Speaker: Orlando Bravo, Founder and Managing Partner of Thoma 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-focused 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 500 software and technology acquisitions conducted by the firm, representing approximately $265 billion in enterprise value.1 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. You can follow him on X and LinkedIn.
Moderator: James Mohan, CFA, CIPM, Investment Consultant with Mercer
Jim Mohan is an Investment Consultant with Mercer based in the Chicago Office. His primary focus is on providing direct support to clients and consultants, specifically not-for-profit relationships in the U.S. Jim joined Mercer in 2021 and has fifteen years of investment experience.
Prior to joining Mercer, Jim founded the ESG advisory and implementation firm DuPage Investment consultants in 2020. Prior to DuPage, Jim spent two years as a relationship manager at Christian Brothers Investment Services. He earned his Bachelor of Science degree in Finance from DePaul University. He is a CFA charterholder and holds his CIPM. Jim is an active member of the CFA Society – Chicago, contributing as a Co-Chair of the Distinguished Speakers Series advisory group and member of the Annual Dinner advisory group. Jim also volunteers his time teaching financial literacy to underserved youth with Cents Ability.
Agenda:
11:30 a.m. - Registration and Networking
12:00 (Noon) - Welcoming and Begin Conversation
12:55 p.m. - Audience Q & A
1:00 p.m. - Conclusion
Fee*:
Members - $60
Non-Members - $80
Student Members - $25
Please note: No Webcast Available
*Function Tickets can be used
*Refunds are only eligible if cancellations are made at least 24 hours prior to the event. Cancellations made within 24 hours of the event will not be eligible for a refund.
Location:
The Chicago Club
81 E Van Buren St.
CFA Institute Qualified Activity: Eligible for 1 credit hour
Attire: Business Casual
Menu: Luncheon Served
Lunch will be served before and during the conversation.