Linking Talent to Value

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

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.