Private Equity Boston Forum

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The Private Equity Boston Forum is the premier New England event designed to enhance financial and investment practices while fostering collaboration within the private equity community.  

Join us at the Private Equity Boston Event for expert-led panels on key industry topics. Gain insights into developing tailored exit strategies based on market conditions, mastering competitive deal sourcing, and optimizing GP-led transactions and continuation funds.  

Learn from top professionals how to maximize value, address risks, and enhance liquidity solutions.  

Don’t miss out—sign up now to secure your spot and connect with industry leaders.

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OUR SPEAKERS

Keynote Speakers

Scott Sperling

Scott Sperling

Thomas H. Lee Partners

Co-Chief Executive Officer

Joined Thomas H. Lee Partners in 1994. Mr. Sperling is Co-Chief Executive Officer and a Co-Chair of the firm’s Management committee of Thomas H. Lee Partners. Mr. Sperling's current and prior directorships include Thermo Fisher Scientific Corp., Agiliti, the Madison Square Garden Company, Experian, Warner Music Group, Houghton Mifflin Co., Fisher Scientific, Univision Communications, Inc., iHeartMedia, Inc., Front Line Management, The Learning Company, PriCellular Corp., ProcureNet, ProSiebenSat.1, Wyndham Hotels, Federal Street Acquisition Corp., and several other private companies. Prior to joining Thomas H. Lee Partners, Mr. Sperling was, for more than a decade, managing partner of the affiliate of Harvard Management Company that managed all alternative asset classes for Harvard University’s endowment fund. Before that he was a Senior Consultant with the Boston Consulting Group. Mr. Sperling is involved with a number of charitable and non-profit organizations. He is Chairman of Mass General Brigham, the Parent of the Harvard teaching hospitals, Massachusetts General Hospital and Brigham & Women's Hospital as well as a number of leading specialty and community hospitals and physicians practice groups.  He is Chairman Emeritus of the CitiCenter for Performing Arts and Wang Theater. He is also a member of each of the Harvard Business School Board of Dean’s Advisors, the Harvard University Committee on University Resources and the Harvard Business School's Rock Center for Entrepreneurship. He holds an M.B.A. from Harvard Business School and a B.S. from Purdue University. He is married with four children.

Joelle Marquis

Joelle Marquis

Arsenal Capital Partners

President

Joelle Marquis is a visionary leader, entrepreneur, and advocate for purpose-driven success. As President of Arsenal Capital Partners, she has redefined human capital leadership in private equity, integrating industry, scientific, and technical expertise to drive transformational growth. Holding a Master of Science from American International College and a Bachelor of Science from Western New England College, Joelle combines strategic insight with a deep commitment to building businesses and communities that create lasting impact. Beyond private equity, she is a mentor, speaker, investor, and multi-passionate business owner who challenges conventional leadership—empowering others to lead with authenticity, intention, and purpose to create meaningful, lasting legacies.

Charles Cherington

Charles Cherington

Ara Partners

Co-Founder and Managing Partner

Charles Cherington co-founded Ara in 2017, co-heads the firm alongside Troy Thacker, and is a member of the firm’s Investment Committee. He has more than 30 years of private equity experience in the industrial, energy and chemical industries in which he has executed well over 50 transactions. Prior to co-founding Ara, Charles founded Intervale Capital in 2006 after successfully managing two smaller private equity firms focused on industrial buyouts. Charles previously worked for Lochridge & Company, a strategy consulting firm. Prior to that, Charles worked for the Vietnam Fund in Hanoi and Saigon. After graduating from business school, Charles’ first job was with Credit Suisse, in municipal finance.

C.J. Brucato

C.J. Brucato

Abry Partners

Chief Executive Officer

C.J. Brucato is the CEO of Abry Partners, one of the most experienced and successful sector-focused private equity firms investing in the middle market. C.J. joined Abry in 1996, when the firm was in its formative years, managing less than $500 million of AUM with a five-person investment team and a singular middle-market buyout strategy (Flagship). Today, he is responsible for overseeing a firm that has grown to manage over $16 billion of AUM with four active investment strategies. C.J. began his career in finance in 1995 as an investment banker specializing in media and communications. He holds a Bachelor of Science in Engineering (B.S.E.) in Civil Engineering and Operations Research from Princeton University.

Speakers

Robert Campbell

Robert Campbell

KKR

Managing Director—Credit

Robert (Bobby) Campbell (New York) joined KKR in 2019 and is a Managing Director on the KKR Credit team, focused on providing principal investment and capital market solutions for financial sponsors and corporate clients across the capital structure. He currently Co-Heads the Private Credit and Capital Markets Sponsor Origination Team. Prior to joining KKR, Mr. Campbell was at Goldman Sachs where he was most recently a senior member of the financial and strategic investor group. Prior to that role he was a member of the leveraged finance team, also at Goldman Sachs, specializing in Technology, Media and Telecom. Mr. Campbell holds a B.A., magna cum laude, from Vanderbilt University with a double major in Economics and Political Science.

Angela Jhanji

Angela Jhanji

EQT

Managing Director-Sustainability

Angela joined EQT Partners in 2022 to lead Sustainability Integration for EQT's Private Capital business line. Her role is to drive sustainability value creation through the investment lifecycle by supporting sustainability due diligence and integrating sustainability into portfolio companies’ full potential plans. Angela serves as a member of the UN PRI's Private Equity Advisory Committee (PEAC) and brings over a decade and a half as an operator helping companies realize sustainability value creation through growth and efficiency levers at Accenture Strategy and Grant Thornton. She has worked with public and private companies across healthcare, software, technology, professional services and consumer goods in both the UK and United States. Angela has also worked international bodies such as the World Economic Forum, World Bank and United Nations to drive the sustainability agenda at the intergovernmental level. Angela earned an MPA from Columbia University’s School of International and Public Affairs and teaches Sustainability Value Creation in Private Markets at Columbia Climate School and NYU Stern.

Keirsten Lawton

Keirsten Lawton

Cambridge Associates

Managing Director, Co-Head US Private Equity Research

Keirsten Lawton is Co-Head of North American Private Equity Research and a Partner at Cambridge Associates. Keirsten co-leads the firm’s US Private Equity Research team, which performs due diligence on investment opportunities in private equity and distressed markets. Her responsibilities include identifying, diligencing, and monitoring investment firms and their portfolio companies. Additionally, Keirsten is responsible for analyzing market conditions, tracking the industry, and speaks on these topics at industry conferences. Keirsten and her team advise the firm’s investment directors on manager and fund selection within the North American private equity universe. Keirsten is a member of the Private Growth Research Committee and Credit Committee at CA. Before joining Cambridge Associates in 2008, Keirsten was an investment banker with Lehman Brothers’ Technology Group in Menlo Park, California and Communications and Media Group in New York. Previously, she worked at Shott Capital Management, an investment management firm focused on emerging small capitalization technology and healthcare companies and private equity fund investing. She also was an analyst with the then $27 billion Massachusetts Pension Reserves Investment Management Board. She began her career at Dartmouth College where she helped manage the endowment and was a member of the Council on Investor Responsibility.

Keirsten received her MBA from Massachusetts Institute of Technology and a BA in Economics from Dartmouth College. She is also a CFA® charterholder.

Robert Esposito

Robert Esposito

Apollo Global Management

Head of ESG

Rob Esposito is a Managing Director and Senior Counsel. He joined Apollo in 2020 in the Legal Department. Prior to that, Mr. Esposito was an associate in the Private Funds Group at Paul, Weiss, Rifkind, Wharton & Garrison LLP. Prior to that, Mr. Esposito was an M&A and private funds associate in the New York offices of two international law firms. Mr. Esposito previously served as a Jacobson Fellow in Law and Business at New York University Law School, and as a professional lecturer in law on the adjunct faculty at The George Washington University Law School. Mr. Esposito received his B.A. from Dartmouth College, his J.D. from Wake Forest University School of Law, and his. LL.M., with highest honors, in International and Comparative Law from The George Washington University Law School.

Adam Freedman

Adam Freedman

HarbourVest Partners

Chief Compliance Officer

Adam Freedman joined HarbourVest in 2022 as Chief Compliance Officer and oversees all aspects of the Firm’s global compliance functions. Adam has more than 15 years of in-house legal and compliance experience. Prior to joining the Firm, Adam was the CCO and Associate General Counsel at Angelo, Gordon & Co, L.P. His prior experience also includes being an Executive Director in the Legal and Compliance division at Morgan Stanley. Adam received his BA from Yale, his law degree from Oxford, and his Master’s in Law from the University of Chicago.

Samantha Gordon Webb

Samantha Gordon Webb

Revelstoke Capital Partners

Partner

Mrs. Gordon Webb joined Revelstoke Capital Partners in 2019 to start and lead the firm's value creation team called Portfolio Transformation Group. Today, PTG is 15 people across Strategy, Operations, Talent, CFO Services, Technology, Procurement, HR and Responsible Investment. Prior to Revelstoke, Mrs. Gordon Webb was a Principal at Boston Consulting Group, and was part of BCG's Payer, Provider and Services group, where she advised for-profit, regional and academic medical centers on strategic, operational and M&A issues. Prior to BCG, Mrs. Gordon Webb was an Associate in Credit Suisse's Healthcare Investment Banking team, and started her career as a Consultant at Booz & Company. Mrs. Gordon Webb graduated from Northwestern University and holds an MBA from Columbia Business School.

Alissa Bonneau

Alissa Bonneau

Centerbridge Partners

Managing Director, Portfolio Operations

Alissa joined Centerbridge in 2021 and focuses on the Firm’s portfolio operating effort.  Prior to joining Centerbridge, Alissa worked at KKR Capstone, the portfolio operations arm of KKR & Co.  Alissa began her career at Bain & Company, where she advised corporate and private equity clients across various industries and functions. Education Stanford University, B.A., with honors Stanford University Graduate School of Business, M.B.A., Arjay Miller Scholar

Amyn Hassanally

Amyn Hassanally

Pantheon

Partner & Global Head of Private Equity Secondaries

Amyn is a Partner and Global Head of Private Equity Secondaries. Prior to joining Pantheon Amyn was an Investment Partner at Coller Capital, where he worked for 17 years in both London and New York and was formerly the global Co-Head of Investment Execution. Prior to joining Coller, he practiced corporate law, focusing on private equity transactions and fund structuring. Amyn holds a bachelor’s degree in Politics from Brandeis University and a JD in Law from the Duke University School of Law.

Vikram Mahidhar

Vikram Mahidhar

Apollo

Operating Partner

Vikram Mahidhar is a Private Equity Operating Partner for Apollo Global Management, Inc., where he leads Digital, Data and AI.  He and his team are responsible for creating value through digital transformation across the portfolio including products, platforms, front and mid-office processes, data and analytics modernization, cloud modernization and AI strategy/implementation. Vikram is a board director at Cengage, Rackspace and 25Madision Evolve – an AI incubator. Recently, Vikram has been recognized by Data IQ as 2023 Top 100 Most Influential Leaders in Data.  He has also received the AI 100 Award by MachineCon. He is currently an Entrepreneur-in-Residence at UMASS Amherst, College of Computer Science. He holds graduate degrees from Massachusetts Institute of Technology, Boston University, and undergraduate degree in engineering from University of Pune.

Julia Frenette

Julia Frenette

Silversmith Capital Partners

Operating Partner, Talent

Julia joined Silversmith Capital Partners in 2023 as Operating Partner, Talent. At Silversmith, Julia collaborates closely with entrepreneurs and leaders across the firm’s portfolio to identify and recruit senior executives and board members and provide strategic support for the portfolio’s broader talent needs. As a seasoned talent executive, Julia brings extensive experience helping organizations accelerate their growth with high-impact executive talent. Most recently, she served as Senior Director, Executive Recruiting at Salesforce. In this role, Julia worked closely with the Salesforce executive team to identify, recruit and develop top talent for Salesforce as well as acquired companies Slack, Tableau and MuleSoft. Prior to Salesforce, Julia served in a leadership role at Heidrick & Struggles in Boston. As a member of the firm’s Global Technology & Services Practice, she focused on executing searches on behalf of various technology companies. Julia lives with her husband and their three young daughters in the Boston area. She enjoys spending her free time with her family.

Yash Gupta

Yash Gupta

Morgan Stanley

Partner

Yash is a Partner and Investment Committee member for the Morgan Stanley Secondaries team. He has 12 years of industry experience. Prior to his current role, Yash was the first analyst to join the MS Private Equity Secondaries team to focus on GP-Led continuation vehicles. Prior to joining the firm, Yash worked at Credit Suisse and Boston Consulting Group. Yash received a B.Sc. in economics from the London School of Economics and a M.Sc. in financial economics from the University of Oxford. He holds the Chartered Financial Analyst designation.

George Cole

George Cole

The Riverside Company

Managing Partner

Together with Jeffrey Gordon, George Cole leads the Riverside Strategic Capital Fund team in the underwriting, due diligence and structuring of portfolio company investments, as well as the development of the strategic direction of the fund. Prior to Riverside, Mr. Cole was a Co-Manager of the Structured Capital Funds at Veronis Suhler Stevenson. His earlier career includes investment experience as a Managing Director of First Union Securities and as an Assistant Vice President for Bank of the Southwest. He holds a BA from the University of Texas and an MBA from the University of Houston.

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Key Discussion Topics

The Future of U.S. Private Equity: Opportunities and Challenges

This panel will delve into the evolving U.S. private equity market, highlighting key trends, opportunities, and challenges. Experts will discuss the factors influencing investment decisions, such as economic conditions, sector performance, and regulatory changes. Panelists will also explore strategies for sourcing deals, evaluating investments, and managing portfolios in a dynamic market.

Private Equity Healthcare Investments in 2025

As we look to 2026, healthcare continues to emerge as a resilient sector amidst economic uncertainty and inflationary pressures. This discussion explores the evolving landscape of private equity in healthcare, highlighting opportunities across key subsectors like biopharma, medtech, diagnostics, and healthcare IT. Industry experts will analyze which are as promise the highest returns and share insights into the challenges and trends shaping healthcare investments in the coming year.

Navigating Expectations in ESG and Impact Investing

With ESG now a priority in private equity, firms are integrating it into due diligence and strategy. This session explores how GPs are addressing LP demands, driving meaningful change, and delivering strong financial returns. Experts will discuss the evolving relationship between sustainability practices and performance, offering actionable insights for navigating growing ESG expectations.

Unlocking Value in Secondaries and Co-Investments

In 2025, private equity investors are increasingly leveraging secondaries, co-investments, continuation funds, and funds of funds to optimize returns. Experts will explore the unique advantages these strategies offer over traditional manager selection in today’s market landscape.

Registration

INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.

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