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Stephen J. Adler | Christian Albert | Frank R. Albrecht, Ph.D | Colin G. Ambrose | Thomas Angell, CPA | Jerome C. Antenen, CFA | Lawrence Aragon | Jeffrey A. Arnesen | George Arnold | Maggie Arvedlund | Christopher M. Austen | Michael Balmuth | Quint Barker | Claudia A. Baron | Red Barrett | Patrick G. Barry | Luisa Beltran | Jay Bernstein | Kenneth F. Bernstein | Karl Bienkampen, CFA | Nicholas Bienstock | Steve Bills | Jocelyn Blanchet | Adam Blumenthal | Mark Boslet | Steve Brady | Kristine Brandt | Rodney Brooks | Tripp Brower | Mike Brown Jr. | Scott D. Brown, CFA | Robert Buderi | Jeffrey J. Bussgang | Phil Canfield | Thomas A. Carver | Edward M. Casal | Narayan Chowdhury | Andrew Christensen, CFA | Joe Chung | John Coelho | Steven Costabile, CFA | Rob Cox | Patrick M. Cunningham | Duran S. Curis, CFA | Thomas P. Danis, Jr. | Ronald M. Dickerman | Bowen Diehl | Jeffrey A. Dominick | Chris Douvos | Timothy C. Draper | Maxime Durivage CFA, MBA | Jamie Ebersole | Alex Eidlin | Grier Eliasek | Michael Elio | Bruce R. Evans | Kirk Falconer | David I. Fann | Daniel E. Feder | Peter Fenton | Craig Ferguson | Spencer Fleischer | Tony Florence | Jack Foster | Nat D. Fraser, CFA | Diana Frazier | B. Graeme Frazier, IV | Brian Gallagher | Felicity Gates | Bruce Gibney | Joanna Glasner | David Glickman | Jason Goldberg | Jeffrey Goldfarb | Alastair Goldfisher | Bennett J. Goodman | Jeffrey M. Goodrich | Sally Gordon | Michael D. Granoff | Dayna Grayson | Alexander Greene | Leslie E. Greis | Sanjay Gupta | Glenn A. Gurtcheff | Ken Hanau | Joan C. Heidorn, CFA | Leo A. Helmers, CFA | Larissa Herczeg | Darren Herman | Kenneth A. Hersh | Terri Herubin | Scott Higbee | Eric Hippeau | Erik Hirsch | Mac Hofeditz | Holly Holtz | Lorne Jacobson | Craig Jarchow | Mark A. Johnson | Ilaina Jonas | Gordon Jones | David Jones, Jr. | Jay Jordan | Steve Judge | Ronald Kahn | Sonny Kalsi | Kevin Kester | Michael Kim | Steven B. Klinsky | Stewart A. Kohl | Alan Kosan | Henry Kravis | Michael Kuczborski | Scott Kupor | Andrew Kwee | David I. Landau | Janna Laudato, CFA | Chris Lawrence | Richard F. Lawson, Jr. | Marc Leder | Warren Lee | Ken Lehman | Eduard Lemle | Josh Lerner | Christopher J. Leslie | Peter A. Lewis | Marc Lipschultz | David Lobel | Marcel Lubben | Linda Lynch | Tom Lynch | Louis E. Marinaccio | Jonathan Marino | Joseph Marks, CFA | Mario V. Maselli | Roger C. Matthews, Jr. | James Mawson | James McCandless | Kenneth B. Mehlman | Richard (Rick) Miller | David B. Miller | Todd Milligan | Kate Mitchell | Greg Mondre | Ralph Money | Howard D. Morgan | Jeffery F. Moy | Terrence Mullen | Brian P. Murphy | Thomas P. Murray | Stephen Murray | Jonathan Nelson | Dr. Olaf Neubert | Michael D. Nugent | W. Dexter Paine III | Alan Patricof | C. Jason Payne | Jonathon Perrelli | Jeff Pippin | Edwin Poston | Geoffrey Prentice | Siobhan Quinn | Christian Raaby BrÝnden | Jeff Reals | Jesse Reyes | Roland Reynolds | Steve Robinson | Brian Rodde | David Rogers | Gregory Roth | Gregory Roumeliotis | Jane Rowe | Elliot Royce | John Ruffolo | Kevin Salmini | Federico Schiffrin | Ian M. Schwartz | Randy Schwimmer | Gregory L. Segall | Patrick Severson | Kunal Shah | Sanjiv K. Shah | Sunil Sharma | Kate Sidebottom Simpson | Paul Singh | Wayne D. Smith, CFA | Robert A. Snape | David Snow | Joshua Sobeck | Stephen J. Socolof | Chris Solomon | Glenn Solomon | Peter B. Spasov | Matthew L. Sperling | Russell Steenberg | Robert M. Stern | Kathryn J. Stokel, CFA | Jamie Storrow | Reed Sturtevant | Susan Swanezy | Thecla E. Sweeney | Joji Takeuchi | Carsten Thoma | David Toll | Matthew Toole | Suzanne Troy Cole | David C. Turner | Jason Van Dussen | Hendrik Vroege | Christopher J. Walker | Greg Warnock | Gus Weber | Timothy P. Wegener | Mark Weisdorf | Andy Weissman | Brian K. Welker | Patrick Weston | Gordon J. Whiting | Howard Widra | Kelly M. Williams | William G. Winterer | Kenneth M. Wisdom | Chris Yang | Jay A. Yoder, CFA | David York | Frank M. Young | Mark W. Yusko | Eric Zoller
Stephen J. Adler, Editor In Chief, Reuters News
Stephen J. Adler is Editor-in-Chief of Reuters News and Executive Vice President News of Thomson Reuters, where he directs the editorial operations and news strategy for the company.
The largest news agency in the world, Reuters News employs over 2,900 full time journalists on the ground in 200 bureaus around the world. Mr. Adlerís team delivers the news, photographs, video, insight and commentary that power the worldís markets and media, reaching over one billion people a day.
Mr. Adler joined Thomson Reuters in January 2010 as Senior Vice President and Editorial Director of the companyís Professional Division. In that role, Mr. Adler built and directed news operations to deliver original journalism and relevant Reuters content to the millions of subscribers who rely on the companyís Legal, Tax & Accounting, and Healthcare & Science businesses for information products and services. He was named Editor-in-Chief, Reuters News and Executive Vice President News, Thomson Reuters in 2011.
Before joining Thomson Reuters, Mr. Adler was Editor-in-Chief of BusinessWeek, where, during his five-year tenure, the magazine and its website won more than 100 major journalism awards. Earlier, he spent sixteen years at The Wall Street Journal. As Investigative Editor there, Adler managed reporting teams that won three Pulitzer Prizes between 1995 and 1999. As Deputy Managing Editor, he oversaw the award-winning Wall Street Journal Online, created The Wall Street Journal Books imprint, and co-taught the ethics and standards course required of all news employees. Previously he was Editor of The American Lawyer. He began his career as a reporter at local newspapers in Florida.
A graduate of Harvard College and the Harvard Law School, Mr. Adler is author of the book The Jury: Trial and Error in the American Courtroom, which won the Silver Gavel Award from the American Bar Association. With his wife, the novelist Lisa Grunwald, he was co-editor of the best-selling Letters of the Century: America 1900ó1999 and Womenís Letters: America from the Revolutionary War to the Present. They are currently working on a third anthology, about marriage through the centuries. Adler serves on the boards of the Thomson Reuters Foundation and the Columbia Journalism Review. He lives in New York City with his wife and two children.
Christian Albert, Managing Partner, Bowside Capital
Christian Albert is the founder and managing partner of Bowside Capital, a private investment firm that specializes in the private equity, small capitalization market. Bowside Capital invests in, and co-invests with, U.S. private equity funds with targeted capital commitments of $100 million or less.
Mr. Albert manages the firm and its investment activities, and serves on numerous investment related committees. He was most recently the founder of The Albert Group, LLC, and was previously a regional director at Targus Group International. Mr. Albert earned a M.St. from the University of Oxford and an A.B. from Brown University. He is a member of the Board of Directors of the Brown University Sports Foundation.
Frank R. Albrecht, Ph.D, Managing Director, DB Private Equity Ė Infrastructure
Frank R. Albrecht, Ph.D., joined DB Private Equity (DB PE) in 2001 and currently heads DB PEís investment team for the Americas. Prior to joining SOPEP, he was Managing Director with the Schroeder + Partner Management Group in Berlin, Germany, where he was involved in restructuring a portfolio of underperforming companies in former East Germany and managing the firmís first venture capital fund. Previously, Mr. Albrecht had been head of corporate planning and special assistant to the CEO of K‹HLAUTOMAT Berlin, one of the leading companies in the refrigeration industry in Europe. He began his career in 1992 in the telecommunication industry as product manager network systems. Mr. Albrecht earned a Ph.D. in Business Administration and a M.Sc. degree with honors in industrial engineering from the Technical University of Berlin, Germany.
Colin G. Ambrose, Chief Investment Officer, UJA-Federation of New York
Colin Ambrose is Chief Investment Officer for UJA-Federation of New York where he is responsible for the day-to-day management and oversight of the institutionís endowment and retirement plans. Previously, Mr. Ambrose started the investment office at The Juilliard School as the schoolís first Chief Investment Officer. Mr. Ambrose was also a partner at two boutique investment management firms that advised and managed assets on behalf of institutional and high net worth clients.
Earlier in his career, Mr. Ambrose was responsible for alternative investments at Wesleyan University. Previously, he held positions with UBS PaineWebberís PRIME Asset Consulting Group, Aeltus Investment Management, and Advest, Inc.
Mr. Ambrose serves as an Investment Committee member for the Westport Public Library in CT where he resides with his wife and children. He earned a B.A. from Wesleyan University and an M.B.A. from Rensselaer Polytechnic Institute. Mr. Ambrose holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts and the CFA Institute.
Thomas Angell, CPA, Principal, Rothstein Kass
Thomas Angell, CPA is the principal-in-charge of the Firmís national commercial services practice. He has over 20 years of experience providing audit, tax and consulting services to middle market businesses in the manufacturing, distribution, professional service and import/export industries. He also advises on tax organizational structure, operational issues and mergers and acquisitions.
Mr. Angell began his career in 1981 at a small CPA firm in New York and joined Rothstein Kass in 1983 as a senior accountant. Mr. Angell focused on developing leadership skills within the Firm and improving the Firm's audit and tax processes through the use of technology. Due to the increased importance of technology at the Firm, Mr. Angell spearheaded the creation and development of the Rothstein Kass Information Technology Group (RKITG). Mr. Angell maintains an important role in keeping Rothstein Kass on the cutting edge of technology and the Firm is recognized as one of the most technologically advanced firms in the country.
Mr. Angell is a certified public accountant in New Jersey, New York and Virginia and is a member of the American Institute of Certified Public Accountants (AICPA), the New Jersey Society of Certified Public Accountants (NJSCPA) and the New York State Society of Certified Public Accountants (NYSSCPA). He received his Bachelor of Business Administration from Rutgers College and a Master of Business Administration in information systems from the Rutgers Graduate School of Management.
His activities outside the Firm include serving as chair of the AICPA Large Firm networking group and treasurer of the Drumthwacket Foundation. Tom also coaches his daughterís softball team and is involved with various fundraising activities for his church and children's school.
Jerome C. Antenen, CFA, Managing Director, Carleon Capital Partners LLC
Jerome C. Antenen joined Carleon Capital Partners LLC in 2007 and holds the title of Managing Director. Previously, Mr. Antenen worked at Quellos Group LLC (acquired by BlackRock, Inc.) where he served as an Associate Director and assistant portfolio manager, conducting due diligence on private equity and real asset managers for Quellos Private Capital Markets, LP. His activities included the sourcing, evaluating and monitoring of fund investments, co-investments and secondary investments.
Prior to that, Mr. Antenen worked at Deutsche Banc Alex Brown Inc. as an Analyst in the investment banking division and a member of the Private Equity Finance Group. Mr. Antenenís primary responsibilities included sourcing and evaluating private capital managers for potential fundraising mandates. He also supported the due diligence efforts of prospective investors and facilitated the fundraising of capital for those managers.
Mr. Antenen is a graduate from Georgetown University (BSBA cum laude) and is a CFA charterholder.
Lawrence Aragon, Digital Editor, Reuters Deals Group
Lawrence Aragon is the Digital Editor for Reuters Deals Group. Aragon has been a business journalist and editor for more than 19 years, and has covered venture capital and technology startups since the early 1990s. Before joining Thomson Reuters, he was VC Editor for Red Herring magazine. Prior to that, Aragon was a writer for VAR Business, PC Week and the San Jose Business Journal. His work has won awards from American Business Media, the Computer Press Association and CMP Media.
Jeffrey A. Arnesen, Director, Houlihan Lokey
Jeffrey A. Arnesen is a Director in Houlihan Lokeyís Minneapolis office, where he is responsible for Houlihan Lokeyís Financial Sponsors coverage effort in the Upper Midwest and Canada, managing client relationships and new business development. His career, which spans more than two decades, includes diverse experience in acquisitions, divestitures, corporate strategy, operational oversight and restructurings.
Before joining Houlihan Lokey, Mr. Arnesen was the president, chief operating officer and chief financial officer of M.A. Gedney Co., a Minneapolis-based food products manufacturer and distributor. Before that, he was a director and the chief financial officer of venture-capital-backed Plainwell Shasta Holdings, Inc. Earlier, he served as president of Michigan Carton Co. and as vice president and corporate controller of Field Container Co. He began his career as a senior manager at BDO Seidman, LLP.
Mr. Arnesen is the chairman of the Minneapolis Business Forum and serves on the board of directors of the Association for Corporate Growth Minnesota, Babyís Space and Babyís Space Environments LLC, and is a partner in Social Venture Partners Minnesota.
Mr. Arnesen received a B.B.A. in accounting from Western Michigan University.
George Arnold, Managing Principal, Knightsbridge Advisers
George Arnold became known to Knightsbridge as a fellow investor in a number of leading venture partnerships to which he was exceptionally successful in gaining access. He began his tenure at Knightsbridge in May of 2007. From 2004 until he joined Knightsbridge, Mr. Arnold was Director and Head of Venture/Growth Equity fund investments for Citigroup Private Equity. In this capacity, he was responsible for over 100 fund relationships with commitments of $1.3 billion, sat on a dozen advisory boards and brought Citigroup into 29 new venture and growth equity funds, many of which are considered difficult to access by most investors. From 1998 to 2003, he invested directly in private technology companies alongside venture investors on behalf of Citigroup, serving as a director or observer on many of their boards including Insurance.com, ConvergeNet (acquired by Dell), Guardent (acquired by VeriSign), Mobile365 (acquired by Sybase), and Openwave (aka Unwired Planet and Phone.com). Mr. Arnold spent his first year at Citigroup working in the Business Strategy Development and M & A Group where he worked on a majority stake acquisition of a European bank.
As an investor in companies and funds, Mr. Arnold draws on his broad technology background. He spent five years as an engineer and project manager with a Silicon Valley technology company that produces test and measurement solutions. Mr. Arnold holds a patent in the area of metallic access subscriber line testing. A Swiss national, former Swiss Army officer and a graduate of the Swiss Institute of Technology (Dipl.El.-Ing.ETH), Mr. Arnold came to the U.S. in 1992 to earn an M.S. in Electrical Engineering from Stanford University, followed by an M.B.A. from Santa Clara University. George's interests include spending time with his family outdoors, hiking, biking, camping, skiing, scuba diving and gardening. He also enjoys the challenge of a difficult Sudoku puzzle.
Maggie Arvedlund, Managing Director, Fortress Partners Fund
Maggie Arvedlund is a Managing Director at the Fortress Partners Fund in New York where she is responsible for originating, executing and overseeing a portfolio of direct debt and equity, private equity and real assets fund investments. Fortress Partners Fund is an endowment-style fund focused on alternative investment strategies which manages capital on behalf of the founders of Fortress and other institutional investors. Prior to joining Fortress, Ms. Arvedlund worked at Hall Capital Partners where she was responsible for executing investments in private equity funds and in fund management companies. Maggie received a BS with Honors from Vanderbilt University in Economics and an MBA in Finance from NYU's Stern School of Business. Ms. Arvedlund serves on several non-profit boards and is a founding member of the NYU Stern Private Equity Advisory Board.
Christopher M. Austen, Managing Director, Brooke Private Equity Associates
Christopher M. Austen is a Managing Director at Brooke Private Equity Associates (BPEA). BPEA is a manager of private equity investments, fund-of-funds and customized investment programs for institutions, foundations and endowments. He joined BPEA in 2006 and is responsible for managing the day-to-day operations, investment committee and strategy implementation of the firm.
Mr. Austen has a diverse background as a private equity investor, entrepreneur and marketing executive. Prior to Joining BPEA he was CEO of BuildLinks, Inc., a web-based project management company for the residential building industry.
Previously, Mr. Austen was a Partner at Southeast Interactive Technology Funds an early-stage IT-focused venture fund based in Research Triangle Park, North Carolina.
Early in his career, Mr. Austen specialized in marketing and business development, working with Fortune 500 clients and major advertising firms including BBDO and Foote, Cone & Belding (FCB) in New York
Mr. Austen has supported community organizations and was a Board member of the North Carolina Council for Entrepreneurial Development, the North Carolina Technology Association, and the Triangle Community Foundation's Entrepreneur's Partnership Venture Fund. He is on the advisory boards of numerous private equity firms as well as B.W. Rogers Company.
He was educated at Duke University and Duke University's Fuqua School of Business.
Michael Balmuth, General Partner, Edison Ventures
General Partner Michael Balmuth directs Edison's New England regional team
based in the Boston area, and also heads Edison's industry sector practice in
healthcare information technology.
Mr. Balmuth has been lead investor in companies focused on healthcare IT, interactive marketing, financial technology, electronic commerce, energy technology, storage and other enterprise applications. He currently serves on the board of seven Edison investments, including: Andera, CambridgeSoft, DiagnosisONE, Inmagic, PlumChoice, RewardsNow and VFA. Mr. Balmuth is actively involved with the New England Venture Capital Association, Tuck Center for Private Equity and Dartmouth Entrepreneurial Network.
Mr. Balmuth has 25 years of technology industry experience as a venture capitalist,investment banker and software executive. During the past 15 years in the Boston area, he served as Managing Partner of Mainspring Capital and General Partner at Summit Partners. He led the East Coast office for the Summit Accelerator Fund as a founding partner. Mr. Balmuth has served as a Director of numerous public and private companies.
Previously, Mr. Balmuth worked in technology investment banking with Broadview International. He completed M&A transactions and equity investments totaling over $1 billion. His early IBM career spanned sales, marketing, corporate development and systems engineering. Other investment experience has included Infor; Unica; OPNET; MCK Communications; Future Three; Government Payment Service; InstallShield; Microbank; PowerSmart; Staples.com; and TrelliSoft.
Mr. Balmuth earned a BA in Engineering Sciences at Dartmouth College and an MBA at Harvard Business School.
Quint Barker, Managing Principal, New York Life Capital Partners
Mr. 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.
Claudia A. Baron, Partner, PPM America Capital Partners
Claudia Baron originally joined PPM in 1993 where she was responsible for all investment systems for PPM as well as coordinating information sharing and reporting with the parent company in London. In 1995, Ms. Baron began working for the leveraged finance group and later the private equity group underwriting both debt and equity investments. In 1999, Ms. Baron left PPM to pursue operational roles including CFO of a technology company and CEO/GM of a winery in Northern California. In 2008, Ms. Baron rejoined PPM America Capital Partners as a Partner in PPMĎs Private Equity asset class, focusing on the Private Equity Fund of Funds portfolio. In 2012 she was promoted to head the Fund of Funds team. Ms. Baron has numerous Fund Advisory Board seats.
Ms. Baron received her MBA, Finance/MIS, from the University of Illinois in 1989, and graduated with a BA, Political Science and Economics, from the University of Michigan in 1987.
Red Barrett, President & Chief Executive Officer, Permal Capital Management
Red Barrett is President and Chief Executive Officer of Permal Capital Management and has been active in the firmís private equity business since 1989. From 1997 to 2000, Mr. Barrett was a Managing Director of Gemini Investors, a private equity partnership, during which time he continuously served as a Director of PCM and as a member of its Investment Committee. Mr. Barrett has held board or board observer roles in a number of public and private companies. Prior to 1989, Mr. Barrett served as an equity analyst for Fidelity Management and Research and held various positions with Keefe, Bruyette and Woods, Inc., an investment-banking firm. Mr. Barrett graduated from Princeton University and has an MBA from the Amos Tuck School of Business at Dartmouth.
Patrick G. Barry, Partner, Davies Ward Phillips & Vineberg LLP
Patrick Barry is a corporate partner practicing in the corporate finance & securities, mergers & acquisitions and fund formation areas with a particular focus on public and private mergers and acquisitions, private equity and hedge fund formation, private equity investment transactions and debt and equity corporate finance. He has significant experience in corporate and commercial joint ventures, proxy contests and is the principal contact at the firm for a number of U.S. and Canadian public and private companies. Mr. Barry has also played a principal role in a number of significant mergers and acquisitions and in the formation of some of Canadaís largest and most prominent private equity and hedge funds. He has been recognized repeatedly as a recommended practitioner in the area of Private Equity by The Canadian Legal Lexpert Directory. He is also noted as one of Canadaís leading private equity counsel in the Guide to the Worldís Leading Private Equity Lawyers and is listed as recommended counsel in the PLC Cross-border Private Equity Handbook and PLC Which Lawyer? Yearbook. Mr. Barry received his A.B. (magna cum laude) from Harvard University (1988) and his LL.B. from the University of Toronto (1991). He was called to Ontario Bar in 1993.
Luisa Beltran, Senior Private Equity Writer, peHUB.com
Luisa Beltran has been covering Wall Street for a dozen years. Before peHUB, she covered the private equity industry and middle market M&a for four years as a senior writer for The Deal. Prior to this, she was the Wall Street correspondent for CBS MarketWatch, where she broke many scoops on the mutual fund and the investment banker research scandals under then New York attorney General Eliot Spitzer. Ms. Beltran also covered M&a/IPOs for CNN/Money. Ms. Beltran, a Chicago native, is a graduate of Northwestern University.
Jay Bernstein, Partner, KPS Funds
Biography to come....
Kenneth F. Bernstein, President and Chief Executive Officer, Acadia Realty Trust
Kenneth F. Bernstein is the President and Chief Executive Officer of Acadia Realty Trust, which he co-founded in 1998. Acadia Realty Trust is a real estate investment trust specializing in the acquisition, redevelopment and management of open air retail properties. Acadia owns, or has ownership interest in, and operates over 100 properties totaling approximately 10 million square feet.
Under Mr. Bernsteinís leadership for the 10 year period ending December 31, 2009 Acadia achieved annual shareholder returns of 18%. Additionally Acadia has successfully executed its growth initiatives through a series of strategic acquisition funds, AKR Funds I, II, and III, enabling the organization to acquire over $3 billion of real estate across the United States.
Prior to his appointment as CEO in January of 2001, Mr. Bernstein served as President of Acadia. He previously served as Chief Operating Officer of RD Capital until its merger with Mark Centers Trust in 1998, creating Acadia Realty Trust. From 1986 until 1990, Mr. Bernstein was an associate with the New York law firm of Battle Fowler, LLP.
Mr. Bernstein received his BA from the University of Vermont and his JD from Boston University School of Law. Mr. Bernstein sits on the Board of Trustees of the International Council of Shopping Centers (ICSC), and he is co-chair of the Open Air Center Committee. He is an active member of National Association of Real Estate Investment Trusts (NAREIT), Urban Land Institute (ULI), and the Real Estate Roundtable. In addition to being a member of the Young Presidentís Organization (YPO), where he was the founding chairman of the Real Estate Network and currently sits on the Board of Advisors, he also sits on the Department of Real Estate Advisory Board at Baruch College. He is a member of the Board of Trustees of BRT Realty (NYSE:BRT) as well as Golub Capital (NASDAQ:GBDC).
Karl Bienkampen, CFA, CIO, Wilshire Private Markets
Karl Beinkampen, CFA is the Chief Investment Officer of WPM and serves on WPMís Business Committee and as chair of its Investment Committee. He is also responsible for sourcing, performing due diligence and monitoring investments across private equity sectors within the U.S. and Canada, as well as oversight of WPM investment process. He has been a participant in the private markets for 17 years and has served on numerous partnership boards. Prior to joining WPM, Mr. Beinkampen spent 15 years with Morgan Stanley, where he was most recently a managing director of the firm's Alternative Investment Partners division and served on its Private Markets Business and Investment Committees. He began working with LBO sponsors in 1995, leading equity, fixed income and acquisition finance transactions, and joined Morgan Stanleyís private equity fund of funds business shortly after its inception in 2000. Earlier in his career, he worked in mergers and acquisitions with Scully Brothers & Foss, as well as Kidder Peabody & Co. A cum laude graduate of Princeton University with a degree in Economics, he received his Master of Business Administration from the University of Pennsylvania's Wharton School with a dual degree in Finance and Operations Management. He is also a Chartered Financial Analyst charterholder. He joined Wilshire in 2010.
Nicholas Bienstock, Co-Managing Partner, Savanna Investment Management
Nicholas Bienstock is a Managing Partner of Savanna. At Savanna, Mr. Bienstock has developed relationships with institutional lenders and third-party capital partners, as well as identified acquisitions and structured transactions. Mr. Bienstock has worked on the acquisition, financing, restructuring and sale of over $4 billion of real estate throughout the United States. Mr. Bienstock sits on the Investment Committee and supervises the ongoing marketing and leasing of Savannaís investments. Prior to joining Savanna in 1999, Mr. Bienstock worked at Capital Trust, Inc. in New York where he worked on a wide variety of real estate principal investment and advisory transactions, including the purchase of equity interests in various properties, the negotiation and structuring of mezzanine loans, single asset and portfolio sales, asset management, debt and equity private placements and REIT IPO advisory work. Prior to Capital Trust, Mr. Bienstock worked for Chemical Bankís Real Estate Investment Banking Group. Mr. Bienstock received an MBA from the Columbia Business School, an MS in Real Estate Development from the Columbia School of Architecture and a BA from Harvard College where he graduated cum laude. Mr. Bienstock is an Assistant Adjunct Professor at Columbia University where he teaches a seminar in Real Estate Finance to graduate students in the Columbia Architecture Schoolís Real Estate Masterís Degree Program.
Steve Bills, Senior Editor, Buyouts Magazine
Steve Bills is a senior editor at Reuters Buyouts, with responsibility for covering the financial services industry, technology and leveraged finance.
Before joining Buyouts Magazine in January 2010, Mr. Bills spent eight years as a deputy editor at the daily newspaper American Banker, where he wrote about financial technology, corporate cash management, international trade and payment systems, including the transformation of the check-clearing system, among other areas of responsibility.
From 1998 to 2001, Mr. Bills was a news producer at CNNís financial Web site in New York, covering markets, the economy, corporate news and small business. He began his career at the Macon (Ga.) Telegraph and News, where he served as business editor and covered a variety of other beats, including the courts, education and neighborhoods. As a Knight-Ridder "loaner" working on the staff of the Grand Forks Herald after North Dakota's historic 1997 flood, he shared in the Pulitzer Prize for community service in 1998.
A native of Chattanooga, Mr. Bills is a graduate of the Henry W. Grady School of Journalism and Mass Communications at the University of Georgia.
Jocelyn Blanchet, Partner, KPMG LLP
Jocelyn Blanchet leads the M&A tax practice and is located in Toronto. Mr. Blanchet has more than ten years experience assisting private equity, venture capital, and hedge funds, and other financial institutions, plan and execute on acquisitions, reorganizations and divestitures.
Mr. Blanchet is also recognized for his work in developing innovative investment funds and products.
Mr. Blanchet is primarily focused on the financial services sector, particularly private equity funds and other asset managers that undertake M&A on a regular basis. Mr. Blanchet has extensive experience working with various investment funds in the design of tax-efficient acquisitions, reorganizations, and divestitures. In his work, he leverages his deep understanding of fund structures to assist in maximizing after-tax returns to the funds, investors, and the fund sponsor/management team. Mr. Blanchet is recognized as an innovative tax practitioner, helping to develop solutions for complex situations.
In addition, Mr. Blanchet has experience working with financial institutions on the design of products and strategies in a highly-regulated, heavily-taxed industry. As a result, he understands the necessity of working with regulators and other business units (compliance, capital management, financial reporting) in the design and implementation of tax-efficient structures.
Mr. Blanchet is the author of various articles and chapters on the design of investment funds, and on issues relevant to M&A, and the Chair of the Tax Committee of the Canadian Venture Capital & Private Equity Association (CVCA), advocating for positive tax changes in the industry.
Adam Blumenthal, Managing Partner, Blue Wolf Capital Partners
Adam Blumenthal is Co-founder and Managing Partner of Blue Wolf Capital Partners LLC, a private equity firm, and Blue Wolf Capital Fund II, L.P., a private equity fund, which specialize in control investments in middle-market companies in which managing relationships with government or labor, or resolving financial or operational distress, are critical to building value.
Mr. Blumenthal serves on the board of directors of Blue Wolfís portfolio companies: American Builders Supply Inc., Finch Paper Holdings LLC, Gloucester Engineering Co., Inc., and Pharmaceutical Strategies Group LLC. Mr. Blumenthal is also a member of Blue Wolfís investment committee.
From 2002 to 2005, Mr. Blumenthal served as First Deputy Comptroller and Chief Financial Officer for New York City Comptroller William C. Thompson, Jr. In this capacity, he oversaw the capital markets' activities of the Comptroller's office, including management of the assets of the New York City Retirement Systems; issuance of budget, financial, and economic analyses; and oversight of the City's debt issuance. During his tenure, the City's pension assets increased from $65 billion to $85 billion primarily as a result of strong investment gains. Adam also led a restructuring of the Funds' operations and investment strategies, including the establishment of multi-billion dollar allocations to private equity, real estate, and inflation-linked securities; the creation of a risk management unit; and securing, for the first time, funding from the pension funds to hire professional investment staff.
From 1989 to 2002, Mr. Blumenthal built and managed American Capital Ltd., a publicly-traded buyout and mezzanine fund (NASDAQ: ACAS), which is now a member of the S&P 500. When Mr. Blumenthal joined ACAS in 1989, it had one other employee and had not yet raised institutional capital. In the subsequent years, he played a central role in building it into a publicly-traded buyout and mezzanine fund with a portfolio of over $1 billion invested in sixty-three middle-market companies by the time he left in 2002.
From American Capital's 1997 initial public offering until 2002, when he left American Capital to become First Deputy Comptroller of the City of New York, Mr. Blumenthal served continuously on ACAS's board of directors, was a founding member of its investment committee, and held positions including Chief Financial Officer, Chief Operating Officer, President and Vice Chairman. Over this time, American Capital produced a 22% IRR to investors in its initial public offering.
Mr. Blumenthal received a B.A., magna cum laude, from Harvard College, and an M.B.A. from the Yale School of Management. He is currently a Donaldson Fellow at the Yale School of Management. From 2004 to 2007, he served on the Yale SOM's Board of Advisors. He is Chairman of the investment committees of the Nathan Cummings Foundation (managing an endowment of over $400 million) and of the Community Service Society of New York.
Mark Boslet, Senior Editor, Venture Capital Journal
Mark is a long time technology and financial journalist, and currently a senior editor at Thomson Reutersí Venture Capital Journal and peHUB. His work has appeared in The Wall Street Journal, the San Jose Mercury News, The Industry Standard, Greentech Media and newspapers nationwide. Before joining Thomson Reuters, he was a bureau chief and senior writer at Dow Jones. He has received several awards for his industry coverage, including a Society of American Business Editors and Writers 2008 Best in Business award. Prior to covering technology, he served as a business and general-news reporter at newspapers including The Times Union of Jacksonville Florida and The Waterbury (CT) Republican-American.
Steve Brady, National Managing Partner, Transaction Advisory Services, Grant Thornton LLP
Steve Brady is the National Managing Partner of Grant Thorntonís Transaction Advisory Services (TAS) practice. He has over twenty five years of experience specializing in advising financial buyers, strategic buyers and lending institutions in mergers & acquisitions and other transactions. Mr. Brady has advised clients on numerous cross-border transactions and is a leader in Grant Thorntonís Global TAS leadership team.
Mr. Bradyís primary responsibility is the delivery of M&A advisory services for private equity investors and strategic acquirers of businesses, as well as asset-based, mezzanine and structured finance debt providers. Mr. Brady brings extensive transaction and business operations experience gained from holding executive positions in industry. His expertise extends beyond due diligence, mergers and acquisitions and debt transactions to include raising equity capital, M&A strategy, business plan development and financial and accounting systems implementation.
Prior to joining Grant Thornton in 2004, Mr. Brady was Chief Financial Officer for a regional construction and specialty manufacturing firm and Chief Financial Officer/Chief Operating Officer of a start-up medical device company.
Mr. Brady was previously an audit partner with an international CPA firm and partner-in-charge of the construction/real estate practice of a large regional CPA firm. Mr. Bradyís broad industry experience includes manufacturing, health care, distribution, energy, business services and financial services in addition to numerous other sectors.
Mr. Brady hold s Bachelor of Business Administration in Accounting and Finance with Honors from the University of Wisconsin.
Kristine Brandt, Director, Invesco Private Capital
Kristine Brandt, Director, is involved in the quantitative and qualitative analysis of prospective partnership fund investments and has 10 years of private equity experience.
Prior to joining Invesco Private Capital (through Sovereign Financial Services) in 2000, Ms. Brandt was the Director of Operations for AddHealth, Inc. a private health care management firm located in Jackson Hole, Wyoming. She was involved with all phases of the company from start-up through to an eventual sale to a large preferred provider organization. Ms. Brandt also served as an equities analyst for Briefing.com, an on-line provider of financial analysis and commentary. While working at Briefing, she was responsible for research, analysis and dissemination of real-time market information.
Ms. Brandt currently serves on several partnership advisory boards, including Catterton, Eureka, Lovell Minnick, Pfingsten, .406 Ventures, Riverwood, Spire Capital, Valor Equity Partners and White Deer. Kristine is often invited to speak at prominent industry events and her speaking engagements include: NASP (National Association of Securities Professionals); The Pension Bridge; Southeast Venture Conference; The Capital RoundTable Masterclass; Dow Jones Private Equity Analyst Conference; and SuperReturn U.S.
Ms. Brandt received her M.B.A. with a concentration in Finance from the University of Denver and earned a B.S. in Psychology from St. Lawrence University in 1992. Ms. Brandt is a member of the Financial Management Association National Honor Society and PsiChi, the Psychology National Honor Society.
Rodney Brooks, Professor Emeritus, MIT; Founder, iRobot; Chairman and CTO, Heartland Robotics
Rodney Brooks is the Panasonic Professor of Robotics (emeritus) at MIT.
He is a robotics entrepreneur and Founder, Chairman and CTO of Heartland Robotics, Inc. He is also a Founder, former Board Member and former CTO (1991 - 2008) of iRobot Corp (Nasdaq: IRBT). Dr. Brooks is the former Director (1997 - 2007) of the MIT Artificial Intelligence Laboratory and then the MIT Computer Science & Artificial Intelligence Laboratory (CSAIL).
In his 27 years on the active faculty at MIT and Stanford he carried out research in robotics, developing the behavior-based approach to robotics, developed the first mobile robots that could interact with people, the first humanoid robots in the United States, and made basic contributions to computer vision and artificial life, and was active in developing technology for planetary rovers.
Dr. Brooks is a Member of the National Academy of Engineering (NAE), a Founding Fellow of the Association for the Advancement of Artificial Intelligence (AAAI), a Fellow of the American Academy of Arts & Sciences (AAAS), a Fellow of the American Association for the Advancement of Science (the other AAAS), a Fellow of the Association for Computing Machinery (ACM), a Corresponding Member of the Australian Academy of Science (AAS) and a Foreign Fellow of the Australian Academy of Technological Sciences and Engineering (ATSE). He received his PhD from Stanford in 1981, in Computer Science, and before that bachelors and masters degrees in pure mathematics at the Flinders University of South Australia. Early in his career he held post-doctoral positions at Carnegie Mellon University and at MIT.
Tripp Brower, Partner, Capstone Partners
Prior to founding Capstone, Tripp Brower was Executive Vice President of OffRoad Inc., and co-managed OffRoadís Private Capital Group, which encompassed investment banking, institutional placement and product development. Prior to joining OffRoad in December 2000, Mr. Brower was Co-Head of the Private Fund Group at Investment banking firm Stephens, Inc. At Stephens, he was responsible for raising capital from institutional investors in the United States. Mr. Brower was a Partner and Board Member of Stonebridge Partners LLC, a private placement firm that merged with Stephens in February 1998. Prior to Stonebridge, Mr. Brower was a Vice President specializing in corporate finance in J.P. Morgan & Company.
Mr. Brower currently serves on the Governing Board for Executives in Action.
Mr. Brower received a B.A. degree in Economics from Washington and Lee University, and completed the J.P. Morgan Finance Program.
Mike Brown Jr., Founder & Partner, AOL Ventures
Mike Brown Jr. is a Founder and Partner at AOL Ventures, the venture capital arm of AOL. At AOL Ventures he focuses on investing in the consumer internet space and works closely with portfolio companiesíbetaworks, 20x200, bit.ly, Movie Pass, gdgt, Soundtracking, Sailthru, Metamarkets, Impermium, Spree Commerce and Solve Media. In addition to his activities at AOL Ventures, Mr. Brown is an angel investor in a variety of seed stage companies including Qwiki, Voxy, Codecademy, Social Amp and Moat. In a prior life, Mr. Brown worked for the investment arm and incubator of Richard Bransonís Virgin Group and helped create new Virgin businesses and invest capital in early stage startups on behalf of the British entrepreneur. Earlier he co-founded the largest healthy vending company in the US (www.healthyvending.com) and began his career at Morgan Stanley. Mr. Brown serves on the boards of the National Forest Foundation and the Conflux Festival and graduated with a B.A. in International Relations from Columbia University.
Scott D. Brown, CFA, Managing Director, CBRE Global Multi Manager
Biography to come....
Robert Buderi, Founder and Editor in Chief, Xconomy
Robert Buderi is Founder and Editor in Chief of Xconomy, an online news organization covering the business of technology in key innovation clusters. Before launching Xconomy in mid-2007, Mr. Buderi was a research fellow in MIT's Security Studies Program. He previously served as Editor in Chief of Technology Review magazine and was BusinessWeek's technology editor, where he shared in the 1992 National Magazine Award for "The Quality Imperative."
Mr. Buderi is the author of three previous books about technology and innovation, the most recent being Guanxi (Simon and Schuster 2006), which looks at Microsoft's Beijing research lab as a metaphor for global competitiveness. His acclaimed first book, The Invention That Changed the World (Simon and Schuster 1996), examined radar's impact on World War II and post-war science and technology and was part of the Alfred P. Sloan Foundation's Technology Series. Engines of Tomorrow (Simon and Schuster 2000) is an account of the evolution and modern practice of corporate research. Mr. Buderi served on the Council on CompetitivenessĖsponsored National Innovation Initiative and as an advisor to the Draper Prize Nominating Committee.
Jeffrey J. Bussgang, General Partner, Flybridge Capital Partners
Jeff Bussgang is a General Partner at Flybridge Capital Partners whose investment interests and entrepreneurial experience are in consumer, Internet commerce, marketing services, software and mobile start-ups. Mr. Bussgang currently represents the firm on the boards of Cartera Commerce, ClickSquared, Convoke Systems, DataXu, i4cp, SavingStar, SimpleTuition, and is a board observer at ZestCash. Mr. Bussgang was previously a director at Brontes Technologies (acquired by 3M), BzzAgent (acquired by Tesco), go2Media, oneforty (acquired by HubSpot), PanGo Networks (merged with InnerWireless), Ready Financial (merged with AccountNow), Transpera (acquired by Tremor Video).
Mr. Bussgang's book on venture capital and entrepreneurship, Mastering the VC Game, is an insider's guide for entrepreneurs on financing and company-building and his popular blog on helping demystify the venture business for entrepreneurs, "Seeing Both Sides", can be found at www.seeingbothsides.com.
Mr. Bussgang serves as an Entrepreneur in Residence at Harvard Business Schoolís Arthur Rock Center for Entrepreneurship and has co-authored three HBS cases that are taught in ďFounderís DilemmaĒ and is the co-author of "Ruling The Net", a 1996 Harvard Business Review article on the Internetís potential for commerce. He is also on the board of MITX, the Massachusetts Innovation and Technology Exchange and is a Founding Executive Committee Member of FirstGrowth Venture Network, a network of venture and angel investors supporting first and second time entrepreneurs building exciting companies in the New York area.
Prior to joining Flybridge, Mr. Bussgang co-founded Upromise (acquired by Sallie Mae) and was an executive at Open Market, an Internet commerce software leader that went public in 1996 and grew to nearly $100 million in revenues. Prior to Open Market, Mr. Bussgang was with the strategy consulting firm, The Boston Consulting Group.
Mr. Bussgang holds a BA in Computer Science from Harvard University where he graduated magna cum laude and an MBA from Harvard Business School where he was a Baker Scholar and a Ford Scholar.
Phil Canfield, Principal, GTCR
Phil Canfield joined GTCR in 1992 and became a Principal in 1997. Mr. Canfield previously worked in the corporate finance department of Kidder, Peabody and Company. He holds an MBA from the University of Chicago and a BBA in Finance with high honors from the Honors Business Program at the University of Texas.
Mr. Canfield is co-head of the Information Services & Technology Group at GTCR and has been focused on building this area for GTCR since 1996. Mr. Canfield is currently a director of Sorenson Communications, IQNavigator, Global Traffic Network and Cannondale Investments. Mr. Canfield has played a leadership role in a number of past investments involving AppNet, Transaction Network Services, DigitalNet, Cellnet and Solera.
Believing education is an important way of giving back, Mr. Canfield is an active volunteer and sponsor for the Chicago Foundation for Education, a non-profit organization that seeks to improve the educational experience of Chicagoís public school children. In addition, Mr. Canfield is a member of the Council on the University of Chicago Booth School of Business, and a member of the Board of Trustees at the Latin School of Chicago.
Thomas A. Carver, Managing Partner, Harren Equity Partners
Thomas A. Carver founded Harren Equity Partners based upon his belief that companies with less than $100 million in revenues needed not only better access to capital, but more importantly needed investment partners who understood the unique issues facing companies of that size. Mr. Carver currently manages all aspects of the investment and portfolio management process at Harren and is a member of the Board of Directors for all of Harren's portfolio companies.
Prior to founding Harren, Mr. Carver was a Partner with H.I.G. Capital in Miami, Florida, a successful private equity firm with over $2.0 billion in equity capital under management and investments in more than 50 portfolio companies. While at H.I.G., Mr. Carver served on the boards of many portfolio companies and was one of the firmís original professionals.
Mr. Carver also has significant operating experience. He served as interim President of Plastic Fabricating Company, a manufacturer of mission critical composite plastic parts for the aerospace industry. Through the eighteen months Mr. Carver spent in Wichita, Kansas, the company significantly grew revenues and profitability. Additionally, after the unexpected death of Virginia Explosives & Drilling Company, Inc.'s President, Mr. Carver served as interim President of the company in Grundy, Virginia. Mr. Carver worked with the company's other executives to generate a two-fold increase in revenues and a three-fold increase in profitability.
Mr. Carver received a Bachelor of Science with Distinction from the McIntire School of Commerce at the University of Virginia, where he was elected Beta Gamma Sigma. He received a Masters in Business Administration from the Darden School at the University of Virginia.
Mr. Carver currently serves on the Board of Directors of the Music Resource Center, a music education center for teenagers which uses recording and performing arts to create a sense of empowerment and accomplishment in the urban community (www.musicresourcecenter.org). He also served on both the Finance and Information Technology Subcommittees for the Board of Directors at Martha Jefferson Hospital. Mr. Carver is active with the University of Virginia as well, serving as a Trustee for his class at the McIntire School of Commerce and lecturing at both the undergraduate and graduate business schools.
Edward M. Casal, Chief Investment Officer, Global Real Estate Multi-Manager Group, Aviva Investors
Edward M. Casal serves as Chief Investment Officer of the Aviva Investors Global Real Estate Multi-Manager Group, which manages capital in excess of $8 billion on behalf of institutional investors worldwide. As such he chairs the groupís Global Investment Committee, and has overall responsibility for the investment process, ensuring depth of analysis and consistency of approach across regions.
Mr. Casal has over 30 years of experience in real estate and capital markets. Prior to joining Aviva Investors in 2008, he was a co-founder of Madison Harbor Capital, a real estate multi-manager firm based in New York. Previously, he was a real estate investment banker at UBS, and its predecessor firm Dillon, Read & Co.; and a financial analyst at Goldman, Sachs & Co.
Mr. Casal is a graduate of Tulane University and the Harvard Graduate School of Business. He is a member of the Global Exchange Counsel of the Urban Land Institute, the Pension Real Estate Association, and a member of the Executive Board of AFIRE. Mr. Casal is also Chairman and CEO of Madison Harbor Balanced Strategies, Inc., and a Board Member of Parkway Properties, Inc.
Narayan Chowdhury, Co-Founder & Managing Director, Franklin Park
Narayan Chowdhury is Co-Founder of Franklin Park. At Franklin Park, Mr. Chowdhury is responsible for the analysis and evaluation of private equity investment opportunities, monitoring clients' portfolios and conducting industry research. He is also involved in the development and implementation of Franklin Park's technology platform, and regularly interacts with clients on investment and portfolio matters. Prior to Franklin Park, Mr. Chowdhury worked with Hamilton Lane and Public Financial Management. He is a CFA Charterholder and a member of the CFA Institute. Mr. Chowdhury received a B.A. in Mathematics and Economics from Bucknell University.
Andrew Christensen, CFA, Director of Private Markets, Carleton College
Andy Christensen joined Carleton College in 2008 where he is Director of Private Markets, investing the college's endowment with primary responsibility for investments in private equity, real estate and natural resources. Prior to Carleton, Mr. Christensen spent nine years as Portfolio Manager of private market investments with the Minnesota State Board of Investment. Prior to the Minnesota State Board of Investment, Mr. Christensen spent five years with American Express Asset Management as an Investment Analyst.
Mr. Christensen holds a B.S. in Economics from the University of Minnesota and an M.B.A. in Finance from the Carlson School of Management, University of Minnesota and holds the CFA designation.
Joe Chung, Managing Director and Co-Founder, Redstar Ventures
Joe Chung is Managing Director at Redstar Ventures, a company that creates companies, taking them from the earliest stages of ideation and growing them through their first institutional funding rounds and beyond. Prior to Redstar he was co-founder and Chairman of Allurent and co-founder, Chairman and CTO of Art Technology Group (NASDAQ:ARTG). Along with co-founder Jeet Singh, he led the growth of ATG from a two-person consultancy to a publicly traded enterprise software company with over 1,200 employees and annual revenues exceeding $160 million. He holds BS and MS degrees in Computer Science from MIT and conducted his graduate work at the MIT Media Lab.
John Coelho, Principal, StepStone Group
John Coelho is based in StepStoneís San Diego office and focuses on fund investments, secondaries and co-investments in the US.
Prior to StepStone, Mr. Coelho was an Assistant Vice President with ATEL Capital Group, an asset-based lender. Prior to that, Mr. Coelho served as an advisor to Unigestion, an alternative asset manager based in Geneva, and as an Associate at Plantagenet Capital Management, a private equity firm in San Francisco. Mr. Coelho was also an Associate in the Investment Banking Group at Piper Jaffray & Co. and began his career in the Corporate & Securities Group at Wilson Sonsini Goodrich & Rosati.
Mr. Coelho received his BS and MBA from the Haas School of Business at the University of California, Berkeley.
Steven Costabile, CFA, Managing Director, Global Head of Private Funds Group, PineBridge Investments
Steven Costabile joined AIG Investments in 2000 (now known as PineBridge Investments as of October 2009) and is the Managing Director of the Private Equity Funds Group. Mr. Costabile brings his in-depth knowledge of private equity funds to PineBridge and has played a significant role in the successful growth of three product lines, Pinestreet LLC, PineStar (secondaries) and the PEP program. Mr. Costabile serves on the Developed Markets Fund Investment Committee, APEN Investment Committee and Asia Private Equity Investment Committee. His current responsibilities include overseeing all private equity funds investments in the developed markets, as well as sourcing, due diligence, monitoring product development, and marketing. Mr. Costabileís private equity investing and valuation experience dates back to 1990. Previously, from 1997 to 2000, Mr. Costabile was a Vice President at Credit Suisse First Boston (CSFB) in the Private Funds Group, with a focus on investments on behalf of CSFB and third party investors. Prior to that, he was the Senior Investment Officer of Alternative Investments for the Commonwealth of Massachusetts and the Assistant Director of Venture Capital for the Commonwealth of Pennsylvania. In both positions, Mr. Costabile focused on private equity fund investments. He received both a BSBA and an MBA from Duquesne University. He is also a CFA charterholder and holds a Series 7 license.
Rob Cox, Americas Editor, Reuters Breakingviews
Rob Cox oversees the 12-member Reuters Breakingviews commentary team in the Americas. He helped establish the online financial commentary publication in 2000 in London. From 2004 he spearheaded the firm's expansion in the U.S. and continues to edit its American edition, including the daily breakingviews columns in the New York Times. Prior to joining breakingviews, Mr. Cox held senior editorial positions at Bloomberg News in London, Milan and New York. Rob makes frequent broadcast appearances and his work has appeared in many prestigious publications. He is a graduate of Columbia Universityís Graduate School of Journalism and the University of Vermont.
Patrick M. Cunningham, Managing Director, Macquarie Infrastructure & Real Assets
Patrick M. Cunningham is a Managing Director at Macquarie Infrastructure and Real Assets (MIRA) where he focuses on private fund investments across the MIRA platform. MIRA manages over $35 billion of client commitments to infrastructure representing 88 infrastructure assets that are used by over 100 million people every day.
Prior to joining Macquarie, Mr. Cunningham was a Managing Director at Capital Dynamics, the global private equity investor where he was a member of the Business Development and Investment Management teams. He has also held senior positions in the private equity and investment banking fields at firms including Bear Stearns, J.P. Morgan, and Marsh & McLennan.
Mr. Cunningham earned his undergraduate degree at the College of the Holy Cross, and he holds an M.B.A. in Finance from the Stern School of Business at New York University.
Duran S. Curis, CFA, Partner and Founder, Ocean Avenue Capital Partners
Prior to co-founding Ocean Avenue Capital, Duran Curis was a Managing Director of Drum Capital Management focusing exclusively on special situations investments. Previously, Mr. Curis launched and managed the HRJ Special Opportunities Funds, a series of multi-manager funds focused exclusively on distressed debt, turnaround and restructuring investments on a global basis. Prior to HRJ Capital, he was Head of the U.S. office of LGT Capital Partners, one of the largest European-based private equity fund-of-funds managers. Before founding LGTís U.S. office, Mr. Curis was based in LGTís main office in Zurich, Switzerland. Mr. Curis began his private equity investment career at Pacific Corporate Group. Mr. Curis has served on numerous fund advisory boards and is a frequent invited speaker at industry conferences. Mr. Curis received his M.B.A. from the Fuqua School of Business at Duke University and his B.S. from Bowling Green State University in Ohio. He is a CFA Charterholder and a member of the CFA Institute.
Thomas P. Danis, Jr., Managing Principal, RCP Advisors
Thomas P. Danis, Jr. is a Managing Principal and co-founder of RCP. He leads the manager research and investment sourcing function of the Firm including the ongoing relationship management of private equity fund managers. Mr. Danis is also responsible for the evaluation and monitoring of investments. In addition, Mr. Danis is a member of the Investment Committee and active as an Advisory Board member of various underlying funds, including Littlejohn Fund IV. Mr. Danis has been involved in the private equity industry for over 15 years.
Prior to founding RCP, Mr. Danis was a Director of Aonís Financial Sponsors Practice, where he was responsible for advising companies on financial, legal and risk management issues surrounding due diligence, structuring and valuation transactions primarily from a liability perspective.
Mr. Danis earned his BS in business administration from the University of Colorado. Mr. Danis serves on the board of the Childrenís Memorial Hospital Foundation and is a director of the Evans Scholars Foundation. He is also an active member of The Economics Club of Chicago, Young Presidents Organization, Association for Corporate Growth, Chicago Area Private Equity Executives (CAPEX), and The Commonwealth Club of Chicago.
Ronald M. Dickerman, President and Founder, Madison International Realty
Ronald M. Dickerman is the President and Founder of Madison International Realty with primary responsibility for investment strategy, capital formation and risk management. Mr. Dickerman has raised over $1.3 billion in capital and invested over $2.5 billion in commercial real estate over his career. Mr. Dickerman has significant experience providing joint venture and preferred equity to commercial real estate owners and investors within all major asset classes who are looking to recapitalize investments, restructure balance sheets, provide existing partners with an exit strategy or redeploy capital for new investments.
Mr. Dickerman has over 25 years of experience focused on the analysis, acquisition, financing, management and disposition of income-producing assets such as real estate, mortgage products, healthcare properties, leased equipment, media properties, oil & gas, as well as other specialty assets. Prior to founding Madison in 1996, Mr. Dickerman was President and Founder of First Equity Realty, LLC, a real estate investment firm specializing in the acquisition of under-performing real estate assets from financial institutions. During the period from 1987 to 1991, Mr. Dickerman was an investment banker in the Real Estate / Partnership Finance Group at Smith Barney, Harris Upham & Co., Inc., where he was responsible for the origination, analysis, structuring, acquisition, asset management, disposition and marketing of real estate and other limited partnerships.
Mr. Dickerman is an active member of the Association of Foreign Investors in Real Estate (AFIRE) and a frequent speaker on the topic of secondary investments and liquidity at real estate conferences throughout the country. Mr. Dickerman earned an MBA degree from Columbia Universityís Graduate School of Business and a BA degree from Tufts University.
Bowen Diehl, Managing Director, American Capital Strategies
Biography to come....
Jeffrey A. Dominick, Managing Director for Global Fund Investments, Babson Capital Management LLC
Biography to come....
Chris Douvos, Managing Director, Venture Investment Associates
Chris Douvos joined Venture Investment Associates (VIA) in 2011 as a Managing Director. He is a member of the Firmís Investment Committee and has responsibility across all facets of the firm, including the management of relationships with the funds' managers and its limited partners, as well as, the identification and development of new relationships for the firm.
He previously spent seven years co-heading the private equity program at The Investment Fund For Foundations (TIFF). In this role, he was responsible for over $1 billion in new capital commitments and stewarded a program that was ranked in the top 5% of its peers. Mr. Douvos represented TIFF on over a dozen VC and LBO partnership advisory boards.
Prior to joining TIFF, Mr. Douvos worked on Princeton University's endowment team, where his duties included selection and evaluation of external managers, risk analysis, and asset allocation modeling. Previously, he was a strategy consultant at Monitor Company working with clients in the financial services, healthcare, and telecom sectors and as an analyst for Monitorís principal investing activities.
Mr. Douvos authors an acclaimed blog, www.SuperLP.com, that explores topics in investing and human nature. He has been profiled in Venture Capital Journal and Private Equity Analyst and regularly speaks at industry conferences and business schools. Mr. Douvos earned his BA with Distinction in history from Yale College in 1994 and an MBA from Yale School of Management in 2001. He was awarded the CFA Charter in 2004. He currently serves on the Board of the Palo Alto Community Fund and sits on the investment committee of the Castilleja School.
Timothy C. Draper, Co-Founder, Draper Fisher Jurvetson
Timothy C. Draper is the Founder and a Managing Director of Draper Fisher Jurvetson. His original suggestion to use "viral marketing" in web-based e-mail to geometrically spread an Internet product to its market was instrumental to the successes of Hotmail and YahooMail, and has been adopted as a standard marketing technique by hundreds of businesses. On behalf of Draper Fisher Jurvetson, Mr. Draper serves on the boards of DoAt, Glam, Meebo, Prosper, SocialText, and DFJ Plug 'N Play companies. DFJ's previous successes include: Skype (EBAY), Overture.com (YHOO), Baidu (BIDU), Parametric Technology (PMTC), Hotmail (MSFT), PLX Technologies (PLXT), Preview Travel (TVLY), Digidesign (AVID), and others.
Mr. Draper launched the DFJ Global Network, an international network of early-stage venture capital funds with offices in over 30 cities around the globe. He founded or co-founded DFJ ePlanet (global), Draper Fisher Jurvetson Gotham (NYC), Zone Ventures (LA), Epic Ventures (Salt Lake City), Draper Atlantic (Reston), Draper Triangle (Pittsburg), Timberline Ventures (Portland), Polaris Fund (Anchorage), DFJ Frontier (Sacramento and Santa Barbara), DFJ Vina Capital (Vietnam), and DFJ DragonFund (Shanghai).
As an advocate for entrepreneurs and free markets, Mr. Draper is regularly featured as a keynote speaker in entrepreneurial conferences throughout the world, has been recognized as a leader in his field through numerous awards and honors, and has frequent TV, radio, and headline appearances. He was #52 on the list of the 100 most influential Harvard Alumni, and #7 on the Forbes Midas List. He was named Always-On #1 top venture capital deal maker for 2008. He was awarded the Commonwealth Club's Distinguished Citizen Award for achievements in green and sustainable energy. His blog is featured at www.theriskmaster.com.
Mr. Draper is the course creator and Chairman of BizWorld, a 501c3 organization built around simulated teaching of entrepreneurship and business to children. He also serves on the Harvard Business School Board of Dean's Advisors.
Previously, Mr. Draper served on the California State Board of Education. In November of 2000, Mr. Draper launched a statewide cyber-initiative on school choice for the California General Election. He was a member of Singapore's International Economic Council and Ukraine's Orange Circle. He was on the Board of U.C. Berkeley's Haas School of Business. He has a BS in Electrical Engineering from Stanford University, and an MBA from Harvard Business School.
Maxime Durivage CFA, MBA, Investment Manager, Rťgime de rentes du Mouvement Desjardins
Maxime Durivage is the manager of the Private Equity and Infrastructure Portfolios at Desjardins Group Pension Plan, Canadaís 9th largest corporate pension fund with $5.8 B in assets. Beforehand, he spent several years in the Private Equity Group at Caisse de dťpŰt et placement du Quťbec. Mr. Durivage serves on multiple boards of directors and fund valuation committees. Mr. Durivage graduated with an MBA from the McGill University and a BBA from Bishop's University. He also holds the Chartered Financial Analyst (CFA) designation.
Jamie Ebersole, Senior Investment Director, SL Capital Partners
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.
Alex Eidlin, Managing Director, Institutional Real Estate, Inc.
Alex Eidlin is Managing Director Ė Asia Pacific and Associate Publisher of The Institutional Real Estate Letter Ė Asia Pacific and is in charge of Institutional Real Estate Incís (IREI) business in Asia.
During his tenure with IREI, Mr. Eidlin initiated and developed relationships with institutional investors investing in Asian real estate. He consulted asset managers on their fund raising efforts and created a multi-year program for the first in Asia investor focused real estate conference that was attended by US, European and Asian institutional investors.
Prior to his position with IREI, Mr. Eidlin was Co-Founder and General Partner at Atlas Partners Japan where he created the first multiple-manager real estate fund in Japan ó J-Land Fund. This fund invested in various sectors with a carefully selected group of Japanese and international real estate asset managers. Prior to that, Mr. Eidlin worked for CB Richard Ellis Investors in Tokyo and subsequently became Director, Investor Advisory Services Group, at CB Richard Ellis, Tokyo.
Mr. Eidlin started his career at BARRA International, a premier quantitative asset management and consulting firm, where he was Director of Client Services in its Tokyo office. Subsequently, Mr. Eidlin spent more than 16 years in Tokyo and Hong Kong working for Wall Street blue chip and international firms in equity and interest rate derivatives area, serving corporate and high-net-worth clients in Asian countries.
Mr. Eidlin earned his MA in Chinese Studies from UC Berkeley/Stanford University Center in Taipei and an MBA in Finance from San Francisco State University. He is fully fluent in Mandarin Chinese, Japanese and is a native speaker of Russian.
Grier Eliasek, President and COO, Prospect Capital Corporation
Mr. Eliasek is President and Chief Operating Officer of Prospect Capital Corporation and a Managing Director of Prospect Capital Management and Prospect Administration. He also serves on the Board of Directors for Prospect Capital Corporation.
At Prospect Capital, Mr. Eliasek is responsible for leading the Prospect team of professionals in the origination and assessment of investments. Mr. Eliasek serves on the Board of Directors of Gas Solutions Holdings, Inc., a gas gathering and processing company in East Texas, and he is actively involved in the Prospect Capital portfolio. Prior to Prospect Capital, Mr. Eliasek served as a Managing Director with Prospect Street Ventures, an investment management firm which, together with its predecessors, has invested in excess of $1.5 billion in senior loan, mezzanine, bridge loan, private equity, and venture capital structures through publicly traded closed-end funds and private limited partnerships.
Prior to joining Prospect, Mr. Eliasek served as a consultant with Bain & Company, a global strategy consulting firm, where he managed engagements for companies in several different industries. At Bain, Mr. Eliasek analyzed new lines of businesses, developed market strategies, revamped sales organizations, and improved operational performance.
Mr. Eliasek received his MBA from Harvard Business School. Mr. Eliasek received his Bachelor of Science degree in Chemical Engineering with Highest Distinction from the University of Virginia, where he was a Jefferson Scholar and a Rodman Scholar.
Michael Elio, Managing Director, LP Capital Advisors
Biography to come....
Bruce R. Evans, Managing Director, Summit Partners
Bruce R. Evans is a Managing Director with Summit Partners, a growth equity firm that invests in rapidly growing companies across many industry sectors.
Mr. Evans joined Summit Partners in 1986 and is based in its Boston office. Prior to Summit, he worked in Louisville, Kentucky as a marketing representative for the Data Processing and National Accounts Divisions of IBM Corporation.
During his 25 years with Summit Partners, Mr. Evans has served as a director of 26 companies including 12 public companies. He is currently a director of Casa Systems, FleetCor Technologies (NYSE: FLT), Krishidhan Seeds Limited, and Multifonds (IGEFI Group). His previous directorships include Hittite Microwave (NASDAQ: HITT), Hyperion Software (NASDAQ: HYSL, later acquired by Oracle), Jamba! AG (acquired by VeriSign), OPNET Technologies (NASDAQ: OPNT), and optionsXpress Holdings (NASDAQ: OXPS, later acquired by Charles Schwab) Pediatrix Medical Group (NYSE: PDX; later renamed MEDNAX, NYSE: MD) and Renal Treatment Centers (NASDAQ: RXTC).
Mr. Evans received a BE in mechanical engineering and economics, magna cum laude, from Vanderbilt University and an MBA from Harvard Business School. He is a current director of the National Venture Capital Association.
Kirk Falconer, Director of Research, Private Equity, Thomson Reuters
Kirk Falconer is Director of Research, Private Equity, at Thomson Reuters (Canada), headquartered in Toronto, Ontario.
Mr. Falconer manages Thomson Reutersí 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 Reutersí 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.
David I. Fann, President and CEO, TorreyCove Capital Partners
David I. Fann manages the day-to-day business activities of TorreyCove Capital Partners, is a member of TorreyCoveís Board of Directors, and Executive and Investment Committees. With 26 years of experience in the private equity industry, Mr. Fann has invested in over 25 leveraged buyout, private equity, and venture capital investments as a lead investor or co-investor, of which ten became publicly traded through successful initial public offerings and a number were acquired by Fortune 500 companies. In addition, he has managed organizations that invested over $15 billion in private equity, distressed debt and venture capital funds, and direct and co-investments. Prior to founding TorreyCove, Mr. Fann was the President and CEO of PCG Asset Management, LLC. Before that he was the Founder and General Partner of Inflection Equity Partners, a buyout firm focused on technology companies. He was a Managing Director at the United States Trust Company (U.S. Trust of New York), and Founder and Co-Head of their Private Equity Division. He was also the President and Co-CEO of three affiliated business development companies. Mr. Fann served on U.S. Trustís Strategy Review, Special Fiduciary, and Portfolio Policy Committees, which directed firm-wide investment strategy, policy and asset allocation. Earlier in his career, Mr. Fann was a Vice President of Citicorp Venture Capital Ltd. (and various affiliated entities including Citibank/Citicorp NA, Court Square Capital Ltd., and Citibank/Citicorp Investments Inc.). Mr. Fann has served on the board of directors of eleven companies, as a board observer for seven, as Chairman of the Board of Directors for two companies, and currently serves on the board of directors for the Robert H. Toigo Foundation. He holds dual Bachelorís degrees in Industrial Engineering and Economics from Stanford University.
Daniel E. Feder, Senior Investment Manager, Private Equity and Venture Capital, Covariance Capital Management
Daniel E. Feder is the Senior Investment Manager Ė Private Equity & Venture Capital at Covariance Capital Management. Mr. Feder has worked in the private securities industry for 24 years as an attorney and as an investor. Most recently, Mr. Feder was the Managing Director of Private Markets for the Sequoia Capital Heritage Fund where he helped develop an endowment style (multi-asset class) investment management service sponsored by Sequoia Capital. Prior to joining Sequoia Capital, Mr. Feder was the Managing Director of private equity and venture capital with the Princeton University Investment Company (ďPrincoĒ) Ė the investment office for Princeton Universityís endowment. At Princo, Mr. Feder led the development of a $4.0 billion global private equity and venture capital portfolio, including 168 fund commitments in the U.S., Europe, Asia, Africa, Latin America, and Australia. Mr. Feder has served on the Advisory Boards of over 60 private equity and venture capital funds. Mr. Feder began his career as an attorney in the area of corporate finance (private placements, buyouts, project financings, securitizations, bankruptcies, and corporate reorganizations). After serving as in-house counsel at CIGNA Investment Management, Mr. Feder joined the investment team at CIGNA as a Vice-President, where he completed a broad range of transactions, including control buyouts of middle market manufacturing and service companies. Prior to joining Princo, Mr. Feder was a Portfolio Manager in the private equity area at CalPERS. Mr. Feder holds a B.A. cum laude in Political Science from the University of Massachusetts, a J.D. cum laude from the Boston University School of Law, and an M.A. in Economics from Trinity College. He is a Fellow in the American College of Investment Counsel and has earned the Chartered Financial Analyst designation.
Peter Fenton, General Partner, Benchmark Capital
Peter Fenton joined Benchmark Capital in 2006 after spending seven years as a partner with Accel Partners.
Current Investments: DotCloud, EngineYard, Hortonworks, Lithium, New Relic, Pentaho, Polyvore, Terracotta, Twitter, Yelp, Zendesk and Zuora.
Previous Investments: Coremetrics (acquired by IBM), FriendFeed (acquired by Facebook), JBoss (acquired by RedHat), Reactivity (acquired by Cisco), SpringSource (acquired by VMWare), Wily Technology (acquired by CA), Xensource (acquired by Citrix), and Zimbra (acquired by Yahoo!).
Education: MBA from Stanford Business School; BA from Stanford University.
Craig Ferguson, Managing Director, Manulife Capital
Craig Ferguson is responsible for transaction origination, execution and portfolio management of private equity and mezzanine investments, including direct investments and fund investments. Mr. Ferguson is currently and has been on the Board of Directors/Advisors of several companies and investment funds in Canada and the U.S.
In 2011 Mr. Ferguson joined Manulife Capital and has over 15 years of experience including 10 years originating, structuring and managing private equity and mezzanine investments with McKenna Gale Capital and 4 years of lending experience with GE Capital and CIT Group. Mr. Ferguson is also an alumnus of KPMG.
Mr. Ferguson holds an Honours Bachelor of Business Administration degree from Wilfrid Laurier University, is a Chartered Accountant and a CFA charterholder.
Spencer Fleischer, President, Friedman, Fleischer & Lowe
Before co-founding FFL in 1997, Spencer Fleischer spent nineteen years with Morgan Stanley & Company as an investment banker and manager. He was a member of the worldwide Investment Banking Operating Committee and was responsible for substantial business units within the Investment Banking Division. He served as Head of Investment Banking in Asia, Head of Corporate Finance for Europe, Head of UK Corporate Finance, Head of Investment Banking in Los Angeles, and Head of Corporate Finance in San Francisco.
He is a Director of SKBHC Holdings LLC, JonesTrading Institutional Services LLC and Wilton Re Holdings Limited, and was previously a Director of Korn/Ferry International, Milestone AV Technologies, BearingPoint, Inc. and Advanced Career Technologies, Inc. He is an advisor to the Investment Committee of the William and Flora Hewlett Foundation. He is also a member of the Fellowship Campaign Executive Committee for Lincoln College, Oxford. He earned a M. Phil. in Management Studies at Oxford University, where he studied as a Rhodes Scholar. He graduated from the University of the Witwatersrand in Johannesburg with a B.A. (Hons) degree in Economics.
Tony Florence, Partner, NEA
Tony Florence joined NEA in June 2008. He is focused on a broad range of information technology investments and co-leads NEA's venture growth equity practice. Mr. Florence is a director of Care.com, Cvent, Moda Operandi, and EverFi, and is involved in a number of NEA's venture growth equity portfolio companies, including Gilt Groupe and Lot18. He led the firm's investment in Quidsi (Diapers.com), acquired by Amazon in 2010. Prior to joining NEA, he was a Managing Director at Morgan Stanley and was Head of Technology Banking in New York, and was a member of the North American Management Committee for investment banking. While at Morgan Stanley, Mr. Florence worked with a number of NEA's companies, including the IPOs for Tele Atlas, InnerWorkings, Echo Global Logistics, Neutral Tandem and SourceFire. He joined Morgan Stanley in 1992 and subsequently rejoined the firm in 1997 from business school. Mr. Florence was focused on technology investment banking for over a decade at Morgan Stanley, where he was responsible for advisory and financing transactions for a broad range of public and private technology clients. During his 14 years at Morgan Stanley, Mr. Florence advised clients on over $50 billion of strategic transactions and helped raise over $100 billion in equity and debt capital for clients. Mr. Florence received an MBA and an A.B. in Economics from Dartmouth College.
Jack Foster, Head of Real Assets, Franklin Templeton Real Asset Advisors
Jack Foster joined Franklin Templeton in 1987. For over two decades, Mr. Foster has been a global investor in private real estate funds and public real estate companies, including investments in Asia and Europe. He is a member of various advisory boards for private funds around the world, as well as an active participant in the major real estate industry organizations. Mr. Foster is a member of Franklin Templeton Real Asset Advisors' Investment Committee and a portfolio manager of Franklin Templeton's REIT funds. Before joining Franklin Templeton, Mr. Foster worked as a commercial real estate broker in New York City. His real estate career started more than 25 years ago in Maryland and Virginia, where he worked in residential housing development. Mr. Foster earned a B.A. from Columbia University.
Nat D. Fraser, CFA, Analyst, Private Equity, Strategic Investment Group
Nat D. Fraser works on the private equity subcommittee at Strategic Investment Group Ė a registered investment advisor founded in 1987 by the former senior pension investment team of the World Bank. Mr. Fraserís responsibilities include manager selection, due diligence, and monitoring the firmís private equity investments. Prior to joining Strategic, Mr. Fraser was a Client Service Associate at IXI Corporation, a financial services marketing firm based in McLean, VA, where he supported market analysis at several major national banks. He holds a B.A. in Economics from the University of Virginia. Mr. Fraser is a member of the CFA Institute and the CFA Society of Washington, D.C. He has completed the Series 3 and 65 securities examinations.
Diana Frazier, Founding Partner, FLAG Capital Management
Diana H. Frazier is Co-Founder and Managing Partner of FLAG Capital Management, a fund-of-funds for individuals, families, foundations and educational endowments investingonly in top-tier venture capital, private equity, international, and real assets funds with $4.4 billion under management. She is a Board member of the National Venture Capital Association, a Charter Member of the Business Leadership Council of Wellesley College, member of the MIT Sloan School of Management Deanís Advisory Council and recipient of the FWA 2005 Distinguished Entrepreneur Award. Ms. Frazier has also been Managing Director of Kapor Enterprises, Inc., an executive at BancBoston Ventures, becoming president in 1988, Director of NASBIC, and a Founding Advisor to the Institute for Private Investors.
B. Graeme Frazier, IV, President, Private Capital Research LLC and Partner/Co-Founder, GF Data Resources LLC
Graeme Frazier is the President of Private Capital Research LLC, a consulting firm he founded ten years ago that sources, originates, and invests in buyout and recapitalization transactions for middle-market private equity firms and corporate clients (www.pcrllc.com); and he is also an original partner in GF Data Resources LLC, a subscription-based database company that publishes quarterly reports and hosts a searchable online utility that features proprietary transaction (valuation, leverage and key deal term) data on private equity-sponsored M&A transactions with $10 to $250 million in total enterprise value (www.gfdataresources.com). Mr. Frazier is also a non-executive founder of Private Equity Co-Investment (PECO) fund group (http://www.rbprice.com/PECO.html).
Prior to PCR, Mr. Frazier was Director of Research for the Private Capital Group of Berwind Financial Group LP, (a subsidiary of the Berwind Corporation) where he was responsible for industry research and company research relating to the Private Capital activities at Berwind. Prior to Berwind, he was a founding shareholder in an investment company that specialized in acquiring underperforming middle market manufacturing companies and turnaround situations. Mr. Frazier also worked for Donaldson, Lufkin and Jenrette Securities Corporation as a regional institutional account representative.
Mr. Frazier has a B.A. in Economics from Trinity College in Hartford, CT, and an M.B.A. from Temple University (Executive Program), where he received the Deanís Certificate of Excellence and was elected to the Beta Gamma Sigma honor society.
Brian Gallagher, Partner, Twin Bridge Capital Partners
Brian Gallagher co-founded Twin Bridge Capital Partners and has extensive experience in the middle-market buyout industry. He shares responsibility for all aspects of the Firm's investment and fundraising activities. Based in Chicago, Twin Bridge Capital Partners focuses on investing in buyout funds and co-investments throughout North America, with a particular emphasis on middle-market buyouts. Twin Bridge manages over $1 billion in customized separate accounts for large, institutional investors. Mr. Gallagher serves on the Investment Committee of Twin Bridge Capital Partners.
Before co-founding Twin Bridge, Mr. Gallagher worked for UIB Capital, where he was responsible for leading private equity investments in the United States. Mr. Gallagher was also a Partner at PPM America Capital Partners, where he led investments in private equity funds and co-investments. Mr. Gallagher began his career at Arthur Andersen.
Mr. Gallagher is a board member of Renew Life and the Grosvenor Registered Multi-Strategy Master Fund. He also holds numerous board observer seats. Mr. Gallagher earned his MBA at Northwestern University and a BA in Accounting from the University of Notre Dame. He holds the Chartered Financial Analyst designation and is a Certified Public Accountant. Mr. Gallagher is a member of the CFA Institute, the AICPA and the Association for Corporate Growth.
Felicity Gates, Global Co-Head & Partner, Citi Infrastructure Investors
Felicity Gates is a Global Co-Head & Partner of Citi Infrastructure Investors (CII). CII manages Citi Infrastructure Partners, L.P. (CIP), a $3.4 billion infrastructure fund that pursues controlling investment opportunities in infrastructure assets such as mature transportation and utilities. CIP°Įs current portfolio consists of: Kelda, owner of Yorkshire Water, a regulated UK water and sewer company serving 4.7 million people; It®™nere Infraestructuras S.A., the concessionaire for five mature toll roads in Spain totalling 609 km; DP World Australia, a container terminal business serving the five key state capital cities in Australia with annual volumes of approximately 2.3 million TEU (twenty©\foot equivalent units); and YVR Airport Services Ltd., a leading global airport investment, management and development company with airports in six countries including Canada and the United Kingdom.
Since joining CII as founding Co©\Head in 2007, Ms. Gates has shared the leadership of the group, including fundraising for CIP and the acquisition and management of CIP°Įs investments. Ms. Gates has been involved in infrastructure investing and financing since the late 1980s. She began direct investing in infrastructure in 1994 when she joined NSW State Super (a large Australian pension fund) to set up their infrastructure portfolio. State Super°Įs management team subsequently became part of Deutsche Asset Management (RREEF Infrastructure). Ms. Gates managed State Super°Įs involvement in several landmark transactions in Australia, including the privatization and subsequent IPO of United Energy (electricity distributor) and the privatization of Melbourne airport. She also built the Australian based infrastructure funds management business and launched the European and North American businesses of RREEF Infrastructure.
Ms. Gates has held several directorship positions on infrastructure companies and industry bodies. She currently represents CIP on the boards of It®™nere, YVR Airport Services and DP World Australia. Ms. Gates holds a B.Sc. with First Class Honours in Mathematics from the University of Queensland in Brisbane, Australia.
Bruce Gibney, Partner, Founders Fund
Bruce Gibney is a partner at Founders Fund, with a focus on growth-stage investing. Mr. Gibney made his first venture investment in Confinity, which became PayPal, and worked with partners Peter Thiel and Ken Howery on the first outside investment in Facebook in 2004. After trading public equities and managing operations at a hedge fund, Mr. Gibney returned to private equity as a partner at Founders Fund and recently led the raise of the firmís fourth fund, its largest at $625 million. Founders Fund has been an early backer of companies including Facebook, Palantir Technologies, Spotify, SpaceX, ZocDoc, and Practice Fusion. Mr. Gibney holds a BS in STS/IE from Stanford University and a JD from the University of California, Los Angeles, where he was a managing editor of the Law Review. Bruce is also author of the firmís manifesto on venture capital, which can be found at www.foundersfund.com/the-future.
Joanna Glasner, Senior Editor, peHUB.com
Joanna Glasner is a senior writer at Reuters, where she is a regular contributor to Venture Capital Journal and peHub.com. Her areas of focus include venture capital and private equity fundraising, startup investment trends, M&A and the IPO market. Based in the San Francisco Bay Area, Ms. Glasner has been covering business and technology news for more than a decade, previously at Wired as well as numerous online and print publishers. Ms. Glasner received a master's degree in journalism from Columbia University and a bachelor's degree with a concentration in literature from New College of Florida.
David Glickman, Managing Director, Pension Consulting Alliance
Biography to come....
Jason Goldberg, Founder and CEO, Fab.com
Jason Goldberg is a serial entrepreneur who is passionate about designing products that enrich millions of peopleís lives. Prior to leading Fab.com, Mr. Goldberg founded fabulis, socialmedian (sold to XING AG), and Jobster. Mr. Goldberg also served as Chief Product Officer at XING in Hamburg, Germany in 2009. The first start-up Mr. Goldberg worked at was Bill Clintonís first presidential campaign in 1991 and 1992, which led to a 6 1⁄2 year stint working in the White House. Mr. Goldberg resides in New York City with his partner Christian and their dog Rupey, aptly named after the Indian currency as Mr. Goldberg has traveled to India more than 30 times the past 5 years to work alongside the best web development team on the planet. Mr. Goldberg holds an MBA from Stanford University and writes about entrepreneurship on his blog, http://betashop.com.
Jeffrey Goldfarb, Assistant Editor, Reuters Breakingviews
Jeffrey Goldfarb is a New York-based assistant editor with a focus on Wall Street, private equity, M&A and the media industry. Before becoming a columnist, Mr. Goldfarb wrote about banking, deals, international trade, healthcare and the Internet. From London, he oversaw Reutersí reportage on the European media sector and later ran the corporate finance team. Mr. Goldfarb joined Breakingviews in November 2007, where he helped lead the serviceís coverage of the financial crisis. Mr. Goldfarb has a masterís in journalism from Columbia University and a bachelorís degree in finance from The George Washington University.
Alastair Goldfisher, Editor In Chief, Venture Capital Journal
Alastair Goldfisher heads up Venture Capital Journal, a Thomson Reuters publication that covers the VC industry. He also contributes to peHUB.com as a blogger and as an editor. Alastair primarily reports on venture capital and startups, touching upon such topics as fundraising, investments trends, personnel moves and other news related to the VC industry.
Alastair has worked in business journalism as an editor and a reporter since 1994. In addition to writing about the venture capital community, he also has covered marketing, cleantech, transportation and the business of sports. He has been at Thomson Reuters since 2003. Before joining Thomson Reuters, he was the founding editor of California CEO and before that he was a reporter with the San Jose Business Journal. You can reach him on Twitter, as well as on Google+, Facebook, LinkedIn and numerous other social networking sites. He now has a growing interest in social media as a means to communicate and interact with readers and sources.
Bennett J. Goodman, Senior Managing Director, The Blackstone Group, Founder of GSO Capital Partners
Bennett J. Goodman is a Founder of GSO Capital Partners (ďGSOĒ), Senior Managing Director of The Blackstone Group and a Member of the Blackstone Group Management Committee.
Since joining Blackstone in 2008, Mr. Goodman focuses on the management of GSO which is Blackstoneís credit investment platform with over $47 billion of alternative assets under management (ďAUMĒ) ranging from hedge funds, mezzanine vehicles, distressed funds and other investment strategies. Before founding GSO Capital Partners in 2005, Mr. Goodman was Chairman, Founder and Managing Partner of the Alternative Capital Division of Credit Suisse overseeing $33 billion of AUM. Mr. Goodman was a member of the Executive Board and the Management Council of CSFB.
Mr. Goodman joined CSFB in November 2000 when CSFB merged with Donaldson, Lufkin & Jenrette ("DLJ") where he was Global Head of Leveraged Finance. Mr. Goodman joined DLJ in February of 1988 as the founder of the High Yield Capital Markets Group. In 1993, DLJ became the #1 global issuer of high yield bonds and Mr. Goodman's team retained that coveted market position for the next 11 consecutive years. Prior to joining DLJ, Mr. Goodman worked in the high yield business at Drexel Burnham Lambert from 1984 to 1988.
Mr. Goodman is on the Board of Directors of the Film Society of Lincoln Center, the Cancer Research Institute and the American Jewish Committee. He also serves on the investment committee of the Lafayette College endowment. Mr. Goodman received the 2004 Lifetime Achievement Award from Euromoney Magazine for his career achievements in the global capital markets. He graduated from Lafayette College and the Harvard Business School.
Jeffrey M. Goodrich, Co-Founder, High Road Capital Partners
Biography to come....
Sally Gordon, Managing Director, BlackRock
Sally Gordon currently is a Managing Director in the Risk and Quantitative Analysis Group (RQA) at BlackRock. She has responsibility for monitoring and managing commercial real estate risks across a variety of investment vehicles, in both debt and equity segments.
Outside of BlackRock, Dr. Gordon currently serves on a Real Estate Finance Advisory Council for the Federal Reserve. She is also a member of the Anglo-American Real Property Institute.
She has frequently been invited to speak or guest lecture at universities, including MIT, Cornell, and Wharton, as well as at professional conferences. She has received several awards, including the Founderís Award from the Commercial Mortgage Securities Association (CMSA), the principal trade group for the CMBS market (that group has been renamed the Commercial Real Estate Finance Council, or CREFC).
She has served on the Board of Governors of CMSA, as well as working on the Research Committee and chairing the Education Committee for that organization. In the latter role, she developed and presented a series of educational programs on CMBS (CMBS 101 and CMBS 201). She has also been on the Board of Directors for the Real Estate Research Institute (RERI), a non-profit organization committed to the integration of academic research and practical financial investment and chaired the Research Award Review Committee of that group. She has also previously served on the Board of the Commercial Real Estate Division of the Mortgage Bankers Association (COMBOG) and chaired the Research Committee for that organization.
Dr. Gordon has previously performed research on commercial real estate property and capital markets for over 20 years, including for Moodyís Investors Service, Credit Suisse First Boston, and Citicorp, focusing on commercial mortgage backed securities (CMBS) for the last several years.
Her undergraduate degree is in Anthropology, and her M.S. and Ph.D. are in International Policy Studies, all from the University of Illinois at Urbana-Champaign.
Michael D. Granoff, Chief Executive Officer, Pomona Capital
Michael D. Granoff is the Founder and Chief Executive Officer of Pomona Capital, an international private equity investment company with approximately $7 billion under management. Based in New York, London, Hong Kong, and Sydney Pomona is a leading global purchaser of secondary and primary interests in private equity funds and co-investor in buyout backed companies.
Prior to his business career, Granoff served on the staff of the U.S. House of Representatives Appropriations Subcommittee on Foreign Operations. He was a member of the 1992 Presidential Transition Team for the Department of the Treasury.
Granoff has been a Guest Lecturer at the Harvard Business School and the Wharton School of Business. He received a JD from Georgetown University and a BA from the University of Pennsylvania.
Dayna Grayson, Principal, North Bridge Venture Partners
Dayna Grayson, Principal at North Bridge Venture Partners, specializes in Digital Media.
Ms. Grayson actively invests in companies seeking to change the way the Internet is used to deliver and monetize consumer services. She has led investments in several seed investments and in growing companies such as Awareness, and Viximo, she served as the CEO during 2009.
Before joining North Bridge in 2006, Ms. Grayson led new product development efforts at Blackbaud [NASDAQ: BLKB], the leading global provider of software to nonprofit organizations. She managed products throughout their life cycle as the company grew to over $130 million in revenue and completed a successful public offering. Previously, Ms. Grayson was a consultant at Cap Gemini Ernst and Young.
Ms. Grayson is active in the start-up communities in Boston and New York, and mentors entrepreneurs through various organizations. She is also on the board of the Independent Film Festival Boston.
Dayna has a BS from the University of Virginia in Systems Engineering and an MBA from Harvard Business School.
Alexander Greene, Managing Partner, Brookfield Asset Management
Alex Greene is a Managing Partner of Brookfield Asset Management, a global alternative asset manager focused on property, renewable power and infrastructure assets with approximately $150 billion of assets under management. Mr. Greene leads Brookfieldís turnaround investing and financing activities in the United States and was a principal member of the team that led Brookfieldís investment in General Growth Properties.
Mr. Greene has more than 25 years of experience investing in and restructuring financially troubled companies. He joined Brookfield in December 2005 from The Carlyle Group, where he was co-head of the firmís financial restructuring activities. Prior to Carlyle, he was a senior restructuring partner at Gleacher Partners and Wasserstein Perella & Co., and a managing director and partner at Whitman Heffernan Rhein & Co., Inc. and its affiliate M.J. Whitman & Co. He began his career at Manufacturers Hanover Trust Company. Mr. Greene has a BBA in finance from The George Washington University.
Mr. Greene is on the Board of Directors of Longview Fibre Paper and Packaging and CWC Well Services Corp. He is on the finance committee and was formerly a member of the board of directors of the Tourette Syndrome Association; is a member of the Armonk New York Fire Department; and serves on the Budget and Finance Advisory Task Force for the Town of North Castle, New York.
Leslie E. Greis, Founder, Perennial Capital Advisors
Leslie E. Greis is the founder of Perennial Capital Advisors, LLC, a private real estate fund of funds management firm where she has oversight of the firm and its investment portfolios. She previously served as Acting Director of Investments at the Museum of Modern Art (MoMA) in New York City. In addition, she previously was a consultant with Cambridge Associates, an investment advisory firm to institutional investors, where she evaluated managers, structured portfolios and directed clients to investment opportunities across all asset classes including marketable and non-marketable alternative assets. Prior to Cambridge Associates, she held the position of Executive Vice President of publicly-held Peoples Bancorp of Worcester, Inc. (previously NASDAQ: PEBW), where she was responsible for its major operating divisions, including residential lending, deposit services, risk management and all supporting staff functions.
Ms. Greis is on the Executive Committee of the Boston Museum of Science and is Chair of its Investment Committee. Ms. Greis completed a five year gubernatorial appointment to the Commonwealth of Massachusettsí Asset Management Board which assists state agencies with the management of its real estate assets. She previously served two terms on Harvardís Advisory Committee on Shareholder Responsibility providing guidance on proxy voting and shareholder resolutions. Ms. Greis holds an A.B. in Economics from Harvard University and was awarded the Harvard Alumni Association Award for her alumni service.
Sanjay Gupta, Vice President, Adveq Management US, Inc.
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 Adveqís 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 bachelorís degree in economics from George Washington University.
Glenn A. Gurtcheff, Managing Director, Harris Williams
Glenn Gurtcheff joined Harris Williams & Co. and founded the firm's Minneapolis office in 2006. He is currently head of the firmís Consumer practice, encompassing the Food & Beverage, Restaurant & Retail, Consumer Product and Consumer Services industry segments. Mr. Gurtcheff has over 20 years of M&A and related transaction experience encompassing a wide range of industries. Prior to joining the firm, Mr. Gurtcheff was co-head of Piper Jaffray's Middle Market Mergers and Acquisitions practice, a group of investment banking professionals focused exclusively on mergers and acquisitions for a broad array of private equity and corporate clients. Prior to being named group head, Mr. Gurtcheff directed Piper Jaffray's food and beverage investment banking practice in addition to his responsibilities as a generalist M&A professional.
Mr. Gurtcheff's previous experience also includes mergers and acquisitions with Dain Rauscher Inc. (now RBC Dain Rauscher), corporate strategy at Northwest Airlines Corp., and work with Coopers & Lybrand's Valuation Services practice. Before attending business school, Mr. Gurtcheff was a product design engineer with General Motors Corp.
Mr. Gurtcheff earned an M.B.A. from the Wharton School at the University of Pennsylvania, an M.S. in Mechanical Engineering from the University of Minnesota, and a B.S. in Mechanical Engineering from the University of Notre Dame. He and his wife live in Minneapolis and have two college-aged children.
Ken Hanau, Managing Partner, 3i North America
Ken Hanau is Managing Partner of 3i North America. He has played a lead role in 3i's investment in Mold Masters, a world-leading supplier of specialty components to the plastic industry. He has also been involved in 3i's investment in Union Radio, the largest radio operator in Spain with a growing presence in the Americas, Phibro Animal Health Corporation, a global leader in animal heath & nutrition and Gain Capital, a global leader in online FX trading services.
Prior to joining 3i, Mr. Hanau held senior positions with Weiss, Peck & Greer and Halyard Capital, leading investments in the industrial, media and business services sectors. Previously Mr. Hanau worked in investment banking at Morgan Stanley and at K&H Corrugated Case Corporation, a family-owned business.
Mr. Hanau is a CPA and started his career with Coopers & Lybrand. He received his BA with honors from Amherst College and his MBA from Harvard Business School.
Joan C. Heidorn, CFA, Director, Spur Capital Partners
Joan C. Heidorn is Managing Director and Co-founder of Spur Capital Partners. Spur Capital, formed in 2001, organizes and manages venture-capital focused funds-of funds. In 1994, Ms. Heidorn began her involvement in fund-of funds where she served as COO and Principal Knightsbridge Advisers, where she was a member of the Investment Committee and other key decision-making bodies in addition to recruiting the team and developing internal systems.
Her experience in venture capital began when Ms. Heidorn was recruited to a group of venture capital backed medical device start-up companies.
After growing up in New England, Ms. Heidorn completed undergraduate and graduate studies in accounting and taxation, receiving an MA from Florida Atlantic University. She is a Certified Public Accountant and a CFA charter holder.
Ms. Heidorn resides in Oklahoma with her husband and two children. In her free time, she enjoys cooking and entertaining, fitness, reading and travel.
Leo A. Helmers, CFA, Managing Director, Carlyle Mezzanine Partners
Leo A. Helmers is a Managing Director and Head of Carlyle Mezzanine Partners. He is based in New York. Prior to joining Carlyle in August 2003, Mr. Helmers was a Senior Vice President with TCW/Crescent Mezzanine Partners and Trust Company of the West, where he was responsible for investing and managing a portfolio of mezzanine capital across three private limited partnerships. Prior to joining TCW, Mr. Helmers was a Managing Director of Hamilton Lane Advisors, Inc. Mr. Helmers has over 17 years of experience in the private debt and equity markets. Mr. Helmers is currently a member of the Board of Directors of Shariís Management Corporation, Targus Group International, Inc. and Taylor-Wharton International, Inc. and a Board Observer of Hawkeye Concrete Products Company. He also serves on the Committee on Financial Policy for Lafayette College and The Shipley School Board of Trustees. Mr. Helmers received his M.B.A. from Temple University and a B.S. from Lafayette College. He is a CFA charterholder.
Larissa Herczeg, Director, Real Assets, Morgan Creek Capital Management
Prior to joining Morgan Creek in January of 2010, Larissa Herczeg was with Franklin Templeton Real Estate Advisors, responsible for sourcing and conducting due diligence on private real estate fund investments primarily in the Americas. Prior to joining Franklin Templeton, Ms. Herczeg was employed with the Credit Suisse Customized Fund Investment Group (CFIG). While at CFIG, Ms. Herczeg was responsible for sourcing, conducting due diligence on, and monitoring the real estate portfolio of global direct and indirect real estate investments, and was also involved in relationship management and business and product development for private equity and real estate clients. Prior to joining Credit Suisse, Ms. Herczeg was an associate in the corporate finance group of the global law firm Clifford Chance US LLP from 2000 to 2005. Ms. Herczeg received a B.A. with honors in Government and Economics from the University of Notre Dame, a Master's degree with honors in International Affairs from Columbia University's School of International and Public Affairs and a Juris Doctor degree with honors from Columbia University Law School. Ms. Herczeg is a member of PREA, a co-founder of New York Women in Real Estate, a mentor for the Toigo Foundation, a member of the National Association of Securities Professionals and has served as a guest professor at the University of California-Berkeley.
Darren Herman, Managing Partner, kbs+ Ventures, Kirshenbaum Bond Senecal + Partners
Biography to come....
Kenneth A. Hersh, Co-Founder and CEO, NGP Energy Capital Management
Kenneth A. Hersh, is a Co-Founder and the Chief Executive Officer of NGP Energy Capital Management, a premier investment franchise in the natural resources industry. Mr. Hersh is responsible for directing the strategic and investment activities of the firm.
Founded in 1988, NGP manages over $9.5 billion of committed capital. Under his leadership, NGP has made over 200 investments in natural resources companies throughout North America and has achieved a 23-year gross IRR in excess of 30% making it one of the nationís top investment firms.
Mr. Hersh currently serves as a director of numerous public and private companies. He also serves on the Deanís Council of the Harvard Kennedy School and on the Advisory Councils of the Graduate School of Business at Stanford University and The Bendheim Center for Finance at Princeton University. Mr. Hersh is a member of the World Economic Forum where he has been a featured speaker at its annual meeting held in Davos, Switzerland and serves on the International Business Councilís G20 CEO Task Force on Commodities in conjunction with the International Chamber of Commerce.
Prior to co-founding NGP in 1988, Mr. Hersh was employed by the investment banking division of Morgan Stanley & Co. where he was a member of the firmís energy group specializing in oil and gas financing and merger and acquisition transactions.
Mr. Hersh is a 1985 magna cum laude graduate of Princeton University. In 1989, he received his M.B.A. from Stanford Universityís Graduate School of Business where he graduated as an Arjay Miller Scholar.
Terri Herubin, Principal, Portfolio Manager, Townsend Group
Terri Herubin joined the Townsend Group in 2009 in the Implemented Solutions group, where she leads the investment of US-based mandates on behalf of discretionary clients. Ms. Herubin has 20 years of experience in real estate law, development, acquisitions and portfolio management. She was with the New York State Teachersí Retirement System for more than 14 years, where she rose to the position of Head of Acquisitions and Portfolio Manager of the $9 billion real estate portfolio. Ms. Herubin received a B.A. in Urban Planning from the University of Illinois at Urbana-Champaign and graduated magna cum laude from Brooklyn Law School. She is licensed to practice law in New York and Washington, D.C.
Scott Higbee, Partner, Partners Group (USA) Inc.
Scott Higbee is a Partner, head of the investment solutions Americas team and head of the New York office with responsibilities in investment origination and client relations in the Americas. He is also a member of the private equity North America investment committee and has been materially involved in the firm's direct, secondary and partnership investment activities and is a primary relationship manager for several leading partnerships in the US. Prior to joining Partners Group, he worked for PricewaterhouseCoopers as senior associate in the firmís capital markets practice in New York where he served several broker/dealer and private equity clients. He holds an MBA from the Marriott School of Management at Brigham Young University.
Eric Hippeau, Partner, Lerer Ventures
Eric Hippeau is a partner at Lerer Ventures. He is the former Chief Executive Officer of The Huffington Post. He is also a Special Partner at Softbank Capital, a U.S. based venture capital firm, making investments in early stage technology and digital media companies. Softbank Capital is an early investor in the The Huffington Post and Mr. Hippeau began serving on the board in August, 2006. Prior to joining Softbank Capital, Mr. Hippeau was Chairman and CEO of Ziff-Davis. He serves on the boards of several public and private companies, including Yahoo!, Starwood Hotels, The Huffington Post, Thumbplay and Buddy Media.
Erik Hirsch, CIO, Hamilton Lane
Erik Hirsch is the Chief Investment Officer of Hamilton Lane, an independent provider of discretionary and non-discretionary private asset management services to institutional investors worldwide. At Hamilton Lane, Mr. Hirsch is responsible for managing all of the firmís investment and research activities, as well as chairing the firm's Investment Committee.
Mr. Hirsch is a frequently quoted expert on the private equity industry, both in the print and broadcast media. He also serves on the advisory boards of several leading fund managers on behalf of Hamilton Lane and its clients.
Prior to joining Hamilton Lane, Mr. Hirsch was a corporate investment banker in the Mergers & Acquisitions department of Brown Brothers Harriman & Co. He began his career as a municipal financial consultant with Public Financial Management (PFM). At PFM, Mr. Hirsch specialized in asset securitization, strategic consulting and sport stadium financings.
Mr. Hirsch currently serves on the board of Philadelphia's Mural Arts Program.
Mac Hofeditz, Partner, Probitas Partners
Robert (Mac) Hofeditz has more than twenty years of industry experience and is responsible for Probitas Partners' primary fundraising project management activities and leads its sourcing effort for new fundraising projects. Prior to joining Probitas Partners in 2001, Mr. Hofeditz was with AdvisorTech Corporation, a venture-backed financial services firm. Previously, he was an investment consultant with Strategic Investment Solutions, Inc. (ďSISĒ), a leading adviser to sophisticated institutional investors. Mr. Hofeditz earned a BA in Political Science from the University of California, Los Angeles.
Holly Holtz, Senior Director, Private Equity, High Yield and Distressed Investments, TIAA-CREF
Biography to come....
Lorne Jacobson, Managing Director, TriWest
Lorne Jacobson co-founded TriWest in 1998. From 1994 to 1998 he served as Vice President, Corporate Development and General Counsel of Burns Foods Limited. He was responsible for a variety of corporate acquisitions, divestitures and financings as part of the management team for this leading Canadian food company. Prior to Burns Foods, Mr. Jacobson was a partner in the Calgary office of the national law firm of Bennett Jones where he specialized in corporate and securities law. He serves as an officer or director of a number of public and private companies and charitable organizations.
Craig Jarchow, Managing Director, Pine Brook Partners
Craig Jarchow joined Pine Brook in September 2007 and is a member of the team responsible for managing the firm's energy investing activities. He is currently a director of Comet Ridge Resources, LLC, Phoenix Exploration Company, LP, Source Energy Partners and Stonegate Production Company, LLC.
Mr. Jarchow has over 19 years of experience in the energy business, with 13 years of experience in senior operations roles. He most recently served as a director at First Reserve Corporation, a $12 billion private equity firm that focuses on investments in energy businesses. At First Reserve, he was responsible for sourcing and structuring oil and gas transactions and monitoring various portfolio companies. Prior to joining First Reserve, Mr. Jarchow was an executive at Apache Corporation (NYSE: APA), where he served as an advisor to the president and CEO, exploration manager for the Gulf Coast and Gulf of Mexico, and director of international exploration and business development. Earlier in his career, Mr. Jarchow was employed by Amoco Corporation, an integrated major oil company.
Mr. Jarchow holds an M.S. and Ph.D. in Geophysics from Stanford University and an M.B.A. from the Sloan School of Management at MIT. He is a fellow of the Geological Society of America and serves on the Petroleum Investments Committee at the Stanford School of Earth Sciences.
Mark A. Johnson, Partner, TTV Capital
Mark A. Johnson joined TTV Capital, LLC in September 2008 as a Partner with the firm. Mark is the former Vice Chairman of CheckFree Corporation. His responsibilities included overseeing mergers and acquisitions, evaluating strategic growth opportunities for the company, developing strategic corporate relationships and supporting long term business strategies. He was also a member of the CheckFree Board of Directors. Mr. Johnson first joined CheckFree in 1982 as Vice President of Operations. He held numerous positions within the organization and was responsible for the development and launch of CheckFreeís commercial and consumer electronic funds transfer services and CheckFreeís electronic bill payment and bill presentment businesses as well as the development of key strategic alliances and marketing initiatives. In 2000, Mr. Johnson left his position as Vice Chairman of Corporate Development and Marketing to form e-RM Ventures, a private investing consultancy focused on early-stage payments-related companies. He continued to work with CheckFree executive management on strategic issues through his Board of Directors position, and returned to CheckFree as Vice Chairman in February 2003. Prior to joining CheckFree Corporation, Mr. Johnson worked for the Federal Reserve Bank and Bank One. He currently serves on a number of private companies Board of Directors, and he is a former Chairman of Venture Atlanta and on the Board of Directors of the Technology Association of Georgia where in 2007 he was the chairman. Mr. Johnson holds an undergraduate degree from Miami University and an MBA degree from the Ohio State University.
Ilaina Jonas, Correspondent, Thomson Reuters
Ilaina Jonas has been Reuters U.S. real estate correspondent since 2004. During that time, she earned a master's degree in real estate finance from New York University's Real Estate Institute, now called NYU Schack Institute of Real Estate. She joined Reuters in 1998 and covered the software industry and bankruptcy court before covering real estate. Ilaina has been a journalist for more than 20 years and has worked for several newspapers including: the Detroit Free-Press, the Albany Times, Union, the Chicago Tribune, the Meriden Record-Journal and the Peoria Journal Star. Ilaina holds a B.A. in English and Economics from the State University of New York at Albany and a M.S. in Journalism from Northwestern University's Medill School of Journalism. She has won numerous Associated Press Awards and scholarships. She also is getting to be one mean skier.
Gordon Jones, Managing Partner and President, Timbervest, LLC
Gordon Jones is a Managing Partner and the President of Timbervest. He is primarily responsible for the structuring of Timbervestís investments, strategic objective planning, management of transactions, operational matters and general legal oversight and is also directly involved in the marketing of products and the analysis of acquisitions and dispositions. During his tenure at Timbervest, Mr. Jones has structured seven commingled funds focused on timberland and environmental and ecological investing. He has also assisted with realignment of several client portfolios, formed a variety of relationships with numerous industry players and served on a number of industry committees. Mr. Jones has over 15 years of experience dealing with commercial and institutional real estate as well as the business and legal aspects of a variety of commercial and private transactions. He has been a speaker at seminars regarding a wide range of investment and financial topics and is the author of several articles in business and legal journals and publications. Mr. Jones received a Bachelor of Business Administration, with a major in Accounting, and a JD degree from the University of Georgia.
David Jones, Jr., Chairman and Managing Director, Chrysalis Ventures
David Jones, Jr. is one of the leading venture capitalists in mid-America and a well-respected voice in healthcare business and innovation. He founded Chrysalis Ventures in 1993, after realizing that the absence of resident venture capital managers in Mid-America represented an opportunity to find and partner with promising growth companies in the region. He currently focuses primarily on healthcare investing and chairs the management company and fundsí investment committees.
At Chrysalis, Mr. Jones has worked over the years with some of the most exciting growth companies in the Midwest and South, including Appriss (sold to Bain Capital), Advanced Academics (sold to Devry), Tritel (merged with Telecorp and sold to AT&T Wireless), Regent Communications (sold to Jacor Communications which was sold to Clear Channel Communications), ActaMed (merged with Healtheon and then with WebMD), Tech Republic (sold to Gartner Group) and High Speed Access Corp (IPO and later sold to Charter Communications).
In addition, Mr. Jones has served on the Board of Directors of Humana Inc. (NYSE: HUM) since 1993, serving as Vice Chairman from 1996 to 2005 and as Chairman from 2005 to 2010.
Mr. Jones brings a strong and well-rounded background in business, law and banking to his work at Chrysalis Ventures. Prior to Chrysalis, Mr. Jonesís law practice included both domestic and international work, the latter with the U.S. Department of State Legal Adviserís (general counselís) office in Washington (1988-1992). Before law school, he worked as a commercial banker for Bank of Boston in Hong Kong, New York and Boston. Mr. Jones has a BA from Yale University and a JD from Yale University Law School.
Mr. Jones is active in civic and charitable affairs on both national and local levels. Recognizing the critical role education plays in catalyzing American innovation and competitiveness, Mr. Jones chairs the board of Business Leaders for Education and serves on the Executive Committee of the Business-Higher Education Foundation. He is a member of the invitation-only Healthcare Executive Network, which collectively examines the strategies necessary to create and sustain a world-class healthcare delivery system.
In addition, Mr. Jones is a director of the Humana Foundation, Inc. and is active on the grants committee of a private foundation. He is also a Board member of the National Committee on U.S.-China Relations. Mr. Jones is a faculty member at the Venture Capital Institute and lectures frequently in Chrysalisí region on topics related to venture capital and the changing healthcare industry.
Jay Jordan, Chairman and Managing Principal, The Jordan Company
John W. ďJayĒ Jordan, II, was born and raised in Kansas City, Missouri, and attended the University of Notre Dame graduating with a Bachelors Degree in Business Administration in 1969. He then attended Columbiaís MBA program and went to Wall Street to work at Carl Marks & Co., Inc. (ďCMĒ) in 1972. In the early 1970's while at Carl Marks, Mr. Jordan became a pioneer in the private equity business. The CM acquisition activities encompassed purchasing companies for the CM partnership account. Over the course of nine years at Carl Marks, the partnership amassed a portfolio of approximately twenty-five companies doing in excess of $2.5 billion in sales volume.
In 1982, Mr. Jordan left Carl Marks to form The Jordan Company (ďTJCĒ), a private investment firm whose principal activity is acquiring companies for the partnership account. Since its formation, TJC has acquired approximately 100 platform companies and an additional 400 add on acquisitions with aggregate sales volume in excess of $10 billion. Today, the TJC portfolio numbers over twenty companies with approximately $4.5 billion in aggregate sales. Mr. Jordan currently serves as Managing Partner of The Jordan Company.
In 1988, TJC expanded its activities to include money management through its affiliate, the Mountbatten Management Corporation (ďMMCĒ). MMC owned and managed the William Penn family of mutual funds until sold to Federated Insurance in 1995. Additionally, TJC owns and manages a British-based closed-end institutional mezzanine fund with assets of approximately $600 million through its affiliate JZ Advisers, Inc.
In 2002, TJC initiated and closed The Resolute Fund, which is a $1.5 billion private equity fund, focused on acquiring U.S. domestic companies in the middle market. In December 2007 TJC closed Resolute II with $3.6 billion of capital focused as well on middle market buyouts. TJC has approximately $6.00 billion of assets under management.
Mr. Jordan is active in a number of community/philanthropic activities. He has been a Trustee of the University of Notre Dame since February 1993, and currently serves as Chairman of the Investment Committee of the Board which oversees the $6.0 billion endowment. Additionally, he serves on the Board of Directors of the Lyric Opera of Chicago and on the Board of Trustees of The Art Institute of Chicago and sits on the Executive Committee. Mr. Jordan sits on over 40 public, private and philanthropic boards.
Steve Judge, President and CEO, Private Equity Growth Capital Council
Steve Judge serves as President and CEO for the Private Equity Growth Capital Council. Before joining the Council in March 2007, Mr. Judge was Senior Vice President, Government Affairs and Head of the Washington Office for the Securities Industry Association (SIA), now the Securities Industry and Financial Markets Association (SIFMA).
Mr. Judge directed SIAís advocacy efforts for the investment banking and brokerage industry in federal, state and international government affairs. He spent 14 years as head of the Washington office. He joined SIA in 1991 as vice president and lobbyist.
Mr. Judge also served as a member of several Congressional committee staffs. From 1987 to 1991 he was Deputy Staff Director of the Committee on Banking, Finance and Urban Affairs of the U.S. House of Representatives.
Mr. Judge came to Washington D.C. in 1978 with Congressman Bruce Vento (DFL-MN), eventually becoming the Congressmanís Legislative Director. He began his legislative career in the Minnesota State Legislature as Staff Assistant with the Senate Committee on Education. Mr. Judge holds a Bachelor of Science degree in government from St. Johnís University in Minnesota.
Ronald Kahn, Managing Director, Lincoln International LLC
Ronald Kahn is co-head of Lincoln Internationalís Debt Advisory
Group, where he leads capital
raising and financial advisory
deal teams and manages key
client relationships. Mr. Kahnís
primary area of expertise is
advising corporate and private
equity clients on the structuring
and arranging of financing for
acquisitions, leveraged buyouts,
refinancings and dividend
recapitalization. He maintains
strong relationships with a wide
network of financing sources,
enabling him to provide issuers
with financing solutions tailored
to their specific needs. Mr. Kahn also
co-heads Lincoln Internationalís
Valuations and Opinions Group
where he is active in providing
valuations and fairness opinions
to a variety of clients including
corporations (BDCs), hedge
funds and insurance companies.
Throughout his career, Mr. Kahn has worked with manufacturing, distribution and service companies in a variety of industries. Mr. Kahn currently serves on the Board of Directors of The Parksite Group and Osterman & Company. Mr. Kahnís expertise in junior capital has been nationally recognized and, for the past eighteen years, he has chaired the leading national conference on mezzanine finance. In addition, he is a regular contributor to PE Hub, has authored numerous articles and frequently speaks about raising junior capital.
Prior to joining Lincoln International, Mr. Kahn spent over fifteen years executing corporate finance transactions at Duff & Phelps and Mesirow Financial. Prior to entering the investment banking field, Mr. Kahn was the Chief Financial Officer of several public companies including Farm House Foods. He started his career in public accounting as an auditor for KPMG LLP. Mr. Kahn earned a Bachelor of Arts degree at the University of Cincinnati.
Sonny Kalsi, Founder and Partner, GreenOak Real Estate Advisors
Sonny Kalsi is Founder and Partner of GreenOak Real Estate. Sonny was, until early 2009, the Global Head of Morgan Stanley Real Estate Investing (MSREI) and President of the Morgan Stanley Real Estate Funds (MSREF). Prior to that, he was the Global Co-Head of MSREI. At its peak, MSREI had approximately $100Bn of AUM in 33 countries and 25 offices around the world with over 800 full time staff. The largest concentrations of asset holdings were in the US, UK, Germany, Japan and China. Prior to managing MSREI globally, Sonny helped to build its Asian business, spending nine years in Hong Kong and Tokyo. During his tenure, the team grew to over 300 professionals, with an operation that included Japan, China, India, South Korea, Australia and a number of other countries.
Kevin Kester, Managing Director, Siguler Guff
Kevin Kester is a Managing Director at Siguler Guff. Mr. Kester is a senior member of Siguler Guff's investment staff and oversees the Firm's Small Buyout Opportunities Funds, where he has responsibility for designing and implementing fund strategy, screening and selecting investment managers, negotiating terms and conditions, identifying and executing direct investments and co-investments, and monitoring investment portfolios. He has over 14 years of experience investing and managing institutional portfolios in alternative investments.
Previously, Mr. Kester spent eight years in the investment division of Colorado Public Employees' Retirement Association (Colorado PERA), a $30 billion public pension fund. Mr. Kester held various positions at Colorado PERA, including Director of Alternative Investments where he had overall management responsibility for a $4.5 billion global portfolio of private equity, venture capital, distressed debt, mezzanine, energy and timber investments. During his tenure at Colorado PERA, Kevin served as a founding member of the Board of the Institutional Limited Partners Association (ILPA), an industry leading group established to bring greater standards of transparency and integrity to the private equity marketplace.
Mr. Kester holds a B.A. in Government from Hamilton College and an M.B.A. in Finance from the University of Colorado at Boulder.
Michael Kim, Managing Partner, Cendana Capital
Michael Kim is the founder and Managing Partner of Cendana Capital, a next generation fund-of-funds investing in private equity. Mr. Kim is a member of the LP Advisory Boards of IA Ventures, PivotNorth Capital and Freestyle Capital. Prior to the founding of Cendana Capital, Mr. Kim was one of the original partners of Rustic Canyon Partners, a venture capital firm with approximately $1 billion under management. Mr. Kim currently serves as a Senior Advisor to Rustic Canyon.
In March 2004, Mr. Kim was appointed by the Mayor of San Francisco to a 5 year term as a Trustee of the San Francisco Employee Retirement System, a $15 billion pension fund, and served as the President of the board and the Chairman of the Investment Committee.
Formerly an investment banker, Mr. Kim was with Morgan Stanley's Technology Mergers and Acquisitions Group in Menlo Park. Mr. Kim was directly involved with 27 announced transactions worth over $77 billion for such clients as Hewlett-Packard, Ciena, Seagate, Bay Networks, Netscape and Texas Instruments. Prior to Morgan Stanley, Mr. Kim was an associate at The Chase Manhattan Bank in NYC and also worked at IBM.
He is an honors graduate of Cornell University, where he presently serves on the Cornell Council, has an MS from the School of Foreign Service of Georgetown University, and an MBA from the Wharton School of Business.
Mr. Kim formerly served on the boards of Lead21, an organization that enables entrepreneurs to advocate free market public policy, and the Pacific Research Institute, a San Francisco-based think tank that champions freedom, opportunity, and personal responsibility for all individuals by advancing free market policy solutions. He is a Trustee of the Asian Art Museum Foundation, where he serves on the Investment Committee, and the former Chairman of the Advisory Board of the Symphonix League of the San Francisco Symphony.
Steven B. Klinsky, Managing Director, Founder & Chief Executive Officer, New Mountain Capital
Steve Klinsky, is the founder and chief executive officer of New Mountain Capital, LLC., a firm formed in January 2000 to achieve long-term capital appreciation through private equity and equity related investments. New Mountain currently manages over $9.0 billion of private equity, public equity and debt fund commitments, with a strategy that emphasizes intensive fundamental research, proactive pursuit of the most attractive ďdefensive growthĒ sectors, and a proven ability to add value and build businesses post-investment. New Mountain was voted ďNorth American Midmarket Buyout Firm of the YearĒ in 2004 and 2007 according to Private Equity International, and one of five finalist for ďBuyout Firm of the YearĒ in 2007, 2008 and 2009 according to Buyouts Magazine.
Prior to founding New Mountain, Mr. Klinsky was co-founder of Goldman Sachs & Co.ís Leveraged Buyout Group (1981-1984) and he was a partner of Forstmann Little & Co. from 1984 until leaving to found New Mountain in June 1999.
Steve Klinsky was raised in Michigan, and earned his B.A. with high honors from the University of Michigan in 1976, his MBA from Harvard Business School (class of 1979) and his J.D., with honors, from Harvard Law School (class of 1981). He has served as chairman or director of numerous public and private companies and is active in a range of charitable and educational causes. He is married with four children and lives in New York City.
Stewart A. Kohl, Co-CEO, The Riverside Company
Stewart A. Kohl is Co-Chief Executive Officer of The Riverside Company, a private equity firm founded in 1988 to invest in premier companies at the smaller end of the middle market. Throughout its history, Riverside has maintained a core philosophy of investing in smaller market-leading companies, enabling it to acquire more than 275 companies and to build more than $3 billion of capital under management in North America, Europe and the Asia-Pacific region. The firm has generated consistently superior returns for its investors, which include leading pension funds, endowments, funds-of-funds, insurance companies and banks.
Under the guidance of Mr. Kohl and Co-CEO Bťla Szigethy, Riverside has grown to employ more than 200 people in 20 offices: The co-headquarters in Cleveland and New York; Atlanta, Chicago, Dallas, Los Angeles and San Francisco in North America; Brussels, Budapest, London, Luxembourg, Madrid, Munich, Prague, Stockholm and Warsaw in Europe; Hong Kong, Melbourne, Seoul and Tokyo in the Asia-Pacific region.
Mr. Kohl joined Riverside in 1993. Prior to that, he was a vice president of Citicorp Venture Capital, Ltd., the private equity arm of Citibank.
In addition to his work with Riverside, Mr. Kohl serves on the following boards of directors: Oberlin College, the Museum of Contemporary Art Cleveland, the Rock and Roll Hall of Fame and Museum, and the Cleveland Clinic Wellness Institute Leadership Board. Mr. Kohl was inducted into the Ohio Foundation of Independent Colleges Hall of Excellence in 2009. He previously served as Co-Chair of the Building for Hope Capital Campaign of the Center for Families and Children. For the past 13 years, he has been a ďHeavy HitterĒ participant in the Pan-Mass Challenge bicycle fundraiser for the Jimmy Fund of the Dana-Farber Cancer Institute.
Mr. Kohl holds a BA from Oberlin College (1977) and resides in Shaker Heights, Ohio with his wife, Donna, where they enjoy spending time with their daughter and three grandchildren.
Alan Kosan, Senior Vice President, Segal Rogerscasey
Alan Kosan leads the Investment Manager Research Group, responsible for fundamental/quantitative manager research across all asset classes. Prior to his present position, Mr. Kosan headed the Alternatives Investment Research Group, which included private equity, hedge funds, real estate, infrastructure and natural resources. Mr. Kosan is a member of the Fiduciary Investment Review Committee, which provides oversight for firmís fully discretionary account relationships. Prior to joining Rogerscasey in 2005, Mr. Kosan was Director, Consultant Relations and Institutional Marketing for Henderson Global Investors North America, a multi-asset class investment manager. Some of his responsibilities at Henderson included serving as the North American product specialist for the firm's Global Private Equity Fund of Funds and International Hedge Fund products, and as the Director of a diversified, open-end comingled real estate fund. Before Henderson, Mr. Kosan was the head of the Alternative Investment portfolios at both the Philip Morris and United Technologies Corporation pension funds. Earlier in his career, Mr. Kosan served in a variety of management positions with both corporate and private investment offices. Mr. Kosan has also served on a number of private equity and real estate fund Advisory Boards.
Mr. Kosan graduated with a B.A., summa cum laude with distinction, from Boston University's College of Liberal Arts and a Juris Doctor degree from Emory University School of Law. He is a NASD licensed Series 7 and 63 Registered Representative. Alan currently sits on the United Way of the Capitol (CT) Region and Connecticut Public Broadcasting, Inc. (CPTV) Endowment Investment Committees.
Segal Rogerscasey is a global investment solutions consulting firm serving more than 325 clients with nearly $400 billion in total assets under advisement. The firm has been in operation for more than 40 years and is one of the largest U.S.-based investment consultants. Clients include corporations, non-profit organizations, endowments, foundations, state and local governments and joint boards of trustees administering benefits plans under the Taft-Hartley Act. Through Rogerscasey, a Division of Segal Advisors, the firm provides financial intermediary clients with investment solutions. The firm provides services in Canada via Rogerscasey Canada, a Segal Advisors company.
Henry Kravis, Co-Chairman and Co-Chief Executive Officer, KKR
Henry Kravis co-founded KKR in 1976 and is Co-Chairman and Co-Chief Executive Officer. He is actively involved in managing the Firm and serves on each of the regional Private Equity Investment and Portfolio Management Committees. Mr. Kravis currently serves on the board of First Data Corporation and China International Capital Corporation Limited. He also serves as a director, chairman emeritus or trustee of several cultural, professional, and educational institutions, including The Business Council, Claremont McKenna College, Columbia Business School, the Council on Foreign Relations, Mount Sinai Hospital, the New York City Investment Fund, Partnership for New York City, Rockefeller University, and Tsinghua University School of Economics and Management. He earned a B.A. from Claremont McKenna College in 1967 and an M.B.A. from the Columbia Business School in 1969. Mr. Kravis has more than four decades of experience financing, analyzing, and investing in public and private companies, as well as serving on the boards of a number of KKR portfolio companies.
Michael Kuczborski, Partner, BDO
Biography to come....
Scott Kupor, Partner and COO, Andreessen Horowitz
Scott Kupor is a Managing Partner at Andreessen Horowitz. He drives business development efforts, including new deal flow, and helps portfolio companies accelerate growth.
Prior to Andreessen Horowitz, Mr. Kupor was Vice President and General Manager, SaaS and Software Support, at HP Software. He turned around HP Softwareís $1.5 billion support business to improve customer satisfaction by 20 percentage points while improving margins to more than 90%. He was also Senior Vice President, Customer Solutions, at Opsware (formerly Loudcloud), where he led all facets of customer interaction, including professional services, technical pre-sales and customer support. Mr. Kupor provided a mix of expertise in operations, financial management and strategic partnerships.
He also served as Vice President, Finance and Corporate Development, at Opsware (formerly Loudcloud), managing the company through private and public stock offerings and developing its Asia Pacific operations through strategic partnerships with NEC, NTT and Samsung. In addition, Mr. Kupor managed the execution of Tangram, Rendition, Creekpath and iConclude acquisitions. He also represented software companies in both financing and M&A transactions at Credit Suisse First Boston and Lehman Brothers.
Mr. Kupor earned a J.D. from the Stanford University Law School and an B.A. in Economics from Stanford University.
Andrew Kwee, Managing Director, LGT Capital Partners (USA) Inc.
Biography to come....
David I. Landau, Vice President - Alternative Investments, YMCA Retirement Fund
David Landau is a Vice President Ė Alternative Investments of the YMCA Retirement Fund, where he is primarily responsible for the fundís Private Equity investments portfolio. He has extensive experience with buyout, venture capital, growth equity, distressed and secondary private equity partnerships, both domestically and internationally. He also serves on several Advisory Committees. He is based in New York and joined the YMCA Retirement Fund in October 2001.
Prior to joining YMCA, Mr. Landau spent two years managing the private equity partnership portfolio of Lucent Technologiesí pension fund in Murray Hill, New Jersey and served on several Advisory Committees.
Before joining Lucent, Mr. Landau spent 13 years at Equitable Capital Management Corporation, where he had extensive direct corporate finance experience and responsibilities. While at Equitable Capital, he led deals ranging from early stage venture capital to large size, leveraged buyouts of mature companies.
Mr. Landau received his Bachelor of Business Science (Honors) degree from the University of Cape Town and an MBA from Northwestern Universityís J. L. Kellogg Graduate School of Management.
Janna Laudato, CFA, Managing Director, Hauser Capital Markets
Janna Laudato, CFA is a Managing Director at Hauser Capital Markets. She has 11 years of private equity investment experience in a wide range of strategies including venture, buyout, mezzanine, and distressed. Hauser focuses on US lower and middle market buyout funds raising between $100 million and $500 million. Ms. Laudato formulated Hauserís investment strategy and leads sourcing, due diligence, and investment decisions. Previously, Ms. Laudato managed a portfolio of private equity funds with more than $2 billion in Small Business Administration commitments. She also has 14 years of international consulting and marketing experience, most recently for Booz Allen, in emerging markets. Ms. Laudato is active in several LP groups. As a member of ILPA from 2003 to 2007, she led and participated in research projects on Targeted Investment Programs and Tracking of Capital Accounts. She is currently a member of the Baltimore Limited Partner Association (BALPA) and the Ohio Roundtable. As a former Board Member and Member of the CFA Society of Washington, DC, she organizes programs related to private equity.
Chris Lawrence, Managing Director, Auda Alternative Investments
Chris Lawrence joined Auda in 2008 with responsibility for secondary investing. Mr. Lawrence focuses on the entire spectrum of secondary investment activities and is a member of Audaís management team. He has 18 years of financial services and private equity related work experience, including as an intermediary, direct investor, and in various executive roles at underlying portfolio companies. Most recently, Mr. Lawrence was an operating principal for a portfolio of angel-backed companies in the healthcare, software/services, and manufacturing sectors. Prior to that, Mr. Lawrence served as COO and CFO for Elematics, Inc., a Warburg Pincus portfolio company. Previously, he was Senior Vice President and deal leader for a venture capital affiliate of GSC Partners. Mr. Lawrence began his financial services career at Arthur Andersen as a Manager in the Corporate Finance Services division providing advisory services to public and privately held clients. Mr. Lawrence earned an MBA from Columbia Business School and a BBA in Accounting from Southern Methodist University.
Richard F. Lawson, Jr., Co-Founder & Managing Director, Huntsman Gay Global Capital
Richard F. Lawson, Jr. is a Managing Director and Co-founder of Huntsman Gay Global Capital. He is also a member of Huntsman Gay's Policy and Investment Committee.
Prior to the inception of Huntsman Gay, Mr. Lawson was a co-founder, Managing Director and member of the original four-person board of directors of the general partner of Sorenson Capital Partners, L.P., a private equity fund which focused on middle market leveraged buyouts in the Western United States. While at Sorenson Capital, Mr. Lawson was involved in all phases of the firm's development since its founding and had responsibility for originating, structuring and managing investments across a number of industries in middle market companies.
Mr. Lawson completed his remaining Sorenson Capital board obligations in 2010 as a result of the sale of Provo Craft to the private equity arm of Bank of America Corporation (BAML Capital Partners) and the previous sale of both Vitron Manufacturing and Atlas Aerospace to Graham Partners as well as Amp Resources' cross-border sale to Italy's largest power company Enel SpA.
Mr. Lawson also serves as a director on the boards of Wasatch Adaptive Sports as well as the Forever Young Foundation, an organization that is a primary benefactor of a portion of Huntsman Gay's carried interest proceeds used to support extensive philanthropic work in children's causes around the world. Prior to co-founding Sorenson Capital, Mr. Lawson served as President and Chief Executive Officer of Found, Inc., a Bain Capital portfolio company that provided inventory management solutions to major retailers and manufacturers. Mr. Lawson began his investment career in the Investment Banking Division of Morgan Stanley and worked in the New York and Tokyo, Japan offices as a member of the Corporate Finance and Mergers, Acquisitions & Restructuring Departments. Mr. Lawson received an M.B.A. from Harvard Business School and a B.A. in Interdisciplinary Studies from Amherst College.
Marc Leder, Co-CEO, Sun Capital Partners
Marc J. Leder is the Co-CEO of Sun Capital Partners, a leading global private investment firm he co-founded in 1995 with his partner Rodger Krouse. Sun Capital focuses on leveraged buyouts, equity, debt and other investments and targets underperforming companies, turnarounds and special situations, primarily involving small to mid-sized companies across a variety of industries. Sun Capital affiliates have invested in and managed more than 285 companies worldwide since the firmís inception, with combined sales in excess of $45 billion and more than 200,000 employees. Sun Capital supports its portfolio companies through an operations-intensive, hands-on approach which is backed by an exceptionally high ratio of in-house operating professionals to portfolio companies. The firm has approximately $8 billion of equity capital under management.
Mr. Leder has more than 25 years of hands-on experience in leveraged buyouts, investment banking, and business operations. Working from Sun CapitalĎs Boca Raton headquarters, Mr. Leder co-directs all of the firmís global investment activities, approves all capital commitments, and oversees the firmís operations jointly with Rodger Krouse.
Prior to co-founding Sun Capital Partners, Mr. Leder was a Senior Vice President at Lehman Brothers in New York. He received a Bachelor of Science degree in Economics from the Wharton School of the University of Pennsylvania and serves as a member of the University of Pennsylvania Huntsman Program Advisory Board. Mr. Leder is also a co-owner and serves on the Board of the Philadelphia 76ers basketball team, and on the Board of the Museum Berggruen in Berlin.
Warren Lee, General Partner, Canaan Partners
Warren Lee is a leading digital media and Internet investor. A recognized thought leader on the future of online advertising and the rapid evolution of the media landscape, Mr. Lee joined Canaan Partnersí East Coast office in 2005 and manages its New York City office. Mr. Lee led Canaanís investments in Associated Content, the Webís leading open content publishing platform; blip.tv, the best place to discover the best in original Web series; Peer39, the leading online semantic advertising company; Tremor Video, the worldís largest online video technology and media company; and Vivox, the leading provider of voice services for online games and virtual worlds. Mr. Lee is also the creator and host of Startup@Work Founders Speakers Series, an ongoing event series in which he interviews successful entrepreneurs and angel investors from across the country. He also co-organizes the NYC Turing Fellows Program, which matches outstanding computer science and engineering students from across the U.S. and Canada to paid summer internships with leading technology startups in NYC. Mr. Lee previously worked at Comcast Interactive Capital, where he led their investments in several leading technology startups, including Arbor Networks (acquired by Tektronix for $220 million), Arroyo Video Solutions (acquired by Cisco for $92 million), Broadbus Technologies (acquired by Motorola for $186 million), CommunityConnect (acquired by Radio One), Counterpane Internet Security (acquired by British Telecom for $70 million), ReefEdge (acquired by Symantec), and Tripwire (acquired by Bravo Thomson for $180 million). Before joining the venture industry, Mr. Lee worked as an engineer and project manager at Solectron Corp., a business development director at Sun Microsystems, a management consultant at The Boston Consulting Group, and an investment banker in Alex Brownís technology group. Mr. Lee holds a BS in computer science and BA in economics with honors from Stanford University and an MBA from The Wharton School. He currently sits on the boards of blip.tv, Peer39, Tremor Video, and Vivox.
Ken Lehman, Managing Director, Kendall Investments
Biography to come....
Eduard Lemle, Vice President, Swiss Re
Eduard Lemle oversees the private equity fund investment activities in the Americas at Swiss Re. Prior to joining Swiss Re, he was an Investment Manager with Allianz Capital Partners in New York and Munich. Mr. Lemle holds an MBA degree from The Wharton School, University of Pennsylvania. Through its global fund investment platform Swiss Re Private Equity Partners, Swiss Re manages a portfolio of roughly USD 7.5 billion of commitments to private markets funds.
Josh Lerner, Jacob H. Schiff Professor of Investment Banking, Harvard Business School
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 Researchís 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, ďVenture Capital and Private EquityĒ 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 governmentís 2010 Global Entrepreneurship Research Award.
Christopher J. Leslie, Senior Managing Director, Chief Executive Officer, Macquarie Infrastructure Partners Inc.
Chris Leslie is a Senior Managing Director with the Macquarie Group in New York and has been with Macquarie for 19 years. He is the Chief Executive Officer of Macquarie Infrastructure Partners I & II, unlisted funds which have $5.5 billion invested or committed to invest in US and Canadian infrastructure projects. Mr. Leslie moved to New York in 1999 to expand Macquarieís infrastructure advisory business in the United States and has been particularly active in the utilities and telecommunications infrastructure sectors including the acquisition of Global Tower Partners, the largest private cell tower owner in the United States in 2007 ($1.5 billion) and the $7bn take-private of Puget Energy in 2009. Mr. Leslie also has direct experience in the development and/or acquisition of gas pipelines, gas distribution systems, toll roads, airports, heliports, fixed base operations, water and wastewater systems, airport car parks and power generation assets.
Mr. Leslie holds a Bachelor of Commerce with Honors from the University of Melbourne and is a member of the Institute of Chartered Accountants in Australia.
Peter A. Lewis, Senior Consultant, Towers Watson
Peter Lewis leads Americas real estate research for Towers Watson and is also involved in real estate securities, infrastructure, distress, and other alternative investments. He previously had responsibility for Liberty Mutualís $2.5 billion real estate investment portfolio, a global strategy that included commingled funds, direct investments, joint ventures, co-investments, and senior commercial mortgage participations. Prior to Liberty Mutual, Mr. Lewis built and managed a real estate and real asset investment portfolio for the MIT Investment Management Company and MITís pension plan. He has previous experience in real estate development, asset management, and financing, involving multifamily, office, retail, hospitality, and mixed-use properties, working for real estate companies in Boston and New York. As an independent consultant, Mr. Lewis has advised managers and investors on real estate and real asset investments and allocations. He earned an MBA in Finance from New York University and has degrees in Architecture from Harvard University and Illinois Institute of Technology. Mr. Lewis is a member of the Urban Land Institute and the Pension Real Estate Association.
Marc Lipschultz, Global Head of Energy and Infrastructure, KKR
Marc Lipschultz joined KKR in 1995 and is the Global Head of KKR's Energy and Infrastructure business. Mr. Lipschultz currently serves as a member of KKR's Infrastructure Investment Committee and the Oil & Gas Investment Committee. He has played a leading role in many investments including DPL, International Transmission Company, Texas Genco, Energy Future Holdings, East Resources, Hilcorp Resources, El Paso Midstream and Colonial Pipeline. Mr. Lipschultz is on the board of directors of Energy Future Holdings. Prior to joining KKR, Mr. Lipschultz was with Goldman, Sachs & Co., where he was involved in a broad array of mergers and acquisitions as well as the firm's principal investment activities. He received an A.B. with honors and distinction, Phi Beta Kappa, from Stanford University and an M.B.A. with high distinction, Baker Scholar, from Harvard Business School. Mr. Lipschultz is actively involved in a variety of non-profit organizations, serving as a trustee or board member of the American Enterprise Institute for Public Policy Research, Bard College, Center for Curatorial Studies, Michael J. Fox Foundation, Mount Sinai Medical Center, and the 92nd Street Y.
David Lobel, Founder & Managing Partner, Sentinel Capital Partners
David Lobel is the founder of Sentinel Capital Partners and its Managing Partner. Before establishing Sentinel, Mr. Lobel spent 15 years at First Century Partners, Smith Barney's middle market private equity and venture capital affiliate, where he served as a general partner. He also was a Managing Director of Smith Barney. Before joining Smith Barney, Mr. Lobel was a consultant at Bain & Company. Mr. Lobel received an MBA and an MS with distinction from Stanford University. He currently serves on the Management Board of the Stanford Graduate School of Business and also served in the South African Navy.
Marcel Lubben, Managing Director of DSM Venturing, DSM Innovation Center
Marcel Lubben is Managing Director of DSM Venturing. He has worked in various leadership positions in Business Development, Marketing & Sales, Venture Capital and Licensing. He has a passion for creating and capturing value. Marcel has led high-performing teams in both commercial (2000-now) as well as R&D / technical environments (1994-2000). His fields of activity include Pharma / Biotech, Chemicals & Materials, Nutrition.
Linda Lynch, Managing Director, Fisher Lynch
Linda Lynch is a co-founder and Managing Director of Fisher Lynch Capital, an independent private equity firm specializing in venture capital and buyout investing. Fisher Lynch Capital manages $2 billion in private equity assets, and invests on behalf of numerous endowments and foundations, as well as other institutional investors.
Prior to founding Fisher Lynch Capital, Ms. Lynch was Director of Private Equity and Vice President of Lucent Asset Management, created to manage the pension assets of Lucent Technologies, Inc. Ms. Lynch established and led the multi-billion dollar private equity program, and helped lead the asset management organization.
Before joining Lucent, Ms. Lynch was a Managing Director of Cambridge Associates, an investment consulting and research firm. Ms. Lynchís clients included a wide range of institutional investors, for whom she provided alternative assets consulting, as well as broader advisory services. Ms. Lynchís prior experience included finance and economic development posts for the City of New York.
Ms. Lynch earned her M.B.A. at the Stanford Graduate School of Business and her B.A. in English at Yale University.
She currently serves on advisory boards for the Inner City Scholarship Fund, the Catholic Schools Foundation, Stand For Children, the Charles Snowden Program for Excellence in Journalism, and Noble and Greenough School.
Tom Lynch, Managing Director, Cliffwater LLC
Biography to come....
Louis E. Marinaccio, Managing Director, North Castle Partners
Louis E. (ďLouĒ) Marinaccio is a Managing Director with 20 years of experience investing in, advising, and operating Consumer and middle-market companies, including 13 years at North Castle. Mr. Marinaccio has led over a dozen food & beverage brand investments, including Naked Juice, Atkins Nutritionals, Bora-Bora Organic Foods, Saratoga Spring Water, and FlatOut Flatbreads. He was integral to prior portfolio company Naked Juice where he served as Chief Operating Officer and member of the senior management team responsible for dramatically improving performance, culminating in a sale to PepsiCo. He also leads North Castleís beauty and personal care investments, and sits on the Boards of gloProfesional and Mineral Fusion. Mr. Marinaccio served as interim CEO of prior portfolio company Doctors Dermatological Formula, delivering sales and earnings growth leading to a sale to Procter & Gamble.
Prior to North Castle, Mr. Marinaccio worked at McKinsey & Company, advising consumer, life sciences, retail, and healthcare clients on strategy, business development, and operational improvement issues. He began his career in middle market corporate finance at ABN-AMRO. He received a B.B.A. with Distinction in Finance from the University of Michigan and an M.B.A. from Harvard Business School.
Jonathan Marino, Editor, peHUB.com
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.
Joseph Marks, CFA, Managing Director and Co-head of Secondaries, Capital Dynamics
Joseph is a Managing Director and Co-head of Secondaries in Investment Management at Capital Dynamics. He has 13 years of experience in private equity. Prior to joining us, Joseph was a principal at Coller Capital in New York where he was responsible for the origination, evaluation, and execution of secondary portfolio transactions. He holds a Bachelor's degree in Economics (Honors) from Stanford University, and an MBA and a Juris Doctor in Law from the University of California, Los Angeles. Joseph also holds the professional designation of Chartered Financial Analyst (CFA).
Mario V. Maselli, Director - Energy & Infrastructure, TIAA-CREF
Biography to come....
Roger C. Matthews, Jr., Managing Director, Goldman Sachs
Roger C. Matthews, Jr. is a senior relationship banker in the Consumer Retail Group, where he is responsible for covering many of the firmís largest corporate relationships with consumer, retail and restaurant companies. He joined Goldman Sachs as a summer associate in 1995 while at Harvard Business School and returned as a full-time associate in 1996 in the Corporate Finance department. From 1997 to 1998, Roger worked in the firmís London office. In 2000, he became vice president and later joined the Consumer Retail Group. Roger oversees the groupís mentoring committee and is the firmwide captain for recruiting at the University of Virginia. He was named managing director in 2005.
Prior to joining the firm, Roger worked as an analyst and later as an associate at JP Morgan.
Roger earned a BS in Finance with a minor in Japanese from the University of Virginia in 1991. He earned an MBA from the Harvard Business School in 1996.
James Mawson, Founder and Editor, Global Corporate Venturing
Biography to come....
James McCandless, Managing Director, Head of Global Real Estate, Farmland, UBS AgriVest LLC
Jim McCandless specializes in agricultural real estate investment management for institutional investors. Mr. McCandless was one of the six founders of AgriVest, the firmís predecessor organization, in 1983. Prior to that, he spent four years as the Chief Investment Officer of an agricultural investment company in the Midwest.
From 1973 to 1979, Mr. McCandless was an Agricultural Investment Officer with Connecticut Mutual Life Insurance Company. He was a Commercial Agricultural Loan Officer with Bank of America in California from 1968 to 1973. Mr. McCandless has 43 years of investment industry experience.
Mr. McCandless is a member of the American Society of Farm Managers and Rural Appraisers, the Pension Real Estate Association (PREA) and the National Council of Real Estate Investment Fiduciaries (NCREIF). He earned a B.S. degree from Oklahoma State University (US).
Kenneth B. Mehlman, Managing Director and Head of Global Public Affairs, KKR
Ken Mehlman joined KKR in 2008 and is Global Head of Public Affairs. Prior to joining KKR, Mr. Mehlman was a partner at Akin Gump Strauss Hauer & Feld with a bi-partisan practice in legislative and regulatory counseling. He previously served in high-level positions on Capitol Hill and at the White House, including serving as Chairman of the Republican National Committee and Campaign Manager of President Bush's successful re-election campaign. Mr. Mehlman graduated with a B.A. from Franklin & Marshall College and holds a J.D. from Harvard Law School. Mr. Mehlman is a trustee of the United States Holocaust Memorial Museum and Franklin & Marshall College, a member of the Council on Foreign Relations and the American Enterprise Institute's National Council, and is a member of the boards of directors at the American Foundation for Equal Rights and the IDEAL School of Manhattan, and a member on the Senior Advisory Committee of the Harvard University Institute of Politics.
Richard (Rick) Miller, Partner, Managing Director, Regiment Capital Advisors, Inc.
Richard T. Miller is a Partner at Regiment Capital Advisors. He is in charge of the firmís
direct lending effort. Regimentís direct lending business has raised over $3.5 billion of capital
since its inception and is currently investing its fifth fund. Mr. Miller has over 20 years of experience
in the capital markets and before joining Regiment was ranked on the Institutional Investor ďAll
American High Yield Research TeamĒ for six consecutive years, focusing primarily on the high
yield metals and mining sectors. Prior to his involvement in high yield research, Mr. Miller was at
Chase Manhattan Bank in the Mergers & Acquisitions Group. He then moved on to become a
Managing Director with the High Yield Group. Subsequently, he became the head of High Yield
Research at BankBoston Securities. In 1999, Mr. Miller joined UBS as a Managing Director and
head of the Global High Yield Research Group.
Mr. Miller received his undergraduate degree from Syracuse University and his MBA from the University of Rochester.
David B. Miller, Managing Partner and Co-Founder, EnCap Investments
David B. Miller is a Managing Partner and co-founder of EnCap Investments L.P. From 1988 to 1996, Mr. Miller served as President of PMC Reserve Acquisition Company, a partnership jointly-owned by EnCap and Pitts Energy Group. Prior to the establishment of EnCap, he served as Co-Chief Executive Officer of MAZE Exploration Inc., a Denver-based oil and gas company he co-founded in 1981. Mr. Miller began his professional career with Republic National Bank of Dallas, ultimately serving as Vice President and Manager of the bankís wholly-owned subsidiary, Republic Energy Finance Corporation.
Mr. Miller currently serves on the board of directors of several EnCap portfolio companies, including Cordillera Energy Partners III, Eagle Oil & Gas Partners, Cornerstone Natural Resources, Talon Oil & Gas and Unconventional Resources.
In 2004, Mr. Miller was appointed to the National Petroleum Council, an advisory body to the Secretary of Energy, and he is a member of the Board of Advisors of the Maguire Energy Institute. Additionally, he is a member of the Independent Petroleum Association of America, the Texas Independent Producers and Royalty Owners Association, the Western Energy Alliance and the Dallas Wildcat Committee.
Mr. Miller is a graduate of Southern Methodist University, having received Bachelors and Masters Degrees in Business Administration in 1972 and 1973, respectively. He serves on the Board of Trustees at SMU and also is a member of the Executive Board of the Edwin L. Cox School of Business. Mr. Miller is a recipient of the Distinguished Alumnus Awards from both Southern Methodist University and the Cox School.
Todd Milligan, Director, Private Advisors
Todd A. Milligan is responsible for private equity strategy and industry research, manager sourcing and due diligence, manager selection and portfolio construction, and monitoring of small company buyout partnerships. Prior to joining Private Advisors, Mr. Milligan was an Associate with Ewing Bemiss & Co. where he participated in the execution of mergers and acquisitions, private placements of debt and equity, and strategic advisory services. He was responsible for financial valuation and strategic industry analyses. He also worked closely with senior management of client companies and communicated directly with prospective purchasers, both strategic and financial, regarding potential acquisition opportunities. Mr. Milligan received a B.S. in Business Administration, Summa Cum Laude, with a major in Economics from the University of Richmond.
Kate Mitchell, Co-Founder and Managing Director, Scale Venture Partners
Ms. Mitchell is a co-founder of Scale Venture Partners, a venture capital fund with over $900 million under management located in Silicon Valley, California. She leads investments in software bringing more than 25 years' experience in technology, finance and management to her portfolio. Ms. Mitchell has actively worked with portfolio companies such as Hubspan, Jaspersoft, mBlox, Wayport, & Tonic Software as they grow to become successful enterprises. She was the 2010-2011 Chairman of the National Venture Capital Association (NVCA) and remains active in policy matters that impact start-ups & innovation. Ms. Mitchell is currently chairing a Small Company IPO Task Force that came out of a conference sponsored by the Treasury Department. In addition, Ms. Mitchell is a member of the Silicon Valley Bank Board of Directors (NASDAQ: SIVB).
Prior to becoming a venture capitalist, Ms. Mitchell held various corporate development and technology management positions at Bank of America and was responsible, among other things, for the launch of the bankís initial online banking presence in the mid 1990ís. Ms. Mitchell holds a BA from Stanford University and an MBA from the Executive Program at Golden Gate University in San Francisco. She also attended the Harvard Executive Program. Ms. Mitchell is active as a Charter Member of Environmental Entrepreneurs (Silicon Valley).
Greg Mondre, Managing Partner, Silver Lake
Greg Mondre is a Managing Partner of Silver Lake based in New York. Mr. Mondre joined Silver Lake in 1999 and has served as a Managing Director and member of the firmís Investment Committee since 2005. He serves as a director of Avaya, Inc.; Go Daddy Group, Inc.; IPC Systems, Inc.; Sabre Holdings, Vantage Data Centers, and is on the Operating Committee of SunGard Capital Corp. Previously he was a director of UGS Corporation. Prior to Silver Lake, Mr. Mondre was a Principal at Texas Pacific Group. Earlier in his career, Mr. Mondre worked as an investment banker at Goldman, Sachs & Co. Mr. Mondre graduated from The Wharton School of the University of Pennsylvania with a B.S. in Economics.
Ralph Money, Managing Director, Commonfund
Biography to come....
Howard D. Morgan, Co-President, Castle Harlan, Inc.
Howard Morgan joined Castle Harlan in 1996 and has been active in mid-market private equity for over 25 years. He has been a Director and Executive Committee member of CHAMP Private Equity, a Castle Harlan affiliate in Sydney, Australia, since its inception, and from 2000 to 2002, he was Executive Director of CHAMP. Previously, he was a Partner at The Ropart Group, a private equity investment firm, and began his career as an Associate at Allen & Company, Inc. His board memberships include CHAMP, IDQ, Pretium Packaging, Securus Technologies and Baker & Taylor. He is a former director of over one dozen companies, including Polypipe, Austar United Communications, AmeriCast technologies, Norcast Wear Solutions, Ciao Bella Gelato, Ion Track Instruments, Land ĎNí Sea Distributing and Penrice Soda Products. He is a former officer of the Harvard Business School Alumni Association, and current Chairman of the Harvard Business School Club of New York, and a director of the Alexander Hamilton Institute, the Parkinsonís Disease Foundation and the World Press Institute and Treasurer of the Friends of the Garvan Institute of Medical Research. Mr. Morgan received his B.A. from Hamilton College in Mathematics and Government and his M.B.A. from the Harvard Business School.
Jeffery F. Moy, Head of Private Equity, Rockefeller Financial
Jeffery Moy, CFA, CMT, CAIA, is the Head of Private Equity at Rockefeller Financial. Mr. Moy is responsible for oversight of Rockefeller FinancialĀfs private equity and venture capital program, including the selection and review of thirdĀ]party managers, the review of client private equity portfolios and new business development. Mr. Moy was most recently a Senior Managing Director of Liberty Mutual Investment Advisors, LLC. During his 15-year career at Liberty Mutual, he had responsibilities for sourcing, evaluating, recommending, and monitoring a portfolio of funds in early and late stage venture capital, growth capital, and leveraged buyout partnerships, emerging market funds, secondaries and co-investments. Prior to Liberty Mutual, Mr. Moy served as a Marketing Manager and Joint Venture Project Coordinator at Staples Inc., an International Equity Analyst at Keystone Custodian Funds and an Associate at Matuschka Venture Partners. He received a Master of Science degree in Management from Sloan School of Management, M.I.T. and a B.S. in Business Administration from Boston University.
Terrence Mullen, Managing Partner, Arsenal Capital Partners
Terrence M. Mullen is Co-Founder and Partner of Arsenal Capital Partners, a leading private equity firm that invests in specialty industrial, healthcare, and financial services sectors where it has deep expertise. The firm is comprised of a team of 35 professionals with extensive investment, transaction, industry, and operating capabilities. This diverse team enables companies to accelerate growth and compound profitability. Arsenal Capital Partners operates out of offices in New York City and Shanghai and currently has $800 million of equity capital under management.
In 2000, Mr. Mullen co-founded Arsenal Capital Partners with Jeffrey B. Kovach, a colleague at Thomas H. Lee Partners (currently known as THL Partners), a $20 billion private equity firm in Boston, Massachusetts. At THL Partners, Mr. Mullen was a Principal and invested in manufacturing, services and media companies. While at THL Partners, Mr. Mullen had a leading role in growth buyout investments with a total equity value of $700 million, enterprise values of over $1.8 billion. Mr. Mullen also worked in the Investment Banking Division of Morgan Stanley & Co. and received a B.B.A. in Finance and Economics from the University of Notre Dame and a M.B.A. from Harvard Business School. Mr. Mullen currently serves on the boards of DG3 Holdings, LLC, KGS-Alpha Capital Markets, LP, and Source Refrigeration & HVAC, Inc. He previously served on the boards of additional Arsenal portfolio companies IDQ Holdings, Inc., Priority Solutions Inc., Renaissance Mark Holdings Corp., Sermatech International Holdings Corp., and TallyGenicom Holdings, LLP.
Brian P. Murphy, Managing Director, Portfolio Advisors
Brian P. Murphy is a Managing Director of Portfolio Advisors, LLC. He is a member of Portfolio Advisorsí Management Committee, Investment Committee, and co-heads the Advisory Services practice. Portfolio Advisors is a Registered Investment Advisor and Qualified Professional Asset Manager (QPAM) that specializes in delivering customized, private equity solutions to its clients. Clients include the Los Angeles Fire and Police Pensions (ďLAFPPĒ), the City and County of San Francisco Retirement System (ďSFERSĒ), The State of Pennsylvania (ďPSERSĒ), Utah Retirement Systems (ďURSĒ), UPS, Verizon, IBM, General Reinsurance, The Pension Fund of the Christian Church, UBS Warburg, University of Illinois Foundation, and the Doris Duke Charitable Foundation. On behalf of its clients, Portfolio Advisors manages over $30 billion and administers over $60 billion of private equity investments through its Advisory, Funds Management, and Administration Services. Mr. Murphy has served, or is serving as a director of nine client portfolio companies and as an Advisory Board member of eighteen private equity partnerships. He earned a BA from Brigham Young University, an MBA from Columbia University as well as a CFA.
Thomas P. Murray, Managing Director, Corporate Partnerships Program, Environmental Defense Fund
Thomas P. Murray is a managing director in the Corporate Partnerships Program at Environmental Defense Fund (EDF), a leading national nonprofit organization. He directs the work of the Washington, DC Corporate Partnerships team, which develops and implements joint projects with leading companies to create environmental improvements that make business sense. Currently he is leading EDFís ďGreen ReturnsĒ initiative with Kohlberg Kravis Roberts, The Carlyle Group, and other leading private equity firms to measure and improve environmental and business performance across their portfolios. Other partner companies include Citigroup, FedEx, McDonalds, PHH Arval, and Walmart. Mr. Murrayís projects have been featured in New York Times, Wall Street Journal, Financial Times, San Francisco Chronicle, Bloomberg, Fortune, Fast Company, NPR Marketplace, and Environmental Finance.
Prior to joining EDF, Mr. Murray held several positions at ICF International and Jellinek, Schwartz & Connolly, where he advised governmental agencies and Fortune 500 companies on environmental, safety, and health compliance, pollution prevention, and legislative and regulatory strategy.
Mr. Murray is currently an advisor to the George Washington University Institute for Sustainability, American University Center for Environmental Policy, Greenhouse Gas Management Institute, and 2010 Newsweek Green Rankings. He holds a B.A. in Political Science from Trinity College and an M.B.A. from the George Washington University.
Stephen Murray, President and Chief Executive Officer, CCMP Capital
Stephen Murray is President and Chief Executive Officer of CCMP Capital and a member of the firm's Investment Committee. Mr. Murray focuses on investments in consumer, retail and services and healthcare sectors. Prior to joining CCMP in 1989, Mr. Murray was a Vice President with the Middle-Market Lending Division of Manufacturers Hanover. Currently, he serves on the board of directors of AMC Entertainment, ARAMARK Corporation, Crestcom, Generac Power Systems, Hanley Wood, Infogroup, Jetro Holdings, LHP Hospital Group, Medpace, Noble Environmental Power, Octagon Credit Investors, Square Trade, Inc., Strongwood Insurance and Warner Chilcott. Mr. Murray holds a B.A. from Boston College and an M.B.A. from Columbia Business School.
Jonathan Nelson, CEO, Providence Equity
Jonathan Nelson founded Providence, the leading global private equity firm specializing in equity investments in media, communications, education, and information companies around the world. Providence has over $23 billion of equity capital under management. The firmís sixth fund, Providence Equity Partners VI, closed on $12 billion in 2007. Mr. Nelson serves on the board of directors of Hulu, Television Broadcasts Limited (ďTVBĒ), Univision Communications and Yankees Entertainment & Sports Network. Prior to Providence, he was a Managing Director of Narragansett Capital Inc., where he specialized in private equity investments in the cable television, broadcasting and publishing sectors. Mr. Nelson received a Master of Business Administration from Harvard Business School and a Bachelor of Arts from Brown University. Mr. Nelson is a trustee of Brown University and serves on the board of Newport Festivals Foundation.
Dr. Olaf Neubert, Managing Partner, Hedges Capital Inc.
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.
Michael D. Nugent, Co-Founder, BISON, Inc.
Biography to come....
W. Dexter Paine III, Founding Partner, Paine + Partners
W. Dexter Paine, III is a founding Partner of Paine & Partners. Mr. Paine is a graduate of Williams College (B.A., Economics). He began his professional career at Bankers Trust Company in Los Angeles. In 1987, Mr. Paine joined Robertson Stephens & Company to establish a leveraged buyout group for the firm. In 1994, Mr. Paine joined Kohlberg & Company to establish and head the firm's West Coast office. In 1997, he co-founded the Predecessor Firm, Fox Paine & Company, where he served as president from its inception until 2008. Mr. Paine serves as a member of the Boards of Directors of WireCo World Group, Cevian Capital and SM Group and as Chairman of the Board of Directors of the U.S. Ski and Snowboard Association. Mr. Paine is a former member of the International Board of Directors of Right to Play and past Chairman of the Board and Emeritus Trustee of Holderness School and the Nueva School.
Alan Patricof, Founder and Managing Director, Greycroft, LLC
Alan Patricof, a venture capital pioneer, founded Greycroft, LLC in 2006. Greycroft is a venture capital firm, with offices in New York and Los Angeles, focused on the digital media sector. The firm has two funds, Greycroft I, with committed capital of $75 million, and Greycroft II, which was initiated in 2010 with committed capital of $130 million. Prior to founding Greycroft, Mr. Patricof was the founder and chairman of Apax Partners, Inc. (formerly Patricof & Co. Ventures, Inc.), the U.S. arm of Apax Partners, Worldwide, LP, now one of the worldís leading private equity firms with $41 billion under management or advice.
During the past 40 years, Mr. Patricof has participated in the financing and development of a large number of public and private companies. Companies that he has been involved with at the initial stages are Apple Computer, America Online, Cadence Systems, Office Depot, FORE Systems, Cellular Communications, Inc., IntraLinks, Audible, Inc. and The Huffington Post.
Mr. Patricof is active in the New York and Washington communities as a board member of TechnoServe, Trickle Up Program, Global Advisory Board of Endeavor, Applied Sciences NYC Advisory Board, and the Initiative for Global Development (IGD) Leadership Council. In 2007, he was appointed to the board of the Millennium Challenge Corporation by the President of the United States; he is currently serving his second term. From 1993 to 1995, he served as Chairman of the White House Conference on Small Business Commission.
Mr. Patricof holds a BS in Finance from Ohio State University and an MBA from Columbia University Graduate School of Business
C. Jason Payne, Managing Partner, Mainsail Partners
C. Jason Payne is a founder of Mainsail Partners. In addition to co-managing the firm, Mr. Payne is an active advisor to Mainsail CEOs through his role as a board member for Mainsailís portfolio companies. Mr. Payneís background as an entrepreneur and senior executive provides valuable experience, which he shares with management teams making the transition from bootstrapping to investing for growth.
Earlier in his career, Mr. Payne co-founded WiredCapital, a venture-backed technology company now part of HCL Technologies, and held a variety of roles with American Dental Partners (NASDAQ: ADPI), a dental practice management company. During his tenure with ADPI, Mr. Payne helped grow the business from start-up to over $130 million in revenues and over 1,500 employees through a combination of acquisitions and organic growth. Mr. Payne began his career with Summit Partners, a leading global private equity and venture firm. Mr. Payne received an A.B. in International Relations from Stanford University.
In 2010, Mr. Payne teamed with Gavin Turner and John Griscavage (CEO of Professional Healthcare) to start the Madrone Foundation, a private foundation with the goal of assisting the financially challenged to pay for healthcare and education expenses.
Mr. Payne also sits on the advisory board of the Smithsonian Environmental Research Center (SERC), a division of the Smithsonian Institute, and enjoys spending time with his wife, two daughters, and their yellow lab.
Jonathon Perrelli, Founding Partner, Fortify.vc
Jonathon Perrelli started Fortify.vc in May of 2011 after founding, leading and exiting four startups over the past 17 years. He and his team also opened DC's First Tech Accelerator (TheFort.vc) in early 2012 with their first batch of 13 companies. Mr. Perrelli's experience ranges from founding pre-IPO venture backed startups to executive level roles with publicly traded companies. He has been a successful Angel, investing in startups such as Plaxo, FormSpring, and numerous Cyber-Security firms, and is now a venture capitalist focused on the seed and early stage. Prior to investing full-time, Mr. Perrelli was the Founder and CEO of SecureForce, a cyber security solutions provider serving the US Intelligence and DoD, as well as some of the countryís largest corporations. He continues to provide strategic leadership as Chairman of SecureForce. Other startups that he has co-founded include; Plesk (renamed ďParallelsĒ) which is the largest platform for hosting automation in the world, The Shadow Group (acquired, and now part of BAE Systems), SecureSoftware (acquired by Fortify Software, and subsequently by HP), and eTantrum which was the ďother half of NapsterĒ and ended up a casualty of the dot-com era.
Jeff Pippin, CIO, Pepperdine University
Jeff Pippin is the senior vice president and chief investment officer for Pepperdine University. He is responsible for the management of the Universityís endowment, general reserves, treasury, trust and annuities, and real estate. He is a member of the presidentís cabinet and is a liaison to the Board of Regentsí Investment Committee. He also serves as president of the Universityís three affiliated management and holding entities.
Mr. Pippin earned his degree from Abilene Christian University and an MBA from Pepperdine. He is a CPA and began his career at Arthur Andersen before joining Pepperdine in 1981. Mr. Pippin is a board member of the Commonfund, a nonprofit registered investment advisor, and has served on the California State Treasurerís Advisory Committee as well as the Investment Committee for the West Coast Athletic Conference.
Edwin Poston, General Partner, Co-Founder, TrueBridge Capital Partners
Edwin Poston has over 20 years of experience investing in the private markets and is a founding general partner of TrueBridge Capital Partners. TrueBridge is an alternative investment firm managing over $750 million in institutional assets across a platform of venture capital and growth equity funds-of-funds. TrueBridge has a unique and exclusive relationship with the Kauffman Fellows Program, a 501 (c)(3) nonprofit that has a 15-year history of identifying, educating, mentoring and networking the future leaders of the venture industry.
Prior to co-founding TrueBridge Mr. Poston was one of two Managing Directors at The Rockefeller Foundation, where he was head of private equity. While he worked across the Foundationís portfolio, he was particularly focused on private assets, including building and managing the Foundationís venture capital and buyout portfolio, both domestically and internationally.
Mr. Poston came to The Rockefeller Foundation from Brandywine Trust, a New York and Delaware-based private trust company that manages over $5 billion in assets for high net worth individuals and foundations, where he was the Senior Investment Officer. While at Brandywine he had responsibilities for all asset classes, but spent the majority of his time on buyouts, venture capital, hedge funds, international equities, small cap equities, and concentrated portfolios. Mr. Poston began investing in private assets as an opportunistic real estate investor in the Washington, DC area post-college.
He began his post-graduate school career an investment banker with NationsBanc Montgomery Securities (Bank of America). Mr. Poston received a JD/MBA from Emory University and a B.A. from The University of North Carolina. He is a licensed as an attorney and was formerly licensed as a securities dealer (Series 7 and 63).
Geoffrey Prentice, Partner, Atomico
Geoffrey Prentice is a Partner at Atomico, and is primarily focused on sourcing new investments and working with portfolio companies on global business development and expansion initiatives. Prior to helping launch Atomico, he was the first employee at Skype where he was Chief Strategy Officer and worked with Niklas to build a leading global telecommunications platform company. He oversaw the expansion of Skype into Asia and Latin America and was responsible for developing the companyís initial business plan and for fundraising activities.
Prior to Skype, Mr. Prentice was director of investments at Target Investments AB, Stockholm, a publicly-traded investment company focused on new media and telecommunications. Earlier in his career, Mr. Prentice oversaw the North American operations for a venture-backed competitive intelligence company based in Amsterdam, and started his career at Robertson Stephens, the boutique investment bank, working with a wide range of public and private companies. Mr. Prentice received his Bachelors degree from the University of Michigan.
Siobhan Quinn, Chief Product Officer, Foursquare
Siobhan Quinn is the Engagement Product Manager at foursquare, where she works with designers and engineers to develop and drive feature development for the mobile application.
Before joining foursquare, Ms. Quinn was Product Manager of Blogger at Google, the web's largest blogging platform and the 7th most visited website worldwide (Alexa). There she focused on the product vision and strategy for Blogger's presentation platform (The Blogger Template Designer), and worked closely with engineers to oversee the execution of that vision through the entire product life cycle.
In addition, Ms. Quinn led Google's effort to bring Typography to the web and launched the Google Font API & Directory.
Christian Raaby BrÝnden, Vice President, ATP Private Equity Partners
Christian Raaby BrÝnden is vice president at ATP PEP. Based in New York, he serves on the advisory boards of a number of European and US buyout funds. Prior to joining the Copenhagen office of ATP PEP in 2006, he has experience from PwC Corporate Finance. With Ä7 bn under management, ATP PEP is one of Europeís largest investors in private equity funds. ATP PEP invests in buyout funds, venture funds, secondary interests in funds, distressed related funds and makes co-investments.
Jeff Reals, Managing Director, Performance Equity Management
Biography to come....
Jesse Reyes, Co-Founder, QuartileOne, LLC
Jesse Reyes is widely regarded as one of the leading experts on performance measurement and quantitative analysis of the venture capital and private equity industry. Over the last twenty three years he has pioneered many of the performance benchmarking methodologies, analytical tools and research methods now standard in the private equity industry.
He is a Co-Founder of QuartileOne, LLC, an independent firm providing benchmarking and analytical services to the private equity industry. His prior experience includes being the head of research and product management for Thomson Venture Economics (now Thomson/Reuters) developing Venture Economicsí private equity benchmarking and research products.
Mr. Reyes is the Chairman of the Global Investment Performance Standardsí (GIPS) committees on performance presentation standards representing private equity investing. He currently serves on the Board of Advisors for the Thunderbird University Private Equity Center. (ďTPECĒ). Ē). He is on the Advisory Board of the Private Capital Research institute. He also is an adjunct lecturer at Cornellís Johnson Graduate School of Management teaching classes on topics in institutional private equity investing. Other experience includes positions as Managing Director at Bear Stearns Private Funds Group and as Visiting Professor at Texas Tech University.
His background includes a Bachelor of Science and a M.B.A., both from Texas Tech University as well as graduate studies in the department of economics at Harvard University. A native of Texas, Mr. Reyes currently resides in Summit, NJ.
Roland Reynolds, Managing Director, Industry Ventures
Roland Reynolds is responsible for sourcing and evaluating primary commitments and early secondary and is also actively involved in fundraising and maintaining limited partner relationships. He is on the investment committee for the Industry Ventures Partnership Holdings funds. Mr. Reynolds has eighteen years of experience, including eleven years in venture capital. Previously, he was the founder and managing partner of Little Hawk Capital Management LLC which was acquired by Industry Ventures. He also spent five years as a Principal with Columbia Capital, a leading communications and information technology venture capital firm with $2.0 billion under management. Earlier in his career, Mr. Reynolds was an investment banker for four years with JP Morgan & Co. in New York.
Mr. Reynolds represents Industry Ventures on the Advisory Board of Kearny Venture Partners and is an observer on the Limited Partner Advisory Board of IA Ventures. He graduated from Princeton University with high honors and received his MBA from Harvard Business School.
Steve Robinson, Managing Director, GE Antares Capital
Steve Robinson is a Managing Director at GE Antares Capital focusing on capital market activities. GE Antares Capital is the private equity focused lending arm of GE Capital with an emphasis on the middle market. In his role, Mr. Robinson assists in structuring and syndicating middle market leveraged loan transactions. Prior to joining GE Capital, Mr. Robinson was a founder and partner in Antares Capital Corporation where he worked on originations, capital market and portfolio activities. Mr. Robinson began his career in corporate finance at Heller Financial in Chicago. After graduating with high honors from the University of Illinois with a Bachelor of Science degree in Accountancy, Mr. Robinson worked as a senior accountant at Arthur Andersen.
Brian Rodde, Principal, Makena Capital
Mr. Rodde is a Principal in Makena Capitalís private equity group, where he is responsible for new manager selection and oversight of the existing private equity portfolio. Prior to joining Makena, Mr. Rodde was with SVB Capital where he was a member of the team that evaluated private equity fund investment opportunities. Mr. Rodde earned an MBA from the Stanford Graduate School of Business and a BA in Economics from Stanford University.
David Rogers, Founder, Caledon Capital Management
Since June 2006 David Rogers has been advising institutional investors and government on various venture capital and private equity issues through his company Caledon Capital Partners. Prior to that Mr. Rogers was the team leader (SVP) of the OMERS Capital Partners (2001- May 2006) private equity group. Mr. Rogers and his team were responsible for sourcing, structuring, and negotiating private equity investments primarily in Canada and for building and managing a diversified portfolio of private equity and venture capital fund and co-investments, which he initiated in his previous position as Senior Portfolio Manager, Funds.
Prior to OMERS, Mr. Rogers was a Vice-President Investments with Working Ventures Canadian Fund Inc. (ďWVĒ) a Venture investment fund and prior to that, Vice-President Finance and C.F.O. of FirstService Corporation, a TSE and NASDAQ-listed public company.
Gregory Roth, Senior Editor, Buyouts Magazine
Gregory Roth is a senior editor and correspondent for Reuters, Buyouts and peHUB.com, where he writes about ďfresh capitalĒ 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 Columbiaís Journalism School and a Ba from Duke.
Gregory Roumeliotis, Private Equity Correspondent, Reuters
Greg Roumeliotis has been a journalist for Thomson Reuters since 2007. He is currently based in New York covering the private equity industry. His previous assignments included postings in Amsterdam and London as well as stints in Athens reporting on Greeceís debt crisis. Before joining the company, Mr. Roumeliotis edited healthcare business magazines and websites in Britain. He has a BSc in Chemistry from Glasgow University and an MLitt in Journalism from Strathclyde University.
Jane Rowe, Senior Vice President, Teachers' Private Capital
Teachers' Private Capital (TPC) is the private investment department of Ontario Teachers' Pension Plan, Canada's largest single-profession pension plan with $107.5 billion in net assets as of December 31, 2010. Since being created in 1991, TPC has developed an innovative investment program, a successful track record of investment performance and a diversified, world-class private equity portfolio valued at $12.0 billion. In addition to direct equity investments in private companies, TPC invests in leading private equity funds and co-invests with selected partners.
As Senior Vice-President of Teachers' Private Capital, Jane Rowe is responsible for strategic portfolio growth and deal stewardship. Her strong background in credit and equity investing was developed during a more than 20-year career at the Scotiabank Group of companies where she held a number of senior roles. Ms. Rowe received an MBA from York University's Schulich School of Business, a B.Comm (Hons) from Memorial University, and also has ICD.D certification from the Institute of Corporate Directors. She is a Director of Maple Leaf Sports & Entertainment, an Independent Director and Chair of the Audit Committee of Sierra Wireless Corporation, an Advisory Board Member of Memorial University's School of Business, and an International Advisory Board Member of York University's Schulich School of Business, as well as a member of the board of the YWCA of Toronto.
Elliot Royce, Managing Partner, AlpInvest Partners
Elliot Royce co-leads AlpInvest Partnersí Fund Investments team and focuses on the US and Latin American markets. He is a member of the new Operating Committee. Mr. Royce joined the firm in 2007 from Allianz Private Equity Partners, where he led US investment activities and was a member of the global investment and management committees. Previously, he worked at GE Equity, McKinsey, Dillon Read, CSFB and Aberdeen, Inc. Mr. Royce received an AB in Government, magna cum laude, from Harvard College and an MBA, with distinction, from INSEAD. He represents AlpInvest Partners on various Advisory Boards.
Mr. Royce received an AB in Government magna cum laude from Harvard College and an MBA with distinction from INSEAD.
John Ruffolo, Chief Executive Officer, OMERS Ventures
John Ruffolo is the Chief Executive Officer of OMERS Ventures, the venture arm of OMERS. OMERS Ventures invests in early or later stage companies in the Technology, Media, Telecommunications, Clean Tech or Life Sciences sectors. In addition, he is also the Senior Vice President & Head of Knowledge Investing with OMERS Strategic Investments.
Prior to joining OMERS Ventures, Mr. Ruffolo was a Partner at Deloitte, as well as the Global Thought Leader, the Global Tax Leader and the Canadian Industry Leader for Deloitteís Technology, Media and Telecommunications (TMT) practice. He was also a member of the firmís Tax and TMT Global Leadership teams and a member of Deloitteís Board of Directors.
Mr. Ruffolo has over two decades of experience advising public and private companies around the world. He has extensive experience providing strategic advisory services to Canadian and foreign-based TMT companies.
Mr. Ruffolo has been recognized as one of the countryís leading clean-tech advisors. In addition, he has worked closely with a number of North Americaís leading venture capital and private equity firms and has advised many of the companies in which they invest.
Mr. Ruffolo serves as Chair of the Canadian Venture Capital and Private Equity Associationís Government Relations Committee and is a member of its Executive Committee. John also serves as Chair of the David Suzuki Foundation Friends of Ontario and serves on the Board of Communitech. Mr. Ruffolo is also a member of the Corporate Fundraising committees for Sunnybrook Foundation and the Art Gallery of Ontario, and is a member of the Toronto chapter of the Young Presidents Organization (YPO).
A chartered accountant, Mr. Ruffolo was formerly a partner with Arthur Andersen LLP and has also spent time as an instructor for both the Canadian Institute of Chartered Accountants and York Universityís Schulich School of Business, from which he holds a Bachelor of Business Administration.
Kevin Salmini, Managing Director, Houlihan Lokey
Kevin Salmini is a Managing Director in the Financial Sponsors Coverage Group in Houlihan Lokeyís New York office. Mr. Salmini has significant experience executing M&A transactions, including many for private equity clients. He has also advised clients in numerous financial restructuring and valuation engagements. Mr. Salmini joined Houlihan Lokeyís Financial Sponsors Coverage Group in 2004 and spends most of his time advising private equity firms in New York, Boston and Connecticut. Before joining Houlihan Lokey in 1997, Mr. Salmini worked at Chase Manhattan Bank. Kevin earned a B.S. in business administration with a concentration in finance from the University of Richmond.
Federico Schiffrin, Senior Vice President, Unigestion
Federico Schiffrin is currently a Senior Vice President of private equity at Unigestion, a Swiss-based asset manager with approximately $13billion in assets under management. Mr. Schiffrin is responsible for all US and Latin American investments (secondary, co-investments and fund investments), where he oversees and invests a portfolio of approximately $1 billion. Prior to joining Unigestion, Federico worked at Three Cities Research, Inc., a middle-market private equity fund based in New York where he was responsible for leading equity and debt transactions and portfolio monitoring, with a focus on the business services, heavy machinery and railroad industries. Mr. Schiffrin holds an accounting degree from the Universidad de Buenos Aires and an MBA from NYU Stern School of Business.
Ian M. Schwartz, Partner, Fried Frank Harris Shriver & Jacobson LLP
Ian M. Schwartz is a partner in the New York office of Fried Frank. He is a member of the Firmís Private Equity Funds Practice Group, which represents major financial institutions, such as Fortress Investment Group, Highbridge Principal Strategies, JP Morgan, Permira, Goldman Sachs and Morgan Stanley, in the development of their fund complexes, as well as a host of international and US funds, such as China Investment Corporation, Virgin Green Fund, Vision Brazil Investments, StepStone Group, MTS Health Partners and Mercury Capital with regard to fund formation and regulatory matters. With nearly 50 attorneys actively engaged in fund formation, investment, regulatory, tax and ERISA issues in the US, Europe and Asia, the Group has helped clients raise over $100 billion over the past five years.
Mr. Schwartzís practice focuses exclusively on the formation and operation of private equity funds. He has served as legal counsel in numerous multi-billion dollar private investment fund raisings for institutional and boutique sponsors across a wide range of investment strategies, including buyout, real estate, infrastructure, mezzanine debt, industry- and region-specific (including Western Europe, Asia and India), fund-of-funds, secondary, co-investment and CDO funds. His practice includes assisting fund sponsors in connection with the organization and documentation of their internal firm arrangements, counseling private fund clients in connection with the structuring of fund investments, and providing advice on legal and regulatory compliance matters for funds and their investment advisers.
Mr. Schwartz serves as an appointed member of the Committee on Private Investment Funds of the Association of the Bar of the City of New York. He earned his J.D., cum laude, from Georgetown University School of Law, where he was a member of The Georgetown Law Journal, and his B.A. from the University of Florida.
Randy Schwimmer, Managing Director, The Carlyle Group
Durant D. Schwimmer (ďRandyĒ) is a Managing Director with The Carlyle Group. Widely credited with developing loan syndications for middle market companies, he has over 30 years of experience in middle market finance, having spent the majority of his career in loan syndications and distribution building and developing relationships with middle market lenders and investors in middle market loans.
In his current position at Carlyle, Mr. Schwimmer, is responsible for all middle market loan capital markets activities, including loan structuring, syndications and distribution within the Churchill Financial team. Mr. Schwimmer also has primary responsibility for managing the team's indirect origination platform, sourcing new business by tapping relationships with other mid cap participants. These include lenders Ė commercial finance companies, business development companies, mezzanine, hedge funds, and more traditional investors in middle markets loans and mezzanine securities Ė and financial intermediaries such as investment banks.
Churchill Financial LLC, headquartered in New York, is a leading provider of senior loans and other debt financing to middle market companies that are backed by leading private equity firms and other investors. Churchill Financial is part of The Carlyle Group's Global Market Strategies business and operates as the firm's middle market debt investment team, offering middle market companies access to flexible debt financing solutions and institutional investors the opportunity to invest in the middle market loan asset class.
Prior to joining Churchill in 2006 as its Senior Managing Director and Head of Capital Markets, Mr. Schwimmer was a Managing Director and Head of Leveraged Finance Syndication for BNP Paribas where he structured and syndicated leveraged transactions for the bankís private equity clients. Before that, he spent 15 years at JP Morgan Chase in Corporate Banking and Loan Syndications in various capacities where he was responsible for originating, structuring and syndicating leveraged loans, including cash flow and asset-based loans along with junior debt such as mezzanine and high yield securities.
Mr. Schwimmer is editor/publisher of ďOn The LeftĒ (http://www.churchillfinco.com/), Churchillís weekly newsletter which reviews deals and trends in the capital markets. This publication has a unique focus on the mid market space and is read by thousands of influential industry participants.
Mr. Schwimmer is a graduate of Trinity College (BA) cum laude and received his MA from the University of Chicago.
Gregory L. Segall, Chairman and CEO, Versa Capital Management, LLC
Versa is a private equity investment firm with $1.2 billion of assets under management, focused on distressed leveraged buyouts and other ĎSpecial Situationsí, and targeting North American-based middle market companies with revenues under $1 billion.
Gregory L. Segall has overall responsibility for Versa Capital and its investment strategies including leadership and supervision of the investment and portfolio management activities of the firm and its affiliated investment funds. He has led Versa and its predecessors since their founding in 1992.
He is Chairman of the firmís Investment, Portfolio and Management Committees, and is currently a Director of Versaís portfolio companies Allen-Vanguard, American Laser SkinCare, Bell+Howell, Black Angus Steakhouses, Bobís Stores, Central Parking Systems, Holliston, Ohio Community Media, Polartec, Republic Storage Systems, and Simplexity.
A former Governor of the State Bar of California by legislative appointment, he has been a frequent guest commentator for media outlets such as CNBC and Bloomberg, and guest lecturer for numerous universities and professional organizations on various topics including corporate restructurings, distressed investing and other economic, business and financial issues.
Mr. Segall is a member of the Young Presidentsí Organization (YPO), various industry and professional associations, and is past President (Ď03-Ď09) of the Childrenís Crisis Treatment Center in Philadelphia, for which service he received the 2003 ĎTurnaround of the Year (Pro Bono) Awardí from the Turnaround Management Association. He serves on the Advisory Council for the Center for Innovation, Creativity & Entrepreneurship at Wake Forest University, and he is a graduate of Pepperdine University, where he received his M.B.A.
Patrick Severson, Managing Director, Warburg Pincus
Patrick Severson joined Warburg Pincus in 2001 and focuses on technology, media and telecommunications (TMT) investments in software and healthcare technology. He holds a B.S. in computer science from Stanford University and an M.B.A. from Columbia Business School. Prior to joining Warburg Pincus, Mr. Severson was a consultant with Booz-Allen & Hamilton and Price Waterhouse, focused on media and technology industries. Mr. Severson is a director of iParadigms, Spigit and Telcordia. Mr. Severson serves as an advisor to the National Center for Missing and Exploited Children.
Kunal Shah, Principal, Meketa Investment Group
Mr. Shah is in his sixth year at Meketa Investment Group. A Principal of the firm, Mr. Shah works in the Private Markets Group focusing on private equity, private debt, and natural resources investments. He focuses on performing due diligence for private market funds, maintaining and establishing new relationships with private market firms, and reporting on private market funds. Mr. Shah serves as coordinator of the private equity team, and is responsible for managing the private equity deal flow and due diligence processes. He also serves as coordinator for the sourcing and analyzing of private market secondary transactions. He serves on the advisory board of select private market partnerships, representing several of the firmís clients. Mr. Shah is also a member of the private markets operations team and is responsible for various operations projects.
Prior to joining Meketa Investment Group, he was an analyst for The Vanguard Group. Prior to that, he worked in the private equity and research group of Hirtle, Callaghan & Co. Mr. Shah received a bachelorís degree in Business Administration with a concentration in Finance from Drexel University.
Sanjiv K. Shah, Managing Director, BAML Capital Access Funds
Sanjiv K. Shah is a Managing Director of the Bank of America Merrill Lynch Capital Access Funds (ďCAFĒ) unit, where he focuses on the origination and structuring of new investment opportunities, as well as administrative matters, including overseeing CAFís junior associates. He joined Bank of America (ďBACĒ) in 1994 and is based in Chicago. In 1997, Mr. Shah co-founded the CAF group, and he has been instrumental in growing BACís portfolio of community development equity-related investments, including the formation of CAFís current fund-of-funds investment vehicles. Mr. Shah was one of the youngest associates to be promoted to the Managing Director level within BACís legacy Principal Investing division.
CAF is an experienced market-based, returns-driven private equity fund-of-funds manager and advisor focused on meeting the targeted mandates of large public pension funds, endowments and other institutional investors. CAF has managed and advised on over $1.1 billion of capital for institutional investors across multiple mandates since 2002.
Mr. Shah has been active in his community and has held volunteer leadership positions in several local South Asian focused community organizations. In 2002, Mr. Shah was profiled in the India Tribune as a successful, young professional from the Indian-American community.
Mr. Shah holds a Bachelor of Science degree in Accounting from the University of Illinois at Urbana-Champaign and an MBA from the Kellogg School of Management at Northwestern University. He is also a graduate of the Venture Capital Institute. Mr. Shah serves on the limited partner advisory board of several private equity funds in which CAF has invested, and he is a frequent speaker at industry and trade association conferences. Mr. Shah has led CAFís relationship as a Trustee Member of The Association of Asian American Investment Managers (ďAAAIMĒ) and has spearheaded the planning and organization of an annual conference and networking forum in Chicago in collaboration with AAAIM and other organizations which are focused on highlighting the talent and potential residing within the U.S. emerging domestic market. He is a Registered Certified Public Accountant in the state of Illinois.
Sunil Sharma, Global Practice Lead, Venture Capital and Private Equity, Canada's Venture Capital and Private Equity Association
Sunil Sharma is a Foreign Service Diplomat with Canada's Department of Foreign Affairs and International Trade currently serving as the Global Practice Lead of Venture Capital and Private Equity based in the MaRS Innovation Centre in Toronto's Discovery District.
Mr. Sharma is currently on a special assignment with Canada's Venture Capital and Private Equity Association (CVCA) as the Director of International Relations where his mandate is to build strategic relationships with venture capital and private equity funds and institutional investors across the world.
In addition to this mandate representing both the CVCA and the Department of Foreign Affairs, Mr. Sharma serves on the Board of Directors or founding committees of many Canadian and international organizations which focus on the innovation ecosystem. These organizations include the Canadian Innovation Exchange (CIX), the Banff Venture Forum, Start-Up Weekend Toronto, the France-Canada Venture Forum, the MaRS Innovation Summit, Global CONNECT, the VerdeXchange, and the Milken Institute Global Conference. Mr. Sharma is also a TiE Charter Member and an organizer of the TiEQuest Venture Competition.
Mr. Sharma regularly serves as a speaker at many Canadian and international conferences on topics pertaining to early-stage venture capital attraction, private equity investment, innovation capacity-building and global trends in investment and innovation.
Since 2008 Mr. Sharma has been a Director of the Quebec City Conference - an invitation-only gathering of over 500 of the world's leading venture capital, private equity and institutional investors which takes place each year in Quebec City, Canada and which attracts the who's who of international private equity, institutional investors and sovereign wealth funds.
Mr. Sharma's last diplomatic assignment was as Consul and Trade Commissioner (Head of Consulate) in San Diego, California. The Canadian Consulate in San Diego, which Mr. Sharma was responsible for establishing, is a diplomatic mission with a focus on pursuing trade, investment and technology partnerships, as well as general and political relations between Canada and Southern California.
Previously, Mr. Sharma was on assignment with the Canadian Intellectual Property Office (CIPO) and served as Canada's representative to the United Nations World Intellectual Property Organization's (WIPO) General Assemblies in Geneva and was elected Vice-Chair of a Key Technical Committee.
Prior to his work at CIPO, Mr. Sharma served as a Senior Investment Analyst for Technology Partnerships Canada where he completed several investment deals involving emerging Canadian high technology companies.
Mr. Sharma possesses a Bachelor of Arts Degree in Economics from the University of Victoria and a Master's of Industrial Relations Degree from the University of Toronto.
Kate Sidebottom Simpson, Director, Parish Capital Advisors, LLP
Ms. Simpson has over 10 years of experience as a limited partner in private equity funds. She has served on numerous fund advisory boards and is a member of the Private Equity Women Investor Network.
Ms. Simpson was most recently a Director with Parish Capital Advisors, LLP, a niche fund-of-funds provider that managed over $2 billion for institutional investors. Parish Capital made private equity investments primarily in small and emerging venture capital and buyout funds, as well as opportunistic investments including co-investments and the purchase of secondary interests. Ms. Simpson was responsible for reviewing investment opportunities, leading due diligence on potential investments and monitoring those investments and their underlying companies.
Prior to joining Parish Capital, Ms. Simpson worked as an Investment Associate with the UNC Management Company, an investment management firm which provides services to The University of North Carolina. In this role, she helped to manage several alternative investment portfolios, including private equity, real estate, energy/natural resources and enhanced fixed income. She worked on all aspects of endowment management including asset allocation, portfolio construction, risk management, manager selection, performance evaluation, and reporting to the Investment Fund Board.
Ms. Simpson received a BA in History with Distinction and with Honors, Phi Beta Kappa, from the University of North Carolina at Chapel Hill, where she was a member of the NCAA Championship Womenís Field Hockey team.
Paul Singh, Partner & Master of the Hustle, 500 Startups
Biography to come....
Wayne D. Smith, CFA, Senior Vice President, Pathway Capital Management
Wayne D. Smith, CFA joined Pathway in 2011 and is a senior vice president in the Rhode Island office. Mr. Smith is responsible for investment analysis, due diligence, investment monitoring, performance analysis, client reporting, and client servicing.
Prior to joining Pathway, Mr. Smith managed the private equity program for the $50 billion Pension Reserves Investment Management Board (PRIM) in Massachusetts, where he had worked since 2000. In this capacity, he performed due diligence, recommended investments, and had oversight responsibility for a portfolio of more than 200 limited partnerships and $15 billion in committed capital. Before joining PRIM, Mr. Smith had worked on private equity investments for Liberty Mutual Group since 1996. He received a BA in management from Assumption College and an MBA from Babson College. Mr. Smith is a CFA charterholder.
Robert A. Snape, Managing Director, BDO Capital Advisors, LLC
Robert A. Snape serves as Managing Director within BDO Capital Advisors, LLC (formerly Trenwith Securities, LLC) and has over 20 years of investment banking experience. Mr. Snape has successfully executed over 100 middle-market financial advisory engagements representing over $6 Billion of aggregate transaction value for a variety of cliental including family-owned businesses, Fortune 500 corporations and leading private equity firms. Mr. Snape has executed deals across most major industry groups and has particular knowledge and clients within the Industrial, Healthcare and Consumer & Retail segments. Mr. Snape has experience in leveraged recapitalizations, corporate divestitures, go-private transactions, management buy-outs and exclusive sales. In addition, Mr. Snape has completed cross-border transactions, private placements and fairness opinions on behalf of his clients and provided strategic advice on dividend policy and share repurchases.
Prior to joining BDO Capital, Mr. Snape was a Group Head and Managing Director at Scott-Macon, Ltd., where he led the Consumer & Retail investment banking practice. Prior to Scott-Macon, Mr. Snape was a Managing Director and Senior Investment Banker within the Global Mergers and Acquisitions Group at Banc of America Securities LLC. During his tenure at Banc of America Securities, Mr. Snape played an integral role in formulating and leading the firm's middle-market M&A advisory practice and served as Head of Global Commercial Banking M&A with national M&A origination and execution responsibilities. While at Banc of America Securities, Mr. Snape was also a senior member of the Consumer & Retail middle-market investment banking group and was a founding officer of the Corporate Sales & Divestitures Group which focused exclusively on the execution of middle-market sell-side M&A transactions on behalf of large corporate and private equity clients.
Mr. Snape joined Banc of America Securities from Fleet Securities, Inc. where he was a founding officer and Managing Director of Fleet M&A Advisors and a senior member of the Fairness Opinion Review Committee. Prior to Fleet, Mr. Snape was a Director of Corporate Finance at KPMG LLP where he was responsible for executing mergers and acquisitions and private placement transactions for KPMG's international client base. Mr. Snape also had prior experience at JP Morgan (formerly Chase Manhattan Bank) and began his career at The Vista Group, a private equity firm, as an Investment Analyst.
Mr. Snape is qualified as a General Securities Representative and is a member of ACG. He earned a B.A. and M.B.A. from Boston University.
Key Clients include Darden Restaurants, Brinker International, Compass Group, GTECH Corporation, Cargill, Madison Dearborn Partners, Brazos Private Equity Partners, Delta Dental, Corrugated Services Inc., Amide Pharmaceutical, American Securities Capital, and Fenway Partners.
David Snow, Co-Founder & CEO, Privcap LLC
David Snow has covered the global private investment market as a journalist for 14 years. He is co-founder and CEO of Privcap, a media platform delivering high-quality video content to participants in the private capital markets. Privcapís mission is to provide context around important private investment opportunities and practices.
Until November 2010, Mr. Snow was Editor in Chief of PEI Media, a leading provider of news and information for the global alternative investment industry, with offices in London, New York, Singapore and Hong Kong. Mr. Snow played a key editorial role across PEIís editorial products, events and business strategies, including the launch of news services for the private equity, real estate and infrastructure asset classes. Mr. Snow began his financial-media career at what is now Thomson Reuters, where he was Editor of Buyouts magazine. In 2000 he joined an affiliate of Guggenheim Partners to launch a news service for accredited investors. He has a Master of International Affairs from Columbia University and undergraduate degrees in Political Science and Chinese Studies from the University of California at San Diego. He grew up in Honolulu, Hawaii.
Privcap is a producer of, and destination for, high-quality content for participants in the global private capital markets. Through videos, podcasts, articles and supporting content, Privcap delivers valuable context for private capital investment, allowing investors to make better decisions and achieve greater success in the private capital asset classes.
Privcap's digital content is universally accessible to all who register, and highly navigable. Our goal is to produce the kinds of quality exchanges of intelligence that market participants expect from seminars and conferences, and to make these available online in a compelling and evergreen digital format. Our signature video programs feature talk-show style panel conversations and interviews. www.privcap.com
Joshua Sobeck, Partner, 747 Capital
Biography to come....
Stephen J. Socolof, Managing Partner, New Venture Partners
Stephen Socolof is a Managing Partner of New Venture Partners LLC (ďNVPĒ). NVP was established in 2001 as a venture capital firm focused on corporate spinout venturing. Specifically, NVP seeks technology-based business innovations within large corporations and their laboratories that the corporation decides are better commercialized externally. NVP works closely with those corporations to manage the development and launch of these opportunities as spinout ventures. NVP itself is a spinout of Lucent Technologies, where it had been one of the most recognized and successful internal venture incubators working to spin technologies out of Bell Laboratories. Mr. Socolof joined Lucent in 1996 as the founding member of the team with the charter to employ a venture-capital model as an alternative commercialization approach for bringing Bell Labs technology to market quickly. In total, the team launched 28 ventures from Bell Labs, raised $400 million of external venture capital, and produced great returns for Lucent.
With offices on both the east and west coasts of the US as well as in the UK and The Netherlands, and with over $700M under management, NVP has become the largest global venture capital firm dedicated to working with corporations on commercialization through spinout of communications and information technologies as well as energy and materials and consumer products and services. In addition to Mr. Socolofís firm management responsibilities, he leads deals in semiconductors, software, storage, and wireless technologies. He is currently a director of EverSpin Technologies, GainSpan Corporation, Own Products, and a board observer of Alverix. He was recently a director of Sychip, Inc. (sold to Murata) and an observer of Flarion Technologies, Inc. (sold to Qualcomm), and Silicon Hive (sold to Intel).
Mr. Socolof has spent his career focusing on corporate innovation. Before joining Lucent, Steve spent eight years with the management-consulting firm Booz, Allen & Hamilton Inc., where he was a leader of the practice focused on enhancing corporate innovation and increasing the productivity of the R&D organization. At Booz, Allen, he worked with many global technology corporations to improve the return on their R&D investments by enabling them to identify and bring new products and businesses to market more quickly and successfully.
Mr. Socolof received an M.B.A. degree from The Amos Tuck School at Dartmouth College where he was a Tuck Scholar. He is currently on the board of the Center for the Study of Private Equity at the Tuck School. He received a B.A. degree in economics and a B.S. degree in mathematical sciences from Stanford University.
Chris Solomon, Director of Capital Markets, Welsh Carson
Biography to come....
Glenn Solomon, Partner, GGV Capital
Glenn Solomon joined GGV Capital as a Partner in the Menlo Park office in 2006. Mr. Solomon has led GGVís investments in Pandora, Successfactors, Isilon, Quinstreet, Square, Conviva and Focus, helping the first four through the initial public offering process. He is also actively involved with GGVís investments in Appirio, BlueKai, Buddy Media and China Talent Group (CTG) as well as new investments in software-as-a-service (Saas) and cloud infrastructure, online marketing and advertising, and human resources technologies. Prior to GGV, Mr. Solomon was a General Partner with Partech International. As head of the Software and Internet Group, he led successful investments in Broadbase Software (acquired by Kana), Datacenter Technologies (acquired by Veritas/Symantec), Digital Island (acquired by Cable & Wireless), Pentasafe (acquired by NetIQ) and Vignette (NASDAQ:VIGN). Earlier in his career, Mr. Solomon worked with Goldman Sachs and also with SPO Partners, a San Francisco-based private investment partnership. Mr. Solomon received a B.A. from Stanford University, where he started on three NCAA championship tennis teams, and an M.B.A from Stanford where he was an Arjay Miller Scholar. He co-founded and remains active with The Spotlight Foundation, a non-profit organization that, for the past 14 years, has been dedicated to funding social entrepreneurs addressing the educational needs of at-risk youth.
Peter B. Spasov, Partner, Marlin Equity Partners
Peter Spasov is a Partner of Marlin Equity Partners, an operations-focused private equity firm with over $1 billion of capital under management. Marlin invests in businesses that are experiencing varying degrees of operational, financial or market-driven change, across a wide range of industries. Prior to joining Marlin in 2005, Mr. Spasov was a Senior Investments Specialist at Northrop Grumman Corporation where he primarily focused on private equity and real estate fund investing and served as a voting member for the approval of new investments. He earned a B.A. in Economics-Accounting from the University of California, Santa Barbara.
Matthew L. Sperling, Managing Director, Head of North American Equity Advisory, Rothschild
Matthew L. Sperling is a Managing Director and Head of North American Equity Advisory for Rothschild. Mr. Sperling has 16 years of capital markets and investment banking experience during which he has lead-managed over $25 billion of equity and equity-linked transactions.
Prior to joining Rothschild in 2011, Mr. Sperling was at Jefferies since 2006, where he was a Managing Director in the Equity Capital Markets group directing the firmís efforts in raising equity capital for leading industrial, basic materials, energy, transportation and clean technology companies. Before joining Jefferies, he was at UBS in New York in the Equity Capital Markets group, where he played a major role in leading that firmís industrials equity practice to the top-ranked position for 2004 Ė 2005. Prior to UBS, Mr. Sperling was in the Equity Capital Markets group and the Global Corporate Finance group at Credit Suisse in New York, where he focused on cross border transactions in particular. He began his career as a lawyer at Simpson Thacher & Bartlett in New York in the securities practice, after clerking on the U.S. Court of Appeals for the Third Circuit.
Mr. Sperling holds a B.A. (magna cum laude) from Harvard College and a J.D. from Yale Law School.
Russell Steenberg, Managing Director, BlackRock
Russell Steenberg has more than 28 years of private equity investment experience. Mr. Steenberg is the global head of Private Equity Partners, having joined the Adviser in July 1999 as founder and head of Private Equity Partners. Mr. Steenberg is also a member of BlackRockís Leadership Committee.
Prior to joining the Adviser, he was a co-founder and Managing Director of Fenway Partners, a middle-market buyout group with $1.4 billion of capital under management at the time of his departure. From 1983 until joining Fenway in 1995, Mr. Steenberg was employed by AT&T Investment Management Company, where he was co-head of the AT&T Pension Fundís $3.6 billion private equity investment portfolio. In that capacity, he participated in sourcing, structuring, executing and monitoring the investments of the AT&T Master Pension Trust in non-publicly traded debt and equity securities and private equity partnerships. While at AT&T and Fenway Partners, Mr. Steenberg made over 100 private equity investments with 36 general partners, committing or investing an aggregate of over $3.6 billion of capital ($337 million to venture capital fund investments, $2.5 billion to other private equity fund investments and $795 million to direct investments).
Mr. Steenberg currently serves on the advisory boards of the following funds or GPs: SKM Equity Fund III, Quadrangle Capital Partners, Lindsay Goldberg & Bessemer, Partech International, Clayton Dubilier & Rice VII, Parallel Investment Partners and THLee VI, and is on the Board of Advisors for the Tuck Center for Private Equity and Entrepreneurship.
Mr. Steenberg received an MBA from the Amos Tuck School of Business at Dartmouth College, an MPA from American University and a BA from St. Lawrence University.
Robert M. Stern, Managing Partner, Castle Hill Investors, LLC
Robert Stern is the Founder and Managing Partner of Castle Hill Investors, LLC, a private investment platform for equity investments in real estate assets, and the purchase of REO, discounted notes and sub/non-performing real estate debt. Castle Hill focuses on investment opportunities which are overlooked by institutional investors, as a result of investment size, geography, asset type or other factors. The firm highly values a current income stream and looks to generate meaningful cash flow as a key component of its investment approach. He is also a Founder and Managing Partner of Castle Hill Housing Partners, an affiliate focused on affordable and subsidized multifamily investments.
Previously, Mr. Stern was a Managing Partner of Perry Capital, a multi-billion dollar hedge fund. At Perry, he was co-founder and Managing Partner of Perry Real Estate Partners, a global real estate private equity vehicle designed to make equity investments in real estate assets, portfolios and operating companies, purchase discounted notes and sub/non-performing debt and securities, and provide mezzanine and bridge financing. Prior to that, Mr. Stern served as a Managing Director of Blackacre Capital Management, the real estate arm of Cerberus Capital Management, a multi-billion dollar private investment management firm. Earlier, he was Director of Asset Services at BDG, Ltd., a privately held, Long Island based commercial real estate firm, where he was responsible for the Asset Management division. Before that, he was associated with Kemper Corporation where he served as a Director and Senior Asset Manager in Chicago, and Barcelona, Spain, with responsibility for the financing, management, administration and disposition of real estate investments, as well as a real estate development business unit. Over his career, Mr. Stern has invested in and financed several billion dollars of real estate assets and companies globally.
Mr. Stern has been a member of the Board of Directors for several privately held real estate companies. He currently serves on the Management Committee of GH Capital, one of the largest affordable housing companies in the U.S, and on the Advisory Board and Investment Committee of Peninsula Investments Group, a Latin America investment fund focused on workforce and middle class housing development. He is a full member of the Urban Land Institute, a founding member of Columbia University's Business School Real Estate Circle, and a frequent speaker at national and international conferences. Mr. Stern holds a BA from Connecticut College and an MBA from Columbia University.
Kathryn J. Stokel, CFA, Managing Director, Chief Operating Officer, Abbott Capital Management, LLC
Kathryn J. Stokel, CFA, with 26 years of private equity investment experience, is a senior investment professional
who also oversees the firmís internal operations and human resource activities. She reviews and
approves investment opportunities, with specific emphasis on analysis and due diligence for
prospective investments, and is engaged in the negotiation of business and legal issues, ongoing
monitoring of investments and profit realization from distributed securities. Ms. Stokel also serves on
several partnership advisory boards. Prior to joining Abbott in 1998, Ms. Stokel was a Portfolio
Manager of a $3.5 billion private equity portfolio at General Motors Investment Management
Corporation. Ms. Stokel received her B.S. in Mathematics from the University of Michigan, her
M.B.A. in Finance from The Wharton School at the University of Pennsylvania and is a CFA
Abbott Capital Management, LLC was founded in 1986 with the objective of providing long-term continuity and accountability for private equity portfolio management. Abbott currently manages approximately $7.0 billion of assets on behalf of institutional clients worldwide, of which over $1.0 billion was committed to its most recent fund of funds, Abbott Capital Private Equity Fund VI, L.P. Abbott is 100% owned by its managing directors, and the firm is recognized for the stability of its partnership and the continuity of its investment relationships.
Jamie Storrow, Managing Director, Northleaf Capital Partners
Jamie Storrow leads Northleafís infrastructure investment advisory program and is primarily responsible for infrastructure deal sourcing, market research, investment due diligence and execution and asset management.
Prior to joining Northleaf in 2010, Mr. Storrow was a Senior Vice President with the Macquarie Group, a leading global infrastructure investment, fund management and advisory firm, where he was directly involved in acquisitions, divestitures, asset management and capital raising. Previously, Mr. Storrow worked in London, UK with Scotia Capital and Morgan Stanley where he specialized in the principal acquisition, financing and securitization of assets across a range of sectors, with a focus on the aerospace industry.
Mr. Storrow received a B.A. degree in Economics (Deanís Honours List) from The University of Western Ontario and an M.Sc in Economics from the University of London, Queen Mary College. He also holds the Chartered Financial Analyst designation.
Reed Sturtevant, Managing Director, Project 11
Reed Sturtevant is co-founder and Managing Director at Project 11, a firm which invests in and assists early stage startups. He is a Lecturer at the MIT Sloan School of Management, and a founding trustee of The Awesome Foundation. Reed was the founding director of Microsoft Startup Labs in Cambridge, Massachusetts. Prior to Microsoft, he was Chief Technology Officer of EONS, Inc. and served as a Managing Director and VP of Technology for Idealab, Boston, which founded several companies including Picasa and Compete. Early in his career Reed was architect and designer of Freelance Graphics, a best selling presentation package acquired by Lotus Development in 1986. Reed is an MIT dropout and holds two software patents that perhaps should never have been granted.
Susan Swanezy, Partner, Hodes Weill & Associates
Susan Swanezy is a Partner at Hodes Weill & Associates. Previously, Ms. Swanezy was a Managing Director and Head of Distribution for Credit Suisse's Real Estate Investments Group. From 2002 to 2007, Ms. Swanezy was a Partner in Deutsche Bank RREEF's Client Relations Group, where she worked with institutional investors across a variety of real estate investment strategies. Ms. Swanezy led the client relations and capital raising efforts for RREEF's global opportunistic funds business. She also spearheaded product development efforts leading to the successful launch of RREEF's global real estate securities business and real estate securities hedge fund. Ms. Swanezy also held senior roles in Deutsche Bank's real estate arm, DB Real Estate, and played a leading role in the firm's acquisition of RREEF. Until 2001, she was an investment banker with Deutsche Bank's real estate investment banking group, the successor entity to BT Alex Brown, providing both public and private debt and equity related products to REITs, private real estate operators and real estate funds. Ms. Swanezy has a BS degree from the School of Foreign Service, Georgetown University. Ms. Swanezy is the President of WX, Inc., New York, representing senior women executives in real estate.
Thecla E. Sweeney, Principal, Birch Hill Equity Partners
Thecla Sweeney is a Principal at Birch Hill Equity Partners, Ms. Sweeney has 11 years of experience in private equity, consulting and operations. She was with Birch Hill's predecessor company, TD Capital, from 2004 to 2005. Prior to joining TD Capital, Ms. Sweeney consulted on the business case for a regional airline and was a consultant at Bain & Company where she worked on a variety of strategy cases in the retail, telecom and financial services industries. Ms. Sweeney also spent three years in the Chairman's Office of George Weston Limited.
Ms. Sweeney received her M.B.A. from the Richard Ivey School of Business, University of Western Ontario where she graduated as an Ivey Scholar and her B.A. (Honours ) from the University of Western Ontario.
Joji Takeuchi, CEO and Cofounder, Brightrust PE Japan
Joji Takeuchi co-founded Brightrust in March 2007. Previously, he was a Partner at Konomi Inc., Japan, and Managing Director and Global Co-head of Trading at General Re Financial Products. Past engagements include funds research (private equity, listed equity and hedge funds), M&A advisory, derivatives trading, financial structuring and risk management, with an extensive network in Japanese GPs and LPs. Mr. Takeuchi earned a BA from Tokyo University, and an MA from Sydney University.
Carsten Thoma, Co-Founder, President & COO, hybris Software
Carsten Thoma is Co-Founder, President & Chief Operating Officer of hybris Software. He is responsible for global operations, marketing and corporate planning in ensuring that hybris continues to be an innovative and growth-oriented enterprise in the global e-commerce software sector. Through the late 1990s and into the mid 2000s, Mr. Thoma focused on building a presence through Central Europe. After establishing a state of the art R&D center in Poland in 2007, he drove hybris' overall North American market entry including marketing and sales as well as operations. He led the team that closed the acquisition of iCongo in August 2011 which further strengthened hybris' North American presence. The acquisition of iCongo has been applauded by both the independent research and finance sectors, including positive reports from Forrester and Gartner as well as recognition as middle market ďDeal of the YearĒ by the M&A Advisor group.
Mr. Thoma began his career at Hewlett Packard, where his ideas for a standardized, yet highly innovative and flexible e-commerce software were the starting point for what would become hybris.
David Toll, Editor in Charge, Buyouts Magazine
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 Jonesís 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.
Matthew Toole, Director, Deals Intelligence, Thomson Reuters
Matthew Toole serves as Director of Deals Intelligence within Thomson Reutersí Investment Banking Division and is responsible for communicating broad M&A, capital markets, private equity and venture capital industry trends through quarterly research reports and the financial media.
Most recently, Mr. Toole was the director of media relations for Thomson Financialís Investment Banking content, which includes mergers & acquisitions, private equity and capital markets.
Prior to this appointment, Mr. Toole managed Thomson Financialís capital markets content strategy and development including debt and equity research and banking contributor relations. Mr. Toole started his career as a research analyst in the fixed income group at Thomson Financial Securities Data.
Mr. Toole received his Bachelor of Science in Biology from Providence College.
Suzanne Troy Cole, Partner, Troy Investment Associates, Inc.
Suzanne Troy Cole has been a Partner of Troy Investment Associates since 1988 and has 24 years of experience in the Institutional Fundraising business. Suzanne is a recognized leader in the industry participating regularly on panel discussions with Dow Jones Private Equity Analyst, Thomson Reuters, IBF and other industry conferences. She has built and maintained an extensive network of contacts through her ability to focus on the investment objectives of busy Institutional decision makers. TIA has raised private equity partnerships for firms who wish to ensure and expedite the successful fundraising of their offerings to the institutional marketplace. Representative TIA clients include private equity firms such as Level Equity Growth Partners, GGV Capital, Vestar Capital Partners, Spark Capital Partners, Vantage Point Venture Partners, Lighthouse Capital Partners and Gemini Israel Funds.
Prior to joining TIA she was a Marketing Consulting Executive with a Fortune 500 company focused on the Business Services sector. She is a graduate of Boston College where she remains involved in several university initiatives. Suzanne is a founding member of the CWBC and actively involved with Programming and the Reunion Gift committees. Suzanne remains very actively with the MMRF, Multiple Myeloma Cancer Research Foundation, since its founding 15 years ago. She is a Registered Representative, Principal and Supervisor of Troy Investment Associates, Inc. member FINRA.
David C. Turner, Managing Director, Head of Private Equity, The Guardian Life Insurance Company of America
Biography to come...
Jason Van Dussen, Managing Director, Golub Capital
Jason J. Van Dussen is a Managing Director in Golub Capitalís Capital Markets team, overseeing Loan Syndications, Trading, and Structuring. Prior to joining Golub Capital, Mr. Van Dussen was a Managing Director and Head of Loan Sales for CIT. Prior to CIT, Mr. Van Dussen spent two years as Managing Director and Head of Capital Markets for FirstLight Financial Corporation. At FirstLight, Mr. Van Dussen led all capital markets activities and resided on the investment committee. Mr. Van Dussen also worked for 12 years at GE Capital, where he was most recently a Senior Vice President in middle market loan sales and structuring. Mr. Van Dussen graduated with honors from Michigan State University with a B.A. in Finance and holds an M.B.A. from Columbia Business School.
Hendrik Vroege, Partner, EBF & Associates
Hendrik Vroege is a Partner at EBF & Associates, a Minneapolis based privately-held registered investment advisor specializing in alternative investment strategies. The firm was founded in 1988 and currently has $1.9 billion in committed capital across five funds. Mr. Vroege has more than 20 years of investing experience in Real Estate and Energy-related sectors. Specific strategies within Real Estate that Mr. Vroege has focused on include entitled land, finished lots, distressed mortgages, bulk purchases of new and foreclosed homes, and loans to homebuilding companies. Prior to joining EBF in 2004, Mr. Vroege managed capital at Fortis Group. Mr. Vroege graduated with a bachelorís degree in finance at the University of Oregon and earned a Master of Business Administration degree from the Rotterdam School of Management.
Christopher J. Walker, Principal, HarbourVest Partners, LLC
Christopher J. Walker joined the Firm in 1998 as an associate in the secondary partnership group. In 1999, he joined the primary partnership group and has focused most of his efforts on U.S. venture capital and buyout investments. He became a vice president during 2003 and a principal in 2007. Mr. Walker also has extensive experience working on the healthcare sector, as well as primary partnerships in Canada. He currently serves on the advisory committees for partnerships managed by Caltius Capital Management, Camden Partners, Columbia Capital, Enterprise Partners, Essex Woodlands Health Ventures, Galen Associates, Mission Ventures, Sanderling Ventures, Valhalla Partners, Vector Capital, and The Wicks Group. Prior to graduate school, Mr. Walker served as a pilot in the United States Navy for 11 years, flying the P-3 Orion aircraft, and achieved the rank of Lieutenant Commander. He received a BS in Finance from Providence College in 1986 and an MS in Finance from the Carroll School of Management Program at Boston College in 1998.
Greg Warnock, Co-Founder, Mercato Partners
Greg Warnock, PhD is a co-founder and managing director of Mercato Partners, a growth equity investment firm. His operating experience spans retail, technology, business services and consumer products businesses. Greg currently serves on the board of directors for Skullcandy (NASDAQ: SKUL) where he serves as the chairman of the nominating and corporate governance committee.
Prior to Mercato Partners, Greg Warnock was a co-founder and managing director of the venture capital firm, vSpring Capital. Greg was principal in more than 20 M&A transactions prior to vSpring and launched and operated 21 businesses. Greg has been named as one of Utah's most influential people, Utah Business Outstanding Director, the 2009 Business Mentor of the Year and was honored with the Supporter of Entrepreneurship Award at the Ernst & Young Special 20th Anniversary Gala Event. Greg received a B.S. in computer science and a Masters of Business Administration from the University of Utah and a Ph.D. in Entrepreneurship and Venture Finance at the University of Utahís David Eccles School of Business.
Gus Weber, Entrepreneur in Residence, Polaris Venture Partners
Gus Weber is an Entrepreneur in Residence who brought over 10 years of experience in technology and management to Polaris Venture Partners in 2011. At Polaris, Mr. Weber oversees @Dogpatchlabs labs Boston and Palo Alto, which is Polarisí community and workspace for entrepreneurs. @Dogpatchlsbs, he focuses his work on seed and early stage companies across internet based technology, social and consumer markets.
Prior to Polaris, Mr. Weber held senior leadership roles in the office of the Chief Software Architect at Microsoft (MSFT). As a core member of the leadership team, he oversaw business development and community relations for the Microsoft New England Research and Development (NERD) Center, in Boston MA, working to grow the site to over 800 engineers, representing all major lines of Business for Microsoft and transforming the image of Microsoft amongst key stake holders in the New England Market.
Prior to joining Microsoft, Mr. Weber held various staff and management roles at the Rochester Institute of Technology (RIT), where he is also an alumnus. Mr. Weber currently serves on the Boards of StreetWise Media, MITX, Governor of MA IT Collaborative, University of Pittsburgh, School of Information Science Deanís Advisory Council, The Capital Network, and the City University of New York, City College Computer Science Advisory Board. Gus resides just outside of Boston, MA with his wife and son.
Timothy P. Wegener, Managing Director Ė Private Investments, Thrivent Financial for Lutherans
Tim Wegener is a managing director in the private investment group for Thrivent Financial for Lutherans. Based in Minneapolis, he co-heads the group that invests in private equity funds, provides mezzanine debt financing to middle-market companies and makes equity co-investments. The group manages a private equity fund portfolio with $1.5 billion in commitments and a mezzanine and co-invest equity portfolio of $500 million.
Mr. Wegener started his career in 1994 with Strong Capital Management and in 1997 he joined Northwestern Mutual in their private investment group, focusing on mezzanine and equity co-investments. In 2006 he moved to his current position with Thrivent.
Mr. Wegener is a board member of MBI Energy Services, London Broadcasting, SNI Companies and Dixie Electric. He also holds numerous board observer seats. Tim earned his B.A. in economics and international business from Carthage College and his MS in Finance, Accounting and Banking from the University of Wisconsin-Madison.
Mark Weisdorf, Managing Director, CEO, J.P. Morgan Asset Management Infrastructure Investments Group
Mark Weisdorf is Managing Director and CEO Infrastructure Investments at J.P. Morgan Asset Management Ė Global Real Assets, managing approximately $4 billion in client capital. He brings over 30 years of investment experience to the firm. Prior to joining JPMAM in 2005, Mr. Weisdorf was head of Private Market Investments at the Canada Pension Plan Investment Board, responsible for Private Equity, Real Estate and Infrastructure investment strategies. He also held senior investment banking and equity capital markets positions with CIBC World Markets and HSBC Securities (Canada) where he was Deputy CEO. Mr. Weisdorf is a CA, CFA and CBV (Chartered Business Valuator). He has a B.Comm. degree from the University of Toronto.
Andy Weissman, Partner, Union Square Ventures
Andy Weissman is a partner at Union Square Ventures. Andy began his career in the Internet at AOL in the mid-90s, then managed a series of venture funds with Dawntreader Ventures. In 2007 he co-founded betaworks, which both created and invested in social, real-time applications and services. Andy was born in New York City and has a BA from Wesleyan University and a JD from Georgetown.
Brian K. Welker, Investment Director, Allianz Capital Partners, Inc.
Brian Welker leads the Americas investing activities of Allianz Capital Partners, Inc., the private equity fund investing division of Allianz Group, a leading insurer headquartered in Munich, Germany. The ACP portfolio comprises Ä6bn in committed assets to managers (primarily growth equity and buyout) investing throughout Europe, Asia and the Americas. The ACP team executes their strategy from offices in Munich, Singapore and New York. Mr. Welker has been employed by ACP since 1998. He has experience in primary, secondary and co-investment transactions and currently serves on several Advisory Boards. Mr. Welker earned a B.S. in Accounting from York College of Pennsylvania and an M.S. in Finance from Loyola College in Maryland. He serves on the Board of Trustees of York College of Pennsylania and Greens Farms Congregational Church. He resides in Westport, CT with his wife and young son.
Patrick Weston, Managing Partner, Azalea Capital
R. Patrick Weston, CFA is a Managing Partner of Azalea Capital, a private equity firm, headquartered in Greenville, South Carolina, which seeks to provide strategic equity capital to privately owned, lower middle-market firms in the Southeastern United States to facilitate management buyouts, business recapitalizations, and growth plans. Mr. Weston joined Azalea Capital in 1999 and he is actively involved with all of the firmís investing activities thru its three partnerships. Mr. Weston has worked extensively in recent years originating, structuring, and managing lower, middle market investment transactions. He currently serves on the board of directors of a number of Azalea portfolio companies.
Prior to Azalea, Mr. Weston served as vice president of Transamerica Mezzanine Financing and as a portfolio manager with Liberty Capital Advisors. He received a BA in Finance from the University of South Carolina and he received a Masters of Business Administration from the Fuqua School of Business at Duke University.
Gordon J. Whiting, Managing Director and Portfolio Manager, Angelo, Gordon
Gordon J. Whiting joined Angelo, Gordon in 2004 and is the founder and Senior Portfolio Manager of the firmís net lease real estate strategy. Mr. Whiting has over 18 years experience in this industry and previously was an Executive Director of W. P. Carey & Co. LLC. He was also the President and Portfolio Manager of Corporate Property Associates 14, Incorporated, one of W. P. Careyís publicly-held, non-traded real estate investment trusts (with over $1.2 billion in assets) that invest in net leased commercial and industrial properties. From 2002 to 2010, Mr. Whiting was a member of the five-person Federal Retirement Thrift Investment Board (the ďFRTIBĒ), a position to which he was nominated by President George W. Bush and confirmed by the U.S. Senate. The FRTIB oversees the over $290 billion of 401(k) type retirement accounts (the Thrift Savings Plan) for most Federal employees and military personnel. Mr. Whiting received a B.S. degree from Cornell University and an M.B.A. degree from Columbia University.
Howard Widra, CEO, MidCap Financial
Howard Widra is a co-founder of MidCap Financial and its Chief Executive Officer. Prior to MidCap, Mr. Widra was the founder and President of Merrill Lynch Capital Healthcare Finance. Mr. Widra and the senior team at MidCap grew Merrill Lynch Capital Healthcare Finance into an industry leader in all of the product areas on which MidCap focuses today. Prior to Merrill Lynch, Mr. Widra was President of GE Capital Healthcare Commercial Finance and held senior roles in its predecessor entities including President of Heller Healthcare Finance, and COO of Healthcare Financial Partners.
Mr. Widra holds a J.D., Cum Laude, from the Harvard Law School and a B.A. in Economics from the University of Michigan.
Kelly M. Williams, Global Head, Customized Fund Investment Group, Credit Suisse
Kelly is a Managing Director and Global Head of the Customized Fund Investment Group. CFIG manages over $27 billion of client commitments to private equity and venture capital funds, and specializes in designing tailored portfolios for investors. In addition, CFIG provides portfolio management services for over $90 billion of client commitments to private equity, including customized reporting and back office solutions. Ms. Williams was an Executive Director 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.
William G. Winterer, Partner, Capital Markets, Parthenon Capital Partners
William G. Winterer has over fifteen years of corporate finance, investment banking and investment experience with middle market companies. At Parthenon, Mr. Winterer is responsible for the firmís capital market efforts which include raising capital and performing corporate finance advisory services for new investments and portfolio companies. In addition, he develops and manages relationships with deal intermediaries, investment banks and financing sources. Prior to joining Parthenon in 2003, Mr. Winterer was a senior member of FleetBostonís (now Banc of America Securities) leverage finance practice and involved in all aspects of the business including sponsor coverage, private placements, mezzanine finance, high yield capital markets and loan syndications. In his tenure at FleetBoston, he structured and raised over $3 billion of non-investment grade senior and junior debt capital for middle market clients in the public and private markets via both loan and bond executions. In this capacity he developed relationships with numerous companies, investors and other capital market participants in addition to working with internal credit, underwriting and market-risk committees. He also has extensive experience in the secondary debt markets and has advised on and executed numerous amendments, tender offers and restructurings on behalf of both corporate issuers and lenders/investors. Mr. Winterer began his career at KPMG in New York City where he held multiple positions. After starting in the audit practice, he moved into the M&A advisory group where he worked on sell-side and buy-side investment banking assignments and performed various strategic alternative analyses. His last position at KPMG was an assignment with SPP Capital, a middle market investment bank, where he led teams in originating, structuring and arranging equity, mezzanine and senior debt financings. Mr. Winterer has a B.A. from Williams College, an M.B.A. from New York University, and was qualified as a Certified Public Accountant.
Kenneth M. Wisdom, Managing Director, Portfolio Advisors
Kenneth M. Wisdom is a Managing Director of Portfolio Advisors and serves as a voting member of the firmís Investment Committee. Mr. Wisdom has been with Portfolio Advisors since 2002 and serves as Head of Portfolio Advisors real estate investment and advisory team. Previously he was a Managing Director and founding principal of PrivateTrade, a real estate and private equity secondaries advisory firm. Before PrivateTrade he served as the Private Equity Officer for the University of California Office of the Treasurer responsible for its $3 billion private markets program; and prior to that, the Senior Investment Analyst for Alternative Investments for the Massachusetts Pension Reserves Investment Management Board responsible for its real estate and private equity programs. Mr. Wisdom has also held senior positions at Douglas Elliman Real Estate where he was involved with residential and commercial property acquisitions, dispositions, management, and leasing. He is a member of PREA, ULI, a former member of the ILPA and has served or is serving as an Advisory Board member of several real estate and private equity partnerships. (B.A. and Masters of Public Administration from Cornell University, and M.B.A. from the Amos Tuck School at Dartmouth)
Chris Yang, Managing Partner, Grove Street Advisors
Chris Yang is a Managing Partner of Grove Street Advisors and a member of the firm's Investment Committee. He is an active investor in micro and mid-market buyouts with a particular interest in distressed opportunities, as well as technology-oriented growth and venture funds. Mr. Yang takes leadership responsibility for GSA's strategy and portfolio development in Asia. He also leads GSA's secondary fund investing activities with principal responsibility for both execution and management of intermediary relationships.
Prior to joining Grove Street in 2001, Mr. Yang was a consultant with Integral, Inc. and Alliance Consulting Group where he worked on strategy development for a number of large technology companies across the software and telecommunications industries. In addition, he has held various operating positions with Internet companies such as HomeGrocer, SchoolStop and Rotten Tomatoes. Mr. Yang was an Associate with Seed Capital, SOFTBANK's early stage venture affiliate in Boston. Mr. Yang worked at Bain & Company on its eVolution joint venture with Texas Pacific Group and Kleiner Perkins, as well as the law firm of Bingham McCutchen.
Mr. Yang holds an S.B. from MIT, a J.D. degree from Harvard Law School and an MBA from the MIT Sloan School of Management. He is a member of the Massachusetts Bar Association.
Jay A. Yoder, CFA, Partner, Head Of Real Assets, Altius Associates
Jay Yoder is Partner and Head of Real Assets at Altius Associates, a global private equity advisory firm with over $22 billion in assets under management or advice (www.altius-associates.com). His expertise and area of focus is energy, timber, mining, and infrastructure investing where he has committed over $800 million to more than 30 funds during his career.
Previously he worked at a start-up asset management firm, where his primary responsibility was managing a real assets fund-of-funds. From 1994 through 2004, Mr. Yoder successfully managed endowments at Smith and Vassar Colleges. During his tenure at both colleges, their endowments earned first quartile returns and exceeded the collegesí composite benchmarks. Mr. Yoder also spent seven years with an investment consulting firm.
Mr. Yoder has served on investment committees at various non-profits for over 12 years. He currently chairs the investment committee of Albright College, which earned top quartile returns for the five years ending June 30, 2011. He also advises the investment committee of the Winston-Salem Foundation.
Mr. Yoder authored a book entitled Endowment Management: A Practical Guide and a booklet entitled The Investment Committee. Both were published by AGB and are available at www.agb.org. He has also written numerous articles for, and been quoted in, publications such as Pensions & Investments, Fortune, Business Officer, and Global Investment.
Mr. Yoder holds an M.B.A. from Vanderbilt University and a B.A. from Albright College. He earned his Chartered Financial Analyst (CFA) designation in 1992.
David York, Managing Director, Top Tier Capital Partners
David York is Managing Director of Top Tier Capital Partners. He is responsible for the day-to-day management of the firm, and the development and growth of its funds of funds and co-investment offerings. Mr. York currently serves on the advisory committees for ten venture capital firms. Prior to the formation of Top Tier, Mr. York was a Managing Director with Paul Capital, overseeing the firmís venture capital fund of funds offerings. Before joining Paul Capital, Mr. York was Managing Director of Equity Capital Markets Trading Services at Chase H&Q, which provided exit strategies to the worldwide private equity community. Prior to H&Q, he managed Volpe Welty & Companyís Corporate and Venture Services Group, and founded the Specialty Equity Transaction group at Drexel Burnham Lambert. Mr. York began his career as an Executive Consultant at Paine Webber. He received his B.S.E. in Industrial and Systems Engineering from the University of Southern California in Los Angeles.
Frank M. Young, Managing Director, Sverica International
Frank M. Young is a Managing Director in Sverica's San Francisco office. He officially joined Sverica in January 2007, but has worked closely with the team since 2003 as the CEO of PsPrint, LLC, a Sverica portfolio company.
During Mr. Young's tenure at PsPrint, revenues were quadrupled and the original projections for growth were revised and significantly increased. Mr. Young is also actively involved on the boards of portfolio companies Accuvant, Care Factor, Magellan's, MC Sign, Sheet Music Plus, and Syscon Justice Systems.
Prior to partnering with Sverica on PsPrint, Mr. Young worked in San Francisco with another middle market private equity firm called Alpine Investors and in the Mergers & Acquisitions Group at Robertson Stephens.
Mr. Young relocated to the Bay Area in 2000 after spending most of his life in the southeast. Born and raised in Alabama, Mr. Young received an MBA from the Fuqua School of Business at Duke University and a BA from Wake Forest University. Mr. Young has also received the designation Chartered Financial Analyst from the Association of Investment Management and Research / CFA Institute. He lives with his wife, daughter, and son in Mill Valley.
Mark W. Yusko, CEO & Chief Investment Officer, Morgan Creek Capital Management
Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek, Mr. Yusko was President, Chief Investment Officer and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Throughout his tenure, he directly oversaw strategic and tactical asset allocation recommendations to the Investment Fund Board, investment manager selection, manager performance evaluation, spending policy management and performance reporting. Total assets under management were $1.5 billion ($1.2 billion in endowment assets and $300 million in working capital). Until 1998, Mr. Yusko was the Senior Investment Director for the University of Notre Dame Investment Office where he joined as the Assistant Investment Officer in October of 1993. He worked with the Chief Investment Officer in all aspects of Endowment Management. Mr. Yusko received his Bachelor of Science Degree, with Honors, in Biology and Chemistry from the University of Notre Dame and a Masters of Business Administration in Accounting and Finance from the University of Chicago. He is an Advisory Board member of a number of private capital partnerships and alternative investment programs and has served as a consultant on alternative investments to a select group of institutions. Mr. Yusko is currently a Board member of the MCNC Endowment and The Weaver Foundation.
Eric Zoller, Co-Founder and Partner, Sixpoint Partners
Sixpoint Partnersí Co-Founder and Partner Eric Zoller helps set the firmís strategic direction and helps lead all aspects of the firmís operating, distribution, origination and new business initiatives. He also leads the firmís secondary advisory business. In addition to managing key general partner relationships, Mr. Zoller plays an important role in distribution covering select insurance companies, public pension plans, foundations, endowments, registered investment advisors, fund-of-funds and sovereign wealth funds globally.
Mr. Zoller began his career in the M&A department at White & Case following which he joined Merrill Lynch & Co. in New York on the money market underwriting and trading desk, where he ran the firmís short-term debt origination efforts nationally. Mr. Zoller later joined the Public Finance Group and later the Public Infrastructure Finance Group at Merrill, where he had senior relationship management and origination responsibilities. He is a graduate of the University of Pennsylvania and The University of Pennsylvania Law School.