Wall Street Investment Forum
Benjamin Hochberg is a Partner at Lee Equity Partners, LLC, middle-market U.S. private equity firm founded in 2008. Mr. Hochberg leads the firm’s activities in the consumer, retail and restaurant sector. Prior to joining Lee Equity, Mr. Hochberg was a Principal at Odyssey Investment Partners, LLC, and from 1997 to 2005, at Bain Capital, LLC, where he most recently held the position of Principal. At Odyssey, Mr. Hochberg was involved in the execution and monitoring of the firm’s investment in Norcross Safety Products, LLC. While at Bain Capital, Mr. Hochberg was involved with the firm’s investments in Warner Music Group Corp., Loews Cineplex Entertainment, ProSieben Sat.1 Media AG, Warner Chilcott and Toys R Us, Inc. Mr. Hochberg was also the initial analyst for Bain Capital’s Sankaty Advisors fixed income asset management business. Mr. Hochberg started his career in 1995 at Bain & Company as a strategy consultant.
Mr. Hochberg serves or has served on the boards of directors of Aimbridge Hospitality, LLC, Deb Shops, Inc., InterLuxe Holdings, LLC, A.L.C, Jason Wu, Papa Murphy’s International, Inc., KMAC, Paragon Industries, Inc., PDR Network, LLC, Skopos Financial, LLC, and The Edelman Financial Group, Inc. Mr. Hochberg received an M.B.A. from Harvard Business School and received an A.B. in Chemistry from Harvard College.
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Lee Equity Partners was formed in 2008 by Thomas H. Lee and partners
Targeting middle-market US growth private equity investments with equity checks $50 – 150 million. Majority control preferred. High growth, #1 competitive positions, and strong management teams in the following sectors; consumer/retail, media (not as much telecom and tech), specialty finance, banks, healthcare services (not pharma, biotech, or devices), electronic payments, education (not as much post-secondary these days, and distribution/transportation (asset-light logistics, plays on global trade rebound).
Divya Narendra is the founder & CEO of SumZero, the world's largest online community dedicated to professional hedge fund, mutual fund, and private equity investors. The website contains a large and growing repository of fundamentally driven investment research that competes directly with both Wall Street research houses and traditional independent research providers.
Before founding SumZero, Divya was an Associate at Sowood Capital Management, a $3.5B multi-strat hedge fund located in Boston, MA. At Sowood, Divya analyzed investment opportunities across the capital structure. Prior to this, he was an analyst in the M&A Group at Credit Suisse in NYC.
Divya graduated from Harvard College in 2004 with a degree in Applied Mathematics and earned a JD/MBA from Northwestern University in 2012. Divya is also the original founder of Harvard Connection, later renamed ConnectU (a predecessor to Facebook), which he launched as a college student. His contributions were featured in the 2010 Hollywood film, The Social Network, where he was played by the actor, Max Minghella.
Douglas A. Rachlin is the Senior Portfolio Manager and founder of the Rachlin Group within the Neuberger Berman’s Private Asset Management group. Doug joined the firm in 1996. The Rachlin Group manages over $4.8 billion dollars in assets and has been investing in MLPs and energy infrastructure since the mid-1990’s. Prior to joining the firm, he served as the president for Rachlin Investment Management. Prior to that, Doug was a securities analyst for Standard & Poor’s Corporation. Doug earned a BA from Tufts University and an MBA from New York University, Leonard N. Stern School of Business. Doug has been quoted or featured in several publications and news media including The Financial Times, The Wall Street Journal, Barron's, CNBC, and Forbes Magazine.
Spencer Waxman is the Founder and Managing Partner of Shannon River Capital Management. He serves on the boards of Jewish Life at Duke, SAR Academy, The International Joint Distribution Committee (The Joint), and the Samuel Waxman Cancer Research Foundation. Spencer graduated from Duke. He and his wife Bettina live in New York with their three children.
Steve is Vice Chairman of Omega Advisors, Inc., a New York based long/short equity hedge fund. He joined Omega in 1999.
Steve became a limited partner of Goldman, Sachs & Co. at the end of 1998. Before that, he was Goldman Sachs’ partner-in-charge of the Global Investment Research Department and Co-Chairman of the Investment Policy Committee. He became a partner in 1986 and a managing director in 1996.
Prior to joining Goldman, Sachs & Co. in 1977, he was a manager of the Common Stock Department at Prudential Insurance Company.
He was a member of the editorial board of the Financial Analyst Journal and has published many articles in financial publications. He is a past member of the Board of Directors of the New York Society of Security Analysts and was a Trustee of the Securities Industry Institute. For 16 consecutive years ending in 1994, Steve was a member of the Institutional Investor “All-America Research Team”.
He is currently a member of the Board of Trustees of Mount Sinai School of Medicine and Mount Sinai Hospital as well as on the Investment Committee. Steve is a member of the Investment Committee for the UJA-New York Federation.
Steve received an M.S. in finance from the University of Illinois in 1972 and a B.A. from Rutgers in 1970.
Alon Rosin is currently a Managing Director and Head of Institutional Derivatives at Oppenheimer & Co. Alon started his career on the sell-side at Salomon Smith Barney’s (Citi) Sales and Trading programs spending 2 years as an analyst in Fixed Income and then as an associate in Equity Derivatives research. He then moved to the buy-side for 10 years functioning as both a portfolio manager and execution trader at various hedge funds including J. Goldman & Co., Argenis Capital ($50mm Healthcare start-up), & Diamondback. Alon went back to Equity Derivatives on the sell-side as Head of Institutional Derivative Sales at BGC in August, 2011. He joined Oppenheimer’s nascent listed options desk in May, 2013 and has been instrumental in building out the account base, establishing content, managing trading risk, and promoting internal cross-selling efforts across the firm. Alon graduated from The Wharton School (undergrad) at The University of Pennsylvania with a B.S. in Economics.
Jonathan is currently a principal at Boyar Asset Management, a New York value-based money management firm that was established in 1983 and currently manages approximately $200 million dollars. In addition, Mr. Boyar is President of Boyar’s Intrinsic Value Research, a research boutique established in 1975 that specializes in uncovering intrinsically undervalued U.S. based equities. Jonathan has been interviewed or quoted in such publications as Barron’s, Forbes, The New York Times, Value Investor Insight, Gurufocus.com, and Welling on Wall Street. Jonathan graduated from Cornell University with a B.S. in Applied Economics and Business Management and started his investment career at GAMCO Investors. In 2004 Jonathan received a Dean’s Merit Scholarship from Cardozo School of Law and after graduating from law school worked as a litigator at the nationally recognized medical malpractice defense law firm of Martin Clearwater & Bell.
Michael Becker has invested across the capital structure in public and private companies and assets. Most recently, Michael focused on distressed corporate credit and long/short special situations equity investing at Wingspan Investment Management.
Previously, he worked at The Blackstone Group as a founding team member of the Tactical Opportunities group, where he focused on private equity and special situations investing across asset classes, industries and geographies. At Blackstone, he was involved in closing transactions totaling ~$1bn of equity capital.
Prior to Blackstone, Michael worked at Goldman Sachs in both the Investment Banking Division, where he focused on M&A in the Financial Institutions Group, and the Structured Products Group within the Mortgages Department, where he was involved in sourcing and executing complex structured products advisory and principal transactions.
Beginning in high school, Michael interned at MSD Capital over the course of four years, starting in the IT Department before working in the private equity and public equity groups. Michael also founded and ran a technology consulting firm for eight years during high school and college.
Michael is based in New York and attended Goizueta Business School at Emory University, where he graduated with a BBA and triple majored in Finance, Information Systems and Organizational Management. Michael has studied and trained in various forms of Martial Arts for over 25 years.
Michael has been the Chairman of YJP's Leadership Board since 2014 and is the Founder of YJP's Investment Group, a buy-side community of some of the most talented investment professionals under 40 years old, which hosts intimate round table discussions with some of the world's greatest investors.
Ivy Trzebucki is a senior sales person at Oppenheimer & Co in high yield and distressed credit. She covers a diverse magnitude of accounts, from asset managers, insurance funds and hedge funds. Prior to Oppenheimer, she was at the predecessor firm CIBC World Markets in the same capacity. Ivy started her career as a junior analyst in high yield research at Bear Stearns. Ivy received a B.S. in Finance and Marketing with a minor in French from Lehigh University.
If New York is the harbor of world finance, then YJP is your anchor.
Connect with the titans of finance in upscale venues and with an audience of fellow peers. Attend private mentoring sessions held at the offices of the most recognized financial institutions across the globe.
From hedge funds to private equity – learn the tricks of the trade from economic influencers. Whether, investing or trading, it’s vital to stay informed. Discussions are led by CEOs who lend advice on effective business strategies on breaking in, staying in and moving up in the midst of these ultra competitive times.
This event starts on March 28th at 6:00 PM.