Your global
capital markets
FinTech platform

We cultivate a 3-way ecosystem for
Affiliate Partners Companies Investors Affiliate Partners Companies Investors to raise capital conduct secondaries execute M&A transactions raise capital execute M&A transactions conduct secondaries source, diligence, and invest
leveraging our infrastructure, NEXUS
technology and community.

Connect with Us

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

hedge funds

26 Managers

long-
only

long-only

5 Managers

public
companies

public companies

Coming soon

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

Coming soon

hedge funds

26 Managers

long-only

5 Managers

public companies

Coming soon

The Nexus
of Capital and
Opportunity™

Active

investment

opportunities

210+

Investors

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

Active

investment

opportunities

210+

+ MORE

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

MORE +

$8B+

Capital

raised

Companies

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

$8B+

Capital

raised

MORE +

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

LEARN MORE

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.

Brahm Pillai, Founder & Executive Officer of Pillai Capital, Joins Stonehaven’s Affiliate Platform

Jun 05, 2023

Matt Johns, Principal of HoneyHive Capital, Joins Stonehaven’s Affiliate Platform

May 08, 2023

Wharton FinTech Podcast: David Frank, Founder & CEO of Stonehaven - Creating the Nexus of Capital and Opportunity

Apr 27, 2023

M&A Talk Podcast: Digging Into the World of Fintech and Private Capital Markets

Apr 20, 2023

Jon Landry, Founder Partner of Wolf Harbor Capital, LLC, Joins Stonehaven’s Affiliate Platform

Apr 10, 2023

Sameer Khan, Managing Member of Slopeside Capital, LLC, Joins Stonehaven’s Affiliate Platform

Apr 04, 2023

Mark Sullivan and Vik Magdani Interview at the ACG NY 15th Annual Healthcare Conference | March 2023

Apr 03, 2023

Matt Mlinarich, Founder of MKAM, LLC, Joins Stonehaven’s Affiliate Platform

Mar 31, 2023

11:FS Fintech Insider Podcast: EP. 722-How do you choose the right investment path for your business?

Mar 28, 2023

Keith Danko, Founding Partner and Managing Member of Witherspoon Partners, Joins Stonehaven’s Affiliate Platform

LATEST NEWS

Jun 06, 2023

Brahm Pillai, Founder & Executive Officer of Pillai Capital, Joins Stonehaven’s Affiliate Platform
read more
Jun 05, 2023

Matt Johns, Principal of HoneyHive Capital, Joins Stonehaven’s Affiliate Platform
read more
May 08, 2023

Wharton FinTech Podcast: David Frank, Founder & CEO of Stonehaven - Creating the Nexus of Capital and Opportunity
read more

SEE ALL NEWS

[{"id":"YYpoHhMAACIAx1RG","uid":"360-one-firm","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YYpoHhMAACIAx1RG%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-09T12:22:57+0000","last_publication_date":"2022-08-29T10:09:01+0000","slugs":["360-one-firm","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"360OneFirm_logo-1.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/1493ffb3-bb1c-4618-8f53-7ea5d67e7d97_360OneFirm_logo-1.jpg?auto=compress,format","size":"9059","height":"100","width":"100"},"name":[{"type":"paragraph","text":"360 One Firm","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":"Mark Sanor","spans":[]}],"tag":[{"type":"paragraph","text":"CEO & Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/marksanor\/","spans":[]}],"photo":{"link_type":"Media","name":"Mark.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/8d26f2f4-f3b8-4b61-b093-5c151a496495_Mark.jpeg?auto=compress,format","size":"31771","height":"381","width":"381"},"description1":[{"type":"paragraph","text":"Mark Sanor is the CEO and Founder of 360 One Firm Capital, LLC. 360 One Firm Capital is a global platform by and for family offices, offering direct investing opportunities and partnerships with funds. 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=ZH7ejhYAAC8ACnH7&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=ZH7ejhYAAC8ACnH7&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. Mr. Lenz is also a Chartered Financial Analyst (CFA).","spans":[]},{"type":"paragraph","text":"Mr. Lenz and his wife Jennifer live near Salt Lake City, Utah where he enjoys skiing in the winter and mountain biking in the summer months.","spans":[]},{"type":"paragraph","text":"Mr. Lenz currently holds the Series 79, 7, and 63 registrations with FINRA.","spans":[{"start":69,"end":74,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]}]},{"name1":[{"type":"paragraph","text":"James Magowan","spans":[]}],"tag":[{"type":"paragraph","text":"Co-Founder and Chief Executive Officer","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/james-magowan-364441\/","spans":[]}],"photo":{"link_type":"Media","name":"Arboreal - James.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/012cf665-1bc8-4026-a7de-73f406102f0d_Arboreal+-+James.png?auto=compress,format","size":"252353","height":"500","width":"500"},"description1":[{"type":"paragraph","text":"Mr. James Magowan is a Co-Founder and Managing Director at Arboreal Capital. 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. He has co-organized the Investing in Deep Decarbonization Conferences since 2017 in San Francisco, New York, and Amsterdam. ","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=ZH7ejhYAAC8ACnH7&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=ZH7ejhYAAC8ACnH7&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=ZH7ejhYAAC8ACnH7&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=ZH7ejhYAAC8ACnH7&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=ZH7ejhYAAC8ACnH7&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":"YYUgohEAACUANBlL","uid":"cca-global-capital-group","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&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=ZH7ejhYAAC8ACnH7&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":"ZCLvtBEAAC8ACIH5","uid":"catch-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZCLvtBEAAC8ACIH5%22%29+%5D%5D","tags":[],"first_publication_date":"2023-03-28T13:50:46+0000","last_publication_date":"2023-04-20T15:27:00+0000","slugs":["catch-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Catch Capital.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/910a6af8-49d4-4bb6-9c8d-59faf320c0de_Catch+Capital.png?auto=compress,format","size":"16512","height":"286","width":"665"},"name":[{"type":"paragraph","text":"Catch Capital LLC","spans":[]}],"location":[{"type":"paragraph","text":"San Diego, CA","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit, Real Estate, Infrastructure funds, Venture Capital, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Christopher J Calvert","spans":[]}],"tag":[{"type":"paragraph","text":"CEO and Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/ccalsd\/","spans":[]}],"photo":{"link_type":"Media","name":"Christopher - Catch.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/22a0d5ed-39d6-45e2-b858-ddae846ea62d_Christopher+-+Catch.jpg?auto=compress,format","size":"280344","height":"700","width":"500"},"description1":[{"type":"paragraph","text":"Mr. Christopher Calvert is the CEO and Founder of Catch Capital, LLC.\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Catch Capital offers direct investment\u202fopportunities in growth stage\u202fUS and International companies as well as partnerships interests in Hedge Funds, Private Equity Funds, Private Credit Funds, and SMAs.\u00a0","spans":[]},{"type":"paragraph","text":"Prior to starting Catch Capital, Mr. Calvert\u202fhas over\u202f16 years of experience across equity capital markets, private equity, venture capital, and hedge funds. Throughout his career,\u202fMr. Calvert\u202fhas worked with leading financial institutions and investment boutiques across the United States. He has a vast array of skill sets in\u202fregulated markets\u202fand has been both\u202finvestor and advisor to companies\u202facross many stages, from ideation to late stage. Mr. Calvert\u2019s broad experience, ranging from investment sourcing to portfolio advisory and business development, has been invaluable in building successful investment portfolios and closing transactions. His expertise lies in direct, secondary, and fund investments.\u00a0\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Calvert earned a B.S. in Finance from San Diego State University and with a minor in Political Science.\u202f\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Calvert serves as a frequent public speaker on the Family Office circuits on the topics of alternative investments. \u202fHe resides in the Mt. Helix area of San Diego with his wife and three young children.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Calvert holds the Series 7, 24, 63, and 99 registrations with\u202fFINRA.\u00a0","spans":[{"start":66,"end":71,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/us-east-2.protection.sophos.com\/?d=finra.org&u=aHR0cDovL2ZpbnJhLm9yZy8=&p=m&i=NjE5ZDc2NDliM2ZjOGMwZTFjMTlhYjE1&t=NW94YnJQKzBjazdNeGROcXAzM1VQTHlkelp4eWxHVTUzR0tnVDB4dnNVND0=&h=53ae47ddb91b439d8a4bca2f13fd9b5f&s=AVNPUEhUT0NFTkNSWVBUSVZ3enla5FIfkyeyfIrZp1QIsvJQDTm-pgaOYGPcZta5Ug","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"infrastructure"},{"category":"hedge-funds"},{"category":"real-estate"}]}},{"id":"YbJHcBEAACAABTRq","uid":"cedar-ridge-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&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=ZH7ejhYAAC8ACnH7&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=ZH7ejhYAAC8ACnH7&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":"2023-03-30T17:42:35+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":"Charlottesville, VA","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. Mr. Woodard focuses his efforts on capital raising for alternative investment managers with niche and non-correlated strategies.","spans":[]},{"type":"paragraph","text":"Prior to launching CognitiveG Capital Partners, Mr. Woodard was a Managing Director at Riverside Management Group\/BCW Securities, a boutique merchant bank where he was responsible for deal sourcing, alternative investment manager research, and institutional capital formation. As a Managing Director, Mr. Woodard spearheaded engagements for venture capital, emerging hedge funds, technology, and real estate private equity managers. During his tenure at RMG, Mr. Woodard either advised or participated in approximately $250M of successful financings across many verticals, including maritime, natural resources, real estate, and infrastructure.","spans":[]},{"type":"paragraph","text":"Mr. Woodard also has an extensive background in high-technology. As a Lead Sales Executive at IBM, he positioned their flagship hybrid-cloud computing platform on Wall Street. He leveraged competitive intelligence and strategic product positioning to optimize enterprise IT economics and enhance system resiliency. Mr. Woodard helped launch a completely new, transformational IT life-cycle paradigm and articulated the nuances of organizational change management. He delivered DCF financial models for infrastructure capital investment, driving millions in revenue.","spans":[]},{"type":"paragraph","text":"As an IBM Partner, he engaged in market data latency, clock synchronization, and feed-handling complexities of buy-side technology for global capital markets. He closed an enterprise private cloud deal with a U.K. based investment bank that improved market resiliency, scalability, and efficiency. Prior to IBM, Mr. Woodard was one of Oracle Corporation\u2019s leading national business development executives for Retail SaaS applications.","spans":[]},{"type":"paragraph","text":"Mr. Woodard earned an AB from The College of William & Mary, an MA in Religion with a concentration in Social Ethics from Yale University, and an MBA in Banking with Merit from The University of London in 2011. He has earned the designation of Chartered Alternative Investment Analyst (CAIA). Mr. Woodard is a former NCAA Division 1A springboard diver, Classic America\u2019s Cup yacht racing sailor, and international adventurer.","spans":[]},{"type":"paragraph","text":" Mr. Woodard currently holds the Series 7, 62, 63, and 65 registrations with\u00a0FINRA.","spans":[{"start":77,"end":82,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"hedge-funds"}]}},{"id":"YfLGchAAACAAqw7l","uid":"confero-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YfLGchAAACAAqw7l%22%29+%5D%5D","tags":[],"first_publication_date":"2022-01-27T16:21:45+0000","last_publication_date":"2022-08-25T11:48:39+0000","slugs":["confero-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Confero Capital logo.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/f99d5f84-af21-4a46-98e4-3ebcd429d963_Confero+Capital+logo.png?auto=compress,format","size":"35499","height":"164","width":"454"},"name":[{"type":"paragraph","text":"Confero Capital LLC","spans":[]}],"location":[{"type":"paragraph","text":"Boston, MA ","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Credit, Private Equity, Real Estate, Infrastructure, Venture Capital, Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/conferocapital.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Jay Allen","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/jayallen4\/","spans":[]}],"photo":{"link_type":"Media","name":"Confero - Jay.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/175eeec6-085b-4fb5-9fab-297c00abf7d3_Confero+-+Jay.png?auto=compress,format","size":"238156","height":"500","width":"500"},"description1":[{"type":"paragraph","text":"Mr. Jay Allen is the Founder and Managing Partner of Confero Capital LLC. Mr. Allen excels at bringing innovative ideas and investors together. Mr. Allen specializes in capital raising for emerging and growth companies, infrastructure projects, and real estate opportunities.","spans":[]},{"type":"paragraph","text":"Mr. Allen is a veteran financial services executive who spent over 30 years at Credit Suisse as a Managing Director in fixed income sales and client management. He began his career in mortgage securities sales in New York City and transitioned to managing the largest Boston institutional clients for the full range of securitized products. As Key Account Manager, he established and enhanced client relationships with money managers, insurance companies, banks, and hedge funds in Boston. Mr. Allen is known for delivering in the short-run and establishing productive collaboration in the long run. He is a compelling negotiator, multi-dimensional team leader, passionate organizer, and tenacious problem solver.","spans":[]},{"type":"paragraph","text":"Mr. Allen graduated Magna Cum Laude and Phi Beta Kappa from Colby College and served on Colby\u2019s visitor committee from 2013-2021. Mr. Allen is a dedicated mentor to Colby students interested in pursuing careers in the finance industry. He established \u201cPaving the Road to a Future in Finance\u201d, a financial career day in Boston for Colby students, in 2012 and has hosted the event for the past ten years. Extending his mentorship beyond the student population, Mr. Allen launched the Colby Financial Alumni Club in 2016 and the Passionate Alumni Advisor program in 2017. Mr. Allen\u2019s work has led to over 600 student pairings with financial services and consulting mentors. Jay was recently awarded the Ernest C. Marriner Distinguished Service Award at his 35th\u00a0Colby reunion.","spans":[]},{"type":"paragraph","text":"Mr. Allen serves on the board of Cathedral High School in Boston, a Catholic, urban and coeducational college preparatory school committed to excellence and social justice.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Allen and his wife Laurie live near Boston, where he enjoys golf and mountain biking.","spans":[]},{"type":"paragraph","text":"Mr. Allen 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\/","target":"_blank"}}]}]}],"affiliate":[{"category":null}]}},{"id":"YY091REAACIAGCf-","uid":"cook-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY091REAACIAGCf-%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T15:59:20+0000","last_publication_date":"2023-01-11T18:22:58+0000","slugs":["cook-capital","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Cook Capital Group LLC logo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/9257f779-5945-41f2-a2c5-e92e38361129_Cook+Capital+Group+LLC+logo.jpg?auto=compress,format","size":"14120","height":"120","width":"120"},"name":[{"type":"paragraph","text":"Cook Capital","spans":[]}],"location":[{"type":"paragraph","text":"New Canaan, CT","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit, Real Estate, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Robert Cook","spans":[]}],"tag":[{"type":"paragraph","text":"CEO","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/robertcook-true-colors\/","spans":[]}],"photo":{"link_type":"Media","name":"Robert.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/a1caf51b-6795-49ca-bb7b-e5ce5f66910c_Robert.jpeg?auto=compress,format","size":"45300","height":"450","width":"450"},"description1":[{"type":"paragraph","text":"Robert Cook is the Founder and Chief Executive Officer of Cook Capital Group LLC. Mr. Cook spearheads Cook Capital Group\u2019s capital raising efforts with a focus on international institutional investors.","spans":[]},{"type":"paragraph","text":"Prior to Cook Capital Group, Mr. Cook spent 17 years at AllianceBernstein, serving as the Managing Director of Institutional Equity Sales where he oversaw the international distribution of top ranked global research products. While at AllianceBernstein, Mr. Cook played a key business development role in building the firm\u2019s global sales practice. Prior to AllianceBernstein, Mr. Cook served as Vice President of International Institutional Sales at UBS where he focused on sales of primary and secondary products to accounts throughout EMEA and Australia. Mr. Cook began his career in institutional sales at CJ Lawrence Inc. where he developed account relationships throughout Europe and worked in the firm\u2019s office in Sydney, Australia.","spans":[]},{"type":"paragraph","text":"Mr. Cook graduated from the University of Richmond with a B.S. in Marketing\/Finance and earned his Master\u2019s Degree in Finance from the London Business School. ","spans":[]},{"type":"paragraph","text":"Mr. Cook currently holds the Series , 63, and 24 registrations with\u00a0FINRA.","spans":[{"start":68,"end":73,"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":"YisV9xEAAB8A8twR","uid":"dig-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YisV9xEAAB8A8twR%22%29+%5D%5D","tags":[],"first_publication_date":"2022-03-11T09:29:45+0000","last_publication_date":"2022-08-25T11:57:29+0000","slugs":["dig-capital"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"DIG logo 2 cropped.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/9a489a86-c6f1-46ba-b0ab-be0a8b81816b_DIG+logo+2+cropped.jpg?auto=compress,format","size":"89057","height":"627","width":"1153"},"name":[{"type":"paragraph","text":"DIG Capital","spans":[]}],"location":[{"type":"paragraph","text":"Charleston, SC","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Equity, Real Estate, Venture Capital, Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/www.digcapital.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Thomas Dittrich","spans":[]}],"tag":[{"type":"paragraph","text":"Principal","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/tomdittrich\/","spans":[]}],"photo":{"link_type":"Media","name":"Dittrich Headshot.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/0a549b80-5249-4778-919f-a8e932077ab4_Dittrich+Headshot.jpg?auto=compress,format","size":"300686","height":"1023","width":"1023"},"description1":[{"type":"paragraph","text":"Dr. Thomas Dittrich is the Founder and Managing Principal at DIG Capital. Dr. Dittrich founded DIG to make investing in real estate more accessible to busy professionals. The group now has over 1400 physician members along with a weekly podcast. His real estate experience began by developing a home for charity in 2008. He currently owns and operates a short-term rental business as well as ownership in a hotel in upstate New York. Dr. Dittrich continues to serve his community as an ER physician in Charleston, South Carolina.","spans":[]},{"type":"paragraph","text":"Dr. Dittrich is an\u00a0Emergency Physician at\u00a0CHARLESTON EMERGENCY SERVICES LLC \u2013 For 6 years. Dr. Dittrich also worked as Resident\u00a0Physician, Emergency Medicine at\u00a0Albany Medical Centre.","spans":[]},{"type":"paragraph","text":"Dr. Dittrich earned his Medical qualifications from, Temple University - Lewis Katz School of Medicine in Doctor of Medicine (MD), Emergency Medicine, and has done\u00a0Bachelor of Science (B.S.) from the University of Richmond.","spans":[]},{"type":"paragraph","text":"Dr. Dittrich has series 63 and 82 registrations with FINRA\u00a0.","spans":[{"start":53,"end":58,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/"}}]}]}],"affiliate":[{"category":"real-estate"}]}},{"id":"Y-PLphEAACsAYXeC","uid":"dogwood-pecan","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y-PLphEAACsAYXeC%22%29+%5D%5D","tags":[],"first_publication_date":"2023-03-13T11:41:50+0000","last_publication_date":"2023-03-13T11:41:50+0000","slugs":["dogwood-pecan"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Dogwood Pecan.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/8f372459-9499-4117-bd6e-e457ee15996f_Dogwood+Pecan.png?auto=compress,format","size":"18758","height":"197","width":"200"},"name":[{"type":"paragraph","text":"Dogwood Pecan","spans":[]}],"location":[{"type":"paragraph","text":"Dallas, TX","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Equity, Private Credit, Real Estate, Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/dogwoodpecan.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"John Williford","spans":[]}],"tag":[{"type":"paragraph","text":"Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/john-williford-79a45617\/","spans":[]}],"photo":{"link_type":"Media","name":"John Williford- Dogwood.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/8e95f482-4b54-4828-a409-c24c48b2d7c8_John+Williford-+Dogwood.png?auto=compress,format","size":"162749","height":"376","width":"282"},"description1":[{"type":"paragraph","text":"Mr. John Williford is a Founder and Managing Partner of Dogwood Pecan.","spans":[]},{"type":"paragraph","text":"Dogwood Pecan is an independent financial consultant to real estate development clients on unique public\/private projects, including general government, education, justice, mixed-use, commercial, and healthcare. ","spans":[]},{"type":"paragraph","text":"Mr. Williford is a 12-year veteran of public finance and real estate.\u00a0 He began his career with Public Financial Management, Inc. (\"PFM\"), the nation's leading municipal advisory firm for municipalities and 501c(3) entities.\u00a0 Mr. Williford then worked at two different investment banks, where he covered both high-grade and high-yield financings.\u00a0 He has structured 100% tax-exempt financings and unique project finance solutions with equity, subordinate debt, bank debt, and tax-exempt bonds.\u00a0 Most recently, Mr. Williford served as a Director at JE Dunn Capital Partners, LLC, the investment division of JE Dunn Construction Company, Inc., one of the nation's largest commercial contractors.\u00a0 In the course of his career, John has closed over $3.5 billion in financings.\u00a0\u00a0 In October 2022, John launched Dogwood Pecan, an independent firm that consults real estate developers on complex real estate projects across the country.\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Williford did his Bachelor of Arts in History and his Master of Science in Management from Wake Forest University.","spans":[]},{"type":"paragraph","text":"Mr. Williford currently has Series 7 and 63 registrations with FINRA.","spans":[{"start":63,"end":69,"type":"hyperlink","data":{"link_type":"Web","url":"Finra.org"}}]}]}],"affiliate":[{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"}]}},{"id":"YY0-FBEAACEAGClL","uid":"ek-equities","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0-FBEAACEAGClL%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:00:23+0000","last_publication_date":"2022-07-26T17:40:57+0000","slugs":["ek-equities","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"EK Equities Logo (3).jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/8ed7a5ca-2f3c-4da9-b9f3-4f687374abd8_EK+Equities+Logo+%283%29.jpg?auto=compress,format","size":"11599","height":"104","width":"112"},"name":[{"type":"paragraph","text":"EK Equities","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Equity, Real Estate, Infrastructure, Venture, Hedge Funds, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Amy Ericson","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Principal\u00a0","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/amyericson\/","spans":[]}],"photo":{"link_type":"Media","name":"Amy.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/50aa1496-a542-4150-833b-de9f5b11ab7c_Amy.jpeg?auto=compress,format","size":"128386","height":"654","width":"654"},"description1":[{"type":"paragraph","text":"Amy J. Ericson is the Founder of EK Equities. Prior to EK Equities, Ms. Ericson was a VP with Bar Capital, and prior to Bar Capital, Ms. Ericson was at Greystone & Co., where she raised approximately $40 million dollars in EB-5 proceeds for multifamily and skilled nursing facility developments across the United States from investors in China, India, Vietnam, Brazil, Saudi Arabia and the Philippines.","spans":[]},{"type":"paragraph","text":"Mrs. Ericson graduated from Emmanuel College (Boston, Massachusetts) magna cum laude with distinction in the field of Political Science. Mrs. Ericson volunteers for the Henry Street Settlement Good Companion Senior Center, located in lower Manhattan.","spans":[]},{"type":"paragraph","text":"Mrs. Ericson\u00a0holds Series 7 and Series 63 securities licenses with\u00a0FINRA.","spans":[{"start":67,"end":72,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"infrastructure"}]}},{"id":"YY0-aREAACAAGCsQ","uid":"ela-partners","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0-aREAACAAGCsQ%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:01:52+0000","last_publication_date":"2023-02-02T13:06:23+0000","slugs":["ela-partners","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"ELA_logo2.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/a9d94ac5-c1b7-4024-8869-d5bd90f7de6c_ELA_logo2.jpg?auto=compress,format","size":"6081","height":"37","width":"150"},"name":[{"type":"paragraph","text":"ELA Partners","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Real Estate, Direct Transactions","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Jeffrey Seo","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Partner\u00a0","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/jeffseo\/","spans":[]}],"photo":{"link_type":"Media","name":"Jeff Seo.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/ab7df612-2ce3-4cc0-898a-9e0567692bff_Jeff+Seo.jpeg?auto=compress,format","size":"31761","height":"400","width":"400"},"description1":[{"type":"paragraph","text":"Jeff Seo is the Founder and Managing Partner of ELA Partners. Mr. Seo specializes in capital raising services for alternative investment opportunities selecting mandates opportunistically from the full spectrum of structures and strategies within the private offering realm.","spans":[]},{"type":"paragraph","text":"Prior to ELA Partners, Mr. Seo was a Senior Vice President on the Asian Equity Sales desk for Macquarie Capital (USA) Inc in New York. Prior to Macquarie, Mr. Seo was a Director and Head of Equity Sales Trading for Standard Chartered Bank in New York. Prior to Standard Chartered Bank, Mr. Seo was a Managing Director for Piper Jaffray in New York where he was responsible for the build-out of the Asian Equity sales and trading business in the United States.","spans":[]},{"type":"paragraph","text":"Prior to his role as Managing Director for Piper Jaffray, Mr. Seo served as Head of the U.S. Offices for Kim Eng Securities, USA where Mr. Seo managed a highly successful team of Equity sales and trading professionals. Prior to Kim Eng Securities, Mr. Seo served as a Senior Corporate Tax Consultant for Ernst & Young.","spans":[]},{"type":"paragraph","text":"Mr. Seo earned his B.S. in Accounting and Investment Banking from the New York University. ","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. Mr. Muromcew has been active for many years in the Rocky Mountain West start-up scene as an angel investor, mentor, and advisor. \u00a0","spans":[]},{"type":"paragraph","text":"Prior to TIAA, Mr. Muromcew was the Vice President of Loomis Sayles and the co-head of International Portfolio Management. Mr. Muromcew co-managed the Nicholas Applegate International Equity Fund and International Small Cap Fund. He was an analyst for Teton Partners LP, focusing on an international equity long\/short fund in Boston, focusing on Asia-Pacific and Global Emerging Markets. 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=ZH7ejhYAAC8ACnH7&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=ZH7ejhYAAC8ACnH7&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=ZH7ejhYAAC8ACnH7&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=ZH7ejhYAAC8ACnH7&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=ZH7ejhYAAC8ACnH7&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":"ZEZnxREAACkA7GpA","uid":"golden-visa-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZEZnxREAACkA7GpA%22%29+%5D%5D","tags":[],"first_publication_date":"2023-04-24T11:28:13+0000","last_publication_date":"2023-04-24T13:13:12+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=ZH7ejhYAAC8ACnH7&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. This team was consistently included in\u00a0Institutional Investor's\u00a0 \u201cAll America Research Team.\u201d Mr. Karnes authored and co-authored numerous emerging industry research reports as a sell-side equity analyst, including such names as Google, Sirius, XM Satellite Radio, DIRECTV, and EchoStar Communications.","spans":[{"start":521,"end":545,"type":"em"}]},{"type":"paragraph","text":"Matt was also Principal and Senior Equity Analyst at Bull Path Capital Management, a New York City based hedge fund, where he was responsible for investment strategies of emerging technologies primarily\u00a0within the Technology, Media and Telecom sectors. Prior to his career on Wall Street, Matt held various finance and accounting positions at PriceWaterhouse Coopers and Deloitte as well as at Texaco Inc. where he worked throughout the U.S., Europe, The Caribbean and Asia. Additionally at Chase, Matt was responsible for implementing the bank\u2019s corporate accounting policies on commodity, interest rate and foreign currency derivative products.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Karnes earned his BS in Accounting and Finance from Miami University (OH) and his MBA in International Finance from Fordham Gabelli School of Business.\u00a0 He is also a Certified Pubic Accountant (inactive).\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Karnes currently holds the Series 7 and 63\u00a0registrations with\u00a0FINRA.\u00a0","spans":[{"start":66,"end":72,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/us-east-2.protection.sophos.com\/?d=proofpoint.com&u=aHR0cHM6Ly91cmxkZWZlbnNlLnByb29mcG9pbnQuY29tL3YyL3VybD91PWh0dHAtM0FfX3d3dy5maW5yYS5vcmdfJmQ9RHdNR2FRJmM9ZXVHWnN0Y2FURGxsdmltRU44YjdqWHJ3cU9mLXY1QV9DZHBnblZmaWlNTSZyPVJ3OTNKaFdwYnlwM2FXcFBneEMtQlIxc190S0t3bUJfbVZXOGwxOWVSSXE4Zk1WakIxbkh2ZXh4aElZanhpV1AmbT1XdEpMd2RZVjM3UHZfYXhSOTRrX2hub2w1a3R6VWJSV0I1cDJRb0Vrd2FnJnM9S1NCb1JYR2pTRUlTWUc1Q09QcFd6aFR5Z0FRM21mUjc3eS0zNU9FdndwMCZlPQ==&p=m&i=NjFiYmI1ZWE2NmY2ZGEwZTQzNmI4NDY3&t=dG5zeWxxL3hvZFpzQ3ZvcExJRmdVbC9OanZrY3FqblBTUGs2VzlKckxORT0=&h=161b286ebd2b44fbb40a87eb0842f0c0&s=AVNPUEhUT0NFTkNSWVBUSVb7adeiMrOoEZfIu2Stdl9gRf_NhZKj6X1rcyGs6lZBpo1iSZuFFGeplP43-KCF9og","target":"_blank"}}]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"venture-capital"}]}},{"id":"YY1AxhEAACIAGDZz","uid":"hadar-capital-partners","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1AxhEAACIAGDZz%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:11:52+0000","last_publication_date":"2022-09-06T14:42:10+0000","slugs":["hadar-capital-partners","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Hadar Capital Logo with Name.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/7bb065d2-5c0e-48ac-b713-8f452158e793_Hadar+Capital+Logo+with+Name.png?auto=compress,format","size":"296167","height":"1070","width":"5000"},"name":[{"type":"paragraph","text":"Hadar Capital Partners","spans":[]}],"location":[{"type":"paragraph","text":"Zichron Ya'akov, Israel","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Equity, Real Estate, Venture Capital, Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/hadarcapital.com","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Asher Abraham","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Principal","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/asherabraham\/","spans":[]}],"photo":{"link_type":"Media","name":"Asher.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/f3ee8e6e-4bd9-4304-a879-b3b2b6c13410_Asher.jpeg?auto=compress,format","size":"27882","height":"498","width":"498"},"description1":[{"type":"paragraph","text":"Asher Abraham is the Founder and Managing Partner of Hadar Capital Partners, a capital raising firm located in Israel focused on venture capital, private equity and real estate.","spans":[]},{"type":"paragraph","text":"For over twenty years, Mr. Abraham has managed relationships with international companies and private investors, overseeing and managing over $250M of direct cross-border business and investment transactions in the US, Europe and Israel. His efforts in recent years have resulted in over $100M in alternative investment transactions, several of which have become known success stories of Israel\u2019s hi-tech industry. Currently, Mr. Abraham is a Venture Partner at NextGen Venture Partners, a seed-stage VC firm based in Washington, DC, and prior to founding Hadar Capital, he served as Director of Strategic Partnerships and Head of US at Skyline AI, an artificial intelligence real estate asset manager. Before that, Asher was an early team member at OurCrowd Management, a leading Venture Capital investment platform which ranked the \u201cmost active VC firm in Israel\u201d (per Pitchbook), where he led the firm\u2019s fundraising activities in the East coast of the US. Prior to OurCrowd, he led key business growth functions at Net-Translators (acq. by Morningside), Liberty Mutual Insurance Group, and Vector Marketing Corp. Mr. Abraham has been featured over the years for his work in The NY Post, WSJ, and Bloomberg.","spans":[]},{"type":"paragraph","text":"Mr. Abraham holds a Bachelors of Business Administration in Corporate Finance from Queens College in New York.","spans":[]},{"type":"paragraph","text":"Mr. Abraham currently holds series 63, 7 and 82 with FINRA.","spans":[{"start":53,"end":58,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"real-estate"}]}},{"id":"ZH2-iBYAAC4ABY1k","uid":"honeyhive-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZH2-iBYAAC4ABY1k%22%29+%5D%5D","tags":[],"first_publication_date":"2023-06-05T13:14:12+0000","last_publication_date":"2023-06-05T13:14:12+0000","slugs":["honeyhive-capital"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"HoneyHive Capital Logo v1.1.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/d1587538-8e83-4ff5-b761-6da6d9a54d54_HoneyHive+Capital+Logo+v1.1.png?auto=compress,format","size":"104966","height":"421","width":"1534"},"name":[{"type":"paragraph","text":"HoneyHive Capital","spans":[]}],"location":[{"type":"paragraph","text":"Richmond, TX","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Fund, Private Equity, Private Credit, Venture capital, Real estate, Infrastructure, Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/www.honeyhivecapital.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Matt Johns","spans":[]}],"tag":[{"type":"paragraph","text":"Principal","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/matthewbjohns\/","spans":[]}],"photo":{"link_type":"Media","name":"Matt - HoneyHive.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/794b722a-24e8-44d6-b22a-30378e05b47b_Matt+-+HoneyHive.jpg?auto=compress,format","size":"1905227","height":"1928","width":"1346"},"description1":[{"type":"paragraph","text":"Mr. Matt Johns is the CEO of HoneyHive Capital.\u00a0\u00a0\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"HoneyHive Capital helps alternative investment firms strategically connect with the right investors. They develop cohesive strategies, messaging, and collateral to help investors realize the deal's competitive edge and value.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Johns has experience in many collaborative projects that extend from intra-organizational collaboration to national, private-public partnerships. Most of his experience has come from working in the non-profit industry. He has raised public and private funds through grant writing, galas, and growing donor networks. He was heavily involved in disaster recovery for multiple flooding events in the Greater Houston area including Hurricane Harvey where he served the lead role in coordination of public and private recovery efforts.\u00a0 He has also developed innovative community networks, formed multiple programs, and facilitated local and national public policy efforts.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Johns originally started HoneyHive Capital in 2021 while reflecting on an unsuccessful tech startup.\u00a0 He understood the pain points and wanted to become the solution.\u00a0 Since then, he has worked with RIAs, growth companies, real estate developers, and emerging fund managers helping them strategically connect with investors.\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Johns earned a double-major BA in Communications and Religion from Baylor University and has an MBA in Finance from LSU-Shreveport.\u00a0\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Johns currently holds Series 7, 63, & 65 registrations with FINRA.\u00a0\u00a0","spans":[{"start":64,"end":69,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"infrastructure"},{"category":"hedge-funds"},{"category":"real-estate"}]}},{"id":"YY1BKBEAACIAGDh9","uid":"invictus-impact-capital-partners-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1BKBEAACIAGDh9%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:14:19+0000","last_publication_date":"2022-09-06T15:36:29+0000","slugs":["invictus-impact-capital-partners-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Invictus_logo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/beabc1be-8c76-489b-a72f-c98768729fe5_Invictus_logo.jpg?auto=compress,format","size":"13832","height":"43","width":"150"},"name":[{"type":"paragraph","text":"Invictus Impact Capital Partners, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Madison, CT","spans":[]}],"strategy_focus":[{"type":"paragraph","text":" Private Equity, Hedge Fund, Private Credit, Real Estate, Infrastructure, Venture Capital, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"John M. Pagli Jr.","spans":[]}],"tag":[{"type":"paragraph","text":"Founder, Managing Member & CEO","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/johnpagli\/","spans":[]}],"photo":{"link_type":"Media","name":"JMP-Professional-Photo-BW.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/5b63c7e2-f2a1-4e24-9a7f-688b6da14d6b_JMP-Professional-Photo-BW.jpeg?auto=compress,format","size":"22021","height":"98","width":"77"},"description1":[{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr. John M. Pagli, Jr., is a senior business development advisor in the alternative investment industry with broad and deep experience with hedge fund and private markets strategies. Based in Connecticut, he leads capital raising advisory mandates for raising capital for alternative investment managers and creating new products for alternative investors. John is a globally positioned C-Level strategic business development and operating executive with broad and deep experience of over 25 years in alternative financing and investments across the full spectrum of structures and investments ranging from private markets, spanning leveraged finance, structured finance, private equity, mezzanine financing, private debt and credit, infrastructure and project finance, and ESG, impact and Opportunity Zone investments, to an extensive array of hedge fund strategies.","spans":[]},{"type":"paragraph","text":"Mr. Pagli has been integral to the development and management of alternative financing and investment businesses at all key phases of the business and product life cycles, both organically and strategically, through new product development, capital raising, investor relationship management, and the creation and management of joint ventures and strategic partnerships to launch and distribute new products to institutional, family office, UHNW investors and wealth managers globally. 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. John then moved to Wall Street and worked on a number of high-profile financing and advisory assignments and principal investments with Merrill Lynch with an aggregate transaction value of over $2.5 billion. Later, he embarked on his career in business development with alternative investment managers. As President and Managing Partner, John grew assets under management from $59 million to over $1.5 billion, and another $600 million for a few other alternative investments as head of business development. More recently, he managed the launch of several private markets funds with Prospect Capital Management, a leading business development company, and developed strategic investment partnerships for Corvias, a leading military and student housing and infrastructure developer.","spans":[]},{"type":"paragraph","text":"Mr. Pagli earned an MBA degree with distinction from New York University Stern Graduate School of Business Administration and a BSBA degree, cum laude, from Boston University Questrom School of Business.","spans":[{"start":141,"end":150,"type":"em"}]},{"type":"paragraph","text":"Mr. Pagli is currently pursuing Series 7, Series 63 and other registrations with FINRA and Series 65 license with the SEC.","spans":[{"start":81,"end":86,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"hedge-funds"}]}},{"id":"YcTcAhEAACMA74nP","uid":"jda-funds-management-inc.","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YcTcAhEAACMA74nP%22%29+%5D%5D","tags":[],"first_publication_date":"2021-12-23T20:30:55+0000","last_publication_date":"2022-09-15T12:29:05+0000","slugs":["jda-funds-management-inc."],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"JDAFundsLogo-BB.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/53b1e7b0-92ee-47dc-a8d3-445da5c48468_JDAFundsLogo-BB.png?auto=compress,format","size":"11404","height":"177","width":"545"},"name":[{"type":"paragraph","text":"JDA Funds Management, Inc.","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY ","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Credit, Private Equity, Real Estate, Infrastructure, Venture Capital, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Jeffrey Appel","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[]}],"linkedin":[],"photo":{"link_type":"Media","name":"JDA - Jeffrey.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/a01d38b4-834a-44bd-bb00-9372c4f12293_JDA+-+Jeffrey.png?auto=compress,format","size":"402874","height":"500","width":"500"},"description1":[{"type":"paragraph","text":"Mr.\u00a0Jeffrey Appel\u00a0Founder & Managing Principal of JDA Funds Management,\u00a0Inc., raises capital and advises both funds and companies. Some recent successes for\u00a0Mr. Appel\u00a0include raising\u00a0$50m for a litigation finance company,\u00a0raising $80M for a VC Fund,\u00a0and\u00a0helping arrange an $800M merger of a public company transaction. He is also currently an advisor to 4 publicly traded SPACs.\u00a0","spans":[]},{"type":"paragraph","text":"\u00a0Mr. Appel began his career as an Investment Banker specializing in\u00a0healthcare. He then transitioned into institutional equity sales and worked at firms including CJ Lawrence, Salomon Brothers, and Oppenheimer covering the largest NYC based hedge funds. Mr. Appel then ran a small long\/ short equity hedge fund.","spans":[]},{"type":"paragraph","text":"Mr.\u00a0Appel was one of the pioneers of SPACs and then spent 7 years with a very successful merchant bank before going out on his own.","spans":[]},{"type":"paragraph","text":"Mr. Appel graduated from The University of Pennsylvania with a B.A. in Economics. Mr. Appel has been a highly ranked tennis player since childhood and is the\u00a0Founder of and Captain of Team USA in the Finance Cup. He has mentored more than 100 former pro and college tennis players and is very active in philanthropies involving underserved youth and tennis.\u00a0","spans":[]},{"type":"paragraph","text":"Mr.\u00a0Appel\u00a0currently holds Series 7, 63, and 79\u00a0 registrations with\u00a0FINRA.","spans":[{"start":67,"end":72,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":null}]}},{"id":"Y8f_BREAACwAZ40z","uid":"jfm-capital-advisors-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y8f_BREAACwAZ40z%22%29+%5D%5D","tags":[],"first_publication_date":"2023-02-01T09:20:19+0000","last_publication_date":"2023-03-02T18:58:43+0000","slugs":["jfm-capital","jfm-capital-advisors-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"JFM Captial logo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/a31b1f68-652b-485b-ac80-5d6d33e4b711_JFM+Captial+logo.jpg?auto=compress,format","size":"15702","height":"238","width":"747"},"name":[{"type":"paragraph","text":"JFM Capital","spans":[]}],"location":[{"type":"paragraph","text":"New Orleans, LA","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.jfmcap.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Joseph Maly","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/linkedin.com\/in\/joemaly","spans":[]}],"photo":{"link_type":"Media","name":"Joe Maly -.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/ceaaebb7-c392-4435-a251-eaabe15a7c11_Joe+Maly+-.png?auto=compress,format","size":"602308","height":"1077","width":"808"},"description1":[{"type":"paragraph","text":"Mr. Joe Maly is the founder and Managing Partner of JFM Capital, LLC.\u00a0\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"JFM Capital is dedicated to providing creative financing solutions and advisory services to companies in a variety of industries. The firm is especially well suited for raising debt and arranging credit facilities for companies in the energy, shipping, and industrial sectors.\u00a0\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Maly has over 30 years of investment banking experience and was a founding member of the Investment Banking Group at Jefferies & Company. During his 18-year career at Jefferies, Mr. Maly specialized in raising debt and equity for his clients in conjunction with acquisitions, refinancing, buy-outs, recapitalizations, and restructurings.\u00a0 The transactions ranged from $30 million to over $1 billion and included domestic and foreign-domiciled clients. 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=ZH7ejhYAAC8ACnH7&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. Mr. Bookbinder specializes in capital raising, business development, and strategic consulting for emerging and growth companies in transformational businesses. In addition, he works with emerging managers who offer a unique value proposition.","spans":[]},{"type":"paragraph","text":"Spanning his career, Mr. Bookbinder has forged senior relationships in the global financial community. He leverages these relationships to the benefit of his clients. Prior to launching Kayak Kapital, Mr. Bookbinder was a Managing Director with Chatsworth Securities, an investment banking firm in Greenwich CT. With over 35 years\u2019 experience in global financial markets, Mr. Bookbinder has held senior positions that included: Bloomberg Financial Markets, where he co-founded and lead Bloomberg Tradebook into the global leader in electronic trading. Mr. Bookbinder has held notable positions which includes: Investment Banker with Bear Stearns, Global Head of Sales with Cantor Fitzgerald and Principal with GreenCrest Capital, which was acquired by Knight Capital Markets.","spans":[]},{"type":"paragraph","text":"Mr. Bookbinder has been a senior consultant and advisor to many companies and has been a frequent speaker at financial industry events. Mr. Bookbinder works with his clients to expand their geographical footprint, build go-to markets strategies, and drive revenue growth.","spans":[]},{"type":"paragraph","text":"Mr. Bookbinder holds a Bachelor of Arts Degree from Baruch College and a Master of Science Degree in Finance from the Zicklin School. He currently holds a Series 7 and Series 63 registration with FINRA.","spans":[{"start":196,"end":201,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]},{"name1":[{"type":"paragraph","text":"John Degen","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/wolfmanamadeusdegen\/","spans":[]}],"photo":{"link_type":"Media","name":"Kayak - John.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/835c258d-94fb-4d2d-bba0-3b1f706824dc_Kayak+-+John.png?auto=compress,format","size":"355808","height":"500","width":"500"},"description1":[{"type":"paragraph","text":"Mr. John Degen is the Managing Director of Kayak Kapital, LLC. Mr. Degen has accumulated 30 years of finance, investment management, and operating experience across various industries. His broad expertise includes business strategy, corporate development, cross-functional business development, strategic partnering, and strategic supply chain development. \u00a0","spans":[]},{"type":"paragraph","text":"Mr. Degen began his professional career with Ogden Corporation in 1988, where he spent six years in various legal and project finance roles. Mr. Degen\u2019s early experiences gave him a robust understanding of what is needed to effectively negotiate and close complex business partnerships and projects. He was tasked with creating the financial models related to the construction of the Anaheim Arena, the Honda Center, the Toronto Palladium, and the World Trade Center Observation Deck Tourist Attraction.\u00a0 John also held a Top-Secret level clearance and served as the Assistant Facility Security officer of Ogden for 5 of his 6.5 years with Ogden.\u00a0","spans":[]},{"type":"paragraph","text":"In 1995, Mr. Degen began his 17-year career with Sumitomo Corporation\u2019s Business Investment Division. He deployed in excess of $2.0 billion of debt and equity during his time with Sumitomo. From 2003 to 2010, Mr. Degen had operational profit and loss responsibility for Oxford Finance Corporation, the leading provider of senior and equipment debt finance for the healthcare and life science industries. In addition, he covered and managed investments across several operating divisions, including Agriculture, Lifestyle, Specialty Finance, General Products, Media, and Life Sciences. His final assignment with Sumitomo led New Business Development efforts for Sumitomo\u2019s European General Manager from 2011 to 2013.\u00a0","spans":[]},{"type":"paragraph","text":"From 2013 to 2019, Mr. Degen served as a Strategic Advisor to several early-stage companies. In January 2019, he was engaged by ShareNett as a Consultant to the Company\u2019s CEO and Chairman. In August 2019, he became ShareNett\u2019s Co-Head of Origination and was sponsored for his Series 7, 63, and 79 Licenses.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Degen received a B.A. in History from the University of Virginia and an MBA from Long Island University.\u00a0 He also attended executive management education programs at the Kellogg Graduate School of Management and the Darden Graduate School of Business Administration.","spans":[]},{"type":"paragraph","text":"Mr. Degen speaks English, German and rudimentary Japanese. \u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Degen currently holds Series 63, 79TO, and 7TO registrations with FINRA.","spans":[{"start":70,"end":75,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"}]}},{"id":"Yvz0HhIAAC8AYwAH","uid":"larepip-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Yvz0HhIAAC8AYwAH%22%29+%5D%5D","tags":[],"first_publication_date":"2022-08-18T15:38:59+0000","last_publication_date":"2022-09-15T14:12:35+0000","slugs":["larepip-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"larepip image.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/e66bd50c-aa70-4955-afac-7e12d3e80100_larepip+image.png?auto=compress,format","size":"60808","height":"302","width":"742"},"name":[{"type":"paragraph","text":"Larepip, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Redondo Beach, CA","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Credit, Private Equity, Real Estate, Venture Capital, Infrastructure Fund, Direct Deal.","spans":[]}],"website":[{"type":"paragraph","text":"http:\/\/larepipllc.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Alexander Piper","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/alexander-g-piper-5b96241a\/","spans":[]}],"photo":{"link_type":"Media","name":"Larepip - Alexander Piper.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/2a3c845d-d0f5-422c-857d-8bd1427f0bd2_Larepip+-+Alexander+Piper.jpg?auto=compress,format","size":"871774","height":"3221","width":"1950"},"description1":[{"type":"paragraph","text":"Mr. Alexander Piper is the Founder and Managing Partner of Larepip LLC. \u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Prior to Stonehaven, Mr. Piper has over 20 years of finance experience. \u00a0Mr. Piper has spent most of his career on the Institutional sales side, dealing primarily\u00a0within the High yield\/distressed space and all the products associated with it. \u00a0While in this space he worked for such firms as: \u00a0Imperial Capital, BTIG, MF Global, Odeon Capital, & Loop Capital. \u00a0Mr. Piper specialized in working with Hedge funds and traditional Mutual funds\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Piper is also Managing Director at Newport Ventures Group. \u00a0A full-service consulting firm that deals Primarily with Financial Advisors. \u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Piper graduated from Villanova University with a BA in Political Science and History. \u00a0While at Villanova he was a full scholarship member of the football team. \u00a0Mr. Piper later earned an MBA from Fordham University, specializing in finance and management.\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Piper Lives in Redondo Beach California with his wife and two daughters. \u00a0When he's not attending his daughter's various sports tournaments, he enjoys the southern California lifestyle.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Piper currently holds the California Life & Health Insurance license and the series 7, 55, and 63 registrations with FINRA.","spans":[{"start":121,"end":126,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org"}}]}]}],"affiliate":[{"category":"private-equity"},{"category":"private-credit"},{"category":"venture-capital"},{"category":"infrastructure"},{"category":"hedge-funds"},{"category":"real-estate"}]}},{"id":"Y7v9iRIAAC0AuQTy","uid":"mcx-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y7v9iRIAAC0AuQTy%22%29+%5D%5D","tags":[],"first_publication_date":"2023-02-27T21:25:37+0000","last_publication_date":"2023-02-27T21:25:37+0000","slugs":["mcx-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Mcx Capital Logo..jfif","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/eeea4dcf-fe77-4db9-b1de-6db8cdd41c50_Mcx+Capital+Logo..jfif?auto=compress,format","size":"6918","height":"200","width":"200"},"name":[{"type":"paragraph","text":"MCX Capital LLC","spans":[]}],"location":[{"type":"paragraph","text":"Houston, TX","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":"http:\/\/www.mcx-capital.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Blaine Burke","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/blaine-burke-63325760\/","spans":[]}],"photo":{"link_type":"Media","name":"MCX - Blaine.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/8cdc6532-81a3-4851-9adb-6ac1e20835e5_MCX+-+Blaine.jpg?auto=compress,format","size":"15250","height":"299","width":"299"},"description1":[{"type":"paragraph","text":"Mr. Blaine Burke is the Founder and Managing Partner at MCX Capital LLC.\u00a0\u00a0 ","spans":[]},{"type":"paragraph","text":"MCX Capital LLC raises capital, in addition to M&A, for companies, hedge funds, venture capital funds, and private equity funds. MCX Capital LLC concentrates on project finance, real estate, oil & gas, logistics, metals & mining, infrastructure, and power generation (conventional and renewables), as well as technology, which makes MCX a potential optimal fit for numerous companies and investors.\u00a0 ","spans":[]},{"type":"paragraph","text":"Prior to MCX, Mr. Burke was a Partner with Clewed, a fintech platform focused on serving middle-market companies and advisors in line with SEC rules which allows companies to raise capital from any accredited investor online. Mr. Burke was previously with BBG, a leading national assessments and valuation real estate service firm focused on Business Development and Financial Advisory. Prior to BBG, Mr. Burke was a partner at Lieef, a sustainability investment platform focused on the private pre-institutional funding markets, tasked with origination, execution, and investment analysis. Mr. Burke started his career in New York City at Whitehall Investment Bank, where he closed over 15 transactions representing ~$18 billion in capital commitments. His focus was corporate equity, real asset equity, and debt across the conventional power, renewable power, transmission, and oil and gas sectors in the United States.\u00a0 Houston is Mr. Burke's hometown. He has co-founded an energy company there, committed to providing comprehensive, integrated solutions for upstream and midstream companies until its subsequent sale to a private equity firm in December 2020. ","spans":[]},{"type":"paragraph","text":"Mr. Burke graduated with Honors from the University of Houston.\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Burke currently holds the Series 7 and 63 registrations with FINRA.","spans":[{"start":65,"end":70,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/finra.org"}}]}]}],"affiliate":[{"category":null}]}},{"id":"ZCGHOxEAAC8AAjKJ","uid":"mkam-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZCGHOxEAAC8AAjKJ%22%29+%5D%5D","tags":[],"first_publication_date":"2023-04-20T15:13:37+0000","last_publication_date":"2023-04-24T13:15:57+0000","slugs":["mkam-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"MKAMlogo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/459ad92f-69d3-465d-b63e-f0a824fcd8fc_MKAMlogo.jpg?auto=compress,format","size":"12517","height":"226","width":"637"},"name":[{"type":"paragraph","text":"MKAM, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Bluffton, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Credit, Private Equity, Hedge Fund","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Matt Mlinarich","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/matthew-mlinarich-76852b2\/","spans":[]}],"photo":{"link_type":"Media","name":"Matt Mlinarich.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/53cbf52b-8976-4a6e-91c2-5ed3bd59c62c_Matt+Mlinarich.png?auto=compress,format","size":"3774100","height":"2726","width":"2579"},"description1":[{"type":"paragraph","text":"Mr. Matt Mlinarich is the Managing Director at MKAM, LLC.\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"MKAM, LLC's mission is to preserve and grow its clients' financial wealth through responsible portfolio management to meet their investment objectives. This disciplined approach to investment management begins by understanding their needs and responsibilities. MKAM collaborates to create an investment strategy unique to their client's objectives, from current income generation to maximizing the potential for capital growth.\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Most recently, Mr. Mlinarich was a Managing Director at 10 East, an invite-only community of private investors pursuing differentiated returns in alternative markets. Prior to 10 East, Mr. Mlinarich was a Business Development Specialist at BlueCrest Management, where he sourced portfolio management teams.\u00a0\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Mlinarich was the Director of Stonehaven's former alternative investments distribution team, where he managed institutional relationships in the Northeastern region of the United States. Prior to joining Stonehaven, Mr. Mlinarich was Head of Alternative Investments and a member of the Investment Committee for FCE Group, a wealth management business with approximately $1.2B in AUM, prior to which he held various positions at multiple families and multi-family offices where he was responsible for analyzing alternative investments, assisting with portfolio construction and sourcing hedge fund and private equity investment opportunities. Mr. Mlinarich has more than 20 years of experience in the alternative investment space in sales, research, and asset allocation.\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Mlinarich earned a B.S. in Consumer Economics from Cornell University.\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Mlinarich currently holds the Series 7 and 63 with FINRA.\u00a0","spans":[{"start":55,"end":61,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"private-equity"},{"category":"private-credit"},{"category":"hedge-funds"}]}},{"id":"YY1CEREAACMAGD2E","uid":"madison-peak-capital-partners","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1CEREAACMAGD2E%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:17:25+0000","last_publication_date":"2022-09-15T14:16:54+0000","slugs":["madison-peak-capital-partners","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"MadisonPeak_logoWebsite.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/cfaed685-f4cd-4ff2-9883-4c57b6f52ce9_MadisonPeak_logoWebsite.jpg?auto=compress,format","size":"11999","height":"48","width":"150"},"name":[{"type":"paragraph","text":"Madison Peak Capital Partners","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Equity, Private Credit, Distressed Credit, Real Estate, Venture, Hedge Funds, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"John Donovan","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/john-donovan-a34b205\/","spans":[]}],"photo":{"link_type":"Media","name":"John.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/cdc87284-e25a-4583-9905-746576f0d5f6_John.jpeg?auto=compress,format","size":"8159","height":"212","width":"212"},"description1":[{"type":"paragraph","text":"John Donovan is the Founder & Managing Director of Madison Peak Capital Partners. Mr. Donovan has a track record of raising capital from institutional investors including family offices, endowments\/foundations, sovereign wealth funds, consultants, pension funds & insurance companies, with fundraising expertise in venture capital, private equity, direct investments, private credit, distressed credit, and hedge funds. Mr. Donovan\u2019s focus areas include tech, fintech, biotech, AI, and blockchain.","spans":[]},{"type":"paragraph","text":"Prior to Madison Peak Capital Partners, Mr. Donovan was with Oakpoint. Prior to joining Oakpoint, Mr. Donovan was the Head of Business Development at Eastern Advisors, a long\/short equity fund seeded by Tiger Management, where he was responsible for marketing, business development, and investor relations.","spans":[]},{"type":"paragraph","text":"Prior to Eastern Advisors, Mr. Donovan was a Vice President at HSBC Securities Global Equities and was a Director and Vice President at Deutsche Bank in Hong Kong, London and New York.","spans":[]},{"type":"paragraph","text":"Mr. Donovan graduated from Georgetown University with a BBA in Finance. ","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=ZH7ejhYAAC8ACnH7&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. Bernstein & Co, Inc. and Merrill Lynch Investment Managers (acquired by BlackRock) and on the investor side - the Third Swedish National Pension Fund (AP3) and Skandia Liv. Mr. Nammack \u2019s experience is broad in terms of geography, having held several global roles, and in terms of client type, having worked with every type of institutional investor - from endowments and foundations through to the largest sovereign wealth funds.","spans":[]},{"type":"paragraph","text":"Mr. Nammack has always been interested in sustainable and responsible investing, having first worked on some client projects with that focus in the late-90s. This became his sole focus as of 2016, a result of events that year that underscored the fragility of US democracy and of Kristian\u2019s increased concern for the effects of anthropogenic climate change.","spans":[]},{"type":"paragraph","text":"Mr. Nammack is on the board of a new nonprofit called Climate Words. This nonprofit's focus is on developing a lexicon of key climate terms for investors and activists alike. Mr. Nammack is also on the Oversight Committee of the Park Slope Food Coop and engages in social justice activism with his local Quaker meeting.\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Nammack graduated from the University of Virginia where he was an Echols Scholar.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Nammack currently holds the Series 7 and 63 with FINRA.\u00a0","spans":[]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"venture-capital"}]}},{"id":"YY1CQREAACEAGD6E","uid":"maxwell-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1CQREAACEAGD6E%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:18:13+0000","last_publication_date":"2022-09-15T14:20:59+0000","slugs":["maxwell-capital-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"MaxwellCapLLC_logo2.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/7d40f53b-bf66-4815-9c46-8e4ea09b91f5_MaxwellCapLLC_logo2.jpg?auto=compress,format","size":"5359","height":"64","width":"112"},"name":[{"type":"paragraph","text":"Maxwell Capital, LLC","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private debt placements within transportation, energy, and\ninfrastructure with possible related activity in private equity and M&A advisory assignments.","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Matthew Johan","spans":[]}],"tag":[{"type":"paragraph","text":"Founding Principal","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/matthewjohan\/","spans":[]}],"photo":{"link_type":"Media","name":"Mat.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/ac30d5b0-7ad2-4e64-be26-9f490af446c4_Mat.jpeg?auto=compress,format","size":"26413","height":"516","width":"516"},"description1":[{"type":"paragraph","text":"Mr. Johan is the Founder and Principal of Maxwell Capital, LLC. Mr. Johan has 16 years of investment banking experience focused on raising capital for marine transportation and offshore energy companies.","spans":[]},{"type":"paragraph","text":"Prior to launching Maxwell Capital, Mr. Johan opened and led the New York office and the US-focused corporate finance practice for Arctic Securities, a Norwegian investment bank with a focus on shipping and offshore energy segments.","spans":[]},{"type":"paragraph","text":"Prior to Arctic Securities, Mr. Johan was a partner at RS Platou Markets where he had origination and execution responsibilities for private and public debt and equity placements in shipping and offshore energy. 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=ZH7ejhYAAC8ACnH7&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. ","spans":[]},{"type":"paragraph","text":"Morewood Capital, LLC, which is engaged in capital raising for funds, SPVs, and direct investments. ","spans":[]},{"type":"paragraph","text":"Mr. Abrahams is also the Founder and President of Morewood Funding, LLC which arranges working capital for businesses that are unable to obtain financing from conventional lenders such as banks.\u00a0 Lending facilities are typically collateralized by accounts receivable, inventory, equipment, purchase orders, real estate, or revenue. Loan sizes range from $1mm to $20mm across all industries and geographies. ","spans":[]},{"type":"paragraph","text":"Prior to founding Morewood Capital, Mr. Abrahams worked in Business Development roles with various companies like Man Investments, Perella Weinberg, Vida Capital, and Manorhaven Partners. Earlier, Mr. Abrahams was a Financial Advisor at Morgan Stanley, Oppenheimer, and UBS. He has spent 25 years sourcing investors for complex investment strategies. ","spans":[]},{"type":"paragraph","text":"Mr. Abrahams holds a Juris Doctorate from the Benjamin Cardozo School of Law and a Bachelor of Arts degree from Binghamton University. ","spans":[]},{"type":"paragraph","text":"Mr. Abrahams currently has series 7, 3, and 63 with FINRA. ","spans":[{"start":52,"end":58,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/us-east-2.protection.sophos.com\/?d=finra.org&u=aHR0cDovL3d3dy5maW5yYS5vcmcv&p=m&i=NjE5ZDc2NDliM2ZjOGMwZTFjMTlhYjE1&t=L3ZsMitnMFB1MjA0cjhPcTFIalQ0RVRHcisrSUw0YUxreG5WUTNRbi9uYz0=&h=504afcb05f69477da3021255ad665cd6&s=AVNPUEhUT0NFTkNSWVBUSVaCYlmXTzHU0nhNUPbbFcNsH2G-0FbiIyB0flfI8JvSeA"}}]}]}],"affiliate":[{"category":null}]}},{"id":"YZ0GTRUAACMAqv4O","uid":"new-legacy-investment-group","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YZ0GTRUAACMAqv4O%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-23T15:18:40+0000","last_publication_date":"2022-09-15T14:27:01+0000","slugs":["new-legacy-investment-group-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"NEwLegacy_logo2.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/e988aaef-4a1e-4f3a-a507-781b206a9516_NEwLegacy_logo2.png?auto=compress,format","size":"7586","height":"91","width":"200"},"name":[{"type":"paragraph","text":"New Legacy Investment Group, LLC","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit, Real Estate and Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Joseph Weilgus, CPA","spans":[]}],"tag":[{"type":"paragraph","text":" Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/weilgus\/","spans":[]}],"photo":{"link_type":"Media","name":"Joseph.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/f5a9010e-758a-44a2-a806-5ef770a12f96_Joseph.jpeg?auto=compress,format","size":"72941","height":"500","width":"500"},"description1":[{"type":"paragraph","text":"Mr. Joseph Weilgus, CPA is the Managing Partner of New Legacy Investment Group, LLC, a capital raising group primarily focused on direct investments. He also currently serves as the CEO of the New Legacy Investment Group of Companies, an SEC registered investment advisory firm that includes investment advisory and other services focused on the needs of families of significant net worth, a fund allocation business, and a direct investment business with holdings across technology, real estate, finance, and other sectors. Mr. Weilgus also co-founded Syno Capital, a New Legacy subsidiary focused on healthcare and bio-tech investments.","spans":[]},{"type":"paragraph","text":"Prior to co-founding New Legacy in 2007, Mr. Weilgus was President of Geller Holdings, LLC and Managing Director, Client Relations at Geller & Co where he advised clients and firm principals on numerous investments and structured financial transactions, as well as the growth of the company's business.","spans":[]},{"type":"paragraph","text":"Prior to joining Geller, Mr. Weilgus was Director of Client Relations at American Express Tax and Business Services Inc. (\"TBS\") and was responsible for the Venture Services Group as well as the Government Services Group as part of his business development role. He has helped companies and governments improve their businesses and operations by advising and introducing senior management to financing and funding sources, business strategy, mergers and acquisitions and debt-offerings. Mr. Weilgus was the driving force behind financing transactions in excess of $500 million in 2004 and 2005 and launched numerous initiatives within TBS. Before joining American Express he was a Senior Associate with PricewaterhouseCoopers in the audit practice where he earned his CPA.","spans":[]},{"type":"paragraph","text":"Mr. Weilgus was selected by the Harvard Business School Club of New York as the Not-for-Profit Entrepreneur of the Year in 2002 for his outstanding work as Founder and Chairman of Project Sunshine, a multi-national children's non-profit organization. Mr. Weilgus founded Project Sunshine out of his college dorm room in 1998. Its 18,000 volunteers now serve over 150,000 children a year in 175 cities across the U.S., Canada, Africa, China and the Middle East. In 2004, he was awarded the 8th Annual Business Leadership Award from Yeshiva University. He, along with Project Sunshine, has received numerous honorariums, including ringing the opening and closing bells at the NYSE and NASDAQ exchanges in honor of the Mayor Bloomberg's declaration of Project Sunshine Week in New York City over the past several years.","spans":[]},{"type":"paragraph","text":"Mr. Weilgus earned a B.S. in Accounting from Yeshiva University in 1999 and has participated in executive education programs at Harvard Business School. He was an undefeated NCAA tennis player and Editor-in-Chief of the business newspaper at Yeshiva. He is the Founder and Chairman of the Board of Project Sunshine, an active member of the Young Presidents Organization, a board member of the American Hebrew Academy in Greensboro, North Carolina. ","spans":[]},{"type":"paragraph","text":"Mr. Weilgus currently holds the Series 7 and 63 licenses with FINRA.","spans":[{"start":62,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]},{"name1":[{"type":"paragraph","text":"Albert J. Petrole","spans":[]}],"tag":[{"type":"paragraph","text":"Operations Associate","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/albertjpetrole\/","spans":[]}],"photo":{"link_type":"Media","name":"AJ.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/7b2a679f-b49e-4fc0-8724-598153cf96fd_AJ.png?auto=compress,format","size":"193565","height":"450","width":"360"},"description1":[{"type":"paragraph","text":"Mr. Albert J. Petrole is the Operations Associate with New Legacy Investment Group LLC. Mr. Petrole joined the New Legacy Group of Companies in 2021.","spans":[]},{"type":"paragraph","text":"Prior to joining New Legacy, Mr. Petrole was a Senior Associate in PwC\u2019s Financial Markets practice where he led transaction advisory and valuation service engagements.","spans":[]},{"type":"paragraph","text":"Mr. Petrole graduated from the Smeal College of Business at the Pennsylvania State University in 2017 with a Bachelor of Science in Accounting and a minor in Internal Business. Mr. Petrole also has education in International Business from Temple University, Rome.","spans":[]},{"type":"paragraph","text":"Mr. Petrole is a licensed Certified Public Accountant in the Commonwealth of Pennsylvania.","spans":[]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"real-estate"},{"category":"hedge-funds"}]}},{"id":"YZ0G7BUAACQAqwEF","uid":"nomos-group-holdings","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YZ0G7BUAACQAqwEF%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-23T15:21:20+0000","last_publication_date":"2023-01-13T15:42:27+0000","slugs":["nomos-group-holdings-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Nomos logo and name.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/3122271a-4402-40a3-9388-c2fe2bb1a33e_Nomos+logo+and+name.jpg?auto=compress,format","size":"72909","height":"1080","width":"1920"},"name":[{"type":"paragraph","text":"Nomos Group Holdings, LLC","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":" Real Estate","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/www.nomosgroup.co\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Stonington Cox","spans":[]}],"tag":[{"type":"paragraph","text":"CEO & Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/stonington-cox-81886\/","spans":[]}],"photo":{"link_type":"Media","name":"Cox.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/effd1330-f46a-4a1a-abc9-b3618ae914c2_Cox.jpeg?auto=compress,format","size":"24418","height":"289","width":"289"},"description1":[{"type":"paragraph","text":"Mr. Stonington Cox is the Founder & CEO of Nomos Group Holdings, LLC, a capital raising firm focused on private co-living and other types of real estate investment opportunities.","spans":[]},{"type":"paragraph","text":"Prior to Nomos, Mr. Cox was a Director with Cadre, an investment management and advisory business based in New York that focuses on providing individuals and institutions direct access to large commercial real estate investment opportunities.\u00a0 Cadre also offers a managed portfolio service and a real estate secondaries market.","spans":[]},{"type":"paragraph","text":"Prior to Cadre, Mr. Cox was the Interim Head of Real Estate at OpenDoor Coliving, a firm building a lifestyle housing brand & national network of co-living properties, where he remains a Board Member.\u00a0 OpenDoor\u2019s co-living model and operations enable higher-density residential properties that increases rents per sqft and NOI, while catering to the unmet needs of the millennial urban market.","spans":[]},{"type":"paragraph","text":"Prior to OpenDoor, Mr. Cox was a Partner at Accord Group Holdings, LLC, a financial advisory firm specializing in the structuring and investment in private equity real estate vehicles as well as principal investing into select vehicles, transactions, and platforms.\u00a0\u00a0 Accord\u2019s business consists of M&A Advisory, structuring and capital raising, as well as principal investing and fund vehicle management.","spans":[]},{"type":"paragraph","text":"Prior to Accord, Mr. Cox was a principal within Private Capital Markets for Macquarie Group based in Hong Kong.\u00a0 In this role, Mr. Cox structured and raised private equity real estate vehicles for Asia real estate managers including a mid-market Tokyo residential fund, one of the first car parking funds in China (US $265M), and the structuring of an industrial logistics fund in Japan (US$1bn +).\u00a0 Mr. Cox also focused on multiple other assignments throughout India, China, Australia, and Japan.","spans":[]},{"type":"paragraph","text":"Prior to Macquarie Group, Mr. Cox was consultant with Boston Consulting Group.\u00a0 Prior to Boston Consulting Group, Mr. Cox was a Commercial Real Estate Sales and Leasing, Tenant Representative Agent working very closely with the head of the GMAC\/Pacific Union Commercial Brokerage.","spans":[]},{"type":"paragraph","text":"Mr. Cox earned a B.S. with Honors in The Science of Foreign Service, Culture and Politics from Georgetown University. \u00a0Mr. Cox earned an MBA from Columbia Business School with a concentration in Real Estate Finance.\u00a0 Mr. Cox also earned a Master\u2019s degree in Finance, Investment Banking from INSEAD.\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Cox currently holds his Series 7, 24 and 63 registrations with FINRA.","spans":[{"start":67,"end":72,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org"}}]}]},{"name1":[{"type":"paragraph","text":"Connor Moore","spans":[]}],"tag":[{"type":"paragraph","text":"Associate","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/connorjmoore\/","spans":[]}],"photo":{"link_type":"Media","name":"Connor Moore headshot - PNG.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/9adbfa44-974c-4d70-986c-35dca9970140_Connor+Moore+headshot+-+PNG.png?auto=compress,format","size":"1816968","height":"1283","width":"1063"},"description1":[{"type":"paragraph","text":"Mr. Connor Moore is a Senior Associate of Nomos Group Holdings, LLC.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Moore launched his career in Real Estate Finance in 2020 when he joined Nomos Group, an advisory and capital raising firm based in Miami, FL focused on innovative real estates strategies such as Coliving and Property Technology.\u00a0","spans":[]},{"type":"paragraph","text":"Before joining Nomos, Mr. Moore led the Business Development team at an image recognition start-up called TrademarkVision, which was acquired by Clarivate Analytics (a Thomson Reuters spinoff) in 2018. During his two years at TrademarkVision, Mr. Moore participated in a business fellowship program called \u201cVenture for America,\u201d where he honed his entrepreneurial skills and developed an extensive network of start-up founders.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Moore completed his MBA in Kuala Lumpur, Malaysia, at the Asia School of Business (in collaboration with MIT Sloan), focusing his studies on international business and entrepreneurship. Mr. Moore also holds a Bachelor of Arts in Public Policy from Duke University.\u00a0","spans":[]},{"type":"paragraph","text":"While in business school, Mr. Moore spent three months visiting Coliving operators and attending real estate conferences around the world for his master\u2019s thesis, \u201cThe Case for Coliving.\u201d It was this experience of deep research and industry networking that pushed Connor into a career in real estate to pursue his passion for communal living models and creating better ways for people to live. ","spans":[]},{"type":"paragraph","text":"Mr. Moore recently passed the FINRA. Series 7 & 63 exams to become a licensed securities professional.","spans":[{"start":30,"end":35,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"real-estate"}]}},{"id":"Y-ZeJRIAACsAbRzt","uid":"oxon-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y-ZeJRIAACsAbRzt%22%29+%5D%5D","tags":[],"first_publication_date":"2023-02-15T16:59:28+0000","last_publication_date":"2023-02-15T16:59:28+0000","slugs":["oxon-capital","oxon-capital-intermediacao-de-negocios-ltda."],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Copy of oxon capital (15).png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/d80e986c-097e-4fea-afe2-e7cc9d647fca_Copy+of+oxon+capital+%2815%29.png?auto=compress,format","size":"19432","height":"163","width":"650"},"name":[{"type":"paragraph","text":"Oxon Capital","spans":[]}],"location":[{"type":"paragraph","text":"Sao Paulo, Brazil","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Equity, Private Credit, Infrastructure, Venture Capital, Direct Deals.","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/www.oxoncap.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Oliver Tilleard","spans":[]}],"tag":[{"type":"paragraph","text":"Founder and Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/oliver-tilleard\/","spans":[]}],"photo":{"link_type":"Media","name":"OT-Oxon-Profile.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/c4616139-7a3c-45ee-8a8b-73b4110d8e5b_OT-Oxon-Profile.jpeg?auto=compress,format","size":"511150","height":"2048","width":"1536"},"description1":[{"type":"paragraph","text":"Mr. Oliver Tilleard is the Founder and Managing Partner of Oxon Capital.","spans":[]},{"type":"paragraph","text":"Oxon Capital is a fund placement agent that provides institutional investors globally access to best-in-class, niche investment managers across Latin America and the US.","spans":[]},{"type":"paragraph","text":"Prior to Oxon, Mr. Tilleard was a Senior Partner at Brunel Partners, where he raised capital and led successful primary fundraises in the US and Latin America for both emerging and top-tier asset managers across alternative asset classes. ","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=ZH7ejhYAAC8ACnH7&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=ZH7ejhYAAC8ACnH7&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":"2023-03-29T10:41:23+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":[]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"real-estate"},{"category":"hedge-funds"}]}},{"id":"ZH7cWRYAADAACmgp","uid":"brahm-pillai","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZH7cWRYAADAACmgp%22%29+%5D%5D","tags":[],"first_publication_date":"2023-06-06T07:19:06+0000","last_publication_date":"2023-06-06T07:21:50+0000","slugs":["pillai-capital"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Pillai Capital Corp Logo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/303e9b4a-969e-4376-9226-f2523722284f_Pillai+Capital+Corp+Logo.jpg?auto=compress,format","size":"4442","height":"200","width":"200"},"name":[{"type":"paragraph","text":"Pillai Capital","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Direct Deal","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/pillaicapital.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Brahm Pillai","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Executive Officer","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/brahmpillai\/","spans":[]}],"photo":{"link_type":"Media","name":"Brahm Pillai_Headshot.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/11e6cf5a-f6a6-4f41-9f27-b25ff521cd18_Brahm+Pillai_Headshot.jpg?auto=compress,format","size":"3861688","height":"2631","width":"2105"},"description1":[{"type":"paragraph","text":"Mr. Brahm Pillai is the Founder and Executive Officer of Pillai Capital, a boutique investment banking and advisory firm based in New York. Prior to launching Pillai Capital, Mr. Pillai was Managing Director at Keystone Global, where he focused on digital strategies within the investment banking and consulting divisions.","spans":[]},{"type":"paragraph","text":"\u00a0Before his pivot into investment banking, Mr. Pillai was a hedge fund professional, serving as Managing Director at SkyBridge Capital (\u201cSkyBridge\u201d), a global investment firm, from 2010 to 2022. Handling various roles over nearly twelve years, Mr. Pillai was primarily responsible for investment management, hedge fund trading, portfolio operations, F\/X, and investment risk diligence, in addition to helping the firm establish its affiliated venture group and Financial Technology platforms.","spans":[]},{"type":"paragraph","text":"\u00a0From October 2005 to July 2010, Mr. Pillai held similar investment management roles within Citigroup Alternative Investments (CAI) Hedge Fund Management Group (HFMG). SkyBridge acquired HFMG from Citigroup in July 2010.","spans":[]},{"type":"paragraph","text":"\u00a0Mr. Pillai received his M.B.A. from The Johnson School of Management at Cornell University in May 2014 and his B.A. from The Gallatin School at New York University in September 2001. Mr. Pillai received his Certified Blockchain & Finance Professional (CBFP) Certificate issued by the Blockchain Council in January 2022.","spans":[]},{"type":"paragraph","text":"\u00a0Mr. Pillai currently holds FINRA Series 7, 24, 63, 79, and 99 licenses with FINRA","spans":[{"start":77,"end":82,"type":"hyperlink","data":{"link_type":"Web","url":"finra.org"}}]}]}],"affiliate":[]}},{"id":"YY1FjxEAACAAGE-b","uid":"qmc-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&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=ZH7ejhYAAC8ACnH7&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. He focuses on raising capital for startup companies and alternative investment managers.","spans":[]},{"type":"paragraph","text":"Prior to Ridge Beech, LLC, Mr. Felman was an origination partner with Clewed, a platform for lower middle market minority-stake private placements. Previously, Mr. Felman was a business development manager at Chiral Photonics, an optical components company specializing in in-fiber functionality. He focused on sales of sensing and laser devices to energy concerns and of high-density interconnects for various domestic and international telecom, datacom, and other applications. Prior to Chiral Photonics, Mr. Felman founded and ran Telemark Group, a small seed-stage venture capital firm investing in deeptech as well as select software. He raised the initial capital for the fund and co-invested alongside numerous later-stage venture capital funds. 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=ZH7ejhYAAC8ACnH7&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=ZH7ejhYAAC8ACnH7&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":"2023-04-21T14:46:05+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. Mr. Donohue specializes in raising capital on behalf of emerging hedge fund managers focusing on niche and short alpha strategies.","spans":[]},{"type":"paragraph","text":"Prior to founding Saranac Lake Capital, Mr. Donohue was the COO for Spruce Point Capital Management, LLC, an activist short selling firm. Prior to Spruce Point Capital, Mr. Donohue was the Director of Marketing for Kerrisdale Capital Management, another short-focused research firm at the time.","spans":[]},{"type":"paragraph","text":"Prior to Kerrisdale Capital, Mr. Donohue was a pre launch Partner at Magister Ludi Capital Management, LLC, a global macro hedge fund. Prior to Magister Ludi, Mr. Donohue served in corporate strategy or product marketing positions within the investment management divisions of Citi and Deutsche Bank. Mr. Donohue began his career as an analyst with the Barra Strategic Consulting Group.","spans":[]},{"type":"paragraph","text":"Mr. Donohue received Bachelor of Arts degrees in both Mathematics and Economics from Hamilton College. Mr. Donohue is a CAIA charter holder and is a member of the Chartered Alternative Investment Analyst Association. Mr. Donohue lives in Atlanta with his wife and children.","spans":[]},{"type":"paragraph","text":"Mr. Donohue currently holds the Series 7 and 63 registrations with FINRA.","spans":[{"start":67,"end":73,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org"}}]}]},{"name1":[{"type":"paragraph","text":"Laura Horan","spans":[]}],"tag":[{"type":"paragraph","text":"Director of Marketing","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/laura-smoczynski-horan-2555b71\/","spans":[]}],"photo":{"link_type":"Media","name":"Sarnac - Laura.jfif","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/80c458bf-b2e4-457d-9b23-8f4948de2814_Sarnac+-+Laura.jfif?auto=compress,format","size":"20982","height":"372","width":"372"},"description1":[{"type":"paragraph","text":"Ms. Laura Horan serves as Director of Marketing for Saranac Lake Capital which specializes in raising capital on behalf of emerging hedge funds managers focusing on a niche and short alpha strategy.","spans":[]},{"type":"paragraph","text":"Prior to joining Saranac Lake Capital, Ms. Horan founded LJH Consulting LLC, providing business development and marketing solutions within the financial services industry. Prior to LJHC, Ms. Horan held several roles in retail and institutional sales and client services at Lord Abbett, a private investment management company.","spans":[]},{"type":"paragraph","text":"Ms. Horan received a Bachelor of Arts in International Relations from Colgate University.","spans":[]},{"type":"paragraph","text":"Ms. Horan currently holds the Series 7 and 63 with FINRA.","spans":[{"start":51,"end":57,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/finra.org"}}]}]}],"affiliate":[{"category":"private-credit"},{"category":"hedge-funds"},{"category":"private-equity"},{"category":"venture-capital"}]}},{"id":"ZEZoNxEAACkA7GxH","uid":"slopeside-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZEZoNxEAACkA7GxH%22%29+%5D%5D","tags":[],"first_publication_date":"2023-04-24T11:30:35+0000","last_publication_date":"2023-04-24T13:13:31+0000","slugs":["slopeside-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"1664977844916.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/402833bf-e549-4ea6-9cca-a32a30bb126a_1664977844916.jpg?auto=compress,format","size":"4971","height":"200","width":"200"},"name":[{"type":"paragraph","text":"Slopeside Capital, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Denver, CO","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private equity, Private Credit, Venture capital, Real estate, Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Sameer Khan","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Member","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/sameer-khan-49a742121\/","spans":[]}],"photo":{"link_type":"Media","name":"Headshot 2.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/d3fec608-35c4-4819-96a1-0a68cdec7201_Headshot+2.jpg?auto=compress,format","size":"5934911","height":"4581","width":"4094"},"description1":[{"type":"paragraph","text":"Sameer Khan is the Founder and Managing Partner of Slopeside Capital.","spans":[]},{"type":"paragraph","text":"Slopeside Capital was started as a vehicle to do what he enjoys most in his day-to-day professional life, utilizing his extensive professional network to connect investors with compelling opportunities.","spans":[]},{"type":"paragraph","text":"During Mr. Khan's professional career, he has gained meaningful experience in lending, asset management, acquisitions, and development across multi-family, industrial, senior housing, affordable housing, and retail assets. From underwriting and sourcing opportunities of all shapes and sizes, Mr. Khan has learned that there is value to\u00a0be unlocked in every step of the real estate process, from pre-development to asset management and disposition. He also believes that a thorough understanding of the motivation behind investment strategy and decision-making is essential in determining if an investment opportunity fits his clientele well.","spans":[]},{"type":"paragraph","text":"Mr. Khan graduated from the University of Wisconsin - Madison with a highly ranked undergraduate Real Estate Program degree, with an additional major in Finance, Investment, & Banking.","spans":[]},{"type":"paragraph","text":"In his free time, Mr. Khan enjoys golfing, snowboarding, tennis, and traveling.","spans":[]},{"type":"paragraph","text":"Mr. Khan currently holds Series 7 and 63 registrations with\u00a0FINRA.","spans":[{"start":60,"end":65,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"real-estate"},{"category":"private-equity"},{"category":"private-credit"}]}},{"id":"YZ0IYhUAACQAqwgV","uid":"slaine-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YZ0IYhUAACQAqwgV%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-23T15:27:34+0000","last_publication_date":"2023-03-27T11:21:21+0000","slugs":["slaine-capital-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Slaine_logo2.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/4bb624df-f124-41f7-9ba6-1a6777c4e309_Slaine_logo2.png?auto=compress,format","size":"6452","height":"90","width":"139"},"name":[{"type":"paragraph","text":"Sl\u00e1ine Capital, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Cleveland, OH","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Equity,\u00a0Hedge Funds","spans":[]}],"website":[{"type":"paragraph","text":"","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Bill Weston","spans":[]}],"tag":[{"type":"paragraph","text":"CEO & Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/bill-weston-882801a\/","spans":[]}],"photo":{"link_type":"Media","name":"Bill.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/3c82d297-7387-43cf-b189-6cd6927a2427_Bill.jpeg?auto=compress,format","size":"108557","height":"800","width":"800"},"description1":[{"type":"paragraph","text":"Mr. Bill Weston is the CEO & Founder of Sl\u00e1ine Capital LLC. Mr. Weston focuses his efforts on capital raising activities for alternative investment managers with niche and non-correlated strategies.","spans":[]},{"type":"paragraph","text":"Prior to forming Sl\u00e1ine Capital LLC, Mr. Weston was a Vice President with Key Private Bank where he was responsible for new business development while providing advisory services to high net worth families and institutional clients. Prior to Key Private Bank, Mr. Weston was a Vice President with J.P. Morgan Private Bank where he led a team focused on business development and providing comprehensive investment management advisory services to family offices, foundations and endowments, and institutional clients. While at J.P. Morgan Private Bank, Mr. Weston raised capital for select top-tier private equity, venture capital, and multi-strategy hedge funds. Prior to J.P. Morgan Private Bank, Mr. Weston served as an equity trader for KeyBanc Capital Markets where he managed all aspects of equity trading coverage for his institutional clients.","spans":[]},{"type":"paragraph","text":"Mr. Weston graduated from Hiram College with a B.A.in Political Science. Mr. Weston earned his Master\u2019s Degree with a concentration in International Business from the University College Dublin in Dublin, Ireland. Mr. Weston earned the Certified Wealth Strategist (CWS) designation, and Mr. Weston is also an Ironman Athlete and avid cyclist and triathlete. Mr. Weston lives with his wife and son in Cleveland, Ohio.","spans":[]},{"type":"paragraph","text":"Mr. Weston currently holds the Series 7 and 66 registrations with FINRA.","spans":[{"start":66,"end":71,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-credit"},{"category":"private-equity"},{"category":"real-estate"}]}},{"id":"YZ0IihUAACMAqwjJ","uid":"tamaskia-capital-group-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YZ0IihUAACMAqwjJ%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-23T15:28:14+0000","last_publication_date":"2022-09-19T15:16:12+0000","slugs":["tamaskia-capital-group-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Tamaskia_logo2.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/ac1ca8ac-bbf8-49d6-8ed8-3ca80b184a2b_Tamaskia_logo2.png?auto=compress,format","size":"123531","height":"141","width":"958"},"name":[{"type":"paragraph","text":"Tamaskia Capital Group, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Mexico City, Mexico","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Credit and Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Saskia Ventujol","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner & Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/saskia-ventujol\/","spans":[]}],"photo":{"link_type":"Media","name":"Tamaskia - Saskia.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/a1ae6ead-0568-4fce-9d06-074bed66570b_Tamaskia+-+Saskia.png?auto=compress,format","size":"221913","height":"500","width":"500"},"description1":[{"type":"paragraph","text":"Ms. Saskia Ventujol is the Managing Partner and Founder of Tamaskia Capital Group, LLC. Tamaskia focuses on capital raising for alternative investment managers; as well as on opportunities in the ESG space, blockchain, psychedelic therapies, mindfulness and health & wellness.","spans":[]},{"type":"paragraph","text":"Prior to launching Tamaskia Capital Group, Ms. Ventujol was Vice President at Fortress Investment Group LLC, a global alternative investments management firm headquartered in New York City. At Fortress, Ms. Ventujol worked as a product specialist for Michael Novogratz\u2019s macro hedge fund in New York City and later joined Pete Briger\u2019s private credit group in New York and San Francisco, where she raised money for a variety of opportunities in the credit space, including PE style funds and co-investments.","spans":[]},{"type":"paragraph","text":"Before Fortress, Ms. Ventujol worked as a hedge fund research analyst within HSBC\u2019s alternative investments group in New York, where she conducted in-depth due diligence on hedge fund investments and negotiated capacity for HSBC\u2019s $38bn hedge fund business. Prior to moving to New York, Ms. Ventujol started her HSBC career at the firm\u2019s London and Hong Kong offices.","spans":[]},{"type":"paragraph","text":"Ms. Ventujol graduated from Oxford University with a B.A. (Honors) degree in economics and management. She also obtained an Msc. in Global Media and Communications from the London School of Economics and an M.A. in Global Communication from the University of Southern California.","spans":[]},{"type":"paragraph","text":"Ms. Ventujol is fluent in English, French, Spanish and Luxembourgish; and is intermediate in German. She also co-founded a social networking application called ICBRKR. Ms. Ventujol is very passionate about wildlife and nature; and loves scuba diving, hiking, Muay Thai and yoga.","spans":[]},{"type":"paragraph","text":"Ms. Ventujol currently holds the Series 7 and 63 registrations with\u00a0FINRA.","spans":[{"start":68,"end":73,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/"}}]}]}],"affiliate":[{"category":"venture-capital"}]}},{"id":"YY1GsxEAACAAGFUm","uid":"thandeka-capital-partners-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1GsxEAACAAGFUm%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:37:10+0000","last_publication_date":"2023-03-07T11:26:31+0000","slugs":["thandeka-capital-partners-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"thandeka capital logo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/afef5337-0503-4680-af50-6ecad7e0ea28_thandeka+capital+logo.jpg?auto=compress,format","size":"7797","height":"118","width":"118"},"name":[{"type":"paragraph","text":"Thandeka Capital Partners, LLC","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Impact Focused Funds of Asset Management Firms","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Erin Summe","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/erin-summe-94b77216\/","spans":[]}],"photo":{"link_type":"Media","name":"Erin.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/21afaac4-2ff2-4674-b745-472ad1b06102_Erin.jpeg?auto=compress,format","size":"95051","height":"800","width":"800"},"description1":[{"type":"paragraph","text":"Ms. Erin Summe is the Founder & Managing Partner at Thandeka Capital Partners. Thandeka Capital Partners is a platform that identifies, partners with, and raises capital for socially and environmentally sustainable investment funds around the world.","spans":[]},{"type":"paragraph","text":"Thandeka Capital Partners was launched in 2020 as a natural extension of another company that Erin founded, Thandeka Travel, which is an Africa-based company that connects impact investors directly with local organizations addressing clean energy, healthcare, and education. Through intimate immersions, Thandeka aims to create relationships and dialogues that will allow funders to better understand the needs of a community and what kind of solutions will work within a unique context.","spans":[]},{"type":"paragraph","text":"Ms. Summe previously spent 5 years at Morgan Stanley as a trader in Equity Derivatives and 3 years in the Cape Town area of South Africa working with a non-profit in HIV prevention.","spans":[]},{"type":"paragraph","text":"Ms. Summe earned a BA in Economics from Georgetown University, and an MBA in Finance from London Business School. ","spans":[]},{"type":"paragraph","text":"Ms. Summe currently holds her Series 7 & 63 licenses with FINRA.","spans":[{"start":58,"end":64,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"}]}},{"id":"YY1G2hEAACMAGFXc","uid":"titanium-capital-group","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1G2hEAACMAGFXc%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:37:50+0000","last_publication_date":"2022-09-19T15:22:17+0000","slugs":["titanium-capital-group","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Titanium_logo2.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/60d267f9-4218-4f5b-b789-57d2a4282da9_Titanium_logo2.jpg?auto=compress,format","size":"5794","height":"36","width":"150"},"name":[{"type":"paragraph","text":"Titanium Capital Group","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Direct Transactions","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Charles Schwartz III","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/charles-schwartz-6344a48","spans":[]}],"photo":{"link_type":"Media","name":"c.schwartz_-_website_photo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/bf3b9cc4-bb0b-4e8e-bcae-c4478d2bb913_c.schwartz_-_website_photo.jpg?auto=compress,format","size":"3072","height":"121","width":"104"},"description1":[{"type":"paragraph","text":"Mr. Schwartz is the founder and Managing Partner of Titanium Capital Group. Mr. Schwartz has developed and executed a variety of unique solutions and structured transactions throughout his 30-year career in derivatives, structured products, and alternative investments.","spans":[]},{"type":"paragraph","text":"He started his career in 1985 at Bankers Trust, where he originated foreign currency structured products for the Market Transactions Group. From 1987-1993, he managed the marketing efforts of one of the financial affiliates of AIG. From 1993-1995, he managed the derivatives marketing business at Goldman Sachs for all capital markets clients. From 1996-1998, Mr. Schwartz worked at Union Bank of Switzerland (UBS) to manage the Global Strategic Financial Products Group, a cross-product group dedicated to solving client solutions. He re-joined AIG in 1999 to build and manage the structured products business at its hedge fund affiliate, AIG Trading Group, for 4 years until he started Titanium Capital in 2003.","spans":[]},{"type":"paragraph","text":"Mr. Schwartz received his BA summa cum laude from Tufts University in 1981, an MA in International Affairs from Johns Hopkins University in 1984, and an MBA from The Wharton School, University of Pennsylvania in 1985. ","spans":[]},{"type":"paragraph","text":"Mr. Schwartz currently holds the Series 3, 7, 63 and 79 registrations with FINRA.","spans":[{"start":75,"end":80,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/FINRA.org","target":"_blank"}}]}]}],"affiliate":[{"category":"private-equity"},{"category":"private-credit"}]}},{"id":"YY1HEBEAACIAGFbV","uid":"torrey-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1HEBEAACIAGFbV%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:38:43+0000","last_publication_date":"2023-01-25T21:41:11+0000","slugs":["torrey-capital","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"TorreyCapital_logo3.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/b32f2f52-d326-48f9-b032-b51185db2cbc_TorreyCapital_logo3.jpg?auto=compress,format","size":"7175","height":"64","width":"150"},"name":[{"type":"paragraph","text":"Torrey Capital","spans":[]}],"location":[{"type":"paragraph","text":"San Diego, CA","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Real Estate, Hedge Funds, Private Equity","spans":[]}],"website":[{"type":"paragraph","text":"torreycapital.com","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Rana Prasad, CAIA","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & President","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/rana-prasad-caia-356728","spans":[]}],"photo":{"link_type":"Media","name":"stonehaven_rana-prasad.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/656a5b08-44dd-460d-a0ec-f54156afc9f4_stonehaven_rana-prasad.jpg?auto=compress,format","size":"25583","height":"120","width":"105"},"description1":[{"type":"paragraph","text":"Mr. Rana Prasad is the Founder and President of Torrey Capital. Mr. Prasad leads Torrey Capital Group's capital raising efforts on behalf of distinctive managers specializing in real estate and private equity funds. Prior to launching Torrey Capital, Mr. Prasad was an executive at Equastone, a private equity real estate firm, where he focused on building the firm's relationships with RIAs, family offices, high net worth individuals, and the institutional investment community. Mr. Prasad previously spent years on Wall Street trading equities and also marketing sophisticated, hedged investments and arbitrage strategies to institutional investors. Mr. Prasad has raised over $2 billion in assets during his career.","spans":[]},{"type":"paragraph","text":"Prior to working in the financial services industry, Mr. Prasad played a key executive\/sales role in an internet start-up company and also worked for Ernst & Young as a management consultant.","spans":[]},{"type":"paragraph","text":"Mr. Prasad earned a B.S. in Systems Engineering from the University of Pennsylvania with a concentration in Finance and Management. Mr. Prasad is a CAIA charter holder and a member of the Chartered Alternative Investment Analyst Association. Mr. Prasad serves as a frequent public speaker on the topic of real estate and alternative investments. Currently, ","spans":[]},{"type":"paragraph","text":"Mr. Prasad holds the Series 7, 24, 55, 63, and 79 registrations with FINRA.","spans":[{"start":69,"end":74,"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":"YY1HNhEAACIAGFeH","uid":"uncommon-capital-group-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1HNhEAACIAGFeH%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:39:21+0000","last_publication_date":"2022-09-20T07:41:22+0000","slugs":["uncommon-capital-group-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Uncommon Capital Logo with Name.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/8451cb46-4d55-441e-bb8b-46aa80505daa_Uncommon+Capital+Logo+with+Name.png?auto=compress,format","size":"7165","height":"160","width":"196"},"name":[{"type":"paragraph","text":"Uncommon Capital Group, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Chicago, IL","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Real Estate and Opportunistic","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Ben Harris","spans":[]}],"tag":[{"type":"paragraph","text":" Founder & CEO","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/benjaminharris1\/","spans":[]}],"photo":{"link_type":"Media","name":"Ben.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/0e85954a-3ad8-401e-9acd-6c6438d07956_Ben.jpeg?auto=compress,format","size":"43680","height":"653","width":"653"},"description1":[{"type":"paragraph","text":"Mr. Ben Harris has an established track record of raising capital from institutional investors, registered investment advisors, family offices and high-net-worth individuals. In addition to being the Founder & CEO of Uncommon Capital Group, he serves as a Senior Vice President at CRG, a leading national real estate developer.","spans":[]},{"type":"paragraph","text":"Prior to CRG, Mr. Harris served as Vice President of Investor Relations and Business Development at Origin Investments, a Chicago-based real estate investment firm, where he raised more than $350 million of investor capital and expanded the firm\u2019s local footprint to a national one. Before Origin, Ben was one of the first employees at Starwood Retail Partners, a subsidiary of Starwood Capital that is now one of the largest managers of regional malls in the United States.","spans":[]},{"type":"paragraph","text":"Mr. Harris holds a Bachelor of Business Administration in Real Estate and Urban Land Economics from the University of Wisconsin-Madison. Mr. Harris remains active in the University as a member of the Wisconsin Real Estate Alumni Association and as a mentor in the Wisconsin Real Estate Mentorship Program.","spans":[]},{"type":"paragraph","text":"Mr. Harris is currently pursuing his Series 7 and Series 63 registrations with FINRA.","spans":[{"start":79,"end":84,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"real-estate"}]}},{"id":"Y-OyGxEAAC4AYQLA","uid":"valci-capital-group-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y-OyGxEAAC4AYQLA%22%29+%5D%5D","tags":[],"first_publication_date":"2023-02-08T14:32:59+0000","last_publication_date":"2023-02-08T14:32:59+0000","slugs":["valci-capital-group-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Valci Capital.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/c4af45fb-7532-48a9-80cf-ea09ce682297_Valci+Capital.png?auto=compress,format","size":"12366","height":"200","width":"192"},"name":[{"type":"paragraph","text":"Valci Capital Group, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Atlanta, GA","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit, Real Estate, Infrastructure, Venture Capital, Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/valcicapital.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Andrew Mirolli","spans":[]}],"tag":[{"type":"paragraph","text":"President & CEO","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/andrew-d-mirolli-7a304259\/","spans":[]}],"photo":{"link_type":"Media","name":"Andrew - Valci.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/a9d76e91-ec26-4dfe-910f-ff3db0993c6f_Andrew+-+Valci.jpeg?auto=compress,format","size":"2121671","height":"3613","width":"2709"},"description1":[{"type":"paragraph","text":"Mr. Andrew Mirolli serves as the CEO and President of Valci Capital Group.\u00a0","spans":[]},{"type":"paragraph","text":"Valci Capital Group is a preeminent distribution platform in finance. They possess over eight years of experience in obtaining capital for a diverse array of investment prospects, showcasing a distinguished history in the oil and gas, private real estate, and off-market renewable infrastructure domains.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Mirolli consistently secures lucrative investments for buyers. He customizes his approach to meet the specific financial objectives of each client, dedicating himself to their success. He remains knowledgeable of industry advancements and actively seeks new opportunities to deliver value to Family Offices worldwide.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Mirolli has extensive experience collaborating with investors across the US, forming a vast network of industry contacts and a reputation for exceptional outcomes. He adopts a tailored approach to each buyer, meticulously comprehending their particular aspirations and tirelessly pursuing their realization. Beyond his exceptional capital-raising record, Mr. Mirolli is recognized for his commitment to keeping abreast of industry advancements and identifying new avenues to benefit clients, making him a valuable contributor to investment groups.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Mirolli has a B.A. from Terry College of Business at the University of Georgia, majoring in Real Estate. He also completed the International Program in Management with FGV EAESP.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Mirolli is an avid sailor with current ASA 101 and 102 certifications, making him a captain in the sport.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Mirolli currently holds Series 7 and 63 certifications with FINRA.\u00a0","spans":[{"start":64,"end":69,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-equity"},{"category":"private-credit"},{"category":"infrastructure"},{"category":"venture-capital"},{"category":"real-estate"}]}},{"id":"YY1HfxEAACAAGFja","uid":"walworth-group-inc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1HfxEAACAAGFja%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:40:34+0000","last_publication_date":"2023-01-05T17:37:05+0000","slugs":["walworth-group-inc.","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"WalworthGroup_logo3.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/ae01dcc9-1f17-4330-ac8f-afd70334dac8_WalworthGroup_logo3.jpg?auto=compress,format","size":"5093","height":"41","width":"150"},"name":[{"type":"paragraph","text":"Walworth Group, Inc.","spans":[]}],"location":[{"type":"paragraph","text":"Scarsdale, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":" Private Equity, Hedge Fund, Private Credit, Real Estate, Infrastructure, Venture Capital, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Jeff Radov","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & President","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/jeff-radov-9751a116\/","spans":[]}],"photo":{"link_type":"Media","name":"Jeff.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/1a46c3e0-ee58-4157-a136-554170a202ef_Jeff.png?auto=compress,format","size":"1943033","height":"2048","width":"2048"},"description1":[{"type":"paragraph","text":"Mr. Radov is an entrepreneur and businessman with 45 years of experience in media, communications, and financial endeavors.","spans":[]},{"type":"paragraph","text":"Mr. Radov is the President of Walworth Group, Inc., providing consulting and advisory services primarily to small- and medium-sized businesses.\u00a0 Walworth Group also acts as a third-party marketer for hedge funds and private equity funds.\u00a0 While industry agnostic, Walworth Group has served clients in media, entertainment, and Internet companies, financial services firms, and operating companies ranging from component manufacturers to the construction industry. 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=ZH7ejhYAAC8ACnH7&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"}]}},{"id":"ZCL1NREAAC4ACJWq","uid":"witherspoon-partners","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZCL1NREAAC4ACJWq%22%29+%5D%5D","tags":[],"first_publication_date":"2023-03-28T14:30:46+0000","last_publication_date":"2023-03-28T14:30:46+0000","slugs":["witherspoon-partners"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"witherspoon_logo.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/e6355ebd-3171-44b2-ac28-fc758c8a0e32_witherspoon_logo.png?auto=compress,format","size":"8727","height":"76","width":"612"},"name":[{"type":"paragraph","text":"Witherspoon Partners","spans":[]}],"location":[{"type":"paragraph","text":"Princeton, NJ","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":"http:\/\/witherspoonpartners.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Keith Danko","spans":[]}],"tag":[{"type":"paragraph","text":"Founding Partner and Managing Member","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/keith-danko-20a33a47\/","spans":[]}],"photo":{"link_type":"Media","name":"keith - Witherspoon Partners.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/356b1896-b5de-4985-b171-16fa6a27ce8f_keith+-+Witherspoon+Partners.jpg?auto=compress,format","size":"2794565","height":"4578","width":"4577"},"description1":[{"type":"paragraph","text":"Mr. Keith Danko is the Founding Partner and Managing Member of Witherspoon Partners.\u00a0","spans":[]},{"type":"paragraph","text":"Witherspoon Partners works with alternative managers to develop opportunities in various asset classes, including private equity, real estate, venture, shipping, and hedge fund strategies. They provide strategic consulting services, with an emphasis on marketing, to asset management firms of all sizes seeking to grow their business. Witherspoon Partners\u2019 expertise reflects an extensive background in launching, allocating to, and advising emerging managers. Mr. Danko has launched, allocated to, and advised dozens of such funds.\u00a0","spans":[]},{"type":"paragraph","text":"\u00a0Prior to founding Witherspoon Partners, Mr. Danko served as CEO of CQS US and was also a Partner at Titan Capital. At CQS he managed the launch of the US business, including SEC registration, and established the CQS brand and marketing effort in the Americas. At Titan, he embarked upon a turnaround of the firm, including developing the Titan Asia Fund and the Hong Kong office, working with Hong Kong, Singapore, and Japanese investors and regulatory regimes.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Danko began his career at Goldman Sachs, where he served as an Executive Director and headed international mortgage securities. A pioneer in the global asset securitization market, he developed the first UK sterling multi-tranche mortgage issue and the first UK auto receivables securitization. Mr. Danko introduced and sold the first UK subordinated mortgage securities into the Japanese institutional market. These transactions were the first pound sterling mandates for UK issuers in the history of Goldman Sachs. After seven years at Goldman, he left to found Minnisink Partners, the registered investment advisor Witherspoon Investment Management, and the software company Tachyon Systems.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Danko earned a BA from Duke University and an MBA from Harvard University and is a graduate of The Lawrenceville School. He is a regular contributor to\u202fSmartBlogs\/SmartBriefs on Leadership,\u202fand has published numerous research pieces including in 2005 the influential white paper,\u202fPortable Alpha: An Updated Perspective.\u00a0\u00a0","spans":[{"start":156,"end":192,"type":"em"},{"start":156,"end":193,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/us-east-2.protection.sophos.com\/?d=smartblogs.com&u=aHR0cDovL3d3dy5zbWFydGJsb2dzLmNvbS90YWcvS2VpdGgtRGFua28=&p=m&i=NjFiYmI1ZWE2NmY2ZGEwZTQzNmI4NDY3&t=RExzcWhqaHdDTXpBQWRRSmZPSkdRVkhwSGQ5M01WT0pidkUrTzJ4aXYvZz0=&h=c8301d6078fd49d4b11e223ab61b40ed&s=AVNPUEhUT0NFTkNSWVBUSVaS1BkdVNq9N1xHqFJiUi53jJeqo2F-M2iqiFwvUfQqxg%22%20\\t%20%22_blank","target":"_blank"}},{"start":284,"end":322,"type":"em"}]},{"type":"paragraph","text":"Mr. Danko currently holds series 3, 7, 24, 63, 65 and 79 registrations with FINRA.\u00a0","spans":[{"start":76,"end":81,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"real-estate"},{"category":"hedge-funds"},{"category":"private-equity"},{"category":"private-credit"},{"category":"venture-capital"},{"category":"infrastructure"}]}},{"id":"ZEFdAxEAACwA1o6H","uid":"wolf-harbor-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZEFdAxEAACwA1o6H%22%29+%5D%5D","tags":[],"first_publication_date":"2023-04-20T15:40:55+0000","last_publication_date":"2023-04-20T17:20:56+0000","slugs":["wolf-harbor-capital"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"wolfharborcapitallogo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/dbeb338b-6c72-4f5f-8b98-7927c71cb8b0_wolfharborcapitallogo.jpg?auto=compress,format","size":"22763","height":"225","width":"704"},"name":[{"type":"paragraph","text":"Wolf Harbor Capital","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Fund, Private Equity, Venture Capital, Direct Deal","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Jon Landry","spans":[]}],"tag":[{"type":"paragraph","text":"Founding Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/jon-landry-057405139\/","spans":[]}],"photo":{"link_type":"Media","name":"Jon Landry - Wolf Harbor Capital 1.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/f0aa60a0-d649-4dcb-b009-37230ef9753a_Jon+Landry+-+Wolf+Harbor+Capital+1.jpg?auto=compress,format","size":"1091216","height":"3071","width":"2838"},"description1":[{"type":"paragraph","text":"Mr. Jon Landry is the Founding Partner of Wolf Harbour Capital LLC.\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Wolf Harbor Capital focuses on assisting startups and equity holders (employees, family office investors, and financial institutions) with sourcing private investment offerings. The firm also partners with select Middle Market Private Equity managers and Fintech Venture Funds to provide strategic consulting, buy-side sourcing, and business development services.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Landry began his career as a Private Equity analyst before moving to a global broker-dealer, where he served as Head of Business Development and Strategic Advisor. In this role, he won multiple cross-border trading mandates and established an institutional private resale trading business. In addition he acted as internal investment banker during the sale process, maximized valuation, and advised on every step of the transaction. State Street announced the acquisition in March of 2023. Mr. Landry later transitioned to a Corporate Development role where he led a direct sourcing campaign for a Fintech Technology startup targeting software development businesses in the US, LAT AM, and Eastern Europe.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Landry earned a B.A. from Bowdoin College and an M.B.A. from Caledonian Business School.\u202f\u00a0","spans":[]},{"type":"paragraph","text":"As a former professional ice hockey player (New York Islanders\/Washington Capitals), he is passionate about helping NCAA and professional athletes transition into finance.\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Landry currently holds Series 7 and 63 registrations with\u00a0FINRA.\u00a0","spans":[{"start":62,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/us-east-2.protection.sophos.com\/?d=finra.org&u=aHR0cDovL2ZpbnJhLm9yZy8=&p=m&i=NjE5ZDc2NDliM2ZjOGMwZTFjMTlhYjE1&t=NW94YnJQKzBjazdNeGROcXAzM1VQTHlkelp4eWxHVTUzR0tnVDB4dnNVND0=&h=01194dd61df14e0e94aa60a7e0d08b63&s=AVNPUEhUT0NFTkNSWVBUSVa5G5tgeEv0g_jlL4EVg_5nQZt4g_bkdAsBd-n4NFQD4A","target":"_blank"}}]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-equity"},{"category":"venture-capital"}]}}]

Your global capital markets FinTech platform

The Nexus of Capital and Opportunity™

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

Broker-Dealer Services

Collaboration

Sales Management

Investment Offering Marketplace

Email Marketing Services

Data

Supporting Foundation

Identify Talent

Infrastructure

Sales Management

Data

Sourcing & Diligence

Infrastructure

Collaboration

We have a diverse community of Affiliate Partners

Brahm Pillai, Founder & Executive Officer of Pillai Capital, Joins Stonehaven’s Affiliate Platform

Matt Johns, Principal of HoneyHive Capital, Joins Stonehaven’s Affiliate Platform

Wharton FinTech Podcast: David Frank, Founder & CEO of Stonehaven - Creating the Nexus of Capital and Opportunity

M&A Talk Podcast: Digging Into the World of Fintech and Private Capital Markets

Jon Landry, Founder Partner of Wolf Harbor Capital, LLC, Joins Stonehaven’s Affiliate Platform

Sameer Khan, Managing Member of Slopeside Capital, LLC, Joins Stonehaven’s Affiliate Platform

Mark Sullivan and Vik Magdani Interview at the ACG NY 15th Annual Healthcare Conference | March 2023

Matt Mlinarich, Founder of MKAM, LLC, Joins Stonehaven’s Affiliate Platform

11:FS Fintech Insider Podcast: EP. 722-How do you choose the right investment path for your business?

Keith Danko, Founding Partner and Managing Member of Witherspoon Partners, Joins Stonehaven’s Affiliate Platform

Brahm Pillai, Founder & Executive Officer of Pillai Capital, Joins Stonehaven’s Affiliate Platform

Matt Johns, Principal of HoneyHive Capital, Joins Stonehaven’s Affiliate Platform

Wharton FinTech Podcast: David Frank, Founder & CEO of Stonehaven - Creating the Nexus of Capital and Opportunity

Your global
capital markets
FinTech platform

The Nexus
of Capital and
Opportunity™

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

We have a diverse community of
Affiliate Partners