WPEVC Advisory Board
Wharton Private Equity & Venture Capital Association is honored to have some of the private equity industry's most prestigious and successful Wharton alumni on its Advisory Board.
Howard Gellis is a Senior Managing Director and head of Blackstone�s Corporate Debt Investment group. He is also a member of Blackstone Debt Advisors� Investment Committee and a member of the firm�s Executive Committee
Since joining Blackstone in 1999, Mr. Gellis has served as Co-Chairman of the Mezzanine Group�s Investment Committee where he is responsible for the strategic direction of the group as well as oversight of the investment process, including credit and market development activities.
Prior to joining Blackstone, Mr. Gellis was a Managing Director of Nomura Holding America Inc.�s Leveraged Capital Group, which he founded in 1994. Previously, Mr. Gellis headed mezzanine and institutional marketing activities for Alliance Capital Management, L.P.�s corporate finance group (and its predecessor, Equitable Capital Management Corporation) from 1987 to 1994. Prior to that, Mr. Gellis was a Vice President and General Manager of GE Capital�s Western Corporate Finance. Mr. Gellis has been a leveraged finance professional for more than 20 years.
Mr. Gellis graduated cum laude from the Wharton School of the University of Pennsylvania and received his M.B.A. from the Harvard Business School.
James H. Greene, Jr. (�Jamie�)
Mr. Greene is and has been since January 1, 1996 a member of KKR, LLC which serves as the General Partner of Kohlberg Kravis Roberts & Co., L.P. (�KKR�). From January 1, 1993 until January 1, 1996, he was a General Partner of KKR and he has been an executive of KKR since June, 1986 when he joined the firm. KKR is a private equity investment firm that makes equity investments on behalf of itself and its investors. These institutional investors include state and corporate pension funds, banks, insurance companies and university endowments. Since KKR�s founding in 1976, it has completed more than 110 transactions involving more than $119 billion of total financing. KKR has offices in New York, Menlo Park and London.
Prior to joining KKR, he was a Vice President of Bankers Trust Company in Los Angeles where he was involved with management buyout financings, merger and acquisition advisory assignments and other corporate finance activities.
Mr. Greene is a member of the Board of Directors of the following companies: Accuride Corporation, Private with public debt (Evansville, IN); Alliance Imaging, NYSE: AIQ, (Anaheim, CA); NuVox Inc., Private (Greenville, SC); Owens-Illinois, Inc., NYSE: OI, (Toledo, OH); Shoppers Drug Mart Corporation, TSE: SC, (Toronto, Canada); and Zhone Technologies Inc., NASDAQ: ZHNE, (Oakland, CA). Mr. Greene is also a Director of the US Lacrosse Foundation, a national organization dedicated to the growth of lacrosse, Co-Chairman of the United Way of the Bay Area�s Alexis de Tocqueville Society and a member of the University of Pennsylvania�s Athletic Advisory Board.
Mr. Greene received his Bachelor of Science � Economics from the University of Pennsylvania in 1972 after growing up in Syracuse, New York.
Lawrence D. Lenihan, Jr. is one of two Senior Managing Directors and co-heads Pequot Ventures. Mr. Lenihan is directly responsible for Pequot�s investments in the information technology sector and serves as a senior member of Pequot Ventures� Investment Committee. Mr. Lenihan was the founder of Pequot Ventures and has been directly involved in the formation of each private equity and venture capital fund established by Pequot Ventures since its inception.
Mr. Lenihan has over 17 years of operating and investment experience in the technology industry. Prior to his joining Pequot in 1996, Mr. Lenihan was a principal at Broadview Associates, one of the leading mergers and acquisitions advisory firms focused on the information technology industry (now part of Jefferies & Co.). At Broadview, he oversaw many of the first major mergers and acquisitions transactions in the networking industry, including transactions with Bay Networks, Cheyenne Software and Cisco Systems, Inc.
Prior thereto, Mr. Lenihan held several positions at IBM, including the development and launch one of the first transactional multimedia systems for the retail industry. Mr. Lenihan earned a B.S. in Electrical Engineering from Duke University and an M.B.A. from the Wharton School of Business at the University of Pennsylvania.
He currently serves as Chairman of OutlookSoft and is a member of the Board of Directors of Duck Creek Technologies, Elance, First Advantage (NASDAQ: FADV), Saba Software (NASDAQ: SABA), Swingtide and The Haley Enterprise.
David J. Matlin
Mr. Matlin is the Chief Executive Officer of MatlinPatterson Global Advisers LLC, a $3.8 billion private equity firm, which he co-founded in July 2002, in a spin-off from Credit Suisse First Boston. MatlinPatterson is based in New York, with offices in London and Hong Kong, and invests globally in distressed securities with the objective of obtaining corporate control.
Prior to July 2002, Mr. Matlin was a Managing Director at Credit Suisse First Boston, and head of their Distressed Securities Group since its formation in 1994. Prior to joining CSFB, Mr. Matlin was Managing Director of distressed securities and a founding partner of Merrion Group, L.P., a successor to Scully Brothers & Foss L.P. (1988-1994). Previously, he was a securities analyst at Halcyon Investments (1986-1988). Mr. Matlin holds a JD degree from the Law School of the University of California at Los Angeles (1986) and a BS in Economics from the Wharton School of the University of Pennsylvania (1983). Mr. Matlin serves on the board of Huntsman Holdings and Goss Graphics.
Cory S. Pulfrey, CFA
Mr. Pulfrey is Co-head of Morgan Stanley Alternative Investment Partners ("AIP") and Head of the Private Markets Team. Prior to formation of Morgan Stanley AIP, Mr. Pulfrey served 13 years with Weyerhaeuser Company, most recently as a Managing Director of the Weyerhaeuser Pension Fund Investment Group where he managed the global private markets investment program. While in the Pension Fund Investment Group, he oversaw the commitment of approximately $1.5 billion to over 50 new fund and co-investment opportunities.
Prior to joining the�pension fund, he held�various investment-related management positions in Weyerhaeuser Company in which he led or played a major part in the evaluation of over 30 corporate investment and M&A opportunities which resulted in capital commitments of over $1.5 billion. Mr. Pulfrey holds a B.S. in Chemical Engineering with highest honors from Montana State University and an MBA with distinction from the University of Pennsylvania�s Wharton School.
Lawrence M.v.D. Schloss
Mr. Schloss is the Chairman and Chief Executive Officer of Diamond Castle Holdings, LLC. Previously Mr. Schloss was Global Head of CSFB Private Equity, a $32 billion alternative asset investment business, and a member of the CSFB Executive Committee. As Global Head of CSFB Private Equity, Mr. Schloss was responsible for a staff of 450, including 125 investment professionals on four continents and a 60-person private equity fundraising group.
Mr. Schloss joined DLJ in 1978 as an investment banker focused on leveraged finance and energy, and began investing DLJ capital when the firm began its dedicated leveraged buyout principal investing activities in 1985. He led highly successful transactions including GTECH Corporation and OSi Specialties. He became Chairman of DLJMB in 1995.
Prior to DLJ Acquisition, Mr. Schloss was Chairman of DLJ Merchant Banking. Under his leadership, the alternative asset investment business at DLJ grew to include $19 billion under management across various fund strategies. Mr. Schloss was a member, Chairman or Co-Chairman of the investment committees of each of the DLJMP leveraged buyouts funds, as well as the mezzanine funds, as well as the mezzanine funds, real estate funds, secondary funds and funds of funds. As a member, Chairman or Co-Chairman of the investment committees of the various DLJMB funds, he oversaw investments in over 200 companies with total transaction value in excess of $100 billion.
Mr. Schloss serves as a member of the Board of Trustees for the New York City Police & Fire Widows� and Children�s Benefit Fund and Chairman of the President�s Council of Tulane University. Mr. Schloss served as Chairman of the Boards of Directors of GTECH Corporation (NYSE:GTK), OSi Specialties Corp., Merrill Corporation and was a member of the Boards of Directors of several other companies. He received a B.A., cum laude, from Tulane University in 1976, where he was a Tulane Scholar. He received an M.B.A. from The Wharton School of the University of Pennsylvania in 1978.
Kathryn J. Stokel, CFA
Ms. Stokel is a senior investment professional. She reviews and approves investment opportunities, with specific emphasis on the analysis and due diligence work on prospective investments, negotiation of business and legal issues, ongoing monitoring of investments, and profit realization from distributed securities. Ms. Stokel has 18 years of private equity investment experience. She serves on several partnership advisory boards. Prior to joining Abbott Capital in 1998, Ms. Stokel was a Portfolio Manager of a $3.5 billion private equity portfolio at General Motors Investment Management Corporation. Since 1986, she was responsible for recommending new private equity partnership investments and the ongoing monitoring of current partnerships. Ms. Stokel was also responsible for evaluating and monitoring direct private equity investment opportunities and special situations investments. Ms. Stokel received her B.S. in Mathematics from the University of Michigan, her M.B.A. in Finance from The Wharton School at the University of Pennsylvania and is a Chartered Financial Analyst.
Lawrence M. Unrein
Mr. Unrein is Head of the Private Equity Group, overseeing the management of more than $9 billion on behalf of institutional and private investors. Prior to joining J.P. Morgan Investment Management in 1997, Mr. Unrein spent 17 years with AT&T Investment Management Corp., an investment management subsidiary of AT&T. He was responsible for managing the public and private equity and fixed income portion of $80 billion in corporate employee benefit funds. A graduate of State University of New York, Plattsburgh, Mr. Unrein earned his MBA from the Wharton School, University of Pennsylvania. He is a CFA charterholder, is a member of the CFA Institute, and is a Certified Public Accountant. Currently, Mr. Unrein serves on the advisory boards of Accel Partners, Apax US/Patricof & Co., Clayton, Dubilier & Rice, Exxel Capital Partners, Fenway Partners, Great Hill Equity Partners, MeriTech Capital Partners, New Enterprise Associates, North Bridge Venture Partners, Redpoint Venture Partners, TA Associates, and Welsh, Carson, Anderson & Stowe. Additionally, he serves on the board of directors of National Surgical Hospitals, Inc., Response Insurance and Performance, Inc.