Joshua Cherry-Seto joined StartUp Health in 2022, responsible for all financial and operating functions. Before StartUp Health, Josh served as Managing Director, CFO & CCO at Blue Wolf Capital Partners for nine years, supporting the firm's growth from about $100M of invested capital in 2013 to $3B of AUMs in 2022. Josh served on Blue Wolf’s ESG committee and was responsible for fund and management company reporting to the Limited Partners as well as the SEC and other regulatory agencies; coordination with and support of Blue Wolf’s portfolio companies' CFOs; and the investment and tax structuring of potential platform, add-on, and co-investment opportunities.

Previously, Josh worked for five years as a portfolio and finance manager at Grove International Partners, a global opportunistic private equity real estate fund manager. From 2001 to 2008, Josh held various positions within Citigroup, acting principally as a Vice President with responsibilities including financial planning and analysis, tax structuring, SEC registration, and systems implementation within various units. Josh began his career holding several roles within the organized labor movement.

Josh received a BS from the Cornell University School of Industrial and Labor Relations, a post-graduate certification in Executive IT Management from Columbia University, and a MBA from New York University’s Stern School of Business.

StartUp Health is on a mission to achieve health moonshots and improve global health and wellbeing. We are investing in a global army of Health Transformers, over the next several decades, so that together we can speed up innovation, increase the probability of success and help billions of people live healthier, happier lives. There are five key components to the StartUp Health platform:

• We invest early and support Health Transformers through every stage of growth.
• We unite these entrepreneurs, and their companies, into one connected community focused on achieving health moonshots.
• We leverage the power of our global modern media network and brand to broadcast stories about the progress being made in achieving health moonshots.
• We build global partner networks to support these health moonshots and the entrepreneurs solving them.
• We grow health moonshot funds to invest in a generation of Health Transformers around the world.

Since 2011, we have invested in more than 400 innovative health companies. Through a family of Health Moonshot Funds, our plan is to invest and support thousands of entrepreneurs who are working to improve the health and wellbeing of everyone in the world. StartUp Health has a unique model for investing designed to support entrepreneurs at any stage of growth (from a fast-scaling company that just raised a Series A round to two doctorpreneurs who are just getting started or undergoing tech transfer). We invest in Health Transformers from around the world (our portfolio spans 27 countries and six continents) and across any of our Health Moonshots. Entrepreneurs join our global army of Health Transformers and receive a powerful combination of community-driven entrepreneurial coaching and a dedicated media platform designed to increase an entrepreneurs probability of success (the survival rate of a StartUp Health company is currently 80%, including companies that have been acquired). Our platform is designed to foster collaboration so that together we can learn from each other, share networks and solve seemingly impossible health challenges more quickly.

Katherine T. B. de Mul (Kate) joined KKR in 2007 and leads the global Client Services Team and participates in investor relations, operations and capital raising activities for KKR. Prior to her current role, Ms. de Mul directed investor relations for KKR Private Equity Investors, L.P. Before KKR, she was an investment strategist and U.S. equity research analyst covering the e-learning sector at Goldman Sachs. Ms. de Mul holds a B.A. from Williams College and an M.B.A. with a concentration in Financial Management from the Sloan School at the Massachusetts Institute of Technology.

KKR is a leading global investment firm that offers alternative asset management and capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of The Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries. For additional information about KKR & Co. Inc. (NYSE: KKR), please visit KKR’s website at www.kkr.com and on Twitter @KKR_Co.

Mr. Elio is a member of the private equity team, leading the middle- and large-market buyouts and secondary funds sector teams. He is also involved in portfolio construction for many of the firm's largest advisory clients, SMA clients, and high-net-worth distribution platforms.

Prior to joining StepStone in 2014, Mr. Elio was a managing director at ILPA, where he led programs around research, standards, and industry strategic priorities. Before that he was a partner and managing director at LP Capital Advisors, where he led the firm’s Boston office and served as the lead consultant to North American and European institutional investors. Mr. Elio was the primary consultant for many of the firm’s largest clients including public and private pension plans committing more than US$5 billion annually. He held several progressive positions in private equity, including vice president at State Street Corporation and vice president at Credit Suisse First Boston Private Equity, where he oversaw the funds management group.

StepStone Group Inc. (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory, data and administrative services to its clients. As of September 30, 2022, StepStone was responsible for approximately $602 billion of total capital, including $135 billion of assets under management. StepStone's clients include some of the world's largest public and private defined benefit and defined contribution pension funds, sovereign wealth funds and insurance companies, as well as prominent endowments, foundations, family offices and private wealth clients, which include high-net-worth and mass affluent individuals. StepStone partners with its clients to develop and build private markets portfolios designed to meet their specific objectives across the private equity, infrastructure, private debt and real estate asset classes.

April E. Evans is Chief Financial Officer of PACE Healthcare Capital, a Chicago-based early stage venture capital firm. Prior to joining PACE, Ms. Evans was Partner, Chief Financial Officer and Chief Compliance Officer of Monitor Clipper Partners, which raised and managed $2 billion in private equity. Previously, Ms. Evans was Partner and CFO of Advanced Technology Ventures, a $1.5 billion venture capital firm.

In her role as a Partner with MCP, Ms. Evans served as chair of the board of portfolio company Student Resource Center and was a member of the boards of Higher Education Partners, Microgame and STS Medical Group. Ms. Evans is also currently a board member of several organizations, both within the industry and outside. She is the 2018 recipient of the Private Funds Management Leadership Award, the industry’s most prestigious award; the 2017 Rapaport Award for Alumnae Achievement from Simmons School of Business; and in 2016 was awarded honorary membership in Beta Gamma Sigma. a member of the Boards of Directors of the Women’s Association of Venture and Equity,

In prior years, she was a member of the Boards of Directors of the Women’s Association of Venture and Equity, worked with the Kauffman Fellows Program of the Center for Venture Education, served on the Advisory Committees of the Center for Women and Enterprise Venture Center and the Emerging CEOs Steering Committee of the Commonwealth Institute, and was a director of the Private Equity CFO Association.

Ms. Evans is a certified public accountant. She received her M.B.A. with honors from Simmons University, two Masters Degrees with honors from Boston University, and her B.A. cum laude from Duke University.

Ms. Evans is a frequent speaker at private equity industry conferences and an angel investor in and advisor to numerous start-ups.

PACE Healthcare Capital is a Chicago-based firm founded in 2020. It invests in early stage private companies that deliver high-impact solutions in healthcare information technologies and digital health. The Firm’s focus is on technologies that improve patient outcomes, decrease cost of care, and/or expand access to healthcare services. The investment strategy builds on several decades of individual track records among its Partners and Advisors, and several years of collective track record as a team. The Firm invests primarily in companies based in the Mid-West where its principals can bring value and expertise to the investment thesis of the portfolio company.

The Firm’s overarching philosophy is to deliver risk-adjusted returns to its investors while creating a positive impact for stakeholders in the healthcare ecosystem (patients, providers, and/or payers), as well as to support the communities in which the Firm works.

Mr. Gaven joined SK Capital as General Counsel & Chief Compliance Officer in 2022.

Prior to joining SK Capital, Mr. Gaven spent over 11 years as Senior Counsel & Chief Compliance Officer at Welsh, Carson, Anderson & Stowe. In addition to his legal and compliance responsibilities at Welsh, Carson, Anderson & Stowe, Mr. Gaven helped coordinate the firm’s ESG program. He has also served as an Advisor to Text IQ, a software company that utilizes artificial intelligence to assist in a variety of legal, compliance, and privacy tasks. Previously, he worked at Kohlberg Kravis Roberts & Co. and Ramius LLC.

Mr. Gaven hold a BA in Economics and Government from Wesleyan University and a JD from the University of Illinois.

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.

Melissa Gliatta is Chief Operating Officer of Thor Equities. Ms. Gliatta works closely with Thor Equities Chairman & CEO Joseph Sitt to expand the company’s business activities. Her responsibilities include overseeing asset management, leasing, human resources, development and construction, as well as marketing and property management in major markets including London, Paris, Madrid, Milan, New York, Chicago, Miami, Los Angeles, San Francisco, Houston, Washington, DC and Montreal. In 1995, Ms. Gliatta joined Thor Equities and Ashley Stewart where she played a prime role in operating and expanding the company to 380 stores in over 100 cities. In 2000, Mr. Sitt decided to divest his interest in Ashley Stewart and focus exclusively on Thor Equities. Ms. Gliatta was named Vice President of Thor in 2003, focusing on operations and management of the company’s growing commercial real estate portfolios. She was promoted to Executive Vice President in 2010 and Chief Operating Officer in 2016. Ms. Gliatta’s strong leadership and operational skills – developed during her time at Ashley Stewart – enabled her to attract a team of experienced and dedicated professionals to Thor Equities, and help grow the company into a full-service real estate firm with offices in New York, London, Paris, Mexico City, Chicago, San Francisco and Miami.

Thor Equities is a leader in the development, leasing and management of office, industrial, residential, hotel and mixed-use assets in premier urban locations worldwide. The company operates in major cities around the globe and has a property portfolio totaling $20 billion with a development pipeline in excess of 50 million square feet. Thor has a strong presence on three continents and in addition to its US holdings, the company has assets in European gateway cities including London, Paris, Madrid, and Milan, and is the largest developer in Mexico through its Latin American division with a development pipeline of over 18 million square feet. Thor maximizes returns for institutional investors by recognizing a property’s potential, reducing operating expenses, increasing tenant satisfaction, leveraging market trends to maintain a long-term competitive edge.

Pam joined Riverside in 2006 as COO and she serves as Vice Chairman. In this capacity, she monitors and manages policy, political and legislative risk for Riverside and its portfolio companies. She also supervises several of Riverside’s funds and sits on the Riverside Investment Council. Riverside is a global multi-strategy private equity firm that partners with small companies to provide both financial and intellectual capital designed to help them grow. Prior to joining Riverside, she served for 22 years at JP Morgan Chase with senior roles in both the Real Estate Division and the Private Bank.

She is Chairman of the Board of the American Investment Council, a member of AON’s M&A advisory board, a member of the board of Accordion Technologies a member of the board of Applied Biological Laboratories and is a Trustee of the National Humanities Center, where she chairs the audit committee.

Pam earned an MBA in Finance and Marketing from the Kellogg School of Management at Northwestern University and a BA in Public Policy and History from Duke University.

The Riverside Company is a leading global private investor with 35 years of investing solely in the smaller end of the middle market (“SEMM”). As of June 30, 2023, the firm has approximately $13.6 billion in assets under management across three dedicated core investment strategies of private equity, flexible capital and private credit with dedicated teams in 16 regional offices around the globe.

Since inception, Riverside has made over 980 platform and add-on investments across business services, software and IT, specialty manufacturing and distribution, healthcare, consumer brands and services, education and training, and franchising.

Riverside brings substantial global resources to its portfolio companies, including over 120 investment professionals, 73 operating professionals, a 23-person global origination team, and other proprietary alpha tools. Riverside believes these resources provide a competitive advantage in identifying and evaluating opportunities and in growing small companies into larger market leaders.

Sandi is the CFO of Engine No. 1 and brings 25 years of experience in banking and private equity to her role.

Prior to joining Engine No. 1, Sandi was the CFO of Norwest Equity Partners/Norwest Mezzanine Partners and previously for L Catterton. She began her career as an investment banker at Citi (previously Salomon Smith Barney) in the Media/Telecom Group and subsequently moved to Citi’s Finance Division where she was responsible for capital management within the Treasury Group of Capital Markets & Banking.

Sandi received a BA in Economics from Smith College and an MBA from Columbia Business School.

Engine No. 1 is a multi-platform investment firm which believes that a company’s long term performance is enhanced by the investments it makes in its employees, customers, communities and the environment.

Mr. Loeffler joined Crestline in 2010. He heads operations for the Credit & Opportunistic Strategies platforms. Prior to joining the firm, Mr. Loeffler spent 5 years with Maverick Capital, Ltd. leading the internal audit function and working on special projects for the executive team. He began his career as a Senior Auditor with KPMG, where he focused a majority of his time on hedge funds, private equity funds and other investment companies. Mr. Loeffler is a CPA. He received a B.B.A. in Accounting & Finance from Texas Christian University and an M.B.A. from the University of Texas - McCombs School of Business.

Crestline Investors, Inc., founded in 1997 and based in Fort Worth, Texas, is an institutional alternative investment management firm that specializes in credit and opportunistic investments, including financing and restructuring solutions for mature private equity funds. In addition, the firm manages a multi-PM equity market-neutral hedge fund, and provides beta and hedging solutions for institutional clients. Headquartered in Fort Worth, Texas, the company maintains affiliate offices in New York City, London, Toronto and Tokyo.

Mr. Mardirossian is a member of Kohlberg’s Investment Committee, overseeing investor relations and the Firm’s financial, compliance and administrative functions. Mr. Mardirossian joined Kohlberg in 1996, was named Chief Financial Officer in 1999, a Partner in 2005 and Chief Operating Officer in 2013. Mr. Mardirossian is on the board of directors of Alacrity Solutions.

Prior to joining the Firm, he managed the accounting and administration of private investment partnerships and several fund of funds for McKinsey & Company and was with Paneth, Haber & Zimmerman, a public accounting firm.

Mr. Mardirossian received a B.B.A. and an M.B.A. from Pace University.

Kohlberg & Company, LLC (“Kohlberg”) is a leading U.S. private equity firm based in Mount Kisco, New York. Since its inception in 1987, Kohlberg has organized nine private equity funds, through which it has raised $12 billion of committed equity capital. Over its 34 year history, Kohlberg has completed 88 buyout transactions and more than 200 add-on acquisitions, with an aggregate transaction value of nearly $30 billion. For more information, please visit www.kohlberg.com.

Isobel is the Senior Editor, Private Equity Group, Americas. She joined PEI in September 2014 as a staff writer, was promoted to senior reporter in May 2015 and became editor of Private Equity International's monthly print publication in January 2017. Isobel oversees the private equity editorial team in New York City, contributing news and analysis to Private Equity International and private funds management.

Isobel graduated with honours from Columbia University’s Graduate School of Journalism, and holds a Master’s degree in Comparative Literature from Dartmouth College and a Bachelor’s degree in English Literature and Russian from the University of Leeds.

As a member of the CAZ Investments team at Fund Services Group, Isaiah Massey serves as Managing Director - Chief Financial Officer and is responsible for directing the firm’s efforts in all financial matters as well as leading the firm’s interface with auditors and vendors. He also serves on the firm’s Executive and Investment Committees. A CPA licensed in the state of Texas, Isaiah brings nearly a decade of financial and accounting experience with him to CAZ. He most recently served as the Chief Financial and Chief Compliance Officer at Stratfor, a geopolitical intelligence firm. Prior to that, he served as a senior audit assistant at Deloitte and Touché. Isaiah graduated Summa Cum Laude from Wichita State University with a BBA in Accounting. He also graduated Summa Cum Laude from the University of Texas at Austin with a Master's in Public Accounting.

Founded in 2001, CAZ Investments is a thematic investment firm dedicated to finding the best opportunities for their personal capital while also providing UHNW individuals, institutions and other RIA’s with the ability to co-invest alongside them. With more than $400 million of their own capital invested in their vehicles, they set themselves apart by making the majority of their compensation performance-based. In most cases, if their co-investors do not make money, they do not get paid. This ultimate alignment of interest is why they're focused on investing with the wind at their back and finding the best risk/reward opportunities available.

Mr. Mayrhofer joined EJF in 2018 and is a member of the Executive Committee, EJF’s Valuation Committee and Risk Committee. Mr. Mayrhofer has more than 15 years of experience in the financial services industry. Prior to joining EJF, Mr. Mayrhofer was a Partner and Managing Director at The Carlyle Group (“Carlyle”). In addition to holding the position of Chief Financial Officer of Carlyle's Corporate Private Equity Segment, Mr. Mayrhofer oversaw the operations of all of Carlyle's Real Estate and Natural Resource Funds and served on the Investment Committee for Carlyle's Buyout and Growth Capital funds. Prior to joining Carlyle, Mr. Mayrhofer worked at Arthur Andersen LLP. He graduated from The College of William & Mary with a BBA in Accounting and serves on the Advisory Board for William & Mary’s Accounting Programs.

EJF is a SEC-registered, employee-owned alternative asset management firm headquartered outside of Washington, DC. EJF manages more than $9.0 billion across a diverse group of alternative asset strategies. EJF was founded in 2005 by Manny Friedman and Neal Wilson along with a small team of professionals from Friedman, Billings, Ramsey Group, Inc. (“FBR”). EJF currently employs approximately 70 professionals across 3 offices globally (Arlington, VA, London, England and Shanghai, China).

John McGuinness is a member of the Legal and Compliance team at StepStone Group, where he serves as Chief Compliance Officer and Deputy General Counsel.

Prior to joining StepStone, Mr. McGuinness was a vice president at Goldman Sachs Asset Management, where he served as a compliance officer for GSAM’s private equity investment platform, as well as its long/short multi-strategy hedge funds.

John began his career as an associate attorney at Fried, Frank, Harris, Shriver & Jacobson, representing and advising private equity firms, investment banks, hedge funds, family offices, broker dealers, high net-worth individuals and public and private companies in connection with their fundraising and investment programs. Following his tenure at Fried, Frank, John was a corporate associate at Linklaters LLP’s New York office, where he represented and counseled investment management sponsors in connection with a broad spectrum of private fund-related activities.

Mr. McGuinness received a B.A. from Fordham University and a J.D. from Brooklyn Law School.

StepStone Group Inc. (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to its clients. As of December 31, 2020, StepStone oversaw $333 billion of private markets allocations, including $80 billion of assets under management. StepStone’s clients include some of the world’s largest public and private defined benefit and defined contribution pension funds, sovereign wealth funds and insurance companies, as well as prominent endowments, foundations, family offices and private wealth clients, which include high-net-worth and mass affluent individuals. StepStone partners with its clients to develop and build private markets portfolios designed to meet their specific objectives across the private equity, infrastructure, private debt and real estate asset classes.

Jason Mulvihill currently serves as Chief Operating Officer & General Counsel for the American Investment Council (AIC). As COO & GC, Mulvihill is the executive lead of Government Affairs for the AIC. He has responsibility for regulatory and international matters considered by the AIC. He oversees the AIC’s Regulatory Committee, Tax Committee, General Counsels Committee and the Chief Compliance Officers Working Group.

Before joining the AIC, Mulvihill served as a Legislative Director and Chief Counsel in the United States Senate. In this capacity, Mulvihill was responsible for tax and trade issues before the Senate Finance Committee. He was one of the principal staff who crafted the bipartisan renewable energy tax credit legislation that was signed into law in 2008. In 2009, he developed and secured enactment of cancellation of debt income legislation. Mulvihill also helped to prevent changes in the tax treatment of carried interest and publicly traded partnerships.

Mulvihill previously served as Senior Counsel for the Senate Committee on Commerce, Science, and Transportation. Before working on Capitol Hill, Mulvihill was an Associate at Skadden, Arps, Slate, Meagher & Flom in Washington, D.C., practicing antitrust law.

Mulvihill graduated summa cum laude and Phi Beta Kappa from Georgetown University, and received his law degree from Columbia University Law School. He is a member of the New York State, District of Columbia, and United States Supreme Court Bars.

The American Investment Council (AIC) advances access to capital, job creation, retirement security, innovation, and economic growth in the United States by promoting responsible long-term investment.

The AIC is an advocacy and resource organization established to develop and provide information about the private investment industry and its contributions to the long-term growth of the U.S. economy and retirement security of American workers. AIC member firms consist of the world’s leading private equity, private credit and growth capital firms united by their successful partnerships with limited partners to grow and strengthen American businesses.

The AIC provides members with forums to develop and advocate for public policy initiatives that advance the industry’s interests, build peer-to-peer relationships, access best-in-class practitioners and proprietary research, and credibly communicate the benefits of private equity, private credit and growth capital investment to a broad range of audiences, including the news media. AIC members are invited to exclusive events where they can network with peers and discuss top issues facing the private investment industry.

Kristine is Chief Financial Officer and Managing Director of Franklin Park. At Franklin Park, Kristine leads the accounting and reporting functions. She is also actively involved in the firm's compliance efforts.

Prior to joining Franklin Park in 2008, Kristine worked with the United States Securities and Exchange Commission, Massachusetts Pension Reserves Investment Management Board and PricewaterhouseCoopers. She is a Certified Public Accountant and a Chartered Alternative Investment Analyst. Kristine received a B.S. in Accounting and Theology from Boston College.

Stephanie Paine is a Partner and Chief Financial Officer for Pritzker Private Capital. In this role, she oversees the financial reporting, tax, treasury, management company operations, human resources, and IT functions. Prior to joining PPC Partners, Stephanie held operations and accounting roles at Private Equity, Venture Capital and Hedge Fund managers, including Healthbox Global Partners, Conversus Asset Management, Adams Street Partners, and Maverick Capital. She started her career as an auditor at PwC.

Stephanie is a CPA and received her BBA and Masters in Accounting from the University of Texas at Austin.

Pritzker Private Capital (“PPC”) invests in North American-based companies with enterprise values generally between $200 million and $1.5 billion, focusing on quality businesses with leading positions in the manufactured products and services sectors. The firm’s differentiated, long-duration capital base allows for efficient decision-making, broad flexibility with transaction structure and investment horizon, and alignment with all stakeholders. PPC builds businesses for the long term and is an ideal partner for entrepreneur and family-owned companies. PPC is a signatory to the United Nations Principles for Responsible Investment (PRI)

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

Andrew joined Pfingsten in 2008 and is responsible for all financial, tax, compliance and administrative activities of the firm. Prior to joining Pfingsten, Andrew worked with private equity, hedge fund, and broker-dealer audit clients in the Financial Services Office at Ernst & Young, L.L.P. in Chicago. A Wisconsin native, Andrew holds a B.B.A. in Accounting from University of Wisconsin, a Masters in Accounting from University of Wisconsin and is a registered Certified Public Accountant.

Pfingsten is an operationally focused private equity firm formed in 1989. From its headquarters in Chicago, IL and representative offices in ChangAn, China, New Delhi, India and Chennai, India, the firm builds better businesses through operational improvements, professional management practices, global capabilities and profitable business growth rather than financial engineering. Since completing its first investment in 1991, Pfingsten has raised five investment funds with total commitments of approximately $1.3 billion and has acquired 155 manufacturing, distribution and business services companies.

John Polis is an entrepreneurial information management and business operations leader with a 25+ year track record of creating and enhancing technology enabled businesses and building platforms that allow for significant scale.

At Star Mountain Capital, a specialized asset management firm focused on investing in the U.S. lower middle-market, Mr. Polis’ role is concerned with keeping focused on the core business areas of Origination, Underwriting, Portfolio Management, Fundraising, Integrated Marketing and Team Development and how to leverage data, technology and process to improve, operationalize and scale. During his time at Star Mountain AUM has increased to over $1billion and in 2017 - and 2019 - Star Mountain was voted one of Crain’s New York “Best Places to Work in New York City”.

Prior to joining Star Mountain, Mr. Polis was COO and CTO for Guidepoint Global, a primary research firm and expert network serving the world’s leading Institutional Investors, Private Equity Firms, Consulting Organizations, and Corporations. Brought on in 2011 with a direct turnaround mandate, Mr. Polis changed the operating culture leading positive change in process and people management along with directing significant improvements to their information technology platform guiding the company back to profitability and significant double-digit growth.

Before Guidepoint, Mr. Polis served as COO and CTO for Coleman Research Group (CRG), also a primary research firm and expert network where he was recruited immediately after company secured financing. Without delay Mr. Polis led the product management and development effort on their custom built, Web based CRM, Recruiting, and Payment Processing platform – Knowledge Broker™ – while also being responsible for overseeing all operational areas of the company including research, relationship management, compliance, human resources, and data management. CRG also had a broker dealer arm, Coleman Brokerage Group, for which Mr. Polis served as compliance officer for. During his tenure Coleman Research scaled from 5 to 140 employees worldwide and in 2009 was voted one of Crain’s New York “Best Places to Work in New York City”.
Earlier in Mr. Polis’ career he served as a Co-founder and Executive Vice President Operations and CTO for Dotcom Distribution and Chief Information Officer for the GT Media family of companies.

Mr. Polis holds a BA in Economics from New York University, an MBA in Management from Wagner College and is FINRA Series 63, 7 and 24 licensed. He is also an adjunct at NYU where he teaches graduate level courses in Integrated Marketing Database Modeling and Management. Prior to NYU Mr. Polis was an adjunct at Touro College Graduate School of Technology where taught courses in Database Design and Modeling for Business.

Founded in 2010, Star Mountain Capital is a specialized investment firm focused exclusively on the large and fragmented U.S. lower middle-market. Star Mountain manages approximately $2 billion of AUM through customized and commingled funds for some of the world’s most sophisticated investors, including individuals, family offices, insurance companies, wealth managers, endowments / foundations and pension plans.

Star Mountain’s specialty is helping grow private companies that generally have at least $15 million of annual revenues and generate under $30 million of EBITDA through organic and strategic initiatives such as acquisitions.

Star Mountain has closed over 100 direct investments and over 20 secondary / fund investments since inception. Star Mountain provides insights, relationships and resources to assist companies in maximizing value by:
1. Providing debt and equity capital to established, growing small and medium-sized companies.
2. Purchasing investments and LP positions from other investors in lower middle-market funds and companies.

Star Mountain is a 100% employee-owned firm, with 100% of employees participating in the investment profits, with 40+ full-time team members and 35+ senior advisors & operating partners. The senior team includes those with former roles such as Head of Credit Suisse Alternatives ($100 billion AUM), Chief Risk Officer of GSO / Blackstone, Head of Leveraged Loan Capital Markets at Merrill Lynch and BAML (underwrote ~$50 billion in event driven financings), Co-Head of ~$6 billion Merrill Lynch / BAML Private Equity, Co-Head of ~$11 billion Citigroup Private Equity, Co-Head of the Merchant Banking Division of BNP Paribas and Head of Media & Communications Merchant, Investment and Corporate Banking at BMO.

Ms. Rosenthal is a Managing Director, Chief Compliance Officer and co-Chief Human Resources Officer of TowerBrook Capital Partners. Prior to joining TowerBrook, Ms. Rosenthal was a corporate partner in the London office of Kirkland & Ellis advising U.S. and European private equity clients in cross-border leveraged buyouts. Ms. Rosenthal received a B.S. from the Wharton School (finance) and a B.A. in psychology from the University of Pennsylvania, a J.D. from Columbia University Law School, and an M.Phil. from Queen’s College, Cambridge. Ms. Rosenthal holds the Series 7, 24, 63, 79 and 99 licenses.

TowerBrook Capital Partners is a purpose-driven investment management firm headquartered in London and New York. The firm has raised in excess of $17.4 billion to date and invests in private equity and structured opportunities through its family of funds. As a disciplined investor with a commitment to fundamental value, the firm seeks to deliver superior, risk-adjusted returns to investors on a consistent and responsible basis. TowerBrook’s value creation strategy aims to transform the capabilities and prospects of the businesses in which it invests. TowerBrook is the first mainstream private equity firm to be certified as a B Corporation. B Corporation certification is administered by the non-profit B Lab organization and is awarded to companies that demonstrate leadership in their commitment to environmental, social and governance (ESG) standards and responsible business practices.

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.

Todd Schneider is the Chief Financial Officer & Chief Compliance Officer
of Delta Capital and is responsible for investor reporting, regulatory compliance & reporting, tax, human resources, information technology, and office management. Prior to joining Delta Capital, Todd was the Chief Financial Officer & Chief Compliance Officer of Shorehill Capital LLC, a private equity firm investing in middle market industrial products, services, and distribution businesses and the Chief Financial Officer & Chief Compliance Officer of CHS Capital LLC, the predecessor firm of Shorehill Capital. Previously, he was the Chief Financial Officer of Conversus Asset Management, a publicly traded private equity fund of funds, and prior to that, a Senior Vice President & Chief Accounting Officer at FBOP Corporation, a privately held multi-bank holding company with 150+ customer-banking centers in Illinois, Texas, Arizona, and California. Todd began his career with KPMG, serving most recently as a senior manager in the financial services assurance practice.

Todd is a CPA and received his B.S. in Accounting from Northern Illinois University and his MBA from the University of Chicago Booth School of Business.

Delta Capital Partners Management LLC (“Delta Capital”) is a global private equity firm specializing in litigation and legal finance, judgment enforcement, asset recovery, and related strategies. Delta provides capital to individuals, businesses, private investment funds, law firms and other professional service firms across the world that seek to hedge their financial exposure, reduce spending on legal proceedings, enhance the probability of a successful and timely resolution of claims, and/or maximize the effectiveness of their core businesses. Delta has taken an expanded view of litigation funding by providing innovative financing solutions to claimants and respondents seeking funding.

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.

Louis Sciarretta is the Chief Operating Officer at Kline Hill, having joined the firm in August 2019. He is responsible for overseeing firm operations, governance, finance, human capital, planning and budgeting. Mr. Sciarretta has over 24 years of experience in leadership roles at asset management firms. He was most recently Chief Operating Officer – Alternatives at Aberdeen Standard Investments, where he also served as a member of the U.S. Executive Committee responsible for matters including product launches, human resources, business risk, compliance and legal matters. Prior to that, Mr. Sciaretta spent 20 years at FLAG Capital Management, most recently as Partner and Chief Operating Officer. Mr. Sciaretta began his career in 1987 as an audit manager at Ernst & Young.

Mr. Sciarretta holds a Bachelor of Science in Finance with a concentration in Accounting from Fairfield University (1987). He is a Certified Public Accountant in Connecticut.

Kline Hill Partners
Kline Hill Partners focuses on and invests in the private equity secondary market with sellers of all types, including those with smaller or more fragmented asset pools. Kline Hill purchases limited partnership interests in buyout and venture funds, and has the flexibility to evaluate and acquire stakes in energy, real estate, and other private funds as well. The firm also acquires direct company interests on a secondary basis.

Kline Hill has over $1 billion in assets under management and is backed by a blue chip investor base that includes US and international foundations, endowments, family offices and other private market investors.

We bring a professional and institutional approach to sellers who might otherwise be challenged to find an active, attentive and fair-minded buyer to satisfy their need for liquidity.

Yokasta is a Managing Director of the North American Business Development team and is also a member of our Responsible Investment Sub-Committee – Truly Invested® in Diversity & Inclusion (“D&I”). Prior to joining Capital Dynamics, Yokasta was a Principal on the fund placement team at Campbell Lutyens. Earlier in her career, she was a Principal at Pantheon where she was responsible for raising capital for multiple private equity, infrastructure and real assets strategies as well as customized separate account solutions. At Pantheon, Yokasta was extensively involved in promoting both diversity and ESG initiatives. Prior to joining Pantheon, Yokasta was an Investor Relations Manager with Ardian. Yokasta has a JD with honors from Universidad Autonoma de Santo Domingo and a MS in International Relations and Diplomacy from Universidad Catolica de Santo Domingo and holds Financial Industry Regulatory Authority (FINRA) Series 7 and 63. https://brokercheck.finra.org

Capital Dynamics is an independent global asset management firm focusing on private assets including private equity, private credit, and clean energy infrastructure. Capital Dynamics offers a diversified range of tailored offerings and customized solutions for a broad, global client base, including corporations, family offices, foundations and endowments, high net worth individuals, pension funds and others. The firm oversees more than USD 17 billion in assets under management and advisement1. Capital Dynamics is distinguished by its deep and sustained partnerships with clients, a culture that attracts entrepreneurial thought leaders and a commitment to providing innovative ideas and solutions for its clients.

Capital Dynamics’ roots go back to 1988, the year our predecessor (Westport Private Equity) was founded in the UK. Our headquarters were established in Zug, Switzerland in 1999. The firm employs approximately 160 professionals globally and maintains offices in New York, London, Paris, Tokyo, Hong Kong, San Francisco, Munich, Milan, Birmingham, Dubai and Seoul.

In 2020, Capital Dynamics was awarded the highest rating (A+) from the Principles for Responsible Investment for (i) Strategy & Corporate Governance, (ii) private equity strategy, and (iii) clean energy infrastructure strategy. For more information, please visit: www.capdyn.com

Yuriy has 20+ experience working in different functions for technology solution providers in Capital Markets. Most recently he worked as Head of Product Management at Fidessa Inc and managed the build out of its derivatives trading OEMS for global financial institutions as well as the execution and analytical tools for global FCMs. Prior to that, he oversaw product development and product strategy at CQG Inc. Yuriy holds a Bachelor of Science from the University of Colorado in Computer Science and a Bachelor of Science from Tashkent Technical University in Computer Engineering.

Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. The company offers innovative, configurable investment software with an integrated front-to-back solution that empowers superior investment decisions by eliminating the barriers between systems, information, and people, and streamlining investment processes. With a commitment to product enhancements and innovation, and a complete focus on private capital and credit managers, Allvue helps firms make better investment decisions, allowing them to spend less time getting information and more time using it.

Kevin is Insight Equity’s Chief Financial Officer. Kevin joined Insight Equity in 2007 and is responsible for the financial management and administration of Insight Equity and its funds. He serves as a resource for portfolio company CFOs with respect to finance, accounting and tax matters. Kevin also serves as the firm’s Chief Compliance Officer.

Kevin has over 20 years of experience in the alternative investment industry. Prior to joining Insight Equity, Kevin worked in public accounting at CF & Co., LLP in Dallas, Texas where he focused on financial services clients.

Kevin received his BS from the University of North Texas in Accounting and is a Certified Public Accountant.

Insight Equity makes control investments in strategically viable, middle market, asset-intensive companies across a wide range of industries. Insight Equity’s experienced principals have acquired and managed businesses with over $4 billion in aggregate revenue since 2000. We specialize in partnering with companies with growth orientation or in complex or challenging situations, including, but not limited to, corporate divestitures, bankruptcies, restructurings, and family owned liquidity events. Insight Equity has the ability to execute quickly in circumstances where speed is a priority. Insight Equity’s principals have broad industry experience and look for new opportunities in most economic sectors, but excluding restaurants, retail and real estate.

The firm leverages a proven collaborative value creation model to facilitate operational improvements leading to significant cash generation and growth. Insight Equity’s approach is to partner with management teams to drive transformational improvements in the business. Insight Equity supports its portfolio management teams with more than just capital, taking responsibility along-side management team members for key operational and strategic objectives.

Insight Equity’s investors are comprised of endowments, trusts, insurance companies and state pension funds. Further, the principals of Insight Equity are collectively one of the largest investors in the funds.

Insight Equity’s headquarters is conveniently located near the Dallas/Ft. Worth International Airport in Southlake, Texas. The firm also has an office in New York City.

Christine joined MPE Partners in 2021 as Chief Financial Officer and Chief Compliance Officer. She oversees the finance, compliance, and administrative functions of the firm. Christine joined MPE after serving 14 years as CFO and CCO at Intervale Capital (now Amberjack Capital Partners), a private equity firm headquartered in Houston that makes growth investments in the industrial, infrastructure, and environmental end markets. Christine’s first role in private equity was at J.W. Childs Associates (now Prospect Hill Growth Partners) as Controller. Christine began her career in the Boston office of PricewaterhouseCoopers in Assurance and Business Advisory Services, where she supervised the audits of companies in the investment management industry.

Christine is a Certified Public Accountant in Massachusetts.

Ms. St. Pierre is a Partner and Chief Administrative Officer, Secondaries in the Ares Secondary Solutions Group. Prior to joining Ares in 2021, she was a Partner and the Chief Administrative Officer at Landmark Partners, where she focused on Landmark Partners' fund and corporate governance and oversaw the operations team, including financial reporting and accounting for Landmark Partners' investment funds as well as human resources, technology and legal. Previously, Ms. St. Pierre was a Senior Tax Accountant at Arthur Andersen LLP. Ms. St. Pierre currently serves on the Boards of Directors for Connecticut Children's Medical Center and Junior Achievement. Ms. St. Pierre holds a B.S. from Bryant College in Accounting. She holds a CPA license and is a member of the Connecticut Society of Certified Public Accountants.

Ares Management Corporation (NYSE: ARES) is a leading global alternative investment manager operating integrated groups across Credit, Private Equity, Real Estate and Strategic Initiatives. We seek to provide flexible capital to support businesses and create value for our stakeholders and within our communities. By collaborating across our investment groups, we aim to generate consistent and attractive investment returns throughout market cycles. As of March 31, 2021, including the acquisition of Landmark Partners, which closed June 2, 2021, Ares Management's global platform had approximately $227 billion of assets under management with more than 1,600 employees operating across North America, Europe, Asia Pacific and the Middle East. For more information, please visit www.aresmgmt.com.

James was a General Partner and CFO at ABS Capital for 17 years and was responsible for management of many aspects of the business, including running the finance, accounting, tax, legal, human resources, information systems, and operational functions. James is passionate about tax planning and used his tax and finance background to take a lead role in deal-related tax and debt issues. James retired as full-time CFO in December 2020 and is now supporting the current CFO as needed, with a focus on tax planning.

Before joining ABS Capital in 2003, James was Executive Vice President and CFO at SITEL Corporation, a publicly-traded call center company with operations in over 25 countries, where he was responsible for the finance, treasury, risk management, accounting and tax functions. Prior to SITEL, he was Controller at Alex. Brown Incorporated, a publicly-traded national investment banking firm, and started his career by spending seven years in the tax department at KPMG.

For 30 years, ABS Capital has been investing in later-stage growth companies, helping CEOs capitalize on new opportunities and navigate unforeseen obstacles – while never losing sight of the ultimate goal of achieving lasting excellence. Our partners have decades of experience as C-level executives, investment bankers, and investors in the industries in which we invest: business and tech-enabled services and health care. This combination of experience and expertise means we have a laser-focus on the specific needs growth companies face as they look to get to the next level. By helping to transform over 130 companies through their most crucial stage of development, ABS continues to help unleash the potential for lasting growth. ABS Capital Partners. Here, we grow.

Since 1990, ABS Capital has been backing founder-led companies with business model advantages in two sectors: Health Care and Business & Tech-enabled Services. Over 30 years, 8 funds, and 130 investments, we have done nothing but back growth companies. No two companies are the same, so we tailor our approach to meet a company's specific needs, sharing our decades of experience and providing access to our extended network of independent board directors greatly enhancing the wisdom, insights, and contacts available to management teams as their businesses continue to grow. Our team is attentive, but never intrusive, as our senior partners work with entrepreneurs to help accelerate revenue, scale the organization, and create market value. Our dedicated research team can scan, synthesize, and report on competitive landscapes, pricing information, potential acquisition targets, and background checks for key hires, helping to make better informed decisions. We host expertly curated events that bring together portfolio executives and thought leaders to discuss relevant and timely growth-related issues. For 30 years and counting, our focus has been growth equity - our goal to unleash lasting potential for the companies in which we back. ABS Capital. Here, we grow.

Josh joined GPFS in 2020 as Director to head the Real Assets Fund Services team. Josh began his career in public accounting as an auditor with Ernst & Young in their Entrepreneurial Services group, and following that spent many years working at private equity investment managers covering real estate, buyout and venture capital. Most recently, Josh was a Senior Vice President at Citco Fund Services in their Real Assets group where he oversaw multiple client engagements. Josh is a CPA in the State of New York and earned his Masters and Bachelors in Accounting from the Fisher School of Accounting at the University of Florida in Gainesville.

Prior to joining Searchlight in 2010, Mr. Yantsulis worked as a CFO at Reservoir Capital in New York, where he enhanced the infrastructure and internal controls to create efficiencies within the finance and operations functions and established the fair valuation function. Prior to that, he held progressive roles leading to Senior Manager at PricewaterhouseCoopers in New York and George Town, CI in the Assurance and Advisory Practice working with North American and European alternative asset managers. He started his career at Grant Thornton in Montreal, focusing on a range of industries that included TMT, Financial Services and Heavy Industry, among others. Mr. Yantsulis received a BSc and Grad. DPA (CA) from McGill University. He is a Canadian CPA, CA, a US CPA and CFA.

Searchlight Capital Partners is a global private investment firm with over $7 billion in assets under management and offices in New York, London and Toronto. Searchlight seeks to invest in businesses where its long-term capital and strategic support accelerate value creation for all stakeholders. For more information, please visit www.searchlightcap.com.