Scroll down for information on each of our panels this year. Final panel topics and participants are being continuously updated, so check back often.
Adding Value Through Differentiation
Managing Director, Advent International Corporation
Kevin Feinblum joined Advent International in 2009. His previous private equity experience includes working with companies in the industrial, chemical, paper and retail industries.
Before joining Advent, Kevin worked at Sun Capital Partners, a middle market private equity firm focused on investing in distressed and underperforming companies. At Sun Capital Partners Kevin participated in successful investments in several US and European companies in the industrial, chemical and manufacturing sectors. Prior to Sun Capital Kevin was part of the Lehman Brothers Merchant Banking Group, a private equity division of Lehman Brothers Inc. that focused on leverage buyouts of middle-market companies. Kevin began his career with Salomon Brothers Inc. as an analyst in the Financial Institutions Group.
Kevin has a BA in economics, cum laude, from Yale University and a JD & MBA from Columbia University.
Managing Director, Eurazeo Capital
Eric Schaefer is Managing Director of Eurazeo Capital, based in New York. He is responsible for sourcing and executing investments and overseeing the performance of Eurazeo’s portfolio companies. Since joining the firm in 2004, Mr. Schaefer has specialized in the consumer goods and business services sectors and participated in the structuring or development of Eutelsat, B&B Hotels, Europcar, Elis, Asmodee and CPK. He currently serves on the boards of Europcar Groupe SA and Asmodee Group. Mr. Schaefer was named a Dow Jones’ Private Equity News 40 Under 40 Rising Stars of Private Equity in 2015 and a French American Foundation Young Leader in 2016.
Mr. Schaefer has master’s degrees in finance from Ecole Polytechnique and HEC-Paris.
Managing Director, CVC
James Christopoulos is a Managing Director and joined CVC in 2014. James is a member of the CVC North America team. He is based in New York. Prior to joining CVC, James was a Principal at Investcorp, which he joined in 2005 from UBS. James holds a Bachelor's Degree in Economics from Columbia University.
Larry co-founded Tailwind and is the Managing Partner of the Firm.
Larry has been active in the private equity business for more than 30 years and has served as a board member of over 45 private equity-backed companies. He began his career at Morgan Stanley where he was a Managing Director and a senior executive in the private equity business. After Morgan Stanley, Larry worked at Welsh, Carson, Anderson & Stowe as a General Partner and member of the investment and management committees.
Larry is a graduate of Brown University, the Harvard Law School
Senior Advisory Partner & Managing Director from Kelso
Frank joined Kelso in 1987. He spent the preceding two years as an Investment Analyst with New York Life Insurance Company.
Frank is currently a director of Ellis Communications, Nivel, Sirius Computer Solutions and US LBM. He has served as a director on the boards of many Kelso portfolio companies, including 21st Century Newspapers, Custom Building Products, Cygnus Publishing, Endurance Business Media, PSAV, Sentinel Data Centers, Truck-Lite and Universal Outdoor.
Frank received a B.A. in History from the University of Virginia in 1985. He is currently a Trustee of Prep for Prep, a New York-based non-profit organization, and is an Emeritus Trustee of The College Foundation of the University of Virginia.
Mr. Lee is a General Partner, having joined WCAS in 1999. Before joining WCAS, he worked at Goldman, Sachs & Co. in the Mergers & Acquisitions and High Technology investment banking groups. He graduated from Harvard University in 1994.
His current investments include AIM Software and Clearwater Analytics. His former investments include GlobalCollect, SRS/Identifix, TransFirst and Triple Point.
Senior Partner, Kirkland & Ellis LLP
Srinivas Kaushik is a senior partner of Kirkland & Ellis in the New York office. He focuses on representing private equity firms and corporations, domestic and international mergers and acquisitions, leveraged buyouts and growth capital investments. He also regularly represents portfolio companies of clients with respect to general corporate counseling and transactional matters. Srinivas is considered to be “fantastic at dealing with and looking after clients.” He is smart, organized and practical” per Chambers. In 2015, he was named a “Private Equity MVP” in Law360's “MVPs of the Year” for his work on some of the year's most high profile and complex deals. Srinivas is also a senior partner in the Firm's India practice where he has represented the Firm's clients in a number of acquisition/buyout and investment transactions in Indian companies, including in the largest leveraged acquisition to date. He is ranked in Band 1 by Chambers & Partners among lawyers with respect to investment funds investing in India. Srinivas attended the University of Chicago Law School and McGill University to obtain his LL.M and the National Law School of India University for his B.A. LL.B.
Trends and competition in growth equity investing.
Managing Director, Pine Brook Road Partners
Mr. Krenteras joined Pine Brook in August 2006 and is a managing director on the financial services investment team. He is also a member of the Investment Committee. Mr. Krenteras currently represents Pine Brook as a director of Belmont Green Limited, Better Mortgage, Clear Blue Financial Holdings LLC and Syndicate Holding Corp.
Mr. Krenteras has 20 years of private equity investment and operating experience. Prior to joining Pine Brook, Mr. Krenteras spent nine years in the financial services industry working for LabMorgan, JP Morgan’s financial technology venture capital arm, as vice president of portfolio development. Earlier in his career, he worked for Bank of America as an interest rate derivatives trader and as the vice president of trading and business development for Pedestal Capital, a start-up institutional brokerage for mortgage-backed securities.
Mr. Krenteras holds an A.B. in International Relations from Brown University and an M.B.A. from the Columbia University Graduate School of Business, where he was a member of the Beta Gamma Sigma honor society.
Partner, Level Equity
Sarah Sommer founded and is a partner at Level Equity. She has spent her career as an investor in growth-stage software, media and internet companies. Prior to Level Equity she was a member of the investment team at Insight Venture Partners. Sarah is a graduate of the Wharton School at the University of Pennsylvania where she was a Joseph Wharton Scholar.
Partner and Head of Consumer, Trilantic North America
Jamie joined Trilantic North America at its inception in 2009, prior to which he was a Principal at Lehman Brothers Merchant Banking (LBMB). Jamie is currently Chairman of the Board of Sunrise Strategic Partners and a director of Traeger Pellet Grills LLC (former Chairman), Home Franchise Concepts, LLC and Ortholite Holdings LLC. He was previously Chairman of the Board of Implus Corporation and a director of Fortitech, Inc. and SRAM LLC. He is also currently a member of the New York board of UNICEF. Prior to joining LBMB in 2008, Jamie worked as a Vice President at Lazard Alternative Investments, the private equity investment arm of Lazard, providing growth equity to middle market businesses. Earlier in his career, he worked in the Leveraged Finance Group in investment banking at Merrill Lynch & Co. Jamie holds a B.A., cum laude, from Yale University and an M.B.A. from Columbia Business School.
Managing Director, PWP Growth Equity
Mr. McKee has more than 15 years of investment experience. Prior to joining PWP Growth Equity, he was a Partner at Weston Presidio. Prior to Weston Presidio, Mr. McKee worked at Greenbriar Equity Group and Compass Partners International.
Mr. McKee earned an MBA from the University of Chicago and a BSBA from Georgetown University. He currently serves on the Board of MSA Security and Western Window Systems.
Andrew joined NEA in 2014 and is a Principal focused on enterprise and consumer technology investments and has worked across NEA’s US and China investment practices. Andrew sits on the boards of CCP Games, Qadium, and IonQ. He is actively involved in NEA’s investments in Code42, Curalate, Duolingo, Pentaho (acquired), Pocket (acquired), RocketChat, Tamr, ThreatQuotient, and ZeroFOX.
Prior to NEA, Andrew was an Analyst at Blackstone in New York. In addition, Andrew co-founded digital media company Flicstart (acquired). Andrew completed his Master’s degree as a Schwarzman Scholar at Tsinghua University in Beijing. He completed his Bachelor’s degree at Cornell University, where he graduated with Phi Beta Kappa honors in both Economics in the College of Arts and Sciences and Science of Earth Systems in the College of Engineering. Andrew serves on the Advisory Council for Entrepreneurship at Cornell and is President Emeritus of the Cornell Venture Capital Club. He also serves on the board of the Diyalo Foundation focusing on sustainable development and education in rural Nepal, and on the board of the National Udall Scholarship Association focusing on issues related to environmental sustainability.
Partner, Sixpoint Partners
Mr. Farina heads Sixpoint’s San Francisco office and has overall responsibility for West Coast and Texas distribution. Prior to joining Sixpoint, Mr. Farina was a Vice President in the M&A advisory group at Evercore Partners. Prior to a career in finance, Mr. Farina was a Captain in the United States Air Force where he was a computer security specialist for the Defense Intelligence Agency within the U.S. Intelligence Community. He earned an MBA from Columbia Business School, a Master of Science degree in Information Security from Johns Hopkins University and a Bachelor of Science degree in Management from the U.S. Air Force Academy. He is a General Securities Representative (Series 7, Series 63) and a General Securities Principal (Series 24), registered with FINRA.
Implementing Sustainable Operational Change
Managing Partner, AUA Private Equity
Andy Unanue is the Managing Partner of AUA Private Equity Partners, LLC and a member of AUA Private Equity’s Investment Committee. Prior to establishing AUA Private Equity, Mr. Unanue founded AU & Associates, LLC, the family office for the Unanue family. Previously, he held various positions with Goya Foods, Inc., including Chief Operating Officer.
Mr. Unanue currently serves on several corporate boards including: Goya, Raymundos Food Group, Tijuana Flats Restaurants, VStar Entertainment, Gel Spice Company and Associated Supermarket Group. Additionally, he serves on several not-for-profit boards including his family's charitable foundation, The C&J Unanue Foundation, is a member of the University of Miami's President Council, the University of Notre Dame’s Cavanaugh Council and on the Columbia University Medical Center’s Board of Advisors. Mr. Unanue received his M.B.A from the Thunderbird School of Global Management and his B.A. from the University of Miami.
John has over 15 years of experience investing in and building middle-market companies, including several operating roles within portfolio companies. Prior to co-founding Wincove, John was a Vice President at Hampshire Equity Partners, which he joined in 2003. At Hampshire, John was responsible for evaluating and executing potential investments, and managing portfolio company investments. He began his career in the investment banking division of Rothschild Inc.
John is currently a Director of Aloi Solutions, Hygrade Components, Bluff Manufacturing, Comstar Technologies and Rhino Assembly, and was previously a Director of GI Plastek and Connect-Air International.
John graduated from Georgetown University and earned an MBA from Columbia Business School. He lives in New York City with his wife and two children. He serves on the NYC Advisory Board of Back on My Feet, a charity that addresses homelessness through running.
Managing Director, New Mountain Capital
Matt joined New Mountain as an operating partner in 2016 and has worked as an executive in NMC companies continuously since 2007. He serves on the Boards of CIOX Health, Gelest, Cytel and Alteon Health and also works closely with Avantor and other NMC companies. Matt was previously CEO of CIOX Health. Before that, he was Executive Vice President, Global Medical Operations and Chief Legal Officer for Ikaria, Inc., where he served in additional executive roles, including Chief Financial Officer and head of Corporate Development. Prior to joining Ikaria, Matt was Executive Vice President, Chief Administrative Officer, Chief and Business Officer at VIASYS Healthcare, Inc. (NYSE: VAS), where he was responsible for the company’s growth and mergers and acquisitions. Before VIASYS, Matt was an advisor on mergers and acquisitions, initial public offerings, and commercial transactions in the health care field at Morgan, Lewis & Bockius LLP, and a litigator in the health care area at Stradley, Ronon, Stevens & Young. He holds an AB in Political Science from Princeton University and a JD from Villanova University School of Law.
Lead Operating Partner, Blue Wolf
Mr. Winegar joined Blue Wolf in 2012. He has over 28 years of experience leading manufacturing and service company operations guiding organizational transformation, performance turnarounds and IT systems implementations. Mr. Winegar leads Blue Wolf’s Operating Partner team and external resource network. Since joining Blue Wolf, he has served as the interim COO of Pearl Technologies, Inc. (Gloucester) and ModernMD Urgent Care and National Home Health Care and launched Blue Wolf’s Talent Management, Executive Summit, and Safety, Health & Environmental Programs. Mr. Winegar oversees operational due diligence and onboarding of portfolio companies and is an active advisor and board observer for Twin Rivers Paper Company, Finch Paper Company LLC, ModernMD Urgent Care and Great Lakes Caring Home Health and Hospice.
From 2010–2012, Mr. Winegar worked at Capgemini Consulting and led the startup of Capgemini’s North American manufacturing team. He served corporate and private equity clients in vaccine manufacturing, pulp and paper, Department of Defense, and capital equipment manufacturing. During this period, Mr. Winegar began his collaboration with Blue Wolf, serving as Lead Engagement Partner for Transformation Initiatives at Finch Paper Company LLC and Pearl Technologies, Inc. (Gloucester), and serving as interim COO at Channel Technologies Group LLC, leading diligence and value creation planning.
Previously, Mr. Winegar served as a Principal at Tunnell Consulting, a leading operations and compliance consultancy serving Fortune 100 clients in life sciences and fine chemicals. Between 2001 and 2010, he led performance, quality and compliance, and cost transformation engagements across global networks for clients including Pfizer, Roche, and Watson Pharmaceuticals. Notably, from late 2005 to early 2007, Mr. Winegar led the critical expansion of Roche Pharmaceutical’s global Tamiflu supply chain, in response to the threat of an Avian flu pandemic. As Roche’s external program manager, Mr. Winegar led a global team to successfully expand Tamiflu’s end to end supply chain capacity by 400% in 14 months; an effort that earned appreciation from national governments and the World Health Organization.
From 1990–2000, Mr. Winegar held a variety of roles of increasing responsibility at American Cyanamid, a $2 billion global agriculture and specialty chemicals producer. Early in his career at Cyanamid, Mr. Winegar worked in unionized shop floor environments, progressing rapidly through leadership roles in plant operations and contract manufacturing management to become Divisional Head of Quality, and finally Director of Latin American Manufacturing.
Mr. Winegar began his career at Chevron USA as a Production and Facilities Engineer overseeing the design, contracting, and installation of offshore oil and gas production facilities in the Gulf of Mexico.
Mr. Winegar received a B.S. in Mechanical Engineering from the University of Missouri-Columbia and a M.B.A. from Columbia University.
Partner - PwC
Mike is an M&A Partner with PwC's Advisory practice in Boston. Over the past 15 years his focus has been advising clients on a range of issues across the deal continuum including due diligence to identify operational risks, financial improvement opportunities, and synergies. Post-deal, Mike has led large-scale transformational integrations and divestitures, cost reduction programs, system implementations and IT strategy work. Mike’s experience includes both corporate and private equity clients representing a range of industries including retail, industrial and consumer products and healthcare. Prior to joining PwC, Mike spent several years at a boutique consulting firm and as a freelance writer for CMP Media. Mike earned his B.S. from Syracuse University and his M.B.A. from Columbia University.
Principal & Founder, Kata Capital Partners LLC
Kata Capital Partners LLC is a search fund, headquartered in New York, NY, focused on acquiring, operating, and growing a great business anywhere in the continental US.
Diego Cuenca is the Principal and and founder of Kata Capital Partners LLC.
Prior to Kata, Diego worked in different operations, sales, and investment roles at ALPS Advisory and Bernstein Wealth Management- primarily working with families and foundations. Diego has also had experience in early-stage venture capital and founded a surfboard design company- Makara Surf. He spent his childhood working for his brother's fast food franchise and parent’s real estate companies.
Diego received his BA in Economics-Accounting from Claremont Mckenna College and an MBA from Columbia Business School. He is a retired professional MMA competitor and avid martial artist.
Managing Partner, WSC & Company
Badge Stone is a Managing Partner and co-founder of WSC & Company (www.wscandcompany.com). Mr. Stone is involved in all aspects of the firm’s search fund investing activities, inclusive of the search, acquisition and operation phases.
Prior to WSC, Mr. Stone co-founded a family office to invest in micro-cap private companies. While at the family office, he purchased, operated and exited a security business (Perimeter Security Systems). Previously, Mr. Stone searched for a company to purchase through the traditional search fund model; ultimately, he and one of his search fund investors acquired, operated, and exited an infrastructure equipment rental business, Stone Pump & Trench. Prior to business school, Mr. Stone’s background included investment banking (McColl Partners) and operations with a large apparel company (VF Corporation).
Mr. Stone serves on the Board of Directors for Microdea (transportation software) and Richmond Alarm Company (security).
Mr. Stone holds a Business Administration degree with Distinction from the University of North Carolina at Chapel Hill, where he was a Morehead Scholar, and an M.B.A. from Harvard Business School.
General Manager, MHW Ltd.
Gabe leads MHW Ltd., a national beverage alcohol importer, distributor, and service platform, and is a former Entrepreneur-in-Residence at NextGen Growth Partners (NGP). He partnered with NGP for his search to find a business with which to partner for the next step in his career.
Prior to NGP, Gabe held various roles at Microsoft, Deloitte Consulting and Accenture, as well as holding leadership positions at two beverage alcohol companies - VinConnect, a start-up direct-to-consumer wine sales platform for top international wineries which he helped launch, and La Cave Warehouse, a wine retail and private storage firm based in Dallas, TX, where he led growth and operational improvements that increased EBITDA by 39% in two years.
Gabe received his BA from The University of Dallas and his MBA with Honors from the University of Chicago Booth School of Business.
Partner, Anacapa Partners
Ashley Giesler is a Partner at Anacapa Partners, a private equity firm focused on supporting entrepreneurs in their acquisition of nano-cap companies through the search fund model. Ashley has over 20 years of experience advising, operating and investing in high growth private equity and venture backed companies. Immediately prior to joining Anacapa, Ashley was an executive at Sunrun, a residential solar company, where she led the project finance and legal teams responsible for equity, debt and project finance transactions and was instrumental in developing the strategy and infrastructure necessary to support the company’s rapid growth. From 2002 to 2011, Ashley was a member of the senior management team at Asurion Corporation, a global leader in technology solutions services. During this time, she led the execution of multiple transformative acquisitions and equity and debt recapitalizations of the company. In addition, Ashley co-led the development of Asurion’s 5 year strategic plan and advised on the Company’s international expansion in Asia, Europe and Latin America. Ashley graduated Phi Beta Kappa from the University of California, Santa Barbara and Order of the Coif from UCLA Law School.
Chief Executive Officer, American Security
Sean has developed a strong track record over more than 15 years of investing in and growing businesses in North America. He has acquired, successfully grown, and integrated multiple businesses over his career by forging long-term relationships with his team to grow through the introduction of new products and services and operational improvements. In 2007, Sean took private one of North America’s largest security and life safety companies, where he oversaw the investment from the boardroom through to the field level, working alongside management to more than double the size of the company. Sean received a BA in Economics from Lehigh University and an MBA from INSEAD.
Co-Founder and CIO, Search Fund Accelerator
Jeremy Silverman is co-founder and Chief Investment Officer of Search Fund Accelerator in Boston. SFA is the first-ever accelerator dedicated to helping highly-motivated entrepreneurs that seek to acquire businesses to run as CEOs. SFA offers unparalleled mentoring and support to entrepreneurs throughout the search, acquisition and post-acquisition phases, and provides all needed equity from a fund of committed capital. Prior to SFA, Jeremy was for nearly 20 years a partner at Frontenac Company, a Chicago private equity firm that invests in family- and founder-owned companies in the lower middle market. Previously, he was a consultant with Bain & Company and then EVP of Corporate Development for WellPoint Health Networks (now Anthem). He graduated from Cambridge University and earned an MBA from Harvard Business School.
Josh Klatzkin is a partner in Goodwin's Private Equity Group and the Business Law Leader of the firm’s Washington D.C. office. He specializes in representing private equity sponsors and private companies in leveraged buyouts, growth equity investments, mergers and acquisitions, leveraged recapitalizations and joint ventures. Mr. Klatzkin has extensive experience with cross-border transactions, complex pass-through structures and representing senior executives in buyout and merger transactions and frequently serves as outside general counsel to middle market private companies. His industry expertise includes software and software enabled services, industrial services, energy technology, consumer products, transportation and logistics and financial services. He also co-heads the firm’s Search Fund Practice where he represents search fund entrepreneurs throughout the lifecycle of a search fund.
Mr. Klatzkin is also a member of the firm's Executive Committee.
State of credit and distressed private investment.
Partner, Silver Point Capital
Mr. Gatto was one of the first employees of Silver Point Capital, a credit focused hedge fund. He helped grow the business from $120MM of assets under management in 2002 to approximately $9.5 billion currently.
After joining the Firm in April 2002, he became the Firm’s first non-founding partner in January 2003. Mr. Gatto helped build out and runs several businesses for Silver Point. Today, he is the head of the Firm’s Restructuring group, where he oversees a team responsible for driving and negotiating in and out-of-court corporate restructurings, the head of the Firm’s Real Estate business, and the head of Silver Point’s principal lending business which focuses on lending to middle market companies. Prior to joining Silver Point, Mr. Gatto worked at Goldman Sachs as a senior member within the Special Situations Investing Business, specializing in investing in debt of distressed companies. Before joining Goldman Sachs, Mr. Gatto designed and taught credit training programs for loan officers of North American and European Financial Institutions. Prior to this, he was a loan officer and director of Global New Entry Training at Citibank. Mr. Gatto received an M.B.A. from Columbia Business School and graduated from Cornell University with a B.A. in Economics. He is also a CFA Charterholder and has served on several Boards, which have included specialty retailer Party City, and most currently a board member of New Cotai Holdings, a Macau gaming company and Chairman of the Board of Quinn Industries an Irish Industrial company.
Outside of Silver Point, Mr. Gatto is currently an adjunct professor at Columbia Business School and Fordham University’s Gabelli School of Business, where he teaches courses on credit analysis, distressed value and special situation investing.
Head of Global Loan Capital Strategy, J.P. Morgan
Andy O'Brien is a Managing Director and Head of Global Loan Capital Strategy.
In Andy’s current role, he has responsibility for lending across the banking platform of J.P. Morgan’s Corporate and Investment Bank, including Global Trade Finance. Previously, Andy served as Co-Head of Global Debt Capital Markets which included JPM's Loan Syndication, High Yield and High Grade Debt, and Restructuring practices. In his 32 years with J.P. Morgan, Andy has led hundreds of debt transactions across all ratings categories, including some of the world's most critical and largest financings.
From 1985 to 1991, Andy served in the Media Group in various capacities in New York and ultimately in London as Vice President in charge of the bank’s European Media Group. In 1991, Andy joined Loan Syndications and was promoted to Managing Director in 1995, Head of U.S. Loan Sales in 1999 and Head of Loan Syndications in 2004. He was promoted to Co-Head of Syndicated and Leveraged Finance in 2007, Co-Head of Global Debt Capital Markets in 2011 and assumed his current role in March of 2014.
Andy currently serves on the Board of Directors of the Private Export Finance Funding Corporation and is a previous member of the Board of Directors of the Loan Syndication and Trading Association.
Andy holds an MBA in Finance from Columbia University and a B.A. from The College of the Holy Cross where he serves on the Board of Trustees. He is also a member of the Board of Directors of the Michael J Fox Foundation.
RBC Capital Markets - Managing Director, Head of U.S. Loan Capital Markets
Judith Fishlow Minter is Head of U.S. Loan Capital Markets and has responsibility for syndicating leveraged finance transactions for corporate and financial sponsor clients. She has spent the majority of her 30-year banking career with Citi where she was Head of Loan Syndicate for North America from 1998 through 2008. Her latest position prior to starting at RBC was as Managing Partner with North Sea Partners, a boutique leveraged finance advisory firm. Ms. Fishlow Minter received her MBA in Finance from The Wharton School of Business at the University of Pennsylvania and a B.A. in Economics and Government from Wesleyan University
Partner, Apollo Global Management
Mr. Michelini is a Partner at Apollo having joined in 2006. Prior to joining Apollo, Mr. Michelini was a member of the Mergers & Acquisitions group at Lazard Frères & Co. from 2004 to 2006. Mr. Michelini serves on the board of directors of Athene Holdings, Athene Asset Management, Aleris International Inc., and previously served on the boards of Metals USA and Noranda Aluminum. At Apollo, Mr. Michelini has executed deals across the world including in North America, Europe, and Asia. Mr. Michelini is actively involved in various charities dedicated to helping underprivileged children in New York City. Mr. Michelini graduated from Princeton University with a BS in Mathematics and a Certificate in Finance and received his MBA from Columbia University.
Founder and CIO, Coast Capital
Coast Capital is a special situations, activist, and event-driven fund. The company takes a private equity approach to investing in companies that are leaders in growing and profitable industries, with low valuations and transformational events to release value. In many cases, Coast Capital acts as a catalyst to release value by engaging with management and boards for operational improvements. The fund also focuses on actively improving ESG efforts within portfolio companies.
Prior to launching Coast, James was the principal and CIO at White Eagle. At White Eagle, James ran an event-driven, activist and hedged equities portfolio. That fund out-performed peers and relevant indices by >37% over life of the fund. Prior to White Eagle, James was an MD and Head of International investing at JANA Partners. International investments at JANA made a large contribution to overall returns during his tenure. Prior to Jana, James was a Portfolio Manager at Claiborne Capital where he managed a European Value and Event Portfolio. James began his career at Sierra Global Management in 1997 where he was an MD and the first analyst at the firm.
James is a graduate of the University of British Columbia with a Bachelor of Science in Genetics and Commerce. He was a Govt of Italy Scholar, BC Walter D. Frith, J. Fed Muir Scholar and Governor General’s medal award winner. James is Fluent in English, French, Italian, Spanish and Persian. James lives his ESG passion as a NY Board Member of Human Rights Watch and Pachamama Alliance.
Managing Director, Oaktree
Mr. Tesoriere joined Oaktree in 2016. Prior to Oaktree, Mr. Tesoriere was Managing Principal and Portfolio Manager of Altai Capital Management, an investment manager he co-founded in 2009, which focused on investing in distressed debt and event-driven equities. Prior thereto, Mr. Tesoriere was with Anchorage Capital Group for six years, where he was a founding analyst. He began his career with Blackstone in the Restructuring and Reorganization Group before working at Goldman Sachs in distressed debt research. Mr. Tesoriere received a B.S. degree in Commerce with a concentration in finance from the University of Virginia’s McIntire School of Commerce.
Managing Partner and head of Credit, BC Partners
Ted Goldthorpe is a Managing Partner and head of Credit for BC Partners. He joined in 2017. He is also a member of the Private Equity Investment Committee.
Mr. Goldthorpe was most recently the President of Apollo Investment Corporation, Chief Investment Officer of Apollo Investment Management, and Senior Portfolio Manager, U.S. Opportunistic Credit. Mr. Goldthorpe joined Apollo in April 2012 and oversaw the Opportunistic Credit platform and was a member of the Senior Management Committee.
Previously, Mr. Goldthorpe was employed by Goldman Sachs & Co. since 1999. He most recently ran the Bank Loan and Distressed Investing Desk and prior to that was a Managing Director in the Special Situations Group.
Mr. Goldthorpe received a B.A. in Commerce from Queen’s University in Kingston, Ontario. He is a frequent guest lecturer at leading Universities including Columbia, University of Pennsylvania (Wharton), University of Virginia, New York University, Queen’s University, and Stanford University. Mr. Goldthorpe currently serves on the Global Advisory Board for the Queen’s School of Business. He is the Chairman of the Young Fellowship of The Duke of Edinburgh’s Award and serves on the board of Directors for HerJustice and Capitalize for Kids.
Lunch and Learn Presentation from Kirkland & Ellis LLP
Managing Director, The Carlyle Group
Grishma Parekh is a Managing Director and Head of Origination for Carlyle Global Credit. She is also a member of the Investment Committees of BDC I, II and III. In addition, Ms. Parekh serves as Head of Carlyle Mezzanine Partners.
Prior to joining Carlyle in 2007, Ms. Parekh was an investment banker with JPMorgan where she was responsible for the underwriting, structuring, execution and distribution of leveraged loans, bridge financings and high yield bonds.
Ms. Parekh has served as a board member or observer for several companies across a wide spectrum of industries including Shari’s Management, Document Technologies, FishNet Security, Garretson Resolution Group and Targus Group International. Additionally, Ms. Parekh co-leads Carlyle’s New York Women’s Employee Resource Group and serves on the firm’s Diversity and Inclusion Council.
Ms. Parekh received a Bachelor of Science in Finance and Information Systems from Stern School of Business at New York University. She is based in New York.
Partner, Investment Funds Group, Kirkland & Ellis LLP.
Stephanie’s practice focuses on advising U.S. and non-U.S. private investment fund sponsors on all aspects of their business, including establishment of private investment funds, portfolio investment activities, capital raising, fund regulatory and compliance matters and firm ownership and operational issues. She has worked with a variety of private fund sponsors, including large, diversified asset managers as well as emerging managers, in connection with the formation and ongoing management of buyout, direct lending, liquid credit, special situations, distressed and venture funds. Stephanie also has extensive expertise advising sponsors on establishing managed accounts and single investor funds involving a variety of U.S. and non-U.S. institutional investors.
Prior to joining Kirkland, Stephanie was a partner in the Private Investment Funds Group of Proskauer Rose LLP. She was also previously a Vice President and Senior Counsel at State Street Global Advisors where she was responsible for providing legal advice regarding US institutional investment management services and products.
Stephanie received her undergraduate degree from Bucknell University in 2001, and her JD from Boston College Law School in 2004.
Partner, Kirkland & Ellis LLP
Dave's practice focuses on representing capital sources, private equity sponsors, real estate investment trusts and public companies in complex financing transactions, including leveraged buyouts, recapitalizations, restructurings and other special situation transactions. Dave has negotiated and closed transactions in a diverse group of industries, including energy, healthcare, media, retail, restaurant and technology industries. According to the 2017 edition of Chambers, "the thing that sets him apart from other counsel is that he gets to the answer fast; he can quickly understand a business issue and come up with a solution." Additionally, the Daily Journal named Dave one of the “Top 40 Under 40” lawyers for the State of California for 2017. Dave graduated with his J.D. from Harvard Law School and his B.A. from Northwestern University.
State of Real Estate Investing.
Co-Head of North American Real Estate and Senior Managing Director of Cerberus Capital Management
Ronald Kravit is Co-Head of North American Real Estate and Senior Managing Director of Cerberus Capital Management, a global alternative investment manager with over $34 billion in assets as of June 30, 2017.
Mr. Kravit joined Cerberus in 1996 and has since helped grow the firm’s real estate investment platform. Today, Cerberus is one of the world’s leading investors in opportunistic real estate and non-performing loans. Under Mr. Kravit’s leadership, Cerberus has raised four opportunistic real estate funds, while garnering investor support across the globe for its real estate platform. Mr. Kravit is a current member of the Cerberus Capital Senior Operating Committee and the Real Estate Committee.
From 1994 to 1996, Mr. Kravit was a Managing Director at Apollo Real Estate Advisors, L.P., where he was responsible for new business development, acquisitions and asset management. Prior to his tenure at Apollo, Mr. Kravit was a Managing Director at G. Soros Realty Advisors/Reichmann International, an affiliate of Soros Fund Management, from 1993 to 1994. Before joining Soros, Mr. Kravit was Vice President/Chief Financial Officer at the Maxxam Property Company in Houston from 1991 to 1993 and Vice President with Miller-Klutznick-Davis-Gray Co. in Los Angeles and Chicago from 1984 to 1991.
Mr. Kravit is a graduate of Georgetown University and received an M.B.A. from The Wharton School of Business at the University of Pennsylvania. He is active in support of various programs at Georgetown University, University of Pennsylvania and the University of Southern California, especially providing mentorship and guidance for students in respective business schools. In addition, Mr. Kravit is an active supporter of New York Presbyterian Hospital.
Executive Director - Morgan Stanley Real Assets
Michael joined Morgan Stanley in 2009 and is responsible for sourcing, underwriting and executing transactions in the Northeastern United States on behalf of Morgan Stanley’s real estate funds
Previously, Michael worked at Credit Suisse DLJ Real Estate Capital Partners
Michael received an M.B.A. from the Wharton School at the University of Pennsylvania. Michael also graduated magna cum laude from the University of Pennsylvania with a B.S. in Economics from the Wharton School and a B.A. in History from the College of Arts and Sciences.
Principal, Commercial Real Estate Debt Group, Apollo Global Management
Catherine Chen joined Apollo Global Management in 2013 and is a Principal in the Real Estate Debt Group where she is primarily responsible for the sourcing and execution of commercial real estate debt investments. Prior to joining Apollo, Ms. Chen was a Vice President in the Commercial Real Estate Lending group at Morgan Stanley where she was involved in all facets of commercial mortgage origination, securitization, underwriting, and syndication. During her tenure at Morgan Stanley, Ms. Chen also worked in institutional sales and trading management, assisting in the organization and development of global equities and fixed income initiatives.
Ms. Chen graduated with an MBA from Columbia Business School and a BS in Business Administration and a BA in Economics from the University of California - Berkeley. Ms. Chen is a member in CRE Finance Council and WX.
Partner & Chief Investment Officer, GMF Capital
Jeff Selinger is Chief Investment Officer of GMF Capital, an investment management platform engaged in private equity and alternative investments across a range of asset classes, including real estate, healthcare and structured credit. Prior to joining GMF, Jeff was a Managing Director of Vanbarton Group (formerly Emmes Asset Management), where he was responsible for sourcing, underwriting and execution of equity and credit acquisition opportunities. Jeff consummated more than $2 billion of investments across various property types and locations in U.S. markets on behalf of that firm’s institutional pension fund clients. Prior to joining Vanbarton in 2009, Jeff was an investment professional at Lehman Brothers where he evaluated investments on behalf of its real estate private equity funds. Jeff previously worked in investment banking at Merrill Lynch.
Jeff holds a B.S. from the Stern School of Business at New York University and an M.B.A. from the Wharton School at the University of Pennsylvania.
Jennifer Morgan is a partner at King & Spalding and specializes in real estate private equity. Jennifer represents sponsors and institutional investors in a range of real estate investments and transactions.
Jennifer advises clients on structuring and negotiating fund formations and other capital transactions, including private real estate investment trusts and other structured investments. She often represents real estate private equity clients in connection with joint ventures, asset and entity-level acquisitions and dispositions, and related transactions.
Jennifer has been named a top real estate attorney in the 2013 through 2017 editions of Chambers USA, and was chosen as one of Fortune magazine’s Women Leaders in the Law in 2013. A regular speaker at real estate private equity conferences, Jennifer was recognized by the Legal 500 2016 guide in the Real Estate and Construction—Real Estate category. In addition, she was named a New York Super Lawyer in 2011 and 2012 by Super Lawyers, which also selected her for its list of the 2012 and 2013 Top Real Estate Women Attorneys.
Jennifer is an adjunct professor of Real Estate Transactions at Columbia Business School and Columbia Law School.