Investor Relations & Fundraising Forum San Diego 2024

Sarah Abboud is the Director of Marketing & Communications at VMG Partners, marking the first person to fill such a role at the firm. Prior to joining VMG, she oversaw communications at The Pill Club for two and a half years, led communications for Uber’s advanced technologies efforts for four years – namely self-driving and flying cars (yes, flying cars!) – followed by a year of leading public relations for Uber’s grocery delivery debut.

As the oldest of four children and the lone girl, Sarah is no stranger to keeping calm amid chaos. During her seven plus year stint across both Uber and The Pill Club, Sarah was involved in everything from debuting self-driving cars to the public in multiple states and launching grocery delivery amid a global pandemic, to educating the masses about the impact of Roe v. Wade’s reversal in 2022 and communicating The Pill Club’s eventual acquisition in 2023.

Through her work, Sarah strives to make the complex accessible to everyone, no matter their background. And as a proud aunt to three girls, she’s especially passionate about advocating for programs and policies that will allow them to live their best, fullest lives. When Sarah isn’t working or spending time with family and friends, you’ll find her curled up with a good book, cooking, shooting hoops, or volunteering.

VMG Partners is focused on partnering with entrepreneurs and managers to support the growth and strategic development of leading consumer brands and technologies. VMG currently invests through its Consumer and Technology funds. Since its inception in 2005, VMG has provided financial resources and strategic guidance to drive growth and value creation in over 60 companies. Website: www.vmgpartners.com

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.

Lawrence Aragon is an award-winning business journalist who writes about venture capital and private equity. As West Coast Bureau Chief, he is one of PEI Group’s senior editorial decision-makers and works closely with the Editorial Director US, the Group Editorial Director, the Head of Content Strategy and the Company’s cohort of title editors in the US and the UK. Aragon is the editor of Venture Capital Journal and contributes to other PEI titles, including Private Equity International and Buyouts. Previously, he served as Digital Editor for Reuters Deals Group and was an editor and writer for Red Herring, PC Week, VAR Business and the San Jose Business Journal. Aragon makes his home in San Francisco.

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.

Mark Barnhill manages functions connected to capital raising, fund administration, investor
relations and corporate and external affairs for Platinum Equity, Platinum Equity Capital
Partners and related investments, including the Detroit Pistons Basketball Company (where he
serves as an alternate governor on the NBA’s Board of Governors).

Mr. Barnhill leads teams responsible for strategic planning and administration of Platinum’s
private equity fund vehicles and is a senior relationship manager with investors who comprise a
diverse cross-section of public and private pension funds, financial institutions, foundations and
family offices in North America, Europe and Asia.

His team is responsible for working with the firm’s M&A&O® teams on the capital structure and drawdown of investment capital for individual transactions. He also oversees functions related to quarterly and annual reporting and audit, compliance with contractual and regulatory matters related to the funds, and coordination with the funds’ Limited Partner Advisory Committees.

In addition to his fund responsibilities, Mr. Barnhill holds executive leadership functions
connected to strategic planning, recruiting and retention, transaction sourcing, corporate
communications and external affairs for Platinum Equity and its operating companies.

Mr. Barnhill was formerly a Senior Partner at Fleishman-Hillard Inc., where he directed the firm’s
corporate practice in Los Angeles and managed both domestic and international accounts.

Before that he was a senior executive at the Los Angeles Daily News, where he served as Assistant Managing Editor, City Editor, and Washington Bureau Chief. He also spearheaded development of the newspaper’s interactive business and first online site.

Gina Bauman joined Cota Capital in 2022 as Head of Capital Formation. She brings extensive fundraising, investor relations, and marketing experience to the firm. Gina joined Cota after her thirteen-year tenure at IVP, a later-stage venture capital and growth equity firm, where she helped to grow the firm from $2.3 billion to $8.7 billion in committed capital and was responsible for creating and managing the investor relations, marketing, and communication programs, as well as working closely with firm’s portfolio companies.

Gina started her venture capital career at Nokia Venture Partners, a corporate venture capital firm, where she was responsible for marketing, communications, and operations. During her ten years with the firm, she was part of the launch of BlueRun Ventures (BRV), a global early-stage venture capital firm that spun out of Nokia, and managed marketing strategy, public relations, investor relations, and portfolio company marketing support.

Early in her career, she worked in an internationally recognized management consulting firm specializing in corporate strategy. She received her B.A. in Economics from the University of Tartu, Estonia, and an M.B.A. from the San Francisco State University Graduate School of Business.

Gina also co-chaired the Marketing Communications Council of EF, a non-profit organization that promotes corporate volunteerism and philanthropy, and was an Executive Committee member of the National Venture Capital Association’s Strategic Communications Group.

Cota Capital is a technology investment firm that partners with exceptional teams to build and grow timeless companies enabling the future. We have invested over $1 billion in more than 100 modern private and public enterprise technology companies. Cota delivers “Knowledge Capital,” a differentiated combination of financing, deep operating expertise, know-how, impactful data-driven market insights and intelligence, and a vast industry network.

Stephanie Bednar is a Principal in the Capital Formation Group at H.I.G. Capital where she focuses on investor relations efforts across the firm’s existing funds and Limited Partner relationships. Prior to joining H.I.G., Stephanie was a Director at Gryphon Investors where she of was responsible for investor relations and marketing across the firm’s private equity and debt funds. Before joining the private equity industry, Stephanie worked with boutique management consulting firm The Trium Group focused on organizational challenges related to team effectiveness, strategy, leadership and culture and worked with the executive teams of notable clients such as AXA Financial, Cisco, Gap, Genentech, Lehman Brothers, Merck, and Nokia among others, before leading marketing and business development for the firm. She earned her B.A. in English from Fordham University.

H.I.G. is a leading global alternative assets investment firm with $56 billion of equity capital under management. Based in Miami, and with offices in New York, Boston, Chicago, Dallas, Los Angeles, San Francisco, and Atlanta in the U.S., as well as international affiliate offices in London, Hamburg, Madrid, Milan, Paris, Bogotá, Rio de Janeiro and São Paulo, H.I.G. specializes in providing both debt and equity capital to small and mid-sized companies, utilizing a flexible and operationally focused/value-added approach. Since its founding in 1993, H.I.G. has invested in and managed more than 300 companies worldwide. The firm's current portfolio includes more than 100 companies with combined sales in excess of $30 billion. For more information, please refer to the H.I.G. website at www.higcapital.com.

Ira is responsible for the strategic growth and servicing of Ext. Marketing’s U.S. operations in advising clients across the full spectrum of alternative strategies, including hedge funds, private equity and venture capital firms, with their firms’ marketing and branding strategies. This includes partnering with clients and fulfilling their needs across their entire business lifecycle.

As a lawyer and industry veteran, Ira has spent the past 20 years focused on the alternative investments space, advising and consulting alternative asset managers on strategies to operationalize their businesses to support the growth and success of their business. This includes optimizing a firm’s brand equity and ‘storytelling’ to an array of audiences, including to drive capital raising, strategic partnerships and marketing initiatives. Ira has extensive experience in the financial services and marketing industries, having served as COO, General Counsel and Chief Compliance Officer of a hedge fund, and he also led another marketing agency.

Ira’s legal and marketing careers span over 30 and 20 years, respectively. During this time, Ira acquired a unique perspective and deep knowledge of the traditional and alternative asset management industries, including hedge funds, private equity, private wealth, and venture capital firms. This experience has given Ira a unique line of sight that spans the entire industry where he continues to have a valuable pulse on key industry trends. As a marketing visionary, he continues to drive transformative change and raise the bar on marketing and communications in the financial sector.

Ext. Marketing is an owner-operated, full-service, financial services marketing agency that brings together deep industry knowledge and a leading creative team to drive results.

When Ext. Marketing was launched, we identified a growing trend in financial services. Companies like yours were overloaded and under-resourced, and you needed help. Today, the trend is even stronger.

But you wouldn’t entrust your marketing initiatives to just anyone. You need a partner with proven marketing expertise. A firm that lives and breathes financial services. With people who consistently deliver on your marketing and investment communications objectives, while adding great value along the way.

That’s why our clients count on us. We’re dedicated to supporting firms like yours. Our job is to bring fresh ideas to the table and take a new angle or an elevated approach. Your message needs to be heard through the noise, be engaging and make an impact on your target audiences.

We deliver innovative marketing solutions for a full range of clients in the financial ecosystem – including global asset managers, boutique firms, alternative managers (hedge fund, private equity, venture capital), active and passive managers, real estate specialists, insurance companies, RIAs and wealth managers and ESG and impact investing specialists. With Ext. as an extension of their teams, our clients better build their brand, connect with stakeholders and grow their assets.

As senior vice president of investor relations for Lloyd Jones, Jimmy Carrion brings years of solid business development experience to raise capital for the firm's acquisitions and developments. In this role, Jimmy is responsible for building and maintaining relationships with institutional equity partners worldwide.

Most recently, Jimmy served as vice president of business development for the firm, where he focused on the acquisition of new senior living development projects and third-party management contracts for senior living communities across the care continuum.

Prior to joining Lloyd Jones, Jimmy served as regional business development manager at OYO USA, the second-largest hotel chain in the world. Jimmy earned a dual bachelor’s degree in marketing and international business from Georgia State University.

Lloyd Jones has successfully invested in and operated multifamily and senior housing real estate for four decades: as managers for the FDIC in the ‘80s, and as developers, investors, and managers of multifamily and senior housing assets thereafter. Since 1990, Lloyd Jones has developed, owned, and managed approximately $1.2 billion in multifamily real estate. We are proud to be defined by our results: award-winning developments and investment returns averaging 25.27% IRR and 2.34 equity multiples over the past ten years.

Michelle began her private equity career over a decade ago at Bertram Capital sourcing and assessing new investment opportunities. Michelle currently leads investor relations at Bertram where she focuses on fundraising, marketing, and communicating with investors. Michelle is also a part of Bertram’s DEI committee initiating and implementing diversity, equity, and inclusion efforts throughout the firm.

Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $3B of capital commitments. In addition to supplying strategic growth capital, Bertram Capital leverages proprietary processes and services, Bertram High-5sm and Bertram Labs, to empower its portfolio companies to unlock their full business potential. The Bertram High-5sm is an operationally-focused value creation strategy, which includes management augmentation, operational initiative implementation, complementary business acquisition, sales and marketing improvements, and leveraging technology and IP. The cornerstone of this strategy is Bertram Labs, its in-house technology team, which drives growth and value through digital marketing, e-commerce, big data and analytics, application development, and internal and external platform optimization. Visit www.bcap.com for more information.

Catherine Chen joined FFL Partners in 2016 and leads investor relations. Previously, she worked at Goldman Sachs as an analyst in the Alternative Investments and Manager Selection group in New York, focused on private equity. During this time she worked on direct investments, secondary transactions, and new fund commitments across a variety of industries. Catherine graduated with distinction, Phi Beta Kappa, from Stanford University with a B.S. in Mathematical and Computational Science and an M.S. in Financial Mathematics.

FFL Partners is a leading middle-market private equity firm that has been investing in high-quality companies since 1997. Based in San Francisco, FFL is a hyperspecialized, thematic investor focused on targeted areas within Healthcare and Tech-Enabled Services, two complementary sectors in which the firm has deep expertise and broad networks. FFL employs a proprietary sourcing and value creation strategy called the Sector Exploration and Expertise Development (“SEED”) process. The firm aims to partner with exceptional management teams and employs a high-engagement approach to accelerate growth at its businesses. FFL currently has over $5 billion of cumulative capital commitments. For additional information, please visit www.fflpartners.com

Andrea Chrysanthou is one of Canada’s premier media relations experts, a multiple award-winning communicator and an educator with more than a decade of experience in communications. She is currently the Vice President of Brand and Communications at TAS, a leader in impact investing and, in the past, has supported some of North America’s most respected companies. Prior to her career in communications, Andrea worked as a journalist at several top Canadian and international news organizations. The experience gives her a unique understanding of what the media needs to actualize a great story.

Andrea is Accredited in Public Relations (APR) and holds a Bachelor of Applied Arts in Journalism from Toronto Metropolitan University. She also serves as the President for the Canadian Public Relations Society, Toronto Chapter.

TAS is an unconventional impact company that uses real estate as a tool to drive profit and purpose. As an industry
leader in impact real estate, Certified B Corporation, signatory to PRI and member of the Global Impact Investing Network (GIIN), TAS pursues opportunities that create value for investors and generate measurable social and environmental impact. TAS has an active pipeline and portfolio totaling over 7 million square feet across 22 properties throughout the Greater Toronto and Hamilton Area in Canada.

Nick is a Senior Account executive at Intralinks, an SS&C company, and brings over a decade of experience helping alternative investment firms analyze and implement business critical software systems across accounting, operational, and investor relations functions.

Prior to joining Intralinks, Nick spent 9 years in sales roles at Juniper Square and Yardi Systems, in between which he spent 4 years at Landmark Properties where his role was in the customer’s chair, responsible for buying, implementing, and administering the firms ERP systems & integrations.

SS&C has served the space for nearly 40 years. SS&C GlobeOp provides fund accounting and other services to fund managers, while the Intralinks business unit is responsible for developing technologies to streamline and secure fundraising, investor relations, and M&A processes for the industry.

Intralinks’ InvestorVision is the market-leading investor portal solution connecting GP’s and LP’s.

Shernaz is an Operating Partner and CMO at Khosla Ventures, with a track record of building brands and scaling operational teams across a range of businesses from frontier technology and life sciences to consumer and enterprise companies.

Previously, Shernaz served as executive advisor to GV (Google Ventures), and was instrumental in building the fund. More recently she advised one of the fastest-growing life sciences companies, 10x Genomics, through its 2019 IPO — one of the top five performing IPOs that year.

Shernaz has worked with a wide range of global companies including Netflix, Walmart, Motorola, Baidu, Khan Academy, Zynga, Electronic Arts, Groupon, Kosmix, Savvis (CenturyLink), Polyvore (Yahoo), Voyage (Cruise), Kitty Hawk and Guardant Health, among others. She introduced Chinese company Baidu to the U.S. market prior to its public offering, helped Netflix win the war against Blockbuster, and built a technology brand position for Walmart through the creation of its @WalmartLabs division.

She was also CMO of Udacity, where she grew its user base, revenues, partnerships and brand through numerous channels. Earlier, for the first-generation search engine Inktomi, she was CMO and head of investor relations who guided its IPO. Under her leadership, Inktomi became one of the hottest Internet brands, reaching a valuation of $37 billion. She has also worked in the videogame industry across several companies after beginning her career at Sun Microsystems in both the U.S. and Europe.

Shernaz gives talks in the US and internationally on topics such as entrepreneurship, company-building and developing long-lasting brands. She has been featured in business books, addressed members of the U.S. Congress on the future of work, and spoken at the Milken Institute, Fortune Brainstorm Tech and Startup Grind, among others.

She completed her undergraduate degree in communications at Stanford University (Phi Beta Kappa) and her M.A. in Interactive Technologies at Harvard University.

Tiffany is Head of Investor Relations at Sofinnova Investments. She is responsible for investor communications, marketing initiatives, and leads fundraising efforts for the venture team.

Prior to joining Sofinnova, Tiffany worked with the Senior Marketing Executives at Sega of America, one of the world’s premier video games developers and publishers, her responsibilities included managing marketing and trade show events. Before joining Sega of America, Tiffany held the position of Event Planner at doubleTwist (formally known as Pangea Systems) leading all aspects of events, trade shows, and marketing strategies.

Tiffany earned a BS degree in Communications from Purdue University.

Laura Deitz has over 15 years of global experience in fundraising, marketing and client servicing. Laura currently serves as an Investor Relations Principal for Northgate Capital, where she plays a leading role in managing Northgate’s investor outreach and communications programs, coordinating fundraising for specific Northgate investment programs, and developing relationships with Northgate’s LPs.
Prior to Northgate, Laura worked in Dubai for a private investment firm, developing long-term relationships with regional institutions and family offices.

Laura started her career in London, working with Tier 1 financial services institutions and banks implementing strategic transformation programs.

Laura has an M.B.A from Kansas State University and an M.A. from the University of Leeds, England.

Laura is the founder and leader of women-led non-profits, including Task Force Nyx, which provides protection, relocation, and humanitarian support to Afghanistan’s women’s rights leaders.

Northgate is an independent, global investment firm with over 20 years of experience investing in venture capital and private equity funds and companies. Northgate’s platform provides clients access to premier venture capital primary funds and secondary transactions through its flagship fund-of-funds, as well direct company exposure through its venture and private equity funds and customized managed accounts.

Northgate manages approximately $5 billion is assets across its direct and fund-of-funds vehicles and has over 40 team members in San Francisco, London, and Mexico City.

Peter leads communications for NGP. He leads content and media relations, advises on events and brand strategy and helps portfolio companies navigate the noisy world of PR. Before joining National Grid Partners, Peter was Director of Global Marketing and Press at Intel Capital and spent nearly two decades as a journalist covering Silicon Valley startups, venture capital, government and utility deregulation.

Peter holds a BA in English from Yale.

National Grid Partners:
Investing in entrepreneurs with capital, resources, connections and know-how.

We launched in 2018 as the corporate venture and innovation arm of National Grid, one of the world’s largest investor-owned energy companies. Since then, we’ve invested in dozens of companies that are making the power grid safer, cleaner, and smarter. Our team combines 100 years of investing experience and 125 years of utility operations. And we’re the only VC firm that’s built an alliance of nearly 100 global utilities.

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.

Laura is a Partner of the firm and leads Ridgemont’s investor relations, fundraising and limited partner co-investment activities. She also co-leads the firm’s ESG & DEI Governing Committee. Prior to joining Ridgemont in 2013, Laura led investor relations at Blue Point Capital Partners. Previously, Laura was a Principal at Graham Partners serving in a variety of roles over eight years including investor relations, portfolio valuation and investment diligence. Laura started her career as an Analyst in the investment banking group at BB&T Capital Market in Richmond, VA. Laura earned a M.S. in Accounting and B.S. in Analytical Finance from Wake Forest University.

Ridgemont Equity Partners is a Charlotte-based middle market buyout and growth equity investor. Since 1993, the principals of Ridgemont have invested approximately $3.5 billion in 126 companies. The firm focuses on investments of $25 million to $100 million in industries in which it has deep expertise, including basic industries and services, energy, healthcare, and telecommunications/media/technology. www.ridgemontep.com.

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.

Ms. Fontes is the Director of Investor Relations at Grain Management, responsible for developing and maintaining relationships with Limited Partners and their advisors and leading capital development processes.

Prior to Grain, Ms. Fontes was at StepStone Group as a lead client advisor. Previously, she held roles in investor relationship management with Deutsche Asset Management, constituent relationship management at American Cancer Society, and technology and strategy consulting at Accenture.

Ms. Fontes holds an M.B.A. from Columbia Business School and a B.S. in Electrical Engineering from the Georgia Institute of Technology.

Grain Management, LLC is a leading private investment firm that focuses on communications infrastructure and technology companies that connect the world to the information economy. Founded in 2007, the Firm invests exclusively in the global broadband industry, employing a rigorous, data-based process buoyed by deep sector expertise to identify investment opportunities in key areas of communications, including fiber networks, wireless spectrum, cell towers, infrastructure services, and managed services. For more information visit www.graingp.com.

Anne Gherini is Sierra Ventures Chief Marketing Officer. She is focused on building the Sierra brand, powering new avenues of deal flow, and supporting the Sierra Ventures portfolio. Before Sierra, Anne was the CMO of an early-stage venture capital firm, Shasta Ventures. Before moving to venture capital, Anne led marketing and partnerships for several high-growth startups.

Anne has regularly contributed to Inc. Magazine for the past seven years. She graduated from the University of California, San Diego.

Outside of work, she is an avid distance runner clocking in over 2k miles a year and a recent skiing convert after decades of sitting down to strap into her snowboard.

Kelly Golden is Head of Investor Relations at G2 Venture Partners. Prior to joining G2, Kelly was an Executive Director at UBS where she spent nine years on the Capital Introduction team in the Prime Brokerage division. At UBS, Kelly was responsible for leading their Cap Intro efforts with institutional investors on the West Coast and in Texas and providing in-depth consulting and strategic marketing advice to UBS's global hedge fund clients.

Prior to joining UBS, she spent five years as an allocator including three years at Hall Capital Partners where she worked as a research analyst in the Equity Strategies Group. Kelly holds a B.S. in Business Administration from the University of Southern California.

G2 Venture Partners is a venture and growth investing firm focused on emerging technologies driving sustainable transformation across traditional industries. We support entrepreneurs who are unlocking new paths to environmentally and socially responsible economic growth.

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

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

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

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

Zoe Guttendorf is the Head of Marketing and Investor Relations at ARTIS Ventures focused on investing in early stage founders at the intersection of tech and medicine, or TechBio. She currently serves as a Board Observer for Affect Therapeutics, a digital alcohol and drug addiction treatment program, and FIG, a consumer platform enabling individuals to find foods that match their dietary needs.

Prior to Artis, she was an operator on the Healthcare Enterprise Team at Quid, an ARTIS portfolio company, working with senior pharma executives across a variety of therapeutic areas including oncology, internal medicine, vaccines, and autoimmune disorders. Zoe is passionate about DEI in the venture capital industry and improving healthcare, being named an Aspen Ideas Health Fellow in 2022. Outside of work, she also enjoys improving access to education, serving as an Associate Board Member for Minds Matter Bay Area, empowering and preparing high-achieving students from low-income families to attend the country’s most selective colleges. Zoe received her B.A. in Neuroscience with a minor in Astronomy from Dartmouth College.

ARTIS Ventures is a venture capital firm that invests in category defining companies in TechBio, the intersection of technology and biology. The team supports its portfolio companies through their entire life cycle, from initial venture investment to public offering and beyond. As an early leader in the emerging TechBio sector, ARTIS Ventures funds companies at the intersection of computer science and life science, applying engineering principles and data-enabled discovery to healthcare. Notable companies the firm has backed include StemCentrx (acquired by AbbVie), ViaCyte (acquired by Vertex Pharmaceuticals), Lemonaid Health (acquired by 23andMe), Outpace Bio, Seed Health, Rad AI, Tessera Therapeutics, Freenome, Eko, Delix Therapeutics, and many more.

Karen Heidelberger is a Partner and Chief Partnership and Communications Officer, and joined the Firm in 2002. She is responsible for relationships with investors, partner companies, academic institutions and other interested parties. In her role, Ms. Heidelberger helped conceptualize and implement the Cure and is responsible for activation of the ecosystem. She is deeply involved in the design and implementation of Deerfield’s educational programming.

Prior to this role, Ms. Heidelberger was a Trader at Deerfield for over a decade. Before Deerfield, Ms. Heidelberger was a Vice President in the Sales and Trading division of Merrill Lynch, and served as a Conflicts Coordinator in the Mergers and Acquisitions

department. Ms. Heidelberger has approximately 21 years of experience in healthcare and 27 years of experience in finance.

She is involved in Deerfield’s Break into the Boardroom and Women in Science programs, and currently serves on the Board of NewYorkBIO. Ms. Heidelberger graduated from the Cornell University, School of Hotel Administration, holds an M.B.A. from Harvard Business School and a Master of Science in Strategic Communication from Columbia University.

Deerfield Management Company, L.P. (the “Firm” or “Deerfield”) is an investment management firm committed to advancing healthcare through investment, information, and philanthropy.
The Firm is a sector-specific manager that invests in all areas of healthcare, stages of a company’s lifecycle, and parts of the capital structure. Deerfield is a fundamental value investor that looks to limit the downside risk while providing equity-like alpha.

Deerfield has nearly 30 years of dedicated investment management experience in healthcare and aims to systematically improve process, technology, partnerships, and dedicated tools in a manner designed to create competitive advantage. Deerfield works to create new means to access and optimize healthcare investments. Exemplifying this is Deerfield’s extensive networks of partnerships with research institutions, important industry constituents, and vendors which together create a unique platform to source, execute and exit investments. All functions of the Firm, including the Deerfield Institute (which develops proprietary market insights), are leveraged over both private and public investments.

Mr. Hoffman joined Rhône in 2014 and became a Managing Director in 2018. He oversees Rhône’s investor relationships, marketing and public relations activities, as well as global fundraising efforts. Prior to joining Rhône, Mr. Hoffman was a Partner and Global Head of Distribution for Sixpoint Partners, a boutique investment bank, where he supported Rhône, as well as other private equity firms, in fundraising activities. Previously, he worked in Investment Banking and Institutional Sales at Bank of America Merrill Lynch and Citigroup.
Mr. Hoffman received an M.B.A. from Columbia Business School and a B.A. in Economics from the University of Rochester.

Rhône, established in 1996, is a global private equity firm with a focus on investments in businesses with a transatlantic presence. Rhône’s investment philosophy includes the development of strong, strategic partnerships with the companies in which it invests. Rhône has a consistent history of successful corporate carve-out transactions and working with entrepreneur and family-led businesses, and operates across its London, New York and Madrid offices. Rhône has invested in a diversified portfolio of companies including investments in the consumer, industrial and business services sectors.

For more information about Rhône, its investment professionals, and its current portfolio, please visit: www.rhonegroup.com.

Jessica Hoffman Brennan is a Partner and Head of Strategy and Investor Relations at Kohlberg, a $10 billion private equity investment management firm.

Prior to joining Kohlberg in 2022, Ms. Brennan spent 9 years as a Partner and Managing Director of The Carlyle Group where she was responsible for investor relations and business development. There, she worked with many of Carlyle’s largest investors, including sovereign wealth funds, public pension funds, insurance companies, ultra-high net worth individuals, and formed several strategic separate accounts with some of Carlyle’s largest investors.

In addition to her role at Carlyle, Ms. Brennan previously served as the Head of the Client and Product Solutions Group at Onex Corp. and was a Managing Director in the Private Fund Group at Credit Suisse which acquired, Donaldson Lufkin & Jenrette.

Over her 20+ year career, Ms. Brennan has raised billions of dollars annually with some notable highs. She is a recognized leader in fundraising in alternative asset classes and her capital formation activities span 400+ alternative investment strategies, including: private equity, private credit, real assets, liquid alternatives, specialty and niche alternatives, such as strategic accounts and structured credit products.

Ms. Brennan is a board member of The Commonfund, a $30 billion alternative asset management company that invests on behalf of endowments and foundations. She serves on the Executive Board of the Wharton Graduate School, the Executive Committee of the Women’s Leadership Board at Harvard Kennedy School’s Women and Public Policy Center, the Dean’s Advisory Council of the University of Michigan’s Literature Science & the Arts college. She is also a member of the Council on Foreign Relations.

Ms. Brennan holds an MBA in Finance from The Wharton School of the University of Pennsylvania and an AB degree in both Economics and Literature from the University of Michigan.

Kohlberg & Company is a leading private equity firm with over 30 years of successful experience executing transformational strategies enabling middle market companies to enhance business efficiency, breadth, growth and scale. A core tenet of the Firm’s success is the consistency with which the team executes optimization strategies across its portfolio.

Amy Logan Holmes is responsible for Fengate’s brand, marketing and communications. She leads the firm’s marketing and communications team, and works closely with our executive team, our investors, project partners, investor relations, and three business groups — infrastructure, private equity and real estate — to ensure comprehensive and proactive marketing, communications and business development strategies and programs.

Amy brings more than 18 years of experience in marketing, corporate communications, client relations, business development, media relations and brand management. Prior to joining Fengate, Amy was the communications lead in Canada for Dentons, working on both the firm’s marketing and business development leadership team and global communications team. She earned her bachelor’s degree in political science from McGill University.

Fengate is a leading alternative investment manager focused on infrastructure, private equity and real estate strategies.

With offices in Ontario and Texas and team members across North America, Fengate is one of the most active real asset and growth equity investors in North America.

We invest in long-life, high-quality assets and businesses on behalf of our clients and, with more than 45 years of experience, we are proud of our proven track record and trusted reputation across the sectors we work in.

Jennifer supports OMERS Ventures’ portfolio of 60+ companies with any PR and reputation-related needs, in addition to driving brand awareness of OMERS Ventures globally, and leading all stakeholder communications.

Jennifer has a 23-year track record advising businesses on reputation, communications, and PR. She has worked with companies ranging from small, high-growth businesses to blue-chip multinationals, and has spent the last four years in venture capital. With a strong focus on the science, engineering and technology sectors, she built and successfully sold a UK-based communications agency in 2018.

As author of The Reputation Playbook Jennifer is regularly called on as a speaker and commentator.

She holds a degree in English from Queen’s University.

OMERS Ventures is a global early-stage technology venture capital firm and is part of the OMERS pension plan, investing on behalf of more than half a million Canadian municipal workers in Ontario. With approximately $1.8B assets under management, OMERS Ventures invests in founders who think and act big. Portfolio companies include Contentful, Crunchbase, DuckDuckGo, Hopper, Hootsuite and Wefox to name a few.

Jason Jerista is the Managing Director of Investor Relations at LLR Partners. With more than $5 billion raised across six funds, LLR provides capital for growth, recapitalizations, and buyouts to technology and healthcare companies.

Jason joined LLR in 2015 and leads the firm’s fundraising and investor relations efforts by building and maintaining relationships with institutional and family office investors.

Before joining LLR, Jason served as Director of Investor Relations at Verdis Investment Management, a private equity firm specializing in real estate, energy, and natural resources investments. He began his career in the Professional Development Program at Lincoln Financial Group, where he held roles of increasing responsibility in the company’s wholesale distribution, finance, and marketing departments. Jason holds a B.B.A. from Temple University and is a CAIA charter holder.

LLR Partners is a lower middle market private equity firm investing in technology and healthcare businesses. We collaborate with our portfolio companies to identify and execute on key growth initiatives and create long-term value. Founded in 1999 and with more than $5 billion raised across six funds, LLR is a flexible provider of equity capital for growth, recapitalizations, and buyouts.

Kimberley Kasper joined Strattam as Chief Marketing Officer in 2018 after serving as an Executive Advisor for two years. In this role, Ms. Kasper provides strategic guidance and marketing leadership across the Strattam portfolio.

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

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

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

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

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

Rob Kaufman is the Head of Investor Relations at Linse Capital. Prior to joining Linse, Rob was on the investor relations team at FTV Capital, The JBG Companies (now JBG SMITH) and Hellman & Friedman. Rob began his career in the portfolio management group at Hall Capital Partners. Rob earned a B.A. in Political Science with Distinction in General Scholarship and a minor in Business Administration from the University of California, Berkeley.

Tracie brings over 19 years of private equity marketing, communications, and origination experience. As the Director of Marketing Tracie leads the day-to-day execution of Excellere's marketing and communications strategies and overall brand strategy. These initiatives include balancing creativity with analytical skills while supporting the firm’s origination efforts and investment opportunities. Tracie works closely with entrepreneurs, investment banking professionals, investors, and other stakeholders to further strengthen and differentiate the firm’s presence in the market. Prior to joining Excellere, Tracie was the Marketing Manager for KRG Capital, LLC, a middle-market private equity firm where she led the firm’s marketing department through four of their five funds.

Brian Kriebel joined HighBar Partners from SNH Capital Partners where he led capital raising and business development. Prior to SNH, Mr. Kriebel was a Principal at Blackstone where he was involved in raising capital for its private investment funds and co-investment activities.

Prior to Blackstone, Mr. Kriebel was a Director at Deutsche Bank where he was involved in identifying and executing growth, strategic and turnaround opportunities within operating segments across key markets including the European Union, Switzerland, Japan, and the United States.

Mr. Kriebel has an AB in History from Georgetown University and an MBA from The Leonard N. Stern School of Business at New York University.

As a TV news veteran, Sue won multiple Emmy and Associated Press awards for her technology and business reporting. She served as the ConsumerWatch reporter for the CBS News affiliate station in San Francisco. Her 20-year career in TV included reporter and producer roles at NBC and ABC stations in Reno, Austin and her hometown of San Francisco. Sue currently serves as VP of Brand and Communications at General Catalyst. Prior to GC, she served as Head of Communications at Comcast Ventures and vc-backed Honor, a fast-growing startup modernizing home care. She also put her communications skills to work as Head of Communications at Nokia Technologies, Head of Content at Symantec cybersecurity company, and Chief Storyteller at Gap Inc. Sue studied British Mass Media at Oxford University in Oxford, England. She graduated from Stanford University with a Bachelor's degree in political science and communication.

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.

As Head of Marketing & Communications, Kelly leads external communications efforts for Energize and supports the portfolio via our marketing platform function. She is also responsible for LP engagement and the firm’s events program.

Kelly brings nearly a decade of expertise in brand marketing, strategic communications and public relations. Having worked with a diverse set of both B2B and B2C companies spanning numerous industries, she specializes in helping brands nail their narrative - from message development to delivery. At Energize, Kelly provides strategic counsel and hands-on marketing and PR support for its growing portfolio of climate software companies.

Prior to joining the Energize team in 2019, Kelly worked for the full-service marketing communications agency Jackson Spalding and served as an external communications manager for Chick-fil-A, Inc., supporting the chain's brand and restaurant expansion strategies.

Kelly holds a B.A. in Public Relations from the University of Georgia.

Energize Capital is a leading climate software investor focused on scaling sustainable innovation. Founded in 2016 and based in Chicago, to date Energize has funded 26 companies, and deployed more than half a billion through its venture capital and growth equity strategies. The firm manages more than $1.2 billion in assets and is backed by strategic, institutional, and impact LPs including CDPQ, Invenergy, Schneider Electric, General Electric, Caterpillar, and more. Leveraging the team’s industry and operational expertise, Energize works in partnership with climate technology companies at various stages of maturity by helping them scale and realize their full potential, from early commercialization to the public markets. For more information on Energize, please visit www.energize.vc.

HK has more than 20 years of experience working with private equity and other alternative assets managers to evolve their fund operating models from early stages, through IPOs, and corporatization of the General Partners. She is an operational strategy and process improvement expert whose clients/employers have ranged from some of the largest alternative managers in the world to specialized, boutique firms. HK also founded and sold a successful private equity consulting company.

As Chief Strategy Officer, HK brings expertise and creative problem solving to creating holistic solutions – process, technology, data and organization – catered to the particulars of each firm, and always with longer term scalability in mind. HK is also a key leader in building out and evolving InvestorFlow’s innovative and sustainable suite of products.

InvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. InvestorFlow is the only solution provider to integrate deal flow management, fundraising, reporting and investor services into one cloud-native platform. InvestorFlow serves over 180 clients including 25 of the top 50 alternative asset managers, with over $5 trillion of assets, 750 funds and 90,000 LPs on its combined platform. InvestorFlow is a privately held company based in Menlo Park, California.

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

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

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

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

Founded in 1983, Battery is a global, technology-focused investment firm with offices in the U.S., Europe and Israel. We practice a collaborative, research-focused style of investing and regularly make early, growth and buyout investments in the same tech sector. We are currently investing from our 14th flagship fund, Battery Ventures XIV, and companion fund Select Fund II, together capitalized at a combined $3.8 billion, and have raised more than $13 billion since inception. Our core focus areas are:
Application Software
Infrastructure Software
Consumer
Industrial Tech + Life Science Tools

Matt joined LongWater in April 2022 as Director of Investor Relations.

Matt started his career in higher education in athletics rules compliance at The University of South Dakota and Oklahoma State University before transitioning into a fundraising role at North Dakota State University where he helped manage fundraising for North Dakota State Athletics, one of the premier fundraising shops in mid-major college athletics. Matt then transitioned to the North Dakota State University Foundation as a Managing Director of Development where he oversaw fundraising for several college units and had a leadership role in a campaign that raised nearly $600M.

Matt holds a B.S. in Sports Management from Augustana University (S.D.) and a Juris Doctor from the University of North Dakota. He lives in Fargo with his wife Sara and sons Gino and Jack, and enjoys golf, traveling, and exercise.

Founded in 2009, LongWater Opportunities is a lower middle market private equity firm with offices in Dallas, TX and Fargo, ND. We invest in family-owned manufacturing and value-added distribution businesses across the United States. We pride ourselves on hands-on operational involvement in order to maximize value for our stakeholders.

Tanya Loh is responsible for Forgepoint’s brand, marketing, events, and communications and helps its portfolio accelerate growth. A seasoned operator and company builder, Tanya has brought to market new businesses from concept to launch, profitability and exit, and helped multiple startups bridge innovation from venture to enterprise. Prior to Forgepoint, she led market development for M12 – Microsoft’s Venture Fund, and built and launched companies across verticals as VP of Marketing at Spring, Partner at Stacked Venture Builder, and Marketing Director at Yammer (acq. Microsoft). Tanya holds an MBA from the University of Chicago Booth School of Business and a BA with honors from Yale.

Forgepoint Capital is a leading cybersecurity and digital infrastructure venture capital firm that invests in transformative companies protecting the digital future. With $1B+ AUM, the largest sector-focused investment team, and portfolio of nearly 40 companies, the firm brings proven company-building experience, its Advisory Council of more than 80 industry leaders, and growth team of seasoned operators to support entrepreneurs advancing innovation globally. Founded in 2015 and headquartered in the San Francisco Bay Area, Forgepoint is proud to partner with category-defining companies and help them reach their market potential. Learn more at https://forgepointcap.com or follow https://www.linkedin.com/company/forgepoint-capital/.

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.

Mike Marderosian is a Senior Vice President in the Private Equity Group for 50 South Capital. He is responsible for fundraising, investor relations and business development within the group. He also sources and analyzes primary, secondary and co-investment opportunities, primarily in the buyout and credit spaces.

Prior to joining 50 South Capital, Mike worked at RCP Advisors, a middle-market buyout fund-of-funds based in Chicago. At RCP Advisors, he was active in all aspects of building and managing its institutional and private client investor base including identifying new channels and geographies for fundraising, leading the firm’s relationships with investment consultants. Most recently, Mike was in charge of leading the advisory practice, managing client relationships and helping shape and implement investment policy for clients. Earlier in his career, he lead the private equity fundraising group at First Allied Securities, Inc., where he was responsible for raising capital for late stage venture-backed companies and building the investor base within a captive broker-dealer network.

Education & Associations
Mike received a B.S. in computer information systems from Indiana University’s Kelley School of Business.

Prior to her current role, Sarah served as the Marketing & Communications Director of Venture Forward, the National Venture Capital Association’s 501(c)(3) nonprofit dedicated to expanding diversity, equity, and inclusion efforts within the venture community.

She previously served as the Communications & Marketing Manager of JetBlue Ventures, the investing subsidiary of JetBlue Airways. There, she handled the internal and external communications for the firm and advised its portfolio companies on these efforts during key milestones. Sarah received the "Rising Star" award from the San Francisco chapter of the Public Relations Society of America in 2021 and 2022 for her outstanding work there.

Prior to joining the venture capital industry, Sarah worked in communications at Southwest Airlines. She received her B.A. in Communications and Spanish from Miami University.

Cindy Mesaros joined Foresite Capital, a healthcare and life sciences venture capital firm with approximately $3.5 billion in assets under management, in 2017 to oversee marketing and communications. She brings more than 20 years of experience in branding, communications, and talent management at technology startups. In 2019, she assumed responsibility for marketing and HR at spin-off incubator Foresite Labs, and in 2022 she assumed responsibility for HR for Foresite Capital.

Prior to joining Foresite Capital, Cindy was a consultant to early and mid-stage startups with clients in entertainment, healthcare and professional services. Cindy co-founded mobile ad targeting platform Metaresolver, acquired by public company Millennial Media less than a year after seed funding. She also co-founded early pioneer in mobile content Moderati, acquired by Bellrock Media in Japan. She served as VP marketing at We Heart It, a social image-sharing platform with 40MM members. In addition to her marketing experience, she has held executive-level positions in HR, including a stint as VP People for Yelp. She spent her early career in the early digital music industry.

Cindy holds an MBA from the Kellogg Graduate School of Management at Northwestern University, and a B.S. in Business Administration from the Haas school at U.C. Berkeley. In her free time, she is a lifelong learner currently focused on guitar, songwriting and surfing. She lives in Lafayette, CA.

Foresite Capital is a multi-stage healthcare and life sciences investment firm with approximately $3.5 billion in assets under management. The firm aims to address areas of great unmet need by funding promising healthcare and life sciences businesses at all stages of their life cycles. Foresite Capital uses a data science-driven approach to invest in companies that leverage biology and big data to transform healthcare. Founded in 2011, Foresite Capital is based in the San Francisco Bay Area, Los Angeles and New York City.

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.

Jeff holds a B.S. degree in Mathematical Economics from the United States Military Academy at West Point and an M.B.A from the University of Chicago Booth School of Business. After graduating from the United States Military Academy, Jeff served in the United States Army as an aviation officer.

Prior to joining RCF in May 2016, Jeff held positions in various fundraising and client services, including most recently as Managing Director at Brooklands Capital Strategies, a division of TPG and Ares Management. Prior to Brookland Capital, he was the Head of Investor Relations and Marketing at Oak Hill Capital, and started in the industry with Probitas Partners.

Resource Capital Funds (“RCF”) is a mining-focused private equity firm established in 1998; headquartered in Denver Colorado, with offices in New York, London, Perth & Melbourne Australia, Toronto and Santiago, Chile. Since inception, RCF has provided financial support to over 200 mining and mining service companies. Projects span across 51 countries and encompass over 32 commodities. RCF’s investment management teams are organized around diversified investment strategies aimed at providing funding throughout the development risk spectrum of mining investments and capital structure.

Ryan Parker is Chief Marketing Officer at Trivest Partners, where he is working to redefine “brand building” within private equity. He has pioneered the integration of systems and processes to modernize firm communications, improve design facility, and drive data-enabled decision-making at the firm level and across the Trivest portfolio. Over the years, Trivest had developed a lighthearted personality, and Ryan’s comprehensive refresh of the firm’s aesthetic has elevated its approachability and led to significant increases in deal flow, intermediary engagement, and overall firm awareness.

Ryan has extensive experience leading creative production and brand development initiatives within the real estate, technology and sports industries. Prior to joining Trivest, he held multiple roles in brand marketing including early-stage startups and several years as Group Creative Director of CAA's golf division, a leading sponsorship consulting agency with clients including Bose, CDW, Farmers Insurance, UBS, Zurich and the PGA Tour. He graduated summa cum laude with a BA in Economic Geography and an MS in Real Estate, both from the University of Florida.

Ryan is a scratch golfer and an accomplished photographer. He is actively involved with the Ellie Kavalieros DIPG Research Fund, which supports pediatric cancer research in an alliance with Golf Fights Cancer and Dana-Farber Cancer Institute.

Headquartered in Coral Gables, Florida with offices in Charlotte, Chicago, Los Angeles, Philadelphia and Toronto, Trivest is the oldest private investment firm in the Southeast and exclusively focused on the support and growth of founder-led and family-owned businesses.

Lisa Parks is a dynamic and accomplished partner at Base Ventures, where she leads the firm's efforts in investor relations and strategic capital raising. She joined the team in 2015 after working as an early-stage venture capitalist at Three Bridges Venture Fund. Before that, Lisa worked in international development at Right To Play, a global NGO affiliated with the United Nations.

In addition to her work at Base Ventures, Lisa is committed to giving back to her community. She serves as a mentor with the Berkeley Community Scholars program, which provides academic and financial support to underprivileged students in the Bay Area. She is also a founding board member of Upward Roots, a non-profit organization dedicated to youth mentorship and empowerment, and is involved with PACE, a private philanthropy group.

Lisa is passionate about promoting diversity and inclusion in the startup ecosystem and is committed to democratizing access to capital for underinvested communities. She believes every entrepreneur deserves the opportunity to pursue their dreams and positively impact the world.

Lisa earned her degree in Political Science from the University of California, Berkeley, where she was also a varsity tennis athlete. She currently lives in the Bay Area with her family, and when she's not working, she enjoys staying active through tennis, hiking, and other outdoor activities.

Base Ventures is a dynamic and sector-fluid seed-stage venture capital firm. With a track record of success, they have invested in three remarkable companies that have reached $1 billion or more valuations. These include 6Sense, valued at an impressive $5.2 billion - Anglelist with a valuation of $4 billion, and Genies, valued at $1 billion.

As a strategic investor, Base Ventures has collaborated with renowned funds such as NEA, Bain Capital, Google Ventures, Andreessen Horowitz, and Sequoia, demonstrating their ability to forge strong partnerships within the investment community.

Base Ventures' extensive network encompasses key industries such as technology, entertainment, sports, and politics. This broad reach allows them to connect with exceptional entrepreneurs and tap into diverse opportunities.

With their expertise, sector-fluid approach, and deep-rooted connections, Base Ventures is committed to driving innovation and supporting the growth of promising startups.

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.

Tom Pierce joined Sorenson Capital in 2010 and currently leads the firm's finance and compliance departments, and oversees all financial and tax reporting to Sorenson Capital's investors as well as reporting to the SEC. Since joining the the firm in 2010, Tom has held various positions, including Tax Director and Vice President of Finance and Tax. Tom has served as a Partner since 2022 and CFO of Sorenson Capital since 2016. Prior to joining Sorenson Capital, Tom was a Tax Director at PwC. Tom loves spending time with his family outdoors, where they enjoy hiking, backpacking, fly fishing, snowmobiling, and cycling. He received a Master of Accountancy and Bachelor of Science in accounting from Brighman Young University graduating magna cum laude.

Chelsea Reichard is Vice President of Fundraising & Investor Relations for Bow River Capital, where she plays a leading role in raising capital across Bow River’s lower-middle market investment platforms: private equity, private credit, software growth equity, and real estate. Prior to joining Bow River Capital, Chelsea was a Portfolio Specialist and Associate Director at Fuller & Thaler Asset Management, a boutique asset manager who pioneered the application of behavioral finance in investment management. While at Fuller & Thaler, she was responsible for articulating Fuller & Thaler’s behaviorally-driven investment process and fostering key institutional relationships and financial intermediary relationships across the country. There, she scaled Fuller & Thaler’s behavioral small-cap fund making it the top ranked small-cap fund in 2019 and 2020 based on inflows. Chelsea holds a B.S. in Finance from Regis University where she played four years on the Division II Women’s Soccer team. She is also a CFA Charterholder and an active member of the CFA Institute and CFA Society of Colorado.

Founded in 2003, Bow River Capital is a private alternative asset manager based in Denver, Colorado, focused on investing in the lower and middle market in four asset classes: private credit, private equity, real estate, and software growth equity. Through its subsidiary Bow River Advisers, LLC, Bow River Capital also offers a registered, closed-end mutual fund – Bow River Capital Evergreen Fund (EVERX) – designed to provide institutional-quality private market access to a broader set of investors. Collectively, the Bow River Capital team has deployed capital into diverse industries, asset classes and across the capital structure.

Katie is a Partner at Felicis and leads Investor Relations and Fund of Funds Investing. Katie has been part of the LP community since 2002. She was one of Felicis' first investors through her role at SVB Capital, and brings more than 20 years of venture fund investment experience to her role. She started her career at Cambridge Associates, helping a wide range of institutional clients build and evaluate their private equity programs. Katie earned her BA in Economics at Colby College and her MBA at Wharton. She is a member of several organizations supporting women in private equity and is on the Executive Committee and Board of Safe & Sound, an organization working to prevent child abuse and reduce its devastating impact. Katie has been featured in the WSJ and Nasdaq.

Gretchen Robinson is a Director on the Capital Formation-Business Development team at GI Partners. She is focused on the firm’s investor relations and marketing initiatives. Prior to joining GI Partners, Gretchen was Vice President of Investor Relations at Genstar Capital. Earlier in her career, she was a Vice President in Investment Management with Capital Dynamics and an investment banking analyst at Wells Fargo. Gretchen received a BS from Vanderbilt University.

Founded in 2001, GI Partners is a private investment firm with over 130 employees and offices in San Francisco, New York, Chicago, Greenwich, and Scottsdale. The firm has assets under management totaling $35 billion and invests on behalf of leading institutional investors around the world through its private equity, real estate, and data infrastructure strategies. The private equity team invests primarily in companies in the healthcare, IT infrastructure, services, and software sectors. The real estate team focuses primarily on technology and life sciences properties as well as other specialized types of real estate. The data infrastructure team invests primarily in hard asset infrastructure businesses underpinning the digital economy. For more information, please visit www.gipartners.com.

Jessica is the Head of Investor Relations at Arrowroot Capital, a global growth equity firm providing transitional capital to healthy, growing SaaS companies that are under-resourced and need capital for growth-related initiatives. Prior to joining Arrowroot, Jessica was a Director on the Fundraising and Investor Relations team at the Riverside Company, a global investment firm focused on the smaller end of the middle market, where she worked for over eight years. While at Riverside, she worked with investors globally and was involved in all aspects of fundraising and investor relations for private equity, structured capital and private debt funds investing in North America, Europe and the Asia-Pacific region.

Arrowroot Capital offers bespoke growth capital solutions to emerging software companies to fuel growth-focused initiatives. Exclusively dedicated to software investing, the firm brings deep domain expertise to deliver meaningful, tangible value to our portfolio companies. They have offices in Los Angeles and Miami and invest globally wherever there is need for flexible capital. With nearly ten years investing out of three institutional funds and 25+ platform investments under their belt, the firm targets opportunities of varying sizes and a broad range of transaction types.

Olga Serhiyevich is the Head of Investor Relations at Village Global, an early stage VC backed by the world’s leading entrepreneurs like Mark Zuckerberg, Bill Gates, Jeff Bezos, Sara Blakely, and Reid Hoffman. Prior to joining Village Global, Olga spent 3 years at Citi Ventures, a fintech and enterprise tech-focused VC where she built a value-add services program to accelerate growth of the portfolio companies through industry connectivity. Previously she spent five years at PIMCO in London, where she contributed to the growth initiatives of the European business. Olga started her career at Morgan Stanley in New York. Olga received her Bachelor of Science with honors at the State University of New York at Binghamton and an MBA in Analytic Finance at the University of Chicago Booth School of Business.

Village Global is an ~$500AUM early stage VC anchored by Princeton University and backed by the world’s leading entrepreneurs like Mark Zuckerberg, Bill Gates, Jeff Bezos, Sara Blakely, and Reid Hoffman. We invest pre-revenue across categories and geographies. We're comfortable leading or participating with a typical first check of $250k - $1.5 million.

Aly is the Manager of Investor Relations for Mercato Partners, where she is responsible for maintaining and enhancing investor partnerships and cultivating relationships with potential future investors. She integrates her efforts with the investment, marketing, and finance teams, actively promoting Mercato’s core values among the limited partner base.

Based in Salt Lake City, Mercato Partners is a multi-practice investment firm that provides funding, guidance and support for rapidly expanding technology, branded consumer, and food and beverage companies. Mercato Partners has over $1.6 billion in assets under management1. Notable past investments include Central Logic, Cotopaxi, Cradlepoint, DOMO, Ephesoft, Fusion-IO, Galileo Financial Technologies, Goal Zero, Mediconnect, SaltStack, Simplus, Skullcandy, Stance, Swig, and Venafi.

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.

Ann Lee Steinberg is the Head of Investor Relations at NFX. She most recently was a Partner at Sentinel Dome Partners, an investment management firm in San Francisco that she joined on the ground floor and where she helped to build the business. Prior to Sentinel Dome, she was a Product Specialist in the Business Development Group at Ares Management in New York. Earlier in her career, Ann was a member of the Corporate Business Development team at Ralph Lauren Corporation, where she focused on Asia license acquisitions and helped establish operations in Hong Kong and Korea. She was also an Analyst at UBS Investment Bank in New York.

Ann received her A.B. from Princeton University and her M.B.A. from The Wharton School at the University of Pennsylvania.

NFX is an early stage venture firm located in both Silicon Valley and Israel. The firm is led by seasoned GPs who have scaled and operated successful businesses. Collectively, our GPs have founded 10 companies worth >$10 billion, and they've led, founded and invested in 20 unicorns as angels or VCs.

Our goal is to be the first institutional investor and to lead rounds, targeting 15-20% ownership. We invest in companies with network effects in the sectors where our GPs have built their businesses; key focus sectors include fintech, proptech, marketplaces, gaming and biotech. In addition, our team has focused on building software, brand and content, all of which have helped to drive strong deal flow.

Jennifer Stroud advises clients of public and private companies in various industries on strategic communications, including corporate and financial public relations, transaction communications, and investor relations. Select alternative investment experience includes Silver Lake, Bessemer Ventures, Jasper Ridge, Lone View Capital, Washington Harbour, and Diameter Capital. Other select clients include Accolade, Eargo, Getaround, Zynga, HP Inc., Savers, Mattel, Shippo, and Mediware among others.

Previously, Jennifer was a Principal at Sard Verbinnen & Co for nearly four years in their New York City and London office, where she advised clients on ongoing profile-raising and reputation initiatives as well as communications for domestic and cross border transactions, shareholder activism and crisis situations.

Prior to joining Sard Verbinnen & Co, Jennifer spent nearly a decade at The Abernathy MacGregor Group advising senior executives on ongoing media strategy, investor relations, as well as a range of transactions and special situations.

Jennifer is on the board of directors at Children of Shelters. She earned a B.S. in Political Science at Trinity College in Hartford, Connecticut.

Edelman is a global communications firm that partners with businesses and organizations to evolve, promote and protect their brands and reputations. Our 6,000 people in more than 60 offices deliver communications strategies that give our clients the confidence to lead and act with certainty, earning the trust of their stakeholders. Our honors include PRovoke’s Global Agency of the Year (2022); Cannes Lions Grand Prix awards for PR (2016) and the Entertainment Lions for Sport (2021); a Gold Lion in the Sustainable Development Goals category (2022); Cannes Lions Independent Agency of the Year for the Entertainment Track (2021); Cannes Lions Co-Independent Agency of the Year for the Good Track (2022); and Advertising Age’s 2019 A-List. Since our founding in 1952, we have remained an independent, family-run business. Edelman owns specialty companies Edelman Data x Intelligence (research, data), Edelman Smithfield (financial communications), Edelman Global Advisory (advisory), and United Entertainment Group (entertainment, sports, lifestyle).

Jamie Viggiano is Fuel Capital’s Chief Marketing Officer. In this role, Jamie supports the firm's marketing and communications as well as IR efforts and helps the portfolio companies with a host of marketing needs - from brand development to PR and go-to-market strategies.

Prior to joining Fuel, Jamie ran her own marketing consultancy focused on developing the brand and communications strategy for early-stage technology companies. From 2010-2015, Jamie was the VP of Marketing at TaskRabbit, where she oversaw brand and customer acquisition. Jamie received her MBA from Harvard and her undergraduate degree from the Wharton School at the University of Pennsylvania.

Fuel Capital is a seed-stage venture fund with a strong track record of investing in great companies at the earliest stages.

Fuel was founded in 2013 by Chris Howard. Leah Solivan, founder of Taskrabbit, joined as a General Partner in 2017. Fuel invests in consumer, business software and cloud/ infrastructure companies.

The firm has invested in 10 unicorns (including Convoy, Figma, Flexport, Lattice, Highspot, Pacaso and others), several acquired companies (including CTRL-Labs, which was acquired by Facebook, CoreOS, which was acquired by RedHat, Nervana, which was acquired by Intel, and Hightower, which was acquired by View the Space), as well as several companies that have gone public, including thredUP and Weave. As a result, the firm has rightfully earned the reputation of being one of Silicon Valley’s leading seed funds. To learn more, visit our website.

Hillá is the Chief Marketing Officer at Scale Venture Partners, an early-stage venture capital firm focused on intelligent business software.

Prior to Scale, Hillá was VP of Brand Marketing at Pendo, where she grew the brand, along with the company, from 80 to 1,000 employees. Hillá managed the content, creative, and community teams at Pendo, where she also created ProductCraft, Pendo's community for product teams. Prior to that, she managed content marketing at several startups. Hillá started her career in nonprofit management, running development for several progressive education organizations.

Hillá holds a B.A. in history from Yale University, and a M.A. in Technology, Culture, and Communication from Georgetown University. She is an avid cook and language learner.

Hadley is a seasoned leader with over two decades of experience building some of the world's most innovative and disruptive brands. She runs communications and marketing at venture studio Atomic, the $350 million fund that starts companies across industries from healthcare, AI, and vertical SaaS to climate tech and real estate. At Atomic, Hadley serves as chief storyteller to communicate Atomic's mission, vision, and values to internal and external audiences including LPs, media and analysts. She works closely with founders and CEOs to translate complex products and services to a broader market, set up the right marketing communications infrastructure, and create defining moments. Before joining Atomic, Hadley worked in "traditional venture" as Redpoint Ventures' first marketing hire. She has led large global teams and client service operations for some of the most respected PR agencies, managed a variety of high-profile crises, and helped Fortune 100 brands manage significant financial transactions. Outside of professional pursuits, Hadley is a recovering art history major, aspiring writer, pop culture addict, and an amateur barista.

Atomic is the venture studio and fund that pioneered the model of starting companies in parallel by pairing founders with the best ideas, talent, and resources. When entrepreneurs co-found with Atomic, they join forces with an experienced group of entrepreneurs and a built-in team of experts who have built dozens of companies and created billions of dollars in enterprise value. Atomic has launched dozens of industry disruptors including Bungalow, Found, Hims & Hers, Homebound, OpenStore, and Replicant, along with dozens more. Atomic was founded in 2012 by serial entrepreneur Jack Abraham and is headquartered in Miami. Visit us at atomic.vc.

Avery joined HealthQuest in 2022 to lead Investor Relations and Marketing. Prior to joining HealthQuest, Avery was the Senior Director of Investor Relations & Corporate Development at HealthQuest portfolio company, Everly Health. There she oversaw all financing processes, helping the Company raise over $500M across equity and debt, and executed three M&A transactions for the Company.

Avery previously spent 6+ years at J.P. Morgan in roles across the Investment Bank and Asset Management. She was a member of the Healthcare Capital Markets team where she worked on equity transactions for healthcare clients across all verticals.

Avery holds a Bachelor of Arts in Business, Entrepreneurship & Organizations from Brown University.

Founded in 2013, HealthQuest Capital is a private asset firm that currently provides growth capital to transformative companies that are improving value in the healthcare system. HealthQuest is agnostic to the underlying healthcare modality or sector as long as the opportunity is commercialized, and either improves patient outcomes or increases efficiency of healthcare delivery at scale. This could be in medical products, diagnostics/tools, healthcare IT or healthcare services. To date, HealthQuest manages approximately $2B of capital, and is invested in a portfolio of companies diversified by healthcare sector and location.

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.

Natalie Yates is the Head of Business Development and Investor Relations for Vance Street Capital, responsible for overseeing the firm’s marketing, deal origination efforts, and investor activities including fundraising, communications, and relationship management.

Prior to joining Vance Street in 2021, Natalie helped build the private equity leveraged lending practice within BBVA Compass, where she developed the marketing and origination strategy, led origination efforts, and executed leveraged loans to private equity-backed companies across industries.

She previously worked in the Investment Banking Divisions of Lehman Brothers and J.P. Morgan. Natalie graduated summa cum laude from the University of Alabama with a B.S. in Finance.

Vance Street Capital is a Los Angeles-based middle-market private equity firm investing in B2B manufacturers of mission critical components selling into regulated end markets including the industrial technology, medical, life science, and aerospace and defense sectors. For over two decades, Vance Street’s partners have worked with management teams and family owners to accelerate revenue growth, improve operations, and acquire strategic assets for the companies in their investment portfolio. Vance Street is currently investing out of Fund III with $432.5M.

As CMO, Tiffany is responsible overseeing and executing on the firm’s overall marketing/brand and communications strategy. With more than a decade of full stack marketing experience, Tiffany has worked across multiple industries, recognizing the need to reinforce the values of diversity, perspective, flexibility, and responsiveness. Through her experience, Tiffany utilizes those key values in order to create and implement meaningful marketing strategies that address the ebb & flow of the current environment, and ensuring transparency throughout the Taurus brand.

Established in 1997 and headquartered in Boston MA, Taurus Investment Holdings, LLC is a global real estate private equity firm with European roots dating back to the mid-70s. The firm focuses on value-add real estate strategies and leverages its in-house proprietary energy and sustainability experts at EcoSmart Solution and RENU Communities to decarbonize commercial real estate assets. Taurus’ fully integrated real estate operating platform has acquired or developed over $10.5B in assets across more than 70M SF.

Jennifer joined General Catalyst 2 years ago as the firm's first Chief Marketing Officer, and she has been instrumental in helping define the firm's mission, values and distinctive 'agent's of change'
positioning. She is responsible for helping to craft and communicate GC's unique brand narrative...as well as helping to build the profile of GC's many extraordinary portfolio company brands. The goal: to ensure the GC brand becomes a powerful, valuable asset and a point of pride for entrepreneurs, investors, and employees. She is also building a sophisticated, modern marketing operation within GC.

A 35-year advertising industry veteran, Jennifer enjoyed a storied career as a global brand strategist and Chief Strategy Officer, working at some of Madison Avenue's best agencies in service of some of the world's most iconic brands--including Disney, Intel, Clorox, Hershey's, JP Morgan Chase, Marriott, Kraft, United Airlines, American Express and countless others. She has contributed to some of the world's most successful and famous advertising campaigns.

While not a native to the venture or the tech space, Jennifer is a founder in her own right, having been a founding employee of highly awarded agency mcgarrybowen (acquired by Dentsu in 2009).