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.

Mr. Kevin Okimoto is the Head of the Investment Management Group of Sterling Stamos and is responsible for developing and managing the firm's relationships with its investors. Before joining Sterling Stamos, he was a financial professional at Robertson Stephens, an investment bank, where his responsibilities included facilitating stock distributions on behalf of venture capital funds to general and limited partners. Prior to joining Robertson Stephens, Mr. Okimoto was a Business Analyst and Manager at MDvista, an Internet healthcare company.

Mr. Okimoto earned a BS from Santa Clara University.

Mr. Ashok Chachra is the Chief Investment Strategist and head of Absolute Return funds for Sterling Stamos. He is responsible for portfolio manager sourcing, due diligence, risk management, and ongoing portfolio monitoring. Prior to joining Sterling Stamos, he was a Senior Business Analyst with McKinsey & Company, focusing on assignments in the financial services and healthcare industry sectors.

Mr. Chachra earned a BS (with Honors) from Carnegie Mellon University.

Professor Daniel I. Okimoto is the Chairman of the Sterling Stamos Global Institute and Asia Strategy Group, as well as a Partner at Sterling Stamos. He is Professor Emeritus of political science, Senior Fellow of the Institute for International Studies, and Director Emeritus and Co-Founder of the Asia/Pacific Research Center at Stanford University. During his 30 years at Stanford, Professor Okimoto played a central role in establishing several interdisciplinary programs and research institutions, including the Stanford Institute for International Studies, the East Asian Studies Program, the Shorenstein Forum on Asia Pacific Studies, the Asia/Pacific Scholars Program, and the Stanford Center in Japan. He has taught at the Stockholm School of Economics and the International Research Center in Japanese Studies in Kyoto, Japan. Professor Okimoto co-founded the Asia/Pacific Research Center, a leading center for scholarly research, public policy, and policy outreach. He has been Vice-Chairman of the Japan Committee of the National Research Council at the National Academy of Sciences and a member of the Advisory Council of the Department of Politics at Princeton University. In 2004, he received the Japanese Foreign Minister’s Commendation in recognition of his contributions to US-Japan relations during the 150th year celebration of bilateral relations. In 2007, he was awarded the Order of the Rising Sun with Goldray Neck Ribbon by the Japanese government, the highest honor that can be conferred on a non-Japanese. Professor Okimoto serves on several Advisory Boards and Boards of Directors, including the Development Bank of Japan, the Queen Lili’uokalani Trust, and the San Diego Padres.

Professor Okimoto earned a BA from Princeton University, received an MA from Harvard University, and earned a PhD (Political Science) from the University of Michigan. He is the author and editor of numerous books and articles, including Between MITI and the Market: Japanese Industrial Policy for High Technology and co-editor, The Political Economy of Japan and Competitive Edge: The Semiconductor Industry in the U.S. and Japan.

Mr. Kevin M. Barcelona is the CFO of Sterling Stamos. Mr. Barcelona is responsible for fund operations, finance, and accounting. Prior to joining Sterling Stamos, he was a Partner with Rothstein Kass and RK Consulting, where he provided accounting, tax, and consulting services to investment partnerships including fund of funds, private equity funds, and offshore funds.

Mr. Barcelona received a BBA from Hofstra University and an MS from Seton Hall University. He is a Certified Public Accountant and is a member of the New Jersey Society of CPAs (NJSCPA) and the American Institute of CPAs (AICPA).

Mr. Jared A. Kanover is the General Counsel and Chief Compliance Officer of Sterling Stamos. Prior to joining Sterling Stamos, he was an Associate with Schulte Roth & Zabel LLP in their Investment Management group. Before joining Schulte Roth & Zabel LLP, Mr. Kanover was an Associate with Dewey Ballantine LLP in their Private Equity, Venture Capital, Investment Management group.

Mr. Kanover received a BS from Cornell University. He received 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.

Ms. Victoria Bailey is a Managing Director in the Investment Management Group of Sterling Stamos. Ms. Bailey is responsible for developing and managing the firm’s relationships with its investment partners on the West Coast. Before joining Sterling Stamos, Ms. Bailey was a Private Wealth Advisor at Goldman Sachs, advising high net worth individuals and families with asset allocation and trust and estate planning. Prior to Goldman Sachs, she worked at Morgan Stanley on the Institutional Sales Team, selling both Investment Grade Credit and Credit Derivative products.

Ms. Bailey holds a BA from Princeton University.

Mr. Steven Boyd is a Managing Director of Fixed Income for Sterling Stamos, focused on portfolio management, trading, and research of tax-exempt high-net-worth individual accounts. Prior to Sterling Stamos, Mr. Boyd worked on the Fixed Income desk of Private Banking at Deutsche Bank, where he was responsible for the management and trading of tax-exempt high-net-worth individual accounts. He was also a member of the Private Bank’s Fixed Income Strategy Group and jointly responsible for short-term structured credit analysis and long-term municipal research. Before Deutsche Bank, Mr. Boyd held positions in the Public Finance Division at UBS and the Municipal Research Department at ABN Amro Securities.

Mr. Boyd received a BS from State University of New York at New Paltz. He earned an MBA from University of Albany and is a CFA charter holder.

Mr. Robert Goodman is a Managing Director and the Global Head of Private Equity for Sterling Stamos.  He is responsible for the management, fundraising, operating, and investment activities for the firm’s private equity platform.  Prior to joining Sterling Stamos, Mr. Goodman was a Vice Chairman and a member of the Global Operating Committee of Deutsche Asset Management.  Previously, he was an investment banker and private equity investor, primarily at Goldman Sachs and Lazard Freres.  Mr. Goodman was also a Principal of McKinsey and Company, where he co-led the European Financial Institutions Practice.

Mr. Goodman earned a BA (Phi Beta Kappa) from Swarthmore College. He also received an MA from Harvard University and a JD from Harvard Law School, where he was an Editor of the Harvard Law Review.

Ms. Deanna Ho 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. Ho 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. Ho 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. Ho 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 Managing Director of Risk Management at Sterling Stamos. 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 and 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 the Endowment Funds for 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 of the Investment Management Group and Operations.  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 Investment Management Group of Sterling Stamos. 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.

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.

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