ATO Gamma Zeta Private Equity Networking Lunch

Hello Gamma Zetas,

Private equity firms raised nearly $300 billion in new funds during 2015 and they did it again in 2016.  That means that there are huge opportunities in this space.  Whether you are directly involved in a Private Equity firm, in a financial services, accounting or consulting firm that works with PE, own or are an executive in a mid market business or division of a large business that may have an interest in PE investment or otherwise have a career interest somewhere in this world you should be interested.

We have Gamma Zetas serving in leadership roles throughout this network.   We’ve formed an esteemed panel to discuss and share how we can all help each other succeed and prosper by taking advantage of this Private Equity opportunity at our next ATO Gamma Zeta Networking lunch on March 3.  Here’s the panel:

Patrick Jensen ’98 – Partner, Prairie Capital
Jeff Piper ’00 – Managing Director, Svoboda Capital
Dan Barry ’84 – Senior Managing Director, Antares Capital
Dave Lundstedt ’75 – former CEO, Armored AutoGroup Inc. (been CEO of at least 3 different PE portfolio companies)

Moderator
Mike Barrett ’80 – PE Practice Director, Patina Solutions (30 years in PE with Mesirow)

If you fall into one of those groups mentioned above with a very specific interest in Private Equity or… you are just interested in reconnecting with old ATO friends and meeting new ones, please join us for the ATO Gamma Zeta Private Equity Networking Lunch:

Date:           Friday, March 3
Time:           11:30 AM – 1:00 PM
Location:      University Club – 76 E Monroe St., Chicago
Cost:           $50
Registration: Click Here to Register  (Note… register early, space is limited!) Guests are welcome! See list of guys who have registered as of 2/20 below.

Looking forward to seeing everyone on March 3!!

Dane

Dane Luhrsen
Gamma Zeta ’77
Director of Alumni Relations
Editor Gamma Zeta News
daneluhrsen@gmail.com
630-638-8572

First Name Last Name Title Company Grad Yr
Ron Bess CEO Myelin Communications 1968
Robert Alley Chairman IAC at ERS Texas/IAC 1970
Jeff McGill Owner JCM Retirement Plans Plus 1973
Bill Ganey VP Sales Just Play Products 1975
Dave Lundstedt Former CEO Armored AutoGroup Inc. 1975
Mike Tolzien Midwest Region Manager Derbigum Americas 1975
Donald Armstrong Director of Estate and Financial Planning Northwestern Mutual 1977
Patrick Barron Chair | Peer Group Advisory Board Facilitator | Confidant Vistage Worldwide, Inc. 1977
William Barry EVP Draper and Kramer 1977
Jack klues Former CEO VivaKi 1977
Dane Luhrsen Managing Director Patina Solutions 1977
William Brennan CEO Forsythe Technologies 1978
James T Hemphill Entrepreneur 1979
John Aymond Director Institutional Sales RBC Capital Markets 1980
Michael Barrett Private Equity Practice Director Patina Solutions 1980
John Cochrane Senior Vice President UBS Wealth Management 1982
Larry Eppley Managing Partner, Chicago Sheppard Mullin Richter & Hampton LLP 1982
Greg Ewert Physician Michigan Avenue Internists 1982
Shuler Griffin Minister Fountain Anglican Church 1982
Bill Rolander Executive Managing Director Newmark Grubb Knight Frank 1983
Wynn Smiley CEO ATO National 1983
Dan Barry Sr. Managing Director Antares Capital LP 1984
Mike Stibich Partner Deloitte 1985
Norm Bilsbury President Topline Consulting & Training, Inc. 1992
Alex Bagne President ICS Tax, LLC 1994
Thomas Bentle Senior Analyst Jones Lang LaSalle Valuation & Advisory 1995
Mark Liyeos Accounting Supervisor Simpson Estates 1997
Patrick Jensen Managing Director Prairie Capital 1998
Brian Ruff Realtor D’Aprile Properties 1998
Terry Turman CEO ATO Foundation 1998
John Frank President & CEO  Third Road Management LLC 2000
Jeffrey S Piper Managing Director Svoboda Capital Partners LLC 2000
Scott Schneider Senior Research Analyst Great Lakes Advisors 2001
Ryan Anthony Principal LaSalle Capital 2002
Joseph Patrevito Director of Business Development at Digital Bridge Solutions 2002
Tim Derry Managing Director – Head of Upper Midwest & Canadian Private Equity Originations PNC Business Credit 2003
Chris Conversa Senior Vice President, Commercial Banking MB Financial Bank 2004
Phillip Coover Principal/Attorney  Schenk Annes Tepper Campbell Ltd. 2004
Michael Piper CEO ICS Tax, LLC 2004
Joe Wolsfeld Senior Vice President MB Financial Bank 2004
Doug Brashler Commercial Banking Huntington National Bank 2005
Dan Kostelny Director of Industrial Property InSite Real Estate LLC 2005
Robert Erfort Director KPMG Advisory 2006
Michael Patrick Keeley Associate Kirkland & Ellis LLP 2007
Tim Lackie Vice President Allegiance Capital Corporation 2007
Dan Lundstedt Franchise Owner Sir Grout 2007
John Dudek Associate JP Morgan 2008
Jim Lyznicki Transactions Advisory Ernst & Young 2008
Brett Moore Partner Residential Dynamics Group LLC 2008
Patrick Riggio Senior Associate Lake Capital 2008
Jeff Vranek Vice President Prairie Capital 2008
Ted Dimiropoulos Manager  KPMG Valuation Services 2009
Andrew Nicholas Equity Research Associate William Blair & Company 2010
Blake Overlock Business Performance Advisor Insperity 2010
Matt Dixon Associate Latham & Watkins 2011
Brett Newman Associate Kirkland & Ellis LLP 2011
Jake Bailey Investment Banking Analyst J.P. Morgan 2012
Jack Hickey Financial Advisor Merrill Lynch Wealth Management 2012
Matt O’Neil New Projects Manager Parker Plastics, Inc. 2012
Dan Passarella Consultant Deloitte Consulting LLP 2012
Paul Garcia Senior Financial Analyst Baker Tilly 2013
Steven Ogdon Senior Financial Analyst Hill-Rom 2013
Raymond Tiernan Analyst | Valuation & Financial Opinions Stout Risius Ross 2013
Lenny Allegretti Consultant – Corporate Finance/Transaction Services FTI Consulting 2014
Thomas Heinz Asset Management Assurance Staff EY 2014
Sam Less National Real Estate Audit Associate RSM US LLP 2014
Chad Lieber Associate, National Retail Group Marcus & Millichap 2014
Lexa Pezzati Deal Advisory Associate KPMG US 2014
Kevin Breckenfelder Analyst BMO Capital Markets 2015
Michael Chada Security & Infrastructure Consultant West Monroe Partners 2015
Mark Giarelli Analyst, Real Estate Advisory Group  Duff & Phelps 2015
Alex Schwartz Consultant in Transaction Services FTI Consulting 2015
Spencer Stiltz Investment Analyst Aon Hewitt Investment Consulting 2015
Joe Grazioso Healthcare Analyst – Financial Planning Strata Decision Technology 2016
William Hanson Analyst Duff & Phelps 2016
James Lawlor M&A Transaction Services Consultant Deloitte 2016
Benedict Volk Investment Banking Analyst  Lazard 2016
Matt Kovatchis Undergrad ATO 2017
Matt Stemper Undergrad Treasurer ATO 2018
Will Walsh Undergrad ATO 2018
Quinn Gaughn Undergrad Philanthropy Chair ATO 2019
Dan Reinke Undergrad Worthy Master ATO 2019
Tim Crenshaw Simpson Estates Inc
Reuben Donnelley Simpson Estates Inc
Jon Mellin Simpson Estates Inc

 

Steven Ogden ’13 wins Fall 2016 Last Tau Standing NFL Survivor Pool!

Congrats to Steven Ogden ’13, winner of the Fall 2016 Last Tau Standing NFL Survivor Pool! He’ll get his name on the trophy which we display at the chapter house and a cool $850 winner’s share of the pool. He beat out Eddie McElroy ’78 in a close finish that went right up to the 17th week of the season and Frank Kulze ’75 who got knocked out in week 14. Thanks to all who participated as we raised another $850 or so for the annual fund!

Gamma Zetas to lead effort to pack 100,000 meals for needy children at Armory on September 25

mobilepackOn Sunday, September 25th, the brothers of Alpha Tau Omega will be hosting a new signature event.  I’m excited to tell you about it and would like to invite you to participate with us.

Feed My Starving Children, a hunger relief organization, will be coming down to Champaign-Urbana to help us host a “MobilePak” event. During this event, over 100,000 meals will be packed for children in need. The event will be taking place at the Armory on campus, and involve nearly 500 people. The bulk of the volunteers are other Greek organizations on campus, along with other groups in the C-U area.

Our work on this event started over a year ago.  We raised most of the money which was needed to sponsor this event over Dad’s and Mom’s weekends during the 2015-2016 school year. With the help of other fraternities/sororities and your generous support, we will be able to fund the $22,000 event. Not only will this event be important in improving the name of Alpha Tau Omega, but also change the lives of so many kids.

If you would like to donate or participate, the link below will allow you to do so. There are times available all day Sunday the 25th that you can formally sign up to help through the link below or you can just stop by, pitch in or cheer us on any time you’d like.  Of course, donations directly to Feed My Starving Children will be welcomed as well and can also be done via the link below.  Thank you for your support.

http://volunteer.fmsc.org/Register/mobilepack/event.aspx?event=1609-211AU#.V5uEbWcUXIU

Best,

Quinn

Quinn Gaughan
Alpha Tau Omega External Philanthropy Chair
847-309-5039
qgone12@gmail.com

Gamma Zeta Undergrad Resumes

The next few months are when many of your companies are recruiting for summer interns. If you are aware of internship opportunities at your company, please pass them on to our Alumni Relations/Career Development undergrad Chairs Joseph Binkowski jbinkows@gmail.com – 708-717-0725 or Jon Vaccaro – vaccarojc@gmail.com – (847)226-5577 or even better, take a look through our undergrad’s resumes at this link and reach out to guys who match your requirements directly – https://www.dropbox.com/sh/k7xg1yy1nzktzid/AABLB0vz3K4BU4TIUUpVxfiTa?dl=0

Thanks!

3rd Annual Last Tau Standing NFL Pool Announced for 2016

Lasttaustandingtrophy1 (1)Enter the 3nd Annual 2016 “Last Tau Standing” NFL Survivor Pool today!!

  • Test your NFL picking skills against Gamma Zetas of all ages and around the world.
  • Make a donation to the house (we’re splitting the pot 50/50).
  • Take a chance of winning a great pot (last fall’s “Last Tau Standing” NFL Pool winner’s share was over $3,000!! and we think this will be even bigger!!)
  • Get your name on a very cool trophy which will be displayed forever in the chapter house that you can show off to your children and grandchildren in the years to come!!
  • Most importantly earn bragging rights over Gamma Zeta brothers young and old!

Here are the rules.

  1. Make a $100 Donation for each entry by completing the form below.  You may submit multiple entries.  Just be sure to donate $100 for each entry.
  2. You’ll receive a confirmation email with instructions to register and enter your team with our pool manager runyourpool.com.

You can join the pool and enter picks up until the Week 1 pick deadline on Sunday, September 11th at 1:00pm ET.

Pick Settings

  • Entry deadline: Sunday, September 11th at 1:00pm ET. – pool starts in week 1 and goes through the regular season – 17 weeks… for those who are still standing!
  • You may enter multiple teams but must make a $100 donation for each team.
  • You pick one team to win each week.  If they lose, you are eliminated (note: no Mulligans this year!)
  • You must get your pick in by the weekly deadline – before the first game each Sunday.
  • Early games must be picked before they start.
  • All picks will be hidden until the game has begun (for early games) or the until the first game on Sunday.
  • Any NFL team may be picked only once during the regular season.
  • Ties are handled as a Win.
  • When you don’t enter a pick on time, Runyourpool will Automatically assign the biggest available favorite as your pick for the week.
  • Last Tau Standing is the winner of the pot!

Pot

  • Split 50/50 between ATO Gamma Zeta Annual Fund and winner.

Make your donation by clicking on the “Add” button (Note: after clicking Add, you can choose how many teams you’d like to enter), completing the form below and then click on the “Donate” button.

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Gamma Zeta Resident Director Job Description

RESIDENT DIRECTOR

POSITION OVERVIEW

The primary function of the Resident Director is to support the mission and vision of the Alpha Tau Omega Fraternity, Gamma Zeta Chapter. He/she is to work collaboratively to create and maintain a safe, inclusive and flourishing environment for the academic and personal growth of the members, assist members in resolving minor problems and monitor the conditions of the property. He/she is to provide an experienced, adult on premise for the safety of the membership and oversight of our precious physical plant. It is the role of the RD to-

  1. Foster a safe and inclusive member brotherhood and community
  2. Build trusting relationships with the members and other stakeholders (eg. House Corp, Outside Maintenance, the BFA, and Certified Housing)
  3. Serve as a supportive mentor and role model
  4. Nurture members with programming, resources, and positive learning experiences so that they may thrive at GZ and University of Illinois.
  5. Help solve problems and urgent matters within BFA, IFC, and Certified Housing communities
  6. Support the BOT and House Corporation in the administration of the Chapter House.

RESPONSIBILITIIES

Fostering Community and build relationships

  1. Empower residents and Chapter leadership to create and shape community in the house.
  2. Promote a culture that is safe and inclusive
  3. Serve as active representative of BFA and Certified Housing communities by regularly attending sponsored events and meetings.
  4. Be visible and accessible to address residents’ needs or concerns.
  5. Maintain community standards through education, communication, and documentation.
  6. Consult with BOT, HC and ATO National Staff on conduct action as appropriate.
  7. Demonstrate leadership by working with the Chapter to develop a space for students to be successful in their personal, academic, and professional pursuits.
  8. Act as a positive role model for members by not participating in questionable and unethical behavior and demonstrating effective and ethical decision making skills.
  9. Form proactive and enduring relationships with undergraduate Exec Committee, GZ House Corp, GZ BOT, and ATO National Representative
  10. Communicate regularly with House Corp and BOT

Advising, Counseling, and Crisis Management

  1. Serve as an advisor to the Chapter in regards to residential, social, and community issues.
  2. Be knowledgeable of university resources and provide appropriate referrals and assist members’ utilization. (eg. Medical, Mental Health, Campus Police)
  3. Act as a mediator in conflicts among students.
  4. Educate residents about Residence Life and university policies.
  5. Maintain on-campus presence for large scale community events including Homecoming, Mom’s Day, Dad’s Day and Founder’s Day.
  6. Respond directly to crisis situations.
  7. Communicate and collaborate with the BOT, HC, ATO National and University on pertinent resident and Chapter concerns.
  8. Respond to member or visitor disorder. Contact emergency or Police if necessary
  9. Support members in solving interpersonal conflicts and personal problem

Provide meaningful educational and co-curricular programming to support students’ growth and development

  1. Be knowledgeable about and share University resources relevant to needs of members
  2. Make Chapter aware of University and ATO National policies and regulations in particular those regarding facility rules and standards of safety, drugs smoking alcohol and risk management.
  3. Work with Chapter Exec Committee to develop policies and implement programs promoting academic excellence.

Related Duties

  1. Maintain confidentiality in all matters related to residents and student staff.
  2. Maintain clear communication lines with the Residence Life and Housing Operations professional staff members.
  3. If desired, serve as a conduct officer for the BOT.
  4. Other duties as assigned.

ADMINISTRATION

  1. Facilitate the check in, check out, room inspections, and damage billing processes at the open and close of each semester.
  2. Conduct a Move Out Process meeting two weeks in advance of scheduled Move Out.
  3. Conduct an orientation meeting at start of each semester for all members and pledges.
  4. Monitor the physical integrity of the space and report and follow-up on maintenance concerns working closely with maintenance and cleaning services.
  5. Conduct an informal daily walk through of the property to assure safety, security, and cleanliness issues are called out and actions to resolve taken.
  6. Attend weekly conference calls with BOT Chairman and HC President. No commitment outside of academics will be considered before this meeting.
  7. Meet regularly with Chapter leaders, specifically the Chapter President, Treasurer and House Manager.
  8. Attend and participate in all selection, on-boarding, training, and evaluation processes as deemed appropriate by the supervisor and/or Residence Life.
  9. Fulfill responsibilities related to monitoring registered in house social events.
  10. Maintain a list of all members’ emails, cell phone numbers as well as for that of their parents
  11. Submit weekly inspection reports regarding status of physical plant and membership safety.
  12. Act as primary point of contact for Fire Department Police and Emergency Personnel and lead chapter in fire drills and procedures
  13. Work with Chapter Officers and HC Kitchen Steward to effectively communicate with the Chef/Upper Crust Caterers. Arrange monthly meetings to discuss menu, serving dates, and meal quality. Work with Chapter Officers and cleaning staff to develop a program to keep food preparation and dining room areas clean and sanitary.

CONTRACT DATES

  1. The Resident Director position is a 10-month contract from August 1, 2018 – May 31, 2019. Resident Directors work approximately 15-20 hours per week. (Actual time commitment may vary during the academic year, with greater commitment around openings, closings, and pre-service training.)
  2. The Resident Director may move into apartment on August 1st, 2018
  3. The Resident Director must participate in same training as University Certified Housing Advisers in terms of school policies, standards as well as Counseling methods and conflict management.
  4. The Resident Director will be instructed on Chapter membership policies and standards as outlined by ATO National and BOT/HC.
  5. Occupancy of the apartment is available during academic year breaks, including Fall Break, Winter Break, and Spring Break. If the Resident Director will return for the following academic year he may be eligible to reside in the apartment over the summer break, with some exceptions in the case of renovation projects.
  6. Appointments for the position are made during the spring semester for the next academic year. Termination may occur at any time during the year due to one’s performance or lack of compliance with university policies, rules, and regulations. The Resident Director will receive ongoing evaluation from their supervisor.

COMPENSATION

  1. $1,000 monthly stipend
  2. Meals per Chapter serving schedule
  3. Furnished two room apartment ( Living Room and Bedroom) with its own separate bath/shower, utilities, internet and cable provided in Chapter house
  4. Parking spot in fraternity lot

ELIGIBILITY

  1. A qualified candidate must be an admitted, full-time student in a University of Illinois graduate program of study in good standing during time of employment. (Possible exceptions for students in their final semester of study. In addition to graduate student status, ideal candidates will:
    1. have previous experience with fraternity life (either as an undergraduate or postgraduate);
    2. be affiliated with a Greek-lettered organization or working knowledge of the dynamics of Greek-letter organizations (not ATO Gamma Zeta Chapter);
    3. have experience as a Chapter or Council leader (preferred) and/or demonstrated background in organizational leadership and conflict managment
    4. be subject to full criminal background check and random drug testing
    5. be an active and contributing member of the University of Illinois community.

If interested , please contact –

Jack Klues
Alumni Board of Trustees Chair
Alpha Tau Omega Gamma Zeta Chapter
kluesjack@yahoo.com

Announcing – 3rd Annual 2016 Tau Madness NCAA Bracket Pool – Enter today!

Enter the 3nd Annual 2016 “Tau Madness” NCAA Basketball Tourney Bracket Challenge today!!

  • Test your NCAA basketball tourney picking skills against Gamma Zetas of all ages and around the world.
  • Make a donation to the house (we’re splitting the pot 50/50).
  • Take a chance of winning a great pot (last fall’s “Last Tau Standing” NFL Pool winner’s share was over $3,000!! and we think this will be even bigger!!)
  • Maybe get your name on a very cool trophy which will be displayed forever in the chapter house that you can show off to your children and grandchildren in the years to come!!
  • Most importantly earn bragging rights over Gamma Zeta brothers young and old!

Here are the rules.

  1. Make a $100 Donation for each entry by completing the form below.  You may submit multiple entries.  Just be sure to donate $100 for each entry.
  2. You’ll receive a confirmation email with instructions to register and enter your picks with our pool manager runyourpool.com.

You must make your donation and register and make your picks before the entry deadline of March 17 (Thu) at 12:15 PM ET .

Pick Settings
Entry deadline: March 17 (Thu) at 12:15 PM ET
Multiple entries allowed: Yes
Scoring Settings
Points awarded for wins (by round)
First Four: Play-in games are not included or scored
Second Round: 1 pt.
Third Round: 2 pts.
Sweet 16: 4 pts.
Elite 8: 8 pts.
Final 4: 16 pts.
Championship: 32 pts.
Tiebreak
Championship game total points
First additional tiebreak: Pool points in Second Round
Second additional tiebreak: Pool points in Third Round
Pot
Split 50/50 between ATO Gamma Zeta and winners
Winners share will be split as follows:
1st place – 60%
2nd place – 25%
3rd place – 15%

Make your donation by clicking on the “Add” button and completing the form below.

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ATO Gamma Zeta Tailgate at Soldier Field

FB_vs_Northwestern_MatchupQuick reminder…The Illini play Northwestern next Saturday, November 28 at 2:30 PM at Soldier Field and Cary “CMac” McMillan ’80 is hosting a tailgate. Here are the details…
Location just east of Waldron parking lot. See pic below.
He has ordered Portillos hot food, beer water and soda. He will also have two satellite tvs, the bags game and more. Everyone invited. $15 donation per adult. Assume tailgate gets started about noon. Dee Brown will stop by too.
Ed Kral ’63 had a couple of extra tickets. They are in the Club Section. These sell for $80 each. He can get them in the mail if you respond quickly. Section 209 row 2. Go in gate 6. Reach out to Ed directly if you are interested – ekkral63@gmail.com.
CMac might have some tickets too. Check with him at cmac@tpctax.com.
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