Investing in private companies – either through equity or debt – are two of the most popular and successful alternative investment strategies used by institutional investors and family offices. In recent years, there has also been increased access for high net worth and retail investors. This event is an excellent opportunity to learn about these two dynamic, complex, and complementary strategies and hear from experienced practitioners and investors.

6–6:50 p.m. Networking

7–8 p.m. Panel Discussion with Q&A 

Tickets are limited to 25 for students & staff, and 55 for the general public.

General public registration on Eventbrite.

Davidson College students and employees can register via Handshake


  • Kelly Lineberger (Partner at Ridgemont Equity Partners, Davidson College alumna)
  • Grady Frank (Partner at GoldenTree Asset Management)
  • Caroline Dallas (Director, Global Endowment Management, Davidson College alumna)

Moderator: Ray Jacobson, Chief Investment Officer, Davidson College

Co-presented by Davidson College and Charlotte Business School Alliance (CBSA)