2nd Annual PE Summit

Josh Andler

Senior Director, Finance
Jane.app

Lauren Bowe

Partner, AI, Advanced Automation & Analytics Leader
Connor Group

Lauren is a Partner at Connor Group and leads the Automation & Analytics practice. She serves as a strategic advisor and implementation partner, playing a pivotal role in the technology enablement of finance and operations for high-growth companies.

Her foundation of experience spans business process improvement, technology, data architecture, analytics, and accounting. Lauren supports executives in achieving growth and scalability goals, including preparation for the transition to a public company environment.

A recognized thought leader in finance automation, she works with public and private technology-focused clients to design and implement practical recommendations. Her focus is optimizing systems and improving controls around key business areas, such as financial close, procure-to-pay, and order-to-cash.

Prior to Connor Group, she held finance and compliance roles at Loews Corporation and began her career at Deloitte. Lauren graduated Magna Cum Laude from Providence College and is a licensed (inactive) New York CPA.

Andrew Braithwaite

Managing Partner
The Cynosure Group

Bryan Cummings

Managing Director, Financial Sponsor Coverage
Canaccord Genuity

Bryan Cummings is a Managing Director and co-leads the US Financial Sponsor Group at Canaccord Genuity, a global investment banking and wealth management firm. Before joining Canaccord, Bryan served as Head of Financial Sponsor Coverage at DA Davidson, a national middle market investment bank. Previously, he founded and led the U.S. middle market sponsor coverage practice at RBC Capital Markets and led corporate development at a global information services firm. With 20 years of experience across investment banking and corporate finance, Bryan also brings extensive MA& and capital markets experience to his clients in the technology, diversified industrial and aerospace/defense industries, with tenures at J.P. Morgan, Bear Stearns and UBS.

Before beginning his advisory career, he served as a U.S. Army combat arms officer in the U.S. and overseas with a focus on small unit leadership and shoulder-fired Stinger missiles. Bryan holds a master’s degree in public policy from Harvard University’s Kennedy School of Government and a bachelor’s degree in Politics and Near East studies from Princeton University. Bryan lives with his wife and daughter in New York City.

Jay Epstein

Managing Director & CFO Advisor
Warburg Pincus

Jay Epstein is based in New York, joined Warburg Pincus in 2022, and is a CFO Advisor on the Value Creation team. Prior to joining Warburg Pincus, he was Chief Financial Officer and President of International Operations for CSC ServiceWorks, a business services company. Jay has a long track record in financial operations, previously serving as Chief Financial Officer and Treasurer for other private equity and privately owned industrial companies.

He started his career as a Chemical Engineer before moving into finance. Jay received a BS in Chemical Engineering from The University of Texas at Austin and an MBA from The University of Chicago.

John Glasgow

CEO & CFO
Campfire

John Glasgow is the CEO and Founder of Campfire, the AI-native ERP for high-growth companies. He's raised over $100M to date, including a $65M Series B four months after a $35M Series A, both led by Accel. At Campfire, he's building software to give accounting teams superpowers by automating the work that nobody wants to do - helping customers like Replit, Decagon, and PostHog close 5x faster and save hundreds of thousands annually.

Previously, he helped scale Invoice2go through its $625M acquisition by [Bill.com](http://bill.com/) and held roles in corporate strategy at Adobe and tech M&A.

Regan Guth

Regan is a seasoned commercial insurance broker with experience in risk management due diligence; insurance program design, implementation and management; risk identification; and financial risk analysis. With a hyper-focus on providing unparalleled customer service, Regan has built long-lasting relationships with his clients while becoming a trusted advisor and valued partner to these companies. Regan has worked with dozens of clients representing a wide range of industries in developing risk management strategies and insurance programs to address the risks and exposures associated with mergers, acquisitions, divestitures, and capital raises including IPOs.

Regan has largely focused on providing insurance brokerage, risk management and consulting services to Utah’s deal community. As a member of the firm’s Private Equity and M&A practice, Regan works closely with capital providers and portfolio companies to address the various risks that arise throughout the deal cycle.

Regan also leads the IMA Salt Lake City Sales Team with direct management of the Commercial Insurance and Personal Lines producers. Regan also leads the sales strategy and efforts for the Employee Benefits team. As the Sales Leader, Regan has worked to align the new business and client retention strategies with the producers, encouraging cross-selling and expanded collaboration efforts that permeates the legacy-Diversified and IMA cultures while growing the team in size and capabilities. Producers in SLC play a dual role, functioning as high-end Account Executives on their accounts while pursuing new business efforts, meaning that growth must be balanced with retention to achieve targeted organic growth. As IMA SLC continues to grow in revenues and headcount, Regan has helped the production team consistently exceeded new business sales goals while retaining existing accounts to maximize organic growth metrics as one of the leading producers for both new business and overall book size.

Amol Helekar

General Partner
TCV

Amol joined TCV in 2009 and focuses on investments in software, fintech and tech-enabled services. He is currently involved with investments in Built, Clio, Payoneer (NASDAQ: PAYO), and Trulioo. He was previously involved with Avetta, AxiomSL, Evisort, OneSource Virtual, Razorpay, and Toast (NYSE: TOST).

Prior to TCV, Amol spent several years with McKinsey & Company, where he advised clients on strategy engagements in the energy, financial services, and technology industries.