GIS Annual Investor Series

March 26th, 2022 


Howard Marks

Co-Founder, Oaktree Capital Management

Howard Marks is the Co-Chairman & Co-Founder of Oaktree Capital Management, a global asset management firm specializing in alternative investment strategies with $158 billion assets under management. Their strategies include credit, private equity, real assets, and listed equities. He is also a prolific writer, most famous for his investment memos and bestselling books The Most Important Thing and Mastering the Market Cycle. He graduated from the Wharton School of the University of Pennsylvania with a major in finance and an MBA in accounting and marketing from the Booth School of Business of the University of Chicago.

Opening Keynote

10 AM PT


David Rubenstein

Co-Founder, The Carlyle Group

David M. Rubenstein is Co-Founder and Co-Chairman of The Carlyle Group, one of the world’s largest and most successful private investment firms with $301 billion in assets under management. Mr. Rubenstein is Chairman of the Boards of the John F. Kennedy Center for the Performing Arts, the Council on Foreign Relations, and the National Gallery of Art. He is a Fellow of the Harvard Corporation and the past Chairman of the Boards of Duke University and the Smithsonian Institution. He is a leader in the area of patriotic philanthropy, an author of multiple best-sellers, and host of The David Rubenstein Show and Bloomberg Wealth with David Rubenstein. Mr. Rubenstein graduated magna cum laude from Duke University. Following Duke, Mr. Rubenstein graduated from the University of Chicago Law School.

11 AM PT

Private Equity Fireside Chat


Gabe Plotkin

Founder, Melvin Capital Management

Gabriel Plotkin is the founder of Melvin Capital, an American hedge fund. Prior to founding Melvin Capital in 2014, Mr. Plotkin worked at Sigma Capital, a division of SAC Capital, as a portfolio manager. He graduated from Northwestern University with a bachelor’s degree in Economics.

12 PM PT

Public Equities Fireside Chat


Lee Ainslie

Founder, Maverick Capital Management

Lee Ainslie is an American value investor and hedge fund manager who founded Maverick Capital in 1993. Maverick Capital currently operates 17 private funds with over $16 billion in total assets under management. Previously, Ainslie worked at Julian Robertson’s Tiger Management starting Maverick at the age of 28. Outside of that, Mr. Ainslie serves on the boards of the Robin Hood Foundation, the Partnership for New York City, the Economic Club of New York, the New York-Presbyterian Hospital, and the Episcopal High School in Alexandria, Virginia. Ainslie received a B.S. in Systems Engineering from the University of Virginia and an M.B.A. from the University of North Carolina. 


Public Equities Fireside Chat


Julie Bell

COO, Emergence Capital Management

Julie Bell is the Chief Operating Officer (COO) at Emergence Capital, bringing over two decades of experience in operating businesses and developing high-performing cultures. From starting from scratch with her family as a political refugee to graduating from Harvard Business School, Ms. Bell believes that with focus, hard work, and a strong community, anything is possible. Ms. Bell launched her career at Bain and Company 24 years ago, where she first learned how to grow and scale businesses as a strategic consultant. Most recently, she served as Bain Bay Area’s EVP of People and Operations, a role she held for the last four years. She graduated from the UC Berkeley Haas School of Business with a B.S. in General Management and Harvard Business School with an MBA in Business.


Growth Equity Fireside Chat


A.J. Rohde

Senior Partner, Thoma Bravo

A.J. Rohde is a Senior Partner at Thoma Bravo, a technology-focused private equity firm with over $70 billion assets under management. Mr. Rohde is responsible for managing the firm's Discover funds, which focus on investing in mid-sized and smaller software and technology companies. Named one of GrowthCap's Top 25 Software Investors, Mr. Rohde serves on the Board of Directors of the Marin General Hospital Foundation and is a member of the Booth Polsky Private Equity Council at the University of Chicago Booth School of Business. Mr. Rohde earned his B.A. degree in Economics from Villanova University and his MBA from the University of Chicago.


Growth Equity Fireside Chat