Lusa Zhou

Corporate Officer/Principal at Monogram Capital Management LLC

Finance

Consumer Services

Profile

Lusa joined Monogram in 2016.
She evaluates, executes, and supports investments across various consumer and retail verticals.
Prior to joining Monogram, Lusa was with The Carlyle Group, a leading global alternative asset manager, where she was a member of the private equity practice’s consumer and retail team and focused on investing in and supporting Beats Electronics, Acosta, NBTY, and Dunkin’ Brands.
She began her career in investment banking at Evercore as a generalist in the Mergers & Acquisitions practice.
Lusa earned a B.B.A.
from the Stephen M.
Ross School of Business at the University of Michigan (with high distinction) and an M.B.A.
from Harvard Business School.

Lusa Zhou active positions

Companies	Position	Start
Monogram Capital Management LLC Monogram Capital Management LLC Investment ManagersFinance Monogram Capital Management LLC (Monogram Capital Management) is a private equity firm founded in 2014 by Jared R. Stein and Oliver U. Nordlinger. The firm is headquartered in Beverly Hills, California.	Corporate Officer/Principal	01/01/2020

All active positions of Lusa Zhou

Former positions of Lusa Zhou

Companies	Position	End
Evercore Group LLC Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.	Corporate Officer/Principal	-
The Carlyle Group LP (Corporate Private Equity) The Carlyle Group LP (Corporate Private Equity) Investment ManagersFinance The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.	Private Equity Analyst	-

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Training of Lusa Zhou

Stephen M. Ross School of Business	Undergraduate Degree
Harvard Business School	Masters Business Admin

Experiences
Positions held

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Inactive

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Private companies

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Connections

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Linked companies

Private companies	3
The Carlyle Group LP (Corporate Private Equity) The Carlyle Group LP (Corporate Private Equity) Investment ManagersFinance The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.	Finance
Evercore Group LLC Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.	Finance
Monogram Capital Management LLC Monogram Capital Management LLC Investment ManagersFinance Monogram Capital Management LLC (Monogram Capital Management) is a private equity firm founded in 2014 by Jared R. Stein and Oliver U. Nordlinger. The firm is headquartered in Beverly Hills, California.	Finance

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