Chirag has over 17 years PE industry experience globally. He is a Senior Portfolio Manager at the Alaska Permanent Fund Corporation, a ~$80B sovereign endowment with a ~$15B Private Equity portfolio. Prior to joining APFC, Chirag was in PE roles leading co-investments and fund investments at two established institutional investment organizations, DB Private Equity and GE Asset Management. He started his career in investment banking at Citi / Salomon Smith Barney in New York and Singapore. Chirag is also actively engaged in the broader PE community, serving as an advisory board member of the Hicks, Muse, Tate & Furst Center for Private Equity Finance at The University of Texas at Austin and a member of SEO’s Alternative Investments Limited Partner Advisory Council. He holds a BBA and MBA from The University of Texas at Austin.

David Kushner, CFA, is the Chief Investment Officer of the City of Austin Employees’ Retirement System. Kushner helms the $3 billion pension fund’s investment program, working collaboratively with the Executive Director, Investment Committee, and the investment consultant to guide the strategic investment decisions of the Board.

As an industry veteran, Kushner has spent nearly four decades as an expert in the field of investment management and finance. Before joining COAERS, Kushner served as a founding partner of Global Asset Management Consultants and served as CIO of the Los Angeles County Employees Retirement Association (LACERA). Prior to that, he spent 10 years as the investment chief of the San Francisco Employees’ Retirement System. Kushner is a two-time member of the CIO’s Power 100 list.

Kushner holds a Bachelor of Science degree in finance from the University of Florida’s Warrington College of Business.

Eugene Esmonde joined BCI in 2022 and is based in New York City. He co-leads the technology, media, and telecommunications (TMT) sector team. The TMT team focuses on a broad range of technology verticals including software, digital infrastructure and fiber networks, data and information services, and the evolving cybersecurity landscape. With $250.4 billion in gross assets under management as of March 31, 2024, BCI is one of the largest institutional investors in Canada.

Prior to joining BCI, Eugene was a Principal for the private equity group at Canada Pension Plan (CPP) Investments, based in Toronto. While at CPP Investments, Eugene was focused on investments in the technology, media, telecom, luxury retail, and various other sectors, where he executed a total of ten transactions and two exits, a trade sale and initial public offering (IPO). Eugene was also a significant contributor to portfolio company merger & acquisitions (M&A) transactions; identifying significant cost reductions; debt financings and restructurings; and general asset management of the portfolio’s operating companies. Eugene also led the development of investment strategies for two platform investments. Eugene started his career as a Lawyer in Australia and spent three years working in Shanghai, China, where he was an Investment Analyst for a Chinese and Australian family office.

Eugene holds a bachelor of business in finance, and a bachelor of law, both from Queensland University of Technology, based in Australia.

Eugene currently serves on the board of Verifone Systems, Inc., a global payments and commerce solutions platform.

Jeff Hammer
Global Co-Head of Secondaries
Manulife Investment Management

Jeff joined Manulife Investment Management in 2019 as global co-head of secondaries. Along with Paul Sanabria, Jeff leads the global secondaries business focused on general partner-led and special situation transactions, and partners with private equity, private credit, and secondary fund sponsors. Previously, he was co-head of Houlihan Lokey’s illiquid financial assets practice, a unit he co-founded and built into the leading investment banking group focused on customized transactions for holders of illiquid securities. Prior to that role, Jeff was a senior managing director at Bear Stearns, where he founded, built, and co-led Private Equity Advisors, the private equity fund-of-funds and secondary investing unit of Bear Stearns Asset Management. Earlier, he co-founded BDC Financial, a firm that provided customized private equity investment management and advisory services to institutional and high-net-worth investors. Earlier in his career, he held investment banking positions at Morgan Stanley and Goldman Sachs.

• Education: A.B. in Politics, Princeton University; M.B.A., Harvard University
• Joined the company: 2019
• Began career: 1985

Jewel Chen, JD, CFA, CPA, Private Equity Portfolio Manager, Texas Permanent School Fund Corporation

Jewel is a Private Equity Portfolio Manager at Texas Permanent School Fund Corporation. She leads underwriting and monitoring of primary funds and co-investments across diversified strategies and geographies. Previously, Jewel worked at CalPERS Private Equity, covering large buyout, secondary, coinvestments, and emerging manager strategies.  

Previously, Jewel was a real estate attorney and a lead analyst at California State Treasurer’s Office, focusing on multifamily affordable housing developments with private equity investments via syndicated tax credit.

Jewel holds a J.D. cum laude, from University of Minnesota Law School. She received a B.S. with highest distinction from Purdue University Northwest with double major in Finance and Accounting and a minor in Applied Mathematics. Jewel is a licensed attorney, a CFA charterholder, and a CPA.

Mr. Shantz is the Managing Director of Credit and Hedge Funds for the $42 billion Employee Retirement System of Texas. He transformed its core-plus style fixed income portfolio into distinct Rates and Credit mandates and simultaneously developed its internal high yield management capacity. In 2022 he took the additional responsibility of leading the Hedge Fund team. Prior to ERS Mr. Shantz was a Managing Director and Investment Committee member for the Lockheed Martin Investment Management Company where he implemented a similar fixed income format utilizing liability driven investing and additionally created its internally managed hedge fund portfolio. Before Lockheed he was the senior fixed income portfolio manager at the Tennessee Consolidated Retirement System. Mr. Shantz has additionally served on the investment committee for Sandia National Laboratories, The Long Center Investment Committee, is a former president of the Nashville Society of Financial Analyst, is a Chartered Financial Analyst since 1996, performed his Ph.D. studies in Finance at the University of Tennessee, and graduated with honors in Economics and Business Administration from Rhodes College.

Sai Devabhaktuni

Senior Managing Director

Location: New York

Sai Devabhaktuni joined BCI in February 2025 as Senior Managing Director and leads the technology, media, and telecommunications (TMT) sector team from New York. With $295 billion in assets under management as of March 31, 2025, BCI is one of the largest institutional investors in Canada.

Sai has over 30 years of experience analyzing and investing in companies in a broad range of industries, with a primary focus on TMT, aerospace & defense, and industrials sectors. Most recently, he was a co-founder at Monocle Partners, LLC, an investment entity established to capitalize on opportunities in both the private and public markets within his focus industries, and also served as its Managing Member.

Prior to this, he was an Executive Vice President & Head of Corporate Distressed Portfolio Management at PIMCO where he managed portfolios focused on corporate stressed and distressed investing and was a member of portfolio management teams for several closed-end mutual funds and a separate account. He has also previously held positions as a Managing Principal at MHR Fund Management LLC, Analyst at Highbridge Capital Management, and Assistant Vice President at Nomura Securities Co., Ltd.

Sai holds a Bachelor of Science in Economics from the Wharton School of the University of Pennsylvania.

Mr. Devabhaktuni has served on the Board of Directors of Loral Space & Communications, Inc. (NASDAQ: LORL), Applied Natural Gas Fuels Inc., Sequa Corporation, Monocle Acquisition Corporation (NASDAQ: MNCL; where he was Executive Chairman) and AerSale Corporation (NASDAQ: ASLE). Mr. Devabhaktuni is currently an Advisory Board Member of Scepter, Inc.

Scott Ramsower leads the Private Equity Funds Team at the Teacher Retirement System of Texas (TRS).  Through his role at TRS, Scott has oversight responsibilities for the group’s approximately $33 billion private equity fund investment portfolio.  In addition, he is a member of the Private Equity Investment Committee and Management Committee, through which he assists in the strategy and development of the overall private equity team and portfolio.  Scott is also a member of the ILPA Board of Directors and an ILPA Faculty Member, helping to educate fellow practitioners in the private equity industry.

Prior to joining TRS in 2010, Scott was in the New York office of AlpInvest Partners, a leading private equity investor with over €35 billion in AUM.  At AlpInvest, Scott focused on evaluating new private equity fund commitments to various strategies around the globe.  Prior to AlpInvest, Scott was an associate in the equity research department of Morgan Stanley.  Previously, he also worked in the consulting practice at PricewaterhouseCoopers. 

Scott received a BBA, Finance from Texas A&M University. 

Mr. Cammock focuses on private equity investment activity. Mr. Cammock has expertise in underwriting primary funds, middle market buyout co-investments, secondary opportunities, and direct investments. Mr. Cammock has a particular focus on engagement with diverse sponsors and managers, with a heightened focus on emerging and next generation talent. Throughout his career he has evaluated and transacted across buyout, special situations, growth equity, and venture capital, including seed investment opportunities. Mr. Cammock is a leader in deal sourcing and client relationship management and services a variety of institutional clients across North America and Western Europe. Prior to GCM Grosvenor, Mr. Cammock worked at Credit Suisse in the Customized Fund Investment Group where he engaged in similar investment activities. Mr. Cammock is a recipient of the 2015 National Association of Investment Companies (NAIC) Rising Star Award. Mr. Cammock received his Bachelor of Arts in History from Yale University.

Tom Masthay serves as Deputy CIO for TMRS and is a member of its investment committee. Previously, he had roles as TMRS’s Director of Private Equity and Director of Real Assets. Prior to TMRS, he had investment roles for NextEra Energy and Kentucky Retirement Systems and began his career as a bank auditor during the GFC.

Masthay received an MBA and BBA in Finance from the University of Kentucky. Tom holds the Chartered Financial Analyst (CFA), Chartered Alternative Financial Analyst (CAIA), Financial Risk Manager (FRM) designations, is a Six Sigma Greenbelt, and has been published in the Journal of Private Equity.

Yup S. Kim serves as the Chief Investment Officer for Texas’ $41 billion municipal retirement system (TMRS) and chairs its staff investment committee. Previously, he served as the Head of Investments for Private Equity at CalPERS, California’s $490 billion pension fund, where he helped lead the $60 billion private equity program across all functions, including strategy, team management, and investment activities across primary, secondary, and co-investment opportunities globally. Previously, he served as the Senior Portfolio Manager at the Alaska Permanent Fund Corporation, an $80 billion sovereign wealth fund, where he helped lead its private investment activities. The private equity and special opportunities portfolio generated 25% net of fee returns over a decade. He has also held positions at DB Private Equity, where he served on the Investment Committee, Performance Equity, and Silver Point Capital, and he began his career at Citigroup in New York. Kim received his B.A. in Economics from Yale University, speaks six languages, and serves as Chair for the Milken Institute Rising Allocator forum. He serves as a Board Member of the Korea Finance Society, a Term Member for the Council of Foreign Relations, a Global Investment Ambassador for the Seoul Metropolitan Government and a Visiting Lecturer at Harvard Business School, The Wharton School, Yale University, and many other academic institutions.

Alan is Hg’s Head of North America, a Partner and a member of Hg’s Senior Leadership Team. He leads our activity across the USA and Canada.

Alan is a highly respected software investor with 20 years’ experience of backing great companies as one of the early employees of Vista Equity Partners. Alan has a long and impressive track record across leadership, tech investing and operations, having built the Foundation Fund within Vista, following hands on experience as a technology entrepreneur.

Ms. Klemme is a Managing Director in the Ares Credit Group, where she focuses on U.S. direct lending. Prior to joining Ares in 2012, Ms. Klemme was an Investment Banking Analyst at Morgan Stanley in the Media and Telecommunications Group, where she focused on leveraged buyouts, mergers and acquisitions, and debt and equity financings. Ms. Klemme holds a B.S., cum laude, from Marquette University in Accounting and Finance.

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

Bob co-founded Strattam Capital in 2014 and is Managing Partner. He has served on numerous private and public technology company boards, and currently is a director of CloudHesive, Contegix, Daxtra, Green Security, Resource Navigation, and Trax Group. Previously, Bob was a Partner and member of the Investment Committee at Oak Hill Capital Partners. He also worked at GCC Investments, a growth private equity firm based in Boston, and at Morgan Stanley.

He serves on the board of directors of AustinPBS and as member of the Advisory Board for the HMTF Center for Private Equity Finance at the University of Texas at Austin McCombs School of Business. Bob attended Princeton University, graduating summa cum laude with a B.S.E., and Stanford Graduate School of Business, where he earned his M.B.A. and was an Arjay Miller Scholar. Bob lives in Austin, and mornings you just may see him rowing on the Lady Bird Lake with Texas Rowing Center.

Brent Humphries joined AB in 2014 as a founding member and President of AB Private Credit Investors, where he has primary responsibility for overseeing all aspects of the business, including chairing the investment committee, fundraising, investor relations, investment originations, structuring and underwriting, as well as ongoing portfolio management and compliance. He previously held the same position with Barclays Private Credit Partners. Prior to joining Barclays, Humphries served as group head, generalist financial sponsor coverage for Goldman Sachs Specialty Lending Group, and later led its structured private equity initiative. Before that, he served as a partner and managing director of the Texas Growth Fund, a middle market private equity firm. Humphries previously worked in leveraged finance with NationsBank and J.P. Morgan, and as a financial analyst with Exxon. He holds a BBA in finance with an emphasis in accounting from the University of Oklahoma and an MBA from the Harvard Business School. Location: Austin

Brian is a co-founder and Managing Partner of Crossplane Capital, a Dallas-based private equity firm founded in 2018 investing control equity in niche manufacturing, industrial services, and value-added distribution businesses. Crossplane currently manages over $730 million across two funds and co-investment vehicles. He began his career as an operations improvement consultant with AlixPartners and AT Kearney and has been an industrial-focused private equity investor for the last 17 years. Brian received his MBA from The University of Texas and his B.A. from Vanderbilt University.

Mr. Stewart is Global Co-Head Corporate Credit and is based in Dallas. He serves on the Leadership Committee and is a member of several investment committees.

Mr. Stewart oversees global public and private corporate credit investing strategies which include private credit, broadly syndicated loans, hybrid capital solutions and opportunistic/distressed credit. Mr. Stewart has 19 years of experience investing in corporate credit. Prior to joining Fortress in 2014, Mr. Stewart was a Managing Director at Levine Leichtman Capital Partners, a middle market private equity and credit investment firm, where Mr. Stewart led origination, execution and portfolio management for the direct lending, distressed debt and hybrid capital strategies. Before that, Mr. Stewart was an analyst at Houlihan Lokey in the financial restructuring group.

Mr. Stewart attended the University of Southern California where he received a B.S. in Business Administration with an emphasis in Finance.

Britt Harris is the only investor in the world who has been the CIO for a top five investment fund in these four major investment categories: Endowments, Public Funds, Private Funds and Hedge Funds. Currently he is the founder of an elite investment restoration service called “On Eagles Wings” and recently served as the acting CIO for the Texas Permanent School Fund. TPSF is the Sovereign Wealth Fund of Texas and the nation’s largest endowment for public education between K-12. Prior to his current position Mr. Harris was the CEO/CIO for UTIMCO, the nation’s largest endowment for public college education and the nation’s largest provider of higher education to financially underprivileged college students who meet the system’s academic standards. He has also led the investment team for the Teacher Retirement System of Texas, providing for Texas teachers and other employees in the Texas public school system. Before his move into public service, Mr. Harris served as the CEO for Bridgewater Associates and Verizon, among several other funds. 

Mr. Harris has received many awards for his special contributions to the industry and his service to millions of Americans, major corporations, central banks and governments, including a lifetime achievement award, service on the President’s Council on Financial Markets, and as an Advisor to the New York Stock Exchange. Mr. Harris has been rated as a top three global investor for both pension systems and endowments. He is also a professor at both Texas A&M and The University of Texas teaching a widely acclaimed course titled Titans. Mr. Harris has been married for more than forty years and has four children and six grandchildren.

Carl Press is a Partner on the Explore team at Thoma Bravo. Based in San Francisco, he joined the firm in 2015. Carl is responsible for founding and co-leading the firm’s Explore platform, which focuses on investing in high-growth, middle-market software and technology companies. GrowthCap named Carl to its list of Top 40 Under 40 Growth Investors for 2021. Prior to Thoma Bravo, he was a technology investor at HighBar Partners, an Associate in the Special Situations Group at Oaktree Capital Management, and an Analyst at UBS Investment Bank. He currently serves as a member of the Board of Trustees at SLS Preschool. Carl holds an MBA from The Wharton School of the University of Pennsylvania, where he was a Palmer Scholar, and a BS, with honors, in Electrical Engineering from the University of Illinois at Urbana-Champaign.

Charlie Plauche joined S3 Ventures in 2010 and is currently a General Partner. He currently serves on the Boards of S3 portfolio companies Atmosphere, BrainCheck, Genda, HYAS, Interplay Learning, LeanDNA, Prokeep, Stellar, UpEquity, Upkey, and ZSuite Tech.

Previous boards include Alkami Technology (NASDAQ: ALKT), Favor Delivery (acquired by H-E-B Grocery), Kimbia (acquired by GiveGab), Levelset (acquired by Procore), Liveoak Technologies (acquired by DocuSign), OutboundEngine (acquired by Elm Street Technology), Tango Health (acquired by Benefitfocus), and TVA Medical (Observer, acquired by Becton Dickinson).

Charlie received his MBA from the McCombs School at the University of Texas in Austin and his BS in Finance from the University of Mississippi, where he was a Holmes Scholarship recipient and a Mississippi Eminent Scholar.

Chase Beeler is a Managing Director of Altamont Capital Partners, where he leads transactions primarily in Industrials, which includes packaging, building materials, specialty distribution, and niche manufacturing. Altamont Capital Partners is a private equity firm with locations in Austin, TX, Palo Alto, CA and San Francisco, CA, that is focused on transforming and scaling lower-middle market companies through significant business-building and value-creation resources. The firm makes long-term, control investments in sectors where they have deep experience and specialized knowledge, and partners with management teams to execute proven and repeatable platform-building playbooks. Prior to Altamont, Chase played in the National Football League, and he received an M.A. in Russian and Soviet History and a B.A. in History, both from Stanford University. He resides in Austin with his wife and two children.

Chris is a Partner and co-founder of Trive Capital. Chris sits on the Investment Committee of Trive and on the board of directors at most of Trive’s portfolio companies. Chris has responsibility for sourcing, executing, and managing investments which he has done historically across a variety of industries, situations, and security types.

Prior to co-founding Trive, Chris was a Principal at Insight Equity, a Dallas, TX area private equity firm. Chris was with the management consulting firm Bain & Company prior to Insight Equity where he worked with companies across industries and situations.

Chris received his MBA from the Stanford Graduate School of Business. He also holds a BS in Computer Engineering, Magna Cum Laude, from Texas A&M University.

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

Christopher Britton joined Lazard in 2019 and co-leads our North American Venture and Growth Banking business from Austin, Texas, advising tech led fast growing private companies on their capital raisings.

At Lazard, Christopher has advised on a wide range of transactions across sectors including Smart Pension (fintech), Tessian (cybersecurity), Congenica (health tech), Bulb Energy (consumer / energy), Zymergen (synthetic biology), LumiraDX (health tech) and SystemC (Electronic Health Records) and has strong relationship with investors across the venture and growth asset class.

Prior to joining Lazard, Christopher was at Liberum Capital where he co-led the investment companies team and previously the healthcare team. He has experience advising on a range of corporate transactions including private fundraises, IPOs, and secondary transactions including M&A on the Main Market and AIM and across several different sectors. Selected transactions include the IPOs of Glencore, Infinis, Merian Chrysalis, Game Digital and Shield Therapeutics, secondary fundraises for Shaftesbury and Workspace, and block trades for Elliot Advisers and GI Partners.

Christopher graduated with a first from St John's College, Oxford and is a qualified solicitor, having worked at global law firm Jones Day.

Courtney Villalta is a Managing Director in the Client & Product Solutions group at Apollo, where she leads Product Management for Private Equity. Prior to joining Apollo in 2022, Courtney was Director on the Investment Team at the Teacher Retirement System of Texas, managing private equity investments in addition to the Firm’s Private Markets Strategic Partnerships.

Dan serves as Director – Capital Formation. He facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders. Dan has over 15 years of investment specific industry experience. He most recently served as Senior Vice President at Lazard Asset Management in a business development role covering New England. Prior to that, Dan worked for Shepherd Kaplan, a registered investment advisor in Boston, for nearly a decade. While there, he held roles as Director of Research and Senior Client Advisor. Dan graduated from College of the Holy Cross with a B.A in Economics where he was a member of the varsity lacrosse team. He is a pro bono consultant to the Rose Fitzgerald Kennedy Greenway Conservancy Investment Committee. Though originally from Baltimore, Dan has lived in Boston for two decades. Outside of work, Dan spends most of his time with his two children, Bennett and Lillet.

David Post has been an Operating Senior Advisor with EQT Partners since 2023. He supports EQT’s Global Technology Sector Team in investment diligence, portfolio company value creation, and portfolio operations. David also serves as the Chairman of both Storable and Billtrust. Prior to joining EQT Partners, David held CEO and other C-level roles across numerous PE-backed software companies including Kibo Commerce, Omnitracs, MRI Software, and Sunquest Information Systems. In addition, David was previously the President of VCG, the value creation arm of Vista Equity Partners. Earlier in his career, David worked in both the ERP and PPM software sectors. David has a BS in Management Information Systems from Seton Hall University’s Stillman School of Business and an MBA from Duke University’s Fuqua School of Business.

Erika López is a corporate partner in Baker McKenzie's Chicago office and a member of the Firm's North America Transactional Practice Group and the Global Private Equity Practice Group. Erika advises private equity sponsors, private companies and public companies on a variety of complex transactional matters, including leveraged buy-outs, mergers and acquisitions, stock and asset purchases, carve-out transactions, divestitures, and minority investments. Erika also counsels clients on corporate governance and other general corporate matters.

Erika is recognized in Best Lawyers, Ones to Watch, Mergers and Acquisitions Law (2023) and received the "Top Lawyers Under 40" Award from the Hispanic National Bar Association (2020).

H.T. Flanagan is a debt finance partner in the Dallas and New York offices of Kirkland & Ellis LLP. He advises private credit funds, alternative lenders and other investors in traditional private credit financings and bespoke capital solutions. He counsels such credit-oriented investors on direct originations, secondary market opportunities, complex intercreditor issues and novel structured capital investments. In addition to his private credit-focused lender-side practice, H.T. also advises private equity firms and their portfolio companies on a range of borrower-side leveraged finance transactions. He has extensive experience representing both lender and borrower private capital clients on acquisition financings, liability management transactions, debtor-in-possession financings, hybrid capital instruments and special situations investments.

H.T. has been named as one of the future leaders in leveraged finance as part of the “500 X – The Next Generation” by Lawdragon and is recommended for private credit by The Legal 500 United States. Prior to entering law school, H.T. was a pitcher for the Washington University baseball team, where he was a three-time academic all-conference selection.

Hunter has spent over 25 years investing in lower middle market companies across a variety of industries including healthcare, specialty manufacturing, and business services. He wholeheartedly believes that entrepreneurs are the backbone of the world’s economy and respects the talent, skill, and risk tolerance required to start a new business. As an investor, he enjoys working alongside business founders and their families and believes it a great privilege to provide strategic counsel to the companies in which he invests. Hunter considers private equity to be a great tool which can be used to amplify the success these businesses have already achieved.

Prior to starting Skylark Private Equity Partners, Hunter was a partner at both The Riverside Company and Trinity Hunt Partners. Earlier in his career, he worked at TA Associates, William Blair & Company, and Heller Financial. Hunter received a BA in Economics, from Vanderbilt University and his MBA from The Tuck School of Business at Dartmouth.

Mr. Downie has over 30 years of investment experience and co-founded Tailwater Capital in January 2013. At Tailwater, Mr. Downie’s primary responsibilities include deal sourcing, execution, and monitoring of the Firm’s investments as well as management of the Firm.

He currently serves on the boards of Goodnight Midstream, Pivotal Petroleum Partners, Pivotal Royalties Partners, Renovo Resources, Silver Creek Midstream, and Summit Midstream. Prior to co-founding Tailwater Capital, Mr. Downie was a Partner with HM Capital and served on the Investment Committee. He joined HM Capital from Rice, Sangalis Toole and Wilson, a mezzanine private equity firm, where he was an Associate. Prior to Rice, Sangalis Toole and Wilson, Mr. Downie was an Associate in the Equity Trading Group with Donaldson, Lufkin & Jenrette, responsible for energy and transportation. He earned both a BBA and MBA from the University of Texas at Austin.

Jeff leads all aspects of the secondary business, including strategy, investments, fundraising, and portfolio construction. He is principally focused on leading North American secondary opportunities.

Prior to joining Adams Street, he was a strategy consultant with L.E.K. Consulting, where he managed the execution of market-related due diligence for several top-tier private equity firms.

Previously, Jeff worked for two years as an investment associate with William Blair Capital Partners, a Chicago-based private equity fund with $1 billion under management. At WBCP, he participated in all aspects of sourcing, evaluating, executing, and monitoring buyout and growth equity investments. He also has three years of investment banking experience with William Blair & Company and SunTrust Equitable Securities.

Jeff serves on the Advisory Board of several funds within Adams Street’s portfolio. He is also Chair of Adams Street’s Secondary Investment Committee and a member of the Executive Committee

Jeff Eaton

Executive Vice President & Partner, Five Point Infrastructure 

Jeff is a member of the investment team at Five Point Infrastructure and also leads the firm’s capital formation and strategic growth initiatives.

Jeff was previously the Global Co-Head of Eaton Partners, an 80+-person global private capital advisory and fund placement business recognized as one of the leaders in the industry. Jeff chaired the Investment Committees for the North America, EMEA, and APAC private funds groups as well as for the Private Capital Advisory Group. Prior to being elevated to managing the firm, Jeff built and led Eaton’s Real Assets business. During his tenure, Eaton raised over $45 billion for clients focused on Real Asset strategies. Jeff also helped lead the successful sale of Eaton to Stifel Financial.

Prior to joining Eaton Partners, he was a Director at Constellation Energy Commodities Group, leading principal transactions for the group’s natural gas structuring and trading division.

Jeff graduated with honors from Duke University with degrees in Economics and History and received his MBA from Duke’s Fuqua School of Business. He sits on the Duke Innovation and Entrepreneurship (Duke I&E) Board of Advisors.

JEFFREY KEAY, Managing Director, HarbourVest Partners, LLC (Boston)

Jeff Keay joined HarbourVest in 1999 and focuses on global secondary investments across a range of transaction types. Jeff is based in Boston and also worked in the Firm’s London office. Jeff is the Chair of the Firm’s Secondary Investment Committee and he currently serves on a number of advisory boards. Prior to joining the Firm, Jeff spent three years at Ernst & Young LLP, where he specialized in the venture capital and financial services industries. His previous experience also includes working at the Financial Accounting Standards Board. Jeff received a BA (cum laude) in Economics and Accounting from the College of the Holy Cross in 1996.

Jeff is the Managing Partner and Head of Investments at Adams Street. He is responsible for the overall management of the firm and oversees the investment teams’ processes and strategies. Jeff joined Adams Street’s Growth Equity team in 2001 and focuses primarily on growth investments in application software, financial technology and consumer internet.

Prior to joining Adams Street, he served as a Principal for The Parthenon Group, a Boston-based strategy consulting and principal investing firm with Bain Consulting roots.

Jeff is Chairman of both Adams Street’s Portfolio Construction Committee and Executive Committee, and a member of the Growth Equity Investment Committee and New Product Committee.

CURRENT INVESTMENTS
Jeff led the Growth Equity Team’s investments in BoomTown, CBANC Network, Homeward, Millennium Trust, Paylocity (PCTY), Q2 Holdings (QTWO), SnagAJob, and Turnkey (merged with VCSA).

PAST INVESTMENTS
Past Adams Street investments include AMWINS (acquired by New Mountain), Ancestry.com (ACOM), Apto (acquired by BuildOut), ArrowEye, CBeyond (CBEY), Dolex, Gevity HR (GVHR), LogRhythm (acquired by Thoma Bravo), MagicJack (acquired by RILY), MxLogic (acquired by McAfee), Peerless Networks (acquired by Infobip), Setanta, Spiceworks (acquired by Ziff Davis), Stratavia (acquired by Hewlett-Packard), Sympoz (acquired by Comcast), T3Media (acquired by VERI), TicketsNow (acquired by Ticketmaster) and Trendkite (acquired by Cision).

Jenifer Smith advises private and public companies and private equity funds on a wide range of corporate transactions, including mergers and acquisitions and public and private investment deals. 

An experienced and versatile practitioner, Jenifer delivers trusted counsel to boards of directors, management teams, and private equity firms in connection with their key business, legal, and strategic issues over the life of the business. She brings experience across an array of industries, including technology, life sciences, restaurant and hospitality, and consumer packaged goods. 

Jenifer regularly advises clients on:

• Domestic and cross-border mergers and acquisitions
• Public and private investment transactions
• Corporate governance and fiduciary duty issues
• Securities law compliance and SEC disclosure matters
• Emerging companies matters

She has been recognized as one of the Top Women in Dealmaking by The Deal and as a Texas Trailblazer by Texas Lawyer for her outstanding work on securities matters as well as her pro bono work empowering women domestically and abroad. Jenifer has been active in the local Austin community throughout her career and currently serves on the board for Junior Achievement of Central Texas. She is a member of Latham’s Associates Committee, as well as Latham’s WEB Committee.

John Block is the CEO of Unity Partners, a Principles-based private equity firm that partners investors and operators to Build Better Together.  The firm’s Partner & Propel strategy focuses on identifying opportunities to Partner with ambitious leaders in services markets where there is an opportunity to scale platforms through M&A and investments in technology and to Propel value acceleration through investments in people, processes and operational levers that enable organic growth and platform integration.

Prior to founding Unity Partners, John was a Partner at HGGC.  Prior to joining HGGC in 2010, John started his career at Bain & Company.

John received an MBA from the University of Chicago and a BSBA from Washington University in St. Louis.

John Kaercher is a mergers & acquisitions and private equity partner in the Austin office of Kirkland & Ellis LLP. John provides ongoing representation to corporate clients on complex transactions, including domestic and cross-border mergers and acquisitions, divestitures, SPACs, private equity and public and private securities offerings, with a particular focus on the technology, media, telecommunications and energy sectors (including oil and gas, power, renewables, and energy transition).

John forms long-lasting relationships with his clients and is routinely called upon to lead complicated transactions on expedited timelines. In addition, John frequents the speaker circuits, regularly participating on panels or providing insights on topical matters.

John K. Kelley helps investment managers navigate all aspects of their business and operations, with a particular emphasis on forming private investment funds and structuring and executing secondary transactions.

John draws on strategic know-how and keen business acumen to represent sponsors in private fund formation across a wide range of sectors and geographies. He also regularly advises on:

• Complex strategic minority and preferred equity investments
• Structuring firm ownership and operations
• Succession planning
• Spin-outs and executive transitions
• Incentive arrangements

John has extensive experience representing buyers, sellers and market intermediaries in the full spectrum of secondary transactions, including portfolio sales, direct secondaries, preferred equity financings, multi- and single-asset restructurings, tender offers, and synthetic transactions.

He also advises institutional investors on reviewing and negotiating portfolio investments and financings, including investments in private equity, credit, energy, natural resources, real estate, venture capital, and hedge funds as well as co-investments, funds of one, and separately managed accounts.

Mr. May is the Founder and Managing Partner of CORE and is responsible for overseeing all activities of the firm including investment sourcing and valuation, transaction structuring, the securing of acquisition financing, fundraising, and all administrative activities. Before founding CORE, he spent the past 18 years working on transactions with several private equity sponsors principally with The Blackstone Group and H.I.G. Capital.  He currently serves on the boards of the following CORE portfolio companies: Fathom, Vantage, Cohere, Kelvix, Cadrex, Uptive, 3dxtech, PrecisionX Group, Century Box, Aviation Concepts, Winky Lux, IMMEC and Edwards Moving & Rigging.

Mr. May graduated with Honors from East Carolina University with a business degree. He currently serves on the East Carolina University Foundation, Inc. Board of Directors including its Executive Committee and is Chair of the Investment Committee. He is also Co-Founder and former Chairman of the Board for Imerman Angels, a 501(c)(3) Chicago-based cancer support organization. He also is an active member of the Young Presidents’ Organization (YPO), a member of The Economic Club of Chicago, and obtained his Level I Sommelier accreditation from The International Sommelier Guild.

Kaci Boyer is a Managing Director of Neuberger Berman and a senior member of the private equity investment team. Ms. Boyer focuses on designing and implementing customized private equity portfolios for institutional clients, acting as a program manager and a client investment contact for some of NB Private Equity’s largest custom account mandates. In addition, she is also responsible for evaluating and executing private equity investments and assists with business development activities across the private equity platform. Ms. Boyer joined the Dallas office in 2007 and spent nine months in Neuberger Berman’s Hong Kong office focused on private equity investments throughout the Asia Pacific region. In 2017, the National Association of Investment Companies recognized Ms. Boyer as a Rising Star for outstanding contributions she has made to the private equity industry early in her career. Ms. Boyer received a BBA in Finance from Southern Methodist University.

Karl Schade has been structuring, analyzing, and managing private equity investments for over three decades. Today, he serves as Managing Partner of Presidio Investors, the private equity firm he founded in 2007. In this role, Karl has focused on middle market buyouts in the entertainment and business services industries in North America and Europe. At Presidio Investors, Karl, and the team he has recruited, have invested in seventeen platform investments through over forty acquisitions.

Karl also has significant CEO experience. From 2013-2016, he was the CEO of The Presidio Group, a San Francisco-based financial services firm with ~$5 billion of assets under advisement. As CEO, Karl worked with the team and Board of Presidio to grow assets, open a Washington D.C. office, and restructure the firm, resulting in a successful exit. During 2011, Karl also served as CEO of Hattrick Sports Group, one of Presidio Investors’ most successful technology investments.

Prior to founding Presidio Investors, Karl worked for a decade at several large private equity firms, including The Blackstone Group in New York City, Silver Lake Partners in Menlo Park, and Blum Capital Partners in San Francisco. While at these Firms, Karl learned industry best practices and was a team-member on deals representing approximately $1 billion of invested equity capital.

Karl received his MBA from Harvard Business School and his BA from Claremont McKenna College. Karl has served on numerous Boards and Associations and is a frequent speaker at industry events.

Kathy Reiland is a member of the Investment Committee at Integrum.

Kathy has over thirty years of investment and acquisition experience most recently during her tenure at Standard Industries (“Standard”) and 40 North Management (“40 North”) and Evercore Partners (“Evercore”).

Kathy joined Standard and 40 North in 2016 as Head of Strategy and Development and a member of the executive leadership team. Standard is a privately held global industrial company with a broad array of investments, technologies and holdings including building materials assets and next-generation solar solutions. 40 North, a related investment business of Standard Industries, is a fundamentally based investment platform that takes concentrated, long-term positions across a range of sectors to create value for all stakeholders. During her tenure, Kathy was involved in both public and private investments totaling more than $10 billion in enterprise value and ranging from early to late-stage including Braas Monier, W.R. Grace, Clariant, Hover, and Hippo.

Prior to joining Standard, Kathy spent eighteen years as a Senior Managing Director at Evercore, a global independent investment banking advisory firm, and Evercore Capital Partners, Evercore’s private equity platform. During that time, Kathy was a general partner of the private equity funds, and ultimately served as the Chief Operating Officer of the firm’s investment businesses that included private equity, traditional asset management and wealth management. Later, she served as head of Evercore’s international joint ventures in Asia. Kathy was involved in Evercore Capital Partner’s investments in Fidelity Information Services (FIS), Sedgwick, Bollinger and Causeway Capital. In addition, Kathy was actively involved in Evercore’s diversity and recruiting efforts responsible for launching the Women’s Forum which was designed to establish relationship networks and training to position women for senior leadership roles.

Prior to joining Evercore, Kathy was a buy-side equity analyst at Sanford Bernstein and a consultant at Bain & Co.

Kathy earned her B.A. degree from Duke University and an MBA from the Tuck School of Business Administration at Dartmouth.

Marissa Tarleton is a Senior Managing Director at Haveli Investments. Based in Austin, she joined the firm in 2022. Marissa is focused on investment decisions and value creation with Haveli Software portfolio companies. She has over 25 years of experience as an operating and Go-To-Market leader in technology, including her roles as CEO of RetailMeNot and RxSaver, and President of Aceable. She earned her bachelor's degree from Colgate University and an M.B.A. from the University of Texas at Austin. 

Martin Schwertmann is a partner in the Technology & Intellectual Property Transactions Practice Group in the Bay Area office of Kirkland & Ellis LLP.

Martin advises clients on the intellectual property and technology aspects of corporate transactions, including carve-outs, mergers, acquisitions, divestitures, private equity and venture capital investments, and restructuring and debt financing transactions. In addition to his transactional experience, Martin also advises clients on issues relating to data privacy (from a U.S. perspective and with respect to European privacy questions), the licensing of intellectual property, and other technology transactions.

Michael is a Senior Managing Director with Stonepeak and is Co-Head of Energy. Michael joined Stonepeak from First Reserve, where he was an Associate in the Energy Infrastructure Fund, focused primarily on the midstream sector. Prior to First Reserve, Michael was a member of the Global Energy group at Citi. Michael received a Master of Public Accounting and Bachelor of Business Administration from the University of Texas at Austin.

Nick is a Partner at Elsewhere Partners, a lower middle market private equity firm based in Austin, Texas. He joined the firm in 2018 and leads new investments in bootstrapped, founder-led cybersecurity and IT infrastructure software businesses. Previously, Nick was an investor at Serent Capital focused on bootstrapped, founder-led vertical software companies. Prior to Serent, Nick was a management consultant at Bain & Company in the firm’s Private Equity Group advising funds on new investment decisions and portfolio value creation. He received a bachelor’s of science in finance and international business from Indiana University.

Patrick serves as Partner of the NGP funds and concentrates on NGP’s transaction sourcing and execution, as well as the monitoring of active portfolio companies. He is a member of the NGP Investment committee, and he joined NGP in 2015.  Patrick has an extensive background in the energy sector, having spent 22 years primarily focused on energy financing alternatives for the upstream and midstream industries. 

Prior to NGP, Patrick was a Managing Director with JPMorgan Securities, which he joined in 2012 to launch and build the Middle Market Oil and Gas Finance platform. In addition to directly covering oil and gas companies, Patrick and his team led the coverage of energy-focused private equity sponsors.  

Patrick received a B.S. in Finance from Louisiana State University in 2000.

Patrick Severson joined Vista Equity Partners in 2013. Mr. Severson is Co-Head of the Vista Foundation Funds and sits on its Investment Committee. Additionally, he serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. Mr. Severson currently sits on the boards of Assent Compliance, Bonterra, ESO, Granicus, Khoros, Kibo, LogicMonitor, Naviga, Poppulo, Power Factors, Sonatype and Trintech. He was also actively involved in the firm’s investments in AGDATA, AlertMedia, ARCOS, Autotask, PeopleAdmin, Regulatory DataCorp (RDC), Return Path, StarRez, TigerConnect and Wrike.

Prior to joining Vista, Mr. Severson worked as Partner at Warburg Pincus where he spent 12 years investing in and working with software companies at all stages from startup to buyout. Before his time with Warburg Pincus, Mr. Severson worked at Booz-Allen & Hamilton, where he was a Consultant. Prior to Booz-Allen, Mr. Severson worked at Price Waterhouse, where he focused on media and technology industries.

Education

B.S. in Computer Science, Stanford University
M.B.A., Columbia University

Mr. Huff has over twenty years of experience in the private equity industry and has been a partner in several private equity funds raised by Austin Ventures and J. H. Whitney. Mr. Huff led investments in, and had board responsibilities for, profitable investments in industry-leading companies such as R360 Environmental Solutions, Brooks Sports, ICON International, Kana Communications, Metis and Tallan.

Prior to co-founding Blue Sage in 2002, Mr. Huff was a partner at Austin Ventures, a large private equity fund based in Austin, Texas. Prior to joining Austin Ventures, he was a managing member at J. H. Whitney, a private equity firm that grew from approximately Blue Sage’s size to over $5 billion of assets under management while Mr. Huff was with the firm. Before joining Whitney, Mr. Huff was a Fulbright Scholar at the National University of Singapore and worked with McKinsey and Company.

Mr. Huff is a member of the Young Presidents’ Organization (YPO) and a Founding Board Member of ACG Central Texas. He was also elected to the national Small Business Investor Alliance (SBIA) Board of Governors in 2011.

Mr. Huff received his undergraduate degree from Southern Methodist University in Dallas, where he graduated first in his class, was President of the Student Center Governing Board and earned First-Team Academic All-American honors in track and field. He earned his MBA from the Stanford Graduate School of Business.

Phil Iler is a Principal on the Manufactured Products team for Pritzker Private Capital. Phil works with Bardstown Bourbon Company, C.H. Guenther, Monogram Foods, and Sugar Foods. Phil initially joined PPC in 2016 as an Associate and re-joined the Firm in 2020 after business school. Prior to PPC, Phil was an Investment Banking Analyst at SunTrust Robinson Humphrey. Phil received his M.B.A. from the University of Chicago Booth School of Business and his B.S. in Finance from Wake Forest University.

Mr. Thomas is a Managing Director of Peak Rock. He is responsible for all aspects of the investment process including sourcing, structuring, financing, and supporting the execution of growth and value creation initiatives. Mr. Thomas serves on the Board of Directors of numerous portfolio companies and has led investments across a wide range of industries including technology, business services, consumer, distribution, and industrials sectors.

Mr. Thomas possesses over 15 years of private equity and M&A experience, having previously worked at H.I.G. Capital and Sorenson Capital. Mr. Thomas began his career working in the investment banking divisions of Credit Suisse and Lehman Brothers.

Mr. Thomas received master’s degrees in business administration and international studies from the Wharton School and the University of Pennsylvania, respectively. He received a bachelor’s degree in accounting from Brigham Young University.

Rene Benedetto a Managing Director and Senior Relationship Manager responsible for business development, investor relations and strategic fundraising initiatives with institutional investors across Carlyle’s three business segments. Rene is based in Austin, Texas.

Rene has 25+ years of private equity investing, business development, fundraising, and board experience.  Prior to Carlyle, Rene was a Managing Director of Certares Management LLC, an investment firm with ~$10B of AUM across Private Equity, Credit and Real Estate, where she focused on private equity investing and fund marketing for Certares Real Estate and Private Equity platforms. Prior to Certares, Rene was a Managing Director of Trivergance LLC, a mid-market private equity firm, where she led investments, debt and equity capital raising, business development and strategic partnerships with Fortune 500 brands.

Prior to Trivergance, Rene was a Principal at Halyard Capital, a middle-market private equity fund focused on media and tech-enabled business services investments.  Prior to Halyard, Ms. Benedetto was a General Partner at Impact Venture Partners, a technology-focused venture capital fund. Rene also held positions as a Director at CIBC’s merchant banking group and a Senior Analyst at Bank of America’s growth equity and investment banking groups.

Rene has served on the boards of multiple companies and currently serves as on the Deans Advisory Council of the University of Texas McCombs School of Business and on the Executive Council of New York for McCombs. She is also a Member of Private Equity Women Investor Network (PEWIN).

Rene received an M.B.A. from the Wharton School of The University of Pennsylvania and a B.B.A. in Finance with Highest Honors, from The University of Texas at Austin.

Roy Burns, Managing Director at TA Associates (“TA”), is co-head of the Firm’s North America financial services investing efforts and a member of the Core Investment Committee. Based out of TA’s Austin office, Roy focuses on investments in financial services and financial technology companies, including electronic payment, investment management and wealth management end markets. Roy serves on the Board of Directors of AffiniPay, Apex Group, Caprock, Financial Information Technologies (Fintech), Orion Advisor Solutions, Rectangle Health and Wealth Enhancement Group. Additionally, Roy led or was actively involved in TA’s investments in BluePay, Cardtronics, Dealer Tire, Exeter Property Group, First Eagle Investment Management, K2 Advisors, Numeric Investors and Stadion Money Management. Prior to joining TA in 2001, he worked at Banc of America Securities in its High Yield and Leveraged Finance Group, and at Davidson Kempner Partners where he focused on public company investments. He earned a BS in Business Administration, with Special Attainments, from Washington and Lee University and his MBA as an Arjay Miller Scholar from the Stanford Graduate School of Business. Roy is a Leadership Circle member of The Honor Foundation, and he was formerly a Trustee of the Boston Ballet and an Advisor of the Museum of Fine Arts, Boston.

Sandeep Swaminathan is a Senior Managing Director at Haveli Investments and is based in Austin. Sandeep is an experienced technology investor and operator. At Haveli, he is focused on the entire investment life cycle from sector ideation to exit with special emphasis on portfolio value creation. Prior to Haveli, he was a Partner at Bregal Sagemont, a growth equity firm, and worked at Vista Equity Partners. During his time in private equity, Sandeep has worked on approximately 25 investments across all facets of Enterprise Software and has partnered with portfolio company management to drive growth in revenues and profitability. Sandeep is an Engineer by background and received his MBA from The University of Chicago Booth School of Business and his MS from The Georgia Institute of Technology. He is married, has two children, and enjoys traveling, running, and spending time with his family.

Thomas is the Founder and CEO of Teragonia, a digital capability enabler for financial sponsors and portfolio companies to exponentially boost value creation, elevate fund professional productivity, and accelerate LP dollars. Adept in quantitative techniques and technology, Thomas, his co-founders, and team of business, technology, and quantitative experts create digital solutions in the gen AI era with a vision of pushing the boundaries of returns and efficiency.

A trusted advisor to financial sponsors, sovereign wealth funds, and conglomerates headquartered on all continents, Thomas advised clients throughout his career on transformative M&A transactions worth over $15 billion in aggregate. Based on his global experiences, Thomas applies a distinct, multicultural perspective to business building.

Prior to founding Teragonia, Thomas worked at Houlihan Lokey for five years where he established two successful and fast-growing practices from the ground up, including a sophisticated data science practice. He led the design and development of a fit-for-purpose, cutting-edge, and highly secure data science technology platform capable of hosting thousands of users and supporting several hundred clients. Leveraging the platform, he innovated several scalable and quickly deployable analytics applications creating significant value for the financial sponsor clients. Thomas also spent over a decade at Ernst & Young, working in the Assurance, M&A Diligence and Strategy Consulting practices in London and Houston, Texas.

Thomas is a Chartered Accountant, and a member of the Institute of Chartered Accountants of Scotland.  He received his Master of Commerce from MG University, India and his MS Finance from the University of Strathclyde, U.K.

Tobias (Toby) Knapp is a partner in Baker McKenzie's Transactional practice group, based in the New York office. Toby is an internationally recognized advisor to strategic and financial sponsor clients. He has been recognized by Chambers USA as one of New York’s leading lawyers for Mergers & Acquisitions, by The Legal 500 in the categories of middle-market and large M&A transactions, and as a notable practitioner by the International Financial Law Review.

Practice Focus

Toby counsels both US and multinational clients across a broad range of industries in their most important strategic and investment transactions. He routinely advises clients on corporate governance, shareholder activism, fiduciary and investment advisory relationships and a broad range of capital raising transactions.

Representative Legal Matters

Prior to joining the Firm, Toby advised on the following matters:

• A leading publicly traded technology solutions and specialty components manufacturer in acquisitions, divestitures and other strategic transactions across the United States and Asia.

• A leading European stock exchange and financial information company on US-based M&A transactions.

• A publicly traded pharmaceutical company in multiple strategic and capital raising transaction and sale through an all-stock merger combination.

• A leading asset management and corporate trust firm on numerous private equity investment transactions.

• A Nasdaq-listed live TV streaming company in its acquisition of a French media organization.

• A UK-based publicly traded sports media and gaming company in its acquisition of a sports data analytics and technology business.

• A leading Japanese trading company in acquisition and investment transactions in North and South America.

Over the past 25 years Mr. Ludlow has focused on acquiring, growing, and managing various public and private companies. During the past fifteen years he has been involved in more than 55 transactions.

Currently, Mr. Ludlow is a founder of Baymark Partners focused on investments in service based and technology middle-market companies. Prior to founding Baymark Partners, Mr. Ludlow was a Director, the General Counsel, and Chief Financial Officer of Transition Capital Partners, a middle-market private equity firm with over 25 investments in various service based businesses. Prior to joining Transition Capital Partners, Mr. Ludlow held various senior level positions in large and small public companies as well as practicing M&A, corporate, and securities law in a law firm.

Mr. Ludlow was a Vice President at Affiliated Computer Services, Inc. (ACS), a $6.5 billion, Fortune 500 company in the business process and information technology outsourcing industry. He was responsible for integrating new acquisitions, internal business improvement consulting, negotiating complex contracts with Fortune 100 clients, and legal and accounting compliance.

Prior to ACS, Mr. Ludlow practiced M&A, corporate, and securities law at Hallett & Perrin, P.C., where he represented various publicly-traded and privately-held businesses in connection with public offerings of equity and debt, private placements of equity, venture capital and leveraged financing. He also represented various businesses in connection with mergers and negotiated acquisitions of assets and securities. Prior to working as an attorney, Mr. Ludlow worked at Dallas Semiconductor Corporation, a $350M manufacturing company where he held several accounting and finance positions and ultimately earned the position of Manufacturing Controller.

Mr. Ludlow received his JD from Southern Methodist University School of Law and a BBA in Accounting from the University of Texas at Arlington. He is a member of the State Bar of Texas and a Certified Public Accountant.

Victor Masaya joined Presidio Investors in 2009 and has approximately two decades of private equity investment, financial services, and operating experience. Mr. Masaya serves as Managing Partner for Presidio Investors, where he focuses on lower-middle market private equity investing.

Prior to Presidio Investors, Mr. Masaya served as an investment banker for Presidio Merchant Partners, advising companies on corporate finance transactions and mergers & acquisitions. Previously, he held corporate strategy, finance, and operating roles at GreenPoint Mortgage, a mortgage banking company, and tax and accounting roles at PricewaterhouseCoopers.

Mr. Masaya received an MBA from the Ross School of Business, University of Michigan and a Master of Business, Taxation from the University of Southern California. He earned his undergraduate degree from the Haas School of Business, University of California, Berkeley.

Mr. Masaya is also active in the community, currently serving as a Board Member for Arts Bridging the Gap, based in Los Angeles, California, offering programs that utilize the arts to provide support for young people in under-resourced areas. He also formerly served as a member of the Board and Vice Chairman of the East Bay Asian Youth Center in Oakland, California and is a founding member of Project by Project San Francisco.

Presidio Board Seats: Resolve Tech Solutions, Podium Audio, Golden Pear Funding, Alliant National, NHF, IDS, and Lindora

Yoni Riemer is the Managing Director of Investor Relations and Corporate Development at Peak Rock Capital. In his role, Yoni leads the Investor Relations team across all Peak Rock fund strategies, and also helps oversee communications and firm development initiatives. He joined Peak Rock in its inaugural fund as a Vice President, and subsequently served as a Principal on the Private Equity investment team prior to his current leadership role.

Peak Rock Capital is a leading middle-market private investment firm headquartered in Austin, Texas, making equity and debt investments in companies in North America and Europe. Peak Rock’s equity investment platform focuses on opportunities where it can support senior management to drive rapid growth and performance improvement, with expertise in corporate carve-outs and partnering with families and founders seeking first-time institutional capital.