Jason Rich is Managing Director and Chief Operating Officer for Private Wealth Management at Rockefeller Capital Management. Tony joined Rockefeller Capital Management in December 2018 and is currently the Division Director overseeing the San Francisco office and Bay Area. Senior Portfolio Manager, Rockefeller Asset Management. During his investment career, he has built a top-tier investment track record making direct investments, restructuring companies, and troubleshooting investment problems across varied asset classes. He brings to the team over 35 years of industrial experience in the telecoms sector, having worked at BT/ Cellnet and O2 / Telefonica in senior management positions as well as holding non-executive board roles in a number of telecoms infrastructure and digital platforms in the UK. He held a variety of leadership positions at Merrill Lynch, including running the largest branch office in the firm and serving as a Regional Managing Director for the Private Bank, catering to the firm’s ultra-high net worth clients. This website may contain links from its … She received her B.A. Jim Ratigan is a Managing Director and President of Strategic Advisory for Rockefeller Capital Management. Ms. Tierney earned a B.A. Jack serves on the Board of Directors of Auburn Seminary – a leading multi-faith social justice organization and is a member of the Board of Trustees for the Boys & Girls Clubs of Boston. He has been the Co-Chair of the SEC Enforcement and Civil Litigation section of the American Bar Association’s Business Law section; the Chair of the Corporation, Finance, and Securities Law section of the D.C. Bar; a member of the Board of Trustees of the New York City Bar Justice Center; and a member of the Board of Editors for Lexis/Nexis securities law publications. Mitch earned an M.B.A. from The Wharton School of the University of Pennsylvania. He has been awarded the standing of Freeman of the City of London. CMD Global Partners. Advertising Women of New York selected Shelly as its Woman of the Year in 1994. Michael Gaab is the Chief Human Capital Officer of Rockefeller Capital Management. Before joining Morgan Stanley, he was the Chief Information Officer for Global Wealth and Investment Management at Bank of America Merrill Lynch. SAVCA is again proud to present its annual Venture Capital in Southern Africa Industry Conference in 2021. He also received a two-year postgraduate degree from the Ackerman Institute for the Family. He has completed several courses at the Wharton Institute of Executive Education including the Securities Industry Institute (SII) 3-year program. Mr. DyReyes leads the equity research activities across active, multi-factor passive, and thematic approaches while overseeing a team of equity analysts and partnering with senior leadership on the development of equity investment strategies. Proceeds Used to Acquire ClinEdge and Invest Further in Technology & Data Platform. She is a member of the Management Committee. Jonathan Eisenberg is the General Counsel of Rockefeller Capital Management. Mr. John Bernbach is CEO of The Bernbach Group, a business consulting firm. Atlanta's leasing active is 99% recovered from the two-year, pre-pandemic average, second behind Los Angeles, according to an August CBRE report. Mr. Bernbach graduated from Georgetown University with a degree in political science and constitutional law and lives in Bedford, New York with his wife Violaine. Alexandra Peterson Cart is a co-founder of Trofi Holdings, a collective investment platform that leverages benefit-capital to support exceptional builders and initiatives with a vision to create a healthy, sustainable, and equitable food future. In addition, Eric was also involved with investment strategy, quantitative risk reporting, product development/implementation, as well as manager and acquisition due diligence. William served on the staff of U.S. Hughes and Fedorov will kick off their joint tenure at the start of December. Mike Wilson, chief U.S. equity strategist at Morgan Stanley, has set a 4,400 target for the S&P 500 by the end of 2022. We need you to be ok with our use of information like your general location or reading habits to personalize your experience, so we can suggest the right stories to read or events for you to attend. In addition to being a Lord, Myners has also been awarded the title Commander of the British Empire by Her Majesty the Queen. He is a member of the firm’s Management Committee. This new work provides a detailed analysis of the structure and procedures of the financial markets from an insider's viewpoint. Robert Matza is a Senior Advisor at Rockefeller Capital Management. Shelly has been working, as she would say it, “In the business I love,” for more than four decades, almost all of that time at Ogilvy & Mather. “We are a global family office that has served the Rockefeller family since 1882, and the story of the first family in family wealth is our blueprint.”. Prior to this role, Chris was the National Field Director for Private Wealth Management. To ensure the most secure and best overall experience on our website, we recommend the latest versions of, https://www.morganstanley.com/im/expansioncapital. Mark Patterson is a Senior Advisor to Rockefeller Capital Management. She served for five years as Chairman of the Board of Trustees of Smith College, her alma mater. Prior to joining Rockefeller Capital Management in 2020, Mr. Román served as a Managing Director at Morgan Stanley in New York, where he was responsible for senior coverage of corporate and financial sponsor clients, as well as family-owned and founder-led businesses in the consumer and retail sector globally. They also spend time at their house in Vermont, where they enjoy skiing, biking, and kayaking. Prior to joining Rockefeller, Ms. Xu worked at New Mountain Capital, an alternative asset manager with $20B in AUM, where she focused on screening, evaluating, and executing growth equity and leveraged buyout investments in software, healthcare, and other business services companies. degree from Princeton University and an M.B.A. from Harvard Business School. Non-U.S. investors may learn more about this opportunity here, On July 22, 2021, we launched Rockefeller Climate Solutions 40 Act Fund for U.S. investors. As an Alternative Investment Product Specialist, her team built an open architecture menu of best-in-class alternative investment products including hedge fund, private equity, and real estate managers for high-net-worth individuals, families, and foundations. Brian’s team supports all the businesses within Rockefeller including Asset Management, Global Family Office and Private Wealth Management. Fenrich also served as General Counsel and Chief Operating Officer of Point State Capital, from its 2010 spin-out from Duquesne Capital until 2014. James Rothschild is a Founder and Managing Partner of Tru Arrow Partners. Morgan Stanley Expansion Capital targets growth equity and credit investments within technology, healthcare, consumer, digital media, and other high-growth sectors. During his career he has worked in senior client-facing roles at Goldman Sachs, JPMorgan and Lazard, among other firms. He is a member of the Firm’s Management Committee. Mr. Song is responsible for the management of the Global Healthcare Strategy. Mr. Bernbach is also part of a team of diverse corporate executives who founded Distillier LLC of which he is Chairman and developed and introduced Grand Brulot, the esteemed VSOP Cognac and coffee alcoholic beverage, in the US and Europe. With keen insight, global experience, and informed opinions on investing, this book showcases Biggs at his best, offering readers the inside scoop into what's happening and where we go from here. Barton Biggs is a legend on Wall Street. – Equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture– Intellectual capital built from pioneering global equity investing and ESG-integrated research nearly 30 years ago– 40-years of effective shareholder engagement that seeks to create value and catalyze positive change. Among the major deals that have recently closed in Metro Atlanta this year are Carvana's 550K-plus SF sublease of State Farm's Park Center Building 1, which Bisnow first reported, Global Payments' 207K SF lease at 5995 Windward Parkway in Alpharetta, Visa's 123K SF deal at 1200 Peachtree in Midtown, and FanDuel's 68K SF lease at Ponce City Market in Midtown, according to Colliers. In addition to his role as Senior Advisor, Mr. Royce is Chairman and Portfolio Manager of Royce & Associates, LLP, the firm that he founded in 1972, after retiring as its CEO in 2015. He is a member of the firm’s Executive Committee. For the past four years, Ryan has served as cofounder and CEO of Liyo, a social music streaming platform. Michael is a senior executive with 25 years of experience and success in financial services. She is interested in the intersection of the public and private sectors and aligning social and financial value. Prior to joining Rockefeller Capital Management, Nathan served as Managing Director, Market Executive of the West LA Market, for over 14 years with Merrill Lynch. He joined the trading room after spending three years with Rockit Solutions, LLC, where he performed several roles within the Operations Department. Nancy M. Fink is the Senior Portfolio Manager responsible for U.S. Small Capitalization Equities and a Managing Director of Rockefeller Capital Management. Prior to Rockefeller, Brian most recently served as the Executive Vice President on the Private Wealth Management team at First Republic Bank. Beginning as a Financial Advisor in the 1980s, Chris rose to senior leadership roles at Merrill Lynch, including National Sales Manager for Merrill’s 700 branches in the United States and Latin America. Prior to that role, he was Director of Trust Administration for another major international trust company, also in Delaware. James serves on the Investment Advisory Committee of Windmill Hill Asset Management, the management company of certain Rothschild Family philanthropic endowments. She has also worked for the Boston Consulting Group. Mr. Greer remained with the firm through 2002. from Texas A&M University, where he serves on the Dean’s Advisory Board at Mays Business School and is a guest lecturer at the University. Ms. Fink is a former trustee of Saint Michael’s College and former Chair of the college’s endowment fund investment committee. A spokesperson for Morgan Stanley declined to comment for the story. From our leadership team to our individual advisors and specialists, our mission is to serve you and your family. Through the Foundation, the family focuses on global equality and education, including projects to build solar powered schools in Uganda, Mozambique, and India as well as other philanthropic endeavors. NTM was ultimately sold to the Engine Group in the UK. To date, the Turn 2 Foundation has awarded more than $30 million in grants to create and support signature programs that motivate young people to turn away from drugs and alcohol and “Turn 2” healthy lifestyles. Elligo Health Research, a healthcare-enabling research organization powered by our novel IntElligo Research Stack technology, uses electronic health records and the trusted patient and physician relationship to ensure all patients have access to clinical research as a care option. Joe Martella joined Rockefeller Capital Management in February of 2020. Joseph A. Ferlisi is the Chief Information Officer & Chief Information Security Officer of Rockefeller Capital Management. Charles DyReyes, CFA®, is a Senior Vice President and the Director of Research at Rockefeller Asset Management. He is on the advisory board of the Spanish law firm Cremades & Calvo-Sotelo. Brett Thelander is the Divisional Director for Private Wealth Management in the Midwest where he leads the continued growth of our current locations as well as our strategic expansion into new markets. Found inside – Page 93And when banks have fund management arms , they may be competing against hedge funds to attract clients . ... oso Capital Partners , a leveraged finance manager , and Sterling Stamos , a multi - strategy group ; Morgan Stanley bought ... Jeff earned his bachelor’s degree from Wesleyan University and his M.B.A. from the MIT Sloan School of Management. Mr. Greer has served for 25 years as a trustee of Deerfield Academy and was President of the Board from 2008 to 2014. He previously held professional roles at Mayfield, IPWireless and McKinsey & Company. in Physics from Cornell University and an M.B.A. from the Johnson Graduate School of Management at Cornell University. He specializes in environmental, social, and governance (ESG) focused managers. She is a member of the firm’s Management Committee. Most recently, Amanda has worked with Edelman’s Corporate Affairs team in Washington, D.C. and will be joining Edelman’s London office working with ESG and Purpose clients for the 2021 summer. Coda at Tech Square, the high-performance computing tower developed by Portman and co-owned by Georgia Tech. Morgan Stanley. She joined Morgan Stanley in December 2012 as Chief Marketing Officer, Investment Products and Field Marketing. Brasa Capital is a real estate investment firm focused on projects located in the Western US. Tom received his undergraduate degree from the University of Delaware and his law degree from Widener University School of Law. Mr. O’Neill has also held a number of Rockefeller Family–related positions, including Chair of the Family Council, Chair of the Fifth/Sixth Generation Association, and Chair of the Room 5600 operating committee. Mr. Chapin previously held a variety of leadership roles at Merrill Lynch, including Vice Chairman and a member of the Executive Operating Committee, as well as Senior Vice President and Head of the Global Investment Banking division. He joined Rockefeller in 1999 as a Performance Analyst and subsequently assumed the role of Equity Analyst covering the global industrials sector and the role of Director of Equity Research. Ms. Block received an MPA in Environmental Science and Policy from Columbia University in New York City. Samuel M. Cafritz is an Investment Analyst on the Manager Selection team at Rockefeller Capital Management. Mr. Clark is also an Advisor to NYU Stern’s Center for Sustainable Business. For more information, please visit https://www.ally-bridge.com. He began his career at KPMG. His areas of expertise include strategic growth, business development, relationship management, marketing, and public relations. She is also a member of the firm’s Management Committee. William Rockefeller works for the Winrock Group, Inc., which has holdings in automotive dealerships, real estate development, row crop farming, and cattle ranching. Mr. Rockefeller is a life trustee of the Museum of Modern Art, a trustee of the Asian Cultural Council, and a fellow of the Academy of Arts and Sciences. from Cornell Law School. Previously, Tom was Trust Counsel for a prominent national trust company and he was in private practice with a boutique law firm in northern Maryland focusing on estate administration, estate planning, estate litigation, heir disputes and other fiduciary litigation matters. Before he joined the Rockefeller, Mr. Sindall worked as an Investment Performance Analyst at Cambridge Associates. Mitch brings to Rockefeller more than 30 years of investment banking experience, having served as a trusted advisor to companies across a broad range of industry sectors. Casey Clark, Deputy CIO and Global Head of ESG Investments, discusses how climate change is transforming economies and markets, creating long-term opportunities for companies delivering products or services that help reduce greenhouse gas emissions and adapt to a changing climate. from the Villanova School of Business. He completed his undergraduate degree at the University of Pennsylvania and received his J.D., magna cum laude, Order of the Coif, from Fordham University School of Law. Amanda Edelman is a member of the Rockefeller Next Gen Advisory Council. He spent the first eighteen years of his career in the M&A group at Merrill Lynch before joining Deutsche Bank, where he was a member of the Global M&A Leadership team, serving as a Senior Managing Director and Head of Americas M&A. Ms. Previously, Janet held increasingly senior roles at organizations including Diageo North America, QSP Inc., and IBM. She also obtained her LL.M. He is the founder of Four Stones Group and serves as a board member for Point University, Pinewood Atlanta Studios, and the Atlanta Community Food Bank. Lisa started her career at WPP companies, where she spent eight years working for key agencies including Burson-Marsteller Public Relations, Landor Associates, and Young & Rubicam. He was honored to be on the Board of the Merrill Lynch Trust Company of Texas, the Market Executive Strategic Committee, and the Chairman of the Director Advisory Council to Leadership. Prior to joining Rockefeller in 2018, Tim was President and CEO of Ayco, joining in 1996 as a client advisor in the Ayco Family Office. from Muhlenberg College and both an M.B.A. and M.S. Previously, Alexandra co-founded Madeira Global, a leading environmental, social and governance (“ESG”) advisory, analytics and reporting firm, which was acquired in 2020. Mr. Patterson has been a real estate consultant and financial advisor since leaving Merrill Lynch in 2009 and is currently an Advisory Director in the Real Estate Group at Investcorp International. We believe a legacy isn’t left, but lived. Lacey Ann Tisch, the daughter of Susan Tisch Allen and Andrew H. Tisch, is a founder and co-president of an Internet venture in Manhattan called Travelin Gals, which provides travel advice for young women. He also held roles as the head of the Strategic Client Management Groups and Co-Head of Institutional Wealth Services. He is a member of the firm’s Management Committee. “The net effect of that will be increased access to clinical trials as a care option for large numbers of patients. Mr. Bernbach served as Vice Chairman of Engine, one of the largest privately-owned independent marketing services companies. In addition to funding the purchase of ClinEdge, this financing allows Elligo to invest further in its technology platform and leverage data in new ways to address current challenges in the clinical trial industry, enhancing Elligo’s mission of accelerating clinical research and allowing it to further the industry’s goal to improve diversity, equity, and inclusion among research participants. Mía Overall is a Senior Vice President and Director of Shareholder Engagement within Rockefeller Asset Management. Prior to joining Rockefeller, Michael led RBC Wealth Management’s U.S. recruiting efforts. He invests in and advises organizations that align value with values, head with heart, and inspiration with action. He ran one of the UK’s largest institutional investors for nearly 20 years, and has served on many boards, including GIC, Singapore’s sovereign wealth fund; Lloyd’s of London; Coutts & Co.; and The Bank of New York. He has held many positions amongst Rockefeller-related entities, as well as in nonprofits that support the arts and the environment. On Wealth Management Leadership; The Right People with The Right Stuff; What Gets Measured, What Gets Done; Are You Willing to Sacrifice Growth? Mr. McNamara received an M.B.A. in finance from Mercy College, along with a B.S. Building on his experience and success with Paul Allen, Nathan formed Privatus Partners, where he advises significant family offices on a range of investment-related topics, including direct investments. Also subscribe to Bisnow's Office Newsletter, Electric Carmaker Rivian Nearing Major Deal For Atlanta-Area Plant After Nationwide Search, World Series Win Shows The Braves' Daring Real Estate Bet At The Battery Paid Off, Atlanta Investor Ditches Industrial Portfolio To Refocus On Its First Love, Retail, Downtown Atlanta Ramada Set For Conversion Into Apartments, Rockefeller, Trammell Crow Seeking OK To Add To Midtown Atlanta Skyline. Prior to joining Rockefeller, Chris was the Chief Information Officer for Global Wealth Management and Investment Management at Morgan Stanley, where he was responsible for the strategic direction of technology platforms across the businesses. He was responsible for developing global strategy, focused on the expansion of products and territories through inorganic and organic growth initiatives. Brian C. McK. He became a member of the Court of the Bank of England in 2004 and was appointed Treasury Minister in the fall of 2008, with a specific brief for managing the UK’s response to the banking crisis. Tim earned his bachelor’s degree in Accounting from Le Moyne College and his J.D. We want to take 15 seconds to tell you what's going on: Sound good? in applied economics and business management, magna cum laude, from Cornell University. in Environmental Science from University of California, Santa Barbara and passed the first two levels of the CFA exam. In addition to his new role as a Senior Advisor to Rockefeller, Mr. Henderson is the founding partner of Henderson International Advisors, LLC, which he started in April 2014. Found inside – Page 1664Applicants have revested a permanent order . pplicants Morgan Stanley Investment Adviors Inc. , Van Kampen Asset Management Inc. , ( organ Stanley Investment Management Inc. , lorgan Stanley Investments LP , Van Kampen ivestment ... from Albany Law School. Previously, she was Head of Marketing, Private Wealth Management. He is a member of the firm’s Management Committee and is a Chartered Financial Analyst®. As of 2019, CVC managed US$75 billion of assets, the funds managed or advised by CVC are invested in 73 companies worldwide, employing over 300,000 people in numerous … Over generations of serving the Rockefeller family and institutional investors, we have cultivated a suite of complementary and interconnected services designed to identify and make available extraordinary opportunities for asset preservation and growth. While Mr. Sheldon has deep experience in advising companies in numerous industries, he has particularly deep experience advising Consumer and Retail companies, having previously been the Co-Head of Consumer Retail Investment Banking at J.P. Morgan. Andrew received his bachelor’s degree from the University of Georgia. “A lot of those big corporate [relocations] are going to start driving a lot of that demand,” CBRE Senior Vice President Peter McGuone said, adding that CBRE was tracking 90 office deals pending in the metro area. Rockefeller Asset Management and Bloomberg have partnered to launch the first in a suite of planned ESG Improvers Indices. He earned his dual-B.S. She was named worldwide CEO of Ogilvy & Mather in 1996 and Chairman in 1997. in Analytical Finance from Wake Forest University and is a member of the CFA Society New York. He is a Chartered Financial Analyst® charterholder. He is responsible for providing strategic leadership across non-US regions including the UK, Europe, and Asia, and delivering on the group’s long-term plans, including opening a London-based international distribution hub, oversight of the London office and regulatory affairs. Previously, Jeff was the Chairman and CEO of MFS Investment Management and served on the Board of Trustees of the MFS Funds. Found inside – Page xixLoomis, Sayles MARK KRITZMAN Windham Capital Management SANDY LEEDS University of Texas MARTIN LEIBOWITZ Morgan Stanley DOUGLAS R. LEMPEREUR Templeton Investment Counsel, Inc. ROBERT LEVINE Nomura Securities AMY LIPTON Bankers Trust ... Since our inception, we have invested in more than 600 companies and currently partner with over 160 companies in our venture and growth equity portfolio. He graduated summa cum laude with a B.B.A. in Finance and Information Systems from the Stern School of Business at New York University. John Sheldon is a Managing Director in the Strategic Advisory group at Rockefeller Capital Management, focused on Mergers and Acquisitions, Capital Raising and Strategic Advice. She is a member of the New York State Bar Association and the Brookings Council as well as a Term Member at the Council on Foreign Relations. Christopher J. Randazzo is a Special Advisor to the CEO at Rockefeller Capital Management. Found inside – Page 102An example of this was the sale of the power storage business of Invensys in 2001 wherein Morgan Stanley was the advisor in the $505 million sale to EnerSys, a company owned by Morgan Stanley Capital Partners (Morgan Stanley's private ... Michael currently holds his CFP® (Certified Financial Planner) and ChFC® (Chartered Financial Consultant) certifications. She holds both a bachelor’s and a master’s degree in the History of Art, from Yale and the Courtauld Institute of Art, respectively. Carey & Co, LLC. , Previously, Mr. Lessig co-founded multiple businesses, and served in leadership roles, principally in the financial services and technology/medical device industries.
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