Senior Team Members
Stamos is the Chief Executive Officer and Chairman of the Investment
Committee of Stamos Capital. Prior to founding Stamos Capital, he 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, he 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.
He 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. He received a JD from Harvard Law School with Honors and a doctorate from Oxford University,
where he was a Rhodes Scholar.
Jared Kanover is a Senior Partner and the General Counsel, Chief
Operating Officer and Chief Compliance Officer of Stamos Capital. He is a
voting member on the Investment Committee representing the Operational Due
Diligence Team. He is generally responsible for overseeing Stamos Capital's
operations including legal and compliance, human resources, finance and
accounting, operational due diligence, fund administration and partner
relations for all pooled investment vehicles. Prior to joining Stamos Capital
in 2005, he worked with Schulte, Roth & Zabel LLP in their Investment
Management Group. Prior to Schulte, Roth & Zabel LLP, he was a member of
the Private Equity, Venture Capital, and Investment Management Group at Dewey
Ballantine LLP. He began his career in the corporate department of Cadwalader,
Wickersham & Taft LLP.
He received a BS in Consumer Economics/Policy Analysis and Management 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.
Jeff Soukup is a Senior Partner and the Head of Partner Relations for
the Managed Account Platform at Stamos Capital. Prior to joining Stamos Capital
in 2008, he 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.
He received a BA, graduating with distinction and Phi Beta Kappa, and an MA in
International Policy Studies, both from Stanford University. He 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.
Bong-Seok Choi is a Partner and the Head of the Endowment Solutions
Group at Stamos Capital. Prior to joining Stamos Capital in 2008, he 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. He
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). He is conversational in Japanese, Korean,
He received a BA from Yale University and an MBA from Harvard Business School.
Ed Hannon is a Partner at Stamos Capital. Prior to joining Stamos
Capital in 2010, he 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, he 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. He began his
career as a financial consultant at Merrill Lynch and is fluent in Japanese.
He received a BS from Pennsylvania State University and is a CFA Charterholder.
Josh Shapiro is a Partner and the Head of Portfolio Construction &
Risk Management at Stamos Capital. He is responsible for portfolio risk
management for Stamos Capital. Prior to joining Stamos Capital in 2010, he 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, he 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. He
began his career as a faculty member at Yale University.
He 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 Honors.
Kristina Brenner is a Managing Director on the Finance Team at Stamos
Capital. Prior to joining Stamos Capital in 2004, she was a Manager with
International Fund Services, a hedge fund administrator, where she worked with
hedge funds and hedge fund of funds.
She received a BS from Boston University.
Carolyn Choi is a Managing Director on the Private Capital Team at
Stamos Capital. She is responsible for managing 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, she 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, she was a Vice President at DFJ
ePlanet Ventures, DFJ's first global information technology/life sciences
venture capital fund. Her previous experience also include roles at Salomon
Smith Barney, Deutsche Banc, Alex Brown, The Yankee Group, and the Ministry of
Environment of the Republic of Korea. She is fluent in Korean and conversant in
Mandarin and Spanish.
She received a BA and an MA from the University of Pennsylvania and a Master of
Arts in Law and Diplomacy from The Fletcher School at Tufts University where
she was a Woodrow Wilson Fellow.
Kim De Lora is a Managing Director on the Finance Team at Stamos
Capital. Prior to joining Stamos Capital in 2014, she was a Global Finance
Controller with Makena Capital Management, where she oversaw the financial
operations of Makena’s flagship endowment fund and its private equity funds.
Prior to Makena, she was a Director on the Finance Team at Stamos Capital.
Previously, she was a Vice President and Controller at C.M. Capital
Corporation, an investor in real estate and private equity funds. Prior to C.M.
Capital, she was a Vice President of Finance at Spieker Properties, Inc., a
formerly publicly traded REIT.
She received a BA in Business and Administration, Accounting and Information
Systems Management Options from California State University, East Bay and is a
Certified Public Accountant.
Board of Economic Advisors
Myron Scholes is the
Chairman of the Stamos Capital Board of Economic Advisers and a Senior Adviser
at 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. He 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 he 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.
Michael Chisek is a Member of the Stamos Capital Board of Economic
Advisers and a Senior Adviser at Stamos Capital. Previously, he served as the
Chief Investment Officer at Stamos Capital and prior to that, he 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, he 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. He 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.
He 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.