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Carlyle Group LP (CG.OQ)

CG.OQ on NASDAQ Stock Exchange Global Select Market

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17 Dec 2018
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Summary

Name Age Since Current Position

William Conway

68 2018 Co-Executive Chairmen of the Board, Founder, Co-Chief Investment Officer of Carlyle Group Management L.L.C.

David Rubenstein

68 2018 Founder, Co-Executive Chairmen of the Board of Carlyle Group Management L.L.C.

Daniel D' Aniello

71 2018 Founder, Chairman Emeritus of the Board of Carlyle Group Management L.L.C.

Kewsong Lee

52 2018 Co-Chief Executive Officer, Director of Carlyle Group Management L.L.C.

Glenn Youngkin

51 2018 Co-Chief Executive Officer, Director of Carlyle Group Management L.L.C

Curtis Buser

54 2014 Chief Financial Officer of Carlyle Group Management L.L.C.

Peter Clare

52 2018 Co-Chief Investment Officer, Co-Head of the U.S. Buyout Group and Director of Carlyle Group Management L.L.C.

Jeffrey Ferguson

52 1999 General Counsel of Carlyle Group Management L.L.C.

Robby Winarta

2018 Managing Director

James Hance

73 Operating Executive, Director of Carlyle Group Management L.L.C.

Kara Helander

2018 Chief Diversity Officer

Long Hoang

2018 Director of Asian Private Equity Platform

Lawton Fitt

64 2012 Independent Director of Carlyle Group Management L.L.C.

Janet Hill

70 2012 Independent Director of Carlyle Group Management L.L.C.

Thomas Robertson

75 2012 Independent Director of Carlyle Group Management L.L.C.

William Shaw

72 2012 Independent Director of Carlyle Group Management L.L.C.

Anthony Welters

62 2015 Independent Director of Carlyle Group Management L.L.C.

Biographies

Name Description

William Conway

Mr. William E. Conway, Jr., serves as Co-Executive Chairmen of the Board, Founder, Co-Chief Investment Officer of Carlyle Group Management L.L.C. a General Partner of the Company effective January 1, 2018. Mr. Conway was elected to the Board of Directors of our general partner effective July 18, 2011. Previously, Mr. Conway served as our Co-Chief Executive Officer and Chief Investment Officer. Mr. Conway also serves on Carlyle's Executive Group. Prior to forming Carlyle in 1987, Mr. Conway was the Senior Vice President and Chief Financial Officer of MCI Communications Corporation (“MCI”). Mr. Conway was a Vice President and Treasurer of MCI from 1981 to 1984. Mr. Conway is a member of the Board of Trustees of the Johns Hopkins Medical Center and the Board of Trustees of the Catholic University of America. He previously served as chairman and/or director of several public and private companies in which Carlyle had significant investment interests. Mr. Conway received his BA from Dartmouth College and his MBA. in finance from the University of Chicago Graduate School of Business.

David Rubenstein

Mr. David M. Rubenstein serves as Founder, Co-Executive Chairmen of the Board of Carlyle Group Management L.L.C. a General Partner of the Company effective January 1, 2018. Previously, Mr. Rubenstein served as Co-Chief Executive Officer of Carlyle. Mr. Rubenstein also serves on Carlyle's Executive Group. Prior to forming Carlyle in 1987, Mr. Rubenstein practiced law in Washington, D.C. with Shaw, Pittman, Potts & Trowbridge LLP (now Pillsbury Winthrop Shaw Pittman LLP). From 1977 to 1981 Mr. Rubenstein was Deputy Assistant to the President for Domestic Policy. From 1975 to 1976, he served as Chief Counsel to the U.S. Senate Judiciary Committee’s Subcommittee on Constitutional Amendments. From 1973 to 1975, Mr. Rubenstein practiced law in New York with Paul, Weiss, Rifkind, Wharton & Garrison LLP. Among other philanthropic endeavors, Mr. Rubenstein is Chairman of the Board of Trustees of the John F. Kennedy Center for the Performing Arts, the Smithsonian Institution, and the Council on Foreign Relations and serves on the Board of Directors or Trustees of Johns Hopkins Medicine, University of Chicago, Memorial Sloan-Kettering Cancer Center, the Lincoln Center for the Performing Arts and the Institute for Advanced Study. Mr. Rubenstein serves as Fellow of the Harvard Corporation and as President of the Economic Club of Washington. Mr. Rubenstein is Vice Chairman of the Board of the Brookings Institution, a member of the American Academy of Arts and Sciences, Business Council, Chairman of the Harvard Global Advisory Council, Chairman of the Madison Council of the Library of Congress, a member of the Board of Dean’s Advisors of the Business School at Harvard, a member of the Advisory Board of the School of Economics and Management at Tsinghua University, and Board of the World Economic Forum Global Shapers Community. Mr. Rubenstein is a magna cum laude graduate of Duke University, where he was elected Phi Beta Kappa. Following Duke,

Daniel D' Aniello

Mr. Daniel A. D' Aniello serves as Founder, Chairman Emeritus of the Board of Carlyle Group Management L.L.C. a General Partner of the company effective on January 1, 2018 . Mr. D’Aniello is a founder and Chairman Emeritus of Carlyle and was elected to the Board of Directors of our general partner effective July 18, 2011. Previously, Mr. D'Aniello served as Chairman of Carlyle. Mr. D'Aniello also serves on Carlyle's Executive Group. Prior to forming Carlyle in 1987, Mr. D’Aniello was the Vice President for Finance and Development at Marriott Corporation for eight years. Before joining Marriott, Mr. D’Aniello was a financial officer at PepsiCo, Inc. and Trans World Airlines. Mr. D'Aniello served in the United States Navy from 1969 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, Mr. D'Aniello was awarded the designation of Lone Sailor by the U.S. Navy Memorial Foundation. Mr. D’Aniello is Co-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; a member of the U.S.–China CEO and Former Senior Officials’ Dialogue of the U.S. Chamber of Commerce; 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. Mr. D’Aniello previously served as chairman and/or director of several private companies in which Carlyle had significant investment interests. Mr. D’Aniello is a 1968 magna cum laude graduate of Syracuse University, where he was a member of Beta Gamma Sigma, and a 1974 graduate of the Harvard Business School, where he was a Teagle Foundation Fellow.

Kewsong Lee

Mr. Kewsong Lee serves as Co-Chief Executive Officer, Director of Carlyle Group Management L.L.C. a General Partner of the Company effective on January 1, 2018. Mr. Lee was elected to the Board of Directors of our general partner effective January 1, 2018. Mr. Lee currently serves as Co-Chief Executive Officer of Carlyle. Mr. Lee is Chairman of Carlyle’s Executive Group. Previously, Mr. Lee served as Deputy CIO for the Partnership’s CPE segment and Head of our Global Credit segment. Prior to joining Carlyle in 2013, Mr. Lee was a partner at Warburg Pincus and a member of the firm’s Executive Management Group. During his 21 years at the firm, he led the Consumer, Industrial and Services group, and was actively involved in the firm’s financial services efforts, capital markets group and the development of the firm’s buyout practice. Mr. Lee serves as President of the Board of the Lincoln Center Theater and serves on Harvard’s Global Advisory Council and the University Campaign Steering Committee. Mr. Lee served as the lead director of Arch Capital Group from 2009 to 2017, and has served on numerous corporate boards including Transdigm, Aramark and Neiman Marcus. He earned his AB in applied mathematics in economics at Harvard College and his MBA from Harvard Business School.

Glenn Youngkin

Mr. Glenn A. Youngkin serves as Co-Chief Executive Officer, Director of Carlyle Group Management L.L.C, a General Partner of the Company. Mr. Youngkin was elected to the Board of Directors of our general partner effective January 1, 2018. Mr. Youngkin currently serves as Co-Chief Executive Officer of Carlyle. Mr. Youngkin also serves on Carlyle's Executive Group. Previously, Mr. Youngkin served as President and Chief Operating Officer from May 2015 to December 2017. From June 2014 to May 2015, Mr. Youngkin served as Co-President and Co-Chief Operating Officer. From March 2011 until June 2014, Mr. Youngkin served as Chief Operating Officer. From October 2010 until March 2011, Mr. Youngkin served as Carlyle's interim principal financial officer. From 2005 to 2008, Mr. Youngkin was the Global Head of the Industrial Sector investment team. From 2000 to 2005, Mr. Youngkin led Carlyle's buyout activities in the United Kingdom and from 1995 to 2000, he was a member of the U.S. buyout team. Prior to joining Carlyle in 1995, Mr. Youngkin was a management consultant with McKinsey & Company and he also previously worked in the investment banking group at CS First Boston. Mr. Youngkin previously served on the Board of Directors of numerous Carlyle portfolio companies. Mr. Youngkin also serves on the Board of Governors of the National Cathedral School, the Dean's Advisory Board at Harvard Business School, the Board of Directors of Meadowkirk, Inc., the Museum of the Bible, the Rice Management Company and as Church Warden for the Vestry of Holy Trinity Church. Mr. Youngkin received a B.S. in mechanical engineering and a BA in managerial studies from Rice University and an MBA from the Harvard Business School, where he was a Baker Scholar.

Curtis Buser

Mr. Curtis L. Buser is Chief Financial Officer of Carlyle Group Management L.L.C. a General Partner of the Company. Mr. Buser is the Chief Financial Officer of Carlyle and has served in such capacity since December 2014. Mr. Buser also serves on Carlyle’s Executive Group. From May 2014 until December 2014, Mr. Buser served as Carlyle’s Interim Chief Financial Officer. Mr. Buser joined Carlyle in 2004 as a managing director and served as the firm’s Chief Accounting Officer until May 2014. Prior to joining Carlyle, Mr. Buser was an audit partner with Ernst & Young, LLP. He began his career with Arthur Andersen in 1985 and was admitted to the partnership in 1997. Mr. Buser graduated from Georgetown University.

Peter Clare

Mr. Peter J. Clare serves as Co-Chief Investment Officer, Co-Head of the U.S. Buyout Group and Director of Carlyle Group Management L.L.C. a General Partner of the Company. Mr. Clare is a member of the Board of Directors of our general partner. Mr. Clare was elected to the Board of Directors of our general partner effective January 1, 2018. Mr. Clare is the Co-Chief Investment Officer of Carlyle and is Co-Head of the U.S. buyout group. Mr. Clare also serves on Carlyle's Executive Group. Mr. Clare previously served as Deputy CIO of the Partnership’s CPE segment. From 1999 to 2001, Mr. Clare was based in Hong Kong and was a founding member of the Carlyle Asia Buyout team and continues to serve on the Carlyle Asia Buyout Investment Committee. In 2001 and 2002, Mr. Clare launched Carlyle’s initial investments in distressed debt, which led to the creation of Carlyle Strategic Partners. From 2004 to 2011, Mr. Clare served as the Global Head of the Aerospace, Defense & Government Services sector team. Prior to joining Carlyle, Mr. Clare was with First City Capital Corporation, a private equity group that invested in buyouts, public equities, distressed bonds and restructurings. Prior to joining First City Capital, he was with the Merchant Banking Group of Prudential-Bache. Mr. Clare is currently a member of the Boards of Directors of Booz Allen Hamilton and Signode Industrial. Mr. Clare has previously served on the boards of CommScope, Inc. and Pharmaceutical Product Development (PPD). Mr. Clare also serves on the Board of Directors of Georgetown University. Mr. Clare is a magna cum laude graduate of Georgetown University and received his MBA from the Wharton School at the University of Pennsylvania.

Jeffrey Ferguson

Mr. Jeffrey W. Ferguson is General Counsel of Carlyle Group Management L.L.C. a General Partner of the Company. Mr. Ferguson is the General Counsel of Carlyle and has served in such capacity since 1999. Mr. Ferguson also serves on Carlyle’s Executive Group. Prior to joining Carlyle, Mr. Ferguson was an associate with the law firm of Latham & Watkins LLP. Mr. Ferguson received a BA from the University of Virginia, where he was a member of Phi Beta Kappa. He also received his law degree from the University of Virginia, and is admitted to the bars of the District of Columbia and Virginia.

Robby Winarta

Mr. Robby Winarta will be appointed as Managing Director of the Company effective on July 2, 2018. Prior to joining Carlyle, Mr. Winarta worked at Credit Suisse for 20 years, most recently as Head of Indonesia Investment Banking Coverage, a position that he held for five years. He has been based in Jakarta for 16 years, and prior to that worked with Credit Suisse in New York and Singapore. He earned his BSc from Northwestern University.

James Hance

Mr. James H. Hance, Jr. is an Operating Executive, Director of Carlyle Group Management L.L.C. a General Partner of the Company. Mr. Hance was elected to the Board of Directors of our general partner effective May 2, 2012. Mr. Hance joined Carlyle in November 2005 and has worked primarily in our Global Credit segment and the financial services sector. Prior to joining Carlyle in 2005, Mr. Hance served as Vice Chairman of Bank of America from 1993 until his retirement on January 31, 2005 and served as Chief Financial Officer from 1988 to 2004. Prior to joining Bank of America, Mr. Hance spent 17 years with Price Waterhouse (now PricewaterhouseCoopers LLP). Mr. Hance is currently a director of Acuity Brands Inc. Mr. Hance is a former director of Ford Motor Company, Sprint Nextel Corporation, Morgan Stanley, Duke Energy Corporation, Cousins Properties and Parkway, Inc. Mr. Hance serves as Emeritus Trustee on the Board of Trustees at Washington University in St. Louis and as Chairman of the Board of Trustees at Johnson & Wales University in Providence, RI. Mr. Hance graduated from Westminster College and received an MBA from Washington University in St. Louis. He is a certified public accountant.

Kara Helander

Ms. Kara Helander is Chief Diversity Officer of the Company. Ms. Helander will lead the firm’s diversity and inclusion efforts, helping to ensure that Carlyle attracts, develops and retains top talent, and will focus on increasing Board diversity at our portfolio companies. Prior to Carlyle, Ms. Helander served as Managing Director and Global Head of Diversity & Inclusion at BlackRock for ten years. Ms. Helander begins her duties today and is based in Washington, DC. An 18-year veteran in the diversity and inclusion field, Ms. Helander has launched transformational initiatives within a range of industries. She most recently served as Principal at Helander Consulting, where she worked with senior leaders to design and build Corporate Social Responsibility and Diversity & Inclusion strategies. Prior to that, she served as Managing Director and Global Head of Diversity & Inclusion at BlackRock, where she created and implemented the company’s first global Diversity & Inclusion and Philanthropy initiatives. She also founded the Science of Diversity & Inclusion Initiative, a coalition of select companies and researchers focused on developing new approaches to diversity and inclusivity in the workplace. Ms. Helander earned her B.A. in Spanish from Vanderbilt University and an MBA from the Wharton School of Business.

Long Hoang

Mr. Long Hoang will be appointed as Director of Asian Private Equity Platform effective from June 1, 2018. Before joining Carlyle, Mr. Hoang was a Vice President at TPG Capital Asia Growth covering Singapore and Vietnam. Prior to that, he was a Director at Navis Capital Partners, and worked at Standard Chartered Private Equity (Singapore), Dragon Capital Group (Vietnam), and Vinacapital Group (Vietnam). He earned his MBA from Columbia Business School and BA from Amherst College.

Lawton Fitt

Ms. Lawton Wehle Fitt is of Independent Director of Carlyle Group Management L.L.C. a General Partner of the Company. Ms. Fitt was elected to the Board of Directors of our general partner effective May 2, 2012. Ms. Fitt served as Secretary (CEO) of the Royal Academy of Arts in London from October 2002 to March 2005. Prior to that, Ms. Fitt was an investment banker with Goldman Sachs & Co., where she became a partner in 1994 and a managing director in 1996. She retired from Goldman Sachs in 2002. Ms. Fitt is currently a director of Ciena Corporation (where she serves as chair of the audit committee), Micro Focus International (where she serves on the audit committee and nominating committee) and The Progressive Corporation (where she serves as the lead independent director, and serves on the Executive committee, as chair of the investment and capital committee and on the nominating and governance committee). Ms. Fitt is a former director of ARM Holdings PLC and Thomson Reuters. She is also a trustee or director of several not-for-profit organizations, including the Goldman Sachs Foundation and the Thomson Reuters Foundation. Ms. Fitt received her bachelor's degree from Brown University and her MBA from the Darden School of the University of Virginia.

Janet Hill

Ms. Janet V. Hill is an Independent Director of Carlyle Group Management L.L.C. a General Partner of the Company. Ms. Hill was elected to the Board of Directors of our general partner effective May 2, 2012. Ms. Hill serves as Principal at Hill Family Advisors. From 1981 until her retirement in 2010, Ms. Hill served as Vice President of Alexander & Associates, Inc., a corporate consulting firm which she co-owned in Washington, D.C. Ms. Hill is currently a director of Dean Foods Company and Esquire Bank. Ms. Hill is a former director of Wendy’s/Arby’s Group, Inc., Sprint Nextel Corporation and The Wendy's Company. She also serves on the Board of Trustees at Duke University, the John F. Kennedy Center for the Performing Arts, the Knight Commission on Intercollegiate Athletics, and the Wolf Trap Foundation. Ms. Hill graduated from Wellesley College with a Bachelor of Arts in Mathematics and received a Master of Arts in Teaching Mathematics from the Graduate School of the University of Chicago.

Thomas Robertson

Dr. Thomas S. Robertson (Tom) is an Independent Director of Carlyle Group Management L.L.C. a General Partner of the Company. Dr. Robertson was elected to the Board of Directors of our general partner effective May 2, 2012. Dr. Robertson is the Joshua J. Harris Professor of Marketing at the Wharton School at the University of Pennsylvania. Prior to rejoining Wharton in 2007, Dr. Robertson was special assistant to Emory University’s president on issues of international strategy and a founding director of the Institute for Developing Nations established jointly by Emory University and The Carter Center in fall 2006. From 1998 until 2007, Dr. Robertson was Dean of Emory University’s Goizueta Business School and, from 1994 until 1998, he was the Sainsbury Professor at, and the Chair of Marketing and Deputy Dean of, the London Business School. From 1971 to 1994, Dr. Robertson was a member of the faculty at the Wharton School, and from 2007 to 2014, was the Dean of the Wharton School. He is a former director of CRA International, Inc. and PRGX Global, Inc. Dr. Robertson graduated from Wayne State University and received his M.A. and Ph.D. in marketing from Northwestern University.

William Shaw

Mr. William Joseph Shaw is an Independent Director of Carlyle Group Management L.L.C. a General Partner of the Company. Mr. Shaw was elected to the Board of Directors of our general partner effective May 2, 2012. Mr. Shaw was the Vice Chairman of Marriott International, Inc. until his retirement in March 2011. Prior to becoming Vice Chairman of Marriott, Mr. Shaw served as President and Chief Operating Officer of Marriott from 1997 until 2009. Mr. Shaw joined Marriott in 1974 and held various positions, including Corporate Controller, Corporate Vice President, Senior Vice President-Finance, Treasurer, Chief Financial Officer, Executive Vice President and President of Marriott Service Group. Prior to joining Marriott, Mr. Shaw worked at Arthur Andersen & Co. Mr. Shaw is Chairman of the Board of Directors of Marriott Vacations Worldwide Corporation, a Director of DiamondRock Hospitality (where he serves on the audit committee) and is a former member of the Board of Trustees of three funds in the American Family of mutual funds from 2009 to 2015. Mr. Shaw also serves on the Board of Trustees of the University of Notre Dame and the Board of Trustees of Suburban Hospital in Bethesda, Maryland. Mr. Shaw graduated from the University of Notre Dame and received an MBA from Washington University in St. Louis.

Anthony Welters

Mr. Anthony Welters is an Independent Director of Carlyle Group Management L.L.C. a General Partner of the Company. Mr. Welters was elected to the Board of Directors of our general partner effective October 27, 2015. Mr. Welters is Executive Chairman of the Black Ivy Group, LLC. He recently retired as Senior Adviser to the Office of the CEO of UnitedHealth Group having served in such position since April 2014. Prior to this appointment, he was Executive Vice President and a Member of the Office of the CEO of UnitedHealth Group from November 2006 until April 2014. Mr. Welters previously led UHG's Public and Senior Markets Group. Mr. Welters joined UHG in June 2002 upon its acquisition of AmeriChoice, a health care company he founded in 1989. Mr. Welters is currently a director of Loews Corporation, West Pharmaceutical Services, Inc. (where he serves on the Nominating and Governance committee) and C.R. Bard, Inc. (where he is a member of the compensation, regulatory and governance committees). Mr. Welters previously served as a director West Pharmaceutical Services, Inc. from 1997 to 2016. He is Trustee Emeritus of the Morehouse School of Medicine Board of Trustees, Chairman of the Board of New York University School of Law, as well as Vice Chairman of the Board of New York University, a Trustee of NYU Langone Medical Center, a trustee of the John F. Kennedy Center for the Performing Arts, where he is Chairman of the finance committee, as well as on the Board of the Horatio Alger Association. Mr. Welters is a founding member of the National Museum of African American History and Culture. Mr. Welters is a graduate of Manhattanville College and received his law degree from New York University School of Law.

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