StepStone Private Wealth is an investment platform designed to expand access to the private markets for high net worth and mass affluent investors. We intend to create innovative solutions for investors through more efficient, convenient, and transparent products. #Transforming Portfolios. #Enhancing Outcomes.

• Assisted in formation of industry group focused on enhancing access to alternative assets in DC/401(k) plans• Chair Public Policy Committee and lead lobbying effort;• Active in recruiting prospective members

• CEO of Business Development Company (BDC) listed on NASDAQ as “OHAI”• BDC is externally managed by Oak Hill Advisors, a credit focused investment firm with $27 billion of AUM• Ran aspects of transaction that culminated in stockholder approval of Oak Hill as new manager of the BDC and established public company reporting infrastructure within Oak Hill environment

• Founder of largest publicly traded fund of private equity funds with $3 billion in AUM o Led IPO and spin-out from Bank of Americao Built investment and operational infrastructure; chaired Investment Committeeo Investments included full range of private equity from lower middle market to large funds, secondaries and coinvestments• Set strategic direction of the firm in conjunction with sponsoring investorso Principal interface between asset manager and public board of… Show more • Founder of largest publicly traded fund of private equity funds with $3 billion in AUM o Led IPO and spin-out from Bank of Americao Built investment and operational infrastructure; chaired Investment Committeeo Investments included full range of private equity from lower middle market to large funds, secondaries and coinvestments• Set strategic direction of the firm in conjunction with sponsoring investorso Principal interface between asset manager and public board of directorso Ran exit transaction for asset manager as part of sale of the overall business in 2012• Led #1 industry performer over four year life from IPO through decision to harvest/sell portfolio • Broadened investor base with comprehensive calling program and regular speaking engagementso Built strong investor relationships among both private and public equity investors in the U.S. and Europeo Developed new investor segments, particularly family officeso Keynote/featured speaker at numerous private equity and investment industry conferences including ILPA, Private Equity Analyst, and Institute for Private Investors (IPI)• Built brand through active media campaign• Recognized industry leader; named one of 50 “Gamechangers” by Private Equity International; frequent guest host on CNBC Squawk Box Europe and Worldwide Exchange; appeared on Bloomberg TV, BNN Canada, and Reuters TV Show less

• Led all of Bank of America’s private equity businesses other than captive buy-out fund • $6.5 billion in AUM across three teams, primarily private equity, with some real estate and hedge fund assets• Mandate included team focused on underserved markets and lower middle market funds• Led numerous direct and fund investments and held board seats in lower middle market companies

Founded group to originate, structure and distribute junior capital investments in real estate projects and entities

Led team of 13 lawyers managing legal affairs private equity, investment banking and capital markets divisions