Implementing best-in-class data security procedures has never been more important for capital markets firms, but it’s just one of many data challenges dealmakers face. Providing meaningful access to reliable information, restricting access to sensitive information, maintaining high data-cleanliness standards, and automating the capture of everyday correspondence have all affected deal professionals during the past year. In this session, a panel of capital markets firm leaders will discuss how they’re managing and optimizing proprietary and third-party data for more efficient operation.
Speakers
Marika Crowe (Moderator)
Principal, Implementation ServicesDealCloud
Marika Crowe
Principal, Implementation Services
DealCloud
Marika Crowe is the Principal Segment Leader at DealCloud, an Intapp company. She joined DealCloud in 2018 in the Charlotte, North Carolina office just after the company’s acquisition by Intapp. She began her career at DealCloud as an engagement manager before being promoted to her current role in early 2021. In her role, Crowe supports the Sales and Services organization representing the DealCloud division. Crowe received her bachelor’s degree in economics and engineering management from Vanderbilt University.
Chase Paxton
Director, Finance and ValuationsNGP Energy Capital Management
Chase Paxton
Director, Finance and Valuations
NGP Energy Capital Management
Chase Paxton serves as the Director of Finance and Valuations at NGP Energy Capital Management. He is also a member of GrowCFO, a professional training and coaching organization for finance leaders. Prior to joining NGP in 2013, Paxton served as the Director of Energy and Mining Valuation Advisory at Duff & Phelps. He received his bachelor’s degree in management from the Rawls College of Business at Texas Tech University, and a Master of Business Administration degree in finance from the Mays Business School at Texas A&M University.
Rob Kaufman
Vice PresidentFTV Capital
Rob Kaufman
Vice President
FTV Capital
Rob Kaufman is the Vice President of FTV Capital. Prior to joining FTV, Kaufman led the investor relations team at The JBG Companies in Washington, DC. Prior to JBG, Kaufman was on the investor relations team at Hellman & Friedman and worked in the portfolio management group at Hall Capital Partners in San Francisco.
Kaufman received his bachelor’s degree in political science with distinction in general scholarship and a minor in business administration from the University of California, Berkeley.
