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leveraging our infrastructure, NEXUS
technology and community.

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210+ INVESTMENT OPPORTUNITIES

venture
capital

venture capital

32 Managers
40 Direct Deals

private
equity

private equity

22 Managers
26 Direct Deals

private
credit

private credit

17 Managers
11 Direct Deals

real
estate

real estate

27 Managers
27 Direct Deals

infra-
structure

infrastructure

Coming soon

hedge
funds

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long-
only

long-only

5 Managers

public
companies

public companies

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venture capital

32 Managers
40 Direct Deals

private equity

22 Managers
26 Direct Deals

private credit

17 Managers
11 Direct Deals

real estate

27 Managers
27 Direct Deals

infrastructure

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hedge funds

26 Managers

long-only

5 Managers

public companies

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The Nexus
of Capital and
Opportunity™

Active

investment

opportunities

210+

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Our APs help investors source and analyze unique investment opportunities in primary and secondary markets

Active

investment

opportunities

210+

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APs supported

on the platform

90+

Affiliate
Partners

A diverse and talented community of investment bankers and placement agents who help companies strategically connect with investors

90+

APs supported

on the platform

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$8B+

Capital

raised

Companies

Our APs help operating companies and asset management firms raise capital and achieve other strategic objectives

$8B+

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NEXUS

NEXUS is our technology operating system that supports the entire capital markets lifecycle between APs, companies and investors

Affiliate Partners

A diverse and talented community of investment bankers and placement agents who help companies strategically connect with investors

APs supported

on the platform

90+

Companies

Our APs help operating companies and asset management firms raise capital and achieve other strategic objectives

$8B+

Capital

raised

Investors

Our APs help investors source and analyze unique investment opportunities in primary and secondary markets

Active

investment

opportunities

210+

NEXUS

NEXUS is our technology operating system that supports the entire capital markets lifecycle between APs, companies and investors

VALUE PROPOSITION

We have the infrastructure, technology and
community for you to achieve your goals

Broker-Dealer Services

Best-in-class infrastructure with a highly experienced team and deep RegTech integration in NEXUS
FINRA member firm and SEC registered broker-dealer for >20 years with a strong legal and compliance foundation to support a wide range of activities in domestic and international markets
Client onboarding support through the contracting and due diligence process with clean workflows and expert guidance
Transaction close-out process managed through NEXUS, integrating legal, compliance, and accounting frameworks
Direct coordination with clients to reconcile transactions, calculate fees, collect payments, calculate payouts and report on all accounting

Collaboration

Collaborative ecosystem of APs who leverage origination and distribution synergies across the platform to expand their businesses
Ever-growing community of APs who bolster the platform’s origination and distribution capabilities across various asset classes, investor demographics, and geographies
Platform-wide and sub-community calls & events
APs and live mandate profiles in NEXUS to help identify synergies with intelligent analytics and filtering
Cross-marketing facilitation in NEXUS to form AP-to-AP agreements and approve investor lists for each client
Pipeline management tools to provide mandate originators real-time transparency into a collaborator’s pipeline, sales activity, and transactions
Best practice guides to optimize outcomes

Sales Management

NEXUS tools to track pipelines, client approvals, sales activity, and transactions
Reporting tools built into the system to update salespeople and clients real-time with customizable filters and reports
Coming Soon: Collaboration tools with clients and investors on our upcoming Client and Investor Portals

Investment Offering Marketplace

Content management tools for live mandates in NEXUS to attract potential distribution partners
Database of potential investment offerings across the platform to identify distribution opportunities
Coming Soon: Investor Portal with interactive tools to interface with pre-existing relationships and generate new leads

Email Marketing Services

NEXUS tools to create email campaigns and dynamically manage distribution lists
Ability to track open and click engagement tied to your pipeline

Data

Proprietary community-sourced data model with read/write access for APs to work on an incredibly robust and constantly improving database
Private sales engagement data with intelligent exceptions for opt-in collaboration
Onboarding facilitation to quickly integrate into the system
Publicly available information continually scrubbed by the data team

Supporting Foundation

High-quality onboarding, support and training
Training guides and videos
Best-in-class technology and data security framework on NEXUS

Identify Talent

Platform for sourcing the best investment bankers or placement agents to help you raise capital, sell your business or conduct other strategic initiatives
Benefit from APs collaborating across the platform to expand your distribution efforts and reach a more diverse universe of investors

Infrastructure

Best-in-class legal, compliance, accounting, and due diligence infrastructure to support your activity
Seasoned team of professionals managing our infrastructure who regularly analyze complex commercial and regulatory frameworks to maintain a stable and nimble platform
Operational excellence and optimal use of process and technology built into NEXUS to manage workflows consistently and efficiently

Sales Management

APs who work smarter and faster for clients using NEXUS
Real-time transparency into pipelines, sales activity, and transactions
Workflows for streamlining project management
Email marketing services for APs to run your sales campaigns

Data

Proprietary community-sourced data model with read/write access for APs to work on an incredibly robust and constantly improving database
Robust investor data for APs to identify your best prospects and obtain actionable insights to close deals

Sourcing & Diligence

Coming Soon: Investor Portal to source and diligence high-quality investment opportunities

Infrastructure

Professional counterparties with best-in-class legal, compliance, accounting, and due diligence infrastructure

Collaboration

Tools to help our APs and clients engage with you to support your investment process

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We have a diverse community of
Affiliate Partners

Our Affiliate Partners are trusted investment banking and placement agent teams
who originate and distribute deals both individually and collaboratively.

Howard Abrahams, Founder and President of Morewood Capital LLC, Joins Stonehaven's Affiliate Platform

Feb 15, 2023

Matthew Balaker, Director of Aureate Capital LLC, Joins Stonehaven’s Affiliate Platform

Feb 14, 2023

Oliver Tilleard, Founder and Managing Partner of Oxon Capital, Joins Stonehaven’s Affiliate Platform

Feb 08, 2023

Andrew Mirolli, President & CEO of Valci Capital Group, LLC, Joins Stonehaven’s Affiliate Platform

Feb 08, 2023

John Williford, Founder of Dogwood Pecan, LLC, Joins Stonehaven’s Affiliate Platform

Feb 02, 2023

Alex Muromcew, Associate of ELA Partners, Joins Stonehaven’s Affiliate Platform

Jan 24, 2023

Amy Short, Principal of Golden Visa Capital, LLC, Joins Stonehaven’s Affiliate Platform

Jan 20, 2023

Pitchbook – The Role of Placement Agents in GP Fundraising

Jan 18, 2023

Joseph Maly, Managing Partner of JFM Capital Advisors, LLC, Joins Stonehaven’s Affiliate Platform

Jan 09, 2023

Blaine Burke, Managing Partner of MCX Capital LLC, Joins Stonehaven’s Affiliate Platform

LATEST NEWS

Feb 27, 2023

Howard Abrahams, Founder and President of Morewood Capital LLC, Joins Stonehaven's Affiliate Platform
read more
Feb 15, 2023

Matthew Balaker, Director of Aureate Capital LLC, Joins Stonehaven’s Affiliate Platform
read more
Feb 14, 2023

Oliver Tilleard, Founder and Managing Partner of Oxon Capital, Joins Stonehaven’s Affiliate Platform
read more

SEE ALL NEWS

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The firm hosts roundtables and conferences in 40+ cities and 15+ countries where family offices interact and share ASKs. In parallel, 360 One Firm Capital forms strategic relationships with funds across asset classes to access or partner on deals, and helps them connect with family offices as potential limited partners.","spans":[]},{"type":"paragraph","text":"Prior to launching 360 One Firm Capital, Mr. Sanor partnered with a family office in co-founding Chiron Capital, a merchant bank focused primarily on PE investing with middle market funds, advisory to family offices, as well as operational roles in portfolio companies. The family office invested into MLV & Co. LLC, an independent full-service investment bank and institutional broker-dealer where Mr. Sanor became a Managing Director and Co-Head of Merchant Banking.","spans":[]},{"type":"paragraph","text":"Mr. Sanor began his career as a lawyer with Hahn Loeser in Cleveland, before moving into Corporate Finance at PriceWaterhouse, and becoming a Partner at Arthur Anderson and later Ernst & Young in their Transaction Advisory Services group responsible for Russia and the CIS and oversight on other emerging markets.","spans":[]},{"type":"paragraph","text":"Mr. Sanor graduated from Denison University with a B.A. in Political Science and History. Mr. Sanor earned his J.D. from the University of Michigan Law School, with a semester at Leiden University in the Netherlands studying EU and Russian law. For his alma maters, Mr. Sanor founded networking platforms (Denison Connecting! and Michigan Connecting!) with over 5,000 alumni participating so far at interactive events around the world.","spans":[]},{"type":"paragraph","text":"Mr. Sanor currently holds the Series 7, 79 and 24 registrations with FINRA.","spans":[{"start":69,"end":74,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]},{"type":"paragraph","text":"","spans":[]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"hedge-funds"}]}},{"id":"YY06nhEAACAAGBhL","uid":"adara-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY06nhEAACAAGBhL%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T15:45:38+0000","last_publication_date":"2022-08-29T10:13:12+0000","slugs":["adara-capital","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"adaralogo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/91c31db5-4b7e-4bcc-a9e1-2e491b864c79_adaralogo.jpg?auto=compress,format","size":"10644","height":"32","width":"150"},"name":[{"type":"paragraph","text":"Adara Capital","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Real Estate","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Leslie Carranza","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/leslie-carranza-9b40796\/","spans":[]}],"photo":{"link_type":"Media","name":"Leslie Carranza - Adara.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/dae17706-6f51-4e00-b9a1-15f60b50d879_Leslie+Carranza+-+Adara.jpeg?auto=compress,format","size":"14814","height":"295","width":"295"},"description1":[{"type":"paragraph","text":"Leslie Carranza is the Managing Partner of Adara Capital. Prior to founding Adara Capital, Ms. Carranza was a Managing Director of Ridgeway Capital Group, LLC. While at Ridgeway Capital, Ms. Carranza raised in excess of $275 million for alternative investment managers in the private equity and hedge fund arena both in developed and emerging markets.","spans":[]},{"type":"paragraph","text":"Prior to joining Ridgeway Capital in New York, Ms. Carranza served as an Executive Search Consultant conducting senior level assignments for a\u00a0variety of private and public real estate owners, developers, private equity funds, family offices and investment managers. Prior to recruiting she served as an Account Executive with Bloomberg LP. Ms. Carranza spent the first eleven years of her finance career as an Institutional Taxable Fixed Income Salesperson for Merrill Lynch, J.P. Morgan and Cowan & Company.","spans":[]},{"type":"paragraph","text":"Ms. Carranza earned an M.B.A. from Columbia University and a B.E. in Civil Engineering, graduating magna cum laude, from Villanova University.","spans":[]},{"type":"paragraph","text":"Ms. Carranza currently holds the Series 7, 63 and 79 registrations with\u00a0FINRA.","spans":[{"start":72,"end":77,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-credit"},{"category":"real-estate"},{"category":"hedge-funds"}]}},{"id":"YjBajBIAACIAu4Ku","uid":"arboreal-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YjBajBIAACIAu4Ku%22%29+%5D%5D","tags":[],"first_publication_date":"2022-03-15T10:47:41+0000","last_publication_date":"2022-08-29T12:40:22+0000","slugs":["arboreal-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Arboreal.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/5f6bea68-47f9-49bd-914e-07c3d5abeb1c_Arboreal.png?auto=compress,format","size":"228323","height":"234","width":"1440"},"name":[{"type":"paragraph","text":"Arboreal Capital LLC","spans":[]}],"location":[{"type":"paragraph","text":"Sandy, UT","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Direct deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/www.arborealcap.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Sean Lenz","spans":[]}],"tag":[{"type":"paragraph","text":"Co-Founder and Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/slenz\/","spans":[]}],"photo":{"link_type":"Media","name":"linkedin Photo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/6109dc3a-2a1b-4b82-8566-ffee452b68e8_linkedin+Photo.jpg?auto=compress,format","size":"27973","height":"175","width":"160"},"description1":[{"type":"paragraph","text":"Mr. Sean Lenz is a Co-Founder and Managing Director of Arboreal Capital LLC.\u00a0Mr. Lenz specializes in raising institutional capital for real estate sponsors, real estate projects, and other real asset investment opportunities.\u00a0He also specializes in raising capital for social and environmental impact opportunities.","spans":[]},{"type":"paragraph","text":"In Mr. Lenz\u2019s previous roles as a senior member of the real estate investment banking groups at Sutter Securities, Salem Partners, Cantor Fitzgerald, and BMO Capital Markets, 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 real estate operators and developers and funds. Transaction experience has included initial public offerings, follow-on offerings, senior and subordinated notes, proprietary loans, and in excess of $5 billion in private capital raising assignments, his primary focus. Mr. Lenz has covered all sectors within the real estate space as well as infrastructure (including buy-side acquisition and asset management experience) and energy assets. Mr. Lenz began his career as an Analyst in Wachovia Securities\u2019 Real Estate Corporate Finance Group (Wells Fargo).","spans":[]},{"type":"paragraph","text":"Mr. Lenz graduated cum laude from the University of Richmond with majors in Finance and Leadership Studies. 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Mr. Magowan leads efforts to finance ESG qualified companies and projects across real assets (real estate, low carbon energy, infrastructure, forestry), resource efficiency, and financial services.\u00a0 He recently served as Co-Founder and interim CEO of Arboreal BV, a reforestation company that employs a biodiverse, permanent model to maximize carbon sequestration and landscape ecosystem restoration at scale.\u00a0 ","spans":[]},{"type":"paragraph","text":"Through Arboreal Capital and his previous roles at Sutter Securities, Security Research Associates, and Johnson Capital, Mr. Magowan has invested in, originated, structured, and capitalized companies in the sectors of renewable energy, resource conservation, healthcare, technology, cyber security, financial services, and real assets.\u00a0 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.\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Magowan serves on the Board of Directors of Merchants National Properties (owners of Marx Realty), a vertically integrated real estate and investment company controlled by the Merrill, Lynch, and Marx families since 1933.\u00a0 Merchants have interests in 3.4 million Square Feet of office and retail property principally in New York, Washington DC, Boston.\u00a0\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Magowan serves on the Advisory Boards of Arboreal BV and Parker Maritime Technologies.\u00a0 He\u2019s a Partner at the Caribbean Climate Smart Accelerator and Vice President of a Private Family Foundation.\u00a0 He\u2019s a past appointee to the United States Department of Energy\u2019s Nuclear Advisory Committee. \u00a0Mr. Magowan speaks on impact investing at conferences globally. 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","spans":[]},{"type":"paragraph","text":"Mr. Magowan is an honors graduate with a Bachelor of Arts from Harvard University and earned a Master of Business Administration from the International Institute for Management Development (IMD).\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Magowan holds the Series 7 and 63 registrations with FINRA.","spans":[{"start":57,"end":62,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/"}}]}]}],"affiliate":[{"category":null}]}},{"id":"YY0ygxEAACMAF_GM","uid":"arche-investments-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0ygxEAACMAF_GM%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T15:11:03+0000","last_publication_date":"2022-07-26T17:37:26+0000","slugs":["arche-investments-llc","miami-fl","arche-investments"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Arche Investments Logo Cropped 25.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/eff30880-3c24-4864-9daa-58028d5bb8aa_Arche+Investments+Logo+Cropped+25.jpg?auto=compress,format","size":"16261","height":"63","width":"150"},"name":[{"type":"paragraph","text":"Arche Investments LLC","spans":[]}],"location":[{"type":"paragraph","text":"Miami, FL","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Equity, Private Credit,\u00a0 Venture, Hedge Funds, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Jamil French","spans":[]}],"tag":[{"type":"paragraph","text":"CEO and Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/legalcapintro\/","spans":[]}],"photo":{"link_type":"Media","name":"Jamil.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/652a923d-d6d4-48bb-912f-7f8ce971b01c_Jamil.jpeg?auto=compress,format","size":"28899","height":"450","width":"450"},"description1":[{"type":"paragraph","text":"Jamil French is a capital introduction specialist and legal advisor.\u00a0 He is the Founder and Chief Executive Officer of ARCHE INVESTMENTS, an innovative capital introduction advisory firm.\u00a0\u00a0French is a Harvard-trained attorney in Miami with 20 years of Wall Street experience and holds Series 7 and 63 brokerage licenses on the Stonehaven brokerage platform.","spans":[]},{"type":"paragraph","text":"Mr. French is a Partner in the Private Funds Group of FisherBroyles, LLP, an AmLaw 200TM\u00a0firm, and is admitted to practice law in Florida, New York and before the United States Supreme Court. Over\u00a0the course of his legal career, French has developed relationships with large and small fund managers, family offices, blue chip companies, investment banks, lending and investing institutions. From each of his roles he has gained a deep understanding of the challenges facing the investment community and the ability to help business partners find effective solutions.","spans":[]},{"type":"paragraph","text":"Mr. French received an A.B.,\u00a0cum laude, from Princeton University and a J.D. from Harvard Law School where he served as a submissions editor for the Harvard International Law Journal. In 2018, Institutional Investor Magazine named French a \u201cHedge Fund Rising Star\u201d--an elite list of young professionals making waves in the hedge fund industry. In 2015, the Minority Corporate Counsel Association named French a \u201cRising Star\u201d recognizing his career excellence and commitment to social justice.","spans":[{"start":29,"end":38,"type":"em"}]},{"type":"paragraph","text":"Mr. French serves as Chairman of the Hedge Fund Association\u2019s Family Office Committee and as a Global Director of Wembley Partners Global Holdings Inc.","spans":[]},{"type":"paragraph","text":"Mr. Jamil French currently holds the Series 7 and 63 registrations with FINRA.","spans":[{"start":72,"end":77,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"hedge-funds"}]}},{"id":"YY064REAACAAGBl6","uid":"artis-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY064REAACAAGBl6%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T15:46:44+0000","last_publication_date":"2022-08-29T13:17:16+0000","slugs":["artis-advisors-llc","artis-llc","washington-d.c.--chicago-il"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"artiscapitallogotrans-300x285.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/2b420acd-0586-49fa-924e-38a30167fcf3_artiscapitallogotrans-300x285.jpg?auto=compress,format","size":"8250","height":"101","width":"106"},"name":[{"type":"paragraph","text":"Artis Advisors, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Washington, D.C. & Chicago, IL","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Real Estate, Private Equity","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Brian R. Gill","spans":[]}],"tag":[{"type":"paragraph","text":"Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/brian-gill-19a8891\/","spans":[]}],"photo":{"link_type":"Media","name":"Brian.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/6e294cc9-3621-4c9b-90cb-09b5c38b4fd9_Brian.jpeg?auto=compress,format","size":"17096","height":"300","width":"300"},"description1":[{"type":"paragraph","text":"Brian Gill is a co-founding Partner of Artis. Mr. Gill works primarily in sourcing and executing compelling real estate investment opportunities.","spans":[]},{"type":"paragraph","text":"Prior to the formation of Artis, Mr. Gill was a co-founding Managing Director of Kalorama Realty Capital, a predecessor company to Artis. Before forming Kalorama, Mr. Gill was an Associate Director at Cushman & Wakefield, where his transaction volume exceeded $500 million. Prior to Cushman & Wakefield, Mr. Gill acquired and financed over $150 million in multifamily properties at Bonaventure Realty Group, where he rose from Analyst to Vice President.","spans":[]},{"type":"paragraph","text":"Mr. Gill serves as an Adjunct Professor of Finance and Real Estate at Georgetown University's McDonough School of Business and has also taught MBAs at George Washington University. Mr. Gill holds Master's degree in business and economics from Northwestern University and the London School of Economics and a BA from the University of South Florida. He is an active member of the Urban Land Institute (ULI) and the Pension Real Estate Association (PREA). ","spans":[]},{"type":"paragraph","text":"Mr. Gill currently holds the Series 7, 24, 63 and 79 registrations with\u00a0FINRA.","spans":[{"start":72,"end":77,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]},{"name1":[{"type":"paragraph","text":"Samuel S. Glass","spans":[]}],"tag":[{"type":"paragraph","text":"Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/samglass\/","spans":[]}],"photo":{"link_type":"Media","name":"Sam.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/e1df5636-feb1-4442-9352-7d04e4d786f4_Sam.jpeg?auto=compress,format","size":"17339","height":"300","width":"300"},"description1":[{"type":"paragraph","text":"Samuel Glass is a co-founding Partner of Artis. Mr. Glass works primarily in sourcing and executing compelling real estate investment opportunities.","spans":[]},{"type":"paragraph","text":"Prior to the formation of Artis LLC, Mr. Glass was a co-founding Managing Director of Kalorama Realty Capital, a predecessor company to Artis LLC. Previously, Mr. Glass worked for Federal Capital Partners (FCP), a real estate private equity firm which has acquired more than $2 billion of real estate assets and debt in the mid-Atlantic. At FCP, Mr. Glass' responsibilities included financial projections, asset management, investor relations, acquisitions and capital events (dispositions and refinancings).","spans":[]},{"type":"paragraph","text":"Before\u00a0joining FCP,\u00a0Mr. Glass was\u00a0an\u00a0Investment\u00a0Analyst with The World\u00a0Bank's Pension\u00a0Investments Department, where he focused on limited partnership investments and co-investments with sponsors of private equity and real\u00a0estate investment\u00a0funds. Mr. Glass'\u00a0prior\u00a0experience\u00a0also\u00a0includes two stints\u00a0at JPMorgan Chase & Co. in investment banking and real estate principal investing, respectively.","spans":[]},{"type":"paragraph","text":"Mr. Glass received his MBA from Columbia Business School and BA from Yale University. He is an active member of PREA and the DC Real Estate Group. ","spans":[]},{"type":"paragraph","text":"Mr. Glass currently holds Series 7 and 63 registrations with\u00a0FINRA.","spans":[{"start":61,"end":66,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/"}}]}]}],"affiliate":[{"category":"real-estate"}]}},{"id":"YbJURhEAACEABWmd","uid":"aureate-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YbJURhEAACEABWmd%22%29+%5D%5D","tags":[],"first_publication_date":"2021-12-09T19:08:57+0000","last_publication_date":"2023-03-02T18:49:52+0000","slugs":["aureate-capital","aureate-capital-llc","mc-aureate-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Aureate-Capital-(H-Line-logo) blk back.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/94e2fc9b-afff-46c2-bb85-9135f4b02421_Aureate-Capital-%28H-Line-logo%29+blk+back.jpg?auto=compress,format","size":"46548","height":"227","width":"879"},"name":[{"type":"paragraph","text":"Aureate Capital","spans":[]}],"location":[{"type":"paragraph","text":"Healdsburg, CA","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Real Estate, Venture Capital, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Austin Milliken","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/austinmilliken\/","spans":[]}],"photo":{"link_type":"Media","name":"Austin.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/55163d26-dc07-4739-816d-c08163ba179b_Austin.jpeg?auto=compress,format","size":"117066","height":"600","width":"600"},"description1":[{"type":"paragraph","text":"Mr. Austin Milliken is the Co-founder and Managing Member of Aureate Capital. Aureate Capital is San Francisco Bay-based and provides early-stage cannabis, fintech, crypto, and entertainment companies advisory and capital raising services.","spans":[]},{"type":"paragraph","text":"Mr. Milliken has 20 plus years of experience in trading, asset management, consulting, financial advisory, and capital raising. Most recently he has been working as an HNW investment advisor and portfolio manager. Additionally, he provides fractional CFO services for early-stage companies in the San Francisco Bay Area.","spans":[]},{"type":"paragraph","text":"Mr. Milliken started his career at Montgomery Securities (Banc of America) on the institutional listed trading desk before moving to hedge fund portfolio management. The bulk of his hedge fund life was spent at Parallax Fund in San Francisco as a derivatives volatility trader and portfolio manager.","spans":[]},{"type":"paragraph","text":"Mr. Milliken studied Economics at Columbia University, is a certified FRM, and currently holds Series 7, 63 and 65 registrations with\u00a0FINRA.","spans":[{"start":134,"end":140,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]},{"name1":[{"type":"paragraph","text":"Chris Cummock","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/christopher-cummock\/","spans":[]}],"photo":{"link_type":"Media","name":"Chris.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/1e0edb65-37f6-44ab-9a0e-fc87f6e2aa26_Chris.jpeg?auto=compress,format","size":"32007","height":"400","width":"400"},"description1":[{"type":"paragraph","text":"Mr. Chris Cummock is the Managing Director of Aureate Capital. Aureate Capital is San Francisco Bay-based and provides early-stage cannabis, fintech, crypto, and entertainment companies advisory and capital raising services.","spans":[]},{"type":"paragraph","text":"Prior to Aureate Capital , Mr. Cummock was an Investment Advisor at Tamalpais Asset Management, LLC. Mr. Cummock was the Principal for the Family Office Wealth Management and Investments at Cummock Asset Management. Mr. Cummock was the Co-Founder, CCO, and Managing Director at Onsa (formerly TokenValut and Vaultbank).","spans":[]},{"type":"paragraph","text":"Prior to Onsa, Mr. Cummock was an Associate and Analyst and Investors Capital Partners focusing on relationships with counterparties which included all bulge banks for credit transactions, major brokerages for syndicate as well as day-trading operations to mitigate counterparty-risk for larger trades over $10M notional. Previously, Mr. Cummock served as a Senior Finance, Business & Data Analyst for Newbuilds at Royal Caribbean Cruises, Ltd. \u00a0Mr. Cummock previously worked with ThyssenKrupp, Cross Keys Capital, LLC in the finance sector. Mr. Cummock was a Paralegal at Jerome Reisman PA and a Development Project Manager and Real Estate Broker at Holly Real Estate.","spans":[]},{"type":"paragraph","text":"Mr. Cummock has obtained his B.A in Global Business at the University of Southern California. He has also obtained a Master\u2019s in Finance and an International Master\u2019s in Business Administration from the Florida International University.","spans":[]},{"type":"paragraph","text":"Mr. Cummock currently holds Series 7, 63 and 65 registrations with\u00a0FINRA.","spans":[{"start":67,"end":73,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]},{"name1":[{"type":"paragraph","text":"David Gutterman","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/davidgutterman1\/","spans":[]}],"photo":{"link_type":"Media","name":"Aureate - David.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/646ea1ab-b2c9-487b-b185-335771ff643d_Aureate+-+David.png?auto=compress,format","size":"366219","height":"500","width":"500"},"description1":[{"type":"paragraph","text":"Mr. David Gutterman is a Managing Partner at Aureate Capital. Aureate Capital is San Francisco Bay-based and provides early-stage cannabis, fintech, crypto, and entertainment companies advisory and capital raising services.","spans":[]},{"type":"paragraph","text":"Mr. Gutterman focuses on capital raising, strategic consulting and mergers and acquisitions for early-stage companies in a variety of sectors including cannabis, fintech, technology and alternative investments such as crypto, blockchain, Web 3.0 and NFTs.","spans":[]},{"type":"paragraph","text":"Prior to joining Aureate Capital in November 2021, Mr. Gutterman was an investment banker and head of capital markets at MJC Partners in Los Angeles. While at MJC Partners, the Company was the most active placement agent for community banks in the Western U.S., ranking 1st in private placements (equity & debt) while he was there. Mr. Gutterman was lead execution on eight bank equity capital raise transactions for a total of $134M in deal value and seven bank debt capital raise transactions for a total of $99M in deal value. Mr. Gutterman also worked on 12 closed M&A transactions for over $470M in deal value. ","spans":[]},{"type":"paragraph","text":"Prior to joining MJC Partners, Mr. Gutterman was a financial institutions group investment banker for Sterne Agee in Newport Beach where he focused on mergers and acquisitions and equity advisory for bank and non-bank specialty lender clients. Prior to joining Sterne Agee, Mr. Gutterman was a technology group investment banker for Arbor Advisors in Palo Alto where he focused on mergers and acquisitions for private technology companies. Prior to joining Arbor Advisors, Mr. Gutterman worked with JP Morgan Securities in their private client services division and with Deutsche Bank in their structured finance division. ","spans":[]},{"type":"paragraph","text":"Mr. Gutterman graduated from University of Southern California\u2019s Marshall School of Business where he holds both a Master of Business Administration and Bachelor of Science. ","spans":[]},{"type":"paragraph","text":"Mr. Gutterman, his wife Natalie, and daughter Eliana live in Manhattan Beach, CA. Mr. Gutterman most enjoys spending time with family, playing and watching sports and hosting events for his friends. ","spans":[]},{"type":"paragraph","text":"Mr. Gutterman currently holds the Series 7, 79, 63 and 66 registrations with FINRA. \u00a0","spans":[{"start":77,"end":82,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]},{"type":"paragraph","text":"\u00a0","spans":[]}]},{"name1":[{"type":"paragraph","text":"John Davis","spans":[]}],"tag":[{"type":"paragraph","text":"Director of Secondaries of Shares Trading","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/john-davis-4779049\/","spans":[]}],"photo":{"link_type":"Media","name":"Aureate - John.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/4dace91f-82b3-454b-b937-81248162ff51_Aureate+-+John.png?auto=compress,format","size":"355227","height":"500","width":"500"},"description1":[{"type":"paragraph","text":"Mr. John Davis is Director of Secondaries of Shares Trading with Aureate Capital. Aureate Capital is an investment advisory and financial consulting firm, based in San Francisco, California. They focus on the technology, fintech, cannabis, and alternative investment fund sectors, and they are constantly searching for various disrupting propositions.","spans":[]},{"type":"paragraph","text":"Mr. Davis priorly worked as financial advisor with Edward Jones, leader in the financial-services industry. They offer investments services that align with their philosophy of diversifying quality investments and holding them for the long-term. Their investments include stocks, bonds, mutual funds, CDs, annuities, insurance, Roth and Traditional IRAs, 529 education savings plans, 401k rollovers, SEP IRAs, advisory services, estate considerations, trust services and borrowing solutions and had 2.9 years. of experience from Edward Jones. Mr. Davis has also worked with New York Life Securities as a Financial Advisor for 1.5 years. Earlier to that, Mr. Davis worked with The Benchmark Company for 3.8 years in Institutional Trading and before that JMP Group as Director of Institutional Trading gaining 3.6 years of experience. Mr. Davis has worked with Jones & Assoc. as an Institutional Trading.","spans":[]},{"type":"paragraph","text":"Mr. Davis also has experience with companies like First New York Securities as Trading, Bank of America Securities as Managing Director, Institutional Trading and Montgomery Securities as the Vice President, Institutional Trading.","spans":[]},{"type":"paragraph","text":"Mr Davis had his education in Bachelor of Arts in Economics for Columbia University in the city of New York.","spans":[]},{"type":"paragraph","text":"Mr. Davis currently has Series 7, 55, 63 and 66 registrations with FINRA.","spans":[{"start":67,"end":72,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]},{"name1":[{"type":"paragraph","text":"Matthew Balaker","spans":[]}],"tag":[{"type":"paragraph","text":"Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/matthew-balaker-047aab5","spans":[]}],"photo":{"link_type":"Media","name":"Matt B - Aureate.jfif","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/bf673ec4-ce75-4518-95b7-f0505b48d052_Matt+B+-+Aureate.jfif?auto=compress,format","size":"10611","height":"267","width":"200"},"description1":[{"type":"paragraph","text":"Mr. Matthew Balaker is a partner with Aureate Capital LLC.\u00a0","spans":[]},{"type":"paragraph","text":"Aureate Capital is a San Francisco Bay-based investment bank that provides capital raising and M&A advisory to its clients.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Matthew brings over 15 years of experience in the investment industry and has participated in hundreds of transactions as an investment officer and portfolio manager. He speaks at several industry conferences, often discussing issues related to private investment funds. Prior to Joining Aureate, Mr. Matthew was a founding member of CAIA's Southern California Educational Chapter.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Balaker holds the Chartered Alternative Investment Analyst (CAIA) designee and a BA in business economics from the University of California, Los Angeles (UCLA). He earned his MBA at the USC Marshall School of Business.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Balaker currently has series 7 and 63 registrations with FINRA.","spans":[{"start":61,"end":66,"type":"hyperlink","data":{"link_type":"Web","url":"finra.org"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"real-estate"},{"category":"hedge-funds"},{"category":"private-credit"}]}},{"id":"YYUfoxEAACIANBU2","uid":"bg-partners-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YYUfoxEAACIANBU2%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-05T12:15:35+0000","last_publication_date":"2022-09-02T13:32:50+0000","slugs":["bg-partners-llc","stamford-ct","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"BG_Partners_LLC_Logo-1.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/8cbcb247-8508-4719-890f-a60844c4b0ba_BG_Partners_LLC_Logo-1.jpg?auto=compress,format","size":"12976","height":"150","width":"150"},"name":[{"type":"paragraph","text":"BG Partners, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Stamford, CT","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Peter Bergen","spans":[]}],"tag":[{"type":"paragraph","text":"Co-Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/pjbergenjr\/","spans":[]}],"photo":{"link_type":"Media","name":"Peter.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/49c4cc4f-6140-4f76-9bed-5a1029070220_Peter.jpeg?auto=compress,format","size":"12686","height":"360","width":"360"},"description1":[{"type":"paragraph","text":"Peter Bergen is a Co-Founder of and Managing Member of BG Partners, LLC, a capital raising firm focusing on assets for niche alternative investment managers in North America. Mr. Bergen has over 30 years of experience in the financial services industry.","spans":[]},{"type":"paragraph","text":"Prior to forming BG Partners, Mr. Bergen served in various senior institutional business development, sales and relationship onboarding roles.","spans":[]},{"type":"paragraph","text":"Mr. Bergen his career on the equity trading floor of the New York Stock Exchange (NYSE) and served in institutional sales and trading roles within fixed income and equity products at several NYSE Member firms.","spans":[]},{"type":"paragraph","text":"Mr. Bergen holds a B.A. from Roanoke College. ","spans":[]},{"type":"paragraph","text":"Mr. Bergen currently holds the New York State Insurance licenses, as well as the Series 7 and 63 registrations with\u00a0FINRA.","spans":[{"start":116,"end":122,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/"}}]}]},{"name1":[{"type":"paragraph","text":"Thomas Gatto","spans":[]}],"tag":[{"type":"paragraph","text":"Co-Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/thomasgatto\/","spans":[]}],"photo":{"link_type":"Media","name":"Gatto.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/1467c5cc-1810-4fb5-8745-df6ee8a0e83d_Gatto.jpeg?auto=compress,format","size":"16082","height":"321","width":"321"},"description1":[{"type":"paragraph","text":"Tom Gatto is a Co-Founder and Managing Member of BG Partners, LLC, a capital raising firm focusing on raising assets for niche alternative investment managers in North America. Mr. Gatto has 30 plus years of experience in the financial services industry.","spans":[]},{"type":"paragraph","text":"Prior to forming BG Partners, Mr. Gatto was a Director at Artivest, a fintech platform connecting HNWI individuals, advisors and families to private equity, hedge funds and real estate. Prior to Artivest, Mr. Gatto was Head of Advisor Relations at Gotham Asset Management where he was responsible for distributing Gotham's liquid and private strategies to the intermediary marketplace. Mr. Gatto also had roles at PIMCO and BlackRock where he helped grow the retail channel and was the Northeast Divisional Manager at BlackRock.","spans":[]},{"type":"paragraph","text":"Mr. Gatto graduated from Fairfield University with a B.A. in Economics and received the Certified Investment Management Analyst (CIMA) designation at The Wharton School. ","spans":[]},{"type":"paragraph","text":"Mr. Gatto holds the series 3, 7, 24, and 63 registrations with\u00a0FINRA.","spans":[{"start":63,"end":69,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"hedge-funds"}]}},{"id":"YY07vBEAACIAGB19","uid":"black-pearl","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY07vBEAACIAGB19%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T15:50:23+0000","last_publication_date":"2022-09-02T13:39:16+0000","slugs":["black-pearl","tampa-bay-fl"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"BlackPearl_Logo2 (2).jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/7640b23d-7612-4492-97fe-e93ed4b9deeb_BlackPearl_Logo2+%282%29.jpg?auto=compress,format","size":"9570","height":"38","width":"150"},"name":[{"type":"paragraph","text":"Black Pearl","spans":[]}],"location":[{"type":"paragraph","text":"Tampa Bay, FL","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Direct Deals, Real Estate","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Francisco J. S\u00e1nchez","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/francisco-sanchez-89015b\/","spans":[]}],"photo":{"link_type":"Media","name":"black-pearl.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/9897ffb5-20ca-447a-b153-26888ac341f3_black-pearl.jpg?auto=compress,format","size":"36475","height":"225","width":"225"},"description1":[{"type":"paragraph","text":"Francisco J. S\u00e1nchez served as Under Secretary for International Trade at the U.S. Department of Commerce, a post he was nominated to by President Barack Obama in 2009. As Under Secretary, Mr. S\u00e1nchez lead the International Trade Administration. As one of the architects of the President's National Export Initiative (NEI), with the ambitious goal of doubling U.S. exports by the end of 2014, Mr. S\u00e1nchez directed programs and policies that promote and protect the competitiveness of American businesses. Under his leadership, working with partners in government, U.S. exports reached all-time highs in both 2011 and 2012.","spans":[]},{"type":"paragraph","text":"During the Clinton Administration, Mr. S\u00e1nchez served as the Assistant Secretary for Aviation and International Affairs at the U.S. Department of Transportation. Mr. S\u00e1nchez previously served in the White House as a Special Assistant to President Clinton and Chief of Staff to the Special Envoy to the Americas.","spans":[]},{"type":"paragraph","text":"Mr. S\u00e1nchez also spent more than 15 years working with several leading consulting companies on projects involving negotiation strategy and training, most recently as a partner with CMPartners. Among his private-sector achievements, Mr. S\u00e1nchez served as a consultant to the President of Ecuador in negotiations that led to the resolution of a long-running border dispute with Peru.","spans":[]},{"type":"paragraph","text":"Mr. S\u00e1nchez was named one of the 100 Most Influential Hispanics by Hispanic Business Magazine and also one of the top Hispanics nationwide by Poder Magazine. Mr. S\u00e1nchez is on the board of directors for the Overseas Private Investment Corporation (OPIC) and is a member of the Council of Foreign Relations. Currently, Mr. S\u00e1nchez sits on the board of directors of Archer Daniels Midland.","spans":[]},{"type":"paragraph","text":"Mr. S\u00e1nchez has been awarded the National Point of Light Award and the Governor\u2019s Point of Light Award for Outstanding Community Service. In 2010, he was named to the National Hall of Fame for the Boys and Girls Club of America. S\u00e1nchez obtained his B.A. and J.D. from Florida State University and a Master\u2019s in Public Administration from the Kennedy School of Government at Harvard University.","spans":[]},{"type":"paragraph","text":"Mr. S\u00e1nchez currently holds the Series 7 and 63 registrations with\u00a0FINRA.","spans":[{"start":67,"end":72,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"private-equity"},{"category":"real-estate"}]}},{"id":"YY08GxEAACIAGB9K","uid":"brunel-partners","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY08GxEAACIAGB9K%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T15:51:59+0000","last_publication_date":"2023-02-15T17:02:29+0000","slugs":["brunel-partners","sao-paulo-brazil"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Brunel Partners Logo no background.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/261716e3-19eb-4146-9b7c-095ba7690527_Brunel+Partners+Logo+no+background.png?auto=compress,format","size":"17678","height":"120","width":"280"},"name":[{"type":"paragraph","text":"Brunel Partners","spans":[]}],"location":[{"type":"paragraph","text":"S\u00e3o Paulo, Brazil","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Real Estate","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Daniel Rummery","spans":[]}],"tag":[{"type":"paragraph","text":"Partner\u00a0& Co-Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/daniel-rummery-2ab4115","spans":[]}],"photo":{"link_type":"Media","name":"drummery_105_x_120.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/d2c92eca-d60f-4a2b-aabb-297912c9c8e2_drummery_105_x_120.jpg?auto=compress,format","size":"14545","height":"120","width":"105"},"description1":[{"type":"paragraph","text":"Daniel Rummery is a Partner and Co-Founder of Brunel Partners. Prior to co-founding Brunel Partners, he set up LatAm Capital Partners in Sao Paulo when he moved to Brazil in 2013.","spans":[]},{"type":"paragraph","text":"Mr. Rummery also co-founded Ridgeway Capital LLC in 2007. Ridgeway Capital, headquartered in New York, is a leading global placement agent. He started his capital raising activities at TARA Capital, a European hedge fund marketing firm, where he focused on global asset raising with a focus on bringing international investors to Brazil. He was successful in raising over USD $1bn for Brazilian Managers, both funds and transactions. Mr. Rummery began his career at JP Morgan.","spans":[]},{"type":"paragraph","text":"Mr. Rummery earned a B.A. from Bournemouth University in the U.K. ","spans":[]},{"type":"paragraph","text":"Mr. Rummery lives in Sao Paulo, Brazil. ","spans":[]},{"type":"paragraph","text":"Mr. Rummery currently holds the Series 7, 63 and 79 registrations with\u00a0FINRA.","spans":[{"start":71,"end":76,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]},{"name1":[{"type":"paragraph","text":"Tim Chamberlain","spans":[]}],"tag":[{"type":"paragraph","text":"Partner & Co-Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/timothy-chamberlain-b736b016\/","spans":[]}],"photo":{"link_type":"Media","name":"Tim.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/c3e478c5-e28e-4fd5-835e-254bbe857970_Tim.jpeg?auto=compress,format","size":"130881","height":"800","width":"800"},"description1":[{"type":"paragraph","text":"Mr. Chamberlain is a Partner and Co-Founder of Brunel Partners. Mr. Chamberlain has been based in Sao Paulo, Brazil since 2010 and since arriving in Brazil has been an investor and partner in an Agribusiness-focused finance firm, and later worked on the restructuring of a large Brazilian asset manager.","spans":[]},{"type":"paragraph","text":"In late 2013, Mr. Chamberlain established his own firm, Cabrera & Company which was focused on capital raising within the alternative investment industry in Latin America. Mr. Chamberlain began his career with Euromoney Institutional Investor in Hong Kong in 2000, and later joined the hedge fund database company, Eurekahedge at its launch in Singapore in 2002. Mr. Chamberlain served in multiple roles at Eurekahedge and was instrumental in launching its capital raising business, Eureka Capital Partners, and opening their New York office in 2004.","spans":[]},{"type":"paragraph","text":"Mr. Chamberlain received a\u00a0B.Sc. from Oxford Brookes University in the UK. ","spans":[{"start":27,"end":31,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/b.sc\/"}}]},{"type":"paragraph","text":"Mr. Chamberlain Currently holds the Series 7 & 63 registrations with\u00a0FINRA.","spans":[{"start":69,"end":74,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/"}}]}]},{"name1":[{"type":"paragraph","text":"Nick Smale","spans":[]}],"tag":[{"type":"paragraph","text":"Associate","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/nick-smale-65938336\/","spans":[]}],"photo":{"link_type":"Media","name":"Nick Smale - Brunel.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/cbfc0de2-4b34-4ec8-ba81-5db505672f2b_Nick+Smale+-+Brunel.jpeg?auto=compress,format","size":"68531","height":"800","width":"800"},"description1":[{"type":"paragraph","text":"Nick Smale is an Associate with Brunel Partners. Mr. Smale focuses his efforts on supporting the capital raising services provided by Brunel Partners.","spans":[]},{"type":"paragraph","text":"Mr. Smale has been working in international capital raising since 2012 when he joined Matterhorn Investment Management, an emerging market equities hedge fund based in London. Mr. Smale was responsible for all areas of investor relations and capital raising with investors in North America, Europe and Australasia. Mr. Smale moved to Brazil in 2017 to head up investor relations at a Latin America long\/short fund before joining Brunel. Prior to Matterhorn, Mr. Smale worked in European M&A Advisory with DC Advisory in London.","spans":[]},{"type":"paragraph","text":"Mr. Smale graduated with a BSc in Economics and Geography from University College London. Mr Smale is based between Rio de Janeiro and Sao Paulo, Brazil. ","spans":[]},{"type":"paragraph","text":"Mr. Smale currently holds the Series 63 registrations with\u00a0FINRA.","spans":[{"start":59,"end":64,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"hedge-funds"}]}},{"id":"YYUgohEAACUANBlL","uid":"cca-global-capital-group","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YYUgohEAACUANBlL%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-05T12:16:44+0000","last_publication_date":"2022-09-02T15:03:01+0000","slugs":["cca-global-capital-group","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"1.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/476fe2ab-04a2-4196-bba1-5498032ff3f5_1.png?auto=compress,format","size":"84437","height":"1164","width":"2048"},"name":[{"type":"paragraph","text":"CCA Global Capital Group","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit, Real Estate, Venture Capital","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/ccaglobalcapital.com","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Tyra Jeffries","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & CEO","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/tyra-jeffries-8293a118\/","spans":[]}],"photo":{"link_type":"Media","name":"Tyra.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/28b867c8-20f6-43d9-964d-e64978a5b4d9_Tyra.jpeg?auto=compress,format","size":"90974","height":"800","width":"800"},"description1":[{"type":"paragraph","text":"Ms. Tyra Jeffries is the Founder and Chief Executive Officer of CCA Global Capital Group (previously CreativeCap Advisors), a global business advisory firm for asset managers. She is an experienced and recognized advisor to funds from around the world and works with new launches to more established fund managers. She works with executives by helping them understand how to build their companies through various initiatives and further evolve their investment companies. In addition, she has spearheaded business development efforts to help firms uncover new avenues of growth. Her team also provides outsourced investor relations solutions to select clients.","spans":[]},{"type":"paragraph","text":"The company launched the world\u2019s first global emerging manager incubator and has worked to build a global ecosystem of high-potential emerging managers, institutional investors and other professionals dedicated to the development and growth of the global emerging manager space. Ms. Jeffries has spent the better part of her career actively working for, with and around fund managers by helping to advise them on areas critical to the advancement of their businesses.","spans":[]},{"type":"paragraph","text":"Prior to CreativeCap Advisors, Ms. Jeffries was the Vice President of Marketing for Maloy Risk Services, an insurance firm that during her time focused its efforts on developing specialized and proprietary risk management solutions for asset managers. In 2016, the firm was acquired by Integro Group which was recently acquired by EPIC Holdings in December 2018.","spans":[]},{"type":"paragraph","text":"In earlier positions Ms. Jeffries has worked at Teneo Holdings and served alongside a team of consultants advising Fortune 500 companies and has worked in-house at an emerging manager quant hedge fund and at the private equity arm of a Multi-Family Office serving families throughout Latin America.","spans":[]},{"type":"paragraph","text":"Ms. Jeffries has spoken on panels and is frequently quoted as an expert opinion and in addition has written for leading industry publications across the alternative investment industry. The list includes, but is not limited to: HFMWeek, InvestHedge, CTA Intelligence, PrivateEquityWire, Venture Capital Journal, Opalesque, Emerging Manager Monthly, IR Magazine, Financial Times\u2019 Fund Fire, HedgeWeek, AlphaWeek, CityWire USA, AsiaHedge, Silicon Valley Bank and HFM Compliance.","spans":[]},{"type":"paragraph","text":"Ms. Jeffries received her Bachelor of Science in Public Relations from the prestigious Newhouse School of Public Communications at Syracuse University with a minor in Italian Language, Literature and Culture. She speaks Italian and currently resides in Wilton, CT. She is an avid boater and enjoys cycling.","spans":[]},{"type":"paragraph","text":"Ms. Jeffries currently holds Series 3, 7 and 63 registrations FINRA.","spans":[{"start":62,"end":68,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]},{"name1":[{"type":"paragraph","text":"Michael Alexander","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/michael-alexander-0308781\/","spans":[]}],"photo":{"link_type":"Media","name":"Michael.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/5c3eb08e-f2a5-4aad-ab38-cd4845ff7664_Michael.jpeg?auto=compress,format","size":"80267","height":"800","width":"800"},"description1":[{"type":"paragraph","text":"Mr. Michael Alexander is a Managing Director at CCA Global Capital Group, LLC. Mr. Alexander has over 15 years of experience within the investment management industry and is focused on curating CCA Global Capital Group\u2019s universe of handpicked clients.","spans":[]},{"type":"paragraph","text":"Prior to CCA Global Capital Group, Mr. Alexander served as a Managing Director of Investments for Alpha Capital Research, LLC, a multi-family office located in Connecticut. At Alpha Capital Research, Mr. Alexander was tasked with institutionalizing their investment management processes as a means of successfully raising assets. This included the creation of an investment committee, policies and procedures for documenting due diligence meetings, implement systems for performing quantitative analysis and creation of a risk monitoring process for new and existing investments. As a result of Mr. Alexander\u2019s directives, Alpha Capital grew from $50m assets undermanagement to over a $1b within five years. Mr. Alexander\u2019s investment management focus included researching and conducting due diligence globally on a broad universe of alternative investments that encompass hedge funds, private equity, real estate and venture capital.","spans":[]},{"type":"paragraph","text":"Prior to Alpha Capital Research, Mr. Alexander served as a Senior Investment Analyst for Aetna, Inc. At Aetna, Mr. Alexander was instrumental in supporting the Head of the Alternative Investments with regards to deploying capital into FoFs and direct investments from Aetna\u2019s $500M hedge fund program where Mr. Alexander served on three-person investment team.","spans":[]},{"type":"paragraph","text":"Mr. Alexander earned a BS in Finance from Syracuse University, and then earned an MBA in Finance from Rensselaer Polytechnic Institute at Hartford, CT. ","spans":[]},{"type":"paragraph","text":"Mr. Alexander currently holds the Series 7 & Series 63 registrations with\u00a0FINRA.","spans":[{"start":74,"end":79,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/"}}]}]},{"name1":[{"type":"paragraph","text":"Yuzhi Zheng","spans":[]}],"tag":[{"type":"paragraph","text":"Analyst","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/zhengyuzhi\/","spans":[]}],"photo":{"link_type":"Media","name":"Yuzhi-Zheng-Headshot-BW-scaled.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/04f8851f-e233-4a45-9776-e713e428874e_Yuzhi-Zheng-Headshot-BW-scaled.jpg?auto=compress,format","size":"220550","height":"2047","width":"2560"},"description1":[{"type":"paragraph","text":"Yuzhi Zheng joined CCA Global Capital Group in July 2021.","spans":[]},{"type":"paragraph","text":"Prior, Ms. Zheng has been an enthusiastic entrepreneur that has held numerous positions within a series of start-ups, including a fashion-tech company focused on sustainability that was supported by The London School of Economics Generate Accelerator Programme (GAP). Previously, Ms. Zheng was a Summer Analyst within the Investment Banking Group of Tianfeng Securities based in Shanghai, China. During her time at university, she also was a summer intern at Roland Berger where she developed research strategies based around a Python module.","spans":[]},{"type":"paragraph","text":"Additionally, Ms. Zheng has worked as a venture consultant in London focused on identifying market expansion opportunities, performed financial feasibility assessments, and has advised and implemented detailed financial planning and analysis protocols within newly formed companies.","spans":[]},{"type":"paragraph","text":"Ms. Zheng received a Global Master\u2019s in Management from The London School of Economics and Political Science and was a visiting MBA Scholar at The University of Chicago Booth School of Business. She has also attended Renmin University of China where she received her Bachelor of Arts in Economics.","spans":[]},{"type":"paragraph","text":"Ms. Zheng is based in London and speaks Mandarin, English and French.","spans":[]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"real-estate"},{"category":"venture-capital"}]}},{"id":"Y6MuTBIAACsAlKgG","uid":"carltonhouse-capital-partners-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y6MuTBIAACsAlKgG%22%29+%5D%5D","tags":[],"first_publication_date":"2022-12-21T16:13:36+0000","last_publication_date":"2023-01-04T08:36:36+0000","slugs":["carltonhouse-capital-partners-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Carltonhouse Capital Partners LLC logo.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/eb4eeaee-d689-4f49-964e-0874031c4e1c_Carltonhouse+Capital+Partners+LLC+logo.png?auto=compress,format","size":"11264","height":"720","width":"1280"},"name":[{"type":"paragraph","text":"Carltonhouse Capital Partners, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Indianapolis, IN","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit, Real Estate, Infrastructure funds, Venture Capital, Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/www.carltonhouse.co","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Charles Miller","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/miller-charles\/","spans":[]}],"photo":{"link_type":"Media","name":"Charles Miller Headshot-BB Edit 12.20.22.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/c71168c0-16b5-4e1a-ab73-ec249cd3bcf7_Charles+Miller+Headshot-BB+Edit+12.20.22.jpg?auto=compress,format","size":"3005736","height":"833","width":"731"},"description1":[{"type":"paragraph","text":"Charles Miller is the Managing Partner and Founder of Carlton House Capital Partners LLC.\nHis primary focus is assisting privately held companies and institutional investment managers\nin deal origination, sourcing, and negotiating all contracts and deal execution.\n\nMr. Miller has extensive experience in the capital markets, investment management industry,\nand international financial planning. He also boasts a comprehensive knowledge of securities,\ninvestment management, investment banking, pension fund consulting, and alternative funds,\nincluding Private Equity, Venture Capital, and Hedge Funds, as well as an in-depth\nunderstanding of market dynamics and practices. Mr. Miller has consulted numerous public\ncompanies and municipalities on private equity, venture capital investments, asset allocation,\nmanager selection, monitoring, and capital raising in the public and private markets. He has\nserved on several boards of Directors as head of the Compensation Committee and the Risk\nManagement Committee. Mr. Miller also participated in the disposition of one of the\ncompanies.\n\nMr. Miller\u2019s successful career spans over 35 years with leading Wall Street firms (Merrill\nLynch Capital Markets, Credit Suisse First Boston, William Blair and Company, Getty Oil,\nand Loomis Sayles). He was a Partner at TSA Capital Management, a leading Tactical Asset\nAllocation Investment Management firm, and developed their European hedge fund business.\nHis experience encompasses all facets of capital growth, portfolio construction &\ndevelopment, risk management, international financial planning, and trading.\n\nWith proven ability in developing and marketing to a loyal client base of institutional\ninvestors. Mr. Miller has strong business and financial insights, with demonstrated\nproficiency in market analysis, business creation, operational fortitude, and developing and\nimplementing prudent investment strategies. During his career, Mr. Miller has aided in\nfinancial transactions in excess of $40 Billion in various investment assets.\n\nMr. Miller has his Bachelor of Arts from Loyola Marymount University and has received his\nMBA from Marshall School of Business at the University of Southern California.\n\nMr. Miller has Series 3, 7, 63, and 65 registrations with FINRA.","spans":[]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"venture-capital"}]}},{"id":"YbJHcBEAACAABTRq","uid":"cedar-ridge-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YbJHcBEAACAABTRq%22%29+%5D%5D","tags":[],"first_publication_date":"2021-12-09T18:14:13+0000","last_publication_date":"2022-08-25T10:08:28+0000","slugs":["cedar-ridge-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Cedar Ridge Capital LLC.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/cab36f29-dae2-4591-8c85-eade0f25580b_Cedar+Ridge+Capital+LLC.png?auto=compress,format","size":"37812","height":"207","width":"200"},"name":[{"type":"paragraph","text":"Cedar Ridge Capital, LLC","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Equity, Private Credit, Real Estate, Venture, Hedge Funds, Direct Deals, Film Finance, Secondaries","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Joe Azzaro, CFA","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner & Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/joe-azzaro-cfa\/","spans":[]}],"photo":{"link_type":"Media","name":"Joe.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/18003541-ec45-4352-8508-b23d849722b1_Joe.jpeg?auto=compress,format","size":"36679","height":"495","width":"495"},"description1":[{"type":"paragraph","text":"Joe Azzaro is the Managing Director of Cedar Ridge Capital, LLC. Mr. Azzaro focuses his efforts on capital raising activities for alternative investment managers and has a personal interest in impact oriented strategies.","spans":[]},{"type":"paragraph","text":"Prior to establishing Cedar Ridge Capital, LLC, Mr. Azzaro served as a Managing Director for 360 One Firm Capital, LLC. Prior to that he was the Managing Director and Head of Business Development at PhaseCapital, a quantitative macro fund. Mr. Azzaro manages institutional relationships and has significant experience in credit and security analysis. Prior to joining PhaseCapital, Mr. Azzaro was a Director of alternative investment sales at Stonehaven, a leading placement agent. Prior to Stonehaven, Mr. Azzaro was an Assistant Vice President in the Credit Risk Management department of Deutsche Bank where he was the primary credit officer on a $700 million leveraged loan portfolio, evaluating the underlying credit risk of new\u00a0\u00a0transactions and monitoring credits for corporate events and overall credit risk. Previously, Mr. Azzaro was an Associate in the Leveraged Loan Portfolio group at Deutsche Bank and served as a junior portfolio manager. In this role, he was responsible for coordinating origination efforts, amendments, and refinancing among leveraged finance, capital markets, credit risk management, and the asset-based lending group.","spans":[]},{"type":"paragraph","text":"Mr. Azzaro earned a B.S. in Finance from the University of Scranton. Mr. Azzaro is a CFA charter holder and member of the CFA Institute, and the New York Society of Security Analysts (NYSSA). ","spans":[]},{"type":"paragraph","text":"Mr. Azzaro holds Series 7, 63, 31, and 3 registrations with\u00a0FINRA.","spans":[{"start":60,"end":65,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]},{"name1":[],"tag":[],"linkedin":[],"photo":{"link_type":"Media"},"description1":[]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"hedge-funds"}]}},{"id":"YbJJQxEAACEABTsv","uid":"changing-alpha-strategies-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YbJJQxEAACEABTsv%22%29+%5D%5D","tags":[],"first_publication_date":"2021-12-09T18:22:02+0000","last_publication_date":"2022-11-15T08:10:46+0000","slugs":["changing-alpha-strategies-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"changing alpha strategies-01.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/51905497-f236-46e0-aaaa-a4b33f589ef2_changing+alpha+strategies-01.png?auto=compress,format","size":"13651","height":"232","width":"675"},"name":[{"type":"paragraph","text":"Changing Alpha Strategies, LLC","spans":[]}],"location":[{"type":"paragraph","text":"South Orange, NJ","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Dan Hubscher","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner & Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/danhubscher\/","spans":[]}],"photo":{"link_type":"Media","name":"Dan.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/4157a1ef-b7a0-4ddb-87eb-4b4e1cc6cf1c_Dan.jpeg?auto=compress,format","size":"27756","height":"429","width":"429"},"description1":[{"type":"paragraph","text":"Dan Hubscher is the Founder and Managing Partner of Changing Alpha Strategies, LLC, sourcing and selling compelling private opportunities to qualified investors. ","spans":[]},{"type":"paragraph","text":"Mr. Hubscher has deep subject-matter expertise in electronic trading across cash and derivatives markets, market structure, regulation, industry advocacy, and technology. Mr. Hubscher has leveraged his existing high level industry relationships across markets and participants, industry associates, media and analyst firms, and technology and service suppliers. ","spans":[]},{"type":"paragraph","text":"Mr. Hubscher\u2019s prior consulting work with Changing Market Strategies LLC includes business development for Battle of the Quants worldwide, sales for QuantZ Machine Intelligence Technologies, advisor, and Chief Marketing Officer at DataAxxis, and hedge fund research and trading technology media relations roles.\u00a0 ","spans":[]},{"type":"paragraph","text":"Previously, Mr. Hubscher was the Director of Marketing and Strategy at Object Trading. \u00a0Mr. Hubscher was the Industry Marketing Manager for Capital Markets at Progress Software, and held various sales, marketing, and product roles at BT Radianz. Mr. Hubscher is a dual-degree graduate of the University of Pennsylvania. Mr. Hubscher has a B.S. in Economics from the Wharton School of Business, and a B.S.E. in Mechanical Engineering and Applied Mechanics from the School of Engineering and Applied Sciences. ","spans":[]},{"type":"paragraph","text":"Mr. Hubscher currently holds the Series 7, 31, and 63 licenses registrations with FINRA.","spans":[{"start":82,"end":87,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"hedge-funds"}]}},{"id":"YY09UBEAACMAGCUi","uid":"cognitiveg-capital-group-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY09UBEAACMAGCUi%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T15:57:07+0000","last_publication_date":"2022-08-25T10:18:48+0000","slugs":["cognitiveg-capital-group-llc","westport-ct","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Cognitive G Capital Group Logo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/03f029cc-d3c1-4ea2-8b75-84e96475d78a_Cognitive+G+Capital+Group+Logo.jpg?auto=compress,format","size":"12341","height":"78","width":"150"},"name":[{"type":"paragraph","text":"CognitiveG Capital Group, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Westport, CT","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Real Estate, Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/cognitiveg.com","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"L. Eston Woodard III, CAIA","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/l-eston-woodard-iii-caia-4872a610\/","spans":[]}],"photo":{"link_type":"Media","name":"Eston-Woodard-1.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/a334d4b9-0e40-4729-a314-bd5185ac2867_Eston-Woodard-1.jpg?auto=compress,format","size":"33838","height":"227","width":"216"},"description1":[{"type":"paragraph","text":"Eston Woodard is the Managing Partner and Founder of CognitiveG Capital Partners LLC. 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","spans":[]},{"type":"paragraph","text":"Mr. Seo holds the Series 7, 24, 55, & 63 registrations with\u00a0FINRA.","spans":[{"start":60,"end":65,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]},{"name1":[{"type":"paragraph","text":"Alex Muromcew","spans":[]}],"tag":[{"type":"paragraph","text":"Associate","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/alex-muromcew\/","spans":[]}],"photo":{"link_type":"Media","name":"ELA Partners - Alex Muromcew.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/54edf17d-9df5-4fb5-a3cb-2eefecd95478_ELA+Partners+-+Alex+Muromcew.jpeg?auto=compress,format","size":"3817322","height":"5760","width":"3840"},"description1":[{"type":"paragraph","text":"Alex Muromcew is a managing partner at ELA Partners. \u00a0","spans":[]},{"type":"paragraph","text":"ELA Partners specializes in Alternative Investments and Private Assets. \u00a0","spans":[]},{"type":"paragraph","text":"Prior to joining ELA Partners, Mr. Muromcew was a Managing Director at financial services firm TIAA, where he managed more than $2bn in global equities. 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Mr. Muromcew started his career as an analyst with Jardine Fleming Securities (Tokyo) as a trading company analyst and assistant Financial Sector Analyst.","spans":[]},{"type":"paragraph","text":"Mr. Muromcew has a BA in East Asian Studies cum laude from Dartmouth College and an MBA from Stanford University Graduate School of Business and speaks Japanese. \u00a0","spans":[]},{"type":"paragraph","text":"Mr. Muromcew currently holds the Series 7 and 63 with FINRA.","spans":[{"start":54,"end":59,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"hedge-funds"}]}},{"id":"YY0-qxEAACEAGCxe","uid":"engild-private-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0-qxEAACEAGCxe%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:02:54+0000","last_publication_date":"2022-09-02T15:22:06+0000","slugs":["engild-private-capital","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"engildprivate_logo2-1.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/a4ef8b7c-e4d2-45a1-b6f7-8a835fa48845_engildprivate_logo2-1.jpg?auto=compress,format","size":"8717","height":"31","width":"150"},"name":[{"type":"paragraph","text":"Engild Private Capital","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Alan Fields, CFA, CAIA","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/alan-fields-aa562918\/","spans":[]}],"photo":{"link_type":"Media","name":"Alan.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/df55b150-8828-4515-acc6-9c55f5acd8c3_Alan.jpeg?auto=compress,format","size":"12370","height":"298","width":"298"},"description1":[{"type":"paragraph","text":"Mr. Alan Fields is the Managing Director at Engild Private Capital (\u201cEngild\u201d). Mr. Fields has over 20 years experience as an institutional sales professional, introducing investment solutions to institutional clients across a wide range of alternative products.","spans":[]},{"type":"paragraph","text":"Prior to founding Engild, Mr. Fields was a Principal at The Abraaj Group, where he covered fundraising and investor relations across North America. Prior to joining The Abraaj Group, he was a Managing Director with PineBridge Investments (and its predecessor entity AIG Investments). Mr. Fields has successfully raised over one billion in fund commitments in various private capital strategies including venture, growth, buyout, secondaries, emerging markets, infrastructure, and hedge funds. Prior to AIG\/Pinebridge Mr. Fields was a Managing Director in institutional fixed income sales with Bear Stearns & Co, and before that he was with the auditing team of KPMG (f\/k\/a Peat Marwick & Mitchell).","spans":[]},{"type":"paragraph","text":"Mr. Fields received his MBA in Finance from The Wharton School, University of Pennsylvania and a BA in Accounting from Pace University. He holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. He is also a Certified Public Accountant (CPA). ","spans":[]},{"type":"paragraph","text":"Mr. Fields currently holds the Series 3, 7, and 63 registrations with\u00a0FINRA.","spans":[{"start":70,"end":75,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]}]},{"name1":[{"type":"paragraph","text":"Carlton Holmes","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/carlton-holmes-b6841b1\/","spans":[]}],"photo":{"link_type":"Media","name":"Carlton.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/0b4f8f20-6e24-4066-8ab2-3f790a156d1e_Carlton.jpeg?auto=compress,format","size":"25382","height":"400","width":"400"},"description1":[{"type":"paragraph","text":"Mr. Carlton Holmes is a Managing Director at Engild Private Capital who works closely with Engild\u2019s founder and Managing Partner, Alan Fields, CFA, CAIA.","spans":[]},{"type":"paragraph","text":"Prior to Engild Private Capital,\u00a0Mr. Holmes was a principal at TACK37 Consulting where he provided consulting services to consumer goods companies, specializing in marketing and sales. Prior to\u00a0TACK37 Consulting, Mr. Holmes was Vice President of OTC Marketing for Taro Pharmaceuticals where he grew an entire portfolio of profitable OTC generic \/private label products. Prior to Taro Pharmaceuticals, Mr. Holmes was a Group\u00a0Product Manager at Block Drug. Prior to Block Drug, Mr. Holmes served as a Product Manager for Johnson & Johnson.","spans":[]},{"type":"paragraph","text":"Mr. Holmes received his MBA with a concentration in Marketing & Finance from Columbia Business School and he received his BA with a major in Mathematics and a minor in Economics from Cornell University. Mr. Holmes served as a Board Member of the Sag Harbor Hills Improvement Association. ","spans":[]},{"type":"paragraph","text":"Mr. Holmes currently holds the Series 7, and is pursuing the Series 63 registrations with\u00a0FINRA.","spans":[{"start":90,"end":95,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"}]}},{"id":"YbJPLREAACIABVX_","uid":"eurasia-capital-group","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YbJPLREAACIABVX_%22%29+%5D%5D","tags":[],"first_publication_date":"2021-12-09T18:47:13+0000","last_publication_date":"2022-09-02T15:27:58+0000","slugs":["eurasia-capital-group"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Erasia Capital Group Logo_BB11.22.21.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/420ac885-3e60-47d6-be83-3844ec7274b7_Erasia+Capital+Group+Logo_BB11.22.21.png?auto=compress,format","size":"13318","height":"340","width":"646"},"name":[{"type":"paragraph","text":"Eurasia Capital Group","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Credit & Equity, Real Estate, Infrastructure, Venture, Hedge Funds, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Richard Conn, Jr.","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/richard-conn-a6955bb\/","spans":[]}],"photo":{"link_type":"Media","name":"Richard.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/ede9be42-46eb-45ea-94a3-88d85520075f_Richard.png?auto=compress,format","size":"92619","height":"378","width":"378"},"description1":[{"type":"paragraph","text":"Richard Conn is the Managing Partner of Eurasia Advisors (dba Eurasia Capital Group).\n\nPrior to founding Eurasia Advisors in 2003, Mr. Conn practiced international corporate law for nearly twenty years as an equity partner with the international law firm Latham & Watkins. He founded the firm's Moscow office in 1992 and served as a key advisor to the Presidential Administration of Russian President Boris Yeltsin and as President of the Moscow based Foreign Bar Association. A longstanding past member of the Board of Directors of the U.S.-Russia Business Council, he regularly consults with the World Bank, Members of Congress, and the Administration regarding C.I.S. related issues. He Co-Chaired the U.S.-Russia Business Council and American Chamber of Commerce (Moscow) joint initiative to facilitate Russian accession to WTO.\n\nMr. Conn delivered the keynote address at the United Nations to open the U.N. conference addressing the establishment of a world-wide Sovereign Debt Restructuring framework. He frequently publishes on these subjects and recently authored \"Towards a Sovereign Debt Restructuring Framework: Less is More\", that appears in Joe Stiglitz's book Too Little, Too Late: The Quest of Resolving Sovereign Debt Crises, Columbia University Press, New York, 2016. He periodically lectures at Columbia University's Harriman Institute of Russian, Eurasian, and East European Studies as well as at the Institute for New Economic Thinking, the Centre for International Governance Innovation, and Columbia University's SIPA Center on Global Economic Governance.\n\nMr. Conn ran in 2010 for the Deputy Presidency of the World Chess Federation on an international ticket headed by the Twelfth World Champion Anatoly Karpov with the support of the Thirteenth World Champion Garry Kasparov and is an avid chess player. He \u0441hairs the Advisory Committee of a non-profit organization that has already taught chess to over 3 million public school second and third graders in the U.S. and co-founded Agents for Critical Thinking, a not-for-profit organization that promotes critical thinking programs for children.\n\nMr. Conn graduated from Dartmouth College and Fordham University Law School, Richard clerked for the Honorable Gordon Thompson, Jr., Chief Judge of the U.S. District Court, Southern District of California. He is the co-author of Collier Labor Law and the Bankruptcy Code, M. Bender (1989) and the author of The Earthbound Parent: How (and Why) to Raise Your Little Angels Without Religion, Pitchstone Publishing (2018) , a book that encourages critical thinking and enhanced ethical standards.\n\nMr. Conn periodically lectures at or appears in podcasts associated with Columbia University's Harriman Institute of Russian, Eurasian, and East European Studies as well as at the Institute for New Economic Thinking, the Centre for International Governance Innovation, the Center on National Security and Columbia University's SIPA Center on Global Economic Governance.\n\nMr. Conn is fluent in Russian and Spanish.\n\nMr. Conn holds Series 7, 63 and 82 with FINRA.","spans":[{"start":3071,"end":3076,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"hedge-funds"}]}},{"id":"YY0-4hEAACIAGC2F","uid":"eversky-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0-4hEAACIAGC2F%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:03:49+0000","last_publication_date":"2022-09-06T13:14:13+0000","slugs":["eversky-capital-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"EverskyCapital_logo3 (1).jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/c27c585a-46b7-4719-a90d-b656ffad16fe_EverskyCapital_logo3+%281%29.jpg?auto=compress,format","size":"7770","height":"49","width":"150"},"name":[{"type":"paragraph","text":"EverSky Capital, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Boulder, CO","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit, Real Estate, Direct Deals ","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Eli Johnson, CFA","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/eli-johnson-cfa\/","spans":[]}],"photo":{"link_type":"Media","name":"Eli Johson Ever Sky.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/86176225-56ff-40b3-af3c-d1e03993e8ed_Eli+Johson+Ever+Sky.jpeg?auto=compress,format","size":"60329","height":"500","width":"500"},"description1":[{"type":"paragraph","text":"Eli Johnson, CFA is the Founder and Managing Partner of EverSky Capital, LLC. Mr. Johnson partners with select alternative investment managers with niche strategies to provide strategic consulting and capital raising services.","spans":[]},{"type":"paragraph","text":"Prior to launching EverSky Capital, Mr. Johnson was a Vice President with The True Life Companies, an opportunistic real estate private equity firm where he was in charge of business development activities with institutions and family offices. Prior to joining The True Life Companies, he served 10 years as Vice President of Investments for Consumer Capital Partners, a single family office, where he sourced investments, conducted due diligence, and presented recommendations to the Investment Committee. In this role he evaluated hundreds of alternative investments including hedge funds, structured credit, private debt, private equity, and real estate. The resulting portfolio consistently exceeded the firm\u2019s performance objectives.","spans":[]},{"type":"paragraph","text":"Mr. Johnson has over 20 years of investment management experience as a trusted advisor for family office, high net worth, and institutional investors. Throughout his career he has utilized alternative investments to create absolute return strategies on over $1billion in assets. With a keen focus on generating positive returns while managing downside risks, his investment recommendations have primarily involved real estate private equity structures, private debt, and non-correlated strategies. Mr. Johnson also has extensive investment banking, hedge fund management, and institutional fixed income investment experience. ","spans":[]},{"type":"paragraph","text":"Mr. Johnson graduated Magna Cum Laude with a B.S. in Finance from the University of Colorado at Boulder, Leeds School of Business. He is a CFA Charterholder, and a member of the CFA Institute and CFA Society Colorado.","spans":[]},{"type":"paragraph","text":"Mr. Johnson currently holds series 7 & 63 registrations with\u00a0FINRA.","spans":[{"start":61,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"}]}},{"id":"YfBNBxEAACIAkjye","uid":"fort-schuyler-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YfBNBxEAACIAkjye%22%29+%5D%5D","tags":[],"first_publication_date":"2022-01-25T19:29:03+0000","last_publication_date":"2022-09-06T13:19:22+0000","slugs":["fort-schuyler-capital"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Fort Schuyler Capital Logo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/96fc14f6-9101-4e11-9fdd-2c8079e03e99_Fort+Schuyler+Capital+Logo.jpg?auto=compress,format","size":"24875","height":"315","width":"790"},"name":[{"type":"paragraph","text":"Fort Schuyler Capital","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Credit, Real Estate, Venture Capital, Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/ftschuyler.wixsite.com\/website","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Paul Mangione","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/pmangione\/","spans":[]}],"photo":{"link_type":"Media","name":"Fort Schuyler - Paul.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/fdfd3fa2-6731-4c22-a40e-a82b4c645351_Fort+Schuyler+-+Paul.png?auto=compress,format","size":"275016","height":"500","width":"500"},"description1":[{"type":"paragraph","text":"Mr. Paul Mangione is the Founder and Managing Director of Fort Schuyler Capital. Mr. Mangione focuses on structured credit, fintech originators and venture capital opportunities. \u00a0","spans":[]},{"type":"paragraph","text":"Before forming Fort Schuyler Capital, Mr. Mangione established Fort Schuyler Advisors to help financial institutions analyze portfolios of loans, apply leading technological solutions to their existing infrastructure, and develop comprehensive plans for the management of illiquid assets. Mr. Mangione brings over 20+ years of experience in technology and portfolio management with public investment companies, private funds, and broker\/dealers.","spans":[]},{"type":"paragraph","text":"Mr. Mangione was the Non-Agency Portfolio Manager of Apollo Residential Mortgage, Inc. a public mortgage REIT focused on investing in and managing residential mortgage-backed securities (RMBS) and other residential mortgage assets throughout the US. At Apollo, Mr. Mangione also researched and invested in securities backed by marketplace lending and Small Business Administration (SBA) 7(a) loans. He was the Head Trader at Vantium Management LP, another Apollo Global Management sponsored fund that focused on attaining equity like returns on credit investments in legacy non-Agency RMBS and residential mortgages. Prior to that, Mr. Mangione was a Managing Director at a major broker\/dealer where he was a whole loan trader, specifically focused on residential mortgages, manufactured housing, automobile, and recreational vehicle loans. Mr. Mangione began his career at Credit Suisse as a Technical Associate developing systems for MBS trade entry, allocation, and settlement before transferring to the Asset Finance Group where he served as a collateral analyst, structurer, and Vice President of the Financial Engineering team.","spans":[]},{"type":"paragraph","text":"Mr. Mangione received a Bachelor of Science in Electrical Science and Engineering and a Master of Science in Electrical Engineering and Computer Science from the Massachusetts Institute of Technology.","spans":[]},{"type":"paragraph","text":"Mr. Mangione currently holds Series 63, and 7TO registrations with\u00a0FINRA.","spans":[{"start":67,"end":72,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/us-east-2.protection.sophos.com\/?d=finra.org&u=aHR0cHM6Ly93d3cuZmlucmEub3JnLw==&p=m&i=NjE5ZDc2NDliM2ZjOGMwZTFjMTlhYjE1&t=U1FQTnRUS1dZVjVXd3U1UmN3ZEcrYmFxa1NmQmhrY3B0MG12K0tiMERlMD0=&h=9fc5852449104667af92f5e364f58b7b","target":"_blank"}}]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-credit"},{"category":"venture-capital"}]}},{"id":"YY1AXhEAACEAGDSH","uid":"global-strategic-finance-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1AXhEAACEAGDSH%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:10:09+0000","last_publication_date":"2022-10-14T17:27:29+0000","slugs":["global-strategic-finance-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"GlobalStrategic_logo3.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/286a0030-aa83-4eaa-b2a0-9228b7f37341_GlobalStrategic_logo3.jpg?auto=compress,format","size":"5205","height":"59","width":"150"},"name":[{"type":"paragraph","text":"Global Strategic Finance, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Denver, CO","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Michael Fields","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/michaelsfields\/","spans":[]}],"photo":{"link_type":"Media","name":"Michael.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/c823a087-b185-48cd-8cb1-b5bc9ea73f44_Michael.png?auto=compress,format","size":"34734","height":"192","width":"192"},"description1":[{"type":"paragraph","text":"Mr. Michael Fields is the Founder and Managing Partner of Global Strategic Finance, LLC a Denver-based advisory and investment banking firm focused on\u00a0serving the global middle market.\u00a0Global Strategic Finance focuses on buy\/sell side advisory assignments, capital raising, strategic consulting, mergers and acquisitions and family office advisory.","spans":[]},{"type":"paragraph","text":"Mr. Fields is also the Managing Partner of MSF Enterprises, LLC which is a specialized consulting firm focused on preparing private companies and investment management firms for acceleration capital.\u00a0 Prior to focusing on MSF Enterprises, Mr. Fields was a Managing Director at Pali Capital in New York. Prior to Pali Capital, Mr. Fields served as Director of Research for European Markets at Lighthouse Partners, a $13.2B fund of funds, where he helped to identify and manage a portfolio of hedge fund managers.\u00a0 Prior to Lighthouse Partners, Mr. Fields worked as a Portfolio Analyst in the risk arbitrage department at Tiedemann Investment Group, a $7B family of hedge fund strategies.\u00a0 Prior to Tiedemann, Mr. Fields was a trader at Computer Trader Corporation and a Junior FX Dealer at Bank Julius Baer. During his banking career, Mr. Fields also has worked on over 23 transactions in the Financial Services, Fin Tech, Specialty Finance, and industrial sectors on sell side and capital raising mandates.","spans":[]},{"type":"paragraph","text":"Mr. Fields has a BA degree from Hobart & Williams Smith Colleges and received his MBA in Finance & International Business from Fordham University\u2019s Gabelli School of Business.\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Fields holds the\u00a0\u00a0Series 7, 31 & 63 licenses with FINRA .","spans":[{"start":54,"end":59,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"infrastructure"}]}},{"id":"Y8-wuxEAACsAQtqE","uid":"real-estate-fund-and-direct-deals","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y8-wuxEAACsAQtqE%22%29+%5D%5D","tags":[],"first_publication_date":"2023-01-24T10:19:46+0000","last_publication_date":"2023-01-24T10:19:46+0000","slugs":["golden-visa-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Golden Visa Capital logo.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/224c9672-23f5-4c68-8f35-125e17e9502c_Golden+Visa+Capital+logo.png?auto=compress,format","size":"559943","height":"1458","width":"1563"},"name":[{"type":"paragraph","text":"Golden Visa Capital, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Orlando, Florida","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Real Estate Fund and Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/www.goldenvisadirect.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Amy Short","spans":[]}],"tag":[{"type":"paragraph","text":"Principal","spans":[]}],"linkedin":[{"type":"paragraph","text":"www.linkedin.com\/in\/shortamy","spans":[]}],"photo":{"link_type":"Media","name":"Golden Visa Cap - Amy Short.1.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/f01c7610-efd9-4214-be0b-20b5994abb3d_Golden+Visa+Cap+-+Amy+Short.1.jpeg?auto=compress,format","size":"949630","height":"1944","width":"2115"},"description1":[{"type":"paragraph","text":"Amy Short is the principal of Golden Visa Capital, LLC.\u00a0\nGolden Visa Capital, LLC sources and presents opportunities for investors foreign to Portugal to place themselves and their families on the path to a border-free future with EU citizenship by way of Portugal\u2019s Golden Visa residency-by-investment program.\u00a0Golden Visa-qualifying investments include opportunities in the cultural sector as well as in venture and real estate funds.","spans":[]},{"type":"paragraph","text":"Prior to Golden Visa Capital, Ms. Short provided consulting and coaching to SMBEs in operations, strategy, and innovative capital raising. Before that, Ms. Short founded, led, grew, and exited NYC Social, a pro-social start-up based in New York City. ","spans":[]},{"type":"paragraph","text":"Ms. Short holds a BA in Communication Studies from Towson University, is active in the area of inclusive investment education, and divides her time between Lisbon, Portugal, and the USA.","spans":[]},{"type":"paragraph","text":"Ms. Short currently holds Series 7 and 63 registrations with FINRA.\u00a0\u00a0","spans":[]}]}],"affiliate":[{"category":"real-estate"}]}},{"id":"Y7ffpRIAAKaqsr3-","uid":"matt-karnes","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y7ffpRIAAKaqsr3-%22%29+%5D%5D","tags":[],"first_publication_date":"2023-01-17T16:36:22+0000","last_publication_date":"2023-01-31T08:46:42+0000","slugs":["greenwave-capital-partners-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"GreenWave-Capital-Partners-Logo-Small.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/526d214c-ee6b-4562-9460-a7999f89eeb0_GreenWave-Capital-Partners-Logo-Small.jpg?auto=compress,format","size":"36017","height":"154","width":"541"},"name":[{"type":"paragraph","text":"GreenWave Capital Partners, LLC","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit, Real Estate, Venture Capital, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Matt Karnes","spans":[]}],"tag":[{"type":"paragraph","text":"Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/matt-karnes-cpa-13653b7\/","spans":[]}],"photo":{"link_type":"Media","name":"GreenWave_Matt.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/a29053f6-0d94-4a09-9b95-691b66978e5c_GreenWave_Matt.jpg?auto=compress,format","size":"48054","height":"750","width":"600"},"description1":[{"type":"paragraph","text":"Mr. Matthew (Matt) Karnes is the Founder of\u00a0GreenWave\u00a0Capital Partners LLC.","spans":[]},{"type":"paragraph","text":"\u00a0In 2014, Mr. Karnes founded GreenWave Advisors LLC,\u00a0 to provide independent, institutional quality financial research and analysis,\u00a0 due diligence and other consulting services specific to the cannabis sector.\u00a0 Mr. Karnes worked in equity research focusing on the Radio Broadcasting and Cable Television industries for First Union Securities,\u00a0 covered Satellite Communication at SG Cowen and, in addition, worked with the top ranked Consumer Internet analyst at Bear Stearns & Co. 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He has been an active member of executive and investment committees, sourcing and allocating capital to internal principal investment strategies and to external managers. He is driven by creative, client-centric, complex problem-solving, drawing on prior experiences in commercial banking, investment banking, principal investing and consultative selling. John is a frequent speaker on the international conference circuit and a contributing author to various industry publications.","spans":[]},{"type":"paragraph","text":"Mr. Pagli has worked with several industry leading firms in capital markets and investment banking, hedge funds and private markets. He began his career in specialized lending with National Westminster Bank, after completing the bank\u2019s credit training program at the top of his class, and then joined Union Bank of Switzerland to co-found and co-manage the North American project finance group, with aggregate transaction values in excess of $1 billion. 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Following Jefferies, Mr. Maly was a Managing Director at Global Hunter Securities and its successor company Seaport Global Securities.\u00a0\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Maly received a BA degree in Economics from the University of California, Davis, and an MBA from the Wharton School of the University of Pennsylvania.\u00a0\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Maly currently splits his time between Northern California and New Orleans.\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Maly holds Series 7, 24, and 63 registrations with FINRA.\u00a0","spans":[{"start":55,"end":61,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/finra.org"}}]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-equity"},{"category":"private-credit"},{"category":"infrastructure"},{"category":"venture-capital"},{"category":"real-estate"}]}},{"id":"YY1BghEAACAAGDpa","uid":"kayak-kapital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1BghEAACAAGDpa%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:15:01+0000","last_publication_date":"2022-09-15T12:57:30+0000","slugs":["kayak-kapital-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"KayakKapita_logo2.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/db0bb63e-a0f0-490f-95de-daae94b89e91_KayakKapita_logo2.jpg?auto=compress,format","size":"4174","height":"57","width":"150"},"name":[{"type":"paragraph","text":"Kayak Kapital, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Milford, CT","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Equity and Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Stephen Bookbinder","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/sbookbinder\/","spans":[]}],"photo":{"link_type":"Media","name":"Stephen.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/d601fc99-acbd-4dbc-a18d-75a75123f3b9_Stephen.jpeg?auto=compress,format","size":"196972","height":"800","width":"800"},"description1":[{"type":"paragraph","text":"Stephen Bookbinder is the Managing Partner and Founder of Kayak Kapital, LLC. 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","spans":[]},{"type":"paragraph","text":"Mr. Donovan currently holds Series 7 and 63 registrations with FINRA.","spans":[{"start":63,"end":69,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"hedge-funds"}]}},{"id":"Y2OjLREAAC4AblRL","uid":"matinecock-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y2OjLREAAC4AblRL%22%29+%5D%5D","tags":[],"first_publication_date":"2023-02-23T18:41:06+0000","last_publication_date":"2023-02-23T18:43:35+0000","slugs":["matinecock-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Matinecock Capital.jfif","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/c8706f59-2870-47a3-b7e8-a01ef45ce361_Matinecock+Capital.jfif?auto=compress,format","size":"8263","height":"200","width":"200"},"name":[{"type":"paragraph","text":"Matinecock Capital, LLC","spans":[]}],"location":[{"type":"paragraph","text":"New york, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge fund, Private Equity, Private Credit, Venture capital, Infrastructure fund, Real estate fund, Direct Deal ","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Kristian Narvesen Nammack","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Member","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/narvnamm\/","spans":[]}],"photo":{"link_type":"Media","name":"KNN Headshot 2.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/20fb9e68-82fd-4c17-bb38-74a3fd6d6c57_KNN+Headshot+2.jpg?auto=compress,format","size":"195879","height":"944","width":"951"},"description1":[{"type":"paragraph","text":"Mr. Kristian Nammack is the Founder and Managing Partner of Matinecock Capital LLC.\u00a0","spans":[]},{"type":"paragraph","text":"Matinecock Capital LLC is a capital introduction business focused on matching returns-first impact investors with leading private funds across various impact themes (climate, renewable energy, gender lens, racial equity, economic advancement) and asset classes (seed, VC, private equity, real estate, infrastructure, private debt\/credit).","spans":[]},{"type":"paragraph","text":"Prior to this, Mr. Nammack has worked on both the investment manager side - Sanford C. 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This firm was sold to Clarkson PLC and renamed Clarkson Platou Securities.","spans":[]},{"type":"paragraph","text":"Prior to RS Platou Markets, Mr. Johan was an Investment Banking Analyst and Associate at Jefferies & Co. where he worked on the origination and execution of high yield bond and private equity placements and advisory assignments focusing on shipping and agricultural commodity transactions. Mr. Johan worked from both the New York and Singapore offices.","spans":[]},{"type":"paragraph","text":"Mr. Johan has focused on structures including Project bonds (IG\/sub-IG), Senior debt, Sale-leasebacks, Mezzanine, and Private Equity. He has also focused on issuers which are privately held corporates that typically are non-US domiciled.","spans":[]},{"type":"paragraph","text":"Mr. Johan received his BA from the University of California, Berkeley. Mr. Johan holds the Series 7, 24, 55, 63, and 79 registrations with FINRA. ","spans":[{"start":139,"end":144,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]},{"type":"paragraph","text":"Mr. Johan lives in East Hampton, NY.","spans":[]}]}],"affiliate":[{"category":"private-equity"},{"category":"infrastructure"}]}},{"id":"Y_ePyRIAACkA-PwS","uid":"morewood-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y_ePyRIAACkA-PwS%22%29+%5D%5D","tags":[],"first_publication_date":"2023-02-27T21:30:10+0000","last_publication_date":"2023-02-27T21:30:10+0000","slugs":["morewood-capital","morewood-funding"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Morewood capital.jfif","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/9e2635f2-42b9-4be5-8465-3978e5cde085_Morewood+capital.jfif?auto=compress,format","size":"6993","height":"200","width":"200"},"name":[{"type":"paragraph","text":"Morewood Capital","spans":[]}],"location":[{"type":"paragraph","text":"Port Washington, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit, Real Estate, Venture Capital","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/www.morewoodfunding.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Howard Abrahams","spans":[]}],"tag":[{"type":"paragraph","text":"Founder and President","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/howardabrahams\/","spans":[]}],"photo":{"link_type":"Media","name":"Howard Abrahams.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/314cf027-c2cc-4ce7-a4b5-ab9623356c50_Howard+Abrahams.jpg?auto=compress,format","size":"27629","height":"600","width":"400"},"description1":[{"type":"paragraph","text":"Howard Abrahams is the Founder and President of Morewood Capital, LLC and Morewood Funding, LLC. 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","spans":[]},{"type":"paragraph","text":"Originally from Oxford, UK, Mr. Tilleard moved to Brazil in 2013 to lead LATAM institutional sales for City Credit Capital, a London-based brokerage firm.","spans":[]},{"type":"paragraph","text":"Mr. Tilleard currently splits his time between Sao Paulo and New York.","spans":[]},{"type":"paragraph","text":"Mr. Tilleard currently holds Series 7 & 63 registrations with FINRA.","spans":[{"start":62,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"finra.org"}}]}]}],"affiliate":[{"category":"private-equity"},{"category":"private-credit"},{"category":"venture-capital"},{"category":"infrastructure"}]}},{"id":"YZ0HvRUAACQAqwTU","uid":"paddington-stone-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YZ0HvRUAACQAqwTU%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-23T15:24:53+0000","last_publication_date":"2022-09-19T13:28:21+0000","slugs":["paddington-stone-capital","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"paddingtonstone_logo2.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/e1fa10b5-a20d-4861-928a-f4a336bc2b29_paddingtonstone_logo2.jpeg?auto=compress,format","size":"29213","height":"236","width":"448"},"name":[{"type":"paragraph","text":"Paddington Stone Capital","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Equity, Real Estate","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Adam Kessner","spans":[]}],"tag":[{"type":"paragraph","text":"Principal & Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/adam-kessner-1b41709\/","spans":[]}],"photo":{"link_type":"Media","name":"Adam.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/769ca249-47a0-40e6-9851-44881966464c_Adam.jpeg?auto=compress,format","size":"20025","height":"394","width":"394"},"description1":[{"type":"paragraph","text":"Mr. Adam Kessner is the Principal and Founder of Paddington Stone Capital. Mr. Kessner leads Paddington Stone Capital\u2019s investment marketing efforts on behalf of proven managers specializing in real estate. Prior to launching Paddington Stone, Mr. Kessner served as the Chief Executive Officer of multiple real estate brokerage firms he founded including Vertical City Realty in New York City, Paddington Stone Realty in Westchester County, NY and Fairfield County, CT, which focused on residential leasing and sales, as well as Paddington Stone Commercial Strategies in Westchester County, which focused on commercial real estate.","spans":[]},{"type":"paragraph","text":"The Kessner family is a significant player in New York City real estate, operating under the K5 Equities umbrella. Early exposure to the complexities of New York City real estate provided Mr. Kessner with unique and valuable insights.","spans":[]},{"type":"paragraph","text":"Mr. Kessner graduated from the University of Rhode Island with a B.S. in Finance. Mr. Kessner earned his Master\u2019s Degree in Business from San Diego State University with a concentration in Entrepreneurship. Mr. Kessner serves on the Board of Directors for Steve's Camp at Horizon Farms, a non-profit organization founded by the Kessner family in 2009 dedicated to providing a unique experience to underserved New York City teens.","spans":[]},{"type":"paragraph","text":"Mr. Kessner currently holds the Series 7 and 63 registrations with FINRA.","spans":[{"start":67,"end":72,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/"}}]}]}],"affiliate":[{"category":"real-estate"}]}},{"id":"YY1FPREAACAAGE4T","uid":"park-lane","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1FPREAACAAGE4T%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:30:56+0000","last_publication_date":"2023-01-23T13:08:04+0000","slugs":["park-lane","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Park-Lane-logo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/89c1e9ba-da5b-45ab-92d2-54a70da678ae_Park-Lane-logo.jpg?auto=compress,format","size":"7313","height":"32","width":"150"},"name":[{"type":"paragraph","text":"Park Lane","spans":[]}],"location":[{"type":"paragraph","text":"Santa Monica, CA","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Sports\/ Media\/ Entertainment Direct Deals & Real Estate","spans":[]}],"website":[{"type":"paragraph","text":"www.prkln.com","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Andrew Kline","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/andrewkline\/","spans":[]}],"photo":{"link_type":"Media","name":"andrew.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/53bb125e-dbaf-4e90-9e03-f1f52437d6d5_andrew.jpeg?auto=compress,format","size":"97843","height":"800","width":"800"},"description1":[{"type":"paragraph","text":"Mr. Andrew Kline is the Founder and Managing Director at Park Lane. Park Lane was founded in 2005 to facilitate the purchase and sales of professional sports teams as well as the financing of early and late-stage sports-based businesses.","spans":[]},{"type":"paragraph","text":"Mr. Kline brings a broad background of professional sports experience, investment banking expertise, and industry knowledge to Park Lane. He has advised on M&A transactions in all the major sports and he has also been instrumental in obtaining financing for many early-stage sports-based businesses.","spans":[]},{"type":"paragraph","text":"Mr. Kline is currently a member of the Stanford Executive Circle, Young Presidents Organization (YPO), the Association of Corporate Growth, the NFLPA, and the NFL Retired Players Association. In 2013, at the age of 36, Mr. Kline was named to The M&A Advisor\u2019s 40 Under 40 list. Mr. Kline was also named to SportsBusiness Journal\u2019s 2016 Power Players List in the Advisory category and Los Angeles Business Journal\u2019s 2017 edition of The Money Book celebrating the most influential people in Los Angeles finance.","spans":[]},{"type":"paragraph","text":"Prior to founding Park Lane, Mr. Kline was drafted by the NFL World Champion St. Louis Rams, for whom he played center and quick guard. After retiring from the NFL, Mr. Kline became an active investor in the San Diego and Arizona real estate markets and brought sizable returns to investors in his fund. Mr. Kline also founded The Australian Surf Academy (sold to Surf Diva in 2004) and The Athletes Agency (sold 49% in 2005). Kline also served as the Chairman of the Athletes for Rudy Giuliani Coalition during Giuliani\u2019s bid for the presidency. He serves on the Board of Directors of the Navy SEAL Family Foundation and is very active in fundraising efforts for Special Forces and Special Operations Forces.","spans":[]},{"type":"paragraph","text":"Mr. Kline attended San Diego State University, where he majored in Psychology, and the Business Management & Entrepreneurship Program at the Stanford Graduate School of Business. ","spans":[]},{"type":"paragraph","text":"Mr. Kline currently holds Series 7 and 63 registrations with FINRA.","spans":[{"start":61,"end":66,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org"}}]}]},{"name1":[{"type":"paragraph","text":"Sean Clemens","spans":[]}],"tag":[{"type":"paragraph","text":"Senior Vice President & Principal","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/sean-clemens-28610020\/","spans":[]}],"photo":{"link_type":"Media","name":"sean.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/f50beaa1-bd3d-4129-b3dc-55b75300fe05_sean.jpeg?auto=compress,format","size":"42608","height":"450","width":"450"},"description1":[{"type":"paragraph","text":"Mr. Sean Clemens is a Senior Vice President and Principal at Park Lane.","spans":[]},{"type":"paragraph","text":"Mr. Clemens joined Park Lane in 2009 and plays a principal role in the firm\u2019s financial analysis, due diligence, document preparation, and research. He is an active participant on the firm\u2019s deal review team, evaluating potential engagements including capital raising transactions, mergers and acquisitions, and restructurings. He has worked on transactions across all major American sports leagues, minor leagues, European soccer, and spanning a wide range of sports-based businesses.","spans":[]},{"type":"paragraph","text":"Mr. Clemens is a key contributor to Park Lane\u2019s valuation practice and liaises with the firm\u2019s broker dealer to manage compliance efforts. He has authored several SportsBusiness Journal articles and sports industry white papers on behalf of Park Lane.","spans":[]},{"type":"paragraph","text":"Mr. Clemens is a graduate of Cornell University, where he earned a B.A. in Economics and Spanish. He also studied in Spain at the University of Seville. ","spans":[]},{"type":"paragraph","text":"Mr. Clemens currently holds the Series 7, 62, 63, and 79 registrations with\u00a0FINRA.","spans":[{"start":76,"end":81,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org"}}]}]},{"name1":[{"type":"paragraph","text":"Edwin E. Draughan","spans":[]}],"tag":[{"type":"paragraph","text":"Investment Banking Associate","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/edwindraughan\/","spans":[]}],"photo":{"link_type":"Media","name":"ParkLane.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/732c3629-4e8c-4668-b470-ea7d8752800f_ParkLane.jpeg?auto=compress,format","size":"30436","height":"300","width":"300"},"description1":[{"type":"paragraph","text":"Mr. Edwin E. Draughan is an Investment Banking Associate at Park Lane.","spans":[]},{"type":"paragraph","text":"Edwin has been a member of Park Lane since 2018 and is actively involved across all of the firm\u2019s services. Mr. Draughan\u2019s responsibilities include reviewing prospective incoming deals, managing client and investor relations, conducting due diligence, and assisting in the preparation of our client\u2019s marketing and financial material. Since his arrival, Mr. Draughan has been a key contributor in originating and closing deals in the Sports M&A, Capital Group and Franchise Valuations verticals.","spans":[]},{"type":"paragraph","text":"Prior to Park Lane, Mr. Draughan was a professional basketball player in Europe. During his 10-year career, Mr. Draughan competed and won championships in countries such as Switzerland, France, and Hungary. Toward the end of his professional basketball career, he founded the private wealth management\/financial planning firm, Diesel Financial, where he helped professional athletes build a strong financial future. During that time, he earned his C.F.P. (Certificate of Financial Planning) and E.A. (Enrolled Agent) distinction.","spans":[]},{"type":"paragraph","text":"Mr. Draughan earned his undergraduate degree at Yale University and he earned a M.B.A. from the Marshall School of Business at University of Southern California. ","spans":[]},{"type":"paragraph","text":"Mr Draughan currently holds the Series 63, 79 and 82 registrations with FINRA.","spans":[{"start":72,"end":77,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org"}}]}]},{"name1":[{"type":"paragraph","text":"David Hartzell","spans":[]}],"tag":[{"type":"paragraph","text":"Senior Analyst","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/hartzell3\/","spans":[]}],"photo":{"link_type":"Media","name":"David.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/fd393914-28af-4b17-a2e7-6fff020afcf8_David.jpeg?auto=compress,format","size":"20208","height":"314","width":"314"},"description1":[{"type":"paragraph","text":"Mr. David Hartzell is a Senior Analyst for Park Lane Investment Bank. His primary role is to effect securities transactions, namely within the primary and secondary markets. Mr. Hartzell is focused on facilitating transactions in later stage, illiquid stock in private companies.","spans":[]},{"type":"paragraph","text":"Prior to Park Lane, Mr. Hartzell was enlisted in the United States Navy. Mr. Hartzell earned his BS in International Business at SUNY Buffalo. He currently resides in Southern California. ","spans":[]},{"type":"paragraph","text":"Mr. Hartzell currently holds Series 7 and 63 registrations with FINRA.","spans":[{"start":64,"end":69,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org"}}]}]},{"name1":[{"type":"paragraph","text":"Bianca Medici","spans":[]}],"tag":[{"type":"paragraph","text":"Controller, Principal","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/bianca-medici-ab501b35\/","spans":[]}],"photo":{"link_type":"Media","name":"bianca.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/3a10a983-215e-4933-9367-23a297c4fae9_bianca.jpg?auto=compress,format","size":"15056","height":"248","width":"248"},"description1":[{"type":"paragraph","text":"Bianca Medici is the Controller and a Principal at Park Lane.\u00a0","spans":[]},{"type":"paragraph","text":"Ms.\u00a0Medici serves as Park Lane\u2019s Controller and is responsible for supporting the accounting and cash management activities of Park Lane, the proprietary Fund, and the portfolio companies. Medici has over 20 years of experience in accounting and finance.\u00a0","spans":[]},{"type":"paragraph","text":"Prior to her role at Park Lane,\u00a0Ms.\u00a0Medici served as\u00a0an\u00a0accountant to Rogers Foam Corporation, Accounts Payable Clerk at Beacon, and accounting manager at\u00a0ThinkBox\u00a0Inc.\u00a0","spans":[]},{"type":"paragraph","text":"Ms.\u00a0Medici\u00a0earned a B.A.\u00a0in\u00a0Mathematics from Wellesley College where she graduated with distinction.\u00a0Ms.\u00a0Medici also attended Harvard University and UCLA where she completed her accounting program.\u00a0\u00a0\u00a0","spans":[]}]},{"name1":[{"type":"paragraph","text":"Darren Siegrist","spans":[]}],"tag":[{"type":"paragraph","text":"Private Wealth Advisor","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/darrensiegrist\/","spans":[]}],"photo":{"link_type":"Media","name":"Park Lane-Darren Siegrist.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/54f0cca2-3417-462d-9f33-5182ba43eece_Park+Lane-Darren+Siegrist.jpg?auto=compress,format","size":"8074608","height":"3573","width":"5359"},"description1":[{"type":"paragraph","text":"Mr. Darren Siegrist is the Private Wealth Advisor with Park Lane. ","spans":[]},{"type":"paragraph","text":"Mr. Siegrist has over 25 years of professional experience in the Financial Services industry with a proven record of being a top-ranked Account Executive, Business Development Officer, Sales Director, and Private Wealth Advisor. He has in-depth experience in a broad range of financial matters that impact businesses and business owners. Moreover, he uses his extensive business network to help his clients expand their business through new introductions that will add real value to their needs. Helping others accelerate their business goals by making key introductions to others that will make an impact on their overall growth and development.","spans":[]},{"type":"paragraph","text":"Earlier, Mr. Siegrist has worked with Rockefeller Capital Management as Vice president of Private wealth advisor. Previous to that, with Merrill Lynch Wealth Management as Financial Advisor, Assistant Vice President. Mr. Siegrist also worked with PNC Bank, EverBank, Union Bank, and many more in his previous days of career. ","spans":[]},{"type":"paragraph","text":"Mr. Siegrist likes to spare time, spinning laps at the Motocross track onboard on his KTM 450, or riding his E-MTB in Laguna Canyon.","spans":[]},{"type":"paragraph","text":"Mr. Siegrist has done his formal education with Bachelor\u2019s degree in Accounting and Finance from Michigan State University \u2013 Eli Broad College of Business and an MBA in Business\/Managerial Economics from The Marshall School of Business - University of Southern California.","spans":[]},{"type":"paragraph","text":"Mr. Siegrist currently holds Series 7 and 66 registrations with FINRA.","spans":[{"start":64,"end":69,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"real-estate"},{"category":"hedge-funds"}]}},{"id":"YY1FjxEAACAAGE-b","uid":"qmc-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1FjxEAACAAGE-b%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:32:18+0000","last_publication_date":"2022-09-19T15:06:06+0000","slugs":["qmc-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"QMC_logo2.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/5f127c76-1113-40a7-a554-0e52d7418a87_QMC_logo2.jpg?auto=compress,format","size":"11410","height":"89","width":"150"},"name":[{"type":"paragraph","text":"QMC, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Phoenix, AZ","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Emerging hedge fund managers and opportunistic in looking at litigation finance strategies","spans":[]}],"website":[{"type":"paragraph","text":"http:\/\/www.qmcllc.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Marc Rosenberg","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/marc-j-rosenberg-0743621\/","spans":[]}],"photo":{"link_type":"Media","name":"QMC.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/35d5372c-98dc-425e-aca2-419ea8311317_QMC.jpeg?auto=compress,format","size":"30647","height":"450","width":"450"},"description1":[{"type":"paragraph","text":"Mr. Marc Rosenberg is the Founder and Managing Partner of Quality Manager Consultants, LLC (QMC, LLC), a firm focused on capital placement through the selection and introduction of high quality alternative investment managers to his universe of investor relationships which is comprised largely of family offices that Mr. Rosenberg has cultivated over decades.\u00a0 For the past 15 years, he has been committed to building his business through QMC, LLC and has raised a significant amount of capital across a wide variety of hedge fund managers and strategies.","spans":[]},{"type":"paragraph","text":"Mr. Rosenberg began his career in finance in the early 80s and then began working for Bear Stearns & Co. in San Francisco where he was primarily advising high-net-worth families regarding hedge fund investments.\u00a0 Prior to Bear Stearns, He also worked in similar capacities at Lehman Brothers, Inc. and Sutro & Co. Inc., as well as CIBC World Markets Corp.","spans":[]},{"type":"paragraph","text":"Mr. Rosenberg has been recognized for his hedge fund expertise and was interviewed by the Senior Lawyers Division of the American Bar Association in their National Quarterly Magazine, \u201cVoice of Experience\u201d, on how to hire a money manager.\u00a0 He has been a featured speaker and panelist at industry investment conferences including Institutional Investor, Opal, and IMN.\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Rosenberg graduated magna cum laude from the University of Michigan, and received his Juris Doctorate from the New School of Law.","spans":[{"start":24,"end":39,"type":"em"}]},{"type":"paragraph","text":"Mr. Rosenberg currently holds the Series 7 & Series 63 registrations with FINRA.","spans":[{"start":74,"end":80,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org"}}]}]},{"name1":[{"type":"paragraph","text":"Mary Banchero","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner","spans":[]}],"linkedin":[],"photo":{"link_type":"Media","name":"Mary-Banchero-Headshot-BW.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/d3139b0d-68b9-4711-a896-f667306e58aa_Mary-Banchero-Headshot-BW.jpg?auto=compress,format","size":"112333","height":"716","width":"834"},"description1":[{"type":"paragraph","text":"Ms. Mary Banchero is Managing Director with Quality Manager Consultants, LLC (QMC). She works with Marc Rosenberg, the founder of QMC, focusing on introducing high quality alternative investment managers to family offices and high-net-worth individuals. Prior to joining QMC, Mary was an attorney practicing in San Francisco, California.","spans":[]},{"type":"paragraph","text":"She received a Bachelor of Arts degree in philosophy from Princeton University, and graduated magna cum laude from Hastings College of the Law.","spans":[]},{"type":"paragraph","text":"Ms. Banchero currently holds the Series 7 & 63 registrations with FINRA","spans":[{"start":66,"end":71,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"hedge-funds"}]}},{"id":"Y_0m8RIAAC8AEU5_","uid":"ridge-beech","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y_0m8RIAAC8AEU5_%22%29+%5D%5D","tags":[],"first_publication_date":"2023-02-28T12:38:29+0000","last_publication_date":"2023-02-28T12:38:29+0000","slugs":["ridge-beech"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Ridge beech.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/5d961165-1d04-4175-88f5-14d172e629a5_Ridge+beech.png?auto=compress,format","size":"97206","height":"2250","width":"4000"},"name":[{"type":"paragraph","text":"Ridge Beech","spans":[]}],"location":[{"type":"paragraph","text":"Springfield, NJ","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Fund, Private Equity, Venture Capital, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Saul Felman","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Member","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/saul-felman-838453\/","spans":[]}],"photo":{"link_type":"Media","name":"Ridge Beech - Saul.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/87dd9911-4caa-4152-8212-ee28be9c10be_Ridge+Beech+-+Saul.jpg?auto=compress,format","size":"488154","height":"2439","width":"1620"},"description1":[{"type":"paragraph","text":"Mr. Saul Felman is the managing partner of Ridge Beech, LLC. 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Prior to Telemark Group, Mr. Felman was a market-maker of equity options on the American Stock Exchange and of commodity options on the New York Board of Trade. ","spans":[]},{"type":"paragraph","text":"Mr. Felman received a BA from Yeshiva College and an MBA from New York University. ","spans":[]},{"type":"paragraph","text":"Mr. Felman currently holds the Series 3, 7, and 63 registrations with FINRA.","spans":[{"start":70,"end":76,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org"}}]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"venture-capital"},{"category":"private-equity"}]}},{"id":"YY1GPhEAACIAGFME","uid":"sandcap-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1GPhEAACIAGFME%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:35:14+0000","last_publication_date":"2022-09-19T15:10:26+0000","slugs":["sandcap-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Sandcap_logo2.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/6ac2e861-0619-4d42-99d5-5b7968f8b0f7_Sandcap_logo2.jpg?auto=compress,format","size":"6946","height":"32","width":"150"},"name":[{"type":"paragraph","text":"SandCap, LLC","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Real Estate, Private Equity","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Jason Sander","spans":[]}],"tag":[{"type":"paragraph","text":"Founding Principal","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/jason-sander-81458155","spans":[]}],"photo":{"link_type":"Media","name":"Jason Sander.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/430f6d8f-2f8d-401c-9eee-48e9567c4a57_Jason+Sander.jpeg?auto=compress,format","size":"11356","height":"234","width":"234"},"description1":[{"type":"paragraph","text":"Mr. Jason Sander is the Founding Principal of SandCap, LLC.\u00a0 Mr. Sander leads SandCap\u2019s capital raising efforts which are focused on compelling investment opportunities within the real estate universe.","spans":[]},{"type":"paragraph","text":"Prior to launching SandCap, LLC, Mr. Sander was a Managing Director of New Business Development for MHP Real Estate Capital, LLC where he was responsible for raising capital for MHP investment\u00a0opportunities.\u00a0 Prior to MHP, Mr. Sander worked on capital and deal sourcing assignments for several of the largest New York City based real estate private equity companies and real estate families.\u00a0 Mr. Sander was previously VP, Capital Raising for Thor Equities, where he sourced the single largest equity capital commitment in Thor\u2019s history, and worked on sourcing all of Thor\u2019s direct deal equity capital\u00a0in\u00a0the U.S., Europe and Mexico.","spans":[]},{"type":"paragraph","text":"Prior to Thor Equities, Mr. Sander was a Principal at Mercury Capital Advisors, the former Merrill Lynch Private Funds Group.\u00a0 Mr. Sander also worked for John A. Catsimatidis (Forbes 400), Chairman of the Red Apple Group and United Refining, where he was in charge of deal sourcing for URX.","spans":[]},{"type":"paragraph","text":"Mr. Sander began his real estate career as VP, Emigrant Bank, the largest privately owned bank in the U.S., owned by The Milstein Family (Forbes 400).\u00a0 Mr. Sander was the top producing real estate underwriter during his 4 years at Emigrant Bank.\u00a0 Prior to Emigrant Bank, Mr. Sander worked for Merrill Lynch within their International Emerging Markets Group and within the Bear Stearns Global High Yield Group.","spans":[]},{"type":"paragraph","text":"Mr. Sander earned a Master\u2019s Degree in Public Policy from Columbia University\u2019s School of International and Public Affairs (SIPA).\u00a0 Additionally, Mr. Sander completed his advanced real estate studies at Columbia Business School, where he remains active in the alumni community.\u00a0 Mr. Sander also holds a B.A. in Political Science from Tufts University where he received the John S. Gibson International Relations Award.\u00a0 Currently, Mr. Sander holds the Series 7 & 63 registrations with\u00a0FINRA.","spans":[{"start":485,"end":490,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/FINRA.org","target":"_blank"}}]}]}],"affiliate":[{"category":"real-estate"}]}},{"id":"YZ0IAhUAACMAqwYd","uid":"saranac-lake-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YZ0IAhUAACMAqwYd%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-23T15:25:58+0000","last_publication_date":"2022-12-13T14:15:54+0000","slugs":["saranac-lake-capital-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Saranac Lake Capital LLC.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/508829bb-e04a-462d-89a6-81fd93ab6798_Saranac+Lake+Capital+LLC.jpg?auto=compress,format","size":"6784","height":"200","width":"200"},"name":[{"type":"paragraph","text":"Saranac Lake Capital, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Atlanta, GA","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Emerging Hedge Funds focusing on niche and short alpha strategies","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Sean Donohue, CAIA","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Member","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/seanddonohue\/","spans":[]}],"photo":{"link_type":"Media","name":"Sean.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/e78cc6c3-2255-4979-ae92-0e7b754efe74_Sean.jpeg?auto=compress,format","size":"14539","height":"300","width":"300"},"description1":[{"type":"paragraph","text":"Mr. Donohue is the Founder and Managing Member of Saranac Lake Capital, LLC. 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Walworth Group raises capital and advises on mergers and acquisitions. As an entrepreneur, Mr. Radov has raised money from private investors, venture capital funds, private equity funds, and public investors.","spans":[]},{"type":"paragraph","text":"As a fund manager and advisor, Mr. Radov has raised capital from high-net-worth individuals, institutional investors, and public offerings. Mr. Radov has managed funds with over $1.5 billion of AUM. In addition to his capital raising activities, Mr. Radov has been an advisor or Board member to companies ranging from biotech startups to an Israeli technology incubator. He has been the COO of two groups of hedge funds. He also was a Founder-in-Residence at a venture capital fund backed by Canaan Partners, Rho Management, and Sevin Rosen Funds.","spans":[]},{"type":"paragraph","text":"Mr. Radov was a founding investor in an educational technology company that was sold to Houghton-Mifflin. Mr. Radov was CEO and Co-Founder of VocaLoca, Inc., an innovator in consumer-generated audio content on the Internet. Mr. Radov was a founding executive of About, Inc. and was its EVP of Business Development and CFO from its inception until it became the 6th busiest Internet property and completed its initial public offering in 1999. About merged with Primedia (NASDAQ: PRM), was acquired by The New York Times Company (NYSE: NYT), and now is owned by IAC (NASDAQ: IAC) and rebranded as Dotdash.","spans":[]},{"type":"paragraph","text":"Mr. Radov was previously a Director at Prodigy Systems Company, a joint venture of IBM and Sears. Mr. Radov was a principal in the management of a series of public limited partnerships that invested over $800 million in the production and in distribution of more than 130 major motion pictures. Those public offerings were distributed through Merrill Lynch, PaineWebber, and Smith Barney, had over 35,000 investors, and funded films distributed by Sony\u2019s Columbia Pictures and TriStar Pictures. Mr. Radov previously held positions at Rainbow Programming, a joint venture among Cablevision Systems Corporation, Cox Broadcasting, and Daniels & Associates Mr. Radov also was a director at Winklevoss & Associates. ","spans":[]},{"type":"paragraph","text":"Mr. Radov earned an M.B.A. from The Wharton School of the University of Pennsylvania and holds a B.A. degree from Cornell University.","spans":[]},{"type":"paragraph","text":"Mr. Radov currently holds Series 63 and 82 registrations with\u00a0FINRA.","spans":[{"start":62,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"hedge-funds"}]}},{"id":"YY1HrBEAACMAGFmr","uid":"willet-irving","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZBAknBIAAC4ATGro&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1HrBEAACMAGFmr%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:41:19+0000","last_publication_date":"2022-10-04T08:48:26+0000","slugs":["willet-irving","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"willet irving logo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/8fc75a8f-3d4c-4055-a353-bfdd3218e598_willet+irving+logo.jpg?auto=compress,format","size":"8735","height":"45","width":"150"},"name":[{"type":"paragraph","text":"Willet Irving","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Equity, Private Credit, Real Estate, Hedge Funds, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Jesse Schraft, CAIA","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Member","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/jesseschraft\/","spans":[]}],"photo":{"link_type":"Media","name":"Willet.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/da54d877-7b6f-42f9-9e56-b8c2cc43e9b2_Willet.jpeg?auto=compress,format","size":"18654","height":"345","width":"345"},"description1":[{"type":"paragraph","text":"Mr. Jesse Schraft founded Willet Irving, LLC in 2012 to identify alternative investment opportunities on behalf of institutional and family office investment professionals. Mr. Schraft\u2019s primary capacity at Willet Irving is dedicated to originating and introducing quality alternative investment strategies to qualified investors through an approach focused on strategic asset allocation and cross-asset portfolio positioning. Mr. Schraft\u2019s dedicated service to Willet Irving\u2019s clients offers nearly two decades of professional investment experience in the asset management and investment banking arenas.","spans":[]},{"type":"paragraph","text":"Mr. Schraft acquired a unique background in multi-asset coverage working for global banks such as Morgan Stanley, BBVA, Macquarie and Lehman Brothers serving capacities in investment analysis, risk management and structuring of optimized portfolio solutions for clients in the private banking, institutional asset management, fortune 500 and project finance sectors. Mr. Schraft maintains a strong reputation amongst the global investment industry as a professional who goes to great lengths to assure his clients' best interests are always upheld. Willet Irving Alternative Investment Advisors is independently owned and is dedicated to delivery of best-in-class investment solutions through an open architecture platform of portfolio solutions and advisory services.","spans":[]},{"type":"paragraph","text":"Mr. Schraft received a Bachelor of Science degree in accounting from Penn State University's Smeal College of Business. ","spans":[]},{"type":"paragraph","text":"Mr. Schraft is a Chartered Alternative Investment Analyst (CAIA\u2122) and holds the Series 7, and Series 63 registrations with FINRA.","spans":[{"start":123,"end":128,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"}]}}]

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