OPENING REMARKSRob Adams Moderator – Hunt Scanlon Media
DRIVING INVESTMENT RETURNS THROUGH TALENT MANAGEMENTIntroduction by: Valerie Frederickson Founder & CEO – Frederickson Partners Jon Weber Head of Portfolio Company Management – BlueMountain Capital Management
Institutional investors increasingly see portfolio company talent management as a crucial lever for value creation and risk mitigation. Jon Weber heads portfolio company management at BlueMountain Capital Management, where his team oversees recruitment, assessment and management of board members and executives. Having served as an executive, board member or board level advisor for more than 100 investor-controlled companies, Mr. Weber will share a talent focused approach to improving outcomes and investment returns along with pitfalls to be avoided and lessons learned.
CHALLENGES OF HIGH GROWTH IN A COMPETITIVE MARKETJosh Withers Founder & GM – True Search North America
Going from “zero to 60” on the growth scale can be tough. When times are slower, an executive role can feel siloed and one dimensional. But when high growth kicks in, people are constantly being stretched, which can push company infrastructure to a breaking point. How are smart companies navigating these periods of acceleration in a competitive talent environment? Josh Withers, founder and managing director of True Search, provides answers and explores how today’s successful companies attract growth-driven talent in a candidate market, how to keep high performers, and how to help current and next generation leaders reach their full potential.
RECRUITING NUANCES BETWEEN PE & VC ENVIRONMENTSLisa Peacock-Edwards (Moderator) Managing Partner – Wilton & Bain
Private equity and venture capital firms share many common disciplines and approaches. Both sectors are highly-charged and their portfolio investments are often measured by returns in the millions or often even in the billions of dollars. To this end, identifying the right executive leadership talent inside the portfolios is often times the primary focus of talent partners as they seek the most highly-skilled professionals who can operate within a pressure-packed environment that drives the highest levels of business execution. But while PE and VC share many commonalities, the nuances of portfolio company talent evaluation, acquisition, and retention can be quite different. In this panel discussion, six leading talent professionals at some of the most prominent private investment firms discuss the unique aspects of recruiting top talent within their portfolios, and how their firms’ investment profiles and strategies dramatically impact how they each uniquely approach this search for key executive leadership within their companies.
Kleiner Perkins Caufield & Byers
Welsh, Carson, Anderson & Stowe
Vice President of Recruiting
Norwest Venture Partners
Head of Talent
Bessemer Venture Partners
Venture Capital & Private Equity Lead
CEO & Co-Founder
CREATING BETTER PAY EQUITY LEVERS TO RETAIN TALENTPaula Judge VP Talent – Accel Partners
Venture-backed portfolio companies are staying private longer – and that is completely altering the way talent is being valued and paid. But as companies scale over longer periods of time, what are the equity management strategies that enable attracting and retaining talent – while aligning the interests of investors, founders, and employees? Paula Judge, VP Talent at Accel Partners, examines how the firm encourages their portfolio companies to develop a compensation philosophy that will secure the right C-level talent at the right time, based on their unique value proposition. In this powerful presentation, we’ll discover how she’s doing it at one of the premier venture capital firms in Silicon Valley.
THE CRITICAL LINK BETWEEN SCIENCE AND HIRING
CEO – Hogan Assessments
No PE or venture capital firm should begin its evaluation of candidates without first turning to a talent assessment system. These assessments are designed to predict job performance by assessing personality and core values. Scott Gregory, chief executive officer of Hogan Assessments, examines the critical link between science and hiring.
The Profit vs People Paradox: Measuring & Maximizing the Economic Value of TalentAlan Guarino Vice Chairman – Korn Ferry Jean-Marc Laouchez President – Korn Ferry Institute
Real science can be applied when looking at the ways properly led talent can drive value creation in companies. Korn Ferry Institute’s research is groundbreaking in this area and in this informative keynote address we will show how it can give you a competitive advantage. As we all know, work-life balance rarely exists. Work has often become the dominant activity in the lives of every employee. That demands more soulful leadership in order to maximize their engagement and contribution to the company. If three employees are 70% engaged in their work, then those three people are basically giving you the work of only TWO people who are FULLY engaged. Think about that math knowing that your staff is a significant part of your operating expenses. Is this happening in your portfolio? Alan Guarino, vice chairman of Korn Ferry, and Jean-Marc Laouchez, president of the Korn Ferry Institute, will discuss how to quantify and optimize the value of people embedded in deal valuation and eventual outcomes. They will be joined by senior partners Joe Healey and Chris Cantarella, contributors to this dynamic research-based session.
Maximizing Partnerships With Search FirmsRyan Greene (Moderator) Operating Partner – Francisco Partners
Private equity and venture capital firms are in a bidding war for top talent. For them, leadership is the new bottom line – the critical lever to maximize and sustain growth in often highly time-sensitive environments. But there is a global talent shortage in the C-suite, and that is putting search firms in the crosshairs of sourcing, evaluating and recruiting the best leadership available at any given time. In this far ranging panel discussion, leaders from five top search firms dedicated to the PE and VC sectors examine how they successfully collaborate with clients. These experts then look to the future and explore how these partnerships will likely change.
Founder & Managing Partner
Russell Reynolds Associates
Finding Talent and the Race to Fill the VoidIntroduction by: Keri Gavin Partner - Hanold Associates Leah Scanlan Operating Partner – Khosla Ventures
The way start-up companies build teams and acquire top talent has undergone a massive shift recently. Arguably, it is the single biggest transformation CEOs have had to face in today’s venture environment. Leah Scanlan, an operating partner at Khosla Ventures, examines the catalysts for this change, including the substantial increase of $100M+ ‘mega-rounds’ and the impact that new reality has had on the competition for talent. Given her focus on people management and human capital management, she will explore how chief executives now must readjust their approach to hiring for overall organizational optimization.
Securing the Right Leadership Through Human Capital CollaborationKristin Richards Director, Human Capital – TPG Growth Martin Coulter Operating Partner, Healthcare – TPG Growth
Securing the right leadership for portfolio companies is a complex process. In the most successful circumstances, it often fuses the needs of a ‘commercial’ operating partner and a human capital professional. Getting that collaboration to work effectively can make all the difference between a company that grows and outperforms vs one that falls short and fails. In today’s closing session, we explore how this partnership works at TPG, one of the world’s largest private equity concerns.
Closing RemarksRob Adams Moderator – Hunt Scanlon Media
Private equity and venture capital 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 and venture capital leaders, chief talent officers and executive recruiters at the JW Marriott in San Francisco on September 26, 2019 to explore the link between talent and growth. We examine why success in the PE & VC community – long synonymous with growth – is now tied inextricably to talent.
‘Private Equity Recruiting: Linking Talent to Growth’ will include leaders from across the field, including: Valerie Frederickson, founder & CEO of Frederickson Partners; Jon Weber, head of portfolio company management at BlueMountain Capital Management; Josh Withers, founder & GM of True Search North America; Lisa Peacock-Edwards, managing partner at Wilton & Bain; Jackie Xu, talent partner at Kleiner Perkins Caufield & Byers; Brian Kasser, talent partner at Welsh, Carson, Anderson & Stowe; Teri McFadden, vice president of recruiting at Norwest Venture Partners; Miia Laukkarinen, head of talent at Bessemer Venture Partners; Mercedes Chatfield-Taylor, venture capital & private equity lead at Caldwell; Joanna Riley, CEO & Co-founder of Censia; Paula Judge, VP talent at Accel Partners; Scott Gregory, CEO of Hogan Assessments; Alan Guarino, vice chairman of Korn Ferry; Jean-Marc Laouchez, president of the Korn Ferry Institute; Ryan Greene, operating partner at Francisco Partners; Kevin Kernan, partner at JM Search; Tom Neiman, co-founder of Signal Partners; Holly McCarthy, founder and managing partner of Opus Advisors; Jeffrey Warren, managing director at Russell Reynolds Associates; Abe Doctor, partner at TritonExec; Keri Gavin, partner at Hanold Associates; Leah Scanlan, operating partner at Khosla Ventures; Kristin Richards, director – human capital at TPG Growth; Martin Coulter, operating partner – healthcare at TPG Growth; and others.
We invite you to come learn how the private equity and venture capital community is reimagining how they recruit, develop, manage, engage and retain 21st century talent.
Join our exclusive network of 400 PE & VC leaders, chief talent officers and executive recruiters on September 26, 2019 at the JW Marriott of San Francisco. 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.
JW Marriott of San Francisco
515 Mason Street, San Francisco, CA 94102
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.
Martin Coulter, Operating Partner – TPG Growth
Martin Coulter is an operating partner with TPG Growth and The Rise Fund and is based in Boston, where he works with the healthcare group to support diligence of new opportunities and help the executive teams of portfolio companies reach their full potential.
Before joining TPG, Martin served as CEO of PatientsLikeMe, a digital health company and innovator in patient-centered healthcare that worked to advance the development and delivery of new treatments and therapies for chronically ill patients.
Abe Doctor, Partner – TritonExec
Abe Doctor is a partner at TritonExec’s and directs North American operations. He is a specialist in the recruitment and assessment of CEO, CxO and board directors for global Fortune 500, venture capital and private equity-backed organizations spanning the technology, digital, business and professional services, high-tech and financial services industries.
Prior to joining TritonExec, Abe spent five years at Korn Ferry where he served as client partner and global practice leader. With 16 years of executive recruitment and talent advisory experience, he has worked with management and strategy consultancies, technology services and outsourcing firms, financial technology and industrial technology businesses. He also has experience leading searches for digital, business transformation, analytics and strategy/M&A leaders.
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.
Keri Gavin, Partner - Hanold Associates
Keri is a Partner at Hanold Associates focused on recruiting the best HR leaders in Talent Acquisition, Organizational Development, Talent Management, Operations and Total Rewards. Her signature strength is being a personable, skilled relationship builder who is able to build trust and communicate important information effectively.
Prior to joining Hanold Associates, Keri was the Director of Host Relations and Customized Training for Ragan Communications. At Ragan, she fostered relationships with communications leaders at Fortune 500 companies to secure event partnerships.
Before Ragan, Keri was a television anchor and reporter for KCCI-TV in Des Moines, Iowa. Her most memorable assignment was a one-on-one interview with First Lady Michelle Obama at the White House.
Ryan Greene, Operating Partner – Francisco Partners Consulting (FPC)
Ryan Greene is an operating partner with Francisco Partners Consulting (FPC), focused on human capital management and organizational topics. Ryan wears a multitude of hats at FPC, supporting FP deal teams and the senior management teams of FP’s 45+ portfolio companies on a broad range of value creation initiatives, including leadership team building and development (i.e., sourcing, assessment, onboarding, 360-degree feedback coaching, retention, succession planning), organizational consulting (i.e., restructurings, M&A integrations, org design), and various other initiatives in human capital operations. Ryan works as an advisor directly to the CEOs and HR leaders of FP’s portfolio companies and previously served as Interim Head of HR for the carve-out and stand up of Dell’s Software Group (now dba SonicWall and Quest Software).
Prior to joining FPC, Ryan worked as a principal with Green Peak Partners, specializing in talent assessment, executive coaching, and organizational due diligence with private equity clients. Ryan previously spent over 10 years with The Boston Consulting Group (BCG), where he primarily focused on organizational transformations, pre/post-merger integrations, and turnarounds for technology and healthcare clients.
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.
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.
Paula Judge, VP Talent – Accel Partners
Paula Judge joined Accel Partners in 2018 to focus on talent efforts across the firm’s wide range of portfolio companies. Prior to Accel, Paula led the Americas sector go-to-market recruiting efforts at Palo Alto Networks during a period of significant revenue and headcount growth. She joined Palo Alto Networks from Heidrick and Struggles where she conducted executive level searches for the technology practice.
She began her career in the non-profit sector, holding a number of fundraising and programmatic roles with San Francisco Ballet and the Toigo Foundation.
Brian Kasser, Talent Partner – Welsh, Carson, Anderson & Stowe
Brian Kasser is the talent partner for the WCAS technology team. Focusing on executive talent strategy and management, he is responsible for helping WCAS’s technology companies to build outstanding leadership teams. He brings to WCAS more than a decade of executive search experience having placed hundreds of leaders in many of the technology industry’s top organizations.
Prior to joining WCAS in 2019, Brian served as partner and head of executive talent for Lightspeed Venture Partners. Earlier, he was a longtime partner at Russell Reynolds Associates, a leading executive recruiting firm.
Before his executive search career, Brian was an investment banker at Salomon Brothers, Lehman Brothers and Thomas Weisel Partners.
Kevin Kernan, Partner – JM Search
Kevin Kernan brings 25 years of operational leadership experience within the technology sector to JM Search. As a CEO and senior executive, he has built management teams, raised capital from top-tier venture firms, and led companies through successful exits. His operational background, combined with nearly an additional decade in recruiting, makes Kevin a go-to executive search partner for private equity and venture capital investors, board directors, and CEOs of SaaS, cybersecurity, and analytics companies.
Kevin joined JM Search as a partner in 2016 after six years as a managing director at ChampionScott, a technology-focused executive search firm. Before pivoting into recruiting in 2009, Kevin spent 25 years in go-to-market leadership roles for software and cybersecurity companies. As CEO of Secure Software, he raised multiple rounds of venture funding, built the entire leadership team, and successfully sold the business within four years.
As a testament to Kevin, each venture firm that invested in Secure has since hired him to recruit for their portfolio companies. For the 17 years prior to Secure, he held a number of senior leadership roles at Rational Software Corporation and was instrumental in the company scaling its revenue to over $700 million before IBM acquired it in 2003 for more than $2.5 billion.
Jean-Marc Laouchez, President – Korn Ferry Institute
Jean-Marc Laouchez has accumulated over 20 years of consulting experience, partnering with boards, CEOs and business leaders to help them design and implement their strategies. Over the course of his career, Jean-Marc has developed a passion for helping leaders and organizations perform and grow by integrating business and people dimensions.
He has worked with companies in multiple industries and geographies in strategy and organization design and implementation, board governance, leadership effectiveness, culture transformation, turnaround, and mergers. Jean-Marc now leads the Korn Ferry Institute, KF research analytics and innovation arm.
Prior to these roles, he was Korn Ferry chief knowledge and transformation officer. He also led the global financial services sector, the global family-owned business practice and the Latin America key clients’ team. Before joining Korn Ferry in 2007, Jean-Marc was Brazil CEO and first global partner-elect of Axialent, an international corporate culture and leadership development and coaching firm.
He also worked over seven years at McKinsey & Company, a global strategy and management consulting firm. He was a leader of the organization practice and served large clients in Brazil, Europe and the USA. Before his consulting career, Jean-Marc worked at investment Banque Indosuez (now Crédit Agricole) as financial analyst, private banker and international controller.
Miia Laukkarinen, Vice President of Talent – Bessemer Venture Partners
Miia Laukkarinen is vice president of talent at Bessemer Venture Partners, where she leads the firm’s talent network and recruitment efforts. She works closely with Bessemer’s investment team and portfolio companies on all human capital programs and hiring strategies.
Prior to joining Bessemer, Miia spent over a decade filling vice president and C-level positions in venture-backed consumer internet and software companies. She was also an associate and a member of the venture capital practice of The Caldwell Partners and Heidrick & Struggles.
Holly McCarthy, Founder & Managing Partner – Opus Advisors
Holly McCarthy launched her executive search career in 1997, with a boutique executive search firm. She rapidly became the No. 1 recruiter in the firm’s then 10-year history. After four years of exceptional record-breaking production, she was asked to buy out the former partners and take over the firm. Subsequently, Holly was asked to join Korn Ferry where she was once again a top requested recruiter, placing CEOs and CFOs in a number of Fortune 1000 companies.
In 2003, Holly decided to pursue her penchant for financial services and focus solely on investment banking, hedge fund, and private equity recruiting.
She founded Opus Advisors in 2006 in an effort to create a firm with an exceptional team culture, representing top-tier clients & candidate talent, with unparalleled ethics, sense of urgency, and care.
Teri McFadden, Vice President of Talent – Norwest Venture Partners
Teri McFadden brings more than 20 years of experience in management recruiting and human resources development to Norwest Venture Partners. During her career, Teri has cultivated a robust network of entrepreneurs, executives and key industry influencers to help grow portfolio companies with the best possible management teams and boards of directors.
At Norwest, Teri works closely with the firm’s investment professionals, co-investors and board members, as well as portfolio company founders and CEOs, to evaluate new investment opportunities and grow existing portfolio companies.
Before joining Norwest, Teri served as human capital partner at ComVentures. During her seven year tenure there, she worked closely with the investment partners and personally built out executive teams, including several CEOs, for high impact portfolio companies. Prior to ComVentures, Teri established the senior recruiting partner role at venture capital firm, Accel Partners, in 1999. She also helped with the formation of Accel-KKR in building its team and working with the firm’s portfolio companies.
Prior to her work with venture capital firms, Teri spent more than a decade in retained executive search with global search firms Spencer Stuart and Heidrick & Struggles.
Tom Nieman, Co-Founder – Signal Partners
Tom Nieman is a co-founder of Signal Partners. He is also founder & CEO of Signal’s predecessor company, Fortis Partners, a full-stack search firm that spanned both executive and non-executive recruiting. For the last 20 years he has recruited CEOs and their direct reports for venture and PE-backed companies nationwide, as well as partners for firms such as Kleiner Perkins and Silver Lake Partners.
Tom has led searches for companies such as: Houzz (VP Finance, VP Global Sales; VP Industry Solutions; VP Partnerships), Wealthfront (CFO; Chief Data Science Officer), Chegg (CEO), LifeLock (CMO), Rival (Head of People; Head of Finance), Telesign (CEO), Tastemade (CFO), RuffaloNoelLevitz (CEO), Acxiom (Board Members), and Invoice Cloud (President), among others.
Earlier, Tom was a managing director at Ramsey Beirne Associates, an early tech industry search firm that recruited CEOs for pioneers such as Netscape, Priceline, and eBay. Notable companies he worked with include: E*Trade (CEO; CMO; CFO; CTO), Epicor (CEO), Ariba (VP Global Sales), Trilogy (CFO), and Dell Computer (SVP & GM, Enterprise Division).
He began his career in the Chicago headquarters of DHR International, a global executive search firm.
Lisa Peacock-Edwards, Managing Partner – Wilton & Bain
Lisa Peacock-Edwards has over 15 year’s global executive search and leadership advisory experience with global corporate and PE-backed businesses in financial services and large B2C and B2B customer-centric business across retail, consumer, industrial, E-commerce, telco and media. She has led practices in EMEA, the Americas and Asia.
Lisa specializes in working with businesses going through growth or transformation especially within technology, data, digital and the customer. Her client list has included Wells Fargo, Citi, Goldman Sachs, TD, USAA, Barclaycard, AT&T, Teradata, Elsevier, Euromoney, Tesco, Wal-Mart, Comcast, among others.
Lisa leads the global search and leadership advisory practice at Wilton & Bain with a team spread across New York, San Francisco and London. She also leads the assessment practice for Wilton & Bain, advising clients on discovering their current executives skills and development needs as well as building succession plans. She is known for her depth of insight in technology, digital, innovation and analytics.
Kristin Richards, Director of Human Capital – TPG Growth
Kristin Richards is a director at TPG Growth based in San Francisco, where she serves as director of human capital.
Prior to joining TPG in 2016, Kristin served as vice president of executive talent for Greylock Partners. Before joining Greylock, Kristin spent close to 10 years at Spencer Stuart, where most recently she was a consultant in their technology, communications & media and board services practices. Prior to joining Spencer Stuart, Kristin spent four years as director of executive recruiting at Accel-KKR.
Joanna Riley, CEO & Co-Founder – Censia
Joanna (Jo) Riley is an entrepreneur in technology for the Future of Work. Jo is on a mission to eradicate human bias and enable companies to measure people by merit and capability. As CEO and founder of Censia, she has led her team to build an artificial intelligence and machine learning–based predictive recruiting solution powered by one of the largest talent data platforms in the world—automating the process of identifying talent for opportunities in the most efficient and fairest way possible.
Currently, she is the Chapter Chair for Young Presidents Organization, (SF Bay), is part of the Harvard Business School Presidents program and is an active angel investor. Jo has been recognized as one of the Top 100 Women in Tech, Diversity’s Council of the Most Influential Women, and as CEO has led her previous company to a successful IPO.
Leah Scanlan, Operating Partner – Khosla Ventures
Leah Scanlan is an operating partner at Khosla Ventures, where she works with entrepreneurs and advises portfolio companies on executive search strategy, leadership and talent development.
Prior to Khosla Ventures, Leah was a partner at Daversa Partners, an executive search firm for high-growth, cutting edge technology companies. While there, she worked with the firm’s consumer Internet, healthcare and enterprise software practices. Leah also led and launched Daversa’s CFO practice, working with some of the most influential CFOs across the globe.
Throughout her career, Leah has contributed to building high-performance executive management teams at companies including Uber, Twitter, Square, Dropbox, Airbnb, Yelp, Snapchat, AOL, Instacart, DocuSign, ZocDoc, Shazam, Lending Club, RelateIQ and Lithium Technologies. Earlier in her career, she ran marketing and e-commerce for a children’s publishing company.
Jeffrey Warren, Managing Director – 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.
Jon Weber, Head of Portfolio Company Management – BlueMountain Capital Management
Jon Weber is the head of portfolio company management and serves on the firm’s investment committee. He works with management and boards of companies where the firm is an influential investor. Prior to joining BlueMountain, Jon headed groups at Anchorage Capital Group, Goldman Sachs Special Situations Group and Icahn Enterprises, where he was responsible for operational oversight, governance and value enhancement of portfolio companies. In those capacities, he has served as a board member, senior executive, and board-level advisor for companies in a broad range of industries over 15 years. Roles included president of Icahn Enterprises, L.P. (NYSE-IEP), CEO of Philip Services Corporation and Viskase Companies, and board member of American Railcar Industries, Bavaria Yachtbau, Crescent Communities, Martinrea Honsel, National Energy Group, WestPoint International, WIND Hellas, Xenith Bankshares and XO Communications.
Previously, Jon was an investment banker at JPMorgan Chase & Co. and Morgan Stanley, and an attorney with Weil, Gotshal & Manges. He is a Life Member of the Council on Foreign Relations. He earned a J.D., cum laude, from Harvard Law School, and B.S. and M.B.A., magna cum laude, from Babson College.
Josh Withers, Founder & GM – True Search North America
Josh Withers, founder & GM of True Search North America, brings 15 years of experience to executive searches for True clients in the software and Internet sectors. A True founder, Josh joined in starting True because he recognized his clients need for a firm focused on transparency, data, and a collaborative approach. He also believes in building strong relationships with up and coming talent and with established leaders in today’s disruptive technology companies.
Before starting True, Josh held consultant roles with Heidrick & Struggles, Howard Fischer and CTPartners. Josh has a B.A. in Communication from San Diego State University.
Jackie Xu, Partner – Kleiner Perkins Caufield & Byers
Jackie Xu joined Kleiner Perkins in 2013. She supports strategic hiring efforts for the firm’s portfolio companies and advises them on technical recruiting, compensation and team-building. Her passion is to connect talented people to innovative startups.
Prior to joining KPCB, Jackie managed a bi-coastal team of engineering recruiters and partnered with executive leadership on strategic acquisitions for Twitter. As part of the initial recruiting team at Twitter, she helped the company grow from a startup of less than 100 engineers to a publicly traded company with over 1,000 engineers.
Before Twitter, Jackie spent time at Facebook and in executive search placing senior executives at hedge funds. She began her career at Goldman Sachs in investment banking in New York.
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.
Champagne Reception Sponsor
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.
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.
True Search creates value for the global economy by placing dynamic board members, C-suite executives, VPs, directors, and other strategic talent. The firm’s clients include tech-focused brands, private and public, and established organizations seeking change. From offices worldwide, their industry and functional experts leverage their deep networks to connect companies with leading talent. True’s approach to search blends relationships and experience with data-driven analytics to produce consistently better hiring decisions.
True Search is part of True Talent Advisory, a global suite of products and services including Synthesis, a leadership assessment and development business and Thrive, a collaborative relationship management software platform. For more information, visit www.truesearch.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.
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.
Making AI Work for People
Censia exists to enable discovery of top talent and eradicate human bias in talent search. The Censia Talent Intelligence Platform shifts sourcing from manual search to predictive matching by blending AI and machine-learning with human ingenuity. The firm is transforming the way companies make talent decisions and turning recruiting into a powerhouse for business transformation. It’s time to arm talent professionals with unbiased ways to hire better people faster. For more information, visit www.censia.com.
Hanold Associates is a retained HR executive search firm focused on recruiting human resources officers and diversity & inclusion leaders. The firm understands the importance of talent and culture inside an organization and builds people-first organizations every day, one leader at a time. Although its client list is diverse, across industries, geographies and business scenarios, culture is at the core of everything they do. The firm is shaping organizations while changing the landscape of the human capital space through distinctive leadership.
Some of Hanold’s more recent top HR searches include those for Domino’s Pizza, Under Armour, the National Football League, Patagonia, REI, UFC (Ultimate Fighting Championship), Gucci, Live Nation Entertainment, Apollo, Blackstone, TPG, Northwestern University, Electronic Arts, Fiat-Chrysler, Kohler, SC Johnson, eBay, Great Place To Work, Heinz, Fossil, Vail Resorts, Edward Jones, AbbVie, Carnival Corp., Google, Biogen, Allstate, Bridgestone, Silicon Valley Bank, T. Rowe Price, Wikimedia, Cargill, CNA Financial, Cummins, Tyson, ClubCorp, CDW and Nike, among others. For more information, visit www.hanold-associates.com.
Summit Leadership Partners provides actionable insight to deliver peak organization performance. The firm advises boards, CEOs and senior leaders on strategically scaling business through talent assessment, leadership development, and organization effectiveness.
The firm’s team has held top leadership roles in successful companies and hold MBAs, Masters and/or Ph.D. degrees in addition to numerous other training, certifications and distinctions. They work directly with boards and investors to assess and develop leaders and their organizations to scale the business, delivering on growth, earnings and valuation goals. For more information, visit www.summitleadership.com.
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 www.wilton-bain.com.
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 corp.boardex.com.
Equilar is the leading provider of board intelligence solutions. Its data-driven platforms, BoardEdge and Insight, provide tools for board recruiting, business development, executive compensation and shareholder engagement. Companies of all sizes, including 70% of the Fortune 500 and institutional investors representing over $20 trillion in assets, rely on Equilar for their most important boardroom decisions.
Equilar also hosts industry-leading board education symposiums, conducts comprehensive custom research services and publishes award-winning thought leadership. Founded in 2000, Equilar is cited regularly by Associated Press, Bloomberg, CNBC, The New York Times, The Wall Street Journal and other leading media outlets. For more information, visit www.equilar.com.
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.
Social Media Sponsors
Bancroft Group, LLC enables investment success of top-tier private equity firms by delivering operating insights, consulting solutions and executive talent at key points throughout the investment process. The firm delivers curated, experienced operating partners, portfolio company executives, strategic advisors and bespoke experienced consulting tailored to your specific needs. Bancroft Group, LLC does this by leveraging their network of industry focused experts, search partners and consultants. The firm focuses exclusively on the healthcare market. Investing made easier, faster and less challenging. For more information, visit www.bancroftgroupllc.com.
Ejento is an end-to-end provider of talent acquisition and career development services and software for the startup era. Ejento enables clients – typically fast-growing Series A, Series B and Series C enterprises in the San Francisco Bay Area and Los Angeles – to hire the talent they need to execute their strategy – and empower them to best compensate, develop and motivate their organization. For more information, visit www.ejento.com.
As an international leader in executive search, Gerard Stewart focuses on recruitment for C-suite executives in the human capital space, including for private equity firms, HR technology, HR services, and talent solutions companies. The team at Gerard Stewart advises client companies on recruiting and retaining outstanding leaders and helps mitigate the risks involved with senior level appointments.
The firm has completed engagements across the global human capital landscape. Its prestigious client list includes firms in staffing, workforce management, human capital consulting, information technology services, vendor management software, recruitment process outsourcing (RPO), managed service providers (MSP), professional services and outsourcing. Gerard Stewart leverages deep industry expertise and an extensive network of human capital executives to ensure access to leading candidates in chosen markets. For more information, visit www.gerardstewart.com.
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 www.innovasearch.com.
With a business model that has relationships at the core of its strategy, TritonExec focuses on executive search and talent advisory services for the private equity, digital & technology, and professional services industries. Providing clients services that go beyond the rigid and traditional executive search model, TritonExec’s ability to create a deeper and more meaningful client relationship allows them to deliver custom high-value solutions through a true partnership. Its growing business and influence is headquartered in London, with U.S. offices in Atlanta and New York. For more information, visit www.tritonexec.com.
Assembly is an executive search firm focused exclusively on venture capital and private equity-backed software and technology companies. Through a data-driven process and a partnership approach, the firm strategically partners with businesses and problem solvers to overcome organizational challenges. For more information, visit www.assemblysearch.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.
Blue Wolf Capital Partners LLC is a private equity firm that specializes in control investments in middle market companies. Leading by experience, and with a commitment to excellence, Blue Wolf transforms companies strategically, operationally and collaboratively. Blue Wolf manages challenging situations and complex relationships between business, customers, employees, unions, and regulators to build value for stakeholders. For additional information, visit www.bluewolfcapital.com.
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 also 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 boutique, the team of 85 completes 260 assignments a year working from 13 offices across UK, EMEA, US & APAC. The firm shares knowledge and connections across the globe, as one team with one goal. To bring clients the world’s best talent.
Bianca Coulter, CEO, has appointed 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 since founding Coulter Partners in 2003. For more information, visit www.coulterpartners.com.
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 www.diversifiedsearch.com.
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 www.fredericksonpartners.com.
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 firstname.lastname@example.org.
Lancor is a global retained executive search firm serving primarily growth equity and leveraged buyout funds. The firm specializes in board-level search mandates including CEO, CFO, C-suite executives, independent director and private equity operating partners. Lancor has completed searches across more than 20 industries with particular expertise in the technology sector. The firm’s partners have deep relationships with many of the top funds and make equity co-investments through its affiliate, Lancor Capital Partners. Lancor is privately held, and has six offices across the United States, Europe and the Middle East. For more information, visit www.lancor.com.
TGR Partners provides its clients and candidates professional, honest and valuable services to support the growth of their organizations and careers. Each and every day, the firm strives to build relationships with those they serve through hard work, open communication and results.
TGR Partners network of capabilities was designed to simplify the delivery of high quality, best-in-class executive search and consulting services nationally. The firm makes it simple and you benefit from their years of experience, the extended reach, and the unique capabilities of their team and network of trusted affiliates. For more information, visit www.tgrpartners.com.
Thrive is a software company that develops cutting-edge applications that help recruiters and talent executives make better hiring decisions. Their collaborative, easy-to-use features allow you to spend less time managing a database and more time advising the hiring team. For more information, visit www.thrivetrm.com.
Thank you for your interest in attending our upcoming conference, ‘Private Equity & Venture Capital Recruiting: Linking Talent to Growth,’ to be held on September 26, 2019 at the JW Marriott of San Francisco. 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 400 PE & VC 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.