Dana is the Managing Director, Talent at Gauge Capital. He leads the firm’s human capital efforts, advising the firm and portfolio on building and enhancing leadership teams and boards to drive value-creation. Prior to joining Gauge, Dana was an executive search consultant at Spencer Stuart and at Russell Reynolds, partnering with clients across multiple industries. His early career includes industry operating experience from PepsiCo, Nestle, and Staples. Dana has an MBA from the Ross School of Business at the University of Michigan and a BS in economics from Santa Clara University.

Gauge Capital is a middle-market private equity firm based in Southlake, Texas. Gauge invests in five key sectors: healthcare, technology, business services, government & industrial services, and food & consumer. The firm manages more than $2.0 billion in capital and in 2020, 2021 and 2022, Inc. Magazine named Gauge one of the top private equity firms for founders. In 2021 and 2022, Gauge was also named to the Top 50 PE Firms in the Middle Market by Grady Campbell.

Emily is an Operating Partner and head of talent at Mainsail Partners, a growth equity firm that partners with founders of bootstrapped software companies to help them realize their potential. For nearly 20 years, Mainsail has been helping management teams navigate the challenges and opportunities that come with rapidly scaling a software company. With offices in Austin and San Francisco, the firm has raised over $2.2 billion in committed capital and invested in more than seventy companies. For more information, visit www.mainsailpartners.com or follow the firm on LinkedIn.

Prior to Mainsail, Emily was an Engagement Manager at Heidrick & Struggles in the Global Technology & Services Practice focused on executive level placements for Private Equity backed portfolio companies. She began her career in 2006 in management consulting, where she engaged on several US-based cross-continental projects in India, China, Hong Kong and Brazil. She moved to São Paulo, Brazil in 2008 and joined an executive search boutique dedicated to executive and board level positions across a variety of industries. Prior to repatriating back to the US in 2013, Emily served as the Managing Director for the Brazil subsidiary of Altimetrik, an IT multinational consultancy focused on ERP, cloud, and mobile app development.

Emily holds a BA in Sociology from the University of Michigan, and an MBA from Ibmec São Paulo in Brazil.

Mainsail Partners is a growth equity firm that partners with founders of bootstrapped software companies to help them realize their potential. For nearly 20 years, Mainsail has been helping management teams navigate the challenges and opportunities that come with rapidly scaling a software company. The firm includes women and men who are former software company operators who have seen these challenges first-hand. Mainsail offers assistance across a variety of functional areas including talent, finance, customer success, sales and marketing, product management, and R&D. With offices in Austin and San Francisco, the firm has raised over $2.2 billion in committed capital and invested in more than seventy companies. For more information, visit www.mainsailpartners.com or follow the firm on LinkedIn.

Steven Berman leads the Accel-KKR’s executive search function. Working with deal teams and portfolio companies to drive value by having the right people in the right seats.

For over two decades, Accel-KKR has leveraged our vast pool of resources and focused expertise in mid-market software and tech-enabled services to help hundreds of businesses go further than they have imagined.

Ted is an internationally-recognized expert on leadership and organization development. He advises investors, CEOs, and boards globally to help them position the right leaders for key roles and to support those leaders and teams for maximal value creation. Ted assists top performing organizations to anticipate and plan for future core business competencies and to install them in dynamic governance processes such as executive succession.

An organizational psychologist, human resources executive, management consultant and master coach for more than 30 years, Ted authors a bi-monthly leadership column in Chief Executive magazine and is also on the executive education faculty of the Harvard Business School. Ted has helped leaders around the world achieve enduring change in their organizations, their teams, and themselves by expanding their psychological, behavioral, and organizational insights into leadership.

Career Highlights: Ted Bililies, PhD:
• Internationally recognized expert on leadership and organization development
• Founded AlixPartners’ transformative leadership practice in 2014, advising global CEOs, their boards, and private equity investors
• Serving nearly three decades as an organizational psychologist, human resources executive, management consultant and master coach
• Executive Education faculty of the Harvard Business School and has held teaching appointments at Harvard University in four of Harvard’s graduate schools: Medical, Business, Arts & Sciences, and Extension
• Frequent speaker at leadership and investment conferences
• Featured in Fortune, The Wall Street Journal, Bloomberg, and CNBC’s Power and Money
• Author of bi-monthly leadership column in Chief Executive magazine
• Serves as exclusive advisor to the CEO of the Year Award committee
• Board Member, Perkins School for the Blind
• Board Member, Boston Graduate School of Psychoanalysis
• John Harvard Scholar, graduated magna cum laude from Harvard University

For nearly forty years, AlixPartners has helped businesses around the world respond quickly and decisively to their most critical challenges – circumstances as diverse as urgent performance improvement, accelerated transformation, complex restructuring and risk mitigation.

These are the moments when everything is on the line – a sudden shift in the market, an unexpected performance decline, a time-sensitive deal, a fork-in-the-road decision. But it’s not what we do that makes a difference, it’s how we do it.

Tackling situations when time is of the essence is part of our DNA – so we adopt an action-oriented approach at all times. We work in small, highly qualified teams with specific industry and functional expertise, and we operate at pace, moving quickly from analysis to implementation. We stand shoulder to shoulder with our clients until the job is done, and only measure our success in terms of the results we deliver.

Our approach enables us to help our clients confront and overcome truly future-defining challenges. We partner with you to make the right decisions and take the right actions. And we are right by your side. When it really matters.

Elizabeth is an Operations VP, Human Capital at Trive Capital, where her responsibilities include partnering with investment and management teams to develop and execute human capital strategies and projects in support of Trive’s portfolio companies.

Prior to joining Trive, Elizabeth served in various roles at Lennox International, a global HVAC manufacturer, including as HR Business Partner supporting corporate functions, a factory HR Manager leading engagement and retention, and a Talent Acquisition Specialist supporting global recruiting efforts. Previously, Elizabeth worked as Head of HR and Operations at RIDE TV.

Elizabeth received her MBA from the University of Texas at Arlington, an MA in Dispute Resolution and Conflict Management from Southern Methodist University, and a BA in Spanish from the University of Texas at Arlington.

Kristin joined New State Capital Partners six years ago as Senior Operating Partner, Human Capital with more than 20 years of hands-on growth strategy, talent acquisition & development experience. New State takes a hands-on role in value creation and Operating Partners are a full time, integral part of the firm's team, bringing functional expertise and seniority to the growth process.

The bulk of Kristin’s career has been focused on strategic talent acquisition for a wide range of industries including industrials and manufacturing across a broad spectrum of company sizes from startups to F100s. Kristin specializes in helping companies grow quickly and build value. She has worked across a range of companies in roles including advisor, mentor and coach.

Prior to New State, Kristin spent six years at Business Talent Group (now part of Heidrick & Struggles) and also ran a boutique executive search firm, focused on venture capital and their portfolio companies.

Kristin received her M.B.A. from NYU's Stern School of Business and her B.A. from the University of Pennsylvania.

New State Capital invests in founder-led companies in B-to-B services and Industrials ($8-$40 Million EBITDA) with a focus on value creation and growth. The firm strives to be nimble, decisive and cooperative, approaching each potential investment as an opportunity to create a long lasting and valuable relationship.

New State has made a deliberate choice to employ an experienced team, deploying a fully-dedicated Operations team for every investment.

Kelly Carlson is Managing Director, Head of Talent with STG, where she is leading the firm’s talent efforts, working across the portfolio to attract CEOs and executive leadership teams to drive results. Kelly’s mandate includes the curation of a CEO and senior leaders network aligned with the firm’s investment priorities. Driving innovations of assessment and human capital best practices to the portfolio companies are key tenants of STG’s talent strategy.

Kelly joined STG in 2019 from TillmanCarlson, a retained executive search boutique, recruiting CEOs, CFOs, CTOs and GTM leaders, where she served as one of the co-founders of the firm before being appointed President & CEO. Prior to launching her firm in 2003, Kelly spent eight years at Russell Reynolds Associates as one of the early members of the firm’s technology practice, working predominantly in software and services. Kelly started her career with AT&T and MCI in sales and account management.

Kelly received her Bachelors from Benedictine University and her Masters from DePaul University.

STG is the private equity partner to market leading companies in data, software, and analytics. The firm brings expertise, flexibility, and resources to build strategic value and unlock the potential of innovative companies. Partnering to build customer-centric, market winning portfolio companies, STG creates sustainable foundations for growth that bring value to all existing and future stakeholders. The firm is dedicated to transforming and building outstanding technology companies in partnership with world class management teams. STG’s expansive portfolio has consisted of more than 35 global companies. For more information, please visit www.stgpartners.com.

David Cohen joined Kelso in 2019 as a Partner and Managing Director leading Human Capital work. He is focused on applying talent and human resources best practices to enhance the firm’s investment process, portfolio companies and Kelso Specialist Network. He spent the preceding nine years at American Securities in a similar role in support of their middle market portfolio.

Prior to his work in private equity, Bristol-Myers Squibb for more than eight years where he held various HR leadership positions including three and a half years based in Singapore as their HR leader for Asia Pacific. Prior to joining BMS in 2001, David was with General Electric for nine years where he held various HR positions in the Company’s Healthcare, Industrial Systems and Plastics businesses. Over the course of his 35+ year business career, David has worked outside the United States three times and has extensive experience starting and developing businesses in India, China, Southeast Asia and Japan. Finally, he began his career managing a small rural based development organization in Botswana, Africa as a United States Peace Corps Volunteer.

David has a B.A. in Economics and an MBA in General Management from the University of Michigan.

About Kelso

Kelso is a founding firm in the private equity industry with a unique history and legacy, having been founded by the inventor of the Employee Stock Ownership Plan (or “ESOP”) more than 40 years ago. The principles of partnership and alignment of interest serve as the foundation of the firm’s culture and investment philosophy. Kelso is focused on North American mid-market buyout transactions within four core sectors. Since 1980, Kelso has invested through 11 funds with over $15 billion of equity capital across 135+ investments. Kelso benefits from a successful investment track record, industry-leading GP alignment, deep sector expertise, a long-tenured investing team, and a reputation as a preferred partner to management teams and corporates. The firm is based in New York, NY.

Wes leads portfolio talent efforts within the GS Value Accelerator. Previously, he led more than 100 successful executive searches for high impact portfolio company leadership, board, and operating partner roles for private equity clients including GS at Dore Partnership and Notch Partners. His technology industry experience includes strategy consulting, venture capital investing, startup CEO, and executive leadership at Alcatel-Lucent. Wes earned a BA with departmental honors from Stanford University and an MBA from the University of Texas at Austin.

Camille joined Charlesbank in 2018 as an Operating Partner focused on Talent. She partners with the Charlesbank portfolio companies to create value through people, focusing on organizational due diligence, building outstanding leadership teams, and developing portfolio level capabilities to support the portfolio CEOs and executive teams. She joined Charlesbank from Green Peak Partners, where she served as a partner working with private equity and corporate clients to develop talent strategies, optimize organizational structures, improve hiring outcomes and develop leadership teams. She previously worked at The Boston Consulting Group, providing strategic and organizational advice to leading Fortune 500 companies, private equity firms, and public sector agencies. She started her career at Lehman Brothers. Camille earned an MBA from Harvard Business School and a BA from Columbia College.

Founded in 1998, Charlesbank Capital Partners is an established private investment firm with more than $17 billion of cumulative capital raised since inception. The team has a long history of working together, a deep specialization in the middle market and experience investing over multiple business cycles. Known for its consistent, disciplined approach, Charlesbank invests primarily in North America, focusing on several core sectors (business and financial services, consumer, healthcare, industrial, and technology and technology infrastructure), with a particular focus on founder-led companies, corporate carve-outs, and transformational opportunities. In addition to its Flagship private equity funds, the firm has dedicated credit and technology strategies. The three groups collaborate closely, leveraging Charlesbank’s brand and collective insights, resources and networks. Charlesbank is guided by its mission to deliver superior risk-adjusted returns through a best-in-class team and culture and by its core values of Team, Impact, Excellence and Respect. The firm has more than 160 staff members and offices in Boston and New York.

Mara Lamoureux Edgar is the Managing Director, Human Capital at The Riverside Company where she leads portfolio talent strategy and company value creation on behalf of the Riverside Capital Appreciation Fund. Mara has lead HR and Talent functions for 25 years in both operating company roles and as an Operating Partner in various industries. Prior to joining Riverside, she held the dual role of Chief Human Resources Officer and Director of Portfolio Talent Management & HR Strategy at Parthenon Capital. Earlier in her career, Mara held senior roles at TA Associates, Arrowroot Capital, IQVIA, Kantar and Cayan. Mara has a BA from Wheaton College and a JD from Suffolk University. She is a Member of the Massachusetts Bar.

The Riverside Company is a global private equity firm that makes growth investments ranging from loans to fast-growing software and tech companies to control investments in companies with up to $400 million in enterprise value. The firm invests through nine product strategies focused on various geographies, tactics, and criteria. Since 1988, Riverside has grown from a small unfunded PEG to a global enterprise with more than $13.1 billion in assets under management conducting control and minority buyouts, growth equity investing and corporate divestitures. Riverside invests in the United States, Canada, Europe and Australia. Through more than 900 investments, the firm has developed industry specializations in business services, consumer brands, education and training, franchisors, healthcare, and software & IT. Riverside has offices across the United States and Europe and has additional offices in Hong Kong and Australia.

Dr. Sandy Fiaschetti is the founder and Managing Partner of Lodestone People Consulting, a firm which provides human capital diligence and value creation services to investors and their portfolio companies. Prior to founding Lodestone, she served as a Human Capital Managing Director for a private equity firm. She has been both an internal and external consultant to both private equity firms and mid-cap and large companies across a variety of industries.

As a business psychologist, Sandy has advised numerous firms, boards, and CEOs on organizational culture and effectiveness, talent assessment and acquisition, talent management, and leadership development. She has coached scores of C-suite executives and created effective leadership teams. She is particularly passionate about bringing science and psychometric soundness to people-related activities.

Angela is the Head of Human Capital and member of the Investment Committee at GrowthCurve Capital, where she partners with the Investment team and management teams to accelerate growth through talent and organizational design. Angela’s role focuses on assessing organizations upfront to create a blueprint for value creation, developing a bespoke organizational development strategy, and seeking to drive continuous improvement within GrowthCurve’s portfolio companies. Before joining GrowthCurve in 2022, Angela was the Chief Human Resources Officer at Sun Capital Partners, where she worked across a diverse portfolio driving human capital initiatives. Before joining private equity, Angela held several global Human Resources leadership positions at JLL, Kellogg Company, and Procter & Gamble, working in both the U.S. and Europe. Angela brings a wealth of data analytics, assessment, recruiting, talent management, and leadership development expertise from her prior experience and education. Angela earned a Master and Ph.D. in Industrial-Organizational Psychology from Wayne State University and a Bachelor of Arts degree from Kalamazoo College.

GrowthCurve Capital is a private equity firm with a proprietary approach that seeks to leverage AI, digital transformation, and human capital capabilities within its portfolio companies to accelerate their growth and create sustainable value. We believe AI provides unique opportunities to unlock new areas of value creation within our portfolio companies by enhancing their operational decision-making at scale. Together with a differentiated approach to human capital, we believe this ecosystem empowers management teams to create sustainable value.

GrowthCurve’s control-oriented investment strategy is centered on data-rich and growth-focused businesses in three investing sectors where we have deep expertise and strong networks: technology and information services, healthcare, and financial services.

Trish is the Chief Talent Officer with Wind Point Partners. Wind Point Partners is a leading Chicago-based private equity investment firm that partners with top caliber executives to acquire well-positioned middle market businesses where it can establish a clear path to value creation.

Trish works closely with Wind Point senior investment professionals to identify, assess, and cultivate relationships with top-caliber CEOs, Board Directors, Executive Advisor Partners, and C-suite candidates in the following sectors: business services, Industrial products, and consumer products. These executives play a key role in all aspects of the investment process including due diligence and joining portfolio company management teams and boards. Trish also organizes executive Summits to foster collaboration, create opportunities, and enable solution-sharing amongst portfolio company leadership teams, boards, executive candidates, and advisors.

Prior to Wind Point, Trish was the Vice President, Human Capital with The Edgewater Funds. Previously, she was a Managing Director with Citadel LLC, where she held leadership positions in global talent acquisition and human resources. Previously, Trish held senior-level roles in retained search with Heidrick & Struggles and Lynch Miller Moore O’Hara Partners.

Trish holds a BA in Psychology from Hobart and William Smith Colleges. Trish is happily married with a son who is a college sophomore, identical twin teenage daughters, and a black lab mix rescue dog.

Founded in 1984, Wind Point Partners is a private equity investment firm based in Chicago, Illinois that partners with top caliber executives to acquire well-positioned middle market businesses where it can establish a clear path to value creation. Since its founding, Wind Point Partners has raised over $5 billion in commitments and acquired more than 100 platform companies and 300 add-on acquisitions.
Wind Point Partners brings together the following three criteria in each transaction:

• Top Caliber Executives. Partner with existing CEO and/or recruit established executives who will be partners in selecting and acquiring a company where they can develop and lead a tactical value creation plan.
• Middle Market Company. Seek to identify and acquire well-positioned businesses with value creation opportunities that are a good match with Wind Point executives’ skill sets and industry expertise.
• Path to Value Creation. Seek to help companies reach their potential by identifying growth and operational improvement opportunities that can be implemented with the executive partner.

Wind Point professionals work together in the pursuit of investment success. The team is led by six managing directors who have over 100 years of combined private equity experience and an average tenure at Wind Point of 17 years. In addition to its in-house team, Wind Point has an established network of seasoned and accomplished Executive Advisor Partners (EAPs) who assist in its process and invest alongside Wind Point in every transaction.

Kate Griffin joined Bain Capital Private Equity in 2021. She is a Director of Portfolio Talent, helping to drive and support all talent efforts across the North American Private Equity Portfolio.

Prior to joining Bain Capital, Kate held several roles in the Talent Acquisition/Human Capital space. Most recently, Kate was the Recruiting Manager at Indigo Agriculture, a Boston-based agriculture-tech organization. At Indigo, Kate was responsible for managing campus recruiting along with full-time hiring for senior strategy and operations roles. Kate also worked in recruitment at Harvard Business School and Bain and Company.

Kate holds a B.A. from the University of Delaware, where she majored in Communications and minored in Music. She lives on the Northshore of Boston with her husband, 3 year old son, and 1 year old daughter.

Bain Capital is a global private investment firm with approximately $180 billion in assets under management that creates lasting impact for our investors, teams, businesses and the communities in which we live. Founded in 1984, Bain capital pioneered a consulting-based approach to private equity investing, partnering closely with management teams to offer the insights that challenge conventional thinking, build great businesses and improve operations. Over time, we have organically expanded this approach across asset classes to build one of the strongest alternative asset platforms in the world.

Today, our teams strive to create value through private equity, public equity, fixed income, credit, venture capital and real estate investments across multiple sectors, industries, and geographies. We believe that our people and the shared values we’ve espoused since our founding remain the core of our competitive advantage. This has empowered us to deliver an enduring impact to a diverse group of investors including pensions, endowments, foundations and individuals.

Dan advises boards, CEO's, investors and business leaders on strategy execution and value creation through leadership and organization performance. After a successful corporate career, Dan founded Summit in 2014 to help growth-oriented companies and business leaders scale and improve performance. He partners closely with clients to catalyze change and is an expert in leadership, strategy, assessment, executive and organization development.

Under Dan’s leadership, Summit has become the industry leader for PE investors and high growth companies in leadership and organization assessment and performance. Summit has been recognized by Forbes as America’s Best Management Consulting Firms in 2022, 2023 and 2024 and ranked as one of the fastest growing firms in the US by Inc., Consulting Magazine, and Charlotte Business Journal.

Dan is a Board-Certified Executive Coach (BCC), holds a NACD Directorship Certification, and is an active member of several industry and professional organizations, such as Fast Company’s Executive Board, Bloomberg Breakaway CEO Network, Forbes Coaches Council, Inc Masters, the International Coaching Federation (ICF), the Society for Industrial Organizational Psychology (SIOP) and the American Psychological Association (APA). He also serves on the boards of Clemson University College of Business and the Belk College of Business, University of North Carolina Charlotte.

Dan authors and presents numerous topics on CEO performance, leadership, organization change, strategy, leading in global contexts, and strategic talent management. He is regularly featured in top business publications, such as The Wall Street Journal, Fast Company, Bloomberg, Forbes, Inc, Yahoo! Finance, and Chief Executive Magazine, as well as industry publications, such as Boardroom Insider, Consulting Magazine, HR Executive, PE Hub, Mergers & Acquisitions, and Middle Market Executive.

Summit Leadership Partner advises boards, investors, CEOs and senior leaders on scaling businesses, improving performance and increasing returns by unlocking the full potential in their leaders and organizations. We do this through our expertise in behavioral and leadership science, proven business acumen, and unparalleled data and benchmarks to ensure objective insights. Our solutions are practical and actionable to help our clients assess, develop, and improve their human capital to perform at peak levels. We understand the complex challenges CEOs and management team face and are trusted partners to catalyze change. Summit has been recognized by Forbes as America’s Best Management Consulting Firms in 2022, 2023 and 2024, ranked as one of the Inc. 5000’s Fastest Growing Private Companies in America over the last four years, and was listed as #5 on Consulting Magazine’s Fastest Growing Consulting Firms. For more information, visit www.summitleadership.com, and follow us on LinkedIn, Twitter and Facebook.

Jimmy joined American Industrial Partners in 2023 and leads the Talent practice, focus on executive hiring, management team assessment, and talent development. He most recently served as Operating Partner at ParkerGale Capital where he led the firm’s talent strategy. Previously, he spent time driving talent strategy at Home Chef, at the time a private equity owned meal kit company. Prior to that, he was a consultant at Bain and Company, where he led a variety of projects including growth strategy and M&A. He spent time early in his career at Teach For America and Nortel Networks. Jimmy holds a BA in Philosophy from Northwestern University, an MEd from University of Missouri-St. Louis, and an MBA from Yale School of Management.

Jamie Jacobs serves as the Chief Talent Officer of Oak Hill Capital. Working across the entire portfolio of Oak Hill funds focusing on all aspects of Human Capital with specialties in Talent Management, Talent Acquisition, Organization design and assessment, HRIS, compensation, and benefits advice. For almost eight years prior to partnering with Oak Hill, Jamie was the Director of Human Capital at American Securities where she worked with portfolio companies’ leadership teams on all aspects of Human Capital. Previously Jamie was with Morgan Stanley for nearly eleven years where she held a number of leadership positions within the firm including heading HR projects, program and data management for the wealth management division, restructuring and strategy for the firm’s recruiting function, Senior HR Business partner for the Private wealth management business, Head of Business Management for the International Private Wealth Management business and Head of Business Management and COO for the Global Talent Management organization. Earlier in her career Jamie worked in Management Consulting at PriceWaterhouseCoopers focusing on technology, business process, and strategy consulting. Jamie received a BS in Business and Economics from Lehigh University.

Oak Hill Capital is a private equity firm managing funds with over $19 billion of initial capital commitments and co-investments since inception. Over the past 36 years, Oak Hill Capital and its predecessors have invested in approximately 100 private equity transactions across broad segments of the U.S. and global economies. Oak Hill Capital applies an industry-focused, theme-based approach to investing in the following sectors: Business Services, Industrials, Media & Communications, and Consumer. Oak Hill works actively in partnership with management to implement strategic and operational initiatives to create franchise value. For more information, please visit: www.oakhill.com.

Marc Jourlait is seasoned business executive, Private Equity Senior Operating Partner, Chairman of the Board, Board Member, and battle-tested consumer and tech turnaround global CEO.

Jourlait is the Senior Operating Partner at Riverside Private Equity Value Fund. He is Chairman of the Riverside portfolio companies SCRAM Systems, PFB and siffron. Jourlait was recently Chairman of the Board of Avenga, an Oaktree Capital portfolio company, that just sold to KKCG. Jourlait is also Operating Partner for Cathay Capital as well as Executive Chairman of the Board for IMT, one of Cathay Capital’s portfolio companies. He also serves as Chairman of the Board of Electrosonic headquartered in London UK.

Before Riverside, Marc was CEO of Kodak Alaris where he stabilized and turned around the business portfolio preparing it for a divestiture. Prior to Kodak Alaris, Marc was Deputy CEO at Navico, a global leader in Marine Electronics, an Altor Private Equity owned portfolio company bought by Goldman Sachs in 2016. Before Navico, Jourlait was Vice President and General Manager of Bose Europe, where he ran the entire €1B European business for Bose.

Previously Jourlait held senior general management, product, and marketing positions over the course of his 35+ year career in some of the world’s leading companies including Apple, HP, Seagate, and Technicolor. With triple citizenship (France, USA, Canada), he resides in Manhattan and has lived and worked in a variety of countries, including France, the United States both in Silicon Valley and New York City, Japan, and Canada. Jourlait holds an MBA from ESCP Paris.

John Knapp is an Operating Director and Talent Specialist in Berkshire Partners’ Portfolio Support Group, where he focuses on talent leadership and human capital best practices across the portfolio. Prior to joining Berkshire, John was a Partner with David Barrett Partners, a global executive search firm. Earlier in his career, he was a Principal with Egon Zehnder where he led the firm’s North American Asset Management practice and a Vice President of Institutional Wealth Services for Fidelity Investments. He began his career with Accenture in the firm’s Strategy and Business Architecture practice, and earned a B.A. from Dartmouth College and an M.B.A. from Columbia Business School.

Berkshire Partners, a Boston-based investment firm, has been investing in well-positioned, growing companies for more than 35 years. Berkshire Private Equity has made more than 145 private equity investments since its inception and has a strong history of partnering with management teams to grow the companies in which it invests. Stockbridge, founded in 2007, seeks to make public equity investments in high-quality companies with strong competitive positions and long-term growth prospects. The firm’s Stockbridge and private equity teams frequently collaborate and leverage their collective industry expertise in multiple areas, including in communications and digital infrastructure, consumer, healthcare, technology, and services and industrials. For additional information, and to see a full list of the firm’s private equity investments, visit www.berkshirepartners.com.

Conor is the Chief Talent Officer at Shore Capital, a microcap private equity firm focused on partnering with companies that have between $1-10 million of EBITDA. Conor is responsible for the recruitment of best-in-class executive leadership talent across Shore Capital’s portfolio companies, including the curation of a senior leader network, and driving innovation of assessment and human capital best practices.

Previously, Conor served as Partner and Head of the Private Equity practice at True Search. Conor served private equity firms and their portfolio companies through delivering a comprehensive and innovative suite of strategic talent services, and executive search engagements.

Prior to joining True, Conor was a Partner at a Chicago-based executive search boutique focused on serving private equity clients. Prior to his search career, Conor served as a consultant with Navigant Consulting in Chicago, where he provided business valuation and advisory work for private equity and other financial services clients.

Conor graduated with a B.S. in Finance from Miami University, and an M.B.A from The Kellogg School of Management at Northwestern University.

Steve is a Senior Vice President for Audax Private Equity where he leads Portfolio Human Capital. Previously, he was the Talent Partner at Kodiak Venture Partners. Steve also worked in the executive search industry at Korn Ferry and Russell Reynolds, where he focused on building leadership teams for early stage technology companies. Earlier in his career, he ran sales and marketing at several technology companies in Boston. Steve is a graduate of Denison University where he received a B.A. in History.

Based in Boston and San Francisco, Audax Private Equity is a leading middle market, growth-oriented investment firm with approximately $19 billion of assets under management, over 210 employees, and 100-plus investment professionals. Since its founding in 1999, the firm has invested in more than 165 platforms and 1,200 add-on acquisitions. Through our disciplined Buy & Build approach, across six core industry verticals, Audax helps portfolio companies execute organic and inorganic growth initiatives that fuel revenue expansion, optimize operations, and significantly increase equity value. For more information, visit audaxprivateequity.com or follow us on LinkedIn.

As the co-lead of the Americas Private Equity practice, Jason drives transformation programs for private equity portfolio companies, achieving tangible and measurable commercial and operational improvements on accelerated timelines.  He has 25 years of experience (including 6 years in India and 4 years in Southeast Asia and Europe).

Jason has taken interim and permanent executive roles to lead dramatic EBITDA improvements in technology and business services organizations across the globe. In particular, Jason has led global shared service operations, global market expansions, and cross-border acquisitions. Jason is a recognized expert and contributor to Harvard Business Review and has earned an MBA from The University of Chicago Booth School of Business.

Cara Nealon is a Senior Vice President at Bain Capital in the North American Private Equity Portfolio Group. As a talent specialist, she advances the human capital agenda across the portfolio to help companies build strong leadership teams and inclusive, high-performing organizations.

Prior to joining Bain Capital, Ms. Nealon was a Senior Principal at ghSMART where she advised investors and clients on executive leadership development and assessment. Earlier in her career, Ms. Nealon consulted at The Boston Consulting Group, where she focused on organizational design, leadership capability building and private equity due diligence. Cara received a BA in Economics & Public Policy from The College of William & Mary and an MBA from The Tuck School of Business at Dartmouth.

Bain Capital is a global private investment firm with approximately $180 billion in assets under management that creates lasting impact for our investors, teams, businesses and the communities in which we live. Founded in 1984, Bain capital pioneered a consulting-based approach to private equity investing, partnering closely with management teams to offer the insights that challenge conventional thinking, build great businesses and improve operations. Over time, we have organically expanded this approach across asset classes to build one of the strongest alternative asset platforms in the world.

Today, our teams strive to create value through private equity, public equity, fixed income, credit, venture capital and real estate investments across multiple sectors, industries, and geographies. We believe that our people and the shared values we’ve espoused since our founding remain the core of our competitive advantage. This has empowered us to deliver an enduring impact to a diverse group of investors including pensions, endowments, foundations and individuals.

Ruthanne is the Founder & CEO of Aster Talent. She brings to the Firm over 20 years of recruitment experience partnering with funds across size, strategy and geography.

In recent years, she has spent the lion's share of her time placing Human Capital/Talent professionals including Heads of Human Capital, Talent Partners and other specialized roles helping funds to meet some of the most complex challenges on the people front. Ruthanne is Hogan certified regularly leveraging Hogan assessment tools to guide and advise clients and candidates alike.

Ruthanne has an MBA from UC Berkeley, Haas School of Business and a BA in International Relations from UC Santa Barbara. A passionate independent movie and documentary lover, you can find her without fail at the Sundance Film Festival every January.

Aster Talent is an executive search and talent advisory boutique founded to serve the specialized talent needs of the alternative investment industry.

This hyper-focus has given us the opportunity to gain unparalleled industry insight and to build long-standing, trusted relationships with both clients and candidates.

The collective experience of our team enables us to be true extensions of our clients who rely on our counsel for hiring, compensation, on-boarding and on-going talent advisory.

Today, we are proud to partner with some of the most prestigious funds in the world and to have a client roster that comes entirely from referral

Ms. Schroeder is an Operating Partner on the WCAS Technology Talent Team, having joined in 2021. Ms. Schroeder has 15 years of talent experience spanning executive search, corporate recruiting, and talent advisory. Most recently, she served as a Senior Director at Bain & Company, where she led the Private Equity and Financial Services verticals in the Americas for the Bain Executive Network. While at Bain, Ms. Schroeder was an integral member of the development team for Bain’s LeadershipLink solution which translates portfolio company value creation plans into leadership talent strategies. Earlier, she was an executive recruiter with Russell Reynolds Associates, a leading global executive search and assessment firm. Ms. Schroeder began her career as a member of the recruiting team at The Blackstone Group. She received an MA in Social Organizational Psychology from Columbia University and a BA from Lehigh University.

Welsh, Carson, Anderson & Stowe (WCAS) is a leading U.S. private equity firm focused on two target industries: technology and healthcare. Since its founding in 1979, the firm’s strategy has been to partner with outstanding management teams and build value for its investors through a combination of operational improvements, growth initiatives and strategic acquisitions. The firm has raised and managed funds totaling over $33 billion of committed capital.

Karina is a seasoned human capital executive with wide-ranging experience in organization design, building & scaling organizations, leadership assessment, executive recruiting, and succession planning. Currently, Karina leads the Human Capital at Clearlake where she focuses on Talent management across Clearlake’s portfolio companies.

Prior to joining Clearlake, Karina co-led Human Capital Practice at Advent International where she focused on Human Capital Management across Advent’s portfolio companies, including leadership assessment, and growing network of top senior executives for CXO, Board, and Operating Partner, and Advisor roles. Prior to Advent, Karina was a Talent Partner at Softbank where she focused on Talent Practice for the Vision Fund and SoftBank Group portfolio companies. Previously Karina served as a Partner, Human Resources at Andreessen Horowitz. Prior to Andreessen Horowitz, Karina worked as a CHRO at Nuru International, an US non-profit organization with operations in the US and Africa, as well as held Recruiting roles in Europe at McKinsey & Company, and at CitiBank.

Karina holds a Master degree in Psychology from Warsaw School of Social Psychology.

Katie Solomon is Managing Director, Talent Management at Genstar Capital. She works across the firm’s portfolio to help drive growth through the identification, assessment and acquisition of talent. Katie brings experience in recruiting, investor relations, finance and consulting to her role at the firm.

Prior to joining Genstar in 2011, Katie was Vice President, Human Capital and Investor Relations at Vector Capital. Previously, she worked in executive search at Russell Reynolds Associates where she focused on recruiting senior level executives to private equity and venture backed companies. Before that, Katie led the marketing team at Harvard Business School Career Services and directed the global investment banking recruiting department at Robertson Stephens. Katie began her career as a Consultant with Bain & Company where she advised both Fortune 500 companies and private equity firms and their portfolio companies.

Katie received her B.A. Phi Beta Kappa, and her M.A. from Stanford University. She received her M.B.A. from the Stanford Graduate School of Business

Capital (www.gencap.com) is a leading private equity firm that has been actively investing in high quality companies for over 30 years. Based in San Francisco, Genstar works in partnership with its management teams and its network of strategic advisors to transform its portfolio companies into industry-leading businesses. Genstar currently has approximately $49 billion of assets under management and targets investments focused on targeted segments of the financial services, healthcare, industrials, and software industries. The firm closed Fund XI in April, 2023 with approximately $12.6 billion in total commitments. Genstar’s vision is to help build lasting, impactful companies that will continue to succeed well beyond their ownership.

Chris Trendler is a Managing Director and the Head of Portfolio Talent for the firm, responsible for leading the firm's talent strategy across the portfolio. Prior to joining MDP in 2021, Chris was a Partner at ghSMART and Company, where he advised investors, CEOs and Boards on critical talent issues.

Madison Dearborn Partners is a Chicago-based private equity firm, specializing in buyout and growth equity investments in established middle and upper-middle market companies located primarily in the United States. Since MDP's formation in 1992, the firm has raised eight funds with aggregate capital of approximately $28 billion and has completed over 150 investments. MDP is currently investing out of its most recent fund, MDCP Fund VIII, in businesses across a broad spectrum of industries, including basic industries; businesses & government software and services; financial and transaction services; health care; and telecom, media and technology services.

Margreet (Maggie) van de Griend is based in New York, joined Warburg Pincus in 2019 and focuses on organization, talent, and leadership development for portfolio companies. Prior to joining Warburg Pincus, Ms. van de Griend was a Principal at Katzenbach Partners and an Organization Expert at McKinsey & Company. She founded Sokrates Partners – a small, globally operating consulting firm. Ms. van de Griend's consulting career has focused on questions of leadership, executive teaming, transformation, commercial effectiveness, and organization; she has advised the leaders of large global corporations across multiple industries (e.g., Technology, Health Care, Consumer Goods, Transportation/Logistics, and Financial Services). She holds a Drs. (advanced academic) degree in Classical Languages and Culture from the University of Amsterdam (Netherlands).

Warburg Pincus LLC is a leading global growth investor. The firm has more than $83 billion in assets under management. The firm’s active portfolio of more than 260 companies is highly diversified by stage, sector, and geography. Warburg Pincus is an experienced partner to management teams seeking to build durable companies with sustainable value. Since its founding in 1966, Warburg Pincus has invested more than $116 billion in over 1,000 companies globally across its private equity, real estate, and capital solutions strategies. The firm is headquartered in New York with offices in Amsterdam, Beijing, Berlin, Hong Kong, Houston, London, Luxembourg, Mumbai, Mauritius, San Francisco, São Paulo, Shanghai, and Singapore. For more information please visit www.warburgpincus.com and follow us on LinkedIn.

As Partner & Chief Talent Officer, Ali leads internal talent initiatives at FTV Capital and provides comprehensive talent advisory services to the firm’s portfolio companies as part of FTV’s value creation platform, FTV Propel®. Prior to joining FTV, Ali was responsible for all human capital management initiatives at TCV. Prior to TCV, Ali was a senior client partner at Korn/Ferry International and held executive level positions at various alternative investment firms including Arden Asset Management, Och-Ziff Capital Management and Citadel Investment Group, as well as global executive search firm Heidrick & Struggles. She holds a bachelor’s degree in humanities from the University of California, Berkeley.
FTV Capital is a growth equity investment firm that has raised nearly $4 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 sales, talent, business development, marketing and technology.

Founded in 1998, FTV Capital has invested in more than 125 portfolio companies, including 6 Degrees Health, A-LIGN, Docupace, EBANX, ID.me, OpenSesame, Luma Health, ReliaQuest, Sysnet, Tango Card and Vagaro, and successfully exited/partially exited companies including Empyrean (acquired by Securian Financial), Enfusion (NYSE: ENFN), EXL Service (NASDAQ: EXLS), InvestCloud (recapitalized), Globant (NYSE: GLOB), MedSynergies (acquired by Optum), Mu Sigma (acquired by shareholders), Strata Fund Solutions (acquired by Alta Domus), Sunlight Financial (NYSE: SUNL), 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 and following the firm on LinkedIn.

John Weaver joined Risk International in 2019 and is the Senior Director of Private Equity. He works with the risk management and benefits advisory teams to drive value creation for private equity clients and their portfolio companies.

Before joining Risk International, John held executive roles with insurance consulting and risk management firms, helping companies and their management teams achieve their financial goals by employing data-driven approaches to arrive at favorable outcomes.

John has over 20 years of experience in sales, consulting, and business process outsourcing, having spent over ten years with ADP in several strategy and business development roles.

Risk International is an independent insurance, risk management consultant, and employee benefits advisor, delivering solutions through data and analytics. With no ties to the insurance industry, we align exclusively with our clients, providing unbiased support in navigating the changing insurance market. Our independent client-centric approach is evident in our transparent fee-for-service model, with 100% of fees directly paid by clients, eliminating conflicts of interest.

Recognizing that companies invest in insurance to shield themselves from financial losses, we understand the intricacies of securing appropriate coverage can be overwhelming. Leveraging our expertise and resources, we collaborate with clients to develop optimized insurance programs that are practical and cost-effective, ensuring that the insurance programs align precisely with our client's unique needs.

Visit: https://riskinternational.com