The Speakers

After last years' fantastic event, we are delighted to invite you to register* for our next US Forum taking place on Nov 30th - Dec 1st 2021 in New York City at the prestigious Harvard Club. 

The New York Family Office Forum takes place on Nov 30th - Dec 1st 2021, and gathers 100+ Family Offices and UHNWIs in a confidential setting where you can meet your peers, share your experience, and learn from each other.

Speakers Presenting: Many of the most successful families, private investors, and thought leaders from the Americas will join their international peers from our global network to share their experience.

We are currently working on the 2021 conference programme; should you wish to be involved in a prestigious speaking capacity, please let us know at speaker@prestelandpartner.com.

To see the Draft Agenda, please click here.

*Private Family Offices and UHNWIs without any solution or service offering may join our forums for free.

2021 Speakers

Jack R. Selby
Managing Director
Thiel Capital

John R. Selby (Jack) is a technology, finance and independent film entrepreneur. His primary role is as Managing Director at Peter Thiel’s family office, Thiel Capital, in Los Angeles, California................

More

As a “PayPal Mafia” member, Jack co-founded, along with Peter, Clarium Capital Management, a macro hedge fund after selling PayPal to eBay in October 2002.

At PayPal, Jack joined as an original employee and later served as a Corporate Officer/Senior Vice President, overseeing the company’s international and corporate operations. As an active technology investor and advisor, Jack is involved with companies such as SpaceX, Palantir, Affirm, Blend, Bird, Group Nine Media, Paradox AI, Q Bio, Openspace, FreedomPay, et al. As an independent producer, Jack’s film credits include Silk Road, Freeheld, Bernie, Act of Valor as well documentaries Fastball, Comic-Con Episode IV: A Fan's Hope, et al. Jack received a Bachelor of Arts in Economics from Hamilton College and currently serves as a Charter Trustee and member of the Investment Committee for the college’s endowment.

Jack’s other philanthropic activities include the Navy SEALs Foundation, member of the Board of Directors at the Arizona Commerce Authority, cohost/founder of the Arizona Technology Innovation Summit with Governor Doug Ducey, founder/chairman of invisionAZ, and co-founder and member of the Board of Directors for the Wyoming Global Technology Partnership with Governor Mark Gordon. Jack is a resident of Teton Village, WY and Paradise Valley, Arizona.

Peter Kraus
Chairman and CEO
Aperture Investors

Peter Kraus is the Chairman and CEO of Aperture Investors................

More

For over four decades, Peter has worked at major financial institutions including Goldman Sachs, Merrill Lynch, and most recently at AllianceBernstein (AB) where he served as Chairman and CEO, successfully leading the firm’s turnaround after the crisis in 2008. Throughout his career, Peter has been a vocal proponent of pay-for-performance compensation models and the need for trust between active managers and their clients.

After years of watching diminishing returns and increasing outflows, he concluded that a disruptive idea like performance-linked fees would only be successful in an entirely new firm, one built from scratch with client performance as its primary objective. That’s why Peter teamed up with Generali to launch Aperture in 2018.

Peter serves on the boards of multiple organizations including CalArts and the Capital Markets Institute of Third Way, and is the co-founder of The Kraus Family Foundation, a non-profit that supports public art and emerging artists. He is also the Chairman of Marstone, a leading independent digital wealth management platform. Peter received his B.A. in economics from Trinity College and his M.B.A. from NYU Stern School of Business. He and his wife Jill are avid collectors of contemporary art and enjoy spending time at their home in Dutchess County where they commission outdoor artwork.

You can check Peter’s status on FINRA’s BrokerCheck.

Alexander Hoare
Family Member
C. Hoare & Co. partners

Alexander is the first of the eleventh generation of C. Hoare & Co. partners.................

More

A graduate of the University of Edinburgh (B. Com (Hons) Marketing), he joined the bank in 1987 from PA Consulting Group where he worked as a marketing consultant. From 2001 to 2009 he was Chief Executive Officer of C. Hoare & Co.

Alexander is a leader in the field of social and impact investing and a founder partner of Snowball LLP. He serves as president of the Groupement Européen de Banques; as a patron of Royal Trinity Hospice; and as chairman of the trustees of Intermission Youth Theatre.

Alexander is married with family. He enjoys tennis and sailing.

Seth Spreadbury
Family Office Practice Leader
Marsh & McLennan Agency LLC

Seth Spreadbury is the National Family Office Practice Leader for Marsh & McLennan Agency, works directly with more than 75 single and multi-family offices...............

More

....and consults with hundreds more, on insurance and non-insurance risk management solutions. His unique skillset and experience as a management liability insurance underwriter enable him to help professional service companies and other organizations grow by ensuring they have proper coverage. Seth received the “Rising Star Award” in 2018 for his outstanding accomplishments as a new MMA consultant.

Prior to joining MMA, Seth spent 10 years with Chubb and Travelers in both underwriting and alliance-building positions. His time with these leading insurance carriers gives Seth a wealth of knowledge and first-hand experience into how insurers price, structure and underwrite the technical policies within executive liability insurance coverage. His technical know-how gives clients confidence that their risks are being transferred appropriately to insurance. Among others, he’s well-versed in errors and omissions (E&O), directors and officers (D&O), fiduciary, crime, and cyber liability insurance.

Outside of the office, Seth spends time contributing to the Family Office industry at large, including speaking at association events and conferences and contributing articles as a guest writer to industry magazines. In addition, he works as a family office advisor at the Family Business Center at University of St. Thomas, and serves on the Human Rights Commission for his hometown. When he’s not working Seth can be found at the family cabin with his wife and two children.

Julien Haccoun
Principal
Steinmauer Family

Julien Haccoun is a principal at Steinmauer Family, a French family office.................

More

Mr. Haccoun also manages Monceau Real Estate, the real estate investment arm of the family office. In this capacity, Mr. Haccoun is responsible for the company’s acquisition platform and capital markets efforts.

Mr. Haccoun is a Licensed Realtor and Certified General Contractor in the State of Florida. He is a graduate of Paris X University and the University of Chicago.

Brian Estes
CIO, Managing Partner
Off the Chain Capital

Brian Estes is the CIO and Managing Partner at Off the Chain Capital................

More

He has been a VC in blockchain for over 6 years and has advised, mentored and/or financed 4 blockchain companies that have a combined value of over $10B today. In addition to running blockchain asset funds, he teaches a blockchain and digital asset investing class at Washington University and Morgan State University’s Center of Blockchain and Financial Technology.

Prior to his immersion in blockchain, Brian was one of the top-ranked investment managers in the nation. Morningstar ranked his client’s performance between 2004-2014 in the top 1/10th of 1% of the Morningstar equity manager universe.

Anthony Scaramucci
Founder and Managing Partner
SkyBridge Capital

Anthony Scaramucci is the Founder and Managing Partner of SkyBridge Capital................

More

He is the author of four books: The Little Book of Hedge Funds, Goodbye Gordon Gekko, Hopping Over the Rabbit Hole (a 2016 Wall Street Journal best seller), and Trump: The Blue-Collar President.

Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman, LLC in 2001. Earlier, he was a vice president in Private Wealth Management at Goldman Sachs & Co.

n 2016, Scaramucci was ranked #85 in Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s “Entrepreneur of the Year – New York” Award in the Financial Services category. Anthony is a member of the Council on Foreign Relations (CFR), vice chair of the Kennedy Center Corporate Fund Board, a board member of both The Brain Tumor Foundation and Business Executives for National Security (BENS), and a Trustee of the United States Olympic & Paralympic Foundation. He was a member of the New York City Financial Services Advisory Committee from 2007 to 2012.

In November 2016, he was named to President-Elect Trump’s 16-person Presidential Transition Team Executive Committee. In June 2017, he was named the Chief Strategy Officer of the EXIM Bank. He served as the White House Communications Director for a period in July 2017.

Scaramucci, a native of Long Island, New York, holds a Bachelor of Arts degree in Economics from Tufts University and a Juris Doctor from Harvard Law School.

Arvind Narula
Social Entrepreneur Chairman & Founder
Urmatt Group

Arvind Narula, social entrepreneur, Chairman and founder of the Urmatt Group, is a pioneer of the organic agriculture industry in Thailand, Argentina, Myanmar and Laos................

More

He has also been an advisor to projects in Tanzania, Sierra Leone, India, and Brazil. Arvind has also founded food businesses in Sweden and Singapore.

In over three decades he has developed one of the world’s most successful contract farming models, including the largest organic crops operation, the largest organic eggs brand in Thailand, and most recently, an organic certified organic instant noodles operation. All with global sales.

He has invested in several innovative and successful projects in the field of agriculture and agricultural value added products. His impact-award winning group companies are focused on benefitting the poorest farmers through science and innovation, zero waste, and sustainability focus.

A past member of the YPO International Board, he also served as the chair for S.E. Asia.

Arvind speaks seven languages and graduated in Economics from Heidelberg and Paris and the Sasin Institute of the Chulalongkorn University.

Scott Amyx
Innovator
Entrepreneur

Mr. Amyx is an internationally recognized thought leader, venture capitalist, speaker and author on exponential technologies and the Fourth Industrial Revolution...............

More

He has appeared on TV, New York Times, TIME, Forbes, TechCrunch, TEDx, CIO, Washington Post, WIRED, Forrester, G20, European Commission, United Nations/ITU, Pew Research Center, Environmental Defense Fund and other major media. He is the author of Strive: How Doing the Things Most Uncomfortable Leads to Success, which has been endorsed by Tony Robbins, Forbes, Singularity University, Tribeca Film Festival and other

Mr. Amyx received the Cloud & DevOps World Award for Most Innovative and was voted as a top 10 Global Speaker by Speaking.com (2016) and The Sweeney Agency (2018). He is an IBM IoT Futurist, Tribeca Disruptor Foundation Fellow, Singularity University/ Smart City Accelerator Mentor and National Sloan Fellow/ Woodrow Wilson Fellow. He was also voted most influential leader in Smart Cities, IoT and exponential technologies by Inc. Magazine, Internet of Things Institute, HP Enterprise, and numerous institutions. In addition, Mr. Amyx has been nominated to the World Economic Forum as a committee member for the Future of the Internet.

Scott’s feature Wiley book Strive is available for order. Find out how doing the things most uncomfortable leads to success. Pioneering thought leader Scott Amyx shows anyone striving to succeed, regardless of who or where we are, what we do or have done for a living, or how young or old we are, that the secret to outstanding achievement is not talent but doing the things uncomfortable he calls “strive”.

Drawing on his own powerful story of an impoverished immigrant frequently told that he would mount to nothing, Amyx, now a celebrated venture capitalist and futurist, describes his meteoric rise from obscurity to prominence, which led to the hypothesis that what really drives success is not intellect, opportunities or even network but pursuing personal change that’s uncomfortable. In this book, Scott takes readers into his defining life moments and stories from some of the most unlikely individuals who persevered through change to become outrageously successful. He also mines fascinating insights from history and shows what can be gleaned from modern experiments in high performance.

Finally, he shares what he’s learned from interviewing dozens of high achievers—from corporate CEOs, unicorn startup entrepreneurs to global policy leaders. Strive shows how you can shape your life and your career, a life of fulfillment and joy, constantly creative and productive, one that always holds the possibility of delightful surprise.

Vianney Mathonnet
Director
Kappafrik Group

Vianney Mathonnet is the Director of Family of Kappafrik Group an Africa-focused Single Family Office.................

More

He worked widely across Sub-Saharan Africa in the energy, hospitality, and infrastructure sectors with a proven experience in management, private equity, and venture capital. In Central and Southern Africa, Mr. Mathonnet was in charge of internal auditing and cost optimization for multinational companies and managed various African profit centers with up to +400 employees. In West Africa, he spearheaded the expansion of the Kappafrik Group Family Office and lead several M&A and RTO.

He is a Director at the Board of multiple public and private companies all involved in private direct investments on the African continent such as the Impact Investment Cooperative, Kapower, and Reservoir Capital Corp. (REO.CN) investing in baseload clean power assets. Mr. Mathonnet is an advisor to Adalabs, a pan-African incubator specialized in Blockchain, AI, and smart technologies and has undertaken various investments in real estate, tourism, digital marketing, and micro-finance as an angel investor.

Mr. Mathonnet holds a BSc in Management and is a Certified Financial and Modelling Analyst.

Ella Chase Hyland
NextGen, Entrepreneur, Family Member
Wellth Works

At Wellth Works, we understand the challenges of navigating a complicated family dynamic, wealth transfer, and defining one’s individual identity..............

More

especially for the next generation of ambitious, intentional women. We seek to empower the rising generation with the tools and resources they need to communicate and bond with their families through connection and shared experiences, shared and evolving values, and a desire to cultivate a life of purpose, significance, and joy.

Michelle Langdon and Ella Chase Hyland established Wellth Works in 2016, after a year of intensive global research and development aimed at bringing global tools and resources to multi-generational Families of Influence. The Wellth Works team has deep, personal experience in multi-generational wealth, providing a unique vantage point to address challenges across the spectrum. Michelle is a G2 asset recipient and experienced the dynamics of building, growing, and ultimately selling a family business, as well as the consequences of such a decision. Ella is a G6 asset recipient from a hundred-plus-year family and has seen the burdens and blessing of complex, multi-generational preparation and transfer.

The team has a collective 25 years of experience in behavioral economics, diplomacy, international conflict resolution, negotiation, and closing multimillion-dollar deals with both Fortune 500 executives and billion-dollar privately held companies. Both founders deeply believe in experience through travel as a great equalizer and game changer for personal and professional enhancement. Collectively Ella and Michelle have traveled to over 90 countries enjoy sharing their insights and lessons learned to families and family offices of all sizes.

www.wellth-works.com

Michelle Langdon
NextGen, Entrepreneur, Family Member
Wellth Works

At Wellth Works, we understand the challenges of navigating a complicated family dynamic, wealth transfer, and defining one’s individual identity..............

More

especially for the next generation of ambitious, intentional women. We seek to empower the rising generation with the tools and resources they need to communicate and bond with their families through connection and shared experiences, shared and evolving values, and a desire to cultivate a life of purpose, significance, and joy.

Michelle Langdon and Ella Chase Hyland established Wellth Works in 2016, after a year of intensive global research and development aimed at bringing global tools and resources to multi-generational Families of Influence. The Wellth Works team has deep, personal experience in multi-generational wealth, providing a unique vantage point to address challenges across the spectrum. Michelle is a G2 asset recipient and experienced the dynamics of building, growing, and ultimately selling a family business, as well as the consequences of such a decision. Ella is a G6 asset recipient from a hundred-plus-year family and has seen the burdens and blessing of complex, multi-generational preparation and transfer.

The team has a collective 25 years of experience in behavioral economics, diplomacy, international conflict resolution, negotiation, and closing multimillion-dollar deals with both Fortune 500 executives and billion-dollar privately held companies. Both founders deeply believe in experience through travel as a great equalizer and game changer for personal and professional enhancement. Collectively Ella and Michelle have traveled to over 90 countries enjoy sharing their insights and lessons learned to families and family offices of all sizes.

www.wellth-works.com

Dominik von Eynern
Founding Member
Family Hippocampus

Dominik comes from a business family which is now in its 5th generation. ............

More

He holds a BSc in Economics and a MSc in finance, worked in the international investment banking industry and co-founded a family office.

His research on family dynamics is inspired by insights from cognitive neuroscience, behavioural economics, dynamic complex system theory and chaos theory.

Mitzi Perdue
Mrs. Frank Perdue
Author and Businesswoman

Mitzi Perdue knows that every family business has a culture..............

More

The question is, does this culture come about by design or by default? The ones that come about by default rarely support keeping the family business in the family across the generations. What can a family do to develop and strengthen a culture that will support their deepest goals and values? As a speaker,

Mitzi Perdue draws on the experience of her family of origin, the Henderson Estate Company which dates back to 1840 and was the forerunner of the Sheraton Hotels (her father was co-founder and president of the chain). She also looks to her marital family (she’s the widow of Frank Perdue from Perdue Farms) that began in 1920. In both cases, family members in each generation put enormous effort into creating and maintaining strong, values-based cultures. Her talks stem from her lifelong observations not only of how her two families have kept together over a combined total of 278 years, but she’s also closely observed how other high net worth families, often ones she’s known since childhood, created and continuously strengthen positive cultures. She’s also observed almost countless cases where families that lacked a supportive culture failed spectacularly. As a businesswoman herself, Mitzi founded CERES Farms, a major supplier of wine grapes to Joel Gott, Robert Mondavi, Kendall Jackson, Gallo, McManis, Sutter Home, and the Wine Group.

She was a syndicated columnist for 22 years, and her weekly environmental columns were distributed first by California’s Capitol News and later, by Scripps Howard News Service, to roughly 420 newspapers. Most recently Mitzi authored 52 Tips for Combating Human Trafficking. She’s the founder of the Global Anti-Trafficking Auction.

Scott K. Choppin
CEO, Founder
The Urban Pacific Group

Scott Choppin is the CEO and Founder of The Urban Pacific Group of Companies................

More

.... a Long Beach, CA-based real estate development company, founded in 2000, that focuses exclusively on workforce rental housing communities throughout California and the western US. Urban Pacific has created a new housing innovation called Urban Town House (UTH), which pairs private capital with middle income multi-generational rental housing, while producing market superior yields on invested equity. Historically, Urban Pacific’s UTH projects have delivered 22.66% programmatic IRR yields on equity.

With over 35 years in the development business, Scott is a leader in the field, and is a regular contributor to major media outlets throughout the nation. Scott has been published in Forbes Magazine, GlobeSt.com, Los Angeles Times, Builder Magazine, Affordable Housing Finance, Affordable Housing News, and most recently, the cover and feature article about the UTH housing model in Multi-Family Executive magazine.

Scott and his wife Becky have been happily married and together for 27 years, and are raising their 3 kids in Long Beach, CA - Sean Patrick 19, Dylan 16, and Jenna 13. Scott and Becky’s three kids are the 4th generation of the Choppin family in Long Beach.

Hon. Claudine Schneider

Congresswoman, businesswoman and consultant

The Honorable Claudine Schneider (R.-RI) Congresswoman, businesswoman and consultant...............

More

Author of the first and only revenue neutral Global Warming Prevention Act (A Roadmap); Co-Founder of Energia Global (Costa Rica) and consultant - enlisted 50 Fortune 500 Corporations to reduce their greenhouse gases; ESG Advisor to utilities & others.

Feisal Alibhai
Founder and CEO
Qineticare

Feisal Alibhai, is the founder and CEO of Qineticare, the world ’s first ‘family health office’, basedin Hong Kong..............

More

At the peak of his entrepreneurial success at age 35, while employing more than 10,000 people in 15countries, he was diagnosed with stage 3 cancer. Coming within an inch of his life, he recognized that to recover, remain in remission, and thrive, he needed to immerse himself in a multidimensional approach to health. This experience taught him that, irrespective of education and wealth, unexpected health issues are rarely handled well.

For the past 12 years, Feisal has enjoyed a state of wellbeing beyond anything he experienced in the past—a quality of life we all deserve. Initially set up to service Feisal’s immediate and extended families, Qineticare is now a multi-family health office servicing families around the world.

Feisal was born in DRC, raised in Belgium, finished schooling in Canada, and graduated from the Wharton School.

Mitch Baruchowitz
Founder, Managing Member
Merida Capital Holdings

Mr. Baruchowitz, Founder and Managing Member of Merida Capital Holdings, has nine years of experience in the state-legal cannabis industry and is considered a national expert in the diverse licensing regimes governing each state...............

More

His cannabis career began in assisting Colorado-based legal cultivators to structure state compliant capital transactions and analyzing the legal cannabis market in order to develop an optimal business strategy for their operations. After several years of work with Colorado companies, he co-founded Theraplant, LLC where he architected the highest scoring application in Connecticut’s highly selective licensing process. In 2014, he cofounded LeafLine Labs, LLC, which was one of only two Minnesota companies to win a license to cultivate and dispense cannabis in extracted form. Mr. Baruchowitz has also founded Laurel Harvest Labs, a Pennsylvania state-approved clinical registrant holding both a medical marijuana grower/processor and dispensary permit in conjucntion with its contracted research partner, along with its contracted academic clinical research partner, Lewis Katz School of Medicine at Temple University.

Overall, Mr. Baruchowitz has over 20 years of experience in the legal and finance fields. He is the former Associate General Counsel and Chief Compliance Officer of publicly traded MarketAxess. He was also the General Counsel of investment banking boutique Pali Capital, which had revenues of nearly $200 million and 200 employees when he was appointed in late 2009 by the Board to lead the restructuring and wind-down of the company. Since 2010, he has led numerous public and private offerings, assisted in the formation and funding of several credit funds and a $60 million REIT while the Head of Investment Banking of ACGM, Inc. and at Cavu Securities.

Mr. Baruchowitz is a graduate of Brandeis University and Boston University School of Law. He is a member of the New York and Massachusetts Bars and formerly held FINRA 7, 24, 63 and 79 licenses. He currently sits on the Boards of New Frontier Data and Manna Molecular Sciences.

Catherine Shiang
Managing Director
Asia Capital Advisor, Ltd Family Office

Catherine serves as Managing Director at Asia Capital Advisor, Ltd., a single family office, for the past 12 years...............

More

In this capacity she has participated in transactions from various roles, limited partner, principal and advisor with venture capital, private equity, mergers & acquisitions and long short hedge funds including: Projects of Energy Investments Corp (Panama), Sands China, Ltd. (Macau), Frontier Resource Group (then privately held, now listed on SEHK), Starr International Co. Inc. (Asia), Dragon Capital Group (Vietnam), Vision Investment Management (Hong Kong) in strategic developments and Equinox Group (Nigeria). She has served as a member and observer on various boards of portfolio interests, and has been seconded time to time to various organizations in special situations: She was Special Advisor to the Chairman of Equinox Group, a Nigerian based resource and real estate corporation on in bound investment projects; Special Advisor to the CEO of Sands China, Ltd., Special Advisor to the Deputy CEO of UC Rusal during their dual listing on the Securities Exchange of Hong Kong and NYSE-Euronext Paris Exchange, and Autorité des Marchés Financiers building out their compliance and institutional investor and retail programs; and Executive Advisor to the Chairman at Prudential Corporation Asia she advised on the proposed acquisition of $1.3Bn AIG Global Investments Asia Real Estate Fund portfolio.

Catherine holds a Bachelor of Arts from the University of California, Berkeley, in political science with minor in biochemistry, and Juris Doctor from Georgetown University Law Center with election to The Tax Lawyer as Associate Editor. Catherine is admitted to the New York State Supreme Court’s Appellate Division, First Department, and U.S. Federal District Court for the Southern District of New York and the State Bar of California.

Mike Hennessy
Senior Advisor & Partner
Unbounded Capital

Mike Hennessy is an early stage investor with experience in Direct Sales, Alliances, SaaS, Business Development, and Venture Capital...............

More

He co-founded PuenteLabs, an organization helping the best Latin American companies and entrepreneurs scale their businesses.

He has served as a mentor, advisor, or investor to over 50 startups from the US, Europe, and Latin America including Ustream, Violin Memory, Cornershop, Mosaic, Wireline.io, MetalPay, CargoX, and Endeavor. Acquiring companies include IBM, Uber, LinkedIn, CBS, Hitachi, Rakuten, Groupon, and IPO.

Rob Catalanello
Co-CEO
B2C2

Rob is Co-CEO of B2C2................

More

Prior to joining the firm in 2019, he ran Hibernia Metallum, a consulting firm advising major financial institutions on the set-up, structure and day-to-day operation of capital markets, cryptocurrency and blockchain businesses in the United States.

Previously, Rob spent over 25 years building and managing global businesses at investment banks, most recently Credit Agricole where he was head of fixed income market sales – Americas (2012-2016) and head of foreign exchange – Americas (2006-2012). During this time, he led the bank’s Dodd-Frank and MiFID regulatory programmes in the Americas. He also served on the Federal Reserve Bank of NY FX Markets Committee (2008-2016) and was Chairman of the Chief Dealers Working Subcommittee and Market Risk Subcommittee.

Earlier roles include global head of foreign exchange sales at Merrill Lynch (2002-2006) and vice president, foreign exchange sales at Goldman Sachs (1996-2002). Rob holds an MBA from the University of Pennsylvania Wharton Graduate School of Business (1993), with a concentration in Finance and Statistics, and a BA in Electrical Engineering from Villanova University (1986), with a minor in Mathematics.

Richard Beleutz
Founder & Chief Executive Officer
AIR Asset Management

Richard Beleutz is AIR Asset Management's Founder and Chief Executive Officer and is responsible for overseeing the firm's strategic direction and driving growth.................

More

Mr. Beleutz is also the Chair of the firm’s Executive Committee. He has over 25 years of experience in various capacities in the investment industry. He has closed over $1B in transactions for companies and investment products, has extensive deal experience in private equity and investment banking, and has an operations background as a former principal of three hedge funds. Mr. Beleutz has a well-established track record in the life settlements space, which began in 2006 when he eventually launched his first life settlement hedge fund in conjunction with a life settlement brokerage business and a life expectancy company. He also has a background in life insurance and annuities that dates back to 1993, when he began his career as a financial advisor with Ameriprise.

Mr. Beleutz is considered a thought leader in the alternative investment space and actively participates in industry interviews and conferences. He earned a Bachelor of Arts in Economics from the University of Michigan and holds Series 7, 9, 10, 24, 63, and 79 securities registrations.

Matt Hawkins
Founder, Managing Principal
Entourage Effect Capital

Matt Hawkins is the founder and managing principal of Entourage Effect Capital (EEC), formerly known as Cresco Capital Partners, a venture capital firm focused specifically on investing in the legalized cannabis industry................

More

Since 2014, the firm has made close to 70 investments invested out of two funds, co-investment vehicles and special purpose entities. EEC is one of the longest tenured, largest and most respected cannabis investment firms in the United States. Prior to the founding of EEC, he was a partner and President of a private real estate investment company which acquired REO and NPL from banks and financial institutions across the country, with particular interest in multifamily residential and self-storage assets. The company completed more than 55 bank-direct acquisitions, deploying over $500MM of capital since Q4 2008. In 2013 alone, the company bought close to 10,000 Class B and Class C value-add multifamily units across the Sunbelt of the United States.

At the end of 2013, Matt and his partners sold their interest. Prior to this, Matt was a Principal/ Co-founder of San Jacinto Partners, a fund focused on the bulk acquisition of single family residential assets and the Managing General Partner of Adjacent Capital, L.P., a private equity/specialty lending fund. He was earlier affiliated with Treadstone Partners, L.L.C., a distressed debt and equity fund. He has an extensive background in both turnaround management and private equity.

Prior to joining Treadstone and forming Adjacent Capital and San Jacinto Partners, was associated with Hull & Associates, a regional turnaround management firm. Matt is a graduate of The University of Texas at Austin.

John Trammell
Managing Director, Global Strategic Relationships
Symphony Financial Partners

John Trammell is with Symphony Financial Partners as Managing Director, Global Strategic Relationships. Symphony is a Tokyo based Japanese deep value equity investor................

More

John is currently on the board and a past President of the NY Episcopalian Diocesan Investment Trust. Trammell also serves on the Investment Committee of Episcopal Diocese of New York, is a member of the Investment Committee of Somerset Hills Learning Institute and St. James Parish. He is also a past member of the Advisory Board at Tiedemann Investment Group.

He was previously the Global Co-Head of Asset Management at Cantor Fitzgerald Investment Advisors from December 2011 until 2015. Prior to joining Cantor, Mr. Trammell was the CEO of Cadogan Management, LLC, an asset management firm, a position he held from September 2007. Prior to joining Cadogan, he spent seven years at Investor Select Advisors, a hedge fund investment platform, where he served as the Chief Executive Officer. Mr. Trammell joined Investor Select Advisors from Argonaut Capital Management in New York, a global macro hedge fund, where he was Chief Operating Officer. Mr. Trammell began his career with the Hudson Institute, a New York-based think tank, where he served as a primary economic research assistant to Herman Kahn, the founder and a noted strategist. Mr. Trammell received a BA in History and Economics from DePauw University and studied at Waseda University in Tokyo, Japan.

Mr. Trammell has also spent time as a MD / Institutional Sales with Solovis, LLC., an institutional money management and analytics software platform. Prior to Solovis, Mr. Trammell was a member of the management committee at Novus Partners, a financial technology firm utilizing both public and private data for portfolio analytics.

Mr. Trammell is the co-author of several books and has written numerous articles for publication.

Leopold Feiler
Managing Director
Global Energy Storage (GES)

Leopold Feiler is a serial entrepreneur in the fields of strategic marketing, digitalization and renewable energy................

More

He conceptually designed and realized countless successful and award winning marketing campaigns and sales activations for international brands and companies. As a Futurist and Blockchain enthusiast since the early days he is consulting companies on digital transformation processes and guides on impact and business models of upcoming technologies.

Currently, Mr. Feiler is focussing on the energy sector; as cofounder of a company aiming to disrupt energy markets worldwide by revolutionizing and shaping the future of renewable energy implementation with smart utility scale energy storage systems to realize sustainable smartgrids.

Jenny Renton
Investment Director
Ruffer LLP

A partner, she joined Ruffer in 2013. She leads Ruffer’s US team and co-manages the Ruffer Absolute Master Fund and Charity Assets Trust...............

More

......alongside managing a number of separately managed accounts for endowments and foundations. Prior to joining Ruffer, Jenny worked with oil and gas companies on their corporate and financial strategies before joining the Fund Team at Ingenious Investments, an alternatives investment house.

She is a CFA Charterholder.

Bill Wooditch

Entrepreneur

After spending a year at a dead-end job with a foreclosed future, Bill Wooditch created his renowned "Always Forward" mindset...............

More

......and forged his way from the impoverished backwoods of western Pennsylvania to create a multi-million-dollar company, which he continues to lead today.

e is the author of "Always Forward" and "Fail More," a Wall Street Journal bestseller. The hard-won lessons he shares in his books and keynotes are designed to shorten the distance between where you are now and where you are determined to go in the future. Bill is a messenger with a track record of credibility who has worked with hundreds of employees in various industries. His energy is infectious, the topics relatable, and their application possible. He is compelled to develop a platform that will provide for the betterment of people who are willing to invest in themselves.

Leif Hartwig
CEO and Founder
WealthVP

Leif Hartwig draws on over 30 years of experience in the software and financial service industries. ................

More

His latest software endeavor, WealthVP, matches qualified companies seeking capital with family offices.

Mr. Hartwig has built enterprise software companies including SquadPod. As a Senior Vice President Financial Advisor, Leif developed and taught a post graduate level course on investment policies, asset allocation, and next-generation wealth transfer for high-net worth families. Leif also founded and launched TruQuest Corporation, a corporate coaching program, that helped generate billions of dollars in revenues for companies including, State Farm, Nationwide, and Prudential. Additionally, Leif has raised over $200 million from private investors.

Leif earned the Sterling Award in Scottsdale as the Best Small Business in 2017 and the prestigious Aragon Award for Best Innovative Software Collaboration Company in the US 2016. Leif served as Chairman of the Board for The American Heart Association in Tucson, AZ, and as a board member for the Tucson Medical Foundation. Leif has a BS degree in Business Administration from the University of Arizona.