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Larry Leibowitz

Director at Forge Global Holdings
Board

About Larry Leibowitz

Independent Class II director at Forge Global Holdings, Inc. since March 2024; age 65 as of April 30, 2025; A.B. in Economics from Princeton University. Career spans senior leadership across market structure and trading, including COO and Head of Global Equities Markets at NYSE Euronext, COO of Americas Equities at UBS, Co-CEO of Schwab-Soundview Capital Markets, and CEO of Redibook ECN . Current Board term expires at the 2027 annual meeting; the Board has affirmatively determined he is independent under NYSE standards .

Past Roles

OrganizationRoleTenureCommittees/Impact
Entrypoint CapitalChief Executive OfficerJan 2022 – present Leads quantitative investment management strategy
NYSE EuronextCOO; Head of Global Equities Markets; Director2007 – 2013 Oversaw global equities market operations
UBS (Americas Equities)Chief Operating Officer2004 – 2007 Operational leadership in equities
Schwab-Soundview Capital MarketsCo-Chief Executive Officer2001 – 2004 Co-led capital markets business
Redibook ECNChief Executive Officer1999 – 2002 Led electronic communications network

External Roles

OrganizationRoleTenureNotes
Enfusion Inc. (NYSE: ENFN)DirectorOct 2021 – present Investment management software
XCHG XpansivDirectorJun 2019 – present Intelligent commodities exchange
Concord Acquisition Corp II (NYSE: CNDA)DirectorJun 2021 – present SPAC governance
Cowen Inc.DirectorMay 2018 – Mar 2023 Financial services; prior role concluded
Concord Acquisition CorpDirectorMar 2021 – Dec 2022 SPAC governance
Concord Acquisition Corp IIIDirectorJun 2021 – Dec 2024 SPAC governance

Board Governance

  • Committee assignments (2025): Compensation Committee member; Nominating & Corporate Governance Committee member; not on Audit or Risk .
  • Independence: Board affirmed independence; considered an April 2025 consulting agreement under which Mr. Leibowitz is entitled to $110,000 in equity compensation and concluded it does not impede independent judgment .
  • Attendance: In 2024, Board met 8 times; committees met Audit 7, Compensation 5, Nominating 4, Risk 4; each director attended at least 75% of Board and applicable committee meetings; all directors at the time attended the 2024 annual meeting .
  • Board leadership: Lead Independent Director is Asiff Hirji; Board operates majority-independent structure; no Board chair .
  • Executive sessions: Independent directors meet in executive session without management at least annually .

Fixed Compensation

YearFees Earned or Paid in Cash ($)Stock Awards ($)Total ($)
202438,580 406,243 444,823
Director Compensation Policy ComponentAmount ($)Notes
Board member annual retainer35,000 Paid quarterly in arrears
Compensation Committee member6,000 Annual; chair receives 12,000 instead of member fee
Nominating & Corporate Governance Committee member4,000 Annual; chair receives 8,000 instead of member fee
Audit Committee member10,000 Annual; Audit chair 20,000
Risk Committee member4,000 Annual; chair 8,000
Lead Independent Director16,500 Role-level retainer
Ad hoc committee feesUp to 1,500 per meeting or up to 10,000 annual per committee As determined by Board
Subsidiary board serviceUp to 20,000 annual per subsidiary board As determined by Board

Performance Compensation

ComponentStructurePerformance Metrics
Initial RSU upon election$240,000 grant-date fair value; vests 1/12 each Quarterly Vesting Date (Mar 1, Jun 1, Sep 1, Dec 1) until fully vested None disclosed; time-based vesting only
Annual RSU grant$170,000 grant-date fair value; vests 1/4 each Quarterly Vesting Date after annual meeting until fully vested None disclosed; time-based vesting only
Sale Event treatmentFull vesting of outstanding director equity upon Sale Event while serving as Outside Director Transaction trigger; not performance metric

No performance-based equity or cash metrics are used for non-employee director compensation; RSUs are time-vested and subject to service .

Other Directorships & Interlocks

CompanyRelationship to FRGEPotential Interlock/Conflict
Enfusion Inc.No FRGE-related party transaction disclosedNo FRGE transaction noted; general industry adjacency
XCHG XpansivNo FRGE-related party transaction disclosedNo FRGE transaction noted
Concord SPACs (II, III)No FRGE-related party transaction disclosedNo FRGE transaction noted
Cowen Inc. (prior)No current roleHistorical service; no FRGE transaction disclosed
  • Related-party and conflict review: The Board specifically reviewed a consulting agreement between FRGE and Mr. Leibowitz (April 2025) providing $110,000 in equity compensation and maintained independence; no other related-party transactions involving Mr. Leibowitz are disclosed in the proxy’s related-party section .

Expertise & Qualifications

  • Market structure and trading operations leadership (NYSE Euronext COO/Head of Global Equities Markets; UBS Americas Equities COO) .
  • Electronic trading and ECN leadership (Redibook ECN CEO) .
  • Capital markets and financial services governance (Schwab-Soundview Co-CEO; board roles at Enfusion, Xpansiv, Cowen, Concord SPACs) .
  • Education: A.B. in Economics, Princeton University .

Equity Ownership

MeasureAmountNotes
Common shares beneficially owned10,885; less than 1% of outstanding shares As of April 15, 2025; FRGE had 12,643,271 shares outstanding
Composition detail8,509 common shares and 2,376 RSUs vesting within 60 days As of April 15, 2025
Outstanding RSUs (not yet fully vested)9,715 RSUs (as of Dec 31, 2024) Director equity outstanding
Hedging/pledgingProhibited by insider trading policy Applies to directors and employees
Stock ownership guidelinesDirectors must hold ≥ 5x annual Board retainer; compliance assessed starting Dec 31, 2029 Directors are either compliant or in phase-in period

Governance Assessment

  • Strengths: Deep market structure and trading expertise relevant to FRGE’s marketplace; active committee engagement on Compensation and Nominating; Board-confirmed independence; attendance thresholds met; equity-based director pay and ownership guidelines support alignment; hedging/pledging prohibited reduces misalignment risk .
  • Watch items / RED FLAGS: April 2025 consulting agreement with $110,000 in equity compensation is a potential conflict signal (Board judged non-impairing to independence); monitor any future consulting scope, deliverables, and equity grants for potential influence on committee decisions .
  • Overall signal: Governance posture is generally constructive with clear policies (clawback, insider trading, ownership guidelines), majority-independent Board and lead independent oversight; continued disclosure around consulting arrangements will be important to investor confidence .