The Advisory Council for the Bendheim Center is comprised of distinguished leaders in the financial industry.
Curtis Arledge works at the Harvard Business School in the Forum for Growth and Innovation, an initiative guided by Professor Clayton Christensen, the author of The Innovator’s Dilemma, in which the theory of disruptive innovation was developed. Previously, Curtis was Vice Chairman of BNY Mellon and Chief Executive Officer of Investment Management, and he also had responsibility for BNY Mellon’s Markets Group. Prior to joining BNY Mellon in November 2010, Curtis was the chief investment officer for fundamental fixed income portfolios at BlackRock, Inc. and led the investment teams and strategy for BlackRock’s global fixed income efforts. He joined BlackRock from Wachovia Corporation, where he was the global head of the fixed income division within the bank’s corporate and investment banking group. From 1993 to 1996, Curtis was a founding member of Mariner Investment Group, specializing in fixed income arbitrage trading. From 1988 to 1993, he was a fixed income portfolio manager at BlackRock. A graduate of Princeton University, Curtis began his career as an analyst with Salomon Brothers in 1987.
Curtis served as the Vice Chair of the U.S. Treasury Department’s Treasury Borrowing Advisory Committee, of which he was a member from 2011 to 2016. He previously served on the Board of Directors of the Bond Market Association, a predecessor organization to SIFMA. Currently, Curtis is an Advisory Council member at the Bendheim Center for Finance at Princeton University, and he is a member of the Fixed Income Analysts Society Hall of Fame.
Additionally, Curtis serves as a member of the Board of Directors of Autism Speaks, the largest autism science and advocacy organization in the U.S., and he is a member Board of Advisors of The New England Center for Children, a private, nonprofit autism research and education center. Curtis resides in Darien, CT with his wife and their four children.
Ben S. Bernanke is a Distinguished Fellow in Residence with the Economic Studies Program at the Brookings Institution and also serves as a Senior Advisor to PIMCO and Citadel. From February 2006 through January 2014, he was Chairman of the Board of Governors of the Federal Reserve System. Dr. Bernanke also served as Chairman of the Federal Open Market Committee, the System’s principal monetary policymaking body. He is also the author of The Courage to Act.
Before his appointment as Chairman, Dr. Bernanke was Chairman of the President’s Council of Economic Advisers, from June 2005 to January 2006. He had already served the Federal Reserve System in several roles. He was a member of the Board of Governors of the Federal Reserve System from 2002 to 2005; a visiting scholar at the Federal Reserve Banks of Philadelphia (1987-89), Boston (1989-90), and New York (1990-91, 1994-96); and a member of the Academic Advisory Panel at the Federal Reserve Bank of New York (1990-2002).
From 1994 to 1996, Dr. Bernanke was the Class of 1926 Professor of Economics and Public Affairs at Princeton University. He was the Howard Harrison and Gabrielle Snyder Beck Professor of Economics and Public Affairs and Chair of the Economics Department at the university from 1996 to 2002. Dr. Bernanke had been a Professor of Economics and Public Affairs at Princeton since 1985.
Before arriving at Princeton, Dr. Bernanke was an Associate Professor of Economics (1983-85) and an Assistant Professor of Economics (1979-83) at the Graduate School of Business at Stanford University. His teaching career also included serving as a Visiting Professor of Economics at New York University (1993) and at the Massachusetts Institute of Technology (1989-90).
Dr. Bernanke is the author of
several scholarly books and two textbooks. He has held a Guggenheim Fellowship and a Sloan Fellowship, and he is a Fellow of the Econometric Society and of the American Academy of Arts and Sciences. Dr. Bernanke served as the Director of the Monetary Economics Program of the National Bureau of Economic Research (NBER) and as a member of the NBER’s Business Cycle Dating Committee. In July 2001, he was appointed Editor of the American Economic Review. Dr. Bernanke’s work with civic and professional groups includes having served two terms as a member of the Montgomery Township (N.J.) Board of Education.
Frank Brosens is a co-founder of Taconic. Prior to founding Taconic, Mr. Brosens was a general partner at Goldman, Sachs & Co., where he was head of the risk arbitrage area, the stock options business, the equity derivatives area, the Japanese warrants business (which he co-founded), as well as co-head of the energy trading business. Mr. Brosens is a member of the Board of Directors for the Economic Club of New York and the Peterson Institute for International Economics. He is a member of the Council on Foreign Relations. He formerly served as Chairman of the Board of the Northern Westchester Hospital and as a member of the Board of Directors at PRINCO, the Princeton University Investment Company. Mr. Brosens received a B.S.E. in Mechanical & Aerospace Engineering, magna cum laude, from Princeton University in 1979, where he was elected to Phi Beta Kappa.
Hamid Biglari is currently a Managing Director and a member of the senior management of Point72 Asset Management, with responsibility for the global Trading organization. From 2013 to 2016, he was a Managing Partner at TGG Group, a firm that advised Fortune 100 companies on the transformational impact of behavioral science and big data analytics. From 2000 to 2013, he was a senior executive at Citigroup, serving as Vice Chairman, Head of Emerging Markets, and a member of the global bank’s Operating Committee. Prior to joining Citigroup, Dr. Biglari was a Partner at McKinsey & Company, the international management consulting firm, where he co-led the Firm’s investment banking consulting practice, advising CEOs around the world. Prior to that, he was a theoretical physicist at Princeton University’s Plasma Physics Laboratory, the nation’s leading center for controlled thermonuclear fusion research.
He is a member of the Council on Foreign Relations and a member of the Board of Trustees of the Asia Society. Previously, he was a member of the US-China Business Council. In 2009, he was awarded the Ellis Island Medal of Honor, given for outstanding contributions by immigrants to the United States. Dr. Biglari holds a Ph.D. in Astrophysical Sciences from Princeton University.
John C. Bogle, is Founder of The Vanguard Group, Inc., and President of the Bogle Financial Markets Research Center. He created Vanguard in 1974. He had been associated with a predecessor company since 1951, immediately following his graduation from Princeton University, magna cum laude in Economics.
In 2004, TIME magazine named Mr. Bogle as one of the world’s 100 most powerful and influential people and Institutional Investor presented him with its Lifetime Achievement Award. In 1999, Fortune designated him as one of the investment industry’s four “Giants of the 20th Century.” In the same year, he received the Woodrow Wilson Award from Princeton University for “distinguished achievement in the Nation’s service.” In 1997, he was named one of the “Financial Leaders of the 20th Century” in Leadership in Financial Services (Macmillan Press Ltd., 1997). In 1998, Mr. Bogle was presented the Award for Professional Excellence from the Association for Investment Management and Research (now the CFA Institute), and in 1999 he was inducted into the Hall of Fame of the Fixed Income Analysts Society, Inc.
Mr. Bogle is a best-selling author, beginning with Bogle on Mutual Funds: New Perspectives for the Intelligent Investor (1993); Common Sense on Mutual Funds: New Imperatives for the Intelligent Investor (1999); John Bogle on Investing: The First 50 Years (2000); Character Counts: The Creation and Building of The Vanguard Group (2002); Battle for the Soul of Capitalism (2005); The Little Book of Common Sense Investing (2007); and Enough: True Measures of Money, Business, and Life (2008). His eighth book, Common Sense on Mutual Funds, Fully Updated 10th Anniversary Edition, was published by John Wiley and Sons in November 2009. The story of his life and career is told in John Bogle and the Vanguard Experiment: One Man’s Quest to Transform the Mutual Fund Industry, by Robert Slater (1996).
Mr. Bogle served as Chairman of the Board of Governors of the Investment Company Institute in 1969-1970, and as a member of the Board in 1969-1974. In 1997, he was appointed by then-U.S. Securities and Exchange Commission Chairman Arthur Levitt to serve on the Independence Standards Board. In 2000, he was named by the Commonwealth’s Chamber of Commerce as Pennsylvania’s Business Leader of the Year. He served as Chairman of the Board of the National Constitution Center from September 1999 through January 2007, and was a Director of Instinet Corporation until December 2005. He was a member of The Conference Board’s Commission on Public Trust and Private Enterprise, and is a Fellow of the American Philosophical Society, and the American Academy of Arts and Sciences. A Trustee of Blair Academy, he served as Chairman in 1986-2001. He has received honorary doctorate degrees from the University of Delaware, University of Rochester, New School University, Susquehanna University, Eastern University, Widener University, Albright College, Pennsylvania State University, Drexel University, Immaculata University, Princeton University, Georgetown University, and Trinity College.
Mr. Bott spent his entire career as investment banker to some of the world’s leading industrial and transportation companies. He led CSFB’s Chrysler team in the recapitalization of the company in the early 1990s, the successful defense against Kirk Kerkorian’s hostile offer in the mid-1990s and the merger of Chrysler with Daimler-Benz in 1998. He also worked with Union Pacific Corporation for a number of years, including representing the company in its acquisitions of the Southern Pacific and the Chicago and North Western railroads. In recent years, he worked with Overnite Transportation in its sale to UPS and with fertilizer maker CF Industries on its highly successful IPO.
Mr. Bott graduated magna cum laude from Princeton University in 1969 with a degree in Economics and, after a period of military service, received an MBA from Columbia Business School in 1972. He joined The First Boston Corporation, predecessor to CSFB/Credit Suisse) and worked in a variety of investment banking positions including being a founding member of the Project Finance Group, Chairman of the Investment Banking Committee, Head of Global Industry Groups and Co-Head of Investment Banking. He was named a Managing Director in 1981 and a Vice Chairman in 1998 and served on CSFB’s Investment Banking Executive Board. As a Vice Chairman at Morgan Stanley, he was a member of the Investment Banking Management Committee and spent a year as a Senior Banker in the firm’s Paris office.
David DeNunzio is a managing director and global head of the Mergers & Acquisitions (M&A) group in the Investment Banking and Capital Markets division of Wells Fargo Securities. David has more than 35 years experience in all aspects of financial advisory services, including divestitures, buyer advisory services, mergers, recapitalizations, and takeover defense. He works with clients in a number of industries, including retail and consumer, energy, transportation, general industrials, and financial services. Prior to joining Wells Fargo in 2016, David spent 27 years at Credit Suisse, where he most recently held the position of global chairman of M&A.
David received his B.A. in economics, magna cum laude, from Princeton University and his M.B.A. from Harvard Business School. In addition to serving as a member of the advisory council of The Bendheim Center for Finance, David is a trustee of Deerfield Academy, and a past president of the board of trustees of The Greenwich Country Day School.
Jeremy (Jay) Diamond was the former Managing Director and Head of Research for Annaly Capital Management, the largest mortgage REIT listed on the New York Stock Exchange, since 2002. From 1990 to 2002 he was President of Grant’s Financial Publishing, a financial research company, and publisher of Grant’s Interest Rate Observer. Mr. Diamond began his career as an analyst in the investment banking group at Lehman Brothers. Mr. Diamond has a BA from Princeton University and a MBA from the UCLA Anderson School of Management.
J. Michael Evans has served as the President of Alibaba Group since August 2015. As president, Michael is responsible for leading and executing Alibaba Group’s international growth strategy for globalizing the company and expanding its business outside of China. He also serves as a member of Alibaba’s board, having served as an independent director since the company’s initial public offering in September 2014. Michael served as vice chairman of The Goldman Sachs Group, Inc. from February 2008 until December 2013. He served as chairman of Asia operations at Goldman Sachs from 2004 to 2013 and was the global head of Growth Markets at Goldman Sachs from January 2011 to December 2013. He also co-chaired the Business Standards Committee of Goldman Sachs from 2010 to 2013. Michael joined Goldman Sachs in 1993, became a partner of the firm in 1994 and held various leadership positions within the firm’s securities business while based in New York and London, including global head of equity capital markets and global co-head of the equities division, and global co-head of the securities business. Michael has 22 years of experience working closely with senior Chinese government officials, regulators, state-owned enterprises and entrepreneurs. He personally led the restructuring and initial public offerings of China Telecom, Petro China, ICBC, and other major Chinese state-owned enterprises. Michael is chairman of the board of Right To Play USA and a board member of City Harvest. He is also a trustee of the Asia Society and a member of the Advisory Council for the Bendheim Center for Finance at Princeton University. He is a member of the Board of Directors of Barrick Gold Corporation and Castleton Commodities International LLC.
John is a Senior Advisor at Morgan Stanley & Co. He joined Morgan Stanley in 1976 and was responsible for building the European Investment Banking business of Morgan Stanley. John was formerly Vice Chairman of Morgan Stanley & Co International. He is a director of Molnlycke Healthcare AB, Tele2 AB and the Grand Hotel in Stockholm. John is an Industrial Advisor to EQT Partners and sits on the Investment Committee of their Infrastructure and Credit Funds. John is a Trustee of the Lakefield College School Foundation in Canada, and a Trustee of the Learning School Trust in London.
Before entering government, Mr. Heyman was head of the arbitrage department of Smith Barney, and before that, for nine years in the 1980s, he ran his own broker-dealer, Mercury Securities, also in the arbitrage business. He began his career as a securities lawyer, principally with Cravath, Swaine & Moore.
Mr. Heyman received his B.A., magna cum laude, from Princeton University, where he was elected to Phi Beta Kappa, and his law degree, cum laude, from Harvard Law School. In addition to being a member of the Advisory Council of the Bendheim Center for Finance; he is a member of the Economic Club of New York; and the Council on Foreign Relations, as well as a member of the Advisory Board of New York City Student Sponsor Partners.
Mr. Hurley is a corporate director and consultant and is a director of two publicly traded companies and one private company. He has been the Chairman of the Nomination and Governance and Compensation Committees and a member of the Audit and Valuation Committees of New Mountain Finance Corporation since 2011. Mr. Hurley is also Chairman of the Compensation, Nominating and Governance Committee and a member of the Audit Committee of Amaya, Inc. He also has served since 2013 as the Chairman of the Compensation, Governance and Human Resources Committee and a member of the Audit Committee of Merrill Corporation. Mr. Hurley was a Vice Chairman of Emigrant Bancorp and Emigrant Bank from 2007 to 2012 and a consultant to the Bank in 2013. Emigrant Bancorp and its affiliates comprise one of the largest privately owned banks in the United States. He also served for three years as both the Chairman of the Bank’s Credit and Risk Management Committee and the Bank’s acting Chief Risk Officer in the aftermath of the 2008 financial crisis.
Before joining Emigrant, Mr. Hurley was the Chief Executive Officer from 2004 to 2007 of M. Safra & Co. Prior to joining M. Safra, Mr. Hurley worked at Merrill Lynch from 1976 to 2004. His most recent management positions included serving as Senior Vice President of ML and Head of Global Private Equity Investing, Managing Director and Head of Japan Investment Banking and Capital Markets, Managing Director and Co-Head of the Global Manufacturing and Services Group, and Managing Director and Head of the Global Automotive, Aerospace and Transportation Group.
Mr. Hurley’s civic activities include serving as a member of the Advisory Council for the Bendheim Center for Finance at Princeton University and of the Boards of Student Sponsor Partners and Museum of American Finance. He graduated from Princeton University with an A.B. in History, cum laude.
William H. Janeway is Senior Advisor at Warburg Pincus. He joined Warburg Pincus in 1988 and was responsible for building the information technology investment practice. Previously, he was executive vice president and director at Eberstadt Fleming. Dr. Janeway is a director of Magnet Systems, Nuance Communications, O’Reilly Media, and a member of the Board of Managers of Roubini Global Economics. He is a Visiting Lecturer in Economics at Cambridge University and Princeton University.
Dr. Janeway is Chairman of the Board of Trustees of Cambridge in America, University of Cambridge and a Member of the Board of Managers of the Cambridge Endowment for Research in Finance (CERF). He is a member of the board of directors of the Social Science Research Council and the board of governors of the Institute for New Economic Thinking and of the Advisory Boards of the Princeton Bendheim Center for Finance and the MIT-Sloan Finance Group. He is the author of “Doing Capitalism in the Innovation Economy: Markets Speculation and the State“.
Dr. Janeway received his doctorate in economics from Cambridge University where he was a Marshall Scholar. He was valedictorian of the class of 1965 at Princeton University.
Hugh “Skip” McGee III is co-Founder and Chief Executive Officer of Intrepid Financial Partners, an independent merchant bank founded in April of 2015 that specializes in the energy sector.
Prior to co-founding Intrepid, Skip served as a member of the Barclays Group Executive Committee and CEO, Americas of Barclays. Prior to that, he held a number of senior leadership positions at Barclays including CEO of Corporate and Investment Banking, Americas and Chairman and Head of the Global Investment Banking Division. He joined Barclays in September 2008 when he negotiated the move of 10,000 former Lehman employees over to Barclays after the bankruptcy of Lehman. Prior to Barclays, Skip was a senior executive at Lehman, where he spent the majority of his career. At Lehman, he was a member of the Firm’s Executive Committee and most recently Head of the Global Investment Banking Division from 2002-2008 after running the highly successful Global Natural Resources and Power franchises. Skip joined Lehman in 1993 after six years at First Boston and Wasserstein Perella.
Skip graduated summa cum laude from Princeton University with a degree in civil engineering and received a J.D. degree with honors from the University of Texas School of Law. He is a Lifetime Member of the Advisory Council of McCombs School of Business at the University of Texas at Austin as well as BCF.
Michele Kreisler Rubenstein is an independent consultant and advisor to institutions and high net worth individuals on investment matters, as well as a passionate and active education advocate.
Michele is currently a Senior Advisor to Pennsylvania State Treasurer, Joseph Torsella. This follows her earlier career during which she was a senior portfolio manager and executive director at Morgan Stanley, managing funds of hedge funds for institutional clients. Prior to this role she managed several fixed income portfolios at Morgan Stanley. Michele graduated summa cum laude in economics from Princeton University in 1990 and earned a Ph.D. in finance from the Wharton School in 1996.
She is Trustee of The Rubenstein Foundation, a private family foundation that focuses on education, financial literacy, health care, and creating opportunities for disadvantaged groups in the Philadelphia region. Michele has served on the investment committees of the Philadelphia Orchestra Association, the Philadelphia Museum of Art, Main Line Health, and currently the Curtis Institute of Music.
Charles (Chip) Schorin is a Portfolio Manager at Elliott Management Corporation, where he heads the mortgage backed securities trading business. Prior to joining Elliott in 2005, Chip worked at Morgan Stanley for 10 years, where he was a Managing Director and was responsible for collateralized securities worldwide. Earlier in his career, he worked at other firms, developing econometric prepayment and option pricing models for valuing mortgage backed securities. His first job was as a staff economist on the Council of Economic Advisers in the Executive Office of the President of the United States, followed by a stint at the Federal Reserve Bank of New York.
Chip earned his Bachelor of Science degree summa cum laude from the University of Pennsylvania and his Doctor of Philosophy degree in Economics from Princeton University. He has been a member of Princeton’s Alumni Schools Committee for the past 20 years, as well as actively serving with Princeton’s Alumni Annual Giving campaigns for several years, and is on the Advisory Board of the Bendheim Center for Finance at Princeton. Chip has been deeply involved with the Brotherhood-Sister Sol, and has long been a supporter of the Southern Poverty Law Center.
Lynn B. Thoman is co-President of the Leon Lowenstein Foundation, which focuses on education, health care, and medical research. In addition to being co-President of the Lowenstein Foundation, she is Managing Partner of Corporate Perspectives, an investment and management advisory firm. Prior to that, she worked at American Express.
Ms. Thoman is co-Chair of the Advisory Council of the Woodrow Wilson School of Public and International Affairs ; a member of the Steering Committee of Women In Leadership at Princeton; and a member of the Board of Harvard Medical School, the Brookings Institution; and Leadership Enterprise for a Diverse America (LEDA). In addition, she is a member of Harvard’s Global Health Advisory Council, the New York Academy of Sciences, Business Executives For National Security and the Global Philanthropists Circle. She is also an Honorary Trustee of The Nature Conservancy ENY. She holds a BA in economics from Princeton and an MBA from Harvard Business School.
Chairman of the Board
Andlinger & Company, Inc.
John L. Cecil
Chairman & Chief Executive Officer
Eagle Knolls Capital
Co-Chairman, Investment Banking Division
Goldman Sachs & Co.
E. Robert Cotter, III
Merritt Capital LP
Howard E. Cox Jr.
Greylock Management Corporation
R. Kelly Doherty
Richard B. Fisher
Chairman and Chief Investment Officer
Benjamin Griswold IV
William R. Hambrecht
Owner & Founder
W. R. Hambrecht & Co., LLC
Chief Executive Officer
NGP Energy Capital Management
Bruce R. Lauritzen
Chairman of the Board & President
First National Bank
John A. Mayer, Jr.
Chief Financial Officer (retired)
J.P. Morgan & Co.
Makena Capital Management
Heidi G. Miller
Former President, International
Goldman Sachs & Co.
Jeffrey M. Peek
Former Chairman of the Advisory Council
Executive Vice Chairman
Bank of America Merrill Lynch
Jerome H. Powell
Governor, Federal Reserve
John L. Weinberg
John S. Weinberg
Goldman Sachs & Co.
Mr. Paul M. Wythes