Inside DealCloud: Best Practices for Next-Gen Capital Markets Firms

Oct. 29, 2020 | 9:15–10 a.m. PDT/12:15–1 p.m. EDT/4:15–5 p.m. GMT

In 2020 and beyond, savvy capital markets professionals must recognize the many ways that internal technology can be leveraged as a catalyst for growth. In this session, we’ll speak with top private equity technologists about the benefits of connecting the dots within your firm‘s technology ecosystem.

Speakers

Jensen Bryant

Senior Associate

TVC Capital

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Jensen Bryant

Senior Associate

TVC Capital

Jensen Bryant is a senior associate at TVC Capital, an operator-led growth equity firm in San Diego focused on B2B software companies. On its fourth fund and with around $400M under management, TVC works closely with its portfolio companies to accelerate growth, maximize value, and position for an attractive exit. Bryant is responsible for thesis-driven deal generation and execution across a broad spectrum of software sectors. He also provides ongoing support to a number of portfolio companies across functional areas. Prior to joining TVC Capital, Bryant worked on the acquisitions team at ClubCorp, the largest owner and operator of private golf and country clubs in the U.S., and in sales at Bay Club, a premiere active lifestyle club company in California. He graduated cum laude from the University of San Diego with a bachelor’s degree in finance.

Max Evans

Head of Data Strategy

it|venture

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Max Evans

Head of Data Strategy

it|venture

Maximilian Evans, Head of Data Strategy at it|venture, brings significant insight and technical experience to the specialist consultancy. His primary responsibility is managing it|venture’s industry leading approach to private capital market data integration, including it|venture’s Connect Platform. Previously, he was a software engineer at Sterling Risk Solutions, a provider of risk management software to the banking industry. Evans holds a bachelor’s degree in business studies with financial management from the University of Salford.

Stephanie Fels

Senior Director, Global Head of Account Management and Client Relations

DealCloud

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Stephanie Fels

Senior Director, Global Head of Account Management and Client Relations

DealCloud

Stephanie Fels is the Senior Director, Global Head of Account Management and Client Relations at DealCloud, an Intapp company. She is also a board member for Rise, a talent network and service marketplace that facilitates connections and collaborations between independent professionals and their clients. Previously, Fels worked for PitchBook Data, Inc. as well as S&P Capital IQ. She has a bachelor’s degree in international business studies from Hanzehogeschool Groningen and a bachelor’s degree in economics and business management from the University of Westminster.

Greg Stewart

Vice President

Great Hill Partners

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Greg Stewart

Vice President

Great Hill Partners

Greg Stewart joined Great Hill Partners in January 2017 as an associate. He is a board observer for EnterpriseDB, Ikon Science, and Reward Gateway.

Prior to joining Great Hill Partners, Stewart was a private equity associate at Spire Capital Partners where he was responsible for originating and evaluating investment opportunities in the tech-enabled services, media, and education sectors. While at Spire Capital, Stewart was involved in the following investments: Vector Media, On Campus Marketing, NetFortris, and Rainbow Childcare. He also worked for Wells Fargo Securities and Signal Hill Capital as an investment banking analyst in their respective technology, media, and education practices.

Stewart graduated cum laude from Bucknell University with a degree in economics.

Time & date

Oct. 29, 2020 | 9:15–10 a.m. PDT/12:15–1 p.m. EDT/4:15–5 p.m. GMT

Event Details

Recording