Investors & Operators

The founding story - started fund while pregnant Defining success Work vs. Life - compartmentalize, prioritize, focusedKeeping women in finance Life event that changed her perspectiveHer role model ***BIOsAly Lovett is a Partner at Radian Capital. Prior to Radian, she focused on enterprise technology and services investments at FTV Capital and healthcare and retail investments at TA Associates. Selected investments at predecessor firms include LiveIntent, MarketsandMarkets, MarketShare Partners, MedSolutions (nka eviCore healthcare), and Senior Whole Health. Aly received a B.A. in Economics from Yale University. As a former college laxer, she now just tries not to get ejected from her children's sporting events.

How to plan contentGeneral process of producing a podcastThe equipment starter kitDays to record, distribute, and the cost for production How to distribute content Podcast topics for PE firms ***BIOsKison Patel is the Founder and CEO of DealRoom, a project management software for complex financial transactions. Kison has over a decade of experience as an M&A advisor and developed DealRoom after experiencing first-hand a number of deep-seated, industry-wide inefficiencies and challenges. Through developing technology, educational content and industry trainings, Kison aims to bring better process solutions to an industry with growing market pressures, transaction values and competition.Jeff Henningsen, over the past 25 years, has served the insurance needs of capital providers and equity sponsors, leading insurance diligence efforts on thousands of transactions. Prior to his role in mergers & acquisitions insurance services, he spent four years working with Randy Best of Best Associates, a Texas-based merchant bank, which provided invaluable experience for the services he now provides to clients. Today Jeff has a reputation in the financial community as a leader in serving the insurance needs of debt and equity providers specializing in enhancing investment outcomes through insurance diligence and aggressive placement of insurance products. Lockton Houston’s M&A team, led by Jeff, has successfully completed in excess of 3,000 due diligence projects for our financial clients. As the ninth largest broker in the world, placing over $27+ billion in annual premiums, Lockton has proven time and again that by adding our team to lead the task of insurance due diligence, costly pitfalls and hidden liabilities can be averted.

His struggle to handle change of behaviors after combatMoment of clarity came when his wife, his son and he himself were at three different hospital rooms at the same timeTurning life around from 30+ diagnosed disabilities, 10+ medications to medication free Co-founding a non-profit and a company to help patients with brain injury***BIOAndrew Marr is a husband, father, Retired Special Forces Green Beret, entrepreneur, and best-selling co-author of Tales From The Blast Factory: A Brain Injured Special Forces Green Beret’s Journey Back from the Brink. His book is being turned into a full feature documentary titled Quiet Explosions: Healing the Brain by a two-time EMMY award winning director to include a three-time academy award winner contributing to the production efforts as well. He co-founded Warrior Angels Foundation and Braincare. Andrew lives with his wife Becky the love of his life and their seven children in the Los Angeles area.Note: Mild profanity

The art of marriageWomen in finance within PE, evolution, programs to followEvolution as a leader Her superpower***BIOPamela Hendrickson is the Chief Operating Officer and Vice Chairman of Strategic Initiatives at The Riverside Company, a global private equity firm. As COO, Pam manages a number of teams, including deal origination and fundraising, and as Vice Chairman she oversees the development of new initiatives and supervises several of Riversides’ fund strategies. Pam also sits on the global Riverside Investment Committee, which considers investments in most of Riverside’s fund strategies.Pam has been an active advocate for private equity through Congressional testimony, television interviews, various printed interviews and op-eds that she has written. She is currently a member of the Board of the American Investment Council, is a past Chairman of the Board of the Association for Corporate Growth and has been a member of the board of the Small Business Investor Alliance. She is the incoming Vice Chairman of the advisory board of the Kenan Institute at Duke University and on the Board of Trustees of the National Humanities Center.Prior to joining Riverside, Pam spent 22 years at JPMorgan Chase, 15 of them as a Managing Director in a variety of leadership roles. Pam has an AB in Public Policy and History from Duke University and an MBA from the Kellogg Graduate School of Management at Northwestern University.About The Riverside Company. With over $10 billion in assets under management, The Riverside Company is one of the largest and oldest global private equity firms. Riverside makes control and non-control investments in companies with enterprise values under $400 million. Since its founding in 1988, Riverside has invested in more than 650 transactions and currently has a portfolio that includes more than 90 companies worldwide. The firms’ specializations include healthcare, education and training, manufacturing, tech-enabled business services, software, consumer, and franchising.

Charmel Maynard joined the University of Miami in 2016 and currently serves as associate vice president, chief investment officer, and University treasurer. In this capacity, he leads the University of Miami’s efforts to invest assets, including endowment and pension funds. Charmel is also responsible for the University of Miami’s capital structure, including liquidity and debt issuances. Additionally, he manages treasury and cash management.Charmel was previously a vice president with J.P. Morgan’s Investment Bank in New York City. During his 10-year career with J.P. Morgan, he focused on investment banking debt capital markets and leveraged finance, where he advised clients on capital structure solutions, deal structuring, and execution of syndicated revolving credit facilities, institutional term loans, and bond issuances.Charmel holds a Bachelor of Arts in political science from Amherst College.

From professional hockey player to working in PEConstructing a team (four pillars)PE is a people business His why Creating legacy (98% vs. 2%)The “why can’t I” mentalityHis advice to 25-year-old self ***Ted has led the Sourcing activities for hkw since 2002. In 2014, he was appointed president of HKW and in August of 2015, assumed responsibilities as president & CEO. Ted splits his responsibilities between Sourcing and Investor Relations while managing the day-to-day operations for the firm.Prior to joining HKW, Ted was an investment manager at White River Venture Partners and with Arthur Andersen, LLP in the business consulting group. Before his career in business, Ted played professional hockey.Ted lives in Carmel, IN with his wife Lynn and their daughter and son. Outside the office, Ted enjoys playing golf.

Mark rejoined ClearLight in 2014 to lead the deal sourcing function for the firm and has over 10 years of experience helping private equity funds find and close on investment opportunities.  Before rejoining ClearLight, Mark led deal sourcing for American Infrastructure Funds, a $1.5 billion private investment firm focused on investments in the energy, infrastructure and real property sectors.Mark previously served as an Associate and Senior Associate with ClearLight where he was a founding member of the firm’s Investment Development Group and also assisted with transaction due diligence, execution and portfolio company governance.  Before ClearLight, Mark executed sell-side M&A transactions as an Analyst in Houlihan Lokey’s Basic Industrial Group.Mark graduated with a BA in Economics and a Minor in Spanish from Duke University.

Jeremy R. Holland is a Managing Partner at The Riverside Company, leading the Origination team across the various funds/strategies in North America. Jeremy joined the Riverside in 2010, when they recruited him to switch from executing deals to focusing on originating new investment opportunities in the Western US & Canada. He has more than 20 years of private equity experience, across a range of industries and throughout the capital structure. He began his private equity career with Buttonwood Capital Group immediately after completing his undergraduate studies. Jeremy earned a B.S. degree in Finance from California State University Northridge. About The Riverside Company. With over $10 billion in assets under management, The Riverside Company is one of the largest and oldest global private equity firms. Riverside makes control and non-control investments in companies with enterprise values under $400 million. Since its founding in 1988, Riverside has invested in more than 650 transactions and currently has a portfolio that includes more than 90 companies worldwide. The firms’ specializations include healthcare, education and training, manufacturing, tech-enabled business services, software, consumer, and franchising.

Marc Herdegen joined New State Capital Partners in 2018 with more than 20 years of experience in leadership and management, product development, investment, and strategy consulting. Marc has led global organizations, launched new products, developed growth strategies, and advised executives across a range of industries.Prior to New State, Marc was a Senior Director at Honeywell International responsible for leading multiple product lines, with full P&L responsibility. As an enterprise General Manager, Marc had primary responsibility for developing and implementing strategies to drive revenue growth and operating income expansion for the flagship integrated avionics product lines in Honeywell’s Aerospace Strategic Business Group.Previously, Marc was an executive at I-Group LLC, a private investment company where he sourced, screened, and managed investments in a variety of industries. Prior to this, Marc was a consultant at Bain & Company, where he worked on industrial, medical, retail, and financial services projects, primarily for private equity clients. Marc started his career as an aviation officer in the United States Army, where he was an AH-64D Longbow Apache attack helicopter pilot, and aviation maintenance and logistics expert. Marc was awarded the Bronze Star and two Air Medals during his service as a Company Commander in Iraq.Marc received his undergraduate degree in Economics from the United States Military Academy at West Point and earned an M.B.A. from the Harvard Business School.

"If you do what you love, you'll never have to work a day in your life"Why he knows 10x more about others, and more than others think to askDifficulties in transitioning from the military to civilian life and lessons to shareHis dad’s impact on him, and how he wants to impact his sons The evolution of BD/origination as a profession within the deal community What differentiates a good BD person and a great BD person Is ACG still relevant...is it adjusting?BIOBob Landis is a Founding Partner, Origination in the New York office of The Riverside Company, a private equity firm investing in premier companies at the smaller end of the middle market. He works with a team of 17 professionals who coordinate origination and structuring opportunities for Riverside's investment portfolios across 9 diversified funds globally. He also serves as a board member of ACG New York.Bob has over 42 years of commercial and investment banking experience gained at Deutsche Banc Alex Brown (18 years) and its predecessors, and at Citibank/ Chemical Bank. At Deutsche, he developed industry expertise in the consumer, industrial, transportation, and telecommunications sectors and in his last position (1987-2002) he created and led the Aerospace and Defense Group in North America. Bob previously headed the firm's North American corporate finance group as it transitioned to an investment bank in the mid 1990's. At Citibank, he was Vice President of the Multi-National Group. Prior to that, Bob was a Major (ret.) in the U.S. Army, serving 6 years active duty and 14 years active reserve with the 42nd Infantry Division, NYARNG.About The Riverside Company. With over $10 billion in assets under management, The Riverside Company is one of the largest and oldest global private equity firms. Riverside makes control and non-control investments in companies with enterprise values under $400 million. Since its founding in 1988, Riverside has invested in more than 650 transactions and currently has a portfolio that includes more than 90 companies worldwide. The firms’ specializations include healthcare, education and training, manufacturing, tech-enabled business services, software, consumer, and franchising.