Senior Team Members
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.
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.
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.
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, and Spanish.
He received a BA from Yale University and an MBA from Harvard Business School.
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
He 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. 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.
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.
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 includes 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
Board of Economic Advisors
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.
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.