Marc Hodak
Marc Hodak is the founder of Hodak Value Advisors. Mr. Hodak has advised dozens of companies, public and private, in diverse industries such as telecommunications, transportation, aerospace, textiles, and real estate. Before founding HVA, Mr. Hodak was a senior project manager at Stern Stewart & Co. where he led EVA® implementations and related projects, as well as their effort to create alternate delivery of intellectual capital to clients. The latter included development of interactive training on value-based management principles and applications used in 17 countries around the world.
Prior to his fifteen years as a consultant, Mr. Hodak managed a $100 million per year business unit at Conrail. His strategies for more customer-focused network operations, terminal placement and expansion, equipment technology, and logistics information systems, profitably grew market share in a mature automotive industry by over 20 percentage points in two years.
Mr. Hodak has been quoted and published in the media and in journals on value-based management, corporate governance, transfer pricing, and organizational design. Mr. Hodak has also spoken at conferences throughout the world on managing for shareholder value and has taught seminars on finance and compensation issues at Wharton and MIT. He is currently an adjunct associate professor at NYU’s Stern School and a visiting lecturer at the University of St. Gallen in Switzerland.
Mr. Hodak holds an MBA degree in Finance from the Wharton School and a B.S. degree in Aerospace Engineering from the University of Maryland. He also passed the Bar exam in Patent Law.
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Hodak Value Advisors, LLC
Phone: 212-877-1297
mhodak@hodakvalue.com |
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Michael Petty III
Michael Petty is managing partner of North Star Partners and senior advisor with Hodak Value Advisors.
Mr. Petty has over thirty years of financial and strategic management experience with both publicly-traded and privately-owned companies, ranging from start-up to three billion dollars in revenue. In his thirteen years as a consultant, Mr. Petty has advised clients in developing and implementing value-based management programs as well as strategic and operational business plans, including M&A valuation and due diligence services, contingency planning, and turnarounds.
From 1990 to 1996 Mr. Petty served as the Chief Financial Officer of American Medical Laboratories, Inc., a privately-owned provider of medical testing services. From 1983 to 1990 Mr. Petty held various senior financial and planning positions at SPX Corporation, a Fortune 500 multinational industrial company, including treasury, capital budgeting, investor relations, corporate controller, strategic planning, and business development. Before SPX, Mr. Petty served as assistant treasurer of Bundy Corporation, a publicly-traded, multinational manufacturer of automotive parts, and as Manager of Corporate Tax Planning for Masco Corporation, a Fortune 500 multinational, diversified manufacturer of automotive, building and industrial products. Mr. Petty began his career at Ernst and Young as an auditor and tax manager on the firm’s corporate accounts.
Mr. Petty currently serves on the Board of Directors of DataSource, Inc., a Maryland-based applications development company, and of Pipeline Communications Inc., a Chicago-based public relations and marketing advisory firm, as well as the Board of Advisors of Corporate Improvement Partners, LLC, a Michigan-based consulting firm specializing in the manufacturing and automotive sectors. Mr. Petty is an adjunct faculty member at Duke University, Lake Forest Graduate School of Management, and Strayer University, where he teaches corporate finance, strategic management and leadership in the MBA program.
Mr. Petty received in Bachelor’s and MBA degrees from Michigan State University. He is a doctoral candidate in the Strategic Leadership Program at Regent University, in Virginia Beach, VA. He is also a Certified Public Accountant.
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Hodak Value Advisors, LLC
Phone: 212-877-1297
mpetty@hodakvalue.com
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Stephan Hostettler
Dr. Stephan Hostettler is Managing Partner of Hostettler & Partner in Zurich, specialized in implementing sustainable value based corporate governance.
For more than ten years, Dr. Hostettler has been guiding key executives of numerous mid- and large-sized companies from various sectors through the process of implementing value based management, incorporating “Economic Value Added” in strategic business units, capital budgeting and allocation, sustainable growth strategies, reporting processes as well as design, calibration and communication of cash, equity, share and option plans.
Prior to founding his own consulting business, Dr. Hostettler held the position of Vice President at Stern Stewart & Co., New York, one of the leading consulting firms in Corporate Finance and Corporate Governance, and worked as Associate Director in Equity Research at UBS Warburg in London and Zurich.
Dr. Hostettler is lecturer for Corporate Governance at the University of St. Gallen (HSG), Member of the Lecturer Council at the University of Applied Sciences in Northwestern Switzerland, Member of the ZfU-Core-Faculty (ZfU – International Business School, Thalwil) as well as being in demand as a speaker or moderater on European conferences or panels.
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Stephan Hostettler & Partner AG
Zurich, Switzerland |
Levend Beriker
Levend Beriker is founder and managing partner of LBA in Istanbul. LBA’s practice is built upon many years of hands-on business experience and cooperation with the best international practitioners of value management and corporate strategy. He currently works with clients in Turkey, Greece, and Eastern Europe.
Mr. Beriker’s introduction, in 1994, of the concept of “management for value” coincided with the emergence of a semi-efficient equity market in Turkey and the monetary crisis of 1994. At that time consulting firms, local and international, aimed to deliver incremental improvements in efficiency to their clients’ operations and organizations. He challenged companies to look beyond the immediate horizon and face the challenges and opportunities of growing in an emerging capital market. In short, he got them to think about shareholder value and better alignment of interest between management and shareholders.
From 1980 to 1990 Mr. Beriker was part of an entrepreneurial partnership that delivered the product and service organization best identified with the brand Dusakabin. He was managing director of a LSE listed UK company prior to founding LBA.
Mr. Beriker is a graduate of Cornell University School of Engineering and Indiana University Business School.
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LBA Management Consultancy Ltd.
Istanbul, Turkey |
Theresa Boyce
Theresa Boyce is a Partner of Hodak Value Advisors, LLC, in New York. She has a 15-year history of successfully managing start-ups, business unit ramp-ups, and turnarounds in a spectrum of companies from entrepreneurial ventures to multi-billion dollar corporations. With P&L responsibilities for 15 years, she has managed business cycles from conceptual idea to billion dollar businesses in environments that were volatile and unpredictable. She has been involved in every distribution/marketing channel, and trained in most channels from premier companies in related industries.
Ms. Boyce has an accounting undergraduate degree, worked as a CPA for KPMG, earned her Wharton MBA with concentrations in finance and marketing, and obtained her initial marketing and sales training with Procter and Gamble brand management. Her industry experience includes consumer packaged goods, fashion and banking. Recent roles include President of Glacier Creek, a casual clothing company, and North America Vice President of Marketing for the Lennox $1 billion service business.
Ms. Boyce is active in several national and local, profit and non-profit organizations. She currently serves as director on three boards: The CEO Trust as Chair, Chippenhook Corporation (designs and manufactures packaging and displays for jewelry and apparel companies), and the Wharton Alumni Association.
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Hodak Value Advisors, LLC
Phone: 212-396-4543
tboyce@hodakvalue.com |
