Anu Aiyengar is the Global Co-Head of Mergers & Acquisitions at J.P. Morgan and is a member of the Global Banking Management team. Since 1999, Anu has advised both domestic and international clients on close to a trillion dollars worth of transactions including mergers, acquisitions, divestitures/separations, leveraged buyouts, proxy contests, unsolicited transactions and special committee assignments. As the Co-Chair of the Investment Bank's women network (WOTM-CIBN), Anu is involved with several initiatives across J.P. Morgan and Wall Street to recruit, mentor and develop women. Anu is also on the Board of Trustees of Smith College and is involved with Youth Inc., Dress For Success and Rock the Street Wall Street. Anu was named to the Barron’s 100 Most Influential Women in Finance List. She was the recipient of the “Impact and Innovation Award” by Dress for Success and the “Rising Star Award” by Women’s Bond Club. Anu is a panelist and speaker at several events including Wall Street Women’s Forum, Women Corporate Directors, Women’s Private Equity Summit, The Asian Women in Business, and the South Asian Bar Association Leadership Awards. She is also a guest lecturer at Harvard Business School and Chicago Booth; as well as a speaker at several women’s businesses conferences across financial organizations, law firms and business schools. Ms. Aiyengar is frequently quoted in the financial press and media and most recently appeared on TheStreet’s new series “Alpha Rising” and as “Deal Doyenne of Wall Street” in The Brunswick Review. Ms. Aiyengar lives in New York City with her husband. She holds a BA in economics from Smith College and an MBA from Vanderbilt University.

John Amato is a serial entrepreneur, media executive and principal owner of Modern Luxury Media. He also serves as Chairman of Modern Luxury’s Executive Committee. Prior to Modern Luxury, Amato was the Chief Executive Officer of the Billboard/Hollywood Reporter Media Group, Chairman and Chief Executive Officer of Backstage, LLC and co-founder and president of Show Media. Amato grew up in Los Angeles, California, where he attended Loyola Marymount University and studied Economics. Amato is actively involved in cancer research and aiding underprivileged youth as the Vice Chairman of the TJ Martell Foundation and as a board member of Youth Inc. He currently resides in New York with his wife, Katie and their three children

Noel currently holds the positions of Chairperson of the Department of Administration, Leadership and Technology and Clinical Professor of Educational Leadership and Policy Studies at NYU Steinhardt. Prior to NYU, Noel was Chief Program Officer for Year Up, Inc., a national workforce and education organization. Before leading at Year Up, Noel was a tenured Associate Professor and interim Chairperson in the Department of Political Science at Brooklyn College of the City University of New York. His academic research focuses on career and post-secondary pathways for low income youth and race and equity in education. Much of his research integrates the capabilities approach (a theory developed by Amartya Sen, Nobel Prize winner in welfare economics) to education and equity, one of only a handful of U.S. scholars applying this complex methodology to education. Noel has taught and lectured around the world and has authored and edited numerous scholarly articles and books. His most recent co-authored book is Working to Learn: Disrupting the Divide between College and Career Pathways for Young People (Palgrave-Macmillan, 2020). Noel has earned over a dozen awards and fellowships, including the Presidio Institute Cross-Sector Leadership Fellowship and the Whitney M. Young, Jr. Education Leadership Award by the National Urban League. In Fall 2020, Noel served on then Presidential candidate Joseph R. Biden’s Education Policy Committee, lending his expertise to inform the campaign’s national platform on career readiness. Noel received his B.A. cum laude from Brooklyn College, M.S.Ed. from the University of Pennsylvania and his Ph.D. from New York University.

James is a Senior Managing Director at CVC Capital Partners which he joined in 2014. CVC is a leading global private equity fund, managing over $80 billion in capital, with 24 offices around the globe. He is based in New York where he leads CVC’s Industrials and Services teams, and has also been actively involved and helped co-lead several CVC investments in Greece Prior to joining CVC, James was a Principal at Investcorp, where he focused on investments in services companies. Previously he worked at UBS, financing private equity transactions. James holds a bachelor’s degree in Economics from Columbia University. Born and raised in Athens, Greece, James currently resides in his adopted home town of New York City with his wife and two daughters. He chairs the CVC US Philanthropy Committee and is actively engaged with several non-profit organizations, including the Sponsors for Educational Opportunity (SEO).

Sandy Cockrell III is the National Managing Partner, U.S. CFO Program, based in the New York National Office of Deloitte LLP. He also serves as Global Leader of the CFO Program for Deloitte Touche Tohmatsu Limited (DTTL), Deloitte’s global organization. The CFO Program enables Deloitte to achieve its strategic vision “to be recognized as the pre-eminent advisor to the CFO.” Its mission is to help Deloitte’s lead client service partners (LCSPs) and engagement teams develop and sustain deep advisory relationships with the CFOs of key clients by providing cross-functional service delivery support, training and intellectual capital. He also currently serves as Advisory Partner to several of the firms’ largest clients. Prior to leading the CFO Program, Sandy was the lead partner of the New York office of Deloitte’s Special Acquisition Services (SAS) group, which primarily serves one of the world’s leading alternative asset management firms in a variety of acquisitions, disposition and restructuring transactions. The SAS group is comprised of accounting, consulting and tax professionals in New York, San Francisco, London, Hong Kong, Tokyo and various other offices around the world. Sandy served on the Board of Directors of DTTL and participated on the Membership Affairs and Board Composition Committees. He has also been a member of Deloitte’s Americas’ Services Council. Certain of Sandy’s prior responsibilities include serving on the firm’s Tax Partner Admissions Committee, U.S. Nominating Committee, Global Nominating Committee, National Tax Recruiting Committee and Mergers & Acquisitions (M&A) Task Force. He served as a member and Vice Chairman of the firm’s U.S. Board of Directors where he chaired the Evaluation, Governance and Special Committees and served on the Risk and Structure Committees. He acted as Co-Dean of the organization’s National M&A and Strategic Tax Conferences. He has made numerous presentations to internal and external groups regarding technical tax matters relating to M&A transactions and a broad range of CFO related issues. He has served as the Lead Tax Partner on a number of the firm’s largest clients. Originally from Raleigh, North Carolina, Sandy earned his B.S. in Business Administration from the University of North Carolina at Chapel Hill and currently serves on the Institute of Arts & Humanities Advisory Board and the Board of Visitors. He previously served as the New York Area Representative and Second Vice-Chair for the General Alumni Association. He is a frequent contributor to news organizations including The Wall Street Journal, Business Finance, CFO Magazine, and Forbes regarding issues facing CFOs. He has also made numerous appearances on CNBC, Fox Business Network and Bloomberg TV discussing the firm’s views on matters relating to financial executives.

Rodney S. Cohen is a Managing Director and Co-Head of Carlyle Equity Opportunity Funds I and II, which represent the smaller and middle market buyout activities of The Carlyle Group in North America. Mr. Cohen is Co-Chair of the IAC of both Funds and also serves on the investment committee of Carlyle Global Partners, Carlyle Power Partners, and Carlyle Energy Mezzanine Funds I and II. Mr. Cohen is based in New York. ​ Prior to joining Carlyle in 2010, Mr. Cohen was with Pegasus Capital Advisors, a middle-market investment firm with approximately $2 billion of assets under management, where he was a Co-Managing Partner from 1996-2010. ​ In his two decades of private equity investing, operational restructuring and legal advisory work, Mr. Cohen has invested in a variety of sectors including commodities, natural resources, media, consumer, financial services, healthcare, security and industrials. ​ From 1993 to 1996, Mr.Cohen consulted and managed several diverse business ventures. Prior to that Mr. Cohen practiced law with Anderson Kill Olick and Oshinsky P.C. ​ Mr. Cohen earned his J.D. from Columbia Law School where he was a Harlan Fiske Stone Scholar and his B.A. with honors from Franklin and Marshall College. ​ He serves as a trustee and executive committee member of the Randall's Island Sports Foundation, a Board member of The Chapin School, on the Franklin and Marshall Leadership Council and as a Board member of the After School All Stars.

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Rehana assumed the role of Executive Director of Youth INC in January 2015. Rehana joined Youth INC from Cain Hoy Enterprises, a private equity firm in New York City, which she helped form as Chief Operating Officer. Cain Hoy was comprised of investment professionals from Guggenheim Partners where Rehana worked as Chief Administrative Officer for Guggenheim Investments since 2012. Prior to that, Rehana spent 8 years at Merrill Lynch where she held a variety of global financial and operating roles. Before joining Merrill Lynch, Rehana worked at Smith Barney in Strategy and Finance, as a consultant at Booz Allen Hamilton and at Prudential Financial where she began her career in a management training program. Rehana holds an AB from Smith College and an MBA from Columbia University where she was President of Columbia Women in Business. She remains active with her alma maters and also works closely with numerous nonprofit organizations nationwide. She lives in Princeton, NJ with her two children, Gordon and Mari. Her passion for children and making the world a better place for them – one where the playing field is more level and opportunities are not dictated by the randomness of birth – is what led her to leave the for-profit world to run Youth INC, which she hopes and plans to do for a very long time.

Jeanette L. Gorgas is a board director and C-Suite executive with 25+ years of expertise in growth strategy, operations and human capital management. Her unique blend of experience has accelerated organizational performance and driven transformational growth in private and public companies, in the U.S. and on an international stage. Jeanette is a member of the Supervisory Board of Delivery Hero (DLVHF), where she chairs the Strategy Committee and is a member of the Nomination Committee. Jeanette also sits on the Board of Directors of Youth INC, and is a member of the Audit and Nominating & Governance committees. Jeanette was previously Consultant & Chief Human Capital Officer at Valor Equity Partners, responsible for leading human capital solutions in portfolio operations, and developing and overseeing best practices to enable growth and scale at the firm. Before joining Valor, Jeanette was Chief Strategy Officer of Grant Thornton, and built and led the Office of Strategy Management. Her role at Grant Thornton included leading a team of 65 people in strategic planning, mergers & acquisitions, alliances, strategic initiative execution, knowledge management technology, change management and corporate social responsibility. She played a vital role in developing and launching the firm’s innovation platform, and in growing the U.S. firm’s revenues by more than 28% in two years. Jeanette has held senior officer roles in Deutsche Bank, Bank of America and Weil, Gotshal & Manges, with ever-increasing responsibilities. She also served as Senior Associate Dean for Yale University, leading all facets of the MBA Program at Yale School of Management. Jeanette graduated with high honors from London School of Economics with a Master of Science (MSc) in Management. She earned a Bachelor of Science degree from Rutgers’ College School of Business, and attended Harvard Business School’s Advanced Management and Women on Boards programs.

Stratton Heath is the Capital Markets Partner at Oak Hill Capital Partners where he is a member of the firm’s Investment and Valuation Committees and has worked since 2002. During most of Mr. Heath tenure at Oak Hill, he also served as the CFO of Keystone Group, L.P., the holding company for Oak Hill’s founder. Previously, Mr. Heath had a 15-year career with The Bank of New York that included founding and managing a sponsor coverage business, and a private equity and mezzanine principal investment business. Mr. Heath earned an MBA from Columbia Business School, where he received the Award for Excellence, and a BS from the University of Colorado Leeds School of Business, where he currently serves on the Board of Alumni and Friends. He is also a member of the Investment Policy Committee of the CU Foundation. Mr. Heath is also a Board Member of YOUTH, Inc.

Alan advises clients on maximizing value, recovery, and financial returns in complex restructuring situations. For the past 32 years, he has worked with management teams and boards of directors of companies facing financial challenges as well as with secured lenders and unsecured creditors of companies in similar situations, both in Chapter 11 and out of court. Alan was with a Big Four firm before joining AlixPartners, both as a CPA and as a restructuring consultant. He has a Bachelor of Science in accounting from the Wharton School at the University of Pennsylvania. Clients that Alan has represented in recent years include FirstEnergy, FTD, Appvion, LSC Communications and creditors of Payless Shoes, Chicago Tribune and Energy Futures Holdings. Alan has served on the boards of directors of various not-for-profit organizations, including Youth INC, Newark Public Radio (Finance Chair), and the Association of Insolvency and Restructuring Advisors (President), amongst others.

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C. C. Melvin Ike (“Mel”) is a senior member of the Tactical Opportunities Group at Blackstone, which is Blackstone’s global opportunistic investment platform. He focuses primarily on collaborative engagements and partnerships with public companies, private equity, and growth equity in a variety of industries. Before joining Blackstone in 2019, Mr. Ike was a Principal at Third Point LLC from 2015 to 2019, where he focused on special situations and activist investments across several industries. Prior to Third Point, he was an investment professional in the private equity group at TPG Capital and an investment banker in the Restructuring Group at Lazard. Mr. Ike received a B.S. in Biomedical Engineering with a Cellular and Bio-molecular concentration from the University of Texas, where he was a student-athlete. He also earned a JD, cum laude, from Harvard Law School where he earned numerous Dean’s Scholar Prizes, and an MBA with High Distinction from Harvard Business School, where he graduated as a George F. Baker Scholar, was the winner of the John L. Loeb Prize, graduated with the highest academic standing in his class, and was the highest ranked student in the Finance Department. Mel currently serves on the Board of Directors of Aqua Finance, Ellington Residential Mortgage REIT, The Marshall Project, the Harvard Law School Association of New York, and Youth INC.

Doug Kaden is a Managing Partner of SDC Capital Partners, a global digital infrastructure investment firm. Prior to joining SDC, Doug co-founded Varagon Capital Partners, a middle market credit platform that grew over five years to 65 employees and $10 billion of assets under management. From 1997 to 1999 and 2001 to 2016, Doug was at Oak Hill Capital. At various times Doug led or co-led Oak Hill’s Technology, Financial Services, and Aerospace sectors. He was a Partner, a member of the Executive and Investment Committees as well as a founding member of the ESG Committee. Prior to joining Oak Hill in 1997, Doug worked for James D. Wolfensohn, Inc. Doug earned an A.B. degree from Harvard University, an M. Phil from Cambridge University and an M.B.A. from the Stanford Graduate School of Business. Doug serves on the Youth INC Board of Directors and as co-chair of the nominating and strategic planning committees.

Brian Levine is the Chief Financial Officer, co-founder, and board member of PHC. Prior to PHC, Brian spent 25 years at Goldman Sachs & Co, including 13 years as Partner; he most recently served as co-head of Global Equities Trading and Execution Services. He was responsible for the pricing and risk management of Goldman’s largest equities block trades throughout the past decade, and previously opened trading for GS-led IPOs such as Yahoo! eBay and Tesla. He was pivotal in automating Goldman's stock trading business, first in the U.S. and then in Europe. He served on both the GS Firmwide Risk and Technology Risk committees, Securities Division Executive Committee and was co-chair of the Senior Diversity Council. Brian earned his BS, BA from the University of Florida and his MBA in Finance from Emory University.

Steve Lipin is chairman and chief executive officer of Gladstone Place Partners and a trusted advisor in the field of strategic, financial and corporate governance communications. Steve has spent over 30 years at the intersection of the corporate world, Wall Street and the media as a leading financial journalist and top communications strategist to C-Suites, boards of directors and chief communications officers. Steve started Gladstone Place Partners in 2017 after 16 years at Brunswick Group, where he was U.S. Senior Partner. Steve was instrumental in incorporating digital and social media into financial communications such as M&A and activist defense campaigns. At Gladstone Place Partners, Steve has worked on assignments such as The Walt Disney Company’s proposed acquisition of 21st Century Fox assets, corporate restructurings at GE, Andeavor’s sale to Marathon Petroleum, as well as other transactions and assignments. Steve has worked on many landmark M&A deals such as InBev’s acquisition of Anheuser-Busch, AB InBev’s acquisitions of Grupo Modelo and of SAB Miller, Pfizer’s acquisition of Wyeth, the combination of Kraft and Heinz, Air Liquide’s purchase of Airgas, Marriott’s acquisition of Starwood, Burger King’s combination with Tim Horton’s, American Airlines’ sale to US Airways and many others. He has also advised many companies on shareholder activist defense, including Heinz, PepsiCo, eBay, Yahoo!, Macy’s, AIG, Freeport McMoRan and Arconic, among others. He has worked on many crises situations, executive leadership changes and cyber breaches. Before Brunswick, Steve was Finance Editor for The Wall Street Journal, supervising the paper’s coverage of mergers, commercial banking, private equity and corporate finance. He also launched the Deals and Dealmakers column, was nominated for a Pulitzer Prize and won an Overseas Press Club award. He joined the Journal in 1991 after cutting his teeth at Institutional Investor and American Banker. Steve has written on the need for clarity in financial communications and occasionally tweets about his Mets and Jets (@StevenLipin). He also enjoys speaking at colleges, universities, M&A and governance conferences. Born in New York City, Steve graduated from Boston College with a bachelor’s degree in economics. He is a board member of Student Sponsor Partners, the Knight Bagehot Fellowship In Economics and Business Journalism at Columbia Journalism School, the Columbia Journalism Review and of Youth Inc. He is married with three children and lives in New York City.

Mr. McCann is a managing director and co-portfolio manager of Oaktree’s Infrastructure Investing strategy, specializing in the transportation sector. He joined Oaktree in 2014 from Highstar Capital with over 19 years of experience in infrastructure, private equity, investment banking and finance. During his tenure at Highstar, Mr. McCann helped lead the firm’s first airport investment, London City Airport, and led the first major public-private partnership (“PPP”) for an U.S. airport, the 40-year lease of the Luis Munoz Marin Airport in San Juan, Puerto Rico. Prior to joining Highstar in 2009, Mr. McCann helped build Morgan Stanley's infrastructure effort in Europe and North America. Prior to joining Morgan Stanley, he was part of the team that established the infrastructure investment banking practice at Goldman Sachs. Over his career, Mr. McCann has advised multiple government agencies (both in the U.S. and internationally) on Public-Private Partnerships (“PPP”) across the transportation sector. He currently serves on the boards of directors of the Ports America Companies, LoneStar Airport Holdings LLC and CrowdVision Ltd. He previously served on the board of Aerostar Airport Holdings. Mr. McCann holds a B.A. degree in finance from the University of Wisconsin-Madison and an M.B.A. with honors from the University of Chicago

Robert H. McCooey, Jr. joined The Nasdaq Stock Market, Inc. (NASDAQ) in December 2006. As Senior Vice President of New Listings and Capital Markets, Mr. McCooey has a dual role managing NASDAQ’s efforts in attracting new issuers, including IPOs and exchange switches as well as leading the Capital Markets Group efforts to engage private equity firms, investment banks and institutional investors on key NASDAQ issues, initiatives and services. Formed in 2006, the Capital Markets Group is the first centralized group at NASDAQ that examines customer needs across all business units and works to further NASDAQ’s mission among private equity, investment banks and institutional investors, aiming to enhance their experience with NASDAQ and supporting their business goals and growth plans. Prior to joining NASDAQ, Mr. McCooey served as the Chief Executive Officer of The Griswold Company, an agency he founded in 1988 which served prominent and developing buy-side institutions. He also served on the New York Stock Exchange Board of Executives from 2003 – 2006 and was a New York Stock Exchange Floor Official for eight terms. Mr. McCooey served on the NYSE’s Group Market Performance Committee and was chairman of the NYSE’s Technology and Planning Oversight Committee. In addition, he served on the Board of the NYSE Foundation, which he joined in 2003; the board of the Securities Industry Automation Corporation (SIAC), the technology subsidiary of the New York Stock Exchange and the American Stock Exchange; and on the Committee for Review, part of NYSE Regulation. Mr. McCooey has been a regular guest on CNBC and has often been quoted in national news publications regarding stock market activity. He is a director of Iona Preparatory School, as well as St. Vincent’s Hospital in Westchester, NY. Mr. McCooey attended the College of Holy Cross and resides in Rye, NY. Bob is a member of the Youth INC Board of Directors and has graciously helped facilitate Youth INC Trading Day for Kids with Canaccord Genuity at the NASDAQ Closing Bell.

Ms. Miller is a senior financial executive with over 38 years of diverse experience in global credit risk, loan underwriting and capital markets. Ms. Miller is currently a Managing Director and the Global Head of Loan Syndications for Scotia Bank based in New York. In her role as Global Head of Loan Syndications, she manages a team responsible for structuring and underwriting senior debt and bridge capital for a vast array of clients around the globe. Her teams in New York, Toronto, London, Mexico City, Hong Kong and Singapore has underwritten transactions totaling over $75 billion over the last 3 years. Her leadership role is evident in the role she has on Scotia’s US Executive Committee, which is responsible for strategy, governance and corporate culture. Her broad leadership role also includes her role as Co Head of the US Diversity & Inclusion Council and a member of the US Deal Review Forum. She has served on Scotia’s Global Diversity & Inclusion Steering Committee and was the US Executive Champion for the establishment of Employee Resource Groups. She is also active in non- profits, including the Lewis and Clark Board of Trustees (2004-2020), Chair of the Lewis and Clark Investment Committee (2014-2016), Chair of the LC Divestment Committee (2017), Member of the Finance Committee, Women’s Forum NY, Youth Inc. Board of Directors, Former Board Member of Planned Parenthood of NJ and the Loan Sales and Trading Association. She was Co-Chairperson of the Euromoney Latin American Syndicated Loan Conference and a speaker at numerous events including Youth Inc.’s State of the Market Conference and the Wall Street Women’s Forum. Ms. Miller’s career in banking began with Continental Bank, and then she moved to Harris Bank/Bank of Montreal in Chicago as VP of the Asia Pacific Group. Ms. Miller had various roles at TD Bank – including Global Head of Loan Syndications. She also served as Managing Director and Co-Head of Loan Capital Markets for Merrill Lynch & Co in New York. Ms. Miller received a Bachelor of Arts degree from Lewis & Clark College. She went on to Columbia University earning a Masters Degree in International Affairs/International Business.

Tom Nakashian is a managing director in the Global Institutional Client Group at Wells Fargo Securities. He joined Wells Fargo in 2010 and is based in New York. Tom has more than 12 years of experience in investment banking and private equity. He has advised on multiple capital markets and advisory transactions in various areas, including consumer, retail, industrials, business services, healthcare, financial services, and energy. In addition to his sponsor coverage role, Tom is also head of the Transaction Development group, where he focuses on generating growth in financial sponsor leveraged buyout activity, portfolio company transactions, and strategic merger and acquisition ideas. Prior to joining the firm, Tom worked as an investment professional at EG Capital Group, a middle market, consumer- and retail-focused private equity firm, during which time he sat on the board of Water Pik. Tom joined EG Capital from Credit Suisse, where as an investment banker on the Financial Sponsors/Leveraged Finance team, he provided strategic advice and financing solutions for leveraged buyouts across industries. Tom earned a B.E. in mechanical engineering from The Cooper Union and an M.B.A. from New York University’s Stern School of Business (Langone), where he graduated as a Stern Scholar and Beta Gamma Sigma. Tom is active in the community and is a director on the Youth INC and Trail Blazers Camps boards. Youth INC partners and supports over 80 non-profits, aiming to transform the lives of NYC kids through its unique venture philanthropy model that empowers the nonprofits that serve them. Trail Blazers, one of the 80 non-profits that Youth INC partners with, is dedicated to sending children to outdoor sleepaway camp and after school programs.

Mark is a senior transactional partner, who serves as Global Chair of Reed Smith's Private Equity Group. He is an elected member of the Firm’s Executive Committee and a member of the Diversity & Inclusion Committee Advisory Board. He specializes in the areas of private equity, mergers and acquisitions and fund formation. He regularly represents private equity funds, venture capital funds, sovereign wealth funds, international funds, asset managers, credit funds, hedge funds, investment banks, family offices, financiers (and their portfolio companies) in various types of complex domestic and cross border investment and financing transactions. Mark has been the lead partner on high profile, multi-billion dollar, as well as middle-market, transactions for the firm’s clients in North America, South America, Europe, Asia and the Middle East. His practice also focuses on public and private mergers, acquisitions and divestitures, recapitalizations, joint ventures, and management buyouts, particularly in the financial services, life sciences and healthcare, technology, media and telecommunications, real estate and hospitality, manufacturing and industrials, consumer and retail, apparel, restaurant and entertainment industries. Mark has extensive fund formation experience, representing both GPs and LPs. He represents issuers and investors in public and private debt and equity capital markets transactions as well as advises boards of directors and management teams.

Mike oversees the Global Client Group at Nuveen. He is responsible for deploying Nuveen’s insights, capabilities and solutions to best serve our Wealth and Institutional clients, growing our revenue through new business opportunities, and deepening the value and breadth of our current relationships. He is a member of the firm’s Executive Leadership Team, which provides leadership across Nuveen’s asset management business. Previously, he was head of global product responsible for driving a consistent, global viewpoint and strategy across all asset classes, product creation and management, and helped build and grow Nuveen’s closed end fund and alternative investment businesses. Before joining the firm in 2015, he spent five years at UBS Wealth Management, where he was a member of the Executive Committee responsible for investment advisory programs and manager research, planning, funds, alternative investments, insurance and the UBS Trust Company. Before that, he spent 15 years at Merrill Lynch as a senior executive leading a number of capital market and investment advisory businesses focused on the wealth management channel. Mike graduated with a B.S. in Industrial and Operations Engineering from the University of Michigan and an M.B.A. from the New York University Stern School of Business.

Daniel Pine is Managing Principal at CS Capital. Mr. Pine worked for the previous 10 years as a Managing Director at Marathon Asset Management, LP, a global alternative investment manager headquartered in New York with approximately $13 billion under management. At Marathon, he handled many of the firm's long term and private equity investments, including the structuring, development and asset management of transactions in real estate development and other industries. Mr. Pine also currently serves on and has served on the boards of multiple large development and other companies. He continues to serve as a Senior Advisor to Marathon. Prior to joining Marathon, Mr. Pine worked at Skadden, Arps, Slate, Meagher & Flom LLP where he provided advice to domestic and foreign companies, private equity firms, hedge funds and investment banks in merger, acquisition, financing and reorganization transactions. Mr. Pine graduated from Emory University with a Bachelor of Business Administration (1995) and received his Juris Doctorate from UCLA School of Law (1998). He is a member of the New York State Bar. Mr. Pine is also involved in multiple charities, including the Tick-Borne Disease Alliance, one of the foremost charities involved in the fight against Lyme and other tick-borne diseases, and the Bowery Mission.

Ken Prince joined Advent in 2016. In his role, he helps lead the firm’s capital markets activities, including new acquisition financings, for Advent’s portfolio companies. He is also responsible for managing and helping to grow the firm’s relationships with investment banks, direct lenders, and investors. Prior to joining Advent, Ken was a Managing Director at Goldman Sachs in the Leverage Finance Group, where he covered the Natural Resources and Industrial sectors for both corporate and private equity transactions. He previously worked at Bank of America, focusing on high yield exchange offers, restructuring and refinancing transactions across a variety of sectors. Ken graduated from The University of Virginia, with a BS in Commerce from The McIntire School of Commerce and a BA in Economics from the College of Liberal Arts and Sciences.

Rachel Rosenblatt is a senior managing director in the Strategic Communications segment of FTI Consulting, specializing in reputation management, crisis communications, corporate positioning, and communications training. She was recently named one of PR News’s “Top Women in PR” and is based in New York City. Ms. Rosenblatt provides strategic business and communications counsel, media relations, media training, presentation coaching, crisis management, corporate communications and public relations expertise to her clients. She specializes in providing consulting services to companies that operate in highly regulated industries or are going through a time of change, and implementing business and communications strategies on their behalf. She also regularly handles crisis communications and issues management for her clients. Ms. Rosenblatt is also a founding member of the firm’s communications training team and has designed and implemented media, presentation and investor relations training programs for multinational companies that have been executed around the world. As one of the firm’s senior trainers, she regularly coaches top executives in advance of media interviews, investor/analyst meetings, IPOs and major presentations. Prior to joining FTI Consulting in 2005, Ms. Rosenblatt was a Director at Westhill Partners, a boutique consulting firm specializing in communications strategy. Ms. Rosenblatt graduated from the University of Pennsylvania with a BA in psychology.

Adrianne Shapira is a Managing Director in New York leading the Brands North America effort, the firm’s fifth investment division focused on high growth consumer and retail brands. She brings extensive consumer/retail industry experience with over 20 years in finance and operating roles as well as various private and public Board seats. Adrianne spent over 13 years at Goldman Sachs as a Managing Director in Equities Research covering the Broadlines Retail Sector ranging from luxury brands, accessible department stores and mass big box retailers. She was more recently the CFO at David Yurman, a privately-held, luxury jewelry brand with a global omni-channel reach. Adrianne currently serves on the Boards of Kohl’s Department Stores, Nest New York and Herschel Supply Company as well as the non-for-profit organization, Youth INC. She previously served as a Director at Hain Celestial and Gilt Group. Education: Adrianne received her bachelor’s degree from Tufts University and her MBA from Columbia Business School.

Mai Shiver serves as Chief Compliance Officer of Global Investments for AIG. Assuming the role in 2014, Ms. Shiver is based in New York and oversees the firm’s compliance and global regulatory matters in the US, UK and Japan. Prior to joining AIG Investments, Ms. Shiver served as the Global Chief Compliance Officer of Wells Capital Management in San Francisco and led regulatory functions while supporting the growth of the firm to $450B of institutional assets under management. In prior roles, Ms. Shiver has served as the Managing Director and Regulatory Policy Attorney for the Pacific and Archipelago Exchanges and as litigation counsel for regulated practices for the law firm now called DLA. ​ Ms. Shiver has served on the boards of several non-profit organizations including the University of California, Hastings Law School Board of Trustees, the International Diplomacy Council, the San Francisco Opera Board, the Voss Foundation and the Financial Women’s Association of San Francisco. Raised in a Georgia, Ms. Shiver holds a Bachelor of Science, Genetics from the University of Georgia and an earned a JD degree from University of California, Hastings Law School

Matthew R. Stopnik is the Co-Head of U.S. Global Investment Banking at RBC Capital Markets. He joined RBC in January 2015 as the Co-Head of Financial Sponsors, and has been in his current role since June 2018. Prior to joining RBC, Mr. Stopnik spent 20 years at UBS Investment Bank, his most recent role serving as its U.S. Head of Financial Sponsors. Mr. Stopnik serves on the U.S. Capital Markets Operating Committee of RBC Capital Markets. In addition to his role as a member of the Board of Youth, Inc., he is also Vice Chair of the Board of Trustees of the TEAK Fellowship and is a David Rockefeller Fellow of the Partnership for New York City. He received a B.A from the University of Michigan. Mr. Stopnik and his wife live in New York City with their two children.

Karen Beldy Torborg is the global practice leader of Marsh’s PEMA Services Practice. The practice provides expert risk management advice to financial sponsors and strategic investors, including forecasting costs and risks, structuring group purchasing programs, and developing solutions to resolve complex deal issues. Karen has 21 years of experience in the insurance industry and began her career as a commercial underwriter for Chubb. In 1993, Karen joined Marsh’s Casualty Practice where she was responsible for consulting with large corporate clients. Karen joined the PEMA Practice in 1995, where she was responsible for providing advice to some of Marsh’s largest private equity clients. She took on the responsibility for overseeing its global operations in 2003 and assumed her current role in 2005. Karen serves on the Youth INC Board of Directors and serves as a BridgeFund Grant Monitor for nonprofit partner GallopNYC.

Harold Varah joined RBC in New York in June 2018 as the Co-Head of Financial Sponsors. Mr. Varah has over 14 years of investment banking experience. Prior to joining RBC, Mr. Varah was a managing director in the Financial Sponsors Group at BankHarold Varah joined RBC in New York in June 2018 as the Co-Head of Financial Sponsors. Mr. Varah has over 14 years of investment banking experience. Prior to joining RBC, Mr. Varah was a managing director in the Financial Sponsors Group at Bank of America Merrill Lynch in New York. Prior to joining Bank of America Merrill Lynch, Mr. Varah was a corporate and M&A attorney at Shearman & Sterling LLP. Mr. Varah received a JD from University of Toronto and a BA in Political Science and Government from McGill University. Mr. Varah also holds the Chartered Financial Analyst designation. of America Merrill Lynch in New York. Prior to joining Bank of America Merrill Lynch, Mr. Varah was a corporate and M&A attorney at Shearman & Sterling LLP. Mr. Varah received a JD from the University of Toronto and a BA in Political Science and Government from McGill University. Mr. Varah also holds the Chartered Financial Analyst designation.

Mark Whaling was appointed Global Head of Securities in April 2019 and is responsible for the oversight of our institutional sales, trading and research operations. Previously, Mr. Whaling was Global Head of Sales and Trading, and from 2012 to 2015, he served as Head of Global Equity Sales and Trading. Mark joined Collins Stewart (acquired by Canaccord Genuity in March 2012) in 2008 as Head of US Equity Research and Sales and was promoted to Head of Equities in September 2010. In March of 2011, Mark was promoted to President of Collins Stewart LLC and Head of US Securities. Prior to joining Collins Stewart, Mr. Whaling spent five years as a Managing Director of Institutional Equity Sales and Director of Product Development at FTN Financial. Previously, Mark was a Vice President in the Institutional Sales departments of Bank of America Securities ABN AMRO. Mr. Whaling holds a BA in history from Princeton University. Outside of his life in finance, Mark is actively involved in charitable causes and sits on the boards of Your Grateful Nation, which helps special forces veterans find high quality employment, Youth Inc, which helps accelerate the most promising youth-centered organizations across New York City, and the Westchester Chapter of the NFF, Golden Dozen, which provides scholarships for student athletes.