Wharton Private Equity & Venture Capital Conference

Fuel for Growth and Innovation in the Recovering Global Economy

Friday, January 31, 2014 - Hyatt at the Bellevue Philadelphia

Panels

Sourcing: The Art of Woo: Creating A Value Proposition Beyond Currency

Sourcing new investment opportunities remains a key concern of Limited Partners investing in private equity. At the same time, sourcing continues to grow more difficult for firms as the private equity landscape becomes saturated, and as firms look to differentiate themselves in a commodity environment. The speakers will discuss how a proactive origination strategy can drive consistently higher returns, as a result of a greater number of proprietary deals and higher relevance of incoming investment opportunities. Further, the panel will discuss various non-monetary solutions to help firms win more deals.

Panelists:

John R. Buck - Managing Director, Versa Capital Management, LLC
John R. Buck

John R. Buck

Managing Director
Versa Capital Management, LLC

Mr. Buck is a Managing Director at Versa Capital Management, a Philadelphia-based private equity firm with $1.2 billion of assets under management focused on executing a special situation control-oriented investment strategy. Mr. Buck is responsible for originating investment opportunities and secondary debt trades, and arranging loans to support Versa’s investments. He is a director of Civitas Media LLC, a community newspaper chain concentrated in Ohio and North Carolina.

Prior to joining Versa in 2006, Mr. Buck was Vice President at Cerberus Capital Management, where he led middle-market deal origination efforts, and supported the underwriting of numerous investments in a diverse set of industries. He was a co-founder of TenX Capital, a partnership that focused on control investments in underperforming technology, telecommunications, and business services companies.

Mr. Buck is a graduate of the University of Pennsylvania and the Fox Graduate School of Business. He is actively involved with the Turnaround Management Association (TMA), Association for Corporate Growth (ACG), and Commercial Finance Association (CFA), and is a board member of the Philadelphia Chapter of the TMA and member of the CFA Advocacy Committee. Mr. Buck has participated on numerous panels addressing topics on distressed investing, turnarounds, and credit markets on behalf of TMA, CFA, ACG, the Wharton School of Business, and the American Bankruptcy Institute.

Jay C. Jester - Managing Director, Audax Group
Jay C. Jester

Jay C. Jester

Managing Director
Audax Group

Audax Group, founded in 1999, is a leading investor in lower-middle market companies. With offices in Boston and New York, Audax has over $5 billion in assets under management in its Private Equity, Mezzanine, and Senior Debt funds.

Mr. Jester joined Audax Private Equity at its inception in 2000 and is one of the original senior investment professionals at the firm. In addition, he leads the firm’s marketing and business development efforts.

Prior to joining Audax, Mr. Jester was a General Partner with FCP Investors, Inc., a leading middle market private equity firm in Tampa, Florida. Mr. Jester also worked as an investment banker at Bowles Hollowell Conner & Company in Charlotte, North Carolina.

Jay received a B.A. from the University of North Carolina at Chapel Hill.

Rob Newbold - Managing Principal, Graham Partners
Rob Newbold

Rob Newbold

Managing Principal
Graham Partners

Rob joined Graham Partners in 1998 and serves as a Managing Principal of the firm. Rob, along with the other Managing Principals, shares responsibility for all major operational functions of the firm, including transaction sourcing, structuring, negotiating and divesting; working with portfolio companies; and handling relationships with limited partners.

Previously, Rob was a member of Investcorp’s Private Equity group. Prior to Investcorp, he worked in investment banking at Goldman, Sachs & Co.

Rob received his M.B.A. from the Wharton School at the University of Pennsylvania, where he was a Ford Fellow, first year co-valedictorian, and graduated as a Palmer Scholar. Rob earned his B.S. in Business Administration and his M.A. in Accounting with honors from the University of Texas. Rob is Chairman Emeritus of the Wharton Alumni Executive Board. He is also Co-Chairman and a former Co-President of Wharton Private Equity Partners.

Gretchen Perkins - Partner, Huron Capital Partners
Gretchen Perkins

Gretchen Perkins

Partner
Huron Capital Partners

Gretchen Perkins is responsible for managing Huron’s business development and investment sourcing activities, including outreach to deal professionals such as business brokers, investment banks, attorneys, accountants and consultants.

Gretchen has over 25 years’ experience in the finance and business development sectors serving a variety of capital market participants. Prior to joining Huron, Gretchen led the acquisition sourcing efforts at Long Point Capital, a middle market private equity fund. Gretchen also served as Vice President – Business Development for IRN, Inc., a market research firm, and has held senior business development positions at Fleet Capital Corporation and GE Capital Corporation, where she originated and structured senior debt packages for buyouts of middle-market companies. Gretchen is a member of the Association for Corporate Growth, Inc. (ACG) Global Board of Directors, a Director for the Detroit, Michigan Chapter of the ACG, the Co-Chair of the ACG’s Public Policy Committee, a Board Member for the Michigan Chapter of the International Women’s Insolvency & Restructuring Confederation, and a Mentor for the Women of Tomorrow organization which mentors at-risk high school girls.

Carmen J. Romano - Partner, Dechert (Moderator)
Carmen J. Romano

Carmen J. Romano

Partner
Dechert
(Moderator)

Carmen J. Romano, former chair of the corporate and securities group, represents private equity and strategic clients in mergers and acquisitions across a wide variety of industries, including health care, energy infrastructure, education, food and beverage, transportation, industrial, and consumer products.

Mr. Romano has been recognized for the past eight years as a leading lawyer for Corporate/M&A and Private Equity by Chambers USA, a referral guide to leading lawyers in the United States based on the opinions of their peers and clients. In addition, he has been recognized as a leading lawyer for M&A by Practical Law Company and has been recognized for his work in private equity, capital markets: high yield debt offerings and M&A by The Legal 500 (U.S.), and is also listed in The Best Lawyers in America.

Mr. Romano handles transactions on behalf of leading private equity sponsors such as One Equity Partners, Jefferies Capital Partners, Bruckmann, Rosser, Sherrill & Co., Leeds Equity Partners, and many of their portfolio companies. In addition, strategic buyers and sellers, including Select Medical Corporation, Bentley Systems and Berwind Group, call on Mr. Romano to represent them in a full range of transactions and corporate matters.


Search Funds: Entrepreneurship in Private Equity

Interested in entrepreneurial private equity? Conceived in 1984, the search fund is an investment vehicle in which investors financially support an entrepreneur’s efforts to locate, acquire, manage and grow a privately held company. Our panel of search fund investors and entrepreneurs will discuss the investment merits and entrepreneurial realities of the search fund model, which offers relatively inexperienced professionals with limited capital resources a quick path to managing a company in which they have a meaningful ownership position.

Panelists:

Coley Andrews - Founding Partner,Pacific Lake Partners
Coley Andrews

Coley Andrews

Founding Partner
Pacific Lake Partners

Coley Andrews is a founding partner of Pacific Lake Partners, a $35 million private equity fund focused on small cap buyouts exclusively through the search fund model. Search fund investing consists of providing search and acquisition capital to promising entrepreneurs who are recent graduates of top MBA programs. The entrepreneurs' intent is to acquire a small, established company with revenues of $10 million to $30 million and a history of profits and growth.  Since co-founding Pacific Lake, Mr. Andrews has invested in over 25 search funds. He is currently a director of Out of Home America and a board visitor at Vector Disease Control, Alphacredit, Yoforia, Yates & Associates, Arizona College and Raptor Technologies.

Mr. Andrews holds an MBA from Stanford’s Graduate School of Business and a BA from Dartmouth College. He and his wife Alisa along with their two boys live outside of Washington, DC.

Will Bressman - CEO, Rushmore Financial Services LLC
Will Bressman

Will Bressman

CEO
Rushmore Financial Services LLC

Will Bressman is the CEO of Rushmore Financial Services LLC (RIA in a Box / Lexington Compliance / RIA Roadshow) along with business partner, GJ King. King and Bressman raised a search fund, Rushmore Partners in 2010.

Will is a former manager of business development at LX.TV, a digital media content provider acquired by NBC Universal in 2008. Bressman joined the company at its founding and during its growth, Bressman helped broker distribution and content partnerships. Prior to LX.TV, Bressman worked on strategy and analytics projects at Good Morning America. During his tenure, Bressman was nominated for an Emmy Award.

Bressman holds an MBA from the Graduate School of Business at Stanford University and is a graduate of Harvard College magna cum laude with a degree in History. Will lives in Brooklyn, NY with his wife Lindsay and children Leo and Ruby.

Jeff Stevens - Founding Partner, Anacapa Partners
Jeff Stevens

Jeff Stevens

Founding Partner
Anacapa Partners

Jeff Stevens has 20 years of experience structuring, operating and investing in search fund companies. Jeff has managed three funded searches during the period from 1990-2005, each one culminating in the acquisition of a lower middle market company.

Prior to founding Anacapa Partners, Jeff was the CEO of three venture-backed buyouts – Balkin Cable Holdings (cable television system operator), Ancora Capital (mail presort), and Liberty Fitness (women’s fitness centers). Following these three buyouts, Jeff founded Deeelish! (manufacturer/retailer of ready-to-cook gourmet meals). In each of Jeff’s four ventures he has maintained responsibility for all aspects of sourcing acquisition/start-up opportunities, including identifying potential targets, industry analysis, company specific due diligence, and fundraising (debt and equity) to complete the transaction. Following the completion of each acquisition Jeff became the senior executive of the acquired company with direct reporting responsibility to a shareholder group and Board of Directors. Prior to beginning his entrepreneurial path Jeff was an Associate Consultant at Bain & Company. Jeff received his Bachelor of Arts and MBA from Stanford University, and remains actively involved in the Stanford community.

Jeff is a member of the Board of Directors of Advanced Network Solutions, Recruit Military, and Sage Data Security.

Jim Vesterman - CEO, Raptor Technologies
Jim Vesterman

Jim Vesterman

CEO
Raptor Technologies

Jim Vesterman is the CEO of Raptor Technologies, the nation’s leading visitor management software provider for K-12 schools. Prior to this role, Jim was the founder and Managing Director of Liberty Place Capital, the search fund used to acquire Raptor. Jim’s work experiences include roles in private equity, strategy consulting, and operations. Jim also served in the Special Operations teams of the United States Marine Corps where he was awarded the Navy and Marine Corps Achievement Medal as well as the Combat Action Ribbon. Jim received his undergraduate degree from Amherst College and his MBA from the Wharton School.

John Ondik - Founder, The Ondik Group (Moderator)
John Ondik

John Ondik

Founder
The Ondik Group
(Moderator)

A management consultant and senior executive, John founded The Ondik Group in 2003. Prior to starting his consulting practice, he was VP of Military Services for ARAMARK, where he led a new business venture focused on providing consulting, food and support services to the military. While at ARAMARK, he also served as VP, Business Development, responsible for client service, process improvement and knowledge-sharing activities across 8 business units with $7 billion in revenue. Previously, he was the National Director of Purchasing for KPMG and began his civilian career as a consulting manager with Arthur Andersen. A retired US Navy Supply Corps Reserve officer, he is DAWIA Level II Certified in Acquisition. John was also an Executive in Residence at The Science Center in Philadelphia, where for his efforts mentoring start-up companies and entrepreneurs, he was named 2004 Executive in Residence of the Year. He has been a judge and mentor in numerous business plan competitions, sits on several advisory boards, and teaches courses in strategic business planning and runs an entrepreneurs roundtable for the Wharton Small Business Development Center. John received his BS in Business Administration from Villanova University and his MBA from The Wharton School.


Distressed Investing: Today’s Leverage, Tomorrow’s Distressed Assets: Inside Look at the Future of Distressed Investing

Leverage levels and interest rates have quickly returned to pre-crisis levels, with many firms choosing to re-lever at these more attractive terms. Private Equity-owned companies, as well as public entities, are taking on ever-increasing levels of debt; however, continual forecasts of over-levered defaults in Europe and sectors in the US have not panned out as predicted. This panel will explore the industries, asset classes, and geographies that could be at the forefront of the next leverage crisis, with special emphasis on the coming three to five year investment horizon.

Panelists:

Jordan Katz - Managing Director, M&A, The Gores Group
Jordan Katz

Jordan Katz

Managing Director, M&A
The Gores Group

Mr. Katz is responsible for leading the execution and negotiation of certain Gores acquisitions and divestitures in the U.S., with a particular focus on the industrial sector. Prior to joining Gores, Mr. Katz was an Associate Director in the Financial Sponsors Group of UBS Warburg’s Los Angeles office, where he focused on providing coverage to private equity firms and originating new transaction ideas. Prior to UBS Warburg, Mr. Katz was a founding member of eVolution Global Partners, a venture capital firm established by Texas Pacific Group, Kleiner Perkins Caufield & Byers and Bain & Co. Mr. Katz began his career in 1996 at Colony Capital, an international private equity firm focused on real estate-related investments. Mr. Katz serves on the Board of Directors of Cosmo Specialty Fibers, and Sage Automotive. Previously, Mr. Katz was a Director for United Road Services. Mr. Katz earned a B.S. in Economics with a concentration in Finance from The Wharton School of the University of Pennsylvania.

Rohin Jain - Partner, Triton
Rohin Jain

Rohin Jain

Partner
Triton

Mr. Rohin Jain has been a Partner at Triton since 2008. Prior to that, he was a senior associate at Mistral Equity Partners and an associate at Trimaran Capital Partners. Mr Jain has both an MBA and a BSc in Economics from the Wharton School at the University of Pennsylvania.

David Simon - Partner, Littlejohn & Co.
David Simon

David Simon

Partner
Littlejohn & Co.

Mr. Simon became a partner of Littlejohn & Co. in January 2007 after having been with the firm since 2001. Prior to joining the firm, he was an associate with Fenway Partners, Inc., a private equity firm then focused on investments in branded consumer businesses with significant opportunities for growth. Previously, he was a member of the Financial Entrepreneurs Group of the investment banking department of Smith Barney, Inc. where he advised private equity firms and their portfolio companies. He received an M.B.A. from The Wharton School with honors in 2001 and a B.S. in Economics with a concentration in Finance from The Wharton School, magna cum laude in 1995.

Jonathan Stern - Managing Director, Investment Team, Fundamental Advisors LP
Jonathan Stern

Jonathan Stern

Director, Investment Team
Fundamental Advisors LP

Jonathan Stern is a Managing Director on the investment team at Fundamental Advisors LP, a leading alternative asset manager dedicated to the municipal markets. Mr. Stern focuses on distressed and special situation investment opportunities across a variety of subsectors including housing, healthcare, infrastructure, tribal gaming, and state & local governments. Additionally, he oversees the private equity platform’s market-driven opportunities portfolio. Mr. Stern graduated from Bucknell University with a B.A. in History.

Jonathan Marino - Senior Editor, The Deal (Moderator)
Jonathan Marino

Jonathan Marino

Senior Editor
The Deal
(Moderator)

Jonathan Marino is senior editor focusing on private equity. Prior to joining The Deal, Jon spent two and a half years leading peHUB.com, Thomson Reuters’ private equity and venture capital daily online publication. Before joining peHUB, he spent three years with M&A Journal, a SourceMedia publication covering investing and banking.

Jon has spent 10 years in journalism, covering government and politics in Washington D.C. for GovExec.com, The Washington Examiner, the New York Times and Los Angeles Times.


Middle Market: Succeeding in an Increasingly Crowded Environment: Strategies for Middle-Market Private Equity

Buoyed by eager debt markets and near-record dry powder ready for use, middle market private equity firms are ready to make deals. In an increasingly competitive environment, what strategies can PE firms take to differentiate themselves as they source, fund and manage deals? Which industries and geographies are particularly compelling sources of quality assets? What trends will shape the middle-market deal-making landscape? Join our panel of leading middle-market private equity investors as they share their insights on the opportunities and challenges facing dealmakers.

Panelists:

Jay Hegenbart - Managing Director, Harvest Partners
Jay Hegenbart

Jay Hegenbart

Managing Director
Harvest Partners

Jay Hegenbart joined Harvest in 2009. Prior to joining Harvest he was a Managing Director at CIBC World Markets and Oppenheimer & Co. where he spent over 15 years providing debt and investing equity in leveraged buyout transactions primarily in the industrial services and consumer industries. Before joining CIBC World Markets, Jay was an Associate at The Argosy Group L.P. Earlier Jay held positions at Prudential Securities and Price Waterhouse. He has a B.S. in Business Administration from Georgetown University. Jay serves on the Board of Bartlett Holdings.

Matthew Levine - Managing Director, American Securities
Matthew Levine Roy

Matthew Levine

Managing Director
American Securities

Mr. Levine joined American Securities in 1999 and is a managing director in the investment development group. Mr. Levine’s private equity experience spans the industrial, consumer and particularly the restaurant segments where he has built expertise in restaurant franchising and expansion strategy having worked on both the El Pollo Loco and Potbelly Sandwich Works transactions. Previously he was with Salomon Smith Barney, where he worked in the Financial Entrepreneurs Group, focusing on leveraged buyouts and recapitalizations. Mr. Levine is a director of FiberMark, Global Tel*Link, Potbelly Sandwich Works and The United Distribution Group.

Tariq Osman - Managing Director, Castle Harlan
Tariq Osman

Tariq Osman

Managing Director
Castle Harlan

Tariq Osman is Managing Director of Castle Harlan. Prior to joining Castle Harlan, Mr. Osman worked with Castle Harlan’s Australian affiliate, CHAMP Private Equity, where he focused on private equity transactions across a wide range of industries. Previously, he worked at McKinsey & Company as a management consultant. In this role he advised clients in the oil and gas, mining, construction and telecommunications sectors on strategy and operational improvements. Mr. Osman holds a M.B.A. from the Wharton Graduate School of Business, Masters of Engineering from the University of Adelaide and a Masters of Applied Finance from Macquarie University. He is a former director of International Energy Services and of the Blue Star Group. He is currently a director of Shelf Drilling and Caribbean Restaurants.

Jason Pike - Principal, Charlesbank
Jason Pike

Jason Pike

Principal
Charlesbank

Jason joined Charlesbank in 2012. He was previously a principal at Eos Partners, a middle-market private equity firm where he focused on investments across a range of industries, including consumer and business services. Prior to that, Jason worked at Citigroup within the Citi Cards division, at Generation Partners, a lower middle-market private equity firm, and at Goldman Sachs.

He graduated summa cum laude from the Wharton School at the University of Pennsylvania with a BS in economics. Jason also received his MBA from Wharton, graduating as a Palmer Scholar.

Noah Roy - Managing Partner, Greenbriar Equity Group
Noah Roy

Noah Roy

Managing Partner
Greenbriar Equity Group

Mr. Roy is a Managing Partner of Greenbriar Equity Group LLC. He joined Greenbriar in 2008 from Goldman, Sachs & Co. where he was a Managing Director and head of aerospace and defense investment banking. Prior to joining Goldman Sachs, Mr. Roy worked at Rothschild Inc., focusing on merger and restructuring activities in the aviation and transportation sectors, and as an analyst at Merrill Lynch & Co. He graduated Magna Cum Laude with a B.S. from Georgetown University.

Mark E. Thierfelder - Partner, Dechert (Moderator)
Mark E. Thierfelder

Mark E. Thierfelder

Partner
Dechert
(Moderator)

Mark E. Thierfelder, chair of Dechert LLP’s New York corporate and securities group and a member of the Firm’s Policy Committee, concentrates his practice on private equity transactions and domestic and international mergers and acquisitions throughout the U.S., Europe, and Canada. In particular, Mr. Thierfelder represents leading private equity funds and their portfolio companies in a full range of corporate transactions, including mergers and acquisitions, recapitalizations, leveraged financings, restructurings, and reorganizations. In addition, he represents public and private companies in strategic transactions, and has significant experience representing banks and other institutional lenders in leveraged financings and restructurings.

Mr. Thierfelder is consistently recognized as a leading Corporate/M&A lawyer in New York by legal directory Chambers USA.  He has also been listed as a top private equity and mergers and acquisitions lawyer for the past seven years by The Legal 500 (U.S.) and has been selected as a leading lawyer for both M&A and private equity in the IFLR 1000. In addition, he has been featured in various media outlets, including CNBC, The Deal Pipeline, Mergers & Acquisitions magazine, Investment Dealers’ Digest, Law360 and Private Equity Online, among others.


Emerging Markets: Is BRIC Still the Future of Emerging Markets Private Equity?

BRIC (Brazil, Russia, India and China) nations, long lauded as bright spots on the global private equity map, have not been immune to the fallout of the global financial crisis, with slowed growth and difficult exit conditions leading to mixed success for private equity investors. Our panelists will discuss their perspectives on the outlook for investing in BRIC and whether these countries will continue to dominate emerging markets private equity, as well as examine what it takes to successfully invest in emerging markets in today’s evolving global economy.

Panelists:

Ivan Amaral - Investment Professional, Victoria Capital Partners
Ivan Amaral

Ivan Amaral

Investment Professional
Victoria Capital Partners

Ivan Amaral is an Investment Professional at Victoria Capital Partners (formerly DLJ SAP) since September 2007 and CFO at Damásio Educacional S.A., a leading Brazilian education company, since January 2012. Prior to the current positions, Ivan was CFO and COO at Brazil Trade Shows (“BTS”), a trade shows organizer. BTS was a Victoria portfolio company, before being acquired by Informa Group plc in June 2011. After the acquisition, Ivan became CFO at Informa Group Latin America, leading the integration of BTS into Informa. Between 2002 and 2007, Ivan was a senior associate at HVS International and was involved in consultancy assignments in Brazil, Paraguay, Angola, United Kingdom, France, Switzerland, Germany, Belgium, Portugal, Jordan and Turkey. Ivan holds a Tourism Management Degree from the University of São Paulo.

Denis Kalenja - Managing Partner, Montague Capital Partners
Denis Kalenja

Denis Kalenja

Managing Partner
Montague Capital Partners

Mr. Kalenja is the Managing Partner of Montague Capital LP, an investment fund focused in creating absolute returns through Long/Short, Risk Arbitrage strategies, while offering its Limited Partners the opportunity of discretionary allocations in Venture Capital investments. He has 15 years of experience in alternative investments, with a strong record in private equity domestically and overseas.

Montague’s portfolio is primarily concentrated in highly liquid strategies, benefiting from a thorough PE style diligence. Mr. Kalenja currently sits on the Boards of two portfolio companies: IQ Max, Inc and Integro Earth Fuels, Inc; Montague is also an early investor in Organovo, Inc (ONVO); AdChina Ltd; Labstyle (DRIO) and SleepSafeDrivers Inc.

Mr. Kalenja was the CEO of Albinvest, Albania’s government agency in charge of Foreign Investment, Exports and Small Medium Enterprises. At Albinvest, he directed multiple programs with international donors such as EU and UNDP. While presiding over the rapid growth at Albinvest, he led Albania’s national image promotion campaign and restructured three government agencies. He also served as a member of the Board of Trustees at the National Albanian American Council in Washington, DC.

He earned an MBA in Finance from the Wharton School, University of Pennsylvania and a BS with honors in Applied Economics and Business Management from Cornell University.

Thomaz Malavazzi - Investment Officer, Tarpon Investimentos
Thomaz Malavazzi

Thomaz Malavazzi

Investment Officer
Tarpon Investimentos

Thomaz joined Tarpon in 2009 and is currently an Investment Officer leading the initiatives of Tarpon’s New York office. Prior to joining Tarpon, he was a strategist at HSBC Investments, in São Paulo, an associate at the Principal Investments desk at Merrill Lynch NY, and also an auditor at PricewaterhouseCoopers. Thomaz majored in Economics at Fundação Armando Álvares Penteado (FAAP), in São Paulo, and holds an MBA from The University of Chicago.

Sumeet Narang - Founder and Managing Director, Samara Capital
Sumeet Narang

Sumeet Narang

Founder and Managing Director
Samara Capital

Prior to founding Samara Capital in late 2006, Sumeet briefly worked at Goldman Sachs, NY in their Proprietary Investments Group. During 2001-04, he worked with Citigroup India across various functions based out of Delhi and Hyderabad. He also has worked with the Fiat group in Italy and India.

Sumeet earned a Masters in Business Administration from the Harvard Business School, where he graduated as a Baker Scholar and John Loeb fellow. He also earned a Masters in Business from Indian Institute of Management, Lucknow (IIM), where he was an Aditya Birla Scholar and a B.E. in Mechanical Engineering from Indian Institute of Technology (IIT), Roorkee, where he received a “University Blue” for outstanding contribution to University Squash team, of which he was the captain.

Lionel de Saint-Exupery - President and Chief Executive Officer, CDIB Capital International Corporation
Lionel de Saint-Exupery

Lionel de Saint-Exupery

President and Chief Executive Officer
CDIB Capital International Corporation

Lionel is the President and Chief Executive Officer of CDIB Capital International Corporation which he co-founded in 2006. Prior to CDIB Capital, Lionel was as a senior banker in the investment banking division of Lehman Brothers based in New York and London. During his investment banking career, Lionel worked on more than US$45 billion of public and private transactions in M&A as well as Equity and Debt Capital Markets. His experience spans across a broad range of industries such as Consumer, Media, Technology, Financial Services and Industrial throughout North America, Europe and Asia. During those years, he advised leading private equity firms across a variety of leveraged buyout, trade sale and IPO transactions. Prior to Lehman Brothers, Lionel was a member of the Global M&A practice of Booz-Allen & Hamilton in Europe.

Lionel is a Director of TouchMedia International, Tikona Digital Networks, Ecofin Fund Management Limited, Origo Partners PLC, Cube Capital and SE Properties Limited. Lionel holds an MBA with Distinctions from the University of Pennsylvania’s Wharton School of Business and a BS in Finance & Entrepreneurship from France’s HEC School of Management.

Martyn Curragh - US Transaction Services & Global Private Equity Leader, PwC (Moderator)
Martyn Curragh

Martyn Curragh

US Transaction Services & Global Private Equity Leader
PwC
(Moderator)

Martyn is the Leader of PwC’s US Transaction Services Practice and also the Firm’s Global Private Equity Leader. The Transaction Services Practice is comprised of over 1,000 experienced professionals who advise clients throughout the entire lifecycle of a transaction, providing due diligence for M&A transactions, along with advice on accounting and financial reporting and valuation, M&A strategy and integration, capital raising, restructuring and divestiture options. In his role as Global Private Equity Leader, Martyn is responsible for developing strategy and leading PWC’s Private Equity Sector Team in delivering Private Equity clients with a global investment focus, a single point of access to assist them at every level of their business: managing funds, portfolio company performance, and transaction diligence.

During his tenure with PwC, Martyn has distinguished himself as a seasoned deal expert with extensive experience in global and cross border deals, having served numerous Private Equity and Corporate clients resident in both the US and Europe. Over the course of his career, he has been involved in transactions aggregating over $30 billion across a diverse group of industry sectors including media and publishing, consumer products and retail, industrial products, pharmaceuticals, and aerospace and defense contracting. Martyn has provided a broad range of mergers and acquisitions related services to clients including industry/market assessments, buy side due diligence, divestiture services, accounting and tax structuring and post merger integration.

Martyn has been with PwC for 20 years, working in both the UK and US. He joined the US Transaction Services group in the New York office in 1998, relocating from Northern Ireland. Martyn is also a Fellow of the Institute of Chartered Accountants in Ireland and received his undergraduate degree in Economics from the Queen's University of Belfast, Northern Ireland.


Early Stage Venture Capital Investing: Bridging the Gap: From Friends & Family to Series A

The world of seed and early-stage VC has undergone some exciting changes over the past few years, between the rise of startup accelerators, crowd-funding, the JOBS Act, Super Angels and more. This panel will explore how these emerging trends are impacting early-stage investments and how it will continue to evolve. Furthermore, we'll hear from several prominent venture capitalists on their investments strategies and, particularly, how they approach sourcing and evaluating seed and early-stage investments relative to later-stage deals.

Brian Hirsch - Co-Founder, Tribeca Venture Partners
Brian Hirsch

Brian Hirsch

Co-Founder
Tribeca Venture Partners

Brian is a co-founder of Tribeca Venture Partners. Prior to starting Tribeca Venture Partners, Brian was a founder and Managing Director of GSA Venture Partners, formerly the venture arm of Greenhill & Co (NYSE: GHL). Prior to GSAVP, Brian was a Principal at Sterling Venture Partners and a Vice President at ABN AMRO Private Equity.

Brian is currently a board member or responsible for the investments in Coinsetter, CommonBond, CrowdTap, Flat World Knowledge, FTRANS, HomeSphere, Just Sing It, Lendio, Mobile Commons, Pontiflex, RealDirect, ShopKeep, Spanfeller Media Group, Truveris and Vook.

Brian serves on the Board of Directors of the New York Venture Capital Association (NYVCA) where he founded the Ingenuity Conference, one of NY’s largest annual venture events. He is also a co-founder and Organizer of the NYC Turing Fellows Program. Brian has a BA in economics and American studies from Brandeis University.

Gaurav Jain - Principal, Founder Collective
Gaurav Jain

Gaurav Jain

Principal
Founder Collective

Gaurav is part of the investment team at Founder Collective and makes seed-stage investments in disruptive companies. FC has invested in companies such as Uber, BuzzFeed and MakerBot.

Prior to FC, Gaurav product managed Android and was instrumental in making it the #1 smartphone platform. Gaurav was recognized with the Founders Award, highest employee achievement award at Google, for his significant contribution to the growth and success of the Android platform. Gaurav was also the founding Product Manager for Google+ for Enterprise. Gaurav helped build the product from the ground up, contributing to key insights and product execution.

Prior to Google, Gaurav co-founded Polar Mobile. Under Gaurav’s leadership, Polar closed deals with publishers such as TIME Inc., ran successful ad campaigns for brands such as Pepsi, and closed multiple rounds of venture funding. Gaurav helped take the company from an idea to 30 employees in less than two years. Polar Mobile today powers 1,200 smartphone apps serving over 18 million users globally and has raised over $9 million in equity financing.

Gaurav’s other work experiences span 3 continents in various technology-related roles.

Gaurav received a Bachelor’s in Software Engineering (with distinction) from the University of Waterloo and MBA from Harvard Business School.

Jalak Jobanputra - Founder, FuturePerfect Ventures
Jalak Jobanputra

Jalak Jobanputra

Founder
FuturePerfect Ventures

Jalak Jobanputra is Founder of FuturePerfect Ventures, an early stage venture capital fund in NYC. She has over 20 years experience in venture capital, media and technology. Previously, Jalak was the Director of Mobile Investments at Omidyar Network and Senior Vice President at the New York City Investment Fund (NYCIF) where she spearheaded the formation of NYCSeed in 2008 and worked with the Bloomberg administration on tech initiatives. Prior to NYCIF, she was a Principal at New Venture Partners and invested for Intel Capital in Silicon Valley. Jalak began her career in media, telecom and tech investment banking at Lehman and Broadview in NYC and London, was on the launch team of a financial information startup in 1997, and is a magna cum laude graduate of the University of Pennsylvania with an MBA from the Kellogg School of Management.

Rebecca Kaden - Principal, Maveron
Rebecca Kaden

Rebecca Kaden

Principal
Maveron

Born and raised in New York City, Rebecca began working at Maveron in 2011 while earning her MBA at Stanford’s Graduate School of Business. Prior to attending GSB, Rebecca was a journalist, writing for publications such as Conde Nast Traveler, The Economist, and Narrative, an online literary platform dedicated to bringing great literature into the digital age, where she was Special Projects Editor, focusing on driving revenue and scaling the user base as well as flexing her editorial muscle.

At Maveron, Rebecca focuses on finding and partnering with great entrepreneurs that are building big, lasting consumer brands. She is fascinated by how the offline and online worlds are colliding in the consumer category. Her investing interests range from ecommerce and marketplaces to connected devices and mobile apps to the intersection of content and commerce. Rebecca earned her AB with honors in English and American Literature and Language at Harvard in 2008. Her passions include Russian literature (especially Vladimir Nabokov), tennis, traveling, and skiing. She lives in San Francisco.

David Tisch - Founder and Managing Partner, BoxGroup
David Tisch

David Tisch

Founder and Managing Partner
BoxGroup

David is the Managing Partner of BoxGroup, a New York City based seed-stage angel capital firm. David is also the Co-Founder of TechStars NYC, where he previously served as Managing Director. BoxGroup is an investor in over 130 seed stage technology companies including Vine, Fab.com, GroupMe, Boxee, DataMinr, Behance, Handybook and more.

David was named to NYC Mayor Bloomberg’s Advisory Council on Technology and serves on the Investor Board of Venture for America. He is an EIR for Wharton’s Entrepreneurship Program and on the Entrepreneurship Board at NYU. Prior to joining TechStars, David served as Executive Vice President of Interactive Strategies at kgb, a global information services company. While at kgb, David founded and lead Knowmore.com, a social aggregation startup within kgb.

David has a B.A. in American History from the University of Pennsylvania and a J.D. from New York University School of Law. David was born and raised outside of NYC in Westchester. David likes wearing hoodies and over using ellipses…

Stephen M. Sammut - Senior Fellow and Lecturer, Health Care Management, The Wharton School, University of Pennsylvania / Venture Partner, Burrill & Company (Moderator)
Stephen M. Sammut

Stephen M. Sammut

Senior Fellow and Lecturer, Health Care Management
The Wharton School, University of Pennsylvania
Venture Partner
Burrill & Company
(Moderator)

Steve has a career that is both commercial and academic. Outside of Wharton, Steve is Venture Partner, Burrill & Company, a venture capital fund focused on the life sciences and health care. His role at Burrill & Company is development of overseas venture capital funds; these have included funds in East Asia, South East Asia and Brazil.

During his private sector career, Steve has been involved in the creation or funding of nearly 40 biotechnology and information technology companies globally. He is on numerous Boards of Directors and Advisory Boards.

Academically, Steve is an active instructor and investigator. During his 22 years on the Wharton faculty, he has created or taught ten courses that he has taught to over 8000 students. These courses include Private Equity in Emerging Markets, Venture Capital, International Healthcare Systems, Healthcare Entrepreneurship and the Role of the Private Sector in Global Health. His research and publications focus on human resource capacity building for the life-science and health services industries in low to middle income countries.

Steve is the founder of the International Institute for Biotechnology Entrepreneurship and Leadership, an organization that offers intensive training for managers and scientists in the formation and launch of life-science companies. He also created the first health care management MBA programs in India and on the African continent and is the founder of the African Institute for Healthcare Management.

Steve is also an active consultant to the World Bank and the IFC, working on projects in private equity, technology transfer, bioethics, health care human resource development, and venture capital in China.

Steve previously held the positions of Partner and Managing Director, Access Partners, Vice President of Development of Teleflex Incorporated and Vice President, S.R.One, Ltd., GlaxoSmithKline’s venture fund. During his career he was Managing Director of the Center for Technology Transfer at the University of Pennsylvania, and held a similar position at Thomas Jefferson University. At the start of his career, Mr. Sammut co-founded and served as CEO of the Delaware Valley Organ Transplant Program. He holds advanced degrees from Villanova University and the Wharton School of the University of Pennsylvania.


Leveraged Buyouts: Differentiation, Specialization, and Winning Strategies in the Global LBO Market

Despite the mature nature of the global private equity industry and the competitiveness of both the deal environment and fundraising, the leveraged buyout community continues to deliver exceptional risk adjusted returns compared to other asset classes. Our panelists will discuss the strategies their firms have employed to generate competitive returns and differentiate themselves during fundraising. The speakers will also discuss their thoughts on the industries and geographies that are most interesting to their firms today and where they expect to find value in the future.

David Humphrey - Managing Director, Bain Capital
David Humphrey

David Humphrey

Managing Director
Bain Capital

David Humphrey is a Managing Director of Bain Capital where he focuses on the technology, media, and telecom industries. Mr. Humphrey joined Bain Capital in 2001. Prior to joining Bain Capital, Mr. Humphrey was an investment banker in Lehman Brothers’ mergers & acquisitions group. Mr. Humphrey received an MBA from Harvard Business School where he was a Baker Scholar and a Henry Ford II Scholar. He graduated cum laude with an AB in economics from Harvard College.

Adam Karol - Director, Silver Lake
Adam Karol

Adam Karol

Director
Silver Lake

Adam Karol joined Silver Lake in 2009 and is a Director. Prior to joining Silver Lake, Mr. Karol worked at Silver Point Capital, L.P., where his investment focus included private equity, distressed debt financings, and direct lending. Previously, Mr. Karol worked at Thomas H. Lee Partners, L.P., where he was involved with large-scale private equity investments across a wide range of industries. Prior to that, Mr. Karol worked as an investment banker at Goldman, Sachs & Co., where he focused on the technology industry. Mr. Karol received a B.S. in Finance and Management Information Systems from the Wallace E. Carroll School of Management of Boston College, where he graduated first in his class, summa cum laude, and was elected to Beta Gamma Sigma. Mr. Karol also received an M.B.A. from The Wharton School of the University of Pennsylvania.

Eric Leathers - Managing Director, TPG
Eric Leathers

Eric Leathers

Managing Director
TPG

Mr. Leathers is a Managing Director with TPG’s North American Buyouts Group and is responsible for the firm’s investment efforts in the financial services sector. He has over 18 years of experience investing across the sector, including in the areas of insurance, asset management, specialty finance and depository institutions.

Previously a Managing Director with Pine Brook Road Partners, Eric shared responsibility for the management of the firm’s financial services investment activities.

Prior to joining Pine Brook, he was a Partner at Capital Z Financial Services Partners and was responsible for sourcing, evaluating and structuring investments and mergers and acquisitions within the financial services industry. Eric began his career in the investment banking division of Donaldson, Lufkin and Jenrette, where he specialized in mergers and acquisitions and corporate finance transactions for insurance, reinsurance, insurance brokerage and asset management companies.

Eric is currently a director of Prosight Specialty Insurance and has previously served as a director of Green Bank Corp, AloStar Bank of Commerce, Narragansett Bay Insurance, Aurigen Reinsurance Ltd, Universal American Corp., Permanent General Corp., SBJ Group, Ltd, USI Holdings and several smaller companies.

Kevin O’Brien - Managing Director, CCMP
Kevin O’Brien

Kevin O’Brien

Managing Director
CCMP

Kevin O’Brien is a Managing Director of CCMP and a member of the Firm’s Investment Committee. Mr. O'Brien focuses on making investments in the healthcare sector. In addition, Mr. O’Brien oversees the execution of debt capital markets transactions undertaken by the Firm. Prior to joining CCMP in 2000, Mr. O’Brien worked in the High Yield Capital Markets and Banking groups at Chase Securities and Chemical Securities. Previously, he was a member of the Leveraged Finance group at Bankers Trust. Prior to that, he was a Commissioned Officer in the U.S. Navy. Mr. O’Brien currently serves on the board of directors of Infogroup Inc., LHP Hospital Group, Inc., Medpace Holdings, Inc. and Octagon Credit Investors. Mr. O’Brien holds a B.A. from the University of Notre Dame and an M.B.A. from the Wharton School of the University of Pennsylvania.

Matthew Ross - Principal, Onex Partners
Matthew Ross

Matthew Ross

Principal
Onex Partners

Matthew is responsible for Onex' origination and due diligence efforts in the building products, retail and restaurant industries. Since joining Onex, Matthew has worked on the acquisitions of RSI Home Products, Tomkins plc and JELD-WEN Holding, Inc. Matthew serves on the board JELD-WEN Holding, inc. Prior to joining Onex, Matthew had five years of experience with the private equity funds of Brown Brothers Harriman & Co. and the North American buyouts group of DB Capital Partners, the former private equity division of Deutsche Bank AG. Matthew holds an M.B.A., Finance (with honours) from the Wharton School at University of Pennsylvania and a B.A. (Magna cum laude) from Amherst College.

Andrew R. Cristinzio - US Private Equity Leader, PwC (Moderator)
Andrew R. Cristinzio

Andrew R. Cristinzio

US Private Equity Leader
PwC
(Moderator)

Andrew is PwC’s US Private Equity leader. In his role, he oversees the national practice, delivering private equity clients a single point of access to assist them at every level of their business: managing funds, portfolio company performance, and transaction diligence. Additionally, Andrew is the Global Relationship Partner responsible for one of the Firm's top clients.

With more than 15 years of experience working with private equity clients, Andrew has led multinational teams in the evaluation of transactions in North America, South America, Europe and Asia. In addition, Andrew also helps clients address industry issues such as the changing regulatory environment, leveraged purchasing, anti-corruption, and sustainability. His industry expertise includes: aerospace and defense, retail and consumer products, telecom and media, industrial products, and technology.

Andrew received an M.S. in the Management of Technology from the University of Pennsylvania, an M.B.A. from Drexel University, and a B.S. in Business Administration from Millersville University. He is a Chartered Financial Analyst and Certified Public Accountant. Andrew is also an active member on the board of directors of Capital for Children and Charter Board Partners.


Limited Partner Perspectives: Managing Liquidity in Turbulent Markets

The seemingly unpredictable nature and timing of private equity cash flows, both the funding of investments through drawdowns as well as the distribution of returns, is particularly challenging to forecast for Limited Partners. The market turbulence and liquidity shocks of recent years has made it imperative that Limited Partners pay particular attention to liquidity and understand the cash flow characteristics of their investments. Join the Limited Partners Perspective panel of leading private equity investors as they share insights on managing liquidity in a turbulent market environment.

Panelists:

Michael Hacker - Managing Director, AlpInvest
Michael Hacker

Michael Hacker

Managing Director
AlpInvest

Michael Hacker is a Managing Director at AlpInvest Partners, where he is responsible for sourcing and evaluating secondary investment opportunities.

Prior to joining AlpInvest in 2007, Michael worked in the Private Funds Group of UBS Investment Bank where he played an active role in the development of the firm’s Secondary Advisory business and was responsible for providing secondary market advisory services to institutional private equity investors. At UBS, Michael was involved in the execution of over $4 billion of secondary transactions across more than 250 funds and direct private equity interests. Previously, he worked in the Leveraged Finance Group at CIBC World Markets where he focused on the structuring and execution of high yield, leveraged loan and mezzanine financings, primarily for financial sponsor related companies, as well as merchant banking investments.

Michael graduated cum laude from Williams College and received his MBA from the Wharton School of the University of Pennsylvania.

Christian Kallen - Vice President, Hamilton Lane
Christian Kallen

Christian Kallen

Vice President
Hamilton Lane

Christian is a Vice President at Hamilton Lane, where he is responsible for due diligence of primary fund opportunities. Prior to joining Hamilton Lane in 2010, Christian was an Associate Director with the Private Funds Group at UBS Investment Bank, where he was responsible for due diligence and project management of private equity fundraisings.

Previously, he was with CMP Capital Management-Partners GmbH, a private equity firm specializing in turnaround investments in German-speaking Europe.

Christian received an M.B.A from Columbia Business School and a Diploma in Economics from the University of Bonn.

Whit Matthews - Investment Director, SL Capital Partners
Whit Matthews

Whit Matthews

Investment Director
SL Capital Partners

Whit Matthews is an Investment Director with SL Capital Partners. SL Capital Partners is a global private equity fund of funds focused primarily on the European and North American buyout markets. The firm has raised more than $8 billion across a variety of pooled products and segregated mandates. Prior to joining SL Capital Partners, Whit was with the University of Pennsylvania’s Office of Investments where he focused on both private equity and absolute return strategies. He received his BA in Economics from the University of Pennsylvania and an MBA from the Villanova University School of Business. He holds the Chartered Alternative Investment Analyst (CAIA) designation.

Omar Stevens - Investment Officer, California Public Employees’ Retirement System (CalPERS)
Omar Stevens

Omar Stevens

Investment Officer
California Public Employees’ Retirement System (CalPERS)

Omar Stevens is an Investment Officer at the Private Equity Division of the California Public Employees’ Retirement System (CalPERS). CalPERS manages $42 billion of private equity assets and is one the largest private equity investors in the world. Omar is responsible for originating and evaluating co-investment opportunities and fund commitments. Prior to CalPERS, Omar was an Analyst at Lehman Brothers.

Omar received his B.S. in computer engineering from Columbia University and MBA from The Wharton School of the University of Pennsylvania.

Kevin J. Tunick - Vice President, Private Investments, UNC Management Company
Kevin J. Tunick

Kevin J. Tunick

Vice President, Private Investments
UNC Management Company

Mr. Tunick is Vice President for private investments for UNC Management Company, a professionally staffed asset management company that manages the $2.5 billion endowment for the University of North Carolina at Chapel Hill and affiliated institutions. In his role, Mr. Tunick oversees the private investments area within the UNC portfolio. This includes investments in private equity, venture capital, real estate, energy & natural resources, and distressed debt. He and his team are responsible for sourcing new investment opportunities, conducting due diligence on these potential investments, and for the monitoring of existing investments and their underlying companies.

Prior to joining UNCMC, Mr. Tunick was Manager of private equity at Harvard Management Company in Boston, MA, where he co-managed a $4.1 billion portfolio of alternative investment partnerships. Mr. Tunick was also Chief Investment Analyst of The Rockefeller Foundation in New York City, where he managed an $80 million short-term fixed income portfolio and a $3 million equity portfolio. Before the Rockefeller Foundation, Mr. Tunick was Manager of Partnership Fund Accounting at the Commodities Corporation USA in Princeton, NJ, as well as the controller at American Handling Equipment, Inc.

Mr. Tunick received a B.B.A. from the College of William and Mary in Williamsburg, VA and an M.B.A. from Pennsylvania State University in State College, PA.

Sebastien Burdel - Partner, Coller Capital (Moderator)
Sebastien Burdel

Sebastien Burdel

Partner
Coller Capital
(Moderator)

Sebastien is a Partner responsible for origination and execution in the US market.

Since joining Coller Capital in 2003, Sebastien has worked on all aspects of the secondary transaction process and has completed numerous direct and LP transactions. Sebastien has been part of the team responsible for investing Coller International Partners IV and V. Sebastien started off in Coller Capital's London office where he worked until early 2006, at which point he moved to New York where he has since contributed towards the firm's growing presence in the US market.

Before joining Coller Capital, Sebastien worked for General Electric as an Associate in the Corporate M&A group, and prior to that for GE Equity, General Electric's direct private equity group, where he focused on mid-market buyouts and co-investments.

Sebastien holds a BA (Hons) in Finance from Audencia – École Superieure de Commerce de Nantes in France, and an MBA (Hons) from the Wharton School of the University of Pennsylvania.


Late Stage Venture Capital Investing: The Next Five Years

Late Stage Venture Capital continues to be a leading industry that drives economic growth and furthers innovation. This panel will examine the outlook of the industry over the next five years by reviewing the competitive landscape, how it’s changed recently to address challenges in the overall economic environment, and how it will continue to evolve. We will take a look at the sector trends driving some of the latest investments, and evaluate the industries that leading Venture Capital firms will focus on in the coming years. The panelists will discuss their perspectives on what it has taken to be successful during the downturn and how they are re-positioning their investment teams and overall philosophies to drive continued performance in the future. Lastly, this panel will review the role of data in the investment process, the types of analysis that drive decisions, and how the importance of data in the deal process differs across fund size and stage.

Matt Blodgett - Partner, North Bridge
Matt Blodgett

Matt Blodgett

Partner
North Bridge

Matt Blodgett is a Partner at North Bridge Growth Equity and joined the firm in 2007. Matt develops investment partnerships with entrepreneurs and founders of rapidly growing technology and technology-enabled companies. His areas of interest include technology-enabled business services, digital manufacturing, digital media and advertising, e-commerce, logistics and software. He is actively involved with North Bridge's investments in Aeropost, BrightTALK, Leapfrog Online, Proto Labs (NYSE: PRLB) and Spil Games.

Before joining North Bridge, Matt was a Vice President at Alta Communications, a communications and media-focused private equity firm where he invested growth equity and completed management-led buyouts in companies in the digital media and information technology industries. He has also been an investment banker with Bear Stearns in New York, advising domestic and international media and technology corporate clients on complex mergers, joint ventures, equity offerings and debt financings.

Matt is a graduate of Yale University, earning a BA in Economics and a BA in Political Science while playing center on the Varsity Football team. He is a proud Minnesota native, an avid outdoorsman and freshwater fisherman, and a student of ancient Greek and Roman history.

Weston Gaddy - Principal, Bain Capital Ventures
Weston Gaddy

Weston Gaddy

Principal
Bain Capital Ventures

Weston joined Bain Capital Ventures in 2009, and he focuses on investments in early-stage companies and assists the portfolio operations group. Prior to joining Bain Capital Ventures, Weston worked as a strategy consultant for media, financial service, and consumer product clients at Bain & Company in New York. While in college, Weston worked with several start-ups, including Frogmetrics, a hand-held survey device company, and WisdomTree Funds.

Weston received a BS in Economics, cum laude, with concentrations in Finance and Management from The Wharton School and a BA in English from the University of Pennsylvania. While at the University of Pennsylvania, Weston was a part of the Wharton Leadership Program and the Undergraduate Assembly.

Outside of Venture investing, Weston’s passion is promoting environmental causes. Blending an interest in business and the environment, Weston was head of the “Green Team” at Bain & Company, worked as an operations manager for an industrial recycler after graduating college, and is part owner of the eco-friendly restaurant Freshii.

Ryan Hinkle - Managing Director, Insight Venture Partners
Ryan Hinkle

Ryan Hinkle

Managing Director
Insight Venture Partners

Ryan Hinkle joined Insight in 2003 and has worked across many industries, geographies and deal structures, spanning internet, e-commerce, infrastructure and application software companies in Europe, Australia and North America. Ryan's investments include growth equity, leverage buyouts, growth buyouts, and platform roll-ups.  Current investments include eCommerce companies (Hayneedle, Fanatics, Newegg, Ozsale), mobile solution companies (AdColony, Branding Brand), SaaS/applications software companies (ECi Solutions, Kony Solutions, Smartsheet) and education companies (Chegg, Pluralsight).  Ryan also works with Syncsort, a big data infrastructure company.

Ryan oversaw Insight’s investments and subsequent acquisitions of Argus Software (acquired by Altus Group Ltd), Football Fanatics (acquired by GSI Commerce, now eBay) and Punch! Software (acquired by Navarre Corporation). Ryan works closely with the executive management of his investments and has stepped in as deputy-CFO on several occasions to help the teams. Ryan is also a key manager of the Analyst program at Insight with responsibility for recruiting, training, and mentoring.

Prior to Insight, Ryan began his journey as a lifelong technology enthusiast by developing real-time electricity trading productivity tools with PPL Corporation. Ryan also worked with Morgan Stanley where he observed trader behavior and built software tools to increase their efficiency.

Ryan is a summa cum laude graduate of the University of Pennsylvania with degrees in Finance from Wharton and Electrical Engineering from the School of Engineering and Applied Science.

Cara Nakamura - Principal, The Princeton University Investment Company (PRINCO)

Cara Nakamura

Principal
The Princeton University Investment Company (PRINCO)

Cara Nakamura is a Principal at PRINCO, where she focuses on venture capital and buyout investments for Princeton University’s approximately $18 billion endowment.  Prior to joining PRINCO in 2005, Cara served as a Fulbright Scholar in Japan and as a research associate for the president of The Andrew W. Mellon Foundation.

Cara graduated from Princeton University, where she received an AB degree (with honors) in Economics and was awarded the Senior Thesis Prize in Economics.  Cara received her MBA from the Wharton School of the University of Pennsylvania.

Jason Trevisan - Partner, Polaris Partners
Jason Trevisan

Jason Trevisan

Partner
Polaris Partners

Jason Trevisan joined Polaris in 2003. Jason focuses on growth equity investments and buyout opportunities in Internet, technology and healthcare.

Prior to joining Polaris, Jason held various management roles in Analytics and Client Services at aQuantive (acquired by Microsoft in 2007). During his tenure at aQuantive, Jason managed client relationships in industries including ecommerce, media/entertainment, pharmaceuticals, financial services and consumer products. Prior to aQuantive, Jason was a consultant with Bain & Company. While at Bain he consulted to private equity firms and Fortune 500 companies in technology, media, financial services and consumer products.

Jason received his MBA with Distinction from the Tuck School of Business at Dartmouth, where he was recognized as an Edward Tuck Scholar. He graduated cum laude with an AB in English from Duke University.

Jackie Dew - Director, Highland Consumer Fund (Moderator)
Jackie Dew

Jackie Dew

Director
Highland Consumer Fund
(Moderator)

Jackie is a Director with the Highland Consumer Fund and specializes in retail and consumer services companies. She is actively involved in the Highland Consumer Fund’s interests in City Sports, DAVIDsTEA, Indochino, J.McLaughlin, Pharmaca andStriVectin.

Prior to joining Highland, Jackie worked at Monitor Clipper Partners (MCP) as an Operating Associate. During this time, she focused primarily on strategic and operating initiatives at MCP’s portfolio companies, spending most of her time with Medical Services Company (MSC). Jackie was asked to serve as a Director at MSC in a financial capacity where she focused on improving collections and operational efficiencies. She began her career as a consultant at the Monitor Group working mainly on projects in healthcare and organizational design. Jackie has always had an interest in the retail and consumer products space, working in various capacities at Design Within Reach, Staples and Zoots. Jackie received her B.A. in History and Political Science from Northwestern University and MBA from Harvard Business School.

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