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Gary Appel has spent 35 years in the financial services industry. Currently he serves as Executive in Residence at Columbia Business School and on the Advisory Board of the Private Equity Program at Columbia Business School.
Mr. Appel is Vice Chairman of Corporate Investment-North America for Investcorp International Inc., a global manager of alternative investment products. Mr. Appel retired in 2012 as Vice Chairman of Castle Harlan, Inc., a global middle market private equity funds manager. Prior to joining Castle Harlan, he was Vice Chairman of Glencoe Capital, Ltd., a Chicago-based middle market private equity funds manager, and a member of its Investment Committee. While at Glencoe he co-founded and managed one of the first independent co-investment funds created for a state retirement system.
In the late 1990’s Mr. Appel was a Senior Managing Director of Bear Stearns, Inc. Prior to that for 17 years, he was with Donaldson, Lufkin & Jenrette, Inc. serving as a Managing Director and a founding partner of DLJ Merchant Banking. He was a member of DLJ Merchant Banking’s Board of Directors and its Investment Committee and has served on the boards of directors of numerous corporations across a variety of industries, as well as several not-for-profit institutions. He earned his BA with honors from Vassar College and his MBA from Columbia University.
Charles Buaron has recently joined Oak Hill as Principal. Formerly Mr. Buaron worked as Vice President at TPG Growth based in New York. At TPG Growth, Mr. Buaron focused on sourcing, evaluating and managing investment opportunities. Prior to joining TPG in 2015, Mr. Buaron was an investment professional at Perry Capital, a multi-strategy investment firm. Prior to Perry Capital, he was with Cerberus Capital Management where he evaluated and executed private equity investments across various industries. Mr. Buaron began his career in the investment banking division of Goldman, Sachs & Co. He received an A.B. from Brown University and a M.B.A. from Columbia Business School where he was a member of the school’s Value Investing Program. He is also a member of Grameen America’s National Leadership Committee.
At TA Associates, Jeff Barber focuses on growth capital investments, leveraged recapitalizations, and management-led buyouts of business services, consumer products, financial services, and other growth services companies. Mr. Barber has a BA from Johns Hopkins University (1995), with all university and departmental honors. He earned his MBA from Columbia Business School with honors and was a Beta Gamma Sigma Scholar.
Kenneth A. Buckfire is Co-President, Managing Director and co-founder of Miller Buckfire. He is also a vice chairman of Stifel, which acquired Miller Buckfire in December of 2012. Over the course of his career he has advised clients in a broad range of industries (including energy, food products, building products, broadcasting and information services) and has also managed principal investments in distressed companies and in the utility industry. Prior to founding Miller Buckfire, Mr. Buckfire was a Managing Director at Dresdner Kleinwort Wasserstein and served as Co-Head of the firm's financial restructuring group specializing in the restructuring and refinancing of highly leveraged companies. Before joining DrKW, Mr. Buckfire was a Senior Vice President at Lehman Brothers Inc. Mr. Buckfire is on the board of advisors of the Zell-Lurie Institute at The University of Michigan, and on the Board of Directors of the Philharmonic Symphony Society of New York. He is a trustee of Orpheus Orchestra, a member of the Weil Cornell Medical College Dean's Council, and has been a director and co-founder of several public and private corporations. Mr. Buckfire serves on the Advisory Board for Columbia Business School's Private Equity Program and received his M.B.A. from Columbia University and his B.A. in Economics and Philosophy from The University of Michigan.
Mr. Costello, currently based in Amsterdam, is a Managing Director of Secondary Investments for AlpInvest Partners, one of the largest private equity investment managers in the world and wholly owned by The Carlyle Group. AlpInvest’s activities cover a broad range of private equity investing, including Primary Fund commitments, Secondary purchases and co-investments. Mr. Costello was most recently a Senior Principal at the Canada Pension Plan Investment Board (CPPIB), where he was responsible for launching and leading the European Secondaries and Co-Investments platforms in London. In this role, he oversaw the growth of the London team and completed a number of transactions in various geographies as part of CPPIB’s global investment program. Mr. Costello originally joined AlpInvest in 2003 in the New York office, and was ultimately a Principal based in Hong Kong leading the firm’s Secondary efforts in Asia in 2013. He has lived and worked in the United Kingdom, Hong Kong, the United States and Canada. Mr. Costello received his MBA from Columbia University in New York and an Honors Business degree (HBA) from the Ivey School of Business at Western University in Canada. He is also a CFA Charterholder.
David E. DeLeeuw is a founding partner of Lion Chemical Partners, a private equity firm focused on investing in premier businesses operating in the chemical and related materials industries. Mr. DeLeeuw founded Lion Chemical Partners with his brother, Peter DeLeeuw, in 2014. Prior to Lion Chemical Partners, David and Peter founded Lion Chemical Capital in 2001, and since the Firm's founding, Lion Chemical has invested and/or advised on transactions in the chemical industry valued at over $4 billion.
Mr. DeLeeuw also serves as Chairman of Lion Cao Asset Management, an investment management firm which he co-founded in 2005 that specializes in private equity, direct investments, co investments and funds. Prior to establishing Lion Chemical Partners and Lion Cao Asset Management, Mr. DeLeeuw was a founding partner of McCown DeLeeuw & Co., which invested over $1 billion in 40 leveraged platform acquisitions. Over a 20 year period, Mr. DeLeeuw led or played a key role in numerous financings for McCown DeLeeuw including IPOs, mezzanine debt, bonds, and private financings, as well as acquisitions, divestitures, and secondary offerings. Prior to founding McCown DeLeeuw in 1984, Mr. DeLeeuw led the leveraged acquisitions group at Citibank, and was previously at W.R. Grace & Co., and Paine Webber in New York and Tokyo.
Mr. DeLeeuw has served on more than 25 Boards (with several listed on the NYSE or NASDAQ), often as Chairman or Vice Chairman. He is, and has been, an active personal investor in numerous start-ups, late stage Venture and Private Equity transactions as well as Private Equity Funds and Hedge Funds. Through their Foundation, Mr. DeLeeuw and his wife, Treva, are avid supporters of many of New York's cultural, medical, and educational institutions, including The Metropolitan Museum of Art, the School of American Ballet, the Hospital for Special Surgery, and Columbia University, where Mr. DeLeeuw is currently an Advisory Board Member of the Private Equity Program. He has also served as a visiting lecturer at Columbia Business School and Harvard College. Mr. DeLeeuw received an MBA from Columbia University, and a BA in History from Lafayette College.
Hythem El-Nazer is a Managing Director with TA Associates, a global growth private equity firm headquartered in Boston. He focuses on investments in software and technology-enabled companies. He currently serves on the Board of Directors of Accruent, Bomgar, Gamma Technologies, Idera, MicroSeismic, Mitratech and TEOCO. Hythem has led or was actively involved in over a dozen investments including AboveNet, Aicent, Answers, Idea Cellular, MetroPCS Communications, RGM Advisors and WIND TELECOM. Prior to joining TA in 2004, he worked in the U.S. and the Middle East offices of McKinsey & Company and in the Investment Banking Department of Donaldson, Lufkin & Jenrette in New York.
In 2012 he was appointed by President Obama to the Board of Directors of the Egyptian-American Enterprise Fund, a $300 million private equity fund seeded with U.S. Government funds to promote the development of the Egyptian private sector with a particular focus on small- and medium-sized enterprises. Hythem received a General Course degree from the London School of Economics and Political Science, an AB degree in Economics from Brown University and an MBA degree from Columbia Business School.
Mr. Sean Epstein is the Head EMEA/MEE of SAP's Global Private Equity Program. He is also Vice President of Global Private Equity Strategy. He is responsible for partnerships and alliances with many of the world’s largest Private Equity firms and global funding institutions. The SAP Private Equity team is chartered with originating, influencing and supporting business development with PE firms and their portfolio companies. In his role since 2011 he has been responsible for helping to launch the business in Asia, expanding its footprint in EMEA/MEE & the Americas, and scaling the business to $350M+ revenue. He is also actively involved in innovation and thought leadership for boards of directors and CEO’s.
Mr. Epstein had previously served as the Executive Director of Global Value Management for SAP since 2008. In this capacity he was responsible for the creation and scaling of the SAP Value Academy programs and initiatives which drove over $500M in revenue and pipeline during. He began his career at SAP in 2007 as a Senior Principal in the North America Value Engineering organization. Prior to SAP Mr. Epstein held a number of senior leadership roles at the Corporate Executive Board (EXBD) including leading executive advisory functions and helping to develop and scale the global product support organization which drove over $100M in revenue across his tenure. Mr. Epstein has also held roles as a Senior Consultant for the San Francisco merchant bank Arch & Beam where he led part of the $3B divestiture of Agilent Technology from Hewlett Packard and as Director of Corporate Development at New York City’s Bigfoot Interactive where he helped the firm raise over $50M in venture funding, launched Bigfoot Japan, and ink deals with the biggest marketing agencies and PR firms.
Mr. Epstein holds a bachelors degree in Political Science & History from The University of Virginia and a Masters in Business from Columbia Business School.
Stewart Gross is a Managing Director of Lightyear Capital and a member of the Investment Committee. Prior to joining Lightyear Capital in May 2005, Mr. Gross spent 17 years at Warburg Pincus, where he was a Partner and member of the Operating Committee. Mr. Gross began his career as a Financial Analyst in mergers and acquisitions at Morgan Stanley. Mr. Gross serves on the Board of Directors of Lightyear Capital portfolio companies Cetera Financial Group, Flagstone Reinsurance Holdings Limited, and Higher One Holdings, Inc. Mr. Gross received his undergraduate degree from Harvard University and an MBA from Columbia Business School.
Rebecca John joined Lexington Partners in July 2001 as a member of the secondary investment team evaluating U.S. middle market buyout funds. Since 2001, she has also been engaged in the firm's fundraising efforts and closely involved in the firm's relationships with investors. In January 2006, she assumed full-time responsibility for Lexington's global fundraising and investor relations functions encompassing more than $33 billion in capital under management from over 300 leading global institutional investors. Prior to joining Lexington Partners, she worked for Merrill Lynch Investment Management in Singapore and Ernst & Young in both Singapore and Australia. She graduated from the University of Melbourne with a BCom, is an Associate of the Institute of Chartered Accountants in Australia (CA), and obtained her MBA from Columbia Business School.
Jeff Rojek is a 20+ year partner at KPMG and is the Global Lead Partner on a number of the Firm’s most significant Private Equity client relationships. Jeff’s experience at KPMG includes Lead Partner roles on the Firm’s Global Banking clients, four years living Asia leading our large financial services relationships, and two years in KPMG’s National Office. In 2008 Jeff joined GLG Partners Inc., a NYSE listed alternative asset manager with $26B of AUM, as their Chief Financial officer. After successfully selling GLG to the Man Group in 2011, Jeff rejoined KPMG in 2013. He has an MBA from Columbia ’96 and a BS from Fordham University ’91.
Alan joined AEA in 1989 as a Partner and currently co-heads the AEA small business fund and is a Partner of the AEA middle market fund. He concentrates his activities in the industrial and business services sectors and serves as a board member of several portfolio companies of both funds.
As a Partner from 1989 to 1999, Alan invested primarily in industrial, consumer and retail companies, overseeing many of AEA’s successful investments during that period. Alan left AEA in 1999 and joined Peter Solomon Company, a boutique advisory firm, and then returned to the private equity business in 2002 with Saratoga Partners. He rejoined AEA in early 2004 and helped establish the AEA small business fund.
Prior to joining AEA, from 1984 to 1989, Alan was with Lehman Brothers, first in the mergers and acquisitions department and then with the principal investment group. Previously, Alan worked at Citicorp and Pricewaterhouse and became a Chartered Accountant in England in 1980. Alan received his MBA from Columbia University in 1984 and a BSc (First) in Mathematics from King's College London in 1977. He became a Chartered Accountant in England in 1980.
Steve Winograd is currently a Managing Director of PennantPark Investment Advisers, a leader in providing middle-market companies with creative and flexible debt and equity financing. The firm manages approximately $2.5 billion across three middle market-focused credit funds. At PennantPark, Mr. Winograd is responsible for originating, structuring, executing and managing investments in clients based primarily on the East Coast of the United States.
Prior to joining PennantPark in September 2015, Mr. Winograd spent 30 years as an Investment Banker with a focus on originating and executing leveraged finance, M&A, public and private equity, and restructuring transactions for private equity firms and their portfolio companies across a wide variety of industries. During his investment banking career he completed over 250 transactions with aggregate value in excess of $200 billion and held senior positions in, and in some cases ran, the Financial Sponsors Groups at a number of other leading investment banks including Bank of America Merrill Lynch, Deutsche Bank, Bear Stearns, BMO Capital Markets, and Drexel Burnham Lambert. Mr. Winograd also spent two years as a General Partner of The Blackstone Group Private Equity Fund as well as two years as a Partner of the Argosy Group, a restructuring advisory firm.
Mr. Winograd currently serves as an Independent Director of the parent company of Shopko Stores, a general merchandise retailer with annual revenues in excess of $2.5 billion that operates approximately 380 stores in 26 states throughout the Midwestern, Northwestern and Southwestern regions of the United States. Previously he served as an Independent Director of Caesars Entertainment Operating Company, the principal operating subsidiary of Caesars Entertainment Corporation, one of the world's largest and most diversified casino-entertainment companies as well as The Gymboree Corporation, a specialty retailer of high-quality clothes and accessories for children, and an affiliate of Linn Energy, which was one of the top-20 independent oil & gas exploration & production companies in the US. He holds a BA from Wesleyan University and an MBA from Columbia Business School, where he was elected to the Beta Gamma Sigma Honor.
Alisa A. Wood (New York) joined KKR in 2003 and is a member of the Client and Partner Group. She has been actively involved in the Firm’s global capital raising activities along with the creation of KKR Private Equity Investors. Currently, she heads the product specialist area globally for all private market activities, including private equity, energy & infrastructure and real estate. She also leads the Firm’s capital raising efforts in Latin America. Prior to joining KKR, Ms. Wood was with Deutsche Bank’s Private Equity Group where she worked on the institutional placement and structuring of private equity, venture capital, real estate and securitized debt products. She holds a B.A. from Columbia College and an M.B.A from Columbia Graduate School of Business. Ms. Wood currently sits on the Columbia Business School Private Equity Board as well as the Convent of the Sacred Heart Board of Trustees, as well as co-chairs the Columbia College Young Leadership Council.