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EMC - Orlando Bravo Bio

Orlando Bravo

Orlando Bravo is a Founder and Managing Partner of Thoma Bravo. He led Thoma Bravo’s early entry into software buyouts and built the firm into one of the largest software investors in the world. Today, Orlando directs the firm’s strategy and investment decisions in accordance with its principles of partnership, innovation and performance.

Orlando has overseen over 455 software and technology acquisitions conducted by the firm, representing more than $255 billion in enterprise value. Forbes named him “Wall Street’s best dealmaker” in 2019, and he was dubbed “Private equity’s king of SaaS” by the Financial Times in 2021.

Orlando was born in Mayaguez, Puerto Rico. He graduated Phi Beta Kappa with a bachelor’s degree in economics and political science from Brown University in 1992, and earned a JD from Stanford Law School and an MBA from the Stanford Graduate School of Business in 1998.

He is the Founder and Chairman of the Bravo Family Foundation, which aims to provide young adults in Puerto Rico with access to opportunity. In 2019, Mr. Bravo committed $100 million to the Foundation’s Rising Entrepreneurs Program (REP) with the goal of fostering entrepreneurship on the island. In addition, he has been personally involved in responding to the hurricanes that have devastated communities across Puerto Rico, providing an additional $20 million in funding for humanitarian and relief efforts following Hurricanes Maria (2017) and Fiona (2022).

The Orlando Bravo Center for Economics Research at Brown University supports innovative research, training and collaborative projects for faculty and students in the Department of Economics. At Stanford Law School, Orlando created the Bravo Family Public Interest Post-Graduate Fellowship Fund to support students seeking full-time employment in public interest.

Orlando’s philanthropic interests also include causes in healthcare. He endowed faculty scholar and fellow positions at Stanford University’s Sean N. Parker Center for Allergy Research and supports a wide range of medical research. He is a member of the Board of Trustees at Memorial Sloan Kettering Cancer Center.

Orlando is a Member of the Board of Trustees of the Corporation of Brown University.

EM Detailed Schedule

8:00⁠⁠–⁠⁠9:30

Registration

Lobby

Continental Breakfast  

Second Floor
9:30⁠–⁠10:30

Welcome & Opening Remarks

Sylvester McClearn
Director of Emerging Managers Programs

Second Floor

Keynote Address

Thomas P. DiNapoli
New York State Comptroller

CIO Remarks

Anastasia Titarchuk
Chief Investment Officer & Deputy Comptroller

Guest Speaker

Orlando Bravo
Founder & Managing Partner 
Thoma Bravo

10:30⁠–⁠10:45

Break

 
10:45⁠–⁠11:00

Sustainable Investments & Climate Solutions (SICS) Presentation

Andrew Siwo – SICS Director

Second Floor
11:00⁠–⁠12:15

Founder's Discussion

Founder’s Perspective: The Challenges and Opportunities in Launching a First-Time Fund

Moderator: Anastasia Titarchuk CIO & Deputy Comptroller

Lisa Melchoir – Vertu Capital Partners

Kerstin Dittmar – L2 Point Management

Jennifer Keith – Ethos Real Estate Partners

David Perez – Avance Investment Management

Second Floor
12:15⁠–⁠1:30

Lunch & Open Networking 

Second Floor
1:30⁠–⁠2:45Asset Class Breakouts & NetworkingFirst Floor

Public Equity

Introductory Remarks 
Jennifer Cardiff, Director, Global Equities 
New York State Common Retirement Fund

Presenters

  • Xponance
  • Leading Edge Investment Advisors
Room 1A

Fixed Income & Credit/Opportunistic

Introductory Remarks 
Michael Lombardi, Director, Credit
Jon Lieber, Director, Fixed Income
New York State Common Retirement Fund

Presenters

  • Aksia
Room 1B

Private Equity

Introductory Remarks 
Joe T. Dawson, Director, Private Equity 
New York State Common Retirement Fund

Presenters

  • Muller & Monroe Asset Management
  • HarbourVest Partners
  • Farol Asset Management
Room 2A

Real Estate & Real Assets

Introductory Remarks 
Manuel Casanga, Director, Real Estate & Real Assets 
New York State Common Retirement Fund

Presenters

  • GCM Grosvenor
  • Artemis Real Estate Partners
  • Albourne Partners
Room 2B

Legal Panel
Approved for Investment, What's Next?

Joyce Abernethy, General Counsel 
New York State Common Retirement Fund

Room 2C
2:45⁠–⁠4:00

Comptroller's Dessert Reception & Open Networking

First Floor

Migrant Tracker - Charts (January 2024)

Google Charts - API

State Contract and Payment Actions in December

In December, the Office of the State Comptroller approved 2,332 contracts for state agencies and public authorities valued at $75.6 billion and approved nearly 1.8 million payments worth more than $15.6 billion. The office rejected 212 contracts and related transactions valued at $15.4 billion and nearly 1,800 payments valued at nearly $12.6 million, primarily for mistakes, insufficient support for charges, and improper payments. More information on these contracts and payments is available at Open Book New York.

Local Sales Tax Collections Increased by 4.2 Percent in 2023, February 2024

Local government sales tax collections in New York State totaled $23 billion in calendar year 2023, up 4.2 percent (or nearly $919 million) compared 2022. This past year’s growth lagged compared to both 2021 and 2022, when a combination of rising inflation and a surge in taxable sales statewide led to double-digit growth after significant COVID-related declines in 2020. Despite the slowdown, collections returned to growth rates more consistently seen before the pandemic.

DiNapoli: Former Town Clerk Pleads Guilty to Stealing Nearly $4,000 From Town of Lincoln

New York State Comptroller Thomas P. DiNapoli, Chenango County District Attorney Michael Ferrarese, and the New York State Police today announced the plea and sentence of Amy Becker, former Clerk for the Town of Lincoln, for stealing nearly $4,000 from the Town. The plea was the result of a joint investigation between Comptroller DiNapoli’s Office, the Chenango County District Attorney’s Office, and the New York State Police. As part of the plea agreement she paid full restitution in the amount of $3,869.