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Founder / Chief Investment Officer - Performed investment management for individuals and investment advisors. - Maximized ROI for $35M in sub-advised assets by conducting investment analysis, trading, quarterly rebalancing, and ensuring compliance. - Created ESG-focused equity and bond portfolios. - Traded assets for 2 RIA firms concurrently and meticulously. - Steered a sub-advised firm thro... Read more

Michael is a Principal at Lewis & Clark Ventures, a US-based early-stage tech fund focused on investing in B2B SaaS companies. Prior to joining Lewis & Clark Ventures, Michael worked at Five Elms Capital, a B2B SaaS-focused growth equity firm. He previously spent time with a lower middle market private equity firm and began his career in investment banking.

Highly influential finance executive, with extensive experience in modelling, reporting, and raising capital. Public speaking and executive presentations experience, having spoken at TEDx twice and delivered over 100 presentations to executives around the world. Experience working in different parts of the world with teams from all over the world. Have led diverse teams and established bes... Read more

My career spans over 25 years in the valuation and banking industry. During that time, I have mentored over 100 people in various areas of business, banking, and real estate. Helping people grow is a passion of mine, as I also am a foster parent. If you are looking for guidance on how to decide on which career path to choose and what it takes to get there, I am a great resource. One of my bigg... Read more

3 years of experience in banking including Leveraged Finance, Credit Underwriting, and Loan Structuring & Syndications. Additional 1 year of experience working for a Tech Start-Up doing Corporate Strategy.

I’m an experienced capital markets marketer/ originator with 10 years experience in derivatives sales and trading. I received the CFA Charter in 2018 and my MBA from NYU Stern School of Business in 2023. I have worked for various financial institutions throughout my career, including JP Morgan, TD Securities, and currently Webster Financial Corporation. After working at JP Morgan in their deriva... Read more

In the past eight years of my working career, I have learned the art of sales, built my own clientele in two different industries, led two different teams (ranging from 5-40 directs) and managed the administrative, operational and organizational aspects of multiple executives. I started out at Tom James (Louisville, Kentucky) as a Professional Clothier / Salesman where I built my own Clientele... Read more

Mayuran is an Engagement Manager who excels in supporting clients in transformation their organization in order to scale efficiency. Mayuran has helped numerous clients through understanding their current issues, developing a business case/target state operating model and helping them with the implementation of their goals. Prior to his time in consulting, he started my career in audit whe... Read more

Driven and experienced Capital Markets Advisor with over 17+ years of experience in Investment Banking and Capital Markets Advisory. I have been advising a broad range of Financial Institutions and Corporates from global and/or national champions to small, niche players, on Capital Management and Financing Strategies. In my successive positions I had the chance to successfully led several comp... Read more

As a seasoned commercial and real estate finance professional with over a decade of industry experience, I have a proven track record of success identifying and executing complex real estate transactions. With a strong background in financial modeling, asset management, construction and capital structuring, I excel at guiding clients through the complex process of of acquiring, leasing, managing a... Read more

Finance Professional with significant experience in capital markets, investment banking, asset & wealth management sectors covering product and risk control, project management, business analysis, operational risk, operational resilience, target operating model design and implementation. Extensive experience of business and regulatory change (e.g., MiFID II, Basle III, EMIR, ILAS, MAD/MAR, AML, SF... Read more

Chief Risk Officer at Altana Wealth, a multi-award winning hedge fund based in London. Began my career in Technology Consulting at EY, and am now in the Asset Management industry having worked in multiple different roles. I've been mentoring for over 8 years now, having worked with mentees from all different backgrounds and skillsets, helping them navigate through their careers and helping them la... Read more