Investor Relations Network New York Forum 2025

John Ancona

Managing Director, J.P. Morgan Private Bank

John Ancona is the Head of Private Equity for JPMorgan Private Bank’s Private Investments Due Diligence team, which is responsible for manager selection and the ongoing monitoring of various private equity, credit, and real asset funds representing over $100bn of capital commitments. He has been a member of the Private Investments Due Diligence team since 2009. John also sits on JPM’s Private Equity Advisory Council, which sets portfolio construction for the bank’s annual Vintage fund program and thematic healthcare and impact vehicles.

Prior to joining the Private Bank, John worked in the Financial Institutions Group at JPMorgan’s investment bank, providing advice on M&A and capital market offerings to specialty finance companies and asset managers. He received his Bachelor of Arts cum laude in History from Amherst College. John serves as a board member of the York College Foundation.

Jolie von Arnim

Head of Investor Relations, Freshstream

Jolie von Arnim is the Head of Investor Relations of Freshstream, a European lower mid-market firm focused on risk-adjusted private equity. Jolie is primarily responsible for overseeing Freshstream’s institutional and private wealth investor relationships and representing these client interests across the partnership. She has managed the successful fundraising of the firm’s inaugural flagship fund in 2021 as well as co-investments, CVs and secondaries.

Jolie has focused most of her financial career on in-house fundraising and investor relations within Emerging Managers in Private Markets. Prior to Freshstream, she was the Head of IR for Copper Street Capital, Strategic Industrial Capital Partners (SICP) and Audley Capital. Jolie started her career in finance in Equity Research at Deutsche Bank. Jolie earned her B.A. degree with Honours at Princeton University (cum laude) and her MBA from Columbia Business School.

Mary Armstrong

Managing Director, Global Head of Marketing & Communications, General Atlantic

Mary Armstrong is the Global Head of Marketing & Communications at General Atlantic, a leading global growth equity firm. In that role, she oversees the strategic communications and marketing program for the firm. She also provides counsel to its more than 145 portfolio companies around the world in spanning technology, consumer, financial services, healthcare and life sciences businesses. Mary is a member of the firm’s Operating Committee and helps direct the firm’s philanthropic activities through her role on the Board of the General Atlantic Foundation.

She also serves on the board of British American Business.

Prior to joining General Atlantic in 2018, Mary was the Director of Communications, Americas at Warburg Pincus, a global private equity firm focused on growth investing. Her work included overseeing the firm’s communications program as well as M&A support, crisis and issues management, corporate positioning, investor relations, public affairs and employee engagement for its portfolio companies. Mary also served as a member of the firm's Environmental, Social and Governance Committee.

Before Warburg Pincus, Mary served as a Director at Brunswick Group, an advisory firm specializing in business critical issues, where she worked in the New York, Shanghai, and San Francisco offices. She advised global clients across sectors, with a particular focus on financial institutions. She also provided counsel on major domestic and cross-border mandates including AB InBev’s acquisition of Grupo Modelo; Facebook's acquisition of WhatsApp; the business separations of both Kraft and Abbott; Delta Air Lines’ integration with Northwest; and supported the Securities Industry and Financial Markets Association (SIFMA) during the height of the financial crisis and regulatory reform debate.

Mary is a graduate of the Robertson Scholars Leadership Program, a joint merit scholarship between the University of North Carolina at Chapel Hill and Duke University.

General Atlantic is a leading global growth equity firm with more than four decades of experience providing capital and strategic support for over 400 growth companies throughout its history. Established in 1980 to partner with visionary entrepreneurs and deliver lasting impact, the firm combines a collaborative global approach, sector specific expertise, a long-term investment horizon and a deep understanding of growth drivers to partner with great entrepreneurs and management teams to scale innovative businesses around the world. General Atlantic currently has over $65 billion in assets under management inclusive of all products as of June 30, 2021 and more than 175 investment professionals based in New York, Amsterdam, Beijing, Hong Kong, Jakarta, London, Mexico City, Mumbai, Munich, Palo Alto, São Paulo, Shanghai, Singapore and Stamford. For more information on General Atlantic, please visit the website: www.generalatlantic.com.

Nina Assouline

Deputy General Counsel, Harvest Partners

Nina Assouline is Deputy General Counsel of Harvest Partners. Prior to joining Harvest, she worked at Davis Polk & Wardwell LLP as a Strategic Advisor to the firm’s Private Equity Group, where she focused on building the firm’s private equity practice. Previously, she was an Associate in the firm’s Mergers & Acquisitions Group. She has an A.B. magna cum laude from Harvard College and a J.D. from Yale Law School. She is admitted to the State Bar of New York.

Rahel Ayalew

Director, Investor Relations, Thoma Bravo

Rahel Ayalew is a Director of Investor Relations at Thoma Bravo. Based in New York, she joined the firm in 2023 to focus on fundraising and investor relations initiatives. Rahel leads investor relations efforts for the firm’s credit business. Before Thoma Bravo, she was a Client Advisor in the Institutional Client Group at Neuberger Berman where she focused on business development for institutional investors across public and private market strategies. She also worked with a number of the firm’s strategic partnership relationships. Rahel holds a BA in Economics from Bryn Mawr College.

Raj Bakhru

Chief Executive Officer, BlueFlame AI

Raj draws on a wide-ranging background encompassing sales, marketing, software development, corporate growth, and business management. Throughout his career, he has played a central role in developing top-tier tools in alternative investments and cybersecurity. Previously, Raj was the Chief Strategy Officer at ACA and oversaw corporate development and M&A, also serving as Interim Co-CEO, Chief Innovation Officer, and Head of RegTech and ESG. He founded Aponix, later ACA's cyber division, a leader in the alternatives sector. Raj's experience includes roles as a quantitative software developer at Kepos Capital, Highbridge, and Goldman Sachs Asset Management. He holds a B.S. in Computer Engineering from Columbia University, along with CISSP and CFA credentials.

About BlueFlame AI

BlueFlame AI is the generative AI platform for alternative investment managers, providing fulsome enterprise search, intelligent document processing, and natural language no-code automation. BlueFlame has the unique ability to work through masses of financial services data with semantic search, to structure the unstructured documents into tabular form, to interface and pull/push data across third party systems like market data providers and CRMs, and to automate data aggregation and document generation, such as investment analysis and memos, with end-to-end automations called Blueprints.

BlueFlame publicly launched in October of 2023 and works with over 50 well known alternative investment managers (mostly private equity, private credit, and hedge funds), such as Charlesbank, TJC, and Lightyear Capital. Built by former cybersecurity, compliance, and privacy professionals, BlueFlame is uniquely positioned to solve the largest headwinds on AI adoption in financial services. Learn more at blueflame.ai.

Stephanie Bednar

Principal, Capital Formation Group, H.I.G. Capital

Stephanie Bednar heads investor relations at H.I.G. Capital where she focuses on enhancing limited partner relationships across the firm’s private equity, credit, and real assets strategies. Prior to joining H.I.G., Stephanie was a Director at Gryphon Investors, a middle market buyout firm based in San Francisco, where she of was responsible for investor relations and marketing across the firm’s private equity and debt funds. Before joining the private equity industry, Stephanie worked with boutique management consulting firm The Trium Group focused on organizational challenges related to team effectiveness, strategy, leadership and culture and worked with the executive teams of notable clients such as AXA Financial, Cisco, Gap, Genentech, Lehman Brothers, Merck, and Nokia among others, before leading marketing and business development for the firm. She earned her B.A. in English from Fordham University.

H.I.G. is a leading global alternative assets investment firm with $67 billion of equity capital under management. Based in Miami, and with offices in New York, Boston, Chicago, , Los Angeles, San Francisco, and Atlanta in the U.S., as well as international affiliate offices in London, Hamburg, Madrid, Milan, Paris, Bogotá, Rio de Janeiro and São Paulo, H.I.G. specializes in providing both debt and equity capital to small and mid-sized companies, utilizing a flexible and operationally focused/value-added approach. Since its founding in 1993, H.I.G. has invested in and managed more than 400 companies worldwide. The firm's current portfolio includes more than 100 companies with combined sales in excess of $53 billion. For more information, please refer to the H.I.G. website at www.hig.com.

Jay Brupbacher

Managing Director, Investor Relations and Fundraising, The Raine Group

Jay is a Managing Director on the Investor Relations and Fundraising team at Raine.

Prior to joining Raine, Jay was the Head of North American Investor Relations at Astorg, a European-based private equity fund. Prior to Astorg, Jay worked on the Investor Relations teams at Permira Advisors and Providence Equity Partners.

Jay received a B.S. in Business Administration from Georgetown University and an M.B.A. from the Carroll School of Management at Boston College.

About The Raine Group
The Raine Group is a leading global TMT merchant bank with an integrated focus on both advisory and principal investment in the global TMT ecosystem. Founded in 2009, Raine has advised on some of the largest, most impactful and most cutting-edge transactions in the history of TMT and has leveraged that same breadth and depth of intelligence to be an active, strategic value-add growth and venture capital investor. Based in New York, Raine has offices in San Francisco, Los Angeles, London, Paris, Mumbai, Shanghai, Hong Kong and Singapore. For more information, including a complete list of investments, please visit raine.com

Thomas Buley

CEO and Founder, Sightglass

Thomas Buley is the Founder & CEO of Sightglass, a modern diligence platform empowering Investor Relations and Finance teams. Prior to founding Sightglass, Thomas was a senior executive at Guideline, leading Product, Business Operations, and Finance organizations. Over the course of five years, he helped scale Guideline from 100 to 30,000+ small business 401(k) customers and to a $1bn+ valuation. Thomas started his career at J.P. Morgan in Credit Trading and also spent time at McKinsey & Co. serving fintech clients. Thomas has a JD/MBA from Stanford University and a BA from Duke University. He lives in Portland, OR with his wife and dog.

Sightglass is an AI-powered investor relations platform designed for both investment managers and capital allocators. Our mission is to bring greater transparency, trust, and efficiency to the private markets, enabling IR teams to focus on building long-term relationships with their LPs. With AI-driven data rooms and DDQ automation, Sightglass helps firms accelerate fundraising and save 90%+ of the time spent responding to due diligence requests.

Launched in 2024, Sightglass is already trusted by 200+ GPs and LPs to streamline diligence and fundraising processes. Learn more at usesightglass.com or contact us at hello@usesightglass.com.

Erik Cafarella

Co-founder & Managing Partner, Nebrodi Partners

Prior to co-founding Nebrodi in 2015, Erik was a Director in Aetna’s private equity group where he and his team oversaw Aetna’s private equity program. Erik started his career as an investment banker at Lehman Brothers and Deloitte Corporate Finance. Erik holds a B.A. from the College of the Holy Cross and an M.B.A. from the Tuck School of Business at Dartmouth.

Caitlin Brodie

Managing Director, Carlyle

Caitlin Brodie is a Managing Director with Carlyle. Ms. Brodie is based in New York and specializes in business development and investor relations across the platform. Since joining Carlyle in 2013, she has been actively involved in the firm’s fundraising efforts and in cultivating strategic partnerships.
Prior to joining Carlyle, Ms. Brodie was a Senior Vice President at Abrdn, where she directed the firm’s capital raising efforts throughout the United States. Ms. Brodie has worked with a broad range of institutional clients throughout her career and was previously with UBS and Lehman Brothers.
Ms. Brodie holds a Bachelor of Arts in economics from Columbia University, from which she graduated magna cum laude.
She is actively involved in philanthropic efforts, most notably on behalf of Memorial Sloan Kettering Cancer Center. Ms Brodie holds Series 24, 7, 63, and 66 licenses, and she is registered in every state.

Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit and Global Investment Solutions. With $293 billion of assets under management as of September 30, 2021, Carlyle’s purpose is to invest wisely and create value on behalf of its investors, portfolio companies and the communities in which we live and invest. Carlyle employs more than 1,800 people in 26 offices across five continents.

Melissa Cameron

Head of Marketing Europe and Asia, Advent

Melissa Cameron joined Advent in 2011 and is Head of Marketing, Europe and Asia Pacific, based in London. She is responsible for all marketing, communications, public affairs, and events activities across Europe and Asia Pacific.

Prior to joining Advent, Melissa worked on the marketing team at PepsiCo, where she covered all aspects of consumer marketing strategy and the marketing mix.

Melissa received a BSc in Marketing and Economics from the University of Reading.

Advent

Advent is a leading global private equity investor committed to working in partnership with management teams, entrepreneurs, and founders to help transform businesses. With 16 offices across five continents, we oversee more than USD $93 billion in assets under management* and have made more than 420 investments across 43 countries. Since our founding in 1984, we have developed specialist market expertise across our five core sectors: business & financial services, consumer, healthcare, industrial, and technology. This approach is bolstered by our deep sub-sector knowledge, which informs every aspect of our investment strategy, from sourcing opportunities to working in partnership with management to execute value creation plans. We bring hands-on operational expertise to enhance and accelerate businesses. As one of the largest privately-owned partnerships, our 600+ colleagues leverage the full ecosystem of Advent’s global resources, including our Portfolio Support Group, insights provided by industry expert Operating Partners and Operations Advisors, as well as bespoke tools to support and guide our portfolio companies as they seek to achieve their strategic goals.

Andrew J. Campbell

Partner, Investment Committee Member & Investor Relationships, DC Capital Partners, LLC

Mr. Campbell serves on the Investment Committee, where he works throughout the due diligence and aids in the formulation and execution of strategic strategies. In addition, Mr. Campbell is responsible for DC Capital Partners' investor relationships with the investor community.

Prior to DC Capital, Mr. Campbell served as Head of the Americas at BlueBay Asset Management, a position he held from October 2005 to April 2013. Before joining BlueBay, Mr. Campbell was a Managing Director at JP Morgan in their investment bank, where he acted as a senior advisor to the assessment management and hedge fund community. Prior to that role, Mr. Campbell led JP Morgan's Chicago office, where he covered Mid-West institutional investors and led the Credit Distribution efforts for both JP Morgan and Chase.

Mr. Campbell began his career as a Credit Salesperson at Salomon Brothers in 1986 and holds a B.S. in Finance from Indiana University.

DC Capital is a private equity investment firm headquartered outside the nation’s capital in Alexandria, VA. Our firm is built upon our two Core Values: Always do the right thing and Treat people how you want to be treated. DC Capital makes control equity investments in middle-market companies that provide differentiated & innovative services and solutions in the Government Services and Engineering markets.

We create value in our investments by taking an active role with management in developing strategy and supporting its execution. Our investment strategy is founded on Three Pillars: Domain Expertise, Market Focus, and Strategic Process. These three pillars underlie the investment process, philosophy, and decision-making that has resulted in our consistent investment success – a process that is systematic, disciplined, and repeatable.

Richard Carpenter

Chief Executive Officer, Bladonmore

Richard Carpenter is CEO of Bladonmore, a New York and London-based communications advisor and provider that specialises in helping private equity groups, venture capitalists and listed entities tell their story to key audiences.

A former journalist, he has over 20 years’ experience helping some of the world’s leading organisations communicate. His client work has included advising the likes of Advent International, Apax, Permira, Stonepeak, HSBC, Meta, Alaska Airlines and The Walt Disney Corporation.

He is author to various books on corporate governance and investor communications – having also spent some time as editor of Investor Relations magazine. Richard is also a trained fund manager.

Bladonmore is a stakeholder communications agency that specializes in helping organizations communicate their stories to key audiences, such as investors, employees and the media.

Our reputation rests on making rapid and substantial change to image, impact, perception and presence. We believe that the reasons to buy from, invest in, work for or trust a company are all part of the same deeper brand story.

Our purpose is to uncover and craft your story – helping you to bridge worlds and connect with the people who matter to you most. We are strategic and agile; creative and execution-focused – advisors, designers, developers, film-makers, strategists and writers – bringing our firepower to bear on client communications. We work with large corporates, private equity groups, investors, family offices and not-for-profits across international borders from the US, to Europe and the Gulf.

We combine our expertise and capabilities to create maximum impact on behalf of our clients.

We transform communication.

Shavonne Correia

Head of Investor Relations and Marketing, KPS Capital Partners

Shavonne Correia is Head of Investor Relations & Marketing of KPS Capital Partners. KPS, through its affiliated management entities, is the manager of the KPS Special Situations Funds, a family of private equity funds with approximately $21.4 billion of assets under management (as of September 30, 2024), focused on making controlling equity investments in manufacturing and industrial companies across a diverse array of industries, including basic materials, branded consumer, healthcare and luxury products, automotive parts, capital equipment and general manufacturing.

Ms. Correia has been named one of "Private Equity Women to Watch" by the Wall Street Journal Pro Private Equity.

Prior to joining KPS in 2016, Ms. Correia was a Vice President at Pantheon Ventures. Previously, Ms. Correia was a Vice President and founding member of Mercury Capital Advisors, a global private placement firm specializing in capital raising and advisory services. Ms. Correia began her career in the Private Equity Funds Group at Merrill Lynch. Ms. Correia graduated from the University of Southern California with a B.S. degree in Business Administration with an emphasis in Finance.

Sean Cumiskey

Head of Investor Relations, Omega Funds

Sean joined Omega Funds in 2024. Prior to joining Omega, Sean was a Partner and Chief Strategy Officer at Yiheng Capital Management, an Asia-focused alternative investment manager, where he implemented growth strategies that resulted in assets increasing from $350 million to over $3 billion at peak.

Previously, Sean was a Director at Farallon Capital Management, with responsibility for new business development, product strategy and investor relations. Before Farallon, Sean was a Managing Director at York Capital Management, a global multi-asset alternative investment firm, where he directed key elements of the firm’s global investor relations efforts. Prior to York, Sean was on the Executive Committee at Ivy Asset Management, overseeing over $16 billion in global alternative investments.

Sean received his BA from the University of California, Los Angeles, and MBA from Columbia Business School.

Omega Funds is a life sciences venture capital firm founded in 2004, headquartered in Boston with an additional office in Geneva, Switzerland. Omega focuses on clinical stage assets that benefit patients and improve health outcomes for humanity in general; the firm aims to invest in exceptional entrepreneurs and impactful products across multiple therapeutic areas, including oncology, immunology, rare diseases, precision medicine and others. Omega has raised $2.2 billion since inception and its transatlantic team has invested in over 150 companies. The firm’s product-first strategy has generated 50 commercialized products, more than any other comparably sized manager, and has resulted in 48 M&A transactions and 45 IPOs.

Alex Curry

Senior Associate, CPP Investment Board

Kristin Custar

Partner, Head of the Global Investor Capital Group, The Jordan Company

Kristin Custar is a Partner and the Head of the Global Investor Capital Group of TJC. She is also a member of the Executive Committee. Kristin joined TJC in 2007. Kristin oversees all fundraising efforts, investor relations and general marketing activities. Prior to TJC, Kristin was the Director of Investor Relations at First Reserve Corporation. Prior to First Reserve, she spent two years working at GE Equity as a limited partner and four years at Arthur Andersen in the Transaction Advisory Group. Kristin currently serves on the board of directors of Spectrio. Kristin also serves on the Advisory Board for Girls Who Invest. Kristin received a B.S. degree in Finance from the University of Illinois at Urbana and an M.B.A. from the University of Chicago Booth School of Business.

Michelle Daubar

Partner, Investor Relations & Capital Formation, Oak HC/FT

Michelle Daubar, a Partner at Oak HC/FT, joined Oak HC/FT in 2015 and oversees investor relations, fundraising, marketing and public relations for the firm.

Prior to joining Oak HC/FT, Michelle was Vice President of Investor Relations & Communications at General Catalyst Partners, where she was responsible for investor relations, fundraising, internal communications and the firm’s marketing and public relations efforts.

Before joining General Catalyst, Michelle oversaw investor relations and marketing at Lighthouse Capital Partners. Prior to that, she worked in the Private Equity group at Standard Life Investments.

Michelle is a member of the Private Equity Women Investor Network (PEWIN), the pre-eminent organization for senior women leaders in private equity.

She received a Bachelor of Science degree from Suffolk University, summa cum laude.

Oak HC/FT is a venture and growth equity firm investing in companies driving transformation in healthcare and fintech, two uniquely complementary and high-growth sectors. With deep domain expertise and strategic resources, Oak HC/FT partners with leading entrepreneurs at every stage, from seed to growth, to build businesses that make a measurable, lasting impact on these industries.

Shernaz Daver

CMO and Operating Partner, Khosla Ventures

Shernaz is an Operating Partner and CMO at Khosla Ventures, with a track record of building brands and scaling operational teams across a range of businesses from frontier technology and life sciences to consumer and enterprise companies.

Previously, Shernaz served as executive advisor to GV (Google Ventures), and was instrumental in building the fund. More recently she advised one of the fastest-growing life sciences companies, 10x Genomics, through its 2019 IPO — one of the top five performing IPOs that year.

Shernaz has worked with a wide range of global companies including Netflix, Walmart, Motorola, Baidu, Khan Academy, Zynga, Electronic Arts, Groupon, Kosmix, Savvis (CenturyLink), Polyvore (Yahoo), Voyage (Cruise), Kitty Hawk and Guardant Health, among others. She introduced Chinese company Baidu to the U.S. market prior to its public offering, helped Netflix win the war against Blockbuster, and built a technology brand position for Walmart through the creation of its @WalmartLabs division.

She was also CMO of Udacity, where she grew its user base, revenues, partnerships and brand through numerous channels. Earlier, for the first-generation search engine Inktomi, she was CMO and head of investor relations who guided its IPO. Under her leadership, Inktomi became one of the hottest Internet brands, reaching a valuation of $37 billion. She has also worked in the videogame industry across several companies after beginning her career at Sun Microsystems in both the U.S. and Europe.

Shernaz gives talks in the US and internationally on topics such as entrepreneurship, company-building and developing long-lasting brands. She has been featured in business books, addressed members of the U.S. Congress on the future of work, and spoken at the Milken Institute, Fortune Brainstorm Tech and Startup Grind, among others.

She completed her undergraduate degree in communications at Stanford University (Phi Beta Kappa) and her M.A. in Interactive Technologies at Harvard University.

Deanna DeChirico

Director, Fundraising and Investor Relations, The Riverside Company

Ms. Deanna DeChirico joined Riverside in 2023. Prior to joining the Firm, Ms. DeChirico was a Principal, Business Development at Capital Dynamics. Prior to this, she spent two years at Pantheon Ventures on the Investor Relations team and began her career at Starr Companies underwriting Financial Institutions. Ms. DeChirico holds a bachelor’s degree in Entrepreneurship and Economics from The Fashion Institute of Technology.

The Riverside Company

The Riverside Company is a global investment firm with 37 years of investing solely in the smaller end of the middle market (“SEMM”). As of September 30, 2024, the firm has approximately $13 billion in assets under management across two dedicated core investment strategies of private equity and flexible capital with dedicated teams in 14 offices around the globe. Since inception, Riverside has made over 1,000 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 100+ investment professionals, 70+ operating professionals, an 18-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.

Jennifer Delaney

Head of Investor Relations for Equity Private Markets, BlackRock

Jenny Delaney, CFA, Managing Director, is Head of Investor Relations for BlackRock's Equity Private Markets business, based in New York. She is responsible for delivering a best in class client experience to both our existing and prospective clients. Working in partnership with our investors and our global distribution teams Jenny represents the suite of capabilities BlackRock offers in private equity, secondaries and real estate. Prior to her current role Jenny oversaw BlackRock's public equites institutional business for Fundamental Equities, helping our clients solve their key challenges in public equity markets. She delivered our full range of public equities capabilities to our clients, providing a link to the investment teams via macro insights and detailed portfolio views. Ms Delaney has spent her career working in equity markets, both public and private. Prior to joining Blackrock in September 2017 Ms Delaney worked as a portfolio specialist on Morgan Stanley Investment Management’s Global Emerging Markets Team servicing clients across the globe. Ms Delaney started her career at UBS where she worked for 11 years writing research on the multi asset portfolio as well as global and emerging market equities. Ms Delaney graduated from Cambridge University, England with a BA in Economics (Hons). She is a CFA Charterholder. Ms Delaney sits on the board of the Karen Hilltribes Trust, a UK non-profit which works to improve livelihoods in the Karen community of Northern Thailand.

About BlackRock in the U.S.

We’re an asset manager and one of the world’s leading providers of investment, advisory, and risk management solutions. We’re a fiduciary to our clients, and by investing on their behalf, we help millions of hardworking Americans experience financial well-being.

Lindsay DeLarme

Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.

Ms. DeLarme is responsible for leading the execution of Oaktree’s global corporate communications, branding and marketing program activities. Ms. DeLarme joined Oaktree in 2013 following her graduation from Duke University's Fuqua School of Business, where she was a Keller Scholar and received an M.B.A. with a dual concentration in Product Management and Market Analysis & Strategy. Prior to Oaktree, Ms. DeLarme worked at Goldman Sachs as an associate in the firm’s Investment Management Division and at J.P. Morgan as an analyst in their Investment Banking Division. She holds a B.S. degree in business administration graduating magna cum laude from Georgetown University.

Oaktree is a leader among global investment managers specializing in alternative investments, with $164 billion in assets under management as of March 31, 2022. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,000 employees and offices in 20 cities worldwide. For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com/.

Farrell Denby

Vice President, Corporate Communications & Branding, Oaktree Capital Management

Mr. Denby is a vice president on the Corporate Communications & Branding team. He is responsible for Oaktree’s external communications in the Americas and employee communications globally. Prior to joining Oaktree in 2023, he was a vice president on the Corporate Communications team at BlackRock, where he helped manage executive communications for the Chairman & CEO, strategic communications for investment stewardship, corporate affairs, and financial communications. Previously, Mr. Denby was an account executive at Tiberend Strategic Advisors, Inc., a strategic corporate communications agency. He received a B.A. from Quinnipiac University.

Carrie DiLauro

Director, Operations, Hamilton Robinson Capital Partners

Carrie DiLauro is the Director of Operations at Hamilton Robinson Capital Partners. She joined HRCP in 2008 and brings over 30 years of experience in global manufacturing and finance. She is responsible for a wide scope of operations management for the firm including investment sourcing, investor relations, marketing, IT, facilities management, human resources, compliance, ESG and accounting. Prior to HRCP, Carrie spent 15 years overseeing worldwide textile production for Jones New York and Baby Togs, Inc. She has been honored with Woman of the Year by OpusConnect and Women to Know in Private Equity and Finance by McGuireWoods. Carrie received a Bachelor’s Degree from Cornell University and a Master’s Degree in Finance from Harvard University.

Hamilton Robinson Capital Partners is a lower-middle market private equity firm focused on making control investments in North American-based commercial service, distribution, specialty industrial manufacturing, and industrial technology businesses. Founded in 1984 and based in Stamford, CT, HRCP has completed over $1.8 billion in transactions supporting 80 family businesses and corporate divestitures. Investors include leading financial institutions, funds, family offices, and individuals in the United States and Europe. For more information visit www.hrco.com.

Tom Eckersley

Head of Marketing and External Affairs, Hg

Tom leads Hg’s marketing and external affairs team with a primary aim to build Hg’s brand, to support origination and increase the firm’s influence, by uniting a network of software and services leaders. The team uses digital, traditional marketing and communication strategies to target founders, management teams and other sellers of businesses within Hg’s investment focus. Tom oversees the Hg brand and all external communications for the firm.

Tom joined Hg in 2018 to set up the firm's first marketing and communications function, having previously specialised in private equity and financial services for nearly 10 years at a consultancy firm.

“Marketing in private capital is still an emerging function. It's been exciting to see it explode onto the scene and to see firms get more sophisticated every year. Our sector is having to compete more and it’s exciting to push a strategy to ensure we differentiate and grow our reputation and brand across this arena”.

About Hg

Hg is a leading investor in European and transatlantic software and services businesses,

Hg supports the building of sector-leading enterprises that supply businesses with critical software applications or workflow services, delivering a more automated workplace for their customers.

This industry is characterized by digitization trends that are in early stages of adoption and are set to transform the workplace for professionals over decades to come.

Hg’s support combines deep end-market knowledge with world class operational resources, together providing compelling support to entrepreneurial leaders looking to scale their business – businesses that are well invested, enduring and serve their customers well.

With a vast European network and strong presence across North America, Hg’s 400 employees and $75 billion in funds under management support a portfolio of more than 50 businesses, worth over $160 billion aggregate enterprise value, with over 115,000 employees, consistently growing revenues at more than 20%.

Rebeca Ehrnrooth

Managing Director, Head of Investor Relations & Capital Markets, Equilibrium Capital

Rebeca is Managing Director, Head of Investor Network at Equilibrium. She services Equilibrium’s investors and provides capital formation and market advisory services to Equilibrium’s asset managers and strategies. She joined Equilibrium in 2014 opening our London office. She joined Equilibrium with the conviction that Equilibrium offers long-term strategies successfully combining superior investment performance and generating social and environmental outcomes.

Rebeca started her career in the M&A team at Merrill Lynch and worked in investment banking in London and Frankfurt. She subsequently joined Fitch Ratings as a Director in the Energy & Utilities team covering Northern European companies, followed by working at Morgan Stanley as a Vice President in the Credit Rating Advisory team covering numerous sectors including renewable energy. She switched to focus on capital raising at Pantheon, a private equity fund-of-funds, as Principal and served as Pantheon’s global co-head of Responsible Investing.

Rebeca holds a Master of Science in Economics and Business Administration from Stockholm School of Economics and a CEMS-degree. She serves on SWEA North Carolina and CEMS Alumni boards.

Formed in 2007, Equilibrium is a leader in sustainability-driven alternatives investment strategies for institutional investors. The firm has a record of identifying and building unique first-in-market, research driven strategies, where sustainability is transforming a basic industry and creating economic and competitive advantage. We focus on sustainable infrastructure and growth equity investments and demonstrate market leadership in agriculture/food and carbon transition infrastructure. Equilibrium manages over US$ 2 billion in active AUM within our target sectors of agriculture/food and carbon transition infrastructure. Since inception we have delivered a strong performance track-record in real assets and infrastructure aligned growth equity.

Laura Fahrney

Partner, Ridgemont Equity Partners

Laura is a Partner of the firm and leads Ridgemont’s investor relations, fundraising and limited partner co-investment activities. Laura is an Observer on the Investment Committee and a member of the firm’s ESG and Investor Relations Operating Committees.

Prior to joining Ridgemont in 2013, Laura led investor relations at Blue Point Capital Partners. Previously, Laura was a Principal at Graham Partners serving in a variety of roles over eight years including investor relations, portfolio valuation and investment diligence. Laura started her career as an Analyst in the investment banking group at BB&T Capital Market in Richmond, VA.

Laura earned a M.S. in Accounting and B.S. in Analytical Finance from Wake Forest University.

Ridgemont Equity Partners is a Charlotte-based middle market buyout and growth equity investor. Since 1993, the principals of Ridgemont have invested approximately $3.5 billion in 126 companies. The firm focuses on investments of $25 million to $100 million in industries in which it has deep expertise, including basic industries and services, energy, healthcare, and telecommunications/media/technology. www.ridgemontep.com.

David Fann

Partner, Senior Managing Director, and Head of Investor Relations, VSS Capital Partners

David Fann is a Partner, Senior Managing Director and Head of Investor Relations and joined VSS in 2024. David has executive leadership roles in organizations that have invested over $50 billion in private equity, private credit, real assets and real estate for institutional clients and limited partners. Prior to joining VSS, David was Vice Chairman of Apogem Capital, a subsidiary of New York Life Investment Management.

Previously, he was a Partner and Vice Chairman of Aksia LLC. He was also a co-founder, President and CEO of TorreyCove Capital Partner LLC (merged with Aksia in 2020) and was President and CEO of PCG Asset Management. He was a Managing Director (Head of Alternatives) of US Trust and started his career at Citibank, where he was a Vice President of Citicorp Venture Capital Ltd.

David holds a Bachelor of Arts and Sciences degree in Industrial Engineering and Economics from Stanford University. He serves on the advisory boards of the Robert Toigo Foundation and the Association of Asian American Investment Managers.

Nicole Faurot

Director, Fundraising and Investor Relations, The Riverside Company

Ms. Nicole Faurot joined Riverside in 2024. Before joining the firm, she was the Head of Investor Relations for North America at Cathay Capital, a $5 billion global private equity and venture capital firm based in Paris. Previously, she served as the Head of Investor Relations and Business Development at Marlowe Partners, where she was also part of the investment team. Prior to this, Ms. Faurot was a Principal at Centerbridge Partners and an Associate at Morgan Stanley. She began her career in investment banking at Morgan Stanley. Ms. Faurot holds a BA in Spanish and Interdisciplinary Studies from Emory University, where she was a member of Phi Beta Kappa.

The Riverside Company

The Riverside Company is a global investment firm with 37 years of investing solely in the smaller end of the middle market. As of September 30, 2024, the firm has approximately $13 billion in assets under management across two dedicated core investment strategies of private equity and flexible capital with dedicated teams in 14 offices around the globe. Since inception, Riverside has made over 1,000 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 100+ investment professionals, 70+ operating professionals, an 18-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.

Michael Felman

President and Chief Executive Officer, MSF Capital Advisors

Michael Felman is President and CEO of MSF Capital Advisors, a global multi-family office. Besides his own family office, his firm advises other family offices and a select group of high net worth individuals. Mr. Felman began his investment career as an Angel Investor. He invested in real estate, film projects, technology companies and a restaurant. Mr. Felman received his B.A from Clark University and J.D. from Pace University. Winner of Acquisition International 2013, 2014, 2015, 2016, 2017 Global Multi-Family Office award. Winner of Wealth & Finance International 2014, 2020,2021 Global Multi-Family Office Award. Winner of Corporate Live Wire 2020 Investment Advisory Firm of the Year. A member of the NYU Stern Family Office Council. Advisory Board member of Family Office Association. He is a frequent speaker at family office, hedge fund and emerging markets conferences.

Mary Kathleen (MK) Flynn

Editor-in-Chief, PE Hub

Mary Kathleen (MK) Flynn serves as the Editor-in-Chief of PE Hub, which covers private equity deals and dealmakers in North America and Europe. In addition to the pehub.com website, PE Hub produces the popular Wire daily newsletters, which have a circulation of 65,000 readers. MK joined PEI Group in 2021 and leads an editorial team of reporters based in New York and London. She has covered private equity for more than 20 years. Previously, MK served as Editor-in-Chief of Mergers & Acquisitions and held editorial positions at The Deal, CNN, MSNBC, U.S. News & World Report and PC Magazine. She graduated from Vassar College with a major in English.

Kathlika Fontes

Managing Director, Investor Relations, Grain Management

Ms. Fontes has over 15 years of capital development, investor relationship management, and strategic communications experience. At Grain, she is responsible for developing and maintaining relationships with limited partners and for managing the Firm's corporate affairs and strategic communications functions.
Prior to Grain, Ms. Fontes was a lead client advisor at StepStone. Previously, she held roles in investor relationship management with Deutsche Asset Management and technology and strategy consulting at Accenture.
Ms. Fontes holds an M.B.A. from Columbia Business School and a B.S. in Electrical Engineering from the Georgia Institute of Technology.
Founded in 2007, Grain Management is a leading, global investment firm focused on broadband and digital infrastructure. Grain's global team of seasoned professionals share a collective passion for the power of connectivity to strengthen communities and unlock human potential for all.

Dan Fordyce

Investor, Summation Capital

Dan is an investor with Summation Capital, an endowment-style private equity fund that provides a fully diversified PE portfolio (VC, Growth Equity, and Buyout funds) with a highly aligned, low-cost, and innovative structure. Summation was founded by Roger Vincent, who has almost 30 years of Private Equity experience, most recently leading Cornell University's PE program for 12+ years. Summation's vision is to provide asset owners with portfolio construction, manager access & selection, vintage diversification, and unfunded liability management, all in a turnkey product. The double layer of fees typically associated with diversified PE exposure is solved for by charging carry only on alpha over a public benchmark (an industry first), and offsetting fees through a no-fee, no-carry co-investment program.

Prior, Dan Fordyce was most recently a Senior Associate, Private Investments at Summit Rock Advisors, an Outsourced Chief Investment Office (“OCIO”) serving select U.S.-based families and charitable institutions, and began his career as an Investment Analyst at the Cornell University Endowment where he researched and oversaw investments in the Private Equity Asset class among other responsibilities. Dan has a B.S. in Operations Research and Information Engineering from Cornell University and is a CFA Charterholder since 2020.

Arielle Gross Samuels

Chief Marketing and Communications Officer, General Catalyst

Arielle Gross Samuels is a global business and marketing executive, and engineer by training. Her experience spans across finance at General Catalyst and Blackstone, technology at Meta, and engineering consulting at Deloitte.

She is currently the Chief Marketing and Communications Officer at global investment and transformation company General Catalyst. In this capacity she leads a global team focused on brand, marketing, corporate communications, thought leadership, and events.

Previously, Arielle was Global Head of Marketing at Blackstone, the world’s largest alternative asset manager with over $1T of AUM. She oversaw Blackstone’s firm-wide marketing function, and led the firm’s first major advertising campaign and launch of the brand platform “Build with Blackstone.”

Arielle spent nearly a decade at Meta (fka Facebook Inc.) across Product and Business Marketing functions. She founded two global teams, and led Meta’s $40M grants program for small businesses, created Meta’s cultural business marketing practice, and supported the strategy for the Facebook to Meta rebrand.

Arielle has served on the boards and coalitions of the United Nations Foundation Girl Up, 92NY CEO Council, University of Illinois Alumni Association, ANA Global CMO Growth Council, Geena Davis Institute, and is a founding member of Chief. Industry accolades include being named a Forbes 30 under 30 and Bill & Melinda Gates Foundation Goalkeeper. Most recently, she received the Financial Communication Society Leadership Award and University of Illinois Young Alumni Award.

Arielle earned a Bachelor of Science degree in Materials Science and Engineering at the University of Illinois at Urbana-Champaign, where she endowed a scholarship to support diversity in STEM.

Lauren Gruchy

Global Events Manager, Georgian

Lauren has over 15 years combined experience supporting executive management in various marketing, finance and technology organizations. She is also the founder of Living with Lauren, a professional organizing and consulting business. With a background in human resources, strategic communications, and project management, she has worked in leadership roles across various organizations, including Thin Air Labs and Street Contxt, helping teams stay organized and thrive.

At Georgian, we invest in high-growth B2B software companies in our thesis areas of Applied AI and Trust. Georgian identifies and accelerates leading growth-stage software companies through its AI Lab. Based in Toronto, Georgian’s team brings together investors with machine learning professionals, software entrepreneurs and experienced operators. Founded in 2008, Georgian has US$5.6B AUM, as of December 31, 2023.

Georgian has two fund strategies; the flagship Growth Funds invest in Series B-D rounds in North American business software, and Alignment Funds provide follow-on financing for Georgian Growth Fund companies.

Narmeen Haider

Director of Strategic Operations, B Capital Group

Narmeen is Director of Strategic Operations, where she works closely with the COO and senior leadership team on firm strategy and operations. Prior to B Capital, Narmeen was a Consultant at BCG, where she worked across tech, healthcare and private equity. Prior to BCG, Narmeen worked in global health and international development with top-tier organizations (e.g., Gates Foundation, WHO, etc.) on pressing global health challenges, such as maternal health, access to vaccination, HIV/AIDS, and more. Narmeen also have experience working on access to medicines from the pharmaceutical, nonprofit and academic perspectives. Narmeen has worked across geographies, including in East Africa, South Asia, United Kingdom, Canada and the US. Narmeen holds a Masters in International Health Policy from the London School of Economics and an MBA from Harvard Business School.

Britney Hamberg

Principal, Investor Relations & Operations, RC Capital

Britney joined RCC in 2012 leading RCC’s investor relations. She manages strategic deal flow initiatives and helps to ensure the firm is engaging the top tier companies and investor networks in our sectors of focus. She is also responsible for strategic project management and post investment support.

Prior to joining RCC, she served as the Associate Editor for a national B2B publication and the editor for a physician, helping to publish three books. Britney graduated Magna Cum Laude from the E.W. Scripps School of Journalism at Ohio University with a specialization in public relations, minor in psychology and a certificate in political communication.

Britney is active in the community serving as on the Board of Directors for Beech Acres Parenting Center and was previously Membership Chair of the Young Professionals Board for Cincinnati Works. Britney serves as an Advisory Member for PEI’s Investor Relations Network. She has served as an executive committee member of the National Venture Capital Association’s StratCom and founding member and Content Chair of VentureNext and a member of Cincy Women in Tech. Britney was named as part of Cincinnati Business Courier’s 40 Under 40 in 2022 as well as part of the YWCA Cincinnati’s 2016 Class of Rising Stars, completing the leadership development program in 2017.

RCC is a growth equity firm building high-potential healthcare companies by leveraging the unique interplay of our segments of focus: medical device, healthcare services and healthcare IT. We are dedicated to investing on the right side of healthcare, growing companies that enable clinicians to improve the delivery of care and the experiences and outcomes for patients. We seek to be a business partner first and a capital provider second, investing significant human capital to leverage our domain expertise, a network of healthcare thought leaders and deep relationships with health systems assembled over our 30-year history. For more information, visit rccapital.com.

Natalie Harvard

Partner, Head of Investor Relations, Oak Hill Advisors

Natalie Harvard is Head of Investor Relations & Partner at Oak Hill Advisors, a leading alternative investment firm with $65 billion of capital under management across performing and distressed credit investments in North America and Europe. Ms. Harvard has primary responsibility for investor relations and certain aspects of new business development. She serves on various firm committees including the risk, compliance, ESG and new product and business activity committees, as well as OHA’s Diversity, Equity and Inclusion Council. Prior to joining OHA in 2007, Ms. Harvard was an Associate in the Global Capital Markets and Investment Banking Group at Bank of America. She earned a B.S., with highest distinction, from the University of North Carolina at Chapel Hill.

Jillian Hazelton

Head of Marketing and Communications, Bregal Investments

Jillian Hazelton is Head of Marketing & Communications for Bregal Investments where she oversees firmwide and marketing and communications initiatives for Bregal Investments and the underlying funds. Prior to joining Bregal Investments, Jillian was the Communications Manager for Audax Private Equity. Before Audax, Jillian held roles in investor relations, communications, and marketing at Natixis Investment Managers, Providence Equity Partners, Riverside Partners, and AGC Partners.

Jillian received a M.S. in Integrated Marketing Communications from Northwestern University and a B.S. from Bentley University.

Bregal Investments ("Bregal") is a leading private equity investment firm providing a platform for its family of direct investment and fund-of-funds teams. Bregal manages over €19 billion in assets across its strategies and has closed over 150 direct investments and invested in more than 200 funds. The Bregal family of funds focuses on long-term sustainable value creation and provides access to private equity, growth equity, credit, and fund-of-fund strategies. Headquartered in London and New York, Bregal has more than 250 employees across its nine offices.

Karen Heidelberger

Partner, Chief Partnership Officer, Deerfield Management

Karen Heidelberger is a Partner and Chief Partnerships Officer and joined the Firm in 2002. She is responsible for relationships with investors, partner companies, academic institutions and other interested parties. In her role, Ms. Heidelberger helped conceptualize and implement the Cure and is responsible for activation of the ecosystem. She is deeply involved in the design and implementation of Deerfield’s educational programming. Prior to this role, Ms. Heidelberger was a Trader at Deerfield for over a decade. Before Deerfield, Ms. Heidelberger was a Vice President in the Sales and Trading division of Merrill Lynch and served as a Conflicts Coordinator in the Mergers and Acquisitions department. Ms. Heidelberger has over 22 years of experience in healthcare and over 28 years of experience in finance. She helped establish the Deerfield-founded Break into the Boardroom and Science to the Street programs, and currently serves on the Board of NewYorkBIO. Ms. Heidelberger graduated from the Cornell University, School of Hotel Administration, holds an M.B.A. from Harvard Business School and a Master of Science in Strategic Communication from Columbia University.

Deerfield Management Company, L.P. (the “Firm” or “Deerfield”) is an investment management firm committed to advancing healthcare through investment, information, and philanthropy.
The Firm is a sector-specific manager that invests in all areas of healthcare, stages of a company’s lifecycle, and parts of the capital structure. Deerfield is a fundamental value investor that looks to limit the downside risk while providing equity-like alpha.

Deerfield has nearly 30 years of dedicated investment management experience in healthcare and aims to systematically improve process, technology, partnerships, and dedicated tools in a manner designed to create competitive advantage. Deerfield works to create new means to access and optimize healthcare investments. Exemplifying this is Deerfield’s extensive networks of partnerships with research institutions, important industry constituents, and vendors which together create a unique platform to source, execute and exit investments. All functions of the Firm, including the Deerfield Institute (which develops proprietary market insights), are leveraged over both private and public investments.

Amanda Heravi

Managing Director, Investor Relations & ESG, Avista Healthcare Partners

Amanda Heravi is a founding member of Avista Healthcare Partners, a middle-market private equity firm based in New York, with over $8 billion invested in more than 45 growth-oriented healthcare businesses worldwide. Over the past twenty years, she has played a crucial role in the firm's growth, operations, and culture. Currently, she serves as Managing Director and Head of Investor Relations and Environmental, Social, and Governance (ESG) at Avista.

Before joining Avista, Amanda was the Director of Finance and Administration at Dorset Capital Management, where she oversaw investor relations and managed the financial, operational, and administrative aspects of the fund. She began her career at Montgomery Securities. Amanda holds a B.A. from the University of California, Berkeley. She is a proud mother of four children and three dogs, and enjoys skiing, hiking, and traveling with her family.

Founded in 2005, Avista Healthcare Partners is a private equity firm headquartered in New York City with over $8 billion invested in more than 45 growth-oriented healthcare businesses globally. Avista exclusively focuses on making investments in middle-market healthcare product and technology companies.

Leslie Hill

Partner, Chief Operating Officer of Global Capital Formation, Sagard

Leslie Hill is the Chief Operating Officer of Global Capital Formation at Sagard and joined the firm in 2019. Leslie is responsible for the capital formation efforts at the firm. She previously led the Investor Relations team. She became a Partner in 2021 and is a member of the Executive Committee. Leslie is based in New York, United States.

Prior to Sagard, Leslie was a Director, Research at Optima Fund Management, an alternative asset manager, where she managed the firm’s U.S. long/short equity portfolios. As a voting investment committee member, she also facilitated the firm’s investment dialogue with its diversified client base.

Leslie holds a B.A. in Government (Cum Laude) from Harvard College.

Mac Hofeditz

Managing Director, Vector Capital Management

Mac joined Vector as a Managing Director and Head of Marketing and Investor Relations in 2021. In this role, Mac leads global fundraising and investor relationship management for the firm’s private equity and credit funds. For over 27 years, Mac has served as an adviser and fundraiser in the private equity industry covering a wide variety of investment strategies and opportunities. Since 2001, he helped lead the fundraising for over $40B capital commitments for over 80 private equity funds some of the leading and top performing private equity firms in the industry, including Vector Capital. Prior to joining Vector, Mac founded and led the Private Funds Group for GCA Advisors in 2014 (now Houlihan Lokey). Prior to GCA, Mac was a founding team member and Partner at Probitas Partners joining at its inception in 2001. Mac graduated from the University of California, Los Angeles, with a B.A. in Political Science.

Vector Capital is a leading, San Francisco-based private equity investment firm focused on transformational investments in middle market technology and technology-enabled businesses. Founded in 1997, Vector manages over $4 billion of capital across private equity and private credit funds on behalf of a high-quality group of global limited partners. For nearly 28 years, we have invested in technology businesses concurrent with implementing an operational transformation to deliver breakthrough operational and financial results. For more information, please visit www.vectorcapital.com.

Irene Hong Edwards

Partner, Head of Investor Relations, Lovell Minnick Partners

Irene joined LMP in 2017 and is a Partner of the firm and a member of its ESG Committee and DE&I Committee. She came to the firm from Z Capital where, as Managing Director, she was responsible for investor relations and business development for the firm’s private equity and credit strategies. Previously, Irene served as VP of Investor Relations for KPS Capital Partners, and was a member of the placement agent arm of Jefferies & Co. Earlier in her career, she worked at Lexington Partners on the secondaries team evaluating, executing and monitoring investments.

Irene is on the board of the New York Private Equity Network (NYPEN), the Episcopal School in the City of New York and serves on the leadership committee for Sesame Street Workshop.

Irene earned her M.B.A from Columbia University and holds a Bachelor of Business Administration degree from Georgetown University. She also attended the Chinese University of Hong Kong.

Michael Hong

Partner, Investment Management, Davis Polk & Wardwell

Michael advises fund-related clients on all manner of fund formation and investor relations, M&A (with deep experience in co-investment) and regulatory matters. His clients include private equity, credit, growth capital, hedge, energy, real estate, co-investment and fund of funds managers.

Michael also advises on secondary transactions, GP-stake sales and purchases, spin-outs and JVs. He also regularly represents sponsors and senior executives of sponsors in “upper tier” arrangement, employment and separation matters.

His clients include Antares Capital, Cowen, Durational Capital, GHK Capital, Godspeed Capital, Golub Capital, Harvest Partners, Lightyear Capital, Niobrara Capital, Tailwind Capital, Trilantic Capital and TruArc Partners (successor to Snow Phipps).

Michael is widely recognized as a leading fund formation lawyer, is a frequent conference speaker and is regularly quoted in the financial press. From 2021 to 2024, he served as Chair of the New York City Bar’s Committee on Private Investment Funds.

Davis Polk & Wardwell LLP (including its associated entities) is an elite global law firm with world-class practices across the board. Industry-leading companies and global financial institutions know they can rely on us for their most challenging legal and business matters. The firm’s top-flight capabilities are grounded in a distinguished history of 170 years, and our global, forward-looking focus is supported by 10 offices strategically located in the world’s key financial centers and political capitals. Approximately 1,000 lawyers collaborate seamlessly across practice groups and geographies to provide clients with exceptional service, sophisticated advice and creative, practical solutions. Visit davispolk.com.

Lauren Hubbert

Head of Investor Solutions, Brookfield Asset Management

Lauren Hubbert is a Senior Vice President in Brookfield’s Global Client Group. In this role, she leads investor solutions for the group’s private funds. Previously, she also served as Chief of Staff to the Vice Chair of Brookfield Asset Management.

Prior to joining Brookfield in 2020, Ms. Hubbert held marketing and investor relations roles at Cerberus Capital Management, including managing the investor relations function for the firm. Ms. Hubbert also worked in investor relations and business development for Blackstone Credit (formerly GSO Capital Partners).

Ms. Hubbert holds a Bachelor of Arts degree from the University of California, Berkeley.

Brookfield Asset Management Ltd. (NYSE: BAM, TSX: BAM) is a leading global alternative asset manager with over $900 billion of assets under management across renewable power and transition, infrastructure, private equity, real estate, and credit. We invest client capital for the long-term with a focus on real assets and essential service businesses that form the backbone of the global economy. We offer a range of alternative investment products to investors around the world — including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. We draw on Brookfield’s heritage as an owner and operator to invest for value and generate strong returns for our clients, across economic cycles.

For more information, please visit our website at www.bam.brookfield.com.

Carsten Huwendiek

Managing Director, Marketing and Communications, CVC Capital Partners

Carsten Huwendiek is Managing Director, Global Head of Marketing & Communications at CVC and based in London. He also is a member of CVC’s Sustainability Committee as well as CVC’s Philanthropy Committee. Carsten has more than 25 years of experience in financial services and private markets communication and marketing. Before joining CVC in 2014, he worked at Pantheon, the private markets investor, as well as UBS and ABN AMRO.

Carsten holds an MBA from the University of Mannheim, Germany.

CVC is a leading global private markets manager with a network of 30 office locations throughout EMEA, the Americas, and Asia, with approximately €191 billion of assets under management. CVC has seven complementary strategies across private equity, secondaries, credit and infrastructure, for which CVC funds have secured commitments of approximately €249 billion from some of the world's leading pension funds and other institutional investors. Funds managed or advised by CVC’s private equity strategy are invested in approximately 140 companies worldwide, which have combined annual sales of over €162 billion and employ over 580,000 people. For further information about CVC please visit: https://www.cvc.com/. Follow us on LinkedIn.

Alex Hwang

Managing Director, KKR Solutions, KKR

Alex Hwang joined KKR in 2014 and is a member of KKR Solutions, an investment team focused on strategic partnerships and other bespoke solutions. Prior to joining KKR, he was an assistant vice president at GIC Special Investments in New York, focused on the firm's investments in private equity funds, co-investments and secondaries. Previously, Mr. Hwang was with UBS Investment Bank in its mergers & acquisitions and healthcare coverage groups in New York. He holds a B.S.E. in Biomedical Engineering and a B.S. in Economics, magna cum laude, Tau Beta Pi, Phi Beta Kappa, from Duke University.

KKR is a leading global investment firm that offers alternative asset management as well as 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 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. For additional information about Global Atlantic Financial Group, please visit Global Atlantic Financial Group’s website at www.globalatlantic.com.

Ashley Johansen

Head of Investor Relations and Fundraising, Monomoy Capital Partners

Ms. Johansen is the Head of Investor Relations at Monomoy. Prior to joining Monomoy, Ms. Johansen was a Partner and Head of Investor Relations and Fundraising for Coller Capital where she was responsible for building the investor relations platform and team as well as leading the Firm’s capital-raising initiatives. Additionally, Ms. Johansen served as a Principal for AlpInvest Partners, a Carlyle Group Company, and a senior member of the fundraising and investor relations team. She began her financial services career at CIBC World Markets in the marketing and communications group. Ms. Johansen graduated from the University of Kansas with a B.G.S. in Communications.

Monomoy Capital Partners is a private investment firm with over $5 billion in assets under management across a family of investment funds. Monomoy invests in the equity and debt of middle-market businesses that can benefit from operational and financial improvement with a focus on manufacturing, distribution and business services companies across industrial and consumer product sectors in North America.

Priya Pradhan Karkar

Managing Director, Investor Relations and Business Development, Kline Hill Partners

Priya Pradhan Karkar works on business development, investor relations, and strategy at Kline Hill, having joined the team in April 2018. She was most recently an independent consultant, working with several private investment firms including Kline Hill, with whom she has been working as an advisor since October 2015. Previously, she spent eight years at Cambridge Associates as head of private equity secondaries and fund of funds manager research. While at Cambridge Associates, Ms. Karkar was responsible for covering the industry, identifying and conducting primary research on high quality investment firms, and monitoring firms and funds in which clients were invested.

Her previous experience includes work in microfinance with various organizations and international economic development consulting at CARANA Corporation. She began her career as a research associate at the Corporate Executive Board. Ms. Karkar holds a Bachelor of Arts in Economics and International Relations from Brown University (2002) and a Master of Arts in Law and Diplomacy (MALD) with a focus in International Business from The Fletcher School at Tufts University (2007).

David Katona

Head of Business Development and Investor Relations, Petichor + Scion

David Katona is the Head of Business Development and Investor Relations at Petrichor. Dave has 20+ years of capital formation experience and leads all marketing, development, and fundraising initiatives for Petrichor and affiliate firm Scion Life Sciences. Prior to joining Petrichor in March 2021, Dave was part of the Capital Intelligence team at Jefferies LLC, where he managed institutional investor relationships, spanning endowments, foundations, family offices, and others. He also ran the group’s uncorrelated/niche and co-investment outreach programs. Previously, Dave was a Partner at Abundance Partners. Dave holds a Bachelor of Arts degree in Political Science with a concentration in Economics from Bates College.

Nancy Katz

Senior Director, Costanoa Ventures

Nancy has 30 years of experience in investor relations, fundraising, marketing, communications and general management across a range of alternative asset classes. She joined Costanoa in 2019 to lead the firm’s Investor Relations and fundraising efforts. Earlier, she was a Managing Director and helped found the American Infrastructure Funds, where she led the firm’s investor relations, fundraising, marketing, and communications and sat on the Investment Committee. She held prior Investor Relations positions at McCown De Leeuw & Co, a middle market private equity fund; RREEF, a leading institutional real estate investment firm; and Modulaire Industries, a publicly traded NASDAQ company.

Nancy also co-founded Net Impact, an international membership organization for MBAs interested in using their business skills for social good. For her work with Net Impact, she was named a Fellow in the Rockefeller Foundation’s Next Generation Leadership program. She holds an MBA from the Stanford Graduate School of Business and a BA magna cum laude from Amherst College.

Since its founding in 2012, Costanoa Ventures has led very early stage investments in transformational companies in data infrastructure, applied AI and fintech. With a focused strategy, dedicated BuilderOpsTM team and collaborative approach, Costanoa aims to be the best venture partner that founders have ever seen. For more information, visit http://www.costanoa.vc.

Tracie Kelly

Director of Marketing, Excellere Partners

Tracie brings 20+ years of experience in private equity marketing, communications, and deal origination. As Director of Marketing at Excellere Partners, she leads the firm’s comprehensive marketing, communications, and brand strategies, aligning these initiatives with Excellere’s mission and growth objectives. Her role blends creativity with analytical expertise to enhance the firm's market presence, drive strategic initiatives, and build lasting connections with key stakeholders.

In addition to her marketing leadership, Tracie plays an active role in Excellere’s origination and deal-sourcing efforts. She works closely with investment bankers, entrepreneurs, and other industry professionals to identify and develop actionable investment opportunities. Tracie contributes directly to the firm’s pipeline development and overall investment success by leveraging her deep understanding of market dynamics and relationship-building skills.

Before joining Excellere, Tracie led Marketing at KRG Capital, LLC, a middle-market private equity firm. There, she led the marketing function across four of the firm’s five investment funds, designing and executing strategies that strengthened brand recognition and supported successful fundraising and investment cycles.

Tracie's multifaceted expertise in marketing, communications, and active deal origination underscores her vital role in Excellere’s continued growth and differentiation in the private equity market.

Karolina Kmiecik

Senior Vice President, Head of Communications, Slate Asset Management

Karolina Kmiecik joined Slate in 2021. She is responsible for defining and implementing Slate’s global marketing and communications strategy. In her role, Karolina oversees branding, media relations, digital media, event activations, and executive visibility with the goal of enhancing, protecting, and promoting Slate’s reputation worldwide. She is also Co-Head of Slate’s Community effort, which connects Slate’s partners, colleagues, tenants, and friends to our broader communities.

Karolina joined Slate from global communications firm Edelman, where she led integrated communications programs for financial services and capital markets clients. She holds a Bachelor of Arts from the University of Wisconsin – Madison.

About Slate Asset Management

Slate Asset Management is a global investor and manager focused on essential real estate and infrastructure assets. We focus on fundamentals with the objective of creating long-term value for our investors and partners across the real assets space. We are supported by exceptional people and flexible capital, which enable us to originate and execute on a wide range of compelling investment opportunities. Visit slateam.com to learn more, and follow Slate Asset Management on LinkedIn, X (Twitter), and Instagram.

Ruth Lane

Head of Investor Relations, Sterling Investment Partners

Ruth is Managing Director and Head of Investor Relations. Ruth is responsible for overseeing investor relations and marketing at the firm. Previously, Ruth was Head of Investor Relations at ATL Partners and MidOcean Partners. Prior to that, she ran Investor Relations at CIFC Asset Management. Before CIFC Asset Management, she was the Associate Director of Marketing and Investor Relations at Mount Kellett Capital Management. She started her career at Credit Suisse in the Research Sales & Trading division. Ruth earned a B.A. from Princeton University.

Kareen Laton

Managing Director, Head of Investor Relations, NovaQuest Capital Management

Kareen Mozes Laton, Head of Investor Relations at NovaQuest Capital Management has over 25 years of experience in marketing, business development and entrepreneurship, the majority of that time working in alternative investing. She is responsible for managing NovaQuest’s business development activity and Limited Partner coverage.

Prior to joining NovaQuest in 2024, Kareen was a Managing Director at Cowen Investment Management, the asset management arm of TD Cowen focused on the firm’s private market offerings in Biotech and Sustainability. Prior to joining Cowen in 2019, Kareen was a Partner in the New York office of Greentech and the Head of Marketing of the Asset Management Business. She previously was a Partner, Chief Operating Officer and Head of Marketing and Business Development at Caravel Management LLC, an Emerging and Frontier Markets specialist manager. In 2007 she co-founded 3-Sigma Value, LP a boutique hedge fund and previously worked as a Vice President at Goldman Sachs in Private Wealth Management. Earlier in her career, Kareen held various positions in marketing at Deloitte Consulting, and Bozell Worldwide.

Kareen holds an MBA from New York University’s Stern School of Business and a Bachelor of Arts with honors from Vassar College. She is a trustee of Sylvester Manor Educational Farm on Shelter Island, New York and lives in New York City with her husband and two daughters.

NovaQuest is a Raleigh, NC based specialist life sciences investment firm founded in 2010 by a team of accomplished industry professionals. NovaQuest pioneered a PRODUCT FINANCE™ capital solution for the industry, providing shared-risk, non-dilutive funding that enables partner companies to advance pivotal clinical trials, launch new brands, and license and acquire accretive products. NovaQuest makes unlevered investments, generally through self-liquidating structures, yielding return streams uncorrelated to broad equity and fixed income markets. With more than $2.5 billion invested across five funds, NovaQuest maintains investment platforms in both the human and animal health verticals. www.novaquest.com

Rachelle Legentus

Product Marketing, Alternative Investments, SS&C Intralinks

Rachelle Legentus is currently a Product Marketing Associate at SS&C Intralinks for Alternative Investments. Rachelle advances go-to-market strategy and growth of the company’s Alternative Investments solution, the leading communication platform for private equity and hedge fund managers and investors. Prior to joining Intralinks, Rachelle led product marketing for compliance and service offerings within the global capital markets group at Donnelley Financial Solutions (DFIN).

SS&C Intralinks is the pioneer of the virtual data room, enabling and securing the flow of information by facilitating M&A, capital raising and investor reporting. SS&C Intralinks has earned the trust and business of many of the Fortune 1000 and has executed more than USD 35 trillion worth of financial transactions on its platform. For more information, visit intralinks.com

Rachel Lemberg

Global Head of Capital Formation and Investor Relations, ITE Management. L.P.

Rachel Lemberg brings over 25 years of experience in investing and business management within alternative asset management. She has held senior leadership roles overseeing investor relations, fundraising, business strategy, and risk management, as well as alternative manager research and managing institutional client portfolios. Rachel has a proven track record in manager selection across various alternative asset classes, cultivated over a decade with Goldman Sachs, & Co’s asset management division. She began her career as an investment analyst with a global equity hedge fund, building a strong foundation in alternative investments.

Education

Rachel received her M.B.A. from New York University Stern School of Business and a B.S. from Emory University. She is also a CFA charterholder.

TE Management L.P. (“ITE”) was founded in 2014 is a leading owner and operator of real assets in the industrial transportation sector. Today ITE manages over $10 billion of assets across freight rail cars, intermodal and other yielding transportation, including aircraft. ITE seeks to invest in assets and strategies with consistent and low volatility cash flow streams through economic cycles and those with low correlation to traditional and alternative asset classes and uses a data centric approach to maximize investor value across our platform. 

Fatma Luy

Director, CVC Capital Partners

Joined CVC in 2019. Fatma is a member of the Client & Product Solutions team and is based in New York. Prior to joining CVC, she worked as a Director at Angelo Gordon. Fatma has a BA in Economics and Government from St. Lawrence University and an MBA from Columbia Business School.

Jennifer Ma

Principal, Limited Partner Services, Advent

Jennifer Ma joined Advent in 2018 and is a Principal in New York. She is a member of the Limited Partner Services Group, focused on fundraising and investor relations activities.

Prior to joining Advent, Jennifer worked at Wildcat Capital, evaluating opportunistic investments for TPG Founder David Bonderman’s family office. Before that, she spent three years at Carlyle, focused on middle market buyouts. Jennifer began her career in the Leveraged Finance Group at Deutsche Bank.

Jennifer received a BS in Hotel Administration with a minor in Real Estate and concentration in Corporate Finance from Cornell University.

Advent

Advent is a leading global private equity investor committed to working in partnership with management teams, entrepreneurs, and founders to help transform businesses. With 16 offices across five continents, we oversee more than USD $88.8 billion in assets under management* and have made more than 420 investments across 43 countries.

Since our founding in 1984, we have developed specialist market expertise across our five core sectors: business & financial services, consumer, healthcare, industrial, and technology. This approach is bolstered by our deep sub-sector knowledge, which informs every aspect of our investment strategy, from sourcing opportunities to working in partnership with management to execute value creation plans. We bring hands-on operational expertise to enhance and accelerate businesses.

As one of the largest privately-owned partnerships, our 650+ colleagues leverage the full ecosystem of Advent’s global resources, including our Portfolio Support Group, insights provided by industry expert Operating Partners and Operations Advisors, as well as bespoke tools to support and guide our portfolio companies as they seek to achieve their strategic goals.

To learn more, visit our website or connect with us on LinkedIn.

Amrita Mainthia

Partner, General Catalyst

Amrita Mainthia is a Partner on the Investor Relations team at General Catalyst, based in San Francisco. Amrita focuses on building and nurturing relationships among the LP community, investment team and portfolio companies. Previously, Amrita served as chief of staff to General Catalyst’s co-founder. Prior to GC, Amrita spent four years at General Electric where she led integrated communications for GE Capital. Amrita holds an undergraduate degree in journalism and marketing from Syracuse University and an MBA from Harvard Business School.

General Catalyst is a global investment and transformation company that partners with the world’s most ambitious entrepreneurs to drive resilience and applied AI. GC supports founders with a long-term view who challenge the status quo, partnering with them from seed to growth stage and beyond. With offices in San Francisco, New York City, Boston, Berlin, Bangalore, and London, GC has supported the growth of 800+ businesses, including Airbnb, Anduril, Applied Intuition, Commure, Glean, Gusto, Helsing, Hubspot, Kayak, Livongo, Ramp, Samsara, Snap, Stripe, and Sword.

Abubakr "Mali" Malida

Director, Strategic Partnership, Alpha Partners

As Director of Strategic Relationships at Alpha Partners, Mali is responsible for managing the firm’s investor base and fundraising activities. He also assists Alpha's deal origination team with sourcing and establishing new VC relationships.

Prior to Alpha Partners, Mali was a Senior Analyst at a boutique asset management research firm that helps streamline fundraising efforts for fund managers. Mali led international research efforts on institutional allocators for a client base of 100+ public and private market funds.

Mali received a B.Sc. in Economic History from The London School of Economics and Political Science (LSE).

Shant Mardirossian

Partner & Chief Operating Officer, Kohlberg & Company, LLC

Mr. Mardirossian is a member of Kohlberg's Investment Committee, Credit Committee and Executive Committee and is responsible for overseeing the Firm's financial, compliance and administrative functions and works closely with the investor relations team. Mr. Mardirossian joined Kohlberg in 1996, was named Chief Financial Officer in 1999, a Partner in 2005 and Chief Operating Officer in 2013. Prior to joining the Firm, he managed the accounting and administration of private investment partnerships and several funds 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.

Founded in 1987, Kohlberg & Company (“Kohlberg”) is a leading U.S. middle market private equity firm based in Mount Kisco, New York. The firm invests in companies characterized by strong brands, recurring revenue streams and leading market positions, which it identifies through rigorous thematic research grounded in its White Paper Program. Leveraging its team of investment and operating partners, Kohlberg works with management teams to accelerate growth, enhance operational excellence and create value. Kohlberg currently manages approximately $20 billion on behalf of investors globally, including co-investment assets. For more information, please visit www.kohlberg.com.

Kristen Margeson

Vice President, Investor Relations and Marketing, Atlas Venture

Kristen Margeson joined Atlas Venture in 2015 to lead the firm’s investor relations and marketing efforts.

Prior to joining Atlas, Kristen was a senior research associate on the U.S. venture capital research team at Cambridge Associates. In that role Kristen monitored and performed due diligence on U.S. venture capital funds and analyzed various trends within the venture capital industry. Kristen focused much of her efforts on the healthcare sector, developing a keen interest and belief in the life sciences venture space. Prior to Cambridge Associates, Kristen was a client services professional with investment advisory firm Partners Capital Investment Group. Kristen started her career as a financial planning associate with investment advisory firm New England Private Wealth Advisors.

Kristen received a BS in economics and mathematics from Simmons College, where she graduated magna cum laude and was awarded the Alumnae Honor Award for scholarship and contributions to the college’s community. Kristen has volunteered with Youth CITIES and Promising Pals, and previously served on the steering committee of the New England Venture Network. Kristen enjoys spending her free time with her husband and two young children.

Atlas Venture is a leading biotech venture capital firm. With the goal of doing well by doing good, we have been building breakthrough biotech startups for over 30 years. We work side by side with exceptional scientists and entrepreneurs to translate high impact science into medicines for patients. Our seed-led venture creation strategy rigorously selects and focuses investment on the most compelling opportunities to build scalable businesses and realize value. For more information, please visit www.atlasventure.com.

Emily Mason

Head of Investor Relations & Fundraising, Cornell Capital

Emily is Head of Investor Relations and Fundraising at Cornell Capital where she is responsible for all of the firm’s capital raising activities, investor relationships, and communications. Prior to joining the firm in 2021, she worked at Silver Point Capital, where she focused on marketing and investor relations for the firm’s distressed debt, special situations, and private lending strategies. Prior to that, she spent over seven years at Kohlberg Kravis Roberts & Co. in the firm's Client & Partner Group. Emily began her career at JPMorgan.

Cornell Capital is a U.S.-based private investment firm with approximately $6 billion of AUM and offices in New York and Hong Kong. Leveraging decades of global investment experience, the firm looks to invest in high-quality businesses in the consumer, financial services, and industrials/business services sectors that it can build into global leaders, often through cross-border expansion driven by the firm’s Asia presence and expertise. Founded in 2013 by Senior Partner Henry Cornell, the former Vice Chairman of Goldman Sachs’ Global Merchant Banking Division and founder of its Asia private equity business, the firm is led by a highly seasoned team with decades of shared investment experience. We take a disciplined, value-driven, partnership-oriented approach to investing, targeting companies with significant potential to unlock growth through our industry, geographic, and value-creation expertise.

Kate McGann

Principal, Corporate Communications & PR, Hamilton Lane

Kate is a Principal at Hamilton Lane in the Marketing and Communications Department, responsible for the firm’s media and public relations efforts.

Prior to joining Hamilton Lane in 2016, Kate was a Director with Broadridge Financial Solutions (NYSE: BR) where she managed corporate communications at the corporate level and for the firm’s capital markets business. She has also worked at financial public relations agency Prosek Partners covering the alternatives space, and began her career at Qorvis Communications in Washington, D.C. Kate received a B.S. in English Journalism from Fairfield University.

Hamilton Lane (NASDAQ: HLNE) is a leading private markets investment management firm providing innovative solutions to sophisticated investors around the world. Dedicated exclusively to private markets investing for 30 years, the firm currently employs more than 520 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East. Hamilton Lane has $851 billion in assets under management and supervision, composed of over $98 billion in discretionary assets and nearly $753 billion in advisory assets, as of December 31, 2021. Hamilton Lane specializes in building flexible investment programs that provide clients access to the full spectrum of private markets strategies, sectors and geographies. For more information, please visit www.hamiltonlane.com or follow Hamilton Lane on LinkedIn: https://www.linkedin.com/company/hamilton-lane/.

Emily Melchior

Partner, Head of Investor Relations, Marketing & Administration, American Industrial Partners

Emily Melchior is the Head of Investor Relations, Marketing & Administration at American Industrial Partners, an industrial focused private equity firm with $17B in assets under management. She has spent the past 17 years in the private equity fundraising space. Most recently, she served as Head of Fundraising & Investor Relations at Bansk Group. She was also previously Head of Investor Relations & Chief of Staff at Searchlight Capital Partners and Crosspoint Capital Partners. She started her career in the Private Capital Advisory Group at Lazard. Mrs. Melchior graduated from Hobart & William Smith Colleges with a Bachelor of Arts in Economics and Environmental Studies.

American Industrial Partners, LLC (“AIP”) is an operationally-oriented private equity firm that makes control investments in industrial businesses serving domestic and global markets. AIP is focused on industrial businesses across a range of end-markets that include aerospace and defense, automotive, building products, capital goods, chemicals, industrial services, industrial technology, logistics, metals & mining, and transportation, among others. AIP has been active in private equity investing across three economic cycles and invests in all forms of corporate divestitures, management buyouts, recapitalizations, and going-private transactions of established businesses with sales greater than $500 million.

Jeff Mills

Partner, Head of Investor Relations, Madrona

Jeff joined Madrona this year as Partner and Head of Investor Relations. Jeff is responsible for leading and scaling Madrona’s fundraising and Investor Relations capabilities.

Prior to Madrona, Jeff joined Gryphon in 2022 as Co-Head of Gryphon’s Fundraising and Investors Relations Group where he also led fundraising and investor relations efforts. Jeff has also served as Partner and Global Head of Investor Relations at Resource Capital Funds, a mining-focused alternative investment firm, and served as a Managing Director at Brooklands Capital Strategies (a division of TPG Capital) where he focused primarily on relationship management and investor engagement. Jeff brings more than 25 years of experience in fundraising, marketing, client service and management and held prior roles as a Managing Director of Relationship Management/Business Development at Ares Management, Managing Director and Head of Investor Relations at Oak Hill Capital Partners and Relationship Manager at Probitas Partners. Before beginning his professional career, Jeff was an Aviation Officer in the U.S. Army, where he served as a helicopter pilot, including time spent as Company Commander for seven years throughout the U.S. and South Korea.

Roseita Monteiro

Principal, Investor Relations, Coller Capital

Roseita is a Principal in the Investor Relations team and is based in the firm’s New York office.

Prior to joining Coller in 2022, Roseita worked in the private equity and credit fundraising team at Manulife Investment Management.

She previously worked in the fundraising groups at Lightyear Capital and Brookfield Asset Management.

Roseita has a Bachelors in Finance and a Masters in Economics from Rutgers University.

Caroline Page

Partner, HighVista Strategies

Caroline is a Partner at HighVista Strategies and joined the firm in 2012. She is a member of the firm’s Investment Committee and leads the Relationship Management team. Previously, Caroline was a strategy consultant at Bain & Company. She also spent time at Goldman Sachs in both the Capital Markets and Securities businesses, where she advised corporations and institutional investors on investing and hedging strategies. She is a member of the Board of Trustees of Boston Collegiate Charter School. Caroline received an AB summa cum laude from Princeton University and an MBA with distinction from Harvard Business School.

Allan Petersen

Managing Director and COO, responsible for investor relations and firm operations, Nautic Partners

Allan Petersen is a Managing Director at Nautic Partners responsible for Investor Relations. Allan first joined Nautic Partners in 2001 as part of the investment staff, before rejoining the firm in 2012 to focus on investor relations and operations. Prior to joining Nautic Partners, Allan was employed by Morgan Stanley’s Investment Banking Division. Allan received a BA from Amherst College.

Nautic Partners is a Providence, Rhode Island-based middle-market private equity firm that focuses our expertise and market knowledge on three sectors: Healthcare, Industrials and Services. Nautic has completed 155 platform transactions throughout our 37-year history. In pursing our thematic and proactive investment strategy, we seek to partner with executives and management teams in an effort to accelerate the growth trajectory of our portfolio companies via acquisitions, targeted operating initiatives, and increased management team depth. For more information, please visit nautic.com.

Kathryn Pothier

Partner, Epiris LLP

Kathryn leads Epiris’ investor relations and fund raising activities.

Before joining Epiris in 2023, Kathryn spent ten years in business development and investor relations roles in the hedge fund and private equity markets, most recently at Trive Capital in Dallas, Texas. Kathryn holds a master’s degree in International Relations from the University of Cambridge and a bachelor’s degree in Music from Vanderbilt University.

Epiris

Epiris is a private equity firm, owned by its partners, which invests in opportunities to transform businesses.

Our team has worked together for many years and each of the partners has at least 20 years’ private equity experience.

We aim to transform businesses in partnership with exceptional management teams. Our approach is to focus on strategic clarity, operational excellence, growth acceleration and M&A. This has delivered a top-decile investment performance record.

Alia Rafi

Principal, Investor Relations & Fundraising, FTV Capital

Alia is a member of the investor relations team and drives FTV Capital’s overall fundraising strategy and execution, working closely with the firm’s limited partners and prospective limited partners. Prior to joining FTV, Alia was a director at MVision, one of the leading independent alternative assets advisory firms, where she was responsible for the end-to-end fundraising process for GP clients across the private asset class. Prior to MVision, Alia was a vice president at Lazard responsible for fundraising for North American clients. Alia also held roles underwriting GPs on the LP side at Alpinvest, and Partners Group. Alia is a graduate of The Wharton School at the University of Pennsylvania with a BS in Finance and Management.

FTV Capital is a growth equity investment firm that has raised $6.2 billion to invest in high-growth companies offering a range of innovative solutions in three sectors: enterprise technology and services, financial services, and payments and transaction processing. FTV’s experienced team leverages its domain expertise and proven track record in each of these sectors to help motivated management teams accelerate growth. FTV also provides portfolio companies with access to its Global Partner Network®, a group of the world’s leading enterprises and executives who have helped FTV portfolio companies for two decades. Furthermore, FTV offers a robust platform to optimize portfolio company operations and fuel their growth through FTV Propel, an in-house team of seasoned operational leaders who deliver strategic counsel and practical resources across a range of critical business functions, including talent, business development, sales, marketing, finance and technology.

Founded in 1998, FTV Capital has invested in more than 130 portfolio companies, including A-LIGN, Docupace, EBANX, Lean Solutions Group, LoanPro, LogicSource, Luma Health, Paddle, ReliaQuest and Vagaro, and successfully exited/partially exited companies including Enfusion (NYSE: ENFN), Globant (NYSE: GLOB), InvestCloud (recapitalized), MedSynergies (acquired by Optum), RapidRatings (recapitalized), Strata Fund Solutions (acquired by Alter Domus), VPay (acquired by Optum) and WorldFirst (acquired by Ant Financial). FTV has offices in New York, San Francisco and Connecticut. Learn more by visiting www.ftvcapital.com.

Sunil Rao

COO and CFO, Plum Alley Ventures Company

Plum Alley Ventures Company (PAVC) is a multi-stage VC firm that invests using a technology first, automation and data primacy principle and supports companies building business applications that are disrupting the field of advanced systems, data security, human health and AI infrastructure.

Nikki Reyes

Business Development Director, Benefit Street Partners

Nikki Reyes is a Director in the Business Development team at Benefit Street Partners and is based in New York. She is responsible for cultivating and managing relationships with both prospective and existing limited partners.

Prior to joining Benefit Street Partners in 2017, she was part of the Private Funds Group at UBS, where she focused on fundraising, primarily for first-time funds, and executing secondary transactions. Ms. Reyes received a Bachelor of Business Administration from the Mendoza College of Business at the University of Notre Dame.

Benefit Street Partners is a global alternative asset manager with $77bn in AUM focused on debt investing, primarily across six main strategies: Private Debt, Special Situations, CLOs, High Yield, Structured Credit and Commercial Real Estate.

Kathleen Rochard

Vice President, Investor Relations and Marketing, Serent Capital

Kathleen leads Serent’s marketing and investor relations team. Prior to joining Serent, Kathleen worked at Vista Equity Partners, a private equity firm that invests in software and technology-enabled businesses. At Vista, she was responsible for leading the content, event, and digital programs. Before Vista, Kathleen held various sales and marketing roles in a wide range of B2B companies, from public companies to start-ups, to help them bring their technology to market.

Kathleen holds an M.S. in Technology Commercialization from the McCombs School of Business at the University of Texas, Austin and a B.A. in Biological Anthropology from the University of California, San Diego.

Jennifer Rogg

Managing Director - Head of Investor Relations, Dunes Point Capital

Ms. Rogg has 23 years of experience in middle market private equity capital raising and investor relations. Currently, she is Managing Director - Head of Investor Relations and part of Senior Leadership at Dunes Point Capital. Previously, she served as Managing Partner and Head of Investor Relations at Odyssey Partners since 2013, where she successfully managed investor communications, fundraising initiatives, and investor relations. Prior to Odyssey Partners, she spent 11 years at Court Square Capital Partners, departing as Director of Investor Relations. During her career, Ms. Rogg has built deep relationships globally with limited partners, raised multiple funds across multiple GP’s and has helped to build best-in-class investor relations functions.

Ms. Rogg resides in Rye, NY and spends weekends in Falmouth, MA.

DPC is a family office and private investment firm, pursuing control investments in companies operating in the general industrial and business services sectors. DPC targets companies with enterprise values of up to $1 billion. For more information, please visit www.dunespointcapital.com.

William Rosener

Managing Director, Head of Institutional Client Solutions for Strategic Partners, Blackstone

William L. Rosener is Managing Director and the Head of Institutional Client Solutions for Strategic Partners.

Mr. Rosener has worked with Strategic Partners since 2007 and leads the capital raising and business development activities for the Strategic Partners platform.

Prior to joining Strategic Partners, Mr. Rosener was a member of the Private Equity Product Specialist team with Credit Suisse Alternative Investments, where he focused on the development, structuring and distribution of Credit Suisse’s wholly-owned and joint venture private equity funds, including Strategic Partners. Prior to joining Credit Suisse, Mr. Rosener was an M&A legal analyst at Deutsche Bank in Paris.

Mr. Rosener received a B.A. in French Literature from Emory University, where he was Senior Editor of the Emory Political Review. Mr. Rosener is fluent in French.

Peter Rosenstein

Chief Product Officer, Digital Solutions, GEN II

A principal and chief product officer with Gen II, Peter brings over twenty years of experience in financial services and private equity administration, including extensive experience with system design, process automation and data integration, as well as operational efficiencies.

Prior to joining Gen II, Peter served as director of private equity administration for HedgeServ where he originated, developed, and operated the firm’s private equity administration offering. Prior to this experience, Peter was a vice president and head of waterfall development for JPMorgan Private Equity & Real Estate Services. Before 2004, he was an auditor with Ernst & Young LLP. Peter graduated with a Bachelor of Science in Business Administration from Washington University, St. Louis, with concentrations in accounting and management.

Gen II is a leading independent fund administrator for private capital asset managers and investors. Since 2009, it has grown into one of the largest independent providers, overseeing over $1 trillion in private fund capital.

Known for its bespoke services and advanced technology, Gen II delivers unmatched support to fund managers and investors worldwide. Its transatlantic operations enable clients to navigate complex international markets and regulations, ensuring seamless operational infrastructure, financial reporting, and investor communication.

Zach Russo

Head of Studio, RFStudio53

As Head of RF Studio53, Zach has mentored a growing stable of directors and producers, and helped the broader studio team deepen the level of curiosity, care, empathy, and relentless energy they bring to bear in uplifting the work of RF Studio53's diverse client base. Beyond our client work, Zach helps spearhead the development of original content, from traditional documentary film to immersive AR and VR experiences, with the purpose of creating platforms for dialogue on important themes with social impact. Zach is responsible for managing RF Studio53's production from the initial strategy and creative vision through to the final deliverable. He oversees each project from start to finish and manages our team of producers, editors, assistant editors, production coordinators, writers, sound designers, composers, and more.

RF Studio53 [Formerly Osmosis Films] is a full-service production company and creative studio specializing in cutting-edge visual content development for private capital managers. With deep roots in documentary filmmaking, we approach each project with the same story-centric lens to deliver impactful content at any scale, and for any audience. 

Over the past decade, we have created thousands of videos and supported countless storytelling initiatives for clients including Bridgewater Associates, KKR, THL, WCAS Audax Group, Bregal Sagemount, Bain Capital, Advent International, and dozens of other firms around the world. From soup-to-nuts content strategy and execution for investor conferences, webinars, and other events to website design & development, and suites of videos focused on portfolio companies, investment strategies, ESG efforts, and overall firm culture – we work to ensure your message breaks through the noise.

Emily Schillinger

Executive Vice President of Public Affairs, American Investment Council

Emily Schillinger currently serves as Executive Vice President of Public Affairs for the American Investment Council. In this role, she develops and leads the Council’s comprehensive communications and media affairs strategy.

Prior to joining the AIC, she served for over fifteen years at the highest levels of government at the White House, the Senate, and the House of Representatives.

Most recently, she served as Communications Director of the House Ways and Means Committee where she advised members of the committee and led the committee’s communications strategy for the successful passage of the historic Tax Cuts and Jobs Act.

Before joining the Ways & Means Committee, Schillinger served as Press Secretary to Speaker of the House John Boehner. Prior to this, she served as Communications Director to U.S. Senator John Barrasso and the Senate Republican Policy Committee.

Earlier in her career, Schillinger served in the George W. Bush Administration as Press Secretary at the U.S. Department of Commerce and as Assistant Press Secretary at the White House.

She grew up in Columbus, Georgia and received her bachelor’s degree from Clemson University.

About the AIC
The American Investment Council (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. Member firms of the AIC consist of the country’s leading private equity and growth capital firms united by their successful partnerships with limited partners and American businesses.

Natasha S. Siegal

Head of Investor Relations, Veritas Capital

Natasha Siegal is the Head of Investor Relations on the Capital Markets & Capital Formation team at Veritas Capital. Prior to Veritas, Natasha was Head of Investor Relations at the private equity firm Paine Schwartz Partners where she was responsible for investor fundraising, communications, and relations. Prior to Paine Schwartz Partners, she was a Senior Associate at Graham Partners where she played a key role in managing the firm’s communications with investors. Previously, Natasha was an investment banking Analyst at UBS in the Global Industrial Group. Natasha holds a B.A., magna cum laude, from Amherst College and an M.B.A from Columbia Business School.

About Veritas Capital

Veritas is a longstanding technology investor with approximately $40 billion of assets under management and a focus on companies operating at the intersection of technology and government. The firm invests in companies that provide critical products, software, and services, primarily technology and technology-enabled solutions, to government and commercial customers worldwide. Veritas seeks to create value by strategically transforming the companies in which it invests through organic and inorganic means. Leveraging technology to make a positive impact across vitally important areas, such as healthcare, education, and national security, is core to the firm. Veritas is a proud steward of national assets, improving the quality of healthcare while reducing cost, advancing our educational system, and protecting our nation and allies.

Adam Smallman

Director of Membership Content, PEI Group

Adam Smallman is Director of Membership Content at PEI, creating high-value opportunities for senior financial professionals in alternative asset classes such as private equity, real estate, debt, and infrastructure to connect and learn more effectively. He is a former Head of Content at UK investment bank Liberum and at shipping intelligence service Lloyd's List Group, and was Managing Editor at Dow Jones responsible for oil, gas, commodities, and investment banking in EMEA.

Brian Smiga

Co-Founding Partner, Alpha Partners

Brian Smiga is the co-founding partner at Alpha Venture Partners, an innovative late-stage venture fund that invests growth capital in category-leading technology companies (Lime, Wish, Careem, Coupang, Getaround, DoctorOnDemand) sourced from a network of 300+ early stage venture firms. Brian also serves as an advisor to Pritzker Group Venture Capital, a twenty-year-old venture firm that’s invested in 220 technology companies.

Prior to Alpha Venture Partners, Brian was the CEO and founder of Preclick, (sold to Smilebox), where he developed popular photo software licensed worldwide by HP, 3M, Sandisk, Walmart, Costco, CVS, and Walgreens. Prior to Preclick, Mr. Smiga was CEO at 3Path, (sold to Cadmus), an Intel and Goldman-Sachs backed early “Dropbox”, and the SVP of Product & Marketing at 1ClickCharge, an early “Paypal”, where his leadership resulted in a profitable exit to CMGi.

In the 1990s, Mr. Smiga began his career as a developer at Booz & Co, and in Silicon Valley, was co-founder and President of Portfolio Software and Actioneer, where he co-authored five collaboration software patents and licensed award-winning software to Apple, IBM, Lotus, Microsoft, AOL, 3Com, Acco, and Mastercard. Brian received a BA from Swarthmore College, and graduated first with a Masters of Philosophy from Trinity College, University of Dublin, Ireland. Brian is the founder of TEDxAsburyPark.

Susan Stella

Head of Investor Relations and Impact, Activate Capital

Susan has nearly two decades of experience leading investor relations in the venture capital and private equity industry. At Activate, she is responsible for leading all investor engagement, executing the firm’s communications, and overseeing sustainability reporting.

Prior to Activate, Susan was an IR and marketing advisor to the private equity and venture capital industry. Previously, she was Principal and Director of Investor Relations and Marketing with Knightsbridge Advisers, Director of the Thunderbird Global Private Equity Center, and Partner & Co-founder at Venture Archetypes, a strategic advisory firm.

Susan's global perspective is shaped by a postgraduate fellowship with the Robert Bosch Foundation in Germany, service in the US Peace Corps, and United Nations in Mongolia. She is a board advisor and frequent speaker at PEI’s NYC IR Forum and Chair of the Board of Directors of global exchange nonprofit Cultural Vistas.

She holds a degree, with honors, from Drake University and an MBA in International Management from Thunderbird School of Global Management, where she earned the prestigious Barton Kyle Yount Award.

Activate Capital is a growth-stage venture capital firm investing in the sustainable, resilient transformation of the global economy (activatecap.com).

Guantong Sun

Head of Investor Relations, Turning Rock Partners

Mr. Sun heads the Investor Relations team at Turning Rock Partners. On a day-to-day basis, he is responsible for business development, relationship management, and client reporting / analytics on the Firm’s portfolios. Prior to joining Turning Rock, Mr. Sun was at various global alternative asset managers that included Pretium Partners, Golub Capital, and Fortress Investment Group responsible for the full spectrum of the fundraising process across an array of private credit, private equity, and hedge fund products. He began his career in investment banking at Lehman Brothers covering leveraged finance in the Asia ex-Japan region. Mr. Sun received his Bachelor of Science with Honors in Finance and International Business from NYU’s Stern School of Business.

Betsy Sylvester

Managing Director, Head of Client Management, Castlelake

Ms. Sylvester joined Castlelake in 2019 and is Head of Client Management. In this role, Ms. Sylvester leads the firm’s global client management strategy and activities, including responsibility for fund and strategic partnership formation, investor relations and investor communications. Prior to joining Castlelake, Ms. Sylvester was a Vice President with Envoi, LLC’s Client Advisory team, where she focused on client relationship management and portfolio construction. Prior to Envoi, Ms. Sylvester was a Private Wealth Advisor at Goldman Sachs, where she was responsible for soliciting new business opportunities and managing client investment portfolios. Ms. Sylvester began her career in the nonprofit sector. Ms. Sylvester received her B.A. in sociology/anthropology, magna cum laude from Carleton College and an M.B.A. in finance and economics from the University of Chicago – Booth School of Business. Ms. Sylvester is conversational in Spanish.

Chris Tamms

Network Director, Peer-to-Peer Memberships, PEI Group

Chris Tamms joined PEI over three years ago and serves as the Network Director for the Investor Relations Network and the Private Funds CFO Network. She previously worked for Cambridge University Press in New York City working with customer insights and global community management. Chris received a Master of Science in Communication from Purdue University and an International Trade & French degree from Clemson University. During her undergraduate years, she studied at business school in the Loire Valley of France.

Iris Tomczyk

Vice President of Marketing and Communications, DigitalBridge

Iris joined DigitalBridge (NYSE: DBRG) in 2023 as Vice President of Marketing & Communications, where she oversees the firm’s marketing, communications, and events strategy.

Prior to DigitalBridge, she led marketing and communications at Edison Partners and was a Director at General Atlantic, where she focused on global marketing initiatives, product launches, and brand strategy. Before that, she was part of the Communications & Marketing team at Warburg Pincus, providing strategic marketing support to portfolio companies across various stages of growth.

DigitalBridge is a leading global alternative asset manager dedicated to investing in digital infrastructure. With a heritage of over 25 years investing in and operating businesses across the digital ecosystem, including cell towers, data centers, fiber, small cells, and edge infrastructure, the DigitalBridge team manages over $88 billion of infrastructure assets on behalf of its limited partners and shareholders. For more information, visit: www.digitalbridge.com.

Lauren Testa

Head of Marketing, Americas, Advent

Lauren C. Testa joined Advent in 2013 and is Head of Marketing, Americas, based in Boston. She is responsible for all marketing, communications, and events activities across North America and Latin America.

Prior to joining Advent, Lauren spent three years in marketing, investor relations, and client services at Athena Capital Advisors, a provider of investment management and research services to families and institutional investors. Before that, she worked at Stonehorse Capital Management, a fund-of-funds manager focused on emerging hedge funds. Previously, Lauren worked for six years in the Private Banking and Investment Group of Merill Lynch.

Lauren received a BS in Marketing and Human Resource Management from Boston College and an MBA from the Carroll Graduate School of Management at Boston College.

Brad Thawley

Partner, LP Relations, New Enterprise Associates (NEA)

Brad is a Partner at NEA on the Limited Partner Relations team. He is responsible for managing both existing and potential investors in NEA. Brad also works on capital solutions for portfolio companies and the Firm.

Prior to NEA, Brad spent his career as an LP, leading General Partner selection, portfolio management, underwriting, and reporting on private equity and venture capital performance across funds, co-investments, and secondaries. He spent 3 years as Director of Private Equity UTIMCO and 14 years at the Teacher Retirement System of Texas.

Brad holds a BA in Economics and a BS in Mathematics from Bucknell University.

About NEA

New Enterprise Associates, Inc. (NEA) is a global venture capital firm focused on helping entrepreneurs build transformational businesses across multiple stages, sectors and geographies. Founded in 1977, NEA has more than $25 billion in assets under management as of June 30, 2024 and invests in technology and healthcare companies at all stages in a company’s lifecycle, from seed stage through IPO. The firm's long track record of investing includes more than 280 portfolio company IPOs and more than 465 mergers and acquisitions. For more information, please visit www.nea.com.

James Varela

Partner, Head of the Middle East, Rede Partners

James is a Partner and Head of Rede’s Middle East team.

As an experienced member of Rede's senior team, James provides strategic and investor-focused advice to our LP clients based on deep knowledge and strong relationships with a range of institutional investors across the Middle East and Europe.

James brings over 15 years' private markets experience across a range of leading country, pan-regional and global clients across a number of asset classes including private equity, private debt, real estate and infrastructure. Prior to joining Rede, James worked at Cambell Lutyens where he predominantly focused on GP relationship management and advisory assignments. Prior to Campbell Lutyens, James held positions at Jefferies Helix, Citi (M&A) and Mercer Investment Consulting.

James holds an MA in History from the University of Oxford.

About Rede Partners Rede Partners is the private markets specialist, and partners with leading GPs to deliver integrated, multi-disciplinary advice across primary fundraising, capital solutions and strategic consulting. With a deep network of global relationships and a commitment to excellence, Rede is dedicated to achieving exceptional results across all aspects of fundraising and advisory services. Over the past decade Rede has raised over €100 billion for its clients, advised on over 50 capital solutions transactions and completed 20 major off-cycle strategic advisory projects. The firm is known for its deep specialist expertise in Private Equity, Private Credit and Climate & Impact, with over 100 professionals across locations in London, New York, Hong Kong and Amsterdam. Rede is entirely independent and 100% Partner-owned. Alignment with client success is core to Rede’s business, with Rede’s employee co-investment vehicle, RedeInvest, investing alongside LPs into Rede-raised offerings.

Alexandra Walker

Head of Marketing and Communications,17Capital

Alex Walker is Head of Marketing & Communications at 17Capital, a private credit manager specializing in NAV Finance. Alex is based in London and responsible for the marketing strategy at 17Capital. Alex joined in 2018 from Investec where she spent 12 years leading the marketing for the Corporate & Institutional Banking division. Prior to joining Investec, Alex worked at Close Brothers. Alex holds a bachelor’s degree (Hons) from Newcastle University and a Chartered Postgraduate Diploma in Marketing from the Chartered Institute of Marketing.

About 17Capital

17Capital is a private credit manager, specializing in NAV finance for the private equity industry. It provides non-dilutive capital to high-quality private equity management companies, funds, and institutional investors as part of their toolkit for value creation and portfolio management. Founded in 2008, 17Capital has completed over 100 investments and 50 exits, deploying more than $13 billion since inception. 17Capital has raised $13 billion across six successive funds and mandates.

Rick Walsh

Partner and Head of Investor Relations, Court Square Capital Partners

Court Square Capital is a private equity firm based in New York City. Court Square specializes in middle market buyouts of growing companies in the business services, healthcare, industrial services, and technology and telecommunications sectors. Court Square has completed 240 platform acquisitions and hundreds of add-ons since its formation in 1980. Court Square recently closed Fund IV in January 2020 and its investor base consists of leading Limited Partners from over 20 countries.

Ashley Webster

Global Head of Real Estate Investor Relations, Nuveen Real Estate

Ashley leads Investor Relations for Nuveen Real Estate. She is responsible for cultivating and enhancing strong partnerships with institutional investors across Nuveen Real Estate’s private equity and debt strategies globally. From 2019 to 2024, Ashley managed fundraising initiatives and investor relations for Kayne Anderson Real Estate. Earlier in her career, she held key investor relations roles at Comvest Partners, Truist (formerly SunTrust Bank), and Cerberus Capital Management, where she began her career in 2006.

Ashley graduated with a B.A. in Political Science from Hobart and William Smith Colleges.

Nuveen Real Estate

Nuveen Real Estate is one of the largest investment managers in the world with $147 billion of assets under management. Managing a suite of funds and mandates, across both public and private investments, and spanning both debt and equity across diverse geographies and investment styles, we provide access to every aspect of real estate investing. With over 85 years of real estate investing experience and more than 750 employees* located across 30+ cities throughout the United States, Europe and Asia Pacific, the platform offers unparalleled geographic reach, which is married with deep sector expertise.

For further information, please visit us at nuveen.com/realestate

*Includes 385+ real estate investment professionals, supported by a further 400 Nuveen employees.

Source: Nuveen, 30 Sept 2024.

Sarah Wessling

Vice President, Growth Strategy, FEG Investment Advisors

Sarah Wessling is Vice President, Philanthropic Strategist with FEG Investment Advisors.

In this role, she leads strategic initiatives including developing messaging for core services, building new service offerings, and working with select clients for donor engagement. Before switching to this role, she served as Marketing Director for FEG and was responsible for the strategy, development, and implementation of FEG’s marketing plan and activities.

Prior to joining FEG in 2014, Sarah worked with nonprofits in development at the Cincinnati Art Museum and as a program coordinator with the Ohio Center for Law-Related Education. Directly out of college she was a Teach For America Corps Member, teaching high school social studies on the Pine Ridge Indian Reservation.

She received a dual B.A. in History and Communications from The Ohio State University and her M.B.A. from Xavier University.

Sarah is passionate about giving back to her community and currently serves as a board member for Clermont County CASA for Kids.

FEG Investment Advisors is dedicated to providing our clients with the exceptional investment experience they deserve. FEG provides services across the institutional portfolio management spectrum, from discretionary outsourced chief investment officer (OCIO) to traditional nondiscretionary consulting services. FEG predominantly serves a client base that improves our world and changes lives, such as education endowments and foundations, community foundations, healthcare organizations, private foundations, faith-based organizations, charitable organizations, family offices and other financial institutions. For more information, visit www.feg.com.

Will Wilkinson

Managing Director, Communities & Networks, PEI

Will serves as the Managing Director of Communities and Networks, where he leads the expansion of membership services and the global events portfolio. His career has covered a range of growth and innovation roles within leading information and media companies.

Prior to his current role, he held the position of General Manager at FiscalNote, a prominent global policy and market intelligence provider. Tasked with creating a new division, he successfully integrated multiple acquired businesses, culminating in the establishment of FiscalNote Global Intelligence.

His experience extends to Dow Jones, where he served as General Manager of the Wall Street Journal’s Leadership Communities, including the CEO Council. During his tenure, he developed and implemented membership models for these networks and launched WSJ Pro, a specialized data and information membership service for industry professionals.

Earlier in his career, he held leadership positions at The Economist Group, notably managing the Economist Corporate Network. He began his professional journey with a graduate scheme at a London-based advertising agency, following a decision to transition from a potential career in theatre. He holds a BA in Drama from The University of Hull.

Will is a British and Irish citizen with extensive international experience, having lived and worked in the UK, USA, Germany, and Switzerland. After nearly a decade in Frankfurt, he still tries to maintain his German language skills. He is married to Kate, a primary school teacher, and they are the proud parents of three teenagers. In his leisure time, Will enjoys playing tennis (albeit breathlessly), making music (albeit out of tune), and indulging his passion for cars (albeit often beyond his budget)

Dodson Worthington

Managing Director, Churchill Asset Management

Dodson serves as a Managing Director on the Private Equity and Junior Capital team for Churchill Asset Management. He is responsible for sourcing, executing, and managing investments in private equity funds, as well as direct equity and debt investments in middle market companies. Prior to joining the firm in 2014, Dodson worked in the Leveraged Finance group at Wells Fargo Securities, where he provided strategic capital solutions for companies in business and industrial services. Dodson has over 15 years of experience in investment banking, private equity, and entrepreneurial finance, including positions at UBS Investment Bank, VO2 Partners, and Square 1 Financial.

Dodson graduated with a Bachelor degree in History from Columbia University where he played basketball and an M.B.A from Columbia Business School.

Kenya Williams

Managing Director and Real Estate Product Specialist, Oaktree Capital Management L.P.

Ms. Williams is a managing director and product specialist for Oaktree’s Real Estate strategies. She also oversees the real estate product specialist team. In these capacities, Ms. Williams and her team are responsible for various aspects of real estate product marketing, investor relations and product development. Prior to joining Oaktree in 2021, Ms. Williams was a managing partner and owner responsible for business development, finance and operations for Uncomn Projects, a real estate focused marketing and consulting company. Prior thereto, she was with J.P. Morgan Chase as an executive director in real estate banking. Before that, Ms. Williams was with PNC Bank as a senior vice president and California market manager for real estate banking. Ms. Williams began her career with Wells Fargo as a vice president and relationship manager in the real estate group. Ms. Williams received a B.S. in business administration with a concentration in real estate finance from the University of Southern California.

Oaktree is a leader among global investment managers specializing in alternative investments, with $193 billion in assets under management as of June 30, 2024. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real estate and listed equities. The firm has over 1,200 employees and offices in 23 cities worldwide. For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com/.

Elizabeth Yates

Senior Director, Investor Relations and Head of Americas, Thoma Bravo

Elizabeth Yates is Managing Director, Investor Relations, at Thoma Bravo. Based in San Francisco, she joined the firm in 2016. Previously, Elizabeth was part of the private equity project management and origination team at Park Hill Group (Blackstone) in New York. She started her career as an investment banking Analyst in the Mergers & Acquisitions Group at UBS Investment Bank in New York. Liz holds a BS in Economics from The Wharton School of University of Pennsylvania.

Allison Yazel

Vice President, Marketing, Manna Tree Partners

Allison Yazel is the Vice President of Marketing at Manna Tree, where she plays a pivotal role in driving the firm’s marketing and communication strategies. With a deep passion for integrating nutrition and health into daily life, Allison’s approach aligns seamlessly with Manna Tree’s mission to empower consumers to lead healthier, longer lives.

Allison holds a bachelor’s degree in advertising from Columbia College Chicago, where her academic journey was enriched by studying abroad in Barcelona, Spain. During her time in Barcelona, she focused on international business and brand identity, expanding her global perspective.

Prior to joining Manna Tree in 2021, Allison founded and managed her own marketing and events consultancy firm in the Vail, Colorado where she worked closely with small business owners to help them growth their brands through content creation and effective storytelling. Her experience spans a diverse range of industries, from local businesses to larger-scale projects, showcasing her adaptability and strategic vision.

At Manna Tree, Allison’s leadership continues to shape the firm’s brand presence and support its mission of promoting health and wellness through thoughtful, impactful marketing. Outside of her professional work, she enjoys an active lifestyle that includes skiing, hiking, and outdoor adventures in the Colorado mountains.

About Manna Tree:

Manna Tree is a global private equity firm committed to investing in companies that empower consumers to live better, longer. The firm strategically invests in the consumer sector, particularly within the health and wellness ecosystem, focusing on growth-stage and buyout opportunities. Manna Tree has made investments in 13 companies to date: Health-Ade, Gotham Greens, Vital Farms, Good Culture, Verde Farms, True Food Kitchen, TruFood Manufacturing, MycoTechnology, Nutriati, Urban Remedy, The New Primal, Infinant Health and Cheetah.

Website: https://www.mannatreepartners.com/

Eliza Young

Vice President, Communications and Marketing, Thoma Bravo

Eliza Young is a Vice President of Communications and Marketing at Thoma Bravo. Joining the firm in 2022, she is focused on brand management, content and editorial oversight, and internal communications. Eliza has over 15 years of experience across a variety of sectors, including non-profit, tech, and finance. Prior to joining Thoma Bravo, she held communications roles at Meta, Macquarie, Allianz Global Investors, and JPMorgan Chase. Previously, she served as a writer and researcher for international human rights and humanitarian organizations. Eliza earned her MA in International Relations from King's College London and her BA in European History from Barnard College at Columbia University.

Stanley Yu

Principal, Investor Relations, Leonard Green & Partners

Stanley is a Principal on the Investor Relations team at Leonard Green & Partners, which he joined in 2019. Prior to LGP, Stanley was with the Retail and Consumer Goods team at Oliver Wyman in its New York office. Previously, Stanley worked at Lazard, where he supported private equity and real estate firms in capital advisory and fundraising, and at Orion Consultants, a fixed income consulting firm, both in New York. Stanley earned a Bachelor of Arts degree in Economics and International Studies from Yale University, where he graduated Phi Beta Kappa and magna cum laude, and an M.B.A. from the Wharton School at the University of Pennsylvania.

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