txtBiosPublic.html
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.
Back to Top