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Keynote Speaker:
David Bonderman
Founding Partner
Texas Pacific Group
Principal, general partner and founder of Texas Pacific Group (TPG). Through investment partnerships, TPG invests primarily in restructurings, recapitalizations and buyouts in the United States, Canada and Western Europe. TPG's affiliates make similar investments in Latin America, East Asia and Eastern Europe. The past and present portfolio of TPG and its principals include: Continental Airlines, America West Airlines, Beringer Wine Estates, J. Crew, Del Monte, Ducati Motorcycles, Globespan Technologies, and ON Semiconductor.
Prior to forming Texas Pacific Group, Mr. Bonderman was Chief Operating Officer of the Robert M. Bass Group, Inc. (now doing business as Keystone, Inc.) in Fort Worth, Texas. RMBG is the personal investment vehicle of Fort Worth, Texas-based investor, Robert M. Bass. Prior to joining RMBG in 1983, Mr. Bonderman was a partner in the law firm of Arnold & Porter in Washington, DC where he specialized in corporate, securities, bankruptcy, and antitrust litigation. From 1969 to 1970, Mr. Bonderman was a Fellow in Foreign and Comparative Law in conjunction with Harvard University and from 1968 to 1969, he was Special Assistant to the U. S. Attorney General in the Civil Rights Division. From 1967 to 1968, Mr. Bonderman was Assistant Professor at Tulane University School of Law in New Orleans. Mr. Bonderman graduated Magna Cum Laude from Harvard Law School in 1966. He was a member of the Harvard Law Review and a Sheldon Fellow. He is a 1963 Phi Beta Kappa graduate of the University of Washington in Seattle.
Mr. Bonderman serves on the Boards of Continental Airlines, Inc.; Bell & Howell Company; Ducati Motorcycles S.p.A.; Co-Star Realty Information Group; Denbury Resources, Inc.; Ryanair, plc; Washington Mutual, Inc.; Oxford Health Plans, Inc.; ON Semiconductors; Magellan Health Services, Inc., Paradyne Networks, Inc., and Korea First Bank. He also serves on the Boards of The Wilderness Society, the Grand Canyon Trust, and the American Himalayan Foundation. In addition, he serves on the Board of Directors of the University of Washington Foundation as well as the Harvard Law School Dean's Advisory Board.
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John P. Costas
Chairman & CEO
Dillon Read Capital Management
John Costas became CEO of Dillon Read Capital Management as of July 2005 and Chairman as of January 2006. Dillon Read Capital Management is a UBS wholly owned subsidiary dedicated to providing industry leading alternative asset management products to investors.
Before becoming Chairman & CEO of Dillon Read Capital Management, John was Deputy CEO, UBS AG, Chairman & CEO, UBS Investment Bank and Head of the Group Executive Board Risk Management Committee. Receiving numerous awards such as “Bank of the Year” by Investment Dealers’ Digest and the “World’s Best Investment Bank” by Euromoney magazine. UBS Investment Bank has over 16,000 professionals in 30 countries, in which John led to record profitability during his last full year as CEO.
John is also an active member in the community. He is a board member of a number of organizations, including A Better Chance, the nation's leading charitable organization engaged in seeking out academically talented minority students and placing them in many of the nation's finest private and public high schools. John sits on the Board of Overseers for the Tuck School of Business at Dartmouth University. Additionally, John is a Board of Directors member of the Partnership for New York City and a member of the NYSE Board of Executives.
Prior to becoming Chairman and CEO, John was President and Chief Operating Officer at UBS Investment Bank from December 1999. He joined the firm in July 1998 as Managing Director, Global Head of Fixed Income and Banking Products. He has also served as the Global Head of Interest Rates and the Global Head of Fixed Income and Treasury Products.
Before joining UBS Investment Bank, John was Senior Managing Director, Global Head of Fixed Income at Union Bank of Switzerland. Prior to that, he was Managing Director, Co-Head of Global Fixed Income at Credit Suisse First Boston.
John is a graduate of the Tuck School of Business at Dartmouth University (MBA, Finance) and the University of Delaware (BA, Political Science). John is married with two children.
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Geoff Davis
President and CEO
Unitus
Geoff Davis is president and chief executive officer of Unitus, a leading global microfinance company based in Redmond, Washington.
Unitus is a global microfinance accelerator that acts as a social venture capital investor for the microfinance industry. Unitus identifies the highest-potential microfinance institutions (MFIs) in developing countries and helps accelerate their growth through capital investments and capacity-building consulting, thus empowering them to help exponentially more poor people worldwide. In doing so, Unitus aims to demonstrate that MFIs can be run as profitable, large-scale, poverty-focused businesses with links to local capital markets. As of December 2005, Unitus had seven MFI partners worldwide serving more than 540,000 poor clients. Based in Redmond, Wash., USA, and with an office in Bangalore, India, Unitus relies on innovative financial instruments, and the financial resources of like-minded individuals and foundations, to fulfill its mission. Unitus received the 2006 Fast Company / Monitor Group Social Capitalist Award for taking an innovative, entrepreneurial, business-minded approach to alleviating global poverty. For more information about Unitus, please visit: www.unitus.com
Mr. Davis has worked extensively in the microfinance industry worldwide. In addition to founding an MFI in central Mexico in 1996 he was an early employee at Grameen Foundation U.S.A., another global microfinance organization, and has consulted for ACCION International, USAID and various microfinance institutions. From 1999-2001 he was a Fellow at the Center for International Development at Harvard University, where he wrote Housing Microfinance: Building the Assets of the Poor, One Room at a Time and Targeting the Poorest of Poor: A Handbook for Microfinance Practitioners. Hehas spoken widely on microfinance, including at the International Monetary Fund (IMF), on National Public Radio, and at Harvard, Stanford and Brigham Young Universities, as well as at conferences in Switzerland, Chile, Bangladesh, the U.S. and elsewhere. Mr. Davis is also an entrepreneur, having worked at numerous startups and formed several companies earlier in his career. In 2005 Mr. Davis was a winner of Puget Sound Business Journal’s “40 under 40” award, which recognized him as one of Seattle’s top 40 up-and-coming leaders.
Mr. Davis earned a B.A. in international relations from Brigham Young University, and a master’s degree in development economics and public policy from Harvard University.
He is fluent in French, conversational in Spanish, and has worked and traveled extensively throughout Latin America, the Middle East, India, other parts of Asia, and Africa, in addition to the U.S. and Europe. He lives with his wife and three daughters in Redmond, Washington.
For more information about Unitus, please visit www.unitus.com.
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Josh Lerner
Jacob H. Schiff Professor of Investment Banking
Harvard Business School
Josh Lerner is the Jacob H. Schiff Professor of Investment Banking at Harvard Business School, with a joint appointment in the Finance and Entrepreneurial Management Units. He graduated from Yale College with a Special Divisional Major that combined physics with the history of technology. He worked for several years on issues concerning technological innovation and public policy, at the Brookings Institution, for a public-private task force in Chicago, and on Capitol Hill. He then obtained a Ph.D. from Harvard's Economics Department. Much of his research focuses on the structure and role of venture capital and private equity organizations. (This research is collected in two books, The Venture Capital Cycle and The Money of Invention.) He also examines policies towards intellectual property protection, particularly patents, and how they impact firm strategies in high-technology industries. (The research is discussed in the Innovation and Its Discontents.) He founded, raised funding for, and organizes two groups at the National Bureau of Economic Research: Entrepreneurship and Innovation Policy and the Economy. He is a member of a number of other NBER groups and serves as co-editor of their publication, Innovation Policy and the Economy. His work has been published in a variety of top academic journals. In the 1993-94 academic year, he introduced an elective course for second-year MBAs on private equity finance. In recent years, “Venture Capital and Private Equity” has consistently been one of the largest elective courses at Harvard Business School. (The course materials are collected in Venture Capital and Private Equity: A Casebook, now in its third edition (Wiley, 2004).) He also teaches a doctoral course on entrepreneurship and organizes an annual executive course on private equity. He serves as the School’s representative on Harvard University Patent, Trademark and Copyright Committee and on the Provost’s Committee on Technology Transfer.
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Eric Mindich
Founder
Eton Park Capital Management
Eric Mindich is CEO of Eton Park, a global, multi-disciplinary, team-oriented investment organization dedicated to delivering superior risk-adjusted returns over multi-year periods. The firm has offices in New York, London and Hong Kong, and manages more than $5 billion.
Prior to forming Eton Park in 2004, Eric spent 15 years at Goldman Sachs in two main roles: leading the firm's Equities Arbitrage business and managing the firm's Equities Division. Eric joined the firm in 1988 in the Equities Arbitrage Department and ran that department from 1992 until 2000. In 1994, at age 27, he became the youngest partner ever in the history of Goldman Sachs. In 2000, Eric became Co-Chief Operating Officer of the Equities Division and in 2002 became Co-Head of the Equities Division and a member of the Goldman Sachs Management Committee. In 2003, Eric joined the Executive Office as Senior Strategy Officer and Chair of the Firmwide Strategy Committee.
Eric serves as a trustee of The Mount Sinai Medical Center, Inc., and as a board member of Lincoln Center Theater, the Whitney Museum of American Art, and The Horace Mann School. Eric served as a director of the Harvard Management Company from 1996 to 2004.
Eric graduated from Harvard College in 1988 with a BA in Economics, summa cum laude, and was elected to Phi Beta Kappa.
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David M. Rubenstein
Founding Partner & Managing Director
The Carlyle Group
David M. Rubenstein is a Founding Partner and Managing Director of The Carlyle Group, one of the world’s largest private equity firms. Mr. Rubenstein co-founded the firm in 1987. Since then, Carlyle has grown into a firm with 25 offices around the world with more than $34 billion under management. Mr. Rubenstein is based in Washington, DC.
Prior to co-founding Carlyle, Mr. Rubenstein practiced law in Washington with Shaw, Pittman, Potts & Trowbridge (now Pillsbury Winthrop Shaw Pittman). Prior to this, during the Carter Administration from 1977-1981, Mr. Rubenstein was Deputy Assistant to the President for Domestic Policy. From 1975-76, he served as Chief Counsel to the U.S. Senate Judiciary Committee’s Subcommittee on Constitutional Amendments. From 1973-75, Mr. Rubenstein practiced law in New York with Paul, Weiss, Rifkind, Wharton & Garrison.
Mr. Rubenstein, a native of Baltimore, is a 1970 magna cum laude graduate of Duke where he was elected Phi Beta Kappa. Mr. Rubenstein graduated in 1973 from The University of Chicago Law School where he was an editor of the Law Review.
Mr. Rubenstein is on the Board of Directors, Trustees or Overseers of Duke University, Johns Hopkins University, the Lincoln Center for the Performing Arts (Vice Chairman), the Kennedy Center for the Performing Arts, the Memorial Sloan-Kettering Cancer Center, the Council on Foreign Relations, the Institute for Advanced Study, the Cold Spring Harbor Laboratory, the Center for Strategic and International Studies, the Institute for International Economics, Freedom House and the Dance Theatre of Harlem.
Mr. Rubenstein is also a member of the Visiting Committee of the Kennedy School of Government at Harvard, the Advisory Board of the Stanford Institute for Economic Policy Research, the Trustees’ Council of the National Gallery of Art, the Madison Council of the Library of Congress, the Trilateral Commission and the National Advisory Committee of JPMorgan Chase.
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November 16, 2006
8:00am–6:00pm
New York, NY
Event location will be disclosed to attendees upon completion of the registration process.
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