Private Equity Fast Pitch podcast

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All About Change

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Eli Beer & United Hatzalah: Saving Lives in 90 seconds or Less 30:20

for 10 dager siden30:20

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Lister

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Likt

30:20

Eli Beer is a pioneer, social entrepreneur, President and Founder of United Hatzalah of Israel. In thirty years, the organization has grown to more than 6,500 volunteers who unite together to provide immediate, life-saving care to anyone in need - regardless of race or religion. This community EMS force network treats over 730,000 incidents per year, in Israel, as they wait for ambulances and medical attention. Eli’s vision is to bring this life-saving model across the world. In 2015, Beer expanded internationally with the establishment of branches in South America and other countries, including “United Rescue” in Jersey City, USA, where the response time was reduced to just two minutes and thirty-five seconds. Episode Chapters (0:00) intro (1:04) Hatzalah’s reputation for speed (4:48) Hatzalah’s volunteer EMTs and ambucycles (5:50) Entrepreneurism at Hatzalah (8:09) Chutzpah (14:15) Hatzalah’s recruitment (18:31) Volunteers from all walks of life (22:51) Having COVID changed Eli’s perspective (26:00) operating around the world amid antisemitism (28:06) goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at www.jayruderman.com .…

Private Equity Fast Pitch

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Consistent with all programs delivered by Northstar, “Private Equity Fast Pitch” podcasts are meaningful, insightful and provide actionable information from leaders in the Private Equity community that will help you connect with the speaker in an efficient way. Each Tuesday, Jeff Henningsen from Lockton will spend time talking with his friends in the private equity community while they share insight into their world. Similar to an introductory meeting, Private Equity and Investment Banking guests will talk about their firms, recent activities, target industries, desired acquisition profile or companies they are prepping for sale, advice to aspiring professionals and their “closing pitch”. If you would like to be considered for a Private Equity Fast Pitch interview please email jhenningsen@lockton.com

173 episoder

#Trading #Business #Private Equity #Northstar

Private Equity Fast Pitch

updated for 13 dager siden

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173 episoder

#Trading #Business #Private Equity #Northstar

Alle episoder

Private Equity Fast Pitch

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Wharton Graduates - Advice to Young Professionals 28:24

for 13 dager siden28:24

28:24

As graduation season kicks off, many students and young professionals are stepping into an exciting new chapter — one filled with opportunity, growth, and a few unknowns. To mark this milestone, we’ve curated a special montage episode featuring timeless advice from nine distinguished Wharton alumni. These leaders have successfully navigated the path from campus to boardroom, and they’re sharing candid insights on mindset, momentum, and making your mark in Private Equity and Investment Banking. In this episode, you’ll hear from: Dave Tayeh – Investcorp Marc Leder – Sun Capital Partners Neha Markle – Morgan Stanley Bob Frost – Lazard Jeff Collins – Cloverlay Jeff Aiello – Agellus Michael Butler – Cascadia Capital Jack Purcell – Ridgemont Equity Partners Barry Freeman – Lincoln International Whether you’re just graduating or mentoring the next generation of finance leaders, this episode delivers practical, powerful advice that’s well worth the listen.…

Private Equity Fast Pitch

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Branch Out Podcast with Jeff Henningsen 39:50

for 27 dager siden39:50

39:50

We’re excited to share a special episode of the Branch Out Podcast featuring Jeff Henningsen! Jeff has always been curious, creative, and committed to his goals—traits that have fueled his success across a variety of industries. Jeff’s entrepreneurial journey began early, mowing lawns as a student to earn extra cash. That side hustle eventually grew into a full-fledged business, which he sold at just 22 years old. From there, he moved into the world of private equity and ultimately became the President of Lockton Companies in Texas, a role he’s held for the past 26 years. In addition to his leadership role, Jeff is also the host of the Private Equity Fast Pitch podcast. In this conversation, originally recorded on Branch Out , Jeff shares the mindset shifts and habits that have helped him thrive—both professionally and personally. Key Points From This Episode: The key factor that separates “idea men” from successful entrepreneurs. Why Jeff is so passionate about the value of coaching. What inspired Jeff to launch his podcast—and the surprising outcomes it’s led to. The importance of committing to your goals. Why Jeff thinks of himself as a (figurative) orchestra conductor. How being an introvert can actually be a strength. Why doing beats dreaming every time. Whether you're launching a new venture or looking to lead with more purpose, Jeff’s story is full of insights and inspiration.…

Private Equity Fast Pitch

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Lucy Heintz - Actis 28:01

for 6 weeks siden28:01

28:01

The description of Actis' process in evaluating investments reflects the opinions of Actis and of the typical investment process (or intended investment process) as of March 2025, but this investment process can vary for particular investments and is subject to change at Actis' discretion and without prior notice. References to 'mitigating risk' does not guarantee against risk and does not protect against losses. General discussions contained in this document regarding the Indian or South East Asian market or market conditions represent the view of either the source cited or Actis. Such information is not research and should not be treated as research. Moreover, there is no assurance historical trends will continue. The information referenced herein is as of March 2025, unless otherwise indicated, is subject to change.…

Private Equity Fast Pitch

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Quotes & Motto's from Female Private Equity Professionals 33:03

for 8 weeks siden33:03

33:03

Powerhouse Women in Private Equity & Investment Banking Our Female Quotes & Montage spotlights an extraordinary lineup of women who are shaping the future of private equity and investment banking. From driving strategic investments to leading top firms, these industry trailblazers embody leadership, innovation, and impact. Featuring insights from Sunaina Sinha of Raymond James, Neha Markle of Morgan Stanley, Deborah Smith of The CenterCap Group, Blythe Jack of TSG Consumer, Franny Jones of The Sterling Group, Meahgan O’Grady of Palladium Equity Partners, Shannon Zoller of Tephra Advisors, Julia Karol of Watermill Group, Gretchen Perkins of Avance Investment Management, Gina Luna of GP Capital Partners, Caroline Stevens of MPK Equity Partners, Devon Kirk of Portage Capital Solutions, Tammie Miller of TKO Miller, Chrisanne Corbett of KPMG, Lauren Mulholland of Middle Ground, and Suzanne Yoon of Kinzie Capital Partners. Their voices inspire the next generation and reinforce the power of women in finance.…

Private Equity Fast Pitch

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Andrew Weinberg - Brightstar Capital Partners 31:10

for 10 weeks siden31:10

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Andrew Weinberg is Founder and CEO of Brightstar Capital Partners. Andrew serves as Chair of Brightstar’s Investment Committee. Prior to founding Brightstar, Andrew was a Partner at Lindsay Goldberg, a New York-based private equity firm. Andrew served on the Boards of 13 portfolio companies during his tenure at Lindsay Goldberg. In addition, from 2008-2011 Andrew served as Chief Operating Officer and Chief Strategy Officer of Likewize. Prior to joining Lindsay Goldberg, Andrew worked at Goldman Sachs in their Principal Investment Area (PIA). Andrew started his career at Morgan Stanley in mergers and acquisitions and leveraged finance. Andrew received his MBA from Stanford GSB and an AB from Dartmouth College with a double major in History and Economics. Andrew serves as a trustee of the PGA of America REACH Foundation. Andrew is a member of the Young Presidents Organization (YPO). He is a former member of the World Economic Forum who served on the Global Future Council on Investing and the Stewardship Board of the Forum’s Platform on Shaping the Future of Investing. Andrew has appeared on multiple panels at Milken Institute and FII conferences.…

Private Equity Fast Pitch

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Marshall Adkins - Raymond James 42:04

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Marshall Adkins joined Raymond James in 1995 and serves as the head of the firm’s Energy Investment Banking practice. Prior to this role, Mr. Adkins served as the director of Energy Research and focused on oilfield services and products. Prior to Raymond James, he spent 10 years in the oilfield services industry as a project manager, corporate financial analyst, sales manager, and engineer. He holds a B.S. degree in petroleum engineering and an MBA from the University of Texas at Austin.…

Private Equity Fast Pitch

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Jeff Aiello - Agellus Capital 30:31

for 14 weeks siden30:31

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Jeff co-founded Agellus Capital in 2024 after spending 13 years in the private equity industry. Prior to Agellus, Jeff was a Managing Director at Thompson Street Capital Partners. Prior to Thompson Street, Jeff was a Senior Associate at Audax Private Equity. Prior to Audax, Jeff served as a Captain in the U.S. Air Force. Jeff holds a BS in Aeronautical Engineering from the U.S. Air Force Academy, an MS in Mechanical Engineering from the University of Dayton, and an MBA from Wharton. He lives in St. Louis with his wife, son, and daughter.…

Private Equity Fast Pitch

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Erik Brooks - Ethos Capital 39:43

for 16 weeks siden39:43

39:43

Erik has spent his entire career in the investment industry and prior to founding Ethos was a Managing Partner leading Abry Partners. During his 20-year tenure at Abry he originated, supervised, and sold companies in information services, digital infrastructure, enterprise systems, healthcare IT, financial services and media, representing an aggregate enterprise value of approximately $11 billion. Additionally, as a Managing Partner at Abry Partners, he served on investment committees, and oversaw recruiting of all investment professionals, research, and information technology. He also managed relationships with limited partners, headed its Heritage Fund and was a key partner in raising $17 billion across 15 funds. Prior to joining Abry Partners, Erik was an investment professional at New Century Holdings, the Baupost Group, and Apax Partners. In addition to Erik’s professional activities he serves on the Board of Advisors of the International Council of the Belfer Center for Science and International Affairs at Harvard University, and the Advisory Board of Think:Kids at Massachusetts General Hospital. As an active alumni advisor for Harvard Business School and Brown University, he spends time with students helping them think about life after academia and how their contributions can make a difference in the world. Previously he served on the boards of the Citi Performing Arts Center in Boston and the Shorenstein Center on Media, Politics and Public Policy at Harvard University, and the President’s Advisory Council on Internships at Brown University.…

Private Equity Fast Pitch

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Quotes and Mottos Montage from Private Equity and Investment Banking Professionals 38:18

for 18 weeks siden38:18

38:18

We are excited to present a montage of quotes and mottos from prior guests that have inspired them throughout the years in both their careers and personal lives. As we begin a new year, we hope this special episode sets the stage and provides you with a new mindset for conquering the challenges & opportunities that lie ahead.…

Private Equity Fast Pitch

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Bogdan Gogulan - NewSpace Capital 31:07

for 20 weeks siden31:07

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Bogdan Gogulan has 20 years of experience in finance, product and business development. Before initiating NewSpace Capital, he had accumulated a unique combination of cross-border experience in communication, security and defense industries. He served as VP of international operations and business development for AT Communication (Switzerland), Defendec (Baltics) and Katmerciler (Turkey), managing breakthrough projects for security and defense agencies in the Middle East and Central Asia. For years, he managed alignment and cooperation with UN agencies (BOMCA/UNDP, BOMNAF, UNODC, UNHCR, IOM) and security organizations (NATO, OSCE, ISAF). Prior to that, Bogdan worked for American Express (USA, UK) and Deutsche Bank (UK). As global sales development Program Manager and Head of Industry Analytics at American Express he was responsible for global partnerships development with top tier clients. Since 2010, Bogdan has been actively involved with UN Alliance of Civilization’s (UNAOC) participating as an OYW Ambassador in the UN Sustainable Development Goals’ initiative. Bogdan holds a BSc in Financial Economics from University of Essex and graduated from Abingdon & Whitney College. He is a co-founder and CEO of NewSpace Capital GP S.A.…

Private Equity Fast Pitch

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Patrick Maciariello, Compass Diversified 27:27

for 22 weeks siden27:27

27:27

Pat Maciariello is Chief Operating Officer of Compass Group and a member of Compass Diversified’s Investment Committee, which is responsible for evaluating all of the organization’s investment opportunities. In this role, he manages Compass’s investment teams and is responsible for financial and strategic oversight of its subsidiaries. Pat is currently a director and the Chairman of BOA and Lugano Diamonds. He is also a director of 5.11, Inc., ErgoBaby, Altor Solutions, and the Sterno Group. Pat joined Compass Diversified in 2005. Before that, he was with Bain & Company and Deutsche Banc Alex Brown. Pat is a graduate of the University of Notre Dame and Columbia Business School. He lives in San Juan Capistrano, CA with his wife, his two daughters, and their dog and cat, Rocky and Adrian. In his free time. he loves horse racing, fantasy football, hiking and doing escape rooms with his family. When he was younger (and fitter) he was an avid runner and completed eight marathons.…

Private Equity Fast Pitch

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Jeff Jenkins - Bernhard Capital Partners 24:11

for 24 weeks siden24:11

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Jeff Jenkins is a Founder and Partner of BCP. He serves as a member of the Investment Committee, serves on the Portfolio Committee and is involved in all areas of the firm’s investment activities. Prior to founding BCP, Jeff spent ten years working for The Shaw Group where he served many vital positions. During his tenure at Shaw, Jeff served as Chief Operating Officer of Shaw Environmental and Infrastructure, where he was responsible for operations and business development. Prior to this role, he served as President of the Commercial, State, and Local group within the Environmental and Infrastructure division. Before moving into his operating roles, Jeff served as Vice President of the Office of the Chairman where he led overall corporate development and placed a special emphasis on mergers and acquisitions, joint ventures and business development efforts. Prior to joining Shaw, Jeff was a Corporate and Securities Attorney at Vinson & Elkins LLP where his practice focused primarily on mergers and acquisitions, private equity and venture capital, and public securities work in a broad range of industries. Jeff received his B.A. from Louisiana State University and his J.D. from Louisiana State University after attending law school at the University of Texas.…

Private Equity Fast Pitch

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Mark Strauch - Alpine Investors 38:25

for 26 weeks siden38:25

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Mark is a founding partner and President of Alpine. Mark also co-founded ASG, the firm’s vertical SaaS platform. He has been involved as board member in over 25 past and present Alpine investments. Prior to Alpine, Mark has served in several CEO roles for venture and PE-backed businesses and has over 30 years of experience as an investor and operator. Mark received his MBA from the Kellogg School of Management at Northwestern University and his Bachelors of Science in Industrial Engineering from Lehigh University, where he graduated with honors and served as a four-year letter winner and captain of the baseball team.…

Private Equity Fast Pitch

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Paul W. Swaney III - Swaney Group Capital 37:01

for 28 weeks siden37:01

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Paul W. Swaney III is the founder of Swaney Group Capital, a private equity firm focused on revitalizing and scaling industrial companies in the lower middle market. He applies a hands-on approach to value creation, emphasizing efficiency, process optimization, and growth initiatives. His career began with service in the US Navy, followed by key operations roles at ConocoPhillips, Amazon, and Total Oil, where he refined his expertise in performance improvement. He transitioned to management consulting at McKinsey and then spent seven years as an operating partner at Partners Group, contributing to operational transformations and serving on the investment committee. In 2022, he founded Swaney Group Capital, leveraging his extensive experience to build and grow industrial businesses.…

Private Equity Fast Pitch

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Jack Purcell - Ridgemont Equity Partners 32:02

for 30 weeks siden32:02

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Jack Purcell, Managing Partner – Jack is a Managing Partner and member of the Management and Investment Committees at Ridgemont Equity Partners. He is primarily responsible for general management of the firm and additionally focuses on the group’s investment activity in the Business & Tech-enabled Services and Industrial Growth sectors, serving on the boards of a number of Ridgemont’s portfolio companies. Jack joined Banc of America Capital Investors, the in-house private equity arm of Bank of America and predecessor partnership to Ridgemont, in 2002 and led investments across a variety of industry sectors including industrials, business services, and healthcare. He worked in various other roles throughout his BACI tenure. Jack earned his M.B.A. from The Wharton School at the University of Pennsylvania with a concentration in Finance and a B.A. in Economics from Davidson College.…

Private Equity Fast Pitch

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Steve Gord - Hidden River Strategic Capital 43:20

for 32 weeks siden43:20

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Steve Gord, Partner, Hidden River Strategic Capital Steve Gord has over 25 years of experience in the small company investment business. He is one of the co-founders of Hidden River Strategic Capital, a Radnor, PA-based SBIC fund that invests structured junior capital into owner-operator run small businesses. From 2008-2020, Steve was a co-founder and general partner in the first two funds at SBIC Boathouse Capital. Earlier in his career, Steve spent five years at BDC American Capital Strategies investing in junior capital transactions, in the consumer investment banking group at Robertson Stephens, in the M&A and private equity practices at Compass Partners and in the investment banking group at Furman Selz. Steve obtained a BA in economics from Dartmouth and an MBA from Tuck.…

Private Equity Fast Pitch

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Steve Young - HGGC 48:35

for 34 weeks siden48:35

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Steve Young a Partner, the Chairman and Co-founder of HGGC Steve is a Partner, the Chairman and Co-founder of HGGC. Steve is a member of HGGC’s Management Committee, Investment Committee and Valuation Committee. He serves as Chairman of the Board of three HGGC portfolio companies: IDERA, Integrity and AutoAlert. Prior to their sales, he also served as a member of the Board of Directors for the firm’s exited investments in hybris Software, Dealer-FX, Serena Software and Sunquest Information Systems. Prior to the inception of HGGC, Steve's professional football career spanned more than fifteen years in the NFL, primarily with the San Francisco 49ers, where he received numerous accolades, including Most Valuable Player of Super Bowl XXIX, Sports Illustrated and Sporting News' Player of the Year from 1992 - 1994 and the NFL's Most Valuable Player for 1992 and 1994. In 2005, Steve was inducted into the Pro Football Hall of Fame, the first left-handed quarterback to be so honored. When he retired, Steve was the highest-rated quarterback in NFL history and has the distinction of being the only signal caller in league annals to win four consecutive NFL passing titles. Steve founded and chairs the Forever Young Foundation which is actively involved in children's charities worldwide and is currently the broadcast host as well as the former International Spokesperson for the Children's Miracle Network, which has raised over one billion dollars world-wide to benefit children's hospitals.…

Private Equity Fast Pitch

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Sunaina Sinha - Raymond James 33:57

for 36 weeks siden33:57

33:57

Sunaina Sinha Haldea is the Global Head of the Private Capital Advisory group. Prior to joining Raymond James, she was the founder and Managing Partner of Cebile Capital, a placement agent and secondaries advisor, which was acquired by Raymond James, a Fortune 500 and NYSE-listed company, in May 2021. Under her leadership, Cebile Capital quickly became one of the leading advisors to private funds sponsors globally. In her tenure, Sunaina has executed fundraises for leading private equity funds and completed over a hundred secondaries transactions for GPs and LPs alike, including multifarious complex liquidity solutions. Ms. Sinha Haldea was named one of the 50 Most Influential People in Private Equity by Dow Jones Private Equity News for consecutive years in 2022 and 2023. Ms. Sinha Haldea is also a prolific angel investor and Non-Executive Director. She served as Chairman of the Board of Mindful Chef (now Nestle), and Chairman of the Board of Barrecore (now United Fitness Brands). She currently serves on the Boards of SFC Energy AG, listed on the Stoxx, and Grana LLC. Ms. Sinha Haldea has also been a Guest Lecturer at Stanford University serves on the boards of the Stanford Institution for Economic Policy Research and the Stanford LEAD Council. She has written and published case studies for the Stanford Technology Ventures Program in the Stanford School of Engineering. Ms. Sinha Haldea is a regular contributor on the financial markets and private equity on CNBC, Bloomberg, BBC and is often quoted in the media on market insights and private capital advisory. She has won numerous awards and accolades for entrepreneurship and leadership. Sunaina is passionate about diversity and inclusion in the workplace. She often credits meditation as the key to her success and has shared her personal and professional journey on podcasts. Ms. Sinha Haldea obtained a BS in Management Science and Engineering and an MS in Chemical Engineering, both from Stanford University where she was also a Mayfield Fellow. She has an MBA from Harvard Business School. In her spare time, Ms. Sinha Haldea is a keen wine enthusiast, having qualified as a Certified Sommelier from the Court of Masters Sommeliers.…

Private Equity Fast Pitch

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Jeff Henningsen on Middle Market Musings 48:39

for 38 weeks siden48:39

48:39

In this special episode of Northstar’s Private Equity Fast Pitch, we shine the spotlight on our usual host, Jeff Henningsen, as he steps out from behind the microphone to become the guest of honor. Join Greg and Charlie as they delve into the fascinating life and career of Jeff, President and CEO of Lockton Companies – Texas Series. From his early days as a starting quarterback at the University of Missouri—where he once tackled the legendary Brian Bosworth—to his rise as a dynamic entrepreneur and influential leader in insurance and M&A, Jeff’s journey is a testament to his versatility and drive. Known for his engaging storytelling and leadership prowess, Jeff maintains his composure through a lively discussion, even as they touch on the legendary “lost” first taping attempt of this episode. This conversation offers a rare glimpse into Jeff’s life, exploring his beginnings in Maryville, Missouri, his philosophy on kindness, and the origins of Northstar. Discover how Jeff transitioned from mowing lawns and selling a lawn care business to becoming a prominent figure in private equity and M&A. Tune in for an engaging and insightful chat that reveals the mindset behind Jeff’s success and the principles that guide him.…

Private Equity Fast Pitch

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Greg Belinfanti - One Equity Partners 31:23

for 40 weeks siden31:23

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During his tenure at OEP, Mr. Belinfanti has worked on a number of investments in the healthcare and business services industries and has led many of OEP’s healthcare transactions. Mr. Belinfanti is a member of the Board of Directors of AdaptHealth, Alorica, Ernest Health, Infucare RX, Montgomery Transport, and Prime Time Healthcare and has previously been a member of the Board of Directors of Apollo Health Street, ArthroCare, Celltrion Healthcare, EGS, OneLink, PS Logistics, Prodigy, Simplura Health Group, ResultsCX and Systagenix. Mr. Belinfanti is a member of the Board of Directors of the Local Initiatives Support Corporation (LISC) and is a Board Member of the New York City Housing Authority (NYCHA). Prior to joining OEP, Mr. Belinfanti served as a Vice President in the Investment Banking division of Lehman Brothers, specializing in Global Healthcare. Mr. Belinfanti received his B.A. in Politics from New York University and his J.D. from Harvard Law School.…

Private Equity Fast Pitch

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Adam Feinstein - Vesey Street Capital Partners 34:21

for 42 weeks siden34:21

34:21

Adam Feinstein is the Managing Partner of Vesey Street Capital Partners. Mr. Feinstein has 30 years of investment experience exclusively in the healthcare services sector. Prior to founding Vesey Street Capital Partners in 2014, he was a Managing Director on Wall Street and a healthcare industry executive. He held the position of Senior Vice President of Corporate Development, Strategic Investments, and Office of the Chief Executive Officer at LabCorp. Before his tenure at LabCorp, he spent 14 years as the Managing Director in Equity Research at Lehman Brothers/Barclays Capital. Mr. Feinstein is the Chairman of VSCP’s investment committee. He is also actively involved in working with portfolio company executives and sourcing new investment opportunities. At the same time, he oversees all of the firm’s investment activities and employees. Mr. Feinstein’s footprint in the industry is notable, as he is currently the Lead Director of AirSculpt Technologies (NASDAQ: AIRS), ScribeAmerica, Safecor Health, GastroMD, Inceptua, and PathGroup. Previously, Adam served on the board of QualityMetric, Imedex, and Surgery Partners (NASDAQ: SGRY). From his extensive experience at Lehman Brothers and LabCorp, Mr. Feinstein has cultivated invaluable relationships within the industry. He achieved the top ranking in the Institutional Investor All-America Research Survey for the Health Care Facilities category for 8 consecutive years. Adam is a CFA charter holder with a B.S. in Business from the Smith School at the University of Maryland. Additionally, he was a member of the Inaugural Class of Nashville’s Healthcare Council Fellows program.…

Private Equity Fast Pitch

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Brad Armstrong - Lovell Minnick Partners (LMP) 29:57

for 46 weeks siden29:57

29:57

Brad is a Partner of LMP and a member of its Investment Committee. He joined the firm in 2009. Prior to LMP, Brad was part of the Financial Institutions Group at Bank of America Merrill Lynch, where he focused on M&A and capital raising transactions for the firm’s investment banking clients. Previously, Brad was an Assistant Vice President in Bank of America’s Finance Group. Brad began his career in a strategic advisory group within Wachovia Corporation. Brad is currently a member of the Boards of Directors of ACU-Serve, Omni Healthcare Financial, Pathstone, S&S Health, SRS Acquiom and STP Investment Services, and previously served on the boards of Commercial Credit Inc., First Allied Holdings Inc. and LSQ Funding. Brad received an M.B.A. with a concentration in Finance and Accounting from the Kellogg School of Management at Northwestern University and a Bachelor of Science in Business Administration from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill.…

Private Equity Fast Pitch

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Devon Kirk - Portage Capital Solutions 31:53

for 48 weeks siden31:53

31:53

Devon Kirk is Co-Head & Partner, Portage Capital Solutions at Portage and joined the firm in 2022. Devon is responsible for co-leading growth equity, structured equity and special situations investments in financial technology and financial services companies globally, as well as driving the fund’s overall strategy. She is based in Toronto, Canada. Prior to Portage, Devon spent over ten years at CPP Investments, a C$539 billion fund as of March 31, 2022. She was most recently Managing Director & Head of Capital Solutions, overseeing financials, special situations and esoteric investments, and a member of the Global Leadership Team. Previously, Devon was a Managing Director in the Direct Private Equity team, where she focused on the financials and TMT sectors. While at CPP Investments, Devon was on the Board of Wilton Re, a Board Observer for Altice USA and served on various firm investment committees. Prior to joining CPP Investments, Devon was in Corporate / M&A at Linklaters LLP, a London-based multinational law firm, and started her career in M&A at BMO Harris Nesbitt in Chicago. Devon received a Bachelor of Commerce degree, with Great Distinction, from McGill University and a Juris Doctorate from Harvard Law School. She is also a CFA Charterholder and Chair of the Bishop Strachan School.…

Private Equity Fast Pitch

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Advice to Young Professionals and College Students 1:15:29

for 50 weeks siden1:15:29

1:15:29

Today's special episode isn't just about giving advice. It offers valuable insights into life's journey, including the highs and lows, shared by top professionals in private equity and investment banking. We've put together a video showcasing college photos of our speakers, linking their past experiences to the present. Join us as we explore their paths and discover what it takes to fulfill your dreams. Featured guests: Chris Sznewajs, Pacific Avenue Capital (4:57) Marc J. Leder, Sun Capital Partners (9:52) Neha Markle, Morgan Stanley (14:31) Michael Bego, Kline Hill Partners (17:54) Christiaan van der Kam, Schroders Capital (24:47) Mark Sotir, Equity Group Investments (26:27) Jeff Collins, Cloverlay (29:10) Chris Burbach, Fundamental Income (33:08) Rami Cassis, Parabellum Investments (34:40) Christopher Merrill, Harrison Street (36:50) Ross Jones, Berkshire Partners (39:58) Jeffrey Stevenson, VSS Capital Partners (44:34) Pardis Nasseri, Palm Tree LLC (46:40) Michael Butler, Cascadia Capital (49:12) Drew Maloney, American Investment Council (50:45) Ben Fraser, Aspen Funds (52:21) Anthony Maniscalco, Investcorp (54:43) John Garcia - Solyco Capital (59:33) John Block - Unity Partners (1:00:44) Jesse Serventi - Renovus Capital (1:01:47) Nate Wasson - Halbar Partners (1:03:20) Scott Reed, HighVista Strategies (1:06:19) Gregory Bondick - Windjammer Capital (1:07:28) Jeffrey Miehe - Windjammer Capital (1:11:16)…

Private Equity Fast Pitch

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Jeff Miehe - Windjammer Capital 28:21

for 52 weeks siden28:21

28:21

Jeff is a Managing Principal at Windjammer Capital, where he co-leads the firm’s Management and Investment Committees. Together with the other Managing Principals, Jeff is responsible for the overall strategic direction of the firm and management of the investment staff, diligence/operating protocols, the partnerships, and administrative functions. Jeff received his BS in Industrial Engineering from Stanford University. Jeff joined Windjammer in 2007 and has significant experience in private equity investing and mergers & acquisitions with over 30 years of experience in working solely with niche-oriented, middle-market companies. Prior to Windjammer, Jeff was a principal at an industrial-oriented private equity, where he was also a member of the firm's investment committee and was a principal at a Los Angeles-based M&A boutique firm where he provided strategic and M&A advice to middle-market entrepreneurial companies. He currently serves on the boards of AXH, Paragon Energy Solutions, IPS Group, Compex Legal Services, Vital Records Control, Mission Critical Electronics and Flinn Scientific; previously, he served on the boards of JWC Environmental, Infinite RF Holdings, and BBB Industries on behalf of Windjammer.…

Private Equity Fast Pitch

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Gregory Bondick - Windjammer Capital 30:21

for 1 year siden30:21

30:21

Greg is a Managing Principal at Windjammer Capital, where he co-leads the firm’s Management and Investment Committees. Greg has over 30 years investment experience including 24 years of private equity investing since joining Windjammer in 2000 to help establish the firm’s East Coast presence. In conjunction with Windjammer’s other Managing Principal, he is responsible for the overall strategic direction of the firm and management of the investment staff, diligence/operating protocols, the partnerships, and administrative functions. He currently serves on the boards of BioXCell, Radix Wire & Cable, Fecon, Hilco Vision, TRG, Component Hardware Group and Propel Health; he previously served on the boards of Hermetics Solutions Group, Parts Town, Heritage Food Service Group, Advanced Instruments, Protective Industries (“Caplugs”), S.T. Specialty Foods, Rotex Holdings and Maxcess International. Prior to joining Windjammer, Greg was with Prudential Capital's Corporate Finance Group in Dallas, Texas, where he was responsible for originating, structuring and managing private debt and equity investments in companies located in the Southwest United States. At Prudential, Greg was involved in transactions aggregating approximately $2 billion spanning a variety of industries. Greg received his BBA from The University of Texas at Austin and has earned the Chartered Financial Analyst designation.…

Private Equity Fast Pitch

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Scott Reed - HighVista Strategies 30:21

for 1 year siden30:21

30:21

Scott is a Partner at HighVista Strategies where he co-leads the firm’s Private Equity strategy and is a member of the Private Equity Investment Committee. He joined HighVista in 2023 as part of its acquisition the former FLAG Capital Management business from abrdn. Prior to joining FLAG in 2007, Scott was a Principal at Portico Capital LLC, and a Senior Associate at J.H. Whitney & Co. Previously, he worked at Goldman, Sachs & Co. and Morgan Stanley Dean Witter & Co. Scott received a BA from Colby College and an MBA from the Amos Tuck School at Dartmouth College.…

Private Equity Fast Pitch

1
Nate Wasson - HalBar Partners 27:59

for 1 year siden27:59

27:59

Nate Wasson is Co-Founder and Chief Investment Officer of HalBar Partners. Based in Chicago, Nate leads strategic fund initiatives related to the research and development of HalBar Partners’ investment theses. He is responsible for investment management, impact strategy, and leadership of the firm. He also serves as a Co-founder and principal member of Alvearia* and Founding member of the Angel/VC group Keiretsu Forum Chicago. Nate’s prior experience includes consulting with JPMorgan, Principal and Managing Director for Bank of Montreal’s US Private Bank, developer of Capital Group’s Midwest family office practice, and Senior Managing Director with Silicon Valley Bank. During his tenure developing investment platforms, strategies and office practice, he served as a subject matter expert in private equity, secondaries, impact investment potential and portfolio construction. Nate holds an undergraduate degree from Valparaiso University and an MBA from the Yale School of Management with a concentration in asset management, where he studied under Nobel Laureate Robert Schiller, David Swensen, and AJ Wasserman.…

Private Equity Fast Pitch

1
Jesse Serventi - Renovus Capital 28:25

for 1 year siden28:25

28:25

Jesse Serventi is a founding partner of Renovus Capital Partners. Founded in 2010, Renovus is a lower middle-market private equity firm specializing in the Knowledge and Talent industries. From its base in the Philadelphia area, Renovus manages over $1.5 billion of assets across its several sector focused funds. Mr. Serventi is actively involved in all areas of the firm, including strategy, investing, value creation, talent development, and limited partner relationships. Prior to co-founding Renovus, Mr. Serventi was an investment professional at Leeds Equity Partners and Citigroup Private Equity. Mr. Serventi graduated summa cum laude from Bucknell University with a B.A. in economics.…

Private Equity Fast Pitch

1
John Block - Unity Partners 27:53

for 1 year siden27:53

27:53

John Block is the Co-Founder and CEO Unity Partners, a Dallas-based private equity firm that partners investors and operators to build better together.

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