Stew campbell | Norwest venture partners

Stew joined Norwest in 2012 and focuses on investments across a wide range of sectors at Norwest with particular interest in consumer products and services, eCommerce, retail, and business services. Stew’s current investments include Forum Brands, Galvanize (acquired by Diligent), Jolyn, Junk King, MTN OPS, SmartSign, VanMoof, and Vuori. Stew was previously involved with Norwest’s investment in The Learning Experience (acquired by Golden Gate Capital) and Turnitin (acquired by Advance).

Prior to joining Norwest, Stew worked at SurveyMonkey, where he managed several products and helped with business and corporate development efforts. Prior to SurveyMonkey, Stew was an associate at Spectrum Equity Investors for three years, where he originated, evaluated, and executed software, IT, and online media investment opportunities. He was involved in the acquisition of Ancestry.com in the fall of 2007.

Earlier, Stew spent three years as an Associate Consultant at L.E.K. Consulting, where he advised healthcare, media, and financial services companies on a range of strategic issues.

Stew holds an MBA, with honors, from the Wharton School of the University of Pennsylvania with a double major in finance and entrepreneurial management and a bachelor of arts degree in economics from Stanford University.

Recognition & Accolades: 2020 GrowthCap Top 40 Under 40 Investors

Jennifer Baxter Moser | TSG Consumer Partners

Jenny Baxter Moser is a Managing Director at TSG Consumer, having joined the firm in 2007, where she invests in high-growth consumer brands.  At TSG, Jenny focuses on businesses at the intersection of digital and consumer, including investments such as REVOLVE, Backcountry, Vici Collection, Scopely, and e.l.f. Cosmetics.  

Before joining TSG Consumer, Jenny was a consultant at Bain & Company where she worked in several industries, including in Bain's private equity practice. Jenny received a dual degree in Economics and Communications from Stanford University and an MBA from Harvard Business School.

Jenny grew up in the Bay Area and currently resides in San Francisco and Napa.  She has a five-year old daughter, Esmé, and a 100-pound Rhodesian Ridgeback puppy, Mika.

Justin Kulla | tzp group

Justin Kulla joined TZP Group as a Partner of Impact Investing and ESG in May 2020. Mr. Kulla began his career at Credit Suisse where he was an engineer working in New York, London and Zurich, and at Google where he worked in business development. Following business school, Justin joined the Hearst Corporation's venture capital group focused on early stage internet and media investments. In 2010, Justin was a founding member of Weld North, an education technology private equity firm backed by KKR. During his tenure at Weld North, Justin invested in Edgenuity, Imagine Learning, The Learning House and Performance Matters and held senior operating roles including as Chief Technology Officer at Edgenuity. In 2015, Justin founded and served as CEO of BusinessBlocks, an education technology company for working adults and small businesses. BusinessBlocks was acquired in 2017 by AmTrust Financial Services, a Fortune 500 insurance company and following the acquisition Justin served as SVP of M&A and Investments. Justin serves as a member of the Board of Directors of Errigal, Inc., Force Management Holdings, LLC, and ATS Parent, LLC.

Justin holds BS and MISM degrees from Carnegie Mellon University, an MBA from Massachusetts Institute of Technology and an MPA from Harvard University. He's a lecturer and mentor at Stanford, Menlo College, USC, and Tulane, a board advisor at 826 National, and a Term Member on the Council on Foreign Relations.

anthony choe | provenance

Provenance was founded by Anthony Choe, a veteran private equity investor in the consumer space for over 20 years, with experience in leading direct-to-consumer brand investments since 2000. He has worked closely with outstanding brands across multiple categories to help shape aggressive but prudent long-term growth strategies to maximize brand and enterprise value while minimizing risk to the organization.

Prior to founding Provenance, Anthony was a partner at Brentwood Associates, a leading middle-market private equity firm focused on the consumer space, where he joined in 1996.  He was promoted to Principal in 1999, the most rapid promotion to Principal in the Firm’s history.  In 2005 as a Partner, Anthony led Brentwood to focus its strategy on direct-to-consumer brands with high customer loyalty.  He played a leading role in raising the Firm’s first dedicated fund to execute this strategy, which has generated top-quartile MOIC and IRR returns.  In addition, Anthony re-engineered Brentwood’s investment approach, codifying its culture, investment philosophy, criteria, and strategy.  Anthony was also recognized by the Firm’s investors as the author of its most important investment themes across multiple economic cycles. Throughout his investing career, Anthony has been a passionate thought leader in the role of data in the consumer space.

Previously, Anthony was an analyst at Donaldson, Lufkin & Jenrette in New York from 1994-1996, where he focused on mergers & acquisitions, high yield financings, and leveraged buyouts.  Anthony is a Phi Beta Kappa graduate of Harvard College, where he earned a bachelor’s degree in Economics, magna cum laude. In addition to his investing activities, Anthony is a guest lecturer on PE investing at the UCLA Anderson School of Business and is a member of YPO.

Moderator: Michael O’Hara | Consensus Advisors

Michael A. O’Hara is the founder and CEO of Consensus. Since forming Consensus in February 2006, Mr. O’Hara has advised a wide range of companies ranging from early stage consumer companies to publicly traded retailers and leading multi-national commercial lenders. In recent periods, Mr. O’Hara has played a leading role in engagements on behalf of Kohl’s, True Religion Brand Jeans, Toys ‘R Us, Nine West Holdings (including the sale of its Nine West, Bandolino and Easy Spirit division), SKLZ, Jewelry Television, Kettlebell Kitchen, FitVine Wine, GREATS, Ministry of Supply, EvoShield, Olympia Sports and SK Holdings.

Mr. O’Hara is the architect of Consensus’s Retailer Health Ratings® product, an innovative tool for benchmarking retail business (see www.retailerhealth.com) and serves as host of the Consensus Great Brands Show™, our consumer brand conference co-sponsored by the NASDAQ.

Mr. O’Hara is a graduate of the Duke University School of Law – where he was an editor of the law journal Law and Contemporary Problems – and Boston College, where he graduated with the Scholar of the College and magna cum laude designations. He serves as a vice chair of the Finance Commission for the Town of Westwood, Massachusetts, and is a member of the town’s Long Range Planning Committee. Mr. O’Hara is a member of the Bar of the Commonwealth of Massachusetts, and is FINRA Series 7, 24, 63 and 79 certified.