YJP Titans Dinner
This event starts on March 27th at 6:00 PM.
For more information, please email firstname.lastname@example.org or email@example.com.
Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm's adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction.
From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. He was also Chief Investment Officer for Domestic Fixed Income at TCW.
Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp's Director of Research.
Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the Booth School of Business of the University of Chicago, where he received the George Hay Brown Prize. He is a CFA® charterholder.
Mr. Marks is a member of the Investment Committees of the Metropolitan Museum of Art and the Edmond J. Safra Foundation; a Trustee of the Metropolitan Museum; Chairman of the Board of Trustees of the Royal Drawing School; and an Emeritus Trustee of the University of Pennsylvania (where from 2000 to 2010 he chaired the Investment Board).
David M. Rubenstein is a Co-Founder and Co-Executive Chairman of The Carlyle Group, one of the world’s largest private equity firms. Mr. Rubenstein co-founded the firm in 1987. Since then, Carlyle has grown into a firm managing $174 billion from 31 offices around the world.
Mr. Rubenstein, a native of Baltimore, is a 1970 magna cum laude graduate of Duke, 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).
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, Lincoln Center for the Performing Arts and the Institute for Advanced Study; and President of the Economic Club of Washington.
Mr. Rubenstein is the Vice Chairman of the Board of the Brookings Institution, a member of the American Academy of Arts and Sciences, 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, 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.
Alexander J. Szikla is the Senior Acquisitions Associate at Newcastle Realty Services where he works alongside the firm’s President to spearhead the growth of the firm’s broadening national footprint and the firm’s expansion into the student housing sector. Prior to working at Newcastle, Alexander worked at FBR Capital Markets & Co. in their Investment Banking Division where he participating in over $5 billion of transaction volume including IPOs and M&A engagements across Real Estate, Healthcare and Equity-Linked Capital Markets. He holds a degree in Finance and International Management from the Desautels Faculty of Management at McGill University. Alexander also serves on the UJA’s Real Estate Executives (REX) NEXT committee.
Becky currently serves as the Global Account Director for Apollo Global Management and General Atlantic. In this capacity, Becky is responsible for overseeling all professional services KPMG provides to Apollo and GA, their affiliates, and portfolio companies. The key objective of Becky’s role is to work closely with KPMG and her clients’ global teams to ensure that the firm delivers best-in-class service, resources, thought leadership, and technical expertise across its audit, tax, and advisory service lines. With over 11 years of experience serving clients in the financial services industry. Becky specializes in serving private equity , hedge funds, and large investment management organizations. She is a licensed CPA in the State of New York and an active member of the AICPA.
Prior to her role as the Global Account Director for Apollo Global Management, Becky provided professional audit services to several large multinational groups. She was the lead senior associate for Credit Suisse CFIG Fund-of-Fund audits, where she led a team of approximately 20 associates and coordinated the issuance of audit opinions for 125 funds in just 6 months. She was also the lead senior associate on Hudson Clean Energy Partners and Van Eck Hedge Funds. Further, she was hand-selected to be an in-house consultant on Goldman Sach’s Asset Management Internal Audit team – where her contract was extended 3 times. Becky also worked in the Asset Management group at Swiss RE, the world’s largest re-insurer where she reported directly to the CFO of Asset Management and was responsible for organizing CFO analyst calls and investor inquiries. Becky brings a zest for exceptional client service and a vast array of both technical accounting and account management experience to Apollo, with a thorough understanding of SEC and Investment Company Management Guide rules and regulations and exposure to banking, asset management and insurance sectors.
Benjamin Navi, President & founder of Jimena Companies, has over 12 years of experience in commercial real estate. Benjamin began his career at Marcus & Millichap at the Manhattan office. In his six-year tenure, closed over $300m in asset with a specialty in assets in excess of $20M. In 2014, Benjamin founded Jimena Companies, a fully integrated global private real estate investment and development firm with assets in New York, Long Island and Detroit. Benjamin earned his BBA in Finance & Investments from Baruch College. Jimena Companies’ mission is being the global leader in the transformation of real estate.
Elana Faith Saperstein is a global influencer and business consultant in a multitude of industries due to her balance of experience throughout her career and her ability to combine synergies between sectors. Her focal point at present is entertainment/media (on air and film) and financial industry projects: dissecting, analyzing, and re-positioning how to best replicate/exceed gains and reverse patterns in investment losses related to the global economy and its markets. Her ability to aid c-suite executives in propelling their business units is part of what drives her intellectually. She revels in helping fuel the economy with growth that is sustainable and globally inclusive while still putting the USA’s interests first. This means being a key player in the next few decades in the creation of sophisticated modernized products that drive bottom lines, simplify processes, and create more meaningful employee empowerment. Elana enjoys impacting trends due to her involvement and presence and breaking negative cycles that are usually predictable and easy to fix with some nurturing. She has a natural ability to fuel factual yet emotionally intelligent communication in business and is looked upon as a strategic advisor to corporations. Elana is currently incorporated under Famestein, Inc. but foresees running multiple companies, partnering with the best and the brightest in vital areas of humanity such as science, engineering, entertainment, and finance.
Undergraduate from SUNY Albany, Graduate from New York University. Elana grew up in the Catskill Mountains in New York to a family in the Oil & Gas Industry. She enjoys the things in life that money can’t buy such as exercise, the ocean, music, meeting new people, and surrounding herself with people she loves.
Ian Glastein is a Senior Investment Professional for Monarch Alternative Capital, an event-driven distressed credit firm with $4.6 billion in assets under management as of October 2017. Prior to joining Monarch in 2011, Mr. Glastein worked at Goldman Sachs as an Investment Banking Analyst in the Healthcare Group before completing a two-year fellowship at The Rabinowitz Institute in Israel. In addition, he serves on the Board of Directors of the Meor Foundation and Congregation Yagdil Torah. Mr. Glastein graduated from the University of Pennsylvania, magna cum laude, with a B.S. in Economics from the Wharton School and a B.A. in Biology from the College of Arts and Sciences. He also earned a Master of Biotechnology from the School of Engineering and Applied Science. Mr. Glastein resides in Woodmere, NY with his wife and children.
Jared Bernheim is a Vice President with Carlyle Strategic Partners, focusing on distressed & special situations investment opportunities. He is based in New York. Prior to joining Carlyle, Mr. Bernheim was an Associate at Pegasus Capital Advisors in New York, focusing on middle-market private equity investments. Mr. Bernheim currently serves on the Board of Directors of Sterling LLC and previously served on the Board of Directors of Permian Holdings Inc. Mr. Bernheim graduated magna cum laude from the University of Pennsylvania with a B.S. in economics from the Wharton School, as well as a B.S. in engineering and a Master of Biotechnology from the School of Engineering and Applied Science. He is a CFA® charterholder.
Jordan Krasne is a Director at FTI Consulting, a global business advisory firm. He is a member of the Corporate Finance & Restructuring group, where he focuses on providing financial and strategic solutions to creditors and investors of distressed companies. He has experience in both in-court and out-of-court restructurings, and has worked across many industries, including gaming, energy, manufacturing, healthcare, and retail. Prior to joining FTI, Jordan worked at BNP Paribas as an Associate in their Structured Products group, where he provided innovative financing solutions for the firm’s hedge fund and mutual fund clients. He received his Bachelor of Business Administration from the University of Michigan’s Stephen M. Ross School of Business. Jordan is a CFA® charterholder.
Joshua Brenner joined Eyzenberg & Company in 2017 as a Business Development Associate. His primary focus is identifying and interacting with potential clients who are seeking debt and equity solutions for their commercial real estate transactions.
Prior to joining the firm, Mr. Brenner was an insurance and investment advisor with Fifth Avenue Financial in New York City. He also has experience in corporate middle-market investment banking and served in the U.S. Navy as a SONAR Technician.
Mr. Brenner holds a bachelor’s degree in Financial Economics from Columbia University.
Joshua Pearl is a Partner at Brahman Capital, a long/short equity asset manager. He oversees public equity investments primarily in the technology & telecom, industrials, and energy sectors. Previously, he structured high yield financings, leveraged buyouts, and restructurings as a Director at UBS Investment Bank. Prior to UBS, he worked at Moelis & Company and Deutsche Bank. He received his BS in Business from Indiana University's Kelley School of Business. He is also the co-author of Investment Banking: Valuation, Leveraged Buyouts, and Mergers & Acquisitions.
Mark Greenbaum is a Senior Investment Associate at City Hall Capital LLC (CHC) . CHC is a New York based boutique investment firm with deep experience investing in multiple asset classes. CHC has a diversified, global approach to investing in real estate, private equity, debt instruments and other alternative asset classes across a wide range of sectors. Prior to joining CHC, Mark completed his accounting articles at Deloitte in Johannesburg and New York City. Mark is a CFA® charterholder. Mark is a registered Chartered Account (CA(SA)). Mark holds a Bachelor of Business Science majoring in Finance and Accounting, a Postgraduate Diploma in Accounting, and a Master of Commerce (Finance), from the University of Cape Town. Born in South Africa, Mark now resides in New York City.
Natanel is a founder of TechU, an early stage venture capital firm focused on deep tech startups targeting the frontier markets of tomorrow. His investment portfolio spans a wide array of industries including space technologies, IoT, the Blockchain, SaaS, robotics, healthcare, artificial intelligence, and machine learning.
Notable investments include:
-Bevi – one of the fastest growing beverage tech startups in the US
-LedgerX – the only CFTC regulated options trading platform for cryptocurrencies
-Accion Systems – the leader in ion based satellite propulsion technology
-Ayar Labs – building optical transceivers to allow data centers to move information 10x faster and cheaper.
-Multiply Labs – built the world’s first automated customized supplement pill manufacturing line.
TechU’s Portfolio companies have attained over 9 figures in gross annual revenues and tier-one VC firms regularly serve as follow on investors.
Natanel earned an MBA from the Massachusetts Institute of Technology where he was a grand prize winner of the famed MIT $100K Entrepreneurship Competition. He is also an alum of Yeshiva University where he graduated with high distinction.
His thoughts and updates can be found on his personal blog at http://natanel.net.
Russell Light concentrates his practice on the tax aspects of mergers, acquisitions, buyouts and private equity investing, on private equity fund formation, and on real estate transactions and transactions involving real estate investment trusts. Russell also focuses his practice on complex cross-border investment, tax planning for public and closely-held entities, and debt restructuring and bankruptcy transactions. Russell has also represented taxpayers in complex tax controversy matters in court and before the Internal Revenue Service.
Russell has been selected as one of America’s Leading Lawyers for Business in Tax by Chambers USA, where he is described as “very smart” and “very commercial” and is cited as “bringing a creative approach to complex transactions.” He is also recognized in The Legal 500 U.S., where he was specifically cited for his international experience.
Russell is co-author of Mergers, Acquisitions, and Buyouts by Martin D. Ginsburg, Jack S. Levin and Donald E. Rocap (published semi-annually), and special editor of Structuring Venture Capital, Private Equity, and Entrepreneurial Transactions by Jack S. Levin (published annually).
Russell is author of "Tax Considerations in Structuring International Licensing and Technology Transfer Arrangements" in International Licensing and Transfer of Technology (with Natalie Hoyer Keller), "The Mixed Up World of Pseudo Passthroughs" (with Donald E. Rocap) and "Developments in the Economic Substance Doctrine" (with Kevin M. Keyes).
Russell received a J.D. with High Honors from the University of Chicago Law School, where he served as Managing Editor of the University of Chicago Law Review. Russell also received Master of Engineering and Bachelor of Science degrees from the Massachusetts Institute of Technology.
Sharon is a Managing Director at Sugar Hill Capital Partners (SHCP), a real estate private equity fund in New York City. In her current role, Sharon is responsible for all of business development, investor relations, fund performance analysis, marketing and fundraising. Prior to joining SHCP, Sharon worked as the Head of Business Development for a non-profit organization in New York. Previously, Sharon was a Vice President at RBC Capital Markets. She also held positions at Wells Fargo in the real estate debt capital markets group and at CW Capital, underwriting multi-family real estate for securitization. Sharon holds an M.B.A. from New York University Stern School of Business.