Tuck PEVC 2026

Beyond the Multiple: Creating Value Through Real Impact
Feb 12 – 13
Tuck School
Thursday, February 12
5:00
6:00p
Welcome Drinks & Networking
The Hanover Inn
Invite Only
6:00
8:00p
Welcome Dinner & Director's Address
Mark Hardie, Director of Tuck CPEVC
The Hanover Inn
Invite Only
6:00
8:00p
Fireside: "In the Operator's Seat"
Steve Frary T'87 · Mod: Josh Lewis (Salmon River Capital)
The Hanover Inn
Keynote Invite Only
Friday, February 13
7:45
8:30a
Registration & Networking
Raether Hall Lobby
Breakfast
8:30
8:45a
Conference Welcome
Dean Matt Slaughter
McLaughlin Atrium
9:05
9:45a
Opening Keynote Conversation
Hugh MacArthur (Bain) & Ross Jones (Berkshire Partners)
McLaughlin Atrium
Keynote
9:55
10:35a
PE: Capital, Growth & Impact
Egan (Advent), Pomerance (Charlesbank), Clark (Westview), Lan (Egis)
Georgiopoulos
Panel
9:55
10:35a
VC: Capital, Growth & Impact
Fates (Innospark), Malek (Stealth Biotech), Stender (SeventySix)
Frantz II
Panel
10:40
11:20a
Value Creation & Portfolio Ops
Gupta (Audax), Janco (Bain Capital), Lizcano (Cinven)
Georgiopoulos
Panel
11:20
12:15p
Lunch & Networking
McLaughlin Atrium & Ayres Dining Room
Networking
12:15
12:55p
Keynote: Sheena Jindal
Founder & Managing Partner, Sugar Free Capital
McLaughlin Atrium
Keynote
1:00
1:40p
The Capital Journey: Fundraising
Lane (Carlyle), Sullivan (Dartmouth), Newhouse (AEA), McCormick (Monument)
Georgiopoulos
Panel
1:40
2:20p
The Capital Journey: Founders
Devine (Lone Tree), Shah (Cohere), Lewis (Sheridan)
Georgiopoulos
Panel
2:30
3:15p
Private Credit & Secondaries
Helton (FoxPath), Landsberg (26North), Ewald (Bain Capital)
Georgiopoulos
Panel
3:20
5:30p
Closing Cocktail Reception
Cohen Great Hall
Social

The PE/VC Landscape Right Now

The industry is in a "cautious boom." After the 2022-2023 rate shock, deal activity roared back in 2025 — global PE investment hit a four-year high, and the largest LBO in history ($56.5B take-private of EA) closed in January 2026. But the old playbook of buying cheap, loading up debt, and flipping is dead. With borrowing costs at 8-10% all-in, returns now depend on actually growing the business. That's the conference theme in a nutshell: Beyond the Multiple.

$3T
Private credit market size
$211B
AI venture funding in 2025 (50% of all VC)
$1.2T
PE exit value in 2025 (2nd highest ever)
$150B+
Secondaries volume (record)

The Fed cut rates three times in late 2025 to the 3.5-3.75% range, breaking the "deal dam." But rates are still roughly double the pre-2022 era, so equity contributions in buyouts have climbed to 45-55% of deal value. Translation: PE firms have to put more of their own skin in the game.

Thursday Evening

Fireside: "In the Operator's Seat: Building the Path to a Billion-Dollar Outcome"

6:00 – 8:00 PM · The Hanover Inn · Invite Only

Steve Frary's story is a masterclass in PE-backed operational leadership. He ran Oriental Trading Company — one of the nation's largest direct-mail merchants of party supplies and novelties — through multiple PE ownership cycles before it was acquired by Berkshire Hathaway (Warren Buffett) in 2012. That's the ultimate validation: Buffett doesn't buy companies unless the operator has built something durable.

Why this matters for the conference theme: Frary is the living embodiment of "Beyond the Multiple." He didn't just ride financial engineering — he built real operational value that attracted the most famous long-term investor in history.
SF
Steve Frary T'87
Retired CEO, Oriental Trading Co. · Board Member & Direct Marketing Executive
Tuck MBA '87. Led Oriental Trading through PE ownership cycles and a transformative e-commerce pivot, culminating in the Berkshire Hathaway acquisition. Career-long focus on direct marketing, catalog/e-commerce operations, and building scalable consumer businesses.
JL
Josh Lewis
Moderator · Adjunct Prof at Tuck, Founder of Salmon River Capital
Technology and media-focused investor. Adjunct at Tuck teaching PE/VC.

Questions to listen for

  • What made Buffett say yes — what did Berkshire see in Oriental Trading that PE owners missed?
  • How did he manage the tension between PE's short-term return pressure and building lasting enterprise value?
Friday Morning

Opening Keynote Conversation

9:05 – 9:45 AM · McLaughlin Atrium

The headline session. Two Dartmouth '87 classmates — one who advises the world's largest PE firms on strategy, the other who deploys billions in actual deals — share a stage. Expect a "state of the industry" framing with real tension between the consultant's macro view and the practitioner's deal-level reality.

Why this matters: MacArthur literally writes the annual Bain Global PE Report — the document that defines how the industry talks about itself. His 2026 report (dropping any day now) will be the most-cited source at this conference. Jones has been at Berkshire Partners for 30+ years doing the actual deals. You get both the 30,000-foot view and the ground truth.
HM
Hugh MacArthur D'87
Sr. Partner & Chairman, Global PE Practice — Bain & Company
Founded Bain's PE practice 25+ years ago. Author of the annual Global PE Report. Hosts the "Dry Powder" podcast. His 2025 report flagged exit times exceeding 5 years and distributions at a decade low. The 2026 report will cover the dramatic recovery in deal activity.
RJ
Ross Jones D'87
Managing Director — Berkshire Partners
30+ years at Berkshire ($16B+ cumulative capital raised). Focus on Services, Healthcare, Industrials, Tech. Known for long-tenured, collaborative partnerships with management teams. Past deals include Carter's, Bare Escentuals, CrossFit.

Questions to listen for

  • With PE exit value hitting $1.2T in 2025 but volume still constrained, is the logjam really breaking?
  • Is the "multiple expansion" era truly over, and what replaces it as the primary value driver?
  • The Fed cut rates to 3.5-3.75% — is that enough to return to the 2019-2021 deal environment?

PE: Capital, Growth & Impact

9:55 – 10:35 AM · Georgiopoulos

Four PE investors spanning mega-cap ($94B Advent) to specialist lower-mid-market firms. The "Impact" in the title signals this won't just be about returns — expect discussion of how PE firms justify their social license and the push to show value creation beyond financial engineering.

What's a "multiple"? When PE firms buy a company for 8x its annual earnings and sell it for 12x, that "multiple expansion" is free money. The conference theme acknowledges that trick is drying up — firms now need to actually grow revenue and cut costs to make returns.
CE
Chris Egan D'98
Managing Partner — Advent International
Advent manages ~$94B across five continents — one of the world's top 10 PE firms. Currently raising a $26B flagship fund. Focuses on business services and tech buyouts. Egan has been with the firm since 2000. Notable past deals include Lululemon (early), Cobham, and Fifth Third Processing.
JP
Jared Pomerance T'16
Principal — Charlesbank Capital Partners
Charlesbank manages ~$18B across PE and credit. Spun out of Harvard's endowment in 1998. Pomerance leads their Rise Growth Partners platform — consolidating RIA/wealth management firms. The "roll-up" strategy in action.
JC
Jeff Clark T'16
Partner — WestView Capital Partners
Boston-based growth equity firm ($1.5-2B AUM). Invests $15-75M in profitable, growing companies in tech-enabled services and healthcare. Sits between VC and traditional buyout — growth capital without full change of control.
AL
Annie Lan T'17
Partner — Egis Capital Partners
Lower-middle-market PE firm. Healthcare and services focus. Represents the specialist/niche end of the panel's spectrum — smaller deals, deeper sector expertise.

Questions to listen for

  • How does a $94B mega-fund (Advent) compete for deals differently than a specialist shop (Egis)?
  • What does "impact" actually mean in practice — ESG reporting or real operational change?

VC: Capital, Growth & Impact

9:55 – 10:35 AM · Frantz II · Same time as PE panel — pick one

The VC side: AI-focused investing (Innospark), biotech (stealth-mode company), and sports/entertainment VC (SeventySix). This is the "frontier" panel — earlier-stage, higher-risk bets. Timely given that AI captured 50% of all global VC funding in 2025 ($211B), with five companies alone (OpenAI, Anthropic, xAI, Scale AI, Project Prometheus) raising $84B.

PE vs. VC in 10 seconds: PE buys established, profitable companies and improves them. VC bets on early-stage startups hoping a few hit big. PE uses lots of debt; VC is almost all equity. PE targets 2-3x returns; VC needs 10x+ winners to cover all the failures.
MF
Matt Fates T'02
Partner — Innospark Ventures (AI-only VC)
AI-only venture fund (Boston, est. 2018). Went all-in on AI before ChatGPT existed. Seed/Series A checks of $500K–$4M. Fates spent 20+ years at Ascent Venture Partners before pivoting. Interesting lens given $211B flooded into AI VC in 2025.
DM
David Malek T'07
Co-Founder & COO — Stealth Mode Biotech
Building an undisclosed biotech startup. "Stealth" means they haven't publicly announced — could be interesting to probe on. Represents the non-AI side of VC that often gets overshadowed.
CS
Chad Stender
Managing Partner — SeventySix Capital
Philadelphia-area VC focused on sports, entertainment, and sports tech. Strong network with Philly-area pro teams. Invests at the intersection of data analytics, fan engagement, and athletics. Unique niche in the VC landscape.

Questions to listen for

  • With 50% of all VC dollars going to AI in 2025, how does an AI-only fund separate signal from noise?
  • Is biotech VC recovering, or is AI sucking all the oxygen out of the room?

Driving Growth: Value Creation & Portfolio Operations

10:40 – 11:20 AM · Georgiopoulos

This is the "how PE actually makes money now" panel. With all-in borrowing costs at 8-10% and equity checks up to 45-55% of deal value, firms need operating partners who roll up their sleeves — driving revenue growth, cutting costs, professionalizing management. These three do that daily across three continents.

What are "portfolio operations"? After a PE firm buys a company, the portfolio ops team acts like an in-house consulting firm — installing new sales systems, hiring C-suite talent, improving procurement, driving M&A add-ons. This function barely existed 15 years ago; now it's a core differentiator.
AG
Asheesh Gupta T'03
Managing Director — Audax Private Equity
Audax manages ~$30B+ (part of $42B Audax Group). The king of buy-and-build: 1,000+ add-on acquisitions completed since 1999. They buy a "platform" company then bolt on dozens more to create a market leader. Gupta previously ran performance improvement at Dartmouth-Hitchcock Medical Center.
SJ
Stephen Janco T'16
Operating Partner — Bain Capital
Bain Capital manages $175B+ across PE, credit, public equity, venture, and real estate. Founded 1984 by Mitt Romney. Notable deals: Staples, Burger King, Canada Goose. Janco works on the operations side — the team driving post-acquisition value creation.
AX
Alex Lizcano T'07
Managing Director, Portfolio Team — Cinven
Cinven is a top European PE firm (EUR 30B+ AUM), focused on large-cap buyouts. Lizcano leads tech value creation — sales excellence, digital transformation. Previously at Partners Group and McKinsey. Based in Madrid. The European angle on this US-heavy conference.

Questions to listen for

  • What does the first 100-day playbook look like after acquiring a company?
  • How is AI changing portfolio operations — are firms deploying it across their portfolios?
  • How does value creation differ between US and European companies?
Friday Afternoon

Keynote: Sheena Jindal

12:15 – 12:55 PM · McLaughlin Atrium

Arguably the most compelling personal story of the conference. Jindal became the youngest partner in Comcast Ventures history, spent 7 years between Bessemer and Comcast, then launched her own AI-native fund in October 2025 and raised $32M in six months. She represents the next generation of VC.

Why $32M matters: First-time solo GPs often struggle to raise $10-15M. Jindal raised $32M with LPs from Nvidia, Citadel, Jane Street, and Renaissance Technologies — a who's-who of quantitative finance and AI. Her fund targets 15 companies at $1-5M checks, backing technical MIT founders.

Sugar Free Capital focuses on "AI-native infrastructure" — companies in Physical AI, Gaming, Defense, and AI infra. This is not "AI wrapper" investing; it's technical founders building foundational technology. She picks a new theme each quarter to focus on.

SJ
Sheena Jindal T'19
Founder & Managing Partner — Sugar Free Capital
MIT BS → BCG → startup ops → Bessemer Venture Partners → Comcast Ventures (youngest partner ever) → founded Sugar Free Capital (Oct 2025, $32M). Already deployed 4 of 15 planned investments. One of the few solo female GPs in venture. Past picks: OfferUp, SevenRooms (exited), Nurx (exited).
JF
Jim Feuille D'79
Moderator — Adjunct Prof at Tuck, Venture Partner at Crosslink Capital
Seasoned VC. Crosslink is a San Francisco-based firm investing since 1999 across SaaS, fintech, digital media. Notable past investments include Responsys and TubeMogul.

Questions to listen for

  • What separates an "AI-native" company from one that bolts AI onto an existing product?
  • How does she evaluate technical founders at the earliest stages — before there's revenue?
  • With 68 companies raising rounds of $500M+ in 2025, where does a $32M fund find its edge?

The Capital Journey: Fundraising

1:00 – 1:40 PM · Georgiopoulos

This panel follows the money upstream. You'll hear from the people who raise funds (GPs), the people who allocate capital to those funds (LPs like Dartmouth's endowment), and the middlemen who connect them (placement agents). A rare behind-the-curtain look at how billion-dollar funds get capitalized.

GP vs. LP: General Partners (GPs) run the fund — they find deals and make investments. Limited Partners (LPs) are the big institutions — pension funds, endowments, sovereign wealth funds — who give GPs money to invest. LPs are passive; GPs run the show. The standard fee is "2 and 20" (2% management fee + 20% of profits).

Context: fundraising remains bifurcated. Top-quartile mega-funds (Blackstone, KKR, Apollo) close at or above targets, while emerging and mid-market managers face extended timelines. LP frustration with slow distributions is the dominant theme — 46% of GPs now use continuation vehicles to speed up distributions (double from last year).

RL
Russell Lane D'06
Managing Partner & Head of Product Development — Carlyle Group
Carlyle manages $426B — one of the "Big Four" alt managers (along with Blackstone, KKR, Apollo). Lane heads their Global Wealth division, building products to get retail/HNW investors into PE for the first time. Big deal: Trump's Aug 2025 executive order opened 401(k)s to alternative assets, potentially unlocking trillions in retail capital.
MS
Michael Sullivan D'91 T'97
Managing Director — Dartmouth College Endowment (VC/PE)
Co-manages Dartmouth's ~$8B+ endowment PE/VC portfolio. This is the LP perspective — the person who decides which funds Dartmouth invests in. Follows the "endowment model" pioneered by Yale. Previously at FLAG Capital Management and Cambridge Associates.
TN
Ted Newhouse D'09 T'16
Principal, Investor Relations & Fundraising — AEA Investors
AEA is a middle-market PE firm founded in 1968 by the Rockefeller, Mellon, and Harriman families — one of the oldest PE firms in the US. Manages $15B+ across PE, growth capital, and mezzanine. Newhouse is on the IR/fundraising side, so he's the one pitching LPs.
JM
John McCormick T'98
Partner — Monument Group
Monument Group is a global placement agent — they help PE/VC funds raise capital from institutional investors. Think of them as real estate agents for fund managers. This is the "broker" perspective on fundraising — he sees every pitch deck and knows what LPs are actually buying.

Questions to listen for

  • With 401(k)s now open to alts, does retail money flowing into PE change the LP-GP dynamic?
  • What does Dartmouth's endowment look for when picking which funds to back?
  • As a placement agent, what's the single biggest factor that makes or breaks a fundraise right now?

The Capital Journey: Founders

1:40 – 2:20 PM · Georgiopoulos

Same room, new panel — the founders' perspective. These are people who started PE firms from scratch, not just investors at established shops. Expect candid talk about raising a first-time fund, convincing family-owned businesses to sell, and the realities of building in the lower middle market.

MD
Mike Devine D'08, T'14
Partner — LoneTree
Double Dartmouth (undergrad '08 + Tuck '14). LoneTree focuses on lower-middle-market industrial and business services acquisitions. Represents the entrepreneurial PE path.
NS
Nik Shah T'05
Managing Partner & Co-Founder — Cohere Capital
Boston-based lower-middle-market PE. Targets founder-owned businesses ($10-50M revenue) transitioning to institutional ownership. Focuses on business services and tech-enabled services in fragmented industries.
JL
Jonathan Lewis T'05
Managing Partner — Sheridan Capital Partners
Chicago-based lower-middle-market PE. Invests in education, healthcare, and business services ($3-15M EBITDA). A conference sponsor. Focuses on knowledge- and people-intensive service industries.

Questions to listen for

  • What's the hardest part of raising a first-time fund vs. growing an established one?
  • How do you convince a family-owned business to sell to your PE firm over a competitor?

Financing a Deal: Private Credit & Secondaries

2:30 – 3:15 PM · Georgiopoulos

The two hottest corners of alternative assets. Private credit has exploded to $3 trillion as banks pulled back from lending — Morgan Stanley projects it will hit $5T by 2029. Secondaries hit record volume ($150B+ in 2025) as LPs desperate for liquidity sell fund stakes. This panel covers both.

Private credit: Instead of borrowing from a bank, a company borrows from a PE-style fund. Higher rates (10-13%) but faster, more flexible, and willing to do deals banks won't touch. Direct lending alone is now $1.5-2T — matching the entire syndicated loan market.
Secondaries: You invested in a PE fund with a 10-year lock-up but need cash in year 5. A secondaries firm buys your stake at a discount (say 90 cents on the dollar — discounts have narrowed from 85 cents). GP-led secondaries (continuation vehicles) now account for nearly half of all volume, doubling from last year.
ME
Michael Ewald T'01
Partner & Global Head of Private Credit — Bain Capital
Manages ~$12B in private credit. Also CEO of Bain Capital Specialty Finance (publicly traded BDC). 25+ years at Bain Capital. The heavyweight on this panel — has watched private credit go from niche to $3T mainstream.
JL
Jonathan Landsberg D'06
MD & CFO, Direct Lending — 26North
26North was founded by Josh Harris (co-founder of Apollo) in 2022. Multi-asset platform spanning PE, credit, and insurance. Landsberg joined April 2023 to build out the direct lending BDC. Previously at Barings and Wells Fargo. Represents the newer entrants flooding into private credit.
CH
Curry Helton T'15
Head of Opportunistic Credit — FoxPath Capital Partners
FoxPath is a specialist credit secondaries firm (est. 2023). Helton was founding team at Ares Credit Secondaries and worked in special situations at Strategic Value Partners. This is the "distressed and opportunistic" angle — finding mispriced credit assets.

Questions to listen for

  • Is private credit a bubble or a permanent structural shift away from bank lending?
  • With secondaries discounts narrowing to low single digits, is the easy money already gone?
  • The Trump admin opened 401(k)s to alts — does retail money flowing into private credit change the risk profile?
MB
Max Bessler
Economic & technology analyst. Writer.
Dartmouth '22 · Based in NYC

About

I'm an analyst and writer focused on how transformative technology reshapes economies, institutions, and everyday life. My background spans the private sector and national security — I've done economic analysis at the CIA, policy research at CSIS, strategy consulting at Lake Partners, and was employee #1 at a defense tech startup.

I write a Substack called Maximizing — essays on how grand technologies (AI, social media, cloud computing) affect real life. I'm interested in the patterns that persist for decades, not the hype cycles that burn out in months.

Dartmouth College, B.A. in Government modified with Economics, Magna Cum Laude. Rufus Choate Scholar (top 5%). Also studied at the London School of Economics. Former D1 heavyweight rower and 200-hour registered yoga teacher.

Experience

Analyst
Lake Partners Strategy Consulting · Seattle · 2025
Scoping, expert interviews, project management, briefing, and writing deliverables. Built software indexing thousands of deliverables for use by LLMs and analysts.
Chief of Staff (Employee #1)
LoneCypressAI · Seattle & DC · 2024
Project-managed a successful $180K USG funding proposal. Stood up marketing, recruiting, and DoD customer engagement at a growing defense tech contractor.
Economic Analyst — East Asia Pacific
Central Intelligence Agency · Langley · 2023
Delivered economic analysis shaping strategic decisions for senior policymakers. Briefed IC and White House officials. Developed quantitative macro and financial modeling skills.
Research Intern — Economics Program
Center for Strategic & International Studies (CSIS) · DC · 2022
Published 4 times (40,000+ views). Authored "The Debate to Decouple" and "The Drive to Decouple" on US-China relations. Built Python tools for automated briefing creation.

Writing

My Substack explores how transformative technology influences everyday life. Recent focus on AI adoption patterns, the geopolitics of big tech, and what "grand technologies" — innovations that persist for decades — mean for how we work, think, and relate to each other.

Latest: "Why Opening These Tech Emails Matter" →

Contact

Phone
Twitter
Tuck 21st PE & VC Conference · Feb 12–13, 2026
Brief generated with research current as of Feb 2026