2020 Keynote Speaker

2019 Conference Speakers

Joseph Baratta

Global Head of Private Equity, The Blackstone Group

Joseph Baratta is Global Head of Private Equity and a member of the firm's Management Committee. He also serves on many of the firm’s investment committees. Mr. Baratta joined Blackstone in 1998 and in 2001 he moved to London to help establish Blackstone’s corporate private equity business in Europe. Since 2012, Mr. Baratta has served as the firm’s Global Head of Private Equity and is located in New York.

Mr. Baratta has served on the boards of many past Blackstone portfolio companies and currently serves as a member or observer  on the boards of First Eagle Investment Management, Refinitiv, SESAC and Merlin Entertainments Group. He is also a member of the Board of Trustees of Georgetown University; is a trustee of the Tate Foundation; serves on the board of Year Up, an organization focused on youth employment; and serves on the Board of Trustees of Trinity School in New York City.

Before joining Blackstone, Mr. Baratta was with Tinicum Incorporated and McCown De Leeuw & Company. Mr. Baratta also worked at Morgan Stanley in its mergers and acquisitions department. Mr. Baratta graduated magna cum laude from Georgetown University.

Frank Baker is a Co-Founder and Managing Partner of Siris Capital Group LLC (“Siris”), the predecessor fund of which was formed in 2006. Siris is a middle market private equity firm focused on deep value, control equity investments around special situations in the telecom, technology and technology-enabled business service sectors. Prior to forming Siris, Mr. Baker was a Managing Director at Ripplewood Holdings LLC (“Ripplewood”), a global private equity firm. Mr. Baker started his career in investment banking at Goldman Sachs & Co. in the Mergers and Acquisitions Group. Mr. Baker has an M.B.A. from Harvard Business School and a B.A. from the University of Chicago. He is a Trustee of The University of Chicago, a Director of Sponsors for Educational Opportunity (SEO), a Director of Robert F. Kennedy Human Rights and an Advisory Board member of All Star Code.
 

Frank Baker

Co-Founder and Managing Partner, Siris Capital Group

David H. Jones

Co-Founder, Flexential

David H. Jones co-founded Peak 10 in March of 2000. Aligning an expert leadership team, he built one of the industry's most admired companies in the data center and cloud infrastructure industry. David led the company for 17 years as CEO and Chairman building Peak 10 to be the leader in hybrid data center operations, hosting and managed services east of the Mississippi. In the fall of 2016 he hired a new CEO, Chris Downie, and retained chairmanship of the company until its combination with ViaWest late in 2017. At that time David chose to serve on the board of directors of the new company to provide guidance as the new company continues the growth of its strategic and tactical journey.  Flexential resulted from the late 2017 combination of two market leading data center companies, ViaWest headquartered in Denver, and Peak 10, headquartered in Charlotte. This combination created the largest national hybrid, facilities-based, hosting services company in the United States. Prior to Peak 10, David was president of the Competitive Solutions Group at CHR Solutions, a telecommunications management-consulting firm based in Dallas, Texas. He has 40 years of combined local, long distance telecommunications and IT executive leadership experience in sales, marketing and operations, working for GTE (Verizon), Telecom*USA, MCI and ITC Holding Company. David holds a B.A. degree in Economics from the University of Virginia and completed the Executive Development Business Program at George Washington University.

Robert G. Byron

Chairman and Co-CEO, Blue Vista Capital Management

Robert G. Byron is the Chairman and Co-CEO of Blue Vista Capital Management. Robert sits on Blue Vista’s Management and Investment Committees. Robert has more than 40 years of real estate investment management and transaction experience, having completed $20 billion in real estate transactions in his career, including over $9.0 billion of transactions since forming Blue Vista. Prior to forming Blue Vista, Robert held the position of Chief Investment Officer for the McShane Corporation, a Chicago-based development and construction company. Prior to that, he led AEW Capital Management’s Investment Banking Group. Robert has also held senior positions with LaSalle Partners (now LaSalle Investment Management) and JLL, as well as assisted several Chicago-based real estate entrepreneurs in capitalizing and overseeing their real estate operations. Robert began his real estate career at VMS Realty Partners, where he served as general counsel and eventually moved to the transaction side of the business. Prior to that, Robert practiced law in Chicago. Robert earned a JD and a BA with Honors, from the University of Virginia. He currently serves on the University of Virginia’s Jefferson Scholarship Foundation Board, Architecture School Board, Jefferson Trust Board and the UVA Foundation Board. Robert is also a Trustee of the Urban Land Institute; an active member of the Pension Real Estate Association, Association of Foreign Investors in Real Estate and National Association of Real Estate Investment Managers; a member of the Board of Directors of the Posse Foundation; and a member of the Thomas Jefferson Foundation Summit (Monticello).

Sonny Kalsi

Founder, GreenOak Real Estate

Sonny Kalsi is a Founder of GreenOak Real Estate, a partner-owned, real estate investment management and advisory firm focused on creating value for clients. Sonny has over 26 years of experience in the real estate industry and founded GreenOak in 2010 alongside his partners, John Carrafiell and Fred Schmidt. Together, they set out to build a highly focused investment platform pursuing independent, discrete strategies in the United States, Europe and Asia with key focus in New York, Los Angeles, London, Madrid, Milan and Tokyo. Under the leadership of Sonny and his co-founders, GreenOak has raised over $8 billion of investment capital and currently manages over $11 billion of gross real estate assets.

Brian Goldberg

CFO, CSO & EVP of Corporate Development, Amplify Snack Brands

Brian Goldberg was formerly Chief Financial Officer, Chief Strategy Officer & Executive Vice President of Corporate Development of Amplify Snack Brands, Inc., a TA Associates investment, from 2014 through successful exit to The Hershey Company in 2018.  Mr. Goldberg led an Initial Public Offering of Amplify in 2015 and completed multiple acquisitions throughout tenure.   Mr. Goldberg was previously Chief Financial Officer at Badlands Power Fuels, LLC through successful exit to Heckmann Corporation in 2012 and served as the Chief Financial Officer and Chief Operating Officer at Sweet Leaf Tea Company, an L Catterton investment, through successful exit to Nestle in 2011.  Early in his career, he worked at New Capital Partners, a private equity firm, and served in financial planning and strategy roles at Pfizer and international corporate tax planning roles at Ernst & Young. From 2004 to 2005, Mr. Goldberg served as Vice President of New Capital Partners. Mr. Goldberg holds a Bachelor of Science in Management with a major in accounting from Tulane University, a Master of Accountancy with an emphasis in taxation from the University of Georgia and a Master of Business Administration from The Darden School at The University of Virginia.

Chris Stringer

President and Head of Private Equity, Private Advisors

Chris Stringer is responsible for overseeing the day-to-day activities of the firm, including investment management, client relationships, and marketing. Chris is also an Investment Committee member. Prior to joining Private Advisors, Chris was a Vice President at Jefferson Capital Partners, a boutique merchant bank with a focus on the healthcare, consumer, and business services industries. Prior to Jefferson Capital, Chris worked at Arthur Andersen L.L.P. Chris received a B.S. in Accounting from Florida State University and an M.B.A. from the Darden Graduate School of Business Administration at University of Virginia.

John Cambier

Founding General Partner, IDEA Fund Partners

John Cambier is a founding general partner at IDEA Fund Partners. Over the past 12 years, John has used a deep understanding of technology commercialization and company formation, along with his experience managing intellectual property, licensing and contracts, to help grow technology companies throughout the Southeast. At IDEA Fund Partners, John holds responsibilities for finance and investor relations functions, in addition to serving as a key member of the investment team and advisor to portfolio companies. John also serves as an advisor to the NC IDEA grants program, playing a key role in the company selection and mentoring process. Working in the technology sector since 1994, John has held various operational roles and was involved in the spin-off of four companies from MCNC, including the formation and ultimate sale of Cronos Integrated Microsystems to JDS Uniphase for $665 million in 2000. John received a B.A. in International Relations from Michigan State University and an M.B.A. from the University of North Carolina at Chapel Hill.

Bob Creeden

Managing Director, UVA LVG Seed Fund & New Ventures

Bob Creeden, Managing Director of the UVA LVG Seed Fund & New Ventures at the UVA Licensing & Ventures Group (LVG) supports the creation of high-quality ventures based on University technologies and leads the day-to-day operations of the $10 million UVA LVG Seed Fund. In addition to more than 30 years of experience in commercializing new technologies, both as an entrepreneur and investor, Creeden has more than 20 years of experience as an early stage venture capitalist in the Boston area. He served as Vice President of the Massachusetts Technology Development Corporation, an early stage venture firm that funds technology-based companies in Massachusetts, and then as General Partner at Egan-Managed Capital, a $150 million dollar Boston-based venture fund. In 2005 his effort to establish and implement the Partners Innovation Fund at Partners HealthCare was the culmination of his success as an entrepreneur, venture capitalist, and executive. Bob holds a BA in Economics from Holy Cross College and an MBA from Suffolk University, and for six years was a faculty member in the Entrepreneurial Leadership Program of the Gordon Institute at Tufts University.

David S. Jones

Co-founder and General Partner, Bull City Venture Partners

David is a Co-founder and General Partner of Bull City Venture Partners and a Partner at Southern Capitol Ventures. Prior to joining Southern Capitol Ventures, David was with Deloitte Consulting where he managed strategic technology projects for the newly formed Department of Homeland Security. David was on the boards of SCV portfolio companies ArtusLabs and AVIcode, and BrightContext. He is co-Founder and former Chief Technology Officer of medical device portal, Orthocopia.com, which provides surgical information to operating room professionals. David's background in technology stems from the military where he served as a Naval Aviator flying over 1900 hours in the P-3C Orion.  David served as the Weapons and Operations Officer during two deployments to the Mediterranean theater and North Atlantic and led a Naval Intelligence special projects crew testing cutting-edge technologies for acoustic and non-acoustic sensors and combat mission hardware and software. David received the Triangle Business Journal's "40 under 40" leadership award and is a frequent guest lecturer at UNC Kenan Flagler Business School.  He serves on the Steering Committee of the Ronald McDonald House of Chapel Hill and is on the Finance Committee of University Presbyterian Preschool in Chapel Hill, NC. He received his BS in Electrical Engineering from the US Naval Academy, his MS from the University of Virginia and his MBA from UNC Chapel Hill.

Patrick Connell

Managing Director & Head of Capital Raising, L&L Holding Company

Patrick Connell is a Managing Director and Head of Capital Raising at L&L Holding Company, LLC. Prior to joining L&L, Mr. Connell was a Principal at Riverstone Holdings LLC where he focused on raising capital for numerous private equity and credit funds, developing strategic partnerships, and managing existing relationships with institutional investors including pension funds, sovereign wealth funds, family offices, endowments, and foundations. Before joining Riverstone, Mr. Connell was an Associate at Partners Group where he was responsible for fundraising and investment origination. Mr. Connell started his career at J.P. Morgan Private Bank. Mr. Connell has an MBA from the University of Virginia Darden School of Business and a Bachelor of Science Degree in Finance from Boston College.

Peggy Roberts

Managing Partner, The Riverside Company

Peggy Roberts joined Riverside in 2004 and is currently Managing Partner and co-Fund Manager of Riverside’s largest fund, the Riverside Capital Appreciation Fund (“RCAF”).  Ms. Roberts has responsibility for the full breadth of organizational initiatives and priorities within the funds, including: management of the fund’s Human Capital (talent selection, performance management, and compensation systems); meeting with key investors on an ongoing basis and participating in fundraising; driving marketing and deal origination initiatives; and managing due diligence tools and third-party relationships.  Ms. Roberts also has administrative oversight of the funds’ budgets and portfolio performance monitoring. Previously at Riverside, Ms. Roberts was Managing Director of Organizational Development, a role she held from 2005-2010.  As head of the firm’s Organizational Development area, she was in charge of Human Resources, IT, and Strategic Planning for Riverside, globally.  During that period she participated in the planning and execution of the launch of two new fund products for Riverside, the opening of seven new offices, and the hiring of over 60 investing and operating professionals at all levels of the organization.  Ms. Roberts was instrumental in introducing automation to many parts of Riverside’s back office, in areas such as human resources, deal sourcing, investor relations and accounting. Prior to joining Riverside, Ms. Roberts spent two years as an Associate at Harris Williams & Co. and also worked at Robertson Stephens Inc. as a Senior Associate in the corporate finance, software division after earning her MBA with distinction from the Darden Graduate School of Business Administration at the University of Virginia (2001).  Prior to earning her MBA, Ms. Roberts worked as a consultant for four years in the Washington, DC office of Accenture, where she focused on business process and change management projects in the Telecommunications industry.  She holds a BS in German from Georgetown University (1995).

Mark Pacala

Operating Advisor, Oak Hill Capital Partners, New Spring Capital, and Blue Mountain Capital

Mark has over 30 years of combined healthcare, operating, and private equity experience. Mark presently serves as an operating advisor for Oak Hill Capital Partners, New Spring Capital, and Blue Mountain Capital, in addition to helping with angel round investments.  He currently also serves as Director of AccentCare, Inc., SmartPak, LLC, and Versma Systems, Inc. Previously, Mark was a General Partner and Managing Director at Essex Woodlands Health Ventures. Before Essex, he was Chairman and CEO of American WholeHealth, Inc. and also Chairman and CEO of The Forum Group. Mark also served as an executive at The Walt Disney Company as well as Marriott International. Mark received a BA from Hamilton College and an MBA from Harvard Business School.

Bill Stone

CEO, Mountain Lumber Co.

William (“Bill”) Stone is the Chief Executive Officer of Mountain Lumber Inc., an Axel Johnson Inc. company. Previously, Bill purchased Emergency Rental and Supply and still serves as the President and owner of the company. This experience led him to teach a class at the Darden School of Business at the University of Virginia called “How to Buy Your Own Business”. Before Emergency Rental and Supply, he worked at CarMax as the Assistant Vice President of Strategic Planning. Early in his career, Bill worked at Bain & Company as a Case Team Leader. He began his career serving in the U.S. Army and was promoted to the rank of Captain before returning to school. Mr. Stone holds a Bachelor of Science in Engineering from the United States Military Academy at West Point and a Master of Business Administration from the Darden School of Business at the University of Virginia.

Tom Decarlo

Vice President, New Mountain Capital

Tom Decarlo, Vice President, joined New Mountain in 2017. He was previously a Vice President at Partners Group, focused on direct real estate acquisitions and development. Prior to Partners Group, Tom worked at Delta Associates and the JBG Companies. Tom received his B.A. in History and Foreign Affairs from the University of Virginia in 2006. He received his M.B.A. from the Darden School at the University of Virginia in 2012. Mr. Decarlo is primarily dedicated to New Mountain Net Lease.

Past Conference Speakers

Past Keynote Speakers

  • Jeff Baker, Co-Founder & Managing Director of Siris Capital Group

  • Jonathan Coslet, Chief Investment Officer, TPG Capital

  • Peter Dolan, former head of Private Equity for The Harvard University Endowment

  • Gordon Hargraves, Partner, Private Advisors

  • Erik Hirsch, Vice Chairman & Head of Strategic Initiatives, Hamilton Lane

  • Larry Kochard, Chief Executive Officer, UVIMCO

  • Howard Marks, Co-Chairman and Co-Founder, Oaktree Capital Management

  • David Rubenstein, Co-Founder and Co-CEO, The Carlyle Group
  • Greg Turk, Director of Investments, Teachers Retirement System of Illinois

  • Elizabeth Weymouth, Partner and Managing Director, Riverstone Holdings

 

Past Speakers and Panel Participants

  • Bear Albright, Managing Director, Private Equity Investor Relations, Bain Capital

  • Chason Beggerow, Partner, Altius Associate

  • Richard Berkeley, Managing Member, Camden Partners

  • Robert Bruner, Dean, University of Virginia Darden School of Business

  • Bob Creeden, Managing Director, UVA LVG Seed Fund & New Ventures

  • Phil Clough, Managing GP, ABS Capital

  • Taylor Cole, Partner, Harren Equity Partners

  • Andrew Crowley, Managing Director, Markel Corporation

  • Tom Decarlo, Vice President, New Mountain Capital

  • Peter Del Presto, Adj. Professor of Finance, University of Pittsburgh / Former General Partner of PNC Equity Partners

  • Jonathan Ebinger, General Partner, Bluerun Ventures

  • David Fann, President & CEO, TorreyCove Capital Partners

  • Brian Farmer, Treasurer & Business Section Chairman, Hirschler Fleischer

  • Caitlin Fitzmaurice, Director, UVIMCO

  • Alexander Fraser, GI Partners

  • John Fruehwirth, Managing Partner, Rotunda Capital

  • David Glazer, Principal, Gladstone Investment

  • S. Scott Gregory, Partner, Snowbridge Advisors

  • Erik Gunnervall, Head of Client Solutions Americas, Partners Group

  • Kristin Gunther, Vice President, Revolution Growth

  • Henry Hager, Principal, KKR

  • John Harris, former CFO, The Carlyle Group

  • Mahboob Hossain, Senior Portfolio Manager, CalPERS

  • Sean Kelley, Principal and Director of Business Development, Gridiron Capital

  • Dave Kennedy, Director, Harris Williams

  • Dan Kipp, Winona Capital

  • Jason Kurtz, Accel-KKR

  • Charles Larkin, Webster Capital

  • Grant Lischick

  • John Loverro, Partner, Lexington Partners

  • Chris Lown, Morgan Stanley

  • Courtney McCarthy, CEO, CMC Strategic Investor Relations

  • Robert McGrail, Director of Legal Affairs, DUMAC

  • Bruce Miller, Managing Director, Investure

  • Brian Mooney, Managing Director, Cogent Partners

  • Dan Mulderry, Partner, Paul Capital

  • Muthu Muthiah, Associate Director of Investments, Spider Management
  • Robert Northrop, Resilience Capital

  • James Outland, Managing Partner, New Capital Partners

  • Mark Pacala, Operating Partner, Pamplona Capital

  • Jeff Parkinson, Managing Partner, KEC Ventures

  • Lisa Parks, Managing Director and Partner, Envest Capital Partners

  • Cheairs Porter, Harris Williams & Co

  • Biff Pusey, Partner, JoycePayne Partners

  • Todd Riggs, Operating Partner, Tenex Capital Management

  • Tom Ritchie, CI Capital Partners

  • Peggy Roberts, COO, The Riverside Company

  • Kevin Sterling, Goldman Sachs

  • Chris Stringer, President, Private Advisors 

  • Richard Tadler, Senior Advisor, former Managing Director and Chairman, TA Associates

  • Mike Thompson, The Riverside Company

  • George Urban, Partner, Harren Equity Partners

  • Tee Valentine, Partner, River City Corp

  • Alex Whittemore, Partner, Summit Partners

  • Felix Wibergh, Associate, Partners Group

  • Richard Wiltshire, Virginia Retirement Systems

  • John Young, Senior Advisor, Oaktree Capital Management