Public Intelligence

2007-2009 Tax Returns for the Trilateral Commission (North America).

BlackRock was originally the Financial Management portion of Peter G. Peterson and Stephen A. Schwarzman’s Blackstone Group. The Blackstone Group and BlackRock Financial Management both derive their name from their co-founders’ surnames; schwarz means “black” in German and Peter is derived from the Greek word πετρος meaning “stone”. Laurence Fink, who ran the Financial Management division of the Blackstone Group, was heavily involved with the initial creation of mortgage-backed securities, the same type of financial products that would later lead to the Global Financial Crisis of 2008-2009.

Trilateral Commission Complete Membership List, May 2010.

Connections among board of directors and executive leadership of Citigroup as of March 20, 2009.

Connections among board of directors and executive leadership of American International Group as of March 20, 2009.

Business Executives for National Security (BENS), a nationwide, non-partisan organization, is the primary channel through which senior business executives can help enhance the nation’s security. BENS members use their business experience to drive our agenda, deliver our message to decision makers and make certain that the changes we propose are put into practice. BENS has only one special interest: to help make America safe and secure.

James L. “Jamie” Dimon was born in New York City, where he would attend Browning School, to Theodore and Themis Dimon. His grandfather, a Greek immigrant from Turkey, was a broker and passed on his knowledge of the business to his son and partner, Theodore. They worked together for 19 years, and Jamie held summer jobs at their New York office. Mr. Dimon majored in psychology and economics at Tufts University, before earning an M.B.A. degree from Harvard Business School. Upon his graduation in 1982, Sandy Weill convinced him to turn down offers from Goldman Sachs and Morgan Stanley to join him as an assistant at American Express.

Ms. Hills is chairman and chief executive officer of Hills & Company, an international consulting firm providing advice to U.S. businesses on investment, trade, and risk assessment issues abroad, particularly in emerging market economies. As U.S. trade representative from 1989 to 1993, she was the President’s principal adviser on international trade policy as well as the nation’s chief trade negotiator, representing American interests in multilateral and bilateral trade negotiations throughout the world. Ms. Hills is actively involved with a number of organizations, serving as chair of the Inter American Dialogue and of the National Committee on U.S.-China Relations, co-chair of the International Advisory Board of the Center for Strategic and International Studies, member of the Executive Committee of the Peterson Institute for International Economics and of the Trilateral Commission, and member of the board of the International Crisis Group, among others. She is based in Washington, DC.