INVESTMENT BANKING AND CAPITAL MARKETS LEVERAGING TECHNOLOGY AND GLOBAL RELATIONSHIPS

Mr. Sumner has led in executive roles as the CFO and COO for mid-market public and private companies, CEO for family offices and as financial director an insurance fund. His experience is focused in data-driven marketing, healthcare technology, logistics, real estate, maritime and software enabled services in educational technology. Mr. Sumner has worked on both the buy and sell-side, and was recently the CFO at PE owned Callison, LLC, exiting to a $3.5B public European company. In his family offices roles, he helped manage the strategic sale of the founding families’ interest in a $2B NYSE company. Mr. Sumner is a CPA and holds a Master in Professional Accounting degree from the University of Texas at Austin, McCombs School of Business and a BBA from the University of Georgia. He holds FINRA licenses for the SIE, Series 63 and 79 licenses.

Mr. Quigley is the CEO & Founder of Safeharbor Distribution, focusing on mutual fund sales and marketing. Mr. Quigley served as Regional Director with Multi-Funds where he was part of a team raising over $5B in new assets for a handful of funds. Mr. Quigley has over 20 years of experience in financial services. He began his career at Merrill Lynch and Smith Barney. Mr. Quigley studied marketing at West Chester University and St. Joseph University.

Mr. Jardeleza started his career in finance in 1998. Prior to joining the firm, Alan was a Senior Portfolio Advisor in the Palm Beach Island office of Merrill Lynch for 7 years. Before joining Merrill Lynch in 2012, Alan worked as a consultant for Franklin Templeton Investments for 6 years and traded equities on the Chicago Board of Options preceding that. In addition to world travel, Alan is a competitive tennis player and loves activities on the water in his spare time. Mr. Jardeleza is a proud graduate of the University of Florida, and holds FINRA licenses for the SIE, Series 6, 7, 31, 63 and 65.

Ms. Billings-Nguyen is a CEO & Founder, Impact Investor and Venture Partner. She facilitates global relationships bridging family offices in the U.S., Middle East and Europe to the most unique and compelling direct co-investment, joint venture and emerging fund opportunities in the United States. Her career began as an early hire at Xero, which became a $5.7 billion unicorn after it’s IPO. Thereafter, she became a Partner at Big Idea Ventures, a new early-stage venture fund addressing critical health, environmental and food security concerns. Ms. Billings-Nguyen is currently a Managing Director at Helena Capital Partners, an Impact Advisory, the Founder & CEO of Odessa Brand House, a mission-driven brand consultancy, Venture Partner for Social Impact Capital and an Advisor to Spero Foods.

Mr. Kulak has over 25 years of experience in investment banking, brokerage, and investing. Mr. Kulak spent much of his career working at J.P. Morgan specializing in debt and equity capital markets. Following J.P.Morgan, Mr. Kulak led private placement and private origination teams at UBS and worked in equity capital markets at Houlihan Lokey. Mr. Kulak specializes in issuer coverage, investor coverage, and transaction structuring. Mr. Kulak has a Bachelor of Science in Mechanical Engineering from the University of Connecticut and a Masters of Business Administration from The Wharton School at The University of Pennsylvania. Mr. Kulak holds FINRA Series 7, 63,65, 24, and 79 licenses.

Mr. Sheedy has more than 25 years of experience in both financial services and corporate industry. He started his career in finance at JP Morgan working with wealthy individuals and family offices. Thereafter, he served as the CEO of an industrial holding company with operations in manufacturing, real estate, oil services, agriculture, and consumer products. He is currently a Director of ARTIS Ventures; a Tier 1 venture capital firm based in San Francisco. Mr. Sheedy graduated from the United States Naval Academy with a B.S. in Economics. After completing the Nuclear Power Program, he served as an officer on ballistic missile and attack submarines. Mr. Sheedy obtained an M.B.A. from the University of Chicago in Finance and Economics, and holds FINRA licenses for the SIE, Series 63, 65, and 82.

Mrs. Velissaris is a serial entrepreneur and venture capitalist. She is the Founding Partner of SteelSky Ventures LLC, which provides consulting and capital raising services for female-led companies. She founded her first business, Wakeboxes in 2000, which became Collegeboxes and was later acquired by Uhaul. Mrs. Velissaris started her career as a technology strategy consultant with Booz Allen Hamilton and throughout her 18-year career, has been at the forefront of marketing, strategy, and technology solutions working with companies including Samsung, Philips, Pfizer, SAP, GE, American Express, and Kraft. She is extremely passionate about developing a pipeline of diverse female entrepreneurs, and is an advisor in the Million Dollar Women program, board member of Women Who Dare and a member of Pipeline Angels, whose missions are to help female and diverse founders succeed. Mrs. Velissaris obtained a B.S. in Information Systems from Wake Forest University and an MBA from the Stern School of Business at New York University. She holds FINRA Series 7 and 63 licenses.

Ms. Lohkamp has held CEO, CFO, COO, and Board positions in high-growth Fortune 50 (Intel), emerging mid-market private companies and turnarounds. She has worked with companies across diverse industries including technology, tech-related manufacturing, professional services (architecture, engineering, and consulting), health care, and insurance. During her twelve year career at Intel Corporation, she played a key role in the acquisition of 16 companies comprising 4000+ employees across 13 countries. Ms. Lohkamp executive roles include: Managing Partner / Chief Financial and Operating Officer at NBBJ, a leading $200M global architecture and design firm named one of the world’s top 10 most innovative architecture firms by Fast Company; President & COO of Isonics Vancouver (division of a public company), a manufacturer of reclaim and test silicon wafers for the semiconductor industry; CEO of MicroGREEN Polymers, clean-tech start-up and manufacturer of the award-winning InCycle® coffee cup used by major airlines; and interim CEO of small health-care services firm. She currently serves on two corporate boards – Delta Dental of Washington, a $1.3B dental benefits company, where she is a former Chairman; Woods Bagot, a global architecture and design firm headquartered in Australia – and previously served as a director of The Kleinfelder Group, a $350M global engineering consulting firm. Ms. Lohkamp earned her MBA at UC Berkeley Haas School of Business and her BA in International Relations at Stanford University. She holds FINRA Series 63 and 79 licenses.

Mr. Lake is the founder of PPG Capital Partners. Mr. Lake leads a diverse and talented team that has worked with more than 65 wealth advisors and invested over 1 billion dollars of total capital in alternatives funds. Prior to PPB, Mr. Lake co-founded Pacer Financial, a financial services firm focused on investing in alternate investments. Before starting Pacer Financial, Mr. Lake played an integral part in the launching of the Hartford Leaders distribution enterprise in conjunction with Hartford Financial Services Group, American Funds, Massachusetts Financial Services, and Franklin Templeton. He began his career with PLANCO as a Regional Marketing Director, making his mark as a continuous sales leader in the independent broker/dealer and wire house channels. Mr. Lake received a bachelor’s from Temple University and a Master’s in Public Administration from the Fels Institute of the University of Pennsylvania. Mr. Lake holds a FINRA Series 7 and 63 licenses.

Mr. Richards’ primary focus is within the investment banking practice concentrating on sell-side M&A advisory clients. Russ’ 15 years of investment banking, venture capital, private equity, and family-office portfolio company experience includes work in the business services, financial services, insurance, technology, mineral exploration, and manufacturing sectors. Previously, Mr. Richards served as vice president for Quest Capital Corp. (N. America), associate for Afrinvest Limited (Europe & Africa), and analyst for SunTrust Robinson Humphrey (N. America). He currently serves as Chairman of the Board and Audit Committee for Northern Shield Resources, Inc. (TSXV:NRN).  Mr. Richards graduated from Duke University, and he holds FINRA Series 63 and 79 licenses.

Ms. Valcheva focuses on capital markets and investment banking for the Technology, Financial Services, Healthcare and Business Services sectors. She spent most of her career at JPMorgan in Investment Banking, Equity Capital and Derivative Markets in New York, London and Sydney. Ms. Valcheva was instrumental in developing the Equity-linked Capital Markets business of the firm and its New Markets EMEA Equity Capital Markets business. Previously, she was in Investment Banking at FBR and was involved with recapitalizing the U.S. banking sector at the height of the U.S. financial crisis. Ms. Valcheva was also on the founding team of one of the first Investment Banking Advisory and Private Equity firms in the U.S. servicing the C-suite of executive women. Ms. Valcheva advises a wide range of startups and their financial sponsors from Venture Capital and Private Equity. She has also advised U.N.D.P. institutions around the world on principal investments focused on developing the Earth’s oceans and the “blue economy” sectors. Ms. Valcheva has participated in over 100 deals worth in excess of $60B.  Ms. Valcheva holds the Global MBA of Columbia Business School and London Business School and completed, Magna Cum Laude, her triple B.A. degree in Applied Math-Economics, International Relations and Management at Brown University and Oxford University. She hold FINRA Series 7, 63 and 79 licenses.

Mr. Garber has more than 25 years of experience in the mutual fund and investment management industries. His background encompasses both the marketing and operational aspects of these sectors, as well as extensive investment banking experience in both buy-side and sell-side transactions of investment advisors, mutual fund and hedge fund back office operations groups, software companies and mutual fund groups. Previously, Mr. Garber worked for two custodial banks: IFTC in Kansas City, and Investors Bank in Boston. He also worked for American Express Financial Advisors.  Mr. Garber is a graduate of Beloit College, and holds both CFA and CFP designations, as well as FINRA Series 79 and Series 63 licenses.

Ms. Horwitz has spent much of her career providing guidance to companies in transition through growth stage to IPO/Sale. She has completed transactions as large as $24B.  She helps her clients at a strategic financial level, assisting them in securing financing, positioning for future transactions and aiding in international expansion. Ms. Horwitz has worked with companies in the gaming, telecom, mobile, enterprise software, social media, consumer packaged goods, real estate, hospitality, professional services and entertainment industries.  She has served as Advisor and/or CFO to high growth companies such as Playfab, PopCap Games, Click Wine Group and Armco leading all to successful exits.  She also led the CFO advisory practice at Arthur Andersen with clients such as Real Networks, VoiceStream, (now T-Mobile), Monet Mobile, Getty Images, WRQ/Attachmate and large family offices.  Ms. Horwitz graduated from Central Washington University with a Bachelor of Science in Accounting.  Ms. Horwitz holds FINRA Series 63 and 79 licenses.