Diversified Search Group
Hunt Scanlon Media presents

Private Equity Recruiting:

Linking Talent to Value

Join us on May 1, 2019 at the Harvard Club of New York City for a captivating full-day conference exploring how the private equity community is reimagining how they recruit, develop, manage, engage and retain 21st century talent.





Rob Adams


Rob Adams Moderator – Hunt Scanlon Media


Alex Panas


Alex Panas Senior Managing Partner & Global Leader Private Equity – McKinsey & Company

Getting the best people into the most important roles does not happen by chance. It requires a disciplined look at where the organization really creates value and how top talent contributes. In this opening keynote presentation, McKinsey & Company senior partner Alex Panas examines how companies can more closely connect their talent and their opportunities to create value by using quantifiable measures. Properly allocating talent, he argues, is as important as allocating capital.



Annmarie Neal


Annmarie Neal Chief Talent Officer – Hellman & Friedman

Transformational change today more often than not occurs through the lens of human capital. As chief talent officer at Hellman & Friedman, Annmarie Neal helps drive the value of portfolio companies by focusing on, and improving, their organizational and leadership effectiveness. In her view, value creation begins and ends with a well-rounded approach to talent management. In this unique case study presentation, she outlines how to use talent as the foundation for organizational growth and examines why people are the strategic differentiator for organizations undergoing transformational change.




Networking Break


Mercedes Chatfield-Taylor (Moderator)


Mercedes Chatfield-Taylor (Moderator) Venture Capital & Private Equity Lead – Caldwell

For private equity firms, nothing is more important than the leaders they place into the companies they oversee. Their money is at risk and their reputations are at stake. Hiring the right people can bring great returns – and that has made leadership the new bottom line for the PE sector. In this panel discussion, private equity operating executives and executive recruiters weigh in on how to deliver the best talent faster and at the right cost.

Jonathan Korngold
Managing Director, Global Head of Financial Services
General Atlantic Partners

John Marshall
JM Search

Kenna Baudin
Head of U.S. Private Equity 
Egon Zehnder

Julie Zide MandelTBD



George L. Davis Jr. (Moderator)


George L. Davis Jr. (Moderator) Managing Partner – Davis Partners

Big Data and advanced analytics promise profound competitive hiring advantages, yet few companies master the alchemy of people, tools, data and strategic focus. The following panel comprised of talent acquisition experts from both the PE sector and executive search discuss the latest arsenal of tools available to help fine tune predictive capabilities when hiring for C-suite leadership roles or hoisting teams into place. Here, they navigate us through the most cutting edge technologies that help validate their hiring choices.

Ted Bililies Ph.D.
Managing Director & Chief Talent Officer

Lori R. Sabet
Chief Human Resources Officer
The Carlyle Group

Susan Levine
Managing Director, Head of Talent Development
Bain Capital





Champagne Reception



Ben Holzemer


Ben Holzemer Partner, Global Head of Human Capital – TPG

Overseeing the talent team of a PE firm is a potentially attractive career move for corporate chief talent officers, CHROs, and senior players in the search and leadership advisory business. It can come with immense rewards and new challenges and opportunities. But the role is complex and still evolving – combining senior level talent management best practices with leadership assessment, succession planning and culture shaping acumen – all focused on the goal of value creation and improving team dynamics and business performance. In this presentation, Ben Holzemer – a former executive search and leadership advisory consultant with Spencer Stuart – examines the unique culture and demands of private equity and the competencies required to transition successfully into the space as a talent leader.  



Introduction by: Alan Guarino
Louis Eccleston


Introduction by: Alan Guarino Vice Chairman – Korn Ferry Louis Eccleston Chief Executive Officer – TMX Group Ltd.

How do you reverse multiple down years on your bottom line? If you’re the chief executive of Toronto’s TMX Group, you create a talent strategy and focus on executive leadership. In this keynote presentation, CEO Lou Eccleston reveals how he added $2 billion in market cap to TMX in just 36 months by embracing disruption and building a value chain centered on people. Alan Guarino, vice chairman at Korn Ferry, tells us why talent solutions partners have come of age.



J. Michael Chu


J. Michael Chu Global CO-CEO – L Catterton

L Catterton combines financial and intellectual capital to bring lasting value and sustainable growth to its impressive portfolio of companies. So it comes as no surprise that what keeps this firm’s global Co-CEO up at night is people. “Do we have enough talent in place,” he asks himself, “and how do we take our high potentials and develop them into leaders to grow and innovate more.” In this closing keynote presentation, J. Michael Chu explains how his philosophy of ‘liberating the human spirit’ and his relentless focus on talent impacts value.

Rob Adams

Closing Remarks

Rob Adams Moderator – Hunt Scanlon Media


Private equity firms are in a bidding war for top talent – and those moving decisively for the right leadership are winning. Hunt Scanlon Media is convening 300 private equity leaders, chief talent officers and executive recruiters at the Harvard Club in New York on May 1, 2019 to explore the link between talent and value. We examine why success in the PE community – long synonymous with value creation – is now tied inextricably to talent.

Private Equity Recruiting: Linking Talent to Value’ will include leaders from across the field, including: Alex Panas, senior managing partner & global leader private equity at McKinsey & Company; Annmarie Neal, chief talent officer at Hellman & Friedman; Mercedes Chatfield-Taylor, private equity lead at Caldwell; Jonathan Korngold, managing director at General Atlantic Partners; John Marshall, CEO of JM Search; Kenna Baudin, head of U.S. private equity at Egon Zehnder; George Davis, managing director at Davis Partners; Ted Bililies, chief talent officer of AlixPartners; Lori Sabet, CHRO at The Carlyle Group; Susan Levine, head of talent at Bain Capital; Ben Holzemer, global head of human capital at TPG; Alan Guarino, vice chairman at Korn Ferry; Louis Eccleston, CEO at TMX Group Ltd.; J. Michael Chu, global Co-CEO at L Catterton; and others.

We invite you to come learn how the private equity community is reimagining how they recruit, develop, manage, engage and retain 21st century talent.

Join our exclusive network of 300 private equity leaders, chief talent officers and executive recruiters on May 1, 2019 at the prestigious Harvard Club of New York. Our thought-provoking presentations and Q&A sessions exploring talent management is a must-attend event. Our formal sessions will include continental breakfast, a mid-morning networking break, a pre-lunch champagne reception and a delicious main course served in the grand Harvard Hall.

Harvard Club of New York City
35 West 44th Street, NY 10036
Tel: (212) 840-6600


Kenna Baudin, Head of U.S. Private Equity – Egon Zehnder

Based in New York, Kenna Wyllie Baudin leads Egon Zehnder’s private equity practice in the U.S. She focuses on senior-level executives at private equity funds (partners/managing directors, principals, heads of IR/fundraising, etc.) and in PE-backed portfolio companies. Kenna also has a particular specialization in chief financial officers and is active in the firm’s diversity and inclusion council and in its consumer and media, entertainment & sports practices.

Before joining Egon Zehnder, Kenna served as head of private equity at J. Safra Asset Management. Before that, she served as director of 3i Plc, an international investment firm. Earlier, Kenna was a principal at Solera Capital. She began her career as a consultant with the Boston Consulting Group.

Ted Bililies, Managing Director & Chief Talent Officer – AlixPartners

Ted Bililies Ph.D. is managing director at AlixPartners and leads the firm’s transformative leadership practice, where he also serves as the organization’s first chief talent officer. AlixPartners is a 40-year old global business advisory firm with 24 offices worldwide.

Ted has been a trusted advisor and master performance coach to hundreds of CEOs, investors and senior executives for more than 30 years. He specializes in assisting founders, investors, and CEOs build perpetuating institutions through an in-depth analysis of their talent and organization design. This involves critical matters such as leadership selection, succession planning, and next-generation alignment. Ted works closely with boards, CEOs, and investors to design learning organizations and to strategically leverage talent to position their firms for maximum profitability, resiliency, and perpetuation.

A nationally recognized expert on leadership, succession planning, and organizational development, Ted is a frequent speaker at leadership and investment conferences and has been featured in Fortune, WSJ, Bloomberg and on CNBC’s Power and Money.

Mercedes Chatfield-Taylor, Venture Capital & Private Equity Lead – Caldwell

Mercedes Chatfield-Taylor is managing partner of Caldwell’s private equity and venture capital practice areas and a member of the firm’s technology, consumer, digital and media teams. She focuses on executive-level search for high-growth technology companies, with deep expertise in B2B SaaS, social, eCommerce, gaming and other transformative technologies. Mercedes has completed over 50 CEO searches as well as other CXO level assignments for her clients. She has deep expertise in helping to diversify VC & PE-backed company boards and leadership teams.

Prior to joining Caldwell, Mercedes held leadership positions at executive search firms including Heidrick & Struggles, where she helped re-establish and then managed its global venture capital practice; Highland Partners; and iCOM Consultants, an emerging technologies boutique she co-founded to address the unique hiring needs of venture-backed technology companies. Before founding iCOM, Mercedes was vice president of VF&Co, a Silicon Valley-based HR consulting firm where she established and managed its executive search practice. Prior to that, she was vice president of marketing for XL Insurance, a global excess insurance, reinsurance and financial risk-management company, with holdings of over $13 billion. Mercedes managed XL’s marketing efforts at their head office in Bermuda before moving to Sydney, Australia to open the company’s first office in the Pacific Rim and lead the firm’s efforts to impact the difficult Asian/Pacific insurance and financial risk management industry.

George L. Davis Jr, Managing Partner – Davis Partners

George L. Davis Jr. is the founder & managing partner of Davis Partners, an advisory firm specializing in board & CEO evaluation, succession planning, strategy implementation as well as management effectiveness & assessment. Clients include the global Fortune 500 as well as private equity portfolio companies, venture-backed organizations and family held businesses.

Previously, George was a managing partner and executive committee member of Egon Zehnder. During his 20 year tenure, he led the firm’s global CEO and board practices as well as its U.S. and Boston offices.

For more than two decades, he has been a trusted advisor to multinational, public sector, and private-equity backed organizations seeking guidance on critical boardroom and management issues including search, succession planning, and operational effectiveness. Having helped select more than 500 CEO and board directors across a range of industries, George is an established expert  and is a frequent contributor to The Wall Street Journal, Harvard Business Review, Fortune, Business Week, CNBC, Fox Business, Bloomberg TV and other leading media outlets covering board innovation, management leadership  succession , as well as digital transformation.

George most recently led talent operations at MacAndrews & Forbes, a company with interests in a diversified portfolio of public and private companies. These talent and human capital strategies ran across MacAndrews & Forbes’ entire portfolio as well as its holding companies.

Louis Eccleston, Chief Executive Officer – TMX Group Ltd.

Lou Eccleston is chief executive officer of TMX Group Limited. He joined TMX in 2014. Lou is a member of the TMX Group board of directors and a member of the board of directors of several TMX Group subsidiaries, including TSX Inc., TSX Venture Exchange Inc., and Montreal Exchange. He has more than 30 years of extensive experience gained in senior leadership roles in the information services, financial technology and capital market services sectors.

Prior to joining TMX Group, Lou was president of S&P Capital IQ and chairman of the board of S&P Dow Jones Indices, which are business lines of McGraw Hill Financial. He was with that organization for six years. While there, he was named to the Institutional Investor “Tech 50” in 2012, 2013 and 2014.

Previously, Lou was at Thomson Financial for four years in the roles of president of global sales, marketing & services and president of the banking and brokerage group. He was at Bloomberg LP for 14 years, where he held a number of roles including chief executive of Bloomberg Tradebook for six years. He also served as chairman and CEO of Pivot Inc., a capital market software services company.

Alan Guarino, Vice Chairman – Korn Ferry

Alan Guarino brings a unique perspective to Korn Ferry as a former chief executive officer and experienced consultant, working with corporate boards and executive teams to drive business and talent management strategies.

Currently, Alan leads major consulting initiatives for Korn Ferry across industries, with deep expertise in global financial markets, where he is responsible for ensuring that the firm’s largest client relationships have access to the full range of the Korn Ferry’s human capital solutions. In that context, he launched the firm’s Execution Accelerator initiative, helping business leaders better execute their strategies. He also leads senior executive search and C-suite succession assignments for Fortune 500 companies, as well as cutting-edge FinTech companies within capital markets.

Ben Holzemer, Partner/Global Head of Human Capital – TPG

Ben Holzemer is a partner and global head of global human capital at TPG based in San Francisco, where he focuses on building and enhancing leadership teams and boards for TPG’s portfolio companies. Prior to joining TPG in 2017, Ben was a partner at Spencer Stuart, where he served as co-head of the firm’s North American region.

Previously, he led Spencer Stuart’s technology, media & telecommunications practice in the Americas. His past client work includes board, CEO, and top leadership searches, as well as management assessment and succession planning for large public companies, private equity-backed companies, and growth-stage companies.

Jonathan Korngold, Managing Director/Global Head of Financial Services – General Atlantic Partners

Jonathan Korngold is managing director and global head of General Atlantic’s financial services sector. Jon serves as chairman of the firm’s portfolio committee and is a member of its executive, investment, human resources, and emerging growth investment committees. He has worked in the firm’s London office and previously led its global healthcare sector.

Prior to joining General Atlantic in 2001, Jon worked at Goldman Sachs in the principal investment area and in the mergers & acquisitions groups in London and New York. He has spent extensive time in China, where he studied Mandarin Chinese at Peking University and offered pro bono work for the U.S. Embassy’s foreign commercial service in Beijing. He has been recognized by the World Economic Forum as a Young Global Leader and has served as an adjunct professor within Columbia Business School’s finance & economics department.

Jon was ranked No. 1 on Institutional Investor’s “Fintech Finance 40,” a list the top dealmakers in the global financial technology industry, and named as the No. 1 investor (and No. 2 overall of all market participants) on Institutional Investor’s 2018 list.

Susan Levine, Managing Director/Head of Talent Development – Bain Captial

Susan Levine joined Bain Capital in 2006. She is a managing director and head of North America private equity HR & talent development. Internally, Ms. Levine is responsible for the firm’s North America private equity team’s investment and portfolio operations professionals. Her primary responsibilities include leadership and professional development for deal and portfolio executives, recruiting, mentorship programs, resource allocation, and culture and connectivity programs for NA private equity business. Externally, she is responsible for talent initiatives at the firm’s portfolio companies, including hiring C-level executives, as well as leading assessment activity at the individual, team and organizational level within those portfolio companies.

Prior to joining Bain Capital, Ms. Levine worked at Bain & Company for eight years on the consulting side serving clients in the financial services, consumer products and industrials areas. Prior to Bain & Company, Ms. Levine also served as director of North America marketing and client development. Previously, she worked in the global consulting practice of Barents Group, advising clients in M&A activity in emerging markets.

John Marshall, Chief Executive Officer – JM Search

John Marshall founded JM Search in 1980 and has been helping companies build exceptional management teams for over 35 years. Under John’s leadership, JM Search has grown to become one of the 20 largest retained search firms in North America and one of the premier firms dedicated to serving private equity and venture capital investors and their portfolio companies.

John’s clients view him as a trusted advisor on a range of executive talent matters, including recruiting, management assessment, and succession planning. As a recruiter, John focuses on leading searches for CEOs, C-level executives, and board directors for private equity and venture capital portfolio companies, select Fortune 1000s, and other growth-oriented organizations. Throughout his career, John has executed over 500 searches across many industries. Despite his responsibilities as CEO of the firm, John actively recruits on a select number of searches each year. His clients include Littlejohn & Co., Oaktree Capital Management, The Sterling Group, and WestRock (formerly RockTenn).

John is a noted speaker and writer on assessing, attracting, and retaining top talent, particularly in the private equity space. He has recently been featured in publications and media outlets that include Mergers & Acquisitions, Privcap, and ACG’s Middle Market Growth. Additionally, John is an LP in 10 private equity funds and has directly invested in numerous startups and high-growth companies.

Annmarie Neal, Chief Talent Officer – Hellman & Friedman

Annmarie Neal joined Hellman & Friedman in 2015 and is the firm’s chief talent officer. Her primary responsibility is to help H&F drive value by improving the organizational and leadership effectiveness of the firm’s portfolio companies. Annmarie has over 20 years of experience working with global organizations on executive leadership, talent management, and organizational design.

Prior to H&F, she ran her own consulting firm and held the chief talent officer roles at both Cisco Systems and First Data Corporation. Additionally, she was a senior consultant with RHR International.

Alex Panas, Senior Managing Partner & Global Leader Private Equity – McKinsey & Company

Alex Panas co-leads McKinsey & Company’s private equity & principal investors practice globally, and heads the practice for the Americas, including the knowledge development on what it takes to grow and turnaround sponsor-owned companies.

The primary focus of Alex’s client work is on diligence and portfolio-company efforts for private equity owners. He also serves private equity firms on strategy, organization, operations, and investment-diligence initiatives. He has deep expertise in the industrial, aerospace and defense, retail, consumer packaged goods, food service, and operations areas.

Examples of Alex’s recent client work include leading a portfolio company transformation focused on design-to-value and sourcing―which delivered over $150 million in EBITDA improvement. He also supported a leading distressed-focused firm with diligence and investment decisions across a range of sectors. For a portfolio company, he developed a sales and growth strategy that resulted in a doubling of sales and significantly improved returns.

Prior to joining McKinsey & Company, Alex spent six years working for Compaq Computer and Digital Equipment in a number of financial and operational roles, with international assignments in Singapore, Thailand, and Vietnam.

Lori R. Sabet, Managing Director & Chief Human Resources Officer – Carlyle Group

Lori Sabet is managing director and chief human resources officer for Carlyle Group based in Washington, D.C. In this position, she is responsible for developing and executing the firm’s global human resources strategy. She joined the firm in 2000 and serves as a member of the firm’s management committee.

Under Ms. Sabet’s leadership, Carlyle’s global human resources team is responsible for providing strategic and innovative guidance in the areas of leadership and succession planning, incentives and rewards, learning and performance, diversity and inclusion, recruitment strategies, employee engagement, and organizational development. She is actively involved in several human resources organization roundtables and is a frequent speaker and panelist on global human resource-related topics. Ms. Sabet serves on the board of Marymount University’s Board of Visitors School of Business Administration and is a governing body member for the Washington, D.C. Human Resources Leadership Summit.

David Sambur, Senior Partner – Apollo Global Management

David Sambur is a senior partner at Apollo Private Equity having joined in 2004. Prior to that time, David was a member of the investment banking division of Salomon Smith Barney Inc. He serves on the board of directors of AGS Capital LLC, Caesars Entertainment Corporation, CareerBuilder, Coinstar LLC, ClubCorp, Diamond Resorts International Inc., Rackspace Inc., EcoATM, LLC and Redbox Automated Retail LLC. David previously served on the boards of directors of Hexion Holdings, LLC, Momentive Performance Materials, Inc. and Verso Paper Corporation. He is also a member of the Mount Sinai Department of Medicine Advisory Board.

Glenn Stevens, Partner Talent Management – Apollo Global Management

Glenn Stevens joined Apollo in 2018 in private equity and is responsible for talent management within the organization’s portfolio companies. Prior to joining Apollo, Glenn was the head of talent management for L Catterton since 2013. Prior to that, he was a partner with global executive search firm Odgers Berndtson.


Platinum Sponsor

Breakfast Sponsor

Luncheon Sponsor


Lanyard Sponsor

JM Search is a leading retained executive search firm that works across industries to recruit exceptional leaders. From top private equity and venture capital firms to Fortune 1,000 companies, industry leading organizations rely on JM Search to deliver the right talent, custom-tailored to each situation.

JM Search has particular expertise in partnering with private equity and venture capital firms to build leadership teams for their portfolio companies. We work with investors, entrepreneurs, and senior management to recruit Board Members, CEOs, and direct reports to the CEO. Our extensive experience recruiting for private equity and venture capital backed companies, combined with our rigorous, Partner-led search process, enables us to consistently deliver exceptional results.

Founded in 1980, JM Search has offices in Philadelphia, New York, Chicago, and Seattle. For more information, visit https://jmsearch.com/.

Exhibitor Sponsor


Networking Sponsors

Diversified Search is one of the top 10 retained executive search firms in North America. It has nine offices across the U.S. – in Philadelphia, Atlanta, Chicago, Cleveland, Southern California, Miami, New York, San Francisco, and Washington, D.C. and global capabilities in 37 countries as the exclusive U.S. partner of Alto Partners. Diversified Search delivers leadership talent to its clients using a highly collaborative approach to each search assignment, viewing each one through a broad lens. This allows its consultants to consider all issues – including generational, cultural, ethnic, industry, gender and functional – to bring organizations fresh, high-potential candidates. For more information, visit http://diversifiedsearch.com/.

Host Sponsor




Thank you for your interest in attending our upcoming conference, ‘Private Equity Recruiting: Linking Talent to Value,’ to be held on May 1, 2019 at the renowned Harvard Club of New York City. The full-day event will begin at 7:30am with continental breakfast, a mid-day luncheon along with seven very exciting presentations by top professionals in the sector. We anticipate 300 attendees. Space will go fast so please book your delegate pass early. To purchase your pass and confirm your registration, please click the button below.

Price: $1,250

(Cancellation notice: any passes canceled after March 1, 2019 will not be refunded)