Julian Hart Robertson Jr. was an American hedge fund manager, and philanthropist.
Peter Lewyn Bernstein was an American financial historian, economist and educator whose evangelizing of the efficient-market hypothesis to the public made him one of the country's best known popularizers of academic finance.
Bain Capital, LP is an American private investment firm based in Boston, Massachusetts, with around $185 billion of assets under management. It specializes in private equity, venture capital, credit, public equity, impact investing, life sciences, crypto, tech opportunities, partnership opportunities, special situations, and real estate. Bain Capital invests across a range of industry sectors and geographic regions. The firm was founded in 1984 by partners from the consulting firm Bain & Company. The company is headquartered at 200 Clarendon Street in Boston with 22 offices in North America, Europe, Asia, and Australia.
New York Life Insurance Company (NYLIC) is the third-largest life insurance company and the largest mutual life insurance company in the United States, and is ranked #71 on the 2023 Fortune 500 list of the largest U.S. corporations by total revenue. In 2023, NYLIC achieved the best possible ratings by the four independent rating companies. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.
Harvey Golub is an American businessman.
Michael R. Eisenson is a managing director and co-chairman of Charlesbank Capital Partners, LLC, a private equity investment firm based in Boston and New York. Eisenson co-founded the firm in 1998 and served as its CEO until 2017. Charlesbank raised its most recent fund, Charlesbank Equity Fund IX, in 2017, with $2.75 billion of investor commitments.
Stephen Andrew Feinberg is an American businessman and investor active in hedge fund management and private equity. He is the co-founder and Chief Executive Officer (CEO) of Cerberus Capital Management. As of July 2024, his net worth is US$4.8 billion. In 2017 Cerberus also owned DynCorp, which is a major national security contractor with the US government, charging billions for overseas military and police training. On May 11, 2018, U.S. President Donald Trump named Feinberg to head the President's Intelligence Advisory Board.
Robert W. Baird & Co. is an American multinational independent investment firm and financial services company. It is the principal U.S. operating subsidiary of Baird, an international, employee-owned financial services firm providing investment banking, capital markets, private equity, wealth management, and asset management services to individuals, corporations, institutional investors, and municipalities.
The recovery of funds from the Madoff investment scandal has been underway since the scandal broke in December 2008. That month, recovery trustee Irving Picard received funds from the Bank of New York account where Bernard Madoff held new investments into his Ponzi scheme. As it has been concluded that no legitimate investments were made on the investors' behalf for at least the last 12 years of operation, recovery has proceeded on a "money in/money out" basis. Investors are entitled to receive no more than the nominal cash amounts that they paid in and did not subsequently withdraw, without regard to inflation, interest, opportunity cost or the false statements that Madoff provided them. Those statements combined to a total balance of approximately $64 billion, while the admitted claims amount to $19.5 billion. As of March 2024, the trustee had recovered $14.7 billion toward these claims through legal action against Madoff associates, feeder funds and beneficiaries of the scheme, and had made fifteen distributions to investors. Action by the Department of Justice has recovered an additional $4 billion.
Virtus Investment Partners, Inc. operates a multi-manager asset management business, comprising a number of individual affiliated managers, each having its own investment process and brand, and the services of unaffiliated sub advisers.
Guggenheim Partners, LLC is a global investment and advisory financial services firm that engages in investment banking, asset management, capital markets services, and insurance services.
Needham & Company, LLC is an independent investment bank and asset management firm specializing in advisory services and financings for growth companies. Needham & Company is a wholly owned subsidiary of The Needham Group, which also operates a private equity investment business and an investment management business.
Glenn Russell Dubin is an American billionaire hedge fund manager and the Principal of Dubin & Co. LP, a private investment company. He is the co-founder of Highbridge Capital Management, an alternative asset management company based in New York City, and a founding board member of the Robin Hood Foundation.
A Delaware statutory trust (DST) is a legally recognized trust that is set up for the purpose of business, but not necessarily in the U.S. state of Delaware. It may also be referred to as an Unincorporated Business Trust or UBO.
Mary Callahan Erdoes is an American investment manager and businesswoman. She is the chief executive officer (CEO) of the asset and wealth management division of J.P. Morgan, serving since 2009. With the firm since 1996, she began her career as a portfolio manager, specializing in fixed income trading. From 2005 to 2009, she served as the CEO of the firm's private bank, advising wealthy families and institutions. Her career has led to her being described as the most powerful woman in American finance. She has been noted as a potential successor to Jamie Dimon, as CEO of JPMorgan Chase.
Affiliated Managers Group, Inc. (AMG) is an American financial services firm founded in 1993 and headquartered in West Palm Beach, Florida. The company's stock trades on the New York Stock Exchange under the symbol AMG, and is listed on the S&P 400 for mid-size American firms.
John Thomas Hailer is an American financial services executive. He is the Chairman of F/m Managers Group and President of 1251 Asset Management of 1251 Capital Group.
Sean Michael Healey was an American businessman who was chairman and chief executive officer of Affiliated Managers Group, Inc., a global asset management firm whose affiliates in aggregate managed approximately $736 billion as of December 31, 2018.
Davidson Kempner Capital Management LP is a global institutional alternative investment management firm with over $36 billion in assets under management. Davidson Kempner is headquartered in New York City, with additional offices in London, Hong Kong, Dublin, Philadelphia, Shenzhen and Mumbai. The firm is led by Anthony A. Yoseloff who serves as Executive Managing Member and Chief Investment Officer.
New York Life Investment Management LLC is a U.S. investment management company based in Jersey City, New Jersey. Founded in 1986, New York Life Investment's parent company is New York Life Insurance Company, the largest mutual life-insurance company in the United States, and one of the largest life insurers in the world, ranking #71 on the 2023 Fortune 500 list.
