Private Equity Roundtable

 

The Fink Center Private Equity Roundtable. The next roundtable will be held on February 28, 2018.

The Fink Center cosponsors the annual Private Equity Roundtable event to bring together over 100 individuals to discuss the state of private equity today. The event offers students a chance to mingle with industry professionals coming from the top private equity shops in Southern California. The keynote speaker, a top PE executive, is interviewed and offers insights and advice to students and professionals in the audience.

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Events

8th Annual Private Equity Roundtable: Perspectives on Entrepreneurship and Gender Diversity in Private Equity

Wednesday, February 28, 2018

6:00 - 9:00 p.m.

Schedule

Reception - 6:00 p.m. - 6:30 p.m.
Panel - 6:30 p.m. - 8:00 p.m.
Roundtable - 8:00 p.m. - 9:00 p.m.

Panelists

Jeffry Brown ('81), Panel Moderator
Independent Director

Jeffry Brown is an independent director for corporations and funds. He is a governance fellow of the National Association of Corporate Directors. Brown is currently chairman of the board of RueOne Investments and is on RueOne’s audit committee and nominating and governance committee. He was a founder at Dyal Capital Partners, a $8.1 billion AUM private equity firm, and retired as its chairman in 2016.

Brown was also chief development officer at Bear Stearns Asset Management and led the strategic effort that grew BSAM from $23 billion in AUM to $55 billion in AUM in a four-year period. He began his asset management career in institutional sales with Morgan Stanley Asset Management in New York. In addition to his MBA from UCLA Anderson School of Management, Brown holds a B.A. cum laude from the University of Wisconsin and a J.D. from the University of Wisconsin Law School.

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Kelly DePonte ('81)
Managing Director, Probitas Partners

Kelly is a Managing Director at Probitas Partners responsible for research. Prior to joining Probitas Partners he was Chief Operating Officer at Pacific Corporate Group where he oversaw the partnership investment program which oversaw more than $20 billion in capital dedicated to private equity globally.

Before joining PCG, Kelly held various senior positions at First Interstate Bancorp, including management of a $170 million private equity portfolio and oversight of all financial derivative activity in the corporation.

He has a MBA from the UCLA Anderson School of Management and a BA from Stanford University.

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Leslie Frécon ('78)
Managing Partner & CEO, LFE Capital

Leslie Frécon is the Managing Partner of LFE Capital, an investment management firm that she founded 17 years ago to provide capital and expertise to emerging growth companies. LFE Capital invests in second stage businesses in the health and wellness sector, focusing on businesses with female ownership and management.

Prior to founding LFE Capital, Leslie was senior vice president, corporate finance, for General Mills, a global consumer foods company. In that position she was responsible for the treasury, corporate development and risk management functions and, as a member of the senior executive team, worked with operating management developing and executing growth strategies. Prior to joining General Mills, Leslie was a commercial loan officer with Bank of America in Los Angeles, managing banking relationships for manufacturing and agribusiness companies.

Leslie serves on corporate and community non-profit boards. She was a director for 13 years and former audit committee chair for The Ryland Group, NYSE, one of the nation’s largest homebuilders. She also serves as a director for numerous LFE Capital portfolio companies. Leslie’s non-profit board positions have included serving as a trustee and executive committee member of the Greater Twin Cities United Way, the MacPhail Center for Music, Breck School and the Minnesota Opera. She serves on the advisory boards of WomenVenture and Enterprising Women Magazine. She is a member of the Minnesota Women’s Economic Roundtable.

Leslie speaks regularly at business conferences and authors articles about growth equity investing and women in business. She has been featured in such publications as the New York Times, Enterprising Women, The Business Journal and the Minneapolis StarTribune. She has received numerous awards, including “Director of the Year” from Women on Boards and “Outstanding Director” from Twin Cities Business. She was profiled in the book Outstanding in Their Field – How Women Corporate Directors Succeed, and in the November 2008 issue of Directors&Boards. Leslie holds an MBA in Finance from UCLA and a BA with Distinction from Stanford University. She is married and has two children.

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Jennifer Urdan
Managing Director, Cambridge Associates LLC

Jennifer is a Managing Director in Cambridge Associates’ San Francisco office. She works with public funds, universities and private clients in the U.S. and Asia ranging in size from $40 million to over $250 billion. She is a regular contributor to the firm’s private investments research and serves on the firm’s global private growth and credit investment research committees. Jennifer also frequently presents at firm and industry conferences. Jennifer was named in Chief Investment Officer’s annual ranking of the 25 most influential consultants in the institutional investment universe.

Prior to joining Cambridge Associates in 1998, Jennifer was a senior member of the private capital group at Robertson Stephens & Co., where she originated, structured, and placed private equity financings for expansion stage venture-backed companies. Prior to this, she served as vice president at J.P. Morgan. In her role, Jennifer established and managed client relationships, conducted corporate finance advisory work, and originated and executed debt, convertible, and equity offerings in the public and private markets as well as exposure management transactions. She worked with clients in the U.S. and Asia and across a broad range of industry sectors.

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Wednesday, March 8, 2017

6:30 - 9:00 p.m.

 

Schedule

Reception- 6:30 p.m. - 7:00 p.m.
Panel- 7:00 p.m. - 8:00 p.m.
Roundtable- 8:00 p.m. - 9:00 p.m.

Panelists

Jeffry Brown ('81), Panel Moderator
Chairman, RueOne Investments

Jeffry Brown is an Independent Director for corporations and funds. He is a Governance Fellow of the National Association of Corporate Directors. Jeff is currently Chairman of the Board of RueOne Investments and is on RueOne's Audit Committee and Nominating & Governance Committee. Jeff was a Founder at Dyal Capital Partners, a $8bbn AUM private equity firm, and retired as its Chairman in 2016.

Jeff was also Chief Development Officer at Bear Stearns Asset Management and led the strategic effort which grew BSAM from $23bbn in AUM to $55bbn in AUM is a four year period. He began his asset management career in institutional sales with Morgan Stanley Asset Management in New York.

In addition to his M.B.A. from the Anderson School, Jeff holds a B.A. cum laude from the University of Wisconsin and a J.D. from the University of Wisconsin Law School.

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Kelly DePonte ('81)
Managing Director, Probitas Partners

Kelly is a Managing Director at Probitas Partners responsible for research. Prior to joining Probitas Partners he was Chief Operating Officer at Pacific Corporate Group where he oversaw the partnership investment program which oversaw more than $20 billion in capital dedicated to private equity globally.

Before joining PCG, Kelly held various senior positions at First Interstate Bancorp, including management of a $170 million private equity portfolio and oversight of all financial derivative activity in the corporation.

He has a MBA from the UCLA Anderson School of Management and a BA from Stanford University.

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Stephen D. Royer ('91)
Partner, Shamrock Capital Advisors

Steve is a Shamrock Capital Advisors Partner with over 27 years of media, entertainment, and communications investment experience. Since 1998, Steve has managed Shamrock’s private equity investment activities. He currently serves as a director of Maple Media, Consilio, Mobilitie, Screenvision Media, and Isolation Network.

Previously, he served on the boards of Learfield Communications, Media Storm, RealD, TeleGuam Holdings, Modern Luxury, Triad Broadcasting Company, PortalPlayer, PRN, and NETGEAR before Shamrock exited these investments. Steve serves on the Board of Trustees of Marymount High School, Los Angeles and is also President and board member of the St. James Inn. Prior to joining Shamrock in 1991, Steve worked as an investment banker with Lehman Brothers.

Steve graduated from Stanford University and earned an MBA from the UCLA Anderson School of Management as a Venture Fellow.

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Mark Rosenbaum ('01)
Partner & Managing Director, Aurora Capital Group

Mark Rosenbaum is a Partner and Managing Director at Aurora Capital Group. He currently serves as a Director of Industrial Container Services, DuBois Chemicals, Restaurant Technologies, and SRP. Previously, he served as a Director of Anthony International, Douglas Dynamics, and NuCO2.

Prior to joining Aurora in 2001, he was an Associate at Summit Partners where he focused on investments in middle market growth companies. Prior to that, he was in the Investment Banking Division of Montgomery Securities.

Mark graduated cum laude with a BS in Economics from The Wharton School at the University of Pennsylvania. He earned an MBA from UCLA Anderson School of Management where he was a Carter Fellow.

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Wednesday, March 9, 2016

6:30 p.m. - 9:00 p.m.

Keynote and Special Q&A

Chris Lewis

J. Christopher Lewis 
Managing Partner & Co-Founder, Riordan, Lewis & Haden

As managing director and co-founder of Riordan, Lewis & Haden,J. Christopher Lewis has helped numerous middle-market enterprises achieve substantial growth and equity value creation,. He had been a director of and strategic adviser to over two dozen RLH portfolio companies, with a particular focus on the health care and business service sectors. For more than 30 years, Lewis has counseled these companies through numerous critical strategies transitions, including revenue growth from $20 million to over a billion dollars, management team expansions, development of complementary business lines, acquisitions, initial public offerings and high successful exit transition.

Lewis serves on the boards of four companies, including Tetra Tech Inc. (NASDAQ: TTEK), RGM Group, the Bluewolf Group and Silverado Senior Living. He is also a member of the WPO/YPO and of the board of advisors of the entrepreneurship program at the Marshall School of Business of the University of Southern California. In the decades since Lewis co-founded RLH in 1982, the firm has grown in parallel with the success of its portfolio companies. RLH currently manages over $750 million in committed equity capital from a diverse set of limited partners that include public pensions funds, endowments, foundations and ultra-high-net-worth individuals. RLH invests in high-growth, profitable, middle-market companies in the business services, health care and government services sectors.

Lewis received a B.S. degree in finance, cum laude, and an MBA from the University of Southern California.

Special Q&A moderated by Al Osborne, Ph.D., senior associate dean, founder and faculty director of the Harold Price Center for Entrepreneurial Studies, and associate professor of global economics and management.

Tuesday, March 10, 2015

6:30 p.m. - 9:00 p.m.

Keynote and Special Q&A

David Kaplan

David Kaplan
Co-Founder of Ares Management,
Senior Partner & Co-Head of Private Equity Group

David Kaplan joined Ares Management in 2003 and co-founded the firm’s private equity group. Presently, David serves as Chairman of the Boards of Directors of the parent entities of The Neiman Marcus Group LLC, 99 Cents Only Stores LLC and Smart & Final, Inc. and as a member of the Boards of Directors of the parent entity of Floor and Decor Outlets of America, Inc. and of Guitar Center Holdings, Inc. David also serves on the Board of Directors of Cedars-Sinai Medical Center, is a Trustee of the Center for Early Education, is a Trustee of the Marlborough School and serves on the President’s Advisory Group of the University of Michigan.

Prior to joining Ares, David was a Senior Principal at Shelter Capital Partners, LLC, a Senior Partner of Apollo Management, L.P. and a member of the Investment Banking Department at Donaldson, Lufkin & Jenrette Securities Corp. David graduated with High Distinction, Beta Gamma Sigma, from the University of Michigan, School of Business Administration with a B.B.A. concentrating in Finance.

Special Q&A moderated by Al Osborne.

From the Blog

Fink Center Private Equity Roundtable Brings Together Students and Top Business Professionals

On March 10, 2015, the Fink Center at UCLA Anderson held its 5th annual Private Equity Roundtable in the Executive Dining Room in Gold Hall. More than 100 individuals gathered to discuss the state of private equity today.

Read more

Thursday, March 13, 2014

6:30 p.m. - 9:00 p.m.

Keynote and Special Q&A

William Barnum

William Barnum
Partner, Brentwood Associates

Mr. William Barnum Partner, Brentwood Associates William Barnum joined Brentwood in 1984 and co-founded the firm's private equity effort. Presently, Bill serves as a Director of K-Mac Holdings, Lazy Dog Café, Sundance Holding Company, The Teaching Company, Veggie Grill and Zoës Kitchen. He also serves as an outside Director of Quiksilver, Inc. (NYSE: ZQK) and as a member of the Advisory Council of the Stanford Graduate School of Business, and Board of Trustees of the Harvard-Westlake School.

Previously, Bill served as a director of Ariat International, Filson Holdings, ThreeSixty Group and Zumiez (NASDAQ: ZUMZ). He was also a member of the Board of Trustees of Stanford University from 2005 to 2010. Prior to joining Brentwood, Bill worked at Morgan Stanley & Co. in the investment banking division. He is a graduate of Stanford University, Stanford Law School, and Stanford Graduate School of Business. Bill was both an Arjay Miller Scholar and a member of the Order of the Coif.

Wednesday, March 13, 2013

6:30 p.m. - 9:00 p.m.

Keynote and Special Q&A

William Barnum

Robert Sinnott
President & CEO,
Kayne Anderson Capital Advisors

Mr. Robert Vose Sinnott, also known as Rob, is the Chief Executive Officer, President, and Chief Investment Officer at Kayne Anderson Capital Advisors, L.P. He oversees all of the Firm's investment teams. Since joining in 1992, Mr. Sinnott founded and built Kayne's energy platform into one of the largest energy investment firms in the country with more than $22 billion in energy investments. He maintains a direct management role in the firm's energy private equity group. Mr. Sinnott joined Kayne Anderson Capital in 1992 and served as a Managing Director, from 1992 to 1996.

He is also a member of the board of visitors of UCLA's Anderson School of Management and Board of Overseers (Athletics) for the University of Pennsylvania. He has over 40 years of investment experience. Mr. Sinnott earned an M.B.A. in Finance from the Graduate School of Business Administration at Harvard University in 1976 and a B.A. degree in Economics from the University of Virginia in 1971.

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