The Carlyle Group Inc. is an American multinational company with operations in private equity, alternative asset management and financial services. As of 2023, the company had $426 billion of assets under management.
Lazard Inc. is a financial advisory and asset management firm that engages in investment banking, asset management and other financial services, primarily with institutional clients. It is the world's largest independent investment bank, with principal executive offices in New York City, Paris and London.
The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and institutional clients. It has over 380 branches, primarily in financial centers in the United States and the United Kingdom. It is on the list of largest banks in the United States by assets. As of December 31, 2023, it had $8.5 trillion in client assets, 34.8 million active brokerage accounts, 5.2 million corporate retirement plan participants, and 1.8 million banking accounts. It also offers a donor advised fund for clients seeking to donate securities. It was founded in San Francisco, California, and is headquartered in Westlake, Texas.
Peter Chernin is an American film and television producer, businessman and investor. He is the chairman and CEO of The Chernin Group (TCG), which he founded in 2010. TCG manages, operates and invests in businesses in the media, entertainment, and technology sectors.
The Robert H. Smith School of Business is the business school at the University of Maryland, College Park, a public research university in College Park, Maryland. The school was named after alumnus Robert H. Smith. One of 12 colleges and schools at the university's main campus, the Smith School offers programs at both the graduate and undergraduate levels. It is accredited by the Association to Advance Collegiate Schools of Business (AACSB) to award bachelor's, master's, and doctoral degrees in business.
W. Don Cornwell is a retired investment banker and broadcast media executive. He was the founder, CEO, and Chairman of Granite Broadcasting, which at the time was the largest television broadcast company controlled by an African American, from 1988 to his retirement in 2009. Prior to founding Granite Broadcasting, he was at Goldman Sachs for 17 years.
Arlington Asset Investment Corp. is a mortgage real estate investment trust headquartered in McLean, Virginia. It is an investment firm that focuses primarily on investing in mortgage related assets and residential real estate.
Gary Lewis Crittenden is an American financial manager. He is an executive director of HGGC, and was previously CEO and chairman. He is also the former chairman of Citi Holdings. He was chairman of Citadel, Power Holdings, and iQor; lead independent director of Pluralsight; and has sbeen on the boards of Extra Space Storage, Staples Inc., Ryerson, Inc., TJX Companies, and Utah Capital Investment Corp. From 2000 to 2007, Crittenden was executive vice president and chief financial officer (CFO) of American Express, and from March 2007 to March 2009, he was the chief financial officer of Citigroup.
FBR & Co. was a capital markets firm headquartered in Arlington, Virginia. Founded in 1989 by Emanuel J. Friedman, Eric F. Billings, and W. Russell Ramsey, the company provided investment banking, merger and acquisition advisory, institutional brokerage, and research services through its subsidiaries FBR Capital Markets & Co. and MLV & Co. FBR focused capital and financial expertise on the following industry sectors: consumer; energy & natural resources; financial institutions; healthcare; insurance; industrials; real estate; and technology, media & telecom. FBR was based in the Washington, D.C. metropolitan area with offices throughout the United States. In 2017 the company was sold to B. Riley Financial for $160.1 million.
James Patrick Gorman is an Australian-American businessman and financier. He has been executive chairman of Morgan Stanley since 2012, and was CEO of the firm from 2010 through 2023. Before becoming CEO, he was the co-president and co-head of strategic planning at the firm.
Jerry W. Levin is an American businessman.
Chain of Blame: How Wall Street Caused the Mortgage and Credit Crisis is a 2008 book about the subprime mortgage crisis in the United States by investigative journalists Paul Muolo of National Mortgage News and Mathew Padilla of the Orange County Register. The book has an accompanying website with some excerpts, author biographies and a roundup of events in the subprime mortgage crisis that occurred after the book was printed.
Robert D. Beyer is an American investor and executive. He is currently Chairman of Chaparal Investments LLC, a private investment firm and diversified holding company with interests in both financial and operating assets. Previously, he was Executive Chairman of Crescent Acquisition Corp, a publicly traded blank check company that merged with LiveVox Holdings, Inc. in 2021. He was Chief Executive Officer and a director of TCW Group from 2005 until 2009, a diversified investment management firm with assets in excess of $150 billion; he previously served as president and Chief Investment Officer from 2000 until 2005.
McDonald & Co. was a full-service investment firm based in Cleveland, Ohio, established in 1927. Internally, it was referred to as "McD" (mick-D). It was sold to hometown bank KeyCorp in 1998, but was eventually sold to the U.S. investment arm of Swiss banking giant UBS AG in 2007.
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.
Charles T. "Chuck" Akre is an American investor, financier and businessman. He is on the board of directors of Enstar Group, Ltd., a Bermuda run-off reinsurance company. He is also the founder, chairman and chief investment officer of Akre Capital Management, FBR Focus, and other funds. Akre Capital Management is based in Middleburg, Virginia.
Samena Capital is an Asia, India and MENA-focused alternative investments group, co-established in 2008 by Shirish Saraf and key partners from a cross section of industries and regions. This name was chosen due to the markets that Samena invests in. These are the Indian Subcontinent, Asia, Middle East and North Africa – a region collectively known as SAMENA. Also in ancient Buddhist script, Samena means "together" or "collective", which reflects the collective investment model the company is based on. The company and its subsidiaries employ 26 people in 3 locations worldwide, and has 48 shareholders.
The RLJ Companies is an American asset management firm owned by entrepreneur Robert Louis Johnson. After selling Black Entertainment Television in 2001, Johnson's first company, he created RLJ Companies in Bethesda, Maryland. The company's network includes hotel real estate investment, private equity, financial services, asset management, insurance services, car dealerships, sports and entertainment, and video lottery terminal (VLT) gaming. The company is headquartered in Bethesda and has additional offices in Charlotte, North Carolina; Little Rock, Arkansas; Los Angeles, California; San Juan, Puerto Rico, and Monrovia, Liberia.
W. Russell "Russ" Ramsey is an American financier and philanthropist, and the founder, chairman and CEO of asset management firm Ramsey Asset Management. He cofounded the Washington, D.C., investment firm Friedman, Billings, Ramsey Group in 1989, where he served as president, secretary and co-CEO through 2001. He also served as JV partner and a member of the Board of Directors until his retirement in 2007. He is also a founding investor in the non-profit investment organization Venture Philanthropy Partners.
William “Bill” G. Spears is an American asset manager, philanthropist and board member. Spears is currently chairman, chief executive officer and co-founder of Spears Abacus Advisors LLC, an investment management firm located in New York City.
