GLOBAL INVESTORS ANNUAL MEETING
The Harmonie Club | New York City, NY
The Global Investors Annual Meeting is a closed-door program that gathers the world's leading fund managers, institutional allocators and private wealth investors currently investing and fundraising across the globe. This meeting offers a unique platform to learn from and alongside industry thought leaders. Panel sessions and Private meetings throughout both days will allow for deepening relationships, developing partnerships and fostering business. This two-day conference will host up to 400 leading investors, managers and other professionals to discuss investment opportunities and new trends in the market.
Where Great Minds Reunite
Lectures. Networking. Fundraising. Market Intelligence.
A PRESTIGIOUS LIST OF OVER 85 SPEAKERS
20 ESSENTIAL PANELS FOR SENIOR EXECUTIVES
400 INDUSTRY LEADERS PARTICIPATING
175 INSTITUTIONAL & PRIVATE WEALTH INVESTORS
Daniel A. D’Aniello | Co-Founder and Chairman Emeritus | The Carlyle Group
Daniel A. D’Aniello is Co-founder, Chairman Emeritus, member of the Executive Committee and Board of Directors of The Carlyle Group, a public global alternative asset management firm based in Washington, D.C. operating across six continents. Prior to forming Carlyle in 1987, he served as a Vice President for Finance and Development at Marriott Corporation and a financial officer at PepsiCo Inc. and Trans World Airlines. He is a 1968 magna cum laude graduate of Syracuse University; member of Beta Gamma Sigma; and a 1974 graduate of Harvard Business School, where he was a Teagle Foundation Fellow. 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 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.
Anthony Scaramucci | Founder and Co-Managing Partner| SkyBridge Capital
Anthony Scaramucci is the Founder and Co-Managing Partner of SkyBridge Capital. He is the author of four books: The Little Book of Hedge Funds, Goodbye Gordon Gekko, Hopping Over the Rabbit Hole (a 2016 Wall Street Journal best seller), and Trump: The Blue-Collar President. Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman, LLC in 2001. Earlier, he was a vice president in Private Wealth Management at Goldman Sachs & Co. In 2016, Scaramucci was ranked #85 in Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s “Entrepreneur of the Year – New York” Award in the Financial Services category. Anthony is a member of the Council on Foreign Relations (CFR), vice chair of the Kennedy Center Corporate Fund Board, a board member of both The Brain Tumor Foundation and Business Executives for National Security (BENS), and a Trustee of the United States Olympic & Paralympic Foundation. He was a member of the New York City Financial Services Advisory Committee from 2007 to 2012. In November 2016, he was named to President-Elect Trump’s 16-person Presidential Transition Team Executive Committee. In June 2017, he was named the Chief Strategy Officer of the EXIM Bank. He served as the White House Communications Director for a period in July 2017. Scaramucci, a native of Long Island, New York, holds a Bachelor of Arts degree in Economics from Tufts University and a Juris Doctor from Harvard Law School.
Mark Sotir | President | Equity Group Investments
Mark oversees all aspects of Sam Zell’s private investment firm. With more than 20 years of board and CEO experience, Mark manages and develops EGI’s corporate investment team and deploys Sam’s active-ownership approach by engaging with portfolio company management to improve business strategies and operating structures, aligning all toward achieving optimum shareholder value. Mark also serves as a Chief Operating Officer of Chai Trust Company, LLC (the corporate trustee for the Zell family trusts); as Executive Chairman of Exterran Corporation, a global market leader in natural gas production and processing services; and as Chairman of Ardent Health Partners, LLC, a provider of hospital and healthcare services, and of Lanter Delivery Systems, an asset-light dedicated delivery service provider. Before joining EGI, Mark was the CEO of Sunburst Technology Corporation and served on the company’s board of directors. Previously, he was the President of Budget Group, Inc. He holds an MBA from Harvard Business School and a BA from Amherst College.
A Few Participants Include:
Sajith RanasingheManaging Director
The Church Pension Fund
Torben Möger PedersenCEO
Sasha BernierSenior VP
Cheltenham Family Office
Caroline AbramoCIO & Founder
Leo ChenPortfolio Manager Cumberland Advisors
Terry GardnerSr. Managing Director
Jim SchnorfInvestment Committee Eastern Illinois University Foundation
Thomas ShanklinManaging Director
David PieperManaging Director
Virtu GmbH Single Family Office
Michae DanovPresident & CIO
Nick BakishWealth Management Richardson GMP
Zwick Partners LP
LI Family Office
GK Family Office
Terrell BrownCIO & CEO
Hope FellerFinancial Advisor
Cliff OberlinFounder, Chairman & CEO
Oberlin Wealth Partners.
Stuart CaplanCIO & Partner
Apex Financial Advisors
Nick ClayManaging Partner
BCS Wealth Management
Jeffry HaberSenior Director
The Commonwealth Fund
Granite Group Advisors
Ulland Investment Advisors
Sowers Family Office
Larry ChiarelloManaging Director
SkyView Investment Advisors
David MyakotnikovHead of Portfolio Administration
Ernest LiebreSenior Vice President
Altium Wealth Management
David NeubertPartner and CIO
Eagle Bay Advisors
Media & Institutional Partners
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Early Bird I
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