董事会

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
纽约州纽约市

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
华盛顿特区

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.

大卫·鲁宾斯坦

Co-Founder and Co-Chairman of the Board

大卫·鲁宾斯坦

Co-Founder and Co-Chairman of the Board
华盛顿特区

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.

丹尼尔•德安尼罗

Co-Founder and Chairman Emeritus

丹尼尔•德安尼罗

Co-Founder and Chairman Emeritus
华盛顿特区

Mr. D’Aniello is a Co-Founder and Non-Executive 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

董事

Sharda Cherwoo

董事

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

董事

Linda H. Filler

董事

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

董事

Mark S. Ordan

董事

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

董事

Derica W. Rice

董事

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

董事

William J. Shaw

董事

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

董事

Anthony Welters

董事

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.

Leadership

Executive Officer

Harvey M. Schwartz

Chief Executive Officer and Director

Harvey M. Schwartz

Chief Executive Officer and Director
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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
华盛顿特区

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

投资解决方案负责人

Ruulke Bagijn

投资解决方案负责人
纽约州纽约市

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
华盛顿特区

Brian A. Bernasek is a Partner and Co-Head of Americas Corporate Private Equity at Carlyle.  Carlyle’s Americas Corporate Private Equity business has $65 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. Mr. Bernasek oversaw some of Carlyle’s most successful investments, including Allison Transmission, Atotech, and Signode Industrial Group.

Mr. Bernasek 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
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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

总法律顾问

Jeffrey W. Ferguson

总法律顾问
华盛顿特区

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

首席运营官

Christopher Finn

首席运营官
华盛顿特区

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
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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
纽约州纽约市

Sandra Horbach is a Partner and Co-Head of Americas Corporate Private Equity at Carlyle where she oversees the firm’s four largest private equity funds. Carlyle’s Americas Corporate Private Equity business has $65 billion in assets under management. She is also a member of Carlyle's Leadership Committee. Under Ms. Horbach’s leadership of US Buyout & Growth, the team has invested more than $35 billion over eight years.

Throughout her career, Ms. Horbach has led private equity teams across industries ranging from consumer, industrials, healthcare, aerospace and government services, technology and financial services. Today, she oversees all industry verticals in North America after joining Carlyle in 2005 to launch and build the Consumer & Retail Team. Ms. Horbach has led many of Carlyle’s most successful consumer investments, including Dunkin’ Brands, Beats Electronics, Philosophy, The Bountiful Company, CVC Brasil, and Vogue International. She 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 in the M&A department of Morgan Stanley. 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 included in the Barron’s 100 Most Powerful Women in Finance list since inception and the Yahoo! Finance HERoes Top 100 Women Executives List in 2020 and 2021.

Mark Jenkins

全球信贷负责人

Mark Jenkins

全球信贷负责人
纽约州纽约市

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 with approximately CAD$56 billion of assets under management. 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

首席人力资源官

Jennifer Barker

首席人力资源官
英国伦敦

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
英国伦敦

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
纽约州纽约市

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
纽约州纽约市

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
纽约州纽约市

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
加利福尼亚州门洛帕克

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
华盛顿特区

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
华盛顿特区

Jason Thomas is Head of Global Research & Investment Strategy at The Carlyle Group, focusing on economic and statistical analysis of Carlyle portfolio data, asset prices and broader trends in the global economy. He is based in Washington, DC.

Mr. Thomas serves as Economic Adviser to the firm’s corporate Private Equity, Real Estate and Credit Investment Committees. His research helps to identify new investment opportunities, advance strategic initiatives and corporate development, and support Carlyle investors. 

Prior to joining Carlyle, Mr. Thomas was Vice President, Research at the Private Equity Council. Prior to that, he 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 served as 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. 

中国领导团队

杨向东

Managing Director

杨向东

Managing Director
中国香港

杨向东现任凯雷亚太区主席、董事总经理负责领导亚太区(不包括日本)的私募股权投资,常驻香港。杨先生于 2001 年加入凯雷,担任凯雷亚洲并购团队的联席主管。凯雷在亚太地区投资逾20年,是该地区最大的私募股权投资者之一。凯雷亚洲的企业私募股权团队已经在该地区进行了155多项投资,股本投资总额逾170亿美元,截至2021年331日在管资产规模逾140亿美元。

加入凯雷前,杨先生在高盛集团工作九年,任职高盛亚洲私募股权投资部联席主管、董事总经理。 

杨向东先生目前担任Grand Foods控股有限公司(麦当劳中国)和度小满金融的董事。 杨先生还担任哈佛大学全球顾问委员会成员和美国华盛顿赫希洪博物馆 Hirshhorn Museum的受托人。

杨向东先生是中国人,毕业于美国哈佛大学,获得经济学学士及工商管理硕士学位。

唐子明

Managing Director

唐子明

Managing Director
中国香港

唐子明现任凯雷投资集团亚洲并购团队联席主管兼董事总经理,常驻香港。唐先生于 1998 年加入凯雷,最初专注于凯雷在台湾的投资业务。凯雷在亚太地区投资逾20年,是该地区最大的私募股权投资者之一。唐先生自加入亚洲并购团队以来,协助进行领导了70多项投资,股本投资金额逾150亿美元。 

在加入凯雷之前,唐先生曾在美林证券亚洲高收益团队工作一年,还在雷曼兄弟的商业银行及企业金融业务部工作 13 年,期间曾在亚洲工作数年。

唐先生于1985年获得美国普林斯顿大学文学学士学位,以优异成绩毕业于东亚研究专业。

冯军元

亚太区主席兼董事总经理

冯军元

亚太区主席兼董事总经理
中国香港

冯军元现任董事总经理,专注于亚洲的金融服务、消费产品和医疗健康领域的并购投资,常驻香港。

自1998年加入凯雷以来,冯女士领导了凯雷亚洲并购基金的多个重要投资项目,包括中国太平洋保险、浙江开元酒店、海尔电器、分众传媒和上海微创医疗等。

加入凯雷之前,冯女士曾在纽约担任瑞士信贷第一波士顿投资银行部的财务分析师、高级经理,在四年半的时间里专注于结构金融和项目金融交易。在商学院就读的暑假期间,冯女士曾在麦肯锡公司担任管理顾问。

冯女士以优异成绩和优等生荣誉获得明德学院文学学士学位,并拥有美国哈佛商学院工商管理硕士学位。

刘婉琳

亚太区主席兼董事总经理

刘婉琳

亚太区主席兼董事总经理
中国上海

刘婉琳女士现任凯雷投资集团董事总经理,专注于中国地区并购和成长型私募股权投资,常驻香港。

加入凯雷之前,刘女士曾任高盛投资部的董事总经理。刘女士拥有18年在中国和其他亚洲地区投资的经验,投资领域涉及多个行业,包括医疗健康、教育、物流和金融服务等。在此之前,刘女士在瑞士信贷投资银行部工作。

王启贤

Managing Director and Partner

王启贤

Managing Director and Partner
中国上海

王启贤现任董事总经理,专注于大中华区的私募股权投资,常驻上海。

加入凯雷之前,王先生曾任MBK Partners 董事,专注于中国地区消费零售、物流、TMT领域的投资。在此之前,王先生曾在贝恩咨询公司从事企业战略管理咨询工作,并在宝洁公司从事销售渠道管理工作。

王先生拥有美国宾夕法尼亚大学沃顿商学院工商管理硕士学位。

杨凌

亚太区主席兼董事总经理

杨凌

亚太区主席兼董事总经理
中国香港

杨凌现任凯雷投资集团的董事总经理和中国区主管,领导凯雷在中国的整体运营、私募股权团队、投资顾问团队,并管理凯雷投资企业活动。她也担任凯雷亚太区医疗健康行业投资的联席主管。 


杨凌于2005年加入凯雷美国的并购团队,聚焦健康领域的投资,其后于2011年加入凯雷亚洲。自此以来,她领导了凯雷在中国医疗健康行业的多个重要投资项目,包括艾迪康、昂博生物、微创医疗、和黄医药、美年大健康,以及深圳信立泰药业等。她目前也兼任艾迪康董事会主席,以及昂博生物和和黄药业的董事。 


加入凯雷之前,杨女士曾于KKR亚洲和高盛美国的投资银行部门任职。


杨女士以优异成绩毕业于美国史密斯学院,获得经济学学士学位,并拥有美国哈佛商学院工商管理硕士学位。 
 

企业营运专家和顾问

*以下是我们聘请的外部专家和顾问,而不是凯雷投资集团的员工。

Christopher V. Dodds

企业营运专家

Christopher V. Dodds is an Operating Executive to Carlyle Global Financial Services Partners. He is based in San Francisco.

Prior to joining Carlyle in November 2008, Mr. Dodds was Senior Advisor to TPG from November 2007 through October 2008.

From 1999 through May of 2007, Mr. Dodds served as Charles Schwab’s Executive Vice President and Chief Financial Officer, responsible for strategic planning, financial planning and analysis, treasury, taxation, corporate accounting, external and regulatory reporting, mergers and acquisitions, investor relations, risk management and corporate real estate.

Prior to this position, Mr. Dodds served as Corporate Controller from 1997 to 1999, Corporate Treasurer from 1993 to 1997 and Vice President of Corporate Finance and Mergers and Acquisitions from 1989 to 1993. He joined Schwab in 1986. Mr. Dodds began his career with the treasury departments of Gulf Oil and Exxon.

Mr. Dodds earned his M.B.A. from the University of Pittsburgh and his bachelor’s degree from Clemson University, where he was captain of the men’s varsity basketball team.

Louis V. Gerstner, Jr.

企业营运专家

Louis V. Gerstner, Jr. was chairman of the board of IBM Corporation from April 1993 until his retirement in December 2002.  He served as chief executive officer of IBM from 1993 until March 2002. 

In January 2003 he assumed the position of chairman of The Carlyle Group, a global private equity firm located in Washington, DC.  He retired from that position in October 2008 and remains a senior advisor to Carlyle.

Prior to joining IBM, Mr. Gerstner served for four years as chairman and chief executive officer of RJR Nabisco, Inc.  This was preceded by an 11-year career at American Express Company, where he was president of the parent company and chairman and CEO of its largest subsidiary, American Express Travel Related Services Company.  Prior to that, Mr. Gerstner was a director of the management consulting firm of McKinsey & Co., Inc., which he joined in 1965.

A native of Mineola, New York, Mr. Gerstner received a bachelor's degree in engineering from Dartmouth College in 1963 and an MBA from Harvard Business School in 1965.  He is a member of the Council on Foreign Relations, the National Academy of Engineering, a Fellow of the American Academy of Arts and Sciences and has been awarded honorary doctorates from a number of U.S. universities.

Mr. Gerstner is a director of the The Broad Institute of MIT and Harvard, vice chairman of the board of Memorial Sloan-Kettering Cancer Center and vice chairman of the board of the American Museum of Natural History.  In past years he served on the boards of  Bristol-Myers Squibb Company, The New York Times Company, American Express Company, AT&T, Caterpillar, Inc., Jewel Companies, Melville Corporation, RJR Nabisco Holdings Co., and DaimlerChrysler Chairman’s Council.

A lifetime advocate of the importance of quality education, Mr. Gerstner created in 2003 The Teaching Commission to develop specific policy recommendations to deal with the teaching crisis America is facing.  From 1996 to 2002 he co-chaired Achieve, an organization created by U.S. Governors and business leaders to drive high academic standards for public schools in the United States.  At IBM he established Reinventing Education as a strategic partnership with 21 states and school districts which utilize IBM technology and technical assistance to eliminate key barriers to school reform and improve student performance.

He has received numerous awards for his work in education, among them the Cleveland E. Dodge Medal for Distinguished Service to Education - Teachers College, Columbia University, and the Distinguished Service to Science and Education award from the American Museum of Natural History.  In recognition of his efforts on behalf of public education, as well as his business accomplishments, Mr. Gerstner was awarded the designation of honorary Knight of the British Empire by Queen Elizabeth II in June 2001.

Mr. Gerstner is the author of Who Says Elephants Can't Dance, the best-selling account of IBM's transformation; and he is the co-author of the bookReinventing Education:  Entrepreneurship in America's Public Schools(Dutton 1994).

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.

Renee James

企业营运专家

Renee J. James is a seasoned technology executive with broad, international experience managing large scale, complex global operations.  James is engaged as an Operating Executive by the global Telecommunications, Media and Technology (TMT) sector team at The Carlyle Group. James recently concluded a lengthy career with Intel Corporation where she was the President of the company and a member of the Executive Office with the CEO and Chairman.  In her twenty-eight-year career at Intel she held a variety of positions spanning R&D leadership in both software and hardware and the establishment of global R&D network and global manufacturing leadership.  James was the EVP and General Manager of Intel’s software and services global P&L for a decade. She led large scale M&A and the structuring and serving as chairman of Intel's software subsidiaries. In her tenure, James spearheaded the company's strategic expansion into providing proprietary and open source software, cyber security and cloud-based computing. As President, she added global, corporate operations including, Corporate Strategy, HR, Finance, Manufacturing and other operating units to her experiences. Early in her career, James served as chief of staff for her mentor, former Intel CEO, Andy Grove.

Appointments:
James currently serves as the Vice Chair of the National Security Telecommunications Advisory Committee to the President of the United States.

Directorships:
James serves as a non-executive director on the Vodafone Group Plc Board and is a member of the Remuneration Committee.  James serves on the board of Sabre Corporation and is a member of their Audit and Technology Committee.  James serves on the board of Oracle Corporation and is a member of the Compensation Committee.  James serves on the board of Citi and is a member of the Technology, AML and Risk Committees.  She also served 7 years as independent director on the VMware Inc. Board of Directors and was a member of the Audit Committee. She is also a member of the C200.

In 2014 James was ranked 21st on Fortune's Most Powerful Women in Business list, and she is ranked 45th on the Forbes 100 Most Powerful Women list.

L. William Krause

企业营运专家

L.  William (Bill) Krause is an Operating Executive to the Technology & Business Services group. He is based in Los Altos Hills, CA.

Mr. Krause has been President of LWK Ventures, a private investment firm since 1991.  

Prior to his involvement with Carlyle, Mr. Krause served as Chairman of the Board of Caspian Networks from April 2002 to September 2006 and Chairman and Chief Executive Officer of Exodus Communications from September 2001 until February 2002.  Prior to that, Mr. Krause was President and Chief Executive Officer of 3Com Corporation from February 1981 to September 1990 and Chairman of the Board from September 1987 to September 1993 when he retired.  Also, Mr. Krause was employed at Hewlett-Packard Company for 14 years from 1967 to 1981 with his last assignment as general manager of the personal computer division.

Mr. Krause currently serves as a director of the following public companies: Brocade Communications Systems, Inc., Coherent, Inc., and Core-Mark Holding, Inc.  He is also a member of the board of directors for a Carlyle portfolio company, CommScope. 

Mr. Krause holds a B.S.E.E. degree and received an honorary Doctorate of Science from The Citadel

 

西口 泰夫

高级顾问

西口 泰夫为日本并购基金团队的高级顾问,常驻东京。

西口先生曾担任京瓷株式會社 (Kyocera Corporation) 前总裁兼首席执行官。京瓷株式會社是日本领先的系统电子设备、电信设备和应用陶瓷产品公司之一。他曾参与推动公司的技术发展和开拓新业务。

西口先生现任HANDY Inc.的总裁,并担任多家公司的董事会成员。

西口先生获得大阪教育大学理学硕士和同志社大学政策研究院管理科学与创新政策研究博士学位。

 

 

Mary Petrovich

企业营运专家

Mary Petrovich is an Operating Executive focused on U.S. buyout opportunities in the automotive and transportation sector. Ms. Petrovich is based in Michigan.

Prior to Carlyle, Ms. Petrovich was Chief Executive Officer of Axle Tech International, culminating in the December 2008 sale of Axle Tech to General Dynamics, where she continued to lead the business for the last two years. Prior to her decade with Axle Tech, Ms. Petrovich served as President of Dura Automotive’s global $1 billion Driver Controls unit. Before Dura, she held roles of increasing responsibility with AlliedSignal, leading several automotive/industrial businesses. Early in her career Ms. Petrovich served in a variety of engineering, manufacturing, and finance roles with Chrysler and General Motors.

Ms. Petrovich received her MBA from Harvard Business School and a BSE in industrial and operations engineering from the University of Michigan.

Thomas W. Rabaut

企业营运专家

Thomas W. Rabaut is an Operating Executive with Carlyle. He is based in Washington, DC. 

Since joining Carlyle in 2007, Mr. Rabaut has served as Chairman of ARINC, Veyance and Synagro and on the boards of Allison and Qualicaps.

Prior to joining Carlyle, Mr. Rabaut served as President and CEO of one of Carlyle’s most successful investments—the 1997 acquisition of United Defense.  During his tenure in this position, he led the evolution of the company from a limited partnership through the formation of a stand-alone private enterprise to a NYSE publicly-traded company and the ultimate sale to BAE Systems in June 2005. 

After the sale, he served as President of BAE’s Land and Armaments Operating Group where he oversaw 11,000 employees in 13 locations and was responsible for $3.7 billion in sales. 

Prior to his tenure at United Defense, he served 17 years in various roles at FMC Corporation where he ultimately became Vice President and General Manager of FMC’s Defense Systems Group.

Mr. Rabaut earned his B.S. at the United States Military Academy at West Point and served five years in the United States Army.  He received an M.B.A. from Harvard University.

Charles O. Rossotti

高级顾问

Charles O. Rossotti is an Operating Executive focusing primarily on investments in the fields of information technology and business services. He is based in Washington, DC.

Prior to joining Carlyle, Mr. Rossotti served from 1997 to 2002 as Commissioner of the Internal Revenue Service, the federal agency that serves 175 million taxpayers and employs 100,000 people. As a result of his leadership, the public's rating of the IRS increased greatly and relationships of trust with Congress, tax professionals and business groups were restored, and the agency's effectiveness turned around. In 1970, Mr. Rossotti co-founded American Management Systems, Inc. and until 1997 served at various times as President, Chief Executive Officer and Chairman. AMS grew through his tenure, becoming a major international business systems consulting and systems integration firm with revenues of more than $1 billion. AMS clients include Fortune 500 companies and federal, state and local government agencies in North America and Europe. In 1979, AMS was one of the first technology services firms to go public.

Mr. Rossotti earned his A.B. in economics, magna cum laude, from Georgetown University and his M.B.A., with high distinction, from Harvard Business School. In 1970, he received the Distinguished Civilian Service Medal from the Department of Defense. In 2002, he received the Alexander Hamilton Medal from the Department of Treasury. In 2003, he received an Alumni Achievement Award from Harvard Business School.

Mr. Rossotti is on the Board of Directors of Carlyle portfolio companies Booz Allen Hamilton, Quorum Management Solutions, Coalfire and LDiscovery. In addition, he currently serves on the Board of Directors of AES Corporation, a publicly-owned global electric power company.

In addition to his business activities, Mr. Rossotti serves on the Boards of Capital Partners for Education and the Comptroller General’s Advisory Committee of the Government Accountability Office (GAO). In 2005, he served as a member of President Bush’s advisory panel on reform of the income tax.

Mr. Rossotti is the author of "Many Unhappy Returns" (Harvard Business School Press 2005), a book about his experience turning around the IRS.

Linda S. Sanford

企业营运专家

Linda Sanford is a retired IBM Senior Executive.

Prior to January 1, 2015, Linda Sanford was Senior Vice President, Enterprise Transportation, responsible for IBM's internal transformation to the premier globally integrated enterprise. In this role, Ms. Sanford was responsible for working across IBM to transform core business processes, create an IT infrastructure to support and integrate processes globally, and help create a Values-based culture that fosters innovation.

Throughout her 39-year career at IBM, Ms. Sanford held numerous senior leadership positions including Senior Vice President and Group Executive, IBM Storage Systems Group, General Manager of IBM Global Industries sales organization and General Manager of IBM's Mainframe Division.

A graduate of St. John's University, Ms. Sanford earned an M.S. in Operations Research from Rensselaer Polytechnic Institute and was awarded an honorary doctorate in commercial science from St. John's.

越部 実 

高级顾问

越部先生1978年加入三井东压化学株式会社 (现三井化学株式会社)。他参与了与可乐丽株式会合作开发直接氧化甲基丙烯酸甲酯(简称MMA)产品。通过参与启动试点工厂以及新工厂的建设和运营,他推动了产品制造技术的完成。随着三井化学株式会社于1997年成立,越部先生担任的新职务包括经营企划部、材料制品事业本部企划管理部长、事业本部部长。 2013年,越部先生被任命为代表董事兼执行副总裁。 越部先生参与了许多国内和跨境并购,帮助三井化学特别是在医疗保健和农用化学品领域的业务发展。他主导完成了公司的中期经营规划和业务投资组合重组,包括新的业务合作,退市以及业务分拆。

越部先生现任三井化学株式会社的高级顾问,三井物产株式会社的执行顾问和乐天集团的顾问。他同时活跃在多个领域,例如, 一般社团法人国力倍増塾理事、非营利机构Furusato TV顾问,汤森路透沙龙代表协调人和Monozukuri Nadeshiko(一家倡导通过妇女的作用推动制造业的机构)的拥护者。

越部先生拥有大阪大学理学院学士及硕士学位。

目录

Name Title Location Industry Business Segment
西泽 利彦 亚太区主席兼董事总经理 日本东京 工业制造 企业私募股权
于沂 Principal 中国北京 工业制造 企业私募股权