Private Equity Panel & Dinner with Brian Schwartz of H.I.G. Capital
The YJP Mansion
IN-PERSON IN NYC
Please join us for an exciting evening with gourmet bites, signature cocktails, and strategic networking as we welcome top movers and shakers in the Private Equity space. We are excited to host Brian Schwartz (President at H.I.G. Capital) as the evening's panelist. H.I.G. Capital, a private equity firm with around $45bn assets under management, focuses on management buyouts and recapitalizations of middle market companies, in addition to growth equity investments.
*6:30pm: Dinner, Cocktails, & Networking
*7:30m: Fireside chat with Brian Schwartz, Q&A from young professionals
*8:30pm: Dessert, Cocktails & Mingling
For questions about the event please reach out to: email@example.com
***We greatly appreciate your interest in attending this session. Please read the following attendee guidelines for more information on how to qualify for this session. YJP Sessions are open to professionals with 1-20 years of experience. If you are interested in attending, please apply by clicking the "register" button. A member of our team will review your information and get back to you shortly. If you have over 20 years of experience and do not qualify for this session, we will be happy to provide further information on our executive-level membership and involvement opportunities for which you do qualify. Non-members of YJP are welcome to join one event to experience our group. After your first event we ask that you apply to become a member if you wish to continue being involved in our community.***
Please note that all attendees must show either proof of vaccination or a negative PCR test result from within 48 hours of the event to enter. Wearing a mask when not eating/drinking is recommended and masks will be available for those who need them.
Brian is Co-President of H.I.G. Capital. He joined the firm in 1994. In his current position, along with Co-President Rick Rosen, he helps run the day-to-day operations of the firm and sits on the investment committees for all H.I.G. funds. Prior to this role, Brian held a number of leadership positions at the firm, as well as having led the acquisition of over 25 platform investments in a variety of industries.
Prior to joining H.I.G., Brian worked in PepsiCo’s strategic planning group. His responsibilities included managing strategic acquisitions for PepsiCo and evaluating new business opportunities. Brian began his career with the investment banking firm of Dillon, Read and Co. where he split his time between the corporate finance group and the private equity funds, Saratoga Partners and Yorktown Partners.
Brian earned his M.B.A. from Harvard Business School and his B.S. with honors from the University of Pennsylvania.
Carl Marcellino is a partner based in the New York office. Carl has a broad transactional practice, representing a mix of public and private corporate and private equity investment fund clients on a range of transactions of global significance. Specifically, Carl has led representations involving mergers and acquisitions, leveraged buyouts, special purpose acquisition companies (SPACs), preferred equity investments, and PIPE investments, as well as various securities offerings and compliance and governance matters. He has represented, and continues to represent, some of the most noteworthy private equity investment firms in the global marketplace including H.I.G. Capital, New Mountain Capital, TPG Capital and Welsh, Carson, Anderson & Stowe, as well as their portfolio companies.
Benjamin Gordon is the Managing Partner for Cambridge Capital, a leading investor, advisor and partner for companies in the supply chain and technology sector. Benjamin has invested in Bringg, XPO, ReverseLogix, Liftit, Parcel Perform, Everest, and a host of other leading supply chain companies. In addition, he has served on the boards of many of these portfolio companies. Please see www.CambridgeCapital.com for more information.
Prior to Cambridge Capital, Benjamin founded 3PLex, the Internet solution enabling third-party logistics companies to automate their business. Benjamin raised $28 million from blue-chip investors including Morgan Stanley, Goldman Sachs, BancBoston Ventures, Con-Way, and Ionian. 3PLex has since been sold to Maersk. Prior to 3PLex, Benjamin led strategy projects in transportation and technology at Mercer Management Consulting.
Benjamin is a published author and recognized expert on transportation and logistics, and has been quoted extensively by national media including CNBC, The New York Times, Business Week, ABC, Lehrer News Hour, Journal of Commerce, Transport Topics, Supply Chain Management Quarterly, and Traffic World. Benjamin has been a featured speaker, moderator, and/or chairman at the 3PL Summit, Council of Supply Chain Management Professionals (CSCMP), NASSTRAC, the Transportation Intermediaries Association (TIA), AMB, the International Warehousing and Logistics Association (IWLA), and other industry events. In addition, Benjamin leads the annual BGSA Supply Chain conference, the largest annual conference for CEOs from all segments of the global supply chain.
Benjamin is an active civic leader who is committed to giving back to the community. As founder and chairman of GesherCity, he has boosted young adult volunteerism, expanding the organization from startup to over 100,000 members in twenty locations. Benjamin has also served as Chairman of the Young Presidents Organization (YPO) of Palm Beach. Benjamin has served on the Boards of several non-profit groups, including the Joint Distribution Committee (JDC), JCC Association, Palm Beach United Way, Palm Beach Federation, Palm Beach YPO, the Middle East Forum, the University of Florida Supply Chain Management Center, and various other community organizations. Benjamin received a Masters in Business Administration from Harvard Business School and a Bachelor of Arts degree from Yale College.
David is a Co-Founder and Managing Partner of Ronin Equity Partners, overseeing both the investment and execution services of the business.
Before he formed Ronin, David was the Head of the Transformation Office at Diversey, the second largest industrial cleaning business in the world, joining the team as part of its purchase by Bain Capital. There, he oversaw the value creation of the transaction in cost management, organizational excellence, and cash flow optimization. Prior to Diversey, David led the Transformation Office at NCR Corporation, a provider of hardware, software, and technology services to the financial sector, coming on board through Blackstone’s investment in the business. David’s time at NCR was preceded by his tenure leading Global Zero-Based Budgeting, Capital Investment, and Working Capital at Heinz and Kraft Heinz as part of 3G Capital and Berkshire Hathaway’s purchase of these businesses. He was instrumental in the Kraft integration and Heinz transformation, delivering $2.0 billion in cost savings during his time there.
David previously worked at Goldman Sachs Capital Partners, the private equity arm of Goldman Sachs, and began his career at J.P. Morgan’s Investment Bank in the Merger & Acquisitions and Natural Resources groups.
David graduated salutatorian and summa cum laude from Bentley University with a B.A. in Corporate Finance & Accounting. He continues to serve as an advisor to Fortune 500 companies, senior executives, private equity firms and investors on the topic of zero-based budgeting and business transformation in the areas of finance, IT, HR organizational design and commercial pricing.
David Wassong is the Co-Head of Newlight Partners LP which commenced operations on October 1, 2018 when it spun out from Soros Fund Management, LLC. Prior to the spin-out, David was a Co-Head of the Strategic Investments Group at SFM since 2005 and was responsible for overseeing SIG’s investments in private equity, real estate, infrastructure, growth equity, venture capital, and private equity and venture capital funds. He and his team currently manage a global portfolio of direct private equity investments.
Prior to joining SFM, David was Vice President at Lauder Gaspar Ventures, LLC. David started his career in finance as an analyst and then an associate in the investment banking group of Schroder Wertheim & Co., Inc.
David received an MBA from the Wharton School at the University of Pennsylvania and his bachelor’s degree from the University of Pennsylvania.
Ira Starr, a founded Long Point Capital in 1998, has been an active private equity investor in middle market transactions for over 30 years.
Prior to founding Long Point Capital, Ira was general partner of Morgan Lewis Githens & Ahn, an M&A advisory firm and private equity firm. He has served as a general partner of funds with private equity investments of over $400 million and has advised on transactions with total values of over $5 billion. Prior to MLGA, Ira served as an investment banker at Merrill Lynch, and as a strategy consultant with Booz, Allen & Hamilton. Ira is a recognized expert and frequent speaker on private equity investments in ESOP, building products, and engineering transactions.
Ira earned a BSE in Engineering from Princeton University and an MBA from Harvard Business School.
Jeffrey Klein is a Managing Director with Alvarez & Marsal’s Private Equity Performance Improvement in New York.
Jonathan is a Managing Director with Valuation Research Corporation (VRC), an independent firm that has been providing valuations to public companies and private equity funds and their portfolio companies for more than 40 years. The Firm’s services include financial opinions with respect to valuation, solvency, capital adequacy and fairness in connection with mergers, acquisitions, divestitures, leveraged buyouts, recapitalizations, financings, and financial and tax reporting matters.
Prior to joining Valuation Research, Jonathan was a Managing Director with Alvarez & Marsal for 10 years, and was with KPMG prior to that. Most recently, Jonathan Founded Adelson Strategies, a business development and strategy firm and also co-founded Trio Media Ventures, an animation studio with responsibility for global strategy and business development.
Jonathan earned his LL.M. in taxation from Boston University School of Law, his JD from New England School of Law, and his BA from Ithaca College where he served on the Alumni Board of Directors for several terms.
Katie is a Managing Director at W Capital Partners, where she focuses on sourcing and evaluating new direct secondary and GP-led secondary transaction opportunities and managing the firm’s existing investments. Katie works with private equity GPs, venture capital firms, financial institutions and mezzanine lenders as well as company founders and employees to monetize equity investments in privately held businesses. Katie is also active in the management of W Capital’s portfolio companies.
Katie currently serves on the boards of Fresh Direct, the New York Private Equity Network (NYPEN) and the University of Pennsylvania College of Arts and Sciences Professional Women’s Alliance.
Prior to joining W Capital in 2005, Katie was an Analyst at Banc of America Securities where she worked on M&A and corporate finance transactions for companies in the energy space. Katie also has experience in sales and trading with JPMorganChase and public relations with Ogilvy and Mather.
Katie is a graduate of The Huntsman Program at the University of Pennsylvania, where she earned a B.S. from The Wharton School and a B.A. from the College of Arts and Sciences. While at Penn, Katie served as the Co-Chair of the Wharton Dean’s Undergraduate Advisory Board and was a member of the Women’s Varsity Squash team.
In addition to his management responsibilities of Gridiron Capital, Kevin is a Member of the Investment Committee and focuses on new investment opportunities, due diligence, and value creation at current portfolio companies. Kevin currently serves on the boards of Colibri Group, Cubii, Dealer Tire, GSM Outdoors, Jacent Strategic Merchandising, Rough Country, Royal Paper, and Tokyo Joe’s. Kevin previously served on the boards of multiple Gridiron Capital partnerships, including Dent Wizard, McKenzie Sports Products, and Performance Health.
Prior to joining Gridiron Capital, Kevin was an investment professional at CCMP Capital, where he had responsibilities for all aspects of transaction execution and portfolio company management, primarily in the consumer, healthcare, and industrial sectors. Previously, Kevin was an analyst at Credit Suisse in the Global Industrial & Services Group. Kevin began his career as an entrepreneur, co-founding a direct-to-consumer services business based in Southern California.
Kevin received a B.A. in Economics and a B.A. in Latin American Studies from Oberlin College, where he was a varsity football player and earned membership in Phi Beta Kappa. He holds an M.B.A. from Columbia Business School, where he earned membership in Beta Gamma Sigma. Originally from California and Utah, Kevin and his family reside in Wilton, CT.
Lew Klessel, Managing Director, joined New Mountain in 2017. Prior to New Mountain, Mr. Klessel was in the operating group at Bain Capital from 2005 to 2017 and served as a managing director since 2011. While in the operating group, Mr. Klessel had lead operating responsibility for a number of portfolio companies ranging in size from $1 to $10 Billion within Bain Capital’s private equity fund. During his time at Bain Capital, Mr. Klessel served on the board of a number of publicly-traded and privately held investments and was responsible for the firm’s efforts to develop and drive productivity and efficiency across the portfolio. From 1997 to 2005, Mr. Klessel held several senior operating roles within Home Depot, including President of HD Supply’s Facilities Maintenance business, Divisional Merchandise Manager and head of Home Depot’s Strategic Business Development group. From 1994 to 1997, Mr. Klessel was a consultant with McKinsey & Company and led growth and operational improvement efforts in the logistics, telecommunications, home improvement retail and consumer products industries. Prior to his time at McKinsey and graduate school, Mr. Klessel was a certified public accountant with Ernst & Young and rotated through the firm’s national office accounting group. Mr. Klessel currently serves on the Board of Directors of Horizon Services and Zep, Inc.
Mr. Klessel received a BS from the Wharton School at the University of Pennsylvania and an MBA from Harvard Business School, where he was a Baker Scholar.