Founder and Managing Member
Founder and Managing Member
Director of Finance
Chairman, K.E.S. Management
After a long and distinguished career with Bank of America, including serving as Vice Chair of the Board and Chief Financial Officer, Mr. Frick formed K.E.S. Management, an investment management firm. He currently serves on the board of Responsys (NASDAQ: MKTG) and five private boards, including Charles Schwab Bank, a subsidiary of The Charles Schwab Corporation, and Lucas Film Limited. Mr. Frick holds a BS in Civil Engineering and an MBA from Washington University in St. Louis, Missouri.
Director, Hoover Institution on War, Revolution and Peace, Stanford University
In September 2015, Dr. Gilligan assumed the role of the Tad and Dianne Taube Director of the Hoover Institution. Previously, Dr. Gilligan was the tenth dean of the McCombs School of Business at The University of Texas at Austin. Prior to joining McCombs, he held several key positions at the Marshall School of Business at the University of Southern California. He was the recipient of a National Fellowship at the Hoover Institution of War and Peace and was a staff economist at the Council of Economic Advisors in the White House under President Ronald Reagan. Dr. Gilligan earned his BA at the University of Oklahoma and his PhD in Economics at Washington University in St. Louis, Missouri.
Chairman & CEO, Seabridge Investment Advisors
Mr. Keith founded Seabridge Investment Advisors, an SEC registered investment advisory firm, after serving as Vice Chairman and Chief Investment Officer of The Prudential Insurance Company of America. He is a Trustee of The Howard Hughes Medical Institute and serves on the board of AEA Investors, a $5 billion private equity investment company. Mr. Keith holds Chartered Financial Analyst and Chartered Financial Consultant designations. He is a graduate of Georgia Tech and was inducted into the Georgia Tech Engineering Hall of Fame in 1997. Mr. Keith received an MBA, with distinction, from Harvard Business School.
Founding Partner, CapRidge Partners
Mr. LeBlanc recently retired as Senior Managing Director for the Teachers Retirement System of Texas, where he was responsible for managing the $45 billion private equity and real estate portfolio. During his tenure at TRS, Steve and his team made over $30 billion in commitments in the alternative asset space. He recently co-founded CapRidge Partners to make value-added investments in strategic real estate assets in Texas. Previously, Mr. LeBlanc served as CEO of Summit Properties, a publicly traded REIT. Mr. LeBlanc earned his BBA in Real Estate and Finance from The University of Texas.
Senior Partner, J.H. Whitney
Mr. O’Brien has spent the past two decades with, and is currently a senior partner of, J.H. Whitney, one of the oldest and most storied private equity partnerships. Prior to Whitney, Dan was with Coopers & Lybrand, LLP, where he served as chairman of their National Entrepreneurial Advisory Services practice that worked exclusively with rapidly growing mid-sized companies and Small Business Investment Companies (SBICs). He is a graduate of Fordham University and a Certified Public Accountant.
Former Professional Golfer
Mr. Ogilvie is a former touring professional golfer with five professional wins including the 2007 U.S. Bank Championship. He was an All-American and All-ACC college golfer at Duke University where he majored in economics. Named “Brightest Guy on Tour” in a 2009 Golf Digest survey, Mr. Ogilvie founded Ogilvie Capital in 2007, an investment advisory firm and later joined Wallace Capital Management as a long-only value manager in September 2014.
Former CEO and Chairman, Credit Suisse First Boston
Formerly CEO and Chairman of Credit Suisse First Boston, Mr. Wheat is widely regarded as being one of the most influential finance professionals in the derivatives business. Mr. Wheat began his career at Chemical Bank, was in the finance and treasury group at General Foods and launched Bankers Trust derivatives initiative in 1982. He holds a BS in Economics from the Wharton School of the University of Pennsylvania and an MBA from New York University’s Stern School of Business.