ValueAct Capital competitors

Ronald \'Ron\' Kruszewski is a Chairman and CEO at Stifel Financial Corp and is based in St. Louis, Missouri. He attended Indiana University Bloomington between 1977 and 1981 and Indiana University Bloomington between 1997 and 2001.

Walter W. Bettinger II, 60, has been President of The Charles Schwab Corporation since 2007 and Chief Executive Officer since late 2008.He leads a workforce of approximately 32,000 employees, with headquarters in Westlake, Texas and branch offices in more than 420 locations across the United States plus London, Hong Kong, Singapore and Puerto Rico.As measured by client assets, Schwab is the largest publicly traded investment services firm in the United States and one of the world’s largest financial services firms serving approximately:• $7.40 trillion in client assets • 32.1 million client brokerage accounts, 1.6 million bank accounts and 2.1 million retirement plan participants• ~12,000 independent investment advisors Mr. Bettinger’s duties include leading the development of strategies and services that assist tens of millions of people worldwide in their efforts to save and invest - either directly, with the help of an independent investment advisor or through a company-sponsored retirement or benefit plan. Under his leadership, the value of Schwab stock has grown from $13.59 on January 1, 2009 to approximately $75.00 as of May 31, 2021. During the same period, Schwab’s market capitalization has grown from ~$18billion to ~$140billion.Mr. Bettinger has been recognized throughout his career as a leader in financial services including: • in 2014, 2016, 2017 and 2018 he was recognized in Fortune magazine’s Businessperson of the Year listing - in 2018 he was ranked the #7 businessperson globally; • in 2010 to the Power 30 by Smart Money magazine of the world’s most powerful and influential players; and• the 2009 lifetime achievement award for contributions to the retirement security of working Americans by Plan Sponsor magazine.In 1983, at the age of 22, Mr. Bettinger founded The Hampton Company, a provider of retirement plan services to corporations and their employees. The Charles Schwab Corporation acquired Hampton in 1995.In addition to his professional duties, Mr. Bettinger is active in numerous charitable and philanthropic efforts. He and his wife, Teri, are founders of the Walt & Teri Bettinger Foundation and the parents of five children. A native of Ada, Ohio, Mr. Bettinger attended Delta State University in Cleveland, Mississippi and holds a bachelor of business administration degree with a major in finance, summa cum laude, from Ohio University. He has also completed the General Management program offered by the Harvard Business School.

Kenneth M. Jacobs (born 1957/1958) is the chairman and chief executive officer of Lazard since November 16, 2009. Jacobs joined Lazard in 1988. Jacobs was named a Lazard Partner in 1991, and in 2002 he was named Deputy Chairman and Head of North America for Lazard. In this role, he focused on enhancing the firm's business by entering into new markets and adding new practices, such as restructuring, strategic capital structure advice, and private fund advisory. He also focused on bringing in new staff specializing in energy, technology and healthcare.

John R. Ettelson became president of William Blair in 2003 and has been CEO since 2004. Under his leadership, the investment banking and asset management business has grown to more than 20 offices globally and annual revenues have tripled to over $1 billion. During his three decades at William Blair, Mr. Ettelson has held various leadership positions within the firm, including; head of mergers and acquisitions, chief financial officer, and chief operating officer. Mr. Ettelson has a deep commitment to his community and is a respected civic leader. He is the past chairman of the board of trustees for Lincoln Park Zoo and of the Economic Club of Chicago. He currently sits on the boards of the Northwestern Medical Group, Francis Parker School, the Executives’ Club of Chicago, and the Chicago Council on Global Affairs. He is a member of Commercial Club of Chicago, and is a member of its Civic Committee of the Commercial Club of Chicago. Additionally, he is also involved in industry trade organizations where he is on the board and executive committee of SIFMA and on the board of the American Securities Association. Mr. Ettelson received his Sc.B. from Brown University and his JD/M.B.A. from the University of Chicago.

Mortimer J. "Tim" Buckley (born 1969) is an American executive at The Vanguard Group. The Vanguard Board elected him unanimously to succeed F. William McNabb III as chief executive officer upon McNabb's retirement at the end of December 2017.

Wesley Robert Edens (born October 30, 1961) is an American businessman and private equity investor. He is the co-founder of Fortress Investment Group and founder of New Fortress Energy. Edens is co-owner of the Milwaukee Bucks NBA team franchise based in Milwaukee, Wisconsin, along with Marc Lasry. He also owns the eSports team FlyQuest and, along with Nassef Sawiris, became majority shareholder of the English Premier League club Aston Villa in July 2018.

President and CEO at Putnam Investments and Chair of Great-West Lifeco U.S., author of "From Here to Security"