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 New York, New York based Managing Director operating in the Financial Services space. If you think a Managing Director 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.
Apjit Walia
Managing Director & Global Head, Technology Investment Strategy of Deutsche Bank
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About Deutsche Bank: Deutsche Bank, a Frankfurt-based global investment bank, offers financial products and services to corporate and institutional clients.
Jeff Horing
Managing Director of Insight Partners
Jeff Horing has been a co-founder and managing director at Insight Venture Partners since 1995. Under his leadership Insight has become a premier venture capital and private equity firm focused on growth investments in software and internet businesses, currently investing from a $2.56 billion fund. Jeff’s areas of focus include mobile, online gaming, data, infrastructure and internet software. Jeff is a former member of the board of directors of Airborne Entertainment (acquired by Cybird Co.), CTSpace (acquired by Sword Group), Beechwood Data Systems (acquired by Cap Gemini), Greenfield Online (IPO, later acquired by Microsoft), Hitwise (acquired by Experian Group Ltd), IAG Research (acquired by The Nielsen Company), ProMira Software (acquired by Manugistics), Shutterstock (IPO), SLP Infoware (acquired by Gemplus), Solarwinds Inc. (IPO NYSE: SWI), and Xchange (IPO acquired by Amdocs). Jeff is an investor or currently serves on the board of directors of AirWatch (mobile device management), Anaqua (IP asset management), GFI Software (cloud-based services), Jagex Ltd (online gaming), Nexon (online gaming), Datacore Software (storage virtualization), New Relic (application performance management), Teamviewer (remote desktop collaboration), WIX (free DIY flash-based websites), Whitney University System (distance learning technology), and Zumba (global fitness and lifestyle brand). Prior to founding Insight, Jeff was a key member of the technology investing team at Warburg Pincus. Earlier in his career he worked at Goldman Sachs in the Capital Markets group. Jeff holds an MBA from the M.I.T. Sloan School of Management. He has dual undergraduate degrees from the University of Pennsylvania’s Moore School of Engineering and Wharton School, where he graduated with high honors and was Phi Beta Kappa. Jeff is a regular speaker at Wharton as part of the Distinguished Guest speaker series.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Richard Wells
Managing Director of Insight Partners
Richard Wells has over 12 years of experience in investing and advising managers of high growth software and Internet companies. He currently serves on the boards of BeyondTrust, Enigma, HealthcareSource, Kinnser, Metalogix, PHD Virtual, Smartbear Software and is active with the board of Zumba Fitness. Richard previously served on the boards of Netsmart Technologies (acquired by Genstar Capital) and Primavera (acquired by Oracle), and was active with the board of Buddy Media (acquired by Salesforce.com). Richard joined Insight in 2005 after previously serving as an investment team member at Technology Crossover Ventures (TCV), with a focus on software, online media and e-commerce. Richard also worked in product management for enterprise data protection products at Veritas Software (now part of Symantec), and in field sales for Paciolan Systems (now part of Ticketmaster). Richard received a BS from the Wharton School of the University of Pennsylvania (Phi Beta Kappa, summa cum laude) and an MBA from the Harvard Business School. He grew up in Southern California and resides in Manhattan with his wife and son. Thanks to his father’s New England roots, Richard is an avid Boston Red Sox fan and is already having a lot of fun making his son one too.
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About Esper, Insight Partners, Nuvemshop: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Nikitas Koutoupes
Managing Director of Insight Partners
Nikitas Koutoupes is a managing director at Insight and co-manages Insight Onsite, the firm’s team of dedicated operations and growth experts who provide hands-on assistance and advice to Insight’s portfolio companies. He leads Insight’s investment activities in the post-secondary education market: his most recent investments in education include Whitney International and Academic Partnerships. In addition to his investment and Insight Onsite responsibilities, Nikitas is one of the firm’s experts in online and recurring revenue business models. He currently serves on the Board of Directors or works with Academic Partnerships, GenArts, HealthcareSource, Fanatics, SpaceTime Studios, Syncsort, Whitney International and Zumba Fitness.Nikitas’ prior investments at Insight include Capella University (IPO, NASDAQ: CPLA), Exact Target (IPO, NYSE: ET), Football Fanatics (acquired by GSI Commerce, then eBay), Greenfield Online (IPO, acquired by Microsoft), Platespin (acquired by Novell), and Realink (acquired by Zaio Corp).Prior to Insight, he co-founded and was the Chief Financial Officer of CTSpace, a software-as-a-service company which became part of Insight’s portfolio and was subsequently acquired by the Sword Group. He was previously with McKinsey & Company, where he worked on strategy, turnaround, M&A and corporate finance engagements across a variety of industries.He also contributed to a major research initiative entitled “The War For Talent.”Nikitas co-authored with Hilary Gosher, a chapter titled “Customer Lifetime Value: Methodology and Applications for Operating Partners”, in “The Operating Partner in Private Equity”, published by Private Equity International in 2011.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Hilary Gosher
Managing Director of Insight Partners
Hilary Gosher is a Managing Director at Insight Venture Partners, a global growth investor in software companies with $16 billion AUM. Hilary leads Onsite, the firm’s specialized due diligence team and growth experts who evaluate investments and help to drive scale at portfolio companies. She has worked with more than 200 tech companies, engaged with five IPOs and dozens of M&A transactions. Among these are Mimecast, Shutterstock, Cvent, Planview, eVestment and Primavera. Hilary is an Adjunct Associate Professor at Columbia’s School of International and Public Affairs (SIPA) where she teaches entrepreneurship. From 2010-2015 she was an Adjunct Professor at NYU’s Stern School of Business. In 2015 she was listed on the TechWeek100 Tech Leaders in NY. Business Insider recognized Hilary as one of the Most Inspiring Women in Tech in New York City. In 2016, Hilary co-founded, and is currently on the board of Parity Partners, a firm focused on advocating, educating, and recruiting for diverse and inclusive talent in investment, asset management and tech industries.
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About Columbia University, Insight Partners, NYU Stern School of Business: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Teddie Wardi
Managing Director of Insight Partners
Teddie Wardi is a Managing Director at Insight Partners. Previously Teddie was a Vice President at Dawn Capital. His focus areas include the Enterprise SaaS market. Prior to joining Dawn Teddie was the founder and CTO of Nervogrid, a Cloud Service Broker operating in the Nordics and the Benelux area. At Nervogrid he grew the company from two to 50+ employees in five countries, managed R&D and service operations, and raised multiple rounds of Venture Capital funding. Nervogrid was acquired by ALSO Holding AG, a Switzerland based publicly listed IT distribution group. His previous investing experience includes being an Associate at Nokia Growth Partners, a global later-stage Venture Capital fund, where he worked on deal sourcing and transactions in the Enterprise Mobility space. Teddie is also an advisor to the Frontier Seed Accelerator in Finland, helping seed stage companies access developing markets in the Middle East and South East Asia. Teddie holds an MBA from Harvard Business School and a B.Sc. (Econ) from Aalto University.
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About Icebreaker.vc, Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Deven Parekh
Managing Director of Insight Partners
Deven Parekh is a Managing Director at Insight Venture Partners and joined the firm in 2000. Deven manages investments in application software, data and consumer internet businesses globally. Notable previous companies in Deven’s portfolio have included Buddy Media (acquired by SalesForce, NASDAQ: CRM), Chegg (IPO), Football Fanatics (acquired by GSI Commerce, later acquired by eBay), Media Mind (IPO and subsequent sale to DG Fast Channel), Procuri (acquired by Ariba, NASDAQ: ARBA), ECI Solution (sold to Carlyle), Russian Trading System (merged with MICEX), Tumblr (acquired by Yahoo!), Hayneedle (sale to Jet.com), Syncsort (sale to Clearlake Capital), Alibaba (IPO), Twitter (IPO), JD.com (IPO), and Website Pros (IPO). Deven is a global investor, actively working with investments in China, Latin America, Europe and Russia. Deven serves as Board Chair for eVestment, DrillingInfo, Turnitin, Campaign Monitor, Ministry Brands and Appriss. He is a member of the Board of Directors for Fanatics, Diligent, 1stdibs, Vela, Chrono24, LetGo, and Wallapop. He represents the firms interests in Despagar, Automattic (WordPress), Yext, SkyTap and Zenefits. Deven was previously a Principal at Berenson Minella & Company, a New York based merchant banking firm where he served on the firm’s M&A Committee. Prior to Berenson Minella, Deven was with The Blackstone Group, where he was involved in both M&A advisory and principal activities. Deven was selected in 2014 by AlwaysOn as a Venture Capital 100 winner for his investments in Twitter and Chegg. He was also selected to be on the 2014, 2015, and 2016 Forbes Midas list. In 2016 he was selected as a Top 100 Venture Capitalist by CB Insights. In 2010 Deven was part of a US delegation of several investors, government representatives, and technology companies that visited Russia to explore investment and technology collaboration opportunities between the United States and Russia. He is a Member of the Technical Advisory Council of the Federal Communications Commission (FCC) which assists the Commission with developing informed technology policies supporting America’s competitiveness and job creation in the global economy. During the period 2010–2012, Deven served as a Member of the Advisory Board of the U.S. Export-Import Bank which is the official export credit agent of the United States. He was nominated by President Obama and confirmed by the U.S. Senate in 2016 to be on the Overseas Private Investment Corporation Board. In 2006, Deven was named a Henry Crown Fellow of the Aspen Institute, which seeks to develop the next generation of community spirited leaders. He is Chairman Emeritus of the Board of Publicolor (which he chaired from 2007 – 2012), a New York City based non-profit organization that focuses on inner city schools. He is a Member of the Board of the Tisch New York MS Research Center. He is a member of the Board of Trustees and Executive Committee for the Ethical Culture Fieldston School. Deven was a member of the Greater NY Partnership, which pairs business executives with non-profit executive directors. The Partnership is an initiative of the Mayor’s Fund to Advance New York City. Deven is also a member of the Council on Foreign Relations as well as the Economic Club of New York. Deven received a BS in Economics from the Wharton School at the University of Pennsylvania. Deven Parekh is a Managing Director at Insight Venture Partners and joined the firm in 2000. Deven manages investments in application software, data and consumer internet businesses globally. Notable previous companies in Deven’s portfolio have included Buddy Media (acquired by SalesForce, NASDAQ: CRM), Chegg (IPO), Football Fanatics (acquired by GSI Commerce, later acquired by eBay), Media Mind (IPO and subsequent sale to DG Fast Channel), Procuri (acquired by Ariba, NASDAQ: ARBA), ECI Solution (sold to Carlyle), Russian Trading System (merged with MICEX), Tumblr (acquired by Yahoo!), Hayneedle (sale to Jet.com), Syncsort (sale to Clearlake Capital), Alibaba (IPO), Twitter (IPO), JD.com (IPO), and Website Pros (IPO). Deven is a global investor, actively working with investments in China, Latin America, Europe and Russia. Deven serves as Board Chair for eVestment, DrillingInfo, Turnitin, Campaign Monitor, Ministry Brands and Appriss. He is a member of the Board of Directors for Fanatics, Diligent, 1stdibs, Vela, Chrono24, LetGo, and Wallapop. He represents the firms interests in Despagar, Automattic (WordPress), Yext, SkyTap and Zenefits. Deven was previously a Principal at Berenson Minella & Company, a New York based merchant banking firm where he served on the firm’s M&A Committee. Prior to Berenson Minella, Deven was with The Blackstone Group, where he was involved in both M&A advisory and principal activities. Deven was selected in 2014 by AlwaysOn as a Venture Capital 100 winner for his investments in Twitter and Chegg. He was also selected to be on the 2014, 2015, and 2016 Forbes Midas list. In 2016 he was selected as a Top 100 Venture Capitalist by CB Insights. In 2010 Deven was part of a US delegation of several investors, government representatives, and technology companies that visited Russia to explore investment and technology collaboration opportunities between the United States and Russia. He is a Member of the Technical Advisory Council of the Federal Communications Commission (FCC) which assists the Commission with developing informed technology policies supporting America’s competitiveness and job creation in the global economy. During the period 2010–2012, Deven served as a Member of the Advisory Board of the U.S. Export-Import Bank which is the official export credit agent of the United States. He was nominated by President Obama and confirmed by the U.S. Senate in 2016 to be on the Overseas Private Investment Corporation Board. In 2006, Deven was named a Henry Crown Fellow of the Aspen Institute, which seeks to develop the next generation of community spirited leaders. He is Chairman Emeritus of the Board of Publicolor (which he chaired from 2007 – 2012), a New York City based non-profit organization that focuses on inner city schools. He is a Member of the Board of the Tisch New York MS Research Center. He is a member of the Board of Trustees and Executive Committee for the Ethical Culture Fieldston School. Deven was a member of the Greater NY Partnership, which pairs business executives with non-profit executive directors. The Partnership is an initiative of the Mayor’s Fund to Advance New York City. Deven is also a member of the Council on Foreign Relations as well as the Economic Club of New York. Deven received a BS in Economics from the Wharton School at the University of Pennsylvania.
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About Chegg, ECi Software Solutions, eVestment, Football Fanatics, Hayneedle, Insight Partners, The Aspen Institute, The Council on Foreign Relations: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Lonne Jaffe
Managing Director of Insight Partners
Lonne Jaffe currently works as the Managing Director for Insight Partners. He previously worked at Precisel as the Board Director.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Anika Agarwal
Managing Director of Insight Partners
Anika Agarwal joined Insight in 2014. She focuses on leveraged buyouts and majority recapitalizations of application and infrastructure software companies. Anika helps lead investments in both high growth and mature software businesses and works with several portfolio companies. Prior to joining Insight, Anika was a member of the investment team at Vista Equity Partners. Anika completed multiple platform and follow on software buyouts in which her role included conducting market and operational due diligence, negotiating agreements, and arranging financing commitments. Anika was active at both the board and company level at portfolio companies advising management teams on operating improvements and add-on acquisitions. Previously Anika was an investment professional at the Mayfield Fund, where she focused on investments in consumer internet companies. Earlier in her career, she worked in the Principal Investment Area at Goldman Sachs and the Technology Investment Banking group at Lehman Brothers. Anika holds an MBA from the Stanford Graduate School of Business and a BS in Computer Science from Stanford University. She speaks French and Hindi.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Jeff Lieberman
Managing Director of Insight Partners
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Matt Gatto
Managing Director of Insight Partners
Matt Gatto joined Insight in 2010. Previously he worked in the Global Infrastructure Technology group at Merrill Lynch focusing on Electronic Communications Risk Management in Electronic Communications. Prior to this he was a team member in the PPC Advertising Optimization group at Verizon Information Services. Matt also worked in Hong Kong and Singapore on Deutsche Bank Asia’s Debt Capital Markets and Global Risk Syndicate desks. Matt graduated with high honors from the University of Pennsylvania with a BS in Engineering from the School of Engineering and Applied Science and a B.S. in Economics from the Wharton School. Matt’s personal interests include golf and most other sports, the outdoors, trying new foods and craft brews, and travel.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Thilo Semmelbauer
Managing Director of Insight Partners
Thilo Semmelbauer joined Insight as a Venture Partner in 2015 and works with portfolio companies to accelerate growth, resolve key strategic and operational issues, and build scalable organizations. Thilo also supports new opportunities, with a focus on Internet, subscription, and marketplace businesses. Thilo has been involved in technology ventures for over 25 years, most recently as President and COO of Shutterstock (NYSE: SSTK), a global marketplace for licensing images, videos, and music to businesses worldwide. Under Thilo’s leadership, revenue grew from $60M to over $300M, and the business expanded into new areas, including video, music, and premium imagery. Shutterstock completed a successful IPO in October 2012, and subsequently delivered eight consecutive beat-and-raise quarters as a public company. In the early 1990s, Thilo worked for an internal startup at Motorola, where he launched Motorola’s first consumer wireless “communicator” (the Envoy), and then launched Motorola’s first cable modem for broadband Internet access. In 1996, Thilo joined The Boston Consulting Group, focused on Consumer and Technology strategy, including projects in medical imaging, digital printing, and online retail. While at BCG, he helped launch Sotheby’s online auction business. In 2000, Thilo co-founded and was President & COO of WeightWatchers.com, which became the global leader in online weight loss and was acquired in 2005 by the licensor, Weight Watchers International. Thilo then served as COO of the combined companies, where he oversaw revenue growth from $1.2B to $1.6B through 2008. Thilo lives in NY with his wife, and enjoys traveling, sailing, and photography. He is on the Board of Action Against Hunger, a global humanitarian organization committed to ending world hunger. Thilo holds a dual masters degree from MIT, in Management and Electrical Engineering, from the Leaders for Global Operations program, as well as a BA in Engineering and Computer Science from Dartmouth College, summa cum laude.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Stephen Ward
Managing Director of Insight Partners
Stephen Ward is a Managing Director at Insight Partners.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Ross Devor
Managing Director of Insight Partners
Ross Devor joined Insight in 2013. Ross focuses primarily on leveraged buyouts and majority recapitalizations in both high-growth and mature software businesses. Ross works with several Insight portfolio companies and helps lead new investments across Application and Infrastructure software. Prior to joining Insight, Ross was a member of the investment team at Thoma Bravo. During his tenure Ross completed multiple platform and follow-on software buyouts where his role included leading vertical sourcing initiatives, conducting operational and market due diligence and arranging financing commitments. Post investment, Ross was active at both the Board and company level supporting portfolio company operating improvements and inorganic growth initiatives. Previously Ross worked in the Corporate Finance/ Mergers & Acquisitions group at Morgan Stanley.
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About Insight Partners, Turnitin: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Mark Lessing
Managing Director, Chief Financial Officer of Insight Partners
Mark Lessing joined Insight in 2000 and is currently a Managing Director and the Chief Financial Officer. Mark serves on several of the firm’s executive committees and handles investor relations, including quarterly financial reporting, investor presentations, and communications to limited partners. He was integral to the firm’s efforts in raising its last several investment funds (totaling approximately $2.0 billion in 2011, $1.3 billion in 2007 and $0.7 billion in 2005). Additionally, Mark has been involved in the financial due diligence efforts on many of Insight’s investments since joining the firm in 2000. Subsequent to Insight’s investment in a company, Mark interacts with and supports the CFOs of Insight’s portfolio companies to help them negotiate with lenders, prepare board packages and financial reports, coordinate annual audits and evaluate the impact of new accounting rules. Prior to joining Insight, Mark was a Vice President at Prudential Securities, where he was responsible for a wide range of financial functions, including assessing the firm’s capital requirements, foreign exchange hedging and financial planning issues. Prior to that, Mark worked at J.P. Morgan, as part of the expense management team.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Ryan Hinkle
Managing Director of Insight Partners
Ryan Hinkle joined Insight in 2003 and has worked across many industries, geographies and deal structures, spanning internet, e-commerce, infrastructure and application software companies in Europe, Australia and North America. Ryan’s investments include growth equity, leverage buyouts, growth buyouts, and platform roll-ups. Current investments include eCommerce companies (Hayneedle, Fanatics, Newegg, Ozsale), mobile solution companies (AdColony, Branding Brand), SaaS/applications software companies (ECi Solutions, Kony Solutions, Smartsheet) and education companies (Chegg, Pluralsight). Ryan also works with Syncsort, a big data infrastructure company. Ryan oversaw Insight’s investments and subsequent acquisitions of Argus Software (acquired by Altus Group Ltd), Football Fanatics (acquired by GSI Commerce, now eBay) and Punch! Software (acquired by Navarre Corporation). Ryan works closely with the executive management of his investments and has stepped in as deputy-CFO on several occasions to help the teams. Ryan is also a key manager of the Analyst program at Insight with responsibility for recruiting, training, and mentoring. Prior to Insight, Ryan began his journey as a lifelong technology enthusiast by developing real-time electricity trading productivity tools with PPL Corporation. Ryan also worked with Morgan Stanley where he observed trader behavior and built software tools to increase their efficiency.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Eoin Duane
Managing Director of Insight Partners
Eoin Duane currently works as the Managing Director for Insight Partners. He previously worked at Introhive as a Board Member.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Ian Sandler
Managing Director, Chief Operating Officer of Insight Partners
Ian Sandler is the Managing Director and COO of Insight Partner.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Richard Sarnoff
Managing Director of Kohlberg Kravis Roberts
Richard Sarnoff brings his extensive experience serving in senior leadership roles, including chief financial officer, and on the boards of directors of media and digital technology companies, and has served on our board of directors since August 2012. Since January 2011, Sarnoff has served as Managing Director and as senior advisor to Kohlberg Kravis Roberts & Co., a private equity firm. Previously, Sarnoff was employed by Bertelsmann, a diversified media and services company, where he served as the Co-Chairman of Bertelsmann, Inc. from 2008 to 2011 and the President of Bertelsmann Digital Media Investments from 2006 to 2011. Prior to those roles, Sarnoff served as the Executive Vice President and Chief Financial Officer of Random House, a subsidiary of Bertelsmann. Sarnoff also served as a member of the supervisory board of Bertelsmann from 2002 to 2008 and served as a member of the boards of directors of Activision Blizzard from 2005 to 2015,The Princeton Review from 2000 to 2009, of Audible from 2001 to 2008 and of Amdocs from 2009 to 2011. Sarnoff currently serves on the boards of directors of several privately held companies. Sarnoff holds a B.A. in art and archeology from Princeton University and an M.B.A. from Harvard Business School.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Greg Guest
Managing Director of Kohlberg Kravis Roberts
Greg Guest (New York) joined KKR in 2007 with a focus on KKR Capital Markets and KKR Private Equity Investors. Currently, Mr. Guest is involved in both debt and equity aspects of capital markets transactions, focusing primarily on developing distribution relationships with major institutional investors, marketing securities offerings, and providing assistance with capital structures. Prior to joining KKR, Mr. Guest spent twelve years at Citigroup Global Markets Inc. Most recently he served as managing director in Citigroup’s equity capital markets division covering a mix of global accounts such as Wellington, Gartmore, HBK, Morgan Stanley, T. Rowe Price, and Frontpoint. Mr. Guest began his career at Wellington as a research analyst on the $20 billion Windsor fund run by John Neff and Chuck Freeman covering financials and industrials. He holds a B.A. from Princeton University.
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About Kohlberg Kravis Roberts, Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Edward Law
Managing Director, Capital Markets of Kohlberg Kravis Roberts
Edward Law (New York) joined KKR in 2010 and is a member of KKR Capital Markets, focused on providing equity capital markets advice to corporates globally. Mr. Law transferred from London to New York in 2012. He has worked in the industry for over 22 years. Prior to joining KKR, Mr. Law was head of Western European Equity Capital Markets at Deutsche Bank. He has also worked in the equity capital markets team at Citigroup Global Markets and at James Capel. He holds a B.A. with honors from Exeter University.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Terence Gallagher
Managing Director of Kohlberg Kravis Roberts
Terence P. Gallagher (New York), a Director on the finance team, joined KKR in 2005. He was previously a Firm Director in the Private Equity Group of Deloitte & Touche LLP. Mr. Gallagher graduated from Pace University in 1986 with a bachelor’s degree in Business Administration and received a master’s degree in Taxation from Pace University in 1993. He is licensed in the state of New York as a Certified Public Accountant.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Waldemar Szlezak
Managing Director of Kohlberg Kravis Roberts
Waldemar Szlezak currently serves as a Managing Director in the private equity group of Soros Fund Management LLC (“SFM”). Prior to joining SFM, he worked at Soros Private Equity Investors and prior to that, in the Mergers & Acquisition Investment Banking group at Credit Suisse First Boston in New York. Mr. Szlezak currently serves on the board of directors of Guinness Peat Group plc, Coats plc, Hyperoptic Ltd, TowerCo 2013 LLC, Helios Towers Africa Ltd, ExteNet Systems Inc., Quattro Consultoria em Telecomunicacoes Ltda, and GSRP LLC. He earned his B.S. in Industrial Engineering & Operations Research from Columbia University in New York, NY and his B.A. in Mathematics from Knox College in Galesburg, IL.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Philip Kim
Managing Director of Kohlberg Kravis Roberts
Philip Kim (New York) joined KKR in 2012 and is a member of KKR Capital Markets. Mr. Kim is responsible for managing the firm’s interest rate and foreign exchange exposure. Prior to joining KKR, Mr. Kim was with Morgan Stanley in its corporate derivatives group. He holds a B.A. from Stanford University.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Anthony C. Hass
Managing Director, Client and Partner Group of Kohlberg Kravis Roberts
Anthony C. Hass (New York) joined KKR in 2003 and is a member of KKR Client and Partner Group. Mr. Hass is involved in institutional investor coverage and capital raising activities. Prior to joining KKR, Mr. Hass was with Deutsche Bank, Bankers Trust, and Lehman Brothers. Mr. Hass holds a B.A. from Trinity College and an M.B.A. from the Anderson School at UCLA.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
George Mueller
Managing Director of Kohlberg Kravis Roberts
George Mueller (New York) joined KKR in 2009 and is a member of KKR Capital Markets. Prior to joining KKR, he worked at Barclays Capital where he worked in high yield credit research, credit trading, and capital markets with a focus on high yield, leveraged loan, and mezzanine transactions. Mr. Mueller holds a B.A., magna cum laude, from Vanderbilt University.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Helenmarie Rodgers
Managing Director, KKR Prisma of Kohlberg Kravis Roberts
Helenmarie Rodgers (New York) joined KKR Prisma, which previously conducted business as Prisma Capital Partners LP, in 2004. Ms. Rodgers is part of the Client and Partner Group, focusing on customized hedge fund solutions. Prior to joining KKR Prisma, she was a managing director of institutional client management at J.P. Morgan Alternative Asset Management. Previously, Ms. Rodgers was managing director and head of worldwide marketing and product development for Chase Alternative Asset Management, the predecessor firm to J.P. Morgan Alternative Asset Management. Formerly, she was a portfolio specialist for several funds of hedge funds and feeder funds at Union Bancaire Privee, Geneva, Switzerland. Ms. Rodgers’ rior career positions include: senior vice president for the World Gold Council in Geneva, Switzerland; vice president at Salomon Brothers, NY in the pension consulting, real estate corporate finance and fixed income capital markets groups; and corporate lending officer at Continental Bank in Chicago. Ms. Rodgers holds a B.A. degree from Tulane University and an M.B.A. from The Wharton School, University of Pennsylvania.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Peggy Shaughnessy
Managing Director, Business Operations of Kohlberg Kravis Roberts
Peggy Shaughnessy (New York) joined KKR in 2012 as the Global Head of Office Operations. She is responsible for the management and integration of internal operations across the world. She also oversees the execution of all Investor events globally throughout the year. Ms. Shaughnessy joined from Goldman Sachs with considerable operational and managerial experience across a wide range of support activities, functions and regions over the course of her 20 years there, most recently as managing director and global head of hospitality and retail operations. She serves on the board of The Great Oaks Foundation, a non-profit organization founded with the mission of supporting the achievement of public school students.
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About KKR India Financial Services, Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Amanda Siegel Lansky
Managing Director, Customized Portfolio Solutions of Kohlberg Kravis Roberts
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Craig Larson
Managing Director, Investor Relations of Kohlberg Kravis Roberts
Craig Larson (New York) is the Head of Investor Relations for KKR and leads KKR’s efforts to engage with public investors and industry analysts. Prior to this role, Mr. Larson was a member of the Client and Partner Group. Mr. Larson joined KKR in 2009 after spending 17 years at Citigroup Global Markets Inc. where he was a managing director in the global communications franchise. While at Citigroup, Mr. Larson played a leading role on a broad array of merger and acquisition and financing assignments for global media and telecommunications clients. Mr. Larson graduated with a B.A. with honors from Queen’s University in Kingston, Canada.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Jason Carss
Managing Director of Kohlberg Kravis Roberts
Jason Carss (New York) joined KKR in 2008. Prior to joining KKR, he was an attorney at Linklaters LLP in New York for five years. While at Linklaters, he represented a number of alternative asset managers, including KKR, in connection with structuring, raising and operating investment funds. Mr. Carss holds a B.A. from Columbia University and a J.D. from Fordham Law School.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Daniel Parant
Managing Director, Co-Head of Private Wealth Partners of Kohlberg Kravis Roberts
Daniel B. Parant (New York) joined KKR in 2012 and is a member of the Client and Partner Group. Prior to joining KKR, Mr. Parant was a vice president and head of alternatives business development for intermediary distribution at Neuberger Berman, and previously was a member of the absolute return strategies business at Lehman Brothers. Prior to joining Lehman Brothers, Mr. Parant worked as an associate in the capital markets consulting group at Thomson Financial. Mr. Parant holds a B.S. in Applied Economics and Management from Cornell University.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Joan Lacagnina
Managing Director, Finance of Kohlberg Kravis Roberts
Joan Lacagnina (New York), a Managing Director in Finance on the Private Markets-Funds team, joined KKR in 1997. Prior to Ms. Lacagnina’s 16 years with KKR, she was a Senior Manager with the tax practice office of Deloitte & Touche. Ms. Lacagnina graduated from St. John’s University in 1988 with a bachelor’s degree in Business Administration and earned her Masters degree in Taxation from Pace University in 1995. She is licensed in the state of New York as a Certified Public Accountant.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Neil R. Brown
Managing Director, KKR Global Institute and KKR Infrastructure of Kohlberg Kravis Roberts
Neil R. Brown (New York) joined KKR in 2014 and is the Director of Policy and Research of the KKR Global Institute. Previously, Mr. Brown served on the senior staff of the U.S. Senate Foreign Relations Committee and Senator Richard Lugar and was a senior advisor at Goldwyn Global Strategies. He is a fellow at the German Marshall Fund and serves on the boards of The Lugar Center, U.S. Extractive Industry Transparency Initiative advisory committee for the U.S. Department of Interior, Merton College Charitable Corporation, and Association of American Rhodes Scholars. Mr. Brown graduated with a B.A. from Harvard University and M.Sc and M.Phil from Oxford University, which he attended as a Rhodes Scholar.
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About Kohlberg Kravis Roberts, The Atlantic Council, The Lugar Center: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Gary H. Jacobs
Managing Director, Capital Management Group of Kohlberg Kravis Roberts
Gary H. Jacobs (New York) joined KKR in 2008 to provide risk management, derivative structuring and trading insight to the Capital Markets business. Since 2009, he has been focused exclusively on capital management within Treasury. Prior to joining KKR, Mr. Jacobs was a managing director at Citigroup within the equities division where he spent 16 years trading options, derivatives, convertibles and cash equities. Mr. Jacobs received a B.A. from Columbia College and an M.B.A. from New York University.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Douglas Brody
Managing Director of Kohlberg Kravis Roberts
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
David McNellis
Managing Director, Global Macro & Asset Allocation of Kohlberg Kravis Roberts
David McNellis (New York) joined KKR in 2011 and is a member of KKR’s Global Macro and Asset Allocation team. Prior to joining KKR.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
James Sinclair
Managing Director, Healthcare Investment Banking of Goldman Sachs
James Sinclair is a managing director in the Consumer Retail and Healthcare Group covering healthcare services and technology companies. Previously, he was a healthcare services equity research analyst. Jim first joined Goldman Sachs in 2002 as an analyst and rejoined the firm in 2007 as an associate. He was named vice president in 2010 and managing director in 2015. Jim serves as a member of the Advisory Board for Ben’s Friends, a nonprofit focused on building online communities for patients with rare diseases. Jim earned a BA in Economics, magna cum laude, from Duke University in 2002, a JD from Northwestern University School of Law and an MBA from the Kellogg School of Management at Northwestern University in 2007.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Thomas Spoto
Managing Director of Goldman Sachs
Thomas Spoto is a Managing Director at Goldman Sachs.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Mancy Sun
Managing Director 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.
Ken Eberts
Managing Director of Goldman Sachs
Ken is global co-head of Goldman Sachs Investment Partners in the Investment Management Division, a position he has held since the group’s inception in 2007. He is also a managing director ally of the Lesbian, Gay, Bisexual and Transgender Network. Ken joined Goldman Sachs in 1989 as an analyst in the Investment Banking Division and worked in the Real Estate and Financial Institutions Groups. From 1992 to 1998, he worked on the Equity Derivatives desk and then moved to Goldman Sachs Principal Strategies in 1998. Ken was named managing director in 2001 and partner in 2004. Ken serves on the Board of Directors of Riverdale Country Day School. Ken earned an AB in Quantitative Economics and History from Stanford University in 1989.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Antoine Munfa
Managing Director – Merchant Banking Division at Goldman Sachs – Growth Equity Team of Goldman Sachs
Antoine Munfa is a Vice President at Goldman Sachs, where his current board responsibilities include Forefront Dermatology, Cervalis, Resolute Anesthesia and Pain Solutions, and Business Records Management. Prior board responsibilities include Amber Road (NYSE: AMBR). Antoine holds a BA from Yale University and an MBA from Harvard Business School.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Harsh Nanda
Managing Director of Goldman Sachs
Harsh is a Managing Director in Goldman Sachs’ Merchant Banking Division (MBD) in India. He is responsible for investments across growth and buyout opportunities. Previously, Harsh was in the healthcare group of the Investment Banking Division at Goldman Sachs in New York. Prior to that he was a manager at Microsoft’s headquarters in Redmond, Washington. Harsh serves on the Board of ReNew Wind Power Pvt. Ltd. Harsh earned a B.Tech. in Computer Science and Engineering from IIT Delhi, a Master of Science in Computer Science from the University of Maryland and an MBA from New York University’s Stern School of Business, where he was a recipient of the Dean’s Award for academic achievement.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Christopher Chattaway
Managing Director of Goldman Sachs
Christopher manages the FX and Commodities Systematic Market Making business. He is a member of the Regional Securities Division Automated Trading Controls Committee (Americas). Previously, he worked in FX Strats, FX Spot Trading and FX Technology. Christopher joined Goldman Sachs in 2001 as an analyst and was named managing director in 2011. Christopher serves on the board of FXSpotStream, a bank-owned consortium for FX aggregation and execution services. Christopher earned a BA in Computer Science from Cornell University in 2001 with a concentration in Math and Business.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Charles Elkan
Managing Director of Goldman Sachs
Charles Elkan is a managing director and the global head of machine learning at Goldman Sachs, and also an adjunct professor of computer science at the University of California, San Diego (UCSD). Earlier, he was the first Amazon Fellow, leading a team of over 30 scientists doing research and development in applied machine learning in both e-commerce and cloud computing, with wins totaling over $100M incremental earnings. Before joining Amazon, Dr. Elkan was a tenured professor of computer science at UCSD. His Ph.D. is from Cornell and he was an undergraduate at Cambridge. His students at UCSD have gone on to to many leading companies, and to faculty positions at universities including Columbia, CMU, the University of Washington, and Stanford.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
John Blondel Jr.
Managing Director of Goldman Sachs
John Blondel is a Managing Director in the Investment Management Division at Goldman Sachs. An experienced financial executive, where he advises families, foundations, and endowments on their assets and portfolios. He first joined the firm in the fixed income division in 1983. John is on the board and executive committee at the Friends of the High Line and has also led initiatives that raised more than 100 million dollars towards this cause. He is on the board and executive committee and has served as chair of the committee for the Academy of American Poets. John is the director emeritus of the Jackie Robinson Foundation and has chaired their investment committee. John graduated from Harvard Business School in 1983 and received an A.B. from Harvard in 1978. He has served as chair of the National Committee for the Memorial Church in the Harvard Campaign. He supports Harvard through a variety of roles, including as a member of the Harvard’s Committee on University Resources and the Co-Chair of his class for the Harvard College Fund. John was raised in Montclair, New Jersey and he is a graduate of Montclair Academy where he was given the Klein award for excellence as a scholar athlete. He co-edited the Montclair News at Montclair Academy as well as a member of the Master’s Singers in the Glee club.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Stephanie Cohen
Chief Strategy Officer and Managing Director of Goldman Sachs
Stephanie Cohen is Goldman Sachs’s Chief Strategy Officer, an ex officio member of the management committee and a member of the partnership committee. Previously, Cohen served as the Global Head of financial sponsor mergers and acquisitions (M&A). Before that she was Sector Captain for general industrials in the global industrials group and a member of the M&A group. In 2008 Cohen managed conflicts and business selection for the investment banking division in the Americas. Previously, she was a Vice President in the industrials and merger leadership groups in San Francisco. Cohen joined Goldman Sachs as an Analyst in 1999, was named Managing Director in 2008 and Partner in 2014. She serves on two literacy-focused nonprofit boards, Reading Partners and Quill. She lives with her husband and two children in New York City.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
David Friedland
Partner, Managing Director of Goldman Sachs
David Friedland is a Partner, Managing Director at Goldman Sachs.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Max Ritter
Managing Director of Goldman Sachs
Max Ritter is a Managing Director at Goldman Sachs.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Michel Dimitri
Managing Director 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.
Chinh Chu
Senior Managing Director of Blackstone Group
Chinh Chu is a successful Wall Street Billionaire. Today he is the Senior Managing Director and Co-Chair in the Private Equity Group. Chinh Chu has led Blackstone’s investments in Stiefel Laboratories, ReAble Therapeutics’ acquisition of DJ Orthopedics, Biomet, Catalent Pharma Solutions, Alliant, ReAble Therapeutics, Celanese, Nalco, SunGard Data Systems, Nycomed, and LIFFE. He has also been involved in Blackstone’s investments in FGIC, Graham Packaging, Sirius Satellite Radio, StorageApps, Haynes International, Prime Succession. Before joining Blackstone in 1990, Chinh Chu worked at Salomon Brothers in the Mergers & Acquisitions Department. He serves as a Director of Alliant, BankUnited, BayView Financial, Healthmarkets, DJO Incorporated, Catalent Pharma Solutions, SunGard, Graham Packaging. As a well-known philanthropist, Chu has given millions of dollars to relief funds and charitable organizations.
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About Blackstone Group, CC Capital, Collier Creek Holdings: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Adam Fletcher
Managing Director and Chief Information Security Officer of Blackstone Group
Adam Fletcher is the and managing Director and chief information security officer at The Blackstone Group.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Prakash Melwani
Sr. Managing Director and Chief Investment Officer of Blackstone Group
Prakash A. Melwani is a Senior Managing Director at Blackstone and is based in New York. He is Chief Investment Officer of the Private Equity Group and chairs each of its Investment Committees. Since joining Blackstone in 2003, Prakash Melwani has led Blackstone’s investments in Kosmos Energy, Foundation Coal, Texas Genco, Ariel Re, Pinnacle Foods, RGIS Inventory Specialists, Performance Food Group and Crocs. Before joining Blackstone, Prakash Melwani was a founding partner of Vestar Capital Partners and served as its Chief Investment Officer. Prior to that, he was with the management buyout group at The First Boston Corporation and with N.M. Rothschild & Sons in Hong Kong and London. Prakash Melwani received a First Class Honors degree in Economics from Cambridge University, England, and an MBA with High Distinction from the Harvard Business School, where he graduated as a Baker Scholar and a Loeb Rhodes Fellow. Prakash Melwani serves as a Director of Crocs, Kosmos Energy, Performance Food Group, RGIS Inventory Specialists and Blackstone strategic partner, Patria.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
David Foley
Sr. Managing Director and Chief Executive Officer of Blackstone Energy Partners of Blackstone Group
David I. Foley is a Senior Managing Director in the Private Equity Group and Chief Executive Officer of Blackstone Energy Partners. David Foley is based in New York and is responsible for overseeing Blackstone’s private equity investment activities in the energy & natural resource sector on a global basis. Since joining Blackstone in 1995, David Foley has been responsible for building the Blackstone energy & natural resources practice and has played an integral role in every private equity energy deal that the firm has invested in, including: Premcor, Kosmos Energy, Foundation Coal, Texas Genco, Sithe Global Power, OSUM Oil Sands, PBF Energy, Global Offshore Wind, GeoSouthern, Alta Resources, Moser Baer, Cheniere and LLOG Exploration. Before joining Blackstone, David Foley worked with AEA Investors in the firm’s private equity business, and prior to that served as a consultant for the Monitor Company. David Foley received a BA and an MA in Economics, with honors, Phi Beta Kappa, from Northwestern University and received an MBA with distinction from Harvard Business School.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Angelo Acconcia
Senior Managing Director of Blackstone Group
Angelo Acconcia is a Senior Managing Director in the Private Equity Group, based in New York, and leads Blackstone’s private equity investment activities in the oil & gas sector on a global basis. Since joining Blackstone in 2004, and prior to fully dedicating his time to energy and the oil & gas sector, Angelo Acconcia has been involved in the execution of several important Blackstone investments, including Graham Packaging, Ondeo Nalco, TRW Automotive and Texas Genco. Angelo Acconcia has either led or played a critical role in every one of Blackstone’s oil and gas investments, including: Alta Energy, GeoSouthern Energy, Hunter Oil & Gas, Kosmos Energy, LLOG Exploration, OSUM Oil Sands and Royal Resources. Before joining Blackstone, Angelo Acconcia worked at Morgan Stanley & Company’s Investment Banking Division in their Global Energy and Mergers and Acquisitions departments in both the U.S. and Canada. Prior to that, Angelo Acconcia worked at the Canadian Imperial Bank of Commerce’s Investment Banking Division in Canada and separately in Hong Kong. Angelo Acconcia is a member of the Investment Committee for Blackstone Energy Partners, a $2.5 billion Blackstone private equity fund dedicated exclusively to the energy sector, and also serves as a director of Alta Energy, GeoSouthern Energy, Hunter Oil & Gas, LLOG Exploration, Osum Oil Sands, and Royal Resources. Angelo Acconcia received an Honors degree in Business from Queen’s University in Canada, where he graduated with First Class Honors.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Martin Alderson Smith
Senior Managing Director of Blackstone Group
Martin Alderson Smith is a Senior Managing Director in our Corporate Development and Strategy group. Since joining Blackstone in 1991, Martin Alderson Smith has worked on an array of projects, both for third-party clients as well as on behalf of the firm. Advisory assignments have included the acquisition of Sanford C. Bernstein by Alliance Capital Management; the sale of Banco Patrimonio to Chase Manhattan Bank; the establishment of a retirement services joint venture between the asset management divisions of Citigroup and the State Street Corporation; the sale of Wells Fargo Nikko Investment to Barclays Bank; and the sale of Gartmore to National Westminister Bank. Since 2007, Martin Alderson Smith has also worked closely with Blackstone senior management on the acquisition of new asset management platforms, divestitures of certain businesses, and the firm’s IPO. Before joining Blackstone, Martin Alderson Smith was with First Boston in London and New York for eight years. Martin Alderson Smith holds a MA from Oxford University and an MBA from Harvard Business School.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Verdun S. Perry
Senior Managing Director of Blackstone Group
Verdun S. Perry is a Senior Managing Director and Co-Head of Strategic Partners, Blackstone’s secondary fund of funds business, which it acquired from Credit Suisse in August 2013. Verdun Perry joined Credit Suisse in November 2000 when it acquired Donaldson, Lufkin & Jenrette (“DLJ”), where he was an Associate in the Investment Banking Division before joining Strategic Partners the year it was founded. Verdun Perry sits on Strategic Partners’ Investment Committees and his current responsibilities include fundraising, deal-sourcing, negotiating and executing secondary transactions and co-investments, as well as various post-purchase fund monitoring activities. Previously, Verdun Perry worked in the strategic investments group at Bozell, Jacobs, Kenyon and Eckhardt, Inc. and in the Investment Banking Division at Morgan Stanley & Co. Verdun Perry received a B.A. from Morehouse College, where he graduated magna cum laude and was elected Phi Beta Kappa, as well as an M.B.A. from Harvard Business School, where he was a Robert Toigo Foundation Fellow. Verdun Perry serves on the boards of The Blackstone Charitable Foundation and Sponsors for Educational Opportunity (SEO).
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
William Murphy
Sr. Managing Director and Chief Technology Officer of Blackstone Group
Bill Murphy is the Chief Technology Officer at Blackstone, leading the Blackstone Innovations and Infrastructure team. William Murphy is responsible for the firm’s technology efforts. Prior to joining Blackstone in 2011, Bill was founding Chief Technology Officer for Capital IQ. Bill was responsible for overseeing all product design, development, infrastructure and technology support and was involved with all operations of the business. Before Capital IQ, Bill led teams at Sapient, delivering solutions for large clients primarily in financial services. He received a BSE in Computer Science from the University of Pennsylvania.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Gideon Berger
Senior Managing Director of Blackstone Group
Gideon L. Berger is a Senior Managing Director of The Blackstone Group and is Head of Risk Management and Technology for the Hedge Fund Solutions Group. Gideon Berger is responsible for hedge fund manager risk analysis, as well as risk monitoring and analysis of BAAM funds. Before joining Blackstone in 2002, Gideon Berger was a Founder and President of Ez-Ways, Incorporated, a technology startup, where he also served on the Board of Directors. Prior to that, Gideon Berger was a Founder and Principal of a consulting firm specializing in the design and implementation of database and enterprise solutions. Gideon Berger received a BA in Mathematics and Physics from Vassar College, an MS in Applied Physics from Columbia University and a PhD in Computer Science from the Courant Institute of Mathematical Sciences at New York University.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Juergen Pinker
Managing Director of Blackstone Group
Juergen Pinker is a Managing Director in the Private Equity Group and is based in London. Since joining Blackstone in 2011, Juergen Pinker has been involved in the execution of Blackstone’s investments in Intertrust, ATC, Scout24 and Armacell. Before joining Blackstone, Juergen Pinker worked as a Director at Strategic Value Partners focusing on European distressed situations. Before that, Juergen Pinker was an Associate Director at The Carlyle Group. Juergen Pinker received a master degree in economics and business from WHU-Otto Beisheim School of Management. Juergen Pinker serves on the Board of Directors of Armacell.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
AJ Agarwal
Senior Managing Director of Blackstone Group
A. J. Agarwal is a Senior Managing Director in the Real Estate Group and is based in New York. Mr. Agarwal oversees the U.S. Core+ business for the Real Estate Group. He has been directly involved in a number of the Real Estate Group’s investments, including Extended Stay Hotels, Hilton Hotels, General Growth Properties, Centro Properties, and Hotel del Coronado. Mr. Agarwal joined Blackstone in 1992. Prior to joining the Real Estate Group in 2010, Mr. Agarwal was a member of Blackstone’s Financial Advisory Group, leading the firm’s advisory practice in a number of areas, including real estate and leisure/lodging. Mr. Agarwal graduated from Princeton University, where he graduated magna cum laude and Phi Beta Kappa and received an MBA from Stanford University Graduate School of Business.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Joshua Pang
Managing Director of Blackstone Group
Joshua Pang is a Managing Director at Blackstone. Previously Mr. Pang served as a Principal in the Tactical Opportunities group of Blackstone. Before re-joining Blackstone, Mr. Pang was a Principal at BC Partners in New York, where he was responsible for the execution of private equity buyouts. Mr. Pang started his career as an Analyst at Blackstone. Mr. Pang received a B.S. in Finance and Financial Accounting from New York University, Leonard N. Stern School of Business, where he graduated magna cum laude.
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About Blackstone Group, Blackstone Group, Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
John G. Finley
Sr. Managing Director and Chief Legal Officer of Blackstone Group
John G. Finley, a Senior Managing Director, is the firm’s Chief Legal Officer. Before joining Blackstone, John Finley had been a partner with Simpson Thacher & Bartlett for 22 years where he was most recently a member of that law firm’s Executive Committee and Head of Global M&A. John Finley is a member of the Advisory Board of the Harvard Law School Program on Corporate Governance and a Trustee of the Jewish Board of Family and Children Services. He is also a guest lecturer at Harvard Law School. He has served on the Committee of Securities Regulation of the New York State Bar Association and the Board of Advisors of the Knight-Bagehot Fellowship in Economics and Business Journalism at Columbia University. He has also served as Chairman of the Annual International Mergers & Acquisitions Conference of the International Bar Association. John Finley has a BS in Economics, summa cum laude, from the Wharton School of the University of Pennsylvania (1978), a BA in History, summa cum laude, from the College of Arts and Sciences of the University of Pennsylvania (1978), and a JD, cum laude, from Harvard Law School (1981).
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Jacob Werner
Managing Director of Blackstone Group
Jacob Werner is a Senior Managing Director in the Real Estate group and is based in New York. Since joining Blackstone in 2005, Jacob Werner has been involved in analyzing Blackstone’s real estate investments in all property types and has worked on a variety of transactions, including Equity Office Properties, CarrAmerica, Trizec, 1140 Avenue of the Americas and the former New York Times Building. Before joining Blackstone’s Real Estate group, Jacob Werner was an analyst in Blackstone’s Restructuring and Reorganization group where he assisted in advising on a variety of restructuring transactions, including Goodyear Tire & Rubber and General Motors Corporation. Jacob Werner received a BS from the McIntire School of Commerce at the University of Virginia where he graduated with distinction.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Jason New
Senior Managing Director of Blackstone Group
Jason New, 45, has been Senior Managing Director of The Blackstone Group L.P., a global investment and advisory firm, and Head of Special Situation Investing for GSO Capital Partners LP, a credit-oriented alternative asset manager, since 2005. New focuses on managing GSO’s public investment portfolio with a specific emphasis on stressed and distressed companies and on sourcing direct special situation investment opportunities. He is a member of the GSO Investment Committee. New joined The Blackstone Group L.P. in 2008 in connection with its acquisition of GSO. Before joining GSO in 2005, New was a senior member of Credit Suisse’s distressed finance group. New joined Credit Suisse in 2000 when it acquired Donaldson, Lufkin & Jenrette (DLJ), where he was a member of DLJ’s restructuring group. Prior to joining DLJ in 1999, he was an associate with the law firm Sidley Austin LLP, where he practiced in the firm’s corporate reorganization group. New served as a director of Cheniere Energy, Inc. from August 2008 to December 2010 and as a director of Global Aviation Holdings Inc. from September 2009 to January 2012.
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Kathleen McCarthy
Sr. Managing Director and Chief Operating Officer of Blackstone Group
Kathleen McCarthy is a Senior Managing Director and Global Chief Operating Officer of the Blackstone Real Estate group. She is based in New York. Kathleen McCarthy oversees Real Estate Investor Relations and Business Development, Human Resources, Legal & Compliance and Finance. Previously she was responsible for marketing Blackstone’s real estate private investment funds. Before joining Blackstone in 2010, Kathleen McCarthy worked at Goldman Sachs, where she was a Vice President focused on investments for the Real Estate Principal Investment Area. Kathleen McCarthy began her career at Goldman Sachs as an Analyst in the Mergers & Strategic Advisory Group within the Investment Banking Division. Kathleen McCarthy received a BA with Distinction from Yale University.
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About Blackstone Group, Skyhawk Therapeutics: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Jonathan Korngold
Senior Managing Director and head of Growth Equity of Blackstone Group
Jonathan Korngold is a Senior Managing Director and head of Blackstone’s Growth Equity investing platform. Korngold was a Managing Director and Global Head of General Atlantic’s Financial Services sector prior to his move to Blackstone in January 2019. He served as Chairman of the firm’s Portfolio Committee and was a member of the firm’s Executive, Investment, Human Resources, and Emerging Growth Investment Committees. Prior to joining General Atlantic in 2001, Korngold worked at Goldman Sachs in the Principal Investment Area and in the Mergers & Acquisitions groups in London and New York, respectively. He received an A.B. in Economics from Harvard College, graduating with honors, and received his M.B.A. from Harvard Business School.
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Brian Gavin
Senior Managing Director and COO of Blackstone Group
Member, Board of Directors at New York City Investment Fund.
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Ram Jagannath
Managing Director of Blackstone Group
Ram M. Jagannath is a Managing Director with U.S. Buyout, focusing on investments in the healthcare sector. He is based in New York. Since joining Carlyle in 2007, Ram Jagannath has been actively involved with Carlyle’s investments in Ortho Clinical Diagnostics, Pharmaceutical Product Development (PPD), Healthscope Ltd. and HCR ManorCare. Prior to joining Carlyle, Ram Jagannath was with Genstar Capital and Thomas Weisel Capital Partners (now Tailwind Capital) in San Francisco.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Anjan Mukherjee
Senior Managing Director of Blackstone Group
Anjan Mukherjee served as Senior Managing Director at The Blackstone Group, Private Equity Group.Anjan Mukherjee joined The Blackstone Group, Private Equity Group in 2001. He serves as a Manager of Celanese International Corporation. Previously, he served as a Managing Director of The Blackstone Group, Private Equity Group until 2010. Since joining Blackstone in 2001, Anjan Mukherjee has been involved in Blackstone’s investments. He served at Thomas H. Lee Company, where he was involved with the analysis and execution of private equity investments in a wide range of industries. Prior to that, he worked in the media and telecommunications area of the Mergers and Acquisitions Department at Morgan Stanley & Co. LLC. He served as a Secretary of Celanese Corp. He has also worked at the Department of Education as well as the Brookings Institution. He serves as a Director of Stiefel Laboratories. He has been a Director of Celanese Corp. and Celanese Emulsions GmbH since April 2004. He serves as a Director of Emdeon. He is a Director of NantPharma, LLC and NantWorks LLC. He served as a Director of TeleTech Holdings Inc. from September 21, 2009 to December 24, 2014. He served as a Director at Polymer Group, Inc. from January 28, 2011 to December 23, 2014. He served as a Director of Companhia Providencia. He served as a Director of Nycomed Pharma SA. He served as a Director of Mega Bloks Inc., until February 2004. He was a director of LiveWire / H.O. Systems. Anjan Mukherjee holds an M.B.A. from Harvard Business School and B.A. from Harvard University, where he graduated, magna cum laude as a Harry S. Truman Scholar.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Sean Klimczak
Senior Managing Director & Global Head of Infrastructure of Blackstone Group
Sean T. Klimczak is the Global Head of Infrastructure and is based in New York. Since joining Blackstone in 2005, Mr. Klimczak has been involved in the execution of several Blackstone investments, including various Sithe Global investments (including Goreway, Bujagali, GNP Mariveles and SKS), Cheniere Energy Partners, Fisterra, PQ Energy, Utility One Source, Meerwind, Transmission Developers, American Petroleum Tankers and The Weather Channel. Before joining Blackstone, Mr. Klimczak was an Associate at Madison Dearborn Partners. Prior to that, Mr. Klimczak worked in the Mergers & Acquisitions department of Morgan Stanley & Company’s Investment Banking Division. Mr. Klimczak received a BBA in Finance and Business Economics from the University of Notre Dame, where he graduated summa cum laude and was elected to Beta Gamma Sigma, and an MBA with High Distinction from Harvard Business School, where he graduated with the highest academic standing in his class and was selected as a Baker Scholar, a John L. Loeb Fellow, a Henry Ford II Scholar and a William J. Carey Scholar. Mr. Klimczak was named a World Economic Forum Young Global Leader in 2015.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Wallace Henderson
Sr. Managing Director and Infrastructure of Blackstone Group
Wallace Henderson is a Senior Managing Director in the Infrastructure Group and leads the group’s investment activities in the midstream sector. Prior to joining Blackstone, Wallace Henderson was a Managing Director and Member of the Executive Committee at EIG Global Energy Partners, where he led the firm’s global midstream effort. In that role, Wallace Henderson oversaw the origination, execution and management of numerous large-scale midstream investments, including transactions in natural gas and liquids gathering and processing, long haul pipelines, and LNG-related infrastructure. Prior to joining EIG in 2011, Wallace Henderson was a Managing Director at UBS Investment Bank, where he led a New York- based, ten-member, investment banking team responsible for advisory and capital raising transactions for UBS oil and gas clients in the Americas. From 1987 to 2004, Wallace Henderson had a number of investment banking roles at Credit Suisse, including as a Managing Director in the Global Project Finance, Oil & Gas and Latin American Groups. Wallace Henderson received his BA in Economics from Kenyon College and his MBA in Finance from Columbia Business School, where he was elected to the Beta Gamma Sigma Honor Society.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Bruce McEvoy
Managing Director of Blackstone Group
Bruce McEvoy has been a director since April 2007. McEvoy is a Managing Director at Blackstone. Before joining Blackstone in 2006, McEvoy worked as an Associate at General Atlantic from 2002 to 2004, and was a consultant at McKinsey & Company from 1999 to 2002. McEvoy received an MBA from Harvard Business School in 2006. McEvoy currently serves on the boards of directors of GCA Services, Performance Food Group, RGIS Inventory Specialists, Vivint and Vivint Solar, and is a term member of the Council on Foreign Relations.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Tripp Smith
Senior Managing Director of Blackstone Group
Tripp Smith is a Senior Managing Director of The Blackstone Group, and a Founder of GSO Capital Partners. Before co-founding GSO, Tripp Smith was Global Head of the Capital Markets Group within the Alternative Capital Division of CSFB. The Capital Markets Group had $16 billion of assets under management including CSFB’s credit opportunities fund, mezzanine investment fund, CDO business and hedge fund-of-fund business. Prior to that, Tripp Smith was a Managing Director and Global Co-Head of CSFB’s Leveraged Finance Group. His responsibilities included the coordination of CSFB’s global origination, distribution and trading activities relating to high yield securities, leveraged loans, high yield credit derivatives and distressed securities. Additionally, Tripp Smith was a member of CSFB’s Investment Banking Operating Committee, Fixed Income Operating Committee and Co-Chair of the Bank/High Yield Finance Committee. He was also a member of CSFB’s Management Council. Tripp Smith joined CSFB in November 2000 when it acquired DLJ, where he was Global Head of High Yield Capital Markets. Tripp Smith had been a member of DLJ’s high yield team since he joined the firm in 1993. Prior to that, he worked for Smith Barney and Drexel Burnham Lambert. Tripp Smith received a BBA in Accounting from the University of Notre Dame.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Mary Citrino
Senior Managing Director of Blackstone Group
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
James Quella
Senior Managing Director and Senior Operating Partner of Blackstone Group
James Quella has been a director since December 2009. Quella was a Senior Managing Director and Senior Operating Partner in the Corporate Private Equity group of The Blackstone Group until June 30, 2013. Quella was responsible for monitoring the strategy and operational performance of Blackstone portfolio companies and providing direct assistance in the oversight of large investments. He was also a member of the firm’s Private Equity Investment Committee. Currently, James serves as a Senior Advisor to the Private Equity Group of Blackstone and continues to be involved in a few key portfolio companies as a board member and executive advisor, as well as participating in selected portfolio review processes and due diligence. Prior to joining Blackstone in 2004, Quella was a Managing Director and Senior Operating Partner with DLJ Merchant Banking Partners-CSFB Private Equity. Prior to that, Quella worked at Mercer Management Consulting and Strategic Planning Associates, its predecessor firm, where he served as a senior consultant to CEOs and senior management teams, and was Co-Vice Chairman with shared responsibility for overall management of the firm. Quella received a BA in International Studies from the University of Chicago/University of Wisconsin-Madison and an MBA with dean’s honors from the University of Chicago. He is also the co-author of Profit Patterns: 30 Ways to Anticipate and Profit from the Strategic Forces Reshaping Your Business. Quella has been a member of various private equity company boards and currently, in addition to Catalent, serves as a Director of Freescale Semiconductor, Inc., Michaels Stores, Inc., and DJO Global.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Menes Chee
Sr. Managing Director of Blackstone Group
Menes Chee is a Senior Managing Director in the Tactical Opportunities Group. He is responsible for sourcing, evaluating, and executing investments in private opportunities and capital markets. Menes Chee joined Blackstone in 2009, as a Managing Director of GSO Capital Partners, and transferred to Tactical Opportunities in 2012. Before joining Blackstone, Menes Chee was a Principal with TPG-Axon Capital, where he invested globally in equity and credit in public markets and private transactions. Prior to that, he was a private equity investment professional with Texas Pacific Group. Previous to TPG, Menes Chee worked at Credit Suisse First Boston in the Merchant Banking Group and at Donaldson Lufkin & Jenrette in the Leveraged Finance Group. Menes Chee graduated magna cum laude from the University of Pennsylvania with a B.S. in Economics from the Wharton School and a B.A. from the College, where he was elected to Phi Beta Kappa.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Thomas Middleton
Managing Director of Blackstone Group
Tom Middleton is a Senior Managing Director (partner) at The Blackstone Group based in New York City. He has specialized in mergers and acquisitions, and strategic advisory to the communications sector since 1985. His clients and transactions have included a wide range of telecommunications, technology and media businesses in the US and abroad. He has also led public and private equity and debt financings for new, growing and mature businesses. After working in the Mergers and Acquisitions department of Kidder, Peabody he became co-head of the Telecom Group at Salomon Brothers in 1990 and then the head of the Communications Group at Merrill Lynch in 1996. He joined Blackstone in 2003 and engaged in both merger advisory and private equity projects. Thomas Middleton is a member of the Board of Directors of the Nature Conservancy, the Advisory Board of the Northwestern University School of Communications, and the Annenberg Innovation Lab at the University of Southern California, as well as several of charity boards. He graduated in 1980 from Ithaca College and in 1985 from the Columbia University School of Business.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Joshua Blaine
Senior Managing Director of Blackstone Group
Joshua Blaine is a Senior Managing Director in Strategic Partners, Blackstone’s secondary private fund of funds business. Joshua Blaine is based in New York and sits on the Investment Committee for each of the SP Funds. He founded the Strategic Partners London office in 2004. Since joining Strategic Partners in 2001, Joshua Blaine has led or been involved in several hundred secondary transactions, co-investments and primary fund commitments on a global basis across SP’s private equity, real estate and infrastructure verticals.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Scott Soussa
Sr. Managing Director of Blackstone Group
Scott Soussa is the Co-Head of the Hedge Fund Solutions Group’s Strategic Capital Group, which includes the hedge fund seeding and GP stakes businesses. Previously, Mr. Soussa was Head of Due Diligence in the Hedge Fund Solutions Group where he led a cross-functional team charged with evaluating and monitoring underlying hedge fund managers, which encompassed front office, business and operational, risk management and legal due diligence. Before joining Blackstone in 2003, Mr. Soussa was Controller of Lava Trading Inc., a securities trading technology company. Prior to that, he worked in Arthur Andersen’s Hedge Fund Advisory and Capital Markets Group. Mr. Soussa received a BS in Accounting from Binghamton University, where he graduated summa cum laude and was elected to Beta Gamma Sigma. He is the Co-Founder and Chairman of the Board of Michael’s Mission, a charity focused on improving the quality of life and treatment options for colorectal cancer patients, families and caregivers. He is a Certified Public Accountant.
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About Angelo Gordon, Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Sebastien Sherman
Sr. Managing Director and Infrastructure of Blackstone Group
Sebastien Sherman is a Senior Managing Director in the Infrastructure Group and leads the group’s coverage of the utilities, renewable and transportation sectors. Prior to joining Blackstone, Sebastien Sherman spent 14 years with OMERS Infrastructure (Borealis Infrastructure), including most recently as its Head of the Americas region. While at OMERS, Sebastien was involved in the origination, deal execution and oversight of a number of large-scale infrastructure portfolio companies across North America, Europe and South America. These investments spanned sectors including utilities (gas and electric), natural gas transmission pipelines, LNG import infrastructure, power generation, high-speed rail infrastructure, airports, toll roads, land registry and satellites. Prior to joining OMERS Infrastructure, Sebastien spent seven years with Morgan Stanley, RBC Capital Markets and TD Securities, where he advised on M&A transactions and financings. Earlier in his career, Sebastien also worked at the Bank of Canada, Canada’s Central Bank. Sebastien has an Honours BA (Economics) from Queen’s University, and is a CFA charterholder.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Joan Solotar
Senior Managing Director, Head of External Relations and Strategy of Blackstone Group
Joan Solotar is a Senior Managing Director, Head of the External Relations & Strategy Group at Blackstone and a member of the firm’s Executive and Management Committees. Joan Solotar has management responsibility for shareholder relations and public affairs and also guides the firm on analyzing strategic development opportunities. Before joining Blackstone in 2007, Joan Solotar was with Bank of America Securities where she was a Managing Director and Head of Equity Research. She started her career in equity research at The First Boston Corporation and, prior to joining Bank of America, was part of the financial services team at Donaldson, Lufkin & Jenrette, and later with CSFB as a Managing Director. Joan Solotar was consistently ranked highly in the Brokers and Asset Management category of the Institutional Investor “All-America Research Team” and the Greenwich Survey of portfolio managers. She also served as Chairperson of the Research Committee for the Securities Industry Association and is currently serving on the Advisory Board of Evine. Joan Solotar Chairs the Board of Directors of Blackstone’s Charitable Foundation. She is also Chairman of the Board of Trustees of the East Harlem Tutorial Program and the East Harlem Scholars Academy. She is the recent author of a Harvard Business Review article entitled “Truths for our Daughters.” Joan Solotar received a B.S. in Management Information Systems from the State University of New York at Albany and an M.B.A. in Finance from New York University.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Martin Brand
Senior Managing Director of Blackstone Group
Martin J. Brand is a director on the board of Orbitz Worldwide. Martin Brand was appointed to the board as a Class II director in March 2010. His current term expires at the 2015 Annual Meeting.Martin Brand is a Managing Director in the Private Equity group of The Blackstone Group. Martin Brand joined Blackstone’s London office in 2003 and transferred to Blackstone’s New York office in 2005. Before joining The Blackstone Group, Martin Brand was a consultant with McKinsey & Company in London from 2000 to 2001 and worked as a derivatives trader with the Fixed Income, Currency and Commodities division of Goldman, Sachs & Co. in New York and Tokyo from 1998 to 2000.Martin Brand currently serves on the boards of directors of Travelport Limited, Performance Food Group, PBF Energy and Bayview Asset Management, LLC.Martin Brand holds a BA and MA degree in Mathematics and Computation from Oxford University and an MBA from the Harvard Business School.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Michael McRaith
Managing Director and Insurance Solutions of Blackstone Group
Michael T. McRaith is a Managing Director in Blackstone Insurance Solutions. Before joining Blackstone in 2018, Michael served from 2011 to 2017 as the first Director of the Federal Insurance Office in the U.S. Department of the Treasury. From 2005 to 2011, Michael served as Illinois Director of the Illinois Department of Insurance, including on the Executive Committee and as an officer of the National Association of Insurance Commissioners. Prior to his public service, Michael practiced law for fifteen years, was admitted to the Trial Bar for the Northern District of Illinois (1995), and focused on the defense of financial institutions as a partner in the Chicago office of McGuireWoods.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Gregory Blank
Managing Director of Blackstone Group
Gregory Blank is a Managing Director of Blackstone in the Private Equity Group based in New York where he focuses on investments in the technology, media and telecommunications sectors. Gregory Blank has been involved in the execution of many of Blackstone’s investments, including most recently in Kronos, Ipreo, and Optiv. Prior to joining Blackstone, Gregory Blank was an Associate at Texas Pacific Group (TPG) in San Francisco where he was involved in the evaluation and execution of private equity transactions. Gregory Blank graduated with a bachelor’s degree in economics from Harvard College and received an MBA from the Harvard Business School. He currently serves as a director of Ipreo, Optiv, Travelport, and The Weather Company.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Jonathan Pollack
Sr. Managing Director of Real Estate and Chief Investment Officer of Real Estate Debt Strategies of Blackstone Group
Jonathan Pollack is a Senior Managing Director and Global Head of the Blackstone Real Estate Debt Strategies group and is based in New York. Since joining Blackstone in 2015, Jonathan Pollack has been responsible for overseeing our real estate debt investment strategy. He is also a member of the firm’s real estate investment committee, and serves on the board of Blackstone Mortgage Trust. Prior to joining Blackstone, Jonathan Pollack was a Managing Director and Global Head of Commercial Real Estate, as well as Head of Risk for Structured Finance, at Deutsche Bank. Jonathan Pollack joined Deutsche Bank in 1999 from Nomura Group. Jonathan Pollack received a BA in Economics from Northwestern University. He currently serves on the Board of Trustees of the East Harlem Tutorial Program.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Stephen H. Can
Senior Managing Director of Blackstone Group
Stephen H. Can is Senior Managing Director and Co-head of Strategic Partners, Blackstone’s secondary private fund of funds business, which was acquired from Credit Suisse in August 2013. Stephen Can is the founding member of Strategic Partners, joining DLJ in 2000 as a Managing Director. Before joining Strategic Partners, Stephen Can worked with the IBM Pension Funds where he co-managed a $7.9 billion private equity portfolio with a focus on both secondary and primary investing. Stephen Can is the Chairman of the Strategic Partners Investment Committees, and previously served on the investment committee of CS Private Equity Strategies, L.P., Real Estate Capital Partners IV, L.P., Credit Suisse Selected Partners, L.P, and Credit Suisse First Boston Fund Investments VII, L.P. Stephen Can received an A.S. in Business Administration from J.C.C. S.U.N.Y. in 1980, a B.A. magna cum laude in Accounting from Plattsburgh S.U.N.Y. in 1982 and an M.S. in Finance from the Krannert Business School at Purdue University in 1984 where he was named outstanding graduate instructor. Stephen Can subsequently earned C.P.A., C.M.A., and C.F.M. designations.
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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.
Jim Schaefer
Senior Managing Director of Blackstone Group
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Matthias Moser
Managing Director of Fortress Investment Group
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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.
Frank Bruno
Co-CEO and enior Managing Director of Cerberus Capital Management
Frank Bruno is Co-Chief Executive Officer of Cerberus and is responsible for leading the Firm’s global investment activities across credit, private equity, and real estate strategies, working closely with Co-CEO and CIO Steve Feinberg. Prior to this role, he was President of Cerberus Global Investments, where he was responsible for leading the Firm’s European, Asia, and Latin American businesses. Since joining Cerberus in 1998, he has overseen the investment of more than $32 billion in equity capital in Asia and Europe, alone. Under his leadership, Cerberus expanded its international presence significantly, opening global advisory offices across Asia, including Beijing, Hong Kong, and Tokyo; and across Europe, including Baarn, Belfast, Dublin, Frankfurt, London, and Madrid. He graduated Cornell University and received an M.B.A. from the Wharton School at the University of Pennsylvania. He currently serves on the Wharton School’s Graduate Advisory Board and the Cornell University ILR School Advisory Board. He is an active supporter of Hire Heroes, a U.S. military veteran transition resources organization and Save the Children. He is a member of numerous Cerberus committees, including the Firm’s Operating/Management Advisory Committee, Private Equity Committee, Real Estate Committee, Real Estate Debt Committee, Valuation Committee, and NPL Committee.
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About Cerberus Capital Management: Cerberus Capital Management is a private investment firm that focuses on operational private equity investments.
Jeffrey Lomasky
Chief Financial Officer and Senior Managing Director of Cerberus Capital Management
Jeffrey Lomasky joined Cerberus in 1994. Prior to joining Cerberus, he was the Chief Financial Officer of New Street Securities from 1992 to 1994. From 1990 to 1992, he was the controller of Drexel Burnham Lambert and from 1989 to 1990, he was the Chief Financial Officer of European activities for Drexel Burnham Lambert. He is a graduate of Bernard Baruch College. He is a member of the Firm’s Operating/Management Advisory Committee, Compliance and Risk Management Committee, Valuation Committee, Allocation Committee, and Financial Risk Management Sub-Committee.
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About Cerberus Capital Management: Cerberus Capital Management is a private investment firm that focuses on operational private equity investments.
Joseph Naccarato
Chief Operating Officer, Chief Credit Officer and Senior Managing Director of Cerberus Capital Management
Joseph Naccarato joined Cerberus in 2000 and is Chief Operating Officer and Chief Credit Officer of Cerberus Business Finance, Cerberus’ middle-market direct lending platform. He provides operational oversight for Cerberus Business Finance, which includes over 70 professionals across three offices in the United States. Additionally, in his role, he is responsible for overseeing the business’ credit function and is active in the turnaround positions for the portfolio. Cerberus Business Finance has become a recognized leader and innovator in the leveraged financed industry, with one of the largest origination platforms in the United States. The business has provided financing to more than 225 financial sponsors as well as completed loan transactions with over 900 borrowers.
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About Cerberus Capital Management: Cerberus Capital Management is a private investment firm that focuses on operational private equity investments.
Michael Sanford
Co-Head of Private Equity and Senior Managing Director of Cerberus Capital Management
Michael F. Sanford is a Managing Director, Co-Head of North American Private Equity, and a member of the Global Private Equity Investment Committee at private investment firm Cerberus Capital Management, which primarily invests in companies with the potential for significant business improvement. Prior to joining Cerberus in 2006, he was at The Blackstone Group in its Restructuring and Reorganization Advisory Group from 2004 to 2006, where he advised companies and creditors on a variety of restructuring transactions. Prior to joining Blackstone, from 2003 to 2004, he worked at Banc of America Securities in its Consumer and Retail Investment Banking Group, where he executed various financing, M&A and leveraged recapitalization transactions. He currently serves on the Board of Directors of DynCorp International and YP Holdings LLC, and on the Board of Managers of New Avon LLC. He holds a B.S. with honors and highest distinction from the Schreyer Honors College of the Pennsylvania State University.
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About Cerberus Capital Management: Cerberus Capital Management is a private investment firm that focuses on operational private equity investments.
Michael Aguiling
CTO and Managing Director of Cerberus Capital Management
Michael Aguiling is Chief Technology Officer of Cerberus Technology Solutions, a subsidiary of Cerberus focused exclusively on leveraging emerging technology, data, and advanced analytics to drive business transformations. In his role, he leads Technology Strategy, Architecture, Cyber Security, and Data Operations, as part of a broad set of responsibilities aimed at creating value for companies through technology modernization and transformation. Prior to joining Cerberus in 2018, he was Chief Technology Officer of Regulatory DataCorp, a portfolio company of Vista Equity Partners, where he was responsible for building an AI program primarily concentrated on the compliance software space. From 2005 to 2017, he was Chief Technology Officer of JPMorgan Intelligent Solutions, a unit of JPMorgan Chase and Co. created to solve business problems and provide strategic insights through data mining, analytics, and modeling. He also founded and chaired the JPMC Machine Learning Steering Committee from 2016 to 2017. He has served on various executive and advisory boards for enterprise technology companies, including Hortonworks, Cloudera, RedHat, and Amazon Web Services. He studied Engineering at Stevens Institute of Technology.
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About Cerberus Capital Management, JP Morgan Chase: Cerberus Capital Management is a private investment firm that focuses on operational private equity investments.
Mark Neporent
COO, Senior Legal Officer and Senior Managing Director of Cerberus Capital Management
Mark Neporent joined Cerberus in 1998 and serves as Cerberus’ Chief Operating Officer and Senior Legal Counsel. He, together with other members of the senior executive team, is responsible for the day-to-day management of Cerberus and its global operations. He is also a member of several Cerberus committees, including the Firm’s Operating/Management Committee, Private Equity Committee, Cerberus Business Finance Committee, Compliance and Risk Committee, Valuation Committee, Broker Selection Committee, and Allocation Committee. Prior to Cerberus, he was a Partner in the Business Reorganization and Finance Groups at Schulte Roth & Zabel, LLP where he practiced from 1986 until he joined Cerberus. He has held board memberships at public and private companies across a variety of industries, including transportation, real estate, technology, financial services, and leisure. Notably, he has served on the board of directors at SSA Global Technologies, AMC Corporation, SUPERVALU, Ally Financial (formerly GMAC), and Chrysler Holdings (parent of Chrysler Financial Corp.), among others. He also has extensive experience on creditors’ and bondholders’ committees, including serving as Co-Chair of the WorldCom’s Official Creditors Committee, where he helped lead the company’s restructuring efforts, and following its emergence from bankruptcy, was appointed to the Board of Directors of MCI, its successor. He has authored and contributed to legal and business publications and has lectured on insolvency, bankruptcy, and reorganization matters. He has lectured at the Syracuse University College of Law’s continuing legal education program.
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About Cerberus Capital Management: Cerberus Capital Management is a private investment firm that focuses on operational private equity investments.
Matthew Zames
President and Senior Managing Director of Cerberus Capital Management
Matthew E. Zames is President of Cerberus and joined the Firm in 2018. He has broad responsibilities across the firm’s global platform and leads a number of operational and strategic initiatives, including overseeing all investments in the financial services industry, growing the understanding and use of technology, data, and AI in investment activities and at the Firm’s portfolio companies, and helping the Firm identify and capitalize on new investment strategies. He was most recently the Chief Operating Officer (COO) and a member of the Operating Committee of JPMorgan Chase & Co. from 2012 to 2017. In his role as COO, his responsibilities included the firm’s Chief Investment Officer (CIO), the Oversight and Control Group, Treasury & Funding, Mortgage Banking Capital Markets, Compliance, One Equity Partners, Corporate Strategy, Regulatory Affairs, Global Technology and Operations, Global Real Estate, Procurement, Security & Safety, General Services, and Military & Veteran Affairs. He was co-COO from July 2012 until April 2013 when he assumed the full COO position. Previously, he was CIO of JPMorgan Chase. Prior to 2012, he held a series of senior roles in the firm’s Investment Bank. He was co-head of Global Fixed Income for J.P. Morgan’s Investment Bank and head of Chase’s Mortgage Banking Capital Markets. Before that, he managed several leading Markets businesses, including Rates, Foreign Exchange, Public Finance, Securitized Products Group, and the Tax Exempt Capital Markets business.
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About Cerberus Capital Management: Cerberus Capital Management is a private investment firm that focuses on operational private equity investments.
Andrew Kandel
Chief Compliance Officer, Senior Legal Officer and Senior Managing Director of Cerberus Capital Management
Andrew Kandel joined Cerberus in 2007 and oversees compliance for Cerberus and its global operations. He is a member of the Compliance and Risk Management, Allocation, Brokerage Selection, Valuation, Securities Compliance, and Financial Risk Management Committees. He is also the Chairman of the Firm’s Environmental, Social, and Governance (ESG) Committee. As Chief Compliance Officer, he works with the Firm’s business units and its professionals worldwide to ensure Cerberus is maintaining the highest standard of compliance and ethical behavior. He has been instrumental in integrating best practices into the Firm’s day-to-day operations, including through the development of a robust compliance program that, among other things, regularly monitors activities and conducts trainings to ensure the safeguarding of the Firm’s integrity and reputation. In addition, Mr. Kandel leads Cerberus’ ESG efforts and is a key driver in incorporating ESG into the activities of the Firm, its portfolio companies, and investments. Prior to joining Cerberus, he was First Vice President and Assistant General Counsel at Merrill Lynch, where he was in charge of state regulation, legislation, and government relations and also handled various SEC, NYSE, NASD, and compliance-related matters. From 1995 to 1998, he was the Chief of the Investor Protection & Securities Bureau at the New York State Attorney General’s Office, where he also served as Assistant Deputy Attorney General, assisting in oversight of the Antitrust, Charities, Consumer Fraud, Civil Rights, Environmental, and Real Estate Finance Bureaus. From 1993 to 1995, he was Senior Special Counsel, then Trial Counsel, at the Enforcement Division of the New York Stock Exchange. He was also an Assistant District Attorney in Manhattan for seven years. He graduated from the University of Pennsylvania and received his J.D. from the University of Pennsylvania Law School. He is a Lecturer and Adjunct Professor at the University of Pennsylvania Law School.
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About Cerberus Capital Management: Cerberus Capital Management is a private investment firm that focuses on operational private equity investments.
Richard Alexander
Chief Technology Officer and Managing Director of Cerberus Capital Management
Richard Alexander is the Chief Technology Officer at Cerberus, where he oversees global technology, cloud infrastructure, cybersecurity, software development, data operations, and computer support. He is also responsible for managing the firm’s global facilities as well as its general services and vendor relationships. Since joining Cerberus in 2008, he has held various roles at the firm. He was a member of the Cerberus Operations and Advisory Company, the firm’s industry-leading operations platform, where he was involved in the restructuring of GMAC and Momentis Property Group. Mr. Alexander has also participated in several due diligence projects for the firm’s private equity and middle-market direct lending platform. Prior to Cerberus, he spent 12 years at GE, where he was a Chief Information Officer and Quality Leader within GE Commercial Finance. He has also held various technology roles within the U.S. State Department and UST, Inc. Mr. Alexander currently sits on several technology advisory boards and was previously a member of the BAWAG Supervisory Board. He has been named Best Technology Executive, Buy-Side by American Financial Technology Awards and is a frequent speaker at IT executive and technology summits. Mr. Alexander graduated from Loyola University and is certified in Lean Six Sigma.
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About Cerberus Capital Management: Cerberus Capital Management is a private investment firm that focuses on operational private equity investments.
Sheila Peluso
Managing Director, Senior Legal Officer and Chief Human Resources Officer of Cerberus Capital Management
Sheila Peluso is Chief Human Resources Officer and Senior Legal Officer for Cerberus. In her role, she oversees human resource management and talent acquisition globally for the Firm and its affiliates. She joined Cerberus in 2005 and prior to that, she was an Associate with Chadbourne & Parke LLP in New York, where her practice focused on representing private equity clients in M&A and securities and general corporate matters. She graduated from Binghamton University and received her J.D. from Cornell Law School. She is a member of Cerberus’ Securities Compliance Committee.
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About Cerberus Capital Management: Cerberus Capital Management is a private investment firm that focuses on operational private equity investments.
Max Justicz
Managing Director of UBS
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About UBS: UBS is a global financial services company that engages in the provision of financial management solutions.
