2009-2010 Social Investment Council MembersDocument Transcript
2009-2010 Social Investment Council Members
The Social Investment Council is a group of highly talented and socially conscious rising leaders from the private sector who
support and spread the word of Echoing Green’s work both formally through fundraising events and informally to their peers.
Kristin Resnansky (Co-Chair) is a program officer at the Robin Hood Foundation. Formerly, Kristin was a managing director
at Chilton Investment Company, where she focused on public equity investing. She is also a member of the board of directors
of the Palette Fund. Kristin holds an MBA from Stanford University’s Graduate School of Business where she earned the
Certificate in Public Management with an emphasis on social entrepreneurship, and a BA in economics and French from the
University of Virginia.
Marc L. Saiontz (Co-Chair) is currently a Managing Director at American Securities Capital Partners (ASCP). He joined
ASCP in December 1996 from Morgan Stanley Capital Partners, where he focused on private equity investments. He has
worked with a variety of nonprofits in the past. He holds an MBA from Stanford Business School and a BS magna cum laude
in economics from the University of Pennsylvania's Wharton School of Business. Marc is currently a director of NEP
Broadcasting, LLC, PDM Bridge, LLC, and Weasler Engineering, Inc.
Jalak Jobanputra (Vice Chair, Events) is Senior Vice President at the New York City Investment Fund and manages the
Fund's investments in the information technology, media and cleantech sectors. Prior to joining the Fund, Jalak was a
Principal at New Venture Partners, a $300M early stage venture fund where she was a director of Procelerate Technologies
and Real Time Content. Previously, Ms. Jobanputra worked at Intel Capital where she led and managed strategic investments
in software, digital media and services companies. Prior to receiving her MBA, Jalak worked as a Product Manager at an
online financial services start-up, and as a media and tech investment banker at Lehman Brothers and Broadview Associates
in NYC and London. She has also consulted for the United Nations Development Programme in Dar es Salaam, Tanzania as
well as several education nonprofits, including The Big Picture School (Providence, RI), Jobs for the Future (Boston), and the
Fenway Institute (Boston). Jalak holds an MBA from the Kellogg School of Management at Northwestern University, a BS in
Economics magna cum laude from the Wharton School, and a BA in Communications magna cum laude from the Annenberg
School at the University of Pennsylvania. She is currently a Trustee of the Achievement First Bushwick Charter School in
Brooklyn and a member of Echoing Green's junior board.
Zach Abrams works as an associate at Littlejohn & Co., where he focuses on private equity investments in middle market
businesses. He holds a BA in economics from Duke University. Zach grew up in Arizona and North Carolina.
Eli Aheto works as an analyst at Anchorage Capital Advisors, where he focuses on public and private debt and equity
investments in the Energy & Power, Oil & Gas and Healthcare sectors. Previously, Eli worked at General Atlantic, LLC and
Goldman Sachs. Eli received an MBA from Harvard Business School and an AB degree in economics from Harvard College.
Eli was born and raised in New York.
M. Fraz Ahmed is an Associate of Equifin Capital Partners. Prior to joining Equifin, Mr. Ahmed was an analyst at Lazard
Frères & Co. LLC, where he worked in the mergers and acquisitions group. Prior to joining Lazard, Mr. Ahmed began his
career as a member of the Financial Management Program with GE Commercial Finance. He graduated from Northwestern
University with a Bachelors of Science degree and a second major in Economics.
Matthew Barbas is currently the Chief Strategy Officer at NutsOnline.com. Previously, he worked on the private equity
investment team at Audax Group. Prior to Audax, he worked at D.E. Shaw and Oliver Wyman. Matthew has served as an
officer and director of openhousenewyork, an architecture and design nonprofit charitable organization. He volunteers as a
counselor for CCFA’s Camp Oasis. Matthew holds a BS from Northwestern with majors in economics, communications and
Jordan Bettman is an Associate at Bain Capital Ventures. Prior to joining Bain Capital Ventures, he was an associate
consultant at Bain & Company, focusing on a number of strategic and operational issues for clients in healthcare,
retail, and media. Jordan graduated from Cornell University with a Bachelors of Science in Industrial and Labor Relations.
He is from New Jersey, and is currently living in Boston, MA.
Jessica Bloomgarden is a Principal at 21 Ventures, an early-stage venture capital firm, where she focuses on clean
technology investments. Jessica previously worked at JPMorgan in the Technology Investment Banking Group where she
helped to build the firm's clean technology practice in addition to covering companies in the Internet, payments, software and
communications equipment sectors. Prior to JPMorgan, Jessica worked at SolarCity, a DFJ solar portfolio company, in their
products and marketing group. Jessica is an active participant in WIBO and MicroMentor organizations, non-profits that help
small business entrepreneurs through educational workshops and mentor relationships. Jessica received her BA in
Economics from Stanford University where she received her class's Award of Excellence.
Laura Bogomolny is a Senior Associate at PricewaterhouseCoopers, where she works in the strategy consulting group. Prior
to joining PwC, Laura spent four years as a journalist with Canadian Business, Canada's largest business magazine. Laura
holds a BA from the University of British Columbia and an MBA from Columbia University's Graduate School of Business.
Raised in Toronto, Canada, Laura has also worked in Washington D.C., London and Costa Rica.
Marc Casale is currently a business analyst at Deloitte Consulting LLP. Before joining Deloitte in 2009, Marc worked with
Teach For America as a 5th grade English as a Second Language teacher in the Bronx. Marc holds a B.A. in Psychology from
Duke University and a M.A. in Teaching from Pace University. When he’s not working, Marc enjoys playing and watching
sports, cooking and eating, and exploring New York City.
Elizabeth Cassidy works as an Assistant Portfolio Manager in the fixed income division at Driehaus Capital Management.
Previously, she worked as an analyst in the Corporate Principal Investing & Trading group at Merrill Lynch, focusing on
distressed public and private debt and equity investments. Prior to Merrill Lynch, she worked in the Global Industrial &
Services investment banking group at Credit Suisse in New York and London. She graduated cum laude from Middlebury
College with a BA in Economics and French and received an MBA from Duke’s Fuqua School of Business. She has worked
with several non-profits over the past 15 years and enjoys skiing, running, and travel.
Christine P. Chan is currently an Investment Officer and Assistant Vice President at JPMorgan Chase, where she focuses on
double-bottom line private equity and venture capital fund investments. Previously, she worked at AIF Capital, an emerging
markets private equity fund based in Hong Kong and was an Associate at Cohen & Steers Capital Advisors and Mergers &
Acquisitions Analyst at Lazard in New York. Christine graduated from the University of California at Berkeley with Bachelor of
Arts degrees in Economics and Asian Studies, studied abroad at the Guanghua School of Management, Beijing University,
and graduated with an MBA in Finance and Entrepreneurial Management at the Wharton School, University of Pennsylvania.
Christine grew up in San Francisco and is currently based in New York.
Wymen Chan is an Associate at Leeds Equity Partners, a private equity firm focused on education, training and information
and business services industries. Wymen’s areas of responsibility at Leeds Equity include due diligence on new transactions
and monitoring investments. Prior to joining Leeds Equity, he spent three years as an Associate at Holding Capital Group in
New York. Wymen graduated with honors from the University of Texas at Austin with B.A. degrees in English and Economics
and a B.S. in Mathematics. He earned his Masters in International Affairs with a concentration in Finance from Columbia
Kathryn Corro is currently a Principal at Rockpoint Group, L.L.C. She oversees Rockpoint’s capital raising and new business
development activities, as well as investor relations. Prior to Rockpoint, Kathryn focused on acquisitions, asset management
and investor relations at Westbrook Partners, L.L.C. Prior to Westbrook Partners, Kathryn worked as a financial analyst at
Banc of America Securities. Kathryn received a B.A. in Economics from Wellesley College.
Stonington Cox is currently a Senior Associate at Macquarie Capital Advisors, where he works in the Real Estate group
focusing on vetting, structuring, advising and marketing primarily third party real estate private equity funds for emerging
markets fund managers. Prior to working at Macquarie, he worked at GMAC/Pacific Union Real Estate Group in San
Francisco where he co-founded and chaired the Urban Land Institute’s San Francisco Young Leaders Group. Stoney sits on
the board of the JCSC Foundation as well as the Turtle Ridge Foundation and holds an MBA from Columbia Business School
as well as a Bachelor’s in the Science of Foreign Service with honors from Georgetown University SFS.
Christopher D’Ambrosia is an analyst at Goldman Sachs, where he has served on various teams, including Derivatives
Structuring and Americas Financing, Global Natural Resources Investment Banking, and the Executive Office. Chris
graduated from Princeton University having majored in English, concentrated in journalism, and completed a certificate in
Finance. He has been fortunate enough to have traveled extensively in search of surf.
Pooja Dhargalkar is an Associate within the Fixed Income Capital Markets division at Citigroup Global Markets, Inc.,
responsible for arranging structured debt financings supported by international development agencies in Latin America.
During her time at Citi, she has executed several transactions across multiple industries, including infrastructure,
telecommunications, financial institutions and power. Prior to joining Citi, Pooja worked as an investment banking analyst at
Jefferies & Co. Pooja graduated from New York University Stern School of Business with B.S. in Finance and International
Business. She is the founder and lead choreographer of infin8 Dance, a New York City-based dance company focused on
inspiring youth action through performing arts.
Jenna Dreher is an Account Management Consultant at Deloitte. Previously Jenna worked in the Institutional Investment
Management sector of Greenwich Associates where she was a founding member of the firm’s internal volunteer organization,
GIVE. Jenna has also worked in the US Senate, at CNN, and at Harvard’s Kennedy School of Government. Jenna has
leadership roles on several non-profit boards. She is the President of New Alternatives for Children’s Jr. Benefit Committee,
she is on Animal Haven’s Jr. Board, and she is a Fundraising Committee Member for the Fresh Air Fund. When Jenna was at
Tufts University she was COO/Co-President of Tufts Student Resources, the largest student run business in the US.
Steven Druckman is currently a Financial Planner and Partner at BCL Wealth Management, a small boutique financial
planning firm. Steven has been involved with the firm since its inception and has helped build it to be the top producing firm
within its broker dealer. He now oversees the personal financial planning department of the firm and is intimately involved
with the advanced planning operations of the firm.
Karen Duffin manages the executive communications team for Cisco Systems' Chairman and CEO, John Chambers. In this
position, she travels with / manages Chambers' communications and involvement in events worldwide, ranging from business
keynotes and company activities to humanitarian initiatives and international events like the World Economic Forum. Prior to
Cisco, Karen worked for 5 years at Bite Communications, a San Francisco PR firm, specializing in corporate / crisis
communications and media relations. She helped launch Bite's pro bono practice and founded a small local activism group
called Bite Size Revolutions. Karen graduated with University Honors from Brigham Young University in Public Relations
and was raised in Katy, Texas.
Brian Dunlap is an Associate at General Atlantic, where he focuses on global growth equity investments in the Financial
Services sector. He joined General Atlantic's New York office in 2008. Prior to joining GA, Brian was an investment banking
analyst in Morgan Stanley's Financial Sponsors Group, where he worked with private equity clients on structuring leveraged
buyouts, recapitalizations and portfolio monetizations across various sectors. Brian graduated from Stanford University in
2006, with a B.A. in Public Policy with a concentration in Social Entrepreneurship, and an M.A. in International Policy Studies
with a concentration in International Political Economy.
J. Skyler Fernandes is a venture capital analyst at Centripetal Capital Partners. Previously Sky worked in the Financial
Institutions Group within investment banking at Credit Suisse. Sky has also worked in the asset securitization group at
Societe Generale and raised capital for Latin American corporations at Standard Bank. Since 2007, as the Vice President of
the South African Chamber of Commerce in America (SACCA), Sky has worked strategically with African entrepreneurs and
launched the African Entrepreneurship Platform, showcased at the Clinton Global Initiative. Additionally, Sky is a serial
entrepreneur, consistently working on social entrepreneur endeavors and start-up ventures. Sky graduated a year early from
New York University summa cum laude, due to coursework at Harvard University.
Jarrod R. Fong is a portfolio manager in the Private Equity Group at JP Morgan Asset Management. He is responsible for
screening primary and secondary opportunities of venture capital and leveraged buyout funds. He also leads direct
investments into private companies, as well as monitors investments in funds and companies. Jarrod serves as an observer
or sits on the advisory board of ten private equity firms and three private companies. He previously worked in private equity at
AT&T Investment Management Corp., and Dillon Read. Jarrod is a graduate of the University of California, Los Angeles, and
earned his MBA from the University of Chicago. In addition, he serves on the Board of Directors of the Coalition for Asian
Americans Children and Families and has been involved in other nonprofit organizations.
Jason Gilbert is Founder and COO/CFO of LifeLab Solutions Inc. Formerly, he was an investor at General Atlantic (a $16B
Private Equity firm focused on global growth investments), where he focused on financial strategy for GA's portfolio
companies and new investments. He first joined GA’s Greenwich office in 2006 evaluating investment opportunities in various
technology enabled verticals, including semiconductors, alternative energy, and financial services. Prior to joining General
Atlantic, Jason was an investment banker at Berkery, Noyes & Co., where he serviced large and mid-sized information
providers in the U.S. and international markets with strategic mergers & acquisitions, corporate and asset divestitures,
strategic research, and valuations. Jason is a Certified Public Accountant with a B.A. in Political Science from the University of
Michigan and an M.S. in Accounting from the George Washington University School of Business.
Aaron Goldman is a Vice President at General Atlantic, a global growth equity firm, where he focuses on investments in the
Media & Consumer Sector. Prior to joining General Atlantic, Aaron spent five years with the venture capital arm of Fremont
Group in San Francisco, where he focused on e-business, communications and medical diagnostics. While at Fremont Group,
he served as President and CFO of a portfolio company and as a board director and board observer for a number of
companies and organizations. Before joining Fremont Group, he was an analyst in Donaldson, Lufkin and Jenrette’s
Leveraged Finance Group. Aaron received his BS in Economics with a concentration in Finance, magna cum laude, from The
Wharton School, University of Pennsylvania. He received his MBA from Harvard Business School where he graduated with
highest distinction and was a Baker Scholar.
Ananda Grant worked as a Senior Manager at American Express in OPEN, the Small Business group and in the Cardless
Payments group. Prior to American Express, she worked in the Marketing and Communications group at Children’s
Television Workshop, producers of Sesame Street. She currently serves on the board of CEC ArtsLink, an international arts
service organization. She holds a BA in Communication Studies from SUNY New Paltz and an MBA from NYU’s Stern
School of Business. Ananda grew up in New York and enjoys traveling in her free time.
Sarah D. Greenhill is a Senior Investment Associate at the MIT Investment Management Company, where she focuses on
capital allocation decisions and external manager relationships across all assets classes. Previously, Sarah worked at New
Mountain Capital, a private equity firm in New York. She holds an MBA from Harvard Business School and an AB summa
cum laude in economics from Princeton University. Sarah lives in Boston, MA.
Andrew Gustin is a research associate covering industrials for Chilton Investment Co in New York. He attended Stanford
University, receiving a BA in English, an MBA, and an MA in Education. While at the Graduate School of Business, he co-led
the Board Fellows program, connecting business school classmates with non-profit boards in the bay area. Prior to business
school, he worked for three years at Fred Alger Management, investing in technology companies.
Tian He is an Associate at General Atlantic, where he focuses on global growth equity investments in the Business Services
& Technology sector. He joined General Atlantic's New York office in 2009. Prior to joining GA, Tian was an investment
banking analyst in Morgan Stanley's Global Technology Group. Tian graduated from MIT in 2007, with a B.S. and M. Eng. in
Electrical Engineering and Computer Science. Outside of work, Tian has interests in basketball, running, entrepreneurship,
and education in China.
Jerome Hershey is a senior associate at Technology Crossover Ventures, a private equity firm in New York. Previously, he
worked at Spectrum Equity Investors, and JPMorgan in the Technology and Media Investment Banking Group. He received a
BS in economics from The Wharton School at The University of Pennsylvania with a dual concentration in operations
management and marketing. Jerome enjoys guitar, golf, and warm weather.
Kirstin Hill works as a director at Merrill Lynch, where she focuses on developing investment products for individual investor
clients. Prior to her current role, Kirstin worked for Merrill Lynch as an equity derivatives and convertible bond trader in
Sydney, Hong Kong and London. She holds an AB in History from Harvard University. Kirstin grew up in Australia, and
currently lives with her husband and daughter in NYC.
David G.A. Holmes is a portfolio analyst at Epic Asset Management, focusing on distressed debt and other special situations.
Previously, he held various positions at Prism Capital, Marathon Asset Management, and Smith Barney. He is a board
member and treasurer of the FM Lienhard Foundation, and is involved with several social-philanthropic efforts. David holds a
BA in economics from Connecticut College and an MBA from Columbia Business School. David was raised in New York and
most recently lived in rural Maine.
Michael Houy is an associate at KPS Special Situation Funds, a New York based private equity firm. In this role, Mike
focuses on developing and implementing turnaround plans for distressed and underperforming businesses. Prior to joining
KPS, Mike was an Associate at Sun Capital Partners, Inc. in their Private Equity group. Prior to Sun Capital, Mike was an
Analyst in the Leverage Finance Group at J.P. Morgan Securities Inc. Mike graduated magna cum laude from the University
of Massachusetts’ Isenberg School of Management with a BS in Finance and from the Commonwealth Honors College with
departmental honors. Mike was raised in Newton, Massachusetts.
Lauren Hubbell is currently an Associate in the Private Capital Markets group at Macquarie Capital, responsible for raising
co-investment equity for Macquarie’s infrastructure acquisitions as well as private equity financing for third party clients. Prior
to joining Macquarie Capital, she worked as an Analyst in the Financial Institutions Group at Banc of America Securities,
focused primarily on the insurance and reinsurance sectors. She was born and raised in Des Moines, Iowa and moved to The
Hague, The Netherlands for the last three years of high school. Following graduation, she enrolled at UNC – Chapel Hill and
received a Bachelor of Science in Business Administration in 2005. She has been in New York since graduation.
Rohin Jain is a senior associate at Trimaran Capital Partners–a New York based private equity firm with over $6 billion in
assets under management. At Trimaran, Rohin is responsible for sourcing, structuring, and executing private equity
transactions across a wide spectrum of industries. Rohin serves as an observer on the Board of Directors of Charlie Brown’s
Steak House, Educational Services of America, Norcraft Companies, and Urban Brands. Prior to Trimaran, he worked as a
Mergers & Acquisitions analyst at UBS Investment Bank, where he focused on the industrial, healthcare, media and
consumer/retail sectors. Rohin received a BS and an MBA from the University of Pennsylvania's Wharton School of Business,
both with high distinction.
Michael Jones is a Managing Director at MESA, a leading advisory firm specializing in media industry transactions. Prior to
MESA, Michael was EVP & CFO of Lambert Television, an investment, management and holding company with
concentrations in media and technology. He is a Board member of the Los Angeles Public Library, where he serves as a vice
president on the library’s executive committee and is the founder of the library’s junior council. Michael is also involved with
the American Natural History Museum. He graduated with honors from Brown University with degrees in business economics
and organizational behavior & management, and also holds an MBA from Columbia University.
Justin Kang is an Associate at MassChallenge. Founded in 2009, MassChallenge uses a combination of public and private
funds to catalyze growth and jobs by launching a multi-million dollar venture funds competition in Massachusetts across 6
tracks: Energy, Life Sciences, Digital Technology, Social Impact, General (Seed), and General (Expansion). All entrants will
receive coaching, feedback, PR and networking support. Winners will receive cash prizes toward launching their businesses.
During his time at Brandeis University, Justin founded and led four organizations dedicated to civic engagement and social
entrepreneurship. He has organized over a 100 students to accomplish the following: 1) A spoken word charity concert raising
all funds for a community center in the area’s largest public housing complex, 2) Fifteen intercollegiate concerts to combat
global poverty, 3) A fellowship program where students travel in teams to areas of global importance and 4) A green jobs
training program for Boston youth.
Janice Kim works for LionRock Capital in Singapore. Before her current position, she worked as an associate in the private
equity group at Marathon Asset Management. Previously, Janice worked at Banc of America Securities, in the financial
sponsors and media & telecommunications groups. She received her BA from the University of California, Berkeley.
Jin-Young Kim is an associate at General Atlantic, a global growth equity firm, where she focuses on investments in the
Enterprise sector. She joined General Atlantic’s New York office in 2007. Prior to joining General Atlantic, Jin-Young worked
at Morgan Stanley in its Investment Banking Technology Group based in New York. Jin-Young is currently involved with
Minds Matter, a mentoring and tutoring organization that brings high-achieving and motivated high school students from low-
income families together with dedicated mentors. Jin-Young received her B.A. in English from Amherst College.
Taena Kim currently works at Scoggin Capital. Prior, she was an analyst in the Principal Investment Area at Goldman Sachs
where she focused on leveraged buyout opportunities. Previous to that, she worked as an analyst in the Healthcare
Investment Banking Group at Banc of America Securities. Taena graduated with a BS from the University of North Carolina at
Chapel Hill with a major in business administration and a minor in history.
Andrew Klaber is the special assistant to the President and CEO at New Island Capital, where he invests in alternative
energy, clean-technology, sustainable agriculture, sustainable forestry, and green consumer products. Andrew is also the
founder and President of Orphans Against AIDS (www.orphansagainstaids.org), an international non-profit organization that
provides more than 500 children who have been orphaned or made vulnerable by HIV/AIDS in seven countries with academic
scholarships, nutrition, and basic health care. Andrew was selected to speak about Orphans Against AIDS at the 2008 World
Economic Forum in Davos, Switzerland and at the Asia Society Young Leaders Summit in Tokyo, Japan. Klaber graduated
from Yale College and earned Masters of Science degrees in Financial Economics and Economic History as a Marshall
Scholar at Oxford University. He is currently pursuing a JD/MBA at Harvard Law School and Harvard Business School. For
his commitment to public service and leadership, Andrew has been selected as a Goldman Sachs Global Leader, a Truman
Scholar, and a USA-Today First-Team Academic All-American. A former varsity Yale oarsman, Andrew bicycled 4,200-miles
(New Haven, CT to San Francisco, CA) to raise awareness and $250,000 for Habitat for Humanity and is recently completed
his third marathon.
Robert Kopera is an associate at Caxton-Iseman Capital, a private equity firm. Robert is also the co-program coordinator of
the Washington, D.C. branch of StreetWise Partners. Previously, he worked as an associate at Quad-C Management and as
an analyst at Jefferies & Company. Robert holds a BS in computer engineering from Virginia Tech.
Ashish Lal is a senior associate at Charlesbank Capital Partners, the private equity spin-out from Harvard Management
Company. He has been with Charlesbank since 2002. Prior to Charlesbank, Ashish was with LEK Consulting in Chicago,
London and Tokyo. He has been involved with non-profits such as Junior Achievement, Jobs for Youth and
StreetwisePartners over the past decade. Ashish holds a BA from Northwestern University and an MBA from the University of
Pennsylvania's Wharton School of Business.
Addison Lanier works as a Senior Associate at The Parthenon Group, a strategy consulting firm in Boston. At Parthenon,
Addison has focused on private equity due diligence as well as corporate and educational turnaround strategy. He was also
the Office Head in Parthenon Boston for Inspire, Inc., a non-profit consulting firm, where he advised non-profit organizations in
the Greater Boston area. He holds a BA, cum laude, in economics from Williams College. Addison grew up in Cincinnati, OH.
Miles Lasater is founder and COO of Higher One, a financial services company focused on higher education. He started the
Yale Entrepreneurial Society which oversees Yale’s annual business plan competition (which has always included a social
entrepreneurship category). Miles lives in New Haven and organizes events that turn residents into citizens, like Cluefest (the
annual city-wide scavenger hunt). He serves on the Port Authority of New Haven, Yale’s Advisory Committee on Investor
Responsibility. Miles holds a BA in computer science from Yale.
Cindy Law is a senior analyst at Archstone Consulting, where she focuses on strategy and operational effectiveness in the
consumer products and manufacturing industries. Cindy serves as the volunteer coordinator for the Silicon Valley
Microfinance Network and is also involved with the Taproot Foundation, which provides pro bono consulting services to the
non-profit sector. Cindy previously lived and worked in rural Nicaragua supporting Pro Mujer, a Latin American microfinance
network, where she led business training for women entrepreneurs. Cindy received her BS in Business Administration and
BA in Psychology from the University of California, Berkeley.
Andrew Leisman is an Analyst in the Office of the Chief Investment Officer of New York Life. The Office monitors investment
policy of the General Account, interest rate risk and the management of the Seperately Managed Account. Mr. Leisman holds
a Bachelor of Arts Degree in Economic History from the University of Pennsylvania. He is a CFA Level II candidate and
resides in New York City, New York.
Scottye Lindsey is a director at Deutsche Bank in the Leveraged Loan Portfolio group, responsible for financial monitoring
and relationship management of consumer and homebuilding companies. Prior to joining Deutsche Bank in 1998, he was an
associate in Corporate Investments at Metropolitan Life. Scottye has an MBA from Cornell University and a BA from Brown
University in international relations and economics.
Sara Link leads the Social Impact and Philanthropy practice area at Korn Consulting Group. She has more than 10 years
experience in the areas of leadership, human capital, employee engagement, corporate citizenship, nonprofit management
and philanthropy. Sara spent nine years at Goldman Sachs. She was a program manager at The Goldman Sachs Foundation
where she led corporate citizenship initiatives and focused on the Foundation’s international growth in Asia and Europe. Sara
worked closely with leading nonprofit organizations in the areas of education, entrepreneurship and youth development, and
collaborated with leaders across sectors including CEOs of global organizations, government officials, university presidents,
and directors of NGOs. Sara worked with media outlets around the world and developed branding and public relations
strategies to raise awareness of key programs. She also ran a venture philanthropy program, significantly increasing the
number of employees to lend their expertise to nonprofit organizations. Prior to The GS Foundation, Sara was in Goldman
Sachs’ Human Capital Management Division where she developed health and wellbeing programs for employees. In this role
she coordinated learning programs for employees around the world, led global marketing, evaluation and program design and
spent two years in London to expand the programs in Europe and India. Sara is on the advisory board of New Leaders for
New Schools, the young leadership boards of The Museum of Jewish Heritage in Battery Park as well as Summer Search,
and is active with Echoing Green's Social Investment Council. She holds an M.A. from Columbia University in Organizational
Psychology and a B.A. from the University of Maryland in Psychology.
Eric Liu is a Principal at Warburg Pincus, a New York-based private equity firm, where he focuses on investments in the
healthcare sector. Prior to Warburg Pincus, he worked in private equity at The Blackstone Group and early-stage venture
capital at Draper Fisher Jurvetson. He graduated with an A.B. in Applied Mathematics from Harvard University, where he was
elected to phi beta kappa. He also holds an MBA from the Stanford Graduate School of Business, where he was an Arjay
Joon Ma is the Vice President of Customer Experience and Performance Management at Louis Vuitton North America. Her
prior experience includes serving as Associate Vice President of New and Emerging Business at Victoria's Secret and as
Project Leader at The Boston Consulting Group. She holds an MBA from Harvard Business School where she co-managed
the Harbus Foundation, a student-run foundation providing grants to support local education, literacy and journalism projects.
Joon also holds a BA in anthropology from Columbia University and is a former Fulbright Scholar. She grew up in New
York/New Jersey and has worked or studied in the UK, France, Italy, Korea, and Morocco.
Sophie Marchessou is currently a first year student at Harvard Business School. Prior to Harvard, Sophie worked 3 years for
McKinsey & Company in France, where she focused on retail, consumer goods and non-profit projects. She also spent
extensive time in Asia – working in China for Mars for 6 months, and volunteering for an NGO in Cambodia for 2 months on
education and micro credit projects. Sophie graduated in economics at HEC in Paris.
Susan McPherson is the Vice President of Global Events at PR Newswire, the world's leading provider of electronic news
distribution, media targeting, and measurement and multimedia services. Susan holds a B.A in History from the State
University of New York at Albany and conducted graduate studies at Boston University's College of Communications with a
focus on broadcast journalism. Susan serves on the board of Bpeace, an organization dedicated to assisting women in
regions of conflict and post-conflict start businesses. Prior to moving to New York in 2003, she lived in Seattle, where she was
actively involved in FareStart, a non-profit organization dedicated to providing job and life-skills training to the disadvantaged,
and served on the board of the Seattle chapter of the National Investor Relations Institute.
Samuel Meehan is currently an associate at Citigroup Global Markets. He joined Citi in 2007 after graduating from Pomona
College with a B.A. degree in Mathematical Economics. When he is not working, Samuel enjoys fly-fishing, running, reading
Stephen Meyer is currently an Associate at Globespan Capital Partners, a global technology venture capital firm. He joined
Globespan’s Boston office in 2008. Prior to Globespan he was an Associate Consultant at Bain & Company in New York.
Steve is the founder of Meyer Media, an internet media company involved in developing, acquiring, and managing content-
based web sites. He is also a founder and board member of Duke Venture Forward, a social entrepreneurship incubator and
career mentoring organization for business-oriented students. Steve graduated from Duke University with a BA in Public
Policy Studies and a certificate in Markets and Management Studies.
Jason Morimoto is an associate at Citigroup Global Markets in the Technology Group. He previously worked as an analyst
for Citigroup in the Mergers and Acquisitions Group and the Latin America Group. Prior to that, Jason worked at Morgan
Stanley in the Convertible Products Group. He graduated Phi Beta Kappa with a BS in business administration from the
University of California, Berkeley. Jason enjoys traveling and learning foreign languages. He has worked or studied in
Uruguay, Mexico, Brazil, Italy, Spain, Germany, and Hong Kong. He is currently based in Palo Alto, California.
Amy Pan is an Associate in the private equity group at Auda International, an alternative investment fund. Previously, Amy
worked in the Healthcare Investment Banking group at Banc of America Securities. She is an active mentor through
StreetWise Partners, a volunteer for New York Cares and a member of the Young Leadership Council of Bottomless Closets.
She holds a BA in political science and economics from Rutgers University.
Marco Persico is an investment professional at Permira Advisers LLC, where he focuses on investments in a variety of
sectors. Prior to joining Permira in 2008, Marco worked as an analyst in the financial sponsors investment banking group at
Credit Suisse in New York. Marco graduated from Columbia University with a BS in Chemical Engineering and a minor in
Economics. Marco was born in Novara, Italy, was raised in London and New York and currently lives in New York City.
Maheen Rahman is an associate at Lexington Partners–a New York based private equity firm. At Lexington, Maheen is
primarily responsible for the analysis of equity co-investments. Prior to Lexington, she worked as an investment banking
analyst at JPMorgan, in the Consumer, Healthcare and Retail group. Maheen received a BS from the University of
Pennsylvania's Wharton School of Business.
Hans Reuter is an associate at General Atlantic LLC, where he focuses on investments in the Energy and Resources sector.
Previously, he worked at Morgan Stanley in their Investment Banking Division, based in New York. At Morgan Stanley, he
worked with technology clients in the software, storage, and telecommunications industries. He received his AB in economics
from Dartmouth College. Hans currently lives in New York and grew up in Blue Hill, ME.
Tarrus L. Richardson is the co-founder and managing director of ICV Capital Partners. Prior to ICV, Tarrus was an
investment professional at Joseph Littlejohn & Levy, Inc. Prior to JLL, Tarrus was a co-founder of Gold Coast Securities, an
investment bank in Ghana, and was in the mergers and acquisitions group at Salomon Smith Barney. He holds a BS degree
in accounting from Purdue University and an MBA from Harvard Business School.
Elliot Ross is currently a JD candidate at the Fordham School of Law. Prior to law school, Elliot was an analyst at Gruppo,
Levey & Co., an independent private investment banking firm, where he focused on mergers & acquisitions in the consumer,
media, multi-channel retail & marketing services sectors. Prior to joining GLC, Elliot worked as a Senior Associate at Ernst &
Young LLP where he was responsible for conducting and supervising audits of large private equity complexes. Elliot received
a B.B.A. with a dual concentration in Finance and Accounting from the Goizueta Business School of Emory University and an
M.S. in accountancy from the McIntire School of Commerce of the University of Virginia. Elliot is a Certified Public
Nathaniel Schwartz is an Associate at General Atlantic, a global growth equity firm, where he focuses on investments in the
Healthcare sector. Nathaniel joined General Atlantic's New York office in 2009. Prior to joining GA, Nathaniel was an
investment banking analyst in Credit Suisse's Financial Sponsors Group where he worked with private equity clients on
structuring leveraged buyouts, refinancings and portfolio monetizations in a variety of industries. Nathaniel graduated cum
laude from Princeton University with an A.B. in Politics.
Scott Shiao joined Sanford C. Bernstein in October 2007, working with the Global Technology Strategy and US
Semiconductor Research Teams. Before joining the firm, he worked at Banc of America Securities, the investment bank
division of Bank of America, as a Technology Analyst for its Electronic Trading Services division. He actively volunteers in the
NYPD Auxiliary Program, where he serves as a Field Training Officer. He has a BS in Computer Science and BA in
Economics from the University of Illinois at Urbana-Champaign.
Nirav Shroff is a Fellow at Dasra, a Mumbai-based venture philanthropy firm directing donors and providing management
expertise to non-profits across India. Prior to Dasra, Nirav spent four years working in New York. Most recently, he was an
Associate with Eos Partners, a multi-strategy investment fund. At Eos, Nirav worked on the private equity team and both
evaluated investment opportunities across several industries and worked closely with portfolio companies. Before he joined
Eos Partners in 2007, Nirav worked as an Analyst in the Consumer, Healthcare and Retail Investment Banking Group at
JPMorgan. While living in New York, he was very involved with StreetWise Partners, a non-profit organization building
mentoring relationships between volunteer business professionals and low-income adults to develop workplace skills, as both
a mentor and program officer. Nirav is originally from Houston, Texas and graduated with Honors from the University of
Texas at Austin with a BBA in Finance.
Rachel Tronstein is the Clinton Global Initiative (CGI) commitments manager. She joined CGI in August 2007 to help out the
commitments team with their on-site logistics at the annual meeting. Before coming to CGI, Rachel was with The Princeton
Review, managing a pilot periodic assessment program in 300 New York City public schools. These schools receive greater
flexibility and control in exchange for improved student performance. This program has since been expanded throughout all
NYC schools. Before her time at The Princeton Review, Rachel worked at the Social Science Research Council (SSRC). At
the SSRC, Rachel did research on the transformation in the financing of higher education worldwide (funded by the Ford
Foundation), and on promising models in interdisciplinary graduate education (funded by the National Science Foundation
and Teagle Foundation). Rachel moved to New York in 2004 right after a short stint with the Kerry campaign in Columbus.
Rachel has an MSc from the London School of Economics, where she studied international political economy. Rachel spent
six months studying and teaching at Beijing University before she moved to London. Rachel is also a very proud Michigan
Wolverine, and was the University of Michigan student body president. Rachel loves hiking and skiing, and is looking to finally
compete in a triathlon this summer.
Alisa Valderrama is the Executive Director of the EcoNext Alliance and managing partner of Ardis Capital Advisors, an
investment fund focused on financing energy efficiency retrofits. Previously, she worked on the Finance team with the Clinton
Climate Initiative. Alisa earned a B.A. from the University of Pennsylvania, and holds a law degree from the University of
Southern California and a Masters in International Law from the London School of Economics. Prior to law school, Alisa
spent two years at the World Bank based in Washington and during law school worked on the United Nations' Independent
Inquiry Committee. Alisa is from San Diego, CA.
Robbert Vorhoff is a Vice President at General Atlantic, a global growth equity firm, where he focuses on investments in the
Healthcare sector. He joined General Atlantic as an Associate in 2003 and works in the Greenwich and New York offices.
Previously, Robbert worked for Greenhill & Co. in New York as an Analyst in the Mergers & Acquisitions and Restructuring
advisory groups, and then as an Associate in the firm’s private equity group, Greenhill Capital Partners, where he focused on
investments in financial services, energy and for-profit education. Robbert received a B.S. in Commerce with a concentration
in Finance from the McIntire School of Commerce at the University of Virginia. While at UVA, he was awarded the William M.
Shermet Scholarship by the McIntire faculty on the basis of academic performance, character and leadership. Robbert
remains actively involved with the University of Virginia as the Co-Chair of the McIntire Young Alumni Council. He is also
involved with a number of non-profit organizations in the New York community, including Student Sponsor Partners and
David Waldman is currently a Senior Analyst at The Advisory Board Company, where he works in the Corporate
Development group focusing on business development, joint ventures, partnerships, and mergers & acquisitions. Prior to
working at The Advisory Board, he worked at Ska Capital Private Equity in Tbilisi, Georgia as a founding associate. Also,
David continues to serve as an advisor to Pheasant’s Tears Winery, a boutique winery he co-founded in 2007 in the Republic
of Georgia. David received a B.A. with Honors in World Politics & Economics from Hamilton College, magna cum laude,
where he was elected to Pi Sigma Alpha and was a recipient of the Judge John Wells Fellowship.
Josh Warren is an associate in the financial institutions group of Skadden Arps Slate Meagher & Flom LLP. He graduated
from Dartmouth College with a double-major in Philosophy and History and served as President of his class for two years. He
received a JD from NYU Law School where he was a staff editor of the NYU Journal of Law & Business. Prior to law school
he worked on the staff of Sen. John Kerry for 4 years.
Brandon Warshaw is a Senior Analyst with Nielsen BASES, where he focuses on new consumer product development. Prior
to that, he worked at a law firm and the White House in Washington, DC. He graduated cum laude from the Case Western
Reserve University School of Law, and earned his BA in Political Economy from Tulane University. When he is not working,
he enjoys traveling with his wife, playing with their dog, and boating.
Eric Wilmes currently works at Friedman Fleischer Lowe, and was the former director of Centre Partners. Prior, he worked at
Morgan Stanley, where he was in the merchant banking division. He has experience serving on the Boards of American
Seafoods, International Imaging Materials, Uno Chicago Grill, and Centre Pacific Management. Eric graduated from Williams
College with a BA in economics, and was a teaching assistant at the graduate program at Williams Center for development
economics. Eric has traveled extensively, including crossing the Atlantic by freighter and Siberia by train.