Aaron Kwon is a Managing Partner at Handmade Capital where he focuses on identifying, evaluating and executing investment opportunities across a variety of asset classes. Previously, Aaron was a Managing Director at Peak Street Management, a single-family office. Prior to that, Aaron was an investor at Marlin Equity, a leading global private equity firm focused on software and technology with $8.5 billion under management. Prior to Marlin Equity, Aaron worked at various private equity and M&A firms including Wedbush Capital and Harris Williams.
Allen Kim is the Director, Investment Strategy Group at Bel Air Investment Advisors and is a voting member of the Investment Committee. He oversees the investment manager platform at Bel Air and provides asset class research. Allen’s responsibilities also include setting manager research guidelines and providing advisor education and research communications. Allen has over two decades of experience in the investment management industry. Before joining Bel Air in 2022, Allen was Director of Manager Research and Investment Solutions and a member of the Investment Committee at Kayne Anderson Rudnick, where he oversaw the investment platform for the Wealth Advisory division. He has also worked in numerous roles at Savos Investments (formerly Genworth Financial Asset Management) and Cetera Financial Group (formerly ING). Allen earned a Bachelor of Business Administration from The George Washington University and an MBA from Carnegie Mellon University. He is a CFA charterholder and chairs the Alternative Investments Advisory Council of the CFA Society of Los Angeles. He and his wife reside in the Los Angeles area and volunteer with The Dystrophic Epidermolysis Bullosa Research Association of America.
Allen brings 20+ years of experience in economic development and venture capital with a focus on emerging markets to his leadership roles at Endeavor, a mission-driven organization focused on supporting high-growth companies in emerging and underserved markets. As the Managing Partner of Endeavor Catalyst, Allen leads Endeavor’s innovative co-investment fund that has been recognized as one of the most active global venture investors in markets like Latin America and the Middle East. Since launching in 2012, Endeavor Catalyst has raised over $500M+ across four funds and made 300+ investments in 30+ different countries, including more than 50 companies now valued at $1B+. Allen is a frequent guest lecturer at the Stanford Graduate School of Business and serves on the boards of several entrepreneurship and venture capital-focused organizations, including Kauffman Fellows (Class 16), Alter Global, STV (Saudi Arabia) and Scale-Up Ventures (Brazil). A graduate of Princeton University, he lives with his wife and two children in Northern California.
Andy Webb joined FSA Investment Group in 2022 as a partner and Chief Investment Officer. In this role, Mr. Webb oversees the Investment Group’s overall investment and portfolio design, implementation, and asset allocation processes. Prior to joining FSA Investment Group, Andy served as a director at Highland Associates for more than 8 years. He proactively provided investment recommendations and investment program development for hospital operating assets, long-term investment pools, foundations, and pensions. While at Highland, Andy advised on over $14 billion of investment assets and was a member of the firm’s Investment Committee. Andy is a frequent speaker at investor conferences and recently was a speaker at NAFOA Annual Conference and the Florida Private Wealth Forum. Andy has contributed articles to CNBC and Seeking Alpha on topics ranging from capital markets to financial literacy. He is a former President and Board Member of the CFA Society of Alabama. Mr. Webb is actively involved in Pensacola Young Professionals Mentorship program. He received his Bachelor of Science and his Master of Accountancy from the University of Alabama. Andy is a CFA charterholder and was previously a Certified Public Accountant (CPA).
Managing Partner at Al-Dar Holdings Ltd, a Dubai based single family office, focused on investing in various asset classes.
Asher Siddiqui is a San Francisco Bay Area–based investor with a global career spanning 25+ years across venture capital, M&A, and entrepreneurship. He has made 100+ venture investments, closed over $15B in M&A transactions, raised hundreds of millions in LP commitments, and mentored and trained hundreds of emerging VCs worldwide. Asher has helped build leading VC firms across the U.S., MENA, South Asia, and India.
Austin Walters is the Founder and Managing Partner of SpringTide Ventures, a VC firm dedicated to funding early stage companies with the potential to elevate health globally. Prior to founding SpringTide, Austin founded or operated multiple ventures across the healthcare, technology, and consumer sectors, including Edilytics, EchoNous, Friendemic, and Whim. Austin began angel investing in 2010, identifying and supporting disruptive companies at their earliest stages, leading to the formation of the Walters family office. His investment philosophy is rooted in the principles of disruptive innovation theory, a framework he studied firsthand as both a student and management consultant for Clay Christensen, the renowned Harvard Business School professor and architect of the theory.
Ben is a Vice President at Cameron Holdings. His role involves evaluating investment opportunities for Cameron portfolio companies and finding alternative investment opportunities with Cameron capital. Previously, Ben worked in strategic optimization and M&A for manufacturers and co-packers based in the mid-west. Ben's experience includes working for a Cameron portfolio company in Chicago and Milwaukee. He received an MBA from Pepperdine University and a B.A. from Duke University.
Ebetuel (Beto) Pallares was born in Cd. Juarez, Chihuahua, Mexico, and raised in El Paso, TX. He began his career as a management consultant focused primarily on the telecom industry. He’s also been a start-up entrepreneur, a telecom executive, a restaurateur, a nonprofit director, a venture capitalist, and a professor. Beto’s investment expertise is in seed and early-stage venture investments and venture fund creation. He advises a family office on fund commitments and direct investments into private operating companies and is the general partner/fund manager of an early-stage vc fund. Beto enjoys being involved in entrepreneurial transformation, particularly in the Borderplex region, where he incorporates best-in-class mentorship, tech tools, and resources for start-up founders and aspiring investors. He taught entrepreneurship and strategic management at New Mexico State University and held the Bill and Sharron Sheriff Endowed Chair in Entrepreneurship (2018 to 2023). Beto is a Kauffman Fellow and a Presidio Fellow and, over the years, has served on the board of over two dozen private companies. He also served on the board of Exagen, Inc. (NASDAQ: XGN) from 2019 to 2024. Beto holds a Ph.D. in International Business Strategy from the University of Texas at El Paso and an MBA. He received a B.A. in economics from Brandeis University. Beto frequently lectures internationally on topics ranging from tech ecosystem development and start-up mentorship. In his free time, Beto fantasizes about playing percussion with a touring salsa band and writing poetry in a dimly lit tavern. He is the proud father of three very awesome girls.
Brandon Averill is the CEO and co-founder of AWM Capital, a prominent multi-family office specializing in financial services for athlete families.
Founder of Crescendo Capital Partners, an old economy buyout firm which functions as the PE deployment arm of Turner's F/O.
Cara is a Sr. Investment Manager at McArron Partners, LP, a single family office based in Austin, Texas. For the past six years, she has overseen the firm’s diversified investment portfolio, with a focus on long-term value creation across both public and private markets. Before joining McArron Partners, Cara worked at a private equity advisory firm in Richmond, Virginia. She began her career at GE Capital and later spent several years in investment banking. Cara holds an MBA from Duke University and a BBA from Texas A&M University. In her free time, Cara enjoys life with her husband and staying active with the sports activities of their three young boys.
Carlos A. Dominguez is Co-Founder, President and Chief Investment Officer of Element Pointe Family Office, a multi-family office and investment advisory firm serving high-net-worth families and family offices throughout the U.S. Carlos is responsible for guiding the firm’s overall investment strategy and asset allocation models, as well as the selection and management of individual U.S. equity securities. Prior to co-founding Element Pointe in 2016, Carlos held the position of Vice President at J.P. Morgan Private Bank, directing a team of investment management and lending professionals in advising high-net-worth clients throughout the U.S. Prior to J.P. Morgan, Carlos served for nine years as a portfolio manager at Alpine Capital Partners, LLC, an opportunistic, long-short equity hedge fund manager primarily focused on mid and large cap U.S. equities. In this role, he was responsible for all aspects of the investment process including securities selection, portfolio construction, trade execution, and risk management. Carlos started his career on Wall Street in 1994 at Orbit II Partners, a derivatives market-making firm, where he spent six years as Portfolio Manager. From 1997 – 2000, he took on the additional role of Director of San Francisco Trading Operations where he recruited, trained, and managed the most successful market-making team at the firm. Carlos received his MBA from the Stanford Graduate School of Business in 2002 and holds a B.A. in Economics from Duke University. A Miami native, Carlos is passionate about serving his community. He is a member of the Orange Bowl Committee and also sits on the Ransom Everglades School Alumni Board. Carlos previously served on the board of City Year Miami, an educational non-profit. Carlos is an avid sports fan and resides in Coconut Grove with his wife, Melissa, and their three daughters.
Chad LaFauci is vice president, alternative investments, with Commonwealth’s Investment Management and Research team. With the firm since 2000, he is currently responsible for the analysis, approval, and ongoing monitoring of all alternative investment products (e.g., private equity, private credit, hedge funds, real estate, infrastructure, and commodities). In addition, he trains and educates our advisors through print and web-based media. Chad graduated from Bates College with a degree in economics, is a CFA® charterholder, and holds the CAIA designation and FINRA Series 7, 24, 63, and 65 securities registrations.
As the oldest of eight children, Chris started his first business at fourteen and has been financially self-sufficient from that day on. Chris served in the US Army to provide money for college and attain leadership and strategic execution skills from the world’s most elite operators. He won the highly prestigious Special Operations Soldier of the Year award in 1996 and worked as an analyst at Merrill Lynch to begin his post-military career. Chris cofounded Virtus Financial Group (now Virtus Real Estate a $4B private equity fund) and served as managing director of the private equity unit. Chris sold his interests in 2006 and cofounded EZ Money Pawn bringing technology and ecommerce to the secured lending and pawn business. There after he cofounded Sneaky Games and was also their lead investor taking that to a successful exit via an Initial Public Offering. He is an active angel investor and mentor to other entrepreneurs and was a founding member of the Central Texas Angel Network and on their board for the first two years. Chris is currently a Co-Founder of ATX Venture Partners based in Austin, Texas. ATX is a premier early-stage venture fund and co-invest platform servicing the Central US. ATX has over $600 million in assets under management with two consecutive top quartile funds. Known as a numbers-based operator Chris is a sought-after director and advisor in the technology and venture industries, currently serving on the boards of: Protopia, Slingshot Aerospace, Pensa Systems, Nok Recommerce, Gembah, AtomicFi, MacroFab and GoCo. Chris earned his B.A. at in Business Administration & Economics from Campbell University and his M.B.A. from the University of Texas/Acton School of Business. He was the first alumni to start an endowment for the Acton MBA to afford other deserving entrepreneurs the opportunity to change the world. Chris is on the board of the Boys & Girls Club and helps drive their STEM efforts for underprivileged children in Central Texas. He and his wife Myrna along with their two children reside between Austin, Texas and Crested Butte, CO. When not assisting investors and entrepreneurs he can be found fishing, snowboarding, mountain biking, or taking in some live music. His hobbies include collecting coins (numismatics) and collecting North American rare minerals and gems.
Clark Cheng, CFA, FRM, CAIA joined Merrimac in 2014 and is the Chief Executive Officer and Chief Investment Officer. Merrimac is a large single family office with investments in hedge funds, private equity, venture capital and real estate. Prior to Merrimac, he was responsible for leading the alternative investment team in the Americas for HSBC’s Alternative Investment Group which had $60B in assets at its peak. Before joining HSBC, he performed hedge fund research at Guggenheim Partners and Morgan Stanley between 2002 and 2005. Prior to that, he spent six years building and establishing West Coast Economics. Mr. Cheng holds the Chartered Financial Analyst, Financial Risk Manager and Chartered Alternative Investment Analyst designations. He holds a Masters Degree in Business Administration from Duke University and a Bachelors of Arts Degree in Business/Economics and Psychology from UCLA. He has also completed his coursework towards his Masters Degree in Psychology from California State University, Los Angeles.
Managing Partner Family Office. Chief Investment Officer. Venture capital investor. Alaska, Hawaii, Manhattan Beach, mountains, travel, family, friends, fitness, compound investing.
Cole is a seasoned portfolio analyst with extensive experience in wealth management, investment analysis, and financial modeling. At Americana Partners, he supports the asset allocation process for all clients and is responsible for monitoring new and existing investment opportunities. His broad experience in investment strategy, risk analysis, and market research enables him to identify and tailor investment solutions to meet clients’ needs. Cole began his career at Bel Air Investment Advisors, where he built a strong foundation in portfolio analytics and investment strategy execution for ultra-high-net-worth clients. Later at Bel Air, he worked on the municipal bond desk, managing separately managed accounts covering $3.6 billion in AUM. His background also includes roles in performance analytics and business development at Capital Group, where he leveraged financial insights to drive revenue growth. Cole has further expertise in asset allocation, cash management, and investment strategy execution, with a proven track record of optimizing portfolio analytics and operational efficiencies. In his free time, Cole enjoys live music, beach volleyball, and spending time with friends and family.
Conor currently serves as Principal of his family office, Altonwood Park, and CFO of Aiera, a venture backed software company that delivers AI-driven tooling to institutional investment firms. Conor helped found Aiera in 2018 and has grown the business to now serve over 150 enterprise customers across institutional asset managers, investment banks, and corporates. Prior to starting Aiera, Conor covered large cap technology companies at both Evercore ISI and Wells Fargo as an equity research analyst. Conor holds a Bachelor of Science in Economics from Duke University, serves on the board of the Waterside School in Stamford, CT, and is a competitive amateur golfer. Conor currently lives in San Diego, CA with his wife, Ellie.
Dave has over 25 years of experience in venture capital, tech, and financial services. In 2021, he founded Red Shepherd Ventures, an early-stage venture fund with an emphasis on leveraging his go-to-market background and network to help build, grow, and scale the Red Shepherd portfolio companies. He also serves on multiple advisory boards and has a long history of successful angel and venture investing, including Zingbox (purchased by Palo Alto Networks), Cyabra (filed to list on the Nasdaq), NextAge (purchased by Alcatel), and many other early-stage startups. As the Vice President of Worldwide Sales at Zingbox, Dave built the strategy and team that led to 10x growth in 18 months, ultimately resulting in a purchase by Palo Alto Networks. Earlier in his career, Dave ran sales and revenue teams for NetApp and Oracle, focused on the financial services vertical. Dave’s diverse background in operating, building, advising, investing, and founding early-stage companies gives him a unique perspective on venture investing. He believes that the venture system is the true, innovative heart and soul of our economy.
David Levine is President and CEO of Presidio Mortgage Holdings, LLC, an entrepreneurial real estate platform headquartered in San Francisco and focused on renovating and building multifamily communities and providing capital to real estate professionals. David has over 25 years experience in the mutifamily finance industry. His career began at Fannie Mae in their Housing Policy Group, and from there, he moved to New York where he worked in the Fixed Income Group at UBS Securities and then Prudential Securities. In 1995, David moved to San Francisco to help launch ARCS Commercial Mortgage which grew to be the nations’s largest apartment house lender and was sold to PNC bank in 2007. He remained with PNC thru 2010. In 2009, David became Chair of The Contemporary Jewish Museum (CJM) in San Francisco and remained Chair through 2013. Between 2011 and 2013, the museum was without an Executive Director, so he assumed the role of Interim ED until a successor was found. David has two children and serves as a Trustee for Hebrew Free Loan, Skidmore College, Mercy Housing California. He also serves as Executive Director of a private family foundation. David enjoys tennis, running, and adventurous eating.
David Wilkens is the head of Sampson’s Island Capital, a single-family office, where he has led strategy and investments since 2008. Prior to that David was a high school math teacher, ski patroller, outdoor leader, farmer and published biomedical researcher. David holds a B.A. Chemistry from Colby College, B.S. Mathematics from Boston University and M.S. Applied Mathematics from the University of Colorado, Boulder. He lives on an artisanal goat cheese farm in Stowe, VT with his wife Molly, an award-winning cheesemaker and their two children.
Dune Thorne is a Partner at Brown Advisory where she serves on the Executive Committee and as the Chief Strategy Officer. Brown Advisory is an investment advisory firm that manages over $150B in assets for institutions and family offices across seventeen offices globally. Her work is focused on multi-generational planning for global family offices with a focus on sustainable and impact investing. In 2010 she founded Invest in Girls, a non-profit focused on financial literacy for under-represented high-school girls that works with over 6,000 girls across the country and is continuing to grow and expand through its combination with The Council for Economic Education. Dune has been honored with numerous awards, including the Top 50 Women Leaders of Massachusetts, EV Kids Youth Champion Award, World Economic Forum’ Young Global Leader, Advisor One’s Top 50 Women in Wealth, and Boston Business Journal’s Emerging Leader. A frequent speaker, radio and television interviewee, Dune authored her own TEDx talk, “Jump to the New S Curve: Unleash the Power of Inclusion” and been quoted in financial journals as well as The New York Times, Wall Street Journal and Forbes.com. Dune attended Harvard Business School where she received an MBA and was the recipient of a Summer Social Enterprise Fellowship in 2003. She holds a BA from Dartmouth College in Economics where she was captain of the nationally ranked Women’s Lacrosse team and received All-Ivy Academic Honors.
Elise Huang has been in VC industry for 30 years. She is the Managing Partner of Olive Technology Ventures ( previously Gopher Asset Management ) for 9 years. Prior to OTV, She was Partner at WestSummit Capital and Vertex / VC arm of Temasek.
Ellie is a Vice President at Cameron Holdings, a single family office focused on acquiring and operating US based middle-market companies serving a diverse range of end markets within the manufacturing, industrial service and value-added distribution sectors. She previously worked at a multi-family office headquartered in New York City, serving high net worth clients in non-traditional financial management. She advised clients daily on creating new business ventures, VC opportunities, wealth transfers, and philanthropy. She has headlined speaking engagements with audiences of over 300 people and she is frequently quoted in Forbes and Private Wealth Magazine as a subject expert on strategies to address multigenerational wealth transfer. Prior to 2017, Ellie was one of seven founding members of a boutique consulting firm. She graduated from Duke University.
Investing for family offices for over 30 years in broad asset classes and funds. Launching a new firm in 2025 to focus on brain related investments.
Istcapital is a family office based investment company that invests directly to early stage startups, VC and PE funds and makes co-investments with these funds.
Gerry Flintoft possesses 30 plus years of experience as an alternative investments and private equity portfolio manager and consultant. Previously a Director, Alternative Investments with PineBridge Investments, he advised clients on portfolio design and construction that included developed and emerging market private equity, private credit, and hedge fund seeding. He previously served as an Investment Officer, Alternative Investments at Los Angeles County Employees Retirement Association (LACERA), a leading $75 billion US public pension fund. He earned an MBA from Columbia Business School and a BA in Economics from UCLA.
The Jaggi Family Office is a Tucson, AZ based Single Family Office established in 2011, to deploy and manage the wealth of G.S. Jaggi known simply as “Jaggi” and his family. The Jaggi Family Office invests in a variety of real estate through Iridius Capital and early-stage technology through Singularity Capital. Jaggi was the founder and CEO of one of the largest privately held mortgage banks in the United States. While acting in this role he began investing in private markets and building his portfolio of companies. Over the last 30 years, he has successfully exited several technology companies in addition to having over 50 exits in the real estate arena. Iridius Capital was founded in 2011 as the real estate arm of the family office. As the Chief Investment Officer, Jaggi has actively overseen the acquisition and development of over $3 billion across all major real estate sectors with a specific focus on build-to-rent (BTR) projects. Singularity Capital was founded as the venture arm of the family office created to provide investors access to early-stage technology companies that will power the future. As the Founder and Managing Partner, Jaggi has leveraged years of experience and a network of expertise to actively oversee multiple funds investing in over 60 companies in 2023 alone. In addition to his roles with Iridius and Singularity Capital, Jaggi serves on the board of NexMetro Communities and MOZAIQ. Jaggi is also a member of the Tiger 21 Family Office Group and supports a variety of charitable interests through the Jaggi Family Foundation.
Henrik is a Danish entrepreneur and the CEO of Companion IQ, an AI-driven platform revolutionizing emotional wellness and personalized care, starting with chronic pain and mental health support for Veterans. He is also Co-founder of Chat Nexus, an AI company helping celebrities and brands connect with their fans at scale through intelligent, personalized interactions. Based in San Francisco, Henrik previously founded Startup Experience, Inc., delivering entrepreneurship programs in 25+ countries. He lectures at top institutions including Stanford, Harvard, Cornell, Princeton, Dartmouth, UC Berkeley, and NYU, and has worked with global companies such as Intel, Twitter, LEGO, and Novo Nordisk to foster innovation and intrapreneurship.
James Hosman is a seasoned financial professional with extensive experience in commercial lending and a passion for fostering community growth. James serves as the Managing Partner for Prospecta Growth Partners, where they focus on business acquisitions and private equity primarily in Indian Country. Before Prospecta, James was Market President for Centennial Bank in Pensacola, overseeing regional operations and financing over $2 billion in projects across the Southeast. James formerly served as Vice President for Florida First Capital Finance Corporation and Chief Operating Officer for Martin Construction. Additionally, he is a partner in a technology company, Accountingfly.com. Beyond finance, James actively serves on multiple nonprofit boards and dedicates time to mentoring programs. His leadership and volunteer efforts have been recognized by the SBDC Network's "Lenders Hall of Fame" and Florida Trend Magazine's "Trendsetters: Today and Beyond." James holds a Bachelor of Arts in Marketing and an MBA from the University of West Florida, where he was inducted into the College of Business Hall of Fame in 2023.
Jason MacRae brings more than 20 years of expertise at the intersection of financial services, e-commerce, and data science. He was Chief Data Officer, Investment Research & Management at Capital Group (with over $2T AUM), where he led AI and software systems powering portfolio management. Previously, as Director of Research Science at Amazon, Jason oversaw the largest AI team in the Marketplace division, building production-scale ML solutions for complex prediction problems. Beyond his data-leadership roles, Jason has built and operated several businesses whose competitive advantage came from the application of data science to proprietary datasets. He served as General Manager of Amazon Lending—providing financing solutions for Amazon’s sellers and partners globally—and later ran SunPower Financial, a captive finance platform for residential solar. Both businesses delivered strong profitability with annualized growth above 30%. Earlier, Jason was Global Co-Head of Credit Solutions at Morgan Stanley, where he led strategic private credit and asset finance transactions across EMEA. Jason integrates deep analytical rigor with hands-on operational know-how. He co-founded Rohati Capital alongside Nick to help founders grow and scale with both financial and strategic support. A physics graduate from Harvard University, Jason integrates deep analytical rigor with hands-on operational know-how. He co-founded Rohati Capital with Nick to help founders grow and scale with financing, technical, and strategic support.
Jeffrey J. Meyers, Jr. (Jeff) serves as Director of Private Markets, leading the firm’s efforts in sourcing, evaluating, and securing access to top-tier private market investment opportunities. In this role, Jeff focuses on identifying best-in-class managers across private equity, venture capital, private credit, and real assets, ensuring that clients benefit from superior investment opportunities tailored to their unique needs. He conducts in-depth due diligence, negotiates fund terms, and provides comprehensive analysis of private market trends to support informed decision-making. Jeff earned his bachelor’s degree in Financial Management from Hillsdale College and is a CFA® Charterholder. His prior experience includes roles in portfolio management, private equity, and investment research. Outside of work, Jeff enjoys spending time with his wife, daughter, and son. He also serves on the Development Board for Cardinal Glennon Children’s Hospital.
Jeffery Sun leads the Technology and Innovation Portfolio at OPTrust, overseeing investments across a diverse range of strategies, including liquid technology investments and venture capital. He also has professional background in macro trading and software development. Jeffery holds a Master of Computer Science from Georgia Tech and a Master of Mathematical Finance from the University of Toronto. In his free time, he is active on GitHub and Substack, contributing to the development of volunteer projects that leverage emerging technologies.
John is the cofounder of McLaren Strategic Ventures Holdings, a family office investing in venture and lower middle market private equity as a core focus.
In his role as an Director of Alternatives, Jon is responsible for conducting due diligence and selecting investment managers for use across the Johnson Financial Group Wealth platform. He leads the Alternatives Strategy Group, which oversees portfolio construction for alternatives asset classes, and also serves as a member of the Investment Committee. Jon is a CFA® Charterholder and a member of the CFA Institute and CFA Society of Milwaukee, as well as a Chartered Alternative Investment Analyst (CAIA). He has Bachelor’s degrees in Accounting and Finance, and Masters of Accounting from the University of Wisconsin – Milwaukee.
Jordan serves as a Managing Director at Peakline Partners and is responsible for evaluating investment opportunities across a variety of industries and products. Prior to Peakline Partners, Jordan served in multiple roles for a large vocational education company, including Chief of Staff to the CEO, Brand President, and Director of Financial Planning and Analytics. Before that, Jordan spent two years at Moelis & Company focusing on middle-market M&A advisory. Jordan received his MBA from the University of Chicago Booth and holds a Bachelor of Arts in Economics and Accounting from Claremont McKenna College. He currently resides in the Gold Coast neighborhood of Chicago.
Juan is a Guatemalan entrepreneur and business leader. He is passionate about new business development in Latam, with experience in renewable energy and fast moving consumer goods. Juan is Director of Acuerdo Family Office, mainly focused on our alternative investments. I consider myself an optimistic, active, and analytical person, with excellent social skills. Avid golfer, snow skier and padel player.
Justin is a dedicated advocate for independent financial advice, currently leveraging his extensive leadership experience in private wealth management as a Chief Investment Officer and Chief Operating Officer.
Willgrow is the first generation Single Family Office of one of the most successful bootstrapped entrepreneurs in Europe. One of the business, Girteka Logistics, owns and operates the largest fleet of trucks in Europe. Willgrow is one of the most active private markets focused family offices in Europe. We have entrepreneurial mindset and build our conviction quickly. Justinas Milasauskas is the Head of Venture at Willgrow since 2021. Prior to that he was investing and managing assets in public stocks and fixed income as a Trader and a Portfolio Manager in Amsterdam, The Hague, Paris and Vilnius. Justinas graduated MSc in Finance from VU Amsterdam, completed Executive education at the Haas School of Business in Berkeley and is a CFA Charterholder.
Kevin is the Chief Financial Officer at Regent Peak Wealth. After graduating from Wake Forest University in 2002 with a degree in Finance, Kevin began his career with Bank of America Merrill Lynch, which is where he spent his first 16 years, the last 5 of which as a member of Robson & Associates. In 2019, he joined Regent Peak as it was founded. In this role as Chief Financial Officer, Kevin is primarily responsible for managing a subset of relationships for Regent Peak. He works closely with these families to understand their priorities and goals as well as their concerns. With those inputs in mind, Kevin works to lay out a path to accomplishing those goals in the most efficient way possible. Kevin lives in Atlanta with his wife, two daughters and son. When not working, he enjoys time with his family and is an avid golfer and runner. He also serves on the Advisory Board for Back on My Feet, a nonprofit organization that uses running and community as catalysts to help those experiencing homelessness to make meaningful life change.
Kyle is a Senior Principal at Eagle Point Credit Management. He leads the team responsible for product development, capital formation, and managing client relationships at Eagle Point and its affiliated companies. As a member of the senior management team, Kyle is actively involved in any strategic initiatives as well as the weekly Investment Committee meetings. Kyle has over 18 years of experience in structured finance, focused on business and product development, portfolio management, and credit analytics. Prior to joining Eagle Point in 2015, he was a Director of Business Development at ZAIS. Before joining the ZAIS’s business development team, Kyle was a Portfolio Manager responsible for the surveillance and analysis of structured credit investments. Earlier at ZAIS, he provided middle office support, asset valuation, and surveillance. Throughout his tenure at ZAIS, Kyle worked extensively with CLOs, including modeling and development of ZAIS’s proprietary structured credit analytics. Kyle serves on the Board of Trustees of the Brookdale Community College Foundation, and is a member of the foundation’s Finance & Investment Committee. He is also a Board Member of First Tee of Jersey Shore, and is a mentor for the Rutgers Road to Wall Street Program. Kyle holds a BS in Finance, magna cum laude, from Rutgers Business School.
Lopa Desai navigates the intersection of investment, innovation, and impact as Managing Director at Niraat family office, where she architects investment strategies for the firm. A futurist at heart, Lopa previously co-founded Glifft, pioneering AI-powered product discovery before it became mainstream, and drove transformation as a key leader at renowned innovation consultancy ?What If!. Her corporate expertise was forged in global strategy and go-to-market roles across diverse sectors, from legendary brands like Nike to the venerable New York Times, and from Mars' prominence in consumer goods to Seventh Generation's sustainability leadership. With an MBA from Northwestern University and a bachelor's degree from Parsons School of Design, Lopa brings multidisciplinary expertise to her board advisory roles at Transcend Wealth Partners, Forge Community, and Institutional Investor. She also serves as a board member for the Alliance for Decision Education and advises Fidelity Charitable and the Peterson Institute for International Economics. Balancing curiosity with healthy skepticism, she explores the intersections between geopolitical dynamics, emerging technologies, workforce transformation, and intentional design—offering a multifaceted perspective that enriches her advisory work and investment decisions.
Lucas Fernandez is an experienced private markets investor across infrastructure, buyouts, growth equity and venture capital. At Talipot, Lucas is focused on investing across the venture asset class, via primaries, secondaries, and co-investments. Prior to Talipot Holding, Lucas worked with newly incubated companies at Simplexity Venture Studio Fund and before that, supported the Venture Capital and Growth Equity team at StepStone Group (NASDAQ: $STEP), focusing on building and monitoring customized private markets portfolios for pensions, family offices, endowments, foundations, and sovereign wealth funds.
Lynn Gorguze has been President and CEO of Cameron Holdings since 1993. Prior to establishing Cameron Holdings, Ms. Gorguze served for four years as Vice President of Corporate Development and Strategic Planning for Aldila, Inc., of San Diego, CA. Before joining Aldila, Inc., Ms. Gorguze spent seven years in the investment banking industry in the areas of mergers and acquisitions and corporate finance. Ms. Gorguze is a graduate of Duke University and also holds an MBA from Washington University in St. Louis. She was awarded the Washington University in St. Louis Distinguished Alumni Award in 2017 and the Washington University Olin School of Business Distinguished Business Alumni Award for 2006.
Matt currently holds the position of Managing Director, Wealth Products at First Citizens Bank. This role is responsible for product development, pricing, platform development, and internal and external partnerships related to investments. Prior to joining First Citizens Bank, Matt was at Silicon Valley Bank in a similar role. Prior to that, Matt was with JPMorgan Private Bank, developing investment solutions for North America, including a Private Equity Co-Invest program called Morgan Private Ventures. Matt has 18+ years of financial services experience, 14 in product development & management including proprietary managed solutions and funds.
Matthew Bean is a Wealth Manager at CW Advisors, based in Boston, MA, where he serves on the family office team. Specializing in a select group of families with complex financial needs, he provides comprehensive support in portfolio management, private investments, estate planning, tax strategy, retirement and cash flow planning, and additional concierge services like bill pay, real estate portfolio management, etc. Previously he worked at GW&K Investment Management as a portfolio analyst. He lives just north of Boston with his wife and two children.
Max founded GEX Ventures in 2015 out of their family office and is responsible for overseeing fund and direct investments.
Maximo Gamez is an Associate at a family office and Audaz Capital, specializing in identifying and investing in technology-driven startups. He graduated with a degree in Engineering Innovation and Leadership from the University of Texas at El Paso as a Top 10 Senior, earning Cum Laude honors. Maximo's professional experience includes comprehensive due diligence, financial modeling, and strategic investment in promising ventures. He has founded a startup and managed a city-funded startup assistance program in El Paso, gaining practical business development skills. Maximo is dedicated to fostering a vibrant startup ecosystem in El Paso, aiming to make it a hub for innovation and opportunity.
Meg (not Megan) is a third-gen family business director with a jack-of-all-trades skillset spanning ecommerce, communications, project management, and product distribution. She’s known for pointing out broken website functionality in addition to typos while deep diving on a company’s business model and customer experience use cases. Private investing fuels her curious streak, especially those early-stage companies that intersect with her philanthropic interests. She lives in Atlanta, GA, with her husband, and spends a lot of time in her veggie garden.
Mike Brittingham joined CWS in 2007. As a Principal, he is responsible for helping to formulate and execute on the investment strategy of the firm. His responsibilities include deal sourcing, equity and debt placement, closing, and the execution of the business plan. Prior to joining CWS he attended the University of Southern California where he earned a Bachelor of Science degree in business administration. He holds a Series 7 and 66 securities licenses.
After 25 years on the public equity buyside working with notable investors including Arthur Goldberg, Ron Baron and Lee Cooperman, Michael Freedman pivoted ten years ago to a role as the first outside Chief Investment Officer of a NY-area family office. The retailer patriarch had been managing the family’s investments himself and was looking for another perspective and someone he could trust to enhance asset allocation and performance. Together, the family office has made great progress on these fronts: developing tools to analyze asset allocation, rectifying areas of over- and underexposure, devising target allocations more along endowment lines, exiting investments/managers not meeting a high bar for performance/risk/fees, building a robust sourcing network for investment idea flow and improving transparency and investment buy-in among family members. Michael graduated magna cum laude from the University of Pennsylvania in 1987. He earned dual degrees--from The Wharton School a BS in Economics with a major in Finance and from The College of Arts and Sciences a BA with a major in History. Michael was elected to Phi Beta Kappa and Beta Gamma Sigma and was both a University Scholar and Benjamin Franklin Scholar at Penn. Michael and his wife Felicia live in Armonk, NY and have two children—a bioengineer startup founder and a marine biology student.
I serve as the Investment Manager and Head of Finance at Mirath, a Dubai-based single-family office. In my role, I focus on managing private markets, with a strong emphasis on venture capital, private equity, and real estate, while also managing public market exposure through a passive approach.
Mr. Malik is the Founder and Chief Executive Officer of K1 Investment Management and responsible for managing the firm’s strategy, governance and investment activities. He is actively involved in the professional development of the team and portfolio executives. Mr. Malik is a graduate of the Harvard Business School, where he received an MBA, and of the University of Pennsylvania, where he received a BS in Finance from the Wharton School and a BAS from the school of Engineering and Applied Sciences, magna cum laude. Mr. Malik has served on the Board of Directors for Junior Achievement (JA) of Southern California and is an alumnus and board member of Sponsors for Educational Opportunity (SEO) and a member of Young Presidents Organization (YPO). He is active with numerous philanthropic groups including The Giving Spirit.
Nick Talwar is an investor, operator and advisor. The majority of these activities take place today through Rohati Capital, a venture fund of funds family office he co-founded and runs and which originated from his family office. Rohati means to ascend in Sanskrit, and this has special meaning to the team at Rohati Capital where the Group’s mission is to accelerate human potential by expanding the pathways for people to achieve and provide. Prior to founding Rohati in 2024, Nick spent his career as a builder and operator in financial technology, mobility, and marketplace businesses. The through line in Nick’s career has been utilizing software to develop system change solutions to create access and opportunity for small businesses and the mass market. Some notable roles in Nick’s career include running Visa’s credit card business for North America, launching and building Amazon’s embedded lending business into a 100M+ profit business around the world, scaling and running all vehicle supply and financing globally for Uber, and serving as President and as CEO of CircleUp (USV, Canaan, Rose Park, GV). Nick serves as a board member or advisor for a variety of venture firms and private companies. Some of Nick’s investments, where he has also sat as a board member, include PayJoy (global subprime consumer finance), Shipper (Indonesia marketplace logistics), Rapido (India working class mobility solutions), AltBank (Brazil subprime credit), and Baobab (African small business banking). Nick sits on the Investment Committee of K50 Ventures, a pre-seed Americas fund. In 2013, the World Economic Forum named Nick a Young Global Leader, and he is a member of the Aspen Institute’s Finance Leaders Fellowship and a member of the Aspen Global Leadership Network. Nick graduated from the School of Foreign Service at Georgetown University, where he sits on the School’s board, and holds an MBA from Wharton. Nick lives in Palo Alto with his family.
Nicole Sherwood serves as the Managing Director at Altman Family Holdings, LLC. This company is a limited liability company based in Delaware, United States.
Oliver Willens is an Associate Director at LGT Capital Partners in their San Francisco office. He is responsible for LGT's investment in US Venture Capital funds, including established and emerging managers. He has been at LGT for 9 years and holds a Bachelor of Science from Columbia University.
Partner at QNBEYOND Ventures, the CVC arm of QNB
Pallavi Srivastava serves as a Director on the Investment Team at Tolleson Wealth Management. In this role, she oversees portfolio construction, third party manager selection, and ongoing portfolio management of the firm’s international investments portfolio. She is also involved in sourcing, diligence and monitoring of private investments, particularly in venture capital and growth equity. Prior to joining Tolleson, Pallavi was a senior investment professional at View Capital Advisors, where she was responsible for investment manager research and due diligence across multiple asset classes with a focus on private equity investments. With more than 10 years of experience, Pallavi started her career at UBS where she was involved in running a covered call writing options strategy. Pallavi received a master’s in finance degree from Rochester Institute of University. She is married with two children and is a published author of a book on motherhood.
“Philanthropy is not about donating money. Philanthropy is about the love of people” - Pamela Hawley Pamela Hawley is the founder and CEO of UniversalGiving® ([www.universalgiving.org](http://www.universalgiving.org/)), an award-winning nonprofit that helps people give and volunteer with vetted, quality opportunities all over the world. Opportunities range from giving $25 to provide a month of meals to a child in Haiti, to volunteering with migrant children in Beijing, China. All projects are vetted through UniversalGiving®’s proprietary Quality Model®. 100% of each donation goes directly to the cause. UniversalGiving® has been featured on the homepage of Bloomberg, [Oprah.com](http://oprah.com/), CBS, The Wall Street Journal, and The New York Times. UniversalGiving® has been featured in more than 16 books, including the new edition Harvard Business Review Book, HBR Guide to Delivering Effective Feedback, Arianna Huffington’s Thrive, Laura Arrillaga-Andreessen’s Giving 2.0, and highlighted in Huffington Post's list of best volunteering matching websites, Christian Science Monitor and Forbes. UniversalGiving® Corporate, helps Fortune 500 companies scale their global CSR programs worldwide. UniversalGiving® Corporate provides Strategy, Operations, NGO Research, NGO Vetting and Disbursements. Key clients include FANGMAN clients, Apple, Apple TV+, Cisco, Gap, BHP, and RSF Social Finance. UniversalGiving® Philanthropy Services helps manage global Philanthropy Services for Donor-Advised Funds, Family Foundations and High Net Worth Donors. Clients include Jeff Bezos, Bezos Family Foundation, Pioneer Venture Capitalists Bill Draper and Pitch Johnson. Pamela is a winner of the Distinguished Alumni Achievement Award at the Political Science Department at Duke University, the Castilleja Alumni Award and a finalist for Ernst and Young’s Entrepreneur of the Year Award. Pamela is a winner of the Jefferson Award (the Nobel Prize in Community Service) and has been invited to three events at the White House. She is a Colburn S. Wilbur Fellow through the Institute for Global Ethics and a Webby Award Honoree. Pamela is an actress and improviser with more than 100+ performances nationwide. She graduated from Second City Conservatory and Second City Graduate Conservatory and Upright Citizens Brigade, and is an upperclassman at Groundlings. You can see her work at [PamelaHawley.com](http://pamelahawley.com/). Sunday is family day where she spends time with her beloved parents who have been married 61 years.
Parker is Partner at Atacama Ventures, a venture fund backing new & emerging seed funds and early-stage founders. Prior to Atacama, Parker spent 6 years at Cambridge Associates.
Mr. Bodnar is the chief investment officer and a partner at CM Wealth. Additionally, he is a member of the managing board and the chairman of CM Wealth's investment committee and public markets, private equity, and special situations sub-committees. Prior to his role as chief investment officer, he was CM Wealth’s director of investments and private capital. Since joining CM Wealth, Mr. Bodnar helped lead the investment process and manage client portfolios. His main focus was furthering the development of CM Wealth’s private capital program to include new parts of the market as well as making direct investments alongside lead sponsors. Prior to joining CM Wealth in 2015, Mr. Bodnar was the managing partner and co-founder of Incremental Insights, a firm focused on emerging market investment research. Prior to that, he was vice president, senior equity analyst at Longbow Research. He was named to The Wall Street Journal's "Best on the Street" Analysts in 2011 and received a similar award from the Financial Times in 2010. He has appeared on CNBC and Bloomberg television and has been quoted in The Wall Street Journal, Investor's Business Daily, and other publications. He has also held positions and advisory roles in software and technology companies. Mr. Bodnar chairs the investment committee and serves on the finance and strategy committee for the Sisters of Humility of Mary. Previously, he was president of the local mountain biking association, coached youth lacrosse, and served as a board member for a group that is part of the Cleveland Orchestra. Mr. Bodnar earned his BS in Management with a Finance concentration and International Economics minor from Case Western Reserve University in 2004.
I am an Investment Manager with the Investment Team at the Mirath Family Office, where I have been contributing since 2021. My primary responsibilities include identifying and assessing investments across private equity, venture capital, real estate, and capital markets. Additionally, I support the team in portfolio strategy and risk management. Before joining Mirath, I worked with Deloitte India in their M&A Practice, specializing in commercial and strategy diligences. I hold a master's degree in finance from Strathclyde Business School (2017) and a bachelor's degree in finance and Investment Analysis (2014).
Peter Kehrli is an Audit Partner at KPMG US, based in New York City, New York. Prior to his role at KPMG, Peter served as a Board Member at Full Circle Fund. He has also held positions at Rothstein Kass and F J Benjamin.Peter's professional journey began in 2005. He holds a Bachelor of Arts degree in Business Economics & Accounting from UC Santa Barbara. Additionally, he completed Executive Courses at the University of California, Berkeley, Haas School of Business and the University of Oxford. Peter was a Board Member at Full Circle Fund from 2015 to 2017. He was also a member of the Association of International Certified Professional Accountants in 2013.
Rebecca Carland is Chief Investment Officer at the Knight Foundation, where she leads a growing team to invest the significant assets of the endowment for long-term growth and success. Prior to joining the Knight Foundation, Rebecca spent fifteen years managing the assets of significant U.S. and non-U.S. families and foundations. Most recently, she was Chief Investment Officer at Builders Vision, the private family office of Lukas Walton. Rebecca also held senior investment and advisory roles at Walton Enterprises, Cambridge Associates, and Goldman Sachs. She began her career with the U.S. Department of Justice, supporting international rule-of-law programs. Rebecca serves on the Investment Committees of the Obama Foundation and Conservation International. She earned an MBA from the University of Virginia and a BA in International Relations from Tufts University.
Rizwan is the Principal of Mirath, a boutique investment firm that uses its capital to create a more sustainable world for future generations. Prior to this, he worked at the family business, the Galana Group, founded a mobile computing company in the MENA region and a wireless ISP business based in Mauritius. Rizwan has also served in a consulting capacity at Integral, Inc. and the Analysis Group in Boston, US. He holds an Executive MBA from London Business School, a Postgraduate degree in Economics from Columbia University and a Bachelor of Arts degree from Yale University.
Romeen Sheth is a second-generation leader in his family office and serves as the CEO of his family business, Metasys Technologies. Metasys partners with global organizations on the full life cycle of their talent and procurement operations. Metasys recently became a portfolio company of Arkview Capital, a leading private equity firm. Prior to spending time in his family office, Romeen was a Consultant at McKinsey & Company.Romeen is an Affiliated Fellow at Harvard Law School and an avid investor and content creator - he has personally invested in 75+ startups and routinely writes to his 175,000+ followers on Twitter. He has a BA from Duke University and a JD from Harvard Law School.
Ross Hinkle is the founder and managing partner of Handmade Capital, a single family office advisor currently managing the assets of Courtney and Carter Reum, founders of the M13 family of venture funds. Previously, Ross was Co-Manager and CFO of Peak Street Management, the single family office of Elliott Bisnow, founder of Summit. Together with Elliott and Aaron Kwon, Ross also co-founded several Peak Street Funds, including Peak Street Capital and PSC Ventures: investment vehicles for independent investors, institutions and family offices to gain exposure to the highest performing fund managers in the blockchain ecosystem. Prior to his tenure with Peak Street, Ross founded Liveset, a leading live-streaming concert platform of the early 2010's. Ross currently serves on the board of myLaurel, an in-home healthcare services provider backed by Emerson Collective, Google Ventures and Deerfield Asset Management. Ross began his career in finance, serving as a healthcare M&A analyst at Lehman Brothers before continuing his career as a private equity investor for several funds including Brown Brothers Harriman's 1818 Fund Group and Veronis Suhler Stevenson's family of media-focused buyout funds. Prior board roles with Advanstar Communications Inc., Access Intelligence, Southern Theatres, Cannella Response Television, Ascend Media, Sandow Media, and Summit Powder Mountain. Ross lives in LA with his son Ari, where they enjoy surfing, skiing, hiking, playing and listening to music, reading and being curious about the world.
Ryan is the Vice President of Investments at Mays Family Enterprises, a family office deploying capital across asset classes. In his role, he is responsible for portfolio construction and evaluating investment opportunities, with a particular focus on private investments. Prior to joining Mays Family Enterprises, Ryan was Vice President of Finance at Forever Oceans, a sustainable aquaculture company developing technology to enable offshore fish farming operations. Before that he worked as an investment banking associate at MTS Health Partners and a business analyst at Kalypso. Ryan holds a BE from Vanderbilt University and an MBA from the University of Chicago Booth School of Business.
Sam Acho is currently an in-studio and game analyst for ESPN, covering the NFL, college football, and the UFL, while also serving as the founder and president of Athletes for Justice. He is also a Family Office Advisor at AWM Capital.
Sanjeev is the founder of BluePointe Capital Management. He overseas the investment process and leads the development of all BluePointe investment strategies and services.
Managing single family office
Scott has been in the financial services industry since 2005. He is an alternative investment specialist including Private Equity, Hedge Funds, Private Credit, Private Real Estate, and Digital Assets. He provides strategies for business owners, medical and tech professionals, going beyond traditional stocks and bonds and enhancing investment portfolios with alternative investments. His clients turn to him as their trusted personal CFO and key advisor in all financial matters. This includes creating a roadmap to financial freedom, analyzing current portfolios and recommending changes to help reach specified goals, integrating alternative investment solutions to enhance portfolios, and providing holistic support with clear actionable advice. As a fiduciary advisor, he and his team relieve clients of the time and complexities of managing family finances, so clients can focus on the things they most enjoy. Scott has earned the Chartered Financial Analyst® (CFA® charter) designation and is a member of the CFA Society San Francisco. Scott has a Bachelor of Arts degree in Economics from California State University, Fullerton. Interests: Spending time with family and friends, playing basketball, mountain biking, golf, running and hiking.
