Table of Contents
Private Equity
- Warburg Pincus promoted Jeffrey Perlman, current head of Southeast Asia and Asia-Pacific real estate, to president of the firm. The current president, Timothy Geithner, will become chairman, while Chip Kaye will remain CEO. Perlman has been with Warburg Pincus since 2006, and over the past 15 years he played a key role in expanding the firm’s presence in APAC, co-founding and supporting some of the largest real estate companies in the region. He has been a member of the firm’s executive management group since 2018.
- AVAC Group’s board of directors has concluded a four-month search and appointed Martin Vetter as CEO. Vetter has been with AVAC since 2008 and brings over 20 years of experience in new product commercialization at high-growth tech companies. Throughout his tenure, he has successfully led numerous investments in AVAC’s technology and agtech portfolio. Additionally, since 2019, Vetter has been at the helm of AVAC’s Carrot Ventures initiative, which focuses on launching new agtech companies in Canada through a venture studio approach.
- Brown Gibbons Lang & Company appointed David L. Koch as its newest managing director, with responsibility over the firm’s activities in equity capital markets. He will co-lead BGL’s larger capital markets group alongside Jason F. Sutherland, who leads the debt capital markets team. Koch brings over 23 years of experience in investment banking, having recently served as the head of equity capital markets at GP Bullhound. Prior to that, he held the position of managing director and head of Southern Europe ECM at Barclays in London and also worked in various roles at Nomura and Lehman Brothers in both New York and London.
- Stormbreaker Ventures, an investor in mobility startups, appointed Patrick Shutt as a venture partner. With over 25 years of experience in leadership roles within the telecom, IoT, and mobility industries, Shutt has served as a Founder, CEO, and COO. He has also provided valuable contributions at the board level. Notably, Shutt led capital transactions totaling more than $800 million, including the successful Goldman Sachs-underwritten IPO of Universal Access during his tenure as CEO.
- Austin-based early-stage venture capital firm Silverton Partners added Rob Taylor as operating partner and Addie Rasche as senior associate. Taylor joins Silverton after co-founding and serving as CEO of Convey, a portfolio company of Silverton Partners, which was acquired by project44 for $255 million in December 2021. Rasche previously worked as a part-time associate for Silverton while pursuing her MBA at McCombs School of Business.
- Vintage Investment Partners appointed Eldad Gabay as senior vice president, data & analytics. In his previous role as director of data at Rapyd, Gabay played a crucial part in building and advancing the data function from its inception. Prior to this, he worked as a data analyst at Anyclip and a fraud data analyst at LivePerson, where he focused on identifying and preventing fraudulent activities. Israel-based Vintage Investment Partners is an integrated venture platform comprising secondary funds, growth-stage funds and fund-of-funds.
- True announced leadership changes to bolster its venture capital capabilities and emphasize its platform services for improved client value. Shawn Thorne, previously co-general manager, Americas, will now serve as managing director of the venture capital practice. Thorne’s experience in driving growth and restructuring at True Search will be applied to strengthen the VC practice. Meanwhile, Josh Withers, co-founder and TrueBuilders podcast host, will take on the role of GM of platform and NA search operations, in addition to being managing director of the True Platform. Withers will lead True Search functional practices, search operations, and client services team.
Service Providers
- Schulte Roth & Zabel added John Nowak as a partner in the litigation group in New York. He brings extensive government experience, having served as the deputy chief of the business and securities fraud section of the U.S. Attorney’s Office for the Eastern District of New York and as a branch chief in the enforcement division of the U.S. Securities and Exchange Commission, He also brings a strong enforcement practice that includes representing private equity funds, hedge funds, boards of directors, principals, and executives in internal investigations, government inquiries and litigation, in addition to providing guidance to investment advisers on trading and compliance issues.
- Josh Cohen and Abraham Tabaie joined Debevoise & Plimpton’s San Francisco office as partners. Cohen, a seasoned white-collar trial lawyer, brings more than 20 years of experience in criminal defense and government investigations to the firm’s white collar & regulatory defense group, while Tabaie, a versatile commercial litigator, joins the commercial litigation group. Cohen is an experienced white-collar trial lawyer who has provided counsel to prominent Fortune 500 companies and senior executives of public and multinational corporations. His expertise spans criminal and regulatory issues, including litigation involving class actions, shareholder derivative suits, and antitrust matters. Tabaie specializes in large-scale commercial business litigation for West Coast companies. His focus includes cases related to trade secret misappropriation, breach-of-contract, breach of fiduciary duty, false advertising, hacking, data privacy, debt collection, and unfair competition claims.
- Jeffrey Rubinger and Summer LePree have joined Winston & Strawn‘s Miami office as partners in the tax practice, both coming from Baker McKenzie. Rubinger brings extensive expertise to the firm. He has provided counsel to clients from various industries, including financial services, technology, manufacturing, real estate, investment funds, and family offices. LePree’s practice revolves around advising both U.S. and foreign-based public and private companies concerning their inbound and outbound U.S. international tax planning.
- Winston & Strawn also added Bryan Ikegami as a partner in the firm’s Los Angeles office and as member of the transactions department and the private equity practice. Joining from Massumi + Consoli, Ikegami brings extensive expertise in handling intricate domestic and international transactions, including mergers and acquisitions, divestitures, financing transactions, restructurings and recapitalizations, on behalf of private equity funds and their diverse portfolio companies.
- Houlihan Lokey appointed Jonathan Jameson as a managing director in the private funds group. Based in New York, he will enhance and reinforce the group’s services for general and limited partners in North America. With over 25 years of experience in private capital markets, Jameson has advised general partners, institutional investors, and corporations. His prior roles include serving as a managing director in the private funds group at GCA Advisors (acquired by Houlihan Lokey) and as a managing director at Cogent Partners.
- Jimmy Prencipe joined the Boston office of leadership advisory and on-demand talent solutions provider Heidrick & Struggles’ as global leader for the agribusiness sector and member of the industrial and consumer markets practices. He brings over 15 years of experience in executive search, assessment, and corporate human resources, with a focus on C-suite, business unit and senior functional searches for public, family-owned, private equity, and venture capital organizations. He joins from Tyson Foods, where he led people operations.
- Manuel Rodriguez joined Oppenheimer & Co. as head of the Latin America investment banking group. He will be based out of the firm’s New York headquarters and will report to Robert Lowenthal, Oppenheimer president of and head of investment banking. Rodriguez brings 23 years of experience in global investment banking, including executing many transactions for middle-market and global organizations. He joins from Credit Suisse after a 17-year career with the firm’s investment bank, where he served most recently as head of Latam & Caribbean coverage.
Private Credit
- Hamilton Lane announced several senior leadership changes. Jeffrey Armbrister, who has been in charge of Hamilton Lane’s direct equity investment business for the five years, has been appointed to serve as the firm’s CFO, succeeding Atul Varma, who will remain as a senior advisor. Andrew (Drew) Schardt will become a vice chairman of Hamilton Lane, while retaining his role as head of investment strategy. He will also replace Armbrister in the role of head of direct equity. Nayef Perry will assume sole leadership of the firm’s credit business as head of direct credit after having served as co-head with Schardt. Richard Hope, Hamilton Lane’s head of EMEA, will take on the additional role of co-head of investments, serving alongside Tom Kerr. Lastly, Ken Binick is joining the firm as managing director and head of execution on the direct equity team, reporting to Schardt.
- Bramshill Investments appointed Nicolas Amato, CFA, CAIA, as its chief risk officer. Based in the firm’s Newport Beach, Calif., office, Amato is tasked with overseeing risk management and quantitative research. With over 25 years of industry experience, primarily in alternative investments, he joined Bramshill Investments in 2019. Before that, he held the position of head of alternatives portfolio management at Wilshire Associates. Prior to his tenure at Wilshire, Amato worked at Dorchester Capital Advisors, a Los Angeles-based Alternative Investments manager, from 2004 to 2014.
- Crescent Capital Group appointed Lynsey Fitzgerald as head of consultant relations. Based in Boston and reporting to Jonathan Harari, the global head of investor solutions at Crescent, Fitzgerald’s role involves managing the firm’s relationships with global investment consulting firms. With over 20 years of experience in consultant relationship management, she previously served as a Director in the Consultant Relations Group at Loomis, Sayles & Company in Boston. Before that, she spent more than a decade at BlackRock.
Hedge Funds
- Mark Jennings been named the new CEO of Crypto Facilities, a subsidiary of Kraken and an investment firm authorized by the U.K.’s Financial Conduct Authority. Jennings brings almost 20 years of experience in traditional finance, Prior to his current role, he held the position of COO for Kraken’s European Operations; before that, he served as the COO and CFO for quantitative hedge fund manager True Arrow Capital Management, in addition to working at Credit Suisse and Citi.
Wealth Management
- Miracle Mile Advisors, a Los Angeles-based independent registered investment adviser with a national presence, appointed Bruce Milam as its inaugural CEO. Milam will be responsible for supervising the firm’s daily operations and spearheading the development and implementation of the firm’s growth strategy. He brings extensive experience to the position, having worked at Freestone Capital Management, an RIA located in Seattle, for almost a decade after serving as a director at HBK Capital Management for over eight years.
- Encino, Calif.-based boutique wealth management firm Pointwealth Capital Management appointed Edward Suero as a financial advisor. Suero’s role will involve collaborating with Pointwealth President Sandra Cho to expand the firm’s client base, with a particular focus on catering to emerging high-net-worth and HENRY (high earners, not yet rich) clients. With nearly 20 years of experience in banking and financial services, Suero has previously worked as an LPL financial advisor with Logix Financial Services, a senior financial advisor/vice president with UnionBanc Investment Services and a financial solutions advisor with Bank of America Merrill Lynch.
- Axxes Capital named Shane Cunningham as managing director and head of U.S. offshore & LATAM distribution, with responsibilities including overseeing all third-party distributors in the region. Cunningham brings a wealth of experience to Axxes Capital, with a career spanning three decades at Franklin Templeton,. During his tenure there, he reached the position of senior vice president and offshore national sales manager.
Real Estate
- Robert Armstrong, partner and chief operating officer of Slate Asset Management, will assume the role of chief financial officer of Slate Office REIT, replacing Charles Peach, who is resigning from his role as CFO on Aug. 17. Armstrong, who already served as CFO of the REIT from 2015 to 2019, has over two decades of experience in corporate finance, financial reporting, and capital markets in North America and Europe. He served as a partner in the real estate practice of Deloitte in Toronto before joining Slate, in addition to having worked at Brookfield Asset Management. in several positions.
- Brennan Investment Group, a private real estate investment firm focused on U.S. industrial facilities, welcomed Andrew Mazey as its new vice president for the Nashville region. Previously, Mazey held the position of director of real estate development at AI. Neyer in Nashville, where he oversaw the management of more than 4 million square feet of development projects.
