Aberdeen Standard Investments
Whit Matthews, Senior Investment Director at Aberdeen Standard Investments
R. Whit Matthews is a Senior Investment Director focused on Aberdeen Standard Investment’s Private Equity strategies and a member of its US investment committee. He is responsible for all aspects of the investment process including portfolio construction and the due diligence and ongoing monitoring of existing and prospective fund commitments, co-investments and secondaries. Whit joined Aberdeen Standard Investments (SL Capital Partners) in 2009. Previously, he was an Investment Analyst at the University of Pennsylvania endowment allocating to private equity, venture capital, and hedge fund opportunities.
Whit has spent the bulk of his career investing in the North American middle and lower-middle market. He holds (and/or has held) numerous limited partner advisory board seats for various fund commitments and is a regular speaker at industry conferences and events.
Whit earned a BA in Economics from the University of Pennsylvania and an MBA from the Villanova University School of Business, and holds the Chartered Alternative Investment Analyst (CAIA) designation. Whit also holds Series 7 and 63 licenses with FINRA.
Moreland Wealth Services Corporation
Jeffrey Horvitz, CEO
Jeffrey E. Horvitz is Vice Chairman of Moreland Management Company, a single family investment office in Beverly, MA and Mayfield Heights, OH established in 1987. He has done hundreds of fund investments in the US, Europe, and Asia. He also developed proprietary US and international low cost, tax-sensitive non-indexed passive stock portfolios with long term top performance.
He has published in the Financial Analyst Journal, Journal of Wealth Management, Journal of Investments, and Pensions & Investments, on topics such as tax deferral and tax loss harvesting, portfolio rebalancing, asset allocation, the estate tax, fiduciary duty law, and the art market. He co-authored the CFA Research Institute monograph, Investment Management for Private Taxable Investors. He is a frequent speaker at investment conferences on a wide variety of topics.
He is well known in the art world for his extensive collection of French old master drawings and paintings for which he was awarded the Chevalier de l'Ordre des Arts et des Lettres by the French Ministry of Culture in 2012 and is an honorary trustee of the Boston Museum of Fine Arts. He and his wife Carol also collect Chinese cinnabar lacquer and Japanese contemporary ceramics which are actively loaned to more than a dozen US museums.
He has a B.A. and M.A. in sociology from University of Pennsylvania and an M.A. in psychology from U.C.L.A.
Delta-v Capital
Jake Fisher, Principal, Delta-v Capital
Jake is a Principal at Delta-v Capital and leads Delta-v’s IR and Marketing efforts. Prior to joining Delta-v, he was an IR / Marketing professional at Coatue Management working with investors on primary fund investments, as well as co-investments. Prior to working at Coatue Management, Jake worked at Pacific Crest Securities (acquired by KeyCorp in 2014) and covered technology companies across both its M&A investment banking and equity research departments.
Jake received a BS in Marketing & Communications from the College of Agriculture and Life Sciences at Cornell University where he was also Captain of the Cornell Men’s Swimming & Diving team.
ALTI Financial
Sheryl Schwartz, CIO at ALTI, Adjunct Professor of PE&Finance at Fordham Gabelli School of Business
Sheryl Schwartz is an Adjunct Professor of Finance and Private Equity at the Gabelli School of Business. She has been a Managing Director at Caspian Private Equity(“Flexstone”), Perseus, and TIAA-CREF where she leads investments in private equity on behalf of institutional investors. In these roles, she built diversified portfolios with a focus on ESG, emerging managers, and North American mid-market. At TIAA, Caspian and Perseus, she was a member of the Investment and Executive Committee for alternative investments including funds, co-investments timber, and real estate. At Perseus, she was one of three partners responsible for fundraising, sourcing, evaluating, and making direct mezzanine and structured equity investments in connection with leveraged buyouts, recapitalization, and growth financings. At TIAA, she had a successful career split between investing in fixed income and alternative investments. Ms. Schwartz built and led TIAA-CREF’s Alternative Investment team, which included building a diversified portfolio of $13 billion of investments in private equity funds, co-investments, mezzanine debt, and timber.
Ms. Schwartz serves on the Board of Directors of the Women’s Association of Venture and Equity, which is a nonprofit organization committed to the development and advancement of women in private equity and venture capital since 2007 and is an Adjunct Professor of Finance and Private Equity at Fordham Gabelli School.
Ms. Schwartz was one of Mergers & Acquisitions "Most Influential Women in the Mid Market M&A" in 2015, 2016, and 2019, was featured in the Wall Street Journal's “Six of Private Equity’s Most Influential Female Gatekeepers” in 2017 and in Buyouts Magazine in March 2019 “Building networks: 10 women thriving in PE and helping transform the culture”.
Ms. Schwartz holds both a B.S. and an M.B.A. in Finance from New York University.
Star Mountain Capital
https://starmountaincapital.com
Brett Hickey, Founder and CEO at Star Mountain Capital
Brett Hickey has been structuring, analyzing and managing private equity, mezzanine and U.S. Government sponsored investment funds for over a decade. Prior to launching Star Mountain Capital, Mr. Hickey was the Co-Founder and President of a multi-manager platform including 4 U.S. state sponsored small business investment funds. Mr. Hickey has extensive experience performing due diligence on, selecting and building small business fund managers and has helped structure over a dozen larger funds representing a few billion dollars in assets.
Mr. Hickey formerly worked as an Investment Banker at Citigroup Global Markets in New York City (fka Salomon Smith Barney) where he covered global Asset Managers and Financial Institutions. In that role he worked on over $8 billion in completed debt and equity capital raising and restructuring transactions for leading financial institutions including BlackRock, Franklin Templeton, Neuberger-Berman, Nuveen Investments and Eaton Vance. He also served as Senior Analyst on the $16.1 billion public merger of the St. Paul Companies, Inc. and Travelers Property Casualty Corp.
Mr. Hickey attended Mount Royal College in Calgary, Canada, where he studied business and entrepreneurship while training on the national speed skating team. He graduated with Distinction from McGill University in Montreal, Canada with a Bachelor of Commerce degree. He is an alumnus of Harvard Business School’s Owner, President / Manager CEO training and management program for distinguished business owners with a proven track record of successfully building and managing companies.
Mr. Hickey is a former Canadian national gold medalist and North American medalist in speed skating. He has completed numerous other business programs including Building Your Business Through Transformational Leadership & Innovation at the Innovatrium on the University of Michigan’s campus in Ann Arbor, Michigan and is a frequent guest lecturer on industry panels and at academic institutions. A selection of interviews can be found on The Lead Left.
Callodine Strategic Credit
Scott Barfield, Managing Director at Callodine Strategic Credit
Scott Barfield serves as a Managing Director at Callodine Strategic Credit. He is responsible for the origination, execution, monitoring, and realization of investments. With more than 20 years experience working with middle market companies, Mr. Barfield has executed M&A, capital raise, and principal investment transactions aggregating over $10 billion in value.
Prior to joining Callodine Strategic Credit, Mr. Barfield was a Managing Director at BlueArc Mezzanine Partners. Prior to joining BlueArc Mezzanine Partners, Mr. Barfield was a Principal in the debt investment arm of H.I.G. Capital, a $18 billion private equity and debt investment firm. Prior to H.I.G. Capital, he was a Partner at Nancy Creek Capital, a mezzanine debt fund focused on the lower middle market. Prior to Nancy Creek Capital, Mr. Barfield worked within the Investment Banking group of Wachovia Securities where he worked within various M&A and debt capital market groups, including private equity and mezzanine placement, high yield, investment grade senior notes, and origination. Prior to Wachovia Securities, he began his career at Ernst & Young.
He has a B.S. in Business Administration and a Master of Accounting degree, both from the Kenan-Flagler Business School at UNC – Chapel Hill.
Gabriel Horn Capital
https://gabrielhorncapital.com
Kevin McCaffrey, Vice-President
Kevin McCaffrey is a Vice President at Gabriel Horn Capital, LLC, where he focuses on business development, deal origination, and raising capital. He will also expand the firm’s reach and highlight clients’ expertise in relevant events and media. He has more than 20 years of financial and operational experience across corporate environments and the capital markets – including private equity, venture capital, real estate, equities trading, equity research, and market research.
Before joining the team, Kevin built the PartnerConnect conference series for Thomson Reuters. Starting with the launch in 2011, his focus was connecting institutional investors with fund managers by leveraging events and media services through several acquisitions. He presided over 12,000 pre-screened LP/GP meetings and accelerated fundraising efforts for hundreds of funds in Private Equity and Venture Capital primarily.
Mr. McCaffrey also launched market research services for Frost & Sullivan and equity research services for a NYSE Broker/Dealer following a successful exit from his own real estate and construction company.
Kevin earned a B.S. (Industrial Engineering) from Lehigh University, where he also played Division I Lacrosse. He holds the Series 79 securities license.