Fireside Chat with Alan Jones, Managing Director and Vice-Chairman of Private Credit & Equity, Morgan Stanley


Alan Jones

Morgan Stanley
Managing Director and Vice-Chairman of Private Credit & Equity

Alan Jones is a Managing Director and Vice-Chairman of Private Credit & Equity at Morgan Stanley.  He is also a Senior Advisor to North Haven Capital Partners.  He serves as a member of the Investment Committees for Morgan Stanley Private Equity, Morgan Stanley Private Equity Asia, Morgan Stanley Expansion Capital, Morgan Stanley Infrastructure Partners, Morgan Stanley Credit Partners, and Morgan Stanley Energy Partners, and as a member of the Private Investment Risk Committee.  He currently serves as a Director of HBF, Cadence, 24-Seven, CoAdvantage, Access Cash, and Smile America Partners.  He has previously served as a Director of McKechnie Aerospace, Zenith (U.K.), EmployBridge, and Creative Circle.

Starting in 2007 A.J. re-built Morgan Stanley’s private equity investing business and from 2007-2018 was Head of Private Equity and Chair of the Private Equity Investment Committee.  He served with a Co-Head from 2007-2010  and from 2017-2018.  He has also served as a member of the Senior Management Committee of Morgan Stanley Investment Management. From 2005-2006 A.J. was Head of Corporate Finance.  From 2002 to 2005 he was Global Co-Head of the Financial Sponsors Group.  From 2001-2002, he was Head of Global Leveraged Finance and from 2000-2001 served as Co-Head of Global Leveraged Finance. From 1997–2000 A.J. was based in London where he established and ran the Firm’s European Leveraged Finance Department and where he established and served as a Director of Morgan Stanley Bank (U.K).  He also served as a member of the European Investment Banking Division Operating Committee. From 1993–1997, he was a coverage officer in the Firm’s U.S. Financial Sponsors Group.  A.J. joined Morgan Stanley in 1993 after eight years at First Boston, where he had been a Director in the High Yield Finance Group.

A.J. has also served as a member of Morgan Stanley’s Investment Banking Division’s Operating Committee, and Private Investment Committee. He has also served as Co-Chairman of the Firm’s Credit Commitment Committee.

A.J. is a Director of the American Repertory Theater; a Director of Physicians for Human Rights; a Director of the International Biomedical Research Alliance; a Director of C4Q, which increases economic opportunity through technology; a member of the Council on Foreign Relations; a member of Harvard’s Committee on University Resources; Co-Chairman of the Harvard Business School Fund; a member of the Harvard Business School Board of Dean’s Advisors; Co-Chair of Reunion Giving for the Harvard College Fund; Chief Fund Agent for the Harvard Business School Class of 1987; Reunion Co-Chairman for the Harvard College Class of 1983; and a mentor in Senator Gillibrand’s Women’s Mentoring Initiative.

  He was an Executive Producer of Letters From Baghdad, a documentary of the life of Gertrude Bell; and was also a Producer of Shakespeare’s Globe’s Tony-nominated Broadway production of Twelfth Night and Richard III.

  A.J. has previously served as President  of the Board of Trustees of the Brearley School; a Director of the U.S. Board of Shakespeare’s Globe; a Co-Chairman of the Harvard Parents’ Fund; Chairman of the All Souls Emergency Relief Fund; a David Rockefeller Fellow; a Director of Communities in Schools; a Director of the Franklin & Eleanor Roosevelt Institute; a Director of Musica Viva; a Director of the Shakespeare Society; a Director of the Heart and Soul Charitable Foundation; a member of the Foreign Policy Program Leadership Committee at The Brookings Institution; and a Director of the Everybody Wins Foundation.

A.J. received an AB magna cum laude in Biochemical Sciences in 1983 from Harvard College, where he was elected to Phi Beta Kappa. In 1987, he received an MBA with High Distinction from Harvard Business School, where he was a Baker Scholar.


Jon Weber

BlueMountain Capital Management LLC
Head of Portfolio Company Management

Jon is Head of Portfolio Company Management at BlueMountain Capital Management, where he works with management and boards of companies where the firm is an influential investor.

Prior to joining BlueMountain, Jon headed groups at Anchorage Capital Group, Goldman Sachs Special Situations Group and Icahn Enterprises, where he was responsible for operational oversight, governance and value enhancement of portfolio companies.  In those capacities, he acted as board chair or member, senior executive, or board-level advisor for dozens of companies in a broad range of industries over 15 years.  Roles included President of Icahn Enterprises, L.P. (NYSE-IEP), CEO of Philip Services Corporation and Viskase Companies, and board member of American Railcar Industries, Crescent Communities, Martinrea Honsel, National Energy Group, WestPoint International, WIND Hellas, Xenith Bankshares and XO Communications.  Previously, Jon was an investment banker at JPMorgan Chase & Co. and Morgan Stanley, and an attorney with Weil, Gotshal & Manges.

He is a Life Member of the Council on Foreign Relations and a board member of Chai Lifeline, an organization dedicated to meeting the needs of seriously ill children.  Jon earned a J.D., cum laude, from Harvard Law School, and BS and MBA, magna cum laude from Babson College.

Panel 1: State and Evolution of the Operating Partner Role


Bob Lobley

Juna Equity Partners
Operating Partner

A 34 year GE veteran, Bob led operational teams in manufacturing and technology, designed and implemented supplier quality and ISO9000 systems, implemented Lean/flow methodologies, developed information technology solutions, developed marketing plans, and led financial/business process audits.
Before joining the Juna team, Bob supported GE Equity’s portfolio by improving business processes such as procurement, data analytics, restructuring, HR, customer support, sales, shipping, and factory layout. A certified Master Black Belt, he added measurable enterprise value to the investments.

Bob started his career with GE through the Manufacturing Management Program. An alumnus of GE's Corporate Audit Staff, Bob held operational, technology, quality, and commercial leadership roles at GE Aerospace, Industrial Systems, GE Financial Assurance, and GE Trading/Licensing.

Bob holds an MBA from Binghamton University, and is a graduate of Manhattan College, where he earned a Bachelor's of Electrical Engineering.


David Buckley

General Atlantic
Operating Principal

David Buckley is a member of General Atlantic’s Resources Group, based in New York.  David works closely with executive teams to drive top-line revenue growth in the Americas and Europe, with an emphasis on pricing optimization, sales force effectiveness and go-to-market strategy. He also leads the GA Network, an integral part of General Atlantic’s value-add capabilities that helps link portfolio companies to valuable sales leads, insights, and talent around the world.  David has closely supported many of General Atlantic’s portfolio companies, including Axel Springer Digital Classifieds, Sura Asset Management, MedExpress, and QTS.

David joined General Atlantic in 2011 from McKinsey & Company, where he served clients in the high tech and industrial sectors as a member of the Marketing and Sales Practice.  Previously, he served as a Captain in the United States Army.  He has an MPP from Princeton University's Woodrow Wilson School of Public and International Affairs and a B.A. Degree from the University of Notre Dame.

Company overview:
General Atlantic is a leading investment firm with a singular focus on global growth equity. GA has over $24 billion in assets under management, and operates globally across 13 offices.  Drawing from over three decades of experience investing in over 250 growth companies, GA focuses exclusively on partnering with exceptional companies that have proven business models and strong revenue growth in dynamic industries. 


Kelley Morrell

Blackstone Group
Managing Director, Tactical Opportunities

Kelley Morrell is a Managing Director and Head of Asset Management in the Tactical Opportunities group. In that role, she is involved in the ongoing management and oversight of the group’s investment portfolio, and creating and driving value-added initiatives alongside the investment team.
Before joining Blackstone, Ms. Morrell served as Executive Vice President and Chief Strategy Officer at CIT. At CIT, Kelley helped shape the company's strategic direction following its emergence from bankruptcy, and led numerous strategic transactions that contributed to CIT's transformation to a bank. Prior to that, Kelley served as senior director of the U.S. Treasury's Automotive Industry Financing Program during the Obama Administration, where she had primary responsibility of overseeing the taxpayers' investments in Chrysler Financial and Chrysler Group.
Kelley graduated magna cum laude from Harvard College and received her MBA with distinction from Harvard Business School.


Jill Wight

The Carlyle Group

Jill Wight is a Principal with the Carlyle Equity Opportunity fund. She focuses on portfolio company management and operational improvement initiatives. She is based in New York.

Prior to joining Carlyle, Ms. Wight was with Goldman Sachs where she led the Portfolio Operations Team for the Special Situations Group.  Earlier in her career, Ms. Wight worked at GSC Partners, Bain & Company and Marakon Associates.

Ms. Wight received an MBA, with distinction, from the Wharton School at the University of Pennsylvania, and holds a B.A. from Yale University.

Panel 2: Winning the War for Talent to Drive Returns


Suraj Ramdas

BlueMountain Capital Management
Vice President of Business Management and Strategy

Suraj Ramdas is a member of the Private & Structured Investments team at BlueMountain Capital. He focuses on portfolio company management.

Suraj joined BlueMountain from Bridgewater Associates where, as a Senior Management Associate, he managed research teams and subsequently went on to lead high priority projects in Client Service. Prior to Bridgewater, he was an Engagement Manager with McKinsey and Co and a Tech entrepreneur. Suraj received his Master’s in Business Administration from the Tuck School of Business at Dartmouth and Bachelor's in Engineering from BITS, Pilani.


Sharon Daley

Operating Partner, Portfolio Operations

Sharon Daley is an Operating Partner in Portfolio Operations, involved in assisting Blackstone’s portfolio companies with C-suite leadership assessment, coaching and development in addition to organization effectiveness, senior executive staffing, talent management, Board development and human resources practices.

Before joining Blackstone in 2018, Sharon spent 34 years with GE, progressing through a variety of senior Human Resource roles across the businesses comprising its Industrial portfolio. In addition, Sharon worked at GE’s corporate headquarters focused on senior leadership development and succession. Sharon gained significant global experience in mergers and acquisitions during the last decade of her tenure with GE and was named VP-HR and Cultural Integration for the GE-Alstom acquisition in 2014, the largest industrial acquisition in GE’s history. Sharon was an early champion of the GE Women’s Network and served on its advisory board for many years.

Sharon graduated from Rutgers University and is also a graduate of GE’s Human Resources Leadership Program.


Scott Estill


Scott is a Partner at Lancor and has over 20 years of deal generation, M&A, financial services and executive recruiting experience. He leads Lancor's New York City office.

Through Lancor's Advisory practice, Scott and his team assist private equity funds with originating and appraising potential transactions, sourcing industry experts for pre-acquisition due diligence, and finding backable senior management teams.

Scott has worked within the banking and private equity ecosystem as a banker and by serving C-suite and board level multinational clients within the private equity and family office sectors.

Prior to Lancor, Scott co-led the NY / North American office at Skillcapital and co-led the executive search while building their deal origination practice. Clients included Apax, Bain, Blackstone, GTCR, New Mountain, Warburg Pincus and others.

Prior to joining Skill Capital, Scott was a Partner in Heidrick & Struggles’ New York office and responsible for building the same type of Executive-led Merchant Bank and was a member of the Global Financial Services Practice. He was also responsible for middle market banking, private equity and real estate executive search.

Before joining Heidrick & Struggles, Scott spent ten years as the Co-Founder and Director of Coady Diemar Partners, a 30 person, boutique investment bank focused on M&A and Capital Raising. Based on his success at Coady Diemar, he was honored as one of M&A Advisor's 40 under 40 M&A professionals in North America. Prior to this, Scott was a Banker at Donaldson Lufkin & Jenrette, Credit Suisse First Boston and Hambrecht & Quist.

Scott received an MBA from both London Business School and Columbia Business School and a bachelor’s degree in both economics and finance and business management from Gettysburg College. He also graduated from the INSTEP economics program at Cambridge University.

Scott is on the NY Board of the Association of Corporate Growth, a global organization focused on M&A deal makers (Bankers, PE professionals. Lawyers, Accountants etc.) and business leaders with 56 chapters and over 14,000 members located around the world. He is on the Board of Unison Advisors, an independent investment manager and registered investment advisor that specializes in valuation based multi-asset strategies and the Board of BluWave, a PE focused consulting advisory firm. Scott also lectures for M&A and Finance classes at both Columbia and Fordham Business School.


Joelle Marquis

Arsenal Capital Partners

Joined Arsenal in 2003

Area of Focus:

  • Firm Management
  • Human Capital

Prior Experience:

  • Baltimore Technologies
    Chief Operating Officer, Americas for Secure Hosting; Vice President, Human Resources and Services
  • National Grange Mutual Insurance
    Senior Operating, HR, and IT positions
  • Big Y Foods
    Senior Operating and HR Positions


  • Renaissance Mark Holdings (Previous)
  • TallyGenicom Holdings (Previous)


  • B.S. in Business Administration
    Western New England College
  • M.S. in Organizational Development, summa cum laude
    American International College  
  • University of Michigan's Executive Leadership Certificates


  • Senior Professional in Human Resources (SPHR)

Event Details


June 7, 2018 8 AM - 11:30 AM EDT