Ross is a Vice President in State Street, with responsibility for private markets client solutions and product management in Boston. Ross has worked for State Street for over 15 years concentrating on private markets products since 2008, with half his career in EMEA and half in North America. He specializes in fund administration and data management solutions for alternatives and asset managers.

Prior to 2011 he managed private markets accounting services in the UK and before this custody services in Edinburgh, Scotland. Before joining State Street, Ross worked for HSBC.

Ross is a graduate of Psychology and Computing from Abertay University, Dundee, UK, has a postgraduate in business administration from Edinburgh Business School, UK and a Sustainability and Climate Risk qualification from the Global Association of Risk Professionals.

State Street’s Alternative Investment Solutions (AIS) is a global leading alternative investment service provider servicing hedge funds (approximately $627 billion), and private market funds (private equity and private credit consisting of approximately $320 billion and approximately $184 billion in real assets) as of Q4 2020. AIS is supported by over 4,700 professional staff exclusively focused on alternative asset servicing. Building on over 25 years of experience working with leading alternative investment managers and global asset managers, AIS offers extensive product expertise and innovative solutions specifically developed for alternative investments. State Street specializes in alternatives fund administration and data management servicing business.

Brandon joined Sterling in 2018 as Chief Financial Officer. He is responsible for all financial management aspects of the firm, as well as advising the firm’s portfolio company CFOs on certain financial issues and transactions. Previously, Brandon was Chief Financial Officer at Parkman Whaling, an energy focused boutique merchant bank. Prior to Parkman Whaling, he served as Chief Financial Officer of ESS Funds, a private equity firm focused on providing growth capital to the energy industry, with a focus on small and mid-sized businesses, ventures and projects. Brandon began his career in the Investment Management division at PricewaterhouseCoopers. Brandon received an MBA from Rice University and a BBA in Finance from Fort Hays State University. He is a CFA Charterholder and Certified Public Accountant. Brandon serves on the Board of the Ronald McDonald House Houston, an organization that provides a “home away from home” for families of sick children receiving medical treatment in the Texas Medical Center.

Founded in 1982, The Sterling Group is an operationally focused middle market private equity and private credit investment firm that targets investments in manufacturing, distribution, and industrial services companies. Typical enterprise values of these companies at initial formation range from $100 million to $750 million. Sterling has sponsored the buyout of 61 platform companies and numerous add-on acquisitions for a total transaction value of over $14.0 billion. Sterling currently has over $5.0 billion of assets under management.

Mr. Becker joined LLR Partners in 2012 and is responsible for financial reporting and oversight of all administrative financial matters. Prior to joining LLR he held senior financial positions at early stage as well as established entities and previously worked in public accounting. He has a BS in Economics and an MBA both from the Wharton School of the University of Pennsylvania.

LLR Partners is a private equity firm investing in middle market growth companies. LLR invests in a broad range of industries, with an emphasis on software, technology-enabled services and healthcare. Founded in 1999 and with more than $2 billion raised across four funds, LLR is a flexible provider of capital for growth, recapitalizations and buyouts. For more information about LLR, visit llrpartners.com.

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.

Katey currently heads the Private Markets business for eVestment, a global leader in institutional investor data and analytics, where she is responsible for the market intelligence, analytics and due diligence solutions for private markets investors and managers. Prior to this, she served as the Head of Alternatives for Nasdaq Private Market, providing secondary liquidity capabilities for private fund interests. Prior to joining Nasdaq, Katey was a Principal at The Carlyle Group, where she spent twelve years in several positions across Investor Services, Fund Management and Finance, mostly focused on streamlining middle office operations and reporting through technology and enhanced data management capabilities.

Prior to joining Carlyle, Katey worked at KPMG LLP. Katey received her BS from Pepperdine University.

eVestment Private Markets is a market intelligence and performance analytics solution delivered by eVestment, a Nasdaq company. By redefining the way private markets participants engage in fundraising, due diligence and investor relations, eVestment Private Markets aims to bring greater transparency and efficiency to the private markets.

Find out how our Performance Data Analytics and Management platform can help you harness, protect and leverage your performance data to achieve operational excellence at the PEI CFOs & COOs Forum.”

Mr. Braddock is the Chief Financial Officer of Stellex Capital Management and its affiliates. Prior to joining Stellex in 2014, Mr. Braddock founded Oculus Resource Group, Inc., a family office advisory firm focused on private investments in natural resources and real estate. Prior to Oculus, Mr. Braddock was a Founder and Managing Partner of Merel Capital Management LP, a principal investing group with offices in the United States and Mexico. Preceding Merel, Mr. Braddock served as a Vice President at Sunrise Capital Partners LP, an Associate in Houlihan Lokey’s Financial Restructuring Group and as a Workout Officer with First Union National Bank.

Mr. Braddock currently serves as a director on the board of The Potomac Foundation in Washington, D.C. In addition, Mr. Braddock serves as a Command Pilot for Patient Airlift Services and Angel Flight NE.
Mr. Braddock received his B.A. in political science from The George Washington University and his M.B.A. from Columbia Business School.

Stellex Capital Management is a private equity firm that invests in middle-market companies in North America and Europe through its offices in the US & Europe. Stellex is a hands-on investor with deep operational experience in our target industries in the middle market. Stellex has a history of working productively with stakeholders, lenders and labor groups, providing long-term capital with a patient, value-oriented viewpoint.

Les Brown is a Partner of Palo Alto, California-based HGGC and the Managing Partner of HGGC’s Operational Resource Group.

Les sits on the Investment Committee and his current and past board member seats include Nutraceutical International Corporation, Survey Sampling International, Serena Software and hybris Software. In addition, Les is an integral part of HGGC’s investor relations effort and significantly managed HGGC’s $1.85 billion Fund III fundraise that closed in only 99 days at its hard cap in December 2016.

Prior to joining HGGC during its founding in 2007, Les was the Chief Financial Officer of sponsor-backed Neways International. Prior to working at Neways, Les was Senior Vice President, Finance and Chief Financial Officer of Nutraceutical International Corporation, a publicly traded company (NASDAQ: NUTR). Prior to Nutraceutical, Les was a Senior Accountant at PricewaterhouseCoopers LLP.

Les attended Brigham Young University, where he earned a Master of Accountancy with High Distinction and a Bachelor of Science with Honors, summa cum laude.

HGGC is a leading middle-market private equity firm with over $5.4 billion in cumulative capital commitments. Based in Palo Alto, Calif., HGGC is distinguished by its Advantaged Investing approach that enables the firm to source and acquire scalable businesses through partnerships with management teams, founders and sponsors who reinvest alongside HGGC, creating a strong alignment of interests. Since its inception in 2007, HGGC has completed more than 200 platform investments, add-on acquisitions, recapitalizations and liquidity events with an aggregate transaction value of over $30 billion. More information, including a complete list of current and former portfolio companies, is available at www.hggc.com.

Kyle is a partner in the asset management practice of Ernst & Young’s Financial Services Office and is responsible for coordinating assurance services to our clients, working closely with our tax and transaction support practices.

Kyle has 18 years of experience serving a diversified client base in the financial service industry. His focus has been in working with private equity and venture capital firms, including those specializing in fund of funds. In addition to serving private equity clients, Kyle has worked on mutual funds, hedge funds, business development companies, GIPS engagements, SSAE 18 engagements and audits of management companies. Kyle has significant experience in addressing partnership accounting issues such as valuation and consolidation. Kyle also oversees EY’s Global Private Equity Survey.

Kyle received his BBA and MBA from the St. Bonaventure University. He is also a practicing CPA in MA and NY.

EY exists to build a better working world, helping create long-term value for clients, people and society and build trust in the capital markets.

Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.

Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.

Genie Cesar-Fabian joined ILPA in January 2024 as its first General Counsel. Her role expanded to include Chief Operating Officer in January 2025. Prior to joining ILPA, Genie practiced law as both outside and in-house counsel in the financial services industry for over 20 years, beginning as a securities/financial services litigator at AmLaw 100 firms. She later joined a middle market private equity firm as its first General Counsel/CCO, successfully building its legal and compliance department from the ground up. Having achieved partnership and been designated Head of ESG & Sustainability, Genie transitioned out of sponsor-side private equity and joined a tech-enabled asset manager as its first General Counsel, where she helped the leadership team lay the foundation for a legal department designed to scale. She then returned to private equity, heading to the LP side of the industry at ILPA.

In addition to her legal and financial services work, she has also served as a subject matter author for Thomson Reuters on topics relating to ESG and as a Strategic Advisor to BlueFlame AI. She is a founding member of both the St. John’s School of Law Alumnae Leadership Council, and its OUTLaws & Allies Alumni Association. Ms. Cesar-Fabian has been recognized by N.O.W. as a “Woman of Power and Influence,” by Mergers & Acquisitions as a “PE Innovator in ESG” and a “Leader in DEI,” and by Crain’s NY Business as a “Notable LGBTQ Leader & Executive.” She has also received her law school Alumni Association’s St. Thomas More award (for outstanding moral leadership over a career) and the Erica B. Fine ’82 Public Interest Champion Award (for commitment to public interest work). She regularly speaks at industry events on topics relating to women in financial services, US securities regulation, ESG, and DEI. Ms. Cesar-Fabian holds a B.A. in Politics from NYU and a J.D. from St. John’s University School of Law.

Miles is the VP / GM of Insight at Ontra. Prior to Ontra, Miles practiced corporate and securities law at Weil Gotshal in London and Simpson Thacher in New York. Miles holds a J.D. from the University of Chicago and a B.A. from Washington University in St. Louis. In his spare time, Miles enjoys surfing, songwriting, and playing the guitar.

Ontra is the global leader in Contract Automation and Intelligence. The Ontra platform combines the best of artificial intelligence and software with a global network of talented lawyers to offer a complete and scalable solution for recurring legal workflows, such as processing routine contracts and tracking obligations in complex agreements. Ontra delivers purpose-built contract workflow and data management tools to easily manage obligations, answer key questions, and analyze trends and benchmarks. By streamlining repetitive legal processes and transforming contracts into data, Ontra helps customers lower costs, improve quality, reduce turnaround times, and provide actionable insights, ultimately freeing internal resources to focus on impactful and engaging work.

Ontra is headquartered in San Francisco, with global operations across North America, Europe, and Asia. Learn more at www.ontra.ai.

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

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

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

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

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

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

Ben serves as the Senior Director of Industry Marketing at Sage, where he focuses on driving growth in the Financial Services segment. Prior to Sage, Ben was the Senior Director of Product Marketing at SS&C Intralinks, a SaaS provider of collaboration tools for the financial services industry, where he spent 10 years leading the Product Marketing team for the Company’s largest business unit. He has a breadth of experience in the financial services sector, as he spent the first half of his career in investment banking, where he advised on M&A and capital raising transactions to companies in the technology space.

Sage offers a highly flexible, powerful financial management solution that adapts to workflows and reporting requirements. It connects easily with other best-in-class, industry-specific solutions to give you a truly tailored solution. They are the only cloud accounting software company to be appointed a preferred provider by the American Institute of Certified Public Accountants (AICPA) and recognized by finance professionals as the highest rated solution for customer satisfaction. Financial professionals from a wide variety of industries trust Sage Intacct to give them the time and insight they need to help their organizations grow.

Jacob Comer is a Partner and the General Counsel and Chief Compliance Officer of NovaQuest Capital Management, a private investment firm focused on investments in the biopharmaceutical, life sciences, and healthcare areas. He has 18 years of legal and regulatory compliance experience involving regulated investment management firms of all types. Among other things, he is currently responsible for overseeing NovaQuest’s legal, compliance, and ESG efforts. Prior to joining NovaQuest Capital in 2020, he served as general counsel and head of regulatory and compliance for Cipher Technologies Management, a hedge fund firm focused on complex digital asset derivatives trading strategies, and for Altpoint Capital, a global, sector agnostic venture capital firm. Previously, he led legal and compliance for Starr Investment Holdings, a New York-based private equity firm focused principally on technology-enabled healthcare services firms. He began his legal career as an associate in the investment management group of Ropes & Gray LLP, a global law firm. He earned a JD, magna cum laude, from Washington & Lee University School of Law and a BBA in Accounting, summa cum laude, from Marshall University.

Founded by a team of accomplished industry professionals who began working together in 2000, NovaQuest Capital Management is a premier biopharma and life sciences investment firm. NovaQuest pioneered a Product Finance solution for the industry, providing at-risk, nondilutive funding that enables partner companies to advance pivotal clinical trials, launch new brands, license products, and acquire accretive products or companies. NovaQuest has invested in scores of biopharmaceutical assets across therapeutic areas with a clinical success rate significantly higher than the industry average. Currently managing more than $2.2 billion in capital, NovaQuest is actively investing from the $1.2 billion Fund V, evaluating global opportunities with financing needs that range from $30-100 million. For more information, please visit www.novaquest.com.

Lisa Costello servers as the Chief Financial Officer and Chief Compliance Officer of HCI Equity Partners. Lisa is an integral member of the management team, having spent over 17 years at the firm. Her responsibilities include investor reporting, oversight of the accounting and finance functions and SEC compliance.

Before joining the HCI team, Lisa was as a senior accountant for The NHP Foundation. Prior to that, Ms. Costello was a senior auditor at Reznick Fedder & Silverman (now CohnReznick).

Ms. Costello received her Bachelor of Science in Accounting from West Virginia University. She currently serves on the Board of Directors of the Washington Chapter of the Private Equity CFO Association.

HCI Equity Partners is a lower middle market private equity firm focused on partnering with family and founder owned manufacturing, service and distribution companies. The firm is headquartered in Washington, D.C.

Mr. DeCillis joined AEA as a Partner and Chief Financial Officer in 2011. He oversees finance and administration, human resources, information technology and investor relations. Before joining AEA, Mr. DeCillis spent over ten years at Ripplewood Holdings LLC, a middle market private equity firm, where he most recently served as chief financial officer and managing director. While at Ripplewood, he managed a team responsible for accounting, operating and administrative functions. Prior to Ripplewood, Mr. DeCillis worked in the assurance and business advisory services practice at PricewaterhouseCoopers LLP. Before joining PricewaterhouseCoopers, he worked in the controllers department at The Dreyfus Corporation. Mr. DeCillis has a B.S. in Accounting from Villanova University and received his M.B.A. from Columbia Business School. Mr. DeCillis is a certified public accountant.

AEA Investors LP was founded in 1968 by the Rockefeller, Mellon and Harriman family interests and S.G. Warburg & Co. as a private investment vehicle for a select group of industrial family offices with substantial assets. AEA has an extraordinary global network built over many years which includes leading industrial families, business executives and leaders; many of whom invest with AEA as active individual investors (“Participants”) and/or join its portfolio company boards or act in other advisory roles. Today, AEA’s approximately 100 investment professionals operate globally with offices in New York, Connecticut, London, Munich and Shanghai. The firm manages funds that have over $15 billion of invested and committed capital including the leveraged buyouts of middle market companies and small business companies and mezzanine and senior debt investments. AEA Private Equity invests across three sectors: value added industrials, consumer and services.

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

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

Marija is Vice President at eFront in charge of thought leadership program focused on alternative investment industry market research. She is also responsible for company’s media outreach activities related to sharing research insights with general public. Prior to joining eFront, she worked as an Assistant Lecturer at Department of Economics at Belgrade University. She holds MSc in Finance from INSEAD and MSc in Quantitative Finance from Belgrade University. Marija’s research interests include optimal portfolio choice, asset pricing theory and information economics.

eFront pioneers technology in alternative investments to help alternative investment professionals achieve superior performance. With more than 850 Limited Partner, General Partner and Asset Servicer clients in 48 countries, eFront is the leading technology partner to alternative investment professionals. eFront is the only solution suite addressing all the needs of alternative investment professionals end-to-end: fundraising, portfolio construction, due-diligence, deal-flow, portfolio monitoring, positions tracking, investor reporting, accounting, operations management, General Ledger, Private Market data, benchmarking and advanced analytics (Value at risk, cash flow forecasting, risk management). In 2019, eFront was acquired by BlackRock and since then operates as a specialized business unit within BlackRock Solutions, alongside Aladdin Institutional and Aladdin Wealth. For more information, please visit eFront.com.

Shannon is a client-focused, results-driven business executive with extensive experience in growing software, services and data businesses. Shannon has been with FIS since December 2015, as the general manager of the FIS Data and Process Solutions Group and more recently the Asset Management and Private Markets Group. Shannon focuses on establishing a common vision to solve real business challenges at scale. In her role, Shannon works to meet our clients’ diverse requirements by building innovative technology solutions to increase data access, security, and management; while driving organizational change, improving efficiency and delivering profitability for FIS.

Shannon brings value through her previous experience with infrastructure, data and other fintech providers, solving challenges in both financial institutions and non-financial institutions alike, across corporate enterprises, payments, buyside, sellside, retail and wholesale banking markets.

Shannon has a degree in International Business from The George Washington University, in Washington, D.C.

FIS is a global leader in technology, solutions and services for merchants, banks and capital markets that helps businesses and communities thrive by advancing commerce and the financial world. For over 50 years, FIS has continued to drive growth for clients around the world by creating tomorrow’s technology, solutions and services to modernize today’s businesses and customer experiences. By connecting merchants, banks and capital markets, we use our scale, apply our deep expertise and data-driven insights, innovate with purpose to solve for our clients’ future, and deliver experiences that are more simple, seamless and secure to advance the way the world pays, banks and invests. Headquartered in Jacksonville, Florida, FIS employs about 55,000 people worldwide dedicated to helping our clients solve for the future. FIS is a Fortune 500® company and is a member of Standard & Poor’s 500® Index.

Jay Dubow co-leads the securities investigations and enforcement practice at Troutman Pepper. He focuses his practice on complex business litigation, with a special emphasis on defending against shareholder derivative and securities class action litigation. He also represents clients involved in investigations by the U.S. SEC, the Pennsylvania Department of Banking and Securities, and various self-regulatory organizations, including FINRA. He also conducts internal investigations on behalf of clients. Such investigations have included allegations involving the FCPA, whistle blower claims, financial fraud, and civil and criminal violations of various federal and state laws.

Jay also counsels cannabis and CBD industry clients on corporate and regulatory issues, as well as the potential risks both for cannabis-focused companies and non-industry participants doing business with cannabis companies.

Jay previously worked at a public credit card company as senior vice president, general counsel, and chief administrative officer. Jay began his career as a staff attorney and then branch chief in the Division of Enforcement of the SEC in Washington, D.C.

Active in local and national bar associations, Jay is a leader in the American Bar Association's Business Law Section and currently serves as vice chair of the Business and Corporate Litigation Committee, co-chair of the Cannabis and Alcoholic Beverages Subcommittee, and vice chair of the Criminal and Enforcement Litigation Subcommittee. He is on the editorial board of The Business Lawyer, the law review of the Section of Business Law of the American Bar Association.

Troutman Pepper is a national law firm known for its higher commitment to client care. With more than 1,200 attorneys in 23 U.S. cities, the firm partners with clients across every industry sector to help them achieve their business goals. Our Private Fund Services practice helps U.S. and international funds and their sponsors, managers, advisers, and investors to define and achieve their business goals. Our attorneys have represented hundreds of pooled investment vehicles, including independent sponsors and committed funds—experience that we bring to bear in the dynamic and ever-evolving arena of investment structuring and regulation. Our team brings clients particular insight into regulatory and market trends. Our attorneys include veterans of the asset management industry, the Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), the Department of Justice (DOJ), and other agencies. Renowned for our full-service practice, individuals and organizations often call on our firm to offer second opinions on their business goals and strategies. Read more about the firm’s litigation, transactional, and regulatory practices at troutman.com.

Damien Dwin is an American businessman and investor who currently serves as the Chief Executive Officer of Lafayette Square. He founded Lafayette in November of 2020 as a model investment platform that deploys services-backed capital to local communities, independent businesses, and diverse investors. Lafayette Square is built for inclusion—here to change the financing paradigm and investing in an American economy worth believing in.

Lafayette Square provides a wide range of financial products that create positive impact alongside financial returns.

Previously, Damien served as Co-Founder and Co-CEO of Brightwood Capital Advisors from its founding in 2010 to October 2020.

Damien began his career as a trader with Goldman Sachs, New York & London, there earning the Michael P. Mortara Award for Innovation. He then further developed his investment expertise working for Credit Suisse, where he was the Co-Founder and Head of the North American Special Opportunities business until 2010. At Credit Suisse, Damien also served on the Vice President Selection Committee and led the Fixed Income Division Credit Training Program.

He is an active thought leader on mass incarceration, economic inclusion, racial justice and representation, and the use of purpose and profit for good. He has written for Entrepreneur and Inc.com.
A committed philanthropist, Damien currently serves as Chair of the Board of Trustees for Vera Institute of Justice. He also serves on the non-profit boards of Children’s Hospital of Philadelphia, Studio Museum in Harlem, National Trust for Historic Preservation, Woodberry Forest School, and Boys’ Club of New York.

Damien received a B.S./B.A. from Georgetown University where he later served two terms on the Board of Regents.

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

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

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

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

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

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

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

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

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

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

Kimberly Evans is an Executive Vice President at Northern Trust in Alternative Fund Services. She is the North America Head of Private Capital Fund Services — a fast growing segment for the firm. Prior to this role, she led the Governmental, Sovereign Wealth, and Taft Hartley/Union pension and treasury business, in the US, Central and South America, with over USD 880 billion in Assets Under Custody (AUC).

In addition to her direct business responsibilities, Kim also has a track record for deep engagement in organizational initiatives that holistically drive the organization forward. This includes recently leading a major organizational alignment project, the operations and technology engagement program, and currently serving as the President of the Women In Leadership Business Resource Council (WIL BRC) at Northern Trust.

With over 25 years of experience, Kim is a business transformation expert. Kim has developed, led, and executed business and change strategies for five financial services organizations, managed teams in six countries, and has implemented technical and organizational programs that have impacted over 27,000 financial services professionals throughout her career. She has also owned and operated businesses as an independent consultant and as a franchise owner. Kim’s core expertise includes creating and executing business strategy, developing and maximizing talent, and ultimately driving change and transformation to make organizations competitive, effective and efficient.

Kim graduated from the University of Illinois at Urbana-Champaign with a Bachelor of Science in Psychology and has earned numerous business, leadership, and technical certifications throughout her career.

Kim is a Chicago United 2019 Business Leader of Color honoree, a Leading Women’s Executive Alumni, and a three-time Chairman’s Award recipient. She was also recognized as a Leader in Philanthropy by the University of Chicago and currently serves on the board of the Chicago Public Education Fund (The Fund), which targets the development of principals within Chicago Public Schools (CPS).

Northern Trust is the premier provider of front, middle and back office services for some of the world’s most successful and complex asset managers. We support and service all fund types across multiple domiciles, from traditional ’40 Act mutual funds, to some of the most complex hedge and private capital structures available today. We operate as a partner to our clients, providing dynamic and customizable solutions to support their investment strategies. From market insights to regulatory and tax support and fund launch consultation, Northern Trust is focused on helping our clients build and evolve in an ever-changing marketplace. We provide the full suite of products from fund accounting/administration, operations outsourcing and custody to innovative data driven solutions designed to lower costs, increase efficiency, and enable fund growth. We operate globally across a single technology-leading platform, supporting 700+ asset manager clients located in 53 countries, with $12.1 trillion in assets under custody/administration.

Prior to joining Apex, Jeff held the position of Chief Operating Officer at Compliance Solutions Strategies, a provider of regulatory software and services to the investment management sector. He has over 30 years’ experience within financial services sector and has a wealth of experience in company operations including Technology Infrastructure, Information Security, Corporate Legal, and Facilities Management. Jeff has also held CFO, Business Technology and COO positions at hedge fund management firms and Morgan Stanley’s prime brokerage business. He received a Bachelor of Science from Cornell University and is a board member at ReferVets, a nonprofit FinTech helping military veterans find employment opportunities.

Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With 45 offices worldwide and 4,000 employees, Apex delivers an extensive range of services to asset managers, capital markets, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of products in the industry; including fund services, digital onboarding and bank accounts, depositary, custody and super ManCo services, corporate services and capital markets services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory service for private companies.
www.theapexgroup.com

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.

Megan Gentilesco has responsibility for the Global Credit and Global Private Equity businesses, working with both fund administration and asset owner clients to deliver tailored solutions for their needs as managers of – and investors into – private credit and private equity funds. Working closely with technology and operations colleagues, Megan drives product enhancements and new product developments based on client, market and business needs. Megan has over 15 years’ experience in the alternative investment industry, including expertise in private equity, real estate and hedge fund administration, as well as portfolio administration for asset owners. Prior to joining BNY Mellon in 2016, Megan worked at J.P. Morgan in London and New York as a senior product manager within the Alternative Investment Services group, with particular focus on the accounting and administration of private equity and hybrid credit funds. Megan holds a BS in Applied Economics from Cornell University and an MBA from the London Business School.

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody and/or administration, and $2.2 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

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

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

Navneet currently serves as a Managing Partner and Chief Financial Officer of SoftBank Investment Advisers (SBIA).

Prior to joining SoftBank, Navneet served in senior corporate officer roles for publicly traded multinational corporations. At CA Technologies, Navneet was Senior Vice President of Finance and Strategic Pricing, where he led treasury, corporate business development, pricing and business unit finance functions. Previously, he was Vice President of Corporate Development and Project Finance as well as Treasurer at SunPower Corporation. Navneet also served in several capacities during his eight-year tenure at Sun Microsystems, most recently as Controller for its Microelectronics Group. He also held finance positions at Hewlett-Packard, Pfizer and Fortistar Capital. Navneet currently serves as a member of the Audit Committee for the board of directors of ARM Holdings, and as board director of SBIA US, SVF Investment Corp. (SVFA), SVF Investment Corp. 2 (SVFB), and SVF Investment Corp. 3 (SVFC). Navneet earned MBA and MEng degrees from Cornell University.

At SoftBank Investment Advisers, we believe the next stage of the Information Revolution is underway. Through the SoftBank Vision Funds, we are investing more than $100 billion in the businesses and technologies that will help make it possible. We offer the operational expertise, global network and patient capital required to help exceptional founders build market-leading companies. We are committed to building a world-class organization. If you’re interested in a role with any of the SoftBank Investment Advisers entities, we want to hear from you.

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. Hull is the Global Chief Financial Officer and the Chief Operating Officer of L Catterton. Prior to joining L Catterton, Mr. Hull served as the Director of Revenue in the Cabinet of the Governor of Rhode Island. Prior to his stint in public service, Mr. Hull served in a variety of financial leadership positions including the CFO and COO of Providence Equity Partners, a $40 billion private equity and hedge fund firm, the EVP and CFO of Ally, Inc. (formerly GMAC LLC), and the SVP and CFO of Bank of America's Wealth Management business.

Mr. Hull graduated with a B.A. from the University of Virginia and received his M.B.A. from the Harvard Business School. Mr. Hull serves on the board of the Jefferson Trust at the University of Virginia.

L Catterton is the largest and most experienced consumer-focused private equity firm in the world. Since its founding in 1989, L Catterton has completed over 200 investments in leading brands across all consumer segments. In 2016, Catterton Partners (as it was then known) merged with L Capital, the private equity platform formerly owned by LVMH, to establish L Catterton. In this transaction, LVMH and Groupe Arnault (the family office of Bernard Arnault) collectively became minority investors in L Catterton.

Currently, L Catterton has more than $27 billion of equity capital including co-invest, covering 90% of global GDP across 17 offices worldwide. The firm’s deeply talented team of more than 190 investment and operating professionals, including approximately 50 partners and equivalents, is focused on building enduring, iconic consumer brands and businesses worldwide. L Catterton is led by its co-Chief Executive Officers, J. Michael Chu and Scott Dahnke.

Today, L Catterton operates six different fund strategies: (i) a Flagship Buyout Fund, focused on investments of between $75 million and $500 million in growth companies across North America and Europe; (ii) a Growth Fund, focused on middle-market growth companies between $10 million and $75 million in North America and Europe; (iii) an Asia Fund, focused on investments between $50 million and $150 million across Asia; (iv) a European fund focused on investments in middlemarket growth companies in Western Europe between €30 million and €100 million; (v) a Latin American fund focused on investments of $30 million and $75 million in Latin American middlemarket growth companies; and (vi) a Real Estate fund that invests between $25 and $120 million as a co-developer in large scale, mixed-use projects anchored by luxury retail.

Angela joined EQT Partners in 2022 to lead Sustainability Integration for EQT's Private Capital business line. Her role is to drive sustainability value creation through the investment lifecycle by supporting ESG due diligence and the portfolio company integration of sustainability into the full potential plan.

Angela spent over a decade and a half as an operator helping companies to realize sustainability value creation through growth and efficiency levers at Accenture Strategy and Grant Thornton. She has worked with public and private companies in the sectors of healthcare, software, technology, professional services and consumer goods in both the UK and United States. Angela has also worked international bodies such as the World Economic Forum, World Bank and United Nations to drive the sustainability agenda at the intergovernmental level.

Angela graduated from Columbia University from School of International Public Affairs with a Masters in Public Administration, where she now teaches as an adjunct professor at the Climate School on the topic of Sustainability Value Creation in Private Markets.

EQT is a purpose-driven global investment organization focused on active ownership strategies. With a Nordic heritage and a global mindset, EQT has a track record of almost three decades of delivering consistent and attractive returns across multiple geographies, sectors and strategies. EQT has investment strategies covering all phases of a business’ development, from start-up to maturity. EQT today has EUR 113 billion in fee-generating assets under management, within two business segments – Private Capital and Real Assets.

With its roots in the Wallenberg family’s entrepreneurial mindset and philosophy of long-term ownership, EQT is guided by a set of strong values and a distinct corporate culture. EQT manages and advises funds and vehicles that invest across the world with the mission to future-proof companies, generate attractive returns and make a positive impact with everything EQT does.

The EQT AB Group comprises EQT AB (publ) and its direct and indirect subsidiaries, which include general partners and fund managers of EQT funds as well as entities advising EQT funds. EQT has offices in 24 countries across Europe, Asia and the Americas and has close to 1,800 employees.

Brenlen Jinkens is the co-head of the Jefferies’ Private Capital Advisory group (“PCA”), and is based in London where he leads PCA in Europe/MENA. PCA is a global leader in secondary advisory services, and supports LPs and GPs on a range of liquidity and portfolio management solutions. Prior to joining Jefferies, he was the Head of European Capital Advisory at Greenhill, and a former Partner, Managing Partner of Cogent Partners Europe and Member of the Executive Committee of Cogent Partners , the pioneering secondary advisory boutique. Mr. Jinkens has an MBA from Stanford University, a BA from Princeton University, and was born and raised in New Orleans, LA.

Jefferies, the global investment banking firm, has served companies and investors for over 50 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as wealth management. The firm provides research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Ryan has over 30 years of experience in running software businesses and leading sales teams. Prior to Allvue, Ryan spent 7.5 years in London at Finastra and Misys, where he served as EVP of International and was responsible for all go-to-market teams and client facing activities for the European, Middle Eastern and Asian Pacific territories. Additionally, Ryan was the Misys Global Head of Sales prior to the merger of Misys and D+H. Ryan also held several leadership roles in Europe and the US for SunGard and GLTrade. He holds a Bachelor of Science degree from Cornell University and served as a Captain in the US Army Reserves for 11 years.

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

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

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

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

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

Ms. Knapp is a Partner and the Operating Officer of Corsair and a member of the firm’s Investment Committee. She joined Corsair in 2001 and is based in New York.

Ms. Knapp leads the finance, legal, compliance, human talent, information technology and office management functions of Corsair. She is also involved with investor relations and various other initiatives at the firm. Prior to joining Corsair, Ms. Knapp was an Associate with J.P. Morgan Chase & Co., where she was involved with the firm’s role as sponsor of the first two Corsair funds raised. Previously, she worked at PricewaterhouseCoopers LLP in the firm’s capital markets audit and assurance practice.

Ms. Knapp is a certified public accountant, holds a B.S. in Accounting from the University at Albany, SUNY and an M.B.A. from the New York University Stern School of Business. She is a board member of The University at Albany Foundation, serves on the Dean’s Advisory Board for The University at Albany, SUNY’s School of Business, and a member of the NY Women’s Forum.

Corsair is a global specialist investment firm offering opportunities for investors and solutions for companies across financial & business services and infrastructure. The firm has almost three decades of experience partnering with businesses at the crossroads of technology transformation and financial services complexity and established its complementary infrastructure investment practice in 2015. Corsair has invested $12 billion in capital across its global buyouts and infrastructure platforms since inception.

Ms. Kumar joined Greenbriar in 2011. Prior to joining Greenbriar, she was Chief Financial and Administrative Officer of e-commerce company Rent the Runway and Executive Vice President and Chief Financial Officer of global internet services company AOL. Previously, Ms. Kumar held senior executive positions at Time Warner, Inc., priceline.com and Morgan Stanley.
Ms. Kumar is an independent director of Aberdeen Asset Management plc's The India Fund, Inc. and the Legg Mason Closed End Fund. She serves on the Brunswick School Board of Trustees and is a member of the Council on Foreign Relations.

Education
• Harvard and Radcliffe Colleges, AB
• Harvard Business School, MBA

Greenbriar makes privately negotiated investments in market leading services and manufacturing businesses in selected sectors where our capital, expertise and resources can accelerate growth and enhance strategic positioning. Since our founding in 1999, Greenbriar has raised over $6 billion of committed capital across five funds.

Michael Lebowitz is the Head of Investment Compensation at Manulife Investment Management, where he leads a global team responsible for designing and managing comprehensive compensation strategies for investment professionals. His expertise spans direct compensation, carried interest, employee investment programs, governance frameworks, and incentive design across Public and Private Markets.

Prior to Manulife, Michael spent eight years at BlackRock overseeing compensation for Alternatives and managing carried interest and employee investment programs. Earlier in his career, he held leadership roles at McKinsey & Company, focusing on partner equity and retirement programs, as well as private equity and hedge fund accounting and operations.

Michael holds a BA from the University at Albany, an MA from The Ohio State University, and an MBA from NYU Stern. He resides in Larchmont, NY, with his wife and two sons and is active in youth sports—although he recently made the transition to “number one fan”!

Manulife Investment Management is the global wealth and asset management division of Manulife Financial Corporation, a prominent international financial services group. With over $1 trillion in assets under management and administration, the firm provides a wide array of investment solutions to a diverse clientele, including institutional investors, advisors, and individuals, spanning both Public and Private Markets.
In the realm of Private Markets, Manulife Investment Management offers a comprehensive platform that encompasses Private Equity, Private Credit, Real Estate, Infrastructure, and Natural Resources. The firm is committed to integrating sustainability into its investment strategies to ensure long-term value creation for its clients.
With a robust global presence across North America, Asia, and Europe, the firm prioritizes strong governance, client alignment, and innovation. Manulife Investment Management's mission is to cultivate long-lasting partnerships by delivering customized investment solutions that address the changing needs of the market.

Mark Lessing joined Insight in 2000 and is currently a Managing Director and the Chief Financial Officer.

Mark serves on several of the firm’s executive committees and handles investor reporting, including quarterly financial reporting, investor presentations, and communications to limited partners. He was integral to the firm’s efforts in raising its last several investment funds and leads the firm’s process to review and analyze portfolio company performance. Additionally, Mark has been involved in the financial due diligence efforts on many of Insight’s investments since joining the firm in 2000. Subsequent to Insight’s investment in a company, Mark interacts with and supports the CFOs of Insight’s portfolio companies to help them negotiate with lenders, prepare board packages and financial reports, coordinate annual audits and evaluate the impact of new accounting rules.

Prior to joining Insight, Mark was a Vice President at Prudential Securities, where he was responsible for a wide range of financial functions, including assessing the firm's capital requirements, foreign exchange hedging and financial planning issues. Prior to that, Mark worked at J.P. Morgan, as part of the expense management team. Mark received a B.S. from Cornell University and an M.B.A. in Finance with a co-major in International Business from New York University’s Leonard N. Stern School of Business.

Insight Partners is a leading global venture capital and private equity firm investing in high-growth technology and software ScaleUp companies that are driving transformative change in their industries. Founded in 1995, Insight Partners has invested in more than 400 companies worldwide and has raised through a series of funds more than $30 billion in capital commitments.

Mark Levitt is Chief of Staff at Global Infrastructure Partners. Mr. Levitt works with GIP’s Managing Partner on strategy and leadership of the Firm. Previously, Mr. Levitt was GIP’s Chief Operating Officer and Global Head of Human Capital. Over the course of his time with GIP, Mr. Levitt has lead talent management, leadership development, diversity and inclusion, performance management, learning, compensation and benefits, and recruiting, GIP’s administrative functions, managed the junior investment team, was Secretary to the Investment Committees, and has seen GIP grow from one fund with $5.6 billion of AUM to its current five funds and $75 billion of AUM. Founded in 2006 as a joint venture with Credit Suisse and General Electric, Global Infrastructure Partners (GIP) is a leading global, independent infrastructure investor which combines its specialist industry experience and industrial best practice operational management to achieve superior risk-adjusted returns.

Prior to joining GIP, Mr. Levitt spent 14 years at Credit Suisse, where he most recently served as a Managing Director and the Chief Operating Officer of the Global Investment Banking Division. Prior to his appointment to COO, Mr. Levitt served as Chief Financial Officer of the Investment Banking Division, having previously worked in the Fixed Income, Equity Derivatives and Emerging Markets businesses of Credit Suisse, Donaldson, Lufkin & Jenrette, Morgan Stanley and Bankers Trust. He started his career at Ernst and Young.

Mr. Levitt holds an M.B.A from Columbia University and a B.B.A. in Accounting and Finance from Emory University, is married with three children, and resides in Roslyn, N.Y.

Global Infrastructure Partners (GIP) is a leading global independent infrastructure fund manager.

We target infrastructure businesses and assets in energy, transportation, digital, water and waste sectors where we believe our expertise and relationships provide a competitive advantage. GIP’s in-depth knowledge of our target industries helps to improve our ability to originate proprietary transactions, conduct deep and extensive due diligence, structure and close investments, employ best practice operating management, effectively manage stakeholder relationships and identify exit opportunities.

GIP has grown to be one of the world’s largest infrastructure investors and currently manages $77 billion in assets on behalf of its global investor base. The companies in GIP’s equity portfolios have combined annual revenues greater than $34 billion and employ approximately 58,000 people. Moreover, our mission as a firm includes not just creating value for our investors, but ensuring our businesses deliver high quality service to the communities and customers each serve.

Diego Lopez serves as a technology strategist for Global Fund Services. In his role, Diego designs department-wide technological tools, business processes and new product offerings. He joined U.S. Bank Global Fund Services through the acquisition of AIS Fund Administration in 2012. Prior to this role, he worked as a senior manager within the operations department while helping to develop department-wide tools.

Diego graduated from Rutgers University and is finalizing his masters degree in business administration at his alma mater.

U.S. Bank Global Fund Services understands the challenges facing managers. For over 50 years, our clients have relied upon the resources, strength and financial stability of U.S. Bank to provide the expertise and systems necessary to support the highest quality services for each of their specific products. We concentrate on bringing you the flexibility, accuracy and efficiency needed, so you can focus on your strengths - investment management and asset growth.

Whether you use our complete package or just one, you’ll get the latest in fund technology and the complete attention of our industry professionals. From hedge funds, private equity and fund of funds, to separately managed accounts, registered funds and exchange-traded products, we know the conversation doesn’t end with the contract. We are dedicated to helping you succeed.

For more information about our comprehensive suite of alternative services, exchange traded products, mutual funds and registered investment advisor services, visit usbank.com/globalfundservices.

Mr. Macklin has over 20 year of experience in the private equity industry, principally as a Chief Financial Officer and Chief Compliance Officer. Mr. Macklin’s industry experience includes senior financial roles at: (i) Perseus, L.L.C., formerly a Washington DC- based PE firm that at its peak managed over $1.5 billion of aggregate capital commitments; (ii) NGP Energy Technology Partners, a DC-based PE firm with approximately $500 million in aggregate commitments that invests in the energy and environmental sectors; and (iii) FJ Labs, a NY-based venture capital firm with more than $200M in aggregate commitments that invests primarily in technology-based marketplaces. Mr. Macklin also is a co-founder of and a strategic advisor to Pennington Partners & Co, a Bethesda MD based private strategy and investment firm. Mr. Macklin started his career at Arthur Andersen LLP and also held positions at Legg Mason and American Capital Strategies.

Mr. Macklin is a Certified Public Accountant (inactive) and a Chartered Financial Analyst (active). He holds BS in Mathematics from the College of William and Mary and an MBA from the Wharton School of the University of Pennsylvania.

NaviMed Capital is a leading healthcare focused private equity firm based in the Washington, DC area. With more than $400 million of capital commitments, NaviMed targets control investments in fast growing lower middle-market healthcare companies. The firm focuses on healthcare services, healthcare IT, hospital products, and pharmaceutical services businesses which are poised to benefit from the value-based care and technology innovation forces reshaping the industry. NaviMed typically invests in profitable private companies with up to $10 million of EBITDA and double-digit annual revenue growth. The firm has invested in 9 platform companies and completed more than 30 total acquisitions since 2013.

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

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

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

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

As the Chief Business Development Officer at Ultimus LeverPoint Private Fund Solutions, Krista currently oversees Business Development and Marketing initiatives across Ultimus LeverPoint. She has a comprehensive knowledge of all matters relating to the organization with a specific focus toward identifying new clients and driving the success of Ultimus LeverPoint’s growth.

Krista also works in tandem with the CEO and COO on the daily operations of Ultimus LeverPoint, working to create business development plans and implement processes to support business growth and customer satisfaction.

Krista has over 20 years of experience servicing the financial and accounting industries, and continues to work directly with many Fund Managers on both the Private Equity and related Management Companies teams.

Krista joined The Ayco Company in 2000 as the Director of Business Management, where she was part of the preexisting team that was spun out of The Ayco Company L.P., a Goldman Sachs subsidiary, to form LeverPoint in 2007. Krista has worked diligently to grow LeverPoint’s extensive client base, as well as building the foundation for expectations for Fund Administrators. In September 2019, LeverPoint merged with Ultimus Private Fund Solutions and became Ultimus LeverPoint Private Fund Solutions.

Krista is a Certified Public Accountant in the State of New York, and earned her Bachelor’s degree in Business Administration with a major in Accounting from Siena College in New York.

LeverPoint Management is now Ultimus LeverPoint Private Fund Solutions, a leading boutique Fund Administrator committed to providing a complete spectrum of solutions to Private Equity, Venture Capital and Hedge Funds. Our newly combined entity provides private fund managers a broader product offering, more scalable solutions, and significant technological capabilities.

Ultimus LeverPoint provides accounting and administration solutions to over 205 firms with more than $110B in assets under administration. Our team of over 250 associates work with a diverse range of Private Equity, Venture Capital and Hedge funds ranging in size from firms with AUM of $50M, to established firms with AUM of $19B.

Ultimus LeverPoint offers Fund Administration, Management Company solutions, Treasury and Investor Services, as well as Tax and FATCA services that can increase efficiency and introduce best practices while reducing operational costs. We offer full-service capabilities giving you direct access to best-in-class professionals who specialize in understanding the operations of a successful fund.

The Ultimus LeverPoint team has extensive Alternative Investment knowledge and a proven reputation for high-quality client service. Whether you’re looking to outsource a new fund, or considering transitioning older funds, Ultimus LeverPoint can serve as a seamless extension of your firm – a partner in your growth. We offer customized solutions to fit the specific needs of individual clients, maximizing the quality and service you and your investors deserve.

Boutique service & Institutional Strength.

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

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

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

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

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

Rich is an editorial leader with more than 25 years of experience in financial journalism. In his role at PEI Group, he leads the editorial teams for a group that includes Private Equity International, Buyouts, PE Hub, Venture Capital Journal, Private Funds CFO and Regulatory Compliance Watch. Previously he was Editorial Director for Banking & Capital Markets at Arizent, where he oversaw editorial at American Banker, The Bond Buyer and Mergers & Acquisitions, among other titles. Earlier, he was a reporter and editor at Reuters in New York, eventually leading the service’s Wall Street desk. Prior to journalism, Rich worked in the Valuation Group at Deloitte. He lives in Montclair, N.J., with his wife, daughters and pandemic-adopted puppy.

Ms. Norris co-founded New Heritage Capital in 2006 and serves as NHC’s Senior Partner, COO, and CCO. With over 20 years in the private equity industry, Ms. Norris has extensive experience on both the investment and operations side of the business. She has served on or been an active board observer on 17 private company boards across multiple industries including healthcare services, industrial manufacturing and distribution, and business services. As NHC's COO and CCO, Ms. Norris plays a leading role in the firm's internal management, including investor relations, operations, finance, compliance, and HR.

Ms. Norris received her Bachelor of Science with Distinction degree in Business Management from Cornell University.

New Heritage Capital is a lower middle market private equity firm that specializes in investing in founder- and entrepreneurial-owned businesses. Heritage offers flexible capital to its founder-owned businesses, including innovative minority recapitalization and growth equity structures that help founders achieve significant personal liquidity and/or growth capital, while at the same time allowing them to maintain control of their businesses. For more information, go to www.newheritagecapital.com.

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

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

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

Evelyn Pellicone joined Crestview in March 2007 as chief financial officer and is a partner of the firm. She currently oversees the firm’s financial operations and financial reporting. Previously, Evelyn was CFO of Apax Partners U.S. Prior to Apax, Evelyn was an audit manager in the financial services practice at EisnerAmper, a regional advisory and CPA firm. Evelyn received a B.S. in accounting from Rutgers Business School and is a Certified Public Accountant. Evelyn is an active member of the NY Private Equity CFO Association (“PECFOA”) and a member of the NYS Society of CPAs. Evelyn also serves as a board member of the PECFOA and was a National Venture Capital Association CFO Task Force member.

Founded in 2004, Crestview is a value-oriented private equity firm focused on the middle market. The firm is based in New York and manages funds with over $9 billion of aggregate capital commitments. The firm is led by a group of partners who have complementary experience and distinguished backgrounds in private equity, finance, operations and management. Crestview has senior investment professionals focused on sourcing and managing investments in each of the specialty areas of the firm: industrials, media and financial services. For more information please visit www.crestview.com.

Gretchen Perkins is a Partner at Avance Investment Management, LLC, and is responsible for sourcing investment opportunities both for the firm and for portfolio companies. Ms. Perkins brings over 20 years of sourcing and business development experience, having created and implemented successful business development organizations and programs at her two prior firms: Huron Capital and Long Point Capital, in addition to many prior years in a variety of financial services and consulting roles.

She earned her Bachelor of Business Administration from the University of Michigan. Gretchen has been an active member of the Association for Corporate Growth for over twenty years, having held multiple board and leadership positions in the ACG at the chapter and national levels. Gretchen will Chair the ACG Intergrowth national conference in 2022. Ms. Perkins is also involved in multiple non-profit endeavors, including the following organizations: Endeavor Detroit, Detroit Police Athletic League, United Cerebral Palsy of Michigan, and 100 Businesses Who Care. Ms. Perkins resides in Florida and has two grown children.

Avance is a private equity firm guided by partnership, experience, diversity and growth. The firm focuses on transformational growth opportunities in the Services and Consumer sectors across the US.

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.

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

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

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

Kevin is the Head of Compliance (Americas) for Pantheon, including serving as Chief Compliance Officer for Pantheon Ventures (US) LP, Pantheon Ventures, Inc., and Pantheon Securities, LLC. He is also a member of Pantheon’s Operational Risk Committee. Prior to joining Pantheon, Kevin most recently served as the Chief Compliance Officer at Man Investments Inc., and prior to that as the Deputy Chief Compliance Officer & Managing Director of Compliance at Commonfund. Prior to his appointment at Commonfund, Kevin prosecuted New York State criminal cases by serving as an Assistant District Attorney in New York and worked in the New York State Supreme Court as a Principal Law Clerk to a New York Supreme Court Justice. He received his BA from Providence College and JD from St. John’s University School of Law.

Pantheon is an international investor in private equity, infrastructure and real assets, and private debt that invests on behalf of over 500 institutional investors, including public and private pension plans, insurance companies, endowments and foundations. Pantheon is located in London, New York, San Francisco, Hong Kong, Seoul , Bogotá, Tokyo and Dublin . Pantheon has been delivering private markets solutions across a broad range of geographies and strategies for 35 years and has $42.3 billion in assets under management. Pantheon’s investment strategies include primary fund programs, secondaries, co-investments, and customized programs.

Linda is a Managing Director in Deloitte’s Human Capital Financial services Consulting practice. She has over 30 years of experience in both industry and professional services.
Linda has assisted some of the firms most prestigious clients across various functions in support of the Workforce transformation initiatives. Linda has deep expertise and experience assisting clients with large scale change projects including culture, talent, learning, and future of work readiness across a wide spectrum of organizational change. She is known for her creative solutions that align with an organizations culture and desired outcomes to ensure successful transformations.

Linda serves some of the firm’s prestigious clients including Citi, CBRE, State Street, Goldman Sachs, RBC and Vanguard.

Deloitte is a global industry leader in providing audit, tax, and a broad range of advisory and consulting services to private equity firms. We are committed to being the best professional services firm serving the private equity industry which is demonstrated through our investment in our people and our world-class client service model. Our Private Equity practice has a strong reputation in the United States and other key financial markets across the globe and offers a perspective that is vital to designing new solutions that will help private equity funds compete in an ever-evolving marketplace.
http://www.deloitte.com/us/im/

Heramb is a seasoned finance professional with over 15 years of experience in private equity, financial services, and professional services.

Heramb is currently the Chief Financial Officer for Sciens Water (“Sciens”) and is responsible for the financial oversight of Sciens and its portfolio of investments.

Prior to Sciens, Heramb was Chief Financial Officer at XPV Water Partners and a member of the firm’s Investment Committee overseeing the acquisition and integration of numerous portfolio companies. Prior to XPV, Heramb was Director of Finance for Manulife Financial where he built the financial operations for a newly launched private markets business. Heramb began his career in the audit and advisory practice at KPMG. Heramb holds a Bachelor of Mathematics from the University of Waterloo and has a Chartered Professional Accountant (CPA) and Chartered Accountant (CA) designation from Ontario, Canada.

Sciens Water was conceived in 2015 and the Sciens Water Opportunities Fund launched in 2018 to make control investments in private companies that address the big problems facing U.S. water infrastructure today, with a focus on utilities, transmission and distribution, and wastewater treatment and recycling.

Sciens Water looks for opportunities where it can apply value-added strategies to help water and wastewater businesses grow into leading national platforms, while generating both current income and capital appreciation for its investors.

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

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

Sarah G. Roth is CEO of Argosy Capital, a diversified lower middle market alternative investment firm managing $3.5 billion of AUM across five strategies - private equity, real estate, distressed credit, secondaries and healthcare – and an affiliated family office. Ms. Roth joined Argosy Capital in 2018 as COO and CFO. She has over 20 years’ experience investing in lower middle market businesses, including serving on the board of directors for multiple companies. Prior to joining Argosy, she was a Partner at The Riverside Company, a multi-billion dollar lower middle market private equity firm. While at Riverside, Ms. Roth led over 25 acquisitions, refinancings, and realizations for the firm. Prior to Riverside, Ms. Roth was an associate at Merrill Lynch Ventures, LLC, a $1.2 billion diversified private equity fund. Ms. Roth began her career as an investment banking analyst at Merrill Lynch.

Ms. Roth holds an MBA from the Kellogg School of Management at Northwestern University, and graduated magna cum laude from Williams College with a B.A. in Political Science.

Giulianna K. Ruiz is a Partner and the General Counsel and Chief Compliance Officer of Trilantic Capital Management L.P. (“Trilantic North America”), a middle-market private equity firm focused on control and significant minority investments in North America within the Business Services, Consumer and Energy sectors. Prior to joining Trilantic North America in 2014, Giulianna was an associate of the Private Funds Group of Paul, Weiss, Rifkind, Wharton & Garrison LLP, where from 2012 to 2013, she was seconded to Trilantic North America and from 2006 to 2012, she advised a variety of investment funds, including buyout funds, hedge funds, seed capital funds, real assets funds and fund of funds, as well as advising on investment management M&A transactions. Giulianna serves as a Board member of La Unidad Latina Foundation, an independent not-for-profit organization dedicated to advancing Latino educational achievement, and is a member of the National Hispanic Bar Association, where she was a Deputy Regional President for Region II from 2018-2020. Giulianna holds a J.D., summa cum laude, from Seton Hall University School of Law and a B.A. from Columbia College, Columbia University, and is admitted to the New York State Bar.

Trilantic Capital Management L.P. (“Trilantic North America”) is a leading, growth-focused middle market private equity firm focused on control and significant minority investments in North America. Trilantic North America’s primary investment focus is in the business services, consumer and energy sectors. Trilantic North America has managed six private equity funds families with aggregate capital commitments of $9.7 billion. Trilantic North America has been recognized by Inc. Magazine’s 2019 list of Top 50 Founder-Friendly Private Equity Firms. For more information, visit www.trilanticnorthamerica.com.

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

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

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

Awarded Global Leader under 40 for championing $100B+ combined capital in DEI advocacy through She-VC. Former Federal Reserve Bank Manager- managed US Treasury’s assets for the US Military/ Navy, including managing big banks like JPM, PNC, G, G&D, and VISA. Founder of a consulting firm and grew company to $50M AUM. Founder of tech startup CareerCarma, built at Harvard i-lab when Gayatri was a Harvard graduate student. Started career as a data architect at HP, IBM, and later at Goldman Sachs in the financial tech division. Was a Venture Partner at Nexgen Ventures acquired by Brown Advisory and worked at a large Boston-based VC firm as a scout. Former GP of a TMT fund (acquired). Physics Honors, Math minor. Economics and Finance Major at Harvard. Board of Directors of Harvard Kennedy School Alumni NEA.

Advaita Capital is a 100% POC-women-owned growth equity (Boston-based) investing in decarbonization technology and mainstream deep tech that is advancing the human race (generative AI, neural implants, etc). We also invest in large sustainable infrastructure projects and senior venture debts. We are in Mercer, Albourne, Meketa and Aksia's platform.

Vincent (Jim) Scarfone joined MidOcean Partners in October 2019 and is responsible for providing Human Resources leadership and support for MidOcean Private Equity and MidOcean Credit Partners. Prior to joining MidOcean, he served as Executive Vice President, Human Resources for KIND Healthy Snacks since 2015. Prior to joining KIND, Mr. Scarfone held a variety of senior Human Resources roles most notably at Ulta Beauty, Duane Reade Drugstores and Bureau Veritas Consumer Products Services. Earlier in his career, Mr. Scarfone spent over 20 years in several HR leadership roles with Toys “R” Us Inc. Mr. Scarfone served as founding member and President of the Duane Reade Charitable Foundation from 2007 to 2011. Mr. Scarfone has a Bachelor of Arts degree from the University of Western Ontario in London Ontario Canada.

MidOcean Partners is a premier New York-based alternative asset manager specializing in middle-market private equity and alternative credit investments. Since its inception in 2003, MidOcean Private Equity has targeted investments in high-quality middle-market companies in the consumer and business services sectors. MidOcean Credit Partners was launched in 2009 and currently manages a series of alternative credit strategies, collateralized loan obligations (CLOs), and customized separately managed accounts.

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

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

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

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

Montserrat Serra-Janer is the global head of private equity sales with Platform Sales – Securities Services, based out of New York. Montserrat has been with J.P. Morgan since 2008. She was the head of Securities Services sales in Mexico and Brazil for seven years where she successfully grew both regions. Prior to J.P. Morgan, Montserrat worked with Bear Stearns, Lehman Brothers and Goldman Sachs in the U.S. and U.K. She has 22 years of international professional financial experience in private and investment banking, working in fixed income and equities operations, prime brokerage and alternative asset services. Montserrat holds a Master’s degree in economics and finance from the University of Pompeu Fabra of Barcelona, Spain. She published her thesis in “Customer Satisfaction” at the University of Linkoping, Sweden. Montserrat is a member of Spanish Economist Association. Montserrat speaks Spanish, Portuguese, English, French and Catalan.

J.P. Morgan Securities Services provides custody, accounting, administration, middle office, collateral and performance management services to institutional investment managers, pension funds and governments. For over four decades, we have helped clients enhance portfolio returns and meet their evolving needs with customized agency lending solutions linked to our global markets and trading capabilities. As an industry leader helping to safeguard over $31 trillion in client assets under custody, we have a strong focus on risk management, innovation, operational excellence, global processing and superior client service.

J.P. Morgan is a global leader in banking, markets and investor services. We provide strategic advice, raise capital, manage risk and extend liquidity to the world’s most prominent corporations, governments and institutions across 100+ countries. www.jpmorgan.com/securities-services

Kshitij ("KS") Shah, the Chief Financial Officer and Chief Compliance Officer of WestBridge Capital, is based out of Silicon Valley. He has over 20 years of experience in the financial services industry. KS formerly served as Managing Director - Finance and Head of Operational Due Diligence for Man Group PLC (formerly Pine Grove Asset Management). KS served in the capacity of Pine Grove’s CFO since 2010 and was a member of the investment, risk management and valuation committees. Over his nine years at Pine Grove, KS conducted more than 250 operational due diligence reviews of various alternative investment firms. KS has been a speaker and expert panel member at a variety of industry conferences hosted by Managed Funds Association (MFA), GAIM Ops, and Infovest. Earlier in his career, KS was a Manager in the Capital Markets Advisory Group at Deloitte in New York.

KS has an MBA in finance from University of Notre Dame, and holds a Bachelor’s degree in Commerce from the University of Mumbai. He is also a Chartered Accountant (India).

WestBridge Capital is a highly experienced investment firm, managing over US$3 billion of capital, which focuses primarily on investments in India. WestBridge seeks to partner with some of India's most promising mid-sized companies run by outstanding entrepreneurs and management teams for the long-term, whether they are public or private.

WestBridge Capital leverages both its capital and experience to help companies succeed. A typical investment ranges from US$25 million to US$200 million, often resulting in a substantial minority equity ownership, second only to the founder in many cases.

WestBridge Capital has a deep and rich history of investing in India over the past twenty years. WestBridge Capital has, over the last two decades, identified and invested in multiple high-quality Indian businesses across public and private markets and developed deep expertise and broad networks in Indian business markets. Armed with a wealth of experience, the team is able to assist its portfolio companies, when helpful, in many areas including strategy, operations, management recruiting and fundraising.

The WestBridge team has a long-standing track record of leading investments and the team has also served on the boards of many of these companies and have actively participated in setting strategic direction of these businesses.

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

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

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

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

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

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

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

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

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

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

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

Jordan Stutts is a senior reporter at Infrastructure Investor based in New York. Since 2015, Jordan has covered trends in the funding and financing of infrastructure assets around the world. His stories range from the simple power-purchase agreement to how the use of data is making assets more efficient. Prior to joining Infrastructure Investor, Jordan produced videos on international affairs and reported local news in Charlotte, North Carolina.

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

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

Anna May Trala is a Managing Director and Chief Financial Officer at GTCR, a leading private equity firm with assets under management exceeding $20 billion. Anna May leads the finance, treasury, portfolio valuation, portfolio on-boarding and performance monitoring, accounting, tax, investor reporting and technology functions.

Prior to joining GTCR, Anna May was a Partner at Ernst & Young, in the Transaction Advisory Services (TAS) practice advising the private equity industry in the merger, acquisition and divestiture process primarily in the healthcare, TMT, financial services and growth business services sectors. During her time at EY, Anna May was involved in over 100 transactions. Anna May also led the TAS human capital initiatives for the Midwest region.

Anna May serves as a Board Director of Paya, and is a member of the Nominating and Corporate Governance Committee.

Anna May is a Certified Public Accountant, holds a B.S. in Accounting from Goldey Beacom College.

Outside of GTCR, Anna May is passionate about education and empowering women. She sits on the boards of the YWCA Metropolitan Chicago, where she chairs the M&A Committee and is a member of the Executive Committee, the Chicago Foundation for Education, as well as America Needs You, Illinois Advisory Board, serving both organizations on their Governance Committees. Anna May also spent several years on the board of Rogers Park Montessori School as its Board Treasurer, member of the Executive and Growth Committees, and Chairing the Business Finance and Audit Committee.

Founded in 1980, GTCR is a leading private equity firm focused on investing in growth companies in the Healthcare, Financial Services & Technology, Technology, Media & Telecommunications, and Growth Business Services industries. The Chicago-based firm pioneered The Leaders Strategy™ – finding and partnering with management leaders in core domains to identify, acquire and build market-leading companies through transformational acquisitions and organic growth. Since its inception, GTCR has invested more than $18 billion in over 200 companies. For more information, please visit www.gtcr.com.

Jeanette Turner is Managing Director of Global Regulatory and Compliance within SEI’s Investment Manager Services division. Jeanette is an attorney with more than 15 years of experience working with the financial services industry. For 10 years, Jeanette has concentrated on the FinTech and RegTech space, she is focused on how investment managers can create efficiencies around regulatory compliance matters. Jeanette is a frequent author and speaker on regulatory compliance and technology. She has a JD from Georgetown University Law Center and is a CAIA charter holder.

Through the Investment Manager Services division, SEI supplies hedge funds, other alternative managers and investment management organizations with a comprehensive suite of services ranging from fund accounting and fund administration to investment operations and data management as well as dedicated investor and manager platforms to help them compete in a landscape of escalating business challenges. SEI’s award-winning global operating platform provides investment managers and asset owners with customized and integrated capabilities across a wide range of asset classes, investment vehicles, strategies and jurisdictions. SEI currently services $1.7 trillion in assets across more than 550 traditional and alternative asset managers, sovereign wealth funds and family offices, including 49 of the top 100 asset managers worldwide. For more information, visit www.seic.com/ims

Adam Weinstein, Managing Director, joined New Mountain in 2005. He serves as the Head of Firm Operations and Chief Financial Officer and helps to oversee and manage the Firm overall with the Founder/CEO. On a day to day basis, he helps to drive strategy, investment process, helps to oversee the team and steer the firm overall. In addition, he helps to oversee all non-investment team members including finance, operations, compliance, human resources, legal and administration across the firm and its business lines. He is involved with portfolio company oversight and business development/marketing, spending significant time with the Firm’s investors. He also serves as an Executive Vice President and is on the Board of Directors of New Mountain Finance Corporation, a publicly traded business development company (Ticker: NMFC) and two private equity portfolio companies: Western Dental and Citrin Cooperman. He previously worked at Deloitte & Touche, LLP, in that firm’s merger and acquisition and private equity investor services areas, with clients that included large and small blue chip private equity and venture capital firms.

He is a New York State Certified Public Accountant and received his B.S., summa cum laude, from Binghamton University. He is involved and sits on the boards of various professional and philanthropic organizations.

New Mountain Capital, LLC, together with its affiliates (“New Mountain”), manages private equity, credit and net lease capital with aggregate assets under management totaling more than $35 billion. New Mountain has raised over $35 billion of committed capital across private equity, credit and net lease investment strategies.

New Mountain Capital emphasizes intensive fundamental research and a growth-oriented, “value-add” investment approach, rather than reliance on excessive risk, as the best path to high and consistent long-term returns. New Mountain Capital has proactively developed particular research and operational expertise in carefully selected defensive growth niches of healthcare, software, business services, information and data, logistics, specialty chemicals, federal services, financial services, and environmental services. New Mountain Capital works systematically to establish expertise in additional sectors over time.

Gerald is a New York based tax partner/principal in EY’s Financial Service Office with over 23 years of tax experience with EY. He is EY’s private equity (PE) US tax technical leader. Gerald also serves as EY’s US tax reform leader for PE and alternative asset management, and is EY’s East regional tax co-leader for EY’s PE market board and PE Energy Fund Center of Excellence.

He has served PE fund, alternative assett management, and coporate clients in the transaction and tax space in New York, London, and Hong Kong.

Gerald serves as tax engagement partner and global tax account leader on several global PE funds, energy funds, mezzanine debt funds, and fund of fund clients in areas including: US tax reporting and compliance, M&A and corporate tax advisory, partnership and flow-through tax advisory, international and domestic tax structuring, tax due diligence, and tax modelling of cash tax and tax attributes (e.g., E&P, tax basis, NOL limitations, etc.)

EY exists to build a better working world, helping create long-term value for clients, people and society and build trust in the capital markets.

Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.

Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.

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

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

At Soundcore Art is responsible for the financial operations of the firm and its investment partnerships as well as overseeing the firm’s compliance functions and the integration of our portfolio company acquisitions to improve efficiencies and profitability.

Previous roles include: Founder & CEO of The TriCycle Group, LLC.: a consulting firm providing operational consulting services to private equity and venture capital firms; COO and CCO of Avista Capital, a $5B mid market private equity firm; CFO for the private equity group at Evercore Partners, $1.2 billion under management; Chief Technology Officer and Anti-money Laundering Officer for the Alternative Capital Division at Credit Suisse First Boston, one of the largest private equity firms in the world ($31 billion under management); Administrative General Partner and CFO of Sprout, the venture capital affiliate of CSFB (formerly DLJ, $3.1 billion under management); Associate at Oxford Venture Partners, which at the time managed four venture capital limited partnerships; Manager of Computer Services for the Investment Banking Division of Shearson Lehman Brothers.

He has a BA in Botany from the University of Pennsylvania and an MBA in Finance from Columbia University.

Soundcore Capital Partners, founded in 2015, is a New York City-based private investment firm specializing in control equity investments and leveraged buyouts of proven lower middle market North American (US or Canada) headquartered businesses. Since 2015 we have acquired 52 companies.