Toigo 2013 Gala Program Book

Welcome RemarksGreg Shell | Toigo 40 Under 40

Portfolio Manager | GMO, LLC

Toigo Alumnus | Harvard 2001

Introduction of SpeakerJoseph Tanious | Toigo 40 Under 40

Executive Director, Global Market Strategist | JP Morgan Chase

Toigo Alumnus | Columbia 2009

Featured Remarks & Recognition of 40 Under 40The Honorable Julián Castro

Mayor of the City of San Antonio, Texas

Award PresentationLeading by ExampleCarmen Heredia-Lopez, CFA

Chief Investment Officer | Chicago Teachers Pension Fund

Toigo Alumna | Chicago-Booth 1997

Award Presented By:

Stuart Bernstein

Investment Manager | Teacher Retirement System of Texas

Member | Toigo Foundation Governing Board of Directors

Special RemarksDavid Marchick

Managing Director | The Carlyle Group

Chairman | Toigo Foundation Board of Directors

Featured PresentationValerie Jarrett

Senior Advisor to President Barack Obama

Interviewed By:

David M. Rubenstein

Co-Founder and Co-Chief Executive Officer | The Carlyle Group

Closing RemarksSue Toigo

Founder | Toigo Foundation

Event ProgramROBERT TOIGO FOUNDATION 2013 GALA

EVENING PROGRAM | WALDORF=ASTORIA | NEW YORK | JUNE 6, 2013

AllianceBernstein

Artemis Real Estate Partners

Auldbrass Partners

Bank of America

Barclays

Bivium Capital Partners

Blackstone Charitable Foundation

BNY Mellon

Clarion Partners

Colony Capital LLC

Credit Suisse Customized Fund

Investment Group

Crescent Capital Group, LP

Goldman, Sachs & Co.

Guggenheim Partners

Hamilton Lane

K2 Advisors, L.L.C.

GOLD SPONSORS

SILVER SPONSORS

Angelo, Gordon & Co.

Aristotle Capital Management, LLC

AVP Advisors

CapitalDynamics

The Cogsville Group

Corbin Capital Partners

Fairview Capital Partners, Inc.

Fitzgibbon Toigo & Co.

Fortress Investment Group LLC

Freeman Spogli & Co.

Hewitt Ennis Knupp

Macquarie Infrastructure and Real Assets

Landmark Partners

Lincoln Financial Group

Lincolnshire Management, Inc.

Morgan Stanley

NEPC, LLC

New York Life Insurance Company

Northern Trust Company

Platinum Equity

Profit Investment Management

Prudential Investment Management

The Raine Group

Schroders Investment Management

StepStone Group

T. Rowe Price Associates

Vicente Capital Partners

Wellspring Capital Management

Mar Vista Investment Partners

Pension Consulting Alliance

Pharos Capital Partners

RFE Investment Partners

RLJ Lodging Trust

RhumbLine Advisers

Social Finance, Inc.

Solera Capital, LLC

Stockbridge Capital Group

Top Tier Capital Partners

TorreyCove Capital Partners

The Toigo Foundation gratefully acknowledges the

following firms for their support which directly impacts

our participants through offerings from the Toigo Institute

and the Toigo MBA Fellowship.

BlackRock

The Carlyle Group

The Church Pension Fund

Clearlake Capital Group

Kirkland & Ellis LLP

KKR

MacFarlane Partners

Palladium Equity Partners

State Street Global Advisors

Vista Equity Partners

PLATINUM SPONSORS

THANK YOU

2013 Gala Sponsors

Carmen Heredia-Lopez is the Chief Investment Officer at the

Chicago Teachers Pension Fund (CTPF). She is responsible

for the Fund’s ~$10 billion investment portfolio. She provides

oversight of the global, internally and externally managed multi-billion portfolio of

equities, fixed-income, real estate and alternative investments.

Prior to assuming her current responsibilities at the CTPF, Carmen was an Investment

Analyst at the ~$25 billion Illinois Municipal Retirement Fund. At IMRF she led the

Fund’s use of emerging minority and female owned investment management firms

and emerging investment management firms owned by a person with a disability.

She also oversaw the Fund’s use of minority owned and female owned broker/dealers

and broker/dealers owned by a person with a disability.

She started her career in asset management in 1993 and has held roles in investment

research, business development, client servicing and operations. She has worked

for Fortaleza Asset Management (Chicago), Hotchkiss Associates (Chicago), and JP

Morgan Investment Management (London, New York).

Carmen was awarded her CFA charter in 2001 and is a past member of the Board of

Directors of CFA Society of Chicago. Furthermore, she is an alumna of the Robert A.

Toigo Foundation and is a current Board member of the National Society of Hispanic

MBA’s Foundation.

Carmen graduated magna cum laude in international management and marketing

from Georgetown University. She also studied at the London School of Economics

and earned an International MBA from the University of Chicago in 1997.

Carmen, her husband, Juan and their daughter Isabel live in the Chicago land area

since 2000.

A 38-year-old San Antonio native, Mayor Julián Castro is the

youngest mayor of a Top 50 American city. First elected on May

9, 2009, Mayor Castro handily won re-election for a third term

in 2013.

Throughout his tenure, Mayor Castro has focused on attracting well-paying jobs in

21st century industries, positioning San Antonio to be a leader in the New Energy

Economy and raising educational attainment across the spectrum. In 2011, the Milken

Institute ranked San Antonio the nation’s top-performing local economy.

Mayor Castro created SA2020, a community-wide visioning effort turned nonprofit

that has galvanized thousands of San Antonians around a simple, powerful vision for

San Antonio—to create a brainpower community that is the liveliest city in the nation.

Under his leadership, the city in 2010 opened Café College, a one-stop center

offering high-quality guidance on college admissions, financial aid and standardized

test preparation to any student in the San Antonio area. In its first year, Café College

served more than 5,000 area students, spurring an expansion of the facility in 2011.

In November 2012, Mayor Castro led a voter-approved public referendum that will

expand high-quality Pre-K services to more than 22,000 San Antonio four-year-olds

over the next eight years.

In March 2010, Mayor Castro joined executives from Google and Twitter in being

named to the World Economic Forum’s list of Young Global Leaders. Later that year,

Time magazine placed him on its “40 under 40” list of rising stars in American politics.

Mayor Castro earned his undergraduate degree from Stanford University with honors

and distinction in 1996 and a juris doctorate from Harvard Law School in 2000. In

2001, at the age of 26, Castro became the youngest elected city councilman at that

time in San Antonio history.

Featured Remarks

Leading by Example

Carmen Heredia-Lopez, CFACIO | CHICAGO TEACHERS PENSION FUND

TOIGO ALUMNA | CHICAGO-BOOTH 1997

MAYOR OF THE CITY OF SAN ANTONIO

The Honorable Julián Castro

TODAY. I am proud to be someone who has had a front seat to witness the

growth and economic integration of emerging and frontier markets while

living and working in Asia, sub-Saharan Africa, the Middle East, and Latin

America. My work accelerates access to global capital markets as far into

developing economy countries as possible through research, investment,

and knowledge dissemination.

TOMORROW. I hope to influence large capital pools to more closely reflect

the geographies responsible for global economic growth and investment

returns. Capital markets, both private and public, are the most critical

platforms for global economic development and I would like to give back by

improving employment opportunities for people living in poverty through

the job creation that comes from investing in growing enterprises.

TOIGO. Toigo has consistently broadened my thinking and knowledge

through the opportunity to learn from, build a network among, and become

peers with the individuals (and firms) responsible for managing capital. Toigo

accepted me as a fellow more than a decade ago as I returned from building

businesses in Africa and Latin America. I told my interviewers that I wanted

to be part of the Toigo family, without realizing the depth of influence that

Toigo alumni would have as role models and mentors; that industry giants

would become stakeholders and promoters invested in my learning and

advancement; and, that Toigo’s staff team would work tirelessly in support

of fellows and influencing the financial services industry. I’m thankful and

grateful to be part of the Toigo family.

We relish the professional accomplishments of the 40 Under 40 being honored this evening, and we are particularly proud of all their commitment to advance the mission of the Toigo Foundation—ensuring a legacy of leadership for the generations who will follow in their footsteps.

We are delighted to highlight Debbie McCoy, who not only exemplifies all of the above qualities, but who has taken it a step further to join Toigo’s faculty of experts to deliver important industry education—infused with her dynamic facilitation style—teaching audiences of Toigo talent twice in 2013.

Emerging and Frontier Market Investment Initiatives

Stanford Management Company

Harvard 2003

Debbie McCoy

Gina Baker Chambers Byron Barnes

Steven Ballantyne Cedric Bobo

Associate | Artemis Real Estate Partners

Columbia 2009

Assistant Vice President (AVP) & Relationship Manager

PNC Financial Services Group

Simon Rochester 2010

Principal | The Carlyle Group

Harvard 2004

Project Director – Project Realize | Vista Equity Partners

Kellogg Northwestern 2009

TODAY. My responsibilities involve directing capital to real estate

emerging managers to not only achieve attractive risk-adjusted

returns, but also to diversify the face of the industry.

TOMORROW. I would like to give back by continuing to open doors

for those coming behind me as well as for my peers by providing

access to capital and relationships.

TOIGO. My relationship with my Toigo mentor has had a profound

impact on my current career path. My mentor has provided

numerous introductions for me to senior leaders in the real estate

industry - one of which led to my current firm. Additionally, she

has provided counsel as to what specific professional experiences I

should consider targeting to position myself for a senior role in the

real estate investment management industry.

TODAY. My responsibilities involve originating new debt investments

for PNC’s portfolio of middle market corporations and managing

investments in existing portfolio companies. I leverage PNC’s

capabilities to provide M&A advisory, capital markets, asset

management services to these firms.

TOMORROW. I hope to achieve the goal of launching a private

equity fund, investing in companies that produce social returns—

an exceptional difference on society, the environment, or business

practices in an industry—while providing investors with above-

average financial returns.

TOIGO. Toigo has enabled me to develop a network of extremely

talented and accomplished finance professionals who have become

friends, mentors, and business partners. Through programs such

as APEx and alumni educational events, Toigo has enhanced my

MBA experience by providing me with additional tools, skills, and

knowledge to be more successful in my career.

TODAY. My responsibilities involve a focus on U.S. buyout

opportunities in the industrial and transportation sectors. I am

proud to have been featured as one of Black Enterprise’s 75 Most

Powerful Blacks on Wall Street in 2011.

TOMORROW. I would like to continue to give back by leveraging my

personal success to uplift my community.

TOIGO. I am proud to be affiliated with such a tremendous

organization like the Toigo Foundation—committed not only to

promoting diversity but actively helping diverse professionals to

achieve success.

TODAY. Today I am working towards becoming a well-rounded

professional who understands both the operational and investment

aspects of private equity.

TOMORROW. I envision myself as a leader who is able to execute

proven operational strategies.

TOIGO. I have an awesome job and it’s a direct result of Toigo’s ability

to seek out and form unique partnerships. Toigo understands that

finding the right opportunities for its fellows ensures long careers

and successful placements. My current position is exactly the job I

envisioned for myself but, quite frankly, never knew existed and it’s

a direct result of Toigo’s efforts. I am inspired by the people I work

for and challenged and rewarded by the work that I do. I am grateful

for the Toigo leadership who I have come to know and call friends.

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John Bonhomme Cindy Helen Brea

Allan Boomer Dale Burnett

Executive Director | JP Morgan Chase

Cornell Johnson 2007

Vice President, Emerging Markets | Morgan Stanley

Harvard 2004

Vice President | AIG Global Real Estate

Dartmouth - Tuck 2007

Managing Partner & Founder | Momentum Advisors

NYU Stern 2004

TODAY. I am proud to be affiliated with several organizations that

open doors and give opportunities to thousands of people of color;

helping individuals develop into community, business and industry

leaders.

TOMORROW. I would like to give back by expanding my network in

order to continue to help, mentor, recruit corporate and community

leaders to ensure that there is a strong pipeline for the next

generation.

TOIGO. The Toigo network has been a valuable resource to me.

It is an outlet where I go and discuss key career and business

opportunities with knowledgeable and successful leaders that have

helped me make some important life impacting decisions. Toigo is

also a community and family, where my fellow alums and leaders at

the foundation provide valuable advice regarding all areas of my life

and has contributed tremendously to my path of success thus far.

TODAY. My responsibilities involve providing both asset and liability

side solutions through structured note ideas, financing and derivative

transactions respectively—primarily to financial institutions.

TOMORROW. I envision myself as a leader and a trailblazer in this

industry.

TOIGO. Toigo has often served as home-base when I’ve needed

career advice and perspective. By creating a network of driven

professionals who also care to see others succeed, Toigo has

continuously enabled my growth and development.

TODAY. Today I am proud to be representing the diaspora as one of

a handful of African Americans that have invested in the acquisition

and development of commercial real estate in the U.S., Europe, Asia,

the Middle East and Russia.

TOMORROW. I envision myself as a member of a growing collective

of senior minority financiers able to open doors across Wall Street

for a new generation of bright minorities that heretofore have been

one relationship or one timely word of advice away from getting on

and staying on Wall Street.

TOIGO. As a son of Jamaican immigrants, raised in the inner city

of Queens, I had no role models for success in finance. Naturally,

I was disadvantaged vis-a-vis my majority colleagues; many of

whom were blessed to learn the business around their dinner tables.

However, Toigo helped me close the opportunity gap by opening

the door to a wave of informal meetings with alum and executives

from sponsor firms.

TODAY. I am proud to be an entrepreneur, leading a thriving

investment advisory organization.

TOMORROW. I envision myself as a leader in my industry and in

my community—giving back to organizations like Toigo that have

helped me to achieve my success.

TOIGO. Being a part of the Toigo family has been a life-changing

experience. First off, the fellowship is the premier “stamp of

approval” for minority MBAs on Wall Street. Recruiters and top

executives know that every Fellow possesses a unique combination

of focus, excellence, drive and humility that distinguishes us from

our peers. Secondly, and most importantly, the organization

provides invaluable mentorship and networking opportunities with

key leaders (and emerging leaders) of the financial community.

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Jay Calhoun David De La Rosa

Eduardo Costa Natalie Eckford

Director | Cherokee Nation Businesses

Dartmouth - Tuck 2008

Senior Associate | Green Street Advisors

Chicago Booth 2011

Senior Investment Consultant | Cambridge Associates

Harvard 2006

Director of Research | JAT Capital

Columbia 2003

TODAY. I am proud to be proving how finance and financial literacy

can build wealth and positively impact social problems such as

employment, education and health of a common people

TOMORROW. I envision myself as a leader across both finance and

Indian Country facilitating the innovation and growth of an emerging

sector in domestic sovereign wealth.

TOIGO. The Toigo affiliation has been a positive impetus to my

success by connecting me to a global community of leaders with

common values and goals. The Toigo brand lends credibility, the

Toigo network opens doors and the Toigo family helps make us

successful once we pass through those doors. Just as importantly,

we as Toigo fellows and alumni appreciate our opportunities and

know the importance of keeping those doors open for the next

generation of leaders.

TODAY. I am proud to be a board member of STEM Advantage, a

non-profit that aims to mentor, prepare and inspire young women

and underserved communities, to pursue careers in science,

technology, engineering and math (STEM).

TOMORROW. I would like to give back by serving as an advocate and

role model for my community.

TOIGO. The Robert Toigo Foundation has provided me with the

opportunity to build strong relationships with alumni in real estate,

many of whom work for the leading real estate firms. In October

2012, over twenty Toigos in real estate came together in Los Angeles

for an intimate dinner with a Toigo Board member in real estate.

TODAY. I am proud to be helping organizations navigate the global

markets, access profitable investment opportunities, and grow

their endowment capital. I am proudest that this capital supports

missions such as education, civil rights advocacy and children’s

health initiatives.

TOMORROW. I hope to achieve change by empowering institutions

with greater confidence to integrate impact investing into their

portfolios. These for-profit investments can organically drive

development while supporting the social and economic missions

of institutions.

TOIGO. As a fellow, Toigo was my introduction to and educational

source for finding career opportunities that would allow me to

merge my financial and social passions. Now, the organization has

facilitated a much broader spectrum of my needs, from providing

advice on navigating career challenges to connecting me with client

and investment opportunities.

TODAY. I am proud to be a successful investment professional and

role model to the generations that will follow in my foot steps.

TOMORROW. I would like to give back by mentoring Toigo Fellows

as they consider the many career options available to them in the

finance industry.

TOIGO. I am grateful for the unwavering support Toigo has offered

to me throughout my career. This is why I remain committed to

financial giveback to the organization.

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Jack Ferrer Andres Garcia-Amaya

Natalie Garcia Josephine Harada

Partner | Adiligy, LLC

Cornell Johnson 2007

Manager of International Business Relations | Baptist Health

Wharton 2011

Product Management Leader | Life Technologies

Wharton 2008

Vice President, Global Market Strategist

JP Morgan Asset Management

Wharton 2011TODAY. My responsibilities involve working with corporate clients,

private equity firms and boutique investment banks to execute

strategic initiatives and capital market transactions

TOMORROW. I would like to give back by driving the strategic

vision of a corporate or non-profit company, assisting my mentees

to rise to their full potential and serving in a civic capacity to my

community.

TOIGO. Toigo has been instrumental in shaping my development

while enabling me to tap into an unparalleled network of finance

professionals.

TODAY. I am proud to be committed to the improvement of the US

Hispanic and Latin American communities throughout my career.

TOMORROW. I would like to give back by mentoring, educating and

providing access to individuals in underserved communities.

TOIGO. I have been blessed to be part of the Toigo Family as both

an MBA Fellow and a Private Equity Fellow. Toigo provided me

with the support and training to succeed in the recruiting process

and access to a unique and powerful network. Through the Toigo

Private Equity Fellowship I was fortunate to work as an Investment

Associate with the remarkable team at Palladium Equity Partners

where I had the opportunity to work on various transactions and

interact with strong management teams. I am incredibly grateful to

be affiliated with Toigo and I look forward to giving back to support

its mission.

TODAY. Today I am proud to be accelerating the development of

innovative products and services that improve the human condition.

TOMORROW. I hope to be identifying and sourcing investment

opportunities that deliver on the promise of precision, cost-effective

medicine.

TOIGO. Toigo has impressed upon me the importance of being a

leader that gives back to the community, and the role that you can

play in helping others. This is the collective strength of the Toigo

community, and my personal and professional experience have

been greatly enriched by the positive examples that have been set.

TODAY. My goal is to be a student of the markets.

TOMORROW. I would like to give back by helping others reach their

professional and personal goals.

TOIGO. The Toigo Alumni have been a great sounding board for

professional and personal advice. Toigo is not just an organization I

am affiliated with—it has truly become family.

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Vincent Harris Francis Idehen

Faisel Hussen Natalie Jenkins Sorrell

Founder | Vantage Media Group

Darden 2009

Investment Officer

Employees’ Retirement System of the City of Dallas

Wharton 2002

Principal | Public Infrastructure Partners

NYU Stern 2006

Managing Director, Private Markets | Exelon Corporation

Harvard 2006

TODAY. I am working toward building a viable and vibrant new

media business. I want my business training to bring discipline to

my creativity. But I want my creativity to bring joy to the way I build

my business.

TOMORROW. I would like to give back by offering my time as a

mentor so that I can return the goodwill that was sown into me.

TOIGO. The primary value of Toigo lies in its ability to accelerate

your learning and elevate the trajectory of your career. Toigo gave

me the credibility I needed to be considered for an opportunity that

would likely have been out of reach otherwise. I’m thankful to Toigo

for providing me that edge. As I now transition into a new role as

entrepreneur, I find myself again drawing on support from the Toigo

network, some of the same folks that offered their help back when

I was a student. It is heartening to see that support network is as

strong as ever, particularly for those of us forging new paths.

TODAY. I am proud to be working towards making retirement better

for 15 thousand people; and being a mentor; and mom to an amazing

and hilarious three year old.

TOMORROW. I envision myself as a change agent and thought

leader in my field.

TOIGO. Toigo is a phenomenal network of incredibly talented

investment professionals. It is quite simply a remarkable organization

to have as an advocate. The Toigo Family (and that is exactly what

we are—a family) is an extended one, full of people who want to see

you succeed, pay it forward, and give back. It is a great family to

have, a very worthwhile organization to support, and I am extremely

fortunate and proud to be a Fellow.

TODAY. I am working toward establishing a long/short value-focused

hedge fund.

TOMORROW. I would like to give back by deploying capital to

underfunded minority enterprises.

TOIGO. I am thankful to be a Fellow, Alumnus, and member of

the Toigo family. The organization has been extremely supportive

throughout my career progression. As an M&A adviser, I developed

strong relationships on both sides of the Atlantic. Currently, as I

expand Public Infrastructure Partners to include buy-side investing,

I am grateful for the network, support, and guidance of Toigo friends

and family.

TODAY. My goal is to capitalize on the continued inability for small

companies to finance growth and operators to finance transitional

real estate assets by being a provider of capital.

TOMORROW. I would like to give back by creating opportunities

for aspiring entrepreneurs of color to receive both funding and

advisory support.

TOIGO. The Toigo Foundation has been supportive of my career

at every stage. APEx training during business school laid the

foundation for professional development; the Toigo network has

provided access to unique employment opportunities; and of

course, the Toigo brand has come to be respected in Corporate

America with respect to business talent.

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Angela Johnson Ford Al Kim

Martha Juarez Shinwoo Kim

Assistant Vice President | Partners Group

Harvard 2009

Vice President | BlackRock

Chicago Booth 2008

Vice President | T. Rowe Price

Wharton 2009

Vice President | BlackRock

UCLA Anderson 2007

TODAY. I am working toward securing Americans’ pensions by

helping plan sponsors build diversified investment portfolios to

weather volatile financial markets.

TOMORROW. I would like to give back by improving the lives

of underserved children through investing in communities that

cultivate academic, creative and spiritual qualities.

TOIGO. Upon meeting a new industry contact, my Toigo affiliation

establishes instant credibility leading to better and more effective

business discussions. Furthermore, I have fostered relationships

with industry peers whom share a common desire to solve complex

problems within the finance industry.

TODAY. My responsibilities involve researching managers and

different investment strategies with the goal of constructing alpha-

generating multi-asset portfolios.

TOMORROW. I envision myself as a key contributor to the growth of

BlackRock’s fiduciary outsourcing business in the US.

TOIGO. The Toigo affiliation has helped broaden my perspective and

deepen my understanding of the institutional asset management

industry by providing me with access to the extensive network of

Toigo alumni, affiliates, and supporters.

TODAY. I am proud to be part of a world-class organization run

with such integrity and excellence as T Rowe Price. Here, my

responsibilities involve making sense of seemingly random data

across the world, making tough decisions on little information, and

assessing risk vs. what the market implies to help us pick the best

energy stocks and maximize value for those who have entrusted us

with their money.

TOMORROW. I would like to give back by being a person who

leverages my resources to further the cause of global justice for the

exploited and helpless and being as influential a mentor to a Toigo

Fellow as my Toigo mentor was to me.

TOIGO. I know without a doubt that I would not be where I am

without my Toigo mentor who invested a tremendous amount of

his personal time and energy to set me on the right trajectory. For

making that possible, I am forever grateful to the Toigo Foundation.

TODAY. I am proud to be a real estate investment professional

whose ultimate responsibility is the fiduciary duty of maximizing

asset value to ensure that teachers, police men and women, and

other individuals committed to service can enjoy a secure and

fruitful retirement.

TOMORROW. I would like to give back by empowering others

to achieve their full potential. I look forward to a time when I

am in a position of social, financial, and civic influence to create

opportunities where others do not see them and inspire the next

generation to harness them.

TOIGO. The Fellowship served as a catalyst for my career

transformation, from being an engineer in public service to an

investment manager in the world of finance. The Toigo network has

served as my well of inspiration for all the things I never imagined

but now know are possible. Every interaction I have with “anything

Toigo” invigorates me with enthusiasm for a brighter future.

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Allen T. Lamb Mina Pacheco Nazemi

Eddie Martin Sandy Padilla

Associate | The Raine Group

MIT Sloan 2010

Partner | Credit Suisse Customized Fund Investment Group

Harvard 2004

Director | CBRE Investors

Columbia 2007

Director | Bank of America Merrill Lynch

Duke Fuqua 2005

TODAY. My goal is to continually strive for excellence within the

digital, media & entertainment, and sports & lifestyle sectors as an

advisor and an investor.

TOMORROW. I envision myself as a harbinger of creativity, ideas and

thought within industry and my community—inspiring others to be

more.

TOIGO. Toigo presented me with a challenge to ‘take the stage’ and

I realized as a Fellow that I was in fact a leader—something that

prior to Toigo I had forced myself to be, but had not yet chosen to

become. Toigo has served as an invaluable laboratory for me, stoking

a courage to constantly invent and discover success through my

own unique sets of skills and talents that may have gone unpaired

otherwise.

TODAY. I am proud to be a successful Latina in private equity. As

someone in a position to serve as an example and help others,

particularly other Latinas, I find great satisfaction in being able

to inspire the next generation, provide access, and empower the

advancement of other Toigo Alums.

TOMORROW. I envision myself as taking on greater responsibility

in the industry to develop opportunities in the emerging markets

(namely Latin America and Africa) and explore the frontiers of

social and environmentally responsible investing.

TOIGO. Initially, representing myself as a Toigo fellow provided a

certain level of credibility and recognition that opened doors and

provided a seat at the table in the financial services community.

Over time, the ability to forge productive relationships with plan

sponsors and leading asset management firms has been accelerated

and produced tangible results.

TODAY. My responsibilities involve analyzing real estate trends

to formulate the investment strategy for a U.S. core real estate

platform, in addition to portfolio management activities, working

with asset management and acquisitions.

TOMORROW. I would like to give back by serving as a mentor to

young professionals interested in a career in real estate finance.

TOIGO. The Toigo Foundation provided me a solid foundation for

a career in real estate through its pre-MBA workshop, professional

development seminars and mentoring program. I am very grateful

and proud to be a Toigo Fellow.

TODAY. My goal is to succeed where I fear failing.

TOMORROW. I hope to achieve responsibilities that today seem far

out of reach.

TOIGO. Toigo was my inroad to where I am professionally today. If

not for the access Toigo provided I do not believe I would have the

long-term career that I currently enjoy at BofA Merrill Lynch.

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Onay Payne Greg Shell

Reginald Sanders Tessie Shih

Director | Clarion Partners

Harvard 2003

Portfolio Manager | GMO, LLC

Harvard 2001

Vice President/Client Advisor | JP Morgan Asset Management

Harvard 2011

Director of Investments | W.K. Kellogg Foundation

Harvard 2002

TODAY. I am proud to be of service to Toigo as a co-president of

the RTF Alumni Association and to my community more broadly; a

partner at Clarion Partners, and one of few black female portfolio

managers at a majority-owned firm.

TOMORROW. I envision myself as a portfolio manager with a long,

successful track record who has helped build several international

investment platforms.

TOIGO. I am incredibly grateful for the contribution Toigo has made

to my life, both professionally and personally. It was via Toigo that I

ended up at Clarion Partners, where I’ve now been thriving for nine

years.

TODAY. My goal is to live a life of purpose, make meaningful

relationships, set a standard of excellent and make a differentiated

impact.

TOMORROW. I envision myself as a man of consequence; someone

others can trust, rely on, accomplish great things alongside and to

occasionally admire.

TOIGO. Toigo has given me a deep reservoir of people who could

point the way for me and whose example I could follow. It has given

me a number of peers who understand my perspective and who

can give me counsel. It has also given me the opportunity to give of

myself to people who can utilize my help.

TODAY. I am proud to be part of an industry that helps firemen and

teachers retire, foundations fulfill their missions, and endowments

provide for their students.

TOMORROW. I envision myself as an individual who continues to

develop my skills and experiences and is able to deploy them in a

way that positively impacts my community.

TOIGO. “Oh, you’re a Toigo fellow!” It’s a great start to a meeting

when someone sitting across the table skims my biography and

exclaims those words. This has happened quite a few times and is

an example of the robust network of Toigo alumni and supporters.

Toigo has provided me with tangible opportunities to refine and

grow my understanding of finance and the asset management

industry.

TODAY. My goal is to be the very best investor, role model, and guide

for my organization.

TOMORROW. I envision myself as a fearless investment professional

who focuses on growing organizations and institutions with noble

causes. I aspire to be a chief investment officer for a large (over $1

billion) nonprofit institutional portfolio.

TOIGO. Being a member of the Toigo family has given me an

experience and perspective that continues to play a critical role

in my career today. I am a prime beneficiary of Toigo’s mission to

change the face of finance. My goal is to help the Foundation further

its mission by passing the benefits that I have received from Toigo

on to the next generation.

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Associate | McKinsey & Co.

Columbia 2011

TODAY. I am proud to be an American who came to this great

nation at a young age, and was given the opportunity to pursue

educational and professional success and supported throughout by

the foresight, generosity, and guidance of those who came before

me.

TOMORROW. I hope to achieve an industry leadership position

defined as much by a commitment to integrity, collaboration,

and helping clients and colleagues achieve alongside me as by

professional success.

TOIGO. The Toigo Fellowship has been a defining experience during

and after my business education at Columbia Business School.

It gave me coaching, mentoring, and role models. It gave me

opportunities and opened doors that many in these times feared

were permanently closed. And most importantly, it gave me some

of the best friends I could ask for in the Toigo Class of 2011.

Coleman Skeeter Tao Tan

Bianca Tabourn Joseph Tanious

Co-Founder | Urbavour

Columbia 2012

Executive Director, Global Market Strategist

JP Morgan Asset Management

Columbia 2009

Vice President | Stockbridge Capital Group

Harvard 2007

TODAY. My goal is to use my business savvy to address complex

problems and create sustainable value.

TOMORROW. I envision myself as a business leader and philanthropist.

TOIGO. I always say the best way to reach great heights is to stand

on the shoulders of giants. My Toigo affiliation provides me the

network I need to reach those heights.

TODAY. My responsibilities involve being a student of the global

economy and capital markets.

TOMORROW. I would like to give back by mentoring and helping

others reach their goals, as people have been there for me

throughout my career.

TOIGO. The Toigo network has been there for me every step along

the way. Having people to guide me, coach me, and advise me

throughout my post-graduate career has been invaluable.

TODAY. I am proud to be an example to young girls of what is

possible through hard work, determination and perseverance.

TOMORROW. I hope to achieve greater scale and reach in my efforts

to empower individuals towards self-sufficiency.

TOIGO. The Toigo Foundation helped me develop a career roadmap.

The organization then provided me with the necessary tools and

resources to not only achieve my goals, but to exceed them. I

credit my interest in real estate private equity, and specifically asset

management, to my Toigo Coach. I still look to my Toigo Mentor for

both personal and professional guidance. And, it was a Togio fellow

and friend who encouraged me to always think and dream “big”

when considering opportunities during and after business school.

These individuals and the organization have played a key role in my

professional aspirations and success and for that I am grateful.

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Karlo Teran Alexandra Wilkis Wilson

Reginald Tucker

Vice President | Discovery Americas

Kellogg 2009

Investment Officer-Alternatives

Connecticut Retirement Plans and Trust Funds

Wharton 2006

Co-Founder and Chief Merchandising Officer | Gilt Group

Harvard 2004

TODAY. I am working toward being a better leader.

TOMORROW. I envision myself leader impacting the community I

live in.

TOIGO. Toigo has been one of the most life changing experiences

I have ever had. I was humbled and honored to be accepted to the

program, but I had no idea how much impact the Toigo family would

have on me until I participated in the APEx Orientation program.

I not only had the chance to meet great peers but also to make

lifelong friends. Toigo supported me to get my summer MBA

internship and was fundamental and making me realize that I need

to follow my gut and pursue my dreams.

TODAY. I am working toward building out emerging allocations in

a manner that will ultimately make them inclusive in all diversified

portfolios.

TOMORROW. I envision myself as a model of potential success to be

achieved through paths not oft chosen.

TOIGO. The Toigo Foundation has not only provided an instant

network of deeply experienced and well pedigreed and positioned

minority professionals, but also has given me an additional stamp

of credibility that has helped open doors and move forward

conversations that I may not have otherwise been afforded the

opportunity to pursue.

TODAY. I am proud to be an entrepreneur.

TOMORROW. I envision myself as an entrepreneur encouraging

others to incorporate entrepreneurship into their lives and careers.

TOIGO. By opening its doors to me, Toigo has made it possible

for me to take active part in the invaluable community of diverse

business executives and leaders.

Barry ZhangChief Executive Officer | Quantico Energy Solutions

Kellogg 2006

TODAY. I am working toward building a new energy technology

company that increases the production of unconventional oil and

gas assets.

TOMORROW. I hope to achieve success applying US technologies to

help make energy more available in China, where I was born.

TOIGO. The Toigo Foundation has taught me how to apply a

framework to develop myself professionally and personally,

including the way I think, my self-confidence and leadership skills.

For example, seven years after b-school, I still go to my Toigo coach

to bounce ideas off of. He and others within the Toigo network have

given me the unique privilege of learning from their professional

experiences. This generosity and openness cannot be matched by

any other professional group that I’m affiliated with, and in my view,

is one of the true cornerstones of being part of the Toigo family.

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Valerie B. Jarrett is a Senior Advisor to President Barack Obama. She oversees the

Offices of Public Engagement and Intergovernmental Affairs and chairs the White

House Council on Women and Girls.

Prior to joining the Obama Administration, she was the Chief Executive Officer of

The Habitat Company. She also served as Co-Chair of the Obama-Biden Presidential

Transition Team, and Senior Advisor to Obama’s presidential campaign.

Ms. Jarrett has held positions in both the public and private sector, including

the Chairman of the Chicago Transit Board, the Commissioner of Planning and

Development for the City of Chicago, and Deputy Chief of Staff for Mayor Richard M.

Daley. She also practiced law with two private law firms.

Jarrett also served as a director of corporate and not for profit boards, including

Chairman of the Board of the Chicago Stock Exchange, Director of the Federal

Reserve Bank of Chicago, and Chairman of the University of Chicago Medical Center

Board of Trustees.

Jarrett received her B.A. from Stanford University in 1978 and her J.D. from the

University of Michigan Law School in 1981.

SENIOR ADVISOR TO PRESIDENT BARACK OBAMA

Valerie Jarrett

Featured Presentation

David M. Rubenstein

Co-Founder and Co-Chief Executive Officer | The Carlyle Group

Interviewed By

is a proud partner of

The Robert Toigo Foundation

Vista Equity Partners approximately $6.6 billion in capital commitments under management

S A N F R A N C I S C O . C H I C A G O . A U S T I N

www.vistaequitypartners.com

Proud Supporters of Toigowww.carlyle.com

DiversitySTRONGER through

We are proudto support the

Robert ToigoFoundationand its commitment to leadership diversity and advancement

Today.Tomorrow.Toigo.

201 Spear Street, 14th FloorSan Francisco, CA 94105

415.356.2500www.macfarlanepartners.com

Institutional Investment

in Smart Growth,

Urban Revitalization

and Sustainable Development

Palladium Equity Partners Celebrates the Accomplishments of The Robert Toigo Foundation

Palladium is a middle-market private equity

firm focused on U.S. buyouts. Founded

in 1997, Palladium seeks to acquire and

build companies in partnership with experienced

management teams, with a special focus on

companies benefiting from the growth in the U.S.

Hispanic population. Palladium has invested

$1.0 billion of capital in more than 30 portfolio

companies in the financial services, business

services, food, restaurant, healthcare, industrial,

and media industries. The firm has approximately

$1.4 billion of assets under management.

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

Dozens of Industry Pioneers. Hundreds of Inspiring Moments.Unlimited Networking Potential.

December 5, 2013Hilton New York | New York, New York

Groundbreakers is a one-day forum for women in leadership—and those on

their way. We’re bringing together women from all areas of finance (including

members of corporate finance teams) to explore groundbreaking leadership

styles and connect with other women driving change in the industry and

beyond. Groundbreakers is a day filled with networking and fresh thinking,

insights for mapping your career and making a difference.

AN INVESTMENTFOR TODAY ANDTOMORROWBlackRock is proud to support the Toigo Foundation 12th Annual Gala.

We commend the Toigo Foundation for the meaningful impact its work has on encouraging talent and creating a positive impact on the financial industry through its commitment to leadership diversity and advancement. We congratulate Martha Juarez and Al Kim for being honored as part of the “40 Under 40” and salute their extraordinary contributions to the industry.

Jarrod Fong (Chicago ‘96), Chair | Managing Director and Portfolio Manager, JP Morgan Asset Management

Roland Merchant (Columbia ‘01), Vice Chair | Director, Eastdil Secured

Andrea Almeida Mack (UCLA ‘94), Treasurer | Portfolio Manager, Western Asset Management Company

Tessie Shih (Harvard ‘11), Secretary | Vice President/Client Advisor, JP Morgan Asset Management

Aida Soto (UC Berkeley Haas ‘00), Finance Committee Chair

Adrienne Martinez (Cornell ‘08) | Associate, Deutsche Bank Asset Management

Allen Lamb (MIT Sloan ‘10) | Associate, The Raine Group

Onay Payne (Harvard ‘03) | Director, Clarion Partners

Nicole Pullen Ross (Columbia ‘99) | Managing Director, Goldman Sachs

Ralph Taylor Smith (MIT Sloan ‘02) | Partner, Battelle Venture Partners

Greg Shell (Harvard ‘01) | Portfolio Manager, GMO

Simon Lee (Harvard ‘99) | Managing Director, Sapience Capital Partners

Toigo Alumni Endowment Board of Directors

The Board of Directors of the Toigo Alumni Endowment applauds the Foundation for its continuing support to the post graduate needs of its Fellows through the Toigo Institute and tonight’s event. We are proud to lead the initiative of financial giveback to the organization that has done so much for us by building a fund which supports this organization in years ahead. With our 2012 to 2015 campaign, we have set our sights on increasing this fund to the $1M level and beyond in future years. Our enduring respect and belief in the Toigo mission energizes our efforts to make a significant statement through dedication of our time and financial investment. Learn more at http://alumniendowment.toigofoundation.org.

Building a Legacy of Leadership for the Future of Toigo Fellows

Our associates are our most valuable asset.As an investment management firm with clients and associates located around the world, diversity is integral to our success. We believe that attracting, developing, and retaining associates—with unique perspectives, backgrounds, and experiences—creates an environment that brings out our best, resulting in better solutions for our clients.

T. Rowe Price is proud to support the Robert Toigo Foundation.

To learn more, visit: troweprice.com/careers

Focused on the Future of Real Estatewww.aew.com

AEW is proud to support

The Robert TOIGO Foundation

KKR is proud to support the Robert Toigo Foundation in its mission to foster educational, leadership development and career opportunities for diverse finance professionals.

You always look at the world a little differently. It’s that unique thinking we look for at

Bank of America. Join our team, and we’ll give you access to a challenging career path —

and expect you to seize it and make it your own. We’ll consider your perspective and stretch

your viewpoint with training and mentorship. And by joining one of the world’s leading

financial institutions, you’ll have the global stage to go places you’ve never envisioned.

Bank of America is proud to sponsor The Robert Toigo Foundation.

Visit bankofamerica.com/careers to connect with our team.

Bank of America, N.A., Member FDIC. ©2013 Bank of America Corporation. AR199930

Perspective

You always look at the world a little differently. It’s that unique thinking we look for at

Bank of America. Join our team, and we’ll give you access to a challenging career path —

and expect you to seize it and make it your own. We’ll consider your perspective and stretch

your viewpoint with training and mentorship. And by joining one of the world’s leading

financial institutions, you’ll have the global stage to go places you’ve never envisioned.

Bank of America is proud to sponsor The Robert Toigo Foundation.

Visit bankofamerica.com/careers to connect with our team.

Bank of America, N.A., Member FDIC. ©2013 Bank of America Corporation. AR199930

Perspective

bnymellon.com

©2013 The Bank of New York Mellon Corporation.

At BNY Mellon, we believe that giving back

to the community yields the greatest return.

BNY Mellon is proud to support the

Robert Toigo Foundation.

The greatest return on investment.

For more information, please visit www.artemisrep.com

Washington, D.C. New York City Los Angeles

Artemis is proud to support


and Toigo’s mission to reach and support a broad base of minority and women finance professionals to advance into leadership roles.

Artemis is among the first majority women-owned real estate private

equity funds. �e company, headquartered in metropolitan Washington,

D.C., is a real estate investment management firm that seeks to invest

with best-in-class local operating partners, both established and

emerging, in multifamily, office, industrial, retail and senior housing

across opportunistic, value add and enhanced core strategies.

© 2013. 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. 2013-0042 A4099

Prudential Investment Management is proud to sponsor the

ToIgo 12Th AnnuAl gAlA.

CongRATulATIons To TonIghT’s dIsTInguIshed honoRees.

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Proud to Support


StepStone is a global private equity specialist that oversees

more than $50 billion of private equity allocations, including

over $10 billion of assets under management

NEW YORK LONDON SAN DIEGO BEIJING www.stepstoneglobal.com

Proud supporter of Toigo's 12th Annual Gala.We believe investing to advance equality for minority and women finance professionals is one of the best investments we can make.credit-suisse.com

Breaking new ground. Accelerating opportunity.

©2013 CREDIT SUISSE GROUP AG and/or its affiliates. All rights reserved.

TOIGO 2013Groundbreakers.indd 1 3/27/13 4:48 PM

385 Colorado Blvd., Pasadena, CA 91101 626.844.9400

www.westernasset.com

PASADENA NEW YORK SÃO PAULO LONDON DUBAI HONG KONG SINGAPORE TOKYO MELBOURNE

*As of March 2013

12th Annual Toigo GalaWestern Asset is pleased to help sponsor the

Western Asset is a global fixed income investment firm with over $459 billion* in assets under management.

We are committed to understanding the needs of each client, identifying investment solutions and delivering superior long-term investment results.

Western AssetGlobal breadth.

Local depth.

Wealth & Investment Management | Trust & Estate Services | Private Banking | Family Office Services

After over 120 years of meeting clients’ financial needs, we can recognize a great investment when we see one. That’s why we’re proud to support Toigo Foundation’s 2013 Gala.

For more information, visit northerntrust.com.

We know what investments are worth. Education is invaluable.

nt1029alt_TF_5.25x7.6875.indd 1 4/29/13 7:55 AM

Adams Street Partners

is proud to support the

Robert Toigo Foundation

As an investment management firm, we understand the importance of investing in people

and supporting their needs and interests

www.AdamsStreetPartners.com

The Difference in Private Equity CHICAGO | LONDON | MENLO PARK | SINGAPORE | BEIJING

Adams Street Partners

is proud to support the


As an investment management firm, we understand the importance of investing in people

and supporting their needs and interests

www.AdamsStreetPartners.com

The Difference in Private Equity CHICAGO | LONDON | MENLO PARK | SINGAPORE | BEIJING

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TOIGO Ad Revision - No charge to client.

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Barclays offers premier investment banking products and services to its clients through Barclays Bank PLC. Barclays Bank PLC is authorisedand regulated by the UK Financial Services Authority and is a member of the London Stock Exchange. Barclays Bank PLC is registered inEngland No. 1026167. Registered Office: 1 Churchill Place, London E14 5HP.

Barclays is a proud sponsor ofthe 12th Annual Toigo Gala

At Barclays, your unleashed potential is our most powerful asset.Your ideas, ambition and talent have the power to drive the futureof our business. We reward your commitment by offering you unparalleled training, support and global opportunities – becausewe see cultivating top talent as a critical business priority, not justa nice-to-have. So expect to be stretched. Expect to go further,faster and higher. And expect to have your potential fulfilled.

Exceed your expectations at barclays.com/seeyourself

Investment Bank

Landmark Partners is Proud to Support


Landmark is a private equity and real estate investment company specializing in secondary funds. Formed in 1989, the firm has one of the longest track records in the industry and is a leading source of liquidity to owners of interests in venture, mezzanine, buyout, and

real estate limited partnerships

Battelle Venture Partners LLC and

General Partner Ralph E. Taylor-Smithsalute and congratulate


Battelle Venture Partners is an early-stage technology private equity investments firm currently managing $255Million over two funds since 2003. Investment areas of focus include: IT, Security & CommTech, Advanced Materials & NanoTech, BioTech, Energy & CleanTech.Ralph Taylor-Smith joined Battelle in 2004; he is an alumnus of the Toigo Foundation Fellows Program (MIT Sloan MBA 2002) and Mentor to past Fellows: Jason Brown, University of Chicago MBA 2009; and Ghazal Badiozamani, Wharton MBA 2010.

http://www.battelleventures.com/ralph.html

WE ARE HONORED TO PARTNER

WITH THE TOIGO FOUNDATION

AND CONGRATULATE THEM

ON THEIR VALUABLE MISSION

Women’s Alternative Investment SummitNovember 7 – 8, 2013

The Pierre, New York City

Women’s Private Equity SummitMarch 13 – 14, 2014

The Ritz-Carlton, Half Moon Bay, California

www.WomensAlternativeInvestmentSummit.com | www.WomensPrivateEquitySummit.com

Proud Supporter of the Robert Toigo Foundation

Separate Account Specialist Lower Mid-Market Buyout

and Venture Capital We salute TOIGO initiatives in support of an emerging, multi-ethnic world.

www.progressinvestment.com

ROBERT TOIGO FOUNDATION

ROBERT T O I G O FOUNDATION

Progress Investment Management Company is a manager of emerging managers. We give investors hungry for excess returns new and diverse ways to generate alpha by providing expert access to undiscovered investment talent.

Progress…a proud supporter of the12th Annual Toigo Gala

KnowledgeExperienceIntegrity

Callan Is Proud To Support


www.callan.com

Biv”i*um\: a place where two roads meet[Latin]

44 Montgomery Street, Suite 4250|San Francisco, California 94104| Telephone: 415.825.0616

Bivium Capital is pleased to announce our 3rd Annual Investor Summit

in Cooperation with The Robert Toigo Foundation in San Francisco, CA on October 2nd, 2013.

Global Trends Shaping the 21st Century: Preparing for Tomorrow’s

Challenges

For more information please visit our website at www.BiviumCapital.com

We congratulate The Robert Toigo Foundation on its 24th Anniversary and for its positive

impact on the leaders of today and tomorrow.






Challenges









Challenges









Challenges




Hamilton Lane is proud to support the

For information contact:Paul Yett, Managing Director

P: 415.365.1057 | E: [email protected] California Street Suite 400

San Francisco, CA 94111 www.hamiltonlane.com

12th Annual Gala

Today.Tomorrow.Toigo.

Contact Lynn Haffner, Managing Director [email protected] Bus. (203) 504-1433 Mob. (802) 366-0514 Joe Hernandez, Managing Director [email protected] Bus. (203) 905-5385 Mob. (312) 351-3351

A Franklin Templeton Investments company This is not an offer to sell or a solicitation of an offer to buy an interest in any of the funds advised by K2.

K 2 A D V I S O R S is pleased to be a sponsor of the

TOIGO 12th Annual Gala 2013

Stamford, CT New York, NY Hong Kong, SAR Tokyo, Japan Sydney, Australia

K2 is a global provider of hedge fund investment advisory products and solutions

GUGGENHEIM PARTNERS

BELIEVES IN THE POWER OF

STRENGTH THROUGH DIVERSITY

AND INCLUSION. WE SUPPORT

THE ROBERT TOIGO FOUNDATION

AND ITS EXEMPLARY WORK TO

ADVANCE LEADERSHIP DEVELOPMENT

AND ACCELERATE CAREER

OPPORTUNITIES FOR DIVERSE

FINANCIAL PROFESSIONALS.

AllianceBernstein is proud to sponsor

The Robert Toigo Foundation2013 Gala

AllianceBernstein is a global asset management firm that provides a wide range of investment management services to a broad spectrum of institutions, retail investors, and high net worth individuals. Our clients are located across 50+ countries throughout the Americas, Europe, Asia and the Pacific Rim and have highly diverse risk profiles, tax regimes, domiciles, currency preferences and return objectives.

The scope and depth of our research and portfolio manage-ment expertise permit us to offer a wide range of actively managed services across the risk/return spectrum in every major market globally.

Liz Smith

Senior Managing Director—Public Funds

212.969.1168

[email protected]

iClearlake Capital Group

s proud to support the Robert Toigo Foundation

www.clearlakecapital.com

Santa Monica, CA

Clearlake Capital Group, L.P. is a private equity firm focused on special ituations such as corporate divestitures, recapitalizations, buyouts, restructurings, turnarounds and other equity investments. Clearlake seeks to partner with world-class management teams by providing patient, long-term capital and operational expertise to invest in businesses going through change. Clearlake’s founding principals have led over 50 investments totaling more than $3 billion of capital in sectors including technology, healthcare, energy and power, communications and media, business services, retail/consumer, and manufacturing.

A New Perspective on Value Auldbrass Partners is proud to be included as a sponsor of the

The Robert Toigo Foundation’s 12th Annual Gala

At Auldbrass, we recognize the importance of a different point of view. Our firm is comprised of men and women from different backgrounds with a common dedication to excellence. We share this dedication with Toigo and look forward to growing together.

230 PARK AVENUE NEW YORK NY 10169 WWW.CLARIONPARTNERS.COM

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

INVESTMENTS BUILT ON EXCEPTIONAL

JUDGMENT

REAL ESTATE INVESTMENT MANAGEMENT

CLARION PARTNERS

IS

PROUD TO JOIN

TOIGO

IN CELEBRATING ITS

12TH ANNUAL GALA

A Proud Supporter of the


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

A Global Leader of Investment Advisory Services

SSgA embraces inclusion, diversity, and

employee engagement.

© 2013 State Street Corporation. All Rights Reserved. ID2491-INST-3831 0413

SSgA is a proud sponsor of the TOIGO Foundation

ID2491-INST-3831_TOIGO Half Page Ad_v4_as.indd 1 4/22/13 9:41 AM

Morgan Stanley is proud to support the

2013 TOIGO Gala and Congratulates the Fellowship Recipients

Diversity. It’s not an obligation—it’s an opportunity.

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COMPJOB INFORMATION

PROJ. NO.: 7538388

JOB NAME: HR Rodriguez Toigo Gala Ad

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NEPC currently consults to 314 clients, representing $716 billion in assets. We help our clients achieve their investment goals and objectives through the design and implementation of diversified investment programs and innovative solutions to improve capital preservation and minimize downside investment risk. Our full service retainer relationships are characterized by an extraordinary service commitment, featuring ready access to our staff and resources, state-of-the-art technology, and comprehensive solutions to our clients’ investment needs.

RICHARD M. CHARLTON, CHAIRMAN MICHAEL P. MANNING, CFA, CAIA, MANAGING PARTNER One Main Street, Cambridge, MA 02142 tel﹕ 617﹒374﹒1300 fax﹕ 617﹒374﹒1313 www.nepc.com C A M B R I D G E | A T L A N T A | C H A R L O T T E | C H I C A G O | D E T R O I T | L A S V E G A S | S A N F R A N C I S C O

NEPC is a Proud Sponsor of the Robert Toigo Foundation

12th Annual Gala

REGISTERED INVESTMENT ADVISOR

WELLSPRING CAPITAL MANAGEMENT, LLC

is proud to support


COVINGTONCOVINGTONAt Covington, we recognize the strength that comes from

diversity in the workplace. We are proud to support

Toigo’s 12th Annual Gala

and applaud the Toigo Foundation for its commitment to leadership diversity and advancement of women and

minorities in the financial services sector.

BEIJING | BRUSSELS | LONDON | NEW YORK | SAN DIEGO | SAN FRANCISCO

SEOUL | SHANGHAI | SILICON VALLEY | WASHINGTON | WWW.COV.COM

Life Insurance. Retirement. Investments.

At New York Life, we recognize that

employees’ unique qualities often lead to

innovation, positive change, and a more

productive and dynamic workplace.

New York Life is proud to sponsor The Robert

Toigo Foundation and their 12th Annual Gala

in celebration of their work and mission.

For more information, visit us at:

newyorklife.com/diversity

Take time to recognizethe good around you.

#68

© 2013 New York Life Insurance Company, 51 Madison Avenue, New York, NY 10010

BLACKSTONE CHARITABLE FOUNDATION AD

New York • Atlanta • Boston • Chicago • Dallas • HoustonLos Angeles • San Francisco • Menlo Park

London • Beijing • Dubai • Dublin • Düsseldorf • Hong Kong Istanbul • Mumbai • Paris • São Paulo • Seoul • Shanghai Singapore • Sydney • Tokyo

www.blackstone.com

We proudly support

TheRobert ToigoFoundationand their efforts to bring increased diversity to the finance industry

2012_Toigo_Foundation.ai 1 5/3/2012 9:53:27 PM

NEWEST CLASS OF TOIGO ALUMNI

GRADUATING CLASS OF 2013

Didier Acevedo, Chicago - BoothEjim Achi, Yale Mauricio Agudelo, YaleAndreea Akerele, Harvard Angela Aldrich, StanfordIsmoila Alli-Balogun, WhartonEduardo Arguello, Harvard Juan Avendano, NYU SternRochelle Ballard, ColumbiaDonald Beamer, WhartonVasco Bilbao-Bastida, WhartonBrett Bonet, Chicago - BoothJonathan Bournigal, HarvardMarvis Burns, WhartonAlvin Butler, NYU SternRoxana Canales, WhartonLaura Cervantes, Stanford GSBHayley Chan, StanfordZuriel Chavez, HarvardAnchi Chern, Harvard Luke Chernosky, WhartonMatthew Chesnut, Harvard Alan Chung, WhartonAnddria Clack, Harvard Marisa Clark, HarvardMelissa Clinton, WhartonAlaric Craig, Wharton Miceh Cumpian, WhartonMichael Curry, Chicago - BoothBrandon Davis, Carnegie Mellon Raina Dong, WhartonTeo Edgerton-Benitez, BoothChristopher Eldridge, Wharton Johnson Elugbadebo, MIT Sloan Christopher Emba, Stanford Oyebode Fajobi, Dartmouth - TuckRonald Falcon, Chicago - Booth

Sylvester Fejokwu, Darden Glenys Fernandez, EmoryJernine Fernando Kim, UCLAAlicia Figueroa, WhartonStephanie Frias, Harvard Alexis Garcia, Dartmouth - TuckLuther Gatewood, Stanford Esteban Gomez, NYU SternMiroslavo Gumpel, WhartonNikoa Ham, Columbia Dean Hamilton, NYU SternEda Henries, ColumbiaAlbert Hicks, Jr., NYU SternLorenza (Lonnie) Hill, Cornell Simone Hill, StanfordAlex Holiday, ColumbiaPerry Hollowell, Chicago - BoothNatalie Hooper, MIT SloanOghale Ighoavodha, HarvardCarolyn Inoa, Chicago - BoothMohammad Jhaveri, StanfordRashan Jibowu, Wharton Khalilah Karim, WhartonChloe Kelley, Chicago - BoothAnjelica Kelly, ColumbiaAlvaro Lacayo, Columbia Nike Lawrence, Harvard Leidy Lebron, DardenAnthony Lee, KelloggMegan Lerchenmuller, WhartonJuan Leung Li, Harvard Nicolas Levin, Columbia Hellen Mbugua, Dartmouth - TuckJanelle McDonald, HarvardSimeon McMillan, Columbia Diogenes Mejia, Columbia

Sharde Miller, Vanderbilt Owen Warren Min, Harvard Julian Moncrief, YaleJoseph Monteleone, TuckMenna Mulugetta, StanfordJerome Nichols, II, Chicago-BoothLauren Ochoa, HarvardPeter Oden, WhartonMarcos Ortiz, MIT SloanAndrew Padilla, Columbia Christopher Porras, WhartonMichael Porter, Harvard Momei Qu, Harvard Trevor Ronderos, Michigan RossAllen Ruiz, HarvardJoseph Ryu, Chicago - BoothRodrigo Sanchez-Rios, StanfordJesalyn Shen, WhartonBen Shephard, WhartonJason Shih, MIT SloanVictor Siu, WhartonRyan Smith, Stanford Jonathan Sterlin, Columbia David Tafuna, KelloggMichael Trejo, HarvardJerry Varnado, Columbia Sergio Villegas, UC Berkeley/HaasShelby Washington, KelloggIsa Watson, MIT SloanAnthony Webb, Yale Kwame Webb, WhartonChenae White, Dartmouth - TuckAlan Wong, HarvardBelinda Wong, WhartonRen Lu You, Harvard Sheldon Young, MIT Sloan

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 2013 now joins of the most dynamic professional network in the nation—The Toigo Alumni Association.

Congratulations

With its14 offices worldwide, over 160 professionals, 30 nationalities and fluent in 28 languages, Capital Dynamics supports the Toigo mission to promote career opportunities for diverse professionals through excellence, ethical integrity and engagement.

Clean Energy & Infrastructure. Secondaries. Middle Market Private Equity.

www.capdyn.com

Capital Dynamics is a proud supporter of The Robert Toigo Foundation and salutes our colleagues Bill Lomax and Jack Foster, Toigo Alumni.

«Your bridge to the world of private assets.»

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Each year, a major focus of the Foundation’s work is the selection, development

and support of incoming minority MBA candidates—Toigo Fellows. This year’s

class includes 47 first year MBA candidates representing many of the nation’s most

prominent MBA programs. Join us in congratulating them as they join the Toigo

family and begin their careers in finance.

Proceeds from tonight’s event help support the scholarships awarded by

Toigo to these promising individuals.

NEWEST CLASS OF TOIGO FELLOWS

MBA CLASS OF 2015

Welcome

Jonathan LeStern

Mario AntwineYale

Juan AgudeloColumbia

Bria BaileyColumbia

Krystal BarkerWharton

Lorenzo BrooksStanford

Matthew CanoStanford

Joshua ButlerCornell

Craig CarterWharton

Tracey ChuWharton

Ruben Cotti-LowellTuck

Daniel EspinosaKellogg

Leah EndalkatchewHarvard

Mateo GarciaTuck

Anthony HardyWharton

Richard HemmingsColumbia

Roberto HernandezWharton

Kenny HernandezWharton

Brandon HoffmanWharton

Dennis HongHarvard

Antonio KeyWharton

Melissa LopezCarnegie Mellon

Ryan LewisHarvard

Christopher MaloneHarvard

Adia MatthewsHarvard

Alexis MauleStanford

Jared MurphyStanford

L. Shelton McCulloughColumbia

Christian OkoyeStanford

Elise PolezelHarvard

Robert RamirezColumbia

R. Derek ReyDarden

Daniel RamirezColumbia

Kiesean RiddickStern

Cindy RiveraColumbia

Phillip RobinsonUNC Kenan-Flagler

Hugo SantillanYale

Kenneth SalasHarvard

Travis ShermanFuqua

Selena SingletonHarvard

Jorge SorianoFuqua

Tricia TorresKellogg

Kilian TomsHarvard

George Wilson IIColumbia

L. Jasper WrightTuck

Yi YangTuck

Candid LithoPRINT PRODUCTION

FloraliaDECOR

Four DesignGRAPHIC DESIGN

Harlem VintageWINE SELECTION

Intelligent LightingEVENT LIGHTING

PSAV Presentation ServicesAUDIO VISUAL AND LIGHTING

Segesta CommunicationsEVENT PRODUCTION

Frank Monkiewicz PhotographyPHOTOGRAPHY

Stephen Ladner PhotographyPHOTOGRAPHY

Tisha DoreMEDIA AND PRESS CONSULTANT

Special ThanksThe Toigo Foundation gratefully acknowledges the following for their support and involvement in the success of the 2013 Gala.

A 38-year-old San Antonio native, Mayor Julián Castro is the

youngest mayor of a Top 50 American city. First elected on May

9, 2009, Mayor Castro handily won re-election for a third term

in 2013.

Throughout his tenure, Mayor Castro has focused on attracting well-paying jobs in

21st century industries, positioning San Antonio to be a leader in the New Energy

Economy and raising educational attainment across the spectrum. In 2011, the Milken

Institute ranked San Antonio the nation’s top-performing local economy.

Mayor Castro created SA2020, a community-wide visioning effort turned nonprofit

that has galvanized thousands of San Antonians around a simple, powerful vision for

San Antonio—to create a brainpower community that is the liveliest city in the nation.

Under his leadership, the city in 2010 opened Café College, a one-stop center

offering high-quality guidance on college admissions, financial aid and standardized

test preparation to any student in the San Antonio area. In its first year, Café College

served more than 5,000 area students, spurring an expansion of the facility in 2011.

In November 2012, Mayor Castro led a voter-approved public referendum that will

expand high-quality Pre-K services to more than 22,000 San Antonio four-year-olds

over the next eight years.

In March 2010, Mayor Castro joined executives from Google and Twitter in being

named to the World Economic Forum’s list of Young Global Leaders. Later that year,

Time magazine placed him on its “40 under 40” list of rising stars in American politics.

Mayor Castro earned his undergraduate degree from Stanford University with honors

and distinction in 1996 and a juris doctorate from Harvard Law School in 2000. In

2001, at the age of 26, Castro became the youngest elected city councilman at that

time in San Antonio history.

Featured Remarks

MAYOR OF THE CITY OF SAN ANTONIO

The Honorable Julián Castro

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Toigo 2013 Gala Program Book

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