David Layton is the Chief Executive Officer of Partners Group. David leads Partners Group’s Executive Team, its Global Executive Board and he is a member of the firm’s Global Investment Committee. David principally divides his time between Partners Group's Americas headquarters in Colorado, USA and Partners Group's global headquarters in Zug, Switzerland. He was previously the Head of Partners Group's Private Equity business department, and he has represented the firm on the Board of Directors of several of the firm's portfolio companies, including Universal Services of America, Nobel Learning Communities, MicroPoise Measurement Systems, Cabot Credit Management, Pacific Bells, and Strategic Partners. David holds a bachelor’s degree from Brigham Young University’s Marriott School of Management.

Michael Bayles joined Zions Bank in 2020 with the Derivative Sales and Trading group with primary duties in the trading of interest rate swaps. Prior to his time at Zions Michael worked for The Walt Disney Company and Wells Fargo Bank in various finance and corporate strategy roles. He is a proud graduate of Brigham Young University (B.A. Economics, 2011), an Eagle Scout, and received his M.B.A. from the University of Southern California. He has two daughters who are his entire world and keep him young.

20+ years in real estate advisory and investment banking public finance. Worked for 10 years in the San Francisco Bay Area advising on valuation and land use issues. Spent several years in Eastern Europe opening business locations and am now focused in Utah supporting early stage development through structuring and issuing tax exempt bonds and securing tax increment financing and other incentives for infrastructure.

Tracy Farr joined Lazard in 2013 and is a Managing Director in the Capital Structure Advisory group. Mr. Farr works on a variety of acquisition financing, capital structure advisory, and restructuring assignments for clients throughout the firm. His most recent transaction experience includes the acquisition of HunterDouglas by 3G Capital, Oaktree’s investment in TPI Composites, and Quanta’s acquisition of Blattner.  Other recent transactions include the sale of MIC’s portfolio (including Atlantic Aviation and IMTT), Google’s investment in ADT, IBM’s separation of Kyndryl, the purchase of Lummus Technology by The Chatterjee Group and Rhône Group, ABI’s sale of Carlton & United Breweries, the take-private of Merlin Entertainments, Saputo’s acquisition of Dairy Crest, Smith & Nephew’s acquisition of Osiris Therapeutics and the restructuring of Global Cloud Exchange.   

Other transactions include Thomson Reuters and Blackstone’s announced strategic partnership, CVS Health’s acquisition of Aetna, Sempra Energy’s ownership interest in Oncor, AB Inbev’s acquisition of SABMiller, merger of Heinz and Kraft Foods, merger of Johnson Controls and Tyco, Johnson & Johnson’s acquisition of Actelion, BAT’s acquisition of their stake in Reynolds American, Separation of Xerox and Conduent, Danone’s acquisition of WhiteWave Foods, Xylem’s acquisition of Sensus, MKS Instruments acquisition of ESI, Inc. and previously the MKS acquisition of Newport, Dover’s spin-off of Wellsite business, OMI’s acquisition of HaIyard Health, IBM’s acquisition of The Weather Company’s Product and Technology Businesses and the combination of CCE, CCIP, and CCEAG into Coca Cola European Partners. 

Mr. Farr recently spent one year in Lazard’s London, U.K. office working on Restructuring and Debt Advisory engagements.   

Prior to joining Lazard, Mr. Farr spent two years as a manager in Ernst & Young’s (EY) Financial Accounting Advisory Services practice in New York providing on-call consulting to Wall Street and large corporations regarding complex structuring for derivatives, hedging, hybrid debt/equity securities, and capital market transactions.   

Prior to joining EY, Mr. Farr was a postgraduate technical assistant at the Financial Accounting Standards Board (FASB) drafting updates to U.S. GAAP for financial instruments, derivatives, hedge accounting, and complex hybrid instruments. 

Brigham Young University, M.S. (Accounting), Brigham Young University, B.S. (Accounting and Information Systems) 

Carson is a vice president located in the Jefferies’ San Francisco office and advises on secondary market transactions, specializing in LP liquidity solutions. Carson has completed 50+ transactions across various structures, strategies, and geographies on behalf of fund-of-funds, endowments, pensions, family offices, and general partners. Carson graduated from Brigham Young University in 2019 and holds a B.S. in Finance from the Marriott School of Business.

• MAcc and BS in Accounting from BYU graduate in Apr 2022
• Joined Harrsion Co. post-graduation in May 2022 as an Analyst; promoted to Associate in Dec 2022
• Prior to graduation, interned with Scalar, CapM Advisors, and KPMG
• Interests: AI/ML modeling, golf, physics, and non-fiction literature

Sam Orme is Managing Director for Bank of America Merrill Lynch with a focus on Utah and the Rocky Mountain region. In this role, he is focused on helping clients succeed though strategic merger and acquisitions advice and targeted capital raising solutions (including both debt and equity).
 
Mr. Orme has extensive experience working on a variety of corporate development and investment banking transactions including mergers and acquisitions, public offerings, and private equity transactions. He has been involved in transactions with a broad range of privately held companies as well as public companies, including Cargill, Mitsui, PayPal, E*Trade, Exxon, SunGard, SS&C, Corporate Express, First American, Mosaic, and American Capital. 

Previously, Mr. Orme was Head of Corporate Development for Savage Services, one of the larger privately held industrial logistics companies in the United States. Prior to joining Savage, Mr. Orme worked for D.A. Davidson & Co. as well as Robertson Stephens M&A Group in San Francisco. Before Robertson, Mr. Orme was an accountant at Deloitte & Touché. He holds an M.B.A. from Washington State University and a B.S. in Finance and a minor in Economics from the University of Utah. In 2012, he was named one of the Top 40 Under 40 Investment Bankers by The M&A Advisor.

Specialties: 
Corporate Development, Mergers & Acquisitions
IPO's, Secondary Offerings, Private Equity
Partner Identification, Negotiations, Management
Strategy Development, Planning, Positioning, & Messaging

All degrees earned, years graduated, and university received from Brigham Young University, BS Psychology 2004 and Brigham Young University MBA, Finance 2008

After studying Psychology at BYU for undergrad and finance for the MBA, Rachael was interested in finding a field that would combine both specialties. Wealth Management provided her an opportunity to work with clients and discuss one of their most important aspects of life- their finances.

Hobbies: Running- Ms. Crane is a marathon runner and enjoys traveling around the world to race. She has completed 17 marathons including Paris, Rome, London, Rio de Janeiro, and New York City.

David serves as the CEO of Accuvest Global Advisors. He heads the Investment Committee and Research teams. David’s responsibilities include oversight of the firm’s asset allocation process, CST investment strategy, country selection model and liquid alternatives portfolios. He began his investment career in 1992 with Merrill Lynch, and then spent 10 years as a consultant with Smith Barney, serving the needs of affluent families, Foundations and Endowments. David graduated with a B.A. in Economics and Spanish Translation from Brigham Young University, and a Masters Degree in Business Administration, with a concentration in Finance, from the Haas School of Business at the University of California, Berkeley. David is a frequent conference speaker on the subjects of global investing, ETFs and country selection. He has been featured on TV, radio and in print media with Bloomberg, CNBC, Fox Business, Wall Street Journal, Morningstar and Barron’s. In 2015, David was recognized by IMCA with the 2015 Edward D. Baker III Journal Research Award for his whitepaper entitled Multi-style Global Equity Investing: A Statistical Study on Combining Fundamentals, Momentum, Risk, and Valuation for Improved Performance.

Sepio Capital, LP is a registered investment advisor. Sepio provides investment advisory and related services for clients nationally. Sepio will maintain all applicable registration and licenses as required by the various states in which Sepio conducts business, as applicable. For additional information, please visit our website at www.sepiocap.com.

David serves as trusted advisor for a select group of high net worth entrepreneurs, private investors, families and foundations on all aspects of asset and wealth management. David joined Jordan Park in 2017. Prior to joining Jordan Park, he was a Vice President in the Private Wealth Management Division of Goldman Sachs from 2000 to 2017, where he was a member of its Advisory Council. David holds a BA in Economics and Japanese from the University of Utah and a joint MBA/MA in Finance and International Studies from the University of Pennsylvania, and he is a CFA Charterholder. He serves as an Advisory Board Member at the University of Utah Honors College.

Brian Swenson, Managing Director at Morgan Stanley Private Wealth Management, leads a team of experienced financial professionals who deliver highly customized strategies to affluent individuals, family offices, foundations, and endowments. Serving a select clientele across the Rocky Mountain region, Brian advises across equities, fixed income, foreign exchange, and alternative investments

Having worked with successful entrepreneurs for nearly two decades, Brian serves as a connector and advocate for the team’s clients. Combining the talents on the team with his personal network and the vast resources of Morgan Stanley, he provides clients with guided access to the advice, intelligence, or capabilities needed to accomplish their objectives. His goal is to help them create and implement investment strategies to support the lives they envision for themselves and their families.

Prior to Morgan Stanley, Brian spent 16 years at the J.P. Morgan Private Bank in Salt Lake City, Denver, San Francisco and London. Having worked with an elite global clientele of affluent families throughout his wealth management career, he brings a unique perspective to the service of his clients. Brian began his professional career working as a Senior Assistant Controller for the JW Marriott Camelback Inn Resort and Spa in Scottsdale, Arizona.

Brian earned a B.S. in management with an emphasis in Finance from Brigham Young University’s Marriott School of Management. He is an active member of his church, serving as a mentor to several different groups. In his free time, he enjoys golfing, sports and traveling with his wife and three children.

Adam is a Principal at Spectrum Equity in San Francisco, where he invests in growth-stage software, data, and marketplace businesses. Prior to joining Spectrum, Adam worked at McKinsey and attended HBS and BYU. He and his wife have four children.

Eric Hilton joined Sorenson in 2015 and focuses on early-stage investments in B2B software. Eric enjoys working closely with entrepreneurs as they strive to build and scale world-class organizations that can have positive economic and societal impact.

Eric graduated cum laude from Brigham Young University with a B.S. in Exercise Science and minors in Business Management and Mathematics. He received his MBA at The Wharton School with distinction as a Palmer Scholar, and graduated with a dual emphasis in Finance and Entrepreneurship & Innovation. 

James is the Founder and Managing Partner of Cimarron Healthcare Capital, where he is responsible for the firm’s operating and investing activities, including: sourcing, executing, monitoring and divesting portfolio companies. James has been active in the healthcare industry since 1998 and has been a principal investor in the industry since 2000. James is an active investor and board member with experience across numerous sectors spanning the healthcare industry, including: health and wellness, alternate site care providers, consumer-driven healthcare, benefits management, long-term care, healthcare payments, life science services, healthcare technology and technology-enabled services.

Prior to founding Cimarron Healthcare Capital, James spent 10 years at Genstar Capital, a middle-market private equity firm based in San Francisco, where he led the healthcare services investment effort and was a member of the firm’s investment committee. Prior to that, James worked at MedEquity Investors, a healthcare-focused growth equity fund in Boston. He began his career as an investment banker at Lehman Brothers in the Global Healthcare Group in New York.

James earned an MBA from Harvard University and a BA in English from Brigham Young University.

• Managing Director at Vector Capital focused on new equity and credit deal origination
• 25 years focused on the Technology sector, including 7 in private equity and 13 years in investment banking
• Closed >50 M&A, equity and debt transactions for >$15 billion in aggregate value

Specialties: 
• Software as a Service - SaaS, Applications, IT Security and Infrastructure/IT Mgmt.
• Deal experience as well in internet, education technology, hardware systems, homeland security, semiconductors and telecom

Rob Rueckert joined Sorenson Capital in 2015 and co-founded Sorenson Ventures in 2017. Influenced by his engineering background, Rob is a “product-first” software investor, focusing on product leadership, technical depth, and differentiation. Rob enjoys working closely with ambitious leaders and is equally devoted to both solving challenges and celebrating accomplishments.

From 2001 to 2015, Rob was with Intel Capital where he was a managing director and a voting member of their investment committee. While at Intel Capital, he invested in over 50 companies worldwide and across multiple technology sectors. 

Prior to his investment career, Rob was a software and data engineer for a variety of companies, including Arthur Andersen. Rob holds an MBA from the University of Chicago Booth and a Bachelor of Science in information systems from Brigham Young University. He is a Kauffman Fellow.

Chandler focuses primarily on the technology sector. His investment experience includes DocuSketch, Fundraise Up, Jungle Scout and PriceLabs.

Prior to Summit, Chandler was an Analyst at EPIC Ventures, where he focused on the technology sector and managed Junior Analyst teams in sourcing and diligence.

He holds a BS in economics from Brigham Young University.

Kurt Barton graduated BYU in 2010 and moved to Boston to work at Fidelity Investments as an equity research analyst. Over his 7 years at Fidelity, his public equity coverage universe included specialty chemicals, proteins, regional banks, and mortgage finance. In 2018 he moved back to Utah to join Ensign Peak Advisors, his current employer. At Ensign Peak, Kurt covers the broad industrials sector on the public equity team. As the Head of Research, he also manages the research staff, internship program, and external trading relationships. He loves living in Utah, which provides excellent skiing in the winter and golf in the summer. He also enjoys reading, tennis, and hiking. He lives in Bountiful with his wife and 5 kids. Kurt is CFA charter holder. 

Over 19 years of investing in Emerging Markets with a strong history of alpha generation and fund performance. Founder of Ethos Investment Management and Young Investors Society. Previously Director and Senior Portfolio Manager of the $1billion EM Small and Mid-cap fund at APG Asset Management. 

Investing in a concentrated number of well-researched, high-quality sustainable growth businesses in the Emerging Market Small and Mid-Cap (SMID) space. 

Also the founder of Young Investors Society (www.yis.org). Young Investors Society has become a leading global Financial Literacy organization teaching financial literacy and long-term investment skills to high-school students in over 1,000 high-schools across the world.

David Longhurst grew up on a family farm in Connell, Washington. Following a full-time mission to Brazil, he obtained a BS in Accounting attended Brigham Young University. While in Provo, he married Chris Thrap, and they subsequently have learned much in raising seven wonderfully diverse children! 

David began his career at Ernst & Young, specializing in investment management audits. Subsequently, he has held various accounting and management roles at Safeco Mutual Funds in Seattle and Dodge & Cox in San Francisco. He recently retired from his role as Treasurer of the Dodge & Cox Funds, excited to devote time for his many other passions, including community service, interfaith collaboration, Mormon studies, gardening, and spending time with grandchildren.

David has served in several Church leadership roles, including his current role of representing the Church on two interfaith councils in the East Bay: the Interfaith Council of Contra Costa County and the Interfaith Council of Alameda County.

Experienced alternatives allocator, primarily private equity and hedge funds with extensive experience working with blue chip institutions on building portfolios of alternatives.

Brett Sumsion is a portfolio manager in the Global Asset Allocation (GAA) group at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. GAA is an investment team within Fidelity’s Asset Management Solutions division, an integrated investment, distribution, and client service organization dedicated to meeting the unique needs of the institutional marketplace.

In this role, Mr. Sumsion co-manages Fidelity’s target-date strategies, including Fidelity-managed 529 plans and Canadian target date plans.

Prior to joining Fidelity in 2014, Mr. Sumsion held various positions at DuPont Capital Management, Inc., including managing director of asset allocation and portfolio manager. While at DuPont, Mr. Sumsion managed strategic and tactical asset allocation strategies for institutional clients. He has been in the financial industry since 2001.

Mr. Sumsion earned his bachelor of arts degree in economics from Brigham Young University and his master of business administration degree in finance from The Wharton School of the University of Pennsylvania. He is also a CFA® charterholder.

Robert S. Turley, Vice President — Mr. Turley received his B.A. degree (magna cum laude) in Mathematics and Economics from Brigham Young University in 2003, his M.B.A. degree from the New York University Stern School of Business in 2008, and his A.M. and Ph.D. degrees in Business Economics from Harvard in 2011 and 2013. Prior to his doctoral studies, he worked as a member of the Quantitative Investment Strategies team at Goldman Sachs. Mr. Turley joined Dodge & Cox in 2013 and is a member of the Emerging Markets Equity Investment Committee. He is a shareholder of the firm and a CFA charter holder.