is a Co-Managing Partner and the Chairman and Chief Executive
Officer of Stamos Capital. Prior to founding Stamos Capital, Peter was the
CEO of SAI (a Perot Systems company), a Management Consultant with Booz Allen
& Hamilton and McKinsey & Company, and Chief of Staff and Chief
Economist for U.S. Senator Bill Bradley. Prior to that, Peter taught Economics
at Harvard University, where he received the Allyn Young Award for Teaching
Excellence. He currently serves as the Chair of the Investment Advisory Board
for Major League Baseball and served as founding Chairman of the Investment
Committee for the Board of Stanford University
Hospital and Clinics.
Peter received a BA in
Economics and Political Science from Stanford University, where he was a Truman
Scholar, received the J.E. Wallace Sterling Award, and graduated Phi Beta Kappa
with Honors and Distinction. Peter received a JD from Harvard Law School with
Honors and a doctorate from Oxford University, where he was a Rhodes Scholar.
is a Co-Managing
Partner and the Chief Investment Officer of Stamos Capital. Michael leads our
investment team, overseeing fixed income, absolute return, public equity,
private equity, and real assets and oversees the day-to-day operations of our
absolute return and public equity funds. Prior to joining the firm, Michael had
over 25 years of experience as an investor and strategist and was a Co-Managing
Partner and Managing Director of D.C. Capital, a New York-based hedge fund that
invests in a wide range of public equities, primarily focusing on domestic
industries. Prior to that, Michael was a Partner at McKinsey & Co., where
he developed operating plans and programs that addressed changes in company and
market conditions in a variety of industries, including automobiles, chemicals,
and telecommunications. Michael also spent six years as a U.S. Foreign Service
Officer, both overseas and in Washington and has served on the board of the
Washington National Opera and the Washington International School.
Michael received a BA
with High Honors from the University of Illinois and an MBA from Harvard
Business School where he was a Baker Scholar and a Ford Scholar as the top
graduate for 1981.
Board of Economic Advisors
is the Chairman of the Board of Economic
Advisors of Stamos Capital. He is the Frank E. Buck Professor of Finance
Emeritus, at the Stanford Graduate School of Business since 1995, Nobel laureate
in economic sciences, and co-originator of the
Black-Scholes options pricing model. He was awarded the Nobel Prize in 1997 for
his new method of determining the value of derivatives. Myron currently is an
outside director for Dimensional Fund Advisors Mutual Funds, the Board of
Managers of Cutwater Asset Management, and an outside director for
American Century Mutual Funds (Mountain View). He was
Chairman of Platinum Grove Asset Management from 1999 to 2009, a Principal and
Limited Partner at Long-Term Capital Management, L.P. from 1994 to 1998, and a
Managing Director at Salomon Brothers from 1991 to 1993. Other positions Myron
has held include the Edward Eagle Brown Professor
of Finance and Director of the Center for Research in Security Prices at the
University of Chicago, Senior Research Fellow at the Hoover Institution, and
Professor of Finance at MIT’s Sloan School of Management.
Senior Team Members
is a Senior Partner and the General Counsel and Chief
Compliance Officer of Stamos Capital. Jared is responsible for overseeing the
firm’s day-to-day legal and compliance operations. Prior to joining Stamos Capital
in 2005, Jared worked as an Associate with Schulte, Roth & Zabel LLP in
their Investment Management Group. Jared began his career at Dewey Ballantine LLP,
where he was an Associate within their Private Equity, Venture Capital, and
Investment Management Group.
Jared received a BS from Cornell University and a JD from the New York University
School of Law, where he was awarded a full-tuition academic Dean’s Scholarship.
He is a member of the Professional Advisory Board of the New York University School
of Law’s Journal of Law and Business and a member of the New York State Bar Association.
is a Senior Partner at Stamos Capital. Prior to joining Stamos
Capital in 2008, Jeff was President, Chief Operating Officer, and Chief Financial Officer
of a public media and entertainment company where he led the company’s initial public
offering. He collectively has over two decades of experience with previous positions
including serving as California Co-Chair and an economic advisor for a major presidential
campaign, co-founder of SAI, venture capitalist with GE Equity and H&Q Technology Partners,
strategy consultant with Booz Allen & Hamilton, associate with Kirkland & Ellis, and
Legislative Counsel and chief economic advisor for Senator Bill Bradley.
Jeff received a BA, where he graduated with distinction and Phi Beta Kappa, and an MA
in International Policy Studies from Stanford University. Jeff also received an MBA
with a concentration in finance and a JD with honors from the University of Chicago,
where he was a member of the University of Chicago Law Review.
is a Partner and the Head of the Endowment Solutions Group at Stamos Capital.
Prior to joining Stamos Capital in 2008, Bong worked at Wellington Management,
where he was responsible for fundamental research on the Asian property sector
for long/short and long-only portfolios. Before his role at Wellington, Bong
was an Associate at Capricorn Management, a multi-billion dollar family office,
where he was responsible for sourcing, evaluating, and executing global direct
and manager investments across all asset classes. Bong also served as an
Associate at Orion Partners, a growth capital and buyout firm. He began his
career as a mergers and acquisitions analyst at The Bridgeford
Group, a wholly-owned subsidiary of the Industrial Bank of Japan (later merged
with The Beacon Group). Bong is conversational in Japanese, Korean, and
Bong received a BA from Yale University and
an MBA from Harvard Business School.
is a Partner and Head of the Operational Due Diligence team at Stamos Capital.
Prior to joining Stamos Capital in 2010, Ed was the Head of Alternative Assets Risk Management
at RBC Capital Markets, where he managed qualitative and operational due diligence reviews of
hedge funds, and evaluated and managed hedge fund portfolio risk. Prior to that, Ed was the
Global Head of Hedge Fund Investment Due Diligence at Merrill Lynch. He has held a number of
other investment management and trading roles in the U.S. and Japan, including serving as the
Head of Fixed Income Trading at Bank of Nova Scotia Capital Markets (Tokyo) and as a portfolio
manager at Nomura Securities where he oversaw a $3.7 billion managed account fund of funds
portfolio as well as four U.S. treasury bond funds. Ed began his career as a financial consultant
at Merrill Lynch and is fluent in Japanese.
Ed received a BS from Pennsylvania State University and is a CFA Charterholder.
is a Partner and the Head of Portfolio Construction & Risk Management
at Stamos Capital. Josh is responsible for portfolio risk management for all Stamos Capital
funds. Prior to joining Stamos Capital, Josh was a Principal in the Global Principal Investments
Division of Merrill Lynch, where he was responsible for managing the investment strategy, due
diligence, and risk management efforts of a multi-billion dollar portfolio of hedge fund
investments. During his tenure at Merrill Lynch, Josh also served as the Head of Strategy
and Business Development in the Hedge Fund Group, where he focused on strategic transactions
in the hedge fund space, and as a Director of Merrill Lynch Investment Managers, where he
developed strategy and launched new alternative investment products. Before joining Merrill
Lynch, he worked throughout Asia for six years as an Engagement Manager in the Financial
Institutions Group at McKinsey & Company and at Pricewaterhouse Coopers. Josh began his career
as a faculty member at Yale University.
Josh received a BA from Wesleyan University, where he graduated Phi Beta Kappa, and a PhD
from Yale University, where he received an Andrew W. Mellon Fellowship and graduated with
is a Managing Director on the Finance team at Stamos Capital. Kristina is
responsible for overseeing the day-to-day operations of the Finance team which
includes managing the firm’s investment fund accounting and reporting. Prior to
joining Stamos Capital in 2004, Kristina was a Manager with International Fund
Services, a hedge fund administrator, where she worked with hedge funds and
hedge fund of funds.
Kristina received a BS from Boston University.
is a Managing Director on the Private Capital team at Stamos Capital.
Carolyn is responsible for managing the Firm’s investments in venture capital, growth equity,
and buyouts on a global basis with a primary focus on emerging markets and domestic middle market
opportunities as well as fund operating and fundraising activities. Prior to joining Stamos
Capital in 2008, Carolyn was a Vice President at Banc of America Capital Access Funds, a fund of
funds focused on underserved markets in the U.S. Prior to that, Carolyn was a Vice President at
DFJ ePlanet Ventures, DFJ's first global information technology/life sciences venture capital fund.
Carolyn’s previous experience also includes roles at Salomon Smith Barney, Deutsche Banc, Alex
Brown, The Yankee Group, and the Ministry of Environment of the Republic of Korea. Carolyn is
fluent in Korean and conversant in Mandarin and Spanish.
Carolyn received a BA and an MA from the University of Pennsylvania. Carolyn also received a Master of
Arts in Law and Diplomacy from The Fletcher School at Tufts University where she was a Woodrow Wilson Fellow.