Morgan Stanley

Leadership & Staff

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Jen Easterly Biden Director of Cybersecurity & Infrastructure Security Agency U.S. Department of Homeland Security

• Head of Firm Resilience and the Fusion Resilience Center ('17→?)

Erik Fors Executive with Morgan Stanley

• Position

Brad Wargo Managing Director, Morgan Stanley

• Managing Director ('10→?)

Samantha Cooper

• Executive Director - Merchant Banking & Real Estate Investing (Aug 1 '02→?)

Michele Aronson

• Executive Director

Sylvain Mirochnikoff Managing Director of Morgan Stanley, son-in-law of Robert Mercer

• managing director ('09→?)

Scott Pofcher

• Position

Peter Sherk Managing director and co-head of commodities trading, Morgan Stanley

• managing director, co-head of commodties trading

Deborah Hart COO North American Power & Gas, Morgan Stanley

• COO North American Power & Gas

Brooke Reid Morgan Stanley, Managing Director

• Managing Director

Owners

Richard Sherman Chief Executive Officer at the Geffen Company

• Owner*

Mitsubishi UFJ Financial Group Inc

• Owner; percent stake: 22%

Board Members

1 / 3

Susie Huang Global Co-Head of Investment Banking, Vice Chairman, Managing Director Morgan Stanley

• Global Co-Head of Investment Banking, Vice Chairman, Managing Director

Elizabeth Pauline Lucy Corley Vice Chair, formerly CEO and managing director, of Allianz Global Investors

• Board Member ('18→?)

Judith A Miscik

• Board Member (Nov '14→?)

Stephen J Luczo Chairman and former CEO, Seagate

• Board member ('19→?)

Ray Wilkins AT&T

• Board Member (Aug '13→?)

Ryosuke Tamakoshi

• Board Member (Jul '11→?)

Tom Glocer former CEO Thomson Reuters

• Board Member (May '13→?)

Mary L Schapiro Former SEC chairman in Obama administration

• Board Member ('18→?)

James P Gorman CEO of Morgan Stanley

• Board Member

Hutham S Olayan President & CEO of Olayan America

• Director ('06→?)

Donors

Joyce and Irving Goldman Family Foundation Inc private foundation

• Donation/Grant · 49,000 USD ('15)

Donations

1 / 2

Barack Obama 44th President of the United States

• Donation · 528,182 USD ('07→'08)

Scott Walker 45th Governor of Wisconsin

• Donation · 4,700 USD ('10)

National Equity Fund leading nonprofit Low-Income Housing Tax Credit (LIHTC) syndicator, lender, and equity investor in multi-family affordable housing

• investor

Housing Partnership Network

• Donation/Grant

Children’s Aid Society Private, child welfare nonprofit in NYC founded in 1853 by Charles Loring Brace

• Donation/Grant

Andrew Goodman Foundation

• Donation/Grant

Group of Thirty Influential group of financiers and economists

• Donation/Grant

National Partnership for Women & Families

• Donation/Grant

Equality Michigan

• Donation/Grant

Equality New Mexico

• Donation/Grant

Holdings

Woodward Inc American aerospace and industrial products company

• Owner; percent stake: 1%

LinkedIn Fast-growing professional networking site that allows members to create business contacts

• Institutional investor

Wentworth Holdings LLC Morgan Stanley subsidiary, owns bank's CNG operation

• Owner

Uber Technologies Ridesharing company

• investor*

Energy Transfer Partners, L.P. Pipeline company formed from merger of Sunoco Logistics Partners LP & Energy Transfer Partners LP

• major shareholder; percent stake: 2%

Energy Transfer LP Investments in the limited and general partner interests in ETP, Regency and Lake Charles LNG

• Largest Investor; percent stake: 11%

Cummins, Inc. Indiana Manufacturer of Engines, Filtration and Power Systems

• Owner

Sudberry Properties Commercial Property Development

• investor

Intercontinental Exchange Inc IntercontinentalExchange is a Leading Operator of Regulated Futures Exchanges, OTC Markets and Clearing Houses

• Founder ('00→?)

Child Organizations

1 / 2

European Capital Markets Products

• Child Org

Morgan Stanley Wealth Management Australia Pty Ltd A financial services institution

• a subsidery

Morgan Stanley Capital Group, Inc. Commodities trading firm

• Child Org

Morgan Stanley Investment Management Inc.

• Child Org

Salomon Smith Barney International Ltd

• Child Org

Morgan Stanley Bank, N,A.

• ultimate parent

Discover Financial Services

• business unit (?→Jun 30 '07)

MS Private Equity Asia

• Child Org

Alternative Investment Partners Morgan Stanley's hedge fund, private equity, and real estate fund of funds and solutions business

• business unit

Morgan Stanley Capital Management, LLC

• subsidiary

Memberships

1 / 2

Impact Capital Managers

• Member

Out Leadership The global LGBT+ business network

• Member

Wisconsin LGBT Chamber of Commerce

• Member

National Gay and Lesbian Chamber of Commerce

• Member

Colorado Succeeds

• Member

Business Council of Australia Key corporate lobby group

• Member

Mission Investors Exchange Inc

• Affiliated Member ('17→?)

Living Cities Inc

• Member

U.S. Business Coalition for TPP Group of over 150 corporations and trade associations pushing for the TPP

• Member

Education Finance Council Student loan lobby

• affiliate member

Services & Transactions

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U.S. Department of the Treasury

• bailout agency · 10,000,000,000 USD

United States Department of Energy U.S. government department regulating energy production and nuclear material handling

• Client · 7,160,000 USD ('04→'07)

Defense Logistics Agency Provide supplies and services to America's military forces worldwide.

• Client · 3,360,000 USD ('07)

Capitol Tax Partners LLP Lobbying shop focusing on tax legislation

• Lobbying Firm · 1,620,000 USD ('01→'08)

Eris Group Finance Industry Lobby Group

• Lobbying Firm · 750,000 USD ('03→'08)

James E Boland

• Hired Lobbyist · 640,000 USD ('00→'06)

The Kate Moss Company Legislative Consultant

• Lobbying Firm · 585,000 USD ('99→'08)

Alston & Bird LLP big law firm headquartered in Atlanta

• Lobbying Firm · 570,000 USD ('99→'08)

Public Buildings Service

• Client · 352,686 USD ('03→'05)

Palmetto Group

• Lobbying Firm · 340,000 USD ('99→'01)

Lobbying

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U.S. Securities and Exchange Commission US Federal Agency

• Lobbying (for client) ('99→'08)

White House Office Includes multiple levels of presidential advisory boards and advisors

• Lobbying (for client) ('99→'00)

Office of Management and Budget White House budget office

• Lobbying (for client) ('99→'00)

Office of the United States Trade Representative Office that facilitates global trade on behalf of the United States

• Lobbying (for client) ('99→'08)

Federal Reserve System Central bank of the United States

• Lobbying (for client) ('99→'08)

National Economic Council Domestic and international economic policy advisors to the White House

• Lobbying (for client) ('99→'00)

Office of the Vice President of the United States Personnel who directly support or advise the vice president

• Lobbying (for client) ('99)

National Security Council Advises the President on foreign policy, intelligence, and national security.

• Lobbying (for client) ('00)

Commodity Futures Trading Commission Independent US government agency for regulating derivatives trading

• Lobbying (for client) ('99→'08)

U.S. Department of Labor

• Lobbying (for client) ('99→'08)

Miscellaneous Relationships

Greenville Police Foundation Greenville CS police foundation

• Affiliation [+1]

• Affiliation

Oberfeld vs. Hodges marriage equality ruling

• supported by

Circinus Virginia-based defense contracting company

• Teaming Partner

Living Cities Inc

• program ('91→?)*

Gary H Hunt

• Affiliation