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Cari Lodge
Managing Director
Hong Pan
Managing Director
Stephen Talbot
Managing Director
George Wu, CFA
Managing Director
Adrian Lim
Associate
Lawrence Shoykhet
Associate
Paul Woolhouse
Senior Analyst
Owen Gannon
Analyst
Feray Ok
Analyst
Gabriel Ruiz
Analyst
Emily Schuster
Analyst
Nathan Lee
Analyst
Alexander King
Analyst
Rachael Kong
Analyst
Cari Lodge is Head of Secondaries, a member of the CF Private Equity Investment Committee, Board of Directors, and Senior Executive Group. She oversees the origination, evaluation, structuring and negotiation of secondaries transactions as well as the portfolio construction, monitoring and fundraising of the firm’s secondary funds. Additionally, Cari contributes to the firm’s buyout, growth equity, venture capital, and real assets and sustainability strategies. Cari has over 23 years of secondaries experience and has closed over 495 secondary transactions for greater than $3.3 billion in total exposure. She began her career at Donaldson, Lufkin and Jenrette (which merged with Credit Suisse in 2000) as an Associate in Investment Banking. She spent 12 years with Credit Suisse’s Secondary Team, Strategic Partners, since its founding in 2000, and served as a member of the Investment Committee. Prior to joining CF Private Equity, Cari was at Tulane University’s Investment Management Office where she was responsible for overseeing the private equity and private real assets investments for the endowment. She is presently a member of the advisory board of several private equity limited partnerships. Cari is also a member of the Investment Committee of her alma mater, The Hotchkiss School. In 2022, she was recognized by PEI as one of the top ten women of influence in private markets. Cari received an A.B. from Dartmouth College in both Economics and Government and an M.B.A. from Columbia Business School.
Hong Pan is a member of the Secondaries team at CF Private Equity and is engaged in the origination, evaluation, underwriting, and execution of secondary investments. Additionally, he contributes to the firm’s buyout, growth equity, venture capital, and real assets and sustainability strategies. Prior to joining CF Private Equity, Hong worked at Oppenheimer & Co. in its investment banking division, advising corporate clients on mergers & acquisitions and capital markets transactions. Hong holds a B.S. in Business Administration from the University of North Carolina at Chapel Hill, where he graduated with Distinction.
Stephen Talbot is a member of the Secondaries team at CF Private Equity and is engaged in the origination, evaluation, underwriting, and execution of secondary investments. Additionally, he contributes to the firm’s buyout, growth equity, venture capital, and real assets and sustainability strategies. Prior to joining CF Private Equity, Stephen worked at BB&T Capital Markets in its investment banking division, advising corporate clients on mergers & acquisitions and capital markets transactions. Stephen holds a B.S. in Business and Enterprise Management from Wake Forest University.
George Wu is a member of the Secondaries team at CF Private Equity and is engaged in the origination, evaluation, underwriting, and execution of secondary investments. Additionally, he contributes to the firm’s buyout, growth equity, venture capital, and real assets and sustainability strategies. Prior to joining CF Private Equity, George worked at Morgan Stanley in its investment banking division, advising corporate clients on mergers & acquisitions and capital markets transactions. George holds a B.S. in Business Administration and a B.S. in Mathematics/Economics from the University of Southern California. George is also a CFA charterholder.
Adrian Lim is a member of the Secondaries team at CF Private Equity and is engaged in the transaction, underwriting and execution of secondary investments. He previously worked as a Secondaries Summer Analyst at CF Private Equity and an Investment Banking Summer Analyst at Dowling Hales. Adrian earned a B.S. in Information Science from Cornell University.
Lawrence Shoykhet is a member of the Secondaries team at CF Private Equity and is engaged in the evaluation, underwriting and execution of secondary investments. He was previously a Summer Analyst on the Secondaries Team at CF Private Equity. Lawrence earned a B.S. in Industrial & Labor Relations from Cornell University.
Paul Woolhouse is a member of the Secondaries team at CF Private Equity and is engaged in the transaction, underwriting and execution of secondary investments. Prior to joining CF Private Equity, he worked as a Corporate FP&A Summer Analyst at Aptiv PLC. Paul earned a B.S. in Business Administration concentrating in Finance from Carnegie Mellon University.
Owen Gannon is a member of the Secondaries team at CF Private Equity and is engaged in the transaction, underwriting and execution of secondary investments. He previously worked as a Secondaries Summer Analyst at CF Private Equity. Owen earned a B.A. in Economics from the University of Notre Dame.
Feray Ok is a member of the Secondaries team at CF Private Equity and is engaged in the transaction, underwriting and execution of secondary investments. She was previously a Summer Analyst on the Secondaries Team at CF Private Equity. Feray earned a B.A. in Economics from Dartmouth College.
Gabriel Ruiz is a member of the Secondaries team at CF Private Equity and is engaged in the transaction, underwriting and execution of secondary investments. Prior to joining CF Private Equity, he worked as a Financial Reporting Summer Analyst at Valuation Research Corporation. Gabriel earned a B.A. in Economics from Yale University.
Emily Schuster is a member of the Secondaries team at CF Private Equity and is engaged in the transaction, underwriting and execution of secondary investments. Prior to joining CF Private Equity, she worked as an Institutional Equity Sales & Trading Summer Analyst at Morgan Stanley. Emily earned a B.A. in Engineering from Dartmouth College.
Nathan Lee is a member of the Secondaries team at CF Private Equity and is engaged in the transaction, underwriting and execution of secondary investments. He was previously a Summer Analyst on the Secondaries Team at CF Private Equity. Nathan earned a B.S. in Business concentrating in Finance from the Leonard N. Stern School of Business at New York University.
Alexander King is a member of the Secondaries team at CF Private Equity and is engaged in the transaction, underwriting and execution of secondary investments. He was previously a Summer Analyst on the Secondaries Team at CF Private Equity. Alexander King earned a B.S. in Business Administration from the Marshall School of Business at the University of Southern California.
Rachael Kong is a member of the Secondaries team at CF Private Equity and is engaged in the transaction, underwriting and execution of secondary investments. She was previously a Summer Analyst on the Secondaries Team at CF Private Equity. Rachael earned a B.A. in Economics and English from Cornell University.
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