Anne is the Head of CSC’s U.S. Fund Services. Anne has been active in the private equity industry since 1993 and maintains her long-standing passion for bringing best in class investor reporting experience along with business process improvements to the private capital industry. From the time she started as a general partner, she adopted the mindset of “isn’t there a better way” for her firm and the investors they serve. That thinking was a driving force behind her founding PEF Services in 2002 and maintaining her position of President and CEO of the firm until its sale to CSC in May of 2021. PEF Services, a CSC company, continues to break new ground in meeting the industry’s biggest challenges for private capital funds of every type, size, and structure supported by an amazing team of people and innovative, purpose-built technologies.

Anne is a frequent speaker for industry organizations and actively participates on task forces for key industry organizations such as NCREIF/ PREA and the CFA Institute. She has received business awards recognizing her as a leading business executive and entrepreneur and she is active with local university entrepreneurial programs.

Anne, a Chartered Financial Analyst (CFA), holds a Bachelor of Science in Finance from Lehigh University and an MBA from New York University Stern School of Business.

CSC, the world’s leading provider of business, legal, tax, and digital brand services, acquired PEF Services LLC (PEF), a leading provider of technology-enabled fund administration services to private capital firms and their investors, including private equity, private debt, venture capital and U.S.-based small business investment companies (SBICs), in June 2021.

By combining its global financial markets offering with PEF, CSC established itself as the highest-quality fund services provider in the U.S., and a leading global partner for alternative asset managers and capital markets participants. CSC offers a full suite of core and specialized services provided by industry experts and supported by ViewPoint, a purpose-built portal delivering greater visibility and real-time access to underlying investment performance data sourced directly from the official books and records of the fund.

With more than a 20-year track record of delivering best-in-class solutions to funds and general partnerships, CSC focuses on meeting the unique administration and data needs of limited partners investing in illiquid alternative assets.

For more information about our services, visit cscgfm.com and pefservices.com.

Sylvia is a Principal with the Transaction Services practice of Grant Thornton LLP’s Chicago office and the national Asset Management Valuation Leader. She has over fifteen years of valuation and business advisory experience.

Sylvia specializes in providing valuation services for financial reporting, litigation, and tax purposes spanning many industries but with a particular emphasis on private equity, financial services, airlines, technology, gaming, hospitality, manufacturing, and healthcare. Sylvia has also provided valuations for transaction advisory, management and strategic planning, bankruptcies, divestitures, and restructuring purposes.

Sylvia has significant experience in assisting public and private clients in the application of complex accounting literature for financial reporting and tax valuations. She has also advised and prepared clients to address and defend the adequacy of liquidity with respect to financial covenants, pre-transaction valuation analyses, operating and financial leverage, and recapitalization initiatives with auditors, lenders, Board of Directors, and investors.

Sylvia’s valuation experience encompasses a variety of matters including purchase price allocations, goodwill impairment studies, divestitures, carve-outs, portfolio investment valuations, capital impairment testing, and common and preferred stock valuations.

Prior to joining Grant Thornton, Sylvia was a financial consultant at Huron Consulting Group with a focus on valuation, forensic investigations, and litigation.

Grant Thornton LLP (Grant Thornton) is the U.S. member firm of Grant Thornton International Ltd, one of the world’s leading organizations of independent audit, tax and advisory firms. Grant Thornton has revenues of $1.92 billion and operates more than 50 offices. We’re not the professional services firm you think you know. We believe business should be more personal and that the strongest results start with trust. We’re different. And that’s a good thing.

Mr. Cunningham has overall responsibility for all matters relating to accounting, financial control, taxation, fund administration and reporting and regulatory compliance for the Helios group entities. An experienced private equity finance and administration executive with 32 years in the industry, he served as Chief Financial Officer and Chief Operating Officer for Barclays Private Equity (“BPE”) for six years prior to joining Helios in May 2008, and previously as Director, Head of Finance & Product Control Projects at Barclays Capital. His responsibilities included the reporting and administration of various managed funds as well as internal reporting / administration for BPE’s proprietary business. Mr. Cunningham is Chairman of the International Private Equity and Venture Capital Valuation Guidelines (“IPEV”) Board. Prior to joining Barclays, he worked within the finance functions of various major investment banks, including Deutsche Bank and Credit Suisse, since qualifying as a Chartered Accountant with Ernst & Whinney in 1989. He graduated with a BS (Hons) in Mathematics from Imperial College.

Established in 2004, Helios Investment Partners is the largest Africa-focused private investment firm, with a record that spans creating start-ups to providing expanding companies with growth capital and expertise. The firm is led and managed by a predominantly African team based in London, Paris, Lagos and Nairobi, with the language skills and cultural affinity to engage with local entrepreneurs, managers and intermediaries on the continent. Helios leverages its local and global networks to create attractive proprietary investment opportunities, with an emphasis on building market leaders in core economic sectors and driving performance through a highly engaged approach to portfolio operations. The firm’s unique combination of a deep knowledge of the African operating environment, a singular commitment to the region and a proven capability to manage complexity, is reflected in its diverse portfolio of growing, market-leading businesses and its position as a partner of choice in Africa. Helios is the largest emerging markets-focused private equity firm, and second mainstream private equity firm globally, to receive B Corp certification. B Corp status recognizes the firm’s long-standing commitment to sustainability and responsible business practices.

Kimberly D. Futrell is Chief Financial Officer and Chief Compliance Officer of Pharos Capital Group. Ms. Futrell is responsible for managing and overseeing accounting, budgeting and forecasting, cash management, tax, audit, investor reporting and human resources. In addition, Ms. Futrell oversees and monitors the implementation of the firm’s SEC compliance program.

Prior to joining the company in 2000, Ms. Futrell was with a NYSE listed company from 1995 to 2000 where she worked in accounting, financial modeling, planning and analysis. Prior to that, she worked as an accountant in private industry. Ms. Futrell graduated from Lubbock Christian University with a B.S. in Business Administration.

Founded in 1998 and headquartered in Dallas and Nashville, Pharos Capital Group is a physician-founded private equity firm focused on growing healthcare companies that lower the total cost of care, improve patient outcomes and expand access to care. Pharos’ mission is to reduce healthcare inequalities in underserved markets.

Jeffrey Gilbert is the Chief Operating Officer and General Counsel of Carnelian Energy Capital Management, L.P., where he oversees Carnelian’s administrative, compliance and legal functions. Mr. Gilbert focuses on fund and corporate matters and other strategic firm projects, in addition to serving as a resource to Carnelian’s portfolio companies. Prior to joining Carnelian, Mr. Gilbert was an attorney in the Houston office of Bracewell LLP, an international law firm. Mr. Gilbert grew up in Houston, Texas, and received a Bachelor’s of Journalism with highest honors from The University of Texas at Austin and a J.D. with honors from The University of Texas School of Law.

Carnelian Energy Capital is an investment firm based in Houston, Texas. With approximately $1.8 billion of cumulative equity commitments, Carnelian focuses on opportunities in the North American energy space in partnership with best-in-class management teams.

James Jefski is a Managing Director and the Regional Head of State Street’s Alternatives Segment in North America. He is responsible for the strategic direction, growth and performance of our hedge and private markets administration service across North America. Most recently James was the Private Equity and Private Credit owner within State Street’s Private Markets Client Solutions group where he provided client, prospect and market coverage for these asset classes as well as structured and drove the firm’s growth strategy in these areas. Previously, he led State Street’s Private Credit accounting and administration services teams between 2007-2014, which covered multiple private fund structures and he also oversaw the launch and management of their BDC focused team.

James joined State Street from a Director position at Investors Bank & Trust where he was associated since 1999 supporting Private Equity, Hedge and Structured Loan products.

James earned a Bachelor of Science degree from Siena College and a Masters in Business Administration from the Carroll School of Management at Boston College.

State Street Corporation (NYSE: STT) is one of the world's leading providers of financial services to institutional investors. With US$38.8 trillion in assets under custody and administration, and US$3.5 trillion* in assets under management as of December 31, 2020, we operate globally in more than 100 geographic markets with approximately 39,000 employees worldwide.

We offer a fully integrated array of products and services to support sophisticated investors in developing and executing their global investment strategies, enhancing their returns, as well as evaluating and managing risk. We are widely regarded as one of the leading custodians, serving a range of clients, including asset managers, asset owners, alternative asset managers, official institutions and insurance firms.

Our services represent a full range of integrated business solutions – acting as single point of contact for our clients. Rather than just reporting transaction processing activity, we deliver information captured across multiple systems that clients can access from their desktops and analyse via their software applications.

*Assets under management as of December 31, 2020 include approximately US$75 billion of assets with respect to SPDR® products for which State Street Global Advisors Funds Distributors, LLC acts solely as the marketing agent. State Street Global Advisors Funds Distributors, LLC and State Street Global Advisors are affiliated.

Colin MacLeod is the VP of Strategy and Operations at Apperio, the cloud-based legal spend analytics and matter tracking platform. He has deep expertise in transformation and risk management having previously headed Business Operations for Nested and worked as a consultant with McKinsey’s Recovery and Transformation practice.

The Apperio legal spend management platform is specifically designed for in-house legal and finance teams. With ever-increasing scrutiny over how investors’ funds are deployed, Apperio helps PE firms to track the ongoing costs associated with fundraising, oversee the investment matters currently in progress with external firms, improve the predictability and efficiency of legal spend, and safeguard regulatory compliance."

In terms of sales collateral I will send across our latest content pieces to you shortly. We have some brand new pieces being launched at the end of this month which will fit in really well with our roundtable theme.

Drake Paulson is Managing Director of Nasdaq Private Fund Services, where he leverages his deep subject matter expertise across sales, account management, and strategic planning responsibilities.

Drake joined Nasdaq in 2015 with the acquisition of TopQ Software Ltd, a private equity performance analytics solution, which he co-founded in 2013. TopQ’s unique functionality to create, share, and analyze private equity track records was a direct result of its founders’ experiences in private equity investing and software design and delivery.

Prior to founding TopQ, Drake held positions at Vitech Systems Group, Atlas Venture, JPMorgan, and State Street. Drake holds a B.A. in Economics from the University of Connecticut.

Nasdaq Private Fund Solutions is a technology-enabled ecosystem of insights, analytics and fund secondaries solutions, helping GPs navigate operational complexity across fundraising, portfolio analytics and fund liquidity.

Nasdaq’s eVestment platform helps GPs streamline their path to fundraising success by providing unparalleled access to critical insights across the investor and consultant landscape, their peers and competitors, and their own portfolio performance.

The Nasdaq Fund Secondaries platform enhances the end-to-end secondaries process for GPs and their LPs to increase liquidity opportunities through a customizable technology and services platform built to handle secondary transactions in funds of any type.

Learn More: https://www.nasdaq.com/solutions/private-fund-solutions

Tom Pittman has worked with some of the world’s largest private capital firms, traditional asset managers, banks, and insurance companies helping them digitally transform their executive incentives, carried interest, and co-investment plans. During his tenure, he has helped captive and independent private equity organizations ranging in employee size from a handful of investment professionals to several hundred. He is a frequent speaker at private capital industry conferences and authored “Carried interest employee incentive structures” for the book The Definitive Guide to Carried Interest, published by Private Equity International. A twenty-five year veteran of the financial services industry, Tom has held business development roles with Merrill Lynch, Automatic Data Processing, and The Newport Group. He joined EWM Global in 2011 as Managing Director and Chief Marketing Officer and oversees all business development at the firm.

Founded in 2001, EWM Global is a global provider of digital carried interest and co-investment technology. With all data on one platform, our clients are empowered to access and manage data as required while innovative technologies drive our cloud-enabled services. It is our mission to replace outmoded processes and to alleviate inefficiencies and risks of in-house administration of the GP incentive lifecycle - from carry waterfall calculation all the way to payment to the firm’s deal team.

With offices in Stamford, CT; London, U.K.; and Zurich, Switzerland, EWM Global serves over 350 funds, managing a combined asset total of over $500bn.

Sanjay Sanghoee is COO, CFO and CCO of Delos Capital, a lower middle market private equity fund launched in 2013 and based in New York City. Mr. Sanghoee has more than 15 years of experience in investment banking and private equity. He is responsible for coordinating all aspects of Delos’ operations, strategic direction, and fundraising. Mr. Sanghoee has spoken at Super Return conferences in both Boston and Amsterdam and is a periodic contributor to FORTUNE, TIME and other publications on business topics.

Prior to joining Delos, Mr. Sanghoee worked in the Mergers & Acquisitions groups at Lazard Freres and Dresdner Kleinwort Wasserstein, and at Ramius Cowen, a multi-billion dollar multi-strategy hedge fund. Mr. Sanghoee has an MBA from Columbia Business School and a BS in Computer Science from the Columbia School of Engineering.

Delos, founded in 2013, is a private equity fund that partners with strong management teams and strategic owners to invest in lower middle market companies. Based in NYC, the Delos team comes from large Wall Street firms and brings big PE experience to the lower middle market to execute a buy and build strategy and navigate complexity.

Daren Schneider, Chief Financial Officer and Chief Compliance Officer, joined JLL Partners in 2018. Mr. Schneider, a finance professional with over 25 years of experience in private equity, plays a leading role in the firm's management, including operations, finance, compliance, accounting, tax and HR. Prior to joining JLL, Mr. Schneider worked at First Reserve Corporation, Credit Suisse, the Blackstone Group, Viacom, and Deloitte. Mr. Schneider earned a B.S. in Accounting and a M.B.A. in Finance from LIU Post School of Professional Accountancy and is a CPA certified in the State of New York.

JLL Partners, LLC is a private equity firm focused on making value-oriented, control, private equity investments in middle market companies across healthcare, industrial and business services sectors in the United States. Established in 1988, JLL has invested approximately $5.5 billion.

With more than 30 years in private equity, Béla Schwartz has been the Chief Financial Officer at Riverside since 1998. Mr. Schwartz holds an MBA in finance from the University of Michigan; a master’s in music from Northwestern University and bachelor degrees in music and psychobiology from Oberlin College.

The Riverside Company is a global investment firm focused on being one of the leading private capital options for investors, business owners and employees at the smaller end of the middle market by seeking to fuel transformative growth and create lasting value. Since its founding in 1988, Riverside has made more than 800 investments. The firm's international private equity and structured capital portfolios include more than 140 companies.