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.

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210+ INVESTMENT OPPORTUNITIES

venture
capital

venture capital

29 Managers
70 Direct Deals

private
equity

private equity

15 Managers
13 Direct Deals

private
credit

private credit

20 Managers
7 Direct Deals

real
estate

real estate

26 Managers
26 Direct Deals

infra-
structure

infrastructure

Coming soon

hedge
funds

hedge funds

25 Managers

long-
only

long-only

1 Managers

public
companies

public companies

Coming soon

venture capital

29 Managers
70 Direct Deals

private equity

15 Managers
13 Direct Deals

private credit

20 Managers
7 Direct Deals

real estate

26 Managers
26 Direct Deals

infrastructure

Coming soon

hedge funds

25 Managers

long-only

1 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

100+

Affiliate
Partners

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

100+

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

100+

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.

Rob Lingle of Pacific Alternative Investments LLC, Joins Stonehaven’s Affiliate Platform.

Sep 18, 2023

Christian Wood of Solomon Gideon Capital, Joins Stonehaven’s Affiliate Platform.

Sep 18, 2023

Johnny Ruiz of Solomon Gideon Capital, Joins Stonehaven’s Affiliate Platform.

Sep 18, 2023

Samuel Kelly of Solomon Gideon Capital, LLC, Joins Stonehaven’s Affiliate Platform.

Sep 04, 2023

Amanda Rice of Amanda Rice Consulting, Joins Stonehaven’s Affiliate Platform

Aug 16, 2023

John Degen of Fusion Growth Capital, LLC, Joins Stonehaven’s Affiliate Platform.

Aug 10, 2023

Jason DiNozzi of Catch Capital, LLC, Joins Stonehaven’s Affiliate Platform

Aug 10, 2023

Jason Kirby of Thunder X Capital, LLC, Joins Stonehaven’s Affiliate Platform

Aug 03, 2023

Derek James Carroll of High Peaks Capital Securities, LLC, Joins Stonehaven’s Affiliate Platform

Jul 27, 2023

Code Story Podcast - Bonus: David Frank, Stonehaven

LATEST NEWS

Sep 19, 2023

Rob Lingle of Pacific Alternative Investments LLC, Joins Stonehaven’s Affiliate Platform.
read more
Sep 18, 2023

Christian Wood of Solomon Gideon Capital, Joins Stonehaven’s Affiliate Platform.
read more
Sep 18, 2023

Johnny Ruiz of Solomon Gideon Capital, Joins Stonehaven’s Affiliate Platform.
read more

SEE ALL NEWS

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Additionally, she has acquired valuable experience in the pharmaceutical and banking sectors, honing her skills in communication, negotiation, and problem-solving. She is deeply committed to delivering exceptional value and service to her clients and partners, continuously seeking opportunities for growth and development within her area of expertise. Emphasizing the importance of collaboration, she believes in empowering diverse and talented teams to achieve their aspirations and unlock their full potential.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"In 2017, utilizing her network and extensive personal & professional experience, Amanda founded The Chick Mission\u00a0\u2014 a non-profit organization dedicated to changing the lives of women newly diagnosed with cancer in real time. The organization is focused on educating patients about the effects of cancer treatment on fertility, providing need-based grants to hundreds of women to cover the cost of egg freezing and they are very active in advocacy efforts to change the landscape for young adults with cancer. 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They leverage an extensive network of private investors and industry leaders to connect\u00a0founders with the capital and expertise necessary to grow in the modern economy.","spans":[]},{"type":"paragraph","text":"Mr. Okun has held positions as the Director of QW Ventures and Strategas Securities. Additionally, he has served as a Senior Examiner at FINRA. Through his diverse experiences, Mr. Okun has worked with investors by providing clarity in a rather opaque market. He works to always provide a premier level of client service by assisting investors and shareholders in navigating the private (pre-IPO) market. He focuses on providing liquidity discreetly and efficiently to shareholders of privately held companies while delivering unique access to pre-IPO deal flow to his institutional investor client base.","spans":[]},{"type":"paragraph","text":"Mr. Okun also provides institutional investors with opportunities to transact in private shares in late-stage venture-backed companies.","spans":[]},{"type":"paragraph","text":"Mr. Okun holds both Bachelor\u2019s and Master\u2019s Degrees in Accounting from Wagner College. 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","spans":[]},{"type":"paragraph","text":"Mr. Magowan is an honors graduate with a Bachelor of Arts from Harvard University and earned a Master of Business Administration from the International Institute for Management Development (IMD).\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Magowan holds Series 7 and 63 registrations with FINRA.","spans":[{"start":53,"end":58,"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=ZQ0_vhIAACgA33Ts&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":"2023-06-22T07:56:39+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. 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","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=ZQ0_vhIAACgA33Ts&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":"2023-09-11T08:18:57+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. 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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. 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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 holds Series 7, 55, 63 and 66 registrations with FINRA.","spans":[{"start":69,"end":74,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.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=ZQ0_vhIAACgA33Ts&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":"2023-06-22T10:22:09+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. 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","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 series 3, 7, 24, and 63 registrations with\u00a0FINRA.","spans":[{"start":59,"end":65,"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=ZQ0_vhIAACgA33Ts&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":"2023-06-22T10:23:14+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 Series 7 and 63 registrations with\u00a0FINRA.","spans":[{"start":63,"end":68,"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=ZQ0_vhIAACgA33Ts&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":"2023-06-22T10:26:17+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 Series 7 & Series 63 registrations with\u00a0FINRA.","spans":[{"start":70,"end":75,"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=ZQ0_vhIAACgA33Ts&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":"2023-06-22T08:07:29+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 holds 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=ZQ0_vhIAACgA33Ts&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":"2023-08-10T14:31:44+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 Series 7, 24, 63, and 99 registrations with\u202fFINRA.\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=53ae47ddb91b439d8a4bca2f13fd9b5f&s=AVNPUEhUT0NFTkNSWVBUSVZ3enla5FIfkyeyfIrZp1QIsvJQDTm-pgaOYGPcZta5Ug","target":"_blank"}}]}]},{"name1":[{"type":"paragraph","text":"Jason DiNozzi","spans":[]}],"tag":[{"type":"paragraph","text":"Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/jason-dinozzi-cfa-86117962\/","spans":[]}],"photo":{"link_type":"Media","name":"Jason DiNozzi.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/eed2a82c-1ac4-4558-9c12-8b91b2dce807_Jason+DiNozzi.jpg?auto=compress,format","size":"14646","height":"325","width":"325"},"description1":[{"type":"paragraph","text":"Mr. Jason DiNozzi is a Partner of Catch Capital LLC.","spans":[]},{"type":"paragraph","text":"Catch Capital offers direct investment\u202fopportunities in private debt transactions, in growth stage\u202fUS and international companies, and partnership interests in hedge funds, private equity funds, private credit funds, SMAs, M&A, and infrastructure projects.","spans":[]},{"type":"paragraph","text":"Mr. DiNozzi is also the Managing Director of Interglobal Asset Management, LLC, and focuses his efforts on advisory work relating to private markets deal transactions, with a focus on sustainable tech and agriculture, as well as tech, EV, and wellness M&A targets for his large clients. As Managing Director of Interglobal, Mr. DiNozzi has advised on over $2B USD in transactions. Previously, Mr. DiNozzi was CEO of an award-winning US-based quanta-mental strategy fund. In addition, he served as an advisor on several billion dollar+ debt transactions and also advised on M&A transactions, including advising an M&A deal between 2 global publicly traded companies. Prior to his experience with Interglobal, Mr. DiNozzi ran Empire FG a US-based advisory firm for systematic market risk mitigation and commodities-related advice. Mr. DiNozzi was also responsible for managing a sales force of associated persons in excess of 20 reps. Prior to Empire FG, Mr. DiNozzi was a senior vice president of Madison Financial. In all groups Mr. DiNozzi was associated with, he grew the client and AUM base as a top performer.","spans":[]},{"type":"paragraph","text":"Mr. DiNozzi studied Aviation Science at Bridgewater State University and Communications at UCLA & UCLA Extension. 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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=ZQ0_vhIAACgA33Ts&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":"2023-06-22T10:27:24+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. 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","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 Series 7, 31, and 63 licenses registrations with FINRA.","spans":[{"start":78,"end":83,"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=ZQ0_vhIAACgA33Ts&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":"2023-06-26T11:37:13+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. 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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). 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","spans":[]},{"type":"paragraph","text":"Mr. Cook currently holds Series , 63, and 24 registrations with\u00a0FINRA.","spans":[{"start":64,"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"}]}},{"id":"ZMDtcBEAAC8AUTBc","uid":"steve-williams","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZQ0_vhIAACgA33Ts&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZMDtcBEAAC8AUTBc%22%29+%5D%5D","tags":[],"first_publication_date":"2023-08-10T14:54:03+0000","last_publication_date":"2023-08-10T15:01:13+0000","slugs":["distribution-bridges-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Distribution Bridges LLC Logo.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/16600d88-6009-419e-a87c-35f0c0ae7e38_Distribution+Bridges+LLC+Logo.png?auto=compress,format","size":"9431","height":"720","width":"1280"},"name":[{"type":"paragraph","text":"Distribution Bridges, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Hollywood, FL","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge fund, Private Credit, Private equity, Real estate, and Infrastructure fund.","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Steve Williams","spans":[]}],"tag":[{"type":"paragraph","text":"Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/steve-williams-3252bb14\/","spans":[]}],"photo":{"link_type":"Media","name":"1516528573354 (1).jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/0152ee30-de7f-4c52-bea0-5d0379000f7a_1516528573354+%281%29.jpg?auto=compress,format","size":"15155","height":"321","width":"321"},"description1":[{"type":"paragraph","text":"Mr. Steve Williams is the Founder of Distribution Bridges. 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","spans":[]},{"type":"paragraph","text":"Mr. Williams is married with four children living in London and South Florida.\u00a0Based in Hollywood, Florida, Mr. Williams is a natural team-builder.\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Williams holds series 7 and 66 registrations with FINRA, as well as authorization with the UK\u2019s Financial Conduct Authority.\u00a0 ","spans":[{"start":54,"end":59,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}},{"start":100,"end":128,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.fca.org.uk\/"}}]}]}],"affiliate":[{"category":null}]}},{"id":"Y-PLphEAACsAYXeC","uid":"dogwood-pecan","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZQ0_vhIAACgA33Ts&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":"2023-06-22T10:34:21+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. 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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. 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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 Series 3, 7, and 63 registrations with\u00a0FINRA.","spans":[{"start":66,"end":71,"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 Series 7, and is pursuing the Series 63 registrations with\u00a0FINRA.","spans":[{"start":86,"end":91,"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=ZQ0_vhIAACgA33Ts&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":"2023-06-22T10:39:51+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. 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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=ZQ0_vhIAACgA33Ts&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":"2023-06-22T10:40:51+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":"ZNS8fxIAACsAFA89","uid":"fusion-growth-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZQ0_vhIAACgA33Ts&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZNS8fxIAACsAFA89%22%29+%5D%5D","tags":[],"first_publication_date":"2023-08-17T14:33:16+0000","last_publication_date":"2023-08-17T15:38:46+0000","slugs":["fusion-growth-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Fusion Growth Capital logo.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/59dc4ce4-012d-43a9-ad40-86259c6737b7_Fusion+Growth+Capital+logo.png?auto=compress,format","size":"9679","height":"720","width":"1280"},"name":[{"type":"paragraph","text":"Fusion Growth Capital, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Stoney Brook, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Credit, Real Estate, Infrastructure, Venture Capital, and Direct Deals.","spans":[]}],"website":[],"poc":[{"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":"degens.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/dc36838f-52f4-4be9-a90b-c409fa0daebc_degens.jpeg?auto=compress,format","size":"37662","height":"206","width":"206"},"description1":[{"type":"paragraph","text":"John Degen is the Managing Director of Fusion Growth Capital, LLC.","spans":[]},{"type":"paragraph","text":"Fusion Growth Capital, LLC was formed for the purpose of managing Mr. Degen\u2019s regulated activities. 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From 2003 to 2010, Mr. Degen held positions with Oxford Finance Corporation, the leading provider of senior and equipment debt finance for the healthcare and life science industries, where he had operational profit and loss responsibilities. 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. From 2013 to 2019, Mr. Degen served as a Strategic Advisor to several early-stage companies. Mr. Degen worked with ShareNett from 2019-22. During his time with ShareNett, he served as an Advisor to the CEO and was Co-Head of Origination. In 2022, Mr. Degen joined the Stonehaven family as a partner at Kayak Kapital, LLC. 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","spans":[]},{"type":"paragraph","text":"Mr. Degen currently holds the Series 7, 63, and 79, and registrations with FINRA.","spans":[{"start":75,"end":80,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]}],"affiliate":[{"category":null}]}},{"id":"YY1AXhEAACEAGDSH","uid":"global-strategic-finance-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZQ0_vhIAACgA33Ts&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":"2023-06-22T10:41:50+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 Series 7, 31 & 63 licenses with FINRA .","spans":[{"start":49,"end":54,"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=ZQ0_vhIAACgA33Ts&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":"2023-06-22T10:42:27+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. 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","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=ZQ0_vhIAACgA33Ts&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":"2023-06-22T10:43:10+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 Series 7 and 63\u00a0registrations with\u00a0FINRA.\u00a0","spans":[{"start":62,"end":68,"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=ZQ0_vhIAACgA33Ts&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":"2023-06-22T10:43:53+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":"ZMt_TxEAACoAfwVr","uid":"high-peaks-capital-securities","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZQ0_vhIAACgA33Ts&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZMt_TxEAACoAfwVr%22%29+%5D%5D","tags":[],"first_publication_date":"2023-08-08T07:51:38+0000","last_publication_date":"2023-08-08T07:51:38+0000","slugs":["high-peaks-capital-securities-llc","high-peaks-capital-securities"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"High Peaks Capital Logo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/6c27eb21-9dc9-429a-8bf2-df1faa4924f6_High+Peaks+Capital+Logo.jpg?auto=compress,format","size":"6471","height":"200","width":"200"},"name":[{"type":"paragraph","text":"High Peaks Capital Securities, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Victor, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Real Estate and Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/highpeakscapital.com","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Derek James Carroll","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Director and Principal","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/derekjcarroll\/","spans":[]}],"photo":{"link_type":"Media","name":"Derek Image.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/b744581e-072a-49b0-babc-d54b843a085b_Derek+Image.jpg?auto=compress,format","size":"28265","height":"360","width":"360"},"description1":[{"type":"paragraph","text":"Mr. Derek Carroll is the Managing Director and Principal at High Peaks Capital Securities, LLC.","spans":[]},{"type":"paragraph","text":"High Peaks Capital Securities is a boutique investment bank and placement agent that focuses exclusively on raising debt and equity for private real estate opportunities. High Peaks Capital Securities offer qualified investors, family offices, and institutions\u202fcompelling, risk-adjusted, private real estate investment opportunities. High Peaks Capital Securities also arrange commercial real estate debt\u202fand equity on behalf of visible sponsors nationwide.","spans":[]},{"type":"paragraph","text":"Mr. Carroll has over a decade of experience in real estate capital markets, where he has worked on collective deals exceeding $1B in value. He arranges joint venture, preferred, CO-GP, and LP equity structures for real estate transactions. Debt structures include bridges, mezzanines, and participating mortgages.\u202fMr. Carroll also helps real estate funds with LP equity placements.\u202f\u202f","spans":[]},{"type":"paragraph","text":"Mr. Carroll holds a bachelor\u2019s degree in Applied Economics and Management from Cornell University. Prior to starting his own firm Mr. Carroll was an award-winning producer with NorthMarq Capital","spans":[]},{"type":"paragraph","text":"Mr. Carroll holds series 63 and 82 registrations with FINRA.\u00a0","spans":[{"start":54,"end":59,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/","target":"_blank"}},{"start":59,"end":61,"type":"strong"}]}]}],"affiliate":[{"category":null}]}},{"id":"ZH2-iBYAAC4ABY1k","uid":"honeyhive-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZQ0_vhIAACgA33Ts&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. 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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=ZQ0_vhIAACgA33Ts&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. 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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=ZQ0_vhIAACgA33Ts&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":"2023-06-22T10:45:28+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":"ZJGMsBYAAC4AT9WJ","uid":"jackson-payne-investments-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZQ0_vhIAACgA33Ts&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZJGMsBYAAC4AT9WJ%22%29+%5D%5D","tags":[],"first_publication_date":"2023-06-28T12:50:02+0000","last_publication_date":"2023-07-10T14:43:44+0000","slugs":["jackson-payne-investments-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Jackson & Pyne logo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/593f2819-96ea-4b5b-a835-69a49d3ac8d9_Jackson+%26+Pyne+logo.jpg?auto=compress,format","size":"5195","height":"200","width":"200"},"name":[{"type":"paragraph","text":"Jackson Payne Investments LLC","spans":[]}],"location":[{"type":"paragraph","text":"Commerce City, CO","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private credit, Private equity, Real Estate and Direct deals.","spans":[]}],"website":[{"type":"paragraph","text":"jacksonpayneinvests.com","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Walter Jackson","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/walter-jackson-398844a9\/","spans":[]}],"photo":{"link_type":"Media","name":"Walt headshot (1).jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/dc78ac11-13c1-43ac-8ac2-adf9ee164a61_Walt+headshot+%281%29.jpg?auto=compress,format","size":"391668","height":"2888","width":"2133"},"description1":[{"type":"paragraph","text":"Mr. Walter Jackson is the managing director of Jackson Payne Investments LLC.","spans":[{"start":47,"end":76,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/stonehaven-llc.lightning.force.com\/lightning\/r\/Account\/0015x00002HgFJTAA3\/view"}}]},{"type":"paragraph","text":"Jackson Payne Investment LLC is an Independent Boutique Investment Bank with an approach to building deep client relationships that allow us to provide tailored strategic and financial support for the operating companies and asset managers that we represent. They conduct private placements (capital raising), LP Secondaries (private market liquidity), and M&A activities to help our clients grow and scale their businesses and achieve optimal results.","spans":[]},{"type":"paragraph","text":"Earlier in his career, Mr. Jackson has 24 years of experience as a National Retirement Planner and many other roles at Fidelity Investment. With a strong focus on 401k expertise, Walter has successfully guided numerous individuals and corporations in optimizing their retirement savings strategies. His comprehensive knowledge of investment vehicles, market trends, and regulatory frameworks allows him to develop tailored solutions that align with client\u2019s long-term financial goals. ","spans":[]},{"type":"paragraph","text":"Mr. Jackson has honed his skills through continuous education and corporate training. 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","spans":[]},{"type":"paragraph","text":"\u00a0Mr. Jackson currently holds series 7, 63, and 66 registrations with FINRA","spans":[{"start":69,"end":74,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/"}}]}]},{"name1":[{"type":"paragraph","text":"Isaiah Payne","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/isaiahpayne\/","spans":[]}],"photo":{"link_type":"Media","name":"Isaiah payane.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/2615fb35-570b-4380-b9ac-16d8622bfebe_Isaiah+payane.png?auto=compress,format","size":"7861894","height":"2768","width":"2316"},"description1":[{"type":"paragraph","text":"Mr. Isaiah Payne is a Managing Director at Jackson Payne Investments LLC.\u00a0","spans":[]},{"type":"paragraph","text":"Jackson Payne Investments LLC is an independent boutique investment bank with an approach to building deep client relationships that allows them to provide tailored strategic and financial support for the operating companies and asset managers that they represent. Jackson Payne Investments conducts private placements, private credit, LP Secondaries, and M&A activities, providing clients with the tools and support that they need to grow and scale their businesses optimally.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Payne has Wall Street investment banking experience within a telecom, media, and technology coverage group. Here he was underwriting credit in multi-billion-dollar public M&A deals, syndicated loan structures, and notes utilizing several sophisticated financial instruments, including investment-grade and non-investment-grade debt. He worked on a small team of three, managing a $2 billion portfolio of the bank\u2019s assets under management utilizing valuation, financial, and risk analysis.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Payne has also previously worked as a graduate assistant in the Finance Department at the University of South Carolina, as a stock selection analyst managing a long-equity portfolio for the Business Partnership Foundation, and as a private equity analyst for a distressed mortgage fund. He graduated high school as one of sixty-four national scholarship recipients for the $150,000 Frederick C. Branch Marine Corps Naval Reserves Officer Training Corps. He led platoons of future sailors and marine officers during training and active-duty orders as a Midshipman First Class in his battalion.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Payne holds a bachelor\u2019s degree in political science from Howard University, a post-bachelor\u2019s certificate in Business Analytics, and a master\u2019s degree in business administration from the University of South Carolina. Mr. Payne holds an investment banker micro-degree offered by the Financial Edge Learning and Training Institute, where he achieved skill certificates in financial modeling, valuation methodologies, financial statement analysis, and M&A analysis. Mr. Payne is also a CFA candidate.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Payne currently holds his Series 7, 79, 63, 65, and SIE registrations with FINRA.\u00a0","spans":[{"start":79,"end":85,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/","target":"_blank"}}]}]}],"affiliate":[{"category":null}]}},{"id":"ZMIngREAACoAVn6W","uid":"k-capital-partners-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZQ0_vhIAACgA33Ts&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZMIngREAACoAVn6W%22%29+%5D%5D","tags":[],"first_publication_date":"2023-07-27T19:40:26+0000","last_publication_date":"2023-07-27T19:40:26+0000","slugs":["k-capital-partners-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"K Capital Partners Logo.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/6c474da8-f980-486e-80d6-14a4b3f295bc_K+Capital+Partners+Logo.png?auto=compress,format","size":"9514","height":"720","width":"1280"},"name":[{"type":"paragraph","text":"K Capital Partners, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Boston, MA","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Credit, Private Equity, Venture Capital, and Direct Deals.","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/ksportsent.com","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Kristen Kuliga","spans":[]}],"tag":[{"type":"paragraph","text":"Founder and Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/kristen-kuliga-esq-b409693\/","spans":[]}],"photo":{"link_type":"Media","name":"kristen3.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/50d59d92-3ad1-4b10-a34e-f47f60d9a81a_kristen3.jpg?auto=compress,format","size":"27285","height":"301","width":"361"},"description1":[{"type":"paragraph","text":"Ms. Kristen Kuliga is the Founder and Managing Partner of K Capital Partners, LLC. ","spans":[]},{"type":"paragraph","text":"K Capital Partners provides advisory, business development, and capital-raising services for companies and family offices with a focus on the sports, entertainment, technology, media, wellness, and consumer product sectors. The firm is led by Ms. Kuliga, an entrepreneur and pioneer for women in professional athlete representation. ","spans":[]},{"type":"paragraph","text":"Ms. Kuliga has over 20+ years of experience in venture capital including investor relations, business development, and incubating companies. She is on the Board of Advisors of The Players Impact and Athlete Advisory Board of Bio Direction, Inc. d\/b\/a Nano Diagnostics. 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","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 holds series 7, 3, and 63 with FINRA. 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(\"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 Series 7 and 63 licenses with FINRA.","spans":[{"start":58,"end":63,"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. 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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 Series 7, 24 and 63 registrations with FINRA.","spans":[{"start":63,"end":68,"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. 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","spans":[]},{"type":"paragraph","text":"Originally from Oxford, UK, Mr. Tilleard moved to Brazil in 2013 to lead LATAM institutional sales for City Credit Capital, a London-based brokerage firm.","spans":[]},{"type":"paragraph","text":"Mr. Tilleard currently splits his time between Sao Paulo and New York.","spans":[]},{"type":"paragraph","text":"Mr. Tilleard currently holds Series 7 & 63 registrations with FINRA.","spans":[{"start":62,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"finra.org"}}]}]}],"affiliate":[{"category":"private-equity"},{"category":"private-credit"},{"category":"venture-capital"},{"category":"infrastructure"}]}},{"id":"ZQRlahEAACsAm-0m","uid":"pacific-alternative-investments-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZQ0_vhIAACgA33Ts&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZQRlahEAACsAm-0m%22%29+%5D%5D","tags":[],"first_publication_date":"2023-09-19T15:26:01+0000","last_publication_date":"2023-09-22T07:17:58+0000","slugs":["pacific-alternative-investments-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Pacific_Alternative_FinalLogo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/b662c1d0-9e42-4a4a-93d0-31892afdd473_Pacific_Alternative_FinalLogo.jpg?auto=compress,format","size":"664548","height":"187","width":"1305"},"name":[{"type":"paragraph","text":"Pacific Alternative Investments LLC","spans":[]}],"location":[{"type":"paragraph","text":"Newport Beach, CA","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Fund, Private Credit, Private Equity, Real Estate, Infrastructure, Venture Capital and Direct Deals.","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Rob Lingle","spans":[]}],"tag":[{"type":"paragraph","text":"Founder and President","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/rob-lingle-9782063\/","spans":[]}],"photo":{"link_type":"Media","name":"Rob Lingle headshot.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/eac4440e-b905-4077-bafe-eef95d62fcf0_Rob+Lingle+headshot.jpg?auto=compress,format","size":"733237","height":"1809","width":"2324"},"description1":[{"type":"paragraph","text":"Mr. Rob Lingle is the Founder and President of Pacific Alternative Investments, LLC.","spans":[]},{"type":"paragraph","text":"Pacific Alternative Investments, LLC offers distribution services to differentiated alternative investment managers and sources compelling investment opportunities for institutional and high net worth investors. The firm leverages nearly two decades of relationships that Mr. Lingle has developed from his prior roles in business development.","spans":[]},{"type":"paragraph","text":"Mr. Lingle recently celebrated his 40th year in the financial industry.\u00a0 He began his career as a financial consultant at Merrill Lynch and Shearson Lehman Brothers prior to becoming a CTA and managing money for Commodities Corporation. Later he founded and managed his own brokerage company for more than a decade before transitioning to the marketing of alternative investments in 2005; internally at CTA\u2019s Tactical Investment Management and Northfield Trading and externally at placement agent firms, Hedge Harbor and Capital Growth Advisors.","spans":[]},{"type":"paragraph","text":"Mr. Lingle has been passionate about the investment industry since meeting his mentor, \u201cMarket Wizard\u201d Ed Seykota while attending college.\u00a0 In addition to being a futures and equities trader, he is an investor in a variety of alternative investment limited partnerships that include CTA, systematic global macro, long\/short equity, private credit, private equity, venture capital, real estate, niche fund of funds, merger, and structural arbitrage.\u00a0 His experience as both a money manager and investor give him valuable insight into the perspectives of the managers and investors that he assists.","spans":[]},{"type":"paragraph","text":"Mr. Lingle received his Bachelor of Arts in Economics and International Relations from the University of Southern California.","spans":[]},{"type":"paragraph","text":"Mr. Lingle holds the Series 3, 7, 30, 63, and 65 registrations with FINRA and the NFA, and is a member of the California Alternative Investment Association.\u00a0 He and his wife are lifelong residents of Southern California, and he is an avid golfer and tennis player.","spans":[{"start":68,"end":73,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]},{"type":"paragraph","text":"\u00a0","spans":[]}]}],"affiliate":[{"category":null}]}},{"id":"YZ0HvRUAACQAqwTU","uid":"paddington-stone-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZQ0_vhIAACgA33Ts&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":"2023-06-22T10:52:23+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 Series 7 and 63 registrations with FINRA.","spans":[{"start":63,"end":68,"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=ZQ0_vhIAACgA33Ts&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":"2023-06-22T10:53:20+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 Series 7, 62, 63, and 79 registrations with\u00a0FINRA.","spans":[{"start":72,"end":77,"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 Series 63, 79 and 82 registrations with FINRA.","spans":[{"start":68,"end":73,"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. 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","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. 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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). 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","spans":[]},{"type":"paragraph","text":"Mr. Felman currently holds Series 3, 7, and 63 registrations with FINRA.","spans":[{"start":66,"end":72,"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=ZQ0_vhIAACgA33Ts&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":"2023-06-22T10:55:50+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. 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Walworth Group raises capital and advises on mergers and acquisitions. As an entrepreneur, Mr. Radov has raised money from private investors, venture capital funds, private equity funds, and public investors.","spans":[]},{"type":"paragraph","text":"As a fund manager and advisor, Mr. Radov has raised capital from high-net-worth individuals, institutional investors, and public offerings. Mr. Radov has managed funds with over $1.5 billion of AUM. In addition to his capital raising activities, Mr. Radov has been an advisor or Board member to companies ranging from biotech startups to an Israeli technology incubator. He has been the COO of two groups of hedge funds. He also was a Founder-in-Residence at a venture capital fund backed by Canaan Partners, Rho Management, and Sevin Rosen Funds.","spans":[]},{"type":"paragraph","text":"Mr. Radov was a founding investor in an educational technology company that was sold to Houghton-Mifflin. Mr. Radov was CEO and Co-Founder of VocaLoca, Inc., an innovator in consumer-generated audio content on the Internet. Mr. Radov was a founding executive of About, Inc. and was its EVP of Business Development and CFO from its inception until it became the 6th busiest Internet property and completed its initial public offering in 1999. About merged with Primedia (NASDAQ: PRM), was acquired by The New York Times Company (NYSE: NYT), and now is owned by IAC (NASDAQ: IAC) and rebranded as Dotdash.","spans":[]},{"type":"paragraph","text":"Mr. Radov was previously a Director at Prodigy Systems Company, a joint venture of IBM and Sears. Mr. Radov was a principal in the management of a series of public limited partnerships that invested over $800 million in the production and in distribution of more than 130 major motion pictures. Those public offerings were distributed through Merrill Lynch, PaineWebber, and Smith Barney, had over 35,000 investors, and funded films distributed by Sony\u2019s Columbia Pictures and TriStar Pictures. Mr. Radov previously held positions at Rainbow Programming, a joint venture among Cablevision Systems Corporation, Cox Broadcasting, and Daniels & Associates Mr. Radov also was a director at Winklevoss & Associates. ","spans":[]},{"type":"paragraph","text":"Mr. Radov earned an M.B.A. from The Wharton School of the University of Pennsylvania and holds a B.A. degree from Cornell University.","spans":[]},{"type":"paragraph","text":"Mr. Radov currently holds Series 63 and 82 registrations with\u00a0FINRA.","spans":[{"start":62,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"hedge-funds"}]}},{"id":"YY1HrBEAACMAGFmr","uid":"willet-irving","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZQ0_vhIAACgA33Ts&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":"2023-06-26T12:58:49+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 Series 7, and Series 63 registrations with FINRA.","spans":[{"start":119,"end":124,"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=ZQ0_vhIAACgA33Ts&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=ZQ0_vhIAACgA33Ts&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":"2023-06-22T11:08:36+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. 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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"}]}}]

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