Oct 14, 2016

Ron Gallatin, Former Lehman Brothers Leader, to Kick Off B&P Industry Icon Season

Amid premium networking, business leaders and professionals will have a unique opportunity to hear from Ron Gallatin, Former Member of the Operating Committee, Director of Corporate Strategy and Product Development, and Managing Director of Lehman Brothers Inc. Gallatin, also a prominent local philanthropist, will keynote the season’s first Lewis Katz Industry Icon Series event on Friday morning, October 28, 2016.

Well over 100 local professionals attended each of the past four seasons’ widely acclaimed Industry Icon events and they’ll gather once again in Zinman Hall on the Federation campus at 9901 Donna Klein Blvd. in Boca Raton. Breakfast (dietary laws observed) networking will begin at 8:00 a.m., and the program will start promptly at 8:30 a.m. The couvert for the morning is $36 per person.

Named for a preeminent icon of industry and philanthropy, the Lewis Katz Industry Icon Series is a program of the Jewish Federation of South Palm Beach County’s Business & Professional Division (B&P).

The former Managing Director of Lehman Brothers Inc., Ron Gallatin was responsible for a series of financial innovations, most notably Zero Coupon Treasury Receipts, Money Market Preferred Stock (and the resulting Auction Rate Securities Market) and Targeted Stock.

"We’re extremely proud to have Ron Gallatin launch our 2016-17 series, and are excited for the opportunity to learn from this true icon,” said Lauren Cohen, Industry Icon Series Co-Chair. “His industry insights, professional advice and philanthropic leadership will be of high interest and great value to all attendees across B&P members' broad range of industries and professions. We are excited to continue the quality programs upon which we have built our strong reputation. Last year, we featured Royal Caribbean CEO, Richard Fain; Chairman & CEO of Georgia Aquarium, Michael Leven, and Miami Marlins President, David P. Samson.”

“In just a few years, the B&P Division, now co-chaired by Gregory Gefen and Tracy Kawa, has built a diverse community of South Palm Beach County business leaders and professionals who look forward to gathering on a regular basis,” said Lauren Cohen’s co-chair, Jeff Shavitz. “We learn together as we make meaningful professional and personal connections through high-level networking opportunities, informative programs with industry experts and philanthropic activities that just keep proving how good they are for business as well as our community.”

To RSVP, visit jewishboca.org/bpnetworking. For more information, contact Sonni Simon at 561.852.3128 or SonniS@bocafed.org.

The Boca Raton Observer is the Icon event’s Exclusive Magazine Sponsor, and Commercial Printers, Inc. is the Federation In-Kind Printing Sponsor.

RON GALLATIN

Ron Gallatin served as a Managing Director of Lehman Brothers Inc., where he was a member of the Firm’s Operating Committee and both its Director of Corporate Strategy and Director of Product Development until his retirement on December 31, 1995. During his 23 years with Lehman, Mr. Gallatin had various senior roles in both its investment banking and capital markets divisions and was responsible for a series of financial innovations, most notably Zero Coupon Treasury Receipts, Money Market Preferred Stock (and the resulting Auction Rate Securities Market) and Targeted Stock. Mr. Gallatin was one of the partners involved in the 1984 sale of Lehman Brothers to American Express, and was the senior banker in the 1987 public offering of Shearson Lehman Brothers, the 1990 buyback of Shearson Lehman Brothers by American Express and the 1994 spinoff of Lehman Brothers to the American Express shareholders, as well as the architect of all the Lehman Brothers Compensation Plans during the ten years preceding the 1994 spinoff. From 1996 - 2000 Mr. Gallatin served as Senior Advisor to the Chairman of Lehman.

Mr. Gallatin has guest lectured on derivatives and other new products at the Columbia University Business School and the Sloan School of Management at MIT, and was the only non-academic to have lectured at a seminar for the faculty of Harvard Business School. He has served on boards of public companies, testified as an expert witness in multiple areas, was appointed as an arbitrator in the resolution of multibillion corporate transactions, and has been retained by multiple companies on an array of different complex financial matters. A graduate of New York University, both Brooklyn and New York University Law Schools, Ron has a Bachelor’s and Juris Doctor, and Master of Laws (taxation) degrees and is a Certified Public Accountant.

Subsequent to his retirement Mr. Gallatin who, with his wife, had been a donor to a myriad of Jewish causes, and both chaired events and led Missions to Israel for UJA/Federation of NY, bought a home in Boca Raton and expanded his philanthropic work and served as the Treasurer, Major Gifts Chair and member of the Executive Committee of the Jewish Federation of SPBC, Vice President- Strategic Planning of the Adolph and Rose Levis JCC, and is currently Vice Chair- Strategic Planning of the Ruth and Norman Rales Jewish Family Services.

Ron is also Chairman, President & CEO of Hands on Tzedakah (“HOT”), a public charity that he and his wife founded 13 years ago. They annually pay all of its expenses and make an annual programmatic gift to seed the funding of 46 separate projects with 38 separate organizations that HOT collaborates with locally, in other parts of the United States, in Israel and Guatemala. The Gallatins’ gifts offer HOT’s other donors the opportunity to know 100% of what they give goes to help those in need, and allows them to pick the project, or projects, they want to expand in the safety net areas of: The Poor and The Hungry, Youth at Risk, The Elderly, Special Needs, Compassionate Care and Victims of War, Terror and Natural Disasters.

Ron and his wife, Meryl are Prime Minister Level donors and members of the Ketubah Society of the Jewish Federation of South Palm Beach County. They have been honored many times for their philanthropic work by many local organizations including Ruth and Norman Rales Jewish Family Services, American Friends of Magen David Adom, the Rotary Club of Boca Raton and B’nai Torah Congregation. Ron served on the Board of St. Andrews Country Club for seven years, four as Executive Vice President and five as Golf Chair.