Mr. Peter S. Stamos is the founder, Chairman, and CEO of Sterling Stamos Capital Management, L.P.

Prior to founding Sterling Stamos, Mr. Stamos 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 US Senator Bill Bradley. Mr. Stamos also taught Economics at Harvard University, where he received the Allyn Young Award for Teaching Excellence.

Mr. Stamos currently serves as the Chair of the Investment Advisory Board for Major League Baseball and Chairman of the Investment Committee for the Board of Stanford University Hospital and Clinics.

Mr. Stamos earned 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. Mr. Stamos holds a JD from Harvard Law School with Honors and a doctorate from Oxford University, where he was a Rhodes Scholar.

Ms. Carolyn Choi is a Managing Director of Private Equity.  Ms. Choi is responsible for sourcing, analyzing, and monitoring global investments in venture capital, growth equity and private equity, with a particular emphasis on Asian venture capital and growth equity investments.  Prior to joining Sterling Stamos, Ms. Choi was a Vice President at Banc of America Capital Access Funds, a fund of funds focused on underserved markets in the US.  In her role as Vice President, Ms. Choi also led the fund’s marketing and business development efforts.  Before her work at Banc of America Capital Access Funds, she served as Vice President at DFJ ePlanet Ventures, DFJ's first global information technology/life sciences venture capital fund.  DFJ ePlanet Ventures ranks among China’s best venture capital funds, with investments such as Baidu, KongZhong and Skype.  Ms. Choi’s previous experience also includes roles at Salomon Smith Barney and Deutsche Banc Alex Brown, global wireless technology research at The Yankee Group, and serving as a staffer at the Ministry of Environment of the Republic of Korea.

Ms. Choi received a BA and an MA from the University of Pennsylvania.  Ms. Choi earned an MALD from The Fletcher School of Law and Diplomacy at Tufts University where she was a Woodrow Wilson Fellow.

Mr. Daley earned his BA (with Honors and Distinction and Phi Beta Kappa) from Stanford University where he received the Thomas E. Weter Award for the Outstanding Senior Honors Thesis in History.  He also received a JD from Stanford Law School. 

Ms. Deanna Ho Montgomery is a Managing Director of Real Assets at Sterling Stamos, where she is responsible for fundraising, operating, and investment activities.  Her previous positions include Senior Manager at Deloitte & Touche LLP, as part of the restructuring advisory group where she advised companies in Chapter 11 as well as out-of-court restructurings, and Vice President at J.P. Morgan Securities, Inc.  At J.P. Morgan, she invested in early stage financial technology companies and served as head of the committee responsible for sourcing and screening deal flow.  Also at J.P. Morgan, Ms. Montgomery raised capital for venture and growth stage companies, as well as private equity funds.  Prior to that role, she was based in Hong Kong in the Equity Capital Markets Group, where she raised public equity and equity-linked securities for Asia-based companies from a global investor base.  Before joining J.P. Morgan, Ms. Montgomery worked in the Telecom, Media & Technology Investment Banking Group at Merrill Lynch & Co. where she focused primarily on executing equity underwritings and mergers and acquisitions transactions.  She began her career with Chemical Bank, where she worked in the Metals and Mining Group and completed the credit training program.

Ms. Montgomery holds a BS degree from Cornell University.

Mr. David G. Hood is a Managing Director of Real Assets at Sterling Stamos, where he is responsible for management and oversight of the firm’s real assets investment platform.  Prior to joining Sterling Stamos, Mr. Hood was an investment partner with Seagate Properties, a Bay Area real estate investor.  Previously, Mr. Hood was with Carmel Partners as a Principal, primarily responsible for capital formation and investor relations, where he successfully helped launch and raise a $215 million institutional real estate fund.  Prior to his tenure at Carmel, Mr. Hood co-founded Rosenberg Hood Ventures (“RHV”), a San Francisco-based commercial real estate investment entity that acquired and developed over 750,000 square feet of San Francisco office/parking complexes.  Previously, Mr. Hood was a partner at Lone Star Opportunity Fund, where he helped in the company’s fundraising, acquisition, financing and asset management, of over $1 billion in real estate assets.  Mr. Hood was also an original member of Lone Star Opportunity Fund’s predecessor company, Brazos Fund, a Robert M. Bass sponsored investment entity that, together with its related entities, acquired over $3 billion in real estate assets.  Mr. Hood has also worked as a Partner at several real estate development companies including Trammell Crow, Hillman Properties and Barker Interests.  In addition to being a Trustee of Sunny Hills Children’s Garden and Marin Primary & Middle School, Mr. Hood also serves on the Advisory Committee of the City of Hope and Omega Boys Club.

Mr. Hood holds a BA from Stanford University and an MBA from Harvard Business School.

Mr. Michael Kastner is a Managing Director of Fixed Income and Head of Risk Management of Sterling Stamos. Mr. Kastner has 20 years of investment management experience and is responsible for management and oversight of the firm’s fixed income platform. Previously, Mr. Kastner spent seven years with Deutsche Bank, New York as Head of Taxable Fixed Income Portfolio Management and an Investment Policy Committee Member. While in those roles, he actively managed approximately $10 billion in assets and chaired the Fixed Income Strategy Group. He was also Director of Fixed Income and Foreign Exchange, Americas Region at NatWest-Coutts & Co. Mr. Kastner’s previous experience also includes positions with Société Générale and Chicago Research and Trading. He has been recognized for his work by leading industry publications and is a published author of several articles on fixed income management technique. Mr. Kastner is frequently quoted in leading financial publications, including the Wall Street Journal and the Financial Times and has appeared on CNBC and Bloomberg Television and Radio.

Mr. Kastner earned a BA from Towson University and an MBA from George Washington University. He is a Chartered Financial Analyst, member of the Socially Responsible Investing committee of the New York Society of Security Analysts, and a former member of the Educational Advisory Board of the International Securities Market Association, London.

Mr. Rohit Kumar is the Chief Risk Officer.  He is responsible for portfolio risk management and due diligence efforts for all the Sterling Stamos funds.   His previous experience includes rating and criteria development & research in the Residential Mortgage Backed Securities group at Standard & Poor’s, Analytical Fixed Income Division of Citigroup, distressed debt research with Professor Edward I. Altman at the Salomon Center at New York University, distressed debt restructuring in India, and business development and operations management in the IT consulting industry in California.

Mr. Kumar received his undergraduate degree from Institute of Technology at Banaras Hindu University and a degree from Xavier Institute of Management.  He received his MBA from New York University Stern School of Business and is currently a CFA charter holder. 

Mr. John Lee is the Managing Director of Asset Allocation at Sterling Stamos.  Before joining Sterling Stamos, Mr. Lee was a Department Head at Visa USA, leading strategy and operations for their Authentication and Authorizations Technology Services group.  He also spent six years at Charles Schwab, managing a team in the company’s Electronic Brokerage Technology Enterprise.  His experience also includes stints at several Silicon Valley startup ventures, including Guru.com. 

Mr. Lee received a BA from Stanford University.

Mr. Makoto Meguro¹ is the Managing Director of Sterling Stamos – Japan Investment Management. He is responsible for developing and managing the firm’s relationships with its Japanese investment partners. Mr. Meguro has more than 20 years of experience in the investment industry. Before joining Sterling Stamos, he worked at Ueda Yagi Tanshi Co., Ltd., where he led the team that established an alternative investment distribution platform that raised over $2 billion, created a global infrastructure to source hedge fund managers, and cultivated a national institutional investor base. Previously, he was a Vice President at Lehman Brothers in Tokyo with the Structured Products team and spent nine years as a relationship manager specializing in derivative structured products at Salomon Brothers in Tokyo and Hong Kong.

Mr. Jeff Soukup is a Managing Director and Chief Operating Officer, Investments.  Prior to joining Sterling Stamos, Mr. Soukup served as California Co-Chair and an economic and clean technology policy advisor for Senator John Edwards’ presidential campaign.  Previously, Mr. Soukup was President, Chief Operating Officer, and Chief Financial Officer at PlanetOut Inc., where, among other activities, he led the company’s successful financial turnaround and initial public offering.  Mr. Soukup was also a co-founder of Stamos Associates Inc., a venture capitalist with GE Equity and H&Q Technology Partners, a strategy consultant with Booz-Allen & Hamilton, an attorney with Kirkland & Ellis, and Senator Bill Bradley’s Legislative Counsel and Economic Advisor.  Mr. Soukup is currently a member of Senator Barack Obama’s National Finance Committee.

Mr. Soukup received a BA (with distinction and Phi Beta Kappa) and an MA from Stanford University. He also received an MBA and JD (with Honors) from the University of Chicago, where he was a member of the University of Chicago Law Review.

Mr. Rick Stockton is a Managing Director in the Operations Group at Sterling Stamos, focusing on client management.  Mr. Stockton is responsible for developing and managing the firm’s relationships with its investment partners on the East Coast and also manages the East Coast Partner Relations team. Before joining Sterling Stamos, Mr. Stockton was a relationship manager in the Private Wealth Management division at Deutsche Bank for approximately eight years, working with high-net-worth investors and select institutions to provide customized wealth management services. Previously, he worked for the Private Banking division of Union Bank of Switzerland. He began his career with the Abernathy MacGregor Group, an investor relations firm in Manhattan.

Mr. Stockton received a BA from Trinity College.

Ms. Joanna Strober is the Managing Director of Private Equity for Sterling Stamos, where she is responsible for fundraising, operating, and investment activities for the firm’s private equity funds of funds. Ms. Strober has spent more than 12 years making direct investments in private equity and venture capital. Before joining Sterling Stamos, she was Managing Director at Symphony Technology Group, a technology buyout fund with an emphasis on software and software services, including overseas outsourcing opportunities. She was previously a General Partner at Bessemer Venture Partners, where she invested in software and internet companies. Ms. Strober’s investments include BlueNile (Nasdaq: NILE), Flycast (Nasdaq: FCST, sold to CMGI), HotJobs (Nasdaq: HOTJ, sold to Monster), eToys (Nasdaq: ETYS), and Gloss.com (sold to Estee Lauder). She remains on the Board of Directors of BlueNile where she is a member of the Compensation and Corporate Governance Committees.

Ms. Strober earned a BA from University of Pennsylvania (Phi Beta Kappa) and a JD from the University of California at Los Angeles.

Mr. Mark Thompson is a Managing Director at Sterling Stamos, focusing on Managed Accounts. Before joining Sterling Stamos, he was an investment advisor with Changing Parameters, a money management firm in Menlo Park, where his responsibilities included investment model development and trading.  Before joining Changing Parameters, he was an investment advisor with UBS in San Diego.

Mr. Thompson earned a BA from Stanford University.

Ms. Cathy Tse is a Managing Director on the Investment Team of Sterling Stamos, with primary responsibility for managing the firm’s investments in equities, including global long-short, activist, and long biased equity strategies. In addition to portfolio management responsibilities, she is also responsible for the day-to-day management of the team. Prior to working with Sterling Stamos, Ms. Tse spent nearly five years as an institutional trader in the International Equities Division of Merrill Lynch in New York. Her previous experience includes positions with the Equity Derivatives Controllers Group at Goldman Sachs and the Financial Institutions Group at Arthur Andersen.

Ms. Tse earned an undergraduate degree from New York University. She received an MBA from The Wharton School at University of Pennsylvania.

Mr. Shawn Wells is a Managing Director in the Office of the General Counsel.  Prior to joining Sterling Stamos, Mr. Wells was General Counsel of the Hedge Fund Group at Merrill Lynch, where he focused on the structuring and distribution of hedge funds and hedge fund related products worldwide.  Prior to Merrill Lynch, he served as Chief Counsel of Franklin Templeton Investments’ International and Alternative Strategies Divisions.  Mr. Wells has also held roles at HW Partners/Unity Hunt in Dallas, Texas, Maverick Capital, Ltd., Jackson & Walker, LLP, and Arthur Andersen & Company. 

Mr. Wells received a BBA from the University of Texas at Austin and JD from Southern Methodist University School of Law where he was a member of the SMU Law Review.  He is a Certified Public Accountant and member of the State Bar of Texas.

Ms. Hsian Winter is a Managing Director at Sterling Stamos, focusing on Managed Accounts.  Before joining Sterling Stamos, Ms. Winter worked at Piper Jaffray in the Convertible Securities Origination & Restructuring group where she focused on convertible new issues, public and private exchange offers, and structured equity hedge transactions.  Her previous experience also includes operating experience as a Director of Finance at MyPublisher, private equity with TA Associates and Arena Capital Partners, mergers and acquisitions with Lazard Freres and fixed Income with Goldman Sachs.
 
Ms. Winter earned a BS from Stanford University.

Ms. Janice Yu is a Managing Director of Absolute Return, specializing in credit-related strategies, including loan origination, distressed, and structured credit.  Within her area of focus, she is responsible for sourcing new managers, performing investment due diligence, and monitoring existing investments on a global basis.  Before joining Sterling Stamos, Ms. Yu was with the Corporate Sale and Divestiture group at Banc of America Securities, where she was responsible for executing middle market company sales to both strategic and financial sponsors.  Prior to Banc of America, Ms. Yu was with Citigroup in the Mergers and Acquisitions, Financial Entrepreneurs, and Asset Based Finance groups.

Ms. Yu received a BS from The Wharton School at the University of Pennsylvania.

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