Archives: Senior Team members

Donald Raymond has over 30 years of global investment experience across public and private markets, portfolio construction and institutional governance, having held senior leadership roles at some of the world’s largest asset owners and financial institutions. Dr. Raymond previously served as Chief Investment Strategist at Qatar Investment Authority (QIA) and Canada Pension Plan Investment Board […]

James R. Boyle (Jim) is a veteran financial services executive who has led two major insurers, Foresters Financial and John Hancock, and delivered growth in both expansion and turnaround settings. Mr. Boyle served as President and CEO at Foresters Financial. There, he transformed a mid-size fraternal insurer into a digitally enabled market contender. He rebranded […]

Dr. Josh Lerner brings more than three decades of academic, policy and advisory leadership in private investments, and innovation, helping to shape understanding and development of investing through his research, teaching, and industry engagement. His extensive experience includes advising many of the world’s leading asset managers and allocators. He is the Jacob H. Schiff Professor […]

Melford Carter brings 30 years of leadership experience across venture capital, private equity, institutional investing, and corporate growth, including overseeing multi-billion-dollar investment programs and leading major corporate transformations. Until his retirement in 2025, Mr. Carter served as a Principal with the Private Markets group at GCM Grosvenor, an asset management firm with over $75 billion […]

Dr. Lev Borodovsky is an investment professional with over 30 years of experience covering private equity, risk management and operations. Dr. Borodovsky was a founding team member, Chief Risk Officer and Managing Director of the GSO / Blackstone platform, one of the most successful global credit and loan investing platforms ($30 billion of assets in […]

Christian Scott is a cybersecurity executive and technologist with over 20 years of hands-on experience building cybersecurity programs and providing cyber advisory services to some of the world’s most regulated and risk-sensitive institutions. Over his career, he has helped deliver thousands of cybersecurity engagements and services across a number of international banks, global insurance companies, asset […]

William J. Kelly brings more than four decades of executive leadership experience across asset management, financial governance, and professional education within the alternative investment industry. Mr. Kelly is the Founder and Managing Member of Educational Alpha, LLC, where he writes, speaks, and podcasts on topics focused on investor education, transparency, and democratized access to differentiated […]

Across her 40+ year career, Sara Mathew has over 20 years of C-Suite and Board level leadership and management experience in financial services, technology, consumer products and other industries. Ms. Mathew spent 12 years at Dun & Bradstreet (NYSE: DNB), most recently as Chair & CEO.  She joined Dun & Bradstreet in 2001 as its […]

Shawn Bookin has ~35 years of institutional investing experience spanning private credit, distressed debt, leveraged finance, private / public equity, and investment banking, as well as in government service as a Senior Investment Director for the Australian Trade Commission. Mr. Bookin retired from Guggenheim Partners ($300 billion AUM) after a decade as a Managing Director […]

Marc Brookman. has over 35 years of asset management, wealth management and financial services leadership experience. Mr. Brookman has extensive senior leadership experience at leading financial institutions, including as CEO of North America at Schroders, a 215-year-old London Stock Exchange listed global asset management firm with approximately $950 billion in assets, including $250 billion in […]