Investor Relations, Marketing & Communications Forum New York 2024

Mary E. Adams, CMP

Founder & CEO, Avivant Partners

Mary is the founder and Founder & CEO, Avivant Partners, a recognized leader in meetings, events, and association management since 2004.

With nearly two decades of experience as a Certified Meeting Professional (CMP), Mary’s expertise includes a focus on financial services association and event management, marketing, and communications. Mary received certification for Virtual Event & Meeting Management from the Event Leadership Institute.

Mary earned her MBA from Fordham University, where she graduated with honors from Beta Gamma Sigma, American Marketing Association, and Phi Kappa Phi. She holds a bachelor’s degree in Business Administration from Miami University in Oxford, Ohio.

Dominique Ahumada

Head of Capital Partnerships, Lead Edge Capital

Dominique is the Head of Capital Partnerships at Lead Edge Capital. Prior to joining Lead Edge in 2022, Dominique served as the Head of Capital Partnerships & Talent at Honeycomb Asset Management, the Director of Investor Relations at Coatue, Investor Relations Principal at TPG-Axon, and began her career at Citi. Dominique earned a B.A. in Public Policy with a minor in Economics from Duke University where she was a member of the swim team.

Lead Edge Capital is a $5B growth equity investment fund investing $25 million to $300 million across public and private tech companies. LEC focuses on making investments in software, internet, and tech-enabled services businesses globally. In addition to providing capital, Lead Edge leverages an investor base of over 700+ strategic individuals to help portfolio companies accelerate growth by connecting customers, partners, talent, and advisors.

Brian Anderson

Senior Conference Producer, Private Equity International

As Senior Conference Producer, Brian produces PEI’s Investor Relations, Marketing and Communications Forum events in San Diego and New York and will also launch the Private Fund Compliance Operations Forum: New York this fall. Brian works with advisory boards, speakers, and a stellar cross-functional PEI team to ensure that PEI’s events provide what you and your peers need to know and be able to do to. Brian has previously produced conferences for CISOs, top sellers on Amazon, and leaders from a variety of roles in the life science industry. In addition to his teaching experience, Brian draws on his experience conducting professional development for schoolteachers and leaders to ensure that the agenda and conference program meets participants’ needs.
Brian has over 20 years of experience supporting learners who are underserved and underrepresented in K12 and higher education by leading programs at Harvard Medical School, the Massachusetts Center for Charter Public Schools, the Network for Teaching Entrepreneurship, Pacific Science Center and varsity wrestling.
Brian graduated from Princeton University where he earned an A.B. (e.g., Princeton’s highfalutin version of a B.A) in Anthropology. He is a denizen of Brooklyn where he once rescued a falcon. He enjoys his adventures with his wife and a lively five-year old.

Ernesto Anguilla

Partner, Head of Communications & Public Affairs, Bain Capital

Mr. Anguilla joined Bain Capital in 2013. He is a Partner and serves as Global Head of Communications and Public Affairs. In his role, Mr. Anguilla oversees external and internal communications, public affairs, philanthropic programs, brand marketing and events for Bain Capital and its business units globally.

Prior to joining the firm, Mr. Anguilla was Senior Vice President and Global Marketing and Corporate Affairs Communications Executive for Bank of America, where he was responsible for numerous corporate communications functions. Earlier in his career, he worked as Press Secretary to U.S. Congressman Patrick Kennedy of Rhode Island. He also worked at Lois Paul & Partners, a public relations firm in Massachusetts focused on the technology space, and as a reporter and editor for the Warwick Beacon, a twice-weekly newspaper in Warwick, Rhode Island.

Anguilla graduated from Trinity College in Hartford, Connecticut with a Bachelor’s Degree in Political Science in 1999. He currently chairs the Board of Directors for MENTOR: The National Mentoring Partnership, a nonprofit organization focused on improving the quality and quantity of mentoring relationships for American youth. He also sits on the Board of Trustees of the Carroll School, an independent day school for elementary and middle school students who have been diagnosed with specific learning disabilities in reading and writing, such as dyslexia.

Anguilla lives in Newton, Massachusetts with his wife, Melissa, and three children, Elliot, Luca, and Beatrice.

About Bain Capital:
We are one of the world’s leading private investment firms with approximately $180 billion in assets under management that creates lasting impact for our investors, teams, businesses and the communities in which we live. Founded in 1984, we pioneered a consulting-based approach to private equity investing, partnering closely with management teams to offer the insights that challenge conventional thinking, build great businesses and improve operations. Over time, we have organically expanded this approach across asset classes to build one of the strongest alternative asset platforms in the world.

Today, our teams strive to create value through private equity, public equity, fixed income, credit, venture capital and real estate investments across multiple sectors, industries, and geographies. We believe that our people and the shared values we’ve espoused since our founding remain the core of our competitive advantage. This has empowered us to deliver an enduring impact to a diverse group of investors including pensions, endowments, foundations and individuals.

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.

Christopher Ashrafi

Chief Client Officer, InvestorFlow

Chris is the Chief Client Officer at InvestorFlow. In this role, he oversees our Client Enablement teams, which include Professional Services, Client Success and all Global Operations. His teams are dedicated to accelerating the deployment of innovative solutions for many of the world’s largest and most complex alternative investment managers. The InvestorFlow Client Enablement teams include more than 65 experienced professionals supporting and advising nearly 200 clients on CRM best practices, strategic data integration solutions, marketing automation strategies, and intelligent digital engagement with their investors.

Prior to joining InvestorFlow, Chris spent more than 18 years as a management consultant where he focused exclusively on the financial services and alternative investment industries. His experience at such companies as IBM and Ernst & Young spans large-scale business and technology transformations, including integrations and implementations that enhance business processes, reduce cost, and manage risk.

Chris received his Bachelor of Science in Finance from Marist College.

Rush Baker

Partner, Head of Investor Relations, Edison Partners

Rush joined Edison Partners in 2022 and leads the firm’s investor relations and capital formation efforts. Rush has over 20 years of financial, operational, and government leadership experience.

Most recently as a Partner at Snowbridge Advisors, a New York-based private fund placement platform that specializes in private equity and debt fund advisory and capitalization. He began his career in finance at the New York offices of Deutsche Bank Asset Management where he was a Vice President on the Alternative Investments division. His responsibilities included investor relations, capital raising, and internal corporate investments.

Prior to joining the private sector, Rush held a variety of positions in the U.S. Government which included the U.S. Department of State serving in Washington, D.C. and Lisbon, Portugal; Legislative Affairs at the U.S. Department of Housing and Urban Development (HUD); and, as a U.S. Senate and U.S. House of Representatives staff member.

BS, University of Tennessee at Knoxville

MBA, Thunderbird School of Global Management.

For over 35 years, Edison Partners has been helping CEOs and their executive teams grow and scale their companies. The firm's investment team brings more than 275 years of combined investing and operating experience to each investment. Through a unique combination of growth capital and the Edison Edge platform, consisting of operating centers of excellence, the Edison Director Network, and executive education programs, Edison employs a truly integrated approach to accelerating growth and creating value for businesses. With experts in enterprise solutions, financial technology and healthcare IT, Edison targets high-growth companies located outside Silicon Valley with $10 million to $30 million in revenue. Investments also include buyouts, recapitalizations, spinouts, and secondary stock purchases. Edison's active portfolio has created aggregated market value exceeding $10 billion. Edison Partners manages $1.6 billion in assets. For more information on Edison Partners, please visit the website: www.edisonpartners.com. Follow on LinkedIn.

Michael Bane

Head of US Investor Relations, Ardian

Michael Bane joined Ardian in 2011. He established the US Investor Relations team that he currently heads and now comprises of eight professionals between New York, San Francisco, and Santiago. He has been instrumental for developing and maintaining client relationships and fundraising activities in both North America and Latin America. Prior to joining Ardian, Michael previously worked for five years as Vice President within PCG Asset Management and for four years within State Street Corporation. He graduated with a degree in Finance and Economics from Boston College. He is based in New York.

Education: Graduated from Boston College in Finance & Economics

Ardian is a world-leading private investment house with assets of US$112bn managed or advised in Europe, the Americas and Asia. The company is majority-owned by its employees. It keeps entrepreneurship at its heart and focuses on delivering excellent investment performance to its global investor base. Through its commitment to shared outcomes for all stakeholders, Ardian’s activities fuel individual, corporate and economic growth around the world. Holding close its core values of excellence, loyalty and entrepreneurship, Ardian maintains a truly global network, with more than 750 employees working from fifteen offices across Europe (Frankfurt, Jersey, London, Luxembourg, Madrid, Milan, Paris and Zurich), the Americas (New York, San Francisco and Santiago) and Asia (Beijing, Singapore, Tokyo and Seoul). It manages funds on behalf of more than 1,200 clients through five pillars of investment expertise: Fund of Funds, Direct Funds, Infrastructure, Real Estate and Private Debt.

Devin Banerjee

Sr. Managing Editor, Industry News & Community, LinkedIn

Devin Banerjee is a senior managing editor at LinkedIn, leading a team of journalists and community managers covering key industries such as finance, technology and health care for LinkedIn's membership of 1 billion professionals. Prior to joining LinkedIn in 2018, Banerjee was an editor and reporter at Bloomberg, where he oversaw coverage of private equity in North America. He previously reported for The Wall Street Journal in New Delhi, Korea JoongAng Daily in Seoul and other media organizations. Banerjee is an honors graduate of Stanford University, where he was editor-in-chief of The Stanford Daily, and he holds the Chartered Financial Analyst (CFA) designation.

Founded in 2003, LinkedIn connects the world's professionals to make them more productive and successful. With more than 1 billion members worldwide, including executives from every Fortune 500 company, LinkedIn is the world's largest professional network.

Rich Beecher

Managing Director, Head of Investor Relations, Fundamental Advisors

Rich Beecher is the Head of Investor Relations for Fundamental, where he oversees Fundamental’s capital raising, marketing, and other investor relations efforts. Prior to joining Fundamental, Mr. Beecher was a Vice President at Fortress Investment Group, where he focused on capital formation and business development for the firm’s private equity, real estate, credit and absolute return strategies. Prior to joining Fortress in 2007, Mr. Beecher worked for PwC as an auditor in the Alternative Investment Fund Services group. Mr. Beecher graduated summa cum laude with a B.S. in Accounting & Business Administration from Towson University. Mr. Beecher holds the Chartered Financial Analyst designation and is a Certified Public Accountant (inactive).

Founded in 2007, Fundamental is a leading alternative asset management firm dedicated to municipal and public purpose investing. Our firm operates at the intersection of municipal finance, community assets and special situations. Fundamental employs an adaptive approach, investing across capital structures, sectors and sub-sectors within our target markets. Our investments are often essential to the community and include affordable, workforce and transitional housing, alternative energy, senior care, and infrastructure (including community redevelopment). With a focus on cash-flowing, asset-based investments in essential service verticals, we aim to provide consistent total returns, downside protection and less correlation to traditional markets.

Dominic Borrasch

Portfolio Manager, Private Equity, AustralianSuper

Dominic Borrasch is a Portfolio Manager in AustralianSuper’s Private Equity Investments team in New York. Within the investments team, Dominic’s focus is to originate, evaluate, execute, and manage Private Equity co-investments and co-underwrite transactions in addition to the selection, evaluation and management of Private Equity fund investments in North America and Europe. Dominic joined AustralianSuper in July 2022 as the Private Equity team’s second hire to help grow the new US office, with the goal to strategically build a large team to help manage AustralianSuper’s existing US portfolio and pursue new opportunities to deliver attractive, long-term risk-adjusted returns for AustralianSuper’s currently 3.3 million members. Prior to AustralianSuper, Dominic was a Senior Investment Director in SwanCap Partners’ New York office, where he led private equity co-investments and primary fund commitments in the US. Dominic started his career in New York in 2010 as the first junior hire of UniCredit Bank’s M&A advisory and principal investments team. Dominic has a master’s degree in business administration from the University of Augsburg, Germany, with a study abroad in economics and international management at the University of New South Wales, Australian School of Business, in Sydney, Australia.

AustralianSuper is the largest pension fund in Australia and in the top 20 largest pension funds globally. More than 3.3 million members, including one in seven working Australian’s, trust AustralianSuper to invest nearly US$200 billion on their behalf. AustralianSuper has over 300 in-house investment professionals with expertise across all asset classes, with a growing global footprint. The purpose is to help members achieve their best financial position in retirement.

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.

Nadine Cannata

Managing Director, Marketing & Communications, Northleaf Capital Partners

Nadine leads the global branding, marketing and communications activities for Northleaf’s private markets platform.

Previously, Nadine was a Vice President, Investor Relations, responsible for investor relations, business development and communications activities with respect to Northleaf’s infrastructure funds and separately managed accounts. Prior to that, she was a Vice President, Investor Operations, responsible for the financial reporting of Northleaf’s global private equity program. Prior to joining Northleaf’s predecessor, TD Capital, in 2002, Nadine was Manager, Financial Reporting, at Dynamic Mutual Funds. She began her career at KPMG in the Audit and Assurance group.

Nadine received a Bachelor of Business Administration (Honours) from Wilfrid Laurier University and holds the Chartered Professional Accountant designation.

Northleaf Capital Partners is a global private markets investment firm with more than $25 billion in private equity, private credit and infrastructure commitments raised to date from public, corporate and multi-employer pension plans, endowments, foundations, financial institutions and family offices. Northleaf’s 250-person team is located in Toronto, Chicago, London, Los Angeles, Melbourne, Menlo Park, Montreal, New York and Tokyo. Northleaf sources, evaluates and manages private markets investments globally, with a focus on mid-market companies and assets.

Rebecca Chia

Head of Business Development and Investor Relations, Atalaya

Rebecca Chia is Head of Business Development and Investor Relations at Atalaya and is responsible for overseeing all client-facing activities of the Firm. Prior to joining Atalaya, Rebecca served as Head of Marketing at Third Point Management LLC and spent the majority of her career at Davidson Kempner Capital Management, where she was the Head of Asia-Pacific Sales and Client Service. She began her career as an investment banking analyst at Lehman Brothers. She holds a BS in Economics and Journalism from Northwestern University and is a Chartered Alternative Investment Analyst (CAIA).

Atalaya Capital Management is a privately held, SEC-registered alternative investment advisory firm founded in 2006. The firm currently manages approximately $10 billion in assets on behalf of investors globally.

Kelsey Clute

Vice President of Investor Relations, Arlington Capital Partners

Kelsey Clute is the Vice President of Investor Relations at Arlington Capital Partners. As part of the IR team at Arlington, Kelsey is responsible for supporting the investor relations program, including fundraising, investor relations, marketing and communications. Prior to Arlington, Kelsey spent twelve years at HCI Equity Partners where she led the firm’s marketing, public relations, investor communications and events, including the Annual Meeting for Limited Partners. Previously Kelsey was a senior marketing associate at Advisory Board, a research, technology and consulting firm specializing in healthcare and education. Kelsey is a graduate of the Grady School of Journalism at the University of Georgia where she received a B.A. in Journalism.

Arlington Capital Partners is a Washington, DC-based private equity firm that has managed approximately $7 billion in capital commitments. Arlington is focused on middle market investment opportunities in growth industries including aerospace & defense, government services and technology, healthcare, and business services and software. The firm’s professionals and network have a unique combination of operating and private equity experience that enable Arlington to be a value-added investor. Arlington invests in companies in partnership with high quality management teams that are motivated to establish and/or advance their company’s position as leading competitors in their field. For more information, visit Arlington Capital’s website at www.arlingtoncap.com.

Jack Cohen

VP Content and Engagement, General Catalyst

Jack Cohen launched his career on the startup side, helping scale meal-kit startup Blue Apron from regional to national operations and an IPO as Head of Community. At the time, Community was considered a minor province of Marketing, and social media channels were often an afterthought. But after Jack expanded Blue Apron’s online following from thousands to millions by constantly leveraging new platforms with creative and dedicated strategies, the venture industry came calling.

At early-stage firm FirstMark, Jack created Guilds—a product & community for CXOs across both the firm’s portfolio and the broader tech ecosystem—scaling it to over 1,500 leaders across 700+ companies in tech. The primary purpose of the Guilds was to provide venture-backed startup leaders with impactful communities, resources, and playbooks to better themselves and the organizations they lead. At the same time, Jack created engaging content across a range of channels, helping draw even more new founders to the firm for their first institutional investments.

He came to General Catalyst to apply his expertise in content and engagement to the firm’s mission of responsible innovation. As he notes, one or two companies can disrupt an industry, but transforming a major sector on a global scale requires engaged communities of companies and investors who can consistently tell a compelling story about their purpose and strategy.

An accomplished photographer, Jack prowls greater New York with a camera in his hand when he’s not out fishing, playing tennis, or mentoring youth in underserved neighborhoods.

Catherine Coleman

Head of Investor Relations, WindRose Health Investors

Ms. Coleman serves as the Head of Investor Relations at WindRose Health Investors. Prior to joining in 2021, Ms. Coleman worked at Court Square Capital where she focused on fundraising and investor relation efforts. Ms. Coleman started her career at PricewaterhouseCoopers in New York.

Ms. Coleman received a Master of Science in Accounting and a B.B.A. from the Cox School of Business at Southern Methodist University.

WindRose invests in companies that are addressing healthcare’s most pressing needs by delivering innovation powered by improved processes and new technology. Importantly, we believe that the goals of greater efficiency and higher quality in the healthcare industry need not be competing interests. WindRose’s portfolio companies are achieving both of these worthy goals – delivering improved care and a more sustainable healthcare marketplace.

Noreen Crowe

Vice President of Product Development, SS&C Intralinks

Noreen Crowe is Vice President of Product Management at SS&C Intralinks, where she is tasked with creating modern and intuitive technology offerings for the Alternative Investment space. Noreen joined SS&C Intralinks in her current role 2020. Throughout her career, she has served in several product leadership roles across the fintech industry, consistently delivering innovative front to back-office solutions for hedge and private market funds.

SS&C Intralinks is the pioneer of the virtual data room, enabling and securing the flow of information by facilitating M&A, capital raising and investor reporting. SS&C Intralinks has earned the trust and business of many of the Fortune 1000 and has executed over USD 34.7 trillion worth of financial transactions on its platform. For more information, visit intralinks.com

Michelle Daubar

Partner, Investor Relations & Communications, Oak HC/FT

Michelle Daubar, a Partner at Oak HC/FT, joined Oak HC/FT in 2015 and oversees investor relations, fundraising, marketing and public relations for the firm.

Prior to joining Oak HC/FT, Michelle was Vice President of Investor Relations & Communications at General Catalyst Partners, where she was responsible for investor relations, fundraising, internal communications and the firm’s marketing and public relations efforts.

Before joining General Catalyst, Michelle oversaw investor relations and marketing at Lighthouse Capital Partners. Prior to that, she worked in the Private Equity group at Standard Life Investments.

Michelle is a member of the Private Equity Women Investor Network (PEWIN), the pre-eminent organization for senior women leaders in private equity.

She received a Bachelor of Science degree from Suffolk University, summa cum laude.

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.

Chelsea Dodge

Director of Investor Relations, Fin Capital

Chelsea is a Director of Investor Relations at Fin Capital, where she is responsible for supporting the firm’s client relationships and fundraising activities. Prior to joining Fin Capital, Chelsea was most recently a Vice President on the Investor Relations and Product Management team at Ares Management supporting their Alternative Credit platform. While at Ares, she focused on capital raising, including the launch of new products, as well as provided ongoing client support to a global investor base. She began her career at Citi, where she was a Corporate Banker in the Industrials group.

Chelsea holds a BS from Georgetown University’s McDonough School of Business, cum laude, with a double major in Finance and Management.

Fin Capital is a full lifecycle global asset manager exclusively focused on FinTech. Our mission is drive impact on two dimensions: a) B2B FinTech innovators on their customers/industry and b) Firm performance on the lives of LPs. We are passionate about rolling up our sleeves and partnering with repeat entrepreneurs that have deep financial services experience, audacious goals, differentiated products, and a global platform mindset.

We call ourselves "FinTech Nerds with Capital" as we are operators at our core with deep corporate and start-up leadership experience - we know intimately what it’s like to walk in entrepreneurial shoes. Through our "OS" Lighthouse and hands-on operating playbook, we add meaningful value beyond capital throughout the partnership lifecycle.

Chris Donahoe

Executive Vice President, Head of AI Strategy, Edelman Smithfield

Chris Donahoe is executive vice president, head of AI strategy and co-head of U.S. operations at Edelman Smithfield. He partners with leading business executives and enterprises to navigate the competitive landscape of the world’s future economy, to shape and tell stories that demand attention and earn respect, and to enhance valuation. Chris’s north star is helping clients achieve their business objectives while benefiting society.
At Edelman Smithfield, he oversees an AI advisory practice working alongside the world’s leading companies to support strategies in a myriad of ways, including AI training for communications teams, principles-of-use development, narrative storytelling, executive strategy, reputation risk management and strategy, AI responsibility reporting and public policy counsel.
Throughout his more than 15 years of experience Chris has specialized in matters related to financial regulation, reputation management, thought leadership, retirement security, insurance, consumer finance and alternative assets. This has included leading the development of Prudential Financials’ public policy communications program, advising Wells Fargo’s post-crisis reputation management campaign and running nationwide consumer marketing campaigns alongside the Rolling Stones for the Alliance for Lifetime Income.
Before joining Edelman Smithfield, he served as director of communications for the Center for Capital Markets Competitiveness at the U.S. Chamber of Commerce where he developed and executed multi-channel advocacy campaigns to advance America’s global leadership in capital formation.
Chris has an MBA from Georgetown University’s McDonough School of Business and a B.A. in history and political science from the University of North Carolina at Chapel Hill.
Edelman Smithfield is a financial communications boutique that specializes in financial markets and strategic situations with the full reach and resources of Edelman. The Edelman Smithfield team comprises approximately 250 advisors across more than 25 cities and 15 countries serving an expansive roster of top organizations around the world.

Rebeca Ehrnrooth

Managing Director, Head of Investor Network, Equilibrium

Rebeca is Managing Director, Head of Investor Network at Equilibrium. She services Equilibrium’s investors and provides capital formation and market advisory services to Equilibrium’s asset managers and strategies. She joined Equilibrium in 2014 opening our London office. She joined Equilibrium with the conviction that Equilibrium offers long-term strategies successfully combining superior investment performance and generating social and environmental outcomes.

Rebeca started her career in the M&A team at Merrill Lynch and worked in investment banking in London and Frankfurt. She subsequently joined Fitch Ratings as a Director in the Energy & Utilities team covering Northern European companies, followed by working at Morgan Stanley as a Vice President in the Credit Rating Advisory team covering numerous sectors including renewable energy. She switched to focus on capital raising at Pantheon, a private equity fund-of-funds, as Principal and served as Pantheon’s global co-head of Responsible Investing.

Rebeca holds a Master of Science in Economics and Business Administration from Stockholm School of Economics and a CEMS-degree. She serves on SWEA North Carolina and CEMS Alumni boards.

Formed in 2007, Equilibrium is a leader in sustainability-driven alternatives investment strategies for institutional investors. The firm has a record of identifying and building unique first-in-market, research driven strategies, where sustainability is transforming a basic industry and creating economic and competitive advantage. We focus on sustainable infrastructure and growth equity investments and demonstrate market leadership in agriculture/food and carbon transition infrastructure. Equilibrium manages over US$ 2 billion in active AUM within our target sectors of agriculture/food and carbon transition infrastructure. Since inception we have delivered a strong performance track-record in real assets and infrastructure aligned growth equity.

John Fitzpatrick

Senior Managing Director and Chief Technology Officer of Alternative Asset Management Technology Blackstone

John Fitzpatrick is a Managing Director and Global Chief Technology Officer of Blackstone Real Estate within the Technology and Innovations group. He is responsible for all aspects of technology across Blackstone Real Estate and our portfolio companies and also oversees the Blackstone Innovations investment program, which seeks to unlock value for our LPs and the firm by taking stakes in targeted, early stage, technology-based investment opportunities.

Prior to his current role, Mr. Fitzpatrick oversaw various initiatives across the entire Technology and Innovations group. Before joining Blackstone in 2011, Mr. Fitzpatrick worked at Capital IQ, a division of Standard & Poor’s, for seven years where he was most recently the Head of Product.

He received a BS in Finance from St. John’s University and currently serves on the Blackstone Charitable Foundation’s Leadership Council.

Tim Flannery

Co-founder and CEO, Passthrough

Tim Flannery is the Co-founder & CEO of Passthrough. Prior to Passthrough, Tim was a leader at Carta's Investor Services business. Tim started his career at JPMorgan's Private Equity Fund Services and Chief Investment Office before launching a micro VC fund. Tim has a BBA from Loyola University Maryland and an MBA from The Wharton School. He lives outside Philadelphia with his wife, two children, and dog.

Passthrough is empowering leading investment managers to prioritize people over paperwork. By making investor onboarding practically automatic, we simplify the subscription document and compliance process for fund managers around the world. With Passthrough's integrated platform solution, investors fill out sub docs completely and accurately in 20 minutes, on average, and 80%+ of Passthrough sub docs are filled out correctly the first time. That means instead of weeks or even months of chasing paperwork, fund managers can close their raise fast and focus on running their firm. Fund managers always have real-time visibility into their raise and the information they need to herd LPs to the close, and internal teams, IR, legal counsel, fund administrator, and any other providers have a single place to coordinate.

Mary Kathleen (MK) Flynn

Editor-in-Chief, PE Hub & PE Hub Europe

Mary Kathleen Flynn has covered private equity for more than 15 years. MK joined PEI Group in 2021 and serves as Editor-in-Chief of PE Hub, overseeing pehub.com and pehubeurope.com and leading an editorial team that spans the US and the UK. Previously, MK served as Editor-in-Chief of Mergers & Acquisitions and held positions at The Deal, CNN, MSNBC, U.S. News & World Report and PC Magazine. She graduated from Vassar College with a major in English.

Ann Folkman

Chief Marketing and Communications Officer, AB CarVal

Ann Folkman is the chief marketing and communications officer for AB CarVal. She joined AB CarVal in 2004 and is responsible for leading the group’s branding and marketing strategy and activities. Prior to joining AB CarVal, Ann was director of public relations for Select Comfort. Before that, she owned her own marketing firm and spent several years in marketing communications at Padilla Speer Beardsley and with Burlington Northern. Ms. Folkman holds a B.A. in Journalism with a concentration in Business Administration from the University of St. Thomas in St. Paul, Minn., where she has also earned extensive coursework toward her M.B.A.

Ann is an active community leader and volunteer and currently sits on the advisory board for the University of St. Thomas College of Arts and Sciences and the board of directors for the St. Paul Parks Conservancy.

AB CarVal is an established global alternative investment manager and part of AllianceBernstein's Private Alternatives business. Since 1987, AB CarVal's team has navigated through ever-changing credit market cycles, opportunistically investing $146 billion in over 5,700 transactions across 82 countries. Today, AB CarVal has approximately $16 billion* in assets under management in corporate securities, loan portfolios, structured credit and hard assets. Additional information about AB CarVal may be found at www.abcarval.com.

Katja Gagen

Operating Partner, Marketing and Communications, Playground Global

Katja is an Operating Partner focused on marketing at Playground Global, bringing two decades of marketing, brand-building, messaging, go-to-market strategies, media and analyst relations, and communications expertise to the firm and its portfolio.

Prior to joining Playground, Katja created and led the marketing function at growth equity firm TCV, supporting companies including Spotify, Nubank, Brex, OneTrust, and Rapid7, and General Catalyst, an early-stage venture capital firm. Most recently, she led external communications at fintech startup Brex, expanding the company’s market presence as a leader in corporate credit cards and spend management software.

Katja’s previous experience includes running strategic communications and thought leadership for Cisco’s President, Engineering and Sales, functions that comprised more than 40,000 employees. She also worked with technology companies across consumer and enterprise sectors with growth stage companies at Warburg Pincus. Prior to that, Katja led the U.S. marketing efforts at 3i, an international private equity and venture capital firm.

Katja holds an M.B.A from UC Davis, where she was inducted into Beta Gamma Sigma. She also earned an M.A. in International Relations, Political Science, and Linguistics from Johannes-Gutenberg University in Germany and holds a B.A. in Business Management from the University of Applied Sciences for Economics, Berlin.

Playground Global is an early-stage venture capital firm investing in entrepreneurs who have developed breakthroughs in frontier technologies that will transform existing industries and create entirely new verticals. Founded in 2015 and headquartered in Palo Alto, CA, Playground invests across deep tech and science, including automation, infrastructure, engineered biology, and decarbonization — all underpinned by the next generation of compute.

Playground’s deep bench of technical and operational experts supports founders in developing their technical breakthroughs into transformational businesses. Playground has been an early, and frequently the first investor in companies like d-Matrix, MosaicML, PsiQuantum, Relativity Space, Strand Therapeutics, Ultima Genomics, Universal Hydrogen, and more. Learn more at playground.vc.

Dana Goldstein

Managing Director, Head of Investor Relations, Anthos Capital

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

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

Nicola Goll

Portfolio Manager, Head Multi-Managers Private Equity Americas, UBS Asset Management

Nicola Goll is a Global Investment Committee Member & Regional Team Head Americas of MM-PE, the Multi-managers investment team focused on Private Equity and Venture Capital that forms part of the c. USD 114bn Real Estate and Private Markets (“REPM”) division within UBS Asset Management and executes on primary, secondary and co-investment opportunities across North America, Europe and Asia. In her role, she focuses on the origination, analysis and monitoring of existing and prospective investments across various sectors and strategies, as well as on conducting research to contribute to the REPM Multi-Managers business lines. The role concentrates on private equity strategies within the mid-market buyout and growth capital space, as well as the venture capital industry across the Americas.

Prior to joining UBS in 2016, Nicola acted as an Investment Manager at Keyhaven Capital Partners (2013 – 2016), an independent London-based private equity investment firm. There, she was responsible for originating, analyzing and monitoring primary partnerships, secondary investments as well as co-investments across the Western European private equity arena, with a particular focus on growth capital, buyout and special situations strategies.

UBS Asset Management's Real Estate & Private Markets business actively manages investments of around USD 114 billion* globally and regionally within Asia Pacific, Europe and the US, making it one of the largest asset managers in real assets worldwide. REPM’s capabilities reach across the risk / return spectrum, ranging from core to value-add and opportunistic strategies. REPM offers direct real estate, infrastructure equity and debt, and food & agriculture investments as well as indirect exposure to leading real estate, infrastructure, private equity and private credit managers. Investors can access our diverse product range across open- and closed-ended private funds, investment trusts, listed funds, REITs and bespoke separately managed accounts.
*Asset under management stated on gross asset values basis, reflecting values as at 30 June 2023, where available.

Brendan Gover

Vice President, Investor Relations, Slate Asset Management

Brendan Gover joined Slate in 2022 and is focused on the firm’s capital raising efforts. Prior to joining, Brendan led the fundraising and investor relations function at Argentic Investment Management, a real estate investment manager based in New York, where his primary responsibilities included raising capital from North American institutional investors and working with distribution partners outside the U.S./Canada.

Brendan was previously a Vice President on the Capital Formation team at Hunt Real Estate Capital. His prior roles at AllianceBernstein, and Vanguard also focused on developing and managing investor relationships.

He holds a Bachelor of Arts degree from Lafayette College and is a CFA Charterholder.

Slate Asset Management is a global alternative investment platform targeting real assets. We focus on fundamentals with the objective of creating long-term value for our investors and partners. Slate’s platform has a range of real estate and infrastructure investment strategies, including opportunistic, value add, core plus, and debt investments. We are supported by exceptional people and flexible capital, which enable us to originate and execute on a wide range of compelling investment opportunities. Visit slateam.com to learn more.

Carla Grace

Managing Director, Due Diligence and Investor Relations, Hines

Carla Grace is a Managing Director at Hines focused on global, institutional prospective investor due diligence activities and Investor Relations. Since joining Hines in 2008, Carla has held various positions including international fund accounting and fund management of $2 billion in real estate investments. Prior to joining Hines, Carla worked at PricewaterhouseCoopers. Carla received a BBA from Baylor University and MBA from University of Houston and is a CPA.

Hines is a leading global real estate investment manager. We own and operate approximately $95 billion of real estate investments across property types on behalf of our diverse set of institutional and private wealth clients. Every day, our more than 4,800 employees in 30 countries draw on our 65+ year history to build the world forward by investing in, developing and managing some of the world’s best real estate. To learn more about Hines, visit www.hines.com and follow @Hines on social media.

Sarah Grenon

Head of Marketing, North America,s Impax Asset Management

Sarah Grenon is Head of Marketing, North America at Impax Asset Management. She is responsible for strategic development and oversight of all marketing functions for the firm in the US and Canada, as well as global responsibility for brand and design.

Prior to joining the firm in 2015, Sarah held senior positions in public relations, advising clients in the energy, finance, consumer and nonprofit sectors.

Sarah earned a Bachelor of Science in communications, summa cum laude, from Boston University. She holds a certificate in asset management from The Wharton School.

Impax Asset Management:
Founded in 1998, Impax is a specialist asset manager, with assets in both listed and private markets strategies, investing in the opportunities arising from the transition to a more sustainable global economy.

Impax believes that capital markets will be shaped profoundly by global sustainability challenges, including climate change, pollution and essential investments in human capital, infrastructure and resource efficiency.
These trends will drive growth for well-positioned companies and create risks for those unable or unwilling to adapt.

The firm seeks to invest in higher quality companies with strong business models that demonstrate sound management of risk. Impax offers a well-rounded suite of investment solutions spanning multiple asset classes seeking strong risk-adjusted returns over the medium to long term.

Impax has more than 300 employees across its offices in the United Kingdom, the United States, Hong Kong, Ireland and Japan, making it one of the investment management sector’s largest investment teams dedicated to sustainable development.

Britney Hamberg

Principal, Investor Relations & Operations, RC Capital

Britney joined RCC in 2012 leading RCC’s investor relations. She manages strategic deal flow initiatives and helps to ensure the firm is engaging the top tier companies and investor networks in our sectors of focus. She is also responsible for strategic project management and post investment support.

Prior to joining RCC, she served as the Associate Editor for a national B2B publication and the editor for a physician, helping to publish three books. Britney graduated Magna Cum Laude from the E.W. Scripps School of Journalism at Ohio University with a specialization in public relations, minor in psychology and a certificate in political communication.

Britney served an executive committee member of the National Venture Capital Association’s StratCom and founding member and Content Chair of VentureNext and a member of Cincy Women in Tech. Britney is active in the community serving as a committee member for Beech Acres Parenting Center and was previously Membership Chair of the Young Professionals Board for Cincinnati Works. She’s also participated on the Sayler Park Business Development Committee, YP Board of Be Concerned and served as a mentor in the Big Brothers, Big Sisters program. Britney was named as part of Cincinnati Business Courier’s 40 Under 40 in 2022 as well as part of the YWCA Cincinnati’s 2016 Class of Rising Stars, completing the leadership development program in 2017.

RCC is a growth equity firm building high-potential healthcare companies by leveraging the unique interplay of our segments of focus: medical device, healthcare services and healthcare IT. We are dedicated to investing on the right side of healthcare, growing companies that enable clinicians to improve the delivery of care and the experiences and outcomes for patients. We seek to be a business partner first and a capital provider second, investing significant human capital to leverage our domain expertise, a network of healthcare thought leaders and deep relationships with health systems assembled over our 30-year history. For more information, visit rccapital.com.

Colin Hannaway

Managing Director, H.I.G. Capital

Colin is a Managing Director of H.I.G.’s Capital Formation Group, based in New York. Colin is responsible for capital raising and investor relations activities in North America across the firm’s global private capital strategies.

Prior to joining H.I.G., Colin was a Managing Director of Houlihan Lokey’s Private Funds Group, where he was responsible for primary and secondary strategic advisory and capital raising for GPs across the private equity, private credit, and infrastructure asset classes. Colin began his career in Media & Communications investment banking at J.P. Morgan and HSBC.

Colin earned an M.B.A. from Georgetown University and a B.A. from Tulane University.

H.I.G. Capital is a leading global alternative investment firm with $59 billion of capital under management, with a focus on the mid cap segment of the market. For over 30 years, the H.I.G. platform has created long-term value across a range of strategies including private equity, growth equity, direct lending, special situations credit, real estate, infrastructure, and biohealth.

Andrew Harris

Managing Director, Head of Investor Relations and ESG, Tiger Infrastructure Partners

Andrew Harris is a Managing Director and Head of Investor Relations and ESG at Tiger Infrastructure Partners, an innovative private equity firm focused on providing transformational growth capital to middle market infrastructure companies. Tiger’s value-add approach targets growth investments across the Digital Infrastructure, Energy Transition and Transportation sectors in North America and Europe, where Tiger believes strong tailwinds are driving demand for new infrastructure. Tiger maintains offices in New York and London.

Previously, Andrew was a Managing Director at North Sky Capital. Prior to that, he held positions at Threadmark, Forum Capital Partners and Broadgate Consultants. Andrew is an Honorary Advisor to the Board (emeritus status) of The Resolution Project. He holds a BA in History from Columbia University.

Tiger Infrastructure Partners

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

Rachel Hassett

Head of Marketing & Communications, Mill Creek Capital Advisors

Rachel serves as the Head of Corporate Communications and Marketing at Mill Creek. In her role, Rachel oversees the firm’s integrated marketing initiatives.

Before joining Mill Creek, Rachel held various roles supporting the communications strategy at E*TRADE Financial Corporation. During her tenure, Rachel helped manage the communications efforts for the firm’s investor relations activities and championed the growth of its corporate giving program. Prior, Rachel began her career as a communications generalist at Nomura Securities.

Rachel graduated magna cum laude from Seton Hall University with a bachelor’s degree in public relations and journalism. She is a member of the Board of Directors at Dress for Success Greater Philadelphia. Additionally, Rachel sits on the Executive Committee of Ellevate Network’s Philadelphia Chapter.

Jillian Hazelton

Head of Marketing and Communications, Bregal Investments

Jillian Hazelton is Head of Marketing & Communications for Bregal Investments where she oversees firmwide and marketing and communications initiatives for Bregal Investments and the underlying funds. Prior to joining Bregal Investments, Jillian was the Communications Manager for Audax Private Equity. Before Audax, Jillian held roles in investor relations, communications, and marketing at Natixis Investment Managers, Providence Equity Partners, Riverside Partners, and AGC Partners.

Jillian received a M.S. in Integrated Marketing Communications from Northwestern University and a B.S. from Bentley University.

Bregal Investments ("Bregal") is a leading private equity investment firm providing a platform for its family of direct investment and fund-of-funds teams. Bregal manages over €17 billion in assets across its strategies and has closed over 150 direct investments and invested in more than 200 funds. The Bregal family of funds focuses on long-term sustainable value creation and provides access to private equity, growth equity, credit, and fund-of-fund strategies. Headquartered in London and New York, Bregal has more than 250 employees across its nine offices.

Abbott Capital Management640 Fifth AvenueNew York, NY

Samantha Hewitt

Director, Investor Relations, Abbott Capital Management, LLC

Samantha Hewitt is Director of Investor Relations at Abbott Capital Management where she oversees the firm’s existing relationships with Limited Partners and their consultants. In addition, Samantha supports the firm’s fundraising and marketing initiatives. Previously, Samantha managed Abbott’s firm level performance analytics and reporting after initially having worked on Abbott’s client relations team for six years. Prior to joining Abbott in 2008, Samantha was a Product Management Associate at Invesco Private Capital, where she supported the firm’s private equity fund of fund initiatives, and held various client-focused positions at Bloomberg. Ms. Hewitt received her B.A. in Economics from Rutgers University.

Founded in 1986, Abbott Capital Management is a multi-strategy private equity firm with more than $14 billion in assets under management. As an independent investment adviser specializing in the creation and management of private equity investment programs, Abbott manages assets for a global investor base comprised of public, corporate, and multi-employer pension funds, foundations, endowments, family offices, and high net worth individuals. Since inception, Abbott has committed more than $25 billion to over 700 primary, secondary, and co-investments on behalf of its clients.

Michael Hong

Partner, Davis Polk

Michael is a partner in Davis Polk’s Investment Management Group. He advises on all manner of fund formation and investor relations, M&A (with deep experience in co-investments) and regulatory matters. His clients include private equity, growth capital, credit, hedge, energy, real estate, co-investment and fund of funds managers.

Michael also advises on secondary transactions, GP-stake sales and purchases, spin-outs and joint ventures, in addition to representing senior executives of fund managers in employment and separation matters.

His clients include Harvest Partners, Trilantic Capital, Lightyear Capital, TruArc Partners (successor to Snow Phipps), Tailwind Capital, Antares Capital, Golub Capital, GHK Capital, Godspeed Capital, Cornell Capital, and Cowen.

Michael also represents Glendower Capital in secondary transactions.

Michael is recognized as a leading fund formation lawyer by various legal directories, including Chambers USA, The Legal 500 and IFLR1000. He was named one of the “30 Most Influential Private Equity Lawyers Under the Age of 40” by Private Funds Management in 2015. Mr. Hong is the Chair of the New York City Bar’s Committee on Private Investment Funds. He is featured regularly in renowned publications, such as The Wall Street Journal, Business Insider and Private Equity Law Report, and as a speaker or moderator at leading industry conferences.

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 170 years, and our global, forward-looking focus is supported by 10 offices strategically located in the world’s key financial centers and political capitals. Approximately 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.

Cara Hubbard

Investment Director, Wellington Management

As an investment director of Wellington's dedicated private equity funds, Cara is responsible for the business and investment oversight of these alternative investment strategies. She helps oversee all aspects of these funds, including fund governance, product development, risk management, marketing, operations, and investor relations. She also coordinates the strategy, fundraising, and messaging around the firm’s full range of private investment capabilities.

Prior to joining Wellington Management in 2016, Cara was the director of client service at Horsley Bridge Partners (Global Private Equity Fund-of-Funds) in San Francisco, California (2010 – 2016). Before that, she was the director of investor relations at Highland Capital Partners, a global venture capital firm based in Cambridge, Massachusetts (2009 – 2010), and held various roles at Brooke Private Equity Associates, Bain & Company, and Greylock Partners.

Cara earned her MBA from Babson College (2011) and her BS in finance from Boston College (2001).

Tracing its history to 1928, Wellington Management is one of the world's largest independent investment management firms, serving as a trusted advisor to over 2,400 clients in more than 60 countries. The firm manages more than US$1 trillion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. As a private partnership whose only business is investment management, the firm is able to align its long-term views and interests with those of its clients. The firm offers comprehensive investment management capabilities that span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. With more than 800 investment professionals located in offices around the world, Wellington pairs deep multi-disciplinary research resources with independent investment teams operating in an entrepreneurial "boutique" environment.

July Hugen

Head of Investor Relations, TT Capital Partners

July Hugen is the Head of Investor Relations for TT Capital Partners, focused on capital formation and building and maintaining relationships with clients. She has over 18 years of experience working with professional investors.

Prior to joining TTCP, July worked at Argentem Creek Partners, where her responsibilities included developing and managing relationships with clients, prospective clients, client advisors and consultants. Before that, July worked at Pine River Capital Management, first in Marketing & Investor Relations for Pine River and ultimately as the Director of Investor Relations for Two Harbors, a Pine River affiliate. In her role at Pine River, July was responsible for building and maintaining relationships with hedge fund investors who managed diverse asset portfolios including pensions, foundations, family offices and hedge fund of funds. At Two Harbors, she was head of the investor relations department and was responsible for all aspects of client service, branding, and media relations. July started her career in equity research at Piper Sandler (f/k/a Piper Jaffray) in Minneapolis. As an analyst, she covered several sectors, including specialty pharmaceutical and healthcare distribution companies.

July earned a B.A. in Finance and Organization Management Studies and a minor in Psychology from the University of Minnesota Duluth and is a member of 100 Women in Finance.

TT Capital Partners (TTCP) is a healthcare sector specialist that provides capital, expertise and insight to healthcare technology and services companies that have the potential to become market leaders. With its exclusive focus on healthcare, extensive industry network, and deep investing and operating experience, TTCP has invested in some of the most high-growth businesses that are innovating and disrupting how healthcare is delivered, managed and consumed. Learn more at www.TTCapitalPartners.com.

Ryan Hughes

Head of Investor Relations, Stellus Capital Management

Mr. Hughes heads investor relations for Stellus Capital Management (“Stellus”), overseeing existing LP relationships, fundraising, the co-investment program, and strategic marketing efforts for the firm. He has more than 17 years of experience in investor relations, fundraising, and credit. Prior to Stellus, he worked as a Managing Director for Harbert Management Corporation (“HMC”), as the lead for Southwest U.S. Marketing and Fundraising for HMC’s nine alternative investment funds. Prior to HMC, Mr. Hughes was with JP Morgan and Goldman Sachs where he managed groups focused on complex credit opportunities for private bank clients. Ryan received a B.B.A. in Finance from Texas Tech University and an M.B.A. from Southern Methodist University.

Stellus Capital Management (“Stellus”) is one of the longest tenured direct lenders specializing in senior secured loans in the lower middle market. Formed within the D.E. Shaw Group in 2004, Stellus spun out in 2012 and today manages $2.8 billion across various investment vehicles including closed-end institutional funds, a public BDC (NYSE: SCM), and a perpetual non-traded private BDC. Stellus is a single strategy firm and its founding partners have been investing together in the lower middle market for 19+ years with a track record of over $8.5 billion deployed across ~350 transactions. Stellus is headquartered in Houston, TX with offices in the Washington D.C. area and Charlotte, NC. Learn more at stelluscapital.com.

Kathryn Kantarian

Principal, Investor Relations, Freedom 3 Capital

Kathryn Kantarian is a Principal at Freedom 3 Capital focused on the firm’s investor relations and marketing efforts. She has fifteen years of experience in investor relations, project management, investor communications and public relations. Ms. Kantarian has worked on a variety of investment strategies and fund structures within private equity, real estate and private credit.

Prior to joining Freedom 3 Capital, Ms. Kantarian was a Principal at Blackstone within the Real Estate Institutional Client Solutions group. She previously served as Head of Investor Relations at CI Capital, a middle market private equity firm. Prior to CI Capital, Ms. Kantarian spent eight years at Siguler Guff & Company, a multi-strategy private equity investment firm, as a Principal and the Director of Investor Relations. While at Siguler Guff, she led a team of experienced professionals responsible for servicing the firm’s 1,600+ institutional and individual investors. In this role, she was responsible for preparing client deliverables and investor communications, advising prospective investors through due diligence, overseeing the subscription and closing process, and planning and executing investor events.

Ms. Kantarian began her career at Thomson Reuters, formerly Thomson Financial, where she held various sales, account management and client service positions. She graduated from the University of Virginia, where she received her B.A. in Sociology and Spanish.

Freedom 3 Capital (“F3C”) invests in North American middle market companies to support strategic development and growth opportunities. F3C offers flexible and tailored credit investment structures primarily to family/entrepreneur-owned companies. The Firm has a long history of meeting the specific requirements of management teams and the long-term objectives of business owners. F3C’s private equity approach to credit investing creates meaningful engagement with companies and valuable, lasting partnerships. The team has decades of experience in principal investing, C-suite level management, and operations. F3C has offices in New York, Kansas City and Dallas. For more information, please visit freedom3.com.

Greg Kaufmann

Director, Investor Solutions, Gridline

Greg Kaufmann has 15+ years of investment management sales experience. He currently covers HNW & Wealth Management channels at Gridline, a technology platform that provides access to best in class PE & VC managers. His three previous roles were at funds focused on hedged equity, private equity, and digital assets. Prior to these roles, he worked in Capital Introduction for BNP Paribas – covering the US and building the business in APAC.

Greg is quite involved with the Chartered Alternative Investment Analyst (CAIA) program – helping launch and grow the Atlanta chapter, significantly grow the NYC chapter, develop/grade exams, and consult on the curriculum. He has planned many investment events and regularly speaks about Institutional investor trends and advice around raising capital. Greg loves to write and proactively shares his creative sales, marketing, and networking tips on social media. Prior to working in Investment Management, he was a business journalist in Latin America, Europe, and Russia and also worked for a Dupont spin-out focused on 3D printing.

Gridline breaks down the barriers to investing in best-in-class Private Equity and Venture Capital funds for individual investors, wealth managers, and smaller institutions to drive long-term and resilient outperformance. Access is provided at much lower investment minimums and in a cost effective manner to both top-quartile mature funds as well as capacity constrained niche managers with higher return potential.

Access is provided via both direct access funds and diversified thematic exposure to a portfolio of funds. Gridline has a six person investment team led by the former CIO of one of the US’s largest single Family Offices. Allocations are made via a technology platform that removes the administrative burdens of onboarding, treasury management (capital calls and distributions), and performance and tax reporting. This technology is also used by investment managers to create a fund to manage the long tail of smaller (employee, friend, and family) allocations - Gridline’s “GP solution.”

Jeffrey Kauth

Managing Director, Corporate Affairs, Blackstone

Jeff Kauth is a Managing Director in the Global Corporate Affairs Group. He leads global public affairs for the Blackstone Real Estate business, serving as a media spokesperson and advising on communications issues.

Before joining Blackstone, Mr. Kauth was Managing Director at Joele Frank, a leading financial PR firm, where he advised clients on a wide range of public facing issues and communications challenges. Prior to that, Mr. Kauth held roles with Renaissance Technologies and Abbott Capital Management. Mr. Kauth began his career at Bear Stearns as an investment banker.

Mr. Kauth received his BS in applied economics and management from Cornell University and his MBA from The Wharton School of the University of Pennsylvania.

Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1 trillion in assets under management include investment vehicles focused on private equity, real estate, private and liquid credit, infrastructure, life sciences, growth equity, public securities and secondary funds, all on a global basis. Further information is available at www.blackstone.com. Follow @blackstone on LinkedIn, Twitter, and Instagram.

Daniel Kettner

Head of Consultant Relations, 17Capital

Daniel Kettner – Head of Consultant Relations at 17Capital, the go-to global source of strategic finance for investors in private equity. Daniel is based in the New York office and joined the firm in July 2023 from Hamilton Lane, where as a Principal he led consultant coverage for the firm across global, regional, and specialized consulting firms. Daniel brings over 21 years of total experience, with expertise in consultant relations, client services, and investor relations at prior firms including Abbott Capital Management, Neuberger Berman, and Credit Suisse Asset Management. Daniel holds an MBA from NYU Stern School of Business with a specialization in Finance, and a Bachelor’s degree in English Literature from Hamilton College.

17Capital is the go-to global source of strategic finance for investors in private equity. It specializes in providing non-dilutive capital to high-quality private equity management companies, funds, and institutional investors as part of their toolkit for value creation and portfolio management. 17Capital offers portfolio finance across the capital structure, providing a broad range of financing options. Investments are structured to support clients’ objectives, while keeping the interests of GPs and LPs aligned. Since inception, 17Capital has raised over $12 billion and has deployed over $13 billion across 100+ investments. In July 2022, 17Capital announced the completion of Oaktree’s acquisition of a majority interest in 17Capital. The partnership will give 17Capital access to Oaktree’s deep global network. Following the closing of the transaction, 17Capital, will continue to operate as an independent business, with its own product offerings and investment, marketing, and support teams.

Lindsey King

Partner and Head of Investor Relations, Crestview Partners

Lindsey King joined Crestview in 2012 and is a partner. She is responsible for managing all investor and consultant relationships, fundraising and marketing. Lindsey is also a member of the ESG Committee. Prior to joining Crestview, she led investor relationships at Macquarie. She also worked in Citigroup’s investment strategy group, analyzing healthcare companies and advising clients on their investments. Lindsey served on the board of directors of NYDJ Apparel. Lindsey received a B.S. with an emphasis in finance from the University of Colorado at Boulder. She is a CFA charter holder.

Founded in 2004, Crestview is a value-oriented private equity firm focused on the middle market. The firm is based in New York and manages funds with approximately $10 billion of aggregate capital commitments. The firm is led by a group of partners who have complementary experience and backgrounds in private equity, finance, operations and management. Crestview has senior investment professionals focused on sourcing and managing investments in each of the specialty areas of the firm: industrials, media and financial services. For more information please visit www.crestview.com.

Richard Lichter

Vice Chair and Founder, Newbury Partners - Bridge

Richard Lichter is the Vice Chairman of Newbury and is responsible for advising on its strategy, operations and investment activity. Mr. Lichter has been a senior investment professional in twelve secondary funds and has overseen the execution of more than 200 secondary transactions. Prior to founding Newbury, Mr. Lichter was Managing Director and Head of Secondary Investments at Auda Private Equity, where he led the sourcing and investment of Auda Secondary Fund. Previously, Mr. Lichter was a Managing Director at Lexington Partners since that firm’s inception in 1995, where he was primarily engaged in transaction origination and valuation of secondary purchases of buyout and mezzanine partnership interests. Beginning in 1993, Mr. Lichter was a Managing Director at Landmark Partners where he was primarily engaged in transaction origination and valuation of secondary purchases of buyout partnership interests. Prior to that, he held the position of Vice President in investment banking at Merrill Lynch Capital Markets. Mr. Lichter graduated with an MBA from M.I.T., Sloan School of Management and received an AB from Dartmouth College with Phi Beta Kappa honors.

Newbury Partners specializes in acquiring buyout, venture capital, special situations, mezzanine and fund-of-funds limited partnership interests in the secondary market.
With experience spanning more than 200 secondary transactions and nearly 20 years as secondary specialists, Newbury Partners works with sellers and funds to create liquidity solutions across the global private equity market.

While our team actively reviews secondary transaction opportunities ranging up to $250 million in value, we have no minimum deal size. Transaction size is not a limiting factor for us, small or large. We aim to provide investors with the greatest flexibility in considering strategic alternatives – everything from wholesale changes to minor sell-downs can be accomplished.

We consider transactions involving young or mature portfolios and purchase interests in both private equity funds and in privately-held companies. We also invest in fund vehicles that span the spectrum of private equity strategies, including leveraged buyouts, venture capital, special situations, mezzanine and fund-of-funds.

We believe that our international experience and capabilities are critical and distinguishing components of our business: we regularly work with sellers and review investments in North America, Europe, Asia, Australia, the Middle East, and Latin America. Our worldwide network of relationships also enables us to think globally but operate locally, effectively tailoring our expertise to individual geographic markets.

To supplement our secondary market activities, Newbury Partners also actively commits capital to co-investments. In pursuing these opportunities, we regularly bring to bear the collective experience and capital of our partners—a worldwide roster of sophisticated investors, influential networks of local market experts, and our extensive personal contacts throughout the industry. We believe these partners add significant clout and substantial experience to our co-investment capabilities.

Brianne Lynch

Head of Market Research, Equity Zen

Brianne is Head of Market Research at EquityZen. Since joining the firm in 2018 she has held roles spanning business development, partnerships, marketing, PR and market intelligence. In her current role, she is a frequent contributor for media outlets like The New York Times, Bloomberg, Yahoo Finance, and MarketWatch discussing trends in the venture and IPO markets.

Prior to EquityZen, Brianne was Head of Business Development at a seed-stage tech company. She started her career in traditional financial services in Prime Origination at Barclays and Investor Relations at an equity long-short investment manager based in New York. Brianne graduated summa cum laude from Boston College's Carroll School of Management with degrees in Finance and International Studies. Brianne holds the CAIA designation and FINRA Series 7 & SIE licenses.

EquityZen is a platform and investment manager for secondary investments in late stage venture-backed companies. Since 2013, the firm has made it easy to buy and sell shares in the private companies aspiring to transform our world. EquityZen is a pioneer in democratizing private markets investing, offering low investment minimums via our funds, and a proven track record of successful private placements across over 450 late stage private companies.

Richard Maass

Principal, Investor Relations, Searchlight Capital Partners

Prior to joining Searchlight in 2016, Mr. Maass was an associate at Riverstone Holdings in New York, where he focused on investments in the energy industry. He began his career as a mergers and acquisitions investment banking analyst at Lazard in New York. Mr. Maass received a BA from Hamilton College.

Searchlight Capital Partners is a private investment firm operating in North America and Europe. Searchlight invests in both the equity and debt of attractive companies across a wide range of industries. The Firm seeks out complex situations in which its capital and strategic support create value enhancement opportunities for all stakeholders.

Searchlight Capital Partners was founded by senior partners from industry leading firms Apollo, KKR, and Ontario Teachers’ Pension Plan. The team is a cohesive group of seasoned investment professionals working out of offices in London, New York, and Toronto. The Firm’s professionals have successfully worked in partnerships with leading corporate and family-owned businesses across the world.

Ken MacFadyen

Director, Marketing & Communications, Audax Group

Ken MacFadyen is the Director of Marketing & Communications for Audax Group, with over 20 years of experience in communications. Prior to joining Audax in 2022, Ken worked at BackBay Communications as a Senior Vice President and Head of Content, and before that worked at Panera and The TJX Companies in Speechwriting and Global Comms/IR roles, respectively.

He also spent over a decade as an editor and reporter covering the private equity and private debt markets at Mergers & Acquisitions Journal, Buyouts, Private Equity International and other industry trade publications. He received a B.A. from The University of New Hampshire, Durham.

Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco and London. With approximately $38 billion of assets under management and more than 360 employees, Audax is a leading capital partner for middle market companies, operating through three distinct business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital.

For more information, visit the Audax Group website www.audaxgroup.com or follow us on Linkedin.

Allen Mask

Partner, WestCap; Head of CōLab

Allen Mask is an Investment Partner at WestCap as well as Managing Partner of CōLab, WestCap’s internal creative studio. He joined the teams in 2020 to emphasize the role of product, brand and marketing as key drivers of investing and value creation. Before joining WestCap, Allen held several executive positions across Wall Street and Silicon Valley, including Sonos, where he was on the management team as Chief of Staff to the CEO and Vice President of Marketing, Intelligence and Partnerships as well as Research and Development. Before Sonos, Allen founded the Product Marketing team at Airbnb where he was also a General Manager on Magical Trips, the initiative that led to Airbnb Experiences. Allen started his career in the Investment Banking Division at Goldman Sachs and is also a Google alumnus, having worked in a variety of sales, brand management and business development roles across Search, YouTube, Android and Google Play.

Eliza McGrath

Principal, Head of Investor Relations

Eliza leads all of Hastings’ fundraising efforts, investor relations, and general marketing activities. Prior to joining Hastings Equity Partners in 2021, Eliza was a Senior Vice President at Audax Group. Eliza has spent her career in the financial services industry, holding senior investor relations roles at Audax Group, Investcorp and Citi Private Equity. At these firms, she was responsible for building and fostering relationships with investors across private equity and private debt platforms.

Eliza began her career at Lehman Brothers in the financial analyst program and subsequently joined the firm’s Business Planning and Analysis team, working closely with the office of the CFO and Corporate Communications.

Eliza received a BA in International Finance and Marketing from the University of Miami School of Business, Honors Program.

Founded in 2004, Hastings Equity Partners is a lower middle-market private equity firm. Hastings invests first institutional capital in North American founder-led companies within the industrial and business services sectors, where it has deep operating and investing experience. As a preferred capital partner, Hastings seeks to empower businesses to reach their full potential. For almost two decades, the firm has formed long-term partnerships with entrepreneurs while utilizing a hands-on approach to enhance operations, scale revenues, and notably elevate equity value. For more information, visit http://www.hastingsequity.com.

Natalya Michaels

Managing Director, 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).

Paine Schwartz Partners is the largest private equity firm dedicated to sustainable food chain investing, with ~$6 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. For further information, please see www.paineschwartz.com.

Oren Michaely

Director of Artificial Intelligence, Motive Partners

Who is Oren?
Oren is the Director of AI at Motive partners. He is an AI researcher and innovator with a background in building and integrating AI into real-world products. Prior to joining Motive, Oren worked at Microsoft, where he worked on the Microsoft/OpenAI collaboration, incorporating large language models into various products, with an emphasis on revenue growth and ethical considerations.

What Does Oren Do at Motive?
At Motive, Oren’s main focus is crafting an AI roadmap that aligns with the firm’s investment strategy. Creating an approach to systematically identify AI-related risks and opportunities during due diligence and look for ways to leverage AI in portfolio companies. Internally, Oren is involved in optimizing processes such as due diligence and value creation, and also contributes to the development of internal tools like “Investor Copilot.” In short, Oren is ensuring the firm stays ahead in a rapidly evolving landscape.

Motive Partners is a specialist private equity platform, combining Investors, Operators and Innovators, to build, back and buy the technology companies that enable the financial economy. Motive invests across stage in technology enabled financial and business services in North America and Europe. Motive has offices in New York City and London, with over 220 professionals, managing approximately $4.8 billion in assets under management across two Investment programs, Motive Ventures (early stage) and Motive Capital (growth and buyout).

The Motive Partners’ team has acquired deep expertise and connectivity across the financial technology landscape over the last four decades – a horizontal sector that touches all parts of the global economy.

Motive Partners believes that Financial Technology presents a potential market value opportunity of $9.6tn by 2030 (source: proprietary, Motive). Financial services are crucial for an efficient economic system, yet few truly understand the complexity of the technology platforms that underpins the industry and the organizations that operate them. Financial technology sits at the intersection of technology and commerce, and as businesses, governments and consumers continue to realize and unlock the potential of technology in everyday activities, so the financial technology opportunity continues to grow.

To navigate this highly complex landscape and capitalize on the forces shaping its future, new ways of thinking, operating and executing have to be brought to the table.
A fully-integrated in-house combination of Investors, Operators and Innovators can help capture the unprecedented value opportunity that has been catalyzed in recent years, and is expected to continue to accelerate through the decade ahead.

We invest where we believe our transformational capital can empower management teams to achieve substantial value creation and outsized returns without taking undue risk.

Motive Partners invests in technology enabled financial and business services companies across six core sub-sectors: Banking, Capital Markets, Data & Analytics, Insurance, Payments and Wealth & Asset Management. Motive Partners invests across stages, from venture to growth to buyout opportunities, in North America and Europe. Motive’s objective is to generate attractive absolute and relative returns without taking undue risk. As industry structures and technologies become ever more complex, we believe that specialization is central to achieving the best results. Motive’s integrated approach, combining Investors (Motive Capital), Operators (Industry Partners) and Innovators (Motive Create), provides a competitive advantage when navigating the financial technology opportunity. Motive seeks to provide portfolio companies with transformational capital, through a combination of deep context, conviction, capabilities and culture. By applying extensive Investing, Operating and Innovating capabilities we enable management teams to accelerate growth, achieve operational excellence and innovate in a dynamic sector.

Cristina Moldovan

Managing Director, Summit Rock Advisors

Cristina Moldovan, CFA is a managing director on the Investment Team of Summit Rock Advisors. She is responsible for the selection and ongoing coverage of investment managers, focusing on private equity and venture capital. Cristina began her career at Princeton University Investment Company (PRINCO), where she spent ten years focused on private equity and venture capital manager selection, mainly in the U.S., Europe, and Israel. Cristina holds a Master of Business Administration with distinction from INSEAD, and a Bachelor of Science in Engineering, cum laude in Operations Research and Financial Engineering from Princeton University. She serves as President of the Princeton Charter Foundation, a charitable foundation that benefits a club for Princeton undergraduates.

Summit Rock Advisors is an independent advisory firm that provides financial advice and portfolio management to a select number of U.S.-based families and charitable institutions. The firm functions as its clients’ outsourced investment office providing independent, customized advice. Through a unique cooperative approach, clients benefit from sharing world-class resources and enjoy investment and pricing advantages unattainable on their own.
Our firm currently works with 49 clients and oversees approximately $21 billion of assets as of December 31, 2023. We carefully limit our growth to ensure a high degree of direct client engagement by senior team members.
Summit Rock Advisors was founded in 2007 by David Dechman, our firm’s chief executive officer, and Nancy Donohue, our firm’s chief investment strategist, and is wholly owned by its employees. The firm is based in New York City with clients located throughout the United States

Sora Monachino

Managing Director, Head of Investor Relations, Victory Park Capital Advisors, LLC

Sora Monachino joined VPC in 2022 and is a Managing Director. Ms. Monachino leads investor relations and is primarily responsible for investor relations, marketing, and communications for the firm. Ms. Monachino is also actively involved in sourcing and fundraising for VPC funds. Previously, she was vice president of investor relations at Pomona Capital, a private equity secondaries firm in New York. Prior to Pomona Capital, she was an assistant vice president at Monroe Capital and held various investor relations roles at Mesirow Financial. Ms. Monachino received a BA in English and Art History from Drake University and an MBA from Cornell University. She also serves on the Development Board of PAWS Chicago.

Victory Park Capital Advisors, LLC (“VPC” or the “Firm”) invests in emerging and established businesses across various industries in the U.S. and abroad, who are often unable to access traditional sources of capital. The Firm’s differentiated offerings leverage an extensive network of industry relationships, disciplined deal origination, creative financing capabilities, broad credit structuring and special situations expertise. The Firm was founded in 2007 and is headquartered in Chicago with additional resources in New York, Los Angeles, San Francisco, and London. VPC is privately held and a Registered Investment Advisor with the SEC.

Charlotte Morse

Managing Director, Head of Investor Relations & Marketing, Bridge Investment Group

Charlotte Morse serves as Managing Director of Investor Relations & Marketing for Bridge Investment Group, where she is responsible for handling all aspects of external communication, including LP correspondence, conferences, events, marketing materials, and media relations. Charlotte joined Bridge in 2017. Before Bridge, Charlotte was Vice President of Corporate Finance and Capital Markets at The Williams Capital Group. Prior to Williams, she was an analyst at Chapdelaine Credit Partners in Sales and Trading. Charlotte received her B.A. from Yale University in Political Science in 2010.

Bridge is a leading alternative investment manager, diversified across specialized asset classes, with approximately $49.4 billion of assets under management as of September 30, 2023. Bridge combines its nationwide operating platform with dedicated teams of investment professionals focused on select U.S. verticals across real estate, credit, renewable energy and secondaries strategies.

Meghan Munchoff

Managing Director, Head of Investor Relations, 400 Capital Management

Meghan Munchoff joined 400CM in September 2011 and is currently a Managing Director and Head of Investor Relations. She serves as a member of the Operating and ESG Committees. Meghan works closely with the Firm’s Partners and the Head of Marketing on client service and business development. She is responsible for all client communication and marketing materials, including pitchbooks, investor letters and market updates, as well as investor data requests, due diligence questionnaires and RFPs. Meghan liaises with 400CM clients and potential investors with both firm and fund related information and material requests, facilitates communications between investors and the portfolio management team, and facilitates all operational due diligence reviews. During her tenure at 400CM, Meghan has created process efficiencies, spearheaded the ongoing goal to standardize client reporting and materials, and manages the continuous development and enhancement of technology tools including the Firm’s CRM system. Prior to joining 400CM, Meghan spent six years at Shumway Capital Partners where she was responsible for vendor and project management, and supported multiple members of the management team including the Head of Business Development, Chief Operating Officer, Chief Financial Officer, General Counsel and Chief Compliance Officer. Meghan holds a B.A. in Corporate Communications with a Minor in Business from Manhattan College.

400 Capital Management is an alternative asset manager led by a management team with over three decades of experience investing and trading in credit markets. Founded in 2008, the Firm has grown into a recognized, market-proven, process-oriented platform with a demonstrated ability to consistently generate competitive returns, develop capital markets businesses and create innovative solutions utilized throughout the market. The Firm offers investors a global platform that accesses differentiated credit investment opportunities through total and absolute return strategies in flagship funds and customized portfolio solutions. As of November 1, 2023, the team consists of 63 professionals across offices in New York and London, who collectively manage $5.9 billion for global institutional investors.

Alli Murdoff

Partner, Marketing, Section Partners

Alli Murdoff has been involved with finance and venture firms in Silicon Valley
for over 25 years, building deep relationships and expertise during her career.
Alli joined Thomas Weisel Partners (TWP) in San Francisco at the start of the
tech boom in 1999. As an early employee of TWP, she built the recruiting
practice and oversaw the firm’s human capital growth in investment banking,
equity research, sales and trading, and private equity. Alli was part of the core
team to establish Thomas Weisel Venture Partners (TWVP), heading up
marketing and investor relations for the venture capital firm. Following TWVP,
she joined Saints Capital, a leading direct secondary firm, as the director of
marketing, investor relations and fundraising. Following Saints, Alli rejoined
former colleagues at Section Partners, a growth stage venture firm. As
Partner, she leads marketing, communications, investor relations, and human
capital. Alli co-founded Battle Osteosarcoma, a non-profit organization that
raises funds for pediatric bone cancer research. She also serves on the
Advisory Board of Silicon Slopes.

Section Partners is an investment firm that primarily provides structured
personal financing solutions to founders, executives, and other key
shareholders of late-stage venture-backed technology companies. The firm’s
proprietary financing structure is designed to produce venture-like returns on
a risk-adjusted basis and offers a compelling alternative to conventional
private credit and venture portfolio strategies. Section Partners’ strategy
enables unique access to highly sought-after pre-IPO technology companies
outside traditional fundraising cycles. As a strategic financing partner to
private companies, Section Partners also has the capacity to make traditional
primary and secondary investments. Section Partners was founded in 2014
and manages over $570MM of assets with offices in Palo Alto and New York
City.

Eric Newman

Treasury Manager, City of Stamford

Eric is responsible for treasury, investment management, and pension fund accounting. He serves as a Trustee on the Classified Employees Retirement Fund Board, Other Post-Employment Benefit (OPEB) Board, Defined Contribution Retirement Plan Board and is a member of the City’s Investment Advisory Committee. Eric is a Trustee on the Town of Fairfield Employee Retirement Board and Joint Retirement Investment Board. He served as the Treasurer for thirty-seven special purpose funding entities.
Prior to entering government finance, Eric held finance positions at Royal Bank of Scotland, IBM Global Financing, Arnhold and S. Bleichroeder, Price Waterhouse and Soros Fund Management. Eric served as a member of the NYSSCPA Private Equity and Venture Capital Committee and Investment Management Committee.
Eric received his B.B.A. in Accounting from Adelphi University; Certificate in Investment Banking from New York University, M.B.A. in Finance from Sacred Heart University and is pursuing a Corporate Finance Certificate from Harvard University. He is a Certified Public Accountant (CPA) and a Chartered Global Management Accountant (CGMA).

Sophie Panarese

Platform & Operations, 186 Venture

Sophie is the Head of Platform and Operations at 186 Ventures. Today she spends most of her time leading 186 Ventures’ portfolio support strategy while also playing a critical role in the firm’s community activation, marketing, and capital formation efforts.

Sophie began her career at Cambridge Associates, building a foundation in portfolio construction, asset allocation and client service. Sophie had the opportunity to work with private equity and venture capital leaders in the space and participated in diligence efforts. This exposure to great investors and innovators sparked her interest in entrepreneurship.

After C|A Sophie joined TJX where she spent her time on the Financial Planning & Strategy team. She gained exposure to all aspects of the business: financial forecasting, distribution & logistics, merchandising & inventory planning, as well as real estate expansion. Sophie was given the opportunity to take on a year-long leadership role as the “Apprentice CFO” of Homesense – a startup brand within TJX.

She completed her undergraduate degree in Government & English at Georgetown University and was the Captain of the Women’s Varsity Tennis Team.

186 Ventures is a pre-seed & seed stage venture capital firm based in Boston investing thematically across software sectors. We bring full operational and strategic support and an unparalleled network to founders when they need it most– at the beginning. We focus primarily on the Northeast of the US, although we have already demonstrated an ability to deploy into high growth startups in San Francisco, LA, and other select US cities.
186 Ventures raised its first fund during the Fall of 2021 after the founders of the firm, Giuseppe Stuto & Julian Fialkow, built an angel portfolio of 32 early stage technology companies and found that it was a very important time within the technology sector to establish a new generation, founder first early stage venture capital brand in the Northeast US.

Drake Paulson

VP of Customer Success and Partnerships, Anduin

Drake is a 25-year veteran of the private equity and financial technology industries. Leveraging direct experience with capital fundraising, finance and operations, and software design, Drake co-founded TopQ Software in 2013. TopQ’s unique focus on complex private equity performance analytics and its appeal to both LPs and GPs resulted in its acquisition by Nasdaq subsidiary eVestment in 2015. After solidifying Nasdaq’s expansion into private markets, Drake joined Anduin in 2022 to help lead them through rapid growth as their VP of Customer Success and Partnerships.

Allan Petersen

Managing Director, Investor Relations, Nautic Partners

Allan Petersen is a Managing Director at Nautic Partners responsible for Investor Relations. Allan first joined Nautic Partners in 2001 as part of the investment staff, before rejoining the firm in 2012 to focus on investor relations and operations. Prior to joining Nautic Partners, Allan was employed by Morgan Stanley’s Investment Banking Division. Allan received a BA from Amherst College.

Nautic Partners is a Providence, Rhode Island-based middle-market private equity firm that focuses our expertise and market knowledge on three sectors: Healthcare, Industrials and Services. Nautic has completed 155 platform transactions throughout our 37-year history. In pursing our thematic and proactive investment strategy, we seek to partner with executives and management teams in an effort to accelerate the growth trajectory of our portfolio companies via acquisitions, targeted operating initiatives, and increased management team depth. For more information, please visit nautic.com.

Nathan Petersen

Vice President, Investor Relations, Peak Capital Partners

Nathan Petersen joined Peak Capital Partners in 2014 and currently oversees the Investor Relations and FP&A functions, where he is responsible for the firm’s investor communication, reporting, and marketing materials. Previous to this role, he served as an Asset Manager of a large portfolio of Peak’s multifamily investments across the U.S. During his time at Peak, Nathan has led due diligence and implementation of key technology tools to enhance reporting, fundraising, and data analysis at the firm. Previous to Peak, he began his career in management of federally owned and leased commercial real estate with the General Services Administration, working with high-profile agency tenants while managing the largest federal office building in its six-state region through a variety of complex capital projects. Nathan holds a B.S. in Facilities Management and a MBA from Brigham Young University.

Peak Capital Partners is a vertically-integrated multifamily real estate investment and management firm. Peak and its affiliates own and manage conventional, affordable, and student apartment properties in growth markets across the United States. Peak aims to provide safe, well-maintained workforce housing while realizing above-market returns for its equity partners.

Since its inception in 2007, Peak has acquired over 350 multifamily properties with over $7 billion total market value, and owned and managed over 56,000 apartment units. Peak’s team has a strong network of multifamily industry relationships, and an extensive track record of successfully investing throughout the U.S. on behalf of U.S. and international investors.

John Polis

COO and CTO, Star Mountain Capital

John Polis is an entrepreneurial information management and business operations leader with a 25+ year track record of creating and enhancing technology enabled businesses and building platforms that allow for significant scale.
Prior to joining Star Mountain, Mr. Polis was COO and CTO for Guidepoint Global, a primary research firm and expert network serving the world’s leading Institutional Investors, Private Equity Firms, Consulting Organizations, and Corporations. Brought on in 2011 with a direct turnaround mandate, Mr. Polis changed the operating culture leading positive change in process and people management along with directing significant improvements to their information technology platform guiding the company back to profitability and significant double digit growth.
Before Guidepoint, Mr. Polis served as COO and CTO for Coleman Research Group (CRG), also a primary research firm and expert network where he was recruited immediately after company secured financing. Without delay Mr. Polis led the product management and development effort on their custom built, Web based CRM, Recruiting, and Payment Processing platform – Knowledge Broker™ – while also being responsible for overseeing all operational areas of the company including research, relationship management, compliance, human resources, and data management. CRG also had a broker dealer arm, Coleman Brokerage Group, for which Mr. Polis served as compliance officer for. During his tenure Coleman Research scaled from 5 to 140 employees worldwide and in 2009 was voted one of Crain’s New York “Best Places to Work in New York City”.
Earlier in Mr. Polis’ career he served as a Co-founder and Executive Vice President Operations and CTO for Dotcom Distribution and Chief Information Officer for the GT Media family of companies.
Mr. Polis holds a BA in Economics from New York University, an MBA in Management from Wagner College and is FINRA Series 63, 7 and 24 licensed. He is also an adjunct at NYU where he teaches graduate level courses in Integrated Marketing Database Modeling and Management. Prior to NYU Mr. Polis was an adjunct at Touro College Graduate School of Technology where taught courses in Database Design and Modeling for Business.

Britney Potapchuk

Vice President, Head of Marketing Compliance, HarborVest Partners

Britney Potapchuk joined HarbourVest in 2021 and is responsible for the Firm’s marketing compliance program for North and South America, particularly with respect to the U.S. advertising regulatory regime.
Prior to joining the Firm, she was an associate at K&L Gates LLP focused on regulatory compliance issues related to marketing and performance advertising. She also counselled clients related to the formation and ongoing activities of private funds and advised institutional investors on issues related to private fund investing.
Britney received a J.D. from Boston College Law School (cum laude) in 2016. She received her B.A. from Trinity College (cum laude) in 2013.

HarbourVest is an independent, global private markets firm with over 40 years of experience and more than $112+ billion assets under management as of June 30, 2023. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit.

Tim Quinn

Executive Vice President, Edelman Smithfield

Tim Quinn is an Executive Vice President at Edelman Smithfield. He specializes in advising private capital firms on ongoing reputational management and corporate positioning. Across the alternative investment space, he advises clients on ways to effectively use media relations and integrated communications to reach important target audiences, such as limited partners, portfolio companies, and individual investors.
Before joining Edelman Smithfield, Tim worked at Kekst CNC where he supported clients through various high-profile M&A situations, shareholder activism, regulatory issues, and highly visible crisis communication matters across a variety of industries.
Prior to Kekst CNC, Tim spent six years at Goldman Sachs where he worked as an Analyst supporting the Board of Directors and Executive Management team of GS Bank USA. During that time, Tim also worked with Goldman’s leadership on the development and rollout of the Business Standards Committee Recommendations, which were implemented to enhance the firm’s approach to reputational risk and client care.
Tim holds a B.A. in Political Science, Philosophy & Economics (“PPE”) from the University of Pennsylvania and an M.B.A. from New York University’s Stern School of Business, with a specialization in both Finance and Financial Instruments & Markets.
Edelman Smithfield is a financial communications boutique that specializes in financial markets and strategic situations with the full reach and resources of Edelman. The Edelman Smithfield team comprises approximately 250 advisors across more than 25 cities and 15 countries serving an expansive roster of top organizations around the world.

Peter Rosenstein

Chief Product Officer, GEN II

A principal and chief product officer with Gen II, Peter brings over twenty years of experience in financial services and private equity administration, including extensive experience with system design, process automation and data integration, as well as operational efficiencies.

Prior to joining Gen II, Peter served as director of private equity administration for HedgeServ where he originated, developed, and operated the firm’s private equity administration offering. Prior to this experience, Peter was a vice president and head of waterfall development for JPMorgan Private Equity & Real Estate Services. Before 2004, he was an auditor with Ernst & Young LLP. Peter graduated with a Bachelor of Science in Business Administration from Washington University, St. Louis, with concentrations in accounting and management.

About Gen II
Gen II, a leading fund administration provider focused entirely on serving private capital asset managers and investors, has recently expanded its footprint to European markets. Since its inception in 2009, the company has grown to become one of the largest independent private capital fund administrators, overseeing more than $1 trillion of private fund capital. Gen II is dedicated to offering private fund sponsors a best-in-class combination of people, process, and technology. This enables GPs to effectively manage their operational infrastructure, financial reporting, and investor communications. With the recent expansion into European markets, Gen II is poised to bring its expertise and innovative solutions to a broader audience of asset managers and investors worldwide. For more information, please visit gen2fund.com.

Jodi Rubenstein

Managing Director, GTCR

Jodi joined GTCR in 2022 and is currently a Managing Director responsible for overseeing all of the firm’s investor relations and fundraising activities. She joined the firm from Goldman Sachs where she most recently served as Managing Director and Head of Midwest Private Wealth Management based in Chicago. Previously, Jodi was Head of Goldman Sachs’ Alternative Capital Markets group in the Americas, based in New York. She holds an MBA from New York University and a BBA in Business Administration from the University of Michigan.

Founded in 1980, GTCR is a leading private equity firm that pioneered The Leaders Strategy™ – finding and partnering with management leaders in core domains to identify, acquire and build market-leading companies through organic growth and strategic acquisitions. GTCR is focused on investing in transformative growth in companies in the Business & Consumer Services, Financial Services & Technology, Healthcare and Technology, Media & Telecommunications sectors. Since its inception, GTCR has invested more than $25 billion in over 270 companies, and the firm currently manages more than $35 billion in equity capital. GTCR is based in Chicago with offices in New York and West Palm Beach.

Zach Russo

Head of Studio, RFStudio53

As Head of RF Studio53, Zach has mentored a growing stable of directors and producers, and helped the broader studio team deepen the level of curiosity, care, empathy, and relentless energy they bring to bear in uplifting the work of RF Studio53's diverse client base. Beyond our client work, Zach helps spearhead the development of original content, from traditional documentary film to immersive AR and VR experiences, with the purpose of creating platforms for dialogue on important themes with social impact. Zach is responsible for managing RF Studio53's production from the initial strategy and creative vision through to the final deliverable. He oversees each project from start to finish and manages our team of producers, editors, assistant editors, production coordinators, writers, sound designers, composers, and more.

RF Studio53 [Formerly Osmosis Films] is a full-service production company and creative studio specializing in cutting-edge visual content development for private capital managers. With deep roots in documentary filmmaking, we approach each project with the same story-centric lens to deliver impactful content at any scale, and for any audience. 

Over the past decade, we have created thousands of videos and supported countless storytelling initiatives for clients including Bridgewater Associates, KKR, THL, WCAS Audax Group, Bregal Sagemount, Bain Capital, Advent International, and dozens of other firms around the world. From soup-to-nuts content strategy and execution for investor conferences, webinars, and other events to website design & development, and suites of videos focused on portfolio companies, investment strategies, ESG efforts, and overall firm culture – we work to ensure your message breaks through the noise.

Emily Schillinger

Vice President of Public Affairs, American Investment Council

Emily Schillinger currently serves as Vice President of Public Affairs for the American Investment Council. In this role, she develops and leads the Council’s comprehensive communications and media affairs strategy.

Prior to joining the AIC, she served for over fifteen years at the highest levels of government at the White House, the Senate, and the House of Representatives. Most recently, she served as Communications Director of the House Ways and Means Committee where she advised members of the committee and led the committee’s communications strategy for the successful passage of the historic Tax Cuts and Jobs Act. Before joining the Ways & Means Committee, Schillinger served as Press Secretary to Speaker of the House John Boehner. Prior to this, she served as Communications Director to U.S. Senator John Barrasso and the Senate Republican Policy Committee.

Earlier in her career, Schillinger served in the George W. Bush Administration as Press Secretary at the U.S. Department of Commerce and as Assistant Press Secretary at the White House.

She grew up in Columbus, Georgia and received her bachelor’s degree from Clemson University.

About the AIC
The American Investment Council (AIC) is an advocacy and resource organization established to develop and provide information about the private investment industry and its contributions to the long-term growth of the U.S. economy and retirement security of American workers. Member firms of the AIC consist of the country’s leading private equity and growth capital firms united by their successful partnerships with limited partners and American businesses.

Morgan Schmit-Sobeck

Principal, Investor Relations, Clayton, Dubilier & Rice

Morgan Schmit-Sobeck is a Principal at Clayton, Dubilier & Rice. She focuses on global investor relations and fundraising activities. Previously, Ms. Schmit-Sobeck worked on Cinven’s investor relations and fundraising team, where she helped establish the NY office. Prior to that, she worked with the Private Equity Group at Goldman Sachs & Co. Ms. Schmit-Sobeck graduated Magna Cum Laude from the University of Missouri where she received her B.S. in Business Administration with double emphasis areas in finance and economics.

Formed in 1978, Clayton, Dubilier & Rice (CD&R) was a pioneer of the operationally driven private equity investment model. CD&R seeks to produce exceptional investment returns by acquiring well-positioned businesses at attractive valuations—frequently in advantaged sale processes and in partnership with sellers who view the firm’s capital as strategic—and then executing growth and productivity-enhancing actions to make its portfolio companies more valuable enterprises. The firm often collaborates with corporations, families, and founders.

The Firm is 100% Partner-owned, manages capital in a single fund and remains committed to an investment strategy driven by operationally intensive value building which has proven durable through six economic cycles. CD&R invests predominately in North America and Western Europe across a variety of business models within the firm’s core industry verticals (Business Services, Consumer/Retail, Healthcare, Industrials, Technology and Financial Services

Antonia Schwartz

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 Lotus, 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 an MA in International Relations from the School of Advanced International Studies at the John Hopkins University and a B.Sc. in Business from Virginia Polytechnic Institute and State University.

Lotus Infrastructure 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 renewable power generation, battery storage, renewable and low-carbon fuels, electric transmission, thermal power, and midstream and downstream assets. Our longstanding focus on renewable energy solutions provides us unique perspectives on recent developments in the energy transition space including sustainability, electrification and decarbonization of the global economy. Lotus Infrastructure 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 $3 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 Infrastructure team brings extensive multi-functional expertise to all of its investments including development, construction, operations, acquisition and financing.

Recent trends in the energy sector and a global focus on the energy transition have blurred the lines between traditional energy infrastructure and other industrial sectors that require solutions towards decarbonization, sustainability and energy efficiency. Based on a longstanding history of identifying trends across the entire infrastructure and energy value chains, Lotus Infrastructure is dedicated to pursuing attractive, risk-adjusted returns from both opportunistic acquisitions and development of infrastructure assets.

We evaluate potential opportunities based on the following key criteria in order to reduce downside risk, optimize financial flexibility and maximize exit opportunities for the investments:

Hard assets
Cash flow profile, strength and certainty
Technology risk / established technology
Stage of development
Commercial opportunities
Revenue hedging opportunities
Cost certainty and predictability
We evaluate these criteria through the lens of our hands-on approach and active partnership with world-class developers and operating partners to add value at every stage of the investment process.

To identify opportunities, Lotus Infrastructure executives leverage long-standing relationships across the industry and with developers and asset owners. Our executives have a demonstrated track record of successfully originating transactions through proprietary channels rather than agent-led auctions.

Lotus Infrastructure’s equity investments typically range from $50 million to $200 million or more, the “middle market” that Lotus Infrastructure believes affords more diverse opportunities, negotiated transactions and attractive values.

Anar Shah

Vice President, Head of Investor Relations

As a member of Lionstone’s capital formation team, Anar Shah leads investor relations, institutional and retail business development, and strategic planning and development of new fund vehicles across the firm’s investment programs. Ms. Shah has over 25 years of experience in institutional investment management. Prior to joining Lionstone in 2020, Ms. Shah was a senior vice president on the alternative investment sales team at Citi Private Bank. She received a B.S. in Finance from Louisiana State University and holds the FINRA Series 6, 7, 31, 63, and 66 registrations.

Lionstone Investments was founded in 2001 as a privately-owned real estate investment firm. Lionstone is a data-analytics driven real estate investment firm that conceptualizes, analyzes, and executes national investment strategies using proprietary algorithms and advanced analytics to strategically pinpoint the locations where innovation, economic vitality, and productivity intersect to create sustainable and vibrant communities. Generating smart insight via sophisticated analytic tools, Lionstone is able to identify the highest concentrations of growth and productivity in the U.S. economy. This unique approach finds durable growth and resilient income in a rapidly evolving world.

The Firm has consistently generated cycle-tested real estate investment performance across core, value-add, and opportunistic strategies. Focusing on 17 internationally competitive U.S. markets, Lionstone has invested in over 22 million square feet of diversified real estate product across various property types, including mixed-use, multifamily, retail, and office.

Lionstone’s headquarters is in Houston and services all functions of investing, including portfolio management, asset management, risk management, analytics and research, capital formation, acquisitions, accounting, legal and compliance. The Firm also has offices in Boston, Los Angeles, and Minneapolis.

In November 2017, Lionstone was acquired by Columbia Management Investment Advisers, LLC (CMIA), a wholly-owned subsidiary of Ameriprise Financial, Inc. CMIA operates under the brand name Columbia Threadneedle Investments. The Firm continues to advance the automation of its proprietary analytic tools and this ownership structure allows Lionstone to continue to enhance the analytics-based platform that it has been committed to since inception.

Charlotte Shropshire

Head of Investor Relations, Menlo Ventures

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

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

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

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

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

Jacob Shulman

Director of Investor Relations & Marketing, Oak Hill Capital

Jacob Shulman is a Director of Investor Relations & Marketing at Oak Hill Capital and has been part of the firm since 2018. Jacob focuses on the firm’s investor relations, marketing, fundraising, and business development activities. He serves as a primary point of contact for Oak Hill’s global institutional and retail investor base, which spans the U.S., Canada, South America, Europe, Asia, Oceana, and the Middle East. Jacob is involved in all aspects of raising Oak Hill’s fifth and sixth flagship funds, co-investments (equity & debt), and continuation funds. Prior to joining Oak Hill, he was an Associate on the Investor Relations team at Energy Capital Partners. Mr. Shulman earned a B.A. degree from the University of Pennsylvania.

Oak Hill is a longstanding private equity firm focused on the North America middle-market. Oak Hill applies a specialized, theme-based approach to investing in the following dedicated industry sectors: Media & Communications, Industrials, Services, and Consumer. The Firm implements a highly systematic approach to theme development, proactive origination, and value creation in partnership with management to build franchises of lasting value. Over the past 35+ years, Oak Hill and its predecessors have raised approximately $20 billion of initial capital commitments and co-investments, invested in approximately 100 companies, and completed more than 300 add-on acquisitions representing an aggregate enterprise value at acquisition of over $60 billion. For more information, please visit www.oakhill.com

Robyn Slutzky

Partner, Head of Capital Solutions, Arctos Sports Partners

Robyn Sacks Slutzky is a Partner of Arctos Sports Partners. In addition to leading the firm’s investor relations and capital raising activities, Mrs. Slutzky directs the Firm’s investment strategy and firm governance.

Prior to joining Arctos Sports Partners, Mrs. Slutzky served as Co-Head of Private Equity Due Diligence for JPMorgan’s Private Bank where she led a team that sourced and oversaw more than $40 billion in client commitments. In this capacity, she worked with some of the largest private equity firms and served on numerous Advisory Boards. In addition to her leadership role, Mrs. Slutzky led the firm’s expansion into Secondaries, Distressed, and Cyber Security. She also served as a member of the Private Equity Advisory Committee setting strategy and portfolio construction for JPMorgan’s annual Vintage fund-of-funds program and other internally managed products.

Mrs. Slutzky founded and Co-Chaired the JPMorgan Solutions Women’s Network focused on building inclusive cultures where women can thrive. She oversaw the implementation of initiatives focused on recruiting, developing, and promoting female talent at JPMorgan. She also served on a separate Diversity & Inclusion (“D&I”) committee tasked with integrating D&I into the Private Bank’s underwriting process and product offering.

Prior to joining JPMorgan, Mrs. Slutzky was an Investment Vice President at Prudential Financial, where she was responsible for making private equity fund and co-investments on behalf of the general account. Her earlier career included fund investing and co-investing roles at Quilvest and AlpInvest as well as investment banking experience at DLJ/Credit Suisse.

Mrs. Slutzky graduated with honors from the University of Western Ontario, Richard Ivey School of Business, where she received a BA in Finance. She received her MBA from the Columbia Business School.

Arctos Sports Partners is a private equity platform dedicated to the professional sports industry and sports franchise owners.

Our mission is to partner with owners and leagues to increase liquidity and financial flexibility for ownership groups using a collaborative, thought partner approach.

Arctos Sports Partners acquires passive minority stakes in professional sports franchises and provides customized liquidity and passive growth capital solutions to sports franchise control owners and governors.

Our team is uniquely positioned to execute this strategy on behalf of institutional investors and to act as a collaborative partner for sports ownership groups and leagues.

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Soo Song

Head of Marketing, WiL (World Innovation Lab)

Founded in 2014, WiL (World Innovation Lab) is a venture capital firm that partners with leading global corporations and government entities in Japan and Asia. With offices in Palo Alto, California, and Tokyo, the firm’s mission is to serve as a bridge between startups and corporations in the United States and Asia, with a particular focus on Japan. WiL supports its portfolio companies by establishing corporate partnerships that enable U.S. and European startups to scale globally, and Japanese startups to innovate and globalize. WiL invests in emerging technology spanning AI & Machine Learning, SaaS (fintech, insurtech, cybersecurity, cloud infrastructure, developer tools), Industry 4.0, and Healthcare Tech. Notable WiL investments that have exited to public markets from Fund I and Fund II include Asana, Mercari, Raksul, Wise and Auth0 — whose acquisition by Okta was completed in May 2021. WiL also invests in exceptional venture funds, and supports its LPs in corporate venture investment efforts.

Steven Spencer

Partner, Chief Legal Officer and Chief Compliance Officer, Siris Capital Group, LLC

Mr. Spencer is a recognized legal, compliance and operations expert in the investment management field. He is currently a Partner, Chief Legal Officer and Chief Compliance Officer at Siris, where he sits on the Operating, Investment and Valuation committees. Prior to joining Siris, Mr. Spencer worked at Point72 Asset Management, L.P., where he was a Managing Director in the legal department, primarily representing the firm in connection with its private investments. Previously, he was an attorney with the law firm of Schulte Roth & Zabel LLP. He earned his J.D. magna cum laude from St. John’s University School of Law and a B.Sc. in Industrial and Labor Relations from Cornell University.

Siris is a leading private equity firm that invests primarily in mature technology and telecommunications companies with mission-critical products and services, facing industry changes or other significant transitions. Siris’ development of proprietary research to identify opportunities and its extensive collaboration with its Executive Partners and Advisors are integral to its approach. Siris’ Executive Partners and Advisors are experienced senior operating executives that actively participate in key aspects of the transaction lifecycle to help identify opportunities and drive strategic and operational value. Siris has offices in New York and West Palm Beach, and has raised nearly $6 billion in cumulative capital commitments. Visit www.siris.com.

Tess Sprechman

Head of Investor Relations, AE Industrial Partners

Ms. Sprechman is Head of Investor Relations at AE Industrial and is primarily focused on investor relations, marketing and communications activities. Prior to joining AE Industrial in 2019, Ms. Sprechman was a Vice President of Investor Relations at Sun Capital Partners. Ms. Sprechman graduated from Florida State University where she earned a BS in Finance.

AE Industrial Partners is a private investment firm with $5.5 billion of assets under management focused on highly specialized markets including Defense & Government Services, Commercial Aerospace, Specialty Industrial, Space, Power & Utility Services, and Business Aviation. AE Industrial Partners has completed more than 130 investments in market-leading companies that benefit from its deep industry knowledge, operating experience, and network of relationships across the sectors where the firm invests. With a commitment to driving value creation in partnership with the management teams of its portfolio companies, AE Industrial Partners primarily invests across private equity, venture capital (AEI HorizonX), and aerospace leasing. For more information, please visit www.aeroequity.com.

Annis Steiner

Principal, Marketing & Communications, FTV Capital

Annis drives marketing and communications for FTV Capital, collaborating closely with the firm’s investment, business development and investor relations teams. Prior to joining FTV, Annis led marketing at Bain Capital Ventures, where she developed strategic programs to expand the firm’s founder network. Before BCV, Annis was the first head of marketing at Sapphire Ventures and led its rebranding from SAP Ventures. Earlier in her career, Annis held marketing roles at impact investing firm Omidyar Network and at more traditional financial services firms – Charles Schwab and Merrill Lynch.

FTV Capital is a growth equity investment firm that has raised $6.2 billion to invest in high-growth companies offering a range of innovative solutions in three sectors: enterprise technology and services, financial services, and payments and transaction processing. FTV’s experienced team leverages its domain expertise and proven track record in each of these sectors to help motivated management teams accelerate growth. FTV also provides portfolio companies with access to its Global Partner Network®, a group of the world’s leading enterprises and executives who have helped FTV portfolio companies for two decades. Furthermore, FTV offers a robust platform to optimize portfolio company operations and fuel their growth through FTV PropelTM, an in-house team of seasoned operational leaders who deliver strategic counsel and practical resources across a range of critical business functions, including sales, talent, business development, marketing and technology.

Founded in 1998, FTV Capital has invested in more than 130 portfolio companies, including A-LIGN, Docupace, EBANX, Lean Solutions Group, LoanPro, LogicSource, Luma Health, Paddle, ReliaQuest and Vagaro, and successfully exited/partially exited companies including Enfusion (NYSE: ENFN), Globant (NYSE: GLOB), InvestCloud (recapitalized), MedSynergies (acquired by Optum), RapidRatings (recapitalized), Strata Fund Solutions (acquired by Alter Domus), VPay (acquired by Optum) and WorldFirst (acquired by Ant Financial). FTV has offices in New York, San Francisco and Connecticut. Learn more by visiting www.ftvcapital.com and following the firm on LinkedIn.

Dan Sullivan

Client Partnerships - North America, DiligenceVault

Dan Sullivan is a member of the Client Partnerships team at DiligenceVault. Prior to joining DiligenceVault, Dan spent 6 years in asset management distribution, most recently as a Vice President at Zacks Investment Management. Dan graduated from Quinnipiac University and is CAIA charterholder.

DiligenceVault is the investment industry leader in offering a comprehensive due diligence platform for asset owners, allocators, consultants and fund managers. Today, over 40,000 users, including over 9,000 managers, leverage the platform in digitalizing and streamlining their due diligence framework, moving away from previously manually intensive, error-prone, and expensive diligence processes. DiligenceVault is trusted by leading global asset allocators including Goldman Sachs Asset Management, NEPC, Universities Superannuation Scheme, UTIMCO and Wells Fargo. Founded in 2014, DiligenceVault delivers a global support commitment with teams in New York, London, Singapore, and India. For more information about DiligenceVault, please visit: www.diligencevault.com

Lindsey Swanson

Head of Investor Relations, BBH Capital Partners

Lindsey Swanson joined BBH in 2008 and is a Vice President. As Head of Investor Relations, Lindsey manages BBHCP’s relationships with existing and potential investors. Lindsey is a member of BBHCP’s ESG Working Group. Prior to joining BBHCP in 2019, Lindsey worked in BBH’s Network & Counterparty Relationship Management function, helping manage BBH’s global network of clearing bank relationships. Earlier in her career, she held roles within BBH’s Investor Services line of business and Treasury department after completing BBH’s Banking and Finance Training Program. Lindsey graduated from Duke University and received an MBA from Columbia Business School.

BBH is an independent, global financial services firm founded in 1818 and headquartered in New York City. It serves asset managers, financial institutions, privately-held companies, families, and wealthy individuals through its three business lines: Investor Services, Investment Management and Private Banking. The firm is known for its exceptional client service and expertise.

BBH operates in over 90 markets worldwide from 18 offices. BBH employs approximately 6,000 professionals. For more information, please visit www.bbh.com.

BBH Capital Partners (BBHCP), a private equity strategy of Brown Brothers Harriman & Co., provides friendly capital solutions to growth-oriented middle-market companies. Our flexible investment mandate gives us the ability to act as a control or non-control investor and to structure our investments as a combination of equity and subordinated debt securities as needed. BBHCP targets platform investments between $40 million and $150 million. Our capital is used to support a variety of transactions, including management or leveraged buyouts, growth financings, recapitalizations, buy-and-build strategies, and acquisitions.

Benjamin W. Thorndike

Head of Infrastructure Investor Relations, Manulife Investment Management

Prior to joining Manulife Investment Management, Ben was the North America alternative investments leader at Mercer, focused on private equity, private debt, hedge funds, real estate, and infrastructure. Before joining Mercer, Ben spent more than 25 years in asset management, working in senior leadership roles for firms including Bain Capital, Wellington Management, and Scudder Investments.

Ben is a graduate of Colby College in Waterville, Maine, where he currently serves on the Board of Overseers. Ben also is a past Board Chair and current Board member for Walker, a Needham, Massachusetts based non-profit organization that provides state-of-the-art special education and world-class mental health services to children and adolescents ages 3 to 22.

Joined the company: 2018

Manulife Investment Management is the global brand for the global wealth and asset management segment of Manulife Financial Corporation. We draw on more than a century of financial stewardship and the full resources of our parent company to serve individuals, institutions, and retirement plan members worldwide. Headquartered in Toronto, our extensive capabilities in public and private markets are strengthened by an investment footprint that spans 19 geographies. We complement these capabilities by providing access to a network of unaffiliated asset managers from around the world. We’re committed to investing responsibly across our businesses. We develop innovative global frameworks for sustainable investing, collaboratively engage with companies in our securities portfolios, and maintain a high standard of stewardship where we own and operate assets, and we believe in supporting financial well-being through our workplace retirement plans. Today, plan sponsors around the world rely on our retirement plan administration and investment expertise to help their employees plan for, save for, and live a better retirement. Not all offerings are available in all jurisdictions. For additional information, please visit manulifeim.com.

Andrew Tirbeni

Managing Director, Client Relations and Capital Raising, EQT Group

Sarah Tomolonius

Partner, Head of Investor Relations, M13

Sarah Tomolonius is Partner, Head of Investor Relations at M13, a consumer tech-focused full-service venture capital engine. Ms. Tomolonius is the co-founder of the Sustainability Investment Leadership Council. Ms. Tomolonius served as Vice President, Marketing and Investor Relations for Arlon Group, a food and agriculture investment firm, from December 2012 to June 2018, and served as Senior Professional, Management Reporting & Analytics from December 2010 to December 2012. From October 2008 to December 2010, Ms. Tomolonius served as Associate, Investor Relations for Citi Private Equity, a private equity group that was acquired by StepStone Group in October 2010. From October 2005 to September 2007, Ms. Tomolonius served as Research Analyst, Corporate & Public Affairs Group of Edelman, a global public relations firm. Ms. Tomolonius served as Program Assistant, Water & Coastal Program of Natural Resources Defense Council, a non-profit international environmental advocacy group, from October 2002 to September 2005. Ms. Tomolonius has served as a Director on the Board of Quest Resource Holding Corp. (NASDAQ: QRHC) since 2016 and is a member of the Audit and Nominations & Governance Committees. Ms. Tomolonius also served in numerous board capacities for non-profit organizations, including Chair of the Sustainability Committee for the New York Alternative Investment Roundtable and President of the Board of HeARTs Speak, a nonprofit organization, from February 2014 to February 2017, and she remains a board member for the organization.

Maura Turner

Head of Marketing & Communications, Charlesbank Capital Partners

Maura joined Charlesbank in 1999 to help build out the firm’s communications program. Over the years she has had a range of responsibilities including internal communications, investor relations, fundraising, marketing and events. She currently focuses on marketing and public relations while also co-leading Charlesbank’s ESG program across the firm and portfolio.

Earlier in her career, she worked at Beth Israel Deaconess Medical Center managing publications, media relations and communications, and in employee relations at Houghton Mifflin Company.

She holds a bachelor of arts, with distinction, from the University of Toronto, with a double major in classics and English, and a master’s in mass communications and public relations from Boston University’s College of Communications.

Charlesbank Capital Partners is a long-established private investment firm with more than $17 billion of cumulative capital raised since inception. For many years, we managed an investment portfolio solely for the Harvard University endowment, before becoming an independent private equity firm in 1998. The firm is known for its disciplined approach over multiple business cycles and deep specialization in the middle market. Its Flagship private equity funds focus on several core sectors (business & financial services, consumer, healthcare, industrial and technology), and invest primarily in North America, with a particular focus on founder-led companies, corporate carve-outs and transformational opportunities. In addition to its Flagship funds, the firm has dedicated Opportunistic Credit and Technology Opportunities strategies; the three groups collaborate closely, leveraging Charlesbank’s collective insights, resources and networks.
Charlesbank is guided by its mission to deliver superior risk-adjusted returns through a best-in-class team and culture and by its core values of Team, Impact, Excellence and Respect. The firm has more than 160 staff members and offices in Boston and New York. For more information, visit: www.charlesbank.com.

Louise Verga

Managing Director, Dasseti

Louise is an investment sector professional, with over 15 years’ experience gained across the buy and sell side technology space. As Managing Director of Dasseti, an innovative digital due diligence platform, Louise works closely with clients in banks, family offices, hedge funds, asset managers, pensions and insurance companies to help them streamline and automate due diligence and monitoring data collection and analysis.
Working internationally in the UK, Italy, Switzerland and the US gave Louise a solid view of the global fintech space and the criticality of sound data to maintain compliance and inform investment decision making.

Dasseti (formerly Diligend) is a leading software platform that helps institutional investors, investment consultants and investment managers meet the rigorous demands for data collection, analysis, exchange, reporting and compliance at every stage of the investment lifecycle.
Dasseti's Engage allows asset managers and GPs to get the most out of their current software, working in tandem to ingest data from RFP tools and eVestment data profiles for example, then flexing and publishing company and fund data to templates and consultant databases. Dasseti Engage can save managers and GPs hundreds of hours, allowing them to do more with the resources they have, opening opportunities to win more mandates. For GPs and managers that use data rooms or DDQ distribution tools, where some tools force them to use a set DDQ template, Dasseti Engage allows managers to create and securely share live data via a secure investor portal. Interactions are visible and controlled.

Emily Victor-Smith

Principal, Fundraising & Investor Relations, Welsh, Carson, Anderson & Stowe

Ms. Victor-Smith is a Principal on the Fundraising & Investor Relations team, having joined WCAS in 2015. Before joining WCAS, Ms. Victor-Smith was an associate for Morgan Stanley Alternative Investment Partners, focusing on client service for the Private Equity and Real Estate Fund groups. Prior to joining Morgan Stanley, she worked on the business development and advisory team at Aksia, a hedge fund research and advisory firm. Ms. Victor-Smith received her B.A. from the University of Virginia.

About Welsh, Carson, Anderson & Stowe

WCAS is a leading U.S. private equity firm focused on two target industries: technology and healthcare. Since its founding in 1979, the firm's strategy has been to partner with outstanding management teams and build value for its investors through a combination of operational improvements, growth initiatives and strategic acquisitions. The firm has raised and managed funds totaling over $33 billion of committed capital. For more information, please visit www.wcas.com.

Monica Vitoria

Partner, Head of Investor Relations, Stripes

Monica joined Stripes in 2017 to build out the Investor Relations function at the firm. As Partner and Head of Investor Relations, she leads all aspects of marketing, investor communication and relationship building.

Monica has over 15 years of experience in capital raising and investor relations. Prior to joining Stripes, she spent five years at Stone Point Capital, a financial services focused private equity firm, where she focused on marketing and investor relations as well as worked with several of the firm’s portfolio companies in the asset management sector. In addition, Monica spent five years in Lazard’s Private Fund Advisory Group, which raises capital for private investment funds. She received her B.A. in Economics from New York University (Honors).

Stripes is a leading growth equity firm based in New York City that partners with the next generation of iconic consumer and software businesses. Stripes invests globally in companies with amazing products and helps them scale by providing service and resources to supercharge growth.

Since 2008, Stripes has invested in over 80 companies, including On Running, Monday, Remitly, Snyk, A24, Axonius, Siete, Erewhon, Kosas, Reformation, Levain Bakery, Island, Pleo, and KHAITE among many others. The firm currently has over $7B in assets under management. For more information, please visit www.stripes.co.

Kate Watts

CEO, Long Dash

In September 2019, The Atlantic acquired Kate’s experience design firm, Faire Design. This acquisition, The Atlantic’s first, expanded Long Dash’s capabilities and leadership in brand services by infusing Faire Design’s obsession with experience design, product, and tech with Long Dash’s expertise in research, editorial, and strategic planning. In 2023 Kate took on ownership of Long Dash.

In her current role as CEO, Kate closely partners with the C-suite and communications leaders to elevate a brand’s position in the world to drive demonstrable growth. Prior to Faire, Kate held the role of president, U.S., for Huge—a renowned global agency. During her decade at Huge, she proudly built the industry’s most talented team and delivered the world’s most exceptional digital experiences for startups and Fortune 100 brands alike.

Long Dash is a vanguard branding and communications firm born out of The Atlantic in 2012. We were founded to help our clients cultivate loyal audiences by becoming sources of trusted insight and engaging storytelling. To do that, Long Dash takes a journalistic approach to brand strategy, communications, and content-driven marketing.

With an extensive track record in B2B, finance, investor, and professional services, Long Dash designs and executes strategies to engage professional audiences, so clients can grow and capitalize on their influence. We translate complex subjects into compelling, clear narratives, deliver game-changing go-to-market strategies, and build digital brand experiences that empower and motivate audiences. We help clients use their insights and expertise to become visionary leaders within and beyond their industries.

Recent and current clients include BCG, Deloitte, PwC, Obvious Ventures, Discord, Salesforce, Gartner and many others, ranging from Fortune 500 companies to emerging startups.

Catherine Warfield

Director, Investor Relations, Warren Equity Partners

Ms. Warfield is responsible for the strategy for communication and relationships with current and prospective investors. Previously she spent 14 years leading business development and relationship management for Foundation For The Carolinas (FFTC), a community foundation based in Charlotte. Prior to FFTC, she worked for RBC Bank. Ms. Warfield is a CFP®.

She graduated as a member of Phi Beta Kappa from the University of North Carolina at Chapel Hill with a B.A. in Communication Studies.

Warren Equity Partners is a private equity firm investing in companies that provide mission-critical products and services into infrastructure end markets. Target sectors include power & utilities, waste, water & wastewater, digital infrastructure, transportation, buildings & facilities, and environmental, health & safety. WEP drives business improvement and value creation initiatives with a dedicated operations team whose domain knowledge and deep experience help management teams transform their businesses into leading enterprises

Joanna Weiss

Director, Investor Relations, TriSpan

Joanna is a Director and responsible for leading the firm’s client relationship management initiatives in the United States.

Joanna is a seasoned investor relations and marketing professional having worked in the private equity industry for over a decade. Prior to joining TriSpan in November 2020, Joanna worked as an independent consultant for Arq Advisors providing strategic and thoughtful advisory and capital raising services to investment funds and private companies.

Prior to that, Joanna was Vice President of Investor Relations and Marketing at WL Ross & Co. LLC and Invesco Private Capital. In this role, her responsibilities included all aspects of client service and new business development, working with a wide range of global institutional investors and family office clients.

Founded in 2015, TriSpan is a transatlantic private equity firm with offices in New York and London that invests in lower middle market companies in North America, Europe, and the United Kingdom with annual revenues typically ranging from $20-100 million and/or EBITDA of $2-20 million. TriSpan is committed to creating value by bringing a combination of deep operational and financial resources to drive strong growth and performance. Since inception, the firm has invested in 19 platforms totaling more than 80 companies to date.
Before moving to investor relations, Joanna served as a Junior Analyst for WL Ross & Co. where she focused on the retail sector and assisted with the firm’s trading and operations. Joanna started her career as Client Relations Manager for MyRichUncle, a start-up student loan company.

Joanna earned her M.B.A. from IE Business School in Madrid, graduating with honors. She received her B.B.A. in Finance and Management from the Goizueta Business School of Emory University. She holds the Series 7, 63 and 66 designations.

Sonja Weiss

Associate Vice President, Investor Relations, Instar Asset Management

Sonja Weiss joined Instar in 2017, where she is responsible for fundraising and investor relations across Instar’s flagship fund series and various co-investments. Sonja develops and manages relationships with investors, including reporting and due diligence processes, and has played a key role in enhancing Instar’s capital raising strategy.

Sonja is a subject matter expert in CRM (customer relationship management). Prior to her role in investor relations, she led the implementation of Instar’s relationship and deal management database, extracting valuable insights out of complex data to inform and enhance the firm’s origination, deal execution and fundraising strategies.

Sonja holds a Bachelor of Science (Honours) in Life Science from McMaster University.
Instar Asset Management (Instar) is a private equity firm that invests in scalable businesses providing essential products and solutions to communities across North America’s middle market. With approximately $3 billion of equity under management, Instar's growing, diversified portfolio includes niche market leaders across Canada and the U.S. primarily in the transportation and logistics, environmental and energy transition sectors.

Instar's purpose as an organization is to enrich people's lives through investing, engaging with and supporting its employees, and creating value for stakeholders in a manner that contributes to broader social and economic progress. The company partners with small- and medium-sized businesses to help them achieve greater scale and impact and become more resilient and profitable. With over 200 years of combined investing experience, Instar works alongside management teams to implement growth, enhancement and ESG strategies that drive long-term value across its platform.

Jeff Williams

Chief Strategy Officer, Altvia

Jeff Williams, Altvia’s Chief Strategy Officer, utilizes his technical expertise and profound understanding of the private capital market to drive strategic innovations that propel the alternative investment industry forward. His multifaceted role primarily focuses on optimizing clients' technology investments to push the boundaries of possibility and reinforce Altvia as a strategic thought partner.

Prior to joining Altvia in 2011, Jeff worked at Greenspring Associates, a leading Fund of Funds, where he found his passion for achieving enduring business impacts in industries on the cusp of major change.

As the technology pioneer for private capital markets, Altvia drives innovation for GPs to deliver a best-in-class LP experience. Altvia's purpose-built and fully integrated technology platform helps to simplify data complexity, efficiently raise and deploy capital, and deliver a modern LP experience. Founded in 2006, and acquired by Marlin Equity Partners in 2022, Altvia has hundreds of world-class clients and supports over 55,000 LP investors.

Ana Yoerg

VP Marketing, At One Ventures

Ana Yoerg is VP of Marketing at At One Ventures, where she leads all brand initiatives and integrated marketing strategies for the firm, growing its profile among key audiences.

Her primary focus is on portfolio company success, bringing 15 years of experience in GTM and communications to the early-stage startups as they approach commercialization. She guides them through brand development (e.g., personas, messaging, digital presence) and co-develops their owned and earned media strategy, including execution of public relations programs – telling the most important and compelling stories behind their climate tech solutions.

Prior to joining At One Ventures Ana was the head of content and editorial for Tony Robbins. She launched, produced and grew his podcast to 100M downloads and created newsletters and email nurture streams for an audience of 2M subscribers. The company’s digital subscription business grew to a $12M ARR in under 18 months under her leadership.

Previous to that role, Ana co-founded a content marketing and video production agency to work with early-stage tech ventures. Clients included explore.org, a project of The Annenberg Foundation, Target.com, DTLV @SXSW, Fandom (dba. Wikia), AdColony, Opera and the ecommerce platform Tradeswell.

Ana earned a BA in English Literature from Princeton University in 2002.

At One Ventures invests in deep-tech startups catalyzing a world where humanity is a net positive to nature. The firm is highly technical and was founded by Tom Chi, former Head of Experience and founding member at Google X. At One Ventures finds, funds, and grows companies that are using disruptive deep tech to upend the unit economics of established industries while dramatically reducing their planetary footprint. To date, At One Ventures has invested in 35 startups, including battery recycler Ascend Elements, de-extinction company Colossal Biosciences, and biodegradable packaging supplier Cruz Foam. For more information, please visit https://www.atoneventures.com/.

Karen Bommart

Head of Investor Relations, Battery Ventures

Karen heads the IR function at Battery, working with the firm’s limited partners on a day-to-day basis.

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.

Battery partners with exceptional founders and management teams developing category-defining businesses in markets including software and services, enterprise infrastructure, online marketplaces, healthcare IT and industrial technology. Founded in 1983, the firm backs companies at all stages, ranging from seed and early to growth and buyout, and invests globally from six strategic locations: Boston; San Francisco and Menlo Park, Calif.; Tel Aviv; London; and New York. Follow the firm on Twitter @BatteryVentures, visit our website at www.battery.com and find a full list of Battery’s portfolio companies here.

Nancy Katz

Senior Director, Costanoa Ventures

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

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

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

Amrita Mainthia

VP, Investor Relations, General Catalyst

Amrita Mainthia is VP of Investor Relations at General Catalyst, based in San Francisco. As part of the IR team at GC, Amrita focuses on building and nurturing relationships among the LP community, investment team and portfolio companies. Previously, Amrita served as chief of staff to General Catalyst’s co-founder. Prior to GC, Amrita spent four years at General Electric where she led integrated communications for GE Capital, ultimately serving on the core team that marketed and messaged GE's $200B sale of GE Capital, the company's largest M&A effort in history. Amrita holds an undergraduate degree in journalism and marketing from Syracuse University and an MBA from Harvard Business School.

General Catalyst is a global venture capital firm that invests in powerful, positive change that endures — for entrepreneurs, investors, people, and society. GC supports founders with a long-term view who challenge the status quo, partnering with them from seed to growth stage and beyond to build companies that withstand the test of time. With offices in San Francisco, Palo Alto, New York City, London, and Boston, the firm has helped support the growth of businesses such as: Airbnb, Deliveroo, Guild, Gusto, Hubspot, Illumio, Lemonade, Livongo, Oscar, Samsara, Snap, Stripe, and Warby Parker.

Michelle Noyes

Managing Director, Head of Americas, Alternative Investment Management Association (AIMA)

Michelle Noyes joined AIMA in 2012 as Chief Operating Officer of AIMA's New York office and became the Association’s Head of Americas in December 2017.

Prior to AIMA, Michelle was Head of International Sales and Investor Relations for BRZ Investimentos, one of the largest independent asset managers in Brazil. While in Sao Paulo, she also served as the Brazil representative for AIMA and established the AIMA Brazil network. Michelle began her career in hedge funds as General Manager for a global conference organizer, where she launched and managed a portfolio of successful asset management and investment events. Michelle holds a B.A. and M.A. from New York University and is a CAIA Charterholder.

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Partner, Head of Communications & Public Affairs, Bain Capital

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Managing Director, Head of Investor Network, Equilibrium

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Co-founder and CEO, Passthrough

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Managing Director, Head of Investor Relations, Anthos Capital

Portfolio Manager, Head Multi-Managers Private Equity Americas, UBS Asset Management

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Managing Director, Due Diligence and Investor Relations, Hines

Head of Marketing, North America,s Impax Asset Management

Principal, Investor Relations & Operations, RC Capital

Managing Director, H.I.G. Capital

Managing Director, Head of Investor Relations and ESG, Tiger Infrastructure Partners

Head of Marketing & Communications, Mill Creek Capital Advisors

Head of Marketing and Communications, Bregal Investments