Best Startup
At Best Startup US we track over 1,000,000 US startups and over 3 million people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top United States based Chairman operating in the Finance space. If you think a Chairman is missing from this list, feel free to contact our editor on editor@beststartup.us.
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Dan Rose
Chairman of Coatue
Dan Rose is the Chairman of Coatue Management.
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About Coatue: Coatue invests in public and private equity markets focusing on the technology, media, and telecommunications industries.
John Doerr
Partner and Chairman of Kleiner Perkins
John Doerr is a general partner at Kleiner Perkins Caufield & Byers. Since joining KPCB in 1980, John and his partners have backed some of the world’s most successful entrepreneurs, including Larry Page, and Eric Schmidt of Google; Jeff Bezos of Amazon.com, Scott Cook and Bill Campbell of Intuit; and Mark Pincus of Zynga. John’s passion is helping entrepreneurs create the Next Big Thing in mobile and social networks, greentech innovation, education and economic development. Ventures sponsored by John have created more than 200,000 new jobs.John serves on boards in the areas of Internet technologies and greentech, including Amyris, Bloom Energy, Coursera, Essence Healthcare, Flipboard, FloDesign Wind Turbines, Google, iControl, mCube, Quantumscape, Renmatix, Upthere and Zynga. He also led KPCB’s investment in Twitter. John’s technology career began in 1974 at Intel, just as the chipmaker was inventing the groundbreaking 8080 microprocessor. During his Intel years, he held roles in engineering, marketing, management and sales. John also learned about operating excellence from Intel co-founder Andy Grove — insight that he continues to share with entrepreneurs today.He later founded Silicon Compilers, a VLSI CAD software company, and co-founded @Home, the nationwide broadband cable Internet service. Outside of KPCB, John supports entrepreneurs focused on the environment, public education and alleviating global poverty. These include NewSchools.org, TechNet.org, the Climate Reality Project and ONE.org.John earned B.S. and M.S. degrees in electrical engineering from Rice University and an M.B.A. from Harvard Business School. He also holds several patents for computer memory devices.John is a member of the American Academy of Arts and Sciences, and a member of U.S. President Barack Obama’s Council on Jobs and Competitiveness.
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About Applied Intuition, Breakthrough Energy Ventures, FWD.us, Kleiner Perkins, NewSchools Venture Fund: Kleiner Perkins is a venture capital firm that specializes in investing in early-stage, incubation, and growth companies.
Charles Holloway
Vice Chairman of Board of Directors of Kleiner Perkins
Charles A. Holloway, an expert in entrepreneurship, manufacturing strategy and technology, was appointed to the SRI International Board in 2003. Holloway has been a faculty member of the Graduate School of Business at Stanford University since 1968 and has served as Associate Dean for Academic Affairs. In 1990, he founded the Alliance for Innovative Manufacturing (formerly Stanford Integrated Manufacturing Association), a cooperative venture of the Graduate School of Business, School of Engineering, and industrial firms. He is a founding co-director of the Stanford Center for Entrepreneurial Studies, and his research has contributed to the Stanford Global Supply Chain Forum. Holloway is also co-chair of the Stanford Commission on Graduate Education. He serves on the boards of Annuity Systems, Freedom Financial Corporation, and Neato Robots. Prior to his career in education, Holloway was assistant to the technical director of the Naval Reactors Branch of the Atomic Energy Commission and a senior engineer at Bechtel Corporation. Holloway is a co-author of numerous business publications. He holds a Ph.D. and M.S. from the University of California, Los Angeles, and a BSEE from the University of California, Berkeley.
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About : Kleiner Perkins is a venture capital firm that specializes in investing in early-stage, incubation, and growth companies.
Chris Sacca
Founder and Chairman of Lowercase Capital
An accomplished venture investor, company advisor, and entrepreneur, Chris manages a portfolio of over seventy consumer web, mobile, and wireless technology start-ups as well as an array of mature enterprises through his holding company, Lowercase Capital. He is partnered in this venture with his wife, Crystal English Sacca. While primarily known for its investments in seed and early stage technology companies like Twitter, Uber, Instagram, and Kickstarter, Lowercase has quietly grown to be one of the larger venture funds in the United States.
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About Lowercase Capital, The Aspen Institute, University of Oxford: Lowercase Capital is a private equity and venture capital firm specializing in investments in seed/startups.
Mark Goines
Vice Chairman of Personal Capital
Based in Menlo Park, Mark is a Partner focused on the areas of financial technology, mobile, consumer and small business Internet services. He has an extensive track record of working with high growth companies as an entrepreneur, executive and angel investor. Exits from his angel investments include Mint, Baby Center, PayCycle and Nolo.com. Prior to joining Morgenthaler, Mark was a successful angel investor. His investments included two Morgenthaler portfolio companies, Pageonce and Practice Fusion. He currently represents Morgenthaler on the Practice Fusion board. Previously, Mark helped build and ran Intuit’s Consumer Tax business (TurboTax). He also served as Senior Vice President of Intuit’s International Division, managing businesses on every continent, creating new products, acquiring companies and building partnerships. He then served as General Manager of Intuit’s Consumer Division and helped generate over $200 million in annual revenues, serving 15 million customers across a broad range of software and e-commerce services by 2000. Prior to Intuit, Mark held executive positions at Wells Fargo and Charles Schwab, where he developed and marketed early-stage banking, software and electronic services that formed the foundation of today’s online trading industry. Mark became an active investor and entrepreneur in 2000. He was an investor and board member at Mint, a consumer online financial management company that was sold to Intuit in 2009. He was also an investor and board member in Nolo.com, a self-help law service that was sold to Internet Brands in 2011. Goines co-founded and became chief marketing officer at PassMark Security, which was sold to RSA in 2006. He also invested in WePay (payments), BillFloat (lending) and Cozi (family organization). Mark holds an M.B.A. and a B.S. from the University of California at Berkeley. He served as president of the Los Altos Educational Foundation and has been elected as a trustee of the Los Altos School Board.
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About Personal Capital: Personal Capital combines online financial tools with registered financial advisor expertise to enable people and grow their net worth.
Lloyd Blankfein
Chairman and Chief Executive Officer of Goldman Sachs
With over 30 years of experience in various positions at Goldman Sachs in New York and London, Mr. Blankfein has extensive knowledge of all aspects of our business, including our risk management practices and our strategy. Mr. Blankfein utilizes this firm-specific knowledge and experience in his role as Chairman to, among other things, guide Board discussions and keep our Board apprised of significant developments in our business.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Gordon E. Dyal
Co-Chairman of Investing Banking of Goldman Sachs
Mr. Dyal is Co-Chairman of the Investment Banking Division (IBD). He is a member of the Management Committee, and the Investment Banking Services Leadership Group. He joined Goldman Sachs as a Partner in 1998. From 1999 to 2001, he was the Co-Head of European Mergers & Acquisitions. In 2001, he was named Co-Head of Investment Banking in Europe. He became Global Head of Mergers & Acquisitions in 2004 and assumed his current role in 2011. Mr. Dyal is a member of the Board of Overseers of The Amos Tuck School of Business at Dartmouth College. He also serves on the Board of the Wildlife Conservation Society.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Walter Driver
Chairman of the Board of Directors – Southeast of Goldman Sachs
Walter Driver is a Member of the Board of Directors at Equifax since November 2007. Previously, Walter was Chairman of the Board of Directors and Chief Executive Officer at King & Spalding LLP. Walter focused on strategic issues, firm growth, cross-office capabilities and client relationships. Walter joined King & Spalding in 1970 and became a partner in 1976. Walter served 8 years in the 1990’s as Chairman of the governing Policy Committee and has been Managing Partner or Chairman since 1999. Walter is a regular speaker on law firm leadership and on the relationships between inside counsel and outside law firms. Walter’s practice has focused on financing transactions, and he chaired that practice area within the firm. Walter represented large groups of money center banks in complex structuring, negotiating and restructuring of transactions exceeding $1 billion of real estate related liabilities. Walter acted as the principal U.S. lawyer representing Banca Nazionale del Lavoro in the largest and most complex bank fraud in U.S. history, involving billions of dollars in finance to Iraq. Walter led the client through Congressional committee investigations and hearings, multiple civil litigation cases, successfully resolved a protracted Federal Reserve inquiry and achieved superior economic recoveries, including $400 million from the United States government. Walter has been involved with many aspects of representation of financial institutions, including structured transactions, real estate finance, work-out and bankruptcy and banking investigations. Walter has advised institutional investors in highly leveraged and tax sensitive transactions, including complex cross-border financings. Walter represents large U.S. banks and international banks as well as large non-bank financial corporations. Walter coordinated King & Spalding’s legal work for SunTrust Banks, Inc. Walter is a Member of the Board of Directors at Total Systems Services, Inc. and currently serves on the compensation committee. Walter is Vice President and a Member of the Executive Committee of the United States Golf Association, having previously served as Treasurer and General Counsel. Walter chaired the Legal Division of the Atlanta United Way and served as a member of the Executive Cabinet of the United Way. Walter serves or has served as a Member of the Board of Directors and Executive Committees of several civic organizations, including The Commerce Club, Central Atlanta Progress, the Atlanta Chamber of Commerce, The Children’s Museum of Atlanta and the Georgia State Golf Association. Walter is a Graduate of Stanford University and the University of Texas School of Law (1970).
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About : Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Paul Parker
Co-Chairman, Global Mergers & Acquisitions of Goldman Sachs
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Jason Finger
Chairman of Upper90
Jason Finger is the founder of Salvo Health.
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About Grubhub, Oxygen Capital Partners, LLC, Salvo Health, Upper90: Upper90 is a hybrid fund that provides founder-friendly credit and equity to top disruptors in e-commerce, enterprise, and fintech.
Hamilton James
Executive Vice Chairman of Blackstone Group
Hamilton (“Tony”) E. James is Executive Vice Chairman of Blackstone, and a member of the board of directors of its general partner, Blackstone Group Management L.L.C. He is also a member of Blackstone’s Management Committee and sits on each of the firm’s investment committees. Mr. James previously served as the firm’s President and Chief Operating Officer. Prior to joining Blackstone in 2002, Mr. James was Chairman of Global Investment Banking and Private Equity at Credit Suisse First Boston and a member of the Executive Board. Prior to the acquisition of Donaldson, Lufkin & Jenrette by Credit Suisse First Boston in 2000, Mr. James was the Chairman of DLJ’s Banking Group, responsible for all the firm’s investment banking and merchant banking activities. Mr. James joined DLJ in 1975 as an Investment Banking associate. He became head of DLJ’s global M&A group in 1982, founded DLJ Merchant Banking, Inc. in 1985, and was named Chairman of the Banking Group in 1995. Mr. James is Chairman of the Board of Directors of Costco Wholesale Corporation and has served on a number of other corporate Boards. Mr. James is a Trustee of The Metropolitan Museum of Art, member of The Boards of Trustees of the Mount Sinai Health System, member of the Center for American Progress Board of Trustees, Vice Chairman of Trout Unlimited’s Coldwater Conservation Fund, Vice Chairman of the Board of Trustees of Wildlife Conservation Society, Advisory Board member of The Montana Land Reliance, and Chairman Emeritus of the Board of Trustees of American Ballet Theatre. He is also a former member of the President’s Export Council and a former Commissioner of The Port Authority of New York and New Jersey. In 2018, Mr. James co-authored the second edition of Rescuing Retirement, a book proposing a solution to America’s looming retirement crisis. The first edition was published in 2016. Mr. James graduated magna cum laude with a BA from Harvard College in 1973 and was a John Harvard Scholar. He earned an MBA with high distinction from the Harvard Business School and graduated as a Baker Scholar in 1975.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Stephen Schwarzman
Chairman, CEO & Co-Founder of Blackstone Group
Stephen Schwarzman is Chairman, CEO and Co-Founder of Blackstone. Schwarzman has been involved in all phases of the firm’s development since its founding in 1985. The firm is currently the world’s largest independent alternative asset manager with $218 billion Assets Under Management, as of March 31, 2013. Schwarzman is an active philanthropist with a history of supporting education and schools. Whether in business or in philanthropy, he has always attempted to tackle big problems and find transformative solutions. In 2013, he founded an international scholarship program, “Schwarzman Scholars,” at Tsinghua University in Beijing, to educate future leaders about China. At $300 million, the program is modeled on the Rhodes Scholarship and is the single largest philanthropic effort in China’s history coming largely from international donors. In 2007, Schwarzman donated $100 million to the New York Public Library, on the board of which he serves. Schwarzman is also committed to supporting education locally, sending over two hundred students per year to parochial schools in the New York area. Schwarzman is a member of The Council on Foreign Relations, The Business Council, The Business Roundtable, and The International Business Council of the World Economic Forum. He serves on the boards of The Asia Society, The Board of Directors of The New York City Partnership and The Advisory Board of the School of Economics and Management at Tsinghua University, Beijing. He is a Trustee of The Frick Collection in New York City and Chairman Emeritus of the Board of Directors of The John F. Kennedy Center for the Performing Arts. In 2007, Schwarzman was included in TIME’s “100 Most Influential People.” In that same year, he was awarded the Légion d’Honneur of France and promoted to Officier in 2010. Schwarzman holds a B.A. from Yale University and an M.B.A. from Harvard Business School. He has served as an adjunct professor at the Yale School of Management, is on the Harvard Business School Board of Dean’s Advisors and Harvard University’s Global Advisory Council. In 2012, he was awarded an Honorary Degree from Quinnipiac University.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Liping Zhang
Senior Managing Director and Chairman of Blackstone Group
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Katsuyuki Kuki
Chairman and Representative Director for Japan of Blackstone Group
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Peter Briger
Principal & Co-Chairman of the Board of Directors of Fortress Investment Group
Briger is a principal and Co-Chairman of the board of directors of Fortress. He has served as a member of the board of directors of Fortress since November 2006 and was elected Co-Chairman in August 2009. Briger has been a member of the Management Committee of Fortress since March 2002. Briger is responsible for the Credit and Real Estate business at Fortress. Prior to joining Fortress in March 2002, Briger spent fifteen years at Goldman, Sachs & Co., where he became a partner in 1996. Briger serves on the board of Tipping Point, a non-profit organization serving low income families in San Francisco. Briger also serves on the board of Caliber Schools, a network of charter schools committed to preparing students for success in competitive four-year colleges and beyond. Briger received a B.A. from Princeton University and an M.B.A. from the Wharton School of Business at the University of Pennsylvania.
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About Fortress Investment Group: Fortress is an investment management firm that manages alternative assets in private equity, liquid hedge funds, and credit funds.
Wes Edens
Co-Founder & Chairman of Fortress Investment Group
Chairman and Founder at Fortress Investment Group.
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About Aston Villa, Fortress Investment Group, Milwaukee Bucks Inc., New Fortress Energy: Fortress is an investment management firm that manages alternative assets in private equity, liquid hedge funds, and credit funds.
Al Goldstein
Executive Chairman, Founder of Avant
Al is the co-founder and CEO of Avant, an online marketplace lending platform. Avant was named to Forbes America’s Most Promising Companies list for 2015 as well as Forbes Next Billion Dollar Startups list for 2015. Prior to Avant, Al co-founded Pangea Properties, a private REIT invested in distressed and value-add multi-family properties. Al was co-founder, President and CEO of CashNetUSA, now Enova International, from 2004 until 2008. Prior to that, he was part of Deutsche Bank’s Leveraged Finance practice. Al is an active member of the Young Presidents Organization (YPO) and America Israel Public Affairs Committee (AIPAC) and mentors young entrepreneurs.
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About Amount, Avant, Pangea Properties, Spring Labs: Avant is an online lending platform that offers alternatives to its clients with safe financial products.
Barry Sternlicht
Chairman & Chief Executive Officer of Starwood Capital Group
Barry Sternlicht is Chairman & Chief Executive Officer of Starwood Capital Group, the private investment firm he formed in 1991 focused on global real estate, hotel management, oil and gas, energy infrastructure and securities trading. Sternlicht is also Chairman of Starwood Property Trust, now the largest commercial mortgage REIT in the U.S. traded on the NYSE. For the past twenty-two years, he has structured investments with an asset value of more than $40 billion. Starwood’s funds have invested in more than 18,000 apartment units, more than 1,000 hotels, over 22 million square feet of office properties, 15 million square feet of retail and over 20,000 acres of land in residential subdivisions. Today the firm manages approximately $29 billion of assets under management on behalf of its high net worth and institutional partners. Starwood Capital Group employs approximately 330 associates at its headquarters in Greenwich, Connecticut, with other offices in Atlanta, Chicago, San Francisco, Los Angeles, Washington DC, London, Sao Paolo, Paris and Luxembourg. Starwood’s family of products includes Starwood Energy Partners, focused on energy infrastructure investments, Starwood Real Estate Securities, a long-short fund, and Starwood Oil & Gas Group. From 1995 through early 2005, Sternlicht was Chairman and CEO of Starwood Hotels & Resorts Worldwide (HOT), Inc., a company he founded in 1995. In his tenure, he built Starwood Hotels into one of the leading hotel and leisure companies in the world employing more than 120,000 people with 895 properties in 100 countries. Starwood Hotels is a fully integrated owner, operator and franchiser of hotels with nine brands, including: St. Regis, The Luxury Collection, W Hotels, Sheraton, Westin, Meridien, and Four Points. Sternlicht created W Hotels, perhaps the world’s most successful “boutique” brand, and built St. Regis Hotels into a global brand. In 2013, Sternlicht was named the #1 Most Important Person in Commercial Real Estate Finance by The Mortgage Observer. In 2010, Sternlicht was named Executive of the Year and Investor of the Year by Commercial Property Executive. Sternlicht was named America’s Best Lodging CEO by Institutional Investor magazine. Sternlicht is a member of the Interior Design Magazine Hall of Fame. He received the Preston Robert Tisch Distinguished Industry Leadership Award from New York University, the CEO Diversity Award by Diversity Best Practices/Business Women’s Network, the Lifetime Achievement Award from the Association of Travel Marketing Executives, the Hospitality Heritage Award from the American Hotel and Lodging Association, and the Marketer of the Year Award from Brandweek. Sternlicht’s humanitarian efforts have led to prestigious national honors such as JDRF’s Man of the Year, JDRF’s Living and Giving Award and JDRF’s Chairman’s Award. Sternlicht is a trustee of his alma mater, Brown University. He serves on the Board of Directors of The Estée Lauder Companies, Restoration Hardware, and TriPointe Homes. Sternlicht is also Chairman of the Board of Societé du Louvre. He serves as Chairman of the Board of Robin Hood and is on the boards of the Pension Real Estate Association (PREA), the Real Estate Roundtable, the Dreamland Film & Performing Arts Center, and the Executive Advisory Board of Americans for the Arts. He is a member of the World Presidents Organization and the Urban Land Institute. Barry Sternlicht received his BA, magna cum laude, with honors from Brown University. He later earned an MBA with distinction from Harvard Business School.
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About Starwood Capital Group: Starwood Capital has invested $11.8 billion of equity since 1991 in all asset classes and levels of the capital structure.
David Roberts
Deputy Chairman and Independent Director of Lloyds Banking Group
Joined the Board in March 2010 Chairman of the Risk Committee. Member of the Audit Committee, the Remuneration Committee and the Nomination & Governance Committee. David has many years of experience at board and executive management level in retail and commercial banking in the UK and internationally. As Chair of the Risk Committee, he has a deep understanding of risk management, underpinned by recent, in-depth knowledge of all aspects of banking operations. David’s valuable contributions to the deliberations of the Board and Committee meetings, combined with natural leadership qualities, make him an effective Deputy Chairman. David has a Diploma in Marketing from the Chartered Institute of Marketing, a degree in Mathematics & Applications from Birmingham University and an MBA from the University of Reading. David joined Barclays in 1983 and held various senior management positions culminating in Executive Director, member of the Group Executive Committee and Chief Executive, International Retail and Commercial Banking, a position which he held until December 2006. He is a former Non-Executive Director of BAA and Absa Group and was Chairman and Chief Executive of BAWAG P.S.K. AG.
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About Creative Destruction Lab (CDL), Lloyds Banking Group: Lloyds Banking Group is a major British financial institution formed through the acquisition of HBOS by Lloyds TSB in 2009.
Soul Htite
Founder & Executive Chairman of Dianrong
Soul Htite is the founder and CEO of Dianrong. Prior to co-founding Dianrong in 2012, Soul co-founded Lending Club, the world’s largest and benchmarking financial technology company. He served as the Head of Technology until 2011. Soul led all the design and development efforts of Lending Club’s award winning online lending platform. Soul spent the earlier part of his career building enterprise software at Oracle Corporation. His focus was in real-time online services and system design for high availability and fault tolerance. Soul holds a Bachelor of Science degree in Computer Science from the Université de Montréal. Specialties: entrepreneurship, internet, software, product design, innovation, creativity, product development, startups, investment
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About Dianrong, Upgrade: Dianrong is an online marketplace lending company that uses technology to transform the way China is financed to help enrich people’s lives.
Ken Moelis
Chairman & CEO of Moelis & Company
Ken Moelis is Founder, Chairman and Chief Executive Officer of Moelis & Company, a global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. Mr. Moelis has over 30 years of investment banking experience. Prior to founding Moelis & Company, he worked at UBS from 2001 to 2007, where he was most recently President of UBS Investment Bank and previously Joint Global Head of Investment Banking. Before joining UBS, Mr. Moelis was Head of Corporate Finance at Donaldson, Lufkin & Jenrette, where he worked from 1990 through 2000. Mr. Moelis serves on the University of Pennsylvania Board of Trustees, the Wharton Board of Overseers, the Board of the Tourette Syndrome Association, and the Board of Governors of Cedars Sinai Hospital. He holds an undergraduate degree and an M.B.A. from the Wharton School at the University of Pennsylvania.
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About Moelis & Company, Moelis & Company: Moelis & Company is an investment bank that provides innovative strategic advice and solutions to a diverse client base.
Bruce Karsh
Co-Chairman and Chief Investment Officer of Oaktree Capital Management
Bruce A. Karsh serves as Co-Chairman, Chief Investment Officer, and co-founder of Oaktree Capital Management, L.P., formerly Oaktree Capital Management, LLC, a Los Angeles-based investment management firm. Prior to co-founding Oaktree, Karsh was a Managing Director of the TCW Group, and the portfolio manager of its Special Credits Funds for seven years. Prior to joining TCW, Karsh worked as Assistant to the Chairman of Sun Life Insurance Company of America and of SunAmerica, Inc., its parent. Prior to that, Karsh was an attorney with the law firm of O’Melveny & Myers. Karsh serves on the Board of Directors of Oaktree Capital Group, LLC, and also serves as a Trustee on the Duke University Board of Trustees.
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About aXiomatic, Karsh Family Foundation, Oaktree Capital Management: Oaktree Capital Management is a privately owned investment manager specializing in alternative investment strategies.
John Frank
Vice Chairman of Oaktree Capital Management
Frank is Vice Chairman of Oaktree Capital Management, a leader among global investment managers specializing in alternative investments.
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About Oaktree Capital Management, The State Bar of California: Oaktree Capital Management is a privately owned investment manager specializing in alternative investment strategies.
Howard Marks
Co-Chairman of Oaktree Capital Management
Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction. From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. He was also Chief Investment Officer for Domestic Fixed Income at TCW. Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp’s Director of Research. Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the Booth School of Business of the University of Chicago, where he received the George Hay Brown Prize. He is a CFA® charterholder.
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About Oaktree Capital Management: Oaktree Capital Management is a privately owned investment manager specializing in alternative investment strategies.
Jonathan Nelson
Founder and Executive Chairman of Providence Equity Partners
Jonathan M. Nelson is Providence Equity Partner’s Founder and Chief Executive Officer. He has been a private equity investor for over 30 years. He founded Providence in 1989, pioneering a sector-focused strategy to private equity investing with the vision that a dedicated team of industry experts could build exceptional companies of enduring value. He serves on the Board of Directors of The Chernin Group and Univision Communications. He has also served as a director of numerous other Providence portfolio companies, including Bresnan Communications, Eircom plc, Hulu, Language Line, MetroNet (now AT&T Canada), MLS Media, VoiceStream Wireless (now Deutsche Telekom), Warner Music Group, Western Wireless Corporation (now AT&T Corp.) and Yankees Entertainment and Sports Network (YES). Prior to founding Providence, he was a Managing Director of Narragansett Capital, which he joined in 1983. At Narragansett Capital, Mr. Nelson specialized in private equity investments in the cable television, broadcasting and publishing sectors. He received a Master of Business Administration from Harvard Business School and a Bachelor of Arts from Brown University. He is a Trustee of Brown University and founder of the University’s Jonathan M. Nelson Center for Entrepreneurship, which supports a student-centered and faculty-led initiative that operates in collaboration with various other departments, schools, and centers at Brown to provide students with a strong academic grounding in entrepreneurship, blended with applied experiences and mentorship opportunities. He is also a Trustee of The Rockefeller University and Institute for Advanced Study, a member of the Board of Dean’s Advisors at Harvard Business School and serves on the Board of the Newport Festivals Foundation.
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About Providence Equity Partners: Providence Equity Partners is a private equity firm that focuses on media, entertainment, communications, and information investments.
Anthony Gallippi
Chairman of BitPay
Anthony Gallippi co-founded BitPay in 2011 after recognizing that businesses could not easily accept bitcoin payments. BitPay was the first bitcoin payment processor and was founded to bridge the gap between consumers and merchants. Gallippi served as CEO until May 2014, when he became Executive Chairman. In addition to overseeing the day-to-day operations including sales, marketing and customer service he is responsible for BitPay’s external affairs. Anthony dedicates his time to building partnerships and broadening business relationships, liaising with investors, expanding BitPay’s international presence, and ultimately ensuring BitPay is contributing to the overall bitcoin ecosystem. Gallippi has fifteen years of experience in sales and marketing within the Robotics industry. Before co-founding BitPay, Gallippi was District Sales Manager at Aerotech, and he served as Regional Sales Manager at Industrial Devices Corporation. Gallippi has a Bachelor’s degree in Mechanical Engineering from Georgia Institute of Technology.
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About BitPay: BitPay provides enterprise-grade bitcoin payment solutions for businesses and organizations.
John Zazzera
Vice Chairman GE ELUFUN of General Electric
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About : General Electric offers infrastructure and financial services worldwide.
Ilya Zubarev
Co-Chairman & Co-founder of Runa Capital
Ilya is co-founder and Founding Partner at Runa. Over the past 20 years, Ilya has co-founded a significant number of successful software companies including Solomon SEA, Rolsen, Infratel, Parallels, Acronis, and Acumatica. Ilya holds a BSc, MSc in Electrical Engineering at Moscow Institute of Physics & Technology.
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About Anturis, Quantum Wave Fund, Runa Capital: Runa Capital is a VC focusing on B2B SaaS, machine intelligence, complex software, IT, fintech, edtech, and digital health.
Carla Harris
Vice Chairman and Managing Director of Morgan Stanley
Carla Harris is Vice Chairman of Wealth Management and Senior Client Advisor at Morgan Stanley. She was Chair of the Morgan Stanley Foundation from 2005 to 2014, and sits on the boards of several community organizations. In August 2013, Carla was appointed by President Barack Obama to chair the National Women’s Business Council. She is a gospel recording artist and a popular public speaker who gives impactful career guidance to corporate audiences based on her book, “Expect to Win.” Carla joined Morgan Stanley in 1987 after completing an AB in economics from Harvard University and an MBA from Harvard Business School.
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About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Brad Whitman
Vice Chairman of the bank’s financial institutions group of Morgan Stanley
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About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Edwin Kania
Managing Partner & Co-Founder; Chairman Emeritus of Flagship Pioneering
Edwin Kania is a Managing Partner and Co-Founder of Flagship Ventures and served as Chairman of the Board of Directors at Flagship Ventures between 2001 – 2014. Edwin has 33 years of experience in the venture capital industry. Prior to co-founding Flagship Ventures in 2000, Edwin spent 14 years as General Partner of OneLiberty Ventures and of its predecessor firm, Morgan, Holland Ventures. From 1983 – 1984 Edwin served as an Investment Officer at First Capital Corporation of Boston, the venture capital subsidiary of Bank of Boston and previously, as Research Associate at Harvard Business School and as General Manager at J. Cunningham, Inc. Edwin is a frequent speaker on venture capital and entrepreneurship. Edwin earned his undergraduate degree in Physics from Dartmouth College and his MBA from Harvard Business School. While at Dartmouth, Edwin was an All-American Track and Field athlete and a national and collegiate record holder. Throughout his professional career, Edwin has operated both as an investor and as an active partner to entrepreneurs in company building. Edwin’s direct investment experience covers over 100 companies. In addition, Edwin has been intimately involved in the launch and development of more than a dozen companies as the founding, lead or co-lead investor, and on occasion has assumed operating roles in support of management. Several of these companies are now publicly traded while others have been acquired by significant publicly-traded companies. The total value of the companies in which Ed has participated as founding or lead investor is currently several billion dollars. Among the companies for which Ed has served as an active Director are Acceleron Pharma (NASDAQ: XLRN), Adolor (NASDAQ: ADLR), Alere Corp. (purchased by Inverness Medical), Anesta Corp. (NASDAQ: NSTA, purchased by Cephalon), Aspect Medical (NASDAQ: ASPM, purchased by Covidien), AudioLogic (purchased by Cirrus Logic), ChemGenics Pharmaceuticals (purchased by Millennium), Cytyc Corp. (NASDAQ: CYTC), EXACT Sciences (NASDAQ: EXAS), Interactive Supercomputing (acquired by Microsoft), Ontogeny (merged into Curis, NASDAQ: CRIS), PerSeptive Biosystems (NASDAQ: PBIO, purchased by Applera), Somatogen (NASDAQ: SMTG, purchased by Baxter), and VisEn Medical (acquired by PerkinElmer). He was also a founding investor in IDEXX Laboratories (NASDAQ: IDXX) and in TripAdvisor (purchased by InterActive Corp). Currently, Edwin is a Director of Flagship portfolio companies EcoSense Lighting, Oasys Water, Selecta Biosciences, TARIS Biomedical, Tarveda Therapeutics, TransMedics and Visterra, as well as on the Board of DataCore Software. Edwin also serves on the Board of Common Impact, a non-profit organization that connects skilled professionals from global corporations to local, high potential non-profits. Edwin has been a long-time Member of the Board of Directors of MassBio, a not-for-profit organization representing theMassachusetts biopharmaceutical industry and serves as a Member of Harvard Partners’ Innovation Advisory Board and The Johns Hopkins Medicine Alliance for Science and Technology Development.
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About Flagship Pioneering: Flagship Pioneering is a venture capital firm that invests in life sciences and healthcare companies.
Nicholas Lopardo
Chairman of the Board of Directors of Susquehanna International Group (SIG)
Lopardo has been Chairman and Chief Executive Officer of Susquehanna Capital Management Group, an investment holding company, since January 2002. Lopardo retired in December 2001 as Vice Chairman of State Street Bank and Trust Company and Chairman and Chief Executive Officer of State Street Global Advisors, the bank’s investment management group. Lopardo had been associated with State Street Bank and Trust Company since 1987, and previously held several executive level positions including Executive Vice President. Lopardo has over 38 years of experience in the pension industry, having served in a variety of roles with Equitable Life Assurance Society related to pension marketing, client relationships, and pension investment advisory services. Lopardo is a director of Myriad Entertainment and Resorts, Inc., and also serves as a director of several privately held companies. He served eight years as a member of the board of directors of Susquehanna University, holding the position of Chairman of that board in 2000 and 2001. He was also Chairman of the advisory board of the Weiss School of Business at Susquehanna University, and is Chairman Emeritus of the board and a lifetime trustee of the Landmark School, a premier secondary school for students with language-based learning disabilities. Lopardo is also a board member of Boston Partners in Education and USA Hockey Foundation. Lopardo received a Bachelor of Science degree in marketing and management from Susquehanna University. Lopardo has spent almost four decades working in positions of executive leadership within the financial services industry. His demonstrated acumen for business leadership on an international scale enables him to provide expert oversight of our senior management team in his roles as a member of our board and as Chair of the compensation and benefits committee of our board. Additionally, Lopardo utilizes the skill and experience that he has developed in corporate financial matters as a member of the finance committee of our board.
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About Susquehanna International Group (SIG): SIG is a global quantitative trading firm committing its own capital to trade financial products around the world.
Peter Brooke
Chairman of Advent International
Founder and Former CEO of Advent International and TA Associates Mr. Brooke has over 40 years of banking and venture capital experience in the US, Europe, Asia and other international markets. He founded also Advent International in 1984 in the management of international private equity investment programs. In addition to serving as CEO of Advent for 11 years, he helped establish numerous affiliated venture capital and private equity firms in Europe, Asia, Latin America and Israel. Prior to forming Advent, Mr. Brooke was the managing partner of TA Associates, a venture capital firm he founded in 1968. Today TA is one of the largest private equity firms in the US. Mr. Brooke is a member of the Private Equity Hall of Fame and recipient of the National Venture Capital Association’s Lifetime Achievement in Venture Capital Award and Harvard Business School’s Alumni Achievement Award. He is also a Fellow of the American Academy of Arts and Science. The Boston Business Journal named him one of Greater Boston’s 100 most influential business people of the 20th century. Mr. Brooke is a graduate of Harvard College and Harvard Business School.
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About Advent International, TA Associates: Advent International is a global private equity firm that invests in the business and financial services.
David Bonderman
Chairman and Founding Partner of TPG
David Bonderman is a founding partner of TPG. TPG generally makes significant investments in operating companies through acquisitions and restructurings across a broad range of industries throughout the United States, Europe, and Asia. TPG and its affiliates have more than $45 billion of capital under management. Portfolio companies controlled by TPG have combined revenues of over $85 billion, operate in more than 130 countries and employ approximately 400,000 people. Among the portfolio companies of TPG are: Burger King; PETCO; Debenhams; Shenzhen Development Bank; Avaya; Harrah’s Entertainment, Energy Future Holdings (TXU); Neiman Marcus; and Univision. Prior to forming TPG in 1992, Mr. Bonderman was Chief Operating Officer of the Robert M. Bass Group, Inc. (now doing business as Keystone Group, L.P.) in Fort Worth, Texas. Prior to joining RMBG in 1983, Mr. Bonderman was a partner in the law firm of Arnold & Porter in Washington, DC, where he specialized in corporate, securities, bankruptcy, and antitrust litigation. From 1969 to 1970, Mr. Bonderman was a Fellow in Foreign and Comparative Law in conjunction with Harvard University, and from 1968 to 1969, he was Special Assistant to the US Attorney General in the Civil Rights Division. From 1967 to 1968, Mr. Bonderman was Assistant Professor at Tulane University Law School in New Orleans. Mr. Bonderman graduated magna cum laude from Harvard Law School in 1966. He was a member of the Harvard Law Review and a Sheldon Fellow. He is a 1963 graduate of the University of Washington in Seattle. Mr. Bonderman serves on the Boards of the following public companies: Armstrong Worldwide Industries, Inc., CoStar Group, Inc., and Ryanair Holdings, plc, of which he is Chairman. He also serves on the Boards of The Wilderness Society, the Grand Canyon Trust, The University of Washington Foundation, and the American Himalayan Foundation.
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About TPG, TPG Capital Asia: TPG is a private investment firm that manages capital across a family of funds.
Alfred Kelly
Chairman & Chief Executive Officer of Visa
Alfred F. Kelly, Jr. was the President and Chief Executive Officer of the 2014 NY/NJ Super Bowl Host Company, the entity created to raise funds for and host Super Bowl XLVIII, from April 2011 to August 2014. Previously, Alfred Kelly held senior positions at the American Express Company, a global financial services company, for 23 years, including serving as President from July 2007 to April 2010, Group President, Consumer, Small Business and Merchant Services from June 2005 to July 2007, and Group President, U.S. Consumer and Small Business Services from June 2000 to June 2005. Prior to joining American Express, Alfred Kelly was the head of information systems at the White House from 1985 to 1987. Mr. Kelly also held various positions in information systems and financial planning at PepsiCo Inc. from 1981 to 1985. Alfred Kelly currently serves on the board of directors of MetLife Inc, and previously was a director of Affinion Group.
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About NY / NJ Super Bowl, Visa: Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.
Roland Pinto
Chairman and Chief Executive Officer of Meiya Group Global Corporation
Roland is a serial entrepreneur with a passion for aviation, technology, economics, and anything strategic. He has a love for Asia and the treats that come along with the geography. His true passion is developing and growing businesses and supporting teams of awesome employees to deliver superlative products and services to the demands of stakeholders, and customers. He has been a pilot for over 26 years and enjoys all things aerospace.
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About Meiya Group Global Corporation: Meiya Group is an aerospace investment management holding company with aviation assets throughout North America and Asia.
Alan D. Schwartz
Executive Chairman of Guggenheim Partners
Mr. Schwartz is Executive Chairman of Guggenheim Partners and serves on the Firm’s Executive and Management committees. He is the former CEO of The Bear Stearns Companies. During his career with Bear Stearns, he served as President and Chief Operating Officer, as Executive Vice President and Co-Head of Investment Banking and in other financial management positions.
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About Guggenheim Partners: Guggenheim Partners is a diversified financial services firm, offers investment management and banking, and insurance services.
William Guttman
Chairman of Axioma
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About Acrobatiq, Axioma, Axioma, ClassWallet, Express KCS, Express KCS, Panopto, Saturn Partners, Tennessee Community Ventures, TL Ventures, Trunomi, US Liner Company: Axioma provides enterprise risk management, portfolio management, and regulatory reporting solutions to financial institutions worldwide.
Robert Peck
Chairman of Global Internet Investment Banking of Barclays
Robert is a Managing Director at Sun Trust, where he runs Internet equity research. Robert’s involvement in the Internet sector and its assortment of technologies and services dates back to the advent of this disruptive sector. Robert has been a top-ranked industry analyst and a recognized thought leader throughout this time. Robert discovered his passion for finance and technology concurrently, starting his career in 1992 as an analyst for Merrill Lynch in the Investment Banking technology department. Seeing the changes taking place in technology, media, social interactions, and commerce, awakened his perspective of the confluent opportunity space that was beginning to emerge. Subsequently he set out to hone his skills to focus on this burgeoning sector. Robert left Merrill Lynch in 1995 to augment his finance skills at Columbia Business School, where he received his MBA with a concentration in Finance in 1997. Upon graduation, he joined the Lehman Brothers equity research department as a junior analyst, covering several technology and media companies. His tenacious interest in the industry led to his promotion to Senior Analyst, with his own coverage universe, in only 18 months. In 2000, Bear Stearns recruited Robert from Lehman to augment the Technology, Media, and Telecom research team. While Robert started primarily on traditional technology companies, he soon added a wide assortment of Internet companies to his coverage universe. It was here that he discovered the greatest concentration of emerging models and was inspired by the opportunities rapidly arising. Robert became an Institutional Investor-ranked analyst from 2003 until he left the sell-side in 2008, and was ranked as one of The Wall Street Journal’s “Best on the Street.” Robert joined Baron Capital, a $20 billion mutual fund company, in 2008. At Baron he led Internet research and also covered other technology and media companies. This deeper exposure gave Robert an even keener sense of the disruption and innovation opportunities on the horizon. In 2011, Robert founded Quasar Capital Advisors, where he provided strategic and funding advice to multiple technology companies. Most recently, Quasar merged into CoRise, where Robert focuses on clients in the confluent opportunity space. Robert has made multiple appearances on CNBC, and has been frequently quoted in The Wall Street Journal, The New York Times, and industry publications. He has also met with and interviewed leading technology CEOs, including Eric Schmidt and others. Robert has earned a Chartered Financial Analyst (CFA) designation, and is a member of the NY Society of Security Analysts. He resides in Connecticut with his wife and children.
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About Barclays: Barclays is a global financial services company that provides various financial products and services worldwide.
James H. Herbert
Chairman and CEO of First Republic Bank
Herbert founded First Republic Bank as CEO in 1985. Previously, he was the Founder, President, Chief Executive Officer and a director of San Francisco Bancorp from 1980-1985. Mr. Herbert currently serves as the Federal Reserve Bank of San Francisco’s Twelfth District member for the Federal Advisory Council and holds board/trustee positions with Babson College; the San Francisco Ballet Association (Chair and Co-Chair, 2002-2008); Lincoln Center for the Performing Arts, New York; and The BASIC Fund. B.S., 1966, Babson College; M.B.A., 1969, New York University; Harvard Business School CEO Presidents’ Seminar Graduate.
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About First Republic Bank: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
Mark F. O’Neil
Chairman, President and Chief Executive Officer of Dealertrack
Mark F. O’Neil is Chief Operating Officer of Cox Automotive, a position he has held since March 2016. Previously he served as Chief Executive Officer of Dealertrack, a position he had held since May 2005. From August 2001 to May 2005, he was Chief Executive Officer and President of Dealertrack. O’Neil began his career at Intel Corporation, where he first developed his knowledge of the technology industry. He subsequently worked for McKinsey & Co. before moving to the automotive industry in the late 1980s, where he was President of Ertley MotorWorld, a dealer group based in Pennsylvania. O’Neil went on to co-found and lead the development and rollout of CarMax, Inc. He was President and Chief Operating Officer of Greenlight.com, an online automotive sales website, from June 2000 through January 2001. He currently serves as a Director of DealerTire LLC, a privately held company. O’Neil holds a B.S. in Industrial Engineering from Worcester Polytechnic Institute and an MBA from Harvard Business School.
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About Dealertrack: DealerTrack is a provider of on-demand software for the automotive industry in the United States.
Al Gore
Chairman of Generation Investment Management
Former Vice President Al Gore is co-founder and chairman of Generation Investment Management, a partnership that is focused on a new approach to sustainable investing. He is also co-founder and chairman of Current TV, an Emmy Award-winning, independent cable and satellite television news and information network based on viewer-created content and citizen journalism. In addition, Gore joined Kleiner Perkins Caufield & Byers in 2007, and is a member of the board of directors of Apple and senior adviser to Google. Gore spends the majority of his time as chairman of The Climate Reality Project, a non-profit focused on solutions to the climate crisis. Gore was elected to the U.S. House of Representatives in 1976, 1978, 1980 and 1982 and the U.S. Senate in 1984 and 1990. He was inaugurated as the forty-fifth Vice President of the United States on January 20, 1993, and served eight years. During the Administration, Gore was a central member of President Clinton’s economic team. He served as President of the Senate, a Cabinet member, a member of the National Security Council and as the leader of a wide range of Administration initiatives. He is the author of the bestsellers Earth in the Balance, An Inconvenient Truth, The Assault on Reason, and Our Choice: A Plan to Solve the Climate Crisis. He is the subject of an Oscar-winning documentary and is the co-recipient, with the Intergovernmental Panel on Climate Change, of the 2007 Nobel Peace Prize for informing the world of the dangers posed by climate change.
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About Climate Reality Project, Current Media, Generation Investment Management, Kleiner Perkins, Metropolitan West Financial, Middle Tennessee State University: Generation Investment Management is a private equity firm focused on integrated sustainability research and client alignment.
Dave Johnson
Chairman of Glilot Capital Partners
David Johnson is the Chairman of Glilot’s Board of experts. Mr. Johnson joined Glilot while acting as an advisor across all of Blackstone’s investments group. He joined Blackstone in 2013 and is based in New York. In his brief time at Blackstone, Mr. Johnson has already initiated a number of major M&A deals including the 2014 acquisition of Accuvant, an information and security solutions provider. Under Mr. Johnson’s leadership, Accuvant merged with FishNet to create Optiv, the largest private cyber security company in the world, with annual revenues approaching $2B.
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About Glilot Capital Partners: Glilot Capital is a seed and early-stage venture fund that invests in artificial intelligence, cybersecurity, and big data companies.
Walter Kortschak
Executive Chairman & CIO of SignalFire
Technology venture investor spanning seed to growth.
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About Kortschak Investments L.P., McAfee, SignalFire: SignalFire is a venture capital firm that invests in seed stage companies and breakout companies.
Dean Jernigan
Chairman and Chief Executive Officer of Jernigan Capital
Dean Jernigan has more than 30 years of experience in the self storage industry. After retiring from the role of CEO of CubeSmart (NYSE:CUBE) in 2013, he founded Jernigan Capital as the only direct lender focused exclusively on the self storage industry. His experience in the self storage industry spans more than 30 years. He began his tenure in the industry in 1984 when he founded Storage USA, a company he took public in 1994. He grew Storage USA from a single property to more than 570 properties at its peak. During its life as a public company and under his leadership as Chairman and CEO, the company returned a 17.5% compounded annual return to its investors. Following the sale of the company to GE Capital, he formed Jernigan Property Group which assembled a portfolio of 17 properties in a short 18 months seizing upon the opportunity of a short acquisition cycle that presented itself. In 2006, Jernigan accepted the challenge of rebuilding and rebranding U-Store-It which became CubeSmart. During his tenure as CEO, the company’s market capitalization more than doubled from approximately $2B to more than $4B. With extensive experience and knowledge in more than 100 US markets as a developer, owner and manager of self storage facilities, Dean has earned his reputation as an industry innovator, leader and icon.
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About Jernigan Capital: Jernigan Capital is a commercial real estate finance company.
Carl Icahn
Chairman and Founder of Icahn Enterprises
Carl Icahn is best known as an activist investor. He buys large stakes in companies in an attempt to gain seats on the board of directors and increase shareholder value. Some of his more recent moves involved [Yahoo](/organization/yahoo), [Take-Two Interactive](/organization/take-two-interactive-software), [Motorola](/organization/motorola), [Blockbuster](/organization/blockbuster-2) and [Time Warner](/organization/timewarner).
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About Apple, Icahn Enterprises: Icahn Enterprises L.P. (NASDAQ: IEP), a master limited partnership, is a diversified holding company engaged in nine primary business.
Chris Hameetman
Chairman Emeritus of Tech Coast Angels
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About Blue Bottle Coffee, DFJ Growth, Green Dot, Korner, LVMH, Preact, Rainforest.LA, Somabar, Tech Coast Angels, Tech Coast Angels, Tech Coast Angels Los Angeles, TradeYa: Invests in high-growth start-up’s headquartered in Southern California
Grant Van Cleve
Chairman Emeritus of Tech Coast Angels
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About H75 Venture Studio, Tech Coast Angels: Invests in high-growth start-up’s headquartered in Southern California
Don Gogel
Chairman, President and CEO of CD&R LLP
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About CD&R LLP: Clayton, Dubilier & Rice is a global private equity manager that invests in and builds valuable businesses.
Kevin J. Conway
Vice Chairman of CD&R LLP
Conway is vice chairman of CD&R and the chairman of the Firm’s Investment Committee, which evaluates all potential new investments. He served as managing partner of CD&R from 2004 to 2015. Throughout his 25 years at the Firm, Conway has been active in many of the Firm’s investments and organizational initiatives and works closely with the CEO on all aspects of the Firm’s operations. Previously, Conway was a senior member of the mergers and acquisitions department of Goldman Sachs & Co. and later, chief of staff of the investment banking division.
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About CD&R LLP: Clayton, Dubilier & Rice is a global private equity manager that invests in and builds valuable businesses.
Joseph Mansueto
Executive Chairman of Morningstar
Joe Mansueto founded Morningstar in 1984. He has served as chairman since the company’s inception and as chief executive officer from 1984 to 1996 and again from 2000 to present. Under Mansueto’s leadership, Morningstar has been named twice to Fortune magazine’s “100 Best Companies to Work For” list, in 2011 and 2012. The Chicago Tribune recognized Morningstar as one of the top 100 workplaces in the Chicago area in 2010, 2011, and 2012, and Crain’s Chicago Business listed Morningstar in its Fast Fifty feature in 2007, 2008, 2009, and 2011. Morningstar won the 2010 AIGA Chicago Chapter Corporate Design Leadership Award, which recognizes forward-thinking organizations that have advanced design by promoting it as a meaningful business policy. Mansueto was the recipient of the PLANSPONSOR Lifetime Achievement Award in 2013. In 2010, Mansueto received the Tiburon CEO Summit award, MutualFundWire.com named him ninth on its list of the 100 Most Influential People of the year, and Chicago magazine listed Mansueto among its top 40 Chicago pioneers over the past four decades. In 2007, SmartMoney magazine recognized Mansueto in the “SmartMoney Power 30,” its annual list of the 30 most powerful forces in business and finance. He received the Distinguished Entrepreneurial Alumnus Award from the University of Chicago Booth School of Business in 2000
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About Advanced Sales and Marketing Corporation, Mansueto Ventures, Morningstar, Morningstar: Morningstar provides independent investment research to investors worldwide.
James T. Morris
Chairman, President & Chief Executive Officer of Pacific Life
Mr. Morris is chairman, president and chief executive officer of Pacific Life Insurance Company, and its parent companies Pacific Mutual Holding Company and Pacific LifeCorp. He is only the 14th chief executive officer in the company’s 145-year history. Mr. Morris was a summer actuarial student from 1981 to 1982 with Transamerica Occidental prior to joining Pacific Life in 1982 as assistant actuary, Special Marketing. He progressed through a series of management positions within the Life Insurance Division and was elected senior vice president, M-Operations in 1996. He was responsible for business relations with M Financial Group, a leading life insurance producer group that designs and markets individual life insurance products to the upscale market in collaboration with Pacific Life. In 2002, he was promoted to executive vice president, heading up the Life Insurance Division of Pacific Life. In April 2005, Mr. Morris was promoted to executive vice president and chief insurance officer. His role was expanded to include the Annuities & Mutual Funds Division and Pacific Select Group, in addition to the Life Insurance Division. Mr. Morris was promoted to chief operating officer in January 2006. On April 2, 2007, Mr. Morris became Pacific Life’s president and chief executive officer.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Jonathan D. Rosen
Founder, Chairman & CEO of Entaire Global Companies
Mr. Rosen is an entrepreneur, wealth planning professional, and CEO of Entaire Global Companies, Inc., a privately-held, diversified financial services holding company. Mr. Rosen is the lead developer and co-inventor for 3 patents in the area of Leveraged Planning® and most recently joined the Board of Algaeon Inc., an Indianapolis-based biotech company that has developed a breakthrough patented industrial scale microalgae cultivation technology. In 2009, he formed and funded the JDRosen Family Foundation, a 501(c)3 dedicated to improving the financial habits of children and adults by changing mindsets about the importance of saving, investing, and wealth creation. He serves on the Board of Directors of the Georgia Council on Economic Education. Mr. Rosen began his career as a healthcare management professional and has extensive experience in physician practice management at the corporate level. He was the founder and CEO of EVI Medical Management Systems, a firm that provided consulting services to physician’s practices. In this capacity, he managed multiple practice organizations, delivering a myriad of physician practice management services. Mr. Rosen holds a bachelor’s degree in Economics from the Wharton School of Finance and Commerce of the University of Pennsylvania and attended Emory Law School. His areas of academic concentration and research have included insurance, risk management and healthcare management.
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About Entaire Global Companies: Entaire Global Companies, Inc. is a diversified financial services holding company
Martin Chavez
Partner and Vice Chairman of Sixth Street
Marty Chavez is executive vice president and chief financial officer of The Goldman Sachs Group, Inc. He is a member of the Management Committee, Firmwide Capital Committee, Firmwide Risk Committee and Steering Committee on Regulatory Reform. Marty is also a member of the Firmwide Hispanic/Latino Network and the Lesbian, Gay, Bisexual and Transgender Network. Marty first joined Goldman Sachs in 1993 in the J. Aron Currency and Commodities Division, where he was a senior energy strat until 1997. He returned to the firm as a managing director in Investment Banking Division Strats in 2005, becoming global co-head of Securities Division Strats and then global co-chief operating officer of the Equities Franchise. Prior to assuming his current role, Marty was chief information officer, responsible for the Technology Division and jointly responsible with divisional leadership for the firm’s global strategists. He was named partner in 2006. Prior to first joining the firm, Marty was co-founder and chief technology officer of Quorum Software Systems from 1989 to 1993. From 1997 to 2000, he was global head of energy derivatives at Credit Suisse Financial Products. In 2000, Marty co-founded Kiodex, Inc. and was chairman and chief executive officer until 2004. Marty serves on the Harvard Board of Overseers and is a Fellow of the New York Academy of Medicine. Marty earned a PhD in Medical Information Sciences from Stanford University in 1990, an SM in Computer Science from Harvard University in 1985, and an AB, magna cum laude, in Biochemical Sciences from Harvard College in 1985.
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About Banco Santander, Goldman Sachs, Sixth Street: Sixth Street is a global investors developing themes and offering solutions to companies across all stages of growth.
John Fanning
Founding Chairman & CEO of Netcapital
John Fanning is the Founding Chairman & CEO at NetCapital .
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About Napster, Netcapital: Netcapital enables investors to invest in entrepreneurs seeking to raise capital using technology.
Ronald Fisher
Vice Chairman of SoftBank Group
Ron joined SoftBank in 1995, overseeing its U.S. operations and its other activities outside of Asia, and was the founder of SoftBank Capital. He is currently Director and President of SoftBank Holdings, Inc. and also serves as a member of the board of directors of SoftBank Corp., Japan. Ron has over 30 years of experience of working with high growth and turnaround technology companies. Prior to joining SoftBank, Ron was the CEO of Phoenix Technologies Ltd., the leading developer and marketer of system software products for personal computers, from 1990 to 1995. Ron joined Phoenix from Interactive Systems Corporation, a UNIX software company that was purchased by the Eastman Kodak Company in 1988. At Interactive Systems he served for five years as President, initially as COO and then CEO. Ron’s experience prior to Interactive Systems includes senior executive positions at Visicorp, TRW, and ICL (USA). Ron serves on the boards of several public and private companies, including Cloud Engines (Pogoplug), Desktone, E*Trade Group, LiteScape Technologies, Nellymoser and Swirl. Ron previously served on the board of GSI Commerce (sold to eBay in 2011). Ron earned an MBA from Columbia University, New York, and a Bachelor of Commerce from the University of Witwatersrand in South Africa.
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About SoftBank, SoftBank Group, SoftBank Vision Fund: SoftBank Group is a holding company focused on artificial intelligence and other emerging technologies.
Tim Armour
Chairman and Chief Executive Officer of Capital Group
Timothy D. Armour is chairman of Capital Group Companies, chairman and principal executive officer of Capital Research and Management Company, Inc., part of Capital Group, and chairman of the Capital Group Companies Management Committee. He is also an equity portfolio manager. Tim has 32 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, he covered global telecommunications and U.S. service companies. Tim began his career at Capital as a participant in The Associates Program. He holds a bachelor’s degree in economics from Middlebury College. Tim is based in Los Angeles.
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About Capital Group: Founded in 1931, Capital Group provides investment management services for long-term investors and is a private equity firm.
Robert Cauley
Chairman of the Board, Chief Executive Officer and Secretary of Bimini Capital Management
Robert E. Cauley, CFA is one of the Company’s founders and has been a director of the Company since its inception in 2003. He currently serves as Chairman of the Board, Chief Executive Officer and Secretary of Bimini Capital Management, Inc. Prior to joining the Company, he was previously Vice President, Portfolio Manager, at Federated Investment Management Company in Pittsburgh, Pennsylvania where from 1996 until September 2003 he was also a Lead Portfolio Manager, Co-Manager, or Assistant Portfolio Manager of $4.25 billion (base capital, unlevered amount) in mortgage and asset-backed securities funds. From 1994 to 1996, he was an associate at Lehman Brothers in the asset-backed structuring group. From 1992 to 1994, he was a Credit Analyst in the highly levered firms group and the aerospace group at Barclay’s Bank. Mr. Cauley has invested in, researched, or structured almost every type of mortgage-backed security. Mr. Cauley, who is a CFA and a CPA, received his MBA in Finance and Economics from Carnegie Mellon University and his BA in Accounting from California State University, Fullerton. Mr. Cauley served in the United States Marine Corps for four years
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About : Bimini Capital Management is a real estate investment trust
Tom Villante
Chairman, CEO & Co-Founder of YapStone
Tom co-founded YapStone, Inc. in 1999 and serves as its Chairman of the Board. Villante served as the Chief Executive Officer of YapStone, Inc. He served as a Partner of The Seidler Company (“TSC”), a leveraged buyout firm in Los Angeles.
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About YapStone: YapStone is a global provider of online and mobile payment solutions for global marketplaces and large vertical markets.
Joseph R. Perella
Chairman and Founding Partner of Perella Weinberg Partners
Joseph Perella is a Founding Partner and Chairman of Perella Weinberg Partners. He served as Chief Executive Officer from formation in 2006 to June 2014. Prior to founding Perella Weinberg Partners, Mr. Perella was a member of Morgan Stanley’s Management Committee and held several senior positions at Morgan Stanley, including Vice Chairman, Chairman of Institutional Securities and Investment Banking, and Worldwide Head of the Investment Banking Division. In 1988, Mr. Perella co-founded Wasserstein Perella & Co., Inc. and was Chairman of the Board until September 1993. From 1972 to 1988, Mr. Perella held senior positions at First Boston and was the founder of its Mergers & Acquisitions Group. Mr. Perella’s investment banking experience of more than 40 years includes strategic assignments for leading companies in virtually every industry and region of the world. Mr. Perella received a Bachelor of Science in Accounting from Lehigh University and a Masters in Business Administration from Harvard Business School. He is a Director of the American Italian Cancer Foundation, The Atlantic Salmon Federation, Boys & Girls Harbor, Inc., Foundation for Italian Art and Culture, Lincoln Center for the Performing Arts, Inc., Japan Society, and the Italy and the Holocaust Foundation. He is a Trustee of Lehigh University and the Intrepid Fallen Heroes Fund, an Advisory Director of the Board of the Metropolitan Opera Association, and a member of the Director’s Advisory Board for Yale Cancer Center. He is also a member of the Council on Foreign Relations, The Brookings Institute and is a former member of the Business Roundtable.
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About Perella Weinberg Partners: Perella Weinberg Partners is a privately-owned financial services firm that provides corporate advisory and asset management services.
Phillip Peikos
Chairman and CEO of APEX Capital
Phillip Peikos is the Chairman and CEO of Apex Capital Group, an investment management firm based out of Westlake Village, California.
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About APEX Capital: APEX Capital is an equity investment fund.
Lip-Bu Tan
Founder, Chairman of Walden International
Lip-Bu Tan is Chairman and Founder of Walden International and has been active in the venture capital industry for the past two decades. Additionally, he introduced and pioneered the U.S. venture capital concept in Asia and contributed towards the promotion of early-stage technology investing in the Asia-Pacific region. Prior to WI, he was Vice President at Chappell & Co. and held management positions at EDS Nuclear and ECHO Energy. Mr. Tan concurrently serves as President and Chief Executive Officer of Cadence Design Systems, Inc. and has been a member of the Cadence Board of Directors since 2004. He is also a board member of Flextronics (NASDAQ: FLEX), SINA (NASDAQ: SINA), SMIC (NYSE:SMI / HKSE:981), a member of the VC Advisory Board of Global Semiconductor Alliance (GSA), serves on the College of Engineering Advisory Board at University of California Berkeley, the School of Engineering Dean’s Council at Carnegie Mellon University (CMU), the School of Engineering Dean’s Advisory Board and the Visiting Committee for the Department of Electrical Engineering and Computer Science at the Massachusetts Institute of Technology (MIT), a trustee of Nanyang Technological University in Singapore, and a member of the Committee of 100. He also served as a member of the Board of Trustees of the University of San Francisco for 9 years.He holds a B.S. in Physics from Nanyang University in Singapore, an M.S. in Nuclear Engineering from Massachusetts Institute of Technology, and an M.B.A. from the University of San Francisco.
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About Cadence Design Systems, Celesta Capital, Innovium, Walden International: Walden International is a venture capital firm.
Thomas G. Messina
Chairman of MKM Partners
MKM Partners LLC was founded in 2002 by Thomas G. Messina to provide a service and detail-oriented trading and research organization focused on becoming an extension of their clients’ trading and research efforts. Prior to founding MKM, Mr. Messina was the Executive Vice President of Institutional Sales and Trading at A.B. Watley. He founded the Institutional Trading Operation at A.B. Watley in 1995. From 1988 through 1995, Mr. Messina gained experience in Institutional Sales and Trading at firms including Cantor Fitzgerald, Weeden & Co., LP and Mabon Securities. Mr. Messina uses his almost 20 years of experience to service the clients of MKM as the Head of Sales and Trading.
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About MKM Partners: MKM Partners is an institutional equity research, sales and trading firm.
Jon Stein
Founder and Chairman of the Board of Betterment
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About Betterment: Betterment is an online investment company that offers investing and retirement solutions for their current clients and clients-to-be.
Cameron Teitelman
Founder, Chairman, and head of admissions and oversee investment vehicles of StartX (Stanford-StartX Fund)
Cameron Teitelman is the Founder and Chairman of StartX, a 501 (c)(3) nonprofit that runs an accelerator for Stanford affiliated entrepreneurs. Under his management, StartX has supported more than 1,100+ founders building 500+ companies. StartX companies have raised over $3.3B to date. In 2013, the Stanford-StartX Fund was launched. To date, SSF has invested in 250 StartX companies across 400+ rounds, investing $130 million in capital.
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About StartX (Stanford-StartX Fund): StartX is an educational non-profit that helps Stanford’s top entrepreneurs.
Levi King
Founder & Executive Chairman of Nav
Levi King is the Co-Founder and Executive Chairman of Nav. Raised on a farm in rural Idaho, King is a self-taught, serial entrepreneur who has started businesses in the manufacturing, franchising and retail financing spaces (and invested in many more). During this time, he had to work to overcome the same issues faced by most small business owners – access to capital, financing, and marketplace credibility. After getting a handle on how business credit works, Levi was able to get business loans and financing more than 30 times. Prior to starting Nav, he co-founded Lendio, a business financing marketplace that links commercial lenders and small business owners. While at Lendio, Levi saw too many applicants get denied for financing or only get approved for financing they couldn’t afford. He realized someone needed to help business owners become better-qualified applicants, which led him to start Nav. Levi’s has regular columns in Inc., Entrepreneur and Forbes, and has been quoted in numerous new interviews on small business, credit, lending and fintech.
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About Cake Technologies, Lendio, Nav: Nav bridges the gap between SMB and financial institutions by bringing transparency, certainty, and efficiency to B2B credit and financing.
Paul Manning
President,Chairman & Chief Executive Officer of PBM Capital Group
Paul B. Manning has served as the chairman of our board of directors since December 2017 and as a member of our board of directors since December 2015. Mr. Manning is the Chairman and Chief Executive Officer of PBM Capital Group, LLC, a private equity investment firm in the business of investing in healthcare and life-science related companies, which he founded in 2010. Prior to that, Mr. Manning founded PBM Products in 1997, a producer of infant formula and baby food, which was sold to Perrigo Corporation in 2010. Mr. Manning is a director of Dova Pharmaceuticals, Inc., a publicly traded pharmaceutical company, as well as various private companies. Mr. Manning was previously on the board of directors of Perrigo Corporation, Concordia Healthcare Corp. and AveXis, Inc. Mr. Manning received a B.S. in microbiology from the University of Massachusetts.
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About PBM Capital Group: PBM Capital Group is a private investment firm primarily focused on healthcare investments.
Khaled bin Alwaleed
Founding Chairman of KBW Investments
As a figure of business, technology enthusiast, investor, and promoter of entrepreneurship, HRH Prince Khaled bin Alwaleed bin Talal Al Saud, founder and Chief Executive Officer of KBW Ventures, is a firm supporter of clean energy, the humane treatment of animals, and a vocal supporter of the private sector in the Middle East. A member of the Saudi Arabian Royal Family, Prince Khaled was born in Stanford and spent his youth in Riyadh under the mentorship of his father, philanthropist HRH Prince Alwaleed bin Talal Al Saud, Chairman of Kingdom Holding Company. He is also the Founding Chairman of KBW Investments and serves across several boards. He invests in an array of successful but diverse global businesses – from promising technology startups to established companies. Today, with holdings on three continents, Prince Khaled stands at the gateway between the Middle East’s evolving economies and the Western world. Consistently, Prince Khaled’s focus is on ventures and ideas at the intersection of innovation and economic growth.
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About KBW Investments, KBW Ventures: KBW invests in a diverse array of businesses from established businesses in the construction industry to promising technology start-ups
Angelo Moratti
Chairman and CEO of Angel Capital Management
Angelo Moratti studied at Columbia University in New York City. He is currently Vice-Chairman of Saras SpA, the largest refinery company in the Mediterranean. He is Vice-Chairman and member of the Executive Committee of Special Olympics International. Founder and former Chairman of Sarlux – a company that built and managed an electrical power station with capacity of 550 MW (1996/2002). He was member of the Board of Inter Milan Football Club from 1995 to 2013 and Board Member of Olimpia Milano basketball club sponsored by Armani Jeans (2003/2008). He was Chairman of Associazione Dino Ferrari, which focuses on research for neurological diseases (2000/2005). He has been involved in Venture Capital investing since 1996, when he founded telecom company ePlanet which went public in 2000.
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About Angel Capital Management: Angel Capital Management is a leading private investment firm.
Jeffrey Keswin
Founder, Chairman, and Managing Partner of Lytical Ventures
Jeffrey Keswin co-founded Lyrical Asset Management and serves as the firm’s Managing Partner. Mr. Keswin also founded and serves as Managing Partner of Lyrical Partners, L.P., which, with affiliates, invests in and manages private equity, real estate, traditional equity, and hedge funds. Previously, he co‐founded and served as co-President of Greenlight Capital, Inc. Mr. Keswin worked as an associate at Siegler, Collery & Co. and as an analyst at Bear, Stearns & Co., Inc. He graduated summa cum laude from the University of Pennsylvania’s Management & Technology Program, earning both a Bachelor of Science from the Wharton School and a Bachelor of Applied Science from the School of Engineering.
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About Lytical Ventures: Lytical Ventures is an venture fund based in New York.
Adrian Dillon
Chairman of the Board of Directors & Member of the Board of Directors of WNS (Holdings) Ltd
Adrian Dillon Dillon serves as Chairman of the Board of WNS (Holdings) Ltd. He is currently a Member of the Board of Directors and Chair of the Audit and Finance Committees of Williams-Sonoma, Inc, a specialty retailer of high-quality home products. He is also currently a Member of the Board of Directors and Chair of the Audit Committee of Wonga.com, an Internet banking company. He was a Member of the Board and Chair of the Audit Committee at NDS, a leading global provider of end-to-end software solutions to the pay-television industry when the company was acquired by Cisco in 2012. During his career, he held key finance roles, including Chief Financial and Administrative Officer at Skype Ltd. and EVP, Finance and Administration and CFO of Agilent Technologies. He was a past Chairman and Member of The Conference Board Council of Financial Executives. Adrian Dillon graduated in Economics from Amherst College.
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About : WNS (Holdings) Limited (NYSE: WNS), is a leading global business process outsourcing company.
Ronald Weissman
Software Industry Group and Chairman of Band of Angels
Ronald Weissman has more than 25 years of technology management experience and has worked with more than 40 venture-backed companies. He has also served on 20 technology company boards. As an investor and advisor, Ronald’s primary focus is on software, particularly analytic applications and infrastructure. Currently, he manages investments in Apax’s venture portfolio, where he is on the board of Centerbeam, Composite Software, and Silicon Optix. He is also a board observer for Nanomix and Peregrine Semiconductor. In addition to current Apax directorships, Ronald has served as an advisor, observer, or director for many Apax portfolio companies and as acting VP of marketing for several Apax companies, including Composite and BlueArc. In addition, he has served as an advisor, observer, or director for many Apax portfolio companies, including BlueArc, Bristol Technologies (sold to HP), Confluent Software (sold to Oblix/Oracle), Global Factory, HAL Knowledge Systems, Icarian (sold to Workstream), INEA (sold to Cartesis/Business Objects/SAP), Lexiquest (sold to SPSS), Mesh Networks (sold to Motorola), Milcom Technologies, Pictage, Planview, Plexus Online, Preventsys, Promethean, Solid Information Technologies (sold to IBM), Sonim Technologies, Sysis, Tideway and Visalign (sold to CDC). He has also served as acting VP of marketing for several Apax companies including Composite and BlueArc.
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About Band of Angels, Centerbeam, Inc., Chiliad, Composite Software, Solid Information Technology, Verity Inc.: Band of Angels is an investment firm that offers financial and advisory services to start-up companies.
David Long
Chairman of the Board of Directors of Liberty Mutual Insurance
David Long is Chairman and Chief Executive Officer of Liberty Mutual Insurance Group. He was elected President in June 2010, became Chief Executive Officer in June 2011, and was elected Chairman in June 2013. Long has been a member of the Board of Directors of Liberty Mutual since 2010. Long began his career at Liberty Mutual in 1985, and he has held positions of increasing responsibility in the company’s International Operations, Commercial Markets, Underwriting and Financial, and Mergers and Acquisitions.
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About Liberty Mutual Insurance, Liberty Mutual Insurance: Liberty Mutual Insurance provides a broad range of insurance products and services.
Gilles Gade
Founder, Chief Executive Officer, Chairman of Cross River Bank
Gilles Gade is a founder of Cross River Bank (CRB) and has served as its Chairman, President and CEO since its inception in 2008. Gilles is steering CRB as an innovation-driven state-chartered bank and a provider of fully compliant financial solutions to the marketplace lending and payments sectors. Gilles possesses over 20 years of experience in investment banking and venture capital including Co-Founder and Managing Director of Chela Technology Partners and Chela Internet Ventures, a boutique investment bank and venture fund focusing on emerging technologies and telecommunications; technology investment banker at Barclays Capital; and FIG investment banker at Bear Stearns. Gilles started his career in 1990 at Citicorp Venture Capital. Gade graduated from the MBA Institute IMIP (Groupe IPESUP) in Paris with an MS in International Management.
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About Cross River Bank: Cross River is a financial institution that offers technology and banking services to consumers and businesses.
Johnny Williams
Vice Chairman of Bank of America Merrill Lynch
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About Bank of America Merrill Lynch: Bank of America Merrill Lynch is the corporate and investment banking division of Bank of America.
David Druley
Chairman and CEO of Cambridge Associates
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About Cambridge Associates: Cambridge Associates is a global investment firm serving endowments and foundations, pensions, healthcare systems, and private clients.
Charles D. Lake II
President, Aflac International; Chairman, Aflac Japan of Aflac
Charles Lake is president of Aflac International and chairman of Aflac Japan. Lake joined Aflac International in February 1999 and Aflac Japan in June 1999. He became deputy president in 2001, president in 2003, vice chairman in 2005 and chairman in 2008. In 2014, he also assumed the position of president, Aflac International. Before joining Aflac, Lake practiced law in Washington, D.C. He also served as director of Japan affairs and special counsel at the office of the U.S. Trade Representative in the Executive Office of the President. Lake currently serves as a director on the board of the Japan Exchange Group, Inc.; the Peterson Institute for International Economics; the Coalition of Service Industries; and the U.S.-Japan Business Council. He is also president emeritus of the American Chamber of Commerce in Japan (ACCJ). Lake received a Bachelor of Arts in Asian studies and political science from the University of Hawaii at Manoa and a Juris Doctor from the George Washington University School of Law.
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About Aflac: Aflac is a company that offers individuals and companies supplemental disability insurance.
Brendan Swords
Chairman and CEO of Wellington Management
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About Wellington Management: Wellington Management focuses on investment management by applying its full resources to meet the needs of institutional clients they serve.
Ezra Katz
CEO & Chairman of Aztec Group
As Chief Executive Officer and founder of Aztec Group, Inc., Ezra Katz has been described as Florida’s leading real estate dealmaker and financial engineer focusing on initiating innovative strategies for creating joint ventures and solving complex real estate transactions. Mr. Katz began his real estate career in 1971 after having graduated from Ohio State University with a Bachelor of Science degree in Industrial Engineering. After having spent three years in the residential construction business as a Construction Superintendent in Cleveland, Ohio, Mr. Katz joined US Realty Investments, a NYSE equity REIT, where he oversaw development, management and workouts of over 50 properties throughout the US and Puerto Rico. EK smaller sizeAfter liquidating the assets of US Realty Investments in 1980, Mr. Katz formed Aztec Group, Inc. in 1981 to provide commercial real estate and mortgage brokerage services for investment sales, mortgage financing and equity placement. Under his leadership, Aztec Group, Inc. became recognized as the premier real estate investment banking firm in Florida.
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About Aztec Group: Established in 1981 to serve real estate institutional and entrepreneurial clients, Aztec’s primary goals have always been To deliver
Justin Yoshimura
Founder, Chairman and CEO of CSC Generation
Justin Yoshimura is an entrepreneur and investor. He is currently the CEO of CSC Generation, backed by China Science & Merchants Investment Group (China’s 2nd largest PE fund), Khosla Ventures, Crosslink Capital, Maveron, and Quest Venture Partners. Prior to this, he was SVP at Merkle (acquired by Dentsu for ~$2B) via the acquisition of his company 500friends, a provider of SaaS loyalty marketing solutions backed by $12M+ from Crosslink Capital, Quest Venture Partners, Intel Capital, Silicon Valley Bank, and YCombinator. He is also the founder and General Partner of RGF, whose publicly announced investments include, Dropoff (seed), First Opinion (seed, former member of the BOD), Next Force Technology (seed), Gigster (seed) Witlee (seed), Dave (seed), Macro Ventures (seed), Imperfect Produce (seed), Firebase (seed – acquired by GOOG), Zencoder (seed – acquired by BCOV), ifeelgoods (seed), Ownlocal (seed), Bounce Exchange (seed, co-lead Series A), Bright Funnel (seed), Mux (seed), BigFinite (seed). Justin began his career when he dropped out of high school to found his first company, which was acquired when he was 19, after exceeding $10M in revenues. Besides entrepreneurship, Justin is passionate about animals, especially dogs, most but not all cats, dolphins, and sea turtles.
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About CSC Generation, ice, One Kings Lane, Sur La Table, San Francisco, Z Gallerie: CSC Generation develops a proprietary technology platform designed to save brands from liquidating.
Shoucheng Zhang
Founding Chairman of DHVC
Mr. Zhang is a tenured professor in the Department of Physics, Department of Applied Physics, and Department of Electrical Engineering at Stanford University. He is also an academician at the American Academy of Sciences, a foreign academician at the Chinese Academy of Sciences, a professor at the Institute for Advanced Study of Tsinghua University, and Chairman of Danhua Capital. Because of his pioneering research on Spintronics and Topological Insulator fields, he was granted the Guggenheim Fellowship in 2007, the Humboldt Research Award in 2009, the EPS CMD Europhysics Prize in 2010, Qiu Shi Excellent Scientist Award in 2011, the Oliver E. Buckley Condensed Matter Prize by the American Physical Society in 2011 and the Dirac Prize in 2012. In 2013, he and Stephen Hawking was given the Physics Frontiers Prize. In the same year, he became a foreign academician at the Chinese Academy of Sciences. In addition, he won the Thomson Reuters Citation Laureate in 2014 and the Benjamin Franklin Medal in 2015.
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About DHVC: DHVC is a venture capital firm based in Palo Alto, California. We invest in Enterprise, Consumer, FinTech, and Healthcare sectors.
Dan Sullivan
Vice Chairman of Trustbridge Partners
Daniel Sullivan joined Trustbridge Partners in 2011 as a Senior Advisor, and became Vice Chairman in 2015. On a daily basis, Mr. Sullivan is responsible for providing strategic advice on business operations and investor relations at Trustbridge. He has over 35 years of business and investment experience and is currently an Advisory Board Member of the Mass General Hospital Center for Global Health (2010 – present) and Ragon Institute (2010 – present), as well as a member of the Columbia University Investment Management Committee (2004 – present). Prior to joining Trustbridge, Mr. Sullivan was a Partner and member of the Investment and Management Committee at Mariner Investment Group from 2001 to 2013. Prior to Mariner, he held various positions at Goldman Sachs between 1977 and 1994 where he was a General Partner and where he co-founded and co-headed the High Yield Group and served as the worldwide Head of High Yield Capital Markets and Syndicate as well as the co-Head of the Senior Bank. Mr. Sullivan was also a member of the Global Compliance Committee, Debt and Emerging Markets at Goldman Sachs. Mr. Sullivan received a BSFS from Georgetown University and an MBA from Columbia University.
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About Trustbridge Partners: Trustbridge Partners is a global growth-oriented private equity firm founded in 2006 with approximately $11 billion in AUM
Gregory Carmichael
Chairman & CEO of Fifth Third Bank
Greg D. Carmichael is the Chairman & CEO at Fifth Third Bank.
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About Fifth Third Bank: Fifth Third Bank specializes in small business, retail banking, investments, and mortgage.
Lars C. Anderson
EVP & Vice Chairman of Fifth Third Bank
Lars Anderson is the Executive Vice President and Vice Chairman at Fifth Third Bank.
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About Fifth Third Bank, Fifth Third Bank: Fifth Third Bank specializes in small business, retail banking, investments, and mortgage.
Christopher J. Swift
Chairman & Chief Executive Officer of The Hartford
Christopher J. Swift is Chairman and Chief Executive Officer of The Hartford, a 200 year-old national leader in property and casualty insurance, group benefits and mutual funds. Swift is responsible for the company’s strategy and growth, its capital allocation and the Company’s performance, culture and leadership. As CEO, Swift has focused The Hartford’s portfolio of businesses, reduced the size and risk of its legacy variable annuity liabilities and transformed the operations of the Company. This resulted in creating industry-leading total shareholder return, increased financial strength and greater strategic and operational flexibility. Swift joined The Hartford in March 2010 and served as Executive Vice President and Chief Financial Officer through June 2014. In that position, Swift played a central role in the company’s financial turnaround and strategic transformation, strengthening the balance sheet and creating greater capital flexibility. During this time, the Company’s highly successful strategic Transformation Program reported to Swift. Swift also led the team that developed the company’s go-forward strategy, resulting in a sharply focused company with fast-improving businesses, as well as three strategically important divestitures, which were completed in nine months and at attractive valuations to highly-regarded counterparties. More recently, Swift managed the sale of The Hartford’s wholly-owned Japanese annuity subsidiary, which significantly reduced the company’s risk profile. Previously, Swift held senior leadership and finance roles at American International Group (AIG). He began his career in public accounting at KPMG LLP focused on financial services, and was eventually appointed head of the Global Insurance Industry Practice. Swift earned a bachelor’s degree in accounting from Marquette University and is a Certified Public Accountant. Swift has been a long-standing supporter of diversity and inclusion in the insurance industry, including his role as the former executive sponsor of the Professional Women’s Network at The Hartford and his current role on the board of Catalyst. He is Chairman of the Board of the American Insurance Association, sits on the board of the Insurance Information Institute and is a member of the Dean’s Advisory Board at the Villanova School of Business. Swift is a member of the Business Council, The Committee Encouraging Corporate Philanthropy, the Council on Foreign Relations, the Financial Services Roundtable and the International Insurance Society.
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About The Hartford: The Hartford is an industry leading provider of property and casualty insurance, group benefits and mutual funds.
Lawrence H. Kloess
Chairman of Clayton Associates
Larry Kloess is a Senior Advisor for Clayton Associates. He also serves on the FCA Advisory Board and is a Special Operating Partner of FCA V. Mr. Kloess is a health care executive with 35 years of leadership experience in hospital and physician group management. He retired from Hospital Corporation of America (HCA) in December, 2011, after 28 years of senior leadership responsibility, most recently serving as President of HCA’s TriStar Division from 2005-2011, with operational responsibility for 20 hospitals and 10 ambulatory surgery centers throughout Tennessee, Georgia, and Kentucky.
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About Clayton Associates: Clayton Associates is an investment firm founded in 1996 by R. Clayton McWhorter, former founder of HealthTrust, Inc. and Chairman of
Paul Zepf
Chairman & CEO of Global Partner Acquisition Corp.
Paul Zepf has more than 25 years of private equity investment experience. He started his career in the Merchant Banking Department at Morgan Stanley and later became a managing director of Lazard, Lazard Alternative Investments and Golub Capital. While Paul has completed successful investments across the private equity spectrum, he has specialized in negotiated investments in public and private companies in which the injection of new capital into the partner company allows that company and its management team to take advantage of compelling opportunities or address significant challenges.
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About Global Partner Acquisition Corp.: GPAC is a special purpose acquisition company.
Gary T. DiCamillo
Vice Chairman of Global Partner Acquisition Corp.
Gary T. DiCamillo was elected as a director of Whirlpool Corporation in April 1997. He is chairman of the audit committee and a member of the finance committee of the board of directors. Gary T. DiCamillo is a partner at Eaglepoint Advisors, LLC, a position he has held since January 2010. Prior to that he was the former president and chief executive officer of Advantage Resourcing (formerly known as RADIA International), a group of privately held technical, professional and commercial staffing companies based in Dedham, Massachusetts. In this position from 2002 until August 2009. Mr. DiCamillo oversaw seven staffing companies in the United States and Europe with revenues of over $1.6 Billion. Previously, he was chairman and chief executive officer at the Polaroid Corporation for nearly seven years. He also has served as president of Worldwide Power Tools and Accessories at Black & Decker Corporation and vice president/general manager for Culligan U.S.A., a division of Beatrice Corporation. He began his career in Brand Management at Procter & Gamble Co., followed by several years as a manager at McKinsey & Company. DiCamillo is a board member of Global Partner Acquisition Corp., Pella Corporation and The Sheridan Group, Inc. He serves on the boards of trustees at Rensselaer Polytechnic Institute, the Museum of Science in Boston and the Massachusetts Business Roundtable. DiCamillo is a 1975 graduate of Harvard Business School where he earned an MBA. He also holds a Bachelor of Science degree in Chemical Engineering from Rensselaer Polytechnic Institute.
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About Eaglepoint Advisors, Global Partner Acquisition Corp., Rensselaer Polytechnic Institute: GPAC is a special purpose acquisition company.
Brian Rogers
Retired Chairman of T. Rowe Price
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About T. Rowe Price: T. Rowe Price is an investment management firm dedicated to funding technology startups.
Roger C. Altman
Founder and Executive Chairman of Evercore Partners
Roger Altman is Founder and Executive Chairman of Evercore, which has become the most active independent investment bank in the United States. Mr. Altman began his investment banking career at Lehman Brothers and became a general partner of that firm in 1974. Beginning in 1977, he served as Assistant Secretary of the U.S. Treasury for four years. He then returned to Lehman Brothers, later becoming co-head of overall investment banking, a member of the firm’s Management Committee and its Board. He remained in those positions until the firm was sold to Shearson/American Express. In 1987, Mr. Altman joined The Blackstone Group as Vice Chairman, head of the firm’s merger and acquisition advisory business and a member of its Investment Committee. Mr. Altman also had primary responsibility for Blackstone’s international business. Beginning in January 1993, Mr. Altman returned to Washington to serve as Deputy Secretary of the U.S. Treasury for two years. In 1996, he formed Evercore. Today, the firm has 70 partners, 975 employees and has handled over $1.3 trillion of merger, acquisition, recapitalization and restructuring transactions. In its other role, Evercore also manages approximately $13 billion of third party assets. Mr. Altman is a Trustee of New York-Presbyterian Hospital, serving on its Investment Committee, and is Vice Chairman of the Board of the American Museum of Natural History. He also serves as Chairman of New Visions for Public Schools. He is a member of The Council on Foreign Relations and a Director of Conservation International. He received an A.B. from Georgetown University and an M.B.A. from the University of Chicago.
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About Evercore Partners: Evercore Partners is a New York-based investment banking firm that advises its clients on M&A, divestitures, and more.
John E. Schlifske
CEO, Chairman & President of Northwestern Mutual
John E. Schlifske is chairman and chief executive officer of Northwestern Mutual. He is also a member of the company’s Board of Trustees. After joining Northwestern Mutual in 1987 as an investment specialist, Schlifske moved from portfolio manager to senior executive overseeing a variety of its investment operations. He later headed different parts of the company’s business operations. Schlifske is a director on the board of Kohl’s Corporation. In the Greater Milwaukee community, Schlifske is co-chair of Milwaukee Succeeds and serves on the boards of Children’s Hospital of Wisconsin, Froedtert and Community Health, and the Metropolitan Milwaukee Association of Commerce. He is also a member of the Greater Milwaukee Committee. A Milwaukee-area native, Schlifske received a bachelor’s degree in economics from Carleton College and a master’s degree in finance and accounting from the Kellogg Graduate School of Management at Northwestern University. He is married to Kim, and they have six children.
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About Northwestern Mutual: Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Hugo Shong
Co-Chairman of IDG Capital
Hugo Shong, Co-Chairman of IDG Capital. He brought IDG Capital to China in 1993, making it the first global investment firm entering the Chinese market. Mr. Shong completed the Harvard Business School’s Advanced Management Program in the fall of 1996. He conducted graduate studies at the Fletcher School of Law and Diplomacy 1987-1988 and earned his MS degree from Boston University’s College of Communication in 1987. He studied Journalism at the Graduate School of the Chinese Academy of Social Sciences from 1984 to 1986 and he received a B.A. degree from Hunan University in 1981. Among his many affiliations, Among his many affiliations, Mr. Shong has served on the Board of Trustees at Boston University, the Harvard Business School Asia Advisory Committee and the Leadership Board of the McGovern Institute for Brain Research at MIT; as non-executive director of WPP plc; and as an independent director of China Unicom.
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About IDG Capital, International Data Group, Qianhai Fund of Funds: IDG Capital is an investment firm that funds early- to growth-stage companies in the technology sector.
Jay Bray
President, Chief Executive Officer & Chairman of Nationstar Mortgage Holdings
Jay Bray was appointed as a member of our board in 2012 and was elected as Chairman in July 2016. Bray has also served as our Chief Executive Officer since 2012, our President since June 2015 and as our Executive Vice President and Chief Financial Officer from May 2011 to February 2012. In addition, he has served as the President of Nationstar Mortgage LLC, since July 2011, as the Chief Executive Officer of Nationstar Mortgage LLC since October 2011, as the Chief Financial Officer of Nationstar Mortgage LLC from the time he joined Nationstar in May 2000 until September 2012, as a Manager of Nationstar Mortgage LLC since October 2011, and as a Director of another subsidiary, Nationstar Capital Corporation, since March 2010. Bray has close to 25 years of experience in the mortgage servicing and originations industry. From 1988 to 1994, he worked with Arthur Andersen in Atlanta, Georgia, where he served as an audit manager from 1992 to 1994. From 1994 to 2000, Bray held a variety of leadership roles at Bank of America and predecessor entities, where he managed the Asset Backed Securitization process for mortgage-related products, developed and implemented a secondary execution strategy and profitability plan and managed investment banking relationships, secondary marketing operations and investor relations. Additionally, Mr. Bray led the portfolio acquisition, pricing and modeling group at Bank of America. Bray holds a B.A.A. in Accounting from Auburn University and is a Certified Public Accountant in the State of Georgia.
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About Nationstar Mortgage Holdings: Nationstar Mortgage (NYSE:NSM) offers servicing, origination, and real estate services to financial institutions and consumers.
Steven A. Cohen
Founder, CEO, Chairman of Point72
Steven A. Cohen is the Chairman and Chief Executive Officer of Point72 Asset Management, L.P. He founded S.A.C. Capital Advisors, L.P. in 1992 and converted his investment operations to the Point72 Asset Management family office in 2014. Mr. Cohen previously headed his own trading division at Gruntal & Co. where he managed proprietary capital for 14 years. Mr. Cohen received his BS in Economics from The Wharton School at the University of Pennsylvania. He is the Co-Founder of the Steven & Alexandra Cohen Foundation, which is committed to achieving lasting and meaningful change through commitments to children’s health, education, veterans, and the arts. Mr. Cohen also serves on the Board of Trustees at the Museum of Contemporary Art (MOCA) in Los Angeles and the Emeritus Board of the Robin Hood Foundation.
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About HoneyComb Ventures, Point72, Point72 Ventures: Point72 invests in multiple asset classes and strategies worldwide.
Ray Dalio
Founder & Co-Chairman, Co-CIO, best-selling author of Principles of Bridgewater Associates
Ray Dalio is the Founder, Chairman and Co-Chief Investment Officer of Bridgewater Associates. He started Bridgewater out of his two-bedroom apartment in New York in 1975 and under his leadership, the firm has grown it into the fifth most important private company in the U.S. according to Fortune Magazine. For his and Bridgewater’s industry-changing innovations as well as his work advising policymakers around the world, Ray has been called the “Steve Jobs of Investing” by aiCIO Magazine and Wired Magazine, and named one of the 100 Most Influential People by TIME Magazine He is also the author of The New York Times #1 Bestseller Principles, which outlines his work and life principles, the foundation of Bridgewater’s distinctive culture and the cornerstone of his and Bridgewater’s success. Ray and Bridgewater also recently published Principles for Navigating Big Debt Crises, the first public dissemination of their research on these economic events, which enabled them to anticipate the 2008 Financial Crisis. Ray is currently working on his third book, which will outline his investment principles.
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About Bridgewater Associates: Bridgewater manages approximately $120 billion in global investments for a wide array of institutional clients, including foreign
Dino E. Robusto
Chairman & Chief Executive Officer of CNA Insurance Company
Dino is chairman and chief executive officer of CNA Financial. He also chairs an Executive Committee which is responsible for strategy, results and oversight for all business units of CNA Financial Corporation. Dino retired from The Chubb Corporation in November 2015, where he had served as President of Commercial and Specialty Lines of the Chubb Group of Insurance Companies and Executive Vice President of the parent company, while leading that company’s global Information Technology function and Innovation. From 2011 through 2013, Dino was President of Personal Lines and Claims and also had responsibility for several corporate functions: Information Technology, Communications, Corporate Development, External Affairs and Innovation. Dino earned a bachelor’s degree in commerce, finance and economics from McGill University in Montreal and is a 1999 graduate of The Wharton Business School Executive Management Program. He serves on the Board of Directors of Junior Achievement of New Jersey and formerly served on the Boards of Directors of Applied Systems and RAND Corporation’s Institute for Civil Justice, and on the Board of Advisors of Catalyst Inc.
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About CNA Insurance Company: CNA is an Insurance Company, selling insurance products and services.
Jignesh Shah
Founder, Chairman Emeritus & Mentor of 63 moons Technologies
Mr. Jignesh Shah is the Founder of the Financial Technologies, a global leader in creating and operating technology-centric financial exchanges for stocks, commodities, currencies, and bonds among other asset classes. Mr. Shah is often called the ‘Innovator of Modern Financial Markets’ for his role in creating a successful Public Private Partnership (PPP) model to build world-class financial institutions. He has created modern IP-centric financial markets, which have been instrumental in changing the contours of exchange trading in India and emerging economies from Africa to Asia. Under his leadership, the FTIL Group launched MCX in 2003, which is one of the world’s largest commodity futures exchange as per the Futures Industry Association (FIA). The success of MCX has inspired several countries and government entities to partner with FTIL and promote various global exchanges. These achievements have seen him feature among the ‘Top 30 Global Innovators in e-finance’ by Institutional Investor in 2008. He was also noted in the FIA’s Futures Industry Magazine (Nov-Dec 2008) as a leading innovator.
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About 63 moons Technologies: 63 moons Technologies creates and operates next-generation tech-centric financial exchanges.
Thomas D. Weldon
Co-Founder, Chairman, and Managing Director of Accuitive Medical Ventures
Tom Weldon is the Founder, Chairman & CEO at Ponce De Leon Health.
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About Accuitive Medical Ventures, Innovation Factory, Ponce De Leon Pharmaceuticals, The Innovation Factory: Accuitive Medical Ventures is a Georgia-based venture capital firm that invests in early-stage medical device and technology companies.
Ben Shapiro
Senior Partner, Chairman of PureTech Health
Dr. Shapiro is a Senior Partner and Chairman of the Board at PureTech Ventures. He was previously Executive Vice President, Worldwide Licensing and External Research for Merck. He joined Merck Research Laboratories in 1990 as Executive Vice President, Basic Research. In this position he was responsible for all basic and preclinical research activities at Merck worldwide. Dr. Shapiro led the research program that resulted in FDA registration of approximately 25 drugs and vaccines. From 1999-2003 Shapiro oversaw all in-licensing activities for Merck. Previously, he was Professor and Chairman of the Department of Biochemistry at the University of Washington. He is the author of over 120 papers on the molecular regulation of cellular behavior and the biochemical events that integrate the cascade of cellular activations at fertilization. He has served on many institutional advisory boards and scientific review panels, and is currently a member of the board of various life science companies, including VBL, Celera, Momenta, Elixir, Satori, and Ikaria. He also sits on the boards of the Drugs for Neglected Disease Initiative and the Mind and Life Institute. Dr. Shapiro received his MD from Jefferson Medical College.
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About PureTech Health: PureTech Health is a bio pharma company and pushes the boundaries of medicine and changing and converging healthcare ecosystem.
Robert Moritz
Global Chairman of PwC
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About PwC: PricewaterhouseCoopers is an accounting firm that provides tax, HR, transactions, performance improvement, and crisis management services.
Timothy F. Ryan
US Chairman and Senior Partner of PwC
Tim Ryan is U.S. chairman and senior partner of PwC, and he also serves on PwC’s U.S. Board of Partners and Principals, and its Global Board. Ryan is also the founding signatory of The CEO Action For Diversity & Inclusion — the largest ever C.E.O.-driven business commitment to advance diversity and inclusion in the workplace. Ryan previously served as vice chair, having responsibility for PwC’s strategy function and stakeholder relationships including investor relations, regulatory affairs, public policy, corporate responsibility and human capital. Prior to that, he led the firm’s Assurance practice and before that, he led PwC’s U.S. Financial Services Practice and Consumer Finance Group. Ryan has been published and quoted in numerous publications and is a frequent contributor to industry events and the World Economic Forum. He plays an active role in the Center for Audit Quality — a nonpartisan, nonprofit group dedicated to enhancing investor confidence and public trust in the global capital markets. Ryan is a certified public accountant in Massachusetts and New York and a member of the American Institute of Certified Public Accountants. He serves on the Board of Trustees for the Securities and Exchange Commission Historical Society and the Children’s Aid Society. He graduated from Babson College where he studied accounting and communications, and joined PwC after graduation. Ryan is a Boston native, marathon runner and proud father of six children.
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About PwC: PricewaterhouseCoopers is an accounting firm that provides tax, HR, transactions, performance improvement, and crisis management services.
