NewVantage Holds 2011 Executive Thought-Leadership Roundtable Dinner Series

BOSTON, MA., October 25, 2011 - NewVantage Partners concludes 2011 Executive Thought-Leadership Roundtable Dinner season with October 19 Boston executive dinner. Dinners are by-invitation-only roundtable discussions among a small group of select business and technology executives. Participants during 2010-2011 included:

• Lynda Applegate, Martin Marshall Professor of Business Administration at Harvard Business School and Chair of The HBS Entrepreneurial Management Program
• Erik Brynjolfsson, Professor at the MIT Sloan School of Business, Director of the MIT Center for Digital Business, and co-author of Race Against the Machine
• Tom Davenport, Visiting Professor at Harvard Business School, President's Professor at Babson College, and best-selling author of Competing on Analytics
• Geoffrey Moore, author of the marketing classic Crossing the Chasm and newly published Escape Velocity, partner at Mohr Davidow Ventures

• Jonathan Bennett, EVP of Digital Commerce and Customer Analytics at The Hartford
• Jeff Carney, Head/Global Marketing at Putnam Investments, and former President of Retirement at Bank of America and Fidelty Investments
• Carolyn Clancy, EVP of Customer Insight at Fidelity Investments
• Todd Eckler, COO/SVP Global Marketing Analytics, Bank of America
• Steve Elterich, former President of e-Business, Fidelity Investments
• Gail Graham, EVP of Marketing at Fidelity Investments, and former EVP Private Client at Fleet Bank
• Claire Huang, EVP of Global Marketing, Bank of America
• Kevin Kramer, Head/Analytics and Optimization at Aetna, former Senior EVP Marketing Strategy/MBNA
• Theresa McLaughlin, Group Executive Vice President/Chief Marketing Officer, RBS/Citizens Financial
• Justine Metz, EVP and Chief Marketing Officer for Global Wealth Management at Bank of America

• Keith Dennelly, CIO/Fidelity Investments Asset Management, former CIO/State Street Global Advisors
• Joe Held, CIO at Standard and Poors
• Harvey Koeppel, Executive Director of the Center for CIO Leadership, and former CIO at CitiGroup
• Bill Krivoshik, CIO at Marsh McLennan, and former CTO at Thomson Reuters and CitiGroup
• Kevin McMahon, EVP, Technology and Operations, ING
• Steve Scullen, President, Personal and Workplace Investing Technology, Fidelity Investments
• David Sprows, CIO/Partner at Wellington Financial
• Mel Taub, former Corporate Technology Officer for CitiGroup, and former CIO of Salomon Smith Barney
• Steve Weinreb, CIO at MetLife for Global Technology Solutions
• Mike Wilens, President, Shared Services at Fidelity Investments.

NewVantage Hosts "Big Data" Data Management Executive Roundtable Breakfasts in Boston and New York

BOSTON, MA., September, 2011 - Big data has been called "the next frontier for innovation, competition, and productivity" (The Economist, May 26, 2011). NewVantage hosted three executive thought-leadership roundtable discussions with Fortune 500 business and technology executives based on NewVantage managing partner Paul Barth's June 30, 2011 CIO Update article The 4 Principles of a Successful Data Strategy. Participants included chief data officers, chief marketing officers, chief strategy officers, chief information officers, and chief information privacy officer representing firms including AIG, Bank of New York, Cigna, CitiGroup, CVS/Caremark, The Hartford, JP Morgan, Pioneer Investments, SunLife Financial, TIAA-CREF, Travelers, and Wellington Financial.

NewVantage Managing Partner Paul Barth Featured Speaker/Moderator at Upcoming Events

BOSTON, MA., May 20, 2011 - NewVantage Managing Partner Paul Barth will be featured at two upcoming industry events. On Tuesday May 24, Dr. Barth will moderate the financial information risk panel at The 2011 North American Financial Informaion Summit in New York City. Panelists will include executives representing Credit Suisse, Bank of New York, Standard & Poors, and Bloomberg. Dr. Barth will be a featured speaker on the subject of leveraging you human resource information assets at The 2011 American Payroll Association Conference in Salt Lake City on Friday May 27.

NewVantage Associate Kate Pugh Releases Latest Book Sharing Hidden Know-How

BOSTON, MA., May 6, 2011 - NewVantage Associate Kate Pugh has published her latest book on knowledge management. Best-selling author and professor Tom Davenport writes, "This book addresses one of the time-honored problems in organizations: 'How do you get people with experience, solutions, and knowledge to share them effectively with those who need those valuable assets?' Pugh tells you how to structure and facilitate these important conversations".

BOSTON, MA., April 1, 2011 - NewVantage Partners holds its 2011 Spring and Summer Boston Executive Thought-Leadership Dinners on April 9, 2011 at Clio Restaurant and on June 16, 2011 at L'Espalier in Boston. Participants include executives and industry thought-leaders representing Harvard Business School, MIT, Fidelity Investments, Bank of America, The Hartford, SunLife Financial, and RBS/Citizens Bank among others.

NewVantage Expands Executive Advisory Board

BOSTON, MA., November 10, 2009 - NewVantage Partners has announced the expansion of its Executive Advisory Board with the addition of Tom Davenport, President’s Distinguished Professor of Information Technology and Managament at Babson College. Tom has taught at Harvard Business School, University of Chicago, Dartmouth’s Tuck School of Business, and the University of Texas at Austin. Professor Davenport has written, co-authored or edited twelve books, including the best-seller Competing on Analytics: The New Science of Winning. He is a frequent contributor to Harvard Business Review.

NewVantage Boston CIO Executive Thought-Leadership Dinner held on May 13

BOSTON, MA., May 15, 2009 - NewVantage Partners held it’s most recent CIO Roundtable dinner on Wednesday May 13 at L’Espalier at the Mandarin Oriental Hotel in Boston. Participants included:

• Lynda Applegate, Martin Marshall Professor of Business Administration at Harvard Business School and Chair of The HBS Entrepreneurial Management Program
• Bill Fandrich, CIO/SVP of Blue Cross Blue Shield of Massachusetts, and former Chief Informatics Officer at Cigna, and former Chief Applications Officer at Liberty Mutual
• Dave Kuttler, CIO/SVP for Vertex Pharmaceuticals, and former Worlwide Vice President of Information Architecture for Johnson & Johnson
• Stuart McGuigan, CIO at CVS, and former CIO at Liberty Mutual and former CIO at Merck
• Chris Peretta, CIO at State Street Corporation, and former CIO at GE Capital
• Steve Sheinheit, former CIO at MetLife and former CIO at Chase Manhattan Bank

NewVantage Practice Leader Steve Sheinheit Speaks at CIO Leadership Conference

BOSTON, MA., May 10, 2009 - NewVantage Partners Practice Leader and Executive Advisor Steve Sheinheit was a featured speaker at the CIO Leadership Conference held in Ponte Verde, Florida May 4-6, 2009. Mr. Sheinheit spoke on the topic “Key Metrics for High Performance CIO Organizations”. He was formerly CIO and member of the executive committee at MetLife, and former CIO at Chase Manhattan Bank. Mr. Sheinheit leads the IT Governance practice for NewVantage Partners and sits on the firm’s CIO executive advisory board. For further information on this program, see CIO Leadership Conference.

BOSTON, MA., April 8, 2009 - NewVantage Partners Managing Partner Paul Barth was a featured speaker at The Enterprise Data World Annual Conference held in Tampa, Florida April 5-9. Dr. Barth spoke on the topic “Leveraging Enterprise Information Management for Business Success” on Tuesday April 7. For further information on the program, see Enterprise Data World 2009.

BOSTON, MA., February 2, 2009 - NewVantage Partners held it’s most recent CIO Roundtable dinner on Wednesday January 28 at Le Bernardin in New York. Participants included current and former CIO’s representing CitiGroup, Freddie Mac, Fleet Bank (Bank of America), MetLife, Chase Manhattan Bank, and Royal Bank of Scotland.

BOSTON, MA., November 3, 2008 - NewVantage Partners held it’s most recent CIO Roundtable dinner on Thursday October 30 at Aujourd’hui at Four Seasons Hotel in Boston. Participants included:

• Marc Gordon, Global CTO at Bank of America, and former CIO of Consumer Banking, Bank of America, and former CIO at Best Buy
• Harvey Koeppel, former CIO at CitiGroup and Executive Director of The Center for CIO Leadership
• Stuart McGuigan, CIO at Liberty Mutual, and former CIO at Merck
• Chris Peretta, CIO at State Street Corporation, and former CIO at GE Capital
• Kevin Roden, CIO at American Tower and former CIO at Iron Mountain and Bank of Boston
• Steve Scullen, CIO of Personal and Workplace Investments at Fidelity Investments
• Bill Wray, CIO and Vice Chairman for Citizens Bank/Royal Bank of Scotland.

NewVantage New York CIO Executive Thought-Leadership Dinner held on August 5

BOSTON, MA., August 7, 2008 - NewVantage Partners held it’s most recent CIO Roundtable dinner on Tuesday August 5 at Bouley in New York. Participants included:

• Lynda Applegate, Martin Marshall Professor of Business Administration at Harvard Business School and Chair of The HBS Entrepreneurial Management Program
• John Fiore, CIO at Mellon Bank of New York, and former CIO at State Street Bank
• Tom Sanzone, Chief Administrative Officer at Merrill Lynch
• Steve Sheinheit, former CIO at MetLife, and former CIO at Chase Manhattan Bank
• Joe Simon, CIO at Viacom
• Joe Smialowski, former EVP of Technology and Operations at Freddie Mac, former Vice Chairman and CIO at Fleet/Bank of America, and former CIO at Sears Roebuck
• Mel Taub, former corporate technology chief for CitiGroup, and former CIO at Salomon Smith Barney.

Joseph Smialowski Joins NewVantage Executive Advisory Board

BOSTON, MA., June 30, 2008. NewVantage Partners Executive Advisory Board has expanded again with the addition of well-known industry executive Joseph Smialowski. Joe has held key technology leadership roles including Executive Vice President of technology and operations for Freddie Mac, Executive Vice President/CIO of Fleet Boston Financial, where he played a leadership role in the corporate integration following acquisition by Bank of America, and Senior Vice President/CIO of Sears Roebuck. He was formerly a partner with Price Waterhouse. Joe holds a BA from Merrimack College and an MS in Computer Sciences from Rochester Institute of Technology.

Noted Author Lynda Applegate Joins NewVantage Executive Advisory Board

BOSTON, MA., June 16, 2008 - NewVantage Partners has announced the expansion of its Executive Advisory Board with the additions of Lynda Applegate, Henry B. Myers Professor of Business Administration at Harvard Business School, and noted author on innovation and technology, and Joseph Smialowski, who was formerly Executive Vice President of Operations and Technology for Freddie Mac, Executive Vice President and CIO of Fleet Boston Financial (acquired by Bank of America), Senior Vice President and CIO of Sears Roebuck, and Partner with Price Waterhouse.

BOSTON, MA., June 16, 2008 - NewVantage Partners has announced the expansion of its Executive Advisory Board with the additions of Lynda Applegate, Henry B. Myers Professor of Business Administration at Harvard Business School, and noted author on innovation and technology, and Joseph Smialowski, who was formerly Executive Vice President of Operations and Technology for Freddie Mac, Executive Vice President and CIO of Fleet Boston Financial (acquired by Bank of America), Senior Vice President and CIO of Sears Roebuck, and Partner with Price Waterhouse.

Veteran CIO Steve Sheinheit Joins NewVantage Executive Advisory Board

BOSTON, MA., March 24, 2008 -- NewVantage Partners has expanded its Executive Advisory Board with the additions of well-known industry executive Steve Sheinheit. Steve was Executive Vice President and Chief Information Officer (CIO) for MetLife. He previously held the position of Chief Technology Officer (CTO). Prior to joining MetLife, Steve held the position of Executive Vice President and Corporate CIO for Chase Manhattan Bank. He is a graduate of the Harvard Advanced Management Program and holds an MBA from Baruch College and BA from City College of NY.

BOSTON, MA., March 24, 2008 - NewVantage Partners has announced the expansion of its Executive Advisory Board with the additions of well-known industry executives Steve Sheinheit and Paul Zazzera. Steve Sheinheit was executive vice president and CIO for MetLife, and formerly executive vice president and CIO of Chase Manhattan Bank. Paul Zazzera was senior vice president and CIO of Time Inc, and Chair of Time-Warner’s CIO Council (AOL, HBO, New Line Cinema, Time Warner Cable, Turner/CNN, Warner Brothers).

BOSTON, MA., February 27, 2008 - NewVantage Partners held it’s Boston small-group CIO and executive thought-leadership dinner on Tuesday February 26 at Aujourd’hui at Boston Four Seasons Hotel. Participants included:

• Lynda Applegate, Martin Marshall Professor of Business Administration at Harvard Business School and Chair of The HBS Entrepreneurial Management Program
• Dave Ellard, former CIO at EMC and Boston Scientific
• Dave Fachetti, General Partner at Globespan Capital
• Kathy Lane, CIO at National Grid and former CIO at Gillette
• Jeff Neufeld, CIO for Retail Brokerage at Fidelity Investments

NewVantage Opens New York Office, Expands Executive Advisory Board

BOSTON, MA., October 27, 2007 - NewVantage Partners has announced the opening of it’s New York office effective October 29, 2007. NewVantage now has offices in Boston, San Francisco, and New York. The company also announced expansion of its Executive Advisory Board with the additions this month of Harvey Koeppel and John Keane. Harvey is currently Managing Director for the newly established Center for CIO Leadership, a collaboration of IBM, Harvard University, and other leading academic institutions. He was formerly Global Consumer CIO for CitiGroup. John Keane is currently Managing Partner of King Hill Capital, a private equity firm. John was previously a member of the executive leadership team for Keane Consulting, and founder and CEO of ArcStream Solutions.

Harvey Koeppel Joins NewVantage Executive Advisory Board

BOSTON, MA., October 27, 2007 -- NewVantage Partners has announced the expansion of its Executive Advisory Board with the additions of well-known industry executive Harvey Koeppel. Harvey is Executive Director of the Center for CIO Leadership, a collaboration of IBM and leading academic organizations. He previously served as Chief Information Officer (CIO) of the Global Consumer Group for CitiGroup from May 2004 through June 2007, and as a consultant led the integration of acquisitions including Travelers Insurance for CitiGroup, and projects for JP Morgan Chase.

BOSTON, MA., July 9, 2007 - NewVantage Partners Managing Partner Randy Bean has been named to the Advisory Board for Future Forward 2007 to be held on Thursday November 8, 2007. Recent speakers include Former Vermont Governor and Presidential Candidate Howard Dean, Segway Founder Dean Kamen, EMC Chairman Michael Ruettgers, Cullinet Software Founder John Cullinane, and Boston Scientific Founder John Abele.

BOSTON, MA., May 18, 2007 - NewVantage Partners Managing Partner Paul Barth was featured panelist at the 2007 MIT CIO Symposium to be held on Thursday May 17 in Cambridge, MA. Dr. Barth appeared on the panel “The Changing Role of IT and Marketing”. For further information see MIT CIO Symposium

BOSTON, MA., February 1, 2006 -- NewVantage Partners hosted its most recent CIO Executive Roundtable at the Boston offices of Nixon Peabody on February 1, 2006. Roundtable participants included:

• Jerry Cristoforo, CTO, State Street Bank
• Tom Curran, CIO of Human Services for the Commonwealth of Massachusetts
• Dave Ellard, former CIO at EMC and Boston Scientific
• Steve Elterich, CIO and President of Fidelity Investments Systems Company
• KK Krishnakumar, CIO at Investors Bank and Trust.

BOSTON, MA., November 11, 2005 -- NewVantage Partners moderated the November 10 Ernst & Young Milestones CIO Panel held at the Sheraton Hotel in Needham, MA. The program was moderated by NewVantage managing partner Randy Bean. Panel participants included:

• Joe Antonellis, Vice Chairman and CIO, State Street Bank
• Don Haile, CIO and President of Fidelity Investments Systems Company
• Peter Quinn, CIO for The Commonwealth of Massachusetts
• Bill Wray, CIO and Vice Chairman for Citizens Bank/Royal Bank of Scotland.

For more information on the program, see: November 10, Ernst & Young CIO Keynote

BOSTON, MA., May 20, 2005 -- NewVantage Partners hosted it's most recent CIO Private Dinner at Great Bay at the Hotel Commonwealth in Boston on May 19, 2005. Current and former CIO's and senior business executives from across industries shared their perspectives on enterprise information strategies. Guests included:

• Paul Bergamo, CTO at Liberty Mutual
• Puneet Bhasin, CIO at Monster Worldwide
• John Fiore, CIO at Mellon and Bank of New York, and former CIO at State Street Bank
• Steve Flammini, CTO at Partners HealthCare
• Gerry Gallivan, former SVP/Worldwide Sales and Marketing and member of the executive committee for Merck
• Jim Goodwin, EVP/Internet Banking at Bank of America
• Bob Metcalfe, Ethernet Inventor and former 3Com Founder; and current Partner with Polaris Ventures
• Peter Quinn, CIO for The Commonwealth of Massachusetts.

BOSTON, MA., November 12, 2004 -- NewVantage Partners hosted the CIO Keynote Panel at the Ernst & Young Milestones Conference in Boston on November 11, 2004 The CIO Keynote session was moderated by Dr. Paul Barth of NewVantage Partners. CIO Keynote panel participants included:

• Paul Bergamo, CTO at Liberty Mutual
• Dennis Callahan, CIO at Guardian Life Insurance
• Don Haile, CIO and President of Fidelity Investments Systems Company
• Peter Quinn, CIO for The Commonwealth of Massachusetts
• Jeff Scott, CTO at Thomson Financial.

BOSTON, MA., October 8, 2004 -- NewVantage Partners hosted the CIO Keynote Panel at the Ernst & Young Milestones Conference in San Mateo on October 7, 2004 The CIO Keynote session was moderated by Dr. Paul Barth of NewVantage Partners. CIO Keynote panel participants included:

• Doug Merrill, CIO at Google
• Ameet Patel, CIO at JP Morgan Lab Morgan
• Shawn Farschi, CIO at WebEx
• Ulrich Seif, CIO at National Semiconductor.

BOSTON, MA., September 24, 2004 -- NewVantage Partners held it's Boston CIO Advisory Dinner at Capital Grille on Monday September 20, 2004. A small group of Fortune 1000 CIO's gathered to share their perspectives in a casual small-group setting. Guests included:

• Dean Athanasia, CIO of Bank of America Global Wealth and Investment Management organization
• Kevin Roden, CIO at Iron Mountain, and former CIO at Bank of Boston
• Joe Smialowski, former EVP of Technology and Operations at Freddie Mac, former Vice Chairman and CIO at Fleet/Bank of America, and former CIO at Sears Roebuck
• Mel Taub, former corporate technology chief for CitiGroup, and former CIO at Salomon Smith Barney.
• Bill Wray, CIO and Vice Chairman for Citizens Bank/Royal Bank of Scotland
• John Wright, CIO/EVP at SunLife Financial.

BOSTON, MA., August 16, 2004 -- NewVantage Partners has announced establishment of a CIO Advisor role. The CIO Advisor will work with NewVantage to host a series of invitation-only CIO Breakfast and Dinner events to bring together Fortune 1000 CIO's in peer-group interaction. Mel Taub was corporate Technology Officer (CTO) for CitiGroup, and was previously CIO for Salomon Smith Barney. Joe Smialowski was CIO and executive vice president of Fleet Boston Financial (Bank of America), and a member of the integration team following the Bank of America acquisition. He was formerly CIO and senior vice president for Sears Roebuck, and a partner with Price Waterhouse.