Alfred I. Johnson is Deputy Chief of Staff at the U.S. Treasury Department. Prior to that, Alfred served as Co-founder and CEO of Mobilize, the events management platform and network acquired by EveryAction in 2020. Prior to Mobilize, Alfred was Head of Sales & People at Clara Lending and Vice President in BlackRock’s Financial Markets Advisory Group, where he worked on projects related to financial regulation and the European Sovereign Debt Crisis.
From 2009-2012, Alfred served in the Obama Administration as Special Assistant to the White House Chief of Staff, Senior Advisor to the Treasury Assistant Secretary for Financial Markets at the U.S. Treasury Department, and Special Assistant on the Financial Crisis Response Team. Alfred is a graduate of Stanford University and the Stanford Graduate School of Business.
Ari Matityahu is a serial entrepreneur, investor, and lay leader. He is currently the Managing Member of Danforth Investors which focuses on private investments across a wide range of opportunities. Previously Ari was an executive focusing on growth and operations at WeWork, DocGo, JND, Votrite Systems, and Bespoke Health. Ari has been an American Red Cross instructor for over 15 years helping train for disaster relief. He is married with children and lives in New York City.
Ben Renshaw is a private investor that is active in both public and private markets. He has been involved with a number of start-ups, later stage companies and corporate restructurings. He is a former Partner of Brigade Capital Management where he focused on Distressed Debt and Leveraged Capital Structures. He currently resides in Auckland New Zealand with his wife and 3 children.
Bill Trenchard is a venture capitalist and entrepreneur. He is co-managing partner of First Round Capital, a leading seed stage investment firm in the US. He invests early, usually leading or co-leading seed rounds in companies. Investments include: Uber, Flexport, Ginkgo Bioworks, Looker, Chegg, LendingClub, Verkada, Everlane, Finch Therapeutics, ThredUp, Sift, Moat, Superhuman, Clubhouse and many others. Prior to being a venture capitalist he was co-founder and CEO of Liveops and Jump.com (acquired by Microsoft). He graduated from Cornell University and sits on the Entrepreneurship@Cornell board. He has a deep interest in alternative investments and has started a hedge fund as a side project and often invests early in hedge funds as a GP and LP.
Partner and co-founder of Harbour Point Capital, a private equity sponsor focused on partnering with high growth, innovative healthcare services companies that are aligned with deliverying value to the US healthcare system. Advocate for the disability community, serving on multiple non-profit boards a frequent writer/speaker on the topic of disability inclusion.
Charles Katz is currently a partner at Confluence Global Capital LLC, where he is working on special projects for the firm. Prior to Confluence, he was a managing partner at First New York Securities. For the 12+ years he was at the firm, his trading focused on energy commodity futures, swaps and options. Managerial, he oversaw the firm’s futures desk for almost 7 years and served on the board for the company for over 4 years. After FNY he had a 2.5-year stint running a natural gas desk at DV Trading.
Charles has a B.S. in Engineering from Harvey Mudd College and an MBA/MChE from Rice University. He currently lives in Hoboken, NJ with his wife and 3 girls.
Chris lives in Northern California and invests in special situation real estate, early stage ventures, and a variety of other oddball things (oil royalties, farmland, lawsuits, professional sports teams, you name it!). He is also the owner of several manufacturing and consumer businesses including Big Chill, LLC. He is a member of the Hero's Journey Foundation, coaches diabetics on weight loss, and loves surfing, mountain biking, and anything else that gets him outside.
Managing Director at Prince Capital Partners, a single family Family Office.
I am a serial Entrepreneur with a background in product innovation and international trade. I have a passion for creating, developing, and operating successful companies. Since 2000 I have headed Lexington International LLC (main brand HairMax), which is regarded as the category creator of home-use low-level laser therapy (LLLT) for hair loss and thinning hair. I have also innovated a new device for sleep wellness and am currently in clinical studies.
Ege Tanor is a seasoned finance executive focused primarily on private credit funding within the fintech vertical. Prior to his fintech chapter, Ege was at Fortress Investment Group and Bear Stearns, both in New York, at various capacities including structured credit investments and fixed income / currency derivatives. He lives in San Francisco with his wife and two children.
Eric Rosen is a former hedge fund manager and Wall Street executive. He is currently running his family office, advising and consulting companies and sitting on boards. He is active philanthropically and spends a great deal of time mentoring students and young professionals. Eric lives in South Florida full time with his wife and two children.
Eric S. Stein has been in asset management industry for over 20 years. Prior to devoting his time to Five Stones Investment Group, Mr. Stein served as an Assistant to the Secretary for Finance & Budget the United States Treasury Department and as a Special Advisor to the Secretary for Foreign Assistance & Budget Planning at the United States Department of State.
Prior to his time in Washington, D.C., from 2003 through 2016, Mr. Stein was a Partner & Managing Director of FSI Group, LLC ("FSI") which managed in excess of $5 billion in assets at its peak spanning a long/short equity hedge fund, a series of private equity funds, and fixed income securities issued primarily by financial institutions. During his time at FSI, Mr. Stein served in various analytical and strategic roles.
Mr. Stein began his career in the Financial Institutions Group of the Mergers, Acquisitions & Restructuring Department of Morgan Stanley & Co. in New York City. Mr. Stein is a 2002 graduate of Williams College where he received a B.A. in History and was a member of the Men's Soccer Team.
Fabrice Grinda is among the world’s leading Internet entrepreneurs and investors. He has over 250 exits on 700 angel investments. Fabrice has served as CEO for three multinational companies and has an impressive track record as an early investor in Alibaba, Coupang, Airbnb, Instacart, Flexport, Delivery Hero, and many more. Fabrice is currently Founding Partner at venture fund FJ Labs, which he cofounded with business partner Jose Marin. Fabrice was named the #1 Angel Investor in the world by Forbes.
Prior to FJ Labs, Fabrice was co-Founder and co-CEO of OLX, one of the largest websites in the world with over 300 million unique visitors per month. The company operates in 30 countries and has over 10,000 employees. OLX is the largest classifieds site in Russia, Brazil, India, Pakistan, Poland, Ukraine, Romania, Portugal and many other markets.
Prior to OLX, he was the CEO and founder of Zingy, a mobile content company, which he grew to over $200 million in annual revenues and profitability in 4 years.
Fabrice started his entrepreneurial journey in 1998, at 23, when he founded and was CEO of Aucland. Soon after, Aucland grew into one of the largest auction sites in Europe.
Before his entrepreneurial endeavors, Fabrice worked as a management consultant for McKinsey & Company.
Ira Weiss is a professor at Univ of Chicago and an active early-stage investor through the VC firm he co-founded, Hyde Park Venture Partners, which focuses on seed-stage technology investments in the Midwestern US. Ira teaches MBA students about accounting, entrepreneurship and tax strategy. Ira has served on the board of dozens of start-ups, and some of his start-up investments include Amount, Avant, Avid Radiopharmaceuticals, Axioma, Fourkites, G2, Rackspace and ShipBob. Ira is married to Michele Weiss, a marriage and family therapist. Ira and Michele live in Chicago with their 3 kids.
Jacques Friedman is a private investor residing in Greenwich CT. He retired in 2019 from a 24
year career in quant equity portfolio management. Jacques studied applied math (undergrad & grad) before leaving school to join Wall Street in 1995. Jacques spent 3 years at Goldman Sachs
Asset Management and in 1998 was a founding employee at AQR Capital Management, a quantitative investment management firm. From its inception with 12 employees and $1billion in assets under management, AQR grew to a peak of
1000 employees and $225 billion in AUM. For the entirety of his career in asset management, Jacques has worked in the area of quantitative equities, using statistical and fundamental models to build diversified long-only and long-short portfolios.
These days, Jacques enjoys investing his family capital across many asset classes with interests in real estate, crypto, VC, growth equity, and niche alternatives.
With a long history of excellence in strategic planning and business development, Jason Port parlayed his executive competencies in the world of start-ups, notably investing in the early stages of high-growth companies, including Twitter, Jump Forward, and Uber. Port’s start-up roots allow him to stand apart from other high-profile investors, as he was one of the earliest employees at Sportsline.com, aiding its rapid growth before its acquisition by CBS.
Since then, Port has focused his investments in early-stage companies, while his consultancy, Network Media Group, has offered strategic consulting to companies of all sizes. As the initial investor in Quirky.com, he was instrumental in backing the vision of the disruptive collaborative innovation platform. Jason also serves on the Board of Directors of the Heather on Earth Music Therapy Foundation, as well as on the advisory board of the Miami Country Day School.
Port has been offering his insights to organizations dedicated to promoting business fundamentals throughout his career, and since 2008, he has been a member of the TED community. In 2015, he served as a speaker for EY Global’s World Entrepreneur of the Year event in Monaco, and he prides himself on his innate ability to identify, develop, and execute best in class business models, while providing strategic value to firms committed to disruptive innovation.
John M. Stein is co-founder and Principal of Five Stones Investment Group. He was previously the co-founder and President of FSI Group LLC, a registered investment advisor with a specialization in the Financial Services sector.
Between 1995 and 2020, he was the co-portfolio manager of that firm's equity hedge funds and its six private equity funds.
Over the past 20 years, Mr. Stein has served on the boards on various publicly traded and private banks and financial service companies. Prior to founding FSI, Mr. Stein served as a Vice President of Bankers Trust Company.
He is currently President of the Jewish Foundation of Cincinnati and serves on a number of other philanthropic boards.
Jorge Woldenberg studied Economics at the University of Texas at Austin. He is the co-founder, Chairman and CEO of Corpac Group which owns and operates world-class horizontal and vertically integrated business units in the Industrial (Steel Manufacturing), Distribution (Steel), Services (Coatings) and Ventures.
He is also a member of the board of the W International Group and W Family Office with leadership responsibilities for management of a diversified portfolio which includes Real Estate, Media, Telecommunications, Energy. Finance and Aviation.
He began working in the steel sector as a teenager while juggling study and work. He is passionate about building structures with organizational agility, creativity, integrity, customer perspective-taking and cross-functionality.
He is a community man that believes in giving back and has held lay leadership positions in multiple non-profit organization. He is an avid reader and challenges conventionality with creativity, innovation and market leadership.
Josh Harlan is the founder and managing partner of Harlan Capital Partners, an investment firm focused on niche and emerging asset classes and strategies. He is a graduate of Harvard College, Oxford University, and Yale Law School. Josh is a member of the Council on Foreign Relations. He is married to Victoria Harlan and they and their daughter live in Palm Beach, FL.
Justin is a founding partner in Churchill Finance, a vertically integrated financial services platform that provides a differentiated suite of products and services to real estate investors, originators, and capital providers in the business purpose loan sector. Justin is married to Nikki Ehrlich, and they and their three children live in New York City.
Marcel Javor is an entrepreneur in the Steel business. He is the owner of one of the biggest privately owned steel distribution businesses in Europe. Marcel lives in Vienna, Tel Aviv and New York.
Mark Gerson is an entrepreneur, investor and philanthropist.
He is the co-founder of Gerson Lehrman Group (GLG), Thuzio, Julius, Create Venture Studio, the Interesting Investment Institute and several other companies. Mark is the co-founder and Chairman of United Hatzalah (which gets emergency first response to victims of heart attacks, choking, bleeding and strokes in the 2 minutes that separate life from death) and the co-founder and Chairman of African Mission Healthcare (which partners with Christian missionary doctors and hospitals to provide clinical care, training and infrastructure support throughout Africa).
An article that describes some of his work is here: https://www.jta.org/2021/10/06/health/meet-the-jewish-couple-funding-christian-missionary-hospitals-in-africa.
Mark is also the host of the podcast, “The Rabbi’s Husband” — where he is in discussion with guests on the Biblical passage of their choosing. Recent guests include Tucker Carlson, Cory Booker, Marco Rubio, Bill Cassidy, Tom Cotton, Mike Gallagher, Angela Buchdahl and Dr. Ruth. His book, “The Telling: How Judaism’s Essential Book Reveals the Meaning of Life” (St. Martin’s, 2021) was a national best-seller. Mark is a graduate of Williams College and Yale Law School.
He is married to Rabbi Erica Gerson, and they and their four children live in New York City.
Max Ulrich trades commercial jet aircraft and engines, including leasing, remarketing and disassembly for parts. His company Stratus Investment has managed money for Soros, Avenue Capital, Kayne Anderson, D.B Zwirn & Company and many others. Max is a co-founder of Sonoma Academy, a private high school in Santa Rosa, California. Max is a graduate of Duke University, BSE and Harvard Business School. He is married to Susan Pate Ulrich, and they have four children and three grandchildren and live in Forth Worth, Texas.
As Director of Portfolio Management, Michael is responsible for ensuring that the firm’s best investment thinking is reflected in client portfolios in a timely manner, consistent with clients’ investment objectives and financial goals.
In addition to his investment organization leadership, Michael is a Senior Portfolio Manager and has continued to be a trusted advisor to families and institutional clients for more than 35 years. He has been recognized multiple times by Washingtonian Magazine as one of the area’s top investment managers.
Prior to joining Chevy Chase Trust, Michael served as President of Asset Management Investment Advisers until 2005, when the firm was acquired by Chevy Chase Trust. Before that, he practiced corporate and real estate law. Michael graduated magna cum laude from Duke University and obtained his Juris Doctor from the George Washington University. He is a Past President of the Jewish Community Center of Greater Washington and has served as a Trustee of the United Jewish Endowment Fund of Greater Washington as well as a board member of the JCC Association of North America. He has also served as Chairman of the investment committees for both the United Jewish Endowment Fund and the JCC Association of North America Endowment Fund.
Miles Lasater has started 3 companies, 2 nonprofits and 1 family with 4 kids. He has been a founder, VC, angel investor, business school professor, board member, donor, improv comedian and dancer. He currently is Founding Partner of Purpose Built Ventures and serves on the board of tech nonprofit Curious Learning and nonprofit ConnCorp. More at www.mileslasater.com
Milind Mehere: Serial entrepreneur, builder, thinker, angel investor. Milind is the Founder and CEO of Yieldstreet which provides access to private markets investing. He founded Yieldstreet on the simple belief that everyone should have access to make the most of their money regardless of their net worth. Prior to Yieldstreet, Milind spent nearly a decade scaling Yodle from $0 to $200M+ in revenue and employing more than 1,400, while helping hundreds of thousands of SMBs market their businesses online. Yodle was acquired by Web.com (Nasdaq: WEB) for $342M in 2016. Milind shares knowledge of investment and tech trends, company growth, building great teams, fundraising, and fan-favorite, fine whiskey. When Milind is not working, you can find him watching the Patriots with his son, traveling with his wife, reading non-fiction, and running in Central Park while listening to his favorite podcast, Hidden Brain.
Peter Selman is an investor and entrepreneur. Peter spent 25 years on Wall Street running various trading businesses including 10 years at Goldman Sachs. Peter attended the University of Cambridge and is Chair of the NYC Alumni group. He lives in NYC with his fiancee, Nora Gardner and his 4 children.
Philip Solomon is the CEO/Chairman of the Palladio Beauty Group and the Managing Director of Solomon Capital his Family Office and a Member of 4DI Capital. Philip is the former chair of the finance committee and Treasurer of the MAR-JCC and is currently the Treasurer of Scheck Hillel Day School. Originally from New York City, Philip resides in Miami with his wife Joanna and three daughters.
Philippe’s career in real estate has spanned over 25 years and he has acquired over $2B of commercial real estate in New York City, Europe, Israel, and the Caribbean. Philippe is the Founder and Managing Partner at W Equities. Previously, Philippe co-founded Madison Capital and Savanna Partners.
Philippe invests capital across many asset classes including venture capital and private debt and equity. He is an avid AIPAC supporter, and through the Philippe and Rosita Weissberg Charitable Fund, supports several Israel and US-based organizations.
Philippe is married to Rosita and together with their two children, Ariela and Joseph, split time between New York and Herzliya, Israel.
Rafael Pastor has an extensive and diversified track record in both running successful businesses and advising business leaders, resulting in the companies’ growth and increased shareholder value. Pastor’s career has spanned the media/entertainment, education, and business/financial services sectors. Across these sectors, he has particular expertise in membership companies and subscription/enrollment businesses with recurring revenues.
Currently, Pastor serves on a variety of Boards and as an Advisor. Previously, Pastor was the Chairman of the Board and CEO of Vistage International, the world’s largest for-profit CEO-membership company. Before that, he co-founded and co-headed a boutique investment banking/venture capital firm in New York.
For a substantial period of his career, Pastor held top executive positions (domestically and internationally) at some of the world’s largest media/entertainment companies, including News Corp, USA Networks, and Hoyts Cinemas. He started his career as a litigating attorney at a
Wall Street law firm and then an in-house corporate attorney at CBS.
In addition to his experiences as a Board member, Pastor has participated in numerous public-
and-private-company Board meetings and deliberations as a CEO, investment banker, and attorney.
Most of my working life I was a management consultant to primarily financial services and insurance companies, working for McKinsey and Accenture. Since retiring, I've become an angel investor and director of financial services and healthcare companies. I have a B.S. in Economics from Wharton undergrad, and an MBA from Columbia Business School. My wife Hiroko and I spend the winter and spring in Palm Beach, FL, and the summer and fall in Greenwich, CT. We have 2 grown children and 1 grandson.
Ronen Israel is a cofounder of BioConvergent Health, a unique biotechnology platform that is developing a pipeline of innovative, convergent solutions initially in the areas of oncology and regenerative medicine.
He is also currently a Senior Advisor at AQR Capital Management (AUM $140 billion). He was a Principal, Co-Head of Portfolio Management, Research, Risk and Trading and a member of the firm’s Executive Committee, retiring at the end of 2021 after twenty-two years at the firm.
Ronen has received an Outstanding Article award as part of the 17th Annual Bernstein Fabozzi/Jacobs Levy Awards from The Journal of Portfolio Management in 2015, the Special Distinction Award as part of the Harry M. Markowitz Prize for the best paper published in the Journal of Investment Management in 2015, and the Harry M. Markowitz Prize for the best paper published in the Journal of Investment Management in 2020. He has published papers in the Journal of Financial Economics, Journal of Portfolio Management, Journal of Investing, Journal of Investment Management, Journal of Alternative Investments, and Financial Analysts Journal. He is on the executive board of the University of Pennsylvania’s Jerome Fisher Program in Management and Technology and is a member of the Advisory Board of The Rodney L. White Center for Financial Research, The Wharton School, University of Pennsylvania. Ronen is also an adjunct professor of finance at Yale University, has been a guest speaker at Harvard, Columbia, NYU, the University of Pennsylvania and the University of Chicago, and is a frequent conference speaker.
Ronen earned a B.S. in economics from the Wharton School at the University of Pennsylvania, a B.A.S. in biomedical science from the University of Pennsylvania’s School of Engineering and Applied Science, and an M.A. in mathematics, specializing in mathematical finance, from Columbia University.
My professional background is based on two businesses which I run. The first is 2nd generation retail sales in the financial services and life insurance industry. The second is our family investment vehicle which mainly focuses on two areas - distressed hotels requiring financial and product rehabilitation and then seeding and advising consumer products brands like WhistlePig Whiskey, Tata Harper Natural Skincare, and PlantPaper. I also spend my time on the board of CITTA which supports severely underprivileged girls and women in remote parts of the Indian subcontinent.
Sam Klatt is the Chief Investment Officer at Portage Partners and is responsible for sourcing, vetting, and managing investment opportunities.
Mr. Klatt has +18 years of experience investing in public equities, real estate, private credit, private equity, and venture capital. Prior to founding Portage in 2010, Mr. Klatt was a Vice President at M.D. Sass, a private investment manager that focused on traditional and alternative investment strategies.
Mr. Klatt received an M.S. in Real Estate Development from Columbia University in 2010, and earned a B.A. in Economics from Johns Hopkins University with a minor in Entrepreneurship and Management. Mr. Klatt is a Chartered Financial Analyst.
Sean is an investor with entrepreneurial experience who applies a consistent investment philosophy to invest across asset classes and in public and private markets. He has invested in over 100 private companies across stages (but with a heavy emphasis on seed stage) and is an LP in numerous venture and private equity funds. Sean sits on the board of Advantia Health, which he co-founded with his father and grew as CEO from 0 to ~$100M in revenue and break even, while navigating the COVID crisis. He recruited his successor at the end of 2020 and has turned his primary focus to investing. Sean also is on the Board of Elevate Brands, a fast growing E-commerce firm. Prior to Advantia, Sean founded the enterprise software investment platform Acceleprise.VC, and managed the first fund's investment portfolio, which has provided it's LP's with CoC and mark to market returns significantly above the Cambridge benchmarks for it's vintage year. Prior to Acceleprise, he lived in London while working, unfortunately unsuccessfully, to start a social gambling business called PIkum, which was backed by Sir Richard Branson’s Virgin Group and various venture capital investors including First Round Capital. And finally, he started his entrepreneurial career by co-founding the higher education focused online financial technology services firm, Higher One. At Higher One he served as founding president and then as part of the executive team as Chief Marketing Officer for 8 years. During that time, Higher One reached profitability and in 2008 was in the top 100 of the Inc 500 list and ranked #12 on the Entrepreneur Hot 100 list of fastest growing U.S. private companies. Higher One went public in 2010. Prior to Higher One, he co-founded the Yale Entrepreneurial Society, and graduated from Yale with a B.S. in Engineering Sciences. He also has an M.A. in Applied Positive Psychology from the University of Pennsylvania. He lives in St. John in the USVI and spend significant amounts of time in Washington, DC and traveling.
Steven is the co-founder and Managing Partner at Lateral Frontiers.
Lateral is a venture capital fund investing in early and growth stage opportunities in frontier markets. Lateral invests in companies building foundational technologies.
Steven is a seasoned entrepreneur and investment professional with twenty+ years of experience investing as a principal and fund manager across the globe. He has extensive experience in real estate development, energy, and technology investing. Prior to co-founding Lateral, Steven was a Director in the Office of the President of Guyana where he held responsibility for the Guyana Investment Fund. He led the implementation of their low-carbon development strategy and the execution of large-scale initiatives in the energy and infrastructure sectors. Steven started his career in real estate at the Moinian Group and later co-founded and managed the private equity firm Capstone Equities.
Steven graduated from the School of International and Public Affairs at Columbia University and has a B.A. in Finance and Philosophy from New York University.
Taylor Stein is and entrepreneur focused on the intersection of healthcare and technology. He is the co-founder of EngagedMD, a SaaS platform serving medical professionals and their patients. Taylor has a BSE in Computer Science from the University of Michigan and an MBA from the University of Texas. He is married to Susannah Stein and has a brand new daughter named Maisie.
Tony Cappell is the co-founder of Chicago Atlantic Group (CAG), which is a specialty credit investment firm. In addition to CAG, Tony likes to invest in many other areas within the alternatives space. Tony is a graduate from the University of Wisconsin-Milwaukee and The University of Chicago's Booth School of Business. He lives in Chicago with his wife Briana and tries to spend most of the winter months in Miami.