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Sarah N.A. Camougis, Partner, Edward Angell Palmer & Dodge
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Diane Daych, Partner, Talcott Partners
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Susan A. Keller, Partner, Edwards Angell Palmer & Dodge
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Gwyneth Ketterer, Chief Operating Officer, BSMB
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Deirdre Martini, Managing Director, Wachovia Capital Finance
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Tarra Mitchell, Founder & Managing Director, WAVE Capital Partners
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Jackie Reses, Partner, Apax Partners
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Sheryl Schwartz, Managing Director, TIAA-CREF
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Hope Vaughn, Founder, Morning Street Capital
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Suzanne Wilke, KSR Associates
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Sarah N.A. Camougis, Partner, Edward Angell Palmer & Dodge
Sarah Camougis is a partner in the Private Equity & Venture Capital and Corporate practice groups of Edwards Angell Palmer & Dodge LLP, a national law firm focusing principally on private equity, financial services and technology. Sarah advises private and public companies (during all phases of their business lifecyles), management teams as well as private equity and venture funds and other large institutional investors in a wide range of businesses in the United States, Canada and Europe. Sarah.s transactional experience includes private equity financings (including early stage financings, later stage financings, leveraged buy-outs, etc.), mergers and acquisitions, recapitalizations, workouts, restructurings, employment and equity incentive arrangements and other general corporate matters. Because of her broad and deep experience representing both private equity investors and venture-backed companies, Sarah is able to guide her clients in all types of transactions though her skilled negotiation and creative solutions.
Sarah has been quoted in newspapers, including The Boston Globe and The Boston Business Journal and has authored articles in The Alternative Investor, The Private Equity Analyst Venture One and Women.s Business.
Sarah also dedicates her time to organizations focused on women. Sarah is an active participant on the Coaching Committee of the New England Springboard Enterprises Venture Forum and coaches female entrepreneurs presenting their business plans to private equity investors at the annual New England Springboard Enterprises conference. Sarah is a member of the Women.s Bar Association in Boston. As an active participant of the Women.s Networking Group of Edwards & Angell, Sarah has organized events to benefit charities, including Project Place of Boston- a not-for-profit organization that assists homeless and low-income individuals obtain employment and housing. Finally, Sarah is a co-founder of Women.s Association of Venture & Equity, Inc.
Sarah received her B.A. from the University of Virginia and her J.D. from Suffolk University. After law school, she completed a federal bankruptcy judicial clerkship with the Honorable Joan N. Feeney and later, Honorable Henry J. Boroff.
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Diane Daych, Partner, Talcott Partners
Diane brings 23 years of investing, operating and advisory experience in both healthcare services and financial services, including serving on four boards of private companies. Most recently she has served as a Partner in CCP Equity Partners, a growth capital firm which she joined in 2000 to expand its healthcare investments. Prior to CCP, Diane held senior operating and development roles at Medical Care America and Mariner Health. Earlier in her career, Diane spent several years in the buyout industry, including GE Capital's Capital Markets Group, where she was instrumental in completing one of the earliest buyouts of an insurance company, the $280 million purchase of John Alden that was subsequently taken public. She began her career as an actuary for the Equitable Life Assurance Society (now AXA Equitable) and Johnson and Higgins. Diane holds an MBA from Dartmouth's Tuck School of Business and a BA from Lehigh University |
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Susan A. Keller, Partner, Edwards Angell Palmer & Dodge
Susan Keller, is a partner and serves as the Corporate Practice Group Leader at Edwards Angell Palmer & Dodge LLP (www.EdwardsAngell.com), a national law firm focusing principally on private equity, financial services and technology. Ms. Keller's clients include large, established corporate clients; both privately held and publicly traded as well as, start ups in various sectors. She counsels entrepreneurs on how to properly structure a new entity, manages the daily corporate governance issues and advises senior management in their strategies and transactions. Ms. Keller routinely advises private equity funds on the structuring of their investments; the management of their portfolio companies and follow on investments. In addition to her private equity and corporate transactions practice, Ms. Keller has extensive expertise in the area of finance, including private equity financing, senior and subordinated financing from both the investor and lender side and the company and borrower side.
Ms. Keller spends a considerable amount of time counseling women business owners and women entrepreneurs. Her efforts resulted in receiving the 2002 Women in Business Advocate of the Year Award for Rhode Island and New England from the U.S. Small Business Administration. Ms. Keller is also the chairperson of the Advisory Board for the Center for Women & Enterprise and teaches classes on corporate and venture capital law to their clients. Ms. Keller also lends her expertise to Springboard Venture Capital Forum as a coach for the presenting entrepreneurs and as a member of the business plan review committee.
Ms. Keller is the founder and chair of the Women's Networking Group at Edwards & Angell. Under Ms. Keller's guidance the organization is now one of the largest networking organizations in the Northeast. Ms. Keller is co-founder of the Women's Association of Venture & Equity, Inc..
Susan Keller received her J.D. from Case Western Reserve University School of Law, where she was the Executive Director of the Adult Moot Court Competition. Ms. Keller's undergraduate degree is a B.S. degree in Economics from Miami University.
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Gwyneth Ketterer, Chief Operating Officer, BSMB
Gwyneth M. Ketterer is Chief Operating Officer and Senior Managing Director of Bear Stearns Merchant Banking (“BSMB”). She joined Bear Stearns in 1998 to develop its merchant banking business, which currently manages over $5 billion of private equity capital. In addition to oversight of all of BSMB’s operations, her responsibilities include management of its private equity portfolios, strategy, capital raising initiatives and new business development. She pioneered a portfolio-wide strategic services initiative and spearheaded the creation of Bear Growth Capital Partners and BSMB’s new Greater China joint venture. She serves on the firm’s Investment Committee and is a member of the President’s Advisory Council.
Prior to BSMB, Ms. Ketterer served as Senior Vice President of the Merchant Banking Division of Lehman Brothers Inc. and a member of Lehman Brothers’ Investment Screening Committee. While at Lehman Brothers, she also spent several years in Mergers & Acquisitions, both in New York and London, specializing in cross-border advisory and privatization transactions.
Ms. Ketterer is a Trustee of Chelsea Day School and a member of the Trustees Council of Penn Women. She also is an Adjunct Professor in Private Equity at Columbia Business School. Ms. Ketterer holds an MBA from Columbia Business School, a BS Economics from the Wharton School and a BA from the College of Arts and Sciences of the University of Pennsylvania.
Ms. Ketterer resides in New York City with her partner and two children.
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Deirdre Martini, Managing Director, Wachovia Capital Finance
Deirdre Martini is Managing Director of Wachovia Capital Finance in New York focusing on the restructuring sector in the Northeast with particular expertise in restructuring financings and insurance products.
From October 2003 through April 2006, Ms. Martini served as United States Trustee and oversaw the administration of the largest and most complex chapter 11 restructurings in recent history that were filed in the Southern District of New York. Among the cases commenced during her tenure were Delphi Corporation, Delta Airlines, Dana Corporation, Northwest Airlines, Refco Inc., Calpine Corporation and St. Vincent’s Medical Center, all multi-billion dollar reorganizations.
For several years before her appointment by the United States Attorney General, Ms. Martini chaired the restructuring practice at Ivey, Barnum & O’Mara, LLC in Greenwich, Connecticut. Before that from 1988 to 1999, she was as an Assistant United States Attorney for the District of Connecticut, representing federal agencies in the bankruptcy court and prosecuting bankruptcy crimes. While at the United States Attorney’s Office, she served as a mediator for the Senior Counsel for Alternative Dispute Resolution at the Department of Justice and developed a curriculum and teaching materials on mediation advocacy and advanced negotiations for civil assistants nationwide.
After leaving the Department of Justice, Deirdre joined CIT Group as a Managing Director and Senior Restructuring Advisor for Corporate Finance where she acted as strategic advisor to the industry business units on all areas and opportunities in restructuring.
Ms. Martini is currently an Adjunct Professor of Law at St. John’s University School of Law. She has authored several articles and has lectured extensively on bankruptcy law, ethics and alternative dispute resolution. She is an active member of the American Bankruptcy Institute and in addition to serving as co-chair of the Courts Subcommittee, initiated the Fee Study currently conducted by the American Bankruptcy Institute and the National Conference of Bankruptcy Judges that will be published in August 2007. This fee study is the first nationwide comprehensive effort to evaluate professional fees and costs in bankruptcy cases.
Ms. Martini serves on several Strategic Planning Committees for United States Bankruptcy Courts for the Southern District of New York and the District of Connecticut. She has also served on the Local Rules Committees for those jurisdictions. She is a member of the International Women’s Insolvency and Restructuring Confederation and is the recipient of their inaugural Restructuring Women of the Year for 2006. She is a Director of the American Bankruptcy Institute.
Ms. Martini received her Juris Doctor from Quinnipiac University School of Law where she is a member of the Dean’s Advisory Board and has a B.A. from New York University. |
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Tarra Mitchell, Founder & Managing Director, WAVE Capital Partners
Ms. Mitchell directs WAVE Capital Partner’s (WAVE) strategic planning and management of the Partnership. She is responsible for building and managing the firm’s execution strategy & platform; securing equity, debt and project finance for portfolio companies; and negotiating terms of sale including public offerings. A key part of her efforts involve looking across the portfolio with an eye towards maximizing an efficient use of resources and insuring the timely liquidity of investments.
Ms. Mitchell’s has a history of creating scalable infrastructure platforms that enhance efficiency and improve returns. Prior to founding WAVE she worked with Landmark Partners (www.landmarkpartners.com), a $7.5 billion private equity firm founded in 1999, to streamline their operations. In addition to coordinating fundraisings of over $2 billion and sourcing numerous transactions she also initiated Landmark’s entry into Asia through a joint venture in Korea and developed new business relationships in Japan, South Korea, and Hong Kong.
Prior to her career in private equity, she was a management consultant to large financial services clients including J.P. Morgan and The Hartford through her employment with PricewaterhouseCoopers and Wheelhouse and an equity analyst for Deutsche Bank in Frankfurt. Ms. Mitchell also served as account manager to global consumer products goods manufacturers for MMI an organization that provides analytical tools, services, and data to the industry.
Ms. Mitchell has an MBA in International Business from the Moore School of Business at the University of South Carolina and a BS concentrating in International Business from The Pennsylvania State University where she graduated summa cum laude. She also serves on the board of directors of the Women’s Association of Venture and Equity (www.women-wave.org), the only national organization dedicated to the development of women in the field of private equity and venture capital, and as an advisory board member of Netage Solutions (www.netagesolutions.com).
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Jackie Reses, Partner, Apax Partners
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Sheryl Schwartz, Managing Director, TIAA-CREF
Sheryl Schwartz is a Managing Director at TIAA-CREF in charge of building a diversified portfolio of Alternative Investments for TIAA. In addition, she is responsible for investing in all direct equity and mezzanine debt co-investment opportunities that arise from TIAA’s relationships with fund managers. Her current responsibilities, and TIAA entry into Alternative Investments, began in 1997. To date, the portfolio consists of an array of private equity and timber funds, including small and large capitalization domestic funds, emerging market funds, international funds, venture capital funds, distressed debt funds and LBO funds, private equity co-investments, mezzanine debt investments and timber investments.
Immediately prior to her involvement with Alternative Investments, Sheryl invested in domestic and international asset-backed securities. Asset classes in which she made investments included mutual fund fee securitizations, future receivables in emerging market countries, franchise loan receivables, variable annuity fee securitization, time share receivables, CBO's, CLO's, credit card company receivable "C" tranches, and private label credit card receivables.
Sheryl joined TIAA in 1988 and spent three years in corporate private placements, two years trading secondary private placements and four years in mortgage-backed and asset-backed securities prior to her current position.
Prior to joining TIAA, Sheryl worked at Irving Trust Company. She holds a BS in Finance (1985) and an MBA in Finance (1988) from New York University.
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Hope Vaughn, Founder, Morning Street Capital
Hope Vaughn has spent her career in private equity, investment banking, and consulting. She is the founder of Morning Street Capital (www.MorningStreet.com), a private equity firm focused on acquiring portfolios of minority and control investments, currently managing a portfolio including: consumer products, industrial materials, manufacturing, and distribution businesses. She participated in buyout offers of growth equity, lower middle-market, and mezzanine investments in manufacturing, distribution, consumer services, business services, and technology. She was involved in team formation, investment thesis development, capital raising, deal sourcing, due diligence, negotiation, and structuring transactions.
Prior to that, Ms. Vaughn founded Columbia Strategy LLC, a private equity secondaries advisory firm. She worked on all firm engagements, with a specific focus on sourcing potential portfolios for sale from strategic corporate investors, financial institutions, family offices, and pension funds. In addition, she managed relationships with institutional investors and secondaries funds. She is an author of two of Columbia Strategy’s widely read secondaries research reports: Opportunity in Adversity and What Private Equity Funds Need to Know about Secondaries. Additionally, she co-authored Secondary Private Equity: The Perfect Storm. She has been quoted and interviewed regarding the secondaries market in the private equity trade press, including: Financial News, The Venture Capital Journal, Bloomberg Wealth Manager, Alternative Investment News, and The Deal.
Ms. Vaughn received her M.B.A from Columbia Business School and J.D. from St. John's University Law School, where she was an Editor for the New York International Law Review. She attended Berry College on athletic scholarship. |
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Suzanne Wilke, KSR Associates
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