Ms. Adamek serves as Managing Director of Portfolio Management, with responsibility for the asset management of Madison’s domestic and international investment portfolio. Ms. Adamek manages all aspects of the asset and portfolio management process, including oversight of Madison’s investment positions, monitoring financial performance, maintaining relationships with Madison’s counterparties, and providing strategic recommendations seeking to enhance investment returns.  Prior to joining Madison in 2014, Ms. Adamek spent seven years with CBRE Global Investors.  While there, Ms. Adamek served as an Acquisition Director in the Managed Accounts Group, responsible for sourcing, underwriting and closing over $1 billion in commercial assets.  Prior to CBRE Global Investors, Ms. Adamek spent three years with Unico Properties as an Analyst and Associate, where she worked on the Investments team underwriting real estate transactions.  Ms. Adamek graduated with an MBA from New York University and a BS in Finance from Northern Arizona University.

Elizabeth is a Managing Director and Co-Head of Real Estate on the Real Assets team, where she is responsible for due diligence of primary, secondary and co-investment opportunities in real estate. She is a member of the Real Asset Investment Committee.

Prior to joining Hamilton Lane in 2022, Elizabeth was a Managing Director with Jaguar Growth Partners where she was responsible for leading Latin American real estate private equity investments. Previously, Elizabeth was an Investment Manager at Aberdeen Asset Management on the Property Multi-Manager team and was a Vice President at Equity International, responsible for investing in emerging markets real estate companies. Earlier in her career, Elizabeth was an Associate at real estate private equity firm, JER Partners, and an investment banking analyst at Deutsche Bank.

Maurissa joined Investment Management Corporation of Ontario (C$80 billion AUM) investing in a cross-asset equity strategy from private equity fund, Clairvest Group (C$4.5 billion AUM), where she was involved in all areas of the investment process. Prior to Clairvest, Maurissa was an executive at George Weston Limited (TSX:GWL), Canada’s largest food and drug retailer, REIT and provider of financial services. Maurissa has also held various roles in investment and corporate banking where she assisted companies achieve their growth objectives through mergers and acquisitions, debt and equity financing and IPO’s. Maurissa is a Chartered Accountant and holds a Bachelor of Management and Organization Studies with a specialization in Finance from Western University.

Bethany Brantley is a sustainability executive and ESG investor with over a decade of experience driving corporate action and investment strategy on climate change and ESG integration in private equity. As Head of ESG for IPI Partners, Bethany oversees all aspects of the firm’s responsible investment, sustainability, and portfolio stewardship activities.

Bethany is also a Non-Resident Senior Fellow at NYU’s Center for Global Affairs, where her work centers on complex ESG risk and opportunity areas within digital infrastructure private equity.

Before IPI, Bethany was SVP and Head of Investor Relations and ESG at Orion Infrastructure Capital. Earlier, she was a VP and Head of Fundraising and Impact Measurement at Energy Impact Partners. Earlier in her career, Bethany was a technical analyst in roles focused on renewable energy procurement and ESG at S&P Global, the U.S. DOE’s National Renewable Energy Laboratory, and Natural Resources Defense Council (NRDC).

Bethany has a master’s in environmental management and sustainability from Harvard University and a BBA in finance and marketing from Texas Christian University.

Dr. Grace Bucchianeri is the Americas Head of Global Investment & Portfolio Strategy at GIC Real Estate. In her role, she is responsible for investment strategy, underwriting guidance, and portfolio construction, and is a voting member of the investment committee. She also leads the Open-End Fund Program for Real Estate. Prior to her current role, Grace was the Deputy Chief Economist at Freddie Mac, and an Assistant Professor of Real Estate at the Wharton School of the University of Pennsylvania. Her research has been published in top peer-reviewed journals and frequently cited by the media. Grace also serves as a board member of Store Capital, a private REIT.

She holds a PhD degree in Economics from Princeton University as well as MSc and BSc degrees in Economics (First-Class Honors) from the London School of Economics.

Prior to joining Nicola in April 2024, Tori was a Partner at Morningside Capital and led the Firm’s single asset secondary strategy. While at Morningside, Tori was involved in over $400 million of GP-led secondary transactions. Prior to joining Morningside at its inception in January 2016, Tori worked in the Funds, Secondaries and Co-Investments team at CPPIB in Toronto and London where she gained extensive experience in private equity, investing $5.3 billion in the asset class including $1 billion in principal secondaries. Her experience spans North America, Europe and Asia in the mid, large and mega markets. Tori also served as a member of the Institutional Limited Partners Association’s Education Committee. In 2023, she was named as a Woman of Influence in Private Markets by Private Equity International. Tori serves on the Board of Urban Squash Toronto, a not-for-profit supporting at-risk youths, and the Finance Committee of the North York Harvest Food Bank. Prior to joining CPPIB, Tori worked at BMO Capital Markets in Investment and Corporate Banking. She holds an Honours Bachelor of Business and Administration degree from Wilfrid Laurier University.

Nicola Wealth

Nicola Wealth is a Canadian asset manager with over C$16 billion in assets under management and seven offices across the country.

Nicole Byrns is an accomplished asset-backed finance investor with 20+ year track record of private investing and financing experience at funds and financial institutions. Ms Byrns is currently a senior advisor to funds considering launching a structured finance strategy and to specialty finance companies looking to optimize their capital structure. Previously, Ms Byrns was Managing Director at Canada’s largest pension plan, CPP Investments (CPPIB). She was a senior leader in CPPIB’s Capital Solutions Group where she focused on developing and growing the fund’s private structured credit platform. She managed $3.5bn credit portfolio that focused on asset-backed lending, specialty finance, renewables, CLOs and fintech sectors. She also led the division’s financing practices that oversaw a $47bn leverage portfolio. She was a member of the Real Assets Credit, Capital Solutions and Leveraged Finance Investment Committees.

Prior to CPP Investments, Ms. Byrns was at Deutsche Bank’s Global Credit Trading group where she developed innovative financing solutions for her clients in the fintech, aviation, mortgage and esoteric industries. Previously, she was at Garrison Investment Group and Citi where she was responsible for originating and executing asset-based financings and whole loan purchase programs.

Ms. Byrns is a distinguished writer, contributor, and conference speaker, known for her engagements at industry-leading events such as the Kayo Women’s Group and ABS East. She regularly publishes insightful articles for "Credit Check," a forum dedicated to discussing trends in the asset-based finance industry. A strong advocate for women's advancement in financial services, Ms. Byrns frequently contributes to "Balancing the Books," where she explores themes affecting women in private credit. Additionally, she has collaborated with the Structured Finance Association on various research publications and is an editorial board member for SFA’s Structured Finance Journal.

Ms Byrns received a BA from Wellesley College and an MA from the Fletcher School at Tufts University. She also studied at L’Institut d’Etudes Politiques de Paris (Sciences Po) as a Rotary Scholar. She serves on the board of Jacob Riis Neighborhood Settlement.

Sijia advises fund sponsors on the formation and operation of investment funds in a variety of strategies and asset classes, including private equity funds, hedge funds, real estate funds, “hybrid” funds and debt funds. She also advises fund managers on fund-related aspects of M&A transactions, including deal structuring and co-investment arrangements.

Sijia represents fund sponsors and investors in connection with a broad range of complex secondary transactions – including continuation vehicle transactions, portfolio sales, tender offers, structured secondaries, synthetic secondaries and fund restructurings across various sectors.

She also advises fund sponsors on internal operations and firm management matters, including governance, compensation, succession planning and separation arrangements, as well as regulatory and compliance matters.

In 2024, Law360 named Sijia a “Rising Star” in fund formation and Secondaries Investor named her among the “Next Gen Leaders of Secondaries.”

Sijia’s clients include Coller Capital, Citibank, CPPIB, Enfoca Asset Management, GHK Capital Partners, Morgan Stanley, Mudrick Capital Management, Pinebridge Investments, Rialto Capital, Rubicon Founders, TruArc Partners, Niobrara, White Deer Management and Whitehorse Liquidity Partners, among others.

Lisa Calhoun is a recognized and experienced leader in venture capital. Lisa was recently named Atlanta Investor of the Year by Startup Atlanta and highlighted among Business Insider’s Top 30 Women Early-stage Investors in the U.S. She is the founder of Valor Ventures, the South’s first woman-led, institutional venture capital firm, now investing its third fund. Valor funds are backed by notable institutional investors including Delta Airlines, Georgia Tech Foundation, and the Sisters of St. Joseph.

Under her leadership, Valor has built a high performance portfolio of AI and SaaS software companies based in the South. Valor is known for developing Vic, a visionary AI-powered investment management platform integrated with industry leaders like Salesforce, Carta, and PitchBook.

Lisa is a Kauffman Fellow (Class 23), recipient of the Kauffman Fellows Leadership Award, and frequent keynote speaker. She’s spoken recently for NASDAQ, SuperReturn, and the Kauffman Leadership Summit. Her insights have been featured in Forbes, Inc., and the Venture Capital Journal. She also shares insights as a co-host of the Atlanta Startup Podcast.

Dianna Carr-Coletta is a Managing Director and Partner within PGIM Private Capital's Alternatives Direct Lending Group. Prior to this role, she was a Managing Director leading our Corporate and Project Workout team and oversaw the management and restructuring of non-performing investments. Previously, Mrs. Carr-Coletta was a Senior Vice President in PGIM Private Capital's Chicago Corporate Finance group. In this role, she led a team responsible for marketing, originating and managing private placement, mezzanine and structured equity investments in Michigan and Wisconsin, with prior geographies that also included Southern Ohio and Kentucky.

Mrs. Carr-Coletta received a BA from Michigan State University and an MBA from Northwestern University's Kellogg School of Management.Dianna Carr-Coletta is a Managing Director and Partner within PGIM Private Capital's Alternatives Direct Lending Group. Prior to this role, she was a Managing Director leading our Corporate and Project Workout team and oversaw the management and restructuring of non-performing investments. Previously, Mrs. Carr-Coletta was a Senior Vice President in PGIM Private Capital's Chicago Corporate Finance group. In this role, she led a team responsible for marketing, originating and managing private placement, mezzanine and structured equity investments in Michigan and Wisconsin, with prior geographies that also included Southern Ohio and Kentucky.

Mrs. Carr-Coletta received a BA from Michigan State University and an MBA from Northwestern University's Kellogg School of Management.

Sara Casey is a Director of AB NAV Lending, where she is one of the initial senior team members involved in the development of the net asset value (NAV) lending strategy. Her responsibilities include deal sourcing, structuring, underwriting and execution, and portfolio management. Prior to joining AB in 2023, Sara was a principal at Hark Capital, where she sourced and executed NAV loans. Prior to Hark Capital, she was an associate at Wells Fargo Securities. Sara is a member of the Fund Finance Association’s NextGen Committee and was the Fund Finance Association’s 2023 NextGen Member of the Year. She holds a BS in finance from Providence College.

Regina Cho is an Investment Director at Crewcial Partners.  She also serves on the Investment Committee and co-leads the investment team.  She has been with Crewcial since May 2011 and has over ten years of investment experience. Regina travels globally and is an integral member of the investment team,  sourcing and conducting investment manager research across asset classes. Regina has a core focus on US and international public equities alongside experience investing in multi-strategy, credit, and private equity. She also plays a significant role in the firm’s diversity initiative and identifying emerging managers. Regina directly supports seven clients, which are all not-for-profit organizations. Regina works with clients to provide insights into asset allocation, manager selection, and performance. Prior to joining Crewcial, Regina was a Senior Research Analyst for Deerfield Partner's internal research firm and a Research Analyst for Gerson Lehrman Group on the healthcare primary research team. Regina has a BA in Biology from George Washington University.

Jennifer Ciullo is a Senior Managing Director of Investor Relations for the Global Investment Management business and is a member of the Greystar Executive Committee. Within the Office of the Chief Investment Officer, Jennifer leads the Capital Formation team, which is responsible for raising capital across the globe from Greystar’s institutional partners, cultivating and growing Greystar's global institutional investor relationships, and supporting investment strategy and venture formation efforts globally.

Before joining Greystar in 2017, Jennifer served as a Vice President at JP Morgan Asset Management – Global Real Assets, where she was responsible for capital raising and client advisory across the firm's Real Estate Americas investment platform. She was previously an Investment Associate at Court Square Capital, a private equity firm in New York City, and an Analyst in Citi's Global Investment Bank.

Jennifer graduated summa cum laude with a degree in Finance and International Business from Georgetown University and earned a Master’s of Business Administration from The Wharton School at the University of Pennsylvania.

Ms. Cohen joins from Monroe Capital LLC, where she was the Global Head of Institutional Partnerships, responsible for fostering key partnerships and driving growth initiatives. Before her tenure at Monroe Capital, she held top leadership positions at Mitsubishi UFJ Financial Group (USA) (“MUFG”), including Chief Investment Strategy Officer. At MUFG, Ms. Cohen was responsible for advising, directing, and governing the strategic alternatives investment portfolio, as well as playing a strategic role in the Firm's ESG and DEI initiatives.

Additionally, Ms. Cohen has held senior investment banking and trusted advisor roles at J.P. Morgan, UBS Investment Bank, and Credit Suisse First Boston, where she honed her abilities in corporate strategy, mergers and acquisitions, and client relations.

Ms. Creedon is member of the private equity team, co-leading the firm’s private equity co-investment practice. She is the Head of Diversity, Equity & Inclusion and is involved in the Firm’s various management activities.

Prior to joining StepStone in 2010, Ms. Creedon was a vice president at Citi Private Equity, a US$10 billion equity co-investment, mezzanine, and fund of private equity funds business. Before that, she was a director in the corporate strategy & business development group at The Walt Disney Company and was a director of business development at NBC Universal.

Ms. Creedon graduated cum laude with a BA from Georgetown University.

Anna Dayn is a Managing Director and US head of New End, where she partners and invests in high-growth companies, sponsors and investment platforms in private markets. New End, launched in 2018 and undergirded by a multi-family-office, anchors asset managers and facilitates future access to institutional capital. Anna has over 20 years' experience in funding, designing, and implementing private equity investment programs. Before New End, Anna established the North American platform of XTP, a cost analysis platform serving institutional investors. Anna previously served as the head of Private Equity at Cardano, a UK pension consultant, where she built a private equity program spanning $2bn of invested capital. Prior to that, Anna worked at Capital Dynamics in Switzerland and Rothschild in New York.

Anna has served on the limited partner advisory boards of several private equity funds across North America and Europe, is a published author, media commentator, and a frequently featured speaker at investment industry conferences. She sits on the Executive Board of WAVE, the Women’s Association for Venture and Equity, and serves on the New York Steering Committee for PEWIN, the Private Equity Women’s Investor Network.

Anna received an MBA from the Wharton School and a BA in Economics from the College of Arts and Sciences, both at the University of Pennsylvania.

Anne Duggan joined TIFF in 2024 and serves as a Managing Director on the Client CIO team and Co-Head of Custom Asset Allocation. In this role, Anne collaborates with clients to develop investment strategies and construct portfolios that are designed to help them achieve their objectives.

Before joining TIFF, Anne was a Managing Director at Partners Capital, an Outsourced Chief Investment Officer (OCIO) firm, where she spent 7 years serving as the lead advisor to many of the firm’s endowment and foundation clients. Anne also sat on Partners Capital’s Client Committee, which reviewed client profitability and pricing and ensured best practices across all client teams globally.

Earlier in her career, Anne worked at Fidelity Investments in corporate strategy. She also worked in Credit Suisse private equity multi-manager business making fund, secondary and co-investment investments on behalf of institutional clients. She started her career at Morgan Stanley in investment banking.

She holds a BA with Honors from Brown University and an MBA with Distinction from Tuck School of Business at Dartmouth, where she was named a Tuck Scholar. Anne is a CAIA Charterholder and is a member of TIFF’s Investment Committee.

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

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

Bonnie Frank is Managing Director and Head of Private Investment and Enterprise Risk, at the Public Sector Pension Investment Board (PSP Investments), leading a team of diverse risk professionals who oversee private investment risk management covering various asset classes. She is also responsible for ensuring a robust enterprise risk framework that includes non-investment and operational risk management, risk transfer solutions and the Corporate Global Insurance Program.

After earning a Bachelor of Arts from McGill University, she then earned her Bachelor of Law (LLB) from the Université de Montréal. Bonnie began her career at Aon Risk Solutions, eventually serving as Assistant Vice President. She then went on to work in Strategy Planning and Risk Management at the Business Development Bank of Canada before joining PSP Investments in 2011.

PSP Investments

The Public-Sector Pension Investment Board (“PSP Investments”) is one of Canada's largest pension investment managers with C$230.5 billion of net assets as of March 31, 2022. It manages a diversified global portfolio composed of investments in public financial markets, private equity, real estate, infrastructure, natural resources and private debt. Established in 1999, PSP Investments manages net contributions to the pension funds of Canada’s federal Public Service, the Canadian Armed Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, Canada, PSP Investments has its principal business office in Montréal and offices in New York, London and Hong Kong.

Susanne Forsingdal has been serving as head of the New York investment team at Allianz Capital Partners, GmbH  since January 2015. Prior to joining ACP, she headed the New York team of ATP Private Equity Partners, which she joined in 2003. Previously she worked in equity research, strategy and investor relations with Copenhagen based banks and insurance companies. Ms. Forsingdal represents ACP on the advisory boards of a number of Private Equity Funds. Ms. Forsingdal received a Msc in Finance and Accounting from Copenhagen Business School.

For over 15 years, I have worked in the leveraged finance market as a lawyer specializing in high yield bond offerings and covenant analysis, spending most of my career in Europe. During that time I have worked to equip investors with tools to make sound investment decisions. Also Founder of women's empowerment program and collective providing a platform for members to live with more authenticity and joy.

Sabrina Fox, founder of Good Girl to Goddess, is an entrepreneur and empowerment advocate. Just a decade ago, she was working in a job that didn’t inspire her and she was exhausted from always doing things for other people and making no time for herself – sound familiar?

Almost every woman in modern society has a “good girl” inside who is putting others’ feelings and desires ahead of her own, using a self-critical voice in her head to motivate her, and striving to achieve her best, yet feeling that she constantly falls short.

Good Girl to Goddess is the women’s empowerment program comprised of the daily practices, mindset shifts and relationship tools that Sabrina used to turn her life around by channelling her inner “goddess.”

The GGTG Program and Collective is designed for busy women who want to hone their authenticity so they can show up stronger for the people in their lives. Find out more at www.ggtg.me.

Pooja Goyal is a Partner and Chief Investment Officer of the Infrastructure Group. She is Co-Head of the Carlyle Global Infrastructure Opportunity Fund (CGI), and Head of Renewable and Sustainable Energy Fund. She is based in New York. In her capacity, Ms. Goyal overseas all investment activities across Renewables and Energy Transition, Digital, Transport and Utilities globally.

Prior to joining Carlyle in 2019, Ms. Goyal was the Head of the Alternative Energy Investing Group at Goldman Sachs, where she led Goldman Sachs’ investments in the renewables sector. Ms. Goyal has been investing in the renewables / energy transition sector since 2005 when she joined the Alternative Energy Investing Group as an associate. She was promoted to Managing Director in 2012 and took over as Head of the group in 2013. Prior to 2005, Ms. Goyal was part of the Investment Banking Division at Goldman Sachs.

Ms. Goyal is a graduate of University of Pennsylvania, where she received a BS in finance from the Wharton School and a BAS in computer and cognitive science from the School of Engineering and Applied Sciences.

Ms. Goyal is on the Board of Advisors of the School of Engineering and Applied Sciences at the University of Pennsylvania and on the Board of Trustees for the Chapin School in New York City.

Once all confirmed Kameron will add to website etc. Great if you could signoff the photo and title stuff now as we are putting our brochure together at the moment so would include her there.

Akila Grewal is a Partner at Apollo, where she serves as the Global Head of Credit Product and Lead of the Institutional Product Specialist team. As part of her role, Akila leads a global team of professionals who work closely with internal stakeholders and external partners on capital formation across Credit, Private Equity, Real Assets and Infrastructure. Akila is part of the Firm’s Credit Management team which helps set strategy for the credit platform and executes on key priorities.  Akila sits on several committees, including the Firm’s Credit Allocations Sub-Committee and the Apollo Opportunity Foundation’s Council. Akila also serves on the not-for-profit Braven’s NYC Board as well as PK AirFinance and Stable Asset Management's Board. Akila graduated from New York University's Stern School of Business with a BS in Finance and is a CFA charterholder.

Andrea Griswold is a partner in Skadden’s White Collar Defense and Investigations Group. She joined Skadden in 2024 after serving for 11 years in the U.S. Attorney’s Office for the Southern District of New York (SDNY), most recently as the Deputy U.S. Attorney (2022-2024) and previously as the Chief of the Office’s Securities Fraud Unit (2020-2022). As Deputy U.S. Attorney, Ms. Griswold oversaw all prosecutions in both the criminal and civil divisions as well as SDNY’s press office. As Chief of the Securities Fraud Unit, she supervised individual and corporate investigations concerning accounting and valuation fraud, market manipulation, insider trading, investor fraud and money laundering. Many of the investigations she led concerned potential fraud impacting the asset management industry, including private equity and hedge funds. Before leading the Securities Fraud Unit, Ms. Griswold served for seven years as an assistant U.S. attorney in the SDNY, where she investigated — and prosecuted through trial — securities fraud and other federal cases including several complex fraud trials, all of which resulted in convictions. Prior to joining the SDNY, Ms. Griswold worked for five years as a white collar litigator at a global law firm where she tried three cases to verdict, including two federal criminal trials, one of which ended in a hung jury and the other with an acquittal on the top charge.

Lori is currently the Senior Managing Director and Head of Global Private Equity at Healthcare of Ontario Pension Plan (HOOPP). Since joining HOOPP in 2022, Lori leads the Private Equity team and is responsible for the strategic, operational and global investment activities for private capital across multiple strategies, including buyouts, secondaries, venture/growth and private credit.

Prior to joining HOOPP, Lori spent six years with CPP Investments, most recently as Managing Director, Direct Private Equity, where she led the Consumer sector team. Previously, she spent nearly eleven years in the Private Capital team at Ontario Teachers’ Pension Plan, helping establish their London office and leading their European fund and co-investments. Lori also previously worked in the Investment Banking Division at Goldman Sachs.

Lori holds a BBA (Honours) from the Schulich School of Business at York University and an MBA from Columbia Business School.

Lydie B. Hudson is the Co-founder and President of Citation and member of the firm's Investment Committee. Lydie manages all aspects of the day-to-day of Citation. Prior to launching Citation, Lydie was on the Executive Board of Credit Suisse through 2021 where she held a number of leadership roles, ultimately including oversight of over ~$240bn in fiduciary product solutions for the firm's individual, institutional and corporate clients.

Lydie serves as an Aspen Finance Fellow, a member of the Aspen Global Leadership Network and for the World Economic Forum as a Young Global Leader. She also sits on the board of the Hudson Webber Foundation, a foundation founded by her family to support the economic and civic vitality of the City of Detroit, and Room to Read, a global not for profit focused on literacy and gender equality that has benefited the lives of over 39 million children in over 23 countries. Lydie earned a Bachelor of Arts degree in International Politics and Economics from Middlebury College, and a Master of Business Administration degree from the Harvard Business School where she was awarded the leadership award.

Ali is a Managing Partner at Arna, a private capital and sustainability advisory group, primarily focused on direct investments and fund strategy. She combines her unique experiences as a former sustainability investor, Fortune 500 operator and investment advisor to provide growth and capital raising strategy to sustainability technology companies and private asset managers.
Previously at PJT Partners, Ali advised alternative asset managers on fund formation and ESG strategies and strategy for impact capital raising. Ali also previously directed Sustainability and ESG for TPG where she developed an integrated, value-centric ESG approach across the investment cycle. During her time, she led ESG-related business building with over 200 portfolio companies, many from pre-investment to successful exit.
Ali spent her early career as an operator, leading sustainability strategies and advising companies like Apple, McDonalds, Bank of America and The Gates Foundation.

Janice is a partner in Pantheon’s Global Infrastructure and Real Assets team. Since joining as a principal in 2019, she focuses on identifying and executing a wide range of infrastructure investments across secondaries, co-investments, and primaries. Janice was previously an investment specialist at SteelRiver Infrastructure Partners and Babcock & Brown where she diligence, executed, and managed direct infrastructure deals in North America. Janice started her career in the Power and Utilities banking group at Barclays. She holds a BA in Economics and Operations Research from Columbia College and is based in San Francisco.

Susan Kasser, CFA, is Head of Neuberger Berman Private Debt, managing $19 billion in first-lien and unitranche loans for private equity-backed companies (as of January 2025).  Prior to joining Neuberger Berman in 2013, Susan was an investment professional in the Direct Lending business of the Carlyle Group.  Prior to joining Carlyle, she worked at Goldman Sachs as an investment banker in the Leveraged Finance group, a fund investor and direct private equity co-investor in the Private Equity Group, and as a financial analyst in Global Investment Research.  Susan was named one of The Wall Street Journal's 2024 Women to Watch and one of Pensions & Investments' 2023 Most Influential Women in Institutional Investing.  In addition to serving on the National Board of the Enterprise Club of the American Enterprise Institute, Susan serves on the Investment Committee and the Board of Directors for Vail Health, a nonprofit healthcare system in Colorado. 

Callie Kourniotis joined Raymond James in 2024 as a managing director in the Private Capital Advisory team. Bringing with her 20 years of extensive experience in capital formation, Ms. Kourniotis has successfully raised capital for numerous buyout, credit and real asset funds. Prior to joining Raymond James, Ms. Kourniotis was a senior distribution banker at Credit Suisse's Private Fund Group for 17 years. During this time, she cultivated strong relationships with limited partners across the U.S., contributing significantly to the successful track record established by the team.

Ms. Kourniotis started her career at Salomon Brothers Asset Management within their U.S./Canadian sales team. Ms. Kourniotis received a BA in business administration from Pace University in New York City and is fluent in Greek.

Kathleen Lawler (New York) joined KKR in 2021 and is a Managing Director on the Infrastructure team. Ms. Lawler leads KKR's core infrastructure activities in North America as well as the Infrastructure team's utility investments in the Americas, among other sectors. Prior to joining KKR, she was an investment professional with J.P. Morgan's infrastructure investments group, where she was responsible for originating, structuring and monitoring investments in utilities, power and transportation. Prior to J.P. Morgan, Ms. Lawler worked as an investment professional as well as a member of a portfolio company management team at ECP, and prior to joining ECP, was a member of Bank of America Merrill Lynch's power and utilities investment banking group. Ms. Lawler holds a B.A. in Economics & Mathematics from Yale University. 

Ms. Lin is a member of the infrastructure and real assets team. She is also involved in the Firm’s diversity and inclusion initiative.

Prior to StepStone, Ms. Lin was a portfolio analyst in AMP Capital’s Global Fixed Income team for corporate bond portfolios of over A$13bn in funds under management for retail and institutional investors.

Ms. Lin received a Bachelor of Laws and a Bachelor of Commerce from the University of Sydney.

Cari Lodge is Head of Secondaries, a member of the CF Private Equity Investment Committee, Board of Directors, and Senior Executive Group. She oversees the origination, evaluation, structuring and negotiation of secondaries transactions as well as the portfolio construction, monitoring and fundraising of the firm’s secondary funds. Additionally, Cari contributes to the firm’s buyout, growth equity, venture capital, and real assets and sustainability strategies. Cari has over 24 years of secondaries experience and has closed over 495 secondary transactions for greater than $3.3 billion in total exposure. She began her career at Donaldson, Lufkin and Jenrette (which merged with Credit Suisse in 2000) as an Associate in Investment Banking. She spent 12 years with Credit Suisse’s Secondary Team, Strategic Partners, since its founding in 2000, and served as a member of the Investment Committee. Prior to joining CF Private Equity, Cari was at Tulane University’s Investment Management Office where she was responsible for overseeing the private equity and private real assets investments for the endowment. She is presently a member of the advisory board of several private equity limited partnerships. Cari is also a member of the Investment Committee of her alma mater, The Hotchkiss School.

Laurene Bielski Mahon is an experienced board member and an accomplished business executive with over 40 years’ experience in the infrastructure arena as an investment banker, management consultant, transportation and construction executive and project developer. She retired as Vice Chair of CIBC's global investment banking business in May 2023. She was recently named as an Executive Advisor to Bechtel (NEC and Canada) and continues to be a member of the North American Advisory Board of Transurban Inc., one of the largest toll road operators in the world.

Ms. Mahon served as a member of the Board of Directors of IEA, a specialized infrastructure construction company in the renewables and rail space, from November 2020 until its sale in October 2022, and sat on its audit and compensation committees. She also spent five years as a Trustee for Public Media NJ, a not-for-profit public affairs company also known as NJPBS, which is a subsidiary of WNET.

Ms. Mahon joined CIBC in 2013 to establish its global infrastructure platform, growing it from a small P3 execution team to a well-regarded financing and advisory practice encompassing the US, UK, Latin American and Australian markets across a broad array of products including balance sheet debt, M+A, ECM, DCM, rates and foreign exchange. From 1999 until 2011, she ran her own independent advisory practice, serving project owners around the world. She previously served as managing director, North America/ Infrastructure, in the Global Project Finance and Advisory Group for Chase Securities Inc. and as a director of CS First Boston’s international infrastructure practice. She began her investment banking career began at Bear Stearns in municipal finance and held positions at Kidder Peabody, in both the municipal and Latin American groups. During a 2-year hiatus from investment banking, she was chief financial officer for Labov, Inc., a Mid-Atlantic developer of specialized waste to energy projects.

Ms. Mahon’s roster of projects and clients spans the globe. Two notable transactions include directing the consultant team advising the Panama Canal Authority on its Third Lane Locks expansion project, an assignment that involved all aspects of the Canal’s operation, finances, and management. Additionally, for two years she served as the principal advisor to the Government of Puerto Rico for the establishment and initial implementation of its P3 program, including highways, maritime, airport and lottery assets.

Early in her career, Ms. Mahon spent five years at New Jersey Transit Corporation, where she held several executive positions including deputy Chief Financial Officer. She negotiated and closed the first safe-harbor leasing transaction done in the US and went on to close more than $1.2 billion in tax-driven real estate and equipment lease transactions. Ms. Mahon began her career as a transportation planner at the Port Authority of New York and New Jersey, where she was involved in various regional studies. She has also been a working journalist, at both The Boston Globe and the (Bergen) Record.

Ms. Mahon graduated from Boston University, summa cum laude, and received her MCP (Master’s in City Planning) from the Graduate School of Design at Harvard University. She is a frequent speaker at industry events, delivering one of the first keynote addresses on climate change to the IFC/World Bank’s Climate Change conference in Hong Kong in September 2016. She participated in the White House Council of Economic Advisors roundtables on transportation finance three times during the Obama administration. She has twice chaired a two-day global event in London for 600 of the most senior women in private equity, infrastructure, and real estate, and will reprise that role this year as well in both New York and London.

Irene joined Partners Group in April 2023 as Global Co-Head of Business Development, Infrastructure, and is based in NY. She has 30+ years of finance experience and prior to Partners Group was the Global Head of the Infrastructure Private Capital Advisory business for Sera Global, Brookfield’s real assets advisory platform. Irene’s previous roles include Managing Director in the Investor Solutions Group at Macquarie Infrastructure and Real Assets (MIRA), Head of North America and Business Development at Hastings Funds Management and Global Product Specialist for Infrastructure & Energy at KKR. Irene also previously worked in investment banking at both Morgan Stanley and Citigroup in NY. Irene received a Master of Laws from the University of Chicago Law School, a JD (Magna cum Laude) from the Faculty of Law, University of Ottawa, and a Bachelor of Social Sciences (Econ/Math) (Summa cum Laude) from the University of Ottawa. Irene sits on the University of Chicago Alumni Board, the Board of the Philharmonia Foundation and is a non-executive director at Verdigris Inc.

As Chief Investment Officer and Deputy Comptroller for Asset Management, Steven Meier oversees investments for the New York City retirement systems.

Mr. Meier brings over 40 years of experience, previously serving as Assistant Treasurer and Interim Chief Investment Officer for Connecticut’s Office of the State Treasurer, overseeing the investments of Connecticut’s $40 billion public pension system. Previously, Meier spent 17 years at State Street and State Street Global Advisors, where he rose to Executive Vice President and Chief Investment Officer for Global Fixed Income, Currency, and Cash Management, overseeing over $900 billion in assets. In addition, he served on SSGA’s Investment Committee.

His experience also includes roles at Credit Suisse First Boston, Oppenheimer Capital, Merrill Lynch Capital Markets, and Irving Trust Company.

Meier is a CFA Charter Holder and certified Financial Risk Manager. He holds an MBA from Indiana University’s Kelly School of Business and a BBA from Hofstra University.

Kate Mulcahy is a Managing Director focused on SASB and Transitional Lending at 3650 Capital and brings 15 years of commercial real estate lending and capital markets experience.

Prior to 3650, Kate was Head of Capital Markets for BentallGreenOak’s (BGO) Value Add Lending strategy where she sourced, structured, and managed financing facilities including subscription lines, warehouse agreements and note-on-note financings. Previously, Kate held positions as a Director in Annaly Capital Management’s (NYSE: NLY) Commercial Real Estate Group focused on SASB investments and capital markets and as a Vice President at H/2 Capital Partners responsible for capital markets. Kate began her career in the Real Estate Finance group at Citi where she underwrote, structured, and syndicated large loans for REITs and other institutional clients.

Ms. Mulcahy holds a Bachelor of Science in Business Administration (Finance) from Carnegie Mellon University.

Nicole was most recently the CIO at CalPERS, a $500 billion US pension plan.  She was previously a Partner at RedBird Capital Partners, a $10 billion private equity firm, predominately in Sports, Media, & Entertainment. Additionally, Nicole spent over 16 years in a broad range of senior investment leadership roles at Ontario Teachers' Pension Plan (“OTPP”), a $200 billion Canadian pension plan, overseeing Private & Public Equity asset classes, and establishing OTPP’s presence in Asia by building out its Pan-Asian investment platform based in Hong Kong.  At Investment Management Corporation of Ontario (“IMCO”), a $70 billion pension asset management firm, Nicole led the $20 billion Private Markets investment program, across Private Equity, Infrastructure, and Real Estate.

Eric is responsible for treasury, investment management, and pension fund accounting. He serves as a Trustee on the Classified Employees Retirement Fund Board, Other Post-Employment Benefit (OPEB) Board, Defined Contribution Retirement Plan Board and is a member of the City’s Investment Advisory Committee. Eric is a Trustee on the Town of Fairfield Employee Retirement Board and Joint Retirement Investment Board. He served as the Treasurer for thirty-seven special purpose funding entities.
Prior to entering government finance, Eric held finance positions at Royal Bank of Scotland, IBM Global Financing, Arnhold and S. Bleichroeder, Price Waterhouse and Soros Fund Management. Eric served as a member of the NYSSCPA Private Equity and Venture Capital Committee and Investment Management Committee.
Eric received his B.B.A. in Accounting from Adelphi University; Certificate in Investment Banking from New York University, M.B.A. in Finance from Sacred Heart University and is pursuing a Corporate Finance Certificate from Harvard University. He is a Certified Public Accountant (CPA) and a Chartered Global Management Accountant (CGMA).

Ms. Nicholson is a member of the private equity team, focusing on buyouts, special situations and co-investments.

Prior to joining StepStone in 2009, Ms. Nicholson was a credit analyst for Tudor Investment Corporation, an asset management firm, where she was responsible for performing credit, cash flow and liquidity analyses on emerging markets corporate debt. Before that Ms. Nicholson was a private equity analyst in Lehman Brothers Merchant Banking group.

Ms. Nicholson graduated magna cum laude with a BA from Georgetown University.

Michelle Noyes joined AIMA in 2012 as Chief Operating Officer of AIMA's New York office and became the Association’s Head of Americas in December 2017.

Prior to AIMA, Michelle was Head of International Sales and Investor Relations for BRZ Investimentos, one of the largest independent asset managers in Brazil. While in Sao Paulo, she also served as the Brazil representative for AIMA and established the AIMA Brazil network. Michelle began her career in hedge funds as General Manager for a global conference organizer, where she launched and managed a portfolio of successful asset management and investment events. Michelle holds a B.A. and M.A. from New York University and is a CAIA Charterholder.

Mansi Patel is a senior managing director and head of infrastructure debt. Mansi is responsible for the growth, operations, and strategy of the private infrastructure debt investment team. She joined Principal Asset Management in May 2024 having previously spent 18 years at MetLife Investment Management as managing director, head of infrastructure debt and project finance—North America, Latin America, and APAC.

Prior to this role, she held a position at PricewaterhouseCoopers. Mansi earned a Master of Business Administration at Fairleigh Dickinson University and a Bachelor of Science at Rutgers University.

Melisa A. Quackenbush is a Senior Portfolio Manager at the Public School Employees’ Retirement System (PSERS), where she has been managing part of the global real estate portfolio since joining the fund in 2018. Before her tenure at PSERS, Melissa was an entrepreneur, running her own gourmet food business. Prior to that she served as Director of Real Estate for Honeywell International’s global pension fund. Her extensive real estate experience includes leadership roles at MetLife, where she established and led the commercial mortgage trading desk as well as positions at brokerage firms such as Granite Partners, HFF and LJ Melody. Earlier in her career she worked as a commercial loan officer at Citibank and Fleet Bank in upstate New York.

Melissa holds a BA in Economics and Spanish from the University of Rochester and Certificate of Management Studies in Finance and Accounting from the William E. Simon School of Business.

Monika Racz has over 20 years of Private Equity related experience and she is currently a Senior Managing Director and Head of Private Equity and Co-Investments at Corebridge Institutional Investments (U.S.), LLC (FKA AIG Asset Management (U.S.), LLC). She has been with the Firm since 2010 with all her time spent in Alternatives. Before joining, Ms. Racz was briefly an Assistant Vice President in the Private Equity Fund Services group at JPMorgan. Prior to that, Ms. Racz spent 11 years at MetLife, where she held various positions, including managing a portfolio of bank loans, Associate within the Alternatives Group, and Analyst in the International Investment Unit assisting in the oversight and compliance of thirteen individual international investment portfolios. Ms. Racz earned a B.S. in Business Administration with a minor in International from The College of New Jersey, and a M.B.A in Finance from Seton Hall University.

Agnieszka Rafalska joined EQT Group in 2024 as the company’s Head of M&A Legal for North America. EQT is a global asset manager with Nordic roots and EUR ‌ 269 ‌ billion in assets under management as of December 2024.   In her role Agnieszka is integrally involved in all aspects of transactions effected by EQT private equity and infrastructure funds. Prior to joining EQT, Agnieszka served as Senior Transaction Counsel, Private Equity at Apollo Global Management, a global alternative asset manager with approximately $751 billion of assets under management as of December 31, 2024.  Agnieszka started her legal career at the law firm of Sullivan & Cromwell where she maintained a broad practice, advising corporate and sponsor clients on a wide range of transactions.  Agnieszka graduated magna cum laude from Harvard College with an A.B. degree in Social Studies and received her J.D. from Yale Law School.

Lauren Rich is a Managing Director and serves on Wafra’s Management Committee. Ms. Rich helps lead Wafra’s strategic partnership investment mandates in both established and next generation asset management businesses. While at Wafra, Ms. Rich has completed several direct minority investments in alternative asset management firms, GP financings, secondary private equity investments as well as investments within closed end funds.

Previously, Ms. Rich was an Associate with Davis Polk & Wardwell in New York, where she advised clients on a broad range of financing transactions.

Ms. Rich earned a BA from the University of Pennsylvania and a JD from New York University School of Law.

Dina Said Dwyer is the Founder, Chief Executive Officer, and Chief Investment Officer of Eden Capital Management LLC. Ms. Dwyer has more than twenty years of experience in the private equity industry. Prior to founding Eden, she served as a Managing Director at Unifund SA and was responsible for sourcing and executing transactions and oversight of Unifund’s portfolio companies. Prior to Unifund, Ms. Dwyer was an Analyst at the Blackstone Group in New York and trained at the Carlyle Group in London. She serves on the Board of Directors of Wall Street Prep, Edcetera, White Cup, and Intelvio. Ms. Dwyer received a Bachelor of Science degree in Finance from the Wharton School of the University of Pennsylvania and an MBA from Columbia Business School.

Sheryl Schwartz is an accomplished asset management executive, institutional investor, and board member who has built and led teams and new asset classes for major institutional investors. She is the Chief Investment Officer of Alti Financial, a 1940 Act platform focused on democratizing private markets and currently serves on the board of Cartesian Growth II, a NASDAQ listed company, and for GAIA, a private REIT. Sheryl serves on the Audit and Governance Committees. Sheryl is a Qualified Financial Expert and able to serve as the audit committee chair and has an expertise in portfolio management, strategy, corporate governance, marketing and new product development experiences. Sheryl has provided advice on strategy, growth, management and organizational decisions, acquisitions, investments, ESG and financial matters. Over the course of her career as a lead investor she has developed financial acumen across asset classes, with deep sector expertise in alternatives, private equity and credit/fixed income.

Sheryl has successfully navigated investment portfolios and led teams through economic cycles in her senior leadership roles at TIAA, a Fortune 100 diversified financial services firm; at a subsidiary of Natixis, (Caspian), a large French asset management firm; at Perseus, a private equity firm and as the CoFounder and CIO of Alti Financial. Sheryl has been a portfolio manager and consultant for institutional investors and has built several private equity fund, co-investment, mezzanine debt and timber portfolios from scratch, including a $13B portfolio at TIAA and $3+B portfolios at Caspian. She has expertise in global co-investments, small and mid-market funds, emerging managers and has factored in ESG parameters in her underwriting. She has navigated internal and external audits, regulatory exams and SEC approvals. In addition, she has managed and led cross -functional teams, projects and new products that required the support and confidence of clients and departments including: risk, accounting, legal, tax, middle office, distribution, sales, marketing,
compliance, tax, audit and regulators.

Sheryl is also on the Board of a women’s private equity mentoring organization (“WAVE”), her longstanding membership in PEWIN and is an Adjunct Professor at Fordham Gabelli School of business. Amongst her many accolades, Sheryl has been recognized by Merger and Acquisitions Magazine “Most Influential Women in the Mid-Market M&A” in 2016, 2017, 2019, 2021, 2022, 2023, 2024 and 2025 and The Wall Street Journal’s “Six of Private Equity’s Most Influential Gatekeepers” in 2017.

Marina Schwartzman is a member of the Private Real Assets investment team at Apogem Capital. She focuses on real assets fund investing, co-investing and secondary investments and is involved in all aspects of investment sourcing, due diligence, and monitoring.

Marina joined Apogem Capital from PA Capital, where she had worked since 2015. She began her career in the financial services industry in 2010. Before joining PA Capital, Marina worked in investment banking at JP Morgan and Bank of America Merrill Lynch on the leveraged finance teams where she focused on execution of high yield bonds and leveraged loans.

Marina graduated Magna Cum Laude from New York University’s Leonard N. Stern School of Business.

Sarah Schwarzschild is the Chief Operating Officer of Mavik, responsible for the strategy and operations of the firm, and sits on its Investment Committee.

Prior to joining Mavik, Sarah was the Co-Head of BGO Strategic Capital Partners, a global multi-manager platform currently owned by BentallGreenOak and formerly part of The Carlyle Group.  Sarah was instrumental in building the secondaries business and scaling the global platform to more than $3 billion.  Prior to joining Carlyle, Sarah led Partners Group’s real estate secondary team in the US and was an Assistant Vice President in the Global Opportunity Funds group at RREEF. Sarah started her career as an analyst at Rothschild.

Sarah received a BA, summa cum laude, from the University of Pennsylvania and an MBA with honors from the Tuck School of Business at Dartmouth. Sarah sits on the MBA Council for the Tuck School of Business and is Secretary of the Board of Trustees for The Mianus River Gorge, a land preservation not-for-profit.

Richa is Director and Head of Data and AI at Lexington Partners. Prior to joining Lexington, Richa was leading the AI Center of Excellence for Investment Banking at Goldman Sachs. Richa is Director and Head of Data and AI at Lexington Partners. Prior to joining Lexington, Richa was leading the AI Center of Excellence for Investment Banking at Goldman Sachs. Richa graduated from Columbia University with an MS in Operations Research.

Cecilie Søndergaard Nielsen is the Founder and Managing Director of CN8, a London-based leadership performance consultancy specialising in coaching, assessment, and advisory services for senior leaders in high-pressure industries. With nearly two decades of international experience in HR, and leadership roles across energy and financial services - including private equity - Cecilie has worked in diverse environments from oil rigs to trading floors, supporting leaders across the globe. Cecilie is a multi-certified executive coach, and holds a BSc in Economics as well as a Master's in Leadership, in addition to advanced training in subconscious bias and the neuroscience behind it. She is particularly passionate about advancing female leadership, and her coaching work focuses on providing her clients with the tools to facilitate transformative, permanent change.

CN8

CN8 is a specialist leadership coaching and performance consultancy, based in London, and focused on delivering neuroscience-backed leadership development and team solutions to leaders in high-pressure environments, globally.

CN8 offers tailored leadership coaching, talent development, and team performance processes, as well as advanced psychometric assessments, designed to unlock individual and organisational capacity and potential, and deliver measurable impact with exceptional results.

By combining deep insights from the psychology and neuroscience of human behaviour with two decades of coaching and leadership experience, we focus on helping our clients develop autentic and sustainable performance. Whether it’s strengthening team dynamics or guiding individuals to lead with clarity and resilience, CN8 is a trusted ally for leaders and organisations seeking meaningful transformation.

Violeta Rabanal is the Senior Director – Head of Corporate Development at Mitsubishi Power, where she leads capital raises and M&A across energy transition and conventional businesses.

Violeta has 13+ years of experience in financial services with a focus on infrastructure and energy. Prior to Mitsubishi Power, she was part of the Infrastructure Credit team at Global Infrastructure Partners (“GIP”). Prior to GIP, Violeta was a Vice President in Evercore’s Corporate Advisory business with a focus on infrastructure, power, renewables, utilities, and transportation. Previously, she was an investment manager at Rimac, Peru’s largest insurance company, where she led the short-term fixed income strategy, and was also an Adjunct Professor of Finance at Universidad del Pacifico.

Violeta holds an M.B.A with a concentration in Finance from The Wharton School at the University of Pennsylvania and a B.S. in Economics, Summa Cum Laude, from Universidad del Pacifico. She is a CFA Charterholder.

Ya Tung is the Chief Investment Officer for the Jefferies Family Office where she oversees the platform that invests capital on behalf of Jefferies senior executives and employee-partners. Prior to joining Jefferies, Ms. Tung was a Managing Director at GCM Grosvenor, an asset management firm with $70bn in AUM. While at GCM Grosvenor, she shared leadership responsibilities for overseeing the private equity business and team, including shaping investment strategy and portfolio construction. Prior to GCM Grosvenor, Ms. Tung was at Goldman Sachs, most recently as a member of the investment team and the Strategy lead for U.S. middle market in AIMS (Alternative Investments and Manager Selection) of GSAM (Goldman Sachs Asset Management). Prior to Goldman Sachs, Ms. Tung served in corporate functions that focused on cost control, operating efficiencies, and production. Ms. Tung earned her B.Sc. in Industrial Engineering from Columbia University and MBA from Columbia Business School.

Anne Valentine Andrews is the Global Head of Private Markets, Manulife Investment Management. In this role, she’s responsible for the strategy, business development, and growth of Manulife Investment Management’s private markets business, which includes real estate, infrastructure, timber, agriculture, private equity, and credit. She also leads the private markets investment teams, bringing together the chief investment officers from each asset class in the business and working closely with the global product group to drive private markets product innovation across the global institutional, retail, and retirement channels.

Based in New York City, Anne joined Manulife Investment Management from BlackRock, where she spent nine years in increasingly senior roles, most recently as Global Head of Infrastructure and Real Estate. Previously, she was Co-head and Chief Operating Officer for the Morgan Stanley infrastructure platform, and, prior to that, she was a Director at Macquarie Bank in both Melbourne and New York.

Leslie Vargas, CFA, is the Head of Portfolio Management at Resolution Life. Previously, Leslie held positions as a Vice President at Swiss Re in the Private Debt team and External Investment Mandates in New York, NY. Leslie also has experience at Bloomberg LP where they were a Team Leader in the Equity Capital Markets team managing analysts and vendors, as well as an Equity Capital Markets Analyst and Dividend Forecasting Analyst. With a background in finance and business administration, Leslie has a strong foundation in analyzing and managing portfolios.

Lucy Wilson is a Vice President at Alignment Growth, where she is responsible for originating, evaluating, and adding value to the firm’s investments. Ms. Wilson joined the firm shortly after its inception in 2021 and focuses on investments in film and TV, live events, and the creator economy. Ms. Wilson currently serves as an Observer on the Board of Directors of Wheelhouse Group and Elefantec Global Holdings and maintains an active role in the firm’s investments in Fever and Spyglass Media Group.

Prior to joining Alignment Growth, Ms. Wilson worked in investment banking at UBS, where she advised on mergers and acquisitions, equity and debt financings, and leveraged buyouts.

Ms. Wilson graduated Summa cum laude from Boston College with a B.A. in Economics.

Julia Wittlin is a Partner of the Firm and leads the Firm’s Miami office as well as its Venture and Emerging Growth investment vertical. In her current role, Julia oversees the Firm’s efforts in venture and emerging growth where RedBird backs disruptive technologies and business models in RedBird’s core areas of expertise.

Prior to joining RedBird, Julia spent 15 years at BlackRock. Most recently, Julia was a Managing Director and a senior portfolio manager within BlackRock Alternative Investors, where she developed and led the team’s growth equity investment efforts and deployed over $500 million. Julia’s investments include leading companies such as Hashicorp, Rivian, Epic Games, Attentive, and Databricks.

Julia is passionate about diversity, equity and inclusion and was a member of the UN PRI Private Equity working group where she focused on advancing diversity efforts within the industry. Additionally, Julia is a steering committee member of the southeast chapter of WAVE, the Women’s Association of Venture and Equity. Julia was featured on Wall Street Journal Pro Private Equity’s Women to Watch List in 2023.

Julia holds a B.A. from the University of Rochester and a Certificate in Mathematical Modeling. She is a CFA, CAIA, and FRM designation holder.

Lauren Young joined Advent in 2011 and is a Managing Director in New York. She advises on investments in the technology sector. Lauren has advised on 11 investments during her career, eight while at Advent.

Prior to joining Advent, Lauren worked at The Carlyle Group, where she was a member of the US buyout fund. At Carlyle, she focused on investing in software and financial technology companies. Previously, Lauren was an analyst at McColl Partners, a middle-market investment banking firm.

She received a BA from Davidson College and an MBA from Harvard Business School.