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The Leading West Coast U.S. Private Equity & Venture Capital Event

February 1-3, 2016

James (“Jim”) Coulter is the CEO and a Founding Partner of TPG. TPG is a leading private investment firm managing nearly $75 billion in assets in more than 130 countries. TPG is based in San Francisco and Fort Worth and has 17 offices in 11 countries around the world. TPG has been a lead equity investor in more than 150 companies. Mr. Coulter serves as a member on numerous corporate and charitable boards; including Common Sense Media, Creative Artists Agency, J. Crew Group, Chobani and Cirque du Soleil. He also actively serves on the Dartmouth College Board of Trustees, and the Stanford University Board of Trustees. In addition, Mr. Coulter is a Co-Chair of the Leading Education by Advancing Digital (LEAD) Commission. The LEAD Commission is answering a challenge from the Federal Communications Commission and the U.S. Department of Education to develop a blueprint detailing the opportunity for using technology as a catalyst to transform and improve American education.

American Patriot and Proven Military Veteran: Eric B. Maddox is a recipient of the National Intelligence Medal of Achievement, Defense Intelligence Agency Director’s Award, Legion of Merit, and Bronze Star, for his direct role in the capture of Saddam Hussein. Eric is also a published author of Mission Blacklist #1: Capturing Saddam.  In 2003, while assigned to a special operations task force in Iraq, Maddox conducted over 300 interrogations and collected the intelligence which directly led to the capture of Saddam Hussein. Mission Blacklist #1 is about the amazing inside story of Maddox’s role, the brave soldiers from Special Operations, and a story of determination, selfless service, and innovation.

 

Andrea oversees over 25 professionals worldwide dedicated to researching markets and managers in private equity, venture capital, distressed investments, private credit, secondaries, and funds of funds strategies. She joined the firm in 2001 and was Head of International Private Equity and Venture Capital Research for five years, and is currently Head of the U.S. Private Equity Research, in addition to her global responsibilities. She is also a member of the firm’s Strategy and Policy Board. Andrea’s private equity career spans over 20 years, starting in the Leverage Buyout Group at Prudential Insurance, where she led early efforts to benchmark Prudential’s $5 billion buyout portfolio, and domestic and European fund investment portfolios, among other responsibilities. Andrea was named one of the 100 most influential people in private equity over the past decade by Private Equity International magazine.

GEN Keith Alexander (Ret.), founder and CEO of IronNet Cybersecurity, is one of the foremost authorities on cybersecurity in the world. A four-star Army general, GEN Alexander was previously the highest-ranked military official of U.S. Cyber Command, the National Security Agency and the Central Security Service, where he led these Department of Defense agencies during the conflicts in Afghanistan and Iraq when attempted cyber-attacks against the U.S. were on the rise. In recognition of cyber's increasing importance, GEN Alexander was appointed by President Barack Obama and Defense Secretary Robert Gates as the first commander of U.S. Cyber Command, a newly created military institution charged with defending the nation’s security in cyberspace against sophisticated cyber threats to businesses and government operations in an increasingly interconnected world.

As a Vice President, Zach is responsible for sourcing and managing private equity investments in the Americas including co-investments, secondary transactions and primary funds. Prior to joining QIC in 2011, he was an Associate at Context Capital a multi strategy hedge fund focused on volatility extraction and directionally based arbitrage strategies. Previously, Zach was a Market Research Analyst at Nicholas Applegate. He received his MBA from the Rady School at UC San Diego and a BSc in Finance from San Diego State University.

Eric Benhamou has over 38 years of experience in the IT industry, including 12 years of active venture capital experience. He founded Benhamou Global Ventures (BGV) in 2003 where he served as Managing Director and made active investments in early stage information technology Silicon Valley firms focused on global enterprise and telecommunications markets. BGV has invested in Swan Labs (F5), Dasient (TWTR), Voltaire(MLNX) and Finjan(FNJN). Prior to BGV, Eric Benhamou was the first 3Com CEO to formalize a corporate investment strategy and started 3Com Ventures, a $250 million corporate venture fund in 1998. Eric Benhamou has extensive corporate governance experience, having served on more than 25 corporate boards, including 10 publicly traded companies such as 3Com, Palm, Netscape, Legato and Real Networks.

The Riverside Company is a $5 billion global private equity firm. Pam runs all of the back office functions and two sales functions – fundraising and deal origination. She also supervises The Riverside Strategic Capital Fund and sits on the global Riverside Investment Committee. Pam is a past Chairman of the Board of the Association for Corporate Growth, and a member of the advisory board of the Kenan Institute for Ethics at Duke University. Prior to joining Riverside, Pam spent 22 years at JPMorgan Chase.

John Coelho is a Partner based in StepStone’s La Jolla office. He has led StepStone’s efforts in venture capital and growth equity since inception and focuses on fund investments, secondaries and direct/co-investments in technology, healthcare and tech-enabled services. John spent his entire career prior to StepStone advising and investing in emerging growth companies.

Maurice joined Guardian’s investment team in 2010 and is responsible for fund investing, co-investing and secondaries. He has over 24 years experience in private equity investing and portfolio management. Maurice has successfully originated and led 27 direct and co-investment transactions and has managed institutional private equity portfolios totaling over $4.5 billion in a variety of buyout, venture capital, mezzanine and special situation partnerships, hedge funds, and private placements. Previously, Maurice spent over six years as a senior manager of a successful co-investment fund located in Chicago.

Sanjay Gupta is a Senior Director at CDPQ New York. He is responsible for helping to manage and invest CDPQ’s private equity portfolio. Prior to joining CDPQ New York, Sanjay headed Adveq’s US buyout platform including primary fund investing, secondary investing, and co-investing. Earlier in his career, Sanjay worked as a leveraged finance investment banker at Lehman Brothers, an investment Associate at FLAG Capital, and held several operational and consulting roles.

Jean-Pierre L. Conte is the Chairman and Managing Director of Genstar Capital LLC, responsible for acquisitions, divestitures and oversight of portfolio companies in a number of industries including healthcare and industrial technologies. Prior to leading Genstar Capital, J-P was a principal at The NTC Group, Inc., a private-equity firm focused on industrial technology companies. He began his career at Chase Manhattan Bank.

Rich Lawson is CEO of HGGC, which manages over $2.4 billion and oversees portfolio companies that employ more than 43,000. HGGC has completed transactions with an aggregate value of nearly $10 billion. Lawson serves or has served as Chairman of Selligent, Dealer-FX, SSI, Serena Software, AutoAlert, MyWebGrocer, Hybris Software, Innovative Interfaces, SkyRiver Technology Solutions, and Sunquest Information Systems. He is also a Director of the Capital Impact Foundation, San Francisco Zoological Society, Wasatch Adaptive Sports and the Forever Young Foundation.

Alison Nankivell was appointed Vice President, Co investment and Government Initiatives, BDC Capital in 2015. In this role, she leads BDC Capital’s efforts as the key execution agent for the Government of Canada’s Venture Capital Action Plan (VCAP) and oversees other government initiatives. She also manages the development of BDC Capital’s co investment and private equity framework as well as the Diversified Portfolio and GO Capital teams. Alison has over 20 years of corporate financing and investment experience in Canada and Asia. Most recently, she served as Director, Funds Asia with Teachers’ Private Capital, the private investment arm of the Ontario Teachers’ Pension Plan.

Cindy Padnos is the founder and Managing Partner of Illuminate Ventures, an early stage firm investing exclusively in Enterprise cloud and mobile computing companies. With three funds under management, current Illuminate market leaders include companies such as Allocadia, Coupang and BrightEdge - with recent portfolio exits at Xactly Corporation (IPO NYSE: XTLY) and Opsmatic (New Relic - NEWR). As an operating exec, Ms. Padnos was founder & CEO of Vivant (now ORCL), CEO of Acumen and VP marketing at Scopus (IPO). She has been recognized as one of Most Influential Women in Silicon Valley by the New York Times.

Jeremy Pendrey is an Assistant Regional Director in the Asset Management Unit of the Enforcement Division of the U.S. Securities and Exchange Commission. Mr. Pendrey supervises the Commission’s Asset Management Unit enforcement investigations in Northern California and the Northwestern United States, which includes investigations of advisers to private-equity funds. Before his more than ten years of investigating and prosecuting securities laws violations with the Commission staff in San Francisco, Mr. Pendrey was a litigation partner with a private law firm in Los Angeles.

David is responsible for the day-to-day management of Top Tier Capital Partners and the development of the firm’s funds of funds and co-investment offerings. Prior to the formation of Top Tier, he was a Managing Director with Paul Capital, overseeing the firm’s venture capital fund of funds offerings. He has extensive operational experience, having founded and managed four different trading desks for Wall Street firms.

Julia Winterson joined Dignity Health as Director, Investments in 2015. At Dignity Health, she helps manage approximately $9 billion in assets across all asset classes. She joined Dignity Health from the University of California Regents where she was Director, Private Equity and Co-Investment. At the UC, she managed primary investments, led the co-investment effort and was integrally involved in secondary activity. Earlier in her career, she worked in corporate M&A for Sun Microsystems and was an Analyst and Associate at Battery Ventures and Thoma Bravo, respectively.

David Humphrey is a Managing Director at Bain Capital, a leading global private investment firm with approximately $75 billion in assets under management. He currently co-leads the firm’s North American technology, media and telecommunications investment efforts. He has led investments in Blue Coat Systems, BMC Software, Genpact, Skillsoft, Viewpoint Construction Software, and others. Prior to joining Bain Capital, Mr. Humphrey was an investment banker in Lehman Brothers’ mergers and acquisitions group.

Kevin is Managing Director, Alternative Investments at Kaiser, responsible for absolute return, private equity and private real estate asset classes. Previously, Kevin was at AAA with responsibility for balance sheet and pension investment assets. Kevin was also Vice President and Director of Hedge Fund Research at Wilshire Associates where he launched and grew the firm’s hedge fund research and advisory group. Founded in 1945, Kaiser Permanente is the United States' largest integrated healthcare and hospital system, serving over 10 million members, and has annual operating revenue in excess of $60 billion. Total investment assets exceed $70 billion, including $30bn 501(c)(3) foundation investments and $30bn defined benefit pension assets.

Investors and business executives turn to DJ Peterson to help them make sense of critical political, economic, and social issues shaping their industry and the environments in which they operate around the world. For this intelligence, his firm, Longview Global Advisors, draws on an agile network of country, sector, and issue experts around the world.

Chris is a Managing Director on the Secondary Investments team where he is responsible for sourcing, evaluating, and executing transactions in the North American market. Chris joined AlpInvest Partners in 2007 from Paul Capital Investments, where he was a Principal focused on fund investing and secondary investments. Previously, he was a Principal at Invesco Private Capital and was responsible for evaluating venture and LBO fund investments, as well as direct investments. Chris represents AlpInvest Partners on the Advisory Boards of Ridgemont Equity Partners and Aurora Resurgence.

Mr. Schlossberg analyzes the economic, financial and investment environment for Wells Capital Management—a fee-based, institutional money manager with over $340 billion in assets under management---and for other investment and banking groups within Wells Fargo & Co. He participates regularly in meetings with the organization’s customers and internal professionals, and is a member of Wells Capital’s Investment Policy and Liquidity Management strategy committees. Prior to joining Wells Fargo in 1974, Mr. Schlossberg worked as a researcher at the U.S. Treasury and Federal Reserve Board covering international economic conditions.

Bo Ramsey, CFA, CAIA, currently serves as the Director of Private Equity for the Indiana Public Retirement System. Bo is responsible for management of INPRS private equity portfolio including asset allocation, evaluation of strategies, manager due diligence and selection, co-investments, and portfolio monitoring. Bo holds a JD (with honors) from the Indiana University - McKinney School of Law and an MBA and BS from the Kelley School of Business at Indiana University. Bo is a CFA charterholder and a CAIA charterholder.

Enrique Allen is the co-founder of Designer Fund, where he invests between $100K - $1M in tech startups who are design leaders including Stripe, Gusto (FKA Zenpayroll), Omada Health, Altschool and Shyp. He adds value by building and educating design teams through Designer Fund's professional development program, Bridge. Previously, Enrique was a designer at venture capital firms, including 500 Startups, Facebook’s fbFund, and Venrock. He's a Stanford University alum where he continues to teach courses at the Stanford Institute of Design.

David Andrews is the Founder and CEO of Gryphon Investors, managing over $2 billion of equity investments and capital since 1997. A leading private equity firm based in San Francisco, Gryphon focuses on the lower middle-market with an in-house Operations Resources Group and four industry specialty groups. Mr. Andrews serves or has served on numerous boards including: Allied Security, Bright Now! Dental, Consolidated Fire Protection, Eight O’Clock Coffee, Flagstone Foods, Fleet Laboratories, Intelligrated, JENSEN HUGHES, K&N Engineering, and Washing Systems. Prior to founding Gryphon, Mr. Andrews served as a Managing Director/Partner of Oak Hill Partners.

George joined the senior investment team as a Managing Principal in 2007. From 2004 until beginning his tenure at Knightsbridge, George was Director and head of venture and growth equity fund investments for Citigroup Private Equity. In this capacity, he was responsible for over 100 fund relationships with commitments of $1.3 billion, sat on a dozen advisory boards, and brought Citigroup into some 29 new venture and growth equity funds, many of which are difficult to access by most investors. As an investor in companies and funds, he draws on a broad technology background, having spent five years as an engineer and project manager with a Silicon Valley technology company that produces test and measurement solutions and holds a patent in the area of metallic access subscriber line testing.

 

Sarah brings over 20 years of food and consumer products investment banking and private equity experience to the Kainos team. Prior to founding Kainos and joining HM Capital in 2011, Mrs. Bradley was a Managing Director at Investcorp where she spent 3 years as Head of Global IR and Fundraising. Previously, Mrs. Bradley was a Managing Director at Deutsche Bank in New York in the Financial Sponsors Group and Consumer Group. Prior to this, she was a Director in the Global Consumer Group within the investment bank at Citigroup Global Markets. She began her investment banking career in the Mergers & Acquisitions Group at Donaldson, Lufkin & Jenrette.

Mr. Aube joined Pine Brook in July 2011 and is a managing director responsible for Pine Brook’s energy investing activities. Mr. Aube has 25 years of experience in the energy sector. Prior to joining Pine Brook, Mr. Aube was with D.E. Shaw & Company, a multi-strategy global investment firm, where he was a managing director responsible for co-managing the firm’s North American private equity effort. Previously, Mr. Aube was a partner with J.P. Morgan Partners, a multi-billion-dollar private equity firm affiliated with JPMorgan Chase, where he focused on growth equity and buyout investments in the energy and industrial sectors.

Bronwyn Bailey leads research and industry outreach at the PEGCC. Previously, she managed an analytics team at BlackRock to promote iShares asset growth. At SVB Capital, she guided strategic investment decisions and monitored the performance of a $1B portfolio. She also advised the ILPA to develop PE performance benchmarks. As a business consultant, she produced strategic recommendations and economic analyses for international corporate clients.

As a partner with Parallax Capital Partners, John Baldwin is focused exclusively on the Software and Technology sector. John has participated in the acquisition and operation of number of Parallax portfolio companies since 2002 including executing successful exits. He has been the CEO of Daptiv, Computron, Vista Source and currently holds that position at Bunchball. John specializes in identifying and unlocking value in underperforming technology companies by aligning stakeholder goals with operational focus, clear strategy, and team engagement.

Andrew is a Managing Director and Co-head of Co-investment at Capital Dynamics. He has 30 years of private equity and investment management experience. Prior to joining us, Andrew co-founded a private equity firm focused on mid-market consumer companies. He also held a number of senior positions in Europe and the US with GE Capital before becoming chief executive of GE’s European private equity activities. Earlier in his career, Andrew spent four years at 3i.

Chason Beggerow is a Partner on the Global Investment Team, based in the Richmond office. He is primarily responsible for developing the firm’s Secondary and Co-Investment efforts and also serves as a generalist for the primary investment efforts in the US. Mr. Beggerow joined Altius in 2007 and has been working in Private Equity since 1995. Prior to joining Altius, Mr. Beggerow had over 10 years of experience in M&A, investment banking and venture capital fundraising.

Ms. Belytschko leads C.M. Capital Advisors’ investment activities in venture capital and leverage buyout funds. Prior to joining C.M. Capital, she was an investment manager with Comprehensive Financial Management, a large West Coast multi-family office. Previously, Ms. Belytschko worked with Scient in developing the firm’s corporate venture arm and leading direct investments in technology companies and was a member of Donaldson, Lufkin and Jenrette’s Private Fund Group, where she marketed and distributed alternative investment products.

Mark is in his 11th year with the firm, based in New York, focused on fund of funds, including secondary and primary investments. Ardian is a premium independent private investment company with assets of US$50bn managed or advised in Europe, North America and Asia. The company is majority-owned by its employees, working through ten offices in Paris, London, New York, San Francisco, Beijing, Frankfurt, Jersey, Luxembourg, Milan, Madrid, Singapore and Zurich.

 

Jonathan Bergman serves as portfolio manager to client accounts and conducts investment manager diligence at TAG Associates, an $8 billion multi-family office. Mr. Bergman has spent his 18-year career exclusively managing assets for high net worth families. Mr. Bergman helps TAG portfolio management clients and their advisors integrate all aspects of their personal financial life, including investments, estate, insurance, and income tax planning. Mr. Bergman has extensive experience in private equity manager selection as well as direct co-investment diligence. Additionally, he serves as a member of the advisory board of a private equity partnership.

As principal at his family office, Blennemann Family Investments, Heinz is a global investor with a passion for networking with others. He is an active member of the Advisory Faculty at the Institute for Private Investors (a network of ~300 family offices and the Institutional Limited Partners Association (ILPA, a private equity network). Heinz began his career in technology, building a technology team at Juniper Networks and teaching engineering at Stanford University as a consulting professor.

Daryl B. Brown, CFA, Director, Portfolio Manager – Mr. Brown joined DuPont Capital in 1996 as a stable value analyst and moved to the DCM Private Markets Group in 2001. Mr. Brown is a member of the investment team responsible for partnership selection and portfolio management. Prior to joining DuPont Capital, he was an Associate Actuary in the DuPont actuarial organization, responsible for valuing the pension and retiree healthcare liabilities for various DuPont pension plans.

Justin was born and raised in Vermont. He attended Duke University to major in Economics. After Duke, he worked at Mckinsey, and subsequently attended Harvard Business School. After HBS, Justin joined Bain Capital Ventures as an associate and eventually became Partner. He initiated the opening of the Bain Capital Ventures West Coast office in 2008. While at BCV, he led and participated in a number of investments including Bloomreach, INRIX and Media Radar. In 2011, he joined Lightspeed Ventures as a Managing Director and has led investments in Grubhub, Luxe Valet, Taskrabbit, Styleseat, Stitchfix, and others.

Emily Chang is the host of Bloomberg Television's daily technology show "Bloomberg West" and the long-form interview series "Studio 1.0." She speaks to the most influential people in tech, including Facebook CEO Mark Zuckerberg, Google Executive Chairman Eric Schmidt, Twitter CEO Jack Dorsey, Disney CEO Bob Iger, and Alibaba Founder Jack Ma. She spent many years covering international news for CNN in London and Beijing and sits on the board of BUILD, a national non-profit that uses entrepreneurship to reach disadvantaged students.

Eric joined Crosslink in 2010 and focuses on Internet, software, and cloud infrastructure companies. He leads the Crosslink Capital Seed program and is also co-founder and president of Alpha —the entrepreneurial networking club for more than 600 Founders and CEOs. Eric brings over 20 years of experience as a successful entrepreneur and venture capital investor. Prior to Crosslink, Eric was a partner at Artiman Ventures and Bay Partners focusing on Internet & Software investments, some of which include Opsource (NTT), Invensense (INVN), InterAct and Dropcam (GOOG). Eric's startup experience includes co-founding the Internet server software company WebSpective (INKT), and co-founding TelASIC Communications (MTI). In addition, his operating experience includes business development at Mainspring (IBM) and at MILCOM (Military Commercial Technologies) where he focused on finding and commercializing next generation technologies out of the military, aerospace and Defense Labs. Crosslink Investments include: DataStax, Descartes Labs, Hired, Casper, Jack Erwin, NodeSource, ProtectWise, Scripted, PowerToFly, TakeLessons, True & Co., Enigma, and Visually.

Adam is a Managing Director of Portfolio Advisors, a member of the firm's Management Committee, and serves as a voting member on the Investment Committee of all Portfolio Advisors funds. Adam joined Portfolio Advisors in 2010 and is primarily engaged in sourcing, evaluating and recommending investment opportunities in private equity co-investments. Previously, he was Co-founder and President of New York Life Capital Partners ('NYLCAP'), the captive manager of alternative assets for New York Life Insurance Company and third-party investors, with $7 billion in assets under management.

Ronan is a Managing Director at Spectrum Equity, responsible for the firm's investor relations and fundraising activities. Prior to joining, Ronan worked at General Atlantic with responsibility for capital raising and investor marketing. Previously, he spent eight years as an LP as Head of Private Equity at the Irish National Pensions Reserve Fund and, before that, as a Partner & member of the Investment Committee at Adams Street Partners. He is a member of the CFA Institute.

 

Tom Danis is a Managing Principal and co-founder of RCP Advisors, a leading private equity investment firm that provides access to North American lower middle market private equity fund managers through funds-of-funds, secondary funds, co-investment funds, advisory services, and investment research-based services. Tom leads the manager research and investment sourcing function of the Firm, is a member of the Investment Committee, and serves as an Advisory Board member of various underlying funds. His responsibilities include the evaluation, monitoring and ongoing relationship management of private equity fund managers. Tom has been involved in the private equity industry for over 18 years.

Caledon Capital Management is an independent private markets investment specialist and portfolio manager based in Toronto, Canada. Caledon provides customized global private equity and infrastructure investment solutions for institutional investors by building unique portfolios of funds, secondaries and co-investments. Martin has over 20 years of experience in private equity and corporate M&A. Prior to Caledon, he was Managing Director at OMERS Private Equity (OPE), the organization responsible for investing the private equity allocation of the $70 billion Ontario Municipal Employees Retirement System.

 

Prior to founding Denning & Company, Paul was previously a Limited Partner at Montgomery Securities, then a Partner at Robertson, Stephens & Company. He was Managing Director of the Private Equity Market Group at Hambrecht & Quist, then integrated as co-head of the Private Fund Group during the Chase Manhattan acquisition. Paul has been involved in the investment banking industry for over 35 years and served 7 years, pro bono, as a Trustee and Commissioner of the City and County of San Francisco Employees' Retirement System, a $15 billion Public Pension plan. He served in the U.S. Navy as an officer and carrier based aviator from 1966 to 1970.

 

Kelly is responsible for research at Probitas Partners. Probitas Partners is a global provider of alternative investment solutions with an emphasis on private equity, opportunistic real estate and infrastructure. Prior to joining Probitas Partners he was Chief Operating Officer at Pacific Corporate Group where he oversaw the partnership investment program which oversaw more than $20 billion in capital dedicated to private equity globally. Before joining PCG, Kelly held various senior positions at First Interstate Bancorp, including management of a $170 million private equity portfolio and oversight of all financial derivative activity in the corporation.

 

 

 

Matt joined QIC’s investment team in 2012 and is responsible for sourcing and managing co-investments and fund investments. Prior to joining QIC, he was an Investment Officer within the Private Equity Group at CalSTRS where he focused on fund and co-investments. Previously, Matt was an Associate with UBS and Morgan Stanley. He received an MBA from the Graduate School of Management at UC Davis and a BA in Business Economics from UC Santa Barbara.

Don has been an investor in cybersecurity since 1998. He is currently on the Boards of IronNet Cybersecurity (www.ironnetcyber.com) and Qualys (NASDAQ: QLYS). In addition to his board work for Trident, Don is Co-Chairman of the Advisory Committee of the Princeton University School of Engineering and Applied Sciences and serves on the Advisory Board of the Harvard Kennedy School Center for Public Leadership. Don Dixon founded Trident Capital in 1993. Previously, from 1988 to 1993, Don was Co-President of Partech International, a private equity fund associated with Banque Paribas. Before Partech, he was a Managing Director of Alex. Brown & Sons. Earlier in his career, Don was a Vice President of Morgan Stanley & Co. and a Senior Account Officer at Citibank, N.A.

Chris is a Managing Director and member of the General Partner, having joined VIA in 2011. He is a member of the Firm’s Investment Committee and has responsibility for the management of relationships with the funds’ managers and its limited partners, as well as the identification and development of new relationships for the Firm. He represents VIA on eight advisory boards. He is head of the Firm’s Palo Alto office. Prior to joining VIA, he spent seven years co-heading the private equity program at The Investment Fund For Foundations (TIFF). In this role, he was responsible for over $1 billion in new capital commitments. Chris represented TIFF on over a dozen VC and LBO partnership advisory boards. Prior to joining TIFF, Chris worked on Princeton University's endowment team, where his duties included selection and evaluation of external managers, risk analysis, and asset allocation modeling. Previously, he was a strategy consultant at Monitor Company working with clients in the financial services, healthcare, and telecom sectors and as an analyst for Monitor’s principal investing activities. Chris authors a blog, www.SuperLP.com, which explores investment topic, including private equity.

Rich is a Managing Director of AlpInvest Partners, is a member of its Investment Committee and is head of AlpInvest’s North American Co-Investments team. Rich joined AlpInvest in 2004 and has 15 years of related investment experience. Prior to joining AlpInvest, Rich worked in the Investment Banking Division of Citigroup Global Markets and he received a BA in Economics, summa cum laude, from Boston College. He represents AlpInvest Partners on several portfolio company boards as well as fund advisory boards.

At StepStone, Mr. Elio is Co‐Head of the Middle Market Buyout and Distressed/Turnaround Sector Teams. Mike works closely with clients on constructing portfolios of global private equity funds, secondaries and co‐investments. Prior to StepStone, Mr. Elio was a Managing Director at ILPA, where he led ILPA’s programs around research, standards and industry strategic priorities. Prior to joining the ILPA he was a Partner and Managing Director at LP Capital Advisors and led the firm’s Boston office where he served as the lead consultant to North American and European institutional investors.

Co-founder and Managing Director of Weathergage Capital, Judith Elsea has more than 33 years of investment experience across multiple assets classes. As former CIO of the Ewing Marion Kauffman Foundation and co-­‐creator of the Kaufmann Fellows Program, she has deep, longstanding ties to the venture capital community. Judith graduated magna cum laude with a B.S. in business and international management from the University of Texas and has an M.B.A., with honors, from the University of Chicago.

Patrick Enright is a founder and Managing Director of Longitude Capital. He focuses on investments in biotechnology. From 2002 through 2006, Mr. Enright was a Managing Director of Pequot Ventures where he co-led the life sciences investment practice. Prior to Pequot, he was a Managing Member responsible for the Delta Opportunity Fund, where he invested in privately-held and publicly-traded biotechnology companies. Mr. Enright began his investment career at PaineWebber Development Corporation, a direct investment group focused primarily on biotechnology companies. Mr. Enright also has significant life sciences operations experience including senior executive positions at Valentis, Boehringer Mannheim Pharmaceuticals (now Hoffmann-La Roche) and Sandoz (now Novartis).

Chris Farmer, Founder & CEO of SignalFire, is a successful serial entrepreneur with extensive experience as a VC Partner, having run the seed fund at General Catalyst Partners. SignalFire is a redesign of the modern venture firm that brings unparalleled firepower at the seed stage to solve entrepreneurs’ biggest pain points. SignalFire uses a distributed network of leading experts to provide advice combined with cutting edge data infrastructure to help entrepreneurs with recruiting exceptional talent, business development & customer acquisition.

Lizzie Fisher Marshall is a Managing Director at Hall Capital Partners LLC. She is head of the Private Equity group focused on buyout, growth, distressed, credit, venture capital and other private equity strategies. She is also a member of the firm's Investment Review Committee. Ms. Marshall joined Hall Capital in 2007 initially focused on Private Equity strategies. She spent five years running the Real Assets group focused on real estate, energy, timber, agriculture and other hard assets, and recently returned to oversee Private Equity. Prior to joining the firm, she worked at Goldman Sachs in the Equities Division in London and the Investment Management Division in Chicago.

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. 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.

Mr. Froland is Chief Executive Officer of Performance Equity and a member of its Investment Committee. Prior to joining Performance Equity, Mr. Froland was the head of General Motors Investment Management (GMIMCo) Private Equity Group and a member of the General Motors Investment Management committee that makes private market investment decisions for the General Motors Investment Management Clients (the “PEIAC”). Prior to joining General Motors Investment Management in 1995, he was Managing Director of Investments for Stanford Management Company, which is responsible for the investment activities of Stanford University. During his eight years at Stanford, Mr. Froland was responsible for a variety of private market investment activities as well as managing an internal portfolio management team.

 

Philip Godfrey is a Partner of Bay Hills Capital, and member of the Firm’s Investment Committee.  Philip focuses on small buyout strategies and investing with new and emerging managers. Prior to joining Bay Hills, Philip was a Partner of Pathway Capital where he developed private equity investment programs for global institutions. Philip formerly held portfolio management roles at The Blackstone Group and Delaware Management Holdings.

 

David Golob is Chief Investment Officer at Francisco Partners, which he joined as a partner in 2001. Previously David worked as an equity analyst at Tiger Management, as a private equity investor at General Atlantic Partners, and as a management consultant at McKinsey & Company. He received an MBA from Stanford and an AB in Chemistry from Harvard, summa cum laude. David currently serves on the boards of directors of Micro Focus (LSE: MCRO), Barracuda Networks (NYSE: CUDA), and several privately held companies.

Gail Guerin is a marketing/fundraising and investor relations specialist with more than 25 years of experience. Prior to founding The Guerin Group and co-founding Talamore Group, Ms. Guerin was a Senior Partner, Marketing for Baring Private Equity Partners. Prior to that, Ms. Guerin was Director of Marketing and Client Service for Hamilton Lane. The Guerin Group works with both new and established general partners in the areas of fund formation, positioning, marketing, fundraising, and investor relations.

Mr. Hargraves is responsible for primary private equity strategy and industry research, manager sourcing and due diligence, manager selection and portfolio construction, and monitoring of small company fund managers. Prior to joining Private Advisors, Mr. Hargraves was a Partner at Rho Fund Investors and prior to that he led the development of the National Bank of Kuwait’s private equity activities in New York. Mr. Hargraves began his private equity career at GCC Investments in Boston, working on growth investments in the United States and Western Europe.

Jim Healy, MD, PhD, has over 20 years of experience in biomedical research, development and finance. Dr. Healy joined Sofinnova in 2000 as a General Partner, and specializes in funding private and publicly traded biopharmaceutical companies. In 2011 Jim won the IBF Risk Master Innovator Award and was named as one of the industry’s top life science investors in 2013 by Forbes Magazine.

Peter is Co-Founder and Managing Partner of Lux Capital, a $700 million venture capital firm based in New York and Silicon Valley. Peter began his career at Lehman Brothers, where he worked in the Firm's top-ranked Equity Research group. In 2000, he co-founded Lux Capital. In 2003, Peter led the spin-off of Lux Research. As founding CEO, he helped build Lux Research into the leading emerging technology research firm. Peter launched the publicly-listed Lux Nanotech Index (AMEX: LUXNI) and the PowerShares Lux Nanotech Portfolio (NYSE: PXN).

Chris Heller is a Partner and Co-Founder of Cordillera Investment Partners. Cordillera was founded in 2014 to focus exclusively on “Innovative Alternative” investing. Prior to founding Cordillera, Chris was a Partner at Makena Capital where he was the Portfolio Manager of Makena’s liquid endowment funds, and was also a senior investment professional responsible for Makena’s Absolute Return portfolio. Prior to Makena, Chris worked at Stanford Management Company and prior thereto, at Merrill Lynch in investment banking and debt capital markets.

Kirk Hourdajian advises TPG's portfolio companies on a wide range of sustainability and value creation initiatives and is based in San Francisco, CA. Prior to TPG, Kirk was a director in PwC’s Sustainable Business Solutions practice, and co-led the firm’s work on sustainability strategy in the private equity sector resulting in cost reduction, revenue growth, and risk mitigation for portfolio companies and investors. Prior to PwC, Kirk worked at Environmental Defense Fund (EDF) where he supported KKR’s Green Portfolio Program and The Carlyle Group’s sustainability program. Prior to EDF, as a chemical engineer at United Technologies (UTC), Kirk’s team designed Nissan’s first hydrogen fuel cell vehicle fleet.

Carol Jeppesen joined the UN PRI in September 2015 as the Senior US Network Manager. She was appointed to build and sustain a strong presence for the PRI with asset owners and institutional investors in the US marketplace. She has more than 15 years of experience in financial services across investment banking, private equity and asset management with firms including Merrill Lynch and Goldman Sachs.

Gregg joined Investec and the fund finance team in January 2010. Gregg runs the team based in the USA. Gregg graduated from Nottingham University with a BA (Hons) in Economics and Philosophy.

 

Michele G. Kinner joined Quilvest in 2005 as Partner in charge of all Quilvest private equity fund investments in the US. She also assists with fund investing in Europe and Latin America and is a member of the Investment Committees for developed and emerging markets fund programs. She has over 30 years of private equity and banking experience, including 3 years with Royal Bank of Canada and over 22 years with JPMorgan Chase and its predecessors.

Matthew Krensky is a Partner and a member of the Investment Committee. Prior to joining Regis, Mr. Krensky was responsible for constructing and implementing investment portfolio, wealth and estate planning strategies for ultra-high net worth families, foundations and endowments at JPMorgan Private Bank.

Greg has over 25 years’ investment management experience. He has led the formation of 3 fund groups and has been responsible for over $10 billion in private capital raisings. Prior to forming Alcazar in 2009, Greg spent over a decade at WL Ross & Co. as a Managing Director, leading the firm’s Fundraising and Investor Relations team and built a client base that included some of the most respected investors across the globe.

Lisa Lee has been an IR / fundraising professional for over twelve years and has worked with North American, European and Asian investors on their alternative investments. Lisa is with Providence Equity, where she is a Managing Director based in New York. Previously, she was with CVC where she spent over five years heading their North American IR effort. Before CVC, she was a senior fundraiser for Merrill Lynch’s PE Funds Group based in London where she held responsibilities in both origination and distribution for PE, infrastructure, RE and HFs. Prior to working in London, Lisa was an investment banker in Merrill Lynch’s M&A Group in NY and a management consultant at A.T. Kearney in North America and Asia.

Mr. Lehman currently serves as Managing Director of Kendall Investments and Kendall Sustainable Infrastructure. He has been with Kendall Investments since its inception in 2004. Mr. Lehman’s work includes deal sourcing, due diligence, negotiation and ongoing asset management. Prior to Kendall, Mr. Lehman’s work includes experience at private equity management company BDC Financial, Inc. and at the law firm of Skadden, Arps, Slate, Meagher & Flom, LLP. Mr. Lehman’s experience includes work as an attorney, an investor and an asset manager.

Ben Levin founded Level Equity and is a partner and the co-CEO of Level Equity Management, LLC. Level Equity makes minority and control investments in growing technology businesses, managing $450 million. Ben has 17 years of direct private equity investment experience and has been an investor in 25 software media, internet, and services companies since 1997. He is a frequent speaker on topics including the evolution of growth equity and relative returns across the private equity asset class. Prior to founding Level Equity, Ben was a Managing Director at Insight Venture Partners. He began his private equity career with Mentmore Holdings, the private investment arm of a New York-based family office, where he sourced and executed middle market growth buyouts.

Ms. Lodge, Managing Director, Head of Secondaries, joined Commonfund Capital in 2013 to focus on secondaries. Prior to joining Commonfund Capital, Ms. Lodge was a Director at Tulane University’s Investment Management Office. Prior to Tulane, she was a Director at Credit Suisse Strategic Partners, Credit Suisse’s dedicated secondary private equity fund. She was a member of the investment committee, co-managed the $750 million aged primary program, and closed over 115 secondary transactions and co-investments.

Marc Lohser is a Managing Director and responsible for U.S. primary fund investments and co-investments as well as the valuation and execution of secondaries globally. Prior to joining HQ Capital, Mr. Lohser was responsible for private equity investments at Corsair Capital Partners. Previously, he was a member of the Financial Institutions Group at JP Morgan Chase. He represents HQ Capital for multiple Advisory Boards including Spire, Gores and Sun Capital.

Susan is a member of the Partnership Board and also leads Pantheon’s North American primary fund investment activity. Susan is a member of the International Investment Committee, the US Regional Investment Committee and the Global Infrastructure Committee. Prior to joining Pantheon, she was a principal at Capital Z Partners in Asia, where she was responsible for executing investments in private equity funds and in fund management companies. In addition, Susan was a director at Russell Investments from 1995 to 1998 in their private equity group.

At Moreland Svetlana manages one of the investment portfolios and is involved in every aspect of investment management.  She serves on advisory committees of several funds and represents Moreland at select industry groups and associations.

 

Saguna is a Partner within the Primary Investment Team. She specializes in buyout and venture fund investments, and manages General Partner relationships within these sectors. Prior to her current role, Saguna was Managing Director, Private Equity, for Stanford Management Company (SMC),

 

Mr. Mansbridge is the founding Partner of Bay Hills Capital and a member of the firm’s investment committee. Lance serves on the Advisory Committee of several private equity funds. Lance has over 14 years of private equity experience including fund investing, limited partner advisory services and secondary acquisitions.  Prior to founding Bay Hills Capital, Lance was a Vice President and Senior Private Equity Consultant with Strategic Investment Solutions, Inc. where he had lead private equity responsibility for numerous clients including corporate and public pension plans, university endowments, trusts and high net worth families. Previously, Lance was a Senior Accountant with PricewaterhouseCoopers and Deloitte and Touche.

Mike Maples Jr has been on the Forbes Midas List since 2010 and was also named one of "8 Rising Stars" by FORTUNE Magazine. Before becoming a full-time investor, Mike was involved as a founder and operating executive at back‐to-back startup IPOs, including Tivoli Systems (IPO TIVS, acquired by IBM) and Motive (IPO MOTV, acquired by Alcatel‐Lucent.) Some of Mike's investments include Twitter, Twitch.tv, ngmoco, Weebly, Chegg, Bazaarvoice, Spiceworks, Okta, and Demandforce. Mike is known for coining the term "Thunder Lizards," which is a metaphor derived from Godzilla that describes the tiny number of truly exceptional companies that are wildly disruptive capitalist mutations. Mike likes to think of himself as a hunter of the "atomic eggs" that beget these companies.

 

Mr. Marden is a recognized leader in the information services, media and publishing industries, with experience balanced between senior operating and financial roles. He has over 19 years of leadership experience in private equity and financial services - before forming CIP Capital in 2010, he led the investment activities in the information, media and services sectors at DLJ Merchant Banking Partners, and had previously led the TMT investment banking practices at Bear Stearns and Bankers Trust. He also served as President of the Information and Media segment of McGraw-Hill, President of Marvel Entertainment, and CEO of Philips Media.

Joncarlo R. Mark is the founder of Upwelling Capital Group LLC, a registered investment adviser that provides advisory and capital solutions to institutional private equity investors. Prior to forming Upwelling in 2011, Mr. Mark was a Senior Portfolio Manager in the Alternative Investment Management (AIM) Program at the California Public Employees Retirement System (CalPERS), where he was a part of the senior leadership team responsible for investing in global private equity partnerships and direct investments, with a portfolio that exceeded $48 billion of exposure. In addition, from 2007 to 2010, Mr. Mark served as chairman of the board for the Institutional Limited Partners Association (ILPA), whose 250 member institutions at the time managed more than $1 trillion of private equity capital.

Kevin McDowell is a Senior Principal of the Alberta Teachers' Retirement Fund Board (ATRF), an independent corporation that administers the pension plans for teachers in the province of Alberta, Canada. Kevin is responsible for the external fund portion of the ATRF private equity program. Kevin joined ATRF in 2014. Prior to joining ATRF, Kevin was a Senior Principal at Alberta Investment Management Corporation (AIMCo). He worked at AIMCo for 14 years, most recently in the private equity team for over 8 years and prior to that with the external public equity team for over 5 years.

Ryan Miller is a Consultant and the head of Malk Sustainability Partners’ transactional advisory practice. In his time at MSP he has advised on over $1 billion in equity commitments and built ESG programs for funds representing $25 billion in AUM.

Dennis Montz is Senior Vice President - Director of Private Investments, Sentinel Trust Company, a Houston-based multifamily office specializing in complex, multi-generational, customized planning, investing and fiduciary services.  Mr. Montz sources, conducts due diligence, manages and monitors five proprietary private equity funds of funds covering venture capital, corporate finance, and real estate. Previously, Dennis reviewed AIG New York’s direct and funds of funds investments.  Mr. Montz served as an investment officer for Global Partner Ventures, investing in defense conversion in Russia.

 

Hollie Moore Haynes is the founder and Managing Partner of Luminate Capital Partners and is based in San Francisco, CA. Hollie has been a private equity investor focused on technology investing for most of her career. Prior to founding Luminate Capital Partners, Hollie spent almost 15 years at Silver Lake, the leading global investor in technology private equity. She joined in 1999 prior to Silver Lake’s first investment. She was part of the team that invested Silver Lake’s first two large-cap private equity funds, Silver Lake Partners I and II. In 2007, she co-founded Silver Lake Sumeru to create a Silver Lake investment strategy focused on mid-market companies. She has played a leadership role in investments in Blackline Systems, i2, Influence Health, Opera Solutions, and Talend. She remains on the investment committee of Silver Lake Sumeru and on the boards of a number of companies. Prior to Silver Lake, she worked in private equity at Hellman & Friedman and in investment banking at Morgan Stanley & Co.

Frank has worked with Coller Capital since 1991 first as an external adviser and later joining to establish the firm’s NY office in 2003. Prior thereto he was a partner at several major law firms and General Counsel of a closed-end investment company.

Leopold Peavy joined Preqin in 2012 and is now Head of Investor Products. He is responsible for the commercial elements of Preqin’s investor-focused suite of products (including Preqin Investor Network), Preqin’s investor-focused publications and research reports, developing and promoting investor-focused products and managing various other strategic initiatives. Preqin Investor Network, a complimentary service for all accredited investors, provides vital information on fund returns, manager track records and detailed fund manager and placement agent contacts for all private equity, real estate, infrastructure and hedge funds in market. This service is currently used by more than 7,100 investors across 3,800 institutions around the world.

Scott Potter is the Managing Partner of San Francisco Equity Partners (SFEP), a private equity firm focused exclusively on consumer growth companies.  Scott currently serves as Chairman of Yes To and ICU Eyewear, and serves on the board of directors of Japonesque, Kitsbow, and Capo Cycling. Scott previously served on the boards of directors of Method Products, the Artful Home and Rave Motion Pictures. Prior to founding SFEP, Scott oversaw the U.S. private equity portfolio for a large European family office and held senior operating roles (including CEO) at two private equity-backed consumer growth companies. Scott began his career as a corporate finance attorney at Silicon Valley law firm Venture Law Group.

 

 

Gerhard Pries is founder and CEO of Sarona Asset Management Inc., formerly MEDA Investments Inc., a firm that invests in private companies across frontier and emerging markets. Sarona manages both direct investment funds and funds-of-funds for family and institutional investors, seeking strong financial returns for its investors, while promoting ethical, social and environmental values. In over 20 years of frontier market investing, Mr. Pries has been a founder of a number of private investment firms, including Sarona and MicroVest Capital Management.  Mr. Pries started his career at PricewaterhouseCoopers, with formative experiences in international development finance and work with Mother Teresa.

Gautham Radhakrishnan joined the Tata Opportunities Fund in 2013 from Actis in Mumbai and was previously with Warburg Pincus in London from 2001. His investing and board level experience covers multiple industries, from venture to buyout both in Europe and India. Gautham represents the Tata Opportunities Fund on the Board of Shriram Properties, a leading mid-market housing development company.

Prior to working in private equity, Gautham worked at JP Morgan in London in Fixed Income and Mergers and Acquisitions. He has also worked at the BBC, Cricinfo, and at CERN in Geneva, Switzerland.

Brian Rich co-founded NYC-based growth equity firm Catalyst Investors in 1999. The firm is investing its fourth fund and is focused on technology-enabled businesses. Brian is responsible for the general management and investment policy of Catalyst Investors; he monitors all of the firm's investment opportunities and provides counsel for all portfolio companies. A veteran investor, he has more than 20 years of experience in the business services, technology and wireless sectors. Brian has served on numerous boards at Catalyst and predecessor funds and is currently on the board of directors of the National Venture Capital Association.

Jay Ripley joined Global Endowment Management in 2014. Jay oversees private equity and venture capital investing for the firm.  Prior to joining, he was a Vice President at Stone Point Capital.

 

Casey Simmons covers Adveq's investment activity in the technology and technology enabled services sectors for the Adveq Technology program. Prior to joining Adveq in 2012, Casey was a Vice President in the Mobile Alliances Group at MasterCard in New York where he focused on investments, acquisitions and partnerships in the mobile payments sector. He has also worked for three years as an Associate at HarbourVest Partners in Boston making growth equity and buyouts investments in the technology, media and telecom sectors. In addition, he was an Investment Banker at Jefferies Broadview in New York and held various operating roles in engineering and international business development at Lockheed Martin in New Jersey.

 

David Smolen is the General Counsel & Chief Compliance Officer of GI Partners. Prior to joining GI Partners, Mr. Smolen was Senior Counsel & Chief Compliance Officer at Silver Lake. Prior to Silver Lake, he was the General Counsel, CFO & COO of Fort Mason Capital, a hedge fund specializing in growth capital investments. Earlier in his career, Mr. Smolen co-founded a venture investing firm focused on Latin America, practiced corporate law at Sullivan & Cromwell in New York, clerked for the Honorable Richard F. Suhrheinrich on the United States Court of Appeals for the Sixth Circuit, and served as a Peace Corps Volunteer in the Dominican Republic.

Jim joined HKW in August 1999, after serving two years as Vice President of Browning Investments, Inc., an Indianapolis-based real estate development firm. In the previous seven years, Jim served as special counsel to Indianapolis Mayor Stephen Goldsmith and directed the financial affairs of the city from that position.

Peter Spasov is a Partner and member of the Executive Committee and Investment Committees of Marlin Equity Partners, an operations-focused private equity firm with over $3.0 billion of capital under management. Mr. Spasov has over 15 years of broad-based investment and private equity experience and prior to joining Marlin in 2005, he was at Northrop Grumman in the Investment and Trust Department, which manages over $35 billion in assets.

Jamey is a senior member of Cambridge Associate’s Co-Investment practice. He serves as a private investments specialist in the firm’s private client practice, advises a variety of clients on co-investment opportunities, and contributes to the firm’s private investments research. Prior to joining Cambridge Associates, Jamey was an investment consultant to Kayne Anderson Capital Advisors, where he served in a senior operating role with one of its portfolio companies. Previously, Jamey has served as one of the co-founders of Fort Point Capital, a Principal at Morgan Creek Capital Management, a Vice President at The Riverside Company, and an Investment Banking Analyst at J.P. Morgan.

 

David Tausheck is Vice President of Compliance & Risk Management at Genstar Capital, a San Francisco-based private equity firm that invests in leading middle-market companies. David is responsible for the development and implementation of the firm’s Environmental, Social and Governance (ESG) policy. He has worked in both the finance and environmental policy sectors.

 

Simon has three decades of private equity experience, and has focused on the GP/LP interface for over 20 years. He founded PEARonline in 2006 to provide the investor communications tools that he wanted to make his job easier in his previous roles as a GP with BC Partners, where he was a partner responsible for fundraising and investor relations, and as an LP with Landmark Partners.

Garth Timoll is a Managing Director of Top Tier Capital Partners, where he focuses on the firm’s secondary and co-investment efforts, and also covers primary fund investments and monitoring. He currently serves on the advisory committees for nine venture capital funds and is on the board of two portfolio companies. Previously, Mr. Timoll was a Vice President at Portfolio Advisors, where he focused on primary investments in venture capital, leveraged buyout, and special situation funds and served as a supporting member of the firm’s investment committee. Prior to Portfolio Advisors, he was at Fairview Capital Partners, a Connecticut-based fund of funds.

Louis Trincano, since 2011, advises Access Capital Partners ,where he is in charge of fundraising and business development for North America. He has over 15 years of private equity experience including with JP Morgan and 3i, first as an investment professional and then as a fundraiser. Access Capital Partners, with over €6 billion of assets under management is since its inception in 1999, a leading independent specialist of European small and mid-cap buyouts with 55 professionals operating from 5 offices in Europe.

Ethan is the head of the Adveq Opportunity program and leads Adveq's US buyout & turnaround investment activities across primary funds, secondaries, and co-investments. Before joining Adveq in 2010, Ethan worked on the turnaround of Vertis Communications, a distressed private equity portfolio company of Avenue Capital. From 2008 to 2009, Ethan was an associate at Linley Capital, a New York-based private equity firm focused on middle market buyouts. Ethan was also a manager of finance at Viacom, Inc. from 2004 to 2006. He completed the investment banking analyst program at Bank of America Securities in New York from 2001 to 2003 where he provided financial and advisory services to companies and financial sponsors in the retail and consumer industries

David is a founding partner of W Capital Partners. The firm manages $2 billion in capital as a leader in providing investors with shareholder liquidity. Investments include Ancestry.com, Blackboard, DemandMedia, First Data, FreshDirect, GreenDot, MindBody and Opentable, among others. David is often cited and has spoken around the world regarding the growing direct secondary market. Prior to founding W Capital, he was an investment banker for 15 years.

Mr. Ward joined the Virginia Tech Foundation in April 2008 where he serves as its Director of Investments.  He leads all aspects of managing the Foundation’s portfolio including manager and investment selection and setting asset allocation policy.  Almost 50% of the portfolio is invested internationally including a mix of niche and direct investments.  The Virginia Tech endowment performance ranks in the top 20% of its peers for the 3, 5 and 10yrs ending June 2015 and was honored by Institutional Investor as the top mid-sized endowment of 2011.  The Foundation currently oversees approximately $1.5Billion in operating funds and long-term endowment funds which support Virginia Tech University. Prior to joining Virginia Tech he was the director of research for Integritas Advisors, a family office, from July 2004 – April 2008. 

Michael Weinmann joined CRG in 2009 and has 15 years of capital markets and investing experience. Mr. Weinmann is a member of CRG’s investment committee and opened the firm’s New York office. Previously, he worked as an Executive Director in Morgan Stanley’s Global Capital Markets division, specializing in structured debt financings and intellectual property monetizations. Mr. Weinmann was a co-developer of the Pharmaceutical Royalty Monetization Asset (Royalty Bond) product and sourced, structured and marketed the industry’s first 14 Royalty Bond transactions. Prior to joining CRG, Mr. Weinmann was responsible for $3.3 billion of healthcare royalty monetizations, including 14 Royalty Bonds and 3 Traditional Royalty Purchases. He joined Morgan Stanley in 1999 and had a leading role in the structuring of debt financings involving pharmaceutical royalties, infrastructure assets, aircraft, rolling stock, ships, power generation facilities, and real estate.

Stephen Wesson is Managing Director and head of HQ Capital’s global private equity activities. He has 22 years of financial experience with the last 18 years at HQ Capital. Mr. Wesson is the chair of the firm’s Investment Committee and represents HQ Capital for the advisory boards of several private equity partnerships, including Bain Capital and Catterton. Previously, he worked in the Investment Services Group at Donaldson, Lufkin & Jenrette Securities Corporation.

David Yuan joined TCV in 2005 and focuses on software, internet, and information services. David currently serves on the boards of Act-On, AppNexus, Merkle, Sitecore, and Siteminder.com and his other active investments include Facebook (NASDAQ: FB), Rover.com, and OSIsoft. David is also an advisor to Pinterest. David's prior board directorships and investments include ExactTarget (NYSE: ET, acquired by Salesforce.com), Seismic Micro Technology (acquired by IHS), RenRen (NYSE: RENN), Splunk (NASDAQ: SPLK) and Tinyprints (acquired by SFLY).

 

The TerraCotta Group is an investment firm specializing in small-balance CRE credit strategies. Tingting oversees TerraCotta’s investments and manages portfolio risk. Prior, Tingting was a senior researcher for Eurasia Group, and conducted political and economic risk analyses for large financial institutions and the U.S. government. Tingting co-founded and is co-chair of Special Assets Management Association, an association dedicated to banking executives in special assets management.

 

Nan is a Senior Vice President in CDIB Capital's US office. She focuses on sourcing, underwriting and managing special situation investments, co-investment opportunities and fund investments. Prior to CDIB Capital, Nan was a senior member of the Private Equity team at the Special Situations Group of Goldman, Sachs & Co. in New York, where she focused on the technology, media, and consumer retail verticals. Prior to Goldman Sachs, she was a Principal at INVESCO Private Capital, where she led late stage venture capital deals. Nan also worked as an analyst within Goldman Sachs’ fixed income derivatives division.

Ms. Zouloumian focuses on leading Ares’ ESG efforts. Previously, she served as a senior consultant for various companies and was the COO/CFO of Toms Shoes after having spent many years as an investment professional with Colony Capital and TCW/Crescent Mezzanine (currently, Crescent Capital Group). She began her career as a corporate attorney at Skadden, Arps.

Mr. Kruse is a Managing Director and co-portfolio manager within the Global Principal Group. He is responsible for sourcing, analyzing, and executing transactions and monitoring portfolio companies in the industrials sector. Prior to joining Oaktree in 2001, Mr. Kruse was an attorney at the law firm of Kirkland & Ellis where his practice focused on mergers and acquisitions, corporate finance and private equity. He currently serves as a member of the board of directors of Cyanco, Isola, Fu Sheng, Dayton Superior and Tecta.

Muhammad Mian is a member of the BlackRock Private Equity Partners (PEP) group within BlackRock Alternative Investors. He is responsible for performing due diligence on and monitoring private equity investments. Prior to joining BlackRock in 2010, Mr. Mian spent two and a half years with Salesforce.com, including one year as a manager of Marketing Strategy and one-and-a-half years as a senior financial analyst on the Corporate Financial Planning & Analysis team. From 2004 to 2005, Mr. Mian was financial analyst at TiVo. He began his career in 2002 as an analyst in the Private Equity Partners group at Merrill Lynch Investment Managers.