Mr. Bailey is responsible for deal sourcing, transaction analysis, due diligence, and portfolio company oversight. He is based in Dallas, Texas.
Prior to joining BP Energy Partners (BPEP), Mr. Bailey founded Saltstone Capital Management in 2016, an investment management firm focused on the energy value chain, including green tech companies. Saltstone assessed value by identifying significant trends derived from a detailed bottoms-up fundamental research process.
Before founding Saltstone, Mr. Bailey worked for the late T. Boone Pickens’ investment management firm, BP Capital. Mr. Bailey served on BP Capital’s Investment Committee and was the Portfolio Manager for the private hedge fund’s long/short equity strategy, BP Capital Energy Horizons. In addition to idea generation and portfolio construction, he was tasked with analyzing, managing, and monitoring Mr. Pickens’ private investments.
Mr. Bailey has been featured on several podcasts and has periodically been quoted in publications such as Bloomberg and Reuters. He graduated cum laude with a B.S. in finance from the Culverhouse College of Business at The University of Alabama.
Jeff Blazek, CFA and Managing Director, is Multi-Asset Co-Chief Investment Officer. Jeff joined Neuberger Berman in 2024 and, along with Multi-Asset Co-CIO, Erik Knutzen, is responsible for co-leading the firm’s multi-asset investment activity, driving portfolio construction and developing investment outlooks. He serves as co-chair of the firm’s Asset Allocation Committee and Public Private Investment Committee, and he is also a member of the Investment Risk Committee. Previously, Jeff spent over 12 years at Cambridge Associates, having founded and led the firm’s New York City office, and serving as co-leader of the Endowment & Foundation practice and as Head of the Healthcare practice. Jeff has also worked in-house at two investment offices: Managing Director at New York-Presbyterian Hospital for three years, and Portfolio Manager at Teacher Retirement System of Texas for five years. Jeff has over 25 years of investment experience. Jeff holds a Bachelor of Business Administration and Master of Professional Accounting from University of Texas at Austin. Jeff serves on the BBA Advisory Board for UT’s McComb School of Business.
Ms. Boswell is a co-head of PIMCO’s Austin office and oversees the U.S. nonprofit team, responsible for the coverage of endowments, foundations and health care institutions. Prior to joining PIMCO in 2009, she worked as an equity research associate on the energy team at Credit Suisse and as a senior associate covering utilities in the corporate finance group at Moody’s Investors Service. She is also a member of the board of directors of the YMCA of Austin and the Texas Alternatives Investments Association. She also serves on the University of Texas McCombs Master of Science in Finance Advisory Council. She has 18 years of investment experience and holds an MBA from the University of Chicago Booth School of Business as well as an undergraduate degree from Yale University.
Jonathan Broch is an industry thought leader and strategic advisor to leading private equity firms, investors and fund administrators and has a track record of driving enterprise transformation, operating model efficiency, process optimization, and technological innovation. His areas of expertise span a wide array of topics including client experience, organization design, data strategy, reporting and analytics, deal management, capital raising, investor relations, portfolio monitoring, accounting, expense allocations, and forecasting. With 23 years of industry experience, Jonathan leverages his insights, expertise, and network to enable organizations to achieve their growth objectives, scale effectively, and develop competitive advantage.
Alex Brooks joined Capstone in 2003 and is responsible for distribution and client origination in the Western and Southwestern United States and Western Canada. Prior to Capstone, Alex was a Senior Vice President at Hourglass Capital Management, a mid and large cap equity growth manager, where he was a portfolio manager and director of marketing to institutional investors. Previously, Alex was a financial consultant at Montgomery Securities, Dain Rauscher, and Smith Barney where he advised executives of both public and private firms regarding hedging, monetization, tax minimization, and investing strategies. Alex graduated cum laude with a BA from Duke University and earned his MBA with high honors from Southern Methodist University. Alex is a CFA Charterholder.
Peter Donovan is MFA’s Executive Vice President & Managing Director, Chief Operating Officer. He is responsible for MFA operations and finance, including accounting, budgeting, human resources and technology. He also leads and directs all efforts related to membership retention, development and growth. Mr. Donovan divides his time between MFA’s Washington D.C. and New York offices.
Mr. Donovan is a respected industry veteran with more than 25 years of experience. He joins MFA from Bank of America Merrill Lynch where he has served since 2004 in a variety of leadership roles in Fixed Income Prime Brokerage, sales and relationship management. He was previously co-head of U.S. prime brokerage sales at Morgan Stanley. Mr. Donovan holds a Bachelor’s degree in Finance from Lehigh University and a MBA from Fordham University.
Ted Gooden is Founder and Managing Partner of Växa Partners, an M&A and strategic advisory firm focused on solutions for private market investment firms world-wide. Ted has advised on more than 150 completed strategic partnerships for private equity, credit, real estate, infrastructure and secondary firms, globally.
Recent noteworthy deals include:
Guardian Life’s two strategic deals with HPS , PartnersW Capital’s sale to Axa, Treeline’s minority stake sale to Aflac, Exeter Property Group’s sale to EQT, Trivest’s minority stake sale to Bonaccord, LBC’s sale to CIFC (backed by Centricus/Qatar), Mesa West’s sale to Morgan Stanley, Investcorp’s acquisition of Corsair’s infrastructure business, Clearlake Capital’s stake sale to Dyal, Goldman and Landmark
Robyn Grew is CEO of the LSE-listed active investment management firm Man Group, and an executive director on the Man Group Board. The global firm manages USD 178.2 billion (as at 30 June 2024) across a broad range of alternative and long-only portfolio solutions. As CEO, Robyn leads the firm’s Executive Committee, which is focused on ensuring the firm continues to evolve to meet the needs of its clients and the millions of pensioners and savers they represent. Robyn was previously President of Man Group, based in the US, and has a strong track record of demonstrating strategic vision and leadership. Since joining Man Group, via GLG, in 2010, Robyn has managed the solutions business, overseen trading and execution as well as acted as Group COO, Head of ESG and General Counsel. She has been integral to the firm’s global strategic expansion and oversaw the reorganisation of Man Group’s corporate structure in 2019 to better align it with the global footprint of the business. She has also spearheaded the firm’s diversity programme, Drive. Before joining the firm in 2009, Robyn held senior positions at investment banks Barclays Capital and Lehman Brothers as well as at LIFFE, the largest futures and options exchange in London – since renamed ICE Futures Europe. These roles saw her based for periods of time in New York, London and Tokyo giving her broad, global experience. Robyn is a qualified barrister and has worked in the investment industry since 1994.
Yup S. Kim serves as the Chief Investment Officer for Texas’ $44 billion municipal retirement system (TMRS) and chairs its staff investment committee. Previously, he helped lead Private Equity at CalPERS, California’s $490 billion pension fund, across all functions, including strategy, team management, and investment activities across primary, secondary, and co-investment opportunities globally.
Previously, he served as the Senior Portfolio Manager at the Alaska Permanent Fund Corporation, an $80 billion sovereign wealth fund, where he helped lead its private investment activities. The private equity and special opportunities portfolio generated 25% net of fee returns over a decade. He has also held positions at DB Private Equity, where he served on the Investment Committee, Performance Equity, and Silver Point Capital, and he began his career at Citigroup in New York.
Kim received his B.A. in Economics from Yale University, speaks six languages, and serves as Chair for the Milken Institute Rising Allocator forum. He serves as a Board Member of the Korea Finance Society, a Term Member for the Council of Foreign Relations, a Global Investment Ambassador for the Seoul Metropolitan Government and a Visiting Lecturer at Harvard Business School, The Wharton School, Yale University, and many other academic institutions.
Joe Lonsdale is the Founder and Managing Partner at 8VC, an early-stage venture capital firm managing over $6 billion in capital. In 2003, he founded Palantir Technologies (NYSE:PLTR), a global software company known for its work supporting US and its allies’ defense and intelligence. Since then, he has founded over a dozen prominent companies, including Addepar, a wealth management platform helping investors manage over $7 trillion, and OpenGov, the leading cloud software provider for local governments which recently sold for $1.8 billion. He continues to create and scale companies through the 8VC Build program.
Joe was an early investor in Anduril, Oculus (acq. FB), Guardant Health (NASDAQ:GH), Oscar (NYSE:OSCR), Illumio, Wish (NASDAQ:WISH), JoyTunes, Blend (NYSE:BLND), Flexport, Joby Aviation (NYSE:JOBY), Orca Bio, Qualia, Synthego, RelateIQ (acq. CRM), Yugabyte, among many others.
Joe and his wife Tayler are active in a variety of philanthropic and institutional pursuits. In 2018, they founded the non-partisan Cicero Institute, which crafts and advances policies to promote effective and accountable governance, and is now successfully battling special interests with teams in over a dozen states. In 2021, Joe became the founding chairman of the board of the University of Austin (UATX), a new university dedicated to restoring the pursuit of truth in higher education. He also sits on the board of the Ronald Reagan Presidential Foundation & Institute.
Joe, Tayler, and their five children live in Austin, TX.
Monica Medina is the President and CEO of the Texas Housing Conservancy, where she leads the organization’s growth and oversees all aspects of operations and strategy. Under her visionary leadership, the Conservancy has doubled the number of properties in its portfolio, nearly doubled its capital, and expanded from a local to a statewide organization. Monica plays a pivotal role in expanding the organization’s nearly half a billion-dollar portfolio and advancing its mission to preserve affordable workforce housing.
With over 20 years of banking experience, Monica has held senior leadership positions in Business Banking, Government and Institutional Banking, and Commercial Banking at institutions ranging from $5 billion to $1.8 trillion in assets. Before stepping into her current role, she served as Senior Vice President and Commercial Banking Leader for Broadway Bank, where she grew the loan and deposit portfolio by an impressive 430% in less than two years. Monica has successfully developed national business strategies and managed several hundred-million-dollar portfolios, demonstrating her exceptional financial acumen and strategic vision.
A dedicated servant leader, Monica has served on the Mission Capital Board, chaired the Board of H.A.N.D. (now part of Meals on Wheels), and is a Leadership Austin graduate. She is also a proud graduate of the City of Austin’s developer training program’s first cohort. Her extensive business and community relationships, along with her financial expertise, uniquely equip her to fulfill the organization’s mission of preserving 15,000 units of affordable workforce housing over the next five years.
Monica’s commitment to community service extends beyond her professional achievements. She has been actively involved in various philanthropic endeavors, contributing her time and expertise to numerous organizations dedicated to improving the quality of life for underserved populations. Her passion for affordable housing and community development is evident in her tireless efforts to create sustainable and inclusive communities.
Monica and her husband, Jose, met at Texas State University over 20 years ago. They have called Central Texas home ever since and are raising their four children in the area. In her spare time, Monica enjoys spending quality time with her family. She also travels the country with her daughter’s competitive soccer team and her son’s baseball team, supporting their athletic pursuits.
Lance Minor is a Founding Member of Juniper Square’s Private Equity group and is responsible for business development, channel partnerships, and strategy within the Private Equity vertical. He has deep expertise in private markets, fund administration, and technology. Since Lance joined Juniper Square in 2020, the firm has grown to over $100 billion in Assets Under Administration (AUA), establishing itself as one of the largest private markets administrators in the world.
Prior to Juniper Square, Lance was a Senior Enterprise Sales Leader at WeWork Corp and Vice President of Enterprise Sales at VTS. He also serves as a member of the Advisory Board at Atreyus AI, a business-focused AI platform.
Originally from Memphis, TN, Lance attended the University of Mississippi (Ole Miss). He now lives in New York City with his wife and two young sons. When he’s not at a Central Park playground, he enjoys playing squash, skiing, and attending live music events.
Dave Morehead joined the Baylor University Office of Investments in 2011 and currently serves as the Chief Investment Officer, while also teaching courses and classes at Baylor’s Hankamer School of Business. Previously, he was a partner at Highview Capital Management, where he focused on public and private energy investments. Prior to this, he was a portfolio manager at Ritchie Capital Management, responsible for a generalist corporate relative value and distressed portfolio and spent time performing equity research on the transportation/logistics and specialty retail sectors at William Blair & Company. Mr. Morehead also held roles at Bank of America, where he was responsible for the risk management of the bank’s interest rate derivatives desk, and First Trust Advisors, where he advised community banks on their investment portfolios. Dave graduated summa cum laude from Wheaton College and earned his MBA in finance and entrepreneurship with honors from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst (CFA) designation.
Trey Parker is a Co-Founder and the Chief Investment Officer of Sycamore Tree Capital Partners, a boutique asset management firm specializing in alternative credit with $2.8B in assets under management. His role includes leading the investment process and portfolio management, while also serving as a Senior Portfolio Manager and chairing the Investment Committees. With over 25 years of investing experience, he has expertise in various asset classes including credit and private equity. His career began in sales and trading at First Union and Morgan Stanley, followed by positions in mezzanine debt and private equity at BMO Merchant Banking and Hunt Special Situations Group, and most recently, as a Partner at Highland Capital Management. In addition to his investment roles, he has served on numerous corporate boards and currently hold positions on several non-profit boards, bringing a wealth of experience in strategic planning, markets and asset management.
Kurt Probe, CFA is a Partner at Liberty Park Capital Management, where he serves as co-portfolio manager of Liberty Park Fund and Liberty Park Select Opportunities. Since joining the firm in 2015, he has specialized in small cap industrial and technology companies.
Kurt and the Liberty Park team focus on companies that typically have limited sell-side research coverage and possess complex, multi-industry or cyclical business models that are often misunderstood by generalist investors. Through extensive experience within this niche universe, they identify and exploit short-to-medium term market dislocations.
Kurt earned his BBA in Finance with a minor in Accounting from the University of Texas in 2015 and achieved his CFA certification in 2019.
Scott Rochelli, CFA is the Founder and Portfolio Manager of Nomadx Strategy, a concentrated global small-cap investment firm specializing in high-quality businesses across tech platforms, distribution networks, and franchise models—companies distinguished by exceptional capital efficiency.
Prior to launching Nomadx, Scott spent eight years at Luther King Capital Management (LKCM), where he was responsible for the firm’s small-cap portfolio and played a key role in incubating and launching its international strategy. Before LKCM, he earned his MBA from the University of Texas, where he also served as a portfolio manager for the university’s student investment fund and continues to contribute as an advisory board member and guest lecturer.
Scott has also served as an adjunct professor at Texas Christian University, where he developed a curriculum focused on the real-world application of investing, bridging academic theory with practical investment decision-making. After earning his degree in Finance from Southern Methodist University, he gained five years of financial experience at PepsiCo, focusing on strategy and corporate finance.
Mr. Roman is PIMCO’s chief executive officer and a managing director of the firm. As CEO, he serves on PIMCO’s Executive Committee and has executive oversight of the firm’s client and business areas, including broad strategy-setting and resource management. Prior to joining PIMCO in 2016, Mr. Roman was CEO at Man Group PLC, one of the world’s largest publicly traded alternative asset managers and a leader in liquid, high-alpha investment strategies. Previously, he was chief operating officer at Man Group from 2010–2013, and co-chief executive officer at GLG Partners, Inc., prior to the firm’s acquisition by Man Group in 2010. Earlier in his career, he was with Goldman Sachs for 18 years, serving as co-head of worldwide global securities and co-head of the European services division. He has served as a trustee of the Hedge Fund Standards Board Ltd. as well as a trustee of the Paris Review of Books, the Royal Marsden NHS Foundation Trust, the Tate Foundation and the University of Chicago. He has 36 years of investment experience and holds an MBA in finance and econometrics from the University of Chicago and a bachelor’s degree from the University of Paris IX Dauphine.
Andrew Rosell is a business and solution-oriented attorney, strategically guiding investment managers, family offices and professional and institutional investors in all aspects of their business. He brings to the table a robust background as a staff auditor at Ernst & Young focusing on real estate audit and consulting, as well as more than 8 years serving as the former General Counsel and Chief Compliance Officer at Kleinheinz Capital Partners, Inc., a multi-billion-dollar SEC registered investment adviser.
Because of this unique background and experience, Andrew has a comprehensive understanding of not only the accounting side of transactions, but also the business, trading, investment, and strategy aspects of the investment industry. This depth of knowledge allows him to advise clients on day-to-day operations and the most complex transactions and legal issues, finding creative solutions and avenues to successfully get the deal done.
Andrew chairs our Investment Management & Private Funds Industry Group, heading up a full-service team of attorneys working with clients across the country and beyond. He has a diverse corporate and securities practice representing investment fund managers, wealth managers, family offices and private companies.
He primarily focuses on the representation of registered investment advisers on a wide range of issues such as formation and structuring, regulatory compliance, strategic transactions (e.g. seed deals and growth acceleration transactions), strategic mergers and acquisitions, investment portfolio transactions, due diligence, fund formation and liquidation and business cessation. He also advises clients on the regulatory and securities laws associated with investments in digital assets, as well as the incredibly important issue of cybersecurity as it pertains to investment advisers and the highly sensitive client data they retain.
Andrew also has significant industry experience beyond investment management. He regularly represents and works with companies in the oil & gas, and healthcare industries. In this capacity, he often acts as outside general counsel addressing corporate governance, and contract negotiations, as well as merger and acquisition transactions.
Andrew is the co-author of Winstead’s Investment Insights Blog.
Outside his legal practice, Andrew is a member of the board of trustees for Cook Children’s Medical Foundation where he serves on the Audit Committee, and the boards of directors for Cook Children’s Medical System and Cook Children’s Health Plan. Andrew is a founding board member of STREAM Foundation, a Dallas based organization focused on providing scholarship and internship opportunities to students from underrepresented groups in the area of asset management. Andrew also sits on the boards of directors for Texas Alternative Investment Association and Capital for Kids. Andrew also served the City of Fort Worth as a member of the Ad Hoc Gas Well Revenue Advisory Committee (2005) and currently serves on the City’s Entrepreneurship and Innovation Committee.
Andrew and his family are avid runners competing in cross country, half-marathons and marathons.
Derek leads strategic partnerships at Juniper Square, collaborating with service and software providers to drive new business and support Juniper’s 2,000+ GP clients.
Before joining Juniper Square, Derek led fundraising for a private lending platform, worked at the largest privately held RIA in the U.S., and helped scale a cybersecurity startup, developing innovative software and insurance solutions with multibillion-dollar carriers.
Samara Shepherd is a corporate partner in the Houston office of Kirkland & Ellis LLP. Her practice primarily focuses on representing private fund sponsors in the formation, structuring and operation of private equity funds, management companies and other related entities, ranging from first-time sponsors to funds of over $5 billion. She also advises fund managers on a variety of general corporate counseling matters, management company events, secondary transactions and fund-related aspects of M&A transactions, including co-investment arrangements.
Brien Smith is a Managing Director of Neuberger Berman and Senior Advisor of the Neuberger Berman Private Equity Division. He is a member of the Private Investment Portfolios and Co-Investment Investment Committee, as well as the Private Debt Investment Committee. Smith is also a member of Neuberger Berman’s Private Asset Valuation Committees and the Global Risk Committees. He was senior portfolio manager from 2001 to 2017 and chief operating officer of Neuberger Berman Private Capital from 2017 through 2022. Before joining Neuberger Berman in 2001, he worked in the middle market private equity firm Mason Best Company LP and its affiliates. He began his career at Arthur Andersen & Co. Brien is a life member of the McCombs School of Business Advisory Council at the University of Texas at Austin. He also serves on the Ex-Students Association of The University of Texas Board (“Texas Exes”), chairing its Investment Committee from 2017 to 2024 and serving as the organization’s president for the 2024–2025 school year. He serves and has served on a number of other boards of directors. He received a Master’s in Professional Accounting and a BBA from the University of Texas at Austin.
David H. Steinwedell has worked in the commercial real estate industry over 40 years in a variety of disciplines including public and private investment management, acquisitions, debt, capital markets, investment banking and asset management. David is the founder and Chairman of the Board of Texas Housing Conservancy (TxHC) in Austin, TX, a not for profit fund sponsor with a focus on preserving workforce multifamily housing utilizing private equity through the Texas Housing Conservancy Fund. The Fund has invested in over $500 million of moderate-income multifamily housing in seventeen properties totaling almost 3,000 units with capacity to serve over 4,000 residents with a long-term goal of preserving 15,000 units in 10 years. The Fund was recently recognized by the Urban Land Institute as a winner of its Global Award of Excellence.
Prior to TxHC, David was Executive Director of the Urban Land Institute (ULI) in Austin, TX where he led a dramatic increase in membership, sponsorship and community involvement. He remains Managing Partner of Stoneforge Advisors, LLC, a real estate investment and advisory firm. Throughout his career, he has worked with multiple property types. He is former managing partner and investment committee chairman of AIC Ventures, where he was an equity partner and oversaw acquisitions of long-term sale-leasebacks and net leased assets with middle market credits. While at AIC, David completed over $380 million of acquisitions, growing assets under management to almost $800 million.
David formerly served as president of Wells Fund Management at Wells Real Estate Funds, leading the development of a real estate investment product and management team dedicated to serving institutional investors. Also, at Wells, David served as chief investment officer for five years, leading a team of professionals responsible for Wells’ real estate investment strategy representing over $9 billion in acquisitions, $300 million in development and $4 billion in finance in a series of non-traded office REITS, a value-add fund, 1031 and limited partnership vehicles.
Prior to Wells, David held executive positions at Jones Lang LaSalle and Cushman Realty Corporation where he directed and grew operations of investment banking and brokerage units in the South, resulting in $2.2 billion in transactions across a spectrum of asset classes. David oversaw asset management, disposition and acquisition activities in the Southwest for pension funds and for the general account as a managing director at Aetna Life & Casualty. He completed the foreclosure, asset management and sale of over 400 assets across all property types.
Recently recognized as an Affordability Champion by the Austin Business Journal and the recipient of numerous industry awards and accolades, David is past Chair of the Board of Directors of the Rally Austin, fka the Austin Economic Development Corporation and a past member of the Board of Directors for the National Association of Real Estate Investment Managers (NAREIM). He is an Urban Land Institute (ULI) Full Member, a past member of the Executive Committee of ULI Atlanta. A mentor, member of the IOPC and past Chair of the Affordability Strategic Council of ULI Austin. David is the past-president of the Tritt Foundation. David is also an adjunct professor of Real Estate at Huston Tillotson University. He actively participates with CommunityFirst Village, Mobile Loaves and Fishes and Habitat for Humanity. David has been a guest lecturer or speaker at SXSW as well as the University of Texas (McCombs and LBJ Schools), Wharton School of Business, UCLA, Columbia University, NYU, and Hamilton College. He has been featured in various publications, business journals and events including the Wall Street Journal, Bloomberg, Real Estate Forum, CPN, RECA, ULI, CREW and NAREIM. David earned a bachelor’s degree in economics from Hamilton College in Clinton, N.Y.
Dale West is the Senior Managing Director of Public Markets at the Teacher Retirement System of Texas in Austin, Texas, the pension plan for 2 million Texas teachers and education employees. Mr. West’s team oversees the Trust’s $107 billion portfolio of publicly traded securities including both internal and externally managed strategies. TRS’ portfolio includes $23 billion in hedge funds and $7 billion in opportunistic and credit investments. Mr. West joined TRS in 2008 and serves on the Internal Investment Committee and Executive team.
Prior to joining TRS, Mr. West was based in London with the emerging markets equity team of T. Rowe Price International, where he covered telecoms and emerging markets. He also served in the U.S. Foreign Service, including a three-year posting to the American embassy in Bucharest, Romania.
Mr. West received an MBA from Stanford University and is a graduate of the University of Texas at Austin.
Steven Wilson is Director in the Public Markets group at the Teacher Retirement System of Texas, a $200 billion pension system serving 1.8 million active and retired educators and their families. Mr. Wilson is responsible for the $10B Stable Value Hedge Fund Portfolio, which includes allocations to Equity Market Neutral, Macro, Managed Futures, Platform, Volatility, and Reinsurance Hedge Funds. He is also responsible for the $7B World Equity Portfolio, which includes Beta Sensitive strategies benchmarked to global equity indices.
Prior to joining TRS, Mr. Wilson was an Investment Director at Ameriprise Private Wealth Advisors, where he oversaw fund selection for $250 million of client assets.
Mr. Wilson received an MBA from the Rice University Jones School of Business in 2012, is a graduate of the University of Texas at Austin McCombs School of Business, and holds the CAIA designation.