Our team combines a diverse skill set with extensive industry and investment experience.
JEFFREY W. UBBEN is a Founder, Chief Executive Officer and the Chief Investment Officer of ValueAct Capital. Prior to founding ValueAct Capital in 2000, Mr. Ubben was a Managing Partner at Blum Capital Partners for more than five years. Mr. Ubben is a director of Twenty-First Century Fox, Inc. and Willis Towers Watson PLC, a former chairman and director of Martha Stewart Living Omnimedia, Inc., and a former director of Catalina Marketing Corp., Gartner Group, Inc., Mentor Corporation, Misys, plc, Sara Lee Corp., Valeant Pharmaceuticals International and several other public and private companies. In addition, Mr. Ubben serves as chairman of the national board of the Posse Foundation, is on the board of trustees of Duke University, and is also on the board of trustees of Northwestern University. He has a B.A. from Duke University and an M.B.A. from the Kellogg School of Management at Northwestern University.
G. Mason Morfit is a Partner and the President of ValueAct Capital. Prior to joining ValueAct Capital in January 2001, Mr. Morfit worked in equity research for Credit Suisse First Boston. Mr. Morfit is a director of Microsoft Corporation and Valeant Pharmaceuticals International and a former director of Advanced Medical Optics, Inc., C.R. Bard, Inc., Immucor, Inc., MSD Performance, Inc. and Solexa, Inc. He has a B.A. from Princeton University.
BRADLEY E. SINGER is a Partner and Chief Operating Officer of ValueAct Capital. Prior to joining ValueAct Capital in May 2012, Mr. Singer was the Senior Executive Vice President and Chief Financial Officer of Discovery Communications, Inc. and the Chief Financial Officer & Treasurer of American Tower Corp. Prior to American Tower, Mr. Singer worked as an investment banker at Goldman, Sachs & Co in New York and London. Mr. Singer is a director of Motorola Solutions, Inc. and Rolls-Royce Holdings plc and is a former director of Martha Stewart Living Omnimedia, Inc. and Citizens Communications Corp. In addition, Mr. Singer currently serves on the Boards of the Posse Foundation and the McIntire School of Commerce at the University of Virginia. He has a B.S. from the University of Virginia and an M.B.A. with Distinction from Harvard Business School.
KELLY J. BARLOW, CFA is a Partner of ValueAct Capital. Prior to joining ValueAct Capital in August 2003, Mr. Barlow worked at EGM Capital (“EGM”) for more than six years. During his tenure at EGM, he served primarily as portfolio manager of the firm’s flagship long/short equity fund. Prior to EGM, Mr. Barlow worked at Wells Capital Management, a wholly owned subsidiary of Wells Fargo Bank. Mr. Barlow is a former director of Adobe Systems Inc., Allscripts-Misys Healthcare Solutions, Inc., KAR Auction Services, Inc. and Sirva, Inc. He has a B.S. with Honors from California State University, Chico and is a CFA charterholder.
RYAN M. BIRTWELL, CFA is a Partner at ValueAct Capital, having joined in June 2004. Mr. Birtwell is a director of Seitel, Inc. and a former director of KAR Auction Services, Inc. He received a B.A. from Middlebury College in 2004 and is a CFA charterholder.
BRANDON B. BOZE, CFA is a Partner of ValueAct Capital. Prior to joining ValueAct Capital in August 2005, Mr. Boze worked in investment banking for Lehman Brothers for three years. Mr. Boze is a director of CBRE Group, Inc. and a former director of Valeant Pharmaceuticals International. He has a B.E. from Vanderbilt University and is a CFA charterholder.
D. ROBERT HALE is a Partner of ValueAct Capital. Prior to joining ValueAct Capital in January 2011, Mr. Hale was a Principal with The Parthenon Group, working in both the Boston and Mumbai offices of Parthenon’s strategic consulting practice, as well as in an investment role at Parthenon’s long-short public equity vehicle, Strategic Value Capital. Mr. Hale is a director of MSCI, Inc. and Valeant Pharmaceuticals International. He has an A.B., cum laude, from Dartmouth College.
GREGORY P. SPIVY is a Partner of ValueAct Capital. Prior to joining ValueAct Capital in September 2004, Mr. Spivy worked with Gryphon Investors, a private equity fund with $500 million in investments. Previously, Mr. Spivy was a Managing Director at Fremont Partners (“Fremont”), a private equity firm. Prior to joining Fremont, Mr. Spivy was a Director with The Bridgeford Group, and began his career in the mergers and acquisitions department of Lehman Brothers. Mr. Spivy is the chairman and a director of Seitel, Inc., a director of Allison Transmission Holdings, Inc. and Armstrong World Industries, Inc. and the former chairman of MSD Performance, Inc. and a former director of MDS, Inc., MSC Software Corp., PRA International and KAR Auction Services, Inc. He has a B.A. from Northwestern University.
Jacob H. Welch is a Partner of ValueAct Capital. Prior to joining ValueAct Capital in August 2009, Mr. Welch worked as an analyst with The Blackstone Group in its private equity division in New York. Mr. Welch is a director of Armstrong Flooring, Inc. He has a B.A., cum laude, from Harvard College.
ALLISON A. BENNINGTON is a Partner and the General Counsel of ValueAct Capital. Prior to joining ValueAct Capital in April 2004, Mrs. Bennington was the General Counsel of Atriax, Ltd. (“Atriax”), a joint venture of Deutsche Bank, J.P. Morgan Chase, Citibank and Reuters. Prior to joining Atriax, Mrs. Bennington was a Managing Director of Robertson Stephens, a full service investment bank, where she ran the Legal Department. Mrs. Bennington was previously a Partner in the London office of Brobeck Hale and Dorr International. Mrs. Bennington is a director of Seitel Inc. and is a member of the Advisory Board of the Program on Corporate Governance at Harvard Law School. Mrs. Bennington is also a member of the Corporate Governance Advisory Council of the Council of Institutional Investors. She has a B.A. from the University of California at Berkeley and a J.D. from the University of California, Hastings College of the Law.
CHARLES SIU, CPA is a Partner and the Chief Financial Officer of ValueAct Capital. Prior to joining ValueAct Capital in May 2006, Mr. Siu was a partner of Onsight Associates (“Onsight”), a San Francisco-based financial advisory firm that provides financial reporting and fund administrative support. While at Onsight, Mr. Siu consulted with a number of venture capital firms and hedge funds as a contract CFO/Controller. Prior to Onsight, Mr. Siu worked in the Venture Capital & Private Equity Group and the Real Estate Tax Group at PricewaterhouseCoopers, LLP. He has a B.S. and an M.S. from Golden Gate University and is a Certified Public Accountant.
BRIANA J. ZELAYA is a Partner and the Head of Marketing and Investor Relations of ValueAct Capital. Prior to joining ValueAct Capital in 2000 at its inception, Mrs. Zelaya was in Marketing at Blum Capital Partners (“Blum”). While at Blum, Mrs. Zelaya was responsible for the production of all client reports and correspondence, consultant and performance database management and reporting, maintenance of the firm’s client and prospect database, development and presentation of marketing materials and general administrative support for client services and marketing. She has a B.A. from Loyola Marymount University and M.B.A. from the Kellogg School of Management at Northwestern University.