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

February 1-3, 2016

Four Seasons Hotel San Francisco

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.


Sandra is responsible for jointly managing the Private Markets Group and oversees OPSEU Pension Trust’s (OPTrust) global private equity program.  OPTrust has assets of $17.5 billion and manages one of Canada’s largest pension funds and administers the OPSEU Pension Plan, a defined benefit plan with more than 86,000 members and retirees.  OPTrust Private Market Group’s private equity program includes funds commitments, co-investments and direct investments into companies around the world, focusing on middle market buyout and growth capital opportunities, as well as opportunistic credit situations. 


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.

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.

Jay is responsible for the sourcing and diligence of primaries, secondaries and direct co-investments, and serves as an advisory committee member for a number of US and Asian private equity partnerships. Prior to joining PEP in 2001, he was a principal investment officer with Merrill Lynch’s Direct Investment Group focused on direct PE investing in the emerging markets, after starting his career in Merrill Lynch’s Mergers and Acquisitions department.

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.

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.

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.

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.

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.

Brendan Carroll is a co-founder and senior partner of VPC. He is responsible for sourcing, evaluating and executing private debt and equity investments. He also manages co-investments, fundraising and investor relations. Mr. Carroll has held previous positions at Magnetar Capital, William Blair and Company and Robertson Stephens. He has also worked for former U.S. Senator Joseph Lieberman (I- CT).

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.

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.


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.




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.

3. 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.

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.

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.

Trey is responsible for sourcing and analyzing venture capital fund and direct investment opportunities in the U.S., Europe and Asia. Trey also is responsible for fundraising activities and portfolio management. Prior to joining Northern Trust, Trey was a Vice President at Greenspring Associates, a $3.0 billion global venture capital fund-of-funds based in Baltimore, Maryland. Prior to Greenspring Associates, Trey was as an Associate at Kirkland & Ellis LLP in the international law firm's private equity practice, where he worked with private equity firms in a fund-formation capacity.

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.

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.

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.

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.

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.

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.

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.

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.

Brian Rich co-founded NYC-based growth equity firm Catalyst Investors in 2000 and focuses on technology-enabled services including internet and mobile services, cloud computing and digital media. As Managing Partner, Brian is responsible for Catalyst’s investment policy and overseeing the entire portfolio. Catalyst is currently investing its fourth fund. A veteran investor, Brian has more than 20 years of experience investing in growth companies. He has served on numerous boards at Catalyst and predecessor funds and is currently on the board of the National Venture Capital Association (NVCA).

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.

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.


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 Vogelhut covers Adveq’s investment activity in the buyout and distressed segments in the US. 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.

Steven Yang is the Head of the Adveq Technology program and in charge of Adveq’s investments in the US technology space from seed/early stage venture to buyout strategies. As part of Adveq’s global benchmarking practice he is also involved in Adveq’s Asian venture investments. Before joining Adveq in 2007, Steven was as a portfolio manager at Beagle Limited, a New York based family office, where he managed a diversified portfolio of private equity partnerships, hedge funds, and direct investments in early stage technology companies. From 1997 to 2000 Steven worked for Welch Capital Partners as an analyst focusing on investments in enterprise hardware/software and telecom equipment/services.

Christian Zabbal has been the Managing Partner, Canada, since early 2009. In preceding years, he was a partner at ghSmart, a management consulting firm specialized in talent assessment and development for the private equity industry. At ghSmart, Christian grew and managed several offices for the firm. Prior to his employment at ghSmart, Christian was a Junior Partner at McKinsey & company, widely recognized as one of the world`s leading management consulting firms. He was a leader in the media practice and worked in the company’s Amsterdam and Montreal offices.


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.


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.