OPENING REMARKSRob Adams Moderator – Hunt Scanlon Media
LINKING TALENT TO VALUEChris Gagnon Senior Partner / Head of OrgSolutions Group – 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 Chris Gagnon 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.
A HOLISTIC TALENT APPROACH TO VALUE CREATIONAnnmarie 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.
SPEED & ECONOMY: WHAT PE LEADERS DREAM FOR WHEN HUNTING DOWN TALENTMercedes 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.
Akoya Capital Partners
Head of U.S. Private Equity
Operating Partner – Portfolio Operations
Co-Lead, Global Markets Practice
Russell Reynolds Associates
EXPLORING THE HOTTEST NEW TOOLS FOR SCREENING, EVALUATING AND ASSESSING TALENTGeorge 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
Managing Director & Chief Performance Officer
The Carlyle Group
Managing Director, Head of Talent Development
Head of Executive Staffing
Cerberus Operations & Advisory Company
CEO & Founder
THE IMPACT OF LEADERSHIP PERFORMANCE ON VALUE
Jill Hill, Ph.D.
Head of Private Equity (Americas) – YSC Consulting
Leadership is often a chronically overlooked lever of value creation. But, individual leaders, how they work as a team, and the culture they create are an asset that can generate outsized return. Dr. Jill Hill, head of private equity (Americas) for YSC Consulting, examines the critical link between strategy, leadership and value.
TRANSITIONING TO A TALENT ADVISOR ROLE IN PRIVATE EQUITYBen 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.
BUILDING VALUE WITH A TALENT PARTNERIntroduction 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 and his team 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 and how they impact long term organizational value.
THE TALENT DILEMMA FACING SMALL AND MIDCAP PE FIRMSIntroduction by: Keith Giarman Managing Partner, Private Equity – DHR International Bob Tangredi CEO – Pure Health Solutions, Inc.
Private equity leaders know first-hand how human capital can drive returns. But for small and midcap PE players, the challenge of finding talent falls directly in the lap of the CEO. It is a growing dilemma as the private equity sector shifts into high growth and human capital challenges expand. In this dual presentation, Keith Giarman, managing partner of the private equity practice at DHR International and Bob Tangredi, CEO of Pure Health Solutions, explore the unique nuances of sourcing and assessing talent for this category sector.
TALENT AS THE ULTIMATE VALUE GENERATION LEVERIntroduction by: Glenn Stevens Partner, Talent Management – Apollo Global Management David Sambur Senior Partner – Apollo Global Management
The days of financial engineering as the only value creation lever are over. Increasingly, returns are going to be maximized by building management teams most effective at driving the top line, finding operating efficiencies, and transforming culture. Institutionalizing a set of best practices in securing C-level talent that yields better investment outcomes should be the goal of every deal team and talent management executive. In this powerful keynote presentation, David Sambur tells us why.
Closing RemarksRob 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 400 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: Chris Gagnon, senior partner at McKinsey & Company; Annmarie Neal, chief talent officer at Hellman & Friedman; Mercedes Chatfield-Taylor, private equity lead at Caldwell; Liz Dominick, managing director at Akoya Capital Partners; John Marshall, CEO of JM Search; Kenna Baudin, head of U.S. private equity at Egon Zehnder; Bob Llamas, operating partner – portfolio operations at Blackstone; Heather Hammond, Co-lead of global markets at Russell Reynolds Associates; George Davis, managing director at Davis Partners; Ted Bililies, chief talent officer of AlixPartners; Mindy Mackenzie, chief talent officer at The Carlyle Group; Susan Levine, head of talent at Bain Capital; Patrick Allen, head of executive staffing at Cerberus Operations & Advisory Company; J.P. Flaum, CEO & founder of Green Peak; Jill Hill, head of private equity (Americas) at YSC Consulting; Ben Holzemer, global head of human capital at TPG; Alan Guarino, vice chairman at Korn Ferry; Louis Eccleston, CEO at TMX Group Ltd.; Keith Giarman, managing partner – private equity at DHR International; Bob Tangredi, CEO at Pure Health Solutions, Inc.; Glenn Stevens, partner talent management & David Sambur, senior partner at Apollo Global Management; 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 400 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
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Patrick Allen, Head of Executive Staffing – Cerberus Operations & Advisory Company
Patrick is the recruiting practice leader for Cerberus Operations and Advisory Company (COAC). He is responsible for executive recruitment for COAC and Cerberus portfolio company C-suite, board, and advisory positions.
Patrick Allen is a seasoned talent acquisition professional with over 20 years of recruiting experience fostering talent identification for large scale, complex organizations. A consultative partner known for identifying executive talent, building teams, and implementing cost effective innovative staffing solutions.
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.
Liz Dominick, Managing Director – Akoya Capital Partners
Liz Dominick joined Akoya Capital in 2005 and leads the company’s talent management function.
Bringing more than 20 years of experience to her role, Liz is an expert at executive talent identification and assessment. She has focused her work on assessing and placing CEOs, board directors, and other senior-level executives within numerous high-growth, investor backed companies and Fortune 2000 organizations.
Prior to joining Akoya, Liz was a vice president with the Carlyle Group where she was a leader in the firm’s technology, corporate and professional services practices. She was also a vice president with A.T. Kearney within their management consulting and executive search practices and also a director with Wujcik & Associates, a Chicago-based boutique executive search firm.
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.
J.P. Flaum, CEO & Founder – Green Peak
J.P. Flaum is the CEO and founder of Green Peak (GP), a management consulting firm. GP aligns with private equity firms and their portfolio companies to drive increased returns by amplifying hiring, leadership, and organizational effectiveness. In his CEO role, J.P. devotes expertise and passion to coaching CEOs facing critical leadership and human capital challenges. His high-trust, bottom-line style earns high marks from demanding PE and corporate clients alike. Most known for his unusual ability to take leaders from ‘good to great,’ J.P. has coached over 120 executives (half of them CEOs) across every major industry in his revolutionary, six-month Peak Leadership program.
Over the last 10 years, with equal parts humor and gravitas, J.P. has influenced CEOs and Boards on issues related to leadership effectiveness, organizational design, succession planning, on-boarding, M&A integration, and conflict intervention. Current private equity clients include Bain Capital, Berkshire Partners, The Carlyle Group, General Atlantic, Madison Dearborn Partners, Welsh-Carson, and numerous others. His two-day crash-course, Coaching & Influencing Skills for Executives & Investors, is lauded for quickly helping expand a team’s management toolkit and overall influencing skills.
Prior to launching Green Peak Partners, J.P. was a top-producing managing director with ghSMART, where he helped build a team of more than 15 respected consultants serving half the world’s top 10 private equity firms. He also founded and led the firm’s executive coaching practice.
Chris Gagnon, Senior Partner / Head of OrgSolutions Group – McKinsey & Company
Chris Gagnon is a senior partner at Mckinsey & Company. He co-leads the Organization Practice globally and is head of McKinsey’s OrgSolutions Group, helping clients organize in an integrated way by applying analytics methodologies and tools to improve culture, talent, change management, agility, and leadership.
As global co-leader of the Organization Practice, Chris is passionate about helping clients accomplish sustained organizational health. He believes that by focusing on three essentials, organizations can move quickly to address new challenges and opportunities and therefore thrive in a fast-changing world. First, organizations need to integrate their culture, talent-design, change management, enterprise-wide agility, and leadership initiatives. Second, they can harness analytics methodologies and tools to remove instinct and personal bias from decisions. Last, they should align the organization—and its people—around consistent, personally significant principles to create stable processes, tasks, and roles and to ensure successful decision making.
Keith Giarman, Managing Partner Private Equity – DHR International
Keith Giarman serves as managing partner of the private equity practice in the firm’s San Francisco and New York offices. He is also part of the firm’s advanced technology, financial services, board & CEO, and financial officer practice groups.
For more than 10 years, Keith has been overseeing board, C-suite and senior level search assignments working with management teams and investors where the mantra is rapid and long-term enterprise value creation. He has also been instrumental in the build-out of principal investing teams. Prior to DHR, Keith built the CEO practice for one of the premiere boutique executive recruiting firms in Silicon Valley serving the venture capital community.
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.
Heather Hammond, Co-Lead Global Markets Practice – Russell Reynolds Associates
Heather Hammond serves as the area manager for the firm’s New York and Stamford offices. She co-leads the global banking and markets practice and conducts a broad range of senior-level searches across the financial services industry. She is also a member of the private equity practice where she has completed searches for funds and their portfolio companies, including investment leaders, senior fundraising professionals, capital markets professionals, operating partners and advisors. Heather has fourteen years of executive search, assessment and advisory experience. During this time, she has worked on assignments across a range of senior executive roles within global banking and private equity. Heather is also a member of the firm’s global executive committee.
Prior to joining Russell Reynolds Associates, Heather spent her career at Morgan Stanley in corporate finance, debt capital markets and in equity research on the global automotive team, ranked the number-one automotive equity research Team by Institutional Investor magazine. She also worked in the global capital markets group at Goldman Sachs.
Jill Hill, Ph.D., Head of Private Equity (Americas) – YSC Consulting
As lead of the Americas private equity practice at YSC Consulting, Dr. Jill Hill advises leading global private equity firms on their toughest leadership and talent challenges. Acting as a strategic partner, she specializes in providing management due diligence, senior executive assessment, coaching, board effectiveness, and high-performance team development to investors, boards, CEOs, and portfolio company management teams.
Balancing scientific rigor and relationship capital, Jill works at pace to actualize the talent lever in maximizing value creation and mitigating leadership failure. A licensed psychologist, she brings substantial psychological training and expertise to her role underscored by more than 20 years in assessment practice, research, and development across industries and sectors.
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.
Susan Levine, Managing Director/Head of Talent Development – Bain Capital
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.
Bob Llamas, Operating Partner Portfolio Operations – Blackstone
Bob Llamas is an operating partner with primary responsibilities to assist Blackstone’s portfolio companies with leadership and organization effectiveness, senior executive staffing, talent management, and human resources practices.
Before joining Blackstone in 2016, Mr. Llamas was executive vice president of human resources and community empowerment at Univision Communications Inc. Prior to Univision, he was the chief human resources and public affairs officer for the Nielsen Company. In addition, he has also served as chief administrative officer of The Cleveland Clinic, chief human resources officer of Lehman Brothers Inc., and was a corporate officer of General Electric where he headed up human resources for three of their largest businesses.
Mindy Mackenzie, Managing Director & Chief Performance Officer – The Carlyle Group
Mindy Mackenzie is managing director for the U.S. buyout fund of The Carlyle Group specializing in maximizing organizational, operational and leadership effectiveness through leveraging expertise in change management, strategy, culture and engagement – and the interplay of those four elements in driving performance. She is based in New York.
Prior to joining Carlyle, Mindy was founder and principal of her own firm focused on advising CEOs and their teams on how to unlock and accelerate performance. In addition to serving as senior advisor at McKinsey & Company, she served as global head of strategy, M&A and human resources at liquor giant Jim Beam, and earlier in her career lived and worked internationally for Campbell Soup Company and Walmart Stores, Inc. in senior human capital leadership roles.
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.
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.
Bob Tangredi, CEO – Pure Health Solutions, Inc.
Bob Tangredi is a proven entrepreneurial CEO with more than 25 years of experience leading publicly traded and private equity owned businesses. His industry credentials include healthcare, manufacturing, digital, and the service sectors. Bob has an extensive breadth of experience in all aspects of operations, sales, and process improvement. He is a hands-on M&A expert, acquiring over 18 companies and integrating 67 acquisitions.
Bob is a highly effective innovative change agent known for sparking revenue growth, profitability, and enterprise value. He has demonstrated expertise in building customer value with new products and services and driving continuous process improvements. He has had excellent success in creating employee-focused cultures and attracting, nurturing, and rewarding high performers.
Pure Health Solutions is owned by PE firm, Clearlight Partners LLC. PHSI is one of the nation’s leading manufacturers and marketers of point-of-use water purification coolers to commercial customers.
Korn Ferry is a global organizational consulting firm. The firm helps clients synchronize strategy and talent to drive superior performance. Korn Ferry works with organizations to design their structures, roles, and responsibilities and help them hire the right people to bring their strategy to life. And the firm advises them on how to reward, develop, and motivate their people. For more information, visit www.kornferry.com.
McKinsey & Company is a global management consulting firm. They are the trusted advisor to the world’s leading businesses, governments, and institutions. The firm works with leading organizations across the private, public and social sectors. McKinsey & Company’s scale, scope, and knowledge allows them to address problems that no one else can.
The firm has deep functional and industry expertise as well as breadth of geographical reach. They are passionate about taking on immense challenges that matter to their clients and, often, to the world. McKinsey & Company builds their capabilities and leadership skills at every level and every opportunity. They do this to help build internal support, get to real issues, and reach practical recommendations. For more information, visit www.mckinsey.com.
Champagne Reception Sponsor
YSC Consulting is a premier leadership consultancy – over 25 years old, global & professionally independent.
The firm partners with organizations around the world to frame leadership strategy, generate deep insight, and co-create solutions, all while building brilliant relationships and measuring the impact of their work. For more information, visit www.ysc.com.
Cocktail Reception Sponsor
ZipRecruiter is a leading online employment marketplace. Powered by AI-driven smart matching technology, ZipRecruiter actively connects millions of all-sized businesses and job seekers through innovative mobile, web, and email services, as well as partnerships with the best job boards on the web. For more information, visit www.ziprecruiter.com.
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 www.jmsearch.com.
DHR International is a privately held executive search solutions provider with 50 wholly-owned offices around the world—including North and South America, Europe, Asia, and the Middle East. DHR’s renowned consultants specialize in all industries and functions in order to provide unparalleled senior-level executive search, management assessment and succession planning services tailored to the unique qualities and specifications of our select client base.
DHR International’s executive talent spans 18 different industrial and functional areas, including advanced technology, financial services, human resources, industrial, retail, and sports. DHR International’s expansive global reach and extended intellectual assets are the keystones to our position as a preferred global supplier and value-add service provider. For more information, visit www.dhrinternational.com.
Russell Reynolds Associates is a global search and leadership advisory firm. The firm’s 425+ consultants in 46 offices work with public, private and nonprofit organizations across all industries and regions. Russell Reynolds Associates helps their clients build teams of transformational leaders who can meet today’s challenges and anticipate the digital, economic and political trends that are reshaping the global business environment.
From helping boards with their structure, culture and effectiveness to identifying, assessing and defining the best leadership for organizations, their teams bring their decades of expertise to help clients solve their most complex leadership issues. For more information, visit www.russellreynolds.com.
Talent Assessment Sponsor
Green Peak is a premier human activation firm committed to ‘pursuing exceptional’ at the leader, team, and organizational levels. Focused on private equity and with consultants in seven U.S. cities, the firm helps investors and CEOs maximize their financial results and valuations throughout diligence and the deal cycle by providing their proprietary ‘Organizational Blueprint for Scalability.’ Green Peak then helps clients optimize organizational structure and culture, assess talent for key roles, integrate acquisitions, and coach executives and teams to maximize leadership results.
Green Peak’s differentiating advantage is the interconnectedness of their expertise – by maximizing structure, culture, talent, and teams, the firm has an outsized impact on clients’ ambitious trajectories, especially in demanding and fast-growing environments. In short, the firm helps grow valuations and do it faster. For more information, visit www.greenpeakpartners.com or contact them at [email protected].
Invenias is the world’s leading provider of software solutions to the executive search profession. More than 1,000 executive search firms, private equity firms and in-house executive recruiting teams rely on the Invenias cloud-based platform to transform the productivity of their search operations. Invenias serves thousands of users in over sixty countries across the globe, with customers such as Silver Lake, General Atlantic, Odgers Berndtson, ON Partners, Acertitude, Intel, and Tesla Motors at the forefront of recruiting leaders. For more information, visit www.invenias.com.
ZipRecruiter is a leading online employment marketplace. Powered by AI-driven smart matching technology, ZipRecruiter actively connects millions of all-sized businesses and job seekers through innovative mobile, web, and email services, as well as partnerships with the best job boards on the web. For more information, visit www.ziprecruiter.com.
First Perform believes there is an incredible and overdue opportunity to innovate in the human capital space as an accelerator for the success of organizations and they have the people, process and passion to make it happen. Through excellence in delivery and innovative thinking, First Perform partners with customers to bring new solutions that will be their differentiators with a shared goal of creating value and building a sustainable foundation. The firm provides end-to-end and modular solutions across the spectrum of human resources. Products include: Talent Management and SWOT Diagnostics; Org Design; Culture; Agile Performance; Banding & Compensation; Restructurings; Mergers and Acquisitions; Learning as a differentiator: Interim support or outsourced partner; Employee Engagement; Best in class reductions in force; and more! For more information, visit www.firstperform.com.
Allegis Partners is the global executive search firm that delivers a boutique, high-touch approach to talent management. Focused on identifying diverse, top talent for human resources, board, CEO and other executive and senior management roles across industries, Allegis Partners brings deep expertise and insight into each relationship. Each search is customized within the global market to pair candidates with deep skills and knowledge to the unique needs of clients. For more information, visit www.allegis-partners.com.
Beecher Reagan is the advisor of choice to top consulting firms, corporations, and alternative investment firms seeking guidance and counsel on acquiring current and former consulting leadership.
The firm also serves clients with researching and identifying professional services acquisition opportunities. Its partners bring over 40 years of consulting and professional services industry insight and expertise to every engagement. By acting as a trusted advisor to both clients and candidates, they leverage their unparalleled access and deep expertise to build long-standing relationships. These relationships facilitate executive level hires and uncover acquisition opportunities that have an immediate impact on client’s business’ and professionals’ careers. Beecher Reagan has offices in New York, Houston, and San Francisco. For more information, visit http://www.beecherreagan.com.
At Caldwell, they believe talent transforms. As a leading provider of executive talent, the firm enables their clients to thrive and succeed by helping them identify, recruit and retain their best people. The firm’s reputation – nearly 50 years in the making – has been built on transformative searches across functions and geographies at the very highest levels of management and operations. They leverage their skills and networks to also provide agile talent solutions in the form of flexible and on-demand advisory services for companies looking for support in strategy and operations.
With offices and partners across North America, Europe, Latin America and Asia Pacific, the firm takes pride in delivering an unmatched level of service and expertise to their clients. For more information, visit www.caldwellpartners.com.
Since their founding in 1992 originally within J.P. Morgan & Co., Corsair has been a pioneer private equity investor in the global financial services sector. As the financial industry has evolved since the crisis of 2008, Corsair has developed a leadership position as an investor in growing services businesses within the industry that combine financial services complexity with technology transformation in areas including payments, software, consumer financial product distribution and others.
In 2015 Corsair became the manager of Gateway Infrastructure Investments, a $2.9 billion global infrastructure fund originally established in 2007, through a sub-advisory agreement with Citigroup. For more information, visit www.cosair-capital.com.
Hanold Associates is a boutique retained executive search firm with a core focus on recruiting human resources and diversity and inclusion executives for world-class clients. The firm has a distinctive focus on searching for dynamic and culturally appropriate human resources and diversity officers and building sustainable contemporary human resources organizations.
The firm focuses on blending the science of retained executive search with the art of understanding the important nuances of getting culture fit right when introducing candidates to client organizations. They serve distinctive clients across geographies and industries. For more information, visit www.hanold-associates.com.
No PE firm should begin its evaluation of candidates without turning to Hogan Assessments. The global authority in personality assessment and consulting, Hogan has more than three decades of experience providing comprehensive, research-based personality assessment and consulting.
Grounded in a more than a century of science and backed by the largest and most complete pool of research in the industry, Hogan assessments predict job performance by assessing normal personality, derailment characteristics, core values, and cognitive reasoning ability. The firm’s portfolio of employee selection, development and leadership tools allow clients to better manage their most valuable assets – their people. For more information, visit www.hoganassessments.com.
Founded in 1982, Major, Lindsey & Africa is the largest and most experienced legal search firm in the world. With more than 25 offices worldwide, Major, Lindsey & Africa has earned recognition for its track record of successful general counsel, corporate counsel, partner, associate and law firm management placements. The firm also provides law firms and companies with highly specialized legal professionals on project, interim and temporary-to-permanent hire basis. Combining local market knowledge and a global recruiting network, Major, Lindsey & Africa recruiters are dedicated to understanding and meeting client and candidate needs while maintaining the highest degree of professionalism and confidentiality. For more information, visit www.mlaglobal.com.
Founded in 2006, Opus Advisors was established to create a financial services executive search firm which would embody the highest standards of candidate selection, client service, corporate culture, and ethics.
The team is comprised of professionals who love what they do and seek to build long-term relationships with both candidates and clients.
The firm places investment professionals, bankers, and consultants into public and private equity roles, and fills C-suite positions within their clients’ many portfolio companies. For more information, visit www.opusadvisors.com.
Providence is a premier global asset management firm with approximately $60 billion in assets under management across complementary private equity and credit businesses.
Providence pioneered a sector-focused approach to private equity investing with the vision that a dedicated team of industry experts could build exceptional companies of enduring value. Since the firm’s inception in 1989, Providence has invested in over 180 companies and has become a leading equity investment firm focused on the media, communications, education and information industries. For more information, visit: www.provequity.com/
ZRG Partners is a progressive, mid-sized global executive search firm that uses a proven, data-driven approach. For the past 18 years clients have trusted ZRG Partners to recruit top talent around the world. With over 120 employees, ZRG was recognized by Hunt Scanlon Media as the fastest growing executive search firm in the Americas. ZRG has completed searches in 33 countries, providing senior-level executive search services grounded in DNA that values data and analytics in conjunction with excellent search process. Its proprietary Z Score methodology helps clients make informed hiring decisions while avoiding costly hiring mistakes. For more information, visit http://zrgpartners.com/.
Succession Partners mission is to help our clients navigate the sea change of disruption and support the transformation of their boards and executive leadership teams to ensure future success. We conduct Board, C-Suite, and senior-level executive searches of the highest quality but at a significantly lower cost than retained search industry standard fees. Our full suite of services includes board assessment, transformation, and Director search; C-Suite and senior management executive search; and confidential strategic and proactive organization and succession plan management. For more information, visit http://succession-partners.com/.
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 a full day of very exciting presentations by top professionals in the sector.
We have just opened supplemental space in the West Room on the third floor of the club for 50 more attendees. For a reduced ticket price, come and enjoy a livestream simulcast of every session – and participate in our champagne reception, luncheon, and after-hour cocktail party.
This is your last chance to purchase a pass to attend the Hunt Scanlon Media ‘Private Equity Recruiting: Linking Talent to Value‘ conference which is convening more than 400 PE leaders and their heads of talent who will meet for a full day to discuss the leadership gap facing private equity firms. You’ll learn how to deliver the best talent faster and at the right cost and you will walk away with a full range of talent solutions from more than 21 leading experts who will speak throughout the day.
(Cancellation notice: any passes canceled after February 1, 2019 will not be refunded)
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This latest research report from Hunt Scanlon Media examines the growing talent dilemma unfolding at private equity firms – and offers an array of solutions to win the widening war for leadership. According to Hunt Scanlon, the PE sector can expect to see an expanding bidding war for top talent over the next decade. Driving the trend: persistent global talent shortages across the C-suite in most industries and functions, including finance, healthcare and biotech, digital and technology.
Linking talent to value is this report’s overriding theme. Hunt Scanlon has surveyed hundreds of private equity leaders and their chief talent officers as well as leading executive recruiters specializing in the sector. Their expert commentary and advice is contained in this year’s report.
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