Private Equity Conference

Private Equity Conference

2023 Keynote Speakers

David Rubenstein, JD ’73

David Rubenstein, JD ’73

Co-Founder and Co-Chairman of The Carlyle Group

View Bio

David Rubenstein, JD ’73

Co-Founder and Co-Chairman of The Carlyle Group

David M. Rubenstein is Co-Founder and Co-Chairman of The Carlyle Group, one of the world’s largest and most successful private investment firms. Established in 1987, Carlyle now manages $325 billion from 26 offices around the world.

David is Chairman of the Boards of the John F. Kennedy Center for the Performing Arts, the Council on Foreign Relations, the National Gallery of Art, the Economic Club of Washington, and the University of Chicago; a Fellow of the Harvard Corporation; a Trustee of Memorial Sloan-Kettering Cancer Center, Johns Hopkins Medicine, the Institute for Advanced Study, the National Constitution Center, the Brookings Institution, and the World Economic Forum; and a Director of the Lincoln Center for the Performing Arts and the American Academy of Arts and Sciences.

David is a member of the American Philosophical Society, Business Council, Harvard Global Advisory Council (Chairman), Madison Council of the Library of Congress (Chairman), Board of Dean’s Advisors of the Business School at Harvard, Advisory Board of the School of Economics and Management at Tsinghua University (former Chairman), and Board of the World Economic Forum Global Shapers Community.

David has served as Chairman of the Boards of Duke University and the Smithsonian Institution, and Co-Chairman of the Board of the Brookings Institution.

David is an original signer of The Giving Pledge, a significant donor to all of the above-mentioned non-profit organizations, and a recipient of the Carnegie Medal of Philanthropy, and the MoMA’s David Rockefeller Award, among other philanthropic awards.

David is a leader in the area of Patriotic Philanthropy, having made transformative gifts for the restoration or repair of the Washington Monument, Lincoln Memorial, Jefferson Memorial, Monticello, Montpelier, Mount Vernon, Arlington House, Iwo Jima Memorial, the Kennedy Center, the Smithsonian, the National Archives, the National Zoo, the Library of Congress, and the National Museum of African American History and Culture. David has also provided to the U.S. government long-term loans of his rare copies of the Magna Carta, the Declaration of Independence, the U.S. Constitution, the Bill of Rights, the Emancipation Proclamation, the 13th Amendment, the first map of the U.S. (Abel Buell map), and the first book printed in the U.S.

David is the host of The David Rubenstein Show: Peer-to-Peer Conversations on Bloomberg TV and PBS and Bloomberg Wealth with David Rubenstein on Bloomberg TV; and the author of The American Story: Conversations with Master Historians, a book published by Simon & Schuster in October 2019, How to Lead: Wisdom from the World’s Greatest CEOs, Founders, and Game Changers, a book published by Simon & Schuster in September 2020, and The American Experiment: Dialogues on a Dream, a book published by Simon & Schuster in September 2021.

David, a native of Baltimore, is a 1970 magna cum laude graduate of Duke University, where he was elected Phi Beta Kappa. David graduated in 1973 from the University of Chicago Law School, where he was an editor of the Law Review.

From 1973–1975, David practiced law in New York with Paul, Weiss, Rifkind, Wharton & Garrison. From 1975–1976, he served as Chief Counsel to the U.S. Senate Judiciary Committee’s Subcommittee on Constitutional Amendments. From 1977–1981, during the Carter Administration, David was Deputy Assistant to the President for Domestic Policy. After his White House service and before co-founding Carlyle, David practiced law in Washington with Shaw, Pittman, Potts & Trowbridge (now Pillsbury Winthrop Shaw Pittman).

Joanna Reiss

Joanna Reiss

Partner, Co-Head of Impact, Private Equity in New York

View Bio

Joanna Reiss

Partner, Co-Head of Impact, Private Equity in New York

Joanna Reiss is partner, co-head of impact at Apollo. Prior to joining in 2020, she was partner at Cornell Capital from its founding in 2013. Previously, she was an analyst at Merchants’ Gate Capital, and began her career at Goldman Sachs in the investment banking division before moving to the merchant banking division to invest the GS Capital Partners, GS Loan Partners and GS Mezzanine Partners funds. Joanna is the chairwoman of the board of Smart Start and previously served on the board of directors of Smart & Final, Corelle Brands, and Monolith Materials.

Joanna graduated with highest distinction from the Stephen M. Ross School of Business at the University of Michigan with a BBA degree. She is a member of the board of Madison Playgroup.

Ian Charles

Ian Charles

Founder and Managing Partner, Arctos Sports Partners

View Bio

Ian Charles

Founder and Managing Partner, Arctos Sports Partners

Ian Charles is the founder and managing partner at Arctos Sports Partners. In addition to his investment responsibilities, Ian directs the firm’s investment strategy, firm governance and investor relations.

Prior to the formation of Arctos Sports Partners, Ian served as a member of the private equity and infrastructure investment committees and partner at Landmark Partners, a leader in the global private equity, real estate, and infrastructure secondary markets. At Landmark, Ian helped design and execute the firm’s private equity strategy; helped build the firm’s quantitative research group; sourced and structured large, innovative liquidity transactions across the firm’s investment verticals; developed and presented the firm’s views on the macro environment and alternative asset classes at a wide range of industry conferences; and helped create the firm’s innovative preferred equity investment strategy. During his time at Landmark Partners, Ian was part of a team that sourced and oversaw transactions representing more than $10 billion in transaction value.

Prior to joining Landmark Partners, Ian was a cofounder of Cogent Partners, the first secondary market sell-side advisor. Cogent Partners, which was acquired by Greenhill & Co., is widely recognized for transforming the private equity secondary market by providing institutional-grade advisory services to sellers and providing a consistent source of deal flow for existing, new and non-traditional secondary buyers. At Cogent, Ian was responsible for leading the day-to-day management of the firm, sourcing and leading large secondary advisory mandates and creating the firm’s investment strategy and portfolio research business. Prior to co-founding Cogent Partners, he was part of an investment team executing secondary, primary, direct and co-investments that is now part of the Neuberger Berman alternative investments platform.

Ian graduated with honors from Texas Christian University, where he received a BBA in Finance and a BBA in Accounting. He received his MBA from the Wharton School of Business and is a CFA Charterholder.

2022 Keynote Speakers

Martin Nesbitt, MBA ’89

Martin Nesbitt, MBA ’89

Senior Partner, Co-Chairman, and Co-CEO, The Vistria Group

View Bio

Martin Nesbitt, MBA ’89

Senior Partner, Co-Chairman, and Co-CEO, The Vistria Group

Martin Nesbitt co-founded and serves as co-CEO of The Vistria Group, a Chicago-based investment company focused on the education, healthcare, and financial services industries. Prior to Vistria, Martin served as CEO of The Parking Spot, an owner and operator of off-airport parking facilities. Martin conceptualized and co-founded The Parking Spot and was responsible for running all strategic and operating aspects of the company. In 2011, The Parking Spot was sold. Before launching The Parking Spot, Martin was an officer of the Pritzker Realty Group, the real estate group primarily responsible for the Pritzker family business interests. Martin also previously held the position as equity vice president and investment manager at LaSalle Partners with a variety of responsibilities including investment management for regional retail properties, office projects, and parking. In his various leadership capacities, Martin has been successful at guiding executive teams toward the achievement of goals established to maximize returns on his investments. Martin’s approach to the off-airport parking business was heralded by industry insiders as extremely innovative and has been recognized in national publications like The New York Times, USA Today, Entrepreneur Magazine, and Fortune Small Business Magazine. Martin currently serves on the board of directors of American Airlines Group, CenterPoint Energy, and Chewy. He is a trustee of Chicago’s Museum of Contemporary Art and serves as chairman of the Barack Obama Foundation. Martin was formally a board member of Jones Lang LaSalle, chairman of the board of the Chicago Housing Authority and the Chicago 2016 Olympic Committee, and served as treasurer of President Barack Obama’s 2008 and 2012 presidential campaigns. Martin earned a bachelor of science degree and honorary doctorate from Albion College and an MBA from Chicago Booth.

Raymond Svider, MBA ’89

Raymond Svider, MBA ’89

Chairman and Partner, BC Partners

View Bio

Raymond Svider, MBA ’89

Chairman and Partner, BC Partners

Raymond Svider is a partner and chairman of BC Partners and chairman of its executive committee. He joined BC Partners in Paris in 1992 before moving to the London office in 2000, and relocated to New York in 2008. Previously, Raymond worked in investment banking at Wasserstein Perella in New York and Paris and at the Boston Consulting Group in Chicago. Raymond is currently executive chairman of PetSmart, chairman of the Board of Chewy, chairman of the advisory board of The Aenova Group, and chairman of the board of Valtech. He also serves on the boards of GFL Environmental, Altice USA, Intelsat, Navex Global, Presidio, GardaWorld, Cyxtera and Appgate. Raymond is also on the boards of the Mount Sinai Children’s Center Foundation in New York and the Polsky Center Private Equity Council. Raymond has a degree in electrical engineering from Ecole Nationale Superieure des Telecommunications, an MSc in engineering from Ecole Polytechnique, and an MBA from the University of Chicago.

 

Mary Tolan, MBA ’92

Mary Tolan, MBA ’92

Founder and Managing Partner, Chicago Pacific Founders

View Bio

Mary Tolan, MBA ’92

Founder and Managing Partner, Chicago Pacific Founders

Mary is the founder and managing partner of Chicago Pacific Founders. She was the founder of Accretive Health, a leading provider of comprehensive end-to-end healthcare revenue-cycle management services and population health management services infrastructure. Mary served as Accretive Health’s CEO from 2003 to 2013 and as board chair until 2013. During that period, Mary built Accretive Health from an idea into a billion dollar enterprise by leading a team of seasoned industry professionals focused on revolutionizing patient access and revenue-cycle processes for healthcare providers. She led the IPO of Accretive Health in 2010, earning it a $1.2B market capitalization. Previously, Mary was a group chief executive of a $2.3B global operating group at Accenture. She also played a leadership role in taking Accenture public in 2001, one of that year’s largest offerings on the NYSE. Mary’s accomplishments as a business leader have earned her many recognitions and awards, including being named the EY Entrepreneur of the Year 2010 National Winner in the Services Category and leading Accretive Health to be named the Illinois Venture Capital Association’s Company of the Year in 2011. She serves on the boards of trustees for the University of Chicago and Loyola University. Mary earned a BBA from Loyola University and an MBA from Chicago Booth.

2021 Keynote Speakers

Tony Davis, MBA ’98

Tony Davis, MBA ’98

President, Managing Partner, Cofounder, Linden Capital Partners

View Bio

Tony Davis, MBA ’98

President, Managing Partner, Cofounder, Linden Capital Partners

Tony Davis is the president, a managing partner and cofounder of Linden Capital Partners. He has been involved in private equity and consulting since 1992. He currently serves on the boards of Advarra, Smile Doctors, and Spear Education and is chairman of the board of Sage Dental. He previously served on the boards of directors for Behavioral Centers of America, Drayer Physical Therapy Institute, Focused Health Solutions, ProPharma, Ranir, Virtus Pharmaceuticals, and Young Innovations. Additionally, Tony is a member of the Chicago Commonwealth Club, the Chicago Council on Global Affairs, the Commercial Club of Chicago and the Economic Club of Chicago. Tony is a trustee of the Museum of Science and Industry and is a director on the Northwestern Medical Group Board of Directors. Tony was selected by the US Department of Health and Human Services Deputy Secretary as a member of the Deputy Secretary’s Innovation and Investment Summit.

Tony holds a bachelor of arts with honors in economics from Northwestern University and an MBA with honors from Chicago Booth, where he was a Rosett Scholar. Tony serves on the Polsky Center Private Equity Council and as a guest lecturer on private equity.

Johannes Huth, MBA ’86

Johannes Huth, MBA ’86

Partner and Head of KKR EMEA

View Bio

Johannes Huth, MBA ’86

Partner and Head of KKR EMEA

Johannes Huth joined KKR in May 1999 and is a partner of KKR and head of KKR’s operations in Europe, the Middle East and Africa. He is also a member of the firm’s management committee and several of the firm’s investment committees. Prior to joining KKR, Johannes was a member of the management committee of Investcorp and jointly responsible for Investcorp’s operations in Europe. From 1986 to 1991, he worked at Salomon Brothers, where he was a vice president in the mergers and acquisitions departments in London and New York.

Johannes is currently chairman of Hensoldt Holding, and a member of the boards of Axel Springer and Coty.

He is tresorier and a member of the Conseil d’Administration of the Musee des Arts Decoratifs, Paris; vice-chair of the board of trustees of the Design Museum, trustee of the Staedel Museum in Frankfurt, member of council and audit committee, LSE, and a member of the global advisory board of Chicago Booth. He is a visiting fellow of Oxford University and a fellow of the Royal Society of Arts.

He earned a BSc with highest honors from the London School of Economics and an MBA from Chicago Booth.

Chelsea Stoner, MBA ’03

Chelsea Stoner, MBA ’03

General Partner, Battery Venture

View Bio

Chelsea Stoner, MBA ’03

General Partner, Battery Venture

Chelsea Stoner, general partner of Battery Ventures, focuses on investments in the software and healthcare-IT sectors. Prior to Battery, she was an associate at the private equity firm Key Principal Partners. Earlier in her career, Chelsea was a manager at Accenture and also has held positions with Merrill Lynch in Hong Kong and with Classified Ventures. She serves on the boards of Avalara, Curve Dental, PageUp, InCloud Council, and Redox. Her previous investments include Brightree, Data Innovations, Glassdoor, Groupon, Guidewire, Intacct, Marketo, Practice Fusion, RealPage, WebPT, and ClearCare.

In 2013, Chelsea was named to the Forbes Midas “Hot Prospects” list of up-and-coming venture capitalists, and in 2018 she was included on Business Insider’s 23 Top Venture Capitalists in Enterprise Tech list.

She received a BS with honors in chemical engineering from Northwestern University and an MBA from Chicago Booth. She also currently sits on the Northwestern University Engineering School Board and serves on the Healthcare Technology Advisory Council for the Cleveland Clinic.

2020 Keynote Speakers

Stu Porter, MBA ’94

Stu Porter, MBA ’94

Founder and CEO, Denham Capital

View Bio

Stu Porter, MBA ’94

Founder and CEO, Denham Capital

Stuart Porteris the founder of Denham Capital Management and serves as the firm’s CEO and CIO. Porter brings almost 30 years of senior investment experience to Denham Capital and serves on the investment committee and the valuation committee. Prior to founding Denham Capital, Porter was a founding partner of Sowood Capital Management and, prior thereto, was employed as a vice president and portfolio manager at Harvard Management Company where he focused on public and private transactions in the energy and commodities sectors. Porter began his career at the Chicago Board of Trade as an independent trader in the bond pit and, post graduate school, worked on the GSCI desk at J. Aron, the commodities division of Goldman Sachs. Porter received a BA from the University of Michigan and an MBA from Chicago Booth.

Nikhil Thukral, MBA ’98

Nikhil Thukral, MBA ’98

Managing Partner, L Catterton

View Bio

Nikhil Thukral, MBA ’98

Managing Partner, L Catterton

Nikhil Thukral is a managing partner at L Catterton focused on its buyout fund. Prior to joining L Catterton, Thukral was a vice president at MidOcean Partners, a New York- and London-based private equity firm. Prior to MidOcean, he spent three years with DB Capital Partners, the private equity arm of Deutsche Bank and the predecessor entity to MidOcean. While at MidOcean and DB Capital, he helped originate, evaluate, and monitor both control and minority investments in middle market companies in the consumer products and general industrial sectors. Prior to joining DB Capital, Thukral was an associate in the healthcare group at JP Morgan and Co., where he focused primarily on mergers and acquisitions and capital raising mandates for clients in the pharmaceutical and healthcare services sectors, respectively. Thukral received a BS with high honors in finance from the University of Illinois at Urbana Champaign, and an MBA from Chicago Booth.

Paul Finnegan

Paul Finnegan

Cofounder, Madison Dearborn Partners

View Bio

Paul Finnegan

Cofounder, Madison Dearborn Partners

Paul Finnegan is cofounder of Madison Dearborn Partners (MDP). Prior to cofounding MDP in 1992, Finnegan was with First Chicago Venture Capital for ten years. He is the 31sttreasurer of Harvard University, a member of the Harvard Corporation, and the chair of the Harvard Management Company. He is a past member of the board of overseers and a past president of the Harvard Alumni Association. Finnegan currently serves on the boards of directors of AIA Corporation, CDW Corporation, and Government Sourcing Solutions, and he also serves as a member of the board of Dean’s Advisors at the Harvard Business School. He is the past chairman and current board member of Teach for America in Chicago and a member of the board of directors of the Chicago Council on Global Affairs. Finnegan received an AB from Harvard College and an MBA from Harvard Business School.

2019 Keynote Speakers

Phil Canfield, MBA ’96

Phil Canfield, MBA ’96

Managing Director of GTCR

View Bio

Phil Canfield, MBA ’96

Managing Director of GTCR

Phil Canfield joined GTCR in 1992 and is currently a managing director of the firm. Canfield previously worked in the corporate finance department of Kidder, Peabody & Co.

Canfield is co-head of the technology, media & telecommunications group at GTCR and has been focused on building this area for GTCR since 1996. He is currently a director of Cision, Inteliquent, Lytx and Mega Broadband Investments. Canfield has played a leadership role in a number of past investments including AppNet, CellNet, DigitalNet, Rural Broadband Investments, Solera, Sorenson Communications, Transaction Network Services and Zayo.

Canfield is a member of the council at the University of Chicago Booth School of Business and serves on the Polsky Center PE Council for the University of Chicago. In addition, he is a member of the board of trustees for Rush University Medical Center and a member of the board of governors for Rush University. At the University of Texas, Canfield has been recognized as a Lifetime Leader and he serves on the McCombs School of Business Advisory Council. He is also a member of the United States Olympic and Paralympic Foundation’s Trustee Council.

Canfield holds an MBA from Chicago Booth and a BBA in finance with high honors from the Business Honors Program at the University of Texas.

Joe Osnoss

Joe Osnoss

Managing Director of Silver Lake

View Bio

Joe Osnoss

Managing Director of Silver Lake

Joe Osnoss joined Silver Lake in 2002 and is a managing director. From 2010 to 2014, he was based in London, where he helped oversee the firm’s activities in Europe, the Middle East, and Africa. Prior to joining Silver Lake, Osnoss worked in investment banking at Goldman, Sachs & Co., where he focused on mergers, acquisitions, and financings in the technology and telecommunications industries. He previously held positions at Coopers & Lybrand Consulting in France and at Bracebridge Capital, a quantitative hedge fund. Osnoss is a director of Cast & Crew, Cegid, Cornerstone OnDemand, Global Blue, LightBox, and Sabre Corporation. He previously served on the boards of Instinet Incorporated, Interactive Data Corporation, Mercury Payment Systems, and Virtu Financial. Osnoss graduated summa cum laude from Harvard College with an AB in applied mathematics and a citation in French language. He also has served as a Visiting Professor of Finance at the London School of Economics.

Penny Pritzker

Penny Pritzker

Founder and Chairman, PSP Capital; 38th Secretary of Commerce

View Bio

Penny Pritzker

Founder and Chairman, PSP Capital; 38th Secretary of Commerce

 

Penny is an entrepreneur, civic leader, and philanthropist with more than 30 years of experience in numerous industries. She is the founder and chairman of PSP Capital and Pritzker Realty Group, a global private investment firm that takes a long-term, fundamental approach to investing in and building market-leading businesses in sectors such as professional services, real estate, technology, agriculture, industrial services, and consumer products. From June 2013 through January 2017, Penny served as US Secretary of Commerce in the Obama Administration. She was a core member of President Obama’s economic team and served as the country’s chief commercial advocate, leading the Administration’s trade and investment promotion efforts. She also served on President Obama’s Council on Jobs and Competitiveness and his Economic Recovery Advisory Board. Currently, Penny is a member of the board of the Carnegie Endowment for International Peace, a member of the Aspen Strategy Group, and the Aspen Economic Strategy Group, a member of the board of the Obama Foundation, and on the advisory council of The Hamilton Project. She earned a BA degree in economics from Harvard University and a JD and MBA from Stanford University.

This site uses cookies and other tracking technologies to assist with navigation and your ability to provide feedback, analyze your use of products and services, assist with our promotional and marketing efforts.

Accept