Shundrawn A. Thomas is a professional investor and corporate executive with over 25 years of impactful leadership in financial services. He is the Founder and Managing Partner of The Copia Group (TCG), a private investment firm which provides capital solutions for lower middle market companies and drives social impact through the power of scalable businesses.
Prior to founding TCG, Shundrawn served as President of Northern Trust Asset Management, a leading global investment manager with over $1.3 trillion in assets and served as a member of the executive management group of Northern Trust Corporation. His executive roles included Head of FlexShares ETFs, President of Northern Trust Securities, and Head of Corporate Strategy. Prior to joining Northern Trust, Shundrawn worked at Goldman Sachs and Morgan Stanley in sales, trading, and research divisions.
Highly respected for his authentic leadership style, Shundrawn has earned numerous industry accolades. In 2017 Black Enterprise Magazine identified him among the Most Powerful Executives in Corporate America. In 2021, Shundrawn became a member of ThinkAdvisor’s 2021 class of industry luminaries, and InvestmentNews honored him with a lifetime achievement award for leadership in diversity, equity, and inclusion.
Shundrawn is an esteemed speaker, thought leader, and published author. He serves as a Board Director of Reinsurance Group of America (NYSE: RGA) and as a trustee for the Financial Accounting Foundation. Shundrawn also supports a range of philanthropic causes including serving as a trustee for Rush University Medical Center and Chicago’s Museum of Science & Industry.
Shundrawn received a B.S. degree in accounting from Florida A&M University and an MBA degree from the University of Chicago Booth School of Business, where he was a Toigo Fellow. Shundrawn is happily married to his lovely wife, Latania, and they have two young adult sons.
Anthony D. Hoye is a professional investor and seasoned executive with over 30 years of financial services experience. He specializes in structuring, underwriting, and executing credit transactions, ranging from senior debt, mezzanine lending to structured loans. He serves as Partner and Head of Private Credit for The Copia Group (TCG). Anthony is a trusted, strategic advisor to middle market and large corporate clients spanning multiple industries including Consumer, Business Services, Healthcare and Media.
Prior to joining TCG, Anthony served as Director and Senior Credit Officer in the Global Corporate & Investment Banking group of Bank of America Merrill Lynch. He covered over 100 clients and managed $35 billion of credit exposure in the Consumer, Retail and Healthcare industry group. Anthony also served as the Credit Risk Industry Owner and Subject Matter Expert for the Retail sector. Previously, he served as a Structured Credit Executive in the Global Wealth & Investment Management group, providing credit advisory and structured lending.
As a U.S. Bank Director in the Commercial and Middle Market, Anthony originated and underwrote senior and subordinated debt financing transactions and led the portfolio management of over 50 clients.
At JPMorgan Chase, Anthony worked for the principal investment subsidiary, Chase Capital that invested $1.2 billion in over 40 different middle market companies. During his tenure, he originated and underwrote private credit and equity investments across multiple industries. He also worked at JPMorgan Mezzanine which invested $300 million in private credit and equity in support of middle market companies.
Anthony holds an MBA from the University of Chicago Booth School of Business and an M.A. in Economics and a B.S. in Finance from the University of Illinois.
Beata D. Kirr is a high-impact investment executive with significant experience in investing, asset allocation, portfolio creation and communications. She serves as Managing Director and Chief Impact Officer for The Copia Group (TCG). Most recently, at Bernstein Private Wealth, Beata led key change initiatives, expanded Bernstein offerings, and drove the creation and growth of $6B of Purpose Driven strategies.
Prior to joining TCG, Beata served as Co-head of Investment Strategies, overseeing strategic asset allocation, manager selection, investment evolution and communications for the firm’s $100 billion investment platform. She was also a member of the Private Wealth Executive Leadership Team and served as the President of the $35B Sanford C. Bernstein Mutual Fund Board. Previously, Beata was Head of Core Asset Strategies, leading the allocation platform & portfolio selection.
Beata is most proud of spearheading Bernstein Impact Alternatives, delivering customized access to private equity and venture capital strategies, focused on environmental sustainability, health equity and economic opportunity.
As a passionate supporter of women in finance, Beata created and led the Women & Wealth Institute, Bernstein’s global programming that elevates women’s voices in financial services. As part of this, Beata hosted the highly successful Women & Wealth podcast. Beata has been recognized as Investment News Women to Watch Top Portfolio Performer (2022) and Private Asset Management Women & Wealth Individual Advocate (2021).
Prior to Bernstein, Beata held investment roles at Harris Alternatives, a global hedge fund, and Goldman Sachs Investment Banking, Capital Markets and Research Sales.
Beata serves on the Investment Committee for Congregation SukkatSholom and is a member of National Charity League, Northwestern University’s Council of 100 and Chief.
Beata holds a bachelor’s degree in finance and marketing from the Wharton School at the University of Pennsylvania and an MBA from the Kellogg School of Management.
Todd C. Schneider is a CPA and seasoned executive with over 30 years of financial services experience. He is the Chief Financial Officer and Chief Compliance Officer for The Copia Group (TCG). He has high ethical standards who is a proven leader with extensive operational and management expertise in banking and alternative asset management.
Prior to joining TCG, Todd was the CFO & CCO at Delta Capital Partners, a private equity firm focused on litigation finance. At Delta, he was member of the management committee, responsible for investment modeling & pricing, investor relations & reporting, regulatory compliance & reporting, tax, management of outsourced service providers, human resources, information technology, and office management.
Todd was the CFO & CCO of Shorehill Capital LLC, a private equity firm investing in middle market industrial and distribution businesses. He was also the CFO & CCO of CHS Capital LLC, the predecessor firm of Shorehill Capital. Todd’s first private equity role was at Conversus Asset Management, a publicly traded private equity fund of funds, where he was the CFO.
At FBOP Corporation, a privately held multi-bank holding company with 150+ customer-banking centers in Illinois, Texas, Arizona, and California, he was a Senior Vice President & Chief Accounting Officer. Todd was the Chair of the ALM Committee and a member of the Pension & 401(k) Plan Committees. Todd began his career with KPMG, serving most recently as a senior manager in the assurance practice specializing in banking.
Todd has an MBA from the University of Chicago Booth School of Business and a B.S. in Accounting from Northern Illinois University. Todd is married to Cynthia, and they have three adult children.
Peter W. Washington is a seasoned credit investment professional with over 20 years of experience serving middle market borrowers. He serves as Managing Director and Head of Originations for The Copia Group (TCG). Peter has extensive experience in all phases of the credit investment process, including credit strategy, credit policy, sourcing, underwriting, deal execution, and portfolio management. He has completed senior secured, equipment leasing, and subordinated loan transactions for his clients. Peter’s industry expertise spans manufacturing, consumer, healthcare, business services, and the technology sectors.
Prior to joining TCG, Peter spent 13 years at CapX Partners, a credit investment Small Business Investment Fund (SBIC), that was subsequently acquired by Accord Financial (TSE: ACD) in 2017. While at CapX Partners, Peter served in various capacities, including underwriting, business development, portfolio management, and capital markets. Peter was a voting member of the organization’s investment committee and was also a former President of the Midwest Small Business Investor Alliance (SBIA).
Prior to CapX Partners, Peter was a senior secured lender for the Northern Trust Company, providing working capital and term loans to middle market businesses and its business owners. Peter served in Northern Trust’s Middle Market Lending and Business Banking divisions.
Prior to Northern Trust, Peter began his professional career at Banc of America Securities, working as an analyst on the Company’s Cross Over Fallen Angel (COFAD) trading desk in New York, NY. Peter also worked as an analyst for Bank of America’s Interest Rate Derivative sales desk in Chicago, IL.
Peter received his B.A. in Business Administration from Florida A&M University, and received his MBA with concentrations in Accounting, Finance, and Entrepreneurship from the University of Chicago Booth School of Business. Peter is married with three young children and resides in Oak Park, IL.
Shundrawn hails from Chicago’s Southside, where he grew up the son of a steelworker and one of four siblings. His interest in business and finance was piqued when he attended a magnet high school distinguished for academic excellence.
After attending Florida A&M University, a distinguished Historically Black College and University, he set his sights on Wall Street working as an analyst in the fixed income division of Morgan Stanley.
After successful stints in sales, trading, and research, Shundrawn returned to the windy city to pursue graduate study at the University of Chicago Booth School of Business. Along the way, he continued to build networks and exchange entrepreneurial ideas.
After business school, he honed his business acumen first working with Goldman Sachs, followed by a series of executive roles with Northern Trust. He most recently served as President of Asset Management and a member of the corporation’s management group.
Over time, his passion for investing and his advocacy for a more inclusive form of capitalism evolved into a vision of building a distinctive private investing firm. And with support of sage advisors and supportive allies, The Copia Group was born.
The word copia means abundance or plenty and all connotations relate to wealth, variety, and productivity. The Copia Group is founded upon the belief that full inclusion generates the greatest long-term value for colleagues, clients, and communities.
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