New York Forum

Rahul is Head of Finance at Lindsay Goldberg. Previously, Rahul was Chief Financial Officer at CIFC Asset Management. Earlier in his career, he was Co-Head of Finance for Private Equity at The Blackstone Group. Rahul is a CFA Charterholder, Certified Public Accountant and Associate Chartered Accountant.

Jen Banzaca is the senior reporter of Private Funds CFO based in New York. She joined the publication in December 2021, covering back-office and operational issues for private funds. Prior to joining PFCFO, Jennifer covered legal, regulatory and compliance issues for hedge fund managers for 12 years.

Blake Bennett is a Partner, Chief Financial Officer and Chief Compliance Officer of Revelstoke Capital Partners. Prior to joining Revelstoke, Mr. Bennett was the Fund Accounting Manager of KSL Capital Partners, a Denver-based private equity firm where he was responsible for fund accounting, performance reporting and system implementations. Prior to KSL, Mr. Bennett was a Controller at Pershing Square Capital Management in New York for five years. Mr. Bennett began his career in public accounting with PricewaterhouseCoopers before moving to Goldman Sachs where he worked for two years in their third-party fund administration group. Mr. Bennett holds a B.S. in Finance and M.S in Accountancy from Wake Forest University and is a Certified Public Accountant.

Revelstoke is a private equity firm formed by experienced investors who focus on building industry-leading companies in the healthcare and related health and wellness sectors. Revelstoke partners with entrepreneurs and management teams to execute a disciplined organic and acquisition growth strategy as it strives to build exceptional companies. Revelstoke is based in Denver, Colorado and has approximately $5.3 billion of assets under management. Since the Firm’s inception in 2013, Revelstoke has completed 196 acquisitions, which include 30 platform companies and 166 add-on acquisitions.

Zak Bentley is Americas editor at Infrastructure Investor, based in New York. Zak joined Infrastructure Investor in London in 2016 from Centaur where he was a reporter at their Clean Energy Pipeline title. He now leads Infrastructure Investor’s coverage across the Americas region and has a detailed knowledge and experience of the financial and regulatory aspects of the global infrastructure market. He is also editor of Infrastructure Investor’s weekly newsletter The Pipeline. Zak has a degree in English and History from the University of Birmingham.

A journalist who writes about venture capital-backed investments in climate tech, AI and robotics, biotech and life sciences and other sectors. Previously, he has written extensively about corporate governance, shareholder activism, human capital and other sustainable business practices, and the impact of regulation and public policy on business investment. He has also written about society, arts & culture.

Adam is a Partner and the Chief Financial Officer of Flare Capital Partners, responsible for finance, operations, strategy, and administration. His career in venture started over 20 years ago at Advanced Technology Ventures (ATV), where he spent 14 years, including 9 years as CFO. He was also the founding CFO of Lightstone Ventures, an early-stage life sciences venture capital fund formed by the life sciences teams from ATV and Morgenthaler. In these roles, Adam oversaw financial management, human resources, and operations. Before his venture capital career, Adam worked in investment banking at Donaldson, Lufkin & Jenrette and Credit Suisse First Boston, focusing on M&A transactions with financial sponsors and business development. Adam holds a BA in economics from Fairfield University and an MBA in Finance from Boston College’s Carroll School of Management.

Founded in 2013, Flare Capital Partners is the leading healthcare venture capital firm advancing innovation-driven companies to improve positive health outcomes, broaden care access, and lower healthcare costs. We partner with exceptional founders solving healthcare’s hardest challenges, supporting each with our deep sector expertise, unparalleled industry resources, and proven access to commercial opportunities. Our team of established investors and senior operating executives has invested in over 70 companies across our three active funds.

Drew is a Managing Director and the Chief Accounting Officer for the firm, where he is responsible for financial reporting, accounting and internal controls.

Prior to joining Hamilton Lane in 2017, Drew was a Senior Manager at Deloitte & Touche LLP in the Audit & Assurance practice. Drew’s prior experience includes mergers and acquisitions, initial public offerings, the accounting and reporting requirements of public companies, and technical accounting issues in areas such as business combinations, consolidations and revenue recognition.

Drew received a B.S. in Accounting from Saint Joseph’s University. He is a Certified Public Accountant and a member of the American and Pennsylvania Institutes of Certified Public Accountants (AICPA and PICPA).

Jenn is the Chief Operating Officer at Cornell Capital and has 25 years of experience across multiple alternative investment asset classes. Prior to joining the firm in 2022, Jenn served as the General Counsel and Chief Compliance Officer of SK Capital Partners. Prior to that, Jenn served as General Counsel of Almanac Realty Investors, the private real estate investment division of Neuberger Berman. Before joining Almanac, Jenn served in senior legal and compliance positions at Morgan Stanley and Deutsche Bank, focusing on private equity, real estate and various strategic initiatives. Jenn began her legal career at Sullivan & Cromwell.

Education:
Trinity College
Brooklyn Law School

Cornell Capital is a U.S.-based private investment firm with approximately $6 billion of AUM and offices in New York and Hong Kong. Leveraging decades of global investment experience, the firm takes a disciplined approach to investing across the consumer, financial services, and industrials/business services sectors, often in companies that can benefit from the firm’s Asia presence and cross-border expertise. Founded in 2013 by Senior Partner Henry Cornell, the former Vice Chairman of Goldman Sachs’ Merchant Banking Division, the firm is led by a highly seasoned team with decades of shared investment experience. We take a value-driven, partnership oriented approach to investing, targeting companies with significant potential to unlock growth through our industry, geographic and value-creation expertise.

Aaron Chan is Chief Financial Officer of Enlightened Hospitality Investments (EHI), a value-added strategic growth equity fund co-founded by Danny Meyer and affiliated with Union Square Hospitality Group. At EHI, Aaron leads the firm’s finance, compliance, and investor relations functions. Prior to joining EHI, Aaron was the interim Chief Financial Officer at Advent Global Opportunities, an affiliate of Advent International. At Advent, Aaron led the finance team of a global crossover fund that pursues a public and private equity investing strategy. Prior to Advent, he was Partner and Chief Financial Officer at Act II Capital, a global TMT sector focused long/short equity hedge fund based in New York City. At Act II, Aaron assumed broad leadership responsibilities for their flagship fund and helped launched their UCITS product and institutional managed accounts.

Aaron received his Bachelor of Accounting with Honors from Nanyang Technological University in Singapore and is a Certified Public Accountant.

Enlightened Hospitality Investments (EHI) is a strategic growth equity fund co-founded by Danny Meyer (founder and chairman of Shake Shack) and affiliated with Union Square Hospitality Group (USHG). EHI is focused on investing in high-growth, category-leading companies in scalable restaurant concepts, B2B/B2C hospitality technologies, CPG products, and consumer services. At EHI, we emphasize cultural alignment and strive to partner with diverse management teams committed to building inclusive company cultures. We firmly believe that a strong partnership built on shared values and visions is essential for long-term success.

Ayanna Clunis is a Partner and Head of Operations at TPG based in Fort Worth, Texas. Prior to joining TPG, Ayanna was with J.P. Morgan where she most recently served as a Managing Director and Head of Markets Operations Transformation and Securities Operations within the Corporate and Investment Banking Division. She brings more than 20 years of experience in financial services, including at Bank of America, Goldman Sachs, and Citi, where she led complex organizational change and implemented innovative technical solutions to enable efficiency and scale. Ayanna earned her MBA from Fuqua School of Business at Duke University, and a BS in Chemical Engineering from Cornell University. She currently serves on the Board of First Candle and Duke University Alumni Council and is Board Chair of Measures for Justice.
https://www.tpg.com/about-us/who-we-are/#ayanna-clunis

Samuel Cohn is responsible for managing the financial operations for the credit and venture funds, and assists in this area across the firm. Sam joined Perceptive in 2016 from Fortress Investment Group where he was a Senior Accountant working on the Fortress Credit Opportunities Funds. Prior to that, he was an associate at Deloitte LLP focused on the audits of private equity funds. Sam received a BA from Fairleigh Dickinson University, an MBA from Rutgers Business School and is a licensed Certified Public Accountant in the State of New York.

As Head of Global Finance & Operations, Larry directs Flourish Ventures’ investment process, finance, portfolio management, technology, and facilities. Since the launch of the firm’s evergreen fund in 2019, he has built Flourish’s finance and operations structure from the ground up, recruiting a world-class team and supporting a growing portfolio of more than 70 companies.

Larry’s vision for a digital-first finance infrastructure enabled the Flourish team and its portfolio companies across six continents to seamlessly rise to new challenges in the COVID-19 environment. Under his leadership, operations became the nucleus of Flourish’s global network uniquely positioning the company to meet unprecedented economic turbulence, while maintaining the highest standards of compliance.

Larry brings a deep background in technology, operations, and venture capital to Flourish. Previously, he managed equity investments and M&A strategy for Intel Capital. As an investment advisor and board member, Larry has worked with numerous portfolio companies spanning multiple stages, verticals, and business models. He has an MBA degree from Case Western Reserve University.

Flourish Ventures is a leading early-stage venture capital firm investing in entrepreneurs whose innovations advance financial health and prosperity for individuals and small businesses. With $500M under management, Flourish deploys patient capital with a long-term perspective, partnering with fintech entrepreneurs as well as industry thought leaders in research, and policy to help foster a fair, more inclusive economy. Flourish has invested in more than 70 fintech startups that share this vision including
Alloy, ApnaKlub, Chime, Fair Money, Flutterwave, GrabFinancial, Heru, Hummingbird, Kin Insurance, M2P, Neon, ShopUp and ZestMoney, among other high-growth companies www.flourishventures.com

William Engels is chief financial officer for ATP. Before joining ATP, Bill was chief financial officer and chief compliance officer of Cohesive Capital Partners, a private equity co-investment firm. He has also held positions as assistant controller at Centerbridge Partners and fund controller at life sciences venture capital firm Clarus Ventures. He began his career as a staff accountant at Ercolini & Company, a public accounting company serving Boston-area clients. Bill received his BS in accounting and finance from Northeastern University and is a certified public accountant in the State of New York.

Mr. Esposito is a Partner and serves as the Chief Financial Officer and Chief Compliance Officer of Newbury, responsible for all aspects of operations, investor relations, internal and external financial reporting, and regulatory oversight. Prior to Newbury, Mr. Esposito was the Chief Financial Officer and Chief Administrative Officer for the Private Capital Group of BNP Paribas where he oversaw the financial reporting and internal operations for the bank's U.S. private equity arm. Previously, Mr. Esposito was a Senior Manager with the Deloitte & Touche Private Equity Investor Services Group, where he served some of the nation's leading private equity and venture capital firms. Mr. Esposito is active as a Board Member of the NY Private Equity CFO Association and is a member of The American Institute of Certified Public Accountants as well as The Connecticut Society of CPAs. Mr. Esposito received a BBA degree from Siena College and is a CPA in the state of New York.

Bethany is a Partner & COO of TAVO, bringing 30 years of experience in finance and business operations to her role.

Bethany spent the first 10 years of her career in accelerators, incubators, and venture capital before serving as Chief Operating Officer and Chief Compliance Officer at LNK Partners, a retail and consumer private equity firm managing over $1.2 billion, where she played a pivotal role since its inception in 2005. After LNK, she continued her leadership as COO and CCO at Coalesce Capital, which raised over $900 million, overseeing critical operational and compliance functions before transitioning to serve as a Senior Advisor.

Bethany is a Senior Advisor to Fernweh Group, an investment and transformation firm spun out of McKinsey & Company. She is also a member of the Private Equity CFO Association (PECFOA), the PEI Private Funds CFO network, and ACG's Private Equity C-Suite.

TAVO builds bridges where barriers once stood. We're a catalyst for systemic change, backing historically overlooked leaders through three integrated pillars: TAVO Capitalize fills critical gaps in the capital continuum with non-dilutive funding; TAVO Advise provides outsourced COO services to fund managers, ensuring operational excellence; and TAVO Connect shares networks, opportunities, and resources to build thriving communities. By deploying capital ourselves and helping others do the same with precision and impact, we create an ecosystem where diverse leaders don't just survive – they thrive. TAVO: from the Italian "tavolo" (table) – because everyone deserves a seat.

John Herr is the Chief Financial Officer of Francisco Partners, responsible for all finance, accounting and tax matters for the firm and its private equity funds. Prior to joining Francisco Partners in 2009, John was the Controller and Chief Compliance Officer at Pantera Capital Management. Earlier in his career he was an Audit Manager with Ernst & Young’s Asset Management Practice in San Francisco. John earned his BA in Accounting and Business Administration - Finance from Carroll College in Helena, Montana.

Francisco Partners is a leading global investment firm that specializes in partnering with technology and technology-enabled businesses. Since its launch over 20 years ago, Francisco Partners has invested in more than 400 technology companies, making it one of the most active and longstanding investors in the technology industry. With more than $45 billion in assets under management, the firm invests in opportunities where its deep sectoral knowledge and operational expertise can help companies realize their full potential. For more information on Francisco Partners, please visit www.franciscopartners.com.

Bruce Karpati joined KKR in 2014 and is a Partner and the Firm’s Global Chief Compliance Officer and Counsel. He serves on various governance committees at the Firm, including co-Chairing the Firm’s Risk & Operations Committee, chairing its Global Conflicts Committee, and serving as a member of the Firm’s Global Valuation Committee. Prior to joining KKR, he was the Chief Compliance Officer of Prudential Investments, the mutual fund and distribution business of Prudential Financial. From 2000-2013, Mr. Karpati served in the Securities & Exchange Commission’s Enforcement Division, including as National Chief of the SEC’s Asset Management Unit. Mr. Karpati co-founded the Unit where he supervised a staff of 75 attorneys, industry experts, and other professionals. In 2007, he founded the SEC’s Hedge Fund Working Group, a cross-office initiative to combat securities fraud in the hedge fund industry. Mr. Karpati is a former chair of the National Society of Compliance Professionals and also serves as an adjunct professor at Fordham University Law School. He began his career in private practice at Dechert LLP. Mr. Karpati earned his JD cum laude from the University at Buffalo Law School, and his Bachelor’s degree cum laude in International Relations from Tufts University.

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

Brent Kelley is the Chief Financial Officer and Chief Compliance Officer of North Hudson and has 13 years of private equity and energy experience. Prior to joining North Hudson, Mr. Kelley was the Controller at White Deer Energy, where his responsibilities included financial reporting, accounting, treasury functions, and fund administration. Prior to joining White Deer, Mr. Kelley was the Assistant Controller at The Sterling Group, a middle market private equity firm. Mr. Kelley began his career working in public accounting as a Senior Assurance Associate at both MaloneBailey and Ernst & Young LLP, where he focused on clients in the energy, mining, and manufacturing sectors. Mr. Kelley received an MBA from the Jones Graduate School of Business at Rice University and a BS in Accounting from the Marriott School of Management at Brigham Young University. He is a licensed CPA in the State of Texas.

Founded in 2018, North Hudson Resource Parters (“North Hudson” or the “Firm”) is a Houston-based energy investment firm with over $1.4 billion of assets under management. North Hudson is focused on opportunistic energy investments in North America. The Firm invests capital on behalf of institutions and high-net-worth individuals to support responsible development of oil and gas assets through our non-operated, operated, and credit platforms.
North Hudson partners with top-tier oil and gas operators to responsibly develop their assets. Transactions include the acquisition of wellbores, drill-ready acreage, and PDP assets, in addition to more comprehensive drilling partnerships.

The Firm opportunistically seeks to acquire larger scale operated upstream assets, in addition to midstream, services, and energy transition opportunities.
North Hudson leverages its extensive relationships, deep industry knowledge, and real-time insights from its expansive asset footprint to (i) selectively acquire assets and (ii) provide credit and capital solutions to third-party companies.

David Mathewson joined Quona Capital in 2022 as Partner & Chief Operating Officer. Prior to joining Quona, David was Senior Managing Director at Small Enterprise Assistance Funds (SEAF) where he was a member of the firm’s senior management team and served as the chair of the firm’s Global Investment Committee. From 2010 to 2015, David served as Senior Managing Director of Franklin Templeton Investments/Darby Private Equity, with chief operating officer responsibilities for the financial, fund administration, ESG and business development aspects of Darby’s global operations. From 2000 to 2009, David was Managing Director at Soros Fund Management and an affiliate where he served as a founding member of the management team of Southeast Europe Equity Fund I and II, two private equity funds for Southeast Europe and Turkey with combined capital of $520 million.

Prior to Soros, David served as a Director with Delphos/Banc One Capital Markets where he was responsible for emerging market fund formation and private placements. From 1994 to 1997, David served as the deputy head of the investment funds department at the Overseas Private Investment Corporation (OPIC) in Washington DC. David began his career as a banker with Brown Brothers Harriman & Co. in New York.

David received his Bachelor of Arts degree from Stanford University and a Master of Management degree from Kellogg Graduate School of Management at Northwestern University.

Quona Capital (www.quona.com) is an $800M AUM venture and growth equity firm investing in leading fintech and fintech-enabled companies in Latin America, South & Southeast Asia, and Africa & the Middle East. We back companies that have potential for outstanding financial returns and promote pioneering innovations in financial inclusion, unlocking vast, untapped market opportunities among consumers and small businesses. Since its inception over a decade ago, Quona has been at the forefront of the inclusive fintech space, demonstrating that expanding access to financial services is not only impactful but also a driver of scalable, mass-market growth.

Brandy Morris serves as Principal and Chief Financial Officer at AB CarVal, where she oversees the firm's management company, financial control and investor accounting, and data initiatives and solutions functions. A vital member of the AB CarVal team, Brandy contributes significantly to the compensation team and is a key member of the Executive Committee and the Human Capital and Compensation Committee. With a tenure at AB CarVal beginning in 2009, Brandy previously led the firm's global technology function, building out best-in-class capabilities and a strong financial operations (FinOps) mindset. Her career prior to AB CarVal includes roles at Deephaven Capital Management, AEW Capital Management, and PricewaterhouseCoopers. Brandy holds both a Bachelor of Science and a Master of Science in Accounting from Virginia Polytechnic Institute and State University.

AB CarVal is an established global alternative investment manager and part of AllianceBernstein’s Private Alternatives business. Since 1987, AB CarVal’s team has navigated through ever-changing credit market cycles, opportunistically investing $151 billion in 5,800 transactions across 82 countries. Today, AB CarVal has approximately $19 billion* in assets under management in corporate securities, loan portfolios, structured credit and hard assets.

Anna is the COO and CFO at Activate, where she leads and oversees the firm’s day-to-day strategic operations spanning across finance, legal, compliance, investor relations, and general administration/operations processes.
Prior to Activate, Anna was CFO at Pear VC, where she managed all financial functions of the firm and its funds, LP relations & reporting, and ran the internal operations spanning legal, compliance, and HR matters. Previously, she led finance and operations at Eniac Ventures. Before entering the venture capital world, Anna worked in business operations for over a decade at various startups, using her broad background in finance, operations, human resources, and administration management to help companies scale.

Anna holds a BA in Business Management Economics from University of California, Santa Cruz. She sits on the board of VCBC, a non-profit association of finance professionals in the venture capital industry.

Activate Capital is a growth-stage venture capital firm investing at the intersection of Sustainability and Resiliency. Our portfolio companies are tackling the defining challenges of the 21st-century — including climate —by accelerating decarbonization and strengthening our shared systems and infrastructure. Activate invests in technology companies at their inflection point, led by exceptional entrepreneurs with ambitions to build category-defining platforms of the future. To learn more, please visit https://activatecap.com/.

Sergio Padilla is a reporter for Private Debt Investor based in New York. He covers a general assignment beat, writing on asset-backed finance, insurance companies, fundraising, LP investments and more. Previously, he was written at CNN Business, Pensions & Investments and the San Antonio Business Journal.

Andrew joined Pfingsten in 2008 and is responsible for all financial, tax, compliance and administrative activities of the firm. Prior to joining Pfingsten, Andrew worked with private equity, hedge fund, and broker-dealer audit clients in the Financial Services Office at Ernst & Young, L.L.P. in Chicago. A Wisconsin native, Andrew holds a B.B.A. in Accounting from University of Wisconsin, a Masters in Accounting from University of Wisconsin and is a registered Certified Public Accountant.

Pfingsten is an operationally focused private equity firm formed in 1989. From its headquarters in Chicago, IL and representative offices in ChangAn, China, New Delhi, India and Chennai, India, the firm builds better businesses through operational improvements, professional management practices, global capabilities and profitable business growth rather than financial engineering. Since completing its first investment in 1991, Pfingsten has raised five investment funds with total commitments of approximately $1.3 billion and has acquired 155 manufacturing, distribution and business services companies.

Brad Pietras is a Partner and the CFO and Head of Operations at 154 Partners where he is a member of the founding team and oversees the operations of the firm.

Prior to joining 154 Partners, Brad led the finance function and was a senior member of the operations team at Level Equity. Prior to Level Equity, Brad held senior finance and operations roles at Lightyear Capital and in Blackstone’s buyout Corporate Private Equity Group. He began his career at PricewaterhouseCoopers and Grant Thornton serving a wide range of asset management clients. Brad holds a Bachelor of Science and an MBA from La Salle University and is a Certified Public Accountant in the State of New York.

Brian Schwenk is the Chief Financial Officer and Chief Compliance Officer of 1315 Capital. Brian helped found 1315 Capital in 2014 and has over 18 years of experience in private equity. As CFO and CCO, his responsibilities include oversight of accounting, treasury, financial reporting, and performance analysis as well as human resources, investor relations, information technology, risk management, and compliance. Since 2012, Brian also works at Quaker Partners as Chief Financial Officer.

Brian also spent nearly 7 years at an affiliate of Quaker Partners, Independence Capital Partners, most recently as Senior Controller. Earlier in his career, Brian worked for American Express Tax & Business Services, Stout Causey Consulting, and Arthur F. Bell, Jr. & Associates as an audit associate.

Brian received a BA in management with a concentration in Accounting from Gettysburg College and an MBA with a concentration in Accounting from Loyola College in Maryland.

1315 Capital is a private investment firm with over $980 million under management that provides expansion and growth capital to commercial-stage healthcare services, medical technology, medical technologies/pharmaceutical outsourcing, and health& wellness companies. 1315 Capital targets markets where high-quality management teams can rapidly scale platform companies into large and important business that positively impact patients, physicians, and the broader healthcare system.

Aaron Simkovich is a Managing Director and Head of Portfolio and Fund Ops at Eldridge Capital Management. Previously, Mr. Simkovich worked at Maranon Capital as the CFO, leading the accounting function and was responsible for managing external audits, loan operations, financial analysis and reporting. He has experience in private equity fund accounting and financial reporting and was a member of the Maranon’s Investment Committee. Prior to Maranon, Mr. Simkovich was with TA Associates and began his career at State Street. He received his M.B.A. with a concentration in Finance from Boston University School of Management and his B.A. in Economics from Yeshiva University.

Eldridge is an asset management and insurance holding company with over $70 billion in assets under management. Eldridge Capital Management, through its subsidiaries, focuses on four investment strategies – diversified credit, GP solutions, real estate credit, and sports & entertainment.

John Stecher is the Chief Technology Officer at Blackstone, overseeing all aspects of technology across the firm and advising investment teams and portfolio companies on technology-related matters.

Prior to Blackstone, he served as Chief Technology and Innovation Officer at Barclays and was a member of its Technology Management Committee. Previously, worked for Goldman Sachs in a variety of senior management and engineering roles across the firm's capital markets and technology divisions, and most recently built their Marcus-branded consumer finance division. Mr. Stecher has had an extensive career in technology and engineering across industry sectors. He was appointed as an IBM Master Inventor and led application development, architecture and strategy for IBM's WebSphere product line. He delivered/created +45 patents across several diverse problem spaces.

Mr. Stecher holds a BS in Computer Science from the University of Wisconsin – Madison and a MS in Computer Science from the University of Minnesota.

Blackstone

Blackstone is the world’s largest alternative asset manager. Blackstone seeks to deliver compelling returns for institutional and individual investors by strengthening the companies in which the firm invests. Blackstone’s nearly $1.2 trillion in assets under management include global investment strategies focused on real estate, private equity, credit, infrastructure, life sciences, growth equity, secondaries and hedge funds.

Adrienne joined RCC in February of 2008. She oversees the accounting, finance, treasury and human resource functions for the RCC family of growth equity funds, as well as for the management company, River Cities Management, Inc. In addition, she participates on the investment committee and oversees implementation of compliance policies and procedures in accordance with SEC regulations.

Prior to joining RC Capital, Adrienne was a Senior Auditor for Ernst & Young. During her time at Ernst & Young, she audited clients of various industries, including healthcare, manufacturing, airline services, coal supply, property management and transportation.

Adrienne was named as part of Cincinnati Business Courier’s 40 Under 40 in 2017 and the Cincinnati Chamber’s WE Lead Class 11. She serves on the Board of Directors of Notre Dame Academy. Adrienne is also a member of NVCA’s CFO Task Force and the NKY Chamber of Commerce Women’s Initiative Group.

River Cities Capital (“RC Capital”) is a growth equity firm building high-potential healthcare companies by leveraging the unique interplay of our segments of focus: device, services and HCIT. We are dedicated to investing on the right side of healthcare, growing companies that enable clinicians to improve the delivery of care and the experiences and outcomes for the patients.

Mike Wilkens has been with Volition Capital since its founding in 2010 and currently serves as CFO. His responsibilities including oversight of Volition Capital’s financial, legal and compliance functions. Mike brings nearly 20 years of private equity experience from his various finance roles at Volition Capital and Fidelity Ventures. Mike earned his MBA from Boston College and holds an undergraduate degree in Finance from Providence College.

Volition Capital is a Boston-based growth equity firm that principally invests in high-growth, founder-owned companies across the software, Internet, and consumer sectors. Founded in 2010, Volition has over $1.7 billion in assets under management and has invested in and/or provided sub-advisory advice to more than 60 companies in the United States and Canada. The firm selectively partners with founders to help them achieve their fullest aspirations for their businesses. For more information, visit http://www.volitioncapital.com.

Kyle Wool is the Chief Financial Officer at Energy Impact Partners (EIP). He is responsible for managing EIP’s financial operations including fund administration, accounting and financial reporting, valuations, tax, financial planning and analysis, and support for strategic initiatives.

Prior to joining EIP, Kyle spent over nine years with The Carlyle Group where he was responsible for the financial and operational oversight of funds investing globally in infrastructure, renewable energy and power.

Kyle is a Chartered Financial Analyst and received his Bachelor of Science in Finance from the University of Maryland.

Energy Impact Partners LP (EIP) is a global investment firm leading the transition to a sustainable future. EIP brings together entrepreneurs and the world's most forward-looking energy and industrial companies to advance innovation. With $4 billion in assets under management, EIP invests globally across venture, growth, credit, and infrastructure – and has a team of over 80 professionals based in its offices in New York, San Francisco, Washington D.C., Atlanta, Palm Beach, London, Cologne, and Oslo. For more information on EIP, please visit www.energyimpactpartners.com.

Jason Currier is a Partner and Chief Financial Officer at BayPine. Mr. Currier is responsible for financial reporting, valuations and administration of BayPine's private equity investments.

Prior to BayPine, Mr. Currier was a Managing Director and Chief Financial Officer for Audax Private Equity, based in Boston. Before joining Audax in 2017, he was a Vice President, Finance, at General Atlantic and previously served as Controller at Bessemer Venture Partners. Earlier in his career, Mr. Currier served as a senior associate performing audit and business advisory services for private equity, venture capital and Fortune 500 clients at PricewaterhouseCoopers L.L.P.

Mr. Currier holds a BS from Quinnipiac University and was a registered Certified Public Accountant in the State of Connecticut (currently inactive).

Kelly joined Centre Partners in 2020 and is responsible for oversight of all accounting, reporting and compliance functions, as well as HR, IT and other administrative functions. Prior thereto, she was the Management Company Controller at American Securities LLC and the Chief Financial Officer of The Arlon Group, both private equity firms. Before that, Kelly spent 13 years at State Street Bank and Trust, where she held a variety of roles in their private equity fund administration business. She started her career at PwC. Kelly received a B.S. in Accounting from the University of Scranton, an M.B.A. from Seton Hall University and is a Certified Public Accountant (inactive status).

Aileen is responsible for overseeing Ethos’ accounting, finance and operations activities. Prior to joining Ethos, Aileen was a Senior Vice President of Finance for Audax Group. During her 21-year tenure, she oversaw the growth of the finance support functions for the private equity and private debt funds. She also previously worked as a Finance Associate at Summit Partners and a Senior Accountant at Liberty Energy Corporation.

Ethos Capital is a values-driven investment firm that collaborates with its portfolio companies, providing them with resources and expertise in order to accelerate their growth. We invest in seasoned information service companies, with proven business models, that are ready for accelerated growth and enhanced performance through the application of new technologies and sector-focused operating experience.

Jennifer Martin is Providence's chief financial officer and a managing director based in our Providence office. Prior to joining Providence in 2010, Ms. Martin worked at Bain Capital and Ernst and Young. Ms. Martin holds a Master of Business Administration with a concentration in accountancy from Bryant University and a Bachelor of Science in finance and economics from Providence College. She is a chartered financial analyst and a certified public accountant.

Providence Equity Partners are private equity specialists, focused on growth-oriented media, communications, education and technology companies throughout North America and Europe.

Mr. Millin joined Performance Equity as a Manager of Finance in June 2005, and served as Controller for the management company since 2008. In March 2015, he was named Director of Fund Administration. In January 2019 Mr. Millin was named Senior Vice President of Finance and in 2020, he was named Chief Financial Officer.

Prior to joining Performance Equity in 2005, he held positions in the audit divisions of Bank of America and Deloitte & Touche LLP. Earlier in his career, Mr. Millin held positions in the operations groups of The NASDAQ Stock Market and Brown Brothers Harriman.

He received a Bachelor of Science with a dual major in Finance and Law & Public Policy from Syracuse University, an MBA with a major in Finance from Fordham University, and a Certificate in Accounting from Pace University. Mr. Millin is a Certified Public Accountant licensed in the State of Connecticut.

Peter Tang is the Chief Financial Officer (CFO) and a Managing Director at Butterfly. In this role, Mr. Tang oversees all aspects of the firm's financial activities and leads the firm’s strategic and growth initiatives. Prior to his appointment as CFO, he was one of the first members of the Investment Team and has played a key role in several of Butterfly’s investments, including Bolthouse Farms, Pacifico Aquaculture and Pete and Gerry's. He currently serves on the board of directors of Pacifico Aquaculture and the Butterfly Equity Foundation.

Prior to joining Butterfly, Mr. Tang worked at KKR on the Consumer Retail Private Equity team where he was an investment team member on several transactions including Academy Sports + Outdoors and Channel Control Merchants. Previously, Mr. Tang was with Moelis & Company where he was involved in a variety of mergers, acquisitions and restructuring transactions, including several in the food industry. Mr. Tang graduated from the Richard Ivey School of Business of the University of Western Ontario with a Bachelor of Arts degree in Honors Business Administration.

Butterfly Equity is a Los Angeles, California-based private equity firm specializing in the food sector, spanning the entire food value chain from “seed to fork” via four key segments: upstream & processing, industry enablers, multi-site and branded goods. Butterfly manages over $4 billion of assets to date and aims to generate attractive investment returns through deep industry specialization, a disciplined and data-driven investment process and a hands-on approach to portfolio transformation. For additional information about Butterfly, please visit its website at www.bfly.com.