Breanna Lee Stein
Portfolio Manager-Equities at Makena Capital Management LLC
Network origin in Breanna Lee Stein first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Vanderbilt University
236
| College/University | Other Consumer Services | 236 |
Stanford Graduate School of Business
98
| College/University | Other Consumer Services | 98 |
Makena Capital Management LLC
 Makena Capital Management LLC Investment ManagersFinance Makena Capital Management LLC (Makena) is a SEC-registered investment advisor and hedge fund manager headquartered in Menlo Park, California. The firm was founded by Michael McCaffery and David Burke in 2005. They are a subsidiary of Makena Capital Holdings LP. Makena provides diversified alternative asset exposure through its range of pooled investment vehicles for a diverse client base which includes endowments, foundations, family offices, sovereign wealth funds and international institutions. The Makena Endowment Portfolio (MEP) is the firm’s flagship endowment-style offering. Makena is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance (ESG) considerations into their investment process.
10
| Subsidiary | Investment Managers | 10 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Breanna Lee Stein via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Summit Partners LP
 Summit Partners LP Investment ManagersFinance Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor Private Equity Investor | |
| THE GOLDMAN SACHS GROUP, INC. | Investment Banks/Brokers | Corporate Officer/Principal President | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Stanford Management Co.
 Stanford Management Co. Investment Trusts/Mutual FundsMiscellaneous Stanford Management Co. (SMC) is the investment office of Stanford University, a private research university headquartered in Stanford, California. The firm was founded in 1991 and invests the Endowment and other financial assets to provide long-term support to the University. SMC provides expert investment management and stewardship of the Merged Pool, which includes substantially all of Stanford’s investable endowment assets. They are overseen by a Board of Directors appointed by the University Board of Trustees. | Investment Trusts/Mutual Funds | Chief Executive Officer Analyst-Equity Corporate Officer/Principal | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| University of Virginia | College/University | Doctorate Degree Graduate Degree Graduate Degree Graduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Undergraduate Degree | |
| Stanford University | College/University | Consultant / Advisor Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Audax Private Equity
 Audax Private Equity Investment ManagersFinance Audax Private Equity (Audax Private Equity) is a private equity subsidiary of 101 Huntington Holdings LLC founded in 1999 by Geoff S. Rehnert and Marc B. Wolpow. The firm is headquartered in Boston, Massachusetts and additional office in San Francisco, California. | Investment Managers | Private Equity Analyst Private Equity Investor | |
GTCR LLC
 GTCR LLC Investment ManagersFinance GTCR LLC (GTCR) is a private equity firm founded in 1980 by Charlie Thomas. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor Private Equity Investor | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income | |
Roark Capital Group, Inc.
 Roark Capital Group, Inc. Investment ManagersFinance Roark Capital Group, Inc. (Roark Capital) is a private equity firm founded in 2001 by Neil K. Aronson. The firm is headquartered in Atlanta, Georgia. | Investment Managers | Private Equity Analyst Compliance Officer | |
| The University of Texas at Austin | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
| The University of Chicago | College/University | Director/Board Member Graduate Degree Masters Business Admin | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
Stanford Management Co. (Private Equity)
 Stanford Management Co. (Private Equity) Investment ManagersFinance Stanford Management Co. (Private Equity) is a Venture Capital firm, a subsidiary of Stanford Management Co. founded in 1991. The firm is headquartered in Stanford. | Investment Managers | Chief Executive Officer Private Equity Investor | |
| University of Georgia | College/University | Undergraduate Degree | |
Blue Harbour Group LP
 Blue Harbour Group LP Investment ManagersFinance Blue Harbour Group LP is an independent hedge fund manager headquartered in Greenwich, Connecticut. It was founded by Clifton Robbins in 2004. The firm manages capital on behalf of public and corporate pension funds, sovereign wealth funds, endowments, foundations, and other institutional investors. | Investment Managers | Analyst-Equity Analyst-Equity | |
| University of Tennessee | College/University | Graduate Degree Undergraduate Degree | |
Merit Capital Partners
 Merit Capital Partners Investment ManagersFinance Merit Capital Partners (Merit Capital Partners) is a private equity firm founded in 1993. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
Rose Paving LLC
 Rose Paving LLC Other Consumer ServicesConsumer Services Rose Paving LLC provides parking lot management solutions to commercial and industrial properties throughout the US. The company operates through specialized business units to offer parking lot management for specific regional situations and circumstances. Its services include asphalt patching and repair, asphalt resurfacing, lot marking, advanced seal coating, hot crack sealing, and storm sewer repair & installation. The company was founded in 1969 by Mike Rose and is headquartered in Bridgeview, IL. | Other Consumer Services | Director/Board Member | |
Vanderbilt University Medical Center
 Vanderbilt University Medical Center Hospital/Nursing ManagementHealth Services Vanderbilt University Medical Center operates as a academic medical center. It provides patient care, research, and biomedical education services. The company is headquartered in Nashville, TN. | Hospital/Nursing Management | Director/Board Member Corporate Officer/Principal | |
Siguler Guff & Co. LP
 Siguler Guff & Co. LP Investment ManagersFinance Siguler Guff & Co. LP (Siguler Guff) is a private equity firm founded in 1995 by George William Siguler, Andrew Joseph Guff and Donald Paul Spencer. The firm is headquartered in New York.with additional offices Boston, Houstan, London. | Investment Managers | Private Equity Investor | |
Nashville Capital Network
 Nashville Capital Network Investment ManagersFinance Nashville Capital Network (Nashville Capital) is a venture capital firm founded in 2003. The firm is headquartered in Nashville, Tennessee. | Investment Managers | Director/Board Member Private Equity Investor | |
Fulcrum Equity Partners Inc.
 Fulcrum Equity Partners Inc. Investment ManagersFinance Fulcrum Equity Partners Inc (Fulcrum Equity Partners) is a private equity firm founded in 2006 by Jeffrey Muir. The firm is headquartered in Atlanta, Georgia. | Investment Managers | Private Equity Investor Private Equity Investor | |
Castlelake LP
 Castlelake LP Investment ManagersFinance Castlelake LP (Castlelake) is a private equity firm founded in 2005 by Rory Joseph O'Neill and Evan Andrew Carruthers. The firm is headquartered in Minneapolis, Minnesota. | Investment Managers | Chief Investment Officer | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Makena Real Estate Fund II Cayman LP
 Makena Real Estate Fund II Cayman LP Investment ManagersFinance Makena Real Estate Fund II Cayman LP operates as a pooled investment fund. The company is headquartered in Menlo Park, CA. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Makena Strategic Opportunities Fund - SH RE LP
 Makena Strategic Opportunities Fund - SH RE LP Financial ConglomeratesFinance Makena Strategic Opportunities Fund - SH RE LP operates as an investment fund. The company is headquartered in Menlo Park, CA. | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Owen Graduate School of Management | College/University | Graduate Degree Masters Business Admin | |
Roundhill Financial, Inc.
 Roundhill Financial, Inc. Investment ManagersFinance Roundhill Financial, Inc., do-business-as Roundhill Investments (Roundhill), is an independent registered investment advisor and ETF sponsor headquartered in New York City. The firm was co-founded by Will Hershey and Tim Maloney. Roundhill provides investment advisory services to registered investment companies as well as a private commingled vehicle. | Investment Managers | Founder Founder | |
Makena Venture Capital Master Fund B LP
 Makena Venture Capital Master Fund B LP Investment ManagersFinance Makena Venture Capital Master Fund B LP operates as a pooled investment fund. The company is headquartered in Menlo Park, CA. | Investment Managers | Director/Board Member Director/Board Member | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| ITAFOS INC. | Chemicals: Agricultural | Director/Board Member | |
Balance Point Capital Advisors LLC
 Balance Point Capital Advisors LLC Investment ManagersFinance Balance Point Capital Advisors LLC (Balance Point Capital) is a private equity firm founded in 2007 by Seth W. Alvord and John L. Ritter. The firm is headquartered in Westport, Connecticut. | Investment Managers | Private Equity Analyst | |
| MILLENIUM HOSPITALITY REAL ESTATE, SOCIMI, S.A. | Real Estate Development | Director/Board Member | |
Paxion Capital Partners
 Paxion Capital Partners Investment ManagersFinance Paxion Capital Partners (Paxion Capital) is a venture capital firm founded in 2015 by James Davidson, Michael Marks and Fritz Wolff. The firm is headquartered in Menlo Park, California. | Investment Managers | Corporate Officer/Principal | |
Cantos Ventures, LLC
 Cantos Ventures, LLC Investment ManagersFinance Cantos Ventures LLC (Cantos Ventures) is a venture capital firm founded in 2016 by Ian Rountree. The firm is headquartered in San Francisco, California. | Investment Managers | Founder | |
Osprey Technology Acquisition Corp. II
 Osprey Technology Acquisition Corp. II Financial ConglomeratesFinance Osprey Technology Acquisition Corp. II is a blank check company. It aims to a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses or entities. The company was founded on September 2, 2020 is headquartered in Philadelphia, PA. | Financial Conglomerates | Corporate Officer/Principal | |
Longjump Ventures
 Longjump Ventures Investment ManagersFinance Longjump Ventures (Longjump) is a venture capital firm founded in 2017 by Tim Grace. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
Gartner Digital LLC
 Gartner Digital LLC Investment ManagersFinance Gartner Digital LLC designs, manufactures, and distributes party goods and stationery products. It offers wedding products, such as wedding invitations, wedding favors, wedding programs, bridal shower and bachelorette products, place cards, and accessories; baby shower invitations, thank you cards, baby shower decorations and favors, table ware, and baby announcement cards; and party ware and supplies, including invitations, party decorations and favors, and birthday and graduation party products. The company was founded by Gregory John Gartner in 1998 and is headquartered in Stillwater, MN. | Investment Managers | Director/Board Member | |
New Coast Ventures LLC
 New Coast Ventures LLC Investment ManagersFinance New Coast Ventures LLC (New Coast Ventures) is a venture capital firm founded in 2014 by Nikolas Cromydas and Scott Kacyn. The firm is headquartered in Chicago, Illinois. | Investment Managers | Founder |
Statistics
International
| United States | 45 |
| Spain | 2 |
Sectoral
| Finance | 30 |
| Consumer Services | 14 |
| Miscellaneous | 2 |
| Health Services | 2 |
| Process Industries | 2 |
Operational
| Director/Board Member | 139 |
| Undergraduate Degree | 101 |
| Private Equity Investor | 62 |
| Corporate Officer/Principal | 51 |
| Masters Business Admin | 33 |
Most connected contacts
| Insiders | |
|---|---|
| Roelof Botha | 37 |
| Bruce Evans | 24 |
| Mike McCaffery | 21 |
| Jon Winkelried | 20 |
| Dave Burke | 18 |
| Aarti Chandna | 15 |
| Larry Kochard | 14 |
| Michele Oglesby | 13 |
| Matt B. McLain | 10 |
| Chad Hooker | 9 |
| Perry Chase | 9 |
| Lizzie Wintle | 7 |
| Tim Evans | 7 |
| Elliot Hambrecht | 7 |
| Lauren Hamlin | 7 |
- Stock Market
- Insiders
- Breanna Lee Stein
- Company connections
