Best Startup
At Best Startup US we track over 1,000,000 US startups and over 3 million people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top United States based Chairman operating in the Financial Services space. If you think a Chairman is missing from this list, feel free to contact our editor on editor@beststartup.us.
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Dan Rose
Chairman of Coatue
Dan Rose is the Chairman of Coatue Management.
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About Coatue: Coatue invests in public and private equity markets focusing on the technology, media, and telecommunications industries.
John Doerr
Partner and Chairman of Kleiner Perkins
John Doerr is a general partner at Kleiner Perkins Caufield & Byers. Since joining KPCB in 1980, John and his partners have backed some of the world’s most successful entrepreneurs, including Larry Page, and Eric Schmidt of Google; Jeff Bezos of Amazon.com, Scott Cook and Bill Campbell of Intuit; and Mark Pincus of Zynga. John’s passion is helping entrepreneurs create the Next Big Thing in mobile and social networks, greentech innovation, education and economic development. Ventures sponsored by John have created more than 200,000 new jobs.John serves on boards in the areas of Internet technologies and greentech, including Amyris, Bloom Energy, Coursera, Essence Healthcare, Flipboard, FloDesign Wind Turbines, Google, iControl, mCube, Quantumscape, Renmatix, Upthere and Zynga. He also led KPCB’s investment in Twitter. John’s technology career began in 1974 at Intel, just as the chipmaker was inventing the groundbreaking 8080 microprocessor. During his Intel years, he held roles in engineering, marketing, management and sales. John also learned about operating excellence from Intel co-founder Andy Grove — insight that he continues to share with entrepreneurs today.He later founded Silicon Compilers, a VLSI CAD software company, and co-founded @Home, the nationwide broadband cable Internet service. Outside of KPCB, John supports entrepreneurs focused on the environment, public education and alleviating global poverty. These include NewSchools.org, TechNet.org, the Climate Reality Project and ONE.org.John earned B.S. and M.S. degrees in electrical engineering from Rice University and an M.B.A. from Harvard Business School. He also holds several patents for computer memory devices.John is a member of the American Academy of Arts and Sciences, and a member of U.S. President Barack Obama’s Council on Jobs and Competitiveness.
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About Applied Intuition, Breakthrough Energy Ventures, FWD.us, Kleiner Perkins, NewSchools Venture Fund: Kleiner Perkins is a venture capital firm that specializes in investing in early-stage, incubation, and growth companies.
Charles Holloway
Vice Chairman of Board of Directors of Kleiner Perkins
Charles A. Holloway, an expert in entrepreneurship, manufacturing strategy and technology, was appointed to the SRI International Board in 2003. Holloway has been a faculty member of the Graduate School of Business at Stanford University since 1968 and has served as Associate Dean for Academic Affairs. In 1990, he founded the Alliance for Innovative Manufacturing (formerly Stanford Integrated Manufacturing Association), a cooperative venture of the Graduate School of Business, School of Engineering, and industrial firms. He is a founding co-director of the Stanford Center for Entrepreneurial Studies, and his research has contributed to the Stanford Global Supply Chain Forum. Holloway is also co-chair of the Stanford Commission on Graduate Education. He serves on the boards of Annuity Systems, Freedom Financial Corporation, and Neato Robots. Prior to his career in education, Holloway was assistant to the technical director of the Naval Reactors Branch of the Atomic Energy Commission and a senior engineer at Bechtel Corporation. Holloway is a co-author of numerous business publications. He holds a Ph.D. and M.S. from the University of California, Los Angeles, and a BSEE from the University of California, Berkeley.
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About : Kleiner Perkins is a venture capital firm that specializes in investing in early-stage, incubation, and growth companies.
George R Roberts
Co-Chairman and Co-CEO of Kohlberg Kravis Roberts
George R. Roberts (Menlo Park) co-founded KKR in 1976 and is Co-Chairman and Co-Chief Executive Officer. He is actively involved in managing the Firm and serves on regional Private Equity Investment and Portfolio Management Committees. Mr. Roberts has served as a director or trustee of several cultural and educational institutions, including Claremont McKenna College. He is also founder and Chairman of the board of directors of REDF, a San Francisco nonprofit organization. He earned a B.A. from Claremont McKenna College in 1966 and a J.D. from the University of California (Hastings) Law School in 1969. Mr. Roberts has more than four decades of experience financing, analyzing, and investing in public and private companies, as well as serving on the boards of a number of KKR portfolio companies.
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About Kohlberg Kravis Roberts, REDF: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
David Petraeus
Partner, Chairman of KKR Global Institute of Kohlberg Kravis Roberts
General (Ret) David H. Petraeus joined KKR in June 2013 and is Chairman of the KKR Global Institute, which supports KKR’s investment committees, portfolio companies, and investors with analysis of geopolitical and macro-economic trends, as well as environmental, social, and governance issues. He was made a Partner at KKR in 2014. He is also a member of the boards of Optiv (cybersecurity) and OneStream (business software). Petraeus is also a personal venture capitalist, a Visiting Fellow at Yale’s Jackson Institute, an Honorary Professor of the University of Birmingham (England), a member of the Trilateral Commission, Senior Vice-President of the Royal United Services Institute, and Co-Chairman of the Global Advisory Council of the Woodrow Wilson International Center for Scholars, as well as a member of the boards of the Institute for the Study of War and the Atlantic Council and over a dozen veterans service organizations.
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About Central Intelligence Agency (CIA), Harvard University, Kohlberg Kravis Roberts, Royal United Services Institute, University of Southern California, William E. Macaulay Honors College: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Bob Zangrillo
Chairman and CEO of Dragon Global
Robert (“Bob”) Zangrillo is the Founder, Chairman and CEO of Dragon Global. Zangrillo is a veteran investor and executive in eCommerce, Data-Driven Businesses, Entertainment Media, Mobility, and Social Networking Sectors. His talents for providing significant financial returns for his investors and building teams dedicated to delivering leading industry solutions are widely known. Over the last several years, Zangrillo has diversified into commercial real estate development in Miami, where he has led investments in up-and-coming emerging neighborhoods in Miami. Over the last eight years, Zangrillo has built Dragon Global into one of the leading venture growth firms based on his track record of investing in the leading technology growth companies, including but not limited to Didi Chuxing, Facebook, Jet.com, Twitter, and Uber Technologies. Zangrillo has over twenty-five years of experience in venture capital with a remarkable track record. He has been a pioneer in the venture growth investment area where he has led some of the largest primary and secondary investments. Zangrillo was one of the earliest late stage venture growth investors in Facebook. During the period from 2008-2012, Zangrillo became one of the largest late stage investors in Facebook, through multiple predecessor funds, leading to his founding of Dragon Global. Zangrillo was both one of the early visionaries to recognize the enormous potential of social media in 2008 and Internet commerce in 1995 and how they both would transform the way business is conducted in the new global economy. Over the last twenty-five years, Zangrillo has been a prominent figure in the Internet community, with significant roles as a Chairman, CEO, venture capital investor, active executive director and advisor to high-growth companies.
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About Dragon Global, Dragon Global: Dragon Global is a private investment firm focused on venture capital and real estate investments.
Michael Froman
Vice Chairman and President, Strategic Growth of Mastercard
1985, Bachelor’s in Public and International Affairs, Woodrow Wilson School, Princeton University; Doctorate in International Relations, University of Oxford; law degree, Harvard Law School. Formerly: 1993-95, Director, International Economic Affairs, National Economic Council and National Security Council; with US Department of the Treasury, including Treasury Deputy Assistant Secretary and, 1997-99, Chief of Staff; President and Chief Executive Officer, CitiInsurance; Managing Director and Head, Infrastructure and Sustainable Development, Citi Alternative Investments Institutional Clients Group, Citigroup; also Deputy National Security Adviser for International Economic Affairs, held jointly at National Security Council and National Economic Council, responsibilities included serving as White House liaison to G7, G8 and G20 summits. Former Fellow, Council on Foreign Relations.
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Lloyd Blankfein
Chairman and Chief Executive Officer of Goldman Sachs
With over 30 years of experience in various positions at Goldman Sachs in New York and London, Mr. Blankfein has extensive knowledge of all aspects of our business, including our risk management practices and our strategy. Mr. Blankfein utilizes this firm-specific knowledge and experience in his role as Chairman to, among other things, guide Board discussions and keep our Board apprised of significant developments in our business.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Gordon E. Dyal
Co-Chairman of Investing Banking of Goldman Sachs
Mr. Dyal is Co-Chairman of the Investment Banking Division (IBD). He is a member of the Management Committee, and the Investment Banking Services Leadership Group. He joined Goldman Sachs as a Partner in 1998. From 1999 to 2001, he was the Co-Head of European Mergers & Acquisitions. In 2001, he was named Co-Head of Investment Banking in Europe. He became Global Head of Mergers & Acquisitions in 2004 and assumed his current role in 2011. Mr. Dyal is a member of the Board of Overseers of The Amos Tuck School of Business at Dartmouth College. He also serves on the Board of the Wildlife Conservation Society.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Walter Driver
Chairman of the Board of Directors – Southeast of Goldman Sachs
Walter Driver is a Member of the Board of Directors at Equifax since November 2007. Previously, Walter was Chairman of the Board of Directors and Chief Executive Officer at King & Spalding LLP. Walter focused on strategic issues, firm growth, cross-office capabilities and client relationships. Walter joined King & Spalding in 1970 and became a partner in 1976. Walter served 8 years in the 1990’s as Chairman of the governing Policy Committee and has been Managing Partner or Chairman since 1999. Walter is a regular speaker on law firm leadership and on the relationships between inside counsel and outside law firms. Walter’s practice has focused on financing transactions, and he chaired that practice area within the firm. Walter represented large groups of money center banks in complex structuring, negotiating and restructuring of transactions exceeding $1 billion of real estate related liabilities. Walter acted as the principal U.S. lawyer representing Banca Nazionale del Lavoro in the largest and most complex bank fraud in U.S. history, involving billions of dollars in finance to Iraq. Walter led the client through Congressional committee investigations and hearings, multiple civil litigation cases, successfully resolved a protracted Federal Reserve inquiry and achieved superior economic recoveries, including $400 million from the United States government. Walter has been involved with many aspects of representation of financial institutions, including structured transactions, real estate finance, work-out and bankruptcy and banking investigations. Walter has advised institutional investors in highly leveraged and tax sensitive transactions, including complex cross-border financings. Walter represents large U.S. banks and international banks as well as large non-bank financial corporations. Walter coordinated King & Spalding’s legal work for SunTrust Banks, Inc. Walter is a Member of the Board of Directors at Total Systems Services, Inc. and currently serves on the compensation committee. Walter is Vice President and a Member of the Executive Committee of the United States Golf Association, having previously served as Treasurer and General Counsel. Walter chaired the Legal Division of the Atlanta United Way and served as a member of the Executive Cabinet of the United Way. Walter serves or has served as a Member of the Board of Directors and Executive Committees of several civic organizations, including The Commerce Club, Central Atlanta Progress, the Atlanta Chamber of Commerce, The Children’s Museum of Atlanta and the Georgia State Golf Association. Walter is a Graduate of Stanford University and the University of Texas School of Law (1970).
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About : Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Paul Parker
Co-Chairman, Global Mergers & Acquisitions of Goldman Sachs
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Eyal Shinar
Executive Chairman and Co-Founder of Fundbox
Founder and Executive Chairman of Fundbox, Eyal is an expert in financial technology, AI and technology management. Prior to Fundbox, Eyal served as VP at Battery Ventures, leading projects and investments in finance, machine learning and SaaS. Notable examples are IDI Direct Insurance, Istra Research, Cortera, cVidya, Leadspace, Champions Oncology, Relay Foods, and Sportority. Prior to his work in Battery Ventures, Eyal was one of the first employees of Old Lane, a $5.5B NYC-based global hedge fund (later acquired by Citigroup) and also worked for Castle Harlan, a leading $6B NYC-based buyout firm. Eyal graduated from the special program for outstanding students at the Hebrew University with an LLB in Law and advanced degree in Finance. He earned his MBA from The Wharton School of Business at the University of Pennsylvania. Eyal was recently recognized by Goldman Sachs as one of the 100 Most Intriguing Entrepreneurs of 2016 at its Builders + Innovators Summit.
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About Fundbox: Fundbox is an AI-powered financial platform for small businesses.
Jason Finger
Chairman of Upper90
Jason Finger is the founder of Salvo Health.
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About Grubhub, Oxygen Capital Partners, LLC, Salvo Health, Upper90: Upper90 is a hybrid fund that provides founder-friendly credit and equity to top disruptors in e-commerce, enterprise, and fintech.
Hamilton James
Executive Vice Chairman of Blackstone Group
Hamilton (“Tony”) E. James is Executive Vice Chairman of Blackstone, and a member of the board of directors of its general partner, Blackstone Group Management L.L.C. He is also a member of Blackstone’s Management Committee and sits on each of the firm’s investment committees. Mr. James previously served as the firm’s President and Chief Operating Officer. Prior to joining Blackstone in 2002, Mr. James was Chairman of Global Investment Banking and Private Equity at Credit Suisse First Boston and a member of the Executive Board. Prior to the acquisition of Donaldson, Lufkin & Jenrette by Credit Suisse First Boston in 2000, Mr. James was the Chairman of DLJ’s Banking Group, responsible for all the firm’s investment banking and merchant banking activities. Mr. James joined DLJ in 1975 as an Investment Banking associate. He became head of DLJ’s global M&A group in 1982, founded DLJ Merchant Banking, Inc. in 1985, and was named Chairman of the Banking Group in 1995. Mr. James is Chairman of the Board of Directors of Costco Wholesale Corporation and has served on a number of other corporate Boards. Mr. James is a Trustee of The Metropolitan Museum of Art, member of The Boards of Trustees of the Mount Sinai Health System, member of the Center for American Progress Board of Trustees, Vice Chairman of Trout Unlimited’s Coldwater Conservation Fund, Vice Chairman of the Board of Trustees of Wildlife Conservation Society, Advisory Board member of The Montana Land Reliance, and Chairman Emeritus of the Board of Trustees of American Ballet Theatre. He is also a former member of the President’s Export Council and a former Commissioner of The Port Authority of New York and New Jersey. In 2018, Mr. James co-authored the second edition of Rescuing Retirement, a book proposing a solution to America’s looming retirement crisis. The first edition was published in 2016. Mr. James graduated magna cum laude with a BA from Harvard College in 1973 and was a John Harvard Scholar. He earned an MBA with high distinction from the Harvard Business School and graduated as a Baker Scholar in 1975.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Stephen Schwarzman
Chairman, CEO & Co-Founder of Blackstone Group
Stephen Schwarzman is Chairman, CEO and Co-Founder of Blackstone. Schwarzman has been involved in all phases of the firm’s development since its founding in 1985. The firm is currently the world’s largest independent alternative asset manager with $218 billion Assets Under Management, as of March 31, 2013. Schwarzman is an active philanthropist with a history of supporting education and schools. Whether in business or in philanthropy, he has always attempted to tackle big problems and find transformative solutions. In 2013, he founded an international scholarship program, “Schwarzman Scholars,” at Tsinghua University in Beijing, to educate future leaders about China. At $300 million, the program is modeled on the Rhodes Scholarship and is the single largest philanthropic effort in China’s history coming largely from international donors. In 2007, Schwarzman donated $100 million to the New York Public Library, on the board of which he serves. Schwarzman is also committed to supporting education locally, sending over two hundred students per year to parochial schools in the New York area. Schwarzman is a member of The Council on Foreign Relations, The Business Council, The Business Roundtable, and The International Business Council of the World Economic Forum. He serves on the boards of The Asia Society, The Board of Directors of The New York City Partnership and The Advisory Board of the School of Economics and Management at Tsinghua University, Beijing. He is a Trustee of The Frick Collection in New York City and Chairman Emeritus of the Board of Directors of The John F. Kennedy Center for the Performing Arts. In 2007, Schwarzman was included in TIME’s “100 Most Influential People.” In that same year, he was awarded the Légion d’Honneur of France and promoted to Officier in 2010. Schwarzman holds a B.A. from Yale University and an M.B.A. from Harvard Business School. He has served as an adjunct professor at the Yale School of Management, is on the Harvard Business School Board of Dean’s Advisors and Harvard University’s Global Advisory Council. In 2012, he was awarded an Honorary Degree from Quinnipiac University.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Liping Zhang
Senior Managing Director and Chairman of Blackstone Group
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Katsuyuki Kuki
Chairman and Representative Director for Japan of Blackstone Group
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Peter Briger
Principal & Co-Chairman of the Board of Directors of Fortress Investment Group
Briger is a principal and Co-Chairman of the board of directors of Fortress. He has served as a member of the board of directors of Fortress since November 2006 and was elected Co-Chairman in August 2009. Briger has been a member of the Management Committee of Fortress since March 2002. Briger is responsible for the Credit and Real Estate business at Fortress. Prior to joining Fortress in March 2002, Briger spent fifteen years at Goldman, Sachs & Co., where he became a partner in 1996. Briger serves on the board of Tipping Point, a non-profit organization serving low income families in San Francisco. Briger also serves on the board of Caliber Schools, a network of charter schools committed to preparing students for success in competitive four-year colleges and beyond. Briger received a B.A. from Princeton University and an M.B.A. from the Wharton School of Business at the University of Pennsylvania.
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About Fortress Investment Group: Fortress is an investment management firm that manages alternative assets in private equity, liquid hedge funds, and credit funds.
Wes Edens
Co-Founder & Chairman of Fortress Investment Group
Chairman and Founder at Fortress Investment Group.
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About Aston Villa, Fortress Investment Group, Milwaukee Bucks Inc., New Fortress Energy: Fortress is an investment management firm that manages alternative assets in private equity, liquid hedge funds, and credit funds.
Al Goldstein
Executive Chairman, Founder of Avant
Al is the co-founder and CEO of Avant, an online marketplace lending platform. Avant was named to Forbes America’s Most Promising Companies list for 2015 as well as Forbes Next Billion Dollar Startups list for 2015. Prior to Avant, Al co-founded Pangea Properties, a private REIT invested in distressed and value-add multi-family properties. Al was co-founder, President and CEO of CashNetUSA, now Enova International, from 2004 until 2008. Prior to that, he was part of Deutsche Bank’s Leveraged Finance practice. Al is an active member of the Young Presidents Organization (YPO) and America Israel Public Affairs Committee (AIPAC) and mentors young entrepreneurs.
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About Amount, Avant, Pangea Properties, Spring Labs: Avant is an online lending platform that offers alternatives to its clients with safe financial products.
Barry Sternlicht
Chairman & Chief Executive Officer of Starwood Capital Group
Barry Sternlicht is Chairman & Chief Executive Officer of Starwood Capital Group, the private investment firm he formed in 1991 focused on global real estate, hotel management, oil and gas, energy infrastructure and securities trading. Sternlicht is also Chairman of Starwood Property Trust, now the largest commercial mortgage REIT in the U.S. traded on the NYSE. For the past twenty-two years, he has structured investments with an asset value of more than $40 billion. Starwood’s funds have invested in more than 18,000 apartment units, more than 1,000 hotels, over 22 million square feet of office properties, 15 million square feet of retail and over 20,000 acres of land in residential subdivisions. Today the firm manages approximately $29 billion of assets under management on behalf of its high net worth and institutional partners. Starwood Capital Group employs approximately 330 associates at its headquarters in Greenwich, Connecticut, with other offices in Atlanta, Chicago, San Francisco, Los Angeles, Washington DC, London, Sao Paolo, Paris and Luxembourg. Starwood’s family of products includes Starwood Energy Partners, focused on energy infrastructure investments, Starwood Real Estate Securities, a long-short fund, and Starwood Oil & Gas Group. From 1995 through early 2005, Sternlicht was Chairman and CEO of Starwood Hotels & Resorts Worldwide (HOT), Inc., a company he founded in 1995. In 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. Starwood Hotels is a fully integrated owner, operator and franchiser of hotels with nine brands, including: St. Regis, The Luxury Collection, W Hotels, Sheraton, Westin, Meridien, and Four Points. Sternlicht created W Hotels, perhaps the world’s most successful “boutique” brand, and built St. Regis Hotels into a global brand. In 2013, Sternlicht was named the #1 Most Important Person in Commercial Real Estate Finance by The Mortgage Observer. In 2010, Sternlicht was named Executive of the Year and Investor of the Year by Commercial Property Executive. Sternlicht was named America’s Best Lodging CEO by Institutional Investor magazine. Sternlicht is a member of the Interior Design Magazine Hall of Fame. He received the Preston Robert Tisch Distinguished Industry Leadership Award from New York University, the CEO Diversity Award by 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. Sternlicht’s humanitarian efforts have led to prestigious national honors such as JDRF’s Man of the Year, JDRF’s Living and Giving Award and JDRF’s Chairman’s Award. Sternlicht is a trustee of his alma mater, Brown University. He serves on the Board of Directors of The Estée Lauder Companies, Restoration Hardware, and TriPointe Homes. Sternlicht is also Chairman of the Board of Societé du Louvre. He serves as Chairman of the Board of Robin Hood and is on the boards of the Pension Real Estate Association (PREA), the Real Estate Roundtable, the Dreamland Film & Performing Arts Center, and the Executive Advisory Board of Americans for the Arts. He is a member of the World Presidents Organization and the Urban Land Institute. Barry Sternlicht received his BA, magna cum laude, with honors from Brown University. He later earned an MBA with distinction from Harvard Business School.
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About Starwood Capital Group: Starwood Capital has invested $11.8 billion of equity since 1991 in all asset classes and levels of the capital structure.
Jerry Marcus
Vice Chairman,Americas investment banking of UBS
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About UBS: UBS is a global financial services company that engages in the provision of financial management solutions.
Paul Crisci
Global Head of Private Capital Markets and Chairman of TMT Investment Banking of UBS
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About UBS: UBS is a global financial services company that engages in the provision of financial management solutions.
Jeb Hensarling
Executive Vice Chairman of UBS
Jeb Hensarling recently completed an eight-term career in the U.S. Congress. He served three terms as Chairman of the House Financial Services Committee which exercises jurisdiction over a broad swath of the nation’s economy including banking, securities, insurance, housing and monetary policy. The Los Angeles Times said Hensarling was “a pivotal player in the GOP effort to reduce financial regulation in the Trump era.” As chairman, Hensarling shepherded over 80 bills into law including the Economy Growth, Regulatory Relief and Consumer Protection Act, widely recognized as the most pro-growth banking bill in a generation, as well as the JOBS 2.0 legislation which helps startups and early growth companies access capital.
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About UBS: UBS is a global financial services company that engages in the provision of financial management solutions.
Jeb Bush
Chairman of Dock Square Capital
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About Dock Square Capital: Dock Square Capital LLC is a merchant bank founded on the core principles of transparency, creativity, trust, and alignment of interest.
Stephen Fraidin
Vice Chairman of Pershing Square Capital Management
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About Pershing Square Capital Management: Pershing Square Capital Management, L.P. is a New York-based hedge fund sponsor. Funds under management include Pershing Square L.P.
J. Christopher Giancarlo
Acting Chairman of Commodity Futures Trading Commission
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About Commodity Futures Trading Commission: CFTC aims to protect market participants and the public from fraud related to market transactions.
Heath Tarbert
Chairman & Chief Executive of Commodity Futures Trading Commission
Heath Tarbert is the chairman and chief executive at U.S. Commodity Futures Trading Commission.
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About Commodity Futures Trading Commission: CFTC aims to protect market participants and the public from fraud related to market transactions.
Kathleen A. Rogers
Vice Chairman & Chief Financial Officer of U.S. Bancorp
Ms. Rogers is Vice Chairman and Chief Financial Officer of U.S. Bancorp. Ms. Rogers, 49, has served in this position since January 2015. From June 2005 until January 2015, she served as U.S. Bancorp’s Executive Vice President, Business Line Reporting and Planning, having served in various financial roles at U.S. Bancorp since joining the company in 1987.
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About U.S. Bancorp: U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
Terrance R. Dolan
Vice Chairman, Wealth Management & Securities Services of U.S. Bancorp
Mr. Dolan is Vice Chairman, Wealth Management and Securities Services, of U.S. Bancorp. Mr. Dolan, 53, has served in this position since July 2010. From September 1998 to July 2010, Mr. Dolan served as U.S. Bancorp’s Controller. He additionally held the title of Executive Vice President from January 2002 until June 2010 and Senior Vice President from September 1998 until January 2002.
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About U.S. Bancorp: U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
Kent V. Stone
Vice Chairman, Consumer Banking Sales and Support of U.S. Bancorp
Mr. Stone is Vice Chairman, Consumer Banking Sales and Support, of U.S. Bancorp. Mr. Stone, 57, has served in this position since March 2013. He served as an Executive Vice President of U.S. Bancorp from 2000 to 2013, most recently with responsibility for Consumer Banking Support Services since 2006, and held other senior leadership positions with U.S. Bancorp since 1991.
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About U.S. Bancorp: U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
Jeffry H. von Gillern
Vice Chairman, Technology and Operations Services of U.S. Bancorp
Mr. von Gillern is Vice Chairman, Technology and Operations Services, of U.S. Bancorp. Mr. von Gillern, 49, has served in this position since July 2010. From April 2001, when he joined U.S. Bancorp, until July 2010, Mr. von Gillern served as Executive Vice President of U.S. Bancorp, additionally serving as Chief Information Officer from July 2007 until July 2010.
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About U.S. Bancorp: U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
James B. Kelligrew
Vice Chairman, Wholesale Banking of U.S. Bancorp
Mr. Kelligrew is Vice Chairman, Wholesale Banking, of U.S. Bancorp. Mr. Kelligrew, 50, has served in this position since January 2016. From March 2014 until December 2015, he served as Executive Vice President, Fixed Income and Capital Markets, of U.S. Bancorp, having served as Executive Vice President, Credit Fixed Income, of U.S. Bancorp from May 2009 to March 2014. Prior to that time, he held various leadership positions with Wells Fargo Securities from 2003 to 2009, and with Bank of America Securities from 1993 to 2003.
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About U.S. Bancorp: U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
Shailesh M. Kotwal
Vice Chairman, Payment Services of U.S. Bancorp
Mr. Kotwal is Vice Chairman, Payment Services, of U.S. Bancorp. Mr. Kotwal, 50, has served in this position since joining U.S. Bancorp in March 2015. From July 2008 until May 2014, he served as Executive Vice President of TD Bank Group with responsibility for retail banking products and services and as Chair of its enterprise payments council. From 2006 until 2008, he served as President, International, of eFunds Corporation. Previously, Mr. Kotwal served in various leadership roles at American Express Company from 1989 until 2006, including responsibility for operations in North and South America, Europe and the Asia-Pacific regions.
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About U.S. Bancorp: U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
John R. Elmore
Vice Chairman of U.S. Bancorp
Mr. Elmore is Vice Chairman, Community Banking and Branch Delivery, of U.S. Bancorp. Mr. Elmore, 58, has served in this position since March 2013. From 1999 to 2013, he served as Executive Vice President, Community Banking, of U.S. Bancorp and its predecessor company, Firstar Corporation.
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About U.S. Bancorp: U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
Leslie V. Godridge
Vice Chairman, Wholesale Banking of U.S. Bancorp
Ms. Godridge is Vice Chairman, Wholesale Banking, of U.S. Bancorp. Ms. Godridge, 60, has served in this position since January 2016. From February 2013 until December 2015, she served as Executive Vice President, National Corporate Specialized Industries and Global Treasury Management, of U.S. Bancorp. From February 2007, when she joined U.S. Bancorp, until January 2013, Ms. Godridge served as Executive Vice President, National Corporate and Institutional Banking, of U.S. Bancorp. Prior to that time, she served as Senior Executive Vice President and a member of the Executive Committee at The Bank of New York, where she was head of BNY Asset Management, Private Banking, Consumer Banking and Regional Commercial Banking from 2004 to 2006.
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About U.S. Bancorp: U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
John R. Elmore
Vice Chairman of U.S. Bancorp
Mr. Elmore is Vice Chairman, Community Banking and Branch Delivery, of U.S. Bancorp. Mr. Elmore, 58, has served in this position since March 2013. From 1999 to 2013, he served as Executive Vice President, Community Banking, of U.S. Bancorp and its predecessor company, Firstar Corporation.
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About U.S. Bancorp: U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
Michael A. Gooch
Chairman of the Board of GFI Group
Mr. Michael A. Gooch founded the business of GFI Group Inc. in 1987 and has been GFI’s Chairman and Chief Executive Officer since its inception in 1987. Prior to this, Mr. Gooch worked for Citibank, Refco Group, Bierbaum Martin, Harlow Meyer Savage and Tullet & Tokyo Forex. Mr. Gooch is the President and majority shareholder of Jersey Partners, the largest shareholder of GFI. Mr. Gooch served for eight years as a member of the Board of Trustees of Monmouth University in New Jersey and was a Board Member of the Count Basie Theatre Foundation, Red Bank, NJ. In 2007, Global Capital Associates honored Mr. Gooch with the Theodor Herzl award, which salutes ‘people who had a vision to build new enterprises and movements and change existing paradigms; people with the courage to do something different.” For his support of PAX, a non-profit organization working to end gun violence against children and families in the U.S., Michael Gooch and his wife, Diane were honored in 2006.
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About : GFI Group is a intermediary in the global OTC and listed markets offering an array of sophisticated trading technologies and products.
David Roberts
Deputy Chairman and Independent Director of Lloyds Banking Group
Joined the Board in March 2010 Chairman of the Risk Committee. Member of the Audit Committee, the Remuneration Committee and the Nomination & Governance Committee. David has many years of experience at board and executive management level in retail and commercial banking in the UK and internationally. As Chair of the Risk Committee, he has a deep understanding of risk management, underpinned by recent, in-depth knowledge of all aspects of banking operations. David’s valuable contributions to the deliberations of the Board and Committee meetings, combined with natural leadership qualities, make him an effective Deputy Chairman. David has a Diploma in Marketing from the Chartered Institute of Marketing, a degree in Mathematics & Applications from Birmingham University and an MBA from the University of Reading. David joined Barclays in 1983 and held various senior management positions culminating in Executive Director, member of the Group Executive Committee and Chief Executive, International Retail and Commercial Banking, a position which he held until December 2006. He is a former Non-Executive Director of BAA and Absa Group and was Chairman and Chief Executive of BAWAG P.S.K. AG.
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About Creative Destruction Lab (CDL), Lloyds Banking Group: Lloyds Banking Group is a major British financial institution formed through the acquisition of HBOS by Lloyds TSB in 2009.
Cristina Morgan
Vice Chairman, Investment Banking of JP Morgan Chase
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About JP Morgan Chase: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Jamie Dimon
Chairman of the Board of JP Morgan Chase
Mr. Dimon became Chairman of the Board on December 31, 2006, and has been Chief Executive Officer and President since December 31, 2005. He had been President and Chief Operating Officer since JPMorgan Chase’s merger with Bank One Corporation in July 2004. At Bank One he had been Chairman and Chief Executive Officer since March 2000. Prior to joining Bank One, Mr. Dimon had extensive experience at Citigroup Inc., the Travelers Group, Commercial Credit Company and American Express Company. Mr. Dimon graduated from Tufts University in 1978 and received an MBA from Harvard Business School in 1982. He serves on the Board of Directors of Harvard Business School and Catalyst and is a member of The Business Council. He is also on the Board of Trustees of New York University School of Medicine. Mr. Dimon does not serve on the board of any publicly traded company other than JPMorgan Chase.
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About JP Morgan Chase, JP Morgan Chase: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Glenn Tilton
Chairman of the Midwest of JP Morgan Chase
Tilton served as Chairman of the Midwest for JPMorgan Chase & Co. and a member of its companywide Executive Committee from June 2011 to June 2014. From October 2010 to December 2012, Mr. Tilton also served as the Non-Executive Chairman of the Board of United Continental Holdings, Inc. From September 2002 to October 2010, he served as Chairman, President and Chief Executive Officer of UAL Corporation, a holding company, and Chairman and Chief Executive Officer of United Air Lines, Inc., an air transportation company and wholly owned subsidiary of UAL Corporation. Mr. Tilton is also a Director of AbbVie Inc. and Phillips 66. Mr. Tilton also served on the Board of Directors of Lincoln National Corporation from 2002 to 2007, of TXU Corporation from 2005 to 2007, of Corning Incorporated from 2010 to 2012, and of United Continental Holdings, Inc. from 2001 to 2013. Having previously served as Chairman of the Midwest for JPMorgan Chase & Co., Non-Executive Chairman of the Board of United Continental Holdings, Inc., Chairman, President, and Chief Executive Officer of UAL Corporation and United Air Lines, Vice Chairman of Chevron Texaco, and as Interim Chairman of Dynegy, Inc., Mr. Tilton acquired strong management experience overseeing complex multinational businesses operating in highly regulated industries, as well as expertise in finance and capital markets matters.
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About : JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Melissa Bean
Chairman of the Midwest of JP Morgan Chase
Melissa Bean is aChairman of the Midwest at JPMorgan Chase.
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About JP Morgan Chase: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Soul Htite
Founder & Executive Chairman of Dianrong
Soul Htite is the founder and CEO of Dianrong. Prior to co-founding Dianrong in 2012, Soul co-founded Lending Club, the world’s largest and benchmarking financial technology company. He served as the Head of Technology until 2011. Soul led all the design and development efforts of Lending Club’s award winning online lending platform. Soul spent the earlier part of his career building enterprise software at Oracle Corporation. His focus was in real-time online services and system design for high availability and fault tolerance. Soul holds a Bachelor of Science degree in Computer Science from the Université de Montréal. Specialties: entrepreneurship, internet, software, product design, innovation, creativity, product development, startups, investment
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About Dianrong, Upgrade: Dianrong is an online marketplace lending company that uses technology to transform the way China is financed to help enrich people’s lives.
Ken Moelis
Chairman & CEO of Moelis & Company
Ken Moelis is Founder, Chairman and Chief Executive Officer of Moelis & Company, a global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. Mr. Moelis has over 30 years of investment banking experience. Prior to founding Moelis & Company, he worked at UBS from 2001 to 2007, where he was most recently President of UBS Investment Bank and previously Joint Global Head of Investment Banking. Before joining UBS, Mr. Moelis was Head of Corporate Finance at Donaldson, Lufkin & Jenrette, where he worked from 1990 through 2000. Mr. Moelis serves on the University of Pennsylvania Board of Trustees, the Wharton Board of Overseers, the Board of the Tourette Syndrome Association, and the Board of Governors of Cedars Sinai Hospital. He holds an undergraduate degree and an M.B.A. from the Wharton School at the University of Pennsylvania.
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About Moelis & Company, Moelis & Company: Moelis & Company is an investment bank that provides innovative strategic advice and solutions to a diverse client base.
John Tuttle
Vice Chairman & Chief Commercial Officer of New York Stock Exchange
John Tuttle is the Global Head of Listings for NYSE Group, a wholly owned subsidiary of the Intercontinental Exchange (NYSE: ICE). Tuttle leads the team that oversees the relationships with more than 2,400 NYSE Listed companies. He is responsible for driving client-focused initiatives, programs and services to support listed companies and assist them in maximizing the NYSE platform. Most recently, Tuttle was the Chief of Staff of NYSE Group, where he served as a key adviser to the NYSE President. Previously, he served as Head of Corporate Affairs at NYSE Group and as Managing Director of Global Affairs and Government Relations at NYSE Euronext, then-parent company of the New York Stock Exchange as well as five other financial exchanges in Europe.
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About IntercontinentalExchange, New York Stock Exchange: New York Stock Exchange views stock market news, stock market data, and trading information.
Betty Liu
Executive Vice Chairman of New York Stock Exchange
Betty Liu is the Executive Vice Chairman for NYSE Group, a wholly-owned subsidiary of Intercontinental Exchange, Inc. (NYSE: ICE). Liu oversees the NYSE marketing strategy, including customer-centric messaging, brand, digital and events consistent with Intercontinental Exchange’s growth strategy. Prior to joining the NYSE in 2018, Liu was an award-winning business journalist. She most recently anchored the Bloomberg Television “Daybreak Asia” program. She also co-created and anchored “In the Loop” for 8 years on Bloomberg. Prior to the NYSE acquisition, Liu served as founder and CEO of Radiate. Radiate’s content of empowering leaders with expert advice continues to scale through NYSE’s platforms today. Before joining Bloomberg Television, Liu was an anchor for CNBC Asia based in Hong Kong. Prior to that, she was the Atlanta bureau chief for the Financial Times. Earlier in her career, Liu was the Taiwan bureau chief for Dow Jones Newswires and a Hong Kong-based regional correspondent for the newswire. In 1997, she received a Dow Jones Newswires Award for her coverage of the Asian financial crisis. Liu is also author of the career guide, Work Smarts: What CEOs Say You Need to Know to Get Ahead. Liu earned a Bachelor of Arts degree in English from the University of Pennsylvania.
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About New York Stock Exchange: New York Stock Exchange views stock market news, stock market data, and trading information.
Bruce Karsh
Co-Chairman and Chief Investment Officer of Oaktree Capital Management
Bruce A. Karsh serves as Co-Chairman, Chief Investment Officer, and co-founder of Oaktree Capital Management, L.P., formerly Oaktree Capital Management, LLC, a Los Angeles-based investment management firm. Prior to co-founding Oaktree, Karsh was a Managing Director of the TCW Group, and the portfolio manager of its Special Credits Funds for seven years. Prior to joining TCW, Karsh worked as Assistant to the Chairman of Sun Life Insurance Company of America and of SunAmerica, Inc., its parent. Prior to that, Karsh was an attorney with the law firm of O’Melveny & Myers. Karsh serves on the Board of Directors of Oaktree Capital Group, LLC, and also serves as a Trustee on the Duke University Board of Trustees.
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About aXiomatic, Karsh Family Foundation, Oaktree Capital Management: Oaktree Capital Management is a privately owned investment manager specializing in alternative investment strategies.
John Frank
Vice Chairman of Oaktree Capital Management
Frank is Vice Chairman of Oaktree Capital Management, a leader among global investment managers specializing in alternative investments.
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About Oaktree Capital Management, The State Bar of California: Oaktree Capital Management is a privately owned investment manager specializing in alternative investment strategies.
Howard Marks
Co-Chairman of Oaktree Capital Management
Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction. From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. He was also Chief Investment Officer for Domestic Fixed Income at TCW. Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp’s Director of Research. Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the Booth School of Business of the University of Chicago, where he received the George Hay Brown Prize. He is a CFA® charterholder.
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About Oaktree Capital Management: Oaktree Capital Management is a privately owned investment manager specializing in alternative investment strategies.
Jonathan Nelson
Founder and Executive Chairman of Providence Equity Partners
Jonathan M. Nelson is Providence Equity Partner’s Founder and Chief Executive Officer. He has been a private equity investor for over 30 years. He founded Providence in 1989, pioneering a sector-focused strategy to private equity investing with the vision that a dedicated team of industry experts could build exceptional companies of enduring value. He serves on the Board of Directors of The Chernin Group and Univision Communications. He has also served as a director of numerous other Providence portfolio companies, including Bresnan Communications, Eircom plc, Hulu, Language Line, MetroNet (now AT&T Canada), MLS Media, VoiceStream Wireless (now Deutsche Telekom), Warner Music Group, Western Wireless Corporation (now AT&T Corp.) and Yankees Entertainment and Sports Network (YES). Prior to founding Providence, he was a Managing Director of Narragansett Capital, which he joined in 1983. At Narragansett Capital, Mr. Nelson specialized in private equity investments in the cable television, broadcasting and publishing sectors. He received a Master of Business Administration from Harvard Business School and a Bachelor of Arts from Brown University. He is a Trustee of Brown University and founder of the University’s Jonathan M. Nelson Center for Entrepreneurship, which supports a student-centered and faculty-led initiative that operates in collaboration with various other departments, schools, and centers at Brown to provide students with a strong academic grounding in entrepreneurship, blended with applied experiences and mentorship opportunities. He is also a Trustee of The Rockefeller University and Institute for Advanced Study, a member of the Board of Dean’s Advisors at Harvard Business School and serves on the Board of the Newport Festivals Foundation.
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About Providence Equity Partners: Providence Equity Partners is a private equity firm that focuses on media, entertainment, communications, and information investments.
Roger G Clarke
Chairman of Analytic Investors
Roger Clarke is responsible for directing the development of the firm’s investment strategies and research agenda. Recognized as an authority with more than 20 years’ experience in quantitative investment research, Roger has authored numerous articles and papers including two tutorials for the CFA Institute. He has served as a member of the editorial boards of the Journal of Portfolio Management and the Financial Analysts Journal. He also served on the faculty of Brigham Young University for eight years where he specialized in investment and options theory and continues to lecture as a guest professor. He concurrently serves as President of a non-profit organization. Roger received a Ph.D. in Finance and a MS degree in Economics from Stanford University as well as MBA and BA degrees in Physics from Brigham Young University.
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About Analytic Investors: Analytic Investors is an independent, employee-owned boutique, our culture is rooted in our continuous focus on providing its clients.
Steve Kimble
Chairman and Chief Executive Officer, Deloitte Tax LLP of Deloitte
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Duane Dickson
Vice Chairman and US Oil, Gas & Chemicals Sector Leader of Deloitte
Duane Dickson is a vice chairman and principal in Deloitte Consulting LLP’s Energy Resources & Industrials industry group, as well as the US Oil, Gas & Chemicals sector leader and the Global Chemicals & Specialty Materials Consulting leader. Duane has more than 38 years of business and consulting experience in senior leadership positions in major industrial and healthcare products companies He focuses on providing services in corporate and growth strategies; acquisitions, divestitures, and carve-outs; and general management, working primarily with chemicals, materials, industrial products, consumer packaged goods, medical devices, and safety equipment industries.
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Mike Fucci
Chairman of the Board of Directors of Deloitte
Mike Fucci leads the Deloitte board of directors in providing governance and oversight as well as guidance on priority matters such as firm strategy, brand positioning, risk mitigation, talent development, and leadership succession. He was most recently the COO for Deloitte Consulting LLP and national managing partner for its Advisory and Services practice. For 33 years, he has been a practitioner and principal at Deloitte, with specialties in HR transformation, talent strategies, and total rewards.
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About : Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Craig Giffi
Vice Chairman- Consumer & Industrial Products of Deloitte
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Doug Beaudoin
Vice Chairman of Deloitte
Doug Beaudoin is vice chairman and US Life Sciences and Health Care (LSHC) industry leader for Deloitte LLP leading the overall strategic direction for the LSHC practices including audit, consulting, tax, and advisory services. He also serves as Deloitte’s global and US LSHC consulting leader. With 30 years of experience, Doug has exceptional depth in the LSHC space and has advised many of the industry’s market leaders on their most strategic and transformative events.
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Paul Purcell
Chairman of Baird Capital
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About Baird Capital, Robert W. Baird & Co.: Baird Capital makes venture capital, growth equity, and private equity investments in strategically-targeted sectors around the world.
Carla Harris
Vice Chairman and Managing Director of Morgan Stanley
Carla Harris is Vice Chairman of Wealth Management and Senior Client Advisor at Morgan Stanley. She was Chair of the Morgan Stanley Foundation from 2005 to 2014, and sits on the boards of several community organizations. In August 2013, Carla was appointed by President Barack Obama to chair the National Women’s Business Council. She is a gospel recording artist and a popular public speaker who gives impactful career guidance to corporate audiences based on her book, “Expect to Win.” Carla joined Morgan Stanley in 1987 after completing an AB in economics from Harvard University and an MBA from Harvard Business School.
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About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Brad Whitman
Vice Chairman of the bank’s financial institutions group of Morgan Stanley
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About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Daniel Yergin
Vice Chairman of IHS Markit
Daniel Yergin is vice chairman of IHS Markit. The Pulitzer-Prize winning author of “The Prize,” and “The Quest,” Dr. Yergin was vice chairman of IHS Markit and founded IHS CERA (now part of IHS Markit). He is an authority on energy, international politics and economics. His awards include Lifetime Achievement from the Prime Minister of India and the United States Energy Award for lifelong achievements in energy and the promotion of international understanding. He holds a Bachelor of Arts. from Yale University and a Ph.D. from Cambridge University, where he was a Marshall Scholar.
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About IHS Markit: IHS provides information and analysis to support the decision-making process of businesses and governments in regards to various industries.
Frederic Seegal
Managing Director, Vice Chairman of Investment Banking of Cowen Group
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About Cowen Group: Cowen Group is a diversified financial services firm and, together with its consolidated subsidiaries, provides alternative investment
Fred Fraenkel
Vice Chairman of Cowen Group
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About Cowen Group: Cowen Group is a diversified financial services firm and, together with its consolidated subsidiaries, provides alternative investment
Sandeep Tyagi
Chairman and Managing Director of Estee Advisors
Tyagi is the Chairman and Managing Director of Estee Advisors, an investment management company focused on providing risk-optimized returns through predictive models and data analytics. Prior to Estee Advisors, Tyagi was the Founder and CEO of Inductis, a consulting and outsourcing firm that he founded in 2000. Its mix of world-class business consulting and state-of-the-science analytical capabilities & infrastructure assisted diversified financial services companies with marketing optimization and risk management. Inductis was merged with EXL Service in 2006. Prior to founding Inductis, he was a partner and the head of e-business and data analytics practices at the Mitchell Madison Group (MMG), a global strategy consulting firm. He serves as a Board Member of the Young Presidents Organization (YPO), Delhi Chapter and also of the Indian Institute of Technology, Delhi Excellence Foundation. He also received the 40 Under 40 Award in New Jersey in 2006.
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About Estee Advisors, Gulaq: Estee Advisors is a quant-based investment management and execution services provider.
Mingzhe Ma
Chairman and CEO of Ping An
Mingzhe Ma is the founder of the Company. Mingzhe Ma founded Ping An Insurance Company in March 1988, and is the current Chairman and CEO of the Company. Since the establishment of the Company, Mingzhe Ma has served as President, Director, Chairman and CEO of the Company, and has been in charge of operations and management of the Company. Before establishing the Company, Mingzhe Ma was Deputy Manager of China Merchants Shekou Industrial Zone Social Insurance Company. Mingzhe Ma has a doctor’s degree in money and banking from Zhongnan University of Economics and Law (previously Zhongnan University of Economics).
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About Ping An, Ping An Healthcare Management: Ping An Insurance Company is a holding company deals with insurance, banking, and financial service.
William Foley II
Chairman of Fidelity National Financial
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About Fidelity National Financial: Fidelity National Financial, Inc. (NYSE:FNF), is a provider of title insurance, mortgage services and diversified services.
Nicholas Lopardo
Chairman of the Board of Directors of Susquehanna International Group (SIG)
Lopardo has been Chairman and Chief Executive Officer of Susquehanna Capital Management Group, an investment holding company, since January 2002. Lopardo retired in December 2001 as Vice Chairman of State Street Bank and Trust Company and Chairman and Chief Executive Officer of State Street Global Advisors, the bank’s investment management group. Lopardo had been associated with State Street Bank and Trust Company since 1987, and previously held several executive level positions including Executive Vice President. Lopardo has over 38 years of experience in the pension industry, having served in a variety of roles with Equitable Life Assurance Society related to pension marketing, client relationships, and pension investment advisory services. Lopardo is a director of Myriad Entertainment and Resorts, Inc., and also serves as a director of several privately held companies. He served eight years as a member of the board of directors of Susquehanna University, holding the position of Chairman of that board in 2000 and 2001. He was also Chairman of the advisory board of the Weiss School of Business at Susquehanna University, and is Chairman Emeritus of the board and a lifetime trustee of the Landmark School, a premier secondary school for students with language-based learning disabilities. Lopardo is also a board member of Boston Partners in Education and USA Hockey Foundation. Lopardo received a Bachelor of Science degree in marketing and management from Susquehanna University. Lopardo has spent almost four decades working in positions of executive leadership within the financial services industry. His demonstrated acumen for business leadership on an international scale enables him to provide expert oversight of our senior management team in his roles as a member of our board and as Chair of the compensation and benefits committee of our board. Additionally, Lopardo utilizes the skill and experience that he has developed in corporate financial matters as a member of the finance committee of our board.
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About Susquehanna International Group (SIG): SIG is a global quantitative trading firm committing its own capital to trade financial products around the world.
Thomas Gallagher
Chairman, International Brokerage of Gallagher
Thomas J. Gallagher joined Gallagher in 1980 as a producer after participating in the company’s summer internship program for two years. He was promoted to Area President of the Milwaukee office in 1987, and in 1996 was named President of the San Francisco Construction office. Tom helped establish Gallagher Construction Services, serving as Niche Managing Director from 1997 to 2002. After working in the field for 15 years, Tom returned to Itasca in 2002 to lead the Brokerage Services Division’s Midwest Region. He was appointed to lead the International Brokerage operations in January 2011.
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About Gallagher: Gallagher is an international insurance brokerage and risk management services firm.
Peter Brooke
Chairman of Advent International
Founder and Former CEO of Advent International and TA Associates Mr. Brooke has over 40 years of banking and venture capital experience in the US, Europe, Asia and other international markets. He founded also Advent International in 1984 in the management of international private equity investment programs. In addition to serving as CEO of Advent for 11 years, he helped establish numerous affiliated venture capital and private equity firms in Europe, Asia, Latin America and Israel. Prior to forming Advent, Mr. Brooke was the managing partner of TA Associates, a venture capital firm he founded in 1968. Today TA is one of the largest private equity firms in the US. Mr. Brooke is a member of the Private Equity Hall of Fame and recipient of the National Venture Capital Association’s Lifetime Achievement in Venture Capital Award and Harvard Business School’s Alumni Achievement Award. He is also a Fellow of the American Academy of Arts and Science. The Boston Business Journal named him one of Greater Boston’s 100 most influential business people of the 20th century. Mr. Brooke is a graduate of Harvard College and Harvard Business School.
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About Advent International, TA Associates: Advent International is a global private equity firm that invests in the business and financial services.
Curtis Lee
Chairman, President, and Cofounder of Pinwheel
Curtis Lee is a co-founder and CEO of Luxe, Founder of Pinwheel, Angel Investor, and Partner at Primary Venture Partners.
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About Pinwheel, Primary Venture Partners: Pinwheel is the market-leading payroll data connectivity platform building the income layer that will power a fairer financial system.
Laurence D. Fink
Chairman and Chief Executive Officer of BlackRock
Laurence D. Fink, Chairman and Chief Executive Officer of BlackRock, also leads the Global Executive Committee. Mr. Fink has led the firm since its founding in 1988, keeping client centric solutions and innovation at the forefront of his leadership. He was named “CEO of the Decade” by Financial News in 2011 and has been named one of the “World’s Best CEO’s” by Barron’s for seven consecutive years. Prior to founding BlackRock in 1988, Mr. Fink was a member of the Management Committee and a Managing Director of The First Boston Corporation. Mr. Fink joined First Boston in 1976 and quickly became one of the first mortgage-backed securities traders on Wall Street. During his tenure at First Boston, Mr. Fink was co-head of the Taxable Fixed Income Division, which was responsible for trading and distribution of all government, mortgage and corporate securities. Mr. Fink also started the Financial Futures and Options Department and headed the Mortgage and Real Estate Products Group. Mr. Fink serves as a member of the Board of Trustees of New York University and is Co-Chairman of the NYU Langone Medical Center Board of Trustees. Mr. Fink also serves on the Boards of The Museum of Modern Art (MoMA), the Council on Foreign Relations and Robin Hood, the New York City charitable organization. He is also Co-Chairman of The Partnership for New York City, which works to engage the business community in efforts to advance the City’s economy and maintain its position as the center of world commerce, finance and innovation. Mr. Fink earned an MBA degree with a concentration in real estate from the University of California at Los Angeles (UCLA) in 1976 and a BA degree in political science from UCLA in 1974.
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About BlackRock: BlackRock is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors.
Geraldine Buckingham
Senior Managing Director and Chairman of BlackRock
Geraldine Buckingham, Senior Managing Director, is Global Head of Corporate Strategy at BlackRock and a member of the firm’s Global Executive Committee. She is responsible for helping BlackRock develop and implement long-term goals and respond to the competitive financial services landscape. She previously served as Head of Americas Corporate Strategy. Prior to joining BlackRock in 2014, she was a partner with McKinsey & Company’s financial services practice based in New York. She worked primarily with large global asset managers with additional experience in wealth management and private equity, as well as functional expertise in strategy and organization. She received the Rhodes scholarship to study at Oxford University, where she earned a Master of Philosophy degree in Comparative Social Policy. She earned her Bachelor of Medicine and Bachelor of Surgery (MBBS) degrees from Monash University.
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About BlackRock: BlackRock is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors.
David Bonderman
Chairman and Founding Partner of TPG
David Bonderman is a founding partner of TPG. TPG generally makes significant investments in operating companies through acquisitions and restructurings across a broad range of industries throughout the United States, Europe, and Asia. TPG and its affiliates have more than $45 billion of capital under management. Portfolio companies controlled by TPG have combined revenues of over $85 billion, operate in more than 130 countries and employ approximately 400,000 people. Among the portfolio companies of TPG are: Burger King; PETCO; Debenhams; Shenzhen Development Bank; Avaya; Harrah’s Entertainment, Energy Future Holdings (TXU); Neiman Marcus; and Univision. Prior to forming TPG in 1992, Mr. Bonderman was Chief Operating Officer of the Robert M. Bass Group, Inc. (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, DC, 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 US Attorney General in the Civil Rights Division. From 1967 to 1968, Mr. Bonderman was Assistant Professor at Tulane University Law School 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 the Boards of the following public companies: Armstrong Worldwide Industries, Inc., CoStar Group, Inc., and Ryanair Holdings, plc, of which he is Chairman. He also serves on the Boards of The Wilderness Society, the Grand Canyon Trust, The University of Washington Foundation, and the American Himalayan Foundation.
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About TPG, TPG Capital Asia: TPG is a private investment firm that manages capital across a family of funds.
Alfred Kelly
Chairman & Chief Executive Officer of Visa
Alfred F. Kelly, Jr. was the President and Chief Executive Officer of the 2014 NY/NJ Super Bowl Host Company, the entity created to raise funds for and host Super Bowl XLVIII, from April 2011 to August 2014. Previously, Alfred Kelly held senior positions at the American Express Company, a global financial services company, for 23 years, including serving as President from July 2007 to April 2010, Group President, Consumer, Small Business and Merchant Services from June 2005 to July 2007, and Group President, U.S. Consumer and Small Business Services from June 2000 to June 2005. Prior to joining American Express, Alfred Kelly was the head of information systems at the White House from 1985 to 1987. Mr. Kelly also held various positions in information systems and financial planning at PepsiCo Inc. from 1981 to 1985. Alfred Kelly currently serves on the board of directors of MetLife Inc, and previously was a director of Affinion Group.
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About NY / NJ Super Bowl, Visa: Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.
Alec Ellison
Vice Chairman of Jefferies
Alec Ellison, recently left Jefferies where he was a Vice Chairman for the past 5+ years, spent nearly 30 years in investment banking covering technology companies – first at Morgan Stanley, then Broadview International, and then with Jefferies, after Jefferies acquired Broadview in 2003 (he was President of Broadview at the time). At Jefferies, he held various positions in addition to leading the Tech group including Co-head of Investment Banking and serving 7 years on the firm-wide Executive Committee. His academic background is B.A. from Yale (summa cum laude) and MBA from Harvard (high distinction).
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About Jefferies, OurCrowd: Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets.
Roland Pinto
Chairman and Chief Executive Officer of Meiya Group Global Corporation
Roland is a serial entrepreneur with a passion for aviation, technology, economics, and anything strategic. He has a love for Asia and the treats that come along with the geography. His true passion is developing and growing businesses and supporting teams of awesome employees to deliver superlative products and services to the demands of stakeholders, and customers. He has been a pilot for over 26 years and enjoys all things aerospace.
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About Meiya Group Global Corporation: Meiya Group is an aerospace investment management holding company with aviation assets throughout North America and Asia.
Alan D. Schwartz
Executive Chairman of Guggenheim Partners
Mr. Schwartz is Executive Chairman of Guggenheim Partners and serves on the Firm’s Executive and Management committees. He is the former CEO of The Bear Stearns Companies. During his career with Bear Stearns, he served as President and Chief Operating Officer, as Executive Vice President and Co-Head of Investment Banking and in other financial management positions.
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About Guggenheim Partners: Guggenheim Partners is a diversified financial services firm, offers investment management and banking, and insurance services.
William Guttman
Chairman of Axioma
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About Acrobatiq, Axioma, Axioma, ClassWallet, Express KCS, Express KCS, Panopto, Saturn Partners, Tennessee Community Ventures, TL Ventures, Trunomi, US Liner Company: Axioma provides enterprise risk management, portfolio management, and regulatory reporting solutions to financial institutions worldwide.
Robert Peck
Chairman of Global Internet Investment Banking of Barclays
Robert is a Managing Director at Sun Trust, where he runs Internet equity research. Robert’s involvement in the Internet sector and its assortment of technologies and services dates back to the advent of this disruptive sector. Robert has been a top-ranked industry analyst and a recognized thought leader throughout this time. Robert discovered his passion for finance and technology concurrently, starting his career in 1992 as an analyst for Merrill Lynch in the Investment Banking technology department. Seeing the changes taking place in technology, media, social interactions, and commerce, awakened his perspective of the confluent opportunity space that was beginning to emerge. Subsequently he set out to hone his skills to focus on this burgeoning sector. Robert left Merrill Lynch in 1995 to augment his finance skills at Columbia Business School, where he received his MBA with a concentration in Finance in 1997. Upon graduation, he joined the Lehman Brothers equity research department as a junior analyst, covering several technology and media companies. His tenacious interest in the industry led to his promotion to Senior Analyst, with his own coverage universe, in only 18 months. In 2000, Bear Stearns recruited Robert from Lehman to augment the Technology, Media, and Telecom research team. While Robert started primarily on traditional technology companies, he soon added a wide assortment of Internet companies to his coverage universe. It was here that he discovered the greatest concentration of emerging models and was inspired by the opportunities rapidly arising. Robert became an Institutional Investor-ranked analyst from 2003 until he left the sell-side in 2008, and was ranked as one of The Wall Street Journal’s “Best on the Street.” Robert joined Baron Capital, a $20 billion mutual fund company, in 2008. At Baron he led Internet research and also covered other technology and media companies. This deeper exposure gave Robert an even keener sense of the disruption and innovation opportunities on the horizon. In 2011, Robert founded Quasar Capital Advisors, where he provided strategic and funding advice to multiple technology companies. Most recently, Quasar merged into CoRise, where Robert focuses on clients in the confluent opportunity space. Robert has made multiple appearances on CNBC, and has been frequently quoted in The Wall Street Journal, The New York Times, and industry publications. He has also met with and interviewed leading technology CEOs, including Eric Schmidt and others. Robert has earned a Chartered Financial Analyst (CFA) designation, and is a member of the NY Society of Security Analysts. He resides in Connecticut with his wife and children.
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About Barclays: Barclays is a global financial services company that provides various financial products and services worldwide.
James H. Herbert
Chairman and CEO of First Republic Bank
Herbert founded First Republic Bank as CEO in 1985. Previously, he was the Founder, President, Chief Executive Officer and a director of San Francisco Bancorp from 1980-1985. Mr. Herbert currently serves as the Federal Reserve Bank of San Francisco’s Twelfth District member for the Federal Advisory Council and holds board/trustee positions with Babson College; the San Francisco Ballet Association (Chair and Co-Chair, 2002-2008); Lincoln Center for the Performing Arts, New York; and The BASIC Fund. B.S., 1966, Babson College; M.B.A., 1969, New York University; Harvard Business School CEO Presidents’ Seminar Graduate.
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About First Republic Bank: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
Hank Seale
Chairman of the Board of CBG Holdings
Hank Seale is the Founder and Chairman of Q2. He has experience both as a community banker and as an entrepreneur, building successful software companies that develop innovative financial services solutions as well as provide award-winning customer support. An industry veteran, Hank began his career as a loan payments teller for The Bank of the Hills, working his way up to vice president of operations. During that time, he was secretary and treasurer of the Young Bankers Division of the Independent Bankers Association of Texas. Following the acquisition of The Bank of the Hills, Hank co-founded Dallas-based Regency Voice Systems, a company that introduced voice banking to community banks and evolved into a multi-million dollar business with more than 1,600 community bank customers. When Regency was acquired by Transaction Systems Architects, Inc. in 1997, Hank went on to start Q UP Systems, a provider of technology to more than 700 community banks. He was a nominee and finalist for Ernst and Young’s Entrepreneur of the Year award in 1999. Q UP became part of S1 Corporation in 2000, and he served as the CEO of S1’s Community and Regional Solutions group until 2001. Passionate about the financial services industry, he spends time creating and refining his vision for providing industry-leading technology solutions, along with superior customer service, to the community bank and credit union marketplace. Hank is an active entrepreneur and investor in multiple companies. Hank is a graduate of Texas Tech University.
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About CBG Holdings, Q2ebanking, RHS Investments: CBG Holdings develops electronic banking software for financial institutions.
Mark F. O’Neil
Chairman, President and Chief Executive Officer of Dealertrack
Mark F. O’Neil is Chief Operating Officer of Cox Automotive, a position he has held since March 2016. Previously he served as Chief Executive Officer of Dealertrack, a position he had held since May 2005. From August 2001 to May 2005, he was Chief Executive Officer and President of Dealertrack. O’Neil began his career at Intel Corporation, where he first developed his knowledge of the technology industry. He subsequently worked for McKinsey & Co. before moving to the automotive industry in the late 1980s, where he was President of Ertley MotorWorld, a dealer group based in Pennsylvania. O’Neil went on to co-found and lead the development and rollout of CarMax, Inc. He was President and Chief Operating Officer of Greenlight.com, an online automotive sales website, from June 2000 through January 2001. He currently serves as a Director of DealerTire LLC, a privately held company. O’Neil holds a B.S. in Industrial Engineering from Worcester Polytechnic Institute and an MBA from Harvard Business School.
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About Dealertrack: DealerTrack is a provider of on-demand software for the automotive industry in the United States.
Al Gore
Chairman of Generation Investment Management
Former Vice President Al Gore is co-founder and chairman of Generation Investment Management, a partnership that is focused on a new approach to sustainable investing. He is also co-founder and chairman of Current TV, an Emmy Award-winning, independent cable and satellite television news and information network based on viewer-created content and citizen journalism. In addition, Gore joined Kleiner Perkins Caufield & Byers in 2007, and is a member of the board of directors of Apple and senior adviser to Google. Gore spends the majority of his time as chairman of The Climate Reality Project, a non-profit focused on solutions to the climate crisis. Gore was elected to the U.S. House of Representatives in 1976, 1978, 1980 and 1982 and the U.S. Senate in 1984 and 1990. He was inaugurated as the forty-fifth Vice President of the United States on January 20, 1993, and served eight years. During the Administration, Gore was a central member of President Clinton’s economic team. He served as President of the Senate, a Cabinet member, a member of the National Security Council and as the leader of a wide range of Administration initiatives. He is the author of the bestsellers Earth in the Balance, An Inconvenient Truth, The Assault on Reason, and Our Choice: A Plan to Solve the Climate Crisis. He is the subject of an Oscar-winning documentary and is the co-recipient, with the Intergovernmental Panel on Climate Change, of the 2007 Nobel Peace Prize for informing the world of the dangers posed by climate change.
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About Climate Reality Project, Current Media, Generation Investment Management, Kleiner Perkins, Metropolitan West Financial, Middle Tennessee State University: Generation Investment Management is a private equity firm focused on integrated sustainability research and client alignment.
Debra Cafaro
Chairman and CEO of Ventas
Debra Cafaro is a Chairman and CEO at Ventas, Inc.
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About Ventas: Ventas, Inc. (NYSE: VTR), an S&P 500 company, is a leading real estate investment trust (REIT),
Dave Johnson
Chairman of Glilot Capital Partners
David Johnson is the Chairman of Glilot’s Board of experts. Mr. Johnson joined Glilot while acting as an advisor across all of Blackstone’s investments group. He joined Blackstone in 2013 and is based in New York. In his brief time at Blackstone, Mr. Johnson has already initiated a number of major M&A deals including the 2014 acquisition of Accuvant, an information and security solutions provider. Under Mr. Johnson’s leadership, Accuvant merged with FishNet to create Optiv, the largest private cyber security company in the world, with annual revenues approaching $2B.
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About Glilot Capital Partners: Glilot Capital is a seed and early-stage venture fund that invests in artificial intelligence, cybersecurity, and big data companies.
Gary Jinks
Founder, Managing Director and Chairman of the Board of South Valley Angels
Founder, Managing Director and Chairman of the Board at South Valley Angels
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About ScaleUpStream, South Valley Angels, SVI HUB: South Valley Angels is a group of member investors who fund newly starting businesses.
Brad D. Smith
Executive Chairman of Intuit
Brad D. Smith is the former CEO and current executive chairman of Intuit Inc., co-founder of The Wing 2 Wing Foundation, chairman of Nordstrom’s board and sits on the board of directors of Momentive (formerly SurveyMonkey). Smith’s journey with Intuit began in 2003, when he joined the company as vice president and general manager of Intuit’s Accountant Central and Developer Network in Plano, Texas. After three years in this role, Smith became the senior vice president and general manager of Intuit’s Small Business Division and was responsible for the small business division’s product offerings, which included QuickBooks, Quicken and Payroll. In 2008, Brad D. Smith became Intuit’s CEO and held the position for 11 years. During his time as CEO, Smith transitioned the company from its original desktop financial software offerings to a global, cloud-based product and platform company. This move is widely considered his greatest accomplishment with the company. In 2019, Smith stepped down from his post as CEO, transitioning the position to Intuit’s current CEO, Sasan Goodarzi. Shortly after stepping down, Smith co-founded The Wing 2 Wing Foundation with his wife, Alys. Each from small hometowns (Brad is from Kenova, West Virginia and Alys is from Akron, Ohio), the pair wanted to create economic opportunity and resources for young entrepreneurs. The organization’s goal is to advance the great equalizers of education and entrepreneurship in regions where individuals and communities have been overlooked and underserved. In doing so, they strive to champion human dignity and unleash human potential. Before Intuit, Smith was the senior vice president of Marketing and Business Development at ADP. Smith also held various sales, marketing and general management positions with Pepsi, 7-Up, and ADVO, Inc. Smith earned a master’s degree in management from Aquinas College in Michigan and a bachelor’s degree in business administration from Marshall University in West Virginia. In an effort to give back to the community that built him, Smith and his wife started a $10 million scholarship fund at Marshall, and gifted $25 million to the university’s schools of business. The Smith family has also given West Virginia University a $25 million donation through their Wing 2 Wing foundation. Today, Brad D. Smith lives in Menlo Park, California with his family.
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About Intuit, Wing 2 Wing Foundation: Intuit offers business and financial management solutions for SMBs, financial institutions, consumers, and accounting professionals.
Walter Kortschak
Executive Chairman & CIO of SignalFire
Technology venture investor spanning seed to growth.
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About Kortschak Investments L.P., McAfee, SignalFire: SignalFire is a venture capital firm that invests in seed stage companies and breakout companies.
Manuel A. Henriquez
Founder, and Former Chairman, President & CEO of Hercules Capital
Manuel A. Henriquez is the co-founder, chairman and chief executive officer of Hercules Technology Growth Capital. Henriquez is a 25-year veteran of the venture capital and financing community. Under his leadership, the firm has completed investments of more than $3.6 billion to over 230 companies. Prior to co-founding the Company, Henriquez was a Managing Director at VantagePoint Venture Partners from August 2000 through July 2003 where he focused on technology investments. He is also the former president and chief investment officer of Comdisco Ventures, a division of Comdisco, Inc., a leading technology and financial services company, from November 1999 to March 2000. Prior to that, from March 1997 to November 1999, Henriquez was a Managing Director of Comdisco Ventures and a senior member of the investment team that originated over $2.0 billion of equipment lease, debt and equity transactions from 1997 to 2000. Henriquez received a B.S. in Business Administration from Northeastern University and is a member of the University’s Board of Directors. He also serves on the Board of Directors for the Lucile Packard Foundation as well as the Children’s Health Council and is a long time advocate for children’s health and education. He also previously served on the Board of Directors for Charles Armstrong School, an independent elementary and middle school that serves students with language-based learning differences.
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About Hercules Capital: Hercules Capital is a capital market company that lends to technology, life sciences, and sustainable technology companies.
Dean Jernigan
Chairman and Chief Executive Officer of Jernigan Capital
Dean Jernigan has more than 30 years of experience in the self storage industry. After retiring from the role of CEO of CubeSmart (NYSE:CUBE) in 2013, he founded Jernigan Capital as the only direct lender focused exclusively on the self storage industry. His experience in the self storage industry spans more than 30 years. He began his tenure in the industry in 1984 when he founded Storage USA, a company he took public in 1994. He grew Storage USA from a single property to more than 570 properties at its peak. During its life as a public company and under his leadership as Chairman and CEO, the company returned a 17.5% compounded annual return to its investors. Following the sale of the company to GE Capital, he formed Jernigan Property Group which assembled a portfolio of 17 properties in a short 18 months seizing upon the opportunity of a short acquisition cycle that presented itself. In 2006, Jernigan accepted the challenge of rebuilding and rebranding U-Store-It which became CubeSmart. During his tenure as CEO, the company’s market capitalization more than doubled from approximately $2B to more than $4B. With extensive experience and knowledge in more than 100 US markets as a developer, owner and manager of self storage facilities, Dean has earned his reputation as an industry innovator, leader and icon.
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About Jernigan Capital: Jernigan Capital is a commercial real estate finance company.
Daniel Akerson
Vice Chairman of the Board of Directors & Special Advisor of The Carlyle Group
Daniel F. Akerson is Vice Chairman of the Board of Directors and Special Advisor to Carlyle’s Board of Directors since March 2014. Daniel is also a Member of the firm’s Management Committee. Daniel provides operational, investment and management guidance to Carlyle’s investment teams, firm management and the Board of Directors. Prior to returning to Carlyle in March 2014, Daniel was the Chairman of the Board of Directors and Chief Executive Officer of General Motors Company. During his tenure, Daniel led the company through a successful IPO in November 2011, guided the firm to record 15 consecutive quarters of profitability, reinvested nearly $9 billion and created or retained more than 25,000 jobs at its U.S. plants. Daniel retired from GM in January 2014. Daniel is a seasoned executive with extensive operating and management experience having served as Chairman of the Board of Directors, Chief Executive Officer or President of several major companies, including The Carlyle Group, General Instrument, MCI, Nextel and XO Communications. Prior to joining GM, Daniel was a Managing Director of The Carlyle Group, serving as Head of Global Buyout from July 2009 to August 2010 and as Co-Head of U.S. Buyout from June 2003 to June 2009. Before joining Carlyle, Daniel served in several key roles at MCI Communications and during his tenure, Daniel formulated and executed MCI’s global strategy. Daniel left MCI in to become a General Partner of private equity firm Forstmann Little & Company, during which time he served as Chairman of the Board of Directors and Chief Executive Officer of General Instrument Company from 1993-1995. While at General Instrument he led a successful effort to develop and deploy the first digital video, satellite and cable systems domestically and internationally. Following that, Daniel served as Chairman of the Board of Directors and Chief Executive Officer of Nextel Communications, Inc. and Chairman of the Board of Directors and Chief Executive Officer of XO Communications, Inc. In 2013, Daniel and his wife, Karin, were named Habitat for Humanity Michigan’s Sponsor of the Year and he was also named a Michiganian of the Year by the Detroit News. In 2012, Daniel and Karin co-chaired the annual Capuchin Soup Kitchen dinner, raising a record sum and launched the Habitat for Humanity Leaders to Rebuild Detroit initiative with a cornerstone contribution. Daniel was also recognized with the Marine Corp Scholarship Foundation Leatherneck Award and with the U.S. Naval Academy Distinguished Graduate Award for his lifetime commitment to service, personal character and distinguished contributions to our nation. In 2011, Daniel was named “Humanitarian of the Year” by So Others Might Eat (SOME), which serves the Washington, DC, metropolitan area. Daniel earned his B.S., in Engineering from the U.S. Naval Academy and his M.Sc., in Economics from the London School of Economics. Daniel is a Member of the Board of Directors of Lockheed Martin Company since February 2014 and the United States Naval Academy Foundation.
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About : The Carlyle Group is a global private equity firm that caters to early and later stage companies.
Chris Hameetman
Chairman Emeritus of Tech Coast Angels
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About Blue Bottle Coffee, DFJ Growth, Green Dot, Korner, LVMH, Preact, Rainforest.LA, Somabar, Tech Coast Angels, Tech Coast Angels, Tech Coast Angels Los Angeles, TradeYa: Invests in high-growth start-up’s headquartered in Southern California
Grant Van Cleve
Chairman Emeritus of Tech Coast Angels
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About H75 Venture Studio, Tech Coast Angels: Invests in high-growth start-up’s headquartered in Southern California
Don Gogel
Chairman, President and CEO of CD&R LLP
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About CD&R LLP: Clayton, Dubilier & Rice is a global private equity manager that invests in and builds valuable businesses.
Kevin J. Conway
Vice Chairman of CD&R LLP
Conway is vice chairman of CD&R and the chairman of the Firm’s Investment Committee, which evaluates all potential new investments. He served as managing partner of CD&R from 2004 to 2015. Throughout his 25 years at the Firm, Conway has been active in many of the Firm’s investments and organizational initiatives and works closely with the CEO on all aspects of the Firm’s operations. Previously, Conway was a senior member of the mergers and acquisitions department of Goldman Sachs & Co. and later, chief of staff of the investment banking division.
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About CD&R LLP: Clayton, Dubilier & Rice is a global private equity manager that invests in and builds valuable businesses.
Joseph Mansueto
Executive Chairman of Morningstar
Joe Mansueto founded Morningstar in 1984. He has served as chairman since the company’s inception and as chief executive officer from 1984 to 1996 and again from 2000 to present. Under Mansueto’s leadership, Morningstar has been named twice to Fortune magazine’s “100 Best Companies to Work For” list, in 2011 and 2012. The Chicago Tribune recognized Morningstar as one of the top 100 workplaces in the Chicago area in 2010, 2011, and 2012, and Crain’s Chicago Business listed Morningstar in its Fast Fifty feature in 2007, 2008, 2009, and 2011. Morningstar won the 2010 AIGA Chicago Chapter Corporate Design Leadership Award, which recognizes forward-thinking organizations that have advanced design by promoting it as a meaningful business policy. Mansueto was the recipient of the PLANSPONSOR Lifetime Achievement Award in 2013. In 2010, Mansueto received the Tiburon CEO Summit award, MutualFundWire.com named him ninth on its list of the 100 Most Influential People of the year, and Chicago magazine listed Mansueto among its top 40 Chicago pioneers over the past four decades. In 2007, SmartMoney magazine recognized Mansueto in the “SmartMoney Power 30,” its annual list of the 30 most powerful forces in business and finance. He received the Distinguished Entrepreneurial Alumnus Award from the University of Chicago Booth School of Business in 2000
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About Advanced Sales and Marketing Corporation, Mansueto Ventures, Morningstar, Morningstar: Morningstar provides independent investment research to investors worldwide.
James T. Morris
Chairman, President & Chief Executive Officer of Pacific Life
Mr. Morris is chairman, president and chief executive officer of Pacific Life Insurance Company, and its parent companies Pacific Mutual Holding Company and Pacific LifeCorp. He is only the 14th chief executive officer in the company’s 145-year history. Mr. Morris was a summer actuarial student from 1981 to 1982 with Transamerica Occidental prior to joining Pacific Life in 1982 as assistant actuary, Special Marketing. He progressed through a series of management positions within the Life Insurance Division and was elected senior vice president, M-Operations in 1996. He was responsible for business relations with M Financial Group, a leading life insurance producer group that designs and markets individual life insurance products to the upscale market in collaboration with Pacific Life. In 2002, he was promoted to executive vice president, heading up the Life Insurance Division of Pacific Life. In April 2005, Mr. Morris was promoted to executive vice president and chief insurance officer. His role was expanded to include the Annuities & Mutual Funds Division and Pacific Select Group, in addition to the Life Insurance Division. Mr. Morris was promoted to chief operating officer in January 2006. On April 2, 2007, Mr. Morris became Pacific Life’s president and chief executive officer.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Joel Peterson
Founding Partner & Chairman of Peterson Ventures
Joel Peterson is the Founding Partner of Whitman Peterson.
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About Peterson Partners, Peterson Ventures, Stanford Graduate School of Business, Whitman Peterson: Peterson Ventures is an early stage venture capital firm that partners with exceptional entrepreneurs.
Christian Lanng
Co-Founder & Chairman & Chief Executive Officer of Tradeshift
Christian Lanng is founder of Tradeshift.com. Previously he was Head of the Center for Service oriented Infrastructure in the Danish National IT and Telecom Agency. Christian has 10 years of experience working with mobile-services, e-business, SOA and large scale payment systems. He managed the roll-out of service oriented infrastructure in the Danish public sector and supervised the next generation of SOA e-business infrastructure for all Danish companies and the public sector. He is an active member of a number of European e-business and infrastructure initiatives. He holds a bachelor degree in Sociology and is currently writing his master on emergent social systems.
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About The World Economic Forum, Tradeshift: Tradeshift is a cloud-based business network connecting buyers and suppliers.
Jonathan D. Rosen
Founder, Chairman & CEO of Entaire Global Companies
Mr. Rosen is an entrepreneur, wealth planning professional, and CEO of Entaire Global Companies, Inc., a privately-held, diversified financial services holding company. Mr. Rosen is the lead developer and co-inventor for 3 patents in the area of Leveraged Planning® and most recently joined the Board of Algaeon Inc., an Indianapolis-based biotech company that has developed a breakthrough patented industrial scale microalgae cultivation technology. In 2009, he formed and funded the JDRosen Family Foundation, a 501(c)3 dedicated to improving the financial habits of children and adults by changing mindsets about the importance of saving, investing, and wealth creation. He serves on the Board of Directors of the Georgia Council on Economic Education. Mr. Rosen began his career as a healthcare management professional and has extensive experience in physician practice management at the corporate level. He was the founder and CEO of EVI Medical Management Systems, a firm that provided consulting services to physician’s practices. In this capacity, he managed multiple practice organizations, delivering a myriad of physician practice management services. Mr. Rosen holds a bachelor’s degree in Economics from the Wharton School of Finance and Commerce of the University of Pennsylvania and attended Emory Law School. His areas of academic concentration and research have included insurance, risk management and healthcare management.
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About Entaire Global Companies: Entaire Global Companies, Inc. is a diversified financial services holding company
Martin Chavez
Partner and Vice Chairman of Sixth Street
Marty Chavez is executive vice president and chief financial officer of The Goldman Sachs Group, Inc. He is a member of the Management Committee, Firmwide Capital Committee, Firmwide Risk Committee and Steering Committee on Regulatory Reform. Marty is also a member of the Firmwide Hispanic/Latino Network and the Lesbian, Gay, Bisexual and Transgender Network. Marty first joined Goldman Sachs in 1993 in the J. Aron Currency and Commodities Division, where he was a senior energy strat until 1997. He returned to the firm as a managing director in Investment Banking Division Strats in 2005, becoming global co-head of Securities Division Strats and then global co-chief operating officer of the Equities Franchise. Prior to assuming his current role, Marty was chief information officer, responsible for the Technology Division and jointly responsible with divisional leadership for the firm’s global strategists. He was named partner in 2006. Prior to first joining the firm, Marty was co-founder and chief technology officer of Quorum Software Systems from 1989 to 1993. From 1997 to 2000, he was global head of energy derivatives at Credit Suisse Financial Products. In 2000, Marty co-founded Kiodex, Inc. and was chairman and chief executive officer until 2004. Marty serves on the Harvard Board of Overseers and is a Fellow of the New York Academy of Medicine. Marty earned a PhD in Medical Information Sciences from Stanford University in 1990, an SM in Computer Science from Harvard University in 1985, and an AB, magna cum laude, in Biochemical Sciences from Harvard College in 1985.
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About Banco Santander, Goldman Sachs, Sixth Street: Sixth Street is a global investors developing themes and offering solutions to companies across all stages of growth.
