Our annual event for private markets investors
Asset giant futurist
Dr. Ashby Monk is the executive and research director of the Stanford Global Projects Center. He was named by CIO Magazine as one of the most influential academics in the institutional investing world. His current focus is on the design, governance and operation of institutional investors, with particular focus on the tech-enablement of asset owners. Outside of Stanford, he is the co-founder Long Game Savings and FutureProof Technologies. He is also on the leadership team at Addepar, which acquired his company Real Capital Innovation. He received his doctorate in Economic Geography at Oxford University and holds a master's in International Economics from the Université de Paris I - Pantheon Sorbonne and a bachelor's in Economics from Princeton University.
Actis Partner, Energy team Partner
Lucy is Fund Head for Actis Energy Fund 5 (AE5), and is Board Chair of Lekela and Aela Energia, two of Actis’ renewable energy platforms. Lucy is also responsible for coordinating ESG and impact related efforts for the Energy Infrastructure Team, working closely with Actis’ specialist Responsible Investment Team. She chairs Actis’ Remuneration and Inclusion and Diversity Committees.
Prior to becoming Fund Head of AE5, Lucy was responsible for the Energy Infrastructure Teams activities in Africa (2017 to 2020) and renewable energy generation globally (2012 to 2017). She has 24 years of investment experience in growth markets, including five years of operational experience as a Project Director at Globeleq, a Fund 1 and Fund 2 portfolio company, in the business development team.
Lucy has led or been involved in deals across South Africa, Kenya, Brazil, Senegal, Egypt, Mozambique, Chile, Ghana, India, Nigeria and Tanzania.
Prior to joining CDC, Lucy worked at UBS Warburg from 1994 to 1999 as a Director in the fixed income division, latterly trading emerging market local currency bonds and interest rate derivatives in the South African, Czech and Greek markets.
Lucy holds an MA (Hons) degree in Politics, Philosophy and Economics (PPE) from Trinity College, Oxford and an MBA degree (with distinction) from INSEAD.
Brookfield Asset Management, Managing Partner & CIO
Sachin Shah is a Managing Partner and Chief Investment Officer of Brookfield Asset Management, Chief Executive Officer of Brookfield’s insurance solutions business and Vice Chair of Brookfield’s Renewable Power Group. As CIO, he is actively involved in all investments made by the firm and oversees its growth into new lines of business. As CEO, he oversees a seasoned team focused on providing capital-based solutions to insurance companies and their stakeholders. As Vice Chair, he supports business development initiatives for the renewables business. Mr. Shah joined Brookfield in 2002 and most recently served as Chief Executive Officer of Brookfield Renewable Partners where he was instrumental in growing the platform into a global business diversified across multiple technologies. Mr. Shah earned a Bachelor of Commerce degree from the University of Toronto, is a member of the Chartered Professional Accountants of Canada and serves as Chair of the Board of the Ryerson University Brookfield Institute for Innovation and Entrepreneurship.
Carlyle Group, Global Head of Impact
Megan Starr is the Global Head of Impact for The Carlyle Group. She is based in New York. In her role, Ms. Starr works to design and execute Carlyle’s cohesive, long-term impact strategy. She also oversees the dedicated ESG team, which leads the firm’s investment diligence and portfolio company engagement work on material ESG issues.
Prior to joining Carlyle, Ms. Starr was within Goldman Sachs’ Investment Management Division, where she helped build the ESG and impact investing business. Previously, Ms. Starr served in roles at The JPB Foundation, a $3.8B private family foundation based in New York City.
Ms. Starr received an M.B.A. and a Certificate in Public Management and Social Innovation from Stanford University’s Graduate School of Business, where she was an Arbuckle Leadership Fellow, and an A.B. in Environmental Science and Public Policy from Harvard College, where she graduated magna cum laude with highest honors in field of concentration.
Clwyd, Funds Manager
Debbie is the Deputy Head of the Clwyd Pension Fund, a £2.4bn Local Government Pension Scheme and a member of the Wales Pension Partnership (WPP). She represents The Clwyd Fund on both Private Markets and Responsible Investment working groups within the WPP and represents the WPP on the Responsible Investment Cross Pool Group and also the Scheme Advisory Board Responsible Investment Advisory Group. The Clwyd Fund has investments with many Private Market managers and Debbie is a member on several of those investments Advisory Boards. Debbie has also recently been appointed as a Non-Executive Director for Pensions For Purpose.
17 Capital – Augustin Duhamel
Co-Founder and Co-Managing Partner
Bain Double Impact – Greg Shell
Greg Shell joined Bain Capital as a Managing Director in 2016. Prior to joining Bain Capital, Mr. Shell served as a Lead Portfolio Manager of a concentrated Global Equity product at GMO. Previously, Mr. Shell was a Senior Equity Analyst at Columbia Management Group and a Consultant at Bain & Company in its Strategy and Private Equity practice areas. He has owned and done deep diligence on many businesses throughout his career, and demonstrated a commitment for discovering and creating value.
Greg has also distinguished himself through the visionary leadership in civic service. He currently sits on the Board of The Boston Foundation, where he has led the Program Committee`s grant-making process. He has Chaired the Board of a high performing Charter School as it planned to triple its student population, and has been a Founding Board member of Compass Working Capital, a growth non-profit focused on Family and Self Sufficiency.
Greg received a Bachelor of Science from MIT, and an MBA from the Harvard Business School. A native of New Bedford, Mass, Greg believes deeply in the transformative power of education and the innovative capacity of the private sector to help provide solutions to society’s most pressing problems.
CapVest – Seamus Fitzpatrick
Co-founder and Managing Partner
Mr. Fitzpatrick is a co-founder of CapVest, establishing the Firm in 1999. Mr. Fitzpatrick has been a member of all investment committees at CapVest since inception, and is the Managing Partner of the Firm. He was formerly Chairman of Young’s Bluecrest, FoodVest, Valeo Foods Group and Vaasan & Vaasan, Mater Private and was a director of RenoNorden, Scandi Standard, Scandza, Curium and Eight Fifty Food Group. Prior to founding CapVest, Mr. Fitzpatrick worked with BT Capital in London and was actively involved in a number of successful investments. Prior to BT Capital, he worked for Chase Capital Partners in New York from 1992 to 1997 and worked on a variety of buyouts in the USA and Europe. Prior to that, Mr. Fitzpatrick worked in London with Morgan Stanley’s mergers and acquisitions department and its corporate restructuring group. While there, Mr. Fitzpatrick worked for clients across Europe, Scandinavia and the UK. In total, Mr. Fitzpatrick has 31 years of relevant experience, 29 of which have been in private equity. Mr. Fitzpatrick holds an honours degree in English and Psychology from Trinity College Dublin and is a member of the Trilateral Commission.
Digital Bridge –Kevin Smithen
Chief Commercial and Strategy Officer
Evercore – Alex Longden
Vice President, Private Capital Advisory
Generation Investment Management – Shalini Rao
Director of Growth Equity
Shalini joined Generation in 2015 and is a member of the Growth Equity strategy. Previously, Shalini was an associate at JP Morgan and a research fellow at the Harvard Kennedy School.
Shalini received a BA from Harvard University and an MSc in Finance from the London School of Economics in 2017.
Shalini is a board member of London-based non-profit organisation, Fair Money Advice.
Heitman – Caleb Mercer
Managing Director, European Private Equity
Heitman has some of the longest standing experience investing in alternative sectors in Europe and is increasingly profiling itself as a specialist specialty real estate, which usually has an operational element associated with it. Having transacted across 15 European countries, Caleb has deep experience originating, structuring, and managing investments across a wide variety of real estate asset classes and in direct, corporate, and credit real estate investments. He recently led on the transaction of a number of self-storage assets for Heitman’s European value-add fund.
Caleb re-joined Heitman in 2019 after working for four years in European Acquisitions at Starwood Capital, where he sourced investment opportunities across multiple European geographies. He was previously with the firm from 2012 to 2015 where he built up a strong pan-European track record. Caleb began his career as an Analyst with Merrill Lynch and also held real estate roles with AXA Investment Managers and JER Partners. In total, Caleb has 15 years of real estate investment experience and has. Caleb attended the University of Oxford where he received his degree in Computer Science and Mathematics, and is fluent in French.
Hgcapital – Andrew Land
Andrew is a Partner, chair of the Realisation Committee and a member of the Saturn investment team. He leads software and services investments in the Financial Services sector, with a focus on the Insurance. Andrew serves on the boards of Howden Group and GGW, having previously been a director of Azets, A-Plan, Zenith, NetNames, Voyage Care, Kinapse and Atlas Knowledge. Prior to joining Hg in 2011, Andrew was a Managing Director at Och-Ziff where he led private equity, structured equity and credit investments, including Towergate Insurance, Lancashire Reinsurance, Grifols, Nautilus Holdings, Orangina and Dyno Nobel. He started his investing career in 1999 at DLJ Merchant Banking Partners after business school, having previously been a FIG banker with Credit Suisse. He has an LL.B (Hons) from the University of Edinburgh and an MBA from INSEAD.
Infravia Capital Partners – Bruno Candes
Onex Credit – Ronnie Jaber
Managing Director & Head of Structured Credit
Ronnie is a Portfolio Manager of Onex Credit, overseeing Structured Credit and member of the Credit Investment Committees. Prior to joining Onex Credit, Ronnie spent over 11 years at The Carlyle Group where he was Co-Head of Carlyle Structured Credit, Managing Director and Portfolio Manager in Global Credit. In this capacity, Ronnie was responsible for Structured Credit investment activity globally, Opportunistic Credit managed accounts and for shaping internal market/macro strategy. Prior to joining Carlyle, Ronnie ran the structured loan business at Morgan Stanley globally. Prior to that, he was responsible for highyield structured credit trading and worked on a proprietary trading desk at Bank of America. Ronnie earned a B.S. in Engineering from Cornell University.
Patrizia – Anne Kavanagh
PATRIZIA is a leading pan-European real estate investment manager, especially known for its deep knowledge of the German and European residential markets. As the Global CIO, Anne is closely involved with the investment decisions for both PATRIZIA’s core and higher returning funds and mandates, many of which are related to the quickly-evolving living sectors. In addition, the firm has also become very active in the logistics sector and other alternative property sectors where operational management businesses are often the key to success.
Anne joined PATRIZIA in April 2017 as a Member of the Board and Chief Investment Officer. She has more than 30 years of experience in property investment management. Before joining PATRIZIA, Anne worked for seven years at AXA Investment Managers – Real Assets, where she was Global Head of asset management and transactions and managed asset management, development and the transaction team. She was also a management board member and a member of the Global Investment Committee. Prior to her time at AXA, Anne held a variety of management positions at internationally recognised companies. For example she was Managing Director at Lazard, Head of Real Estate Europe at Cambridge Place Investment Management and International Director in Jones Long LaSalle’s capital markets business. Anne Kavanagh studied Urban Estate management and is a Global Board Member and a Governing Trustee of the Urban Land Institute.
Head of Private Debt, Europe
Joe is responsible for sourcing, evaluating investing and monitoring private debt opportunities as part of a global team. He is a member of the Private Debt Investment Committee, the Private Debt Rating Review Committee, and Mercer's Solutions Group, which supports the delivery of strategic research advice across Mercer's global platform.
He joined Mercer in 2010 in investment consulting. Before moving into the Private Debt team, Joe led Mercer’s research efforts in Global Credit, Absolute Return Fixed Income and Unconstrained Bonds, and was a member of Mercer’s Strategic Research Group. Before life at Mercer, he worked at Jersey-based Orchard Wealth Management, where he worked on options-based equity strategy. Joe began his career as a broker for ADM Investor Services, trading a wide variety of equity, interest rate and FX derivatives.
Joe holds a bachelor’s degree in Management Studies from the University of Nottingham, and a master’s in Actuarial Science from Cass Business School. He is also a CFA Charterholder and a Fellow of the Institute of Actuaries.
Senior Secondary & Co-Investments Specialist
Benjamin is responsible for the portfolio management of Mercer’s co-investment and secondary programmes at Mercer Alternatives in Zurich. He is involved in market research, investment sourcing and screening and due diligence on fund investments, co-investments and secondary opportunities.
He joined SCM Strategic Capital Management in 2004, which was acquired by Mercer in 2015. He started life at SCM as a private market analyst before making his way to senior vice president, overseeing private markets and primary and secondary investments. Prior to that he worked at KPMG as an analyst looking at financial services mandates.
Banjamin holds a master’s degree in Finance and Economics from the University of Zurich. He also studied at the University of Santiago de Compostela and is a Chartered Alternative Investment Analyst Charterholder.
Charles de Lezardiere
Alternatives Investments Director, Europe
Charles works with European clients on the design and implementation of private markets allocations, namely equity, debt, real estate and infrastructure.
He joined Mercer in 2017 from Deutsche Bank, where he was a senior member of the Alternative Fund Solutions team. Prior to that he worked in alternatives-focused roles at both Goldman Sachs and Blackrock.
Charles holds a bachelor’s degree in Mathematics of Finance from Université Paris IX Dauphine and a master’s degree in Mathematics of Finance from Columbia University in New York.
Senior Real Estate Specialist
Anne is responsible for strategic real estate advice to Mercer clients. She also focuses on researching real estate investment managers with Pan-European portfolios covering all investment styles at Mercer alternatives.
She joined Mercer in 2019 from LaSalle Investment Management where she was responsible for continental European research and strategy. She previously worked at M&G Real Estate where she was responsible for UK office market forecasting and researching for the M&G European property fund. Anne began her career in the research team of real estate agency DTZ, today Cushman and Wakefield. She also participates in several industry bodies, the Investment Property Forum (IPF), the Society of Property Researchers (SPR) and the European Association of Non-Listed Real Estate Funds (INREV).
Anne holds the IMC and a professional certification in data analysis from the London School of Economics. She holds a bachelor's degree in geography and urban planning from the University of Amsterdam and a Master of Science from the London School of Economics.
Global Head of Alternatives
Raelan is responsible for managing Mercer’s global alternatives business of approximately 190 investment professionals across 25 offices worldwide. She serves on multiple investment committees within Alternatives and is a member of Mercer Wealth’s Core Leadership team, its Global Strategy Advisory Group, Investment Governance Committee and Marsh McLennan’s Leadership team.
She joined Pavilion in 2016, which was bought by Mercer in 2018, as a managing director, where she was also a member of the investment committee. Prior to that she held roles at LP Capital Advisors, and before that she worked at DoubleClick, a Google marketing company, where she focused on developing new relationships with financial institutions. Before that she was a senior manager in the bank’s internal consulting team, which worked directly with the firm's C-level executives and all divisions of the firm and its top technology partners.
Raelan holds a bachelor’s degree in French Language and Literature from the University of Virginia.
Head of Investment Solutions - EMEA
Michael is responsible for the design and execution of a commercial strategy focussed on profitable growth by increasing assets under management across Mercer’s suite of investment solutions throughout European geographies and market segments.
He joined Mercer in … Prior to that he was head of portfolio management in Irish Life Investment Managers and held several senior investment management and consultancy roles.
Michael holds a bachelor’s degree in Communications from University College Dublin. He is a Chartered Financial Analyst Charterholder.
Head of Alternatives - EMEA & Asia Pacific
Garvan specialises in alternatives, including hedge fund and private market investments, where he primarily focusses on the alternative allocations for discretionary client accounts.
He joined Mercer in 2003, where he worked on the investment consulting team advising institutional investors on investment strategy and manager selection.
Garvan holds a bachelor’s degree in Actuarial and Financial Studies from University College Dublin. He is a Fellow of both the Institute of Actuaries in the UK and the Society of Actuaries in Ireland, as well as a Chartered Alternative Investment Analyst Charterholder.
Senior Infrastructure Specialist
Michael is responsible for providing coverage of the infrastructure sector in North America for Mercer’s Wealth business. He also delivers advice and consulting services to clients on investing in infrastructure, including portfolio construction, portfolio management, fund manager selection and direct investing. He sits on the Infrastructure Ratings Review Committee, which is responsible for overseeing research ratings on all infrastructure strategies.
He joined Mercer in 2014 from Astute Investment Concepts, where he was editor in chief. Prior to that he worked at TD Securities and BMO Capital Markets, where he was a senior equity research analyst predominantly covering the North American power, utilities, and renewable energy sectors.
Michael holds a bachelor’s degree in Commerce from the University of British Columbia and is both a Chartered Professional Accountant and a Chartered Financial Analyst Charterholder.
Senior Private Equity Specialist
Ania is responsible for the evaluating and reviewing private equity managers and co-investments, with a focus on France and southern Europe. She is part of Mercer alternatives investments private markets group in Zurich.
She joined Mercer in 2020 from Lombard Odier, Geneva where she was responsible for the European private equity program and global real assets. She also launched the asset manager’s first impact private equity fund. Prior to this she worked at Morgan Stanley as a real estate private equity associate, where she was responsible for new acquisitions and asset management in central Europe and the Nordics.
Ania holds an MBA from Instituto de Empresa in Madrid, Spain, as well as an MA (Hons) in economics from the University of Cambridge.
Head of Private Equity Europe
Rhonda is based in London. Ms. Ryan joined Pavilion Alternatives Group in 2013, which was acquired by Mercer in 2018. Ms. Ryan leads the European Private Equity investment team and oversees all manager research in Europe. She is a member of Mercer’s Private Equity Investment Committee.
Ms. Ryan has been working in the international investment industry since 1992, focusing on private equity and private markets since 1997 and real assets and hedge funds since 2001. Previously, Ms. Ryan was Managing Director, Head of Private Funds Group Europe at PineBridge Investments (AIG Investments).
Ms. Ryan oversaw a team based in London and Zurich. She invested and managed portfolios in private equity and private debt for both separate account clients and the firm’s fund of funds. Prior to that, Ms. Ryan was Head of Alternative Investments at Insight Investment (the asset management division of HBOS) where she had overall responsibility for the Alternative Investments team and portfolios. Prior to this, she spent a number of years working in Japanese organizations both in the UK and Australia.
Rhonda Ryan holds a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia and BEcon and BA in Asian Studies from The Australian National University. She also holds an Investment Management Certificate (IMC). Ms. Ryan is fluent in Japanese.
Alternatives Investment Director, UK
Deb joined Mercer in 2010 as an investment analyst, where she worked predominantly with institutional investors and assisted senior consultants of a variety topics, including investment strategy, manager selection, performance reporting and intellectual capital generation. She then progressed to Alternatives Portfolio Manager in 2014, where she focused on the portfolio construction, manager selection and ongoing monitoring of discretionary client alternatives portfolios, across both multi-investor pooled solutions and bespoke accounts.
She is a member of Mercer’s Global Investment Solutions Group and sits on Mercer’s Hedge Fund Research Ratings Committee.
Deborah holds a bachelor’s degree in Mathematics from the University of Nottingham. She is a Chartered Financial Analyst Charterholder, Chartered Alternatives Investment Analyst Charterholder, and holds the Investment Management Certificate from the CFA Society of the UK.
November 29, 2021
14:00 – 17:00 GMT