C Suite Exchange

The C-Suite Exchange is a thought-leadership and networking initiative.  It is an invitation-only series of bi-annual events designed by and for C-Suite and senior level executives on topics relevant to the business community.  Program events facilitate regionally driven, peer-to-peer discussions that deliver practical value.  The interactive format engages attendees, fuels new ideas to drive business performance and builds meaningful relationships within the business community and with the participating sponsors: Chapman University’s Argyros School of Business and Economics, CBRE, KPMG, and Mercer.

Alex Hayden, founder of the C-Suite Exchange, along with Chapman University’s, Argyros School of Business and Economics, and his team launched a similar program in December, 2008. Since then, they have held numerous bi-annual and Year End Events. Over 300 executives have participated since 2008.

Orange County had their first inaugural session on December 18, 2008 and since has had ten other sessions reviewing such topics as Enterprise Risk Management, Mergers & Acquisitions, Fiscal Policy Challenges, Cost Containment, IFRS, Healthcare Reform, Cap & Trade, Post-Election Healthcare Reform, Cyber Security and Real Estate Recovery.

Hank Adler – Hank Adler is an assistant professor of accounting in the George Argyros School of Business & Economics. He joined the faculty in 2003.  Adler received a bachelor's degree in accounting from UCLA in 1968. He earned his master’s degree in business administration from UCLA in 1969.  Adler joined Haskins & Sells in 1969 in Los Angeles and moved to Orange County in 1972. After leaving Haskins & Sells in 1978 to pursue other business opportunities, he joined Touche Ross & Co. as a tax partner in 1982 and remained with the Firm, which ultimately became Deloitte & Touche, until his retirement in 2003. Throughout his career at Deloitte & Touche, Adler provided tax and accounting services to Deloitte’s real estate and small public clients.  Adler has served on an array of non-profit boards in Orange County and completed a twelve year period on the Board of Directors of Hoag Hospital in 2006 having served as treasurer and audit committee chair for more than a decade. Adler also served on and as president of the Irvine Unified School District Board of trustees.  Adler is the author of two books:  The Fair Tax Fantasy, An Honest Look at a Very, Very Bad Idea and his recent novel:  From Three to Five.  Adler currently serves on the Board of Directors and as audit committee chair of Corinthian Colleges, KBS Real Estate Investment Trust, Inc. and KBS Real Estate Investment Trust II, Inc. He is a regular contributor to and Tax Notes.

Travis Boyd – Travis N. Boyd has been a commercial real estate broker based in the Southern California area since 1995.  In 2013, Mr. Boyd rejoined CBRE along with his partners after 8 years at Cushman & Wakefield where he was an Executive Director.  Prior to that Mr. Boyd was a Senior Vice President at CBRE where he was a leader in the Corporate Services field.  Mr. Boyd has arranged more than 1,000 transactions valued at over $3.0 billion dollars.  In addition, Mr. Boyd has arranged transactions in 24 states in the U.S. along with handling transactions in Canada, Mexico, Singapore and Ireland on behalf of his clients. Mr. Boyd is recognized at CBRE as an Executive Vice President for Occupier Services.  In 1999, Mr. Boyd was Broker of the Year for Spieker Properties and Dealmaker of the Year for Kennedy-Wilson Properties. In addition, Mr. Boyd has been a 6-time recipient of Broker of the Year for The Irvine Company and a 4-time Equity Office Properties Broker of the year.  In 2009 and 2010 Mr. Boyd was named to the prestigious top 100 brokers globally for Cushman & Wakefield.  Mr. Boyd graduated with a B.A. in Political Science from University of California, Los Angeles (UCLA).  Mr. Boyd and his wife, Leslie, daughter Kate, and son Colin live in Newport Beach, California.  Mr. Boyd was a four (4) year letterman on the UCLA baseball team and was drafted by the San Diego Padres Professional Baseball Club in 1993.  Mr. Boyd is also a member of Big Canyon Country Club, member of CoreNet Global and UCLA Alumni Association.

Marty Brogden – Appointed Chief Financial Officer, Port Logistics Group in March 2015.  Port Logistics is the nation’s leading gateway logistics provider.   Marty is responsible for corporate finance, administration and investor relations.  Prior to joining Port Logistics, Marty was CFO with Agility Logistics, he previously held senior finance leadership positions with Southern California based entrepreneurial and PEG-backed manufacturing and B2B service companies including Tycom Corporation, Reid Plastics, Inc., EPS Solutions Corporation and White Brothers Performance Products. He began his career with Coopers & Lybrand upon graduation from San Diego State University’s School of Accountancy.

Joe Chatelle is a Principal at Mercer, a global consulting leader in talent, health, retirement, and investments. Joe works with organizations of all sizes on the design and implementation of solutions to advance the health, wealth and performance of their most vital asset – their people. Prior to joining Mercer, Joe worked at a management based employee assistance program consulting to management and executive teams whose organizations had experienced a traumatic event. Joe has a Bachelor of Science in Management Information Systems and a Master of Business Administration from Canisius College in Buffalo, New York.

Mark Clemens is the managing partner of KPMG’s Orange County office.  KPMG is the leading U.S. audit, tax and advisory firm. Mark has over 27 years of experience as a global lead audit partner and SEC reviewing partner, serving a variety of clients from Fortune 500 companies to high growth private organizations. He is a member of the AICPA and California Society of CPAs. He is a licensed CPA in California and earned his Bachelor of Science from San Diego State University, with Distinction in Accounting.  He is a member of the UCI Chief Executive Roundtable, the Forum for Corporate Directors, the Dean's Advisory Board of Cal State Fullerton - Mihaylo College of Business and Economics, and the advisory board of the Lamden School of Accountancy at San Diego State University.

Scott Davidson – Scott Davidson is the Chief Financial Officer for Hortonworks. Scott is the first CFO for Hortonworks and will be responsible for the continued building shaping of the company's long-term financial model, accounting systems and internal controls. Scott has 20 years of senior financial leadership. Most recently, he served as the CFO for Quest Software a publicly traded systems management software company acquired by Dell. Previously, he held strategic financial roles with Citrix Systems and Precision Response Corporation including FP&A, Treasury, Investor Relations and Corporate Development. Before his software-focused career, he was National Bank Examiner with the United States Department of Treasury – Office of the Comptroller of Currency. Scott holds an MBA from the University of Miami.

John DeCero – Previously built the successful Commercial Banking Group of Western Financial Bank for nearly 9 years prior to its sale to Wachovia. Prior experience includes Citicorp and Comerica Bank.
Mr. DeCero’s current and prior affiliations consist of: OCCAPC, South Coast Repertory, The Arts Orange County, Orange County Forum Member; Orange Council Business Council Member, Team Kids Inc., Edinger Corridor Redevelopment Committee Member.

Jim Eckstaedt  – Jim founded Eckstaedt and Associates to provide Interim CFO services along with M&A assistance. Previously, Jim was the CFO of SM&A, a NASDAQ listed company and one of the team members who took SM&A private in 2008 in a private equity transaction. Prior to joining SM&A he was the CFO of Sage Software North America and was a member of the management team that grew Sage from $60 million to $1 billion.  He played a key role in the growth of Sage since during his tenure as CFO he led and managed the acquisition of 25 businesses at a total value of over $2.0 billion. Prior to Sage, Jim held various executive financial management positions with Western Digital Corporation including VP and Treasurer, and VP Finance for the semiconductor division. Jim started his career with PricewaterhouseCoopers.  He is a member of the California Society of CPAs, the Forum for Corporate Directors, a board member and treasurer of a non-profit foundation, a board member of Ancala Equity Partners and a member of Valparaiso University’s College of Business National Council. He is a graduate of Valparaiso University with a B.S. in Business Administration, Accounting.

Dev Ghose – Dev Ghose is Chief Financial Officer & Treasurer for Reading International, Inc.  Dev is an executive with 25 years of experience in leadership, governance, and finance with three New York Stock Exchange listed public companies, and ten years with two Big Four public accounting firms in the US and the UK. Prior to being appointed Executive Vice President and CFO for Skilled Healthcare Group in January of 2008, Dev was Managing Director International for Green Street Advisors, the premier independent research and consulting firm focused on publicly traded real estate securities in the US and Europe. From 2004 to 2006, Dev served as the Executive VP and CFO of Shurgard Storage Centers, a $5 billion international real estate development and retail operating company. From 1986 to 2003, Dev was a member of the executive and leadership team at HCP, Inc. which invests primarily in real estate serving the healthcare industry. Dev is a Certified Public Accountant in California as well as a Chartered Accountant in the UK. He attained a Bachelor of Science Honors Degree in Physics from the University of Delhi in India and earned an Executive MBA from UCLA. Dev is Chief Financial Officer and Board Member for California Lifestyles, Inc. and Chief Financial Officer for Solo-Dex, Inc.
Alex Hayden  – Alex Hayden has been a commercial real estate broker based in the Southern California area since 1995.  In 2013, Mr. Hayden rejoined CBRE along with his partners after 8 years at Cushman & Wakefield where he was an Executive Director.  Prior to that Mr. Hayden was a Senior Vice President at CBRE where he was a leader in the Corporate Services field.  Mr. Hayden specializes in Multi Market Corporate Real Estate Advisory Services. He has conducted transaction and consulting assignments in excess of 10 million square feet and specializes in portfolio planning and site acquisition transactions on behalf of financial institutions, professional services firms, major logistics organizations, restaurant industry, education and the engineering industry.  Mr. Hayden is recognized at CBRE as an Executive Vice President for Occupier Services. Mr. Hayden is a key leader in the development of strategic planning for the team’s corporate clients.  Over the past decade, Mr. Hayden has been involved in numerous aspects of the business, including: acquisition, disposition, lease, build-to-suits, and sale of real estate valued at over $3.0 billion.  Mr. Hayden currently serves as Chairman of the Board of Counselors for Chapman University George L. Argyros School of Business & Economics.  Additionally, Mr. Hayden serves as a member of the Board of Directors  for the Duane Clinkscale Memorial Cystic Fibrosis Foundation. Mr. Hayden graduated from Chapman University with a Bachelor of Science in Business Administration with an emphasis in Finance.  Mr. Hayden and his wife Lori live in San Juan Capistrano, California and have two children, Charlie and Caroline.
Harold A. Hurwitz – Chief Financial Officer of MRI Interventions, Inc.  MRI is a medical device company that develops and commercializes innovative platforms for performing minimally invasive surgical procedures in the brain and heart.  Prior to MRI Hal was CEO and CFO for Pro-Dex. His career spans nearly 40 years in financial leadership, most of which in the medical device industry. Mr. Hurwitz previously served as Vice President and Chief Financial Officer with Interventional Spine, Inc., a developer and manufacturer of percutaneous systems for treatment of back pain. Prior to Interventional Spine, he was a Principal Consultant specializing in the life science industry with McDermott & Bull, a retained executive search firm. Mr. Hurwitz's prior experience includes serving as Vice President and Chief Financial Officer with Micro Therapeutics, Inc., a developer and manufacturer of interventional neurovascular medical devices. He began his career with Coopers & Lybrand L.L.P., where Mr. Hurwitz served for 22 years, leading its life science and high technology practices in Orange County. Mr. Hurwitz received a BA in Economics from the University of California, Los Angeles.
Paul Holt – Paul Holt is Chief Financial Officer of NantHealth.  NantHealth is a transformational healthcare company converging biomolecular medicine and bioinformatics with technology services to empower physicians, patients, payers, pharma and researchers to transcend the traditional barriers of today’s healthcare system. Prior to joining NantHealth, Mr. Holt was CFO of Quality Systems Inc.the Controller of Sierra Alloys Co., Inc., a titanium metal manufacturing company from August 1999 to December 1999. From May 1997 to July 1999, he was Controller of Refrigeration Supplies Distributor, a wholesale distributor and manufacturer of refrigeration supplies and heating controls. From March 1995 to April 1997, he was Assistant Controller of Refrigeration Supplies Distributor. Mr. Holt is a Certified Public Accountant and holds an M.B.A. from the University of Southern California and a B.A. in Economics from the University of California, Irvine.
Scott Liles – President & Chief Pet Insurance Officer, Nationwide Pet Insurance. Scott Liles is Chief Nationwide Pet Insurance, the nation’s first and largest provider of pet health insurance. As Nationwide Pet Insurance’s executive leader, Scott oversees the strategic direction for a Nationwide Growth Solutions (NGS) business unit responsible for $231 million in written premium in 2013. Prior to joining VPI, Scott held strategy roles at both Nationwide corporate and most recently for the NGS portfolio of companies. During the course of his career, he has served in a number of senior strategic positions for companies such as McKinsey & Company, Accenture Strategic Services and The British Broadcasting Corporation. One of his first positions was working with the United Nations development program in Hanoi, Vietnam. Scott has a Bachelor of Arts in political science from Texas A&M, a Master of Arts in economics from the University of Cape Town in South Africa and a Master of Business Administration from the London Business School in the United Kingdom.
Brian Schaefgen – Brian Schaegen is the Chief Financial Office of 5 BARS. 5 Bars provides state-of-the-art DAS and Wi-Fi systems for venues, stadiums and properties. Brian serves as Chief Financial Officer and brings 25 years of financial experience to 5 Bars. He has an extensive background in corporate finance, planning, capital markets, investments, M&A and investor relations. Over the past 15 years, Brian has served as CFO of privately-held and publicly-traded companies in the telecommunications, real estate and transportation industries. Brian holds a Bachelor of Business Administration from the University of Notre Dame and is a certified public accountant. He serves on the boards of Anthem Entertainment, SPS Air and The Foundation for the Undefeated.
Rick Sherburne – Rick Sherburne’s career began in 1985 when he joined CB Richard Ellis. His expertise includes occupancy strategies for corporate users to include: land purchase, dispositions, build-to-suits, consolidations, and various financial structured leases with numerous corporate clients throughout the Southern California area.  In 2013, Mr. Sherburne rejoined CBRE along with his partners after 8 years at Cushman & Wakefield where he was an Executive Director.  Mr. Sherburne is recognized at CBRE as an Executive Vice President for Occupier Services. Since 1985, Mr. Sherburne has negotiated over 1,300 transactions with an aggregate value of $3.0 Billion. Mr. Sherburne has been a Top 10 Office Producer in Orange County during each of the past 20 years.  In 1999, Mr. Sherburne was the #1 Overall Producer in Southern California Region, Corporate Advisory Group, in 2000, he was the #1 Overall Producer in Orange County and in 2003 he was the #2 Overall Producer in Orange County.  In addition, Mr. Sherburne has been a 4-time South Coast Metro Broker of the Year, 3-time Colbert Coldwell Circle Inductee (Top 3% of company world-wide while with CB Richard Ellis), 6-time The Irvine Company Broker of the Year and Equity Office Properties Broker of the Year. Mr. Sherburne graduated with a B.S. in Political Science with a focus on International Relations and a minor in Economics from University of California, Los Angeles. Mr. Sherburne’s professional affiliations include the UCLA Alumni Association, formerly a YMCA Community Services Group, Board Member, Orangewood Children’s Foundation, Board Member and a Board Member of The Academy of a high school for the foster youth and underprivileged in Santa Ana, California. 
Richard Shields – Richard Shields is the Chief Financial Officer of Yeti and former Chief Financial Officer, Quiksilver.  Richard Shields has held the position of Chief Financial Officer for Oakley, Southwest Water Company, Day Software Corporation, Winfire Corporation and Frame-N-Lens Optical, Inc.  Prior to this he was International Controller and Finance Director for the Americas for AST Research and worked in corporate finance with Taco Bell Corporation.  He began his career with Price Waterhouse and has a MBA from the University of Notre Dame.

Thomas Turk - Professor Turk currently serves as Interim Dean and Professor of Strategic Management at Chapman University’s Argyros School of Business and Economics. He previously served as the Leatherby Chair in Entrepreneurship. Professor Turk joined Chapman University in 1992 after serving for five years on the faculty at Texas A&M University. He earned a Ph.D. in Strategic Management from the University of California, Irvine in 1988. Professor Turk's research on corporate strategy, corporate governance, and executive compensation issues has appeared in leading academic journals, including Academy of Management Journal, Academy of Management Review, Economic Inquiry, Human Relations, Journal of Management, Journal of High Technology Management, Strategic Management Review, and Journal of Economics and Business.  His research on corporate governance, mergers and hostile takeovers has appeared in Corporate Governance and The Management of Corporate Acquisitions, both collections of articles by internationally recognized scholars. His current research focuses on improving resource allocation by applying property rights theory to the internal management of organizations. Professor Turk lectures widely in executive education programs for both public and private organizations. He frequently consults with businesses on strategic planning, strategic change, and executive compensation issues. Professor Turk has provided management training and consulting services to over 100 clients, including Ford Motor Company, Koch Industries, Time Warner Communications, Boise Cascade, Toyota, Marsh McLennan, Allergan, First American Financial, and many other government, non-profit and for-profit organizations. He also serves as an expert witness on top executive compensation and business valuation issues. Professor Turk’s current research and consulting assists firms in reducing bureaucracy and increasing their capacity to take entrepreneurial initiative.



Leslie Allan

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