The Top 100 Wharton School Alumni In Finance & Investing (Complete)

Alumni Spotlight is pleased to announce The Top 100 Wharton School Alumni in Finance & Investing. After many decades of producing some of the most promising business graduates, the name Wharton has become synonymous with top tier business education. The school was founded in 1881 at the University of Pennsylvania through a donation made by Joseph Wharton, an American industrialist who rose to prominence in the mid-1800s and is also well-known for co-founding Bethlehem Steel. The Wharton School has over 99,000 alumni across the globe. Many famous business icons have attended the school including Warren Buffett, Elon Musk, Sundar Pichai, and Anil Ambani, among others.

The alumni awardees were selected for the breadth of their accomplishments in areas such as asset management, private equity, investment banking, venture capital, and other financial areas. They were nominated and evaluated based on sustained career performance and milestones achieved, demonstrated leadership, and reputational standing in the industry and broader business community. These accomplished individuals represent some of the most prominent financial organizations including, but not limited to, Goldman Sachs, Fidelity, Lazard, KKR, Bridgewater, TPG, and JP Morgan Chase.

Please join us in recognizing the achievements of The Top 100 Alumni in Finance & Investing from The Wharton School.

 

1. Alexander Stern
Company: Lazard Group
Title: President

Alexander Stern is the President of Lazard Group, a global financial advisory and asset management firm. Founded in 1848, Lazard is the world’s largest independent investment bank, with primary offices in New York City, London, and Paris. Stern has served the conglomerate as President since 2019, after several years as chief executive officer of Lazard Financial Advisory. He joined the firm in 1994 after working for Patricof & Co. Ventures and IBM. He received his Bachelor of Science degree from Duke University, as well as a Master of Engineering degree from the University of Pennsylvania.

 

2. David Mussafer
Company: Advent International
Title: Chairman & Managing Partner

David Mussafer is the Chairman and a Managing Partner at Advent International. Founded in 1984, Advent International is one of the largest and most experienced global private equity firms, focused on buyouts and growth equity investments in five core sectors. Mussafer joined Advent in 1990 and has spent over 30 years at the company. As part of his role at Advent, he's currently the Co-Chairman of the Advent International Global Executive Committee and Lead Director of lululemon. Mussafer’s current board memberships span Aimbridge/Interstate, First Watch, lululemon, Olaplex, Serta Simmons Bedding, and Thrasio. Mussafer received his Bachelor of Science degree in finance from Tulane University.

 

3. Walter White
Company: Allianz Life Insurance Company of North America
Title: President and Chief Executive Officer

Walter White is the President and Chief Executive Officer for Allianz Life Insurance Company of North America, a provider of annuities and life insurance based in Minneapolis, Minnesota. Allianz Life is a principal subsidiary of Allianz SE, and is highly rated by financial rating agencies AM Best, Moody’s, and Standard & Poor’s. As the top executive of Allianz, White is a strong supporter of diversity and inclusion, and has been recognized for his work supporting the LGBTQ+ community. Previously, he was president of Woodbury Financial Services, and a senior vice president with Fortis Financial Group, acquired by Hartford Life. He received his Bachelor of Arts degree in history from Yale University.

 

4. David Hunt
Company: PGIM
Title: President and Chief Executive Officer

David Hunt is the President and Chief Executive Officer of PGIM, the asset management branch of Prudential Financial. Representing retail investors and institutional clients, PGIM manages over $1 trillion in fixed income, equity, real estate, alternative assets, and more. Hunt has been CEO since 2011, overseeing the firm’s overall investment strategies, while also serving on the U.S. Management Council for Prudential Financial. Previously, he spent over 20 years with McKinsey & Company, ultimately as a senior partner and co-head of the North American asset management practice. He received his Bachelor of Science degree in engineering from Yale University.

 

5. Ida Liu
Company: Citi
Title: Chief Executive Officer, Citi Private Bank North America

Ida Liu is the Head of Citi Private Bank North America and a member of the Private Bank Global Leadership Team at Citi. She joined in 2007 as head of the Citi Private Bank Fashion, Media & Entertainment Group. Liu leads private banking activities in 25 offices across the United States and Canada and she and her team are focused on deepening and acquiring new client relationships and delivering firm-wide Citi solutions. An award-winning financial professional, American Banker awarded Liu as one of the 25 Most Powerful Women in Finance in 2020 and Barron’s recognized her as one of the 100 Most Influential Women in U.S. Finance. She previously held positions at Vivienne Tam, Merrill Lynch, and BT Wolfensohn. Liu received her Bachelor of Arts degree from Wellesley College.

 

6. Fred Wilson
Company: Union Square Ventures
Title: Co-Founder and Managing Partner

Fred Wilson is a Co-Founder and Managing Partner at Union Square Ventures (USV), a New York-based private equity and venture capital firm. Along with Brad Burnham (formerly of AT&T Ventures), Wilson founded USV in 2003 with a focus on early-stage ventures; today the firm manages over $1 billion in assets. Wilson boasts over 30 years of investment banking experience, including leading USV investments in several successful internet companies like Twitter, Tumblr, and Kickstarter, to name a few. Previously, he also founded Flatiron Partners, which invested in several dot-com businesses. He received his Bachelor of Arts degree in mechanical engineering from the Massachusetts Institute of Technology.

 

7. Steve Thogmartin
Company: The Boston Consulting Group
Title: Senior Partner, Managing Director

Steve Thogmartin is a Senior Partner and Managing Director with The Boston Consulting Group (BCG), one of the world’s preeminent management consultancy companies. BCG provides advisory services and growth support to businesses across industries. In his current role, Thogmartin leads the firm’s North American Financial Institutions practice, as well as the same territory’s Regional Bank Transformation group. Before joining BCG, he was a business analyst at Deloitte & Touche Consulting. Thogmartin currently serves as a member on the Board of Trustees for the New York Hall of Science. He received his Bachelor of Science degree in mechanical engineering from the University of Michigan.

 

8. Jonathan Witter
Company: Sallie Mae
Title: Chief Executive Officer

Jonathan Witter is the Chief Executive Officer of Sallie Mae, an American consumer bank specializing in higher education lending. Originally a U.S.-government-sponsored enterprise, Sallie Mae primarily creates, services, and collects private student loans, and also offers college savings tools and programs. With nearly 30 years of executive experience, Witter leads the company in its efforts to promote students’ success and prosperity and help families fund their futures responsibly. Before joining Sallie Mae, he served as executive vice president and chief customer officer for Hilton Worldwide, as well as president of retail and direct banking with Capital One. He received his Bachelor of Science degree in economics from Vanderbilt University.

 

9. Kenneth Baronoff
Company: PJ Solomon
Title: President

Kenneth Baronoff is President of PJ Solomon Company, a multinational investment bank and financial services company. Based in New York City, PJ Solomon advises corporate clients through mergers, acquisitions, restructurings, and more. With over 25 years of investment banking experience, Baronoff has advised notable clients such as Marvel Enterprises, Atari, and Viacom. Previously, he served as head of mergers and acquisitions at Barington Capital Group. He began his career practicing corporate law at Cahill Gordon & Reindel LLP. He received his Bachelor of Science degree in finance from the Wharton School of the University of Pennsylvania and his Juris Doctor degree from the New York University School of Law.

 

10. Vikram Bagaria
Company: Farallon Capital Management
Title: Managing Director

Vikram Bagaria is a Managing Director of Farallon Capital Management in the Singapore office. Based in San Francisco, Farallon Capital Management is an American capital management firm that manages funds on behalf of institutions and individuals with significant capital. Bagaria joined Farallon in 2003. Previously, Bagaria was a portfolio manager at Onyx Capital. He also held positions at Goldman Sachs and the investment banking division of Goldman Sachs in Singapore. Bagaria received his Bachelor of Science degree in finance and management from the Wharton School of the University of Pennsylvania.

 

11. Art Penn
Company: PennantPark Investment Advisers
Title: Founder and Managing Partner

Art Penn is the Founder and Managing Partner of PennantPark Investment Advisers, a business development company specializing in direct and mezzanine investments in middle-market enterprises. Founded in 2007, PennantPark manages nearly $4 billion dollars in assets across industries, including healthcare, transportation, business services, and telecommunications. Penn boasts over 30 years of experience in middle-market direct lending, leveraged finance, and private equity, and oversees the activities and operations of all such aspects of his firm. Previously, he served as president and chief operating officer for Apollo Investment Corporation, and as global head of leveraged finance at UBS. He holds a Bachelor of Science degree from The Wharton School of the University of Pennsylvania.

 

12. Matthieu Bucaille
Company: Lazard International
Title: Chief Executive Officer

Matthieu Bucaille is the Chief Executive Officer of Lazard International, a multinational branch of Lazard Ltd., the global financial advisory and asset management firm. Lazard is the world’s largest independent investment bank, with primary offices in New York City, London, and Paris. Bucaille supports the company’s senior leadership, including the Financial Advisory, Sovereign Advisory, and Global Mergers and Acquisitions divisions. Previously, he served as chief financial officer of Lazard Ltd., and as vice chairman of Lazard Europe, based in France. Bucaille joined Lazard in 1987, becoming partner in 1998. He received his undergraduate degree in general business administration and management from ESSEC Business School in France.

 

13. Chris Manning
Company: Trilantic Capital Partners
Title: Managing Partner, Chairman of Trilantic Energy Partners North America

Chris Manning is a Managing Partner at Trilantic Capital Partners, a New York City-based global private equity firm. Trilantic specializes in managed buyouts, recapitalizations, growth equity, and middle-market investments, with over $9 billion in assets under management. In his executive role, Manning focuses on the firm’s energy investments, serving as a member of several of its investment committees. He joined Trilantic when it was spun out from Lehman Brothers Merchant Banking (LBMB). Previously while at LBMB, Manning was head of the investment management division in its Asia-Pacific region. He received his Bachelor of Business Administration degree in finance from the University of Texas at Austin.

 

14. Daniel Zilberman
Company: Warburg Pincus
Title: Partner and Head of Special Situations

Dan Zilberman is a Partner at Warburg Pincus and is a member of the firm’s Executive Management Group. He currently leads Warburg Pincus' Special Situations activities globally. Zilberman joined Warburg Pincus in 2005 and currently sits on the Boards of Max (formerly Leumi Card) and McGill & Partners. Previously, Zilberman sat on the Boards of a number of flagship investments including Aeolus Re, Avaloq Group, and Network International, among others. He is a Senior Fellow and Lecturer at the Wharton School, where he teaches a class in the Finance Department. For his achievements, Zilberman was named as one of Europe’s Top 50 Most Influential People in Private Equity in 2018 and 2019 by the Financial News and was named as one of the Top 100 Most Influential People in Business in Israel by The Marker. He previously worked at Evercore Capital Partners and Lehman Brothers and received a Bachelor of Arts degree in international relations from Tufts University.

 

15. Antoine Papiernik
Company: Sofinnova Partners
Title: Chairman, Managing Partner

Antoine Papiernik is Chairman and Managing Partner for Sofinnova Partners, a European venture capital firm specializing in life sciences. Based in Paris, Sofinnova has backed nearly 500 companies across the life sciences spectrum, from early-stage opportunities to late-stage or public enterprises. As a Managing Director, Papiernik has led investments in companies like Auris Medical, Mainstay Medical, and ProQR Therapeutics, often serving as an active member on their boards of directors. Before joining Sofinnova in 1997, he was an investment manager at CDC Enterprises Innovation, and a brand manager for Unilever. He holds a Bachelor of Science degree from INSEEC.

 

16. Todd MacLean
Company: Silversmith Capital Partners
Title: Co-Founder, Managing Partner

Todd MacLean is a Co-Founder and Managing Partner of Silversmith Capital Partners, a growth equity investment firm. Based in Boston, Massachusetts, Silversmith allies with entrepreneurs to support and grow successful healthcare and technology companies, and currently manages over $2 billion in capital assets. In his role as a Managing Partner, MacLean works within the SaaS and information services sectors, driven by the power of data and the democratizing of access to technology. Before founding Silversmith with three colleagues, he was a managing director at Bain Capital and a partner at Accel Partners. He received his Bachelor of Arts degree in English from Dartmouth College.

 

17. Mark Garcia
Company: Citi
Title: Managing Director

Mark Garcia is a Managing Director at Citi. Citigroup is a diversified financial services holding company that provides various financial products and services. Garcia joined Citi in November of 2017 where he also served as co-head of semiconductor and electronics investment banking. Throughout his career, Garcia has advised clients in the U.S., Asia, and Europe — namely a variety of large semiconductor and electronics firms like Advanced Micro Devices, ON Semiconductor, Infineon Technologies, and Silicon Labs. Previously he held positions at Barclays, Bank of America Merrill Lynch, and Deutsche Bank. Garcia received his Bachelor of Arts degree in economics from Rutgers University.

 

18. Robert Coneybeer
Company: Shasta Ventures
Title: Co-Founder, Managing Director

Robert Coneybeer is a Co-Founder and Managing Director of Shasta Ventures, an early-stage investment capital firm. Based in Silicon Valley, Shasta Ventures focuses its investments in enterprise and technology consumer startups, especially emerging platforms in robotics, virtual reality, and space technologies. Coneybeer provides support to enterprises such as Nest, Doctor On Demand, Fetch Robotics, and Starship Technologies. Previously, he was a general partner at New Enterprise Associates. Currently, Coneybeer is a host of Launch Pad, a program on SiriusXM’s Wharton Business Radio. He received his Bachelor of Science degree in mechanical engineering from the University of Virginia and a Master of Science degree in mechanical engineering from the Georgia Institute of Technology.

 

19. Amish Jani
Company: FirstMark Capital
Title: Founder and Managing Director

Amish Jani is a Founder and Managing Director of FirstMark Capital. Based in New York, FirstMark Capital is an early-stage venture capital firm that partners with exceptional entrepreneurs. Jani founded the firm in 2008, and invests broadly across the cloud and Internet landscape, including SaaS applications, e-commerce, infrastructure, and more. Notably, he’s been recognized by CB Insights and the New York Times as a Top 100 Venture Capitalist globally. Prior to founding FirstMark, Jani was at Pequot Ventures. Jani received his Bachelor of Science degree in economics from The Wharton School of the University of Pennsylvania.

 

20. Robert Lewin
Company: KKR
Title: Partner, Chief Financial Officer

Robert Lewin is the Chief Financial Officer at KKR, a global alternative asset manager focusing on private equity, fixed income, and capital markets. Lewin joined KKR in 2004 and has since held a number of positions, including being an investor in private equity, co-leading the firm’s credit and capital markets businesses, serving as treasurer and head of corporate development, and most recently as head of human capital & strategic talent. He currently serves on the board of Answer the Call, a non-profit organization. Before joining KKR, he was an analyst at Bear Stearns & Co. Lewin received his Bachelor of Science degree from the University of Pennsylvania.

 

21. Henry Kressel
Company: Warburg Pincus
Title: Special Limited Partner

Dr. Henry Kressel served as a senior partner and managing director at Warburg Pincus for over thirty years where he focused on technology and communications investments. He has led investments in over thirty companies, many of which became publicly traded. He is currently a Special Limited Partner at the firm. Before joining Warburg Pincus in 1983, he was the vice president at RCA Laboratories responsible for the worldwide research and development of microelectronics, power electronics, and associated software. Dr. Kressel holds 31 U.S. patents covering various electronic and optoelectronic devices. He is an elected member of the National Academy of Engineering and is the founding president of the IEEE Photonics Society, has advised NASA, the U.S. Air Force, and the National Science Foundation, and has authored five books. Dr. Kressel received his Bachelor of Arts degree from Yeshiva University and his PhD from the University of Pennsylvania.

 

22. Joe Horowitz
Company: Icon Ventures
Title: Managing General Partner

Joe Horowitz is the Managing General Partner of Icon Ventures. Icon Ventures is a specialty venture capital firm focused on leading Series B or C financings. Horowitz founded Icon in 2003 and has overseen its growth, from $100 million in assets under management to $1.1 billion. At Icon, Horowitz has had 16 successful exits to date. He has been particularly active in the security space with early investments in FireEye (FEYE), Palo Alto Networks (PANW), and Proofpoint (PFPT), which today are publicly-traded companies with multibillion-dollar market valuations. He's previously held roles at Geocast Network Systems and Exxon Enterprises. Horowitz received his Bachelor of Arts degree in economics, engineering, applied sciences from Columbia University.

 

23. Rob Collins
Company: 3i Group
Title: Managing Partner, Head of North American Infrastructure

Rob Collins is the Managing Partner, Head of North American Infrastructure at 3i Group. Based in London, 3i is an international investment manager focused on mid-market private equity, infrastructure, and debt management. Collins joined the company in 2017 and he’s now a member of 3i’s Executive Committee. Prior to joining 3i, Collins was at Hastings Funds Management, founded the infrastructure M&A practice at Morgan Stanley, and was managing director at Greenhill. He began his career at Goldman Sachs after spending five years as an active-duty naval officer in the U.S. Navy Nuclear Submarine Program. Collins received his Bachelor of Engineering degree in chemical engineering from Vanderbilt University.

 

24. Natalie Halich
Company: International Finance Corporation
Title: Chief Investment Officer

Natalie Halich is the Chief Investment Officer at International Finance Corporation (IFC). Based in Washington D.C., IFC is a private equity and venture capital subsidiary focused on the private sector in developing countries. Halich is also a member of IFC’s Venture Capital Investment Committee, approving technology investments in the logistics, transport, energy and storage, education, and healthcare sectors. Before IFC, Halich completed a pro-bono project with the John Hopkins University on combating human trafficking and held the position of Director, M&A, at Enron. Halich received her Bachelor of Arts degree in political science and Russian studies from the University of Michigan.

 

25. Mark Stone
Company: The Gores Group
Title: Senior Managing Director

Mark Stone is a Senior Managing Director at The Gores Group, a venture capital and private equity investment firm. Based in Beverly Hills, California, The Gores Group manages over $2 billion in assets, with portfolio companies in technology, media, entertainment, telecommunications, healthcare, and more. In his leadership role, Stone is a member of the firm’s investment committee and oversees alternative asset investments. Previously, he served as a chief executive for several technology ventures and spent formative years as a manager with the Boston Consulting Group (BCG). He received his Bachelor of Science degree in finance from the University of Maine.

 

26. Cindy Black
Company: TPG Capital
Title: Managing Director

Cindy Black is a Managing Director with TPG Capital, an American private equity investment firm. TPG focuses on leveraged buyout and growth capital, with portfolio companies in media, telecommunications, leisure and travel, technology, and healthcare, holding over $85 billion in capital assets. In her multifaceted role, Black oversees the firm’s global real estate lease portfolios, while also managing major events hosted by TPG. Previously, she was a managing director and regional chief operations officer with JP Morgan Chase, leading the technology, media, and telecom group. She received her Bachelor of Arts degree in economics and mathematics from Smith College.

 

27. Ryan Limaye
Company: Goldman Sachs
Title: Co-Head of Global Technology Investment Banking

Ryan Limaye is the Co-Head of Global Technology Investment Banking at Goldman Sachs. Based in New York, Goldman Sachs is a multinational financial services firm providing securities and investment banking and management services. Since 2014, he has been the global head of Enterprise Technology and previously was the head of Communications Technology and the co- head of Telecom. Since joining the firm in 1994, Limaye has focused on financings and strategic assignments for leading companies in the technology and communications sectors. Before joining Goldman Sachs, Limaye was a consultant at McKinsey & Company. Limaye received his Bachelor of Science degree in economics from the University of Pennsylvania.

 

28. Karin Fronczke
Company: Fidelity Investments
Title: Head of Global Private Equity Investments

Karin Fronczke is head of Global Private Equity Investments in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In her current role, she leads the private equity investments team and is responsible for investment sourcing, execution, and oversight for Fidelity Investments’ private portfolio companies around the world. Prior to joining Fidelity, Fronczke was at J.P. Morgan. She received her bachelor's degree in finance and international business at Georgetown University.

 

29. Brian Truesdale
Company: J.P. Morgan Chase
Title: Global Head of Software Investment Banking

Brian Truesdale is the Global Head of Software Investment Banking at J.P. Morgan Chase. J.P. Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services. The company traces its roots back to 1799, and is a world-class franchise that focuses on investing for the long term. In his current role, Truesdale advises technology companies and private-equity firms. He has previously worked on deals such as SAP SE 's $8.3 billion acquisition of Concur Technologies Inc. Before joining J.P. Morgan Chase, Truesdale was at Deutsche Bank, Credit Suisse, Hambrecht & Quist, and Bear Stearns. Truesdale received his bachelor's degree in economics and English from Hamilton College.

 

30. Usman Rabbani
Company: KKR
Title: Managing Director, Global Head of Innovation and Technology

Usman Rabbani is a Managing Director and Global Head of Innovation and Technology for KKR, a global investment firm that specializes in alternative asset management. Founded in 1976 by veteran investors from Bear Stearns, KKR has completed some of the largest leveraged buyouts in history, including RJR Nabisco and TXU Energy. Rabbani oversees all aspects of technology investment and analysis, including creating value for portfolio clients through digital transformation and technology partner relations. Previously, he was a partner with McKinsey & Company, where he led McKinsey Digital, and an enterprise applications architect with Pfizer. He received his Bachelor of Arts degree in computer science and psychology from Yale University.

 

31. Robert Frost
Company: Lazard
Title: Chief Executive Officer

Robert Frost is the Chief Executive Officer of Lazard Middle Market, the middle market advisory branch of Lazard Ltd., the global financial advisory and asset management firm. Founded in 1848, Lazard is the world’s largest independent investment bank, with primary offices in New York City, London, and Paris. Frost oversees Lazard’s mergers and acquisitions (M&A) and investment advisory services under $1 billion. Additionally, he serves as Co-Head of the Industrials Group, focused on clients in specialty industrial sectors. Previously, he served as managing director of M&A with Piper Jaffray & Co. and as an audit practice manager with Deloitte. He received his Bachelor of Science degree in accounting from the University of Nebraska in Lincoln.

 

32. Geoff McKay
Company: CPP Investments
Title: Managing Director, Head of Direct Private Equity North America

Geoff McKay is the Managing Director and Head of Direct Private Equity North America at CPP Investment Board. Based in Toronto, CPP Investment Board is a professional investment management organization that invests the assets of the Canada Pension Plan not currently needed to pay pension, disability, and survivor benefits. McKay joined the company in 2014 and focuses on making direct, long-term investments in private companies across North America. He is currently on the boards of Asurion and Informatica. Previously, he held positions at Vulcan Capital Management, Forstmann Little & Co., and Goldman Sachs. McKay received his Bachelor of Arts degree in economics from the University of Victoria.

 

33. Alan Bowser
Company: Bridgewater Associates
Title: Co-Head of Americas Region and Chief Diversity Officer

Alan Bowser is the Co-Head of the Americas Region and Chief Diversity Officer at Bridgewater Associates. Based in Westport, Connecticut, Bridgewater manages approximately $120 billion in global investments for a wide array of institutional clients, including foreign governments and central banks. Bowser joined the company in 2011 as a Senior Client Advisor for eight years before being appointed as Co-Head of the Americas Region. Previously, Bowser held positions at UBS Financial Services and Citigroup. Bowser received his Bachelor of Science degree in economics and finance from The Wharton School of the University of Pennsylvania.

 

34. Torrey Browder
Company: Citi
Title: Global Head, Healthcare M&A

Torrey Browder is the Global Head of Healthcare M&A at Citi. Citigroup is a diversified financial services holding company that provides various financial products and services. Browder joined Citi in 2017 and currently oversees mergers and acquisitions within the healthcare sector. Previously, Browder was a partner and managing director at Goldman Sachs and notably worked on Pfizer’s $68 billion takeover of Wyeth in 2009. Before this, Browder was at Lehman Brothers Holdings, Oliver Wyman, and PricewaterhouseCoopers. Browder received a Bachelor of Science degree in accounting and finance from the University of Illinois at Urbana-Champaign.

 

35. David Coquillette
Company: New Mountain Capital
Title: Managing Director

David Coquillette is a Managing Director at New Mountain Capital, an alternative investment management company. Founded in 1990, New Mountain utilizes credit, net lease, private equity, and public equity strategies to develop investments and promote long-term success. Coquillette boasts over 30 years of finance and investment experience, including over a decade in his current position. Previously, he managed investment product marketing and client coverage at Oak Hill Advisors, and spent formative years as an investment manager with Goldman Sachs and Lehman Brothers. Coquillette also serves on the boards of Fostering Change for Children and Goodwill Industries of Greater New York and Northern New Jersey. He received his Bachelor of Arts degree from DePauw University.

 

36. Naveen Wadhera
Company: TA Associates
Title: Managing Director, Co-Head- European Technology Group

Naveen Wadhera is a Managing Director and Co-Head of the European Technology Group at TA Associates, one of the oldest modern-era private equity firms in the United States. Founded in 1968, TA Associates supports growing companies in the technology, healthcare, financial services, consumer, and business services industries, managing over $33 billion in assets. As a Managing Director, Wadhera has led TA’s European and Asian expansions, including opening offices in London and Mumbai. Previously, he worked as an associate in Goldman Sachs’ Asian Special Situations Group, and as a senior associate at Accretive. He holds a Bachelor of Science degree in engineering from the University of Pennsylvania.

 

37. Matthew Levitties
Company: Versa Capital Management
Title: Managing Director

Matthew Levitties is a Managing Director at Versa Capital Management, a Philadelphia-based private equity investment firm. With a focus on control investments in distressed or special situations in middle-market companies, Versa supports enterprises in hospitality, healthcare, and media, just to name a few. In addition to portfolio management, Levitties is a member of the firm’s management committee. He previously held executive portfolio manager positions with Chartwell Investment Partners and Morgan Stanley Investment Management. He received his Bachelor of Arts degree in economics and his Master of Arts degree in international economics from Johns Hopkins University.

 

38. Nikhil Bhat
Company: Vestar Capital Partners
Title: Managing Director, Co-Head of Business & Technology Services

Nikhil Bhat is a Managing Director and Co-Head of Business and Technology Services with Vestar Capital Partners, an American private equity firm. Founded in 1988, Vestar specializes in leveraged buyouts in middle-market companies, and currently manages over $2 billion in assets. Bhat currently serves on the boards of directors for Edward Don and Quest Analytics. Previously, he worked as an equity investor at both Citadel and Advent International. He began his career as a consultant with Bain & Company. He received his Bachelor of Science degree in economics from The Wharton School of the University of Pennsylvania.

 

39. Teresa McTague
Company: Aflac
Title: Senior Managing Director, Chief Investment Officer – U.S.

Teresa McTague is the Senior Managing Director and Chief Investment Officer for the U.S. at Aflac. Aflac offers supplemental and renewable insurance solutions to individuals and businesses in the United States. McTague joined Aflac in May 2013 as director and chief investment officer of Aflac, and was appointed to her current position in January 2015 where she’s responsible for managing and monitoring the company’s U.S. investment portfolios, as well as developing asset allocation and asset liability management strategies. Previously she held positions at General Re Corporation, Johnson & Higgins, and Alexander & Alexander. McTague received her Bachelor of Science degree in economics from the University of California at Berkeley.

 

40. David Simon
Company: Littlejohn & Co.
Title: Managing Director

David Simon is a Managing Director at Littlejohn & Co., a private equity firm with approximately $12 billion in regulatory assets under management. Littlejohn has been investing in middle market companies across the capital structure since its inception. Simon joined the firm in 2001 and was made a Partner in 2007. He played key roles in several of the firm’s successful investments and currently sits on the Boards of Directors of alphaBroder, PlayPower, Brown Jordan, and Motion Recruitment Partners. In addition to getting his MBA and undergraduate degree from Wharton, Simon serves as Chair of the Board of Advisors of the Institute of Contemporary Art at the University of Pennsylvania.

 

41. Ford O'Neil
Company: Fidelity Investments
Title: Portfolio Manager

Ford O'Neil is a Portfolio Manager at Fidelity Investments. Based in Boston, Massachusetts, Fidelity is a privately-owned investment manager focusing on a diverse set of customers. O'Neil joined Fidelity in 1990 and has over 36 years of industry experience. In his current role, O'Neil manages various retail and institutional taxable bond funds and portfolios, and five funds across three sectors in the U.S. for Fidelity. Before joining Fidelity in 1990, O'Neil was an associate in the Investment Banking department at Advest. O'Neil received his Bachelor of Arts degree in government from Harvard University.

 

42. Jason Bernhard
Company: Lazard
Title: Vice Chairman, Chief Operating Officer Financial Advisory North America and Head of North America Healthcare Investment Banking

Jason Bernhard is the Vice Chairman, Chief Operating Officer Financial Advisory North America, and Head of North America Healthcare Investment Banking at Lazard. Based in New York, Lazard is a financial advisory and asset management firm focused on income strategies, alternative investments, and private equity funds. Bernhard has been with the company since 1997. In 2019, he was appointed to serve as an independent director on its Board of Directors. Before this, he was at Smith Barney and Merrill Lynch. Bernhard received his Bachelor of Arts degree in European history from the University of Pennsylvania.

 

43. Laila Kollmorgen
Company: PineBridge Investments
Title: Portfolio Manager

Laila Kollmorgen is a Portfolio Manager at PineBridge Investments, an independent global private asset management firm. With over $126 billion in assets under management, PineBridge was originally developed as the asset manager of insurance and finance corporation AIG. In her role, Kollmorgen is responsible for managing collateralized loan obligation (CLO) investments issued by third-party managers. Previously, she was head of European structured products trading with Raymond James Financial in London, as well as a managing director for Cohen & Company. She received her Bachelor of Arts degree from Wellesley College and her Master of Arts degree from The Lauder Institute at the University of Pennsylvania.

 

44. Katrien Carbonez
Company: Goldman Sachs
Title: Partner and Managing Director, Industrials Group

Katrien Carbonez is a Partner and Managing Director at Goldman Sachs. Based in New York, Goldman Sachs is a multinational financial services firm providing securities, and investment banking and management services. The company was founded in 1869 and is headquartered in New York. Carbonez joined Goldman Sachs in 2003 and in her 17-year tenure has served as an associate, the vice president of the Investment Banking Division, and managing director of the Investment Banking Division. Before this, she held positions at Analysys and Telenet. Carbonez received her Master of Electrical Engineering degree in microelectronics from Katholieke Universiteit Leuven.

 

45. Solon Kentas
Company: UBS
Title: Co-Head of Mergers & Acquisitions, Americas

Solon Kentas is the Co-Head of Mergers and Acquisitions (Americas) at UBS, a Switzerland-based multinational investment bank and financial services company. UBS provides asset and wealth management, investment advisory and banking services, and corporate/institutional banking services. In his management role, Kentas leads U.S.-based mergers and acquisitions (M&A) in consumer products and retail sectors for the firm. Previously, he served as a managing director of M&A within the investment banking division of Deutsche Bank. Kentas also served in similar positions with HSBC and Bank of America Merrill Lynch. He received his Bachelor of Arts degree in international relations from the University of Pennsylvania and an MBA from Columbia Business School.

 

46. Christopher Mize
Company: Morgan Stanley
Title: Managing Director, Chairman- Energy Americas

Christopher Mize is a Managing Director and Chairman of Energy Americas with Morgan Stanley, a multinational investment bank headquartered in New York City. Morgan Stanley is a Fortune 200 corporation, specializing in financial services, wealth management, institutional investing, and more. As Managing Director and Chairman, Mize oversees the energy investment sector of the firm, which advises private and public institutions. He has over 25 years of experience in energy investment management, including managing director positions at Greenhill & Co. and Merrill Lynch. He received his Bachelor of Science degree in biology from Southern Methodist University in Dallas.

 

47. Michael Burns
Company: PIMCO
Title: Executive Vice President and Account Manager

Michael Burns is the Executive Vice President and Account Manager at PIMCO, a global investment management firm focusing on active fixed income management. As one of the largest investment firms in the world, PIMCO manages almost $3 trillion in assets for corporations, foundations, sovereign wealth funds, and more. In his role as EVP, he oversees institutional client service from the firm’s London offices. Previously, Burns was an account manager and mortgage product specialist at the company’s headquarters. Prior to joining PIMCO, he was an assistant vice president at Trust Company of the West. He received his Bachelor of Arts degree in economics from Boston College.

 

48. Susan Garrett
Company: Prudential Financial
Title: Managing Director, Alternative Investments, Head of Private Equity, Credit and Co-investments

Susan Garrett is the Managing Director, Alternative Investments, Head of Private Equity, Credit and Co-investments at Prudential Financial. Prudential Financial specializes in the fields of investment management, life insurance, and retirement benefits. It offers an inclusive work environment where employees can develop to their full potential and give back to the communities where they live and work. Garrett currently manages Prudential's $8 billion exposure global private equity portfolio. Previously she was at AIG Asset Management, MetLife Investments, Duff & Phelps Capital Markets, and Irving Trust Company/Bank of New York. She received her Bachelor of Science degree in finance from the McIntire School of Commerce at the University of Virginia.

 

49. Michael Terry
Company: Bridgewater Associates
Title: Head of U.K. & Ireland

Michael Terry is the Head of U.K. & Ireland at Bridgewater Associates. Based in Westport, Connecticut, Bridgewater manages approximately $120 billion in global investments for a wide array of institutional clients, including foreign governments and central banks. In his current role, Terry is responsible for all capital raising and client service in the region. Prior to Bridgewater, he headed the capital introduction teams at Bank of America and Morgan Stanley. He was also a vice president of marketing and business development at FrontPoint Partners and started his career at Goldman Sachs in Tokyo. Terry received his Bachelor of Arts degree in international studies from Kenyon College.

 

50. Melissa Ronaghan
Company: Morgan Stanley
Title: Managing Director, Head of Wealth Management Investment Platforms

Melissa Ronaghan is a Managing Director and the Head of Wealth Management Investment Platforms at Morgan Stanley, a multinational investment bank headquartered in New York City. Morgan Stanley is a Fortune 200 corporation specializing in financial services, wealth management, institutional investing, and more. Ronaghan drives the firm’s technology strategy for both its financial advisors and clients while also serving on the division’s operating committee. Before joining Morgan Stanley in 2006, she was a vice president of business analysis with Merrill Lynch and a corporate finance analyst at McKinsey & Company. She holds a Bachelor of Science degree in economics, finance, and marketing from The Wharton School at the University of Pennsylvania.

 

51. Sameer Singh
Company: Citi
Title: Managing Director, Co-Head of Mergers and Acquisitions, North America

Sameer Singh is the Managing Director, Co-Head of Mergers and Acquisitions, North America at Citi. Based in New York, Citigroup is a diversified financial services holding company that provides various financial products and services. Singh has been with Citi since 2011, marking a decade-long tenure with the company. In his current role, he oversees Citigroup's global mergers and acquisitions group focusing on industrial clients. Singh works alongside Co-Head, Brian Link. Previously, Singh spent almost 12 years at UBS as managing director of mergers and acquisitions. Singh received his Bachelor of Science degree in finance and accounting from The Wharton School of the University of Pennsylvania.

 

52. Michael F. Barry
Company: Performance Trust Capital Partners
Title: Managing Director and Head of Northeast Region

Michael Barry is Managing Director and Northeast Region Head at Performance Trust Capital Partners, a full-service investment bank focused on community depository institutions. Performance Trust helps community financial institutions make better decisions through advisory services and education platforms. Barry joined Performance Trust as Head of Northeast Region in 2019 as part of the expansion of the firm’s investment banking services. Previously, Barry served as managing director in the financial services investment banking group at Piper Jaffray, and as head of M&A at Sterne Agee. He received his Bachelor of Arts degree in politics from Princeton University.

 

53. Brian Link
Company: Citi
Title: Managing Director and Co-Head of Mergers & Acquisitions, North America

Brian Link is a Managing Director and the Co-Head of Mergers & Acquisitions, North America at Citi. Citigroup is a diversified financial services holding company that provides various financial products and services. Link joined Citi in 1995 as managing director of M&A, and he has been with the company for 25 years. He works alongside co-head Sameer Singh and oversees the North American M&A efforts of the firm. In his current role, he focuses on critical advisory work and driving execution on important M&A transactions. Pertinent to his role is also taking on the task of navigating the complexities of closing deals despite travel restrictions and the uncertainty posed by COVID-19.

 

54. Andrew Woolford
Company: Cerberus Capital Management
Title: Head of Capital Markets, Cerberus Business Finance

Andrew Woolford is the Head of Capital Markets, Cerberus Business Finance at Cerberus Capital Management. Based in New York, Cerberus Capital Management is one of the world’s leading private investment firms with over $30 billion under management. Woolford joined Cerberus in 2017 and oversees the capital markets function for Cerberus Business Finance. In his current role he is primarily focused on the origination and distribution of loan opportunities and maintains strong relationships with established banks and the investment community. Prior to joining Cerberus, Woolford held positions at Jefferies, CIBC World Markets, Morgan Stanley, and BT Securities. He received his Bachelor of Arts degree from Middlebury College.

 

55. Bruce Eatroff
Company: Star Mountain Capital
Title: Managing Director

Bruce Eatroff is a Managing Director at Star Mountain Capital, a specialized asset management firm focused on the lower middle-market. Star Mountain brings large market expertise to small businesses, investing significantly in teams, technology, brand, and culture. Eatroff boasts over 30 years of experience in private equity, investment banking, and operations, including roles in established firms like Lehman Brothers, Goldman Sachs, and UBS. In 2000, he founded Halyard Capital, a lower middle-market private equity fund with over $600 million in capital under management. Eatroff is also the Co-President of the Wharton Private Equity & Venture Capital Association. He holds a Bachelor of Arts degree in economics and business from Lafayette College.

 

56. Jeff Rose
Company: UBS
Title: Head of Collections and Recovery - Americas; Vice President, Mergers and Acquisitions - Americas

Jeff Rose is the Head of Collections and Recovery and Vice President of Mergers and Acquisitions in the Americas division of UBS. As the largest Swiss banking institution, UBS provides asset and wealth management, investment advisory and banking services, and corporate/institutional banking services. As VP of the institution’s M&A division, Rose oversees consumer goods and retail deals. Before joining UBS, he was head of global consumer and retail services at Deutsche Bank, and head of consumer M&A with Bank of America Merrill Lynch. He received his Bachelor of Business Administration degree and his Master of Accountancy degree from the Terry College of Business at the University of Georgia.

 

57. Roger Hurwitz
Company: Volition Capital
Title: Founding Partner

Roger Hurwitz is a Founding Partner at Volition Capital, a Boston-based private equity and venture capital firm. Since 2010, Volition has been investing in high-growth, founder-owned technology enterprises, forging successful partnerships and driving revenues upwards of $50 million. In his portfolio management role, Hurwitz focuses on software and technology-enabled enterprises, and serves on the boards of LoanLogics, PlayerLync, and others. Before founding Volition, he was a partner at Fidelity Investments and Apax Partners, and a vice president at GE Equity. Hurwitz began his career in corporate finance with roles at Chase Manhattan Bank and Arthur Andersen. He received his Bachelor of Science degree in accounting from Syracuse University.

 

58. Jim Brown
Company: Long Ridge Equity Partners
Title: Founder and Managing Partner

Jim Brown is the Founder and Managing Partner at Long Ridge Equity Partners, a New York-based private investment firm. Long Ridge focuses on growth-stage investments in finance and business technology firms, managing over $400 million in committed assets. Brown is in charge of the overall strategy and direction of the firm as well as leading sourcing, evaluation, and management as a member of its Investment Committee. Before founding Long Ridge, Brown was a partner at TH Lee Putnam Ventures, a senior vice president of GE Equity, and a consultant for Bain & Company. He received his Bachelor of Science degree in business and managerial economics from New York University’s Stern School of Business.

 

59. George Lee
Company: Goldman Sachs
Title: Co-Chief Information Officer

George Lee is the Co-Chief Information Officer at Goldman Sachs. Based in New York, Goldman Sachs is a multinational financial services firm providing securities, and investment banking and management services. In his current role, he is responsible for covering a number of large and emerging technology companies and for driving the technology strategy for the Investment Banking Division. Lee joined Goldman Sachs as an associate in 1994 and was named managing director in 2002 and partner in 2004. He’s also a member of the Management Committee and the Firmwide Technology Risk Committee. Previously, he was co-head of Global TMT. Lee received his Bachelor of Arts degree in history from Middlebury College.

 

60. Michele Miyakawa
Company: Moelis & Company
Title: Managing Director and Founding Partner

Michele Miyakawa is a Managing Director and Founding Partner at Moelis & Company, a global independent investment firm headquartered in New York City. Moelis & Co. provides comprehensive and globally integrated financial advisory services across many industries. Miyakawa specializes in advising high-growth consumer companies through capital raises, strategic alternatives, and more. Previously, she was an investment banker and advisor for UBS Investment Bank. Miyakawa is currently a member of the board of directors of Pacific Mercantile Bank. She received her Bachelor of Science degree in economics from The Wharton School of the University of Pennsylvania and her Masters of Business Administration degree from Harvard Business School.

 

61. Zubeen Shroff
Company: Galen Partners
Title: Managing Director

Zubeen Shroff is a Managing Director of Galen Partners. Based in Stamford, Connecticut, Galen Partners is a healthcare venture capital firm. Schroff joined the firm in 1997 and has been with Galen for over 24 years. Successful Galen portfolio companies in which Shroff played a key leadership role include: Aperio Digital Pathology, Cambrooke Therapeutics, Dow Pharma Sciences, Encore Medical, and International Medical Group. Before joining Galen, Shroff was a principal at The Wilkerson Group and began his career at Schering-Plough Pharmaceuticals. Schroff received his Bachelor of Arts degree in biological science from Boston University.

 

62. Marc McMorris
Company: Carrick Capital Partners
Title: Managing Director & Co-Founder

Marc McMorris is a Co-Founder and Managing Director of Carrick Capital Partners. Based in San Francisco, Carrick Capital Partners is an investment firm focused on software and software-enabled businesses. In his current role, McMorris is directly involved in the identification, selection, and post-investment growth guidance of the firm’s portfolio companies in software and software-enabled businesses. Together with co-founder Jim Madden, he co-chairs the investment committee. Prior to founding Carrick, McMorris was at General Atlantic, Goldman Sachs, Morgan Stanley, and he began his career at the Federal Reserve Bank of New York. McMorris received his Bachelor of Arts degree in economics from the University of Pennsylvania.

 

63. Ashish Shah
Company: Goldman Sachs
Title: Co-Chief Investment Officer of Fixed Income and Head of Corporate Credit

Ashish Shah is the Co-Chief Investment Officer of Fixed Income and Head of Corporate Credit at Goldman Sachs. Based in New York, Goldman Sachs is a multinational financial services firm providing securities, and investment banking and management services. Shah is also the global head of GSAM’s Corporate Credit team and head of the Global Fixed Income team’s CrossSector Strategy. Shah joined Goldman Sachs as a partner in 2018. Before he joined the firm, Shah was at AllianceBernstein, Barclays Capital, Lehman Brothers, Blueborder Partners, Sagelogix, Level 3 Communications, and Bankers Trust. Shah received his Bachelor of Science degree in economics from the Wharton School of the University of Pennsylvania.

 

64. Eric Mendelsohn
Company: Greenhill & Co.
Title: Managing Director, Co-Head of Financing Advisory & Restructuring for North America

Eric Mendelsohn is a Managing Director and the Co-Head of Financing Advisory & Restructuring for North America at Greenhill & Co. Based in New York, Greenhill & Co. is an investment bank focused on providing financial advice for significant mergers, acquisitions, restructurings, financings, and capital raisings. Mendelsohn joined Greenhill in 2012. Prior to joining Greenhill, Mendelsohn was a founding member of the Restructuring Group at Lazard. Prior to that, he was at BT Alex and CS First Boston. He has represented companies and stakeholders in over 35 restructuring transactions encompassing over $125 billion of obligations. Mendelsohn received his Bachelor of Arts degree in economics from Middlebury College.

 

65. Joe Rault
Company: Morgan Stanley
Title: Vice Chairman, Investment Banking

Joe Rault is the Vice Chairman of Investment Banking at Morgan Stanley, a multinational investment bank headquartered in New York City. Morgan Stanley is a Fortune 200 corporation, specializing in financial services, wealth management, institutional investing, and more. For nearly 35 years, Rault has been a leader of the investment banking operations at Morgan Stanley, and as Vice Chairman, he oversees all aspects of the firm’s mergers and acquisitions (M&A), global capital markets, and wealth management. Along with his wife Celeste, Rault is a patron of The Metropolitan Museum of Art in New York. He received a Bachelor of Science degree from The Wharton School of the University of Pennsylvania.

 

66. Kyle Ryland
Company: Sumeru Equity Partners
Title: Managing Partner

Kyle Ryland is a Managing Partner at Sumeru Equity Partners, a growth-focused private equity firm. Sumeru concentrates its investments on technology ventures, such as mid-market software, technology enabled services, and hardware companies. Ryland leads investment in software and hardware enterprises, and also sits on the firm’s investment committee. Before founding Sumeru, he also founded the firm’s predecessor, Silver Lake Sumeru, which was the middle-market investment arm of global private equity firm Silver Lake. He also has previous investment banking experience with Shah Capital Partners and Lehman Brothers. He received his Bachelor of Arts degree in political science and public policy studies from Duke University.

 

67. Jerry Marcus
Company: UBS
Title: Vice Chairman, Global Banking

Jerry Marcus is the Vice Chairman of Global Banking at UBS. UBS provides asset and wealth management, investment advisory and banking services, and corporate and institutional banking services. With over 40 years of investment banking experience, Marcus has built the operational practices for retailers and brands represented by UBS. Previously, he has served as a vice president of investment banking at Bank of America Merrill Lynch, as well as managing director for Bank of America Securities. Marcus spent time as an executive with Bear Stearns, and also co-founded the retail industry group at Morgan Stanley. He received his Bachelor of Science degree in engineering from the University of Pennsylvania.

 

68. Ron Hartman
Company: Blackstone
Title: Managing Director

Ron Hartman is a Managing Director in the Technology and Innovations group at Blackstone, an American alternative asset management group. Based in New York City, Blackstone is one of the world’s leading investment firms, focused on public debt, private equity, real estate, secondary funds, and more. In his leadership role, Hartman oversees the management of the technology sourcing process for Blackstone’s global Technology and Innovations team and leads the global Program Management Office. Previously, he was a director and global chief operations officer for Credit Suisse. He received his Bachelor of Arts degree in mathematics and computer science from the State University of New York at Binghamton.

 

69. Sachin Bavishi
Company: Blackstone
Title: Managing Director

Sachin Bavishi is a Managing Director in the Private Equity Group at Blackstone, an American alternative asset management group. Based in New York City, Blackstone is one of the world’s leading investment firms, focused on public debt, private equity, real estate, secondary funds, and more. As a Managing Director of the firm’s Private Equity Group, Bavishi focuses on opportunities in technology, media, and telecommunications. Before joining Blackstone, he held associate positions at Olympus Partners and Piper Jaffray. Bavishi also serves on several executive boards with companies including Ancestry, Bumble, and Kronos. He holds a Bachelor of Science degree in electrical engineering from the University of Wisconsin, Madison.

 

70. Gary Howe
Company: Bank of America Merrill Lynch
Title: Co-Head Americas Financial Institutions Group

Gary Howe is the Co-Head of the Americas Financial Institutions Group at Bank of America Merrill Lynch. Howe has a strong record of advising boards and c-suite executives of large, global financial institutions on strategic mergers, acquisitions, restructurings, joint ventures, and capital market transactions. Prior to joining Bank of America Merrill Lynch, Howe was the managing director and head of financial institutions of North America at Lazard. He was previously at UBS, Credit Suisse, J.P. Morgan, and Deloitte. Howe received his Bachelor of Commerce degree in management information systems and services from the University of Cape Town.

 

71. Grant Behrman
Company: Behrman Capital
Title: Managing Partner

Grant Behrman is a Co-Founding Partner of Behrman Capital. Based in New York, Behrman Capital is a private equity investment firm with more than $2 billion of capital under management. Behrman is actively involved in managing the company’s investments and currently serves on the boards of Pelican Products, Brooks Equipment, and Emmes Corporation. Before Behrman Capital, Behrman was a founding member of Morgan Stanley’s principal investment activities. He’s also held positions at the Boston Consulting Group and the Wharton Leadership Advisory Board. Behrman received his Bachelor of Commerce degree from the University of Witwatersrand.

 

72. Sandeep Kamat
Company: Deutsche Bank
Title: Vice Chairman, Investment Banking

Sandeep Kamat is the Vice Chairman of Investment Banking at Deutsche Bank. Deutsche Bank is a Frankfurt-based global investment bank, which offers financial products and services to corporate and institutional clients. Kamat joined the company in 2018, and is charged with covering SoftBank as well as family offices and some of the world's largest sovereign wealth funds. Previously he was at UBS and held senior roles within both its wealth management and investment banking divisions. Before this he was at SUN Group and GE Capital. Kamat received his Bachelor of Engineering degree in electrical engineering from M.S. University, Baroda, and his Master of Science degree in electrical engineering from Virginia Tech.

 

73. Ben Frost
Company: Goldman Sachs
Title: Global Co-head of the Consumer Retail Group

Ben Frost is the Global Co-head of the Consumer Retail Group at Goldman Sachs. Based in New York, Goldman Sachs is a multinational financial services firm providing securities, and investment banking and management services. Frost joined Goldman Sachs as a partner in 2018. Previously Frost spent 17 years at Morgan Stanley and advised Unilever when it became a takeover target of Kraft Heinz in 2017. He also worked with Mars Inc. on its $9 billion deal to acquire animal hospital chain VCA. Prior to this he was at Dillon Read & Co. Frost received his Bachelor of Science degree in economics from The Wharton School of the University of Pennsylvania.

 

74. Jennifer Lee
Company: BlackRock
Title: Managing Director

Jennifer Lee is a Managing Director at BlackRock, a multinational investment corporation and the world’s largest asset manager with $8.67 trillion in assets under management. With over 20 years of experience in operations, marketing, and human resources, Lee has been crucial in heading up HR functions for the firm, including as global head of benefits and global lead HR business partner for technology for BlackRock. She has now been with the company for over 6 years and works with her clients to drive talent strategies that align with business objectives and goals. Lee started her career as a senior consultant at Deloitte before pivoting to serve as a business executive for Celebrity Chef Bobby Flay. She was then attracted to BlackRock’s entrepreneurial, founder-led culture and joined the firm in 2014. Lee received her Bachelor of Arts degree in economics from Northwestern University.

 

75. Kevin Foley
Company: J.P. Morgan
Title: Global Head, Debt Capital Markets

Kevin Foley is the Global Head of Debt Capital Markets (DCM) for J.P. Morgan, an American multinational investment bank. JPMorgan Chase (JPMC) is the largest bank in the U.S. and fifth globally, boasting over $3 trillion in total assets. In his current role, Foley is responsible for overseeing the global DCM group, whose advisors counsel business and government clients through the trading of debt securities. Previously, he served the institution as the head of loan and high yield capital markets in Europe, the Middle East, and Asia (EMEA). Before joining JPMC, Foley also spent time with PricewaterhouseCoopers (PwC). He received his Bachelor of Science degree in accounting from Providence College.

 

76. Melissa Bastan
Company: J.P. Morgan
Title: Managing Director, Healthcare, Higher Education, and Nonprofit Banking

Melissa Bastan is the Managing Director of Healthcare, Higher Education, and Nonprofit Banking for J.P. Morgan, an American multinational investment bank. JPMorgan Chase (JPMC) is the largest bank in the U.S. and fifth globally, boasting over $3 trillion in total assets. In her role as a Managing Director, Bastan relies on her 20 years of experience within the not-for-profit healthcare and higher education sector of JPMC’s Northeast commercial division. Previously, she served as managing director and head of healthcare and public finance at Wells Fargo Securities, as well as 10 years as an investment banker with Morgan Stanley. She received her Bachelor of Science degree in finance from Georgetown University.

 

77. Jeffrey Hogan
Company: Morgan Stanley
Title: Vice Chairman

Jeffrey Hogan is a Vice Chairman at Morgan Stanley, a multinational investment bank headquartered in New York City. Morgan Stanley is a Fortune 200 corporation, specializing in financial services, wealth management, institutional investing, and more. Hogan has over 25 years of executive experience in investment banking, serving as a Vice President with Morgan Stanley since 1996. Previously, he was a vice president at Lehman Brothers, after several years as an associate at First Boston Corporation, and as assistant secretary at The Irving Trust Company. He received his Bachelor of Science in Foreign Service degree in international economics from Georgetown University.

 

78. Suzanne Grosso
Company: TCW
Title: Managing Director, TCW Direct Lending

Suzanne Grosso is a Managing Director for TCW Direct Lending, an arm of the investment management firm TCW Group. Based in Los Angeles, TCW is a leading global asset management firm with interests in fixed income, equities, emerging markets, and alternatives, and managing over $248 billion in assets. Grosso joined the firm as a Managing Director in 2013 with the acquisition of the Special Situations Funds Group from Regiment Capital Advisors. She boasts over 20 years of finance experience in both public and private markets, including roles with Bear Stearn’s Merchant Banking group and Chase Manhattan Bank. She received her Bachelor of Arts degree from Cornell University.

 

79. Jean Chastain
Company: Wellington Management
Title: Managing Director

Jean Chastain is a Managing Director at Wellington Management, a Boston-based private investment management firm. With more than $1 trillion in assets under management, Wellington serves as an investment advisor to more than 2,200 organizations, including central banks, sovereign institutions, foundations, wealth managers, and more. As a Managing Director, Chastain oversees client regulatory and business communications. Before a 20-year career with Wellington, Chastain served as a vice president with Citibank. Chastain received a Bachelor of Arts degree in economics from Connecticut College and Master of Arts degree in International Studies from The Lauder Institute at the University of Pennsylvania.

 

80. Gerald Burke
Company: The Vanguard Group
Title: Principal, Institutional Sales

Gerald Burke is a Principal and Head of Institutional Sales for The Vanguard Group, a registered investment advisory firm based in Valley Forge, Pennsylvania. Holding over $6 trillion in global assets under management, Vanguard is one of the world’s largest providers of mutual funds and exchange-traded funds. In his role, Burke oversees new enterprise development of the firm’s defined contribution, defined benefit, non-profit, and institutional advisory businesses. Previously, he was a regional sales manager for Vanguard’s financial advisory services. He began his career as a manager with Coopers & Lybrand Consulting. He received his Bachelor of Science degree in mathematics from Worcester State College.

 

81. Brian McCarthy
Company: Bank of America Merrill Lynch
Title: Vice Chairman/Co-Head of Americas Healthcare Investment Banking

Brian McCarthy is the Vice Chairman and Co-Head of Americas Healthcare Investment Banking at the Bank of America Merrill Lynch. McCarthy has managed Merrill Lynch’s Unclaimed Property reporting division since 2005 along with other various security related functions within Merrill Lynch. Previously he held positions at Oppenheimer & Co, J.P. Morgan, Lehman Brothers, and Bear Stearns. McCarthy has also volunteered as a fireman with his local Fire Department for the past 19 years. McCarthy received his Bachelor of Arts degree in history from Brown University.

 

82. Trevor Oelschig
Company: General Catalyst
Title: Managing Director

Trevor Oelschig is a Managing Director at General Catalyst. Based in Cambridge, MA, General Catalyst is a venture capital firm that makes early-stage and growth equity investments. Oelschig joined the firm in 2016 and focuses on startups in enterprise and business applications. He works with Loom, Housecall Pro, Singular, and Contentful and is particularly drawn to uncapped upside companies, bottoms-up adopted products, and SMB and enterprise products. Before General Catalyst, he was at Bessemer Venture Partners where he invested in and served on multiple boards. Oelschig received his Bachelor of Science degree in industrial engineering and operations research from the University of California, Berkeley.

 

83. Daniel Rosner
Company: BlackRock
Title: Managing Director

Daniel Rosner is a Managing Director at BlackRock. BlackRock is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors. Rosner joined the firm in 2003 and currently heads the Client Technology Risk Management practice within the Risk and Quantitative Analysis (RQA) group. He engages with the Aladdin Product Group (APG) and BlackRock Solutions (BRS) across key risks such as availability, performance, scalability, recovery, change management, and information security associated with technologies for which BlackRock is the provider. He previously held positions at McKinsey & Company and Swiss Bank Corporation. Rosner received his Bachelor of Arts degree in mathematics from the University of Pennsylvania.

 

84. Bradaigh Wagner
Company: Endeavour Capital
Title: Managing Director

Bradaigh Wagner is a Managing Director at Endeavour Capital. Based in Portland, Oregon, Endeavour Capital is a private equity firm specializing in lower middle market management buyouts for acquisition of companies. Wagner joined Endeavour in 2004, and focuses on the food, consumer, and specialty retail industries for the firm. She currently sits on the boards of Arizona Nutritional Supplements, Pacific Market International, and OFD Foods. In addition to her roles on Endeavour boards, she also serves as a director of Rainier Scholars, a Seattle-based non-profit. Prior to Endeavour, Wagner held positions at Fenway Partners and The Beacon Group. Wagner received her Bachelor of Arts degree from Princeton University.

 

85. David Youngberg, Jr.
Company: Goldman Sachs
Title: Managing Director

David Youngberg is a Managing Director at Goldman Sachs. Based in New York, Goldman Sachs is a multinational financial services firm providing securities, investment banking and management services. Youngberg joined Goldman Sachs in 1998 focusing on credit risk management and in 2004 was recalled to active duty in the U.S. Army spending 10 months as the comptroller for the Iraqi training mission in Baghdad under General David Petraeus. After four years at Deutsche Bank, he rejoining Goldman Sachs in 2011 first as the chief of staff and then chief operating officer for the Risk Division. Youngberg received his Bachelor of Science in Engineering Management from the United States Military Academy at West Point and is a veteran of Operation Desert Storm and Operation Iraqi Freedom.

 

86. Anders Maxwell
Company: PJ Solomon
Title: Managing Director

Anders Maxwell is a Managing Director with PJ Solomon, a multinational investment bank and financial services company. Based in New York City, PJ Solomon advises corporate clients through mergers, acquisitions, restructurings, and more. A 20-year veteran of the firm, Maxwell is a Senior Advisor in its debt advisory and restructuring practice and has advised clients such as Six Flags and Washington Mutual. Previously, he worked within GE Capital’s project finance and equity capital groups and is considered a preeminent bankruptcy restructuring financial advisor. He received his Bachelor of Architecture degree from the University of California at Berkeley.

 

87. Tom Libassi
Company: ILS Capital Management
Title: Managing Partner and Co-Founder

Tom Libassi is Managing Partner and Co-Founder of ILS Capital Management (ILS CM). ILS CM provides investment management services within the Insurance Linked Securities sector. Libassi is also a member of the Management Committee and the Investment Strategy Committee. In his current role, Libassi is responsible for all aspects of the firm’s global business and capital development including discussions with capital providers, investors, and other key strategic relationships. Before ILS Capital, Libassi was at Strategic Value Partners, GSC Group, Mitchell Hutchins (a subsidiary of PaineWebber Inc.), and Keystone Custodian Funds, Inc. Libassi received his Bachelor of Arts degree in economics from Connecticut College.

 

88. Paula Arrojo
Company: Goldman Sachs
Title: Managing Director & Private Wealth Advisor

Paula Arrojo is a Managing Director and Private Wealth Advisor at Goldman Sachs. Goldman Sachs is a multinational financial services firm providing securities, and investment banking and management services. Arrojo joined Goldman Sachs in 2000 and was named Managing Director in 2010. Arrojo leads a 14-person team in New York. Before joining Goldman Sachs, she spent eight years as Vice President at Chase Bank. She serves on the Board of Trustees of B.E.L.L. (Building Educated Leaders for Life) and is a member of the Economic Club of New York. Arrojo received her Bachelor of Arts degree in comparative area studies and political science from Duke University.

 

89. Maybel Marte
Company: BlackRock
Title: Managing Director, Head of Liquid Levered Credit Product Strategy

Maybel Marte is the Managing Director and Head of Liquid Levered Credit Product Strategy within BlackRock’s Global Credit Group. BlackRock is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors. As a product strategist, Marte focuses on developing credit solutions for both institutional and retail clients, across bank loans, high yield, and CLO offerings. In this role, she is responsible for product development, marketing, and client service. Before this, Marte was at PIMCO, Goldman Sachs, and FBR Capital Markets. Marte received her Bachelor of Arts degree in economics from Wellesley College.

 

90. David Ludwig
Company: Goldman Sachs
Title: Head of Americas Equity Capital Markets

David Ludwig is Head of Americas Equity Capital Markets (ECM) at Goldman Sachs. Based in New York, Goldman Sachs is a multinational financial services firm providing securities, and investment banking and management services. Previously, he was co-head of ECM in the Americas. Ludwig joined Goldman Sachs in 1997 as an analyst in the Communications, Media, and Entertainment Group within the Investment Banking Division. Prior to joining the firm, he held positions at Smith Barney in the Investment Banking department. Ludwig received his Bachelor of Science degree in economics from the Wharton School of the University of Pennsylvania.

 

91. Mary Fortin
Company: Thrivent
Title: Executive Vice President and Chief Commercial Officer

Mary Fortin is the Executive Vice President and Chief Commercial Officer at Thrivent. Based in Minneapolis, Thrivent is committed to providing financial advice, investments, insurance, banking, and generosity programs to help others. It is a membership-owned fraternal organization that focuses on the goals and priorities of its clients. Fortin leads efforts to attract clients and has played an integral role in the firm’s transformation into a customer-centric organization. Fortin is also responsible for all commercial operations at Thrivent. Before joining Thrivent in 2020, Fortin held positions at Allstate, AIG, American General, and The Hartford. Fortin received her Bachelor of Science degree in accounting from the University of Connecticut.

 

92. Loli Wu
Company: Bank of America Merrill Lynch
Title: Managing Director Investment Banking, Global Head of Transportation and Infrastructure

Loli Wu is the Managing Director of Investment Banking and the Global Head of Transportation and Infrastructure at Bank of America Merrill Lynch. Wu is responsible for the firm's investment banking business in the airline, railroad, shipping, trucking & logistics, and transportation infrastructure sectors. Wu joined Bank of America Merrill Lynch in October of 2009. He previously held positions at Citi, A.T. Kearney, and began his career as a reporter at the Journal of Commerce. He received his Bachelor of Arts degree in East Asian studies from Yale University.

 

93. Hugh Macdonnell
Company: Clarion Partners
Title: Equity Owner, Managing Director, and the Head of Client Capital Management

Hugh Macdonnell is the Equity Owner, Managing Director, and the Head of Client Capital Management for Clarion Partners. Based in New York, Clarion Partners is a diversified real estate investment firm. Macdonnell joined the company in 2011 and in his current role has global responsibility for the firm’s client relationships and capital raising. He is also a member of the firm's Executive Board, Investment Committee, and Operating Committee. He previously held positions at Morgan Stanley, where he spent 14 years, and was a partner at Davies Ward Phillips & Vineberg. Macdonnell received his Bachelor of Commerce degree from McGill University.

 

94. Matt Chlystek
Company: Moelis & Company
Title: Managing Director

Matt Chlystek is a Managing Director at Moelis & Company, a global independent investment firm headquartered in New York City. Serving a diverse client base, Moelis & Co. provides comprehensive and globally integrated financial advisory services across many industries. In his role as a Managing Director, Chlystek oversees Moelis & Co.’s food and agribusiness investment banking. Previously, he amassed 20 years of experience in investment banking, including over a decade in executive roles with J.P. Morgan. His career began with management roles at Accenture and Bank of America. He received his Bachelor of Science degree in mechanical engineering from the University of Notre Dame.

 

95. Bailey Izard
Company: J.P. Morgan
Title: Managing Director

Bailey Izard is a Managing Director and Wealth Advisor with J.P. Morgan Wealth Management. JPMorgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services. Bailey specializes in comprehensive wealth management and assists clients with investment strategy, asset allocation, portfolio construction and engineering, tax and estate planning, charitable giving, hedging concentrated stock positions, and planning for the sale of privately held businesses. Previously he held positions at Bernstein Global Wealth Management, inFusion3, Breckenridge Capital Partners, and Kidder Peabody & Co. Bailey received his Bachelor of Arts degree in economics from the University of Virginia.

 

96. Neil Stone
Company: Morgan Stanley Investment Management
Title: Managing Director, Fixed Income Investments

Neil Stone is a Managing Director of Fixed Income Investments at Morgan Stanley, a multinational investment bank headquartered in New York City. Morgan Stanley is a Fortune 200 corporation, specializing in financial services, wealth management, institutional investing, and more. Stone has been a fixed income portfolio manager at Morgan Stanley since 1995 and boasts over 35 years of total investment experience. Previously, he was a director of mortgage research at Credit Suisse First Boston and was a systems analyst at American Management Systems. He received his Bachelor of Science degree in accounting and decision sciences from The Wharton School of the University of Pennsylvania.

 

97. Steve Lessar
Company: BlackRock
Title: Managing Director

Steve Lessar is a Managing Director and the Co-Head of Secondaries and Liquidity Solutions in the Private Equity Partners (PEP) business of BlackRock Alternative Investors (BAI). BlackRock is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors. Before joining BlackRock in 2018, Lessar was managing director at Goldman Sachs and a principal at Lehman Brothers. Prior to his financial services career, Steve served as an officer in the United States Army. Lessar received his Bachelor of Science degree in engineering management from The United States Military Academy at West Point.

 

98. Mark Renton
Company: Moelis & Company
Title: Managing Director

Mark Renton is a Managing Director at Moelis & Company, a global independent investment firm headquartered in New York City. Serving a diverse client base, Moelis & Co. provides comprehensive and globally integrated financial advisory services across many industries. As a Managing Director, Renton specializes in providing investment strategies for oil and gas clients. Previously, he was a managing director of oil and gas advisory with Lazard, as well as an executive with Citigroup. Renton is currently the interim co-chairman of the Parrish Art Museum in Water Mill, New York. He received his Master of Arts degree in politics, philosophy, and economics from The University of Oxford.

 

99. Matt Jozoff
Company: J.P. Morgan
Title: Managing Director

Matt Jozoff is a Managing Director for JPMorgan Chase, an American multinational investment bank. Headquartered in New York City, JPMorgan Chase (JPMC) is the largest bank in the U.S. and fifth globally, boasting over $3 trillion in total assets. In his role as a Managing Director, Jozoff is the Head of Fixed Income Research, a division which is ranked top in its class by Institutional Investor. Previously, he served as a vice president and head of mortgage strategy for Goldman Sachs and as VP of mortgage research for Lehman Brothers. He received his Bachelor of Arts degree in physics from Princeton University.

 

100. Aaron Sack
Company: Morgan Stanley Capital Partners
Title: Managing Director, Head of Capital Partners

Aaron Sack is a Managing Director and the Head of Capital Partners at Morgan Stanley Capital Partners (MSCP), a division of the multinational investment bank headquartered in New York City. Morgan Stanley is a Fortune 200 corporation, specializing in financial services, wealth management, institutional investing, and more. With over 25 years of investment experience, Sack helps mid-sized businesses find investment partners that align with their long-term interests. Before joining MSCP, he was a principal at Apollo Global Management, where he led and structured debt investments in middle-market companies. He received his Bachelor of Arts degree in English language and literature from Dartmouth College.