Larry Albukerk is Managing Partner of EB Exchange. With over 20 years’ experience founding, managing, advising, and investing in hundreds of private venture-backed companies, he is an expert on private equity financing and capital structure.
Mr. Albukerk founded EBX in 1999 with the goal of helping entrepreneurs achieve liquidity and diversification. He created and managed special purpose funds to allow accredited individuals and institutional investors to invest in pre-IPO companies such as Facebook.
Prior to founding EBX, Mr. Albukerk founded two companies: Visible Interactive, one of the earliest location-based services companies to leverage mobile computing technology, serving clients such as the Smithsonian, Sony, and Disney; and Basement.com, an Idealab-backed pioneer of online reverse auctioneering for consumer products. He also licensed and sold a portfolio of mobile technology patents, one of which he was the primary inventor.
Outside of EBX, Mr. Albukerk advises the X Prize Foundation on matters of private equity donations and is an active fund raiser for his children’s schools. He is also a frequent lecturer on founder liquidity and startup capital structure.
Mr. Albukerk earned an MBA from The University of Chicago Booth School of Business and a BSBA from Washington University in St. Louis. He holds FINRA Series 7 and 63 registrations.
Paul Arent is the Managing Partner of Athos Partners, a leading European placement advisory firm based in Monaco.
Mr. Arent has almost 20 years of experience in private equity advisory, corporate finance and management consulting. Prior to co-founding Athos Partners, he worked for Acanthus Advisors in London, where he was leading European fundraising mandates and supervising the team. Prior to that he was part of the Deloitte Fund Placement Team headquartered in London. As a placement agent, he has been involved in successfully raising capital for 32 leading mid-market funds in Europe, CEE, and Asia.
Mr. Arent holds an MBA from the European Business School (EBS) in Oestrich-Winkel.
William co-founded Reach Capital in 2015. Prior to Reach Capital, William worked at Global Private Equity, a Private Equity placement advisor where he was responsible for fundraising assignments for international Private Equity and Infrastructure managers.
William is a CAIA charter holder and President of France Invest Avenir (Junior Club of French Private Equity Association).
He holds a Master’s degree in Corporate Finance from INSEEC.
Mark Berman is the Senior Managing Director of Marber Capital. He has over 15 years of experience in global multi-sector research, earning Institutional Investor Equity Research ranking in both the Telecommunications and Basic Materials sectors.
Prior to Marber, Mr. Berman was based in Tokyo. He led the Japan equity research team as SVP & Director of Equity Research for Lehman Brothers and held the position of Senior Telecom and Media Analyst for Credit Suisse First Boston. Prior to that, he was based in New York as an Asia Generalist and Senior Analyst covering Global Technology, Media and Telecom for the Rockefeller Family Office. He began his career in Tokyo covering Commodities & Materials sector at Jardine Fleming (now part of JPMorgan). He serves as a board member for numerous private ventures.
Mr. Berman earned his BA at Dartmouth College and is a Chartered Financial Analyst. He holds FINRA Series 79 and 63 registrations.
Blake Street Capital
Mr. Blea previously founded a level III hedge fund and several regional investment and merchant banking firms which provided capital raise and financial advisory services to corporate and real estate operating companies. He has extensive experience with complex financings, mergers and acquisitions, leveraged/management buyouts, joint ventures, and restructurings/workouts involving both public and private/closely-held companies.
Mr. Blea has executed transactions across multiple industries, including Business Services, Consumer, Food & Retail, Financial Institutions, Energy, Healthcare, Industrials, Municipal Finance, Real Estate, Lodging & Leisure, Technology, and Media & Telecom.
Mr. Blea received an MBA in Finance from the UCLA Anderson School where he was a Robert A. Toigo and Dean’s Fellow and graduated with honors from UCSD with BAs in Political Science and Philosophy. He was awarded the New America Alliance JP Morgan Emerging Leader award in 2007. He holds FINRA Series 7, 24 and 63 registrations.
John Blundin is an Affiliate Broker at Growth Capital Services while acting as a representative for Link Equity Partners LLC.
John has over 25 years of experience in the securities industry, primarily in institutional equity sales and trading. John held senior positions at large Wall Street institutional firms including Raymond James, NatWest Securities, Bear Stearns, J.P. Morgan, and Wells Fargo Securities. John was responsible for cross-selling each firms’ equity product offerings while acting as a client relationship manager.
John is a graduate of Rollins College and holds FINRA Series 7, 63, 57, and SIE registrations.
Dave Bustos is a Partner and Founder at Fort Capital, a boutique investment bank advisory firm based in Vancouver, British Columbia.
Prior to founding Fort Capital in 2014, Bustos spent 23 years as an investment banker in roles from analyst to managing director with national and international firms in Vancouver, Toronto and New York at firms including RBC Capital Markets, Scotia Capital, BMO Capital Markets and Salomon Brothers. He has advised companies, boards and entrepreneurs on M&A transactions and capital raising across a broad range of industries, and managed relationships with corporations, entrepreneurs, private equity firms and government entities.
Bustos graduated from The University of British Columbia in 1991 with a Bachelor of Commerce and the UBC Portfolio Management Foundation as a Leslie Wong Fellow.
Emerging Market Investment Strategies, LLC
Jamie Cashman is the founding Principal of Emerging Market Investment Strategies, LLC which focuses on connecting capital to investment opportunities in emerging and frontier economies. He has over 20 years of capital markets experience across asset classes in developed, emerging and frontier markets, and his research has been featured in industry and academic publications like The Journal of Investing.
Prior to establishing Emerging Market Investment Strategies, LLC, Mr. Cashman held leadership roles at BNY Mellon and gained capital markets experience at Morgan Stanley and Credit Suisse.
Mr. Cashman earned his BA at Georgetown University, an MBA at EDHEC Business School, and a Masters in International Affairs at Columbia University. He holds FINRA Series 7 and 63 registrations and has earned the right to use the Chartered Financial Analyst, Financial Risk Manager, and Professional Risk Manager designations.
Impact Direct Advisors
Brian Chiappinelli is President and Founder of Impact Direct Advisors, LTD, (IDA), a capital raising and strategic business consulting firm. IDA seeks to provide assets and liquidity predominantly to Impact-oriented investment opportunities, leveraging a vast network of owners, operators and investors. Through strategic advisory services, IDA provides insight to and assists in effective marketing and distribution management.
Brian has over 20 years experience working with clients, consultants, and investors for both multinational and boutique asset management companies. He was a principal and head of business development for Boston Common Asset Management, a global public equity ESG/Impact manager, identifying new channels of distribution and vehicles for growth. Prior to that he spent over 5 years in private equity focused on capital raising, product/market development and distribution roles for Deutsche Asset and Wealth management’s Secondary Opportunities Fund, and Harbourvest Partners’ Primary, Secondary and Direct Co-investment offerings in the US, Canada and Japan.
Brian was a product specialist at Batterymarch, a quantitative global equity manager (affiliate of Legg Mason) and began his investment management career at General Electric Asset Management as a liaison with a Japanese subsidiary in Tokyo, and then as a director of consultant relations.
Brian was an assistant language teacher in Matsudo, Japan for 2 years on the Japan Exchange and Teaching (JET) program, and returned to work in economic and political research at the Consul General of Japan in NY. He remains deeply involved with and committed to US-Japan cultural exchange as an executive committee and board member of the Japan Society of Boston. Brian has a BA in Public Policy from Hamilton College, a Masters of Science in Investment Management from Boston University, and holds FINRA Registrations 7, 63, and 26.
Vita Asset Management LLC
John Chung is the CEO and founder of Vita Asset Management LLC, an independent private placement and strategic advisory to closely held and private companies.
Mr. Chung has over 15 years of experience in equity research and investment management. Prior to forming Vita Asset Management, he served as a Director of Portfolio Risk Manager at New York Life Investment Management. His department helped monitor and evaluate projects across multiple industries, including business services, consumer & retail, financial institution and technology. Previously, Mr. Chung was a Senior Analyst with the High Net Worth Group, where he managed international equities portfolios and vetted acquisition targets involving both public and privately held companies. He started his career as an Analyst at Wilshire Associates and has held increasingly senior roles within the investment advisory business.
Mr. Chung received an MBA in Finance from the Haas School of Business at University of California, Berkeley and graduated with a BA in Management Science from the University of California, San Diego. He is also a Chartered Financial Analyst and a member of the CFA Society of Los Angeles. Mr. Chung has worked and travelled extensively throughout Asia and Latin America. He holds FINRA Series 7, 63 and 79 registrations.
Equity Multiple, Inc.
Prior to founding EQUITYMULTIPLE, Mr. Clinton was a real estate attorney with Simpson, Thacher & Bartlett, where he worked on over $10 billion in transactions, including Blackstone’s $1.7 billion purchase of the Cosmopolitan Hotel, Blackstone’s $1.9 billion purchase of Motel 6, and Hilton’s real estate asset restructuring and refinancing in advance of its $2.5 billion IPO.
Mr. Clinton received his JD and Business Law Certificate from Berkeley Law and Bachelor’s degree from Amherst College, where he was the captain of the swimming and water polo teams. He holds FINRA Series 7 and 66 registrations.
Tom has extensive experience setting up operating entities for financial and technology firms, working with partners and customers to develop new products and business strategies, and identifying and closing investment opportunities for financial and strategic buyers. Prior to joining Healthspottr, Tom held senior operating roles in three startups in technology (Bang Networks and BeNotified Software) and financial services (New Capital Markets). Tom was the CEO and Co-Founder of iHealth Analytics and is currently an advisor to several healthcare IT startups.
Big Path Capital
Mr. Dell has over 20 years experience in private equity, both in raising capital for, and investing in, alternative assets. Mr. Dell joined Big Path Capital as a director in October 2017.
Immediately prior to Big Path, Mr. Dell was a Managing Director with Capview Partners from October 2014 through September 2017 where he was responsible for investor relations wherein he led a team that raised over $110million of equity capital and secured over $200 million in debt financing in 2 years for net lease real estate investments. Prior to joining Capview, Mr. Dell was Senior Vice President for Corporate Development and General Counsel for Sellars Absorbent Materials, Inc., a leading producer and distributor of absorbent and wiping products containing recycled fibers from 2010-2014. While with Sellars, Mr. Dell was instrumental in multiple financings for the company, including leading a sale-leaseback financing, which significantly reduced the company’s cost of capital and improved its finances. During his tenure with Sellars, Mr. Dell played an integral role on the management team in improving the company’s earnings. Prior to Sellars, Mr. Dell served as Senior Managing Director at Trammell CrowCompany/CBRE from 2005-2010, where he raised over$250 million from institutional investors. He led investments in opportunistic and value-added real estate. Mr. Dell also was a Senior Executive and Partner at Lone Star Funds/Hudson Advisors, one of the largest alternative private equity funds in the world from 1998-2004. While at LoneStar Funds, Mr. Dell was an instrumental team member ingrowing the company to over $12 billion assets under management from $1 billion assets under management when he first started. Mr. Dell was in charge of legal, regulatory and compliance matters for Lone Star Funds.
Mr. Dell has been an active volunteer for the Jesuit College Preparatory School of Dallas Foundation, previously serving as Chairman of the Investment Committee and Chairman of the Foundation that oversees Jesuit’s endowment through June 2017. Mr. Dell has been a member of the State Bar of Texas for more than 30 years, and he holds an undergraduate degree, with honors, from Carroll University in Wisconsin and law and masters in accountancy degrees, with honors, from the University of Illinois at Urbana-Champaign.
Apricum - The Cleantech Advisory
Nikolai Dobrott is the founder and managing partner of Apricum – The Cleantech Advisory.
Before founding Apricum, Mr. Dobrott spent 15 years in leadership positions in the consulting and energy fields. He started his career at Arthur D. Little as a management consultant focused on chemicals and energy. He then led corporate development and M&A at Evonik Rütgers and later became director of renewable energies and resources at Germany Trade & Invest.
Mr. Dobrott is a technology and market expert in the solar, wind and integrated renewable energy industries. He speaks at major cleantech and renewable energy conferences worldwide every year. He was named in the list of Who’s Who In MENAT Renewables 2017 as one of the top 250 decision makers and thought leaders who are shaping the sector and the region.
Mr. Dobrott holds a master’s in business administration and chemical engineering from the Technische Universität Berlin.
Bedford Global Capital Strategies
Stephen B. Feid is Managing Partner of Bedford Global Capital Strategies.
For over 30 years Mr. Feid has held senior positions at large Wall Street institutional firms, including DLJ, SG Warburg/UBS, Nomura and Sanford Bernstein. Additionally, Mr. Feid held a senior position at Forstmann Partners, a long/short equity hedge fund.
Mr. Feid is a graduate of The Lawrenceville School and holds a BA from Trinity College. He lives in NYC and has 3 children.
Atalyst Capital Markets
John Gilchrist is a Founder and the Chief Executive Officer (CEO) of ATALYST. He has over 20 years of experience in banking, real estate, and accounting, working for both public and private multi-national firms and is a successful Entrepreneur.
Mr. Gilchrist began his career as a certified public accountant with Arthur Andersen, specializing in the real estate and communications industries. Clients included Spieker Properties, Glenborough Realty Trust and The Bristol Group. Mr. Gilchrist left Arthur Andersen to join Star Telecom, where he was promoted to the role of CFO of European Operations. He transitioned to banking at Lehman Brothers in London, where he specialized in cross-border merger and acquisition advisory, capital raises and debt restructuring. Mr. Gilchrist then went on to co-found two boutique investment banks, Silver Pacific Advisors, then Valtus Capital Group, where he was directly involved in over $2.5bn worth of transactions. Past clients include Rise Development, Lakai Ltd, DVS, Carina Homes, Celebrate Homes, Stanpark Homes, Olympia Companies, Wingfield Nevada, Mystic Casinos, Kapex, Casino Fandango, American West Development, PDS Gaming, and Resort Gaming among others.
Mr. Gilchrist received his BS in Accounting and a MBT from the University of Southern California. He holds FINRA Series 24, 62, 63, 79, and 99 registrations.
Adam is the founder and practicing Wealth Advisor for Dogpatch Capital. He started Dogpatch Capital in 2014 with the goal of bringing creative and sophisticated wealth management advice to the small business owners and corporate executives in his community in San Francisco. Prior to the founding of Dogpatch, Adam practiced in the investment management division of Lehman Brothers, Barclays, and RW Baird, where he worked with high net worth and institutional clients and focused on client service, portfolio construction, trading, non-agency mortgage backed securities analysis and distribution. Adam graduated from the University of California, San Diego where he received an education in International Relations and Economics. Adam proudly maintains his designation as a Certified Financial Planner(CFP®).
Oliver Guinness is Co-Founder and Managing Director of MOTIV, an investor and partner to mission-driven entrepreneurs and investments firms.
Mr. Guinness previously ran Clearpoint Ventures, a clean economy venture capital fund; managed energy consulting projects for the Economist Intelligence Unit; built a telecom & training company in Bolivia; directed business development for a Silicon Valley fintech startup; and worked in corporate finance at Merrill Lynch and Greyrock Capital.
Mr. Guinness has degrees from Columbia and Cornell. He is most passionate about people and what he calls the “human element” – the ability to leverage purpose and collaborative business culture to generate greater economic, environmental and social values. He holds FINRA Series 63 and 82 registrations.
Spectrum Gaming Capital
Robert Heller is Co-Founder, President, and CEO of Spectrum Gaming Capital (“SGC”), a boutique advisory firm that provides advisory, transactional and valuation services exclusively to the global gaming and resort industries. He is also a member of the Board of Directors of Dolphin Capital Investors, a global luxury residential resort development company traded on the London Stock Exchange.
Mr. Heller joined SGC from UBS Investment Bank where he was responsible for coordinating the bank’s gaming franchise globally. Previously, he was president of Heller Gaming & Leisure, a boutique investment banking and advisory firm specializing in casinos, hotels and resort development and finance and restructurings, operating since 2003. Prior to that, Mr. Heller spent 23 years in investment banking, having established and managed teams specializing in gaming, lodging and leisure as a Managing Director of Lehman Brothers and Bear Stearns, and at Salomon Brothers. He began his career as a CPA with Price Waterhouse & Company. He is a former board member of the American Gaming Association and has lectured at the NYU Real Estate Institute and at the Cornell Hotel School.
Mr. Heller is a graduate of the City University of New York. He is a frequent speaker at global industry events and has made presentations at gaming industry conferences throughout North and South America and in Europe, Asia, and the Middle East. He holds FINRA Series 7, 24 and 63 registrations.
SOAR Investment Opportunities
Dave Jacoby is an accomplished finance and hospitality development professional with extensive experience in fundraising from individual high net worth investors(HNWI) for developments in the hospitality, retail, and industrial spaces. Jacoby is the founder and President of SOAR Advisory Services, a consulting company that advises early stage companies primarily in the real estate development and gaming.
Jacoby served as Chief Operating Officer of the Las Vegas Economic Regional Impact Center, LLC (“LVEIRC”, a federally licensed vehicle utilized to raise EB-5 immigrant financing), where he led the initial structuring of this entity and obtained its required federal approvals to operate. He was also engaged by two prominent Las Vegas investors to develop and open the Lucky Dragon Hotel & Casino, on the Las Vegas Strip. Jacoby previously served as Director of Financial Planning and Analysis for Global Gaming Asset Management, a joint venture between Cantor Fitzgerald and the former Las Vegas Sands senior management team, where he worked directly with the firm’s principals and lead investment banking team to underwrite, evaluate, and develop large-scale integrated resort projects worldwide, including the $1 billion Solaire Manila. Jacoby began his career at New York-based finance and strategy consulting firm Jaffoni & Collins, where he ascended to Vice President and advised C-level management of multiple clients on public disclosure best practices, led investor interactions, and helped develop corporate strategy.
Jacoby holds a master’s degree in Real Estate Finance & Investments from the School of Hotel Management at Cornell University, a bachelor’s degree in Communication and Economics from the University of Pennsylvania, and Series 7 and Series 66 FINRA licenses. He was named to Global Gaming Business magazine’s top “40 Under 40” list in 2015 and has guest lectured at Cornell University, UNLV, and spoken at various hospitality, innovation, and EB-5 related events. He has appeared in several major print and television news programs worldwide and currently resides in Galveston, Texas with his wife and two daughters.
Charles Jin joined EquityMultiple in 2018. Prior to joining EquityMultiple, Mr. Jin served family office clients at Noah Private Wealth Management. Mr. Jin also participated in a 3 billion dollar municipal bond underwriting as a fixed-income intern at a securities company in China.
Mr. Jin received his Bachelor of Arts degree in Mathematics and Economics from Vanderbilt University where he was involved with the Undergraduate Honor Council. He holds FINRA Series 7 and 66 registrations.
Impact Advisers Capital LLC
Nils Johnson is a Director at Impact Advisers Capital LLC which provides capital placement and advisory services to European and US institutional asset owners seeking exposure to impact investment strategies. Impact investing seeks to combine competitive market returns with measurable progress towards the UN’s Sustainable Development Goals.
Nils has over 30 years international and U.S. experience in capital markets sales and trading, investment management research and consulting, and business formation and development. After a 15 year investment banking career working with institutional investors, Nils co-founded the institutional data analytics consultancy Spence Johnson which was subsequently sold to Broadridge Financial Solutions in 2017. In 2019, Nils launched Impact Advisers Capital LLC, a capital placement and advisory firm dedicated to increasing institutional allocations to impact investment strategies.
Nils completed a Masters in International Economics from Johns Hopkins, SAIS and a Masters in Business Administration from Henley Management College, UK. In 2017 he completed a Certificate in Impact Management and Measurement at Oxford University, Said Business school. Mr Johnson holds FINRA Registrations 7 and 63 and is fluent in French and Italian.
Resolute Capital Partners
Jim Kamradt is Director of Business Development for Resolute Capital Partners (“RCP”), where his primary role is syndicate development and management for investment programs where RCP is the Fund Manager. Jim has been involved in financial services since 1983 and is responsible for over $3 billion in capital formation and deployment. His area of expertise is educating people about the value propositions of complex investment products.
Prior to joining RCP, Jim headed up distribution at ATEL Securities and syndicate development at TNP Securities and Independence Realty Securities. Before entering the securities sector, he was a credit and operations manager for a Fortune 100 firm where he established a quality program which won the Malcolm Baldridge Award for Excellence.
Jim holds FINRA Series 7, 22, 24, 39 and 63 securities licenses. He earned his Bachelor of Science degree from Michigan Technological University where he remains active on the entrepreneurial board, working to educate students on monetization strategies for new technologies developed within MTU’s various engineering schools, and his MBA from the University of California at Berkeley, where he remains active in graduate mentoring. Jim has also been active as an adjunct professor at Dominican University of California’s International School of Business.
Lenore has over 30 years’ experience in capital formation, marketing, investor relations and structuring with a focus on the lower middle markets. Lenore is the Managing Partner of Artemis Capital, a global advisory and placement firm. At Artemis, Lenore advises sponsors and enterprises on capital raising, investor relations and general marketing strategies. She runs go-to-market capital formation campaigns for fund companies, sponsors, and independent sponsors. Lenore also advices select private clients and family offices on their investment strategies and manager due diligence.
Prior to Artemis, Lenore ran global Business Development, Investor Relations and Direct Investments at Virgo Investment Group, a middle market Private Equity firm. At Virgo, she was responsible for bringing in large institutional assets to Virgo for direct investments and co-mingled vehicles. Prior to that she was a Portfolio Manager at JP Morgan managing over $7B in Private Equity and Hedge Funds portfolios. As Portfolio Manager, she was actively involved in marketing her portfolio through the internal and external JP Morgan wealth advisory and institutional network. Prior to JP Morgan, she was the Chief Portfolio Strategist at CQS, a $12B in AUM structured credit, distressed and direct lending firm. Lenore began her career at JP Morgan, where she originated debt facilities to US middle market borrowers.
She is a graduate of Brown University and active in alumni affairs. She is Series 7 and 63 registered.
Paul Kotos is the Managing Member/Owner of Capital Investing LLC. Since 1981 he has been engaged in all aspects of the securities industry including sales, supervision, investment banking and recruiting. He has successfully assisted various national and regional broker dealers in their business development and expansion, being directly responsible for recruiting and training over 500 Brokers in his career. He is active in the investment banking community, and has provided over 80 strategic capital placement transactions for public and private companies.
Mr. Kotos graduated from Franklin and Marshall College with a BA in Economics. He has served on various nonprofit boards and endowments, including The Boy Scouts of America, The Jacksonville Country Day School, Catholic Charities and the St. Photios Greek Orthodox Shrine. Presently he serves on the Advisory Council of Wake Forest University’s School of Innovation, Creativity and Entrepreneurship. He holds FINRA Series 7, 24, and 63 registrations.
Big Path Capital
Christie Lange has nine years of experience in financial services. She most recently was with Piper Jaffray in their consumer investment banking team in San Francisco working with companies across a variety of consumer sectors on M&A, private placements, and IPO transactions. Prior to joining Piper Jaffray in 2013, she worked for Lehman Brothers in New York City as an analyst and then post-bankruptcy unwinding Lehman’s derivatives portfolio.
Christie received a B.S. in Finance from The Pennsylvania State University and an MBA from Duke University’s Fuqua School of Business.
Sierra Energy Capital
Harold Lea is the President and COO of Sierra Energy Capital. In addition to overseeing operations and investor relations, he manages sales and partnership efforts.
Mr. Lea was most recently the CEO of Active Water Markets, a firm that pioneered the use of sophisticated auction and bidding systems for water transactions. Previously, Mr. Lea served as CEO and executive for various industry-leading firms. He held the position of Senior Managing Director with FTI Consulting, the world’s largest economic consultancy, and was a vice president with webMethods. Mr. Lea was a senior executive with Active Software when it sold for $1.2 billion, and was COO of Alier, which was acquired by Active Software.
Mr. Lea earned his MBA from the J.L. Kellogg School at Northwestern University, his BS from University of Oregon, and studied international economics at ESSEC in Paris. He holds FINRA Series 63, 79 and 82 registrations.
Resolute Capital Partners
Seth Lee, Sales Desk Manager with Resolute Capital Partners, brings over 13 years of experience in the financial services industry. His previous experience includes , Financial Advisor, RBC Wealth Management, Regional Consultant with Navellier & Associates, & National Sales Manager with Niemann Capital Management.
Mr. Lee received his B.S. in Business Administration with a major in Finance from the University of Nevada. He also has obtained the CIMA designation from the Investments and Wealth Institute and has the following licenses: Series 7, 66, 63, 65.
Deetken Capital, LLC
Sean Lenz co-founded Deetken Capital LLC in 2018 and serves as a Principals and Managing Director of the Company. Prior to joining Deetken, Mr. Lenz was a senior member of the real estate investment banking groups of Sutter Securities, Salem Partners, Cantor Fitzgerald, and BMO Capital Markets where he participated in real estate corporate finance advisory, private capital advisory and public capital markets transactions. Mr. Lenz began his career as an Analyst in Wachovia Securities’ Real Estate Corporate Finance Group (now Wells Fargo/Eastdil Secured). Throughout his career, Mr. Lenz has advised senior management teams on over $10 billion in merger, reverse merger, and divestiture transactions and more than $10 billion in debt and equity financings for public and private REITs, private operators and developers, and funds. Transaction experience has included initial public offerings, follow-on offerings, senior and subordinated notes, loans, and in excess of $5 billion in private capital raising assignments. He graduated cum laude from the University of Richmond with a major in Finance and Leadership Studies. Mr. Lenz is also a Chartered Financial Analyst (CFA).
Big Path Capital
Shawn Lesser brings over twenty years of experience in the financial advisory sector to Big Path Capital. Prior to co-founding Big Path Capital, Shawn founded the investment bank, Sustainable World Capital, which assisted cleantech companies in raising capital from European institutional investors. Shawn has been Co-Head and Managing Director of the international equity teams at Morgan Keegan and at Deutsche Bank.
He is the author of the book, 2012 Global Cleantech Directory: 100 Cleantech Lists That Matter. In partnership with Michael Whelchel, Shawn has founded a number of first of their kind initiatives all of which demonstrate SmarterMoney+- maximize return, maximize impact. Those include the Five Fund Forum, Impact Capitalism Summit, and Impact & Sustainable Trade Missions. In 2010, Shawn also co-founded the Global Cleantech Cluster Association as a meta-cluster to create momentum and move the cleantech market by networking global clusters together.
Shawn speaks at events around the world on the topic of Impact and Sustainable Investment and partners with the US Department of Commerce conducting the Impact and Sustainable Trade Mission across the globe. Shawn received his BS in Finance from Syracuse University. He is conversant in German and Spanish.
Deetken Capital, LLC
James Magowan serves as Managing Director of Private Equity with responsibility for private capital raising transactions. Previously at similar positions at Sutter Securities, Security Research Associates and Johnson Capital, Mr. Magowan originated, structured and capitalized companies and projects in the sectors of renewable energy, resource conservation, healthcare, technology, financial services and real estate. Mr. Magowan is in early stage investor in inclusive technology and financial services, and resource conservation. Mr. Magowan has previously served as a strategic consultant to investors including The World Bank/IFC, Inter-American Development Bank, and the Swiss Fund for Emerging Markets in the area of financial services and development. Mr. Magowan serves on/as: the Board of Directors of Merchants National Properties (“MNPP”), the Advisory Board of Cornerstone Capital, a member of TONIIC, and Vice President of a Private Family Foundation at SF Sentry. He serves as a Partner at the Caribbean Climate Smart Initiative. Mr.Magowan co-organized Investing in Deep Decarbonization Symposium in 2017, and has spoken at conferences sponsored by UnitedNations, World Bank/IFC, KfW, SOCAP, and TONIIC. Mr. Magowan is an honors graduate of Harvard University and holds an MBA from IMD International.
GloveRock Capital Partners
Vanessa Maren is Managing Director and Founder of GloveRock Capital Partners, LLC which provides capital placement, fund and capital advisory services to middle market buyout firms in the U.S., U.K., India and sub-Saharan Africa. She has over 15 years international and U.S. experience in investment management, investment banking, business development and international tax consulting.
Ms. Maren has been in the private equity advisory and placement business for the past 5 years, with a short break as Director of Bloomberg LP. At Bloomberg, she drove business development efforts in the firm’s industry verticals division (Bloomberg Law, New Energy Finance and Bloomberg Government) in both New York and the West Coast, as part of a management SWAT team initiative. Prior to that, Ms. Maren was a Principal at BlackRock (previously Barclays Global Investors) in San Francisco and held roles in Strategy & Corporate Development in the CEO’s Office, iShares Sales and Distribution Strategy, and alternative investment fund commercialization for public and private pension funds.
Prior to moving to the U.S., she was Associate Director and Co-Head of Debt Capital Markets for Barclays Capital’s Investment Banking Group covering sub-Saharan Africa where she played a key role in establishing cross-border capital raising that included debt private placements, bond issuances, airline and infrastructure financing in various sub-Saharan African countries. Prior to her career at the Barclays Bank Group, Ms. Maren was a Manager at Mettle Ltd., a then leading boutique merchant bank in Johannesburg where she focused on structured finance and asset securitization, following international tax consulting with KPMG and Deloitte & Touche.
Ms. Maren holds B.Com and LL.B degrees from Witwatersrand University in Johannesburg, an LL.M in Taxation and Corporate Law from the University of South Africa and a Certificate in Financial Engineering from Haas Business School, UC Berkeley. She has served on the Executive Committee of Young Presidents Organization (YPO) Global One Chapter, and as a Trustee at Pacific Primary School in San Francisco. She holds FINRA Series 82 and 63 registrations.
In addition to his role at Mazakali, Sumit Mehta is the Finance and Strategy Consultant to The Arcview Group and Managing Partner at Emerald Ventures. Sumit has directed cannabis investments since 2014 and currently serves on the Canopy Investment Committee. A frequent speaker at investment seminars, Sumit also acts as a mentor to Arcview and Canopy companies. Sumit supports NCIA, the Marijuana Policy Project and Students for Sensible Drug Policy.
Sumit’s past experience includes: Financial Advisor, J.P. Morgan Securities, Director of Business Development, DiMeo Schneider and Associates; Head of Midwest Sales and Trading, Susquehanna Financial Group, Director of Institutional Equity Sales, UBS Investment Bank; Equity Research Analyst, Raymond James Financial; Associate Analyst, Merrill Lynch.
Sumit has earned an MBA from the University of Michigan, a BA in Economics with Honors from the University of Texas and currently holds Series 7, 63, 65 and 79 licenses. He resides in San Francisco where he enjoys riding his motorcycle, yoga and craft beer.
Equity Multiple, Inc.
He spent nearly three years as Vice President of U.S. Real Estate Investment Banking at Canaccord Genuity, a Toronto-based Global Investment Bank. His team originated and executed cross border M&A/dual listing opportunities with Canadian & U.K. banking counterparts. Working directly with issuers to implement creative capital raising solutions, resulting in $6.7 billion of deal volume across 37 transactions. Prior to Canaccord Genuity, he was part of MLV & Co.’s REIT and Specialty Finance Investment Banking team.
Mr. Milenovici received his B.S. in Biomedical Engineering and M.B.A. from the University of Rochester.
He currently sits on the associate board of Gilda’s Club NYC.
Miller Capital Partners
Patrick has over seven years of fund placement experience. He worked previously at Probitas Partners where he project managed the fundraising process for several mid-market private equity funds. Prior to this, he worked at Entertainment Advisers, an advisory company providing financial and strategic advice to media entertainment companies. He graduated from Durham University gaining a Master of Engineering.
Matt has more than 25 years of institutional investment experience and co-founded Cumberland Partners in 2010. Prior to founding Cumberland, Matt was Managing Director of Consultant Relations at Rothschild Asset Management. From 2001 to 2007, he served as Senior Vice-President of Institutional Marketing and Client Service for Eagle Asset Management.Matt began his investment career with Consulting Services Group in 1989 and served in various capacities during his eleven years with the firm. Matt has been a Chartered Financial Analyst (CFA) charterholder since 1997.
Matt received a BA in finance with a minor in economics from the University of Memphis. He currently chairs the West Tennessee Episcopal Corporation’s Investment Committee.
Resolute Capital Partners
Christopher Most is a Senior Vice President a tResolute Capital Partners. He has over 18 years of experience as a financial advisor assisting high net worth individuals construct and implement comprehensive wealth management strategies including the use of alternative investments.
Prior to Resolute Capital Partners, Mr. Most held positions at Morgan Stanley, Wells Fargo Advisors and Piper Jaffray.
Mr. Most received his B.A. in Business Management with a minor in Economics from Hamline University and is a Certified Financial Planner designee. He holds FINRA Series 7, 31, 63 and 65 registrations.
ThirdWay Africa Capital
Gonçalo Neves-Correia is a Founding Partner and CEO of ThirdWay Africa Capital, a merchant banking services firm that focuses in creating and financing investable opportunities in the Indian Ocean Africa region. Delivering economic, social and conservation returns in the African continent is the firm’s principal driver.
Prior to founding TWAC, Mr. Neves-Correia was a former Executive Director at JP Morgan in London, where he structured, negotiated and executed strategic investments in Europe, with a focus on market structure and financial technology. He also participated in the board of directors of multiple portfolio companies, holding primary management responsibilities. Prior to this, Mr. Neves-Correia was an Engagement Manager at McKinsey & Co, where he led strategic growth projects for financial institutions, conducting board-level strategy reviews and developing capital markets strategies. Before that, Mr. Neves-Correia directed Goldman Sach’s Utilities Equity Specialist sales efforts in London, providing investment advice and building financial models for Pan-European utilities companies.
Mr. Neves-Correia graduated magna cum laude from Yale University with a BA with distinction in Economics. He has also earned an MBA degree with High Distinction from Harvard Business School, nominated as Baker Scholar – a merit awarded to top 5% of each graduating class. Mr. Neves-Correia has over 50 years of family history investing in Southern Africa. He has lived in Spain, UK, US and Mozambique, is fluent in English, Portuguese and Spanish, and is proficient in French and Italian.
Gerald Noemdoe is Managing Director at Viorum Capital LLC, where he is lead advisor to clients on critical elements of their value-creating strategies.
Mr. Noemdoe has more than 20 years of professional experience with “Big 4” advisory firms, investment banking firms and multi-national corporations. Before establishing Viorum, he was a Director with Deloitte’s M&A Services Practice in San Francisco where he led M&A advisory projects for emerging growth companies, leading financial sponsors and corporate buyers. He has executed close to 100 advisory engagements for financial sponsors and corporations in the US, Canada, Europe and Africa ranging in value from $5 million to several billion dollars. Mr. Noemdoe holds FINRA Series 63, 79 and 82 registrations.
Resolute Capital Partners
Brooke Nunes is the Assistant Vice President of Resolute Capital Partners. As the third and youngest hire, she has helped see RCP from startup through the remarkable growth phase. RCP is an alternative asset investment firm specializing in deploying and managing capital across various spectrums from commercial real estate, to oil and gas, to venture start-ups. She specializes in assisting high net-worth individuals in the alternative asset sector; concentrating in Energy, Commercial Real Estate and FinTech. Her financial career has been spent alongside and as a student of Chief Executive Officer Thomas J. Powell, a leading financier with extensive experience in investment banking and private equity, commercial banking, mortgage banking, alternative asset management, corporate finance and governance.
Prior to Resolute Capital Partners, Ms. Nunes worked as a Managing Administrator in the health sector.
Ms. Nunes earned her BA with honors at the University of Nevada Reno as a student-athlete and has completed specialization courses at Duke University. She is now a FINRA Registered Representative and holds FINRA Series 63 and 82 registrations.
Worden Hill Capital
Wolfgang Ortloff is the Founder and Principal of Worden Hill Capital, where he acts as placement agent for funds and business ventures in the real assets space, such as timberland, renewable energy and agriculture.
For over 20 years, Mr. Ortloff has been honing a unique background in environmental commodity markets by working in academia, risk management and underwriting, asset management, and project origination, development and management. He has a deep knowledge of forestry and environmental commodity markets, with a special focus on the development of climate change risk solutions in the agricultural and land use sectors. As a Partner with Equator, LLC in New York, Mr. Ortloff was responsible for originating, developing, and structuring environmental asset products on behalf of Equator and its clients. Prior to joining Equator, Mr. Ortloff served as VP of Swiss Re’s Environmental & Commodity Markets team in Zurich, Switzerland, which offers risk management, insurance, and traded and structured solutions in the energy, weather, and greenhouse gas markets. He is currently a Board member of the Portland Alternative Investment Association (PAIA).
Mr. Ortloff received his diploma in forestry sciences from the University of Freiburg in Germany, and a Master of Environmental Management degree from the European Association for Environmental Management Education. He holds FINRA Series 7 and 66 registrations. Mr. Ortloff lives with his wife and 3 girls on their 13-acre Worden Hill Farm in Dundee, OR where they raise sustainable, free-range heritage breed pigs that they market to local retail clients as well as high-end restaurants in the Portland area
David Pollock is founder and Managing Director of Consilium Capital. He has over 30 years’ experience in advising companies and investment funds in financing transactions through public markets, private equity and debt issues. He specializes in sustainable and social impact financing. He also has expertise in emerging markets debt and equity financings (India, Latin America, Middle East & North Africa).
Prior to founding Consilium Capital, Mr. Pollock was Director and Head of Corporate Finance at Equinox Capital, advising UK and US unquoted technology and healthcare companies on raising private equity early stage growth capital. He was previously a main Board Director & Head of International Equity Capital Markets at HSBC James Capel (now HSBC Investment Bank) where he led the team raising equity capital in IPOs and follow-ons for major companies and investment funds in Europe, India and Latin America (shares, GDRs, ADRs and convertible bond issues). He was a founding member of the Equity Capital Markets team at Morgan Grenfell (now part of Deutsche Bank) advising European companies on IPOs, equity & equity-linked issues.
He is registered with the Financial Conduct Authority in the UK as an approved person. He has a BA degree in Literae Humaniores (Oxford University).
Pangolin Capital Partners
Kent Porter is one of the founding partners and Managing Member of Pangolin Capital Partners, a real estate investment banking and investment firm.
Mr. Porter has over 25 years of banking, brokerage, investment banking and private equity experience. He has held multiple executive level positions working with privately held companies as well as retail and boutique brokerage and investment banking firms. He has successfully led fund raising efforts for private companies and investment funds on multiple occasions in diverse industries including technology, oil and gas as well as real estate. He is active in raising investment capital for a select group of real estate investment funds as well as equity private placements where he invests alongside those real estate funds.
Mr. Porter earned a BBA in Finance from New Mexico State University in 1992 and an MBA from Southern Methodist University in 2005. He holds FINRA Series 7 and 63 registrations.
Élan Alternative Group
Luke Powell is the Managing Partner of Élan Alternative Group, an institutional consulting firm, where he conducts marketing and strategy efforts for investment managers and financial technology companies. He has an extensive network of relationships spanning from SFOs to Public Pensions.
Prior to Élan, Mr. Powell was a Vice President at Prosper Marketplace, the first Peer to Peer consumer credit marketplace. At Prosper, he was responsible for developing an institutional onboarding process in addition to structuring loan purchase agreements. Previously, he was a Co-Founder and Managing Director of IRG Research, an independent equity research firm located in New York, New York. From 2000 to 2002, he was a Director of Business Development at Ask.com where he was responsible for building business models with partners to extend the company reach across the Internet. Prior to Ask.com, he was a Private Client Specialist at Robertson Stephens in San Francisco where he focused on restricted stock sales and managing the assets of high net worth individuals.
Mr. Powell holds FINRA Series 7 & 63 registrations.
Juno Capital Partners
Greg has 25+ years of experience as a senior executive, investor, and advisor in the interactive entertainment market.
He was a partner at Elevation Partners, a $1.8B Private Equity fund focused on digital media. While at Elevation, Greg helped source and lead the investment in BioWare and Pandemic, combining and transforming the two companies, eventually serving as CEO of the newly formed company leading up to its sale to Electronic Arts.
Greg has served in a variety of senior executive roles within leading game companies including Electronic Arts, Eidos Interactive and Rumble Entertainment.
Values Aligned Capital
Nancy has two decades of leadership experience in values driven, consumer-facing companies. She has held C level and or governance positions at Bright Horizons, Tom’s of Maine, ZipCar, Mamma Chia, Root Capital and Trillium Asset Management. Nancy has an impressive track record of creating business value by identifying consumer trends ahead of the curve. In her leadership roles Nancy has been successful at raising capital, managing mergers, spin-outs and corporate sales to strategic buyers.
Total Impact Capital
Derek Saleeby is a Founding Partner of Total Impact Advisors.
Mr. Saleeby’s professional experience in finance and investing in both emerging and developed markets across numerous sectors provides a holistic perspective to opportunities and situations. He has experience on the sell-side (investment baking, capital markets and sales) and in asset management (private equity, hedge fund, and hedge fund of funds.) He has served with firms such as Citibank, Salomon Smith Barney, Spain’s Banco Bilboa Vizcaya (Latin America), RAM Capital and Deutsche Bank Asset Management/RLJ.
From 2006 to present, Mr. Saleeby has provided advisory work for private equity, hedge fund investors, companies and financial services firms in both emerging markets and developed markets, including facilitating the closing of a $67 million US Overseas Private Investment Corp. (OPIC), and funding both an Africa focused private equity/mezzanine fund and a $30 million Liberian Enterprise Fund. His advisory work, which has included negotiating local investment rights and sourcing new investments for funders, has enhanced already strong network of private and public official in Africa and Latin America.
Previously, Mr. Saleeby was a founding partner of the advisory firm African Private Equity Partners, where his team provided advisory services to Mexico’s Cemex in its exploration of African investment opportunities and the formation of a possible special purpose acquisition vehicle for developing markets.
Mr. Saleeby has an MBA from Harvard Business School and a BA from Princeton University. He holds FINRA Series 7, 79 and 63 registrations.
Brad Seyffer is COO of CAGIX (California Global Innovation Exchange), a startup, private equity and investment fund advisory firm and funding platform. CAGIX and its partners provide advisory, capital raising, and investor relations services, while also assisting with secondary transactions for later-stage venture-backed companies.
Mr. Seyffer had 20 years of Wall Street and venture finance experience. Most recently he served as VP of Corporate Development at Sqor, Inc., a sports specific social media monetization platform for professional athletes. Prior to joining Sqor, he opened the San Francisco office for Paulson Investment Company, Inc. where he served as Branch Manager and Managing Director. Before Paulson, he worked at boutique investment banks in San Francisco as a generalist providing services ranging from raising venture capital to assisting with the management of fixed-income portfolios for institutional, family office, registered investment advisor and high net worth clients. Mr. Seyffer began his Wall Street career at Salomon Brothers Inc where he spent six years in institutional fixed-income sales and trading.
Mr. Seyffer graduated Magna Cum Laude from Bucknell University with a degree in Economics and a concentration in German. He remains active in the San Francisco philanthropic groups, The Guardsmen and Hack Cancer. He holds FINRA Series 7, 24, 63 and 65 registerations.
Ari Siegel is the Managing Partner of Ardale Capital. He has over 14 years of experience in investment management, quantitative research and trading, and securities analysis.
Prior to Ardale, Mr. Siegel managed Turning Wheel Capital, a quantitative hedge fund serving institutional investors and high net worth individuals. Prior to that, he was a portfolio manager for Manchester Trading, a fund managed by Victor Niederhoffer. Before his move into investments, he was a musician and a professional poker player in New York. He was also an early employee of Memco Software Inc, and helped grow that company from two employees to a successful NASDAQ IPO. He is Treasurer of a local non-profit organization.
Mr. Siegel earned his MBA at Yale University, and his BA at New York University. He holds FINRA Series 7 and 63 registrations.
Total Impact Capital
John A. Simon is a Founder and Managing Partner of Total Impact Capital, an advisory firm for investors and enterprises seeking to create positive social impacts as well as strong financial returns. The firm has partners in Washington, New York, San Francisco, and Geneva and has worked in sectors as diverse as rural development, clean technology/ renewable energy, global health, and capital market development.
Prior to starting Total Impact Capital, Ambassador Simon held a variety of posts in the US federal government, including serving most recently as the United States Ambassador to the African Union and the Executive Vice President of the Overseas Private Investment Corporation (OPIC). At OPIC, Ambassador Simon championed the Agency’s involvement in the social impact investment marketplace, spearheading efforts to finance housing in Africa, small and medium businesses in Liberia, and a large scale renewable power plant in Liberia. Ambassador Simon led the Agency’s effort to develop a series of social development funds for Africa, which resulted in the creation of four private equity funds focused on achieving extraordinary social results as well as strong financial performance.
Ambassador Simon also served as Special Assistant to the President and Senior Director for Relief, Stabilization, and Development for the National Security Council (NSC) at the White House, the first to hold this post. During his tenure at the NSC, Ambassador Simon oversaw the implementation of groundbreaking development initiatives, including the Millennium Challenge Account, the President’s Emergency Plan for AIDS Relief, the Multilateral Debt Relief Initiative, and the President’s Malaria Initiative. He was also responsible for the U.S. government response to international humanitarian disasters, such as the 2005 South Asia Earthquake.
From 2002 to 2003, Ambassador Simon was Deputy Assistant Administrator at the United States Agency for International Development, overseeing the agency’s development information and evaluation units. Earlier in his career, he served as Director of Business Finance and Strategic Planning at Harvard Pilgrim Health Care and worked for the Commonwealth of Massachusetts’ Executive Office for Administration and Finance in several capacities, including Deputy Director for Research and Development.
Ambassador Simon received his AB from Princeton University and a Masters in Public Policy from Harvard University.
Elevation Capital Group
Smith, Leigh Ann
Leigh Anne Smith serves as an Internal Wholesaler and Investor Relations specialist for Elevation Capital Group, a leader in the alternative real estate investment space and cycle-resilient real estate strategies.
Prior to joining Elevation Capital Group, Mrs. Smith spent 13 years in investor education having served clients across the US and Canada. Mrs. Smith is a graduate of University of Central Florida Rosen College and holds FINRA Series 22, 63, and SIE registrations.
Mrs. Smith, her husband, and 2 daughters live in Merritt Island, Florida.
CB Capital Concierge
Brenda founded CB Capital Concierge, a boutique capital advisory firm, to further commerce and science in the legal cannabis industry. Drawing on a foundational Wall Street career working in a B2B environment, she’s driven top line revenue and managed to bottom line results an operator and strategist where she led a $34B product P&L, as well as a $22B District Sales Channel. She brings an expanded definition of capital to her entrepreneur and investor clients: financial capital while essential, is amplified by social, intellectual and human capital into diligence that builds enterprise value. Networking, connecting and building synergistic alliances are her avocation, and she has formalized these resources for business success in her firm’s ‘concierge.’
In addition to raising significant capital, Brenda has been trusted as advisor to the world’s global leaders, entrepreneurs and enterprising individuals to commercialize business growth in capital markets, navigating complex regulatory environments and market share. Today, through CB Capital Concierge, she is trusted by private investors, family offices private funds and companies to fuel growth in the legal cannabis industry by forwarding financial capital to drive sales, distribution, market strategy, talent, operating efficiency and management to build enterprise value for companies and investors in the legal cannabis industry.
Brenda has worked to commercialize new technologies through Carnegie Mellon’s Tech Transfer office; advised Launch-cyte, a bio-tech incubator on capital formation, scientific marketing and operations, and has served as a confidential thought partner to multi-national CEOs on business strategy during times of mission-critical transition: Deloitte Partners on the integration of Sarbannes-Oxley regulations, and Transocean as Big Oil deliberated on the Macondo blowout in the Gulf. Other multi-national clients include: DBS Bank Singapore, FedEx, Booz Allen, Harley Davidson, U.S. Air Force, MicroSoft, Asia and the post-perestroika medical systems in the former U.S.S.R. Later, in entrepreneurial ventures, she led the U.S.-Israel Economic Development initiative for the exchange of entrepreneurial ventures. She has advised Next Act Angel Fund, as well as the Financial Women’s Association on investment management. She serves on the Board of the American-Israel Cannabis Association (AICA), where she builds strategic alliances and furthers commerce between advanced Israeli medical cannabis and US companies and investors. Prior employment includes: National product marketing and regional sales for Merrill Lynch; Launch of consumer and capital market investment lines of business for PNC Securities; Private placements, alternative investments and business advisor at Bernstein Private Wealth, Managing Director Private Equity at BlackShire Capital, a Toronto, Ontario Canada Private Equity Firm focused exclusively on cannabis, and CEO of Peoplesmith Global, Inc., an international advisory a company she founded and successfully exited.
Brenda earned her BS from Boston University, her MBA from New York University and completed coursework at the London School of Economics. She is a CFP® professional as well as a professionally certified coach applying decision science to executive decision-making.
Gene Soltero is Chief Executive Officer of Cimarron Capital, Inc., a Dallas-based capital-raise placement agency having an energy-related bias. Cimarron Capital seeks private companies and entrepreneurs in need of professional, targeted capital raise services. Cimarron also has a long history of providing petroleum consulting and interim CEO services.
Concurrently with Cimarron, Mr. Soltero acts as Chairman and Chief Executive Officer of Paradigm Exploration Company, an investor funded private company with oil & gas producing properties in North Texas. Mr. Soltero, for the past 40 years, has served as the president and/or CEO of a series of private and public oil and gas companies. For several of the smaller public companies he also served as the chief financial officer. As CEO or CFO he closed more than 20 separate financing transactions aggregating more than $240 million. As CEO or COO he had the responsibility for more than 50 new oil and gas field discoveries in the United States and the acquisition of numerous oil and gas producing properties. In his consulting practice, Mr. Soltero advised a number of private and public oil and gas companies on their U.S. property acquisition programs.
Mr. Soltero holds a Master of Science in Industrial Management from MIT (where he held a fellowship in petroleum economics) and, a Bachelor of Engineering in Civil Engineering from the Cooper Union. He holds FINRA Series 22 and Series 63 registrations. Mr. Soltero is also a registered professional engineer in the State of Texas.
Bill Tarr is Co-Founder and Managing Director of MOTIV Partners.
Mr. Tarr previously co-founded Aquillian Investments, an investment and advisory firm exclusively focused on environmental sustainability, clean technology, and natural resources, which launched the first Ecosystem Integrity Fund. Prior to Aquillian, Bill was a management consultant with Origo Global Business Partners, where he co-developed the Social Enterprise Services division and managed various sustainability projects, and was a Director for New Sector Alliance, managing projects for social enterprises.
Mr. Tarr received his BA from Dartmouth. He holds FINRA Series 7 and 66 registrations.
Andrew has more than 30 years of institutional investment experience and is a co-founder of Cumberland Partners. From 2008 until March 2010, he provided marketing services as an independent consultant to SouthernSun Asset Management (formerly Cook Mayer Taylor), a registered investment adviser. Prior to then, Andrew was a principal at SouthernSun for nearly 20 years, serving as President of SouthernSun Asset Management and responsible for client relations and business development. His duties also included investment research, portfolio management and supervision of trading and compliance. From 2004 until 2006, he served as Chief Compliance Officer. Andrew was the Co-Portfolio Manager for the New River Small Cap Fund, predecessor of the SouthernSun Small Cap Fund, from its inception in 2003 until 2008. He has been a CFA® charterholder since 1993.
Andrew received a BBA in finance/marketing from Baylor University and an MBA in finance from Baylor University. Previously, he served as director for the Memphis Development Foundation that operates the Orpheum Theatre, and as director and board chair for the Make-A-Wish Foundation of the Mid-South.
Patrick Turns is the Founder and Managing Director of Selego Capital.
Mr. Turns has over 20 years of institutional investment experience. As VP of Institutional Marketing and Client Service for a regional third party marketing firm, he led the effort in raising assets for their Private Equity, Long/Short, and Distressed Credit fund managers. As VP of Institutional Fixed Income Sales at First Tennessee Financial, he analyzed, selected and traded structured mortgage backed, corporate, and US government debt instruments. He co-founded the Mortgage Finance investment banking division at Dain Rauscher, where they sourced, underwrote, structured, securitized, and traded both public and private mortgage backed debt transactions. He began his career at Morgan Keegan and Company in their Mortgage Finance division.
Mr. Turns earned a BS from the University of Tennessee in 1992 with a concentration in Finance. H holds FINRA Series 7 and 63 registrations.
Equity Multiple, Inc.
Brian joined EQUITYMULTIPLE from Mission Capital Advisors, where he worked with the Residential and Commercial Loan Sale teams in addition to the Mortgage Servicing Group. Prior to joining Mission Capital, Brian interned with Morgan Stanley as a Wealth Management intern and Vectra Capital, a New York-based commodity and financial contracts trading firm focusing on North American energy.
Brian graduated from Lehigh University where he earned his Bachelor of Science in Finance and played on the varsity men’s soccer team.
Enclude Capital Advisory
van Weede, Steven
Steven van Weede is the Managing Director of Enclude Capital Advisory Services team, where he has led and supervised teams in a variety of equity and debt raising transactions, utilizing his previous experience in designing and structuring funds to meet sectoral-specific needs. He is an investment banker by training with 21 years of transaction experience.
Mr. van Weede has acquired expertise in working with small and growing businesses, determining how best to meet their capital needs to fulfill business objectives through his work with the investment banking teams at Merrill Lynch (now Bank of America) and Citi in both London and Johannesburg, and subsequently as a co-founding CEO of Gryphon Investment Bank. He was a corporate finance specialist (balance sheet optimization, structuring equity and equity-linked financings and debt advisory) before taking on wider coverage roles which also included M&A, private equity financing and debt re-structuring. Immediately prior to joining Enclude, Mr. van Weede supported an NGO in establishing a fund focused on healthcare.
Mr. van Weede holds a Masters in Finance and Economics from Groningen University, and followed an executive MBA program at Wharton.
Vrolyk Capital Partners
Anne Vrolyk is the Founder of Vrolyk Capital Partners, which supplies a range of investment banking services to growing companies. She has over 30 years of investment banking advisory and consulting experience specializing in the consumer sector.
Ms. Vrolyk specialized in mergers and acquisition and in private financing of both debt and equity. Her background covers a wide range of industries with the largest focus in the consumer and business services sectors. Prior to Vrolyk Capital Partners, Ms. Vrolyk spend two years as a Managing Director of Vaint Capital and prior to that served for over twenty years as founder and Managing Director of Vrolyk & Company, a boutique investment bank based in San Francisco. Prior to founding Vrolyk & Company, she spent five years as a generalist in the merger department of Alex. Brown & Sons in San Francisco. Previous to ABS, she was with the merger department of Goldman Sachs in New York and also worked for Kidder Peabody in New York and Scudder, Steven & Clark in Los Angeles.
Ms. Vrolyk earned her MBA from Columbia University and her BA in Bacteriology from UCLA. She is member of the Board of Directors of the Zen Hospice Project and also serves in selected part-time operating roles for several clients. Ms. Vrolyk holds FINRA Series 7, 79 and 63 registrations.
David Waxman is Managing Director of Azla Advisors. He has over 25 years’ experience as a private equity & private debt fund primary placement & secondary advisor, equity sponsor, and CEO.
Over the past 11 years, Mr. Waxman has been responsible for Azla’s primary placement advising and the execution of multiple funds behalf of GPs with a focus on private debt, lower middle market growth equity and specialty strategy GP’s. He has also overseen Azla’s origination, valuation and execution of multiple secondary transactions on behalf of top-tier institutional LP’s and global financial services firms.
Previously, Mr. Waxman served as an equity sponsor at a US-based GP and CEO of two growth companies that achieved M&A exits.
Mr. Waxman received his MBA from the New York University Stern School of Business.
Jonathan Weibrecht is the Director of Real Estate Capital Markets of Harbor, a global leader in security token issuance and innovation.
Jonathan has over 10 years of investment banking and investment management experience. Prior to joining Harbor, Jonathan was a Vice President at Moelis & Company, providing strategic advice to global Real Estate, Gaming, Lodging and Leisure companies. At Moelis, Jonathan Co-Founded the Seasonal Leisure practice, which advised companies in the Ski, Golf, Cruise Line and other seasonal leisure industries. Notable transactions included the take private sale of Intrawest to an Aspen/KSL consortium for $1.5bn, the largest transaction in the Ski Resort industry in over 10 years.
Before joining Moelis & Company, Jonathan worked in the Real Estate & Lodging Investment Banking Group at Citi. Prior to joining Citi, Jonathan worked in the Private Wealth Management divisions of Lehman Brothers and Merrill Lynch where he advised Ultra High Net Worth Individuals on asset allocation and investment selection.
Jonathan grew up in Lake Placid, New York where he worked in his family’s Lodging and Real Estate Development business. Jonathan held positions as a Director of the New York Ski Educational Foundation as well as the National Sports Academy at Lake Placid. He holds an undergraduate degree in Economics from Washington University in St. Louis and an M.B.A. from the Stern School of Business at New York University.
Big Path Capital
Michael is Co-Founder and Managing Partner of Big Path Capital, a leading boutique impact investment bank focused on providing Corporate Finance, M&A, and Placement Agent services to impact companies and funds globally. Big Path has worked with over 120 impact and sustainable companies and funds, more than any firm in the sector. In 2007 the old economy driven by the single gear of profit maximization reached a dead end in the financial crisis. It was a moment of reckoning during which Michael left his fifteen-year career in private equity to form Big Path Capital with his partner, Shawn Lesser, leveraging the engine of capitalism for an expansive economy built on natural, social, and financial capital.
Recognizing that impact investing isn’t just a different way of investing but a superior way of deploying capital, Michael is committed to challenging the status quo and to raising the expectation of capital. In this vein, Big Path has created a number of first-in-class initiatives demonstrating SmarterMoney+: Maximize impact, Maximize return. These include the Five Fund Forum, Impact Capitalism Summit, and Impact & Sustainable Trade Missions.
Michael received his BA summa cum laude, Phi Beta Kappa from the University of the South in Sewanee, TN and received a joint MBA and MEM (Master of Engineering Management) from the Kellogg School of Management, Northwestern University. Michael is an advisory board member of the Croatan Institute and the Babson Center for Global Commerce and is a member of the Social Venture Network and Net Impact.
Wilson Capital Advisors LLC
Barry Wilson is the founder and managing member of Wilson Capital Advisors LLC.
Mr. Wilson has over 30 years of experience in the alternative investment asset class primarily in senior leveraged loans, structured credit, and high yield. Previously, Mr. Wilson held positions of increasing responsibility in investor development, portfolio management and trading with leading institutional and alternative management firms including Antares Capital, Blue Mountain Capital, PIMCO and Coast Asset Management. Mr. Wilson began his career with a predecessor bank of JPMorgan completing their management training program and spending the first ten years of his career managing leveraged loan portfolios.
He received a BA in Finance and BA in Political Science from Southern Methodist University. He holds FINRA Series 7 and 79 registrations.