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We cultivate a 3-way ecosystem for
Affiliate Partners Companies Investors Affiliate Partners Companies Investors to
raise capital conduct secondaries execute M&A transactions raise capital execute
M&A transactions conduct secondaries source, diligence, and invest
leveraging our infrastructure, NEXUS
technology and community.

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210+ INVESTMENT OPPORTUNITIES

venture
capital


venture capital

29 Managers
70 Direct Deals

private
equity


private equity

15 Managers
13 Direct Deals

private
credit


private credit

20 Managers
7 Direct Deals

real
estate


real estate

26 Managers
26 Direct Deals

infra-
structure


infrastructure

Coming soon


hedge
funds


hedge funds

25 Managers


long-
only


long-only

1 Managers


public
companies


public companies

Coming soon


venture capital

29 Managers
70 Direct Deals

private equity

15 Managers
13 Direct Deals

private credit

20 Managers
7 Direct Deals

real estate

26 Managers
26 Direct Deals

infrastructure

Coming soon


hedge funds

25 Managers


long-only

1 Managers


public companies

Coming soon


venture capital

29 Managers
70 Direct Deals

private equity

15 Managers
13 Direct Deals

private credit

20 Managers
7 Direct Deals

real estate

26 Managers
26 Direct Deals

infrastructure

Coming soon


hedge funds

25 Managers


long-only

1 Managers


public companies

Coming soon


venture capital

29 Managers
70 Direct Deals

private equity

15 Managers
13 Direct Deals

private credit

20 Managers
7 Direct Deals

real estate

26 Managers
26 Direct Deals

infrastructure

Coming soon


hedge funds

25 Managers


long-only

1 Managers


public companies

Coming soon





THE NEXUS
OF CAPITAL AND
OPPORTUNITY™

Active

investment

opportunities

240+

Investors
Investors

Our APs help investors source and analyze unique investment opportunities in
primary and secondary markets

Active

investment

opportunities

240+
+ MORE

APs supported

on the platform

100+

Affiliate
Partners
Affiliate
Partners

A diverse and talented community of investment bankers and placement agents who
help companies strategically connect with investors

100+

APs supported

on the platform

MORE +
$9B+

Capital

raised


Companies
Companies

Our APs help operating companies and asset management firms raise capital and
achieve other strategic objectives

$9B+

Capital

raised

MORE +

NEXUS
NEXUS

NEXUS is our technology operating system that supports the entire capital
markets lifecycle between APs, companies and investors

Affiliate Partners

A diverse and talented community of investment bankers and placement agents who
help companies strategically connect with investors

APs supported

on the platform

100+
Companies

Our APs help operating companies and asset management firms raise capital and
achieve other strategic objectives

$9B+

Capital

raised

Investors

Our APs help investors source and analyze unique investment opportunities in
primary and secondary markets

Active

investment

opportunities

240+
NEXUS

NEXUS is our technology operating system that supports the entire capital
markets lifecycle between APs, companies and investors

VALUE PROPOSITION


WE HAVE THE INFRASTRUCTURE, TECHNOLOGY AND
COMMUNITY FOR YOU TO ACHIEVE YOUR GOALS

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Broker-Dealer Services

Collaboration

Sales Management

Investment Offering Marketplace

Email Marketing Services

Data

Supporting Foundation

Identify Talent

Infrastructure

Sales Management

Data

Sourcing & Diligence

Infrastructure

Collaboration

BROKER-DEALER SERVICES

 * Best-in-class infrastructure with a highly experienced team and deep RegTech
   integration in NEXUS
 * FINRA member firm and SEC registered broker-dealer for >20 years with a
   strong legal and compliance foundation to support a wide range of activities
   in domestic and international markets
 * Client onboarding support through the contracting and due diligence process
   with clean workflows and expert guidance
 * Transaction close-out process managed through NEXUS, integrating legal,
   compliance, and accounting frameworks
 * Direct coordination with clients to reconcile transactions, calculate fees,
   collect payments, calculate payouts and report on all accounting

COLLABORATION

 * Collaborative ecosystem of APs who leverage origination and distribution
   synergies across the platform to expand their businesses
 * Ever-growing community of APs who bolster the platform’s origination and
   distribution capabilities across various asset classes, investor
   demographics, and geographies
 * Platform-wide and sub-community calls & events
 * APs and live mandate profiles in NEXUS to help identify synergies with
   intelligent analytics and filtering
 * Cross-marketing facilitation in NEXUS to form AP-to-AP agreements and approve
   investor lists for each client
 * Pipeline management tools to provide mandate originators real-time
   transparency into a collaborator’s pipeline, sales activity, and transactions
 * Best practice guides to optimize outcomes

SALES MANAGEMENT

 * NEXUS tools to track pipelines, client approvals, sales activity, and
   transactions
 * Reporting tools built into the system to update salespeople and clients
   real-time with customizable filters and reports
 * Coming Soon: Collaboration tools with clients and investors on our upcoming
   Client and Investor Portals

INVESTMENT OFFERING MARKETPLACE

 * Content management tools for live mandates in NEXUS to attract potential
   distribution partners
 * Database of potential investment offerings across the platform to identify
   distribution opportunities
 * Coming Soon: Investor Portal with interactive tools to interface with
   pre-existing relationships and generate new leads

EMAIL MARKETING SERVICES

 * NEXUS tools to create email campaigns and dynamically manage distribution
   lists
 * Ability to track open and click engagement tied to your pipeline

DATA

 * Proprietary community-sourced data model with read/write access for APs to
   work on an incredibly robust and constantly improving database
 * Private sales engagement data with intelligent exceptions for opt-in
   collaboration
 * Onboarding facilitation to quickly integrate into the system
 * Publicly available information continually scrubbed by the data team

SUPPORTING FOUNDATION

 * High-quality onboarding, support and training
 * Training guides and videos
 * Best-in-class technology and data security framework on NEXUS

IDENTIFY TALENT

 * Platform for sourcing the best investment bankers or placement agents to help
   you raise capital, sell your business or conduct other strategic initiatives
 * Benefit from APs collaborating across the platform to expand your
   distribution efforts and reach a more diverse universe of investors

INFRASTRUCTURE

 * Best-in-class legal, compliance, accounting, and due diligence infrastructure
   to support your activity
 * Seasoned team of professionals managing our infrastructure who regularly
   analyze complex commercial and regulatory frameworks to maintain a stable and
   nimble platform
 * Operational excellence and optimal use of process and technology built into
   NEXUS to manage workflows consistently and efficiently

SALES MANAGEMENT

 * APs who work smarter and faster for clients using NEXUS
 * Real-time transparency into pipelines, sales activity, and transactions
 * Workflows for streamlining project management
 * Email marketing services for APs to run your sales campaigns

DATA

 * Proprietary community-sourced data model with read/write access for APs to
   work on an incredibly robust and constantly improving database
 * Robust investor data for APs to identify your best prospects and obtain
   actionable insights to close deals

SOURCING & DILIGENCE

 * Coming Soon: Investor Portal to source and diligence high-quality investment
   opportunities

INFRASTRUCTURE

 * Professional counterparties with best-in-class legal, compliance, accounting,
   and due diligence infrastructure

COLLABORATION

 * Tools to help our APs and clients engage with you to support your investment
   process

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Play full video, 2:03


WE HAVE A DIVERSE COMMUNITY OF
AFFILIATE PARTNERS

Our Affiliate Partners are trusted investment banking and placement agent teams
who originate and distribute deals both individually and collaboratively.

81 All 49 venture
capital 41 private
credit 47 real
estate 37 hedge
funds 47 private
equity 19 infrastructure
Select an Asset Class
 * all
 * venture capital
 * private credit
 * real estate
 * hedge funds
 * private equity
 * infrastructure


Los Angeles, CA

New York, NY

Atlanta, GA

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New York, NY

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Washington, D.C. & Chicago, IL

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Brooklyn, NY

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New York, NY

Tampa Bay, FL

Denver, CO

New York, NY

New York, NY

New York, NY

Indianapolis, IN

San Diego, CA

New York, NY

West Palm Beach, FL

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Boston, MA

San Diego County, CA

New Canaan, CT

New York, NY

Hollywood, FL

Dallas, TX

New York, NY

New York, NY

Boulder, CO

San Diego, CA

New York, NY

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Miami, FL

Toronto

Zichron Ya'akov, Israel

Victor, NY

Madison, CT

New York, NY

New Orleans, LA

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Boston, MA

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San Francisco, CA

Springfield, NJ

McLean, VA

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Atlanta, GA

Cleveland, OH

Dallas, TX

Great Falls, VA

Cohasset, MA

Houston, TX

Darien, CT

Mexico City, Mexico

McKinney, TX

New York, NY

New York, NY

San Diego, CA

San Francisco, CA

Chicago, IL

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Princeton, NJ

New York, NY

Madison, NJ

LATEST NEWS
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Jun 05, 2024


EVAN H. KATZ OF CRAWFORD VENTURES, INC., JOINS STONEHAVEN’S AFFILIATE PLATFORM.

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Jun 03, 2024


KEVIN CONSTANTINE JOINS AS STONEHAVEN'S MANDATE OPERATIONS COUNSEL

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May 29, 2024


JOEL SIMKINS OF XST CAPITAL GROUP, LLC, JOINS STONEHAVEN’S AFFILIATE PLATFORM.

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Apr 30, 2024


ANDREI GHEORGHE OF RAMANA CAPITAL, JOINS STONEHAVEN’S AFFILIATE PLATFORM.

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Apr 22, 2024


ADAM KNELLER OF CAPITAL FORMATION PARTNERS, JOINS STONEHAVEN’S AFFILIATE
PLATFORM.

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Apr 18, 2024


THE JOURNEY FROM IN-HOUSE FUND MARKETER TO PLACEMENT AGENT

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Apr 11, 2024


BRANDON CROMBEEN OF GREYBROOK SECURITIES, JOINS STONEHAVEN’S AFFILIATE PLATFORM.

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Apr 08, 2024


CHRISTIAN WOOD, MANAGING PARTNER OF RIVERVIEW CAPITAL PARTNERS, JOINS
STONEHAVEN’S AFFILIATE PLATFORM

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Apr 08, 2024


JOHNNY RUIZ, PARTNER OF RIVERVIEW CAPITAL PARTNERS, JOINS STONEHAVEN’S AFFILIATE
PLATFORM

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Apr 02, 2024


JOHN "WALLY" SULLIVAN OF SUPPER ISLAND CAPITAL, JOINS STONEHAVEN’S AFFILIATE
PLATFORM

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LATEST NEWS

 * Jun 05, 2024
   
   
   EVAN H. KATZ OF CRAWFORD VENTURES, INC., JOINS STONEHAVEN’S AFFILIATE
   PLATFORM.
   
   read more

 * Jun 03, 2024
   
   
   KEVIN CONSTANTINE JOINS AS STONEHAVEN'S MANDATE OPERATIONS COUNSEL
   
   read more

 * May 29, 2024
   
   
   JOEL SIMKINS OF XST CAPITAL GROUP, LLC, JOINS STONEHAVEN’S AFFILIATE
   PLATFORM.
   
   read more

SEE ALL NEWS
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roles within buy-side firms, executing diverse responsibilities. Mr. Lee
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advisory distribution for Neuberger Berman, and diligently developed his
practice with Wells Fargo Investments in Beverly Hills,
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expert strategic guidance, preparation for institutional engagement, and access
to institutional equity capital. Admiral\u2019s services range from financial
modeling and analysis to strategic advisory and equity capital formation. The
Company\u2019s approach seeks to harness the power of its broad network of
institutional investor relationships, ensuring it matches its clients with the
ideal capital partners and solutions tailored to their unique needs.
Admiral\u2019s expertise spans a diverse range of property types, both
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guiding executives through pivotal strategic and investment decisions. His
efforts have contributed to over $25 billion raised in institutional capital for
a diverse real estate clientele, ranging from large public REITs to private,
closely-held sponsors across all property
types.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Before
establishing Admiral Real Estate Advisors, Mr. Lesnick served as a Vice
President in Truist\u2019s Real Estate Corporate and Investment Banking group,
focusing on REIT investment banking and private capital advisory. His prior
roles include positions in investment banking and equity research at Baird, D.A.
Davidson, and Capital One, where as a Director and Senior Equity Research
Analyst he led coverage of Apartment, Industrial, Office, and Student Housing
REITs.\u00a0
","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Lesnick is a CFA charter holder and member of the CFA
Institute.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Lesnick earned a BBA from Emory University\u2019s Goizueta Business School,
graduating with Honors in
Finance.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Lesnick currently lives in Atlanta, GA with his wife and two
sons.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Lesnick holds series 7, 63, 79, 86 and 87 registrations with
FINRA.","spans":[{"start":65,"end":70,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":"real-estate"}]}},{"id":"ZPW49xEAAC0AY7vP","uid":"amanda-rice-consulting","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZPW49xEAAC0AY7vP%22%29+%5D%5D","tags":[],"first_publication_date":"2023-09-05T15:12:55+0000","last_publication_date":"2023-09-05T15:12:55+0000","slugs":["amanda-rice-consulting"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"ZPdFXhEAAC4AalfZ","link_type":"Media","name":"Amanda
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Rice is the Chief Executive Officer of Amanda Rice Consulting, LLC.
","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Amanda
Rice Consulting focuses efforts on capital-raising activities for a wide array
of alternative investment managers. As the CEO of Amanda Rice Consulting, Ms.
Rice utilizes her expertise in business development, finance, and analytics to
offer strategic guidance and solutions to alternative asset managers. Throughout
her extensive 20-year career in the finance industry, she has cultivated strong
connections with investors, clients, and partners across various verticals and
regions.
","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Ms.
Rice also held the role of Director of Investor Relations and Business
Development at both Maltese Capital Management and Amici Capital. In these
positions, she successfully secured capital, expanded the client base, and
bolstered the firms\u2019 respective reputations and brands. Additionally, she
has acquired valuable experience in the pharmaceutical and banking sectors,
honing her skills in communication, negotiation, and problem-solving. She is
deeply committed to delivering exceptional value and service to her clients and
partners, continuously seeking opportunities for growth and development within
her area of expertise. Emphasizing the importance of collaboration, she believes
in empowering diverse and talented teams to achieve their aspirations and unlock
their full
potential.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"In
2017, utilizing her network and extensive personal & professional experience,
Amanda founded The Chick Mission\u00a0\u2014 a non-profit organization dedicated
to changing the lives of women newly diagnosed with cancer in real time. The
organization is focused on educating patients about the effects of cancer
treatment on fertility, providing need-based grants to hundreds of women to
cover the cost of egg freezing and they are very active in advocacy efforts to
change the landscape for young adults with cancer. In all her endeavors, Amanda
tackles problems in full force and finds
solutions.","spans":[{"start":96,"end":113,"type":"em"},{"start":96,"end":114,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.thechickmission.org"}}]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Ms.
Rice holds a Bachelor\u2019s degree in Finance from Tulane
University.","spans":[]},{"type":"paragraph","text":"\n Ms. Rice currently holds
Series 7 and 63 registrations with
FINRA.","spans":[{"start":62,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]},{"type":"paragraph","text":"\u00a0","spans":[]}]}],"affiliate":[{"category":null}]}},{"id":"ZLZ3ehEAACoAJWis","uid":"anchor-capital-securities-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZLZ3ehEAACoAJWis%22%29+%5D%5D","tags":[],"first_publication_date":"2023-07-19T15:15:26+0000","last_publication_date":"2023-07-19T15:38:12+0000","slugs":["anchor-capital-securities-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"ZLZ3JBEAACgAJWcl","link_type":"Media","name":"1605800160314.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/2b9c2de8-ed43-4b9e-9ffc-665246783a03_1605800160314.jpg?auto=compress,format","size":"4905","height":"200","width":"200"},"name":[{"type":"paragraph","text":"Anchor
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LLC","spans":[]}],"location":[{"type":"paragraph","text":"New York,
NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Venture Capital
and Direct
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Okun","spans":[]}],"tag":[{"type":"paragraph","text":"Managing
Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/jimokun\/","spans":[]}],"photo":{"id":"ZLZ4FREAACoAJWti","link_type":"Media","name":"Jim
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Jim Okun is a Managing Partner at Anchor Capital Securities,
LLC.","spans":[]},{"type":"paragraph","text":"Anchor Capital Securities, LLC
offers services for investment capital for disruptive startups and
founders\u00a0aiming to scale. They leverage an extensive network of private
investors and industry leaders to connect\u00a0founders with the capital and
expertise necessary to grow in the modern
economy.","spans":[]},{"type":"paragraph","text":"Mr. Okun has held positions as
the Director of QW Ventures and Strategas Securities. Additionally, he has
served as a Senior Examiner at FINRA. Through his diverse experiences, Mr. Okun
has worked with investors by providing clarity in a rather opaque market. He
works to always provide a premier level of client service by assisting investors
and shareholders in navigating the private (pre-IPO) market. He focuses on
providing liquidity discreetly and efficiently to shareholders of privately held
companies while delivering unique access to pre-IPO deal flow to his
institutional investor client base.","spans":[]},{"type":"paragraph","text":"Mr.
Okun also provides institutional investors with opportunities to transact in
private shares in late-stage venture-backed
companies.","spans":[]},{"type":"paragraph","text":"Mr. Okun holds both
Bachelor\u2019s and Master\u2019s Degrees in Accounting from Wagner College. He
also played professional lacrosse for the Chesapeake
Bayhawks.","spans":[]},{"type":"paragraph","text":"Mr. Okun holds the series 7,
24, and 63 licenses with
FINRA.","spans":[{"start":54,"end":59,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]}],"affiliate":[{"category":null}]}},{"id":"YjBajBIAACIAu4Ku","uid":"arboreal-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YjBajBIAACIAu4Ku%22%29+%5D%5D","tags":[],"first_publication_date":"2022-03-15T10:47:41+0000","last_publication_date":"2023-06-22T07:54:43+0000","slugs":["arboreal-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"YvFZlRIAAC0AAMj5","link_type":"Media","name":"Arboreal.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/5f6bea68-47f9-49bd-914e-07c3d5abeb1c_Arboreal.png?auto=compress,format","size":"228323","height":"234","width":"1440"},"name":[{"type":"paragraph","text":"Arboreal
Capital LLC","spans":[]}],"location":[{"type":"paragraph","text":"Sandy,
UT","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Direct
deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/www.arborealcap.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Sean
Lenz","spans":[]}],"tag":[{"type":"paragraph","text":"Co-Founder and Managing
Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/slenz\/","spans":[]}],"photo":{"id":"YjBYihIAACAAu3pd","link_type":"Media","name":"linkedin
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Sean Lenz is a Co-Founder and Managing Director of Arboreal Capital
LLC.\u00a0Mr. Lenz specializes in raising institutional capital for real estate
sponsors, real estate projects, and other real asset investment
opportunities.\u00a0He also specializes in raising capital for social and
environmental impact opportunities.","spans":[]},{"type":"paragraph","text":"In
Mr. Lenz\u2019s previous roles as a senior member of the real estate investment
banking groups at Sutter Securities, Salem Partners, Cantor Fitzgerald, and BMO
Capital Markets, Mr. Lenz has advised senior management teams on over $10
billion in merger, reverse merger, and divestiture transactions and more than
$10 billion in debt and equity financings for public and private REITs, private
real estate operators and developers and funds. Transaction experience has
included initial public offerings, follow-on offerings, senior and subordinated
notes, proprietary loans, and in excess of $5 billion in private capital raising
assignments, his primary focus. Mr. Lenz has covered all sectors within the real
estate space as well as infrastructure (including buy-side acquisition and asset
management experience) and energy assets. Mr. Lenz began his career as an
Analyst in Wachovia Securities\u2019 Real Estate Corporate Finance Group (Wells
Fargo).","spans":[]},{"type":"paragraph","text":"Mr. Lenz graduated cum laude
from the University of Richmond with majors in Finance and Leadership Studies.
Mr. Lenz is also a Chartered Financial Analyst
(CFA).","spans":[]},{"type":"paragraph","text":"Mr. Lenz and his wife Jennifer
live near Salt Lake City, Utah where he enjoys skiing in the winter and mountain
biking in the summer months.","spans":[]},{"type":"paragraph","text":"Mr. Lenz
currently holds Series 79, 7, and 63 registrations with
FINRA.","spans":[{"start":65,"end":70,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]}]},{"name1":[{"type":"paragraph","text":"James
Magowan","spans":[]}],"tag":[{"type":"paragraph","text":"Co-Founder and Chief
Executive
Officer","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/james-magowan-364441\/","spans":[]}],"photo":{"id":"YuqXfBEAAC0AhZRx","link_type":"Media","name":"Arboreal
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James.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/012cf665-1bc8-4026-a7de-73f406102f0d_Arboreal+-+James.png?auto=compress,format","size":"252353","height":"500","width":"500"},"description1":[{"type":"paragraph","text":"Mr.
James Magowan is a Co-Founder and Managing Director at Arboreal Capital. Mr.
Magowan leads efforts to finance ESG qualified companies and projects across
real assets (real estate, low carbon energy, infrastructure, forestry), resource
efficiency, and financial services.\u00a0 He recently served as Co-Founder and
interim CEO of Arboreal BV, a reforestation company that employs a biodiverse,
permanent model to maximize carbon sequestration and landscape ecosystem
restoration at scale.\u00a0 ","spans":[]},{"type":"paragraph","text":"Through
Arboreal Capital and his previous roles at Sutter Securities, Security Research
Associates, and Johnson Capital, Mr. Magowan has invested in, originated,
structured, and capitalized companies in the sectors of renewable energy,
resource conservation, healthcare, technology, cyber security, financial
services, and real assets.\u00a0 Mr. Magowan has previously served as a
strategic consultant to investors including The World Bank\/IFC, Inter-American
Development Bank, and the Swiss Fund for Emerging Markets.\u00a0
","spans":[]},{"type":"paragraph","text":"Mr. Magowan serves on the Board of
Directors of Merchants National Properties (owners of Marx Realty), a vertically
integrated real estate and investment company controlled by the Merrill, Lynch,
and Marx families since 1933.\u00a0 Merchants have interests in 3.4 million
Square Feet of office and retail property principally in New York, Washington
DC, Boston.\u00a0\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Magowan
serves on the Advisory Boards of Arboreal BV and Parker Maritime
Technologies.\u00a0 He\u2019s a Partner at the Caribbean Climate Smart
Accelerator and Vice President of a Private Family Foundation.\u00a0 He\u2019s a
past appointee to the United States Department of Energy\u2019s Nuclear Advisory
Committee. \u00a0Mr. Magowan speaks on impact investing at conferences globally.
He has co-organized the Investing in Deep Decarbonization Conferences since 2017
in San Francisco, New York, and Amsterdam.
","spans":[]},{"type":"paragraph","text":"Mr. Magowan is an honors graduate with
a Bachelor of Arts from Harvard University and earned a Master of Business
Administration from the International Institute for Management Development
(IMD).\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Magowan holds Series
7 and 63 registrations with
FINRA.","spans":[{"start":53,"end":58,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/"}}]}]}],"affiliate":[{"category":null}]}},{"id":"YY064REAACAAGBl6","uid":"artis-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY064REAACAAGBl6%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T15:46:44+0000","last_publication_date":"2023-06-22T07:58:23+0000","slugs":["artis-advisors-llc","artis-llc","washington-d.c.--chicago-il"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"YY061hEAACEAGBlN","link_type":"Media","name":"artiscapitallogotrans-300x285.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/2b420acd-0586-49fa-924e-38a30167fcf3_artiscapitallogotrans-300x285.jpg?auto=compress,format","size":"8250","height":"101","width":"106"},"name":[{"type":"paragraph","text":"Artis
Advisors, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Washington,
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IL","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Real Estate,
Private
Equity","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Brian
R.
Gill","spans":[]}],"tag":[{"type":"paragraph","text":"Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/brian-gill-19a8891\/","spans":[]}],"photo":{"id":"YbocDxEAACEAGeS8","link_type":"Media","name":"Brian.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/6e294cc9-3621-4c9b-90cb-09b5c38b4fd9_Brian.jpeg?auto=compress,format","size":"17096","height":"300","width":"300"},"description1":[{"type":"paragraph","text":"Brian
Gill is a co-founding Partner of Artis. Mr. Gill works primarily in sourcing and
executing compelling real estate investment
opportunities.","spans":[]},{"type":"paragraph","text":"Prior to the formation
of Artis, Mr. Gill was a co-founding Managing Director of Kalorama Realty
Capital, a predecessor company to Artis. Before forming Kalorama, Mr. Gill was
an Associate Director at Cushman & Wakefield, where his transaction volume
exceeded $500 million. Prior to Cushman & Wakefield, Mr. Gill acquired and
financed over $150 million in multifamily properties at Bonaventure Realty
Group, where he rose from Analyst to Vice
President.","spans":[]},{"type":"paragraph","text":"Mr. Gill serves as an
Adjunct Professor of Finance and Real Estate at Georgetown University's
McDonough School of Business and has also taught MBAs at George Washington
University. Mr. Gill holds Master's degree in business and economics from
Northwestern University and the London School of Economics and a BA from the
University of South Florida. He is an active member of the Urban Land Institute
(ULI) and the Pension Real Estate Association (PREA).
","spans":[]},{"type":"paragraph","text":"Mr. Gill currently holds Series 7, 24,
63 and 79 registrations
with\u00a0FINRA.","spans":[{"start":68,"end":73,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]},{"name1":[{"type":"paragraph","text":"Samuel
S.
Glass","spans":[]}],"tag":[{"type":"paragraph","text":"Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/samglass\/","spans":[]}],"photo":{"id":"YbocWREAAB4AGeU2","link_type":"Media","name":"Sam.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/e1df5636-feb1-4442-9352-7d04e4d786f4_Sam.jpeg?auto=compress,format","size":"17339","height":"300","width":"300"},"description1":[{"type":"paragraph","text":"Samuel
Glass is a co-founding Partner of Artis. Mr. Glass works primarily in sourcing
and executing compelling real estate investment
opportunities.","spans":[]},{"type":"paragraph","text":"Prior to the formation
of Artis LLC, Mr. Glass was a co-founding Managing Director of Kalorama Realty
Capital, a predecessor company to Artis LLC. Previously, Mr. Glass worked for
Federal Capital Partners (FCP), a real estate private equity firm which has
acquired more than $2 billion of real estate assets and debt in the
mid-Atlantic. At FCP, Mr. Glass' responsibilities included financial
projections, asset management, investor relations, acquisitions and capital
events (dispositions and
refinancings).","spans":[]},{"type":"paragraph","text":"Before\u00a0joining
FCP,\u00a0Mr. Glass was\u00a0an\u00a0Investment\u00a0Analyst with The
World\u00a0Bank's Pension\u00a0Investments Department, where he focused on
limited partnership investments and co-investments with sponsors of private
equity and real\u00a0estate investment\u00a0funds. Mr.
Glass'\u00a0prior\u00a0experience\u00a0also\u00a0includes two stints\u00a0at
JPMorgan Chase & Co. in investment banking and real estate principal investing,
respectively.","spans":[]},{"type":"paragraph","text":"Mr. Glass received his
MBA from Columbia Business School and BA from Yale University. He is an active
member of PREA and the DC Real Estate Group.
","spans":[]},{"type":"paragraph","text":"Mr. Glass currently holds Series 7 and
63 registrations
with\u00a0FINRA.","spans":[{"start":61,"end":66,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/"}}]}]}],"affiliate":[{"category":"real-estate"}]}},{"id":"YbJURhEAACEABWmd","uid":"aureate-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YbJURhEAACEABWmd%22%29+%5D%5D","tags":[],"first_publication_date":"2021-12-09T19:08:57+0000","last_publication_date":"2024-02-16T08:44:51+0000","slugs":[],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"YgN4MhIAACIAe09R","link_type":"Media","name":"Aureate-Capital-(H-Line-logo)
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Austin Milliken is the Co-founder and Managing Member of Aureate Capital.
Aureate Capital is San Francisco Bay-based and provides early-stage cannabis,
fintech, crypto, and entertainment companies advisory and capital raising
services.","spans":[]},{"type":"paragraph","text":"Mr. Milliken has 20 plus
years of experience in trading, asset management, consulting, financial
advisory, and capital raising. Most recently he has been working as an HNW
investment advisor and portfolio manager. Additionally, he provides fractional
CFO services for early-stage companies in the San Francisco Bay
Area.","spans":[]},{"type":"paragraph","text":"Mr. Milliken started his career
at Montgomery Securities (Banc of America) on the institutional listed trading
desk before moving to hedge fund portfolio management. The bulk of his hedge
fund life was spent at Parallax Fund in San Francisco as a derivatives
volatility trader and portfolio
manager.","spans":[]},{"type":"paragraph","text":"Mr. Milliken studied Economics
at Columbia University, is a certified FRM, and currently holds Series 7, 63 and
65 registrations
with\u00a0FINRA.","spans":[{"start":134,"end":140,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]},{"name1":[{"type":"paragraph","text":"John
Davis","spans":[]}],"tag":[{"type":"paragraph","text":"Director of Secondaries
of Shares
Trading","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/john-davis-4779049\/","spans":[]}],"photo":{"id":"YuqXfxEAACoAhZSE","link_type":"Media","name":"Aureate
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John.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/4dace91f-82b3-454b-b937-81248162ff51_Aureate+-+John.png?auto=compress,format","size":"355227","height":"500","width":"500"},"description1":[{"type":"paragraph","text":"Mr.
John Davis is Director of Secondaries of Shares Trading with Aureate Capital.
Aureate Capital is an investment advisory and financial consulting firm, based
in San Francisco, California. They focus on the technology, fintech, cannabis,
and alternative investment fund sectors, and they are constantly searching for
various disrupting propositions.","spans":[]},{"type":"paragraph","text":"Mr.
Davis priorly worked as financial advisor with Edward Jones, leader in the
financial-services industry. They offer investments services that align with
their philosophy of diversifying quality investments and holding them for the
long-term. Their investments include stocks, bonds, mutual funds, CDs,
annuities, insurance, Roth and Traditional IRAs, 529 education savings plans,
401k rollovers, SEP IRAs, advisory services, estate considerations, trust
services and borrowing solutions and had 2.9 years. of experience from Edward
Jones. Mr. Davis has also worked with New York Life Securities as a Financial
Advisor for 1.5 years. Earlier to that, Mr. Davis worked with The Benchmark
Company for 3.8 years in Institutional Trading and before that JMP Group as
Director of Institutional Trading gaining 3.6 years of experience. Mr. Davis has
worked with Jones & Assoc. as an Institutional
Trading.","spans":[]},{"type":"paragraph","text":"Mr. Davis also has experience
with companies like First New York Securities as Trading, Bank of America
Securities as Managing Director, Institutional Trading and Montgomery Securities
as the Vice President, Institutional
Trading.","spans":[]},{"type":"paragraph","text":"Mr Davis had his education in
Bachelor of Arts in Economics for Columbia University in the city of New
York.","spans":[]},{"type":"paragraph","text":"Mr. Davis currently holds Series
7, 55, 63 and 66 registrations with
FINRA.","spans":[{"start":69,"end":74,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]},{"name1":[{"type":"paragraph","text":"Tim
Gitlin","spans":[]}],"tag":[{"type":"paragraph","text":"Development Specialist
","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/tim-gitlin-75660926\/","spans":[]}],"photo":{"id":"ZSPjTREAAC4AstZe","link_type":"Media","name":"Aureate_Tim.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/5b6ca6e0-116a-42cf-942c-321b34da23a2_Aureate_Tim.jpg?auto=compress,format","size":"190918","height":"2048","width":"1536"},"description1":[{"type":"paragraph","text":"Mr.
Tim Gitlin is a Development Specialist with Aureate
Capital.","spans":[]},{"type":"paragraph","text":"Mr. Gitlin is responsible for
raising capital across multiple industries and sectors, including cannabis,
crypto, biotech, fintech, and real estate. In addition to raising capital, Mr.
Gitlin evaluates the financial capabilities of companies and provides advisory
services. Aureate Capital is a San Francisco Bay-based investment bank that
provides capital raising and M&A advisory to its
clients.","spans":[]},{"type":"paragraph","text":"Mr. Gitlin brings over 20
years of financial services experience. Prior to joining Aureate, Mr. Gitlin
held various trading and risk management roles at Bank of America, Thomas Wiesel
Partners, Friedman Billings Ramsey, and Sanders, Morris, and Harris across
equities, equity derivatives, execution services, and electronic
trading.","spans":[]},{"type":"paragraph","text":"Mr. Gitlin holds a B.A. in
Finance from Western State
Colorado.","spans":[]},{"type":"paragraph","text":"Mr. Gitlin holds SIE, Series
7, and 63 registrations with
FINRA.","spans":[{"start":58,"end":63,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]},{"name1":[{"type":"paragraph","text":"Al
Minafo","spans":[]}],"tag":[{"type":"paragraph","text":"Business Development
Associate
","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/al-minafo-60a6465\/","spans":[]}],"photo":{"id":"ZbDTqxIAAC0A-eR8","link_type":"Media","name":"Al
Minafo's
Headshotty.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/8e454432-4d1b-402b-b50a-61338f3ffb67_Al+Minafo%27s+Headshotty.jpg?auto=compress,format","size":"917053","height":"2641","width":"2851"},"description1":[{"type":"paragraph","text":"Mr.
Al Minafo is the Business Development Associate of the Aureate Capital,
LLC.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Aureate
Capital is San Francisco Bay-based and provides early-stage cannabis, fintech,
crypto, and entertainment companies advisory and capital raising
services.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Minafo is a seasoned professional with a remarkable career in the financial
industry. In 1983, he achieved the distinction of becoming the second-youngest
approved member of the American Stock Exchange. Over the years, he has built and
managed independent brokerage businesses, excelling in equities and options
trading with a significant focus on risk arbitrage. Mr. Minafo's expertise
extends to institutional business, and he has even served as a guest lecturer on
options at the New York Institute of Finance. With extensive experience in
various roles and an impressive track record, he has left an indelible mark in
the finance
sector.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Minafo is poised to channel his knowledge and skills towards a primary focus on
working closely with hedge fund placements and secondary shares trading. His
commitment to excellence and a deep understanding of financial intricacies
positions him to thrive in these nuanced
domains.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Minafo is an avid outdoorsman and also on the executive board of the American
Sportsman\u2019s Club of New
Jersey.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Minafo currently holds the SIE and series 7 and 63 registration with
FINRA.","spans":[{"start":73,"end":78,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"real-estate"},{"category":"hedge-funds"},{"category":"private-credit"}]}},{"id":"Zbu8YhMAACcAUe-D","uid":"private-credit-private-equity-real-estate-venture","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Zbu8YhMAACcAUe-D%22%29+%5D%5D","tags":[],"first_publication_date":"2024-02-08T15:27:23+0000","last_publication_date":"2024-03-08T09:31:10+0000","slugs":[],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"ZbuaahMAACcAUbxd","link_type":"Media","name":"Azurest
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Allen","spans":[]}],"tag":[{"type":"paragraph","text":"Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/kenallen17\/","spans":[]}],"photo":{"id":"ZbubbRMAACgAUb3e","link_type":"Media","name":"Kenneth
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Kenneth Allen is the Founder of Azurest Partners.
","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Azurest
Partners is an investment banking and advisory services firm focused on
providing strategic and financial expertise in key economic sectors that promote
high-impact business opportunities. In the United States, these key economic
sectors include technology, media, telecommunications, financial
services,\u00a0real estate, business services, and other emerging
sectors.\u00a0\u00a0
","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr.
Allen has over 29 years of experience in investment banking, strategic planning,
and program management. His prior experience includes senior roles at Lehman
Brothers and JP Morgan Chase\u2019s Investment Bank. Mr. Allen has business
development experience and transactional expertise in the United States, West
Africa, and the Caribbean.
","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"At
Lehman Brothers, Mr. Allen was a Senior Vice President. He covered clients in
the business services, telecommunications\/information services, financial
technology, and the internet\/technology sectors. His clients included
Accenture, Affiliated Computer Services (now Xerox), CheckFree (now Fiserv),
Electronic Data Systems (now Hewlett Packard), IBM, Insurance Services Office
(now Verisk), and Perot Systems. Mr. Allen has been involved in equity and debt
capital-raising transactions and M&A assignments on behalf of his clients.\u00a0
","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr.
Allen also served as a Chief Administrative Officer in Lehman Brothers\u2019
Mortgage Capital division. He supported technology planning and management
across the five mortgage origination subsidiaries, which comprised the division.
Mr. Allen was one of the leaders in the development of Lehman\u2019s offshoring
strategy for its mortgage origination capability, ultimately leading to the
creation of a successful operating model for the largest component of Lehman
Brothers\u2019 Mumbai facility (over 800 employees involved in mortgage
processing, mortgage applicant data verification and research).\u00a0
","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"At
JP Morgan Chase, he was a Global Business Manager, overseeing planning and
administration, compliance, and management reporting, and oversaw special
projects for various groups in the Investment Bank. He co-led initiatives,
including a PeopleSoft-based project for headcount tracking and forecasting
across the institutional businesses at JP Morgan Chase (representing over
120,000 employees), as well as efforts to implement technology-based operating
models across the Investment Bank\u2019s human resources division.\u00a0
","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr.
Allen earned a BS in Systems Engineering from the University of Pennsylvania and
has an MBA and an MA in Education from Stanford
University.","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr.
Allen currently holds Series 63, 79, and SIE registrations with
FINRA.","spans":[{"start":68,"end":73,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/"}}]}]},{"name1":[{"type":"paragraph","text":"Jon
Walls","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Managing
Director","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/joncwalls65\/","spans":[],"direction":"ltr"}],"photo":{"id":"ZeWmVWdtxICq4JB-","link_type":"Media","name":"Jon
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Jon C. Walls is a Managing Director at Azurest
Partners.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Azurest
Partners is an investment banking and advisory services firm focused on
providing strategic and financial expertise in key economic sectors that promote
high impact business opportunities. In the United States, these include
technology, media, telecommunications, financial services,\u00a0real estate,
business services and selected other emerging
sectors.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Walls possesses over 30 years of experience with Fortune 500 companies and small
to mid-sized businesses. Mr. Walls began his career at Lehman Brothers where he
served as a Senior Vice President of Investment Banking until 2000 with an
industry specialization in Financial Institutions. While at Lehman, he developed
his deep expertise in delivering complex M&A, equity and fixed income solutions
to sophisticated clients. Over a span of eight years, he successfully executed
more than 30 transactions totalling over $16 billion in mergers and acquisitions
and over $5 billion in debt and equity
financings.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Walls\u2019\u00a0most recent experiences\u00a0include his role as CFO of an
early stage investor-backed B2B healthcare finance and analytics
company.\u00a0Prior to that, he spent\u00a0over 8 years leading a professional
staff as President of an insurance brokerage he acquired with private equity and
property management partners. During that time, he turned around the sales and
overall financial performance of the company while overhauling the
company\u2019s technology infrastructure and its financial strategy. In
addition, for more than ten years,\u00a0Mr. Walls\u00a0was\u00a0the instructor
of S&P Global Market Intelligence\u2019s Fundamentals of Bank Valuation, a
seminar he designed which\u00a0was\u00a0offered throughout the country. Mr.
Walls has also held senior leadership roles at a mortgage bank and a technology
start-up.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Walls holds an MBA from Harvard Business School, a JD from Harvard Law School
(Cum Laude) and a BA from Yale
University.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Walls currently holds SIE, series 63 and 79 registrations with
FINRA.","spans":[{"start":67,"end":72,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":"private-credit"},{"category":"private-equity"},{"category":"real-estate"},{"category":"venture-capital"}]}},{"id":"YYUfoxEAACIANBU2","uid":"bg-partners-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YYUfoxEAACIANBU2%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-05T12:15:35+0000","last_publication_date":"2023-06-22T10:22:09+0000","slugs":["bg-partners-llc","stamford-ct","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"YYUfgREAACIANBT_","link_type":"Media","name":"BG_Partners_LLC_Logo-1.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/8cbcb247-8508-4719-890f-a60844c4b0ba_BG_Partners_LLC_Logo-1.jpg?auto=compress,format","size":"12976","height":"150","width":"150"},"name":[{"type":"paragraph","text":"BG
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CT","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds,
Private Equity, Private
Credit","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Peter
Bergen","spans":[]}],"tag":[{"type":"paragraph","text":"Co-Founder & Managing
Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/pjbergenjr\/","spans":[]}],"photo":{"id":"Yboe7REAACAAGe0J","link_type":"Media","name":"Peter.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/49c4cc4f-6140-4f76-9bed-5a1029070220_Peter.jpeg?auto=compress,format","size":"12686","height":"360","width":"360"},"description1":[{"type":"paragraph","text":"Peter
Bergen is a Co-Founder of and Managing Member of BG Partners, LLC, a capital
raising firm focusing on assets for niche alternative investment managers in
North America. Mr. Bergen has over 30 years of experience in the financial
services industry.","spans":[]},{"type":"paragraph","text":"Prior to forming BG
Partners, Mr. Bergen served in various senior institutional business
development, sales and relationship onboarding
roles.","spans":[]},{"type":"paragraph","text":"Mr. Bergen his career on the
equity trading floor of the New York Stock Exchange (NYSE) and served in
institutional sales and trading roles within fixed income and equity products at
several NYSE Member firms.","spans":[]},{"type":"paragraph","text":"Mr. Bergen
holds a B.A. from Roanoke College. ","spans":[]},{"type":"paragraph","text":"Mr.
Bergen currently holds the New York State Insurance licenses, as well as the
Series 7 and 63 registrations
with\u00a0FINRA.","spans":[{"start":116,"end":122,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/"}}]}]},{"name1":[{"type":"paragraph","text":"Thomas
Gatto","spans":[]}],"tag":[{"type":"paragraph","text":"Co-Founder & Managing
Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/thomasgatto\/","spans":[]}],"photo":{"id":"YboexhEAACEAGexZ","link_type":"Media","name":"Gatto.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/1467c5cc-1810-4fb5-8745-df6ee8a0e83d_Gatto.jpeg?auto=compress,format","size":"16082","height":"321","width":"321"},"description1":[{"type":"paragraph","text":"Tom
Gatto is a Co-Founder and Managing Member of BG Partners, LLC, a capital raising
firm focusing on raising assets for niche alternative investment managers in
North America. Mr. Gatto has 30 plus years of experience in the financial
services industry.","spans":[]},{"type":"paragraph","text":"Prior to forming BG
Partners, Mr. Gatto was a Director at Artivest, a fintech platform connecting
HNWI individuals, advisors and families to private equity, hedge funds and real
estate. Prior to Artivest, Mr. Gatto was Head of Advisor Relations at Gotham
Asset Management where he was responsible for distributing Gotham's liquid and
private strategies to the intermediary marketplace. Mr. Gatto also had roles at
PIMCO and BlackRock where he helped grow the retail channel and was the
Northeast Divisional Manager at
BlackRock.","spans":[]},{"type":"paragraph","text":"Mr. Gatto graduated from
Fairfield University with a B.A. in Economics and received the Certified
Investment Management Analyst (CIMA) designation at The Wharton School.
","spans":[]},{"type":"paragraph","text":"Mr. Gatto holds series 3, 7, 24, and
63 registrations
with\u00a0FINRA.","spans":[{"start":59,"end":65,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"hedge-funds"}]}},{"id":"ZaZLWBEAACsAiHSX","uid":"bashmundo-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZaZLWBEAACsAiHSX%22%29+%5D%5D","tags":[],"first_publication_date":"2024-01-18T17:47:05+0000","last_publication_date":"2024-01-18T17:47:05+0000","slugs":["bashmundo-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"ZaZJ_xEAAC0AiHKS","link_type":"Media","name":"Bashmundo
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Private
Credit.","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Walter
Cook","spans":[]}],"tag":[{"type":"paragraph","text":"Managing
Member","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/walter-r-cook-07448\/","spans":[]}],"photo":{"id":"ZaZKwhEAAC0AiHOn","link_type":"Media","name":"Walter
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Walter R. Cook, is the Managing Member of Bashmundo Capital
LLC.","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Bashmundo
Capital specializes in identifying CRA-qualified investments for U.S. commercial
banks and insurance companies; the firm also advises The Community Development
Fund (ticker: CDCDX) and its
Advisor.","spans":[{"start":176,"end":189,"type":"em"}]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr.
Cook is an experienced banker having held executive positions--including CEO and
Chairman--in commercial banks, securities broker\/dealers, and non-bank
financial institutions.
","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr.
Cook is currently the Chairman of Efficient Health Finance Inc., a private
company that discounts and collects medical receivables.
","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr.
Cook served as the CEO and Chairman of the board of Republic Federal Bancorp,
Inc. from 2003 to
2010.","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"From
1999 to 2002, Mr. Cook served as Executive Vice President of First Republic
Bank, and prior to that spent 20-years at Republic New York Corporation serving
as the CEO of banks in Chile, Hong Kong, Tokyo, and Los Angeles.
","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr.
Cook has advised the World Bank and the Ministry of Economy of Costa Rica on
issues ranging from the establishment of a guarantee fund to the practical and
legal aspects of floating lien-based lending. He also has provided expert
witness testimony on lending and banking practices in federal bankruptcy court
in Massachusetts and in state court in Florida.
","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr.
Cook has received a BA from Duke University in 1976, an MBA from the Harvard
Business School in 1982 and an MALD from the Fletcher School, Tufts University
in 1978. He is also fluent in
Spanish.","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr.
Cook holds the series 7 and 63 registrations with FINRA as well as an ACAMS
certification as an anti-money laundering specialist.
","spans":[{"start":54,"end":59,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/"}}]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-credit"}]}},{"id":"YY07vBEAACIAGB19","uid":"black-pearl","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY07vBEAACIAGB19%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T15:50:23+0000","last_publication_date":"2023-06-22T10:23:14+0000","slugs":["black-pearl","tampa-bay-fl"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"YY07axEAACAAGBwE","link_type":"Media","name":"BlackPearl_Logo2
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Pearl","spans":[]}],"location":[{"type":"paragraph","text":"Tampa Bay,
FL","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds,
Private Equity, Direct Deals, Real
Estate","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Francisco
J. S\u00e1nchez","spans":[]}],"tag":[{"type":"paragraph","text":"Managing
Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/francisco-sanchez-89015b\/","spans":[]}],"photo":{"id":"Yap9uxMAACAA0Fcw","link_type":"Media","name":"black-pearl.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/9897ffb5-20ca-447a-b153-26888ac341f3_black-pearl.jpg?auto=compress,format","size":"36475","height":"225","width":"225"},"description1":[{"type":"paragraph","text":"Francisco
J. S\u00e1nchez served as Under Secretary for International Trade at the U.S.
Department of Commerce, a post he was nominated to by President Barack Obama in
2009. As Under Secretary, Mr. S\u00e1nchez lead the International Trade
Administration. As one of the architects of the President's National Export
Initiative (NEI), with the ambitious goal of doubling U.S. exports by the end of
2014, Mr. S\u00e1nchez directed programs and policies that promote and protect
the competitiveness of American businesses. Under his leadership, working with
partners in government, U.S. exports reached all-time highs in both 2011 and
2012.","spans":[]},{"type":"paragraph","text":"During the Clinton
Administration, Mr. S\u00e1nchez served as the Assistant Secretary for Aviation
and International Affairs at the U.S. Department of Transportation. Mr.
S\u00e1nchez previously served in the White House as a Special Assistant to
President Clinton and Chief of Staff to the Special Envoy to the
Americas.","spans":[]},{"type":"paragraph","text":"Mr. S\u00e1nchez also spent
more than 15 years working with several leading consulting companies on projects
involving negotiation strategy and training, most recently as a partner with
CMPartners. Among his private-sector achievements, Mr. S\u00e1nchez served as a
consultant to the President of Ecuador in negotiations that led to the
resolution of a long-running border dispute with
Peru.","spans":[]},{"type":"paragraph","text":"Mr. S\u00e1nchez was named one of
the 100 Most Influential Hispanics by Hispanic Business Magazine and also one of
the top Hispanics nationwide by Poder Magazine. Mr. S\u00e1nchez is on the board
of directors for the Overseas Private Investment Corporation (OPIC) and is a
member of the Council of Foreign Relations. Currently, Mr. S\u00e1nchez sits on
the board of directors of Archer Daniels
Midland.","spans":[]},{"type":"paragraph","text":"Mr. S\u00e1nchez has been
awarded the National Point of Light Award and the Governor\u2019s Point of Light
Award for Outstanding Community Service. In 2010, he was named to the National
Hall of Fame for the Boys and Girls Club of America. S\u00e1nchez obtained his
B.A. and J.D. from Florida State University and a Master\u2019s in Public
Administration from the Kennedy School of Government at Harvard
University.","spans":[]},{"type":"paragraph","text":"Mr. S\u00e1nchez currently
holds Series 7 and 63 registrations
with\u00a0FINRA.","spans":[{"start":63,"end":68,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"private-equity"},{"category":"real-estate"}]}},{"id":"ZcNf1BEAAM4X9_RB","uid":"blake-street-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZcNf1BEAAM4X9_RB%22%29+%5D%5D","tags":[],"first_publication_date":"2024-02-26T16:32:37+0000","last_publication_date":"2024-02-26T16:32:37+0000","slugs":[],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"ZcNe2JvppbmYtXyf","link_type":"Media","name":"Blake
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Blea","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Managing
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Danon Blea is the Managing Member of Blake Street Capital, LLC.
\n","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Blake Street
Capital is a product-oriented, tactical-mandate-driven boutique advisory firm
that provides specialized investment banking and private capital advisory
services to closely held, emerging corporate and real estate operating companies
and select middle market
corporations.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Blea is a 25+ year investment banking professional focusing on mergers &
acquisitions, private equity, venture capital, and real estate, providing
specialized financial and strategic advisory services to startups, emerging
growth companies (EC\/VC), lower middle market corporations, and private real
estate
platforms.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Blea has executed regulated transactions at Lehman Brothers, C.E. Unterberg,
Towbin and Rauscher, Pierce, Refsnes (now Royal Bank of Canada), and has
completed corporate, real estate, and project \/ municipal-based financing
engagements on behalf of senior executives management teams, boards of
directors, special committees, investors, trustees, and other stakeholders.
\n\u00a0\u00a0\nMr. Blea graduated with honors with a B.A. in Political Science
and Philosophy from the University of California, San Diego. He also earned an
MBA in Finance & Entrepreneurial Studies from the UCLA Anderson School, where he
was a Robert A. Toigo and Dean\u2019s
Fellow.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Blea is a recipient of the New America Alliance JP Morgan Emerging Leader award
and was a two-time international representative of USA Basketball.
\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Blea holds the Series 7, 24, 63 and 79 registrations with
FINRA.","spans":[{"start":62,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":"real-estate"}]}},{"id":"YYUgohEAACUANBlL","uid":"cca-global-capital-group","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YYUgohEAACUANBlL%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-05T12:16:44+0000","last_publication_date":"2023-10-04T07:47:51+0000","slugs":["cca-global-capital-group","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"YbdU-xEAACIADyjR","link_type":"Media","name":"1.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/476fe2ab-04a2-4196-bba1-5498032ff3f5_1.png?auto=compress,format","size":"84437","height":"1164","width":"2048"},"name":[{"type":"paragraph","text":"CCA
Global Capital Group","spans":[]}],"location":[{"type":"paragraph","text":"New
York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge
Funds, Private Equity, Private Credit, Real Estate, Venture
Capital","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/ccaglobalcapital.com","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Tyra
Jeffries","spans":[]}],"tag":[{"type":"paragraph","text":"Founder &
CEO","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/tyra-jeffries-8293a118\/","spans":[]}],"photo":{"id":"Yboh0xEAACAAGfR6","link_type":"Media","name":"Tyra.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/28b867c8-20f6-43d9-964d-e64978a5b4d9_Tyra.jpeg?auto=compress,format","size":"90974","height":"800","width":"800"},"description1":[{"type":"paragraph","text":"Ms.
Tyra Jeffries is the Founder and Chief Executive Officer of CCA Global Capital
Group (previously CreativeCap Advisors), a global business advisory firm for
asset managers. She is an experienced and recognized advisor to funds from
around the world and works with new launches to more established fund managers.
She works with executives by helping them understand how to build their
companies through various initiatives and further evolve their investment
companies. In addition, she has spearheaded business development efforts to help
firms uncover new avenues of growth. Her team also provides outsourced investor
relations solutions to select
clients.","spans":[]},{"type":"paragraph","text":"The company launched the
world\u2019s first global emerging manager incubator and has worked to build a
global ecosystem of high-potential emerging managers, institutional investors
and other professionals dedicated to the development and growth of the global
emerging manager space. Ms. Jeffries has spent the better part of her career
actively working for, with and around fund managers by helping to advise them on
areas critical to the advancement of their
businesses.","spans":[]},{"type":"paragraph","text":"Prior to CreativeCap
Advisors, Ms. Jeffries was the Vice President of Marketing for Maloy Risk
Services, an insurance firm that during her time focused its efforts on
developing specialized and proprietary risk management solutions for asset
managers. In 2016, the firm was acquired by Integro Group which was recently
acquired by EPIC Holdings in December
2018.","spans":[]},{"type":"paragraph","text":"In earlier positions Ms. Jeffries
has worked at Teneo Holdings and served alongside a team of consultants advising
Fortune 500 companies and has worked in-house at an emerging manager quant hedge
fund and at the private equity arm of a Multi-Family Office serving families
throughout Latin America.","spans":[]},{"type":"paragraph","text":"Ms. Jeffries
has spoken on panels and is frequently quoted as an expert opinion and in
addition has written for leading industry publications across the alternative
investment industry. The list includes, but is not limited to: HFMWeek,
InvestHedge, CTA Intelligence, PrivateEquityWire, Venture Capital Journal,
Opalesque, Emerging Manager Monthly, IR Magazine, Financial Times\u2019 Fund
Fire, HedgeWeek, AlphaWeek, CityWire USA, AsiaHedge, Silicon Valley Bank and HFM
Compliance.","spans":[]},{"type":"paragraph","text":"Ms. Jeffries received her
Bachelor of Science in Public Relations from the prestigious Newhouse School of
Public Communications at Syracuse University with a minor in Italian Language,
Literature and Culture. She speaks Italian and currently resides in Wilton, CT.
She is an avid boater and enjoys
cycling.","spans":[]},{"type":"paragraph","text":"Ms. Jeffries currently holds
Series 3, 7 and 63 registrations
FINRA.","spans":[{"start":62,"end":68,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]},{"name1":[{"type":"paragraph","text":"Michael
Alexander","spans":[]}],"tag":[{"type":"paragraph","text":"Managing
Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/michael-alexander-0308781\/","spans":[]}],"photo":{"id":"YboiiBEAACAAGfeA","link_type":"Media","name":"Michael.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/5c3eb08e-f2a5-4aad-ab38-cd4845ff7664_Michael.jpeg?auto=compress,format","size":"80267","height":"800","width":"800"},"description1":[{"type":"paragraph","text":"Mr.
Michael Alexander is a Managing Director at CCA Global Capital Group, LLC. Mr.
Alexander has over 15 years of experience within the investment management
industry and is focused on curating CCA Global Capital Group\u2019s universe of
handpicked clients.","spans":[]},{"type":"paragraph","text":"Prior to CCA Global
Capital Group, Mr. Alexander served as a Managing Director of Investments for
Alpha Capital Research, LLC, a multi-family office located in Connecticut. At
Alpha Capital Research, Mr. Alexander was tasked with institutionalizing their
investment management processes as a means of successfully raising assets. This
included the creation of an investment committee, policies and procedures for
documenting due diligence meetings, implement systems for performing
quantitative analysis and creation of a risk monitoring process for new and
existing investments. As a result of Mr. Alexander\u2019s directives, Alpha
Capital grew from $50m assets undermanagement to over a $1b within five years.
Mr. Alexander\u2019s investment management focus included researching and
conducting due diligence globally on a broad universe of alternative investments
that encompass hedge funds, private equity, real estate and venture
capital.","spans":[]},{"type":"paragraph","text":"Prior to Alpha Capital
Research, Mr. Alexander served as a Senior Investment Analyst for Aetna, Inc. At
Aetna, Mr. Alexander was instrumental in supporting the Head of the Alternative
Investments with regards to deploying capital into FoFs and direct investments
from Aetna\u2019s $500M hedge fund program where Mr. Alexander served on
three-person investment team.","spans":[]},{"type":"paragraph","text":"Mr.
Alexander earned a BS in Finance from Syracuse University, and then earned an
MBA in Finance from Rensselaer Polytechnic Institute at Hartford, CT.
","spans":[]},{"type":"paragraph","text":"Mr. Alexander currently holds Series 7
& Series 63 registrations
with\u00a0FINRA.","spans":[{"start":70,"end":75,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/"}}]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"real-estate"},{"category":"venture-capital"}]}},{"id":"ZajqDhEAACwAjGE9","uid":"real-estate-venture-capital-and-direct-deals","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZajqDhEAACwAjGE9%22%29+%5D%5D","tags":[],"first_publication_date":"2024-01-31T15:25:05+0000","last_publication_date":"2024-02-16T13:53:00+0000","slugs":[],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"Zajo5REAACgAjF-H","link_type":"Media","name":"Candlewood
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Investors","spans":[]}],"location":[{"type":"paragraph","text":"New York,
NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Real Estate,
Venture Capital and Direct
Deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/candlewoodinvestors.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Joseph
Stecher","spans":[]}],"tag":[{"type":"paragraph","text":"Founder &
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Joseph Stecher is the Founder & CEO of Candlewood Investors, a placement agent
and proptech
advisor.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Candlewood
raises capital for real estate and proptech venture capital from institutional
investors such as pension funds, foundations and endowments, insurance
companies, investment managers, and private equity
funds.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Stecher has been in Private Equity Real Estate for 30+ years and has invested $5
billion globally as a principal, first at General Motors Pension Fund (GMAM)
when GMAM was like ADIA is today, and then at Goldman Sachs and Morgan Stanley,
where he started the real estate fund of funds business at both firms. When Mr.
Stecher started Candlewood Investors he became one of only two people in the
world of private equity real estate who has been a GP, an LP, and a placement
agent.
","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"In
proptech Mr. Stecher works with early-stage startups and provides advice in five
areas: (i) product-market fit, (ii) sourcing customers, (iii) sourcing capital,
(iv) sourcing board members and advisors, and (v) sourcing JV partners and
merger
partners.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Stecher holds a BA with honors in Literature with Philosophy and History from
Wesleyan University in Middletown, CT and an MBA in Finance from New York
University Stern School of Business.
","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"A
lifelong New Yorker, Mr. Stecher is active in grassroots Democratic politics
nationally and not for profit theatre in New York, likes Lagree method
megaformer, and tries to complete at least one 100-mile bike ride per
year.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Stecher holds the Series 7, 24 and 63 registrations with
FINRA.","spans":[{"start":61,"end":66,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":"real-estate"},{"category":"venture-capital"}]}},{"id":"Zh5_ahIAAE6IS-5W","uid":"capital-formation-partners","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Zh5_ahIAAE6IS-5W%22%29+%5D%5D","tags":[],"first_publication_date":"2024-04-23T07:47:56+0000","last_publication_date":"2024-04-23T07:47:56+0000","slugs":[],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"ZiYiJvPdc1huKqvc","link_type":"Media","name":"Capital
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Formation
Partners","spans":[],"direction":"ltr"}],"location":[{"type":"paragraph","text":"New
York,
NY","spans":[],"direction":"ltr"}],"strategy_focus":[{"type":"paragraph","text":"Hedge
Funds, Private Credit, Private Equity, Real Estate, Infrastructure, Venture
Capital, Direct
Deals","spans":[],"direction":"ltr"}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Adam
Kneller","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Founder
& Managing
Partner","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/adamkneller\/","spans":[],"direction":"ltr"}],"photo":{"id":"ZiYom_Pdc1huKqx8","link_type":"Media","name":"Adam
Kneller Headshot 1 (For all the
announcement).PNG","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/ZiYom_Pdc1huKqx8_AdamKnellerHeadshot1-Foralltheannouncement-.PNG?auto=format,compress?auto=compress,format","size":"813602","height":"1589","width":"1179"},"description1":[{"type":"paragraph","text":"Mr.
Adam Kneller is the Founder & Managing Partner of Capital Formation Partners LLC
(\u201cCFP\u201d).","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Capital
Formation Partners LLC (\u201cCFP\u201d) is a newly established, independent
institutional business development partner. CFP is vigilantly focused on helping
its investment manager partners acquire the investor and consultant clients and
capital needed to satisfy their fundraising and portfolio company acquisition
and support needs, while scouring the globe for special GPs who exist to serve
their investors by putting them first and offering truly differentiated alpha
and real solutions to real investment needs.
","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"CFP
provides institutional outreach capacity from day one thanks to Mr.
Kneller\u2019s two decades devoted to developing and nurturing relationships
across all institutional investor segments - from insurance companies and public
pensions to corporates, E&Fs, wealth managers, private banks, and multi-family
offices, located in most major geographical centers, spanning all of the U.S.,
much of Europe, and significant portions of Latin America, the Middle East, and
Asia.
","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Though
its investor coverage spans investor segment (and geography) and investment
strategy and asset class, CFP has niche expertise in: (1) raising money from and
managing assets for insurance companies and (2) raising money for all manner of
alternative credit strategies and GPs.
","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"For
the last 18 years, Mr. Kneller has raised capital for the alternative investment
industry\u2019s leading asset managers, including a combined 14 years at
BlackRock (Vice President, Financial Institutions Group (~insurance)), Golub
Capital (Director & Head of EU & LATAM (all investor segments) and Head of
Insurance (global ex-Asia)), and Arcmont Asset Management (Managing Director &
Head of US), to whom Mr. Kneller introduced its future and current brother and
parent companies Churchill Asset Management and Nuveen, respectively. Mr.
Kneller also served as Managing Director & Global Head of Credit Fundraising &
Investor Relations for private energy, infra, and real assets leader
Riverstone.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Kneller\u2019s experience has been marked by both collaborative and individual
leadership in major fundraising efforts; collectively, his teams have raised
tens of billions of capital in institutional assets for every major asset class,
of which he directly led initiatives securing over $30 billion in
assets.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Kneller has served in leadership and Board roles of major philanthropic
organizations, including in the Wall Street & Financial Services Division of UJA
as a member of the Young Wall Street Executive Council, the UJA Steering
Committee, and as Vice Chair and then Chair of UJA\u2019s Observership Program.
Mr. Kneller is also a former Board member, member of the Resource Development
Committee, and President of the Young Leader\u2019s Council of Services for the
UnderServed (SUS), a leading veterans-focused
non-profit.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Kneller graduated early, with a dual BSc. in Finance and International Business
from NYU\u2019s Stern School of Business, and with honors (Cum Laude, Stern
Scholar, repeat placement on the Stern Dean\u2019s List, NYU Honors Scholar,
Recipient of NYU\u2019s Founder\u2019s Day Award (\u201chighest bracket of
scholastic preferment recognized by the University\u201d), and was a member of
Beta Alpha Psi (BAP) - Mu Chapter (NYU Stern), the National Honorary Finance
Fraternity).","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Kneller holds Series 7 and 63 registrations with
FINRA.","spans":[{"start":53,"end":58,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/","target":"_self"}}],"direction":"ltr"}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-equity"},{"category":"private-credit"},{"category":"venture-capital"},{"category":"infrastructure"},{"category":"real-estate"}]}},{"id":"Y6MuTBIAACsAlKgG","uid":"carltonhouse-capital-partners-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y6MuTBIAACsAlKgG%22%29+%5D%5D","tags":[],"first_publication_date":"2022-12-21T16:13:36+0000","last_publication_date":"2023-06-22T08:07:29+0000","slugs":["carltonhouse-capital-partners-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"Y6MwVRIAACwAlKsy","link_type":"Media","name":"Carltonhouse
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logo.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/eb4eeaee-d689-4f49-964e-0874031c4e1c_Carltonhouse+Capital+Partners+LLC+logo.png?auto=compress,format","size":"11264","height":"720","width":"1280"},"name":[{"type":"paragraph","text":"Carltonhouse
Capital Partners,
LLC","spans":[]}],"location":[{"type":"paragraph","text":"Indianapolis,
IN","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds,
Private Equity, Private Credit, Real Estate, Infrastructure funds, Venture
Capital, Direct
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Miller","spans":[]}],"tag":[{"type":"paragraph","text":"Managing
Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/miller-charles\/","spans":[]}],"photo":{"id":"Y6MweBIAAC4AlKtr","link_type":"Media","name":"Charles
Miller Headshot-BB Edit
12.20.22.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/c71168c0-16b5-4e1a-ab73-ec249cd3bcf7_Charles+Miller+Headshot-BB+Edit+12.20.22.jpg?auto=compress,format","size":"3005736","height":"833","width":"731"},"description1":[{"type":"paragraph","text":"Charles
Miller is the Managing Partner and Founder of Carlton House Capital Partners
LLC.\nHis primary focus is assisting privately held companies and institutional
investment managers\nin deal origination, sourcing, and negotiating all
contracts and deal execution.\n\nMr. Miller has extensive experience in the
capital markets, investment management industry,\nand international financial
planning. He also boasts a comprehensive knowledge of securities,\ninvestment
management, investment banking, pension fund consulting, and alternative
funds,\nincluding Private Equity, Venture Capital, and Hedge Funds, as well as
an in-depth\nunderstanding of market dynamics and practices. Mr. Miller has
consulted numerous public\ncompanies and municipalities on private equity,
venture capital investments, asset allocation,\nmanager selection, monitoring,
and capital raising in the public and private markets. He has\nserved on several
boards of Directors as head of the Compensation Committee and the
Risk\nManagement Committee. Mr. Miller also participated in the disposition of
one of the\ncompanies.\n\nMr. Miller\u2019s successful career spans over 35
years with leading Wall Street firms (Merrill\nLynch Capital Markets, Credit
Suisse First Boston, William Blair and Company, Getty Oil,\nand Loomis Sayles).
He was a Partner at TSA Capital Management, a leading Tactical Asset\nAllocation
Investment Management firm, and developed their European hedge fund
business.\nHis experience encompasses all facets of capital growth, portfolio
construction &\ndevelopment, risk management, international financial planning,
and trading.\n\nWith proven ability in developing and marketing to a loyal
client base of institutional\ninvestors. Mr. Miller has strong business and
financial insights, with demonstrated\nproficiency in market analysis, business
creation, operational fortitude, and developing and\nimplementing prudent
investment strategies. During his career, Mr. Miller has aided in\nfinancial
transactions in excess of $40 Billion in various investment assets.\n\nMr.
Miller has his Bachelor of Arts from Loyola Marymount University and has
received his\nMBA from Marshall School of Business at the University of Southern
California.\n\nMr. Miller holds Series 3, 7, 63, and 65 registrations with
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companies as well as partnerships interests in Hedge Funds, Private Equity
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Capital, Mr. Calvert\u202fhas over\u202f16 years of experience across equity
capital markets, private equity, venture capital, and hedge funds. Throughout
his career,\u202fMr. Calvert\u202fhas worked with leading financial institutions
and investment boutiques across the United States. He has a vast array of skill
sets in\u202fregulated markets\u202fand has been both\u202finvestor and advisor
to companies\u202facross many stages, from ideation to late stage. Mr.
Calvert\u2019s broad experience, ranging from investment sourcing to portfolio
advisory and business development, has been invaluable in building successful
investment portfolios and closing transactions. His expertise lies in direct,
secondary, and fund
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Calvert earned a B.S. in Finance from San Diego State University and with a
minor in Political
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serves as a frequent public speaker on the Family Office circuits on the topics
of alternative investments. \u202fHe resides in the Mt. Helix area of San Diego
with his wife and three young
children.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Calvert holds
Series 7, 24, 63, and 99 registrations
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Jason DiNozzi is a Partner of Catch Capital
LLC.","spans":[]},{"type":"paragraph","text":"Catch Capital offers direct
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stage\u202fUS and international companies, and partnership interests in hedge
funds, private equity funds, private credit funds, SMAs, M&A, and infrastructure
projects.","spans":[]},{"type":"paragraph","text":"Mr. DiNozzi is also the
Managing Director of Interglobal Asset Management, LLC, and focuses his efforts
on advisory work relating to private markets deal transactions, with a focus on
sustainable tech and agriculture, as well as tech, EV, and wellness M&A targets
for his large clients. As Managing Director of Interglobal, Mr. DiNozzi has
advised on over $2B USD in transactions. Previously, Mr. DiNozzi was CEO of an
award-winning US-based quanta-mental strategy fund. In addition, he served as an
advisor on several billion dollar+ debt transactions and also advised on M&A
transactions, including advising an M&A deal between 2 global publicly traded
companies. Prior to his experience with Interglobal, Mr. DiNozzi ran Empire FG a
US-based advisory firm for systematic market risk mitigation and
commodities-related advice. Mr. DiNozzi was also responsible for managing a
sales force of associated persons in excess of 20 reps. Prior to Empire FG, Mr.
DiNozzi was a senior vice president of Madison Financial. In all groups Mr.
DiNozzi was associated with, he grew the client and AUM base as a top
performer.","spans":[]},{"type":"paragraph","text":"Mr. DiNozzi studied Aviation
Science at Bridgewater State University and Communications at UCLA & UCLA
Extension. Mr. DiNozzi is a CFA Charter Holder and a member of the CFA
Institute.","spans":[]},{"type":"paragraph","text":"Mr. DiNozzi has been honored
as Alternatives Manager of the Year by Barclay Hedge, Hedge Week, and Wealth &
Finance Magazine, while also being Battle Fin's Competition Professional Manager
Winner.","spans":[]},{"type":"paragraph","text":"Mr. DiNozzi holds Series 3, 7,
30, and 63 registrations with
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James Clifford is an Associate of Catch Capital and focuses on supporting Mr.
Calvert in various capacities, including investment sourcing, advisory
assignments, and business
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Capital offers direct investment\u202fopportunities in private debt
transactions, in growth stage\u202fUS and international companies, and
partnership interests in hedge funds, private equity funds, private credit
funds, SMAs, M&A, and infrastructure
projects.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr.
Clifford has a background in software engineering and client relationship
management. He is particularly passionate about the intersection of technology
and financial
products.","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr.
Clifford also has a B.A. in English from the University of Southern California.
","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr.
Clifford holds Series 7 and 63 registrations with
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Ridge Capital, LLC, Mr. Azzaro served as a Managing Director for 360 One Firm
Capital, LLC. Prior to that he was the Managing Director and Head of Business
Development at PhaseCapital, a quantitative macro fund. Mr. Azzaro manages
institutional relationships and has significant experience in credit and
security analysis. Prior to joining PhaseCapital, Mr. Azzaro was a Director of
alternative investment sales at Stonehaven, a leading placement agent. Prior to
Stonehaven, Mr. Azzaro was an Assistant Vice President in the Credit Risk
Management department of Deutsche Bank where he was the primary credit officer
on a $700 million leveraged loan portfolio, evaluating the underlying credit
risk of new\u00a0\u00a0transactions and monitoring credits for corporate events
and overall credit risk. Previously, Mr. Azzaro was an Associate in the
Leveraged Loan Portfolio group at Deutsche Bank and served as a junior portfolio
manager. In this role, he was responsible for coordinating origination efforts,
amendments, and refinancing among leveraged finance, capital markets, credit
risk management, and the asset-based lending
group.","spans":[]},{"type":"paragraph","text":"Mr. Azzaro earned a B.S. in
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63, 31, and 3 registrations
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Jim\u00a0Pugliese is the Managing Partner of Centurian Capital
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Capital LLC is a placement agency that specializes in raising capital for hedge
funds, private equity funds, and real estate investment
opportunities.\u00a0Centurian Capital has cultivated a national network of large
single and multi-family offices, as well as Ultra-High Net worth Individuals.
Mr. Pugliese has raised over $250 million of capital in the past six years for
his
clients.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr.
Pugliese\u00a0has been a successful business leader and entrepreneur for over
twenty-five years.\u00a0He was the CEO of a national group health insurance
brokerage, as well as a large healthtech that offered an integrated HR, payroll
and benefits platform to over 500 SMEs.\u00a0He was the founder and President of
one of the nation\u2019s largest life settlement brokerages, and was the head of
corporate development of a Fortune 500
company.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr.
Pugliese has earned a B.S. in Economics from the Wharton School of Business at
the University of Pennsylvania, and an MBA in Finance from the University of
Connecticut.
","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr.
Pugliese has been a member of Young Presidents\u2019 Organization (YPO) since
1990.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr.
Pugliese holds Series 6, 63, 65 and 82 registrations with
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Hubscher is the Founder and Managing Partner of Changing Alpha Strategies, LLC,
sourcing and selling compelling private opportunities to qualified investors.
","spans":[]},{"type":"paragraph","text":"Mr. Hubscher has deep subject-matter
expertise in electronic trading across cash and derivatives markets, market
structure, regulation, industry advocacy, and technology. Mr. Hubscher has
leveraged his existing high level industry relationships across markets and
participants, industry associates, media and analyst firms, and technology and
service suppliers. ","spans":[]},{"type":"paragraph","text":"Mr. Hubscher\u2019s
prior consulting work with Changing Market Strategies LLC includes business
development for Battle of the Quants worldwide, sales for QuantZ Machine
Intelligence Technologies, advisor, and Chief Marketing Officer at DataAxxis,
and hedge fund research and trading technology media relations roles.\u00a0
","spans":[]},{"type":"paragraph","text":"Previously, Mr. Hubscher was the
Director of Marketing and Strategy at Object Trading. \u00a0Mr. Hubscher was the
Industry Marketing Manager for Capital Markets at Progress Software, and held
various sales, marketing, and product roles at BT Radianz. Mr. Hubscher is a
dual-degree graduate of the University of Pennsylvania. Mr. Hubscher has a B.S.
in Economics from the Wharton School of Business, and a B.S.E. in Mechanical
Engineering and Applied Mechanics from the School of Engineering and Applied
Sciences. ","spans":[]},{"type":"paragraph","text":"Mr. Hubscher currently holds
Series 7, 31, and 63 licenses registrations with
FINRA.","spans":[{"start":78,"end":83,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"hedge-funds"}]}},{"id":"YY09UBEAACMAGCUi","uid":"cognitiveg-capital-group-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY09UBEAACMAGCUi%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T15:57:07+0000","last_publication_date":"2023-06-26T11:37:13+0000","slugs":["cognitiveg-capital-group-llc","westport-ct","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"YY09JBEAACEAGCRN","link_type":"Media","name":"Cognitive
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Eston Woodard III, CAIA","spans":[]}],"tag":[{"type":"paragraph","text":"Founder
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Mr. Woodard focuses his efforts on capital raising for alternative investment
managers with niche and non-correlated
strategies.","spans":[]},{"type":"paragraph","text":"Prior to launching
CognitiveG Capital Partners, Mr. Woodard was a Managing Director at Riverside
Management Group\/BCW Securities, a boutique merchant bank where he was
responsible for deal sourcing, alternative investment manager research, and
institutional capital formation. As a Managing Director, Mr. Woodard spearheaded
engagements for venture capital, emerging hedge funds, technology, and real
estate private equity managers. During his tenure at RMG, Mr. Woodard either
advised or participated in approximately $250M of successful financings across
many verticals, including maritime, natural resources, real estate, and
infrastructure.","spans":[]},{"type":"paragraph","text":"Mr. Woodard also has an
extensive background in high-technology. As a Lead Sales Executive at IBM, he
positioned their flagship hybrid-cloud computing platform on Wall Street. He
leveraged competitive intelligence and strategic product positioning to optimize
enterprise IT economics and enhance system resiliency. Mr. Woodard helped launch
a completely new, transformational IT life-cycle paradigm and articulated the
nuances of organizational change management. He delivered DCF financial models
for infrastructure capital investment, driving millions in
revenue.","spans":[]},{"type":"paragraph","text":"As an IBM Partner, he engaged
in market data latency, clock synchronization, and feed-handling complexities of
buy-side technology for global capital markets. He closed an enterprise private
cloud deal with a U.K. based investment bank that improved market resiliency,
scalability, and efficiency. Prior to IBM, Mr. Woodard was one of Oracle
Corporation\u2019s leading national business development executives for Retail
SaaS applications.","spans":[]},{"type":"paragraph","text":"Mr. Woodard earned
an AB from The College of William & Mary, an MA in Religion with a concentration
in Social Ethics from Yale University, and an MBA in Banking with Merit from The
University of London in 2011. He has earned the designation of Chartered
Alternative Investment Analyst (CAIA). Mr. Woodard is a former NCAA Division 1A
springboard diver, Classic America\u2019s Cup yacht racing sailor, and
international adventurer.","spans":[]},{"type":"paragraph","text":" Mr. Woodard
currently holds Series 7, 62, 63, and 65 registrations
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excels at bringing innovative ideas and investors together. Mr. Allen
specializes in capital raising for emerging and growth companies, infrastructure
projects, and real estate
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financial services executive who spent over 30 years at Credit Suisse as a
Managing Director in fixed income sales and client management. He began his
career in mortgage securities sales in New York City and transitioned to
managing the largest Boston institutional clients for the full range of
securitized products. As Key Account Manager, he established and enhanced client
relationships with money managers, insurance companies, banks, and hedge funds
in Boston. Mr. Allen is known for delivering in the short-run and establishing
productive collaboration in the long run. He is a compelling negotiator,
multi-dimensional team leader, passionate organizer, and tenacious problem
solver.","spans":[]},{"type":"paragraph","text":"Mr. Allen graduated Magna Cum
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committee from 2013-2021. Mr. Allen is a dedicated mentor to Colby students
interested in pursuing careers in the finance industry. He established
\u201cPaving the Road to a Future in Finance\u201d, a financial career day in
Boston for Colby students, in 2012 and has hosted the event for the past ten
years. Extending his mentorship beyond the student population, Mr. Allen
launched the Colby Financial Alumni Club in 2016 and the Passionate Alumni
Advisor program in 2017. Mr. Allen\u2019s work has led to over 600 student
pairings with financial services and consulting mentors. Jay was recently
awarded the Ernest C. Marriner Distinguished Service Award at his
35th\u00a0Colby reunion.","spans":[]},{"type":"paragraph","text":"Mr. Allen
serves on the board of Cathedral High School in Boston, a Catholic, urban and
coeducational college preparatory school committed to excellence and social
justice.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Allen and his wife
Laurie live near Boston, where he enjoys golf and mountain
biking.","spans":[]},{"type":"paragraph","text":"Mr. Allen currently holds
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institutional investors, with a strong focus on family offices. Within this
sphere, he has orchestrated impactful networking events, shared insights at
prestigious family office conferences, and established and managed a discreet
social network tailored specifically to the unique needs of Single-family
Offices
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to staying at the forefront of industry trends, Mr. Mitchell actively
participates in family office conferences and investment forums, ensuring he
remains well-informed about the latest developments and investment
opportunities. His commitment to the industry is unwavering, underpinned by a
genuine passion for facilitating meaningful connections and delivering
exceptional investment
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Mitchell earned a bachelor\u2019s degree in economics at UCSD and is a CFA and
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of Institutional Equity Sales where he oversaw the international distribution of
top ranked global research products. While at AllianceBernstein, Mr. Cook played
a key business development role in building the firm\u2019s global sales
practice. Prior to AllianceBernstein, Mr. Cook served as Vice President of
International Institutional Sales at UBS where he focused on sales of primary
and secondary products to accounts throughout EMEA and Australia. Mr. Cook began
his career in institutional sales at CJ Lawrence Inc. where he developed account
relationships throughout Europe and worked in the firm\u2019s office in Sydney,
Australia.","spans":[]},{"type":"paragraph","text":"Mr. Cook graduated from the
University of Richmond with a B.S. in Marketing\/Finance and earned his
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","spans":[]},{"type":"paragraph","text":"Mr. Cook currently holds Series , 63,
and 24 registrations
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compelling hedge funds, private equity funds, and other alternative investment
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asset fund best practices, institutional investors, family offices, and
successful large-scale fundraising. In this regard, he has raised very
substantial investor capital and commitments for compelling hedge funds, private
equity funds, venture capital funds, and other alternative investment
funds.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Katz\u2019s vast and longstanding professional relationships throughout the
global investor community include high-level relationships with a significant
number of large and other institutional and family office investors worldwide
(including their consultants and OCIO\u2019s), which collectively have trillions
of dollars of assets, and have allocated and continue to allocate large sums of
capital to hedge, private equity and other alternative investment
funds.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Katz\u2019s investor relationships include many prominent, large, and
world-renowned endowments, foundations, funds of funds, insurance companies,
multi-family offices, pensions (public and private), single-family offices, and
sovereign wealth funds, and also many medium and smaller investors as well,
including hundreds that specifically focus on, or otherwise allocate very
substantially to, so-called emerging
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Katz also is a twice-elected Director on the Hedge Fund Association
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Before that, he also served for two years on the HFA Advisory Board (2012-2014),
and he was honored with and received the \u201cYoung Leadership Award\u201d at
the 2011 Hedge Fund Summit. In the three most recent annual Hedgeweek awards
(2021, 2022, 2023), Mr. Katz was voted and nominated by the hedge fund industry
as its best
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the course of his career on Wall Street, Mr. Katz has been quoted numerous times
in the hedge fund and finance press, and he likewise is a frequent featured
speaker and panelist at numerous leading hedge fund conferences, symposia and
webinars, as well as at four of the world\u2019s top 10 business schools
(Columbia, NYU, USC, Wharton), all as an expert regarding alternative
investments, institutional and family office investors, successful large-scale
fundraising, the state of the hedge fund industry, and hedge fund best
practices.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Katz also has received more than 2,000 LinkedIn endorsements, by his alternative
investment and Wall Street peers, as an expert regarding finance, hedge funds,
private equity, alternative investments, institutional investors, family
offices, and successful fundraising. In addition, Mr. Katz also is actively
involved with, supports, and works with numerous leading hedge fund, Wall Street
and other philanthropic causes, including the global Sohn Investment Conference,
and Hedge Funds Care \/ Help for Children (\u201cHFC\u201d), on whose
\u201cCommittee of Hearts\u201d Mr. Katz has been an active member from 2016
through the
present.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Katz is an honors graduate of The Wharton School of Business (summa cum laude)
and Harvard Law
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broker-dealer unit. He co-launched a top-performing global macro hedge fund that
almost survived the GFC, and returned to Florida in 2011.\u00a0Most recently,
Mr. Williams led the institutional and international business development at
Polen Capital, based in Boca Raton. He also has project management credentials
(PRINCE2, ITIL). His highly collaborative approach comes from 35 years of
marketing financial products to leading global investors. In his career, Mr.
Williams has helped raise over $25 billion for various strategies.
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Management, Inc. (\"PFM\"), the nation's leading municipal advisory firm for
municipalities and 501c(3) entities.\u00a0 Mr. Williford then worked at two
different investment banks, where he covered both high-grade and high-yield
financings.\u00a0 He has structured 100% tax-exempt financings and unique
project finance solutions with equity, subordinate debt, bank debt, and
tax-exempt bonds.\u00a0 Most recently, Mr. Williford served as a Director at JE
Dunn Capital Partners, LLC, the investment division of JE Dunn Construction
Company, Inc., one of the nation's largest commercial contractors.\u00a0 In the
course of his career, John has closed over $3.5 billion in
financings.\u00a0\u00a0 In October 2022, John launched Dogwood Pecan, an
independent firm that consults real estate developers on complex real estate
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Williford did his Bachelor of Arts in History and his Master of Science in
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J. Ericson is the Founder of EK Equities. Prior to EK Equities, Ms. Ericson was
a VP with Bar Capital, and prior to Bar Capital, Ms. Ericson was at Greystone &
Co., where she raised approximately $40 million dollars in EB-5 proceeds for
multifamily and skilled nursing facility developments across the United States
from investors in China, India, Vietnam, Brazil, Saudi Arabia and the
Philippines.","spans":[]},{"type":"paragraph","text":"Mrs. Ericson graduated
from Emmanuel College (Boston, Massachusetts) magna cum laude with distinction
in the field of Political Science. Mrs. Ericson volunteers for the Henry Street
Settlement Good Companion Senior Center, located in lower
Manhattan.","spans":[]},{"type":"paragraph","text":"Mrs. Ericson\u00a0holds
Series 7 and Series 63 securities licenses
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Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/alan-fields-aa562918\/","spans":[]}],"photo":{"id":"Yboz9hEAAB4AGkPy","link_type":"Media","name":"Alan.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/df55b150-8828-4515-acc6-9c55f5acd8c3_Alan.jpeg?auto=compress,format","size":"12370","height":"298","width":"298"},"description1":[{"type":"paragraph","text":"Mr.
Alan Fields is the Managing Director at Engild Private Capital
(\u201cEngild\u201d). Mr. Fields has over 20 years experience as an
institutional sales professional, introducing investment solutions to
institutional clients across a wide range of alternative
products.","spans":[]},{"type":"paragraph","text":"Prior to founding Engild, Mr.
Fields was a Principal at The Abraaj Group, where he covered fundraising and
investor relations across North America. Prior to joining The Abraaj Group, he
was a Managing Director with PineBridge Investments (and its predecessor entity
AIG Investments). Mr. Fields has successfully raised over one billion in fund
commitments in various private capital strategies including venture, growth,
buyout, secondaries, emerging markets, infrastructure, and hedge funds. Prior to
AIG\/Pinebridge Mr. Fields was a Managing Director in institutional fixed income
sales with Bear Stearns & Co, and before that he was with the auditing team of
KPMG (f\/k\/a Peat Marwick &
Mitchell).","spans":[]},{"type":"paragraph","text":"Mr. Fields received his MBA
in Finance from The Wharton School, University of Pennsylvania and a BA in
Accounting from Pace University. He holds both the Chartered Financial Analyst
(CFA) and Chartered Alternative Investment Analyst (CAIA) designations. He is
also a Certified Public Accountant (CPA).
","spans":[]},{"type":"paragraph","text":"Mr. Fields currently holds Series 3,
7, and 63 registrations
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Holmes","spans":[]}],"tag":[{"type":"paragraph","text":"Managing
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Carlton Holmes is a Managing Director at Engild Private Capital who works
closely with Engild\u2019s founder and Managing Partner, Alan Fields, CFA,
CAIA.","spans":[]},{"type":"paragraph","text":"Prior to Engild Private
Capital,\u00a0Mr. Holmes was a principal at TACK37 Consulting where he provided
consulting services to consumer goods companies, specializing in marketing and
sales. Prior to\u00a0TACK37 Consulting, Mr. Holmes was Vice President of OTC
Marketing for Taro Pharmaceuticals where he grew an entire portfolio of
profitable OTC generic \/private label products. Prior to Taro Pharmaceuticals,
Mr. Holmes was a Group\u00a0Product Manager at Block Drug. Prior to Block Drug,
Mr. Holmes served as a Product Manager for Johnson &
Johnson.","spans":[]},{"type":"paragraph","text":"Mr. Holmes received his MBA
with a concentration in Marketing & Finance from Columbia Business School and he
received his BA with a major in Mathematics and a minor in Economics from
Cornell University. Mr. Holmes served as a Board Member of the Sag Harbor Hills
Improvement Association. ","spans":[]},{"type":"paragraph","text":"Mr. Holmes
currently holds Series 7, and is pursuing the Series 63 registrations
with\u00a0FINRA.","spans":[{"start":86,"end":91,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"}]}},{"id":"YY0-4hEAACIAGC2F","uid":"eversky-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0-4hEAACIAGC2F%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:03:49+0000","last_publication_date":"2023-06-22T10:40:23+0000","slugs":["eversky-capital-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"YY0-yhEAACIAGC0A","link_type":"Media","name":"EverskyCapital_logo3
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Johnson, CFA is the Founder and Managing Partner of EverSky Capital, LLC. Mr.
Johnson partners with select alternative investment managers with niche
strategies to provide strategic consulting and capital raising
services.","spans":[]},{"type":"paragraph","text":"Prior to launching EverSky
Capital, Mr. Johnson was a Vice President with The True Life Companies, an
opportunistic real estate private equity firm where he was in charge of business
development activities with institutions and family offices. Prior to joining
The True Life Companies, he served 10 years as Vice President of Investments for
Consumer Capital Partners, a single family office, where he sourced investments,
conducted due diligence, and presented recommendations to the Investment
Committee. In this role he evaluated hundreds of alternative investments
including hedge funds, structured credit, private debt, private equity, and real
estate. The resulting portfolio consistently exceeded the firm\u2019s
performance objectives.","spans":[]},{"type":"paragraph","text":"Mr. Johnson has
over 20 years of investment management experience as a trusted advisor for
family office, high net worth, and institutional investors. Throughout his
career he has utilized alternative investments to create absolute return
strategies on over $1billion in assets. With a keen focus on generating positive
returns while managing downside risks, his investment recommendations have
primarily involved real estate private equity structures, private debt, and
non-correlated strategies. Mr. Johnson also has extensive investment banking,
hedge fund management, and institutional fixed income investment experience.
","spans":[]},{"type":"paragraph","text":"Mr. Johnson graduated Magna Cum Laude
with a B.S. in Finance from the University of Colorado at Boulder, Leeds School
of Business. He is a CFA Charterholder, and a member of the CFA Institute and
CFA Society Colorado.","spans":[]},{"type":"paragraph","text":"Mr. Johnson
currently holds series 7 & 63 registrations
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Anthony Kloszewski is the CEO and Manager of First Strike Securities
LLC.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Recognizing
a gap in the market, Mr. Kloszewski further expanded his portfolio in 2023 by
launching First Strike Securities, this venture aims to provide access to
capital markets for startups, emerging funds, and innovative
projects.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr.
Kloszewski\u2019s journey into financial services initially led him to establish
Skynet Systems Capital Partners in order to incubate a quant trading strategy.
However, unforeseen personal challenges faced by his business partner led to a
shift in direction. Undeterred, in 2021, he founded First Strike Finance LLC,
focusing on providing project finance for ground-up real estate developments,
and energy projects, and infusing growth capital into operating companies.
","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr.
Kloszewski began his professional journey with the US Navy in 2010, training as
a nuclear electronics technician. His dedication and prowess led him to the
esteemed United States Naval Academy, where he graduated in 2017 with a B.S. in
Nuclear Engineering. Serving as a surface warfare officer, Anthony showcased
leadership and technical acumen until his departure from active service in
August
2023.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr.
Kloszewski has a personal passion for affordable housing, creating circular
economies, and regenerative
agriculture.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr.
Kloszewski holds the SIE, Series 7, and 63 registrations with
FINRA.","spans":[{"start":66,"end":71,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-credit"},{"category":"private-equity"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"venture-capital"}]}},{"id":"YfBNBxEAACIAkjye","uid":"fort-schuyler-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YfBNBxEAACIAkjye%22%29+%5D%5D","tags":[],"first_publication_date":"2022-01-25T19:29:03+0000","last_publication_date":"2023-06-22T10:40:51+0000","slugs":["fort-schuyler-capital"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"YfBPwxEAACUAkkhD","link_type":"Media","name":"Fort
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Paul Mangione is the Founder and Managing Director of Fort Schuyler Capital. Mr.
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Fort Schuyler Capital, Mr. Mangione established Fort Schuyler Advisors to help
financial institutions analyze portfolios of loans, apply leading technological
solutions to their existing infrastructure, and develop comprehensive plans for
the management of illiquid assets. Mr. Mangione brings over 20+ years of
experience in technology and portfolio management with public investment
companies, private funds, and
broker\/dealers.","spans":[]},{"type":"paragraph","text":"Mr. Mangione was the
Non-Agency Portfolio Manager of Apollo Residential Mortgage, Inc. a public
mortgage REIT focused on investing in and managing residential mortgage-backed
securities (RMBS) and other residential mortgage assets throughout the US. At
Apollo, Mr. Mangione also researched and invested in securities backed by
marketplace lending and Small Business Administration (SBA) 7(a) loans. He was
the Head Trader at Vantium Management LP, another Apollo Global Management
sponsored fund that focused on attaining equity like returns on credit
investments in legacy non-Agency RMBS and residential mortgages. Prior to that,
Mr. Mangione was a Managing Director at a major broker\/dealer where he was a
whole loan trader, specifically focused on residential mortgages, manufactured
housing, automobile, and recreational vehicle loans. Mr. Mangione began his
career at Credit Suisse as a Technical Associate developing systems for MBS
trade entry, allocation, and settlement before transferring to the Asset Finance
Group where he served as a collateral analyst, structurer, and Vice President of
the Financial Engineering team.","spans":[]},{"type":"paragraph","text":"Mr.
Mangione received a Bachelor of Science in Electrical Science and Engineering
and a Master of Science in Electrical Engineering and Computer Science from the
Massachusetts Institute of
Technology.","spans":[]},{"type":"paragraph","text":"Mr. Mangione currently
holds Series 63, and 7TO registrations
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alternative strategies from institutional investors. Additionally, Fox Street
Capital provides advisory services to alternative real estate and prop tech
platforms.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr.
Kenny brings over 30 years of experience in alternative investments, real
estate, and fixed-income securities covering pension funds, investment
consultants, insurance companies, family offices, SWF\u2019s, hedge funds, and
asset
managers.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr.
Kenny joins Stonehaven from Tangent Capital Partners where he was a Managing
Director.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Previously,
Mr. Kenny served as Head of New Business Development for the Real Estate
Investing and Servicing businesses at Starwood Property
Trust.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Prior
to Starwood, Mr. Kenny was Head of Americas Mortgage & Securitized Product Sales
at UBS where he was responsible for the distribution of mortgage-backed
securities (MBS), asset-backed securities (ABS), collateralized loan obligations
(CLOs) and commercial mortgage-backed securities (CMBS) to institutional
clients.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr.
Kenny also spent 17 years at Bank of America \/ Merrill Lynch beginning in 1992
in a variety of roles including Head of Americas Rates Sales, Head of Americas
Mortgage Sales, Co-Head of Credit HF Sales, and Head of Mortgage Origination
Sales.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr.
Kenny also served as part of the fixed-income portfolio management team at Lord
Abbett &
Company.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr.
Kenny received his B.A. in economics from the College of the Holy Cross and his
M.B.A. from the Stern School of Business at New York University.
","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr.
Kenny holds series 7 and 63 registration with
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Deals.","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"John
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Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/wolfmanamadeusdegen\/","spans":[]}],"photo":{"id":"ZNS7nxIAAC0AFA38","link_type":"Media","name":"degens.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/dc36838f-52f4-4be9-a90b-c409fa0daebc_degens.jpeg?auto=compress,format","size":"37662","height":"206","width":"206"},"description1":[{"type":"paragraph","text":"John
Degen is the Managing Director of Fusion Growth Capital,
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formed for the purpose of managing Mr. Degen\u2019s regulated activities. The
firm maintains offices in Stony Brook, NY, and West Palm Beach, FL. Mr. Degen
has accumulated 30 years of finance, investment management, and operating
experience across various industries. His broad expertise includes business
strategy, corporate development, cross-functional business development,
strategic partnering, and strategic supply chain
development.","spans":[]},{"type":"paragraph","text":"Mr. Degen began his
professional career with Ogden Corporation in 1988, During his 6.5 years with
Ogden Mr. Degen obtained a significant understanding of what is needed to
effectively negotiate and close complex business partnerships and projects. John
also held a high-level security clearance and served as the Assistant Facility
Security Officer of Ogden. In 1995, Mr. Degen began his 17-year career with
Sumitomo Corporation\u2019s Business Investment Division. He participated in the
deployment of more than $2.0 billion of debt and equity capital during his time
with Sumitomo. From 2003 to 2010, Mr. Degen held positions with Oxford Finance
Corporation, the leading provider of senior and equipment debt finance for the
healthcare and life science industries, where he had operational profit and loss
responsibilities. In addition, he covered and managed investments across several
operating divisions, including Agriculture, Lifestyle, Specialty Finance,
General Products, Media, and Life Sciences. His final assignment with Sumitomo
led new business development efforts for Sumitomo\u2019s European General
Manager from 2011 to 2013. From 2013 to 2019, Mr. Degen served as a Strategic
Advisor to several early-stage companies. Mr. Degen worked with ShareNett from
2019-22. During his time with ShareNett, he served as an Advisor to the CEO and
was Co-Head of Origination. In 2022, Mr. Degen joined the Stonehaven family as a
partner at Kayak Kapital, LLC. In the Summer of 2023, he established his own
entity with Stonehaven, Fusion Growth
Capital.","spans":[]},{"type":"paragraph","text":"Mr. Degen received a B.A. in
History from the University of Virginia and an MBA from Long Island University.
He also attended executive management education programs at the Kellogg Graduate
School of Management at Northwestern University and the Darden Graduate School
of Business Administration at the University of Virginia.\u00a0
","spans":[]},{"type":"paragraph","text":"Mr. Degen speaks English, German, and
rudimentary Japanese. ","spans":[]},{"type":"paragraph","text":"Mr. Degen
currently holds the Series 7, 63, and 79, and registrations with
FINRA.","spans":[{"start":75,"end":80,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]}],"affiliate":[{"category":null}]}},{"id":"ZU4LZBIAAC0AAdzh","uid":"hedge-fund-private-credit-private-equity-real-estate","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZU4LZBIAAC0AAdzh%22%29+%5D%5D","tags":[],"first_publication_date":"2023-12-06T15:57:07+0000","last_publication_date":"2024-05-03T15:26:26+0000","slugs":[],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"ZU338hIAAC0AAYUs","link_type":"Media","name":"Gotham
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Principal","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/billdouglass\/","spans":[]}],"photo":{"id":"ZU4K2BIAAC4AAdrb","link_type":"Media","name":"Bill
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Douglass is founder and Managing Principal of Gotham Private Capital, a
capital-raising and advisory firm, with a focus on the following industries: AI,
media & entertainment, real estate, travel & hospitality, and
biotechnology.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"In
2022-\u201923 Bill served as a full-time Advisor to Hevolution Foundation, a new
global funder of scientific research into aging and longevity, with an annual
budget of up to $1
Billion.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Bill
concurrently runs Gotham Communications, a strategic communications agency that
he founded in 2010. Clients have included Ambry Genetics (sold to Konica Minolta
for $1 Billion), Advanced Cell Technology (re-branded as Ocata Therapeutics and
sold to Astellas Pharma for $379 Million, as covered in The New York Times), and
XO1 Ltd. (sold to Janssen Pharma\/Johnson & Johnson), as well as family offices,
hedge funds, venture capital firms, and real estate private equity
firms.","spans":[{"start":302,"end":320,"type":"em"}],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"A
Registered Representative of Stonehaven, LLC, Member FINRA\/SIPC, Bill holds the
Uniform Securities Agent license (Series 63) and the Private Securities
Offerings Representative license (Series 82). He attended Boston
University\u2019s College of Communication and has a BA in Russian Studies with
a minor in Russian language from the University of Houston. He has spoken at a
variety of conferences, including Reuters\u2019 HedgeWorld, IMN Alpha Hedge West
and the Horasis Global
Meeting.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Bill\u2019s
writings have been published in The Economist magazine and elsewhere. Having
traveled to nearly 70 countries and worked on five continents, and with deep
work experience in East Asia and the Middle East, he has built an international
network of contacts. He lives in Fairfield County, Connecticut, outside New York
City, with his wife \u2013 a practicing physician \u2013 and their two young
children.","spans":[{"start":39,"end":52,"type":"em"}],"direction":"ltr"}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-credit"},{"category":"private-equity"},{"category":"real-estate"},{"category":"venture-capital"}]}},{"id":"Y7ffpRIAAKaqsr3-","uid":"matt-karnes","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y7ffpRIAAKaqsr3-%22%29+%5D%5D","tags":[],"first_publication_date":"2023-01-17T16:36:22+0000","last_publication_date":"2023-06-22T10:43:10+0000","slugs":["greenwave-capital-partners-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"Y9jVGBEAAC4A2Vsb","link_type":"Media","name":"GreenWave-Capital-Partners-Logo-Small.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/526d214c-ee6b-4562-9460-a7999f89eeb0_GreenWave-Capital-Partners-Logo-Small.jpg?auto=compress,format","size":"36017","height":"154","width":"541"},"name":[{"type":"paragraph","text":"GreenWave
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York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge
Funds, Private Equity, Private Credit, Real Estate, Venture Capital, Direct
Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Matt
Karnes","spans":[]}],"tag":[{"type":"paragraph","text":"Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/matt-karnes-cpa-13653b7\/","spans":[]}],"photo":{"id":"Y7fbQhIAACsAsrfB","link_type":"Media","name":"GreenWave_Matt.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/a29053f6-0d94-4a09-9b95-691b66978e5c_GreenWave_Matt.jpg?auto=compress,format","size":"48054","height":"750","width":"600"},"description1":[{"type":"paragraph","text":"Mr.
Matthew (Matt) Karnes is the Founder of\u00a0GreenWave\u00a0Capital Partners
LLC.","spans":[]},{"type":"paragraph","text":"\u00a0In 2014, Mr. Karnes founded
GreenWave Advisors LLC,\u00a0 to provide independent, institutional quality
financial research and analysis,\u00a0 due diligence and other consulting
services specific to the cannabis sector.\u00a0 Mr. Karnes worked in equity
research focusing on the Radio Broadcasting and Cable Television industries for
First Union Securities,\u00a0 covered Satellite Communication at SG Cowen and,
in addition, worked with the top ranked Consumer Internet analyst at Bear
Stearns & Co. This team was consistently included in\u00a0Institutional
Investor's\u00a0 \u201cAll America Research Team.\u201d Mr. Karnes authored and
co-authored numerous emerging industry research reports as a sell-side equity
analyst, including such names as Google, Sirius, XM Satellite Radio, DIRECTV,
and EchoStar
Communications.","spans":[{"start":521,"end":545,"type":"em"}]},{"type":"paragraph","text":"Matt
was also Principal and Senior Equity Analyst at Bull Path Capital Management, a
New York City based hedge fund, where he was responsible for investment
strategies of emerging technologies primarily\u00a0within the Technology, Media
and Telecom sectors. Prior to his career on Wall Street, Matt held various
finance and accounting positions at PriceWaterhouse Coopers and Deloitte as well
as at Texaco Inc. where he worked throughout the U.S., Europe, The Caribbean and
Asia. Additionally at Chase, Matt was responsible for implementing the
bank\u2019s corporate accounting policies on commodity, interest rate and
foreign currency derivative
products.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Karnes earned his
BS in Accounting and Finance from Miami University (OH) and his MBA in
International Finance from Fordham Gabelli School of Business.\u00a0 He is also
a Certified Pubic Accountant
(inactive).\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Karnes currently
holds Series 7 and 63\u00a0registrations
with\u00a0FINRA.\u00a0","spans":[{"start":62,"end":68,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/us-east-2.protection.sophos.com\/?d=proofpoint.com&u=aHR0cHM6Ly91cmxkZWZlbnNlLnByb29mcG9pbnQuY29tL3YyL3VybD91PWh0dHAtM0FfX3d3dy5maW5yYS5vcmdfJmQ9RHdNR2FRJmM9ZXVHWnN0Y2FURGxsdmltRU44YjdqWHJ3cU9mLXY1QV9DZHBnblZmaWlNTSZyPVJ3OTNKaFdwYnlwM2FXcFBneEMtQlIxc190S0t3bUJfbVZXOGwxOWVSSXE4Zk1WakIxbkh2ZXh4aElZanhpV1AmbT1XdEpMd2RZVjM3UHZfYXhSOTRrX2hub2w1a3R6VWJSV0I1cDJRb0Vrd2FnJnM9S1NCb1JYR2pTRUlTWUc1Q09QcFd6aFR5Z0FRM21mUjc3eS0zNU9FdndwMCZlPQ==&p=m&i=NjFiYmI1ZWE2NmY2ZGEwZTQzNmI4NDY3&t=dG5zeWxxL3hvZFpzQ3ZvcExJRmdVbC9OanZrY3FqblBTUGs2VzlKckxORT0=&h=161b286ebd2b44fbb40a87eb0842f0c0&s=AVNPUEhUT0NFTkNSWVBUSVb7adeiMrOoEZfIu2Stdl9gRf_NhZKj6X1rcyGs6lZBpo1iSZuFFGeplP43-KCF9og","target":"_blank"}}]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"venture-capital"}]}},{"id":"ZdMhvhYAAH1Wy9SN","uid":"greenfield-securities","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZdMhvhYAAH1Wy9SN%22%29+%5D%5D","tags":[],"first_publication_date":"2024-02-20T14:58:28+0000","last_publication_date":"2024-02-20T14:58:28+0000","slugs":[],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"ZdMhLJvppbmYtf06","link_type":"Media","name":"Greenfield
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Julien L. Meyer is the Managing Director and Founder of Greenfield Securities,
LLC.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Greenfield
Securities provides bespoke transaction advisory services including M&A and
capital formation services to help high-growth companies achieve their financial
goals.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"After
a successful career as a serial tech entrepreneur (3 exits), Mr. Meyer combined
his startup experience with his MBA and finance experience and started NorthStar
Venture Partners. After exiting NorthStar, Meyer took on a number of leadership
roles in finance and is now Managing Director at Greenfield Securities where he
works closely with entrepreneurs, investors, and various strategic & financial
M&A
partners.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Meyer holds a Bachelor\u2019s Degree from the University of Central Florida in
Business of Hospitality Management, an MBA with a distinction in
Entrepreneurship from Rollins College Crummer Graduate School of Business, and a
post-graduate certificate in Finance from
Harvard.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Meyer has a unique ability to understand and communicate with entrepreneurs in
an efficient manner and to translate that information for investors and M&A
targets to achieve superior real-world
outcomes.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Meyer currently holds an SIE & Series 63 and 79 registration with
FINRA.","spans":[{"start":70,"end":75,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":"private-equity"},{"category":"venture-capital"}]}},{"id":"ZerhBxEAACMmzeCj","uid":"greybrook-securities","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZerhBxEAACMmzeCj%22%29+%5D%5D","tags":[],"first_publication_date":"2024-03-13T14:04:54+0000","last_publication_date":"2024-03-13T14:04:54+0000","slugs":[],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"ZerfsnUurf2G3NVa","link_type":"Media","name":"Greybrook
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Barry McCullough is a Vice President of Greybrook\u2019s Private Capital Markets
Group, a division of Greybrook
Securities..","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
McCullough is responsible for building and managing relationships with investors
and key partners of the firm.\u00a0He also works closely with management on
strategic initiatives as part of the Private Capital Markets management
committee.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Greybrook
Realty Partners is a leading Toronto-based real estate private equity firm
focused on investments in residential development and value-added assets. The
firm offers investors the unique opportunity to partner with leading North
American real estate developers and share in value-creation activities.
Greybrook Realty Partners, through its affiliates, has invested over $2 billion
of equity in more than 100 real estate projects across Canada and the United
States. In aggregate, its real estate investment portfolio targets the
development of over 65 million square feet of residential and commercial
density, with an estimated completion value of $35
billion.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
McCullough has over 15 years of experience in the investment industry, spanning
both public and private
markets.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
McCullough holds an MBA from the Rotman School of Management at the University
of Toronto, specializing in real
estate.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
McCullough is a registered dealing representative of Greybrook Securities Inc.,
an exempt market dealer (registered in Ontario and certain other provinces)
related to Greybrook Realty
Partners.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
McCullough holds the Series 82 and 63 registrations with
FINRA.","spans":[{"start":61,"end":66,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/","target":"_blank"}}],"direction":"ltr"}]},{"name1":[{"type":"paragraph","text":"Brandon
Crombeen","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Executive
Director","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/brandon-crombeen-63bbb919\/","spans":[],"direction":"ltr"}],"photo":{"id":"Zerg0nUurf2G3NWE","link_type":"Media","name":"Brandon
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Brandon Crombeen is an Executive Director of Greybrook\u2019s Private Capital
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group.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Crombeen is responsible for overseeing and managing Greybrook\u2019s business
development and is a key member of Greybrook\u2019s Capital Markets group
management and investment
committee.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Greybrook
Realty Partners is a leading Toronto-based real estate private equity firm
focused on investments in residential development and value-added assets. The
firm offers investors the unique opportunity to partner with leading North
American real estate developers and share in value-creation activities.
Greybrook Realty Partners, through its affiliates, has invested over $2 billion
of equity in more than 100 real estate projects across Canada and the United
States. In aggregate, its real estate investment portfolio is targeting the
development of over 65 million square feet of residential and commercial
density, with an estimated completion value of $35
billion.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Before
his full-time commitment to Greybrook, Mr. Crombeen completed a 10-year
professional hockey career playing for the Dallas Stars, St. Louis Blues, Tampa
Bay Lightning, and Arizona Coyotes. While playing in the NHL, he was actively
involved in the National Hockey League Players\u2019 Association (NHLPA),
serving as a player representative 6 of his 8 years, as well as being on the
audit committee, pension committee, Life After Hockey committee and the
negotiating committee which was heavily involved in the resolution of the
lockout in 2013. Mr. Crombeen was twice nominated for the Bill Masterson Award
(2009 and 2013) which is awarded to the player \u201cwho best exemplifies the
qualities of perseverance, sportsmanship, and dedication to ice
hockey.\u201d","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Additionally,
Mr. Crombeen is heavily involved in the Juvenile Diabetes Research Foundation
(JDRF) and has worked closely with local chapters and their respective board
members. He helped put together events such as \u201cCrombeen for a Cure\u201d
and \u201cAthletes and Causes,\u201d raising significant money for
JDRF.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Crombeen holds a Bachelor of Science in business degree with a concentration in
finance from the University of
Phoenix.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Crombeen is a registered dealing representative of Greybrook Securities Inc., an
exempt market dealer (registered in Ontario and certain other provinces),
related to Greybrook Realty Partners.\u00a0 Mr. Crombeen is also a registered
representative of Stonehaven, LLC, which facilitates his distribution efforts in
the United
States.","spans":[],"direction":"ltr"}]}],"affiliate":[{"category":"real-estate"}]}},{"id":"YY1AxhEAACIAGDZz","uid":"hadar-capital-partners","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1AxhEAACIAGDZz%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:11:52+0000","last_publication_date":"2023-06-22T10:43:53+0000","slugs":["hadar-capital-partners","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"YbOjWhEAACEACbkO","link_type":"Media","name":"Hadar
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Israel","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private
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Abraham","spans":[]}],"tag":[{"type":"paragraph","text":"Managing
Principal","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/asherabraham\/","spans":[]}],"photo":{"id":"YbohcBEAAB4AGfKp","link_type":"Media","name":"Asher.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/f3ee8e6e-4bd9-4304-a879-b3b2b6c13410_Asher.jpeg?auto=compress,format","size":"27882","height":"498","width":"498"},"description1":[{"type":"paragraph","text":"Asher
Abraham is the Founder and Managing Partner of Hadar Capital Partners, a capital
raising firm located in Israel focused on venture capital, private equity and
real estate.","spans":[]},{"type":"paragraph","text":"For over twenty years, Mr.
Abraham has managed relationships with international companies and private
investors, overseeing and managing over $250M of direct cross-border business
and investment transactions in the US, Europe and Israel. His efforts in recent
years have resulted in over $100M in alternative investment transactions,
several of which have become known success stories of Israel\u2019s hi-tech
industry. Currently, Mr. Abraham is a Venture Partner at NextGen Venture
Partners, a seed-stage VC firm based in Washington, DC, and prior to founding
Hadar Capital, he served as Director of Strategic Partnerships and Head of US at
Skyline AI, an artificial intelligence real estate asset manager. Before that,
Asher was an early team member at OurCrowd Management, a leading Venture Capital
investment platform which ranked the \u201cmost active VC firm in Israel\u201d
(per Pitchbook), where he led the firm\u2019s fundraising activities in the East
coast of the US. Prior to OurCrowd, he led key business growth functions at
Net-Translators (acq. by Morningside), Liberty Mutual Insurance Group, and
Vector Marketing Corp. Mr. Abraham has been featured over the years for his work
in The NY Post, WSJ, and Bloomberg.","spans":[]},{"type":"paragraph","text":"Mr.
Abraham holds a Bachelors of Business Administration in Corporate Finance from
Queens College in New York.","spans":[]},{"type":"paragraph","text":"Mr. Abraham
currently holds series 63, 7 and 82 with
FINRA.","spans":[{"start":53,"end":58,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"real-estate"}]}},{"id":"ZMt_TxEAACoAfwVr","uid":"high-peaks-capital-securities","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZMt_TxEAACoAfwVr%22%29+%5D%5D","tags":[],"first_publication_date":"2023-08-08T07:51:38+0000","last_publication_date":"2023-08-08T07:51:38+0000","slugs":["high-peaks-capital-securities-llc","high-peaks-capital-securities"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"ZMt_EREAAC8AfwRY","link_type":"Media","name":"High
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James Carroll","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Director
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Principal","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/derekjcarroll\/","spans":[]}],"photo":{"id":"ZMuAOBEAADyGfwml","link_type":"Media","name":"Derek
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Derek Carroll is the Managing Director and Principal at High Peaks Capital
Securities, LLC.","spans":[]},{"type":"paragraph","text":"High Peaks Capital
Securities is a boutique investment bank and placement agent that focuses
exclusively on raising debt and equity for private real estate opportunities.
High Peaks Capital Securities offer qualified investors, family offices, and
institutions\u202fcompelling, risk-adjusted, private real estate investment
opportunities. High Peaks Capital Securities also arrange commercial real estate
debt\u202fand equity on behalf of visible sponsors
nationwide.","spans":[]},{"type":"paragraph","text":"Mr. Carroll has over a
decade of experience in real estate capital markets, where he has worked on
collective deals exceeding $1B in value. He arranges joint venture, preferred,
CO-GP, and LP equity structures for real estate transactions. Debt structures
include bridges, mezzanines, and participating mortgages.\u202fMr. Carroll also
helps real estate funds with LP equity
placements.\u202f\u202f","spans":[]},{"type":"paragraph","text":"Mr. Carroll
holds a bachelor\u2019s degree in Applied Economics and Management from Cornell
University. Prior to starting his own firm Mr. Carroll was an award-winning
producer with NorthMarq Capital","spans":[]},{"type":"paragraph","text":"Mr.
Carroll holds series 63 and 82 registrations with
FINRA.\u00a0","spans":[{"start":54,"end":59,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/","target":"_blank"}},{"start":59,"end":61,"type":"strong"}]}]}],"affiliate":[{"category":null}]}},{"id":"YY1BKBEAACIAGDh9","uid":"invictus-impact-capital-partners-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1BKBEAACIAGDh9%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:14:19+0000","last_publication_date":"2022-09-06T15:36:29+0000","slugs":["invictus-impact-capital-partners-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"YY1A5xEAACAAGDcx","link_type":"Media","name":"Invictus_logo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/beabc1be-8c76-489b-a72f-c98768729fe5_Invictus_logo.jpg?auto=compress,format","size":"13832","height":"43","width":"150"},"name":[{"type":"paragraph","text":"Invictus
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M. Pagli Jr.","spans":[]}],"tag":[{"type":"paragraph","text":"Founder, Managing
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John M. Pagli, Jr., is a senior business development advisor in the alternative
investment industry with broad and deep experience with hedge fund and private
markets strategies. Based in Connecticut, he leads capital raising advisory
mandates for raising capital for alternative investment managers and creating
new products for alternative investors. John is a globally positioned C-Level
strategic business development and operating executive with broad and deep
experience of over 25 years in alternative financing and investments across the
full spectrum of structures and investments ranging from private markets,
spanning leveraged finance, structured finance, private equity, mezzanine
financing, private debt and credit, infrastructure and project finance, and ESG,
impact and Opportunity Zone investments, to an extensive array of hedge fund
strategies.","spans":[]},{"type":"paragraph","text":"Mr. Pagli has been integral
to the development and management of alternative financing and investment
businesses at all key phases of the business and product life cycles, both
organically and strategically, through new product development, capital raising,
investor relationship management, and the creation and management of joint
ventures and strategic partnerships to launch and distribute new products to
institutional, family office, UHNW investors and wealth managers globally. He
has been an active member of executive and investment committees, sourcing and
allocating capital to internal principal investment strategies and to external
managers. He is driven by creative, client-centric, complex problem-solving,
drawing on prior experiences in commercial banking, investment banking,
principal investing and consultative selling. John is a frequent speaker on the
international conference circuit and a contributing author to various industry
publications.","spans":[]},{"type":"paragraph","text":"Mr. Pagli has worked with
several industry leading firms in capital markets and investment banking, hedge
funds and private markets. He began his career in specialized lending with
National Westminster Bank, after completing the bank\u2019s credit training
program at the top of his class, and then joined Union Bank of Switzerland to
co-found and co-manage the North American project finance group, with aggregate
transaction values in excess of $1 billion. John then moved to Wall Street and
worked on a number of high-profile financing and advisory assignments and
principal investments with Merrill Lynch with an aggregate transaction value of
over $2.5 billion. Later, he embarked on his career in business development with
alternative investment managers. As President and Managing Partner, John grew
assets under management from $59 million to over $1.5 billion, and another $600
million for a few other alternative investments as head of business development.
More recently, he managed the launch of several private markets funds with
Prospect Capital Management, a leading business development company, and
developed strategic investment partnerships for Corvias, a leading military and
student housing and infrastructure
developer.","spans":[]},{"type":"paragraph","text":"Mr. Pagli earned an MBA
degree with distinction from New York University Stern Graduate School of
Business Administration and a BSBA degree, cum laude, from Boston University
Questrom School of
Business.","spans":[{"start":141,"end":150,"type":"em"}]},{"type":"paragraph","text":"Mr.
Pagli is currently pursuing Series 7, Series 63 and other registrations with
FINRA and Series 65 license with the
SEC.","spans":[{"start":81,"end":86,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"hedge-funds"}]}},{"id":"YcTcAhEAACMA74nP","uid":"jda-funds-management-inc.","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YcTcAhEAACMA74nP%22%29+%5D%5D","tags":[],"first_publication_date":"2021-12-23T20:30:55+0000","last_publication_date":"2023-06-22T10:44:57+0000","slugs":["jda-funds-management-inc."],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"YcTb9REAACQA74mQ","link_type":"Media","name":"JDAFundsLogo-BB.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/53b1e7b0-92ee-47dc-a8d3-445da5c48468_JDAFundsLogo-BB.png?auto=compress,format","size":"11404","height":"177","width":"545"},"name":[{"type":"paragraph","text":"JDA
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Appel\u00a0Founder & Managing Principal of JDA Funds Management,\u00a0Inc.,
raises capital and advises both funds and companies. Some recent successes
for\u00a0Mr. Appel\u00a0include raising\u00a0$50m for a litigation finance
company,\u00a0raising $80M for a VC Fund,\u00a0and\u00a0helping arrange an $800M
merger of a public company transaction. He is also currently an advisor to 4
publicly traded SPACs.\u00a0","spans":[]},{"type":"paragraph","text":"\u00a0Mr.
Appel began his career as an Investment Banker specializing in\u00a0healthcare.
He then transitioned into institutional equity sales and worked at firms
including CJ Lawrence, Salomon Brothers, and Oppenheimer covering the largest
NYC based hedge funds. Mr. Appel then ran a small long\/ short equity hedge
fund.","spans":[]},{"type":"paragraph","text":"Mr.\u00a0Appel was one of the
pioneers of SPACs and then spent 7 years with a very successful merchant bank
before going out on his own.","spans":[]},{"type":"paragraph","text":"Mr. Appel
graduated from The University of Pennsylvania with a B.A. in Economics. Mr.
Appel has been a highly ranked tennis player since childhood and is
the\u00a0Founder of and Captain of Team USA in the Finance Cup. He has mentored
more than 100 former pro and college tennis players and is very active in
philanthropies involving underserved youth and
tennis.\u00a0","spans":[]},{"type":"paragraph","text":"Mr.\u00a0Appel\u00a0currently
holds Series 7, 63, and 79\u00a0 registrations
with\u00a0FINRA.","spans":[{"start":67,"end":72,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":null}]}},{"id":"Y8f_BREAACwAZ40z","uid":"jfm-capital-advisors-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y8f_BREAACwAZ40z%22%29+%5D%5D","tags":[],"first_publication_date":"2023-02-01T09:20:19+0000","last_publication_date":"2023-06-22T10:45:28+0000","slugs":["jfm-capital","jfm-capital-advisors-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"ZADxxxIAACsAIE26","link_type":"Media","name":"JFM
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Joe Maly is the founder and Managing Partner of JFM Capital,
LLC.\u00a0\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"JFM Capital is
dedicated to providing creative financing solutions and advisory services to
companies in a variety of industries. The firm is especially well suited for
raising debt and arranging credit facilities for companies in the energy,
shipping, and industrial
sectors.\u00a0\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Maly has
over 30 years of investment banking experience and was a founding member of the
Investment Banking Group at Jefferies & Company. During his 18-year career at
Jefferies, Mr. Maly specialized in raising debt and equity for his clients in
conjunction with acquisitions, refinancing, buy-outs, recapitalizations, and
restructurings.\u00a0 The transactions ranged from $30 million to over $1
billion and included domestic and foreign-domiciled clients. Following
Jefferies, Mr. Maly was a Managing Director at Global Hunter Securities and its
successor company Seaport Global
Securities.\u00a0\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Maly
received a BA degree in Economics from the University of California, Davis, and
an MBA from the Wharton School of the University of
Pennsylvania.\u00a0\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr.
Maly currently splits his time between Northern California and New
Orleans.\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Maly holds
Series 7, 24, and 63 registrations with
FINRA.\u00a0","spans":[{"start":55,"end":61,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/finra.org"}}]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-equity"},{"category":"private-credit"},{"category":"infrastructure"},{"category":"venture-capital"},{"category":"real-estate"}]}},{"id":"ZJGMsBYAAC4AT9WJ","uid":"jackson-payne-investments-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZJGMsBYAAC4AT9WJ%22%29+%5D%5D","tags":[],"first_publication_date":"2023-06-28T12:50:02+0000","last_publication_date":"2023-07-10T14:43:44+0000","slugs":["jackson-payne-investments-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"ZJGMJRYAAC4AT9MT","link_type":"Media","name":"Jackson
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Private equity, Real Estate and Direct
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Jackson","spans":[]}],"tag":[{"type":"paragraph","text":"Managing
Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/walter-jackson-398844a9\/","spans":[]}],"photo":{"id":"ZJGMCRYAAC8AT9KW","link_type":"Media","name":"Walt
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Walter Jackson is the managing director of Jackson Payne Investments
LLC.","spans":[{"start":47,"end":76,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/stonehaven-llc.lightning.force.com\/lightning\/r\/Account\/0015x00002HgFJTAA3\/view"}}]},{"type":"paragraph","text":"Jackson
Payne Investment LLC is an Independent Boutique Investment Bank with an approach
to building deep client relationships that allow us to provide tailored
strategic and financial support for the operating companies and asset managers
that we represent. They conduct private placements (capital raising), LP
Secondaries (private market liquidity), and M&A activities to help our clients
grow and scale their businesses and achieve optimal
results.","spans":[]},{"type":"paragraph","text":"Earlier in his career, Mr.
Jackson has 24 years of experience as a National Retirement Planner and many
other roles at Fidelity Investment. With a strong focus on 401k expertise,
Walter has successfully guided numerous individuals and corporations in
optimizing their retirement savings strategies. His comprehensive knowledge of
investment vehicles, market trends, and regulatory frameworks allows him to
develop tailored solutions that align with client\u2019s long-term financial
goals. ","spans":[]},{"type":"paragraph","text":"Mr. Jackson has honed his
skills through continuous education and corporate training. He has completed
advanced courses in portfolio management, risk analysis, and financial planning,
enabling him to provide insightful guidance in complex investment landscapes.
Known for his strategic thinking and meticulous attention to detail, Mr. Jackson
has built a reputation for delivering exceptional results and maintaining
long-lasting client relationships. His professionalism and commitment to
excellence have earned him recognition within the industry, as well as the trust
and confidence of his clients.
","spans":[]},{"type":"paragraph","text":"\u00a0Mr. Jackson currently holds
series 7, 63, and 66 registrations with
FINRA","spans":[{"start":69,"end":74,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/"}}]}]},{"name1":[{"type":"paragraph","text":"Isaiah
Payne","spans":[]}],"tag":[{"type":"paragraph","text":"Managing
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Isaiah Payne is a Managing Director at Jackson Payne Investments
LLC.\u00a0","spans":[]},{"type":"paragraph","text":"Jackson Payne Investments
LLC is an independent boutique investment bank with an approach to building deep
client relationships that allows them to provide tailored strategic and
financial support for the operating companies and asset managers that they
represent. Jackson Payne Investments conducts private placements, private
credit, LP Secondaries, and M&A activities, providing clients with the tools and
support that they need to grow and scale their businesses
optimally.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Payne has Wall
Street investment banking experience within a telecom, media, and technology
coverage group. Here he was underwriting credit in multi-billion-dollar public
M&A deals, syndicated loan structures, and notes utilizing several sophisticated
financial instruments, including investment-grade and non-investment-grade debt.
He worked on a small team of three, managing a $2 billion portfolio of the
bank\u2019s assets under management utilizing valuation, financial, and risk
analysis.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Payne has also
previously worked as a graduate assistant in the Finance Department at the
University of South Carolina, as a stock selection analyst managing a
long-equity portfolio for the Business Partnership Foundation, and as a private
equity analyst for a distressed mortgage fund. He graduated high school as one
of sixty-four national scholarship recipients for the $150,000 Frederick C.
Branch Marine Corps Naval Reserves Officer Training Corps. He led platoons of
future sailors and marine officers during training and active-duty orders as a
Midshipman First Class in his
battalion.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Payne holds a
bachelor\u2019s degree in political science from Howard University, a
post-bachelor\u2019s certificate in Business Analytics, and a master\u2019s
degree in business administration from the University of South Carolina. Mr.
Payne holds an investment banker micro-degree offered by the Financial Edge
Learning and Training Institute, where he achieved skill certificates in
financial modeling, valuation methodologies, financial statement analysis, and
M&A analysis. Mr. Payne is also a CFA
candidate.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Payne currently
holds his Series 7, 79, 63, 65, and SIE registrations with
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Sasha Jacob is the Chairman and CEO of Jacob Capital Management
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Capital Management Inc. is a principal investor and financial advisory firm
working with companies in the global renewable power, clean technology and
infrastructure
sectors.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Jacob brings over 23 years of experience in finance and, as an investment
banker, he has been a forerunner in Canada focused on renewable energy, having
been involved in over 100 transactions in the sector valued at more than $8
billion
aggregately.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Jacob holds a BA from Bishop\u2019s University, an MBA from Sir Wilfrid Laurier
University, an LLM from the University of Toronto, and an MA in Sustainable
Finance from the Frankfurt School of Finance and
Management.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Jacob was the recipient of the Laurier MBA Alumni 2009 Outstanding Executive
Leadership Award and the Bishop\u2019s University Top 10 After 10. Mr. Jacob has
served on the Boards of several organizations including as Vice Chair of World
Wildlife Fund (WWF Canada), Director of Plan International Canada, Past Chair of
the Board of Young Presidents\u2019 Organization (YPO Maple Leaf), and current
Chair of the Board of Nature United (The Nature Conservancy in Canada), Chair of
Plan Catalyst, Director of Ceylon Graphite (TSXV:CYL) and Chair of Maritime
Launch Services (NEO:MAXQ) building Canada\u2019s first SpacePort in Nova
Scotia.\"","spans":[],"direction":"ltr"}]}],"affiliate":[{"category":null}]}},{"id":"ZMIngREAACoAVn6W","uid":"k-capital-partners-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZMIngREAACoAVn6W%22%29+%5D%5D","tags":[],"first_publication_date":"2023-07-27T19:40:26+0000","last_publication_date":"2023-07-27T19:40:26+0000","slugs":["k-capital-partners-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"ZMKNXxEAADyGV9oL","link_type":"Media","name":"K
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","spans":[]},{"type":"paragraph","text":"K Capital Partners provides advisory,
business development, and capital-raising services for companies and family
offices with a focus on the sports, entertainment, technology, media, wellness,
and consumer product sectors. The firm is led by Ms. Kuliga, an entrepreneur and
pioneer for women in professional athlete representation.
","spans":[]},{"type":"paragraph","text":"Ms. Kuliga has over 20+ years of
experience in venture capital including investor relations, business
development, and incubating companies. She is on the Board of Advisors of The
Players Impact and Athlete Advisory Board of Bio Direction, Inc. d\/b\/a Nano
Diagnostics. Ms. Kuliga began her career in 1994 as in-house counsel at the
national sports agency, Woolf Associates, and was the first woman to negotiate
an NFL quarterback\u2019s contract.\u00a0 She possesses extensive experience in
athlete representation, corporate consulting, business development, licensing,
sponsorship sales, and event management. In 2017, Ms. Kuliga merged K Sports &
Entertainment, her nationally recognized sports marketing, and athlete
representation agency, with Vanguard Sports Group where she oversees business
development. From 2001-2017, as the founder and CEO of K Sports & Entertainment,
Ms. Kuliga led a national sports management and marketing firm where she
represented NFL players and sold endorsements and sponsorships on behalf of
professional athletes and Fortune 500 companies.
","spans":[]},{"type":"paragraph","text":"Ms. Kuliga holds a bachelor\u2019s
degree from the University of Massachusetts at Amherst and a JD from Suffolk
University Law School. ","spans":[]},{"type":"paragraph","text":"Ms. Kuliga
currently holds series 63 and 82 registrations with
FINRA.","spans":[{"start":63,"end":69,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/us-east-2.protection.sophos.com\/?d=finra.org&u=aHR0cHM6Ly93d3cuZmlucmEub3JnLyMv&p=m&i=NjFhNDA2NWU3OGRlZTIwZTI2MWU4Yzhk&t=QUlMODhQOU1XbUNkcEFqY3lkZDQwTzkxam9sT1E3QXJiUHhMaFlkME9lVT0=&h=1917627af5284d26800cc2f0ca6e6fd7&s=AVNPUEhUT0NFTkNSWVBUSVZcxOMEyJ7XplSsaBmKkvHE1f5sOlrB10jOBVmJLrTHRQ"}}]}]}],"affiliate":[{"category":null}]}},{"id":"ZaZFWBEAACcAiGvH","uid":"mdi-investments-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZaZFWBEAACcAiGvH%22%29+%5D%5D","tags":[],"first_publication_date":"2024-01-29T16:13:19+0000","last_publication_date":"2024-01-29T16:13:19+0000","slugs":["mdi-investments-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"ZaZD6hEAAC0AiGm3","link_type":"Media","name":"MDI
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raise capital, MDI Investments serves as a trusted advisor, combining the
expertise of management consulting with that of a boutique investment
bank.\u00a0","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr.
Iannaccone is an investment banker and banking consultant with over 25 years of
experience. He has been an internal and external consultant to the Top 30 banks
(by assets), community banks, credit unions, and fintechs.
","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr.
Iannaccone provides strategic planning, corporate finance, mergers,
acquisitions, partnerships, and financial modelling services to the banking
sector. In that time, he completed 200+ merger and acquisition assignments,
raised capital, structured debt, and negotiated joint ventures\/partnerships
between fintechs, banks, and asset managers.
","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"During
the Great Financial Crisis, with Mr. Iannaccone\u2019s assistance, five
depositories were able to stave off FDIC receivership. He has held Managing
Director roles at investment banking firms focused on financial services
including Performance Trust Capital Partners, Howe Barnes Investments, and
Fox-Pitt Kelton. Mr. Iannaccone also was an equity research analyst for four
years achieving exceptional IRR results. \u00a0Before those duties, he managed
80 initial public offerings for savings and loans and commercial
banks.\u00a0","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"More
recently, Mr. Iannaccone served on the Advisory Board of several fintech
startups in the consumer lending and residential real estate product
space.\u00a0","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr.
Iannaccone has completed a Bachelor of Science Degree in Computer Science from
Saint John's University and an MBA from Kellogg Graduate School of Business -
Northwestern
University.\u00a0","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Currently,
Mr. Iannaccone lives with his wife, Karen of 34 years, in Oak Park, Illinois. He
has two adult
children.\u00a0","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr.
Iannacone holds Series 7, 24, 63, and 79 registrations
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Donovan is the Founder & Managing Director of Madison Peak Capital Partners. Mr.
Donovan has a track record of raising capital from institutional investors
including family offices, endowments\/foundations, sovereign wealth funds,
consultants, pension funds & insurance companies, with fundraising expertise in
venture capital, private equity, direct investments, private credit, distressed
credit, and hedge funds. Mr. Donovan\u2019s focus areas include tech, fintech,
biotech, AI, and blockchain.","spans":[]},{"type":"paragraph","text":"Prior to
Madison Peak Capital Partners, Mr. Donovan was with Oakpoint. Prior to joining
Oakpoint, Mr. Donovan was the Head of Business Development at Eastern Advisors,
a long\/short equity fund seeded by Tiger Management, where he was responsible
for marketing, business development, and investor
relations.","spans":[]},{"type":"paragraph","text":"Prior to Eastern Advisors,
Mr. Donovan was a Vice President at HSBC Securities Global Equities and was a
Director and Vice President at Deutsche Bank in Hong Kong, London and New
York.","spans":[]},{"type":"paragraph","text":"Mr. Donovan graduated from
Georgetown University with a BBA in Finance.
","spans":[]},{"type":"paragraph","text":"Mr. Donovan currently holds Series 7
and 63 registrations with
FINRA.","spans":[{"start":63,"end":69,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"hedge-funds"}]}},{"id":"YY1CQREAACEAGD6E","uid":"maxwell-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1CQREAACEAGD6E%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:18:13+0000","last_publication_date":"2023-06-22T10:49:06+0000","slugs":["maxwell-capital-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"YY1CNBEAACMAGD5B","link_type":"Media","name":"MaxwellCapLLC_logo2.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/7d40f53b-bf66-4815-9c46-8e4ea09b91f5_MaxwellCapLLC_logo2.jpg?auto=compress,format","size":"5359","height":"64","width":"112"},"name":[{"type":"paragraph","text":"Maxwell
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related activity in private equity and M&A advisory
assignments.","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Matthew
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Johan is the Founder and Principal of Maxwell Capital, LLC. Mr. Johan has 16
years of investment banking experience focused on raising capital for marine
transportation and offshore energy
companies.","spans":[]},{"type":"paragraph","text":"Prior to launching Maxwell
Capital, Mr. Johan opened and led the New York office and the US-focused
corporate finance practice for Arctic Securities, a Norwegian investment bank
with a focus on shipping and offshore energy
segments.","spans":[]},{"type":"paragraph","text":"Prior to Arctic Securities,
Mr. Johan was a partner at RS Platou Markets where he had origination and
execution responsibilities for private and public debt and equity placements in
shipping and offshore energy. This firm was sold to Clarkson PLC and renamed
Clarkson Platou Securities.","spans":[]},{"type":"paragraph","text":"Prior to RS
Platou Markets, Mr. Johan was an Investment Banking Analyst and Associate at
Jefferies & Co. where he worked on the origination and execution of high yield
bond and private equity placements and advisory assignments focusing on shipping
and agricultural commodity transactions. Mr. Johan worked from both the New York
and Singapore offices.","spans":[]},{"type":"paragraph","text":"Mr. Johan has
focused on structures including Project bonds (IG\/sub-IG), Senior debt,
Sale-leasebacks, Mezzanine, and Private Equity. He has also focused on issuers
which are privately held corporates that typically are non-US
domiciled.","spans":[]},{"type":"paragraph","text":"Mr. Johan received his BA
from the University of California, Berkeley. Mr. Johan holds Series 7, 24, 55,
63, and 79 registrations with FINRA.
","spans":[{"start":135,"end":140,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]},{"type":"paragraph","text":"Mr.
Johan lives in East Hampton,
NY.","spans":[]}]}],"affiliate":[{"category":"private-equity"},{"category":"infrastructure"}]}},{"id":"ZfmkbRMAAJMBIV5V","uid":"hedge-fund","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZfmkbRMAAJMBIV5V%22%29+%5D%5D","tags":[],"first_publication_date":"2024-03-28T15:22:43+0000","last_publication_date":"2024-03-28T15:22:43+0000","slugs":[],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"Zfmjqw4qyfNhFycZ","link_type":"Media","name":"McGreal
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Consulting Group focuses on merging traditional financial market strategies with
modern technological advancements in the U.S. listed equities & options markets.
In addition, Mr. McGreal is focused on sourcing compelling private investment
opportunities for his investor
network.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
McGreal brings his network of hedge funds and professional, active traders a
profound understanding of trading mechanics, prime brokerage services, and
execution & clearing technologies. His enthusiasm lies in finding his clients
the best tools and strategic partnerships to set up their strategies for
success.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
McGreal earned a Bachelor\u2019s Degree in Finance from DePaul University
located in Chicago,
Illinois.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
McGreal currently holds the SIE and series 3, 7, 57, and 63 registrations with
FINRA.","spans":[{"start":83,"end":88,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/","target":"_self"}}],"direction":"ltr"}]}],"affiliate":[{"category":"hedge-funds"}]}},{"id":"YZ0GTRUAACMAqv4O","uid":"new-legacy-investment-group","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YZ0GTRUAACMAqv4O%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-23T15:18:40+0000","last_publication_date":"2023-06-22T10:51:07+0000","slugs":["new-legacy-investment-group-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"YZ0FYBUAACMAqvuR","link_type":"Media","name":"NEwLegacy_logo2.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/e988aaef-4a1e-4f3a-a507-781b206a9516_NEwLegacy_logo2.png?auto=compress,format","size":"7586","height":"91","width":"200"},"name":[{"type":"paragraph","text":"New
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Weilgus, CPA","spans":[]}],"tag":[{"type":"paragraph","text":" Managing
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Joseph Weilgus, CPA is the Managing Partner of New Legacy Investment Group, LLC,
a capital raising group primarily focused on direct investments. He also
currently serves as the CEO of the New Legacy Investment Group of Companies, an
SEC registered investment advisory firm that includes investment advisory and
other services focused on the needs of families of significant net worth, a fund
allocation business, and a direct investment business with holdings across
technology, real estate, finance, and other sectors. Mr. Weilgus also co-founded
Syno Capital, a New Legacy subsidiary focused on healthcare and bio-tech
investments.","spans":[]},{"type":"paragraph","text":"Prior to co-founding New
Legacy in 2007, Mr. Weilgus was President of Geller Holdings, LLC and Managing
Director, Client Relations at Geller & Co where he advised clients and firm
principals on numerous investments and structured financial transactions, as
well as the growth of the company's
business.","spans":[]},{"type":"paragraph","text":"Prior to joining Geller, Mr.
Weilgus was Director of Client Relations at American Express Tax and Business
Services Inc. (\"TBS\") and was responsible for the Venture Services Group as
well as the Government Services Group as part of his business development role.
He has helped companies and governments improve their businesses and operations
by advising and introducing senior management to financing and funding sources,
business strategy, mergers and acquisitions and debt-offerings. Mr. Weilgus was
the driving force behind financing transactions in excess of $500 million in
2004 and 2005 and launched numerous initiatives within TBS. Before joining
American Express he was a Senior Associate with PricewaterhouseCoopers in the
audit practice where he earned his
CPA.","spans":[]},{"type":"paragraph","text":"Mr. Weilgus was selected by the
Harvard Business School Club of New York as the Not-for-Profit Entrepreneur of
the Year in 2002 for his outstanding work as Founder and Chairman of Project
Sunshine, a multi-national children's non-profit organization. Mr. Weilgus
founded Project Sunshine out of his college dorm room in 1998. Its 18,000
volunteers now serve over 150,000 children a year in 175 cities across the U.S.,
Canada, Africa, China and the Middle East. In 2004, he was awarded the 8th
Annual Business Leadership Award from Yeshiva University. He, along with Project
Sunshine, has received numerous honorariums, including ringing the opening and
closing bells at the NYSE and NASDAQ exchanges in honor of the Mayor Bloomberg's
declaration of Project Sunshine Week in New York City over the past several
years.","spans":[]},{"type":"paragraph","text":"Mr. Weilgus earned a B.S. in
Accounting from Yeshiva University in 1999 and has participated in executive
education programs at Harvard Business School. He was an undefeated NCAA tennis
player and Editor-in-Chief of the business newspaper at Yeshiva. He is the
Founder and Chairman of the Board of Project Sunshine, an active member of the
Young Presidents Organization, a board member of the American Hebrew Academy in
Greensboro, North Carolina. ","spans":[]},{"type":"paragraph","text":"Mr.
Weilgus currently holds Series 7 and 63 licenses with
FINRA.","spans":[{"start":58,"end":63,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]},{"name1":[{"type":"paragraph","text":"Albert
J. Petrole","spans":[]}],"tag":[{"type":"paragraph","text":"Operations
Associate","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/albertjpetrole\/","spans":[]}],"photo":{"id":"YmZuDRIAACUABgvu","link_type":"Media","name":"AJ.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/7b2a679f-b49e-4fc0-8724-598153cf96fd_AJ.png?auto=compress,format","size":"193565","height":"450","width":"360"},"description1":[{"type":"paragraph","text":"Mr.
Albert J. Petrole is the Operations Associate with New Legacy Investment Group
LLC. Mr. Petrole joined the New Legacy Group of Companies in
2021.","spans":[]},{"type":"paragraph","text":"Prior to joining New Legacy, Mr.
Petrole was a Senior Associate in PwC\u2019s Financial Markets practice where he
led transaction advisory and valuation service
engagements.","spans":[]},{"type":"paragraph","text":"Mr. Petrole graduated from
the Smeal College of Business at the Pennsylvania State University in 2017 with
a Bachelor of Science in Accounting and a minor in Internal Business. Mr.
Petrole also has education in International Business from Temple University,
Rome.","spans":[]},{"type":"paragraph","text":"Mr. Petrole is a licensed
Certified Public Accountant in the Commonwealth of
Pennsylvania.","spans":[]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"real-estate"},{"category":"hedge-funds"}]}},{"id":"YZ0G7BUAACQAqwEF","uid":"nomos-group-holdings","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YZ0G7BUAACQAqwEF%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-23T15:21:20+0000","last_publication_date":"2023-06-22T10:51:34+0000","slugs":["nomos-group-holdings-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"YdZRARMAACUAcyYH","link_type":"Media","name":"Nomos
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Cox","spans":[]}],"tag":[{"type":"paragraph","text":"CEO &
Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/stonington-cox-81886\/","spans":[]}],"photo":{"id":"YbouuhEAACAAGiuK","link_type":"Media","name":"Cox.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/effd1330-f46a-4a1a-abc9-b3618ae914c2_Cox.jpeg?auto=compress,format","size":"24418","height":"289","width":"289"},"description1":[{"type":"paragraph","text":"Mr.
Stonington Cox is the Founder & CEO of Nomos Group Holdings, LLC, a capital
raising firm focused on private co-living and other types of real estate
investment opportunities.","spans":[]},{"type":"paragraph","text":"Prior to
Nomos, Mr. Cox was a Director with Cadre, an investment management and advisory
business based in New York that focuses on providing individuals and
institutions direct access to large commercial real estate investment
opportunities.\u00a0 Cadre also offers a managed portfolio service and a real
estate secondaries market.","spans":[]},{"type":"paragraph","text":"Prior to
Cadre, Mr. Cox was the Interim Head of Real Estate at OpenDoor Coliving, a firm
building a lifestyle housing brand & national network of co-living properties,
where he remains a Board Member.\u00a0 OpenDoor\u2019s co-living model and
operations enable higher-density residential properties that increases rents per
sqft and NOI, while catering to the unmet needs of the millennial urban
market.","spans":[]},{"type":"paragraph","text":"Prior to OpenDoor, Mr. Cox was
a Partner at Accord Group Holdings, LLC, a financial advisory firm specializing
in the structuring and investment in private equity real estate vehicles as well
as principal investing into select vehicles, transactions, and
platforms.\u00a0\u00a0 Accord\u2019s business consists of M&A Advisory,
structuring and capital raising, as well as principal investing and fund vehicle
management.","spans":[]},{"type":"paragraph","text":"Prior to Accord, Mr. Cox
was a principal within Private Capital Markets for Macquarie Group based in Hong
Kong.\u00a0 In this role, Mr. Cox structured and raised private equity real
estate vehicles for Asia real estate managers including a mid-market Tokyo
residential fund, one of the first car parking funds in China (US $265M), and
the structuring of an industrial logistics fund in Japan (US$1bn +).\u00a0 Mr.
Cox also focused on multiple other assignments throughout India, China,
Australia, and Japan.","spans":[]},{"type":"paragraph","text":"Prior to
Macquarie Group, Mr. Cox was consultant with Boston Consulting Group.\u00a0
Prior to Boston Consulting Group, Mr. Cox was a Commercial Real Estate Sales and
Leasing, Tenant Representative Agent working very closely with the head of the
GMAC\/Pacific Union Commercial
Brokerage.","spans":[]},{"type":"paragraph","text":"Mr. Cox earned a B.S. with
Honors in The Science of Foreign Service, Culture and Politics from Georgetown
University. \u00a0Mr. Cox earned an MBA from Columbia Business School with a
concentration in Real Estate Finance.\u00a0 Mr. Cox also earned a Master\u2019s
degree in Finance, Investment Banking from INSEAD.\u00a0
","spans":[]},{"type":"paragraph","text":"Mr. Cox currently holds Series 7, 24
and 63 registrations with
FINRA.","spans":[{"start":63,"end":68,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org"}}]}]},{"name1":[{"type":"paragraph","text":"Connor
Moore","spans":[]}],"tag":[{"type":"paragraph","text":"Associate","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/connorjmoore\/","spans":[]}],"photo":{"id":"Y8FoWREAACsAS538","link_type":"Media","name":"Connor
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Connor Moore is a Senior Associate of Nomos Group Holdings,
LLC.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Moore launched his
career in Real Estate Finance in 2020 when he joined Nomos Group, an advisory
and capital raising firm based in Miami, FL focused on innovative real estates
strategies such as Coliving and Property
Technology.\u00a0","spans":[]},{"type":"paragraph","text":"Before joining Nomos,
Mr. Moore led the Business Development team at an image recognition start-up
called TrademarkVision, which was acquired by Clarivate Analytics (a Thomson
Reuters spinoff) in 2018. During his two years at TrademarkVision, Mr. Moore
participated in a business fellowship program called \u201cVenture for
America,\u201d where he honed his entrepreneurial skills and developed an
extensive network of start-up
founders.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Moore completed his
MBA in Kuala Lumpur, Malaysia, at the Asia School of Business (in collaboration
with MIT Sloan), focusing his studies on international business and
entrepreneurship. Mr. Moore also holds a Bachelor of Arts in Public Policy from
Duke University.\u00a0","spans":[]},{"type":"paragraph","text":"While in
business school, Mr. Moore spent three months visiting Coliving operators and
attending real estate conferences around the world for his master\u2019s thesis,
\u201cThe Case for Coliving.\u201d It was this experience of deep research and
industry networking that pushed Connor into a career in real estate to pursue
his passion for communal living models and creating better ways for people to
live. ","spans":[]},{"type":"paragraph","text":"Mr. Moore recently passed the
FINRA. Series 7 & 63 exams to become a licensed securities
professional.","spans":[{"start":30,"end":35,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"real-estate"}]}},{"id":"Y-ZeJRIAACsAbRzt","uid":"oxon-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y-ZeJRIAACsAbRzt%22%29+%5D%5D","tags":[],"first_publication_date":"2023-02-15T16:59:28+0000","last_publication_date":"2023-02-15T16:59:28+0000","slugs":["oxon-capital","oxon-capital-intermediacao-de-negocios-ltda."],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"Y-rB1RIAACoAgIGT","link_type":"Media","name":"Copy
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Capital","spans":[]}],"location":[{"type":"paragraph","text":"Sao Paulo,
Brazil","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private
Equity, Private Credit, Infrastructure, Venture Capital, Direct
Deals.","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/www.oxoncap.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Oliver
Tilleard","spans":[]}],"tag":[{"type":"paragraph","text":"Founder and Managing
Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/oliver-tilleard\/","spans":[]}],"photo":{"id":"Y-ZdyhIAAC0AbRuo","link_type":"Media","name":"OT-Oxon-Profile.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/c4616139-7a3c-45ee-8a8b-73b4110d8e5b_OT-Oxon-Profile.jpeg?auto=compress,format","size":"511150","height":"2048","width":"1536"},"description1":[{"type":"paragraph","text":"Mr.
Oliver Tilleard is the Founder and Managing Partner of Oxon
Capital.","spans":[]},{"type":"paragraph","text":"Oxon Capital is a fund
placement agent that provides institutional investors globally access to
best-in-class, niche investment managers across Latin America and the
US.","spans":[]},{"type":"paragraph","text":"Prior to Oxon, Mr. Tilleard was a
Senior Partner at Brunel Partners, where he raised capital and led successful
primary fundraises in the US and Latin America for both emerging and top-tier
asset managers across alternative asset classes.
","spans":[]},{"type":"paragraph","text":"Originally from Oxford, UK, Mr.
Tilleard moved to Brazil in 2013 to lead LATAM institutional sales for City
Credit Capital, a London-based brokerage
firm.","spans":[]},{"type":"paragraph","text":"Mr. Tilleard currently splits his
time between Sao Paulo and New
York.","spans":[]},{"type":"paragraph","text":"Mr. Tilleard currently holds
Series 7 & 63 registrations with
FINRA.","spans":[{"start":62,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"finra.org"}}]}]}],"affiliate":[{"category":"private-equity"},{"category":"private-credit"},{"category":"venture-capital"},{"category":"infrastructure"}]}},{"id":"ZQRlahEAACsAm-0m","uid":"pacific-alternative-investments-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZQRlahEAACsAm-0m%22%29+%5D%5D","tags":[],"first_publication_date":"2023-09-19T15:26:01+0000","last_publication_date":"2023-09-22T07:17:58+0000","slugs":["pacific-alternative-investments-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"ZQsBmBIAACkA66qW","link_type":"Media","name":"Pacific_Alternative_FinalLogo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/b662c1d0-9e42-4a4a-93d0-31892afdd473_Pacific_Alternative_FinalLogo.jpg?auto=compress,format","size":"664548","height":"187","width":"1305"},"name":[{"type":"paragraph","text":"Pacific
Alternative Investments
LLC","spans":[]}],"location":[{"type":"paragraph","text":"Newport Beach,
CA","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Fund,
Private Credit, Private Equity, Real Estate, Infrastructure, Venture Capital and
Direct
Deals.","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Rob
Lingle","spans":[]}],"tag":[{"type":"paragraph","text":"Founder and
President","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/rob-lingle-9782063\/","spans":[]}],"photo":{"id":"ZQRkoxEAACkAm-v2","link_type":"Media","name":"Rob
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Rob Lingle is the Founder and President of Pacific Alternative Investments,
LLC.","spans":[]},{"type":"paragraph","text":"Pacific Alternative Investments,
LLC offers distribution services to differentiated alternative investment
managers and sources compelling investment opportunities for institutional and
high net worth investors. The firm leverages nearly two decades of relationships
that Mr. Lingle has developed from his prior roles in business
development.","spans":[]},{"type":"paragraph","text":"Mr. Lingle recently
celebrated his 40th year in the financial industry.\u00a0 He began his career as
a financial consultant at Merrill Lynch and Shearson Lehman Brothers prior to
becoming a CTA and managing money for Commodities Corporation. Later he founded
and managed his own brokerage company for more than a decade before
transitioning to the marketing of alternative investments in 2005; internally at
CTA\u2019s Tactical Investment Management and Northfield Trading and externally
at placement agent firms, Hedge Harbor and Capital Growth
Advisors.","spans":[]},{"type":"paragraph","text":"Mr. Lingle has been
passionate about the investment industry since meeting his mentor, \u201cMarket
Wizard\u201d Ed Seykota while attending college.\u00a0 In addition to being a
futures and equities trader, he is an investor in a variety of alternative
investment limited partnerships that include CTA, systematic global macro,
long\/short equity, private credit, private equity, venture capital, real
estate, niche fund of funds, merger, and structural arbitrage.\u00a0 His
experience as both a money manager and investor give him valuable insight into
the perspectives of the managers and investors that he
assists.","spans":[]},{"type":"paragraph","text":"Mr. Lingle received his
Bachelor of Arts in Economics and International Relations from the University of
Southern California.","spans":[]},{"type":"paragraph","text":"Mr. Lingle holds
the Series 3, 7, 30, 63, and 65 registrations with FINRA and the NFA, and is a
member of the California Alternative Investment Association.\u00a0 He and his
wife are lifelong residents of Southern California, and he is an avid golfer and
tennis
player.","spans":[{"start":68,"end":73,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]},{"type":"paragraph","text":"\u00a0","spans":[]}]}],"affiliate":[{"category":null}]}},{"id":"YZ0HvRUAACQAqwTU","uid":"paddington-stone-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YZ0HvRUAACQAqwTU%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-23T15:24:53+0000","last_publication_date":"2023-06-22T10:52:23+0000","slugs":["paddington-stone-capital","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"YZ0FYRUAACQAqvuZ","link_type":"Media","name":"paddingtonstone_logo2.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/e1fa10b5-a20d-4861-928a-f4a336bc2b29_paddingtonstone_logo2.jpeg?auto=compress,format","size":"29213","height":"236","width":"448"},"name":[{"type":"paragraph","text":"Paddington
Stone Capital","spans":[]}],"location":[{"type":"paragraph","text":"New York,
NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Equity,
Real
Estate","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Adam
Kessner","spans":[]}],"tag":[{"type":"paragraph","text":"Principal &
Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/adam-kessner-1b41709\/","spans":[]}],"photo":{"id":"YbofshEAACIAGe8s","link_type":"Media","name":"Adam.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/769ca249-47a0-40e6-9851-44881966464c_Adam.jpeg?auto=compress,format","size":"20025","height":"394","width":"394"},"description1":[{"type":"paragraph","text":"Mr.
Adam Kessner is the Principal and Founder of Paddington Stone Capital. Mr.
Kessner leads Paddington Stone Capital\u2019s investment marketing efforts on
behalf of proven managers specializing in real estate. Prior to launching
Paddington Stone, Mr. Kessner served as the Chief Executive Officer of multiple
real estate brokerage firms he founded including Vertical City Realty in New
York City, Paddington Stone Realty in Westchester County, NY and Fairfield
County, CT, which focused on residential leasing and sales, as well as
Paddington Stone Commercial Strategies in Westchester County, which focused on
commercial real estate.","spans":[]},{"type":"paragraph","text":"The Kessner
family is a significant player in New York City real estate, operating under the
K5 Equities umbrella. Early exposure to the complexities of New York City real
estate provided Mr. Kessner with unique and valuable
insights.","spans":[]},{"type":"paragraph","text":"Mr. Kessner graduated from
the University of Rhode Island with a B.S. in Finance. Mr. Kessner earned his
Master\u2019s Degree in Business from San Diego State University with a
concentration in Entrepreneurship. Mr. Kessner serves on the Board of Directors
for Steve's Camp at Horizon Farms, a non-profit organization founded by the
Kessner family in 2009 dedicated to providing a unique experience to underserved
New York City teens.","spans":[]},{"type":"paragraph","text":"Mr. Kessner
currently holds Series 7 and 63 registrations with
FINRA.","spans":[{"start":63,"end":68,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/"}}]}]}],"affiliate":[{"category":"real-estate"}]}},{"id":"YY1FPREAACAAGE4T","uid":"park-lane","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1FPREAACAAGE4T%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:30:56+0000","last_publication_date":"2023-06-22T10:53:20+0000","slugs":["park-lane","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"YY1FEBEAACEAGE0X","link_type":"Media","name":"Park-Lane-logo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/89c1e9ba-da5b-45ab-92d2-54a70da678ae_Park-Lane-logo.jpg?auto=compress,format","size":"7313","height":"32","width":"150"},"name":[{"type":"paragraph","text":"Park
Lane","spans":[]}],"location":[{"type":"paragraph","text":"Santa Monica,
CA","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Sports\/ Media\/
Entertainment Direct Deals & Real
Estate","spans":[]}],"website":[{"type":"paragraph","text":"www.prkln.com","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Andrew
Kline","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing
Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/andrewkline\/","spans":[]}],"photo":{"id":"YbotqREAAB4AGiaf","link_type":"Media","name":"andrew.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/53bb125e-dbaf-4e90-9e03-f1f52437d6d5_andrew.jpeg?auto=compress,format","size":"97843","height":"800","width":"800"},"description1":[{"type":"paragraph","text":"Mr.
Andrew Kline is the Founder and Managing Director at Park Lane. Park Lane was
founded in 2005 to facilitate the purchase and sales of professional sports
teams as well as the financing of early and late-stage sports-based
businesses.","spans":[]},{"type":"paragraph","text":"Mr. Kline brings a broad
background of professional sports experience, investment banking expertise, and
industry knowledge to Park Lane. He has advised on M&A transactions in all the
major sports and he has also been instrumental in obtaining financing for many
early-stage sports-based
businesses.","spans":[]},{"type":"paragraph","text":"Mr. Kline is currently a
member of the Stanford Executive Circle, Young Presidents Organization (YPO),
the Association of Corporate Growth, the NFLPA, and the NFL Retired Players
Association. In 2013, at the age of 36, Mr. Kline was named to The M&A
Advisor\u2019s 40 Under 40 list. Mr. Kline was also named to SportsBusiness
Journal\u2019s 2016 Power Players List in the Advisory category and Los Angeles
Business Journal\u2019s 2017 edition of The Money Book celebrating the most
influential people in Los Angeles
finance.","spans":[]},{"type":"paragraph","text":"Prior to founding Park Lane,
Mr. Kline was drafted by the NFL World Champion St. Louis Rams, for whom he
played center and quick guard. After retiring from the NFL, Mr. Kline became an
active investor in the San Diego and Arizona real estate markets and brought
sizable returns to investors in his fund. Mr. Kline also founded The Australian
Surf Academy (sold to Surf Diva in 2004) and The Athletes Agency (sold 49% in
2005). Kline also served as the Chairman of the Athletes for Rudy Giuliani
Coalition during Giuliani\u2019s bid for the presidency. He serves on the Board
of Directors of the Navy SEAL Family Foundation and is very active in
fundraising efforts for Special Forces and Special Operations
Forces.","spans":[]},{"type":"paragraph","text":"Mr. Kline attended San Diego
State University, where he majored in Psychology, and the Business Management &
Entrepreneurship Program at the Stanford Graduate School of Business.
","spans":[]},{"type":"paragraph","text":"Mr. Kline currently holds Series 7 and
63 registrations with
FINRA.","spans":[{"start":61,"end":66,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org"}}]}]},{"name1":[{"type":"paragraph","text":"Sean
Clemens","spans":[]}],"tag":[{"type":"paragraph","text":"Senior Vice President &
Principal","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/sean-clemens-28610020\/","spans":[]}],"photo":{"id":"YbotyBEAACAAGicw","link_type":"Media","name":"sean.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/f50beaa1-bd3d-4129-b3dc-55b75300fe05_sean.jpeg?auto=compress,format","size":"42608","height":"450","width":"450"},"description1":[{"type":"paragraph","text":"Mr.
Sean Clemens is a Senior Vice President and Principal at Park
Lane.","spans":[]},{"type":"paragraph","text":"Mr. Clemens joined Park Lane in
2009 and plays a principal role in the firm\u2019s financial analysis, due
diligence, document preparation, and research. He is an active participant on
the firm\u2019s deal review team, evaluating potential engagements including
capital raising transactions, mergers and acquisitions, and restructurings. He
has worked on transactions across all major American sports leagues, minor
leagues, European soccer, and spanning a wide range of sports-based
businesses.","spans":[]},{"type":"paragraph","text":"Mr. Clemens is a key
contributor to Park Lane\u2019s valuation practice and liaises with the
firm\u2019s broker dealer to manage compliance efforts. He has authored several
SportsBusiness Journal articles and sports industry white papers on behalf of
Park Lane.","spans":[]},{"type":"paragraph","text":"Mr. Clemens is a graduate of
Cornell University, where he earned a B.A. in Economics and Spanish. He also
studied in Spain at the University of Seville.
","spans":[]},{"type":"paragraph","text":"Mr. Clemens currently holds Series 7,
62, 63, and 79 registrations
with\u00a0FINRA.","spans":[{"start":72,"end":77,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org"}}]}]},{"name1":[{"type":"paragraph","text":"Edwin
E. Draughan","spans":[]}],"tag":[{"type":"paragraph","text":"Investment Banking
Associate","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/edwindraughan\/","spans":[]}],"photo":{"id":"YbouMBEAACIAGikT","link_type":"Media","name":"ParkLane.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/732c3629-4e8c-4668-b470-ea7d8752800f_ParkLane.jpeg?auto=compress,format","size":"30436","height":"300","width":"300"},"description1":[{"type":"paragraph","text":"Mr.
Edwin E. Draughan is an Investment Banking Associate at Park
Lane.","spans":[]},{"type":"paragraph","text":"Edwin has been a member of Park
Lane since 2018 and is actively involved across all of the firm\u2019s services.
Mr. Draughan\u2019s responsibilities include reviewing prospective incoming
deals, managing client and investor relations, conducting due diligence, and
assisting in the preparation of our client\u2019s marketing and financial
material. Since his arrival, Mr. Draughan has been a key contributor in
originating and closing deals in the Sports M&A, Capital Group and Franchise
Valuations verticals.","spans":[]},{"type":"paragraph","text":"Prior to Park
Lane, Mr. Draughan was a professional basketball player in Europe. During his
10-year career, Mr. Draughan competed and won championships in countries such as
Switzerland, France, and Hungary. Toward the end of his professional basketball
career, he founded the private wealth management\/financial planning firm,
Diesel Financial, where he helped professional athletes build a strong financial
future. During that time, he earned his C.F.P. (Certificate of Financial
Planning) and E.A. (Enrolled Agent)
distinction.","spans":[]},{"type":"paragraph","text":"Mr. Draughan earned his
undergraduate degree at Yale University and he earned a M.B.A. from the Marshall
School of Business at University of Southern California.
","spans":[]},{"type":"paragraph","text":"Mr Draughan currently holds Series 63,
79 and 82 registrations with
FINRA.","spans":[{"start":68,"end":73,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org"}}]}]},{"name1":[{"type":"paragraph","text":"David
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David Hartzell is a Senior Analyst for Park Lane Investment Bank. His primary
role is to effect securities transactions, namely within the primary and
secondary markets. Mr. Hartzell is focused on facilitating transactions in later
stage, illiquid stock in private
companies.","spans":[]},{"type":"paragraph","text":"Prior to Park Lane, Mr.
Hartzell was enlisted in the United States Navy. Mr. Hartzell earned his BS in
International Business at SUNY Buffalo. He currently resides in Southern
California. ","spans":[]},{"type":"paragraph","text":"Mr. Hartzell currently
holds Series 7 and 63 registrations with
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Park Lane\u2019s Controller and is responsible for supporting the accounting and
cash management activities of Park Lane, the proprietary Fund, and the portfolio
companies. Medici has over 20 years of experience in accounting and
finance.\u00a0","spans":[]},{"type":"paragraph","text":"Prior to her role at
Park Lane,\u00a0Ms.\u00a0Medici served as\u00a0an\u00a0accountant to Rogers Foam
Corporation, Accounts Payable Clerk at Beacon, and accounting manager
at\u00a0ThinkBox\u00a0Inc.\u00a0","spans":[]},{"type":"paragraph","text":"Ms.\u00a0Medici\u00a0earned
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distinction.\u00a0Ms.\u00a0Medici also attended Harvard University and UCLA
where she completed her accounting
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selection and introduction of high quality alternative investment managers to
his universe of investor relationships which is comprised largely of family
offices that Mr. Rosenberg has cultivated over decades.\u00a0 For the past 15
years, he has been committed to building his business through QMC, LLC and has
raised a significant amount of capital across a wide variety of hedge fund
managers and strategies.","spans":[]},{"type":"paragraph","text":"Mr. Rosenberg
began his career in finance in the early 80s and then began working for Bear
Stearns & Co. in San Francisco where he was primarily advising high-net-worth
families regarding hedge fund investments.\u00a0 Prior to Bear Stearns, He also
worked in similar capacities at Lehman Brothers, Inc. and Sutro & Co. Inc., as
well as CIBC World Markets Corp.","spans":[]},{"type":"paragraph","text":"Mr.
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by the Senior Lawyers Division of the American Bar Association in their National
Quarterly Magazine, \u201cVoice of Experience\u201d, on how to hire a money
manager.\u00a0 He has been a featured speaker and panelist at industry
investment conferences including Institutional Investor, Opal, and IMN.\u00a0
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laude from the University of Michigan, and received his Juris Doctorate from the
New School of
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Mary Banchero is Managing Director with Quality Manager Consultants, LLC (QMC).
She works with Marc Rosenberg, the founder of QMC, focusing on introducing high
quality alternative investment managers to family offices and high-net-worth
individuals. Prior to joining QMC, Mary was an attorney practicing in San
Francisco, California.","spans":[]},{"type":"paragraph","text":"She received a
Bachelor of Arts degree in philosophy from Princeton University, and graduated
magna cum laude from Hastings College of the
Law.","spans":[]},{"type":"paragraph","text":"Ms. Banchero currently holds
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greater good. Mr. Gheorghe brings his deep understanding of tech and a heartfelt
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innovative tech and impact startups. His goal is to foster a future where
technology is a cornerstone for inclusive growth and development. His
long-standing experience and deep tech know-how help him evaluate companies'
true potential and correlating future market impact. His background also
includes managing marketing, branding and social media companies, along with a
lot of experience in product design and development. This gives him invaluable
skills for conducting thorough due
diligence.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Throughout
his career in technology innovation, Mr. Gheorghe has also done extensive
research on the world's most pressing problems. Having spent a lot of time
traveling and connecting with people deeply involved in this space, he has built
a wide network of people and organizations leading the charge on solving these
global issues. This has given him a profound understanding of the challenges
facing humanity and motivated him to partner with promising foundations to help
them achieve their missions. This, in turn, continuously shapes Mr.
Gheorghe\u2019s own vision and guides his advisory and investment
work.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Gheorghe started his tech journey with a Computer Science degree from the
University Politehnica of Bucharest. This led to running successful companies in
Europe and later at Google in NYC. Through this journey, he has cultivated a
rich network within the Google alumni circle, opening up collaboration and
investment opportunities across various tech frontiers. Now based in San
Francisco, he remains deeply involved in the Bay Area's innovative
communities.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
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market minority-stake private placements. Previously, Mr. Felman was a business
development manager at Chiral Photonics, an optical components company
specializing in in-fiber functionality. He focused on sales of sensing and laser
devices to energy concerns and of high-density interconnects for various
domestic and international telecom, datacom, and other applications. Prior to
Chiral Photonics, Mr. Felman founded and ran Telemark Group, a small seed-stage
venture capital firm investing in deeptech as well as select software. He raised
the initial capital for the fund and co-invested alongside numerous later-stage
venture capital funds. Prior to Telemark Group, Mr. Felman was a market-maker of
equity options on the American Stock Exchange and of commodity options on the
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7, and 63 registrations with
FINRA.","spans":[{"start":66,"end":72,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org"}}]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"venture-capital"},{"category":"private-equity"}]}},{"id":"ZhAXHxMAACQE5BKz","uid":"riverview-capital-partners","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZhAXHxMAACQE5BKz%22%29+%5D%5D","tags":[],"first_publication_date":"2024-04-09T07:36:48+0000","last_publication_date":"2024-04-09T07:36:48+0000","slugs":[],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"ZhAQThrFxhpPBVlv","link_type":"Media","name":"Riverview
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sectors including fintech, healthcare, and
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to Riverview Capital, Mr.\u00a0Wood\u00a0served as Partner & Co-Founder at
Solomon Gideon Capital and also worked in the Commercial Real Estate Industry
for 15 years focusing on multi-family assets in Washington, D.C., and New York
City. Additionally, he has spent time in the healthcare and renewable energy
industries working on various
assignments.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.\u00a0Wood\u00a0holds
a BS in Business Administration with a major in Finance and International
Business from Georgetown University. He is currently pursuing a post-graduate
diploma in Financial Strategy from Oxford
University.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.\u00a0Wood\u00a0currently
holds the Series 7, 63, 79, and 82 registrations
with\u00a0FINRA.","spans":[{"start":73,"end":78,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/","target":"_blank"}}],"direction":"ltr"}]},{"name1":[{"type":"paragraph","text":"Johnny
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Johnny Ruiz is a Partner at Riverview Capital
Partners.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Riverview
is focused on advisory and capital raise activities across a wide range of
sectors including fintech, healthcare, and
entertainment.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Ruiz is an eight-year Army Veteran. Mr. Ruiz also has experience in Corporate
Finance as a past Financial Advisor for Merrill Lynch and as a past Financial
Analyst for Aon Hewitt and Wake Forest Baptist Health. Mr. Ruiz also worked for
Major Distribution Investments as a Senior Portfolio Manager. He spends a great
deal of time working with local non-profits helping to educate these
organizations and their constituents about the fundamentals of investing and
capital
markets.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Ruiz also sees a significant amount of deal flow in the Entertainment industry
in channels such as Film Production, Gaming, Sports, Media, Sports Betting, and
more.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Ruiz holds a Master of Business Administration (MBA) in Finance and Financial
Management Services from the University of
Maryland.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Ruiz currently holds the Series 7, 63, and 65 registrations with FINRA and has
also passed the CFA level 1
exam.","spans":[{"start":69,"end":74,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_self"}}],"direction":"ltr"}]}],"affiliate":[{"category":null}]}},{"id":"YY1GPhEAACIAGFME","uid":"sandcap-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1GPhEAACIAGFME%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:35:14+0000","last_publication_date":"2023-06-22T10:55:50+0000","slugs":["sandcap-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"YY1GNREAACMAGFLf","link_type":"Media","name":"Sandcap_logo2.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/6ac2e861-0619-4d42-99d5-5b7968f8b0f7_Sandcap_logo2.jpg?auto=compress,format","size":"6946","height":"32","width":"150"},"name":[{"type":"paragraph","text":"SandCap,
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Private
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Jason Sander is the Founding Principal of SandCap, LLC.\u00a0 Mr. Sander leads
SandCap\u2019s capital raising efforts which are focused on compelling
investment opportunities within the real estate
universe.","spans":[]},{"type":"paragraph","text":"Prior to launching SandCap,
LLC, Mr. Sander was a Managing Director of New Business Development for MHP Real
Estate Capital, LLC where he was responsible for raising capital for MHP
investment\u00a0opportunities.\u00a0 Prior to MHP, Mr. Sander worked on capital
and deal sourcing assignments for several of the largest New York City based
real estate private equity companies and real estate families.\u00a0 Mr. Sander
was previously VP, Capital Raising for Thor Equities, where he sourced the
single largest equity capital commitment in Thor\u2019s history, and worked on
sourcing all of Thor\u2019s direct deal equity capital\u00a0in\u00a0the U.S.,
Europe and Mexico.","spans":[]},{"type":"paragraph","text":"Prior to Thor
Equities, Mr. Sander was a Principal at Mercury Capital Advisors, the former
Merrill Lynch Private Funds Group.\u00a0 Mr. Sander also worked for John A.
Catsimatidis (Forbes 400), Chairman of the Red Apple Group and United Refining,
where he was in charge of deal sourcing for
URX.","spans":[]},{"type":"paragraph","text":"Mr. Sander began his real estate
career as VP, Emigrant Bank, the largest privately owned bank in the U.S., owned
by The Milstein Family (Forbes 400).\u00a0 Mr. Sander was the top producing real
estate underwriter during his 4 years at Emigrant Bank.\u00a0 Prior to Emigrant
Bank, Mr. Sander worked for Merrill Lynch within their International Emerging
Markets Group and within the Bear Stearns Global High Yield
Group.","spans":[]},{"type":"paragraph","text":"Mr. Sander earned a
Master\u2019s Degree in Public Policy from Columbia University\u2019s School of
International and Public Affairs (SIPA).\u00a0 Additionally, Mr. Sander
completed his advanced real estate studies at Columbia Business School, where he
remains active in the alumni community.\u00a0 Mr. Sander also holds a B.A. in
Political Science from Tufts University where he received the John S. Gibson
International Relations Award.\u00a0 Currently, Mr. Sander holds Series 7 & 63
registrations
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services to high net worth families and institutional clients. Prior to Key
Private Bank, Mr. Weston was a Vice President with J.P. Morgan Private Bank
where he led a team focused on business development and providing comprehensive
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endowments, and institutional clients. While at J.P. Morgan Private Bank, Mr.
Weston raised capital for select top-tier private equity, venture capital, and
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Hiram College with a B.A.in Political Science. Mr. Weston earned his
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University College Dublin in Dublin, Ireland. Mr. Weston earned the Certified
Wealth Strategist (CWS) designation, and Mr. Weston is also an Ironman Athlete
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corporate venture advisory services firm that served Forbes Global 2000 energy
and defense companies. Before that, he was a project director at the AES
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oil conglomerate in 2009, and at SEADM, a Yale-based real-time detection of
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AFRL\/AFOSR and NATO\u2019s Counterterrorist Task
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University of Madrid, performed extensive research at Yale University, and holds
MBA and diplomacy degrees from Georgetown University\u2019s McDonough School of
Business and School of Foreign Service. He is also a graduate of the London
Business School\u2019s Project and Infrastructure Finance Executive
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using capital
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electronic trading. While at Pulse, he launched a successful Alternative Trading
System, Blockcross, and eventually sold the firm to State Street Bank and Trust
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transparency to the interest rate swaps market. He eventually sold the
derivative license in 2016 to BATS which was later purchased by the Chicago
Board of Options Exchange. In 2019 he acquired control of the FINRA registered
broker-dealer and maintained the name Javelin
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Sullivan is a graduate of Bentley University with a Bachelor of Science degree
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career, Mr. McNulty has delivered more than $56 billion in energy-related
transaction, valuation, and restructuring projects and has also advised on, or
executed, $14 billion in M&A and principal investment deals. He sits on the
Advisory Board of the Center for ESG and
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private debt & equity investment opportunities including real estate, biotech,
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activities as an investment banker & placement agent that connects investment
capital and opportunities. Mr. McCloskey works individually and collaboratively
to originate and execute for clients on the Stonehaven
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to Stonehaven, Mr. McCloskey was registered with two New York boutique
investment banking broker-dealers and another FinTech platform broker-dealer.
Mr. McCloskey has extensive experience in commercial real estate development,
including 17 years with Related Partners, 6 years with Tishman Realty &
Construction, 6 years at Bovis Lend Lease, and others. He expanded his influence
over the past 7 years building his own business (TKS Group) adding LP through GP
participation in CRE Projects and other private investments. The business also
handles referrals for business and real estate lending, subcontract trade
business development, and insurance
consulting.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.\u202fMcCloskey\u202fpursued
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College. Mr. McCloskey earned a BS in Civil Engineering from Union
College.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
McCloskey holds the SIE, Series 63 & 82 registrations with\u00a0FINRA. He also
is a Licensed & Certified Insurance
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Saskia Ventujol is the Managing Partner and Founder of Tamaskia Capital Group,
LLC. Tamaskia focuses on capital raising for alternative investment managers; as
well as on opportunities in the ESG space, blockchain, psychedelic therapies,
mindfulness and health &
wellness.","spans":[]},{"type":"paragraph","text":"Prior to launching Tamaskia
Capital Group, Ms. Ventujol was Vice President at Fortress Investment Group LLC,
a global alternative investments management firm headquartered in New York City.
At Fortress, Ms. Ventujol worked as a product specialist for Michael
Novogratz\u2019s macro hedge fund in New York City and later joined Pete
Briger\u2019s private credit group in New York and San Francisco, where she
raised money for a variety of opportunities in the credit space, including PE
style funds and co-investments.","spans":[]},{"type":"paragraph","text":"Before
Fortress, Ms. Ventujol worked as a hedge fund research analyst within
HSBC\u2019s alternative investments group in New York, where she conducted
in-depth due diligence on hedge fund investments and negotiated capacity for
HSBC\u2019s $38bn hedge fund business. Prior to moving to New York, Ms. Ventujol
started her HSBC career at the firm\u2019s London and Hong Kong
offices.","spans":[]},{"type":"paragraph","text":"Ms. Ventujol graduated from
Oxford University with a B.A. (Honors) degree in economics and management. She
also obtained an Msc. in Global Media and Communications from the London School
of Economics and an M.A. in Global Communication from the University of Southern
California.","spans":[]},{"type":"paragraph","text":"Ms. Ventujol is fluent in
English, French, Spanish and Luxembourgish; and is intermediate in German. She
also co-founded a social networking application called ICBRKR. Ms. Ventujol is
very passionate about wildlife and nature; and loves scuba diving, hiking, Muay
Thai and yoga.","spans":[]},{"type":"paragraph","text":"Ms. Ventujol currently
holds Series 7 and 63 registrations
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private equity and debt transactions. Transactions for their clients address a
broad range of needs, including refinancing, growth capital, buyouts, platform
formation, liquidity enhancement, capital structure optimization, and project
financing.","spans":[]},{"type":"paragraph","text":"Mr. LeFavour is a seasoned
executive, leader, and problem solver who loves tough challenges like rapid
operational turnarounds, implementing lean and six sigma in mature industries,
and running ultra marathons.","spans":[]},{"type":"paragraph","text":"Mr.
LeFavour has previously worked with Castle Placement as a member of executive
management teams. He has eight turnarounds under his belt, creating significant
shareholder value.\u00a0Throughout his career, Mr. LeFavour has been versatile,
having worked across various industries ranging from military, venture capital,
heavy manufacturing, startups, nuclear and contract
packaging.","spans":[]},{"type":"paragraph","text":"Mr. LeFavour has achieved
his Master of Business Administration from Keller Graduate School of Management,
Milwaukee, WI, and Bachelor of Science degree in General Science from Excelsior
College, Schenectady, NY.","spans":[]},{"type":"paragraph","text":"Mr. LeFavour
currently holds series 7, 63 and 79 registrations with
FINRA.","spans":[{"start":68,"end":74,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org"}}]}]},{"name1":[{"type":"paragraph","text":"Larry
David","spans":[]}],"tag":[{"type":"paragraph","text":"Founding
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Larry David is a Founder and Managing Member of The Praderia
Group.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"The
Praderia Group structures and executes customized financing solutions and
advises clients on all aspects of private equity and debt transactions.
Transactions for their clients address a broad range of needs, including
refinancing, growth capital, buyouts, platform formation, liquidity enhancement,
capital structure optimization, and project
financing.","spans":[]},{"type":"paragraph","text":"\u200b","spans":[]},{"type":"paragraph","text":"Mr.
David is a skilled financial executive and problem solver who enjoys tackling
complex challenges such as M&A\/Divestitures, turnarounds, and implementing best
practices. He has led successful turnarounds and completed 12 M&A transactions
totaling approximately $3.5B in value, resulting in significant returns for
shareholders with average MOICs ranging from 3.5 to 25 with an average of
3.75.\n \n Mr. David has extensive experience in diverse industries such as oil
& gas, energy, venture capital, manufacturing, and aerospace. He has formed
partnerships with Tribal Governments and held various roles including founder,
CFO, and project manager. His experience has equipped him with strong skills in
managing complex projects and navigating challenges in fast growth, turnarounds,
divestitures, and risk
management.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr.
David earned his Bachelor of Business Administration (B.B.A.) degree magna cum
laude, as well as his Master of Business Administration (MBA) with a focus on
Finance magna cum laude from The University of Tulsa.
","spans":[{"start":73,"end":88,"type":"em"},{"start":169,"end":184,"type":"em"}]},{"type":"paragraph","text":"\u200b","spans":[]},{"type":"paragraph","text":"Mr.
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Jason Kirby is the founder and Managing Director of Thunder X Capital,
LLC.","spans":[]},{"type":"paragraph","text":"Thunder X Capital is a
tech-enabled investment bank that uses AI and software to streamline the
fundraising journey for its clients. Their technology seeks to significantly
reduce the time it takes to raise capital by identifying better efficiencies
throughout the process. Thunder X Capital focuses on raising early-stage venture
capital and debt for startup companies seeking to raise
$3M-$20M.","spans":[]},{"type":"paragraph","text":"Mr. Kirby comes from founder
and operator roles prior to getting into investment banking. He built and sold a
few small businesses early in life and transitioned to running venture-backed
startups. Mr. Kirby was responsible for raising $40M for three different
companies in HR tech, cloud tech, and edtech. He sold a cloud tech company to
Walmart in 2018, providing a 10x return on investment to investors in less than
3 years. As an operator, Mr. Kirby, had to build a business investors wanted to
back and architect a narrative that was appropriate for the venture scale.
He\u2019s done this now for dozens of companies as an operator, angel investor,
or advisor.","spans":[]},{"type":"paragraph","text":"Mr. Kirby leverages his
background to relate with founders and introduce them to his vast network of
capital allocators.","spans":[]},{"type":"paragraph","text":"Mr. Kirby holds a
Bachelor's in Business Administration with an emphasis in Entrepreneurial
Management from San Diego State
University.","spans":[]},{"type":"paragraph","text":"Mr. Kirby currently holds
series SIE, 63, and 82 registrations with
FINRA.","spans":[{"start":68,"end":73,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]}],"affiliate":[{"category":null}]}},{"id":"YY1G2hEAACMAGFXc","uid":"titanium-capital-group","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1G2hEAACMAGFXc%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:37:50+0000","last_publication_date":"2024-01-31T16:37:54+0000","slugs":["titanium-capital-group","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"YY1G0BEAACMAGFWx","link_type":"Media","name":"Titanium_logo2.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/60d267f9-4218-4f5b-b789-57d2a4282da9_Titanium_logo2.jpg?auto=compress,format","size":"5794","height":"36","width":"150"},"name":[{"type":"paragraph","text":"Titanium
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Schwartz is the founder and Managing Partner of Titanium Capital Group. He has
developed and executed a variety of unique solutions and structured transactions
throughout his almost 40-year career in derivatives, structured products, and
alternative
investments.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Prior
to starting Titanium Capital in 2003, Mr. Schwartz held various leadership roles
at top-tier Wall Street institutions: he originated the foreign exchange
structured products business at Bankers Trust (1985-1987); he managed global
derivatives marketing at an AIG affiliate (1987-1993); he managed the global
capital markets derivatives business at Goldman Sachs (1993-1995); he managed
the Global Strategic Financial Products Group at UBS (1996-1998); and he
re-joined AIG to build its hedge fund structured products business
(1999-2002).","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"For
more than 20 years, Mr. Schwartz has leveraged his structuring and negotiating
skills with his longstanding investor relationships to develop Titanium
Capital\u2019s strategy highly focused on non-standard direct investments and
investment banking transactions. His investor relationships are largely
comprised of global private equity, private credit, venture capital, and niche
boutique investment firms seeking special situation opportunities on a
non-comingled basis. Titanium Capital\u2019s geographic focus is North America,
UK, and Western Europe. Titanium Capital\u2019s transactional focus includes
investments relating to diverse sectors such as US commercial mass tort and
single-case litigation, UK mass consumer litigation cases and financial claims,
patents and intellectual property, film and TV production financing, major
sporting events, renewable energy projects, waste-to-energy projects,
infrastructure projects, and food, health, and fitness-related
businesses.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr.
Schwartz received a BA summa cum laude from Tufts University (1981), an MA in
International Affairs from SAIS, Johns Hopkins University (1984), and an MBA
from The Wharton School, University of Pennsylvania
(1985).","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mr.
Schwartz currently holds Series 7, 63, and 79 registrations with
FINRA.","spans":[{"start":69,"end":74,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]}],"affiliate":[{"category":"private-equity"},{"category":"private-credit"}]}},{"id":"YY1HEBEAACIAGFbV","uid":"torrey-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1HEBEAACIAGFbV%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:38:43+0000","last_publication_date":"2023-06-22T10:59:11+0000","slugs":["torrey-capital","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"YY1G9hEAACIAGFZc","link_type":"Media","name":"TorreyCapital_logo3.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/b32f2f52-d326-48f9-b032-b51185db2cbc_TorreyCapital_logo3.jpg?auto=compress,format","size":"7175","height":"64","width":"150"},"name":[{"type":"paragraph","text":"Torrey
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Hedge Funds, Private
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Rana Prasad is the Founder and President of Torrey Capital. Mr. Prasad leads
Torrey Capital Group's capital raising efforts on behalf of distinctive managers
specializing in real estate and private equity funds. Prior to launching Torrey
Capital, Mr. Prasad was an executive at Equastone, a private equity real estate
firm, where he focused on building the firm's relationships with RIAs, family
offices, high net worth individuals, and the institutional investment community.
Mr. Prasad previously spent years on Wall Street trading equities and also
marketing sophisticated, hedged investments and arbitrage strategies to
institutional investors. Mr. Prasad has raised over $2 billion in assets during
his career.","spans":[]},{"type":"paragraph","text":"Prior to working in the
financial services industry, Mr. Prasad played a key executive\/sales role in an
internet start-up company and also worked for Ernst & Young as a management
consultant.","spans":[]},{"type":"paragraph","text":"Mr. Prasad earned a B.S. in
Systems Engineering from the University of Pennsylvania with a concentration in
Finance and Management. Mr. Prasad is a CAIA charter holder and a member of the
Chartered Alternative Investment Analyst Association. Mr. Prasad serves as a
frequent public speaker on the topic of real estate and alternative investments.
Currently, ","spans":[]},{"type":"paragraph","text":"Mr. Prasad holds Series 7,
24, 55, 63, and 79 registrations with
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Kris Giroh is the CEO of the Trikuta Hills, founded in
2018.","spans":[]},{"type":"paragraph","text":"Trikuta Hills Inc. assists public
and private companies in capital raise and merger and acquisition transactions.
Trikuta Hills also works with Special Committees of Boards of Directors, an
activity in which the principal has had extensive experience. The firm\u2019s
principal heads up each assignment; and has over 20 years of experience in the
securities industry.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Giroh
started his finance career with Morgan Stanley and then moved to Merrill Lynch.
In 2009, He started a fund in the distressed convertible bond space as many of
these convertible bonds were trading at significant discounts. Subsequently, in
2011 as the markets rallied, Mr. Giroh started working with Sutter Securities,
on their corporate finance and municipal banking side. Mr. Giroh financed
various deals in consumer devices, real estate, mitigation banking, energy, and
special situations which were financed primarily by institutional investors.
","spans":[]},{"type":"paragraph","text":"Mr. Giroh has his B.A. in Economics
and Political Science from, University of
Delhi,\u00a0India.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Giroh
currently holds series 7, 79, and 66 registrations with
FINRA.\u00a0","spans":[{"start":66,"end":72,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/us-east-2.protection.sophos.com?d=finra.org&u=aHR0cDovL3d3dy5maW5yYS5vcmcv&p=m&i=NjFiYmI1ZWE2NmY2ZGEwZTQzNmI4NDY3&t=OUhUMzg4QkZta0xTNmw1ZmJUQnN0TnhWWXNZS0duRDdCOXpkZlJBeEtxRT0=&h=5b936f73faee4b07977611f637b0f37f&s=AVNPUEhUT0NFTkNSWVBUSVZL-jxE6CUceBL28MIyb2E0D9FSWcuLCyLvYfXWBr_YrA","target":"_blank"}}]}]}],"affiliate":[{"category":null}]}},{"id":"YY1HNhEAACIAGFeH","uid":"uncommon-capital-group-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1HNhEAACIAGFeH%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:39:21+0000","last_publication_date":"2024-05-24T08:07:22+0000","slugs":["uncommon-capital-group-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"ZlBKfiol0Zci9afb","link_type":"Media","name":"Uncommon
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Opportunistic","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Ben
Harris","spans":[]}],"tag":[{"type":"paragraph","text":" Founder &
CEO","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/benjaminharris1\/","spans":[]}],"photo":{"id":"YbogMREAAB4AGe94","link_type":"Media","name":"Ben.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/0e85954a-3ad8-401e-9acd-6c6438d07956_Ben.jpeg?auto=compress,format","size":"43680","height":"653","width":"653"},"description1":[{"type":"paragraph","text":"Mr.
Ben Harris has an established track record of raising capital from institutional
investors, registered investment advisors, family offices and high-net-worth
individuals. In addition to being the Founder & CEO of Uncommon Capital Group,
he serves as a Senior Vice President at CRG, a leading national real estate
developer.","spans":[]},{"type":"paragraph","text":"Prior to CRG, Mr. Harris
served as Vice President of Investor Relations and Business Development at
Origin Investments, a Chicago-based real estate investment firm, where he raised
more than $350 million of investor capital and expanded the firm\u2019s local
footprint to a national one. Before Origin, Ben was one of the first employees
at Starwood Retail Partners, a subsidiary of Starwood Capital that is now one of
the largest managers of regional malls in the United
States.","spans":[]},{"type":"paragraph","text":"Mr. Harris holds a Bachelor of
Business Administration in Real Estate and Urban Land Economics from the
University of Wisconsin-Madison. Mr. Harris remains active in the University as
a member of the Wisconsin Real Estate Alumni Association and as a mentor in the
Wisconsin Real Estate Mentorship
Program.","spans":[]},{"type":"paragraph","text":"Mr. Harris is currently
pursuing his Series 7 and Series 63 registrations with
FINRA.","spans":[{"start":79,"end":84,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"real-estate"}]}},{"id":"ZXg4hRMAAC0AQrQ4","uid":"upcountry-advisors-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZXg4hRMAAC0AQrQ4%22%29+%5D%5D","tags":[],"first_publication_date":"2023-12-14T15:42:26+0000","last_publication_date":"2023-12-14T15:42:26+0000","slugs":["upcountry-advisors-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"ZXg2RxMAAC0AQqoO","link_type":"Media","name":"Upcountry
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","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Upcountry
is a boutique investment banking firm focused on private placements that work
exclusively with US-based institutional investors on both debt and equity
offerings, as well as buy & sell-side mergers & acquisitions, and corporate
restructurings. At Upcountry we pride ourselves on prioritizing impact
investments in minority-based enterprises, health and wellness ventures, and
eco-conscious efforts, all supported by advanced
technologies.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Mrs.
Bell serves her clientele with a trusting relationship-based style.\u00a0 Her
professional network expands throughout Europe, Asia, Africa, and North-Central
South
America.","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mrs.
Bell currently holds SIE and series 7, 24, 62, 63, and 82 registrations with
FINRA.","spans":[{"start":82,"end":87,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]},{"type":"paragraph","text":"\u00a0","spans":[]}]},{"name1":[{"type":"paragraph","text":"Leilani
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Leilani Piromalli is the Director of Business Development at Upcountry Advisors.
Ms. Piromalli sees her passion for impact investments and sustainability as a
vessel to drive positive change through for-profit
companies.","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Upcountry
is a boutique investment banking firm focused on private placements that work
exclusively with US-based institutional investors on both debt and equity
offerings, as well as buy & sell-side mergers & acquisitions, and corporate
restructurings. At Upcountry we pride ourselves on prioritizing impact
investments in minority-based enterprises, health and wellness ventures, and
eco-conscious efforts, all supported by advanced
technologies.","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Ms.
Piromalli holds a bachelor\u2019s degree in political science with a minor in
economics from Florida Atlantic University, and a Certificate in International
Business with Honors Distinction.
","spans":[]},{"type":"paragraph","text":"\u00a0","spans":[]},{"type":"paragraph","text":"Ms.
Piromalli\u2019s diverse skill set and sustainable focus contribute
significantly to the team. Her unique collegiate experience began after being
selected as Florida Atlantic University Governor\u2019s Chief of Staff where she
was instrumental in successfully advocating for over $18 million in funding at
the Florida State Capitol in Tallahassee. This, coupled with her academic
achievements, such as becoming an Adams Center Business Plan Competition
Finalist and Leon Charney Diplomacy Jr. Faculty Advisor, underscore her
strategic thinking and commitment to meaningful endeavours.\n \n
","spans":[]},{"type":"paragraph","text":"Ms. Piromalli has passed the SIE and
plans to obtain the\u00a0Series 63, 79 and 82 registrations with
FINRA.","spans":[{"start":97,"end":102,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-credit"},{"category":"private-equity"},{"category":"real-estate"},{"category":"venture-capital"}]}},{"id":"YY1HfxEAACAAGFja","uid":"walworth-group-inc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1HfxEAACAAGFja%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:40:34+0000","last_publication_date":"2023-06-22T11:01:25+0000","slugs":["walworth-group-inc.","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"YY1HVREAACEAGFgY","link_type":"Media","name":"WalworthGroup_logo3.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/ae01dcc9-1f17-4330-ac8f-afd70334dac8_WalworthGroup_logo3.jpg?auto=compress,format","size":"5093","height":"41","width":"150"},"name":[{"type":"paragraph","text":"Walworth
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Radov is an entrepreneur and businessman with 45 years of experience in media,
communications, and financial
endeavors.","spans":[]},{"type":"paragraph","text":"Mr. Radov is the President
of Walworth Group, Inc., providing consulting and advisory services primarily to
small- and medium-sized businesses.\u00a0 Walworth Group also acts as a
third-party marketer for hedge funds and private equity funds.\u00a0 While
industry agnostic, Walworth Group has served clients in media, entertainment,
and Internet companies, financial services firms, and operating companies
ranging from component manufacturers to the construction industry. Walworth
Group raises capital and advises on mergers and acquisitions. As an
entrepreneur, Mr. Radov has raised money from private investors, venture capital
funds, private equity funds, and public
investors.","spans":[]},{"type":"paragraph","text":"As a fund manager and
advisor, Mr. Radov has raised capital from high-net-worth individuals,
institutional investors, and public offerings. Mr. Radov has managed funds with
over $1.5 billion of AUM. In addition to his capital raising activities, Mr.
Radov has been an advisor or Board member to companies ranging from biotech
startups to an Israeli technology incubator. He has been the COO of two groups
of hedge funds. He also was a Founder-in-Residence at a venture capital fund
backed by Canaan Partners, Rho Management, and Sevin Rosen
Funds.","spans":[]},{"type":"paragraph","text":"Mr. Radov was a founding
investor in an educational technology company that was sold to Houghton-Mifflin.
Mr. Radov was CEO and Co-Founder of VocaLoca, Inc., an innovator in
consumer-generated audio content on the Internet. Mr. Radov was a founding
executive of About, Inc. and was its EVP of Business Development and CFO from
its inception until it became the 6th busiest Internet property and completed
its initial public offering in 1999. About merged with Primedia (NASDAQ: PRM),
was acquired by The New York Times Company (NYSE: NYT), and now is owned by IAC
(NASDAQ: IAC) and rebranded as
Dotdash.","spans":[]},{"type":"paragraph","text":"Mr. Radov was previously a
Director at Prodigy Systems Company, a joint venture of IBM and Sears. Mr. Radov
was a principal in the management of a series of public limited partnerships
that invested over $800 million in the production and in distribution of more
than 130 major motion pictures. Those public offerings were distributed through
Merrill Lynch, PaineWebber, and Smith Barney, had over 35,000 investors, and
funded films distributed by Sony\u2019s Columbia Pictures and TriStar Pictures.
Mr. Radov previously held positions at Rainbow Programming, a joint venture
among Cablevision Systems Corporation, Cox Broadcasting, and Daniels &
Associates Mr. Radov also was a director at Winklevoss & Associates.
","spans":[]},{"type":"paragraph","text":"Mr. Radov earned an M.B.A. from The
Wharton School of the University of Pennsylvania and holds a B.A. degree from
Cornell University.","spans":[]},{"type":"paragraph","text":"Mr. Radov currently
holds Series 63 and 82 registrations
with\u00a0FINRA.","spans":[{"start":62,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"hedge-funds"}]}},{"id":"ZCL1NREAAC4ACJWq","uid":"witherspoon-partners","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZCL1NREAAC4ACJWq%22%29+%5D%5D","tags":[],"first_publication_date":"2023-03-28T14:30:46+0000","last_publication_date":"2023-03-28T14:30:46+0000","slugs":["witherspoon-partners"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"ZCL0QhEAACkACJQL","link_type":"Media","name":"witherspoon_logo.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/e6355ebd-3171-44b2-ac28-fc758c8a0e32_witherspoon_logo.png?auto=compress,format","size":"8727","height":"76","width":"612"},"name":[{"type":"paragraph","text":"Witherspoon
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classes, including private equity, real estate, venture, shipping, and hedge
fund strategies. They provide strategic consulting services, with an emphasis on
marketing, to asset management firms of all sizes seeking to grow their
business. Witherspoon Partners\u2019 expertise reflects an extensive background
in launching, allocating to, and advising emerging managers. Mr. Danko has
launched, allocated to, and advised dozens of such
funds.\u00a0","spans":[]},{"type":"paragraph","text":"\u00a0Prior to founding
Witherspoon Partners, Mr. Danko served as CEO of CQS US and was also a Partner
at Titan Capital. At CQS he managed the launch of the US business, including SEC
registration, and established the CQS brand and marketing effort in the
Americas. At Titan, he embarked upon a turnaround of the firm, including
developing the Titan Asia Fund and the Hong Kong office, working with Hong Kong,
Singapore, and Japanese investors and regulatory
regimes.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Danko began his
career at Goldman Sachs, where he served as an Executive Director and headed
international mortgage securities. A pioneer in the global asset securitization
market, he developed the first UK sterling multi-tranche mortgage issue and the
first UK auto receivables securitization. Mr. Danko introduced and sold the
first UK subordinated mortgage securities into the Japanese institutional
market. These transactions were the first pound sterling mandates for UK issuers
in the history of Goldman Sachs. After seven years at Goldman, he left to found
Minnisink Partners, the registered investment advisor Witherspoon Investment
Management, and the software company Tachyon
Systems.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Danko earned a BA
from Duke University and an MBA from Harvard University and is a graduate of The
Lawrenceville School. He is a regular contributor
to\u202fSmartBlogs\/SmartBriefs on Leadership,\u202fand has published numerous
research pieces including in 2005 the influential white paper,\u202fPortable
Alpha: An Updated
Perspective.\u00a0\u00a0","spans":[{"start":156,"end":192,"type":"em"},{"start":156,"end":193,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/us-east-2.protection.sophos.com\/?d=smartblogs.com&u=aHR0cDovL3d3dy5zbWFydGJsb2dzLmNvbS90YWcvS2VpdGgtRGFua28=&p=m&i=NjFiYmI1ZWE2NmY2ZGEwZTQzNmI4NDY3&t=RExzcWhqaHdDTXpBQWRRSmZPSkdRVkhwSGQ5M01WT0pidkUrTzJ4aXYvZz0=&h=c8301d6078fd49d4b11e223ab61b40ed&s=AVNPUEhUT0NFTkNSWVBUSVaS1BkdVNq9N1xHqFJiUi53jJeqo2F-M2iqiFwvUfQqxg%22%20\\t%20%22_blank","target":"_blank"}},{"start":284,"end":322,"type":"em"}]},{"type":"paragraph","text":"Mr.
Danko currently holds series 3, 7, 24, 63, 65 and 79 registrations with
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Jon Landry is the Founding Partner of Wolf Harbour Capital
LLC.\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Wolf Harbor Capital
focuses on assisting startups and equity holders (employees, family office
investors, and financial institutions) with sourcing private investment
offerings. The firm also partners with select Middle Market Private Equity
managers and Fintech Venture Funds to provide strategic consulting, buy-side
sourcing, and business development
services.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Landry began his
career as a Private Equity analyst before moving to a global broker-dealer,
where he served as Head of Business Development and Strategic Advisor. In this
role, he won multiple cross-border trading mandates and established an
institutional private resale trading business. In addition he acted as internal
investment banker during the sale process, maximized valuation, and advised on
every step of the transaction. State Street announced the acquisition in March
of 2023. Mr. Landry later transitioned to a Corporate Development role where he
led a direct sourcing campaign for a Fintech Technology startup targeting
software development businesses in the US, LAT AM, and Eastern
Europe.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Landry earned a B.A.
from Bowdoin College and an M.B.A. from Caledonian Business
School.\u202f\u00a0","spans":[]},{"type":"paragraph","text":"As a former
professional ice hockey player (New York Islanders\/Washington Capitals), he is
passionate about helping NCAA and professional athletes transition into
finance.\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Landry
currently holds Series 7 and 63 registrations
with\u00a0FINRA.\u00a0","spans":[{"start":62,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/us-east-2.protection.sophos.com\/?d=finra.org&u=aHR0cDovL2ZpbnJhLm9yZy8=&p=m&i=NjE5ZDc2NDliM2ZjOGMwZTFjMTlhYjE1&t=NW94YnJQKzBjazdNeGROcXAzM1VQTHlkelp4eWxHVTUzR0tnVDB4dnNVND0=&h=01194dd61df14e0e94aa60a7e0d08b63&s=AVNPUEhUT0NFTkNSWVBUSVa5G5tgeEv0g_jlL4EVg_5nQZt4g_bkdAsBd-n4NFQD4A","target":"_blank"}}]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-equity"},{"category":"venture-capital"}]}},{"id":"Zkc7sxEAACsAUOch","uid":"xst-capital-group-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZnKLFREAACgAhFvn&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Zkc7sxEAACsAUOch%22%29+%5D%5D","tags":[],"first_publication_date":"2024-05-29T14:52:18+0000","last_publication_date":"2024-05-29T14:52:18+0000","slugs":["xst-capital-group-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"id":"Zkc5Oiol0Zci9PR2","link_type":"Media","name":"XST
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Capital Group
LLC","spans":[],"direction":"ltr"}],"location":[{"type":"paragraph","text":"Madison,
NJ","spans":[],"direction":"ltr"}],"strategy_focus":[{"type":"paragraph","text":"Hedge
Funds, Private Equity, Venture Capital and Direct
Deals","spans":[],"direction":"ltr"}],"website":[{"type":"paragraph","text":"www.xstcapital.com","spans":[],"direction":"ltr"}],"poc":[{"name1":[{"type":"paragraph","text":"Joel
Simkins","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"CEO &
Founder","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/joel-simkins\/","spans":[],"direction":"ltr"}],"photo":{"id":"Zkc6Siol0Zci9PS0","link_type":"Media","name":"Joel
Simkins
Headshot.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/Zkc6Siol0Zci9PS0_JoelSimkinsHeadshot.jpg?auto=format,compress?auto=compress,format","size":"2212231","height":"4513","width":"3447"},"description1":[{"type":"paragraph","text":"Mr.
Joel Simkins is the CEO & Founder of XST Capital Group LLC (\u201cXST\u201d or
the \u201cCompany\u201d) and brings a reputation for trusted industry insights,
market relationships, and a rare track record of success advising both sell-side
and buy-side clients for more than 25 years across the land-based and digital
gaming (casino)
industries.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"XST
Capital Group was founded in 2024 and is focused on serving rapidly growing
companies across the digital gaming industry offering M&A advice, capital
raising solutions, and strategy (ex: corporate development). The Company\u2019s
approach seeks to harness the power of its broad network of strategic &
institutional investor relationships along with deep industry thought leadership
& insights to help clients expand their
businesses.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Prior
to his recent tenure at Houlihan Lokey, Mr. Simkins was Head of Gaming & Leisure
investment banking at Truist Securities, growing its business from a nascent
state in 2016 to a top-seven platform during his tenure through March 2022. He
was the only sector coverage banker with experience in sell-side debt\/equity
research and buy-side investment management and one of a few successful former
analysts to convert. Earlier, Mr. Simkins worked for Credit Suisse Securities,
Macquarie Capital, and Deutsche Bank
Securities.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Before
his career pivot, Mr. Simkins was an equity research analyst known for bold and
correct stock picks, deep industry expertise, and substantial connectivity. He
was named Best Up & Coming Analyst in the 2009 Institutional Investor Poll and
subsequently ranked No. 6 overall in 2012. A highly recognized and respected
voice in the industry, Mr. Simkins has appeared on CNBC, Bloomberg, Fox
Business, and Yahoo Finance and is a regular featured speaker at many industry
conferences and on other media
outlets.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Simkins earned a B.B.A. in Banking and Finance, with highest Honors, from
Hofstra University, where he sits on the business school advisory board. He is
an outdoors enthusiast and also sits on the advisory board of Protect Our
Winters, a climate advocacy
foundation.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Simkins is a 6-time marathon finisher, avid yoga practitioner, and competitive
tennis player. He lives in Madison, NJ with his wife and two children Josh and
Juli.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr.
Simkins holds series 7, 63, 79, 86, and 87 registrations with
FINRA.","spans":[{"start":66,"end":71,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/","target":"_self"}}],"direction":"ltr"}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-equity"},{"category":"venture-capital"}]}}]

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