Investor Relations & Fundraising Forum San Diego 2024

Nicole is a Principal on the Marketing and Communications team where she is involved in private wealth marketing globally. Nicole’s experience spans institutional and wealth marketing, business development and partner management. Nicole is a member of the HL Green and HL Pride affinity groups.

Prior to joining Hamilton Lane in 2022, Nicole was with Wellington Management where she was responsible for building the marketing function for the firm’s alternative platform. She also worked at Fidelity Investments leading marketing efforts for Fidelity Charitable and Fidelity Strategic Advisers. Nicole began her career in the telecommunications and fintech sectors, serving in various roles in Belgium, England and the U.S.

Nicole received her B.A. in Government and French and M.B.A. in Marketing, both from Cornell University.

Hamilton Lane (Nasdaq: HLNE) is one of the largest private markets investment firms globally, providing innovative solutions to institutional and private wealth investors around the world. Dedicated exclusively to private markets investing for more than 30 years, the firm currently employs nearly 700 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East. Hamilton Lane has approximately $903 billion in assets under management and supervision, composed of $120 billion in discretionary assets and nearly $783 billion in non-discretionary assets, as of December 31, 2023. Hamilton Lane specializes in building flexible investment programs that provide clients access to the full spectrum of private markets strategies, sectors and geographies. For more information, please visit www.hamiltonlane.com or follow Hamilton Lane on LinkedIn.

Kate leads Vida’s investor relations, fundraising and communications strategy and initiatives. She also works closely with Vida’s portfolio companies to guide them on their IR and communications activities.

Before joining Vida in 2020, Kate served as Senior Director of Investor Relations for UroGen Pharma where she developed and implemented a strategic IR program from the ground up and also played a central role in the communications efforts for the approval and launch of Jelmyto™, (mitomycin) for pyelocalyceal solution, the first and only non-surgical treatment indicated for adults with low-grade upper tract urothelial cancer. Previously, Kate served as a key member of the Kite Pharma Investor Relations and Communications team in multiple roles, including Associate Director of Investor Relations and Associate Director of Product Communications, where she supported the approval and launch of Yescarta™ (axicabtagene ciloleucel), the first approved chimeric antigen receptor (CAR) T therapy for the treatment of adult patients with relapsed or refractory non-Hodgkin lymphoma. With an extensive healthcare background, Kate’s prior experience includes roles of increasing responsibility at Memorial Sloan Kettering Cancer Center in New York.

Kate holds a B.A. from Cornell University College of Arts and Sciences and an M.B.A. from the University of Southern California Marshall School of Business.

Vida Ventures, LLC (“Vida”) is a next-generation life sciences investment firm founded by scientists, physicians, entrepreneurs and investors, who are passionate about building and funding breakthroughs in biomedicine. Vida’s mission is to bring science to life and advance transformative biomedical innovations that have the potential to make a meaningful difference for patients. Vida currently has approximately $1.8 billion of capital commitment from blue-chip institutional investors, including top-tier endowments and foundations, sovereign wealth funds, pensions, financial institutions, family offices, fund-of-funds, and high net worth individuals. Vida has offices in Los Angeles, Boston and Fort Worth and is focused on identifying groundbreaking science and building innovative companies that lead to new areas of drug discovery and development.

Andrew leads Investor Relations & Capital Markets at Alpha Edison where he led the recent closing of their third fund. Prior to joining AE, he was a Vice President at Anthos Capital, a venture and growth equity firm based in Los Angeles, where he helped lead Investor Relations and Business Development and raised over $1.5B for their fifth fund. Andrew began his career at Goldman Sachs in New York on the Prime Services Sales team before trading credit within the Securities Division. He then expanded the Alternative Capital Solutions team within Investment Banking where he focused on capital raising and investing into various equity and credit products. Andrew graduated as Valedictorian from the Sauder School of Business at the University of British Columbia and was a member of the varsity football team.

Alpha Edison ("AE") is building the preeminent venture firm focused on category creating companies. Since its inception in 2016, Alpha Edison has invested in more than 90 companies and has assets under management approaching $1B. AE is a research-driven venture firm that invests in early-stage companies using data and behavioral science to provide investable insights and unlock new markets. The firm is composed of entrepreneurs, operators, technologists, and investors with a focus on investing in and building category-defining companies through a network of Nobel Laureates, PhD researchers, and futurists. For more information, visit alphaedison.com.

Morgan Finnell joined Evolution Credit Partners in 2019 and is Head of Investor Relations. She is responsible for all investor engagement, investor relations and fundraising activities. Prior to joining Evolution, Morgan worked on the investment team at TIFF Investment Management and GCM Grosvenor, where her primarily responsibility was underwriting long/short equity hedge fund investments. Morgan earned a B.A. from Villanova University.

Evolution Credit Partners is an alternative credit manager with $3 billion in assets under management. Evolution’s platform includes a range of synergistic credit strategies, spanning leveraged finance, trade finance and opportunistic investments. Evolution takes a relative value approach to investing and focuses on underserved, niche subsets of the larger leveraged finance and trade finance asset classes. Evolution offers both commingled funds and separately managed accounts to LPs, in the form of both closed end and evergreen structures. Evolution culture is entrepreneurial, opportunistic, and nimble, which manifests into every aspect of Evolution’s business.

Evolution spun out from Harvard Management Company in 2018.

Dr. Aaron Funk began his career as a scientist at several startups, contributing to product launches and collaborating with institutions such as NASA and UCLA. Following his tenure as a scientist and educator at UCLA, he spent six years focusing on business development in the scientific instrumentation industry. In July 2023, Dr. Funk joined the founding partners to lay the groundwork for Reston Equity Group, shaping its inception and trajectory. With his leadership, the firm has steadily built its presence, attended numerous industry events, and established a robust network, laying a strong foundation for future growth and success. He holds a BA in Chemistry from West Virginia University, a PhD in Chemistry from Florida Tech, and is currently pursuing an Executive MBA from The Wharton School. Dr. Funk is an avid traveler, credit card points enthusiast, triathlete, and is conversational in German.

Reston Equity Group is a location-agnostic, operationally focused independent sponsor with a current presence in Kentucky, Ohio, and Virginia. In Q4 2022, we successfully acquired a portfolio of seven home services companies, swiftly implementing turnaround strategies that have leveraged our internal expertise in operational optimization and strategic management, setting them on a trajectory toward enhanced profitability. As we continue to grow, we are actively pursuing expansion opportunities in business services, health & wellness, and scientific instrumentation, drawing upon the knowledge and skills of our leadership team. We plan to utilize our extensive network of capital partners to fuel our growth initiatives and enhance our existing portfolio both horizontally and vertically.

Ms. Heravi was one of the founding members of Avista Capital Partners in 2005. She is currently a Managing Director and Head of IR and ESG at Avista Capital Partners, a healthcare focused middle-market private equity firm headquartered in New York. Prior to Avista, Ms. Heravi was the Director of Finance and Administration at Dorset Capital Management where she was responsible for investor relations and the financial, operational and administrative aspects of the fund. Ms. Heravi started her career at Montgomery Securities. Ms. Heravi received a B.A. from the University of California, Berkeley. She is the proud mother of four children and three dogs, and loves skiing and travelling with her family.

Founded in 2005, Avista Capital Partners is a private equity firm headquartered in New York City with over $8 billion invested in more than 45 growth-oriented healthcare businesses globally. Avista exclusively focuses on making investments in middle-market healthcare product and technology companies.

Lauren Hubbert is a Senior Vice President of Brookfield Asset Management, where she manages the Private Funds Investor Relations function. Prior to joining Brookfield in 2020, Ms. Hubbert held Marketing and Investor Relations roles at Cerberus Capital Management, including managing the Investor Relations function for the firm. Prior to Cerberus, Ms. Hubbert worked in Investor Relations and Business Development for Blackstone Credit, then known as GSO Capital Partners. Ms. Hubbert holds a Bachelor of Arts from the University of California, Berkeley.

Brookfield is a leading global alternative asset manager with approximately $690 billion of assets under management across real estate, infrastructure, renewable power, private equity and credit. As one of the world's largest investors in real estate, we own, operate and develop iconic properties in the world's most dynamic markets. Our global real estate portfolio comprises more than $250 billion in assets under management and includes office, retail, multifamily, logistics, hospitality, land and housing, triple net lease, manufactured housing and student housing assets on five continents.

Kimberley Kasper joined Strattam in 2018 and is currently Chief Growth Officer focused on providing strategic go-to-market guidance and leadership across the Strattam portfolio. In this role, Ms. Kasper provides strategic guidance and GTM leadership across the Strattam portfolio.

Previously, Kimberley served as the Interim Marketing VP for a Strattam portfolio company and has held senior roles at numerous influential SaaS software companies – including CMO roles at Jobvite and SumTotal Systems, VP of Marketing at Taleo for their Business Edition product line, and senior positions in both worldwide direct marketing at WebEx and North American demand generation for Salesforce.

Kimberley earned her B.S. in Business Administration from Chapman University.

Nancy has 30 years of experience in investor relations, fundraising, marketing, communications and general management across a range of alternative asset classes. She joined Costanoa in 2019 to lead the firm’s Investor Relations and fundraising efforts. Earlier, she was a Managing Director and helped found the American Infrastructure Funds, where she led the firm’s investor relations, fundraising, marketing, and communications and sat on the Investment Committee. She held prior Investor Relations positions at McCown De Leeuw & Co, a middle market private equity fund; RREEF, a leading institutional real estate investment firm; and Modulaire Industries, a publicly traded NASDAQ company.

Nancy also co-founded Net Impact, an international membership organization for MBAs interested in using their business skills for social good. For her work with Net Impact, she was named a Fellow in the Rockefeller Foundation’s Next Generation Leadership program. She holds an MBA from the Stanford Graduate School of Business and a BA magna cum laude from Amherst College.

Since its founding in 2012, Costanoa Ventures has led very early stage investments in transformational companies in data infrastructure, applied AI and fintech. With a focused strategy, dedicated BuilderOpsTM team and collaborative approach, Costanoa aims to be the best venture partner that founders have ever seen. For more information, visit http://www.costanoa.vc.

Emily is Head of Investor Relations and Fundraising at Cornell Capital where she is responsible for all of the firm’s capital raising activities, investor relationships, and communications. Prior to joining the firm in 2021, she worked at Silver Point Capital, where she focused on marketing and investor relations for the firm’s distressed debt, special situations, and private lending strategies. Prior to that, she spent over seven years at Kohlberg Kravis Roberts & Co. in the firm's Client & Partner Group. Emily began her career at JP Morgan.

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 looks to invest in high-quality businesses in the consumer, financial services, and industrials/business services sectors that it can build into global leaders, often through cross-border expansion driven by the firm’s Asia presence and expertise. Founded in 2013 by Senior Partner Henry Cornell, the former Vice Chairman of Goldman Sachs’ Global Merchant Banking Division and founder of its Asia private equity business, the firm is led by a highly seasoned team with decades of shared investment experience. We take a disciplined, value-driven, partnership-oriented approach to investing, targeting companies with significant potential to unlock growth through our industry, geographic, and value-creation expertise.

Stacey Monteiro Leanos is the Director of Investor Relations for ACME, responsible for managing the firm’s investor communications and fundraising activities.

Prior to ACME, she was Associate Director of Investor and Public Relations for Cerus Corporation (NASDAQ: CERS), a biomedical products company focused in the field of blood transfusion safety. Prior to Cerus, Stacey spent 13 years with Bay City Capital, a $1.6 billion venture capital firm focused in the life sciences sector, where she served most recently as Senior Director of Marketing and Investor Relations, responsible for marketing, investor relations, and media communications for the firm and its venture capital funds. Prior to Bay City Capital, she was a Portfolio Analyst conducting industry and market research at Ashfield & Co., an asset management firm specializing in investment strategies for high net worth individuals, institutions, and endowments. Stacey received a BA in Business Economics from Mills College, as well as an MBA from the Mills College Lokey Graduate School of Business.

ACME Capital is an early-stage venture capital firm investing in companies that are leveraging technology and data to pursue massive opportunities with the potential to reshape industries or create completely new ones. ACME is based in San Francisco and currently manages over $1.2 billion across six funds and several LP co-investments. Prior investments include Astra Space, Braintrust, Cue Health, DraftKings, Forte, IonQ, Quip, Robinhood, Savage X Fenty, Tia Health, and XWing.

Kate is a Vice President on the Investor Relations team based in San Francisco. She is responsible for product strategy, capital formation, and marketing efforts. Kate oversees all relationships on the West Coast, including existing investors and the business development of prospective LPs. She joined the team to help rethink the fundraising function and improve communication with institutional investors.

Before joining Top Tier, Kate worked at Alpine Investors on their Investor Relations and fundraising team. In that role, she supported the Head of Investor Relations by creating fundraising and marketing materials. Prior to moving to San Francisco, Kate worked in New York City at Blackstone and JPMorgan.

Top Tier Capital Partners is an investment manager with families of funds focused on primary commitments to venture funds, LP and direct secondaries, and direct investments. For over two decades Top Tier and its predecessor firm have made 160+ global investments backing top investors and innovators.

At Top Tier, consistency and integrity drive everything we do. Our value-add lies in our experience, deep networks, industry insights, and superior client service. We work collaboratively with our limited partners to help them build their venture capital programs, partner closely with our managers to offer thoughtful, hands-on counsel, and help our entrepreneurs build the next great technology company. Our relationships are long-lasting, built on trust, and begin, do not end, with the investment.

Amy Nelson serves as Chief Strategy Officer of Rethink Capital Partners where she oversees the firm’s development of new strategies and supports growth and operations across the platform. Prior to Rethink, she spent eight years at Venture For America, an organization that selects, trains, and supports the next generation of entrepreneurs, including four years serving as CEO.

Amy has also held business development positions at B Lab, Relief International, and Cambodian Children’s Fund. Amy sits on the boards of the Vivvi, West Harlem Innovation Network, Partners for Justice, Generation Citizen, and Safe Haven Medical Outreach in Cambodia.

Amy is a graduate of Claremont McKenna College and NYU’s Stern School of Business.

Rethink Capital Partners is a purpose-driven investment manager. We specialize in real estate and venture capital with impact at the core of all we do. We believe that by focusing on real solutions to our most pressing challenges, our investment approach seeks to deliver strong financial performance alongside societal impact.

We are a firm united by a belief that capital can help transform society for the better. Our platform supports entrepreneurial fund managers backing innovations across sector verticals. As pioneers deploying impact capital across asset classes, we have consistently demonstrated that investing with purpose drives tangible business outcomes.

We back innovations that work to improve lives and allow people to flourish. Together, our strategies touch almost every facet of daily life: from food and nutrition to access to healthcare, affordable housing to quality education, and financial well-being to combating climate change. By focusing on introducing innovation to our most critical sectors, our investments are poised for long-term value creation.

To learn more, visit rethink-capital.com.

Camila Noordeloos is a General Partner at Grand Ventures. Based in Grand Rapids, MI, she joined the team in 2019.

As a Partner, she identifies promising investment opportunities across Grand Venture’s sectors of interest and works closely with portfolio companies driving strategy development and implementation. She also leads the firm’s operations and is responsible for managing all stages of the investment process from fundraising through portfolio management and exit.

Camila has 15+ years of consulting, corporate and venture capital experience. Prior to joining Grand Ventures, Camila worked at General Electric holding management positions within finance, portfolio management and business strategy. She spent six years at GE Ventures, playing a crucial role in building the foundation for it to become one of the most active corporate venture capital firms in the country, and managing a portfolio of over 150 investment companies. She has also held operational roles in startups, including an extensive project with Zinc, a GE Ventures portfolio company acquired by ServiceMax, and Imaginare Studios, a company she co-founded with two MBA colleagues.

She is a class 27 Kauffman Fellow and currently serves as a Board Director of the Michigan Venture Capital Association. She has been recognized as one of the 39 most important VCs in the midwest by Business Insider, and as Venture Capital’s 2024 Rising Stars by Venture Capital Journal.

Camila earned a BBA from the Universidade Federal da Bahia in Brazil and received her MBA from The Wharton School at the University of Pennsylvania.

Since joining the iCON team over 16 years ago, Rishi has been involved in all aspects of investment across the transportation and energy sectors, including origination, acquisition, asset oversight and divestment.

In 2017, Rishi took up the role of Head of Investor Relations and is responsible for all things capital raising, co-investment and client servicing. Rishi led the fundraising for iCON IV (€1.2bn), iCON V ($1.9bn) & iCON VI ($3.6bn) – all reaching the first-and-final close within 4 months.

Rishi holds a First Class Honours Master’s degree in International Securities, Investment and Banking from the ICMA Centre and a BSc (Hons) in Economics from the London School of Economics.

iCON Infrastructure LLP (“iCON”) is an award winning independent investment advisor with c.US$8bn in AUM across 4 active funds. At iCON, we are focused on equity investments in mid-market (US$100-500m) infrastructure assets primarily in North America and Europe. We have been together as a team for over two decades and currently have more than 80 executives operating out of our London, New York, Toronto and Berlin offices. You can find more information here https://iconinfrastructure.com/.

Ravali Parsa joined Aurora Capital Partners in 2021. Previously, she was at Fifth Wall Ventures in Los Angeles and Pantheon Ventures in New York. She started her career in the Investment Banking Division of Credit Suisse where she was a member of the Technology, Media, and Telecom Group.

Aurora Capital Partners works together with successful management teams to build market-leading companies through investments in growth initiatives, strategic positioning and add-on acquisitions.

Katie is the Global Head of Investor Relations & Operations for Baird Capital. Prior to joining Baird Capital, she spent 12 years in Baird’s Private Wealth Management Research team, overseeing the equity and fixed income analysts who support Baird’s Financial Advisors with portfolio management and security selection using individual stocks, bonds and ETFs.

Katie graduated cum laude from Marquette University with a Bachelor of Science degree in finance and international business. She holds both the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations.

Katie is active in the community having served as past presidents of the CFA Society of Milwaukee, Girls on the Run of Southeastern Wisconsin and is a past chair of Baird’s Women’s Associate Resource Group, Ascend.

Baird Capital manages two investment platforms, Venture Capital and Global Private Equity, and invests in founder-led B2B technology & services-focused companies worldwide. Founded in 1989, the group focuses on investing in sub-sectors where it has deep institutional knowledge and leveraging global operating capabilities to support the operational and growth needs of partner companies. Altogether, Baird Capital has 40 investment, operating and support professionals in the United States, United Kingdom and Asia managing active portfolio companies with combined annual revenues of $2 billion and more than 15,000 employees. Baird Capital is the direct private investment arm of Robert W. Baird & Co. For more information, please visit BairdCapital.com.

Tessa is a Vice President of the firm and focuses on Ridgemont’s investor relations, fundraising and limited partner co-investment activities. Prior to joining Ridgemont in 2021, Tessa worked in investor relations at American Infrastructure Funds as well as BlueBay Asset Management. Tessa started her career as an Analyst at Mercer Investments in their manager research group in Chicago, Illinois. Tessa earned a B.A. in Economics and Chinese from Northwestern University and is a CFA charterholder.

Ridgemont Equity Partners is a Charlotte-based middle market private equity firm that has provided buyout and growth capital to industry-leading companies in the business and tech-enabled services, industrial growth, and healthcare sectors for three decades. The principals of Ridgemont have refined a proven, industry-focused model designed to build distinctive middle market companies. www.ridgemontep.com

Amanda Stewart is a Managing Director and serves as the Global Head of Investor Relations & Fundraising for A&M Capital.

Before joining A&M Capital in 2024, Ms. Stewart was the Director of Investor Relations and Marketing at Sageview Capital, a growth equity firm focused on investing in software and tech-enabled businesses. In her role, she was responsible for all the firm’s investor relations, fundraising, and marketing activities and initiatives. Prior to Sageview Capital, she was in Investor Relations at Vista Equity Partners, where she focused primarily on the firm’s private equity funds. Ms. Stewart has also held roles in Investor Relations and Marketing at Long Pond Capital, a long/short hedge fund and in Business Development at AQR Capital Management, a quant hedge fund. She started her career in the Analyst program at Morgan Stanley in Fixed Income Sales & Trading.

Ms. Stewart graduated from Columbia University, where she majored in Mathematics & Statistics, and minored in Philosophy.

Ms. Sylvester joined Castlelake in 2019 and is Head of Client Management. In this role, Ms. Sylvester leads the firm’s global client management strategy and activities, including responsibility for fund and strategic partnership formation, investor relations and investor communications. Prior to joining Castlelake, Ms. Sylvester was a Vice President with Envoi, LLC’s Client Advisory team, where she focused on client relationship management and portfolio construction. Prior to Envoi, Ms. Sylvester was a Private Wealth Advisor at Goldman Sachs, where she was responsible for soliciting new business opportunities and managing client investment portfolios. Ms. Sylvester began her career in the nonprofit sector. Ms. Sylvester received her B.A. in sociology/anthropology, magna cum laude from Carleton College and an M.B.A. in finance and economics from the University of Chicago – Booth School of Business. Ms. Sylvester is conversational in Spanish.

Evan leads the IR function at Foundation Capital, where he is responsible for maintaining relationships with existing limited partners and introducing new investors to the firm on a global basis. Prior to joining Foundation, Evan was a director within the institutional client business at BlackRock in San Francisco — in this role, he developed and maintained strategic client relationships, and was responsible for delivering the entirety of the firm’s investment capabilities to the institutional community. Earlier in his career, Evan spent time at UBS, Beck Mack & Oliver (an asset management firm founded by the first CIO of Princeton University’s endowment) and RBS Greenwich Capital, where his responsibilities spanned various banking, trading, and client-related functions. He holds a B.A. from Hamilton College and an M.B.A. from Georgetown University.

Foundation Capital is an early-stage venture capital firm founded in 1995. Managing over $3.5 billion in assets and with 34 IPO/ICOs, and 80+ acquisitions to our name, we partner with entrepreneurs to create transformative businesses. For a quarter of a century, Foundation's investments — including Netflix, Lending Club, Sunrun, TubeMogul, Chegg, Cerebras, and Eightfold— have reinvented industries and defined new markets. We focus on investing at the earliest stage, with deep domain knowledge and a persistent and repeatable investment process. We are currently investing our 10th early-stage fund and our third Leadership fund, backing the early growth in the best companies from the early-stage funds.

Dana Goldstein brings over 15 years of experience in building and leading investor relations and fundraising teams. She currently leads investor relations for Anthos Capital, a growth- and venture-stage investment firm based in Santa Monica, California. Before this, she spent five years with Levine Leichtman Capital Partners (LLCP), a middle-market private equity firm, where she managed fundraising, investor relations, public relations and limited partner co-investment activities. Prior to that, Dana spent seven years with Avenue Capital, based in New York, in various investor relations and business development roles for the firm’s global distressed debt and special situations funds. She previously worked at Morgan Stanley as a member of the Equity Research team and began her career at Bear, Stearns & Co., both in New York. Dana received a B.S.B.A., magna cum laude, in Finance from Washington University’s Olin School of Business. She currently lives in Los Angeles with her three children, two dogs, and one cat, and enjoys running, horseback riding, and volunteering with animal rescue and environmental causes.

Anthos, founded in 2007, invests in emerging consumer and technology companies that drive innovation and shape the future. Anthos provides strategic and operational support to entrepreneurs, enabling its portfolio companies to achieve their full potential and become industry leaders. Anthos has built a diverse, 32-person team that is nearly 50% female. The firm is headquartered in Santa Monica, California, with team members in Seattle, the Bay Area, and New York.

Lindsay Grider currently serves as the Global Head of Fundraising and Investor Relations for Levine Leichtman Capital Partners. She was hired in 2022 to spearhead the firm’s global fundraising efforts and is responsible for building and scaling a global investor relations team across the firm’s fund families and co-investment strategies. She actively leads the firm’s fundraising, investor relations and strategic marketing efforts.

Prior to joining LLCP, Lindsay was Head of Investor Relations for Tailwater Capital, a Dallas-based middle market private equity firm. Prior to that, Lindsay was the Director of Investor Relations at NGP, where she led fundraising for both energy and agribusiness private equity funds. She previously managed corporate development and distribution for Sterling Stamos Capital Management, an alternative investment firm based in Menlo Park. She started her career in investment banking with Citigroup and Wachovia Securities, focused on mergers & acquisitions and capital raising transactions across various industries. Lindsay earned a B.A. in International Commerce from Vanderbilt University.

Levine Leichtman Capital Partners, LLC is a middle-market private equity firm with a 39-year track record of investing across various targeted sectors, including Franchising & Multi-unit, Business Services, Education & Training and Engineered Products & Manufacturing. LLCP utilizes a differentiated Structured Private Equity investment strategy, combining debt and equity capital investments in portfolio companies. LLCP believes that by investing in a combination of debt and equity securities, it offers management teams growth capital in a highly tailored, flexible investment structure that can be a more attractive alternative than traditional private equity.

LLCP’s global team of dedicated investment professionals is led by nine partners who have worked at LLCP for an average of 19 years. Since inception, LLCP has managed approximately $14.1 billion of institutional capital across 15 investment funds and has invested in over 100 portfolio companies. LLCP currently manages $9.3 billion of assets and has offices in Los Angeles, New York, Chicago, Charlotte, Miami, London, Stockholm, The Hague and Frankfurt.

Jeff joined Gryphon in 2022 as Co-Head of Gryphon’s Fundraising and Investors Relations Group. In his role, Jeff is responsible for leading and scaling Gryphon’s Fundraising and Investors Relations capabilities.

Prior to joining Gryphon, Jeff served as Partner and Global Head of Investor Relations at Resource Capital Funds, a mining-focused alternative investment firm, and served as a Managing Director at Brooklands Capital Strategies (a division of TPG Capital) where he focused primarily on relationship management and investor engagement. Jeff brings more than 25 years of experience in fundraising, marketing, client service and management and held prior roles as a Managing Director of Relationship Management/Business Development at Ares Management, Managing Director and Head of Investor Relations at Oak Hill Capital Partners and Relationship Manager at Probitas Partners. Prior to beginning his professional career, Jeff was an Aviation Officer in the U.S. Army, where he served as a helicopter pilot, including time spent as Company Commander for seven years throughout the U.S. and South Korea.

Kathleen leads Serent’s marketing and investor relations team. Prior to joining Serent, Kathleen worked at Vista Equity Partners, a private equity firm that invests in software and technology-enabled businesses. At Vista, she was responsible for leading the content, event, and digital programs. Before Vista, Kathleen held various sales and marketing roles in a wide range of B2B companies, from public companies to start-ups, to help them bring their technology to market.
Kathleen holds an M.S. in Technology Commercialization from the McCombs School of Business at the University of Texas, Austin and a B.A. in Biological Anthropology from the University of California, San Diego.

Charlotte is Head of Investor Relations at Menlo, where she manages investor communications and partnerships, and leads fundraising and capital formation for the firm.

Charlotte works in lockstep with our Limited Partners (LPs) around the globe. She believes in working collaboratively and cross-functionally and has honed her approach to working with LPs through many years in private and public equity and venture capital. At Menlo, she’s excited to engage the investment, finance, legal and marketing teams to strategically drive firm growth and champion Menlo’s core values to our new and existing LP base.

Charlotte came from SVB Capital, where she oversaw their direct venture strategies. Prior to that, Charlotte had her own company advising both public and private equity funds on how to attract capital. She worked with many top firms in Silicon Valley where she helped craft their strategies and branding.

Charlotte was also a Partner in Investor Relations and Marketing for both Sofinnova and Sanderling Ventures. She started her career on the sell side working at both Goldman Sachs and Morgan Stanley in the equities division and prime brokerage.

Charlotte has a B.A. from Dartmouth College and an M.B.A from New York University. In her free time, you can find her playing squash or skiing. However, her true happiness comes from hiking with her 10-year-old Australian shepherd.