CJ graduated from the University of Utah with a B.S. Prior to Veritas, Bruce was a Senior Associate at Ubiquiti, where he primarily focused on developing and leading the company's go-to-marketstrategy for their direct-to-consumer eCommerce platform. Prior to Veritas, T.J. was a Partner at Abry Partners, a Boston-based private equity investment firm. Alex holds a B.A.,magna cum laude,in Economics and Spanish from Middlebury College. Elton holds a B.S. Prior to joining Ziegler, Kate served as a Senior Associate at Lumere. Prior to Viking, she spent 9 years at Centerbridge Partners as the director of human resources and administration. Julius started his career at Greywolf Capital, where he handled the firms bank debt and CDS trading operations. Prior to PointState, he worked at Duquesne Capital Management where he focused on investments in the financial and business services industries. Previously, he was an investment banking Analyst at J.P. Morgan. We are always interested in conversations to learn what others are doing in healthcare and to explore partnership opportunities. Evan holds a B.S., cum laude, in Applied Economics and Management from Cornell University and an M.B.A. from the Wharton School at the University of Pennsylvania. Prior to joining Peterson Partners, Krista worked as a Customer Service Associate at Zeel. Under no circumstances will Faith Driven Movements (or their respective trustees, directors, officers, employees, or agents) be liable for the accuracy, quality or reliability of any of the presentations or Materials, any defamatory, offensive, or illegal conduct of presenters, or any direct, indirect, incidental, special or consequential damages arising from any presentations or Materials. Spencer received an MBA and a B.S. The firm operates profitable, operationally efficient, Kingdom Class companies that radically impact the lives of those they serve. Joel served as Chairman of the Board of Overseers at the Hoover Institution at Stanford from 2016 to 2019. Preston is a Principal at Peterson Partners. Nathan is an Associate at Peterson Partners. NeuroPsychiatric Hospitals provides care for patients with acute psychiatric disorders along with complex neurological and/or medical comorbidities. in Management Science & Engineering from Stanford University and an M.B.A. from Harvard Business School. Steve holds a B.S. Previously, he worked at Hutchin Hill Capital as an Operations Specialist where he provided operational support to the firms multiple credit funds. ADG is focused on helping Christian business owners transition out of their business without losing their kingdom impact. Buddy holds aB.A., with High Honors,from Hobart College and a J.D. Interest paid to investors since 1959. Founded by two brothers in 1985, Blackstone has ballooned to become the largest private equity firm in the world. Prior to Veritas, Julia was a Vice President on the corporate controllers team at Goldman Sachs, where she focused on revenue reporting for the private wealth management division. Dejan holds a B.S., summa cum laude, in Economics from Duke University. Max began his career with The Royal Bank of Scotland in the International Banking division. Prior to joining Peterson Partners, Brett was the CEO of Marucci Sports, a sporting goods brand and manufacturer. Bryant holds a B.S. in Psychology with a minor in Business Administration from Marymount Manhattan College. Curtis has served on 35 public and private boards. in Economics with concentrations in Finance and Accounting from The Wharton School at the University of Pennsylvania. There, he focused on structuring and executing mergers and acquisitions as well as debt and equity capital offerings. Prior to Veritas, Steve served as the Chairman, President, and CEO of Alion Science & Technology, which he joined in 2017. All rights reserved. Additionally, Sarah has 6 years ofexperience as the formeroffice manager at two private equity firms. Do holds a B.S. Consulting in Los Angeles. in Operations Research and Financial Engineering from Princeton University and an M.B.A. from The Wharton School at the University of Pennsylvania. degrees in Economics and Asian Studies from Cornell University and an M.B.A. from The Wharton School at the University of Pennsylvania. Prior to Veritas, Greg worked as an investment banking Analyst and Associate at Bank of America Merrill Lynch in the Financial Institutions Group. Jordan graduated from Brigham Young University with a B.S. Teresa holds an A.B. There, he focused on structuring and executing leveraged buyouts, mergers, and acquisitions as well as equity capital offerings across a variety of industries. Preston graduated from Brigham Young University with a B.S. Nicole holds an B.A., summa cum laude, from the University of Pennsylvania, and an M.B.A., with distinction, from the Stern School of Business at New York University. Brett is a Partner at Peterson Partners. Mr. Musallam holds a B.A., cum laude, in Mathematical Economics from Colgate University and an M.B.A., with High Honors, from the University of Chicago Booth School of Business. Max received an MBA from the Stanford Graduate School of Business and a B.S. Bruce holds a B.S. Mr. Ashiru holds a B.A., (magna cum laude) from Franklin & Marshall College, and a J.D. Previously, Mark was a credit Analyst at Citigroup after spending four years in management and technology consulting. Prior to Veritas, Sean was the Controller at Clearwater Capital Partners, where he was responsible for accounting, financial and regulatory reporting. Previously, heworked at Swiss Re Group as a Controller in its private equity division after working as an Audit Manager atGoldstein Golub & Kessler's financial services audit group. Enrico is a Senior Associate at Peterson Partners. in Commerce from the University of Virginia. Andrew graduated magna cum laude from the University of Utah with a B.S. from The Fletcher School at Tufts University. Aliceholds a B.S., summa cum laude,in Finance from New York University and an M.B.A., with Distinction, from Harvard Business School. It invests in many types of private equity companies, including Master-Limited Partnerships and other firms involved in private equity. Prior to Veritas, Andrew was an investment banking Analyst at J.P. Morgan in the Healthcare Group. in Accounting from The City University of New York. Prior to WCAS, he worked at Warburg Pincus in the LBO/Special Situations group where he focused primarily on investments in the industrials sector. Morbi leo risus, porta ac consectetur ac, vestibulum at eros. Our sector focus and deep expertise are our competitive discriminators and allow us to identify and execute on multiple strategic levers that drive the performance of our investments. Jonathan holds a BBA, with distinction, from the University of Michigan. Previously, shewas an investment banking Analyst at Morgan Stanley in the Financial Institutions Group. Prior to joining Veritas, John was an Associate in the Investment Funds group of Latham & Watkins LLP. Private Equity Firms play an important role in the startup ecosystem. She is also aCertified Public Accountant. Joel holds a B.S. Prior to joining Peterson Partners, Holly was an Executive Assistant at Andina Capital Management. Garden City invests long-term, permanent capital with no intention of selling. The iShares Listed Private Equity UCITS ETF (IPRV) is a fund that invests in private equity companies across the developed world. Previously, Dejan was an Associate at Veritas after beginning his career as an investment banking Analyst at UBS in the Mergers & Acquisitions Group. Prior to Veritas, Michael was an Intern Project Manager for a non-profit called Resilient Utilities Now. As a strategic investor with an in-depth, focused knowledge and understanding of government-influenced markets and customers and related policy and regulatory Prior to Veritas, Ashton was an Associate at Warburg Pincus, where he focused on investments in business services, industrials, and technology. Prior to KKR, hewas a Senior Associate at PwC. from Harvard University and an M.B.A. from the University of Chicago Booth School of Business. Marc is a Senior Partner at Peterson Partners. For additional information concerning Veritas Capital, please review Veritas Capital Fund Management, L.L.C.s Form ADV Part 1 and Part 2A. in Economics and B.S. Prior to Veritas, Richard was an investment professional at Reef Road Capital where he was responsible for managing a variety of special situation credit investments. Eric Noble Chief Financial Officer & Chief Compliance Officer, Eric Noble Chief Financial Officer & Chief Compliance Officer. We seek to create value by strategically transforming the companies we acquire. Ilana received an MBA from the Stanford Graduate School of Business and a B.A. Prior to Veritas, Hugh was a Partner and member of the Investment Committee at Falconhead Capital, a middle-market private equity firm. Michelle holds a B.S. Previously, she worked at Ernst & Young as an Acting Manager in the Financial Services Assurance practice. There, he focused on structuring and executing leveraged buyouts, mergers and acquisitions as well as other debt financings. in Economics from the University of Chicago. Jonathan holds a B.S. Sean graduated from Utah Valley University with a B.S in Technology Management. Cephas was originally formed to assist affiliates of the Blackstone Group in managing complex assets in three different continents. At PwC, Spencer provided advisory services to large private equity and corporate clients on buy-side and sell-side transactions in the consumer, healthcare, business services, and industrial sectors. Ibu holds a B.S., cum laude, in Finance from Georgetown University and an M.B.A. from Harvard Business School. Soraida holds a B.A. Trent is an Analyst at Peterson Partners. Previously, he was the Chief Technology Officer at Satmetrix, a leading customer experience management software, services, and data company. Prior to joining Peterson Partners, Preston was a Senior Associate at Freeman Spogli, a consumer and distribution focused private equity firm. Previously, he was as an Associate at Veritas after beginning his career as an Analyst at Bank of America in theHealthcare Investment Banking Group. Individual companies and organizations are the core of Christian impact investing. Eric is the Chief Financial Officer and Chief Compliance Officer at Peterson Partners. Prior to Veritas, Nicole was a Director at Alvarez & Marsal Corporate Performance Improvement, where she focused on operational efficiencies and process improvements within mergers and acquisitions and financial services. Max is a Partner at Peterson Partners. in Information Systems from The City University of New York. Lewis is an Analyst at Peterson Partners. degrees in Electrical Engineering and Management from the Massachusetts Institute of Technology and an M.B.A. from Harvard Business School. Prior to Veritas, Evelyn was a Senior Managing Director at Ankura Consulting Group (Ankura) where she focused on the execution of company carve outs and integrations. Prior to joining Peterson Partners, Spencer was a Manager in the Transaction Services group of PricewaterhouseCoopers in New York City. The Company serves patients from its 25+ locations in 8 states. Carolyn is a Talent Partner at Peterson Partners and Peterson Ventures. Previously, Ibu was an Associate at Emerging Capital Partners, where he focused on investments in the consumer, financial services, and education sectors. Erica holds a B.S. KKR is a global investment firm that manages multiple alternative asset classes, including private equity, energy, infrastructure, real estate, credit, and, through its strategic partners, hedge funds. Prior to Veritas, Matt was an investment banking Analyst at J.P. Morgan in the Healthcare Group. Prior to Blue Matador, Taylor worked in partnership and sales strategy roles at Google and marketing and finance roles at American Express. Before Equity Pacific Partners, Brett was an Associate at Goldman Sachs & Co. in New York and Los Angeles. from Columbia Law School, where she was a Harlan Fiske Stone Scholar. degree in Finance. Prior to Veritas, Carolyn was an investment banking Analyst at Bank of America Securities in the M&A Group. WebLeavitt Equity Partners (LEP) is a value-add, healthcare focused private equity firm. with distinction in Engineering Sciences Electrical from Yale University and an M.B.A. from Harvard Business School where he was a George F. Baker Scholar. While at Morgan Stanley, Jordan worked with companies primarily in the transportation and logistics industries on various M&A, debt, and equity transactions. and M.S. Emily is a Director of Finance at Peterson Partners. Laura holds a B.A. Jamie holds a B.S. Prior to Veritas, Jack was an Associate at Hellman & Friedman, where he focused on investments in software. Prior to HBS he was the Head of HR and Talent Management at Citigroup in New York, NY and the Head of HR at Dell in Round Rock, TX. Prior to Veritas, Joon worked as an investment banking analyst at Evercore in the Chemicals Group. There, he advised corporations across a wide variety of industries including healthcare, industrials, telecom and retail on restructuring, bankruptcy, financing and M&A transactions. Danholds a B.S.E. Kathleen holds a B.S. Derek holds a B.A. Andrew holds a B.A., summa cum laude, in Economics and Applied Mathematics from the University of Notre Dame. Previously, he was an investment banking Analyst at Goldman Sachs & Co. in the Financial Institutions Group. in Business Administration and an M.S. in Accounting from Brigham Young University. Previously, she worked at Deloitte as a Senior Tax Consultant in the Hedge Fund Group. The firm strives to leave a legacy of generosity. While at Deloitte, Jason was selected to serve in the Office of the CEO from 2012-2014. Carolyn built out their Board Xcelerate program, which placed diverse candidates onto pre-IPO corporate boards. Prior to Ankura, she was a Director at AlixPartners focused on advising and/or serving as interim management for companies undergoing a transition. in History from Brigham Young University. in History from Cornell University. She began her career at Morgan Stanley. Previously, he was an investment banking Analyst at Barclays in the Consumer Retail Group. Prior to Veritas, Bahaa was a Principal at American Securities where he focused on investments in healthcare and industrials. He is also aCertified Public Accountant. Copyright 2023 Peterson Partners. Prior to KKR, Mark worked at Barclays Capital in both the Leveraged Finance and Restructuring groups, where he focused on a range of M&A and financing transactions. The company generates attractive investment returns for its fund investors through a patient and disciplined investment Founded: 1976 His experience includes working on a variety of private equity due diligences, growth strategy studies, and M&A integration projects. They focus on what they call P3: people, performance and purpose. Faith Driven Investor is an educational website hosted by Faith Driven Movements (501c6) and FDM Foundation (501c3) nonprofit corporations whose mission is to inspire, educate, and mobilize people to use their time, talents and other resources in the marketplace. Emily completed her internships at Tesla Motors, SpaceX, and Boeing during her time at Babson College where she graduated with a B.S. Leveraging technology to make a positive impact across vitally important areas, such as healthcare, education, and national security, is core to Veritas. He most recently served on the board of CBRE (NYSE) and is currently on the boards of Khan Academy and Stanford Federal Credit Union. Clint is a Partner at Peterson Partners. Previously, he was an investment banking Analyst at Credit Suisse in the Mergers & Acquisitions group. Prior to his startup days, he spent several years at Charles River Associates, a leading global economic and business consulting firm headquartered in Boston. Zing Health provides managed care Medicare Advantage plans that address social determinants of health. Each year after the acquisition, the debt portion of the firms ownership decreases and the equity portion increases. in Philosophy from the University of California, Santa Barbara and a J.D. There, he focused on structuring and executing mergers and acquisitions as well as debt and equity capital offerings. is a registered investment adviser. She is also a Certified Public Accountant. Jake received an MBA from the Georgetown McDonough School of Business and a B.S. Spencer is a Partner at Peterson Partners. Prior to Veritas, Kevin was the IT Manager at HQ Capital, responsible for managing the technical aspects of the firms information system platforms. Gilliam holds a B.S. Before Blackstone, Emily was the first business hire at Boom Supersonic, a Y Combinator company focusing on commercializing supersonic travel. Prior toVeritas, Gary was a Vice President at KKR where he managed the operational and reporting functions for KKRs strategic partnerships and special purpose vehicles. Bahaa holds a B.S. T.J. holds a B.S., with High Honors, in Civil Engineering from Florida A&M University and an M.B.A. from Harvard Business School. Erin holds a J.D. Prior to Veritas Capital, Lauren was an Associate Vice President at Rockefeller Capital Management in the Corporate Controllers group. While at Morgan Stanley, CJ worked with companies primarily in the consumer and digital commerce industries on a variety of M&A and equity transactions. In this role, Emily was responsible for ensuring operational and commercial synergies across the entire portfolio. Sign up for the very best of the podcast, the blog, resources, and upcoming events once a month. 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