Khizer is a Co-Founding Partner of Elm Ridge Adivsors, a New York based fund financing advisory firm. In his role as an advisor Khizer works with a wide range of borrowers across the private capital space, including funds, GPs and LPs, in structuring financing transactions, sourcing lenders from a wide and growing network of bank and non-bank lenders, leading negotiations on behalf of clients and, ultimately, assisting in the efficient execution of transactions.

Until recently, Khizer was a Managing Director and Head of Debt Solutions at TP ICAP and ran the firm's Americas focused fund financing advisory business. Prior to co-establishing the advisory business at TP ICAP, Khizer worked in a variety of structuring and origination roles in the Equity Derivatives, Structured Products and Fund Finance businesses at global investment banks including UBS AG, and Nomura International plc. Khizer moved into banking after practicing as a qualified Chartered Accountant for eight years at leading financial services firms including Deloitte and Andersen.

Khizer obtained an MSc in Finance from London Business School and a BSc (Hons) in Economics from the London School of Economics. He is a member of the Institute of Chartered Accountants in England and Wales and holds the CFA designation.

Tom manages the finance and accounting, treasury and compliance teams for NXT Capital. His responsibilities include all aspects of financial planning and reporting he leads teams providing the treasury and compliance services needed to operate and grow the business. Tom previously held the positions of Controller, Treasurer and Chief Compliance Officer.

Tom brings over 30 years of financial management and capital markets expertise to NXT Capital. Prior to NXT Capital he was Chief Financial Officer and Chief Compliance Officer for Pangaea Asset Management, LLC, a specialized asset management firm focused primarily on managing leveraged loan collateral with a significant allocation to middle-market loans. Previously, Tom was Vice President, Treasury Operations at Career Education Corporation. He also spent 14 years at Heller Financial in a variety of capital markets, finance and audit positions. Tom began his career at Deloitte where he worked for eight years attaining the position of Audit Manager.

NXT Capital provides structured financing solutions to middle market companies and commercial real estate investors through our Corporate Finance and Real Estate Finance groups. We serve clients who have complex, time-sensitive needs and require a customized, hassle-free solution from a reliable partner. Our Asset Management platform offers investors proprietary access to NXT’s sourced transactions through a variety of fund offerings.

Steve leads the Private Markets Risk team, overseeing the quarterly analysis of positions held within the private market vehicles in which Aksia clients invest, providing a detailed picture of clients’ private markets risk exposures at the portfolio level. Before clients make an investment, Steve and his team also carry out position-level track record due diligence, producing detailed analytics to aid in the investment process. Prior to joining Aksia, Steve spent nine years at Allied Irish Bank in their North American Leveraged Finance group, where he managed portfolios covering middle market and large cap corporate, real assets, project finance and stressed/distressed credit. Steve graduated with honors from Trinity College Dublin with a BBs in Finance and Strategic Management. He is a CFA charterholder and has earned the CAIA designation.

Graham Bippart is editor of Private Funds CFO, an online and monthly print intelligence source focusing on best practices for private funds finance and accounting professionals. Graham has covered a broad range of financial markets in the US and Europe, including primary and secondary debt and equity markets, securitization, derivatives, and monetary and financial policy and regulation. Before Private Funds CFO, he was at GlobalCapital and Euromoney magazine.

Mr. Cassady is a Managing Director, Fund Compliance and Finance of Monroe Capital. His responsibilities include leading the firm’s fund level compliance and operations group, which includes compliance, operations, treasury functions and investment allocation between Monroe’s managed funds. Mr. Cassady also leads Monroe’s lender finance activities. He has 25 years of experience in compliance, lender finance, operations, commercial finance, underwriting, portfolio management, workouts, and loan fund management. Mr. Cassady rejoined Monroe in 2013 after being with Monroe from 2007-2010. In the interim, he was a Senior Vice President with Deloitte Corporate Finance, where he was responsible for raising debt capital for middle market companies. Prior to Monroe, he was a Director with Orchard First Source Capital (f/k/a First Source Financial) where he led a team of underwriters, managed a large portfolio of loans, and syndicated middle market club transactions. Mr. Cassady earned his M.B.A. from DePaul University’s Kellstadt Graduate School of Business and his B.S. in Accountancy from the University of Illinois.

Prior to Arena, from 2008 to 2014, he was Senior Vice President at Arbor Realty Trust where he oversaw Asset Management, and Special Assets and Situations. From 1999 through 2007 he was at UBS, and the UBS captive Hedge Fund, Dillon Read Capital Management, where he was Director and oversaw asset management and real estate debt portfolio reporting. Prior positions include roles with Capital Trust, Phoenix Realty Securities, the J.E. Robert / Goldman Sachs Joint Venture, the RTC, Citibank, and Connecticut National Bank, where he was involved with portfolio and asset management, commercial and real estate lending and investing, and loan workout and restructuring. Prior to his corporate career, Mr. Felletter was an Officer with the United States Marine Corps. He holds a Doctor of Business Administration (“DBA”) in Finance Degree from Sacred Heart University, holds a Master of Science in Systems Management from the University of Southern California (1982), a B.S. in Management from Central Connecticut State University (1979), and a Diploma in Real Estate Investment Analysis from New York University (1988). Additionally, he holds the Chartered Financial Analyst designation and is a Certified Financial Risk Manager “FRM.”

Arena is a global investment firm and merchant capital provider that seeks to generate attractive risk-adjusted and uncorrelated returns by originating a highly diversified portfolio of investments with borrowers and other counterparties for whom conventional sources of capital are scarce. Arena's mandate is global, and also unconstrained in terms of asset class and industry. Based in New York City, Arena was formed in partnership with The Westaim Corporation, a publicly traded Canadian holding company focused on the financial services industry.

Brian provides valuation and transaction opinion services to public and private investment funds. He works with private equity institutions, hedge funds, credit opportunity funds, business development companies, pension funds and mutual funds to value illiquid assets for fair value accounting purposes. He specializes in estimating the fair value of a range of financial instruments, including both senior, unitranche and subordinated loans, as well as preferred equity, common equity, option and warrant positions. Brian also has performed independent valuations on behalf of his clients for both financial and tax reporting purposes, including valuations in connection with stock-based compensation, goodwill impairment testing and purchase price allocations.

Brian stays abreast of changing industry dynamics and how those factors impact valuations. He applies in-depth industry expertise and transaction experience to produce accurate and unbiased valuations for his clients. Brian has broad experience across a variety of industries, including healthcare, consumer, manufacturing and technology.

Prior to joining Lincoln, Brian spent more than six years at Duff & Phelps, LLC, where he advised a wide range of alternative asset managers.

Brian earned a Bachelor of Science from Pennsylvania State University. He is a chartered financial analyst and an accredited senior appraiser.

We are trusted investment banking advisors to business owners and senior executives of leading private equity firms and public and privately held companies around the world. Our advisory services include mergers and acquisitions, debt advisory, growth equity and restructuring for the mid-market. We also provide valuations and fairness opinions and joint ventures advisory services. As one tightly integrated team of more than 600 professionals across 16 countries, we offer an unobstructed perspective, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades.

Barry is CFO for Antares Capital.

Barry joined Antares in 2015 from 40 North Management where he served as chief operating officer. Prior to that role, Mr. Giarraputo was with Apollo Global Management as an executive officer, chief accounting officer and controller, and CFO at various Apollo subsidiaries. Mr. Giarraputo also managed Apollo’s global treasury and valuation functions. Prior to Apollo, Mr. Giarraputo was a senior managing director with Bear Stearns and started his career at PriceWaterhouseCoopers.

Barry earned his BBA in Accounting at Bernard M. Baruch College.

Omar is a Principal, Chief Financial Officer and Chief Compliance Officer for Cloverlay Partners where he leads all financial reporting, investor relations, operations and compliance functions. Cloverlay is an independent asset management firm to focus exclusively on niche, uncorrelated, non-traditional private equity strategies and special situations.

Prior to joining Cloverlay, Omar served Apollo Global Management as Controller for hedge funds, private equity funds and managed accounts within their Opportunistic Credit group. Prior to Apollo, Omar was the Controller for East Rock Capital, where he oversaw operations and accounting activity for hybrid, multi-strategy vehicles spanning private equity, special situations and credit opportunities. Prior to East Rock, Omar was a Controller for Tokum Capital, a long short equity hedge fund focusing on the healthcare sector. Omar began his career in the investment management practice at PricewaterhouseCoopers. Omar holds a B.S. in Accounting with cum laude honors from Rutgers University and is a Certified Public Accountant. Omar also holds board positions at various nonprofit organizations.

Cloverlay is an independent asset management firm serving a unique segment of private equity. We provide institutional investors with a single point of entry into the least accessible and most inefficient private market transactions globally. Our comprehensive and rigorous investment process delivers coherent and opportunistic exposure to our investors.

The Cloverlay investment thesis targets the fundamental value of tangible and intangible assets experiencing episodic pockets of dislocation and capital void. The greatest inefficiencies occur within opaque, lightly-trafficked segments beyond the scope of traditional private equity. Investment opportunities emerge in the form of co-investments, platforms, secondaries, and funds alongside domain experts. We construct portfolios of these opportunistic private market trades to generate returns uncorrelated with more conventional investment patterns.

Mr. Hunt began his term as Chief Financial Officer and Treasurer of the Company in May 2012. Previously, Mr. Hunt was Executive Vice President and Chief Financial Officer for Yankee Candle which he joined in April 2010. Prior to joining Yankee Candle, Mr. Hunt served as the Executive Vice President of Strategic and Commercial Development for Norwegian Cruise Lines from 2007 to 2009. Prior to joining Norwegian Cruise Lines, Mr. Hunt served as Chief Financial Officer and Chief Restructuring Officer of Tweeter Home Entertainment Group, Inc. from 2006 to 2007 and Chief Financial Officer and Co-Chief Executive of Syratech Corporation from 2001 to 2006. Prior to Syratech, Mr. Hunt held several senior financial leadership positions including Chief Financial Officer of NRT Inc., Culligan Water Technologies, Inc. and Samsonite Corporation. Mr. Hunt also serves as a member of the Board of Advisors for the University of Vermont School of Business. Mr. Hunt earned a bachelor's degree in accounting and finance from the University of Vermont and is a Certified Public Accountant.

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

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

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

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

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

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

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

Raoul collaborates with some of the world’s largest private capital firms, asset managers, banks and insurance companies – to digitally transform their executive incentives, carried interest and partner commitment / co-investment programs. He is a regular speaker at industry conferences and brings close to 20 years of experience in the executive compensation and benefits space. Prior to joining EWM Global, he served as Senior Vice President – Consulting at Prudential Financial, and as the National Practice Leader for Executive Compensation Plans at UBS Wealth Management in the Americas.

He holds a dual degree in Computer Science and Economics from Denison University.

EWM Global is the FinTech you need to know. For 20 years, we’ve been leading the innovation and digital transformation of incentive and performance compensation for private capital firms, asset managers, banks and insurers across the world.

We empower our clients – which include some of the largest global financial services firms – to recruit, motivate, reward and retain their most valuable employees by providing them an unparalleled level of access, connection and transparency to their incentives and rewards.

At the same time, EWM Global’s technology and account management teams mitigate the numerous risks associated with the all-too-common one-or-two person, spreadsheet-based approach to managing these highly sensitive and critical plans, and offer our clients meaningful and auditable representations of their own data.

All of this is achieved inside a highly secure yet intuitive environment that is available 24/7 to participants and administrators, and that is constantly evolving to stay ahead of the unique needs of our global clientele.

Jiří Krόl joined AIMA in April 2010.

Jiří started his career at the Czech securities market regulator. He then moved to the European Commission’s Internal Market Directorate-General, where he was responsible for the drafting and negotiation of the Markets in Financial Instruments Directive (MiFID) implementing measures. Previously, Jiří was appointed financial markets policy director in the Czech Ministry of Finance in 2007. In 2009, he led the Czech European Union Presidency’s work in the area of financial services. Jiří studied International Relations, Economics and Politics at Tufts University, London School of Economics and Sciences Po.

The Alternative Investment Management Association (AIMA) is the global representative of the alternative investment industry, with around 2,000 corporate members in over 60 countries. AIMA’s fund manager members collectively manage more than $2 trillion in hedge fund and private credit assets.

Patricia provides valuation and transaction opinion services to public and private investment funds. She has 30 years of experience advising portfolio companies of private equity firms and providing them with valuations and fairness opinions for divestitures, recapitalizations and intra-fund transfers. Patricia works with many investment funds, including business development companies, credit opportunity funds, private equity funds and hedge funds, to value illiquid assets for fair value accounting purposes. Patricia’s clients range from closely held businesses to Fortune 500 companies. In addition, Patricia provides valuations for tax, executive compensation and other purposes.

Patricia provides clients with well-supported valuations and opinions that comply with regulatory standards.

Patricia serves on the boards of Monetta Funds and Northern Lights Fund Trust III.

Prior to joining Lincoln, Patricia was a managing director for Duff & Phelps, where she was a leader in its valuations and fairness opinions practice. Previously, she was an associate at Smith Barney, where she managed a variety of financial transactions, including mergers and acquisitions, leveraged buyouts and equity and debt financings.

Patricia earned a Master of Business Administration from the University of Chicago, Booth School of Business, a Master of Science in economics from the University of Chicago, and a Bachelor of Arts in economics from Stanford University. She is a chartered financial analyst.

We are trusted investment banking advisors to business owners and senior executives of leading private equity firms and public and privately held companies around the world. Our advisory services include mergers and acquisitions and capital markets advisory for the mid-market. We also provide valuations and fairness opinions and joint ventures advisory services. As one tightly integrated team of more than 500 professionals across 16 countries, we offer an unobstructed perspective, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades.

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

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

Megan McClellan, managing director, is the Head of Private Credit for J.P. Morgan Global Alternatives. In this role, she is responsible for the strategic direction and oversight of a multi-billion dollar platform of real asset and corporate private debt strategies. McClellan is also responsible for product development, which involves the strategy, structuring, and execution of new product initiatives. She is a member of the Global Alternatives Operating Committee.

McClellan has served in a number of senior roles at J.P. Morgan, most recently as the Chief Financial Officer for J.P. Morgan Asset Management. She has led both client and fixed income teams in Asset and Wealth Management.

McClellan began her career with J.P.Morgan as a mortgage backed securities trader in the investment bank. Her experience prior to J.P. Morgan includes trading and managing government bonds, derivatives and securitized products. In her number of senior roles at J.P. Morgan, she led client and fixed income teams in Asset and Wealth Management.

Since 2016, she led as the CFO of J.P Morgan Asset Management and has recently been presented with a new role as the Head of Private Credit at the firm. Meg will be sharing key insights from her experiences in product development and strategic direction specifically in the corporate private debt space.

McClellan holds a B.S. in Mathematics from the University of Chicago and MBA from New York University Stern School of Business.

Michelle Noyes joined AIMA in 2012 as Chief Operating Officer of AIMA's New York office and became the Association's Head of Americas in 2017. AIMA is the world’s largest membership association for alternative investment managers. Its membership has more firms, managing more assets than any other industry body, and through our 10 offices located around the world, we serve over 2,000 members in 60 different countries. AIMA’s mission, which includes that of its private credit affiliate, the Alternative Credit Council (ACC), is to ensure that our industry of hedge funds, private market funds and digital asset funds is always best positioned for success

Previously, she was Head of International Sales and Investor Relations for BRZ Investimentos, one of the largest independent asset managers in Brazil. While in Sao Paulo, she also served as the Brazil representative for AIMA and established the AIMA Brazil network. Michelle holds a B.A. and M.A. from New York University and is a CAIA Charterholder.

Drew Phillips is the Firm’s Chief Operating Officer and is responsible for the day-to-day operations of the Firm. Prior to joining Atalaya, Drew co-founded Tiger Bay Advisors, a boutique asset management consultancy, focused on driving operational efficiency, agility and scale. Prior to Tiger Bay, he has served as the Manager of the Fund and Client Legal Group at Bridgewater Associates as well as the Assistant General Counsel & Director of New Products at The Rohatyn Group. He was also Vice President for the Americas at The Bank of Tokyo-Mitsubishi and an Associate at the law firm Cadwalader, Wickersham & Taft. Drew earned his BA degree in Economics from Columbia University, his JD from Georgetown University Law Center and is on the Board of Directors of the Children’s Cancer and Blood Foundation, the oldest charitable organization in the United States dedicated to the care of children suffering from blood diseases and cancers.

Atalaya Capital Management is a privately held, SEC-registered, alternative investment advisory firm. Atalaya primarily focuses on making private credit and special opportunities investments in three principal asset classes – specialty finance, real estate, and corporate. Founded in 2006, Atalaya is headquartered in New York City and has approximately $6 billion in assets under management.

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

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

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

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

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

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

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

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

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

Tom joined Runway Growth Capital in 2015 as Chief Financial Officer and is a member of the firm's investment committee.

Tom has more than 30 years of corporate finance, investment banking, and financial executive/management experience with rapidly growing entrepreneurial companies, including a long history in credit analysis, structuring, and lending. He has a passion for growing businesses. As a lender, investor, and executive he is committed to helping businesses grow profitably, building value for all constituents. Tom began his professional career as a corporate lender with Continental Bank and Security Pacific Bank, and over the next 12 years he moved progressively deeper in the balance sheet. After four years at GE Capital funding private companies with unique capital needs he joined Discovery Zone, Inc. where, as Treasurer, he completed multiple complicated debt and equity financings including its successful IPO and served as a key member of the team completing the sale to Blockbuster Video Corporation/Viacom. He also led the International Development program and most non-franchisee acquisitions. With former Discovery Zone executives, Tom co-founded LKQ Corporation, served as CFO and later Executive Vice President of its Central Region operations. During his tenure at LKQ Corporation the company completed 31 acquisitions and grew from start-up to $225 million in revenue. Tom most recently served as Partner and Chief Operating Officer of GSV Financial Group LLC and its wholly-owned subsidiary GSV Ventures LLC.

Tom holds a Masters of Management with a concentration in Finance from Northwestern University Kellogg Graduate School of Management and a Bachelor of Science in Finance from Miami University in Oxford, OH.

Venu Rathi is currently serves as Chief Financial Officer of Morgan Stanley Direct Lending business and based in New York. Mr. Rathi oversees various functions including finance, reporting, portfolio management, valuation, and liability management of direct lending business.

Prior to Morgan Stanley, Venu was a Managing Director of the Carlyle Group and based in New York. During 2014-2019, Venu held various senior leadership positions including chief accounting officer and chief financial officer of Carlyle credit segment, TCG BDC, Inc. (CGBD:NASDAQ), TCG BDC II, Inc., NF Investment Corp (BDCs) and Carlyle Core Allocation and Balanced Risk (Mutual Funds). Global Credit is one of the four segments of Carlyle with ~$46+ billion of assets under management across 60+ active funds as of September 2019.

Prior to Carlyle, Venu worked for big 4 public accounting firms and led engagements for several hedge, private equity, private equity fund of funds, BDCs and asset management firms dealing with complex issues related to valuation, capital allocation, financial reporting and taxes. He also assisted his clients on buy-side transactions during M&A and initial public offerings.

Venu holds a bachelor’s degree in finance and accounting. He is a Certified Public Accountant in the State of New York and a Chartered Accountant in India.

Soren Reynertson is a Managing Director and the Managing General Partner of GLC Advisors, which he co-founded in 2009. Based in the New York office, he has worked with companies and their creditors on a number of assignments including bankruptcy reorganizations, exchange offers, out-of-court workouts, M&A, financings and recapitalizations for over 20 years. Recent assignments include roles in: iHeart, First Energy Solutions, City of Detroit, Jefferson County, LBI ehf. (formerly Landsbanki Íslands hf.), Puerto Rico, Colt Defense, Caesars, Foxwoods, Basic Energy, Radio Shack, Rivers Casino, City of Atlantic City and Toys R Us.

Before founding GLC Advisors, Mr. Reynertson was a Managing Director in UBS’ Restructuring & Leveraged Finance Group based in New York. Previously, Mr. Reynertson was a Managing Director and Head of the European Strategic Finance Group at Morgan Stanley in London. Prior to joining Morgan Stanley, Mr. Reynertson also held various roles within UBS’ Restructuring team in New York and London including Managing Director and Head of UBS’ European Restructuring team.

Mr. Reynertson was also a crisis manager for Jay Alix Associates (now AlixPartners) where he focused on taking operational roles in financially distressed businesses. Mr. Reynertson also worked in PriceWaterhouse’s Dispute Analysis and Corporate Recovery Group in New York, providing advisory services to troubled companies and their creditors.

Mr. Reynertson has successfully completed the following FINRA Administered Qualification Examinations: Series 7, 24, 63. Mr. Reynertson passed the Financial Services Authority (FSA) Securities Exam in the UK including CF21 (Investment Adviser) and CF309 (Customer). Mr. Reynertson held a gaming license with the State of Pennsylvania.

Mr. Reynertson received a BA from Emory University and an MBA from Columbia Business School.

Based in New York, Mr. Russell is a Senior Director, Operations, Credit Investments for PSP Investments USA. His responsibilities include operations, funding and reporting for the Credit Investments portfolio, where the team has invested over CAD$9 billion since inception. Prior to joining PSP Investments USA, Mr. Russell was Vice President, Finance at Macquarie Group Limited, where he held roles across Macquarie’s Sydney, London and New York offices supporting the Macquarie Capital division, which comprised of corporate advisory, equity & debt capital markets and principal investing. Mr. Russell started his career at Pitcher Partners, an accounting services firm. Mr. Russell holds a Bachelor of Business from the University of Technology, Sydney and received a Master of Finance from INSEAD, France. Mr. Russell is a Chartered Accountant in Australia.

Vishal Sheth joined Twin Brook in 2017 as Chief Financial Officer for the middle market direct lending loan business. Prior to that, Vishal was a member of Angelo, Gordon's finance and accounting team working on projects for strategies across the firm. Prior to joining Angelo, Gordon in 2014, Vishal worked at Fortress Investments and PricewaterhouseCoopers.

Vishal holds a B.S. degree from New York University and an M.B.A. degree from Dartmouth College.

Prior to joining MGG, Mr. Tayeb was a Principal and Controller at Apollo Investment Corporation, a publicly traded Business Development Company. At Apollo, he led day-to-day operations of finance and accounting, including supervision of middle office services and tax matters. He was also responsible for monthly and quarterly NAV and SEC filings, daily treasury operations (including managing a $1+ billion revolving multicurrency credit facility) and led quarterly investment valuations, annual budgeting, internal controls assessment, and reporting. Previously, he served as Director of Accounting for four years at Avenue Capital Group, a $12+ billion credit-focused asset manager with hedge, private equity, and real estate funds. There he was responsible for quarterly and annual financial statements, monthly valuations, reporting, and internal controls assessment, for various hybrid private equity/credit hedge funds and various management/corporate entities. He was also responsible for accounting and financial reporting of three CLOs with more than $1 billion in assets under management. He also spent a decade at PricewaterhouseCoopers LLP in New York, the U.K., and Asia, and KPMG LLP in Singapore.

Mr. Tayeb is a CPA licensed in New York, and a Chartered Accountant, and holds an MBA and Bachelor of Commerce from the University of Karachi, having obtained a 1st position in citywide uniform exams.

Shai serves as the chief financial officer of Churchill Asset Management, an investment specialist of Nuveen.
Previously, as managing director and head of senior leveraged lending for Churchill’s parent company, Nuveen, Shai was responsible for initiating Nuveen’s investment program in middle market senior loans and was directly involved in the launch of Churchill Asset Management as an affiliate in 2015. Since the launch of Churchill, he has been a member of its investment committee and has been actively engaged in the management of Churchill, including the development of its infrastructure and operations. Shai joined Nuveen in 2005 and has spent his entire career in the private debt markets, with a significant amount of time spent in Nuveen’s workout and restructuring department.

Shai graduated with a B.B.A. from Baruch College, CUNY. He holds the CFA designation.

Jessica Thompson is an Executive Director in the Global Infrastructure Debt group at IFM Investors and is the Deputy Head of North America Infrastructure Debt. In her role, she is responsible for investing in North American infrastructure projects on behalf of a global institutional investor client base. Jessica focuses on debt investments across the investment grade and sub-investment grade markets, and manages portfolios with projects throughout North America, Mexico, the UK, Europe and Australia.

Prior to IFM, Jessica was a Vice President at RBS in the Project Finance group, where she advised on and completed capital raises for large-scale power generation and renewable energy projects.

Jessica holds a Bachelor of Science from Cornell University.

IFM Investors is a global investment management firm and one of the largest infrastructure investors in the world. Established more than 25 years ago with the aim to protect and grow the long-term retirement savings of working people, IFM is owned by a group of Australian pension funds and seeks to prioritise the interests of more than 500 like-minded investors worldwide, including over 30 million pension fund members. With US$130bn under management as of 30 September 30, 2021, IFM Investors focuses on assets that combine excellent long-term risk/reward characteristics with broad economic and social benefits to the community.

Mr. White is Head of Business Development for Viteos (an Intertrust Company), working with leading Hedge Funds to developing customized outsourced middle/back office and regulatory solutions. Mr. White brings over 25 years of global experience to Viteos in ‘high touch’ client service engagements. Prior to joining Viteos, Mr. White served as Business Development Manager for NorthPoint Solutions, a business process and software technology consultant to Hedge Funds. He also previously served as Managing Principal at R Capital Advisors, a global third party marketing firm representing alternative asset money managers to institutional investors. Mr. White is a graduate of the University of Wales, Swansea.

Intertrust delivers high-quality, tailored corporate, fund, capital market and private wealth services to its clients, with a view to building long-term relationships. Intertrust works with global law firms and accountancy firms, multinational corporations, financial institutions, fund managers, high net worth individuals and family offices.

Over his career, Wills has been responsible for a wide variety of industry coverage including aerospace, industrial, transportation and sports sectors. He has been critical in building MetLife Investment Management’s (MIM) private placement secondary trading capability. In addition, Wills has also been instrumental in building MetLife’s third party asset management business for private placements. Wills joined MetLife in 2005 as part of MetLife’s acquisition of The Travelers Insurance Company where he was a private placement specialist and held various finance positions. He started his career as a public accountant.

Wills holds a Bachelor of Science in accounting from Southern Connecticut State University. He is a Certified Public Accountant and a CFA® charterholder.