David Rubenstein: The American Story
David M. Rubenstein is a Co-Founder and Co-Executive Chairman of The Carlyle Group, one of the world’s largest and most successful private investment firms. Mr. Rubenstein co-founded the firm in 1987. Since then, Carlyle has grown into a firm managing $223 billion from 33 offices around the world.
Mr. Rubenstein is Chairman of the Boards of Trustees of the John F. Kennedy Center for the Performing Arts, the Smithsonian Institution, and the Council on Foreign Relations; a Fellow of the Harvard Corporation; a Trustee of the National Gallery of Art, the University of Chicago, Memorial Sloan-Kettering Cancer Center, Johns Hopkins Medicine, the Institute for Advanced Study, the Brookings Institution, and the World Economic Forum; a Director of the Lincoln Center for the Performing Arts and the American Academy of Arts and Sciences; and President of the Economic Club of Washington.
Mr. Rubenstein is a member of the American Philosophical Society, Business Council, Harvard Global Advisory Council (Chairman), Madison Council of the Library of Congress (Chairman), Board of Dean’s Advisors of the Business School at Harvard, Advisory Board of the School of Economics and Management at Tsinghua University (former Chairman), and Board of the World Economic Forum Global Shapers Community.
Mr. Rubenstein has served as Chairman of the Board of Trustees of Duke University and Co-Chairman of the Board of the Brookings Institution.
Mr. Rubenstein is an original signer of The Giving Pledge, a significant donor to all of the above-mentioned non-profit organizations, and a recipient of the Carnegie Medal of Philanthropy, and the MoMA’s David Rockefeller Award, among other philanthropic awards.
Mr. Rubenstein has been a leader in the area of Patriotic Philanthropy, having made transformative gifts for the restoration or repair of the Washington Monument, Monticello, Montpelier, Mount Vernon, Arlington House, Iwo Jima Memorial, the Kennedy Center, the Smithsonian, the National Archives, the National Zoo, the Library of Congress, and the National Museum of African American History and Culture. Mr. Rubenstein has also provided to the U.S. government long-term loans of his rare copies of the Magna Carta, the Declaration of Independence, the U.S. Constitution, the Bill of Rights, the Emancipation Proclamation, the 13th Amendment, the first map of the U.S. (Abel Buell map), and the first book printed in the U.S. (Bay Psalm Book).
Mr. Rubenstein is the host of The David Rubenstein Show: Peer-to-Peer Conversations on Bloomberg TV and PBS.
Mr. Rubenstein, a native of Baltimore, is a 1970 magna cum laude graduate of Duke University, where he was elected Phi Beta Kappa. Following Duke, Mr. Rubenstein graduated in 1973 from the University of Chicago Law School, where he was an editor of the Law Review.
From 1973-1975, Mr. Rubenstein practiced law in New York with Paul, Weiss, Rifkind, Wharton & Garrison. From 1975-1976, he served as Chief Counsel to the U.S. Senate Judiciary Committee’s Subcommittee on Constitutional Amendments. From 1977-1981, during the Carter Administration, Mr. Rubenstein was Deputy Assistant to the President for Domestic Policy. After his White House service and before co-founding Carlyle, Mr. Rubenstein practiced law in Washington with Shaw, Pittman, Potts & Trowbridge (now Pillsbury Winthrop Shaw Pittman).
Jay Clayton was nominated to chair the U.S. Securities and Exchange Commission on January 20, 2017, by President Donald Trump and sworn in on May 4, 2017.
Prior to joining the Commission, Chairman Clayton was a partner at Sullivan & Cromwell LLP, where he was a member of the firm’s Management Committee and co-head of the firm’s corporate practice. From 2009 to 2017, Chairman Clayton was a Lecturer in Law and Adjunct Professor at the University of Pennsylvania Law School.
Prior to joining Sullivan & Cromwell, Chairman Clayton served as a law clerk for the Honorable Marvin Katz of the U.S. District Court for the Eastern District of Pennsylvania. A member of the New York and Washington, DC bars, Chairman Clayton earned a BS in Engineering from the University of Pennsylvania (summa cum laude), a BA and MA in Economics from the University of Cambridge (Thouron Scholar), and a JD from the University of Pennsylvania Law School (cum laude, Order of the Coif).
Eric Schmidt is Technical Advisor to Alphabet Inc., where he advises its leaders on technology, business and policy issues.
Eric joined Google in 2001 and helped grow the company from a Silicon Valley startup to a global leader in technology. He served as Google’s Chief Executive Officer from 2001-2011, and as chairman from 2011-2018. Prior to Google, Eric held leadership roles at Novell and Sun Microsystems, Inc. He holds a bachelor’s degree in electrical engineering from Princeton University as well as a master’s degree and Ph.D. in computer science from the University of California, Berkeley. He was a member of the President’s Council of Advisors on Science and Technology. Eric is Chairman of the Department of Defense’s Innovation Board and was awarded the Medal for Distinguished Public Service by Secretary of Defense Ashton Carter. Eric is a member of NASA’s National Space Council User Advisory Group which is chaired by the Vice President.
He is the co-author of The New Digital Age, How Google Works, Trillion Dollar Coach, and serves on the boards of the Mayo Clinic and the Broad Institute. He’s a Gulfstream pilot, and his philanthropic efforts through The Schmidt Family Foundation focus on climate change, including support of ocean and marine life studies at sea, as well as education, specifically cutting-edge research and technology in the natural sciences and engineering. He is founder of Schmidt Futures which helps exceptional people do more for others by applying science and technology thoughtfully and working together across fields.
Jeff Gewirtz is the Executive Vice President of Business Affairs and Chief Legal & Compliance Officer for BSE Global (BSE). Gewirtz joined BSE in May 2007 as Senior Vice President and General Counsel, and he was promoted to his current EVP and CLO position in 2010. He also previously served as BSE’s Chief Administrative Officer.
Gewirtz was named to the 2019 United States GC Powerlist by The Legal 500 and in 2015 his legal department was named one of the top 50 in-house legal departments in the United States by The Legal 500. In addition, Gewirtz was named 2014 Sports Counsel of the Year by the Association of Media & Entertainment Counsel, and in 2009 Gewirtz was selected to the prestigious “Forty Under 40” by Sports Business Journal as one of the 40 top sports executives under the age of 40 in the United States. Gewirtz sits on the Board of Directors of the Sports Lawyers Association and he is a past Sports Committee Chair of the American Bar Association’s Forum on the Entertainment and Sports Industries. In 2017 he was appointed to the Board of Directors of the Brooklyn Volunteers Lawyers Project and in 2018 he was appointed to the Board of Trustees of the Women’s Sports Foundation.
Prior to BSE, Gewirtz served as the United States Olympic Committee (USOC) General Counsel and Chief Legal & Government Affairs Officer where he was responsible for all USOC legal matters, as well as the USOC’s government relations activities with Congress and federal government agencies. Gewirtz has also held positions with: The Coca-Cola Company’s Corporate Legal Division – as Global Marketing Counsel – where he negotiated many of Coca-Cola’s most significant sports industry transactions such as its $500 million+ NCAA Corporate Champion sponsorship and media alliance with CBS Sports; IOC Television & Marketing Services SA – as Director of Legal Affairs – where he served as lead counsel for the International Olympic Committee’s global sponsorship Olympic Partner (“TOP”) Programme in connection with the 2002 Salt Lake Olympic Winter Games and 2004 Athens Olympic Games; the LPGA Tour as General Counsel; and the WTA. He began his legal career as a corporate associate at the New York City law firm of Dunnington, Bartholow & Miller LLP.
Joanne D.C. Foley joined ERI in 2017 as General Counsel. Immediately prior to ERI, Joanne was the Boston Office Managing Partner of Morgan Lewis, where she advised institutional investment funds, investment advisors, individual investors, real estate operators, REITs and other private equity investor clients in connection with the formation of joint ventures, co-invest and partnership investment arrangements and the acquisition, disposition, merger, financing and development of real estate, real-estate related assets and other asset classes. Her experience also includes representation of closely held companies, sponsors, investors and family offices in various joint venture acquisitions, debt and equity investments, real estate opportunity funds, mixed-use and affordable housing developments, low-income housing and historic rehabilitation tax credit equity investments and financings and syndications.
Joanne holds a B.A. from Boston College and a J.D. from Georgetown University Law Center.
Mark Gerson is an American investor, businessman, and philanthropist. He is the co-founder and chairman of the Gerson Lehrman Group (GLG). He is also the co-founder of Thuzio. Gerson is also involved in philanthropic organizations African Mission Healthcare Foundation and the United Hatzalah through which he started the L'Chaim Prize for Outstanding Medical Missionary Service, the largest prize for medical missionary work globally.
Mark Peckman is the General Counsel of Schonfeld Strategic Advisors LLC (an SEC registered investment adviser) and Schonfeld’s affiliated family office. Mark joined Schonfeld in 2002 and has extensive experience providing legal, regulatory and business advice to investment advisers, broker dealers and family offices. Schonfeld is a 500+ member, multi-strategy investment adviser that manages $40 billion of gross market value exposure. Mark leads a 20-person legal, compliance and human capital staff having oversight of quantitative, fundamental equity and tactical investment strategies in the Americas, Europe and APAC. The global business includes 80+ experienced and emerging (“seeded”) PM teams on a managed account platform investing in equities, futures contracts and options contracts, at 8+ prime brokers.
From 1999 to 2002, Mark was the General Counsel and Chief Compliance Officer of Broadway Trading, LLC (a registered broker dealer) and was recruited to join Schonfeld during the time that Schonfeld purchased substantially all of the assets of Broadway Trading in 2002. Prior to joining Broadway Trading, Mark practiced corporate and transactional law at a law firm for six years. Mark earned a BA from Emory University in 1989 and a joint JD/MBA from Brooklyn Law School and Baruch Business School in 1993.
Oscar Munoz is chief executive officer of United Airlines. He brings to this position deep and broad experience in both the transportation industry and large consumer brands.
Previously, Oscar served as president and chief operating officer of CSX Corporation, a premier freight transportation company. He also served as a director at CSX. During his tenure, CSX transformed itself into an industry leader in customer focus, reliability and financial performance. CSX was named one of Institutional Investor’s Most Honored Companies for a decade of excellent financial performance, including increasing its operating income by nearly 600%.
Additionally, Oscar served in various financial and strategic capacities at some of the world’s most recognized consumer brands, including AT&T, Coca-Cola Enterprises, and PepsiCo. Before joining CSX, Oscar held the position of chief financial officer and vice president of consumer services at AT&T Corporation. Prior to joining AT&T, he served as senior vice president of finance and administration for U.S. West, regional vice president of finance and administration for Coca-Cola Enterprises and held various financial positions at PepsiCo.
Oscar has served on the board of directors for United Continental Holdings, Inc. since 2010 and served on the board of directors of Continental Airlines, Inc. since 2004. He is active in several industry coalitions and philanthropic and educational organizations including the University of North Florida’s Board of Trustees and the PAFA advisory board of Vanderbilt University.
Oscar graduated from the University of Southern California with a B.S. in business administration, and he received an MBA from Pepperdine University. He has been named one of the “100 Most Influential Hispanics” by Hispanic Business magazine. He is married and has four children.
Peter Kaufman is President of Gordian Group, the leading investment bank focused solely on advising boards and private equity firms interested in shareholder recoveries in tough situations. He heads the firm’s Restructuring and Distressed M&A practice. Peter has been ranked the #1 investment banker nationally in financial restructuring. He is the co-author of the definitive books in the field, Distressed Investment Banking: To the Abyss and Back and Equity Holders Under Siege: Strategies and Tactics for Distressed Businesses. He is also the Co-Founder and Managing Partner of Bacchus Capital Management, a private equity firm that invests in wineries. Mr. Kaufman received a B.A. with honors in History and Art History from Yale College (where he lettered in lacrosse), and a J.D. from the University of Virginia School of Law, where he graduated in the top quarter of his class and where he serves as an Adjunct teaching “Advising Boards of Directors Under Siege”.
Mr. Spencer is a Partner and the General Counsel and Chief Compliance Officer of Siris. He joined Siris from Point72 Asset Management, L.P., where he was a Managing Director in the legal department, primarily representing the firm in connection with its private investments. Previously, he was an attorney with the law firm of Schulte Roth & Zabel LLP. He earned his J.D., magna cum laude, from St. John’s University School of Law and a B.Sc. in Industrial and Labor Relations from Cornell University.
This event starts on February 18th at 6:00 PM.
Join YJP for an inspirational evening with:
David Rubenstein, Co-Founder of The Carlyle Group
Dinner: 6:00 PM || Interview: 7:00 PM.
Mr. Rubenstein will be discussing his new book: The American Story: Conversations with Master Historians.
This event is complimentary for:
Professional level members in the finance division.
Young Leadership members and above levels.
*For membership questions please contact: firstname.lastname@example.org*
*Dietary Laws Observed*
We hope to see you there!
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