William E. Conway Jr. Founder and Co-Chief Executive Officer
Mr. Conway is a founder and Co-Chief Executive Officer of Carlyle. He is also the firm's Chief Investment Officer. Prior to forming Carlyle in 1987, Mr. Conway was the Senior Vice President and Chief Financial Officer of MCI Communications Corporation ("MCI"). Mr. Conway was a Vice President and Treasurer of MCI from 1981 to 1984. Mr. Conway received his B.A. from Dartmouth College and his M.B.A. in finance from the University of Chicago Graduate School of Business. He served as the Chairman of the Board of Nextel Communications, Inc. and United Defense Industries, Inc. Mr. Conway has also served on the Board of Directors of Hertz Global Holdings, Inc. as well as several private companies in which Carlyle had significant interests.
Daniel A. D'Aniello Founder and Chairman
Mr. D'Aniello is a founder and Chairman of Carlyle. Prior to forming Carlyle in 1987, Mr. D'Aniello was the Vice President for Finance and Development at Marriott Corporation for eight years. Before joining Marriott, Mr. D'Aniello was a financial officer at PepsiCo, Inc. and Trans World Airlines. Mr. D'Aniello is a 1968 magna cum laude graduate of Syracuse University, where he was a member of Beta Gamma Sigma, and a 1974 graduate of the Harvard Business School, where he was a Teagle Foundation Fellow. Mr. D'Aniello is a member of The Council for United States and Italy; the Lumen Institute; the U.S. China CEO and Former Senior Officials' Dialogue of the U.S. Chamber of Commerce; the Board of Trustees of the American Enterprise Institute for Public Research; the Board of Trustees of Syracuse University; the Chancellor's Council; the Corporate Advisory Council to the Martin J. Whitman School of Management; and the Board of Directors of the Wolf Trap Foundation of the Performing Arts. Mr. D'Aniello also currently serves and has served as chairman and/or director of several private companies in which Carlyle has or had significant investment interests.
David M. Rubenstein Founder and Co-Chief Executive Officer
Mr. Rubenstein is a founder and Co-Chief Executive Officer of Carlyle. Prior to forming Carlyle in 1987, Mr. Rubenstein practiced law in Washington, D.C. with Shaw, Pittman, Potts & Trowbridge LLP (now Pillsbury, Winthrop, Shaw Pittman LLP). From 1977 to 1981 Mr. Rubenstein was Deputy Assistant to the President for Domestic Policy. From 1975 to 1976, he served as Chief Counsel to the U.S. Senate Judiciary Committee's Subcommittee on Constitutional Amendments. From 1973 to 1975, Mr. Rubenstein practiced law in New York with Paul, Weiss, Rifkind, Wharton & Garrison LLP. Mr. Rubenstein is a 1970 magna cum laude graduate of Duke University, where he was elected Phi Beta Kappa. Following Duke, Mr. Rubenstein graduated in 1973 from The University of Chicago Law School. Among other philanthropic endeavors, Mr. Rubenstein is the Chairman of the John F. Kennedy Center for the Performing Arts, a Regent of the Smithsonian Institution, President of the Economic Club of Washington and on the Boards of Directors or Trustees of Duke University (Vice Chair), Johns Hopkins University, University of Chicago, the Brookings Institution (Vice Chair), the Lincoln Center for the Performing Arts, the Council on Foreign Relations and the Institute for Advanced Study.
Glenn A. Youngkin Chief Operating Officer
Mr. Youngkin is Chief Operating Officer of Carlyle and serves on Carlyle's Management Committee. From October 2010 until March 2011, Mr. Youngkin served as Carlyle's interim principal financial officer. From 2005 to 2008, Mr. Youngkin was the Global Head of the Industrial Sector investment team. From 2000 to 2005, Mr. Youngkin led Carlyle's buyout activities in the United Kingdom and from 1995 to 2000, he was a member of the U.S. buyout team. Prior to joining Carlyle in 1995, Mr. Youngkin was a management consultant with McKinsey & Company and he also previously worked in the investment banking group at CS First Boston. Mr. Youngkin received a B.S. in mechanical engineering and a B.A. in managerial studies from Rice University and an M.B.A. from the Harvard Business School, where he was a Baker Scholar. Mr. Youngkin currently serves on the Board of Directors of Kinder Morgan, Inc. as well as several other Carlyle portfolio companies. Mr. Youngkin also serves on the Board of Trustees of the Langley School and AlphaUSA and the Board of Directors of the Rice Management Company.
Adena T. Friedman Chief Financial Officer
Ms. Friedman is Chief Financial Officer of Carlyle and has served in such capacity for Carlyle since March 2011. Prior to joining Carlyle in March 2011, Ms. Friedman was the Chief Financial Officer and Executive Vice President of Corporate Strategy for The NASDAQ OMX Group, Inc. In August 2009, Ms. Friedman assumed the role of CFO, responsible for all financial, tax, investor relations, enterprise risk management and investment matters. As head of Corporate Strategy from 2003 to 2011, Ms. Friedman's responsibilities also included identifying and developing strategic opportunities, including all M&A, for NASDAQ OMX. From 2000 to 2009, Ms. Friedman also served as the Executive Vice President of the Global Data Products business, a $250M revenue business unit within NASDAQ OMX. Ms. Friedman joined NASDAQ in 1993, where she served in several roles, including Senior Vice President of NASDAQ Data Products, Director of Product Management for several trading-related products, and Marketing Manager. Ms. Friedman earned an M.B.A. from Owen Graduate School of Management, Vanderbilt University, in Nashville, Tennessee. She holds a B.A. in political science from Williams College in Massachusetts.
Jeffrey W. Ferguson General Counsel
Mr. Ferguson is General Counsel of Carlyle and has served in such capacity for Carlyle since 1999. Prior to joining Carlyle, Mr. Ferguson was an asociate with the law firm of Latham & Watkins LLP. Mr. Ferguson received a B.A. from the University of Virginia, where he was a member of Phi Beta Kappa. He also received his law degree from the University of Virginia, and is admitted to the bars of the District of Columbia and Virginia.
Michael J. Petrick Managing Director and Head of Global Market Strategies
Michael J. Petrick is a Managing Director and Head of Global Market Strategies, as well as a member of the firm’s Management and Operating Committees. Mr. Petrick leads Carlyle’s array of leveraged finance, mezzanine and distressed teams. He is based in New York.
Prior to joining Carlyle, Mr. Petrick had a 20-year career at Morgan Stanley. In addition to being Global Head of Institutional Sales and Trading, he presided over numerous businesses at Morgan Stanley during his 20-year career, including: Global Head of Corporate Credit; Global Head of Non-Investment Grade; Global Head of Distressed Investing; and Global Head of Leveraged Finance and Restructurings. In these various capacities, Mr. Petrick was responsible for a diverse set of asset classes including: equities, commodities, corporate, residential, commercial, proprietary trading, tax and direct investments.
Mr. Petrick has served on the boards of DigitalGlobe and TVN Entertainment, American Household, Marvel Entertainment, Premium Standard Farms, Pacific & Atlantic and CHI Energy.
Mr. Petrick graduated with a B.A. in chemistry and economics from Grinnell College, and earned his M.B.A. in finance from the University of Chicago. From 1990 to 2010, Mr. Petrick held Series 7, 8, 24 and 55 licenses. Mr. Petrick currently holds Series 3, 7, 8, 24, 55 and 63 licenses.
Michael W. Arpey Managing Director
Michael W. Arpey is a Managing Director responsible for fund formation strategy, new investor products and coordination of investor relations. Mr. Arpey is based in Washington, DC.
Mr. Arpey joined Carlyle in November of 2010 and is a member of the Firm's Management and Operating Committees.
Mr. Arpey was formerly a Managing Director of Credit Suisse in the Asset Management division. At Credit Suisse, he was the Co-head of the Customized Fund Investment Group within Private Equity in Alternative Investments.
Mr. Arpey joined CSFB in November 2000 through the merger with Donaldson, Lufkin & Jenrette where he was a Managing Director and Head of DLJ Merchant Banking's Customized Fund Investment Group. Prior to DLJ, Mr. Arpey worked at Prudential Global Asset Management as The Global Head of Private Equity where he was responsible for oversight of Prudential's global private equity activities and managed Prudential's fund investment group. Previously, Mr. Arpey was with the New York State Common Retirement Fund where he was Director of Alternative Investments and managed a $7 billion private equity portfolio.
Prior to that, Mr. Arpey was General Counsel to the State Treasurer of Pennsylvania for five years. He was appointed by the State Treasurer as her designee to both the Pennsylvania Public School Employee Retirement System and the State Employee Retirement System.
He earned his B.A. from St. Lawrence University and his J.D. from the Dickinson School of Law.
Mr. Arpey is a registered lobbyist in New York and was a registered lobbyist in California from March 2011 to December 2011. He currently holds Series 7, 24 and 63 licenses.
David M. Marchick Managing Director and Global Head of External Affairs
David M. Marchick serves as Managing Director and Global Head of External Affairs and serves as a Member of the firm's Management and Operating Committees. Mr. Marchick leads the firm's group that provides government affairs, public affairs, regulatory, research and strategic advice and support to Carlyle's buyout, growth, real estate, credit and debt funds on a global basis. He serves on the board of directors of Sequa Corporation, a diversified aerospace and industrial company and Philadelphia Energy Solutions, the Philadelphia refinery and joint venture with Sunoco. He is based in Washington, DC.
Prior to joining Carlyle, Mr. Marchick was a partner and Vice-Chair of the international practice group at Covington & Burling. He is an expert on foreign investment and national security issues. Mr. Marchick serves as the Chairman of the Board of the Robert Toigo Foundation, an organization committed to enhance diversity in the financial services industry, and is a Member of the Committee on Conscience of the U.S. Holocaust Memorial Museum.
Mr. Marchick is the co-author of the book "U.S. National Security and Foreign Direct Investment" (Institute for International Economics, May 2006) and has authored numerous articles in major business and trade publications such as the Financial Times, Wall Street Journal and Far Eastern Economic Review. He has testified frequently before the Congress.
Prior to joining Covington & Burling in 2002, Mr. Marchick worked on then-Governor Clinton's 1992 campaign and served in four departments – the White House, USTR and Departments of State and Commerce – over seven years in the Clinton Administration. Among other positions, he served as Deputy Assistant Secretary of State and while at the White House, helped coordinate the Administration's efforts to secure passage of NAFTA and the creation of the World Trade Organization. He is a Member of the Council on Foreign Relations.
Mr. Marchick earned his J.D. from The George Washington University Law School, his M.A. from the University of Texas and his B.A. from the University of California, San Diego. He was admitted to the Washington, D.C. Bar Association in 1998 and the State Bar of California in 1996, but is currently inactive.