2010 Leadership in the Private Capital Markets (New York)
Tuesday, November 9, 2010
New York, NY
Tom Angell
Principal
Rothstein Kass
Tom Angell is the principal-in-charge of Rothstein Kass’ national Commercial Services Group and its Private Equity practice, and he is a member of the Firm’s Executive Committee.
Tom has extensive experience with both public and private companies, including advising private equity funds and investment advisors on all aspects of private equity transactions, such as raising financing, deal origination and structuring. He has over 25 years of experience providing audit, tax and consulting services to middle market businesses in the manufacturing, distribution, and service industries. Additionally, Tom specializes in organizational structure, operational issues and mergers and acquisitions for middle market businesses.
Tom is a certified public accountant and he is a member of the New Jersey, New York, and Virginia Societies of Certified Public Accountants as well as the American Institute of Certified Public Accountants (AICPA). He received a Bachelor of Science degree in Business Administration from Rutgers College and a Master of Business Administration degree in Information Systems from the Rutgers Graduate School of Management.
His activities outside the Firm include membership in and serving as a former chair of the AICPA Large Firm networking group. Tom also serves as a treasurer to the Drumthwacket Foundation in New Jersey.
John Bates
Partner
Arlington Capital Partners
John is a Partner of the Firm and a member of its Investment Committee. He joined Arlington in 2000, and focuses primarily and has led or co-led investments in each of the education, healthcare, information services, interactive marketing, and media sectors. During his nineteen year career in private equity and investment banking, John has completed over $100 billion of transactions in a variety of industries.
Before joining Arlington in 2000, John was a Vice President in the Mergers and Acquisitions Group at Lehman Brothers. As a founding member of Lehman Brothers' Communications Mergers and Acquisitions Group, John focused on the communications, business services, media, and technology industries, and completed transactions ranging in size from $30 million to $56 billion. During John's seven years at Lehman Brothers, he executed several of the industry's most notable transactions, including multi-billion dollar transactions for each of the following clients: ADT Limited (Tyco), Ameritech (Tele Danmark), Digital Equipment (Compaq), EXCEL Communications (Telco), MediaOne Group (Microsoft/Telewest), Olivetti (Mannesmann/CCI), Pennzoil (Chevron), Teleglobe (BCE), and U S WEST (Qwest). During this time period, John also executed numerous other merger and acquisition transactions, strategic advisory and hostile defense assignments, and corporate financings, including initial public offerings, common stock and preferred stock financings, and debt financings. John began his business career as an analyst at Price Waterhouse.
John holds an M.B.A. degree in finance and is a Director's List recipient from the Wharton School of Business at the University of Pennsylvania. He is also a graduate of Princeton University with a B.A. in Political Economics. John also previously was All-American Consideration for U.S. Swimming.
John currently serves on the Board of Directors of Advanced Health, Ad Venture Interactive (formerly PlattForm Holdings), BrightStar Education Group, Sports Information Group (Daily Racing Form), Virgo Holdings, and Capital Partners For Education.
Jennifer Bellah Maguire
Partner
Gibson, Dunn & Crutcher LLP
Jennifer Bellah Maguire is a partner in Gibson, Dunn & Crutcher’s Los Angeles office and is co-chair to the firm’s Investment Fund Group. She was a law clerk for the Honorable Mary M. Schroeder, currently Chief Judge of the U.S. Court of Appeals, Ninth Circuit. She holds a bachelor of arts from Bryn Mawr College, magna cum laude, and studied for one year at Sorbonne University in Paris, France. Ms. Bellah Maguire graduated from Boalt Hall School of Law, University of California, where she was a member of the Order of the Coif and served as an Associate Editor for the California Law Review. She speaks and writes French fluently and practiced in the firm’s Paris office in the late ‘80s.
Ms. Bellah Maguire’s practice focuses on private equity and mergers and acquisitions, including public company transactions and divestitures. Currently and for the past several years, Chambers and Partners has recognized her as a leading lawyer nationwide in the areas of Private Equity: Fund Formation and Buyouts and in California in the area of Corporate M&A: Private Equity. International Financial Law Review named her as a Leading Lawyer in US Private Equity 2006 through 2008 and 2010. The Los Angeles Business Journal also named Ms. Bellah Maguire among "The Best of the Bar" for Corporate Transactions in 2007. Recently, Ms. Bellah Maguire was selected among the nation’s leading attorneys for the Securities Law category in the 2010 edition of The Best Lawyers in America.
Ms. Bellah Maguire has represented a number of groups in raising leveraged buy-out, venture and other funds, including the $5.3 billion leveraged buy-out fund raised by Leonard Green & Partners in 2007, Green Equity Investors IV’s going-private acquisition of The Sports Authority, several prior funds for Leonard Green & Partners, and GI Partners' private equity buy-out fund with commitments of $1.42 billion.
Ms. Bellah Maguire speaks frequently on corporate and securities topics. Ms. Bellah Maguire is a member of the Board of Directors of Big Brothers and Big Sisters of Los Angeles, a member of the Board of Governors of the Otis School of Design and a founding member of the board of the Los Angeles Ballet.
Brad Bernstein
Partner
FTV Capital
Brad has 17 years of private equity experience. Prior to FTV Capital, Brad was a Partner at Oak Hill Capital Management and its predecessors where he managed the business and financial services group. He began his private equity career with Patricof & Company Ventures and started his professional career in the investment banking division of Merrill Lynch in New York. Brad received a BA magna cum laude from Tufts University.
Michael Bingle
Managing Director
Silver Lake
Mike Bingle joined Silver Lake in 2000. He is a Managing Director and a member of the Investment and Operating Committees of Silver Lake Partners. Prior to joining Silver Lake, Mr. Bingle was a principal at Apollo Advisors, L.P., a large-scale and diversified private equity firm. Prior to Apollo, Mr. Bingle worked as an investment banker in the Leveraged Finance Group of Goldman, Sachs & Co. Mr. Bingle serves on the Board of Directors of Gartner, Inc., Gerson Lehrman Group, Inc., Mercury Payment Systems, Inc., and IPC Systems, Inc., and on the Board of Visitors of Duke University’s School of Engineering. He is also a Term Member of the Council on Foreign Relations. Previously Mr. Bingle was a director of Ameritrade Holding Corp., Datek Online Holdings, Inc. and Instinet, Inc. He holds a B.S.E. in Biomedical Engineering from Duke University.
Jonathan Bloch
Partner
Manatt, Phelps & Phillips
Jonathan Bloch has over 15 years of experience in venture capital, private equity and alternative investments focused on large institutional investors specializing in operations, sophisticated fund formation issues and legal and regulatory compliance. Most recently, he was the founder and Senior Managing Director of a large fund-of-funds firm (over $700 million in investments), which was targeted at venture capital, growth equity, medium-size buyout funds and cleantech investing.
At the firm where Jonathan served as acting general counsel, he reviewed and negotiated limited partnership agreements and side letters for over 30 partnerships. He has extensive experience managing both general and limited partner relationships, and deep knowledge of public pension funds, institutional markets and private equity as an alternative asset class. While at the firm, he oversaw all legal issues and acted as the Chief Compliance Officer for an SEC-registered investment advisor.
Jonathan has raised capital for technology, real estate and telecommunication companies, manufacturing facilities and Internet distribution centers. He won the RFP and successfully developed and built the amusement park on the Santa Monica Pier. He has negotiated many financing transactions, served on numerous boards of directors of public and private companies, taken several companies public through the IPO process and directly interacted with many state public pension funds.
Prior to joining Manatt, the fund-of-funds firm which Jonathan co-founded was sold to a major international investment bank.
EDUCATION
University of San Diego School of Law, 1979.
University of California at Berkeley, 1975.
SPEAKING ENGAGEMENTS
Milken Institute Global Conference, "Investing in Green Energy," April 2009.
Milken Institute Global Conference, "Investing in the Future: Accelerating the Clean-Tech Revolution," April 2008.
IBF Venture Capital Conference, "L.P. Perspectives in Investing in Venture Capital".
Cameron Breitner
Managing Director
CVC Capital Partners
Cameron Breitner is a Managing Director at CVC Capital Partners responsible for investments in the consumer, retail, and energy sectors in North America. Cameron joined CVC in 2007 as a founding member of its New York office and currently sits on the Board of Directors of Leslies Holdings, Inc. Prior to CVC, Cameron was a Managing Director in the Los Angeles office of Centre Partners, which he joined in 1998. At Centre, he was responsible for sourcing and executing transactions across a variety of industries (including energy, consumer, retail, and financial services) and was a board member at 9 portfolio companies including Bumble Bee Seafoods, Garden Fresh Restaurant Corp., Nexus Gas Partners, Quickie Holdings, and Firearms Training Systems. Prior to Centre, Cameron worked in mergers and acquisitions at Bowles Hollowell Conner & Co.
Cameron holds a BA, magna cum laude, from Duke University. He also is a member of the Board of Directors of Streetwise Partners, a non-profit organization dedicated to improving the employment status of underprivileged individuals.
Dominic Chu
Markets Reporter
Bloomberg TV
Dominic Chu is a New York-based markets reporter for Bloomberg Television. Chu covers the stock, bond and currency markets, drawing upon his experience as an institutional investor to provide in-depth analysis of trading activity.
Since joining Bloomberg Television in 2010, Chu has covered the flash crash of May 6th, 2010 as well as interviewed high-profile money managers, investment strategists and economists.
Prior to joining Bloomberg Television, Chu worked at Seascape Capital Management, a boutique investment advisor, where he helped manage the firm's mix of separate account, mutual fund and alternative investment offerings. Earlier in his career, Chu served as Head Trader and member of the portfolio management team for mutual fund manager Hennessy Advisors where he specialized in quantitative investment strategies for equities, across all market caps. He began his career at UBS, serving in various positions including Treasury Management, Guaranteed Investment Products and Foreign Exchange.
Chu graduated from Cornell University with a Bachelor of Science degree in Hotel Administration.
Matthew J. Cushing
Partner
Bingham McCutchen LLP
Matt Cushing has a general corporate and securities practice with a concentration in representing both financial and strategic acquirors and sellers in M&A transactions. He has represented public, private and emerging growth companies, as well as investment banks and private equity and venture capital firms, in a wide range of corporate matters. His current experience includes venture financings, PIPEs and public offerings of equity and debt securities, the acquisition and sale of organizations. operating assets and intellectual property, and joint ventures and securities law compliance.
Matt also represents 501(c)(3) tax-exempt organizations on a pro-bono basis, is active in the firm’s attorney development and mentoring efforts, and is a member of the firm’s hiring committee.
J. Andrew Damico
President and CEO
IntraLinks Inc.
J. Andrew Damico is the President and CEO of IntraLinks, a leading global provider of Software-as-a-Service (‘‘SaaS’’) solutions for securely managing content, exchanging critical business information and collaborating within and among organizations. IntraLinks’ solutions enable organizations to control, track, search and exchange time-sensitive information inside and outside the firewall. Andrew was appointed President, Chief Executive Officer and Director in February 2008 after serving as acting President and Chief Executive Officer since August 2007. He has been with IntraLinks since February 2001, holding various roles including Chief Operating Officer from December 2006 to August 2007 and, prior to that, Executive Vice President of Sales and Marketing. Prior to joining IntraLinks, he served as Senior Vice President at Radnet, Inc., a provider of shared workspaces to financial services companies, from December 1997 to January 2001. From December 1989 to December 1997, Mr. Damico served in a variety of positions at Lotus Development Corporation, a software company now a division of IBM. Prior to joining Lotus, he served in a variety of positions at JP Morgan, a global financial firm. Mr. Damico received a B.S. in Business Administration from the University of Delaware.
Frank L. Duemmler
Partner
Kayne Anderson Real Estate Partners
Mr. Duemmler is a partner of the firm’s real estate private equity activities. Mr. Duemmler is responsible for the firm’s real estate investment operations and asset management activities, and focuses on identifying real estate investment opportunities.
Mr. Duemmler has over 30 years experience in real estate and financial services. Prior to joining Kayne Anderson in 2007, Mr. Duemmler was executive vice president of a private investment firm where he helped launch a $750 million investment company on London’s AIM to invest in mixed-use real estate developments in India. Mr. Duemmler also held various senior positions at Merrill Lynch, where he established a commercial mortgage group, and structured and restructured over $1 billion in commercial mortgages and merchant banking transactions. Mr. Duemmler began his career in corporate, municipal and real estate finance as a lawyer with Dewey Ballantine (now Dewey & LeBoeuf).
Mr. Duemmler earned a B.A. in Economics from Colgate University in 1973 and a J.D. from Washington & Lee University in 1976. He is admitted to practice law in New York.
Jenny Farrelly
Corporate and Financial Communications
Edelman Worldwide
Jenny Farrelly is a senior member of Edelman’s Corporate & Financial practice and has strong financial expertise as a former equity research analyst and management consultant. She focuses on strategic communications, investor relations, reputation management, and crisis communications for private equity and hedge fund clients. In 2010, Jenny has managed the communications effort around a number of private equity deals including Silver Lake and BC Partners’ buy-out of MultiPlan and Silver Lake and Warburg Pincus’ purchase of Interactive Data Corporation from Pearson.
Jenny has diverse experience in strategy, reputation, and communications consulting for financial services firms such as Silver Lake, Court Square, Caxton Associates, Paul Capital, Berggruen Holdings, ING, and Boston Private. She has also worked as a consultant to global companies such as Johnson & Johnson, Google, AT&T, TIAA-CREF and Beijing Red Star on a variety of strategic communications, investor relations, and reputational issues. She has written a number of academic case studies on corporate communications and has contributed to academic research in the areas of social media, investor relations, corporate social responsibility and reputation management.
Prior to joining Edelman, Jenny was a senior research associate at the Tuck School of Business where she served as chief of staff for the corporate communications department and managed a number of consulting and research engagements. Jenny is a former equity research analyst, having covered Asian companies at Citigroup and U.S. small-caps at Stifel Nicolaus, where she also managed the firm’s equity marketing efforts. She started her career at Bloomberg L.P. as an equity specialist.
Jenny received her MBA from the Tuck School of Business at Dartmouth with a focus in finance and corporate communications. She received a B.A. in International Relations from Johns Hopkins University.
David B. Golub
Vice Chairman
Golub Capital
Mr. Golub joined the firm as Vice Chairman in 2004, after having served as a director of affiliates of the Firm since 1995. From 1995 through 2003, Mr. Golub was a Managing Director of Centre Partners Management LLC, a leading private equity firm. He has a particular expertise in securitization of financial assets. He founded and served until 2004 as Chairman of Centre Pacific, a manager of leveraged loans and high yield bonds with over $3.0 billion under management. From 1995 through 2000, Mr. Golub served as a Managing Director of Corporate Partners, a Lazard-sponsored $1.5 billion private equity fund formed to acquire significant minority stakes in established companies.
Mr. Golub is Vice Chairman (and initial Chairman) of the Board of the Michael J. Fox Foundation for Parkinson’s Research. He has served as a member of the Hudson Guild Board of Directors and the World Policy Institute of Directors. He also serves on the board of directors of Burton Snowboards and has served on the board of numerous public and private companies including Tyco Toys (NYSE) and Dollar Financial (NASDAQ). Mr. Golub earned his AB degree magna cum laude in Government from Harvard College. He received an MPhil in International Relations from Oxford University, where he was a Marshall Scholar, and an MBA from Stanford Graduate School of Business, where he was named an Arjay Miller Scholar.
Ken Hanau
Managing Partner
3i North America
Ken is a Partner within Growth Capital and the Head of North America. He has played a lead role in 3i’s investment in Mold Masters, a world-leading supplier of speciality components to the plastic industry and Gain Capital, a global leader in online Fx trading services. He has also been involved in 3i’s investment in Union Radio, the largest radio operator in Spain with a growing presence in the Americas.
Prior to joining 3i, Ken held senior positions with Weiss, Peck & Greer and Halyard Capital, leading investments in the industrial, media and business services sectors. Over his investing career, Ken has been involved in investments in Village Voice Media, Richelieu Foods, Color Associates, Tranzact, Shelter Distribution, and Presidio Network Solutions. Previously Ken worked in investment banking at Morgan Stanley and at K&H Corrugated Case Corporation, a family-owned business.
Ken is a CPA and started his career with Coopers & Lybrand. He received his B.A. with honors from Amherst College and his M.B.A. from Harvard Business School. His current Board seats include Mold Masters, Gain Capital and Butterfield Fulcrum.
Erik Hirsch
Chief Investment Officer
Hamilton Lane Advisors
Erik is the Chief Investment Officer of Hamilton Lane, an independent provider of discretionary and non-discretionary asset management services to institutional investors worldwide. He is responsible for managing all of the firm’s investment activities and chairing the firm’s Investment Committee. In addition, Erik serves on several advisory boards on behalf of Hamilton Lane and its clients including American Securities, Apollo, Blackstone, Carlyle, Leonard Green, Roark and Texas Pacific Group.
Erik is a frequently quoted expert on the private equity industry, both in the print and broadcast media. He has been quoted extensively, and has served as a resource in
Forbes, Fortune, Business Week, The Wall Street Journal and numerous industry journals. In addition, Erik has appeared on CNBC, Bloomberg TV, NPR and BizRadio.com, as a private equity expert.
Prior to joining Hamilton Lane, Erik was a corporate investment banker in the Mergers & Acquisitions department of Brown Brothers Harriman & Co. He began his career as a municipal financial consultant with Public Financial Management (PFM). At PFM, he specialized in asset securitization, strategic consulting and stadium financings.
Erik has a B.A. from the University of Virginia.
Ritesh Idnani
COO
Infosys BPO
Ritesh has been with Infosys BPO since November 2005. In his current role as Chief Operating Officer, he is responsible for helping the unit meet its financial, operational and revenue goals. He is focused on managing global operations, sales and client relationships, driving best practices, cost efficiency and end-to-end solutions. Prior to him assuming the current role in 2010, he was the global head of sales and marketing and the business head for financial services, healthcare and emerging markets. He successfully helped scale the BPO business from USD 43 M in 2005 to USD 316 M in 2009. He was also acknowledged by FAO Today as a superstar instrumental for scaling the BPO business for Infosys in 2008.
Ritesh joined Infosys in 1999 and was the Sales Head at Infosys Technologies’ Banking and Capital Markets Unit till 2005. Ritesh has approximately 15 years of experience in assisting C-level executives in global corporations determine their sourcing strategies, implement governance models and drive the performance of their outsourcing relationships. Ritesh is one of the few leaders globally who has experience in all facets of the outsourcing business.
Prior to Infosys, Ritesh was with PricewaterhouseCoopers where he set up the financial services risk management practice for India. He started his career with Citigroup at their corporate and investment banking division.
Ritesh has been invited to speak in various international forums and is an active participant in such forums. He has been recognized as a thought leader within the BPO industry and is regularly sought after by industry analysts, members of the investment community and has been quoted by domestic and international media.
Ritesh has completed his Bachelor’s degree in Economics and Accounting, and his MBA in Finance and Marketing from the Faculty of Management Studies, Delhi
Stan Johnson
Partner and Chair, Private Equity Practice Group Loeb & Loeb LLP
Founder and Chair, The Miles Davis Foundation
Stan Johnson’s practice is focused primarily on middle-market private equity transactions, including the representation of domestic and non-U.S. equity sponsor groups, mezzanine lenders, and other financial and industry buyers and sellers. His practice includes all aspects of fund formation and administration, portfolio investments, add-ons, joint ventures, recaps, workouts, and divestments.
Mr. Johnson is the Founder and Chair of the Miles Davis Foundation.
Practice Areas
-
Private Equity
-
Private Placements
-
Commercial Finance
-
Corporate
Publications/Speeches
-
Co-author, Preparing for a Downturn, Buyouts (April 16, 2007)
-
Moderator, 2006 Private Equity Roundup, New York, New York (July 11-13, 2006)
-
Author, Private Equity Fund Formation, Dow Jones Guide To Venture Capital And Private Equity Attorneys (March 2006)
-
Moderator, Strategic Research Institute 2005 Private Equity Roundup East, New York, New York (July 12-14, 2005)
-
Author, Once a Ranger and Lethal Agent (action/thrillers), Penguin Books
Media Mentions
-
The Closing Bell Corporate Financing Week
-
Where Underwriters Leave Off, PE Pros Pick Up With SPACs By Mark Cecil, Buyouts Newsletter
-
Seeking Remediation Through the Courts Private Equity Central
Distinctions
-
U.S. Army JAG Corps (1975-1978)
Education
University of Paris-Sorbonne, Diplome D'Etudes Approfon dies en Droit des Affaires (DEA), 1980,
Saint Louis University School of Law, J.D., 1975
St. Benedict College, B.A., 1972
Bar Admissions
New York, 1981
Languages
French
John (Jay) Jordan II
Chairman and Managing Principal
The Jordan Company
John W. “Jay” Jordan, II, was born and raised in Kansas City, Missouri, and attended the University of Notre Dame graduating with a Bachelors Degree in Business Administration in 1969. He then attended Columbia’s MBA program and went to Wall Street to work at Carl Marks & Co., Inc. (“CM”) in 1972. In the early 1970’s while at Carl Marks, Jordan became a pioneer in the private equity business. The CM acquisition activities encompassed purchasing companies for the CM partnership account. Over the course of nine years at Carl Marks, the partnership amassed a portfolio of approximately twenty-five companies doing in excess of $2.5 billion in sales volume.
In 1982, Jay left Carl Marks to form The Jordan Company (“TJC”), a private investment firm whose principal activity is acquiring companies for the partnership account. Since its formation, TJC has acquired approximately 100 platform companies and an additional 400 add on acquisitions with aggregate sales volume in excess of $10 billion. Today, the TJC portfolio numbers over twenty companies with approximately $4.5 billion in aggregate sales. Mr. Jordan currently serves as Managing Partner of The Jordan Company.
In 1988, TJC expanded its activities to include money management through its affiliate, the Mountbatten Management Corporation (“MMC”). MMC owned and managed the William Penn family of mutual funds until sold to Federated Insurance in 1995. Additionally, TJC owns and manages a British-based closed-end institutional mezzanine fund with assets of approximately $600 million through its affiliate JZ Advisers, Inc.
In 2002, TJC initiated and closed The Resolute Fund, which is a $1.5 billion private equity fund, focused on acquiring U.S. domestic companies in the middle market. In December 2007 TJC closed Resolute II with $3.6 billion of capital focused as well on middle market buyouts. TJC has approximately $6.00 billion of assets under management.
Mr. Jordan is active in a number of community/philanthropic activities. He has been a Trustee of the University of Notre Dame since February 1993, and currently serves as Chairman of the Investment Committee of the Board which oversees the $6.0 billion endowment. Additionally, he serves on the Board of Directors of the Lyric Opera of Chicago and on the Board of Trustees of The Art Institute of Chicago and sits on the Executive Committee. Mr. Jordan sits on over 40 public, private and philanthropic boards.
Habib Kairouz
Managing Partner
Rho Capital Partners
Habib Kairouz is a Managing Partner of Rho Capital Partners, Inc. (www.rho.com), a New York based private equity firm with over $2 billion under management. Habib is a General Partner in Rho Ventures, the direct venture capital arm of Rho, focusing on early stage and growth investments in new media, information technology, telecommunication, alternative energy and healthcare companies. He is also a member of the Investment Committees of Rho Fund Investors, a global, diversified, private equity fund of funds as well as Rho Canada, an early stage venture capital fund focusing on companies in Canada.
Habib has previously represented Rho Ventures on the boards of a number of portfolio companies that achieved successful liquidity events such as Answersoft (sold to Davox), iVillage (sold to NBC), Tripod (sold to Lycos), Tacoda (sold to Time Warner) and Yantra (sold to AT&T). He currently sits on the boards of Bluefly.com (NASDAQ: BFLY). Everydayhealth.com, Innerwireless, Intralinks (NYSE: IL), ReachLocal (NASDAQ: RLOC), Travel Ad Network, Verified Person and Public Mobile.
Prior to joining Rho in 1993, Habib worked for five years in investment banking and leveraged buyouts with Reich & Co. and Jesup & Lamont. He received a B.S. in Engineering and a B.A. in Economics from Cornell University and an M.B.A. in Finance from Columbia University.
Steven Klinsky
Founder & CEO
New Mountain Capital
Steve Klinsky, 53, is the founder and chief executive officer of New Mountain Capital, LLC, a firm formed in January 2000 to achieve exceptional long-term capital appreciation through private equity and equity related investments. New Mountain currently manages approximately $8.5 billion in partnership commitments, with a strategy that emphasizes intensive fundamental research, proactive pursuit of the most attractive “defensive growth” sectors, and a proven ability to add value and build businesses post-investment. The firm’s third private equity fund, New Mountain Partners III, L.P., with over $5.1 billion of aggregate commitments, began its investment period in August 2007. New Mountain manages over $1.0 billion of public equity portfolios through New Mountain Vantage Advisers, L.L.C. (“Vantage”), which is designed to apply New Mountain’s established strengths as an acquirer and builder of businesses toward non-control positions in the U.S. public equity markets generally.
Prior to founding New Mountain, Mr. Klinsky was co-founder of Goldman Sachs & Co.’s Leveraged Buyout Group (1981-1984) where he executed $3 billion of pioneering transactions for Goldman Sachs and its clients. He joined Forstmann Little & Co. in 1984 as its fifth investment professional, was named a general partner in 1986 and was the most senior partner of Forstmann Little outside of the Forstmann family for the majority of the 1990s (until leaving to found New Mountain in June 1999). Mr. Klinsky’s tenure at Forstmann Little coincided with a period of exceptional investment success for that firm, generating over $6 billion of gains on investments made in the 1990 – June 1999 time period without one principal loss.
Steve Klinsky was raised in Michigan and earned his B.A. with high honors from the University of Michigan in 1976. He earned his MBA from Harvard Business School (class of 1979) and his J.D., with honors, from Harvard Law School (class of 1981). He has served as chairman or director of a number of companies, including Strayer Education Inc., Deltek Systems, Inc., National Medical Health Card Systems, Inc., General Instrument Corp., The Thompson×Minwax Co., Yankee Candle Co., Surgis, Inc., Apptis, Inc., Overland Solutions, Inc., MailSouth, Inc., Ikaria, Inc., Inmar, Inc. and Oakleaf Global Holdings. Mr. Klinsky is active in a range of charitable and educational causes, is married with four children and lives in New York City.
Laura Kreutzer
Special Writer
Dow Jones & Co.
Ms. Kreutzer is assistant managing editor of private equity within the newsletter group of Dow Jones overseeing private equity coverage for The Private Equity Analyst, LBOWire and Private Equity Beat. Prior to her current position, she had covered various beats for the Private Equity Analyst since 2000 and was a regular contributor to LBOWire, VentureWire and Private Equity Beat. Previously, Ms. Kreutzer spent six years living and working in Hong Kong, Mainland China and Japan. She has a B.A. in East Asian Studies from Brown University and a M.A. from Columbia University’s School of International and Public Affairs.
Andrew Kwee
Principal
LGT Capital Partners (USA) Inc.
Mr. Andrew Kwee is currently a Principal at LGT Capital Partners (USA) Inc. He joined the firm in 2006, is based in New York 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 Corporation of California. 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.
Brennan Lothery
Markets Reporter
Bloomberg Television
Brennan Lothery is a markets reporter for Bloomberg Television, covering stocks, bonds, funds, commodities, currencies and other breaking market news. Lothery has also contributed to Bloomberg Television's special political coverage, including covering the 2008 House and Senate elections as well as the Congressional TARP bailout votes. He is based in New York City.
Before joining Bloomberg Television in 2008, Lothery served as a financial advisor at Merrill Lynch in Atlanta, GA for seven years. There, he managed high-net individuals' investments and provided trading execution services for hedge funds. Prior to that, Lothery was a sports anchor for NBC's KPRC-TV in Houston, TX and ABC's WFTS-TV in Tampa, FL. He began his journalism career as a production assistant at ESPN.
Lothery received his undergraduate degree from Colgate University, where he served as captain of the men's basketball team.
David MacKinnon
Partner
Ernst & Young
Dave, a Transaction Advisory Services partner, leads Ernst & Young’s Transaction Advisory Services and Private Equity Practice in Boston. During his 25 years of experience with Ernst & Young, Dave spent 13 years in New York providing transaction advisory services and coordinating portfolio company services to many of the leading private equity firms in the world. In addition, Dave has assisted both strategic and financial buyers with financial due diligence and accounting structuring advice across multiple industries on transactions ranging in size from under $100 million to multi-billion dollars. He has significant experience in managing cross-border transactions for investor groups, and has extensive knowledge of capital markets requirements and activities. Prior to focusing on transactions and private equity, Dave spent seven years in Ernst & Young’s audit practice.
A Certified Public Accountant, Dave received his Masters in Accounting from Northeastern University’s Graduate School of Professional Accounting and his Bachelor of Arts from Middlebury College.
Michael Pastore
Senior Vice President, Deputy General Counsel, Alternative Investments
GE Asset Management Incorporated
Mr. Pastore is Senior Vice President and Deputy General Counsel – Alternative Investments. Before joining GEAM in 1991, Mr. Pastore was associated with the law firms of O’Sullivan, Graev & Karabell in New York City and Jenkens & Gilchrist in Dallas. Mr. Pastore holds a B.A. degree in History from Amherst College and a J.D. degree from Columbia University School of Law. Mr. Pastore is a member of the New York, Connecticut and Texas bars.
Vito J. Racanelli
Staff Writer, European Editor
Barron's
Vito Racanelli is foreign editor, Europe for Barron’s, The Dow Jones Business and Financial Weekly. He has written numerous feature and cover stories, as well as the weekly “European Trader” column since it’s inception in January 2000.
He has appeared on CNBC, Wall Street Journal Week, and various U.S. and European television and radio news organizations, including the BBC and ABC News, among others. His articles have also appeared in The Wall Street Journal, the WSJE and Far Eastern Economic Review, Canada’s National Post, as well as the San Francisco Examiner, Atlanta Journal/Constitution and Newark Star Ledger, and The Times Picayune of New Orleans.
Mia Saini
Anchor/Reporter
Forbes
Mia Saini is an Anchor/Reporter at Forbes Video Network on Forbes.com, with responsibility for covering all global business and finance topics. She regularly interviews corporate CEOs, money managers, distinguished global thought leaders, politicians, and other prominent market and business leaders. She has covered Warren Buffett, President Obama, Treasury Secretary Timothy Geithner, and Bill Gates.
Ms. Saini brings Wall Street experience to Forbes—having previously worked at Goldman Sachs on the sales floor servicing hedge fund clients. At Harvard Business School, she was the Founder and Anchor of HBS TV, Video Reporter for MBA PodTV on MBAPodcater.com, and on the Board of Directors of Harbus, HBS's student-run newspaper.
She was a Board Trustee for the $1mm+ Harbus Foundation-the only MBA student run philanthropic foundation in the U.S., that provides grants and consulting services to organizations promoting education, literacy, and journalism across the Boston metropolitan area.
Prior to joining Forbes she was an MBA student at Harvard Business School. She graduated from the Massachusetts Institute of Technology (MIT) with a double major in neuroscience and media studies, and a double minor in civil engineering and management science from MIT Sloan School of Management. At MIT, she was chosen as a Truman Scholar, Rhodes Scholar Finalist, one of Glamour Magazine's Top 10 College Women of the year, and was the recipient of the Conde Nast "Beauty of Giving" award for her involvement in community service.
Jeffrey Stevenson
Managing Partner
Veronis Suhler Stevenson
Jeffrey T. Stevenson is the Managing Partner of Veronis Suhler Stevenson, a private equity fund with $2.8 billion of capital under management. VSS manages equity and structured capital funds dedicated to companies engaged in the media, communications and information industries. He joined the Firm in 1982 shortly after its formation and has been the head of its private equity business since its first investment in 1989. Mr. Stevenson serves as the President of each of the Equity Funds, approves all capital commitments, and directs the investment activities of the Equity Funds.Previously, Mr. Stevenson was Executive Vice President in charge of corporate finance at VSS, a department he founded. Mr. Stevenson currently serves as a Director of Vault, TRANZACT, SureSource, Advanstar Communications, Cambium Learning, Medizine, Market Strategies, SouthernTheatres, Infobase, ITN Networks, TMP Worldwide, User-Friendly, Xtreme Information, and Access Intelligence. Previously, he served as a Director of The Official Information Company, Centaur Communications, Birch Telecom, ITE Group, Pepcom, Yellow Book USA, Rifkin Acquisition Partners, Triax Midwest Associates, Broadcasting Partners Holdings,Spectrum Resources Towers, PJS Publications, Kansas Broadcasting Systems, B&B Merger Corporation, Cable Management Ireland, International Media Partners, Hughes Broadcasting Partners, Triax Southeast Associates, Canon Communications, Hanley Wood, De Telefoongids, Mediatel and Broadcasting Partners. Mr. Stevenson holds a BA from Rutgers College.
David H. Storper
Senior Managing Director
WL Ross & Co.
David H. Storper, Senior Managing Director of WL Ross & Co. LLC and member of the Investment Committee. In addition, Mr. Storper leads WL Ross & Co. LLC’s analyst team and trading departments, sourcing and positioning product for the firm’s investment vehicles. He was also the Portfolio Manager for the firm’s Absolute Recovery Hedge Strategy. Prior to WL Ross & Co. LLC, Mr. Storper worked for Mr. Ross as a Managing Director in Rothschild Inc.’s Restructuring Group. He also worked as a distressed securities analyst and salesman at Credit Suisse First Boston Corporation and Libra Investments. He began his career in the Credit Training Program at Wells Fargo Bank followed by positions in its Corporate Banking and Problem Loan Groups. Mr. Storper holds an M.B.A from Columbia Business School and B.S. from Columbia University’s School of Engineering and Applied Science.
Evert H. Vink
Chief Legal Officer
AlpInvest Partners, Inc
Evert Vink is the Chief Legal Officer of AlpInvest Partners in the US. Before Evert joined AlpInvest Partners in 2005, he practiced with Freshfields Bruckhaus Deringer and Simpson Thacher & Bartlett, and served as a supervisory director of ING Real Estate Asia. Evert is admitted to the bars of New York and Amsterdam, and received his law degrees from the New York University School of Law and the University of Amsterdam. He regularly speaks on private equity related topics in the US and in Europe.
AlpInvest is one of the largest private equity investors in the world, with over $45 billion of capital under management. AlpInvest’s activities cover a broad range of private equity investing, including primary fund commitments, secondary purchases and equity and mezzanine co-investments. The firm’s investments span the full spectrum of private equity: buyouts, venture capital, growth capital, mezzanine, and distressed. The firm was established in 1999 as the exclusive investor for the private equity allocations of two Dutch pension funds with aggregate assets of approximately $330 billion as of the end of 2008.
Gillian Wee
Reporter
Bloomberg News
Gillian Wee, an award-winning Bloomberg News reporter in New York, writes about university endowments and their investing strategies. Wee, a graduate of Columbia University's Graduate School of Journalism and Singapore's Nanyang Technological University, has been with Bloomberg since 2006. She has also covered the media and entertainment industries, as well as aerospace and industrial companies. Wee's first journalism job was at the Charlotte Observer, where she spent two years writing about manufacturing and the lives of factory workers in transition. Wee grew up in Singapore and London and lives in Manhattan.
Date: Tuesday, November 9, 2010
Time: 7:45am – 6:15pm
Location: New York, NY
*Event location will be disclosed to attendees upon completion of the registration process.
- Meeting Overview
- Agenda
- Speaking Faculty
- Member Advisory Board
- Partners
- Philanthropy Partner
- Support the Meeting
- Participation Requirements
- Member Substitution Policy
- Conference Content
- Travel and Other Information
- Conference Packs
Advance registration is required for all member meetings. Registration is not available onsite.
To download the program from this member meeting please fill out the form below:
