取締役会

Executive Officer Audit Committee Nominating and Corporate Governance Committee Compensation Committee

Harvey M. Schwartz

Chief Executive Officer and Director

Harvey M. Schwartz

Chief Executive Officer and Director
ニューヨーク(ニューヨーク州)

Harvey M. Schwartz is the Chief Executive Officer of Carlyle and member of the Board of Directors. He has served in such capacity since February 15, 2023, and is based in New York.
 
Mr. Schwartz formerly worked at Goldman Sachs from 1997 to 2018, with his last position being President and Co-Chief Operating Officer. He also held numerous senior leadership positions including Chief Financial Officer and Global Co-Head of the Securities Division. Mr. Schwartz started his career at J. B. Hanauer & Co., and then moved to First Interregional Equity Corporation. In 1989, he joined Citigroup, where he worked in the firm's credit training program and developed a specialty in structuring commodity derivatives.
 
He serves as the Group Chairperson and Non-Executive Director of The Bank of London, a clearing and payments bank with operations in London and New York City. Mr. Schwartz also serves on the board of SoFi Technologies, Inc., a San Francisco-based fintech company, and One Mind, a nonprofit that accelerates collaborative research and advocacy to enable all individuals facing brain health challenges to build healthy, productive lives. He is involved in a range of investment and philanthropic endeavors that include a focus on mental health and developing future business leaders, including women and young people seeking a career in finance.
 
Mr. Schwartz earned his BA from Rutgers University, where he is a member of the university’s Board of Governors and its Hall of Distinguished Alumni. He received his MBA from Columbia University. 

William E. Conway, Jr.

Co-Founder and Co-Chairman of the Board

William E. Conway, Jr.

Co-Founder and Co-Chairman of the Board
ワシントンD.C.

Mr. Conway is a Co-Founder and Co-Chairman of the Board. Mr. Conway was elected to our Board of Directors effective July 18, 2011. Previously, Mr. Conway served as our Interim Chief Executive Officer, Co-Chief Executive Officer and Chief Investment Officer. Prior to forming Carlyle in 1987, Mr. Conway was the Senior Vice President and Chief Financial Officer of MCI Communications Corporation (“MCI”). Mr. Conway was a Vice President and Treasurer of MCI from 1981 to 1984. Mr. Conway is former Chairman of the Board of Trustees of Johns Hopkins Medicine and a former trustee and Vice Chairman of the Board of Trustees of the Catholic University of America. He previously served as chairman and/or director of several public and private companies in which Carlyle had significant investment interests. Mr. Conway received his BA from Dartmouth College and his MBA in finance from The University of Chicago Booth School of Business.

David M. Rubenstein

Co-Founder and Co-Chairman of the Board

David M. Rubenstein

Co-Founder and Co-Chairman of the Board
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Mr. Rubenstein is Co-Founder and Co-Chairman of the Board. He was elected to our Board of Directors effective July 18, 2011. Previously, Mr. Rubenstein served as Co-Chief Executive Officer of Carlyle.

Mr. Rubenstein is a Baltimore native and is the Chairman and CEO of Major League Baseball’s Baltimore Orioles.

Prior to forming Carlyle in 1987, Mr. Rubenstein practiced law in Washington, D.C. with Shaw, Pittman, Potts & Trowbridge LLP (now Pillsbury Winthrop Shaw Pittman LLP). From 1977 to 1981, Mr. Rubenstein was Deputy Assistant to the President for Domestic Policy. From 1975 to 1976, he served as Chief Counsel to the U.S. Senate Judiciary Committee’s Subcommittee on Constitutional Amendments. From 1973 to 1975, Mr. Rubenstein practiced law in New York with Paul, Weiss, Rifkind, Wharton & Garrison LLP.

Among other philanthropic endeavors, Mr. Rubenstein is Chairman of the Boards of the John F. Kennedy Center for the Performing Arts, the Council on Foreign Relations, the National Gallery of Art, the Economic Club of Washington, and the University of Chicago; a Trustee of Memorial Sloan-Kettering Cancer Center, Johns Hopkins Medicine, the Institute for Advanced Study, the National Constitution Center, the Brookings Institution, and the World Economic Forum; and a Director of the Lincoln Center for the Performing Arts and the American Academy of Arts and Sciences. Mr. Rubenstein is a member of the American Philosophical Society, Business Council, Harvard Global Advisory Council, Madison Council of the Library of Congress, Board of Dean’s Advisors of the Business School at Harvard, Advisory Board of the School of Economics and Management at Tsinghua University, and Board of the World Economic Forum Global Shapers Community.

Mr. Rubenstein is a magna cum laude graduate of Duke University, where he was elected Phi Beta Kappa. Following Duke, Mr. Rubenstein graduated from the University of Chicago Law School, where he was an editor of the Law Review.

Daniel A. D'Aniello

Co-Founder and Chairman Emeritus

Daniel A. D'Aniello

Co-Founder and Chairman Emeritus
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Mr. D’Aniello is a Co-Founder and Chairman Emeritus of Carlyle. He has served on our Board of Directors since the Board’s inception on July 18, 2011, serving as Chairman from 2012 until January 1, 2018. Prior to forming Carlyle in 1987, Mr. D’Aniello was the Vice President for Finance and Development at Marriott Corporation for eight years. Before joining Marriott, Mr. D’Aniello was a financial officer at PepsiCo, Inc. and Trans World Airlines. Mr. D'Aniello served in the United States Navy from 1968 through 1971 during which time he was a Distinguished Naval Graduate of Officer Candidate School, Newport R.I.; a Supply Officer (LTJG) aboard the USS Wasp (CVS 18); and in 2016, Mr. D'Aniello was awarded the designation of Lone Sailor by the U.S. Navy Memorial Foundation. Mr. D’Aniello is Chairman of the American Enterprise Institute for Public Research; Co-Chairman of the Institute for Veterans and Military Families; Chairman of the Wolf Trap Foundation of the Performing Arts; an Advisor to the John Templeton Foundation; a founding Trustee of the Lumen Institute; and a Lifetime Member of the Board of Trustees of Syracuse University, a member of the Chancellor’s Council and the Corporate Advisory Council to the Martin J. Whitman School of Management. Mr. D’Aniello previously served as chairman and/or director of several private and public companies in which Carlyle had significant investment interests. Mr. D’Aniello is a 1968 magna cum laude graduate of Syracuse University, where he was a member of Beta Gamma Sigma, and a 1974 graduate of the Harvard Business School, where he was a Teagle Foundation Fellow.

Sharda Cherwoo

ディレクター

Sharda Cherwoo

ディレクター

Ms. Cherwoo was elected to our Board of Directors effective June 1, 2023, and is a member of the Audit Committee. Ms. Cherwoo spent her entire, nearly 40-year career at Ernst & Young ("EY"), with a specialized industry focus on private equity, financial services, health care, and emerging disruptive technologies, across diverse industries. Most recently, she served as EY’s Americas Intelligent Automation Leader and Partner, a role in which she spearheaded and founded the company’s intelligent automation strategy focused on robotic process automation ("RPA") and artificial intelligence ("AI"), leading to talent development and transformation. She led and built a billion-dollar, market-leading digital transformation business, and worked with global clients and teams across diverse industries in more than 20 countries. During her EY tenure, Ms. Cherwoo also served as a Senior Advisory Partner in EY’s Private Equity practice group, from 2009 and served financial services clients as a Global Client Service Partner and Global Tax Account Leader, from 1991. From 2001 to 2004, Ms. Cherwoo served as the founding Chief Executive Officer of EY’s Global Shared Services operations in Bangalore, India, which was EY’s first global offshoring center for client-facing operations.

Ms. Cherwoo currently serves on the board of World Kinect Corporation and is a former board member of Doma Holdings Inc. and World Quantum Growth Acquisition Corporation. In addition, Ms. Cherwoo has been an Executive in Residence at Columbia Business School since 2023, a member of the Advisory Board of Land O’Lakes Inc. since 2020, a Board Director of Tax Analysts since 2020, a board member of the National Association of Corporate Directors – New York Chapter since 2021, and a member of the Board of Trustees of International House of New York since 2008.

Ms. Cherwoo is a Certified Public Accountant and holds a B.Sc. in Accounting as Valedictorian from Sacred Heart University in Fairfield, Connecticut. Ms. Cherwoo has also attended Executive Education programs at Harvard Business School for Strategic Leadership for EY Partners and at Northwestern University, Kellogg School of Management.

Linda H. Filler

ディレクター

Linda H. Filler

ディレクター

Ms. Filler was elected to our Board of Directors effective April 1, 2022, and is a member of the Nominating and Governance Committee. Ms. Filler retired as President of Retail Products, Chief Marketing Officer, and Chief Merchandising Officer at Walgreen Co. in 2017. Prior to Walgreen Co, Ms. Filler served in Executive Vice President roles at Walmart and at Kraft Foods. Prior to Kraft, Ms. Filler served a long tenure at Hanesbrands, including Group CEO roles of its largest branded apparel businesses. Ms. Filler is Lead Independent Director at Danaher Corporation, where she has served as a Director since 2004. She serves as Chair of the Nominating & Governance Committee and on the Science & Technology Committee. Ms. Filler also serves as Chair of Veralto Corporation, and on its Compensation Committee. Among other philanthropic activities, Ms. Filler serves as Chair of the Development Committee for the Chicago Public Library Foundation, and on the Foundation’s Executive Committee. Ms. Filler earned an MBA from Harvard Business School and an MS from the University of North Texas.

Lawton W. Fitt

Lead Independent Director

Lawton W. Fitt

Lead Independent Director

Ms. Fitt was elected to our Board of Directors effective May 2, 2012, serves as our Lead Independent Director, is the Chairperson of the Nominating and Corporate Governance Committee, and a member of the Audit and Compensation Committees. Ms. Fitt served as Secretary (CEO) of the Royal Academy of Arts in London from October 2002 to March 2005. Prior to that, Ms. Fitt was a partner with Goldman Sachs & Co. Ms. Fitt is currently a director of Ciena Corporation (where she serves as chair of the Audit Committee) and The Progressive Corporation (where she serves as Chairperson, and serves on the Investment and Capital Committee and as chair of the Nominating and Governance Committee). Ms. Fitt is a former director of Micro Focus International, ARM Holdings PLC, and Thomson Reuters. She is also a trustee or director of several not-for-profit organizations including the Goldman Sachs Foundation. Ms. Fitt earned her AB in history at Brown University and her MBA from the Darden School of the University of Virginia.

James H. Hance, Jr.

Operating Executive and Director

James H. Hance, Jr.

Operating Executive and Director

Mr. Hance is an Operating Executive of Carlyle and a member of our Board of Directors. Mr. Hance was appointed to our Board of Directors effective May 2, 2012. Mr. Hance joined Carlyle in November 2005 as an Operating Executive and has worked primarily in our Global Credit segment and the financial services sector. Prior to joining Carlyle in 2005, Mr. Hance served as Vice Chairman of Bank of America from 1993 until his retirement on January 31, 2005 and served as Chief Financial Officer from 1988 to 2004. Prior to joining Bank of America, Mr. Hance spent 17 years with Price Waterhouse (now Pricewaterhouse Coopers LLP). Mr. Hance is currently a director of Acuity Brands Inc. (where he serves as the Lead Independent Director and on the Audit Committee and Governance Committee).  Mr. Hance is a former director of Ford Motor Company, Sprint Nextel Corporation, Morgan Stanley, Duke Energy Corporation, Cousins Properties, Parkway, Inc. and Bank of America Corporation.  Mr. Hance serves as Emeritus Trustee on the Board of Trustees at Washington University in St. Louis and as Chairman of the Board of Trustees at Johnson & Wales University in Providence, RI. Mr. Hance graduated from Westminster College and received an MBA from Washington University in St. Louis. He is a certified public accountant.

Mark S. Ordan

ディレクター

Mark S. Ordan

ディレクター

Mr. Ordan was elected to our Board of Directors effective April 1, 2022, and is a member of the Compensation Committee. Mr. Ordan served as Executive Chair of Pediatrix Medical Group from January 1, 2023 through June 30, 2023, and continues to serve as Non-Executive Chair of its Board. Mr. Ordan formerly served as Chief Executive Officer of Pediatrix Medical Group from July 2020 through December 2022. Prior to joining Pediatrix Medical Group, Mr. Ordan founded and served as Chief Executive Officer of Quality Care Properties after serving as founding Chief Executive Officer of Washington Prime Group. Mr. Ordan has held a number of CEO roles including at Sunrise Senior Living, The Mills Corporation, and Balducci’s, and was founder and CEO of Fresh Fields Markets, which he later merged with Whole Foods Markets. Mr. Ordan is the Board Chair of the U.S. Chamber of Commerce. Mr. Ordan received his BA from Vassar College, and his MBA from Harvard Business School. He serves on the boards of Vassar College and Holton-Arms School.

Derica W. Rice

ディレクター

Derica W. Rice

ディレクター

Mr. Rice was appointed to our Board of Directors effective March 8, 2021, and is a member of the Audit and Compensation Committees. Mr. Rice served as executive vice president of CVS Health and President of CVS Caremark, the pharmacy benefits management business of CVS Health, from March 2018 to February 2020. Previously, he held various executive positions at Eli Lilly and Company, most recently executive vice president of Global Services and chief financial officer from 2006 to 2017. Mr. Rice is currently a director of Bristol-Meyers Squibb Company (where he serves on the Audit Committee and the Compensation and Management Development Committee), Target Corporation (where he serves on the Audit and Finance Committee and the Infrastructure and Investment Committee) and The Walt Disney Company (where he serves on the Audit Committee). Mr. Rice received his Bachelor of Science degree in Electrical and Electronics Engineering from Kettering University and an MBA from Indiana University.

William J. Shaw

ディレクター

William J. Shaw

ディレクター

Mr. Shaw was elected to our Board of Directors effective May 2, 2012 and is the Chairperson of the Audit Committee.

Mr. Shaw was the Vice Chairman of Marriott International, Inc. until his retirement in March 2011. Prior to becoming Vice Chairman of Marriott, Mr. Shaw served as President and Chief Operating Officer of Marriott from 1997 until 2009. Mr. Shaw joined Marriott in 1974 and held various positions, including Corporate Controller, Corporate Vice President, Senior Vice President-Finance, Treasurer, Chief Financial Officer, Executive Vice President and President of Marriott Service Group. Prior to joining Marriott, Mr. Shaw worked at Arthur Andersen & Co. Mr. Shaw is Chairman of the Board of Directors of Marriott Vacations Worldwide Corporation, a Director of DiamondRock Hospitality (where he serves as Chairman of the Audit Committee and serves on the Compensation Committee and Nominating and Corporate Governance Committee) and is a former member of the Board of Trustees of three funds in the American Family of mutual funds from 2009 to 2015. Mr. Shaw serves on the Board of Trustees of the University of Notre Dame.

Mr. Shaw graduated from the University of Notre Dame and received an MBA from Washington University in St. Louis.

Anthony Welters

ディレクター

Anthony Welters

ディレクター

Mr. Welters was elected to our Board of Directors effective October 27, 2015, and is the Chairperson of the Compensation Committee, as well as a member of the Nominating and Corporate Governance Committee. He is Founder, Chairman and CEO of CINQCARE Inc., a physician-led, community-based ambulatory care delivery system that delivers whole person care in the home, whenever possible, to Black and Brown communities. He is Executive Chairman of the BlackIvy Group, an organization focused on building and growing commercial enterprises in Sub-Saharan Africa, and Chairman of Somatus, Inc., a value-based kidney care company. Mr. Welters founded AmeriChoice in 1989 and upon acquisition by UnitedHealth Group (UHG) in 2002, joined UHG serving as Senior Adviser to the Office of the CEO, Executive Vice President and Member of the Office of the CEO, retiring in 2016. He currently serves on the public boards of Loews Corporation and Gilead Sciences, Inc. Mr. Welters is Trustee Emeritus of Morehouse School of Medicine Board of Trustees, Chairman Emeritus of the Board of New York University School of Law, Vice Chairman of the Board of New York University, a Trustee of NYU Langone Medical Center, Vice Chair of the John F. Kennedy Center for the Performing Arts and a founding member of the National Museum of African American History and Culture.

リーダーシップ

Executive Officer

Harvey M. Schwartz

Chief Executive Officer and Director

Harvey M. Schwartz

Chief Executive Officer and Director
ニューヨーク(ニューヨーク州)

Harvey M. Schwartz is the Chief Executive Officer of Carlyle and member of the Board of Directors. He has served in such capacity since February 15, 2023, and is based in New York.
 
Mr. Schwartz formerly worked at Goldman Sachs from 1997 to 2018, with his last position being President and Co-Chief Operating Officer. He also held numerous senior leadership positions including Chief Financial Officer and Global Co-Head of the Securities Division. Mr. Schwartz started his career at J. B. Hanauer & Co., and then moved to First Interregional Equity Corporation. In 1989, he joined Citigroup, where he worked in the firm's credit training program and developed a specialty in structuring commodity derivatives.
 
He serves as the Group Chairperson and Non-Executive Director of The Bank of London, a clearing and payments bank with operations in London and New York City. Mr. Schwartz also serves on the board of SoFi Technologies, Inc., a San Francisco-based fintech company, and One Mind, a nonprofit that accelerates collaborative research and advocacy to enable all individuals facing brain health challenges to build healthy, productive lives. He is involved in a range of investment and philanthropic endeavors that include a focus on mental health and developing future business leaders, including women and young people seeking a career in finance.
 
Mr. Schwartz earned his BA from Rutgers University, where he is a member of the university’s Board of Governors and its Hall of Distinguished Alumni. He received his MBA from Columbia University. 

Charles Andrews

Chief Accounting Officer

Charles Andrews

Chief Accounting Officer
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Charles Andrews is the Chief Accounting Officer of Carlyle and has served in such capacity since 2020. He is based in Washington, D.C.

Since joining Carlyle in 2015, Chas has also served as Carlyle’s Corporate Controller and Director of Accounting Policy and SEC Reporting. Prior to joining Carlyle, Charles was with Ernst & Young LLP in the Assurance Services practice and with Navigant Consulting, Inc. in the Disputes & Investigations practice. He is a graduate of Virginia Tech.

Ruulke Bagijn

Global Head of Investment Solutions, Carlyle | AlpInvest

Ruulke Bagijn

Global Head of Investment Solutions, Carlyle | AlpInvest
ニューヨーク(ニューヨーク州)

As Head of The Carlyle Group’s Global Investment Solutions, one of the firm’s three business segments, Ruulke Bagijn is part of the leadership team of one of largest global investment firms in the world. She also serves as Chair of the Board of AlpInvest, Carlyle’s dedicated private equity primary fund, co-investment, and secondary solutions platform with $80 billion AUM (per Q1 2024) and investment professionals in New York, San Francisco, London, Amsterdam, Hong Kong, and Singapore. In addition, Ms. Bagijn is a member of the AlpInvest Global Investment Committee, which makes all investment decisions in Europe, North and Latin America, Asia, and Australia on behalf of its 450+ investors worldwide.
 
Based in New York, Ms. Ruulke has 20+ years of experience in global investments and a deep knowledge of private capital portfolios. She joined AlpInvest from AXA Investment Managers – Real Assets, where she was the Global Head of Real Assets Private Equity and a member of its Management Board. Before that, she was Co-Chief Investment Officer of Investment Management and Chief Investment Officer of Private Markets at PGGM, with direct responsibility for managing investments in infrastructure, hedge funds, structured credit, private equity, insurance-linked securities, and private real estate, and held senior roles at ABN AMRO.  
 
A passionate advocate of the business case for diversity, including involving more women in private equity, Ms. Bagijn has been named a Wall Street Journal Pro PE ‘Woman to Watch,’ sits on the Carlyle Diversity & Inclusion Council and is an inaugural member of the Milken Institute’s Center for Inclusive Capitalism. Born in the Netherlands, she was also the inaugural chair of the Dutch committee of Level 20, the not-for-profit body established to inspire women to join and succeed in the Private Equity industry in the Netherlands. 
 
Ruulke received an MSc in economics from Erasmus University Rotterdam, is a CFA charterholder, and serves as a Board member of the Netherland-America Foundation (NAF), which supports high-impact exchange between the two countries.

Brian A. Bernasek

Co-Head of Americas Corporate Private Equity

Brian A. Bernasek

Co-Head of Americas Corporate Private Equity
ワシントンD.C.

Brian A. Bernasek is a Partner and Co-Head of Americas Corporate Private Equity at Carlyle. Carlyle’s Americas Corporate Private Equity business has $70 billion in assets under management with diversified investments spanning industries, geographies, and strategies. He is also a member of Carlyle's Leadership Committee and serves on several firm investment committees.

Mr. Bernasek previously served as Co-Head of US Buyout and Growth as well as Head of the Global Industrial team at Carlyle. He joined Carlyle in 2000 and previously held positions in New York with Investcorp International, a private equity firm, and Morgan Stanley & Co., in its Investment Banking Division.

Mr. Bernasek has served as a director on the board of several Carlyle investments, including Allison Transmission, Atotech, HD Supply, The Hertz Corporation, Novolex and Signode Industrial Group. He currently serves as a director on the Board of Nouryon and ManTech International. He is also a past Chairman of the Board of Directors of the Washington Jesuit Academy.

Mr. Bernasek is a graduate of the University of Notre Dame and received his M.B.A. from Harvard Business School.

Shane Clifford

Head of Global Wealth

Shane Clifford

Head of Global Wealth
ニューヨーク(ニューヨーク州)

Shane Clifford is a Managing DirectorPartner and Head of Global Wealth at Carlyle. He is based in New York. He is also a member of Carlyle’s Leadership Committee.

He has over 20 years of industry experience leading business development and strategy for large alternative assets and financial services firms. Prior to joining Carlyle, he was a Senior Managing Director at Franklin Templeton where he was responsible for the global growth strategy and business development of their suite of alternatives offerings. 

Previously, Mr. Clifford held several senior leadership and business development positions at Legg Mason subsidiaries, including Global Head of Corporate Strategy at EnTrustPermal as well as Global Head of Business Development at Permal Group, where he built and managed the global business development team, including sales, investor relations, client service and marketing. 

He began his career at Merrill Lynch before working for BlackRock in the U.S., UK, Middle East and Latin America. 

Mr. Clifford is a graduate of the University of Limerick, Ireland, and holds an MBA from the Boston University Graduate School of Management.

Jeffrey W. Ferguson

General Counsel

Jeffrey W. Ferguson

General Counsel
ワシントンD.C.

Jeffrey W. Ferguson is a Managing Director and the firm’s General Counsel. Mr. Ferguson is based in Washington, DC. 

Mr. Ferguson joined Carlyle in 1999. In his capacity as the global General Counsel of Carlyle, he serves as the head of the firm’s legal and compliance functions. He is also a member of Carlyle’s Executive, Operating, and Risk Committees. 

Prior to joining Carlyle, Mr. Ferguson worked as an attorney with Latham & Watkins and Vinson & Elkins. Mr. Ferguson received his law degree from University of Virginia School of Law in 1991. He also received an undergraduate degree in political science from University of Virginia, where he was a member of Phi Beta Kappa. Mr. Ferguson is a member of the bars of the District of Columbia and Virginia.

Christopher Finn

シニア アドバイザー

Christopher Finn

シニア アドバイザー
ワシントンD.C.

Mr. Finn is the Chief Operating Officer of Carlyle and has served in that capacity since March 2019. Prior to March 2019, Mr. Finn served as a Managing Director and Global Head of Operations. Previously, Mr. Finn was based in Carlyle’s London office and served as Chief Operating Officer of Carlyle’s Corporate Private Equity business segment since 2014 and of Carlyle’s Global Credit business segment since 2016. Mr. Finn joined Carlyle in 1996 as a Managing Director.

Prior to joining Carlyle in 1996, Mr. Finn served as Executive Vice President of the Overseas Private Investment Corporation (OPIC), the U.S. Government agency that provides financing to U.S. investors in the developing world. Mr. Finn is an honors graduate of Harvard College.

 

Daniel Harris

Head of Public Investor Relations

Daniel Harris

Head of Public Investor Relations
ニューヨーク(ニューヨーク州)

Daniel Harris is a Partner and leads Carlyle’s Public Investor Relations and Financial Planning & Analysis team. He is based in New York City. He is also a member of Carlyle's Leadership Committee.

Prior to joining Carlyle, Mr. Harris was a Senior Analyst in Equity Research at Goldman Sachs, and prior to that worked in equity research at J.P. Morgan and corporate strategy at Oliver Wyman.

Mr. Harris received an MBA from the University of Chicago Booth School of Business, and a Bachelor of Science from Rutgers University.

Mr. Harris holds the Chartered Financial Analyst (CFA) designation.

Sandra Horbach

Chair of Americas Corporate Private Equity

Sandra Horbach

Chair of Americas Corporate Private Equity
ニューヨーク(ニューヨーク州)

Sandra Horbach is a Partner and the Chair of Americas Corporate Private Equity at Carlyle, based in New York. In this role, she serves on the investment committees of Carlyle’s US Corporate Private Equity (CPE) funds, supports the management of new and existing investments, provides valuable advice and insights to the CPE teams, and helps drive several of the firm's strategic growth initiatives including expanding Carlyle’s Private Equity products in the Wealth channel and the integration of Artificial Intelligence and data analytics into investment strategies.

Previously, she was Co-Head of Americas Corporate Private Equity, overseeing more than $70B in assets under management. Since joining Carlyle in 2005, she had led major investments across various industries. Ms. Horbach is a founding member of Carlyle’s Diversity, Equity and Inclusion Council and has been a leader in championing diversity in the private equity industry.

Prior to joining Carlyle, Ms. Horbach spent 18 years at the private equity firm Forstmann Little. In 1992, she became the first woman to be named a partner at a major private equity firm. Prior to Forstmann Little, Ms. Horbach spent two years at Morgan Stanley in the M&A department. She earned her MBA from Stanford University and her BA in Chinese Studies from Wellesley College, where she graduated Phi Beta Kappa and summa cum laude. She studied at Fudan University in Shanghai in 1980 and at the National University of Taipei in 1983.

Over the course of her career, Ms. Horbach has served on many corporate and non-profit boards. She currently serves as a director on the Board at Hexaware, and as a Trustee at Rockefeller University and Wellesley College. Ms. Horbach was a member of Stanford’s Graduate School of Business Advisory Council for 15 years, including serving as Chair for four years. Ms. Horbach has been recognized in the Barron’s 100 Most Powerful Women in Finance list since its inception and the Yahoo! Finance HERoes Top 100 Women Executives List in 2020 and 2021.

Mark Jenkins

Head of Global Credit

Mark Jenkins

Head of Global Credit
ニューヨーク(ニューヨーク州)

Mark Jenkins is a Managing Director and Head of Global Credit. He is also a member of Carlyle's Leadership Committee. He is based in New York.

Prior to joining Carlyle, Mr. Jenkins was a Senior Managing Director at CPPIB and responsible for leading CPPIB’s Global Private Investment group. He was Chair of the Credit Investment Committee, Chair of the Private Investments Committee and also managed the portfolio value creation group. While at CPPIB, Mr. Jenkins founded CPPIB Credit Investments, which is a multi-strategy platform making direct principal credit investments. He also led CPPIB’s acquisition and oversight of Antares Capital and the subsequent expansion in middle market lending. Prior to CPPIB, he was Managing Director, Co-Head of Leveraged Finance Origination and Execution for Barclays Capital in New York. Before Barclays, Mr. Jenkins worked for 11 years at Goldman Sachs & Co. in senior positions within the Fixed Income and Financing groups in New York.

Mr. Jenkins earned a B.Comm degree from Queen’s University. He served on the boards of Wilton Re, Teine Energy, Antares Capital and Merchant Capital Solutions.

Jennifer Barker

Chief Human Resources Officer

Jennifer Barker

Chief Human Resources Officer
ロンドン(英国)

Jennifer Barker is the Chief Human Resources Officer. She is also a member of Carlyle’s Leadership and Operating Committees. She is based in London.

Previously, Ms. Barker was International Head of Human Capital, where she partnered with businesses across Europe and Asia to ensure their HR objectives are aligned to the business strategy. She also provided advisory services to Carlyle investment teams, specializing in maximizing organizational, operational and leadership effectiveness across Carlyle’s European portfolio of companies, partnering with the CEO’s, CHRO’s and their Management Teams.

Ms. Barker has over 25 years of experience in talent related roles. Prior to joining Carlyle, Ms. Barker spent eleven years in Human Resources at Credit Suisse where she held a number of regional HR Business Partner roles and served as head of diversity and inclusion for EMEA. Prior to Credit Suisse, Ms. Barker worked as the Business Partner in the investment divisions of Merrill Lynch and Citigroup.

Heather Mitchell

Chief Risk Officer and Head of EMEA

Heather Mitchell

Chief Risk Officer and Head of EMEA
ロンドン(英国)

Heather Mitchell is a Partner, Managing Director and Head of the firm’s EMEA region. She is also Carlyle’s Chief Risk Officer, chairing the firm’s Risk Committee and global General Counsel for Investments. She is based in London.

In 2023, Ms. Mitchell was included on Private Equity News/Financial News’ list of “Twenty Trailblazing Women” for the second year in a row. In 2023 she was feature in the Heroes Women Executive Role Model List for the year. In 2020, 2021 and 2022, Ms. Mitchell was included in the Financial News’ list of 50 Most Influential in European Private Equity. In 2019, 2020 and again in 2021, Ms. Mitchell was named to the 100 Most Influential Women in European Finance by Financial News. In 2019, Ms. Mitchell was named to the inaugural Chambers GC Influencers Global 100. This prestigious list highlights the top 100 most influential in-house lawyers globally, and Ms. Mitchell was singled out as an Industry Pioneer. In 2018 she was named Individual General Counsel of the Year by Legal 500. Ms. Mitchell was named to the GC Powerlist for 2018, 2019 and 2021 whilst also being selected for The Hot 100 list in 2019.

In 2018, Ms. Mitchell and her team were recognised as the Most Innovative In-House Legal team for Developing New Business and Service Delivery Models. They also won the prestigious award of ‘Setting a New Standard’ for In-House Legal Teams at FT’s Innovative Lawyer Awards. In 2018, they also won In-House Team of the Year at the Legal Business Awards and were named to the GC Powerlist for 2018 and 2022.

Since joining Carlyle in 2002, Ms. Mitchell has served in the legal department in a number of roles. She was named General Counsel for Europe in 2005, before being appointed as Managing Director in 2011, and Partner in 2013. For her performance at Carlyle, Ms. Mitchell has received the Award of Outstanding Achievement.

Prior to joining The Carlyle Group, Ms. Mitchell was an associate with the law firm Akin, Gump, Strauss, Hauer & Feld, LLP and she previously worked at Kaiser Group International, Inc. as Vice President, Corporate Counsel.

Ms. Mitchell received her J.D. from the Cornell School of Law and her undergraduate degree from the State University of New York at Binghamton. Ms. Mitchell currently sits as a board member of the Cornell Law School.

Jeff Nedelman

Global Head of Distribution

Jeff Nedelman

Global Head of Distribution
ニューヨーク(ニューヨーク州)

Jeff Nedelman is Global Head of Distribution at Carlyle. He leads the global investor relations team and oversees global distribution across the firm’s three business segments, with a focus on both the institutional and global wealth channels. He is based in New York and is a member of Carlyle’s Leadership and New Products Committees. 
 
Mr. Nedelman was previously a Partner and Senior Managing Director at Certares. He was a member of the Investment Committee and the Management Committee of Certares Management LLC, as well as a member of the Investment Committee and the Management Committee of the CK Opportunities Fund. Prior to joining Certares in 2020, Mr. Nedelman spent over 25 years at Goldman Sachs, most recently as the Co-Chief Operating Officer of Global Equities, where he played a lead role expanding the firm’s financing and execution products and services. He was a member of the Firmwide Client and Business Standards Committee and the Securities Division Executive Committee. Previously, he was Global Head of Prime Services, which included the Prime Brokerage, Clearing (GSEC), and Futures businesses. Prior to that, he was Head of Americas Equity Sales.
 
Mr. Nedelman received a Bachelor of Arts in Political Economy from UC Berkeley and a Master of Business Administration from the Kellogg School of Management at Northwestern University.

John Redett

Chief Financial Officer and Head of Corporate Strategy

John Redett

Chief Financial Officer and Head of Corporate Strategy
ニューヨーク(ニューヨーク州)

John C. Redett is the Chief Financial Officer and Head of Corporate Strategy at Carlyle. He is based in New York.

Mr. Redett joined Carlyle in 2007 as an investor on the Global Financial Services team. He formerly served as the sole Head of Global Financial Services from 2020 to September 2023 and the Co-Head of Global Financial Services from 2016 to 2020.

Mr. Redett is a 25-year veteran of the financial services industry and has been deeply involved in the operations and management of many financial services businesses during his career. He has led or been a key contributor to some of Carlyle’s significant investments across various subsectors of financial services, including Duff & Phelps, TCW, BankUnited, Hilb Group, EPIC, DBRS, Central Pacific Bank, CFGI, Sedgwick, PIB Group, and JenCap. He currently serves on the boards of directors for Hilb Group and NSM Insurance Group. 

Prior to joining Carlyle, Mr. Redett worked at Goldman Sachs from 2005 to 2007, and JPMorgan from 2000 to 2005.

He received an MBA from New York University and a BS from the University of Colorado.

Brian Schreiber

Head of Carlyle Insurance Solutions

Brian Schreiber

Head of Carlyle Insurance Solutions
ニューヨーク(ニューヨーク州)

Mr. Schreiber is a Managing Director and Head of Carlyle Insurance Solutions where he also serves as Chairman of Fortitude Re, Carlyle’s legacy insurance liability solutions platform, and as a board member of Vantage Group Holdings. He is also a member of Carlyle's Leadership Committee.

Mr. Schreiber joined Carlyle in 2016 as Co-head of Carlyle Global Financial Services Partners after spending 20 years at AIG in a variety of senior executive positions, including: Chief Strategy Officer, Deputy Chief Investment Officer, and Global Treasurer, and where he was a member of AIG’s Operating, Group Risk, and Investment Committees.  He served as a board member of United Guaranty, AIG’s mortgage insurance subsidiary, and Varagon Capital, AIG’s middle market direct lending joint venture.

Mr. Schreiber was a key member of AIG’s executive leadership team that engineered and executed AIG’s successful restructuring and recapitalization. He led AIG’s divestiture, hedging and capital markets activities coming out of the financial crisis, executing over 120 transactions (debt, equity, M&A) and raising over $200 billion. Prior to the crisis, Mr. Schreiber was responsible for leading approximately $60 billion of acquisitions and strategic investments for AIG, including: SunAmerica, American General, and Edison Insurance Japan. 

Prior to AIG, Mr. Schreiber invested in financial services companies for the Bass Brothers, was an investment banker in Lehman Brothers’ Financial Institutions Group, and started his career as a research associate for Booz Allen & Hamilton. 

Mr. Schreiber earned his undergraduate degree from New York University’s Stern School of Business, an MBA from Columbia Business School, and is a member of the Council on Foreign Relations.

Lúcia Soares

Chief Information Officer and Head of Technology Transformation

Lúcia Soares

Chief Information Officer and Head of Technology Transformation
メンローパーク(カリフォルニア州)

Lúcia Soares is the Chief Information Officer and Head of Technology Transformation at Carlyle. In this role, Ms. Soares is responsible for driving the firm’s global technology strategy and leading the firmwide Global Technology Solutions organization. 

Previously, Ms. Soares was Managing Director and Chief Information Officer of Global Portfolio Solutions at Carlyle. Ms. Soares has provided technology advisory to Carlyle investment teams and has worked with portfolio company executive teams leveraging technology to transform business operations and outcomes. In the last two years, Ms. Soares has driven approximately $250 million in value creation for Carlyle’s investments globally through cost savings, cost avoidance, and revenue growth initiatives. She is based in Menlo Park, California. 

Ms. Soares has served as a director on the board of several Carlyle investments including The Hilb Group and Hexaware where her significant contributions include driving data transformation, top-line revenue growth and cost optimization opportunities, and accelerating strategic partnerships to enable company growth and scalability. 

Prior to joining Carlyle in 2019, Ms. Soares was a Managing Director at Health2047 leading venture formations that addressed U.S. healthcare challenges. Before Health 2047, she spent 15 years at Johnson & Johnson, serving in a variety of executive roles. As CIO and board member of multiple high-growth medical device businesses, she created technology strategies to grow and optimize businesses with the use of technology. Ms. Soares began her career working for an early Internet professional services agency, USWeb / marchFIRST, where she partnered with clients to build first-generation web solutions and built the west coast User Experience practice. 

Ms. Soares completed Executive Education coursework at Harvard Business School, and earned an MBA from San Jose State University, a Masters in Literature from UC Santa Cruz, and a B.A. in Foreign Languages from San Jose State University where she graduated Summa Cum Laude.

Megan Starr

Global Head of Corporate Affairs

Megan Starr

Global Head of Corporate Affairs

Megan Starr is the Global Head of Impact for The Carlyle Group. In her role, Ms. Starr works to design and execute Carlyle’s cohesive, long-term impact strategy. She also oversees the dedicated ESG team, which leads the firm’s investment diligence and portfolio company engagement work on material ESG issues.

Prior to joining Carlyle, Ms. Starr was within Goldman Sachs’ Investment Management Division, where she helped build the ESG and impact investing business. Previously, Ms. Starr served in roles at The JPB Foundation, a $3.8B private family foundation based in New York City.

Ms. Starr received an M.B.A. and a Certificate in Public Management and Social Innovation from Stanford University’s Graduate School of Business, where she was an Arbuckle Leadership Fellow, and an A.B. in Environmental Science and Public Policy from Harvard College, where she graduated magna cum laude with highest honors in field of concentration.

James Stavridis

Vice Chair, Global Affairs and Partner

James Stavridis

Vice Chair, Global Affairs and Partner
ワシントンD.C.

Admiral James Stavridis, USN, Ret, is Vice Chair, Global Affairs and a Managing Director - Partner with a focus on international activities and global strategy for Carlyle. He is based in Washington DC.

Prior to joining Carlyle in 2018, Admiral Stavridis served as the 16th Supreme Allied Commander at NATO, with responsibility for Afghanistan, Iraq, Syria, the Balkans, counter-piracy off Africa, the Arctic, and cybersecurity.  Prior to that, he was Commander of US Southern Command, with responsibility for all military activity in Latin America and the Caribbean. Following his 37-years in the military, he served as the 12th Dean of The Fletcher School of Law and Diplomacy at Tufts University for five years.  He is the 12th Chair of the Board of the Rockefeller Foundation, a contributing editor at TIME magazine, and Chief International Analyst for NBC News.

Admiral Stavridis holds a PhD and Masters of Arts in Law and Diplomacy from Tufts University.  He is a graduate of the U.S. Naval Academy and the National War College.

Jason Thomas

Head of Global Research & Investment Strategy

Jason Thomas

Head of Global Research & Investment Strategy
ワシントンD.C.

Jason Thomas is Head of Global Research & Investment Strategy at Carlyle. Mr. Thomas helps to formulate firmwide investment strategies and serves as the Chief Investment Officer for managed accounts and the economic adviser to the firm’s Global Private Equity and Credit Investment Committees. 

Prior to joining Carlyle, Mr. Thomas served on the White House staff as Special Assistant to the President and Director for Policy Development at the National Economic Council. In this capacity, Mr. Thomas acted as the primary adviser to the President for public finance.

Mr. Thomas received a BA from Claremont McKenna College and an MS and PhD in finance from George Washington University, where he studied as a Bank of America Foundation, Leo and Lillian Goodwin Foundation, and School of Business Fellow.

Mr. Thomas has earned the chartered financial analyst designation and is a Financial Risk Manager certified by the Global Association of Risk Professionals.

日本のマネージング・ディレクター

山田 和広

日本共同代表 兼 マネージング ディレクター

山田 和広

日本共同代表 兼 マネージング ディレクター
東京(日本)

住友銀行(現三井住友銀行)に16年間勤務、内12年間はロスアンゼルス支店、情報開発部及び大和SBCM(現大和証券)において、ストラクチャードファイナンス及びM&Aアドバイザリー業務等の投資銀行業務に従事。1995年からは、主に流通小売・アパレル・機械・海外不動産業界にかかるクロスボーダーM&Aアドバイザリー業務担当、主にLazardとの協働で、多数のクロスボーダー案件を成約。

現在はカーライルの日本共同代表兼マネージング ディレクターとしてカーライルの国内投資先全般をサポート。株式会社アサヒセキュリティー、株式会社キトー、株式会社リズム、株式会社学生援護会(現パーソルキャリア株式会社)、コバレントマテリアル株式会社(現クアーズテック株式会社)、AvanStrate株式会社、ウォルブロー株式会社、シンプレクス株式会社、アルヒ株式会社、ウイングアーク1st株式会社、及びマネースクエアHDの支援を主導。2017年から2019年まで日本プライベート・エクイティ協会の会長を務めた。

三共理化学株式会社、株式会社ユーザベースおよび株式会社TOTOKUの非常勤取締役。

同志社大学経済学部卒。国際公認投資アナリスト(R)。スタンフォード大学ビジネス・スクールのスタンフォード・エグゼクティブ・プログラムを2010年に修了。
 

富岡 隆臣

日本共同代表 兼 マネージング ディレクター

富岡 隆臣

日本共同代表 兼 マネージング ディレクター
東京(日本)

日本長期信用銀行に13年勤務。うち9年間は東京及びロサンゼルスにおいてシンジゲートローンのアレンジ業務及び事業戦略アドバイザリー等の企業金融業務に従事。1998年にGE Capital Japanに移籍。日本リース等の買収を担当するとともに、GE Equity Japanの立ち上げに参画。GE Equityの日本代表として、主にGEとの事業シナジーを追求した投資を実行し、4社を上場させた。

現在はカーライルの日本共同代表兼マネージング ディレクターとして、日本におけるカーライルの業績全般に責任を担う。クオリカプス株式会社、株式会社ソラスト(旧株式会社日本医療事務センター)、株式会社おやつカンパニー、三生医薬株式会社、名水美人ファクトリー株式会社(旧九州ジージーシー株式会社)、オリオンビール株式会社、KANAMEL(旧AOI TYO Holdings)株式会社、及び株式会社リガクへの支援を主導し、各社の非常勤取締役として企業価値向上に貢献。

現在、オリオンビール株式会社、株式会社リガク、及び岩崎電気株式会社の非常勤取締役。

早稲田大学法学部卒。米ニューヨーク大学にてMBA取得。

渡辺 雄介

マネージング ディレクター

渡辺 雄介

マネージング ディレクター
東京(日本)

三菱商事株式会社にて、機能性⾷品素材、ニュートラシューティカルズ、プラスチック、石油化学の事業投資、メーカー経営、ターンアラウンドに従事。
2006年にカーライルに参画。現在、マネージング ディレクターとして、日本における消費財・小売ヘルスケア関連の投資先支援の責任者を担う。
もやしとパック野菜の製造を手掛ける名水美人ファクトリー株式会社(旧九州ジージーシー株式会社)、化粧品受託製造・研究開発大手の株式会社トキワ、化粧品容器の設計・開発・製造企業のHCP Packaging、サステイナブルな新世代バイオ素材を開発製造するSpiber株式会社、SupremeGolden Goose Deluxe Brand他グローバルブランド等の支援に関与。
過去には、コバレントマテリアル株式会社(現クアーズテック株式会社)、AvanStrate株式会社、株式会社ツバキ・ナカシマ、シーバイエス株式会社(旧ディバーシー株式会社)等の支援業務に従事。現在、Golden Goose Deluxe Brand JapanSpiber株式会社、HCP Global Limitedの非常勤取締役。

慶應義塾大学経済学部卒。ハーバード・ビジネス・スクールにてMBA取得。


 

小倉 淳平

マネージング ディレクター

小倉 淳平

マネージング ディレクター
東京(日本)

UBSウォーバーグ証券会社(現UBS証券株式会社)の投資銀行本部にて、主に金融機関に対するコーポレートファイナンス業務を担当。在職中、ニューヨークオフィスの金融法人グループに所属し、米銀、資産運用会社向けアドバイザリー業務に従事。

2006年にカーライルに参画。現在、マネージング ディレクターとして国内のTMT(テクノロジー・メディア・テレコム)関連の支援業務を主導。KANAMEL(旧AOI TYO Holdings)株式会社の非常勤取締役、株式会社ユーザベースの非常勤取締役。過去においてアルヒ株式会社、シンプレクス株式会社、ウォルブロー株式会社及び株式会社マネースクエアHDの非常勤取締役、チムニー株式会社及び株式会社ツバキ・ナカシマ非常勤監査役。

慶應義塾大学総合政策学部卒。

寺阪 令司

マネージング ディレクター

寺阪 令司

マネージング ディレクター
東京(日本)

1994年に大蔵省財務省でキャリアをスタートし、6年間勤務。2003年より10年間カーライルに在籍。2013年以降は株式会社ジャパンディスプレイ、ベルリッツコーポレーション、株式会社マレリ(旧カルソニックカンセイ株式会社)など、様々な業界で上級管理職を歴任。

2020年よりカーライルに復帰。現在、マネージング ディレクターとして製造業・一般産業(General Industries)関連の投資先支援業務を主導。星光PMC株式会社の非常勤取締役。過去において株式会社リガクの非常勤取締役。

東京大学法学部卒業。タフツ大学フレッチャー法律外交大学院修了スタンフォード経営大学院修了。

蕪木 学

マネージング ディレクター

蕪木 学

マネージング ディレクター
東京(日本)

日本興業銀行(現みずほフィナンシャルグループ)に10年間勤務し、債券投資及びM&Aアドバイザリー業務に従事。その後10年間ゴールドマン・サックス証券の投資銀行部門にて一般消費財業界や不動産業界を含む様々な業界のM&Aアドバイザリー業務や資金調達業務に従事。その後5年間ローン・スター・ジャパン・アクイジッションズにて企業投資や不動産投資を主導。

2022年にカーライルに参画。現在は星光PMC株式会社の非常勤取締役に従事。過去においてオリオンビール株式会社の非常勤取締役に従事。

東京大学工学部卒。ロチェスター大学にてMBA取得

西澤 利彦

マネージング ディレクター

西澤 利彦

マネージング ディレクター
東京(日本)

UBS証券会社投資銀行本部にて、M&Aアドバイザリー業務や資金調達業務等を担当。また、M&Aアドバイザリーグループの一員として、ロンドン本社に出向し、欧州クライアントに対するM&Aアドバイザリー業務にも従事。帰国後は、M&Aアドバイザリーグループに復帰した後、金融法人グループに所属。生損保業界を中心に、本邦金融機関に対するM&Aアドバイザリー業務や資金調達業務等に従事。

2011年、カーライルに参画。現在は、株式会社エネウィル(旧:JAG国際エナジー株式会社)及び株式会社TOTOKU(旧:東京特殊電線株式会社)の社外取締役を務める。

過去には、コバレントマテリアル株式会社(現クアーズテック株式会社)、ウォルブロー株式会社、株式会社ツバキ・ナカシマ、シーバイエス株式会社(旧ディバーシー株式会社)、アルヒ株式会社(旧SBIモーゲージ株式会社)、センクシア株式会社(旧日立機材株式会社)、三生医薬株式会社、国際航業株式会社に対するアドバイザリー業務全般に従事。また、2019年にはワシントンDC本社のI&T(Industrials & Transportation)チームに出向し、米国における大型カーブアウト案件への投資検討等に従事。

慶應義塾大学総合政策学部卒。

深沢 政彦

マネージング ディレクター 兼 グローバル・ポートフォリオ・ソリューションズ日本責任者

深沢 政彦

マネージング ディレクター 兼 グローバル・ポートフォリオ・ソリューションズ日本責任者
東京(日本)

カーニー(旧A.T.カーニー)に20年近く勤務し、パートナーとして日本代表、グローバル取締役会メンバーおよび戦略・ポートフォリオ委員長などを歴任。グローバルな経営コンサルティングに関する豊富な経験を有し、数多くの産業のグローバル企業および日本企業の事業変革、M&APMIを支援。
その後、東京を拠点にアリックスパートナーズのアジア共同代表や日本共同代表などの要職を務めた後、同社のシニア・アドバイザーに。

20244月、カーライルに参画。マネージング ディレクター兼グローバル・ポートフォリオ・ソリューションズの日本責任者。

2016年より、ふくおかフィナンシャルグループおよび福岡銀行の社外取締役。

一橋大学経済学部卒、マサチューセッツ工科大学経営学修士(MBA)取得。

シニア・アドバイザー陣

※下記は、カーライル・グループの従業員ではなく、外部顧問です

安達 保

シニア アドバイザー

シニア アドバイザー

三菱商事株式会社に10年間勤務。在籍中、1984年から1987年の3年間は第二電電(現KDDI)に出向。同社の立ち上げと長距離電話サービスの開始に貢献。1988年にマッキンゼー・アンド・カンパニーに入社。1995年には同社パートナーに就任し、主に製造業、ハイテク企業の製品市場戦略、企業ビジョンの策定に従事。1997年にGEキャピタル・ジャパンに移籍。東邦生命、日本リースの買収等を担当した後、日本リースオート(現日本GE株式会社GEキャピタル)代表取締役社長に就任。2003年にカーライル・グループに参画、日本代表に就任。同社の日本における事業拡大を主導。2016年6月会長、10月シニアアドバイザーに就任。

201610月から株式会社ベネッセホールディングス代表取締役社長、20206月から同社代表取締役社長 CEO、2021年4月から2022年3月まで同社代表取締役会長 CEOを務めた。

2009年1月から2011年6月まで日本プライベート・エクイティ協会の会長を務める。

東京大学工学部卒。マサチューセッツ工科大学スローン・スクールにてMBA取得。

 

 

青田 広幸

シニア アドバイザー

製造業における約40年の経験を持ち、パナソニック株式会社およびグループ会社にて数々の要職を歴任。2015年~2019年に同社役員、2019年~2021年に常務執行役員、コネクティッドソリューションズ社にて2017年~2020年に副社長、パナソニックスマートファクトリーソリューションズ株式会社にて2015年~2020年に社長を兼任、2020年~2021年に会長を務めた。それ以前は、パナソニックグループにて、オートモーティブ&インダストリアルシステムズ社の事業部長および企画センター所長、情報モータ事業部および乾電池ビジネスユニットの事業部長、アメリカ松下モータ社の社長など、複数の上級管理職を歴任。この間、製造プロセス全体にイノベーションを促進し、業務プロセスの統合や自動化を通じて現場のオペレーションを改善した。

関西学院大学経済学部卒業。

程 近智

シニア アドバイザー

アクセンチュア株式会社に1982年に入社以来、複数の要職を歴任し、2006年~2015年に代表取締役社長、2015年~2017年に取締役会長、2017年~2018年に取締役相談役、2018年~2021年には相談役を務めた。通信、ハイテク、製造、流通などの幅広い業界で数多くのプロジェクトに携わり、日本におけるアクセンチュアの総責任者として事業を牽引。

このほか、日本政府(内閣府、経済産業省、文部科学省)をはじめとする公的機関でのアドバイザリー業務や、2017年~2021年には経済同友会の副代表幹事を務めた経験も有す。また、早稲田大学客員教授、東京大学経営協議会委員、複数社の社外取締役なども務める。

米国スタンフォード大学工学部 卒業 。米国コロンビア大学経営大学院(MBA 修了。

小宮 義則

シニア アドバイザー

1984年通商産業省(現 経済産業省)に入省。同省に30年以上在籍し、長く政府要職を歴任。

経済産業政策局知的財産政策室長や製造産業局産業機械課長、経済産業政策局産業資金課長、大臣秘書官事務取扱、内閣官房内閣参事官(副長官補付)、内閣府宇宙開発戦略推進事務局長などを歴任し、首相官邸と緊密に連携。2016年に特許庁長官に就任。

2017年に退官後、株式会社IHIに入社。20204月より常務執行役員、高度情報マネジメント統括本部長を務めた後、20244月よりエグゼクティブフェロー。

東京大学経済学部卒。
 

越部 実

シニア アドバイザー

1978 年三井化学(旧三井東圧化学)入社。株式会社クラレとの直酸法MMA製造プロセス共同開発業務に参画し、パイロットプラント、工場建設・運転など製造技術完成に貢献。1997年三井化学発足後、経営企画部、機能製品系事業本部企画管理部長、事業本部長を歴任。 2013 年代表取締役副社長執行役員に就任。M&Aを国内及びクロスボーダーで主にヘルスケア・農薬事業拡大、新製品電子メガネなど多数の案件を成立。中期経営計画、事業提携、非上場化、分社化など事業再編を主導。

現在、株式会社ダイセルエグゼティブ・アドバイザー、グリーンヒル・ジャパン株式会社副会長、LOTTE Corporation Consultant、国立大学法人大阪大学特任教授、株式会社現代経営技術研究所シニア・コンサルタント に従事。一般社団法人国力倍増塾理事、NPO ふるさとテレビ顧問、トムソン・ロイター・サロン代表世話人、ものづくりなでしこサポーターなど業界を越えて幅広く活動している。

大阪大学理学部卒。大阪大学大学院理学研究科修士課程修了。
 

西口 泰夫

シニア アドバイザー

大阪教育大学大学院理科教育修士課程修了、1975年京セラ入社後、時計用水晶振動子、サーマルプリントヘッド、液晶ディスプレイ、アモルファスシリコンドラム等の電子デバイスの開発から新規事業化を行う。1989年から情報通信機器事業本部長として、携帯電話、PHS,ノンカートリッジプリンターの新規事業化を行う。1999年代表取締役社長、2005年代表取締役会長兼CEO に就任し、企業の持続的成長の礎を築くことを目指す。その後、経営を学問としてとらえることを目指し、2009年同志社大学大学院 技術・革新的経営研究コース博士課程にて「新たな技術経営」を研究、博士(技術経営)の学位を取得。

現在は「新たな技術経営」の探求の場として同志社大学 技術・企業国際競争力研究センター(ITEC)客員教授、また日本を中心としたパワー半導体関連事業の総合力を活用する場としてGPIC 研究会を設立し、会長として活動。「新たな技術経営」の実践の場として株式会社HANDY 代表取締役社長、また、複数社の社外取締役に従事。

 

 

 

鷹野 志穂

シニア アドバイザー

1987年明治乳業株式会社(現・株式会社明治)に入社し新商品開発に携わる。その後イヴ・サンローラン・パルファム株式会社、日本コカ・コーラ株式会社、ブーツMCにおいてマーケティングマネージャーとして戦略立案や新規事業立ち上げなどを手掛けた。2001年にロクシタンジャポン株式会社にGMとして入社。2004年より代表取締役社長に着任。ロクシタンインターナショナルでNo1の売上と利益をあげ、香港市場の上場にも貢献した。ロクシタン在任16年間に、メルヴィータジャポン株式会社とクヴォンデミニム株式会社の社長も兼務。

現在、2017年に設立したコンサルティング会社の株式会社エトワ代表取締役社長。2018年より2022年6月まで森永製菓株式会社社外取締役。2019年より藤田観光株式会社社外取締役。2020年より日本バスケットボール協会理事。2022年よりKANAMEL株式会社(旧AOI TYO Holdings株式会社)の非常勤取締役及び株式会社ユナイテッドアローズの社外取締役。

東京女子大学文理学部日本文学科卒。

桜井 恵理子

シニア アドバイザー

ダウ・ケミカルで35年にわたる経験を持ち、2020年から2022年までダウ・ケミカル日本・韓国地域プレジデント兼ダウ・ケミカル日本株式会社代表取締役社長を務めたことをはじめ、ダウコーニング日本・韓国地域プレジデント兼東レ・ダウコーニング会長・CEOといった様々な要職を歴任。2014年から2020年までソニーグループの取締役を務め、現在は三井住友フィナンシャルグループ、花王、アステラス製薬および日本板硝子の取締役。

東北大学文学部卒業後、同大学大学院文学研究科博士課程前期2年の課程心理学専攻修了修士号取得、同大学院情報科学研究科博士課程後期3年の課程人間社会情報科学専攻修了博士号(情報科学)取得。

チーム一覧

Name Title Location Industry Business Segment
John Redett Chief Financial Officer and Head of Corporate Strategy ニューヨーク(ニューヨーク州) 金融サービス グローバル・プライベート・エクイティ