About The Conference:

iGlobal Forum is pleased to present our breakthrough event on Alternative Private Equity Structures: Co-Investments, Separate Accounts & More to be held on October 24th, 2013 at the Helmsley Park Lane Hotel in New York City.  The Great Recession fundamentally transformed the private equity landscape and the traditional ten-year blind-pool private equity fund is under scrutiny by increasingly sophisticated institutional investors.  Disproportionate fees, disappointing returns, and delayed exits have motivated disenchanted LPs to search for better alternatives.  In this intensive one-day program, we will explore emerging models for private equity that create mutually beneficial outcomes for both private equity firms and their investors. The Summit will unite private equity executives—venture capital, growth, buyout and turnaround firms—with institutional and other investors, including pension funds, endowments & foundations, insurance companies, and funds of funds—to network, connect, and learn from each other.

KEY TOPICS THAT WILL BE COVERED:

  • The Brave New World of Private Equity 
  • Aligning GP-LP Interests in a Conventional Closed Pool Structure
  • Alternative Private Equity Structures: LP Perspectives & Preferences
  • The Promise and Peril of Private Equity Co-Investing 
  • Using Separate Accounts to Customize Your Private Equity Portfolio 
  • Independent Sponsor Transactions: The Deal-By-Deal Alternative 
  • Terms & Conditions and Due Diligence: Reading between the Lines 
  • GP-LP Dialogue: Creating Mutually Beneficial Partnerships

NETWORK WITH LEADING:

  • Public & Corporate Pension Plans 
  • Endowments & Foundations 
  • Private Equity Firms 
  • Insurance Companies 
  • Merchant & Investment Banks 
  • Investor Relations & Communications
  • Sovereign Wealth Funds 
  • Funds of Funds 
  • Family Offices & High-Net Worth Individuals 
  • Investment Advisors & Asset Managers

PHOTOS FROMPREVIOUS EVENTS:






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Speakers
Patricia S. Grad
Principal and Head of Investor Relations
IRVING PLACE CAPITAL


Patricia S. Grad
Principal and Head of Investor Relations, IRVING PLACE CAPITAL

Patricia Grad is the Head of Investor Relations of Irving Place Capital, where she is responsible for the firm's fundraising, investor relations, and marketing functions.  She has 12 years of alternative asset fundraising and investor relations experience, having previously worked at Oak Hill Capital and at JPMorgan.  Ms. Grad earned an MBA from Columbia Business School and a BA with honors from Wesleyan University.

 

Thomas Kennedy
Founder & Managing Director
KENSINGTON CAPITAL PARTNERS


Thomas Kennedy
Founder & Managing Director, KENSINGTON CAPITAL PARTNERS

Tom Kennedy is the founder of Kensington Capital Partners and Chair of the Investment Committee. Tom serves on the Advisory Boards of several private equity funds and on the Board of Directors of Crestline Coach Ltd., Lise Watier Inc., CVCA - Canada's Venture Capital and Private Equity Association and the RPSM Foundation. Tom's previous experience includes 10 years in operational and management positions with Consolidation Coal Co. and Alberta Energy Company. He has investment banking experience as a senior executive with Bunting Warburg, Lancaster and TD Securities. Tom was Chairman of the Regent Park School of Music, a Director of the Toronto Central LHIN, Loft Community Services, Triax Growth Fund, as well as several public companies. Tom holds a B.Sc.Eng. (Mining) from Queen's University and a D.B.A. from the University of Edinburgh and is a professional engineer.

 

Martin Day
Partner
CALEDON CAPITAL MANAGEMENT


Martin Day
Partner, CALEDON CAPITAL MANAGEMENT

Martin Day is a partner at Caledon Capital Management, an independent private markets investment specialist and portfolio manager based in Toronto, Canada.  Caledon provides customized global private equity and infrastructure investment solutions for institutional investors by building unique portfolios of funds, secondaries and co-investments.  Martin has over 20 years of experience in private equity and corporate M&A.  Prior to Caledon, he was Managing Director at OMERS Private Equity (OPE), the organization responsible for investing the private equity allocation of the $55 billion Ontario Municipal Employees Retirement System.   At OPE, Martin was responsible for managing the OPE private equity funds and co-investment program with a committed value of over $4 billion and over 50 global fund relationships.  Prior to OPE, Martin previously worked in corporate development and general counsel positions with Edgestone Capital, a Toronto based private equity fund, and PC DOCS Group International, a TSX and NASDAQ listed company.  Martin began his career working in the Toronto and Hong Kong offices of Goodmans LLP.  Mr. Day holds a BA from York University, an LL.B. from Osgoode Hall Law School, and a MBA from the Schulich School of Business (York University).

Thomas S. Shattan
Co-Chairman
SHATTAN MENDEL ENTERPRISES, INC.


Thomas S. Shattan
Co-Chairman, SHATTAN MENDEL ENTERPRISES, INC.

Thomas S. Shattan is Co-Chairman of Shattan Mendel Enterprises LLC, ("SME"), a NYC-based Merchant Banking Firm www.shattanmendel/com .  Prior to establishing SME in January 2004, Mr. Shattan was a Co-founder and Managing Director of The Shattan Group LLC (TSG), Specialists in Private Equity Financings.  It was considered the leading independent firm in the business of raising Private Equity and Equity-related capital from institutional sources for private and public emerging growth/middle-market companies.  Mr. Shattan co-founded TSG in April 1996 and managed it through December 2003.  Previously, he built three highly successful Private Equity Financing efforts over a 12-year period at Goldman, Sachs & Co.; Kidder, Peabody & Co.; and Prudential Securities Inc.  Mr. Shattan began his Investment Banking career with Goldman Sachs where he worked from 1978 to 1989.  As a Vice-President, he established and ran its Private Equity Financing effort from 1985 to 1989.  He was a Managing Director and Group Head--Private Equity Financing at Kidder, Peabody from 1990 to 1992, and a Managing Director and Group Head--Private Equity Financing at Prudential Securities from 1992 until April 1996. Prior to Business School, Mr. Shattan worked in the International Department of the Chase Manhattan Bank, where he ultimately became a Second Vice-President, with responsibility for East and Central Africa. He lived in NY, Milan and London for Chase Bank.  Having completed over 100 Private Equity transactions, among them many INC 500 winners (including the #1 Company on the 2007 List), Mr. Shattan has been considered an expert in the Private Equity field, and has been a speaker at many Private Equity industry and other conferences, including INC. 500, YPO, SRI and Capital Roundtable events.  Mr. Shattan graduated from Harvard College in 1972 with a BA degree cum laude, where he was the Business Manager of the Harvard Lampoon and a member of the Hasty Pudding Club. He received his MBA degree from Columbia University’s Graduate School of Business in 1978.  

Edward L. Shugrue III
Chief Executive Officer
TALMAGE, LLC


Edward L. Shugrue III
Chief Executive Officer, TALMAGE, LLC

Edward L. Shugrue III is the CEO of Talmage, LLC (“Talmage”). Talmage is an independently owned and operated commercial real estate investor, Special Servicer and advisor created in 2003.  Since its formation, Talmage has made in excess of $10 billion of real estate debt investments and acted as the Special Servicer/Advisor on over $40 billion of transactions. Talmage is headquartered in New York City.  From 1997 until 2003, Mr. Shugrue co-built one of the country’s first commercial real estate mezzanine investment platforms in his capacity as the Chief Financial Officer of Capital Trust, Inc. (NYSE: CT).  From 1991 to 1996, Mr. Shugrue was one of four people responsible for turning around, taking public and selling River Bank America, a New York bank.  From 1988 through 1990, Mr. Shugrue worked in the real estate group of Bear Stearns on principal, agency and securitization assignments.

Olaf Neubert
Managing Partner
HEDGES CAPITAL INC.


Olaf Neubert
Managing Partner, HEDGES CAPITAL INC.

Dr. Olaf Neubert is the Managing Partner of Hedges Capital, an Alternative Asset investment firm specialized in Private Equity Secondaries, Distressed Debt & Restructurings and Capital Introductions. Hedges Capital is the leading buy side agent for Secondaries, working as agent and advisor with the principal Secondaries investors as well as nontraditional institutional and private investors in Secondaries. In Primaries Hedges Capital has built a strong Alternative Asset placement business in Europe with our partners, highly specialized and focused on institutional quality managers, spin-outs and growth funds of excellent management teams. We introduce select top flight Private Equity, Venture and HedgeFunds from the U.S., Canada and Latin America to European investors, with a focus on Family Offices, Private Banks, Insurance Co.'s and other institutional investors.

Ralph Money
Managing Director
COMMONFUND CAPITAL. INC.


Ralph Money
Managing Director , COMMONFUND CAPITAL. INC.

Ralph Money is a Managing Director of Commonfund Capital, a member of the investment team and senior product specialist. Ralph has 30 years of experience in investments, investor relations, nonprofit financial and general management and institutional banking. He joined Commonfund in 1999. He has served on the advisory boards of several private capital limited partnerships and on the boards of directors of several social sector enterprises. Since its founding in 1988, Commonfund Capital has served as an extension of clients' investment committees and investment staff offering a flexible approach to create solutions for investors by partnering with many of the world's leading private equity, venture capital and natural resources firms.

Ross Gatlin
CEO & Managing Partner
PROPHET EQUITY


Ross Gatlin
CEO & Managing Partner, PROPHET EQUITY

As CEO & Managing Partner of Prophet Equity, Mr. Gatlin is focused on Holistic Value Creation - identifying, making, managing and realizing a portfolio of control investments in strategically viable, asset intensive, middle market companies where there are significant value creation opportunities. He is also responsible for day-to-day operations of the partnership and relations with the limited partners. His track record over the last decade alone includes over $400 million dollars of control private equity investments spanning over 40 corporate entities with over $4.0 billion in combined revenue.  These investments have generated both absolute and internal rates of return that define the very top of the private equity industry standard. He holds an MBA from the Kellogg School of Management at Northwestern University where he was one of only two in his class to receive both the Dean's Distinguished Service Award and Beta Gamma Sigma honors. He earned his BBA from the University of Texas at Austin with a concentration in finance.

Maggie Arvedlund
Managing Director
FORTRESS PARTNERS FUND


Maggie Arvedlund
Managing Director, FORTRESS PARTNERS FUND

Maggie Arvedlund is a Managing Director at the Fortress Partners Fund in New York, where she has worked since 2007. At Fortress, Ms. Arvedlund is responsible for originating, executing and overseeing a portfolio of direct debt and equity, private equity and real assets fund investments. Fortress Partners Fund is an endowment-style fund focused on alternative investment strategies which manages capital on behalf of the founders of Fortress and other institutional investors. Prior to joining Fortress, Ms. Arvedlund worked at Hall Capital Partners where she was responsible for executing investments in private equity funds and in fund management companies. Maggie received a BS with Honors from Vanderbilt University in Economics and an MBA in Finance from NYU's Stern School of Business. Ms. Arvedlund serves on several non-profit boards and is a founding member of NYU Stern Private Equity Club Advisory Board.

Charles Krusen
Chief Investment Officer
KRUSEN CAPITAL MANAGEMENT, LLC
Founder & Chief Executive, KRUSEN CAPITAL MANAGEMENT


Charles Krusen
Chief Investment Officer, KRUSEN CAPITAL MANAGEMENT, LLC
Founder & Chief Executive, KRUSEN CAPITAL MANAGEMENT

Charles Krusen is the founder and CEO of Krusen Capital Management, LLC, which is the SEC-registered investment adviser to the LionHedge Platform, a single and multimanager hedge fund and private equity platform, providing high net worth individuals, family offices and wealth managers with alternative investment solutions. He has 38 years experience in financial services, having begun his career with Citibank Capital Markets, specializing in arbitrage and proprietary trading of fixed income. In addition, Mr. Krusen is the Chief Investment Officer of Krusen Family Office, a single family office based in Tampa, FL. Before founding Krusen Capital Management, Mr. Krusen was a Partner with Alpha Equity Management, an asset management organization that focuses on equity long/short and 130/30 strategies.


Mr. Krusen is an honors graduate of Harvard College. He is on the Board of Trustees of the Southampton Hospital Foundation.

Thomas Bradley
Partner
STEPSTONE GROUP


Thomas Bradley
Partner , STEPSTONE GROUP

Mr. Bradley co-manages StepStone’s New York office and the firm’s global secondaries activities.  He is a member of the firm’s Investment Committee and co-heads its US Middle Market Buyout Sector Group. Prior to StepStone, Mr. Bradley was a Partner at Pomona Capital, where he helped oversee the firm’s secondary, primary and co-investment practices, representing over US$6 billion in total commitments. Prior to that, Mr. Bradley was a Vice President at Hambrecht & Quist, a growth-oriented investment bank. Mr. Bradley received his BA from Denison University.

 

David C. Turner
Managing Director, Head of Private Equity
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA


David C. Turner
Managing Director, Head of Private Equity, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

David Turner is Managing Director and Head of Private Equity for the Guardian Life Insurance Company of America.  He joined Guardian's Investment team in June 2007 to lead the roll-out and development of their private equity investment initiative.  He has over 25 years experience in private equity investing and portfolio management.  David has originated and led over 90 private equity investments totaling roughly $4.7 billion in committed capital and managed portfolios totaling over $17.5 billion in cumulative commitments.  These investments include venture capital, buyout and special situation partnerships and small-cap stock distributions as well as direct and co-investments in numerous early, growth and later stage middle market companies.  David has led investments in the U.S. domestic market as well as developed and emerging international markets.  Previously, David spent five and one-half years at WestLB Mellon Asset Management as a General Partner and later as CEO and CIO of their Private Equity Group.  Prior to WestLB Mellon, David was Director of the Alternative Investments Division and Senior Portfolio Manager for the State of Michigan Retirement System's Alternative Investment Division.  David has presented and spoken at many private equity industry seminars and conferences and earned a B.A. from SUNY at Geneseo.

Dan Lonergan
Founder & Managing Partner
L6 HOLDINGS CORPORATION


Dan Lonergan
Founder & Managing Partner, L6 HOLDINGS CORPORATION

Dan Lonergan is the Founder and Managing Partner of L6 Holdings Corporation,  a lower middle market private equity firm based in Atlanta, GA.  Mr. Lonergan is the Chairman of Global Connection Holding Corporation, an L6 portfolio company, EVP of Okinus, Inc, a consumer financial services company and the former CEO of ProCare Rx, a national PBM.  Previously, as a Partner/Managing Director of Roark Capital Group, Lonergan made eight platform investments totaling over $200 million of invested equity capital.  Lonergan served as a Director of Money Mailer Holding Corporation, FASTSIGNS Holding Corporation, Ace Holding Corporation, Wood Structures, Inc., PSC Info Group and Cybercore Corporation. 

Prior to joining Roark, Lonergan completed $25 billion in corporate finance and mergers and acquisitions transactions as an investment banker. From 1999 through 2001, Lonergan was a Director at Credit Suisse First Boston Corporation in the firm's Mergers and Acquisitions Group where he participated in a broad range of industries, including consumer products, basic industry, media, and healthcare. Prior to joining Credit Suisse First Boston, Lonergan worked at J.P. Morgan & Co. in the firm's Mergers and Acquisitions Group where he focused on the global industrial services sector. 

Prior to joining J.P. Morgan, Lonergan spent six years as the Chief Operating Officer of CompuTower Technologies Corp. CompuTower provided an efficient means of parking and retrieving automobiles and other bulk storage items. At CompuTower, Lonergan was actively engaged in all facets of the business, overseeing the development of the business strategy, capital raising, recruiting and managing all company personnel (manufacturing, sales, administration, finance, marketing, and research and development). 

Lonergan began his career in the Fixed Income Division of Bear Stearns & Co. He received a Master's degree in Business Administration from The Pennsylvania State University's Smeal College of Business and a Bachelor's of Science degree in Accounting from The Pennsylvania State University.  Lonergan was a member of Penn State’s 1982 National Championship Football Team and also signed as a free agent quarterback with the Washington Redskins.

Wolf Witt
Associate, Private Equity
ZURICH ALTERNATIVE ASSET MANAGEMENT, LLC


Wolf Witt
Associate, Private Equity, ZURICH ALTERNATIVE ASSET MANAGEMENT, LLC

Mr. Witt is a member of the PE investment team at Zurich Alternative Asset Management (ZAAM), Zurich Insurance Group’s dedicated alternative asset management platform. At ZAAM, Mr. Witt is focusing on sourcing, executing, and monitoring of PE investments primarily in Europe. Prior to working at ZAAM, Mr. Witt worked at NERA, the economic consulting unit of Oliver Wyman (Marsh & McLennan). He worked with NERA’s valuation and transfer pricing group in both the Frankfurt and New York offices focusing on business valuations across various industries.

Mr. Witt received his MS from University of St. Gallen (Switzerland). He studied at HEC Business School (France) and received his MA from the CEMS program.  He is also a CFA charterholder.  

Jonathan I. Grabel
Chief Investment Officer
MONTGOMERY COUNTY PUBLIC SCHOOLS


Jonathan I. Grabel
Chief Investment Officer, MONTGOMERY COUNTY PUBLIC SCHOOLS

Jonathan Grabel is the Chief Investment Officer for Montgomery County Public Schools (MCPS).  Mr. Grabel manages the $1.2 billion MCPS pension plan on behalf of its 35,000 active and retired participants.  In addition, he oversees the MCPS defined contribution plans with total assets in excess of $1.2 billion.  Mr. Grabel advises the MCPS Educational Foundation and the MCPS Centralized Investment Fund.  Mr. Grabel also serves as a trustee for the Montgomery County Consolidated Retiree Health Benefit Trust.  Prior to his appointment with the Montgomery County Public Schools, Mr. Grabel was a general partner at Baker Capital, a private equity firm with $1.5 billion in assets under management.  Mr. Grabel had been with the firm since 1998 and became a general partner, lead investor and member of its investment committee in 1999.  While at Baker, Mr. Grabel successfully managed investments through multiple economic cycles.  His portfolio investments ranged from pre-revenue startups to management buyouts.  Mr. Grabel was an active investor with significant corporate governance experience having served on the boards of directors for both public and private companies.  Earlier in his career, Mr. Grabel was an investment banker at SBC Warburg and with Nomura Securities International.  He also worked in public accounting at Arthur Andersen. Mr. Grabel received his BS in Economics from the Wharton School of the University of Pennsylvania and his MBA from the University of Chicago Booth School of Business.  He is a CPA.

Aris Hatch
Principal
HARBOURVEST PARTNERS, LLC


Aris Hatch
Principal, HARBOURVEST PARTNERS, LLC

Aris Hatch joined HarbourVest’s client relations team in 2008 as a vice president.  She focuses on coordinating, monitoring, and enhancing relationships with new and existing North America-based investors and consultants.  Aris joined the Firm from Rock Maple Funds, a New York-based asset manager and fund of hedge funds, where she served as a vice president of the client service group responsible for global fund marketing and new business development.  Prior to that, she spent four years with Advent International in Boston, where she was responsible for relationship management and fundraising in North America.  Aris also served as a market strategy consultant at Ernst & Young LLP in Boston.  She received a BA (cum laude) in English from Wellesley College in 1999 and speaks Spanish and Greek.

Chris Yang
Managing Partner
GROVE STREET ADVISORS


Chris Yang
Managing Partner , GROVE STREET ADVISORS

Chris is a Managing Partner of Grove Street Advisors, a $5.1B separate account manager focused on lower mid-market buyout and venture capital funds.  Chris is an active investor in micro and mid-market buyouts with a particular interest in distressed opportunities, as well as technology-oriented growth and venture funds.  He takes leadership responsibility for GSA’s strategy and portfolio development in Asia.  Chris also leads GSA’s secondary fund investing activities with principal responsibility for both execution and management of intermediary relationships. 

Prior to joining Grove Street in 2001, Chris was a consultant with Integral, Inc. and Alliance Consulting Group where he worked on strategy development for a number of large technology companies across the software and telecommunications industries.  In addition, he has held various operating positions with Internet companies such as HomeGrocer, SchoolStop and Rotten Tomatoes.  Chris was an Associate with Seed Capital, SOFTBANK's early stage venture affiliate in Boston.  Chris worked at Bain & Company on its eVolution joint venture with Texas Pacific Group and Kleiner Perkins, as well as the law firm of Bingham McCutchen.

Chris holds an SB from MIT, a JD degree from Harvard Law School and an MBA from the MIT Sloan School of Management. He is a member of the Massachusetts Bar Association.

Nathan Harnetiaux
Portfolio Manager, Alternative Investments
KEMPER CORPORATION


Nathan Harnetiaux
Portfolio Manager, Alternative Investments, KEMPER CORPORATION

Mr. Harnetiaux is a Portfolio Manager for Kemper Corporation, a multi-line insurance company based in Chicago.  He manages the alternative investments portfolio for Kemper, including fund commitments and a direct co-investment program with a primary focus on credit strategies such mezzanine, distressed, and senior lending.  Mr. Harnetiaux also serves on the advisory board of a number of funds and as a board observer on certain portfolio companies.  Prior to joining Kemper in 2005, he was an equity analyst for State Farm Insurance in Bloomington, Illinois. Mr. Harnetiaux has a BS in Finance from the University of Illinois at Urbana-Champaign and an MBA from the University of Chicago Booth School of Business.  He is also a CFA Charterholder.

Heather Faust
Vice President
CASTLE HARLAN


Heather Faust
Vice President, CASTLE HARLAN

Heather Faust is a vice president of Castle Harlan. Prior to joining Castle Harlan, Ms. Faust was a management consultant at McKinsey & Company, where she worked in the United States and abroad across a variety of industries. She advised and directly assisted her clients in defining and implementing key strategic and operational business transformations. Ms. Faust is currently a director of Baker & Taylor and previously served as a director of IDQ Holdings, Inc. and Ames True Temper. Ms. Faust graduated Cum Laude from Princeton University with a B.S.E. in Operations Research and Financial Engineering and holds an M.B.A from the Harvard Business School.

Jeffery F. Moy
Head of Private Equity
CENTRAL PARK GROUP


Jeffery F. Moy
Head of Private Equity, CENTRAL PARK GROUP

Jeff is Head of Private Equity at Central Park Group and has more than 20 years of private equity experience ranging from primary, secondary, direct, and co-investing.  Before joining Central Park Group, he served as Head of Private Equity for Rockefeller Financial where he managed a portfolio of private equity fund of funds and also separate account portfolios for high net worth and institutional clients.  Prior to Rockefeller, Jeff was a Senior Managing Director for Liberty Mutual Asset Management where he grew the global private equity assets to $4.5 billion that included over 250 funds and 90 managers during his 15-year tenure.  Jeff’s background includes serving as a member of corporate boards, advisory and valuation committees of funds.  He is a regular speaker at industry conferences.

Jeff graduated from the M.I.T. Sloan School of Management with a Master of Science in Management and a Bachelor of Science in Business Administration from Boston University.  He is a Chartered Financial Analyst, Chartered Alternative Investment Analyst, and Certified Market Technician.

Kevin K. Albert
Partner and Head of Global Business Development
PANTHEON VENTURES LTD.


Kevin K. Albert
Partner and Head of Global Business Development, PANTHEON VENTURES LTD.

Kevin is a member of Pantheon’s Partnership Board and is responsible for business development and client service activities globally at Pantheon. Kevin previously worked at Elevation Partners where he was in charge of fundraising and investor relations. For the 24 years prior to joining Elevation, Kevin ran the Global Private Equity Placement Group at Merrill Lynch. He has a BA in Economics and an MBA in Finance from the University of California, Los Angeles. Kevin is based in New York.

Steve Cowan
Co-Founder & Managing Director
57 STARS LLC


Steve Cowan
Co-Founder & Managing Director, 57 STARS LLC

Steve Cowan, Managing Director. Mr. Cowan is a founder of 57 Stars, an independent global investment manager owned and managed by its investment team with more than USD 1 billion under management focused on partnership and co-investment in select private equity markets outside of the United States, primarily in emerging markets. Operating out of four offices around the world, 57 Stars’ team has approximately 100 years of collective experience investing in international private equity markets. Prior to 57 Stars, Mr. Cowan served in the Investment Funds Department of the Overseas Private Investment Corporation (OPIC). He received his AB (magna cum laude and with honors) in Political Science and Development Studies from Brown University, a JD from the Harvard Law School, and, during college, participated in the Yale-in-China program at the Chinese University of Hong Kong.

Sheryl Schwartz
Managing Director, Investments
CASPIAN PRIVATE EQUITY


Sheryl Schwartz
Managing Director, Investments, CASPIAN PRIVATE EQUITY

Sheryl Schwartz is a Managing Director at Caspian Private Equity, leading investments in primary and secondary funds.  She is a member of the Investment and Executive Committee.  From 2010 to 2013, Sheryl was a Managing Director of Perseus Finance and is one of three partners responsible for fundraising, sourcing, evaluating and making direct mezzanine and structured equity investments in connection with leveraged buyouts, recapitalizations and growth financings.  Prior to joining Perseus, Ms. Schwartz had a successful career at TIAA split between fixed income and alternative investments.  Ms. Schwartz built and led TIAA-CREF’s Alternative Investment team, which included investments in private equity funds, co-investments, mezzanine debt and timber.  She joined TIAA in 1988 and invested in 4 different types of fixed income products including three years investing in corporate private placements, two years trading secondary private placements, and four years investing in mortgage and asset-backed securities.  Beginning in 1997, Ms. Schwartz was appointed to establish and develop TIAA’s alternative investment portfolio.  During the following 13 years, Ms. Schwartz built a diversified portfolio of approximately $13 billion of commitments in private equity investments, including investments in buyouts, venture capital, distressed and turnaround, mezzanine debt, energy and infrastructure, and timber.  As head of TIAA’s alternative investment team, Ms. Schwartz managed a team of 14 professionals and provided leadership for portfolio strategy, composition, performance, asset allocation, underwriting and presented the portfolio and strategy to senior management, the board and a  third party institutional client.  Ms Schwartz built and led three investment businesses for TIAA (Alternatives, Distressed Funds, and Secondary Trading)  including establishment and oversight of underwriting criteria, legal requirements, accounting systems, monitoring systems, recruitment process and deal flow management procedures.  She serves on the Board of Directors of the Women’s Association of Venture and Equity, Inc. (WAVE), which is a nonprofit organization that is committed to the development and advancement of women in private equity and venture capital.  She was also a long-time member of the Institutional Limited Partners Association (ILPA).  Ms Schwartz  is also on the advisory board of Palico, an company that has created a secure, web based marketplace dedicated to the private equity industry.  Ms Schwartz also served as an LP Advisory Board member for many private equity funds. Ms. Schwartz holds both a B.S. and an M.B.A. in Finance from New York University.

Laurens M. Goff
Co-founder & Managing Partner
STONE-GOFF PARTNERS LLC


Laurens M. Goff
Co-founder & Managing Partner, STONE-GOFF PARTNERS LLC

Laurens M. Goff is a co-founder and managing partner of Stone-Goff Partners LLC and has over 15 years of private equity investment experience.  Past investments include companies in the specialty retail, consumer products, education andleasing industries. Mr. Goff founded Goff Management, a predecessor partnership to Stone-Goff in 2007. Prior to that, Mr. Goff joined Hampshire Equity Partners, a middle-market buyout firm where he spent over eight years sourcing, executing, and managing private equity investments. Mr. Goff began his career in the investment banking division of Furman Selz LLC. Mr. Goff earned a BS in finance at Boston College.

Dan Townsend
Managing Director
TOP TIER CAPITAL PARTNERS


Dan Townsend
Managing Director, TOP TIER CAPITAL PARTNERS

Dan is a Top Tier managing director who leads Top Tier Capital Partner’s secondary and co-investment efforts.  Before joining the Top Tier team in 2007, Dan spent nine years investing private equity money at GE Asset Management for the company’s US pension trust and external institutional clients.  While at GEAM, he was responsible for building out a $500+ million portfolio of both limited partnership investments and co-investments.  Dan moved to GEAM after a successful eight year operating career in three different divisions of the company: General Electric Lighting Systems; National Broadcasting Company; and GE Trading Company.   Dan has a B.S. in Mechanical Engineering from Clemson University and an M.B.A. from Columbia Business School.

Marc O. Mayer
Founding Partner & Chief Executive Officer
ALIGNMENT FINANCIAL


Marc O. Mayer
Founding Partner & Chief Executive Officer, ALIGNMENT FINANCIAL

Marc Mayer is a partner and the CEO of Alignment Financial Services LLC, a new, cooperatively structured institutional asset management firm committed to changing the industry for the good of investors. Previously, Mr. Mayer was the CEO of GMO LLC (Grantham, Mayo, Van Otterloo & Co. LLC), a $100 billion in assets global investment manager, from 2009-2011. He served on GMO’s board of directors. Mr. Mayer spent the prior 20 years at Sanford C. Bernstein & Co., Inc. and its successor firm, AllianceBernstein L.P. He served in a variety of capacities - as the Chief Investment Officer of their asset allocation strategies, and prior to that as the Chairman of AllianceBernstein Investments, its global retail investment services division, and was the President and director of the AllianceBernstein mutual funds. He headed the global institutional investment services division, and before that he was the President — Bernstein Institutional Research Services and CEO — Sanford C. Bernstein & Co., LLC, the firm’s institutional research and brokerage subsidiary. He was a member of the Sanford C. Bernstein & Co., Inc. board of directors prior to that company’s combination with Alliance Capital in 2000. He was Bernstein’s Director of institutional research from 1992 to 1998.  He joined the firm in 1989 as a Senior Research Analyst covering the pharmaceuticals industry, for which he was recognized as an Institutional Investor All Star. Mr. Mayer received his BA in Philosophy from Yale University and an MBA from Columbia University.

Eric Albertson
Investment Director
SL CAPITAL PARTNERS (US) LIMITED


Eric Albertson
Investment Director, SL CAPITAL PARTNERS (US) LIMITED

Eric Albertson, Investment Director at SL Capital Partners.  Responsible for origination, screening, evaluation, negotiation, monitoring and disposition of private equity investments. Prior to joining SL Capital Partners in April 2008, Eric was a Director at Bank of America Capital Advisors LLC (2001-2008). He was the CFO of the Edgewater Private Equity Funds (2000-2001) and a Senior Associate at PricewaterhouseCoopers LLP (1997-2000). Eric is a CPA, a CFA charterholder, a member of the CFA Institute, and is a member of The Boston Security Analysts Society, Inc.  He has a BS in Business from Indiana University   and an MBA from The University of Chicago Graduate School of Business.

Brian Mankwitz
Managing Director
MANTUCKET CAPITAL


Brian Mankwitz
Managing Director, MANTUCKET CAPITAL

Brian Mankwitz is a Managing Director at Mantucket Capital, where he leads the investment efforts. Prior to joining Mantucket Capital in early 2008, Mr. Mankwitz was an investment banker at St. Charles Capital, a middle-market investment bank focused on mergers and acquisitions, private capital formation, and related advisory services.  Previously, Mr. Mankwitz led private equity investments for Mankwitz Kurtz Investments, a family office private equity investment firm and independent sponsor.  Mr. Mankwitz is actively involved and holds director positions in multiple Mantucket portfolio companies and community organizations. Mr. Mankwitz received a master's in accounting and finance from the London School of Economics with honors, and graduated magna cum laude from Vanderbilt University.

Gijs F.J. van Thiel
Co-Founder & Managing Partner
747 CAPITAL


Gijs F.J. van Thiel
Co-Founder & Managing Partner, 747 CAPITAL

Gijs is the co-founder of 747 Capital and a Managing Partner of the firm. He is responsible for new product development and is actively involved in the portfolio management, due diligence and manager selection process. Gijs has been active in private equity since 1997. Prior to 747 Capital, Gijs was founder and General Partner of Triad Media Ventures, a $50 million venture capital fund that made direct investments in US companies. In addition, he was Director of Financial Services for Icon International, a member of Omnicom Group. He started his career at the Netherlands Foreign Investment Agency, a diplomatic function, in New York in 1993.

Leigh J. Randall
Co-founder & Managing Director
TOPSPIN PARTNERS LBO, LP


Leigh J. Randall
Co-founder & Managing Director , TOPSPIN PARTNERS LBO, LP

Leigh J. Randall is a co-founder and managing director of Topspin Partners LBO, LP.  He currently serves on the Board of Directors of several Topspin portfolio companies including New Whey Nutrition, Hart Systems, 2-20 Records Management, Stagnito Media, Brighter Dental Care, GHS Security and PulseVet.   He also serves as the Finance Chair on the Board of Directors of the Mamaroneck Schools Foundation. Prior to joining Topspin, Mr. Randall was CFO of Stonewater Spas, a private equity-backed consolidator of day spas nationwide.  Prior to that, he was executive vice president of Small World Media, a New York-based software developer financed by a variety of venture capital firms including Chase Capital Partners and Flatiron Partners.  Mr. Randall also worked at McKinsey & Co. as a strategy consultant and at Cravath, Swaine & Moore as a corporate attorney.  Mr. Randall received his AB from Duke University and his JD from Harvard Law School, where he served on the Harvard Law Review.

Brian Brennan
Managing Director, Deputy General Counsel
PINEBRIDGE INVESTMENTS


Brian Brennan
Managing Director, Deputy General Counsel, PINEBRIDGE INVESTMENTS

Mr. Brennan joined the Legal Department of PineBridge Investments in March 2007 as an Assistant General Counsel and Vice President. Mr. Brennan primarily supports the PineBridge Investments Private Funds Group and the Structured Capital team in fund of fund, investments, secondary investments and co-lead direct equity investments as well as in connection with structured equity investments. Mr. Brennan has been responsible for the fundraising efforts of multiple commingled investment vehicles and also for the establishment of multiple separately managed accounts. Additionally, he provides legal advice and expertise on several aspects of PineBridge Investments’ business, including special projects and compensation issues on a global basis for the investment professionals within its Alternative Investments group. Mr. Brennan also provides legal support to PineBridge Investments in connection with its strategic investment activities and joint venture projects in developed markets as well as its hedge fund seeding joint venture. Prior to joining PineBridge Investments, Mr. Brennan was an Associate at Paul, Hastings LLP in New York, focusing on private equity, mergers and acquisitions, securities offerings and fund formation. Mr. Brennan earned a B.A. from Manhattan College, Phi Beta Kappa, Summa Cum Laude where he played Division I soccer and a J.D. from Quinnipiac University School of Law, Cum Laude.

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