Investor Relations Network New York Forum 2026

Robert Abballe

Director of Equity Strategy Research, FLP Atrato Consulting

Rob is responsible for the leadership of FLP Atrato Consulting’s research and due diligence efforts across all public and private equity manager strategies. His expertise includes private equity, venture capital, activist, long-biased and hedged equity strategies. Prior to joining FLP, Rob led the equity strategy research effort for Atrato Advisors LLC, where he covered early and late-stage private equity fund managers, long/short equity hedge funds, as well as several niche strategies such as alternative energy and farmland. Rob graduated from the Gabelli School of Business at Fordham University with a Bachelor of Science in Finance, with a minor in Economics. He is a CAIA Designee.

FLP Atrato Consulting is an investment consulting practice with a primary emphasis on alternative investment consulting and advisory services. Core areas of expertise include Private Equity, Venture Capital, Private Credit, Real Estate, Co-Investments, and Hedge Funds.

FLP Atrato operates as an independent division of F.L.Putnam Investment Management, Inc., and represents the legacy business of Atrato Advisors LLC, founded in 2008 and acquired by FLP in 2021.

Our consulting business has a 17-year operating history and approximately $3.2 billion in AUA. The team has 17 fully dedicated investment professionals, and the senior staff has experienced zero turnover over the past decade.

Our practice’s core capability is to develop and execute client-specific and differentiated alternative investment advisory solutions through eclectic investment sourcing, highly responsive client engagement, institutional-level due diligence, and customized portfolio construction.

We have unique expertise and focus on engagements with sophisticated U.S.-based wealth management platforms, RIAs, and MFO clients.

F.L.Putnam Investment Management Company, Inc. is an SEC-registered investment advisor, with approximately 165 employees and over $14 billion in total AUM+AUA.

Paul A. Argenti

Professor of Corporate Communication, The Tuck School of Business at Dartmouth

Professor Paul A. Argenti has taught general management, corporate responsibility, and corporate communication at Dartmouth’s Tuck School of Business since 1981. He is the author of Corporate Communication (8th edition, McGraw-Hill/Irwin, 2023), several other books, and numerous articles in leading academic and practitioner journals, including Harvard Business Review.

A Fulbright Scholar and recipient of the 2007 Pathfinder Award from the Institute for Public Relations, Professor Argenti is recognized for his pioneering research and contributions to the field. He has served on advisory boards for the President of the World Bank and for CEOs across industries worldwide.

Professor Argenti appears frequently in national media, including NPR, APM, CNBC, CNN, and FOX, offering insights on strategy, leadership, and communication. Over the past three decades, he has consulted and led executive training programs in strategy, leadership, crisis, and reputation management for hundreds of organizations, including the Detroit Lions, Cedars-Sinai, Novartis, and Goldman Sachs.

Mary Armstrong

Global Head of Marketing & Corporate Affairs, General Atlantic

Mary Armstrong is the Global Head of Marketing & Corporate Affairs at General Atlantic, a leading global growth equity firm. In that role, she oversees the strategic communications and marketing program for the firm. She also provides counsel to its more than 145 portfolio companies around the world in spanning technology, consumer, financial services, healthcare and life sciences businesses. Mary is a member of the firm’s Operating Committee and helps direct the firm’s philanthropic activities through her role on the Board of the General Atlantic Foundation.

She also serves on the board of British American Business.

Prior to joining General Atlantic in 2018, Mary was the Director of Communications, Americas at Warburg Pincus, a global private equity firm focused on growth investing. Her work included overseeing the firm’s communications program as well as M&A support, crisis and issues management, corporate positioning, investor relations, public affairs and employee engagement for its portfolio companies. Mary also served as a member of the firm's Environmental, Social and Governance Committee.

Before Warburg Pincus, Mary served as a Director at Brunswick Group, an advisory firm specializing in business critical issues, where she worked in the New York, Shanghai, and San Francisco offices. She advised global clients across sectors, with a particular focus on financial institutions. She also provided counsel on major domestic and cross-border mandates including AB InBev’s acquisition of Grupo Modelo; Facebook's acquisition of WhatsApp; the business separations of both Kraft and Abbott; Delta Air Lines’ integration with Northwest; and supported the Securities Industry and Financial Markets Association (SIFMA) during the height of the financial crisis and regulatory reform debate.

Mary is a graduate of the Robertson Scholars Leadership Program, a joint merit scholarship between the University of North Carolina at Chapel Hill and Duke University.

General Atlantic is a leading global growth equity firm with more than four decades of experience providing capital and strategic support for over 400 growth companies throughout its history. Established in 1980 to partner with visionary entrepreneurs and deliver lasting impact, the firm combines a collaborative global approach, sector specific expertise, a long-term investment horizon and a deep understanding of growth drivers to partner with great entrepreneurs and management teams to scale innovative businesses around the world. General Atlantic currently has over $65 billion in assets under management inclusive of all products as of June 30, 2021 and more than 175 investment professionals based in New York, Amsterdam, Beijing, Hong Kong, Jakarta, London, Mexico City, Mumbai, Munich, Palo Alto, São Paulo, Shanghai, Singapore and Stamford. For more information on General Atlantic, please visit the website: www.generalatlantic.com.

Michaela Balderston

Chief Communications Officer, Lead Edge Capital

Michaela is the Chief Communications Officer at Lead Edge Capital, a $5B growth equity firm investing in software, internet, and tech-enabled businesses globally. She leads the firm’s brand, communications, and external strategy, partnering closely with the investment and value creation teams to shape market narrative, support portfolio companies, and strengthen engagement across Lead Edge’s 700+ investor network.

Prior to joining Lead Edge in 2023, Michaela was a Partner at Tusk Venture Partners, where she led portfolio strategy for companies operating in highly regulated markets. She previously held roles in corporate communications and public policy at Nestlé and Burson-Marsteller. Michaela received her B.A. from Colgate University.

Lead Edge Capita

Lead Edge Capital is a $5 billion growth equity firm investing in software, internet, and tech-enabled businesses globally. Lead Edge is differentiated by its investor network of more than 700 executives, entrepreneurs and industry leaders who actively support portfolio companies through customer introductions, talent recruitment, and strategic guidance.

Founded in 2011, the firm partners with entrepreneurs and management teams where the Firm’s network can make a difference, and where speed, access, and execution matter. This network-driven model enables companies to scale more efficiently and capitalize on market opportunities.

The firm has invested in category-defining companies such as Alibaba, Asana, Benchling, Bumble, Duo Security, Grafana, Spotify, Toast, Uber, and Wise. Lead Edge combines institutional discipline with operator insight to back market leaders at critical inflection points.

Charles Bauer

Partner - Head of Investor Relations, EnCap Investments L.P.

Charles W. Bauer, Partner

Mr. Bauer serves as the head of investor relations and fundraising for EnCap Investments. Prior to joining EnCap in 2010, Mr. Bauer spent five years overseeing the investor relations and fundraising efforts of HM Capital Partners, a middle-market buyout firm based in Dallas. Previously, Mr. Bauer was Chief of Staff to U.S. Congressman Pete Sessions.

Mr. Bauer received a B.S. from Texas Christian University and a Master of Business Administration from the McCombs School of Business at The University of Texas at Austin.

EnCap Investments L.P.

EnCap has generated strong returns across multiple energy industry cycles by applying a lower-risk, disciplined philosophy that balances capital preservation and value creation. Throughout our history, EnCap has moved with the market to meet changing capital needs. The combination of abundant capital resources, decades-long experience and broad flexibility in structuring transactions uniquely positions EnCap to assist significantly in the value-creation process.
The firm has established a reputation as an innovative, value-added source of growth capital to the independent energy sector. EnCap professionals represent more than 500 years of experience in energy finance, operations and investment. EnCap principals, partners and staff work in close partnership with management teams by providing technical and capital markets expertise, strategic direction and enhanced acquisition and exit options.

Karen Bommart

Partner, Head of IR, Battery Ventures

Karen joined Battery in 2005 and heads the IR team, working to be a trusted and reliable source for the firm’s long-term investors, as well as forging relationships with new and interesting groups in the US and abroad.

For the first eight years of her tenure, she led the firm’s marketing and branding efforts, and provided hands-on support to its portfolio companies. She is an Executive Committee member of the NVCA’s Strategic Communications Group, a frequent panelist at PEI’s NYC IR Forum, and the organizer of a quarterly IR MeetUp in the Boston area. Karen spent her career in high-tech marketing and PR before migrating to financial services, holding increasingly senior positions with some of the industry’s most respected communications firms.

Her agency-side experience includes the position of managing director at NYPR, an independent marketing services firm based in New York City, as well as roles at FitzGerald Communications, Meridian Technology Marketing and Lois Paul & Partners (all acquired by Omnicom). Karen graduated cum laude from Tufts University.

Scott Brown

Partner, Head of Platform, Cervin Ventures

Scott Brown is a partner at Cervin Ventures leading the firm’s platform team delivering value creation support to portfolio companies and the investment team.

Scott has more than 25 years of B2B marketing experience in both start-ups and hypergrowth companies like Google, Facebook and Cisco. Most recently, he was CMO of Hum Capital, an early-stage fintech using AI to make institutional capital more data-driven and accessible for private companies. Previously he led marketing at Sapphire Ventures as the firm grew from $2 billion to $8 billion in Assets Under Management.

Scott holds a Masters in data-driven marketing from Northwestern University, and a bachelors in journalism from Drake University.

Scott enjoys the outdoors, outings with his family, learning obscure history facts and cooking / eating. Scott was runner up in the inaugural season of Gordon Ramsey’s Culinary Genius America reality cooking show

Cervin Ventures

Cervin Ventures is a U.S. venture capital firm specializing in early-stage investments in enterprise technology and B2B software companies. Founded in 2011, the firm manages $393 million in committed capital and is investing out of its sixth fund.

Cervin invests in the areas of AI applications, cloud infrastructure, cybersecurity, DevOps, and both functional and industry-specific software. Cervin backs companies from the earliest stages — Pre-Seed through Series A — and aims to lead or co-lead most investments.

With a team of 9 full-time professionals, Cervin maintains a focused, disciplined investment pace—making approximately 4 to 8 new investments per year. The firm’s commitment to early-stage enterprise software has made it a consistent and thoughtful partner to technical founders building the infrastructure of tomorrow’s business.

Rafael Canton

Reporter, PE Hub

Rafael Canton joined PEI Group nearly three years ago and serves as a reporter for PE Hub, which covers private equity deals and dealmakers in North America and Europe. Rafael covers private equity deals in the technology, consumer and sports sectors. Previously, Rafael was a brand marketing reporter for Adweek. His work has also appeared in Fast Company.

Richard Carpenter

Chief Executive Officer, Bladonmore

Richard Carpenter is CEO of Bladonmore, a New York and London-based communications advisor and provider that specializes in helping private equity groups, venture capitalists and listed entities tell their story to key audiences.

A former journalist, he has over 20 years’ experience helping some of the world’s leading organizations communicate. His client work has included advising the likes of Advent International, Apax, Permira, Stonepeak, HSBC, Meta, Alaska Airlines and The Walt Disney Corporation.

He is author to various books on corporate governance and investor communications – having also spent some time as editor of Investor Relations magazine. Richard is also a trained fund manager.

Bladonmore is a stakeholder communications agency that specializes in helping organizations communicate their stories to key audiences, such as investors, employees and the media.

Our reputation rests on making rapid and substantial change to image, impact, perception and presence. We believe that the reasons to buy from, invest in, work for or trust a company are all part of the same deeper brand story.

Our purpose is to uncover and craft your story – helping you to bridge worlds and connect with the people who matter to you most. We are strategic and agile; creative and execution-focused – advisors, designers, developers, film-makers, strategists and writers – bringing our firepower to bear on client communications. We work with large corporates, private equity groups, investors, family offices and not-for-profits across international borders from the US, to Europe and the Gulf.

We combine our expertise and capabilities to create maximum impact on behalf of our clients.

We transform communication.

Jen Fukui Castells

Founder & Communication Expert, Gravitas Partners

Jennifer Fukui Castells founded Gravitas Partners, a global communications firm dedicated to helping people speak with more impact through bespoke coaching and AI-driven analytics. As both a keynote speaker and communications coach, she has spent over a decade helping executives and creatives authentically connect with their audiences.

Jen’s expertise includes venture capital, private equity, AI, technology, robotics, healthcare and entertainment. She has a combination of deep industry experience, a proven methodology, and a track record of transforming how high-profile clients communicate under pressure.

Gravitas Partners

We help people communicate with Impact.

Bespoke communication coaching, harnessing AI analytics to deliver measurable outcomes.

Annie Caucci

Director of Marketing, NewSpring Capital

Annie Caucci leads the strategic marketing and communications efforts for NewSpring, a leading provider of private equity capital managing approximately $3.0 billion across five distinct strategies. She joined the NewSpring team in 2015 and leads all comprehensive marketing strategies and campaign creation in support of the Firm’s fundraising and business development objectives. Annie has over 20 years of strategic marketing experience, including digital marketing, brand development, corporate communications, creative direction, lead generation, and public relations. Before joining NewSpring, she served as the Marketing Director for Verdis Investment Management, a manager of private equity portfolios in real estate, energy, and other natural resources, where she was responsible for establishing marketing strategies and tactics to communicate services, offerings, and value to build awareness and sales opportunities. Prior to joining the financial services sector, Annie worked in the legal industry, where she held several marketing and administrative positions at RatnerPrestia and CozenO’Connor. Annie received a B.S. in Marketing from West Chester University of Pennsylvania.

NewSpring partners with the innovators, makers, and operators of high-performing companies in dynamic industries to catalyze new growth and seize compelling opportunities. The Firm manages approximately $2.5 billion across five distinct strategies covering the spectrum from growth equity and control buyouts to mezzanine debt. Having invested in over 180 companies, NewSpring brings a wealth of knowledge, experience, and resources to take growing companies to the next level and beyond. Partnering with management teams to help develop their businesses into market leaders, NewSpring identifies opportunities and builds relationships using its network of industry leaders and influencers across a wide array of operational areas and industries.

Catherine Chen

Director, IR, FFL Partners

Catherine Chen joined FFL Partners in 2016 and leads investor relations.

Prior to FFL, Catherine was a member of the Alternative Investments and Manager Selection group at Goldman Sachs, focused on private equity. During this time, she worked on direct investments, secondary transactions, and new fund commitments across a variety of industries.

Catherine graduated from Stanford University with a B.S. in Mathematical and Computational Science and an M.S. in Financial Mathematics.

FFL Partners

FFL Partners is a leading middle-market private equity firm that has been investing in high⁠-⁠quality companies since 1997. Based in San Francisco, FFL is a hyperspecialized, thematic investor focused on targeted areas within Healthcare and Tech-Enabled Services where the firm has deep expertise and broad networks. FFL employs a proprietary sourcing and value creation strategy called the Sector Exploration and Expertise Development (“SEED”) process. The firm aims to partner with exceptional management teams and employs a high⁠-⁠engagement approach to accelerate growth at its businesses. FFL currently has over $6 billion of cumulative capital commitments. For additional information, please visit fflpartners.com

Signe C.W. Conway

Managing Director, The Wallace Foundation

Signe Conway is a Managing Director on the Investments Team at the Wallace Foundation. She joined The Wallace Foundation in 2022. She assists the Chief Investment Officer in the management of the foundation’s investment portfolio. Her responsibilities include the selection and monitoring of investment managers across asset classes and assisting with asset allocation and portfolio positioning. Signe came to Wallace from the Metropolitan Museum of Art, where she helped manage the museum’s $5 billion endowment. She began her career at Bank of America Merrill Lynch working in the leveraged finance group. She graduated summa cum laude from Harvard College with a B.A. in classical languages and literature. She subsequently earned an M.B.A from Harvard Business School.

The Wallace Foundation

Founded in 2004, The Wallace Foundation is an independent foundation whose mission is to help all communities build a more vibrant and just future by fostering advances in the arts, education leadership, and youth development. The Wallace Foundation traces its origins back more than a half century to the philanthropic impulses of DeWitt and Lila Acheson Wallace, founders of The Reader’s Digest Association. Giving freely of their time and the wealth amassed from the “little magazine” they launched in 1922, the Wallaces contributed generously to a wide assortment of artistic, cultural and educational causes during their lifetimes.

Shavonne Johnson Correia

Head of Investor Relations and Marketing, KPS Capital Partners

Shavonne Correia is Head of Investor Relations & Marketing at KPS Capital Partners, a leading global private equity firm with $19.5 billion of assets under management (as of September 30, 2025). KPS makes controlling equity investments in manufacturing and industrial companies across a diverse array of industries. Named one of "Private Equity Women to Watch" by the Wall Street Journal Pro Private Equity, Mrs. Correia has focused on fundraising and marketing to institutional investors throughout her 20-year career in the alternative investments industry. Before joining KPS in 2016, Mrs. Correia focused on institutional fundraising at Pantheon Ventures and was a founding member and Vice President at Mercury Capital Advisors, a global private placement firm. She began her career in the Private Equity Funds Group within Investment Banking at Merrill Lynch. Mrs. Correia holds a B.S. in Business Administration with an emphasis in Finance from the University of Southern California.

KPS Capital Partners

KPS, through its affiliated management entities, is the manager of the KPS Special Situations Funds, a family of investment funds with approximately $19.5 billion of assets under management (as of September 30, 2025). For over three decades, the Partners of KPS have worked exclusively to realize significant capital appreciation by making controlling equity investments in manufacturing and industrial companies across a diverse array of industries, including basic materials, branded consumer, healthcare and luxury products, automotive parts, capital equipment and general manufacturing. KPS creates value for its investors by working constructively with talented management teams to make businesses better and generates investment returns by structurally improving the strategic position, competitiveness and profitability of its portfolio companies, rather than primarily relying on financial leverage.

Sean Cumiskey

Head of Investor Relations, Omega Funds

Sean joined Omega Funds in 2024. Prior to joining Omega, Sean was a Partner and Chief Strategy Officer at Yiheng Capital Management, an Asia-focused alternative investment manager, where he implemented growth strategies that resulted in assets increasing from $350 million to over $3 billion at peak.

Previously, Sean was a Director at Farallon Capital Management, with responsibility for new business development, product strategy and investor relations. Before Farallon, Sean was a Managing Director at York Capital Management, a global multi-asset alternative investment firm, where he directed key elements of the firm’s global investor relations efforts. Prior to York, Sean was on the Executive Committee at Ivy Asset Management, overseeing over $16 billion in global alternative investments.

Sean received his BA from the University of California, Los Angeles, and MBA from Columbia Business School.

Omega Funds is a life sciences venture capital firm founded in 2004, headquartered in Boston with an additional office in Geneva, Switzerland. Omega focuses on clinical stage assets that benefit patients and improve health outcomes for humanity in general; the firm aims to invest in exceptional entrepreneurs and impactful products across multiple therapeutic areas, including oncology, immunology, rare diseases, precision medicine and others. Omega has raised $2.2 billion since inception and its transatlantic team has invested in over 150 companies. The firm’s product-first strategy has generated 50 commercialized products, more than any other comparably sized manager, and has resulted in 48 M&A transactions and 45 IPOs.

Scott Couto

President, Star Mountain Capital

Scott Couto has over 30 years of experience in the asset management business, including executive leadership, distribution, investment strategy, marketing, and investment product development. Most recently, he was Executive Vice President and Head of North America at Columbia Threadneedle Investments, overseeing a $650+ billion asset management business. In this role, he was responsible for product development, marketing, institutional sales, and intermediary markets, and chaired several key committees.

Prior to Columbia Threadneedle, Mr. Couto served as President of Fidelity Institutional Asset Management, managing $580 billion in client AUM. He also held leadership roles at Evergreen Investments and Liberty Funds. Mr. Couto holds a B.S. in Finance from Babson College, is a Chartered Financial Analyst (CFA), and holds various FINRA licenses.

Mr. Couto has served on multiple boards, including the Insured Retirement Institute and the Posse Foundation.

Smita Dak-Shah

Principal, Private Equity, Sagard

Smita Dak is a Principal at Unigestion, based in New York, where she works across Investment Solutions, fundraising, and investor relations. She brings extensive experience spanning investments, portfolio management, and business development across global markets.

Prior to joining Unigestion, Smita spent over six years at Performance Equity Management as Head of Investor Relations, where she established and led the IR function. In this role, she partnered closely with senior management on product launches, marketing strategy, fundraising, and investor communications.

Earlier in her career, Smita served as a consultant at PineBridge Investments, leading investor relations initiatives. She also held the role of Vice President, Marketing & Investor Relations at The Tokarz Group/Public Pension Capital, where she contributed to the successful launch of the firm’s inaugural fund. She began her career in investment banking at JPMorgan and has held several roles in private equity, focusing on originating, structuring, executing, and monitoring investments.

Smita has lived and worked in India, Hong Kong, Australia, Switzerland, and the United States, bringing a truly global perspective to her work. She is a Chartered Accountant and holds a Bachelor of Commerce from the University of Mumbai.

Outside of work, Smita enjoys spending time with her family, practicing yoga, painting, reading, and traveling.

Rebecca Darcy

Managing Director, InvestorFlow

Rebecca Darcy is a Managing Director of Strategic Programs and Solutions at InvestorFlow, focusing on optimizing fundraising and client service operations for Global Asset Managers.

Rebecca’s career began in science, as a Research Assistant at New River Pharmaceuticals and later as a Research Associate at Weill Cornell Medical College, before transitioning into finance. She held roles at Calyon CIB in the Lodging department and at Artio Global Management, supporting large corporate and public funds, endowments, foundations, and key consultants. She then joined Angelo Gordon and became Head of Client Analytics, leading strategic planning initiatives for the Client Partnership Group. Rebecca also served as COO of Marketing and Investor Relations at Siguler Guff, blending her analytical background with her passion for building and supporting teams focused on institutional investments.

Rebecca holds a Bachelor of Science in Biochemistry from Virginia Tech and serves as a Trustee on the Board of Goodspeed Musicals.

Michelle Daubar

Partner, Investor Relations & Capital Formation, Oak HC/FT

Michelle Daubar is a Partner at Oak HC/FT, where she joined in 2015 and serves as Head of Investor Relations & Capital Formation. With 20+ years of experience, Michelle has secured nearly $10 billion in institutional capital. During her first nine years at Oak HC/FT, she also led the firm’s marketing and branding efforts and provided direct support to portfolio companies.

Prior, Michelle was Vice President of Investor Relations & Communications at General Catalyst, where she oversaw investor relations, fundraising, internal communications, and the firm’s marketing and public relations initiatives.

Earlier in her career, she led IR and marketing at Lighthouse Capital Partners and worked in the PE group at Standard Life Investments.

Michelle was named to Kayo’s 2025 Top 25 Women in Private Equity Funds list and is a member of the Private Equity Women Investor Network (PEWIN). She holds a B.S. from Suffolk University, summa cum laude.

Oak HC/FT

Oak HC/FT is a venture and growth equity firm investing in companies driving transformation in healthcare and fintech, two uniquely complementary and high-growth sectors. With deep domain expertise and strategic resources, Oak HC/FT partners with leading entrepreneurs at every stage, from seed to growth, to build businesses that make a measurable, lasting impact on these industries. Founded in 2014, the firm has $5.3 billion in assets under management. The partners at the firm have had 46 realizations and 35 companies achieving valuations in excess of $1 billion. "

Jenny Delaney

Head of Investor Relations for Equity Private Markets and GP/LP Solutions, BlackRock

Kristy DelMuto

Vice President, Marketing, Mainsail Partners

Kristy DelMuto serves as brand champion, chief storyteller and digital marketing leader at Mainsail Partners, helping to position the growth equity firm as the partner of choice for bootstrapped founders of vertical software companies.

In this role, Kristy is responsible for delivering content and experiences that clearly communicate the firm’s value to all key constituents, including founders, intermediaries and partners.

Prior to joining Mainsail, Kristy spent 12 years at LLR Partners where she developed the playbook for private equity brand marketing, creating and executing on strategic initiatives in support of deal sourcing, fundraising and recruiting. Earlier in her career, Kristy managed communications and social for NextGen Healthcare and led a team at public relations firm Gregory with clients in technology, life sciences and private equity.

Kristy is an active board member of Women Golfers Give Back and a past board member and marketing chair of ACG Philadelphia and ACGWomen.

About Mainsail Partners:

Mainsail Partners is a growth equity firm that invests in bootstrapped B2B software companies to help them grow into market leaders. Our team is purpose-built to include experienced investors and software operators who help founders build great teams, develop industry-leading products, design data-driven and scalable infrastructure, harness the power of AI to drive productivity and innovation, and grow market share. Mainsail’s hands-on support and best practices are delivered through a collaborative approach that respects founder-led cultures and helps build on each company’s commitment to its people and customers. With offices in Austin and San Francisco, Mainsail Partners has raised nearly $4 billion in committed capital and partnered with 100+ companies over the last 22+ years. For more information, visit www.mainsailpartners.com.

Farrell Denby

Corporate Communications, Oaktree Capital Management, L.P.

Farrell Denby leads Oaktree’s external communications for the Americas and internal communications globally. Prior to joining Oaktree in 2023, he was a member of the Corporate Communications team at BlackRock, where he spent nearly 12 years supporting various areas of the firm, most recently focused on corporate affairs, executive communications, and investment stewardship.

Previously, Farrell was an Account Executive at Tiberend Strategic Advisors, Inc., a strategic corporate communications agency. He holds a B.A. from Quinnipiac University.

Oaktree

Oaktree is a leader among global investment managers specializing in alternative investments, with $223 billion in assets under management as of December 31, 2025. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, equity, and real estate. The firm has more than 1,500 employees and offices in 26 cities worldwide. For additional information, please visit Oaktree’s website at www.oaktreecapital.com.

Rebecca Ellice-Flint

Principal, Investor Relations, Arcus Infrastructure Partners

Rebecca Ellice Flint is a Principal in Arcus Infrastructure Partners’ Capital Formation & Investor Relations team. In her role, she leads fundraising efforts for both flagship funds and co investments, while managing relationships and ongoing engagement with existing investors.

With over a decade of experience across infrastructure, investor relations, marketing, and fundraising, Rebecca is passionate about fostering best in class practices within a growing network of IR professionals. Prior to joining Arcus, she worked at Michael Page in London. Rebecca holds a BSc in Zoology from the University of New South Wales (Australia).

About Arcus

Arcus Infrastructure Partners is an independent fund manager focused solely on long-term investments in European infrastructure. Arcus invests on behalf of institutional investors through discretionary funds and currently manages €12.6bn of assets (as at 31 December 2025). Arcus targets mid-market, value-add infrastructure investments, with a particular focus on businesses in the digital, transport, logistics & industrials, and energy sectors. Further information on Arcus Infrastructure Partners can be found on www.arcusip.com

Mary Kathleen (MK) Flynn

Editor-in-Chief, PE Hub

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

Lauren Gambardella

Head of Talent, Arsenal Capital

Lauren Gambardella is the Head of Talent at Arsenal Capital Partners, where she leads the strategy and best practices for human capital across the Firm and its portfolio companies. This includes oversight of the internal talent function as well as ensuring that we have top talent in our portfolio companies through recruitment, assessment, organizational and individual development, and succession planning. Prior to Arsenal, Lauren was an Executive Recruiter at Spencer Stuart where she led C-Suite searches and launched a next-generation talent program.

Ray Grant

VP, Strategic Initiatives, Altvia

Ray Grant leads Partnerships and Strategic Initiatives at Altvia Solutions, where he focuses on expanding the firm’s technology ecosystem and driving innovation for alternative investment clients. He previously oversaw Customer Success, Support, and Managed Services, building high-performing teams and programs that strengthened client outcomes and product adoption.

Ray has extensive experience designing and implementing systems and processes for private equity, venture capital, and other alternative asset managers—spanning investment workflows, investor relations, fundraising, and back-office operations. He works closely with firms to enhance how they manage data, communicate with LPs, and leverage technology to scale.

Based in Denver with his wife and two children, Ray can usually be found skiing, hiking, or watching the Broncos, Nuggets, Avalanche, and (sadly) the Rockies.

Altvia

Altvia, a leading platform powering private capital from raise to results, unifies fundraising, deal, and investor workflows into one intelligent operating system. Built on enterprise-grade technology and proprietary AI, Altvia helps top-tier firms move faster, engage smarter, and scale without limits. Trusted by hundreds of private equity, venture capital, and other alternative investment firms, Altvia pairs relentless innovation with deep industry expertise to make operational excellence feel effortless. For more information on Altvia, visit altvia.com.

Dan Gunner

Director of Research and Analytics, PEI Group

Dan Gunner is Director of Research and Analytics at PEI. Based in London, Mr Gunner leads a global team of researchers and analysts who are responsible for profiling alternative asset investors and fund managers and tracking market developments. The team also produces in-depth research papers focussing on the LP-GP relationship and sentiment across all alternative asset classes, including private equity.

PEI is active in the international asset classes of private equity, real estate, infrastructure and private debt, with offices in London, New York and Hong Kong. Its market-leading publications include Private Equity International, Private Funds Management, PERE, Infrastructure Investor and Private Debt Investor. Wholly owned by management and staff, the company also organises conferences and publishes industry-related books and databases.

Prior to joining PEI in 2010, Mr Gunner was Operations Director at Emap, the London-based publisher. He was responsible for an information and insight service focussing on the workings of the British government and parliament. Mr Gunner holds a Bachelor of Social Science in Politics from the University of Bristol.

Cynthia Haidar

Director, Investments, Doris Duke Foundation

Cynthia Haidar is the director for investments at the Doris Duke Foundation. In this capacity, she is responsible for evaluating investment opportunities across multiple asset classes, including liquid alternative strategies, private equity, real estate and private credit investments. Prior to joining the foundation in 2021, Haidar spent over a decade at Gapstow Capital Partners, a credit-focused multi-manager and advisory firm, involved in various research and operational aspects of the business. Haidar earned a Master of Science in financial engineering from Columbia University and a Bachelor of Engineering in computer engineering from the Lebanese American University in Lebanon.

Doris Duke Foundation

The mission of the Doris Duke Foundation is to build a more creative, equitable and sustainable future. We work across three areas: Arts & Culture; Nature; and Health & Well-being.

Amy Harsch

Partner, Head of Capital Formation and Investor Relations, BayPine

Amy Harsch joined BayPine in 2025 as a Partner and Head of Capital Formation and Investor Relations. Before BayPine, she spent more than 15 years at American Securities, where she was a Managing Director and led their fundraising, investor relations, marketing, and public relations activities. Previously, Ms. Harsch was a Principal and Head of Investor Relations at Rhône. Earlier in her career, she held roles at Credit Suisse in the Private Fund Group, TD Capital Communications Partners, and Deutsche Bank in Investment Banking.

Ms. Harsch holds a BA from Yale University. She serves as Vice Chair of the Board of Trustees of Rippowam Cisqua School and was formerly a Trustee of Deerfield Academy.

Mac Hofeditz

Managing Director and Head of Marketing and Investor Relations, Vector Capital

Mac joined Vector as a Managing Director and Head of Marketing and Investor Relations in 2021. In this role, Mac leads global fundraising and investor relationship management for the firm’s private equity and credit funds.

For over 27 years, Mac has served as an adviser and fundraiser in the private equity industry covering a wide variety of investment strategies and opportunities. Since 2001, he has helped raise over $40B of capital commitments for over 80 private equity funds, including some of the leading and top performing private equity firms in the industry today.

Prior to joining Vector, Mac founded and led the Private Funds Group for GCA Advisors in 2014 (now Houlihan Lokey). Prior to GCA, Mac was a founding team member and Partner at Probitas Partners joining at its inception in 2001.

Mac graduated from the University of California, Los Angeles, with a B.A. in Political Science.

Michael Hong

Partner, Davis Polk

Michael advises fund-related clients on all manner of fund formation and investor relations, M&A and co-investment and regulatory matters. His clients include private equity, credit, hybrid capital, hedge, energy, real estate, co-investment and fund of funds managers.

Michael also advises on secondary transactions, GP-stake/seed sales and purchases, spin-outs and JVs. He also regularly represents sponsors and senior executives in “upper tier” arrangement, employment and separation matters.

His clients include Antares Capital, Harvest Partners, Golub Capital, TPG, Lightyear Capital, Frazier Healthcare, TruArc Partners, GHK Capital, Godspeed Capital, Durational Capital, Niobrara Capital, Ferghana Investment Partners, and Trilantic Capital.

Michael is widely recognized as a leading fund formation lawyer, is a frequent conference speaker and is regularly quoted in the financial press. From 2021 to 2024, he served as Chair of the New York City Bar’s Committee on Private Investment Funds.

Davis Polk & Wardwell LLP

Davis Polk & Wardwell LLP (including its associated entities) is an elite global law firm with world-class practices across the board. Industry-leading companies and global financial institutions know they can rely on us for their most challenging legal and business matters. The firm’s top-flight capabilities are grounded in a distinguished history of 175 years, and our global, forward-looking focus is supported by offices strategically located in the world’s key financial centers and political capitals. More than 1,000 lawyers collaborate seamlessly across practice groups and geographies to provide clients with exceptional service, sophisticated advice and creative, practical solutions. Visit davispolk.com.

Lauren Hubbert

Senior VP, Brookfield Asset Management

Lauren Hubbert is a Senior Vice President in Brookfield’s Global Client Group, where she focuses on Strategic Investor Engagement. Prior to joining Brookfield in 2020, Ms. Hubbert held senior Marketing and Investor Relations roles at Cerberus Capital Management, including managing the Investor Relations function for the firm. Ms. Hubbert previously 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 Asset Management

Brookfield Asset Management Ltd. (NYSE: BAM, TSX, BAM) is a leading global alternative asset manager, headquartered in New York, with over $1 trillion of assets under management across infrastructure, energy, private equity, real estate, and credit. We invest client capital for the long-term with a focus on real assets and essential service businesses that form the backbone of the global economy. We offer a range of alternative investment products to investors around the world — including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. We draw on Brookfield’s heritage as an owner and operator to invest for value and generate strong returns for our clients, across economic cycles.

Katie Hulgrave

Principal, Platinum Equity

Katie Hulgrave is the Head of Corporate Marketing at Platinum Equity.

Ms. Hulgrave joined Platinum Equity in 2013. She previously held positions at HP and in the Worldwide Marcom group at Apple. She began her career at Deutsch, working on accounts such as Coors Light, Old Navy and Mitsubishi.

Ms. Hulgrave holds an undergraduate degree in Economics from the Honors College at Michigan State University and a Master of Science from Northwestern University’s Medill School of Journalism.

Platinum Equity

Founded in 1995 by Tom Gores, Platinum Equity is a global investment firm with approximately $50 billion of assets under management and a portfolio of approximately 60 operating companies that serve customers around the world. Platinum Equity specializes in mergers, acquisitions and operations – a trademarked strategy it calls M&A&O® – acquiring and operating companies in a broad range of business markets, including manufacturing, distribution, transportation and logistics, equipment rental, metals services, media and entertainment, technology, telecommunications and other industries. Over the past 30 years Platinum Equity has completed more than 550 acquisitions.

Aarti Iyer

Senior Vice President, Communications and Marketing, Fengate Asset Management

Aarti oversees Fengate’s communications and marketing strategy and programs. She brings almost two decades of global experience in communications strategy, media relations and brand and reputation management, with a focus on private markets.

Prior to joining Fengate in 2024, Aarti led communications and marketing for seven years at Campbell Lutyens, a global private capital advisor. Previously, she was an Associate Partner at a leading public relations agency in London, UK, where she advised publicly listed and private firms across the banking, private equity and natural resources sectors. Prior to that she held roles in communications and investor relations at Northleaf Capital Partners and Ontario Teachers’ Pension Plan.

Aarti holds an Honours BA (English & French Literature) and MA (French Literature) from the University of Toronto and an MBA from London Business School.

Fengate Asset Management

Fengate Asset Management is a leading alternative investment manager, with more than $24 billion in assets under management, focused on private equity, infrastructure and real estate strategies. With offices and team members across Canada and the United States, Fengate leverages more than 50 years of entrepreneurial experience to deliver excellent investment results on behalf of its clients. Learn more at www.fengate.com.

Ashley Johansen

Managing Director and Head of Investor Relations, Monomoy Capital Partners

Ms. Johansen is the Head of Investor Relations at Monomoy. Prior to joining Monomoy, Ms. Johansen was a Partner and Head of Investor Relations and Fundraising for Coller Capital where she was responsible for building the investor relations platform and team as well as leading the Firm’s capital-raising initiatives. Additionally, Ms. Johansen served as a Principal for AlpInvest Partners, a Carlyle Group Company, and a senior member of the fundraising and investor relations team. She began her financial services career at CIBC World Markets in the marketing and communications group. Ms. Johansen graduated from the University of Kansas with a B.G.S. in Communications.

Monomoy Capital Partners

Monomoy Capital Partners is a private investment firm with over $5 billion in assets under management across a family of investment funds. Monomoy invests in the equity and debt of middle-market businesses that can benefit from operational and financial improvement with a focus on manufacturing, distribution and business services companies across industrial and consumer product sectors in North America.

Angela Johnson

Managing Principal and Head of Global Client Solutions and Strategic Partnerships, Noble Investment Group

Angela Johnson is a Managing Principal and Head of Global Client Solutions and Strategic Partnerships, where she is responsible for managing Noble's client relationships and cultivating innovative new strategies and investment products.

Before joining Noble in 2024, Mrs. Johnson was a Partner at Fifth Wall, where she led a team focused on global capital formation and investor relations. Mrs. Johnson has held various capital formation and product development roles at Torchlight Investors, KKR, and Partners Group. She began her career in hotels at RLJ Development (now RLJ Lodging Trust) where she held acquisitions, capital markets, and portfolio management roles. She has more than 20 years of experience in the real estate industry.

Mrs. Johnson earned a BBA from the University of Texas at Austin and an MBA from Harvard Business School. She is a member of the BBA Advisory Board for the McCombs School of Business, the Texas McCombs Real Estate Center Executive Council, the Real Estate Executive Council (REEC), and New York Women in Real Estate (WX).

Noble

Noble has been at the forefront of the travel and hospitality real estate sector for over three decades. With more than $6.0 billion invested across the United States, the organization has delivered sustained value creation, strengthened communities, and catalyzed economic development through meaningful job creation. Recognized as one of PERE’s Top 200 Global Investment Managers and consistently named a Best Place to Work by Pensions & Investments and the Atlanta Business Chronicle, Noble’s track record reflects both performance and purpose.

Noble is entrusted with preserving and compounding capital across market cycles as a fiduciary to many of the world’s leading institutional investors—including pension plans, endowments, foundations, wealth managers, and insurance companies. Our investments help secure the retirements of teachers, first responders, and other pensioners across the country, while also advancing educational opportunities for future generations.

Christopher Kelly

Sales Director (SIPA), North America, SIPA, Part of PEI

Chris brings over 13 years of experience in B2B tech sales, working at high-growth startups and established corporates. He has led commercial activities in the fundraising space at leading private markets SaaS platforms to deliver tailored solutions for GPs.

At PEI, Chris focuses on the SIPA offering where he manages new business relationships with LPs and GPs headquartered in North America . His role involves helping firms to adopt SIPA’s academically grounded, data-driven benchmarking and analytics tools to help investors make better allocation decisions and support funds raising capital.

Matt Krugman

Managing Director, Prospect Capital Management

Matt is a Managing Director and heads our US distribution team. He has been working in the financial services industry since 1998.

Prior to joining Prospect, Matt served as Director for Stepstone Global, one of the largest investors in the private markets. At Stepstone, Matt was responsible for distribution of Stepstone’s HNW funds to registered investment advisors (RIA) firms. Prior to that, Matt was a Regional Consultant for Black Creek Capital Markets (Now Ares Wealth), a specialist in real estate investment products. Before that he worked for Franklin Square Capital Partners in a similar role. Prior to Franklin Square, Matt spent 8 years as a Managing Principal at LMCG Investments in Boston, responsible for managing the firm’s private client team.

Matt received a BA from Oswego State University. He holds FINRA 7, 63, 65 and 26 licenses.

Ruth Lane

Head of Investor Relations, Sterling Investment Partners

Ruth Lane joined Sterling in 2023 and is Senior Managing Director and Head of Investor Relations. Ruth is responsible for overseeing investor relations and marketing at the Firm. Previously, Ruth was Head of Investor Relations at ATL Partners and MidOcean Partners. Prior to that, she ran Investor Relations at CIFC Asset Management. Before CIFC Asset Management, she was the Associate Director of Marketing and Investor Relations at Mount Kellett Capital Management. She started her career at Credit Suisse in the Research Sales & Trading division. Ruth earned an A.B. from Princeton University.

Stacey Monteiro Leanos

Partner - Fundraising & Investor Relations, Glynn Capital

Stacey Leanos serves as Partner, Fundraising and Investor Relations for Glynn Capital, an investment firm focusing on private and public technology companies for over 50 years. She is responsible for developing and implementing strategic priorities across investor relations, including leading the firm’s global fundraising efforts. Prior to Glynn Capital, she served as Director of Investor Relations for ACME Capital, a $1.5 billion early-stage venture capital firm focused on deeptech investments; as Associate Director of Investor and Public Relations for Cerus Corp., a publicly traded blood transfusion safety company; she held several roles with Bay City Capital, a $1.6 billion life sciences focused venture capital firm, most recently as Senior Director of Marketing and Investor Relations; and served as 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.

Glynn Capital Management LLC is a technology-focused investment firm located in San Francisco and Menlo Park. We have spent over 50 years honing our investment strategy and forging partnerships with entrepreneurs and other key investors in the technology ecosystem. We aspire to invest in what we consider to be disruptive companies, led by outstanding founders and teams, tackling exceptional markets. We believe that 50 years of long-standing institutional knowledge is rare, difficult to replicate, and foundational to our success. We honor and leverage our history, yet we continue to view ourselves as still only being at the starting line. We aim to generate attractive returns for our investors while being humble, thoughtful, and respected partners to those we see as this era’s most promising founders and leaders. We seek to invest in companies from the point of initial product-market fit, before they become obvious “winners” to others, and at valuations that are attractive and can retain optionality for liquidity. We attempt to scale our investments through the late-stage private markets as a company grows, and we continue to support them into the public markets. www.glynncapital.com

Debbie Liao

Partner – IR, Battery Ventures

Debbie is a partner on Battery’s IR team. She works day-to-day with the firm’s long-term investors while establishing and building lasting relationships with sophisticated new investors around the world.

Debbie has nearly 10 years of experience in the private equity world. She was most recently based in Hong Kong as a managing director with TransPacific, a boutique placement agency with an emphasis on Asia. She has worked with a number of top-tier GPs across venture, growth and buyout strategies.

Before that, Debbie worked in brand marketing and real estate, including stints at companies in the U.S., Hong Kong and Taiwan. She held marketing and strategy roles at companies including Burt’s Bees, Clorox and Pepperidge Farm. Debbie started her career at Mercer Management Consulting.

Debbie graduated from Stanford with a BA in economics and also holds an MBA from Harvard Business School. She is a member of the Aspen Institute’s Aspen Global Leadership Network and a China Fellow.

David Lippin

Managing Director & Head of Investor Relations, One Equity Partners

David Lippin joined OEP in 2016 as Partner and Head of Investor Relations based in New York and is a member of the ESG Committee.

Prior to joining OEP, Mr. Lippin worked at Sun Capital Partners where he led investor relations activities including working closely with limited partners, managing the firm’s public relations efforts, raising capital, and additional strategic initiatives. Before joining Sun Capital, Mr. Lippin was Director of Australian Investments at GoldPoint Partners where he evaluated mezzanine investments, private equity fund investments, and equity co-investments. Prior to GoldPoint, Mr. Lippin worked at First Manhattan Consulting Group, providing business strategy and due diligence services to private equity firms and financial institutions.

Mr. Lippin received a Bachelor of Arts in Economics from Harvard College.

Ken MacFadyen

Vice President, Marketing & Communications, Audax

Ken MacFadyen oversees Marketing & Communications for Audax Group. Prior to joining Audax in 2022, he held senior communications roles at BackBay Communications, Panera, and The TJX Companies, and previously spent more than a decade as an editor and reporter covering private equity and private credit.

He earned a B.A. in English from the University of New Hampshire, where he was elected to Phi Beta Kappa.

Shelley Capito Macleod

Vice President, Marketing, Catalio Capital Management

Shelley is Vice President of Marketing at Catalio where she has responsibility for building relationships with institutional investors in North America. Prior to joining Catalio, she was the Head of Investor Relations for Tusk Venture Partners, an early-stage venture capital firm. She built the Investor Relations function, focusing on deepening relationships with new and existing investors, and also led the talent and development initiatives for the firm. Prior to Tusk, Shelley was a Vice President at J.P. Morgan Chase, where she served in several Sales and Strategy roles in both the Commercial Bank and the Investment Bank.

Shelley earned her B.A. degree in History from Duke University, where she played varsity volleyball, and an M.B.A. from the Wharton School at the University of Pennsylvania.

About Catalio

Catalio is a healthcare-focused investment firm dedicated to innovative life sciences, investing across private equity, private credit, and public equities. The firm manages approximately $2.4 billion in assets and focuses on identifying and supporting category-defining businesses across the global healthcare landscape.

Catalio leverages a differentiated sourcing and diligence model, supported by a network of experienced scientists, operators, and entrepreneurs, enabling deep domain expertise across therapeutics, diagnostics, devices, and tools. The firm partners with companies at the forefront of scientific and technological advancement, where breakthrough innovation is paired with strong management and execution.

Harmony Marques

Investor Relations and Capital Formation Manager, TZP Group

Harmony Marques is Manager of Investor Relations and Capital Formation at TZP Group, where she is responsible for investor engagement, fundraising and strategic marketing initiatives across the firm. Prior to joining TZP Group in 2023, she was a Lead Research Associate at Third Bridge, conducting investment research in the consumer sector for institutional clients across a range of asset classes. Harmony earned a B.B.A. in Finance from Baruch College.

TZP

TZP is a ~$2B AUM private equity platform with 18 years of operating history, focused on lower middle market founder-owned businesses. Across 8 committed funds, the firm has completed 57 investments through a multi-strategy approach spanning buyouts, non-control growth and structured capital.

Ben Mazza

Head of Digital Solutions, Gen II

Ben has over 27 years of experience in the technology industry, working across multiple departments including sales, operations, marketing, strategy, pricing, product management, and long-term planning. In his previous role, Ben spent more than eight years at InvestorFlow LLC as Chief Operating Officer and then VP of Sales - helping the firm transition from a traditional software company with perpetual licenses and selling upgrades to a SaaS model.

Prior to InvestorFlow, Ben was COO at Investment Café, where he was the first full-time employee tasked with launching the platform into the alternative asset market, and then later scaling the business from a start-up to a global enterprise with offices around the world and a solution that supports thousands of funds. Ben spent over 12 years at Investment Café and successfully managed the firm during its sale and integration with eFront in 2012. Ben's 23 years in alternative assets encompass areas including investor portals, portfolio management, CRM, fundraising, LP communications, and investor relations

Kate McGann

Principal, Corporate Communications & PR, Hamilton Lane

Kate is a Principal on the Corporate Communications team, responsible for the firm’s media relations and external communications efforts globally.

Prior to joining Hamilton Lane in 2016, Kate was a Director with Broadridge Financial Solutions (NYSE: BR) where she managed communications at the corporate level and for the firm’s capital markets business. Previously, she was with financial public relations agency Prosek covering the alternatives space, and began her career at Qorvis Communications in Washington, D.C.

Kate received a B.S. in English Journalism from Fairfield University.

Kyle Mc Garvey

Head of Investor Relations, ITE Management L.P.

Kyle Mc Garvey is a Director at ITE Management and has over 15 years of experience in investor relations.

She joins ITE Management from Fitch Ratings where she was a Director of U.S. Investor Development. Prior to Fitch Ratings, Kyle was the Director of Investor Relations at Legion Partners, an activist manager.

While there, she oversaw fundraising, investor relationships, fund marketing and communications. Kyle spent over a decade managing investor relationships for alternative asset managers, including Bridgewater Associates and J.P. Morgan.

Kyle started her career as an investor relations analyst at Cedar Lane Asset Management, a private credit fund.

Natalya Michaels

Head of Investor Relations, Paine Schwartz Partners

Natalya Michaels is the Head of Investor Relations at Paine Schwartz Partners.

Ms. Michaels joined Paine Schwartz Partners in 2022 as Head of Investor Relations. She is also a member of the firm’s ESG committee. Prior to joining, she was a Managing Director at MidOcean Partners, responsible for Marketing and Investor Relations of its private equity and credit products. Prior to that, she was a Managing Director at Artisan Partners, where she served as the Head of Business Development for the Thematic Equity Team. Previously, Ms. Michaels spent nine years on the Marketing and Investor Relations team at Eton Park Capital Management, a large multi-strategy investment firm. She began her career at Goldman Sachs in 1998 where she worked in New York and London in the investment banking and private equity businesses of the firm.

Ms. Michaels is a graduate of The Wharton School, University of Pennsylvania (Bachelor of Science in Finance and Marketing, magna cum laude). She was born in Minsk, Belarus and raised in Fair Lawn, New Jersey.

Paine Schwartz Partners

Paine Schwartz Partners is the largest private equity firm dedicated to sustainable food chain investing, with ~$6.5 billion of AUM and over 20 years of experience. The firm invests across specific segments of the food and agribusiness value chain, with a focus on two core investment themes: productivity and sustainability and health and wellness. Through its proactive, thesis-driven approach, the firm targets value-added and differentiated companies and makes primarily control buyout investments, with a smaller allocation to growth companies. Learn more at www.paineschwartz.com.

Bridget Michalowski

Investor Relations Manager, Clean Energy Ventures

Ashley Nahmias

Director of Investor Relations, Excelsior Energy Capital

Ms. Nahmias brings over 18 years of investor relations and marketing experience within the private markets and energy industry. Prior to joining Excelsior Energy Capital, Ms. Nahmias was a Partner at Darien Group, a marketing and communications firm specializing in private markets. Prior to Darien Group, Ms. Nahmias spent 15 years managing investor relations at ArcLight Capital Partners, a Boston-based energy infrastructure manager. Ms. Nahmias received her BA from Rollins College in Communications and Studio Art.

Excelsior Energy Capital

Excelsior Energy Capital is a clean energy infrastructure fund focused on middle-market investments in wind, solar and battery storage plants, and businesses across North America. The highly specialized team brings over 100 years of combined experience and a comprehensive set of strategic, financial, legal and operational expertise, making Excelsior Energy Capital a valuable partner for developers and operators, and a trusted manager for investors. Based in Minneapolis, Minnesota, the firm was founded in 2017 with two active funds totaling over $1.5 billion of equity capital. For more information, visit www.excelsiorcapital.com.

Oliver Norton

Head of Americas, Atominvest

Oliver Norton leads Atominvest’s commercial strategy, bringing over 15 years of industry experience across asset management, software sales and investor relations. Oliver also serves as Head of Americas, where he is responsible for expanding the firm’s regional presence, strengthening client partnerships, and driving continued growth across key markets.

Prior to joining Atominvest, Oliver held roles at Goldman Sachs Asset Management, where he managed wealth and institutional client relationships for capital raising efforts across GSAM’s alternatives fund strategies.

Atominvest

Atominvest is a leading technology provider for private markets asset managers, offering a unified software platform that streamlines investor relations, AI-powered portfolio management, and compliance workflows. With over 150K users globally and more than $5 trillion in AUM supported, Atominvest powers investor and portfolio operations across private equity, private credit, growth equity, and asset management firms.

Brad Pietras

Partner, Chief Financial Officer and Head of Operations, 154 Partners

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 clients in the alternatives industry. 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.

154 Partners

154 Partners is a New York-based private equity firm that focuses on partnering with founder- and family-built businesses in the lower-middle market. Founded in 2025 by former Blackstone colleagues, the firm targets control and shared-control investments in North American companies with strong cash flow and growth potential through operational improvements and strategic M&A.

With a close-knit team of professionals across investment, deal origination, strategy, and operations, 154 Partners provides management teams the support to accelerate growth through access to capital and operational resources. The investors and advisors of the firm’s fund include business founders and operators who bring decades of experience to the fund and its investment strategy.

For more information, please visit www.154partners.com.

Kathryn Pothier

Partner, Epiris

Kathryn is an Equity Partner at Epiris, where she leads the firm's investor relations, fundraising, marketing and communications activities. With more than fifteen years of experience in investor relations, business development, and fundraising across asset classes, Kathryn is an active mentor and is enthusiastic about championing others on their journeys in the private markets industry.

Kathryn holds a master's degree in International Relations from the University of Cambridge, and an undergraduate degree in Music Composition, Piano Performance, East Asian Studies and Chinese from Vanderbilt University.

When she's not at work, she enjoys spending time with her husband and four young children.

Epiris

Epiris is a private equity firm building great businesses that deliver outstanding returns for investors. The firm focuses on identifying and resolving the complexities which hold businesses back, providing fresh capital and thinking to reposition businesses strategically and in terms of scale and growth. It targets control positions in UK and international businesses with an enterprise value of between £75 million and £750 million, deploying between £50 million and £250 million of equity in each investment.

Lindsey Press

Global Head of Investor Relations, HGGC

Lindsey joined HGGC in 2023 and oversees all fundraising efforts for the firm, including strategy development and execution of all capital formation and investor communication activities. Lindsey leads the Investor Relations and Marketing Committees and is a member of the DEI, ESG, Marketing, and Valuation Committees within HGGC.

Prior to joining HGGC, Lindsey was a Director of Marketing & Investor Relations at global technology investment firm Silver Lake Partners, where she helped manage the firm’s fundraising, marketing, and investor coverage efforts across all firm strategies. Previously, she was an Associate Director of the Private Funds Group at UBS Investment Bank, advising private equity firms on third party fundraising mandates. Earlier in her career, Lindsey held positions in sponsor finance and investment banking at American Capital, Goldman Sachs and Credit Suisse.

Lindsey received her A.B. in History of Art and Architecture from Harvard College, where she played Varsity Squash for four years and served as Captain in the 2004-2005 school year.

Caroline Redmond

Managing Director, Head of Investor Relations, CIFC Asset Management

Ms. Redmond has over 19 years of experience in investor relations and marketing. Prior to joining CIFC, she spent four years as an Associate Vice President at OFS Capital Management where she managed their marketing and investor relations across OFS’s public and private funds. Prior to OFS, Ms. Redmond spent over seven years at Palisade Capital Management, most recently as an Assistant Vice President where she led relationship management across both the firms traditional and alternative strategies. Ms. Redmond began her career at Aetos Alternatives Management, where she spent nearly five years on the business development and client services team. Ms. Redmond graduated from Villanova University with a B.S. in Finance and International Business.

Anne-Sophie Roy

Senior Vice President, Investor Relations, Axium Infrastructure

Anne-Sophie has more than 25 years of experience working in a broad range of functional areas including strategy, M&A, corporate planning, treasury and investor relations.

Anne-Sophie joined Axium Infrastructure in 2014 and holds primary responsibility for investor relations, including fund raising, client servicing and reporting. She also serves as a member of the Investment Committee.

Prior to joining Axium, Anne-Sophie worked as treasurer and director Corporate Finance and Investor Relations at Yellow Media Inc. As part of her role, she was in charge of managing the relationship and communications with capital market participants. Anne-Sophie was also involved in pension plan management and corporate planning. Previously, she was director Corporate Finance at Telesystem International Wireless Inc. where she was involved in financial and operational performance monitoring of international operations, the oversight of budgeting and planning process as well as investor relations.

Anne-Sophie holds a Bachelor of Business Administration degree from HEC Montréal where she specialized in finance and an MBA from Laval University.

Samantha Rubin

Vice President – Investor Relations, Tiger Infrastructure Partners

Sammy Rubin is an Investor Relations Vice President at Tiger Infrastructure Partners. Previously, Sammy was an Associate at PJT Partners in the Park Hill Real Estate Group. Sammy holds a Bachelor of Business Administration from the Ross School of Business at the University of Michigan.

Tiger Infrastructure Partners

Tiger Infrastructure Partners (“Tiger Infrastructure”) is an innovative private equity firm focused on providing transformational growth capital to middle market infrastructure companies. Tiger Infrastructure’s value-add approach targets growth investments across the Digital Infrastructure, Energy Transition and Transportation sectors in North America and Europe, where we believe strong tailwinds are driving demand for new infrastructure. Tiger Infrastructure maintains offices in New York and London.

Miriam Sanders

Director, Investor Relations, Sands Capital

Miriam is Director of Investor Relations at Sands Capital. In her role, Miriam leads efforts to cultivate and deepen relationships with both existing and prospective clients, with a focus on fund partnerships, co-investments, and strategic business development initiatives. Miriam brings more than a decade of experience across private equity, financial services, and strategic planning. Prior to joining Sands Capital, she was a Director at Blackstone, where she held roles spanning External Relations and Financial Planning. Earlier in her career, Miriam was an Analyst at Barclays Capital. She earned a Bachelor of Science in Finance from the University of North Carolina Wilmington’s Cameron School of Business. Miriam lives in Washington DC with her husband, and their two children, Mabel and Julian.

Sands Capital is an active, long-term investor in leading innovative growth businesses, globally. Our approach combines analytical rigor and creative thinking to identify high-quality growth businesses that are creating the future. Through an integrated investment platform spanning alternatives, growth equity and public equity, we provide growth capital solutions to institutions and fund sponsors in more than 30 countries.

Ellinor Schrewelius

Principal, Investor Relations, Verdane

Ellinor Schrewelius leads Investor Relations in Americas for Verdane, based in New York since 2025. She joined Verdane in Stockholm in 2021 from the Sixth Swedish National Pension Fund (AP6). At AP6, she held a position as Investment Director of Fund Investments as well as a permanent position on the Fund’s dedicated sustainability and ESG team. Prior to that, Ellinor held a position as Investment Director at the Swedish Ministry of Enterprise, venture capital experience from working at HealthCap as an Investment Associate focusing on investments in life sciences, and previous experience from management consulting and investment banking in Stockholm, London, and New York.

Verdane

Verdane is a specialist growth buyout investment firm that partners with tech-enabled and sustainable businesses that help to digitalise and decarbonise the European economy. The flexible mandates of Verdane funds allow it to invest as a majority or minority control investor, replacement or growth capital, in single companies or in portfolios of companies

Verdane has raised €9 billion in capital and its funds have made more than 200 investments in fast-growing businesses since 2003. Verdane’s team of over 150 investment professionals and operating experts is based out of Berlin, Copenhagen, London, Helsinki, Munich, Oslo and Stockholm and combines deep sector expertise with long-standing local networks and presence in core European markets.

Verdane is also a certified B Corporation. The firm only backs businesses that pass its 2040 test, which indicates whether the company can thrive in a more sustainable future economy. Verdane is partly owned by the Verdane Foundation.

Antonia Schwartz

Managing Director, Head of Investor Relations, Lotus Infrastructure Partners

Antonia Schwartz is a Managing Director and Head of Investor Relations of Lotus Infrastructure Partners with responsibility for our fundraising and ongoing investor communication efforts.

Prior to joining Lotus in June 2023, Ms. Schwartz held comparable roles at the Private Equity investment firms, Waud Capital Partners, LLC in Chicago and Bregal Investments in New York as well as at the infrastructure investment firm, Alinda Capital Partners, LLC in Greenwich, CT. She began her career in the commercial and investment bank at Citigroup, Inc.

Ms. Schwartz holds a Master of Arts in International Relations from the School of Advanced International Studies at Johns Hopkins University and a Bachelor of Science in Business from Virginia Polytechnic Institute and State University.

Lotus Infrastructure

Lotus Infrastructure Partners, LP (“Lotus”, the “Firm” or “we”) specializes in infrastructure investments along the entire value chain of energy and related sectors as well as other industries that benefit from sustainability and energy transition trends. Our main focus areas include assets that produce and move electrons (such as renewable power generation, battery storage, electric transmission, and thermal power with paths to decarbonizing) and molecules (ammonia, hydrogen, renewable diesel, renewable natural gas, sustainable aviation fuel, carbon capture and sequestration, and related midstream and downstream assets). Our longstanding focus on renewable energy solutions provides us differentiated perspectives on recent developments in the energy transition space including sustainability, electrification and decarbonization of the global economy in the face of rapidly rising energy demands and costs. Lotus has raised in excess of $3 billion of equity capital and has executed transactions totaling more than $8 billion in enterprise value, inclusive of approximately $2.8 billion in enterprise value related to the development and construction of renewable assets such as wind farms, solar farms, renewable natural gas (RNG) projects, energy storage and biomass power plants. The Lotus team brings extensive multi-functional expertise to all of its investments, including development, construction, operations, acquisition and financing.

Yokasta Segura-Baez

Managing Director, Investor Relations, ArcLight Capital Partners

Yokasta Segura-Baez is a Managing Director of Fundraising and Investor Relations at ArcLight, where she is responsible for fundraising and investor relations.

Prior to joining ArcLight, she held senior fundraising roles at Ardian, Pantheon, Campbell Lutyens, and Capital Dynamics. Over the course of her career, she has led and supported capital raises across private markets, including private equity primaries, secondaries and co-investments, private credit, and infrastructure strategies.

In addition to her fundraising responsibilities, Yokasta is actively involved in advancing ArcLight’s sustainability initiatives.

Yokasta holds a J.D. in International Law and an M.A. in International Relations and Politics from the Universidad Católica Santo Domingo, as well as a Finance Certification from New York University.

About ArcLight

ArcLight is a leading infrastructure investor which has been investing in critical electrification infrastructure since its founding in 2001. ArcLight has owned, controlled or operated ~70 GW of assets and 48,000 miles of electric and gas transmission and storage infrastructure representing more than $80 billion of enterprise value. ArcLight has a long and proven history of value-added investing across its core investment sectors including power, hydro, solar, wind, battery storage, electric transmission, natural gas transmission, storage infrastructure and digital power to support the growing need for power, reliability, security, and sustainability. ArcLight's team employs an operationally intensive investment approach that benefits from its dedicated in-house strategic, technical, operational, and commercial specialists, as well as the firm's ~2,000-person asset management partner. For more information, please visit www.arclight.com.

References to "ArcLight" herein refers to ArcLight Capital Partners, LLC and/or its managed investment vehicles, as the context requires.

Leslie Shribman

Head of Communications, Advent International

Leslie Shribman joined Advent in 2023 and is Head of Communications, based in New York.

Prior to joining Advent, Leslie served as Senior Director for Global Communications at TPG. Before joining TPG, she spent 13 years at Goldman Sachs, most recently serving as the Head of Corporate Communications for Asset Management and Alternatives Investing. In these roles, she designed and executed the firms’ corporate communications strategies and served as a company spokesperson. Prior to her time in communications, Leslie was an Investment Banking Analyst at Goldman Sachs.

Leslie received a BA in Classical Languages and Literature from Dartmouth College.

Advent International

Advent is a leading global private equity investor committed to working in partnership with management teams, entrepreneurs, and founders to help transform businesses. With 16 offices across five continents, we oversee more than USD $100 billion in assets under management* and have made 448 investments across 44 countries.

Since our founding in 1984, we have developed specialist market expertise across our five core sectors: business & financial services, consumer, healthcare, industrial, and technology. This approach is bolstered by our deep sub-sector knowledge, which informs every aspect of our investment strategy, from sourcing opportunities to working in partnership with management to execute value creation plans. We bring hands-on operational expertise to enhance and accelerate businesses.

As one of the largest privately-owned partnerships, our 655 colleagues leverage the full ecosystem of Advent’s global resources, including our Portfolio Support Group, insights provided by industry expert Operating Partners and Operations Advisors, as well as bespoke tools to support and guide our portfolio companies as they seek to achieve their strategic goals.

To learn more, visit our website or connect with us on LinkedIn.

*Assets under management (AUM) as of September 30, 2025. AUM includes assets attributable to Advent advisory clients as well as employee and third-party co-investment vehicles.

Jake Siewert

Head of Global Public Policy and Political Risk, Warburg Pincus

Jake Siewert is based in New York as a Managing Director and the Head of Global Public Policy and Political Risk at Warburg Pincus, where he also oversees the Sustainability Strategy group. He is also a member of the firm’s Executive Management Group. Jake joined Warburg Pincus in 2021 from Goldman Sachs where he was a Partner and directed the firm’s global communications, content, and marketing efforts. Before he joined Goldman Sachs in 2012, Jake worked as a Counselor to Secretary of the Treasury, Timothy F. Geithner, during the global financial crisis and its aftermath. Prior to his service in the Obama Administration, he was an Executive at Alcoa where he served on the Management Committee and had oversight of business development, sustainability, environment, health and safety, government affairs, and communications during his eight years there. Prior to that, Jake worked for eight years in the White House during the Clinton Administration in a variety of posts including, an Advisor to the Director of the National Economic Council and as the White House Press Secretary. He currently serves as a Trustee at the Mystic Seaport Museum and Grace Church School. Jake graduated from Yale College with a BA summa cum laude in Humanities.

Nikki Stokes

Head of Partnerships, Otro Capital

Nikki Stokes is Head of Partnerships at Otro and oversees Investor Relations, Marketing, and Communications. Additionally, she supports Otro’s portfolio companies with their strategic partnerships and external engagement.

Prior to joining Otro, Nikki served as Chief of Staff for Ariel Alternatives, the private equity subsidiary of Ariel Investments. Reporting to the CEO, she led investor relations and partnered with the firm’s leadership on strategic growth. The firm’s first fund closed with $1.45 billion in capital and is one of the largest funds raised by a first-time manager globally. Nikki started at Ariel Investments as Chief of Staff to the Co-CEO & President, and served as a member of the firm’s Risk Committee.

Nikki began her career at the National Basketball Association (NBA) leading partnerships for its minor league, the NBA Gatorade League. In this capacity, she owned relationships with 17 corporate sponsors such as MGM Resorts International and Kia, acquired new business, and negotiated upsells. She was also co-chair of the NBA’s Black employee resource group.

Nikki is a director of the International Spy Museum and PeacePlayers US, and a trustee of Georgetown University’s George F. Baker Scholars. She holds a B.A. in Government from Georgetown University, with a minor in African American Studies. She was named to Forbes’ 30 Under 30 in 2024.

Junaid Subhan

Vice-President, Legal Affairs & Chief Compliance Officer, Sagard

Junaid Subhan is Vice-President, Legal Affairs and Chief Compliance Officer at Sagard. In this role, Mr. Subhan leads Sagard’s global regulatory compliance program. Mr. Subhan has deep experience in building and scaling legal, regulatory and compliance functions at asset management firms and believes that technology, data and artificial intelligence are and will be key tools for legal and compliance professionals.

Prior to Sagard, Mr. Subhan served as Head of Legal and Compliance at a fintech asset manager and was a corporate and securities lawyer at the Toronto offices of Stikeman Elliott LLP.

Mr. Subhan is called to the bars of New York State and the Province of Ontario and earned degrees in common law and civil law at McGill University.

Sagard

Sagard is a global multi-strategy alternative asset management firm with $33B in assets under management active in venture capital, private equity, private credit, and real estate. Sagard also engages in private wealth management through Sagard Wealth.

Hadi Tabbaa

Managing Director, Foresite Capital

Hadi joined Foresite Capital in 2023 to lead the firm’s investor relations, capital formation and strategic business initiatives program. He joined Foresite from B Capital Group, where he was as a Partner & Global Head of Investor Relations. Prior to B Capital, he was at Coatue Management, a technology-focused investment manager he joined in 2017 as a senior member of the Investor Relations department. He previously spent nine years in a variety of roles at BlackRock, including head of cross-border corporate transactions and as a coverage officer in BlackRock’s Institutional Client Business. Earlier in his career, he was an investment banker at Lehman Brothers and a management consultant at McKinsey & Company. Hadi graduated from Rice University summa cum laude with a BA in Political Science and Economics, and he earned his JD from Stanford Law School.

Foresite Capital

Foresite Capital is a $3.0b multi-stage healthcare and life sciences investment firm addressing areas of great unmet need by funding promising businesses at all stages of their life cycles. Foresite was founded by Jim Tananbaum, MD, in 2011. Earlier in his career Jim co-founded GelTex (acquired for $1.4bn by Sanofi-Genzyme) and Theravance, which subsequently became Innoviva (Nasdaq: INVA) and Theravance Biopharma (Nasdaq: TBPH).

Chris Tamms

Network Director, Peer-to-Peer Memberships, PEI Group

Chris Tamms joined PEI over three years ago and serves as the Network Director for the Investor Relations Network and the Private Funds CFO Network. She previously worked for Cambridge University Press in New York City working with customer insights and global community management. Chris received a Master of Science in Communication from Purdue University and an International Trade & French degree from Clemson University. During her undergraduate years, she studied at business school in the Loire Valley of France.

Iris Tomczyk

Principal, DigitalBridge

Katie Twomey

Senior Vice President of Finance & Operations, Illumen Capital

Katie Twomey is passionate about using innovative methods of financing to advance social and economic justice and to positively impact people, communities, sectors, and markets. She moves forward this work through her role at Illumen Capital as the SVP of Finance & Operations and Chief Compliance Officer.

Prior to joining Illumen Capital, Katie led the finance, operations & HR functions at the nonprofit organization, Mama Hope, which aims to create a new global approach to tackling injustice in which communities hold the power and resources they need to drive their own futures. She began her career at Apollo Global Management, providing compliance support to PE, credit, and real estate businesses to ensure compliance with FINRA, SEC, state, federal, and international regulations.

Katie earned a BS in Management from Boston College's Carroll School of Management and holds an MBA from the Heller School for Social Policy and Management at Brandeis University.

Illumen Capital is a fund of funds specializing in the next generation of diverse-led venture and private equity firms. Illumen Capital invests in venture, growth, and private equity funds, and works closely with fund managers to install a set of strategies and tools designed to reduce racial and gender bias in the hiring, investment, and company support processes. This research-informed bias reduction program – supported by a strategic relationship with Stanford SPARQ - empowers fund managers to expand their investable landscape and uplift entrepreneurs who have historically been overlooked and underestimated.

Bhavika Vyas

Managing Director, Stepstone Group

Ms. Vyas is a member of the responsible investing team at StepStone, with a focus on impact investing. She is also involved in the Firm’s responsible investing initiative.

Prior to StepStone, Ms. Vyas was a managing director at East Rock Capital, a multi-family office, and focused on private equity co-investing. Before that, Ms. Vyas was a vice president on the private equity and co-investment teams at Goldman Sachs Investment Management and Siguler Guff, covering a wide range of strategies, including impact investing, energy and infrastructure, emerging markets private equity, distressed and traditional buyouts. Ms. Vyas also spent time as a portfolio manager at the Acumen Fund, an impact investment manager, focused on emerging market water and sanitation issues, and was a founder of Velocitas Partners, a responsible investing advisory firm.

Ms. Vyas received an MBA from Stanford Business School and a BSE from Duke University.

Mike Weinberg

Managing Partner, LLCP

Michael Weinberg joined LLCP in 2008 and currently serves as a Managing Partner of the Firm and Co-Chairperson of the Investment Committee. In this capacity, he is responsible for LLCP’s global investment activities which include deal origination and structuring, sector strategy, and capital markets activities. In addition, Michael oversees the Firm’s Investor Relations Team and capital raising activities. He is a member of the Executive and Investment Committees.

Prior to joining LLCP, Michael was a founding partner of CastleHill Investment Management, focused on private capital solutions for the middle market. Prior to that, he was a Principal and senior investment professional with FriedbergMilstein, a middle market investment boutique. Earlier in his career, Michael held several key roles within BNP Paribas’ Merchant Banking Group and Ernst & Young LLP, both in New York. Michael received a B.S. in Accounting from Binghamton University and an M.B.A. from Columbia University."

Andrea Wenner

Managing Director of Investor Relations and Strategic Partnerships, MSquared

Andrea is the Managing Director of Investor Relations and Strategic Partnerships at MSquared, leading capital raising efforts and spearheading external partnerships.

Prior to joining MSquared, Andrea was the Managing Director of Development & External Affairs and Managing Director of Strategic Initiatives at East Harlem Tutorial Program. While at EHTP, Andrea led a $45 million capital campaign and oversaw annual fundraising efforts, increasing giving by nearly 300%. She also spearheaded a $75MM project to build a high school, managed the ground-up development and opening of a $35MM PreK-8 school building, and launched the organization’s Pre-K program.

Previously, Andrea was the Founder and Executive Director of Out2Play, a non-profit organization that built 180 playgrounds in New York City public schools. Andrea oversaw the development cycle, raised over $35 million in public and private funding, and over the course of eight years, successfully fulfilled the organization’s goal to build a playground for every NYC elementary school that needed one.

Andrea received her B.A. from Yale University and her MBA from Columbia Business School.

Lauren Young

IR Associate, LIGO Family Office Partners, and Founder of Living Waters

Lauren Young serves as an external advisor to several single-family offices and a private markets strategist with more than 12 years of experience across capital formation, consulting, healthcare, insurance, and family office oversight. She is the founding Principal of Young Management Advisors and Founder of Living Waters Global, where she advises families, founders, and physicians on investment strategy, liquidity events, portfolio diversification, and relationship-driven capital formation.

Lauren’s work has included structuring multi-million-dollar partnerships, medical distribution, supporting family office and private wealth engagement, and helping early-stage and middle-market businesses better position themselves for institutional, strategic, and high-net-worth capital. Her experience spans both debt and equity solutions, with a particular focus on healthcare, impact-oriented opportunities, and values-aligned investing.

Known for her thoughtful communication style and ability to connect across diverse stakeholders, Lauren brings a practical, trust-centered perspective to conversations at the intersection of investors, operators, and advisors. As a moderator, she is especially focused on fostering meaningful dialogue, surfacing actionable insights, and helping audiences engage productively with complex issues in today’s private markets environment.

Lauren holds a degree in Biological Sciences from the University of Texas at Dallas, and has pursued continued executive education through Columbia Business School, expected after 2026. She was a 2023 Fellow of the Economic Club of New York. And currently, belongs to the National Society of Black Engineers, and is a member a various family office club programs.

Cherry Zhi

Principal, Investor Relations, Paine Schwartz Partners

Ms. Zhi joined Paine Schwartz Partners in 2022. Prior to joining the firm, she worked at Ares Management, where she focused on credit investor relations. She began her career at RBC Capital Markets as an Investment Banking Analyst in the Securitization Group.

Ms. Zhi is a graduate of the Wharton School, University of Pennsylvania (Bachelor of Science in Economics, magna cum laude). She was raised in Vancouver, Canada.

Paine Schwartz Partners

Paine Schwartz Partners is the largest private equity firm dedicated to sustainable food chain investing, with ~$6.5 billion of AUM and over 20 years of experience. The firm invests across specific segments of the food and agribusiness value chain, with a focus on two core investment themes: productivity and sustainability and health and wellness. Through its proactive, thesis-driven approach, the firm targets value-added and differentiated companies and makes primarily control buyout investments, with a smaller allocation to growth companies. Learn more at www.paineschwartz.com.

Jennifer Zhu

Managing Director, Investor Relations, Incline Equity Partners

Jennifer Zhu is a Managing Director, Investor Relations at Incline Equity Partners. Joining in May 2022, she is responsible for Incline’s investor relations and fundraising activities and supports the firm’s marketing and communication efforts.

Previously, Jenny served as Director of Investor Relations at Blue Wolf Capital Partners and Vice President of Investor Relations at J.C. Flowers & Co. Prior to that, she was a Senior Account Executive at Joele Frank, where she focused strategic financial communications. She started her career as an Analyst in the Financial Sponsors group of Citigroup’s Investment Banking Division.

Jenny received a B.S.F.S. in International Economics from Georgetown University’s Edmund A. Walsh School of Foreign Service.

Incline Equity Partners

Incline Equity Partners is a leading private equity firm dedicated to investing across the middle market in services, value-added distribution and specialized light manufacturing companies. Incline is generally seeking growing companies with enterprise values of $25 – $750 million. Incline’s typical investment types are ownership transitions for privately held businesses, buyouts and corporate divestitures within the U.S. and Canada.

Mary Armstrong

Managing Director, Global Head of Marketing & Communications, General Atlantic

Mary Armstrong is the Global Head of Marketing & Communications at General Atlantic, a leading global growth equity firm. In that role, she oversees the strategic communications and marketing program for the firm. She also provides counsel to its more than 145 portfolio companies around the world in spanning technology, consumer, financial services, healthcare and life sciences businesses. Mary is a member of the firm’s Operating Committee and helps direct the firm’s philanthropic activities through her role on the Board of the General Atlantic Foundation.

She also serves on the board of British American Business.

Prior to joining General Atlantic in 2018, Mary was the Director of Communications, Americas at Warburg Pincus, a global private equity firm focused on growth investing. Her work included overseeing the firm’s communications program as well as M&A support, crisis and issues management, corporate positioning, investor relations, public affairs and employee engagement for its portfolio companies. Mary also served as a member of the firm's Environmental, Social and Governance Committee.

Before Warburg Pincus, Mary served as a Director at Brunswick Group, an advisory firm specializing in business critical issues, where she worked in the New York, Shanghai, and San Francisco offices. She advised global clients across sectors, with a particular focus on financial institutions. She also provided counsel on major domestic and cross-border mandates including AB InBev’s acquisition of Grupo Modelo; Facebook's acquisition of WhatsApp; the business separations of both Kraft and Abbott; Delta Air Lines’ integration with Northwest; and supported the Securities Industry and Financial Markets Association (SIFMA) during the height of the financial crisis and regulatory reform debate.

Mary is a graduate of the Robertson Scholars Leadership Program, a joint merit scholarship between the University of North Carolina at Chapel Hill and Duke University.

General Atlantic is a leading global growth equity firm with more than four decades of experience providing capital and strategic support for over 400 growth companies throughout its history. Established in 1980 to partner with visionary entrepreneurs and deliver lasting impact, the firm combines a collaborative global approach, sector specific expertise, a long-term investment horizon and a deep understanding of growth drivers to partner with great entrepreneurs and management teams to scale innovative businesses around the world. General Atlantic currently has over $65 billion in assets under management inclusive of all products as of June 30, 2021 and more than 175 investment professionals based in New York, Amsterdam, Beijing, Hong Kong, Jakarta, London, Mexico City, Mumbai, Munich, Palo Alto, São Paulo, Shanghai, Singapore and Stamford. For more information on General Atlantic, please visit the website: www.generalatlantic.com.

Caitlin Brodie

Managing Director, Carlyle

Caitlin Brodie is a Managing Director with Carlyle. Ms. Brodie is based in New York and specializes in business development and investor relations across the platform. Since joining Carlyle in 2013, she has been actively involved in the firm’s fundraising efforts and in cultivating strategic partnerships.
Prior to joining Carlyle, Ms. Brodie was a Senior Vice President at Abrdn, where she directed the firm’s capital raising efforts throughout the United States. Ms. Brodie has worked with a broad range of institutional clients throughout her career and was previously with UBS and Lehman Brothers.
Ms. Brodie holds a Bachelor of Arts in economics from Columbia University, from which she graduated magna cum laude.
She is actively involved in philanthropic efforts, most notably on behalf of Memorial Sloan Kettering Cancer Center. Ms Brodie holds Series 24, 7, 63, and 66 licenses, and she is registered in every state.

Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit and Global Investment Solutions. With $293 billion of assets under management as of September 30, 2021, Carlyle’s purpose is to invest wisely and create value on behalf of its investors, portfolio companies and the communities in which we live and invest. Carlyle employs more than 1,800 people in 26 offices across five continents.

Jennifer Delaney

Head of Investor Relations for Equity Private Markets, BlackRock

Jenny Delaney, CFA, Managing Director, is Head of Investor Relations for BlackRock's Equity Private Markets business, based in New York. She is responsible for delivering a best in class client experience to both our existing and prospective clients. Working in partnership with our investors and our global distribution teams Jenny represents the suite of capabilities BlackRock offers in private equity, secondaries and real estate. Prior to her current role Jenny oversaw BlackRock's public equites institutional business for Fundamental Equities, helping our clients solve their key challenges in public equity markets. She delivered our full range of public equities capabilities to our clients, providing a link to the investment teams via macro insights and detailed portfolio views. Ms Delaney has spent her career working in equity markets, both public and private. Prior to joining Blackrock in September 2017 Ms Delaney worked as a portfolio specialist on Morgan Stanley Investment Management’s Global Emerging Markets Team servicing clients across the globe. Ms Delaney started her career at UBS where she worked for 11 years writing research on the multi asset portfolio as well as global and emerging market equities. Ms Delaney graduated from Cambridge University, England with a BA in Economics (Hons). She is a CFA Charterholder. Ms Delaney sits on the board of the Karen Hilltribes Trust, a UK non-profit which works to improve livelihoods in the Karen community of Northern Thailand.

About BlackRock in the U.S.

We’re an asset manager and one of the world’s leading providers of investment, advisory, and risk management solutions. We’re a fiduciary to our clients, and by investing on their behalf, we help millions of hardworking Americans experience financial well-being.

Lindsay DeLarme

Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.

Ms. DeLarme is responsible for leading the execution of Oaktree’s global corporate communications, branding and marketing program activities. Ms. DeLarme joined Oaktree in 2013 following her graduation from Duke University's Fuqua School of Business, where she was a Keller Scholar and received an M.B.A. with a dual concentration in Product Management and Market Analysis & Strategy. Prior to Oaktree, Ms. DeLarme worked at Goldman Sachs as an associate in the firm’s Investment Management Division and at J.P. Morgan as an analyst in their Investment Banking Division. She holds a B.S. degree in business administration graduating magna cum laude from Georgetown University.

Oaktree is a leader among global investment managers specializing in alternative investments, with $164 billion in assets under management as of March 31, 2022. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,000 employees and offices in 20 cities worldwide. For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com/.

Susan Stella

Head of Investor Relations and Impact, Activate Capital

Susan has nearly two decades of experience leading investor relations in the venture capital and private equity industry. At Activate, she is responsible for leading all investor engagement, executing the firm’s communications, and overseeing sustainability reporting.

Prior to Activate, Susan was an IR and marketing advisor to the private equity and venture capital industry. Previously, she was Principal and Director of Investor Relations and Marketing with Knightsbridge Advisers, Director of the Thunderbird Global Private Equity Center, and Partner & Co-founder at Venture Archetypes, a strategic advisory firm.

Susan's global perspective is shaped by a postgraduate fellowship with the Robert Bosch Foundation in Germany, service in the US Peace Corps, and United Nations in Mongolia. She is a board advisor and frequent speaker at PEI’s NYC IR Forum and Chair of the Board of Directors of global exchange nonprofit Cultural Vistas.

She holds a degree, with honors, from Drake University and an MBA in International Management from Thunderbird School of Global Management, where she earned the prestigious Barton Kyle Yount Award.

Activate Capital is a growth-stage venture capital firm investing in the sustainable, resilient transformation of the global economy (activatecap.com).

Elizabeth Yates

Senior Director, Investor Relations and Head of Americas, Thoma Bravo

Elizabeth Yates is Managing Director, Investor Relations, at Thoma Bravo. Based in San Francisco, she joined the firm in 2016. Previously, Elizabeth was part of the private equity project management and origination team at Park Hill Group (Blackstone) in New York. She started her career as an investment banking Analyst in the Mergers & Acquisitions Group at UBS Investment Bank in New York. Liz holds a BS in Economics from The Wharton School of University of Pennsylvania.

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Director of Equity Strategy Research, FLP Atrato Consulting

Professor of Corporate Communication, The Tuck School of Business at Dartmouth

Global Head of Marketing & Corporate Affairs, General Atlantic

Chief Communications Officer, Lead Edge Capital

Partner - Head of Investor Relations, EnCap Investments L.P.

President, Strategic & Digital Solutions, Gen II

Chief Executive Officer, Bladonmore

Director of Marketing, NewSpring Capital

Director, IR, FFL Partners

Head of Investor Relations and Marketing, KPS Capital Partners

Managing Director - Investor Relations, Insight Partners

Head of Investor Relations, Omega Funds

Principal, Private Equity, Sagard

Head of Investor Relations for Equity Private Markets and GP/LP Solutions, BlackRock

Managing Director and Head of Marketing & Communications, Oaktree Capital Management, L.P.

Vice President, Marketing, Mainsail Partners

Partner, Investor Relations & Capital Formation, Oak HC/FT

Principal, Investor Relations, Arcus Infrastructure Partners

VP, Strategic Initiatives, Altvia

Partner, Head of Capital Formation and Investor Relations, BayPine

Managing Director and Head of Marketing and Investor Relations, Vector Capital

Senior Vice President, Communications and Marketing, Fengate Asset Management

Managing Director and Head of Investor Relations, Monomoy Capital Partners

Managing Principal and Head of Global Client Solutions and Strategic Partnerships, Noble Investment Group

Head of Investor Relations, Sterling Investment Partners

Partner - Fundraising & Investor Relations, Glynn Capital

Partner – IR, Battery Ventures

Managing Director & Head of Investor Relations, One Equity Partners

Director of Investor Relations, Excelsior Energy Capital

Vice President, Marketing & Communications, Audax

Head of Investor Relations, ITE Management L.P.

Head of Investor Relations, Paine Schwartz Partners

Partner, Epiris

Managing Director, Head of Investor Relations, CIFC Asset Management

Head of Strategic Relationships, Prospect Capital

Senior Vice President, Investor Relations, Axium Infrastructure

Vice President – Investor Relations, Tiger Infrastructure Partners

Director, Investor Relations, Sands Capital

Managing Director, Head of Investor Relations, Lotus Infrastructure Partners

Head of Global Public Policy and Political Risk, Warburg Pincus

Managing Director, Foresite Capital

Network Director, Peer-to-Peer Memberships, PEI Group

Principal, DigitalBridge

Partner, Head of Investor Relations, M13

Vice President and the Head of Investor Relations, Grey Rock Investment Partners

Managing Partner, LLCP

Managing Director of Investor Relations and Strategic Partnerships, MSquared

IR Associate, LIGO Family Office Partners, and Founder of Living Waters

Principal, Investor Relations, Paine Schwartz Partners

Managing Director, Investor Relations, Incline Equity Partners

Kristy DelMuto

LLR Partners

Kelsey Clute

HCI Equity Partners

Michelle Ball

HKW, Inc.

Kelsey Clute

HCI Equity Partners

Michelle Ball

HKW, Inc.

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