Paul Begala Political Analyst and Commentator CNN Paul Begala is a commentator for CNN, where he is part of the political team that has won both an Emmy and a Peabody Award. In the 2012 campaign, he was a senior adviser for the pro-Obama Super PAC, making Mr. Begala one of the few people to play a critical role in electing two different presidents. After helping engineer Bill Clinton’s presidential campaign with his partner, James Carville, Mr. Begala served as Counselor to the President, one of Clinton’s closest aides. He has consulted for political campaigns across the country and around the world, including advising politicians in Europe, Latin America, the Caribbean and Africa. Former President Bill Clinton described his longtime friend and former aide as “a witty dynamo from Sugar Land, Texas...who brought energy, focus and credibility to our efforts.” Secretary of State Hillary Clinton says Mr. Begala “embodies a passion for populism with a commitment to civility, no easy feat.” And radio talk show host Rush Limbaugh has said of Mr. Begala, “If you don’t know who The Forehead is, Paul Begala, he’s the guy, the kid that played the banjo on the bridge in the movie Deliverance.” He helped his friend John F. Kennedy, Jr. launch the political magazine George and wrote the “Capitol Hillbilly” column, and is the author of several New York Times best-selling political books. Mr. Begala is an affiliated professor of Public Policy at Georgetown University. He has also taught at the University of Texas and the University of Georgia. Along with James Carville and GOP strategist Karl Rove, he was a recently inducted into the American Association of Political Consultants’ Hall of Fame. Mr. Begala received his bachelor’s degree in Government and his law degree from the University of Texas at Austin, where he was the student body president. Mike Bingle Managing Partner and Managing Director Silver Lake Partners Mike Bingle joined Silver Lake in 2000 and is a Managing Partner and Managing Director. Prior to joining Silver Lake, Mr. Bingle was a Principal at Apollo Management, L.P., then a large-scale, generalist private equity firm. Prior to Apollo, he worked in the Investment Banking Division of Goldman, Sachs & Co. Mr. Bingle serves on the boards of directors of Ancestry.com, Fanatics, Inc., Gartner, Inc. and SolarWinds, Inc. He also serves on the Board of Visitors of Duke University’s School of Engineering, as a Trustee of Brunswick School, and as a member of the Council on Foreign Relations. Previously, Mr. Bingle was a Director of Ameritrade Holding Corp., Datek Online Holdings, Inc., Gerson Lehrman Group, Inc., Interactive Data Corporation, IPC Systems, Inc., Instinet, Inc., Mercury Payment Systems, and Virtu Financial, LLC. Mr. Bingle received a B.S.E. in Biomedical Engineering from Duke University.
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Paul Begala
Political Analyst and Commentator
CNN
Paul Begala is a commentator for CNN, where he is part of the political team that has won both an Emmy and a Peabody Award. In the 2012 campaign, he was a senior adviser for the pro-Obama Super PAC, making Mr. Begala one of the few people to play a critical role in electing two different presidents. After helping engineer Bill Clinton’s presidential campaign with his partner, James Carville, Mr. Begala served as Counselor to the President, one of Clinton’s closest aides. He has consulted for political campaigns across the country and around the world, including advising politicians in Europe, Latin America, the Caribbean and Africa. Former President Bill Clinton described his longtime friend and former aide as “a witty dynamo from Sugar Land, Texas...who brought energy, focus and credibility to our efforts.” Secretary of State Hillary Clinton says Mr. Begala “embodies a passion for populism with a commitment to civility, no easy feat.” And radio talk show host Rush Limbaugh has said of Mr. Begala, “If you don’t know who The Forehead is, Paul Begala, he’s the guy, the kid that played the banjo on the bridge in the movie Deliverance.” He helped his friend John F. Kennedy, Jr. launch the political magazine George and wrote the “Capitol Hillbilly” column, and is the author of several New York Times best-selling political books. Mr. Begala is an affiliated professor of Public Policy at Georgetown University. He has also taught at the University of Texas and the University of Georgia. Along with James Carville and GOP strategist Karl Rove, he was a recently inducted into the American Association of Political Consultants’ Hall of Fame. Mr. Begala received his bachelor’s degree in Government and his law degree from the University of Texas at Austin, where he was the student body president.
Mike Bingle
Managing Partner and Managing Director
Silver Lake Partners
Mike Bingle joined Silver Lake in 2000 and is a Managing Partner and Managing Director. Prior to joining Silver Lake, Mr. Bingle was a Principal at Apollo Management, L.P., then a large-scale, generalist private equity firm. Prior to Apollo, he worked in the Investment Banking Division of Goldman, Sachs & Co. Mr. Bingle serves on the boards of directors of Ancestry.com, Fanatics, Inc., Gartner, Inc. and SolarWinds, Inc. He also serves on the Board of Visitors of Duke University’s School of Engineering, as a Trustee of Brunswick School, and as a member of the Council on Foreign Relations. Previously, Mr. Bingle was a Director of Ameritrade Holding Corp., Datek Online Holdings, Inc., Gerson Lehrman Group, Inc., Interactive Data Corporation, IPC Systems, Inc., Instinet, Inc., Mercury Payment Systems, and Virtu Financial, LLC. Mr. Bingle received a B.S.E. in Biomedical Engineering from Duke University.
David Bonderman
Chairman and Founding Partner
TPG
David Bonderman is a Founding Partner of Texas Pacific Group (TPG). TPG generally makes significant investments in operating companies through acquisitions and restructurings across a broad range of industries globally. TPG and its affiliates have approximately $74 billion in assets under management. TPG’s portfolio companies have combined revenues of over $100 billion, operate in more than 100 countries and employ approximately 600,000 people. TPG’s investments have included American Tire Distributors, Continental Airlines, Burger King, Par Pharma, Petco, Lenovo, Shriram Capital, China Grand Auto, J. Crew, and IMS Health. Prior to forming TPG in 1992, Mr. Bonderman was Chief Operating Officer of the Robert M. Bass Group, Inc. (RMBG), now doing business as Keystone Group, L.P. in Fort Worth, Texas. Prior to joining RMBG in 1983, Mr. Bonderman was a Partner in the law firm of Arnold & Porter in Washington, D.C., where he specialized in corporate, securities, bankruptcy and antitrust litigation. From 1969 to 1970, Mr. Bonderman was a Fellow in Foreign and Comparative Law in conjunction with Harvard University, and from 1968 to 1969, he was Special Assistant to the U.S. Attorney General in the Civil Rights Division. From 1967 to 1968, Mr. Bonderman was Assistant Professor at Tulane University School of Law in New Orleans. Mr. Bonderman graduated magna cum laude from Harvard Law School in 1966. He was a member of the Harvard Law Review and a Sheldon Fellow. He is a 1963 graduate of the University of Washington in Seattle. Mr. Bonderman serves on a number of boards, including: Kite Pharma; Uber Technologies, Inc.; and Ryanair Holdings, plc, of which he is Chairman. In addition, he serves on the boards of The Wilderness Society and the Grand Canyon Trust. Frank P. Brosens
Co-Founder and Chairman
Taconic Capital Advisors
Frank Brosens is a Co-Founder of Taconic. He is primarily involved in management and risk control. Mr. Brosens spent 15 years at Goldman, Sachs & Co., where he was a General Partner. While at Goldman, Sachs & Co., he was Head of the risk arbitrage area, the stock options business, the equity derivatives area, the Japanese warrants business (which he co-founded), as well as Co-Head of the energy trading business. Mr. Brosens is a member of the Boards of Directors for the Economic Club of New York and the Peterson Institute for International Economics. He formerly served as Chairman of the Board of the Northern Westchester Hospital and as a member of the Board of Directors at PRINCO, the Princeton University Investment Company. Mr. Brosens received a B.S.E. in Mechanical & Aerospace Engineering, magna cum laude, from Princeton University in 1979, where he was elected to Phi Beta Kappa.
Brian J. Carlin
Chief Executive Officer, Banking & Investment Solutions
Wealth Management & Investment Solutions, J.P. Morgan
Brian Carlin is the Chief Executive Officer for Banking & Investment Solutions and Co-Head of the Wealth Management & Investment Solutions division at JPMorgan Chase. He is responsible for all wealth management products, services and platforms, including investments, lending, banking, technology and operations. He also oversees the Digital Wealth Management and Institutional Wealth Management businesses, and is a member of the Asset Management Operating Committee. Previously, Mr. Carlin was Chief Financial Officer for J.P. Morgan Asset Management, responsible for all aspects of financial reporting, planning, analysis and strategy. Prior to that, he was Global Head of Products & Investment Solutions for J.P. Morgan’s Global Wealth Management business. In this role, he oversaw all investment solutions globally, as well as loans, mortgages, deposits, custody, trusts & estates, and Advice Lab.
Mr. Carlin joined J.P. Morgan in 2001 as a member of the Private Bank Strategy Team, working with the Chief Investment Officer and Global Head of Equities to develop strategies and investment solutions. In 2004, he was appointed Head of Taxable Fixed Income, and assumed responsibility for all of Fixed Income, Currency and Commodities in the Private Bank. Mr. Carlin is a graduate of American University (B.S.) and Georgetown University (M.B.A.). He holds the Certified Financial Planner™ designation. He lives in New Jersey with his wife and three children.
Tucker Carlson
Host, Tucker Carlson Tonight
Founder, The Daily Caller
Tucker Carlson is the Host of Tucker Carlson Tonight, airing primetime on FOX, and the Founder of The Daily Caller, one of the largest and fastest-growing news sites in the country. Mr. Carlson was previously Co-Host of Fox and Friends Weekend.
He joined FOX from MSNBC, where he hosted several nightly programs. Previously, he was also Co-Host of Crossfire on CNN, as well Host of a weekly public affairs program on PBS. A longtime newspaper and magazine writer, Mr. Carlson has reported from around the world, including dispatches from Iraq, Pakistan, Lebanon and Vietnam. He has been a columnist for New York magazine and Reader’s Digest. Mr. Carlson began his journalism career at the Arkansas Democrat-Gazette newspaper in Little Rock. His most recent book is entitled Politicians, Partisans and Parasites: My Adventures in Cable News. He appeared on the third season of ABC’s Dancing with the Stars. In this penetrating look at today’s political climate, Mr. Carlson takes audiences behind closed doors, offering a candid, up-to-the-moment analysis of events as they unfold. From a look at Congress and the agenda ahead for the next Administration, to behind-the-scenes stories from his time following Donald Trump and his campaign during the 2016 race for the White House, you can always count on Mr. Carlson for a witty, informative and frank take on the future of the Republican party and all things political.
Michael Cembalest
Chairman of Market and Investment Strategy
J.P. Morgan Asset Management
Michael Cembalest is the Chairman of Market and Investment Strategy for J.P. Morgan Asset Management, a global leader in investment management and private banking with $1.8 trillion of client assets under management worldwide (as of September 30, 2016). He is responsible for leading the strategic market and investment insights across the firm’s Institutional, Funds and Private Banking businesses. Mr. Cembalest is also a member of the J.P. Morgan Asset Management Investment Committee and a member of the Investment Committee for the J.P. Morgan Retirement Plan for the firm’s more than 235,000 employees. Mr. Cembalest was most recently Chief Investment Officer for the firm’s Global Private Bank, a role he held for eight years. He was previously head of a fixed income division of Investment Management, with responsibility for high grade, high yield, emerging markets and municipal bonds. Before joining Asset Management, Mr. Cembalest served as head strategist for Emerging Markets Fixed Income at J.P. Morgan Securities. Mr. Cembalest joined J.P. Morgan in 1987 as a member of the firm’s Corporate Finance division. Mr. Cembalest earned an M.A. from the Columbia School of International and Public Affairs in 1986 and a B.A. from Tufts University in 1984.
Kelly C. Coffey
Chief Executive Officer
J.P. Morgan U.S. Private Bank
Kelly Coffey is Chief Executive Officer of J.P. Morgan U.S. Private Bank, one of the largest providers of wealth management services with more than $650 billion in client assets. She is a member of the Asset Management Operating Committee and also serves as the Executive Sponsor for the Asset Management Women’s Network. Prior to joining the Private Bank, Ms. Coffey spent more than 20 years at J.P. Morgan Investment Bank, where she held a variety of leadership positions, including the Head of Diversified Industrials Investment Banking, Head of Equity, FX & Interest Rate Derivatives Marketing, and Head of Corporate Finance Advisory in North America. Ms. Coffey began her career in Mergers & Acquisitions and spent six years working in Buenos Aires, Argentina. She also chaired J.P. Morgan’s Reputation Risk Committee in North America and led the Investment Bank’s Women’s Network. Ms. Coffey earned her bachelor’s degree in International Affairs and French from Lafayette College, and holds a Master of Science in Foreign Service with a concentration in International Business from Georgetown University. She is Chairman of the Board of Trustees for the Marymount School, and sits on the boards of the Central Park Conservancy and Knowledge Is Power Program (KIPP), a public charter school in New York City. Ms. Coffey lives in New York City with her husband and daughter.
Andrew L. Cohen
Chief Executive Officer
J.P. Morgan International Private Bank Andrew Cohen is Chief Executive Officer of J.P. Morgan International Private Bank, which represents businesses and operations in Asia, Europe, the Middle East and Africa, and Latin America. Based in Hong Kong, Mr. Cohen is responsible for building out the Asia-Pacific business as the Chief Executive Officer for the Asia Private Bank and also overseeing the international platform globally. Prior to moving to Asia, he was Head of J.P. Morgan Private Bank’s Southern California Region, based in Los Angeles and, previously, he also worked with ultra-high-net-worth families in Northern Europe and the Eastern Mediterranean region, based in London and Geneva, respectively. Mr. Cohen holds a Bachelor of Economics from Monash University in Melbourne, Australia, and attended the Executive Program of Global Leadership and Public Policy for the 21st Century at the John F. Kennedy School of Government of Harvard University. He is a member of the J.P. Morgan Private Bank Asia-Pacific Executive Committee and the Wealth Management & Investment Solutions Operating Committee. He is also an alumnus of the Young Global Leaders Forum (World Economic Forum) and a member of the Hong Kong Forum. In his spare time, he enjoys skiing, sailing, philanthropy and traveling.
Aaron Cowen
Founder and Portfolio Manager
Suvretta Capital Management, LLC
Aaron Cowen is the Founder and Portfolio Manager of Suvretta Capital Management, a $2.6 billion hedge fund in its fifth year of operation. Suvretta is focused on generating positive absolute returns in a variety of market environments, primarily investing in equity securities, both long and short, with an emphasis on an “industry before company” investment philosophy. Mr. Cowen has over 19 years of experience as a Portfolio Manager and Research Analyst. Prior to forming Suvretta, he served as a Portfolio Manager at Soros Fund Management, where he independently managed the largest long/short equity portfolio with AUM of $800 million and more than $1 billion in gross exposure. While at Soros Fund Management, Mr. Cowen also advised CIO Keith Anderson on managing a larger center book of equities and led a team of research analysts.
From 2008 to 2010, Mr. Cowen served as the Chief Investment Officer at SAC Capital Management, where he co-managed the multibillion-dollar central investment portfolio with founder Steven Cohen. From 2002 to 2008, he was a Partner and
Managing Director at Karsch Capital Management, where he played an integral role in growing AUM from $230 million to $3.3 billion and managed a significant portion of the capital. From 1994 to 2001, Mr. Cowen worked as a Research Analyst at Fidelity Investments, The Baupost Group, and Lehman Brothers.
Mr. Cowen graduated summa cum laude with a B.S. in Finance and a B.S.E. in Bioengineering from The Wharton School at the University of Pennsylvania in 1994. He also earned an M.B.A. from MIT Sloan School of Management in 2002.
Disque D. Deane, Jr.
Co-Founder and CIO of WAM, President of WPI
Water Asset Management LLC
Disque Deane has spent the past two decades in the water industry with a focus on water resources, infrastructure development and general water investing. Prior to co-founding Water Asset Management LLC, he founded and held senior management positions as the President of Layne Water Development and Storage (a joint venture with Layne Christensen Company), and as Senior Vice President of Vidler Water Company (a subsidiary of Pico Holdings). In 2011, Mr. Deane joined the Board of Advisors of the Nicholas Institute for Environmental Policy Solutions at Duke University. Mr. Deane began his professional career with Lazard in Paris and London after graduating from Duke University in 1982 and from I.N.S.E.A.D. in 1985. Barry Diller
Chairman and Senior Executive, IAC
Chairman and Senior Executive, Expedia, Inc.
Barry Diller is the Chairman and Senior Executive of IAC and the Chairman and Senior Executive of Expedia, Inc.
IAC is a leading media and Internet company comprising some of the world’s most recognized brands and products, such as HomeAdvisor, Vimeo, About.com, Dictionary.com, The Daily Beast, Investopedia, and Match Group’s online dating portfolio, which includes Match, OkCupid and Tinder. IAC’s family of websites is one of the largest in the world, with over two billion monthly visits across more than 100 countries. The company is headquartered in New York City and has offices worldwide.
Expedia, Inc. is the largest travel company in the world with an extensive brand portfolio that includes some of the world’s leading online travel brands, such as: Expedia.com®, Hotels.com®, Hotwire.com®, Expedia® Affiliate Network, Egencia®, eLong™, Venere.com™ and trivago®, in addition to the related international points of sale. The company delivers consumers value in leisure and business travel, drives incremental demand and direct bookings to travel suppliers, and provides advertisers with the opportunity to reach a highly valuable audience of in-market travel consumers. From 1995 to late 2010, Mr. Diller served as the Chairman and the Chief Executive Officer of IAC. Since December 1992, beginning with QVC, Mr. Diller has served as Chief Executive for a number of predecessor companies engaged in media and interactivity prior to the formation of IAC. From October 1984 to April 1992, Mr. Diller served as Chairman and Chief Executive Officer of Fox, Inc. and was responsible for the creation of Fox Broadcasting Company in addition to Fox’s motion picture operations. Before joining Fox, Mr. Diller served for 10 years as the Chairman and Chief Executive of Paramount Pictures Corporation. In March 1983, in addition to Paramount, Mr. Diller became President of the conglomerate’s newly formed Entertainment and Communications Group, which included Simon & Schuster, Inc., Madison Square Garden Corporation and SEGA Enterprises, Inc. Prior to joining Paramount, Mr. Diller served as Vice President of Prime Time Television for ABC Entertainment.
Mr. Diller was born in San Francisco and raised in Beverly Hills. He serves on the board of The Coca-Cola Company. He is also a member of The Business Council, and serves on the Dean’s Council of the New York University Tisch School of the Arts, the Board of Councilors for the School of Cinema-Television at the University of Southern California, and the Advisory Board for the Peter G. Peterson Foundation.
Jamie Dimon
Chairman and Chief Executive Officer
JPMorgan Chase & Co.
Jamie Dimon is Chairman of the Board and Chief Executive Officer of JPMorgan Chase & Co., a global financial services firm with assets of $2.4 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers, small business, commercial banking, financial transaction processing and asset management. Mr. Dimon became CEO on January 1, 2006, and one year later also became Chairman of the Board. He was named President and Chief Operating Officer upon the company’s merger with Bank One Corporation on July 1, 2004. Mr. Dimon joined Bank One as Chairman and CEO in 2000. Mr. Dimon began his career at American Express Company. Next, he served as Chief Financial Officer and then President at Commercial Credit, which made numerous acquisitions and divestitures, including acquiring Primerica Corporation in 1987 and The Travelers Corporation in 1993. Mr. Dimon served as President and Chief Operating Officer of Travelers from 1990 through 1998 while concurrently serving as Chief Operating Officer of its Smith Barney Inc. subsidiary before becoming Co-Chairman and Co-CEO of the combined brokerage following the 1997 merger of Smith Barney and Salomon Brothers. In 1998, he was named President of Citigroup Inc., the global financial services company formed by the combination of Travelers Group and Citicorp. Mr. Dimon earned his bachelor’s degree from Tufts University and holds an M.B.A. from Harvard Business School.
John R. Duffy
Global Head of Institutional Wealth Management
J.P. Morgan Private Bank
John Duffy is a Vice Chairman of J.P. Morgan Private Bank and Global Head of Institutional Wealth Management. In this role, Mr. Duffy is focused on servicing the needs of many of the largest and most sophisticated clients of J.P. Morgan Private Bank, with a particular focus on direct and co-investment opportunities in private/family-owned companies. Mr. Duffy previously served as CEO of the U.S. Private Bank, where he was responsible for overseeing one of the largest providers of wealth management services. He is a member of the J.P. Morgan Private Bank Operating Committee, the senior leadership group responsible for strategic matters within the Private Bank. Mr. Duffy has also served as the Vice Chairman of the U.S. Private Bank and Head of the Private Bank’s Northeast Investment business. Early in his career, he held leadership positions in the Corporate & Investment Bank. He has been with J.P. Morgan since 1982. Mr. Duffy is a graduate of the College of the Holy Cross and New York University, Stern School of Business. William H. Eigen III
Head of Absolute Return and Opportunistic Fixed Income Group
J.P. Morgan Asset Management
William H. Eigen III, Managing Director, is the Head of the Absolute Return and Opportunistic Fixed Income Group at J.P. Morgan Asset Management. Prior to joining the firm in 2008, he headed Highbridge Capital Management’s Fixed Income Group and spent 12 years at Fidelity Investments as an Analyst and Lead Portfolio Manager, where he managed approximately $10 billion across a number of multi-sector mutual funds and institutional products, including the $8 billion Fidelity Strategic Income Fund. Mr. Eigen began his career in 1990 as a Group Pension Investment Consultant in the Retirement and Investment Services Group at CIGNA, where he completed his tenure as a Stable Value (GIC) Investment Manager, focusing specifically on the development of dedicated fixed-income portfolio management strategies.
Mr. Eigen holds a B.S. in Finance from the University of Rhode Island and is a CFA® charterholder. He has served on the board of directors of the Boston Security Analysts Society and is a current member of its Education Board. Mary Callahan Erdoes
Chief Executive Officer
J.P. Morgan Asset Management
Mary Callahan Erdoes is Chief Executive Officer of J.P. Morgan’s Asset Management division, a global leader in investment management and private banking with more than $2.5 trillion in client assets. She is also a member of JPMorgan Chase & Co.’s Operating Committee. Ms. Erdoes joined J.P. Morgan in 1996 from Meredith, Martin & Kaye, a fixed income specialty advisory firm. Previously, she worked at Bankers Trust in corporate finance, merchant banking and high yield debt underwriting. Ms. Erdoes is a board member of Robin Hood, the U.S. Fund for UNICEF, and the U.S.-China Business Council. She also serves on the Federal Reserve Bank of New York’s Investor Advisory Committee on Financial Markets. Ms. Erdoes is a graduate of Georgetown University (B.S., Mathematics) and Harvard Business School (M.B.A.). She lives in New York City with her husband and three daughters.
John Foley Founder and Chief Executive Officer
Peloton Interactive, Inc.
John Foley is the Founder and Chief Executive Officer of Peloton. As an avid cyclist and boutique fitness addict, he leveraged his tech and business experience to create Peloton, a technology company at the nexus of fitness and media. Prior to founding Peloton, Mr. Foley spent six years in manufacturing leadership with Mars Inc. He also served as President at Barnes & Noble, Chief Executive Officer and Co-Founder of Pronto.com, Chief Executive Officer of Evite.com, and an early leader of Citysearch.com starting in 1996. When he’s not brainstorming Peloton’s next big innovation, you can find him training for triathlons, at boutique group fitness classes with his wife, Jill, or strolling through the West Village with his two children.
David Frame
Global Head of Client Advice and Strategy
J.P. Morgan Private Bank
David Frame, Managing Director, is the Global Head of Client Advice and Strategy, responsible for developing and prioritizing investment and banking solutions across client channels located in the United States, Asia and Latin America, as well as in Europe, the Middle East and Africa. He and his team oversee the banking and investments activity across Wealth Management as well as delivering advice across the client wealth spectrum globally. Mr. Frame is also a member of the Wealth Management & Investment Solutions and Asset Management Operating Committees. Prior to his current role, Mr. Frame served as Global Head of Capital Markets Solutions for Wealth Management at J.P. Morgan. Capital Markets Solutions is one of the largest providers of investment solutions for private clients in the industry, representing investments across all major asset classes, including Equities, Currencies and Commodities, Fixed Income, Alternatives and direct Real Estate. Previously, he served as Global Head of the Private Bank’s Alternative Investments Group, which is responsible for alternative investment assets across hedge funds, real estate and private equity. He formerly spent 11 years at J.P. Morgan’s Investment Bank on the Institutional Equity Trading desks in New York and London, selling U.S. equities to financial services firms and hedge funds. Mr. Frame received a B.A. from Middlebury College in 1991 and resides in Connecticut with his wife and three children.
Joshua S. Friedman
Co-Founder, Co-Chairman and Co-Chief Executive Officer
Canyon Partners, LLC
Joshua S. Friedman is Co-Founder, Co-Chairman and Co-Chief Executive Officer of Canyon Partners, LLC, a leading global alternative asset management firm headquartered in Los Angeles, California. Canyon specializes in value-oriented investments for endowments, foundations, pension funds, sovereign wealth funds and other institutional investors. Its investment strategies focus on distressed loans, corporate bonds, convertible bonds, securitized assets, direct investments, real estate, arbitrage, and value equities. Canyon Partners’ flagship fund, the Canyon Value Realization Fund, twice received Institutional Investor’s “Credit-Focused Hedge Fund Manager of the Year” Award. Additionally, the Canyon Structured Asset Fund received Institutional Investor’s “Hybrid Hedge Fund of the Year” Award. Mr. Friedman is a graduate of Harvard College (1976) (B.A., summa cum laude, Phi Beta Kappa, Physics), Oxford University (1978) (M.A., honors, Politics and Economics, Marshall Scholar), Harvard Law School (1982) (J.D., magna cum laude) and Harvard Business School (1980) (M.B.A., Baker Scholar). Prior to forming Canyon, Mr. Friedman was Director of Capital Markets for High Yield and Private Placements at Drexel Burnham Lambert. Prior to working at Drexel, he worked in the Mergers and Acquisitions Department of Goldman Sachs in New York. In 2014, Mr. Friedman received Institutional Investor’s “Lifetime Achievement” Award. Mr. Friedman is a member of the board of directors of Harvard Management Company. He is also a member of Harvard’s Committee on University Resources; the Harvard Law School Leadership Council; the Harvard Business School Board of Dean’s Advisors; and Harvard University Task Force on Science and Engineering. Mr. Friedman also serves as a Trustee for the California Institute of Technology (Caltech); the Los Angeles Philharmonic; the UCLA Hospital Department of Neurosurgery; and the Los Angeles County Museum of Art (LACMA). Mr. Friedman serves on the Investment Committee for the Broad Foundation and chairs the Caltech and LACMA Investment Committees. Mr. Friedman and his wife, Beth, live in Los Angeles and have three sons. Bennett Goodman
Senior Founding Member
GSO Capital Partners
Bennett Goodman is a Co-Founder of GSO Capital Partners (GSO) and Senior Managing Director of Blackstone. He is a member of the Board of Directors of Blackstone and sits on the firm’s Management Committee. Since joining Blackstone in 2008, Mr. Goodman has focused on the management of GSO, which is Blackstone’s credit investment platform with over $75 billion of assets under management in various direct lending strategies, leveraged loan vehicles and distressed investment funds. Before co-founding GSO in 2005, Mr. Goodman was the Managing Partner of the Alternative Capital Division of Credit Suisse. Mr. Goodman joined Credit Suisse in November 2000, when it acquired Donaldson, Lufkin & Jenrette (DLJ), where he was Global Head of Leveraged Finance. Mr. Goodman joined DLJ in February of 1988 as the Founder of the High Yield Capital Markets Group. Prior to joining DLJ, Mr. Goodman worked in the high yield business at Drexel Burnham Lambert from 1984 to 1988. Mr. Goodman graduated from Lafayette College and the Harvard Business School. He currently sits on the Boards of Lincoln Center and the Central Park Conservancy. He received Institutional Investor’s 2012 Money Manager of the Year Award, and the 2004 Lifetime Achievement Award from Euromoney magazine for his career achievements in the global capital markets.
Jon Gray
Global Head of Real Estate
Blackstone
Jon Gray is Global Head of Real Estate and a member of the board of directors of Blackstone. He also sits on the firm’s Management Committee.
Since joining Blackstone in 1992, Mr. Gray has helped build the largest real estate platform in the world with $102 billion in investor capital under management. Blackstone’s portfolio includes hotel, office, retail, industrial and residential properties in the United States, Europe, Asia and Latin America. Mr. Gray currently serves as Chairman of the Board of Hilton Worldwide and The Cosmopolitan of Las Vegas, and is a board member of Brixmor Properties. He also serves on the board of Harlem Village Academies and Trinity School. Mr. Gray and his wife, Mindy, established the Basser Center for BRCA at the University of Pennsylvania School of Medicine focused on the prevention and treatment of certain genetically caused cancers. Mr. Gray received a B.S. in Economics from The Wharton School, as well as a B.A. in English from the College of Arts and Sciences at the University of Pennsylvania, where he graduated magna cum laude and was elected to Phi Beta Kappa. Wycliffe Grousbeck
Managing Partner Causeway Media Partners In 2002, Wycliffe “Wyc” Grousbeck organized and led the investment group that purchased the Boston Celtics. He has served as Principal Owner and Governor since the closing. He serves on the Executive, Labor Relations, and Media Committees of the NBA. Mr. Grousbeck named his investment group “Banner 17, LLC” to signify his primary goal, the Celtics winning a17th NBA Championship, which occurred on June 17th, 2008. In 2013, Mr. Grousbeck co-founded Causeway Media Partners, LP, a private equity firm focusing on growth-stage TMT investments in sports-related enterprises. Causeway’s investments include Sport Ngin (sold to NBC Universal), Formula E Holdings, and Session M. Mr. Grousbeck’s earlier career involved time as a venture capital investor in Boston and as a securities lawyer in Silicon Valley. In 2010, he became volunteer Chairman of the Massachusetts Eye and Ear Infirmary. Mass. Eye and Ear has been a world leader in vision and hearing research, fighting blindness and deafness, for almost 200 years. Mr. Grousbeck is involved in a number of additional charities, including Perkins School for the Blind; the Boston Celtics Shamrock Foundation; Boys and Girls Clubs of Boston; National Braille Press; Horizons for Homeless Children; and the Lovelane Special Needs Riding Program. Mr. Grousbeck holds a bachelor’s degree from Princeton University (1983), a law degree from the University of Michigan (1986), and an M.B.A. from Stanford Business School, where he was a Miller Scholar (1992). He serves on the boards of Comcast SportsNet New England and Formula E Holdings. Paul Tudor Jones II
Founder, Co-Chairman and Chief Investment Officer
Tudor Investment Corporation
Paul Jones is Founder, Co-Chairman, Chief Investment Officer and the controlling Principal of Tudor Investment Corporation, which he formed in 1980. He is a portfolio manager focusing on discretionary macro trading and is a principal risk taker for Tudor’s flagship fund strategy. Mr. Jones served as Chairman of the then New York Cotton Exchange from August 1992 through June 1995 and was instrumental in the creation of its Financial Instrument Exchange (FINEX). His philanthropic service includes founding and serving as former Chairman and current board member of the Robin Hood Foundation, and founding and serving as former board member of the Excellence Charter School. Mr. Jones serves as Director of StudentsFirst NY and is also on the Advisory Board of the University of Virginia’s Contemplative Sciences Center. He is Director of the National Fish and Wildlife Foundation, Chairman of JUST Capital Foundation, Inc., former Chairman and current board member of The Everglades Foundation Inc., Chairman of Pure Edge, Inc. Foundation, Trustee of NYU Langone Medical Center and serves
on the Board of the Apollo Theater Foundation. He was awarded an honorary doctorate for his achievements in business and philanthropy from the University of Glasgow in November 2014. Mr. Jones holds a B.A. in Economics from the University of Virginia (1976).
Scott Kapnick
Chief Executive Officer
HPS Investment Partners, LLC
Scott Kapnick is Chief Executive Officer of HPS Investment Partners, LLC (HPS), which he founded in 2007. HPS is a leading global investment platform with a focus on non-investment grade credit, and has over $34 billion of assets under management. HPS has approximately 100 investment professionals and over 200 employees globally, and is headquartered in New York with 10 offices worldwide. HPS was originally formed as a unit of Highbridge Capital Management, LLC, a subsidiary of J.P. Morgan Asset Management. In March 2016, the principals of HPS acquired the firm from J.P. Morgan, which retained Highbridge and the hedge fund strategies. From 2013 to 2016, Mr. Kapnick also served as Chief Executive Officer and Chairman of the Executive Committee of Highbridge Capital Management, and currently serves as Non-Executive Chairman and Senior Advisor. Before founding HPS, Mr. Kapnick was a Management Committee member, Partner and Co-Head of Global Investment Banking at Goldman Sachs, positions he held from 2001 to 2006. He also served as Co-Chief Executive Officer of Goldman Sachs International from 2005 to 2006, and spent 12 out of his 21 years at the firm in Europe (London and Frankfurt). Mr. Kapnick was named Partner in 1994. Mr. Kapnick is a graduate of Williams College and holds a combined J.D./M.B.A. from the University of Chicago. He also studied at the London School of Economics & Political Science. Mr. Kapnick is a member of the Council on Foreign Relations, Chairman of the Boards of Directors of Room to Read and Aileron Therapeutics, and serves on the Board of Directors of the Naples Botanical Garden. Robert J. Klein
Global Head of Alternative Investments
J.P. Morgan Private Bank
Robert Klein is Global Head of the Alternative Investments Group for J.P. Morgan Private Bank, a platform with over $80 billion in hedge fund, private equity and real assets. Previously, he was President of J.P. Morgan Alternative Asset Management, an $11 billion solutions provider offering fund of funds strategies. He was also Global Head of Hedge Fund Strategies for J.P. Morgan Asset Management’s internally managed hedge fund platforms, and was a member of the J.P. Morgan Investment Management Americas Operating Committee. Early in his tenure, Mr. Klein held roles in the Alternative Investments Group advising clients on global hedge fund, private equity and real asset portfolios. He also served on the Private Bank Investment Team and Private Equity Advisory Committee, as well as the Commercial Real Estate Council. Prior to J.P. Morgan, Mr. Klein was a Director at North Street Partners, a private equity investment firm. He balanced both transactional and corporate finance responsibilities, and served as interim CFO and/or COO for select portfolio companies. Prior to North Street, he was a Vice President in Bernstein Investment Research & Management’s wealth management division. Mr. Klein is a graduate of the NYU-Stern School of Business (M.B.A., Accounting & Finance) and Cornell University (B.S., Industrial and Labor Relations). He serves as Co-Chair of the Advisory Board of the Make-A-Wish Foundation of Metro New York.
Vince La Padula
Global Head of Lending
J.P. Morgan Private Bank
Vince La Padula is the Global Head of Lending for J.P. Morgan Private Bank. He is a member of the Wealth Management & Investment Solutions Operating Committee.
Following time in the J.P. Morgan Corporate & Investment Bank’s Public Finance Group, Mr. La Padula joined the Private Bank as a Senior Banker in the Closely Held Business Group, focusing on ultra-high-net-worth clients. He subsequently became Market Manager of the Executive Wealth Group, and in 2012 was made New York Metro Region Head. From 1992 through 2001, Mr. La Padula served in the cabinets of New York City Mayors Giuliani and Bloomberg, ultimately becoming Mayor Bloomberg’s Senior Advisor for Policy. His responsibilities included overseeing the Office of Emergency Management, Technology, Fire and Police Departments, and advising on all policy strategies and mayoral priorities. He also aided in the creation of the 311 hotline for non-emergency services. Mr. La Padula holds a B.S. from the State University of New York, a Master of Public Administration from the City University of New York, and a J.D. from the St. John’s University School of Law. He is Chairman of the Board of Directors of the Greenwich Council, Boy Scouts of America.
Philippe Laffont
Founder and Chief Investment Officer
Coatue Management LLC
Philippe Laffont received his French Baccalaureat at the Lycée Français of New York. He graduated from the Massachusetts Institute of Technology, Cambridge, Massachusetts, with a master’s in Computer Science (1991) and Bachelor of Science degrees in Computer Science and Economics (1989). In his master’s thesis, Mr. Laffont developed an operating system and a graphical user interface for the multi-processor NuMesh computer. His work, along with that of other members of the team, was published in the Proceedings of the International Conference on Supercomputing, July 1993. After graduation, Mr. Laffont worked for McKinsey & Co. as an Analyst for management consulting projects in Madrid, Spain. He joined Tiger Management in 1996 as a Research Analyst. Mr. Laffont formed the Investment Manager in December 1999 and has been the managing member of the Investment Manager since then. Mr. Laffont is also the managing member of the General Partner. He chairs the Investment Committee for the Fund. Pierre F. Lapeyre, Jr.
Founder and Senior Managing Director
Riverstone Holdings, LLC
Pierre Lapeyre is a Co-Founder and Senior Managing Director of Riverstone. He is based in New York and co-heads the firm’s Management Committee and Investment Committee. Prior to founding Riverstone, Mr. Lapeyre was a Managing Director of Goldman Sachs in its Global Energy & Power Group. Mr. Lapeyre joined Goldman Sachs in 1986 and spent his 14-year investment banking career focused on energy and power, particularly the midstream, upstream and oil service sectors. Mr. Lapeyre’s responsibilities included client coverage and leading the execution of a wide variety of M&A, IPO, strategic advisory and capital markets financings for clients across all sectors of the industry. While at Goldman Sachs, Mr. Lapeyre served as head of the midstream and energy services sectors, led the group’s coverage of Asian energy companies, and was extensively involved in the origination and execution of energy private equity investments on behalf of the firm. Mr. Lapeyre was responsible for managing Goldman Sachs’ leading franchise in Master Limited Partnerships (MLPs). He was also asked to lead the group’s agency and principal investment effort in energy/power technology. Mr. Lapeyre serves on the boards of directors of many of Riverstone’s private portfolio company investments, Riverstone’s public capital vehicle (Riverstone Energy Ltd.), and Centennial Resource Development, Inc. Mr. Lapeyre received his B.S. in Finance/Economics from the University of Kentucky and his M.B.A. from the University of North Carolina at Chapel Hill (Kennan-Flager).
Mr. Lapeyre is a member of the Executive Committee of the M.D. Anderson Board of Visitors, and serves as a Trustee and the Treasurer of the Convent of the Sacred Heart. Marc Lasry
Chairman, Chief Executive Officer and Co-Founder
Avenue Capital Group
Marc Lasry is the Chairman, Chief Executive Officer and Co-Founder of Avenue Capital Group, a global alternative investment manager focused on distressed and undervalued debt and equity opportunities in the United States, Europe and Asia. In 1995, Mr. Lasry formed Avenue with his sister, Sonia Gardner, with less than $10 million in capital from friends and family. Today, Avenue is one of the largest distressed debt investors globally, managing assets of approximately $10.9 billion, with headquarters in New York City, and offices in London, Luxembourg, Munich, Madrid, Milan, and four offices throughout Asia. Mr. Lasry is known as a pioneer in distressed investing, which has been the focus of his professional career for over 30 years. After law school, Mr. Lasry clerked for Edward Ryan, Chief Bankruptcy Judge for the Southern District of New York. He spent the following year practicing law at Angel & Frankel, which focused on bankruptcies. Mr. Lasry subsequently became the Director of the private debt department at R.D. Smith, the firm where he first became involved in “trade claims,” the market in purchasing and selling to investors the unsecured claims of vendors and other creditors against a debtor. In 1987, he moved to Cowen & Company, where he was Co-Director of the bankruptcy and corporate reorganization department. It was at Cowen that he caught the attention of the Texas investor Robert Bass, who was a client of the firm. When he left Cowen, Mr. Lasry went on to manage over $100 million for the Robert Bass Group, Inc., where he invested in bank debt, senior bonds and trade claims. The Bass fund Mr. Lasry oversaw was called Amroc Investments, L.P., and, at the time, it stood as one of the largest distressed funds in the United States. In 1990, he co-founded a boutique distressed brokerage firm, keeping the Amroc name and maintaining the affiliation with the Robert Bass Group. Mr. Lasry is currently a member of the Council on Foreign Relations, and he also serves on the Board of Directors of the Clinton Global Initiative, and the Board of the 92nd Street Y. He previously served as a member of the Board of Trustees of the Mount Sinai Medical Center.
Mr. Lasry received a B.A. in History from Clark University (1981) and a J.D. from New York Law School (1984). David M. Leuschen
Founder and Senior Managing Director
Riverstone Holdings, LLC David Leuschen is a Founder and Senior Managing Director of Riverstone. He is based in New York. Prior to founding Riverstone, Mr. Leuschen was a Partner and Managing Director at Goldman Sachs, and Founder and Head of the Goldman Sachs Global Energy and Power Group. Mr. Leuschen joined Goldman Sachs in 1977, became Head of the Global Energy and Power Group in 1985, became a Partner of the firm in 1986, and remained with the firm until leaving to found Riverstone. Mr. Leuschen was responsible for building the Goldman Sachs energy and power investment banking practice into one of the leading franchises in the global energy and power industry. During this period, Mr. Leuschen and his team participated in a large number of the major energy and power M&A transactions worldwide. Mr. Leuschen additionally served as Chairman of the Goldman Sachs Energy Investment Committee, where he was responsible for screening potential capital commitments by Goldman Sachs in the energy and power industry. Mr. Leuschen has served as a Director of Cambridge Energy Research Associates, Cross Timbers Oil Company (predecessor to XTO Energy), J. Aron Resources, Mega Energy, Inc. and Natural Meats Montana. He currently serves on the Boards of Directors of CNOR, Dynamic Industries, Enduro, Fieldwood, RCO, Venado, and REL. He is also President and Owner of Switchback Ranch LLC, and has served on a number of nonprofit Boards of Directors, including as a Trustee of United States Olympic Committee Foundation as well as the Board of the Montana Land Reliance. Mr. Leuschen received his A.B. from Dartmouth and his M.B.A. from Dartmouth’s Amos Tuck School of Business.
Mayor Philip Levine
Miami Beach, FL
Philip Levine was elected Mayor of Miami Beach in 2013 and re-elected in 2015 after nearly 30 years of leading successful Miami Beach–based businesses and being active in local philanthropic organizations. Currently, he is the Chief Executive Officer of Royal Media Partners, an exclusive partner of Royal Caribbean Cruises Ltd. He is on the board of directors of Best Buddies International and, in 2010, was asked by President Obama to serve on a Department of Commerce Task Force advising on U.S. tourism. Mayor Levine is a graduate of the University of Michigan and has studied in an advanced program at The Fletcher School at Tufts University. Mayor Levine hosts a regular radio show on SiriusXM.
Daniel S. Loeb
Chief Executive Officer and Founder
Third Point LLC
Daniel Loeb founded Third Point LLC, an asset management firm headquartered in New York, in 1995. He leads portfolio management, risk management and research activities. Before founding Third Point, Mr. Loeb worked on both the buy and the sell sides for over a decade, gaining dedicated experience in distressed debt, high-yield bond sales, risk arbitrage and private investments. Immediately before starting Third Point, he was Vice President of High-Yield Bond Sales at Citigroup. Previously, Mr. Loeb was a Senior Vice President in the Distressed Debt department at Jefferies & Co., where he worked as a Bankruptcy Analyst, Bank Loan Trader and Distressed Securities Salesman. Before Jefferies, Mr. Loeb was a Risk Arbitrage Analyst at Lafer Equity Investors. He began his career as an Associate in private equity at Warburg Pincus. Mr. Loeb is a trustee of the U.S. Olympic and Paralympic Foundation, the Museum of Contemporary Art in Los Angeles, and the Mount Sinai Health System, where he established the Ronald M. Loeb Center for Alzheimer’s disease in memory of his late father. He is a member of the Council on Foreign Relations. He also serves as the Chairman of the Board of Success Academy Charter Schools. Mr. Loeb graduated from Columbia University with an A.B. in Economics in 1983. He has endowed the Daniel S. Loeb Scholarship for undergraduate study there and received the school’s John Jay Award for distinguished professional achievement.
John Loffredo
Executive Managing Director and Co-Head of MacKay Municipal Managers
MacKay Shields
John Loffredo is an Executive Managing Director and Co-Head of MacKay Municipal Managers at MacKay Shields. He joined MacKay Shields in July 2009 when the firm acquired the assets of Mariner Municipal Managers LLC. Mr. Loffredo was the Chairman and Co-Founder of Mariner Municipal Managers from 2007 to 2009. He is a member of MacKay Shields’ Senior Leadership Team. Mr. Loffredo has been a Municipal Portfolio Manager and/or Municipal Analyst on Wall Street since 1990, with a broad range of portfolio management and analytic experience in the municipal markets. He was a Managing Director and Co-Head of BlackRock’s Municipal Portfolio Management Group (from 2006 to 2007). Prior to BlackRock’s merger with Merrill Lynch Investment Managers (MLIM), Mr. Loffredo served as Chief Investment Officer of the Municipal Products Group. He was employed by Merrill Lynch from 1990 to 2006. Before Merrill Lynch, he worked for the City of Boston Treasury Department. Mr. Loffredo graduated with an M.B.A. and Certificate of Public Management from Boston University, and with a bachelor’s degree in Finance, cum laude, from Utah State University, where he was a Harry S. Truman Scholar. He is a CFA® charterholder.
Jack Ma
Executive Chairman
Alibaba Group
Jack Ma is Alibaba Group’s lead Founder and, since May 2013, has served as its Executive Chairman. From its founding in 1999 until May 2013, Mr. Ma served as Alibaba’s Chairman and Chief Executive Officer. He is also the Founder of the Zhejiang-based Jack Ma Foundation. Mr. Ma currently serves on the board of SoftBank Corp., a Japanese corporation listed on the Tokyo Stock Exchange. He is also a member of the Foundation Board of the World Economic Forum, and Chairman of the Zhejiang Chamber of Commerce, as well as Chairman of the China Entrepreneur Club. In January 2016, he was named a Sustainable Development Goals (SDGs) advocate by the United Nations. In September 2016, he was named Special Adviser of the United Nations Conference on Trade and Development (UNCTAD) for Youth Entrepreneurship and Small Business, which holds the rank of Assistant Secretary-General of the United Nations. Mr. Ma graduated from Hangzhou Teacher’s Institute with a major in English language education. Eric Mindich
Founder and Chief Executive Officer
Eton Park Capital Management
Eric Mindich is Chief Executive Officer and Founder of Eton Park Capital Management, a global, multi-disciplinary, team-oriented investment organization dedicated to delivering superior risk-adjusted returns over multi-year periods. The firm has offices in New York, London and Hong Kong. Prior to forming Eton Park in 2004, Mr. Mindich spent 15 years at Goldman Sachs in two main roles: leading the Equities Arbitrage business and managing the Equities Division. He joined Goldman Sachs in 1988 in the Equities Arbitrage Department and led that team from 1992 until 2000. At age 27, he became the youngest Partner in the history of Goldman Sachs. In 2000, Mr. Mindich became Co-Chief Operating Officer of the Equities Division, and in 2002, became Co-Head of the Equities Division and a member of the Goldman Sachs Management Committee. In 2003, he joined the Executive Office as Senior Strategy Officer and Chair of the Firmwide Strategy Committee. Mr. Mindich serves as Chairman of the Lincoln Center Theater Board of Directors, Trustee of The Andrew W. Mellon Foundation, Lincoln Center for the Performing Arts, the Mount Sinai Medical Center, Inc. and the Horace Mann School. Mr. Mindich graduated from Harvard College in 1988, summa cum laude, with a B.A. in Economics, and was elected to Phi Beta Kappa.
Nick Niell
Founder and Chief Investment Officer
Arrowgrass Capital Partners LLP
Nick Niell is a Founding Partner and the Chief Investment Officer of Arrowgrass. Beginning in 1987 and throughout his career, Mr. Niell has been involved with equity, equity-linked and credit derivative products. He was a Managing Director at NatWest Markets and Deutsche Bank, a member of the Morgan Grenfell board and a member of Deutsche Bank’s Global Equities Executive Committee. Prior to the formation of Arrowgrass, Mr. Niell spent 10 years as a Managing Director overseeing the International and then Global Convertible Bonds businesses at Deutsche Bank and managing a global team of 60 individuals. He was instrumental in building this business for Deutsche Bank, which was subsequently ranked #1 globally, as well as a significant proprietary trading unit. In 2004, this proprietary trading unit became a standalone entity called Omnis and served as the precursor to Arrowgrass. Before joining Deutsche Bank in 1998, Mr. Niell spent eight years at NatWest Markets in a number of management roles, including Head of European Special Situations, Tax Arbitrage, Stock Loan, Structured Equity and Corporate
Finance, and Co-Head of European Equity Derivatives. He began his career at Cresvale as a Convertible Bond Trader covering U.S., European and Asian markets.
Daniel S. Och
Chief Executive Officer
Och-Ziff Capital Management Group
Daniel S. Och is the Founder, Chief Executive Officer and Chairman of the Board of Directors of Och-Ziff Capital Management Group LLC (Och-Ziff). Prior to founding Och-Ziff in 1994, Mr. Och spent 11 years at Goldman, Sachs & Co. He began his career in the Risk Arbitrage Department and was later named Head of Proprietary Trading in the Equities Division and Co-Head of U.S. Equities Trading. Mr. Och holds a B.S. in Finance from The Wharton School of the University of Pennsylvania. He is a member of the board of the Robin Hood Foundation, a member of the board of Lincoln Center for the Performing Arts, a Trustee of the University of Pennsylvania, a Trustee of New York-Presbyterian Hospital, and a Trustee Council Member of the United States Olympic and Paralympic Foundation. Michael Patterson
Managing Director
HPS Investment Partners, LLC
Michael Patterson is a Partner of HPS Investment Partners and is the Portfolio Manager for the Direct Lending strategies. Mr. Patterson joined HPS in 2007, establishing the European business before returning to the United States in 2009. Prior to joining HPS, Mr. Patterson was with Silver Point Capital in the United States and in Europe, where he oversaw both distressed debt and performing credits. Mr. Patterson began his investing career in the Principal Investment Area at Goldman Sachs, where he focused on private equity and mezzanine transactions. Prior to working at Goldman, Mr. Patterson served as an officer in the United States Navy. He holds an A.B. in Applied Mathematics from Harvard College and an M.B.A. from Stanford University’s Graduate School of Business, where he was an Arjay Miller Scholar.
Nelson Peltz
Chief Executive Officer and Founding Partner
Trian Fund Management, L.P.
Nelson Peltz is Chief Executive Officer and a Founding Partner of Trian Fund Management, L.P. (Trian). Mr. Peltz, along with Peter May and Ed Garden, founded Trian in November 2005. Trian invests in underperforming and undervalued public companies, and looks to work constructively with the management and board of directors of those companies to create shareholder value through a combination of strategic redirection, improved operational execution, more efficient capital allocation and stronger focus. Mr. Peltz serves as the non-executive Chairman of The Wendy’s Company. Mr. Peltz is also a Director of Mondelez International, Inc., Sysco Corporation, and The Madison Square Garden Company. He previously served as a Director of H. J. Heinz Company from September 2006 to June 2013, Legg Mason, Inc. from October 2009 to December 2014, and Ingersoll-Rand plc from August 2012 to June 2014. Mr. Peltz was recognized by The National Association of Corporate Directors in 2010, 2011 and 2012 as among the most influential people in the global corporate governance arena. From April 1993 through June 2007, Mr. Peltz served as Chairman and Chief Executive Officer of Triarc Companies, Inc., which during that period of time owned Arby’s Restaurant Group, Inc. and the Snapple Beverage Group, as well as other consumer and industrial businesses. Mr. Peltz was Chairman and Chief Executive Officer and a Director of Triangle Industries, Inc. from 1983 until December 1988, the largest packaging company in the world and a Fortune 100 industrial company, when that company was acquired by Pechiney, S.A., a leading international metals and packaging company. Mr. Peltz began his business career in 1963, when he joined his family food business.
Mr. Peltz is Honorary Co-Chairman of the Board of Trustees and Chairman of the Board of Governors of the Simon Wiesenthal Center. In addition, he is a member of the Board of Overseers of the Weill Cornell Medical College and Graduate School of Medical Sciences, a member of the Board of Overseers of The Milken Institute, a member of the Honorary Board of Directors of the Prostate Cancer Foundation (formerly known as CaP CURE), and a member of the Board of Trustees of the Intrepid Museum Foundation. A native of Brooklyn, New York, Mr. Peltz attended The Wharton School of the University of Pennsylvania. Anton Pil
Managing Partner, J.P. Morgan Highbridge Global Alternatives
J.P. Morgan Asset Management
Anton Pil is Managing Partner of J.P. Morgan Highbridge Global Alternatives. With over $100 billion in assets under management, this boutique unit manages assets across real estate, private equity, hedge funds and liquid alternatives. Mr. Pil has held a variety of leadership roles at J.P. Morgan over the last two decades. He was most recently Head of the Private Bank’s Global Investment Opportunities Group (GIO), a niche group working with some of the firm’s most sophisticated clients interested in opportunistic absolute return investing ideas. Prior to that, he was Head of Fixed Income, Currencies and Commodities for the Private Bank, responsible for investment ideas and the development of portfolio management, brokerage and funds. He was also Head Trader for Investment Management’s Global Fixed Income Group, and has managed European equity, emerging market debt and global high yield funds. Mr. Pil began his career at J.P. Morgan in Asset Management’s Capital Markets Research Team, modeling mortgages and providing complex fixed income securities analytics. Mr. Pil holds B.S., M.S. and Ph.D. degrees in Mechanical Engineering, specializing in Control Theory, from Massachusetts Institute of Technology. Kevin Plank
Chairman and Chief Executive Officer
Under Armour
In the sweltering Mid-Atlantic summer heat of 1995, Kevin Plank helped lead his teammates through grueling, two-a-day workouts as special teams captain for the University of Maryland football program. Tired of changing his sweat-soaked cotton T-shirts over and over again throughout the day, he was inspired to create a better kind of T-shirt—one that could wick sweat and keep athletes cool, dry and light. Upon graduating from Maryland in 1996 with a bachelor’s degree in Business Administration, Mr. Plank started to turn his idea into a reality and, as a result, began redefining the way athletes dress. That year, he went on a mission to find the perfect fabric—performance synthetics—and combined it with an athlete’s perfect fit—compression. What started out as one tight shirt ultimately led to the launch of Under Armour as the high performance answer to the sweat-drenched cotton dilemma. After more than two decades of outfitting athletes with the world’s most innovative performance apparel, footwear and equipment, Mr. Plank now oversees a global company with more than 15,000 employees. Under Armour athletic performance products are sold globally and are worn by athletes at all levels on playing fields all over the world. The Under Armour Connected Fitness platform powers the world’s largest digital health and fitness community through a suite of applications: UA Record, MapMyFitness, Endomondo and MyFitnessPal. True to his vision, Mr. Plank and Under Armour are committed to empowering athletes everywhere…and they are just getting started.
Tony Robbins
NY Times #1 Bestselling Author, Entrepreneur, Philanthropist,
and Business & Life Strategist
Tony Robbins is an entrepreneur, best-selling author, philanthropist, and the nation’s #1 Life and Business Strategist. For more than four decades, more than 50 million people have enjoyed the warmth, humor, and transformational power
of his business and personal development events. Author of five internationally best-selling books, including the recent New York Times #1 best-seller MONEY: MASTER THE GAME, Mr. Robbins has empowered more than 50 million people from 100 countries through his audio, video and life training programs. He created the #1 personal and professional development program of all time, and more than 4 million people have attended his live seminars. Mr. Robbins is the Chairman of a holding company comprising more than a dozen privately held businesses with combined sales exceeding $5 billion a year. He has been honored by Accenture as one of the “Top 50 Business Intellectuals in the World”; by Harvard Business Press as one of the “Top 200 Business Gurus”; and by American Express as one of the “Top Six Business Leaders in the World” to coach its entrepreneurial clients. Fortune’s recent cover article named him the “CEO Whisperer,” and he has been named in the top 50 of Worth magazine’s 100 most powerful people in global finance for two consecutive years. His work has touched the lives of top entertainers—from Aerosmith to Green Day, to Usher and Pitbull. Billionaire business leaders seek his advice as well; casino magnate Steve Wynn, and Salesforce.com founder Marc Benioff are among those grateful for his coaching. As a philanthropist, through his partnership with Feeding America, Mr. Robbins has provided a quarter of a billion meals in the last two years to those in need. He is on track to provide a billion meals over the next eight years. He has also initiated programs in more than 1,500 schools, 700 prisons, and 50,000 service organizations and shelters. He provides fresh water to 100,000 people a day in India in order to fight the number-one killer of children in that country—waterborne diseases. Alexander Rodriguez
Chief Executive Officer
A-Rod Corp.
Alex Rodriguez is the Founder and Chief Executive Officer of A-Rod Corp., a private holding company with businesses in the U.S. and Latin America. He also currently serves as a Special Adviser to Hal Steinbrenner of the New York Yankees. Previously, Mr. Rodriguez played major league baseball during a 22-year career that included 14 All-Star appearances, three American League MVP Awards and a World Series Championship in 2009 with the New York Yankees. Mr. Rodriguez has also used his extensive knowledge of baseball as a commentator for FOX Sports. Under his leadership, Mr. Rodriguez has turned A-Rod Corp. into a significant investment vehicle focusing on real estate, high-end fitness centers and automotive dealerships. His long-term vision, coupled with his ability to bring highly experienced management teams together and his willingness to raise capital, has built a track record of positive returns for investors and partners. Concurrent with his professional endeavors, Mr. Rodriguez actively pursues specific philanthropic initiatives. Mr. Rodriguez serves on the board of directors of the Boys and Girls Club of Miami-Dade, where he spent his youth and where he has dedicated the last 20 years volunteering, supporting, and helping to create life-changing environments for at-risk youth and underserved communities. Mr. Rodriguez is also on the board of trustees of the University of Miami, where he has established the Alex Rodriguez Scholarship to fund the college dreams of deserving students. Mr. Rodriguez resides in Miami with his two daughters.
Charlie Rose
Anchor and Executive Editor, “CHARLIE ROSE” and “CHARLIE ROSE: THE WEEK”
Co-Anchor, “CBS THIS MORNING”
Contributor, “60 Minutes”
Charlie Rose is anchor and executive editor of CHARLIE ROSE, the nightly one-hour program that engages in one-on-one, in-depth conversations and round-table discussions, and the newly launched CHARLIE ROSE: THE WEEK, chronicling the best stories and interviews of the past seven days. He also co-anchors CBS THIS MORNING, is a correspondent for 60 MINUTES, and fills in for Scott Pelley on the CBS EVENING NEWS.
Since 1991, Charlie Rose has aired countless hours with Nobel Laureates, and extraordinary men and women of science, politics, art, business, sports, technology, literature and entertainment. These conversations have made the broadcast a cultural and intellectual archive. He is the recipient of the Legion d’honneur, and numerous awards from the scientific and journalism communities, and many honorary degrees, including Georgetown, NC State, Fordham and others. Charlie Rose won an Emmy Award and Peabody Prize for his 2013 interview with Syria’s President Bashar al-Assad, and was named among the 100 most influential people in the world by TIME magazine. He was the recipient of the 2015 Walter Cronkite Award for Excellence in Journalism and the 2014 Vincent Scully Prize. Charlie Rose was born in Henderson, North Carolina, and graduated from Duke University with a B.A. in History and a J.D. from the School of Law. He maintains a home in Henderson, where his father, a businessman, and his mother are buried. His primary residence is in New York City. David M. Rubenstein
Co-Founder and Co-Chief Executive Officer
The Carlyle Group
David M. Rubenstein is a Co-Founder and Co-Chief Executive Officer of The Carlyle Group, one of the world’s largest private equity firms. Mr. Rubenstein co-founded the firm in 1987. Since then, Carlyle has grown into a firm managing $169 billion from 35 offices around the world. Mr. Rubenstein, a native of Baltimore, is a 1970 magna cum laude graduate of Duke, where he was elected Phi Beta Kappa. Following Duke, Mr. Rubenstein graduated in 1973 from the University of Chicago Law School, where he was an editor of the Law Review. From 1973 to 1975, Mr. Rubenstein practiced law in New York with Paul, Weiss, Rifkind, Wharton & Garrison. From 1975 to 1976, he served as Chief Counsel to the U.S. Senate Judiciary Committee’s Subcommittee on Constitutional Amendments. From 1977 to 1981, during the Carter Administration, Mr. Rubenstein was Deputy Assistant to the President for Domestic Policy. After his White House service and before co-founding Carlyle, Mr. Rubenstein practiced law in Washington with Shaw, Pittman, Potts & Trowbridge (now Pillsbury Winthrop Shaw Pittman). Mr. Rubenstein is Chairman of the Boards of Trustees of the John F. Kennedy Center for the Performing Arts and of Duke University, a Regent of the Smithsonian Institution, Co-Chairman of the Brookings Institution, Vice Chairman of the Council on Foreign Relations, a Trustee of the National Gallery of Art and President of the Economic Club of Washington. Mr. Rubenstein is on the Boards of Directors or Trustees of the University of Chicago, Lincoln Center for the Performing Arts, the Memorial Sloan-Kettering Cancer Center, Johns Hopkins Medicine, the Institute for Advanced Study, and the National Museum of Natural History of the Smithsonian Institution. Mr. Rubenstein is a member of the American Academy of Arts and Sciences, The Business Council, Visiting Committee of the Kennedy School of Government at Harvard, the Harvard Business School Board of Dean’s Advisors, the Board of Trustees of the Young Global Leaders Foundation, Advisory Board of School of Economics and Management Tsinghua University, the Madison Council of the Library of Congress (Chairman), and the International Business Council of the World Economic Forum.
Mr. Rubenstein is married to Alice Rogoff Rubenstein, and they have three grown children. Roy J. Salamé
Head of Global Investment Opportunities
J.P. Morgan Private Bank
Roy Salamé is Managing Director and Head of the Global Investment Opportunities Group (GIO) at J.P. Morgan Private Bank. GIO provides coverage to some of the firm’s most sophisticated clients with opportunistic absolute return ideas by facilitating institutional-level implementation across asset classes through a team-based approach. Prior to GIO,
Mr. Salamé held a number of senior roles in Global Commodities, including Global Head of Sales and Structuring, and most recently serving as Vice Chairman of Global Commodities. He was responsible for senior commodities client relationships, and for the origination and management of large strategic deals globally. Earlier, Mr. Salamé spent nearly 14 years at Goldman Sachs, where he was Head of Oil, Metals, Mining and Forest Products for the United States and Latin America. His extensive experience also includes serving as Head of Global Natural Resources Sales at Lehman Brothers and Head of Marketing for the Financial Institutions Group in the Middle East and Africa division at Citicorp. Mr. Salamé holds a B.A. in Economics “With Distinction” and M.B.A. in Finance and Investment, both from The George Washington University. Barry Sommers
Chief Executive Officer, Wealth Management
Wealth Management & Investment Solutions, J.P. Morgan
Barry Sommers is the Chief Executive Officer of Wealth Management. In this role, he is responsible for the division’s client businesses: J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management. He also is a member of the Asset Management Operating Committee. Previously, Mr. Sommers served as CEO of Consumer Banking, where he was a member of the leadership committee and responsible for Chase’s vast banking network and platform. Prior to that, he was CEO of Chase Wealth Management, which comprises Chase Private Client and Chase Investments. Before joining Consumer Banking, Mr. Sommers was CEO of J.P. Morgan Securities, overseeing J.P. Morgan’s high-net-worth brokerage business in the United States. Prior to the merger with JPMorgan Chase, Mr. Sommers was a Senior Managing Director at Bear Stearns, where he was responsible for the Private Client business and served on the firm’s President’s Advisory Council. Mr. Sommers moved to Private Client Services from Asset Management, where he was President of the mutual fund and separate account business at Bear Stearns. Previously, Mr. Sommers worked in the Asset Management division at Goldman Sachs. Mr. Sommers graduated from Ohio University. He lives in Chappaqua, New York, with his wife and two children.
Marc Stad
Founder and Portfolio Manager
Dragoneer Investment Group LLC
Marc Stad is the Founder and Portfolio Manager of Dragoneer Investment Group, based in San Francisco. Prior to founding Dragoneer, he was a Portfolio Manager at the Investment Group of Santa Barbara, where he was the Partner in charge of the firm’s Hong Kong office. He also worked as an investment professional at TPG Capital in the company’s North American Buyouts Group and prior to TPG, was with McKinsey & Company. Mr. Stad received his A.B. degree in Government from Harvard University and his M.B.A. from the Stanford Graduate School of Business.
About Dragoneer Investment Group: Dragoneer is a long-only, public and private investment firm focused on backing extraordinary growth businesses. The firm has a flexible mandate, partnering with private and public companies globally in a range of sectors and stages of development, which has enabled Dragoneer to find the highest-quality companies across cycles. Dragoneer’s portfolio companies are characterized by: sustainable competitive advantages, disruptive business models, attractive financial models, network effects, large addressable markets, and strong management teams. The firm has a stable capital base from long-term investors, including institutional family offices, foundations and endowments, and several entrepreneurs. Some of Dragoneer’s private investments have included: Airbnb, Alibaba, Amwins, Appfolio, Atlassian, Dollar Shave Club, Domo, Facebook, Flipkart, Glassdoor, Hortonworks, JD.com, New Relic, Snapchat, Spotify, and Uber.
Barry S. Sternlicht
Chairman and Chief Executive Officer
Starwood Capital Group
Barry Sternlicht is Chairman and Chief Executive Officer of Starwood Capital Group, the private investment firm he formed in 1991 that is focused on global real estate, hotel management, oil and gas, and energy infrastructure. Mr. Sternlicht also serves as Chairman of Starwood Property Trust, the largest commercial mortgage REIT in the United States; TRI Pointe Homes, one of the United States’ largest homebuilders; and French crystal maker Baccarat S.A.; as well as Co-Chairman of Colony Starwood Homes, one of the largest publicly traded investors, owners and operators of single-family homes in the United States. For the past 25 years, Mr. Sternlicht has structured investments with an asset value of approximately $84 billion. Starwood Capital’s funds have invested in approximately 146,000 multifamily/condo units, 2,900 hotels, 67 million square feet of office properties, 53 million square feet of retail and 52,000 lots of land in residential subdivisions. The firm currently manages more than $52 billion of assets on behalf of its high-net-worth and institutional partners. Starwood Capital, its affiliates and externally managed public companies employ more than 2,000 professionals, while approximately 15,000 additional employees are involved with a dozen portfolio operating companies. The firm maintains offices in Greenwich, Atlanta, San Francisco, Washington, D.C., Los Angeles, Chicago and Miami, and affiliated offices in London and Hong Kong. From 1995 through early 2005, Mr. Sternlicht was Chairman and CEO of Starwood Hotels & Resorts Worldwide, a company he founded in 1995. During his tenure, he built Starwood Hotels into one of the leading hotel and leisure companies in the world, employing more than 120,000 people with 895 properties in 100 countries. Mr. Sternlicht created W Hotels, perhaps the world’s most successful “boutique” brand, and built the St. Regis Hotels brand from a single hotel to a global brand. In 2008, Mr. Sternlicht founded SH Group, his new hotel management company. SH Group is the owner and manager of Baccarat Hotels & Resorts and 1 Hotels brands. In 2015, Mr. Sternlicht was named the Global Industry Figure of the Year by PERE, received the Cornell Icon of the Industry Award and the Lifetime Achievement Award from the International Hotel Investment Forum. In 2013, Mr. Sternlicht was named the Most Important Person in Commercial Real Estate Finance by The Mortgage Observer. In 2010, Mr. Sternlicht was named Executive of the Year and Investor of the Year by Commercial Property Executive. Mr. Sternlicht was also named America’s Best Lodging CEO by Institutional Investor magazine. He is a member of the Interior Design Magazine Hall of Fame. He has received the Preston Robert Tisch Distinguished Industry Leadership Award from New York University, the CEO Diversity Award from Diversity Best Practices/Business Women’s Network, the Lifetime Achievement Award from the Association of Travel Marketing Executives, the Hospitality Heritage Award from the American Hotel and Lodging Association, and the Marketer of the Year Award from Brandweek. Mr. Sternlicht’s humanitarian efforts have garnered prestigious national honors such as JDRF’s Man of the Year, JDRF’s Living and Giving Award, and JDRF’s Chairman’s Award. Mr. Sternlicht serves on the Board of Directors of The Estée Lauder Companies and the Real Estate Roundtable. Additionally, he formally served as Chairman of the Board and is currently a Board member of the Robin Hood Foundation, and also serves on the Boards of the Dreamland Film & Performing Arts Center, and the Executive Advisory Board of Americans for the Arts. He is a member of the U.S. Olympic and Paralympic Foundation Trustee Council, the World Presidents’ Organization and the Urban Land Institute. Mr. Sternlicht received his B.A., magna cum laude, with honors from Brown University. He later earned an M.B.A. with distinction from Harvard Business School.
Mustafa Suleyman
Co-Founder and Head of Applied AI
DeepMind
Mustafa Suleyman is Co-Founder and Head of Applied AI at DeepMind, where he is responsible for the application of DeepMind’s technology to real-world problems, as part of DeepMind’s commitment to use intelligence to make the world a
better place. In February 2016, he launched DeepMind Health, which builds clinician-led technology in the National Health Service. Mr. Suleyman was Chief Product Officer before DeepMind was bought in 2014 by Google in its largest European acquisition to date. At 19, Mr. Suleyman dropped out of Oxford University to help set up a telephone counseling service, building it to become one of the largest mental health support services of its kind in the United Kingdom, and then worked as a Policy Officer for then Mayor of London, Ken Livingstone. He went on to help start Reos Partners, a consultancy with seven offices across four continents, specializing in designing and facilitating large-scale, multi-stakeholder “Change Labs” aimed at navigating complex problems. As a skilled negotiator and facilitator, Mr. Suleyman has worked across the world for a wide range of clients, such as the United Nations, the Dutch Government and the World Wildlife Fund. Andrew Wilson
Chief Executive Officer
Electronic Arts
As Chief Executive Officer of Electronic Arts, Andrew Wilson has aligned the company around three core strategic pillars: putting players first, driving a digital transformation and operating as one team. During Mr. Wilson’s tenure as CEO, EA has launched groundbreaking new games and services, reached record player engagement levels across its global franchises, and transformed into one of the world’s leading digital entertainment companies. Mr. Wilson has held several positions during his over 15 years at EA, providing leadership on product and brand development for both packaged goods and digital services. Prior to being appointed CEO in 2013, he served as Executive Vice President of EA SPORTS and Origin, where he oversaw all aspects of the EA SPORTS business and development, as well as EA’s digital PC service. Mr. Wilson also led EA’s Online Organization, overseeing the direct-to-consumer business, Asia Online Publishing, as well as the EA studio in Seoul, Korea. In addition, he previously served as Vice President and Executive Producer of all EA SPORTS FIFA games, growing the property into one of the largest videogame franchises of all time. A native of Geelong, Victoria, Australia, Mr. Wilson began playing games at a young age, and got his start working for a consortium of online companies that specialized in the creation of content and services for sports and entertainment media. Mr. Wilson has been named one of the “Top People in Business” by Fortune, one of the “Most Creative People” by Fast Company, and one of the “100 Most Influential Leaders in Marketing, Media and Tech” by AdWeek. In his spare time, you can find him playing games, surfing and training in Brazilian Jiu-Jitsu. He lives in the Bay Area with his wife and two children. Anne Wojcicki
Chief Executive Officer and Co-Founder
23andMe, Inc.
Anne Wojcicki co-founded 23andMe in 2006 after a decade spent in healthcare investing, focused primarily on biotechnology companies. Her hope was to empower consumers with access to their own genetic information and to create a way to generate more personalized information so that commercial and academic researchers could better understand and develop new drugs and diagnostics. Presently, 23andMe has built one of the world’s largest databases of individual genetic information. Its novel, web-based research approach allows for the rapid recruitment of participants to many genome-wide association studies at once, reducing the time and money needed to make new discoveries, and the company has created a proven and standardized resource for finding new genetic association and confirming genetic loci discovered by others. Under Ms. Wojcicki’s leadership, 23andMe has made significant advances in bringing personalized medicine directly to the public. Ms. Wojcicki graduated from Yale University with a B.S. in Biology.
James Zelter
Managing Director
Apollo Global Management James Zelter became the Chief Executive Officer and a Director of Apollo Global Management in 2006. Mr. Zelter is the Managing Partner of Apollo Capital Management, L.P., where he oversees the firm’s activities in a broad array of asset classes. Prior to joining Apollo, Mr. Zelter was with Citigroup and its predecessor companies from 1994 to 2006. He was responsible for the global expansion and strong financial performance of the Special Situations Investment Group, a proprietary investment group he founded within Citigroup’s Fixed Income Division. As Head of Citigroup’s Special Situations Investment Group, Mr. Zelter was responsible for the acquisition of approximately $5 billion of non-performing loan portfolios and ancillary investments. While with Citigroup, Mr. Zelter also served on the Global Fixed Income Management Committee. In this role, he oversaw the firm’s High Yield Trading, Sales and Capital Market Groups. From 2003 to 2005, Mr. Zelter was Chief Investment Officer of Citigroup Alternative Investments. In addition, he was a standing member of the Citigroup Pension Investment Committee, the Salomon Smith Barney Capital Partners Investment Committee and the Citigroup Mezzanine Partners Investment Committee. Prior to joining Citigroup in 1994, Mr. Zelter was a High Yield Trader at Goldman, Sachs & Co. Mr. Zelter is a Board member of DUMAC, the investment management company that oversees the Duke Endowment and Duke Foundation, and is on the Board of the Dalton School. Mr. Zelter has a B.A. in Economics from Duke University.
Related Documents
