To apply to become a member of the executive speaking faculty, please complete our online JOF questionnaire. Review the preliminary topic outline, suggest other topics, and tell us about yourself and your expertise. For more information about opportunities to join our faculty, please contact:
Don Buford, Founder & CEO, iiBIG
Dan Alpert, Managing Partner, Westwood Capital LLC
Daniel Alpert is an American investment banker, think tank fellow, professor and author. He is best known for his writing on the credit bubble and the ensuing financial crisis of the 2000s, and his many articles and papers on the U.S. housing market, banking, regulatory matters and global macroeconomics. He is the author of “The Age of Oversupply: Confronting the Greatest Challenge to the Global Economy” (Penguin Portfolio) on the effect of macroeconomic imbalances on advanced economies. Mr. Alpert is founding Managing Partner of the New York-based investment bank Westwood Capital, LLC and its affiliates, and has more than 35 years of international merchant banking and investment banking experience. In February, 2018, Mr. Alpert was named a senior fellow in financial macroeconomics and an adjunct professor of law of Cornell Law School. Mr. Alpert joined Cornell Law’s Clarke Program on the Law and Regulation of Financial Institutions and Markets, part of the Jack G. Clarke Business Law Institute. Mr. Alpert was named a fellow (in economics and finance) of The Century Foundation in January 2012. He is also a member of The Economic Club of New York, the Bretton Woods Committee, the Scholars Strategy Network and is on the advisory board of The Coalition for a Prosperous America, a non-partisan organization representing agricultural, manufacturing and labor interests on the issue of global trade. Mr. Alpert is also on the advisory board of the Cornell Research Academy of Development, Law, and Economics (CRADLE) part of the Mario Einaudi Center for International Studies.
Doug Bunim, Director, OFS Capital Management
Doug Bunim is a Director of OFS Capital Management’s direct lending strategy, which provides flexible debt financing and minority equity solutions to middle market U.S. companies. Doug is based in New York and has nearly 15 years of investment experience across the capital structure, in private equity and debt investing in the middle market and lower middle market. At OFS, Doug is responsible for sourcing, evaluating and executing investment opportunities, as well as portfolio management. Prior to joining OFS, Doug held positions at Tamarix Capital Partners, an investment firm dedicated to providing flexible financing solutions to lower middle market companies. Prior to that, he held various positions at H.I.G. Capital in the middle market private equity group, and at Fenway Partners, a private equity firm focused on middle market buyouts. Doug received a B.S. in Finance and Accounting with a minor in Politics from New York University’s Leonard N. Stern School of Business.
Brendan Carroll, Senior Partner and Co-Founder, Victory Park Capital
Brendan Carroll is a Senior Partner at VPC, which he co-founded in 2007. He is responsible for sourcing, evaluating and executing private debt and equity investment opportunities, including assisting portfolio companies with strategic initiatives. Mr. Carroll also manages the co-investment process, fundraising and investor relations. Mr. Carroll is a member of the firm’s Senior Leadership Team and Investment Committee. Mr. Carroll serves as member of the board of directors of VPC portfolio companies, Enteris Biopharma and johnnie-O. Previously, as a member of the Solutions Group at Magnetar Capital, Mr. Carroll specialized in direct financings to lower middle market companies. He has held various investment banking positions at William Blair and Robertson Stephens, specializing in corporate finance and mergers and acquisitions. Mr. Carroll has also worked in various capacities for former U.S. Senator Joseph Lieberman (I-CT). Mr. Carroll received a B.A. with honors in government from Georgetown University and an MBA from Harvard Business School. He speaks frequently on debt and private equity investing issues and has served as a guest lecturer and panelist at the University of Chicago’s Booth Global School of Business, Northwestern University’s Kellogg School of Management and Harvard Business School. Mr. Carroll is also a member of the Board of Regents at Georgetown University, the Finance Council of the Archdiocese of Chicago, the Board of Trustees at National Louis University and Loyola Press. He is also a director on the board of the Ann & Robert H. Lurie Children’s Hospital of Chicago and is also a member of the board’s Finance Committee.
Alex Dashiell, Senior Managing Director, US Private Capital Team, BlackRock
Alex Dashiell is a Managing Director at BlackRock’s US Private Capital Group where he is responsible for originating, structuring and managing new middle market investments. Mr. Dashiell is a member of BlackRock’s US Private Credit Group’s (“USPC”) investment committee. Before joining Blackrock, Mr. Dashiell served as a Managing Director at Ares Management where he was responsible for originating, underwriting and structuring private debt investments for Ares. Prior to joining Ares in 2010, he was a Senior Associate at Allied Capital, where he was responsible for both debt and equity financings. Prior to that, Mr. Dashiell was an Associate in the Investment Banking Group at Bank of America Securities, focused on mergers and acquisitions and debt financings. He joined Bank of America as a Credit Analyst in 2001. Mr. Dashiell is a CFA Charter-holder and earned a B.S. in Finance and French from the McIntire School of Commerce at the University of Virginia.
Mark Fox, Director, Head of Apex Credit, PAAMCO (KKR Prisma)
Mark Fox (New York) joined PAAMCO Prisma in 2017 and is the Head of Apex Credit. Mr. Fox has spent his 16-year career as a principal investor in the credit markets. Prior to joining PAAMCO Prisma, Mr. Fox was a Senior Vice President in the Distressed and Restructuring Group at Bain Capital Credit. There, he spent over 7 years investing in secondary distressed bank loans and bonds, rescue financings, DIPs, junior capital injections and private capital solutions. In addition, he led a number of in-court and out-of-court restructuring processes on behalf of both the Performing Credit and Distressed groups within Bain. Prior to Bain Capital Credit, Mr. Fox worked a Greywolf Capital, a special situations credit fund that invests across the credit spectrum and up and down the capital structure. Mr. Fox began his career at Bain Capital Credit in the Boston office working in teams covering industries such as chemicals, metals & mining, gaming and lodging, automotive suppliers and telecommunications. Mr. Fox earned a B.A. in Economics from Tufts University and an M.B.A. from Harvard Business School.
Tom Goila, Managing Director, Comvest Partners
Tom is responsible for originating, structuring and managing investments for Comvest’s direct lending strategy. Prior to joining Comvest, Tom was a Senior Restructuring and Finance Consultant with CarePayment, a healthcare patient financial engagement company. Tom served over nine years at Goldman Sachs, starting as a Vice President and then as a Director in the Specialty Lending Division. Tom received a B.A. in accounting from Furman University.
Martha Gurwit, Managing Director, Antares Capital
Martha is a managing director with Antares Capital. Martha has been with Antares and its predecessor company since December 2007. She is on the Capital Markets team, responsible for structuring and syndicating leveraged loans for private equity sponsors. She has spent the majority of her career in leveraged finance, first at Republic National Bank in Houston and then J.P. Morgan Chase in Houston and New York City. Martha earned a bachelor’s degree in finance from the University of Missouri and an MBA from the University of Houston.
Jeff Hammer, Managing Director, Illiquid Financial Assets Group, Houlihan Lokey
Jeff Hammer is a Managing Director and Co-Head of Houlihan Lokey’s Illiquid Financial Assets practice focused on customized transactions for holders of illiquid securities. He has more than two decades of experience in principal investing, investment banking, and building businesses in the private markets. Mr. Hammer is based in the firm’s New York office. Mr. Hammer has led transactions involving portfolios of minority equity, structured settlements, non-performing loans, hedge fund LP interests and side-pocketed assets, private equity LP interests, life settlements, equity co-investments, and intellectual property. He has worked on behalf of clients including Pequot Capital Management, PartnerRe, Plainfield Asset Management, BNY Mellon/Ivy Asset Management, Synovus Bank, Octavian Advisors, and Fortress Investment Group as either a sell-side or buyside advisor, and as a financial advisor in highly structured fund recapitalizations and restructurings. Before joining Houlihan Lokey, Mr. Hammer was a Senior Managing Director at Bear Stearns & Co., where he was the Global Head of Origination for the Private Funds Group. Mr. Hammer also co-founded BDC Financial Inc., a firm that provided customized private equity investment management and advisory services to institutional and high-net-worth investors, which was sold to Bear Stearns. Mr. Hammer also founded two other investment management firms: Gotham Investment Group, a real estate investment company capitalized by Nomura Securities, and Commonwealth Property Investors, an investment management firm formed by AEW Capital Management and the AT&T Pension Fund. Both firms focused on making direct principal investments in the former Soviet Union. Previously, Mr. Hammer held investment banking positions at Morgan Stanley and Goldman Sachs. Mr. Hammer received an A.B. from Princeton University and an MBA from Harvard University.
Matthew Harvey, SVP, PCG Direct Lending
Matt Harvey is a Senior Vice President in Prudential Capital Group’s Alternatives Group, located in Chicago. He is responsible for originating and underwriting Direct Lending investments, managing the portfolio, supporting the firm’s fundraising efforts, and leading the team that supports Direct Lending efforts. He joined Prudential in 2003, originally on a team in the Chicago Corporate Finance office responsible for private placement investments throughout the Midwest region of the U.S. Matt then joined Prudential Capital Partners, the middle-market mezzanine debt and structured equity fund management business sponsored by Prudential Capital Group, in 2005 until 2012, when he relocated to the London office to lead Pricoa’s mezzanine investment efforts. He returned to Prudential Capital Partners in 2015 before leading Prudential Capital Group’s Direct Lending initiative in 2018. Matt received a BS from DePaul University.
Stephen Healey, Managing Director, CapX Partners
Stephen Healey joined CapX Partners in February 2014 and is responsible for business development in the Northeast. Steve opened the firm’s Boston office and provides creative loans and leases backed by fixed assets and equipment to middle market companies in diverse industries. Prior to CapX, Steve was Managing Director at several financial institutions including Full Circle Capital, CapitalSource, and Fleet Bank. He is a graduate of Harvard University and has over 25 years of experience in the finance industry.
Brett Hickey, CEO, StarMountain Capital
Brett Hickey is the Founder & CEO of Star Mountain Capital, a specialized investment firm bringing large market capabilities and resources to established small and medium-sized private businesses. Star Mountain’s distinctive investment platform provides superior information, relationships and resources to the lower middle-market through three complementary verticals: (i) Direct Investments in Businesses, (ii) Strategic Primary Fund Investments (including to SBIC funds), and (iii) Secondary Fund Investments. Star Mountain provides its portfolio companies (generally cash flow positive businesses with $10 million to $150 million of annual revenues) with strategic capital, human resources and relationships to grow and achieve their business objectives. Star Mountain’s unique “Collaborative Ecosystem” includes custom-built technology, an educational and networking events platform, experienced team members who have run multi-billion-dollar investment platforms and over 25 advisors who are former senior executives from firms such as Morgan Stanley and Goldman Sachs. Star Mountain represents one of the largest small and medium-sized business investment platforms in the U.S. with a portfolio of over 200 companies and local investment partners in over 20 cities. Mr. Hickey has been investing in private U.S. small and medium-sized businesses since 2004. Prior to being a principal investor, he was an Investment Banker at Salomon Smith Barney / Citigroup where he covered asset managers and financial institutions. In that role, Mr. Hickey analyzed and underwrote leading fund managers and financial institutions across multiple asset classes, ultimately working on over $20 billion in completed strategic acquisitions and capital raises. Mr. Hickey received a Bachelor of Commerce with Distinction from McGill University (Finance Major and Accounting Concentration) and graduated from Harvard Business School’s Owner/President Management Program (three-year executive program for business owners). He is a frequent guest lecturer on industry panels and at academic institutions. Mr. Hickey is also a former Canadian national gold medalist and North American medalist in speed skating.
Stephanie Hogue, Managing Director, PwC
Stephanie is a Managing Director at PricewaterhouseCoopers Corporate Finance LLC based in New York. Stephanie has nearly 15 years of experience in investment banking, in M&A, Structured Finance, and Debt Capital Markets. Having worked in New York, Sao Paulo, and Mumbai, Stephanie has advised clients globally on capital raising, structuring, as well as syndicated deals in both the loan and private bond markets. Prior to joining PwC, Stephanie was with Standard Bank of South Africa, Natixis, and Calyon in various debt capital markets and structuring capacities throughout the Americas. At PwC, Stephanie is responsible for working with clients across industries considering raising debt capital from the private markets, as well as leading the execution teams for those transactions. Stephanie advises clients on the structuring and pricing of transactions, managing deals from the commercial discussions around the need for capital, through evaluation of options, identification of potential investors, to financial close with institutional financiers. Stephanie holds an MBA in Finance and Accounting from the University of Rochester, and a BS of Business from Miami University. She is a Series 24 Principal and also holds her Series 7, 63, and 79 licenses.
Daniel Lee, Partner, Comvest Partners
Dan is a Partner and serves as a member of the Investment Committee for Comvest’s direct lending strategy. He is responsible for originating, structuring, and managing investments. Prior to joining Comvest, Dan was a Senior Director with Dymas Capital Management, where he served on the Investment Committee and was instrumental in the formation and growth of the firm from its start-up phase to an established middle-market finance company. He has served as a Managing Director at Square 1 Bank and Kugman Partners, and as an investment banker at Salomon Smith Barney. Prior to getting his MBA, Dan began his career with Arthur Andersen and Heller Financial’s Corporate Finance Group. Dan received an M.B.A. from the University of Michigan and a B.A. from the University of Notre Dame.
Ira Perlmuter, Founder and Managing Director, T5 Equity Partners
Ira Perlmuter heads all direct private equity investing for a very large, sophisticated, international family office. He has completed ten control buyouts of companies, including four in bankruptcy (and beat out three stalking horse bidders), and also acquired a community bank. He serves as Chairman of five of these companies and also as Chairman of the bank’s Credit and Board-level Compliance Committees. Ira is also on the Board of the Bank and its holding company. He has also initiated, negotiated and concluded joint ventures with an off-shore, billionaire family office, and with the $17 billion, BYD group of companies, and with a family office-backed truck manufacturer, etc. In addition, Ira led the efforts to win multi-billion dollar oil and gas licenses in Cyprus, to acquire an eastern European truck manufacturer, a middle eastern airline, a middle eastern bank, a Mexican maquiladora, a Canadian restaurant chain, a U.S. restaurant chain, a major automotive manufacturer’s medium duty truck manufacturing business, a $2 billion real estate portfolio, etc. Mr. Perlmuter manages over $17 billion of complex, U.S. and international, restructuring, turnaround and bankruptcy/distressed M&A experience as a banker, investment banker and as a family office principal in over 50 different industries. He was selected as Emerging Private Equity Manager of the Year, 2010
Warren Philipp, Principal, Stonehenge Structured Finance
Warren Philipp is a Principal at Stonehenge Structure Finance Partners where he provides focused and innovative financing solutions for the specialty finance, fintech, asset management and collateral servicing business segments. Principal investor in various business models that utilize traditional asset backed finance structuring techniques to optimize balance sheets for lenders. Can source or provide capital across the balance sheet from start-up equity to senior lines of credit. Particular emphasis on risk management and analysis of the probability of default and loss-given default under various portfolio stress situations. Trusted adviser to Boards, management groups, and investors.
David Robbins, Managing Director, Monomoy Capital Partners
David Robbins is the Managing Director responsible for leading Monomoy efforts to invest in underperforming middle-market businesses through debt securities. David is also, at six feet five inches, the tallest member of the Monomoy team, but he still can’t dunk a basketball (not even close). Prior to joining Monomoy, David was a Managing Director at H.I.G. Bayside Capital, where he focused on credit opportunities across a range of industries. Previously, he was co-head of the distressed debt investment team at GSC Group; and a junior investment professional in Blackstone’s private equity practice. Throughout his career, David has played a significant role on the creditor committees and boards of public and private corporations. In addition to his athletic prowess, David is a serious fan of all things James Bond. He has read everything ever written by Ian Fleming and he has seen every Bond movie ever made (even the Timothy Dalton films). David graduated from The Wharton School of the University of Pennsylvania with a B.S. in Economics.
Konnin Tam, Managing Director, Co-head Secondaries & Liquidity Solutions, Blackrock
Konnin Tam, Managing Director, is co-head of Secondaries and Liquidity Solutions in the Private Equity Partners business of BlackRock Alternative Investors. Prior to joining BlackRock in 2018, Konnin was a Managing Director and Portfolio Manager for private equity strategies in the Alternative Investments & Manager Selection (AIMS) Group at Goldman Sachs & Co. in New York. He served on the AIMS Private Equity Investment Committee which approves all secondaries, primaries and co-investments globally, and was also a member of the AIMS Real Estate and the AIMS Credit, Distressed and Opportunistic Investment Committees. Konnin has over 14 years of experience at Goldman Sachs Asset Management investing across private equity secondaries, primaries and direct co-investments. Prior to joining the AIMS private equity business in 2004, Konnin was an Associate in the Global Natural Resources Group in the Investment Banking Division at Goldman Sachs, based in New York. He began his career at Goldman Sachs in 1999 and was named Managing Director in 2010. Konnin earned a BS in Economics from The Wharton School of the University of Pennsylvania in 1999.
Rodrigo Trelles, Co-Head Capital Solutions, UBS O’Connor LLC
Rodrigo Trelles is a Managing Director and Portfolio Manager for the O’Connor Capital Solutions business within UBS O’Connor LLC. He is based in New York. Mr. Trelles focuses on structured credit investing, corporate direct lending, asset acquisitions and asset finance in the U.S. and internationally. Since joining O’Connor in 2015, he has been actively involved in launching the Private Credit business and actively negotiating and closing transactions across structured credit, real estate and corporate credit. Prior to joining O’Connor, Mr. Trelles led Risk and Trading for the US Credit Opportunities Group and was the Risk Manager for the Asset Finance book. Prior to that role, Mr. Trelles headed Deutsche Bank’s Structured Finance team for Latin America. Mr. Trelles began his career at the Argentine Ministry of Finance where he was a Debt Coordinator. Mr. Trelles received his MBA from the University of Chicago Booth School of Business and his B.A. from Universidad Argentina de la Empresa.
Tedmond (Ted) Wong, Principal, The Firmament Group
Tedmond Y. Wong is a Principal at The Firmament Group, where he is involved in all aspects of the firm’s investment activities. Mr. Wong is responsible for transaction execution, the firm’s international expansion efforts, and recruitment and training of junior investment professionals. Mr. Wong currently serves on the Board of Directors for Denali Water Solutions, Logistyx Technologies, and Transferre Technologies. While at Firmament, Mr. Wong has sourced and lead execution on over 100 deal opportunities across diversified sectors, with an acute expertise within the Transportation & Logistics and Waste & Environmental Services industries. He has mastered the legal process from all angles and deeply understands the driving forces behind deal structures having negotiated a myriad of investment scenarios. Mr. Wong has executed numerous private debt transactions in complex “layer cake” structures, where Firmament has participated alongside banks, senior and junior lenders to deliver complete financing solutions to borrowers. Mr. Wong has invested in straight unitranche, first out / last out, upside down unitranche, and traditional senior / mezz structures. Mr. Wong can speak to how and when the aforementioned structures are effective and key business and legal considerations. Mr. Wong holds an MBA, with a concentration in finance, from The Wharton School where he served as Co-Chair of the Wharton Restructuring & Distressed Investing Conference. Mr. Wong also holds a J.D. from Penn Law School, where he served as an editor of the Penn Law Review. Mr. Wong received his B.A. cum laude in economics from Harvard University.