Speakers

Ms. Chibwowa has advised ATI Physical Therapy on its recapitalization, Great Minds on its minority stake sale, Entrada Therapeutics on its IPO, PWNHealth on its sale to Everlywell, Headlands Tech Global Markets on its sale to TD Bank, and Celsee on its sale to BioRad.

Ms. Chibwowa began her career as an Analyst at Goldman Sachs. 

Ms. Chibwowa received a B.S. from Columbia University and an MBA from the University of Pennsylvania’s Wharton School.

Ashlie Tyler is a Senior Associate in the Global Industrials Group at Bank of America. She spends most of her time in the maritime sector, primarily covering Jones Act, containership leasing, and container box leasing companies.

In addition to her investment banking responsibilities, Ashlie plays an integral role in the execution of the firm’s initiative to allocate LP capital to minority fund managers, with nearly $500 million committed to date.

Ashlie is a leader in driving culture at the firm. She serves as a firm captain for BofA’s MBA Diversity Fellowship, a merit-based fellowship awarded to URMs and women in their first year of business school .

Ashlie received her MBA from Duke University’s Fuqua School of Business, where she was fortunate to be named a recipient of BofA’s MBA Diversity Fellowship as well as fellowships from the Forte and Toigo Foundations. In business school, Ashlie served on the University’s Board of Trustees External Engagement Committee, Fuqua’s Gender Equity Working Group, and as an Admissions Fellow.

Before business school, Ashlie served in business development, operations, and human capital-related roles in the education and financial services sectors. She also served on the Board of the Family Defense Center and Associate Board of Chicago Scholars.

Ashlie is a “Double Dukie.” She received her undergraduate degree from Duke, where she became the first in her family to graduate from college. In addition to being a diehard Blue Devil, Ashlie is a lover of Boston sports, loves crafting, prides herself on being a junk food connoisseur, and adores her dog, Sophie.

Franco F. Tapia is a portfolio manager at Capital Group. He has 16 years of investment industry experience and has been with Capital Group for one year. Prior to joining Cpital, Franco worked as a portfolio manager and director of research at BlackRock. Before that, he was a portfolio manager, partner and senior analyst at Pzena Investment Management. He holds an MBA from the Wharton School of the University of Pennsylvania and a bachelor's degree in economics from Harvard College. He also holds the Chartered Financial Analyst® credential. Franco is based in New York.

Patrick Sanchez, CFA, is an associate director on the institutional client services team at Artisan Partners with responsibility for institutional marketing and client service for the firm’s Sustainable Emerging Markets team. He joined Artisan Partners in 2016 as part of the firm’s rotational training program and had the opportunity to work across multiple business areas of the firm over the course of three years. In 2019, Mr. Sanchez spent the last year of the program on the institutional client services team where he was aligned with the Sustainable Emerging Markets team. Mr. Sanchez holds a bachelor’s degree in finance from Marquette University.

Whitney joined Polen Capital Management in 2019. Prior to joining Polen Capital, Whitney was a Senior Analyst at Manulife Asset Management in Boston, where she worked for four years. Before Manulife, she was an Analyst at Fidelity Investments in Boston focusing primarily on small cap companies. Whitney received a B.A. in Economics (magna cum laude) from the College of William & Mary and an M.B.A. from Duke University Fuqua School of Business.

Nina Xu is an investment analyst covering U.S. services and equipment within the health care sector in the U.S. Equity Division. She is a vice president and an Investment Advisory Committee member of the US Small-Cap Core Equity and US Diversified Small-Cap Value Equity Strategies. Nina also is a vice president of T. Rowe Price Investment Management, Inc.  Nina's investment experience began in 2016, and she has been with T. Rowe Price since 2012, beginning in the T. Rowe Price Associates Investment Specialist Group where she provided portfolio analysis, security attribution, and market commentary covering the US Large-Cap Growth Equity Strategy. Nina earned a B.S. in biomedical engineering, with a minor in entrepreneurship and management, from Johns Hopkins University and an M.B.A., with a concentration in finance, from the University of Chicago, Booth School of Business. Nina also has earned the Chartered Financial Analyst® designation.

Dean Ebozue is an investment analyst at T. Rowe Price Investment Management. His coverage includes stocks in the commercial and technology services area within the business services sector. Dean's investment experience began in 2017, and he has been with T. Rowe Price since 2021, beginning in the U.S. Equity Division. Prior to this, Dean was employed by Morgan Stanley as an investment consultant. Dean earned an M.B.A. in investment management from Columbia Business School and a B.S. in finance from Boston College, Carroll School of Management.

Michael Trivino is an associate portfolio manager for the High Yield Institutional separately managed accounts in the Fixed Income Division. He is a vice president of the Institutional Income Funds and the Multi-Sector Account Portfolios and a vice president and member of the Investment Advisory Committees for the Credit Opportunities, Floating Rate, and High Yield Funds. He also is an Investment Advisory Committee member for the Institutional High Yield and Floating Rate Funds and the Floating Rate Multi-Sector Account Portfolio. Michael is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.  Michael’s investment experience began in 2005, and he has been with T. Rowe Price since 2011, beginning in the Fixed Income Division as a high yield credit analyst. Prior to this, Michael was employed by the private-equity groups at Welsh, Carson, Anderson & Stowe in New York and at ABRY Partners, LLC, in Boston as an investment associate. He also was employed by Merrill Lynch as an investment banking analyst and by Deutsche Asset Management as an equity research analyst. Michael earned a B.S., magna cum laude, in finance and international business from Georgetown University and an M.B.A. from Columbia Business School, where he was a Robert Toigo Foundation Fellow. He also has earned the Chartered Financial Analyst® designation.

Mr. Coles is a Founder and Managing Partner of Vanbarton Group. Mr. Coles plays a key role in developing the firm's investment strategy, as well as sourcing acquisition opportunities and overseeing the firm's asset management strategies. He is a member of Vanbarton Group's Management Committee, Investment Committee, Portfolio Strategy and Valuations Committee. Mr. Coles was a National Trustee of The Enterprise Foundation, the nation's leading non-profit provider of affordable housing. In addition, he was a Trustee of The Nature Conservancy. Mr. Coles is an active member of the Pension Real Estate Association (PREA) and the Partnership for New York City. Mr. Coles holds a B.A. from Boston College and a M.B.A. in finance and accounting from the Stern School of Business at New York University.

Ms. Holden joined ShopCore in September 2022 as Executive Vice President and Chief Operating Officer. She has nearly 20 years of experience working with open-air neighborhood and community centers, high street, enclosed malls, and mixed-use assets. Ms. Holden has primary responsibility for all ShopCore assets, including asset management, leasing, development, property management, and marketing.

Previously, Ms. Holden worked at Clarion Partners as an Equity Partner, Managing Director, and Head of Retail Asset Management. During her time at Clarion, she was on the Steering Committee of Clarion’s Women’s Leadership Network and ESG committee, an Advisory Peer Group member to five separate accounts, and a Sponsors for Educational Opportunity (SEO) Mentor.  Prior to joining Clarion in 2014, Lauren was Executive Vice President of Investment Management and Acquisitions at Equity One, which has since merged with Regency Centers. Before joining Equity One in 2008, Ms. Holden was a Senior Portfolio Manager at Kimco Realty. She joined Kimco in 2003 as an Acquisitions Analyst.

Ms. Holden holds a bachelor’s degree from Vanderbilt University. She is an active member of ICSC and ULI and currently serves on the board of directors for WX, Inc., an organization that promotes the advancement of women in commercial real estate.

Stephanie Lessick is a real estate executive with over 20 years of experience in asset management, portfolio management, development, acquisitions, dispositions, and property operations across multi-family, office, and retail asset classes. She currently is a Vice President of Asset Management at AvalonBay Communities, Inc. and oversees the Northeast portfolio. Prior to her current role, Stephanie was a Senior Vice President at Resource REIT and worked at multiple private equity real estate firms in various capacities throughout her career. She holds a Master of Science in Real Estate degree from Johns Hopkins University and a Bachelor of Science in Architecture degree from Temple University.

Jill Popovich is a Senior Managing Director at TIAA (www.tiaa.org), a Fortune 100 financial services organization. TIAA is a leading provider of asset management and retirement services for the academic, research, medical, and cultural fields.

As a Senior Managing Director, Jill is responsible for the teams managing relationships with TIAA’s retirement clients in the Northeast region, serving 189 Institutions and 748,000 participants with over 100 billion in assets under management and administration. These teams develop strategic business plans to execute successfully in support of client needs and business goals.

Jill has been with TIAA since 2000. After her very first client interaction, it became abundantly clear to Jill that she was destined for a career in financial services. Prior to her current role as Senior Managing Director, Jill was the Head of Field Advisory Services. In this role, Jill had the privilege of combining her passion and love of financial planning with her plethora of knowledge and expertise to lead like- minded individuals and develop high performing teams committed to helping others achieve their goal of financial wellness.

Jill holds a Bachelor of Arts degree in Psychology with a minor in Business from Villanova University. She holds FINRA Series 7, 24 and 66 registrations while maintaining Life, Health and Variable Annuity licenses from the States of CT, DE, MA, ME, NJ, NY, PA and WV. Additionally, Jill is the Co-Executive Sponsor of Alliance BRG (LGBT) and a proud member of Chief, an organization that unites powerful executive women leaders across industries and is steadfast in leadership development and networking.

Ray Bellucci is the senior TIAA leader in our Dallas office and his roots are founded in the mailroom; having grown with the company to Executive Vice President and Institutional Retirement General Manager. He’s served TIAA in client relationships, operations, product management and technology leadership roles working in our four major hubs over his career.

Joining TIAA in 1983, Ray is responsible for leading the design, development and execution of TIAA’s retirement strategy across our 15,000 clients; representing over $700 billion in assets under management and administration. He was formerly responsible for leading client relationships for all individual and institutional clients across the Western Region. Prior to leading client relationships, he led business and technology divisions in the design & delivery of TIAA’s recordkeeping services and capabilities to institutional and individual clients. This included ownership of all plan sponsor related processes, design, development, installation and recordkeeping of all new products and services for institutional clients. He was also responsible for managing and modernizing all new business and client transitions, contracts, plan administration, ERISA reporting, audit and regulatory support.

Over the years, he has grown and developed in leadership positions in clientfacing, operations and product management capacities. As a founding director of the Personal Consulting Group, he built the operating model and led the teams focused on relationship management for high net-worth clients.

Ray has also served as Vice President and Head of Strategy, Oversight & Integration for Individual Products, working across the broader organization with P&L responsibility to rebuild and position our IRA product line, expand our brokerage capabilities and built our managed account products. He was also responsible for alignment of Individual Products with the overall firm strategy, implementing a formal product development process for Individual Client Services, leveraging best practices across the organization to optimize and improve operational controls throughout these business lines.

Nelson joined GTCR as a Vice President in 2019. Previously, he worked as an Associate at Bain Capital and as an Associate at the Boston Consulting Group. Nelson holds an MBA from Stanford University and a BA summa cum laude in political science from the University of Pennsylvania.

Nelson is currently a Director of EaglePicher, Jet Support Services Inc. and Simpli.fi.

Nelson joined GTCR as a Vice President in 2019. Previously, he worked as an Associate at Bain Capital and as an Associate at the Boston Consulting Group. Nelson holds an MBA from Stanford University and a BA summa cum laude in political science from the University of Pennsylvania.

Nelson is currently a Director of EaglePicher, Jet Support Services Inc. and Simpli.fi.

• Jerrod Hill is a member of the Audible team, an Amazon subsidiary, based in NYC, where he focuses on investing in strategic, early-stage startups and supporting Audible portfolio companies. Prior to Audible, Jerrod spent four years at Amazon Web Services, where he worked on the Venture Capital BD team. Prior to Amazon, Jerrod worked in startup investing, management consulting, and education. He worked at two accelerators, including DreamIt Philadelphia and Techstars NYC as well as worked at two investment funds, including Bowery Capital and Wharton Impact Investing Partners. During this period, Jerrod also worked in management consulting at the Boston Consulting Group in NYC, where he focused on strategy and people and organization projects for financial institutions. He started his career as a science teacher with Teach for America, where he taught chemistry, physics, and physical science in Atlanta Public Schools. He has a B.S. in Mechanical Engineering from The Ohio State University, a M.A. in Secondary Teaching from Georgia State University, and a MBA from the Wharton School at the University of Pennsylvania.