New AAAIM Study AAPI Firms Outperform Yet Manage Just 0.49% of Assets

Emerging Leaders Initiative

Driving Upward Mobility for Future AAPI Leaders

ELI, also known as the Norman Mineta Fellows program, is designed to empower mid-career professionals to navigate and succeed in their careers while advancing our mission to drive greater representation.

Highlights

ELI Impact

AAPIs have strong representation at the early stages of their investment careers; however, representation begins to plateau at the mid-career level. Our programs—from career development and professional coaching to leadership workshops—help create stronger pathways for upward mobility and advancement for AAPIs in the investment industry.

Across the Country

44 Alumni

Since 2021

24 Workshops, Relationship Building Programs and Events

Current ELI Cohorts Members

11 Cohort Members

Supporting Career Mobility

ELI supports AAPI professional growth by helping mid-career professionals build meaningful career paths through hands-on training, leadership development, and professional coaching. AAAIM’s year-long programming provides fellows with the skills, network, and support needed to advance their careers and leadership potential. Additionally, ELI Day is open to all AAAIM members, offering an in-person training and educational experience focused on professional and leadership development.

“Through ELI, AAAIM is working to invest in our future AAPI leaders and support the collective goal of ensuring full participation of ALL communities in the investment field.”

Gordon C.C. Liao

ELI Committee Founder & Chair

Special thanks to our sponsors

2026-2027 NYC & SoCal Norman Mineta Fellows

Norman Mineta was a beacon of leadership and inspiration for the AAPI community. Our Mineta Cohort program is a tribute to his legacy. Among many things that Secretary Mineta championed throughout his career, he believed in the imperative of supporting future leaders and the multiplier impact of investing in those who will touch many lives.

  • Justin Cheng

    Principal, Willowridge Partners

    Justin Cheng

    Justin Cheng

    Principal, Willowridge Partners

    Justin Cheng is a Principal at Willowridge Partners, a private equity firm focused on secondary investments. At Willowridge, Justin is responsible for evaluating, underwriting and executing investments across limited partnership interests, direct company interests and other private equity liquidity solutions.

    Before joining Willowridge in 2019, Justin was an Investment Banking Associate at The Alberleen Group, where he worked on public offerings, private placements and advisory transactions for middle-market companies across a range of industries.

    Justin is also a member of the Milken Institute Young Leaders Circle.

    Justin holds a Bachelor of Science in Business & Political Economy and Computer Science from New York University’s Leonard N. Stern School of Business.

  • Max Chou

    Vice President, Blue Owl Capital

    Max Chou

    Max Chou

    Vice President, Blue Owl Capital

    Max grew up in Massachusetts and attended Brown University, where he studied Applied Mathematics and Economics before starting his career at Morgan Stanley. Eager for new challenges, he headed west to San Francisco to join Golden Gate Capital, where he grew as an investor and learned the ropes of credit.

    Looking to broaden his perspective, he returned east to pursue his MBA at the Wharton School, an experience that shaped both his thinking and his network.

    After business school, he joined Owl Rock Capital just as the firm was growing as a new private credit platform. Eight years later, he’s still there, now as Vice President within the Direct Lending group, having grown right alongside the firm through its transformation into Blue Owl Capital. His focus today is healthcare and consumer investing, work he finds especially meaningful given its real-world impact.

    He’s grateful for the mentors and opportunities that shaped his path, and glad to help pave the way for others.

  • David Kim

    Vice President, Blackstone Innovations Investments (BXII)

    David Kim

    David Kim

    Vice President, Blackstone Innovations Investments (BXII)

    David Kim is a Vice President in Blackstone Innovations Investments (BXII). He is focused on executing the firm’s principal strategic investments in early-stage cybersecurity, enterprise software, financial technology and property technology companies. Since joining Blackstone, Mr. Kim has been involved in the firm’s investments in 7AI, Method Security, Veza, 73 Strings, Norm Ai, and Adaptive Shield, among others.

    Prior to joining Blackstone in 2022, Mr. Kim worked at Vector Capital, where he was a member of the private equity investment team focused on making control-oriented investments in enterprise software companies. Earlier in his career, Mr. Kim was an analyst at Evercore in the technology M&A and private capital advisory teams.

    Mr. Kim received a BS in Operations Research: Engineering Management Systems, summa cum laude, from Columbia University. He serves on the board of Korea Finance Society, the largest professional network of global Korean finance professionals.

  • Peter Chung

    Executive Director, Morgan Stanley

    Peter Chung

    Peter Chung

    Executive Director, Morgan Stanley

    Peter Chung is an Executive Director at Morgan Stanley and a member of the firm’s Private Credit group, where he focuses on originating, underwriting, and negotiating private credit investments. He is based in Los Angeles and has over 10 years of credit investing experience.

    Prior to joining Morgan Stanley, Peter held investing roles at Golub Capital and Cyprium Investment Partners, where he underwrote and managed debt and equity investments in middle market companies across various sectors. He began his career as an investment banking analyst at SunTrust Robinson Humphrey. Peter holds a B.B.A. in Finance from Temple University.

  • Alice Mok

    Executive Director, UBS

    Alice Mok

    Alice Mok

    Executive Director, UBS

    Alice is an Executive Director at UBS in New York, where she works in Prime Brokerage Capital Introduction, advising hedge fund managers on capital strategy and connecting them with institutional investors. Prior to joining UBS, she was a member of Credit Suisse’s U.S. Prime Brokerage team. Earlier in her career, she spent a decade in Hong Kong at Goldman Sachs and Morgan Stanley, building expertise across equities and prime brokerage before returning to New York in 2017.

    Alice began her career at Deloitte & Touche, where she became a Certified Public Accountant. She holds a dual degree in Public Accounting and Finance from NYU’s Stern School of Business.

    Outside of work, Alice enjoys reading, traveling, exploring New York’s vibrant restaurant scene, and photography.

  • Nikki Reyes

    Piney Lake Capital

    Nikki Reyes

    Nikki Reyes

    Piney Lake Capital

    Nikki Reyes will join Piney Lake Capital later this year to lead the firm’s capital formation and investor relations function. Piney Lake Capital is an alternative credit firm focused on providing capital solutions. Previously, Ms. Reyes spent nine years at Benefit Street Partners on the Business Development team, where she was responsible for capital formation and investor relations. Prior to Benefit Street Partners, she worked in UBS’ Private Funds Group.

    Ms. Reyes earned a Bachelor of Business Administration from the University of Notre Dame’s Mendoza College of Business.

  • Anita Sonwane

    Principal, Sagard Private Equity Solutions

    Anita Sonwane

    Anita Sonwane

    Principal, Sagard Private Equity Solutions

    Anita Sonawane is a Principal at Sagard Private Equity Solutions focused on sourcing and conducting due diligence on private equity and venture capital funds, co-investments, and secondaries. Previously, she held roles at J.P. Morgan and Bessemer Trust. She holds an MBA in Finance from Columbia Business School, an MSc in Financial Economics from the University of Oxford, and a CFA designation. She currently serves on the boards of the Franklin D. Roosevelt Presidential Library and Museum, the Roosevelt Institute, and the Macaulay Honors College Foundation.

  • Cathy Sun

    Welsh, Carson, Anderson & Stowe

    Cathy Sun

    Cathy Sun

    Welsh, Carson, Anderson & Stowe

    Cathy Sun is a Vice President on the Healthcare team at Welsh, Carson Anderson & Stowe, having joined in 2021. She is involved in many of the firm’s healthcare technology and pharma value chain investments. Her deal experience includes WCAS’s investments in Leiters, EnableComp and Norstella.

    Prior to joining WCAS, she worked in the Industrials Mergers & Acquisitions Group at Evercore Partners. Cathy attended Columbia University and received an B.S. in Operations Research: Financial Engineering and a minor in Computer Science. In the community, she is involved with Sponsors for Educational Opportunity (SEO) and the Women’s Genetics Center in New York, a collaboration between Columbia University Medical Center, New York-Presbyterian and the New York Genome Center.

    In her spare time, Cathy enjoys long runs in Riverside Park, playing tennis and writing about Chinese art. You can often find her, however, at one of many cash-only restaurants netting out her runs with a great bowl of noodles. Cathy grew up in Atlanta, Georgia and flies back often.

  • Daniel Wu

    Vice President, ATL Partners

    Daniel Wu

    Daniel Wu

    Vice President, ATL Partners

    Daniel Wu is a Vice President at ATL Partners, a sector-focused middle-market private equity firm based in New York. At ATL, Daniel works across the full investment lifecycle, with responsibility spanning sourcing, deal execution, and portfolio company management. He also takes on a broad range of firm-building responsibilities that extend beyond the investment process.

    Prior to ATL, Daniel was an Investment Banking Senior Analyst at Citigroup, where he worked in the financial sponsors group covering private equity and alternative asset management clients, as well as the Global Healthcare Corporate Banking group covering large- and mid-cap public healthcare clients.

    Daniel holds a B.S. in Management with concentrations in Finance and Business Analytics from Boston College’s Carroll School of Management, with a minor in Philosophy. When the work phone isn’t buzzing, Daniel enjoys training for the NYC marathon, backpacking, and finding great hole-in-the-wall restaurants.

  • Aaron Quach

    Senior Vice President, Real Assets Consulting, Callan

    Aaron Quach

    Aaron Quach

    Senior Vice President, Real Assets Consulting, Callan

    Aaron Quach is a senior vice president in Callan’s Real Assets Consulting group, covering Callan’s research efforts for real estate debt and residential real estate. He previously covered open-end core/core plus real estate equity funds. He is responsible for strategic planning, implementation, and performance oversight of real assets portfolios, and the evaluation of managers and their respective real estate products for plan sponsor clients. This due diligence process includes meeting and coordinating with investment managers regarding various strategies, investment processes, track records, and organizational structures. He is also responsible for collecting data from investment managers on various products and general real assets research. Aaron is a member of Callan’s ESG team and Diversity, Equity & Belonging Council, and he is a shareholder of the firm. Outside of Callan, he is a member of the NCREIF PREA Reporting Standards ESG Task Force.

    Aaron joined Callan in 2018 as an analyst in the Client Report Services group, where he was responsible for calculating investment returns and generating monthly and quarterly performance reports. Prior to Callan, Aaron worked for JPMorgan Chase Bank. Aaron earned an MS in finance from Saint Mary’s College of California and a BS in business finance from San Francisco State University.

  • Richard Yun

    Principal, Phoenix Merchant Partners

    Richard Yun

    Richard Yun

    Principal, Phoenix Merchant Partners

    Mr. Yun is a Principal at Phoenix Merchant Partners, a private investment firm providing financing and investment solutions to middle-market businesses, where he focuses on capital formation and investor relations. He previously led the firm’s business management and human resources functions. Prior to joining Phoenix, he served as a Director in the Office of the CEO & CIO at ORIX USA and previously held roles as Director of HR Strategy and Chief of Staff.

    Before joining ORIX USA, he was a Vice President on the Executive Compensation Strategy & Planning team at JPMorgan Chase & Co., where his team supported the Compensation Committee of the Board of Directors, managed compensation strategy for the Operating Committee, prepared the CD&A section of the annual proxy statement, and engaged with shareholders and proxy advisors regarding voting policies. Prior to that, he was a Vice President within JPMorgan Asset & Wealth Management. He began his career as an Analyst at GLG.

    Mr. Yun holds a BS in Finance and Management from the State University of New York at Albany, completed an Economics program at Seoul National University, and holds an MS in OB Systems & Analytics from NYU Tandon.

2025-2026 NYC & SoCal Norman Mineta Fellows

  • Patrick George, CFA

    Senior Vice President, Oaktree Capital

    Patrick George, CFA

    Patrick George, CFA

    Senior Vice President, Oaktree Capital

    Mr. George is a senior vice president in Oaktree’s Opportunities group in Los Angeles, where he originates, underwrites, and manages public & private investments. Mr. George began his career as a business analyst with McKinsey & Company where he worked primarily in the private equity and restructuring practices. He graduated cum laude from Yale College with a B.A. in ethics, politics, and economics, awarded with distinction, and studied at the London School of Economics. He is a CFA® charterholder and serves as Chair of CFA LA’s Advocacy and Ethics Advisory Commission where he founded the Financial Literacy Initiative. He is also a member of the Milken Institute’s Young Leaders Circle. Mr. George has served on a number of public and private boards, including currently the board of TI Automotive (formerly TSX: ABCT and LON: TIFS) and previously the board of Velocity Risk where he oversaw a regulated insurance carrier.

  • Lujun He

    Director, Ardian

    Lujun He

    Lujun He

    Director, Ardian

    Lujun is a Director on the Secondaries & Primaries team at Ardian, where she is responsible for the origination, due diligence, and execution of secondary and primary fund investments across North America. Since joining Ardian in 2014, Lujun has held roles across multiple global offices—including Beijing, Singapore, New York, and now San Francisco—gaining a broad international perspective and deep industry experience.

  • Lillian Lin

    Portfolio Manager, Wellington

    Lillian Lin

    Lillian Lin

    Portfolio Manager, Wellington

    Lillian Lin is currently a portfolio manager at Wellington. Prior to joining Wellington, she worked as a portfolio manager for over a decade at pimco , and interned in fixed income portfolio analysis at Harvard Management Company and was a FICC (fixed income, commodities, and currencies) derivatives trader at UBS. She was named a Wall Street rising star in 2023 by Business Insider. She was awarded Role Model of the Year by ASCEND OC in 2023. She was named the Next Generation Leader of the Year in 2022 by Women in Asset Management, and was named a Rising Star at Markets Media’s 2020 Women in Finance Awards. She has 11 years of investment experience and holds an MBA from MIT Sloan School of Management and an undergraduate degree in mathematics from Peking University. She ranked top out of more than 100,000 students in Beijing 2007 College Entrance Examination Gao Kao Zhuang Yuan.

  • Balaj Singh, CFA, CAIA

    Analyst, Capital Group

    Balaj Singh, CFA, CAIA

    Balaj Singh, CFA, CAIA

    Analyst, Capital Group

    Mr. Singh joined Capital Group in 2025. A research analyst in the Capital Solutions Group, he is involved with investment recommendations in support of Capital Group’s multi-asset portfolio solutions effort which includes Target Date Solutions, Model Portfolios, and Custom Solutions. Prior to Capital Group, Mr. Singh served as a Senior Vice President at Meketa Investment Group. While at Meketa, Mr. Singh sourced, evaluated, and monitored private equity investment opportunities on behalf of institutional clients. Mr. Singh graduated from Rutgers University with a Bachelor of Science in finance and accounting with a minor in economics and graduated from Georgetown University with Master of Science in finance. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society New York. Mr. Singh also holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CAIA Association®.

  • Pearl Tobay, CFA

    Regional Director, Dimensional Fund Advisors

    Pearl Tobay, CFA

    Pearl Tobay, CFA

    Regional Director, Dimensional Fund Advisors

    Pearl Tobay, a Regional Director within Dimensional’s Global Client Group, works closely with US-based registered investment advisor clients. She helps firms address their most significant challenges, from developing investment solutions to thinking through strategic business initiatives. Prior to joining Dimensional, Pearl worked in financial services at PricewaterhouseCoopers within their risk advisory practice. She earned an MBA from University of Chicago Booth School of Business and a BA in Business Economics from University of California, Los Angeles. She is a CFA® charterholder and a licensed CPA in the state of California.

  • Andy Yan

    Vice President, BlackRock

    Andy Yan

    Andy Yan

    Vice President, BlackRock

    Mr. Yan has more than 10 years of private equity and related experience. Prior to joining BlackRock, Mr. Yan worked at Thrivent Financial, where he focused on direct investments and primary commitments to LMM and MM buyout firms. Prior to Thrivent, he began his career in investment banking with Credit Suisse in New York City. Mr. Yan earned an MBA degree from the Chicago Booth School of Business, and dual degrees in Economics and Statistics from the University of Chicago.

  • Bonnie Yan

    Vice President, Blue Owl Capital

    Bonnie Yan

    Bonnie Yan

    Vice President, Blue Owl Capital

    Bonnie Yan is a Vice President at Blue Owl Capital, where she plays a key role in evaluating, underwriting, and monitoring direct lending investments across various industries. Based in New York, Bonnie brings over a decade of experience in financial services, with a strong foundation in private credit and leveraged finance.

    Prior to joining Blue Owl, Bonnie was an Associate at Prospect Capital, a middle-market private credit fund, where she focused on underwriting and portfolio management. She began her career at Jefferies in the Leveraged Finance Group, gaining deep transactional experience across a range of industries. Bonnie earned a Bachelor of Science in Business Administration from Georgetown University.

  • Henry Yan

    Principal, Whistler Capital Partners LLC

    Henry Yan

    Henry Yan

    Principal, Whistler Capital Partners LLC

    Henry is a Principal at Whistler Capital Partners and leads the firm’s Capital Formation function, focused on capital solutions and partnering. Before joining Whistler Capital Partners, Henry was a Director at CBC Group, Asia’s largest healthcare-dedicated private equity firm, where he was responsible for fundraising, investor relations and co-investments. Prior to that, he worked at Campbell Lutyens and Probitas Partners, where he focused on project management and fundraising for clients across infrastructure, private credit, private equity, and venture capital GP clients. Earlier in his career, he was an Associate at MHR Fund Management. Henry holds a B.A. in History from Dartmouth College.

  • Angela Yoon, CFA

    Vice President, CFT Capital Partners

    Angela Yoon, CFA

    Angela Yoon, CFA

    Vice President, CFT Capital Partners

    Angela Yoon is a Vice President at CFT Capital Partners. Previously, Angela was a Senior Associate in the Alternative Investments group at Cherng Family Trust (CFT), the family office of Andrew and Peggy Cherng, the founders and 100% owners of Panda Restaurant Group. Before that, Angela was an Analyst at Morgan Stanley Alternative Investment Partners (AIP) where she was involved in underwriting primary investments in private equity funds and direct co-investments.

    Angela graduated with a BS in Economics from the Wharton School of the University of Pennsylvania with concentrations in Finance and Information Systems as well as a minor in East Asian Studies.

  • Mark Kim

    Director, Anchorage Capital Advisors

    Mark Kim

    Mark Kim

    Director, Anchorage Capital Advisors

    Mark Kim is a Director at Anchorage Capital Advisors, a credit-oriented investment firm based in New York. At Anchorage, Mark is responsible for corporate credit investing across the capital structure, as well as business development and investor relations for Korea.

    Before joining Anchorage, he worked at TPG Sixth Street Partners and started his career in the investment banking division at Bank of America Merrill Lynch in New York.

    Mark serves as President of Korea Finance Society and received the Finance Excellence Award from the Korean Ministry of Economy and Finance for his contributions to the organization.

    Mark holds a Bachelor of Science in Applied Mathematics from Columbia University.

  • Gini Zhang, CFA

    Vice President, AllianceBerstein

    Gini Zhang, CFA

    Gini Zhang, CFA

    Vice President, AllianceBerstein

    Gini is a Vice President at AllianceBernstein, where she is responsible for investments in the technology and industrial sector within the Emerging Markets platform. She also serves as Co-Chair of ABAsians, the firm’s Asian Employee Resource Group, and is a member of the leadership team for AB Synergy, the firm’s Women’s Employee Resource Group.

    Prior to joining AllianceBernstein, Gini was a Senior Research Associate at Bernstein Research, covering the media and software sectors. She began her career at Bank of America Merrill Lynch, focusing on Asian equities in both New York and Hong Kong.

    She holds a BA in Economics and Mathematics from Barnard College of Columbia University and an MBA from The Wharton School of the University of Pennsylvania. She is a CFA charterholder.


Emerging Leaders Initiative Committee

  • Gordon Liao
    Board Vice Chair, Founding Board Member & ELI Committee Advisor

    Founder & Managing Partner, Promise Holdings LLC

    Gordon Liao

    Gordon Liao

    Board Vice Chair, Founding Board Member & ELI Committee Advisor

    Founder & Managing Partner, Promise Holdings LLC

    A native of the Chicago area, Gordon is an independent entrepreneur, investor, operator, activist and performer. He is the Founder and Managing Partner of Promise Holdings (www.promise-holdings.com), a family office/independent holding company that has equity interests ranging from small passive minority investments, to controlling positions, in nearly 20 companies. Gordon sits on the Boards of almost all of these companies and serves as Chairperson for the majority of them..

    Prior to his current activities, Gordon spent 15 years in institutional Private Equity as a Principal and Investment professional with Baird Capital, Reliant Equity Investors, and Wind Point Partners. Gordon received his MBA from Harvard Business School where he was a Toigo Fellow and the Founder of the Asian American Business Association (AABA), and his BS from the University of Illinois, Champaign-Urbana, where he graduated with Highest Honors and as a recipient of the Bronze Tablet.

    Gordon’s core mission in life is focused on lifting up underserved/under-resourced communities, with an emphasis on (a) Economic wealth creation, Entrepreneurship, Professional development and (b) The enhancement of self-esteem through the performing arts. Towards this end, he is the past President of the Goodman Theater’s Auxiliary Board, a Co-Founder and current Vice Chair of AAAIM (the Association of Asian American Investment Managers), Board Member of Leaders Forum (Asian American Advocacy Group), Definition Theater, and a former Board member of the Chicago Sinfonietta.

    Finally, he is a published writer, frequent speaker regarding the glass ceiling and underrepresented minorities, a published poet, produced playwright, spoken word artist, actor and wedding singer.

  • Sammy Suzuki
    ELI Committee Advisor

    Head: Emerging Markets Equities; Deputy Head: Equities, AllianceBernstein

    Sammy Suzuki

    Sammy Suzuki

    ELI Committee Advisor

    Head: Emerging Markets Equities; Deputy Head: Equities, AllianceBernstein

    Sammy Suzuki is Head of Emerging Markets Equities at AllianceBernstein. He has been managing the Emerging Markets Strategic Core Portfolio since its inception in July 2012, and the Global, International and US portfolios since 2015. Suzuki has managed port folios for well over a decade. From 2010 to 2012, he also held the role of director of Fundamental Value Research, where he managed 50 fundamental analysts globally. Prior to managing portfolios, Suzuki spent a decade as a research analyst. He joined AB in 1994 as a research associate covering the capital equipment industry, and then became an analyst covering the technology industry. Suzuki became portfolio manager in 2004. From 1998 to 2004, he served as senior research analyst for the global automotive industry. Before joining the firm, Suzuki was a consultant at Bain & Company. He holds a BS in materials science and engineering and a BS in finance (both magna cum laude) from the University of Pennsylvania. He is a CFA charter holder and a member of the Board of the CFA Society New York

  • Angie Chatterjee
    Angie Chatterjee

    Principal, Innocap

  • Elton Cho
    Elton Cho

    Managing Director, Ares Management

  • Chloe Choi, CAIA
    Chloe Choi, CAIA

    Director, Private Capital Advisory, Piper Sandler

  • Renee Cong
    Renee Cong

    Private Debt, StepStone Group

  • David Ng
    David Ng

    Managing Director, Avante Capital Partners

  • Justin Park, CFA
    Justin Park, CFA

    Managing Director, KKR


Professional Development Partners

  • Matt Spielman

    Founder & Head Coach, Inflection Point Partners

    Matt Spielman

    Matt Spielman

    Founder & Head Coach, Inflection Point Partners

    CEO and Head Coach of Inflection Point Partners, Matt Spielman, draws upon decades of senior-executive operating experience at both public and Venture Capital-backed organizations. He now partners with high-performing executives and their teams to realize business and personal success. Matt’s mission is to ignite careers and energize lives.

    Matt is an ICF Professional Certified Coach and he graduated from the Executive Coaching program at Columbia University. Matt was named one of the leading coaches by Institutional Investor and appears regularly Good Morning America to discuss his ACHIEVETM goal setting model.

    Matt is a former nationally recognized collegiate baseball player. To incorporate fitness, health and well-being into the coaching practice, Matt trained at Duke Integrative Medicine and is a National Board Certified Health & Wellness Coach. Matt graduated from Harvard Business School and received his B.A. in Economics from Columbia University.

    Matt lives with his wife and two sons in Westchester, NY.

  • Sandy Li

    Executive Coach & Recruiter, Sandy Li Executive Solutions

    Sandy Li

    Sandy Li

    Executive Coach & Recruiter, Sandy Li Executive Solutions

    Sandy Li (www.sandyliexec.com) began her career as an investment banker for Morgan Stanley in London, Hong Kong, and Houston across Financial Institutions Capital Markets, General Industrials Corporate Finance, and Energy Mergers and Acquisitions. After nearly a decade in executive search, she launched her own executive coaching and recruiting practice in 2014. She recruits and coaches Board and C-Suite level talent across investment management, financial services, global corporations, consulting, venture capital and social impact investing. Over her career she has personally coached over 40,000 executives globally. Sandy Li graduated summa cum laude from the Wharton School at the University of Pennsylvania. She has coached faculty at Columbia Business School and Stanford University and has been a guest presenter for Harvard, Stanford, Wharton, Brown, Columbia, Dartmouth, MIT, Northwestern, NYU, UCLA, and USC alumni and students.

  • PJ Kim

    Founder & Managing Partner, Lincoln Square Partners

    PJ Kim

    PJ Kim

    Founder & Managing Partner, Lincoln Square Partners

    Mr. PJ Kim is Founder and Managing Partner at Lincoln Square Partners, focusing on leadership development, talent assessment, organizational due diligence, and performance coaching for PE/VC, hedge funds & C-suite. Counsels and coaches leaders of global business units, portfolio managers, CEOs of portfolio companies across industries, and heads of schools, performing arts, and civic organizations. Formerly Green Peak Partners, Parthenon-EY, McKinsey and numerous social enterprises. Harvard Business School (MBA), Harvard Kennedy School of Government (MPA) and Princeton (AB). Former Princeton trustee, founding board member of the Korean American League for Civic Action, and Council of Urban Professionals board. Married out of his league to superstar wife.

  • Deborah Way

    Founder & Executive Coach, dWayForward

    Deborah Way

    Deborah Way

    Founder & Executive Coach, dWayForward

    Deborah Way is the founder of dWayForward (www.dwayforward.com), an executive coaching and leadership consulting practice. She partners with senior executives and high-potential professionals across financial services and investment management to strengthen leadership impact and navigate critical career transitions. With over 27 years of experience spanning global financial markets and executive search, Deborah brings a rare, 360-degree perspective on how leaders are evaluated, developed, and positioned for advancement.

    Deborah began her career at Goldman Sachs in fixed-income derivatives and went on to hold senior leadership roles at Lehman Brothers, Bear Stearns, and Barclays. During her 11-year tenure at Barclays, based in New York and Singapore, she built and led the firm’s first global cross-asset macro distribution team. She later transitioned into executive search as a Consultant at Spencer Stuart, advising on C-suite and board-level placements and co- authoring the thought leadership piece “Confronting the Model Minority Myth.”

    Deborah holds a B.A. in Economics from Princeton University. She is an ICF Associate Certified Coach (ACC), certified in the Hogan Assessment Suite, and holds a Wharton Executive Education Certificate in applied neuroscience. She is a Founding Member of Chief, a private network of senior women executives.

  • Corbin Wong, Ph.D.

    Director or Organizational and Leadership Development, Fordham University

    Corbin Wong, Ph.D.

    Corbin Wong, Ph.D.

    Director or Organizational and Leadership Development, Fordham University

    Corbin Wong is an Industrial/Organizational Psychologist by training who has over 14 years of experience within the field of talent and development. He is currently the Director of Organizational and Leadership Development at Fordham University. During his career he has been fortunate to craft his skills at renowned companies such as eBay, Citigroup, Oliver Wyman, and Deutsche Bank. Prior to joining Fordham, Corbin was a VP at Morgan Stanley who focused on the talent and development initiatives for Morgan Stanley Wealth Management.

    Corbin also serves as an Adjunct Faculty member at New York University (NYU) and has been teaching at NYU for the past 10 years. He has also been teaching at Southern New Hampshire University for the past 6 years. He often teaches classes such as Quantitative Models for Decision-Makers, Leadership Theory, Organizational Consulting, Human Resource Analytics, and Research Methods at the undergraduate and graduate levels.

    Corbin’s research has been published in the Journal of Cross-Cultural Psychology, International Journal of Cross Cultural Management, Personality and Individual Differences, and Social Justice Research.

    In addition, Corbin is very passionate about giving back and is a Board Member and volunteer with Kings County Tennis League (KCTL), a community nonprofit organization that combines tennis and education to spark the potential of children living in and around Brooklyn public housing. Because of his work with KCTL, Corbin currently serves as an Advisory Staff Member for the Wilson Sporting Goods Company.

    Corbin is certified on the Hogan Assessments, DISC Assessment, and Belbin Team Roles Assessment. He received his doctorate from Hofstra University and Bachelors from The Pennsylvania State University.

  • Nedah Kalantari

    Executive Coach & Consultant, NJK Consulting

    Nedah Kalantari

    Nedah Kalantari

    Executive Coach & Consultant, NJK Consulting

    Nedah Kalantari is an Executive Coach certified by Columbia University’s 3CP Executive Coaching Program and graduate of Boston University with a BA in Psychology and PR. Her clients include organizations, departments and executives across industries, nationalities and age sectors. She resides in New York City and meets with clients both one-on-one or in group workshops via online video calls or in person.

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