Ivan has worked with complex family businesses in the USA, Canada, Asia, Europe and Latin America, and has made significant contributions to the understanding of family business governance and succession. He was one of the founders of the Family Firm Institute (FFI) and the first editor of its professional journal, the Family Business Review.
After receiving B.A., M.A. and Ph.D. degrees from Columbia University, Ivan taught at the Columbia Graduate School of Business. He became a professor of organizational behavior at the Yale School of Organization and Management for seven years before going into consulting. His latest book, “Succeeding Generations,” published by Harvard Business School Press, has been widely praised as a landmark work.
Ivan is a frequent speaker at family business programs organized by universities and industry groups. He is on the faculty of Kellogg School of Management at Northwestern University.
Fernanda is a Senior Associate working primarily in Central and South America. Fernanda has extensive experience supporting families in the process of generational transition, with a particular focus on designing corporate and family governance, developing policies to support governance, designing leadership transition processes, developing shareholders agreements and family agreements, and developing educational programs to prepare the next generation.
Prior to joining LGA, Fernanda led a turnaround effort in a large family-owned retail business, designing the transition from family to professional management, establishing a formal board of directors with independent members, and eventually leading the transition back to family management. Fernanda also has extensive investment banking experience, providing strategic and financial advice to a large number of family businesses in Latin America. Her projects included strategic planning, mergers and acquisitions, raising capital, financial restructuring, management compensation, and shareholder agreements.
In addition to her consulting work with LGA, Fernanda currently serves on several boards in Central America and Colombia. She holds a BS degree in Industrial Engineering and an MBA degree from the Haas School of Business, University of California at Berkeley. Fernanda is Colombian and speaks Spanish, English and Portuguese.
Gustavo Adolfo Carvajal is currently the Chairman of the Board of CARVAJAL S.A., a multi-division family business founded over 100 years ago in Cali, Colombia. Over the past 30 years, while making his career in the company, Gustavo’s has also participated in the Carvajal family council and on the Board of the CARVAJAL Foundation. He also served from 2011 to 2013 as Colombian ambassador to France and UNESCO in Paris.
Gustavo has extensive experience as a director in many family and non-family corporate boards, and has acted as independent advisor to several Colombian business families. He recently joined Lansberg, Gersick & Associates (LGA) as an Affiliate, advising family enterprises on matters of complex corporate governance. Gustavo is also actively involved with the LGA’s “Jumpstart Program” designed to help the chair, directors and executives of family enterprises realize the Board’s full potential.
Gustavo holds a BA degree in Economics and Political Science from Adelphi University in Garden City, New York and an MBA degree from BABSON College in Wellesley, Massachusetts.
Marta Viegas is the Corporate Governance Lead Officer at the Inter-American Investment Corporation - IIC, based in Washington DC. She is responsible for the oversight of corporate governance risk in relation to the IIC’s operations and for providing expert advice regarding corporate governance risk appraisal, management and mitigation. She advises on issues such as minority shareholders’ rights, board effectiveness, transparency and control environment, management liability, related party transactions and conflicts’ of interest.
Before joining the IIC, she worked in private law firms in Brazil and in the U.S.A for more than 18 years, being partner of a major Brazilian firm for almost 10 years. She served as director of the Brazilian Institute of Corporate Governance – IBGC for 3 years and coordinated the efforts to create the Brazilian Corporate Governance Code under the “comply or explain” model. She also served in the audit committee and fiscal council of Brasilprev Seguros e Previdência S.A., one of the largest Brazilian private pension companies, for 8 years.
She has a bachelor’s degree from Pontifícia Universidade Católica São Paulo (PUC/SP) and a LL.M/K degree from the Law School of Northwestern University and the Kellogg School of Management.
Jaime oversees the Inter-American Investment Corporation’s (IIC) Advisory Services and Blended Finance program, focused on mainstreaming sustainability considerations in private investment in Latin America and the Caribbean. Prior to that he was the Head of Sustainability Reporting and Private Sustainability Finance at the UN Global Compact, where he coordinated the involvement of
businesses and institutional investors in the UN Sustainable Development Goals, the Finance for Development Conference and the COP 21.
Jaime has also worked at the Inter-American Development Bank (IDB), where he led the development of the IDB’s sustainability action plan and the Bank’s efforts to increase the strategic focus and development impact of its private sector activities. His earlier career spanned technology and management consulting, international development project management, and start-ups.
Jaime attended ICAI university, Madrid, and Ecole Centrale de Paris, where he received a dual degree in Industrial and Electrical Engineering. He received an MS in Industrial Engineering and a graduate degree in Management of Technology from the University of California, Berkeley.
Jeffrey A. Lehtman is co-chair of the Litigation Department at RK&O. Mr. Lehtman has extensive experience in securities enforcement, regulatory investigations and complex cross-border litigation and regulatory matters. He has particular expertise in counseling clients in connection with civil, criminal and regulatory issues arising in their international operations, ranging from corporate governance issues to devising strategies for mitigating potential reputational risk to firms and individuals and interfacing with local regulatory authorities in foreign jurisdictions. Mr. Lehtman has broad experience in the international arena and advises clients facing parallel investigations by both U.S. and foreign authorities.
Mr. Lehtman represents public companies, multinational companies, multilateral development banks, and officers and directors in connection with investigations before the SEC, the DOJ, the Financial Industry Regulatory Authority and numerous other domestic and foreign regulatory and government bodies. In addition, Mr. Lehtman has conducted internal investigations on behalf of board committees concerning potential violations of the Foreign Corrupt Practices Act, anti-money laundering regulations and issues related to other legal and regulatory requirements. Mr. Lehtman also has conducted numerous investigations on behalf of companies into potential violations of applicable laws and regulations and internal policies and procedures arising from regulatory inquiries and employee ethics complaints.
Prior to joining RK&O, Mr. Lehtman was Senior Regional Counsel at Citigroup, where he was responsible for regulatory, litigation and corporate matters involving Latin America. Mr. Lehtman also served as a trial attorney in the Office of International Affairs, U.S. Department of Justice and was a partner at an international law firm based in Washington, D.C.
Terena P. Rodrigues has over 20 years of experience working in-house and at law firms globally. During her tenure as General Counsel and member of the executive management board of Embraer S.A., a Brazilian headequarted publicly traded company, Mrs. Rodrigues led corporate governance and compliance activities while supporting global business. Mrs. Rodrigues structured and implemented the company’s international compliance programs (anticorruption, export control), including creation and revision of policies and procedures, training, and development of risk assessment protocols. She has been a regular speaker on compliance matters, legal department management, and the legal profession.
Before joining Embraer, Mrs. Rodrigues worked as Senior Legal Counsel at United Technologies Corporation and as an International Associate at Wilmer, Cutler & Pickering.
Mrs. Rodrigues holds a LL.B. from the University of São Paulo and a LL.M. from the Georgetown University. She is a member of the New York and the Brazilian Bar Associations. Currently, Mrs. Rodrigues works as a consultant assisting companies and law firms on her areas of expertise.
Matthew Fowler is a Lead Integrity Officer in the Office of Institutional Integrity (OII) at the Inter-American Development Bank, which he joined in 2009. In this capacity, he coordinates OII’s oversight of integrity risk in relation to the operations of the Inter-American Investment Corporation (IIC) and provides expert advice regarding the assessment and mitigation of integrity risks – including risks arising from corruption, money laundering and abusive tax practices. Mr. Fowler is a U.S. attorney specialized in FCPA and anticorruption compliance. Before joining the IDB, he worked for 2 years as in-house FCPA counsel for a Fortune 50 company, and 8 years working on FCPA and other international matters for private U.S. law firms.
Appointed as the UN Special Advisor to the Global Compact in 2013, Ms. Bank Jorgensen now serves as the President of Global Compact Network Canada; Canada's network for responsible businesses and organizations. Further she is the CEO of a certified Woman-Owned business, B.Accountability.
Ms. Bank Jorgensen brings over 25 years of experience advising Boards and leading global companies, investors, and governmental and non-governmental institutions, such as Unilever, IKEA, Nike, Lego, Novo Nordisk, Shell, Monsanto, the Danish Government and the EU on strategy and reporting. She has also advised many companies, as well as the IFC, the World Bank Group, and SIDA on Responsible Global Supply Chains, and is a global facilitator for the Global Compact Board Program.
Ms. Bank Jorgensen was the creator of the world's first Green Account and later the world's first Integrated Report and first holistic supply chain program. She serves at HRH Prince of Wales Accounting for Sustainability (A4S) Expert Panel and has authored several books, penned numerous articles and is a recognized speaker at events. She holds a degree as Business Lawyer, Master of Science in Business Administration and Auditing, and is a State Authorized Public Accountant.
She has been interviewed by Forbes on how to ‘Leverage Gender Diversity to Yield High Financial and Human Returns’, by Bloomberg TV about Gender Equality and spoke at the UN High Level Panel on Women Economic Empowerment.
Prior to living in Canada, she lived in Denmark and the US, where for 11 years she was a partner with PwC, leading the sustainability and climate change practice.