Patrick M. Cunningham
Managing Director
Capital Dynamics

Patrick is a Managing Director in the Capital Dynamics Investment Management and Business Development teams based in New York. Pat has experience in private equity, alternative investments, and institutional sales and has held senior positions at investment firms including J.P. Morgan, Bear Stearns, Marsh & McLennan and Knight Capital. Pat holds an AB from the College of the Holy Cross and an MBA in Finance from the Stern School of Business at New York University.

Capital Dynamics is a global asset management firm that manages and has advised on a combined total exceeding USD 21 billion in private equity and real estate funds. We strive to deliver success to our investment partners through customized investment strategies, rigorous processes, in-depth portfolio and risk management and local knowledge of global markets. The firm has offices in New York, Zurich, Silicon Valley, London, Birmingham (UK), Hong Kong and Munich.

Jamie Ebersole
Senior Investment Director
SL Capital Partners (US) Limited

Jamie is a Senior Investment Director at SL Capital Partners having joined the firm in August of 2008. He is responsible for leading the U.S. investment activities including the selection and disposition of private equity investments. Prior to joining SL Capital Partners, he spent eight years at Allianz Private Equity Partners where he was most recently the Head of the New York office and a member of the global investment committee. He holds an MBA from the McCombs School of Business at the University of Texas, Austin, an MBA from the Pontificia Universidad Catolica de Chile, and a joint BA/MA from Tufts University. Jamie is a CFA Charterholder and a member of the NYSSA.

Michael J. Forestner
Director of Private Markets
Hammond Associates

Mr. Forestner is the Director of Private Markets for Hammond Associates where he is responsible for advising institutional clients on private equity and real assets investments and is a member of the firm’s Internal Investment Committee. Michael has responsibility for performing due diligence on and the monitoring of a broad spectrum of partnerships in the venture capital, buyout, real estate, natural resources, infrastructure and special situation sectors, and oversees a staff of four. He also represents clients on twelve limited partner advisory boards.

Prior to joining Hammond Associates in 2003, Michael spent two years as Managing Director of EndPoint Capital, an SEC-registered investment advisor managing in-kind stock distributions from venture capital partnerships for private equity investors. Prior to EndPoint, Michael was with Southern Company from 1996-2000, where he was responsible for managing the private equity and global fixed income components of the company’s pension plan. Prior to his position at Southern Company, he was an Equity Analyst and Trader for Equity Investment Corporation, a mid-cap value equity money manager. Michael earned a BBA in Finance and an MBA in Finance and MIS from the University of Georgia and has received the Chartered Financial Analyst designation.

Carmen J. Gigliotti
Managing Director
DuPont Capital Management

CARMEN J. GIGLIOTTI, CFA, CPA (inactive), Managing Director - Mr. Gigliotti joined DCM in 1992 and manages the investment team responsible for partnership selection and portfolio management.

Prior to joining DCM, Mr. Gigliotti was Vice President of First Westinghouse Capital Corporation, where he was responsible for making direct investments in private placements of subordinated debt and equity. Prior to joining Westinghouse, he was Assistant Vice President of Mergers and Acquisitions at PNC Merchant Banking where he advised bank clients on acquisition and divestiture transactions, and valuations. Prior to joining PNC, he was with Price Waterhouse, where his last assignment was Tax Manager.

Mr. Gigliotti earned his B.S. at Pennsylvania State University, his M.B.A. at the University of Pittsburgh and is a CFA charterholder.

Brett Gordon
Managing Director
HarbourVest Partners, LLC

Brett Gordon is a member of HarbourVest’s secondary investment team. He joined HarbourVest in 1998 as an analyst after receiving his MBA. Brett is one of the leaders of the secondary team, focused on the purchase of U.S. and non-U.S. investments in limited partnerships and portfolios of direct investments. Brett currently serves on the advisory boards of partnerships managed by American Capital Equity Management, Jerusalem Global Ventures, Macquarie Advanced Investment Partners, MidOcean Partners, Tenaya Capital, Vitalife Partners, and the valuation committees of EnerTech Capital and TL Ventures. Brett’s previous experience includes serving as a vice president for The Princeton Review of Boston, Inc., where he managed all operational functions of the organization and was responsible for long range strategic planning. He received a BS in Management (magna cum laude) from Boston University in 1990 and an MBA (summa cum laude) from Babson College in 1998.

Jennifer Harris
Editor - Private Equity Manager
PEI Media Ltd

Jennifer Harris is the editor of Private Equity Manager, PEI Media’s publication covering finance, legal, and operational issues affecting private equity firms globally. Jennifer is also a regular contributor to PEI Asia, Private Equity International, and PrivateEquityOnline. Jennifer graduated from Yale University with a Bachelor’s degree in economics.

Tom Keck
Chief Investment Officer
StepStone Group

Tom Keck oversees StepStone Group's investment activities including research and due diligence. Mr. Keck Chairs the Investment Committee and sits on the Management Committee.

Prior to founding StepStone, Mr. Keck was a Managing Director and Head of Research at PCG where he was the Chairman of PCG's Investment Committee. Mr. Keck led the restructuring of PCG's investment process, organizing PCG's staff of twenty research professionals into sub-sector specialties to ensure broad and deep market coverage.

Prior to joining PCG, Mr. Keck was a principal with Blue Capital, a middle market buyout firm founded by partners from McKinsey & Company. Mr. Keck played an integral role in all aspects of Blue's investment activities, including serving as the CFO of Stravina, a consumer products company.

Before joining Blue Capital, Mr. Keck was Director of Corporate Development at CollegeClub, a SONY backed social networking internet portal focused on 18-24 year olds. Mr. Keck was recruited into College Club from McKinsey & Company, where he worked in the Corporate Finance practice performing M&A advisory and due diligence support for strategic acquirers and financial sponsors.

Mr. Keck is a graduate, with high honors, of the University of Chicago Graduate School of Business. He served in the US Navy as a Naval Flight Officer, receiving numerous decorations flying EA-6Bs off the USS Nimitz (CVN-68). He received his BA, cum laude, from The George Washington University.

Andrew Kwee
Principal
LGT Capital Partners (USA) Inc.

Mr. Andrew Kwee is currently a Principal at LGT Capital Partners (USA) Inc. He is based in the firm's New York office and leads its US private equity office. Previously, Mr. Kwee worked at GIC Special Investments Pte Ltd. as a Senior Vice President. He spent ten years at the firm and was responsible for establishing and managing its New York office. Before joining GIC, he worked in project management for Tishman Realty and Construction Corporsation. Mr. Kwee holds an M.B.A. degree from the Wharton School at the University of Pennsylvania and a Masters in Civil Engineering from Stanford University.

Carmen H. Lonstein
Principal
Baker & McKenzie LLP

Carmen H. Lonstein is a partner in the Chicago office and chair of the Financial Restructuring, Creditors’ Rights and Bankruptcy Practice Group in North America. Ms. Lonstein has been a corporate restructuring and creditors' rights lawyer for more than twenty-three years, regularly practicing in federal and bankruptcy courts around the country. Prior to joining Baker McKenzie, Ms. Lonstein chaired the Bankruptcy and Restructuring Group at Bell Boyd and Lloyd LLP.

She has extensive experience in a wide range of bankruptcy, corporate restructuring and related litigation matters and has built a national practice that includes a number of financial and institutional clients that frequently consult with her in complex bankruptcy and corporate matters. Her broad Chapter 11 and workout practice has included the representation of debtors, official creditors’ and equity committees, secured creditors, landlords, purchasers, trustees, and institutional and distressed investors. Ms. Lonstein frequently assists domestic and international clients in evaluating strategies for potential and actual investments in distressed companies around the country. She also frequently works with potential buyers and stalking horse bidders in Chapter 11 sales of assets, a topic on which she has lectured frequently.

Ms. Lonstein's broad experience includes counseling corporate, financial and institutional creditors and lenders in their efforts to maximize recoveries, including minimizing claim exposure and expediting the recovery of collateral. Her practice also includes the representation of creditors in workout negotiations, objections to proposed plans of reorganization and in the development of effective pre- and post-bankruptcy strategies related to insolvent companies in a wide range of industries.

Education /Court and Bar Admissions

Ms. Lonstein received her J.D. from the New York University School of Law in 1987 and her B.A. from Hunter University, City University of New York where she graduated Magna Cum Laude. She is a member of the Bar Associations for the States of Florida, Illinois and New York. She is admitted to practice in United States District Courts for the Southern and Middle Districts of Florida and the Northern District of Illinois and frequently appears in the United States Bankruptcy Courts in Delaware and the Southern District of New York. She is also admitted to practice before the United States Courts of Appeals for the Seventh and Eleventh Circuits.

Affiliations

Her professional affiliations include membership in the International Women’s Insolvency and Restructuring Confederation (IWIRC), the American Bankruptcy Institute (ABI) the Turnaround Management Association, and the International Bar Association (IBA). Ms. Lonstein serves as Vice-Chair of the IBA’s SIRC Reorganizations and Workouts Subcommittee.

Civic

Ms. Lonstein is actively involved and serves on the board of directors of the National Institute of Puerto Rican Arts She is also an active member of the Latino Civic Committee of Chicago's Goodman Theatre and the Hispanic Lawyers Association of Illinois.

Kevin Nee
President of Private Markets Group
Wilshire Associates, Inc.

Kevin Nee is the president of Wilshire Private Markets and a member of the Wilshire Associates Board of Directors. A 16-year veteran of the private capital markets, with extensive experience working in the international private capital markets arena, Mr. Nee joined Wilshire Associates in 2009 when he was named president of Wilshire Private Markets by Wilshire Associates’ Executive Committee.

Prior to joining Wilshire Associates, Mr. Nee was a managing director and member of the investment and management committees for the BlackRock Private Equity Partners team. Prior to BlackRock Inc.’s acquisition of Quellos Group, LLC, Kevin was a principal of the latter, where he co-founded Quellos Group’s private capital division. Mr. Nee also was a member of that division’s investment committee and portfolio management group, and served on the firm’s portfolio management group responsible for co-investment activities across alternative asset classes. Mr. Nee began his private markets career with INVESCO’s private capital group, where he managed fund-of-funds portfolios and participated in directed company investments, and also worked for Capital Z Investments.

Mr. Nee is a summa cum laude graduate of Villanova University with a Bachelor of Science degree in Finance, and received his Master in Business Administration degree, with honors, from Columbia Business School. He is also a Chartered Financial Analyst.

Courtney Nowell
Partner
Patton Boggs LLP

As co-head of the firm’s Private Capital and Investment Group, Courtney Nowell focuses her practice on domestic and international business transactions, primarily representing institutional investor clients in private equity and other investment funds, including LBO, venture capital, distressed debt and real estate funds, as well as funds focused on the secondary market.

Ms. Nowell has extensive experience representing one of the largest institutional investors in the world with respect to its global private equity and real estate fund portfolio, and provides clients with creative, business-focused fiduciary and transactional counsel. She counsels clients on a wide range of business and federal taxation issues, including the sovereign immunity status of foreign governments, foreign ownership of U.S. real estate, the application of bilateral tax treaties and withholding tax obligations. Ms. Nowell also advises institutional investor clients with respect to U.S. and international corporate compliance and governance issues, and advises nonprofit corporation clients with respect to corporate structuring and compliance issues.

Before joining the firm, Ms. Nowell worked in the national tax department of a national accounting and professional services firm, where she reviewed tax opinions, drafted requests for administrative guidance from the Internal Revenue Service (IRS) and monitored tax legislative developments.

Education
Georgetown University, LL.M., with distinction, 1999
College of William & Mary, J.D., 1996
Wellesley College, B.A., cum laude, 1993

Bar Admissions
District of Columbia
Virginia

Court Admissions
U.S. Tax Court
U.S. District Court for the District of Eastern Virginia

Christine Pastore
Investment Officer Head of Private Equity
New Jersey Department of the Treasury

Christine Pastore has been an Investment Officer with the New Jersey Division of Investment since January 2005. The State Investment Council, which governs the Division, put forth a plan to invest 17% of the total pension assets into Alternative Investments in November 2004, of which 5% is to be invested in private equity. Ms. Pastore is responsible for devising the business plan for private equity asset allocation and building a diversified private equity portfolio for the pension fund. Her responsibilities include conducting manager research, conducting manager due diligence, selecting and making recommendations to the CIO for approval, monitoring and measuring manager performance (representing the State of New Jersey on 30 advisory boards), as well as negotiating business terms and legal issues within the partnership agreements.

Ms. Pastore had 15 years prior experience with the New Jersey Legislature. Her most recent position prior to the current was Deputy Budget Director for the General Assembly. In that position she was responsible for functions related to the General Assembly’s role in the State’s budget process.

Ms. Pastore began working for the Legislature in 1990. In 1994 she joined the General Assembly Republican Office as a budget analyst. She was promoted in 1997 to Fiscal Administrator, in 2000 to Director of Administration, and finally in 2002 to Deputy Budget Director which she held until joining the Division of Investment.

Ms. Pastore attended Rider University. She holds a Bachelor of Science in Business Administration and a Master of Business Administration, both of which concentrated in Finance.

Imogen Rose-Smith
Staff Writer
Institutional Investor Magazine

Imogen Rose-Smith is a Staff Writer with Institutional Investor covering investors, alternative investments and the capital markets. Recent features she worked on include: “Collision Course” a March 2010 Institutional Investor Magazine cover story on what lessons the bankruptcy of General Motors have to teach about the looming crisis at public pension funds and “Shadow Lands” a October 2009 Institutional Investor Magazine investigative cover story on corruption at public pension funds. Between December 2005 and the summer of 2009 Imogen was a Staff Writer for Alpha, Institutional Investor’s hedge fund publication. Prior to joining Institutional Investor she worked as an Associate Editor for Trader Monthly, a lifestyle and finance publication for traders. Imogen began her journalism carrier at Money Management Letter, an Institutional Investor News publication covering the defined benefit pension industry.

Jennifer Rossa
Managing Editor, Private Equity Analyst
Dow Jones & Co.

Ms. Rossa is managing editor of Private Equity Analyst, and also oversees LBO Wire and VentureWire. She joined Dow Jones in 1999, originally working in the newswires division. Prior to Dow Jones, she was managing editor of The Moscow Tribune, an English-language daily in Russia. Ms. Rossa received a BA in Russian history from the University of Chicago.

Sheryl Schwartz
Managing Director & Head of Alternative Investments
TIAA-CREF

Sheryl Schwartz is Managing Director, Alternative Investments at TIAA-CREF and since 1997 has built a diversified Alternatives portfolio for TIAA with over $10 billion in commitments that includes growth capital and buyout funds, emerging market and international funds, venture capital funds, distressed debt and distressed equity funds, energy and infrastructure funds, private equity and mezzanine debt co-investments, and timber investments.

Ms. Schwartz played a key role in developing TIAA-CREF’s Alternative Investments strategy in 1997. Sheryl joined TIAA in 1988 and spent three years in corporate private placements, two years trading secondary private placements and four years in mortgage-backed and asset-backed securities prior to her current position. In the private ABS group she made investments in mutual fund fee securitizations, future receivables in emerging market countries, franchise loan receivables, variable annuity fee securitization, time share receivables, CBO’s, CLO’s, credit card company receivable “C” tranches, and private label credit card receivables.

Prior to joining TIAA, Sheryl worked at Irving Trust Company. She holds a BS in Finance (1985) and an MBA in Finance (1988) from New York University.

TIAA-CREF is a national financial services organization and the leading provider of retirement services in the academic, research, medical and cultural fields with more than $398 billion in combined assets under management (9/30/08).

Charles Van Vleet
Director, Portfolio Investments
United Technologies

Charles Van Vleet is a Director, Pension Investments for the United Technologies (UTC) Defined Benefit and Defined Contribution Savings Plan. His investment oversight includes real estate, fixed income, private equity and derivative-overlay structures.

Charles has been with UTC since September 2005 following Portfolio Manager experience in New York, London and Tokyo with Alliance Capital, Putnam and Warburg Pincus. He holds degrees in Economics and Political Science from UC Berkeley, Berkeley CA.

John Wolak
Managing Director
Morgan Stanley Alternative Investment Partners

John is a portfolio manager for the Private Equity Fund of Funds group. He joined Morgan Stanley in 2002 and has 21 years of relevant industry experience. Prior to joining Morgan Stanley AIP, John was a portfolio manager in the private equity group of DuPont Capital Management where he was responsible for managing a $2 billion private equity portfolio of partnership, secondary and direct investments. While at DuPont Capital, he was a member of over 15 advisory boards, a director of Triton Coal Company, and a member of the Investment Committee of Emerging Europe Capital Investors, an Eastern European private equity fund. John is also a founding member of Wilton Asset Management, a joint venture fund-of-funds business with State Street Global Advisors. Previously, he was a vice president at Bank of America where he was responsible for originating, structuring and negotiating financing for leveraged buyouts as well as assisting clients with private capital raising activities. Prior to joining Bank of America, John was a senior accountant with Brout & Co. He received a B.S. in accounting from Bloomsburg University and an M.B.A. from the University of Notre Dame. John holds the Chartered Financial Analyst designation and is a Certified Public Accountant.

Don Wood
Managing Director
Draper Fisher Jurvetson

Don Wood is a Managing Director of Draper Fisher Jurvetson, where he leads the DFJ Global Network Funds and is an active member of DFJ's investment team, with a primary focus on Cleantech and IT investing. The DFJ Global Network has grown to include 16 funds managing over $6B on four continents, with 140 professionals, and hundreds of active portfolio companies. Don's cleantech career began with his first post-college job at the U.S. Environmental Protection Agency in Washington, D.C. working in the policy planning department. Later he was SVP of Sales and Marketing at International Power Technology which designed, financed, installed and operated gas-turbine co-generation power plants. Don also assisted the founders of SunPower (SPWR) in writing their original business plans and raising capital. Don served on the Board and was President of Metricom (MCOM), which provided wireless smart grid systems to utilities and pioneered the first wireless mesh-network Internet service known as Ricochet. Don's active cleantech investments include Oasys and Konarka.

Prior to joining, DFJ Don was a General Partner at Vanguard Ventures where he invested in IT, consumer internet, and cleantech. Don's past and present Boards include Vocera Communications, ZipRealty (ZIPR), Reflectivity (acq. by TI), Sylantro (acq. by BroadSoft), Cooking.com, Casabi, MySoftware (MYSW), and the Entrepreneurs Foundation, a non-profit community organization. Don was also with Octel Communications (OCTL), worldwide leader in voicemail systems. He co-founded Wood-Howard Products with his patent for a laminated publishing format which he later licensed to Simon and Schuster, FastMark, Rand McNally, and others; more than 100 million products have been sold under these licenses. Don was also a consultant with McKinsey and Company in their SF and Sydney offices.

Don earned a Bachelor of Arts degree in Economics from Stanford University, and a Master in Business Administration degree from the Stanford Graduate School of Business. Don recently won the "Nonprofit Board Leader Award" from The Volunteer Center of San Francisco. Don is still trying to improve his sailboarding, golfing, and skiing; his basketball is now limited to watching Stanford play.