Managing Director, Farol Asset Management
Robert Azeke founded Farol Asset Management, LP after leading the private equity co-investment business for Parish Capital, where he was responsible for managing the New York State Common Retirement relationship. Prior to Parish Capital, Mr. Azeke founded The Sunday Group, a boutique advisory and investment firm providing advisory and capital raising services for small and middle market companies.
With over 20 years of investment banking and private equity experience, Mr. Azeke has enjoyed a long and distinguished career on Wall Street, having held senior positions at JP Morgan, Goldman Sachs, Lazard Freres and Compass Partners.
Mr. Azeke is a graduate of the Harvard Business School and the University of North Carolina at Chapel Hill where he won a Division I National Championship in Men’s Lacrosse. He is fluent in Portuguese and proficient in Spanish.
Managing Director, Castle Harlan
Heather Faust is a Managing Director of Castle Harlan. Prior to joining Castle Harlan, Ms. Faust was a management consultant at McKinsey & Company, where she worked in the United States and abroad across a variety of industries. She advised and directly assisted her clients in defining and implementing key strategic and operational business transformations. Ms. Faust is currently a director of Baker & Taylor and previously served as a director of IDQ Holdings, Inc. and Ames True Temper. Ms. Faust graduated Cum Laude from Princeton University with a B.S.E. in Operations Research and Financial Engineering and holds an M.B.A from the Harvard Business School.social media globally. Under Lauri’s leadership, Godiva has been recognized with industry awards for new store design, PR/events, and for the Godiva Rewards loyalty program.
Board member, Catterton Partners portfolio companies
Lauri Kien Kotcher joined Catterton Partners on the Vault portfolio operations team in 2013 as the senior leader in the marketing arena. She is a Board member at Ferrara Candy Company, Strivectin and CoverFX.
Prior to Catterton, Lauri was the Chief Marketing Officer at Godiva from 2009 through 2013. In this role Lauri was responsible for leading Godiva’s brand and marketing initiatives in the areas of product and packaging innovation, store design and visual merchandising, pricing and promotions, licensing and marketing communications, including advertising, digital marketing/ e-commerce, social media, CRM, public relations, cause marketing and sustainability. Over her four year tenure, revenues grew 50%, EBITDA grew to its highest level ever and the brand strength reached new heights. Lauri and her team jumpstarted product innovation, launching several products with $50-100MM revenues, entered new countries and channels, launched 3 new retail formats comping double digits globally, and transformed every aspect of marketing communications, including launching the first ever cause marketing program for the brand and moving into digital marketing and social media globally. Under Lauri’s leadership, Godiva has been recognized with industry awards for new store design, PR/events, and for the Godiva Rewards loyalty program.
Previously, Lauri was a partner at McKinsey and Company, one of the world’s leading general management consulting firms. Over her 15 year career at McKinsey, Lauri served clients and led teams around the world across a wide range of consumer driven industries including luxury retail and prestige brands, packaged goods and consumer healthcare. Lauri was co-leader of McKinsey’s North American packaged goods practice as well as the leader of McKinsey’s Customer Management, Innovation and M&A/Alliance service lines. She was known for her work with front line sales teams to grow their revenues, profits, and selling capabilities across a wide range of customers. She authored multiple articles and speeches and sat on the Advisory Board of the GMA, the leading consumer packaged goods industry association.
Lauri earned her BA degree cum laude at Princeton University in The Woodrow Wilson School of Public and International Affairs and a JD/MBA degree from Stanford University. She is the Vice Chairman of the Board of Trustees of the Churchill School and Center (a private school in NYC) and has served on other private equity backed company boards.
Chief Executive Officer, Sunrise Senior Living, a KKR portfolio company
Penny McIntyre is a Senior Executive and international business leader with over 20 years’ experience at premier consumer packaged goods companies including Newell Rubbermaid, The Coca-Cola Company, and S.C. Johnson. She has led businesses globally, leveraging her skills in general management, marketing, and talent development. Most recently, she assumed the position of CEO of a leading senior living company, Sunrise Senior Living. She is interested in public board opportunities where her diverse experience and depth of understanding of brand strategy, consumer and customer insights, and expanding businesses internationally will add value.
As CEO of Sunrise Senior Living, Ms. McIntyre is a member of the Board of Directors and responsible for leading the $350mm management company which operates 290 senior living communities in the US, Canada, and the UK with over $2.5B in revenues and 29,000 employees. She is leading the re-orientation towards growth, implementing consumer and customer segmentation research, recommencing real estate build out, and managing the transition from the prior Private Equity owners to the new strategic buyer.
She has received numerous industry and community awards including being named to The Agenda Diversity 100’s list of Top Diversity Board Candidates, Business-to-Business Magazine’s Women of Excellence Award, the Outstanding Leadership Award from the Board Directors Network, Women to Watch by The Diversity Journal, the Women of Achievement Award from the YWCA of Atlanta, and Woman on the Way by Atlanta Magazine. Recently,.
A native of Canada, she graduated with honors from the University of Western Ontario with a degree in business administration. She and her husband have two children and live in Atlanta.
Managing Director, Hypatia Capital
Irina Anguelova is a Managing Director at Hypatia Capital. Ms. Anguelova focuses on the Consumer and Business Outsourcing sectors. Prior to joining Hypatia, Ms. Anguelova spent 12 year as an investment banker, most recently as a Director in the Financial Institutions Group at Merrill Lynch focusing on the FinTech sector. Prior to Merrill Lynch, Ms. Anguelova was at Citigroup, covering the FinTech and Technology sectors. Ms. Anguelova started her career in 1997 as an analyst in the Financial Institutions Group of Salomon Brothers. She has completed over 40 transactions with total deal value of over $25 billion.
Ms. Anguelova is a graduate of Mount Holyoke College, class of 1997 with Magna cum Laude in Mathematics, Economics and Asian Studies. Irina is fluent in English, Bulgarian and Russian and has working knowledge of French, Spanish and Japanese.
As Chairman and CEO, Eileen Auen is focused on ensuring that PMSI is recognized as the most trusted, integrated pharmacy and specialty services provider in the workers’ compensation and liability markets. Eileen is a highly regarded insurance industry executive with proven experience leading large healthcare and workers’ compensation companies. Throughout her career, Eileen’s dynamic leadership style has driven outstanding outcomes for her organizations’ customers as well as her investors/shareholders.
Eileen brings nearly 20 years of executive experience in workers’ compensation and healthcare. Prior to leading PMSI, Eileen was the head of healthcare management for Aetna, Inc., the nation’s third-largest health insurer. In this role, Eileen managed more than 35 billion in healthcare spending and led the company’s network management, care management, and informatics organizations. Directly prior to this, Eileen served as Chief Executive Officer at APS Healthcare, Inc., a leading provider of Care Management and Behavioral Health Solutions that covered more than 20 million members in the United States and Puerto Rico. While at APS, Eileen repositioned the company to become one of the largest and most successful integrated Care Management organizations in the country.
Earlier in her career, Eileen served as President of HealthNet of the Northeast; President of CIGNA Healthcare-Southeast Region; Senior Vice President of Intracorp, CIGNA s care management subsidiary; Senior Vice President of Riscorp, a Florida-based workers’ compensation insurer; and Vice President of Operations for United States Fidelity & Guaranty Corporation’s personal lines of business. She began her post-business school career as a Senior Associate in Booz•Allen & Hamilton, Inc’s Financial Services practice.
Eileen received an MBA from the University of Virginia’s Darden School of Business and a BA in economics and finance from Towson University. She is a member of the Board of Directors of ICF International, a global consulting firm.
Vice President, Palladium Partners
Ms. Bonnet joined Palladium in 2006 and directs investments in the consumer, food and financial services sectors. Prior to Palladium, she executed M&A transactions in the financial services group at Morgan Stanley. Prior to Morgan Stanley, Ms. Bonnet served in the Equity Division of Goldman, Sachs & Co.
Ms. Bonnet serves on the Board of Directors of Palladium portfolio company Sahale Snacks, and has served on the Board of Directors of Palladium portfolio companies Taco Bueno Restaurants, Celeritas, and Wise Foods. Ms. Bonnet earned a B.S. in Business Administration with a minor in East Asian Studies from the University of Southern California, Marshall School of Business. Ms. Bonnet is also a Board member of Women's Association of Venture and Equity (WAVE), a 501c3 nonprofit organization.
Dana is the founder of iPay Technologies, LLC. iPay provides SaaS based bill payment solutions to over 40% of the financial institutions in the U.S. that offer bill pay. iPay Technologies was a portfolio company of Bain Capital and Spectrum Equity from December 2006 to June 2010 when it was sold to Jack Henry and Associates (NASDAQ: JKHY) for $300M.
In addition to being the Founder of iPay Technologies LLC, Dana (along with her husband Mike) manages SB Holding Corporation which specializes in investing in late stage small cap companies. Together they are also the majority shareholders and board members of Digital Compliance, LLC, an online financial institution software company.
Dana also serves as a Board or Advisory member at, Digitech Public Safety Solutions Inc. (Kentucky), a SaaS based software solution providing end to end inmate management for jails/prisons, Associates in Pediatric Therapy (Kentucky), a facility based provider of a full range of therapy services for children, Rooibe Red Tea, an organic ready to drink tea product and The University of Louisville College of Business Advisory Board. (Kentucky).
Dana was the 2009 Ernst and Young Entrepreneur of the Year winner in the technology category for the South Central Ohio and Kentucky region.
Prior to founding iPay, Dana was the founder of Call Me Bill, LLC, a provider of telephone and internet payment services to financial institutions. CMB was sold to Netzee, an Atlanta based public company (NASDAQ: NETZ) in September of 1999. When the dot com bubble burst in early 2001, Dana and her partners were successful in repurchasing the business from Netzee, which became iPay Technologies in May of 2001.
Dana earned her bachelor's degree in business management from Embry Riddle Aeronautical University in 1982 where she graduated summa cum laude. Dana and her husband Mike have five children and live in Elizabethtown, Ky.
Ms. Bronner is a Managing Director of Mistral Equity Partners. She is a senior business leader with an outstanding track record delivering strong, profitable revenue and market share growth for marquee brands — Jim Beam, Revlon, Nabisco, AT&T, Haagen-Dazs and Citibank. She has demonstrated success in change management, business turnaround, organization restructuring, and high-performance team building. Her proven ability to build brands is the result of strong consumer insights, strategic integrated marketing and superior in market execution.
Ms. Bronner was Global Chief Marketing Officer of Beam Spirits and Wine, President of consumer businesses for Revlon, Haagen-Dazs and Sunbeam and held senior marketing positions across a diverse group of consumer focused product and service industries.
Ms. Bronner currently serves on the Board of Directors and chairs the Compensation Committee of Assurant, Inc. Ms. Bronner is also a member of the Board of Directors of Jamba, Inc. and Chef Solutions Holdings, LLC. She also currently serves on the boards of several not-for-profit organizations including The Goodman Theater, The University of Chicago Booth Business School Marketing Steering Committee, and the President’s Advisory Board at Vassar College.
Ms. Bronner received a B.A. from Vassar College and an M.B.A. from The University of Chicago.
Senior Associate, Hypatia Capital
Hilary Burt is a Senior Associate at Hypatia Capital. Ms. Burt joined Hypatia as an Associate in 2009 from an analyst role at a hedge fund. She focuses primarily on transaction execution and deal sourcing as part of the Hypatia Capital team.
Ms. Burt received her B.A. in Art History from Princeton University and will be attending Columbia’s Graduate School of Business starting in the fall of 2011.
Rachel Brydon Jannetta is President and CEO of TestAmerica, a $300M environmental business that is co-owned by HIG Capital (51%) and American Capital (ACAS) (49%). TestAmerica is comprised of TestAmerica Laboratories, the largest environmental testing company in North America and several related businesses that supply sampling and remediation treatment equipment, air emissions stack testing services, indoor air quality testing, as well as environmental drilling. Rachel is a member of and reports to the Board of Directors of TestAmerica Environmental Services, LLC.
A Fellow of the Chartered Association of Certified Accountants, Rachel started her accounting training in 1977, as an Internal Auditor for Scottish and Newcastle Breweries based in Edinburgh, Scotland. After spending 16 years in finance and general management roles mainly in commercial industry, Rachel joined Severn Trent in 1993 as Managing Director of their UK Laboratories business. In 1997 she became President and CEO of Severn Trent Laboratories (STL) in the US and, through a series of acquisitions, developed STL from two small labs in New England into the largest testing business in the US. In June 2004 Rachel was appointed to the Board of Directors of Severn Trent Plc; Severn Trent is one of the UK’s top 100 companies.
As part of a change in strategy whereby Severn Trent divested all of its non-regulated businesses to return to its water utility roots, STL was sold to HIG Capital in late December 2006. In 2007 STL merged with HIG’s existing portfolio company in the environmental sector, TestAmerica, and after a period of integration and client transition, the combined business now operates as TestAmerica and affiliates as described above.
In February this year, following a balance sheet refinancing, ACAS became a larger equity partner increasing their ownership stake in TestAmerica to 49%. In addition to her executive role with TestAmerica, Rachel is also a Director of WaterAid America, a philanthropic organization providing drinking water and sanitation facilities to Third World countries.
Dalia Cohen, Managing Director, joined JLL Partners in 2010. Prior to joining, Ms. Cohen was a Managing Director for Business Development, Structuring, Marketing and Investor Relations and the CFO of a series of credit funds managed by Trimaran Advisors, LLC and Trian Credit Partners.
Previously, she was a Vice President in Corporate Development for DoubleClick, Inc. and CFO of Small World Sports. She was previously at Morgan Stanley in the Mergers, Acquisitions, and Restructuring Group both in New York and Hong Kong, and in Global High Yield as a research analyst covering media. Ms. Cohen received a B.A. from Columbia University, a Master’s in International Business from Columbia’s School of International and Public Affairs, and her M.B.A. from Harvard Business School.
Melanie Cox was most recently the President and CEO at Scoop Management LLC, where she was recruited to implement the turnaround of the Scoop retail brand. She has more than 25 years of firsthand experience and has held senior level positions at Wet Seal, Gymboree, and Urban Outfitters as well as highly notable private equity firms such as Cerberus Capital Management and Prentice Capital Management. She joined Cerberus as an operations executive providing due diligence on Eddie Bauer, Gadzooks, Rafaela, and Mervyn’s. She led the Mervyn’s post-acquisition management effort and was instrumental in producing $120M EBITDA in the first year. She recruited many of the senior managers to the organization including the Executive Chairman and President. At Prentice she served as an operations executive providing due diligence on retail and wholesale brands such as It's Sugar, Bluefly.com, Delia's, and Cato. She also developed and implemented restructuring plans for portfolio companies KB Toys and Goody's Family Clothing and advised on portfolio companies Wet Seal, Arden B., It's Sugar, Bluefly.com, and Russ Berrie.
Her diversified background includes driving significant revenue and profit growth and the successful turnaround of five retail companies, the completion of two mergers as well as the recruitment of multiple senior management teams for new acquisitions. Her specialties include merchandising, marketing, product development, sourcing, operations, logistics, and business development. She is a long term veteran in all sectors of the retail industry from discount to luxury; women's, men's and children's apparel and accessories; home, gifts, and toys.
Paige Daly is a Managing Director at Harvest Partners, a 30 year-old private equity firm with a long history of investing in growth-oriented middle market businesses. She is focused primarily on consumer and retail investing. Prior to joining Harvest, Paige was with LNK Partners and Apax Partners where she was a member of the U.S. consumer and retail group. In her 14 year private equity career, Paige has focused on growth capital, buyout and recapitalization investments in consumer and retail businesses, and is responsible for the sourcing, analyzing, structuring, financing, overseeing and exiting from the firm’s investments. Before joining Apax, Paige was with Bain Capital.
Paige has served on the Board of Directors of Bob’s Discount Furniture, Spyder Active Sports and Gocom Communications. Paige received a BS with a concentration in finance from the University of Pennsylvania and an MBA from Harvard Business School.
Partner, Catterton Partners
Ms. Daneshzadeh is a Partner at Catterton Partners. Ms. Daneshzadeh has a broad range of investing, operating, consulting, and finance experience. Prior to joining Catterton, she was at Bed Bath & Beyond in their Executive Function where she worked with the Operating Committee on a broad range of priority strategic, operating and new business development opportunities across the company. Prior to joining Bed Bath & Beyond, Ms. Daneshzadeh served clients on an array of strategic and operational issues at McKinsey & Company. Prior to McKinsey, she served in the Mergers & Acquisitions Department of Morgan Stanley, based in both London and New York. Ms. Daneshzadeh received a Masters in Economics from Cambridge University,
England and also earned an MBA from Harvard Business School.
Ms. Granville-Smith is a Managing Director at BV Investment Partners and joined the Firm in 1996 as an Associate. She has more than 19 years of investment banking and principal investing experience. Ms. Granville-Smith is a member of the Firm’s Investment and Valuation committees. Previously, Ms. Granville-Smith was an Investment Banking Analyst at Bear, Stearns & Co., Inc. Ms. Granville-Smith earned her B.A. in History and Economics from the University of Pennsylvania in 1991 and M.B.A. from The Wharton School at the University of Pennsylvania in 1996. She is the Treasurer and a Board member of Codman Academy Foundation.
Some of Ms. Granville-Smith’s representative Investments are: Albridge Solutions, CAMP Systems, Decision Resources, Jobson Publishing, New Track Media, Oakstone Publishing, Rave Reviews Cinemas, World Publishing.
Judy Harris is Chief Executive Officer of Carson-Dellosa Publishing, a Birch Hill Equity Partners portfolio company. Prior to joining Carson-Dellosa, Ms. Harris held CEO roles with Smarterville Inc. and Primedia’s Educational Media segment that includes Channel One Networks and Films Media Group. She has also held senior executive leadership positions at PBS, Discovery Networks and Binney and Smith (Crayola), a division of Hallmark, Inc. Ms. Harris and her teams have been recognized with numerous awards for innovation in the education, consumer, and media arenas.
Ms. Harris is a graduate of Drexel University.
Joan Herbig was named Chief Executive Officer of ControlScan in late 2007, Joan Herbig is responsible for expanding the company’s position as a leading PCI compliance and security provider focused on ISOs and acquirers serving small to mid-sized merchants.
Prior to joining ControlScan, Joan was CEO of Cambia Security, Inc. until its acquisition by nCircle Security in April 2007. Prior to Cambia, Joan also served as CEO of XcelleNet, Inc., which was acquired by Sybase in May 2004.
Joan currently serves on the Board of Directors for the Technology Association of Georgia (TAG), which she chaired in 2008. She has also authored articles for recognized industry publications including Transaction Trends, The Green Sheet and Electronic Retailer.
Joan earned a M.S. in Computer Science from the University of Kentucky.
Beth Hoffman joined Berkshire Partners in 2003 and became a Managing Director in 2011.
Ms. Hoffman’s directorships and primary Berkshire involvement includes NEW Asurion Corporation, a provider of extended service plans, consumer product support and value added wireless subscriber services, and Tower Development Corporation, a wireless infrastructure site acquisition and development corporation.
Representative former portfolio company experience includes Advanced Drainage Systems, Crown Castle International and United BioSource Corporation.
Prior to Berkshire Partners, Ms. Hoffman worked for six years in venture capital, including a number of years at the Sprout Group. Beth began her career as a financial analyst in the Mergers & Acquisitions group at Morgan Stanley & Co.
Ms. Hoffman received her B.A. from Macalester College and her M.B.A. from the Kellogg School of Management
Director, Brooke Private Equity Associates
Ms. Christine Jones is a Director at Brooke Private Equity Associates. She joined BPEA in 2012 and is responsible for maintaining Limited Partner and Portfolio Fund relationships, as well as sourcing, evaluating, and monitoring Portfolio Investments.
Ms. Jones has spent 20 years as an investment professional and executive. Most recently she founded Eureka Growth Capital, a successful $85 million private equity fund, and served as its President and sole Managing Partner. Ms. Jones’ private equity experience includes fundraising as well as sourcing, structuring and management of 25 investments.
Prior to founding Eureka Growth Capital, she served as a Director of CoreStates Enterprise Capital Group, Vice President of Fleet Financial Group and an investment banker at Bank of America covering media and entertainment industries.
Ms. Jones has expertise in middle market companies across a broad range of industries including business services, health care services, telecommunications, transportation, consumer products and manufacturing. She has served or actively participated on the boards of 12 portfolio companies, the Greater Philadelphia Venture Group and the Philadelphia Chapter of the Association for Corporate Growth.
Ms. Jones was educated at Miami University in Oxford, OH and the Wharton School of the University of Pennsylvania. She is a member of the board of directors of St. John’s International School in Waterloo, Belgium and the St. John’s International School Foundation in the United States, and is active with boards of several community service organizations.
Tiffany is an e xperienced private equity investor. She has been involved in all aspects of the investment process, including deal sourcing, transaction structuring, financing, and execution of growth strategies. In addition, she has served on the board of numerous portfolio companies.
Tiffany has investing experience in a broad range of industries, including business services, manufacturing, distribution, and retail. She was most recently a Managing Director at H.I.G. Bayside Capital. Previously she was a Director with Levine Leichtman Capital Partners, where she was responsible for investment analysis and working with the management of portfolio companies to create value. Prior to Levine Leichtman, Tiffany worked in the private equity groups of Patricof and Co. and Perry Capital.
Tiffany received a BS from Georgetown University and MBA from Harvard Business School.
Ms. Lizarraga is the managing partner of Hypatia Capital Group. She is responsible for the vision, leadership and execution of the organization's strategy, as well as originating proprietary private equity transactions. She is a successful entrepreneur and merchant banker. She was most recently the Managing Director of Calyon Securities' New York mergers & acquisitions group. She started her merchant banking career at Donaldson, Lufkin & Jenrette. In addition, Ms. Lizarraga founded the Ursus Restaurant Group in 1997 and Ursus Agroindustrial in 2002, as well as is a founding member of Sigma SAFI, an asset management company. She also served as the President of the Privatization Committee of the Toll Roads of Peru. Ms. Lizarraga is on the board of directors of the Harvard Business School Women’s Association of New York, In-Motion, the Educational Video Center, the Diller-Quaile School of Music, as well as a Trustee for the Museum of Art of Lima. She is a frequent speaker on the topic of women in private equity at professional forums and top business school conferences.
Ms. Lizarraga received her Bachelor of Arts degree, cum laude, from Yale University and her Master of Business Administration from the Harvard Business School.
Jonathan Lynch is a Managing Director in the New York office of CCMP Capital and a member of the firm's Investment Committee. Mr. Lynch is also Head of Investor Relations. He has been responsible for the firm's investments in 1-800-Flowers.com, American Floral Services, ARAMARK Corporation, Centennial Security, Crosstown Traders, Masada Security, Pinnacle Foods Group, Premier Systems, Sentry Security, Quiznos Sub and Vitamin Shoppe Industries. Prior to joining CCMP in 1992, Mr. Lynch was a member of the Mergers and Acquisitions department of Prudential Securities. Mr. Lynch holds a B.S. from Georgetown University and an M.B.A. from Harvard Business School. Mr. Lynch is past President of the Venture Investors Association of NY (VIANY) and a member of the Board of Advisors of the Georgetown University School of Business.
Managing Director, General Electric
Adrianna Ma leads General Atlantic's Business Services sector and works with growth companies that provide information and technology-enabled services to enterprises. She also invests in companies that provide disruptive, specialized services in select industry verticals including energy and agriculture, manufacturing and retail. Adrianna serves as director of CLEAResult Consulting, Inc. and C&J Energy Services, Inc. She also serves as a director of Tory Burch LLC.
Prior to joining General Atlantic in 2005, Adrianna worked at Morgan Stanley as an investment banker in the Mergers, Acquisitions and Restructuring Department. Previously, she was a project manager at the Network Server Division of Hewlett-Packard Company.
Principal and Product Specialist, Ares Management
Ms. Markowicz joined the Ares Private Debt Group in January 2005 and currently serves as a Principal focused on Business Development. During her tenure at Ares, Ms. Markowicz has invested in middle market companies spanning many industries including healthcare, telecommunications, consumer products and services, business services, aerospace and defense and technology. Prior to joining Ares she was an Analyst at Citigroup, where she spent time in both the Global Power Investment Banking Group and the Leveraged Finance Group where she focused on financings for companies across a broad range of industries.
Ms. Markowicz received a BS in Engineering with a concentration in Economic and Financial Systems from the University of Pennsylvania.
Chief Executive Officer, Pinstripe
Sue Marks is founder and CEO of Pinstripe, Inc., a privately‐held, venture‐backed HR and Recruitment Process Outsourcing firm. She works tirelessly to ensure the fulfillment of the company’s mission to help Pinstripe’s clients win the war for talent so they can win in the markets they serve.
Sue grew up in the recruiting business, literally. As early as she can remember she spent her evenings listening to her dad make recruiting calls for Management Recruiters (now MRI). Immediately following college, she entered the search and recruiting business. After four years of learning the best of recruiting and entrepreneurship, she started her own business, which grew to be the largest independent provider of recruiting and staffing services in Southeastern Wisconsin. Along the way she broke new ground by offering alternative recruiting services (later to be known as RPO), to large organizations in competition with traditional staffing and recruiting services. Sue and her teams have designed, implemented and operated outsourced recruiting programs for many of the world’s great brands.
Sue sits on several profit and not‐for‐profit boards. She is the President of Competitive Wisconsin, Inc. and an active member of the Young President’s Organization, Marquette University’s Center for Entrepreneurship and Golden Angel Network, the Milwaukee Public Museum, the HR Outsourcing Association (HROA), and the RPO Alliance.
She has been named an HR Outsourcing Superstar by the industry’s prominent trade magazine five years consecutively, and was recognized as Ernst & Young’s Entrepreneur of the Year in the service business category. She is the winner of the Marquette University College of Business Administration’s Alumni Award for Entrepreneurship and a three‐time winner of both the Working Woman 500 designation and the Future 50 of Wisconsin.
Sue earned her Bachelor of Science in business administration from Marquette University and is an annual participant in YPO’s prestigious executive education program at Harvard Business School.
Chief Executive Officer, WorkPlace Media
Drawing from her 25 years of experience in direct marketing, Stephanie Molnar is a highly accomplished visionary leader. Her level of success is a result, in part, of her tenure at direct mail giant Advo, where she served as EVP and President, Sales and Service. Stephanie's leadership at our company as Chief Executive Officer is focused on guiding the continuous growth of the company by maintaining a deep understanding of the challenges that marketers face and by providing solid solutions that help them drive sales. Stephanie has traveled throughout the USA and abroad, spending most of her years in the Washington, D.C. and Baltimore, MD areas. She holds a B.S. from the University of Tennessee and has studied at Northwestern University. She and her family reside in Connecticut
Partner, Arsenal Capital Partners
Joelle Marquis works with this NY based $1.6 billion progressive private equity firm that invests in middle-market companies with revenues ranging from $40M to $400M.
Joelle partners with talented management teams, providing them with access to world-class operating resources and patient capital. Joelle is a pioneer in private equity where she’s paved the way to ensure human capital is valued as much as financial capital.
Her career spans more than 20 years as a General Manager, Chief Operating Officer, and senior leader of Human Capital. At Arsenal, she formed and leads the human capital engine with a true network of talent which actualizes results and value. She provides human capital and change leadership in multiple strategic initiatives including over 24 acquisitions / mergers / consolidations, and 22 realizations. She coaches executives across the portfolio and firm to apply past learnings to present situations to gain velocity and increase multiples. She top-grades talent across the portfolio including C-suite, senior leaders, board members and advisors; and has an 84% retention rate for senior leaders.
Her experience covers financial services, manufacturing, food and beverage, information services and technology in local, regional, and international, as well as early-stage through mature-stage organizations. Her partners and peers consider her a stabilizing force; connecting disparate people, ideas, and priorities to move them to desired outcomes.
She has published related articles, spoken at numerous professional forums and contributes to her community by serving on the boards of both for-profit and non-profit organizations.
She holds a B.S. in Business Administration, a M.S. in Organizational Development, has her SPHR certification and successfully completed the Executive Program at the University of Michigan.
She resides in Fleming Island, Florida with her husband and two children.
Ms. Mager was a Managing Director and Business Unit Leader – Retail Industry, Global Investment Research for Goldman Sachs until December of 2007. In this role she led a team of 19 research professionals covering more than 90 stocks across all sectors of retail. Ms. Mager has been named an All Star Analyst for eight consecutive years (1999-2007) by Institutional Investor, as well as recognized as a top analyst in surveys by Greenwich Associates, Reuters, Starmine, and The Wall Street Journal. While at Goldman Sachs, Ms. Mager worked on numerous IPO’s, including Polo Ralph Lauren, Columbia Sportswear, Carter's Childrenswear, Coach, UnderArmour, Maidenform, J. Crew, and Lululemon.
Prior to joining Goldman Sachs in 1995, Ms. Mager held various investment and research positions focused on retail at General American Investors, Smith Barney, Harris Upham, Inc, and Morgan Stanley. She began her career at the May department stores.
Ms. Mager holds an MBA with distinction from New York University and a BS, Finance cum laude from the University of Connecticut.
Janet Lewis Matricciani has held a variety of senior executive positions in her professional career. Previously, she was Senior Vice President of Corporate Development at K12 Inc., an education technology company. She has also held executive level positions at Countrywide Bank, and Capital One Financial Corporation.
Ms. Matricciani has also spent ten years in management consulting, most recently with McKinsey & Company. Ms. Matricciani worked in investment banking at J.P. Morgan in New York, and, at the start of her career, as an engineer for Ove Arup & Partners in London.
Ms. Matricciani speaks six languages and has work experience in over twenty countries. She has been a speaker at numerous industry conferences, and has been quoted in the Harvard Business Review.
Ms. Matricciani holds an MBA from Wharton Business School with an international fellowship and London Chamber of Commerce scholarship, and a B.A. and M.A. with honors in engineering from Cambridge University, where she was the recipient of an Ove Arup bursary.
Karen L. O’Connor, PhD is currently the Co-Chief Executive Officer for eSecLending, LLC, a global securities lending manager who designs, implements and administers customized securities lending programs for major institutional investors worldwide. In her capacity as Co-CEO, she oversees all aspects of the company’s strategic direction. She manages the high-growth phase of the firm through identifying and evaluating business development opportunities. She oversaw two major acquisitions since joining the company – one a securities lending company and the other a trust company.
Prior to joining eSecLending, Dr. O’Connor held COO positions at Fidelity Investments (Broadband business), Baltimore Technologies, and Cybertrust Solutions.
Dr. O’Connor was formerly with Digital Equipment Corporation in several senior finance roles including the OVMS CFO where she led the effort in the financial turn around of this multi-billion dollar critical software business.
Dr. O’Connor was graduated from The College of the Holy Cross with a BA in economics, Suffolk University with a MBA and received her PhD from Kennedy Western University. Dr. O’Connor has published numerous articles on a broad range of business topics such as business controls and performance management to changing financial strategies in dynamic environments. She is a member of the Boston Club and Financial Executives, a Trustee of Massachusetts Eye and Ear Infirmary and on the Dean’s Advisory Board at Suffolk University.
Christine Pastore was an Investment Officer with the New Jersey Division of Investment from January 2005 through March 2012. In her most recent role, appointed in September 2010, she was responsible for; 1) directing the alternative investments program, currently valued over $16 billion, comprised of private equity, hedge fund, real asset and real estate investments; 2) managing of the Alternative Investment staff, consultants and processes for monitoring current portfolio, and; 3) developing the business plan for each of the asset classes annually and allocating new capital to managers. She also continued to hold her previous role as Head of Private Equity.
As Head of Private Equity, from 2007 through March 2012, Ms. Pastore was responsible for devising the annual business plan for private equity asset allocation and building a diversified private equity portfolio for the pension fund. Her responsibilities included conducting manager research, conducting manager due diligence, selecting and making recommendations to the Director, monitoring and measuring manager performance (representing the pension fund on 30 advisory boards), as well as negotiating business terms and legal issues within the partnership agreements.
Ms. Pastore attended Rider University. She holds a Bachelor of Science in Business Administration and a Master of Business Administration, both of which concentrated in Finance.
Partner, Apax Partners
Jacqueline Reses is a partner responsible for media investments in the US. Recent investments include Cengage Learning (Thomson Learning), Nelson Education, Hit Entertainment, NEP Broadcasting, Learning Annex and Intelsat. Prior to joining Apax, Jackie served as the chief executive officer of iBuilding, Inc., a real estate software business that was sold to Realeum. Previously, she was at Doughty Hanson & Co. and also worked for seven years at Goldman Sachs, most recently as a Vice President in mergers and acquisitions and in the principal investment area.
Jackie received a B.S. in economics with honors from the Wharton School of the University of Pennsylvania. She is also on the Investment Committee for The Brearley School and The Peddie School, and serves on the non-profit Board of City Meals on Wheels.
Apax Partners is one of the world’s leading private equity investment groups. It operates across the United States, Europe, Israel and Asia and has more than 40 years of investing experience. Funds under the advice of Apax Partners total $40 billion around the world. These Funds provide long-term equity financing to build and strengthen world-class companies. Apax Partners Funds invest in companies across its global sectors of Tech & Telecom, Retail & Consumer, Media, Healthcare and Financial & Business Services.
Chief Executive Officer, Altegrity
Sharon T. Rowlands is Chief Executive Officer of Altegrity, Inc., the global risk and security solutions company, with approximately 10,500 employees in locations around the world. Altegrity is the holding company for Kroll, Kroll Ontrack, HireRight and USIS. Ms. Rowlands is based in the business’ New York City offices.
From 2008 to 2011, Ms. Rowlands was the CEO of Penton Media, Inc., the largest independent business-to-business media company in the U.S., serving the information needs of more than 6 million business professionals every month in industries ranging from agriculture and aviation to electronics, natural products and information technology. During her tenure, Ms. Rowlands led growth initiatives that included developing the company’s digital and marketing services offerings.
From 1996 to 2008, Ms. Rowlands worked for Thomson Financial in a variety of positions, including President and CEO. As President and CEO, Ms. Rowlands led the direction and development of the corporation’s strategy to accelerate growth and be seen as a business partner to the global security industry.
While serving as the corporation’s Global President and Chief Operating Officer from 2000 to 2005, she developed a strategy which guided Thomson Financial’s transformation from 45 disparate corporate entities to a leading global financial information and technology provider serving thousands of global companies. She integrated the organization and aligned it under a common strategy to become one of the top three providers of integrated solutions
Prior to Thomson, Ms. Rowlands served in various senior executive roles at Pearson including President of Financial Times Information USA.
Ms. Rolwands earned her Bachelor of Arts degree in History from Newcastle University upon Tyne in the United Kingdom in 1980 and her post graduate certificate in Education from the University of London, Goldsmith College in London in 1982. She is a member of the Board of Directors of Constant Contact and Altegrity.
Nancy Shalek is Chief Executive Officer and President of LoveSac, a Mistral Private Equity portfolio company. Nancy joined LoveSac in February 2008. She began at AMF Voit and Carnation in marketing, then started, built and sold a $50MM advertising agency in Los Angeles. Later Nancy ran the West Coast operations for WB Doner, the largest independent advertising firm in the world. She was both a regional and national Advertising Woman of the Year. Nancy developed and ran a media Joint Venture among NBC and several other Fortune 500 companies. She has created or took over and restructured companies in retailing, education and technology. In partnership with Stop and Shop Supermarkets, she developed a store-within-a-store entertainment product business, BestSellers!, now a $100+MM business.
Nancy graduated from the University of Pennsylvania with a BA in Literature and received her MBA in Marketing and Finance from University of Southern California
Kim Taylor concentrates her transactional practice in the private equity and mergers and acquisitions area. Kim serves as lead counsel to large buyout funds and private and public companies in a wide variety of transactions including leveraged buyouts, mergers, stock and asset acquisitions, recapitalizations, and minority investments. In 2009, Kim was featured in The Deal Magazine as one of eight "smart, young and talented" movers and shakers in private equity.
Kim graduated from the University of California at Berkeley with a B.A., and received her JD cum laude from University of California at Hastings, College of the Law.
Ms. Tech is responsible for identifying proprietary investment opportunities as well as negotiating and structuring Hypatia Capital investments. Prior to joining the Hypatia Capital Group, Ms. Tech was a managing director of Societe General's Capital Markets Group and a member of its Capital Markets Executive Committee.
Ms. Tech has also previously held senior positions in Citigroup's and Chase Securities' Capital Markets, Restructuring, and Investment Banking Groups.
Ms. Tech received a Bachelor of Arts degree in Economics from the University of Pennsylvania and a Master of Business Administration from the Wharton School of the University of Pennsylvania.
Chief Executive Officer and President, FrontStream Payments
As CEO and President, Nina oversees all day-to-day operations and strategic planning for business development.
Nina has over 20 years of experience in the banking and payment processing industry. Prior to joining FrontStream Payments, Nina held the position of Chief Operating Officer & EVP at Tier Technologies, Inc., which is a provider of electronic payment solutions in the biller direct market. Her responsibilities included day to day business operations of the company, including overseeing all of sales and marketing, as well as technology and operations. In this role, she provided fiscal, strategic and operational leadership to the company.
Before joining Tier Technologies Inc., Nina was President of Business Office Solutions, a division of Sallie Mae Inc. She was responsible for the vision and creation of the division in 2001, and held full planning, operating, finance, sales, marketing, product delivery, and P/L responsibility.
Nina earned an M.B.A. in financial management and a B.S. in economics from the University of Maryland.
Chief Executive Officer, StriVectin Operating Company
Prior to joining StriVectin, Ms. Wong was CEO of Astral Health & Beauty where she achieved meaningful growth through product innovations and expansion of global distribution under her leadership. Prior to Astral, Ms. Wong has held senior leadership positions at Murad, N.V. Perricone, and ZO Skin Health by Dr. Obagi, all of which achieved exceptional growth during her tenure. Originally from Singapore, she is an Honors graduate of The Australian National University and was an exchange scholar at UCLA.
Ms. Wong has documented successes in helping emerging and middle-market brands get to the next level, as well as globalizing established brands. In 2004, she was a Wall Street Journal nominee for the prestigious publication’s “Top 50 Women to Watch.” More recently she was recognized by The Little Pink Book as one of the “Top 10 Women in Business” and was an Ernst and Young Entrepreneur of the Year 2012 finalist.
Losing her husband of more than 20 years to an unexpected massive heart attack, just three weeks after relocating and assuming the CEO role at Astral, re-shaped Ms. Wong’s view of her personal and professional life. She now serves on the Board of the American Heart Association to raise the awareness of preventing heart diseases. She chaired the 2011 annual Go-Red Luncheon for Women in Atlanta raising more than $300,000 for the cause of addressing heart diseases. She also previously served on the boards of the Atlanta Chapter of the YMCA and the Who’s Who in the Asian American Communities.
Chief Executive Officer
On August 1, 2011, Mary Kate Wold assumed the role of President and CEO of the Church Pension Group, a pension and financial services company associated with the Episcopal Church and headquartered in New York City. A finance and operating executive, and former law firm partner, she has served in leadership positions in the corporate, legal, and government sectors.
Most recently, Ms. Wold served as Senior Vice President, Finance, and a Principal Corporate Officer of Wyeth, one of the world’s largest pharmaceutical companies, leading its Treasury, Tax, Procurement, and Business Process Outsourcing organizations.
As a member of the Wyeth Investment Committee, she was a fiduciary of that company’s multi-billion-dollar defined benefit and defined contribution pension plans. She also served on Wyeth’s Human Resources, Benefits, and Compensation Committee that had oversight responsibility for all of the company’s benefit and healthcare plans. She led a reassessment of Wyeth’s global insurance programs, and designed and implemented Wyeth’s corporate-wide enterprise risk management system. As a member of numerous executive oversight committees, she provided direction across a spectrum of Wyeth’s business and finance operations.
Prior to joining Wyeth, Ms. Wold was a partner at and chaired the tax practice group of Shearman & Sterling, one of the nation’s leading law firms. Earlier in her career, she served in the United States Department of the Treasury as a member of the Office of International Tax Counsel.
A faithful Episcopalian, she has served on the vestry of Christ Church in Hudson, New York, and on the vestry and as Chancellor of St. Bartholomew’s Church in New York City. She has served on the boards of various professional and non-profit organizations, and is a director of the Unilife Corporation, a NASDAQ-listed medical device company.
Mary Kate Wold was born and spent her early years in Bottineau, North Dakota. She attended Hamline University in St. Paul, Minnesota, from which she graduated summa cum laude with a B.A. in English and Theater; she was elected a member of Phi Beta Kappa. She later graduated cum laude from the University of Michigan Law School.
The Church Pension Group consists of the Church Pension Fund, an independent agency of the Episcopal Church incorporated by a special act of the New York State legislature in 1914, and its affiliated companies, which include Church Life Insurance Corporation, the Episcopal Church Medical Trust, the Church Insurance Companies (collectively, the Church Insurance Agency Corporation, the Church Insurance Company, the Church Insurance Company of New York, and the Church Insurance Company of Vermont), and Church Publishing Incorporated. CPG serves Episcopal clergy and lay employees and their families, as well as Episcopal churches and institutions, through the provision of pension benefits and services, retirement planning, life and disability insurance, health benefits, wellness strategies, property and casualty insurance, and book and music publishing including the official worship materials of the Episcopal Church.
Partner, Aquiline Capital Partners
Sandra Wijnberg is a Partner and a member of the Board of Directors of Aquiline Holdings, a private equity investment firm. She joined Aquiline in 2007 and has worked in the financial services industry since 1982.
Ms. Wijnberg was the Chief Financial Officer of Marsh & McLennan Companies, Inc. (MMC) from 2000 to 2006. Prior to joining MMC, Ms. Wijnberg was in senior financial management positions with PepsiCo, Inc. and YUM! Brands (spun-off from PepsiCo in 1997). Previously she spent more than twelve years in investment banking in London and New York at Morgan Stanley and Lehman Brothers and its predecessor firms.
Ms. Wijnberg was elected to the board of directors of Tyco International Ltd. in 2003 and has served on the audit committee, the nominating and governance committee and (currently) the compensation committee. From 2007 to 2009, Ms. Wijnberg was a director and the chair of the audit committee for TE Connectivity Ltd. (Tyco Electronics Ltd.) following its spin-off from Tyco International.
Ms. Wijnberg received an MBA from the University of Southern California’s Marshall School of Business (1982) and a BA in English Literature from the University of California, Los Angeles. She is a member of the USC Marshall School Board of Leaders and on Women for Women International’s New York Advisory Board.
Laura Weil was named CEO of Urban Brands, Inc. in August 2009. Urban Brands is the parent company of Ashley Stewart, a specialty retailer of fashion apparel and accessories for urban women aged 25-45 operating 214 stores in 26 states. Ms. Weil was brought in as a consultant in 2008 to help turn the company around for its principle owner, a private equity firm based in New York.
Prior to joining Urban Brands, Ms. Weil served as Chief Operating Officer of Ann Taylor Corporation, where she was responsible for all finance and accounting functions, global sourcing, information technology, merchandise planning and allocation, real estate and store construction.
Prior to joining Ann Taylor, Ms. Weil was the EVP and CFO of American Eagle Outfitters, Inc., where she was a key leader in the company’s rapid growth in sales from 200 million in 1995 to over 2 billion in 2005. In addition to overseeing all of the financial, investor relations, merchandise planning/allocation, IT and strategic planning functions, Ms. Weil served a critical role in the development and growth of ae.com, as well as in the overall development of the American Eagle brand, its extension into Aerie and the start up of Martin+Osa. She also was a founding member and chairperson of the American Eagle Foundation.
Before joining American Eagle, Laura held senior executive positions at CIBC Oppenheimer, R.H. Macy & Co., and Lehman Brothers.
Laura holds a B.A. degree in Art History and Government from Smith College and an M.B. A. degree in Finance and Marketing from Columbia University. She currently serves on the board of directors of Carnival Corporation, the world’s largest cruise operator. In New York, she is on the board of Girls Prep, which operates two charter schools in Manhattan and the Bronx.
Chief Executive Officer and President, RecoverCare
With more than 20 years senior management experience at diverse global companies, Mary Zappone was appointed President and Chief Executive Officer of RecoverCare in 2011.
Zappone’s skill at transforming processes to drive revenue growth while creating environments that foster breakthroughs from varied, multi-level teams have made her a respected leader throughout her career. A top-tier strategist, she has forged an impressive record of success in areas ranging from merger integration, portfolio management and commercial negotiations to cost reduction initiatives, new product development and performance management systems.
Immediately prior to joining RecoverCare, Zappone served as President of Alcoa's new Oil & Gas unit where she fast-tracked its market entry with five interdependent global contracts and commercialized seven new products. Previously, she has held high-influence management positions with business giants such as Tyco, General Electric, McKinsey & Company and Exxon.
Zappone holds an MBA in Finance/Marketing from Columbia Business School and a bachelor's degree in Chemical Engineering from Johns Hopkins University.
With a passion for mentoring colleagues, Zappone has been very active in organizations that encourage women and girls to pursue careers in math and science and has spoken frequently on this topic at major events including the Women’s Global Leadership Conference in Energy and Technology and National Math and Science Initiative Young Leaders Program.
Zappone resides in Louisville with her husband and three teenage daughters. A competitive gymnast in high school and varsity diver in college, her leisure pursuits now include playing tennis and doing yoga with her daughters.
Hypatia Capital welcomes:
- Current and past CEO's of private equity owned companies,
- Partners of major private equity firms,
- Institutional and family-office limited partners
and other industry participants to share their knowldege and network with CEO level executives who are actively pursuing CEO opportunities to acquire companies in partnership with private equity funds.
If you are interested in participating as a speaker at our seminars, please contact us:
Hypatia Capital Group