People: Carlyle Group LP (CG.O)
CG.O on Nasdaq
30.76USD
21 May 2013
30.76USD
21 May 2013
Price Change (% chg)
$0.50 (+1.65%)
$0.50 (+1.65%)
Prev Close
$30.19
$30.19
Open
$30.24
$30.24
Day's High
$30.82
$30.82
Day's Low
$30.16
$30.16
Volume
197,726
197,726
Avg. Vol
377,501
377,501
52-wk High
$37.89
$37.89
52-wk Low
$20.00
$20.00
Summary
| Name | Age | Since | Current Position |
|---|---|---|---|
Daniel D' Aniello |
66 | Chairman of the Board, Founder of Carlyle Group Management L.L.C. | |
William Conway |
63 | Co-Chief Executive Officer, Founder, Director of Carlyle Group Management L.L.C. | |
David Rubenstein |
63 | Co-Chief Executive Officer, Founder, Director of Carlyle Group Management L.L.C. | |
Adena Friedman |
43 | 2011 | Chief Financial Officer of Carlyle Group Management L.L.C. |
Glenn Youngkin |
46 | 2011 | Chief Operating Officer of Carlyle Group Management L.L.C. |
Jeffrey Ferguson |
47 | 1999 | General Counsel of Carlyle Group Management L.L.C. |
Edward Mathias |
71 | 2012 | Managing Director, Director of General partner |
Michael Arpey |
50 | 2010 | Managing Director, Head - Fund Investor Relations of Carlyle Group Management L.L.C. |
David Marchick |
46 | 2013 | Managing Director, Global Head - External Affairs of Carlyle Group Management L.L.C. |
Michael Petrick |
51 | 2010 | Managing Director, Head - Global Market Strategies of Carlyle Group Management L.L.C. |
James Hance |
68 | Operating Executive and Director of Carlyle Group Management L.L.C. | |
Jay Fishman |
60 | 2012 | Independent Director of Carlyle Group Management L.L.C. |
Lawton Fitt |
59 | 2012 | Independent Director of Carlyle Group Management L.L.C. |
Janet Hill |
65 | 2012 | Independent Director of Carlyle Group Management L.L.C. |
Thomas Robertson |
70 | 2012 | Independent Director of Carlyle Group Management L.L.C. |
William Shaw |
67 | 2012 | Independent Director of Carlyle Group Management L.L.C. |
Biographies
| Name | Description |
|---|---|
Daniel D' Aniello |
Mr. Daniel A. D' Aniello is Chairman of the Board, Founder of Carlyle Group Management L.L.C., the General Partner of Carlyle Group L.P. He was elected to the Board of Directors of the general partner effective July 18, 2011. 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 is a member of The Council for the United States and Italy; the Lumen Institute; the U.S.—China CEO and Former Senior Officials’ Dialogue of the U.S. Chamber of Commerce; the Board of Trustees of the American Enterprise Institute for Public Research; the Board of Trustees of Syracuse University; the Chancellor’s Council; the Corporate Advisory Council to the Martin J. Whitman School of Management; and the Board of Directors of the Wolf Trap Foundation of the Performing Arts. Mr. D’Aniello previously served as chairman and/or director of several private companies in which Carlyle had 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. |
William Conway |
Mr. William E. Conway, Jr., is Co-Chief Executive Officer, Founder, Director of Carlyle Group Management L.L.C., the General Partner of Carlyle Group L.P. 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. He previously served as chairman and/or director of several public and private companies in which Carlyle had investment interests. Mr. Conway received his B.A. from Dartmouth College and his M.B.A. in finance from the University of Chicago Graduate School of Business. |
David Rubenstein |
Mr. David M. Rubenstein is Co-Chief Executive Officer, Founder, Director of Carlyle Group Management L.L.C., the General Partner of Carlyle Group L.P. He was elected to the Board of Directors of the general partner effective July 18, 2011. 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 the Chairman of the John F. Kennedy Center for the Performing Arts, a Regent of the Smithsonian Institution, President of the Economic Club of Washington and on the Boards of Directors or Trustees of Duke University (Vice Chair), Johns Hopkins University, University of Chicago, the Brookings Institution (Vice Chair), the Lincoln Center for the Performing Arts, the Council on Foreign Relations (Vice Chair) and the Institute for Advanced Study. Mr. Rubenstein 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. |
Adena Friedman |
Ms. Adena T. Friedman is Chief Financial Officer of Carlyle Group Management L.L.C., the General Partner of Carlyle Group L.P., since March 2011. Ms. Friedman also serves on Carlyle’s Management Committee. Prior to joining Carlyle in March 2011, Ms. Friedman was the Chief Financial Officer and Executive Vice President of Corporate Strategy for The NASDAQ OMX Group, Inc. In August 2009, Ms. Friedman assumed the role of CFO, responsible for all financial, tax, investor relations, enterprise risk management and investment matters. As head of Corporate Strategy from 2003 to 2011, Ms. Friedman’s responsibilities also included identifying and developing strategic opportunities, including all M&A, for NASDAQ OMX. From 2000 to 2009, Ms. Friedman also served as the Executive Vice President of the Global Data Products business, a $250M revenue business unit within NASDAQ OMX. Ms. Friedman joined NASDAQ in 1993, where she served in several roles, including Senior Vice President of NASDAQ Data Products, Director of Product Management for several trading-related products, and Marketing Manager. Ms. Friedman earned an M.B.A. from Owen Graduate School of Management, Vanderbilt University, in Nashville, Tennessee. She holds a B.A. in political science from Williams College in Massachusetts. |
Glenn Youngkin |
Mr. Glenn A. Youngkin is Chief Operating Officer of Carlyle Group Management L.L.C., the General Partner of Carlyle Group L.P. Mr. Youngkin also serves on Carlyle’s Management Committee. 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 Kinder Morgan, Inc. as well as several other Carlyle portfolio companies. Mr. Youngkin also serves on the Board of Trustees of the Langley School and AlphaUSA and the Board of Directors of the Rice Management Company. Mr. Youngkin received a B.S. in mechanical engineering and a B.A. in managerial studies from Rice University and an M.B.A. from the Harvard Business School, where he was a Baker Scholar. |
Jeffrey Ferguson |
Mr. Jeffrey W. Ferguson is General Counsel of Carlyle Group Management L.L.C., the General Partner of Carlyle Group L.P., since 1999. Mr. Ferguson also serves on Carlyle’s Management Committee. Prior to joining Carlyle, Mr. Ferguson was an associate with the law firm of Latham & Watkins LLP. Mr. Ferguson received a B.A. 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. |
Edward Mathias |
Mr. Edward J. Mathias is Managing Director and Director of Carlyle Group Management L.L.C., the General Partner of Carlyle Group L.P. Mr. Mathias was elected to the Board of Directors of general partner effective May 2, 2012. Prior to joining Carlyle in 1994, Mr. Mathias was a long-time member of the Management Committee and Board of Directors of T. Rowe Price Associates, Inc., a investment management organization. He was instrumental in the founding of Carlyle and assisted in raising the firm’s initial capital. Mr. Mathias is currently a director of Brown Advisory, the Baltimore-based investment firm and a Trustee Emeritus at the University of Pennsylvania. He is also a member of The Council of Foreign Relations, serves as Program Chairman for The Economic Club of Washington and is a member of the Trustees’ Council at the National Gallery of Art. Mr. Mathias holds an M.B.A. from Harvard Business School and an undergraduate degree from the University of Pennsylvania. |
Michael Arpey |
Mr. Michael W. Arpey is Managing Director, Head - Fund Investor Relations of Carlyle Group Management L.L.C., the General Partner of Carlyle Group L.P., since 2010. Mr. Arpey joined Carlyle’s Management Committee on March 14, 2013. Until 2010, Mr. Arpey was a Managing Director of Credit Suisse in the Asset Management division and was the Co-head of the Customized Fund Investment Group within Private Equity in Alternative Investments. Mr. Arpey joined Credit Suisse in 2000 through the merger with Donaldson, Lufkin & Jenrette where he was a Managing Director and Head of DLJ Merchant Banking’s Customized Fund Investment Group. Prior to DLJ, Mr. Arpey worked at Prudential Global Asset Management as The Global Head of Private Equity. Previously, Mr. Arpey was the Director of Alternative Investments for the New York State Common Retirement Fund and prior to that, he was General Counsel to the State Treasurer of Pennsylvania. Mr. Arpey earned his B.A. from St. Lawrence University and his J.D. from the Dickinson School of Law. |
David Marchick |
Mr. David M. Marchick is Managing Director, Global Head - External Affairs of Carlyle Group Management L.L.C., the General Partner of Carlyle Group L.P. Mr. Marchick joined Carlyle in 2007 and joined Carlyle’s Management Committee on March 14, 2013. Prior to joining Carlyle, Mr. Marchick was a partner and Vice-Chair of the international practice group at Covington & Burling. Prior to joining Covington & Burling in 2002, Mr. Marchick worked on then-Governor Clinton’s 1992 presidential campaign and served in various capacities in the Clinton Administration for seven years. Mr. Marchick currently serves on the Board of Directors of two Carlyle portfolio companies, Sequa Corporation and Philadelphia Energy Solutions. Mr. Marchick also is a Member of the Council on Foreign Relations, serves as the Chairman of the Board of the Robert Toigo Foundation, an organization committed to enhance diversity in the financial services industry, and is a Member of the Committee on Conscience of the U.S. Holocaust Memorial Museum. Mr. Marchick earned his J.D. from The George Washington University Law School, his M.A. from the University of Texas and his B.A. from the University of California, San Diego. |
Michael Petrick |
Mr. Michael J. Petrick is Managing Director, Head - Global Market Strategies of Carlyle Group Management L.L.C., the General Partner of Carlyle Group L.P., since 2010. Mr. Petrick joined Carlyle’s Management Committee on March 14, 2013. Mr. Petrick leads Carlyle’s array of structured credit, mezzanine and distressed teams and oversees Carlyle’s interests in hedge funds. Prior to joining Carlyle, Mr. Petrick had a 20-year career at Morgan Stanley. In addition to being Global Head of Institutional Sales and Trading and a member of Morgan Stanley’s Operating Committee and Management Committee, Mr. Petrick presided over numerous businesses at Morgan Stanley, including Global Head of Corporate Credit, Global Head of Non-Investment Grade, Global Head of Distressed Investing, and Global Head of Leveraged Finance and Restructurings. In these various capacities, Mr. Petrick was responsible for a diverse set of asset classes, including equities, commodities, corporate, residential, commercial, proprietary trading, tax and direct investments. Mr. Petrick has served on the boards of DigitalGlobe and Marvel Entertainment. Mr. Petrick graduated with a B.A. in chemistry and economics from Grinnell College in 1984. He earned his M.B.A. in finance from the University of Chicago in 1987. |
James Hance |
Mr. James H. Hance, Jr., is Operating Executive and Director of Carlyle Group Management L.L.C., the General Partner of Carlyle Group L.P. Mr. Hance was elected to the Board of Directors of the general partner effective May 2, 2012. Mr. Hance joined Carlyle in November 2005 and has worked primarily in Global Market Strategies 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 Chairman of the Board of Sprint Nextel Corporation, as well as a director of Duke Energy Corporation, Cousins Properties Inc., and Ford Motor Company. Mr. Hance is a former director of Rayonier, Inc., EnPro Industries, Inc., Bank of America and Morgan Stanley. Mr. Hance serves on the Board of Trustees at Washington University in St. Louis and Johnson and Wales University. Mr. Hance graduated from Westminster College and received an M.B.A. from Washington University in St. Louis. He is a certified public accountant. |
Jay Fishman |
Mr. Jay S. Fishman is Independent Director of Carlyle Group Management L.L.C., the General Partner of Carlyle Group L.P., since May 2, 2012. Mr. Fishman is Chairman and Chief Executive Officer of The Travelers Companies, Inc. Mr. Fishman has served as the Chief Executive Officer of Travelers since the April 2004 merger of The St. Paul Companies, Inc. with Travelers Property Casualty Corp. that formed Travelers, and he assumed the additional role of Chairman in September 2005. Mr. Fishman also held the additional title of President from October 2001 until June 2008. From October 2001 until April 2004, Mr. Fishman had been Chairman, Chief Executive Officer and President of The St. Paul Companies, Inc. Prior to joining The St. Paul Companies, Mr. Fishman held several executive posts at Citigroup Inc. from 1998 to 2001, including Chairman, Chief Executive Officer and President of the Travelers insurance business. Mr. Fishman is currently a director of ExxonMobil Corporation, a trustee of the University of Pennsylvania, a member of the Board of Overseers of the University of Pennsylvania School of Veterinary Medicine, a trustee of New York — Presbyterian Hospital and the Chairman of the Board of New York City Ballet. Mr. Fishman graduated from the University of Pennsylvania and received an M.S. from the Wharton School at the University of Pennsylvania. |
Lawton Fitt |
Ms. Lawton Wehle Fitt is of Independent Director of Carlyle Group Management L.L.C., the General Partner of Carlyle Group L.P., since May 2, 2012. Ms. Fitt is a director of Thomson Reuters Corporation, Ciena Corporation and The Progressive Corporation. 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 a former director of Reuters PLC, Frontier Communications and Overture Acquisitions Corporation. 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 M.B.A. from the Darden School of the University of Virginia. |
Janet Hill |
Ms. Janet Hill is Independent Director of Carlyle Group Management L.L.C., the General Partner of Carlyle Group L.P., since 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 Sprint Nextel Corporation, The Wendy’s Company and Dean Foods Company. Ms. Hill is a former director of Wendy’s/Arby’s Group, Inc. and Nextel Communications. She also serves on the Board of Trustees at Duke University, the Board of the Knight Commission on Intercollegiate Athletics and the Board of Directors of the Military Bowl. 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 is Independent Director of Carlyle Group Management L.L.C., the General Partner of Carlyle Group L.P., since May 2, 2012. Dr. Robertson is the Dean of 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. Dr. Robertson is currently a director of CRA International Inc. He is also a former director of 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 J. Shaw is Independent Director of Carlyle Group Management L.L.C., the General Partner of Carlyle Group L.P., since 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 1972 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 Marriot Vacations Worldwide Corporation, serves on the Board of Trustees of three funds in the American Family of mutual funds, and is a former director of Marriott International, Inc. from March 1997 through February 2011. 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 M.B.A. degree from Washington University in St. Louis. |
Basic Compensation
| Name | Fiscal Year Total |
|---|---|
Daniel D' Aniello |
281,250 |
William Conway |
281,250 |
David Rubenstein |
281,250 |
Adena Friedman |
2,001,020 |
Glenn Youngkin |
17,223,000 |
Jeffrey Ferguson |
3,434,080 |
Edward Mathias |
-- |
Michael Arpey |
-- |
David Marchick |
-- |
Michael Petrick |
-- |
James Hance |
-- |
Jay Fishman |
-- |
Lawton Fitt |
-- |
Janet Hill |
-- |
Thomas Robertson |
-- |
William Shaw |
-- |
As Of 30 Dec 2012
Options Compensation
| Name | Options | Value |
|---|---|---|
Daniel D' Aniello |
0 | 0 |
William Conway |
0 | 0 |
David Rubenstein |
0 | 0 |
Adena Friedman |
0 | 0 |
Glenn Youngkin |
0 | 0 |
Jeffrey Ferguson |
0 | 0 |
Edward Mathias |
0 | 0 |
Michael Arpey |
0 | 0 |
David Marchick |
0 | 0 |
Michael Petrick |
0 | 0 |
James Hance |
0 | 0 |
Jay Fishman |
0 | 0 |
Lawton Fitt |
0 | 0 |
Janet Hill |
0 | 0 |
Thomas Robertson |
0 | 0 |
William Shaw |
0 | 0 |
| Name | Shares Traded | Price |
|---|---|---|
BUSER CURTIS L |
18,809 | $0.00 |

