Roger Altman is Founder and Executive Chairman of Evercore, which, in most years, is the most active independent investment bank in the United States.
Mr. Altman began his investment banking career at Lehman Brothers and became a general partner of that firm in 1974. Beginning in 1977, he served as Assistant Secretary of the U.S. Treasury for four years. He then returned to Lehman Brothers, later becoming co-head of overall investment banking, a member of the firm’s Management Committee and its Board. He remained in those positions until the firm was sold.
In 1987, Mr. Altman joined The Blackstone Group as Vice Chairman, head of the firm’s advisory business and a member of its Investment Committee. Mr. Altman also had primary responsibility for Blackstone’s international business.
Beginning in January 1993, Mr. Altman returned to Washington to serve as Deputy Secretary of the U.S. Treasury for two years. In 1995, he formed Evercore. Today, the firm has 75 partners, over 1,000 employees and has handled over $1.5 trillion of merger, acquisition, recapitalization and restructuring transactions.
Mr. Altman is a Trustee of New York-Presbyterian Hospital, serving on its Finance Committee, and is Vice Chairman of the Board of the American Museum of Natural History. He also serves as Chairman of New Visions for Public Schools and is a Director of Conservation International. He is a member of The Council on Foreign Relations. Mr. Altman received an A.B. from Georgetown University and an M.B.A. from the University of Chicago.
Joe Bernik has two decades of experience creating and implementing cyber security management programs at global Financial Institutions. While serving as CISO and head of Information risk and security at ABN AMRO, Fifth Third Bank and BNY Mellon, Joe led teams dedicated to protecting customer data, complying with data-related laws and regulations, and managing incident response programs. Joe started his career with the US Defense Department (DOD) protecting military systems.
Joe has is an avid speaker and writer and has held posts on several industry groups including the Federal Reserve Council on Fraud the Financial Services Information Sharing and Analysis Center (FS-ISAC) and the Open Web Application Security Project (OWASP).