Samina Hydery Burke

Private Equity Investor

Private Equity Fundraiser

Private Equity Speaker

Contact Me

Hello, I’m Samina Hydery Burke

A Private Equity investor turned investor relations professional based in New York City.

10

Years of
Experience

23

Deals
Closed

100+

Fund
Diligences

ABOUT ME

After working in the investment seat for nearly a decade, I see the biggest opportunity to create alpha today to be within investor relations / capital formation. I believe the private equity funds that will endure will pair a solid investment strategy with a first-class investor relations function: deep product expertise, intentional LP targeting, and long-term relationship building with a service-first approach. Why am I fit? I've worked at 3 top quartile PE firms in the investor seat, helped launch an investment firm as interim COO, and began my career doing PE fund due diligence at a renown multi-family office managing $40B+ AUM. My investment experience enables me to speak to the granularities of a deal while also being able to zoom out and speak to broader investment and firm strategy.

Some other things to know about me -

I am a classic ENTJ and Enneagram 3
I am certified to scuba dive and fly small planes; paradoxically, I can neither swim nor remember the last time I drove a car
I settled down in New York after living / working in 10 cities as an adult – moving was a test of adaptability and resourcefulness, not to mention a source of adventure!
I grew up from humble beginnings as a first-gen immigrant from Bangladesh – I would’ve never believed you if you gave me a glimpse into my life today and feel very grateful
I enjoy speaking on panels about alternatives and the PE/VC investment landscape
I’ve traveled to 48 countries – Chile, Nepal, and New Zealand are among my favorites
I am an aunt to seven kids aged 1 to 12 years old and “dog mom” to a mini long-haired dachshund named Sandy
My life’s mission is to help women live lives of agency through financial empowerment and access to healthcare

Resume

Experience

2023 - Present

Alpine Investors

Investor-in-Residence (Principal)

Joined inaugural cohort of program with mandate to launch a $150M investment strategy on behalf of the flagship fund ($17B AUM). First "IIR" to complete New Market Review process and successfully present to Investment Committee.

Summer 2022

Greyhound Capital

MBA Intern

Gained first international investing experience in joining London-based firm for 10 weeks. Created investment process/strategy slides for Fund III marketing deck and quantified value creation activities in Fund I and II deals. Presented to TravelPerk (invested $39M in Series D) ELT in Barcelona with recommendation to enter expense management. Received 1 of only 2 return offers to join investment team full-time out of cohort of summer MBA interns from Harvard and Stanford

Summer 2022

GTCR

Vice President

Joined healthcare private equity team at headquarters (Chicago, IL), evaluating deals, working on portco initiatives (Resonetics), and presenting thesis in the protein characterization market.

2020 - 2021

Turtle Health

Head of Finance & Go-To-Market

Deferred MBA matriculation for a year given impact of COVID on academic experience - spent year with fertility services company as their second full-time hire. Built financial / operating model, led clinical validation of blood testing product, and opened my eyes to life as an "operator".

2018 - 2020

American Securities

Associate

Joined Associate program, evaluating deals across industrials, healthcare, and services. Portfolio / board support for Learning Care Group and Mortgage Contracting Services. Successfully presented a thesis on the fertility space to the Investment Committee, the first time an Associate had done so.

2017 - 2018

SLK Capital

Interim COO and Investor

Joined investment manager on the ICONIQ platform, Steve Kuhn, to help launch a venture firm in Austin, TX on an interim basis before my start date at American Securities. Steve extended an offer for me to stay as a 50/50 Partner given my performance but I ultimately kept my commitment to American Securities to further my investment training.

2016 - 2017

ICONIQ Capital

Investor

Recruited for what is now known as the Investment Strategy Group, the team that completes co-investments, fund investments, and capital allocation decisions on behalf of families. Our families are the leading executives of Silicon Valley including Facebook, Linkedin, and Twitter. Deals closed include endpoint security software company and municipal asset management business, among several others.

Summer 2014 - 2016

J. P. Morgan

Investment Banking Analyst

Investment banking analyst in New York City office; received return offer following two summers. Banking is a rite of passage in our industry and for good reason. I put the finance skills I learned at Wharton to the test and found mentors I'm still in touch with today.

Education

Stanford Graduate School of Business

Masters in Business Administration

Leadership: Co-President of Private Equity Club, Co-President of Women in Management, Campus Investment Partner of MBA Fund, Alumni Advisory Board

Select Elective Courses: Economics of the Private Equity Industry, Investment Management and Entrepreneurial Finance, Corporate Financial Modeling, Fundamentals of Effective Selling, Strategic Communications, Managing Growing Enterprises, Strategic Pivoting, Winning Writing, Startup Garage, Interpersonal Dynamics ("Touchy Feely")

The Wharton School, University of Pennsylania

Bachelors of Science in Economics - Double Major in Finance and Behavioral Economics

Leadership: Wharton Class Chair (elected four consecutive years), Chapter Co-Founder and CEO of Penn Smart Woman Securities, Professor Adam Grant's Impact Lab, Wharton Steering Board, Delta Sigma Pi

Select Elective Courses: Organizational Behavior, Advanced Seminar on Private Equity, Impact Investing, Negotiations, Decision Processes, Behavioral Finance, Creativity, Consumer Behavior, Senior Capstone

Awards and recognition

I'm grateful to have an incredible community in my corner...

Recognized as Forbes 30 Under 30 in Finance category given volume of deals closed, breadth of investment experience, and reputation in the industry. Following a period of nomination solicitations and interview conducted by Forbes, Listers are selected by a judging panel of senior finance executives.

Forbes 30 Under 30

2023, Finance

Voted "Most Likely to Become a Billionaire" by Stanford graduating class during graduation week. Ten superlatives were voted on - others included "Most Likely to Build a Unicorn", "Most Likely to teach at the GSB", and "Most Eligible GSB Bachelor". I'm not motivated by personally accumulating this level of wealth but I was honored by my classmates' conviction in my success.

Stanford GSB Class of 2023

Graduation Superlative

The FWSF Scholarship Fund provides 5 graduate scholarships to San Francisco Bay Area women pursuing careers in financial services. Recipients are selected based on their work experience, letters of recommendation, and interviews with a judging panel of FWSF senior members.

Financial Women of San Francisco

2022 Scholarship Recipient

First place winner (out of 72 competing teams) of Stanford Executive Challenge. Executive Challenge is a day-long simulation all incoming GSB graduates complete at the conclusion of the course, Leadership Labs. My teammate and I were awarded first place by the panel of judges (which included Fortune 500 executives) based on our 30-minute board presentation and handling of Q&A.

Stanford Executive Challenge

2021 Winning Team

Skills

Investment + Manager Due Diligence

Negotiations

Strategic Communications

Project Management

Example Projects

Diligenced 100+ investment opportunities across emerging fund managers (venture, growth, buyout) through return benchmarking, meetings with senior investor relations professionals and GPs, case study reviews, and reference checks. Underwritten managers include VMG Partners, Clearlake Capital, and Altamont Partners.
Established firmwide asset allocation and IC process for multi-family office as part of cross-functional "Core Projects" team. Launched model portfolios, strategic / tactical weighting framework, and commingled PE vehicle to support institutional-grade investing.
Drafted fundraising materials for first-time fund from scratch including marketing deck, case studies, private placement memorandum, and LPA. Successfully pitched fund in Austin, Dallas, NYC, and Boca Raton to family offices, hitting hard cap in 3 months through strategic LP targeting and storytelling.
Evaluated $1B+ prospective investment in global specialty chemicals manufacturer, diligencing market and performance in each of company’s 6 sectors and multiple geographies; synthesized findings in IC presentation and financial model to propose final bid.
Prepared time-sensitive returns analysis to support firm's decision to restructure a struggling portfolio company; executed add-on M&A for further EBITDA runway and debt covenant relief in parallel.
Wrote quarterly internal investment committee and LP communications for two portfolio companies at middle market PE fund. Curated content in direct collaboration with respective portco CEOs and CFOs.
Evaluated go-forward M&A strategy for investment, comparing $1.6B TEV transformative merger with medical device manufacturer against the company’s historical tuck-in strategy; modeled different cases (merger, status quo, no M&A) and presented to Board.
Drafted case studies for global private equity fund raising Fund III. Identified Fund I and Fund II early winners, tying deal statistics and value creation initiatives to fund strategy. Coached portco executives with key talking points for reference calls.
Evaluated market theses for new platform launch through market research, sourcing, and financial modeling. Managed a Senior Associate and Analyst to build LBO, operating model, and IC materials; led all IC communications. Codified work into templates and best practices for future employees in program.
Closed $100M of add-on deals for a services aggregator, quarterbacking deal analysis, business diligence, legal negotiations, personnel changes, and operational integration (payroll / benefits / financial systems).
Worked with cross-functional team to enable a “100 Year Firm”: 1) fundraising strategy (GP stake valuation, evergreen vehicle), 2) exit framework (CV, IPO, strategic/sponsor sales), and 3) people strategy.

Tool Stack

MS Excel

100%
MS Word

100%
CapIQ and Bison LP

100%
PowerPoint

100%
Salesforce and Asana

100%
ChatGPT and Internal AI Tools

100%

Community Engagement

Selected Forbes 30 Under 30 List - Finance

An investor in residence at Alpine Investors, Hydery Burke is responsible for deploying $150 million of its $4.5 billion private equity fund. Across her career, Hydery Burke has closed 19 transactions across venture, growth, M&A buyouts, fund commitments and co-investments. After five years in various roles, Hydery Burke developed a thesis in the fertility space that inspired her to join the founding team of Turtle Health, an online platform offering medical grade, at-home fertility testing. She left Turtle Health to start her MBA program, out of which she was recruited by Alpine.

Women's History Month - Poets & Quants Stanford GSB Spotlight

On her investment team, she was usually either the only woman or one of two women. “At the GSB, all of a sudden I was surrounded by 200 women who were all super ambitious, came from professional backgrounds, and wanted to make an impact,” she says.

Alongside Arora, she became co-president of the Women in Management Club. In order to continue amplifying female voices, Hydery believes that it’s important to continue having clubs like it in the post-business school world – and have men be part of the conversations, too. Plus, like Arora and Sullivan, she thinks that mentorship is key. “One of the most fulfilling things I do now is serve as a role model by proactively helping women in their application processes,” says Hydery.

For women who are in the process of applying – or even thinking about applying – to business school, Hydery has some advice. “Frame the MBA admissions process as a journey of self-reflection and try to write the application for yourself rather than for the admissions team,” she says. “Depersonalize the admissions results as much as possible; the decisions you receive are not at all an indication of your worth.”

Read more at: Poets and Quants Spotlight

Fireside Chat with Whitney Wolfe Herd and Katrina Lake, CEO and Founders of Bumble (NASDAQ: BMBL) and Stitch Fix (NASDAQ: SFIX)

Fireside Chat with Sallie Krawcheck, CEO and Founder of Ellevest

Roundtable with Former US Secretary of State Condoleezza Rice

Fireside Chat with Sandra Horbach, Head of North American Private Equity at Carlyle, and Maya Chorengel, Managing Partner of The Rise Fund (TPG)

Media Trained by Fox News Contributor Dave Maney

Selected Stanford GSB BOLD Fellow

“I hope to improve leadership diversity by continuing to build women’s healthcare solutions and invest behind diverse founders.”

Stanford Graduate School of Business is a place where anything and everything is possible. It’s where the boundaries of knowledge are pushed beyond what’s imaginable — where diverse ideas and perspectives aren’t just accepted, they’re encouraged and embraced. The mission of the Building Opportunities for Leadership Diversity Fellows Fund is to further Stanford University’s commitment to diversity and inclusion.

Interview with FinUprise - Excerpt

"How can we run the world if we don't own the world?"

What do you want to say on the topic of women investing?

Here are some eye-opening facts: Women control 70%-80% of all consumer purchasing today. Women are also projected to inherit 70% of the coming “Great Wealth Transfer” between Boomers and our generation. Yet while women earn more than ever before, and are expected to inherit even more, they invest 40% less, on average, than men. And we lose out on big gains over our lifetimes as a result. Women retire with two-thirds as much retirement [1] income as men do, despite living six to eight years longer [2]. I’m surprised by how little this is discussed relative to the gender wage gap. Unlike our wages, we have full control over our investing and we are leaving money on the table: $100 per day, $4 per hour, $3,000 a month [3].

In addition to providing for retirement, money has become a clearer source of power and instrument for change. Aside from being a store of value, money finances integral parts of society such as elections, new businesses, old businesses, and academic research. So between politics, entrepreneurship, public company boards, and healthcare research, it’s no coincidence that these are also areas where women do not have equal representation at the table. In short, women’s reluctance to invest in the markets diminishes our voice – and our vote – in the global economy. How can we run the world if we don’t own the world?

Jury of the Women in Tech COVID Grants and Emerging Tech Grants

The COVID-19 pandemic has exposed societal and industrial vulnerabilities and diverse perspectives are vital to address these unique challenges. The COVID-19 Tech Grant was designed to fund women-led ventures focused on solving the biggest health, education, employment, civic engagement, and financial issues related to the COVID-19 global pandemic.

The Innovation Grant was awarded to Patientory, a population health data management and analytics company that leverages blockchain to gather siloed healthcare data to empower patients, medical professionals, healthcare organizations, and employers with actionable insights into healthcare data to improve population health outcomes.

The Impact Grant was awarded to Caribu, the leading educational family entertainment platform, specifically designed for kids ages 1-13 to have a virtual playdate, allowing them to draw simultaneously and play games in real-time with family and friends when they can’t be physically together.

Sponsored by Google, Johnson & Johnson (Innovation JLabs), and Women of Wearables

Emerging Technology Grant coming soon!

Wharton/Penn - Smart Woman Securities meets Warren Buffett

“We sat across Buffett for a private three-hour roundtable dinner, solely with us members of SWS, at his favorite steakhouse, Gorat’s. As we were the first student group to meet with Buffett after the release of his most recent Annual Shareholder’s Letter, questions arose about his past investments, future projections and succession plan. My most valuable takeaways, however, came in the form of his sage life lessons. Buffett did not preach specific tenets or formulas, but rather he offered three thought experiments that we could use to reassess our worldly outlooks, self-awareness and communities.”

Philanthropy in Kenya with The Nobelity Project

CONTACT

saminahburke@gmail.com

Address

New York City, USA