Andrea Auerbach is the Global Head of Private Investments and a Partner at Cambridge Associates.

Andrea’s career with Cambridge Associates spans more than two decades. She leads a 50-person team sourcing and underwriting private equity, growth equity, distressed, and venture capital funds, as well as direct, co-investment, and secondary investment opportunities. She also heads the firm’s discretionary private investments practice.

As a long-time leader in our private investment business, she founded the Co-Investment and Secondaries practices and is the Chair of the Co-Investment and Secondaries Investment Committees. She is also a member and former Chair of the firm’s Private Investment Ratings Committee.

Andrea has co-authored a significant amount of in-depth private investment research and is also a faculty member at the Institutional Limited Partners Association (ILPA), where she has taught classes for 15 years. As a frequent keynote speaker at industry events worldwide, she has received many industry accolades over the course of her career, including recently being named to Private Equity International’s Women in Private Equity: Class of 2024.

Lydie B. Hudson is the Co-founder and President of Citation and member of the firm's Investment Committee. Lydie manages all aspects of the day-to-day of Citation. Prior to launching Citation, Lydie was on the Executive Board of Credit Suisse through 2021 where she held a number of leadership roles, ultimately including oversight of over ~$240bn in fiduciary product solutions for the firm's individual, institutional and corporate clients.

Lydie serves as an Aspen Finance Fellow, a member of the Aspen Global Leadership Network and for the World Economic Forum as a Young Global Leader. She also sits on the board of the Hudson Webber Foundation, a foundation founded by her family to support the economic and civic vitality of the City of Detroit, and Room to Read, a global not for profit focused on literacy and gender equality that has benefited the lives of over 39 million children in over 23 countries. Lydie earned a Bachelor of Arts degree in International Politics and Economics from Middlebury College, and a Master of Business Administration degree from the Harvard Business School where she was awarded the leadership award.

Izzet Bensusan is the CEO & Founder of Captona. He brings several years of expertise in investing, transacting and managing power assets in the emerging sectors of Wind, Solar, Hydro, Biogas, Microgrids, Storage and other new energy sectors.

At Captona, he has built a strong team with deep sector understanding, internal technical and asset management capabilities, and investment expertise across multiple technologies. This integrated, multi-disciplinary approach has allowed Captona to be a more effective operator and selective investor of development and operating-stage assets in the power generation and energy infrastructure sectors.

Prior to Captona, he founded Karbone, an award-winning financial services company focused on renewable and traditional energy markets. Since inception over a decade ago, Karbone has serviced utilities, energy developers, institutional investors, and investment firms via its Banking Capital Advisory, Brokerage and Research divisions.

He holds an MBA from Columbia University and a BA/MA from Brandeis University.

Robert Blaustein is a partner in the Investment Funds Practice Group of Kirkland & Ellis LLP and recognized as a global leader in the field of investment fund advisory work, with a particular emphasis on private equity. Robert focuses his practice on advising investment firms and private equity sponsors on all aspects of their business including the formation, marketing and management of investment products, the launching of new business lines, GP stakes transactions, GP-led secondaries, and other strategic investments and transactions, as well as operational, legal and regulatory issues. He has counseled sponsors on funds raising nearly $100 billion in capital and worked with both sponsors and limited partners on platform expansions, new product launches, spinout transactions, anchor investor negotiations, the purchase and sale of minority interests in management companies, and co-investment transactions. Robert also routinely works with sponsors on key Firm level issues including succession planning, carry plan structuring and corporate governance matters. Client engagements have included fund formations ranging from $100 million to in excess of $15 billion, and have included PE, hedge, real estate and credit funds.

Mark Boyagi is a partner in the Investment Funds Practice Group in the New York office of Kirkland & Ellis LLP and a leader in the Firm’s industry-renowned Liquidity Solutions team, which is ranked Band 1 in the 2025 edition of Chambers USA. Mark’s practice focuses on advising sponsors and lead investors in connection with complex business transactions in the private funds secondary market, including continuation fund transactions, portfolio sales, structured secondaries, stapled secondaries, preferred equity arrangements, fund recapitalizations, strip-sales, tender offers and other liquidity solutions. He also frequently advises sponsors on the formation of private investment funds, co-investment programs, strategic partnerships and separately managed accounts, covering all major alternative investment strategies, as well as firm-level arrangements, succession planning and regulatory matters. Mark is particularly well-known across the market for frequently leading the largest and most complex continuation vehicle transactions in the world, having advised on more than $25 billion of total transaction volume in 2024 alone.

Orlando Bravo is a Founder and Managing Partner of Thoma Bravo. He led Thoma Bravo’s early entry into software buyouts and built the firm into one of the largest software-focused investors in the world. Today, Orlando directs the firm’s strategy and investment decisions in accordance with its principles of partnership, innovation and performance.

Orlando has overseen over 490 software and technology acquisitions conducted by the firm, representing approximately $265 billion in enterprise value.1 Forbes named him “Wall Street’s best dealmaker” in 2019, and he was dubbed “Private equity’s king of SaaS” by the Financial Times in 2021.

Orlando was born in Mayaguez, Puerto Rico. He graduated Phi Beta Kappa with a bachelor’s degree in economics and political science from Brown University in 1992, and earned a JD from Stanford Law School and an MBA from the Stanford Graduate School of Business in 1998.

He is the Founder and Chairman of the Bravo Family Foundation, which aims to provide young adults in Puerto Rico with access to opportunity. In 2019, Mr. Bravo committed $100 million to the Foundation’s Rising Entrepreneurs Program (REP) with the goal of fostering entrepreneurship on the island. In addition, he has been personally involved in responding to the hurricanes that have devastated communities across Puerto Rico, providing an additional $20 million in funding for humanitarian and relief efforts following Hurricanes Maria (2017) and Fiona (2022).

The Orlando Bravo Center for Economics Research at Brown University supports innovative research, training and collaborative projects for faculty and students in the Department of Economics. At Stanford Law School, Orlando created the Bravo Family Public Interest Post-Graduate Fellowship Fund to support students seeking full-time employment in public interest.

Orlando’s philanthropic interests also include causes in healthcare. He endowed faculty scholar and fellow positions at Stanford University’s Sean N. Parker Center for Allergy Research and supports a wide range of medical research. He is a member of the Board of Trustees at Memorial Sloan Kettering Cancer Center.

You can follow him on X and LinkedIn.

Adam is Senior Director, Private Equity at CAAT Pension Plan and leads all aspects of the Plan’s global private equity portfolio, with a focus on origination, execution and portfolio management. He brings over 18 years of investment management experience with a specialization in private equity and private credit. Adam serves on several corporate boards and the advisory committees for partnerships within CAAT’s private equity portfolio. Adam is a CFA charterholder and earned a Master of Finance degree from the Smith School of Business at Queen’s University.

Rishi Chandna is the Founder and Managing Partner of Lone View Capital, a growth-oriented private equity firm investing across the technology ecosystem. Lone View’s integrated team of seasoned investors and operators leverages their deep domain expertise to partner with exceptional management teams to build, transform, and grow market-leading technology businesses. Rishi currently serves on the board of directors for TREND Health, Smarlinx, and CargoSprint.

Prior to founding Lone View Capital, Rishi spent 20 years at Golden Gate Capital, where he was a member of the firm’s Management Committee, led the firm’s Software & Services Vertical, and oversaw the firm’s technology sector investments with an emphasis on enterprise software, technology-enabled services, business services, and information services. During his time at Golden Gate Capital, he served on the boards of directors for Infor Global Solutions, BMC Software, 2020 Technologies, Vector Solutions, LiveVox, Ensemble Health Partners, Neustar, Ex Libris, and Securly.

Earlier in his career, Rishi worked as a consultant at Bain & Company. Rishi received his MBA from Harvard Business School and his B.A. in Economics from the University of California, Berkley.

As CEO for the Institutional Limited Partners Association (ILPA), Jennifer Choi directs the association’s engagement with external industry stakeholders to inform and enhance ILPA’s education, research, membership and advocacy platforms. Choi also leads the implementation of ILPA’s responses to emerging issues impacting the asset class, including efforts to establish and promote industry best practices.

Prior to joining the ILPA, Choi served as Vice President of Industry and External Affairs for the Emerging Markets Private Equity Association (EMPEA), now known as the Global Private Capital Association (GPCA), where she led the association’s member and industry engagement activities, including efforts to encourage policy frameworks that support the growth of the asset class. As EMPEA’s Research Director, she built the industry’s first global database of private equity activity in the emerging markets. A frequent speaker and commentator on the industry, Choi also oversaw the association’s media communications and global institutional partnerships. Previously, Choi was a consultant with Boston-based Stax Inc., leading due diligence engagements and providing advisory services for the U.S. private equity and venture capital industry.

Jennifer holds a Masters in Law and Diplomacy from the Fletcher School at Tufts University and a B.A. summa cum laude in Economics and Political Science from Augustana College.

Tom Cohn is the Chief Solutions Officer and a Partner based in the New York office. With over twelve years of experience in investment management, Tom oversees all Central Services at the firm, including investments, tax services, estate and trust services, risk management, and held away assets. He leads the investment strategy and research teams, with a particular focus on private markets, and serves as a member of the firm’s Leadership Team.

Prior to his current role, Tom was the firm’s Deputy Chief Investment Officer. Before joining Cerity Partners, he held key investment roles at Spero-Smith Investment Advisers. He began his professional career as an analyst in the Corporate Debt Products group at Bank of America in Boston, managing exposure to middle market and multinational companies.

Tom earned his MBA from the S.C. Johnson Graduate School of Management at Cornell University and his B.S. in Business Administration from Boston University.

Sinead Colton Grant is Chief Investment Officer of BNY Wealth. Prior to this role, she led the Investor Solutions institutional franchise which develops customized investment portfolios across public and private markets. Sinead joined BNY Wealth in 2020 as Deputy Chief Investment Officer and Head of Equities, with responsibility for the Large Cap Equity investment group, the Equity Trading team and the Capital Markets Group. She chaired the Equity Strategy Committee and was Vice Chair of the Investment Policy Committee. Previously, she was Head of Global Investment and Product Strategy for Mellon, BNY Investment’s North American investment firm, and served on the Senior Leadership team, the Investment Risk Committee, and the Environmental, Social & Governance Investing Committee.

Prior to her role at BNY, Sinead served as Managing Director of Investment Strategy for the Multi-Asset Client Solutions group at BlackRock and Barclays Global Investors in London, where she designed tailored investment solutions for institutional and wealth management clients in the UK and Europe. Earlier in her career, Sinead held portfolio management roles at JP Morgan Investment Management, and was a founding partner and Head of Portfolio Management at Lee Overlay Partners, a macro investment boutique.

Sinead earned an MSc in Finance from London Business School and a BBS in Finance from Dublin City University in Ireland. She has been recognized over multiple years by Irish America magazine as one of the Wall Street 50, which celebrates the contributions of Irish American and Irish born leaders in the financial industry.

Anna Dayn is a Managing Director and US head of New End, where she partners and invests in high-growth companies, sponsors and investment platforms in private markets. New End, launched in 2018 and undergirded by a multi-family-office, anchors asset managers and facilitates future access to institutional capital. Anna has over 20 years' experience in funding, designing, and implementing private equity investment programs. Before New End, Anna established the North American platform of XTP, a cost analysis platform serving institutional investors. Anna previously served as the head of Private Equity at Cardano, a UK pension consultant, where she built a private equity program spanning $2bn of invested capital. Prior to that, Anna worked at Capital Dynamics in Switzerland and Rothschild in New York.

Anna has served on the limited partner advisory boards of several private equity funds across North America and Europe, is a published author, media commentator, and a frequently featured speaker at investment industry conferences. She sits on the Executive Board of WAVE, the Women’s Association for Venture and Equity, and serves on the New York Steering Committee for PEWIN, the Private Equity Women’s Investor Network.

Anna received an MBA from the Wharton School and a BA in Economics from the College of Arts and Sciences, both at the University of Pennsylvania.

New End

Originally founded by five ex-Oaktree Capital principals, New End is a multi-family office backed investment platform and capital formation group. The firm is active in anchoring, investing alongside of and advising a bespoke group of private capital managers and investment platforms. Headquartered in Europe and with offices in North America, New End maintains a high level of investment activity alongside private capital funds as well as sponsor-led deals and co-investments.

Russell Deakin is the CIO and Founding Managing Partner of Aceana Group, a SFO focused on private investments. Mr. Deakin is an executive with 30 years’ experience in North America, Europe, Asia and South America with private equity/venture capital, real estate, and infrastructure/energy. Mr. Deakin has been a partner of a VC fund and a managing director of a private equity firm. Over the last few years, Mr. Deakin has been an active investor in general strategies, Climatetech, AI, Deep tech,Fintech, Blockchain, Crypto, Life science, Digital Health, Proptech. SpaceTech, EdTech & MedTech by investing in venture and private equity funds, direct investments, co-investments, and tokens.

Also, Mr. Deakin was a CFO/partner for 11 years for a real estate developer in addition to being on boards of invested companies and interim CFO for other portfolio companies.

Previously to Aceana Group, Mr. Deakin was a Managing Director of Rio Bravo Investimentos, a fund manager with AUM of USD 2.6 billion, that seeks to invest in equities, real estate investments, private equity and infrastructure funds. Before this, Mr. Deakin was a Partner at CRP Participações, Brazil’s oldest private equity/venture capital firm; and prior to that, for 11 years, he was a Partner and CFO for a Brazilian real estate developer.

Mr. Deakin also has previous capital markets experience with Morgan Stanley and Merrill Lynch in London.

A dual British and American citizen, Mr. Deakin is a frequent speaker at industry wide PE/VC and family office events. Mr. Deakin has a BA in economics and history from Tufts, where he was selected for an Honors exchange program with Oxford University. He also has an MBA in International Marketing and Finances from the Anderson Graduate School at UCLA.

Kelly is the Managing Director at Kelly DePonte Advisory LLC, a boutique private markets advisor and consultant. He has 31 years of experience in private alternative fund investing and fundraising. Kelly was previously the head of research at Probitas Partners, a global alternative investment placement agent, and is still a Senior Advisor there. Before that he was the Chief Operating Officer at Pacific Corporate Group, a consultant and fund-of-funds manager, focused on private equity partnership investing globally. Prior to PCG, Kelly held various positions at First Interstate Bancorp, including management of a $170 million private equity and venture capital portfolio as well as a separate SBIC. He has an MBA from the UCLA Anderson School of Management and a BA from Stanford University. He is currently a member of the Advisory Board at the Investment Management Due Diligence Association (About IMDDA - IMDDA, an Advisor with Hanover Square Capital (UK) Ltd (Hanover Square Capital (hansq.com), and the Secretary of the Board of Trustees of the Bennington Museum in Vermont.

Chris Eckerman is a Senior Portfolio Manager and head of Private Equity Co-Investments at the State of Wisconsin Investment Board (SWIB). Chris leads a team which has sourced and executed over $2.5 billion in co-investments across private equity and private credit in the U.S. and Europe. SWIB manages roughly $140 billion in assets, including the Wisconsin Retirement System, which is the eighth largest U.S. public pension fund. Chris joined SWIB in 2013 and has 20 years of private equity experience. Prior to joining SWIB, Chris spent ten years with Covera Ventures (fka Hunt Ventures) where he was responsible for the origination and execution of venture capital and growth equity investments. Chris holds a B.B.A in Finance and M.B.A. from The University of Texas at Austin.

Mr. Fang is a Senior Portfolio Manager and co-head the Theme Investment Team in Maryland State Retirement & Pension System. Mr. Fang has more than 15 years of portfolio management experience in the investment industry. Prior to joining MSRPS in 2019, Mike Fang is a Senior Fund Manager in MissionSquare Retirement. He is responsible for developing and managing strategic asset allocations, tactical asset allocations and allocators across equity, fixed income and alternative asset classes.

Prior to joining MissionSquare Retirement in 2013, Mr. Fang worked as an Investment Strategist at T. Rowe Price. Mr. Fang’s experience includes strategic/tactical asset allocation, illiquid alternative portfolio product design, portfolio optimization, derivative pricing and risk modeling.

Mike holds a MBA from the Yale School of Management. He also received his MS in Financial Mathematics from University of Chicago, MS in Computer Science from University of Illinois at Chicago and MS in Aerospace Engineering from Purdue University.

Shane oversees all aspects of Northleaf’s secondaries program and actively participates in investment activities across Northleaf’s broader private equity program. In addition, he is involved in Northleaf’s investor relations and business development activities.

Prior to joining Northleaf in 2021, Shane was Senior Managing Director & Global Head of Private Equity at CPP Investments where he led the teams responsible for direct private equity, Asia private equity, private equity funds and secondaries investments. Under his leadership, CPP Investments’ private equity program assets under management grew by more than $70 billion. Shane joined CPP Investments in 2010 from Bridgepoint Capital Ltd. in London. Prior to Bridgepoint, he was a partner and founding member of Hermes Private Equity’s direct investing business, until its transition to Bridgepoint in 2009. Previously, he was an Associate Director at Morgan Grenfell Private Equity in London and also worked in investment banking at Deutsche Morgan Grenfell and CIBC Wood Gundy in Toronto. He has served as a director on numerous boards, including 99 Cents Only Stores, The Gates Corporation, Livingston International and Air Distribution Technologies.

Shane holds a M.B.A. from INSEAD and a B.A. (Economics) from Dartmouth College.

Jordan is a Principal on the Private Equity team at Alberta Investment Management Corporation (AIMCo), the sixth largest asset manager in Canada, with over $180 billion of assets under management. Jordan joined AIMCo in 2021 and has over 12 years of private equity experience. Prior to joining AIMCo, Jordan spent 7 years with ATRF Private Equity where he focused on executing direct investments and co-investments. Jordan holds a B.Sc. in Finance from Michigan Tech University and is a CFA Charterholder.

Marcie Frost joined CalPERS as chief executive officer (CEO) in October 2016. She is the ninth CEO and second woman to head America's largest public pension fund.

CalPERS administers a defined benefit retirement system for more than 2 million California public sector workers and their families and is the nation's second-largest purchaser of health care benefits, covering more than 1.5 million lives.

As CEO, Marcie oversees a global investment portfolio of $464 billion1, an experienced team of 2,800 professionals, and three lines of business for the fund: pensions, health benefits, and investments.

CalPERS delivers on its fiduciary duty to California’s public employees, by maximizing long-term investment returns, identifying global opportunities, leveraging the fund's strength to drive sustainable markets and minimizing the risk in its portfolio.

Under Marcie’s leadership, CalPERS developed an integrated review of assets and liabilities, known as its Asset Liability Management process, to inform asset allocation decisions and set investment return assumptions to achieve a sound and sustainable fund. The fund also integrated climate change risks into its investment decision making process across all asset classes and launched a $100 billion sustainable investment strategy designed to reduce the carbon emissions intensity of CalPERS’ investments by 50% by the end of 2030.

CalPERS is a founding member of Climate Action 100+, an initiative with 700 signatories and $68 trillion in assets under management, working cooperatively to ensure the world's largest corporate greenhouse gas emitters take necessary action to address climate change.

Marcie also expanded CalPERS stakeholder outreach to ensure all parties are informed and have a voice in decisions and the future of the system. She developed its first Diversity, Equity & Inclusion framework focused on an inclusive culture, talent management, health equity, supplier diversity and partnerships with diverse investment firms and introduced initiatives to improve access to equitable and affordable health care.

Marcie has also been appointed as a Guardian for the Council for Inclusive Capitalism at the Vatican and serves on the United Nations Global Investors for Sustainable Development Alliance. In addition, she currently serves on several Board of Directors, including at: Ceres, which comprises sustainability leaders with diverse backgrounds in sustainable investing, business, research, policy, law and advocacy; the Pacific Pension & Investment Institute, where global pension and investment leaders discuss issues facing long-term institutional investors in Asia and the Pacific Rim; and the Toigo Foundation, which supports the development of diverse investment leaders.

Prior to joining CalPERS, Marcie spent 30 years as a public servant in Washington state, including 16 years in the pension industry, most recently as executive director of Washington state’s Department of Retirement Systems. She also served on the Washington State Investment Board as an ex-officio voting member for four years and served as its chair until she joined CalPERS, and as chair of the Pension Funding Council, responsible for setting economic assumptions and pension contribution rates for Washington state's pension plans.

Jeff Hammer is a Managing Director in the Private Capital Advisory group at Moelis & Company. He has over 25 years of experience advising sponsors, institutional investors, and other financial services firms in the secondary market, having co-founded three secondary units over the course of his career. He has advised on more than 60 complex liquidity solutions representing over $14 billion in transaction value, which includes GP-led continuation vehicles (CVs), asset sales, strip sales, fund recapitalizations, tender offers, and LP interests among others. Jeff has also invested over $1 billion in the secondary market as a principal investor and managed over $3 billion in primary, secondary, and co-investment private equity strategies.

Prior to Moelis & Company, Jeff was a Senior Managing Director and Global Co-Head of Secondaries at Manulife Investment Management, where he co-led a team focused on investing balance sheet and third-party capital into GP-led secondary market CVs. Over five years at Manulife, Jeff reviewed over 900 CV investments from over 800 sponsors. Jeff was previously Co-Head of Houlihan Lokey’s Illiquid Financial Assets practice, one of the earliest and most innovative secondary advisory banking businesses, where he pioneered the use of CVs in GP-led secondary transactions to create liquidity for sponsors, LPs, and management teams. Prior to Houlihan, Jeff was a Senior Managing Director and Co-Head of Bear Stearns Asset Management’s secondary investing unit. Earlier in his career, Jeff held investment banking positions at Morgan Stanley and Goldman Sachs.

Jeff is a Life Member of the Council on Foreign Relations, an Elected Member of the Westport Board of Finance, a Trustee of the Westport Pension Investment Committee, and a Director of the non-profit theater company 59E59. He received a A.B. in Politics from Princeton University, and an M.B.A. from Harvard University.

Beth is a Senior Portfolio Manager focused on Private Equity investing at the State of Wisconsin Investment Board (“SWIB”). She joined SWIB in 2007 and has 25 years of experience working in Alternative Investments including 18 years in Private Equity at SWIB. Beth is a senior member of the Private Equity team where she manages and underwrites fund investments and co-investments in buyouts and private credit as part of the pension’s $27 billion Private Equity portfolio. SWIB is the 6th largest U.S. Pension Fund with approximately $160 billion in assets. Prior to joining SWIB, Beth was an Associate in the Real Estate Group at Fidelity Investments and a Real Estate Market Analyst at CoStar Group. Away from the office, Beth serves as an Investment Committee member of the Madison Community Foundation. In her free time, she is a passionate baseball fan and enjoys water sports, card games, cooking, and time outdoors. Beth received a BBA in Business from University of Wisconsin—Madison and an MBA from Edgewood University.

Mr. Iosilevich is a Founder and Managing Partner of Alignment Growth, where he serves on the firm’s investment committee.

Mr. Iosilevich has over 25 years of experience evaluating and executing investments across the Media & Entertainment ecosystem and advising companies on their own growth ambitions. Prior to founding Alignment Growth, Mr. Iosilevich co-founded Alignment Credit, an investment firm focused on credit investments in emerging growth companies. Previously, he served as the Head of Media Investment Banking at UBS and held similar roles at Deutsche Bank and Barclays.
Over the course of his investment banking career, Mr. Iosilevich led over 170 corporate finance and M&A transactions totaling $200 billion and served as a strategic thought leader in the video games sector, having led over 50 M&A and capital raising transactions totaling approximately $60 billion in value. Earlier in his career, Mr. Iosilevich held various advisory roles at Liberty Media, Donaldson, Lufkin, & Jenrette (DLJ), and Goldman Sachs. Mr. Iosilevich currently serves on the Boards of Nexon Co., Ltd., and Crunchbase, Inc. and is a Board Observer at Build a Rocket Boy and GOAT Studios.

Mr. Iosilevich received his Sc.D. and MS from the Massachusetts Institute of Technology.

Louisa Ives is Head of Chilton’s External Manager Group, responsible for the selection and due diligence of external managers. Ms. Ives is also a member of the Executive and Investment Committees at Chilton Trust. Prior to joining Chilton, Ms. Ives was a Managing Director at Chilton Investment Company, where she was a research analyst covering the financial services sector. She also served on the company’s Board of Directors. Prior to joining Chilton, she worked at Coopers & Lybrand Consulting Group, reporting directly to the CEO, and began her career at Chemical Bank in their Middle Market Lending Group. Ms. Ives graduated cum laude from St. Lawrence University with a B.A. in English Literature and earned an M.B.A from Harvard Business School.

Ms. Ives serves on the boards of The First National Bank of Long Island, The Project Y Theatre Company, and on the Investment Committee of Vinalhaven, ME Land Trust.

Zach Jackson is a Partner and Member of the Investment Committee at QIC Global Private Equity where he focuses on growth, buyout and sustainable investment strategies.  Previously, Zach was a Principal at P4G Capital Management where he was responsible for sourcing, due diligence negotiations, deal structuring and portfolio company management.  Zach also held positions as an investment professional at Context Capital Management and Allianz Global Investors. Zach earned an MBA from Rady School of Management at University California San Diego, and a Bachelor of Science from San Diego State University. He is also a CFA Charterholder.

Michelle Jacobi is a managing director responsible for Gatewood's fundraising and marketing initiatives, as well as assisting in business development and transaction origination. Prior to joining Gatewood, Michelle was with Cebile Capital, a global placement agent and secondaries advisory firm, where she led North American distribution and fundraising efforts. Prior to this, she worked at VCP Advisors, a boutique placement agent. Before joining VCP, Michelle worked in leveraged finance at Jefferies in New York and Mizuho Bank in London. Michelle graduated from the London School of Economics with an LLB in Law and with a MSc in Comparative Political Science.

Darpan Kapadia joined LS Power in 2004 and serves as the Chief Operating Officer of LS Power.

He leads the firm as a member of the Firm’s Management Committee and Investment Committee, overseeing one of the largest power generation, transmission, and energy infrastructure companies in the United States. Since its inception, LS Power has raised over $70 billion to construct, acquire, and operate its projects, including utility-scale solar, wind, hydro, natural gas-fired and battery energy storage assets, and over 780 miles of high voltage transmission, with 350+ miles and multiple grid infrastructure projects currently under construction or development.

Prior to his appointment as COO, Mr. Kapadia was Head of Strategy for the Firm. He is also a member of the investment committees of Edge Principal Advisors, Verance Capital, and Marmora Capital, three affiliated companies that invest across real estate, sports, media and alternative investments. Before joining LS Power in 2004, Mr. Kapadia was a Vice President at Goldman, Sachs & Co. in its Investment Management Division. Previously, Mr. Kapadia was a Senior Consultant with PricewaterhouseCoopers LLP where he provided strategic and financial advisory services to corporations.

Mr. Kapadia received a B.A. in Economics with Phi Beta Kappa honors from the College of William and Mary and an M.B.A. with highest distinction from the Kellogg Graduate School of Management at Northwestern University.

Mr. Kapadia currently serves on the Board of Directors for electric vehicle charging company EVgo Inc., renewables and battery storage platform REV Renewables LLC, independent power producer Lightning Power LLC, and global risk management advisory firm K2 Integrity Inc. He is also Vice Chairman of the William and Mary Foundation Board of Trustees and a member of the Kellogg Private Equity Advisory Council.

Additionally, Mr. Kapadia serves as a member of the Board of Leaders at the University of Southern California’s Marshall School of Business and the USC Marshall Business of Energy Transition Initiative Advisory Council.

Tom oversees CPP Investments’ Toronto based secondaries effort and is responsible for leading and managing private equity secondaries investments in North America and Europe. During his tenure with CPP Investments, Tom spent 2 years in our London office executing on secondaries transactions and helping establish a hedge fund co-investment program.

Prior to joining CPP Investments in 2012, Tom worked in Leveraged Finance with TD Securities, based in New York.

Yup S. Kim serves as CIO for TMRS and chairs its investment committee. Previously, he served as the head of investments for private equity at CalPERS, California’s $490 billion pension fund, where he helped lead the private equity program across all functions, including strategy, team management, and investment activities across primary, secondary, and co-investment opportunities globally.

Previously, he served as the senior portfolio manager at the Alaska Permanent Fund Corporation, an $80 billion sovereign wealth fund, where he helped lead its private investment activities. The private equity and special opportunities portfolio generated 25% net of fee returns over a decade. He has also held positions at DB Private Equity, where he served on the Investment Committee, Performance Equity, and Silver Point Capital, and he began his career at Citigroup in New York.

Yup received his B.A. in economics from Yale University, speaks six languages and chairs the Milken Institute Rising Allocator forum. He serves as a board member of the Korea Finance Society, a term member for the Council of Foreign Relations, a global investment ambassador for the Seoul Metropolitan Government and a visiting lecturer at Harvard Business School, The Wharton School, Yale University and many other academic institutions.

Andi is an Investment Advisory Professional and Managing Partner of the TSM strategy. He is a member of the TSM Investment Advisory Committee and Triton’s Executive Committee. Andi works out of the Frankfurt office and has been involved in a large number of investments. Andi joined Triton in 2009 from Procter & Gamble, where he spent eleven years as an executive and worked across all business lines, leading reorganisations / restructurings, strategic planning and portfolio management. He holds a degree from the University of Mannheim and also studied at the Budapest University of Economic Sciences.

Lynne Kostakis is the Executive Director of Wealth Management Alternatives Investments. In this role, Lynne is responsible for shaping and driving the firm’s strategy for hedge funds and private market offerings, including private equity, private debt, venture capital, real estate, and other alternative investments. Lynne oversees the development and execution of the strategy and is responsible for driving the growth of the Wealth Management alternatives investment platform, ensuring alignment with the firm’s overall objectives to deliver compelling solutions to our client base.

Previously, Lynne was the Global Head of Client Strategy and Enablement for Northern Trust Asset Management. In this role, she was responsible for driving deliberate, disciplined design and delivery of experiences to clients and employees by creating connections between client and employee experience, and advocating for the integration they require, across technology, data, people and process. Prior roles also include Head of Client Experience and the Chief Administrative Officer (CAO) and Head of Strategy for Northern Trust Asset Management, Institutional Client Group. With over 24 years of industry experience, Lynne is a business transformation expert focused on scaling and commercializing business. Prior to joining Northern Trust in 2016, Lynne spent fifteen years at Aurora Investment Management, L.L.C., most recently as Director of Allocations and Business Strategy and member of the firm’s Investment Committee. She was responsible for overseeing the portfolio asset allocation for the firm’s alternative investment products, as well as developing the business strategy for the overall firm.

Lynne received her Bachelor of Science Degree from DePaul University and earned her MBA from the University of Chicago Booth School of Business.

Lynne is currently a board member for Options for Youth. Previously, she advised on business strategy, management and marketing strategy for The Braver Collective, a digital healing space that supports survivors of sexual trauma and abuse. Additionally, Lynne co-chaired the Campaign Steering Committee and is a member of the Resource & Development Committee at UCAN, a Chicago-based organization dedicated to holistically supporting the youth of Chicago to help them unleash the Power of their Potential. Lynne is also a former President of Women in Leadership, a business resource council at Northern Trust.

Susan is an independent private markets specialist with experience as both an allocator and as a capital formation leader across the institutional, wealth and insurance markets. She is passionate about the private ownership model and better investment outcomes for individuals.

Hugh MacArthur is a senior partner and chairman of Bain’s Global Private Equity Practice. He helped found the practice over 30 years ago, and works with private equity funds and alternative asset managers of all descriptions, including LPs. Hugh has advised funds in every geography, and has worked on hundreds of assignments across deals, firm strategy, operations and organization. Hugh is also the host of Bain & Company’s Dry Powder: The Private Equity Podcast, in which he interviews leading experts on the trends and opportunities that will redefine the private equity industry. Hugh is the creator of Bain’s annual Private Equity Report. He is the author of the book “Lessons from Private Equity Any Company Can Use,” and he currently writes a LinkedIn blog on private markets topics called Private Thoughts from my Desk.

Ava Mallin joined Ardian in 2022. She is responsible for Private Wealth relationships in the US. Prior to joining Ardian, she spent seven years at Carlyle in their Private Wealth group. She is based in New York.

As Chief Investment Officer and Deputy Comptroller for Asset Management, Steven Meier oversees investments for the five New York City retirement systems.

Mr. Meier brings over 40 years of experience in both the public and private sectors, previously serving as Assistant Treasurer and Interim Chief Investment Officer for the Connecticut Office of the State Treasurer Shawn T. Wooden, overseeing the investments of Connecticut’s $40 billion public pension system. Previously, Meier spent 17 years at State Street and State Street Global Advisors, where he rose to Executive Vice President and Chief Investment Officer for Global Fixed Income, Currency, and Cash Management, overseeing over $900 billion in assets. In addition, he was a member of SSGA’s Investment Committee for over 10 years, with responsibility for more than $2.3 trillion in Global Investments.

Prior to his time at State Street, he worked at Credit Suisse First Boston as Director, Global Head of Fixed Income & Money Market Electronic Trading and Senior Trader in their Global Financing Group. His experience also includes roles at Oppenheimer Capital, Merrill Lynch Capital Markets, and Irving Trust Company.

Meier is a CFA Charter Holder and certified Financial Risk Manager. He holds an MBA from Indiana University’s Kelly School of Business and a BBA from Hofstra University’s Zarb School of Business.

Tony Miller is the founder and Managing Partner of Excolere Equity Partners, a Los Angeles-based private equity firm that is focused on human capital business services and education technology and tech-enabled services.

Before founding Excolere, Mr. Miller co-founded the Vistria Group, LP, a Chicago-based private equity firm where he was the Chief Operating Officer, and a senior partner leading the firm’s education investments.

Previously in 2009, Mr. Miller was appointed by President Obama to serve as the Deputy Secretary and Chief Operating Officer of the U.S. Department of Education where he oversaw a ~$77 billion budget and ~15,000 employees and contractors. In his role, Mr. Miller also led the U.S. Government’s education and workforce development missions to China, Korea, Japan, Singapore, Indonesia, Australia, New Zealand, Ecuador, Brazil, Suriname and Russia.

Prior to his Presidential Appointment, Mr. Miller was an Operating Partner at Silver Lake, a global leader in technology investing. Earlier in his career, Mr. Miller was a Partner with McKinsey & Company where he served healthcare and technology companies throughout the United States, Europe, and Asia.

Mr. Miller has served on numerous boards over the years, including as Chairman of the Board of Apollo Education Group, and a board member of ACT, Inc., HigherEducation.com., Media Source Inc., Penn Foster, and Vanta Education. His current board responsibilities include Criteria, GoGuardian, IntermediaryEd, Lantern Learning Group and University of Phoenix.

He holds an M.B.A. from the Stanford University Graduate School of Business (GSB), where he completed his studies at Stanford’s Japan Center for Technology and Innovation, and a B.S. in Industrial Engineering from Purdue University.

Jim Momtazee is the Managing Partner of Patient Square Capital. Mr. Momtazee has 29 years of investment and acquisition experience, the vast majority of which was focused on the health care sector. Prior to Patient Square, he spent over 21 years at KKR, initially joining in 1996. He helped establish the firm’s health care industry group in 2001 and subsequently was Head of the Americas Health Care Team for over 10 years. In that role, he managed a team of over 20 dedicated health care professionals overseeing five different health care-related investment strategies including private and growth equity. He was a member of the Americas Private Equity Investment Committee beginning in 2013 and was Chairman of both the Health Care Strategic Growth and Health Care Royalty & Income Investment Committees.

Among the major health care investments made during Mr. Momtazee’s tenure at KKR were Jazz Pharmaceuticals (2004); HCA (2006), a $33 billion transaction which at the time was the largest cash buyout in history ; PRA Health Sciences (2013); and BridgeBio Pharma (2016).

Mr. Momtazee currently serves on the board of directors of Apollo Therapeutics, Kriya Therapeutics, Enavate Sciences, Elevage Medical Technologies, Syneos Health, GondolaBio, Hanger, Roivant Sciences, BridgeBio Pharma, and the Medical Device Manufacturers Association. He previously served on the board of directors of Ajax Health, Alliance Imaging, Arbor Pharmaceuticals, PharMerica, Covenant Surgical Partners, EchoNous, Entellus Medical, Envision Healthcare, Global Medical Response, HCA, Heartland Dental, Jazz Pharmaceuticals, Lake Region Medical, PRA Health Sciences, and Spirox.

Earlier in his career, Mr. Momtazee was one of three executives who moved to London to launch KKR’s European investing operations and also spent several months helping launch Accel-KKR, a software and technology-enabled services investment firm. Prior to KKR, Mr. Momtazee worked at Donaldson, Lufkin & Jenrette and was involved in a broad range of merchant banking, M&A, debt, equity, and restructuring transactions.

Mr. Momtazee received a B.A. with distinction, Phi Beta Kappa, from Stanford University and an M.B.A., Arjay Miller Scholar, from Stanford’s Graduate School of Business.

Mr. Newberry joined Sound Point in 2021 and is currently Chief Credit Officer and Executive Chairman for the Direct Lending group. Additionally, Mr. Newberry serves on the firm’s Management Committee and is a member on most risk, investment and valuation committees at the firm. Prior to joining Sound Point, Mr. Newberry was a Partner, Global Head of Private Debt and a Senior Portfolio Manager at CVC Credit Partners. Prior to CVC, Mr. Newberry spent 11 years at Credit Suisse, where he was a Managing Director and Head of Global Leveraged Finance Capital Markets and Syndicated Loans. In this capacity, he was responsible for the underwriting of all high yield bond, mezzanine and syndicated loan transactions, as well as the sale and trading of both par and distressed loan assets. Mr. Newberry joined Credit Suisse in November 2000 when Credit Suisse First Boston merged with DLJ, where he was a Managing Director and head of US Loan Capital Markets. He joined DLJ in 1996 from Deutsche Bank where he was a Managing Director and Head of North American Loan Syndications. Prior to that, Mr. Newberry worked at Toronto-Dominion Securities and NCNB National Bank. He served on the board of directors of the Loan Syndication & Trading Association for six years, acting as both Chairman and Vice Chairman.

Mr. Newberry earned a B.A. in Foreign Affairs from the University of Virginia.

Michael A.B. Orr serves as Managing Director and Chief Investment Officer, Alternatives. He brings more than 25 years of experience across the financial services industry. Most recently, A.B. was SVP & Senior Client Investment Officer in the not-for-profit OCIO practice of Northern Trust Asset Management.

He previously was the Executive Director, Alternative Investments at Providence St. Joseph Health, the third largest not-for-profit healthcare system in the U.S. A.B. had lead authority for all alternative investments for Providence inclusive of private equity/debt, venture capital, hedge funds, and real assets – and was credited with developing and building out the firm’s private equity program. As part of this position, he also was a member of the Limited Partner Advisory Committee of more than fifteen external private asset funds. In addition, he held several company leadership roles, serving as a member of both the Executive Investment Committee and Valuation Committee for Providence Ventures, the organization’s venture capital affiliate, and as a member of Providence’s Socially Responsible Investing Committee.

Prior to Providence, he gained more than fifteen years of M&A advisory and financing experience via investment banking – including senior roles at J.P. Morgan, Bank of America, and HSBC.

A.B. earned a Bachelor of Science degree in Economics from The Wharton School, University of Pennsylvania and an MBA from the Simon Business School, University of Rochester via a full-tuition fellowship awarded by The Consortium for Graduate Study in Management.

Updated bio coming soon.

Steve joined the Teacher Retirement System of Texas in October 2014 as Assistant General Counsel – Investments and currently serves as Senior Investment Counsel, with a practice that encompasses a broad span of investment transactions in both private and public market opportunities, across asset classes, strategies, geographies and structures, including strategic partnerships, bespoke funds of one, co-investments and commingled funds as well as direct investments, M&A transactions, revenue sharing arrangements and secondary transactions. Before joining Texas Teachers, Steve was in-house counsel for investment transactions at a publicly-traded Fortune 500 property casualty insurance holding company headquartered in Greenwich, Connecticut and, prior to that, he was an associate in the Corporate & Financial Services practice at Willkie Farr & Gallagher LLP in New York, where he assisted with the representation of private equity sponsors and hedge funds in M&A and investment transactions. He received his J.D., cum laude, from NYU School of Law, where he was a Mitchell Jacobson Law & Business Scholar and a Robert McKay Scholar, and his B.Sc. in Economics and B.A. in History from Duke University. Steve is admitted to practice in New York and Texas.

Philip is the Co-Chairman, President and Partner of Hollow Brook Wealth Management where he oversees firm-wide client relations, marketing and business development, and sits on the investment committee. Philip is involved with asset allocation, manager selection, and equity research. Philip previously served on the board of directors of WidePoint Corporation (NYSE: WYY). Currently, Philip sits on the board of the United States Equestrian Team Foundation, the United States Equestrian Federation, Revs Institute, and the Pray Family Foundation. Philip is the Chairman of the Lake Placid Horse Show, and the Treasurer of the Hampton Classic Horse Show. Philip received a BA from Boston College and an MBA from the Stern School of Business at New York University. Philip is a vintage car enthusiast who maintains a collection of modern classics and pre-war motorcycles. He participates in international car shows, hosts the Turtle Invitational (a biennial car show in Bedford, NY), and is a regular contributor to many equine and collector car publications. Philip also competes in equestrian show jumping in the high amateur-owner division.

Yann Robard is Managing Partner of Dawson. Established in 2015, Dawson is a leading global alternative asset manager focused on providing innovative structured solutions to the private markets. The Firm has $20 billion in assets under management and 220 employees across offices in Toronto, London UK and New York City. Since its inception, Dawson has deployed over $25 billion across more than 240 transactions. Prior to Dawson, Yann spent a cumulative 13 years at CPP Investment Board (“CPPIB”). Yann joined CPPIB in 2001 at the inception of its private equity investment program. He was Managing Director, Head of Secondaries and Co-Investments in 2015 when he left CPPIB to establish Dawson. Yann has more than 23 years of industry experience. He holds a Bachelor of Commerce degree from Dalhousie University and is a Chartered Financial Analyst (“CFA”) Charterholder.

Xavier is a Partner of Bridgepoint and Chief Investment Officer. He is a member of the Firm’s Group Management Committee and Investment Advisory Committee.

He currently sits on the boards of MiQ, Kyriba and Qualitest, and also serves as a non-executive director for Gamma Communications plc.

Prior to joining Bridgepoint, he worked at Total and Ernst & Young.

Xavier is a graduate of Ecole des Mines (Engineering).

Collin joined GTCR in 1996 and is currently a Co-CEO and Managing Director of the firm. Previously, Collin was an Associate at EVEREN Securities in Chicago and an Analyst with Goldman, Sachs & Company in New York. He holds an MBA from Harvard Business School and a BA in political economy from Williams College.

Collin was previously the head of the Financial Services & Technology group at GTCR. Currently, he is a Director of Allspring Global Investments, AssetMark, CAPTRUST, Clear Capital, Concord Servicing, FMG, Foundation Source, R&T, Ultimus Fund Solutions, Winged Keel and Worldpay. Collin was previously a Director of GTCR investments including Aligned Asset Managers/The Townsend Group, Callcredit Information Group, Cambridge Protection, Convergex, Dash Financial LLC, Fundtech, HSM Electronic Services, National Processing Company, Optimal Blue, Premium Credit Limited, PrivateBancorp, Protection 1, RevSpring, Skylight Financial, Syniverse, Transaction Network Services, TransFirst and VeriFone.

Outside of work, Collin stays involved in the community with various charitable institutions and is a board member of Freedom House, a Washington-based nonprofit. In addition, Collin is active in supporting the educational missions of Harvard Business School and Williams College.

Prior to founding MFG, Jonathan was a senior investment professional at Partners Group, where he focused on investments in the industrial sector. Prior to Partners Group, Jonathan worked at Environmental Capital Partners and Kohlberg & Company, where he completed multiple platform and add-on acquisitions in a variety of industries. Jonathan began his career at J.P. Morgan in the Industrials & Transportation Group within the investment banking division. Jonathan currently sits on the Board of Directors of A-Z Wire & Cable, CST Utilities, Mail Communications Group, and The Mellott Company.

Jonathan graduated with a BA in Economics from Cornell University, Phi Beta Kappa, Magna Cum Laude. He holds an MBA with Honors from Columbia Business School.

Harj Shoan is a Senior Managing Director at Ontario Teachers’. Based in Toronto, he leads activities globally in both Funds and Sustainable Energy Transition within our Private Capital team. Harj joined Ontario Teachers’ in 2014 and has over two decades of experience in international private equity, investment banking, and corporate finance. He is also a member of the Equities Underwriting Committee.

Since joining the organization, Harj has led a number of transactions, including Arterra Wines, Shearer’s Snacks, Traeger Grills, Munchkin, BRG (Bell/Riddell/Giro), Bass Pro/Cabela’s, Unifoods, and Alqueria. Harj currently sits on the boards of Arterra Wines and Traeger Grills.

Prior to his current roles, Harj has held numerous leadership positions within Private Capital, including responsibility for the global Portfolio Management practice, as well as being a lead member of the Consumer & Retail direct investing team.

Previously, Harj worked for Imperial Capital, Morgan Stanley Private Equity (U.K.), Shoppers Drug Mart, and BMO Nesbitt Burns.

Harj holds an MBA from the University of Oxford, and a Bachelor of Business Administration from Wilfrid Laurier University. He is also a CFA charterholder

Updated bio coming soon.

Wilfred Small is a Senior Managing Director and member of the Ardian Secondary Fund (“ASF”) Management Committee. He is primarily engaged in the origination and evaluation of investments in North America, where he plays a leading role in developing Ardian’s Secondaries & Primaries business. He also oversees the San Francisco office, where he is responsible for leading the team dedicated to following the firm’s western North American LP and GP relationships. Mr. Small joined Ardian in 2011 in New York and established the San Francisco office alongside Mr. Mark Benedetti and Mr. Vladimir Colas in 2015. In 2021, he relocated from San Francisco to London to work with clients internationally and on new product development. As of September 2023, he is based in New York.

Barrel Rate’s Managing Principal, Jefferson Stone, leads the Firm’s investments and operations. Mr. Stone has worked in the private capital markets since 1997 when he joined Pacific Corporate Group after working for a small law firm for three years. After graduating from the Wharton School of Business in 2001, Mr. Stone joined Probitas Partners in San Francisco, where he helped to shape the firm’s pioneering intermediary and market-making program in the private equity secondary markets. Mr. Stone then joined the William Flora Hewlett Foundation in 2006, where he ultimately served as a senior member of the foundation’s private equity team for nearly 10 years. In that capacity, he oversaw a broad-based portfolio of private equity and alternative assets that included total commitments of over $3 billion. Since 2015, he has served as a member of the Board of Directors of Axiom Asia Private Capital and served as an advisor to various private market participants and firms. Mr. Stone received his MBA from The Wharton School of the University of Pennsylvania, where he was both a Palmer Scholar and a Siebel Scholar, and a BA from the University of California, San Diego, where he graduated Magna Cum Laude.

Allen Waldrop is the Deputy CIO - Private Markets for APFC. Allen has extensive experience sourcing, screening and executing private markets investments as well as building and managing alternative investment portfolios on behalf of public and corporate pension plans, sovereign wealth funds, family offices, endowments and foundations. He has led and managed teams across a range of businesses.
Allen started his career with KPMG before joining LP Capital Advisors in 2005. He has been a partner and senior executive at several industry-leading alternative assets firms.

Prior to joining APFC, Allen was Managing Director at Grafine Partners and had also been an advisor to APFC for several years before joining the Corporation in October 2022.

Mr. Waldrop holds a BS in Accounting from San Diego State University, is a CFA charterholder and a CPA (inactive). He serves on the Board of the Sacramento Children’s Home and is a member of the El Dorado County Search and Rescue team.

Chris Witkowsky runs Buyouts, the leading publication for North American private equity. He is a recognized expert in all things private equity, especially around issues involving fundraising, fund structures, firm governance and management, secondaries, succession issues and changes and trends in the industry. He writes, edits and guides the daily news selection for Buyouts' daily news website and monthly magazine. Outside of work, Chris is a father and husband, a voracious reader and writer, spends time at the gym and practices amateur radio. He's always interested in hearing your story so don't hesitate to get in touch!

Aaron Witte is a Senior Portfolio Manager at AustralianSuper in the Private Equity Group, operating out of the New York office, where he started in July 2022 to help the fund execute its North American investment strategy of primary fund investments and direct investments. Prior to joining AustralianSuper, Aaron was a founding member of SwanCap Partners, a Munich-based private equity manager, where he led the firm’s North American investment activities out of the New York office across private equity fund, co-investment and secondary investments. Before helping to establish SwanCap Partners, Aaron held positions in the Principal Investments and Leveraged Finance groups at UniCredit Bank. Prior to joining UniCredit, Aaron was in the Private Placements Group at Deloitte and started his career at Houlihan Lokey, where we worked on a variety of financial restructuring and M&A transactions.

Aaron holds a B.S. from NYU’s Stern School of Business and a Masters Degree from SDA Bocconi School of Management.

Michael Zeuner has been serving wealthy families for more than two decades. As one of three managing partners of WE Family Offices, he oversees the firm’s US business strategy. Michael is a nationally recognized leader in the family office industry and has dedicated his professional career to empowering financially successful families to manage their wealth.

Michael is a co-founder and a board member of the Ultra High Net Worth Institute, a nonprofit think tank and learning exchange. In addition, Michael is a co-founder and a board member of the Institute for the Fiduciary Standard and serves as an independent director at Wren Investment Office, a UK-based multi-family office and a member firm of the global alliance formed by WE, Wren and MdF.

Prior to his role at WE Family Offices he served as senior executive partner of GenSpring Family Offices. In this capacity, he had responsibility for the leadership and management of GenSpring’s network of 10 family offices in the United States, that firm’s key advisory practices, and its delivery of a high-quality client experience. In addition, he was a member of the firm’s Operating Committee. Before joining GenSpring, Michael was managing director and global head of Wealth Solutions at JP Morgan Private Bank. As a member of the executive team, he had responsibility for strategic planning, branding, marketing and specialized advisory services (family governance, philanthropy and fine art wealth management) for the worldwide private bank.

A management consultant by training, Michael led projects in the financial services area for both Andersen Consulting (now Accenture) and Booz, Allen & Hamilton. He joined Chase Manhattan in 1995 as vice president at the investment bank and moved to the private bank in 1997 to head up strategy and marketing worldwide. JP Morgan and Chase merged in January 2002.

Michael graduated from Brandeis University, (B.A.) and earned an M.B.A. from the University of Chicago.