Private Equity: Navigating & Innovating for Alpha
In 2023, the Private Equity industry remained resilient in the face of macro uncertainty, geopolitical instability, and inflation. Then miraculously we emerge into 2024 with economic strength despite being faced with many of the same risks. Our panelists discuss how they are thinking about managing their portfolios, innovating their business, and share insights on how they see the industry evolving to adapt to the dynamic nature of today’s global economy.
Panel Sponsors
Moderator
Patricia Miller Zollar
Managing Director
Patricia Miller Zollar is a Managing Director of Neuberger Berman and a leader of the Firm’s Private Investment Portfolios practice. She is a member of the Co-Investment and Private Investment Portfolios Investment Committees. Additionally, Ms. Zollar sits on the Limited Partner Advisory Boards of a number of funds. Before rejoining Neuberger Berman in 2004, Ms. Zollar was a vice president in the Asset Management Division of Goldman Sachs. Ms. Zollar began her career as a Certified Public Accountant in the Audit Division of Deloitte & Touche. She received her MBA from Harvard Business School and her BS, with highest distinction, from North Carolina A&T State University, where she is Chairperson Emeritus of the Board of Trustees and the recipient of an honorary Doctorate degree. Ms. Zollar is a member of the Executive Leadership Council, the Harvard Business School Alumni Board and was a former member of the executive board of the National Association of Investment Companies. She serves as Vice Chairman of The Apollo Theater and a member of the Investment Committee of the Robert Wood Johnson Foundation’s Board of Trustees and the Neuberger Berman Foundation Board of Trustees.
Panelists
Charlie Compton
Managing Partner
Mr. Compton is a Managing Partner at AE Industrial and is primarily focused on originating, executing and monitoring AE Industrial’s portfolio investments. Mr. Compton currently serves on the Board of Directors of AE Industrial portfolio companies: AIM MRO, Blue Raven Solutions, G.S. Precision, Kellstrom Aerospace and Moeller Aerospace, and is a member of the Firm’s Investment Committee. He previously served on the Board of Directors of BHI Energy, prior to its sale to Westinghouse Electric Company in 2022, and Solairus Aviation which was sold in 2022. Prior to joining AE Industrial in 2014, Mr. Compton was an Associate with Vestar Capital Partners where he was responsible for executing new investments, as well as portfolio company M&A and financing activities. From 2009 to 2012, Mr. Compton was a member of Wells Fargo Securities’ Financial Institutions Group, where he completed numerous advisory and capital markets transactions totaling over $25 billion.
Heather Faust
Managing Partner and Co-Founder
Heather Faust is a Managing Partner and Co-Founder of Argand as well as a member of the Management Committee and Investment Committee. Previously she was a Managing Director at Castle Harlan. Prior to joining Castle Harlan, Heather was a management consultant at McKinsey & Company, where she worked in the United States and abroad across a variety of industries. Heather advised and directly assisted her clients in defining and implementing key strategic and operational business transformations. Heather’s experience also includes roles in the consumer industry as well as international development work in the Middle East. Heather graduated cum laude from Princeton University with a B.S.E. in Operations Research and Financial Engineering and holds an M.B.A. from the Harvard Business School.
Heather is a Director of Cherry (FRA:C3RY), Concrete Pumping Holdings, Inc. (NASDAQ: BBCP), OASE (Chairperson), Midwest Can Company (Chairperson), and Sigma Electric. She previously served as a Director of Tensar Corporation, Industrea Acquisition Corp. (NASDAQ: INDU), Baker & Taylor, IDQ Holdings, Inc. and Ames True Temper.
Joseph Haslip
Managing Director
Joe is a Managing Director of the Investor Relations Team of Valor Equity Partners. Joe joined Valor in 2020. Prior to joining Valor, Joe spent over 20 years in the investment management industry, working at both LP and GP platforms in the private equity and hedge fund industries. On the GP side, he held senior positions at The Blue Harbour Group, an activist hedge fund and a family office investment platform focused on private equity co-investments. Joe also worked for the New York City Public Pension System, where he assisted in the buildout of its alternative investment platform in private equity and real estate. As part of that effort, he led the pension system’s efforts to build out a $7 billion emerging and diverse manager portfolio across asset classes. Furthermore, he served on the Disability Review Board of The NYC Fire Fighters Pension Fund and The NYC Police Pension Fund during this time.
Joe currently serves as Chairman of the Board of The National Association of Investment Companies (NAIC), which represents diverse investment managers in the private equity and broader investment management industry. Joe also Secretary to the Board of The Community Service Society of New York (CSS). CSS has worked with and for New Yorkers since 1843 to promote economic opportunity and champion an equitable city and state. He also sits as a Board Member of the William F. Ryan Health Community Health Network, a Federally Qualified Health Center (FQHC) operating both health centers and school-based clinics in Manhattan. Ryan has been providing high quality, comprehensive and affordable primary and specialty care to New York’s diverse and underserved communities since 1967.
In addition, he was recently elected to the Board of Directors of The Lenox Hill Neighborhood House (LHNH). LHNH was originally founded in 1884, is among the oldest settlement houses in the nation. At its core, the work has not changed since its founding-to educate children, feed hungry neighbors, care for the elderly, advocate for vulnerable individuals and provide critical, comprehensive services to immigrants and low-income New Yorkers, helping them to gain the skills they need to strengthen themselves today and build a better community for tomorrow.
While being born in Detroit Michigan, he is proud resident of New York City where he was raised. Joseph is graduate of Julia Richman HS in Manhattan and studied at Howard University in Washington DC.
Aisha P. Lavinier
Partner
Joe is a Managing Director of the Investor Relations Team of Valor Equity Partners. Joe joined Valor in 2020. Prior to joining Valor, Joe spent over 20 years in the investment management industry, working at both LP and GP platforms in the private equity and hedge fund industries. On the GP side, he held senior positions at The Blue Harbour Group, an activist hedge fund and a family office investment platform focused on private equity co-investments. Joe also worked for the New York City Public Pension System, where he assisted in the buildout of its alternative investment platform in private equity and real estate. As part of that effort, he led the pension system’s efforts to build out a $7 billion emerging and diverse manager portfolio across asset classes. Furthermore, he served on the Disability Review Board of The NYC Fire Fighters Pension Fund and The NYC Police Pension Fund during this time.
Joe currently serves as Chairman of the Board of The National Association of Investment Companies (NAIC), which represents diverse investment managers in the private equity and broader investment management industry. Joe also Secretary to the Board of The Community Service Society of New York (CSS). CSS has worked with and for New Yorkers since 1843 to promote economic opportunity and champion an equitable city and state. He also sits as a Board Member of the William F. Ryan Health Community Health Network, a Federally Qualified Health Center (FQHC) operating both health centers and school-based clinics in Manhattan. Ryan has been providing high quality, comprehensive and affordable primary and specialty care to New York’s diverse and underserved communities since 1967.
In addition, he was recently elected to the Board of Directors of The Lenox Hill Neighborhood House (LHNH). LHNH was originally founded in 1884, is among the oldest settlement houses in the nation. At its core, the work has not changed since its founding-to educate children, feed hungry neighbors, care for the elderly, advocate for vulnerable individuals and provide critical, comprehensive services to immigrants and low-income New Yorkers, helping them to gain the skills they need to strengthen themselves today and build a better community for tomorrow.
While being born in Detroit Michigan, he is proud resident of New York City where he was raised. Joseph is graduate of Julia Richman HS in Manhattan and studied at Howard University in Washington DC.
Omar Shalaby
Managing Director
Managing Director, joined CVC in 2016. Omar is a member of the CVC Technology team and is based in New York.
Prior to joining CVC, he worked at Folger Hill Asset Management; Welsh, Carson, Anderson & Stowe; and Barclays in New York.
Omar received a BS summa cum laude in International Economics from Georgetown University.
