Concentrated Equity Investors

Myron S. Scholes is a Senior Advisor to Marlowe. He is the Frank E. Buck Professor of Finance, Emeritus, at the Stanford University Graduate School of Business since 1996. Since 2014, he has been the Chief Investment Strategist of Janus Henderson Investors in Denver, Colorado. Professor Scholes is widely known for his seminal work in options pricing, capital market equilibrium, tax policies and the financial services industry. He is widely published in academic journals. He is co-originator of the Black-Scholes options pricing model, which is the basis of the pricing and risk-management technology that is used to value and to manage the risk of “options” contained in instruments around the world. For his work on “a new theory to value derivatives…”, he (along with Robert Merton) was awarded the Alfred Nobel Memorial Prize in Economic Sciences in 1997. Professor Scholes has consulted widely with many financial institutions, corporations and exchanges and continues to lecture for many academic groups and other organizations around the world. Professor Scholes is a member of the Econometric Society and served as President of the American Finance Association in 1990. Professor Scholes has honorary doctorate degrees from the University of Paris, France, McMaster University, Canada, Louvain University, Belgium and Wilfred Laurier University, Canada. He has honorary Professorships from Nanjing University, Nanjing Audit University, Sun-Yet Sen University and Xiamen University. He was given the Innovator of the Year Award from the Chicago Mercantile Exchange and The Lifetime Achievement Award from the Derivatives Association. He was awarded the Sussman Fellows Award. He is a member of American Academy Arts and Sciences.

Abbas (“Eddy”) Zuaiter is a Senior Advisor to Marlowe. Mr. Zuaiter is Chairman and CIO of 33 Capital Management, LLC, a Greenwich, Connecticut based private investment office established in 2022, and Managing Member of Zuaiter Capital Holdings LLC (ZCH). He currently serves on the Board of Directors for Ossia, Inc., CoinMENA, The Capital Holdings Funds plc., is a Member of the Advisory Board for Atom Investors, LP, and the Transform VC Advisory Group. Prior to forming 33 Capital Management and ZCH, Mr. Zuaiter served at Soros Fund Management, LLC (SFM) where he was a member of the Executive, Investment, Management, Capital Allocation and Risk Committees, as well as COO of the firm. During his tenure at SFM, Mr. Zuaiter operated in various capacities, including the roles of Chief Financial Officer and Chief Operating Officer. He was a member of the SFM’s Executive, Investment, Management, Capital Allocation and Risk Committees. SFM is a private investment firm founded by Mr. George Soros. SFM serves as the principal investment advisor to the Quantum Group of Funds, which follow a multi-asset class, multi-manager global macro strategy. Mr. Zuaiter started his career as an Associate at Price Waterhouse LLP, where he worked for two years. From there he became a Partner at AFN Associates Inc., and Partner of PricewaterhouseCoopers LLP (PwC). At PwC he served some of the most significant private and public financial institutions in the world. Abbas graduated with a BSBA in Finance and Accounting from Georgetown University where he served on the University’s Board of Advisors for the McDonough School of Business, and the University’s Board of Regents. Formerly, Mr. Zuaiter was a member of the International Advisory Council of the Middle East Institute and was vice chairman of ABANA (the Arab Bankers Association of North America). Abbas also served as Chairman of Adecoagro (NYSE:AGRO) and Board Member of Arab Bank (Suisse) and Arab Bank (XAMM:ABCO) PLC.

Christopher Mercaldi is a Senior Advisor to Marlowe. Mr. Mercaldi is the founder of 450ft, a personal investment vehicle through which he invests in publicly traded companies. He is passionate about identifying and studying unique, high-quality businesses which can compound over many years – a passion which aligns with Marlowe’s investment philosophy. Prior to founding 450ft, Mr. Mercaldi was a Partner with SPO Partners & Co., a California-based investment firm where he worked for 13 years. Mr. Mercaldi earned a Bachelor of Science in Mechanical Engineering from Harvard University and an MBA from Stanford University.

Ali Jaffery is a Senior Advisor to Marlowe. Mr. Jaffery was a Senior Executive at J. Rothschild Capital Management, an investment arm of the Rothschild Family in London. At JRCM, he oversaw the global, multi-asset portfolio of external relationships. Through these connections, he also initiated direct investments, co-investments, and macro overlays to enhance portfolio returns. Previously, Ali served as a Director of Public Markets and Alternatives at C.M. Capital, a Palo Alto-based single-family office. Ali has amassed over 18 years of experience in asset management, encompassing both the buy-side and sell-side. Before joining C.M. Capital, he conducted energy research at Goldman Sachs. He began his career on the buy side as a generalist analyst at a long-short global equities hedge fund. Ali earned an MPA in International Monetary Policy and Finance from Columbia University, an MBA in Finance from Rutgers Business School, and a BS in Economics from the Lahore University of Management Sciences in Pakistan. He is also a co-author of the book entitled “Hedge Fund Alpha: A Framework for Generating and Understanding Investment Performance.”