取締役会

Executive Officer Leadership Committee Nominating and Governance Committee Compensation Committee Audit Committee

Peter J. Clare

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

Peter J. Clare

Chief Investment Officer for Corporate Private Equity and Chairman of Americas Private Equity
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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. Mr. Clare previously served as the Co-Head of the US Buyout and Growth team and as Deputy Chief Investment Officer of the Company’s CPE segment. 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 Sedgwick Claims Management. Mr. Clare has previously served on the boards of Booz Allen Hamilton, CommScope, Inc., Nouryon, Pharmaceutical Product Development (PPD), Sequa and Signode Industrial. 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, Interim CEO, and Co-Chairman

William E. Conway, Jr.

Co-Founder, Interim CEO, and Co-Chairman
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Mr. Conway is a Co-Founder and Interim CEO, and current 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 Chairman Emeritus

Daniel A. D'Aniello

Co-Founder and Chairman Emeritus
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Mr. D’Aniello is a Co-Founder and 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.

Linda H. Filler

Board Member

Linda H. Filler

Board Member

Ms. Filler is a member of our Board of Directors. 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 Hanes Brands, 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 on the Board of Eversight, a leader in AI-based price and promotion optimization for consumer goods companies and retailers. Ms. Filler serves as Chair of the Development Committee for the Chicago Public Library Foundation, and on the Foundation’s Executive Committee, among other philanthropic activities.

Ms. Filler earned an MBA from Harvard Business School and an MS from the University of North Texas.

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 is the Chairperson of Nominating and 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), 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.

Mark S. Ordan

Board Member

Mark S. Ordan

Board Member

Mr. Ordan is a member of our Board of Directors. Mr. Ordan was elected to our Board of Directors effective April 1, 2022, and is a member of the Compensation Committee. Mr. Ordan joined Mednax in July 2020 and currently serves as Chief Executive Officer.

Previously, Mr. Ordan founded and served as Chief Executive Officer of Quality Care Properties, Inc. from 2016 to 2018. In July 2018, he completed a sale of the company to Welltower and Promedica. Before that, Mr. Ordan served as Chief Executive Officer of Washington Prime Group Inc. from 2014 to 2015, from its inception as a spin-off of the Simon Property Group. From 2008 to 2013, Mr. Ordan served as Chief Executive Officer of Sunrise Senior Living, Inc. where he led the company’s turnaround and restructuring and oversaw the sale of the company in January 2013. From 2006 to 2007, he served as Chief Executive Officer of The Mills Corporation, which he sold to Simon Property Group and Farrallon.

Mr. Ordan holds a bachelor’s degree in philosophy from Vassar College. He received a master’s degree in business administration from Harvard Business School. Additionally, he is a recipient of the Hitchcock Humanitarian Award from the Cystic Fibrosis Foundation and is an inductee of the Washington Business Hall of Fame. Mr. Ordan currently serves on the Board of Directors of Mednax, Federal Realty Investment Trust and Vassar College. Additionally, he serves as Vice Chairman of the Board for the U.S. Chamber of Commerce.

Derica W. Rice

Board Member

Derica W. Rice

Board Member

Mr. Rice is a member of our Board of Directors. 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.

Dr. Thomas S. Robertson

Board Member

Dr. Thomas S. Robertson

Board Member

Dr. Robertson is a member of our Board of Directors. Dr. Robertson was elected to our Board of Directors effective May 2, 2012, and is a member of the Audit Committee. Dr. Robertson was elected to our Board of Directors effective May 2, 2012. Dr. Robertson was the Dean of The Wharton School from 2007 to 2014. Since then, he has been the Joshua J. Harris Professor of Marketing at The Wharton School where he holds the positions of Academic Director of the Baker Retailing Center and Executive Director of the Wharton INSEAD Alliance. Previously, Dr. Robertson was Dean of Emory University’s Goizueta Business School from 1998 to 2007. He also served as Special Assistant to Emory University’s president on issues of international strategy and was a founding director of the Institute for Developing Nations, which was established jointly by Emory University and The Carter Center in fall 2006. Before joining Emory, Dr. Robertson was the Sainsbury Professor and Chair of the Marketing Department and Deputy Dean of the London Business School from 1994 to 1998. He also served as a member of the Marketing faculty at The Wharton School from 1971 to 1994 and was the Associate Dean for Executive Education. Dr. Robertson is currently on the Advisory Board of The Sorbonne Universities and is a former director of CRA International, Inc. and PRGX Global, Inc. He 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 Co-Chairman

David M. Rubenstein

Co-Founder and Co-Chairman
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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. 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 and serves on the Boards of 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

William J. Shaw

Board Member

Mr. Shaw is a member of our Board of Directors. 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 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

Anthony Welters

Board Member

Mr. Welters is a member of our Board of Directors. 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 Governance Committee. He is Founder, Chairman and CEO of CINQ Care 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.

グローバル・リーダーシップ・チーム

Leadership Committee Operating Committee Executive Officer

Charles Andrews

Chief Accounting Officer

Charles Andrews

Chief Accounting Officer
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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

Head of Global Investment Solutions

Ruulke Bagijn

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

Ruulke Bagijn is Head of Carlyle’s Global Investment Solutions segment and and Chair of the Board of AlpInvest. She is based in New York. Ms. Bagijn is a member of the AlpInvest Investment Committee, the Carlyle Diversity & Inclusion Council, and Carlyle's Leadership Committee.

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.

Jeff Bronaugh

Chief Technology Officer

Jeff Bronaugh

Chief Technology Officer
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Jeff Bronaugh is a Managing Director and firm’s Chief Technology Officer based in Washington, D.C. He has been with the firm for 9 years and held various positions including the head of Global Operations & Engineering and Corporate Services. He is also a member of Carlyle's Operating Committee.

Prior to joining Carlyle, Jeff spent 10 years at Deloitte Consulting where he was a leader in their Strategy and Operation’s practice driving change at large organizations while focused on mergers & acquisitions, corporate strategy, finance transformation, and global technology implementation projects. Prior to that, Jeff worked in audit for 2 years at Deloitte Touche Tohmatsu.

Jeff earned his B.B.A in Accounting Information Systems and Computer Science from James Madison University and is a licensed CPA in Virginia.

Curtis L. Buser

Chief Financial Officer

Curtis L. Buser

Chief Financial Officer
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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. He is also a member of Carlyle's Leadership and Operating Committees.

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
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Catherine L. Ziobro is a Managing Director and has served as Chief Compliance Officer for Carlyle since January 2009. She is based in Washington, DC.

Prior to joining Carlyle in 2004, Ms. Ziobro was with the law firm of Morgan, Lewis & Bockius, where she focused on a transactional and regulatory securities law practice. Prior to that, she clerked for a US federal bankruptcy judge in the Eastern District of Virginia from 1997 to 1998, and worked at the U.S. Federal Reserve Board of Governors in the International Finance Division from 1992 to 1994.

Ms. Ziobro received a B.S. in finance from Fairfield University in 1992. She received a J.D. from the University of Virginia in 1997 and is a member of the bars of California, the District of Columbia and Virginia.

Peter J. Clare

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

Peter J. Clare

Chief Investment Officer for Corporate Private Equity and Chairman of Americas Private Equity
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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. Mr. Clare previously served as the Co-Head of the US Buyout and Growth team and as Deputy Chief Investment Officer of the Company’s CPE segment. 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 Sedgwick Claims Management. Mr. Clare has previously served on the boards of Booz Allen Hamilton, CommScope, Inc., Nouryon, Pharmaceutical Product Development (PPD), Sequa and Signode Industrial. 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, Interim CEO, and Co-Chairman

William E. Conway, Jr.

Co-Founder, Interim CEO, and Co-Chairman
ワシントンD.C.

Mr. Conway is a Co-Founder and Interim CEO, and current 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.

Bethany De Lude

Chief Information Security Officer

Bethany De Lude

Chief Information Security Officer
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Bethany De Lude serves as Carlyle’s Chief Information Security Officer and is based in Washington, DC. She is also a member of Carlyle's Operating Committee.

She leads Carlyle’s cybersecurity program and works with stakeholders across the firm to create an adaptable and secure business environment. She believes that cyber resilient organizations inspire trust, preserve value, and achieve competitive advantage by being able to focus on delivering strategic outcomes without distraction. She chairs Carlyle’s cyber security steering committee and leads the Women of GTS cohort.

Prior to joining Carlyle, she was the first CISO for the Federal Judiciary, the PCAOB, and Riggs Bank. She has also held leadership positions at the National Security Agency, PricewaterhouseCoopers, and the Corporate Executive Board. Bethany earned an MS degree in Information and Telecommunication Systems from the Johns Hopkins University and a BA in Mathematics from the University of North Carolina at Chapel Hill. She holds a US Patent [#6,223,985] and has been a Certified Information Systems Security Professional [#27959] since 2002.

Stacey Dion

Head of Global Government Affairs

Stacey Dion

Head of Global Government Affairs
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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. She is also a member of Carlyle's Leadership and Operating Committees.

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
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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

Chief Operating Officer

Christopher Finn

Chief Operating Officer
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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.

 

David M. Garofalo

Chief Operating Officer of Global Credit

David M. Garofalo

Chief Operating Officer of Global Credit
ニューヨーク(ニューヨーク州)

David Garofalo is a Managing Director and Chief Financial Officer of Global Credit at Carlyle. He joined Carlyle in 2020 and is based in New York, NY. He is also a member of Carlyle's Operating Committee.

Prior to joining Carlyle, Mr. Garofalo was a Managing Director at Goldman Sachs. During his 14 years at Goldman Sachs, he held various management roles including Global Co-head of Consumer Investment Management Division (CIMD) Controllers focusing on valuation, performance, fund and corporate accounting. Most recently, Mr. Garofalo was responsible for firm-wide valuation and led the Global Product Control team for CIMD. He was on various committees including Chair of CIMD Valuation Committee, member of CIMD New Activity and CIMD Risk Committee.

Prior to joining Goldman Sachs, Mr. Garofalo was an Executive Director at WestLB in Finance Product Control. Prior to that, he was a manager at EY, where he began his career. Mr. Garofalo graduated from Binghamton University and is a CPA.

Daniel Harris

Head of Public Investor Relations

Daniel Harris

Head of Public Investor Relations
ニューヨーク(ニューヨーク州)

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.

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, she 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 CSR 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 M.B.A. from The Wharton School and her B.A. from Vanderbilt University.

Erica Herberg

Chief Financial Officer of AlpInvest Partners

Erica Herberg

Chief Financial Officer of AlpInvest Partners
アムステルダム(オランダ)

Erica Herberg is a Managing Director and the Chief Financial Officer of AlpInvest Partners. She is a member of the AlpInvest Partners Board and Carlyle's Operating Committee. 

Previously, Erica was Chief Financial Officer of Carlyle’s Global Credit segment and before that she was responsible for the Fund Management Operations of Carlyle’s Europe based private equity funds, based in Luxembourg and London. Prior to this role Erica led the Real Assets Partnership Accounting team in Washington D.C. office. She joined Carlyle in 1999 from KPMG, LLP.

Erica earned a BS in accounting from Boston College.

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. He is also a member of Carlyle's Leadership Committee.

Prior to joining Carlyle, Mr. Jenkins was a Senior Managing Director at CPPIB and responsible for leading CPPIB’s Global Private Investment group. 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.

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 at Carlyle and has served in that capacity since he joined the firm in November 2019. He is also a member of Carlyle's Leadership and Operating Committees.

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.

Eleena Melamed

Head of Strategic Operations

Eleena Melamed

Head of Strategic Operations
ニューヨーク(ニューヨーク州)

Eleena Melamed is a Principal in the Executive Office, working with senior leadership across the organization on business strategy, corporate operations, and firm initiatives. She is based in New York. She is also a member of Carlyle's Operating Committee. 

Prior to joining Carlyle, Eleena was most recently at KKR where she was the Head of Business Strategy for the Client and Partner Group and also oversaw a portfolio of the firm’s multi-asset Strategic Partnership Investments, including product design, portfolio construction, relationship management, and investment implementation. Prior to KKR, Eleena was at Bridgewater Associates where she was Chief of Staff to the Head of the Client Service Department and an Associate Client Advisor for the firm’s key strategic partners. Eleena began her career as an investment professional in Lehman Brothers’ Private Equity division where she focused on balance sheet investments and business strategy. After Lehman’s bankruptcy, Eleena remained at Lehman Brothers Holdings Inc and worked on the management, restructuring, and sale of Lehman’s Principal Investments, Private Equity, and Hedge Fund portfolios. Notable transactions include the spinouts of Trilantic Capital, Neuberger Berman, and secondary sale of Lehman’s 70+ Private Equity LP portfolio.   

Eleena received her bachelor’s degree in Political Science from Columbia University where she graduated summa cum laude, phi beta kappa, and as Valedictorian of her class.

Eleena is a former ballerina with the American Ballet Theatre. She is currently the head of the Junior Board of Kaatsbaan, cultural dance park.

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.

Daniel Mutzig

Global Chief Audit Executive

Daniel Mutzig

Global Chief Audit Executive
ワシントンD.C.

Daniel Mutzig is a Partner, Managing Director and Carlyle’s Global Chief Audit Executive. He is also the Deputy Risk Officer and sits on the Firm’s Risk Committee. He is based in Washington, DC. He is also a member of Carlyle's Operating Committee.

Mr. Mutzig has significant experience in providing audit, risk, advisory, and consulting services across various disciplines, including financial, internal control, operational, regulatory, compliance, governance, and risk management. 

Prior to joining Carlyle, Mr. Mutzig worked in the Office of the Chief Auditor at the Public Company Accounting Oversight Board. Prior to that, he was an Audit Partner with Ernst & Young, having started his career with Arthur Andersen. Mr. Mutzig has extensive experience in public accounting and primarily served large, public registrants in a variety of industries, including private equity, real estate and hospitality, telecommunications and retail and consumer products, among others. He has provided a broad array of services, including external audit, internal audit co-sourcing, internal audit advisory services, financial and accounting services related to multiple initial public offerings, private placements, large transactions and transaction due diligence services.   

Mr. Mutzig is a certified public accountant and a chartered global management accountant (CGMA). He received his BBA and graduated summa cum laude in accounting from Ohio University.

Brian Schreiber

Head of Carlyle Insurance Solutions

Brian Schreiber

Head of Carlyle Insurance Solutions
ニューヨーク(ニューヨーク州)

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.

Ryan Selwood

Chief Development Officer

Ryan Selwood

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

Ryan Selwood is a Partner and Chief Development Officer at Carlyle based in New York. In his role, he is involved in a range of investment and management activities across Carlyle, working alongside many in leadership to drive major priorities including growth initiatives and corporate M&A. He will serve on Investment Committees across all segments of the firm. He is also a member of Carlyle's Leadership and Operating Committees.

Prior to joining Carlyle, Mr. Selwood spent over 15 years at Canada Pension Plan Investment Board (“CPP Investments”), one of the world’s largest investors of private capital, where he was Head of Direct Private Equity and a member of the Global Leadership Team with responsibility for the firm’s CA$53 billion direct PE portfolio across North America and Europe. He also served on its Investment Decision Committee, which approves large investments across all asset classes globally, and its Private Equity Investment Committee. Prior to CPP Investments, Mr. Selwood was an investment banker at Merrill Lynch & Co.

He has served on the boards of Waymo, Wilton Re, Dorna Sports, Antares, Ascot Group and AWAS Aviation Capital.

Mr. Selwood earned his LL.B./MBA from Osgoode Hall Law School and Schulich School of Business at York University and his BA from Western University.

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.

Admiral James Stavridis

Vice Chair, Global Affairs and Managing Director

Admiral James Stavridis

Vice Chair, Global Affairs and Managing Director
ワシントンD.C.

Admiral James Stavridis, USN, Ret, is Vice Chair, Global Affairs and a Managing Director 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.

Macky Tall

Chair of Global Infrastructure

Macky Tall

Chair of Global Infrastructure
ワシントンD.C.

Macky Tall is a Partner and Chair of Carlyle’s Infrastructure Group, which includes efforts across transportation, renewables, energy, power, water and digital infrastructure. He is based in Washington, DC. He is also a member of Carlyle's Leadership Committee.

Prior to joining Carlyle, Mr. Tall served in a series of leadership positions at Caisse de dépôt et placement du Québec (CDPQ), one of the world’s largest infrastructure investors and the second largest pension fund in Canada. He also served on CDPQ’s Executive Committee and Investment-Risk Committee, served as founding Chair and CEO of CDPQ Infra, CDPQ’s subsidiary specializing in major infrastructure projects, and as Chairman of the Board of Directors of Ivanhoé Cambridge, CDPQ’s real estate subsidiary. Before joining CDPQ, he held several senior management positions with companies in the energy and finance sectors, namely Hydro-Québec, MEG International, Novergaz and Probyn & Company.

Mr. Tall also sits on the Board of Directors of The National Bank of Canada, and the United Nations Joint Staff Pension Fund Investments Committee. In addition, he has served as co-chair of the Advisory Committee of the Global Infrastructure Facility of the World Bank.

He holds a Bachelor’s degree in Business Administration (Finance) from HEC Montréal and an MBA (Finance) from the University of Ottawa. He also completed an undergraduate degree in Economics at Université de Montréal.

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 Carlyle. Mr. Thomas helps to formulate firmwide investment strategies and serves as the Chief Investment Officer for managed accounts and the economic adviser to the firm’s Global Private Equity and Credit Investment Committees. 

Prior to joining Carlyle, Mr. Thomas 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 acted as the 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.

Nathan Urquhart

Global Head of Investor Relations

Nathan Urquhart

Global Head of Investor Relations
ニューヨーク(ニューヨーク州)

Nathan Urquhart is a Managing Director - Partner and Global Head of Investor Relations. He is based in New York. He is also a member of Carlyle's Operating Committee.

Nathan joined Carlyle in early 2019 as the Head of Credit Investor Relations before becoming the Global Head of Investor Relations in November 2020. Prior to joining Carlyle, Nathan was at Oz Management for 11 years, where he was most recently Executive Managing Director and Co-Head of Global Investor Relations. Prior to Oz, he spent four years at UBS in the Private Fund Group, raising capital for several buyouts, credit and infrastructure funds. Nathan began his career at J.P. Morgan in corporate finance. 

Nathan received a B.S. in business administration with Special Attainments in accounting from Washington and Lee University.

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 Carlyle, helping ensure that the firm is maximizing its market competitiveness, driving growth and operating most effectively and efficiently as an institution. He is also a member of Carlyle's Operating Committee.
 
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。

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、オリオンビール株式会社、株式会社リガク、及びAOI TYO Holdings株式会社の非常勤取締役。

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)

19924月より住友銀行(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(銀行からの出向)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・フレール(現: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年よりラザードに移籍、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。

20064月よりカーライル・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とカーブアウト案件の責任を担う。202110月より、カーライル投資先の株式会社エネウィル(旧:JAG国際エナジー株式会社)、及び国際航業株式会社の取締役に従事。過去には投資先であった、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)、センクシア株式会社(旧:日立機材株式会社)の投資を主導し、取締役にも従事。これ以外にも、過去にはクオリカプス株式会社、ウォルブロー株式会社の取締役にも従事。

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。

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、マネージング ディレクターとして、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を担う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。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、シンプレクス株式会社及びウォルブロー株式会社の非常勤取締役、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。

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

蕪木 学

マネージングディレクター

蕪木 学

マネージングディレクター
東京(日本)

日本興業銀行(現みずほフィナンシャルグループ)に10年間勤務し、債券投資及びM&Aアドバイザリー業務に従事。その後10年間ゴールドマン・サックス証券の投資銀行部門にて一般消費財業界や不動産業界を含む様々な業界のM&Aアドバイザリー業務や資金調達業務に従事。その後5年間ローン・スター・ジャパン・アクイジッションズにて企業投資や不動産投資を主導。2022年にカーライル・グループに参画。

東京大学工学部卒。ロチェスター大学にてMBA取得

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、2021年4月から2022年3月まで同社代表取締役会長 CEOを務めた。

2009年1月から2011年6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。

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、株式会社リガク及び三共理化学株式会社の非常勤取締役。

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。

 

 

 

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20226月まで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。2022年より株式会社トキワの非常勤取締役、AOI TYO Holdings株式会社の非常勤取締役及び株式会社ユナイテッドアローズの社外取締役

東京女子大学文理学部日本文学科卒。

チーム一覧

Name Title Location Industry Business Segment
相浦 沙絵 ヴァイスプレジデント 東京(日本) インベスター リレーションズ
Charles Andrews Chief Accounting Officer ワシントンD.C.
Ruulke Bagijn Head of Global Investment Solutions ニューヨーク(ニューヨーク州) インベストメント・ソリューション
Jeff Bronaugh Chief Technology Officer ワシントンD.C.
Curtis L. Buser Chief Financial Officer ワシントンD.C.
Catherine Ziobro Chief Compliance Officer ワシントンD.C.
Peter J. Clare Chief Investment Officer for Corporate Private Equity and Chairman of Americas Private Equity ワシントンD.C. コーポレート・プライベート・エクイティ
William E. Conway, Jr. Co-Founder, Interim CEO, and Co-Chairman ワシントンD.C.
Daniel A. D'Aniello Co-Founder and Chairman Emeritus ワシントンD.C.
Bethany De Lude Chief Information Security Officer ワシントンD.C.
Stacey Dion Head of Global Government Affairs ワシントンD.C. Investor Services
Leigh Farris Global Head of Corporate Communications ニューヨーク(ニューヨーク州)
Jeffrey W. Ferguson General Counsel ワシントンD.C.
Linda H. Filler Board Member
Christopher Finn Chief Operating Officer ワシントンD.C.
Lawton W. Fitt Board Member and Lead Independent Director
David M. Garofalo Chief Operating Officer of Global Credit ニューヨーク(ニューヨーク州) グローバル・マーケット・ストラテジー
James H. Hance, Jr. Board Member
Daniel Harris Head of Public Investor Relations ニューヨーク(ニューヨーク州) Investor Services
Kara Helander Chief Diversity, Equity and Inclusion Officer ワシントンD.C.
Erica Herberg Chief Financial Officer of AlpInvest Partners アムステルダム(オランダ) インベストメント・ソリューション
磯野 泰二 ディレクター 東京(日本) テクノロジー・ビジネスサービス, 通信・メディア コーポレート・プライベート・エクイティ
Mark Jenkins Head of Global Credit ニューヨーク(ニューヨーク州) グローバル・マーケット・ストラテジー
蕪木 学 マネージングディレクター 東京(日本) コーポレート・プライベート・エクイティ
神田 泰之 マネージングディレクター 東京(日本) インベスター リレーションズ
川藤 大 ディレクター 東京(日本) 製造業 コーポレート・プライベート・エクイティ
Georgette Kiser オペレーティング エグゼクティブ ワシントンD.C.
小平 健 マネージングディレクター 東京(日本) インベスター リレーションズ
Bruce Larson Chief Human Resources Officer ワシントンD.C.
Hwanhee Lee ディレクター 香港(中国) インベスター リレーションズ
Brian Lindley Global Head of Capital Markets ロンドン(英国) コーポレート・プライベート・エクイティ
Edward J. Mathias シニア アドバイザー ワシントンD.C.
Eleena Melamed Head of Strategic Operations ニューヨーク(ニューヨーク州)
Heather Mitchell Chief Risk Officer and Head of EMEA ロンドン(英国)
三井 麻紀 マネージングディレクター 東京(日本) インベスター リレーションズ
Daniel Mutzig Global Chief Audit Executive ワシントンD.C.
西澤 利彦 ディレクター 東京(日本) 全般 コーポレート・プライベート・エクイティ
小倉 淳平 マネージングディレクター 東京(日本) テクノロジー・ビジネスサービス, 通信・メディア コーポレート・プライベート・エクイティ
Mark S. Ordan Board Member
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) 製造業 コーポレート・プライベート・エクイティ
Derica W. Rice Board Member
Dr. Thomas S. Robertson Board Member
Bruce E. Rosenblum Managing Director ワシントンD.C.
David M. Rubenstein Co-Founder and Co-Chairman ワシントンD.C.
斎藤 玄太 ディレクター 東京(日本) ヘルスケア コーポレート・プライベート・エクイティ
Brian Schreiber Head of Carlyle Insurance Solutions ニューヨーク(ニューヨーク州) グローバル・マーケット・ストラテジー
Ryan Selwood Chief Development Officer ニューヨーク(ニューヨーク州)
William J. Shaw Board Member
Megan Starr Global Head of Impact ニューヨーク(ニューヨーク州)
Admiral James Stavridis Vice Chair, Global Affairs and Managing Director ワシントンD.C. 航空宇宙・防衛及び政府サービス コーポレート・プライベート・エクイティ