Michael is the lead portfolio manager of our dedicated private equity funds, which have closed on US$2.4 billion since 2014 to invest in late-stage growth investments. He also manages institutional portfolios in the Multi-Cap Growth styles, drawing on research provided by Wellington’s regional and global industry analysts and other global research resources within the firm. He has spent a large part of his career investing in diversified portfolios in the small- and mid-cap equity markets, and he authors papers on topics concerning investment trends in late-stage growth and small-cap equity portfolios. He is a member of the firm’s Incentive Compensation Committee and previously served as the first male Advisory Board member of the Wellington Women’s Network.
Prior to joining Wellington Management in 1999, Michael was an equity portfolio manager at Kobrick Funds (1997 – 1999), State Street Research and Management (1992 – 1996, 1997), and Montgomery Asset Management (1996). He began his career in the investment industry as a technology analyst with Sanford Bernstein (1988 – 1990) and later with Cigna Investments (1991 – 1992).
He received his MBA from New York University (Stern, 1991) and his BS in accounting from the State University of New York at Albany (1984). Additionally, he holds the Chartered Financial Analyst designation.
Mel is the founder and Managing Partner of Nile Capital Group, a private equity firm specializing in providing capital and services to talented boutique and emerging managers of superior growth potential. Prior to founding Nile Capital Group, he spent a year and a half with Investec Asset Management as Director of Institutional Investments, North America. Previous to this, he spent ten years with Artio Global Investors as Head of Global Sales and Marketing and member of the executive management committee. During his tenure at Artio, AUM grew from $800 million to a peak of $78 billion ultimately resulting in an IPO and listing on the NYSE. Mel also spent nine years with Wells Capital Management in the capacity of Senior Portfolio Manager before becoming Managing Director of Sales and Marketing. He formerly spent five years with Salomon Smith Barney and its predecessor, where he was Vice President within Equity Sales. Mel holds the Chartered Financial Analyst designation and received an MBA from the Anderson School at UCLA. Mel also attended IMD, Global Leadership Program in Lausanne, Switzerland. He is a member of the Los Angeles Society of Financial Analysts. Mel is on the board and investment committees of California Community Foundation, YMCA of Metropolitan Los Angeles, South Central Scholarship Foundation, and the Toigo Foundation Governing Board.
Martin Jacobs is an equity portfolio manager at Capital Group. He has 29 years of investment experience and has been with Capital Group for 16 years. Before joining Capital, Martin was an executive director and senior investment analyst at Brinson Partners, Inc. in Chicago and an industry analyst at Security Pacific Merchant Bank in New York. He was also a research analyst at the Wharton Center for Applied Research, Inc. Martin holds an MBA in finance from the Wharton School of the University of Pennsylvania and a bachelor’s degree in industrial and systems engineering from the University of Southern California. He also holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. Martin is currently a member of the Capital Group Companies Los Angeles Charitable Contributions Committee, a Vice Chairman of the Children’s Bureau of Southern California, a Director of the Board of Trustees of the Crossroads Community School, and a Trustee of SCS Noonan Scholars.
Stuart is the Co-Managing Partner of the DLA Piper Los Angeles area offices. He represents clients across a spectrum of industries in business and commercial real estate matters. He has achieved several eight-figure settlements in contingent fee cases, including a case against a major insurance company for targeting a product towards low-income residents in several different states; a class action against a large drug wholesaler brought by participants in a profit-sharing and savings plan that bought the company’s stock; and a high-profile case against the State of California based on a failed US$2.3 billion buildings sale.
Previously, Stuart was managing partner of prominent Los Angeles-based boutique law firm Liner LLP from its formation in 1996 to its merger with DLA Piper in 2017. Among his achievements at that firm, he successfully launched a number of business ventures with clients in the areas of entertainment and media, real estate and other core investments. He is on the Board of Directors of Loyola Law School.
Samantha spent most of her career at Viacom’s Nickelodeon Kids and Family Group. Most recently, she held the positions of Senior Vice President of Research and Planning and Senior Vice President of Strategy and Business Development. Since leaving corporate sector to focus on her family, Samantha has served on the board of the Putnam Indian Field School, and is an active member of the Rye Country Day School. Samantha holds an MBA in Marketing and Finance from NYU’s Stern School of Business and a BA in European History from Wesleyan University.
Jeff is Founder and Managing Director Of CCI, a national organization which convenes CEOs and Senior executives in Healthcare and Tech. and is an Adjunct Assistant Professor of Medicine at UCLA and a licensed psychologist specializing in behavioral medicine. Previously, he was an assistant professor of Psychiatry at UCLA and Director of Behavioral Medicine at the UCLA-San Bernardino Medical Center. Jeff is also on the Boards of C-TAC, and MindCare Solutions. He received a PhD in Clinical Psychology and an MS in Organizational Development from the California School of Professional Psychology, and completed a Postdoctoral Fellowship at the University of Tennessee Medical School.
Renita Smith is Founder of an independent consulting firm that guides companies in developing and implementing marketing, business development, and fundraising strategy. Renita gained experience at companies such as Citicorp North America and General Mills. Renita has also served as Executive Consultant and Vice President of Strategy to the Los Angeles Urban League, and served on the Board of Trustees of Chadwick School. She is particularly passionate about ensuring the success of underrepresented minority students in the STEM fields. Renita holds a B.A. degree in Economics from Stanford University and a MBA from Stanford Graduate School of Business.
Patrick Kirby has two decades of management experience spanning the corporate, public and nonprofit sectors. He currently serves as the Executive Vice President & Chief Growth Officer at The Institute for Nonprofit Practice. Before that, Patrick taught high school before taking on a range of leadership roles at Citizen Schools, City Year and in the Timberland Company’s Corporate Social Responsibility department. Patrick is a graduate of McGill University and has served on the Board of Advisors of Orchard Gardens K-8 School (Roxbury, MA), GroundWork USA, and Volunteer NH! and The Brookings Institute’s “Building Bridges Task Force on International Volunteering and Service.” He currently coaches nonprofit executives at the Tufts Jonathan M. Tisch College of Citizenship and Public Service.
Evelyn previously served on the board of South Central Scholars from it’s inception in 2001 until a few years ago. Moved by the stories of the students, their drive and determination, coupled with the devotion and leadership of the Londons, Evelyn and her husband David have remained active in the South Central Scholars community through fundraising and keeping close ties with the organization. Mother of four children, Evelyn actively participates in three different parent organizations and has also served as President of the Parent Association and Board Member of First Pres Preschool. She is also a Girl Scout troop leader and a member of Everychild Foundation. Evelyn graduated from Barnard College with a degree in Economics.
Rick is a founder and Co-Managing Partner of Evolution Media, an investment company created in partnership with Evolution Media Capital (EMC), TPG Growth, and Participant Media, which invests globally in technology businesses within the sports, media, and entertainment industries. EMC is a merchant bank formed in partnership with Creative Artists Agency (CAA) and offers investment advisory, asset management, industry research, capital raising services, and media rights advisory services. Prior to Evolution, Rick led the Film Finance group at CAA where he focused on the packaging and financing of feature films, as well as the structuring of film production and finance companies. Rick serves on the boards of Evolution Media, Evolution Media Capital, Fred Segal, Scopely, Jaunt, iflix, attn:, and is the Chairman of the Board of Inner-City Filmmakers and is a graduate of the University of Pennsylvania.