Event Speakers

CAIA Southwest Webcast - Secondaries 2025

  • Date: May 28, 2025
  • Location: Webinar

Speakers

Mitch Clemente
Organization: Pathway Capital Management


Mr. Clemente joined Pathway in 2018 and is a director and co-head of secondaries in the California office. His responsibilities include investment analysis and conducting due diligence on primaries, secondaries, and direct equities; investment monitoring; performance analysis; client reporting; and client servicing. Prior to joining Pathway, Mr. Clemente was a vice president in Greenhill & Co.’s capital advisory group, where he focused on secondary transaction sourcing and execution. Prior to joining Greenhill, Mr. Clemente was a financial analyst with Houlihan Lokey, Inc. He received a BS in finance and international business from New York University’s Leonard N. Stern School of Business.


Anna Morrison
Organization: bfinance


Anna leads the Private Equity research team, joining bfinance in October 2020. Anna is an experienced institutional investor within the private equity asset class and has an extensive fund and secondaries investing track record covering the US, Europe and Asia. Anna joined from IFM Investors, where she spent nearly 20 years managing globally focused fund of funds programmes with over USD 1.5bn in commitments. Anna received a Bachelor of Economics from the University of Tasmania and a Masters of Applied Finance from the University of Sydney.


Mario Valverde


Mario serves as chapter co-head for CAIA Southwest. Previously, he held senior roles in institutional sales at BlackRock, State Street Global Advisors, and Nuveen. He holds a B.S. in Finance and International Business from NYU Stern School of Business, as well as Chartered Financial Analyst® and Chartered Alternative Investment Analyst certifications. Born in Mexico City and raised in Tijuana, Mario today is proudly living the American Dream.