Michael J. Ho has over 20 years of experience in the finance industry. He is managing director at CLB Advisory and was a co-founder of its predecessor, CLB Partners. He was a principal in mergers and acquisitions and director of Asia-Pacific investment banking at Robertson Stephens & Company, a leading financial advisor to emerging growth companies in the high-technology, health care, consumer products and specialty retailing industries. Before joining Robertson Stephens, he was in the mergers and acquisitions department at the First Boston Corporation under the direction of Bruce Wasserstein and Joe Perella.
Michael is Professor of Practice at theUniversity of Virginia Darden School of Business, where he is responsible for the school's electives in mergers and acquisitions. His research interests include mergers and acquisitions, initial public offerings, equity research analysts' behavior, investment bank reputations and underwriter choice in initial public offerings.
Michael has also served as a professor of finance at Babson College and Butler University, teaching courses in financial statement analysis, enterprise valuation, corporate restructuring and investment banking. He is currently a director of the Telamon Corporation and FibroChem, LLC.
Elizabeth has 20 years of varied experience in the banking industry. For the last ten years at CLB Advisory, she has worked with banking clients to affirm and adjust the organization’s strategy and build customized, measurable approaches to execute the refined strategy. Her work involves building and implementing marketing processes, business measurements and technical capabilities in Commercial Banking, Corporate Banking, Business Banking, Wealth Management, Treasury Management, Capital Markets and Investment Banking.
Her work at CLB Advisory supports strategy implementation through design, development and delivery of customized education programs needed for successful strategy execution. Elizabeth serves as both instructor and developer of corporate finance, treasury management and strategic marketing programs.
As a Vice President at CLB Partners (a predecessor company of CLB Advisory), Elizabeth has worked in the middle market advisory group, specifically in the area of mergers and acquisitions, capital structure analysis, valuation and strategic analysis.
Prior to joining CLB Advisory, she served as a national manager in the financial advisory training group at Bank of America, where she led the development and delivery of programs in corporate finance, valuation, capital structure, and strategic analysis. Also at Bank of America, she served as a Commercial Banking Client Manager, implementing financing transactions for both private and public middle market companies. Her range of industry experience includes manufacturing, distribution, healthcare, general contracting, financial intermediaries and service industries.
Elizabeth has guest lectured and developed case studies at Babson College and the Darden School of Business at the University of Virginia. She is active in her community, serving on the Board of Directors for Easter Seals UCP of North Carolina and Virginia. Elizabeth earned her MBA from the Babcock Graduate School of Management at Wake Forest University in North Carolina, and holds BA degrees in both Spanish and Economics from the University of Virginia.
Rajeev has over 20 years of line experience in Wholesale Banking. He has held senior positions in Corporate Banking, Credit Risk management, Investment Banking and Financial Markets.
From 2005 to 2010, Rajeev was the Chief Curriculum Architect for Wholesale Banking in Standard Chartered Bank (SCB). In his position, Rajeev and his team designed, developed and delivered learning solutions across Wholesale Banking in SCB.
In SCB, Rajeev personally designed, developed and delivered learning solutions in Credit Risk, Trade Finance and Account Strategy. The Credit Risk course was a mandatory internal certification course for all staff involved in risk assessment, or risk management.
Based in Singapore, Rajeev joined CLB Advisory in 2010 where he focuses on designing, developing and delivering learning solutions in Credit Risk, Trade Finance and Account Strategy. Currently four international banks have engaged CLB to design, develop and deliver wide range of learning solutions.
Rajeev has conducted courses in China, Korea, South Asia, Middle East and Africa. Because of this exposure, Rajeev understands the cultural nuances, and adjust his delivery style to effectively engage the audiences.
Rajeev received Bachelors degree in Chemical Engineering and Masters degree in Management. He was on the visiting faculty of Mumbai and Pune Universities where he taught finance and marketing courses to second year MBA students.