Biographies
July 29, 2010 – Bell Harbor International Conference Center – Seattle
Ed Drosdick
Timothy Fay
Curtis B. Fraser
Sally Jewell
James E. Glassman
Bryce Morgan
Emory Thomas, Jr.
BUSINESS ASSURANCE PARTNER
MOSS ADAMS
Ed Drosdick serves as the firm Director of Transaction Services Group. He previously served as Chair of SEC / Corporate Finance Group and the Technology and Life Sciences Practice. Ed has over 40 years of public accounting experience including auditing, regulatory matters, and general business and management issues. His experience with SEC filings includes registration statements for initial public offerings, annual reports, and consultation on unusual transactions. Ed advises public and private companies on corporate finance alternatives including public equity offerings, private debt and equity offerings, business combinations, restructurings, MBOs, LBOs, option accounting, recapitalizations, venture capital transactions, and roll-up transactions. He has international experience in Europe, India, Asia, and Mexico. Ed has served as chair of Washington’s Securities Advisory Committee. Currently, he is a financial advisor to the Board of the Benaroya Research Institute. In 2008 and 2009, Ed served as chair of the Washington Biotechnology and Biomedical Association’s Invest Northwest Investor and CEO Forum and in 2009, Ed has facilitated panels of company executives as well as private equity firms for the ACG Northwest Growth Financing Conference.
MANAGING PARTNER
KEY PRINCIPAL PARTNERS
Mr. Fay joined Key Principal Partners with Mr. Sinnenberg as a co-founder and Manager of Key Mezzanine Capital Fund I, L.P. Mr. Fay manages the San Francisco, CA office of Key Principal Partners. From 1995 to 1998, he worked at PMI Mezzanine fund, L.P., a $260 million junior capital fund, where he was responsible for determining the inherent risk and viability of prospective mezzanine and common equity investments. Prior thereto, Mr. Fay was with The Barclays Group, where he was Associate Director in BZW’s Mezzanine Group and Corporate Finance Group. Mr. Fay began his career as a junior economist at The Federal Reserve Bank. From there Mr. Fay worked in various leveraged lending functions for Republic Bancorp and Standard Chartered Bank PLC. Mr. Fay received his M.B.A. from the University of Chicago and a B.A. in Economics from the University of Texas.
PRESIDENT, MIDDLE MARKET BANKING
CHASE
Curtis Fraser is the President of the Middle Market banking group for the state of Washington. He provides accomplished local leadership and financial solutions to companies with revenues between $10 million and $500 million.He has 18 years of banking experience, all of it with Chase and its predecessor organizations.
Curt was formerly the Market Manager for three regions in Wisconsin, before becoming the Market President to lead the state of Washington in May 2009.
Curt began his career at American National Bank, a legacy organization, as an analyst in their credit training program and soon became a commercial banker serving the Chicago and Milwaukee markets. In 2001, Curt became the Division Manager for Waukesha, Wisconsin, and progressed to the level of Market Manager in 2005. In addition to Waukesha, his responsibilities were expanded to include management of the Racine, Appleton and Green Bay markets.
Curt serves on the Board of Trustees for the Greater Seattle Chamber of Commerce. He is on the Board of Directors for Global Partnerships, a Seattle based not-for-profit. He has also helped lead several short-term mission trips to rural villages in Central America to support clean water, health and education initiatives.
Curt holds a Bachelor of Science degree in Finance and a Master of Business Administration degree from the University of Iowa.
Curt resides in Seattle with his wife and three children.
PRESIDENT AND CHIEF EXECUTIVE OFFICER
RECREATIONAL EQUIPMENT, INC
Sally Jewell is president and CEO of REI, a national retail cooperative providing quality gear and clothing for active outdoor activities. Founded by a group of mountaineers in 1938, REI currently serves nearly 4 million active members each year through 110 retail stores in 27 states, plus its award-winning website, REI.com and its worldwide adventure travel business, REI Adventures. With a deep commitment to outdoor stewardship, the cooperative supported many non-profit organizations in 2009, including service projects in which 76,355 people donated 663,323 hours of volunteer service to public lands. REI is also committed to engaging children with nature, supporting many programs across the country, including its Promoting Environmental Awareness in Kids, or PEAK program, which has reached over 500,000 children since its creation in 2002. REI has consistently been named by Fortune Magazine as one of its “100 Best Companies To Work For In America” list, and was named “Employer of the year” in 2008 by the World Retail Congress.
MANAGING DIRECTOR & SENIOR ECONOMIST
JPMORGAN CHASE & CO
Mr. James E. Glassman is a Managing Director and Senior Economist with JP Morgan Chase & Co. He works closely with the firm’s chief investment officer, commercial banking, investment banking, and government relations groups. He publishes independent research on the principal forces shaping the economy and financial markets. Mr. Glassman’s views are widely cited in the financial media, where he is a frequent commentator on economic policy issues. From 1979 through 1988, Mr. Glassman served in a number of areas in research divisions at the Federal Reserve Board in Washington D.C. He joined the JPMorgan Chase & Co. family in 1988. Mr. Glassman earned a bachelors degree from the University of Illinois, Champaign-Urbana, Illinois. Subsequently, he was awarded a Ph.D. in economics from Northwestern University.
Bryce is a managing director in the Pacific Northwest offices of McGladrey and a partner with McGladrey & Pullen, LLP. Bryce has been in the public accounting field for over 30 years. Bryce’s practice provides services to a wide variety of clients including seafood/maritime, private equity, construction, manufacturing, and services to high net worth individuals, professionals and business owners.
Specific areas of expertise include:
•Business reorganization/ restructure
•Capital construction funds
•Export incentives
•S corporations/LLC’s
•Choice of entity
•Advanced accounting for income taxes
•Litigation support
Bryce is a regular speaker at seminars and business meetings and has presented on tax issues to such companies as Key Bank, Bank of America and other local banks.
Professional Affiliations
•American Institute of Certified Public Accountants
•Washington Society of Certified Public Accountants
•Member of Association of Corporate Growth (ACG)
Education
•B.A. in Business Administration, University of Washington
PUBLISHER
PUGET SOUND BUSINESS JOURNAL
Emory Thomas, Jr. is publisher of the Puget Sound Business Journal, named by the Society of American Business Editors and Writers as one of the top business weeklies in the country. Thomas served as editor of the newspaper for two years before becoming publisher in April 2006. Prior to joining the Business Journal, Thomas served as a business journalist in both the print and online arenas, and as a publishing entrepreneur, as well. His career includes tenures at The Wall Street Journal, MSNBC at its launch, and as an editor at MSN Money, Microsoft’s leading financial Web site. While at MSNBC, Thomas did regular on-air segments with CNBC. He also co-founded two small publishing companies and served as vice president for Business.com. Early in his career, Thomas joined the Atlanta Business Chronicle, where he twice won national recognition for a Gerald Loeb Award for Distinguished Business and Financial Journalism. He lives in Seattle with his wife, Laura, and their two children.
