Stonehaven functions as a robust platform for a diverse community of independently branded Affiliate Partner groups.
Mark Sanor | CEO and FounderMark Sanor is the CEO and Founder of 360 One Firm Capital, LLC. 360 One Firm Capital is a global platform by and for family offices, offering direct investing opportunities and partnerships with funds. The firm hosts roundtables and conferences in 40+ cities and 15+ countries where family offices interact and share ASKs. In parallel, 360 One Firm Capital forms strategic relationships with funds across asset classes to access or partner on deals, and helps them connect with family offices as potential limited partners. Prior to launching 360 One Firm Capital, Mr. Sanor partnered with a family office in co-founding Chiron Capital, a merchant bank focused primarily on PE investing with middle market funds, advisory to family offices, as well as operational roles in portfolio companies. The family office invested into MLV & Co. LLC, an independent full-service investment bank and institutional broker-dealer where Mr. Sanor became a Managing Director and Co-Head of Merchant Banking. Mr. Sanor began his career as a lawyer with Hahn Loeser in Cleveland, before moving into Corporate Finance at PriceWaterhouse, and becoming Partner at Arthur Anderson and later Ernst & Young in their Transaction Advisory Services group responsible for Russia and the CIS and oversight on other emerging markets. Mr. Sanor graduated from Denison University with a B.A. in Political Science and History. Mr. Sanor earned his J.D. from the University of Michigan Law School, with a semester at Leiden University in the Netherlands studying EU and Russian law. For his alma maters, Mr. Sanor founded networking platforms (Denison Connecting! and Michigan Connecting!) with over 5,000 alumni participating so far at interactive events around the world. Mr. Sanor currently holds the Series 7, 79 and 24 registrations with FINRA.
Managing Partner: Leslie Carranza
Strategy Focus: Hedge Funds, Private Equity, Real Estate
Geographic Coverage: United States, Canada, Europe
Leslie Carranza | Managing Partner
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. Prior to joining Ridgeway Capital in New York, Ms. Carranza served as an Executive Search Consultant conducting senior level assignments for a variety 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.
Ms. Carranza earned an M.B.A. from Columbia University and a B.E. in Civil Engineering, graduating magna cum laude, from Villanova University. Ms. Carranza currently holds the Series 7, 63 and 79 registrations with FINRA.
Jamil French | CEO and FounderJamil French is a capital introduction specialist and legal advisor. He is the Founder and Chief Executive Officer of ARCHE INVESTMENTS, an innovative capital introduction advisory firm. French is a Harvard-trained attorney in Miami with 20 years of Wall Street experience and holds Series 7 and 63 brokerage licenses on the Stonehaven brokerage platform. French is a Partner in the Private Funds Group of FisherBroyles, LLP, an AmLaw 200TM firm, and is admitted to practice law in Florida, New York and before the United States Supreme Court. Over the course of his legal career, French has developed relationships with large and small fund managers, family offices, blue chip companies, investment banks, lending and investing institutions. From each of his roles he has gained a deep understanding of the challenges facing the investment community and the ability to help business partners find effective solutions. French received an A.B., cum laude, from Princeton University and a J.D. from Harvard Law School where he served as a submissions editor for the Harvard International Law Journal. In 2018, Institutional Investor Magazine named French a “Hedge Fund Rising Star”–an elite list of young professionals making waves in the hedge fund industry. In 2015, the Minority Corporate Counsel Association named French a “Rising Star” recognizing his career excellence and commitment to social justice. French serves as Chairman of the Hedge Fund Association’s Family Office Committee and as a Global Director of Wembley Partners Global Holdings Inc. Mr. Jamil French currently holds the Series 7 and 63 registrations with FINRA.
Partners: Brian R. Gill, Samuel S. Glass, Corey J. Chisnell
Strategy Focus: Real Estate, Private Equity
Geographic Coverage: North America
Brian R. Gill | Partner
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.
He serves as 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 Masters degrees 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). Mr. Gill currently holds the Series 7, 24, 63 and 79 registrations with FINRA.
Samuel S. Glass |Partner
Samuel Glass is a co-founding Partner of Artis. Mr. Glass works primarily in sourcing and executing compelling real estate investment opportunities.
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).
Before joining FCP, Mr. Glass was an Investment Analyst with The World Bank’s Pension Investments Department, where he focused on limited partnership investments and co-investments with sponsors of private equity and real estate investment funds. Mr. Glass’ prior experience also includes two stints at JPMorgan Chase & Co. in investment banking and real estate principal investing, respectively.
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. Mr. Glass currently holds the Series 7 and 63 registrations with FINRA.
Corey J. Chisnell | Partner
Corey Chisnell is a Partner of Artis. Mr. Chisnell works primarily in sourcing and executing compelling real estate investment opportunities.
With over 20 years in the real estate and investment banking industries, Mr. Chisnell has completed transactions totaling over $30 billion in aggregate, spanning M&A, recapitalizations, equity private placements and offerings of public equity, preferred stock, public debt and bank debt.
Prior to joining Artis, Mr. Chisnell was engaged as a consultant with PRP, LLC and Ridge Property Trust, raising institutional private equity. From 2008 to 2013, Mr. Chisnell was a Director in the Real Estate Investment Banking Group of BMO Capital Markets, where he led transaction coverage of public REITs and private real estate companies. From 2005 to 2008, Mr. Chisnell was a Principal in the Real Estate Investment Banking Group at Stifel, Nicolaus & Company, where he was responsible for transaction execution of public offerings of equity and debt, M&A, and private placements. From 2000 to 2005, Mr. Chisnell was responsible for business origination and transaction execution as a Senior Vice President for Moag & Company, a boutique investment banking firm focused on the sports and media industries.
Mr. Chisnell received a BBA from the University of Wisconsin, majoring in Real Estate & Finance, and an MBA from the University of Chicago. Mr. Chisnell currently holds the Series 7 and 63 registrations with FINRA.
President: Anand Shahi, CFA, CFP
Strategy Focus: Real Estate, Private Equity
Geographic Coverage: United States, Europe, India, Israel
Anand Shahi, CFA, CFP | President
Anand Shahi is the President of BAR Capital, LLC. Mr. Shahi specializes in advisory and capital raising services for alternative investment opportunities. In particular, his firm focuses on private investments in Real Estate, Healthcare (including Cannabis), and Technology.Anand has almost 20 years of experience in both public and private investments, including as Senior Analyst at Atlas Capital Partners, a hedge fund, where he supervised a research team. Anand was also VP and Quantitative Risk Analyst at Morgan Stanley, where he developed and managed complex stress scenarios to detect and mitigate market risks for the firm. Anand has over a decade of personal experience investing in private companies in the United States and India. He is a Chartered Financial Analyst, holds a B.A. in Computer Science as well as Economics, and has a series 7 and 63 license with FINRA.
Charles Bronstein | Managing Director
Mr. Bronstein is an experienced financial services professional with a background in advising individuals and institutions on a broad range on investment matters including securities, alternative investments, and investment banking.Mr. Bronstein was a Director at Hightower Advisors working with high-net-worth clients. Prior to Hightower, he served as a Vice President and Private Banker at JP Morgan. Previously, Mr. Bronstein was a Principal at Owl Capital Partners where he oversaw M&A in consumer businesses. Prior to Owl Capital, Mr. Bronstein was a Senior Vice President of Corporate Development at GE Capital where he developed M&A transactions. Before joining GE, Mr. Bronstein was a Vice President in the Investment Banking Division of Goldman Sachs serving in the firm’s Financial Sponsors Group. Prior to Goldman Sachs, Mr. Bronstein was as an Equity Research Analyst at Morgan Stanley in the Industrials and Media sectors. Mr. Bronstein began his career as an Equity Research Analyst at JP Morgan Investment Management. Mr. Bronstein graduated in 1997 from the Wharton School of the University of Pennsylvania and has a series 7 and 63 license with FINRA.
Peter Bergen | Co-Founder and Managing PartnerPeter 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. Prior to forming BG Partners, Mr. Bergen served in various senior institutional business development, sales and relationship onboarding roles. Peter began 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. Mr. Bergen holds a B.A. from Roanoke College. Mr. Bergen currently holds the New York State Insurance licenses, as well as the Series 7 and 63 registrations with FINRA.
Thomas Gatto | Co-Founder and Managing PartnerTom 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. 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. 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. Mr. Gatto holds the series 3, 7, 24, and 63 registrations with FINRA.
Founder & Managing Partner: Francisco J. Sánchez
Strategy Focus: Hedge Funds, Private Equity, Direct Deals, Real Estate
Geographic Coverage: North America, Central America, South America, Europe, Asia
Francisco J. Sánchez | Managing Partner
Francisco J. Sánchez 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. Sánchez 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. Sánchez 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.
During the Clinton Administration, he served as the Assistant Secretary for Aviation and International Affairs at the U.S. Department of Transportation. Mr. Sánchez previously served in the White House as a Special Assistant to President Clinton and Chief of Staff to the Special Envoy to the Americas.
Mr. Sánchez 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. Sánchez served as a consultant to the President of Ecuador in negotiations that led to the resolution of a long-running border dispute with Peru.
Mr. Sánchez 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. Sánchez 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. Sánchez sits on the board of directors of Archer Daniels Midland.
He has been awarded the National Point of Light Award and the Governor’s 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. Sánchez obtained his B.A. and J.D. from Florida State University and a Master’s in Public Administration from the Kennedy School of Government at Harvard University.
Mr. Sánchez currently holds the Series 7 and 63 registrations with FINRA.
Managing Partners: Daniel Rummery, Tim Chamberlain
Strategy Focus: Hedge Funds, Private Equity, Real Estate
Geographic Coverage: United States, South America with a focus in Brazil, Canada, Europe, Middle East, Asia
Daniel Rummery | Partner & Co-Founder
Daniel Rummery is a Partner and Co-Founder of Brunel Partners. Prior to co-founding Brunel Partners, Daniel set up LatAm Capital Partners in Sao Paulo when he moved to Brazil in 2013.
Daniel also co-founded Ridgeway Capital LLC in 2007. Ridgeway Capital, headquartered in New York, is a leading global placement agent. Daniel started his capital raising activities at TARA Capital, a European hedge fund marketing firm, where he focused on global asset raising with a focus on bringing international investors to Brazil. He was successful in raising over USD $1bn for Brazilian Managers, both funds and transactions. Mr. Rummery began his career at JP Morgan.
Mr. Rummery earned a B.A. from Bournemouth University in the U.K. Mr. Rummery lives in Sao Paulo, Brazil. Mr. Rummery currently holds the Series 7, 63 and 79 registrations with FINRA.
Tim Chamberlain | Partner & Co-Founder
Mr. Chamberlain is a Partner and Co-Founder of Brunel Partners. Mr. Chamberlain has been based in Sao Paulo, Brazil since 2010 and since arriving in Brazil has been an investor and partner in an Agribusiness-focused finance firm, and later worked on the restructuring of a large Brazilian asset manager.
In late 2013, Mr. Chamberlain established his own firm, Cabrera & Company which was focused on capital raising within the alternative investment industry in Latin America. Mr. Chamberlain began his career with Euromoney Institutional Investor in Hong Kong in 2000, and later joined the hedge fund database company, Eurekahedge at its launch in Singapore in 2002. Mr. Chamberlain served in multiple roles at Eurekahedge and was instrumental in launching its capital raising business, Eureka Capital Partners, and opening their New York office in 2004.
Mr. Chamberlain received a B.Sc. from Oxford Brookes University in the UK. Currently, Mr. Chamberlain holds the Series 7 & 63 registrations with FINRA.
Oliver Tilleard | Senior Associate
Oliver Tilleard is a Senior Associate with Brunel Partners. Mr. Tilleard focuses his efforts on supporting the capital raising services provided by Brunel Partners.
Prior to joining Brunel Partners, Mr. Tilleard raised capital as a Senior Broker for a UK based, FCA regulated FX brokerage, City Credit Capital. Mr. Tilleard spent time in London and Sao Paulo in his role for City Credit Capital. Prior to City Credit Capital, Mr. Tilleard worked as an Associate Broker at Lumina International in Sao Paulo where he was the first ranked Associate Broker for each of the two years during which he worked at the firm. Prior to Lumina International, Mr. Tilleard served in several business development roles in the United Kingdom.
Mr. Tilleard holds the Series 7 & 63 registrations with FINRA. Mr. Tilleard currently lives in Sao Paulo, Brazil.
Nick Smale | Associate
Nick Smale is an Associate with Brunel Partners. Mr. Smale focuses his efforts on supporting the capital raising services provided by Brunel Partners.
Mr. Smale has been working in international capital raising since 2012 when he joined Matterhorn Investment Management, an emerging market equities hedge fund based in London. Mr. Smale was responsible for all areas of investor relations and capital raising with investors in North America, Europe and Australasia. Mr. Smale moved to Brazil in 2017 to head up investor relations at a Latin America long/short fund before joining Brunel. Prior to Matterhorn, Mr. Smale worked in European M&A Advisory with DC Advisory in London.
Mr. Smale graduated with a BSc in Economics and Geography from University College London. Mr Smale is based between Rio de Janeiro and Sao Paulo, Brazil. Mr. Smale currently holds the Series 63 registrations with FINRA.
Founder/CEO: Tyra Jeffries
Strategy Focus: Hedge Funds, Private Equity, Private Credit
Geographic Coverage: Asia, Europe, North America, South America, Australia
Tyra Jeffries | Founder/CEO
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. The company launched the world’s 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. 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. In earlier positions she 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. She 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’ Fund Fire, HedgeWeek, AlphaWeek, CityWire USA, AsiaHedge, Silicon Valley Bank and HFM Compliance. Tyra 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.
Michael Alexander | Managing DirectorMichael 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’s universe of handpicked clients. 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’s directives, Alpha Capital grew from $50m assets undermanagement to over a $1b within five years. Mr. Alexander’s 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. 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’s $500M hedge fund program where Mr. Alexander served on three-person investment team. Mr. Alexander earned a BS in Finance from Syracuse University, and then earned an MBA in Finance from Rensselaer Polytechnic Institute at Hartford, CT. Mr. Alexander currently holds the Series 7 & Series 63 registrations with FINRA .
Yuzhi Zheng | AnalystYuzhi joined CCA Global Capital Group in July 2021. Prior, she has been an enthusiastic entrepreneur that has held numerous positions within a series of start-ups, including a fashion-tech company focused on sustainability that was supported by The London School of Economics Generate Accelerator Programme (GAP). Previously, Ms. Zheng was a Summer Analyst within the Investment Banking Group of Tianfeng Securities based in Shanghai, China. During her time at university, she also was a summer intern at Roland Berger where she developed research strategies based around a Python module. Additionally, she has worked as a venture consultant in London focused on identifying market expansion opportunities, performed financial feasibility assessments, and has advised and implemented detailed financial planning and analysis protocols within newly formed companies. She received a Global Master’s in Management from The London School of Economics and Political Science and was a visiting MBA Scholar at The University of Chicago Booth School of Business. She has also attended Renmin University of China where she received her Bachelor of Arts in Economics. She is based in London and speaks Mandarin, English and French.
Joe Azzaro, CFA | Managing Partner and FounderJoe 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. 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 transactions 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. 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). Mr. Azzaro holds the Series 7, 63, 31, and 3 registrations with FINRA.
Dan Hubscher| Managing Partner and FounderDan Hubscher is the Founder and Managing Partner of Changing Alpha Strategies, LLC, souring and selling high quality private opportunities to qualified investors. 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. Mr. Hubscher’s 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. Previously, Mr. Hubscher was the Director of Marketing and Strategy at Object Trading. Mr. 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. Mr. Hubscher is currently pursuing his Series 7, 31, and 63 licenses registrations with FINRA.
Managing Partner & Founder: L. Eston Woodard III, CAIA
Strategy Focus: Hedge Funds, Private Equity, Real Estate, Direct Deals
Geographic Coverage: North America
L. Eston Woodard III, CAIA | Founder & Managing Partner
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.
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 fund, 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.
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.
As an IBM Partner, he engaged 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 IBM, Mr. Woodard was one of Oracle Corporation’s leading national business development executives for Retail SaaS applications.
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 currently holds the Series 7, 62, 63, and 65 registrations with FINRA, and has earned the designation of Chartered Alternative Investment Analyst (CAIA). Mr. Woodard is a former NCAA Division 1A springboard diver, Classic America’s Cup yacht racing sailor, and international adventurer. Mr. Woodard lives in Westport, CT and enjoys spending time with his girlfriend Loren and their dog, Pal.
Principal and Founder: Robert Cook
Strategy Focus: Hedge Funds, Private Equity, Private Credit, Real Estate, Direct Deals
Geographic Coverage: Europe, North America, Australia
Robert Cook | CEO
Robert Cook is the Founder and Chief Executive Officer of Cook Capital Group LLC. Mr. Cook spearheads Cook Capital Group’s capital raising efforts with a focus on international institutional investors.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’s 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’s office in Sydney, Australia. Mr. Cook graduated from the University of Richmond with a B.S. in Marketing/Finance and earned his Master’s Degree in Finance from the London Business School. Mr. Cook currently holds the Series 7 and 24 registrations with FINRA.
Sean Roh | Managing PartnerSean Roh is a Managing Partner with Cook Capital Group, LLC. Mr. Roh focuses his efforts on capital raising services for alternative investment opportunities. Prior to joining Cook Capital, Mr. Roh served as President and CEO of Mersenne50 Inc., where he advised overseas investors on various global fund management strategies. Prior to Mersenne50, Mr. Roh was a Managing Director and the head of the Global Hedge Fund Division at White Whale Group (“WWG”), a global asset management company in Seoul, Korea. Prior to WWG, he was a Senior Portfolio Manager at Verition Fund Management, LLC, a multi-strategy investment management firm based in Greenwich, CT, where he managed a proprietary investment strategies fund focusing on US equities and derivatives. He also served as a Managing Partner and a Lead Portfolio Manager at Heimdallr Capital Management, LLC, a global multi-strategy hedge fund based in NYC, where he developed various long/short investment strategies and built a global multi-strategies investment platform. Prior to Heimdallr, Sean was a Lead Portfolio Manager in the In-House Equity Management division at Korea Investment Corp (KIC), where he launched and managed a Global Developed Market Equity fund (USD 10bn), a Global Emerging Market Equity fund (USD 3bn), and a North America Active Multi Strategies fund (USD 5bn). Prior to KIC, he worked as a Senior Portfolio Manager at National Pension Service, and a Senior Research Analyst covering the Auto Parts/Industrials sectors at Shinhan Investment Corporation based in Seoul, Korea. Mr. Roh earned a B.B.A. degree in Business/Finance and a B.S. degree in Economics from the University of Wisconsin at Madison. Mr. Roh is also a Certified Financial Risk Manager (FRM) and a member of the Global Association of Risk Professionals (GARP). He currently holds the Series 7, 63 and 65 registrations with FINRA.
Amy Ericson | Founder & Managing PrincipalAmy 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. Ms. Ericson graduated from Emmanuel College (Boston, Massachusetts) magna cum laude with distinction in the field of Political Science. . Ms. Ericson volunteers for the Henry Street Settlement Good Companion Senior Center, located in lower Manhattan. Mrs. Ericson holds Series 7 and Series 63 securities licenses with FINRA.
Founder and Managing Partner: Jeffrey Seo
Strategy Focus: Hedge Funds, Private Equity, Real Estate, Direct Transactions
Geographic Coverage: North America, Asia
Jeffrey Seo | Founder and Partner
Jeff Seo is the Founder and Managing Partner of ELA Partners. Mr. Seo specializes in capital raising services for alternative investment opportunities selecting mandates opportunistically from the full spectrum of structures and strategies within the private offering realm.
Prior to ELA Partners, Mr. Seo was a Senior Vice President on the Asian Equity Sales desk for Macquarie Capital (USA) Inc in New York. Prior to Macquarie, Mr. Seo was a Director and Head of Equity Sales Trading for Standard Chartered Bank in New York. Prior to Standard Chartered Bank, Mr. Seo was a Managing Director for Piper Jaffray in New York where he was responsible for the build-out of the Asian Equity sales and trading business in the United States.
Prior to his role as Managing Director for Piper Jaffray, Mr. Seo served as Head of the U.S. Offices for Kim Eng Securities, USA where Mr. Seo managed a highly successful team of Equity sales and trading professionals. Prior to Kim Eng Securities, Mr. Seo served as a Senior Corporate Tax Consultant for Ernst & Young.
Mr. Seo earned his B.S. in Accounting and Investment Banking from the New York University. Mr. Seo holds the Series 7, 24, 55, & 63 registrations with FINRA.
Managing Director: Alan Fields, CFA, CAIA
Strategy Focus: Hedge Funds, Private Equity, Private Credit, Direct Deals
Geographic Coverage: North America
Alan Fields, CFA, CAIA | Managing Director
Alan Fields is the Managing Director at Engild Private Capital (“Engild”). 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. Prior to founding Engild, he 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).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). Mr Fields currently holds the Series 3, 7, and 63 registrations with FINRA.
Carlton Holmes | Managing DirectorCarlton Holmes is a Managing Director at Engild Private Capital who works closely with Engild’s founder and Managing Partner, Alan Fields, CFA, CAIA. Prior to Engild Private Capital, Mr. Holmes was a principal at TACK37 Consulting where he provided consulting services to consumer goods companies, specializing in marketing and sales. Prior to TACK37 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 Product Manager at Block Drug. Prior to Block Drug, Mr. Holmes served as a Product Manager for Johnson & Johnson. 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. Mr. Holmes currently holds the Series 7, and is pursuing the Series 63 registrations with FINRA.
Eli Johnson, CFA | Founder & Managing PartnerEli 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. 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’s performance objectives. 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. 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, a member of the CFA Institute and CFA Society Colorado and also holds the Series 7 & 63 registrations with FINRA.
Michael Fields | Managing PartnerMichael Fields is the Founder and Managing Partner of Global Strategic Finance, LLC a Denver-based advisory and investment banking firm focused on serving the global middle market. Global Strategic Finance focuses on buy/sell side advisory assignments, capital raising, strategic consulting, mergers and acquisitions and family office advisory. 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. 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. 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. 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. Mr. Fields has a BA degree from Hobart & Williams Smith Colleges and received his MBA in Finance & International Business from Fordham University’s Gabelli School of Business. Mr. Fields holds the FINRA Series 7 & 63 licenses.
Founder and Managing Partner: Edward den Dooven
Strategy Focus: Hedge Funds, Private Equity, Real Estate, Privat Credit, Venture Capital
Geographic Coverage: United States, Canada, Europe
Edward den Doovan | Founder and Managing Partner
Mr. Edward Den Dooven is the Founder and Managing Partner of Goodlight Capital Group, LLC. Mr. Den Dooven is a marketing executive with deep product knowledge focused on quant and systematic strategies with the alternative investment industry. During his 23-year career he has contributed to capital raises in excess of $7.5 billion USD for a variety of investment strategies. Mr. Den Dooven has a broad rolodex of investor profiles including pensions, foundations, endowments, banks, insurance companies, funds of funds, and family offices. Prior to founding Goodlight Capital Group, LLC, Mr. Den Dooven was the Managing Director at Warrington Asset Management, where he launched and raised assets to critical mass for a Liquid Alternative 40 ACT Fund as well as an UCITS Fund. He brough the firm’s AUM up by more than 50% in 13 months. He was also responsible for marketing and investor relations for the firm. Prior to Warrington Asset Management, Mr. Den Dooven was a Managing Director at Lynx Asset Management where he oversaw North American marketing and investor relations for a $6 billion Stockholm-based systematic macro hedge fund, that utilized traditional and machine learning models to trade 80 future markets across fixed income, FX, equity, and commodities. He personally raised just under $2 billion in assets from primarily pension plans, family offices, and hedge funds while at Lynx Asset Management. Prior to Lynx Asset Management, Mr. Den Dooven worked as a Principal for 2100 Xenon which focused on all investor types, from family offices to pension plans. He was also a Managing Member of Binnacle Capital Group where he designed investment strategy, marketed funds to new investors, and was responsible for building out institutional grade infrastructure. Mr. Den Dooven has strong experience in marketing and investor relations and has worked with Vision Investment Management, Vermillion Asset Management, Pergament Advisors, PRS Group, LJH Global Investments, Och Ziff Capital, and Congressman Robert Wexler. Mr. Den Dooven graduated from Florida Atlantic University with a B.S. in Political Science. Mr. Den Dooven currently holds the Series 3 and 30 registrations with FINRA.
Managing Principal: Asher Abraham
Strategy Focus: Private Equity, Real Estate, Venture Capital & Direct Deals
Geographic Coverage: North America, Israel
Asher Abraham | Managing Principal
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. 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’s 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 “most active VC firm in Israel” (per Pitchbook), where he led the firm’s 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. Mr. Abraham holds a Bachelors of Business Administration in Corporate Finance from Queens College in New York.
John Pagli Jr. | Founder, Managing Member, and CEOJohn 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. John 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. John 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’s 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. John 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. Mr. Pagli is currently pursuing the Series 7 and other registrations with FINRA.
Marisa Bryce | Principal and FounderMs. Marisa Bryce is the Founder and Managing Partner of Jack and Blue Capital, LLC. Ms. Bryce comes from a technology and film/tv background. Ms. Bryce is a serial entrepreneur who has founded several start-ups in various verticals including the Media, Payment Processing, Healthcare and Software industries. Prior to founding Jack and Blue Capital, Ms. Bryce founded Lightning Snow, LLC a film and TV finance and production company. Ms. Bryce has also co-founded CityXones a local news application ,and ConversePoint, a mobile/ software solution. Ms. Bryce was the COO, EVP Strategy & Product Management at Newport Avenue Group a boutique mobile software solution development company that served Fortune 100 and global telecome and technology companies, an where she worked as a product and business lead. Prior to entering technology, she was in business development at Tribune Company (Tribune Interactive), served as a Senior Analyst at Sara Lee Corporation (no Hillshire Brands), and worked in National Tax at EY as an R&D tax credit expert. Ms. Bryce is active philanthropically and is a member of the Women’s Board of the Joffrey Ballet. She is also the President of the Kellogg Alumni Club of Colorado. Ms. Bryce is a member of the prestigious Economic Club of Chicago. She is based in Chicago with a significant reach nationally, especially in Colorado, San Francisco, Los Angeles, Seattle and Washington DC metro area. Ms. Bryce has an MBA from Northwestern, JD from University of Virginia, and a BA from Wellesley College. Ms. Bryce is currently pursuing the Series 7 and 63 registrations with FINRA.
Stephen Bookbinder | Managing PartnerStephen Bookbinder is the Managing Partner and Founder of Kayak Kapital, LLC. Mr. Bookbinder specializes in capital raising, business development, and strategic consulting for emerging and growth companies in transformational businesses. In addition, he works with emerging managers who offer a unique value proposition. Spanning his career, Mr. Bookbinder has forged senior relationships in the global financial community. He leverages these relationships to the benefit of his clients. Prior to launching Kayak Kapital, Mr. Bookbinder was a Managing Director with Chatsworth Securities, an investment banking firm in Greenwich CT. With over 35 years’ experience in global financial markets, Mr. Bookbinder has held senior positions that included: Bloomberg Financial Markets, where he co-founded and lead Bloomberg Tradebook into the global leader in electronic trading. Mr. Bookbinder has held notable positions which includes: Investment Banker with Bear Stearns, Global Head of Sales with Cantor Fitzgerald and Principal with GreenCrest Capital, which was acquired by Knight Capital Markets. Mr. Bookbinder has been a senior consultant and advisor to many companies and has been a frequent speaker at financial industry events. Mr. Bookbinder works with his clients to expand their geographical footprint, build go-to markets strategies, and drive revenue growth. Mr. Bookbinder holds a Bachelor of Arts Degree from Baruch College and a Master of Science Degree in Finance from the Zicklin School. He currently holds a Series 7 and Series 63 registration with FINRA.
David Key | Managing PartnerDavid Key is the Founder and Managing Partner of Key & Company. Mr. Key has more than 25 years of experience working with producers, processors and suppliers to the food and agriculture industries. In addition to serving as an advisor to a number of companies, Mr. Key has been directly responsible for more than 300 exclusive engagements for a wide range of clients in the industry. These engagements have included mergers, acquisitions and divestitures as well as working with financial institutions to evaluate and reposition distressed companies. Prior to founding Key & Company, Mr. Key was CEO of BuyLogics, an Internet-based e-procurement systems supplier for food and agriculture companies based in Santa Clara, California. From 1994 to 2000, Mr. Key was a partner in the corporate finance group of Ernst & Young LLP. Mr. Key had responsibilities for directing the firm’s corporate finance activities for clients in the food, agribusiness and life science sectors. From 1985 to 1994, Mr. Key was an investment banker in New York advising clients in the agribusiness and life science industries. His primary emphasis was in seed, plant science and animal health. Mr. Key began his Wall Street career in 1982 when he joined the Farm Credit Banks Funding Corporation. This institution annually issued $100 billion of notes, bonds and specialized securities to investors on Wall Street to fund the operations of the Farm Credit System, the nation’s largest lender to agricultural producers and farm cooperatives. Mr. Key was a County Agricultural Agent from 1977 to 1981 working for the University of Vermont Extension Service. In 1984, Mr. Key obtained an M.S. degree from the Graduate Program in Agricultural Economics at Cornell University. Mr. Key also obtained his B.S. in Agronomy from the University of Vermont. Mr. Key has also served as an Adjunct Lecturer at New York University where he teaches a course on mergers and acquisitions. Mr. Key currently holds the Series 7, 24, 63 and 79 registrations with FINRA.
Scott Welsh | DirectorScott Welsh is a Director at Key & Company. Mr. Welsh has over 20 years of experience as an entrepreneur and advisor in the agribusiness industries, with a particular focus on AgTech. He has co-founded several AgTech companies based on early stage technology, including serving as founding President for Boragen LLC, a novel Ag-Chemical company that went from inception to a $10 million Series A round of financing in less than 2 years. Mr. Welsh provides technology commercialization, business development and financing strategy advisory services to clients across the agriculture value chain. Previously, Mr. Welsh was a Partner at a boutique project development and finance advisory group, Peconic LLC, in the biofuels industry. Prior to that, Mr. Welsh served as a Vice President at a regional agricultural consulting firm. Mr. Welsh attended Bowdoin College where he studied Biology and Environmental Studies. Mr. Welsh then went to obtain his BS in Agricultural Science from Penn State University. Mr. Welsh currently holds the Series 7 and 63 registrations with FINRA.
John Donovan | Founder & Managing DirectorJohn Donovan is the Founder & Managing Director of Madison Peak Capital Partners. Mr. Donovan has a track record 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’s focus areas include tech, fintech, biotech, AI, and blockchain. Prior to Madison Peak Capital Partners, Mr. Donovan was with Oakpoint. Prior 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. 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. Mr. Donovan graduated from Georgetown University with a BBA in Finance. Mr. Donovan currently holds the Series 7 and 63 registrations with FINRA.
Matthew Johan | Founding PrincipalMr. 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. 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. 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. Prior to RS Platou Markets, Mr. Johan was an Investment Banking Analyst and Associate at Jefferies & Co. where he worked on 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. 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 which typically are non-US domiciled. Mr. Johan received his BA from the University of California, Berkeley. Mr. Johan holds the Series 7, 24, 55, 63 and 79 registrations with FINRA. Mr. Johan lives in East Hampton, NY.
Austin Milliken | Founder and Managing PartnerAustin Milliken is Co-founder and Managing Member of MC Aureate. MC Aureate is San Francisco Bay based and provides early-stage cannabis, fintech, crypto, and entertainment companies advisory and capital raising services. Austin has 20 plus years of experience in trading, asset management, consulting, financial advisory and capital raising. Most recently he has been working as a HNW investment advisor and portfolio manager. Additionally, he provides fractional CFO services for early-stage companies in the San Francisco Bay Area. Austin 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. Austin studied Economics at Columbia University, is a certified FRM, and currently holds the Series 7,63,65 registrations with FINRA.
Chris Cummock| Managing DirectorMr. Chris Cummock, MScF is the Managing Director of MC Aureate. Prior to MC Aureate, Mr. Cummock was an Investment Advisor at Tamalpais Asset Management, LLC. Mr. Cummock was the Principal for the Family Office Wealth Management and Investments at Cummock Asset Management. Mr. Cummock was the Co-Founder, CCO, and Managing Director at Onsa (formerly TokenValut and Vaultbank). Prior to Onsa, Mr. Cummock was an Associate and Analyst and Investors Capital Partners focusing on relationships with counterparties which included all bulge banks for credit transactions, major brokerages for syndicate as well as day-trading operations to mitigate counterparty-risk for larger trades over $10M notional. Previously, Mr. Cummock served as a Senior Finance, Business & Data Analyst for Newbuilds at Royal Caribbean Cruises, Ltd. Mr. Cummock previously worked with ThyssenKrupp, Cross Keys Capital, LLC in the finance sector. Mr. Cummock was a Paralegal at Jerome Reisman PA and a Development Project Manager and Real Estate Broker at Holly Real Estate. Mr. Cummock has obtained his B.A in Global Business at the University of Southern California. He has also obtained a Master’s in Finance and an International Master’s in Business Administration from the Florida International University. Mr. Cummock is actively pursuing his SIE and other registrations with FINRA.
Joseph Weilgus, CPA | Managing PartnerJoseph 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. 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. 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. 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. 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. Mr. Weilgus currently holds the Series 7 and 63 licenses with FINRA.
Managing Partner: Lisa Steinberg
Strategy Focus: Hedge Funds, Private Equity
Geographic Coverage: United States, Canada, Europe
Lisa Steinberg | Founder & Managing Partner
Lisa Steinberg is the Managing Partner and Founder of Newlight Capital Group, LLC. Ms. Steinberg specializes in capital raising for alternative investment managers with a focus on ESG and impact strategies.
Prior to launching Newlight Capital Group, Ms. Steinberg was a Vice President in the Client Advisory Group of JANA Partners LLC for 6 years. While at JANA, Ms. Steinberg covered the full spectrum of institutional investors. Prior to JANA, Ms. Steinberg was an Associate within Platform Distribution at Goldman Sachs. While at Goldman Sachs, Ms. Steinberg marketed the GSAM hedge fund, private equity and long-only products. Prior to Goldman Sachs, Ms. Steinberg served as an Associate within the International Equity Derivative Sales division at Merrill Lynch where she marketed Merrill’s equity derivative capabilities. Ms. Steinberg began her career as an Analyst and International Equity Trader at Bear Stearns.
Ms. Steinberg earned a Bachelor of Science degree in Applied Economics and Management from Cornell University where she was a member of the Cornell Women’s Varsity Tennis Team. Ms. Steinberg earned her Master of Business Administration from the Leonard N. Stern School of Business at New York University where she was Co-President of the Stern Hedge Fund Association. She currently holds the Series 7 and 63 registrations with FINRA. Ms. Steinberg lives in New York with her husband and children.
Stonington Cox | CEO and FounderStonington 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. 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. Cadre also offers a managed portfolio service and a real estate secondaries market. 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. OpenDoor’s 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. 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. Accord’s business consists of M&A Advisory, structuring and capital raising, as well as principal investing and fund vehicle management. Prior to Accord, Mr. Cox was a principal within Private Capital Markets for Macquarie Group based in Hong Kong. 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 +). Mr. Cox also focused on multiple other assignments throughout India, China, Australia, and Japan. Prior to Macquarie Group, Mr. Cox was consultant with Boston Consulting Group. 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. Mr. Cox earned a B.S. with Honors in The Science of Foreign Service, Culture and Politics from Georgetown University. Mr. Cox earned an MBA from Columbia Business School with a concentration in Real Estate Finance. Mr. Cox also earned a Master’s degree in Finance, Investment Banking from INSEAD. Mr. Cox currently holds his Series 7, 24 and 63 registrations with FINRA.
Principal and Founder: Adam Kessner
Strategy Focus: Private Equity, Real Estate
Geographic Coverage: United States, Canada
Adam Kessner | Principal and Founder
Adam Kessner is the Principal and Founder of Paddington Stone Capital. Mr. Kessner leads Paddington Stone Capital’s 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.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. Mr. Kessner graduated from the University of Rhode Island with a B.S. in Finance. Mr. Kessner earned his Master’s Degree in Business from San Diego State University with a concentration in Entrepreneurship. Mr. Kessner currently holds the Series 7 and 63 registrations with FINRA. 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.
Andrew Kline | Founder & Managing DirectorAndrew 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. 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. 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’s 40 Under 40 list. Mr. Kline was also named to SportsBusiness Journal’s 2016 Power Players List in the Advisory category and Los Angeles Business Journal’s 2017 edition of The Money Book celebrating the most influential people in Los Angeles finance. 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’s 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. 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. Mr. Kline currently holds the Series 7 and 63 registrations with FINRA.
Sean Clemens | Senior Vice President & PrincipalSean Clemens is a Senior Vice President and Principal at Park Lane. Mr. Clemens joined Park Lane in 2009 and plays a principal role in the firm’s financial analysis, due diligence, document preparation, and research. He is an active participant on the firm’s 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. Mr. Clemens is a key contributor to Park Lane’s valuation practice and liaises with the firm’s broker dealer to manage compliance efforts. He has authored several SportsBusiness Journal articles and sports industry white papers on behalf of Park Lane. 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. Mr. Clemens currently holds the Series 7, 62, 63, and 79 registrations with FINRA.
Devon Kelley | Executive Vice PresidentA graduate of Yale University where he was a member of the men’s varsity lacrosse program, Devon spent five years in the music and entertainment industries, most notably at Momentum Worldwide and IMG Consulting, providing event production and sponsorship consulting services for clients such as Verizon, American Express, USAA, and the NFL. Devon then received his MBA in Finance with a specialization in Entertainment from the UCLA Anderson School of Management, after which he spent over 4 years in Macquarie Capital’s TMT (Technology, Media, Telecommunications) group, focusing on sports, music, and media advisory services.
Edwin E. Draughan | Investment Banking AssociateEdwin E. Draughan is an Investment Banking Associate at Park Lane. Edwin has been a member of Park Lane since 2018 and is actively involved across all of the firm’s services. Mr. Draughan’s responsibilities include reviewing prospective incoming deals, managing client and investor relations, conducting due diligence, and assisting in the preparation of our client’s 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. 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. 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. Mr Draughan currently holds the Series 63, 79 and 82 registrations with FINRA.
David Hartzell | Senior AnalystDavid 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. 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. Mr. Hartzell currently holds the Series 7 and 63 registrations with FINRA.
Bianca Medici | Controller, PrincipalBianca Medici is the Controller and a Principal at Park Lane. Ms. Medici serves as Park Lane’s 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. Prior to her role at Park Lane, Ms. Medici served as an accountant to Rogers Foam Corporation, Accounts Payable Clerk at Beacon, and accounting manager at ThinkBox Inc. Ms. Medici earned a B.A. in Mathematics from Wellesley College where she graduated with distinction. Ms. Medici also attended Harvard University and UCLA where she completed her accounting program.
Marc Rosenberg | Founder and Managing PartnerMarc 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 Marc has cultivated over decades. For the past 15 years, Marc 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. Marc 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. Prior to Bear Stearns, Marc also worked in similar capacities at Lehman Brothers, Inc. and Sutro & Co. Inc., as well as CIBC World Markets Corp. Marc 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, “Voice of Experience”, on how to hire a money manger. He has been a featured speaker and panelist at industry investment conferences including Institutional Investor, Opal, and IMN. Marc graduated magna cum laude from the University of Michigan, and received his Juris Doctorate from the New School of Law. Marc currently holds the Series 7 & Series 63 registrations with FINRA.
Mary Banchero | Managing PartnerMary 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. She received a Bachelor of Arts degree in philosophy from Princeton University, and graduated magna cum laude from Hastings College of the Law. Mary currently holds the Series 7 & 63 registrations with FINRA
Michael Faloon, CFA | Co-Founder, VP of Finance & OperationsMike Faloon is the Co-Founder and VP of Finance & Operations for Ready Network. Prior to Ready, Mr. Faloon was the Chief Strategy Officer at Neighborly, a San Francisco–based financial technology startup focused on financing and deploying fiber-optic broadband infrastructure in communities around the U.S. The company aimed to deliver critical fiber broadband infrastructure to communities, and opportunities to investors interested in closing the digital divide. Previous to their broadband endeavors, Neighborly facilitated municipal bond investments to finance community infrastructure, including schools, libraries, bike paths, and parks. Investors include Emerson Collective, 8VC and Ashton Kutcher’s Sound Ventures. Prior to Neighborly, Mr. Faloon was the Chief Operating Officer at Standish Mellon Asset Management. Standish manages $150 billion in fixed income assets on behalf of individuals, corporations, sovereign wealth funds, and foreign central banks. Mr. Wilson worked at Standish for nearly twenty years initially assuming a position as an Associate and Credit Analyst and working his way up through a position as a Portfolio Manager and then ultimately his C-level position as COO of the firm. Prior to Standish, Mr. Faloon worked as an Associate at Fidelity Investments. Mr. Faloon is also a former Director of the Green Bond Principles Executive Committee. He is a member of the Global Association of Risk Professionals and holds a Financial Risk Manager (FRM) certification. Mr. Faloon earned a B.S. in Finance from the University of Maine. Mr. Faloon also holds a Masters in Financial Engineering from Stevens Institute of Technology, and an MS in Finance from Northeastern University. Mr. Faloon is also Chartered Financial Analyst and holds the CFA® designation. Mr. Faloon is currently pursuing his Series 7 and 63 registrations with FINRA.
Jase Wilson | Co-Founder, VP of GrowthJase Wilson is the Co-Founder and VP of Growth for Ready Network. Mr. Wilson co-founded Ready to help smaller and mid-sized Internet Service Providers (ISPs) grow. Prior to Ready, Mr. Wilson founded Neighborly, a San Francisco–based financial technology startup focused on financing and deploying fiber-optic broadband infrastructure in communities around the U.S. A fast-growing, venture-backed company at the intersection of tech, finance, and public infrastructure, Neighborly delivers critical fiber broadband infrastructure to communities, and opportunities to investors who care about closing the digital divide. Prior to founding Neighborly, Mr. Wilson was Captain for Code for America Brigade KC, a national network of community organizers and technologists who put technology to work for the benefit of local communities. Prior to America Brigade KC, Mr. Wilson was CEO of Luminopolis, a firm committed to building municipal websites and civic apps. Prior to serving as CEO of Luminopolis, Mr. Wilson was a Member of the Mayors’ Google Bi-State Innovation Team which was established in 2011 by Kansas City, Missouri Mayor Sly James and Kansas City, Kansas Mayor Joe Reardon. Members of the team were charged with creating a playbook that identifies creative uses of the Google Ultra High-Speed Fiber (“Google Fiber”) infrastructure and how best to market the KC metro’s high-speed fiber connectivity in recruiting business, industry and institutional interests to the area. Prior to being a Member of the Mayors’ Google Bi-State Innovation Team, Mr. Wilson was a Residential Advisor and a Teaching Assistant at the Massachusetts Institute of Technology (MIT). Mr. Wilson earned a BA in Urban Planning and Design from the University of Missouri-Kansas City, as well as a Masters of City Design and Development from the Massachusetts Institute of Technology (MIT).Mr. Wilson is currently pursuing his Series 7 and 63 registrations with FINRA.
Carl Ports, CFA | CEO and FounderCarl Ports has over 25 years of experience in institutional investment management. Previously, he was head of business development and a product specialist at a biotech hedge fund, DAFNA Capital. Prior to this, he led due diligence across a variety of alternative investments at family offices and large institutions, including Alliance Bernstein, where was Managing Director, Alternative Investments. Earlier in his career, he worked in risk management at the University of California, and as an equity analyst at SSI Investment Management, a multi-strategy hedge fund. Carl is a CFA charter holder and has taken a variety of post-graduate investment courses at Columbia Business School and Harvard Business School. Mr. Ports currently holds the Series 7 & 63 registrations with FINRA.
Michael Hidary | Founder and Managing PartnerMichael has 20 years of sales and management experience serving large commercial customers. Michael has managed the buildout of CRM enterprise cloud-based applications. Michael also has deep technical expertise on a broad range of platforms including data center energy management, commercial solar, LED, EV charging, battery storage, waste to energy, building management systems (BMS), demand response, building and utility bill auditing, Energy Star benchmarking, cellulose insulation, geothermal, wind and other solutions for commercial buildings and modular structures. Michael is the investment manager for the Hidary Family Office and Foundation tasked with creating deal flow, analyzing prospective investments and managing the portfolio with an emphasis on impact and meaning. Mr. Hidary also has a solid background in real estate and is a limited partner to Hidrock Properties. Hidrock develops and owns Marriott and Hilton hotels as well as office buildings, shopping centers, and condominium projects Michael studied entrepreneurship at Babson College and studied abroad at Bar-Ilan University. Michael lives in Brooklyn and Caesarea with his wife, Sarah, and their children David, Aimee, Joshua and Chloe. Mr. Hidary is currently studying for the SIE, S7TO, and S63 exam registrations with FINRA.
Sean Donohue, CAIA | Founder & Managing MemberMr. 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. 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. 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. 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. Mr. Donohue currently holds the Series 7 and 63 registrations with FINRA.
Jason Sander | Founding Principal
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 opportunities. 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. Mr. Sander was previously VP, Capital Raising for Thor Equities, where he sourced the single largest equity capital commitment in Thor’s history, and worked on sourcing all of Thor’s direct deal equity capital in the U.S., Europe and Mexico.
Prior to Thor Equities, Mr. Sander was a Principal at Mercury Capital Advisors, the former Merrill Lynch Private Funds Group. 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.
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). Mr. Sander was the top producing real estate underwriter during his 4 years at Emigrant Bank. 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.
Mr. Sander earned a Master’s Degree in Public Policy from Columbia University’s School of International and Public Affairs (SIPA). Additionally, Mr. Sander completed his advanced real estate studies at Columbia Business School, where he remains active in the alumni community. Mr. Sander also holds a B.A. in Political Science from Tufts University where he received the John S. Gibson International Relations Award. Currently, Mr. Sander holds the Series 7 & 63 registrations with FINRA.
CEO & Founder: Bill Weston
Strategy Focus: Private Equity, Hedge Funds
Geographic Coverage: United States, Canada
Bill Weston | CEO & Founder
Bill Weston is the CEO & Founder of Sláine Capital LLC. Mr. Weston focuses his efforts on capital raising activities for alternative investment managers with niche and non-correlated strategies.
Prior to forming Sláine 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.
Mr. Weston graduated from Hiram College with a B.A.in Political Science. Mr. Weston earned his Master’s 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 he currently holds the Series 7 and 66 registrations with FINRA. Mr. Weston is also an Ironman Athlete and avid cyclist and triathlete. Mr. Weston lives with his wife and son in Cleveland, Ohio.
Saskia Ventujol | Managing Partner and Founder
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.
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’s macro hedge fund in New York City and later joined Pete Briger’s 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.
Before Fortress, Ms. Ventujol worked as a hedge fund research analyst within HSBC’s alternative investments group in New York, where she conducted in-depth due diligence on hedge fund investments and negotiated capacity for HSBC’s $38bn hedge fund business. Prior to moving to New York, Ms. Ventujol started her HSBC career at the firm’s London and Hong Kong offices.
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.
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.
Ms. Ventujol currently holds the Series 7 and 63 registrations with FINRA.
Erin Summe | Founder & Managing PartnerErin Summe is the Founder & Managing Partner at Thandeka Capital Partners. Thandeka Capital Partners is a platform that identifies, partners with, and raises capital for socially and environmentally sustainable investment funds around the world. Thandeka Capital Partners was launched in 2020 as a natural extension of another company that Erin founded, Thandeka Travel, which is an Africa-based company that connects impact investors directly with local organizations addressing clean energy, healthcare, and education. Through intimate immersions, Thandeka aims to create relationships and dialogues that will allow funders to better understand the needs of a community and what kind of solutions will work within a unique context. Erin previously spent 5 years at Morgan Stanley as a trader in Equity Derivatives and 3 years in the Cape Town area of South Africa working with a non-profit in HIV prevention. Erin earned a BA in Economics from Georgetown University, and an MBA in Finance from London Business School. She currently holds her Series 7 & 63 licenses with FINRA.
Charles Schwartz III | Founder & Managing Partner
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.
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.
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. Mr. Schwartz currently holds the Series 3, 7, 63 and 79 registrations with FINRA.
Rana Prasad, CAIA | Founder & President
Rana Prasad is 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 $1 billion in assets during his career.
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.
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 charterholder, and is 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, Mr. Prasad holds the Series 7, 24, 55, 63, and 79 registrations with FINRA.
Ben Harris | Founder and CEOBen has an established track record 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. Prior to CRG, Ben 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’s 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. Ben holds a Bachelor of Business Administration in Real Estate and Urban Land Economics from the University of Wisconsin-Madison. He 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. Ben Harris is currently pursuing his Series 7 and Series 63 registrations with FINRA.
Jeff Radov | Founder and PresidentMr. Radov is an entrepreneur and businessman with 45years of experience in media, communications ,and financial endeavors. Mr. Radov is the President of Walworth Group, Inc. which provides consulting and advisory services to hedge funds, private equity funds, media, entertainment and Internet companies, financial services firms, and early-stage ventures. Walworth Group raises capital and advises on mergers and acquisitions. As an entrepreneur, Mr. Radov has raised money from private investors, from venture capital funds, private equity funds and public investors. As a fund manager and advisor, Mr. Radov has raised capital from high-net-worth individuals, from institutional investors and through 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 Sev in Rosen Funds. 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 6thbusiest 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. Mr. Radov previously was a Director at Prodigy Systems Company, a joint venture of IBM and Sears. Mr. Radov was a principal in the management of series of public limited partnerships that invested over $800 million in the production of and in the 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’s 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. 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. Mr. Radov currently holds the Series 63 and 82 registrations with FINRA.
Jesse Schraft, CAIA | Founder and Managing MemberJesse Schraft founded Willet Irving, LLC in 2012 to identify alternative investment opportunities on behalf of institutional and family office investment professionals. Mr. Schraft’s primary capacity at Willet Irving is dedicated to originating and introducing quality alternative investment strategies to qualified investors through an approach focused on strategic asset allocation and cross-asset portfolio positioning. Mr. Schraft’s dedicated service to Willet Irving’s clients offers nearly two decades of professional investment experience in the asset management and investment banking arenas. Mr. Schraft acquired a unique background in multi-asset coverage working for global banks such as Morgan Stanley, BBVA, Macquarie and Lehman Brothers serving capacities in investment analysis, risk management and structuring of optimized portfolio solutions for clients in the private banking, institutional asset management, fortune 500 and project finance sectors. Mr. Schraft maintains a strong reputation amongst the global investment industry as a professional who goes to great lengths to assure his clients’ best interests are always upheld. Willet Irving Alternative Investment Advisors is independently owned and is dedicated to delivery of best-in-class investment solutions through an open architecture platform of portfolio solutions and advisory services. Mr. Schraft received a Bachelor of Science degree in accounting from Penn State University’s Smeal College of Business. He is a Chartered Alternative Investment Analyst (CAIA™) and holds the Series 7, and Series 63 registrations with FINRA.
Jared Weinryt | Managing PartnerJared Weinryt is a Managing Partner of Willet Irving, LLC. A native of Los Angeles, CA, Jared Weinryt has 14 years of experience as an investment banker and a trader. Through his time at Morgan Stanley, Kiley Partners & Bristol Investment Group, Mr. Weinryt has directly facilitated > $1B in transactions. Mr. Weinryt earned his Bachelor’s of Science from the University of San Francisco, where he also played Division I Soccer. Mr. Weinryt holds the Series 7, Series 63 and SIE licenses with FINRA. He currently lives in New York with his wife and 3 children.
Frequently Asked Questions
What is an Affiliate Partner?
What are the advantages of raising capital on a third party basis over working in-house at an asset management organization?
Why join a broker dealer as opposed to starting a new broker dealer?
What are the potential advantages of joining Stonehaven’s Affiliate Platform over a non-strategic broker dealer relationship?
How are Affiliate Partners branded in the marketplace?
What are some of the regulatory requirements to operating as an Affiliate Partner?
What is the approval process for opportunities sourced by an Affiliate Partner?
What role does Stonehaven play in helping structure and negotiate referral agreements with managers sourced by Affiliate Partners?
What payout does an Affiliate Partner receive for producing revenue?
- An Affiliate Partner selling a mandate that they have sourced commands the highest payout percentage.
- An Affiliate Partner selling a mandate sourced by Stonehaven provides a compelling payout by industry standards.
- Two Affiliate Partners cross-market a product where Stonehaven has a fixed percentage and the Affiliate Partners have the flexibility to negotiate their respective economics.