取締役会

* Members of the Audit Committee

Kewsong Lee

Chief Executive Officer

Kewsong Lee

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

Kewsong Lee is the Chief Executive Officer of Carlyle and was elected to the Board of Directors effective January 1, 2018. Mr. Lee joined Carlyle in 2013 as Deputy Chief Investment Officer for Corporate Private Equity and in 2016 he assumed the additional role of leading the Global Credit segment.

Prior to joining Carlyle, Mr. Lee was a partner and a member of the Executive Management Group at Warburg Pincus, where he spent 21 years. He is currently the President of Lincoln Center Theater, Chairman of the US Chamber of Commerce China Center Advisory Board, and Vice Chair for the Partnership for New York City. He also is a member of the Business Roundtable, serves on the board of the US China Business Council and FCLT Global, and is a Trustee of the Center for Strategic and International Studies.

Mr. Lee earned his AB in applied mathematics in economics at Harvard College and his MBA from Harvard Business School.

Peter Clare

Chief Investment Officer for Corporate Private Equity and Chairman of Americas Private Equity

Peter Clare

Chief Investment Officer for Corporate Private Equity and Chairman of Americas Private Equity
ワシントンD.C.

Mr. Clare is a member of our Board of Directors.  Mr. Clare was elected to our Board of Directors effective January 1, 2018.  Mr. Clare is the Chief Investment Officer of Corporate Private Equity, Chairman of the Americas and Chair of the US Buyout and Growth Investment committees. 

From 2011 to 2021, Mr. Clare served as the Co-Head of the US Buyout team, managing Carlyle’s three largest private equity funds.  He also served as Deputy Chief Investment Officer of the Company’s CPE segment from 2015 to 2018.  

From 1999 to 2001, Mr. Clare was based in Hong Kong and was a founding member of the Carlyle Asia Buyout team and continues to serve on the Carlyle Asia Buyout Investment Committee. In 2001 and 2002, Mr. Clare launched Carlyle’s initial investments in distressed debt, which led to the creation of Carlyle Strategic Partners. From 2004 to 2011, Mr. Clare served as the Global Head of the Aerospace, Defense & Government Services sector team.

Prior to joining Carlyle, Mr. Clare was with First City Capital Corporation, a private equity group that invested in buyouts, public equities, distressed bonds and restructurings. Prior to joining First City Capital, he was with the Merchant Banking Group of Prudential-Bache. Mr. Clare currently serves as a member of the Board of Directors of Nouryon, Standard Aero and Sedgwick Claims Management as well as several private U.S. buyout portfolio companies. Mr. Clare has previously served on the boards of Booz Allen Hamilton, CommScope, Inc., Pharmaceutical Product Development (PPD), Sequa and Signode Industrial.

Mr. Clare serves on the Board of Directors of Georgetown University. Mr. Clare is a magna cum laude graduate of Georgetown University and received his MBA from the Wharton School at the University of Pennsylvania.

William E. Conway, Jr.

Co-Founder and Non-Executive Co-Chairman

William E. Conway, Jr.

Co-Founder and Non-Executive Co-Chairman
ワシントンD.C.

Mr. Conway is a Co-Founder and Non-Executive Co-Chairman of the Board. Mr. Conway was elected to our Board of Directors effective July 18, 2011. Previously, Mr. Conway served as our 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 Chairman of the Board of Trustees of Johns Hopkins Medicine and a member 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.

Daniel A. D'Aniello

Co-Founder and Non-Executive Chairman Emeritus

Daniel A. D'Aniello

Co-Founder and Non-Executive Chairman Emeritus
ワシントンD.C.

Mr. D’Aniello is a Co-Founder and Non-Executive Chairman Emeritus of the Board.  He has served on our Board of Directors since July 18, 2011, serving as Chairman of the Board 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 a member of 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.

Lawton W. Fitt

Board Member and Lead Independent Director

Lawton W. Fitt

Board Member and Lead Independent Director

Ms. Fitt is a member of our Board of Directors, and serves as our Lead Independent Director. Ms. Fitt was elected to our Board of Directors effective May 2, 2012.

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), Micro Focus International (where she serves on the Audit Committee, Remuneration Committee, and Nominating 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 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.

Board Member

James H. Hance, Jr.

Board Member

Mr. Hance is an Operating Executive of Carlyle and a member of our Board of Directors. Mr. Hance was elected 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.

Janet Hill

Board Member and Chairperson of the Nominating and Corporate Governance Committee

Janet Hill

Board Member and Chairperson of the Nominating and Corporate Governance Committee

Ms. Hill is a member of our Board of Directors. Ms. Hill was elected to our Board of Directors effective May 2, 2012.

Ms. Hill serves as Principal at Hill Family Advisors and a vice president of Hill Ventures, Inc. From 1981 until her retirement in 2010, Ms. Hill served as Vice President of Alexander & Associates, Inc., a corporate consulting firm which she co-owned in Washington, D.C. Ms. Hill is currently a director of Esquire Bank and a member of the National Council on White House History. Ms. Hill is a former director of Dean Foods Company, Wendy’s/Arby’s Group, Inc., and Sprint Nextel Corporation. She serves on the Board of Trustees at Duke University and the Wolf Trap Foundation.

Ms. Hill graduated from Wellesley College with a Bachelor of Arts in Mathematics and received a Master of Arts in Teaching Mathematics from the Graduate School of the University of Chicago.

Derica Rice

Board Member

Derica Rice

Board Member

Derica Rice is a member of our Board of Directors. Mr. Rice was appointed to our Board of Directors effective March 8, 2021.

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), Target Corporation (where he serves on the Audit and Finance Committee and the Governance Committee) and The Walt Disney Company (where he serves on the Governance and Nominating Committee).

Mr. Rice received his Bachelor of Science degree in Electrical and Electronics Engineering from Kettering University and an MBA from Indiana University.

Dr. Thomas S. Robertson

Dr. Thomas S. Robertson

Dr. Thomas S. Robertson is a member of our Board of Directors. Dr. Robertson was elected to our Board of Directors effective May 2, 2012.

Dr. Robertson is the Joshua J. Harris Professor of Marketing at the Wharton School at the University of Pennsylvania. Prior to rejoining Wharton in 2007, Dr. Robertson was special assistant to Emory University’s president on issues of international strategy and a founding director of the Institute for Developing Nations established jointly by Emory University and The Carter Center in fall 2006. From 1998 until 2007, Dr. Robertson was Dean of Emory University’s Goizueta Business School and, from 1994 until 1998, he was the Sainsbury Professor at, and the Chair of Marketing and Deputy Dean of, the London Business School. From 1971 to 1994, Dr. Robertson was a member of the faculty at the Wharton School, and from 2007 to 2014, was the Dean of the Wharton School. Dr. Robertson serves on the Advisory Board of The Sorbonne Universities. He is a former director of CRA International, Inc. and PRGX Global, Inc. 

Dr. Robertson graduated from Wayne State University and received his M.A. in Sociology and Ph.D. in marketing from Northwestern University.

David M. Rubenstein

Co-Founder and Non-Executive Co-Chairman

David M. Rubenstein

Co-Founder and Non-Executive Co-Chairman
ワシントンD.C.

Mr. Rubenstein is a Co-Founder and Non-Executive 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.

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, and the Economic Club of Washington and serves on the Board of Directors or Trustees of the National Gallery of Art, the University of Chicago, Memorial Sloan-Kettering Cancer Center, Johns Hopkins Medicine, the Institute for Advanced Study, the National Constitution Center, the Brookings Institution, the Lincoln Center for the Performing Arts, the American Academy of Arts and Sciences, and the World Economic Forum. Mr. Rubenstein serves as a Fellow of the Harvard Corporation and as Chairman of the Harvard Global Advisory Council and the Madison Council of the Library of Congress. He is a member of the American Philosophical Society, Business Council, 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.

William J. Shaw

Board Member and Chairperson of the Audit Committee

William J. Shaw

Board Member and Chairperson of the Audit Committee

Mr. Shaw is a member of our Board of Directors. Mr. Shaw was elected to our Board of Directors effective May 2, 2012.

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 and the Board of Trustees of Suburban Hospital in Bethesda, Maryland.

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

Anthony Welters

Board Member and Chairperson of the Compensation Committee

Anthony Welters

Board Member and Chairperson of the Compensation Committee

Mr. Welters is a member of our Board of Directors. Mr. Welters was elected to our Board of Directors effective October 27, 2015.

Mr. Welters is Executive Chairman of the BlackIvy Group, LLC. He retired in 2016 as Senior Adviser to the Office of the CEO of UnitedHealth Group having served in such position since April 2014. Prior to this appointment, he was Executive Vice President and a Member of the Office of the CEO of UnitedHealth Group from November 2006 until April 2014. Mr. Welters previously led UHG's Public and Senior Markets Group. Mr. Welters joined UHG in June 2002 upon its acquisition of AmeriChoice, a health care company he founded in 1989. Mr. Welters is currently a director of Loews Corporation (where he serves on the Nominating and Governance Committee) as well as a director of Gilead Sciences, Inc.  Mr. Welters previously served as a director West Pharmaceutical Services, Inc. from 1997 to 2016 and C.R. Bard, Inc. from 1999 to 2017.

He is Trustee Emeritus of the Morehouse School of Medicine Board of Trustees, Chairman Emeritus of the Board of the New York University School of Law, as well as Vice Chairman of the Board of New York University, a Trustee of NYU Langone Medical Center, a member of the John F. Kennedy Center for the Performing Arts, as well as on the Board of the Horatio Alger Association. Mr. Welters is a founding member of the National Museum of African American History and Culture.

Mr. Welters is a graduate of Manhattanville College and received his law degree from New York University School of Law.

グローバル・リーダーシップ・チーム

* The following senior leaders are Executive Officers.

Kewsong Lee

Chief Executive Officer

Kewsong Lee

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

Kewsong Lee is the Chief Executive Officer of Carlyle and was elected to the Board of Directors effective January 1, 2018. Mr. Lee joined Carlyle in 2013 as Deputy Chief Investment Officer for Corporate Private Equity and in 2016 he assumed the additional role of leading the Global Credit segment.

Prior to joining Carlyle, Mr. Lee was a partner and a member of the Executive Management Group at Warburg Pincus, where he spent 21 years. He is currently the President of Lincoln Center Theater, Chairman of the US Chamber of Commerce China Center Advisory Board, and Vice Chair for the Partnership for New York City. He also is a member of the Business Roundtable, serves on the board of the US China Business Council and FCLT Global, and is a Trustee of the Center for Strategic and International Studies.

Mr. Lee earned his AB in applied mathematics in economics at Harvard College and his MBA from Harvard Business School.

Ruulke Bagijn

Head of Investment Solutions

Ruulke Bagijn

Head of Investment Solutions
ニューヨーク(ニューヨーク州)

Ruulke Bagijn is Head of Carlyle’s Investment Solutions segment and a member of the AlpInvest Board. Ms. Bagijn is also Co-Head of AlpInvest Partners’ Primary Fund Investments team and a member of the Investment Committee. Ms. Bagijn is a member of the AlpInvest Investment Committee and the Carlyle Diversity & Inclusion Council. She is based in New York.

Ms. Bagijn 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. Prior to AXA Investment Managers, 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.

Ms. Bagijn previously held several senior roles at ABN AMRO. Ruulke received an MSc in economics from Erasmus University Rotterdam and is a CFA charterholder.

Curtis L. Buser

最高財務責任者

Curtis L. Buser

最高財務責任者
ワシントンD.C.

Mr. Buser is the Chief Financial Officer of Carlyle and has served in such capacity since December 2014. From May 2014 until December 2014, Mr. Buser served as Carlyle’s Interim Chief Financial Officer. Mr. Buser joined Carlyle in 2004 as a managing director and served as the firm’s Chief Accounting Officer until May 2014.

Prior to joining Carlyle, Mr. Buser was an audit partner with Ernst & Young, LLP. He began his career with Arthur Andersen in 1985 and was admitted to its partnership in 1997. Mr. Buser graduated from Georgetown University.

Catherine Ziobro

Chief Compliance Officer

Catherine Ziobro

Chief Compliance Officer

Prior to joining The Carlyle Group, Ms. Ziobro was an Associate with the law firm of Morgan, Lewis & Bockius, LLP. Ms. Ziobro received her J.D. from the University of Virginia Law and her B.S. from Fairfield University. She is admitted to practice law in California, Virginia and the District of Columbia.

Stacey Dion

Head of Global Government Affairs

Stacey Dion

Head of Global Government Affairs
ワシントンD.C.

Stacey Dion serves as a Managing Director and Head of Global Government Affairs. She is based in Washington, DC.

Ms. Dion leads Carlyle’s global government relations and public policy functions, collaborating with Carlyle senior executives and investment professionals to shape Carlyle’s global legislative and regulatory activities.

Ms. Dion joined Carlyle in 2017 as a Managing Director, focusing on U.S. government regulatory and legislative matters. Prior to joining Carlyle, Ms. Dion served as Vice President of Corporate Public Policy for The Boeing Company, where she was responsible for developing and implementing the government relations strategy and tactics on corporate issues including tax, benefits, financial services, corporate governance, energy, environment, workforce training and education.

In her career in government, Ms. Dion was Policy Advisor and Counsel in the Office of the Republican Leader, where she served as lead Republican staff for negotiating and drafting the Economic Stimulus Act of 2008 on behalf of the House Republican Leader Boehner. Prior to that, she served as Tax and Pension Policy Advisor in the Office of the Majority Leader and was responsible for drafting the Pension Protection Act of 2006 and managing the Tax Increase Prevention and Reconciliation Act of 2005. From 2002 to 2003, Ms. Dion worked in the Employee Benefits Security Administration in the U.S. Department of Labor, where she developed final regulations, rulings and advisory opinions on ERISA. Ms. Dion began her career in a Washington, DC law firm.

Ms. Dion earned her BA from Merrimack College and JD from The Catholic University of America.

Leigh Farris

Global Head of Corporate Communications

Leigh Farris

Global Head of Corporate Communications
ニューヨーク(ニューヨーク州)

Leigh Farris is a Partner and Global Head of Corporate Communications based in New York.

Prior to joining Carlyle, Leigh served in several roles at Goldman Sachs including most recently Managing Director, Head of CEO Communications. She was also the Chief of Staff to the President and Co-Chief Operating Officer of Goldman Sachs. She joined Goldman Sachs in 2014 in the Executive Office overseeing communications for the firm's global impact investing platform, including the Goldman Sachs Foundation and Urban Investment Group.

Before Goldman Sachs, Leigh served in communications leadership roles at GE and CBS News. Leigh earned a BJ from the University of Texas at Austin.

Jeffrey W. Ferguson

General Counsel

Jeffrey W. Ferguson

General Counsel
ワシントンD.C.

Mr. Ferguson is the General Counsel of Carlyle and has served in such capacity since 1999.

Prior to joining Carlyle, Mr. Ferguson was an associate with the law firm of Latham & Watkins LLP.

Mr. Ferguson received a BA from the University of Virginia, where he was a member of Phi Beta Kappa. He also received his law degree from the University of Virginia, and is admitted to the bars of the District of Columbia and Virginia.

Christopher Finn

最高執行責任者

Christopher Finn

最高執行責任者
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.

 

Kara Helander

Chief Diversity, Equity and Inclusion Officer

Kara Helander

Chief Diversity, Equity and Inclusion Officer
ワシントンD.C.

Kara Helander is a Managing Director and Chief Diversity, Equity and Inclusion Officer. She is based in Washington, DC. 

Prior to joining Carlyle, Ms. Helander was a Managing Director at BlackRock, where she led the firm’s global inclusion and diversity, and philanthropy initiatives. Harvard Business School profiled those efforts she directed in the case study, “BlackRock: Diversity as a Driver of Success”. More recently, Ms. Helander consulted with organizations to develop corporate social responsibility and diversity strategies. She founded the Science of Diversity and Inclusion (SODI), a coalition of top companies and behavioral scientists working to design and test new approaches to accelerate diversity and inclusivity in the workplace. Ms. Helander also led corporate social responsibility at Barclay’s Global Investors (BGI). Prior to BGI, she launched and led the Western Region for Catalyst in Silicon Valley. 

She serves on the Board of Directors of Leading Educators.

Ms. Helander received her MBA from The Wharton School at University of Pennsylvania and her BA from Vanderbilt University.

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 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.

Norma Kuntz

Chief Operating Officer and Chief Financial Officer of Global Private Equity

Norma Kuntz

Chief Operating Officer and Chief Financial Officer of Global Private Equity
ワシントンD.C.

Norma R. Kuntz is Carlyle’s Chief Operating Officer and Chief Financial Officer of Global Private Equity. She is based in Washington, D.C.

Since 2018, Ms. Kuntz has served as the head of Carlyle’s Global Fund Management function leading the business operations across the Private Equity, Real Assets and Credit segments for the firm. Prior to that, from 2011–2017, Ms. Kuntz was responsible for the business operations of Carlyle’s Emerging Markets funds, including funds investing in Asia, Japan, Africa and Latin America. She oversaw transaction structuring and execution, fund formation, financial reporting and investor relations for these platforms.

Prior to joining Carlyle in 2011, Ms. Kuntz was Executive Vice President and Chief Valuation Officer at Allied Capital Corporation, where she was employed from 2002 to 2010. Prior to that, she was with Arthur Andersen LLP in the financial services and high technology practices.

Ms. Kuntz graduated from Babson College.

Bruce Larson

Chief Human Resources Officer

Bruce Larson

Chief Human Resources Officer
ワシントンD.C.

Mr. Larson is the Chief Human Resources Officer of Carlyle Group and has served in that capacity since he joined the firm in November 2019.

Prior to joining Carlyle, Mr. Larson served as Partner and Head of Human Capital in Asia Pacific and India at Goldman Sachs.

Mr. Larson earned an MBA from University of Chicago and a BA in Finance and Japanese from the University of Utah.

Brian Lindley

Global Head of Capital Markets

Brian Lindley

Global Head of Capital Markets
ロンドン(英国)

Brian Lindley is a Managing Director and Head of Carlyle's Global Capital Markets group, managing teams based in New York and London.

Carlyle's syndicated loan and bond offerings through portfolio companies are typically ~$30–40 billion per year, representing one of the pre-eminent private equity debt issuers globally. The Global Capital Markets group comprises a team of seasoned professionals who join deal teams. Their responsibility is to execute financings and capital raises to maximize the "Carlyle Edge" from the firms' scale and importance to banks, credit funds and public equity investors in the global capital markets.

Prior to establishing the Global Capital Markets group, Mr. Lindley was a Partner in Carlyle's Europe Buyout group and the founding member and leader of Carlyle's European financing team for six years.

Mr. Lindley was previously a Managing Director at sovereign wealth fund Dubai International Capital, where he was a private equity investment professional responsible for managing a work-out portfolio of large, European headquartered buyouts throughout the global recession.

Prior to this, Mr. Lindley spent almost a decade in Leveraged Finance with RBS, located in New York and London.

Mr. Lindley is a board member of Dealogic. He has previously served on the boards of Travelodge, Alliance Medical and Almatis. Mr. Lindley holds a first class degree in economics and industry from University of Leeds.

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 the firm’s global General Counsel for Investments. Ms. Mitchell is head of the firm’s EMEA region and a member of the executive Risk Management Committee. She is based in London.

In June 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 January 2018 she was named Individual General Counsel of the Year by Legal 500. Ms. Mitchell was named to the GC Powerlist for 2018 and 2019 whilst also being selected for The Hot 100 list in January 2019.

In October 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 April 2018, they also won In-House Team of the Year at the Legal Business Awards and were named to the GC Powerlist for 2018.

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.

Bruce E. Rosenblum

マネージングディレクター

Bruce E. Rosenblum

マネージングディレクター
ワシントンD.C.

Bruce Rosenblum is a Managing Director and a member of Carlyle’s Management Committee.  He is based in Washington, D.C. and serves as the firm’s Chief Risk Officer.

From 2000 through 2008, Mr. Rosenblum was an investment professional in the U.S. Buyout Group, focusing on the telecommunications and media sectors.  In 2008, he joined Carlyle’s Executive Group, where he has been involved in various aspects of the firm’s operations, including corporate finance, strategic transactions and risk management.  

Prior to joining Carlyle in 2000, Mr. Rosenblum was a Partner and Executive Committee member at the law firm of Latham & Watkins, where he practiced for 18 years, specializing in mergers and acquisitions and corporate finance.  Before joining Latham, Mr. Rosenblum served as a law clerk to Chief Justice Warren E. Burger on the U.S. Supreme Court.

Mr. Rosenblum is a graduate of Yale University and received his J.D. from Columbia Law School.

Megan Starr

Global Head of Impact

Megan Starr

Global Head of Impact
ニューヨーク(ニューヨーク州)

Megan Starr is the Global Head of Impact for The Carlyle Group. She is based in New York. 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.

Jason Thomas

Head of Global Research

Jason Thomas

Head of Global Research
ワシントンD.C.

Jason Thomas is a Managing Director and Head of Global Research 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. 

Reginald (Reggie) Van Lee

Chief Transformation Officer

Reginald (Reggie) Van Lee

Chief Transformation Officer
ニューヨーク(ニューヨーク州)

Reggie Van Lee is Partner and Chief Transformation Officer at the Carlyle Group, helping ensure that the firm is maximizing its market competitiveness, driving growth and operating most effectively and efficiently as an institution.

 Before joining Carlyle, he spent 32 years at Booz Allen Hamilton, where, before he retired as Executive Vice President, he led numerous business units across multiple industries. Prior to Booz Allen, he served as a research engineer with Exxon’s production research company.

 Reggie is a member of the board of directors of Fortitude Re, ProKarma, Gallup Inc, Deep Labs, OmniSpeech, the Women’s Venture Capital Fund II, Washington Performing Arts, National CARES Mentoring Movement, John F. Kennedy Center for the Performing Arts, Blair House Restoration Fund, Washington Nationals Philanthropies, Studio Museum in Harlem, the Public Theater, and the Juilliard School.  He also serves as the Chair of the Washington DC Commission on the Arts and Humanities, appointed by Mayor Muriel Bowser.  He was named one of the top 25 consultants in the world by Consulting Magazine, selected as a Washington Minority Business Leader by the Washington Business Journal and named Black Engineer of the Year by Black Engineer magazine. He holds both a Bachelor of Science and a Master of Science in Civil Engineering from MIT and an MBA from Harvard University. 

日本のマネージング・ディレクター

山田 和広

日本代表 兼 マネージングディレクター

山田 和広

日本代表 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・ジャパンの代表兼マネージング・ディレクターとして投資案件全般をサポート。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、アルヒ株式会社及びウイングアーク1st株式会社の投資を主導。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。

三生医薬株式会社、マネースクエアHD及び三共理化学株式会社の非常勤取締役。

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

日本副代表 兼 マネージングディレクター

富岡 隆臣

日本副代表 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・ジャパンの副代表兼マネージング・ディレクターとして、カーライル・ジャパン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、及び株式会社リガクへの投資を主導し、各社の非常勤取締役として企業価値向上に貢献。

現在、株式会社おやつカンパニー、三生医薬株式会社、オリオンビール株式会社、及び株式会社リガクの非常勤取締役。

早稲田大学法学部卒。米ニューヨーク大学にてMBA取得

 

 

大塚 博行

日本副代表 兼 マネージングディレクター

大塚 博行

日本副代表 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9年間勤務。うち4年は住友銀行と大和SBCM証券(出向)にてM&Aアドバイザリー業務に従事。 その間、投資銀行ラザードとM&Aにおける業務提携の実行/推進役を務め複数の協働案件に関与。2001年にカーライル・グループに移籍。日本のバイアウトチームにて産業界を担当。2002年にラザードに移籍、ニューヨーク本社と東京で勤務し、複数のクロスボーダー/国内M&A案件に関与、約25件の成約案件。

2006年よりカーライル・グループに復帰し、現在はカーライル・ジャパンの副代表兼マネージング・ディレクターとして、カーライル・ジャパンの業績全般に責任を担う。現在、投資を主導したセンクシア株式会社(旧日立機材株式会社)の取締役に従事。20167月より投資先であるウォルブロー株式会社の取締役も兼任。過去にはチムニー株式会社(現在は東証一部上場)、株式会社ツバキ・ナカシマ(現在は東証一部上場)、シーバイエス株式会社(旧ディバーシー株式会社)の投資を主導し、取締役にも従事。

20156月から20196月まで株式会社ディー・エヌ・エー(DeNA)の独立社外取締役に就任。

早稲田大学商学部卒業/英国オックスフォード大学ヨーロッパ研究学修了

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・グループに在籍。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・グループに復帰。現在、バイアウト・チームのマネージングディレクターとして製造業・一般産業(General Industries)関連の投資業務を主導。

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

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、日本における消費財・小売・メディア・ヘルスケア関連の投資責任者。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、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、Supreme、Golden Goose Deluxe Brand他グローバルブランド等の投資やモニタリングに関与。

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)等の投資業務に従事。現在、株式会社トキワ、Golden Goose Deluxe Brand JapanおよびSpiber株式会社の非常勤取締役。

慶應義塾学経済学部卒。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・グループに参画。

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)関連の投資業務を主導。ウォルブロー株式会社、株式会社マネースクエアHD及びAOI TYO Holdings株式会社の非常勤取締役。過去においてアルヒ株式会社及びシンプレクス株式会社非常勤取締役、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。

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を務め、20214月に同社代表取締役会長 CEOに就任。20091月から20116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。

今井 尚哉

シニア アドバイザー

シニア アドバイザー

1982年、通商産業省(資源エネルギー庁)入省。資源エネルギー庁石油部計画課長補佐、通商産業省大臣官房企画官を歴任。2003年、日本機械輸出組合ブラッセル事務所長に就任。2006年、第一次安倍内閣の発足に伴い、内閣官房に出向し、内閣総理大臣秘書官を務めた。第一次安倍改造内閣の退陣後は経済産業省に戻り、資源エネルギー庁次長などの要職を歴任。2012年より第二次・三次・四次安倍内閣で内閣総理大臣秘書官を務めた。2019年、第四次安倍第二次改造内閣で内閣総理大臣補佐官を兼務。

2021年、キャノングローバル研究所研究主幹。

東京大学法学部卒業。JETRO研究員(テキサス州ライス大学政治大学院)。

川上 潤

シニア アドバイザー

1987年日本ブーズ・アレン・アンド・ハミルトン入社。東京及びNYオフィスで勤務。1997年日本ゼネラル・エレクトリック株式会社に入社。企画開発部長、GEエンジンサービス北アジア地域統括ゼネラルマネージャーを経て2000年には日本ゼネラル・エレクトリック及び日本GE エンジンサービスの取締役に就任。M&Aに加えて、パワー事業、プラスチック事業、アプライアンス事業などをはじめとする、GE内の様々な事業において事業開発を手掛けた。2004年にGEヘルスケア・ジャパン株式会社常務取締役 サービス統括本部長に就任、その後常務取締役 営業本部長、取締役副社長 画像診断機器統括本部長、取締役副社長 ヘルスケア統括本部長などの要職を歴任し、2011年代表取締役社長兼CEOに就任。GEヘルスケアでは、超高齢化社会の医療ニーズにフォーカスした日本からのグローバル市場への製品、ソリューション発信で同社の成長を牽引した。2017年にアルテリアネットワークス株式会社の代表取締役社長CEOに就任。2018年に同社を東証一部上場に導いた。

現在、株式会社リガクの非常勤取締役。

東京大学経済学部卒。ノースウエスタン大学にてMBAを取得。

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。

 

 

 

西村 豊

シニア アドバイザー

1987年から16年間にわたりゼネラル・エレクトリックに勤務。GEメディカルシステムズ・アジア及びGEエジソン生命保険株式会社にて、ファイナンスやマーケティング等の分野の要職に従事。2003年よりリシュモンジャパンに加わる。CFOCOOを経て、2005年より代表取締役社長兼リージョナルCEOに就任し、マーケットシェア拡大とコスト削減を目指した事業改革を主導。

現在、株式会社おやつカンパニー、三生医薬株式会社および株式会社トキワの非常勤取締役。

経済同友会会員。

慶應義塾大学経済学部卒

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。

東京女子大学文理学部日本文学科卒

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