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1. 1
Ejim Peter Achi, Shareholder, Greenberg Traurig
Ejim Achi represents private equity sponsors in connection with buyouts, mergers, acquisitions,
divestitures, joint ventures, restructurings and other investments spanning a wide range of
industries and sectors, with particular emphasis on technology, healthcare, industrials, consumer
packaged goods, hospitality and infrastructure.
Rukaiyah Adams, Chief Investment Officer, Meyer Memorial Trust
Rukaiyah Adams is the chief investment officer at Meyer Memorial Trust, one of the largest
charitable foundations in the Pacific Northwest. She is responsible for leading all investment
activities to ensure the long-term financial strength of the organization. Throughout her tenure as
chief investment officer, Adams has delivered top quartile performance; and beginning in 2017, her
team hit its stride delivering an 18.6% annual return, which placed her in the top 5% of foundation
and endowment CIOs. Under the leadership of Adams, Meyer increased assets managed by diverse
managers by more than threefold, to 40% of all assets under management, and women managers by
tenfold, to 25% of AUM, proving that hiring diverse managers is not a concessionary practice.
Before joining Meyer, Adams ran the $6.5 billion capital markets fund at The Standard, a publicly
traded company. At The Standard, she oversaw six trading desks that included several bond
strategies, preferred equities, derivatives and other risk mitigation strategies. Adams is the chair
of the prestigious Oregon Investment Council, the board that manages approximately $100 billion
of public pension and other assets for the state of Oregon. During her tenure as chair, the Oregon
state pension fund has been the top-performing public pension fund in the U.S. The top-of-class
performance was made possible by a series of strategic changes, overseen by Adams, that
boosted returns and decreased risk.
Adams serves on the board of directors of the Albina Vision Trust, the Self Enhancement, Inc.
Foundation and Oregon Public Broadcasting, where she also serves on the investment committee.
She has engaged in pro bono legal work on behalf of the Lawyers Committee for Civil Rights,
the Homeless Prenatal Program in San Francisco, and the Children’s Defense Fund. Her 2016
Ted Talk—A Homegirl’s Guide to Being Powerful—about her path to becoming a more thoughtful
investor and the role of investment capital in achieving social justice has more than 10,000 views.
Adams holds a BA with academic distinction from Carleton College, a JD from Stanford Law School,
where she was on the law and policy review and the co-president of the law student association,
and an MBA from the Stanford Graduate School of Business, where she served as the CEO of
Challenge for Charity. She has received many accolades, but is most proud of being named a
Woman of Distinction by the Portland Business Journal in 2017.
ATTENDEE BIOS

2. 2
John Allen, President, John F. Kennedy Hyannis Museum
John Allen has been leading the transformation of the John F. Kennedy Hyannis Museum for 7
years. Today, the museum is the fourth major attraction on Cape Cod, and has a robust civics
focused education program for all grades of school. Additionally, they plan to open a Community
Room in March 2020, where they will be hosting cultural programs as well as youth and adult civics
education programs.
Marissa Andrada, Chief Human Resource Officer, Chipotle Mexican Grill
Marissa Andrada is CHRO of Chipotle, where she applies her strong skills in organization,
management, HR development, strategy in turnaround, start-up, and high growth scenario to
increase the efficiency of the company. Andrada comes to Chipotle from Kate Spade & Company,
where she served as senior vice president of human resources and chief human resources officer.
In this capacity, she was responsible for positioning the company and its culture for growth,
including developing and implementing plans to recruit top-tier executive and design talent for the
global, multi-channel lifestyle brand. Prior to joining Kate Spade, Andrada held several senior level
positions in human resources at Starbucks, most recently serving as senior vice president, partner
resources for the Americas, where she led innovation and strategy for retail employee programs
including employee experience, engagement and compensation. Earlier in her career, Andrada was
head of human resources for Red Bull North America and division human resources manager for
PepsiCo/Pizza Hut. Andrada holds a BSBA from California State Polytechnic University-Pomona and
an MBA from Pepperdine University.
Caroline Atkinson, Senior Advisor, RockCreek
Caroline Atkinson is a senior advisor to RockCreek and was most recently head of global policy for
Google, where she advised Google’s leadership on policy issues and led Google’s work with policy
makers, government officials, and key political stakeholders. Prior to joining Google, Atkinson
served as President Barack Obama’s Deputy National Security Advisor for International Economics.
As the President’s senior international economic advisor, Atkinson supported the President at
major international economic summits and coordinated the policymaking process for international
economic affairs. During her tenure, she was the US “sherpa” at G7 and G20 summits, and helped
drive global agreement on a diverse set of issues, including global trade, employment, climate
change and the response to the Ebola crisis. Before working directly for President Obama, Atkinson
held senior roles at the International Monetary Fund, the U.S. Treasury Department, and the Bank
of England, and worked as a journalist for The Washington Post, The Economist, and The Times of
London. She holds a BA in politics, philosophy and economics (PPE) from Oxford University.
Robert Atkinson, President, Information Technology and Innovation Foundation
Dr. Robert D. Atkinson is one of the country’s foremost thinkers on innovation economics. He has
conducted ground-breaking research on technology and innovation and authored three books,
including Big is Beautiful: Debunking the Mythology of Small Business (MIT Press, 2018). Atkinson
is a sought-after speaker and valued adviser to state, national, and international policymakers on
topics ranging from tax policy to advanced manufacturing, productivity, and global competitiveness.
As founder and president of the Information Technology and Innovation Foundation (ITIF),
recognized as the world’s top think tank for science and technology policy, Atkinson leads a prolific
team of policy analysts and fellows that is successfully shaping the debate and setting the agenda
on a host of critical issues at the intersection of technological innovation and public policy. Before
founding ITIF, Atkinson was vice president of the Progressive Policy Institute (PPI) and director of
PPI’s Technology & New Economy Project. He received his master’s in urban and regional planning
from the University of Oregon and was named a distinguished alumnus in 2014. He received his
PhD in city and regional planning from the University of North Carolina at Chapel Hill in 1989.

3. 3
Mark Attanasio, Co-Founder and Managing Partner, Crescent Capital Group
Mark Attanasio is the co-founder and managing partner of Crescent Capital Group, as well
as chairman and principal owner of the Milwaukee Brewers. Founded in 1991, Crescent is
an employee-owned alternative asset manager and SEC-registered investment advisor with
approximately $25 billion in assets under management and over 160 employees. Attanasio holds
positions on several nonprofit boards, including Heal the Bay, the Los Angeles County Museum
of Art (LACMA), and Harvard-Westlake School. In addition, Attanasio served on the President’s
Leadership Council at Brown University for a decade. He is currently chairman of the Major League
Baseball (MLB) Investment Committee, as well as a member of the executive council and labor and
revenue sharing definition committees. He received an AB from Brown University and a JD from
Columbia University School of Law.
Angelita Baeyens, Program Director, Advocacy And Litigation, Robert F. Kennedy Human Rights
Angelita Baeyens joined Robert F. Kennedy Human Rights as programs director of advocacy
and litigation in June 2014. Baeyens is the lead attorney in over a dozen cases before the
Inter-American system of human rights, including cases on freedom of expression, enforced
disappearance of human rights defenders, and violence against women in the Americas. She
previously served at the United Nations as the political affairs officer in the Americas division of
the UN Department of Political Affairs in New York from March 2012 to May 2014. Baeyens also
worked as a human rights officer in the Inter-American Commission on Human Rights (IACHR) in
Washington DC since 2006. In 2008, she became the special assistant to the executive secretary,
and starting in 2009, she also served as the coordinator of the Office of the Rapporteur on Human
Rights Defenders of the IACHR. Baeyens has served as an adjunct professor of law at Georgetown
University Law Center since 2012. A dual Belgian and Colombian citizen, she holds a law degree
from the University of Ibague (Colombia) and an LLM in international human rights law from the
University of Notre Dame. Baeyens is fluent in Spanish, French and English.
Ryan Bailey, Head of Investments, Children’s Health System of Texas
Ryan Bailey is the head of investments at Children’s Health System of Texas, where he oversees
$1.7 billion in assets. Bailey and his team are responsible for creating and managing the
investment strategy for the hospital’s pension, foundation, operating cash, and long term pools.
As the hospital’s inaugural investment officer, he established the department, designing and
implementing the systems, processes, and governance structures required in the formation of a top
tier endowment office. Prior to Children’s Health, Bailey served as investment officer and interim
CIO of the Meadows Foundation. In this capacity, he drove the due diligence process, aided the
development of strategic asset allocation, and constructed and implemented investment strategy
to achieve competitive performance. In 2000, he founded a trading company located at the World
Trade Center One and later, after surviving the events on 9/11, relocated to Dallas, Texas. Bailey
currently serves as a director on the board of Blue Dolphin Energy (BDCO), board member for
the Texas Hedge Fund and is an angel for the Texas Wall Street Women. He graduated from Yale
University with a BA in economics and holds a number of certifications including: chartered financial
analyst (CFA), financial risk manager (FRM), chartered alternative investment analyst designation
(CAIA), and chartered market technician (CMT) designations.
Peter Barbey, Owner, The Village Voice
Peter D. Barbey is owner of the Village Voice in New York and president & CEO of the Reading
Eagle Company in Pennsylvania, following a long family tradition of publishing which dates back to
1796. Reading Eagle Company owns Reading Eagle and South Schuylkill News newspapers, WEEU
AM radio, Pretzel City Productions and REP printing. Barbey has long given his time to civic and
charitable committees, notably Robert F. Kennedy Human Rights of which he is a member of the
board. Along with his wife, Pamela, he runs the Edwin Barbey Charitable Trust which funds human
rights, arts, medical and other causes in Pennsylvania, New York and throughout the United States.

4. 4
Andrew Barous, Managing Director, New Mountain Capital
Andrew Barous joined New Mountain in 2006 as managing director. Barous previously served
as a small-business advisor and community development volunteer with the Peace Corps in
the Kingdom of Tonga, South Pacific. He is a member of Omicron Delta Epsilon, International
Economics Honorary Society, and received his BA in economics from Hamilton College in 2001.
Paul Barrett, Deputy Director, Center for Business & Human Rights, New York University Stern
School of Business
Paul Barrett joined the Center as deputy director in September 2017 after spending more than
three decades as a journalist and author focusing on the intersection of business, law, and society.
Most recently, Barrett worked for 12 years for Bloomberg Businessweek magazine, where he
served at different times as the editor of an award-winning investigative team and a writer covering
topics such as energy and the environment, military procurement, and the civilian firearm industry.
From 1986 to 2005, he wrote for The Wall Street Journal, serving as the newspaper’s Supreme
Court correspondent and later as the page one special projects editor. He is the author of four
critically acclaimed nonfiction books, the most recent of which are GLOCK: The Rise of America’s
Gun (2012), a New York Times Bestseller, and LAW OF THE JUNGLE: The $19 Billion Legal Battle
Over Oil in the Rain Forest and the Lawyer Who’d Stop at Nothing to Win (2014). Both of those
books have been optioned for Hollywood movies. Since 2008, he has served as an adjunct
professor at New York University School of Law. He co-teaches a seminar called “Law, Economics,
and Journalism,” in which students learn to analyze social issues with the tools of those three
professions. Barrett has a JD from Harvard Law School and an AB from Harvard College.
Michael Barrow, Director General, Asian Development Bank
Michael Barrow is director general for Asian Development Bank’s (ADB) private sector operations
department handling all of the Bank’s private infrastructure and financial institutions investments,
lending and guarantees. Barrow is concurrently on the board of Asian Climate Partners, a climate
change-focused private equity fund established in Hong Kong. Prior to joining ADB in 2003,
Barrow worked for the Deutsche Bank group over the course of 15 years in London, Tokyo and
Singapore, lastly as both director of project finance and transportation, with a project finance and
PPP focus. He was senior vice president in the structure finance department of Sumitomo Mitsui
Banking Corp. in Singapore handling project financing. Barrow was educated at the Lycee
Internationale in Paris, France after which he obtained an MA in oriental studies from Oxford
University in England.
Milton Berlinski, Managing Partner, Reverence Capital Partners
Milton Berlinski co-founded Reverence Capital in June 2013 after concluding a 26-year career
at Goldman Sachs, which he joined in 1986 and where he served as a founding member of the
financial institutions group in investment banking, focusing on banks, consumer and commercial
finance companies, asset management, insurance and capital markets. He also served as head
of strategy and corporate development in the period after Goldman Sachs’ IPO, assisting the
executive office and division leaders to create and execute a strategy to build out Goldman Sachs’
global footprint. For the final 10 years of his Goldman Sachs tenure, Berlinski had global
responsibility for coverage of the firm’s financial sponsor and hedge fund clients, overseeing a
dramatic increase in revenue from the business and working alongside Goldman Sachs’ merchant
banking team on co-investment opportunities in transactions involving the firm’s clients. Berlinski
has led or executed over 130 transactions in financial services across all sectors, including
numerous strategic acquisitions by Goldman Sachs itself. Berlinski was also a member of the
operating committee and the compensation committee during his time at the firm. He received a
BA in engineering from California State University, Northridge and an MBA from Wharton. Berlinski
serves on the board of directors for Victory Capital, Kabbage, Russell Investments, Diamond
Resorts, and Venerable Holdings (HoldCo).

5. 5
Lorenzo Bernasconi, Senior Associate Director, Rockefeller Foundation
Dr. Lorenzo Bernasconi joined The Rockefeller Foundation in 2013. As senior associate director,
he is responsible for the Foundation’s innovative finance and impact investing portfolio. His work
focuses on identifying and shaping new financing solutions that unlock private sector capital to
address the world’s most critical problems with a focus on the Foundation’s dual goals of building
resilience and promoting inclusive economies. Prior to joining The Rockefeller Foundation,
he worked at Dalberg Global Development Advisors, the Boston Consulting Group and in the
Investment Banking division of UBS. Bernasconi holds dual Ecuadorian and Swiss citizenship. He
received a bachelor’s degree in economics at the London School of Economics, completed a PhD
at Cambridge University and a post-doctoral fellowship at Columbia University’s Earth Institute. He
sits on the board of Spring Bank, a Bronx-based community bank focused on the underbanked
communities of New York City.
Melanie Brensinger, Founder and Managing Partner, Anagenesis Capital Partners
Melanie Brensinger has over 19 years of experience in the leveraged buyout market originating,
underwriting, and managing senior debt, junior capital, and equity investments. Prior to founding
Anagenesis in 2015, Brensinger was a managing director and senior originator at GE Capital’s
Healthcare Financial Services (HFS) where she was responsible for originating and underwriting
financings for private equity led healthcare buyouts. During her tenure at GE, Brensinger originated
and closed over 48 new healthcare deals and many other participant transactions aggregating
over $2 billion in deal volume. Prior to joining GE Capital, Brensinger was a director in the private
equity sponsor coverage team at Scotia Capital, where she originated and underwrote numerous
domestic and international leveraged buyouts in various industries.
In 2006, Brensinger established The PIT Foundation, a 501c3 nonprofit foundation, to provide
education to children in Kenya. In 2009, Brensinger was nominated by her peers and selected
to receive the Gerald L. Phillippe Award in recognition of her extraordinary record of volunteer
service. She was one of only nine recipients selected in 2009 for this recognition from over
300,000 GE employees around the world. In 2012, Brensinger was nominated and selected for the
GE Women in Commercial Program.
Paul Blank, Chief Operating Officer, Kayne Anderson Capital Advisors
Paul Blank is a partner, chief operating officer and head of strategic planning and external affairs
at Kayne Anderson Capital Advisors. In his role, Blank is a senior member of the firm’s executive
team and serves on each of the firm’s investment committees. Blank is the co-portfolio manager
of Kayne Anderson Non-Traditional Investments (KANTI), the firm’s fund which invests across the
Kayne platform. Additionally, he serves as a liaison between senior management, investment teams
and sales and marketing group providing strategic positioning and guidance on development
opportunities for the firm. Blank is also responsible for external and internal communications and
public affairs. Prior to re-joining Kayne Anderson, he was a partner at the multi-media firm Joe
Trippi & Associates where he provided senior strategic counsel, media relations and campaign
management to corporations, nonprofits, unions and political leaders worldwide. He helped
pioneer the use of cutting-edge technologies in communications campaigns and served in
leadership positions on two presidential campaigns and as a senior adviser to Governor Jerry
Brown’s successful 2010 gubernatorial election. Early in his career, Blank worked at Kayne
Anderson as a junior analyst, mainly focused on energy infrastructure. Blank graduated magna cum
laude with a BA in political science from Duke University and is a cum laude graduate of Phillips
Exeter Academy.
Adam Blumenthal, Managing Partner, Blue Wolf Capital Partners
Adam Blumenthal was the founding partner of Blue Wolf in 2005. He has served on the board of
directors of numerous middle market companies over the course of three decades. Currently, he
serves on the board of directors of Finch Paper Company LLC, Twin Rivers Paper Company, Elara
Caring, StateServ Holdings, LLC, and Fox Rehabilitation.
From 2011 through 2017, Blumenthal was a trustee, and chair of the investment committee of the
UAW Retiree Medical Benefits Trust, a $60 billion fund that pays retiree health benefits for over

6. 6
700,000 UAW employees of Ford, Chrysler and General Motors. Blumenthal served as first deputy
comptroller and chief financial officer for New York City Comptroller William C. Thompson, Jr. from
2002 to 2005. In this capacity, he oversaw the capital markets activities of the Comptroller’s office,
including overseeing the City’s debt issuance, managed the assets of the New York City Retirement
Systems, and issued budget, financial, and economic analyses. During Blumenthal’s tenure, the
City’s pension assets increased from $65 billion to $85 billion, primarily as a result of strong
investment gains. Blumenthal received a BA, magna cum laude from Harvard College, and an MBA
from the Yale School of Management (SOM). From 2004 to 2007, he served on the Yale SOM’s
Board of Advisors, and is currently a member of the advisory board for Yale’s International Center
for Finance. In 2009, he was named a Donaldson Fellow at the Yale SOM. Blumenthal has been a
trustee of, and chairman of the investment committee of the Nathan Cummings Foundation and the
Community Service Society of New York.
Joseph Boateng, Chief Investment Officer, Casey Family Programs
Joseph Boateng is the chief investment officer at Casey Family Programs where he is responsible
for managing the foundation’s $2.2 billion endowment. Before joining Casey, he was a member
of the Johnson & Johnson Investment Committee, responsible for managing over $17 billion in
employee benefit assets worldwide. He also spent 13 years at the Xerox Corporation where he was
a key member of the trust investment team that managed $10 billion in assets. In addition to his role
at Casey, Boateng is chair of the Investment Advisory Committee for the Seattle City Employees’
Retirement System, a member of The Seattle Foundation’s Investment Committee, and a member of
the CREF Board of Trustees and board member of Indianapolis-based Lumina Foundation. He also
serves on the advisory councils of NASP Africa Institutional Investors and the African Private Equity
and Venture Capital Association. Boateng received his MBA degree from UCLA. He is an alumnus
of the Saïd Business School at Oxford, a certified public accountant, and a CFA charterholder.
Anne Donovan Bodnar, Chief Administrative Officer & Head of Human Resources,
Willis Towers Watson
Anne Donovan Bodnar previously served as chief administrative officer at Towers Watson,
beginning in 2010. During that time, she was a member of the management committee, co-led the
company’s continuous improvement initiatives, cosponsored the inclusion and diversity agenda,
and oversaw the marketing, HR, office services, and internal change and communication functions.
From 2001 to 2010, she was managing director of HR at Towers Perrin. Earlier in her career, she
held various HR and consulting positions at Towers Perrin as well as several operational and
strategic planning roles at what is now JPMorgan Chase. Bodnar is a member of the International
Women’s Forum, having served on the New York chapter board from 2014-2017. She is an
independent trustee of a New York-based private family office with charitable activities in the arts
and education, and is currently on the Smith College Museum of Art Visiting Committee. Bodnar
holds a bachelor’s degree from Smith College and an MBA from Harvard Business School.
Charles Boorady, Founding Managing Director, Health Catalyst Capital
Leveraging over 30 years of experience with publicly-traded and private healthcare company
investment and information technology business reengineering activity, Charles Boorady leads a
firm that invests in entrepreneurial teams building high growth healthcare information technology,
InsureTech and technology-enabled healthcare service businesses that improve the human
condition and value. Past firms include Credit Suisse, Goldman Sachs, Citi and Accenture. Prior
achievements include lead analyst on the Anthem demutualization and IPO and No. 1 ranking by
Institutional Investor Magazine for his coverage of managed care. HCC is independent and not
affiliated with a consultancy or investment bank. Investors in HCC include institutional investors and
leading healthcare corporations with strategic interest in market-leading and disruptive businesses.
Boorady was a founding advisory board member of The Oliver Wyman Health Innovation Center
which evolved into the Leaders’ Alliance.

7. 7
Julian Bostic, Senior Vice President, Vista Equity Partners
Julian Bostic, who joined Vista Equity Partners in 2018, is responsible for leading Vista’s investor
engagement and development efforts throughout the Midwest and Texas. Prior to joining Vista,
Bostic worked as a managing director and client advisor in the institutional client group at
Neuberger Berman, where he focused on corporations, public funds, endowments and foundations,
and family offices in the Midwest and Texas. Before his time with Neuberger Berman, Bostic spent
13 years at J.P. Morgan Asset Management, where he served as a client advisor in the institutional
Americas group and as a portfolio manager in the private equity group.
Todd Bowen, Shareholder, Greenberg Traurig
Todd E. Bowen focuses his practice on corporate financing and related matters, with an emphasis
on leveraged buyout debt financing, dividend recap financing, and cross-border financing. His
clients include private equity sponsors, leveraged buyout funds and debt investment funds, as well
as other issuers of U.S. and international debt and equity securities.
Maria Boyazny, Founder & Chief Executive Officer, MB Global Partners
Maria Boyazny is the founder and CEO of MB Global Partners, a New York-based private equity
firm focused on credit and special situations investing. MB Global runs capital on behalf of Fortune
100 companies, foundations, pension funds, insurance companies and family offices. Boyazny
has been named as one of the Top Five Most Influential Women in Alternative Investing, among
other recognitions. She is the author of several publications, a frequent conference speaker
and media commentator for the Wall Street Journal, Fox Business, CNN, Bloomberg TV, among
others. Previously, Boyazny was a managing director and portfolio manager at Siguler Guff & Co.
overseeing its flagship Distressed Opportunities Funds I, II, III and IV from inception to assets of
$4.5 billion over 10 years. Over the years, she has served on advisory boards of many leading asset
management firms investing in the U.S., Asia and Europe. She earned her BS in economics and
minor in mathematics from the Wharton School and an MBA from Columbia University.
Mary Beth Boyle, Senior Associate, RockCreek
Mary Beth Boyle is a senior associate at RockCreek. Prior to this, she was a marketing manager at
Guggenheim Investments and a marketing analyst at Loomis, Sayles & Company. Boyle has her BA
and an MA from Wake Forest University and her MBA from Boston College.
Kevin Brady, Director, SCS Financial
Kevin Brady joined SCS Financial Services in 2018. He has over 18 years of client facing experience
in the wealth management business, starting his career in Palo Alto, CA, at Smith Barney in 2000,
facilitating stock plans for Fortune 500 companies. In 2004, Brady transitioned to UBS AG in San
Francisco and New York as a client advisor working with international families and entrepreneurs,
overseeing the Asia offshore business as a director for the Private Bank. In 2013, he transitioned his
business to Morgan Stanley as a senior vice president within international wealth management in
Beverly Hills, CA until recently when he saw a huge market segment gap and approached SCS with
an opportunity to create a sports and entertainment vertical in Los Angeles parallel to the existing
core entrepreneur clientele of the firm. He has a bachelor in business from the University of San
Diego.
Peter Braffman, Private Markets Investment Committee Member, Managing Director,
GCM Grosvenor
Peter Braffman is a member of the GCM Grosvenor Private Markets Investment Committee and
serves on the Global Investment Council. Braffman leads the real estate investment practice and
is responsible for real estate sourcing and underwriting activities. Prior to joining GCM Grosvenor,
Braffman was a partner in the customized fund investment group of Credit Suisse Group AG.
Previously, he was a senior vice president at Zurich Alternative Asset Management, where he

8. 8
was responsible for sourcing, underwriting and executing U.S.-based real estate investments.
Prior to joining Zurich Alternative, Braffman was a vice president at Goldman Sachs Merger and
Strategic Advisory Group, where he advised corporate clients on structured real estate valuations,
monetizations and dispositions of their directly owned and used assets. Prior to joining Goldman
Sachs, he was an associate at Kirkland & Ellis LLP and focused on merger, securities and asset-
backed law. Braffman holds a BA in biology and history from the University of Rochester, an
MBA from Northwestern University Kellogg School of Management, and a JD from Northwestern
University School of Law.
David Breach, Chief Operating Officer and Chief Legal Officer, Vista Equity Partners
David A. Breach is the COO and chief legal officer of Vista Equity Partners, a U.S.-based investment
firm with offices in Austin, Chicago, New York City, Oakland, and San Francisco and more than
$46 billion in cumulative capital commitments. Vista’s investment strategies include private equity,
permanent capital, credit, and public equity, focused exclusively on enterprise software, data, and
technology-enabled organizations. Breach joined Vista in 2014, as a principal, and sits on Vista’s
Private Equity Funds’ Investment Committees. He also sits on the boards of Vista portfolio companies
Solera, Mediaocean, and Vertafore.
Prior to joining Vista, Breach worked as a senior corporate partner with the law firm Kirkland & Ellis,
where his practice focused on the representation of private equity funds in all aspects of their business.
Breach was a member of Kirkland & Ellis 15-person Global Executive Management Committee and was
a founding partner of its San Francisco office. During his tenure, Kirkland’s northern California practice
grew to approximately 130 lawyers. Breach received numerous professional accolades while at Kirkland,
including being named a “Law 360 MVP of the Year” for Private Equity in 2013 and a Chambers “Tier 1”
rated lawyer for Private Equity Mergers and Acquisitions.
Breach is a member of the State Bars of California, Illinois, and Michigan. He earned a BBA in
marketing from Eastern Michigan University and his JD from the University of Michigan, graduating
magna cum laude, Order of the Coif. He resides in the Bay Area and sits on the San Francisco
Advisory Board of Sponsors for Educational Opportunity, and organization focused on helping
underrepresented groups access college, law school and legal, private equity and alternative
investments internships.
John Bremen, Managing Director, Human Capital and Benefits, Willis Towers Watson
John Bremen is a recognized global business leader, C-suite and board consultant, and thought
leader on the future of human capital, purpose-driven organizations, and the modernization of
human resources and Total Rewards programs. He serves as managing director of human capital
& benefits, as well as global co-leader of health & benefits. He is a member of the Willis Towers
Watson Global Human Capital and Benefits Leadership Team.
Bremen’s career began as a college intern, consulting to the world’s largest organizations on
complex human capital issues, which he continues to do today. He has led multi-year research
efforts on human capital issues and the future of the human resources profession. He co-founded
Willis Towers Watson’s CHRO Thinking Ahead Group, which was established to provide a forum
for innovative, disruptive, and early-adopting CHROs to share perspectives, conduct research, and
prioritize and collaborate on topics that are driving their global human capital business agendas.
Earlier in his career, he was a management consultant at Johnson & Higgins’ Sibson Consulting,
a member of the HR team at The Walt Disney Company, and later a partner at the Center for
Workforce Effectiveness. Bremen received an MBA from Northwestern University’s Kellogg
Graduate School of Management with majors in organizational behavior and management strategy.
He also holds a BA from Northwestern, including a special certificate in business institutions.
He has lectured on topics related to his field at several graduate schools of business, including
Northwestern University and the University of Chicago. Bremen has and continues to serve on a
number of industry, community, and advisory boards.

9. 9
Julia Brody, Partner, East End Advisors
Julia Brody is a partner at East End Advisors. Prior to joining East End Advisors, Brody was an
investment officer at the Metropolitan Museum of Art. Before that, she was a senior investment analyst
at the Carnegie Corporation of New York. Prior to Carnegie, Brody was a business analyst in the strategy
& operations service area of Deloitte Consulting. Brody graduated Phi Beta Kappa and cum laude from
Bowdoin College and received an MBA from the Stanford Graduate School of Business.
Tonio Burgos, Chief Executive Officer, TBA
Tonio Burgos—with five decades of business, government, civic involvement, and legislative affairs
experience—brings unique insight and comprehensive understanding of how to get results on
behalf of clients. A top rated consulting and lobbying firm in the tri state region, Washington, DC
and Puerto Rico, TBA has successfully worked with clients on a variety of projects in the public and
private sector for over 30 years. Burgos worked for Governor Mario Cuomo for 15 years. He served
as a commissioner of the Port Authority of New York and New Jersey and as a director of the Trans-
Hudson Corporation (PATH). Burgos also served as vice chairman of the NJ Economic Development
Authority, a board member of the NY School Construction Authority, as well as the treasurer of the
Camden, NJ Recovery Board.
He has served in many capacities and received numerous honors from charitable organizations and
educational institutions. Burgos is a member of the Board of Trustees of the New York City Police
Foundation, the Regional Plan Association (RPA) Board, and RFK Foundation. Lehman College
awarded him with an honorary Doctor of Laws Degree in 2015. Burgos received the RPA’s Lifetime
Leadership Award and the NJ Alliance for Action’s President’s Award. In 2017, he received the
Citizens Union Gotham Greats Award. He has served for over three decades as a member of the
Democratic National Committee (DNC) and in 2018, was elected to the DNC’s Executive Committee.
In June 2019, the National Parks of New York Harbor Conservancy elected him as chair. The Harbor
Conservancy oversees historic Federal Hall and is currently engaged in a campaign to restore and
preserve it for future generations.
Rich Caputo, Chief Executive Partner, The Jordan Company
Rich Caputo joined The Jordan Company (TJC) in 1990. Prior to TJC, Caputo was an analyst in
the Prudential-Bache’s High Yield Department. He currently serves on the board of directors of
American Fast Freight, American Freight, Borchers, Capstone, Harvey Gulf, Parts Authority and
Venari. Caputo holds a BA degree in mathematical economics from Brown University.
Jennifer Cardiff, Senior Investment Officer, New York State Common Retirement Fund
Following early career work in the retail securities industry, Jennifer Cardiff joined the New York
State Office of the State Comptroller in 1999, as an equities trader for the NYS Common Retirement
Fund’s internally managed public equities portfolio. She later served as a portfolio manager for the
Fund’s actively managed global public equities portfolio, and was involved in monitoring of the
Fund’s asset allocation. Currently a senior investment officer for the fund’s private equity portfolio,
Cardiff manages relationships that comprise a globally diverse mix of strategies and mandates. She
holds a BS in marketing and management with a concentration in finance from Siena College,
Loudonville, NY.

10. 10
Stephen Catera, Vice President, Siris Capital
Prior to joining Siris Capital in 2012, Stephen Catera was an investment banking analyst in the
leveraged finance group at Deutsche Bank Securities in New York where he worked on leveraged
loan and high yield issuance to fund leveraged buyouts, acquisitions, dividend recapitalizations and
refinancings. Catera graduated from Rutgers University, cum laude, where he received a BSc with a
concentration in finance.
Richard Charlton, Chairman, Emeritus, NEPC
Richard M. Charlton’s investment experience dates to 1972, when he initiated Michigan Bell’s
Pension Oversight District in anticipation of the requirements of ERISA. Charlton also prepared
financial regulatory testimony, and wrote his master’s seminar on pension fund performance
evaluation. He was elected assistant treasurer in February 1976, overseeing the financial modeling,
market research, economics, pension, and math research districts. After an assignment at
AT&T, Charlton joined Merrill Lynch Capital Markets in 1981, assuming the investment consulting
responsibility for over $25 billion in assets. With Merrill’s decision to leave the institutional
investment consulting market at the end of 1985, Charlton formed his own firm, New England
Pension Consultants—now NEPC, LLC—converting 100% of his clients in the process. During
the ensuing 30 years, NEPC has become one of the largest and most well-known investment
consulting firms in the industry, and now consults to over $1 trillion in assets, both on an advisory
and discretionary basis. Charlton has been influential in shaping NEPC’s impact investing
capabilities, including mission-related and environmental, social and governance (ESG) principles
based on a deep understanding of the role that these factors can play in many investment
programs. His undergraduate degree is in mechanical engineering from the University of Detroit,
and his MBA, with emphasis in statistics and finance, is from Wayne State University.
Adam Clammer, Founding Partner, True Wind Capital
Adam Clammer is a founding partner of True Wind, where he serves on the investment committee
and is responsible for all aspects of managing the firm. Prior to founding True Wind, Clammer was
with Kohlberg Kravis Roberts & Co. (KKR), which he joined in 1995. At KKR, Clammer founded and
led the global technology group from 2004 to 2013. He was also a senior member of the healthcare
group and participated in investments across multiple industries. He served on the board of
directors of AEP, Aricent, Avago (Broadcom), GoDaddy, Jazz Pharmaceuticals, Kodak, MedCath,
NXP Semiconductors and several private companies. Clammer currently serves as chairman of the
board of The Switch and ARI Network Services. He is also a director of Transflo and a director of
Nebula Acquisition Corporation, where he serves as co-CEO.
Prior to joining KKR, Clammer worked in the mergers & acquisitions group at Morgan Stanley
in New York and Hong Kong. He is also a trustee of the San Francisco Museum of Modern Art.
Clammer holds a BS in business administration from the University of California, Berkeley and an
MBA from Harvard Business School, where he was a Baker Scholar. He lives in San Francisco with
his wife and 3 children and is an avid surfer.
Evril Clayton, Deputy Director, New York State Common Retirement Fund
Evril Clayton is the deputy director of global equity. Clayton joined the investment team as a senior
investment officer in 2011. Prior to joining the investment staff, he served as a senior investment
analyst focusing on hedge funds and private equity strategies, as part of the investment team
at Rensselaer Polytechnic Institute which managed the billion dollar endowment and pension
plan of the institute. Clayton started his career at the former Merrill Lynch & Co’s Global Wealth
Management Division. He received an MBA from Clarkson University and a BS from the State
University of New York at Potsdam.

11. 11
Andrew Collins, Director of ESG Investing, San Francisco Employees’ Retirement System
Andrew Collins is director of ESG investing for the San Francisco Employees’ Retirement System
(SFERS). Previously, Collins was an ESG investment strategist with State Street Global Advisors,
and prior to that he was technical director of standards setting at the Sustainability Accounting
Standards Board (SASB). He has also held roles in environmental auditing and consulting, and
worked as a corporate sustainability manager for the Indian conglomerate Mahindra & Mahindra.
Collins holds a BS from Yale University.
Michael Conley, Senior Vice President, DYAL Capital
Michael Conley is senior vice president of Neuberger Berman and a member of the DYAL Capital
Partners Investment Team. Prior to joining DYAL, Conley was an assistant vice president at Partners
Group where he was responsible for business development and investment origination. Before
joining the Investment Solutions Team, he worked on the private equity team in Switzerland, sourcing
and executing secondary investments for Partners Group in Europe. Prior to Partners Group, Conley
worked at Lord, Abbett & Co. within both strategy and business development. Conley received an
MBA from Cornell University and a BS in finance from Pennsylvania State University.
Laureen Costa, Managing Director, JP Morgan Asset Management
Laureen Costa is a portfolio manager and a co-founder of the Private Equity Group (PEG) of
JPMorgan Asset Management. PEG manages broad programs focused on strategies such as
venture capital and leveraged buyouts. Programs dedicated to minority-owned and women-owned
businesses are also provided. Costa has more than 20 years of experience investing in private
equity. She earned a BA, phi beta kappa, magna cum laude, from Bucknell University and an
MBA from The Amos Tuck School of Business Administration at Dartmouth College. She is a CFA
charterholder and a member of the CFA Institute. Costa serves on numerous private equity advisory
boards as well as the board of The Center for Private Equity and Venture Capital at Tuck. She also
serves as a trustee at Bucknell University and sits on the investment committee of Serra Catholic
High School’s endowment (McKeesport, PA). When she is not working in NYC, Costa enjoys
spending time with family in Bristol, RI and Pittsburgh, PA.
Cian Cotter, Managing Director, Insight Partners
Cian Cotter is a managing director at Insight Partners. Cotter joined Insight in 2003 and leads
the firm’s capital markets and capital formation activities. He manages Insight’s inbound deal
flow from the banking sector and maintains relationships with the global investment banking
and capital markets communities. He also focuses on creating strategic outcomes for Insight’s
portfolio companies including IPO planning and execution, recapitalizations and M&A advisory.
Cotter leads Insight’s relationships with strategic acquirers in the software and Internet sectors and
helps strengthen corporate and business development activities on behalf of Insight’s portfolio
companies. As part of his leadership of Insight’s capital formation activities, he is responsible for
Insight’s relationships with potential and existing investors. He sits on the boards of Fenergo,
Mediaspectrum, Nymbus and Studio Moderna. Prior to joining Insight, Cotter was a product
marketing manager with Canon, Inc and a product strategy manager with Cable & Wireless, plc.
Cotter has a BBS from the University of Limerick, Ireland and an MBA from HEC, France.
Tim Crockford, Head of Impact Investing, Hermes Investment Management.
Tim Crockford joined Hermes in 2009 as a research analyst for the European Equities team
covering the resources, oil & gas, agricultural chemicals, capital goods and the technology sector.
He became lead portfolio manager of the Hermes Europe ex-UK Equity Fund in 2015 and joined
Andrew Parry in forming the impact team in August 2016, which launched the Hermes Impact
Opportunities Fund in December 2017, which Crockford also manages. Prior to joining Hermes,
Crockford worked at Execution Limited from July 2006 as a primary research analyst working on
major projects in the consumer, retail and financial services sectors, and then joined Sourcecap
as an analyst in May 2008. Crockford was raised and educated in Malta and graduated from the
University of Malta in 2006 with a bachelor of accountancy (Hons) degree, as well as a bachelor
of commerce degree. In 2016, he featured in Financial News’s 40 Under 40 Rising Stars of Asset
Management, an editorial selection of the brightest up-and-coming men and women in the industry.

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Patrick Cronin, Vice President Investor Relations, Vista Equity Partners
Patrick Cronin joined Vista Equity Partners in 2018. Cronin is responsible for project management
for Vista’s capital campaigns across investment strategies. Prior to joining Vista, Cronin worked as a
principal at Brooklands Capital Strategies, where he was responsible for project management and
distribution for the firm’s credit and special situations mandates. Before his time with Brooklands
Capital Strategies, Cronin worked as a vice president at Blackstone, where he managed limited
partner relationships and was responsible for strategic initiatives and new product development.
He has a BA in economics and African-American & African studies from the University of Virginia
and was a Jefferson Scholar.
Kristin Custar, Partner, The Jordan Company
Kristin Custar is a partner and head of the global investor capital group of The Jordan Company
(TJC). She is also a member of the firm’s executive committee. Custar joined TJC in 2007. Kristin
oversees all of TJC’s fundraising efforts, investor relations and general marketing activities. Prior to
TJC, she was the director of investor relations at First Reserve Corporation. Prior to First Reserve,
she spent two years working at GE Equity as a limited partner and four years at Arthur Andersen in
the transaction advisory group. Custar currently serves on the board of directors of Syndigo. Custar
received a BS in finance from the University of Illinois at Urbana and an MBA from the University of
Chicago Booth School of Business.
Sancia Dalley, Senior Vice President, Strategic Partnerships, Robert F. Kennedy Human Rights
Sancia Dalley leads private sector engagement and business development, while leading the
RFKCompass Investor Program, a network of 250 institutional investors and fund managers who
are committed to seeking superior risk-adjusted returns while considering human rights and the “S”
in ESG. Dalley has over fifteen years of experience in corporate social responsibility, philanthropy,
public-private partnership building and management, and global affairs.
Before joining Robert F. Kennedy Human Rights, she served under Ambassador Richard Holbrooke,
the former U.S. Ambassador to the United Nations, and Ray Chambers, the former United Nations
Special Envoy on Health Financing, where she led private-sector partnerships and financing in
Africa and Latin America. Concurrently, she served as the private sector liaison to the Roll Back
Malaria Global Partnership, the Board of the Global Fund to Fight HIV, Tuberculosis and Malaria,
and the Corporate Alliance on Malaria in Africa. Dalley earned her AB in international relations
and French at Wesleyan College in Macon, Georgia. She is the founder of Redlake Global LLC, a
boutique strategic philanthropy advisory group, and sits on the boards of Center for Active Design
(CfAD) in New York and Boardwalk Village Foundation in Negril, Jamaica.
Michelle Davidson, Managing Director, TorreyCove Capital Partners
Michelle Davidson manages TorreyCove Capital Partners’ client advisory activities and is a member
of the firm’s board of directors and executive and investment committees. She has over 30 years of
financial services experience, with the last 27 years focused exclusively on private equity. Prior to
founding TorreyCove, Davidson was a managing director at PCG Asset Management, LLC. During
her 12-year tenure she was strategically involved in the construction of CalPERS’s first private equity
program, including both partnership and direct investments. She also represented PCG Asset
Management on the UN Principles for Responsible Investment’s Private Equity Steering Committee.
Davidson was a consultant at a subsidiary of Deloitte & Touche, and spent six years at State Street
Corp. where she developed and managed the consulting unit of The PrivateEdge Group.
Earlier in her career, she worked for a regional accounting firm and was also involved in the pricing,
hedging and trading of mortgage-backed securities. She has extensive experience in all aspects
of private equity investment, including portfolio management, legal terms expertise and strategic
program development, and sits on various partnership advisory committees. Davidson is a certified
public accountant (inactive) and earned a bachelor of science in business administration with a
concentration in finance from San Diego State University, where she graduated with honors, and
also studied chemical engineering and economics at the University of California, Santa Barbara.
Davidson is a chartered alternative investment analyst.

13. 13
Stephen DeCherney, Clinical Professor Of Medicine, University of North Carolina - Chapel Hill
Stephen DeCherney, MD, MPH is a professor of medicine, and former professor (adjunct) in the
Kenan-Flagler School of Business, UNC-Chapel Hill. Prior to joining the faculty at UNC, DeCherney
worked at Quintiles Transnational Corporation. DeCherney held two executive roles there:
president of global clinical research organization and chief innovation officer. DeCherney’s divisions
included approximately 10,000 staff spread among 50 countries.
DeCherney is a director of Health Decisions, Inc, and a senior advisor to Anagenesis Capital
Partners, Inc. He was an independent director of Theorem Clinical Research Company, on which he
sat on the audit committee. From 2008-2010, he was a member of the board of Symyx Corporation,
as an independent director on the audit committee. In October 2008, he was elected as a trustee
of the William Harvey Research Institute, Queen Mary Medical College, St .Barts and the London
Hospitals, University of London. He was only one of two American senior advisors of the London
School of Hygiene and Tropical Medicine, University of London and a senior advisor to the London
Genetics Company. He serves as chair of the University of Delaware Research Foundation, a
trustee of the Christiana Care Health System, Delaware, and was a member of the Board of
Trustees of Farmer Food Share and chairman of the finance subcommittee.
A research physician, named to the Best Doctors in America, who is board certified in internal
medicine and endocrinology/diabetes/metabolism, DeCherney’s research background includes
four and a half years at the National Institutes of Health (NIH), followed by 11 years in various
management roles in the Christiana Care Health System in Wilmington, Delaware. While there,
he was the principal investigator for more than 100 clinical trials. During the same period, he
also served as an associate professor at both the University of Delaware and Thomas Jefferson
University. He left Christiana Care Health System to become EVP of Global Clinical Operations at
PRA International, where he remained until joining Quintiles. DeCherney is author or co-author of
over 100 publications.
DeCherney is a graduate of Columbia University in New York City where he received a BA in
biology. He was awarded the Columbia College Alumni Achievement Award granted to the senior
adjudged most outstanding in qualities of mind, character, and service to the college. He received
his medical degree from Temple University in Philadelphia, and completed his internal medicine
residency at the Graduate Hospital of the University of Pennsylvania. DeCherney received his
endocrinology training at Vanderbilt University and earned an MPH, healthcare management, from
Columbia University School of Public Health.
Brian Deese, Managing Director, BlackRock
Brian Deese is the managing director and the global head of sustainable investing at BlackRock.
The sustainable investing team is focused on identifying drivers of long-term return associated
with environmental, social and governance issues, integrating them throughout Blackrock’s
investment processes, and creating solutions for our clients to achieve sustainable investment
return. Previously, Deese worked in the White House under President Obama where he was the
president’s senior advisor for climate and energy policy, helping to negotiate the Paris Climate
Agreement and other national and international initiatives. Early on in the Obama administration,
Deese was one of the key architects in the resurgence of the auto industry after the financial crisis.
He also served as deputy director of the National Economic Council and deputy director of the
Office of Management and Budget. Most recently, he has been providing advice to institutions
interested in sustainable investing strategies and lecturing at the Kennedy School of Government
at Harvard University. Deese earned a JD from Yale Law School and a BA from Middlebury College.
He lives in Brookline, Massachusetts.
Lynn Delaney, Senior Adviser and Executive Director, Robert F. Kennedy Legacy, Robert F.
Kennedy Human Rights
Lynn Delaney is a senior adviser and the executive director of RFK Legacy, Awards, and Special
Projects. With over 20 years of management experience, Delaney has worked in every area of
Robert F. Kennedy Human Rights: overseeing the day-to-day operations as well as working with staff
and Board on planning, budgeting, fundraising and program activities; steering awards committees;
and organizing events and ceremonies at venues from the Newseum to the White House.

14. 14
During Delaney’s tenure, she has created new revenue streams, including an annual golf
tournament, a yearly membership drive and an online auction that now averages over a million
dollars a year in income. She has participated in delegations on a variety of issues to countries
including Brazil, South Africa, Cuba, Mexico, Northern Ireland, and Japan. Her work on a proposal
to the Ford Foundation resulted in a significant grant to train and then lead a student delegation to
the United Nations Conference on Discrimination, Racism and Xenophobia in Durban, South Africa
where she exposed 12 college students to the UN system and facilitated their participation in a
student task force on discrimination. A graduate of Trinity College and Harvard Business School’s
nonprofit management course, Delaney is a member of the National Society of Fundraising
Executives and has served on advisory councils for the Mt. Carmel Shelter for Women, The National
Underground Railroad, and the Friends of the University of Natal, South Africa.
Kristin DePlatchett, Managing Partner, Kraken Capital
Kristin DePlatchett is the founder of Kraken Capital, which provides private equity-focused
advisory services and customized separate accounts for institutional investors, as well as bespoke
consulting services for private equity general partners. DePlatchett is an experienced private equity
investor and has worked across fund underwriting, secondary transactions, and co-investments
for the last 13 years. Prior to founding Kraken Capital, she spent nine years at StepStone Group,
a global private markets firm providing customized investment, portfolio monitoring and advisory
solutions to some of the most sophisticated investors in the world. She was most recently
managing director at StepStone Group. She joined StepStone in mid-2008, moved to New York
in October 2010 to help StepStone expand its New York presence, and led coverage of the US
middle market buyout and energy sectors. She was also a key person in StepStone Secondaries
Opportunities Fund III, a 2017 vintage year secondaries-focused commingled fund that closed at
its hard cap of $950 million. In addition to her responsibilities on the investment team, she worked
closely with a number of StepStone’s advisory clients on their private equity portfolio construction,
asset allocation, and manager selection, and co-led recruiting, staffing, and training for StepStone’s
New York office.
Prior to StepStone, she served on the investment team at Fort Washington Capital Partners Group,
a Cincinnati-based fund-of-funds. Before entering the private equity investment arena, she spent
two years working across public equities research and derivatives trading. She graduated Phi
Beta Kappa from the University of North Carolina where she played on the women’s soccer team,
winning two NCAA National Championship titles and four ACC Tournament Championships. She
also played professional soccer for the Atlanta Beat of the Women’s United Soccer Association
(WUSA). She is a PADI-certified scuba diver, an avid traveler and squash player, and a pod leader
for Parity Partners’ Professional Program, an organization focused on supporting and elevating
female and minority leadership in the financial services and technology industries.
Mark DeVincentis, Managing Director, Crescent Capital Group
Mark DeVincentis is a managing director and member of the management committee of Crescent
Capital Group where he has been a member of the team since 2009. DeVincentis is responsible
for business development focusing on strategic partnerships with institutional plan sponsors.
Prior to joining the Crescent team he was a member of the leverage finance group at the Trust
Company of the West. Previously he was a founding partner of the growth equity firm, Sparta Asset
Management and also associated with Lazard Freres. DeVincentis is very active in the nonprofit
community. He is a member of Best Buddies’ Board of Directors and of the Leadership Council for
Robert F. Kennedy Human Rights. He also serves on the advisory boards of the Loveall Foundation
for Children and Team Irish Micky Ward Charities. DeVincentis received a BA in business
administration from Framingham University and an MBA from Seton Hall University.
Elena Devoy, Vice President, TPG
Elena Devoy is a vice president at TPG based in New York, where she works in fundraising, most
recently on the firm’s Asia private equity funds. Prior to joining TPG in 2013, Devoy worked in
investment banking at Bank of America Merrill Lynch in the mergers & acquisitions group. She
graduated magna cum laude with a BS in finance from New York University.

15. 15
Amy DeVylder, Director, Human Capital and Benefits, Willis Towers Watson
Amy DeVylder is a director in Willis Towers Watson’s Human Capital & Benefits (HCB) segment,
and co-founded Willis Towers Watson’s CHRO Thinking Ahead Group – a forum for innovative,
disruptive, and early-adopter CHROs to share findings, conduct research, and prioritize and
collaborate on topics that are driving their global human capital business agenda. She has spent
a good portion of her career working with complex global organizations to connect their purpose
with their customer experience as well as the experience of their talent through culture and human
capital programs.
Most recently, DeVylder has been heavily focused on working with organizations on purpose-driven
leadership and purpose-driven benefits, which includes articulating and connecting institutional
and individual purpose with key business processes and performance. She serves as theme
leader for HCB’s Sustainable Human Capital Management offering, as well as Inclusion & Diversity
market offering, and has a passion for developing healthy company cultures that include dignity,
psychological safety, ethical conduct, agility, and tolerance for risk-taking, as well as creating
supporting total rewards strategies and programs.
DeVylder has overseen the development of Willis Towers Watson’s Evolved Organization platform,
which focuses on practices of companies that enable them to thrive in disruptive environments,
embracing change by adopting mindsets to actively transform the way they approach work, talent,
wellbeing and total rewards in fast-paced and quickly-changing markets. She has co-authored
multiple articles on purpose, the evolved organization, sustainable human capital, benefits,
and total rewards. She has directed numerous large, complex, global assignments, and has a
demonstrated track record working with leaders and change. She resides in Connecticut with her
husband and three children. She is actively involved in the local community, loves to cook, and is a
graduate of Fairfield University.
Shauna Ryder Diggs, Regent, University of Michigan
Dr. Shauna Ryder Diggs, MD, PC, is the founder and CEO of Cosmedic Dermatology, where she
practices medical, cosmetic and laser dermatology. She previously served as the medical director
for the Laser Treatment Center of Sinai-Grace Hospital. Diggs is involved in higher education and
healthcare. She was elected statewide to the board of regents of the University of Michigan in 2012
for an eight-year term, and chairs the health affairs committee, responsible for an integrated health
care system and medical school. Diggs is the chair-elect of the board of directors of Association
of Governing Boards (AGB) of Colleges and Universities and serves as chair of the board of the
Blue Cross Blue Shield of Michigan Foundation, which supports research and programs to improve
the health of Michigan residents. She is a member of the Blue Care Network Board and chairs its
HealthCare Quality and Service Improvement Committee.
She is personally active in her community, serving on the boards of the Michigan Opera Theatre,
the Detroit Institute of Arts (Governance and Nominating and Education Committees), the Detroit
Zoological Society (Science Committee), the Democratic National Committee and Forgotten
Harvest—a nonprofit member of the national Feeding America network. Diggs is on the staff of St.
John Medical Center and Beaumont-Grosse Pointe Hospital, teaching internal medicine and family
practice residents on rotations and in their lecture series. She has been a lecturer at the University
of Michigan Medical and Dental Schools. She is a diplomate of the American Board of Dermatology,
a member of the Michigan Dermatological Society and a fellow of the American Academy of
Dermatology and the American Society of Dermatologic Surgeons. She received her BS and MD at
the University of Michigan seven-year integrated pre-medical/medical program, then completed her
internship in internal medicine and a residency in dermatology at the UofM Medical Center. Diggs is
married to Douglass J. Diggs and has two daughters, Jacqueline and Alexandra.
Jennifer DiGrazia, Senior Vice President Head of Institutional Client and Investor Relations, Ariel
Investments
Jennifer DiGrazia serves as head of Ariel’s Institutional Client and Investor Relations Group, which
handles all aspects of client communications, reporting and onboarding, as well as board reports,
marketing materials and press relations. In addition to serving as a client liaison for our institutional
portfolios, she is a member of Ariel’s Investment Committee and works closely with portfolio

16. 16
managers on client relationships. She rejoined the firm in 2019, after serving as head of investor
relations for DreamWorks Animation and subsequently MGM Studios.
In these roles, she developed relationships with key stakeholders in the investment community,
including institutional investors, portfolio managers and investment research analysts. She was
also responsible for articulating the companies’ strategic priorities while fostering confidence and
credibility among the investment community. Before DreamWorks, DiGrazia held senior positions at
DIRECTV and various roles in corporate finance and strategic planning at Time Warner Cable and
MTV Networks. Beyond Ariel, DiGrazia serves on the board of directors for Communities In Schools
Los Angeles and the Los Angeles chapter of the National Investor Relations Institute. She graduated
summa cum laude with a BS in business administration from the University of Connecticut.
Thomas P. DiNapoli, 54th New York State Comptroller
Thomas P. DiNapoli is the 54th Comptroller of the State of New York known for his integrity,
independence and even-keeled leadership. He was appointed State Comptroller on Feb. 7, 2007
by a bipartisan majority of the State Legislature and re-elected to full four-year terms in 2010, 2014
and 2018. DiNapoli is known for his integrity, independence and steadfast leadership. Since taking
office, DiNapoli has aggressively fought the misuse of public resources, strengthened one of our
nation’s top public pension funds, and consistently spoken out against fiscal gimmicks, imprudent
actions and government inefficiency.
A life-long Long Islander, DiNapoli was raised in a middle-class, union household and saw the value
of hard work and stretching every dollar in the example set by his parents. In 1972, DiNapoli won
his first election and served as a trustee on the Mineola Board of Education, becoming the first
18-year-old in New York State to hold public office. In 1986, he ran for the New York State Assembly
and was elected to represent the 16th District in northwestern Nassau County for the next 20 years.
He graduated magna cum laude with a bachelor’s degree in history from Hofstra University and
earned a master’s degree from The New School University’s Graduate School of Management and
Urban Professions.
Monica Duran, Development Manager, Robert F. Kennedy Human Rights
Prior to joining Robert F. Kennedy Human Rights, Monica Duran worked as the director of program
and fund development at a community-based organization that develops affordable housing and
provides social services. She has a BA in political science from Franklin and Marshall College
and an MA in Latin American and Caribbean studies with a focus on economic development
from Columbia University. In 2014, she was a Princeton in Latin America Fellow and conducted
international development work for Rainforest Foundation Norway in Ecuador. Duran was born and
raised in Ecuador.
Marianne Dwight, Trustee and General Counsel, Texas Treasury Safekeeping Trust Company
Marianne Dwight is an experienced attorney who specializes in fund advisory services. She
provides strategic guidance and actionable advice to clients and their funds, working closely with
investment fund managers to optimize their success. She relies on her extensive background in
analyzing and managing investments in venture-backed companies to help funds thrive. Dwight
works with all asset classes including private equity, real estate, and venture capital clients
to determine investment needs, find investment opportunities, identify pain points, and align clients
with the appropriate Michael Best services to help them achieve their strategic goals. She advises
clients at every stage, from fund formation, financing, offerings, and advising on general corporate
matters to portfolio and investment structuring, compliance, and due diligence (including exit
transactions), along with risk management services related to regulatory, insurance, and political
concerns.
Prior to joining Michael Best, Dwight served as general counsel to the Texas Treasury Safekeeping
Trust Company for more than 13 years. In that capacity she was responsible for analyzing,
reviewing, negotiating, and managing investments and other agreements for investing state funds.
She also served as a voting member of the investment committee. The Trust Company has an AUM
greater than $65B and invests in all asset classes including private equity, real estate, hedged
equity, and fixed income. Dwight led the Trust Company’s legal team for its investments

17. 17
in more than 300 funds located in the U.S. and throughout Europe and Asia, including providing
legal analysis of more than 90 venture capital, biotech, and life science companies in the Emerging
Technology Fund where she assisted in devising new strategies to maximize the state’s return.
Dwight participated on the management team and was involved in making the appropriate
decisions for the portfolios including redeeming from funds and repositioning as needed. Dwight
also collaborated with members of the Texas State Legislature to draft key legislation to structure
financing alternatives for public welfare and economic development projects. Dwight has served
in a number of other high-profile positions in Texas state government, including roles as general
counsel for the Commissioner of Insurance, general counsel to the Senate Committee on Health
and Human Services, and assistant attorney general for tax, financial, and related cases.
Behdad Eghbali, Co-Founder & Managing Partner, Clearlake Capital Group
Behdad Eghbali is a co-founder and managing partner of Clearlake Capital Group, a Santa Monica,
CA based private equity firm with over $8.5 billion in equity under management with over $6
billion in portfolio revenue and 18,000 employees. Prior to co-founding Clearlake, Eghbali was
a private equity investor at Texas Pacific Group where he focused on buyouts, turnarounds and
other transformational investments in the technology, media and business services sectors, where
he joined after investment banking and operating roles. He started his career in technology
investment banking at Morgan Stanley & Co. In his capacity as managing partner of Clearlake
Capital, he also leads Clearlake’s investment business in the technology, media/leisure, and
business services sectors and currently serves, or has served, as chairman of the board of
directors and typically, the controlling shareholder, of over 25 companies such as ConvergeOne
(Nasdaq), Diligent, EagleView, Ivanti Software, Lytx, NetDocuments, Perforce Software, PrimeSport,
ProVation, Proven Brands, and Syncsort.
He has served on the board of directors of several nonprofit organizations including the National
Association of Investment Companies (NAIC), the largest network of diverse-owned asset managers
in the United States representing over $90 billion of AUM and as chairman of his family foundation
that sponsors philanthropic efforts. Furthermore, Clearlake’s corporate flagship philanthropic
activities include founding sponsorship of Private Equity for Puerto Rico, a foundation dedicated
to providing critical relief efforts in Puerto Rico. He graduated with a BSBA with an emphasis on
finance from the Haas School of Business at the University of California, Berkeley. He and his wife,
Julia, are parents of a son, Noor, and a daughter, Aspen.
Julia Harris Eghbali, Chief Operating Officer, Eden Rock Investments
Julia Harris Eghbali is the chief operating officer of Eden Rock Investments. Previously, Eghbali
worked at Lion Capital, a consumer private equity firm, and was an investor relations manager at
Beach Point Capital.
Michael Elio, Partner, StepStone
Mike Elio is a partner at StepStone and is responsible for portfolio construction and management
for high-net-worth distribution initiatives. Elio is also a co-head of the middle/large market buyout
and secondaries sector teams. Prior to StepStone, Elio was a managing director at ILPA, where he
led ILPA’s programs around research, standards and industry strategic priorities. Prior to joining the
ILPA, he was a partner and managing director at LP Capital Advisors and led the firm’s Boston office
where he served as the lead consultant to North American and European institutional investors. Elio
served as the primary consultant for many of the firm’s largest clients including public and private
pension plans committing in excess of $5 billion annually. Elio held several progressive positions
in private equity, including vice president at State Street Corporation and vice president at Credit
Suisse First Boston Private Equity overseeing the Funds Management Group.

18. 18
Ted Eliopoulos, Vice Chairman and Head of Strategic Partnerships, Morgan Stanley
Investment Management
Ted Eliopoulos is the vice chairman and head of strategic partnerships at Morgan Stanley
Investment Management. He is also a member of the investment management operating committee
and co-chair of the Sustainable Investing Council. Before joining Morgan Stanley in 2018, Eliopoulos
served as the chief investment officer at California Public Employees’ Retirement System (CalPERS).
From 2007 to 2014, he held various leadership roles at CalPERS including interim chief investment
officer and senior investment officer of real estate and real assets. From 2002 to 2006, he served
as the chief deputy treasurer and deputy treasurer at the California State Treasurer’s Office.
Eliopoulos has also held positions in both the private and public sectors, including real estate
development and in environmental management with the U.S. Department of Energy. He began
his career at Latham & Watkins as an attorney in the real estate division. Eliopoulos’s past board
affiliations include the U.S. Real Estate Roundtable, the Pension Real Estate Association, and
the Sustainability Accounting Standards Board’s Investor Advisory Group. He also serves on the
Alliance for Southern California Innovation’s Advisory Council. He received a bachelor’s degree,
magna cum laude, with honors, in comparative literature from Dartmouth College and holds a JD
from the University of Virginia.
Steve Ellis, Co-Managing Partner, The Rise Fund and Head of Business Building, TPG Growth
Steve Ellis is a managing partner with TPG Growth and The Rise Fund. TPG Growth is the $13B
growth equity and middle market buyout platform of global alternative asset firm TPG. In 2016,
Ellis was among a group of partners who led the formation of the The Rise Fund, a global impact
investing fund with $2.1 billion under management.
Prior to joining TPG, Ellis served as CEO of Asurion, the world’s leading provider of technology
protection services, with over $6B in revenue and 16,000 employees. Before joining Asurion,
Ellis served as CEO of Bain & Company from 2005 to 2012. Prior to becoming CEO, he was the
managing partner for Bain’s West Coast offices and played several key leadership roles in the
global TMT and private equity practices. Ellis joined Bain in 1993 from a Silicon Valley technology
consulting firm he co-founded in 1989.
He serves on the boards of The Charles Schwab Corporation, Affinity, InStride, The Bridgespan
Group, Dreambox Learning, e.l.f. Cosmetics, EverFi, Evolution Media, Renaissance Rx, Z Global. Ellis
received a BA with honors in economics and history from the University of California at Berkeley
where he was an All-American on the National Championship Rugby team. He earned an MBA from
the Stanford Graduate School of Business, where he is a regular guest lecturer.
J. David Enriquez, Head of Private Equity, Bureau of Asset Management, Office of the New York
City Comptroller
J. David Enriquez serves as the head of private equity for the Bureau of Asset Management in the
Office of the New York City Comptroller. In this role, he leads the investment activity of the private
equity team in pursuing new initiatives, making recommendations and managing the private equity
portfolio of the five NYC Retirement Systems.
Prior to joining the Bureau of Asset Management, Enriquez was an investment banking director at
Rothschild. Prior to that position, he was an investment banker at Merrill Lynch and Bear Stearns.
He has worked on financing and strategic advisory transactions representing more than $200
billion in transaction value. Enriquez began his transactional career as an associate at Sullivan &
Cromwell in the mergers & acquisitions group. Enriquez holds an AB, magna cum laude, Phi Beta
Kappa, from Brown University, an MPA from the Woodrow Wilson School of Public and International
Affairs at Princeton University and a JD from Columbia Law School, where he was a Harlan Fiske
Stone Scholar.

19. 19
Rodney Eshelman, Partner, TZP Group
Rodney Eshelman joined TZP Group as a TZP Small Cap Partners in September 2014. Eshelman
began his career in 1998 as an analyst in the corporate finance division of PaineWebber, where
he focused on mergers and acquisitions in the consumer products and retail sectors. In 2000,
he joined JPMorgan Partners where he focused on growth equity, recapitalizations, and buyout
investments in the business services, consumer, healthcare, and industrial sectors. In 2004,
Eshelman joined Crystal Ridge Partners, a private equity firm that invests in small deals market
companies in the business services and light manufacturing sectors. As a founding member and
managing director of Crystal Ridge Partners, he originated, executed, and monitored numerous
control recapitalizations with founder and family owned businesses. In 2011, Eshelman co-founded
Alston Capital Partners, a private equity firm that invests in small deals market companies in the
business services and specialty manufacturing sectors. At Alston Capital Partners, he focused on
growth equity and control recapitalizations in founder and family owned businesses. Eshelman
received his AB with distinction from Duke University in 1998 and his MBA from the University of
California at Berkeley in 2005.
Gail Evertz, Director and Special Projects Advisor, Guggenheim Partners
Gail Evertz is a director and special projects advisor for Guggenheim Partners. She has been
with Guggenheim Partners since its inception in 1999 and involved in business development,
relationship management, corporate social responsibility and hospitality as an ambassador of the
firm. In her current role, Evertz provides strategic leadership for some of the firm’s corporate social
responsibility initiatives, business development and has curated Guggenheim Partners’ private art
collection.
Evertz has coordinated a multitude of charitable and philanthropic participation for 20 years on
behalf of the firm. She is personally, deeply committed to environmental issues, human rights issues
and the underserved and less fortunate who need a voice. Her philanthropic work has taken her
around the world many times. Evertz spent 6 weeks at Ground Zero helping set up a base camp to
feed 8,000 meals 24 hours a day to first responders and rescue workers. She journeyed to Haiti
after the earthquake procuring 4,000 pounds of supplies and equipment and personally delivering
them to Port au Prince and distributing to a village that was virtually cut off. The Southeast Asia
Tsunami, Katrina, Newton/SandyHook tragedy, Hurricane Sandy and many more disasters have
seen Evertz suit up and show up to help on her own as well as on behalf of Guggenheim Partners.
For 6 years, Evertz served as the national co-chair of the Children’s Cancer and Blood Foundation.
She is currently co-vice chair on the Leadership Council of Robert F. Kennedy Human Rights and
actively involved on many levels in numerous aspects of the organization’s initiatives.
Sierra Ewert, Program Director, Robert F. Kennedy Human Rights
As program director of the Young Leaders Program, Sierra Ewert oversees a diverse group
of young professionals who, inspired by the legacy of Robert F. Kennedy, are committed to
empowering young human rights defenders. Ewert came to Robert F. Kennedy Human Rights from
The Asia Foundation, where she coordinated and reported on governance, environment, and civic
engagement programs throughout the region. Prior to joining The Asia Foundation, she worked
in education: teaching in Vietnam, coordinating an after-school care program in California, and
working at UNICEF in New York. She received a BA with honors in sociology from The Colorado
College, and an MS in social policy from Columbia University. A native of California, Ewert loves the
mountains, the oceans, and New York City.
David Fann, Founder, President and Chief Executive Officer, TorreyCove Capital
David Fann is president, CEO and a founder of TorreyCove Capital Partners and is a member of
the firm’s board of directors and executive and investment committees. Fann has led investment
organizations that have invested/committed over $50billion in private equity investments. With
over 30 years of experience in the private equity industry, he has invested in 26 leveraged buyout,
private equity and venture capital investments as a lead investor or co-investor, of which ten
became publicly traded through successful initial public offerings and a number were acquired by
Fortune 500 companies. Prior to co-founding TorreyCove, Fann was the president and CEOof PCG
Asset Management, LLC. Previously, he was a managing director of US Trust and vice president

20. 20
of Citicorp Venture Capital. Fann has served on the board of directors of eleven companies, as a
board observer for seven, as chairman of the board of directors for two. He currently serves on
the advisory boards of the Association of Asian American Investment Managers and the Robert H.
Toigo Foundation. He holds dual bachelor’s degrees in industrial engineering and economics from
Stanford University.
José Feliciano, Co-Founder & Managing Partner, Clearlake Capital Group
José E. Feliciano is co-founder and managing partner of Clearlake Capital Group, a leading
private investment firm founded in 2006. In addition to Feliciano’s investing responsibilities, he is
responsible for the day-to-day management of the firm. With a sector-focused approach, the firm
seeks to partner with world-class management teams by providing patient, long-term capital to
dynamic businesses that can benefit from Clearlake’s operational improvement approach, O.P.S.®
The firm’s core target sectors are software and technology-enabled services; industrials and
energy; and consumer. Clearlake has managed approximately $10 billion of institutional capital
since inception and its senior investment principals have led or co-led over 100 investments.
Prior to co-founding Clearlake, he was a partner and member of the investment committee
at Tennenbaum, a private investment firm focused on distressed and other special situations
investments. Before joining Tennenbaum, he served as CFO of govWorks, Inc., a payments
and other services provider to the public sector, where he managed the finance, corporate
development and human resource functions. Prior to govWorks, Inc., he worked in investment
banking in the M&A and corporate finance groups at Goldman, Sachs & Co. He has also been a
private equity investor in the Latin America Enterprise Fund. He currently serves on the board of
directors of several Clearlake portfolio companies.
He also co-founded the SUPERCHARGED Initiative, a philanthropic grantmaking and impact
investment organization, in 2014 with his wife, Kwanza Jones. The Initiative invests in both nonprofit
and for-profit ventures that advance the Initiative’s goal of making a lasting impact across four key
priorities: education, entrepreneurship, equal opportunity and empowerment. In addition, he serves
on the board of directors of Robert F. Kennedy Human Rights and the Robert Toigo Foundation, a
nonprofit organization dedicated to fostering the career advancement and increased leadership of
underrepresented talent. He is the 2019 recipient of SEO Alternative Investments’ Reginald F. Lewis
Achievement Award. He graduated with high honors from Princeton University, where he received
a BS in mechanical & aerospace engineering. He received his MBA from the Graduate School of
Business at Stanford University.
Andrea Ferzoco, Director, New Mountain Capital
Andrea Ferzoco is a director at New Mountain Capital, a $20 billion private equity firm focused
on middle market buyout and growth capital transactions in “defensive growth” industries. Before
joining New Mountain, Ferzoco led western U.S. investor relations, fundraising, and deal origination
for Landmark Partners. Prior to joining Landmark, she served as the head of eastern U.S. investor
relations and fundraising for Macquarie Group’s Private Markets division. Ferzoco began her career
as the director of investor relations for Oppenheimer & Co.’s Private Equity Division. She is also
a member of the Milken Institute Young Leaders Circle and serves on the advisory board of the
nonprofit organization Foster Nation.
Nick Fincher, Principal, SVB Capital
Nick Fincher joined SVB Capital as a principal in 2019. Prior to joining, Fincher was an account
manager at PIMCO, responsible for managing and developing relationships with institutional
investors. He holds an MBA from Columbia Business School and an undergraduate degree from
Purdue University, where he was a scholarship athlete on the football team. In addition, he holds
both the CFA and CAIA certifications. His outside activities include serving on the board of directors
at The D10, an organization that supports the early clinical development of promising therapies for
children, adolescents and young adults with cancer and related disorders.

21. 21
Brian Finkelstein, Managing Director, SOLIC Capital Management
Brian Finkelstein has over 15 years of experience in principal investing, leveraged finance
transactions and management of special assets. He has originated and executed over $550 million
of direct debt and equity investments and managed complex turnaround strategies and recoveries
for over $1.0 billion of special assets often serving in senior leadership roles driving performance
improvement and repositioning of portfolio companies. Prior to joining SOLIC, Finkelstein was
the head of portfolio management at Fifth Street Asset Management, where he oversaw a $4
billion portfolio of middle market loans and led the execution of complex corporate recoveries for
distressed investments. Finkelstein has industry experience in a wide variety of sectors including
healthcare, information technology, infrastructure services, distribution, transportation, healthcare
and retail. Finkelstein received his BSBA from the State University of New York at Albany and his
MBA from New York University’s Leonard N. Stern School of Business.
Robert Fitzsimmons, Managing Partner, High Road Capital Partners
Robert J. Fitzsimmons is co-founder and managing partner of High Road Capital Partners, a private
equity firm formed in 2007 with $470 million of funds under management. High Road is focused on
buying and building niche-leading companies at the smaller end of the middle market, and today
owns 12 companies with over $500 million of aggregate revenues. As managing partner, he oversees
all aspects of the firm’s activities. Previously, Fitzsimmons served as a managing partner with The
Riverside Company, as an investment professional with Citicorp Venture Capital, and as an audit
and tax accountant with Price Waterhouse. He has executed over $2.5 billion worth of transactions
over the course of a twenty five year career in private equity. He holds a BS in accounting from the
University of Pennsylvania and an MBA in finance from the University of Chicago.
David Flannery, President, Vista Credit Partners
David Flannery joined Vista Credit Partners in 2018. As president of Vista Credit Partners, Flannery
is responsible for the strategic direction of the platform and oversees all transactions. Prior to
joining Vista, Flannery served as senior managing director and co-head of capital solutions strategy
at GSO Capital Partners, Blackstone’s global credit investment platform, where he focused on
distressed strategies in both private and public markets. Before his time with Blackstone, Flannery
worked at Anchorage Capital Group, where he focused on illiquid credit opportunities and CLOs.
Prior to Anchorage Capital Group, Flannery worked at Bank of America Merrill Lynch, where he
most recently served as chief risk officer of global banking & markets. Before his time with Bank of
America, Flannery held several roles at Deutsche Bank Securities.
Alan Fleischmann, Founder, President & CEO, Laurel Strategies
Alan H. H. Fleischmann is the founder, president & CEO of Laurel Strategies, the global CEO
strategic advisory firm for leaders, chief executives, and their C-Suite. Laurel Strategies helps
design comprehensive strategies while executing across all levels of implementation, bringing
together multiple disciplines in an all-in integrated global ecosystem that provides clients with
unparalleled counsel and operational support to maximize opportunities and mitigate risks.
Drawing on deep expertise and experience in philanthropy, Laurel Strategies also serves as
philanthropic advisors and as a family office for clients worldwide. Previously, Fleischmann was
a founding principal and member of the managing board and operating committee of the global
business strategy firm Albright Stonebridge Group (that combined the former Albright Group with
Stonebridge International), co-chaired by former U.S. Secretary of State Madeleine K. Albright and
U.S. Secretary of Commerce Carlos M. Gutierrez.
Fleischmann has also served as a member of the leadership team of the strategic communications
firm PSB Associates. Fleischmann was chief of staff to the Honorable Kathleen Kennedy Townsend
and served in the State of Maryland Governor’s Cabinet; a staff director of the U.S. Congress
Committee on Foreign Affairs and its Subcommittee on the Western Hemisphere; founding vice
president of the trade investment firm LATCORP; and served as a senior associate of J.P. Morgan
Chase (formerly Chase Manhattan Bank). For several years, he served on the board of directors
of OFFITBank, the wealth management private bank. Fleischmann is also the co-founder of
ImagineNations Group, a global network that promotes youth investment, youth-led enterprise, and
entrepreneurship, and was awarded the Goodwin Prize for ImagineNations’ global work to promote
entrepreneurship in the developing world.

22. 22
Michael Foley, Senior Managing Director, Head of Institutional Client Group, Americas,
Guggenheim Investments
Michael C. Foley is a senior managing director and head of institutional client group of the
Americas for Guggenheim Investments. He is responsible for all aspects of business development,
consultant relations and relationship management for institutional clients in the Americas region.
Prior to joining Guggenheim in 2018, Foley was a managing director and head of the U.S. pension
group at BlackRock, after having led the North American consultant relations team. Previously he
was a senior managing director at Alliance Bernstein, where he served as head of global AXA
business development, head of U.S. financial institutions and head of U.S. consultant relations. Prior
to that, he held several senior general management and sales & marketing roles in technology
and media companies. He previously served as an officer in the United States Army’s 2nd Infantry
Division and 82nd Airborne Division. Foley received his BS from the United States Military Academy
at West Point and MBA from Harvard Business School.
Kathlika Fontes, Director of Investor Relations, Grain Management
Kathlika Fontes is director of investor relations at Grain Management and is responsible for
developing and maintaining relationships with limited partners and their advisors, expanding the
firm’s brand footprint, and leading capital development processes. Prior to joining Grain, Fontes
was at StepStone Group, where she served as a lead client advisor to large, institutional private
equity investors, guiding capital allocations across the asset class. Prior to StepStone, Fontes held
roles in investor relationship management at Deutsche Asset Management, constituent relationship
management at American Cancer Society, and in technology and strategy consulting at Accenture.
Fontes graduated cum laude with a BS in electrical engineering from the Georgia Institute of
Technology and received her MBA from Columbia Business School as a Robert Toigo Foundation
Fellow, Management Leadership for Tomorrow Fellow, and Board of Overseers Fellow.
John Foster, Chief Executive Officer and Managing Director, HealthpointCapital
John Foster is a 40-year veteran of private equity investing and a successful entrepreneur/
executive. He founded Foster Management Company in 1972, which managed seven private
equity funds. Foster was founder and CEO of most of Foster Management’s portfolio companies
including Foster Medical Corporation and NovaCare, Inc. He is HealthpointCapital’s specialist on
China and a founder/advisory board member of the Asia Society Policy Institute. He was formerly a
board member of Avon Products Inc. and Corning Incorporated; a trustee of the Asia Foundation,
Asia Society, Asia Cultural Council, Hospital for Special Surgery in New York, Burke Rehabilitation
Hospital, and Children’s Hospital of Philadelphia; on the Dean’s Council at the Harvard School
of Public Health; and an overseer of the Amos Tuck School of Business Administration. Foster
received a BA from Williams College and an MBA from Dartmouth College.
Craig Fowler, Managing Director, HarbourVest Partners
Craig Fowler is a member of HarbourVest’s Primary Investment Team, focusing on meeting the
targeted mandates of institutional investors by seeking investment opportunities in emerging
managers, diverse managers, the lower middle market, and underserved markets. His
responsibilities include capital formation, investment due diligence, originations, and relationship
management. Fowler joined HarbourVest in 2016 as part of its acquisition of the BAML Capital
Access Funds business from Bank of America. Previously, he was an investment officer at Bank of
America where he specialized in mezzanine and equity investments in small and minority-owned
businesses based in the US Midwest. Prior to that, Fowler spent 15 years in commercial banking,
developing expertise in small and middle-market lending and in programs geared toward economic
development. He received a BSBA from the John M. Olin School of Business at Washington
University.
Matthew Freedman, Chief Investment Officer, Louisiana School Employees’ Retirement System
Matt Freedman joined Louisiana School Employees’ Retirement System (LSERS) as chief investment
officer in 2017, where he is responsible for managing the system’s $2 billion investment portfolio.
Prior to LSERS, Freedman worked at Landseer Advisors, a New York-based investment office that
serves endowments and foundations. At Landseer, he was one of three investment professionals

23. 23
responsible for sourcing, evaluating, and monitoring public and private market investments across
the capital structure and globally. Freedman began his career at State Street in 2007 advising the
bank’s largest clients on topics including asset allocation, manager selection, and portfolio risk
management. He holds an MS in finance from Boston College and a BA in political science and
government from Washington University in St. Louis, and is a chartered alternative investment
analyst (CAIA) charterholder.
Mark Freitas, President & Chief Executive Officer, Mark Edward Partners
Mark E. Freitas is the founder of Mark Edward Partners, a national boutique insurance brokerage
firm dedicated to creating bespoke insurance and risk management programs for corporations,
nonprofit organizations, families and individuals. In his current role as president and chief executive
officer, Freitas leads the firm’s business strategy development and execution. Considered an
industry expert, Freitas has developed and implemented an array of insurance products for
various industry groups, most notably in the financial services community. He has provided expert
testimony to the United States Department of Labor in Washington, D.C. on fiduciary liability
insurance and bonding related to the Employee Retirement Income Security Act of 1974. Freitas is a
regular speaker at industry forums and is frequently cited in published articles.
A dedicated philanthropist, Freitas’ many philanthropic interests include serving on the board of
directors of Robert F. Kennedy Human Rights. With his wife, Mary, he established The Mark & Mary
Freitas Foundation to advance a number of causes, especially those that support children and
adolescents. Freitas serves on the board of The Palm Beach Police Foundation and as a trustee
of the Preservation Foundation of Palm Beach. He served as a trustee of Sacred Heart University
and was awarded an Honorary Doctorate for his exceptional record of success in business and in
the larger community. Freitas is a director of the UConn Foundation, a member of the Leadership
Cabinet and an inductee in its School of Business. UConn’s Mark Edward Freitas Ice Forum was
dedicated and named in his honor. Freitas is a graduate of the University of Connecticut and
studied at the Wharton School of Business
Michael Frerichs, Treasurer, State of Illinois
Michael Frerichs was elected Illinois State Treasurer in November 2014 becoming the 74th person
to serve in this role. In Illinois, the treasurer is the state’s chief investment officer and Frerichs is
a certified public finance officer. The Office of the Treasurer actively manages approximately $25
billion. The investment approach is cautious to ensure the preservation of principal. The investment
returns are significant: for every $1 spent to run the office, he nets $28 for the state’s residents.
Since taking office, Frerichs has made significant strides in the fight for consumers by making sure
Illinois residents get what is owed to them through the unclaimed property program. A record-
breaking $159 million in forgotten cash and stock was returned to individuals, employers, and
nonprofits in Fiscal Year 2017.
By making changes to the Bright Start and Bright Directions college savings programs, he has
lowered fees and provided more investment options, making college more affordable for families
saving for their child’s future. Under his leadership, Illinois now leads a multi-state alliance that
allows parents of children with blindness or a disability to save for their child without jeopardizing
their federal disability benefits. Achieving a Better Life Experience Program (ABLE) is the national
standard, offering high-quality and low-cost investment options.
Frerichs was born in the Downstate farming community of Gifford, Illinois. He graduated from Yale
University and spent two years in Taiwan where he taught English to young students and learned
to speak Chinese. He returned to Champaign County and launched his own technology business.
He was elected to the Champaign County Board and elected champaign county auditor. He also
served as a volunteer firefighter. In 2006, he was elected Illinois state senator representing East
Central Illinois. As chairman of the higher education committee, Frerichs championed efforts to
make college more affordable. He also served as chairman of the agriculture and conservation
committee. Frerichs currently serves as vice chairman of the National Association of State
Treasurer’s Legislative Committee as well as trustee on the Illinois State Board of Investment. He
lives in Champaign with his young daughter, Ella.