Draft:Joël André Ornstein

• Comment: See WP:COI. See also WP:BLP. Sources need to actually verify statements they're used for. For example, the source for "His involvement in Capturiant" goes to the front page of a website, and makes no mention of the subject. Statements, starting with the date of birth, need to be sourced or removed. Greenman (talk) 09:37, 2 October 2024 (UTC)

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Joël André Ornstein (born December 31, 1954) is a French-born financier with a career spanning over four decades. He was involved in the formation of The Carlyle Group's European operations as a Managing Partner and later co-founded Monument Capital Group Holdings LLC (MCGH), a private equity firm focused on security technology industries, alongside James Baker and Frank Carlucci, both former colleagues from Carlyle.

Ornstein has worked across various industries, including infrastructure security, technology, energy, retail, and real estate. His career began in the early 1980s in investment banking in New York. In 1989, he shifted focus to alternative asset and private equity investments, establishing Majorn Corp., a private investment firm in collaboration with The Carlyle Group and Euris-Rallye Group. More recently, he founded Mitorn LLC, a Boston-based family office that invests in sectors such as energy, decarbonization, AI, edge computing, healthcare, and agribusiness.

Education

Ornstein holds degrees from several institutions. He graduated with a Master's degree in business administration from ESCP Business School, which included curriculum at City, University of London|City University London and the University of Düsseldorf, where he earned a Diplom-Kaufmann degree. At the age of 22, he then received a Science Master in finance and management from the MIT Sloan School of Management. As an alumnus, he contributed as an early founding advisory board member of the MIT Sloan School of Management, the MIT Golub Center for Finance & Policy and the MIT Initiative on the Digital Economy (IDE).

Career in Investment Banking

Ornstein began his career with investment banking training at Deutsche Bank in London and Germany. In 1979, he joined Dean Witter Reynolds (now part of Morgan Stanley) in New York, where he advanced to the position of Vice President. Following Dean Witter's acquisition by Sears, Roebuck & Co., he transitioned to Sears World Trade, where he was involved in corporate development and acquisitions. During this time, he worked alongside notable figures such as Roderick Hills, former Chairman of the U.S. Securities and Exchange Commission, and Frank Carlucci, former U.S. Secretary of Defense and National Security Adviser, who later became Chairman of The Carlyle Group.

Private Equity and Strategic Investments

In 1989, Ornstein transitioned to private equity after working in corporate finance at First Boston Corporation (now Credit Suisse). He joined The Carlyle Group, where he contributed to the firm’s efforts to expand internationally under the leadership of then-Chairman Frank Carlucci. Ornstein worked with Carlyle’s co-founders, David Rubenstein, Bill Conway, and Dan D'Aniello, to establish a joint venture with Euris SA, a French investment firm, to support capital growth initiatives.

This role was followed by broader international responsibilities, including involvement in investment programs focused on asset manager seeding, funds, and direct corporate investments across the U.S., Europe, and other regions. Beginning in the 1990s and spanning more than 20 years, Ornstein also served as an advisor and board member to Jean-Charles Naouri's Euris Group.

Monument Capital Group Holdings and Focus on Critical Infrastructure

Ornstein co-founded Monument Capital Group Holdings (MCGH), where he held a leadership role focusing on investments in critical infrastructure security and advanced technologies. His partners included former U.S. Secretary of State James Baker III and former U.S. Secretary of Defense Frank Carlucci, who was also the original Chairman of The Carlyle Group. MCGH invested in U.S.-based companies such as Persistent Sentinel and SDi, both specializing in high-tech security and surveillance solutions. SDi expanded its operations through the acquisitions of I-sys Corp and X7 Systems.

Recent Developments and Sustainability Focus

In recent years, Ornstein has shifted his focus toward sustainable investments. He serves on the Advisory Board of Capturiant, a company specializing in environmental assets and carbon credit markets. His involvement in Capturiant reflects the growing emphasis on Environmental, Social, and Governance (ESG) investing, a global trend in financial and corporate sectors.

This focus is part of his broader investment portfolio, which also includes security technology firms and companies addressing global challenges. In August 2024, Mitorn and Capturiant announced the establishment of their first South American franchise in Argentina and Paraguay.

External links

• "Carlyle Group joint venture to co-invest in European leveraged buyouts with Euris SA" (October 11, 1989). The Washington Post Digest. Retrieved September 29, 2024.
• "Colombia Economy: Full Speed Ahead" - delegation that included Jean-Charles Naouri, CEO of Casino Guichard-Perrachon (the top convenience store operator in France) and Joel Ornstein, CEO of U.S.-based Euristates, Inc. (a subsidiary of French investment company Euris). (April 23, 2007). Latin Business Chronicle. Retrieved September 29, 2024.
• Hyperloop Transportation Technologies Surpasses $100M in Total Investment
• "Romulus Capital's Under 30 Founders Have A New $75 Million Fund and a Nerd's Eye for VC" - Joel Ornstein, an MIT board member who was an early investor and adviser to investment firms including Apollo Global Management, Carlyle Group, and WL Ross. (Forbes, June 1, 2016). Retrieved September 29, 2024.
• 5G Italy Conference Speaker (2020)