GLOBAL INVESTORS
ANNUAL MEETING

December 13th & 14th, 2021

The Harmonie Club

New York City, NY

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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.

Keynote Speakers

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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.
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Valerie Rockefeller | Chair Of The Board Of Directors | Rockefeller Brothers Fund

Valerie Rockefeller chairs the board of the Rockefeller Brothers Fund, a private foundation advancing social change that contributes to a more just, sustainable, and peaceful world. She also co-chairs BankFWD, a network to persuade banks to phase out financing for fossil fuel and to lead on climate. Her professional background is as a middle school special education teacher for adolescents with learning differences and emotional disabilities. She began her teaching career at Central Park East Secondary School in East Harlem, New York, and also taught in Australia. Valerie has a M.Ed. in Special Education from Bank Street College of Education and a MAT in secondary Social Studies from Columbia University Teachers College. She majored in International Relations at Stanford University, and worked as a confidential assistant to Secretary Richard Riley at the U.S. Department of Education during the first Clinton administration. She also serves as a trustee of Achievement First, the Asian Cultural Council, Columbia University Teachers College, Greenwich Academy, the Gilder Lehrman Institute of American History, Rockefeller Philanthropy Advisors and The Trust for Mutual Understanding. She was a trustee of Spelman College, and is a member of the Council on Foreign Relations. Valerie lives with her daughters Percy and Lucy and her son Davis in Old Greenwich, Connecticut.

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Anthony Scaramucci | Founder and Managing Partner | SkyBridge Capital

Anthony Scaramucci is the Founder and 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.

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Tim Draper | Founder and Managing Partner | Draper Associates

Tim Draper founded Draper Associates, DFJ and the Draper Venture Network, a global network of venture capital funds. Funded Coinbase, Baidu, Tesla, Skype, SpaceX, Twitch, Hotmail, Focus Media, Robinhood, Athenahealth, Box, Cruise Automation, Carta, Planet, PTC and 15 other unicorns from early/first rounds. He is a supporter and global thoughtleader for entrepreneurs everywhere, and is a leading spokesperson for Bitcoin and decentralization, having won the Bitcoin US Marshall’s auction in 2014, invested in over 50 crypto companies, and led investments in Coinbase, Ledger, Tezos, and Bancor, among others. He is regularly featured on all major networks as a proponent for entrepreneurship, innovative governance, free markets and Bitcoin, and has received various awards and honors including the World Entrepreneurship Forum’s “Entrepreneur of the World,” and is listed as one of the top 100 most powerful people in finance by Worth Magazine, the top 20 most influential people in Crypto by CryptoWeekly, #1 most networked VC by AlwaysOn, #7 on the Forbes Midas List, member of the Global Guru 30 Startup Gurus in the world, and #48 most influential Harvard Alum.

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A. Michael Lipper | Founder and President | Lipper Advisory Services, Inc.

Mike Lipper founded the fund and brokerage analysis firm Lipper Analytical Services in 1973. With five offices, including in London and Hong Kong, he sold the operating assets to Reuters Group PLC in 1998. During this period, he was involved with numerous industry groups, including the New York Society of Security Analysts as president, the Securities Industry Association as chair of the Institutional Committee, and the board of the New York Stock Exchange as chair of the Specialty Firms Advisory Committee. Lipper is currently president of the investment advisor Lipper Advisory Services, serving institutions and high-net-worth families. In addition, he is a managing member of LSF Partners, a private financial-services fund. He also writes a weekly blog on investment ideas and authored the book Money Wise, published in 2008. Currently, he is a senior trustee for Caltech and a trustee for Stevens Institute of Technology. In addition, he is chair of the International Stock Exchange Executives Emeriti and a member of the Columbia University Medical Center Board of Advisors. He is a founder of the U.S. Marine Corps Museum. In the past, he has served on the following boards: New Jersey Performing Arts Center, Geraldine R. Dodge Foundation, Museum of American Finance, and Drew University. He also has served as the chair of the investment committees for Atlantic Health System and New Jersey Performing Arts Center for 15 years.

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