How to choose the right capital allocation

In this webcast, EY professionals and industry panelists as they review questions CFOs and CEOs need to answer to board members, investors and stakeholders about their investment decisions.

Related topics Strategy and Transactions

Making the right capital allocation decisions is essential for senior executives to maintain long-term growth and increase shareholder returns. Yet most CFOs admit their company’s capital allocation processes need improvement.

Join EY and industry panelists as they review questions CFOs and CEOs need to answer to board members, investors and stakeholders about their investment decisions:

  • Can we react quickly enough to opportunities and threats?
  • Are we making objective and unbiased decisions?
  • Are we returning cash to shareholders at the right time, and in the right way?

 

Moderator

  • Evan Sussholz, EY Americas Corporate Finance Leader

Evan helps clients make better business decisions. Throughout his 20 years of experience, he has assisted clients with buy-side and sell-side transactions, M&A valuations, strategic planning, financial reporting and tax planning. Evan is also the Global Client Services Partner and Strategy and Transactions leader for several large global medical technology, consumer products and industrials companies. He earned an MBA from Northwestern University’s Kellogg School of Management and a BA in Accounting and Finance from Indiana University. Evan is a Certified Public Accountant (CPA) in Illinois and CFA charter holder.

Panelists

  • Loren Garruto, EY Americas Central Region Valuation, Modeling & Economics Leader

In her 15 years at EY, Loren has used her technical background in corporate finance and valuation to advise clients on the financial implications of their strategic decisions. Areas of expertise include capital allocation decision making and strategic portfolio optimization. She also provides valuation advise in divestments, acquisitions, and joint venture formation/dissolution, helping clients understand key value drivers and the impact of transactions on total shareholder value. Loren graduated from James Madison University with a B.S. in Chemistry and from the Georgia Institute of Technology with an MBA, concentrating in Finance.

  • Mike Lawley, EY Americas Northeast Valuation, Modeling & Economics Leader

Mike brings over 25 years of experience providing assistance to clients in identifying, understanding, quantifying and managing risk. He has extensive experience helping clients with capital allocation, capital structure and valuation decisions. Prior to joining EY, Mike was a managing director and co-head of an investment bank’s Global Finance Analytics team, where he worked with clients in developing analytical tools relating to valuation, decision making and optimal capital structure. He has advised clients across many industries, helped companies raise over US $200 billion in capital, and helped execute over US $100 billion in M&A transactions. Mike earned a BSE in Mechanical Engineering and Applied Mechanics from the University of Pennsylvania, and has completed select coursework from the Wharton School of Business.

  • Gregory L. Psihas, Vice President Corporate Development, Lockheed Martin

Gregory (Greg) Psihas is Vice President and Head of Corporate Development at Lockheed Martin Corporation, reporting to the Chief Financial Officer. In this capacity, he is responsible for leading the company’s global Corporate Development function including Mergers and Acquisitions, Integration activities, Joint and Strategic Ventures, and Lockheed Martin's Venture Capital Fund. He is a member of the company's Investment Committee and is chairman of Lockheed Martin Ventures. Mr. Psihas is also a member of the advisory board for the Department of Economics at Michigan State University.

He earned his Master of Business Administration degree from the University of Notre Dame and his Bachelor's degree from Michigan State University.

  • Salli Schwartz, Global Head of Strategic Capital Management & Treasurer, Moody’s

Salli Schwartz is Moody’s Global Head of Strategic Capital Management & Treasurer. In this role, Ms. Schwartz leads a combined investor relations and treasury function, responsible for overseeing Moody’s relationships with its debt and equity investors, sell side analysts, rating agencies and partner banks, and for executing the company’s financing, cash management and capital allocation activities. Prior to joining Moody's, Ms. Schwartz held positions in corporate strategy, corporate treasury and planning and analysis with Citigroup. She has also held investment banking and merchant banking positions with Legg Mason. Ms. Schwartz has a Master of Business Administration from Cornell University and a Bachelor of Arts from the University of Pennsylvania, both with distinction. She is a member of the board of directors of the National Academy Foundation (NAF), where she serves as chair of the audit committee.

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