John M. Toomey Jr. is the Chief Executive Officer (CEO) of HarbourVest Partners and has served in that capacity since October 1, 2024. He is based at the Firm’s headquarters in Boston.

Prior to his appointment as CEO, John served on the Executive Management Committee (EMC), which led the firm, since 2012. He joined the firm in 1997 as an Analyst in the Direct team and spent ten years as one of the leaders of the Secondary business before serving on Global Investment Committees for nearly a decade. He was also involved in the 2007 IPO of HarbourVest Global Private Equity on Euronext Amsterdam for which he served as the original Chief Financial Officer.

John is a member of the Firm’s Portfolio Construction Committee, Conflicts Committee, Sustainable Investing Council and DEI Council.

He received a BA (cum laude) in Chemistry and Physics from Harvard University in 1995 and an MBA from Harvard Business School in 2001, where he was awarded the Loeb Fellowship for outstanding achievement in finance.

David A. Breach is Vista’s President and Chief Operating Officer. He currently sits on Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction as well as the firm’s Private Equity Management and Vista’s Private Equity Funds’ Investment Committees. Mr. Breach is the Co-Chief Executive Officer of VistaOne, Vista’s evergreen private equity vehicle, and serves on the Investment Committee and Board of Directors. He also sits on the boards of Vista portfolio companies Jamf (NASDAQ: JAMF), Solera and Stats Perform.

Tricia Winton joined Bain Capital in 2020. She is a Partner and Head of ESG for the firm. Tricia has over 25 years of experience building effective and successful businesses, focusing on value creation, organization performance, and responsible operations.

Prior to joining Bain Capital, she worked at ArcLight Capital Partners for 12 years where she led ESG, Strategy, and Human Capital.  Previously, she advised public sector, private sector, and non-profits at McKinsey & Company and led client relationship management at Cambridge Associates.

Tricia earned an MBA from the Tuck School of Business Administration at Dartmouth College and a BA from Dartmouth College.  

Amyn is the Global Head of Private Equity Secondaries at Pantheon. In his role, Amyn also serves as a voting member of Pantheon’s Secondaries Investment Committee as well as its International Investment Committee.  Prior to joining Pantheon, Amyn was an Investment Partner and formerly the global Co-Head of Investment Execution at Coller Capital, where he worked for almost 17 years in both London and New York. Prior to joining Coller, he practiced corporate law, focusing on private equity transactions and fund structuring. Amyn holds a bachelor’s degree in Politics from Brandeis University and a JD from the Duke University School of Law.

Jamie Toothman joined Harvest in 2020. Prior to joining Harvest, she was a Senior Vice President at Oaktree Capital Management, L.P., where she focused on fund formation, governance and other legal matters for various investment strategies. Previously, Jamie worked in the corporate department of Gibson, Dunn & Crutcher LLP. She has a B.A. degree with honors from the University of Michigan and a J.D. cum laude from the University of Michigan Law School. She is admitted to the State Bars of California and Illinois.

Preston McKenzie is an Operating Partner at General Atlantic, providing strategic support to the firm’s investment teams and portfolio companies. Mr. McKenzie brings decades of experience in software sales, revenue leadership, and general management to support portfolio company excellence in the areas of sales optimization, client success, margin expansion, product strategy and operating best practices.

Prior to General Atlantic, Preston was a two-time CEO in the Vista Equity Partner portfolio (MicroEdge, Newscycle Solutions), and was a sales leader and divisional GM for what is now Thomson Reuters.

Courtney Hagen is a Managing Director and the Chief Talent Officer at Littlejohn, a private equity firm focused on middle market investments, where she works with deal teams and portfolio company leadership to ensure that the talent strategies of each portfolio company support the investment thesis and value creation plan. Previously, she was SVP of Human Resources for LVMH, working across brands and functions to create and execute strategic HR programs to support talent needs for LVMH and its portfolio of brands in North America. Before LVMH, Courtney led global executive talent acquisition for PepsiCo. Courtney joined PepsiCo from a career in executive search and management consulting, most recently with Russell Reynolds Associates. She started her career with management consulting firm Bridge Strategy Group/Renaissance Worldwide, where she led strategy consulting engagements for Fortune 1000 companies in the US, Europe and South Africa. Courtney holds a B.A. from Wellesley College and an M.B.A. from Columbia Business School. 

Albert Notini is a Managing Director and Lead of the Operating Partner Group at New Mountain Capital. From 2007 to 2011, Mr. Notini was the Chairman and Chief Executive Officer of New Mountain portfolio company Apptis, a provider of communications and information technology services to the U.S. Department of Defense and other federal agencies. Under his leadership, Apptis increased its revenue to over $1 billion and established a leadership position in cyber security and cloud computing before being purchased by a strategic buyer.

From 2004 to 2007, Mr. Notini was the President and Chief Operating Officer of Sonus Networks, Inc. (NASD: SONS), the leading provider of IP-voice infrastructure equipment to telecommunication companies. Under his leadership, Sonus expanded globally, diversified its product lines and created over $1 billion in market value. Prior to joining Sonus, Mr. Notini was the Chief Financial Officer of Manufacturers’ Services Ltd. (“MSL”) from 2000 to 2004, a NYSE-listed electronics manufacturing services and supply chain company. At MSL Mr. Notini led the financial and operational turnaround that resulted in a successful exit merger with a global strategic buyer.

Mr. Notini began his career in 1984 at the law firm Hale and Dorr, LLP (now WilmerHale, LLP) where he was elected a Senior Partner, focusing on financing, business transformation and mergers & acquisitions. Mr. Notini served as Law Clerk to the Chief Justice of the Massachusetts Supreme Judicial Court after receiving his J.D. from Boston College Law School where he served as Editor in Chief of the Law Review. He received his A.B. from Boston College, summa cum laude, and earned a master’s degree from Boston University. He has served on numerous NMC boards and is currently a director of Sonrava Health, ABB Optical, Datavant Group, MAG Aerospace, Emids, and Citrin Cooperman Advisors LLC.

Karina is a seasoned human capital executive with wide-ranging experience in organization design, building & scaling organizations, leadership assessment, executive recruiting, and succession planning. Currently, Karina leads the Human Capital at Clearlake where she focuses on Talent management across Clearlake’s portfolio companies.

Prior to joining Clearlake, Karina co-led Human Capital Practice at Advent International where she focused on Human Capital Management across Advent’s portfolio companies, including leadership assessment, and growing network of top senior executives for CXO, Board, and Operating Partner, and Advisor roles. Prior to Advent, Karina was a Talent Partner at Softbank where she focused on Talent Practice for the Vision Fund and SoftBank Group portfolio companies. Previously Karina served as a Partner, Human Resources at Andreessen Horowitz. Prior to Andreessen Horowitz, Karina worked as a CHRO at Nuru International, an US non-profit organization with operations in the US and Africa, as well as held Recruiting roles in Europe at McKinsey & Company, and at CitiBank.

Daniel is Co-Head of the Healthcare sector and has served on the boards of 13 Nordic Capital portfolio companies across healthcare and software. Daniel focuses on investments situations across the healthcare spectrum with a particular focus on the intersection of healthcare and software. Before joining Nordic Capital in January 2010, he worked at Bain & CO. Daniel holds an MSc in Economics and Business Administration from the Stockholm School of Economics and the Ross School of Business at the University of Michigan.

Annie Paydar is the Global Head of Human Capital at General Atlantic and leads the firm’s human capital and talent development initiatives. She also serves on the firm’s Executive Committee. Before joining General Atlantic in 2018, Annie spent 14 years at The Carlyle Group where she held several Human Resources leadership roles in North America and EMEA. Prior to that, Annie served on the Human Resources team at The Blackstone Group. She holds a B.S. in Speech Communication and Political Science from the University of Utah.

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

Jaimee Michaud joined Advent in 2019. She is a Senior Director and serves as Head of Digital and AI, North America for the Portfolio Support Group. Jaimee focuses on supporting portfolio companies to drive growth and operational efficiency by leveraging data assets and adopting innovative technologies.

Previously, Jaimee worked at Apax Partners and supported portfolio companies across various industry verticals for digital transformation initiatives and optimizing operations utilizing data. Before her private equity career, she spent seven years at Shutterfly, Inc. spearheading its mobile analytics team and providing consumable and actionable insights for business leaders as well as marketing and product teams.

Benjamin Perl is a Managing Director of Neuberger Berman and Global Co-Head of NB Secondary Private Equity. He is a member of the Secondary, Real Estate Secondary and Strategic Capital Investment Committees. Ben joined the firm in 2001 and Neuberger Berman Private Equity in 2007. Prior to that, he worked as an associate at Lehman Brothers Venture Partners (now Tenaya Capital), where he was responsible for executing and evaluating mid-through late-stage equity investments across a wide range of industries. He also worked in Lehman Brothers’ Investment Banking Division in New York and San Francisco as part of both the Consumer Retail and Equity Capital Markets groups. Ben holds an MBA, with High Distinction (Baker Scholar), from Harvard Business School and a BA, Phi Beta Kappa, from Wesleyan University.

Devon Leahy is Head of Sustainability at L Catterton where she partners with portfolio companies on their sustainability and impact strategies. Previously, she was Global Head of Sustainability at Ralph Lauren, where she led sustainability and supply chain traceability. Leahy has worked inside major corporations including Walmart and Etsy. Leahy has also worked with leading NGOs including Environmental Defense Fund and in government posts at the Environmental Protection Agency and on Capitol Hill. She received an MBA and MS from the University of Michigan and a BA in Environmental Policy, Government and Art History from Colby College.

Jeff Keay joined HarbourVest in 1999 and focuses on global secondary investments across a range of transaction types. Jeff is based in Boston and also worked in the Firm’s London office. Jeff is the Chair of the Firm’s Secondary Investment Committee and he currently serves on a number of advisory boards.

Prior to joining the Firm, Jeff spent three years at Ernst & Young LLP, where he specialized in the venture capital and financial services industries. His previous experience also includes working at the Financial Accounting Standards Board.

Jeff received a BA (cum laude) in Economics and Accounting from the College of the Holy Cross in 1996.

Tracey Byrne is an Operating Partner in Private Equity where her primary focus is on talent and organizational effectiveness activities at Apollo portfolio companies. Prior to joining Apollo in 2024, she was the Talent Operating Partner at Macquarie Asset Management, a global real assets investor specializing in infrastructure, green energy and agriculture.  Tracey previously held several senior leadership positions at the Macquarie Group and Goldman Sachs across Australia, Asia and the United States, focused on leadership and organizational development.

Tracy received her BS in Commerce and BA in Spanish/International Studies from the University of Technology, Sydney and la Universidad Autónoma de Barcelona. She sits on the Board of Directors of Tenneco, an Apollo portfolio company.

Jason Mehring is a Managing Director at BlackRock. He is a voting member and a past Chairman of the investment committee for BlackRock's US Private Capital Group ("USPC"), and serves as President of BlackRock TCP Capital Corporation, BlackRock Private Credit Fund, and BlackRock Direct Lending Corporation.

Mr. Mehring focuses on the team's origination, underwriting and monitoring of middle market private investments, including those made on behalf of the Middle Market Senior Fund ("MMSF"), where he is the lead Portfolio Manager, and other public and private investment funds. These investment vehicles offer middle-market companies flexible financing solutions to meet their current and future capital needs.

Jason has over 30 years' experience in middle market investing including his 18 years' experience with the USPC team, joining as a Managing Director at BlackRock Capital Investment Corporation's former advisor in 2005. Mr. Mehring previously spent more than ten years at Banc of America Capital Investors (BACI), an affiliate of Bank of America, Inc., in Chicago, where he held positions of increasing responsibility, becoming a Principal of the firm in 2000. At BACI, Mr. Mehring focused on mezzanine and private equity investing in middle market companies. Prior to joining BACI in 1994, he worked at Firstar Bank, a predecessor to U.S. Bank.

Mr. Mehring received a B.B.A., summa cum laude, in Finance and Economics from the University of Wisconsin Eau Claire, where he also graduated with University Honors, an M.B.A. from the Kellogg School of Management at Northwestern University, and he has served on a variety of private corporate boards.

Kim is a Managing Director and Global Head of ESG. She is based in H.I.G.’s New York office and focuses on integrating environmental, social and governance best practices to drive measurable value for H.I.G. and its investors.

Kim has over 25 years of experience working in financial services and sustainability. Before joining H.I.G., Kim was a Managing Director and Head of Strategy and Impact at NY Green Bank, where her role included measurement, management, and communication of the firm’s environmental and social impact. Prior to NY Green Bank, Kim was a portfolio manager of RREEF Retrofit Partners, a sustainable real estate fund at Deutsche Asset Management, and was a partner at Mitchell Madison Group, a global management consultancy.

Kim earned a B.S. in Operations Research & Industrial Engineering from Cornell University, an M.A. in International Affairs and Economics from Johns Hopkins School of Advanced International Studies and an M.B.A. in Finance from Columbia Business School, where she was valedictorian of her class. Kim has earned a Certificate in ESG Investing from the CFA Institute and serves on the Advisory Council of the Cornell Atkinson Center for Sustainability.

Raj is the Head of Tax at Cinven, an international private equity fund.  In this role, Raj is responsible for managing all tax matters, including transactions, house and fund level matters.  Raj’s skills include planning, advisory and reporting for private capital funds, high net worth individuals, family offices and corporations. Extensive experience in structuring US and international M&A transactions, Schedule K-1/K-3 tax reporting, raising new funds and products, individual taxes, FATCA/CRS reporting and procedures, withholding taxes, tax and financial due diligence, tax policy US domestic and international, OECD's BEPS and Pillar 2 implementation, transfer pricing policies and trust and estate matters.

Raj has an Masters in Business Taxation from the University of Southern California and a Bachelors in Accountancy and a Bachelors in Business Administration, Finance and Business Honors from California State University, Northridge. He joined Cinven in 2019.

Betty Moy Huber, Partner in Latham’s Corporate Department, advises leading companies, funds, and their boards on advancing corporate strategy through cutting-edge finance products, M&A transactions, and capital markets offerings. With more than 25 years’ experience and trusted C-suite relationships, she identifies key business risks to companies in today’s rapidly evolving regulatory climate.

A recognized thought leader, Betty has served as a congressional expert on regulatory matters. She frequently speaks and writes for leading industry organizations and is quoted by various media outlets, including the Financial Times, the Wall Street Journal, Fortune, and American Banker. She lectures on corporate matters at law schools, including Harvard Law School, New York University School of Law, and Stanford Law School’s Rock Center for Corporate Governance.

Derek is a member of Permira’s Value Creation Team with a focus on go-to-market, commercial effectiveness, and other value creation activities primarily within Permira’s services and technology portfolios.  He has worked with several portfolio companies including Axiom, Cielo, Engine, Motus, Octus, Versaterm and Zendesk.

Prior to joining Permira, Derek was a Managing Director with Blue Ridge Partners, a growth-focused consultancy serving private equity firms and their portfolio companies. Prior to that, Derek was an investment professional with Brahma Management after beginning his career at Goldman Sachs.

Dianna Carr-Coletta is a Managing Director and Partner within PGIM Private Capital's Alternatives Direct Lending Group.  Prior to this role, she was a Managing Director leading our Corporate and Project Workout team and oversaw the management and restructuring of non-performing investments. Previously, Mrs. Carr-Coletta was a Senior Vice President in PGIM Private Capital's Chicago Corporate Finance group. In this role, she led a team responsible for marketing, originating and managing private placement, mezzanine and structured equity investments in Michigan and Wisconsin, with prior geographies that also included Southern Ohio and Kentucky.  

Mrs. Carr-Coletta received a BA from Michigan State University and an MBA from Northwestern University's Kellogg School of Management.

Mr. Newberry joined Sound Point in 2021 and is currently Chief Credit Officer and Executive Chairman for the Direct Lending group. Additionally, Mr. Newberry serves on the firm’s Management Committee and is a member on most risk, investment and valuation committees at the firm. Prior to joining Sound Point, Mr. Newberry was a Partner,  Global Head of Private Debt and a Senior Portfolio Manager at CVC Credit Partners. Prior to CVC, Mr. Newberry spent 11 years at Credit Suisse, where he was a Managing Director and Head of Global Leveraged Finance Capital Markets and Syndicated Loans. In this capacity, he was responsible for the underwriting of all high yield bond, mezzanine and syndicated loan transactions, as well as the sale and trading of both par and distressed loan assets.

Mr. Newberry joined Credit Suisse in November 2000 when Credit Suisse First Boston merged with DLJ, where he was a Managing Director and head of US Loan Capital Markets. He joined DLJ in 1996 from Deutsche Bank where he was a Managing Director and Head of North American Loan Syndications. Prior to that, Mr. Newberry worked at Toronto-Dominion Securities and NCNB National Bank. He served on the board of directors of the Loan Syndication & Trading Association for six years, acting as both Chairman and Vice Chairman.

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

Laura is the Global Head of Tax and Structuring, leading the team responsible for developing, implementing and overseeing the firm's tax strategy for both the organization and its clients. Her role encompasses creating optimized investment structures for products, client vehicles and investments to address client tax sensitivities, tax reporting and regulatory requirements. Laura also heads up tax compliance across fund products, the management company and our public company.

Prior to joining Hamilton Lane, Laura worked at Pepper Hamilton LLP in Philadelphia, where she was responsible for structuring and tax counseling for private equity funds and their investors, as well as private equity general partners and management companies.

Laura received an LL.M. in Taxation from Villanova University School of Law, a J.D. from Rutgers University School of Law with Tax Honors.

Rony Ma (New York) joined KKR in 2011 and is a Managing Director on the Credit & Markets team. He serves as a portfolio manager for the firm’s private credit funds and portfolios. Mr. Ma is a member of KKR’s Capital Committee, Global Corporate Private Credit Investment Committee, and the Investment Committee for the FS/KKR BDC platform. Mr. Ma also serves as an Officer of FS KKR Capital Corp. (FSK), which trades on the NYSE. Prior to joining KKR, Mr. Ma was with Deutsche Bank where he was involved in leveraged loan and high yield transactions for private equity and corporate issuers. Mr. Ma holds a B.S. and B.A.S. from the University of Pennsylvania.

Sumana Setty is a Managing Director at Blue Owl Capital, where she serves as the chief legal adviser for Blue Owl’s GP strategic capital platform overseeing all legal and governance regulatory matters, as well as advising on strategic initiatives. Previously, she served as a Managing Director and the General Counsel to Wafra, a global alternative investment firm, where she managed the legal team across multiple asset classes including private equity, real assets/infrastructure and real estate.

Prior to Wafra, she served as a Partner at Kirkland and Ellis, where she represented sponsors in their launch of various investment strategies and investors across asset management transactions, including minority stake acquisitions and preferred equity and debt financings.

In addition, Sumana is the co-founder of the non-profit organization, Commit2Change. Commit2Change aims to create sustainable and impactful change in communities worldwide through education, healthcare and economic development, with a focus on empowering school-aged girls in India and South Asia.

Ms. Jung is a Talent Partner on the Healthcare team, having joined in 2022. Ms. Jung focuses on executive talent strategy and management and is responsible for helping WCAS’s healthcare companies build best- in- class leadership teams. She brings nearly a decade of executive search experience, having placed hundreds of leaders in many of the healthcare industry’s top organizations. Prior to joining WCAS, Ms. Jung served as a Partner at Oxeon Partners, a leading retained executive search and investments firm where she partnered with innovative healthcare organizations, boards and investors to build high performing, diverse leadership teams. Ms. Jung co-founded Break Into The Boardroom, an initiative that seeks to drive gender parity in privately held healthcare boards. She currently sits on the Board of Abzena, a WCAS portfolio company and The Moth, a nonprofit organization dedicated to the craft of storytelling. Prior to her career in executive search, Ms. Jung spent 15 years in the healthcare industry where she held commercial leadership roles in the pharmaceutical and medical technology industries at companies such as Merck, Guidant, and Boston Scientific.

Paul Zuber is an Operating Partner, North American Lead at HG Capital. Prior to HG, Paul was an Operating Partner at Thoma Bravo, where he Chaired companies across multiple funds and also founded and led their Technology Group. He brings 25 years of experience in founding and growing successful global technology companies. Separate from HG Capital, Paul is a member of the Board of Directors of Houlihan Lokey (NYSE: HLI).

Prior to Thoma Bravo, Paul was the founding CEO of Dilithium Networks, a global leader in mobile video infrastructure solutions. The company was acquired by OnMobile (NSE:ONMOBILE). He also was a co-founder and CEO of Bluegum Group, growing the EMS company to A$500M in revenue before its acquisition by Solectron. Paul also held a variety of senior management positions at the embedded systems software company Ready Systems, including VP of Operations, CFO and VP of Global Support Services before its acquisition by Mentor Graphics. Before joining Ready Systems, Paul founded JGC and as CEO, led the microcomputer-based CAD and CAE solutions provider into market leadership before a private investment group acquired it. He began his career as a management consultant with Bain & Company, where he was a founding member of the team that became the private equity group (Bain Capital).

Paul received the World Economic Forum’s Technology Pioneer Award on behalf of Dilithium Networks in Davos in 2010. He is a member of Young Presidents Organization (YPO) and has been a guest lecturer at the Iovine and Young Academy at USC and the Trium Global Executive MBA program. He is a Phi Beta Kappa graduate of Stanford University with BA degrees in both International Relations and Economics. Paul also holds an MBA from the Stanford Graduate School of Business.

Clare Copeland is Chief Tax Officer and Head of Tax Transformation based in London. Ms. Copeland leads the global tax operations and strategy for the firm and its funds as well as driving the transformation of our global Tax function. She is also a member of Carlyle’s Operating Committee.

Previously, Ms. Copeland was Head of International Tax at Carlyle, where she had responsibility for strategy, risk management, and policy for firm and fund operations across its international platforms.

Ms. Copeland is a seasoned tax and operations professional with broad exposure across all functions and aspects of multinational asset management and private funds, and experience in delivering complex international multi-disciplinary projects. She also plays a leading role in policy development and advocacy, including roles at trade associations representing the interests of global asset managers. Most notably, Ms. Copeland chairs the Corporate Tax Sub-Committee of the BVCA and also sits on their Global Capital Committee. In addition, she co-chairs the Tax Committee of Invest Europe, is a non-executive member of their Board, and is a member of the Global Private Equity Council.

Ms. Copeland has over 25 years of experience in the asset management space. Prior to Joining Carlyle, she spent 12 years at American Capital where she was Senior Vice President, Head of Tax & Structuring Europe, where she advised on general International Tax Planning and M&A transactions. Prior to this, she spent 8 years with KPMG based in their Private Equity Tax Group in London.

Christophe Browne is a Partner on the Secondary team primarily focused on the origination, evaluation, and execution of continuation vehicle transactions. Christophe joined Lexington in 2024 from ICG, where was a founding member of the strategic equity business serving as Managing Director and Head of North America. Prior to that, he was a founding partner at NewGlobe Capital Partners. Christophe graduated from Georgetown University with a BS in International Economics and from Columbia Business School with an MBA.

Katia Walsh leads value creation through AI for the Apollo portfolio companies with a track record of helping businesses realize financial and growth benefits with emerging tech. Before Apollo, Katia was the first Chief Digital Officer at Harvard Business School where she deployed Generative AI-powered educational experiences. Prior to that she was the first Chief Global Strategy and Artificial Intelligence Officer of Levi Strauss & Co., helping the company to strengthen its eCommerce; customize assortment, optimize pricing; and digitize merchandise planning and inventory management. Before Levi's, Katia was the first Chief Global Big Data and AI Officer at Vodafone Group, leading its 25 operating countries’ AI adoption to maximize customer value management, optimize network Capex investments, and monetize data. Her prior experience also includes co-founding the Chief Customer Office at Prudential Financial as part of the company’s digital transformation and leadership roles at Fidelity Investments and Forrester Research, Inc.

Katia has received numerous international awards for AI and data leadership and mentorship. She holds a Ph.D. from the University of Missouri-Columbia with specializations in new communication technology and quantitative methodology. Her book, “Winning With Generative AI: The 90-Day Blueprint For Success,” with co-author Charlene Li, is scheduled for publication in 2025.

As Managing Director at GTCR, I lead Artificial Intelligence and Product across our portfolio. I evaluate prospective investments, shape strategic direction based on emerging AI technologies, and champion innovative product approaches to drive growth and differentiation in the market.

Prior to joining GTCR, I served as Chief Product Officer at 1stDibs, overseeing product management, user experience, logistics, and the overall buyer and seller experiences for the two-sided marketplace. Previously, I led the product management organization for Google Ads core experiences and managed business development and strategy for Google Shopping. Prior to Google, I launched Groupon Goods, the retail division of Groupon. I hold an MS in computer science from Stanford University with a specialization in artificial intelligence and a BA in economics magna cum laude from Yale University.

Chandini Jain is the co-founder and CEO of Auquan, the market leader in using AI agents in financial services to transform deal sourcing, due diligence, monitoring, sustainability, and compliance workflows. Driven by a mission to liberate financial professionals from mundane data tasks and bring meaning back to their work, she founded Auquan after spending ten years in global finance as a trader at Optiver and Deutsche Bank. She is a recognized expert and speaker in the field of AI in financial services. Jain holds a master’s degree in mechanical engineering/computational science from the University of Illinois at Urbana-Champaign and a B.Tech from IIT Kanpur.

Dr. Aggarwal has been an investor in the life sciences sector for more than twenty years. He rejoined Vivo as a Managing Partner in April 2024 after being a Managing Director from 2016 to 2023 and Chief Investment Officer for the U.S. public investment fund from 2021 to 2023. Dr. Aggarwal previously served as the Chief Business Officer of Ocera Therapeutics, Inc., a publicly traded clinical stage company developing therapies for orphan liver conditions, from April 2014 through October 2016, and as Managing Director of Investor Growth Capital from January 2013 through December 2013. Additionally, he was a General Partner at Panorama Capital, L.P., a venture capital fund, from August 2006 through December 2012. Earlier in his career, Dr. Aggarwal was an associate with JPMorgan Partners, LLC, a private equity division of JPMorgan Chase & Co.

Dr. Aggarwal has served on the boards of Unicycive Therapeutics and Geron since March 2023 and November 2023, respectively. He previously held positions on the boards of Sierra Oncology, Inc. (acquired by GlaxoSmithKline plc), Hyperion Therapeutics, Inc. (acquired by Horizon Pharma plc), and on several privately held biopharmaceutical companies.

Dr. Aggarwal received his M.D. from Columbia University, College of Physicians & Surgeons and his B.S. in Agricultural Economics from Cornell University.

Nancy Mehlman is Co-Head of the Firm’s Tax Practice at Simpson Thacher & Bartlett LLP. Nancy represents clients on a wide range of federal income tax matters, including mergers and acquisitions (including tax-free spin-offs), real estate transactions, partnerships, joint ventures and related financing transactions in the credit and capital markets. Nancy advises, among others, several of the Firm’s private equity clients including Blackstone, KKR, Carlyle and Morgan Stanley on tax matters related both to fund formation—particularly in the area of real estate opportunity funds and private equity funds—and negotiating and structuring of acquisitions by those funds. Nancy is recognized as a leading tax lawyer by Chambers USA, which notes that she is “extremely well regarded” and “noted in the market for her vast experience acting for clients on complex corporate transactions.” She has also been cited as a recommended tax lawyer in The Legal 500 United States. Nancy received her B.A. from Williams College, and her J.D., cum laude, from New York University School of Law, where she was a Florence Allen Scholar. Nancy also earned an LL.M. from New York University School of Law. 

Mr. Schneider, a finance professional with over 25 years of experience in private equity, plays a leading role in the firm's management, including operations, finance, compliance, accounting, tax, HR and IT.  Prior to joining JLL, Mr. Schneider worked at First Reserve Corporation, Credit Suisse, the Blackstone Group, Viacom, and Deloitte. Mr. Schneider earned a B.S. in Accounting and a M.B.A. in Finance from LIU Post School of Professional Accountancy and is a CPA certified in the State of New York.

Carrie Osman is the Founder and CEO of Cruxy, a growth intelligence firm working at the heart of the private equity ecosystem. A specialist in B2B tech, Carrie has spent the last decade advising over 160 high-growth tech firms and investors as a specialist in fintech, capital markets tech, and the office of the CFO. Known for her sharp strategic thinking and ability to distil complexity into impact, she has become a trusted voice in the industry. Carrie + her team of specialists focus on product and pricing interrogation leveraging their platform Cortex.

Carrie regularly speaks at high-profile events such as Money20/20 and The Investment Association, and has appeared on BBC Business and Sky News. Under her leadership, Cruxy has become a go-to partner for top PE funds, delivering outcomes that influence real-world P&L and uncovering value where others often overlook it.

Beyond Cruxy, Carrie is a mentor at Accenture’s FinTech Innovation Lab, helping early-stage founders refine their product + pricing in collaboration with major financial institutions. She is also a fellow of the British-American Project, a transatlantic network of leaders from business, public life, and the professions - committed to exchanging ideas and challenging perspectives. Through both roles, she actively champions innovation, mentorship, and forward-thinking leadership in tech and finance.

Thomas Mayrhofer is the Chief Financial Officer at DigitalBridge. Mr. Mayrhofer brings more than two decades of robust financial and operational experience across the asset management industry.

Prior to joining DigitalBridge, Mr. Mayrhofer served as CFO and, subsequently, Chief Operating Officer at alternative asset manager EJF Capital, where he was responsible for the firm’s financial, operational, technology, and legal functions.

Prior to EJF Capital, Mr. Mayrhofer spent nearly 18 years at The Carlyle Group in a variety of financial roles across all of the firm's products—including private equity, energy, real estate and credit. He concluded his tenure at Carlyle as a Partner and CFO of the firm’s Private Equity business, where he led a team of more than 90 finance professionals and had oversight of approximately $100 billion of assets under management.

Mr. Mayrhofer graduated from The College of William & Mary with a Bachelor of Business Administration in Accounting.

Heather Kennedy Miner serves as Chief Operating Officer and is a Managing Director, based in New York. She is responsible for driving Advent’s operations globally, overseeing the firm’s strategic growth initiatives, marketing and communications, and delivering on talent development priorities. Heather is a member of Advent’s Operating Committee (BOLT), and Global Diversity, Equity and Inclusion Committee.

Prior to joining Advent in 2022, Heather worked at Goldman Sachs, where she held a number of leadership positions during her nearly two-decade tenure at the firm. Most recently, she served as Partner and Chief Operating Officer as well as Global Co-Head of Client Solutions and Capital Markets for Goldman Sachs’ $2+ trillion Asset Management business. Heather previously served as Goldman Sachs’ Global Head of Investor Relations. She began her career as an investment banker in the Financial Institutions Group at UBS.

Heather earned a BS in Finance from the Carroll School of Management at Boston College and an MBA from the Stern School of Business at New York University.

Jeffrey Klein is a Managing Director with Alvarez & Marsal Private Equity Performance Improvement practice in New York. He leads the PEPI M&A Services practice responsible for the GenAI PE and Software, Technology & Services industry group. Mr. Klein specializes in interim management for information technology initiatives, often working on IT pre-acquisition diligence, planning for mergers, acquisitions and divestitures, and Transitional Service Agreement (TSA) creation and analysis.

Mr. Klein has deep expertise developing and executing investment thesis-aligned 100-day IT plans and executing mission-critical initiatives. With more than 20 years of experience delivering IT governance and strategy projects and financial reporting, Mr. Klein’s unique background encompasses public accounting, operations and technology. He has led multiple IT and applications strategies (rationalization, selection, implementation and remediation) focused on financial applications, ERP, HRMS, CRM, portal, custom development, and cross-system reporting and integration.

Mr. Klein also brings extensive experience in financial reporting engagements focused on improving executive information and expanding managerial reporting (analysis, forecasting and consolidation); order to cash, procure to pay and inventory management engagements focused on process improvements, increased controls and enhanced use of technology; and flash reporting and managerial reporting for private equity investors focused on speed, accuracy, control and automation.

Mr. Klein has significant expertise with M&A-related engagements focusing on accounting applications, accounting processes and IT due diligence, post-merger integration and IT staff rationalization. He has extensive experience as well with PMO’s focused on large-scale application development and rollout, change management and organizational restructuring.

Prior to joining A&M, Mr. Klein was a Director with the Technology Risk practice at Protiviti, focused on IT operations, IT diligence and large-scale project assessment and management. Previously, he worked with Deloitte Consulting, focusing on ERP and CRM implementations. He was also a member of with the CIO Services practice of Deloitte, assisting helping senior IT executives craft and execute business changing initiatives.

Mr. Klein earned a bachelor’s degree in accounting and finance from the American University Kogod School of Business.

Katie St. Peters is a partner in the Investment Funds Group, where her practice focuses on advising private investment fund sponsors on all aspects of their business, including the establishment of private investment funds, fund investment activities, product and strategy expansion, co-investment programs, warehousing arrangements, alternative investment structures, fund regulatory and compliance matters, conflicts issues, investor relations matters and firm ownership and operational issues, including governance matters, succession planning and separation arrangements. Katie has advised a wide variety of private fund sponsors in connection with structuring and forming private investment funds ranging from a hundred million to tens of billions of dollars, as well as structuring and establishing separate account structures for a variety of U.S. and non-U.S institutional investors. Her experience includes advising sponsors ranging from emerging managers to leading global asset managers across a variety of investment strategies.

Chris provides sophisticated transactional and regulatory counsel to an array of health care providers and investors in the health care industry. Prior to joining the firm in 2014, Chris served as deputy general counsel to Jefferson Health System and general counsel to the system’s accountable care organization and captive professional liability insurance companies.

Chris has worked in the health care industry for nearly three decades. His practice focuses on mergers, acquisition, and divestitures transactions for health care clients and the comprehensive regulatory schemes requisite to doing business in the health care space. Chris routinely handles matters involving payer negotiations, payment disputes and contract enforcement, accountable care organizations, management services organization, clinically integrated networks, value based payment arrangements, pharmacy benefit management and third party administrator contracts for self-insured employers, digital health, organizational and governance structures, HIPAA, information privacy and security, tax exemption, Stark Law, fraud and abuse matters, clinical integration, medical staff relations, facility and professional licensing, Pennsylvania's Medical Marijuana Act, and general compliance.

Sijia is a partner in Davis Polk’s Investment Management practice/ Sijia advises fund sponsors on the formation and operation of investment funds in a variety of strategies and asset classes, including private equity funds, hedge funds, real estate funds, “hybrid” funds and debt funds. She also advises fund managers on fund-related aspects of M&A transactions, including deal structuring and co-investment arrangements.

Sijia represents fund sponsors and investors in connection with a broad range of complex secondary transactions – including continuation vehicle transactions, portfolio sales, tender offers, structured secondaries, synthetic secondaries and fund restructurings across various sectors.

She also advises fund sponsors on internal operations and firm management matters, including governance, compensation, succession planning and separation arrangements, as well as regulatory and compliance matters.

In 2024, Law360 named Sijia a “Rising Star” in fund formation and Secondaries Investor named her among the “Next Gen Leaders of Secondaries.”

Matt O'Meara is Mayer Brown’s Global Head of Leveraged Finance and Private Capital. He has more than 20 years of experience representing clients in complex debt financing transactions with a focus on domestic and cross-border acquisition finance. He regularly advises clients such as asset managers, banks, finance companies, business development companies, private credit funds, institutional investors, and issuers in structuring, negotiating, and documenting senior and senior-stretch loans, second lien loans, mezzanine financing, unitranche and private equity investments.

In addition, Matt has extensive experience advising creditors on debt restructurings and out-of-court workout matters including restructuring support agreements, debt-for-equity exchanges and Article 9 remedies. He is currently ranked in Chambers for Banking & Finance-Illinois and is a “Recommended Individual” in Legal 500 USA’s Commercial Lending Category.

Leela Ramnath is a Managing Director and Global Head of Sustainability Strategy at Warburg Pincus, where she leads global sustainability strategy for the firm, collaborates with investment teams and portfolio companies to drive and optimize implementation, and manages key partnerships. Leela has twenty years of experience working across capital markets, emerging markets, and sustainability. Prior to joining Warburg Pincus, she led innovation and sustainability at an impact-focused investment firm and worked in international development as a Technoserve Fellow in East Africa and at the Millennium Challenge Corporation. She previously worked at Barclays covering emerging markets and in securitized products at a global insurer. Leela is a Board Member at ClimeCo, LLC and Ownership Works. She is a former Term Member at the Council on Foreign Relations and holds a Bachelor of Science in Economics from the Massachusetts Institute of Technology and a Master of Arts in International Relations from the School of Advanced International Studies at Johns Hopkins University.

Mr. Cali is a Managing Partner at Noble Capital Markets, Inc. Nathan Cali has more than 18 years of Capital Markets experience. He has been a lead Managing Director/Head of the Healthcare and Life Sciences Investment Banking and Advisory franchise at Noble since 2017 and, was previously a sell-side equity analyst for 9 years. Mr. Cali is a Board Member of Precise Bio, a tissue engineering, biomaterials, cell technologies, including, cardiology, orthopedics, and dermatology. He was previously a Board observer of Eledon Pharmaceuticals (ELDN:NASDAQ, f.k.n.a. Anelixis Therapeutics, Inc.), a phase II biotechnology company. Mr. Cali has been quoted in most business journals including Reuters and the Washington Business Journal for his work as a sells-side analyst.

Mr. Cali started his corporate career at Andrx Corporation, a public pharmaceuticals company. Mr. Cali was a corporate manager dealing in finance, state taxation, corporate governance, patents, distribution, and business development for the firm. Andrx was purchased by Watson Pharmaceuticals in 2006 for $2.0 billion in cash. Prior to joining NOBLE, Mr. Cali gained investment experience as a portfolio account analyst/manager at Franklin Templeton Investments. Mr. Cali holds a B.S. in Finance from The Florida State University and an M.B.A. in Finance and an MBA in Real Estate Development from Nova Southeastern University. Nathan also currently holds series 7, 79, 86, and 87 FINRA designations.

Ramona Y. Nee is Co-Managing Partner of Weil, Co-Head of the Firm’s U.S. Private Equity practice and Co-Managing Partner of the Boston office. Her practice is focused on private equity and corporate transactions, including leveraged buyouts, minority investments and mergers & acquisitions. Ramona represents various private equity firms and growth equity funds, as well as their portfolio companies. She also counsels clients with respect to general corporate matters, including with respect to numerous joint ventures, strategic matters and corporate governance.

Ramona was named “Private Equity Lawyer of the Year” in 2022 and 2024 by Euromoney Legal Media Group’s Americas Women in Business Law Awards, and is consistently recognized as a leading lawyer for Private Equity by Chambers, Legal 500 and IFLR1000.

Mark is a Partner at Lee Equity, a New York-based private equity firm that partners with management teams in the middle market to build high-growth businesses through control buyouts in the Financial and Healthcare Services sectors. He brings more than four decades of experience in private equity and financial services, with deep expertise across insurance, asset and wealth management, specialty finance, and healthcare services.

Prior to joining the firm in 2006, Mark was a Partner and co-founder of Capital Z Financial Services Partners, where he played a leading role in the operations and investment activities of the $5bn+ fund complex and shared responsibility for overseeing all the firm's investment and monitoring activities. Mark was previously a Managing Director at Donaldson, Lufkin & Jenrette and a founding member of the Insurance Group at Merrill Lynch.

At Lee Equity, Mark currently serves or has served as a director of numerous public and private companies, including Atria Wealth Solutions, Bradford Health, Captive Resources, McLarens Global Limited, Solaris Health, Summit Behavioral Health and The Edelman Financial Group.

Mark is actively involved with several nonprofit organizations including, the Board of Trustees of St David’s School, the Latin American Advisory Board of Conservation International. He holds a B.S.B.A. in Finance and Economics from the University of Denver and an M.B.A. from New York University.

Sara Verkest (New York) joined KKR in 2023 and is Global Head of Tax. She oversees all tax matters globally related to KKR’s public company and management company activities, as well as all tax matters related to KKR’s private and public market funds and investment activities. Ms. Verkest co-leads the firm’s KKR Women employee resource group. Prior to joining KKR, she worked at Brookfield where she was a managing director, responsible for leading the tax strategy for their private funds group and their U.S. corporate tax team. Before that, Ms. Verkest was the head of tax for credit and private equity at the Abu Dhabi Investment Authority and she was a tax partner at an international law firm where she specialized in U.S. tax aspects of cross-border transactions, fund structuring, structured financings, securities offerings and cross-border securitizations. She holds a law degree from the Katholieke Universiteit Leuven (Belgium), as well as a Master’s degree in taxation from the Université Libre de Bruxelles (Belgium) and an LL.M. in U.S. international tax from the University of Florida.

Chris Gagnon, Managing Director of Capital at CEO Works, partners with investment firms to transform portfolio companies using CEO Works’ proprietary approach. Previously, as a senior partner at McKinsey & Company (2011–2021), he built and led OrgSolutions, a 250+ person team of data scientists, psychologists, and developers, creating McKinsey’s largest digital solutions portfolio, including the Organizational Health Index and People Analytics. As co-leader of McKinsey’s Global Organization Practice, he advised C-suite clients in private equity, finance, and consumer goods, driving tech-enabled, human-centric organizational strategies.

Before McKinsey, Chris spent a decade in private equity, co-founding firms, raising over $1B in capital, sourcing deals, and serving on portfolio company boards. Earlier, as a McKinsey principal, he designed corporate change programs, turnarounds, and restructurings, and led initiatives in recruitment and leadership development. He co-authored McKinsey’s 1996 book, Real Change Leaders.

Chris holds an M.B.A. and B.A. from Dartmouth. His articles on analytics, agility, and organizational health have appeared in Harvard Business Review and McKinsey Quarterly. His expertise in data-driven organizational transformation and enterprise value creation is widely recognized.

Josh is PwC’s US Private Equity Leader and serves as Global Client Partner for one of the firm’s largest global private equity clients. He is also the Lead Client Partner for a Fortune 500 company with a broad portfolio of consumer brands.

Based in Chicago, Josh is a Partner in PwC’s US Deals practice with over 25 years of experience. He has led numerous private equity buy-side transactions across the industrial, consumer, and services sectors, as well as complex divestitures ranging from small-cap to multibillion-dollar deals involving multiple PwC workstreams.

Josh previously served as Central Market Deals Leader for the US Midwest, guiding teams to deliver value across the Deals platform. He has also held leadership roles in PwC’s Diversity & Inclusion initiatives and is actively advancing digitization efforts within the Deals practice.

He holds both undergraduate and graduate degrees from Miami University in Oxford, Ohio. He is a Certified Public Accountant in Ohio and Illinois and a member of the AICPA.

Alistair Baker joined AustralianSuper in 2008 and is a member of the leadership team within the Fund’s Investment Department. Alistair is the Head of Asset Allocation. Alistair and his team are responsible for delivering the active asset allocation strategy for the fund’s diversified portfolios, and for managing the total portfolio construction of our investment options to exceed their objective within constraints.

Alistair has over 25 years of investing experience in funds management, from direct investing through to high-level strategy and asset allocation. Prior to joining AustralianSuper, Alistair was an Investment Director Hastings Funds Management, where he was responsible for portfolio construction and the execution of a range of infrastructure and other private market investments.

He also served as a company director on a number of investee companies. Alistair is a Visiting Scholar at Stanford University in the United States, in the Stanford Research Initiative on Long-Term Investing ("SLTI"). Alistair also holds a Bachelor of Commerce (Honors in both Finance and Actuarial Studies) from the University of Melbourne and is a Fellow of the Institute of Actuaries of Australia.

Mr. Regent is the Chief Financial Officer at Kohlberg, a leading U.S. middle market private equity firm based in Mount Kisco, New York, with approximately $17 billion in assets under management. With over 20 years of experience in the investment industry, Mr. Regent is overseeing the finance function for all aspect of the firm, which he joined in 2014 as Vice President of Finance. Prior to joining Kohlberg, Mr. Regent spent several years at PwC’s New York and Luxembourg offices, serving in various roles from Associate to Senior Manager within the Asset Management Assurance practice. Mr. Regent holds an M.S. in Management from the Bordeaux Business School in France.

Prior to founding Notch Partners, Andy was Managing Director of Primedia Ventures, where he co-managed two private equity investment funds and served on several private boards. Previously, he was a management consultant with McKinsey & Company and has been an executive, board member and investor in a number of private companies. Andy serves as a trustee for New Jersey SEEDS, an academic and leadership program for high-achieving, low-income youth. He received an MBA from Harvard Business School and graduated from Dartmouth.

Andrew Farris is a Managing Director on the BlackRock Private Equity Partners (PEP) team within BlackRock Equity Private Markets. He is a member of the PEP Investment Committee with respect to dedicated healthcare accounts.

 Prior to joining BlackRock PEP in 2008, Mr. Farris evaluated investments at ImpreMedia. From 2001 to 2004, he was in the Investment Banking Division of Citigroup/Salomon Smith Barney where he worked on merger & acquisition and capital raising transactions.

Mr. Farris currently serves on the Board of Directors of Woundtech and is an observer to the Board of Directors of Cellares, Emerald Textiles and HealthDrive. He currently serves on the advisory boards of certain funds managed by 1315 Capital, Aldrich Capital Partners, Grant Avenue Capital, and Linden Capital Partners. He also serves on the Board of McCarter Theatre Center.

Mr. Farris earned an MBA, with honors, from The Wharton School of the University of Pennsylvania and a BA, magna cum laude, in Economics from Princeton University. He is also a CFA charterholder.

Barry J. Giarraputo joined Neuberger Berman in 2022. He is a Managing Director, and Chief Financial Officer of NB Alternatives with 39 years of experience in the investment management space. Prior to joining the firm, Barry was the CFO of Antares Capital, a middle market private credit manager. Previous to that, Barry served as Chief Financial Officer, Chief Accounting Officer and Controller of Apollo Global Management and its subsidiaries, and previously as a Senior Managing Director of Bear Stearns. He began his career in public accounting at PricewaterhouseCoopers. Barry earned a BBA from Baruch College, with honors, and is a licensed CPA in New York State.

Jordan is an Executive Vice President and leader of the Tax Insurance Practice at CAC Specialty. Jordan specializes in delivering innovative and unique insurance solutions for the most complex tax risks and has technical tax expertise, market experience and business acumen. Jordan is a leader in the tax insurance industry and continues to play an instrumental role in its dynamic growth and acceptance among insurance carriers, corporations, and private equity funds.

Prior to joining CAC, Jordan was Vice President, Tax Insurance Counsel for Concord Specialty Risk, a part of Ryan Specialty Group’s RSG Underwriting Managers, where he underwrote a wide range of tax risks for corporations and private equity funds. Before RSG, Jordan was a tax attorney at Simpson Thacher & Bartlett LLP, where he represented multinational corporations and private equity funds on the tax aspects of mergers and acquisitions, joint ventures, spin-offs, and capital market transactions. In addition, Jordan was a tax advisor in the Mergers & Acquisitions tax group at Price Waterhouse Coopers LLP, where he performed tax due diligence and structuring on behalf of his private equity and corporate clients.

Jordan graduated with honors from the University of Michigan (Ann Arbor) where he received a Bachelor of Arts Degree in Economics and Psychology. Jordan received his Juris Doctorate and Master of Laws in Taxation from New York Law School, where he graduated cum laude.

William Andreoni serves as the RSM US LLP’s (RSM) national asset management consulting leader. He also serves as the national co-leader for RSM Fund Services+, RSM's comprehensive fund administration/fund tax solution. As a leader in these areas, William focuses on developing and executing these services in the private equity (PE), private credit (PC) and real estate (RE) markets, with a focus on bringing holistic and integrated solutions to our clients. Prior to joining RSM, Bill spent several years in a Big Four firm’s audit practice, specializing in financial services and fund audits. He has over 15 years of senior-level accounting and finance leadership roles at public- and privately held companies across private equity and real estate.

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Ken is a Managing Director and Co-Head of Direct Equity Investments. In this role, he is responsible for all investment activity, strategy implementation, and team management. Ken is a member of the Direct Equity Investment Committee.

Prior to joining Hamilton Lane, Ken spent 15 years at Portfolio Advisors LLC and was a Managing Director and Co-Head of Co-Investments. Ken played an integral part in the growth of several of the firm’s verticals and served on the Investment Committees for the co-investment, secondary, and credit funds. Previously, he was an investment banker at Morgan Stanley and CIBC World Markets in their Leveraged Finance Groups.

Ken holds an M.B.A. from the Owen School of Management at Vanderbilt University and a B.A. in International Relations from the University of Pennsylvania.

Mr. Jill is a Partner and General Counsel (Private Funds & Secondaries) in the Ares Legal and Compliance Group. Prior to joining Ares in 2014, Mr. Jill was an Associate in the Corporate Group of Proskauer Rose LLP, where he focused on private investment funds. He holds a B.S. from the State University of New York at Plattsburgh and a J.D. from Roger Williams University School of Law.

Jake Siewert is based in New York as a Managing Director and the Head of Global Public Policy and Political Risk at Warburg Pincus, where he also oversees the Sustainability Strategy group. He is also a member of the firm’s Executive Management Group. Jake joined Warburg Pincus in 2021 from Goldman Sachs where he was a Partner and directed the firm’s global communications, content, and marketing efforts. Before he joined Goldman Sachs in 2012, Jake worked as a Counselor to Secretary of the Treasury, Timothy F. Geithner, during the global financial crisis and its aftermath. Prior to his service in the Obama Administration, he was an Executive at Alcoa where he served on the Management Committee and had oversight of business development, sustainability, environment, health and safety, government affairs, and communications during his eight years there. Prior to that, Jake worked for eight years in the White House during the Clinton Administration in a variety of posts including, an Advisor to the Director of the National Economic Council and as the White House Press Secretary. He currently serves as a Trustee at the Mystic Seaport Museum and Grace Church School. Jake graduated from Yale College with a BA summa cum laude in Humanities.

David Larsen is a Managing Director in the Alternative Asset Advisory practice, based in Seattle, Washington. He specializes in fair value accounting, specifically for valuation, accounting and regulatory issues faced by alternative asset managers and investors.

David advises leading private equity managers and institutional investors and has advised numerous strategic and private equity acquirers in all areas of mergers, acquisitions, joint ventures, divestitures and valuation-related matters.

Prior to joining Kroll (formerly Duff & Phelps), David was a Partner in KPMG’s Transaction Services practice, where he was the segment leader of KPMG’s U.S. Institutional Investor practice. He served for 13 years in KPMG’s Seattle, Düsseldorf and Prague audit practices before moving full time to advisory work.

David has more than 40 years of experience working with leading private equity managers and institutional investors and has advised numerous strategic and private equity acquirers in all areas of mergers, acquisitions, joint ventures, divestitures and valuation-related matters, including digital assets/cryptocurrencies. He provides valuation policy and process assistance to a number of the world’s largest institutional limited partner investors and some of the world’s largest alternative investment managers.

David is a past member of the International Valuation Standards Council (IVSC) Standards Review Board, an advisor to and has served as Vice Chair of the International Private Equity and Venture Capital Valuations Board (IPEV), which in 2025 will release updated International Private Equity Valuation Guidelines. He serves as a member of the American Institute of Certified Public Accountants (AICPA) PE/VC Practice Guide Task Force. David’s past professional affiliation and advisory experience includes serving as a special advisor to the Institutional Limited Partners Association; board member, project manager and technical advisor to the Private Equity Industry Guidelines Group and was instrumental in developing and drafting the Private Equity Industry Guidelines Group’s Valuation and Reporting Guidelines; member of the Financial Accounting Standards Board’s Valuation Resource Group responsible for providing the board with input on potential clarifying guidance on issues relating to the application of the principles of FASB ASC Topic 820, Fair Value Measurements; and a member of the AICPA Net Asset Value Task Force.

David received an M.S. in accounting from Brigham Young University’s Marriott School and his B.S. in accounting from Brigham Young University.

Troy is Ontra's Founder and Chief Executive Officer. He has led the company from inception to becoming the market-leading provider of contract automation and intelligence to the private markets. Ontra now has over 350 employees, offices in North America, Europe, and Asia, and investors such as Blackstone and Battery Ventures. Prior to Ontra, Troy worked in private equity investing at H.I.G. Capital, where he made majority buyout investments in middle-market companies in financial technology and logistics. Earlier, he worked in management consulting at Monitor Deloitte, where he focused on M&A due diligence and integration. Troy is an active mentor through Big Brothers Big Sisters, Los Angeles (BBBSLA). Troy holds a B.A. from New York University. Based in Los Angeles, Troy enjoys sailing, biking, reading, and spending time with his wife and two kids.

Michael Normyle is a U.S. Economist and Senior Director at Nasdaq. As part of the Economic Research team, he works with the Chief Economist in helping clients internally and externally understand the market implications of macroeconomic developments and forecasts.

Michael has over 10 years of experience in macroeconomic research. Prior to joining Nasdaq in 2022, he developed expertise in economic cycle forecasting, including business cycles and inflation cycles for the G20 economies, at the Economic Cycle Research Institute (ECRI). His work focused on identifying cyclical and structural economic trends and their implications for monetary policy and for country-specific, regional, and global macroeconomic outlooks.

Between his experience at Nasdaq and ECRI, Michael understands how macroeconomics works in the real economy and how it impacts markets.

Michael has a B.A. in Economics and an M.A. in Applied Economics, both from Johns Hopkins University.

Ishan Gammampila is the Chief Data & Analytics Officer in the Operational Excellence Practice. He joined Apax Partners in 2021 and is currently based in New York.

Prior to joining Apax Partners, Ishan co-founded Beacon Data where he led a team of data engineers and scientists that helped companies solve business problems through advanced analytics, machine learning and artificial intelligence. His expertise includes strategic consulting and execution in the areas of system architecture, data engineering, predictive modelling, and other advanced approaches to data science.

Ishan holds an MSC in Industrial Engineering & Operations Research from Columbia University and a BSC in Production Engineering from the University of Peradeniya in Sri Lanka.