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_____________________________ ORGANIZER
______________________________
Our backgrounds
as global private equity investors provided the catalyst for the formation of Global
Private Equity Conference organized by Global Venture Network. Through our own experience, we recognized the importance of
providing a highly productive networking
platform where the dealmakers in today's global economy can meet and
address key issues in Private Equity and Alternative Asset Investments. Rapid growth of
global investment, M&A, and international finance has created the need
for high quality conferences where deal-flow may originate and
relationships nurtured. Our domain expertise as
global private equity investors, coupled with our
extensive network of contacts within the Institutional Investor, Limited
Partner and business
communities, enable
us to
create a unique forum which attracts
superior performing Private
Equity Investors (Leveraged, Middle Market, & Mezzanine Buyout), VCs, Distressed Debt Investors,
Limited Partners, Fund of
Funds, CEOs, and Wall Street's investment banking and legal
specialists.
In New York City and in key financial centers throughout the world, Global
Private Equity conference
presents top private equity investors and
business leaders
addressing timely issues regarding Alternative Asset Investments.
NYSE Invitation Only Private Dinners: Our
2003 and 2002 Global Private Equity Conference Annual Dinners (October 16th 2003
and
February 6th, 2002)
hosted by the New York Stock Exchange and held on the floor of the
prestigious NYSE for Global Venture Network Board of Advisors, Panelists,
and Sponsors.
EXECUTIVE TEAM
James Hahn,
Managing Partner,
Asia Alpha Private Equity Partners
James
Hahn began his direct
investment career in 1985 as a Vice President at
UBS,
later serving as a Senior Vice President at Prudential
Securities and Merrill Lynch Asia Pacific.
James has invested globally since 1992 as a risk arbitrage portfolio
manager at Alpine
Alternative Assets, a Hong Kong based hedge fund.
Alpine's
partners include one of China's first foreign investor. James has been recognized by China's leadership at
the Financial Reform Forum 2003 in Beijing, at APEC 2005, and at the World
Economic Forum.
James is a founding shareholder of New York City commercial bank Broadway
National Bank, and founding
partner of Asia Alpha Private Equity,
an investor in
profitable high growth Chinese
companies across many sectors including digital media, education, energy,
financial services, communications, retail, and healthcare.
James graduated from the Wharton School of the University of Pennsylvania,
is a member of Zeta
Beta Tau, a member of AKA Shiba Inu Club, and supports the Parents
Association of Horace Mann School.
Lisa
Yoo, Esq,
General Partner,
Global
Venture Network,
and Partner,
Alpine Alternative
Assets
Lisa
Yoo,
Esq.
is a Partner of Alpine
Alternative Assets.
Lisa
has extensive experience as a corporate attorney specializing in
international corporate transactions and securities law. She has worked at the law firm of
Clifford Chance in New York. She was a
former General Counsel of Global Growth Group, Inc., a hedge fund based in New York and Hong Kong.
Lisa
has lived in Asia for 11 years, including Hong Kong, Korea and Japan.
She is fluent in Korean, and has knowledge of Japanese. Lisa is admitted to the Bar Associations of both New York and New
Jersey. Lisa has
attended Harvard College, and graduated with honors from Smith College and
New York University School of Law.
J.D. Choi, Esq,
Chief Technology Officer,
Global
Venture Network, and CEO, Tax
Technologies Inc.
J.D.
Choi,
Esq. is among the handful of finalists nominated for the Ernst
& Young Entrepreneur of the Year for 2004. JD is recognized as an international tax expert and
technologist, specializing in software development. JD has
worked as an attorney and international tax consultant for over 14 years with a number
of Big Five accounting firms.
JD created a successful international tax specialty
group, “Quantitative Consulting Services” (QCS) in Deloitte &
Touche. Prior to joining Deloitte & Touche, JD worked with Arthur Andersen’s
corporate tax software development office in Sarasota, Florida. JD also worked for PricewaterhouseCoopers in its
International Tax Services group in the New York office.
BOARD OF
ADVISORS
Dr. Srinivas Akkaraju, Principal,
JP Morgan Partners
Srinivas joined the Life Sciences team in the Healthcare Group at
JPMorgan Partners, LLC in April '01. From October '98 to April
'01, Srinivas was in Business and Corporate Development at
Genentech, Inc., most recently as Senior Manager. There he was
responsible for worldwide partnering activities including
technology access deals, in-licensing of early and late-stage
therapeutics, and out-licensing of Genentech development projects.
In addition to his business development role, Srinivas also served
for the last year as Project Team Leader for one of Genentech's
clinical development products. During this time, Srinivas was also
a founding member of BioStreet, an online marketplace for biotech
opportunities. Prior to joining Genentech in 1998, Srinivas was a
graduate student at Stanford University, where he earned his M.D.
and Ph.D. in Immunology. Srinivas earned his undergraduate degrees
in Biochemistry and Computer Science from Rice University in 1990.
He is currently a Director of Eyetech Pharmaceuticals.
Michele Appendino, Co-Founder & Managing Director, Net
Partners
Before
co-founding Net Partners,
Michele Appendino was a Senior Engagement
Manager at McKinsey & Company, working in media, publishing,
retailing, and consumer marketing sectors. In these sectors, Mr.
Appendino worked on strategic, M&A and operational
improvement projects. During his five-year tenure at McKinsey,
Mr. Appendino worked in Italy, the United States, the United
Kingdom, France and Spain. Mr. Appendino graduated from the
Polytechnic of Turin with a degree in Electronics Engineering,
and received an MBA from INSEAD. Founded in 1997, Net
Partners was
one of the earliest venture capital funds in Europe to begin
operations with an exclusive focus on financing seed and early
stage Internet, commerce and transaction services companies.
Direct venture investments include some of the best known
European Internet companies such as Self Trade (Nouveau Marché:
7505), BFinance, Accucard, Freever and Mutui Online. Net
Partners is known for its hands on and highly entrepreneurial
approach to building companies and working closely with
entrepreneurs. The firm has emphasized and helped implement both
Pan-European and local initiatives in Europe.
John Borchers, General
Partner, Crescendo
Ventures
John Borchers is a General
Partner in Crescendo
Ventures' (www.crescendoventures.com)
London
office. His primary focus is on emerging communication and
infrastructure service technologies in Europe. Borchers first
entered the venture capital field in 1997 when he joined
Crescendo Ventures to develop the firm's European
presence. Borchers began his career in the data warehousing
field where he focused on applications consulting and decision
support systems in the financial, publishing and consumer goods
industries. He spent two years in Sydney, Australia, where he
opened the first Asia-Pacific office for a U.S.-based data
warehousing firm that is now part of Snyder
Communications. Borchers sits on the board of several U.S.
and European based companies including SealedMedia, Xtalis and
Twest. Borchers received an MBA from Harvard Business
School and a bachelor's degree from the University of
Richmond.
Doug Chertok, Managing Director,
Hudson
Ventures
Doug Chertok is a
Managing Director of Hudson
Ventures (www.hudsonventures.com). Doug has expertise
in founding and developing companies in the hospitality and gaming
industries, as well as financing and structuring venture capital
transactions for Internet, software and other technology
companies. From 1997 through 2000, Doug practiced corporate
finance and securities law for Morrison & Foerster LLP, specializing
in new media venture capital. Between 1992 and 1995, he held several
executive positions in the hospitality and gaming industries, including
Lady Luck Gaming Corporation and Kimco Management. Prior to 1992, Doug
worked as a real estate consultant and also founded a gourmet foods
company based in New York. Doug holds a B.S. degree from Cornell
University and a J.D. degree from New York University. Doug resides in
New York City, and when not sourcing deals enjoys spending time hiking
in the Adirondacks.
Jeff Clavier, Partner, RVC
(Reuters Venture Capital)
Jeff Clavier
is based in Palo Alto, CA, and leads the US operations of
RVC. His focus on investing in the US and helping companies
of the Portfolio develop through partnerships with other
companies of the Fund, and Reuters mainstream businesses and
subsidiaries (Tibco, Radianz, Factiva, Instinet). Jeff’s
intimate knowledge of the Financial Markets industry allows
him to steer portfolio companies towards serving this
technology-savvy market. Jeff
brought 12 years of experience in technology and business
when he joined the Fund from Reuters, where as Head
of Development of Reuters Risk Management and Desktop, he
had been overseeing a 200+ staff organisation in Paris,
London and New-York, developing a number of leading Reuters
products: ATW, the
Risk offering, and the
flagship Reuters Desktop Kobra/3000 Xtra, that he designed
back in 1993. Jeff became instrumental in the development of
the Reuters Open Systems product line since the early
1990’s, after the acquisition by Reuters of Effix Systemes,
the Paris-based startup company he joined and helped develop
in 1989. Jeff
serves on the board of UltraDNS (USA), LogicWorx (USA),
Harmony Software (USA), Entegrity Solutions and is an
observer of Tacit Knowledge Systems (USA). Jeff graduated
from Paris V University in Computer Science (BS & MS
with distinction), and earned a Research Degree (with
distinction) in Systems, Networking and Distributed
Computing from Paris VI. Jeff
co-authored a
patent-pending “Analytical Visual Display Method and
Apparatus”, geared towards displaying Venture Capital
portfolios according to an industry segmentation, and
identifying prospective technology investment spaces. He
is a seasoned speaker at events of the VC and Private Equity
community in the US.
Steven Costabile,
Head of Private Equity Funds, AIG
Private Equity Funds
Steven Costabile heads the Private Equity Funds Group for AIG
Global Investment Corp. Mr. Costabile is responsible for
committing capital on behalf of AIG in private equity funds and
secondary opportunities focused on corporate finance and venture
capital, primarily in developed markets. In addition, Mr.
Costabile also creates and manages third party investment vehicles
(fund-of-funds and structured products), which allow institutional
investors to invest along side AIG. AIG will also co-invest along
side partnership sponsors in direct deals. The AIG Private Equity
Funds Group manages assets in excess of $7 billion. Previously,
Mr. Costabile was a vice president with Credit Suisse First
Boston’s Private Funds Group, which made commitments to private
equity funds on behalf of CSFB and third party investors. The
CSFB Private Funds Group managed commitments in excess of $1.8
billion in both funds and co-investments. Mr. Costabile also
served as the Senior Investment Officer-Alternative Investments
for the $24 Billion Commonwealth of Massachusetts Pension Reserves
Investment Management Board (“Mass PRIM”). Mr. Costabile was
responsible for $2.1 billion in commitments that was allocated
among all stages of venture capital, subordinated debt,
secondaries, international, and leveraged buyout limited
partnerships and had commitments to 100 separate funds. Prior to
joining Mass PRIM, Mr. Costabile was the Assistant Director of
Venture Capital and Alternative Investments for the Pennsylvania
State Employees' Retirement System (SERS) and has worked
previously as a corporate financial analyst, private equity
advisor, and as a management consultant in the United Kingdom. Mr.
Costabile holds both a Masters of Business Administration and
bachelor's degree in finance from Duquesne University. In
addition, he is also a Chartered Financial Analyst.
Jonathan Ebinger, Principal, Nokia
Venture Partners
Jonathan Ebinger joined the
Washington DC office in September 2000. Jonathan has 14 years of
strong marketing and business development experience within the
telecom industry. Prior to joining Nokia
Venture Partners, Jonathan held senior operational positions
for Qwest, Bell Atlantic Internet Solutions and MCI. In
addition, Jonathan founded a successful Internet start-up. He
earned his MBA from Darden Graduate School of Business
Administration at the University of Virginia, and holds a
Bachelor of Finance from Virginia Tech. Jonathan serves on
the Board of Directors of AveSair and ZebraPass, Inc., and is an
active board observer with PAR3. Nokia Venture Partners
Launched in 1998, Nokia Venture Partners is a top tier venture
capital firm and a leading investor into the mobile Internet
space with USD$650 million under management. With strategic
LP's, including BMC Software, CDBWebTech, Goldman Sachs, Nokia,
and others, the fund builds partnerships with leading edge
mobile technology companies targeting high-growth market
opportunities around the world. Nokia Venture Partners has a
strong track record of leveraging the firm's combined resources,
experience and contacts to help build successful businesses. The
partners managing the fund all have extensive experience working
with entrepreneurs and start-up businesses, advanced technology,
private equity investing, and mergers & acquisitions.
George
Fellows, Former President and Chief Executive Officer, Revlon,
Inc
George
Fellows,
former President and Chief Executive Officer, Revlon, Inc.,
joined the Company in 1993 as Chairman, Revlon North America. In 1995, he was promoted to President and Chief Operating
Officer of Revlon, Inc. and Revlon Consumer Products Corporation.
In 1997, he was named Chief Executive Officer.
Mr. Fellows is credited with building the management team that led to the
resurgence of Revlon in the mid 90's and achieved the Company's number one
market share position in U.S. mass-market color cosmetics.
During his tenure, the Company created and made strides in the
implementation of its globalization strategy, increasing distribution and
reach throughout the world.
Prior to joining Revlon, Mr. Fellows was President of Colgate Latin
America from 1992 to 1993, and President of Mennen North America from 1989
through 1992. Before that,
Mr. Fellows spent four years at Revlon, and served as President of what
was then called the Domestic Beauty Group.
From 1970 to 1984, Mr. Fellows served in a series of senior executive
positions with International Playtex including Vice President/General
Manager of its Intimate Apparel Division; Vice President /General Manager
of its Family Products Envision; and President of its Intimate Apparel
Division. He began his career
in 1966 with Colgate-Palmolive.
Mr. Fellows graduated in 1964 with a B.S. degree from City College of New
York, received an MBA from Columbia University in 1966 and completed the
Harvard Advanced Management Program in 1981.
Mr. Fellows is a Board member of Vanity Fair Corporation and the
New York Stock Exchange Listed Company Advisory Committee and served on
the boards of Revlon, Inc., the National Association of Chain Drug Stores,
and the Cosmetics, Toiletries & Fragrance Association.
Matthew I. Growney, Managing Director, Motorola
Ventures
Matthew I.
Growney is
currently Managing Director of Motorola
Ventures (www.motorola.com).
MV is Motorola’s corporate venture capital group. He continues
to actively review and invest in opportunities strategic to
Motorola’s core and emerging businesses including
communications and embedded solutions. Prior to co-developing MV
four years ago, Matthew successfully completed three diverse
positions as a Commodities Buyer with Motorola’s Land Mobile
Product Sector and as a Corporate Development Analyst at Nippon
Motorola Limited in Tokyo, Japan. In 1996, he was employed as
the Business Analyst for Motorola’s Corporate Strategy-
Business Development office. His primary responsibilities
included management of corporate deal flow, investment tracking,
and merger and acquisition analysis. Most recently Matthew
conducted cyber-law, e-commerce, and domain name legal review on
behalf of HSD Ernst & Young- France and Motorola, Inc. He
has studied C++ Programming at Harvard University and
International Civil Law at the University of San Jose in Costa
Rica. Matthew graduated from Michigan State University and
earned a Juris Doctor degree from the New England School of Law
in Boston. Matthew resides on the boards of Nearlife, Inc., and
Aura Communications, both located just outside Boston, MA.
Tom Hirschfeld, Managing Director,
JW Seligman
Thomas P. Hirschfeld is Managing Director, Venture Capital
Investments, Seligman Technology Group, for J. & W. Seligman
& Co. Incorporated. JW
Seligman & Co.
is one of the nation's oldest investment firms. As of June 30,
2001, Seligman
managed over $31 billion in assets for institutions.
Seligman
is recognized as a leader in the field of technology research,
analysis and investment. From venture capital to established
large-cap companies, Seligman is one of the largest
investors in the communication, information and technology
sectors. Seligman has more than $9.7
billion invested in technology companies located throughout the
world. Mr. Hirschfeld, who has more than 14 years of investment experience,
focuses primarily on late-stage technology investments. He is
based in the Group’s New York office. Mr. Hirschfeld joined Seligman in January 2001. Previously, he was
with Patricof & Co. Ventures, where he most recently served
as General Partner, making venture investments in early-stage companies. Prior to
Patricof, he worked as an investment banker at Salomon Brothers
from 1986 to 1994, specializing in media and technology
companies. He also
served as Assistant to the Mayor of New York City during 1994,
leading a thirty-person economic policy group. Mr. Hirschfeld received his graduate degree in Economics and Politics
from Balliol College, Oxford University, which he attended on a
Marshall Scholarship. He graduated magna cum laude in Classics
from Harvard College. Mr.
Hirschfeld is also the author of three nonfiction books totaling
over a million copies in print:
Business Dad: How Good Businessmen Can Make Great Fathers (and
Vice Versa), How to Master the Video Games, and
How to Master Home Video Games.
Patrick Kenealy, Managing
General Partner, IDG
Ventures
Pat
Kenealy is Managing General Partner at IDG Ventures, the $560
million venture capital fund family of International Data Group,
the $2.5 billion global media conglomerate. He is a founding
General Partner of the IDGVentures funds in San Francisco,
London and Boston and is an advisor to IDG Ventures fund in
Beijing. At IDG Ventures in San Francisco, Kenealy supervised
the fund's successfully liquidated investments in Andromedia
(NASDAQ: MACR), BabyCenter (NASDAQ: ETYS), FutureTense (NASDAQ:
OMKT), Service Metrics (NASDAQ: EXDS), and Spinner.com (NASDAQ:
AOL), which collectively returned IDG Ventures 30 times its
invested capital in thosecompanies . He currently represents IDG
Ventures on the boards of Manna, PhotoAlley.com, PlanetOut
Partners, Quova, and Sailnet.com. Kenealy founded IDG Ventures
in 1996 after a dozen years as profit center manager in IDG's
publishing group. From 1990 to 1996, he was Publisher of IDG's
PC World Magazine, and CEO of PC World Communications. Inc.
During his tenure PC World quadrupled revenues and profits to
become the world's largest circulation PC publication, and PC
World Communications launched numerous new publications and
products including Multimedia World, The WEB magazine, PC World
Online, and joint ventures with Forbes, Newsweek, Child
Magazine, and others. During his last four years at PC World, he
ran IDG's PC World Global Support Center, which supported
locally-published PC Worlds in more than 50 countries. Before
joining PC World, Kenealy was founder, President, and Publisher
of Digital News, IDG's Boston-based newspaper for the VAX
computer market. Before joining IDG, he was founder, Associate
Publisher, and Editor-in-Chief of Digital Review Magazine at
Ziff-Davis Publishing, and Senior Editor of Mini-Microsystems at
Cahners Publishing. Mr. Kenealy holds a bachelor's degree from
Harvard University.
Michele G. Kinner, Managing
Director, Private Equity Fund of Funds,
RBC
Capital
Michele G. Kinner runs RBC Leveraged Capitals’ Alternative
Investment Management group.
Prior to joining RBC in 2002, she was with JPMorgan
Chase and its predecessor organizations for over 22 years,
having originally joined Manufacturers Hanover Trust Co. as a
management trainee after business school.
From 1998 until she left in late 2001, she was head of
the group within Chase Alternative Asset Management, Inc.
which oversaw clients’ multi-manager private equity
portfolios.
She was responsible for conducting due diligence and
making investment recommendations for Chase’s private equity
fund of funds, as well as for day to day management of over US
$1 billion in the investment portfolios.
Prior to joining Chase Alternative Asset Management,
Ms. Kinner was the Managing Director of Chemical Bank’s
Connecticut private banking market from 1995-1997 and Group
Senior Credit officer of Chemical Private Banking from
1992-1995.
Prior to her private banking assignments, she held
various management positions in Corporate Banking, Acquisition
Finance and Risk Management.
Ms. Kinner holds and A.B. degree in Economics and
Psychology from Smith College and and M.B.A. from the
Whittemore School at the University of New Hampshire.
Venetia
Kontogouris, Managing Director, Trident
Capital
Venetia
Kontogouris joined Trident
Capital
in 1999 as a Managing Director.
Prior to joining Trident Capital, Ms. Kontogouris was
President of Enterprise Associates, LLC, the venture capital
division of IMS Health Incorporated, and has held various
positions in venture capital since 1989.Formerly, she was Senior Vice President, Venture
Development with Cognizant Corporation where she represented
Cognizant in the Information Partners Capital
Fund, a venture capital fund formed by Dun & Bradstreet and
Bain Capital, with emphasis on the information industry and
leveraged buyouts.Ms. Kontogouris has held executive positions in new
product development and marketing at D&B where she was head
of product development for Dun’s Marketing Services and
Director of Marketing for national accounts and financial
services. She also held sales management positions for AT&T and
IBM.Ms. Kontogouris has also launched her own start-up
company in the telecommunications industry.Ms.
Kontogouris serves on the Board of Directors of Aptegrity Inc.,
Berkeley Enterprise Partners, Inc., C-7 Group, Inc., CentrPort,
Inc., Cognizant Technology Solutions (CTSH), eCredit.com, Inc.,
Event Zero, Questra Corporation, Saleshound.com, Inc., T.R.A.D.E.,
Inc., Vality Technology, Inc. and Viant Corporation (VIAN).Ms. Kontogouris was a former Director of Avesta
Technologies, Inc., Customer Analytics, Inc., eData Resources,
Inc., Internet Profiles Corporation, OneSource Information
Services, Inc., Jostens Learning Corporation and WEFA (Wharton
Econometric Forecasting Associates). Ms. Kontogouris earned a B.A. from
Northeastern University and her M.B.A. from the University of
Chicago.
Martin Kuhn,
Vice President, Sony
Venture Capital
Martin Kuhn has over 13 years
experience across a broad range of digital technologies. He was
responsible for creating the US arm of the Sony Corporate VC group,
covering internet technology investments, which has made 14 investments
over the last year, ranging in size from $1m - $30m in the US and
Europe. At Sony Venture Capital, his investment focus is in wireless, internet
infrastructure, devices, multimedia/embedded/agent software, security,
display and video/content recognition. Aside from being active on
portfolio company boards, he is involved in licensing, co-development
and business development agreements with portfolio companies. Mr
Kuhn's prior experience includes 9 years management consulting with A.T.
Kearney in the US and Asia on various E-commerce projects for IT clients
and Orbis in Europe/Scandinavia, working in telecoms for Ericsson and
British Telecom. Mr. Kuhn has an MBA from the University of
Chicago and an Honors degree in Physics, from the University of
Aberdeen, Scotland.
Erel N. Margalit, Managing
Partner, Jerusalem Venture
Partners
Erel N. Margalit founded Jerusalem Venture
Partners
in 1993 and is
the co-founder of Jerusalem
Pacific Ventures (JPV). He has led and co-led investments in
numerous successful JVP and JPV companies including Chromatis
Networks (acquired by Lucent), Netro Corporation (NTRO), Cogent
Communications, BridgeWave Communications, Scorpio
Communications (acquired by US Robotics), CyOptics, Fundtech (FNDT),
ViryaNet (VRYA), Jacada (JCDA), Precise Software Solutions (PRSE),
Paradigm Geophysical (PGEO), Teleknowledge, First Access,
SANgate Systems, InLight Communications and KereniX. As seed and
first-round investor, Erel played an active role in developing
their strategic relationships and creating competitive sales and
marketing organizations. Prior to founding JVP, Erel was the
director of business development for the city of Jerusalem under
former Mayor Teddy Kollek, helping to bring more than 70
technology firms to the city. In addition, he was instrumental
in creating the technology-incubator project and in attracting
R&D centers of major international high-tech companies,
including IBM, Digital and Intel, to Jerusalem. Education: MA in
Philosophy, Columbia University; MBA, Hebrew University.
Dr. Rob
Mashal,
Partner, Boston Millennia
Partners
Dr. Rob Mashal focuses on Life
Sciences opportunities, primarily drug discovery and development
and enabling technologies for the drug development process,
including genomics, systems biology, and chemical genomics.
Prior to joining Boston Millennia Partners, Rob was a Program
Executive for the MDR program at Vertex Pharmaceuticals (Nasdaq:
VRTX). He was also a member of the Joint Research Committee for
the $800 million Vertex-Novartis kinase collaboration. At
Vertex, Rob gained extensive experience in overseeing drug
discovery and development programs, and implementing strategic
business partnerships. Prior to joining Vertex, Rob was an
associate at McKinsey & Co. where he advised a variety of
clients in the healthcare/life sciences industries. Before that,
he was an attending physician at the Dana-Farber Cancer
Institute where he conducted research on molecular genetics. He
did his internal medicine residency at the University of
California, San Francisco and completed his medical oncology
fellowship at the Dana-Farber Cancer Institute. He holds a B.A.
and M.D. from Johns Hopkins University.
Dennis P. McCrary,
Partner,
Adams
Street Partners
As
Head of the U.S. Partnership Team,
Dennis McCrary is involved in
all aspects of the Partnership Team’s investment activities.
He is responsible for originating, analyzing, investing
in and actively monitoring investments in all subclasses of fund
investments. In
addition, he works with the Partnership Team and the Fund
Management Team to serve the needs of existing and prospective
Adams Street Partners clients.
Mr.
McCrary joined Adams Street Partners in 2002 after 20 years in
various positions at the Bank of America. Most recently, Mr. McCrary was a Managing Partner of the
Chicago-based team that originated, structured and managed
direct equity and mezzanine investments. A majority of these investments were made in conjunction
with independent private equity limited partnerships.
Prior to joining the equity and mezzanine investment
business in 1995, Mr. McCrary was a Managing Director at
Continental Bank (acquired by Bank of America) and led several
businesses involving leveraged finance origination and portfolio
management, loan syndications, and private debt placements. In these positions Mr. McCrary worked extensively with
private equity firms, corporate clients, and a variety of
institutional investors. Mr.
McCrary received the following degrees: Michigan
State University, BA, 1978 , University of Michigan, MBA, 1980.
Adams
Street Partners is a leading private equity investment firm,
providing both partnership and direct investment services to
institutional clients. Adams Street Partners is an independent,
employee-owned entity, resulting from the January 2001 spin-out
of the Private Equity Group of UBS Global Asset
Management/Brinson Partners, Inc. The private equity portfolios
continue to be managed in the same manner and style, and by the
same people, as they have over the past two decades. Adams
Street Partners is headquartered in Chicago with an office in
London. Adams Street Partners is one of the largest managers of
private equity partnership investments in the United States and
has one of the longest histories, with $6.6 billion under
management. Together with its predecessor organizations, Adams
Street Partners has been investing in private equity
partnerships since 1979 and managing direct investments in
private equity since 1972. Adams Street Partners is well known
internationally for its continuous commitment to, and deep
understanding of, the private equity industry.
Kevin P. Mohan, General
Partner, Summit
Partners
Kevin P. Mohan began his career in private equity in 1986 at the
Harvard Management Company and joined Summit
Partners
in
1994 after several years at McKinsey & Company in New
York. Kevin has
led over $125 million of investments for Summit in software,
services, and communications companies, including CallTech
Communications, Intelligroup, Logical Design Solutions,
Martin and Associates, MIND, Paragon, and Triton Systems.
Kevin graduated from Harvard College, Harvard Law
School, and Harvard Business School.
Matthew O'Connell, General Counsel
& CAO, Crest Communications Holdings
Matthew O'Connell
is Crest's General Counsel and Chief Administrative Officer. Prior to joining Crest (www.crestholdings.com),
Matt was Senior Vice President, Legal and Business Affairs for Sony Worldwide
Networks, a division of Sony Corporation specializing in radio syndication.
Prior to that, Matt served as Senior Vice President and General Counsel for
Osborn Communications Corporation, a publicly traded radio and television
operator. Prior to Osborn, Matt was the Assistant General Counsel at Cablevision
Systems Corporation, where he was responsible for acquisitions and corporate
finance. Matt earned his JD degree at the University of Virginia and his
Bachelor of Arts from Trinity College.
Martin D. Sass, Chairman,
M.D. Sass & Co. &
CEO & Co-Chairman, Resurgence
Asset Management
Martin D. Sass is the Founder, Chairman and Chief
Executive Officer of The M.D. Sass Group of Companies (“M.D. Sass”), a leading
independent investment management organization which manages
traditional and alternative investments for substantial
individuals and institutions. He is also CEO and Co-Chairman of Resurgence Asset Management,
which is exclusively involved in distressed securities investing
and manages the M.D.Sass Corporate Resurgence private equity
funds. Before founding M.D. Sass in 1972, Mr. Sass was President
and a principal shareholder of Neuwirth Management and Research
Corp., managing mutual funds, substantial separate portfolios
and hedge funds. He previously founded and directed the Special
Situations Division of Argus Research Corporation, which
provided investment research to the investment community. Mr. Sass is a member of the Chief Executive’s Organization
and a board member of the Metropolitan President’s
Organization, Chairman of The Sass Foundation for Medical Research,Trustee of the Brooklyn College Foundation, and a member
of the Association for Investment Management Research. He holds a B.S. degree in Accounting from Brooklyn
College and completed graduate studies in Finance at
New York University and Baruch College.
Dr. Drew Schiff, Managing
Director, Perseus-Soros
Biopharmaceutical Fund
Dr. Drew
Schiff joined Perseus-Soros in September of
1999 and currently serves as a Managing Director. Over the last
10 years, Dr. Schiff has practiced internal medicine at The New
York Presbyterian Hospital where he maintains his position as a
Clinical Assistant Professor of Medicine. In addition, he has
also been a partner of a small family run investment fund, Kuhn,
Loeb & Co. Dr. Schiff received his MD from Cornell
University Medical College and his MBA from Columbia University.
His bachelor’s degree in neuroscience was awarded with honors
by Brown University. He currently serves on the board of
directors of Adams Laboratories, Barrier Therapeutics,
Bioenvision, and Myogen.
Carl Stjernfeldt,
Battery
Ventures
Carl Stjernfeldt
joined Battery
Ventures
in
1999 and focuses on communications and European based
investments. From 1997 to 1998, he worked for Cambridge
Technology Partners as a client partner and project manager.
Prior to Cambridge, he held a number of operational roles with
Summa Four developing telecommunications solutions for domestic
and international service providers. Carl holds a dual MS degree
in Electrical Engineering from the Royal Institute of Technology
(KTH) in Stockholm and Northeastern University in Boston, and an
MBA from the MIT Sloan School of Management.
Charles
van Horne, Managing Director,
Abbott Capital
Charles
van Horne is responsible for Abbott’s fund development
and client services activities.
Mr. van Horne has over 15 years of involvement with
private equity in the U.S. and overseas.
Abbott is one of the leading independent firms investing
in private equity partnerships and co-investments, with over $5
billion under management. Prior
to joining Abbott in 2001, Mr. van Horne was a Managing Director
of AIG Capital Partners, Inc. (a subsidiary of American
International Group, Inc.), which, together with its affiliates,
manages over $8 billion in private equity.
At AIG, he was responsible for fund development and
client services and served on the investment committees for
several of its direct investment funds and funds of funds.
Prior to joining AIG, Mr. van Horne was Managing Director
of Creditanstalt International Advisors, where he established
and managed its private equity investment activities.
He also was at Bankers Trust in its Merchant Bank, its
M&A Group and other functions in New York and London and at
UBS Securities in New York.
Mr. van Horne received his B.A. in Sociology from the
University of Pennsylvania.
David Wassong, Partner,
Soros Private Equity Partners
David
K. Wassong, a Partner in New York, has been with Soros Private
Equity Partners since July 1998 and focuses on the media,
entertainment and telecommunications industries.
Prior to joining SPEP, Mr. Wassong was with Lauder Gaspar
Ventures from 1997 to 1998, where he participated on teams which
invested in the telecommunications industry.
From 1992 to 1995, Mr. Wassong was in investment banking
with Wertheim Schroder in the Media and Entertainment
group. Mr. Wassong earned his B.S. from the University of
Pennsylvania and received his M.B.A. from the Wharton School of
Business. Soros Private Equity Partners,
an investment affiliate of Soros Fund Management LLC, is
responsible for making direct equity investments on behalf of
Soros Private Equity Investors LP as well as for the
multi-billion dollar Quantum Group of Funds.
Soros Fund Management is the well-known investment
advisory firm founded by George Soros.
Harry Weller, Partner,
New Enterprise Associates
Harry
joined NEA in January 2002 as a partner. He specializes in
information technology companies focusing on enterprise
software, infrastructure and applications. Prior to joining NEA,
Harry was a partner at FBR Technology Venture Partners where he
worked primarily with enterprise software companies. Previously,
Harry was with the Boston Consulting Group and Deloitte &
Touche Management Consulting. At both firms, he managed strategy
and technology initiatives in the financial, manufacturing and
telecommunications industries. In particular, he specialized in
leading teams through the sales, selection and implementation of
large-scale enterprise software projects. Harry received a
Masters in Business Administration from Harvard School of
Business Administration and a Bachelor of Science in Physics
from Duke University. Founded in 1978, NEA
has grown to eleven partnerships managing $5 billion of
capital. We are classic venture capital investors,
concentrating on early stage companies in the areas of
information technology and medical and life sciences. We
typically invest in 20 to 30 new companies each year. Our
first investment can be as little as $200,000 or up to $20
million, and we typically support our companies through multiple
rounds of financing.
Evan
Wildstein, Principal, Kohlberg
& Company
Evan Wildstein is a Principal
of Kohlberg & Company. As a member of the investment team since joining Kohlberg in
1994, Mr. Wildstein evaluates acquisition candidates and
structures investments for the firm’s $576 million investment
fund. Mr. Wildstein
has completed numerous platform and add-on acquisitions across a
range of industries, and he also develops and executes financing
strategies for portfolio companies, including public and private
debt and equity financings.
He is experienced in managing and monitoring existing
portfolio companies and has served on the boards of directors of
public and private companies including Allied Aerospace
Industries, Inc., Holley Performance Products, Inc., Tinnerman
Palnut Engineered Products, LLC, Magnavision Corporations,
Ithaco Space Systems, Bioshelters, Inc., and Media On Demand,
Inc. Mr. Wildstein
received a Bachelor of Business Administration from the
University of Michigan.
Kelly
M. Williams,
Managing Director,Customized
Fund Investment Group, CSFB
Private Equity
Kelly is a Managing Director in Credit Suisse
First Boston’s Customized Fund Investment Group where she is
responsible for developing and managing customized private equity
investment programs for clients. CSFB’s Customized Fund
Investment Group manages more than $8 billion of commitments to
more than 450 private equity and venture capital funds globally
for its clients. The Customized Fund Investment Group specializes
in designing tailored portfolios for investors who are seeking
customized solutions for their private equity investment needs.
Kelly currently serves on the Advisory Board of Providence Equity
Partners, Texas Pacific Group, Thomas H. Lee, The Resolute Fund
and Northcastle Partners. Prior to joining CSFB, Kelly was a
Director in DLJ’s Customized Fund Investment Group. DLJ merged
with Credit Suisse First Boston in 2000. Prior to joining DLJ,
Kelly was an Executive Director with Prudential Financial’s
private equity group where she had responsibility for the
operations of its fund investment group. Kelly was primarily
responsible for product development and legal support for
Prudential’s Private Equity Group from 1996 to 1999, during which
time she developed eight private equity funds globally. Kelly
joined Prudential in 1993 as counsel for a Prudential unit that
specialized in providing private debt and equity for global
infrastructure projects. Prior to joining Prudential, Kelly was
an associate with Milbank, Tweed, Hadley and McCloy, where she
specialized in global project finance.
Kelly graduated magna cum laude from Union College in 1986
with a degree in Political Science and Mathematics and received
her law degree from New York University School of Law in 1989.
The
Customized Fund Investment Group (CFIG) is one of the leading
managers of private equity fund of funds and co-investments,
with over $8 billion of commitments in over 450 private equity
funds and co-investments. Our clients include sophisticated
institutions and high-net worth investors. CSFB's extensive
transaction experience, which includes coverage of many top-tier
private equity sponsor groups, allows us to access and analyze
many leading private equity and venture capital funds. We have
completed investments in venture capital, leveraged buyout,
mezzanine, real estate and distressed debt funds worldwide. CFIG
follows a "solution-based" (in contrast to a "product-based")
business model and believes that building customized portfolios
represents the best approach to private equity investing, both
for new entrants and for investors seeking to expand their
exposure to the private equity asset class. Using this approach,
we provide customized private equity services to (i)
institutional and high-net worth investors who desire
tailor-made solutions for their private equity allocations and
(ii) financial advisors of high-net worth individuals, helping
to meet the particular needs of their clients. While CFIG
customizes separate account portfolios to meet the needs of
individual clients, it believes that all portfolios must remain
diversified across variables such as vintage year, asset, sector
and geographic allocations. Starting with a basic asset
allocation across those variables, CFIG crafts key adjustments
to meet the requirements of individual clients, ensuring an
optimum level of diversification. For clients with existing
exposure to the private equity asset class, CFIG follows a
portfolio completion strategy to build a well-diversified
customized portfolio that complements such exposure.
Don Wood, General Partner, Vanguard
Ventures
Donald F.
Wood is a General Partner investing in telecommunications and
Internet-related products and services at Vanguard.
Don is an experienced and accomplished entrepreneur,
senior executive and management consultant with significant
experience in the telecommunications market. Prior to joining
Vanguard Ventures, Don was the President of Metricom and a
member of its Board of Directors. In this role he was
responsible for evolving Metricom from a wireless equipment
manufacturer to a wireless Internet service known as Ricochet.
Don was with Octel Communications, Inc., worldwide leader in
voice mail systems, where he was responsible for all marketing,
product management and sales engineering for the Customer
Premise Equipment Division. In 1987, he co-founded Wood-Howard
Products, a consumer product publishing company, and licensed
his patent for a folding, laminated publishing format to Simon
and Schuster, Rand McNally, FastMark and others. Today more than
25 million products have been sold under these licenses. He
spent five years at International Power Technology, supplier of
micro-turbine, co-generation power systems, serving as senior
vice president of sales and marketing.
Don was a management consultant with McKinsey and Company
where he worked on operations, marketing, and acquisition
projects for Fortune 500 companies. Don also worked in the
policy-planning department of the U.S. Environmental Protection
Agency in Washington, D.C. He earned his Bachelor of Arts degree
in Economics from Stanford University, and a Master in Business
Administration degree from the Stanford Graduate School of
Business. Don is a member of the Board of Directors for Blaze
Network Products, Cooking.com, Sylantro Systems, zipRealty,
Inc., MEMS Optical, Inc., SkyGo, and Vocera Communications.
W.
Townsend Ziebold, Jr., President,
Wasserstein
Ventures
W. Townsend
Ziebold, Jr. is President of
Wasserstein Ventures. Wasserstein
Ventures
is the venture capital
affiliate of Wasserstein
& Co., LP, a leading international private equity
investment firm with over $1.5 billion in assets under
management. Mr.
Ziebold played a leading role in several of Wasserstein &
Co.'s investments, including Digital River, Loudeye, <kpe>,
Venetec, Firekey, PlanSoft, eMotion (fka Cinebase Software),
Pulse and Salon.com, for many of which he sits on the board of
directors. Mr. Ziebold is
also a director and Non-executive Chairman of Imax Corporation,
a leading large-screen film projection company, and a former
director of Collins & Aikman Corporation, a $2 billion sales
diversified manufacturing company, and Maybelline, Inc., a
leading mass market cosmetics manufacturer. Mr. Ziebold received
his B.A. in Economics from Trinity College and his M.B.A. from
the Stanford School of Business. Mr. Ziebold currently serves as
a member of the Board of Fellows of Trinity College and as
President of the Board of Trustees at West Side Montessori
School in New York City.
Shelley M. Zoler,
Director, TIAA-CREF
Shelley M. Zoler is a Director,
Private Placements in the Securities Division of TIAA-CREF.
Since April 1998 she has been on an eight-person production team
responsible for TIAA’s private equity fund investing. In 2001
the team made $540 million of fund commitments and invested or
committed $85 million in co-investments with TIAA’s equity fund
managers. The team is targeting similar levels of commitments
for 2002, market conditions permitting. TIAA’s total commitments
to private equity funds at year-end 2001 were approximately $2.8
billion. Shelley is responsible for 19 of TIAA’s 65 plus
private equity fund manager relationships, and six
co-investments. She is on the LP Advisory Boards of 10 funds.
Previously, she was on the production team responsible for
lease-backed debt investments for TIAA.
Before joining the Securities
Division in January 1997, Shelley spent 19 years in TIAA's legal
department advising the Securities Division on all types of
private placement and 144A investments, including senior secured
and unsecured notes, subordinated notes, leveraged leases, LBO's,
project financings, securitizations, as well as bankruptcy and
workout situations. At the time of Shelley's career switch she
was a Senior Counsel at TIAA. Prior to joining TIAA-CREF in
1978, Shelley was in the legal department of Home Life Insurance
Company where she similarly advised its investment staff on
private placements. Shelley holds a JD degree from
Northwestern University School of Law and a BA, cum laude from
SUNY at Buffalo. She is admitted to the New York State bar and
is a member of the American Bar Association and the New York
Women's Bar Association. She is a fellow of the American
College of Investment Counsel. Teachers
Insurance and Annuity Association College Retirement Equities
Fund (TIAA-CREF New York, NY) is one of the largest and most
respected financial service providers in the world. For more
than eighty years we've been dedicated to ensuring the financial
well being of an extraordinary group of people -- the faculty
and staff of America's education and research communities. With
$274 billion in assets under management, the TIAA-CREF group of
companies is one of the world’s largest financial services
organizations. We provide an expanded array of financial
products and services, designed to meet the sophisticated needs
of today’s investors in every phase of their lives.
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