14th Private Equity New York Forum

James D. Carey is Co-Chief Executive Officer of Stone Point Capital and a member of the Investment Committee of the funds managed by Stone Point Capital and Stone Point Credit. He joined Stone Point in 1997 from Merrill Lynch & Co., where he was a member of the Financial Institutions Investment Banking Group. Prior to joining Merrill Lynch & Co., Jim was a corporate attorney with Kelley Drye & Warren LLP. Jim serves as director of several Stone Point portfolio companies, including Kroll Inc., IEQ Capital, Alliant Holdings and Sedgwick. Jim holds a B.S. from Boston College, a J.D. from Boston College Law School and an M.B.A. from the Duke University.

Vice President Quayle is Chairman of Cerberus Global Investments and a member of the Firm’s senior leadership team. Prior to joining Cerberus in 1999, he served as the 44th Vice President of the United States of America to President George H. W. Bush from 1989 through 1993. In 1976, Vice President Quayle was elected to the U.S. House of Representatives and re-elected in 1978. In 1980, he was elected to the U.S. Senate and was the youngest Senator from Indiana. He was re-elected to the U.S. Senate in 1986. Following his vice presidency, Vice President Quayle authored three books, including Standing Firm: A Vice-Presidential Memoir, which was on The New York Times’ Best Seller List. He was a distinguished visiting professor at Arizona State University’s Thunderbird School of Global Management for two years. He was also active for many years on the lecture circuit in the United States and internationally.

David Schnadig the Co-President of Cortec Group, where he leads all operating aspects of the firm. He serves (or has served) as the Chair of the Boards of many of Cortec’s portfolio companies, including YETI, Groundworks, Little Sleepies, Weiman Products, Barcodes and Enthusiast Auto Holdings. Mr. Schnadig has worked at Cortec Group since 1995 in roles of steadily increasing responsibility. Prior to Cortec Group he was Assistant to the Chairman of SunAmerica Inc., where he co-led merger and acquisition activities, and built and managed a $350 million alternative asset investment portfolio. Prior to SunAmerica, David spent four years at Lehman Brothers in mergers and acquisitions and corporate finance. Mr. Schnadig graduated Phi Beta Kappa with Honors in Economics from Trinity College and received a MBA from the Kellogg School of Management at Northwestern University.

Reynir Indahl is the Managing Partner of Summa Equity, a Nordic private equity fund he founded in 2016, with over EUR 4bn raised to date. Summa Equity was the first sustainability aligned private equity firm in Europe and its Fund III (2022) of EUR 2.3bn is the leading Article 9 impact buyout fund in Europe. Summa Equity’s investment focus is Circularity, Sustainable Food, Energy Transition and Tech-enabled Resilience. Previously, Reynir was Partner with Altor Equity Partners where he joined at inception in 2003. Before this, he was CEO of Ignis Photonyx, Investment Director with Kistefos Venture Capital, and Engagement Manager with McKinsey & Company. Reynir graduated Baker Scholar from the MBA Program at Harvard Business School; has a B.S. in Economics (Summa Cum Laude) from the Wharton School of University of Pennsylvania; and he is a Second Lieutenant from the Norwegian Defence School of Intelligence and Security.

Mr. Scavazza is a Managing Partner and Chief Executive Officer & Chief Investments Officer of Private Equity for Latam strategies. Mr. Scavazza is primarily responsible for the conduction of all Latam Private Equity strategy at Patria. Before taking over as CEO & CIO for Private Equity Latam, Mr. Scavazza served as the Head of Private Equity Strategy in Brazil. Mr. Scavazza joined Patrimônio in 1999, became a partner in 2005 and has worked on several new investments and acquisitions for the portfolio companies of Private Equity Funds I, II, III, IV and V. In addition, Mr. Scavazza worked as Chief Executive Officer at Anhanguera between 2009 and 2013, Mr. Scavaz-za was also Chief Financial Officer at DASA, in 2001, and at Anhanguera from 2003 to 2006. Mr. Scavazza holds a bachelor’s degree in Business Administration from Fundação Getulio Vargas (FGV) and an MBA from Kellogg Scholl of Management, Northwestern University.

Simon Bachleda is a Founder and Managing Partner at Revelstoke Capital Partners, a Denver-based private equity firm focused on building industry-leading companies in the healthcare and related health and wellness sectors. Simon is responsible for firm management, fundraising, investment professional development, and execution and leadership of Revelstoke’s investment and value creation processes. Prior to Revelstoke, Simon served as a Managing Director at Eos Partners and as an investment professional at KRG Capital Partners. He began his career as an investment banker in the mergers and acquisitions group of Credit Suisse First Boston. Simon is on the advisory board of the Burridge Center for Finance at the University of Colorado at Boulder and is a Board Member of the United States Ski and Snowboard Foundation. Simon received his M.B.A. from Harvard Business School and B.S. from the University of Colorado at Boulder. 

As Chief Investment Officer and Deputy Comptroller for Asset Management, Steven Meier, oversees the five pension systems that compose the New York City retirement systems.

Mr. Meier brings over 40 years of experience in both the public and private sectors, previously serving as Assistant Treasurer and Interim Chief Investment Officer for the Connecticut Office of the State Treasurer Shawn T. Wooden, overseeing the investments of Connecticut’s $40 billion public pension system and its ESG initiatives. Before joining the Connecticut state treasurer’s office, Meier spent more than a decade at State Street Global Advisors, where he rose to Executive Vice President and Chief Investment Officer for Global Fixed Income, Currency, and Cash Management, overseeing over $900 billion in assets.

Prior to his time at State Street, he worked at Credit Suisse as Director, Global Head of Fixed Income & Money Market Electronic Trading and Senior Trader in the Global Financing Group at Credit Suisse. His experience also includes roles at Oppenheimer Capital, Merrill Lynch Capital Markets, and Irving Trust Company.

Meier is a CFA Charter Holder and certified Financial Risk Manager. He holds an MBA from Indiana University’s Kelly School of Business and a BBA from Hofstra University’s Zarb School of Business.

Mr. Reeder joined ECP in 2006 and serves as its President and Managing Partner. He is involved in all areas of the Firm’s investment activities, with a particular emphasis on power generation and environmental infrastructure, and is Chair of ECP’s Management Committee, and is also a member of ECP’s Investment, Valuation, Risk, and ESG Committees.

Mr. Reeder led the take-private acquisition of Calpine Corporation and currently serves on the boards of Calpine Corporation, Liberty Tire, Gopher Resource and Restaurant Technologies. Previously, he served on the board of Terra-Gen, LLC and Convergent. Prior to realization, he served on the boards of Heartland Generation, Wheelabrator Technologies Inc., ADA Carbon Solutions, LLC, EnergySolutions, Inc., Dynegy Inc., EquiPower Resources Corp., Broad River Power Holdings, LLC, CE2 Carbon Capital, LLC, and Empire Gen Holdings, Inc.

Prior to joining ECP, Mr. Reeder spent his career in the power generation sector, serving in operating and management roles with two power generation companies. He was a Vice President of Texas Genco, LLC, from 2002 to 2006, where he was head of the asset optimization desk. Prior to that, Mr. Reeder spent two years as an advisor to the consortium of private equity firms that acquired Texas Genco, LLC, in the evaluation of potential power generation acquisition opportunities. From 1998 to 2002, Mr. Reeder was a Director for Energy Markets and a Finance Manager at Orion Power Holdings, Inc. From 1996 to 1998, Mr. Reeder worked at Goldman Sachs.

Mr. Reeder received a B.A. in Economics from Colgate University. Outside of ECP, Mr. Reeder serves on the board of Change Summer, an organization that provides enriching summer opportunities for low-income students.  

Arta Tabaee is a Partner and Managing Director at Clearlake Capital Group, an investment firm with >$90 billion in assets under management focused on private equity, credit, and special situations in the technology, industrials, and consumer sectors. Prior to joining Clearlake in 2010, Arta was an investment professional at H.I.G. Capital and TPG Capital. He began his career as a member of the Mergers & Acquisitions Group at Morgan Stanley. Arta currently serves on the Board of Directors of BakeMark, Concert Golf Partners, FullBeauty Brands, Intertape Polymer Group, MRP Solutions, Pretium Packaging, and the Wellness Pet Company, and serves on the National Board of Directors of The Posse Foundation. Arta graduated Magna Cum Laude and Phi Beta Kappa with a B.S. in Economics and a minor in Spanish from Duke University, and he received his M.B.A. from Harvard Business School, where he was a Baker Scholar.

Jeffrey (“Jeff”) Bloom is a Partner on the Secondary team primarily focused on the origination, evaluation, and execution of continuation vehicle transactions. Prior to transitioning to Lexington’s dedicated continuation vehicle team in 2024, Jeff spent 14 years on the secondary team focused on partnership and GP-led transactions. He is also a member of Lexington’s ESG Steering Committee. Jeff joined Lexington as an associate in 2010 from Credit Suisse, where he was an analyst in investment banking. He graduated from the University of Michigan, Ross School of Business with a BBA in Finance and Accounting.

Ben Wanamaker is an Operating Partner at General Atlantic and focuses on investments in the firm’s healthcare sector. Before joining General Atlantic in 2023, Ben held senior strategic and operating executive roles in a variety of healthcare industry settings, including value-based care, digital health, and pharmacy and health service care delivery at companies including Humana, CVS / Aetna, and Walmart. He also previously led the healthcare arm of the Clayton Christensen Institute for Disruptive Innovation. Education Brigham Young University, B.S., Finance Harvard Business School, M.B.A.