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Tue, Nov 5, 2019

6:00 PM – 9:00 PM EST (GMT-5)

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KMC M2-90

44 West 4th Street, New York, NY 10012, United States

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SPEC & SIMR would like to invite you to join us for a buy-side panel discussion.

Agenda: 6pm arrival/registration at NYU Stern School of Business (44 West 4th Street, New York, NY 10012, United States) in Room KMC 2-90 (Kaufman Management Center, Level 2)
6:30-7:30pm panel discussion/Q&A.
8:00pm-9:00pm drinks mixer at Amity Hall (80 W 3rd St, Between Sullivan St and Thompson St, New York, NY 10012)

The panel will feature:

Tim Lewis, Partner, Southfield Capital
Tim joined Southfield Capital in April 2014. Tim brings over twenty years of lower middle market experience to Southfield as a private equity investor, general manager, turnaround executive and management consultant.
Prior to joining Southfield, Tim was a Partner at Atlantic Street Capital, a lower middle market focused private equity fund. Before Atlantic Street, Tim was a Partner at CRG Group, a middle market turnaround and performance improvement consulting firm that was acquired by Deloitte in 2012. He served on the firm’s Executive and Management Committees and was a leader in the firm’s Performance Improvement Practice. Prior to CRG he spent over five years in operations management and business development roles at RHC Spacemaster, a middle market store fixture company. He began his career at The Keystone Group, a Chicago based management consulting firm, where he led consulting engagements around business strategy and operations improvement. Tim is currently on the board of directors of Ntiva, Milrose Consultants and the American Refrigeration Company, Inc. He received his M.B.A. from Northwestern University’s J.L. Kellogg Graduate School of Management and his B.A. degree in Political Science from Yale University.

Spencer Berg, Vice President, Scott-Macon Ltd.
Spencer Berg is a Vice President at Scott-Macon, Ltd., a middle market independent investment bank founded in 1973. Spencer joined Scott-Macon in 2008 and has over 11 years of M&A experience working with companies ranging from multi-generational family owned businesses to Fortune 100 clients. He has focused on international and cross-border M&A, specializing in corporate carve-out transactions. He previously worked at Towers Perrin (n.k.a Willis Towers Watson) in their Corporate Development group working on M&A transactions and financial planning. He graduated from the Leonard N. Stern School of Business at New York University (B.S. '06) with a majors in Finance & Accounting and Management & Organizational Behavior as well as a co-major in International Business.

Suma Swaminathan, Vice President, Developing World Markets
Suma Swaminathan is Vice President, Private Equity at Developing World Markets, a U.S. based returns-first focused impact investment manager. In her role, Suma covers the firm’s private equity investments in financial institutions across South, Central Asia and the Caucasus. Prior to DWM, Suma worked in business valuation where she was managing the valuation of publicly and privately held companies’ equity, debt, and complex assets/securities for the purposes of potential investments, financial reporting, and corporate planning. Currently, Suma is a Steering Committee member of the Refugee Investment Network, a collaborative designed to create long-term, market based solutions for global forced migration and an Advisor to NYU Stern’s Center for Sustainable Business. Suma received her MBA from NYU’s Stern School of Business, where she was designated a Faculty Scholar, and holds a Bachelor’s degree in Electrical Engineering from Osmania University in Hyderabad, India.

Michelle Brouhard, Partner, Head of Commodities, Yaupon Capital
Michelle is a partner and the head of commodities at a Yaupon Capital, a long/short energy hedge fund. Her trading expertise focuses on commodities such as oil, natural gas, metals and agriculture. Prior to her work at Yaupon, Michelle spent a year and a half investing in the oil space for Trailstone Management where she delivered profits over 20%. Prior to Trailstone Michelle spent almost 3 years at PointState Capital, a multi asset/multi strategy long short Hedge Fund, where she was a Managing Director and Portfolio Manger, generating and managing oil risk across a multi-asset platform. During her time at PointState, she led several of the firm's highly successful oil investments, which included forecasting the oil collapse in 2014. Prior to PointState, Michelle spent seven years at Deutsche Bank, where she was a proprietary trader on the commodity trading desk until 2012 when she was promoted to lead a global team of analysts and proprietary traders for the cross-commodity platform. Michelle has been named to the Hedge Fund Journal / Ernst & Young’s “50 Leading Women in Hedge Funds” for 2019. Michelle also serves on the board of Hope for New York, is the co-founder of Refugee Action Fund and is on the National Leadership Council for World Vision. She is also a children’s leader at Bible Study Fellowship. In her spare time she participates in outdoor adventures and most recently completed the rim to rim hike through the Grand Canyon.

The discussion will be moderated by Nancy Vailakis.
Nancy Vailakis has over 15 years of alternative asset management industry experience as a business development, marketing and investor relations professional, and over 18 years of experience in financial services. She is currently a Business Development Director covering the Americas at IQ-EQ, a leading investor services group operating across 23 jurisdictions with a fund administration team in New York focused on private equity, venture capital, real estate, hedge, debt and credit strategies.
Prior to her tenure at IQ-EQ, Nancy was Vice President of Investor Relations at Cerberus Capital Management where she covered the co-mingled institutional funds and fundraises with senior partners at the firm. Ms. Vailakis previously worked in a similar capacity at credit firm, BlueMountain Capital Management.
Ms. Vailakis earned her MBA from the New York University Stern School of Business and her BA in English Literature from Binghamton University. Nancy continues to serve the Stern community as an Alumni Advisory Board Member of the Stern Private Equity Club.
Nancy is engaged with many non-profit and professional organizations in New York, including High Water Women, Sponsors for Educational Opportunity (SEO), 100 Women in Finance, New York Cares and Binghamton Women in Business. Ms. Vailakis is a regular speaker on industry topics.

They will cover a range of topics including:
1. ‘Top of the market cycle’ and volatility considerations in Investing
2. Impact of interest rates in the current investing environment
3. Best value / growth investing opportunities in the next 1-5 years
4. Impact of the ‘trade war’ on investment patterns
5. Dynamic around top quartile managers vs. emerging managers
6. Brexit / the upcoming US election impacts on investing / markets
Dress Business Casual



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Where

KMC M2-90

44 West 4th Street, New York, NY 10012, United States

Hosted By

Stern Private Equity/Venture Capital Club | Website | View More Events
Co-hosted with: Stern Investment Management & Research Society

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