CFO Series Event

February 27, 2014

Matt Swartz

Matthew Swartz concentrates his practice in the areas of mergers and acquisitions, private equity and venture capital investments, public and private securities offerings, and corporate governance. He primarily represents middle-market and technology companies, investors in these companies and the investment banks that serve them. He also represents funds of funds in the acquisition of limited partnership interests and secondary direct investments. Swartz's experience as a business lawyer includes representing issuers and investors in scores of venture capital and private equity transactions representing buyers and sellers in acquisitions of businesses in industries ranging from biotechnology, medical devices, semiconductor manufacturing and software to government contracting, consumer products and retail. He has also represented issuers in public equity and 144A debt offerings, as well as bulge bracket, mid-tier, and regional underwriters and placement agents.

Swartz spent several years practicing in Silicon Valley and Southern California prior to relocating to the Washington, D.C., area in 2001. Prior to becoming an attorney, he worked in business development at a large private biotechnology company in San Diego. He is the author (with Daniel Lee) of The Corporate, Securities, and M & A Lawyer's Job: A Survival Guide, published by the American Bar Association and the editor of Lawyer's Guide to Formulas in Transaction Documents and SEC Filings published by American Lawyer Media's Law Journal Press. Swartz earned a B.A. and J.D. from the University of California.

Matt Kelly
Managing Partner

Matt Kelly is a managing partner and a member of JBG's Executive Committee and Investment Committee and responsible for the day-to-day oversight of JBG's investment strategy and the investment and acquisition activity of the JBG Investment Funds. Kelly has more than 15 years of private equity investment experience, the last eight of which have been working with The JBG Companies. Prior to joining the JBG Companies in 2004, he was co-founder and CFO of ODAC Inc., a media software company, and worked in private equity and investment banking with Thomas H. Lee Partners in Boston and Goldman Sachs, & Co in New York. Kelly is a former member of the Board of Directors of Ayuda, an immigrant focused non-profit organization in the D.C. metro area. Kelly is a member of Urban Land Institute and The Real Estate Group. He has been a guest lecturer at Georgetown University, The University of Notre Dame and the U.S. Military Academy at West Point. Kelly holds a B.A. with honors from Dartmouth College and an M.B.A. from Harvard Business School.

Jane Korhonen
Brown Advisory

Jane W. Korhonen, CFA is a partner at Brown Advisory and works in the Washington, D.C. office. She is a senior portfolio manager responsible for balanced portfolios for both institutional clients and high net worth families. Previously she was an analyst responsible for industries within the health care and the technology sectors for both the Large Cap Growth Portfolio and Large Cap Value Portfolio. Prior to joining Brown Advisory in 1994, she worked as an equity research analyst for the Howard Hughes Medical Institute in the organization's investment group.

Amy Raskin
Chief Investment Officer
Chevy Chase Trust

Amy P. Raskin joined Chevy Chase Trust as Chief Investment Officer in February of 2014. Raskin was formerly with AllianceBernstein in New York where she served as senior vice president and director of Thematic Research, head of U.S. and Global Growth Equity Research and CIO of AllianceBernstein Venture Capital Fund. Raskin also led AllianceBernstein's Research on Strategic Change group. Raskin joined AllianceBernstein in 2000 as an equity analyst and spent thirteen years there focused on research and thematic investing. Earlier, she worked as a research analyst and investment banker at Donaldson, Lufkin & Jenrette and Lehman Brothers. She is a graduate of the University of Pennsylvania's School of Engineering and Applied Science with a major in engineering and a minor in management from the Wharton School.