Jody Jonsson
Partner, Equity Portfolio Manager, Capital Group
Jody has 30 years of investment experience, 28 with Capital. She also serves on the Capital Group management committee and the Portfolio Oversight Committee. Earlier in her career at Capital, Jody covered insurance, U.S. household & personal care, restaurants & lodging and cruise lines companies as an investment analyst. She holds an MBA from Stanford and a bachelor's from Princeton. Jody is a CFA charterholder and a member of the CFA Institute.
Robin Potts
Co-Head of Real Estate Investments and Director of Acquisitions, Canyon Partners, LLC
Ms. Potts supervises originations and acquisitions of all real estate transactions. Ms. Potts previously worked in the Financial Institutions Group of Credit Suisse in Los Angeles and focused on equity, debt, and M&A transactions in the mortgage real estate investment trust sector. Ms. Potts is a graduate of Harvard University (B.A., Economics).
Alyse Wagner
Partner, Leonard Green & Partners
Alyse joined LGP as an associate in 2003. Prior to joining LGP, she had been in the Investment Banking Division of Credit Suisse First Boston (formerly DLJ) in their Los Angeles office. She currently serves on the Board of Directors of Aersale, Aspen Dental, CHG Healthcare Services, ExamWorks, MDVIP, and RestorixHealth. In addition, Alyse is actively involved in LGP’s investments in MultiPlan, North American Partners in Anesthesia, and Prospect Medical. Her previous board positions include Animal Health International and U.S. Renal Care. She earned a Bachelor of Science degree in Economics from the Wharton School at the University of Pennsylvania.
Shannon Ward
Fixed Income Portfolio Manager, Capital Group
Shannon has 26 years of investment industry experience, two with Capital Group. Shannon previously worked as a portfolio manager with Oaktree Capital Management. She holds an MBA from the University of Southern California and a bachelors degree from the University of California, Santa Barbara.
Matt Miller
Partner and Political Economist, Capital Group
Matt joined Capital Group five years ago to analyze policy and political trends that affect investment decisions for the American Funds. He also hosts the firm’s new podcast, “Capital Ideas.” Previously Matt was a columnist for The Washington Post; the host of public radio’s popular week in review program, “Left, Right & Center;” and a frequent TV commentator who appeared on such shows as Real Time With Bill Maher and The Colbert Report. Earlier he served as a senior advisor in the Clinton White House. He’s the author of two books -- The Two Percent Solution: Fixing America's Problems In Ways Liberals And Conservatives Can Love, and The Tyranny of Dead Ideas. Matt was also a longtime management consultant with McKinsey & Company.
