The Toigo Foundation is proud to introduce our newest leadership

council—a prestigious group of industry leaders who demonstrate

through their organizational leadership, advocacy or philanthropy,

how to influence change without compromise and through their work,

promote unquestionable values of inclusivity. Their participation is

also an expression of their belief in the work of the Toigo Foundation

underscoring the imperative for continuous innovation and creation

of mechanisms which open doors for opportunity, access, and

advancement.

We are honored to include the following individuals in the Council:

Ronald Burkle

Co-Founder and Managing Partner – The Yucaipa Companies

Russell L. Carson

Co-Founder and General Partner – Welsh, Carson, Anderson & Stowe

Ted Eliopoulos

Chief Investment Officer – California Public Employees’ Retirement System

Thomas Britton “Britt” Harris IV

Chief Investment Officer – Teacher Retirement System of Texas

Mellody Hobson

President – Ariel Investments, LLC

Victor MacFarlane

Chairman and Chief Executive Officer – MacFarlane Partner

John W. Rogers, Jr.

Chairman, CEO & Chief Investment Officer – Ariel Investments, LLC.

Scott M. Stringer

Comptroller – City of New York

We welcome you this evening to the Toigo

Foundation’s 14th annual Gala.

Our theme—It Starts With You—reflects our

encouragement of every individual we serve

from Toigo Fellows and Alumni, to senior leaders in the finance industry

to take part in closing the gap between the aspirations of talented young

professionals with dreams of success and the firms that seek to expand their

organizations with new generation talent. Help us make it happen. While

today that mission is being realized year over year through the growth of our

fellowship and the tremendous impact of our brilliant Alumni, the agenda for

change continues to evolve.

We all are here because we know that real change requires the personal

efforts of every individual in this room. We value your partnership in helping

to shape the future of leadership in finance.

Nancy A. Sims

President & CEO

WELCOME

We gratefully acknowledge the following firms and individuals for

your generous support of this evening’s celebration.

Angelo, Gordon & Co.

Ariel Investments

Astra Capital

The Blackstone Group

Bloomberg

Credit Suisse LLC

Guggenheim Partners

Providence Equity

Russell Reynolds Associates

Schroder Investment Management

Advent Capital Management, LLC

The Carlyle Group

Exelon Corporation

GCM Grosvenor

J.P. Morgan

KKR

MacFarlane Partners

Palladium Equity Partners, LLC

Wellington Management

Welsh, Carson, Anderson & Stowe

LEGACY SPONSORS

DIAMOND SPONSORSPLATINUM SPONSORS

RECEPTION SPONSOR

Kelly Williams | GCM Grosvenor

David Fann | TorreyCove Capital Partners

2015 GALA CO-CHAIRS

2015 SPONSORS

THANK YOU

The Abraaj Group

AllianceBernstein

ARDIAN

Artemis Real Estate Partners

Auldbrass Partners

BNY Mellon

CBRE Global Investors

Clarion Partners

Colony Capital | Colony Realty

Cornerstone Capital Management

Franklin Templeton Investments

Green Oak

Hamilton Lane

Landmark Partners

Macquarie Infrastructure & Real Assets

Morgan Stanley

PanAfrican Investment Company

Pension Consulting Alliance

PIMCO

Profit Investments

Prudential Investment Management

PwC

State Street Global Advisors

StepStone Group LP

Trust Company of the West

UCLA Anderson School of Management

Vicente Capital Partners

The Vistria Group

Abbott Capital Management, LLC

Apollo Global Management, LLC

Aristotle Capital Management | Aristotle

Credit Partners

AVP Advisors

Covenant Capital Group

Earnest Partners

Fairview Capital Partners

Guggenheim Partners

K1 Investment Management, LLC

Lincolnshire Management Inc.

Momentum Advisors

New York Life

Pharos Capital Group

RFE Investment Partners

RLJ Lodging Trust

T. Rowe Price

Top Tier Capital Partners

TorreyCove Capital Partners

Valor Equity Partners

Wells Fargo

Westbrook Partners

GOLD SPONSORS SILVER SPONSORS

Nikisha Alcindor (Goldman, Sachs & Co.)

Patricia Bartlett (The Resmark Companies)

Guillermo Bron (Pine Brook)

Mayree Clark (Eachwin Capital)

John Crumpler (Hatteras Venture Partners)

Alex Figueroa (Goldman, Sachs & Co.)

Brian Fitzgibbon (Fitzgibbon Toigo & Co. LLC)

Jon Frey (The Davis Companies)

Isaac Green (Piedmont Investment Advisors)

Eric Greenman – Assurant Asset Management

Russell Greig (Voya Investment Management)

Jeffrey Herrmann (The Resmark Companies)

Valerie King (Holland Capital Management)

Paul Koenig – Assurant Asset Management

Bonnie Pierce (New Century Advisors)

Frank Peone (Lord, Abbett & Co. LLC)

Jim Rutherford (Pine Brook)

Juan Sabater (Valor Equity Partners)

Terance Takyi (Piedmont Investment Advisors)

Jermaine Warren – ICV Partners

Jennifer Wu (Voya Investment Management)

We gratefully acknowledge the following firms and individuals for

your generous support of this evening’s celebration.

FOUNDER’S CIRCLE

PRESIDENT’S CIRCLE

DIRECTOR’S CIRCLE

Dale Burnett (Dartmouth Tuck ‘07)

Raudline Etienne (UC Berkeley Haas ’94)

Jarrod Fong (Chicago Booth ‘96)

Derek Lopez (Kellogg ‘05)

Mark Price (Harvard ’04)

Desiree Thomas (Wharton ‘99)

Nathaniel Robinson (Dartmouth Tuck ‘07)

Greg Shell (Harvard ‘01)

James Simmons (Kellogg ‘96)

2015 SPONSORS

THANK YOU

TOIGO ALUMNI TABLE

CHEROKEE NATION BUSINESSES

Host: Jay Calhoun (Dartmouth Tuck ‘13)

TOIGO ALUMNI CHAMPIONS

Host: Natasha Fatheree (Columbia ‘09)

Byron C. Barnes (Simon Rochester ‘13)

Vincent Benjamin (Harvard ‘09)

David De La Rosa (Chicago Booth ‘11)

Aaron Graf (Columbia ‘08)

Mike Hollman (Columbia ‘09)

Jennifer Kwon (Kellogg ‘09)

Guelmana Rochelin (Harvard ‘07)

J. Mathew Yohannan (Stanford ‘03)

Peter Washington (Chicago Booth ‘09)

Host: Dennis Jean-Jacques (Harvard ‘98)

Ejim Achi (Yale ‘13)

Randall Drain (Wharton ‘12)

Daphne Dufresne (Harvard ‘99)

York Eggleston IV (Harvard ‘96)

Nnennia Ejebe (Harvard ‘12)

Obinna Isiadinso (Harvard ‘02)

Anderson Livingston (Cornell ‘99)

Thomas Melendez (Columbia ’92)

Andrew Watt (Columbia ‘96) TOIGO ALUMNI TABLE

Host: Albert Hicks, Jr. (NYU Stern ‘13)

Didier Acevedo (Chicago Booth ‘13)

Juan Avendano (NYU Stern ‘13)

Fernando Bringas (Cornell ‘12)

Alvin Butler (NYU Stern ‘14)

Michael Curry (Chicago Booth ‘13)

Esteban Gomez (NYU Stern ‘13)

Pete Gutierrez (Columbia ‘02)

Perry Hollowell (Chicago Booth ‘13)

Kwame Webb (Wharton ‘13)

ALUMNI TABLES

WALDORF=ASTORIA HOTEL | NEW YORK

2015 EVENT PROGRAM

Mistress of Ceremonies Ann Compton | Journalist and White House Correspondent

Opening Remarks and IntroductionKelly Williams | GCM Grosvenor | Toigo Governing Board Member & 2015 Gala Co-Chair

Remarks and Blazing Trails Award PresentationComptroller Scott Stringer | Comptroller, New York City

Toigo Executive Council Member

Blazing Trails HonoreeLeslie Hale | CFO, RLJ Lodging Trust | Toigo Board Member

Toigo Alumna, Harvard ‘01

Special Guest SpeakerSenator Cory Booker | U.S. Senator, State of New Jersey

Rising Star Award PresentationJanet Hill | Hill Family Advisors

Rising Star HonoreeValerie Villarreal | Trustee, LACERA | Toigo Alumna, Stanford ‘12

Institutional Trailblazer Award PresentationDavid Fann | TorreyCove Capital Partners

Toigo Advisory Board Member & 2015 Gala Co-Chair

Kelly Williams | GCM Grosvenor

Toigo Governing Board Member & 2015 Gala Co-Chair

Institutional Trailblazer HonoreeJanet Cowell | Treasurer, State of North Carolina | Toigo Advisory Board Member

Introduction of Fireside ChatObie McKenzie | Managing Director, BlackRockFounding Member, Toigo Board of Directors

Fireside ChatLaurence D. Fink | Chairman and Chief Executive Officer, Blackrock

Interviewed by:David Rubenstein | Co-Founder & Co-CEO, The Carlyle Group

Closing RemarksDavid Marchick | Managing Director, The Carlyle Group

Chairman, Toigo Board of Directors

The Toigo Foundation was saddened by the recent passing of Jorge Castro, founding member of the New America Alliance and Co-Founder of Lombardia Capital Management.

Never one to forget his own humble beginnings, Jorge was a tremendous advocate for education of minority youth and high standards of excellence. As a mentor to many Toigo Fellows and Alumni and a supporter of the organization, the Foundation knows his messages of leadership and the imprint of his friendship will last forever.

Jorge Castro was Executive Chairman of the Board, Partner, prior CEO, and Co-Founder of Lombardia Capital Partners. Previously, he served as CEO, CIO and founding principal of Los Angeles-based CIC/HCM Asset Management (1990 – 2003). Prior to starting CIC/HCM in 1990, Jorge worked for Goldman Sachs & Company (1985 – 1990) and J.P. Morgan (1983 – 1985) in New York City. The son of a merchant seaman and homemaker who sacrificed to educate their children, Jorge was born in the Watts Community of Los Angeles. He attended catholic schools in Los Angeles, including Loyola Jesuit High School, before winning a scholarship to Milton Academy in Milton, Massachusetts for his final two years of high school. He went on to graduate Magna Cum Laude from Princeton, win a Danforth Fellowship and earn a Master’s degree in Government from Harvard. He was also a Ph.D. candidate at Harvard before turning to a career on Wall Street. Professionally, Jorge was a Chartered Financial Analyst (CFA).

Our hearts are with Jorge’s brother Tom, his wife Nancy and his son Dominic during this difficult time.

Toigo Foundation Mobile Donate Campaign

Text TOIGO to 56512

Check out the screens for more information

IN MEMORIAM

GIVE BY CELL

REMEMBERING JORGE G. CASTRO

News CorrespondentABC News

Ann Compton joined ABC News in 1973. Only weeks after the Watergate scandal came to an end in 1974, Compton became the first woman assigned to cover the White House on a full-time basis by a network television news organization, and she was one of the youngest to receive the assignment. In addressing her retirement from ABC

News after 41 years President Obama paid tribute to Compton saying, “Ann Compton, everybody here knows, is not only the consumate professional but is also just a pleasure to get to know.”

From 2007 – 2008, Compton served as the president of the White House Correspondents’ Association, coordinating coverage and access issues with the White House staff.

On Sept. 11, 2001, Compton was the only broadcast reporter allowed to remain aboard Air Force One during the dramatic hours when President Bush was unable to return to Washington.

Reporting for all ABC News broadcasts, Compton has traveled around the globe and through all 50 states with presidents, vice presidents and first ladies. Twice during campaigns, she was invited to serve as a panelist for presidential debates (1988 and 1992), and she was assigned as a floor reporter at the 1976 Republican and Democratic National Conventions.

In 2000, Compton became Chief Washington correspondent for ABCNews.com, where she wrote and anchored a digital political column, “On Background.”

Compton was part of the team that was awarded the prestigious Silver Baton Alfred I. duPont Columbia University Award for the network’s coverage of September 11, 2001. Her coverage of September 11 events was also recognized in ABC News’ Emmy and Peabody Awards. She was inducted to the Museum of Broadcasting’s Radio Hall of Fame in 2005, and in 2000 into the Journalism Hall of Fame by the Society of Professional Journalists. She was chairman of the governing board of the Radio Television Correspondents Association in 1987-88, and served on the advisory board of the Freedom Forum Media Studies Center in New York. She says her most valued award is a golden statuette from the National Mothers’ Day Committee naming her a Mother of the Year in 1988.

ANN COMPTON

2015 SPEAKERS & HONOREES

New York City ComptrollerToigo Executive Council Member

New York City Comptroller Scott M. Stringer has spent his career in public service fighting for New York’s middle class, strengthening the City’s fiscal health and championing transparent and accountable leadership. The New York Times described Mr. Stringer as a public servant “committed to the principles of good government,” and praised him as a “catalyst for reform.” He was elected Comptroller on November 5, 2013.

As investment advisor, custodian and trustee of the City’s $160 billion pension funds, Mr. Stringer has introduced a six-point ethics reform package to significantly enhance accountability, transparency and ethics in the administration of these funds. He has enhanced integrity and professionalism in fund management and worked to achieve strong, consistent returns by calling for more comprehensive assessment and diversification of pension investments.

Comptroller Stringer has continued the New York City Pension Funds’ strong tradition of shareowner engagement with publicly-held companies. This fall, he launched the Boardroom Accountability Project, a nationwide campaign to give shareowners a stronger and more influential voice in how corporate boards are elected. The initiative targets 75 major companies in which New York City’s Funds’ invest, in an effort to shape board policies on diversity, climate change and CEO compensation.

The Comptroller has also pushed city agencies to engage women and minority-owned businesses more aggressively when it comes to granting contracts, and he appointed the City’s first-ever Chief Diversity Officer. Both initiatives are rooted in the belief that enhancing diversity leads to greater competition in the marketplace and ensures the long term health of City investments. Comptroller Stringer has also endorsed “right to request” legislation that would allow individuals to propose flexible work arrangements (FWA) without fear of reprisal and create a framework for employees and employers to discuss FWAs that fit the unique needs of businesses and their workforces.

COMPTROLLER SCOTT STRINGER

2015 SPEAKERS & HONOREES

Chief Financial Officer and Executive Vice PresidentRLJ Lodging TrustToigo Alumna, Harvard ‘01Toigo Governing Board Member

Leslie Hale is a seasoned real estate and finance executive whose career spans over 20 years and involves more than $30 BN in transactions.

Ms. Hale has served as Chief Financial Officer (CFO) for RLJ Lodging Trust (NYSE: RLJ) since 2007 and was promoted to Executive Vice President in 2013. RLJ is one of the largest publicly-traded lodging REITs in the United States, with 140 hotels operating across the country. In May 2011, Ms. Hale successfully managed the execution of the roll-up and merger of RLJ Development, a hospitality investment firm, with its two affiliated private equity funds, and the subsequent initial public offering of RLJ Lodging Trust. As CFO, Ms. Hale is responsible for all financial matters across RLJ and is intricately involved in the company’s investment decision-making, daily operations and long-term strategic planning. In addition to her CFO responsibilities, Ms. Hale oversees all asset and corporate-level transactions.

Before joining RLJ, Ms. Hale held several positions within General Electric Capital Corp. (GE), including as a Vice President in the Mergers and Acquisitions Group of GE Commercial Finance. Her career at GE Real Estate spanned two continents and numerous roles, including work in the Large Transactions Group and the European Mergers & Acquisitions Group. Ms. Hale was previously an investment banker at Goldman, Sachs & Co., advising clients across industries on mergers, acquisitions, and corporate finance matters.

Ms. Hale earned a BBA degree with a concentration in Finance from Howard University, graduating summa cum laude. Ms. Hale earned her MBA from Harvard Business School, where she was a Goldman Sachs and Robert Toigo Fellow. She currently serves as a member of the Board of Directors for Macy’s, Inc., and as a Trustee of Howard University. Ms. Hale and her family reside in the Maryland area.

LESLIE HALE

2015 SPEAKERS & HONOREES

United States Senator

U.S. Senator Cory Booker is connected to the people he serves and the challenges they face every day. He has spent 16 years in public office focused on addressing the vital needs of New Jersey families by putting partisanship aside to get things done.

Cory was raised in Harrington Park in Bergen County, New Jersey. A star athlete at Northern Valley High School in Old Tappan, he earned his bachelor’s and master’s degrees from Stanford University, where he also played for the football team. While at Stanford, he ran a crisis hotline for students and worked with disadvantaged youth in East Palo Alto. He then attended Oxford University as a Rhodes Scholar where he managed a student tutoring and mentoring program in a disadvantaged community. Cory went on to Yale Law School, where he helped lead free legal clinics for New Haven residents.

After earning his law degree, Cory moved to Newark, where he served on the Newark City Council and lived for eight years in Brick Towers, a low-income housing complex. In 2006, he was elected to his first of two terms as mayor of Newark. He now owns a home and lives in Newark’s Central Ward community.

Cory won a special U.S. Senate election in October 2013 to complete the term of the late Senator Frank Lautenberg and became New Jersey’s first African-American senator. In November 2014, he won reelection to the Senate. Cory serves on the Senate’s Commerce, Science and Transportation, Small Business and Entrepreneurship, Homeland Security and Governmental Affairs, and Environment and Public Works Committees.

In his short time in the Senate, Cory has worked across the aisle to sponsor sweeping legislation to reform the nation’s broken criminal justice system, passed legislation to ensure veterans with traumatic brain injuries received the medical care they deserve, and has fought to ensure women receive fair treatment in the workplace and full control over their personal health decisions.

SENATOR CORY BOOKER

2015 SPEAKERS & HONOREES

TrusteeLACERAToigo Alumna, Stanford ‘12

Valerie was appointed to LACERA’s Board of Investments by the L.A. County Board of Supervisors. To her position on the Board, she brings private sector experience as a management consultant and business leader. Ms. Villarreal has served clients in high tech, media, and consumer

industries on strategic and financial issues.

Valerie is Director of Strategy and Business Analytics at Live Nation Entertainment in Hollywood, CA. prior to that she was an Engagement Manager at McKinsey & Company. Valerie has served as Special Assistant in the U.S. Small Business Administration and as a member of 2008 Obama-Biden Presidential Transition Team.

Valerie received her BA in Political Science and her MBA from Stanford University. She is an alumna of Sponsors for Educational Opportunity (SEO) Program in Finance. During her MBA studies, Valerie was awarded the Toigo Fellowship and the National Society of Hispanic MBAs Scholarship.

JANET COWELLTreasurer, Noth CarolinaToigo Advisory Board Member

Janet Cowell is North Carolina’s popularly-elected Treasurer and is the first woman to hold the office. She was first elected to the post in 2008 and re-elected in 2012. Cowell oversees more than $90 billion in pension investments for the more than 900,000 teachers, firefighters, and public employees in North Carolina. As Treasurer, she manages the

32nd largest public pension in the world and the third most solid in the nation. Under Cowell’s executive leadership, North Carolina is one of only ten states in the country to earn a AAA bond rating by all three rating agencies. Treasurer Cowell was recently named one of the top 25 public pension executives in the world by Sovereign Wealth Fund Institute. Cowell is a Wharton School of Business alumna.

VALERIE VILLARREAL

2015 SPEAKERS & HONOREES

LAURENCE D. FINK

2015 SPEAKERS & HONOREES

Chairman & Chief Executive OfficerBlackRock

Laurence D. Fink, Chairman and Chief Executive Officer of BlackRock, also leads the Global Executive Committee.

Mr. Fink has led the firm since its founding in 1988, keeping client centric solutions and innovation at the forefront of his leadership. He was named “CEO of the Decade” by Financial News in 2011 and has been named one of the “World’s Best CEO’s” by Barron’s for eight consecutive years.

Prior to founding BlackRock in 1988, Mr. Fink was a member of the Management Committee and a Managing Director of The First Boston Corporation. Mr. Fink joined First Boston in 1976 and quickly became one of the first mortgage-backed securities traders on Wall Street. During his tenure at First Boston, Mr. Fink was co-head of the Taxable Fixed Income Division, which was responsible for trading and distribution of all government, mortgage and corporate securities. Mr. Fink also started the Financial Futures and Options Department and headed the Mortgage and Real Estate Products Group.

Mr. Fink serves as a member of the Board of Trustees of New York University and is Co-Chairman of the NYU Langone Medical Center Board of Trustees. Mr. Fink also serves on the Boards of The Museum of Modern Art (MoMA), the Council on Foreign Relations and Robin Hood, the New York City charitable organization. He is also Co-Chairman of The Partnership for New York City, which works to engage the business community in efforts to advance the City’s economy and maintain its position as the center of world commerce, finance and innovation.

Mr. Fink earned an MBA degree with a concentration in real estate from the University of California at Los Angeles (UCLA) in 1976 and a BA degree in political science from UCLA in 1974.

TOIGO’S 2015 “40 UNDER 40”

Eric Allen (Wharton, 2004)President & Co-Founder, Admit.me

Ryan Ashley (Harvard, 2011)Vice President, The Carlyle Group

Tchintcia Barros (Harvard, 2005)Equity Portfolio Manager, Columbia Threadneedle Investments

Vincent Benjamin (Harvard, 2009)Enterprise Relationship Manager, LinkedIn

Lennitt Bligen (MIT Sloan, 2011)Vice President, Duff & Phelps, LLC

Hugh Browne (Stanford, 2008)Principal, Rho Capital Partners

Marvis Burns (Wharton, 2014)CEO, Rent Scene

Bruno Dieseldorff (UCLA Anderson, 2011)Manager-Investment Analysis, Northrop Grumman Corporation

Patrick Egeonu (Wharton, 2007)Head of Asset Management-Real Estate, Assurant Asset Management

Nnennia Ejebe (Harvard, 2012)Investment Associate, I&P Management

Kathlika Fontes (Columbia, 2012)Senior Associate-Private Equity, StepStone Group LP

Akinwole Garrett (Duke Fuqua, 2011)Director, Digital Media Business Development, CBS Local Media

Betsy George (Harvard, 2010)

Aaron Graf (Columbia, 2008)Co-Founder, LG Fairmount

Mike Hollman (Columbia, 2009)Vice President, Citi

Jennifer Hoover (Emory, 2010)Vice President-Asset Management, Capri Capital Partners LLC

Perry HollowellSenior Portfolio Manager, Guggenheim Partners

Charles Hudson (Stanford, 2005)Partner, SoftTech VC

Susan Yun Lee (Harvard, 2009)Private Markets Consultant, Angeles Investment Advisors

Tanaka Maswoswe (Harvard, 2010)Vice President, The Carlyle Group

Marcus McFadden (Columbia, 2010)Vice President, Deutsche Bank

Marcus Moore (UCLA Anderson, 2003)Vice President-High Yield Analyst, Wells Fargo & Co.

Sebenza Nkomo (Dartmouth-Tuck, 2007)Director, Bank of America Merrill Lynch

Alex Ortiz (UC Berkeley Haas, 2007)Vice President of Marketing, Inside Vault

Mark Price (Harvard Business, 2004)Senior Vice President, Siebert Brandford Shank & Co., L.L.C.

Nathaniel Robinson (Dartmouth-Tuck, 2007)Founder, Beau Robins Group

Ryan Smith (Stanford, 2014)Director, Investments, Magic Johnson Enterprises

James Spencer (Harvard, 2002)Senior Investment Director, Cambridge Associates

Garth Timoll (Cornell, 2004)Principal, Top Tier Capital Partners, LLC

Thanh Tran (Chicago Booth, 2007)Investment Officer, Liberty Mutual Investments

Michael Trivino (Columbia, 2011)High Yield Analyst, T. Rowe Price

Nogie UdevbuluVice President, Bank of America Merrill Lynch

Jerry Varnado (Columbia, 2014)Associate, Bank of America

Valerie Villarreal (Stanford, 2012)Director, Live Nation EntertainmentTrustee, Los Angeles County Employees’ Retirement Association

Isa Watson (MIT Sloan, 2013)VP, Sales and Strategy Manager – Small Business Banking, JP Morgan Chase & Co.

Kwame Webb (Wharton, 2013)Equity Analyst, Morningstar, Inc.

Tony Wei (UCLA Anderson, 2009)Executive Director, Alexandria Real Estate Equities, Inc.

John Wilbeck (Kellogg, 2007)Director, Hines

Arlen Wiley (Chicago Booth, 2007)Analyst, Perkins Investment Management

Lisa Williams (Columbia, 2011)Investment Associate, Imprint Capital Advisors

Each year the Foundation acknowledges the ascent of new leaders within the fellowshipto be recognized as our 40 under 40. We are proud of our 2015 recipients:

GRADUATING CLASS OF 2015

The Toigo Foundation applauds our newest graduating class for their contribution to the

Foundation’s mission of changing the face of finance. The Class of 2015 now joins one of

the most dynamic professional networks in the nation—The Toigo Alumni Association.

Juan Agudelo, Columbia

Mario Antwine, Yale

Bria Bailey, Columbia

Krystal Barker, Wharton

Lorenzo Brooks, Stanford

Joshua Butler, Cornell

Matthew Cano, Stanford

Craig Carter, Wharton

Yumna Cheema, Columbia

Tracey Chu, Wharton

Ruben Cotti-Lowell, Tuck

Leah Endalkatchew, Harvard

Daniel Espinosa, Kellogg

Anthony Hardy, Wharton

Richard Hemmings, Columbia

Kenny Hernandez, Wharton

Roberto Hernandez, Wharton

Brandon Hoffman, Wharton

Antonio Key, Wharton

Jonathan Le, NYU Stern

Ryan Lewis, Harvard

Christopher Malone, Harvard

Adia Matthews, Harvard

Alexis Maule, Stanford

L. Shelton McCullough, Columbia

Jared Murphy, Stanford

Christian Okoye, Stanford

Robert Ramirez, Columbia

Daniel Ramirez, Harvard

Ralph Derek Rey, Darden

Kiesean Riddick, Chicago Booth

Cindy Rivera, Columbia

Phillip Robinson, Chicago Booth

Kenneth Salas, Harvard

Hugo Santillan, Yale

Travis Sherman, Duke Fuqua

Selena Singleton, Harvard

Jorge Soriano, Duke Fuqua

Kilian Toms, Harvard

Tricia Torres, Kellogg

Chidozie Ugwumba, Cornell

George Wilson II, Columbia

Jasper Wright, Tuck

Yi Yang, Michigan Ross

CONGRATULATIONS

Is Proud to Sponsor

The Toigo Foundation’s 14th Annual Gala

and congratulates

the 2015 Institutional Trailblazer HonoreeNorth Carolina State Treasurer Janet Cowell

and two outstanding Toigo Alumnae, Leslie Hale and ValerieVillarreal

ACHIEVING WINNING OUTCOMESBlackRock® is proud to support the Toigo Foundation.We are honored to celebrate the extraordinary accomplishments of the Toigo Fellows—past, present and future. And we salute those who embrace new voices and perspectives to draw the wider horizons of an expanding world.

Trusted to manage more money than any other investment firm in the world.*

* Based on $4.77 trillion assets under management as of 3/31/15. ©2015 BlackRock, Inc. All rights reserved. BLACKROCK and BUILD ON BLACKROCK are registered and unregistered trademarks of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners. 4184a-HR

At Bank of America we are inspired by all of your achievements

Bank of America is a proud sponsor of the Toigo Foundation

To learn more about Bank of America and its commitment to Diversity & Inclusion, please visit bankofamerica.com/diversity

Life’s better when we’re connected®

EOE/M/F/Vet/Disability © 2015 Bank of America Corporation. | ARNLCMDN | D&I-0430152

Vista Equity Partnersis proud to sponsor the

Robert Toigo Foundationand its mission of fostering career advancement andincreased leadership of underrepresented talent

Vista Equity Partners is a leading US-based alternative investment firm focused exclusively on software and technology-enabled businesses that are leaders in their respective markets. Vista was founded in 2000 and currently manages over $14 billion in cumulative capital commitments.

Inspiring curiosity.

At Exelon, we believe that education challenges us to adapt, advance and enhance the world around us. It empowers us to develop new perspectives that spur innovation. We are taking responsibility for our future by investing in tomorrow’s leaders today.

www.exeloncorp.com

© Exelon Corporation, 2015

Welsh, Carson, Anderson & Stowe320 Park Avenue, Suite 2500

New York, New York 10022-6815Phone: (212) 893-9500

www.welshcarson.com

WCAS is proud

to support

The Robert Toigo

Foundation and

its commitment

to diversity and

advancement in

finance

Institutional Investment in Smart Growth,Urban Revitalization and Sustainable Development

www.macfarlanepartners.com

I T S TA R T S W I T H U S !

We are proud to support the

Robert Toigo Foundationand its long-standing commitment

to leadership diversity and advancement in business and throughout our nation

201 Spear Street, 14th FloorSan Francisco, CA 94105 | 415.356.2500

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A singulAr focus on investment mAnAgement

comprehensive cApAbilities

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A commitment to bringing the right resources to eAch client

Beijing | Boston | Chicago | Frankfurt | Hong Kong | London | Radnor, PA | San Francisco | Singapore | Sydney | Tokyo

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A trusted adviser and strategic partner to investors worldwide

www.wellington.com

Wellington Management’s global morning meeting

©2015 Wellington Management Company llp. All rights reserved.

Palladium Equity Partners Celebrates the Accomplishments of The Robert Toigo Foundation

Founded in 1997, Palladium seeks to acquire and grow companies in partnership with founders and

experienced management teams by providing capital, strategic guidance and operational oversight. The firm has invested over $1.0 billion of capital in more than 20 platform investments and over 50 add-on acquisitions, and has significant experience in financial services, business services, food, healthcare, industrial and media businesses, with a special focus on companies it believes will benefit from the growth in the U.S. Hispanic population.

1270 Avenue of the Americas, Suite 2200 | New York, NY 10020T. 212.218.5150 | www.palladiumequity.com

Clearlake Capital Groupis proud to support the

Robert Toigo Foundation

Clearlake Capital Group, L.P. is a private investment firm focused on special situations, distressed and valueprivate equity investments such as corporate divestitures, recapitalizations, buyouts, reorganizations,turnarounds and other equity investments. Clearlake seeks to partner with world-class management teamsby providing patient, long-term capital and operational expertise to invest in dynamic businesses. Clearlakecurrently has approximately $1.4 billion of assets under management. Throughout their careers, Clearlake’ssenior investment professionals have led or co-led investments totaling approximately $2.8 billion across morethan 70 transactions in sectors including, industrials, energy and power; technology communications andbusiness services; and consumer products and services.

For more information, please visit www.clearlakecapital.comSanta Monica, CA

KKR proudly supports The Robert Toigo Foundation and its extraordinary dedication to develop diverse leadership.

We salute the honorees for their significant accomplishments and commitment to improving diversity in the finance industry.

LEVER HOUSE | 390 PARK AVENUE | NEW YORK, NY 10022

WWW.WELLSPRINGCAPITAL.COM

Congratulations“INSTITUTIONAL TRAILBLAZER”

Janet Cowell

Wellspring Capital Management LLC

is proud to support

The Robert Toigo Foundation

Guggenheim Partners is proud to support the Robert Toigo Foundation.

We are committed to inclusive practices that drive innovation and success.

Global heritage innovative solutions

At Schroders, we offer an unmatched history of global

With more than 200 years of asset management experience, we provide innovative solutions for our clients across a comprehensive range of equities, fi xed income, multi-asset and alternative investments.

Our well-established presence in 27 countries enables us to deliver local expertise on a truly global platform, developing stronger client partnerships, identifying long-term growth and creating real, lasting value.

Discover our global story at schroders.com/globalpartner

Schroders is a proud sponsor of The Robert Toigo Foundation

Data as of March 31, 2015. ©Schroder Investment Management North America Inc. 875 Third Avenue, New York, NY 10022, (212) 641-3800, www.schroders.com/us.

investment innovation.

S U S TA I N . N O U R I S H . G R O W.

The Toigo Foundation has an important mission.We’re proud to share it with you.

©2015, PIMCO

Great things transpire when teams with diverse experiences and points of view work together to tackle complex problems. We support Toigo’s mission to foster the career advancement and increased leadership of underrepresented talent in the financial services industry.

AB is proud to Be A sponsor of the

Toigo FoundaTionand its mission to promote diversity within the financial industry

Liz Smith senior Managing director, public funds (212) 969 1168 liz.smith@abglobal.com

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TOIGO Annual Gala_b&w.indd

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Prudential Advertising973-802-7361

© 2015. Prudential, the Prudential logo, the Rock symbol and Bring Your Challenges are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide. Prudential Financial, Inc. and its affiliates, Newark, NJ.201505-777

WHEN DIVERSITY WORKS, SO DOES AMERICA.At Prudential Investment Management, we’re proud to sponsor the 2015 Toigo Annual Gala—and to support the inspiring work of the Robert Toigo Foundation. Their commitment to diversity and inclusion in the workplace signals a brighter future for us all.

www.prudential.com/pim

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@abraajgroup

The Abraaj Group

INVESTING IN TOMORROW’S LEADERSThe Abraaj Group proudly supports The Robert Toigo Foundation and its commitment to improving leadership and diversity in finance. As a leading growth markets investor with a focus on building sustainable communities, we empower young leaders as agents of social and economic change as we seek to build long-term value in our markets everywhere, every day. Discover our story at abraaj.com

Cultivating knowledge

© 2015 PricewaterhouseCoopers LLP, a Delaware limited liability partnership. All rights reserved.

The Robert Toigo Foundation fosters the career advancement and increased leadership of underrepresented talent by creating mechanisms for greater inclusion from the classroom to the boardroom. PwC is proud to support their mission as a sponsor of the 14th Annual Toigo Gala.

www.pwc.com

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ANGELO, GORDON & CO.IS PROUD TO SUPPORT

THE ROBERT TOIGO FOUNDATION

For over 40 years, our singular focus has been real estate investment. This focus gives us a deep insight into investment markets and asset management techniques that reduce risks and optimize returns for our clients.

CBRE GLOBAL INVESTORS – REAL ESTATE IS OUR NATURE

FOCUSED REAL ESTATE INVESTMENT

www.cbreglobalinvestors.com

COMMITTED TO CREATING POSITIVE CHANGE IN OUR COMMUNITIES

For over six decades, individuals and institutions around the world have relied on Franklin Templeton Investments as a trusted partner in asset management. As a corporate citizen, we also strive to be a trusted partner in enriching the social, economic and educationalwell-being of the communities in which our employees live and work.

FRANKLIN TEMPLETON INVESTMENTS

IS PROUD TO SUPPORT THE TOIGO FOUNDATION

COMMITTED TO CREATING POSITIVE CHANGE IN OUR COMMUNITIES

For over six decades, individuals and institutions around the world have relied on Franklin Templeton

FRANKLIN TEMPLETON INVESTMENTS

IS PROUD TO SUPPORT THE TOIGO FOUNDATION

USEN_CORPSP_HANDS_5.25x7.6875_TOIGO_060115.indd 1 08/04/15 04:34 pm

By leveraging diverse talents and backgrounds of our employees globally, State Street fosters an inclusive, creative and fulfilling work environment—and delivers better results for our clients.

—Jay Hooley, State Street Chairman, President and Chief Executive Officer

ssga.com

© 2015 State Street Corporation. All Rights Reserved. ID3908-INST-5541 0515 Exp. Date: 5/30/2016

2450 BroadwaySixth FloorSanta Monica, CA 90404310-282-8820

712 Fifth Ave35th FloorNew York, NY 10019212-230-3300

Two International PlaceSuite 2500Boston, MA 02110617-235-6300

naicpe.com

Ariel Investments proudly supports

The Robert Toigo Foundationand its commitment to developing diversity in leadership

To learn about Ariel, call 800.292.7435 or visit arielinvestments.com.

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MIRA_Ad.pdf 1 5/8/2015 12:22:01 PM

At BNY Mellon, we’re committed to helping people reach

their full potential.

It is our great pleasure to support the Toigo Foundation.

We congratulate 2015’s Institutional Trailblazer Honoree

Janet Cowell, State Treasurer of North Carolina.

Invested in inspiration.

©2015 The Bank of New York Mellon Corporation.

bnymellon.com

Proud to Support the

Robert Toigo Foundation

BEIJING            HONG KONG     LONDON            NEW YORK    PERTH           SAN DIEGO       SAN FRANCISCO       SÃO PAULO     SEOUL

www.stepstoneglobal.com

StepStone is a global private markets firm overseeing approximately US$60billion of private capital allocations, including over US$12 billion of assetsunder management. The Firm is an active investor in all private marketsstrategies, including buyout, venture, distressed, credit, energy,infrastructure, real assets and real estate across all major geographies.

is proud to support

The Robert Toigo Foundation

Landmark Partners specializes in secondary markettransactions of private equity, real estate and real assetsinvestments. Founded in 1989, the firm has one of thelongest track records in the industry and is a leadingsource of liquidity to owners of interests in real estate,real assets, venture, mezzanine and buyout limitedpartnerships.

www.landmarkpartners.com

We are proud to Sponsor the 2015 Toigo Gala. People are the greatest asset within an organization. Investing in Toigo’s MBA candidates and their alumni is one of the best investments we can make.

credit-suisse.com

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Auldbrass Partners is proud to support the Robert Toigo Foundation

and its mission to foster diverse leadership.

Auldbrass Partners provides innovative liquidity solutions for private investors. Founded in 2011 as a spinout from Citigroup, Auldbrass has offices in New York and Chicago, and assists investors with disposing or acquiring assets across all alternative classes.

Advises/Monitors $1.3 Billion of secondary private equity assets invested across North American, European, and Asian buyout, energy and credit funds

Manages

$165 Million across targeted private equity, real

estate, and hedge fund secondary funds

250 Park Avenue Suite 911

New York, NY 10177

224 S. Michigan Avenue Suite 425

Chicago, IL 60604

The Vistria Group supports Toigo on its

commitment to promoting and sustaining

diversity within the financial services industry.

Diverse ideas, backgrounds, experiences and

perspectives lead to better value and results.

The Vistria Group is a Chicago-based private equity firm focused

on investing in middle market companies in the healthcare,

education, and financial services sectors.

ATLANTA BOSTON DALLAS LONDON LOS ANGELES NEW YORK SÃO PAULO SEATTLE WASHINGTON DC

CLARION PARTNERS IS A PROUD SPONSOR OF

THE TOIGO FOUNDATION

Artemis Real Estate PartnersSupports and Applauds

TOIGO on 25 Years of Promoting Diversity and

Widening the Circle of Opportunity Within Our Industry

Congratulations to Leslie Hale

Artemis Advisory Board Member2015 Recipient

of the Blazing Trails Award

WE ARE HONORED TO PARTNER

WITH THE TOIGO FOUNDATION

AND CONGRATULATE THEM

ON THEIR VALUABLE MISSION

Women’s Alternative Investment SummitNovember 5 – 6, 2015

The Pierre, New York City

Women’s Private Equity SummitMarch 9 – 11, 2016

The Ritz-Carlton, Half Moon Bay, California

Falk Marques Group LLC, founders and producers of

Women’s Alternative Investment Summit | Women’s Private Equity Summit | Women’s PE Briefs

FalkMarquesGroup.com

For information contact:Paul Yett, Managing Director

P: 415.365.1057 | E: pyett@hamiltonlane.com200 California Street Suite 400

San Francisco, CA 94111 www.hamiltonlane.com

FOUNDATION

Private Markets Solutions Provider

ROBERT TOIGOThe

Hamilton Lane is honored to support the Robert Toigo Foundation and their mission to support women and minority MBA candidates.

For more than a decade, Hamilton Lane has committed to the advancement of leadership diversity within the financial industry, and has seen true value from supporting this organization. After serving a term on the Toigo Advisory Board, Paul Yett, Managing Director at Hamilton Lane was named to the foundation’s Governing Board ofDirectors in March of 2013. In his role, Paul is able to effect change as he continues to support the collective mission to increase inclusion and diversity in financial services.

Hamilton Lane celebrates the Toigo Foundation and looks forward to many more years of joint success.

Transformational Growth Investing

Proudly supports

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Partners driving change.RG + Associates is proud to be a long-time partner with the Toigo Foundation.

Like Toigo, our mission is to drive change within the investment community through focused relationship building and thought leadership.

For 12+ years, our Consortium gatherings — in New York in June and Los Angeles in winter — have helped start and deepen exchange within the emerging manager community. Toigo, its talented alumni and broad base of supporters have been instrumental from the start.

Discover more about our expertise and programs: rgassociates.org

Hundreds of women and minority owned firmsForward-thinking institutional investorsA united commitment to bring greater diversity to finance

Advent Capital Management, LLC Is a proud sponsor of

The 2015 Toigo Gala

Congratulations to the 2015 award winners:

Janet Cowell

Leslie Hale

Valerie Villarreal

A driving force in

Investment Management

Advent Capital Management, LLC is a registered investment advisor dedicated to providing

our clients with superior investment performance. We invest primarily in convertible, high

yield and equity securities offered through long only, hedge-fund and NYSE closed-end fund

products. Our investment team consists of seasoned professionals performing bottom-up

fundamental research. Since inception in 1995, the firm manages approximately $9 billion with

the ability to capture opportunities globally. Our client base includes some of the world’s

largest public and corporate pension plans, foundations, endowments, insurance companies and

high net worth individuals. _____________________________________________________________

1271 Avenue of the Americas, 45th Floor, New York, NY 10020|+1 212 482 1600

Devonshire House 4th Floor, 1 Mayfair Place London, W1J 8AJ| 44 203 357 9990

Long-term growth.INVESTING IN YOUNG PEOPLE PAYS OFF.

Fostering excellence in education is one of the wisest investments we can make. We are proud to support The Robert Toigo Foundation and the work it does to mentor and coach minority MBA students.

The Robert

Toigo Foundation

troweprice.com/responsibilityC1VCULOTN

Proud Sponsor of the Toigo Foundation and its 14th Annual Gala

Profit Investments serves institutional and retail clients investing in U.S. equities. We manage large-cap, small-cap and socially responsibleportfolios. All products are also available for separate accounts and our large-cap strategy is available as a mutual fund: The Profit Fund (PVALX).

CONGRATULATIONS TO THE 2015 HONOREES

North Carolina State Treasurer Janet Cowell

Toigo Alumna Leslie Hale

Toigo Alumna Valerie Villarreal

MECHJOB INFORMATION

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© 2015 Morgan Stanley CS 8236684 05/15

A DYNAMIC, DIVERSE AND INCLUSIVE CULTURE UNDERLIES THE SUCCESS OF OUR COMPANY, OUR CLIENTS AND OUR EMPLOYEES. At Morgan Stanley, we pair talented people and outstanding resources. Our workplace is inclusive, alive with ideas and known globally for our ability to meet the needs of the world’s most sophisticated and demanding clients. Diversity of backgrounds, interest and specialties have been part of our rich heritage for more than 75 years and are critical to our strategy today. To find out more, visit us at morganstanley.com/diversity.

To unlock your entrepreneurial spirit and consider a role as a financial advisor, please visit us at morganstanley.com / wealth / careers to learn about a dynamic career in our Wealth Management Division.

Morgan Stanley is Proud to Support the 14th Annual Toigo Gala.

EXCEPTIONAL PEOPLEE X C E P T I O N A L O P P O R T U N I T I E S

anderson.ucla.edu/next

A Proud Supporter of the

Robert Toigo Foundation

Arlington | Beijing | Boston | Dallas | London | Menlo Park | Singapore | Sydney | www.CambridgeAssociates.com

A Global Leader of Investment Advisory Services

We are proud to support the mission of

the Robert Toigo Foundation

GLOBEFLEX CAPITAL, L.P.

A women-owned global equity boutique, providing investment solutions to institutional investors since 1994

San Diego, California 858.658.9060

is proud to partner with The Robert Toigo Foundation to celebrate the 14th Annual Toigo Gala

Partnering to Build Value

36 Grove Street, New Canaan, CT 06840

Phone: 203 966-2800 Fax: 203 966-3109

www.rfeip.com

RFE Investment Partners, founded in 1979, is a leading private equity firm with more than 35 years of small buyout experience investing in growth companies in partnership with strong management teams.

Focused on the Future of Real Estatewww.aew.com

AEW is proud to support

TheRobert TOIGOFoundation

TechStrategic Capital Partners LLC salutes and congratulates

The Robert Toigo Foundation

A new venture capital firm currently in fundraising mode, TechStrategic Capital Partners was a winner of the 2014 Toigo Foundation $100,000 Bridge-to-Business Start-Up Grant. Co-Founder and General Partner Ralph E. Taylor-Smith is an alumnus of the Toigo Fellows Program (MIT 2002). Ralph is Toigo Mentor to past & current Toigo Fellows: Jason Brown, University of Chicago MBA 2009; Ghazal Badiozamani, Wharton MBA 2010; Alexis Maule, Stanford MBA 2015.

Take time to recognize the good around you.

#68

© 2015 New York Life Insurance Company, 51 Madison Avenue, New York, NY 10010Keep Good Going® is a registered trademark of New York Life Insurance Company, all rights reserved.

Life Insurance. Retirement. Investments.

KEEP

New York Life is proud to celebrate

Toigo's accomplishments and

congratulates them on another

year helping young people achieve from

the classroom to the boardroom.

For more information about New York

Life visit us at www.newyorklife.com.

© 2015 Goldman Sachs. All rights reserved.

Goldman Sachs is a proud supporter of the

2015 Toiga Gala - It Starts With You

Conference is open to all business and finance professionals.Special pricing for Toigo Alumni.

On-site registration available.

Friday, June 12, 2015Citi Executive Conference Center

153 East 53rd St., New York City

SPECIAL THANK YOU

We thank the following vendors for their contribution to the success of this celebration.

Bloom FlowersDECOR

Brand Creative and BrandViaAWARDS

Candid Litho PrintingPRINTING & PRODUCTION

Fifth Avenue DigitalPHOTOGRAPHY

Four DesignGRAPHIC & WEB DESIGN

Intelligent LightingLIGHTING & STAGING

Meeting ExcellenceEVENT SUPPORT

PSAVAUDIOVISUAL