The NEXUS of Capital
and Opportunity™

Our platform enables Affiliate Partners, companies, and investors to
strategically connect across the globe, leveraging our robust
infrastructure, intelligent NEXUS technology operating system and
collaborative community.

Founded in 2001 by David Frank, Stonehaven, LLC is an SEC
Registered Broker Dealer and FINRA Member Firm.

Infinite possibilities

We've curated a synergistic ecosystem of
specialists across all asset classes

We support a wide range of investment banking and placement agent services to help Affiliate
Partners strategically connect companies and investors.

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

OUR VALUES

We’re
dedicated to
our community
values

We embrace core values to
elevate our industry

Operational Excellence

We streamline the capital markets process by designing intelligent workflows and systems

Innovative & Intuitive Technology

We build a proprietary technology operating system to support the full needs of our community: NEXUS

Collaborative Community

We facilitate collaboration between all members of our community through technology and direct human engagement

PROFESSIONAL TEAM

We're a seasoned team of finance,
technology, legal, compliance, accounting
and operations professionals

Our team utilizes experience, insights, process and technology
to build and support a world-class platform

David Frank, CFA

CEO, Founder & Managing Partner

Steven Jafarzadeh, CAIA

Chief Compliance Officer

Mark J. Sullivan, CFA

Chief Growth Officer

Alex Brooks

Chief Technology Officer

Chris Yager, CPA

Chief Financial Officer

Brian Gaffney

Head of Due Diligence & Mandate Management

Brittany Boyd

Director of Partner Success

Clint McGowan

Director of Compliance

Edward Corrao

Mandate Operations Counsel

Rishi Shukla

Product Owner

Vy Theologidy

Mandate Due Diligence & Operations Manager

Mohammad Athar, CA

Manager, Accounting

Roushan Rai

Associate, Finance

Gautam Shrivastav

Associate, Finance

Soumya Sharma

Senior Associate, Legal Operations

Shubham Patel

Associate, Mandate Operations

Sushma K.

Associate, Mandate Operations

Sonali Srivastava

Associate, Operations

Anna Petrova

Senior Developer

Kristina Yezhkova

Senior Developer

Alexei Pavlovski

Senior Developer

Marta Vasiukovich

Quality Assurance Analyst

Mikhail Feler

Technology Business Analyst

Gera Chykau

Technology Business Analyst

Bhavya Singh

Research and Data Analyst

Aditi Arora

Research and Data Analyst

Subodh Gaikward

Research and Data Analyst

Amrita Pandey

Associate, Operations

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.

Learn more

News

[{"id":"ZIbS8hYAADIALUHa","uid":"los-angeles-ca","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZIbS8hYAADIALUHa%22%29+%5D%5D","tags":[],"first_publication_date":"2023-06-15T15:23:10+0000","last_publication_date":"2023-06-22T07:35:39+0000","slugs":["11th-floor-holdings-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"11th floor logo.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/2b57e8ee-9da5-41b2-9350-b598b11ff151_11th+floor+logo.png?auto=compress,format","size":"20584","height":"697","width":"1097"},"name":[{"type":"paragraph","text":"11th Floor Holdings LLC","spans":[]}],"location":[{"type":"paragraph","text":"Los Angeles, CA","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Fund, Private Credit, Private equity, Real Estate, Venture Capital, Direct Deals.","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Kyongjin Lee","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/jin-l-7214802\/","spans":[]}],"photo":{"link_type":"Media","name":"Kyongjin Lee - 11th floor.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/ef623de2-7881-4f5a-958d-ac60a418043c_Kyongjin+Lee+-+11th+floor.jpg?auto=compress,format","size":"1645730","height":"2048","width":"1638"},"description1":[{"type":"paragraph","text":"Mr. Kyongjin Lee is the Managing Partner of 11th Floor Holdings, LLC and Mainstream Capital Management, LLC, and is responsible for the financial planning and management of affluent families and small to mid-size businesses. ","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Lee possesses extensive expertise in intricate trust and estate planning, exit strategies, wealth transfer, and tax mitigation strategies.","spans":[]},{"type":"paragraph","text":"Before establishing Mainstream Capital Management and 11th Floor Holdings, Jin occupied influential roles within buy-side firms, executing diverse responsibilities. Mr. Lee expertly managed the internal sales desk for Fisher Investments, spearheaded advisory distribution for Neuberger Berman, and diligently developed his practice with Wells Fargo Investments in Beverly Hills, California.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Lee holds a B.A. in History from the University of California at Los Angeles.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"In addition to his accomplished career in finance, Jin has dedicated 27 years to serving in the United States Army Reserve and the California Army National Guard. Currently, he serves as a Lieutenant Colonel with the 8th Army Headquarters, assuming the position of Deputy G35 Future Operations section for the Combined Ground Component Command in the Republic of Korea.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Lee currently holds series 63, 24, and 7 registrations with FINRA.","spans":[{"start":64,"end":69,"type":"hyperlink","data":{"link_type":"Web","url":"finra.org"}}]}]}],"affiliate":[{"category":null}]}},{"id":"YY06nhEAACAAGBhL","uid":"adara-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY06nhEAACAAGBhL%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T15:45:38+0000","last_publication_date":"2023-06-22T07:51:46+0000","slugs":["adara-capital","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"adaralogo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/91c31db5-4b7e-4bcc-a9e1-2e491b864c79_adaralogo.jpg?auto=compress,format","size":"10644","height":"32","width":"150"},"name":[{"type":"paragraph","text":"Adara Capital","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Real Estate","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Leslie Carranza","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/leslie-carranza-9b40796\/","spans":[]}],"photo":{"link_type":"Media","name":"Leslie Carranza - Adara.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/dae17706-6f51-4e00-b9a1-15f60b50d879_Leslie+Carranza+-+Adara.jpeg?auto=compress,format","size":"14814","height":"295","width":"295"},"description1":[{"type":"paragraph","text":"Leslie Carranza is the Managing Partner of Adara Capital. Prior to founding Adara Capital, Ms. Carranza was a Managing Director of Ridgeway Capital Group, LLC. While at Ridgeway Capital, Ms. Carranza raised in excess of $275 million for alternative investment managers in the private equity and hedge fund arena both in developed and emerging markets.","spans":[]},{"type":"paragraph","text":"Prior to joining Ridgeway Capital in New York, Ms. Carranza served as an Executive Search Consultant conducting senior level assignments for a\u00a0variety of private and public real estate owners, developers, private equity funds, family offices and investment managers. Prior to recruiting she served as an Account Executive with Bloomberg LP. Ms. Carranza spent the first eleven years of her finance career as an Institutional Taxable Fixed Income Salesperson for Merrill Lynch, J.P. Morgan and Cowan & Company.","spans":[]},{"type":"paragraph","text":"Ms. Carranza earned an M.B.A. from Columbia University and a B.E. in Civil Engineering, graduating magna cum laude, from Villanova University.","spans":[]},{"type":"paragraph","text":"Ms. Carranza currently holds Series 7, 63 and 79 registrations with\u00a0FINRA.","spans":[{"start":68,"end":73,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-credit"},{"category":"real-estate"},{"category":"hedge-funds"}]}},{"id":"ZPW49xEAAC0AY7vP","uid":"amanda-rice-consulting","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZPW49xEAAC0AY7vP%22%29+%5D%5D","tags":[],"first_publication_date":"2023-09-05T15:12:55+0000","last_publication_date":"2023-09-05T15:12:55+0000","slugs":["amanda-rice-consulting"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Amanda Rice Consulting Logo (1).png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/6741896b-a01d-45a1-a98c-8887f6a548b8_Amanda+Rice+Consulting+Logo+%281%29.png?auto=compress,format","size":"10159","height":"720","width":"1280"},"name":[{"type":"paragraph","text":"Amanda Rice Consulting","spans":[]}],"location":[{"type":"paragraph","text":"Austin, TX","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Fund, Private Equity and Venture Capital Fund.","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Amanda Rice","spans":[]}],"tag":[{"type":"paragraph","text":"CEO","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/amanda-rice-52775017\/","spans":[]}],"photo":{"link_type":"Media","name":"Amanda Rice Headshot.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/bba76e15-86a5-48f5-b63a-1b03634de0d9_Amanda+Rice+Headshot.jpg?auto=compress,format","size":"28356","height":"512","width":"512"},"description1":[{"type":"paragraph","text":"Amanda Rice is the Chief Executive Officer of Amanda Rice Consulting, LLC. ","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Amanda Rice Consulting focuses efforts on capital-raising activities for a wide array of alternative investment managers. As the CEO of Amanda Rice Consulting, Ms. Rice utilizes her expertise in business development, finance, and analytics to offer strategic guidance and solutions to alternative asset managers. Throughout her extensive 20-year career in the finance industry, she has cultivated strong connections with investors, clients, and partners across various verticals and regions. ","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Ms. Rice also held the role of Director of Investor Relations and Business Development at both Maltese Capital Management and Amici Capital. In these positions, she successfully secured capital, expanded the client base, and bolstered the firms\u2019 respective reputations and brands. 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. In all her endeavors, Amanda tackles problems in full force and finds solutions.","spans":[{"start":96,"end":113,"type":"em"},{"start":96,"end":114,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.thechickmission.org"}}]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Ms. Rice holds a Bachelor\u2019s degree in Finance from Tulane University.","spans":[]},{"type":"paragraph","text":"\n Ms. Rice currently holds Series 7 and 63 registrations with FINRA.","spans":[{"start":62,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]},{"type":"paragraph","text":"\u00a0","spans":[]}]}],"affiliate":[{"category":null}]}},{"id":"ZLZ3ehEAACoAJWis","uid":"anchor-capital-securities-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZLZ3ehEAACoAJWis%22%29+%5D%5D","tags":[],"first_publication_date":"2023-07-19T15:15:26+0000","last_publication_date":"2023-07-19T15:38:12+0000","slugs":["anchor-capital-securities-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"1605800160314.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/2b9c2de8-ed43-4b9e-9ffc-665246783a03_1605800160314.jpg?auto=compress,format","size":"4905","height":"200","width":"200"},"name":[{"type":"paragraph","text":"Anchor Capital Securities, LLC","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Venture Capital and Direct deals.","spans":[]}],"website":[{"type":"paragraph","text":"http:\/\/www.anchorcapitalgp.com","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Jim Okun","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/jimokun\/","spans":[]}],"photo":{"link_type":"Media","name":"Jim Okun LinkedIn Headshot.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/0bccfa78-c14d-495f-887d-b2cc43c4590b_Jim+Okun+LinkedIn+Headshot.jpg?auto=compress,format","size":"77605","height":"800","width":"800"},"description1":[{"type":"paragraph","text":"Mr. Jim Okun is a Managing Partner at Anchor Capital Securities, LLC.","spans":[]},{"type":"paragraph","text":"Anchor Capital Securities, LLC offers services for investment capital for disruptive startups and founders\u00a0aiming to scale. 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. He also played professional lacrosse for the Chesapeake Bayhawks.","spans":[]},{"type":"paragraph","text":"Mr. Okun holds the series 7, 24, and 63 licenses with FINRA.","spans":[{"start":54,"end":59,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]}],"affiliate":[{"category":null}]}},{"id":"YjBajBIAACIAu4Ku","uid":"arboreal-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YjBajBIAACIAu4Ku%22%29+%5D%5D","tags":[],"first_publication_date":"2022-03-15T10:47:41+0000","last_publication_date":"2023-06-22T07:54:43+0000","slugs":["arboreal-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Arboreal.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/5f6bea68-47f9-49bd-914e-07c3d5abeb1c_Arboreal.png?auto=compress,format","size":"228323","height":"234","width":"1440"},"name":[{"type":"paragraph","text":"Arboreal Capital LLC","spans":[]}],"location":[{"type":"paragraph","text":"Sandy, UT","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Direct deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/www.arborealcap.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Sean Lenz","spans":[]}],"tag":[{"type":"paragraph","text":"Co-Founder and Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/slenz\/","spans":[]}],"photo":{"link_type":"Media","name":"linkedin Photo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/6109dc3a-2a1b-4b82-8566-ffee452b68e8_linkedin+Photo.jpg?auto=compress,format","size":"27973","height":"175","width":"160"},"description1":[{"type":"paragraph","text":"Mr. Sean Lenz is a Co-Founder and Managing Director of Arboreal Capital LLC.\u00a0Mr. Lenz specializes in raising institutional capital for real estate sponsors, real estate projects, and other real asset investment opportunities.\u00a0He also specializes in raising capital for social and environmental impact opportunities.","spans":[]},{"type":"paragraph","text":"In Mr. Lenz\u2019s previous roles as a senior member of the real estate investment banking groups at Sutter Securities, Salem Partners, Cantor Fitzgerald, and BMO Capital Markets, Mr. Lenz has advised senior management teams on over $10 billion in merger, reverse merger, and divestiture transactions and more than $10 billion in debt and equity financings for public and private REITs, private real estate operators and developers and funds. Transaction experience has included initial public offerings, follow-on offerings, senior and subordinated notes, proprietary loans, and in excess of $5 billion in private capital raising assignments, his primary focus. Mr. Lenz has covered all sectors within the real estate space as well as infrastructure (including buy-side acquisition and asset management experience) and energy assets. Mr. Lenz began his career as an Analyst in Wachovia Securities\u2019 Real Estate Corporate Finance Group (Wells Fargo).","spans":[]},{"type":"paragraph","text":"Mr. Lenz graduated cum laude from the University of Richmond with majors in Finance and Leadership Studies. Mr. Lenz is also a Chartered Financial Analyst (CFA).","spans":[]},{"type":"paragraph","text":"Mr. Lenz and his wife Jennifer live near Salt Lake City, Utah where he enjoys skiing in the winter and mountain biking in the summer months.","spans":[]},{"type":"paragraph","text":"Mr. Lenz currently holds Series 79, 7, and 63 registrations with FINRA.","spans":[{"start":65,"end":70,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]}]},{"name1":[{"type":"paragraph","text":"James Magowan","spans":[]}],"tag":[{"type":"paragraph","text":"Co-Founder and Chief Executive Officer","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/james-magowan-364441\/","spans":[]}],"photo":{"link_type":"Media","name":"Arboreal - James.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/012cf665-1bc8-4026-a7de-73f406102f0d_Arboreal+-+James.png?auto=compress,format","size":"252353","height":"500","width":"500"},"description1":[{"type":"paragraph","text":"Mr. James Magowan is a Co-Founder and Managing Director at Arboreal Capital. Mr. Magowan leads efforts to finance ESG qualified companies and projects across real assets (real estate, low carbon energy, infrastructure, forestry), resource efficiency, and financial services.\u00a0 He recently served as Co-Founder and interim CEO of Arboreal BV, a reforestation company that employs a biodiverse, permanent model to maximize carbon sequestration and landscape ecosystem restoration at scale.\u00a0 ","spans":[]},{"type":"paragraph","text":"Through Arboreal Capital and his previous roles at Sutter Securities, Security Research Associates, and Johnson Capital, Mr. Magowan has invested in, originated, structured, and capitalized companies in the sectors of renewable energy, resource conservation, healthcare, technology, cyber security, financial services, and real assets.\u00a0 Mr. Magowan has previously served as a strategic consultant to investors including The World Bank\/IFC, Inter-American Development Bank, and the Swiss Fund for Emerging Markets.\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Magowan serves on the Board of Directors of Merchants National Properties (owners of Marx Realty), a vertically integrated real estate and investment company controlled by the Merrill, Lynch, and Marx families since 1933.\u00a0 Merchants have interests in 3.4 million Square Feet of office and retail property principally in New York, Washington DC, Boston.\u00a0\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Magowan serves on the Advisory Boards of Arboreal BV and Parker Maritime Technologies.\u00a0 He\u2019s a Partner at the Caribbean Climate Smart Accelerator and Vice President of a Private Family Foundation.\u00a0 He\u2019s a past appointee to the United States Department of Energy\u2019s Nuclear Advisory Committee. \u00a0Mr. Magowan speaks on impact investing at conferences globally. He has co-organized the Investing in Deep Decarbonization Conferences since 2017 in San Francisco, New York, and Amsterdam. ","spans":[]},{"type":"paragraph","text":"Mr. Magowan is an honors graduate with a Bachelor of Arts from Harvard University and earned a Master of Business Administration from the International Institute for Management Development (IMD).\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Magowan holds 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":"YY064REAACAAGBl6","uid":"artis-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY064REAACAAGBl6%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T15:46:44+0000","last_publication_date":"2023-06-22T07:58:23+0000","slugs":["artis-advisors-llc","artis-llc","washington-d.c.--chicago-il"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"artiscapitallogotrans-300x285.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/2b420acd-0586-49fa-924e-38a30167fcf3_artiscapitallogotrans-300x285.jpg?auto=compress,format","size":"8250","height":"101","width":"106"},"name":[{"type":"paragraph","text":"Artis Advisors, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Washington, D.C. & Chicago, IL","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Real Estate, Private Equity","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Brian R. Gill","spans":[]}],"tag":[{"type":"paragraph","text":"Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/brian-gill-19a8891\/","spans":[]}],"photo":{"link_type":"Media","name":"Brian.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/6e294cc9-3621-4c9b-90cb-09b5c38b4fd9_Brian.jpeg?auto=compress,format","size":"17096","height":"300","width":"300"},"description1":[{"type":"paragraph","text":"Brian Gill is a co-founding Partner of Artis. Mr. Gill works primarily in sourcing and executing compelling real estate investment opportunities.","spans":[]},{"type":"paragraph","text":"Prior to the formation of Artis, Mr. Gill was a co-founding Managing Director of Kalorama Realty Capital, a predecessor company to Artis. Before forming Kalorama, Mr. Gill was an Associate Director at Cushman & Wakefield, where his transaction volume exceeded $500 million. Prior to Cushman & Wakefield, Mr. Gill acquired and financed over $150 million in multifamily properties at Bonaventure Realty Group, where he rose from Analyst to Vice President.","spans":[]},{"type":"paragraph","text":"Mr. Gill serves as an Adjunct Professor of Finance and Real Estate at Georgetown University's McDonough School of Business and has also taught MBAs at George Washington University. Mr. Gill holds Master's degree in business and economics from Northwestern University and the London School of Economics and a BA from the University of South Florida. He is an active member of the Urban Land Institute (ULI) and the Pension Real Estate Association (PREA). ","spans":[]},{"type":"paragraph","text":"Mr. Gill currently holds Series 7, 24, 63 and 79 registrations with\u00a0FINRA.","spans":[{"start":68,"end":73,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]},{"name1":[{"type":"paragraph","text":"Samuel S. Glass","spans":[]}],"tag":[{"type":"paragraph","text":"Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/samglass\/","spans":[]}],"photo":{"link_type":"Media","name":"Sam.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/e1df5636-feb1-4442-9352-7d04e4d786f4_Sam.jpeg?auto=compress,format","size":"17339","height":"300","width":"300"},"description1":[{"type":"paragraph","text":"Samuel Glass is a co-founding Partner of Artis. Mr. Glass works primarily in sourcing and executing compelling real estate investment opportunities.","spans":[]},{"type":"paragraph","text":"Prior to the formation of Artis LLC, Mr. Glass was a co-founding Managing Director of Kalorama Realty Capital, a predecessor company to Artis LLC. Previously, Mr. Glass worked for Federal Capital Partners (FCP), a real estate private equity firm which has acquired more than $2 billion of real estate assets and debt in the mid-Atlantic. At FCP, Mr. Glass' responsibilities included financial projections, asset management, investor relations, acquisitions and capital events (dispositions and refinancings).","spans":[]},{"type":"paragraph","text":"Before\u00a0joining FCP,\u00a0Mr. Glass was\u00a0an\u00a0Investment\u00a0Analyst with The World\u00a0Bank's Pension\u00a0Investments Department, where he focused on limited partnership investments and co-investments with sponsors of private equity and real\u00a0estate investment\u00a0funds. Mr. Glass'\u00a0prior\u00a0experience\u00a0also\u00a0includes two stints\u00a0at JPMorgan Chase & Co. in investment banking and real estate principal investing, respectively.","spans":[]},{"type":"paragraph","text":"Mr. Glass received his MBA from Columbia Business School and BA from Yale University. He is an active member of PREA and the DC Real Estate Group. ","spans":[]},{"type":"paragraph","text":"Mr. Glass currently holds Series 7 and 63 registrations with\u00a0FINRA.","spans":[{"start":61,"end":66,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/"}}]}]}],"affiliate":[{"category":"real-estate"}]}},{"id":"YbJURhEAACEABWmd","uid":"aureate-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&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":"2023-10-10T13:59:22+0000","slugs":["aureate-capital","aureate-capital-llc","mc-aureate-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Aureate-Capital-(H-Line-logo) blk back.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/94e2fc9b-afff-46c2-bb85-9135f4b02421_Aureate-Capital-%28H-Line-logo%29+blk+back.jpg?auto=compress,format","size":"46548","height":"227","width":"879"},"name":[{"type":"paragraph","text":"Aureate Capital","spans":[]}],"location":[{"type":"paragraph","text":"Healdsburg, CA","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Real Estate, Venture Capital, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Austin Milliken","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/austinmilliken\/","spans":[]}],"photo":{"link_type":"Media","name":"Austin.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/55163d26-dc07-4739-816d-c08163ba179b_Austin.jpeg?auto=compress,format","size":"117066","height":"600","width":"600"},"description1":[{"type":"paragraph","text":"Mr. Austin Milliken is the Co-founder and Managing Member of Aureate Capital. Aureate Capital is San Francisco Bay-based and provides early-stage cannabis, fintech, crypto, and entertainment companies advisory and capital raising services.","spans":[]},{"type":"paragraph","text":"Mr. Milliken has 20 plus years of experience in trading, asset management, consulting, financial advisory, and capital raising. Most recently he has been working as an HNW investment advisor and portfolio manager. Additionally, he provides fractional CFO services for early-stage companies in the San Francisco Bay Area.","spans":[]},{"type":"paragraph","text":"Mr. Milliken started his career at Montgomery Securities (Banc of America) on the institutional listed trading desk before moving to hedge fund portfolio management. The bulk of his hedge fund life was spent at Parallax Fund in San Francisco as a derivatives volatility trader and portfolio manager.","spans":[]},{"type":"paragraph","text":"Mr. Milliken studied Economics at Columbia University, is a certified FRM, and currently holds Series 7, 63 and 65 registrations with\u00a0FINRA.","spans":[{"start":134,"end":140,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]},{"name1":[{"type":"paragraph","text":"John Davis","spans":[]}],"tag":[{"type":"paragraph","text":"Director of Secondaries of Shares Trading","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/john-davis-4779049\/","spans":[]}],"photo":{"link_type":"Media","name":"Aureate - John.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/4dace91f-82b3-454b-b937-81248162ff51_Aureate+-+John.png?auto=compress,format","size":"355227","height":"500","width":"500"},"description1":[{"type":"paragraph","text":"Mr. John Davis is Director of Secondaries of Shares Trading with Aureate Capital. Aureate Capital is an investment advisory and financial consulting firm, based in San Francisco, California. They focus on the technology, fintech, cannabis, and alternative investment fund sectors, and they are constantly searching for various disrupting propositions.","spans":[]},{"type":"paragraph","text":"Mr. Davis priorly worked as financial advisor with Edward Jones, leader in the financial-services industry. They offer investments services that align with their philosophy of diversifying quality investments and holding them for the long-term. Their investments include stocks, bonds, mutual funds, CDs, annuities, insurance, Roth and Traditional IRAs, 529 education savings plans, 401k rollovers, SEP IRAs, advisory services, estate considerations, trust services and borrowing solutions and had 2.9 years. of experience from Edward Jones. Mr. Davis has also worked with New York Life Securities as a Financial Advisor for 1.5 years. Earlier to that, Mr. Davis worked with The Benchmark Company for 3.8 years in Institutional Trading and before that JMP Group as Director of Institutional Trading gaining 3.6 years of experience. Mr. Davis has worked with Jones & Assoc. as an Institutional Trading.","spans":[]},{"type":"paragraph","text":"Mr. Davis also has experience with companies like First New York Securities as Trading, Bank of America Securities as Managing Director, Institutional Trading and Montgomery Securities as the Vice President, Institutional Trading.","spans":[]},{"type":"paragraph","text":"Mr Davis had his education in Bachelor of Arts in Economics for Columbia University in the city of New York.","spans":[]},{"type":"paragraph","text":"Mr. Davis currently 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\/#\/"}}]}]},{"name1":[{"type":"paragraph","text":"Tim Gitlin","spans":[]}],"tag":[{"type":"paragraph","text":"Development Specialist ","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/tim-gitlin-75660926\/","spans":[]}],"photo":{"link_type":"Media","name":"Aureate_Tim.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/5b6ca6e0-116a-42cf-942c-321b34da23a2_Aureate_Tim.jpg?auto=compress,format","size":"190918","height":"2048","width":"1536"},"description1":[{"type":"paragraph","text":"Mr. Tim Gitlin is a Development Specialist with Aureate Capital.","spans":[]},{"type":"paragraph","text":"Mr. Gitlin is responsible for raising capital across multiple industries and sectors, including cannabis, crypto, biotech, fintech, and real estate. In addition to raising capital, Mr. Gitlin evaluates the financial capabilities of companies and provides advisory services. Aureate Capital is a San Francisco Bay-based investment bank that provides capital raising and M&A advisory to its clients.","spans":[]},{"type":"paragraph","text":"Mr. Gitlin brings over 20 years of financial services experience. Prior to joining Aureate, Mr. Gitlin held various trading and risk management roles at Bank of America, Thomas Wiesel Partners, Friedman Billings Ramsey, and Sanders, Morris, and Harris across equities, equity derivatives, execution services, and electronic trading.","spans":[]},{"type":"paragraph","text":"Mr. Gitlin holds a B.A. in Finance from Western State Colorado.","spans":[]},{"type":"paragraph","text":"Mr. Gitlin holds SIE, Series 7, and 63 registrations with FINRA.","spans":[{"start":58,"end":63,"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=ZW2qhhYAAC8ArIsf&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. Mr. Bergen has over 30 years of experience in the financial services industry.","spans":[]},{"type":"paragraph","text":"Prior to forming BG Partners, Mr. Bergen served in various senior institutional business development, sales and relationship onboarding roles.","spans":[]},{"type":"paragraph","text":"Mr. Bergen his career on the equity trading floor of the New York Stock Exchange (NYSE) and served in institutional sales and trading roles within fixed income and equity products at several NYSE Member firms.","spans":[]},{"type":"paragraph","text":"Mr. Bergen holds a B.A. from Roanoke College. ","spans":[]},{"type":"paragraph","text":"Mr. Bergen currently holds the New York State Insurance licenses, as well as the Series 7 and 63 registrations with\u00a0FINRA.","spans":[{"start":116,"end":122,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/"}}]}]},{"name1":[{"type":"paragraph","text":"Thomas Gatto","spans":[]}],"tag":[{"type":"paragraph","text":"Co-Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/thomasgatto\/","spans":[]}],"photo":{"link_type":"Media","name":"Gatto.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/1467c5cc-1810-4fb5-8745-df6ee8a0e83d_Gatto.jpeg?auto=compress,format","size":"16082","height":"321","width":"321"},"description1":[{"type":"paragraph","text":"Tom Gatto is a Co-Founder and Managing Member of BG Partners, LLC, a capital raising firm focusing on raising assets for niche alternative investment managers in North America. Mr. Gatto has 30 plus years of experience in the financial services industry.","spans":[]},{"type":"paragraph","text":"Prior to forming BG Partners, Mr. Gatto was a Director at Artivest, a fintech platform connecting HNWI individuals, advisors and families to private equity, hedge funds and real estate. Prior to Artivest, Mr. Gatto was Head of Advisor Relations at Gotham Asset Management where he was responsible for distributing Gotham's liquid and private strategies to the intermediary marketplace. Mr. Gatto also had roles at PIMCO and BlackRock where he helped grow the retail channel and was the Northeast Divisional Manager at BlackRock.","spans":[]},{"type":"paragraph","text":"Mr. Gatto graduated from Fairfield University with a B.A. in Economics and received the Certified Investment Management Analyst (CIMA) designation at The Wharton School. ","spans":[]},{"type":"paragraph","text":"Mr. Gatto holds 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=ZW2qhhYAAC8ArIsf&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=ZW2qhhYAAC8ArIsf&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":"2023-10-04T07:47:51+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\/"}}]}]}],"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=ZW2qhhYAAC8ArIsf&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=ZW2qhhYAAC8ArIsf&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. Mr. DiNozzi is a CFA Charter Holder and a member of the CFA Institute.","spans":[]},{"type":"paragraph","text":"Mr. DiNozzi has been honored as Alternatives Manager of the Year by Barclay Hedge, Hedge Week, and Wealth & Finance Magazine, while also being Battle Fin's Competition Professional Manager Winner.","spans":[]},{"type":"paragraph","text":"Mr. DiNozzi holds Series 3, 7, 30, and 63 registrations with FINRA.","spans":[{"start":61,"end":66,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"infrastructure"},{"category":"hedge-funds"},{"category":"real-estate"}]}},{"id":"YbJHcBEAACAABTRq","uid":"cedar-ridge-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YbJHcBEAACAABTRq%22%29+%5D%5D","tags":[],"first_publication_date":"2021-12-09T18:14:13+0000","last_publication_date":"2022-08-25T10:08:28+0000","slugs":["cedar-ridge-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Cedar Ridge Capital LLC.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/cab36f29-dae2-4591-8c85-eade0f25580b_Cedar+Ridge+Capital+LLC.png?auto=compress,format","size":"37812","height":"207","width":"200"},"name":[{"type":"paragraph","text":"Cedar Ridge Capital, LLC","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Equity, Private Credit, Real Estate, Venture, Hedge Funds, Direct Deals, Film Finance, Secondaries","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Joe Azzaro, CFA","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner & Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/joe-azzaro-cfa\/","spans":[]}],"photo":{"link_type":"Media","name":"Joe.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/18003541-ec45-4352-8508-b23d849722b1_Joe.jpeg?auto=compress,format","size":"36679","height":"495","width":"495"},"description1":[{"type":"paragraph","text":"Joe Azzaro is the Managing Director of Cedar Ridge Capital, LLC. Mr. Azzaro focuses his efforts on capital raising activities for alternative investment managers and has a personal interest in impact oriented strategies.","spans":[]},{"type":"paragraph","text":"Prior to establishing Cedar Ridge Capital, LLC, Mr. Azzaro served as a Managing Director for 360 One Firm Capital, LLC. Prior to that he was the Managing Director and Head of Business Development at PhaseCapital, a quantitative macro fund. Mr. Azzaro manages institutional relationships and has significant experience in credit and security analysis. Prior to joining PhaseCapital, Mr. Azzaro was a Director of alternative investment sales at Stonehaven, a leading placement agent. Prior to Stonehaven, Mr. Azzaro was an Assistant Vice President in the Credit Risk Management department of Deutsche Bank where he was the primary credit officer on a $700 million leveraged loan portfolio, evaluating the underlying credit risk of new\u00a0\u00a0transactions and monitoring credits for corporate events and overall credit risk. Previously, Mr. Azzaro was an Associate in the Leveraged Loan Portfolio group at Deutsche Bank and served as a junior portfolio manager. In this role, he was responsible for coordinating origination efforts, amendments, and refinancing among leveraged finance, capital markets, credit risk management, and the asset-based lending group.","spans":[]},{"type":"paragraph","text":"Mr. Azzaro earned a B.S. in Finance from the University of Scranton. Mr. Azzaro is a CFA charter holder and member of the CFA Institute, and the New York Society of Security Analysts (NYSSA). ","spans":[]},{"type":"paragraph","text":"Mr. Azzaro holds Series 7, 63, 31, and 3 registrations with\u00a0FINRA.","spans":[{"start":60,"end":65,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]},{"name1":[],"tag":[],"linkedin":[],"photo":{"link_type":"Media"},"description1":[]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"hedge-funds"}]}},{"id":"YbJJQxEAACEABTsv","uid":"changing-alpha-strategies-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&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. ","spans":[]},{"type":"paragraph","text":"Mr. Hubscher has deep subject-matter expertise in electronic trading across cash and derivatives markets, market structure, regulation, industry advocacy, and technology. Mr. Hubscher has leveraged his existing high level industry relationships across markets and participants, industry associates, media and analyst firms, and technology and service suppliers. ","spans":[]},{"type":"paragraph","text":"Mr. Hubscher\u2019s prior consulting work with Changing Market Strategies LLC includes business development for Battle of the Quants worldwide, sales for QuantZ Machine Intelligence Technologies, advisor, and Chief Marketing Officer at DataAxxis, and hedge fund research and trading technology media relations roles.\u00a0 ","spans":[]},{"type":"paragraph","text":"Previously, Mr. Hubscher was the Director of Marketing and Strategy at Object Trading. \u00a0Mr. Hubscher was the Industry Marketing Manager for Capital Markets at Progress Software, and held various sales, marketing, and product roles at BT Radianz. Mr. Hubscher is a dual-degree graduate of the University of Pennsylvania. Mr. Hubscher has a B.S. in Economics from the Wharton School of Business, and a B.S.E. in Mechanical Engineering and Applied Mechanics from the School of Engineering and Applied Sciences. ","spans":[]},{"type":"paragraph","text":"Mr. Hubscher currently holds 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=ZW2qhhYAAC8ArIsf&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. Mr. Woodard focuses his efforts on capital raising for alternative investment managers with niche and non-correlated strategies.","spans":[]},{"type":"paragraph","text":"Prior to launching CognitiveG Capital Partners, Mr. Woodard was a Managing Director at Riverside Management Group\/BCW Securities, a boutique merchant bank where he was responsible for deal sourcing, alternative investment manager research, and institutional capital formation. As a Managing Director, Mr. Woodard spearheaded engagements for venture capital, emerging hedge funds, technology, and real estate private equity managers. During his tenure at RMG, Mr. Woodard either advised or participated in approximately $250M of successful financings across many verticals, including maritime, natural resources, real estate, and infrastructure.","spans":[]},{"type":"paragraph","text":"Mr. Woodard also has an extensive background in high-technology. As a Lead Sales Executive at IBM, he positioned their flagship hybrid-cloud computing platform on Wall Street. He leveraged competitive intelligence and strategic product positioning to optimize enterprise IT economics and enhance system resiliency. Mr. Woodard helped launch a completely new, transformational IT life-cycle paradigm and articulated the nuances of organizational change management. He delivered DCF financial models for infrastructure capital investment, driving millions in revenue.","spans":[]},{"type":"paragraph","text":"As an IBM Partner, he engaged in market data latency, clock synchronization, and feed-handling complexities of buy-side technology for global capital markets. He closed an enterprise private cloud deal with a U.K. based investment bank that improved market resiliency, scalability, and efficiency. Prior to IBM, Mr. Woodard was one of Oracle Corporation\u2019s leading national business development executives for Retail SaaS applications.","spans":[]},{"type":"paragraph","text":"Mr. Woodard earned an AB from The College of William & Mary, an MA in Religion with a concentration in Social Ethics from Yale University, and an MBA in Banking with Merit from The University of London in 2011. He has earned the designation of Chartered Alternative Investment Analyst (CAIA). Mr. Woodard is a former NCAA Division 1A springboard diver, Classic America\u2019s Cup yacht racing sailor, and international adventurer.","spans":[]},{"type":"paragraph","text":" Mr. Woodard currently holds Series 7, 62, 63, and 65 registrations with\u00a0FINRA.","spans":[{"start":73,"end":78,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"hedge-funds"}]}},{"id":"YfLGchAAACAAqw7l","uid":"confero-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YfLGchAAACAAqw7l%22%29+%5D%5D","tags":[],"first_publication_date":"2022-01-27T16:21:45+0000","last_publication_date":"2022-08-25T11:48:39+0000","slugs":["confero-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Confero Capital logo.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/f99d5f84-af21-4a46-98e4-3ebcd429d963_Confero+Capital+logo.png?auto=compress,format","size":"35499","height":"164","width":"454"},"name":[{"type":"paragraph","text":"Confero Capital LLC","spans":[]}],"location":[{"type":"paragraph","text":"Boston, MA ","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Credit, Private Equity, Real Estate, Infrastructure, Venture Capital, Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/conferocapital.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Jay Allen","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/jayallen4\/","spans":[]}],"photo":{"link_type":"Media","name":"Confero - Jay.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/175eeec6-085b-4fb5-9fab-297c00abf7d3_Confero+-+Jay.png?auto=compress,format","size":"238156","height":"500","width":"500"},"description1":[{"type":"paragraph","text":"Mr. Jay Allen is the Founder and Managing Partner of Confero Capital LLC. Mr. Allen excels at bringing innovative ideas and investors together. Mr. Allen specializes in capital raising for emerging and growth companies, infrastructure projects, and real estate opportunities.","spans":[]},{"type":"paragraph","text":"Mr. Allen is a veteran financial services executive who spent over 30 years at Credit Suisse as a Managing Director in fixed income sales and client management. He began his career in mortgage securities sales in New York City and transitioned to managing the largest Boston institutional clients for the full range of securitized products. As Key Account Manager, he established and enhanced client relationships with money managers, insurance companies, banks, and hedge funds in Boston. Mr. Allen is known for delivering in the short-run and establishing productive collaboration in the long run. He is a compelling negotiator, multi-dimensional team leader, passionate organizer, and tenacious problem solver.","spans":[]},{"type":"paragraph","text":"Mr. Allen graduated Magna Cum Laude and Phi Beta Kappa from Colby College and served on Colby\u2019s visitor committee from 2013-2021. Mr. Allen is a dedicated mentor to Colby students interested in pursuing careers in the finance industry. He established \u201cPaving the Road to a Future in Finance\u201d, a financial career day in Boston for Colby students, in 2012 and has hosted the event for the past ten years. Extending his mentorship beyond the student population, Mr. Allen launched the Colby Financial Alumni Club in 2016 and the Passionate Alumni Advisor program in 2017. Mr. Allen\u2019s work has led to over 600 student pairings with financial services and consulting mentors. Jay was recently awarded the Ernest C. Marriner Distinguished Service Award at his 35th\u00a0Colby reunion.","spans":[]},{"type":"paragraph","text":"Mr. Allen serves on the board of Cathedral High School in Boston, a Catholic, urban and coeducational college preparatory school committed to excellence and social justice.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Allen and his wife Laurie live near Boston, where he enjoys golf and mountain biking.","spans":[]},{"type":"paragraph","text":"Mr. Allen currently holds series 7 and 63 registrations with\u00a0FINRA.","spans":[{"start":61,"end":66,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":null}]}},{"id":"ZU5GXBIAACoAAuD2","uid":"san-diego-ca","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZU5GXBIAACoAAuD2%22%29+%5D%5D","tags":[],"first_publication_date":"2023-11-16T08:36:49+0000","last_publication_date":"2023-11-16T08:36:49+0000","slugs":["connective-capital"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Connective Capital LOGO.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/a68314d5-bdfb-452c-a4ff-9a2147ea6d25_Connective+Capital+LOGO.png?auto=compress,format","size":"27552","height":"1500","width":"2000"},"name":[{"type":"paragraph","text":"Connective Capital","spans":[]}],"location":[{"type":"paragraph","text":"San Diego County, CA","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Fund, Private Credit, Private Equity, Real Estate and Direct Deals.","spans":[]}],"website":[{"type":"paragraph","text":"","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Mike Mitchell","spans":[]}],"tag":[{"type":"paragraph","text":"CEO and Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/michaelpmitchell\/","spans":[]}],"photo":{"link_type":"Media","name":"Mike Mitchell Headshot.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/9675f663-4675-42fd-9710-3e0702cdda05_Mike+Mitchell+Headshot.png?auto=compress,format","size":"910446","height":"690","width":"862"},"description1":[{"type":"paragraph","text":"Mr. Mike Mitchell is the CEO and Founder of Connective Capital.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Connective Capital is a placement agent focused on raising capital for diverse alternative investment vehicles, including funds, SPVs, co-investments, directs, secondary transactions, and private, growth-stage companies.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Drawing on his extensive experience and wide network, he specializes in identifying and promoting alternative investment opportunities to a select group of investors. He has\u00a0extensive experience in fund due diligence, manager and founder coaching, and closing complex sales cycles, from initial intros to roadshows to successful closings.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Throughout his career, Mr. Mitchell has fostered robust connections with a diverse array of institutional investors, with a strong focus on family offices. Within this sphere, he has orchestrated impactful networking events, shared insights at prestigious family office conferences, and established and managed a discreet social network tailored specifically to the unique needs of Single-family Offices (SFOs).","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Dedicated to staying at the forefront of industry trends, Mr. Mitchell actively participates in family office conferences and investment forums, ensuring he remains well-informed about the latest developments and investment opportunities. His commitment to the industry is unwavering, underpinned by a genuine passion for facilitating meaningful connections and delivering exceptional investment offerings.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Mitchell earned a bachelor\u2019s degree in economics at UCSD and is a CFA and CAIA charter holder.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Mitchell holds Series 7 and 63 licenses with FINRA.","spans":[{"start":49,"end":54,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-credit"},{"category":"private-equity"},{"category":"real-estate"}]}},{"id":"YY091REAACIAGCf-","uid":"cook-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY091REAACIAGCf-%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T15:59:20+0000","last_publication_date":"2023-06-22T10:29:59+0000","slugs":["cook-capital","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Cook Capital Group LLC logo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/9257f779-5945-41f2-a2c5-e92e38361129_Cook+Capital+Group+LLC+logo.jpg?auto=compress,format","size":"14120","height":"120","width":"120"},"name":[{"type":"paragraph","text":"Cook Capital","spans":[]}],"location":[{"type":"paragraph","text":"New Canaan, CT","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit, Real Estate, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Robert Cook","spans":[]}],"tag":[{"type":"paragraph","text":"CEO","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/robertcook-true-colors\/","spans":[]}],"photo":{"link_type":"Media","name":"Robert.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/a1caf51b-6795-49ca-bb7b-e5ce5f66910c_Robert.jpeg?auto=compress,format","size":"45300","height":"450","width":"450"},"description1":[{"type":"paragraph","text":"Robert Cook is the Founder and Chief Executive Officer of Cook Capital Group LLC. Mr. Cook spearheads Cook Capital Group\u2019s capital raising efforts with a focus on international institutional investors.","spans":[]},{"type":"paragraph","text":"Prior to Cook Capital Group, Mr. Cook spent 17 years at AllianceBernstein, serving as the Managing Director of Institutional Equity Sales where he oversaw the international distribution of top ranked global research products. While at AllianceBernstein, Mr. Cook played a key business development role in building the firm\u2019s global sales practice. Prior to AllianceBernstein, Mr. Cook served as Vice President of International Institutional Sales at UBS where he focused on sales of primary and secondary products to accounts throughout EMEA and Australia. Mr. Cook began his career in institutional sales at CJ Lawrence Inc. where he developed account relationships throughout Europe and worked in the firm\u2019s office in Sydney, Australia.","spans":[]},{"type":"paragraph","text":"Mr. Cook graduated from the University of Richmond with a B.S. in Marketing\/Finance and earned his Master\u2019s Degree in Finance from the London Business School. ","spans":[]},{"type":"paragraph","text":"Mr. Cook currently holds 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=ZW2qhhYAAC8ArIsf&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":"2023-11-20T12:22:16+0000","slugs":["distribution-bridges-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Distribution Bridges LOGO.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/ca8a3841-98d6-4245-847e-e0cc5b870d73_Distribution+Bridges+LOGO.png?auto=compress,format","size":"19872","height":"142","width":"648"},"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. ","spans":[]},{"type":"paragraph","text":"Distribution Bridges is a placement agent focused on raising capital for traditional and alternative strategies from institutional, wealth, and distribution channels. In addition to activities in the US, Distribution Bridges is creating a powerful cross-border marketing network for accessing EMEA.\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Williams\u2019s career started in London with Goldman Sachs, then Lehman Brothers, and as Managing Partner of Cantor Fitzgerald\u2019s global broker-dealer unit. He co-launched a top-performing global macro hedge fund that almost survived the GFC, and returned to Florida in 2011.\u00a0Most recently, Mr. Williams led the institutional and international business development at Polen Capital, based in Boca Raton. He also has project management credentials (PRINCE2, ITIL). His highly collaborative approach comes from 35 years of marketing financial products to leading global investors. In his career, Mr. Williams has helped raise over $25 billion for various strategies. ","spans":[]},{"type":"paragraph","text":"Mr. Williams holds a BA and MBA from Columbia University, where he received the prestigious Congressional Fellowship for International Finance. ","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=ZW2qhhYAAC8ArIsf&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. (\"PFM\"), the nation's leading municipal advisory firm for municipalities and 501c(3) entities.\u00a0 Mr. Williford then worked at two different investment banks, where he covered both high-grade and high-yield financings.\u00a0 He has structured 100% tax-exempt financings and unique project finance solutions with equity, subordinate debt, bank debt, and tax-exempt bonds.\u00a0 Most recently, Mr. Williford served as a Director at JE Dunn Capital Partners, LLC, the investment division of JE Dunn Construction Company, Inc., one of the nation's largest commercial contractors.\u00a0 In the course of his career, John has closed over $3.5 billion in financings.\u00a0\u00a0 In October 2022, John launched Dogwood Pecan, an independent firm that consults real estate developers on complex real estate projects across the country.\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Williford did his Bachelor of Arts in History and his Master of Science in Management from Wake Forest University.","spans":[]},{"type":"paragraph","text":"Mr. Williford currently holds Series 7 and 63 registrations with FINRA.","spans":[{"start":65,"end":71,"type":"hyperlink","data":{"link_type":"Web","url":"Finra.org"}}]}]}],"affiliate":[{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"}]}},{"id":"YY0-FBEAACEAGClL","uid":"ek-equities","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0-FBEAACEAGClL%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:00:23+0000","last_publication_date":"2022-07-26T17:40:57+0000","slugs":["ek-equities","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"EK Equities Logo (3).jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/8ed7a5ca-2f3c-4da9-b9f3-4f687374abd8_EK+Equities+Logo+%283%29.jpg?auto=compress,format","size":"11599","height":"104","width":"112"},"name":[{"type":"paragraph","text":"EK Equities","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Equity, Real Estate, Infrastructure, Venture, Hedge Funds, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Amy Ericson","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Principal\u00a0","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/amyericson\/","spans":[]}],"photo":{"link_type":"Media","name":"Amy.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/50aa1496-a542-4150-833b-de9f5b11ab7c_Amy.jpeg?auto=compress,format","size":"128386","height":"654","width":"654"},"description1":[{"type":"paragraph","text":"Amy J. Ericson is the Founder of EK Equities. Prior to EK Equities, Ms. Ericson was a VP with Bar Capital, and prior to Bar Capital, Ms. Ericson was at Greystone & Co., where she raised approximately $40 million dollars in EB-5 proceeds for multifamily and skilled nursing facility developments across the United States from investors in China, India, Vietnam, Brazil, Saudi Arabia and the Philippines.","spans":[]},{"type":"paragraph","text":"Mrs. Ericson graduated from Emmanuel College (Boston, Massachusetts) magna cum laude with distinction in the field of Political Science. Mrs. Ericson volunteers for the Henry Street Settlement Good Companion Senior Center, located in lower Manhattan.","spans":[]},{"type":"paragraph","text":"Mrs. Ericson\u00a0holds Series 7 and Series 63 securities licenses with\u00a0FINRA.","spans":[{"start":67,"end":72,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"infrastructure"}]}},{"id":"YY0-qxEAACEAGCxe","uid":"engild-private-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0-qxEAACEAGCxe%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:02:54+0000","last_publication_date":"2023-06-22T10:39:12+0000","slugs":["engild-private-capital","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"engildprivate_logo2-1.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/a4ef8b7c-e4d2-45a1-b6f7-8a835fa48845_engildprivate_logo2-1.jpg?auto=compress,format","size":"8717","height":"31","width":"150"},"name":[{"type":"paragraph","text":"Engild Private Capital","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Alan Fields, CFA, CAIA","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/alan-fields-aa562918\/","spans":[]}],"photo":{"link_type":"Media","name":"Alan.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/df55b150-8828-4515-acc6-9c55f5acd8c3_Alan.jpeg?auto=compress,format","size":"12370","height":"298","width":"298"},"description1":[{"type":"paragraph","text":"Mr. Alan Fields is the Managing Director at Engild Private Capital (\u201cEngild\u201d). Mr. Fields has over 20 years experience as an institutional sales professional, introducing investment solutions to institutional clients across a wide range of alternative products.","spans":[]},{"type":"paragraph","text":"Prior to founding Engild, Mr. Fields was a Principal at The Abraaj Group, where he covered fundraising and investor relations across North America. Prior to joining The Abraaj Group, he was a Managing Director with PineBridge Investments (and its predecessor entity AIG Investments). Mr. Fields has successfully raised over one billion in fund commitments in various private capital strategies including venture, growth, buyout, secondaries, emerging markets, infrastructure, and hedge funds. Prior to AIG\/Pinebridge Mr. Fields was a Managing Director in institutional fixed income sales with Bear Stearns & Co, and before that he was with the auditing team of KPMG (f\/k\/a Peat Marwick & Mitchell).","spans":[]},{"type":"paragraph","text":"Mr. Fields received his MBA in Finance from The Wharton School, University of Pennsylvania and a BA in Accounting from Pace University. He holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. He is also a Certified Public Accountant (CPA). ","spans":[]},{"type":"paragraph","text":"Mr. Fields currently holds 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=ZW2qhhYAAC8ArIsf&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. Bender (1989) and the author of The Earthbound Parent: How (and Why) to Raise Your Little Angels Without Religion, Pitchstone Publishing (2018) , a book that encourages critical thinking and enhanced ethical standards.\n\nMr. Conn periodically lectures at or appears in podcasts associated with Columbia University's Harriman Institute of Russian, Eurasian, and East European Studies as well as at the Institute for New Economic Thinking, the Centre for International Governance Innovation, the Center on National Security and Columbia University's SIPA Center on Global Economic Governance.\n\nMr. Conn is fluent in Russian and Spanish.\n\nMr. Conn holds Series 7, 63 and 82 with FINRA.","spans":[{"start":3071,"end":3076,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"hedge-funds"}]}},{"id":"YY0-4hEAACIAGC2F","uid":"eversky-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0-4hEAACIAGC2F%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:03:49+0000","last_publication_date":"2023-06-22T10:40:23+0000","slugs":["eversky-capital-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"EverskyCapital_logo3 (1).jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/c27c585a-46b7-4719-a90d-b656ffad16fe_EverskyCapital_logo3+%281%29.jpg?auto=compress,format","size":"7770","height":"49","width":"150"},"name":[{"type":"paragraph","text":"EverSky Capital, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Boulder, CO","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit, Real Estate, Direct Deals ","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Eli Johnson, CFA","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/eli-johnson-cfa\/","spans":[]}],"photo":{"link_type":"Media","name":"Eli Johson Ever Sky.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/86176225-56ff-40b3-af3c-d1e03993e8ed_Eli+Johson+Ever+Sky.jpeg?auto=compress,format","size":"60329","height":"500","width":"500"},"description1":[{"type":"paragraph","text":"Eli Johnson, CFA is the Founder and Managing Partner of EverSky Capital, LLC. Mr. Johnson partners with select alternative investment managers with niche strategies to provide strategic consulting and capital raising services.","spans":[]},{"type":"paragraph","text":"Prior to launching EverSky Capital, Mr. Johnson was a Vice President with The True Life Companies, an opportunistic real estate private equity firm where he was in charge of business development activities with institutions and family offices. Prior to joining The True Life Companies, he served 10 years as Vice President of Investments for Consumer Capital Partners, a single family office, where he sourced investments, conducted due diligence, and presented recommendations to the Investment Committee. In this role he evaluated hundreds of alternative investments including hedge funds, structured credit, private debt, private equity, and real estate. The resulting portfolio consistently exceeded the firm\u2019s performance objectives.","spans":[]},{"type":"paragraph","text":"Mr. Johnson has over 20 years of investment management experience as a trusted advisor for family office, high net worth, and institutional investors. Throughout his career he has utilized alternative investments to create absolute return strategies on over $1billion in assets. With a keen focus on generating positive returns while managing downside risks, his investment recommendations have primarily involved real estate private equity structures, private debt, and non-correlated strategies. Mr. Johnson also has extensive investment banking, hedge fund management, and institutional fixed income investment experience. ","spans":[]},{"type":"paragraph","text":"Mr. Johnson graduated Magna Cum Laude with a B.S. in Finance from the University of Colorado at Boulder, Leeds School of Business. He is a CFA Charterholder, and a member of the CFA Institute and CFA Society Colorado.","spans":[]},{"type":"paragraph","text":"Mr. Johnson currently holds series 7 & 63 registrations with\u00a0FINRA.","spans":[{"start":61,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"}]}},{"id":"ZSarlxEAAC4Avv-Q","uid":"first-strike-securities-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZSarlxEAAC4Avv-Q%22%29+%5D%5D","tags":[],"first_publication_date":"2023-10-27T07:01:12+0000","last_publication_date":"2023-10-27T07:01:12+0000","slugs":["first-strike-securities-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"First Strike Securities LOGO.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/f539835f-55ec-4d6a-8b95-0bf8b7a60f6c_First+Strike+Securities+LOGO.jpg?auto=compress,format","size":"7867","height":"200","width":"200"},"name":[{"type":"paragraph","text":"First Strike Securities LLC","spans":[]}],"location":[{"type":"paragraph","text":"San Diego, 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":"Anthony Kloszewski","spans":[]}],"tag":[{"type":"paragraph","text":"CEO and Manager","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/anthony-kloszewski\/","spans":[]}],"photo":{"link_type":"Media","name":"Anthony Kloszewski's Headshotj.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/f1a94fdc-b7d7-433e-b68f-dc2ae4e028ab_Anthony+Kloszewski%27s+Headshotj.png?auto=compress,format","size":"8103653","height":"2880","width":"2216"},"description1":[{"type":"paragraph","text":"Mr. Anthony Kloszewski is the CEO and Manager of First Strike Securities LLC.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Recognizing a gap in the market, Mr. Kloszewski further expanded his portfolio in 2023 by launching First Strike Securities, this venture aims to provide access to capital markets for startups, emerging funds, and innovative projects.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Kloszewski\u2019s journey into financial services initially led him to establish Skynet Systems Capital Partners in order to incubate a quant trading strategy. However, unforeseen personal challenges faced by his business partner led to a shift in direction. Undeterred, in 2021, he founded First Strike Finance LLC, focusing on providing project finance for ground-up real estate developments, and energy projects, and infusing growth capital into operating companies. ","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Kloszewski began his professional journey with the US Navy in 2010, training as a nuclear electronics technician. His dedication and prowess led him to the esteemed United States Naval Academy, where he graduated in 2017 with a B.S. in Nuclear Engineering. Serving as a surface warfare officer, Anthony showcased leadership and technical acumen until his departure from active service in August 2023.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Kloszewski has a personal passion for affordable housing, creating circular economies, and regenerative agriculture.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Kloszewski holds the SIE, Series 7, and 63 registrations with FINRA.","spans":[{"start":66,"end":71,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-credit"},{"category":"private-equity"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"venture-capital"}]}},{"id":"YfBNBxEAACIAkjye","uid":"fort-schuyler-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&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=ZW2qhhYAAC8ArIsf&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. The firm maintains offices in Stony Brook, NY, and West Palm Beach, FL. Mr. Degen has accumulated 30 years of finance, investment management, and operating experience across various industries. His broad expertise includes business strategy, corporate development, cross-functional business development, strategic partnering, and strategic supply chain development.","spans":[]},{"type":"paragraph","text":"Mr. Degen began his professional career with Ogden Corporation in 1988, During his 6.5 years with Ogden Mr. Degen obtained a significant understanding of what is needed to effectively negotiate and close complex business partnerships and projects. John also held a high-level security clearance and served as the Assistant Facility Security Officer of Ogden. In 1995, Mr. Degen began his 17-year career with Sumitomo Corporation\u2019s Business Investment Division. He participated in the deployment of more than $2.0 billion of debt and equity capital during his time with Sumitomo. 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. In the Summer of 2023, he established his own entity with Stonehaven, Fusion Growth Capital.","spans":[]},{"type":"paragraph","text":"Mr. Degen received a B.A. in History from the University of Virginia and an MBA from Long Island University. He also attended executive management education programs at the Kellogg Graduate School of Management at Northwestern University and the Darden Graduate School of Business Administration at the University of Virginia.\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Degen speaks English, German, and rudimentary Japanese. ","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=ZW2qhhYAAC8ArIsf&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=ZW2qhhYAAC8ArIsf&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. Before that, Ms. Short founded, led, grew, and exited NYC Social, a pro-social start-up based in New York City. ","spans":[]},{"type":"paragraph","text":"Ms. Short holds a BA in Communication Studies from Towson University, is active in the area of inclusive investment education, and divides her time between Lisbon, Portugal, and the USA.","spans":[]},{"type":"paragraph","text":"Ms. Short currently holds Series 7 and 63 registrations with FINRA.\u00a0\u00a0","spans":[]}]}],"affiliate":[{"category":"real-estate"}]}},{"id":"Y7ffpRIAAKaqsr3-","uid":"matt-karnes","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&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=ZW2qhhYAAC8ArIsf&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=ZW2qhhYAAC8ArIsf&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=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZH2-iBYAAC4ABY1k%22%29+%5D%5D","tags":[],"first_publication_date":"2023-06-05T13:14:12+0000","last_publication_date":"2023-06-05T13:14:12+0000","slugs":["honeyhive-capital"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"HoneyHive Capital Logo v1.1.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/d1587538-8e83-4ff5-b761-6da6d9a54d54_HoneyHive+Capital+Logo+v1.1.png?auto=compress,format","size":"104966","height":"421","width":"1534"},"name":[{"type":"paragraph","text":"HoneyHive Capital","spans":[]}],"location":[{"type":"paragraph","text":"Richmond, TX","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Fund, Private Equity, Private Credit, Venture capital, Real estate, Infrastructure, Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/www.honeyhivecapital.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Matt Johns","spans":[]}],"tag":[{"type":"paragraph","text":"Principal","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/matthewbjohns\/","spans":[]}],"photo":{"link_type":"Media","name":"Matt - HoneyHive.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/794b722a-24e8-44d6-b22a-30378e05b47b_Matt+-+HoneyHive.jpg?auto=compress,format","size":"1905227","height":"1928","width":"1346"},"description1":[{"type":"paragraph","text":"Mr. Matt Johns is the CEO of HoneyHive Capital.\u00a0\u00a0\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"HoneyHive Capital helps alternative investment firms strategically connect with the right investors. They develop cohesive strategies, messaging, and collateral to help investors realize the deal's competitive edge and value.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Johns has experience in many collaborative projects that extend from intra-organizational collaboration to national, private-public partnerships. Most of his experience has come from working in the non-profit industry. He has raised public and private funds through grant writing, galas, and growing donor networks. He was heavily involved in disaster recovery for multiple flooding events in the Greater Houston area including Hurricane Harvey where he served the lead role in coordination of public and private recovery efforts.\u00a0 He has also developed innovative community networks, formed multiple programs, and facilitated local and national public policy efforts.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Johns originally started HoneyHive Capital in 2021 while reflecting on an unsuccessful tech startup.\u00a0 He understood the pain points and wanted to become the solution.\u00a0 Since then, he has worked with RIAs, growth companies, real estate developers, and emerging fund managers helping them strategically connect with investors.\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Johns earned a double-major BA in Communications and Religion from Baylor University and has an MBA in Finance from LSU-Shreveport.\u00a0\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Johns currently holds Series 7, 63, & 65 registrations with FINRA.\u00a0\u00a0","spans":[{"start":64,"end":69,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"infrastructure"},{"category":"hedge-funds"},{"category":"real-estate"}]}},{"id":"YY1BKBEAACIAGDh9","uid":"invictus-impact-capital-partners-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1BKBEAACIAGDh9%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:14:19+0000","last_publication_date":"2022-09-06T15:36:29+0000","slugs":["invictus-impact-capital-partners-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Invictus_logo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/beabc1be-8c76-489b-a72f-c98768729fe5_Invictus_logo.jpg?auto=compress,format","size":"13832","height":"43","width":"150"},"name":[{"type":"paragraph","text":"Invictus Impact Capital Partners, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Madison, CT","spans":[]}],"strategy_focus":[{"type":"paragraph","text":" Private Equity, Hedge Fund, Private Credit, Real Estate, Infrastructure, Venture Capital, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"John M. Pagli Jr.","spans":[]}],"tag":[{"type":"paragraph","text":"Founder, Managing Member & CEO","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/johnpagli\/","spans":[]}],"photo":{"link_type":"Media","name":"JMP-Professional-Photo-BW.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/5b63c7e2-f2a1-4e24-9a7f-688b6da14d6b_JMP-Professional-Photo-BW.jpeg?auto=compress,format","size":"22021","height":"98","width":"77"},"description1":[{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr. John M. Pagli, Jr., is a senior business development advisor in the alternative investment industry with broad and deep experience with hedge fund and private markets strategies. Based in Connecticut, he leads capital raising advisory mandates for raising capital for alternative investment managers and creating new products for alternative investors. John is a globally positioned C-Level strategic business development and operating executive with broad and deep experience of over 25 years in alternative financing and investments across the full spectrum of structures and investments ranging from private markets, spanning leveraged finance, structured finance, private equity, mezzanine financing, private debt and credit, infrastructure and project finance, and ESG, impact and Opportunity Zone investments, to an extensive array of hedge fund strategies.","spans":[]},{"type":"paragraph","text":"Mr. Pagli has been integral to the development and management of alternative financing and investment businesses at all key phases of the business and product life cycles, both organically and strategically, through new product development, capital raising, investor relationship management, and the creation and management of joint ventures and strategic partnerships to launch and distribute new products to institutional, family office, UHNW investors and wealth managers globally. He has been an active member of executive and investment committees, sourcing and allocating capital to internal principal investment strategies and to external managers. He is driven by creative, client-centric, complex problem-solving, drawing on prior experiences in commercial banking, investment banking, principal investing and consultative selling. John is a frequent speaker on the international conference circuit and a contributing author to various industry publications.","spans":[]},{"type":"paragraph","text":"Mr. Pagli has worked with several industry leading firms in capital markets and investment banking, hedge funds and private markets. He began his career in specialized lending with National Westminster Bank, after completing the bank\u2019s credit training program at the top of his class, and then joined Union Bank of Switzerland to co-found and co-manage the North American project finance group, with aggregate transaction values in excess of $1 billion. John then moved to Wall Street and worked on a number of high-profile financing and advisory assignments and principal investments with Merrill Lynch with an aggregate transaction value of over $2.5 billion. Later, he embarked on his career in business development with alternative investment managers. As President and Managing Partner, John grew assets under management from $59 million to over $1.5 billion, and another $600 million for a few other alternative investments as head of business development. More recently, he managed the launch of several private markets funds with Prospect Capital Management, a leading business development company, and developed strategic investment partnerships for Corvias, a leading military and student housing and infrastructure developer.","spans":[]},{"type":"paragraph","text":"Mr. Pagli earned an MBA degree with distinction from New York University Stern Graduate School of Business Administration and a BSBA degree, cum laude, from Boston University Questrom School of Business.","spans":[{"start":141,"end":150,"type":"em"}]},{"type":"paragraph","text":"Mr. Pagli is currently pursuing Series 7, Series 63 and other registrations with FINRA and Series 65 license with the SEC.","spans":[{"start":81,"end":86,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"hedge-funds"}]}},{"id":"YcTcAhEAACMA74nP","uid":"jda-funds-management-inc.","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YcTcAhEAACMA74nP%22%29+%5D%5D","tags":[],"first_publication_date":"2021-12-23T20:30:55+0000","last_publication_date":"2023-06-22T10:44:57+0000","slugs":["jda-funds-management-inc."],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"JDAFundsLogo-BB.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/53b1e7b0-92ee-47dc-a8d3-445da5c48468_JDAFundsLogo-BB.png?auto=compress,format","size":"11404","height":"177","width":"545"},"name":[{"type":"paragraph","text":"JDA Funds Management, Inc.","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY ","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Credit, Private Equity, Real Estate, Infrastructure, Venture Capital, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Jeffrey Appel","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[]}],"linkedin":[],"photo":{"link_type":"Media","name":"JDA - Jeffrey.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/a01d38b4-834a-44bd-bb00-9372c4f12293_JDA+-+Jeffrey.png?auto=compress,format","size":"402874","height":"500","width":"500"},"description1":[{"type":"paragraph","text":"Mr.\u00a0Jeffrey Appel\u00a0Founder & Managing Principal of JDA Funds Management,\u00a0Inc., raises capital and advises both funds and companies. Some recent successes for\u00a0Mr. Appel\u00a0include raising\u00a0$50m for a litigation finance company,\u00a0raising $80M for a VC Fund,\u00a0and\u00a0helping arrange an $800M merger of a public company transaction. He is also currently an advisor to 4 publicly traded SPACs.\u00a0","spans":[]},{"type":"paragraph","text":"\u00a0Mr. Appel began his career as an Investment Banker specializing in\u00a0healthcare. He then transitioned into institutional equity sales and worked at firms including CJ Lawrence, Salomon Brothers, and Oppenheimer covering the largest NYC based hedge funds. Mr. Appel then ran a small long\/ short equity hedge fund.","spans":[]},{"type":"paragraph","text":"Mr.\u00a0Appel was one of the pioneers of SPACs and then spent 7 years with a very successful merchant bank before going out on his own.","spans":[]},{"type":"paragraph","text":"Mr. Appel graduated from The University of Pennsylvania with a B.A. in Economics. Mr. Appel has been a highly ranked tennis player since childhood and is the\u00a0Founder of and Captain of Team USA in the Finance Cup. He has mentored more than 100 former pro and college tennis players and is very active in philanthropies involving underserved youth and tennis.\u00a0","spans":[]},{"type":"paragraph","text":"Mr.\u00a0Appel\u00a0currently holds Series 7, 63, and 79\u00a0 registrations with\u00a0FINRA.","spans":[{"start":67,"end":72,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":null}]}},{"id":"Y8f_BREAACwAZ40z","uid":"jfm-capital-advisors-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&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=ZW2qhhYAAC8ArIsf&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. He has completed advanced courses in portfolio management, risk analysis, and financial planning, enabling him to provide insightful guidance in complex investment landscapes. Known for his strategic thinking and meticulous attention to detail, Mr. Jackson has built a reputation for delivering exceptional results and maintaining long-lasting client relationships. His professionalism and commitment to excellence have earned him recognition within the industry, as well as the trust and confidence of his clients. ","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=ZW2qhhYAAC8ArIsf&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. Ms. Kuliga began her career in 1994 as in-house counsel at the national sports agency, Woolf Associates, and was the first woman to negotiate an NFL quarterback\u2019s contract.\u00a0 She possesses extensive experience in athlete representation, corporate consulting, business development, licensing, sponsorship sales, and event management. In 2017, Ms. Kuliga merged K Sports & Entertainment, her nationally recognized sports marketing, and athlete representation agency, with Vanguard Sports Group where she oversees business development. From 2001-2017, as the founder and CEO of K Sports & Entertainment, Ms. Kuliga led a national sports management and marketing firm where she represented NFL players and sold endorsements and sponsorships on behalf of professional athletes and Fortune 500 companies. ","spans":[]},{"type":"paragraph","text":"Ms. Kuliga holds a bachelor\u2019s degree from the University of Massachusetts at Amherst and a JD from Suffolk University Law School. ","spans":[]},{"type":"paragraph","text":"Ms. Kuliga currently holds series 63 and 82 registrations with FINRA.","spans":[{"start":63,"end":69,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/us-east-2.protection.sophos.com\/?d=finra.org&u=aHR0cHM6Ly93d3cuZmlucmEub3JnLyMv&p=m&i=NjFhNDA2NWU3OGRlZTIwZTI2MWU4Yzhk&t=QUlMODhQOU1XbUNkcEFqY3lkZDQwTzkxam9sT1E3QXJiUHhMaFlkME9lVT0=&h=1917627af5284d26800cc2f0ca6e6fd7&s=AVNPUEhUT0NFTkNSWVBUSVZcxOMEyJ7XplSsaBmKkvHE1f5sOlrB10jOBVmJLrTHRQ"}}]}]}],"affiliate":[{"category":null}]}},{"id":"ZJRoNBYAADEAXJWI","uid":"mac-ii-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZJRoNBYAADEAXJWI%22%29+%5D%5D","tags":[],"first_publication_date":"2023-06-23T09:04:11+0000","last_publication_date":"2023-06-23T09:42:16+0000","slugs":["mac-ii-capital"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Screenshot 2023-06-23 151034.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/d746e1d3-c058-4f00-89e5-e1d7e37386d6_Screenshot+2023-06-23+151034.png?auto=compress,format","size":"9282","height":"292","width":"676"},"name":[{"type":"paragraph","text":"MAC II Capital","spans":[]}],"location":[{"type":"paragraph","text":"Greenwich, CT","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit, Real Estate, Infrastructure, Venture Capital, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Mario Colella","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Member","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/mario-colella-b5a557\/","spans":[]}],"photo":{"link_type":"Media","name":"MARIO - MAC II.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/20c79c7f-e12b-4658-bd82-fd9eff0e1be9_MARIO+-+MAC+II.png?auto=compress,format","size":"394449","height":"568","width":"455"},"description1":[{"type":"paragraph","text":"Mr. Mario Colella is the managing member of the MAC II Capital.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"MAC II Capital is focused primarily on raising capital for alternative fund managers across hedge fund, private credit and venture capital strategies, and secondarily focused on select direct deal opportunities. They focus on marketing and capital raising for best-in-class investment managers.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Prior to founding MAC II Capital, Mr. Colella was a Managing Director in Business Development at Arena Investors, a $3.5bn special situations private credit firm with offices globally.\u00a0Mr. Colella was also an Executive Director in Sales and Marketing at Harvest Volatility Management, a leading options and volatility risk manager. Mr. Colella\u2019s fundraising career started at Stonehaven, where he was a Director in the Alternative Sales group focused on covering the east coast allocator community in the US. Mr. Colella began his career in finance by spending nearly two decades\u00a0in sales and trading at Goldman Sachs in New York, London, and Milan where he managed institutional relationships and risk across various asset classes.\u00a0 ","spans":[]},{"type":"paragraph","text":"\u00a0Mr. Colella graduated from Fairfield University with a B.A. in\u00a0Political Science (Magna Cum Laude).\u00a0 ","spans":[]},{"type":"paragraph","text":"\u00a0Mr. Colella currently holds series 7, 63, 55, and series 32 registrations with FINRA.","spans":[{"start":80,"end":86,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/"}}]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-equity"},{"category":"private-credit"},{"category":"infrastructure"},{"category":"real-estate"},{"category":"infrastructure"}]}},{"id":"Y7v9iRIAAC0AuQTy","uid":"mcx-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y7v9iRIAAC0AuQTy%22%29+%5D%5D","tags":[],"first_publication_date":"2023-02-27T21:25:37+0000","last_publication_date":"2023-06-30T14:33:33+0000","slugs":["mcx-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Mcx Capital Logo..jfif","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/eeea4dcf-fe77-4db9-b1de-6db8cdd41c50_Mcx+Capital+Logo..jfif?auto=compress,format","size":"6918","height":"200","width":"200"},"name":[{"type":"paragraph","text":"MCX Capital LLC","spans":[]}],"location":[{"type":"paragraph","text":"Houston, TX","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit, Real Estate, Infrastructure funds, Venture Capital, Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"http:\/\/www.mcx-capital.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Blaine Burke","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/blaine-burke-63325760\/","spans":[]}],"photo":{"link_type":"Media","name":"MCX - Blaine.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/8cdc6532-81a3-4851-9adb-6ac1e20835e5_MCX+-+Blaine.jpg?auto=compress,format","size":"15250","height":"299","width":"299"},"description1":[{"type":"paragraph","text":"Mr. Blaine Burke is the Founder and Managing Partner at MCX Capital LLC.\u00a0\u00a0 ","spans":[]},{"type":"paragraph","text":"MCX Capital LLC raises capital, in addition to M&A, for companies, hedge funds, venture capital funds, and private equity funds. MCX Capital LLC concentrates on project finance, real estate, oil & gas, logistics, metals & mining, infrastructure, and power generation (conventional and renewables), as well as technology, which makes MCX a potential optimal fit for numerous companies and investors.\u00a0 ","spans":[]},{"type":"paragraph","text":"Prior to MCX, Mr. Burke was a Partner with Clewed, a fintech platform focused on serving middle-market companies and advisors in line with SEC rules which allows companies to raise capital from any accredited investor online. Mr. Burke was previously with BBG, a leading national assessments and valuation real estate service firm focused on Business Development and Financial Advisory. Prior to BBG, Mr. Burke was a partner at Lieef, a sustainability investment platform focused on the private pre-institutional funding markets, tasked with origination, execution, and investment analysis. Mr. Burke started his career in New York City at Whitehall Investment Bank, where he closed over 15 transactions representing ~$18 billion in capital commitments. His focus was corporate equity, real asset equity, and debt across the conventional power, renewable power, transmission, and oil and gas sectors in the United States.\u00a0 Houston is Mr. Burke's hometown. He has co-founded an energy company there, committed to providing comprehensive, integrated solutions for upstream and midstream companies until its subsequent sale to a private equity firm in December 2020. ","spans":[]},{"type":"paragraph","text":"Mr. Burke graduated with Honors from the University of Houston.\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Burke currently holds Series 7, 63, and 79 registrations with FINRA.","spans":[{"start":66,"end":71,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/finra.org"}}]}]}],"affiliate":[{"category":null}]}},{"id":"YY1CEREAACMAGD2E","uid":"madison-peak-capital-partners","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1CEREAACMAGD2E%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:17:25+0000","last_publication_date":"2023-06-22T10:47:06+0000","slugs":["madison-peak-capital-partners","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"MadisonPeak_logoWebsite.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/cfaed685-f4cd-4ff2-9883-4c57b6f52ce9_MadisonPeak_logoWebsite.jpg?auto=compress,format","size":"11999","height":"48","width":"150"},"name":[{"type":"paragraph","text":"Madison Peak Capital Partners","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Equity, Private Credit, Distressed Credit, Real Estate, Venture, Hedge Funds, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"John Donovan","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/john-donovan-a34b205\/","spans":[]}],"photo":{"link_type":"Media","name":"John.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/cdc87284-e25a-4583-9905-746576f0d5f6_John.jpeg?auto=compress,format","size":"8159","height":"212","width":"212"},"description1":[{"type":"paragraph","text":"John Donovan is the Founder & Managing Director of Madison Peak Capital Partners. Mr. Donovan has a track record of raising capital from institutional investors including family offices, endowments\/foundations, sovereign wealth funds, consultants, pension funds & insurance companies, with fundraising expertise in venture capital, private equity, direct investments, private credit, distressed credit, and hedge funds. Mr. Donovan\u2019s focus areas include tech, fintech, biotech, AI, and blockchain.","spans":[]},{"type":"paragraph","text":"Prior to Madison Peak Capital Partners, Mr. Donovan was with Oakpoint. Prior to joining Oakpoint, Mr. Donovan was the Head of Business Development at Eastern Advisors, a long\/short equity fund seeded by Tiger Management, where he was responsible for marketing, business development, and investor relations.","spans":[]},{"type":"paragraph","text":"Prior to Eastern Advisors, Mr. Donovan was a Vice President at HSBC Securities Global Equities and was a Director and Vice President at Deutsche Bank in Hong Kong, London and New York.","spans":[]},{"type":"paragraph","text":"Mr. Donovan graduated from Georgetown University with a BBA in Finance. ","spans":[]},{"type":"paragraph","text":"Mr. Donovan currently holds Series 7 and 63 registrations with FINRA.","spans":[{"start":63,"end":69,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"hedge-funds"}]}},{"id":"YY1CQREAACEAGD6E","uid":"maxwell-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1CQREAACEAGD6E%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:18:13+0000","last_publication_date":"2023-06-22T10:49:06+0000","slugs":["maxwell-capital-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"MaxwellCapLLC_logo2.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/7d40f53b-bf66-4815-9c46-8e4ea09b91f5_MaxwellCapLLC_logo2.jpg?auto=compress,format","size":"5359","height":"64","width":"112"},"name":[{"type":"paragraph","text":"Maxwell Capital, LLC","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private debt placements within transportation, energy, and\ninfrastructure with possible related activity in private equity and M&A advisory assignments.","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Matthew Johan","spans":[]}],"tag":[{"type":"paragraph","text":"Founding Principal","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/matthewjohan\/","spans":[]}],"photo":{"link_type":"Media","name":"Mat.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/ac30d5b0-7ad2-4e64-be26-9f490af446c4_Mat.jpeg?auto=compress,format","size":"26413","height":"516","width":"516"},"description1":[{"type":"paragraph","text":"Mr. Johan is the Founder and Principal of Maxwell Capital, LLC. Mr. Johan has 16 years of investment banking experience focused on raising capital for marine transportation and offshore energy companies.","spans":[]},{"type":"paragraph","text":"Prior to launching Maxwell Capital, Mr. Johan opened and led the New York office and the US-focused corporate finance practice for Arctic Securities, a Norwegian investment bank with a focus on shipping and offshore energy segments.","spans":[]},{"type":"paragraph","text":"Prior to Arctic Securities, Mr. Johan was a partner at RS Platou Markets where he had origination and execution responsibilities for private and public debt and equity placements in shipping and offshore energy. This firm was sold to Clarkson PLC and renamed Clarkson Platou Securities.","spans":[]},{"type":"paragraph","text":"Prior to RS Platou Markets, Mr. Johan was an Investment Banking Analyst and Associate at Jefferies & Co. where he worked on the origination and execution of high yield bond and private equity placements and advisory assignments focusing on shipping and agricultural commodity transactions. Mr. Johan worked from both the New York and Singapore offices.","spans":[]},{"type":"paragraph","text":"Mr. Johan has focused on structures including Project bonds (IG\/sub-IG), Senior debt, Sale-leasebacks, Mezzanine, and Private Equity. He has also focused on issuers which are privately held corporates that typically are non-US domiciled.","spans":[]},{"type":"paragraph","text":"Mr. Johan received his BA from the University of California, Berkeley. Mr. Johan holds Series 7, 24, 55, 63, and 79 registrations with FINRA. ","spans":[{"start":135,"end":140,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]},{"type":"paragraph","text":"Mr. Johan lives in East Hampton, NY.","spans":[]}]}],"affiliate":[{"category":"private-equity"},{"category":"infrastructure"}]}},{"id":"YZ0GTRUAACMAqv4O","uid":"new-legacy-investment-group","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YZ0GTRUAACMAqv4O%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-23T15:18:40+0000","last_publication_date":"2023-06-22T10:51:07+0000","slugs":["new-legacy-investment-group-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"NEwLegacy_logo2.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/e988aaef-4a1e-4f3a-a507-781b206a9516_NEwLegacy_logo2.png?auto=compress,format","size":"7586","height":"91","width":"200"},"name":[{"type":"paragraph","text":"New Legacy Investment Group, LLC","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit, Real Estate and Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Joseph Weilgus, CPA","spans":[]}],"tag":[{"type":"paragraph","text":" Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/weilgus\/","spans":[]}],"photo":{"link_type":"Media","name":"Joseph.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/f5a9010e-758a-44a2-a806-5ef770a12f96_Joseph.jpeg?auto=compress,format","size":"72941","height":"500","width":"500"},"description1":[{"type":"paragraph","text":"Mr. Joseph Weilgus, CPA is the Managing Partner of New Legacy Investment Group, LLC, a capital raising group primarily focused on direct investments. He also currently serves as the CEO of the New Legacy Investment Group of Companies, an SEC registered investment advisory firm that includes investment advisory and other services focused on the needs of families of significant net worth, a fund allocation business, and a direct investment business with holdings across technology, real estate, finance, and other sectors. Mr. Weilgus also co-founded Syno Capital, a New Legacy subsidiary focused on healthcare and bio-tech investments.","spans":[]},{"type":"paragraph","text":"Prior to co-founding New Legacy in 2007, Mr. Weilgus was President of Geller Holdings, LLC and Managing Director, Client Relations at Geller & Co where he advised clients and firm principals on numerous investments and structured financial transactions, as well as the growth of the company's business.","spans":[]},{"type":"paragraph","text":"Prior to joining Geller, Mr. Weilgus was Director of Client Relations at American Express Tax and Business Services Inc. (\"TBS\") and was responsible for the Venture Services Group as well as the Government Services Group as part of his business development role. He has helped companies and governments improve their businesses and operations by advising and introducing senior management to financing and funding sources, business strategy, mergers and acquisitions and debt-offerings. Mr. Weilgus was the driving force behind financing transactions in excess of $500 million in 2004 and 2005 and launched numerous initiatives within TBS. Before joining American Express he was a Senior Associate with PricewaterhouseCoopers in the audit practice where he earned his CPA.","spans":[]},{"type":"paragraph","text":"Mr. Weilgus was selected by the Harvard Business School Club of New York as the Not-for-Profit Entrepreneur of the Year in 2002 for his outstanding work as Founder and Chairman of Project Sunshine, a multi-national children's non-profit organization. Mr. Weilgus founded Project Sunshine out of his college dorm room in 1998. Its 18,000 volunteers now serve over 150,000 children a year in 175 cities across the U.S., Canada, Africa, China and the Middle East. In 2004, he was awarded the 8th Annual Business Leadership Award from Yeshiva University. He, along with Project Sunshine, has received numerous honorariums, including ringing the opening and closing bells at the NYSE and NASDAQ exchanges in honor of the Mayor Bloomberg's declaration of Project Sunshine Week in New York City over the past several years.","spans":[]},{"type":"paragraph","text":"Mr. Weilgus earned a B.S. in Accounting from Yeshiva University in 1999 and has participated in executive education programs at Harvard Business School. He was an undefeated NCAA tennis player and Editor-in-Chief of the business newspaper at Yeshiva. He is the Founder and Chairman of the Board of Project Sunshine, an active member of the Young Presidents Organization, a board member of the American Hebrew Academy in Greensboro, North Carolina. ","spans":[]},{"type":"paragraph","text":"Mr. Weilgus currently holds 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. Petrole is the Operations Associate with New Legacy Investment Group LLC. Mr. Petrole joined the New Legacy Group of Companies in 2021.","spans":[]},{"type":"paragraph","text":"Prior to joining New Legacy, Mr. Petrole was a Senior Associate in PwC\u2019s Financial Markets practice where he led transaction advisory and valuation service engagements.","spans":[]},{"type":"paragraph","text":"Mr. Petrole graduated from the Smeal College of Business at the Pennsylvania State University in 2017 with a Bachelor of Science in Accounting and a minor in Internal Business. Mr. Petrole also has education in International Business from Temple University, Rome.","spans":[]},{"type":"paragraph","text":"Mr. Petrole is a licensed Certified Public Accountant in the Commonwealth of Pennsylvania.","spans":[]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"real-estate"},{"category":"hedge-funds"}]}},{"id":"YZ0G7BUAACQAqwEF","uid":"nomos-group-holdings","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YZ0G7BUAACQAqwEF%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-23T15:21:20+0000","last_publication_date":"2023-06-22T10:51:34+0000","slugs":["nomos-group-holdings-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Nomos logo and name.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/3122271a-4402-40a3-9388-c2fe2bb1a33e_Nomos+logo+and+name.jpg?auto=compress,format","size":"72909","height":"1080","width":"1920"},"name":[{"type":"paragraph","text":"Nomos Group Holdings, LLC","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":" Real Estate","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/www.nomosgroup.co\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Stonington Cox","spans":[]}],"tag":[{"type":"paragraph","text":"CEO & Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/stonington-cox-81886\/","spans":[]}],"photo":{"link_type":"Media","name":"Cox.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/effd1330-f46a-4a1a-abc9-b3618ae914c2_Cox.jpeg?auto=compress,format","size":"24418","height":"289","width":"289"},"description1":[{"type":"paragraph","text":"Mr. Stonington Cox is the Founder & CEO of Nomos Group Holdings, LLC, a capital raising firm focused on private co-living and other types of real estate investment opportunities.","spans":[]},{"type":"paragraph","text":"Prior to Nomos, Mr. Cox was a Director with Cadre, an investment management and advisory business based in New York that focuses on providing individuals and institutions direct access to large commercial real estate investment opportunities.\u00a0 Cadre also offers a managed portfolio service and a real estate secondaries market.","spans":[]},{"type":"paragraph","text":"Prior to Cadre, Mr. Cox was the Interim Head of Real Estate at OpenDoor Coliving, a firm building a lifestyle housing brand & national network of co-living properties, where he remains a Board Member.\u00a0 OpenDoor\u2019s co-living model and operations enable higher-density residential properties that increases rents per sqft and NOI, while catering to the unmet needs of the millennial urban market.","spans":[]},{"type":"paragraph","text":"Prior to OpenDoor, Mr. Cox was a Partner at Accord Group Holdings, LLC, a financial advisory firm specializing in the structuring and investment in private equity real estate vehicles as well as principal investing into select vehicles, transactions, and platforms.\u00a0\u00a0 Accord\u2019s business consists of M&A Advisory, structuring and capital raising, as well as principal investing and fund vehicle management.","spans":[]},{"type":"paragraph","text":"Prior to Accord, Mr. Cox was a principal within Private Capital Markets for Macquarie Group based in Hong Kong.\u00a0 In this role, Mr. Cox structured and raised private equity real estate vehicles for Asia real estate managers including a mid-market Tokyo residential fund, one of the first car parking funds in China (US $265M), and the structuring of an industrial logistics fund in Japan (US$1bn +).\u00a0 Mr. Cox also focused on multiple other assignments throughout India, China, Australia, and Japan.","spans":[]},{"type":"paragraph","text":"Prior to Macquarie Group, Mr. Cox was consultant with Boston Consulting Group.\u00a0 Prior to Boston Consulting Group, Mr. Cox was a Commercial Real Estate Sales and Leasing, Tenant Representative Agent working very closely with the head of the GMAC\/Pacific Union Commercial Brokerage.","spans":[]},{"type":"paragraph","text":"Mr. Cox earned a B.S. with Honors in The Science of Foreign Service, Culture and Politics from Georgetown University. \u00a0Mr. Cox earned an MBA from Columbia Business School with a concentration in Real Estate Finance.\u00a0 Mr. Cox also earned a Master\u2019s degree in Finance, Investment Banking from INSEAD.\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Cox currently holds 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. Series 7 & 63 exams to become a licensed securities professional.","spans":[{"start":30,"end":35,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"real-estate"}]}},{"id":"Y-ZeJRIAACsAbRzt","uid":"oxon-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y-ZeJRIAACsAbRzt%22%29+%5D%5D","tags":[],"first_publication_date":"2023-02-15T16:59:28+0000","last_publication_date":"2023-02-15T16:59:28+0000","slugs":["oxon-capital","oxon-capital-intermediacao-de-negocios-ltda."],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Copy of oxon capital (15).png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/d80e986c-097e-4fea-afe2-e7cc9d647fca_Copy+of+oxon+capital+%2815%29.png?auto=compress,format","size":"19432","height":"163","width":"650"},"name":[{"type":"paragraph","text":"Oxon Capital","spans":[]}],"location":[{"type":"paragraph","text":"Sao Paulo, Brazil","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Equity, Private Credit, Infrastructure, Venture Capital, Direct Deals.","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/www.oxoncap.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Oliver Tilleard","spans":[]}],"tag":[{"type":"paragraph","text":"Founder and Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/oliver-tilleard\/","spans":[]}],"photo":{"link_type":"Media","name":"OT-Oxon-Profile.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/c4616139-7a3c-45ee-8a8b-73b4110d8e5b_OT-Oxon-Profile.jpeg?auto=compress,format","size":"511150","height":"2048","width":"1536"},"description1":[{"type":"paragraph","text":"Mr. Oliver Tilleard is the Founder and Managing Partner of Oxon Capital.","spans":[]},{"type":"paragraph","text":"Oxon Capital is a fund placement agent that provides institutional investors globally access to best-in-class, niche investment managers across Latin America and the US.","spans":[]},{"type":"paragraph","text":"Prior to Oxon, Mr. Tilleard was a Senior Partner at Brunel Partners, where he raised capital and led successful primary fundraises in the US and Latin America for both emerging and top-tier asset managers across alternative asset classes. ","spans":[]},{"type":"paragraph","text":"Originally from Oxford, UK, Mr. Tilleard moved to Brazil in 2013 to lead LATAM institutional sales for City Credit Capital, a London-based brokerage firm.","spans":[]},{"type":"paragraph","text":"Mr. Tilleard currently splits his time between Sao Paulo and New York.","spans":[]},{"type":"paragraph","text":"Mr. Tilleard currently holds Series 7 & 63 registrations with FINRA.","spans":[{"start":62,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"finra.org"}}]}]}],"affiliate":[{"category":"private-equity"},{"category":"private-credit"},{"category":"venture-capital"},{"category":"infrastructure"}]}},{"id":"ZQRlahEAACsAm-0m","uid":"pacific-alternative-investments-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&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=ZW2qhhYAAC8ArIsf&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=ZW2qhhYAAC8ArIsf&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. Mr. Hartzell is focused on facilitating transactions in later stage, illiquid stock in private companies.","spans":[]},{"type":"paragraph","text":"Prior to Park Lane, Mr. Hartzell was enlisted in the United States Navy. Mr. Hartzell earned his BS in International Business at SUNY Buffalo. He currently resides in Southern California. ","spans":[]},{"type":"paragraph","text":"Mr. Hartzell currently holds Series 7 and 63 registrations with FINRA.","spans":[{"start":64,"end":69,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org"}}]}]},{"name1":[{"type":"paragraph","text":"Bianca Medici","spans":[]}],"tag":[{"type":"paragraph","text":"Controller, Principal","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/bianca-medici-ab501b35\/","spans":[]}],"photo":{"link_type":"Media","name":"bianca.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/3a10a983-215e-4933-9367-23a297c4fae9_bianca.jpg?auto=compress,format","size":"15056","height":"248","width":"248"},"description1":[{"type":"paragraph","text":"Bianca Medici is the Controller and a Principal at Park Lane.\u00a0","spans":[]},{"type":"paragraph","text":"Ms.\u00a0Medici serves as Park Lane\u2019s Controller and is responsible for supporting the accounting and cash management activities of Park Lane, the proprietary Fund, and the portfolio companies. Medici has over 20 years of experience in accounting and finance.\u00a0","spans":[]},{"type":"paragraph","text":"Prior to her role at Park Lane,\u00a0Ms.\u00a0Medici served as\u00a0an\u00a0accountant to Rogers Foam Corporation, Accounts Payable Clerk at Beacon, and accounting manager at\u00a0ThinkBox\u00a0Inc.\u00a0","spans":[]},{"type":"paragraph","text":"Ms.\u00a0Medici\u00a0earned a B.A.\u00a0in\u00a0Mathematics from Wellesley College where she graduated with distinction.\u00a0Ms.\u00a0Medici also attended Harvard University and UCLA where she completed her accounting program.\u00a0\u00a0\u00a0","spans":[]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"real-estate"},{"category":"hedge-funds"}]}},{"id":"ZH7cWRYAADAACmgp","uid":"brahm-pillai","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZH7cWRYAADAACmgp%22%29+%5D%5D","tags":[],"first_publication_date":"2023-06-06T07:19:06+0000","last_publication_date":"2023-06-22T11:11:40+0000","slugs":["pillai-capital"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Pillai Capital Corp Logo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/303e9b4a-969e-4376-9226-f2523722284f_Pillai+Capital+Corp+Logo.jpg?auto=compress,format","size":"4442","height":"200","width":"200"},"name":[{"type":"paragraph","text":"Pillai Capital","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Direct Deal","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/pillaicapital.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Brahm Pillai","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Executive Officer","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/brahmpillai\/","spans":[]}],"photo":{"link_type":"Media","name":"Brahm Pillai_Headshot.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/11e6cf5a-f6a6-4f41-9f27-b25ff521cd18_Brahm+Pillai_Headshot.jpg?auto=compress,format","size":"3861688","height":"2631","width":"2105"},"description1":[{"type":"paragraph","text":"Mr. Brahm Pillai is the Founder and Executive Officer of Pillai Capital, a boutique investment banking and advisory firm based in New York. Prior to launching Pillai Capital, Mr. Pillai was Managing Director at Keystone Global, where he focused on digital strategies within the investment banking and consulting divisions.","spans":[]},{"type":"paragraph","text":"\u00a0Before his pivot into investment banking, Mr. Pillai was a hedge fund professional, serving as Managing Director at SkyBridge Capital (\u201cSkyBridge\u201d), a global investment firm, from 2010 to 2022. Handling various roles over nearly twelve years, Mr. Pillai was primarily responsible for investment management, hedge fund trading, portfolio operations, F\/X, and investment risk diligence, in addition to helping the firm establish its affiliated venture group and Financial Technology platforms.","spans":[]},{"type":"paragraph","text":"\u00a0From October 2005 to July 2010, Mr. Pillai held similar investment management roles within Citigroup Alternative Investments (CAI) Hedge Fund Management Group (HFMG). SkyBridge acquired HFMG from Citigroup in July 2010.","spans":[]},{"type":"paragraph","text":"\u00a0Mr. Pillai received his M.B.A. from The Johnson School of Management at Cornell University in May 2014 and his B.A. from The Gallatin School at New York University in September 2001. Mr. Pillai received his Certified Blockchain & Finance Professional (CBFP) Certificate issued by the Blockchain Council in January 2022.","spans":[]},{"type":"paragraph","text":"\u00a0Mr. Pillai currently holds series 7, 24, 63, 79, and 99 licenses with FINRA","spans":[{"start":71,"end":76,"type":"hyperlink","data":{"link_type":"Web","url":"finra.org"}}]}]}],"affiliate":[]}},{"id":"ZJxNaxYAADIAfBHD","uid":"gee-lim","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZJxNaxYAADIAfBHD%22%29+%5D%5D","tags":[],"first_publication_date":"2023-06-30T08:15:17+0000","last_publication_date":"2023-07-17T14:01:31+0000","slugs":["pylon-partners-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Pylon Logo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/9c107fb5-5c5f-4bc8-a6e3-13eb682a8763_Pylon+Logo.jpg?auto=compress,format","size":"21563","height":"270","width":"876"},"name":[{"type":"paragraph","text":"Pylon Partners, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Lynnwood, WA","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge fund, Private credit, Private equity, Real estate, Infrastructure, Venture Capital and Direct deals.","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/www.pylon-partners.com","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Gee Lim","spans":[]}],"tag":[{"type":"paragraph","text":"Managing member","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/linkedin.com\/in\/gee-lim-973691185","spans":[]}],"photo":{"link_type":"Media","name":"IMG-6206-3zC6RW48r-transformed.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/6846afef-b788-4830-bce1-78b10cea5742_IMG-6206-3zC6RW48r-transformed.jpeg?auto=compress,format","size":"966916","height":"1695","width":"1170"},"description1":[{"type":"paragraph","text":"Mr. Gee Lim is a managing member of Pylon Partners LLC.\u00a0","spans":[]},{"type":"paragraph","text":"Pylon Partners LLC is a firm that focuses on identifying investment opportunities that aim to provide high-yield cash flow, equity growth, tax benefits, and diversification giving investors options outside of the traditional market.\u202f\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Lim brings valuable experience in commercial and government-guaranteed lending, which he leveraged in his role as a portfolio manager at Unibank. His enthusiasm lies in acting as an intermediary, helping individuals find the investments they are seeking and addressing their specific needs. Guided by a commitment to exceptional client service, Mr. Lim is driven to ensure that every investor receives personalized attention and tailored solutions. \u00a0","spans":[]},{"type":"paragraph","text":"Mr. Lim holds a Bachelor\u2019s degree in Business Administration and Management from Northern Marianas College.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Lim has an added advantage in actively building relationships with Korean clients and investors as he is native-level fluency in the Korean language.\u00a0\n\u00a0\nMr. Lim currently holds the Series 22 and 63 registrations with FINRA\u00a0","spans":[{"start":221,"end":226,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]},{"type":"paragraph","text":"\u00a0","spans":[]}]}],"affiliate":[{"category":null}]}},{"id":"YY1FjxEAACAAGE-b","uid":"qmc-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1FjxEAACAAGE-b%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:32:18+0000","last_publication_date":"2023-06-22T10:54:37+0000","slugs":["qmc-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"QMC_logo2.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/5f127c76-1113-40a7-a554-0e52d7418a87_QMC_logo2.jpg?auto=compress,format","size":"11410","height":"89","width":"150"},"name":[{"type":"paragraph","text":"QMC, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Phoenix, AZ","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Emerging hedge fund managers and opportunistic in looking at litigation finance strategies","spans":[]}],"website":[{"type":"paragraph","text":"http:\/\/www.qmcllc.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Marc Rosenberg","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/marc-j-rosenberg-0743621\/","spans":[]}],"photo":{"link_type":"Media","name":"QMC.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/35d5372c-98dc-425e-aca2-419ea8311317_QMC.jpeg?auto=compress,format","size":"30647","height":"450","width":"450"},"description1":[{"type":"paragraph","text":"Mr. Marc Rosenberg is the Founder and Managing Partner of Quality Manager Consultants, LLC (QMC, LLC), a firm focused on capital placement through the selection and introduction of high quality alternative investment managers to his universe of investor relationships which is comprised largely of family offices that Mr. Rosenberg has cultivated over decades.\u00a0 For the past 15 years, he has been committed to building his business through QMC, LLC and has raised a significant amount of capital across a wide variety of hedge fund managers and strategies.","spans":[]},{"type":"paragraph","text":"Mr. Rosenberg began his career in finance in the early 80s and then began working for Bear Stearns & Co. in San Francisco where he was primarily advising high-net-worth families regarding hedge fund investments.\u00a0 Prior to Bear Stearns, He also worked in similar capacities at Lehman Brothers, Inc. and Sutro & Co. Inc., as well as CIBC World Markets Corp.","spans":[]},{"type":"paragraph","text":"Mr. Rosenberg has been recognized for his hedge fund expertise and was interviewed by the Senior Lawyers Division of the American Bar Association in their National Quarterly Magazine, \u201cVoice of Experience\u201d, on how to hire a money manager.\u00a0 He has been a featured speaker and panelist at industry investment conferences including Institutional Investor, Opal, and IMN.\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Rosenberg graduated magna cum laude from the University of Michigan, and received his Juris Doctorate from the New School of Law.","spans":[{"start":24,"end":39,"type":"em"}]},{"type":"paragraph","text":"Mr. Rosenberg currently holds Series 7 & Series 63 registrations with FINRA.","spans":[{"start":70,"end":76,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org"}}]}]},{"name1":[{"type":"paragraph","text":"Mary Banchero","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner","spans":[]}],"linkedin":[],"photo":{"link_type":"Media","name":"Mary-Banchero-Headshot-BW.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/d3139b0d-68b9-4711-a896-f667306e58aa_Mary-Banchero-Headshot-BW.jpg?auto=compress,format","size":"112333","height":"716","width":"834"},"description1":[{"type":"paragraph","text":"Ms. Mary Banchero is Managing Director with Quality Manager Consultants, LLC (QMC). She works with Marc Rosenberg, the founder of QMC, focusing on introducing high quality alternative investment managers to family offices and high-net-worth individuals. Prior to joining QMC, Mary was an attorney practicing in San Francisco, California.","spans":[]},{"type":"paragraph","text":"She received a Bachelor of Arts degree in philosophy from Princeton University, and graduated magna cum laude from Hastings College of the Law.","spans":[]},{"type":"paragraph","text":"Ms. Banchero currently holds Series 7 & 63 registrations with FINRA","spans":[{"start":62,"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"},{"category":"infrastructure"},{"category":"hedge-funds"}]}},{"id":"Y_0m8RIAAC8AEU5_","uid":"ridge-beech","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y_0m8RIAAC8AEU5_%22%29+%5D%5D","tags":[],"first_publication_date":"2023-02-28T12:38:29+0000","last_publication_date":"2023-06-22T10:55:10+0000","slugs":["ridge-beech"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Ridge beech.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/5d961165-1d04-4175-88f5-14d172e629a5_Ridge+beech.png?auto=compress,format","size":"97206","height":"2250","width":"4000"},"name":[{"type":"paragraph","text":"Ridge Beech","spans":[]}],"location":[{"type":"paragraph","text":"Springfield, NJ","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Fund, Private Equity, Venture Capital, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Saul Felman","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Member","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/saul-felman-838453\/","spans":[]}],"photo":{"link_type":"Media","name":"Ridge Beech - Saul.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/87dd9911-4caa-4152-8212-ee28be9c10be_Ridge+Beech+-+Saul.jpg?auto=compress,format","size":"488154","height":"2439","width":"1620"},"description1":[{"type":"paragraph","text":"Mr. Saul Felman is the managing partner of Ridge Beech, LLC. He focuses on raising capital for startup companies and alternative investment managers.","spans":[]},{"type":"paragraph","text":"Prior to Ridge Beech, LLC, Mr. Felman was an origination partner with Clewed, a platform for lower middle market minority-stake private placements. Previously, Mr. Felman was a business development manager at Chiral Photonics, an optical components company specializing in in-fiber functionality. He focused on sales of sensing and laser devices to energy concerns and of high-density interconnects for various domestic and international telecom, datacom, and other applications. Prior to Chiral Photonics, Mr. Felman founded and ran Telemark Group, a small seed-stage venture capital firm investing in deeptech as well as select software. He raised the initial capital for the fund and co-invested alongside numerous later-stage venture capital funds. Prior to Telemark Group, Mr. Felman was a market-maker of equity options on the American Stock Exchange and of commodity options on the New York Board of Trade. ","spans":[]},{"type":"paragraph","text":"Mr. Felman received a BA from Yeshiva College and an MBA from New York University. ","spans":[]},{"type":"paragraph","text":"Mr. Felman currently holds 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=ZW2qhhYAAC8ArIsf&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. Catsimatidis (Forbes 400), Chairman of the Red Apple Group and United Refining, where he was in charge of deal sourcing for URX.","spans":[]},{"type":"paragraph","text":"Mr. Sander began his real estate career as VP, Emigrant Bank, the largest privately owned bank in the U.S., owned by The Milstein Family (Forbes 400).\u00a0 Mr. Sander was the top producing real estate underwriter during his 4 years at Emigrant Bank.\u00a0 Prior to Emigrant Bank, Mr. Sander worked for Merrill Lynch within their International Emerging Markets Group and within the Bear Stearns Global High Yield Group.","spans":[]},{"type":"paragraph","text":"Mr. Sander earned a Master\u2019s Degree in Public Policy from Columbia University\u2019s School of International and Public Affairs (SIPA).\u00a0 Additionally, Mr. Sander completed his advanced real estate studies at Columbia Business School, where he remains active in the alumni community.\u00a0 Mr. Sander also holds a B.A. in Political Science from Tufts University where he received the John S. Gibson International Relations Award.\u00a0 Currently, Mr. Sander holds Series 7 & 63 registrations with\u00a0FINRA.","spans":[{"start":481,"end":486,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/FINRA.org","target":"_blank"}}]}]}],"affiliate":[{"category":"real-estate"}]}},{"id":"YZ0IAhUAACMAqwYd","uid":"saranac-lake-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YZ0IAhUAACMAqwYd%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-23T15:25:58+0000","last_publication_date":"2023-06-22T10:56:22+0000","slugs":["saranac-lake-capital-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Saranac Lake Capital LLC.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/508829bb-e04a-462d-89a6-81fd93ab6798_Saranac+Lake+Capital+LLC.jpg?auto=compress,format","size":"6784","height":"200","width":"200"},"name":[{"type":"paragraph","text":"Saranac Lake Capital, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Atlanta, GA","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Emerging Hedge Funds focusing on niche and short alpha strategies","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Sean Donohue, CAIA","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Member","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/seanddonohue\/","spans":[]}],"photo":{"link_type":"Media","name":"Sean.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/e78cc6c3-2255-4979-ae92-0e7b754efe74_Sean.jpeg?auto=compress,format","size":"14539","height":"300","width":"300"},"description1":[{"type":"paragraph","text":"Mr. Donohue is the Founder and Managing Member of Saranac Lake Capital, LLC. Mr. Donohue specializes in raising capital on behalf of emerging hedge fund managers focusing on niche and short alpha strategies.","spans":[]},{"type":"paragraph","text":"Prior to founding Saranac Lake Capital, Mr. Donohue was the COO for Spruce Point Capital Management, LLC, an activist short selling firm. Prior to Spruce Point Capital, Mr. Donohue was the Director of Marketing for Kerrisdale Capital Management, another short-focused research firm at the time.","spans":[]},{"type":"paragraph","text":"Prior to Kerrisdale Capital, Mr. Donohue was a pre launch Partner at Magister Ludi Capital Management, LLC, a global macro hedge fund. Prior to Magister Ludi, Mr. Donohue served in corporate strategy or product marketing positions within the investment management divisions of Citi and Deutsche Bank. Mr. Donohue began his career as an analyst with the Barra Strategic Consulting Group.","spans":[]},{"type":"paragraph","text":"Mr. Donohue received Bachelor of Arts degrees in both Mathematics and Economics from Hamilton College. Mr. Donohue is a CAIA charter holder and is a member of the Chartered Alternative Investment Analyst Association. Mr. Donohue lives in Atlanta with his wife and children.","spans":[]},{"type":"paragraph","text":"Mr. Donohue currently holds Series 7 and 63 registrations with FINRA.","spans":[{"start":63,"end":69,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org"}}]}]},{"name1":[{"type":"paragraph","text":"Laura Horan","spans":[]}],"tag":[{"type":"paragraph","text":"Director of Marketing","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/laura-smoczynski-horan-2555b71\/","spans":[]}],"photo":{"link_type":"Media","name":"Sarnac - Laura.jfif","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/80c458bf-b2e4-457d-9b23-8f4948de2814_Sarnac+-+Laura.jfif?auto=compress,format","size":"20982","height":"372","width":"372"},"description1":[{"type":"paragraph","text":"Ms. Laura Horan serves as Director of Marketing for Saranac Lake Capital which specializes in raising capital on behalf of emerging hedge funds managers focusing on a niche and short alpha strategy.","spans":[]},{"type":"paragraph","text":"Prior to joining Saranac Lake Capital, Ms. Horan founded LJH Consulting LLC, providing business development and marketing solutions within the financial services industry. Prior to LJHC, Ms. Horan held several roles in retail and institutional sales and client services at Lord Abbett, a private investment management company.","spans":[]},{"type":"paragraph","text":"Ms. Horan received a Bachelor of Arts in International Relations from Colgate University.","spans":[]},{"type":"paragraph","text":"Ms. Horan currently holds Series 7 and 63 with FINRA.","spans":[{"start":47,"end":53,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/finra.org"}}]}]}],"affiliate":[{"category":"private-credit"},{"category":"hedge-funds"},{"category":"private-equity"},{"category":"venture-capital"}]}},{"id":"ZEZoNxEAACkA7GxH","uid":"slopeside-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZEZoNxEAACkA7GxH%22%29+%5D%5D","tags":[],"first_publication_date":"2023-04-24T11:30:35+0000","last_publication_date":"2023-06-22T10:57:18+0000","slugs":["slopeside-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"1664977844916.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/402833bf-e549-4ea6-9cca-a32a30bb126a_1664977844916.jpg?auto=compress,format","size":"4971","height":"200","width":"200"},"name":[{"type":"paragraph","text":"Slopeside Capital, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Denver, CO","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private equity, Private Credit, Venture capital, Real estate, Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Sameer Khan","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Member","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/sameer-khan-49a742121\/","spans":[]}],"photo":{"link_type":"Media","name":"Headshot 2.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/d3fec608-35c4-4819-96a1-0a68cdec7201_Headshot+2.jpg?auto=compress,format","size":"5934911","height":"4581","width":"4094"},"description1":[{"type":"paragraph","text":"Sameer Khan is the Founder and Managing Partner of Slopeside Capital.","spans":[]},{"type":"paragraph","text":"Slopeside Capital was started as a vehicle to do what he enjoys most in his day-to-day professional life, utilizing his extensive professional network to connect investors with compelling opportunities.","spans":[]},{"type":"paragraph","text":"During Mr. Khan's professional career, he has gained meaningful experience in lending, asset management, acquisitions, and development across multi-family, industrial, senior housing, affordable housing, and retail assets. From underwriting and sourcing opportunities of all shapes and sizes, Mr. Khan has learned that there is value to\u00a0be unlocked in every step of the real estate process, from pre-development to asset management and disposition. He also believes that a thorough understanding of the motivation behind investment strategy and decision-making is essential in determining if an investment opportunity fits his clientele well.","spans":[]},{"type":"paragraph","text":"Mr. Khan graduated from the University of Wisconsin - Madison with a highly ranked undergraduate Real Estate Program degree, with an additional major in Finance, Investment, & Banking.","spans":[]},{"type":"paragraph","text":"In his free time, Mr. Khan enjoys golfing, snowboarding, tennis, and traveling.","spans":[]},{"type":"paragraph","text":"Mr. Khan currently holds Series 7 and 63 registrations with\u00a0FINRA.","spans":[{"start":60,"end":65,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"real-estate"},{"category":"private-equity"},{"category":"private-credit"}]}},{"id":"YZ0IYhUAACQAqwgV","uid":"slaine-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YZ0IYhUAACQAqwgV%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-23T15:27:34+0000","last_publication_date":"2023-06-22T10:56:50+0000","slugs":["slaine-capital-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Slaine_logo2.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/4bb624df-f124-41f7-9ba6-1a6777c4e309_Slaine_logo2.png?auto=compress,format","size":"6452","height":"90","width":"139"},"name":[{"type":"paragraph","text":"Sl\u00e1ine Capital, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Cleveland, OH","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Equity,\u00a0Hedge Funds","spans":[]}],"website":[{"type":"paragraph","text":"","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Bill Weston","spans":[]}],"tag":[{"type":"paragraph","text":"CEO & Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/bill-weston-882801a\/","spans":[]}],"photo":{"link_type":"Media","name":"Bill.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/3c82d297-7387-43cf-b189-6cd6927a2427_Bill.jpeg?auto=compress,format","size":"108557","height":"800","width":"800"},"description1":[{"type":"paragraph","text":"Mr. Bill Weston is the CEO & Founder of Sl\u00e1ine Capital LLC. Mr. Weston focuses his efforts on capital raising activities for alternative investment managers with niche and non-correlated strategies.","spans":[]},{"type":"paragraph","text":"Prior to forming Sl\u00e1ine Capital LLC, Mr. Weston was a Vice President with Key Private Bank where he was responsible for new business development while providing advisory services to high net worth families and institutional clients. Prior to Key Private Bank, Mr. Weston was a Vice President with J.P. Morgan Private Bank where he led a team focused on business development and providing comprehensive investment management advisory services to family offices, foundations and endowments, and institutional clients. While at J.P. Morgan Private Bank, Mr. Weston raised capital for select top-tier private equity, venture capital, and multi-strategy hedge funds. Prior to J.P. Morgan Private Bank, Mr. Weston served as an equity trader for KeyBanc Capital Markets where he managed all aspects of equity trading coverage for his institutional clients.","spans":[]},{"type":"paragraph","text":"Mr. Weston graduated from Hiram College with a B.A.in Political Science. Mr. Weston earned his Master\u2019s Degree with a concentration in International Business from the University College Dublin in Dublin, Ireland. Mr. Weston earned the Certified Wealth Strategist (CWS) designation, and Mr. Weston is also an Ironman Athlete and avid cyclist and triathlete. Mr. Weston lives with his wife and son in Cleveland, Ohio.","spans":[]},{"type":"paragraph","text":"Mr. Weston currently holds Series 7 and 66 registrations with FINRA.","spans":[{"start":62,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-credit"},{"category":"private-equity"},{"category":"real-estate"}]}},{"id":"ZPmMFhEAACgAdEx3","uid":"solomon-gideon-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZPmMFhEAACgAdEx3%22%29+%5D%5D","tags":[],"first_publication_date":"2023-09-18T14:55:18+0000","last_publication_date":"2023-11-06T08:35:22+0000","slugs":["solomon-gideon-capital"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Solomon Gideon Logo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/a3bfeb60-686c-4a15-9f7b-8f42e87ae924_Solomon+Gideon+Logo.jpg?auto=compress,format","size":"5000","height":"200","width":"200"},"name":[{"type":"paragraph","text":"Solomon Gideon Capital","spans":[]}],"location":[{"type":"paragraph","text":"Accokeek, MD","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Fund, Private Credit, Private Equity, Real Estate, Infrastructure, Venture Capital and Direct Deals.","spans":[]}],"website":[{"type":"paragraph","text":"sogicapital.com","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Samuel Kelly","spans":[]}],"tag":[{"type":"paragraph","text":"Founder and Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/sam-kelly-95035912a\/","spans":[]}],"photo":{"link_type":"Media","name":"Samuel Kelly.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/ae25290b-2b33-46a7-b117-52ac183e57dd_Samuel+Kelly.jpg?auto=compress,format","size":"23109","height":"400","width":"400"},"description1":[{"type":"paragraph","text":"Sam Kelly is the Founder and Managing Partner of Solomon Gideon Capital.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Solomon Gideon Capital is a boutique investment bank focused on empowering the innovative projects of today and tomorrow. The company was founded because in an effort to expand access to quality investment banking services and deals across a diverse spectrum of parties that can benefit from a partner like us. We strive to create an ecosystem for innovators and investors to build the future inclusively.\u00a0","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Prior to Solomon Gideon Capital, Mr. Kelly worked at Merrill Lynch and a private family office. Mr. Kelly has been in finance for nearly a decade and leverages his expertise when guiding clients through complex transactions. Mr. Kelly's practice primarily focuses on buy and sell side advisory and capital raising services for small to middle-market healthcare & and renewable energy companies.\u00a0","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Kelly holds a Bachelor of Science in Business Administration and Management from Virginia State University.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Kelly currently holds series SIE, 7, and 66 registrations with FINRA.","spans":[{"start":67,"end":73,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]},{"type":"paragraph","text":"\u00a0","spans":[]}]},{"name1":[{"type":"paragraph","text":"Christian Wood","spans":[]}],"tag":[{"type":"paragraph","text":"Partner and Co-Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/christian-wood-a9894b4\/","spans":[]}],"photo":{"link_type":"Media","name":"Christian Wood Headshot.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/107c14c5-2344-4311-8826-86c6393a9c68_Christian+Wood+Headshot.jpg?auto=compress,format","size":"1708684","height":"4032","width":"3024"},"description1":[{"type":"paragraph","text":"Mr. Christian Wood is a Partner and Co-Founder of Solomon Gideon Capital.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Solomon Gideon Capital is a boutique investment bank focused on empowering the innovative projects of today and tomorrow. The company was founded in an effort to expand access to quality investment banking across a diverse spectrum of parties. We strive to create an ecosystem for innovators and investors to build the future inclusively.\u00a0","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Prior to helping launch Solomon Gideon Capital, Mr. Wood worked in the Commercial Real Estate Industry for 15 years focusing on multi-family assets in Washington, D.C., and New York City. Additionally, he has spent time in the healthcare and renewable energy industries working on various assignments.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Wood holds a BS in Business Administration with a major in Finance and International Business from Georgetown University. He is currently pursuing a post-Graduate diploma in Financial Strategy from Oxford University. ","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Wood currently holds the Series 7, 63, 79, and 82 registrations with FINRA.","spans":[{"start":73,"end":78,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]},{"name1":[{"type":"paragraph","text":"Johnny Ruiz ","spans":[]}],"tag":[{"type":"paragraph","text":"Investment Banker","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/johnnybruiz\/","spans":[]}],"photo":{"link_type":"Media","name":"Johnny Ruiz Professional Picture - Copy.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/c3de86f7-8481-48c7-9b02-94d25eacc9ba_Johnny+Ruiz+Professional+Picture+-+Copy.png?auto=compress,format","size":"3740319","height":"2203","width":"2340"},"description1":[{"type":"paragraph","text":"Mr. Johnny Ruiz is an Investment Banker at Solomon Gideon Capital.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Solomon Gideon Capital is a boutique investment bank focused on empowering the innovative projects of today and tomorrow. The company was founded in an effort to expand access to quality investment banking deals across a diverse spectrum of parties. We strive to create an ecosystem for innovators and investors to build the future inclusively.\u00a0","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr. Ruiz is an eight-year Army Veteran. Mr. Ruiz also has experience in Corporate Finance as a past Financial Advisor for Merrill Lynch, and as a past Financial Analyst for Aon Hewitt and Wake Forest Baptist Health. Mr. Ruiz also worked for Major Distribution Investments as a Senior Portfolio Manager. He spends a great deal of time working with local non-profits helping to educate these organizations and their constituents about the fundamentals of investing and capital markets.","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr. Ruiz also sees a significant amount of deal flow in the Entertainment industry in channels such as Film Production, Gaming, Sports, Media, Sports Betting, and more.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Ruiz holds a Master of Business Administration (MBA) in Finance and Financial Management Services from the University of Maryland.","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr. Ruiz currently holds the Series 7, 65, and 66 registrations with FINRA and has also passed the CFA level 1 exam.","spans":[{"start":69,"end":74,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]}],"affiliate":[{"category":null}]}},{"id":"ZRU4pREAAC8ANa02","uid":"spark-binder-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZRU4pREAAC8ANa02%22%29+%5D%5D","tags":[],"first_publication_date":"2023-10-12T07:10:28+0000","last_publication_date":"2023-10-12T07:21:02+0000","slugs":["spark-binder-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Spark Binder Logo.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/90f8da8a-0976-4d91-a9f2-a68267d36ebf_Spark+Binder+Logo.png?auto=compress,format","size":"35417","height":"619","width":"1350"},"name":[{"type":"paragraph","text":"Spark-Binder Capital, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Dallas, TX","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Fund, Private Credit, Private Equity, Real Estate, Infrastructure, Venture Capital and Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/spark-bindercapital.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Milton Iskra","spans":[]}],"tag":[{"type":"paragraph","text":"Founder and Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/milton-iskra-14720\/","spans":[]}],"photo":{"link_type":"Media","name":"iskri450.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/44d68600-bf16-45cf-be42-665831e84ba7_iskri450.jpg?auto=compress,format","size":"58681","height":"1024","width":"683"},"description1":[{"type":"paragraph","text":"Mr. Milton Iskra is the Founder and Managing Partner of Spark-Binder Capital LLC.","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Spark-Binder Capital is an investment bank with a focus on providing all levels of the capital stack to middle-market businesses in many sectors throughout the U.S. The uses include acquisition, growth, dividend recap, and refinance as well as rescue capital in distressed situations.","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr. Iskra brings 35+ years of experience in both lending and investing in middle-market America. Previously, he was a co-founder of a lending platform that subsequently was sold to a NYC Bank. ","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr. Iskra's lending experience has created the ability to underwrite transactions, based on the credit criteria of a multitude of capital providers and create a rifle-shot approach to the process.","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr. Iskra has both a BA and MBA in business from Cal Poly Humboldt. ","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr. Iskra is active in several financial organizations such as ACG, TMA, SFN, and AMAA. Mr. Iskra holds the Series 63 and 79 registrations with FINRA. ","spans":[{"start":144,"end":149,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-credit"},{"category":"private-equity"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"venture-capital"}]}},{"id":"YZ0IihUAACMAqwjJ","uid":"tamaskia-capital-group-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YZ0IihUAACMAqwjJ%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-23T15:28:14+0000","last_publication_date":"2023-06-22T10:57:46+0000","slugs":["tamaskia-capital-group-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Tamaskia_logo2.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/ac1ca8ac-bbf8-49d6-8ed8-3ca80b184a2b_Tamaskia_logo2.png?auto=compress,format","size":"123531","height":"141","width":"958"},"name":[{"type":"paragraph","text":"Tamaskia Capital Group, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Mexico City, Mexico","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Credit and Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Saskia Ventujol","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner & Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/saskia-ventujol\/","spans":[]}],"photo":{"link_type":"Media","name":"Tamaskia - Saskia.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/a1ae6ead-0568-4fce-9d06-074bed66570b_Tamaskia+-+Saskia.png?auto=compress,format","size":"221913","height":"500","width":"500"},"description1":[{"type":"paragraph","text":"Ms. Saskia Ventujol is the Managing Partner and Founder of Tamaskia Capital Group, LLC. Tamaskia focuses on capital raising for alternative investment managers; as well as on opportunities in the ESG space, blockchain, psychedelic therapies, mindfulness and health & wellness.","spans":[]},{"type":"paragraph","text":"Prior to launching Tamaskia Capital Group, Ms. Ventujol was Vice President at Fortress Investment Group LLC, a global alternative investments management firm headquartered in New York City. At Fortress, Ms. Ventujol worked as a product specialist for Michael Novogratz\u2019s macro hedge fund in New York City and later joined Pete Briger\u2019s private credit group in New York and San Francisco, where she raised money for a variety of opportunities in the credit space, including PE style funds and co-investments.","spans":[]},{"type":"paragraph","text":"Before Fortress, Ms. Ventujol worked as a hedge fund research analyst within HSBC\u2019s alternative investments group in New York, where she conducted in-depth due diligence on hedge fund investments and negotiated capacity for HSBC\u2019s $38bn hedge fund business. Prior to moving to New York, Ms. Ventujol started her HSBC career at the firm\u2019s London and Hong Kong offices.","spans":[]},{"type":"paragraph","text":"Ms. Ventujol graduated from Oxford University with a B.A. (Honors) degree in economics and management. She also obtained an Msc. in Global Media and Communications from the London School of Economics and an M.A. in Global Communication from the University of Southern California.","spans":[]},{"type":"paragraph","text":"Ms. Ventujol is fluent in English, French, Spanish and Luxembourgish; and is intermediate in German. She also co-founded a social networking application called ICBRKR. Ms. Ventujol is very passionate about wildlife and nature; and loves scuba diving, hiking, Muay Thai and yoga.","spans":[]},{"type":"paragraph","text":"Ms. Ventujol currently holds Series 7 and 63 registrations with\u00a0FINRA.","spans":[{"start":64,"end":69,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/"}}]}]}],"affiliate":[{"category":"venture-capital"}]}},{"id":"ZLefixEAACkAKnpx","uid":"the-praderia-group-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZLefixEAACkAKnpx%22%29+%5D%5D","tags":[],"first_publication_date":"2023-07-19T08:32:15+0000","last_publication_date":"2023-07-19T08:32:15+0000","slugs":["the-praderia-group-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"1679597855303.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/ce7cb4d9-ad46-475f-b0ba-231bf808ed00_1679597855303.jpg?auto=compress,format","size":"8846","height":"200","width":"200"},"name":[{"type":"paragraph","text":"The Praderia Group, LLC","spans":[]}],"location":[{"type":"paragraph","text":"McKinney, TX","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge fund, Private equity, Real Estate, Infrastructure, Venture capital and Direct deals.","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/www.tpgsvc.com","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Steve LeFavour","spans":[]}],"tag":[{"type":"paragraph","text":"Founding Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/steve-lefavour-4495321b1\/","spans":[]}],"photo":{"link_type":"Media","name":"Steve lafavour - Praderia.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/281a477a-1cb2-4722-bcc1-60a072b24723_Steve+lafavour+-+Praderia.jpg?auto=compress,format","size":"2956607","height":"2400","width":"3000"},"description1":[{"type":"paragraph","text":"Mr. Steve LeFavour is the Founding Partner of The Praderia Group LLC.","spans":[]},{"type":"paragraph","text":"The Praderia Group structures and executes customized financing solutions and advises clients on all aspects of private equity and debt transactions. Transactions for their clients address a broad range of needs, including refinancing, growth capital, buyouts, platform formation, liquidity enhancement, capital structure optimization, and project financing.","spans":[]},{"type":"paragraph","text":"Mr. LeFavour is a seasoned executive, leader, and problem solver who loves tough challenges like rapid operational turnarounds, implementing lean and six sigma in mature industries, and running ultra marathons.","spans":[]},{"type":"paragraph","text":"Mr. LeFavour has previously worked with Castle Placement as a member of executive management teams. He has eight turnarounds under his belt, creating significant shareholder value.\u00a0Throughout his career, Mr. LeFavour has been versatile, having worked across various industries ranging from military, venture capital, heavy manufacturing, startups, nuclear and contract packaging.","spans":[]},{"type":"paragraph","text":"Mr. LeFavour has achieved his Master of Business Administration from Keller Graduate School of Management, Milwaukee, WI, and Bachelor of Science degree in General Science from Excelsior College, Schenectady, NY.","spans":[]},{"type":"paragraph","text":"Mr. LeFavour currently holds series 7, 63 and 79 registrations with FINRA.","spans":[{"start":68,"end":74,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org"}}]}]}],"affiliate":[{"category":null}]}},{"id":"ZNTHOhIAACwAFClL","uid":"thunder-x-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZNTHOhIAACwAFClL%22%29+%5D%5D","tags":[],"first_publication_date":"2023-08-25T09:34:32+0000","last_publication_date":"2023-08-25T09:34:32+0000","slugs":["thunder-x-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Thunder X Logo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/e47a9228-4cec-4c0a-a85f-866cb2275f41_Thunder+X+Logo.jpg?auto=compress,format","size":"5984","height":"200","width":"200"},"name":[{"type":"paragraph","text":"Thunder X Capital, LLC","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Venture Capital and Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/linktr.ee\/thundervc","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Jason Kirby","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/jasonrkirby\/","spans":[]}],"photo":{"link_type":"Media","name":"Jason-Kirby-Headshot-2022.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/d57b58aa-0167-4302-8c6a-104f255dd66c_Jason-Kirby-Headshot-2022.jpg?auto=compress,format","size":"108596","height":"1000","width":"1000"},"description1":[{"type":"paragraph","text":"Mr. Jason Kirby is the founder and Managing Director of Thunder X Capital, LLC.","spans":[]},{"type":"paragraph","text":"Thunder X Capital is a tech-enabled investment bank that uses AI and software to streamline the fundraising journey for its clients. Their technology seeks to significantly reduce the time it takes to raise capital by identifying better efficiencies throughout the process. Thunder X Capital focuses on raising early-stage venture capital and debt for startup companies seeking to raise $3M-$20M.","spans":[]},{"type":"paragraph","text":"Mr. Kirby comes from founder and operator roles prior to getting into investment banking. He built and sold a few small businesses early in life and transitioned to running venture-backed startups. Mr. Kirby was responsible for raising $40M for three different companies in HR tech, cloud tech, and edtech. He sold a cloud tech company to Walmart in 2018, providing a 10x return on investment to investors in less than 3 years. As an operator, Mr. Kirby, had to build a business investors wanted to back and architect a narrative that was appropriate for the venture scale. He\u2019s done this now for dozens of companies as an operator, angel investor, or advisor.","spans":[]},{"type":"paragraph","text":"Mr. Kirby leverages his background to relate with founders and introduce them to his vast network of capital allocators.","spans":[]},{"type":"paragraph","text":"Mr. Kirby holds a Bachelor's in Business Administration with an emphasis in Entrepreneurial Management from San Diego State University.","spans":[]},{"type":"paragraph","text":"Mr. Kirby currently holds series SIE, 63, and 82 registrations with FINRA.","spans":[{"start":68,"end":73,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]}],"affiliate":[{"category":null}]}},{"id":"YY1G2hEAACMAGFXc","uid":"titanium-capital-group","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1G2hEAACMAGFXc%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:37:50+0000","last_publication_date":"2023-06-22T10:58:47+0000","slugs":["titanium-capital-group","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Titanium_logo2.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/60d267f9-4218-4f5b-b789-57d2a4282da9_Titanium_logo2.jpg?auto=compress,format","size":"5794","height":"36","width":"150"},"name":[{"type":"paragraph","text":"Titanium Capital Group","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Direct Transactions","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Charles Schwartz III","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/charles-schwartz-6344a48","spans":[]}],"photo":{"link_type":"Media","name":"c.schwartz_-_website_photo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/bf3b9cc4-bb0b-4e8e-bcae-c4478d2bb913_c.schwartz_-_website_photo.jpg?auto=compress,format","size":"3072","height":"121","width":"104"},"description1":[{"type":"paragraph","text":"Mr. Schwartz is the founder and Managing Partner of Titanium Capital Group. Mr. Schwartz has developed and executed a variety of unique solutions and structured transactions throughout his 30-year career in derivatives, structured products, and alternative investments.","spans":[]},{"type":"paragraph","text":"He started his career in 1985 at Bankers Trust, where he originated foreign currency structured products for the Market Transactions Group. From 1987-1993, he managed the marketing efforts of one of the financial affiliates of AIG. From 1993-1995, he managed the derivatives marketing business at Goldman Sachs for all capital markets clients. From 1996-1998, Mr. Schwartz worked at Union Bank of Switzerland (UBS) to manage the Global Strategic Financial Products Group, a cross-product group dedicated to solving client solutions. He re-joined AIG in 1999 to build and manage the structured products business at its hedge fund affiliate, AIG Trading Group, for 4 years until he started Titanium Capital in 2003.","spans":[]},{"type":"paragraph","text":"Mr. Schwartz received his BA summa cum laude from Tufts University in 1981, an MA in International Affairs from Johns Hopkins University in 1984, and an MBA from The Wharton School, University of Pennsylvania in 1985. ","spans":[]},{"type":"paragraph","text":"Mr. Schwartz currently holds Series 3, 7, 63 and 79 registrations with FINRA.","spans":[{"start":71,"end":76,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/FINRA.org","target":"_blank"}}]}]}],"affiliate":[{"category":"private-equity"},{"category":"private-credit"}]}},{"id":"YY1HEBEAACIAGFbV","uid":"torrey-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1HEBEAACIAGFbV%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:38:43+0000","last_publication_date":"2023-06-22T10:59:11+0000","slugs":["torrey-capital","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"TorreyCapital_logo3.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/b32f2f52-d326-48f9-b032-b51185db2cbc_TorreyCapital_logo3.jpg?auto=compress,format","size":"7175","height":"64","width":"150"},"name":[{"type":"paragraph","text":"Torrey Capital","spans":[]}],"location":[{"type":"paragraph","text":"San Diego, CA","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Real Estate, Hedge Funds, Private Equity","spans":[]}],"website":[{"type":"paragraph","text":"torreycapital.com","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Rana Prasad, CAIA","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & President","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/rana-prasad-caia-356728","spans":[]}],"photo":{"link_type":"Media","name":"stonehaven_rana-prasad.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/656a5b08-44dd-460d-a0ec-f54156afc9f4_stonehaven_rana-prasad.jpg?auto=compress,format","size":"25583","height":"120","width":"105"},"description1":[{"type":"paragraph","text":"Mr. Rana Prasad is the Founder and President of Torrey Capital. Mr. Prasad leads Torrey Capital Group's capital raising efforts on behalf of distinctive managers specializing in real estate and private equity funds. Prior to launching Torrey Capital, Mr. Prasad was an executive at Equastone, a private equity real estate firm, where he focused on building the firm's relationships with RIAs, family offices, high net worth individuals, and the institutional investment community. Mr. Prasad previously spent years on Wall Street trading equities and also marketing sophisticated, hedged investments and arbitrage strategies to institutional investors. Mr. Prasad has raised over $2 billion in assets during his career.","spans":[]},{"type":"paragraph","text":"Prior to working in the financial services industry, Mr. Prasad played a key executive\/sales role in an internet start-up company and also worked for Ernst & Young as a management consultant.","spans":[]},{"type":"paragraph","text":"Mr. Prasad earned a B.S. in Systems Engineering from the University of Pennsylvania with a concentration in Finance and Management. Mr. Prasad is a CAIA charter holder and a member of the Chartered Alternative Investment Analyst Association. Mr. Prasad serves as a frequent public speaker on the topic of real estate and alternative investments. Currently, ","spans":[]},{"type":"paragraph","text":"Mr. Prasad holds Series 7, 24, 55, 63, and 79 registrations with FINRA.","spans":[{"start":65,"end":70,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/FINRA.org","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-credit"},{"category":"real-estate"},{"category":"hedge-funds"}]}},{"id":"ZJLKRBYAADMAVU66","uid":"kris-giroh","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZJLKRBYAADMAVU66%22%29+%5D%5D","tags":[],"first_publication_date":"2023-06-27T08:16:04+0000","last_publication_date":"2023-06-27T08:16:04+0000","slugs":["trikuta-hills-inc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"trikuta logo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/0ba25eda-cad0-456f-bf1f-c3bf76d8c0bf_trikuta+logo.jpg?auto=compress,format","size":"7238","height":"200","width":"200"},"name":[{"type":"paragraph","text":"Trikuta Hills Inc","spans":[]}],"location":[{"type":"paragraph","text":"San Francisco, CA","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private credit, Private equity, Real estate, Infrastructure, Venture capital, and Direct deals.","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Kris Giroh","spans":[]}],"tag":[{"type":"paragraph","text":"CEO","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/kris-giroh-8435a93\/","spans":[]}],"photo":{"link_type":"Media","name":"Radhakrishnan Giroh (1).png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/c5c499d3-cf99-4b87-bd4e-55f10803c017_Radhakrishnan+Giroh+%281%29.png?auto=compress,format","size":"929882","height":"640","width":"295"},"description1":[{"type":"paragraph","text":"Mr. Kris Giroh is the CEO of the Trikuta Hills, founded in 2018.","spans":[]},{"type":"paragraph","text":"Trikuta Hills Inc. assists public and private companies in capital raise and merger and acquisition transactions. Trikuta Hills also works with Special Committees of Boards of Directors, an activity in which the principal has had extensive experience. The firm\u2019s principal heads up each assignment; and has over 20 years of experience in the securities industry.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Giroh started his finance career with Morgan Stanley and then moved to Merrill Lynch. In 2009, He started a fund in the distressed convertible bond space as many of these convertible bonds were trading at significant discounts. Subsequently, in 2011 as the markets rallied, Mr. Giroh started working with Sutter Securities, on their corporate finance and municipal banking side. Mr. Giroh financed various deals in consumer devices, real estate, mitigation banking, energy, and special situations which were financed primarily by institutional investors. ","spans":[]},{"type":"paragraph","text":"Mr. Giroh has his B.A. in Economics and Political Science from, University of Delhi,\u00a0India.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Giroh currently holds series 7, 79, and 66 registrations with FINRA.\u00a0","spans":[{"start":66,"end":72,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/us-east-2.protection.sophos.com?d=finra.org&u=aHR0cDovL3d3dy5maW5yYS5vcmcv&p=m&i=NjFiYmI1ZWE2NmY2ZGEwZTQzNmI4NDY3&t=OUhUMzg4QkZta0xTNmw1ZmJUQnN0TnhWWXNZS0duRDdCOXpkZlJBeEtxRT0=&h=5b936f73faee4b07977611f637b0f37f&s=AVNPUEhUT0NFTkNSWVBUSVZL-jxE6CUceBL28MIyb2E0D9FSWcuLCyLvYfXWBr_YrA","target":"_blank"}}]}]}],"affiliate":[{"category":null}]}},{"id":"YY1HNhEAACIAGFeH","uid":"uncommon-capital-group-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1HNhEAACIAGFeH%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:39:21+0000","last_publication_date":"2022-09-20T07:41:22+0000","slugs":["uncommon-capital-group-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Uncommon Capital Logo with Name.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/8451cb46-4d55-441e-bb8b-46aa80505daa_Uncommon+Capital+Logo+with+Name.png?auto=compress,format","size":"7165","height":"160","width":"196"},"name":[{"type":"paragraph","text":"Uncommon Capital Group, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Chicago, IL","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Real Estate and Opportunistic","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Ben Harris","spans":[]}],"tag":[{"type":"paragraph","text":" Founder & CEO","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/benjaminharris1\/","spans":[]}],"photo":{"link_type":"Media","name":"Ben.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/0e85954a-3ad8-401e-9acd-6c6438d07956_Ben.jpeg?auto=compress,format","size":"43680","height":"653","width":"653"},"description1":[{"type":"paragraph","text":"Mr. Ben Harris has an established track record of raising capital from institutional investors, registered investment advisors, family offices and high-net-worth individuals. In addition to being the Founder & CEO of Uncommon Capital Group, he serves as a Senior Vice President at CRG, a leading national real estate developer.","spans":[]},{"type":"paragraph","text":"Prior to CRG, Mr. Harris served as Vice President of Investor Relations and Business Development at Origin Investments, a Chicago-based real estate investment firm, where he raised more than $350 million of investor capital and expanded the firm\u2019s local footprint to a national one. Before Origin, Ben was one of the first employees at Starwood Retail Partners, a subsidiary of Starwood Capital that is now one of the largest managers of regional malls in the United States.","spans":[]},{"type":"paragraph","text":"Mr. Harris holds a Bachelor of Business Administration in Real Estate and Urban Land Economics from the University of Wisconsin-Madison. Mr. Harris remains active in the University as a member of the Wisconsin Real Estate Alumni Association and as a mentor in the Wisconsin Real Estate Mentorship Program.","spans":[]},{"type":"paragraph","text":"Mr. Harris is currently pursuing his Series 7 and Series 63 registrations with FINRA.","spans":[{"start":79,"end":84,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"real-estate"}]}},{"id":"Y-OyGxEAAC4AYQLA","uid":"valci-capital-group-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y-OyGxEAAC4AYQLA%22%29+%5D%5D","tags":[],"first_publication_date":"2023-02-08T14:32:59+0000","last_publication_date":"2023-06-22T11:00:26+0000","slugs":["valci-capital-group-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Valci Capital.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/c4af45fb-7532-48a9-80cf-ea09ce682297_Valci+Capital.png?auto=compress,format","size":"12366","height":"200","width":"192"},"name":[{"type":"paragraph","text":"Valci Capital Group, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Atlanta, GA","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit, Real Estate, Infrastructure, Venture Capital, Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/valcicapital.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Andrew Mirolli","spans":[]}],"tag":[{"type":"paragraph","text":"President & CEO","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/andrew-d-mirolli-7a304259\/","spans":[]}],"photo":{"link_type":"Media","name":"Andrew - Valci.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/a9d76e91-ec26-4dfe-910f-ff3db0993c6f_Andrew+-+Valci.jpeg?auto=compress,format","size":"2121671","height":"3613","width":"2709"},"description1":[{"type":"paragraph","text":"Mr. Andrew Mirolli serves as the CEO and President of Valci Capital Group.\u00a0","spans":[]},{"type":"paragraph","text":"Valci Capital Group is a preeminent distribution platform in finance. They possess over eight years of experience in obtaining capital for a diverse array of investment prospects, showcasing a distinguished history in the oil and gas, private real estate, and off-market renewable infrastructure domains.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Mirolli consistently secures lucrative investments for buyers. He customizes his approach to meet the specific financial objectives of each client, dedicating himself to their success. He remains knowledgeable of industry advancements and actively seeks new opportunities to deliver value to Family Offices worldwide.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Mirolli has extensive experience collaborating with investors across the US, forming a vast network of industry contacts and a reputation for exceptional outcomes. He adopts a tailored approach to each buyer, meticulously comprehending their particular aspirations and tirelessly pursuing their realization. Beyond his exceptional capital-raising record, Mr. Mirolli is recognized for his commitment to keeping abreast of industry advancements and identifying new avenues to benefit clients, making him a valuable contributor to investment groups.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Mirolli has a B.A. from Terry College of Business at the University of Georgia, majoring in Real Estate. He also completed the International Program in Management with FGV EAESP.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Mirolli is an avid sailor with current ASA 101 and 102 certifications, making him a captain in the sport.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Mirolli currently holds Series 7 and 63 certifications with FINRA.\u00a0","spans":[{"start":64,"end":69,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-equity"},{"category":"private-credit"},{"category":"infrastructure"},{"category":"venture-capital"},{"category":"real-estate"}]}},{"id":"YY1HfxEAACAAGFja","uid":"walworth-group-inc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1HfxEAACAAGFja%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:40:34+0000","last_publication_date":"2023-06-22T11:01:25+0000","slugs":["walworth-group-inc.","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"WalworthGroup_logo3.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/ae01dcc9-1f17-4330-ac8f-afd70334dac8_WalworthGroup_logo3.jpg?auto=compress,format","size":"5093","height":"41","width":"150"},"name":[{"type":"paragraph","text":"Walworth Group, Inc.","spans":[]}],"location":[{"type":"paragraph","text":"Scarsdale, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":" Private Equity, Hedge Fund, Private Credit, Real Estate, Infrastructure, Venture Capital, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Jeff Radov","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & President","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/jeff-radov-9751a116\/","spans":[]}],"photo":{"link_type":"Media","name":"Jeff.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/1a46c3e0-ee58-4157-a136-554170a202ef_Jeff.png?auto=compress,format","size":"1943033","height":"2048","width":"2048"},"description1":[{"type":"paragraph","text":"Mr. Radov is an entrepreneur and businessman with 45 years of experience in media, communications, and financial endeavors.","spans":[]},{"type":"paragraph","text":"Mr. Radov is the President of Walworth Group, Inc., providing consulting and advisory services primarily to small- and medium-sized businesses.\u00a0 Walworth Group also acts as a third-party marketer for hedge funds and private equity funds.\u00a0 While industry agnostic, Walworth Group has served clients in media, entertainment, and Internet companies, financial services firms, and operating companies ranging from component manufacturers to the construction industry. Walworth Group raises capital and advises on mergers and acquisitions. As an entrepreneur, Mr. Radov has raised money from private investors, venture capital funds, private equity funds, and public investors.","spans":[]},{"type":"paragraph","text":"As a fund manager and advisor, Mr. Radov has raised capital from high-net-worth individuals, institutional investors, and public offerings. Mr. Radov has managed funds with over $1.5 billion of AUM. In addition to his capital raising activities, Mr. Radov has been an advisor or Board member to companies ranging from biotech startups to an Israeli technology incubator. He has been the COO of two groups of hedge funds. He also was a Founder-in-Residence at a venture capital fund backed by Canaan Partners, Rho Management, and Sevin Rosen Funds.","spans":[]},{"type":"paragraph","text":"Mr. Radov was a founding investor in an educational technology company that was sold to Houghton-Mifflin. Mr. Radov was CEO and Co-Founder of VocaLoca, Inc., an innovator in consumer-generated audio content on the Internet. Mr. Radov was a founding executive of About, Inc. and was its EVP of Business Development and CFO from its inception until it became the 6th busiest Internet property and completed its initial public offering in 1999. About merged with Primedia (NASDAQ: PRM), was acquired by The New York Times Company (NYSE: NYT), and now is owned by IAC (NASDAQ: IAC) and rebranded as Dotdash.","spans":[]},{"type":"paragraph","text":"Mr. Radov was previously a Director at Prodigy Systems Company, a joint venture of IBM and Sears. Mr. Radov was a principal in the management of a series of public limited partnerships that invested over $800 million in the production and in distribution of more than 130 major motion pictures. Those public offerings were distributed through Merrill Lynch, PaineWebber, and Smith Barney, had over 35,000 investors, and funded films distributed by Sony\u2019s Columbia Pictures and TriStar Pictures. Mr. Radov previously held positions at Rainbow Programming, a joint venture among Cablevision Systems Corporation, Cox Broadcasting, and Daniels & Associates Mr. Radov also was a director at Winklevoss & Associates. ","spans":[]},{"type":"paragraph","text":"Mr. Radov earned an M.B.A. from The Wharton School of the University of Pennsylvania and holds a B.A. degree from Cornell University.","spans":[]},{"type":"paragraph","text":"Mr. Radov currently holds Series 63 and 82 registrations with\u00a0FINRA.","spans":[{"start":62,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"hedge-funds"}]}},{"id":"ZCL1NREAAC4ACJWq","uid":"witherspoon-partners","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&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=ZW2qhhYAAC8ArIsf&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. The firm also partners with select Middle Market Private Equity managers and Fintech Venture Funds to provide strategic consulting, buy-side sourcing, and business development services.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Landry began his career as a Private Equity analyst before moving to a global broker-dealer, where he served as Head of Business Development and Strategic Advisor. In this role, he won multiple cross-border trading mandates and established an institutional private resale trading business. In addition he acted as internal investment banker during the sale process, maximized valuation, and advised on every step of the transaction. State Street announced the acquisition in March of 2023. Mr. Landry later transitioned to a Corporate Development role where he led a direct sourcing campaign for a Fintech Technology startup targeting software development businesses in the US, LAT AM, and Eastern Europe.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Landry earned a B.A. from Bowdoin College and an M.B.A. from Caledonian Business School.\u202f\u00a0","spans":[]},{"type":"paragraph","text":"As a former professional ice hockey player (New York Islanders\/Washington Capitals), he is passionate about helping NCAA and professional athletes transition into finance.\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Landry currently holds Series 7 and 63 registrations with\u00a0FINRA.\u00a0","spans":[{"start":62,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/us-east-2.protection.sophos.com\/?d=finra.org&u=aHR0cDovL2ZpbnJhLm9yZy8=&p=m&i=NjE5ZDc2NDliM2ZjOGMwZTFjMTlhYjE1&t=NW94YnJQKzBjazdNeGROcXAzM1VQTHlkelp4eWxHVTUzR0tnVDB4dnNVND0=&h=01194dd61df14e0e94aa60a7e0d08b63&s=AVNPUEhUT0NFTkNSWVBUSVa5G5tgeEv0g_jlL4EVg_5nQZt4g_bkdAsBd-n4NFQD4A","target":"_blank"}}]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-equity"},{"category":"venture-capital"}]}}] [{"id":"YYK-dREAACQAKbCu","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YYK-dREAACQAKbCu%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-03T16:53:13+0000","last_publication_date":"2023-07-14T17:02:18+0000","slugs":["david-frank-cfa"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"David Frank, CFA","spans":[{"start":0,"end":11,"type":"strong"}]}],"photo":{"dimensions":{"width":475,"height":400},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/1a3956f4-f271-468e-8f4e-35e5ec0027c0_Group+1174+%281%29.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"CEO, Founder & Managing Partner","spans":[]}],"category":"management","category1":{"id":"Yt7LGBIAACsA0hXr","type":"team_category","tags":[],"lang":"en-us","slug":"management","first_publication_date":"2022-07-25T16:55:54+0000","last_publication_date":"2022-07-25T16:55:54+0000","link_type":"Document","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/david-frank-cfa-68897a5\/","spans":[]}],"description":[{"type":"paragraph","text":"David Frank is the Founder and CEO of Stonehaven. ","spans":[]},{"type":"paragraph","text":"Mr. Frank leads the strategy, design and execution of all aspects of the Firm\u2019s technology, data, compliance, legal, due diligence, finance, and operations architecture.\u00a0 Mr. Frank focuses on curating a highly engaged Stonehaven community and building key relationships across the broader finance and technology industries.\u00a0 Mr. Frank pivoted Stonehaven into a FinTech business in 2018 to create a next-generation platform to support the needs of capital market professionals.\u00a0 Mr. Frank founded Stonehaven in 2001, initially cutting his teeth raising capital and then building teams to orchestrate a broad range of investment banking and placement agent activity.\u00a0 ","spans":[]},{"type":"paragraph","text":"Prior to founding Stonehaven, Mr. Frank worked in the Mergers & Acquisitions group of Robertson Stephens in San Francisco.","spans":[]},{"type":"paragraph","text":"Mr. Frank has expertise across a wide range of disciplines including venture capital, real estate, private equity, private credit, hedge funds, infrastructure, M&A, secondaries, private placements and traditional asset management. Mr. Frank is a frequent speaker on topics including FinTech, capital markets, investment banking, alternative investments and entrepreneurship.","spans":[]},{"type":"paragraph","text":"Mr. Frank graduated with honors from the University of Michigan\u2019s Ross School of Business with a B.B.A. Mr. Frank is a CFA charterholder and an active member of the Young Presidents\u2019 Organization where he helps lead the Investment Banking Network. Currently, Mr. Frank holds the Series 7, 24, 31, 66, 79 and 99 registrations with FINRA. Mr. Frank lives in Westchester, NY with his wife, son and daughter.","spans":[]}]}},{"id":"YY0OxREAACIAF0sb","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0OxREAACIAF0sb%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T12:38:33+0000","last_publication_date":"2023-03-30T15:19:28+0000","slugs":["steven-jafarzadeh-caia","steven-jafarzadehcaia"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Steven Jafarzadeh, CAIA","spans":[{"start":0,"end":19,"type":"strong"}]}],"photo":{"dimensions":{"width":475,"height":398},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/d747598d-12f5-45ea-abc4-5a7091184a6e_Group+1195.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Chief Compliance Officer","spans":[]}],"category":"management","category1":{"id":"Yt7LGBIAACsA0hXr","type":"team_category","tags":[],"lang":"en-us","slug":"management","first_publication_date":"2022-07-25T16:55:54+0000","last_publication_date":"2022-07-25T16:55:54+0000","link_type":"Document","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/stevenjafarzadeh\/","spans":[]}],"description":[{"type":"paragraph","text":"Steven Jafarzadeh is a Managing Director, the CCO and a Partner of Stonehaven, LLC. Mr. Jafarzadeh contributes significantly to planning the overall strategic direction of the Firm, managing compliance, supervising operations, serving as the point person with FINRA, the SEC, the NFA and the MSRB, spearheading contract negotiations with all outside parties, creating and implementing systems that provide scale to the Firm\u2019s platform, providing strategic guidance to employees and Affiliate Partners, and identifying and cultivating long-term, strategic relationships within the financial community. Mr. Jafarzadeh coordinates all cycle examinations with regulatory organizations as the Firm\u2019s CCO and has maintained the Firm\u2019s exemplary record through each regulatory exam despite the complexities of a dynamic regulatory landscape, a growing team, and a business model unique to regulators.","spans":[]},{"type":"paragraph","text":"Prior to joining Stonehaven, Mr. Jafarzadeh was Head Trader for a broker dealer in California and managed order flow from multiple in-house hedge funds, managed accounts and institutional equity sales channels. Mr. Jafarzadeh has also served in various compliance roles which have been instrumental regarding the launch and administrative maintenance of a Registered Investment Adviser, multiple onshore and offshore hedge funds, and managed accounts.","spans":[]},{"type":"paragraph","text":"Mr. Jafarzadeh attended the University of Vermont with a focus in economics and earned a B.S. in Business Management from the University of Phoenix. Mr. Jafarzadeh is a CAIA charter holder, and is a member of the Chartered Alternative Investment Analyst Association. Mr. Jafarzadeh is also a Certified Regulatory Compliance Professional (CRCP), having earned this designation through the FINRA Institute at The Wharton School of the University of Pennsylvania. Mr. Jafarzadeh served as an elected member and Small Firm Representative of the FINRA New York City Regional Committee which serves the greater metropolitan area of New York and its five boroughs between 2017 and 2020. \u00a0\u00a0Mr. Jafarzadeh also currently serves as a FINRA Hearing Panelist for FINRA disciplinary hearings.\u00a0 Mr. Jafarzadeh is also a former member of the Board of Directors for the Third Party Marketers Association where he served as Director of Communications for the Regulatory Committee. ","spans":[]},{"type":"paragraph","text":"Mr. Jafarzadeh holds the Series 7, 14, 24, 31, 55, 57, 63, 79 and 99 registrations with FINRA. Mr. Jafarzadeh lives in Fairfield, CT.","spans":[]}]}},{"id":"YY0PBBEAACEAF0xJ","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0PBBEAACEAF0xJ%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T12:39:35+0000","last_publication_date":"2022-09-06T11:09:46+0000","slugs":["mark-j.-sullivan-cfa","mark-j.-sullivancfa"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Mark J. Sullivan, CFA","spans":[{"start":0,"end":18,"type":"strong"}]}],"photo":{"dimensions":{"width":475,"height":400},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/ffd97a27-e6ac-4edb-a8b9-3d908e8e7933_Group+1194.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Chief Growth Officer","spans":[]}],"category":"management","category1":{"id":"Yt7LGBIAACsA0hXr","type":"team_category","tags":[],"lang":"en-us","slug":"management","first_publication_date":"2022-07-25T16:55:54+0000","last_publication_date":"2022-07-25T16:55:54+0000","link_type":"Document","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/mark-sullivan-cfa-11b87511\/","spans":[]}],"description":[{"type":"paragraph","text":"Mark Sullivan is the Chief Growth Officer at Stonehaven, LLC.\u00a0 Mr. Sullivan leads efforts to expand the firm\u2019s footprint by expanding the platform\u2019s Affiliate Partner constituency in the US and abroad, establishing marketplace partnerships and promoting market presence.\u00a0 Mr. Sullivan also works closely with the CEO and senior management to design all aspects of the firm\u2019s product offering.\u00a0","spans":[]},{"type":"paragraph","text":"Prior to Stonehaven, Mr. Sullivan was the Director of US Sales Management at Man Investments Inc. where he coordinated product operations and development and managed related workflow across stakeholders including investment management, marketing, third-party investors, service providers, legal, compliance, operations, reporting and management. Mr. Sullivan came to Man Investments Inc. following the acquisition of Ore Hill Partners LLC in May 2011, where Mr. Sullivan was a Partner and served as the firm\u2019s CFO and COO for over 8 years. Mr. Sullivan built and managed all non-investment functions for the multi-product alternative asset management firm and was integral in helping grow the firm from $70 million to $3 billion AUM.\u00a0","spans":[]},{"type":"paragraph","text":"Prior to Ore Hill Partners LLC, Mr. Sullivan worked for Credit Suisse First Boston \/ Donaldson, Lufkin & Jenrette within their Private Client Services division from 2000 to 2003.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Sullivan also worked with Morgan Stanley Dean Witter in their Private Wealth Management division from 1998 to 2000.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Sullivan earned an M.B.A. from the Leonard Stern School of Business at NYU with a concentration in Finance and a B.A. in Economics from Boston College. Mr. Sullivan is a CFA charter holder and member of the CFA Institute and the CFA Society of New York. Currently, Mr. Sullivan holds the Series 3, 7, 24, and 63 registrations with FINRA. Mr. Sullivan lives in Larchmont, NY with his wife and four children.","spans":[]}]}},{"id":"YY0PLhEAACAAF00Y","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0PLhEAACAAF00Y%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T12:40:18+0000","last_publication_date":"2022-07-26T17:44:29+0000","slugs":["alex-brooks"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Alex Brooks","spans":[{"start":0,"end":11,"type":"strong"}]}],"photo":{"dimensions":{"width":475,"height":399},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/6f482e8a-8cb7-4802-9243-fd320952cb80_Group+1187.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Chief Technology Officer","spans":[]}],"category":"management","category1":{"id":"Yt7LGBIAACsA0hXr","type":"team_category","tags":[],"lang":"en-us","slug":"management","first_publication_date":"2022-07-25T16:55:54+0000","last_publication_date":"2022-07-25T16:55:54+0000","link_type":"Document","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/alexpbrooks\/","spans":[]}],"description":[{"type":"paragraph","text":"Alex Brooks is the Managing Director, CTO & Partner of Stonehaven. Mr. Brooks leads the design, technical development and product support for the Firm\u2019s FinTech business including the Nexus platform. He also leverages technology and process design to enable the overall Stonehaven platform to scale and create value for the management & operations team, Affiliate Partners, clients, and investors.","spans":[]},{"type":"paragraph","text":"Prior to Stonehaven, Mr. Brooks spent over 7 years working as a Salesforce technology consultant leading the design and development of large-scale enterprise application projects, most recently as a Solution Architect at Acumen Solutions. Highlights of Mr. Brooks experience includes work for industry-leading companies including Time Warner Spectrum, Vodafone, Club Car, Kaplan Test Prep, Moody\u2019s Analytics, National Board of Medical Examiners and Harvard Business Review.","spans":[]},{"type":"paragraph","text":"Mr. Brooks holds a B.A. in Philosophy and Political Science from Northwestern University. Mr. Brooks holds the following Salesforce certifications: Certified Administrator, Force.com Developer, Service Cloud Consultant, Sales Cloud Consultant, Community Cloud Consultant, Radian6 Marketing Cloud Accreditation and Prosci Change Management. Mr. Brooks lives in New York City with his wife.","spans":[]}]}},{"id":"YY0PYBEAACMAF04P","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0PYBEAACMAF04P%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T12:41:08+0000","last_publication_date":"2022-07-26T17:47:31+0000","slugs":["chris-yager-cpa","chris-yagercpa"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Chris Yager, CPA","spans":[{"start":0,"end":13,"type":"strong"}]}],"photo":{"dimensions":{"width":475,"height":400},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/5c8dbc9b-89a8-486e-8bbe-c9d4e837883e_Group+1191.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Chief Financial Officer","spans":[]}],"category":"management","category1":{"id":"Yt7LGBIAACsA0hXr","type":"team_category","tags":[],"lang":"en-us","slug":"management","first_publication_date":"2022-07-25T16:55:54+0000","last_publication_date":"2022-07-25T16:55:54+0000","link_type":"Document","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/christopher-yager-cpa-ctp-0369685\/","spans":[]}],"description":[{"type":"paragraph","text":"Christopher Yager is a Partner and the CFO of Stonehaven LLC. Mr. Yager is responsible for overseeing all financial aid and accounting functions of the Firm. Mr. Yager has extensive experience in broker-dealer specific accounting, finance, operations, and regulatory reporting as well as treasury management and forecasting and analysis. ","spans":[]},{"type":"paragraph","text":"Prior to joining Stonehaven, Mr. Yager was a Director at Moelis & Company where he was responsible for all accounting, finance and reporting requirements of the regulated broker-dealer business. In addition, he managed a firmwide annual revenue stream in excess of $1 billion, oversaw the Firm\u2019s treasury management functions and provided critical reporting metrics to the Firm\u2019s management team. ","spans":[]},{"type":"paragraph","text":"Earlier in his career, Mr. Yager was a Senior Manager within the Financial Control Group at Morgan Stanley and before that, he began his career in public accounting at McGladrey & Pullen. ","spans":[]},{"type":"paragraph","text":"Mr. Yager has a B.S. in Accounting from the Peter J. Tobin College of Business at St. John\u2019s University. He is a Certified Public Accountant, holds the Series 27 registration with FINRA, and earned the Certified Treasury Professional certification.","spans":[]}]}},{"id":"YY0PjhEAACAAF07w","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0PjhEAACAAF07w%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T12:41:53+0000","last_publication_date":"2023-11-03T00:57:32+0000","slugs":["brian-gaffney"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Brian Gaffney","spans":[{"start":0,"end":13,"type":"strong"}]}],"photo":{"dimensions":{"width":475,"height":400},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/713cd12e-8f80-441c-8379-7c813f6c2133_Group+1188.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Head of Due Diligence & Mandate Management","spans":[]}],"category":"management","category1":{"id":"Yt7LGBIAACsA0hXr","type":"team_category","tags":[],"lang":"en-us","slug":"management","first_publication_date":"2022-07-25T16:55:54+0000","last_publication_date":"2022-07-25T16:55:54+0000","link_type":"Document","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/brian-gaffney\/","spans":[]}],"description":[{"type":"paragraph","text":"Brian Gaffney is the Head of Due Diligence & Mandate Management and a Partner of Stonehaven. In this role, Mr. Gaffney manages all aspects of Mandate operations, including onboarding, due diligence, marketing preparedness, visibility and ongoing support, across direct investments and alternative investment funds & managers. He also works closely with the CEO, senior management and technology team to develop processes and design technology to streamline workflows, improve content delivery and increase value for stakeholders ","spans":[]},{"type":"paragraph","text":"Prior to Stonehaven, Mr. Gaffney most recently led GIC\u2019s operational due diligence efforts for over 3 years on alternative investment funds, sponsors, platform companies and operating partners for private equity, venture, real estate, infrastructure, credit and secondaries strategies across the Americas and Europe. ","spans":[]},{"type":"paragraph","text":"Prior to GIC, Mr. Gaffney worked at Blackstone, where he managed the Sarbanes-Oxley (SOx) compliance program and worked on other governance, risk and compliance projects for the Corporate Finance and the Real Estate groups. ","spans":[]},{"type":"paragraph","text":"Mr. Gaffney previously worked at KPMG from 2012 to 2016 as a Senior Associate in their asset management practice focusing on real estate and broker-dealer clients. ","spans":[]},{"type":"paragraph","text":"Mr. Gaffney earned a combined BS\/MBA from the Kania School of Management at the University of Scranton where he was awarded a Graduate Assistantship position in the Economics and Finance Department. Mr. Gaffney is a licensed CPA (New York) and a Certified Fraud Examiner. Mr. Gaffney holds the series 24 registration with FINRA. Mr. Gaffney lives in Oyster Bay, NY, with his wife, three children, and golden retriever.","spans":[]}]}},{"id":"YY0P_xEAACMAF1EY","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0P_xEAACMAF1EY%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T12:44:25+0000","last_publication_date":"2022-07-26T17:53:30+0000","slugs":["brittany-boyd","domenic-miele"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Brittany Boyd","spans":[{"start":0,"end":13,"type":"strong"}]}],"photo":{"dimensions":{"width":475,"height":400},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/5c0cb311-f1cd-4c98-98ad-f05e303fd380_Group+1189.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Director of Partner Success","spans":[]}],"category":"management","category1":{"id":"Yt7LGBIAACsA0hXr","type":"team_category","tags":[],"lang":"en-us","slug":"management","first_publication_date":"2022-07-25T16:55:54+0000","last_publication_date":"2022-07-25T16:55:54+0000","link_type":"Document","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/brittanyaboyd\/","spans":[]}],"description":[{"type":"paragraph","text":"Brittany Boyd is the Director of Partner Success at Stonehaven. Ms. Boyd leads the development and management of the Partner Success Program to optimize onboarding, training, and support for Stonehaven Affiliate Partners. ","spans":[]},{"type":"paragraph","text":"Prior to Stonehaven, Ms. Boyd spent over 8 years leading digital marketing and business consulting companies building and managing successful programs for Salesforce user communities. Most recently she consulted for the Department of Health to train end-users on a database tool used for COVID-19 tracing. ","spans":[]},{"type":"paragraph","text":"Ms. Boyd has a Bachelor of Arts in Communications, focusing on Political and Public Speech, from Georgia State University. Ms. Boyd is an avid Salesforce Trailblazer and an active member of the Atlanta Chapter of the Women in Technology (WIT) community. Ms. Boyd is also a member of The Association for Talent and Development (Atlanta Chapter).","spans":[]}]}},{"id":"YrV5bREAAC0ASMi8","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YrV5bREAAC0ASMi8%22%29+%5D%5D","tags":[],"first_publication_date":"2022-06-24T08:47:16+0000","last_publication_date":"2022-07-25T16:58:33+0000","slugs":["clint-mcgowan"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Clint McGowan","spans":[]}],"photo":{"dimensions":{"width":1350,"height":619},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/be9ff4dd-76f2-43ec-b152-caee6acffa3d_CLint+02.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Director of Compliance","spans":[]}],"category":"operations","category1":{"id":"Yt7LJRIAAC4A0hYq","type":"team_category","tags":[],"lang":"en-us","slug":"operations","first_publication_date":"2022-07-25T16:56:08+0000","last_publication_date":"2022-07-25T16:56:08+0000","link_type":"Document","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/clint-mcgowan-1a33a0237\/","spans":[]}],"description":[{"type":"paragraph","text":"Mr. Clint McGowan is the Director of Compliance at Stonehaven. Mr. McGowan manages the compliance systems and performs supervisory oversight relating to the Firm\u2019s activities in supporting the CCO. He also contributes to planning the overall strategic direction of the Firm, supervising operations, creating and implementing systems that provide scale to the Firm\u2019s platform, providing strategic guidance to employees and Affiliate Partners, and identifying and cultivating long-term strategic relationships.","spans":[]},{"type":"paragraph","text":"Prior to joining Stonehaven, Mr. McGowan worked for the last 16 years with the AYCO Company, L.P., a Goldman Sachs Company (Ayco) as Vice President of Compliance and Anti-Money Laundering. Prior to Ayco, he worked at Fidelity Investments as a Service & Trading Representative on their Merrimack NH phone site.","spans":[]},{"type":"paragraph","text":"Mr. McGowan is also proud to serve the community as a volunteer firefighter with the Greenfield NY fire district.","spans":[]},{"type":"paragraph","text":"Mr. McGowan currently resides in beautiful upstate NY where he enjoys hiking and camping with his wife and three dogs.","spans":[]},{"type":"paragraph","text":"Mr. McGowan currently holds Series 7, 9, 10, 24, and 63 registrations with FINRA.","spans":[]}]}},{"id":"YozM2xIAACIAILGz","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YozM2xIAACIAILGz%22%29+%5D%5D","tags":[],"first_publication_date":"2022-05-24T13:50:45+0000","last_publication_date":"2022-07-25T16:58:53+0000","slugs":["edward-corrao"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Edward Corrao","spans":[]}],"photo":{"dimensions":{"width":1350,"height":619},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/2e9639a4-322f-48e9-80fe-ed94c3594d63_Ed+1.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Mandate Operations Counsel","spans":[]}],"category":"operations","category1":{"id":"Yt7LJRIAAC4A0hYq","type":"team_category","tags":[],"lang":"en-us","slug":"operations","first_publication_date":"2022-07-25T16:56:08+0000","last_publication_date":"2022-07-25T16:56:08+0000","link_type":"Document","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/ed-corrao-094911137\/","spans":[]}],"description":[{"type":"paragraph","text":"Edward Corrao is the Mandate Operations Counsel at Stonehaven. Mr. Corrao manages mandate legal operations, which includes contracting, legal due diligence and marketing material compliance. He also works closely with the Head of Due Diligence & Mandate Management on various strategic initiatives, including process and technology design.\u00a0","spans":[]},{"type":"paragraph","text":"Prior to Stonehaven, Mr. Corrao has over 20 years of experience in progressively senior legal roles supporting asset managers, swap dealers, insurance agencies, transfer agents and other market intermediaries, most recently as Senior Legal Counsel and Vice President at Goldman Sachs Ayco. \u00a0Previously, he held similar roles at ALPS, State Street Global Advisors, Bank of America and Fidelity Investments. In addition to extensive experience drafting and negotiating various types of agreement, he is well versed in the regulation of financial markets and administration of both registered and unregistered collective investment vehicles.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Corrao earned his J.D. from Suffolk University School of Law and his LL.M with a concentration in Securities Law from Boston University Law School. He completed his undergraduate degree from the University of Massachusetts Amherst in Psychology. \u00a0","spans":[]},{"type":"paragraph","text":"Mr. Corrao, now resides in the Saratoga, NY area. He is originally from the Greater Boston area and continues to be a devoted fan of all Boston sports teams.","spans":[]}]}},{"id":"YnI6iBIAACEAOo0t","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YnI6iBIAACEAOo0t%22%29+%5D%5D","tags":[],"first_publication_date":"2022-05-04T08:45:57+0000","last_publication_date":"2022-09-29T12:57:58+0000","slugs":["rishi-shukla"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Rishi Shukla","spans":[]}],"photo":{"dimensions":{"width":476,"height":301},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/0cf4e6d6-7ebb-4286-a0a4-010f02ad2c87_Rishi+11.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Product Owner","spans":[]}],"category":"development","category1":{"id":"Yt7LNBIAAC0A0hZ-","type":"team_category","tags":[],"lang":"en-us","slug":"development","first_publication_date":"2022-07-25T16:56:23+0000","last_publication_date":"2022-07-25T16:56:23+0000","link_type":"Document","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/rishi-shukla-94470871\/","spans":[]}],"description":[{"type":"paragraph","text":"Rishi Shukla is the Product Owner at Stonehaven. Mr. Shukla manages and maintains the end-to-end execution of the product roadmap. He reports to Alex Brooks and works closely with the executive team to help scale development operations and manages a team of developers and analysts to deploy high-quality product features.","spans":[]},{"type":"paragraph","text":"Prior to Stonehaven, Mr. Shukla spent over ten years managing and leading projects in the law, healthcare, and pharmaceutical industries focusing on software development, business solutions, efficiency, productivity improvements, and troubleshooting. He recently worked extensively in Salesforce on enterprise projects focusing on implementations and product enhancements for pharmaceutical clients.","spans":[]},{"type":"paragraph","text":"Mr. Shukla has a B.S. in Business Administration with certificates in Information Technology and Operations Management from the Georgia Institute of Technology. He is currently pursuing Administrator and Platform App Builder Salesforce certificates. ","spans":[]},{"type":"paragraph","text":"Mr. Shukla currently resides in Northern Jersey, although his heart will always remain in Philadelphia.","spans":[]}]}},{"id":"Ys0osxYAADEAseJn","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Ys0osxYAADEAseJn%22%29+%5D%5D","tags":[],"first_publication_date":"2022-07-12T07:54:31+0000","last_publication_date":"2022-07-26T17:56:52+0000","slugs":["vy-theologidy"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Vy Theologidy","spans":[]}],"photo":{"dimensions":{"width":1350,"height":619},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/f2b6231d-a7ef-43d1-afcd-f5d703f0f69e_VTY2.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Mandate Due Diligence & Operations Manager","spans":[]}],"category":"operations","category1":{"id":"Yt7LJRIAAC4A0hYq","type":"team_category","tags":[],"lang":"en-us","slug":"operations","first_publication_date":"2022-07-25T16:56:08+0000","last_publication_date":"2022-07-25T16:56:08+0000","link_type":"Document","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/vy-theologidy-8179a5ab\/","spans":[]}],"description":[{"type":"paragraph","text":"Vy Theologidy is the Mandate Due Diligence and Operations Manager at Stonehaven. In this role, Ms. Theologidy assists with the onboarding, due diligence and marketing material compliance review of all firm clients across investment banking, placement agency and secondary trading. She also works closely with the Head of Due Diligence & Mandate Management on various strategic initiatives, including process and technology design.","spans":[]},{"type":"paragraph","text":"Prior to Stonehaven, Ms. Theologidy worked in the retail futures industry as the New Accounts Manager at NinjaTrader. She led the team through multiple mergers while optimizing the onboarding experience for both employees and customers.","spans":[]},{"type":"paragraph","text":"Ms. Theologidy graduated from The University of Illinois at Chicago with a Bachelor\u2019s degree in Mathematics. She also has completed her higher studies in Mathematics from Benedictine University (Chicago). Ms. Theologidy currently holds the Series 3 and 34 registrations with FINRA.","spans":[]}]}},{"id":"YY0KsBEAACMAFzhI","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0KsBEAACMAFzhI%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T12:21:07+0000","last_publication_date":"2022-07-26T17:47:46+0000","slugs":["mohammad-athar-ca","mohammad-atharca"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Mohammad Athar, CA","spans":[{"start":0,"end":16,"type":"strong"}]}],"photo":{"dimensions":{"width":475,"height":400},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/7f259771-a548-4ff4-a359-fc4a8121f0ad_Group+1201.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Manager, Accounting","spans":[]}],"category":"operations","category1":{"id":"Yt7LJRIAAC4A0hYq","type":"team_category","tags":[],"lang":"en-us","slug":"operations","first_publication_date":"2022-07-25T16:56:08+0000","last_publication_date":"2022-07-25T16:56:08+0000","link_type":"Document","isBroken":false},"linkedin":[],"description":[{"type":"paragraph","text":"Mohammad Athar is the Manager of Accounting working for Stonehaven full-time through a strategic partnership with Fundtec, a middle & back office service provider for hedge funds, private equity, fintech & intermediaries. Mr. Athar has over 4 years of experience in financial planning and analysis, controllership, financial due diligence and business finance in various industries including alternative asset management, manufacturing and real estate service companies. ","spans":[]},{"type":"paragraph","text":"Mr. Athar is a qualified Chartered Accountant of the Institute of Chartered Accountants of India and holds a bachelor\u2019s degree in commerce from Pandit Ravishankar Shukla University.","spans":[]}]}},{"id":"YcyETxEAACUAEWQs","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YcyETxEAACUAEWQs%22%29+%5D%5D","tags":[],"first_publication_date":"2021-12-29T15:54:54+0000","last_publication_date":"2022-07-26T17:56:35+0000","slugs":["roushan-rai"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Roushan Rai","spans":[{"start":0,"end":11,"type":"strong"}]}],"photo":{"dimensions":{"width":475,"height":400},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/31c7669d-5dd7-49c7-b631-dd8d03050ae3_Roushan+Rai+3.png?auto=compress,format&rect=359,0,798,672&w=475&h=400"},"tag":[{"type":"paragraph","text":"Associate, Finance","spans":[]}],"category":"operations","category1":{"id":"Yt7LJRIAAC4A0hYq","type":"team_category","tags":[],"lang":"en-us","slug":"operations","first_publication_date":"2022-07-25T16:56:08+0000","last_publication_date":"2022-07-25T16:56:08+0000","link_type":"Document","isBroken":false},"linkedin":[],"description":[{"type":"paragraph","text":"Roushan Rai is a Finance Associate working for Stonehaven full-time through a strategic partnership with Fundtec, a middle & back-office service provider for hedge funds, private equity, fintech & intermediaries. ","spans":[]},{"type":"paragraph","text":"Mr. Rai has over a year of experience in a financial consultancy firm providing end to end bookkeeping services to its clients. ","spans":[]},{"type":"paragraph","text":"Mr. Rai is an inter qualified Cost & Management Accountant from the Institute of Cost and Management Accountants of India and also holds a bachelor\u2019s degree in commerce from Atal Vihari Vajpayee University, Bilaspur.","spans":[]}]}},{"id":"ZRVH8xEAACsANcUV","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZRVH8xEAACsANcUV%22%29+%5D%5D","tags":[],"first_publication_date":"2023-09-28T09:33:52+0000","last_publication_date":"2023-09-28T10:27:17+0000","slugs":["gautam-shrivastav"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Gautam Shrivastav","spans":[{"start":0,"end":17,"type":"strong"}]}],"photo":{"dimensions":{"width":1350,"height":619},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/d3a4a2cb-9359-4dfa-90ae-fa6b2ff2234c_Untitleda.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Associate, Finance","spans":[]}],"category":"operations","category1":{"id":"Yt7LJRIAAC4A0hYq","type":"team_category","tags":[],"lang":"en-us","slug":"operations","first_publication_date":"2022-07-25T16:56:08+0000","last_publication_date":"2022-07-25T16:56:08+0000","link_type":"Document","isBroken":false},"linkedin":[{"type":"paragraph","text":"","spans":[]}],"description":[{"type":"paragraph","text":"Gautam Shrivastav is a Finance Associate working for Stonehaven full time through a strategic partnership with Fundtec, a middle & back-office service provider for hedge funds, private equity, fintech & intermediaries.","spans":[]},{"type":"paragraph","text":"Mr. Shrivastav has hands-on experience in handling end-to-end bookkeeping, financial statement preparation, and regulatory filings.","spans":[]},{"type":"paragraph","text":"Mr. Shrivastav holds a Bachelor\u2019s degree in Commerce and Finance from Pandit Ravishankar Shukla University, India. He also holds a Diploma in Computer Science and Application from Pandit Ravishankar Shukla University.","spans":[]}]}},{"id":"YY0WwhEAACMAF3EQ","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0WwhEAACMAF3EQ%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T13:12:37+0000","last_publication_date":"2023-01-13T14:15:38+0000","slugs":["soumya-sharma","sowmya-sharma"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Soumya Sharma","spans":[{"start":0,"end":13,"type":"strong"}]}],"photo":{"dimensions":{"width":475,"height":400},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/f4e6f748-cc17-4813-ba92-ca96ae9e3b6d_Group+1203.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Senior Associate, Legal Operations","spans":[]}],"category":"operations","category1":{"id":"Yt7LJRIAAC4A0hYq","type":"team_category","tags":[],"lang":"en-us","slug":"operations","first_publication_date":"2022-07-25T16:56:08+0000","last_publication_date":"2022-07-25T16:56:08+0000","link_type":"Document","isBroken":false},"linkedin":[],"description":[{"type":"paragraph","text":"Soumya Sharma is a Legal & Operations Associate working for Stonehaven full-time through a strategic partnership with Fundtec, a middle & back office service provider for hedge funds, private equity, fintech & intermediaries. ","spans":[]},{"type":"paragraph","text":"Ms. Sharma has previously worked with Indian government companies, state high court lawyers, and session courts. Notably she has been involved with child welfare committees and women shelters homes to provide them legal aid and making them aware of their rights. ","spans":[]},{"type":"paragraph","text":"Ms. Sharma has a qualified Bachelor of Laws degree from Savitribai Phule Pune University and a Master of Laws degree in Corporate Law from Amity University. She also holds a Diploma in Corporate law, Cyber Law & Labor Law from Bharati Vidyapeeth\u2019s New Law College.","spans":[]}]}},{"id":"Yk2xixIAACMAmBGQ","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Yk2xixIAACMAmBGQ%22%29+%5D%5D","tags":[],"first_publication_date":"2022-04-06T15:28:17+0000","last_publication_date":"2022-10-14T12:46:01+0000","slugs":["shubham-patel"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Shubham Patel","spans":[]}],"photo":{"dimensions":{"width":1350,"height":619},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/8b1e7d94-cc44-43fa-a090-07c4718ab10f_Shubham-+3.png?auto=compress,format&rect=107,26,1136,521&w=1350&h=619"},"tag":[{"type":"paragraph","text":"Associate, Mandate Operations","spans":[]}],"category":"operations","category1":{"id":"Yt7LJRIAAC4A0hYq","type":"team_category","tags":[],"lang":"en-us","slug":"operations","first_publication_date":"2022-07-25T16:56:08+0000","last_publication_date":"2022-07-25T16:56:08+0000","link_type":"Document","isBroken":false},"linkedin":[],"description":[{"type":"paragraph","text":"Shubham Patel is a Mandate Operations Associate working for Stonehaven full-time through a strategic partnership with Fundtec, a middle & back-office service provider for Hedge Funds, Private Equity, Fintech & Intermediaries.","spans":[]},{"type":"paragraph","text":"Mr. Patel has over a year of experience working in the alternative investment industry on fund financial control and reconciliation process. Notably he has been university representative for various sports events.","spans":[]},{"type":"paragraph","text":"Mr. Patel holds PGDM in Finance from Pune Institute of Business Management, Pune. He also holds Bachelors of Commerce from Pandit Ravishankar Shukla University, India.","spans":[]},{"type":"paragraph","text":"Mr. Patel has certifications on Equity Derivatives and Mutual Fund Distributors from National Institute of Securities Markets, India. He also holds certification on Financial Market and Investment Analysis & Portfolio Management from NSE Academy, India.","spans":[]}]}},{"id":"Ynjs5xIAACUAV-AO","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Ynjs5xIAACUAV-AO%22%29+%5D%5D","tags":[],"first_publication_date":"2022-05-09T10:32:36+0000","last_publication_date":"2022-10-14T12:47:20+0000","slugs":["sushma-k.","k.-sushma"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Sushma K. ","spans":[]}],"photo":{"dimensions":{"width":1350,"height":619},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/a36072db-087c-4a0f-a0dd-7d4f3cfc5a84_Sushma+7.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Associate, Mandate Operations","spans":[]}],"category":"operations","category1":{"id":"Yt7LJRIAAC4A0hYq","type":"team_category","tags":[],"lang":"en-us","slug":"operations","first_publication_date":"2022-07-25T16:56:08+0000","last_publication_date":"2022-07-25T16:56:08+0000","link_type":"Document","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/sushma-k-22974a7a","spans":[]}],"description":[{"type":"paragraph","text":"Ms. Sushma is a Mandate Operations Associate working for Stonehaven full-time through a strategic partnership with Fundtec, a middle & back-office service provider for Hedge Funds, Private Equity, Fintech & Intermediaries.","spans":[]},{"type":"paragraph","text":"Ms. Sushma has over 10 years of experience working in Quality Management, Risk Management, and Financial Due Diligence. Notably, she was an active participant in various co-curricular activities such as Debate, Dance, and Quizzes in her academic career.","spans":[]},{"type":"paragraph","text":"Ms. Sushma holds a Master\u2019s degree in Commerce in Management from Pandit Ravishankar Shukla University, India. She also holds a Bachelor\u2019s degree in commerce from Pandit Ravishankar Shukla University, India.","spans":[]}]}},{"id":"Y2D6yhEAAC0AYyS6","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y2D6yhEAAC0AYyS6%22%29+%5D%5D","tags":[],"first_publication_date":"2022-11-01T10:54:07+0000","last_publication_date":"2022-11-01T13:16:03+0000","slugs":["sonali-srivastava"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Sonali Srivastava","spans":[]}],"photo":{"dimensions":{"width":470,"height":301},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/5a001f2d-0df3-4715-98cf-4ef16f0474ac_Sonali+6.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Associate, Operations","spans":[]}],"category":"operations","category1":{"id":"Yt7LJRIAAC4A0hYq","type":"team_category","tags":[],"lang":"en-us","slug":"operations","first_publication_date":"2022-07-25T16:56:08+0000","last_publication_date":"2022-07-25T16:56:08+0000","link_type":"Document","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/sonali-srivastava-240376247\/","spans":[]}],"description":[{"type":"paragraph","text":"Sonali Srivastava is an Operations Associate working for Stonehaven full-time through a strategic partnership with Fundtec, a middle & back-office service provider for Hedge Funds, Private Equity, Fintech & Intermediaries.","spans":[]},{"type":"paragraph","text":"Ms. Srivastava has about 3 years of experience working in the finance and operations domain. ","spans":[]},{"type":"paragraph","text":"Notably, she has represented her university in various sports and dance events, wherein she also volunteered in National Cadet Corps for 2 years. Ms. Srivastava has studied Bachelor in Business Administration from Pandit Ravishankar Shukla University, Raipur. ","spans":[]}]}},{"id":"YY0SIhEAACAAF1sp","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0SIhEAACAAF1sp%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T12:52:52+0000","last_publication_date":"2023-07-31T09:38:37+0000","slugs":["anna-petrova"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Anna Petrova","spans":[{"start":0,"end":12,"type":"strong"}]}],"photo":{"dimensions":{"width":475,"height":400},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/b02299c2-2b03-4660-beaf-8b95529adaa8_Group+1205.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Senior Developer","spans":[]}],"category":"development","category1":{"id":"Yt7LNBIAAC0A0hZ-","type":"team_category","tags":[],"lang":"en-us","slug":"development","first_publication_date":"2022-07-25T16:56:23+0000","last_publication_date":"2022-07-25T16:56:23+0000","link_type":"Document","isBroken":false},"linkedin":[],"description":[{"type":"paragraph","text":"Anna Petrova is a Senior Developer working for Stonehaven Nexus full-time through a strategic partnership with Vention, a leading global software development company. Ms. Petrova has over 4 years of experience with software engineering and Salesforce development. ","spans":[]},{"type":"paragraph","text":"Ms. Petrova has a Specialist\u2019s Degree in Applied Mathematics and Computer Sciences from Belarusian State University. Ms. Petrova holds Salesforce Platform Developer I, Salesforce Platform Developer II, Salesforce Admin, and Salesforce Development Lifecycle and Deployment Architecture Designer Certifications.","spans":[]}]}},{"id":"Yp22lRIAACEA-65j","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Yp22lRIAACEA-65j%22%29+%5D%5D","tags":[],"first_publication_date":"2022-06-06T08:11:31+0000","last_publication_date":"2023-07-31T09:39:49+0000","slugs":["kristina-yezhkova"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Kristina Yezhkova","spans":[]}],"photo":{"dimensions":{"width":1350,"height":619},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/873c5e00-16fc-4233-a328-e3d8f9faf874_Kristina+2.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Senior Developer","spans":[]}],"category":"development","category1":{"id":"Yt7LNBIAAC0A0hZ-","type":"team_category","tags":[],"lang":"en-us","slug":"development","first_publication_date":"2022-07-25T16:56:23+0000","last_publication_date":"2022-07-25T16:56:23+0000","link_type":"Document","isBroken":false},"linkedin":[],"description":[{"type":"paragraph","text":"Kristina Yezhkova is a Senior Developer working for Stonehaven Nexus full-time through a strategic partnership with Vention, a leading global software development company. Ms. Yezhkova has over 5 years of experience with software engineering and Salesforce development. Ms. Yezhkova has a Bachelor\u2019s Degree in Informational Systems and Technologies from Belarusian State University of Informatics and Radio Electronics. ","spans":[]},{"type":"paragraph","text":"Ms. Yezhkova holds Salesforce Platform Developer I, Salesforce Platform Developer II, Salesforce Marketing Cloud Consultant, and Salesforce Marketing Cloud Email Specialist Certifications.","spans":[]}]}},{"id":"Yrl_wBEAACgAWmXf","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Yrl_wBEAACgAWmXf%22%29+%5D%5D","tags":[],"first_publication_date":"2022-06-27T14:50:24+0000","last_publication_date":"2023-07-31T09:40:49+0000","slugs":["alexei-pavlovski"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Alexei Pavlovski","spans":[]}],"photo":{"dimensions":{"width":1350,"height":619},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/412e40cf-112d-40bc-938a-3691cd969909_Alexei+02.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Senior Developer","spans":[]}],"category":"development","category1":{"id":"Yt7LNBIAAC0A0hZ-","type":"team_category","tags":[],"lang":"en-us","slug":"development","first_publication_date":"2022-07-25T16:56:23+0000","last_publication_date":"2022-07-25T16:56:23+0000","link_type":"Document","isBroken":false},"linkedin":[],"description":[{"type":"paragraph","text":"Alexei Pavlovski is a Senior Developer working for Stonehaven Nexus full-time through a strategic partnership with Vention, a leading global software development company. Mr. Pavlovski has over 4 years of experience with software engineering and Salesforce development.","spans":[]},{"type":"paragraph","text":"\nMr. Pavlovski has a Bachelor\u2019s Degree in Information Technologies and Control from Belarusian State University of Informatics and Radio Electronics.","spans":[]}]}},{"id":"ZIh6xhYAAC4ANKRb","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZIh6xhYAAC4ANKRb%22%29+%5D%5D","tags":[],"first_publication_date":"2023-06-13T14:26:38+0000","last_publication_date":"2023-06-13T14:39:29+0000","slugs":["marta-vasiukovich"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Marta Vasiukovich","spans":[{"start":0,"end":17,"type":"strong"}]}],"photo":{"dimensions":{"width":1350,"height":619},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/f5e5aca5-30ae-4386-ad50-ac6a170d8cdc_Untitledgg.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Quality Assurance Analyst","spans":[]}],"category":"development","category1":{"id":"Yt7LNBIAAC0A0hZ-","type":"team_category","tags":[],"lang":"en-us","slug":"development","first_publication_date":"2022-07-25T16:56:23+0000","last_publication_date":"2022-07-25T16:56:23+0000","link_type":"Document","isBroken":false},"linkedin":[{"type":"paragraph","text":"linkedin.com\/in\/marta-vasiukovich-29b207185","spans":[]}],"description":[{"type":"paragraph","text":"\u2018Marta Vasiukovich is a Senior Manual QA Engineer working for Stonehaven Nexus full-time through a strategic partnership with Vention, a leading global custom software development company. Ms. Vasiukovich has over 5 years of experience in manual testing and project management.","spans":[]}]}},{"id":"YY0S8xEAACIAF18Q","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0S8xEAACIAF18Q%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T12:56:22+0000","last_publication_date":"2023-07-31T09:41:52+0000","slugs":["mikhail-feler"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Mikhail Feler","spans":[{"start":0,"end":13,"type":"strong"}]}],"photo":{"dimensions":{"width":475,"height":400},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/a25f4783-4cdb-4811-b455-7461787f65ff_Group+1207+%281%29.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Technology Business Analyst","spans":[]}],"category":"development","category1":{"id":"Yt7LNBIAAC0A0hZ-","type":"team_category","tags":[],"lang":"en-us","slug":"development","first_publication_date":"2022-07-25T16:56:23+0000","last_publication_date":"2022-07-25T16:56:23+0000","link_type":"Document","isBroken":false},"linkedin":[],"description":[{"type":"paragraph","text":"Mikhail Feler is a Salesforce Administrator working for Stonehaven Nexus full-time through a strategic partnership with Vention, a leading global software development company. Mr. Feler has over 3 years of experience with software engineering and Salesforce administration. ","spans":[]},{"type":"paragraph","text":"Mr. Feler has a Bachelor\u2019s Degree in Information Resources Management from the Academy of Public Administration under the aegis of the President of the Republic of Belarus. Mr. Feler holds Salesforce Administrator, Advanced Administrator, and Sales Cloud Consultant certifications.","spans":[]}]}},{"id":"Yjst6xAAACEAZQbd","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Yjst6xAAACEAZQbd%22%29+%5D%5D","tags":[],"first_publication_date":"2022-03-23T14:34:58+0000","last_publication_date":"2023-07-31T09:43:58+0000","slugs":["gera-chykau"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Gera Chykau","spans":[]}],"photo":{"dimensions":{"width":1350,"height":619},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/98af0597-80a8-47c9-8a6b-341ce5fa9bf9_Gera+4.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Technology Business Analyst","spans":[]}],"category":"development","category1":{"id":"Yt7LNBIAAC0A0hZ-","type":"team_category","tags":[],"lang":"en-us","slug":"development","first_publication_date":"2022-07-25T16:56:23+0000","last_publication_date":"2022-07-25T16:56:23+0000","link_type":"Document","isBroken":false},"linkedin":[],"description":[{"type":"paragraph","text":"Heorhi Chykau is a Technology Business Analyst working for Stonehaven Nexus full-time through a strategic partnership with Vention, a leading global custom software development company. Mr. Chykau has 3+ years of experience in software engineering as Salesforce Administrator.","spans":[]},{"type":"paragraph","text":"Previously Mr. Chykau worked as a Salesforce Administrator for renowned companies like Questex, it\u2019s a leading firm which drives business forward through a rich engagement platform centered on leading events and surrounded by data insights and digital communities. Mr. Chykau has also previously worked with companies like Saberpoint, Beauty Academy, and Betclick as a Salesforce administrator. ","spans":[]},{"type":"paragraph","text":"Mr. Chykau has done a Bachelor\u2019s Degree in Applied Science in Information Technologies from Belarusian State Technological University. ","spans":[]},{"type":"paragraph","text":"Mr. Chykau holds Salesforce Administrator Certifications.","spans":[]}]}},{"id":"YYpqZBMAACMAx17b","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YYpqZBMAACMAx17b%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-09T12:32:40+0000","last_publication_date":"2023-05-16T13:59:56+0000","slugs":["bhavya-singh"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Bhavya Singh","spans":[{"start":0,"end":12,"type":"strong"}]}],"photo":{"dimensions":{"width":475,"height":400},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/246cae8c-a1ad-40b4-9c14-9c4490d43584_Group+1198.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Research and Data Analyst","spans":[]}],"category":"research-and-data","category1":{"id":"Yt7LRhIAAC0A0hbZ","type":"team_category","tags":[],"lang":"en-us","slug":"research-and-data","first_publication_date":"2022-07-25T16:56:46+0000","last_publication_date":"2022-07-25T16:56:46+0000","link_type":"Document","isBroken":false},"linkedin":[],"description":[{"type":"paragraph","text":"Bhavya Singh is a Data Analyst working for Stonehaven full-time through a strategic partnership with Fundtec, a middle & back office service provider for Hedge Funds, Private Equity, Fintech & Intermediaries. Ms. Singh has experience working on data entry, research and analysis. ","spans":[]},{"type":"paragraph","text":"Notably she has been university representative for various academics events and also served as Joint Secretary for student union. Ms. Singh holds Bachelor of Engineering in Biotechnology from Raipur Institute of Technology, Raipur.","spans":[]}]}},{"id":"YY0XZBEAACEAF3QG","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0XZBEAACEAF3QG%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T13:15:19+0000","last_publication_date":"2023-05-16T14:00:20+0000","slugs":["aditi-arora"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Aditi Arora","spans":[{"start":0,"end":11,"type":"strong"}]}],"photo":{"dimensions":{"width":475,"height":400},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/0c618026-223d-4d96-a2bf-6e011296940e_Group+1197.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Research and Data Analyst","spans":[]}],"category":"research-and-data","category1":{"id":"Yt7LRhIAAC0A0hbZ","type":"team_category","tags":[],"lang":"en-us","slug":"research-and-data","first_publication_date":"2022-07-25T16:56:46+0000","last_publication_date":"2022-07-25T16:56:46+0000","link_type":"Document","isBroken":false},"linkedin":[],"description":[{"type":"paragraph","text":"Aditi Arora is a Data Analyst working for Stonehaven full-time through a strategic partnership with Fundtec, a middle & back office service provider for Hedge Funds, Private Equity, Fintech & Intermediaries. Ms. Arora has experience working on financial and insurance products with wealth advisory firm. Notably she has also been a paper presenter in international conference on modern business landscapes. ","spans":[]},{"type":"paragraph","text":"Ms. Aditi Arora holds Bachelor of Engineering in Computer Science and Engineering from Chhatrapati Shivaji Institute of Technology, Durg. Ms. Arora also holds PGPM degree from ICFAI Business School (IBS), Bangalore.","spans":[]}]}},{"id":"Y_yqlxIAAC8ADyxt","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y_yqlxIAAC8ADyxt%22%29+%5D%5D","tags":[],"first_publication_date":"2023-02-27T13:09:16+0000","last_publication_date":"2023-03-01T16:03:08+0000","slugs":["subodh-gaikward"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Subodh Gaikward","spans":[]}],"photo":{"dimensions":{"width":476,"height":301},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/9e6bc979-b848-4710-8efd-0e68eb8c2468_Subhu+-+6.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Research and Data Analyst","spans":[]}],"category":"operations","category1":{"id":"Yt7LRhIAAC0A0hbZ","type":"team_category","tags":[],"lang":"en-us","slug":"research-and-data","first_publication_date":"2022-07-25T16:56:46+0000","last_publication_date":"2022-07-25T16:56:46+0000","link_type":"Document","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/subodh-gaikwad-1b0408230","spans":[]}],"description":[{"type":"paragraph","text":"Subodh Gaikwad is an associate working for Stonehaven full-time through a strategic partnership with Fundtec, a middle & back-office service provider for Hedge Funds, Private Equity, Fintech & Intermediaries.","spans":[]},{"type":"paragraph","text":"Mr. Gaikwad has experience working on data entry, research, and analysis.","spans":[]},{"type":"paragraph","text":"Mr. Gaikwad holds a Bachelor of Commerce degree in Finance from Pragati College, Raipur. Chhattisgarh.","spans":[]}]}},{"id":"ZJWoCxYAAC4AYf0F","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZW2qhhYAAC8ArIsf&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZJWoCxYAAC4AYf0F%22%29+%5D%5D","tags":[],"first_publication_date":"2023-06-23T14:19:05+0000","last_publication_date":"2023-06-23T14:28:05+0000","slugs":["amrita-pandey"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Amrita Pandey","spans":[]}],"photo":{"dimensions":{"width":1350,"height":619},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/2793f094-6ba2-402c-bc64-a40c3df1180c_Untitled+aaaa.png?auto=compress,format"},"tag":[{"type":"paragraph","text":" Associate, Operations","spans":[]}],"category":"operations","category1":{"id":"Yt7LJRIAAC4A0hYq","type":"team_category","tags":[],"lang":"en-us","slug":"operations","first_publication_date":"2022-07-25T16:56:08+0000","last_publication_date":"2022-07-25T16:56:08+0000","link_type":"Document","isBroken":false},"linkedin":[{"type":"paragraph","text":"linkedin.com\/in\/amrita-pandey-1a53b125b","spans":[]}],"description":[{"type":"paragraph","text":"Amrita Pandey is a full-time associate working for Stonehaven through a strategic partnership with Fundtec, a middle & back-office service provider for Hedge Funds, Private Equity, Fintech & Intermediaries.","spans":[]},{"type":"paragraph","text":"Ms. Pandey brings with her over four years of professional experience in the telecommunication sector, specializing in customer relations and back-office operations.","spans":[]},{"type":"paragraph","text":"Ms. Pandey holds a degree in Bachelor of Engineering from the Columbia Institute of Engineering and Technology, Raipur, Chhattisgarh.","spans":[]}]}}]

The NEXUS of Capital and Opportunity™

We've curated a synergistic ecosystem of specialists across all asset classes

We’re dedicated to our community values

Operational Excellence

Innovative & Intuitive Technology

Collaborative Community

We're a seasoned team of finance, technology, legal, compliance, accounting and operations professionals

We have a diverse community of Affiliate Partners

Learn more

The NEXUS of Capital
and Opportunity™

We've curated a synergistic ecosystem of
specialists across all asset classes

We’re
dedicated to
our community
values

We're a seasoned team of finance,
technology, legal, compliance, accounting
and operations professionals

We have a diverse community of
Affiliate Partners