Best Startup
At Best Startup US we track over 1,000,000 US startups and over 3 million people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top United States based Managing Partner operating in the Consulting space. If you think a Managing Partner is missing from this list, feel free to contact our editor on editor@beststartup.us.
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Ilya Golubovich
Founder, Managing Partner of I2BF Global Ventures
Ilya has been a partner since the fall of 2005. He is a member of the Board of Directors of JSC Russian Investors, a private equity group with $200 million under management, and Linxlogic, a business software corporation in Los Angeles. Ilya formerly worked in the Energy Department of the London office of Louis Dreyfus in commodity trading and as a project manager at the Siberian Internet Company (Sibintek) at both their Novosibirsk and Moscow offices. Mr. Golubovich has an industrial engineering degree from Stanford University.
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About Aeroxo, Buzzoola, Enki.com, I2BF Global Ventures, Octi, Presto, Primus Power, ServiceTitan: I2BF is a venture capital firm that focuses on early stage technology companies.
Tyler Tysdal
Managing Partner of Freedom Factory
Tyler Tysdal is the Managing Director of Freedom Factory. Tysdal’s has many years of experience in private equity funds and investor relations. At Freedom Factory, Tyler Tysdal’s decades of experience as an operator, investment banker, SEC expert, and private equity fund investor to use on behalf of fellow entrepreneurs following his same path. Possessing experience with more than 50 companies and their exits, Tyler Tysdal is an entrepreneur’s entrepreneur. He knows the hurdles business owners overcome, the worries that keep them up at night and the triumphs that carry them forward – because he has experienced them, too. Investors and business partners working with Tysdal, such as Robert Hirsch, find his skillset a great asset.
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About Alternative Asset Investments, Brand Journey Capital, Cobalt Sports Capital, Freedom Factory, Single Family Office, Platte Management, TitleCard Capital: Business Brokers
Karl Alomar
Managing Partner of M13
Karl Alomar is a serial entrepreneur turned investor with extensive experience in starting, developing and selling high growth businesses in various market segments. Karl co-founded two successful ventures of his own, followed by 6 years as COO at DigitalOcean helping build the company from ground up to $250MM ARR. Karl received his MBA from Columbia Business School in New York and a BEng in Electrical and Electronic Engineering from Imperial College London and currently hold the position of Managing Partner at venture firm M13.
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About M13: M13 provides strategic counsel and operational expertise to help founders grow their companies.
Dan Elron
Managing Partner, Corporate Strategy, Innovation and Technology of Accenture
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About Accenture: Accenture is a professional services company, providing services and solutions in strategy, consulting, digital, technology and operations.
Manoj Singh
Global Managing Partner – Operations of Deloitte
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
William Ribaudo
Managing Partner of Deloitte
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Todd Rovak
Managing Partner, CEO of Fahrenheit 212
Todd Rovak is the founder of Carefull.
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About Carefull, Fahrenheit 212: Fahrenheit 212 is an innovation consultancy that drives top-line growth by creating transformational new products, brands and businesses.
Pete Maulik
Managing Partner of Fahrenheit 212
Pete Maulik is Managing Partner and Chief Growth Officer at Fahrenheit 212, where he is responsible for driving growth of the firm through strategic planning, establishing client relationships, cultivating business development and forging strategic partnerships. With over 20 years spent working with Fortune 500 companies and private equity firms on a wide range of growth projects, Pete knows what it takes to create real innovation for companies and drive change in the marketplace. In 2005, Pete helped launch Fahrenheit 212, the first privately-held innovation consultancy built on a performance-based compensation model. Since then, he has helped the firm execute more than 200 projects spanning industry sectors and develop a host of innovations that are in various stages of commercialization. He has held several key roles as part of the senior management team during his tenure at the firm. Most recently, he served as Chief Strategy Officer where he led the development of all innovation strategies and managed the firm’s implementation efforts. Pete is committed to driving innovation across the corporate landscape and is a well-respected thought leader. He is a frequent keynote speaker on innovation, recently speaking at conferences including the Chief Innovation Officer’s Summit, American Express Luxury Conference, and Ivy League MBA Innovation Summit. He is also active lecturer at business schools ranging from Harvard, Columbia, Stanford, and Wharton as well as within the investment community. His thought leadership and work have been featured in publications including the Wall Street Journal, Financial Times, Harvard Business Review, Fast Company, Private Equity International, and Inc. Pete holds an undergraduate degree with honors from Harvard University, where he was a John Harvard Scholar and an MBA from Columbia Business School. He sits on the Board of Columbia Business School’s Eugene Lang Center Of Entrepreneurship and is an active investor with various private equity-backed companies. He resides in New York City with his wife and two daughters and spends his time regaling them with stories of his ever-improving glory days as a college football player.
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About Fahrenheit 212: Fahrenheit 212 is an innovation consultancy that drives top-line growth by creating transformational new products, brands and businesses.
Michael Roub
Managing Partner of Inflection 360
Michael Roub, California native, is a seasoned business executive with expertise in operations, finance, and development. He has demonstrated tremendous amounts of success within executive roles in start-up entities. Previously, he served as an investment banker where he honed his tangible skills in financial management and consulting. Starting of his professional career in the financial industry, he laid the foundation for the rest of his professional career. Moving forward, he was able to capitalize on countless opportunities in the private business sector.
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About Inflection 360: Consulting Firm
Michael Levit
Managing Partner of Dragonfly Partners
Michael is a serial entrepreneur working on his fifth startup, Spigot Inc., which he co-founded in 2008. Prior to Spigot Michael ran the business side of Vendio, an eCommerce platform, where he grew transactions to $1.5+ billion/year before selling the business to Chinese giant Alibaba. Michael’s previous experience includes starting AOL’s Broadband division, running sales and marketing at Hearme and Paltalk, co-founding and overseeing Business Development at Bluelight.com a venture between Softbank, Martha Stewart, Kmart and Yahoo, and working in Accenture’s technology and strategy consulting practice where he co-founded the Internet Center in Palo Alto some 16 years ago.
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About Dragonfly Partners, Founders Den, Pure Digital Technologies: Boutique advisory service for cross-border transactions with a focus on M&A in China.
Gareth Chang
Founder & Managing Partner of GC3 & Associates International
Gareth Chang is the Chairman of the Board of Directors and Managing Partner of GC3 & Associates International LLC (a private investment and consulting firm). Gareth is also a Senior Advisor to Baring Private Equity Asia and Chairman of the Board of Directors at Novo Tellus Capital Partners. Gareth is currently also serving as a Member of the Board of Directors at Neustar (NYSE). Prior to his present portfolios, Gareth was the Founding Chairman of the Board of Directors at D5 Studio and Alpha Media in Beijing producing 3D animation, TV dramas and feature films for China and the international market; the Chairman of the Board of Directors and Chief Executive Officer at Towona, the leading mobile TV in China; Executive Chairman of the Board of Directors at Netstar Group; Executive Chairman of the Board of Directors at McDonnell-Shanghai Aircraft group during which he pioneered (1979) the first US-China multi-billion high-tech joint venture producing FAA certified DC9/MD80/MD90 commercial jetliners in China. Throughout Gareth’s illustrious career, he has served as a Member of the Board of Directors at Apple Computer, Comscore, News Corporation, Palm Inc., DirecTV, Agile Software, SRS Labs and the Advisory Council of Nike Inc. Gareth has over 40 years of experience in developing leading technologies and media businesses in the U.S. and worldwide. Gareth has served as a Chairman of the Board of Directors and Chief Executive of News Corp.’s StarTV Group in Hong Kong, President of Hughes (Aircraft) Electronics International, President of DirecTV International, Executive Chairman of the Board of Directors at DirecTV Japan, Executive Chairman of the Board of Directors at Hughes-JVC Technology and Corporate Vice President of McDonnell Douglas Corp. The recipient of many awards in recognition of his outstanding contributions in business, science and community affairs – including being named by Fortune as one of the top 125 Thinkers of the World – Gareth also received honorable mention at the 2008 Sundance Film Festival for producing the short film AUGUST 15. Gareth holds a B.A. degree in Mathematics / Physics, an honorary Doctorate of Science from California State University and an MBA from Pepperdine University. Gareth is an Adjunct Professor at the University of Communications in Beijing, a Visiting Professor at the Tsinghua University, Honorary Professor at the Chinese University of Astronautics and Aeronautics and Visiting Professor at Portland State University. Gareth is a Board Member of the Committee of 100 and serves on the Board of The East West Players in Los Angeles and the UCLA Public Policy Advisory Board, as well as being a Member of the Council on Foreign Relations in New York.
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About Communication University of China, GC3 & Associates International: GC3 & Associates International is a management consulting and private investment firm.
Tom Serres
Co-Founder and Managing Partner of Animal Ventures
Founder of Rally, Founder of Animal Ventures, Managing Partner at Warburg Serres. Spending my days investing in legendary founders.
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About Animal Ventures, Rally, Warburg Serres Investments: Partnering your company with the hottest startups and emerging tech companies coming onto the market.
Anthony Anderson
Retired Vice Chair and Midwest Managing Partner of Ernst & Young
Anthony K. Anderson has been a director since November 13, 2012. Anderson recently retired from Ernst & Young LLP, after serving the firm for 35 years. During his tenure, he served as managing partner for the Pacific Southwest region and later for the Midwest region. In 2000, he was named vice chair and became a member of the firm’s governing executive board. Anderson previously served on the board of the Federal Reserve Bank of Chicago. He is a frequent speaker on the economy, corporate responsibility and diversity. He also is an active philanthropist, with a strong emphasis on education. He serves as chairman of the board of the Chicago Urban League and on the boards of the Lyric Opera of Chicago, The Chicago Council on Global Affairs, The Field Museum of Chicago, Chicago Symphony Orchestra and World Business Chicago. Anderson is a member of the American, California and Illinois Institutes of Certified Public Accountants. He earned a bachelor’s degree in accounting from Chicago State University.
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About Ernst & Young: Ernst & Young is a provider of assurance, tax, transaction and advisory services.
Kelly Grier
US Chair & Managing Partner and Americas Managing Partner of Ernst & Young
Kelly Grier is US Chair , Managing Partner & Americas Managing Partner at Ernst & Young.
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About Ernst & Young: Ernst & Young is a provider of assurance, tax, transaction and advisory services.
Kimberly Simios
Chicago Managing Partner of Ernst & Young
Kimberly Simios is a Chicago Managing Partner at Ernst & Young LLP.
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About Ernst & Young: Ernst & Young is a provider of assurance, tax, transaction and advisory services.
Prabhu Goel
Managing Partner of Green Span Ventures
Prabhu began his career by joining IBM’s EDA organization at East Fishkill where he was involved with many developments in the area of chip test automation. At IBM he developed the Podem algorithm and other technologies that earned him 4 patents and several awards. He left in 1981 to join Wang Labs where he was exposed to the commercial EDA industry. He left Wang in 1982 to start Gateway Design Automation – the company that delivered the now industry standard Verilog-XL to the market. In 1989 he sold Gateway to Cadence and continued at Cadence for 2 more years. He left Cadence to become a private venture capitalist. Since 1992, he has been an investor and a Director in a number of private companies. In 1996 he sold one of his companies, Frontline Design Automation, to Avant Corporation for a second venture success. Several of his present investments are in the EDA industry. Prabhu completed his graduate studies from Carnegie Mellon.
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About Green Span Ventures: Greenspan ventures limited is a private limited company Offering technical advice to both private and institutional investors.
Nicolas Jabbour
Managing Partner of Cedrus
A technology veteran and entrepreneur with over 20 years dedicated to thought leadership, design and implementation of sophisticated enterprise solutions.
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About Cedrus: Cedrus is a New York City based boutique IT advisory firm focused on Digital Transformation
Barbara McKinzie
Managing Partner of MSL LLC
Barbara McKinzie is a financial executive and consultant with experience in general management. She has been known for her success in reducing costs at for-profit, non-profit, and governmental organizations. McKinzie is a certified CPA and has her MBA from Kellogg School of Management. Barbara’s passions lie in empowering women intellectually, economically, and socially. Regarded as a phenomenal public speaker, Barbara McKinzie hopes to inspire and make a positive impact on women across the globe.
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About MSL LLC: We make our clients successful by providing the highest level of services & delivering results that exceed their expectations.
Raghunath Verabelli
Managing Partner of GGK Tech
Raghu is the managing partner at GGK. He has been working in IT industry for more than 20 years experience spanning from software development, services delivery, managing client relationships, partner programs to business development. At GGK, Raghu provides key strategic direction and manages operations. He is responsible for growing GGK’s business and building true long-term partnerships. Prior to GGK, he worked for Sun Microsystems, Oracle, Sybase and CMC Ltd. He also teaches Advanced Java Programming Course at Brandeis University, Waltham. Raghu is very passionate about developing communities in rural and tribal parts of India. He played a key role in the growth of non-profit org India Development and Relief Fund (IDRF) in Boston. He is currently working with Youth for Seva (YFS) and Seva Bharathi. Raghu is MBA from the University of Massachusetts and has a Bachelors in Computer Science degree from the University of Delhi.
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About GGK Tech: GGK Tech develops web applications and business intelligence solutions.
Julia Rafal-Baer
Managing Partner of ILO Group
Julia Rafal-Baer, Ph.D., is a Managing Partner of ILO Group, an education-focused, women-owned leadership consultancy that works to help the nation’s leading governors, state education commissioners, and superintendents of education turn their bold intentions into reality. Throughout the COVID-19 crisis, Dr. Rafal-Baer played an instrumental role advising school district and state education agency leaders across the U.S. and led a nationwide effort to safely reopen schools, accelerate learning and strengthen critical supports for students. She serves as an expert advisor to the COVID Collaborative. Prior to founding ILO Group, Dr. Rafal-Baer served as the Chief Operating Officer at Chiefs for Change, a nationwide network of district and state education leaders, where she helped transform the organization from a small start-up to an $11M high impact national non-profit. She coached and mentored more than 50 leaders through the Future Chiefs program at Chiefs for Change, half of whom went on to become superintendents and commissioners. Dr. Rafal-Baer previously served as Assistant Commissioner of the New York State Education Department. She sits on the board of the Association of Marshall Scholars and the advisory committee for the Center for Education Policy and Research at Harvard University. In 2020, Dr. Rafal-Baer was appointed by the U.S. Secretary of Education to a four-year term to the National Assessment Governing Board. Dr. Rafal-Baer graduated summa cum laude from the George Washington University with a B.A. in Psychology and holds a dual M.S. from CUNY: Lehman College in Special Education and Childhood Education. She also holds a Master of Philosophy in Education Research and a Ph.D. focused in comparative education policy from the University of Cambridge, where she was a Marshall Scholar.
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About ILO Group: Education-focused leadership consultancy
Ben Smith
Managing Partner of Chancebending Ventures, Inc
Ben is an early Google and YouTube exec who created many first of its kind social media partnerships on the web and lead YouTube’s efforts with Hollywood for years. He helped bridge the gap between Hollywood and Silicon Valley, leaving YouTube HQ to be the company’s first businessperson in LA.
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About Chancebending Ventures, Inc: Consulting/Advising/Investing
Anil Advani
Founder and Managing Partner of Inventus Law
Anil Advani is the Managing Partner of Palo Alto and San Francisco based law firm, Inventus Law. His practice focuses on representing early stage start-up companies, from 2-3 “guys in the garage” through the life-cycle of the venture, negotiating angel and venture financings, customer and licensing transactions, and mergers and acquisitions. He has also represented a number of angel investor groups. Over the last 12 years working at powerhouse law firms like Cooley Godward and Orrick Herrington, Mr. Advani has represented over 800 startups and founders (including many backed by the premier Silicon Valley incubator Y Combinator), and been involved in almost 200 financing and M&A transactions valued at over $1 billion in aggregate.
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About Inventus Law: Inventus Law is a Silicon Valley based premier law firm that represents high growth startup companies, founders, angel investors.
Alanna Gregory
Managing Partner & Founder of Constellation
Prior to founding Constellation, Alanna Gregory was the founder and CEO of Vive, a YC-backed technology company with the mission of giving all busy women a faster, easier and more convenient way to maintain great-looking hair. Alanna has led product and growth consulting engagements and coached product and growth teams for venture-backed startups and Fortune 500 companies across NY, SF, LA and Europe. Alanna holds a degree in Operations Research Engineering from Princeton University and, following graduation, worked in Thailand as a consultant where she founded Thailand’s first V-Day campaign.
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About Constellation: Constellation builds products that connect with audiences and implement processes for sustained growth.
Lyon Kassab
Founder & Managing Partner of Bothnia Consulting Group
Lyon Kassab is currently the Co-Founder and Chief Financial Officer of Sansbank, Inc. – A career executive with more than twenty years of financial, operational, and strategic management expertise. Alongside real estate development, Lyon focuses on proptech startup development to stay at the forefront of real estate innovation. Concurrent to Sansbank, Lyon Kassab continues to be a dynamic and industry-agnostic Executive with a career spanning Consumer Packaged Goods, Management Consulting, and Automotive Industries. He specializes in Strategy and Operations and has spent a majority of his career linking Strategy, Operations, Finance and Technology to drive innovation and results. Lyon has more than two decades of Executive Management experience for billion-dollar companies, such as Herbalife ($HLF), Visalus Sciences ($VIS) and Avon ($AVP). He is passionate about evaluating businesses and packaging ideas into feasible, scalable solutions. He also serves as a mentor to business students at Pepperdine in order to bridge the gap between entrepreneurship in higher education and real world Financing, Investments, and Corporate Development. One of Lyon’s past ventures, Fast Toys Club, acted as a capstone case to Pepperdine University MBA students.
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About BoCG Ventures, Bothnia Consulting Group, HV, Sansbank: Creating market leading, antifragile brands.
Chris Ha
Managing Partner of Bothnia Consulting Group
Chris Ha is currently Head of Product Engineering at Sansbank, Inc. Her expertise comes from an extensive background in technology, design, and entrepreneurship – particularly in product-driven firms with a decade’s worth of leadership in tech startups, enterprise M&A, and sustainable development firms. Chris M. G. Ha is a multi-published scientist and chief product-engineering designer focused on innovation development in technology and design in both consumer and enterprise markets. She has worked with public enterprise brands from Eli Lilly ($LLY), aTyr Pharma ($LIFE), Johnson & Johnson ($JNJ), as well as private sector clients focused on investment advisory M&A. She currently works in different capacities from innovation development and technical design development as a Head of Product-Engineering across Clients such as Stadium Goods, Heyday, Luminary Media, YG Entertainment, and Sony. She is platform agnostic across Real Estate, Biotechnology, Consumer Technology, Fintech, eCommerce, and CPG Brands.
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About BoCG Ventures, Bothnia Consulting Group, HV, Sansbank: Creating market leading, antifragile brands.
W. Ryan Davis
Managing Partner of Main Street Capital
Ryan joined Main Street in 2012 and is responsible for sourcing investment opportunities, overseeing due diligence, structuring and negotiating transactions, portfolio management, investor relations, risk management and compliance. He has more than a dozen years of experience in mergers and acquisitions. Prior to joining Main Street, Ryan was a partner at the international law firm of Morgan, Lewis & Bockius LLP, where he represented private equity funds and their portfolio companies.
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About Main Street Capital: Main Street Capital is a principal investment firm that provides long-term debt and private equity capital to lower middle market companies.
Warren Spieker
Managing Partner of Continuing Life
Warren Spieker joined Continuing Life in 2001 and provides general management oversight for the company’s operations. Mr. Spieker led the successful pre-marketing and initial occupancy efforts at University Village and now advises the marketing programs at both stabilized and start-up Continuing Life® communities. Prior to joining CL, Mr. Spieker worked with the investment bank Alex. Brown and Sons. Mr. Spieker received a Masters degree in Business Administration from the Kellogg Graduate School of Management and a Bachelor of Arts degree from the University of California, Berkeley.
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About Continuing Life: Continuing Life provides advisory and business services for retirement communities.
Jeff Brokaw
Founder/Managing Partner of Unrivaled Enterprises
Jeff Brokaw is a venture capitalist who has over 20 years of experience in digital marketing, web design, and entrepreneurship. He founded his first web design and web hosting company at age 14, and at age 16 he ran the IT department of a large stock brokerage firm. He focuses on the intersections of innovative design, marketing, and launching successful business ventures and startups through technological media. Jeff is the founder of Tabbris, Charlottes premiere innovative co-working center, the Co-founder of FaaSTrak, one of the south’s fastest growing fin-tech companies, the owner of professional esports organization The Charlotte Phoenix and managing partner of venture capital firm Unrivaled Enterprises. Jeff has assisted in raising numerous funding rounds for startups as well as building companies from the ground level. He is currently a board member at several rapid growth startups as well as an advisor, consultant and more for technology and esports companies across the globe. He has appeared in TechCrunch, Business Insider, CBS Money, Yahoo Finance, The Boston Globe, International Business Times, San Francisco Times and more.
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About Arygin, FaaStrak, QC Marketing, Sherlok Inc, Startup Grind, Tabbris, Unrivaled Enterprises: Unrivaled Enterprises is an investment firm which has equity in and manages a portfolio of several brands.
Lisa Daniels
Managing Partner KPMG & Risk Consulting Partner of KPMG International Limited
Lisa Daniels is the Managing Partner KPMG & Risk Consulting Partner at KPMG.
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About KPMG International Limited: KPMG is a network of independent member firms offering audit, tax and advisory services.
Joel Nagel
Founder & Managing Partner of Nagel & Associates
Attorney Joel Nagel is the founder and managing partner of Nagel & Associates LLC, an international law firm specializing in international corporate structures and planning, overseas commercial transactions, asset protection and estate planning. Its primary focus is on assisting corporations, startups and individuals with maximizing their growth and success potential in the international marketplace and environments in which they maneuver. The law firm provides strategic direction and hands-on assistance to clients seeking international legal structures, tax planning, joint ventures and asset protection, as well as immigration and emigration matters. Nagel & Associates was founded in 1992, and is headquartered in Pittsburgh, Pennsylvania. Under the vision and management of Joel Nagel, the firm has succeeded in securing hundreds of millions of dollars for its clients to fund the development of commercial projects all over the world. In addition to his work in international law, Mr. Nagel is an entrepreneur and international businessman, who’s successfully closed multiple high-profile commercial projects. Among his accomplishments is the establishment of the first motorbus distribution facilities in Central America and Africa on behalf of a US-based bus line. He has also successfully structured and established hotels, retirement communities, banks, insurance companies, hedge and mutual funds as well as other financial service companies and more recently blockchain enterprises all over the world. Nagel brings his rich academic and professional background in international law and relations to the development of strategic solutions on behalf of his clients. Joel Nagel obtained his undergraduate degree in 1986 from Allegheny College, and was a Fulbright Scholar at the University of Bonn from 1987 to 1988. He received his law degree from West Virginia University in 1989 and his L.L.M in International Law and Taxation with highest distinction from Georgetown University Law School in 1990. His post-graduate studies were conducted at several universities abroad, including The Hague Academy of International Law, in the Netherlands. Attorney Nagel began his career working for the U.S. federal government, where he served in the Office of Chief Counsel for International Commerce at the United States Department of Commerce. He then went on to join the legal staff of Buchanan Ingersoll, one of the largest law firms in the country. Today, Nagel runs Nagel & Associates LLC, and serves on the boards of various client-companies. He is Chairman of the Board of Caye International Bank and has served the Government of Belize in various diplomatic functions including its United Nations’ Ambassador in Vienna, Austria.
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About Caye International Bank, ECI Development, Gran Pacifica, Grand Baymen, Nagel & Associates: Nagel & Associates is a law firm specializing in international commercial transactions, asset protection, and estate planning.
Harry Langenberg
Founder & Managing Partner of Optima Tax Relief
Harry Langenberg is the Managing Partner at Optima Tax Relief.
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About Debtmerica, LoanNow, Optima Tax Relief, SuperMoney: Founded in 2011, Optima Tax Relief has helped thousands of Americans nationwide resolve their IRS and state tax issues.
Jesse Stockwell
Co-Founder & Managing Partner of Optima Tax Relief
Jesse Stockwell is the Co-Founder & Managing Partner at Optima Tax Relief.
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About LoanNow, Optima Tax Relief: Founded in 2011, Optima Tax Relief has helped thousands of Americans nationwide resolve their IRS and state tax issues.
Kenneth Brown
Managing Partner of Lionchase Holdings
Kenneth Brown is the founder and managing partner of Lionchase Holdings. Kenneth has been involved in technology, finance, and government affairs for over 15 years. Kenneth has worked with law firms, financial institutions, corporations, and consulting firms on dozens of technology policy disputes ranging from to anti-trust to intellectual property. At Lionchase, Kenneth leverages his extensive background in macroeconomics and regulatory analysis to guide its portfolio. Kenneth is also responsible for the firm’s merger and acquisition strategy. Kenneth is frequently quoted in major publications, white papers, and editorials on a range of topics including economic development, energy, and economic theory. Kenneth is on the board of several non-profit organizations. Kenneth has a B.A. in English Literature from George Mason University in Fairfax, Virginia.
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About Lionchase Holdings: Lionchase Holdings is a privately-held asset management firm that focuses on the growth of microcap and small-cap firms.
Frank Artale
Managing Partner of Prime Foray
Frank Artale is a partner with Ignition Partners. Frank was most recently Group Vice President, Business Development at Citrix Systems. He has over 26 years of experience in the software industry and was responsible for all aspects of Citrix’s business development with software and hardware technology partners. Frank joined Citrix from XenSource where he was responsible for strategic marketing and business development. Prior to XenSource, Artale was a founder and CEO of Consera Software, a management software company, which was acquired by HP in 2004. Before founding Consera, Frank was Vice President of the Windows Solutions Group for VERITAS Software, where he oversaw overall product strategy of the Windows targeted solutions. He also held the position of General Manager In the Windows 2000 Group at Microsoft Corporation, one of the many and varied product management and sales positions he held during his nine-year career with the company. Before joining Microsoft, he held positions as a software engineer and engineering manager building trader workstation and retail brokerage delivery systems first at an IBM/Merrill Lynch joint venture (IMNET), then at FD Consulting. Frank attended Polytechnic Institute of New York as a Board of Trustees Scholar where he studied Electrical Engineering and Computer Science.
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About Prime Foray: Prime Foray offers cloud computing, consulting, information technology and marketing services.
Paula Rosenblum
Co-Founder & Managing Partner of Retail Systems Research
Paula Rosenblum is a co-founder and managing partner at retail advisory firm RSR Research.
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About Retail Systems Research: Retail Systems Research provides insight into business and technology challenges facing the retail industry ecosystem.
Brian Kilcourse
Managing Partner of Retail Systems Research
Brian Kilcourse is a recognized thought leader in the United States on how businesses innovate to deliver differentiating and sustainable value through the power of information. Brian is a managing partner at Retail Systems Research LLC (“RSR”), a company focused on helping companies develop winning strategies with its industry leading research focused on the extended retail industry. At RSR, Brian has authored studies on digital commerce and “omni-channel” strategies, business intelligence & analytics and the value of “big data”, pricing strategies, cross-channel fulfillment, supply chain strategies, mobile technology in Retail, and consumer data privacy & security, among other topics. Before co-founding RSR in 2007, Brian was President & Chief Executive of Retail Systems Alert Group, a B2B media company focused on the retail ecosystem. From 2002-2005, Brian advised several technology companies. He is currently a member of the Executive & Advisory Board of UK-based IORMA (International Omni Retailing Markets Association). Brian was the SVP & CIO at Longs Drug Stores, a $5B enterprise with markets in the U.S. West Coast and Hawaii, from 1993 through 2002. One of the top retail CIO’s in the United States during his tenure, Brian was named one of the Premier 100 IT Leaders by Computerworld magazine and by Information Week as leader of the #1 retail IT shop in 2001. He led pioneering efforts in the areas of BI & Analytics, Price Optimization, E-commerce, Electronic Payment Systems, Category Management, Computer Assisted Store Ordering, Workflow Automation, and Warehouse Robotics. He was a retail industry leader in the development and adoption of technology standards in the area of in-store point-of-sale. A long Northern California resident, Brian holds a BA degree in Management from St. Mary’s College of Moraga, CA.
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About Retail Systems Research: Retail Systems Research provides insight into business and technology challenges facing the retail industry ecosystem.
Mark Zawacki
Founder & Managing Partner of 650 Labs
Mark has founded two successful strategy consulting firms: Milestone Group (2001) and 650 Labs (2012). He has advised more than 300 clients globally on a myriad of growth and revenue-related initiatives including business strategy, innovation, new product development, acquisition targeting, business and corporate development, alliances/partnering, go-to-market strategies and international expansion. His clients have included Tata, NTT, Microsoft, McDonalds, MasterCard, Cisco, JPMorgan Chase, Intel, SAP, British Home Stores, GSMA, SMART, Volvo, Novartis, AstraZeneca, SITA, Norsk Hydro, Occidental Petroleum, Union Bank of Switzerland, Swisscom, Rabobank, VeriSign and Symantec as well as a number of private equity and venture capital firms. Prior to 650 Labs and Milestone Group, Mark spent nearly a decade as a strategy consultant with the CSC Index, the strategic management consulting division of Computer Sciences Corporation (CSC). Variously based in Amsterdam, London, Sydney and San Francisco, Mark’s work at CSC Index focused on corporate strategy, organizational change and leveraging technology for business advantage. Mark has consulted in 50+ countries around the world and traveled to more than 70+ countries to date. Mark holds a B.Sc. Marketing from the University of Colorado and an MBA from the University of Rochester, William E. Simon Graduate School of Business.
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About 650 Labs, INSEAD, Milestone Group, Vertical Farms: 650 Labs work with ambitious multinationals globally
John Farina
Market Managing Partner – Boston & Northeast of PwC
John Farina is Market Managing Partner – Boston & Northeast area at PricewaterhouseCoopers.
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About PwC, PwC, PwC: PricewaterhouseCoopers is an accounting firm that provides tax, HR, transactions, performance improvement, and crisis management services.
Andrew Snead
Managing Partner of Delta Partners Capital Limited
Andrew is a Managing Partner and leads the firm’s management consulting services in Asia and Sub-Saharan Africa. In addition, Andrew plays an active role in assessing investment opportunities across the regions, in close coordination with Delta Partners Capital in Dubai, whilst also working closely with Delta Partners Corporate Finance on M&A and transactional services activities. With over 18 years of strategic consulting and M&A experience, Andrew has worked with major telecommunications, media and technology/digital firms in the UK, Ireland, Sweden, US, the Middle East, Africa and Asia. He brings with him extensive advisory experience, which includes corporate strategy, M&A, transactional services (e.g. due-diligences), market entry strategy, turnarounds, ICT strategy and start-ups. Andrew has significant fixed-line, mobile & media experience including NGN strategies, Pay TV and content strategies, mobile re-launches and the development of mobile data strategies. Andrew started his career with Andersen Consulting Strategic Services in London, focusing purely on the telecoms, media and digital (TMD) sector. The early part of his career centred on triple-play and digital TV strategies for cable operators and incumbents across Europe. Between 1997 and 2001, Andrew assisted in the strategy and implementation of four triple-play launches across the UK and Ireland. Just before joining Delta Partners, Andrew focused heavily on developing and implementing ICT strategies in an advisory and interim management capacity. Andrew holds a BSc in Economics and Quantitative Methods from the University of Birmingham. Andrew’s native language is English and he is conversational in German.
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About Delta Partners Capital Limited: Delta Partners is a Private Equity arm focuses on the telecoms, and provide funding to fund companies’ growth in emerging markets.
Roby Yadegar
Founder & Managing Partner of Yadegar Law PC
Roby is a former BigLaw attorney and now Managing Partner of Yadegar Law PC (www.yadegarlapc.com), a Los Angeles based corporate law firm representing entrepreneurs and companies of all sizes with corporate transactional matters from formation to exit and everything in between. Roby started Yadegar Law in an effort to modernize the practice of corporate law by eliminating the inefficiencies he saw first hand at his previous firms, to create exceptional value for clients. By using the most up-to-date legal technology combined with lean infrastructure and streamlined processes, Yadegar Law is able to provide it’s clients with the highest level of legal representation at a fraction of the cost of traditional law firms. Roby understands business. Before starting Yadegar Law, he co-founded his own LA based tech startup, and credits that experience with making him the practical, efficient, entrepreneurially-minded attorney he is today. Roby is passionate about business and about helping his clients succeed.
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About Katten Muchin Rosenman, Yadegar Law PC, Yadegar Law PC: Boutique LA Based Corporate Law Firm
Wei Ke
Managing Partner of Simon-Kucher & Partners
Wei Ke, Ph.D. is a Partner based in Simon-Kucher & Partners’ New York and Toronto offices. He currently heads the Financial Services Practice in North America and serves as the President of Simon-Kucher Canada. Wei has advised leading financial institutions in North America and Europe on product innovation, pricing strategy, marketing & promotional tactics, customer value management, risk management, value communication, sales effectiveness, consumer behavioral biases, and big data analytics for both sides of the balance sheet. Wei is a frequent speaker at banking and fintech conferences in the US, UK and Canada, and is regularly published in leading financial services journals, including Bank Accounting & Finance, BAI Banking Strategies, American Banker, and Mortgage Finance Gazette, on both sides of the Atlantic. Wei is currently also an adjunct professor for pricing and marketing analytics at Columbia Business School and at Queen’s University Smith School of Business. Wei received a Ph.D. in Decision, Risk, and Operations from Columbia Business School, and a B.Sc. in Electrical Engineering & Applied Mathematics, summa cum laude, from Columbia University.
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About Simon-Kucher & Partners: Simon-Kucher & Partners is a global consulting firm.
Alex Zinin
Managing Partner of Pr3vision Consulting
Alex Zinin is the Board Member at Pr3vision Consulting.
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About Pr3vision Consulting: Pr3vision Consulting is a venture technology consulting firm that offers product, business, technology, and investment advisory services.
Timothy Harris
Partner, Palo Alto Managing Partner of Morrison & Foerster
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About Morrison & Foerster: Morrison & Foerster is an international law firm that provides legal services across a range of industries and practices.
Bobby Samini
Founder and Managing Partner of Samini Scheinberg PC
Bobby Samini is the President and founding member of Samini Scheinberg, PC. He is an influential and accomplished California trial attorney, with a distinguished record of success in virtually every major industry and area of litigation. He currently serves as lead counsel to Mr. Donald Sterling in the highly publicized litigation with the National Basketball Association, TMZ and V. Stiviano. He also served as co-counsel to Mr. Sterling in the contentious probate proceedings that received national media coverage for the State and Courts of Appeal matters alike. Mr. Samini is lead counsel for a highly decorated Mitsubishi dealership owner with four locations in Southern California in a multi-million-dollar litigation against Mitsubishi Motors North America, Inc. and Mitsubishi Motors Credit of America, Inc. In addition, Mr. Samini also represents two former auto dealers in class actions against Mitsubishi Motors of North America, Inc. for racketeering, fraud, and unfair business practices, among other things. Mr. Samini currently represents DJ Paul of the Oscar-winning hip-hop group, Three 6 Mafia. Finally, Mr. Samini represents several class action plaintiffs in current litigation in the Central District of California against Zillow in connection with an expansive array of egregious employment law violations relative to Zillow’s systemic frat-house culture and unabashed disregard for its employees’ rights. Over the course of Mr. Samini’s 20-year legal career, he has tried numerous significant cases for major clients, argued before the California District Court of Appeal and collected substantial sums for clients in a variety of cases. Mr. Samini’s expertise and legal opinions have been sought by the media on numerous occasions, as evidenced by his television appearances on Anderson Cooper 360, the Today Show, Bloomberg and CNN’s morning show, New Day. Mr. Samini was also recently featured in the Daily Journal.
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About Samini Scheinberg PC: Samini Scheinberg is a boutique law firm known for its representation of high-profile clients and class action litigation.
Preston McSwain
Managing Partner and Founder of Fiduciary Wealth Partners
Preston McSwain is an investment advisor and multi-family office fiduciary. Preston is a Managing Partner and Founder of Fiduciary Wealth Partners (FWP). FWP is the successor to SJM Fiduciary Advisor (SJM), which he founded in 2012. Previously, was a Managing Director at Neuberger Berman and Lehman Brothers Trust Companies. Preston is an active member of the investment community and has been featured in the Wall Street Journal, Institutional Investor, Private Asset Management, and U.S. News. In addition, Preston McSwain is a regular contributor to Wealthmanagement.com, IRIS, The Street.com, Investopedia, and the CFA Institute Enterprising Investor. In addition, Preston McSwain actively promotes ocean conversation at CleanUpOceans.com. He received at B.S. in Finance with a concentration in Investment Management from University of Alabama at Birmingham where he received the Outstanding Alumni Award from the school of business in 2006. Preston currently serves on the Board of Overseers of the Peabody Essex Museum, is the past Treasurer of Church of the Redeemer in Chestnut Hill and is on Board of The Pioneer Institute. In addition, he is a member of the Economic Club of New York.
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About Fiduciary Wealth Partners: Fiduciary Wealth Partners provides wealth and investment management services.
Slade Kobran
Managing Partner of Chief Outsiders
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About AlphaTrust, Chief Outsiders: Chief Outsiders is the United State largest management consulting company providing chief marketing officers services to mid-size companies.
Balu Balagopal
Managing Partner of Kearney
Balu Balagopal is a partner with A.T. Kearney and based in the Houston office. He is leading the global oil & gas sector and has more than 30 years of experience in the energy, industrial, and technology sectors, with functional skills in strategy, M&A, business development, performance improvement, marketing, and finance.
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About Kearney: Kearney provides management consulting and related services.
Anurag (Anu) Nigam
Managing Partner of Enjoy The Work
Anu (Anurag) Nigam is the Managing Partner of Enjoy The Work
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About Enjoy The Work: We help founders navigate the unknown with our unique, hands-on approach to startup mentorship.
Jonathan Lowenhar
Founder & Managing Partner of Enjoy The Work
Throughout his 20 year career, Jonathan has successfully built a $1B business segment for a large public company, guided the turnaround of a distressed $100M+ revenue business, launched and sold a venture-backed startup, and led the rise of one of the world’s fastest growing B2B SaaS businesses. His first career was in hospitality, where he served as the first VP of Loyalty Marketing for Harrah’s Entertainment and led the turnaround of a failing 3,000-employee hotel and casino company. In 2007, he founded his first startup, which he successfully sold after 4 years and several rounds of capital. Starting in 2012, Jonathan served as President & COO of Taulia, growing the business from seed to D in less than 3 years. Since 2014, he has led ETW Advisors, a firm of expert early stage operators who have combined their considerable skills to advise the next generation of startups to launch, grow and reach scale. He founded ETW because he believed that the biggest positive impact he could have on the world would be to positively influence the next generation of startup entrepreneurs. He has dedicated his professional life to that end.
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About Enjoy The Work: We help founders navigate the unknown with our unique, hands-on approach to startup mentorship.
John Fletcher
Co-Founder & Managing Partner of Fletcher Spaght, Inc.
John Fletcher is a Founding Partner of Fletcher Spaght Ventures. He also serves as the CEO of Fletcher Spaght Inc., a management consulting firm he founded to provide strategy and financing assistance to new companies. John has over twenty-five years providing strategy and financing assistance to new companies. Prior to launching FSI in 1983, John was a Senior Manager at The Boston Consulting Group, managing client relationships in healthcare and high technology companies. Previously, John was a Ph.D. candidate and instructor in International Business at the Wharton School, University of Pennsylvania. Prior to Wharton, John was a Captain and jet pilot in the U.S. Air Force.
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About Astarte Ventures, Fletcher Spaght, Inc.: Fletcher Spaght, Inc. provides strategy and financial assistance to new ventures including start-ups.
Tracy Gray
Founder and Managing Partner of The 22 Capital Group
Tracy D. Gray, Founder and Managing Partner, has international strategy domain expertise and over 20 years of experience assisting organizations in a variety of industries reach their goals. Tracy Gray is also an Executive-in-Residence at the Los Angeles Cleantech Incubator and was named a 2015 “Women of Influence” in Los Angeles by bizwomen. Prior to starting The 22, Tracy Gray was the Senior Advisor of International Business and Marketing for Los Angeles Mayor Antonio Villaraigosa. For the Mayor, she led strategies and initiatives to assist SMEs grow their businesses through international sales. Additionally, while in the Mayor’s Office, Tracy Gray launched the Los Angeles Regional Export Council and led SMEs on trade missions and to trade shows in Asia and Latin America. She was also Senior Advisor to the Mayor’s Small Business Office. Tracy Gray was previously Managing Director at Collaborative Equity Partners (CEP), a venture catalyst consulting firm where she raised over $30 million in equity capital. She was also an investment professional at Zone Ventures, an L.A. based Draper Fisher Jurvetson venture capital firm where her first investment decision, DivX, had a market capitalization of $435M at IPO and was Zone’s only company to go public. In addition, she served as a board observer for five Zone portfolio companies where she helped with growth and marketing strategies. Additionally, Tracy Gray worked at the Los Angeles Alliance for the New Economy, an economic development non-profit and for a contractor on the NASA Space Shuttle program as a systems engineer/mission monitor. She is currently on the advisory board of Exergy Systems Inc. and the board of directors for Isidore Electronics Recycling. In 2015, Tracy Gray gave a TEDx Talk entitled “Why It’s Time For Women To Be Sexist With Investment Capital.” Due to the response from her TEDx Talk, Tracy Gray founded We Are Enough. We Are Enough’s mission is to increase the flow of capital to women entrepreneurs by educating women on how and why to invest in women-owned, for profit businesses. Tracy Gray serves and has served on several non-profit boards of directors and advisory boards, including Mayor Eric Garcetti’s Make it in LA, Cal State Dominguez Hills Philanthropic Foundation, Urban Manufacturing Alliance, CHINAWEEK, the Los Angeles Regional Export Council, Southern California Chapter of the National Association of Securities Professionals, Center for International Business Education and Research – University of Southern California and Women in International Trade LA. Tracy Gray received her BS in Mathematical Science, Aeronautics emphasis from the University of California at Santa Barbara and dual MBAs from Columbia University and the University of California at Berkeley
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About The 22 Capital Group: The 22 Capital Group is a growth venture capital and advisory firm focused on increasing the export capacity of South California companies.
Lemuel Amen
Managing Partner of Altius Manufacturing Group LLC
Lemuel Amen possesses 30 years of business leadership, operations, technical, and M&A experience ranging across five major industries: Aerospace; Energy and Utilities; Information Technology and Business Process Outsourcing; and Diversified Technology and Global Manufacturing. Lem has a solid track record of outstanding achievement in generating new business, building global brands, and delivering growth and superior financial results, while cultivating winning teams and culture. Lem has earned a reputation of being a visible change agent, gaining the loyalty of both customers and employees. His courageous leadership enables all stakeholders to elevate their contribution to produce sustainable growth in market share and earnings, thus building Enterprise Value. Currently, Lem is Chairman and managing partner of Altius Manufacturing Group LLC. (AMG), a private equity firm focused on niche value creation opportunities in long term sustainable global growth mid-markets. From 2011-2016, Lem served as the Chairman & CEO of Viking Engineering & Development Incorporated, A former portfolio company of AMG. Prior, Lem served 3M Company as President and General Manager for the Track and Trace Solutions Division, providing RF identification, Location based services, and electronic sensing components and full solutions for safety, security and asset utilization markets and applications. Prior, Lem served as Staff Vice President for 3M Corporate Marketing and Sales unit which architect the global 3M brand operations worldwide. Prior to 3M, Amen served as Regional President and General Manager for EDS (an HP company). Lem served as a key leader in the Solutions Consulting business unit (application services), one of EDS’ four lines of business and its fastest growth sector. Before joining EDS, Amen was managing director of iCORE Strategic Collaborative, a professional services and Business Process Operations consulting firm. Lem also held various leadership and operations management positions across different industry verticals, including: Electric, Gas, and Energy generation markets; Pacific Gas and Electric Company. Aerospace and Defense markets; The Aerospace Corporation. Amen earned his Master of Science in Environmental Engineering and Engineering Management from Northwestern University in Evanston, Illinois and his Bachelor of Science degree in Mechanical Engineering from California State University, Northridge. Amen is a staunch supporter of economic development and youth educational based community programs. Lem’s experience is shared among various commercial board advisory and directorship roles. Lemuel resides in Detroit metro area, Michigan.
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About Altius Manufacturing Group LLC: Altius companies is a sustainable growth driven equity management firm focused on acquiring, operating.
Jeb Bush
Managing Partner of Jeb Bush & Associates
Jeb Bush, Jr. currently serves as Managing Partner for Jeb Bush & Associates, LLC and President of Bush Realty, LLC. Previously, Bush worked with Fairchild Partners, Inc. a full service commercial real estate firm located in Coral Gables, Florida. Bush earned a Bachelor of Arts Degree in Latin American Studies from the University of Texas at Austin. In 2008, Bush earned a master’s in International Real Estate Finance from Florida International University. Jeb Bush & Associates, LLC provides management consulting services. The firm leverages its worldwide network of business relationships and draws on its broad perspective on the economy, business, and politics to help companies at all stages of the corporate life cycle achieve their objectives. Jeb Bush & Associates, LLC provides a variety of services, responding dynamically to each client’s most pressing needs—whether helping to recruit a Board of Directors or Advisory Board, raising capital, recruiting other businesses as clients or strategic partners, or formulating the next stage of the business plan. Our clients do not share a common industry or size. Rather, each possesses a unique vision, track record of success, and leadership team. Jeb Bush & Associates, LLC does not perform any lobbying, political fundraising, or political consulting. Bush serves as a Managing Partner of FracStar Logistics LLC, a Texas-based oil and gas services business. He is also Managing Partner of Gold Krown, LLC, a Florida-based Real Estate Investment Fund. Jeb Bush, Jr. is also involved in community outreach and philanthropy. He serves as Chairman of the Friends of St. Jude, a young professional organized to raise money for St. Jude Children’s Hospital in Memphis and is on the National St. Jude Board and is Co-Founder of Sunpac, a Florida based Hispanic Outreach program that promotes conservative values and principles to the Hispanic Community. Bush is also a board member of BBVA Compass South Florida Advisory Board; a board member of the National Immigration Forum based in Washington D.C; a board member of Habitat for Humanity – Miami; and a host committee member of the WGC – Cadillac Golf Championship at Doral, FL.
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About Bush Realty, FracStar Logistics, Gold Krown, LLC, Jeb Bush & Associates: Jeb Bush & Associates.
Mark Carrow
Managing Partner, Philadelphia Office of Citrin Cooperman
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About Citrin Cooperman: Citrin Cooperman is a US-based accounting, tax and business consulting firm.
Patricia Cummings
Co-Managing Partner, New York Office of Citrin Cooperman
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About Citrin Cooperman: Citrin Cooperman is a US-based accounting, tax and business consulting firm.
Alan Badey
Managing Partner, White Plains Office of Citrin Cooperman
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About Citrin Cooperman: Citrin Cooperman is a US-based accounting, tax and business consulting firm.
Ken Kirkland
Managing Partner, Braintree and Woburn Offices of Citrin Cooperman
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About Citrin Cooperman: Citrin Cooperman is a US-based accounting, tax and business consulting firm.
Alex Serrano
Managing Partner, Livingston Office of Citrin Cooperman
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About Citrin Cooperman: Citrin Cooperman is a US-based accounting, tax and business consulting firm.
Paul Gnatt
Co-Managing Partner, Bethesda Office of Citrin Cooperman
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About Citrin Cooperman: Citrin Cooperman is a US-based accounting, tax and business consulting firm.
Paul Gnatt
Co-Managing Partner, Bethesda Office of Citrin Cooperman
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About Citrin Cooperman: Citrin Cooperman is a US-based accounting, tax and business consulting firm.
Alex Serrano
Managing Partner, Livingston Office of Citrin Cooperman
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About Citrin Cooperman: Citrin Cooperman is a US-based accounting, tax and business consulting firm.
Richard DeRienzo
Managing Partner, Providence Office of Citrin Cooperman
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About Citrin Cooperman: Citrin Cooperman is a US-based accounting, tax and business consulting firm.
Philip Baker
Co-Managing Partner, Bethesda Office of Citrin Cooperman
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About Citrin Cooperman: Citrin Cooperman is a US-based accounting, tax and business consulting firm.
Bart Mallon
Co-Managing Partner of Cole-Frieman & Mallon
Mallon is a Co-Managing Partner and co-founder of Cole-Frieman & Mallon LLP, a boutique law firm focused on the investment management industry. The firm provides comprehensive legal support to investment managers and the practice supports both emerging and well established managers. Mr. Mallon’s practice is focused on the legal, regulatory and compliance aspects of launching pooled investment vehicles domestically and offshore. He also works with established managers on all aspects of their business including counterparty documentation, investor matters, employment and routine business matters. Many firm clients are focused on non-traditional strategies including investment in the cannabis sector, use of AI in a trading strategy and investment into cryptocurrency and other digital assets. In addition to regular speaking engagements, Mr. Mallon also created and maintains the prominent industry legal blog – Hedge Fund Law Blog. Mr. Mallon has a BA from the University of Washington and a JD from Emory University School of Law and lives in San Francisco.
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About Cole-Frieman & Mallon, Flying Cloud Securities: Cole-Frieman & Mallon is a boutique firm serving corporations and individuals in financial services matters.
Pradeep Bakshi
Managing Partner of ContinuumGlobal
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About ContinuumGlobal, Trantor INC: Digital Marketing ▪ Data & Technology Solutions ▪ Strategic & Outsourcing Services
Bryan Neuberg
Managing Partner, Executive Coach of Neuberg, Gore & Associates
Once a professional activist and a coach at Google, Bryan Neuberg is now a Managing Partner at Neuberg, Gore & Associates which is an executive coaching firm that helps startup entrepreneurs become the executives needed to scale their companies. NGA is one of the few executive coaching firms that solely help startup CEOs and their leadership teams scale their companies. Clients have included: Harry’s, Sprig, Earnest, Spredfast, Teespring, Apteligent, Maker Studios, SOLS (3D Printing), Orbital Insight (satellites)… Their team members collective experience include coaching within dozens of startups, the Fortune 500, the US Military, NASA, and even Burning Man. Their partners support the next generation of business leaders through one-on-one and team coaching programs.
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About Neuberg, Gore & Associates: We help startups develop the next generation of leaders
Mike Costache
Managing Partner of KrowdMentor
Mike never liked being put in a box so he spent the last 20 years as an entrepreneur, investment banker, author, professor, motivational speaker, angel investor and fundraiser for various charities. Currently, Mike serves as founding CEO of Krowd Mentor (crowdfunding), Chargeback Armor (credit card chargeback re-presentment & analytics platform) and TimeWare Solutions (smart home & office automation). Since 2011, Mike is a member of Tech Coast Angels (TCA), a network of 300 angel investors who have invested $175 million in 300 deals and raised over $1.5 billion from VCs. From 2006 to 2011, Mike was the President of Leo & Leo, which represented brands such as Maserati, Segway, NetJets, PrivatSea, Sunseeker Yachts, NetSuite, Marsh, Orgil Greenhouses, Miss Universe, and Rockstar Energy Drink. Total sales amounted to €60 million. From 2000 to 2006, Mike served as founding CEO of Pioneer TeleCare, an e-commerce firm with total revenues of $4 million. From 1998 to 2003, Mike was an Associate at WestPark Capital, The Interlink Group, Millennium Capital Partners. Mike holds a degree in Economics (1999) from Pepperdine University (Malibu, California), a Certificate in Negotiations, Arbitration, and Mediation (2003) from Pepperdine’s School of Law and has completed the Program on Negotiations for Senior Executives (2008) at Harvard. From 2003 to 2016, Mike served on the Board of Directors for Blue Heron Foundation where he helped raise $1.8 million for college and high school scholarships for 3,000 Romanian and Moldovan orphan and abandoned teenagers. Since early 2016, Mike serves on the Board of Directors for Make-A-Wish Foundation Romania. Born in Romania in 1977, Mike migrated to Israel in 1988 and in 1992 to the United States. Mike is fluent in English, Hebrew, Romanian and has basic knowledge of French. Mike was in USA Today, Wall Street Journal, Inc., Entrepreneur, CCTV, Business Week, Men’s Health, Top Gear and numerous other media outlets.
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About d10e, KrowdMentor: KrowdMentor is a strategic blockchain and cryptocurrency advisory firm.
Peter Bryant
Managing Partner of Clareo Partners
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About Clareo Partners: Clareo Partners help leaders adapt their businesses and create new ways to grow in rapidly changing markets.
Robert Wolcott
Managing Partner of Clareo Partners
Dr. Robert Wolcott is Co-Founder and Executive Director of the Kellogg Innovation Network (KIN), a Clinical Professor of Innovation and Entrepreneurship at the Kellogg School of Management, Northwestern University, and formerly a visiting professor at the Keio Business School (Japan). Wolcott won Teacher of the Year from Kellogg’s EMBA program in 2013, 2014 and 2015. He has served on the advisory boards of Nordic Innovation for the Nordic Council, Oslo, Norway; the Kraft Foods Global Technology Council (GTC); and GE’s Innovation Accelerator. Wolcott is also a managing partner with Clareo, a growth strategy consultancy serving senior executives at global corporations such as Exelon, Castrol, Johnson Controls, Owens Corning and others. His book with Dr. Michael Lippitz, Grow From Within: Mastering Corporate Entrepreneurship and Innovation (McGraw-Hill, 2010) shares a decade of research and has been published in Chinese and Japanese. Wolcott’s work has appeared in MIT Sloan Management Review, Harvard Business Review, strategy+business, The Wall Street Journal, Advertising Age, Business Week, The Financial Times (European Edition), The New York Times and numerous overseas publications. He is a frequent speaker at events worldwide. In 2003, Rob founded the Kellogg Innovation Network (KIN), a network of senior executives dedicated to driving sustainable innovation. The KIN’s annual summit, KIN Global, takes place in late spring and includes leaders from around the world who collaborate around issues of significance for their organizations and for humanity. Wolcott is also an active angel investor in enterprises such as crowdfunding leader Indiegogo, student loan innovator Lumni, legal documentation platform Page Vault, and healthcare data and analytics providers SA Ignite and ClearCare Online. Dr. Wolcott holds a BA in European and Chinese History, as well as an MS and PhD in Industrial Engineering & Management Sciences from Northwestern University.
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About Abroad, Clareo Partners, Forbes, Kellogg School of Management, TWIN Global: Clareo Partners help leaders adapt their businesses and create new ways to grow in rapidly changing markets.
Scott Bowman
Managing Partner of Clareo Partners
Scott Bowman brings more than 20 years of consulting and operational leadership experience in sales and marketing, business development, strategic planning, and corporate development (M&A, licensing and partnerships). He has built several businesses and advised companies – from startups to Fortune 1000 firms – in the technology, business services, resources, durables, consumer products, for-profit education and non-profit industries. At Clareo, Scott co-leads Clareo’s Corporate Venturing practice area, which is focused on driving innovation, growth and new business creation through partnering with startups & emerging businesses. He has also applied the principles of entrepreneurship and business innovation across a range of contexts – including: – Establishing corporate entrepreneurship, venturing & VC programs in corporate & public-sector context – New business design and launch for a private, for-profit education business – Business model innovation for a global nutrition firm moving from products to services & solutions – IP licensing strategy for a technology startup pioneering the wireless power industry – Driving growth through new ecosystem partnering models for a leading personal hygiene company – Investing in & advising startup businesses through Clareo Capital – Clareo’s angel investment arm Prior to Clareo, he led a $50 million business unit for X-Rite Inc., and co-led merger integration planning for the $280M merger with GretagMacbeth, a Swiss company X-Rite acquired in 2006. He has also held multiple leadership positions with Siebel Systems (now Oracle Corp.) overseeing teams responsible for Alliance Business Development, Global Channel Operations, Product Management and WW Sales Operations. From 1999–2001, he helped design, launch and run a startup within the business that grew from $0 to $70M in 18 months. Scott earned his MBA from the Kellogg School of Management at Northwestern University. Outside of his work at Clareo, Scott is on the Board of Trustees for Ada Christian School, and on the Board of Advisors for Partners in Compassionate Care, which built a hospital in South Sudan in 2008 and continues to provide support there. He is also active in mentoring and training entrepreneurs in developing countries and has traveled to Kyrgyzstan to provide strategic planning assistance for emerging businesses in the region.
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About Clareo Partners, The NOURISH Movement, TWIN Global: Clareo Partners help leaders adapt their businesses and create new ways to grow in rapidly changing markets.
Allan Platt
Managing Partner & co-founder of Clareo Partners
Allan Platt is a Managing Partner and Chief Operating Officer at Clareo, where he guides the firm’s strategy and operations. Allan has led the creation of new businesses, both at start-ups and at established companies. Prior to Clareo, Allan served as Chief Financial Officer at ExtendMedia, where he helped the interactive media company navigate the technology sector crisis in 2000. Allan was deeply engaged with the privatization of the telecommunications sector in Europe and the consolidation of the cable industry in the United States while working at Salomon Brothers and Bank of America. Allan started his professional services career at Accenture, where he designed and implemented electronic trading systems for a leading asset management company and he created economic models of global debit and credit card payment systems. Allan earned a BSc in Industrial Engineering and an MBA from Stanford University. He currently leads seminars on corporate responsibility and management of social enterprises at Northwestern University. He also serves as Vice Chairman of the Anacostia Watershed Society, where he is helping the organization restore and protect the Anacostia River in Washington, DC.
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About Clareo Partners: Clareo Partners help leaders adapt their businesses and create new ways to grow in rapidly changing markets.
Bobbie Dressen
Managing Partner of WhiteRock
Roberta Bobbie Dressen has over 25 years of experience in the healthcare industry. She is the managing partner of WhiteRock, a Minneapolis based consulting practice focused on achieving sustainable and creative growth for clients in the healthcare industry. A former VP of Medtronic, she has helped many organizations develop strategies and businesses to improve healthcare quality, access and affordability. Bobbie is also an Operating Partner at LFE Capital and has served in Senior Executive roles at United Health Group, Allina and Shriners Hospital’s for Children
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About LFE Capital, WhiteRock: Innovation think tank and advisory services firm focused on healthcare access, quality and cost effectiveness.
Matthew Ray
Founder & Managing Partner of Portage Point Partners
Matthew Ray is the Founder and Managing Partner of Portage Point Partners where he has served as Chief Restructuring Officer, Chief Executive Officer, Lead Independent Director, Restructuring Committee Chairman and Strategic Advisor leading organizational, operational, financial and strategic transformations for middle market companies. Prior to founding Portage Point, Matt Co-Founded Victory Park Capital where he was a Senior Partner and one of three founding members responsible for multi-billion dollar asset growth comprising a diversified fund offering. Previously, he was a Senior Analyst at Magnetar Capital and started his career in corporate and investment banking. Matt has served on 13 Boards of Directors and currently serves as a director of Ascent Aviation Services. He received a Bachelor of Science in Finance from the Kelley School of Business at Indiana University.
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About Portage Point Partners: Portage Point is an interim management, advisory and investment firm.
Joseph Studholme
Managing Partner of Hydronos Labs
Successful serial entrepreneur based in Princeton, NJ. Skilled in creating, guiding, growing and harvesting software and data companies in fintech, insuretech, health data, and university spinoff sectors. World champion ultimate player (retired) for USA (WFDF Japan, 1992) Serving as Executive in Residence (XIR) for Princeton University. Currently: • Managing Partner, Union Atlantic Ventures LLC • Cofounder, Chairman of Lambent Data Inc, software and data analytics for early childhood development and behavioral health. • Founder and Managing Partner of PIRXA, a Princeton health care data analytics and services company working with researchers and health care organizations to use patient data to improve the accuracy of prescription of scheduled medications including opioid drugs. • Managing Partner of Fallingwater Partners LLC, a specialty real estate development firm. • Married to Anne Holloway Studholme ’84; three children (Betsy, Joey, William).
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About Hydronos Labs: Applied Hydrology and Climate Data software and services
Vidak Radonjic
Founder – Managing Partner of Beryl Consulting Group
VIDAK RADONJIC is the CEO of The Beryl Consulting Group. He is an investment executive who thrives in entrepreneurial environments that value teamwork, creativity, independent thought and leadership. In the late 1990s, after working for some of the world’s largest investment banks including UBS and Morgan Stanley, he founded a fintech company that provides analytics to the hedge fund industry. In 2004, he founded The Beryl Consulting Group, an investments consulting firm, that advises mainly family offices on their allocations in alternative investments. Mr. Radonjic has a unique blend of expertise across alternative and traditional asset classes and served as a member of the investment committee team at firms. He has developed an in-depth expertise in launching alternative asset management businesses and has invested in long/short equities, event driven, credit, emerging markets, and global macro strategies. He possesses a strong ability to develop sophisticated and compelling investment strategies and has performed due diligence on over thousand managers across the U.S./Europe/Asia resulting in over a billion dollar allocations since 2002. He is an expert guest speaker on global markets and geopolitics on CCTV (中央电视台), Bloomberg TV and i24 News and is frequently quoted in the financial press. Mr. Radonjic holds dual Masters degrees from Columbia University, School of International & Public Affairs, and Lubin School of Business, Pace University.
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About Beryl Consulting Group: Beryl Consulting Group provides hedge funds, PE/VC advisory to family offices and institutions.
Ken Londoner
Managing Partner of Endicott Management Partners
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About BioSig Technologies, Chat &, Inc., Endicott Management Partners: Endicott Management was founded to help emerging growth companies in their corporate development.
Thomas Thatcher
Managing Partner of BoomStartup
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About BoomStartup: BoomStartup is a Utah-based accelerator that provides seed funding and mentorship to tech entrepreneurs.
Shaun Cunningham
Managing Partner of BoomStartup
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About BoomStartup: BoomStartup is a Utah-based accelerator that provides seed funding and mentorship to tech entrepreneurs.
Steve Curtis
Managing Partner, EdTech of BoomStartup
Entrepreneur and education technology leader. Current Partner / Investor / Mentor in BoomStartup, the 12th ranked startup accelerator in the US. Former Executive leader of strategy and innovation for K12 Technology arm of the worlds largest education publishing business. Co-founder and CEO of leading data integration solution provider in the education market. Founder and CEO of successful e-learning company focused on Learning Management solutions. Over two decades of experience increasing the efficiency and effectiveness of teaching and learning by designing, building, and supporting successful technology products for education. Steve is an active angel investor and serves on the board of directors for several technology companies and non-profit associations. Specialties: Startup Accelerators, Lean Startup, Technology Visionary, Strategy, Business Development, Startup Management, Mergers & Acquisitions, Partnerships, Divestiture, Learning Management Systems (LMS), Schools Interoperability Framework (SIF), Education Data Management Systems, Longitudinal Data Systems, Instructional Improvement Systems (IIS).
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About BoomStartup: BoomStartup is a Utah-based accelerator that provides seed funding and mentorship to tech entrepreneurs.
Vinod K. Dham
Founder and Executive Managing Partner of Indo-US Venture Partners
As a pioneer in the technology industry, Vinod (Vin) Dham is the acknowledged “Father of the Pentium” microprocessor. He successfully executed on his previous fund, NewPath Ventures, and is building NEA-IndoUS Ventures on similar principles. Prior to NewPath Ventures, Vinod was the Chairman, President and Chief Executive Officer of Silicon Spice Inc., which was acquired by Broadcom Corporation. Vin spent 16 years of his career at Intel Corporation where he held the position of Vice President and General Manager of the Microprocessor Products group. After Intel, Vin joined microprocessor start up “NexGen”, as its Chief Operating Officer. At NexGen Vin was instrumental in redefining Nexgen’s processor direction, and engineering the merger with Advanced Micro Devices (AMD). At AMD Vin became the Group Vice President, and oversaw the launch of K6 the world’s fastest windows processor at that time. In 1993, Vin was named as one of the top 25 executives in the computer industry in America. In 1999, he was named as one of the top 100 most influential Asian Americans of the decade. In 2000, Vin was appointed to serve on the US President’s Advisory Commission on Asian Americans and Pacific Islanders. Currently he serves on the Boards of Satyam, Sasken, Hellosoft, InSilica, Minekey, Nevis, Telsima and Montalvo. Vin has co-authored numerous technical papers and patents. Vin has a Bachelor’s and Master’s Degree in Electrical Engineering.
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About AcadGild, AlphaICs, Indo-US Venture Partners: IndoUS Venture Partners provides funding to new and growing Indian businesses.
Obi Ugochuku
Managing Partner of GCA Capital Partners
Obi Ugochuku is Director, Product Development and Data Management at Applied Logic. He is a technology consultant through Applied Logic (owner of broadstreetlagos.com). Leading the strategic partnership with Refinitiv (the former Finance & Risk arm of Thomson Reuters), He is a financial and public sector consultant through GCA Capital Partners supporting World bank and DfID. He is a Capital Market Development Consultant supporting the issuance of the first sovereign green bond out of Africa. He also provides advisory support to DfID, World Bank, CBN, PEAC-NISER, etc
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About Applied Logic US Inc., GCA Capital Partners, Naspers: GCA Capital Partners Ltd is a investment and advisory company
Anastasio Scalisi
Founder & Managing Partner of InnovaTech Partners
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About InnovaTech Partners: InnovaTech Partners is an advisory and management consulting company that provides technology scouting and selection services.
Jim Lacey
Co-Founder Crunchies & Managing Partner of Healthy Ventures LLC
Based in Westlake Village, James (Jim) Lacey is an entrepreneur, investment manager, and business development specialist. He has had a long and successful career as an expert in all aspects of the consumer goods industry, especially snack foods and nutritional supplements. He has worked with several prominent domestic and international corporations, applying his skill in sales, marketing, and manufacturing and transforming existing brands into market leaders. Jim has also had many years of experience founding his own companies as an entrepreneur, working as a business consultant and as a leading snack food producer. James Lacey’s Crunchies, and now Berry Sleepy can account for much of his professional success. Jim Lacey’s Crunchies Food Company brand has been his biggest achievement. The Westlake Village, California-based company rose from humble origins to become an industry dominator under his expert leadership. Crunchies began as a small office-based operation in 2005. By 2014, the company was the top freeze-dried snack food business in the world, according to Nielson Research. They had gained distribution into many channels such as mass convenience, drug stores, club stores, natural food stores, the military, natural distributors, and independent natural food stores. Crunchies expanded its product offerings to 32 different fruit and vegetable snacks and operated a 17,000 square foot manufacturing and distribution center in California. Among his many roles as the company’s president and CEO, James oversaw daily operations and developed sales and marketing strategies to increase revenue. With the experience he gained at other international snack food and nutritional companies, he was able to handle contract negotiations, vendor sourcing, and licensing/trademark coordination. He eventually sold the company in 2015. James Lacey, Westlake Village entrepreneur and successful business leader, received his education at California Polytechnic University in the city of San Luis Obispo. He earned a Bachelor’s degree at the University in 1981. In his schoolwork, he focused on business administration, with a concentration in marketing. This education helped prepare him for the daily challenges he would face throughout his career. After finishing his undergraduate degree, he worked as a district supervisor for SmithKline Beecham, overseeing sales and accounts for the company’s Southern California territory. In 1986, he joined the team of Nestle, S.A. as the company’s western regional manager. Here, he managed a team of 66 sales managers and was instrumental in breathing new life into the firm’s sales and marketing operations, which were worth $71 million. He quickly earned a reputation as a consumer goods industry expert, able to streamline manufacturing operations and expand market penetration with innovative sales and marketing strategies. James Lacey spent several years at companies specializing in sports nutrition, particularly Power Bar, Weider Nutrition International, and Everlast Nutritional Products. At each of these companies, Jim’s experience and leadership worked to transform operations. At Weider, Mr. Lacey was tapped to drive growth for the company. He managed a large team of sales and marketing associates, implementing sales and promotion initiatives for the company’s nutrition business units like Tiger’s Milk and Schiff Natural Vitamin Line. At Power Bar, he took over the company’s sales operations as the Vice President of sales. Here, he helped build the sales operations to a $104 million organization by targeting new market niches such as the military, club business, mass convenience, and foodservice sectors. Today, his company Healthy Ventures, LLC works as international natural food “think tank”, helping other companies develop new products, revitalize existing product lines, and developing sales initiatives. Jim’s natural leadership abilities and his vast industry knowledge are ideal skills for consulting with companies across the globe as they expand operations.
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About Berry Sleepy & Awake, Healthy Ventures LLC: Providing turnkey consumer package good brand consulting.
Jerome Levy
Founder and Managing Partner of MESA
Founder and Managing Partner at MESA, where Jerome has spearheaded an array of investment banking, strategy and valuation engagements for companies throughout the media space. Compass Partners, a leading M&A advisory boutique, where he worked on structuring transactions between financial institutions and clients including EMI and McGraw-Hill. Business Development at Canal Plus, a division of Vivendi Universal, responsible for managing acquisitions in the fields of video, music publishing and production. Began career at Goldman Sachs International in London, where he worked on privatizations and M&A transactions. Jerome serves as a Director of the International Academy of Television Arts & Sciences. M.B.A. from The Wharton School of Business; B.A. from Northwestern University.
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About MESA: MESA is a leading boutique merchant bank focused exclusively on media and entertainment industry transactions.
Christian A. Hendricks
Managing Partner of Extol Digital
Chris Hendricks is is Managing Partner at Extol Digital. He is also President at the Local Media Consortium. Prior to his current roles, Hendricks served in a number of corporate vice-president roles at McClatchy (NYSE:MNI) responsible for digital, audience, product, marketing, corporate communications, innovation, and strategic initiatives. During McClatchy tenure revenue oversight responsibilities exceeded $400 million and equity investment oversight included exits totaling more than $3.5 billion.
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About Extol Digital: Management consultancy firm serving the media and related businesses ecosystem.
Mark Williams
Managing Partner of On Tap Consulting
Mark Williams is a Sales executive, an advisor and an investor with a proven track record of building strong revenue streams globally for early and mid-stage venture-backed CE manufacturers, including Pure Digital Technologies / Flip Video (acquired by Cisco), Family Wonder (acquired by SEGA), Kobo (acquired by Rakuten), and Anki ($105M raised from Andreessen Horowitz, Index Ventures, J.P. Morgan, and Two Sigma).
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About On Tap Consulting: On Tap Consulting
Harlan Milkove
Managing Partner of Foundational
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About Foundational, Founder Institute, Quake Capital Partners, Techstars, Wilshire Phoenix: Foundational expedites the pursuit of early-stage venture capital with VC market intelligence.
Veronica Biggins
Managing Director & Managing Partner of Diversified Search
J. Veronica Biggins is a managing director of Diversified Search and heads the Board practice. She is also an active member of the Financial Services Industry and Education/Not-for-Profit practices. She was previously a managing partner with Hodge Partners, and prior to that, with Heidrick & Struggles. Prior to joining Heidrick & Struggles, She served as an assistant to the president of the United States and director of presidential personnel from 1994 to 1995. In this role, she worked directly with the president on appointments at all levels of the administration, including the placement of agency heads, ambassadors, and members of presidential boards and commissions. J. Veronica Biggins also served as vice chairwoman of the United States delegation to the United Nations Fourth World Conference on Women, held in Beijing, China. She continues to serve as chairwoman of the Czech Slovak American Enterprise Fund. Prior to her service with the president of the United States, She spent 20 years with NationsBank (now Bank of America) and its predecessor, the Citizen and Southern Bank. She began her work at the bank as a management trainee and was promoted to executive vice president and director of human resources. She then became executive vice president for corporate community relations and was responsible for the NationsBank Foundation. J. Veronica Biggins is a member of the boards of directors for Southwest Airlines and ZEP, Inc. She hold a master’s degree from Georgia State University and a bachelor’s degree from Spelman College. She is a member of the International Business Fellows. As a member of Avnet’s board of directors, J. Veronica Biggins chairs the Corporate Governance Committee and serves on the Compensation Committee.
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About Diversified Search: Diversified Search, They employ a highly collaborative approach to each search assignment.
Stephen Malherbe
Managing Partner of Enfusion
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About Enfusion: Enfusion is a provider of a cloud-based portfolio management and risk system, as well as middle and back office services.
Jonscott Turco
Managing Partner of Elevare Partners, LLC
Jonscott Turco is the Principal Consultant at Jonscott Turco.
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About Elevare Partners, LLC, Jasper Project, Jonscott Turco, Manhattan College, Manhattan College, SoulSpark: Global management, leadership, and cultural strategy consulting firm
Sanjeev Jain
founder and Managing Partner of Tasacom Technologies
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About Tasacom Technologies: Tasacom Technologies specializes in addressing complex mission-critical IT issues, initiatives,and objectives.
Bradley Kirkland
Founding & Managing Partner of Castlefield Group
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About Castlefield Group, OHUB, Stone Soup Technology: Castlefield Group helps businesses with services like strategic acquisitions, fundraising, acquisitions, investments & consulting.
Andrei Perumal
Managing Partner of Wilson Perumal & Company
Andrei is an advisor to senior leaders in both industry and government and an innovative thinker on complexity, strategy, and operations. He has deep business and technical expertise across a variety of disciplines, and draws from his broad base of experience to help clients solve their most critical strategic and operational issues. He is a co-founder of Wilson Perumal & Company and co-author of Waging War on Complexity Costs (McGraw-Hill). After graduating with his engineering degree from MIT, Andrei excelled in the US Navy’s Nuclear Power Program. There he learned the fundamentals of managing and eliminating risk in complex systems. Following the Navy, Andrei worked at Beal Aerospace Technologies—an ambitious private rocket venture under Texas billionaire Andy Beal—where he oversaw the successful design, construction and operation of a propellant grade hydrogen peroxide concentration plant. He was also a Director of Strategic Operations for Beal Bank, one of the most profitable banks in the nation. Additional operations, leadership, and client experience comes from time at Bain Consulting and the George Group.
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About Wilson Perumal & Company: Wilson Perumal & Company is re-inventing management consulting for the real needs of companies today.
Stephen Wilson
Managing Partner of Wilson Perumal & Company
Stephen is Managing Partner and co-founder of Wilson Perumal & Company. His new book, Growth in the Age of Complexity, will be published later in 2017. Stephen works with senior leadership teams in corporations and private equity, advising them on critical strategy and operations issues. Stephen has written extensively on the topics of growth strategy, cost-competitiveness, organizational development and in particular, on the issue of competing in today’s complex world. He is co-author of Waging War on Complexity Costs (McGraw-Hill, 2009). At WP&C, Stephen works closely with CEOs, COOs and other corporate leaders around the issues of optimizing the portfolio and customer offerings, simplifying and aligning a company’s operating model, and developing growth strategies that achieve scale and profitability. He works across industries, and has particular depth in Consumer Goods, Industrial Goods, Manufacturing & Retail. Stephen began his consulting career with Marakon Associates, a strategy consultancy, then spent six years with George Group Consulting, joining as a Senior Consultant and rising to election as Principal, as part of the Global Leadership Team. He was a founding member of its Operations Strategy practice, led the development of the European business and was leader of George Group’s intellectual capital initiatives. Upon the acquisition of George Group by Accenture, Stephen became Partner. He left to found Wilson Perumal & Company, Inc. Stephen is a contributor to journals such as Chief Executive magazine, CNBC.com and Investors Business Daily. He holds an MBA from The Wharton School in Finance and Strategic Management and resides in Dallas.
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About Wilson Perumal & Company: Wilson Perumal & Company is re-inventing management consulting for the real needs of companies today.
Robert Bensh
Senior Managing Partner of Pelicourt, LLC
Robert Bensh has more than 25 years of experience in the Oil, Energy, and Finance sectors. He helps develop the oil and gas portions of various businesses through strategic partnerships in order to grow their industry standings. Robert has worked with partners from Australia, England, and South America, and has developed a particular interest in the Ukrainian market.
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About Pelicourt, LLC, Rose Petroleum: Oil, Energy, Consulting
Nick Fischer
Managing Partner of Cadilus
Nick Fischer is the Managing Partner at Cadilus.
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About Cadilus: Cadilus is a technology-enabled managed service and consulting firm.
David Mejias
Managing Partner of Mejias, Milgrim & Alvarado, P.C
Dave Mejias is a Long Island attorney specializing in family law and divorce. He is a managing partner at Mejias, Milgrim & Alvarado where he has practiced law for 18 years. Mejias currently serves as the Chairman of the Long Island Hispanic Bar Foundation. He has previously served as President of the Long Island Hispanic Bar Association and in the Nassau County Legislature from 2004 to 2009. Dave Mejias is a graduate of The University at Albany School of Business and Fordham University School of Law.
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About Mejias, Milgrim & Alvarado, P.C: Long Island Family Law Firm & Divorce Attorneys
Hadi Yashruti
Managing Partner of Sixred
Hadi Yashruti has more than 30 years of leadership in the high-tech industry where he has held a variety of positions spanning sales, consulting and program management. He has been at the forefront of technology and cloud computing since its inception. During a 7 year tenure at NetSuite, he held multiple positions within its Professional Services Organization that spanned solution design, implementation and program leadership. He led the effort at NetSuite to launch “NetSuite One”, NetSuite’s own implementation methodology and set of best practices for cloud deployments. Mr. Yashruti is a seasoned executive with extensive experience in emerging markets and the Middle East. His hands on experience with global challenges helps drive solutions that meet and deliver on expectations. He holds B.S. in Finance and an M.S. in International Economics from Syracuse University.
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About Navigant Solutions, Sixred: Sixred is a software consultancy specializing in the delivery of cloud-based business solutions.
Steven Parker
Managing Partner of Sixred
With a successful career in developing and providing technology solutions to high growth technology sectors, Steven leads the Sales, Marketing and Customer Engagement division at Sixred. Steven’s mantra is to drive customer success as he believes that this is the core foundation of an effective business organization. Steven applies SaaS, solution selling and CRM expertise in delivering real-time, global data analysis to drive business solutions to proactively streamline operations across ERP, CRM, business intelligence and e-commerce initiatives.
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About Crowe LLP, Sixred: Sixred is a software consultancy specializing in the delivery of cloud-based business solutions.
Louis Selincourt
Managing Partner of Better Faster Further
Louis is the former COO of the office of the CTO at Zynga. With over 30 years in the tech sector, leading teams at companies like Oracle and NetApp, Louis innately understands the importance of execution in technology platforms.
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About Better Faster Further: Strategic Consulting and Executive Coaching.
Peter Hutto
Managing Partner of Three Things Consulting
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About Three Things Consulting: Three Things Consulting
