Rosemary Sagar

Executive Committee

Rosemary Sagar, CFA, Executive Committee, is the chief investment officer of Sagar Family Office. She has been allocating to hedge funds and PE structured funds since 2004 on behalf of family trusts and accounts. She is a member of numerous LP advisory committees.

Sagar oversees the family legacy established by her late father Dr. Vidya Sagar at IP law firm Remfry & Sagar, founded 1827, and is chair of The Sagar School, an award-winning boarding school in Rajasthan, India. From 2005 through August 2022, she was CIO of the Kingdon Foundation at Kingdon Capital Management LLC. By allocating entirely to alternatives funds, she grew and diversified the charitable assets while funding donations well in excess of requirements.

From 1996 to 2004, Sagar was managing director and head of global investments at U.S. Trust, where she and her team managed $1.6B in non-U.S. equities. From 1990 to 1996, she was SVP, international equities at GE Investments in Stamford, CT, responsible for managing $1.8B in pension assets for GE, NYC Employees Retirement System, NYC police, and NYC teachers.

She was Chair of GE (UK) Common Investment Fund (GE’s largest pension fund outside of North America) and a board member of the GE Netherlands Pension Fund. Previously, Rosemary was Associate Director of European Research at Baring Securities, VP of international research at Drexel Burnham Lambert and the first international equity analyst at Morgan Stanley, reporting to Barton Biggs.

Sagar was an international advisory board member of the Paris stock exchange/NYSE from 1995 to 2010, and served on the advisory boards of Comex and the Polish Private Equity Fund. She was a Trustee and co-chair of the investment committee of Rumsey Hall School in Washington Depot, CT from 2015 to 2019 and a member of the NY Committee of Human Rights Watch.

She received her MBA from Columbia University, her BS from Boston University (summa cum laude, Beta Gamma Sigma) and a ‘degré superieur’, (with “bien” honors) from the Sorbonne.

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Dana Beth Ardi

Executive Committee

Dana Beth Ardi, PhD, Executive Committee, is a thought leader and expert in the fields of executive search, talent management, organizational design, assessment, leadership and coaching. As an innovator in the human capital movement, Ardi creates enhanced value in companies by matching the most sought after talent with the best opportunities. Ardi coaches boards and investors on the art and science of building high caliber management teams. She provides them with the necessary skills to seek out and attract top-level management, to design the ideal organizational architectures and to deploy people against strategy. Ardi unearths the way a business works and the most effective way for people to work in them.

Ardi is an experienced business executive and senior consultant who leverages business organizational transformation through talent strategies. She uses her knowledge and experience to develop talent strategies to enhance revenue and profit contributions. She has a deep expertise in change management and organizational effectiveness and has designed and built high performance cultures. Ardi has significant experience in mergers, acquisitions, divestitures, IPO’s and turnarounds.

Ardi is an expert on the multi-generational workforce. She understands the four intersecting generations of workers coming together in contemporary companies, each with their own mindsets, leadership and communications styles, values and motivations. Ardi is sought after to assist companies manage and thrive by bringing the generations together. Her book, Fall of the Alphas: How Beta Leaders Win Through Connection, Collaboration and Influence, will be published by St. Martin’s Press. The book reflects Ardi’s deep expertise in understanding organizations and our changing society. It focuses on building a winning culture, how companies must grow and evolve, and how talent influences and shapes communities of work. This is what she has coined “Corporate Anthropology.” It is a playbook on how modern companies must meet challenges – culturally, globally, digitally, across genders and generations.

Ardi is currently the Managing Director and Founder of Corporate Anthropology Advisors, LLC, a consulting company that provides human capital advisory and innovative solutions to companies building value through people. Corporate Anthropology works with organizations, their cultures, the way they grow and develop, and the people who are responsible for forming their communities of work.

Prior to her position at Corporate Anthropology Advisors, Ardi served as a Partner/Managing Director at the private equity firms CCMP Capital and JPMorgan Partners. She was a partner at Flatiron Partners, a venture capital firm working with early state companies where she pioneered the human capital role within an investment portfolio.

Ardi holds a BS from the State University of New York at Buffalo as well as a Masters degree and PhD from Boston College. She started her career as professor at the Graduate Center at Fordham University in New York.