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A B  C D E F  G H I J K L M N O P Q R S T U V W X Y Z -- ALL
Brian Abrams | Anselm Adams | Eric Alt | David Andryc | Thomas Angell | Rodrigo Barfield | Quint Barker | Marshall Bartlett | Jake Barton | Thomas Bradley | Laure Brasch | Delaney Brown | John Buser | Sharmila Chatterjee Kassam | Chris Clair | Stefan Clulow | Lorraine Corlet | John Daly | Martin Day | Anne Dinneen | Robert Discolo | Joseph Drohan | Clay Drury | Jamie Ebersole | Kirk Falconer | Anne-Marie Fink | Benoit Flammang | John Fox | Danielle Fugazy | Charles Grace | Logan Greenspan | Sanjay Gupta | Gordon Hargraves | Neal Hill | Meredith Jones | Ralph Keitel | Michael Kelly | Charles Krusen | Ken Lehman | Josh Lerner | Ryan Levitt | Cari B. Lodge | Cheryl Maliwanag | Jonathan Marino | John Marron | Reynold Martin | Kristina Matthews | Marina Mavrakis | Craig Mitchell | Howard Morgan | Michael Moy | Dr. Olaf Neubert | Max Osborne | Bo Ramsey | Bradley Rathe | John Regan | Mark Rodger | Gregory Roth | Federico Schiffrin | Richard Seewald | Jeffrey Somers | Irwin Speizer | Kenny Springfield | David Toll | Eric Upin | Ivan Vercoutere | Don Vollum | Kelly M. Williams | David Wilton | Bethany Woods | Matthew Wright | Michael van Biema
Brian S. Abrams is the Director of Alternative Investments for the Alcatel-Lucent’s Pension Fund where he is responsible for developing and implementing the investment strategies for the fund’s global private equity and real estate portfolios. Prior to joining Alcatel-Lucent, Mr. Abrams was the Director of Alternative Investments for FINRA’s Investments Office where he oversaw the global private equity, real estate and hedge fund portfolios. Before FINRA, Mr. Abrams was a Manager for the Howard Hughes Medical Institute where he helped manage the private equity and real estate portfolios. Prior to joining Howard Hughes Medical Institute, Mr. Abrams was the Real Estate Portfolio Manager where he oversaw the real estate program for the DuPont Pension Fund.
Mr. Abrams holds a CFA, has an M.B.A. in Finance from George Washington University and a B.S. from Syracuse University. Mr. Abrams has been a member of the Board of Editors of the Institutional Real Estate Letter, the Urban Land Institute, NAREIT, and Association of Investment Management Research.
Anselm Adams is Director and Private Equity Senior Portfolio Manager at PECA Limited (member of the Institutional Limited Partners Association, British Venture Capital Association and Private Equity Investors Association) part of a European Single Family Office, which invests in private equity assets (FoF, funds and direct co-investments) in Europe, North America, Latin America and Asia.
Mr. Adams is member of the Investment Committee of Reig Patrimonia (Single Family Office) and also Board or Advisory Board member of some of PECA’s funds and direct investments.
Mr. Adams has over 19 years experience in private equity and venture capital investing and investment banking having worked at Schroders, Merrill Lynch and Goldman Sachs. He has a B.S. in Electrical Engineering from SUNY at Stony Brook; and as a Fulbright Scholar, a M.S. in Electrical Engineering and a M.S. in Biomedical Engineering from the University of Pennsylvania. In addition, he has studied an AMP/PADE at IESE and also, has participated in programs at the Harvard Business School, University of Chicago/Booth School of Business, EVCA and ILPA Institutes. He has passed the Series 3, 7, 63 and SFA exams.
Eric Alt is a Managing Director, Director of Research, and Head of the Absolute Return group which covers credit, distressed, and absolute return investments. He is also a member of the firm's Executive Committee and Investment Review Committee.
Prior to joining the firm in 2006, Mr. Alt spent four years as a Managing Director in convertible securities at Piper Jaffray & Co. in San Francisco. Previously, he worked for Robertson Stephens, most recently as a Managing Director in the convertible securities department. While at Piper Jaffray & Co. and Robertson Stephens, Mr. Alt was involved in over 100 convertible new issue and restructuring transactions. Prior to joining Robertson Stephens in 1997, Mr. Alt was a principal in an entrepreneurial venture and also worked at Kluge & Company, a private investment firm, where he focused on venture investments. He started his career in 1989 at Arthur Andersen & Co. in Dallas as a Certified Public Accountant in the firm's Real Estate Advisory group.
Mr. Alt was named one of Institutional Investor's 2011 Rising Stars of Hedge Funds. He is a member of the Investment Committee of Dignity Health. Mr. Alt graduated summa cum laudefrom The University of Texas at Austin with a B.B.A. in Accounting and earned an M.B.A. from The Wharton School of The University of Pennsylvania.
David Andryc has been a private equity investor for 23 years. After serving as a partner of a middle market US buyout fund, he founded Auda International’s co-investment program in 2001. At Auda, he has managed two flagship co-investment funds and also led the purchase of a secondary direct portfolio consisting of 23 underlying companies. Founded in 1989, Auda is a global private equity investment firm affiliated with Harald Quandt Holding, with approximately $4.8B of commitments under management and offices in New York, Bad Homburg (Frankfurt), London and Hong Kong.
Tom Angell is the principal-in-charge of Rothstein Kass’ national Commercial
Services Group and its Private Equity practice, and he is a member of the Firm’s
Tom has extensive experience with both public and private companies, including advising private equity funds and investment advisors on all aspects of private equity transactions, such as raising financing, deal origination and structuring. He has over 25 years of experience providing audit, tax and consulting services to middle market businesses in the manufacturing, distribution, and service industries. Additionally, Tom specializes in organizational structure, operational issues and mergers and acquisitions for middle market businesses.
Tom is a certified public accountant and he is a member of the New Jersey, New York, and Virginia Societies of Certified Public Accountants as well as the American Institute of Certified Public Accountants (AICPA). He received a Bachelor of Science degree in Business Administration from Rutgers College and a Master of Business Administration degree in Information Systems from the Rutgers Graduate School of Management.
His activities outside the Firm include membership in and serving as a former chair of the AICPA Large Firm networking group. Tom also serves as a treasurer to the Drumthwacket Foundation in New Jersey.
Mr. Barfield is a partner at Real Infrastructure Capital Partners (REAL), a private equity fund focusing on power generation infrastructure in Latin America. Prior to developing the fund’s concept and founding REAL, Mr. Barfield was a Director of Investments with Middle East and Asia Capital Partners’ (“MEACP”) US$400 million Asia Clean Energy Fund. At MEACP he created the fund concept, wrote the initial PPM, closed over US$70 million in LP commitments and originated/negotiated the initial project pipeline for that fund. Prior to MEACP, Mr. Barfield was a Deputy Director of Investments for Emerging Markets Partnership’s US$730 million IDB Infrastructure Fund, covering infrastructure investments in Asia and the Middle East, specifically involved with investments in energy and oil and gas services companies. Previously, he was an Infrastructure Finance Specialist at the World Bank. Prior to joining the World Bank he worked in investment banking in New York, London, and Sydney in varying capacities for such firms as JP Morgan and AIG.
Mr. Barfield is a dual citizen of the United States and Brazil.
Quint Barker joined NYLCAP in 2000 and is involved in all of its investment activities, with a concentration on equity co-investments. Prior to NYLCAP, Mr. Barker was a Vice President in PaineWebber's Principal Transactions Group, covering a $1 billion portfolio of buyout, venture capital, real estate, and hedge fund investments for the firm and its top executives. Prior to PaineWebber, Mr. Barker worked in the Private Finance Group of New York Life, where he managed a portfolio of private equity, mezzanine, and non-investment grade debt investments. Mr. Barker earned a Bachelors in Electrical Engineering from Georgia Tech and an MBA from Duke University. Mr. Barker is a holder of the Chartered Financial Analyst designation.
Marshall Bartlett is a Managing Director of Fisher Lynch Capital, a boutique private investment firm with $2 billion in capital under management focused on private equity co-investments and funds-of-funds. He serves on the firm’s Investment Committee and is one of the leaders of its co-investment practice. In his role he has overseen investments across multiple industries, fund strategies, and with multiple sponsors, and serves on several portfolio company boards of directors. He additionally plays a leadership role in marketing at Fisher Lynch Capital, along with the recruitment and management of the firm’s investment team.
Prior to joining Fisher Lynch Capital, Mr. Bartlett was a partner at Parthenon Capital, a middle-market private equity firm with $2.2 billion in capital under management. While at Parthenon Capital, Bartlett was involved in some of the firm’s most successful investments across a variety of industry sectors and transaction structures. Before joining Parthenon Capital, Marshall was with The Parthenon Group, a strategy consulting firm. Earlier in his career, Marshall was with Saugatuck Capital, a private equity firm focused on lower middle market buyouts and growth equity transactions, and the corporate finance and private equity group of Brown Brothers Harriman & Co.
Bartlett earned his M.B.A. at the Tuck School of Business at Dartmouth College and his B.A. in History at Yale University.
Jacob M. Barton is Senior Portfolio Manager for Promus Capital, a multi-family investment office in Chicago. Promus Capital runs a number of investment funds and strategies covering the areas of: Private Equity, Venture Capital, Micro Finance, Real Estate, Hedge Funds, and Managed Futures. He is on the Investment Team and Risk Committee for several fund of funds products in the Hedge Fund and CTA spaces. Prior to joining Promus Capital, Mr. Barton was the Director of UCITS Projects and a member of the Investment Committee at Efficient Capital Management. Prior to working at Efficient, Mr. Barton was the Director of Operations at The Livingstone Corporation in the Publishing Services industry. From 1997 until 2004 he served as a Surface Warfare Officer in the United States Navy with a Nuclear Power subspecialty. From 2002 to 2004, Lieutenant Barton was Assistant Professor of Naval Science at Northwestern University. Mr. Barton holds a BS in Mechanical Engineering from Northwestern University and an MBA from the Kellogg School of Management. He also holds a Series 3 certification.
Mr. Bradley is a Partner at StepStone Global LP. He co-manages their New York office and helps manage the firm’s secondary investment practice. He sits on the firm’s Investment Committee for primary, secondary and co-investments and co-leads the firm’s US Middle Market buyout sector team. In addition, Mr. Bradley is also involved in the firm’s advisory business where he co–manages certain key institutional relationships.
Formerly, Mr. Bradley was a Partner at Pomona Capital, where he helped oversee the firm’s secondary, primary and co-investment practices, representing over US$6 billion in total commitments from a diverse group of global investors. Prior to that, Mr. Bradley was a Vice President at Hambrecht & Quist, a growth-oriented investment bank.
Mr. Bradley received his BA from Denison University.
At Franklin Park, Laure A. Brasch leads the post-investment monitoring efforts, which includes fund manager oversight, investment compliance and performance reporting. She also leads the firm's operational due diligence efforts, providing pre-investment assessments of the back office infrastructure of prospective fund managers. Ms. Brasch interacts with clients on a variety of portfolio matters. Prior to joining Franklin Park in 2006, Ms. Brasch worked with SEI Investments and Kreischer, Miller & Co., a public accounting firm. She is a Certified Public Accountant. Ms. Brasch received a B.B.A. in Accounting from Temple University.
As Head of the Americas, based in Boston, Delaney is responsible for all Hermes GPE’s private equity manager relationships in the Americas and for coordinating the sourcing, due diligence and monitoring of funds and co-investments in the region. Hermes GPE is a specialist independent global private markets investor, active in private equity and private infrastructure. The firm manages $10 billion* of capital for leading institutional investors and pension funds via bespoke and diversified investment portfolios.
Delaney has 12 years private equity experience and is a member of the Hermes GPE Investment Committee. He has led the due diligence on funds, across venture capital, growth and buyouts in the Americas and Europe and holds a number of advisory board seats. He was previously at Almeida Capital, the placement boutique, where he was involved in the marketing of funds in the US, Europe and Asia. Delaney began his career as a research scientist at SmithKline Beecham where he worked in the vascular biology department.
John P. Buser is Global Head of Private Equity Fund of Funds for NB Alternatives and a Managing Director of Neuberger Berman. He is also a member of the Investment Committee, Co-investment Investment Committee and Secondary Investment Committee. Before joining NB Alternatives in 1999, Mr. Buser was a partner at the law firm of Akin, Gump, Strauss, Hauer & Feld, L.L.P., where he had extensive experience in the practice of domestic and international income taxation during his 17 year tenure. Mr. Buser was admitted to the State Bar of Texas in 1982 after receiving his J.D. from Harvard Law School. Prior to attending law school, Mr. Buser graduated summa cum laude with a B.S. in accounting from Kansas State University and became certified by the Missouri State Board of Accountancy.
Bio to come...
Chris Clair is the Managing Editor of HedgeWorld. He has spent the past eleven years covering the hedge fund industry, first as a reporter for Crain's Pensions & Investments and for the past eight years at HedgeWorld. Mr. Clair has been a journalist for the past 18 years, working at weekly and daily newspapers in his home state of Oregon and in Illinois.
Mr. Clair holds a BA degree in journalism from the University of Portland in Oregon.
Stefan Clulow is Managing Director at Thomvest Seed Capital Inc., a family office with operations in Toronto, Ontario, and Silicon Valley. Thomvest makes direct investments across the capital structure of start-up and growth stage technology companies and also invests in public debt and equity securities and select fund managers who trade these markets. Mr. Clulow works with start-ups, primarily in the financial services, software and communication sectors, and also manages Thomvest’s non-venture investments. Prior to joining Thomvest, Stefan practiced corporate law in Silicon Valley and international corporate tax law in Toronto. He sits on the boards of DataXu, Inxent, Public Mobile, and Tactus Technology. Stefan has a B.A. (Great Distinction) and an LL.B. (Distinction) from McGill University, and is a member of both the Law Society of Upper Canada and the State Bar of California.
Lorraine Corlet has spent nine years in private equity covering the U.S and emerging markets. She joined Franklin Park in 2009 where she is primarily responsible for the analysis and evaluation of private equity fund investments and co‐investment opportunities.
Prior to Franklin Park, Lorraine was at Ethos Private Equity where she gained considerable experience in executing management buyouts, public to private transactions and in developing post investment strategies. Lorraine is a member of the South African Institute of Chartered Accountants and she received an M.B.A. in Finance from New York Universityʹs Leonard Stern School of Business.
JOHN N. DALY, CIMA – Mr. Daly is President of IMMS LLC, a third-party investment management marketing firm which he founded in 2007. He has over 50 years of experience in the Financial Services industry, beginning with 23 years at E.F.Hutton, where he ran the Syndicate Department, the Commodities Division and the Asset Management Division. Following Hutton, he went to Salomon Brothers, both in New York and London, where he headed the Private Client Division and International Equity Capital Markets. In 1990, Mr. Daly joined Richard Schilffarth and Associates, a firm that taught Investment Consulting to regional brokerage firms and their individual Financial Advisors and in 1993 joined Spears Benzak, Salomon & Farrell to run the Managed Account Marketing effort. In 1999, he moved to Trainer, Wortham & Co. to begin and run a Managed Accounts effort and followed that by joining Prudential Investments as the Senior Managed Accounts Specialist from 2002 to 2005.
Mr. Daly was graduated from Yale University and completed the Harvard Business School Advanced Management Program in 1979. He was a Founding Trustee of the Money Management Institute and is a member of IMCA and a Director of the New York Metropolitan Chapter of IMCA. He is a Trustee Emeritus of the Culinary Institute of America and served as Board Treasurer and Chairman of the Finance Committee from 1994 – 2003 and has been Chairman of the Investment Committee of the Institute for the past 20 years. He also served as Treasurer and a Director of the Historical Society of the Town of Greenwich, Connecticut, where he and his wife, Barbara reside.
Martin Day is a partner at Caledon Capital Management, an independent private markets investment specialist and portfolio manager based in Toronto, Canada. Caledon provides customized global private equity and infrastructure investment solutions for institutional investors. Mr. Day has over 20 years of experience in private equity and corporate M&A. Prior to Caledon, Mr. Day was Managing Director at OMERS Private Equity (OPE), the organization responsible for investing the private equity allocation of the $55 billion Ontario Municipal Employees Retirement System. At OPE, Mr. Day was responsible for managing the OPE private equity funds and co-investment program with a committed value of over $4 billion and over 50 global fund relationships.
Prior to OPE, Mr. Day previously worked in corporate development and general counsel positions with EdgeStone Capital Partners and PC DOCS Group International, a TSX and NASDAQ listed company. Martin began his career working in the Toronto and Hong Kong offices of Goodmans LLP. Mr. Day holds a BA from York University, an LL.B. from Osgoode Hall Law School, and a MBA from the Schulich School of Business (York University).
Anne Dinneen is the Director of Investment for The James Irvine Foundation. She has been with the Foundation since 2004 and manages the endowment in its entirety as a generalist. In collaboration with the Chief Investment Officer and other investment staff, Ms. Dinneen is responsible for the sourcing, evaluation, recommendation and monitoring of the Foundation's investment managers, investment opportunities and portfolio. Prior to joining the Foundation, Ms. Dinneen worked with Barclays Global Investors as a quantitative portfolio manager on the Advanced Active Equities team. She also held equity research positions with Thomas Weisel Partners and Banc of America Securities. Ms. Dinneen has a bachelor's degree in economics from Princeton University and her MBA from the Wharton School of the University of Pennsylvania.
Robert Discolo joined the firm in 1999 and is a Managing Director in Alternative Investments and Head of the Hedge Fund Solutions Group which manages approximately $3.5 bn in assets. Mr. Discolo has over 20 years experience with major financial institutions in various capacities relating to investment products, primarily hedge and private equity funds. Previously, he held positions at PaineWebber Inc., Bank Julius Baer, and Merrill Lynch & Co, where his responsibilities included creating portfolios of hedge funds for private and institutional clients, development of hedge fund and private equity products, oversight of business structure and development for hedge funds and hedge fund of funds, and managing the evaluation and selection process of hedge funds for both discretionary and advisory clients. Mr. Discolo also was President of the European Warrant Fund (a NYSE listed closed-end fund) and Julius Baer International Equity Fund. Mr. Discolo received a BS in accounting from St. John's University and an MBA from the Lubin School of Business at Pace University. He holds Series 7 and Series 24 licenses and he is a CFA and CAIA charterholder. Mr. Discolo is also a CPA and a member of the AICPA, CFA Institute, CAIA Association, GARP, and NY Society of Security Analysts.
Mr. Drohan is the Senior Managing Director at KStone Partners LLC. In this capacity Mr. Drohan oversees the research, due diligence and portfolio construction process for KStone's investments into the underlying hedge funds. He is a member of the firm’s investment committee and valuation committee.
Prior to his role at KStone he was the head of the Private Equity Group at Union Bancaire Privee Asset Management (UBPAM), where he built out the private bank's global Private Equity platform. The Group invested in leveraged buyout funds, mezzanine, distressed and venture funds. In that position he worked with the UBP international research team to analyze all illiquid and long lockup alternative products, and performed diligence on all managers offering hybrid hedge and private equity investment products . Mr. Drohan was a member of the Investment Committees of the Selectinvest Private Equity Access Fund, Ltd (Cayman Islands), and the Diamond I SICAV Fund, a publicly traded SICAV fund listed on the Luxembourg Bourse.
Prior to establishing the UBPAM Private Equity platform, Mr. Drohan was the Co-Founder and President of a private equity backed revenue cycle management platform in the healthcare services sector. The firm provided ASP based cash management, and accelerated accounts receivable solutions to improve cash flow. The firm was sold to a strategic competitor in 2007. He has served on several private and public company boards.
Mr. Drohan received a Masters Degree from Long Island University in 1991 where he was an adjunct professor and a BA from Mercy College in 1980.
Clay Drury has worked in the family office space for over seven years and currently oversees a diverse, international portfolio for a family in Chicago. His duties include the analysis and recommendation of hedge funds, private equity, stocks and bonds, etc., and the allocation of such. He received a J.D. and an M.B.A. from Pepperdine University and a B.S. from Vanderbilt University. He is a licensed member of the Illinois Bar, and is a CFA charterholder. Clay enjoys cycling and skiing with his family.
Jamie Ebersole is a Senior Investment Director and head of the SL Capital Boston office. He joined SL Capital in 2008 and is responsible for the investment activities in North America. Mr. Ebersole sits on the Advisory Boards of several leading North American private equity funds and is also responsible for SLCPs coverage of Latin America.
Prior to joining SL Capital, Mr. Ebersole spent eight years at Allianz in a number of roles of increasing responsibility, the last of which was Managing Director and Head of the New York office for Allianz Private Equity Partners. Mr. Ebersole has an MBA from the McCombs School at the University of Texas, an MBA from the Pontificia Universidad Catolica de Chile and a combined BA/MA from Tufts University. Mr. Ebersole is a CFA charterholder and fluent in Spanish and German.
Mr. Falconer manages Thomson Reuters’ customized research and advisory services pertaining to private equity market activity, with a particular focus on Canada. He has authored numerous published and unpublished reports for market practitioners, market agents and observers, and public policymakers. Mr. Falconer also advises and supports Thomson Reuters’ personnel on related survey work, data methodology, and quality control systems.
Mr. Falconer also performs other key duties for Thomson Reuters, including networking with senior general partners, limited partners, and service providers active in North American and global private equity markets, speaking engagements and presentations, participation in government and industry panels, and media liasion and commentary.
Anne-Marie Fink serves as Chief Investment Officer for the State of Rhode Island, overseeing investment of the $7.6 billion defined benefit plan of the Employees' Retirement System of Rhode Island, as well as ERSRI's defined contribution program and the state's cash management. Prior to joining the state in 2012, she was a Managing Director at J.P. Morgan Private Bank where she managed a portfolio of hedge funds for five years. Previously she spent 11 years in J.P. Morgan's Asset Management division as an equity analyst covering a variety of industries from railroads and furniture manufacturers to cable networks and internet media.
Additionally, she is the author of The MoneyMakers: How Extraordinary Managers Win in a World Turned Upside Down (Crown, 2009), a book that reveals how shareholders want company leaders to run their businesses. She earned her B.A. from Yale University and her M.B.A. from Columbia Business School.
Benoit J.P. Flammang was raised in Belgium and lives in the US since 25 years.
He started his career at IBM Belgium, where he was the youngest salesman. He successfully restructured a money-losing R&D/Manufacturing telecom company in Raleigh, NC in 1988 and moved on to New York in 1989. Mr. Flammang created Beninvest in 1992 and has over 20 years of experience in investing. He has over 13 years of personal international investment experience in alternatives: Hedge Funds, Private Equity (in Brazil, India, the US and Europe) and Real Estate. He raised money in Europe, Latin America, the Middle East and Japan. He is a member of ABANA.
Mr. Flammang was an advisor to the Antwerp Diamond Bank for a private equity fund in the diamond value chain. He and his partners in Belgium, Luxembourg and Switzerland have advised many investors and investment managers around the world. Mr. Flammang was a partner in the establishment of the merchant bank of the Hinduja Group in New York.
As a hobby, Mr. Flammang created, published and distributed in 48 countries the first English buyer's guide in the world of new prestigious wristwatches
Mr. Flammang was a longtime advisor for Foreign Trade to the Belgian Government, nominated by the King, and director of the Belgian chamber of commerce in NY. He received his B.A. in Applied Economics from ICHEC in Brussels. He is fluent in English, Dutch/Flemish and French and conversational in German. He is a Luxembourg citizen and US resident
John joined SCS Financial Services in 2012. He has over 16 years of experience in business and investment management. As co-portfolio manager, John works with Ken Minklei in determining strategy allocation, portfolio construction, manager selection and portfolio risk management. John is also responsible for overseeing research into hedge fund managers. Prior to joining SCS, he worked for Cambridge Associates as a senior hedge fund consultant responsible for asset allocation strategy, manager selection, and investment program evaluation. John worked with endowments and foundations, pension funds and private clients. He was also a member of the Pension Advisory Team. John was also a Director and Client Portfolio Specialist at PanAgora Asset Management, where he worked with institutional clients and Sovereign Wealth Funds advising on a variety of investment solutions. In this role, his responsibilities included product development and marketing and led a team of Portfolio Analysts. John also held investment analyst positions with Pioneer Investments and Putnam Investments. John earned an AB in Biochemical Sciences from Harvard College and an M.B.A. in Finance, Economics, and Entrepreneurial Concentrations from the University of Chicago Graduate School of Business.
Bio to come...
Charles B. Grace, III is Senior Consultant at FOX. Charlie works on strategic planning projects for families and family offices as well as wealth management advisor clients. Assignments have included work on advisor selection, education of the next generation, leadership and succession, governance, family office structuring, among others. Charlie is active on the family office and advisor membership and research sides at FOX, including investment focused studies and other initiatives. He has experience facilitating member and client meetings for FOX.
Charlie has been active for over twenty years in the family office community advising high net worth families and serving as a resource to high net worth families and family offices. He advised on investment portfolios and wealth management generally for almost 10 years working day-to-day at the multi-family office Ashbridge Investment Management LLC and the single family office Ashbridge, LLC. His responsibilities included client relationships, business development, and membership on the firm’s investment committee, as well as business operations and firm strategy as Chairman of the Management Committee of the $1 billion investment advisory firm. Charlie has been quoted in various publications on the subject of private wealth management, including The Wall Street Journal, Financial Times, and Worth Magazine and presented at many conferences focused on private investors and family offices.
Charlie is active on the Board of the single family office Ashbridge, LLC since 1992 and in 2010 was named President of the entity. He is a Trustee and member of the Investment Committee of the non-profit Tuttle Fund, Inc. in New York City. He graduated from the Washington College of Law with a J.D. and is a member of the New York State Bar. He received a B.A. and M.A. in history from Bates College and the American University, respectively.
Bio to come...
Sanjay Gupta leads buyout and distressed investing for Adveq in the US. He currently sits on the advisory board of several funds. In addition, Mr. Gupta leverages his extensive experience by contributing to fund manager diligence for Adveq’s investment activities in India and in the real assets segment.
Prior to joining Adveq in 2008, Mr. Gupta was an Associate in the Leveraged Finance Group of Lehman Brothers in New York. His responsibilities there consisted primarily of providing debt financing to US buyouts. From 2000 to 2003, Mr. Gupta was with FLAG Capital, a US-based private equity fund of funds manager, where he was responsible for executing primary and secondary investments in private equity funds.
Mr. Gupta holds an MBA from the University of Chicago and a bachelor’s degree in economics from George Washington University.
Mr. Hargraves is responsible for primary private equity strategy and industry research, manager sourcing and due diligence, manager selection and portfolio construction, and monitoring of small company fund managers. Prior to joining Private Advisors, Mr. Hargraves was a Partner at Rho Fund Investors and led investments in small buyout and venture capital funds in North America and Europe. Prior to Rho Fund Investors, Mr. Hargraves led the development of the National Bank of Kuwait’s private equity activities in New York. Mr. Hargraves began his private equity career at GCC Investments in Boston, working on growth investments in the United States and Western Europe. Mr. Hargraves received an M.B.A. from the University of Chicago and a B.S. in investments and entrepreneurial studies from Babson College.
Neal Hill joined BDC Venture Capital in 2012 as Vice President, Fund Investments.
His main responsibilities are to develop BDC Venture Capital’s reputation as an investor of choice, expand BDC’s industry presence and develop sector knowledge, and identify and develop high-potential general partners (GPs).
Mr. Hill has more than 30 years of experience in technology management and marketing, venture capital, and mergers and acquisitions in Canada and the U.S. Before joining BDC, he held senior management and consulting positions in various sectors. Most notably, he was founder and Senior Managing Director of Great Northern Capital, Canada’s first attempt to create a growth-stage venture capital fund of substantial size focusing on emerging technology firms. Prior to this, he was Senior Vice President, Corporate Development, for Cognos Incorporated, the Ottawa-based $1 billion worldwide leader in business intelligence and performance management software, now a unit of IBM. In this role, he was responsible for mergers, acquisitions and strategic alliances, including the IBM alliance that led to its acquisition of Cognos. From 1997 to 2004, Mr. Hill served as Managing Director - Investments of VIMAC Ventures, a Boston-based venture capital firm concentrating on early-stage software firms. While compiling top-quartile investment returns for VIMAC's investors, Neal served on the boards of 14 different early-stage companies, many of which are now strategic operating units contributing strongly to such firms as Motorola, Amazon.com, eBay, and Ciena. Earlier in his career, Neal also was CEO and co-founder of a leading New England advertising and marketing agency, COO of a startup software company, and a Senior Analyst covering database and operating system trends for Forrester Research, an influential consulting and analysis firm in technology industry research. In addition, Neal served as Press Secretary and Legislative Aide for a US Senator in the initial stages of his professional life.
Mr. Hill appears regularly as a speaker at industry events and has been widely published in trade and business journals. He lives in Ottawa, Ontario, with his wife and two sons, and attended Washington University in St. Louis, majoring in Physics and Political Science.
Meredith Jones is a director at Rothstein Kass responsible for generating research
and content on the alternative investment industry by and on behalf of the firm. She
also provides business advisory services to the firm’s clients. Meredith has more
than 14 years of experience in the alternative investment industry, with extensive
expertise in research, writing, consulting, marketing, business development, due
diligence, index construction and asset allocation.
Prior to joining Rothstein Kass, Meredith was a director in the Barclays Capital Inc. Strategic Consulting Group, where she was responsible for producing thought leadership content on a variety of manager and investor focused topics, as well as leading consulting projects for BarCap clients. She previously served as a managing director at PerTrac Financial Solutions (PFS), a leading provider of investment analytics. At PFS, Meredith was responsible for research, marketing, investment data, and was a fixture on the international hedge fund conference circuit. Meredith began her career in alternative investments at Van Hedge Fund Advisors International in 1998, where she became the senior vice president and director of research. Meredith led the team responsible for hedge fund due diligence, manager selection, portfolio construction, hedge fund data, index creation and industry research while at VAN.
Over the past 14 years, Meredith has presented her original research and insights to industry participants around the world and has had her findings published in books, journals, industry publications and major media outlets including The Economist, The Wall Street Journal, The Journal of Investing, Alternative Investment Quarterly and the Financial Times.
Ralph Keitel is a Principal Investment Officer in the Private Equity and Investment Funds department of the International Finance Corporation (IFC), the private sector arm of the World Bank Group. Since joining IFC in early 2006, he has been responsible as regional lead for IFC’s private equity fund activities in Eastern Europe/Russia (2006-2008), Africa (2008-2011) and Latin America (since 2011).
Prior to joining IFC, Ralph was with Caisse de Dépot et Placement de Québec (CDP) in Montréal, where he was responsible for a portfolio of venture capital funds in North America and Europe. Previously, he spent nearly 5 years with TBG (now part of the KfW Group, Frankfurt), providing seed financing and venture capital for technology start-up companies before assuming responsibility for TBG’s funds portfolio.
Ralph holds a Bachelor’s degree in Business Administration and a Master’s degree in Economics from the University of Bonn (Germany) as well as a post-graduate degree in Management (Dean’s Honour List) from McGill University in Montreal (Canada).
The International Finance Corporation (IFC) is the World Bank Group’s private sector arm, headquartered in Washington DC. IFC’s private equity funds department has invested more than US$ 3 billion in over 180 emerging markets private equity funds.
Mr. Kelly joined PineBridge Investments in 1999 and is Global Head of Asset Allocation and Manager Selection. Previously, his responsibilities included managing North American Equities which spanned active, enhanced index, and index. Asset allocation & manager selection within PineBridge includes expanding our capabilities for institutional pension fund advisory as well as retail orientated asset allocation vehicles. $12Bn of AUM is managed primarily on open platforms. Dynamic Asset Allocation and manager selection and monitoring are differentiating skill sets responsible for the teams top tier performance records. The team has provided strategic advice for corporate, trade group, and government pension plans and has differentiated approaches to Liability Driven Investment. Prior to PineBridge Investments, he spent 15 years with JP Morgan Investment Management in various research and portfolio management roles. Prior to JP Morgan he spent several years in research at the economic consulting firm, Townsend-Greenspan & Co. His investment experience began in 1980. Mr. Kelly received an MBA from the Wharton Graduate School of Business and is a CFA charter holder.
Charles Krusen is the founder and CEO of Krusen Capital Management, LLC, which is the SEC-registered investment adviser to the LionHedge Platform, a single and multimanager hedge fund and private equity platform, providing high net worth individuals, family offices and wealth managers with alternative investment solutions. He has 38 years experience in financial services, having begun his career with Citibank Capital Markets, specializing in arbitrage and proprietary trading of fixed income. In addition, Mr. Krusen is the Chief Investment Officer of Krusen Family Office, a single family office based in Tampa, FL. Before founding Krusen Capital Management, Mr. Krusen was a Partner with Alpha Equity Management, an asset management organization that focuses on equity long/short and 130/30 strategies.
Mr. Krusen is an honors graduate of Harvard College. He is on the Board of Trustees of the Southampton Hospital Foundation.
Ken Lehman is a Managing Director at Kendall Investments, LLC, a private equity investment firm based in Cambridge, MA. The firm invests in various private equity opportunities, including primary fund commitments, secondaries and direct renewable real assets. Mr. Lehman’s work includes deal sourcing, due diligence, negotiation, investment and asset management. Mr. Lehman holds a J.D. from Columbia University School of Law, an M.A. from Harvard University and a B.A. from Dartmouth College.
Josh Lerner is the Jacob H. Schiff Professor of Investment Banking at Harvard Business School, with a joint appointment in the Finance and the Entrepreneurial Management Areas. He graduated from Yale College with a Special Divisional Major that combined physics with the history of technology. He worked for several years on issues concerning technological innovation and public policy, at the Brookings Institution, for a public-private task force in Chicago, and on Capitol Hill. He then earned a Ph.D. from Harvard's Economics Department.
Much of his research focuses on the structure and role of venture capital and private equity organizations. (This research is collected in three books, The Venture Capital Cycle, The Money of Invention, and Boulevard of Broken Dreams.) He also examines policies towards intellectual property protection, and how they impact firm strategies in high-technology industries. (The research is discussed in the books Innovation and Its Discontents, The Comingled Code, and the forthcoming Architecture of Innovation.) He co-directs the National Bureau of Economic Research’s Productivity, Research, and Innovation Program and serves as co-editor of their publication, Innovation Policy and the Economy. He founded and runs the Private Capital Research Institute, a non-profit devoted to encouraging data access to and research about venture capital and private equity.
In the 1993-94 academic year, he introduced an elective course for second-year MBAs on private equity finance. In recent years, “Venture Capital and Private Equity” has consistently been one of the largest elective courses at Harvard Business School. (The course materials are collected in Venture Capital and Private Equity: A Casebook, now in its fourth edition, and the forthcoming textbook Private Equity, Venture Capital, and the Financing of Entrepreneurship.) He also teaches a doctoral course on entrepreneurship and in the Owners-Presidents-Managers Program, and organizes an annual executive course on private equity in Boston and Beijing. He has led an international team of scholars in a multi-year study of the economic impact of private equity for the World Economic Forum. He is the winner of the Swedish government’s 2010 Global Entrepreneurship Research Award.
Ryan Levitt joined Pomona in 2007. He focuses on investment analysis for direct and secondary deals and also co-manages Pomona's energy portfolio. Mr. Levitt has eight years of private equity experience. Prior to joining Pomona, Mr. Levitt was an Investment Professional at GE Equity managing deal execution and underwriting in the Energy, Healthcare and Financial Services sectors. Previously, he was an analyst in General Electric Company's Financial Management Program, completing rotational assignments in Aviation Services and Aircraft Engines, Commercial Finance and Corporate Financial Services. Mr. Levitt received a BS from Boston College.
Cari Lodge, Director, Investment, Cari joined Tulane University’s Investment Management Office in July 2012 to oversee the endowment’s private equity and private real assets portfolios. Prior to joining Tulane, Ms. Lodge was a Director at Credit Suisse Strategic Partners, Credit Suisse's dedicated secondary private equity fund with over $11 billion in commitments and interests in over 1,300 funds. She was a member of the investment committee, co-managed the $750 million aged primary program, and closed over 115 secondary transactions and co-investments. Ms. Lodge worked with the team since its founding in 2000, having started with Donaldson, Lufkin & Jenrette (which merged with Credit Suisse in 2000) as an Associate in Investment Banking. Ms. Lodge received an AB in both Economics and Government from Dartmouth College and an MBA from Columbia Business School.
Ms. Maliwanag has enjoyed a 20-year career in private equity. She has spent the past 15 years at Pathway Capital Management. Pathway was established in 1991 and has grown into one of the largest, most experienced and stable global private equity fund of funds managers in the world, with $25B AUM. Pathway maintains a rich and varied client list, ranging from large, multi-national financial institutions and public pension funds, to smaller family offices, endowments and foundations. Similarly, Pathway invests in a variety of private equity funds, both large and small, and comprising a broad range of strategies. Pathway and its predecessor firm have consistently invested in private equity funds for almost 30 years and Pathway maintains a database of 8,000 funds that have come to market during this time, providing Pathway unique perspective on the asset class.
As a director in Pathway’s California office, Ms. Maliwanag leads due diligence on investment opportunities and monitors existing fund investments, including serving on fund advisory boards and valuation committees. Ms. Maliwanag also assists in client servicing and fund development. She is frequently invited to speak at industry conferences to share her insights on the evolution of the industry, best practices, and current issues impacting the private equity asset class.
Prior to joining Pathway, Ms. Maliwanag was at BankAmerica Ventures, where she originated and evaluated direct venture investments. Prior to joining BankAmerica Ventures in 1993, Ms. Maliwanag was an active certified public accountant and held corporate and public accounting positions. Ms. Maliwanag serves on the board of directors of The Girl Scouts of Orange County.
Jonathan Marino joined Thomson Reuters to edit peHUB in 2010. Prior to coming to peHUB, he worked as a writer and editor with the M&A Journal, covering private equity and investment banking. He has also written for publications including the New York Times, Los Angeles Times, New York Post, Washington Examiner and mergermarket.
John Marron is an Investment Officer and helped start Georgetown's Investment Office in 2004. He is focused primarily on public equity and hedge fund investments. Prior to joining Georgetown, Mr. Marron was a senior analyst at Callahan & Associates, a small consulting firm in Washington, DC. Mr. Marron holds a BS in commerce from the University of Virginia's McIntire School of Commerce with a concentration in finance and is a CFA charterholder.
Reynold Martin is an Associate Director in the Infrastructure and Real Assets Group where he is responsible for investments within the Infrastructure and Energy sectors. Mr. Martin joined Allstate in 2000 and previously spent five years as a member of Allstate’s Private Equity group and six years as a member of Allstate’s Private Placement Group. Within those groups, Mr. Martin has been responsible for the underwriting and managing of a portfolio of private equity/mezzanine funds and co-investments, private placement loans, and bank loans including the utilities and energy sectors. Prior to joining Allstate, he worked in Prudential Capital Group’s Private Placement department, where he was responsible for analyzing private placement transactions within the Midwestern United States.
Mr. Martin earned a BS and an MBA from Florida A&M University, and is a CFA charter holder.
Bio to come...
Marina Mavrakis is managing director and head of Private Equity, High Yield & Distressed Investments for the TIAA-CREF organization. Ms. Mavrakis is responsible for overseeing the organizations investments in private equity funds and privately placed below investment grade debt and equity. Most recently, she was head of Private Placement Investments where she was responsible for the acquisition of corporate investment grade debt instruments. While at TIAA-CREF, she has held various positions across the private and public asset classes. Ms. Mavrakis joined the TIAA-CREF organization in 1994. Ms. Mavrakis has 25 years of investment experience including a position at JP Morgan where she was a credit analyst in the Corporate Finance area. Ms. Mavrakis holds a B.A. in economics from Smith College and an M.B.A. in finance from New York University, Stern School of Business.
Craig Mitchell is a Director in the Client and Advisory Services group based in Sacramento, California. Mr. Mitchell focuses on investment sourcing and screening and due diligence on fund, direct investments, secondaries and co-investments in addition to providing valuation and strategic advisory services. Additionally, Mr. Mitchell concentrates on activities related to managers focused on turnaround / distressed for control opportunities globally.
Prior to joining LP Capital Advisors in 2008, Mr. Mitchell spent three years at Wachovia Securities in the mergers and acquisitions group advising corporate and private equity clients on a variety of transactions. Prior to Wachovia Securities, Mr. Mitchell spent over six years in various accounting and consulting roles, including three years at Ernst & Young LLP.
Mr. Mitchell received an MBA from the University of North Carolina, Chapel Hill and a B.S. in Business Administration from the University of California, Berkeley. Mr. Mitchell is a CPA (inactive).
Bio to come..
Michael Moy is a Managing Director and member of the Board of Directors with Pension Consulting Alliance, Inc. (PCA) where he specializes in private equity. He has conducted strategic reviews of the CalPERS and New York City Pension Plans private equity programs and has been involved in several projects for the New York State Common Retirement Fund. He serves as the Lead on PCA’s strategic private equity consulting relationship with the Investment Committees of CalPERS and CalSTRS. He is the co-lead on the total private equity relationship with the Los Angeles Department of Water and Power Employees’ Retirement Plan and the Seattle City Employees’ Retirement System. He also works with other clients on investment policy development, portfolio structuring, manager due diligence and specialized research.
Previously, Mr. Moy was a Managing Director at Pacific Corporate Group, Inc. where he was a member of the Board of Directors and co-leader of the group responsible for evaluating, recommending, and monitoring private equity investments for public institutional clients (CalPERS, Oregon PERS, Employees’ Retirement System of Rhode Island, and the Fire & Police Pension Association of Colorado).
Mr. Moy is a certified public accountant (inactive) who spent twenty-nine years with KPMG LLP where he was the regional leader of an acquisition advisory practice and the Managing Partner of several offices. He has also been the acting CFO for several troubled private equity fund portfolio companies.
Mr. Moy received his Bachelor of Business Administration from St. John’s University.
Dr. Olaf Neubert is the Managing Partner of Hedges Capital, an Alternative Asset investment firm specialized in Private Equity Secondaries, Distressed Debt and Restructurings and Capital Introductions. Hedges Capital is the leading buy side agent for Private Equity Secondaries working as agent and advisor with the principal Secondaries investors as well as nontraditional institutional and private investors in Secondaries. On the Primary side Hedges Capital is expanding its Alternative Asset placement business with our partners in Europe, highly specialized and focused on institutional quality managers, spin-outs and growth funds of excellent management teams. We introduce select top flight Private Equity, Venture and HedgeFunds from the U.S., Canada and Latin America to European investors, with a focus on Family Offices, Private Banks, Insurance Co.'s and other institutional investors.
Prior to founding Hedges Capital in 1999, Dr. Neubert was a Managing Director with Citibank in international postings. He served in executive positions in New York, Buenos Aires, Brussels, Dublin, as Chairman of Citibank AG in Austria, and as Managing Director of Citibank Germany in Frankfurt. Dr. Neubert is a German and US citizen. He graduated from the University of Hamburg, Germany, with undergraduate degrees in business administration and economics and a Masters in Business Administration. He received his Ph.D. in political science from the Christian Albrechts University of Kiel.
Mr. Osborne joined Permal Group in April 2012 as Head of US Domestic Distribution. Mr. Osborne takes on a new role that includes management and development of the US-focused retail team, as well as development and launch of new products, specifically targeting the US market. This appointment coincides with the 1st February 2012 launch of Permal Hedge Strategies Fund, a fixed income multimanager fund, registered under the Securities Act of 1933 and Investment Company Act of 1940. Mr. Osborne will be focused on broadening distribution of the new registered fund though direct investment and Broker Dealer relationships. Mr. Osborne was previously Head of Distribution at Skybridge Capital, where he led the sales efforts of the US-based sales team while adding new distributor relationships. Before joining Skybridge in 2010, Mr. Osborne was at Permal Group, where he covered US domestic distribution focused on the traditional LP structured funds and distribution via direct purchase and Broker Dealer networks. Mr. Osborne graduated from Ancell School of Business with a B.A.
Bio to come...
Bio to come...
Mr. Regan is the Chief Investment Officer and Managing Partner of Permanens Capital. Permanens provides outsourced CIO portfolio management for endowments, foundations and family offices. The firm also functions as the family office for Joseph S. Steinberg, President of Leucadia National.
Mr. Regan previously served as a Senior Investment Officer for Cornell University's Office of Investments, which is responsible for managing the $4.95bn(1) Cornell Endowment. As a member of the Executive Management Group, he oversaw all investment allocations and endowment activities, and was responsible for hedge funds, private equity and overall endowment liquidity. While at Cornell, he formulated and implemented a cross-asset class liquidity model for the management of illiquid assets. Cornell’s endowment increased by 12.6% and 19.9% in fiscal years 2010 and 2011, respectively, during his tenure on the investment team(2).
Prior to Cornell, Mr. Regan founded and was the Managing Partner of Steeple Capital, a $600mm(3) healthcare sector hedge fund. He has over 20 years of investment experience in multiple asset classes. Mr. Regan was previously a Principal and General Partner at Andor Capital Management, a $12bn(4) equity hedge fund. While at Andor, he was the Portfolio Manager of the Andor Healthcare Fund. He has held senior investment positions at Bessent Capital, JP Morgan Fleming Asset Management, Train Smith Investment Counsel, and began his finance career at Morgan Stanley.
Mr. Regan is a University Overseer on the Board of Athletics at Tufts University, a member of the Investment Committee for The Salvation Army of Greater New York, a member of Samsung Investments’ Global Investment Advisory Council and a Trustee of Poly Prep Country Day School in Brooklyn, NY. He has chaired Poly Prep's Investment Committee since 2008.
Mr. Regan graduated Cum Laude from Tufts University in 1990 with a Bachelor of Arts in Political Science and received his M.B.A. in Finance from New York University’s Leonard N. Stern Graduate School of Business. He has also studied at the Yale in China Program at the Chinese University of Hong Kong.
Mr. Rodger is currently responsible for managing two teams which advise on the active risk allocations and management for the Investment Planning Committee.
Prior to joining the CPP Investment Board in May 2006, Mr. Rodger consulted on foreign exchange derivatives and managed a FX trading partnership. Mr. Rodger has a background in the pension fund industry as an equity derivative and foreign exchange portfolio manager at the Ontario Teachers’ Pension Plan Board. Mr. Rodger also has experience as an FX options and proprietary trader at the Royal Bank of Canada and as a credit analyst with the First Interstate Bank of Canada.
Mr. Rodger holds a B. Comm. from Carleton University and is a CFA and CAIA charter holder.
Gregory Roth is a senior editor and correspondent for Reuters, Buyouts and peHUB.com, where he writes about “fresh capital” and the pension funds, sovereign funds and endowments that invest in private equity. Prior to joining Reuters, Mr. Roth was a senior producer for The Wall Street Journal, where he was responsible for the News Hub, a twice-daily live business video program that appears on WSJ.com. Prior to that, he was a Web editor and business producer for NYTimes.com. He has also worked for CNBC and the Financial Times. Mr. Roth has an MBa from Columbia Business School, a Masters from Columbia’s Journalism School and a Ba from Duke.
Bio to come...
Richard Seewald has been active in private equity investing since 2000 and is responsible for the due diligence, evaluation, execution and management of fund and direct investments in Central & Eastern Europe and Russia/CIS. Mr. Seewald draws upon a broad relationship network in the private equity markets of CEE and CIS and serves on a number of fund advisory boards in the region.
Prior to joining Alpha Associates in 2005, Mr. Seewald was a partner at Benson Oak, a Central European investment banking and private equity group. Earlier in his career, Mr. Seewald was an associate at CMS Cameron McKenna, a London-based international law firm, where he advised on privatizations, mergers and acquisitions and private equity transactions while based in the firm’s Prague office. Mr. Seewald holds an MBA from the University of Chicago School of Business, a Doctorate in Law from New York University and a B.A. in Business from Pace University.
Jeff Somers is the principal-in-charge of Rothstein Kass’ Boston office. Jeff
specializes in audit, tax and consulting engagements for public and private
companies, including venture capital funds, hedge funds, funds of funds, private
equity funds, management companies, registered investment advisors and
broker-dealers. He also has expertise in analyzing clients’ determination of fair
value of debt and equity investments and is often called upon by his clients to
consult on deal structuring, deal origination and capital raising.
Additionally, Jeff has been the lead principal on over 40 registration statements and over 20 successful initial public offerings (IPOs), which raised in excess of four billion dollars. The majority of these IPOs were Special Purpose Acquisition Companies (SPACs or Public Search Funds) sponsored by the investment community. Jeff also has extensive experience in mergers and acquisitions, reverse mergers and private placements.
Jeff is a certified public accountant in Massachusetts, New Jersey and New York. He is a member of the American Institute of Certified Public Accountants (AICPA) and a member of The National Association of Certified Valuation Analysts (NACVA).
Irwin Speizer is conference manager for the HedgeWorld suite of conferences, responsible for creating the agenda and selecting speakers and panelists. Mr. Speizer is a professional journalist with experience covering hedge funds and the financial sector, including a stint as a staff writer at Absolute Return magazine.
Mr. Speizer has written for Alpha magazine, Institutional Investor, Fast Company, Business.com, On Wall Street, Crain’s Chicago Business, Workforce Management, the Los Angeles Times and the Raleigh, N.C. News and Observer. In addition to covering hedge funds and Wall Street, Mr. Speizer has written about the banking industry, energy, retail, real estate (both residential and commercial) and human resources.
Mr. Speizer holds a bachelor of journalism degree from the University of Texas at Austin.
Kenny Springfield is with Perot Investments, a family investment office based in Dallas, Texas. Perot Investments invest in a broad range of investments which includes but not limited to investments in public securities, investments in fund managers and providing creative flexible capital solutions via debt (first or second lien) or equity investments.
Mr. Springfield oversees and coordinates Perot’s investments in Private Equity funds and is responsible for screening and selecting Private Equity investment managers. He also sources, negotiates and structures investment opportunities across all the Perot investment platforms and maintains a proactive network within the capital markets community. Prior to joining Perot Investments, Mr. Springfield was in charge of the Dallas office for GoldenTree Asset Management where his responsibilities included sourcing, structuring and negotiating transactions from $50MM to $250MM. Mr. Springfield is also an alumni of GE Capital as Team Leader in charge of new business, portfolio acquisitions and asset management.
Mr. Springfield has over 30 years of commercial finance experience in direct lending, distressed debt, origination, structuring, acquisitions, underwriting, due diligence and asset management. Mr. Springfield is a graduate of the University of North Texas and also holds an M.B.A in Corporate Finance.
David Toll is the Editor of Buyouts Magazine, a bi-weekly published since 1988 by Thomson Reuters. From 1997 to 2005 he reported and wrote on the private equity markets for a Dow Jones’s The Private Equity analyst; for much of the past year he was a special writer at Dow Jones, where he wrote a bi-weekly column on the bankruptcy and restructuring markets for Daily Bankruptcy Review. While an editor at The Private Equity analyst, Mr. Toll helped launch a number of guides, reports and directories, including The Private Equity analyst-Holt Compensation Study, Private Equity Partnership Terms and Conditions, the Directory of Private Equity Service Providers, and the Guide To Private Equity attorneys, and the Guide to The Secondary Market. In the mid-1990s, Mr. Toll covered the paging and two-way radio markets for a Phillips Business Information (now called Access Intelligence) newsletter called Land Mobile Radio News. He is a graduate of Dartmouth College.
Eric Upin is the Chief Investment Officer for Makena Capital Management, overseeing asset allocation, risk management and portfolio strategy and a member of the firm’s Investment Committee. Previously, he was the Chief Investment Officer at Stanford University’s Stanford Management Company. Before Stanford, Mr. Upin was a managing director and senior research analyst at the San Francisco investment banking firm Robertson Stephens. Previously, he served as a management consultant with Booz Allen & Hamilton and played key roles in two technology start-ups. Mr. Upin received a BA in economics from Washington University in St. Louis in 1983 and an MBA from Harvard Business School 1989. Mr. Upin serves as a Trustee for Washington University in St. Louis and serves on the Endowment Investment Committee for the University and for the Stephen D. Bechtel Jr. Foundation.
Ivan joined LGT Capital Partners (“LGT CP”) in 1998. Bringing over 20 years of private equity experience, he is responsible for leading and coordinating the global private equity investment activities of the firm and chairs its global investment committee. Headquartered near Zurich, and with locations in New York, London, Dublin, Hong Kong and Tokyo, LGT CP is one of the leading managers of alternative investments on behalf of institutional investors worldwide and is currently managing USD 18 billion in private equity assets and USD 6 billion in hedge funds assets. Prior to LGT CP, Ivan was with Pacific Corporate Group in La Jolla, California, where he advised a number of large state pension funds on their private equity program and investments. He currently sits on the advisory board of several U.S., European and Asian private equity funds.
Don Vollum is a co-founder and managing partner of Vista Ridge Capital Partners, a private equity investment firm based in Portland, Oregon. Prior to co-founding Vista Ridge, Mr. Vollum managed Austin Point Partners, a private equity firm, and served as Vice President for Granjee Inc, a family office. He has also worked for several aviation businesses.
Mr. Vollum serves as Board Chair for the Oregon Museum of Science and Industry, and serves on the board of the Providence St. Vincent Foundation. He previously served as Board President of the Portland Children’s Museum, a board member of the Catlin Gabel School, and was a trustee of the Oregon Graduate Institute. He holds a bachelor's degree in business administration from Portland State University.
with Prudential's private equity group where she co-founded CFIG in 1999. At Prudential, Ms. Williams was responsible for the management of the fund investment group as well as investing in private equity funds on behalf of Prudential and its clients. Ms. Williams was primarily responsible for product and business development, as well as legal support for the Private Equity Group from 1996 to 1999 during which time she was responsible for the development of eight global private equity funds. Ms. Williams joined Prudential in 1993 as counsel for a Prudential unit that specialized in providing private debt and equity for global infrastructure projects. Prior to joining Prudential, Ms. Williams was an associate with Milbank, Tweed, Hadley and McCloy, where she specialized in global project finance.
Ms. Williams graduated magna cum laude from Union College in 1986 with a Bachelor of Arts degree in Political Science and Mathematics and received her Juris Doctor degree from New York University School of Law in 1989. Kelly has served as a mentor to fellows of the Robert Toigo Foundation since 2006; and was elected to the Board of the Toigo Foundation. Kelly was elected to the YWCA Academy of Women Leaders in 2007. She is a member of the Metro Chapter of the Young Presidents Organization and serves on the Board of Trustees for Union College. She is the founding board chair of the Private Equity Women Investor Network. She serves on the Board of Directors of the Council of Urban Professionals and the advisory board of the Association of Asian American Investment Managers. She is also the chair of the LP Advisory Board to the Sponsors for Educational Opportunity. She is a member of the advisory board of EX-IM Bank. Kelly was recognized in 2011 by American Banker magazine as one of the 25 Most Powerful Women in Finance.
David Wilton is Chief Investment Officer and Manager, Global Private Equity with responsibility for IFC’s investment program in emerging market funds globally. David Wilton is also a member of the Pension Finance Committee of the World Bank Group and Chairman of the Advisory Board of the Emerging Market Private Equity Association. He was acting CEO of the IFC Asset Management Company in its establishment phase. Mr. Wilton joined the Funds Department of IFC at its inception in 2000 and has been responsible for turning around the portfolio and developing the funds strategy. Please refer to www.ifc.org/funds for more information on IFC's experience in investing in Emerging Market Private Equity. Mr. Wilton previously worked in the World Bank Pension Fund where he was responsible for bringing the private equity and real estate portfolios back into internal management.
Bethany Woods is a Vice President in the Northern Trust Private Equity Fund of Funds Group. Bethany's primary responsibility is identifying, performing diligence on and maintaining relationships with U.S. Buyout fund managers. Prior to joining Northern Trust, Ms. Woods was at Freeport Financial, a middle-market leveraged finance company based in Chicago. At Freeport Financial, Bethany was active in all aspects of the investment process including due diligence, deal negotiation, portfolio monitoring and facility amendments post-investment. Prior to working at Freeport Financial, Bethany was an Analyst in the Investment Analyst group within GE Commercial Finance based in Chicago. Ms. Woods received a BS in Finance from the University of Illinois and is currently pursuing her MBA from the Northwestern University Kellogg School of Management.
Bio to come...
Michael van Biema is the founder of van Biema Value Partners, LLC. Prior to establishing the firm, Mr. van Biema was on the faculty of Columbia Business School from 1992 to 2004 where he taught value investing, general corporate finance, capital markets, securities analysis, and entrepreneurial finance in both the regular and executive MBA programs. He has also served as director of a multi-year, multimillion-dollar research project into productivity in the service sector funded by the Alfred P. Sloan Foundation. He received his B.A. from Princeton University in Electrical Engineering and his Ph.D. from Columbia University in Computer Science. Before joining the faculty of Columbia Business School he was involved in several IT-related startup ventures.
More recently he has consulted to companies such as American General, Bell Atlantic, Brambles, CitiGroup, Deutsche Telekom, Gabelli Asset Management, Goldman Sachs, Merck, Salomon Brothers, and Vontobel Asset Management and several private asset management firms.
Mr. van Biema is the author of numerous publications, including an article in the Harvard Business Review entitled "Managing Productivity in the Service Sector" (Summer 1998), and co-author of the book Value Investing from Graham to Buffett and Beyond (Wiley, June 2001), and has lectured internationally on value investing.