michael macaluso, Chairman and Founding Principal
Mr. Macaluso is the Chairman and Founding Principal of Global Access CSG, a global direct investment, alternative asset management and advisory services firm. For more than two decades he has managed and successfully completed many billions of dollars in cross-border, in country, transactions, projects, investments and ventures in many parts of the world, including in the U.S., Greater China, Asia-Pacific generally, parts of the Middle East and Europe. Previously, as a practice leader and partner with global law firms, he pioneered the business model at the heart of Global Access morphing his practice into an increasingly business advisory platform that served the growing demand of global business, for companies like GMAC, Cargill, HSBC and leading medical and healthcare institutions among others, and also a growing number of private equity oriented firms making foreign direct investments, acquisitions and joint ventures. For more than a decade, Mr. Macaluso was a senior member of the global treasury team of a $120 billion company with activities across three continents. During the financial crisis, he led teams restructuring or working out over $150 billion of liquidity for some of the world’s leading institutions. Mr. Macaluso regularly writes regarding markets in Asia and elsewhere. Those articles can be found at “The Macaluso Report”. Mr. Macaluso received his JD and MBA from the University of Chicago and his BA from Lehigh University.
SHARON EPHRAIM, MANAGING DIRECTOR AND CHIEF Operating OFFICER, CHICAGO
Sharon Ephraim joined Global Access CSG in January 2018 as a Managing Director, Chief Operating Officer and Chief Compliance Officer. Most recently, Ms. Ephraim served as Chief Financial Officer and Chief Compliance Officer for Svoboda Capital Partners, a Chicago-based private equity firm, where she implemented its initial registered investment advisor compliance program. For the almost 10 years prior, she held positions as a Principal at Ares Management, a publicly-traded global asset management firm, and as Treasurer and Senior Director at Wrightwood Capital, LLC, a privately-held predecessor company of Ares in the commercial real estate specialty finance space. Prior to Ares, Ms. Ephraim served as Treasurer and Assistant Vice President for Wheels, Inc., a privately-held fleet leasing firm. She was also a banker at Bank of America (f/k/a Continental Bank) where she held various positions in the Securitized Products Group and the leasing and finance company lending division. Ms. Ephraim received her BA in economics from Connecticut College and her MBA from The University of Chicago Booth School of Business.
Dr. Scott Flaata, Managing Director and Chief Medical Officer, minneapolis
Dr. Scott Flaata is an internal medicine physician practicing in Minneapolis, MN. He is board certified and a diplomate of the American Board of Internal Medicine (2001, 2011). He has held a number of physician leadership positions for a large multi-specialty group in Minneapolis, MN, including physician leadership for ambulatory medicine and also as a senior physician serving in an executive advisory capacity for a large quaternary hospital in Minneapolis, MN. In 2016 Dr. Flaata served as the first Innovation Fellow within the multi-specialty group missioned to advance whole person healthcare. He focuses on advancing healthcare delivery engaging with patients, identifying and prototyping whole person care initiatives, and identifying elements of healthcare delivery that matter most for patients and those that provide care and support for patients. Dr. Flaata comes to health care from a background in the technology sector where he focused on information technology systems integration and program management for healthcare IT initiatives. His background in IT Systems Integration serves as a foundation for designing and implementing seamless, enterprise-level, synergistic and patient centered care delivery systems.
Hugh Lefranc, Managing Director and Chief Technology Officer, Minneapolis
Mr. Lefranc is an effective builder of bridges between Business, Technology Leadership, and External Partners, aiming at making businesses more agile, embracing innovative technologies, new deployment models, and able to accelerate speed to market, from Startups to Fortune 25 companies. With over 20 years of experience, he worked previously for two of the Big-Four System Integrators.
His professional focus has been on corporate turnarounds, M&A due diligence assessments, integrations and divestitures, capital markets, institutional brokerage, asset securitization, banking, supply chain logistics, insurance, reinsurance and healthcare. Mr. Lefranc was previously an Executive Global Architect with Aon Corporation and served as Chief Architect of Optum Insight, where he and his team supported the commercialization of over 300 software products. He also worked as a Principal Technical Architect on several of Optum’s Big Bets, driving funding optimization, engineering for reuse, operational efficiencies, decisioning for core vs. non-core, productizing solutions & accelerating speed to market. His approach to architecture and technology is by design very operationally-focused.
Mr. Lefranc received his MS in Economics from the European School of Management in Strasbourg, and his MBA in Finance from HEC Paris. He is fluent in French and German and currently learning Spanish. He is mindful of cultural differences and has coached American Executives on how to conduct business more effectively abroad.
Greggory Haugen, Managing Director and Investment Manager, Minneapolis
Mr. Haugen has been an active investor for 28 years, leading teams investing over $5 billion in various companies and portfolios of distressed consumer, real estate and residential assets in the U.S. and internationally. Mr. Haugen was a founding senior partner of CarVal Investors, a Value Fund with more than $10 billion in assets under management when he left in 2008. Since that time, Mr. Haugen has been an Angel Investor, primarily in the technology and financial sectors, and has served on numerous Boards of Directors. In those capacities, he has developed strong leadership, partnering, analytical and execution skills. He was also a CPA with KPMG in Minneapolis from 1985 to 1989. Mr. Haugen received a Masters of Management from the Kellogg Graduate School of Management at Northwestern University and a Bachelor of Science in Business Administration from Boston University.
robert lada, Managing Director and Investment Manager, minneapolis
Mr. Lada joined Global Access to develop and manage the Global Access Capital Fund LP. Previously Mr. Lada was the CFO at Novus Healthcare, Inc. Prior to joining Novus in 2014, he served as the Managing Director of Wayzata Capital Management, Inc., a U.S. based money management conglomerate. During his time spent with Wayzata Capital, from 1998 till 2013, he managed all the main asset classes and a diverse range of financial ventures, with direct responsibility for planning, implementing, and managing all financial-related activities of the group. He served, from 2006 until 2014, as Director of ECF Ltd., a hedge fund based in Geneva, Switzerland. He frequently traveled to Europe to support business growth and build relationships. His prior work experience includes investment research with Dain Rauscher, Inc. and sales, marketing and asset management with G.D.N. Securities, Ltd. Robert has more than 20 years of extensive experience in finance, strategic planning, investment banking, and overall Global capital markets. He holds a B.A. from Hamline University, St. Paul, received in 1993. He was born in Warsaw, Poland and currently resides in Minneapolis, Minnesota.
Michael Shen, Senior Advisor, Hong Kong
Michael Koping Shen, an accomplished business leader and private investor, joined Global Access as an Advisor to our Hong Kong office. Previously, Mr. Shen served as Deputy Chief Executive Officer and Chief Financial Officer of China Taiping Insurance Holdings Company Limited (“China Taiping”), a company listed on the Hong Kong Stock Exchange. He was also a member of the Board of Supervisors of China Taiping’s life insurance operations, and held senior management positions at China Taiping’s asset management operations in Hong Kong and Shanghai. Mr. Shen spearheaded China Taiping’s first-ever initiatives in venture capital and private equity, and was part of the core team in sourcing investment opportunities, conducting due diligence and financial/valuation analyses, and making final decisions on all investments/divestments. Investments included Baidu, Inc., AutoNavi Software Co., Ltd., and MicroPort Scientific Corporation, all of which are now publicly listed companies. Prior to joining China Taiping, Mr. Shen was an Executive Director in the Financial Institutions Group of the Investment Banking Division at Goldman Sachs (Asia) L.L.C. (“Goldman Sachs”), where he was responsible for financial institutions in the Asia (ex-Japan) region. During his seven years at Goldman Sachs in New York and Hong Kong, Mr. Shen developed in-depth knowledge in advising insurance and asset management companies on strategic, financing and operational matters. Mr. Shen received his JD with honors from Harvard Law School, where he was an Executive Editor of the Harvard Law Review. He graduated first in his class and received a B.S. degree in Foreign Service with highest honors from Georgetown University.
Andrew shuster, Senior advisor - Debt Capital Markets, new york
Mr. Shuster spent 23 years with the investment banking division of Barclays Bank PLC, the UK-based global universal bank. The last nine years of his tenure at Barclays were in the UK, with a Western European remit. During this period, he headed up Barclays EMEA Securitized Finance business. Most recently, Mr. Shuster managed a multi-billion-dollar portfolio of diversified securitized financings for Barclays. Prior to his UK assignment, he spent 14 years in Barclays NY office, where he was a senior member of the firm’s US Investment Banking team. Before his career at Barclays, Mr. Shuster was a consultant to Citicorp Venture Capital, Ltd.’s leveraged investment team, as well as holding positions in counter-party credit risk with Drexel Burnham Lambert and Bear Stearns. Andrew has extensive experience working with multi-national corporate entities (both investment grade and leveraged companies), captive-finance subsidiaries of large corporates, global financial institutions, financial sponsor firms, and specialty finance firms. He has worked with both early stage entities and mature companies. Geographically, Mr. Shuster has worked in the US, the UK, France, Germany, Spain, Italy, the Netherlands, Belgium, Scandinavia and Australia. Mr. Shuster holds a BS degree from Cornell University and an MBA from NYU’s Stern Graduate School of Business.
Helen rosen, Senior Advisor, new york
Ms. Rosen is a seasoned business strategist with more than 20 years of experience in strategy development and execution for Fortune 500 companies and early-stage ventures. She has held senior level positions in corporate strategy and strategic marketing with Coopers & Lybrand, PricewaterhouseCoopers, LexisNexis, Thomson Reuters, and Infosys Consulting. Ms. Rosen brings depth of experience managing complex programs and engagements in the Financial Services, Insurance, Information Services, and IT industries in the following areas: Growth Strategy, M&A/Due Diligence, Customer Analytics, Operational Improvement/process change, Business Model Innovation, and Program/Project Management. Ms. Rosen is also involved with start-up ventures in the financial services industry.
Martin burke, Senior advisor, new york
Mr. Burke has over 26 years of career experience as an investment banker and advisor or executive officer to specialty finance companies, with a particular focus in real estate finance. Mr. Burke is also currently the Managing Partner of Credinvest, a private equity investment vehicle used to purchase interests in operating companies in the real estate finance, subprime and non-performing credit card and consumer receivables industry. He previously served as a Managing Director of Wind River LLC, a company specializing in reselling/financing the acquisition of major oil company-owned gas stations to franchisees. He has run or founded numerous companies such as: Ultimate Sports, co-founder and managing director, a public company in the comic book business that acquired the rights from the MLB, NBA and NFL for comic books; The Credit Store - chairman and CEO, an Amex exchange-traded credit card company and one of the nation’s leading specialty finance companies; and American Home Credit, co-founder, specializing in wholesale origination in the sub-prime and non-agency mortgage industry. Mr. Burke serves as an advisor to the board of Card Acquisition, a specialty credit card company. Previously he held advisory positions at firms that include JLB Equities (liquidation of a $100M portfolio of private real estate and small business loans), Onyx Partners, and G&L Realty REIT.
lulu zhou, managing director, new york
A native of China and a long-time resident of New York City, Ms. Zhou has spent much of her career in the area of public/private partnerships. She also advises on U.S. - China investments, cross-border mergers and acquisitions and assists companies and entrepreneurs in both places in connection with their investments in the other. Ms. Zhou has also focused on the not-for-profit sector, in particular on corporate social responsibility and ideas showcasing responsible investing. Her work in public-private partnerships includes partnerships that have the goal of advancing progress on global issues.
Dr. R. Donald Keysser, CM&AA, managing director, minneapolis
Dr. Keysser is a Managing Director located in our Minneapolis office. He has over 30 years of experience in investment banking, project financing, business finance, mergers and acquisitions consulting, international business, due diligence and financial analysis. He has served as an advisor or senior investment banker on projects with a total value of over $2.5 billion. In addition to Hannover, Ltd., a consultancy which he founded and managed for over a decade, he also served as a principal or managing senior officer with investment banks Dain Rauscher, Inc. (now RBC Capital Markets), Miller & Schroeder Financial, and others. He is an Associate Professor of Finance at the Carlson School of Management (University of Minnesota) and Saint Mary’s University.
todd vollmers, Managing Director and Associate General Counsel, minneapolis
Todd Vollmers has extensive international and business experience in the private sector and in government, and previously served as an international transactional attorney with a law firm in Minneapolis, and for a private equity firm with offices in Minneapolis and Shanghai. Prior to that Todd served as a Senior Administrative Officer at the Minnesota Department of Commerce, handling priority issues for the Commerce Commissioner. Todd also worked as an attorney in the Office of General Counsel at the U.S. Department of Commerce in Washington, D.C., where he managed legal issues related to U.S. government advocacy on behalf of U.S. companies with foreign governments, and foreign trade obligations arising under the World Trade Organization (WTO) and North American Free Trade Agreement (NAFTA). He holds a Certificate in Chinese Business Law from Fudan University Law School, Shanghai, a Master of International Policy and Practice degree focusing on International Trade and Economics from The George Washington University, Washington, D.C., a Juris Doctor from the University of Minnesota Law School, and a Bachelor of Arts in Political Science from the University of Minnesota.
james williams, managing director, minneapolis
Mr. Williams has a proven track record of results-oriented professionalism through cultivating strategic trading relationships between businesses spanning from Canada, Latin America, Asia-Pacific, West Africa, and United Kingdom. He has served in a variety of positions at Honeywell Inc., including, but not limited to, Senior Contracts Manager, Senior Counsel, Asia-Pacific General Counsel, and Director Business Development World Wide Airports. Over the past 16 years, Mr. Williams has served as President & CEO of Life Force Therapies, Inc., a neurological medical clinic located in Plymouth, Minnesota specializing in treating a variety of brain injuries, including, but not limited to, traumatic brain injury, post-traumatic stress disorder, stroke recovery, lyme disease, autism, cerebral palsy, and multiple sclerosis.
dr. nghia vu, managing director AND Advisory Board Member, hanoi
Dr. Vu leads Global Access in Vietnam and is the founder of investment bank CBV Securities. Since 2009, he has been CEO of joint venture Woori CBV Securities, an investment bank of Global Fortune 500 Company Woori Financial Group (NYSE: WF). In 2013, he was selected as an Andrew Carnegie New Leader by The Carnegie Council on Ethics in International Affairs. Dr. Vu was the lead advisor in restructuring Vietnam’s largest coffee maker. With his assistance, the company has grown from a middle market sized entity to the number one coffee maker in Vietnam with total revenue of US$1.6 billion. In addition, Dr. Vu assisted a top 10 global business group in Asia (Lotte Group) in its investments in Vietnam. He is also a leading creator of indexes in Vietnam. In 2007, he created the first Vietnam Securities Index family (combining both Vietnamese stock exchanges), Vietnam Bond Indexes, VND-Index, Vietnam Investor Confidence Indexes and many others. Dr. Vu is an alumnus of both Harvard Business School and Harvard Kennedy School, and is Deputy Head of the Accounting, Financing & Auditing Department at Vietnam National University-Hanoi School of Business.
bonna bang, managing director, hong kong
Mr. Bang has 15 years of equity capital markets experience in a number of roles in Hong Kong. His experience includes funding companies across China and Southeast Asia as well as in the U.S. in consumer sectors such as food and beverage, healthcare, manufacturing and media. Most recently Mr. Bang sourced the private equity financing for one of Asia’s fastest growing companies and for a healthcare services company in the U.S. He has extensive contacts with many Asia based private equity firms, hedge funds and family offices.
roger barker, managing director, abu dhabi
Mr. Barker has over 20 years of experience delivering consulting services in a diverse range of sectors in Europe and the Middle-East, including in the design and manufacture of capital engineering equipment solutions, cultural heritage assets, and other sectors. In addition, Mr. Barker has held and holds numerous significant positions, including with Power of the World General Trading, Abu Dhabi, U.A.E., International trading, MENA Regions – Middle East North Africa & Brazil and with Al Ufuq Company for Oil Services, Baghdad, Iraq. Mr. Barker has also been Managing Director of Horizon Middle East Ltd, a U.K. registered company specializing in advisory and consultancy services.
Peter Bartling, Managing Director, Minneapolis
Mr. Bartling is an experienced executive with an outstanding track record in generating revenue and profitability. Currently, he is also the COO of TechVelocity Partners LLC, where he oversees all operations in IT product engineering, IT infrastructure, big data analysis, quality assurance testing, and agile consulting and training. In addition, Mr. Bartling has corporate experience in the hospitality and manufacturing industry where he was Director of Operations at Perkins Cake & Steak, Inc and the CEO of Contract Manufacturing Services/Energy & Environmental Engineering Inc and also Soups Galore and a Whole Lot More. Following his work in the manufacturing and hospitality sectors, Mr. Bartling entered the healthcare sector and became CEO of Co-Med Corporation, a subsidiary of the venture capital company Med Venture, where he was recruited to join the Board of Directors. While at Co-Med Corporation, he opened the first state-of- the-art diagnostic imaging clinic in St. Paul and completed a merger with an east coast medical firm. Following his time at Co-Med, Mr. Bartling became the CEO of Consulting Radiologists, Ltd, where he expanded both gross revenues and gross operating profits. Further experience in the healthcare sector includes his time at Minnesota Oncology Hematology (2002-2008) where he acted as CEO and was appointed to the Chief Executive Officer’s Council for all of US Oncology. Mr. Bartling received his B.S. in Business Administration from Washington University, St. Louis, followed by a Master of Arts from University of Southern California, a short course MBA from The Program for Management Development at The Harvard University Graduate School of Business Administration where he was a Bush Fellowship Winner, and an MBA from the University of St Thomas. Mr. Bartling also served in the United States Army as a 1st Lieutenant in Thailand and South Vietnam.
Mansor Batayneh, Managing Director, Abu Dhabi
Mr. Batayneh is resident in the firm’s Abu Dhabi office. An accomplished businessman, Mr. Batayneh also has significant government relations expertise in in diverse sectors such as infrastructure projects, real estate projects, and culture and heritage projects.
John Li, Senior Advisor, Hong Kong
John Li, is an Advisor to Global Access in our Hong Kong office. Previously, Mr. Li was the Assistant General Manager and Investment Director at Anbang Asset Management (Hong Kong) Co. Ltd. which is the offshore investment and asset management company of Anbang Insurance Group of China. He was responsible for foreign investments and acquisitions in financial sectors such as banks and insurance companies, as well as in the real estate, energy and consumer sectors which included, for example, Anbang’s acquisition of the Waldorf Astoria in New York. Prior to Anbang. Mr. Li spent more than a decade in investment banking for Deutsche Bank, Merrill Lynch and Goldman Sachs in New York and Hong Kong. Mr. Li graduated from the University of Toronto with a BS in Computer Engineering.