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 500+ private equity leaders, chief talent officers and executive recruiters at the Harvard Club in New York on November 10, 2020 to explore the link between investment returns and talent management.

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



A Special Thanks To Our Premier Sponsors



Rob Adams


Rob Adams Moderator – Hunt Scanlon Media
Hugh MacArthur

Unleashing Talent as a Results Accelerator

Hugh MacArthur Head of Global Private Equity – Bain & Company

For private equity firms, nothing impacts an investment return more than talent. But there is a fundamental shift in thinking underway around how to unleash higher levels of leadership performance to boost results. It has required a hard look at value creation and how top talent enriches returns. In this opening keynote presentation, Bain & Company partner Hugh MacArthur examines how companies can more closely align their talent management programs to investment returns. Unleashing talent as a results accelerator, he argues, is a golden lever to value creation.



Introduction by: Andrew Thompson
Mindy Mackenzie

Optimizing Performance in a PE World

Introduction by: Andrew Thompson Managing Partner and Founder – Notch Partners Mindy Mackenzie Chief Performance Officer – The Carlyle Group

In the demanding environment of private equity, managing career aspirations with performance can oftentimes be daunting. In the following presentation, Mindy Mackenzie, chief performance officer at one of the world’s largest PE firms, discusses the importance of maximizing organizational, operational and leadership effectiveness. Driven primarily through leveraging expertise in change management, strategy, culture and engagement, Ms. Mackenzie examines the interplay of those four elements that is driving employee performance and its positive impact both within The Carlyle Group itself and its portfolio companies.




Networking Break

Moderator: Dennis Grady

Building D&I Talent Pipelines for Investment Advantage

Moderator: Dennis Grady Partner – Spire Search Partners

While many industries are making continual strides in their diversity and inclusion hiring efforts, private equity is lagging. Today, just 18 percent of all PE professionals are female, with just 10 percent serving in senior-level roles. For professionals of color and those identified as LGBTQ, the metrics are even more discouraging. In this special panel discussion, experts from private equity and executive search examine how diversity of experience, culture, race, ethnicity, gender and sexual orientation can provide distinct perspectives that engender a rich workplace and stimulate better investment decisions.

Garry Fielding
Private Equity Operating Advisor, Human Capital
Francisco Partners Consulting

Kara Helander
Managing Director, Chief Inclusion & Diversity Officer 
The Carlyle Group

Anna Edwin
Global Head of Talent Development

Valerie Frederickson
Founder & CEO
Frederickson Partners

Nathan Schray
Director of Talent and Organizational Development
Clayton, Dubilier & Rice

Bianca Coulter
CEO & Founder
Coulter Partners



Moderator: Scott Gregory

Determining Return on Talent Decisions and Investments

Moderator: Scott Gregory CEO – Hogan Assessments

PE firms are experts at determining expected rates of return on their investments. Putting the right talent in the right place to drive that return hasn’t come as easily. To avoid bad hires, maximize talent potential and seamlessly match candidate values with company culture, talent assessments often decode the intricacies of candidates’ behaviors and lead to optimal hires. The following panel comprised of talent experts from the PE sector, organization performance consulting, and executive search explore how private equity firms evaluate and develop talent and examine ways in which they determine return on talent decisions and investments.

Dayton Ogden
Head of Talent & Recruiting
Summit Partners

Glenn Stevens
Partner, Talent Management 
Apollo Global Management

Steven Maxwell
SVP, Portfolio Human Capital
Audax Group

Dan Hawkins
Founder & President
Summit Leadership Partners

Kevin Logterman
Executive Vice President
Slayton Search Partners

David Allocco
Managing Director




Luncheon Reception

Jeff Warren
Jenna Fisher


Jeff Warren Managing Director, Private Equity Practice – Russell Reynolds Associates Jenna Fisher Managing Director, Corporate Officers Practice – Russell Reynolds Associates

Profound competitive advantages lie ahead for any organization that can predict the performance of their top leaders. But in today’s complex and volatile environment, leadership qualities are ever-changing – and that often means the traits that propel leaders into the C-suite can be different from and in sharp contrast to what predicts their success. To help sort it all out, search & leadership advisory experts Jeff Warren and Jenna Fisher – along with a panel of C-suite portfolio company leaders – will present proprietary results from the latest Russell Reynolds Associates’ Leadership Span™ assessment of C-suite portfolio company leaders. They will then examine the competing competencies required to navigate the frenetic pace, fluid environment and transformational demands of a PE-backed portfolio company.



Introduction by: Rick DeRose
Jason O'Briant


Introduction by: Rick DeRose Co-Founder and Managing Partner – Acertitude Jason O'Briant Managing Director, Human Resources – Blackstone

Private equity firms are continually improving the process of talent management led by forward-thinking HR professionals. But now there is a significant shift underway at a number of leading private equity firms. They are moving beyond traditional views of human resources to something more transformative – with a heavy emphasis on talent management & development, culture and engagement. In the following presentation, Jason O’Briant, managing director of human resources at one of the world’s largest and most-respected private equity firms, discusses this dynamic shift in focus and how this move will help to improve everything from talent acquisition and recruitment to engagement and retention strategies.



Matt Comyns
Joel de la Garza

Optimizing Investment Returns on Security Chiefs

Matt Comyns Managing Partner, Cybersecurity Practice – Caldwell Joel de la Garza Operating Partner – Andreessen Horowitz

When private equity and portfolio leaders look at enterprise risk, they identify both vulnerabilities to their financial well-being and opportunities in the market. Their goal is to understand, categorize, and quantify risk tolerance. Exposure to cybersecurity threats is a snowballing part of that enterprise risk management equation – and it is posing big challenges for chief information security officers. CISOs are the costliest of hires and they take the longest to find. But they now sit at the nexus of risk and returns and their value cannot be overstated or underestimated. In this dual presentation, cybersecurity recruiting specialist Matt Comyns will be joined by Joel de la Garza, an operating partner at Andreessen Horowitz, to examine the role’s evolution. They will then advance PE strategies to help your portfolio not only survive, but optimize, returns on security chiefs. 



Introduction by: Jessica Dosen
Jim Hirshorn

Accelerating Value Creation Through Talent

Introduction by: Jessica Dosen Partner, Global Head of Human Resources – Ares Management Jim Hirshorn Partner – Private Equity / Head of Portfolio Management Group – Ares Management

Private equity leaders know first-hand how important human capital can be to driving strong returns. Private equity firms that understand the importance of aligning talent, capabilities and culture to a clearly defined value creation agenda are best positioned to deliver the superior returns that are expected in a highly competitive market. Under the leadership of Jim Hirshorn, the Ares Management private equity team has institutionalized a systematic approach to maximize value creation from portfolio companies by connecting and integrating strategy with talent. In this keynote presentation, he will examine the unique leadership demands of private equity and outline a set of talent management best practices that drive investment returns. It is a blueprint for every private equity leader.



Rob Adams

Closing Remarks

Rob Adams Moderator – Hunt Scanlon Media

VIP Cocktail Reception

Welcoming Remarks by:

Scott Page

Founding Partner and Managing Director – Solomon Page

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 500+ private equity leaders, chief talent officers and executive recruiters at the Harvard Club in New York on November 10, 2020 to explore the link between investment returns and talent management. We examine why success in the PE community – long synonymous with value and growth – is now tied inextricably to talent.

Private Equity Recruiting: Driving Investment Returns Through Talent Management’ will include leaders from across the field, including: Hugh MacArthur, head of global private equity at Bain & Company; Andrew Thompson, managing partner and founder of Notch Partners; Mindy Mackenzie, chief performance officer at The Carlyle Group; Dennis Grady, partner at Spire Search Partners; Garry Fielding, private equity operating advisor – human capital at Francisco Partners Consulting; Kara Helander, managing director and chief inclusion & diversity officer at The Carlyle Group; Anna Edwin, global head of talent development at TPG; Valerie Frederickson, founder & CEO of Frederickson Partners; Nathan Schray, director of talent and organizational development at Clayton, Dubilier & Rice; Bianca Coulter, CEO & founder of Coulter Partners; Scott Gregory, CEO of Hogan Assessments; Dayton Ogden, head of talent & recruiting at Summit Partners; Glenn Stevens, partner – talent management at Apollo Global Management; Steven Maxwell, SVP – portfolio human capital at Audax Group; Dan Hawkins, founder & president of Summit Leadership Partners; Kevin Logterman, executive vice president at Slayton Search Partners; David Allocco, managing director at PierceGray; Jeff Warren, managing director of the private equity practice at Russell Reynolds Associates; Jenna Fisher, managing director of the corporate officers practice at Russell Reynolds Associates; Rick DeRose, co-founder and managing partner at Acertitude; Jason O’Briant, managing director of human resources at Blackstone; Matt Comyns, managing partner – cybersecurity practice at Caldwell; Joel de la Garza, operating partner – Andreessen Horowitz; Jessica Dosen, partner and global head of human resources and Jim Hirshorn, partner – private equity / head of portfolio management group at Ares 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 500 PE leaders, chief talent officers and executive recruiters on November 10, 2020 at the 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, a delicious main course, and an after-hours cocktail reception.

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

(Cancellation notice: any passes canceled after March 11, 2020 will not be refunded. Sponsorships non-refundable.)


David Allocco, Managing Director – PierceGray

David Allocco is a managing director with PierceGray, a retained executive search firm that specializes in commercial and operations leadership for private equity and other investor-backed companies. David leads the firm’s relationships with large and mid-cap private equity firms and has placed executives at portfolio company clients in the consumer products, healthcare, manufacturing, medical device, retail, services, and technology industries. Headquartered in Chicago, he serves as the current CEO and managing partner of the firm.

David began his career in engineering and manufacturing at PPG Industries. Later, he joined FreeMarkets, Inc., a leading procurement software and services company (now Ariba), where he led global relationships with Fortune 100 manufacturers in the chemicals industry. Prior to joining PierceGray, he was vice president of HyperQuest, a SaaS and BPO services provider for the insurance industry. David was a member of the executive leadership team that secured initial private equity funding from Chicago-based Pritzker Group, grew the business into an industry leading service provider, and sold the company to Solera Inc in 2012.

Matt Comyns, Managing Partner, Cybersecurity Practice – Caldwell

Matt Comyns is managing partner of Caldwell’s cybersecurity practice and a member of the Stamford office. His focus is on recruiting chief information security officers and next-level-down top lieutenants in information security for large global corporations and fast-growing private companies, as well as cybersecurity consultants for leading professional services firms and top executives for cybersecurity technology companies.

Matt previously co-led Russell Reynolds Associates’ global cybersecurity practice, within the firm’s technology sector. Prior to joining the executive search industry, he served as CEO of Pacific Epoch, a consulting firm that specializes in market intelligence and research for US-based companies seeking to invest in and expand into China, until the completion of the firm’s sale. Prior to that, he was a founding partner of BlackInc Ventures, a strategic advisory firm providing clients in the digital media sector with leading outsourced solutions for business, sales, and corporate development.

Before launching BlackInc Ventures in 2004, Matt worked with CNET Networks Inc. for nearly seven years, holding various positions including senior vice president/publisher of, vice president of business development, and director of business development at He has also served as a sales manager for Dow Jones Interactive in Asia and as a founding board member of The Online Publishers’ Association.

Bianca Coulter, CEO & Founder – Coulter Partners

Bianca is CEO and founder of Coulter Partners, the leading life science global executive search firm. With wisdom gained over more than 25 years in global executive search, Bianca is held in the highest regard as trusted advisor to the life sciences industry. She has helped companies appoint chairs, board members, CEOs and built the leadership teams of ground-breaking early stage, mid cap and global multinational businesses in more than 20 countries. Bianca leads an exceptional multilingual team of 95 specialists, many of them highly qualified scientists and physicians, who are based across North America, the UK, Europe and APAC. Drawing on their deep and diverse sector knowledge, Bianca channels her judgment and expertise to help companies and individuals make the right hiring and career decisions.

Previously Bianca spent 10 years with Korn Ferry, where she was a partner firstly in financial services and then in global health care. She subsequently built a health care practice for another American search business, before founding Coulter Partners in 2003. Bianca’s philosophy is to work closely with those at the cutting edge of innovation and creativity in life sciences to understand and support them in their leadership challenges. She believes Coulter Partners can significantly impact patient benefit by helping the industry appoint the best leadership. This is more than her business plan – it is her personal motivation and mission.

Joel de la Garza, Operating Partner – Andreessen Horowitz

Joel de la Garza is a partner at Andreessen Horowitz focused on information security related investments and other chaos adjacent businesses. He believes information security is getting better with security products that combine usability and security, the move to the cloud, the rise of hardware-based multi-factor authentication, and other trends.

Prior to a16z, he was the chief security officer at Box, where he joined post Series B and scaled up through post IPO. From 2007 to 2013, Joel was the global head of Threat Management and Cyber Intelligence for Citigroup, where he built the first open and closed source intelligence center outside of the defense industrial base. He also ran incident response for Deutsche Bank and founded and worked at assorted security startups. He attended Stanford University where he studied Computer Science and German.

Rick DeRose, Co-Founder and Managing Partner – Acertitude

Rick DeRose is a purpose-driven entrepreneur and executive search leader on a mission to unleash human potential globally. As co-founder and managing partner of executive search firm Acertitude, he is charting a new course to take businesses to the next level by connecting them with brilliant people at work.

Rick personally advises some of the largest and most admired global private equity firms, middle market PE firms, portfolio companies, and corporate enterprises, solving significant leadership challenges related to value-creation, growth, restructuring, and digital transformation. Over his 25-year career, he has conducted over 500 executive searches for board members, CEOs, and C-level executives across the private equity, technology, healthcare, and professional services sectors.

Launched in 2015, Acertitude represents a new era in executive search, already a top 30 global search firm, and continues to expand rapidly in the private equity space. The success of Acertitude expands on Rick’s role as founder of search firm TEG, an Acertitude company. He holds an MBA, Finance from Drexel University and a B.S., Accounting from St. Joseph’s University.

When he’s not at work, Rick relishes family time with his wife and their two sons. Weekends are active, filled with running, training, and sports and their shared love of travel.

Jessica Dosen, Partner and Global Head of Human Resources – Ares Management

Jessica Dosen is a partner and global head of human resources and serves as a member of the management committee of Ares Management. In her current role, Jessica is responsible for aligning all human resources functions with the strategic objectives of the firm and oversees talent acquisition, talent management, learning and development, inclusion and diversity as well as compensation, payroll and benefits.

Prior to joining Ares in 2011, Jessica worked as an HR business partner and as the head of learning and development at Citadel LLC. In her role as an HR business partner, she focused on building out the company’s New York presence while supporting the fixed income, mortgages and equities business lines. In her role as the head of learning and development, she designed and built a robust firmwide training offering including new graduate training programs, leadership development programs as well as programs designed to enhance both soft and technical skills.

Anna Edwin, Global Head of Talent Development – TPG

Anna Edwin is the global head of talent development at TPG. In her role, Anna leads the strategy for performance management, talent management and diversity and inclusion.

Previously, Anna worked at BlackRock, where she served as the head of leadership development. In this role, she was responsible for all of BlackRock’s executive leadership programs. Prior to joining BlackRock in 2017, Anna spent ten years at Goldman Sachs in a variety of human resources roles, including serving as a business partner for the technology division and roles within the global leadership and diversity team and Goldman Sachs University. 

Gary Fielding, Private Equity Operating Advisor Human Capital – Francisco Partners Consulting

Garry Fielding is private equity operating advisor, human capital at Francisco Partners Consulting. Prior to joining Francisco Partners Consulting, Garry was vice president of global HR services and talent acquisition at Mitel Networks, where he was responsible for implementing Workday globally, building a new recruiting function, establishing company-wide human capital metrics, and leading a host of other operational improvements. Before that, he was an associate principal at a start-up Workday consulting firm where he developed consulting practitioners, led the payroll practice, and helped companies establish their global HR systems infrastructure. Garry has spent over 17 years developing his global HR expertise and has worked across a broad spectrum of industries for all types of companies including start-ups, mid-sized to large corporations, and consulting firms.

Jenna Fisher, Managing Director, Corporate Officers Practice – Russell Reynolds Associates

Jenna Fisher leads the Russell Reynolds Associate’s corporate officers sector globally and manages the Palo Alto office. She specializes in leading senior financial officer assignments and has successfully completed more than 300 searches serving clients across various sectors, including the technology, consumer, healthcare and retail industries. Jenna’s clients include Fortune 1000 corporations, middle-market private equity portfolio companies and highly visible, pre-public venture capital-backed enterprises. She focuses on recruiting CFOs, as well as treasurers, corporate controllers, FP&A professionals, internal audit executives and tax specialists. Jenna is also involved at the board level, recruiting financial experts to serve on Audit Committees and preparing organizations for CFO succession. She is based in the San Francisco Bay Area, though her work spans North America, Europe and Asia.

Before joining Russell Reynolds Associates, Jenna was a consultant with Bain & Company, where she advised private equity clients and senior management of Fortune 500 technology, consumer goods and retail companies on a variety of strategic issues. She started her career as an entrepreneur, founding and successfully selling a services company in Houston.

Valerie Frederickson, Founder & CEO – Frederickson Partners

Valerie Frederickson, MS, CMP is founder and CEO of her eponymous company, Frederickson Partners, the largest independently owned people and HR executive search and consulting firm in the US.

As a people and talent thought leader and consultant for over 25-years, she guides some of the most important employers in the world with people, talent and HR executive searches, strategic HR consulting, and high-level interim HR support. Valerie places top HR executives in a variety of industries including high tech, software, wireless, insurance, pharma/biotech, and finance. Clients include Marqeta, Airtime, Dreambox Learning, ServiceNow, Workday, Autodesk, Uber and Alphabet.

Valerie is a leading human resource, people and talent executive search, and career management expert based in Silicon Valley. Recognized at a young age as one of “the top business thinkers in the country” (SF Chronicle), Valerie has been featured in the Wall Street Journal, New York Times, ABC News, Wired Magazine, MSNBC, SHRM Online, Elle Magazine, Diversity Inc.HR Executive, and HR Magazine.

Dennis Grady, Partner – Spire Search Partners

Dennis Grady is a partner at Spire Search Partners. He started his career with Thomson Reuters & UBS Investment Bank in data analytics, client connectivity, client relationship management and project management.

Dennis began recruiting in the financial services industry in 2004 with Core Financial before launching Spire in 2007. He spent two years with a top global retained search boutique executing “C” suite and Sr. executive-level searches prior to Spire Search Partners.

Scott Gregory, CEO – Hogan Assessments

As Hogan Assessments’ CEO, Scott Gregory brings years of expertise in executive selection, development, and succession to his leadership and vision for all aspects of Hogan’s domestic and global business. He was one of Hogan Assessments’ first employees and, following a 12-year stint as vice president of talent management and organizational development at Pentair, he returned to Hogan in 2013 to continue to help clients leverage the science of personality.

He is instrumental in providing expertise on executive selection, development, and succession to Hogan’s global, corporate clients and supports the work of Hogan’s global business alliances with distribution partners.

Dan Hawkins, Founder & President – Summit Leadership Partners

After a successful corporate career, Dan Hawkins founded Summit Leadership Partners to help growth-oriented companies and business leaders improve organization performance. Since forming Summit, he has advised numerous boards, investors, CEOs and senior leaders in a myriad of industries across the globe.

Dan brings 25+ years of proven success as a chief human resources officer, top talent and organization development executive, global HR vice president, and other senior leadership roles with high-performing global companies. Dan has deep expertise in leadership, strategy, assessment, executive, and organization development. He is practical, insightful, and focused on outcomes.

Dan’s corporate experiences include well-known companies such Asurion, Ingersoll Rand, MagneTek, and Hoechst Celanese. He has worked in the public and private arena, including private equity and venture capital. His industry experience includes life sciences, chemicals, technology, consumer products, retail, industrial, and financial services. Dan has significant global experience and has coached senior level leaders and organizations in most regions of the world. He has authored and presented numerous topics on leadership, organization change, strategy, leading in global contexts, and strategic talent management.

Kara Helander, Managing Director, Chief Inclusion & Diversity Officer – The Carlyle Group

Kara Helander is a managing director and chief inclusion and diversity officer for The Carlyle Group. She is based in Washington, DC.

Prior to joining Carlyle, Kara was a managing director at BlackRock, where she led the firm’s global inclusion and diversity, and philanthropy initiatives. Harvard Business School profiled those efforts she directed in the case study, “BlackRock: Diversity as a Driver of Success”. More recently, Kara consulted with organizations to develop corporate social responsibility and diversity strategies. She founded the Science of Diversity and Inclusion (SODI), a coalition of top companies and behavioral scientists working to design and test new approaches to accelerate diversity and inclusivity in the workplace. She also led corporate social responsibility at Barclay’s Global Investors (BGI). Prior to BGI, she launched and led the Western Region for Catalyst in Silicon Valley.

Jim Hirshorn, Partner, Private Equity / Head of Portfolio Management Group – Ares Management

Jim Hirshorn is a partner in the private equity group at Ares Management, where he focuses on portfolio management. Additionally, Jim serves as a member of the management committee of Ares Management and the Ares private equity group’s ACOF investment committee. Previously, he served as an operating advisor for Ares from 2009 to 2013.

Prior to joining Ares in 2009, Jim was the president of Potbelly Sandwich Works. Previously, he was senior executive vice president of the operations, finance, research and development department for Sealy Mattress Corporation. In addition, he was an executive vice president in the portfolio group at Bain Capital, where he focused on providing operating leadership to a number of its retail and consumer products businesses, was a manager at Bain & Company, and worked at Procter & Gamble, where he focused on product development. Jim currently serves on the board of directors of DuPage Medical Group, The Azek Company (formerly CPG International Inc.) and CoolSys. Additionally, he is a board member of Valet Living, LLC. and Dawn Holdings Inc.

Kevin Logterman, Executive Vice President – Slayton Search Partners

Kevin Logterman is executive vice president of Slayton Search Partners. Kevin’s expertise is helping companies build elite management teams. His clients range from prominent multinational corporations to portfolio companies of leading private equity firms. With over 25 years of business and executive search experience, Kevin has cultivated strong relationships with the finest industry leadership. His clients value his passion, discipline, focus, and tireless pursuit in identifying and attracting world-class talent. His process orientation and highly communicative style produce a uniquely successful search experience for his clients. Kevin’s experience in the industrial sector includes specific expertise in general management, including CEO, CFO, president/GM and top functional leadership roles.

Prior to his search career, Kevin held engineering and sales positions in the manufacturing sector with Regal Beloit Corporation and Ingersoll Cutting Tool Company. With over 25 years of business experience, he has developed a strong interest in understanding the competitive challenges facing businesses today and assisting organizations with attracting a level of talent that makes a major difference in their success.

Hugh MacArthur, Head of Global Private Equity – Bain & Company

Hugh MacArthur is a director in the Boston office and head of Bain’s global private equity practice. He helped found the practice 15 years ago, and works with a variety of private equity funds and alternative asset managers, including traditional buyout firms, hedge funds, infrastructure and real estate funds, distressed debt funds, sovereign wealth funds, venture capital firms and banks.

Working with these investment firms, Hugh has led assignments on asset class strategy, geographic footprint, fund operations, organizational effectiveness, fund raising, investment deal generation, strategic due diligence and portfolio company improvement. He has advised funds in the US, Europe, India and Asia, and has worked on hundreds of deals in leveraged buyout, restructuring assignments and merger integration.

Hugh has authored frequently on private equity value creation, state of the industry, and other related topics in publications around the globe, including The Wall Street JournalThe Financial TimesThe Economic Times of IndiaChina Daily, Forbes, and London Business School’s Business Strategy Review. He is also the author of the book Lessons from Private Equity Any Company Can Use, published by Harvard Business Press in January of 2008.

Hugh is also the host of Bain & Company’s Dry Powder: The Private Equity Podcast, in which he interviews leading experts on the trends and opportunities that will redefine the private equity industry.

Mindy Mackenzie, 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.

Steven Maxwell, SVP Portfolio Human Capital – Audax Group

Steve Maxwell is a senior vice president of portfolio human capital for Audax Private Equity, based in Boston. Prior to joining Audax in 2016, Steve worked in the executive search industry and was the talent partner at Kodiak Venture Partners. Prior to that, he was an operating executive at several technology companies.

Jason O'Briant, Managing Director, Human Resources – Blackstone

Jason O’Briant is a managing director of human resources at Blackstone. In this role, he provides human resources leadership in support of a broad set of business groups and corporate teams across the firm to develop and implement comprehensive people and talent management strategies. He brings significant global experience to the role, with expertise in talent management, organizational development and effectiveness, and strategic planning across a variety of businesses.

Prior to joining Blackstone, he held several senior human resources positions at Pfizer including organizational effectiveness lead for the global established pharma BU, and HR leadership roles for multiple global organizations, as well as focused regional HR leadership responsibilities in Europe, Africa & Middle East, and Asia. He began his career at Georgia-Pacific as a manager in HR, and holds a bachelor degree Mississippi State University and an MBA from Union University.

Dayton Ogden, Head of Talent & Recruiting – Summit Partners

Dayton Ogden works with Summit Partners portfolio companies and investment teams to identify and recruit high-impact senior executives and board members.

Prior to Summit, Dayton ran the CTPartners practice serving venture capital and growth equity clients and their portfolio companies across executive, board and partner/principal investor searches. Previously, he was a cofounder of full-service technology recruiting boutique Fortis Partners and a senior associate at Spencer Stuart. Before that, he was one of the first salespeople at SoBe, a start-up in the nutraceutical beverage category that was acquired by Pepsi.

Nathan Schray, Director of Talent and Organizational Development – Clayton, Dubilier & Rice

Nathan Schray joined CD&R in 2019 and is responsible for internal talent and organizational development. He has worked in a similar capacity across the alternatives investment industry for more than ten years, including roles at Highland Capital and, most recently, Pantheon Ventures. Nathan started his career at KPMG, where he worked in banking and capital markets advisory, focused primarily on operational strategy.

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.

Jeff Warren, Managing Director, Private Equity Practice – Russell Reynolds Associates

Jeff Warren leads the global alternatives practice at Russell Reynolds Associates and is the area manager for the firm’s Los Angeles office. He conducts leadership and succession engagements across the C-suite, including the investment and financial officer functions, working with public companies, private equity firms and their portfolio companies. He is a member of the firm’s CEO/board services practice and has also led engagements for a variety of financial services firms including private equity, investment management, banking, consumer finance and real estate clients. Jeff advises clients within private equity and alternatives, working across the investment firm and portfolio company levels.

Prior to joining Russell Reynolds Associates in 1999, Jeff was director of business development for KSL Fairways, a wholly owned subsidiary of KSL Recreation Corporation and a private equity affiliate of Kohlberg Kravis Roberts & Co. In this role, he oversaw business development, acquisition and strategic planning activities. Previously, Jeff was in the financial institutions’ investment banking group at Merrill Lynch and, earlier, with Manufacturers Hanover Trust Company in leveraged finance and merchant banking.


Premier Sponsor

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 decades of expertise to help clients solve their most complex leadership issues. For more information, visit

Bain & Company is a global consultancy that helps the world’s most ambitious change makers define the future. Across 58 offices in 37 countries, the firm works alongside their clients as one team with a shared ambition to achieve extraordinary results, outperform the competition and redefine industries. Bain & Company complements their tailored, integrated expertise with a vibrant ecosystem of digital innovators to deliver better, faster and more enduring outcomes.

Bain & Company is the leading consulting partner to the private equity (PE) industry and its stakeholders. PE consulting at Bain has grown eightfold over the past 15 years and now represents about one quarter of the firm’s global business. Its practice is more than triple the size of the next largest consulting company serving PE firms. Bain’s work with PE firms spans fund types, including buyout, infrastructure, real estate and debt. The firm also works with hedge funds, as well as many of the most prominent institutional investors, including sovereign wealth funds, pension funds, endowments and family investment offices. Bain & Company supports its clients across a broad range of objectives that include deal generation, due diligence, immediate post-acquisition and ongoing value addition, exit planning, firm strategy and operations, and institutional investor strategy. For more information, visit

VIP Cocktail Reception Sponsor

Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic, consultative partner to their clients and candidates, the firm focuses on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results.

Ranked first as the Largest Executive Recruitment Firm in 2020 by Crain’s New York Business, Solomon Page has grown into one of the most sought after retained executive search practices in the financial services and private equity sectors over the past 30 years. Taking a creative approach to each search engagement, their process combines thorough organizational mapping, competitive analysis, and deep, first-hand knowledge of the industry. Operating as an extension of the clients’ organization, their teams of consultants help shape and actualize clients’ vision through a comprehensive understanding of business goals and objectives.

Solomon Page is a $200M+ organization with over 300 employees, fourteen divisions, and sixteen office locations. For more information, visit

Platinum Sponsor is an executive advisory and capability building company.

At, they want to have a positive impact on the world by helping businesses perform better. When the firm helps business leaders succeed it elevates their customers, employees, stakeholders and their communities. was founded to advise, consult and teach business leaders the tools and approaches needed to bend the value curve upward in this era of exponential change.

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Lanyard Sponsor

JM Search is a premier retained executive search firm and trusted advisor to CEOs, investors and boards of directors in recruiting, assessing and delivering high-performance leaders and transformational leadership teams. 

JM Search clients include private equity firms and portfolio companies, venture capital-backed businesses, and publicly held companies across North America. Founded in 1980, the JM Search team brings together former operating and financial executives, investors and experienced search professionals with deep industry specialization, functional expertise and proven access to talent spanning multiple industry sectors.  

With national reach and local market depth, the firm’s partner-led approach enables JM Search to deliver exceptional leaders who enhance organizational performance and drive shareholder value. For more information, visit

Lunch Sponsor

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

Breakfast Sponsor

Launched in 2007 by a team of tenured search consultants with financial industry (capital markets, data analytics, fintech) experience; Spire Search Partners began as a collection of specialist teams aligned to risk, data, finance, strategy/consulting and operations, all focused on providing the highest level of service to capital markets, private equity, consulting and fintech firms.

By way of their work for several top private equity firms, Spire Search Partners eventually expanded into supporting leadership roles within fast growing portfolio companies. In their 13+ year history the firm has placed 100s of specialized and high value professionals in leadership roles with a variety of leading banks and asset managers (alternative and traditional) as well as consultancies and Fintech/Tech firms.

The firm’s data and research driven search process is enabled by its historical and ongoing efforts to map the teams (talent, org. structure, diversity) under the CFO, COO and CRO of a growing list of major asset managers. Spire Search Partners has built a broad network of relationships from top to bottom of these functions as well across strategy and portfolio operations to support their client’s efforts to positively impact their firms and their portfolio companies. The firm prides themselves on their passion for this business, their commitment to excellence to client and candidate experience and their track record of return clients. For more information, visit

Talent Assessment Sponsor

No PE firm should begin its evaluation of candidates without turning to HoganAssessmentsThe 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

Strategic HR Search Sponsor

Frederickson Partners recruits high impact human resources leaders for innovative companies. Frederickson matches growth-stage startups, thought-leading non-profits and think tanks, tech unicorns, and the Fortune 500 with world-class full-time and project-based talent. 

As the country’s leading people executive search firm for almost 25 years, Frederickson actively develops and nourishes meaningful, long-term relationships with over 20,000 rising and established people operations and HR executives worldwide. Frederickson’s deep network and unparalleled reputation have earned it the role of trusted career advisor and leading talent scout for even the most out-of-reach candidates, typically enabling Frederickson to present superstar candidates within only three weeks.  

Frederickson Partners unites technology and business leaders with people executives capable of shaping culture and attracting and retaining talent in dynamic, ultra-competitive marketplaces. These leaders know how to scale high-growth businesses, transform corporate culture, prepare for public offerings, manage public company compliance and provide trusted counsel to board members and senior leaders. 

Frederickson Partners is headquartered in Menlo Park with offices in San Francisco, San Jose, New York, Austin, Ohio and Florida. Clients include Alphabet, Facebook, Gartner, Gilead, Intel, Palantir, Pinterest, ServiceNow, Roche, Twitter, Uber and Workday. For more information, visit

Gold Sponsors

Acertitude is a reimagined executive search firm and leadership consultancy that helps transform businesses by recruiting exceptional board, c-level, and senior executive leaders. Our dedicated team specializes in partnering with private equity firms and portfolio companies who find themselves at a transformative moment in time, delivering for 60% of top private equity firms globally.

We believe in the unstoppable power of brilliant people at work – their ability to transform an entire business, to empower a whole team, to change their lives and the lives of the people they care about for good. So our focus is singular, finding the right individual, for the right role, so that they can unleash their true potential.

Each business we work with we treat as our own, taking ‘extreme ownership’ over our clients needs and seeking to understand everything there is about them. Searches are not one-offs, but long-term partnerships built on personal relationships and deep business understanding. This closeness to clients allows us to stay in tune with their evolving needs and to meet these by adapting our trusted process with speed. For more information, visit

BoardEx is a people-centric database and a leading relationship mapping service. Global executive search firms use BoardEx for executive placement and recruiting across board of directors, C-Suite, Private Equity, and public corporations. The relationship mapping solution also enhances business development.

BoardEx’s universe of Organizations and Individuals is the industry gold standard and is solely collected from credible, public sources which cannot be edited by users. The firm’s skilled team of analysts research, verify and maintain millions of profiles daily. For more information, visit

Coulter Partners is a board and senior level global executive search specialist focused exclusively on Life Sciences. The firm works closely with those at the cutting edge of innovation in the industry to understand their challenges. With an extensive global network and expertise gained over 25 years in the sector, Coulter Partners has become trusted advisers on leadership in the pharmaceuticals, biotechnology, medical technology, diagnostics, health tech, CRO and services sectors. The firm works closely with the global investor community, hiring for their own teams as well as building the boards and executive leadership teams of their portfolio companies.

The largest and fastest growing dedicated life science search firm, their team of 95 completes over 260 assignments a year working from 14 offices across UK, EMEA, USA & APAC. They share knowledge and connections across the globe, as one team with one goal. To bring their clients the world’s best talent. For more information, visit

Notch Partners is the leader in executive-centric investment strategies for private equity firms. Founded in 2002, Notch cultivates high-impact executive relationships that drive their PE clients’ investment success. 

Notch Partners’ clients are top-tier PE firms that rely on Notch, and their extensive executive network, to serve as a deal catalyst – providing differentiation in competitive processes; proprietary access to deals and deal angles; and investment performance improvement through managerial and board talent. 

For accomplished executives, the firm offers guidance on leveraging their experience in the world of private equity; access to leading PE firms; and meaningful engagement opportunities for current and former C-suite executives. For more information, visit

PierceGray is a retained executive search firm that specializes in operations, commercial, and transformation leadership in private equity and other investor-backed environments. For more information, visit

When it comes to executive search, Slayton Search Partners knows how important it is to find a partner who can understand your needs, recruit best-in-class talent, and counsel you toward a successful conclusion to the search process.

That’s why at Slayton Search Partners, their approach is to focus on possibilities, not limitations.

This has been the firm’s strategy since its beginning in 1985. Built on strong principles of knowledge, integrity, communication and quality, the firm has evolved alongside an ever shifting business landscape, gaining insight and expertise while crafting a better search alternative.

With a rich understanding of their practice areas and deep, collaborative relationships with industry leaders, the firm continually drives top performance in the executive recruiting sector, delivering a better experience for its clients and candidates alike.

The Slayton way of Limit-Less thinking and acting has made them of the fastest-growing executive search firms in North America, building a distinguished roster of clients and attracting more of the top candidates sought after by top firms and organizations. For more information, visit

Summit Leadership Partners advises boards, investors, CEOs and senior leaders on strategically scaling business through talent assessment, leadership development, and organization effectiveness.

They are former business leaders with deep behavioral science expertise.

The firm partners with their clients to increase leader and organization performance to better execute strategy, accelerate growth, and deliver expected returns. For more information, visit

Exhibitor Sponsors

HR Equity partners with PE and VC backed scaling businesses to help them maximize their most important asset, their people. With over 40 years of first hand HR operational experience, their unique talent acquisition gap analysis guides us in assessing the best approach to enhance your talent resources.

Through the firm’s unique scoring system, we can clearly identify the operational roadmap that guides them in accelerating your hiring, achieving performance results, and aligning the organization to deliver on shareholder value. HR Equity’s customized programs are designed specifically to address a company’s revenue size and resource availability to optimize outcomes.

Use cases include: streamlining compensation structures, implementing talent infrastructures, developing performance management processes, coaching and mentoring executives, and more.

Stop by the HR Equity table in the lobby for a chance to win a mini gap analysis or an apple watch. For more information, visit

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

Social Media Sponsors

FMG Leading is an advisory firm that helps clients build world-class organizations at the intersection of business strategy and human capital performance. FMG Leading’s clients outperform the competition by developing the leaders, teams, and cultures that they need to deliver on strategy and accelerate growth.

FMG Leading’s Private Equity practice helps firms overcome the human capital challenges associated with identifying and growing investments, from assessing senior leaders to building the alignment and skill required to execute on strategy. FMG Leading has a strong track record of partnering with investors to identify the human capital strategies most critical to achieving their investment thesis, accelerating value creation, and positioning them for a strong exit.

FMG Leading partners with PE investors to ensure their human capital strategies align with enterprise strategy, maximizing shareholder value and driving growth across the portfolio. For more information, visit

Innova International is a premier advisor to the executive search industry. It is their mission to help executive search firms adapt, scale and grow by delivering exceptional advisory work in a rapidly changing industry. The firm’s best-in-class advisory work focuses on financial modeling, hiring and recruiting new partners, developing compensation models, and incorporating the latest technology, all while advising on industry best practices. Through the lens of innovation, Innova International helps search firms scale no matter their size or industry focus.

Prior to starting Innova, Ken Vancini founded ZRG Partners. Along with his partner Larry Hartmann, ZRG unlocked the formula for scaling a search firm. Under their leadership, ZRG became recognized as a global leader in executive search, realizing a 30% compounded annual growth rate from inception. Ken led global research, recruitment, accounting, information technology and marketing from his Boston office. Ken identified, attracted and retained some of the best search partners from around the globe. During his 16 years running ZRG, Ken personally led searches for his clients in 22 countries on five continents. For more information, visit

Wilton & Bain, which provides executive search, interim management/consulting and technology resourcing services, has become the market leader in the technology, professional services, and converging digital markets. With offices in London, San Francisco, New York and Frankfurt, Wilton & Bain has developed unrivaled expertise in technology to focus on digital transformation for clients across TMT, retail, consumer, financial services, insurance and utilities. For more information, visit

Networking Sponsors

Founded in 1994, The Bowdoin Group is an award-winning executive search firm that specializes in leadership and strategic roles, recruitment process outsourcing (RPO) services, and major hiring projects for a wide range of companies, from small firms building out their executive team to larger firms sourcing talent for rapid market expansion. With deep expertise in BioPharma, Digital Health, FinTech and Financial Services, and Software and Technology, The Bowdoin Group is a national leader with the ability to source talent and service companies globally. The company’s service reputation has earned it a ranking in the top 2% of the recruiting industry for client satisfaction year after year.

The Bowdoin Group is also active in supporting the local entrepreneurial ecosystem as well as several non-profit causes, including Life Science Cares, NEVCA, Hack Diversity, and FinTech Sandbox. For more information, visit

Chapel Hill Solutions is a retained executive search firm that provides hiring solutions to organizations across the nation. The firm builds meaningful, long-lasting relationships with all of their clients. The firm’s success is a result of their commitment to the best people, the best solutions, and the best results.

Why CHS?
– Executive Search: Executive leaders are their sole focus. CHS recruits the right executives for your team.
– Extensive Network: The firm develops and cultivates deep relationships with executives. Clients benefit from tapping into their network.
– 25 + Years’ Experience: Tenured and experienced consultants bring perspective and guidance throughout the process.

For more information, visit

Charles Aris is a fully retained executive search firm recruiting world-class talent for 50 years. The firm recruits across a variety of functions and industries to identify, attract and deliver A-level leaders to fill mission-critical roles for client organizations. For more information, visit

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

In four short years, Kingsley Gate Partners has gone from 3 people around a kitchen table to operating in 29 countries. How is that possible? Engage with them to find out!

Setting a new paradigm. Kingsley Gate Partners’ proprietary framework—Synchronous Fit® —uses a blend of science and technology infused with expert human insight to solve complex human capital challenges that arise out of the constant evolution of businesses, dramatically improving those things most important to clients—Accuracy, Velocity, Transparency and Accountability. 

Always ahead of the curve. The firm’s value proposition is simple: They provide executive search that is faster, more accurate and more transparent. The firm’s proven technology roadmap enables them to continuously improve speed and efficiency, keeping them a step ahead of the best.

Kingsley Gate Partners invests in their people. Kingsley Gate University sets the new standard in firm member training and development. All of the firm’s systems are mobile first, in the cloud. This means that firm members, clients and candidates are connected anytime, anywhere.

Kingsley Gate Partners – boldly defining the future of executive search. For more information, visit

For over 30 years, StevenDouglas has been helping companies succeed through identifying, recruiting and providing access to top talent for their clients. The firm is one of the nation’s leading boutique search and interim resources firms with an industry agnostic client base that spans start-ups, middle-market, and large companies. Their client base includes publicly traded companies, private equity and venture capital firms, and privately-owned businesses throughout the United States, Latin America and Canada. For more information, visit

Cancellation Policy

(Cancellation notice: any passes canceled after March 11, 2020 will not be refunded. Sponsorships non-refundable.)


Thank you for your interest in attending our upcoming conference, ‘Private Equity Recruiting: Driving Investment Returns Through Talent Management,’ to be held on November 10, 2020 at the Harvard Club of New York. 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.

Hunt Scanlon Media is convening more than 500 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.


Price: $1,350 

Price: $995

(Cancellation notice: any passes canceled after March 11, 2020 will not be refunded. Sponsorships non-refundable.)