Speakers

Please meet our past, present and future keynoters:

 

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Patrick McHenry

Past Events

Patrick McHenry is serving his fourth term in the United States Congress where he represents the citizens of North Carolina’s 10th District. Congressman McHenry’s district comprises ten counties in Western North Carolina, from the suburbs of Charlotte to the home of NASCAR in Mooresville to the Blue Ridge Mountains.

In the 112th Congress, McHenry serves as a Deputy Republican Whip, helping to manage the legislative priorities of Congressional Republicans on the House floor. Congressman McHenry is a member of the House Financial Services Committee, which deals with federal legislation related to the securities market, banking, insurance and real estate. He is also a member of the House Committee on Oversight and Government Reform, where he serves as Chairman of the Subcommittee on TARP, Financial Services and Bailouts of Public and Private Programs.?As a Subcommittee Chairman, Congressman McHenry is at the heart of the Oversight and Government Reform Committee’s effort to make the federal bureaucracy more accountable for how it spends the American people’s money. In this role, McHenry is helping to lead the Committee’s interface with the financial services industry and bring transparency, openness, and solutions for the challenges facing our financial system.

Throughout his career, Congressman McHenry has been a vocal and effective advocate for the men and women who wear the uniform of our country. He received awards from the North Carolina Chapters of the American Legion and Marine Corps League for his extensive work in bringing a veterans’ health care clinic to his district after nearly two decades of delay. The National Guard presented Patrick McHenry with the Charles Dick Medal of Merit for his exceptional service to the North Carolina National Guard.

Recognized as a leader of the conservative movement in America, Patrick McHenry is the Chairman of the House Conservatives Fund. He shares the most conservative voting record in Congress on family values issues, according to National Journal. Having never voted for a tax increase in his career, Congressman McHenry is continually recognized as a ?Hero of the Taxpayer? by Americans for Tax Reform.

Congressman McHenry is the recipient of several additional awards including: the National Association of Manufacturing’s ?Manufacturing Legislative Excellence? Award, the Small Business and Entrepreneurship Council’s ?Small Business Champion? Award, the U.S. Chamber of Commerce’s ?Spirit of Enterprise? Award, the 60 Plus Association’s ?Guardian of Seniors’ Rights? Award, the Family Research Council’s ?True Blue? Award, and Citizens Against Government Waste’s ?Taxpayer Hero? Award.

Most importantly, Congressman McHenry continues to listen to the voters of the 10th District and act as their voice in Washington. His main focus is to provide the highest level of constituent services at home in Western North Carolina.?Prior to being elected to Congress in 2004 at the age of 29, Patrick McHenry represented the 109th District in the North Carolina House of Representatives. He also served as Special Assistant to the Secretary of the U.S. Department of Labor, a post he was appointed to by President Bush. Patrick McHenry is a graduate of Ashbrook High School in Gastonia, N.C. and Belmont Abbey College, where he earned a Bachelor of Arts in History. Congressman McHenry and his wife Giulia live in his hometown of Cherryville, N.C. and worship at Saint Michael’s Church.

Congressman McHenry has appeared on Fox News, Fox Business Channel, CNN, CNBC.

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David Weild

Past Events

David Weild IV oversees Capital Markets and Institutional Acceptance at Grant Thornton, the ?Global Six’ Audit, Tax and Advisory firm. He is also Chairman and CEO of Capital Markets Advisory Partners, the firm that specializes in equity capital markets advice to issuers. He is a former Vice Chairman and executive committee member of The NASDAQ Stock Market who had line responsibility for the global listings businesses of NASDAQ.

David and co-author Ed Kim are noted for their work that was first to identify how changes in stock market structure are harming capital formation and job growth in the United States. Their studies ( Why are IPOs in the ICU?; Market structure is causing the IPO crisis ? and more; A wake up call for America ) have been cited in over 100 articles including The Economist, The Wall Street Journal, The New York Times and The Financial Times. These studies have also been cited by Congressmen, Senators and the Executive Branch of the U.S. Government, including most recently in the Interim Report of the White House’s Job Council led by Jeffrey Immelt, CEO of General Electric, and the IPO Task Force report to the U.S. Treasury led by Kate Mitchell, former Chairman of the National Venture Capital Association.

David was also a member of the NYSE and NVCA’s (National Venture Capital Association) Blue Ribbon Panel to restore liquidity in the US venture capital industry and his work was cited in the NVCA’s final report. David has testified in Congress and at the CFTC-SEC Joint Panel on Emerging Regulatory Issues.

Prior to NASDAQ, David spent 14 years at Prudential Securities in senior management roles, including President of PrudentialSecurities.com, Head of Corporate Finance, Head of Technology Investment Banking and Head of Global Equity Capital Markets. He oversaw more than 1,000 IPO’s, Follow-on offerings and convertible transactions and was an innovator in new issue systems and transaction structures.

David holds an MBA from the Stern School of Business and a BA from Wesleyan University. He studied on exchange at The Sorbonne, Ecole des Haute Etudes Commerciales and The Stockholm School of Economics. 9/11 blew out 350 plate glass windows at NASDAQ’s headquarters at Ground Zero in New York. With NASDAQ personnel working from home, David organized the authorization and implementation of hundreds of share repurchase programs that were credited by market insiders as providing needed confidence (buy orders at lower levels) to investors once the markets reopened. David is Chairman of the Board of Tuesday’s Children, the pre-eminent charity providing services to 9/11 families and first responders and has served on that board since shortly after 9/11.

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Jason Jones

Past Events

Jason Jones is the founder of HighStep Capital, an investment firm the finds and invests in innovation, with a particular focus on the impact of the Internet on business & society. HighStep Capital has two divisions, a public markets team the runs a global Internet focused long/short equity fund and a private markets team, which helps established private companies solve their cap table and liquidity needs by investing in secondary shares offered by employees, ex-employees, angel investors, and VC investors. Prior to founding HighStep, Jason worked as an Internet focused portfolio manager at J. Goldman & Co, a NYC long/short equity hedge fund. Previously, he was an Internet analyst at Goldman Sachs & Co and he was a venture capital analyst at Cambridge Associates. He has also co-founded four venture backed, web-based startups and he has consulted with Connotate Technologies and MasterCard on investment related data mining. Jason received his BS from Babson College and his MBA from the Johnson School at Cornell University.

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Michael Moe

Past Events

Michael Moe is the Co-Founder of GSV Asset Management and GSV Advisors. He has over 25 years of experience and previously co-founded and was CEO of ThinkEquity Partners, a growth focused investment bank. From Think’s inception in July 2001, the firm grew at a 50% CAGR to $70 million in revenue in 2007, reaching 180 employees. ThinkEquity was sold in March 2007 to London-based Panmure Gordon. Prior to that, Mr. Moe was Head of Global Growth Research at Merrill Lynch and before that he was Head of Growth Research and Strategy at Montgomery Securities. Mr. Moe has been named to Institutional Investor’s All American research team and has been awarded ?Best on the Street? by The Wall Street Journal. Additionally, he has been called one of the best stock pickers in the country by Business Week magazine. He has testified in front of the U.S. Congress on the subjects of education technology, the new economy and initial public offerings, and he has also appeared before the President’s Information Technology Advisory Committee.

Michael is Chief Portfolio Manager for the GSV X Fund, a long-short global macro equity hedge fund and the CEO of GSV Capital, a publicly traded closed-end fund that invests in leading VC backed private companies. He is the Co-Chair of Arizona State University’s Education Innovation Council along with the university’s president, Michael Crow. He is on the Advisory Board of Institutional Venture Partners (IVP), a member of the Board of Directors for the Center for Education Reform and on the National Leadership Council for Communities in Schools. Mr. Moe is also on the Board of Directors of Sharespost, an alternative stock market for private, emerging companies and ePals, the largest online K-12 community in the world.Mr. Moe is on the board of directors for the National Football Foundation/College Football Hall of Fame and The Churchill Club. In 2007, he published his first book, Finding the Next Starbucks: How to Identify and Invest in the Hot Stocks ofTomorrow (Penguin/PortfolioBooks,2006), which has gone through three printings and has been published in five different languages. He earned his BA in Political Science and Economics at the University of Minnesota.

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Vince Molinari

Past Events

As founder and chief executive officer of GATE Technologies, Vince Molinari has been the driving force behind GATE’s mission to create new market infrastructure that brings transparency, efficiency, and liquidity to the unstructured global alternative asset markets. He is responsible for GATE’s strategic planning and business initiatives, including corporate alliances and strategic partnerships. His vision is based on a core belief that ?actionable knowledge? drives investments, and that technology can close the gap between traditional and emerging alternative markets. Vince believes opening the private market for investment can spearhead economic growth and job creation. The company’s initiatives in Impact Investing reflect Vince’s commitment to bringing positive change through financial innovation.

Vince is also the founder of Global Access Holdings LLC, a financial media and analytics company, which identified a global trend line of illiquid securities and the potential market need for alternative asset trading platforms. Prior to Global Access Holdings, he was chairman & CEO of Burlington Capital Markets LLC, a financial services company specializing in institutional execution services and investment banking activities. In addition, he co-founded Inculab, a technology business incubator. Mr. Molinari began his career at Lehman Brothers Inc., and has also held senior positions at Janney Montgomery Scott Inc., and Ridgewood Capital Funding, LLC.

Mr.Molinari is an active speaker on issues related to capital markets and early stage companies and hasbeen invited to testifybefore theU.S. House of Representatives Committee on Financial Services, Subcommittee on Capital Markets and Government Sponsored Enterprises. In addition Vince consults Members of Congress and Senate on these issues.

Mr. Molinari has been featured on CBC Lang and O’Leary Exchange and been quoted and published in a wide range of business media including the Wall Street Journal, Forbes, Bloomberg News, Advance Trading and Securities Technology Monitor.

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Thomas Foley

Past Events

Thomas Foley is the Founder and CEO of Xpert Financial and is responsible for the company’s strategic direction and global operations. He is a frequent speaker at conferences on topics related to the private company securities marketplace.

Prior to Xpert Financial, Thomas was the Director of Business Development for Moblyng, a social mobile media and gaming company. Before joining Moblyng, he was an investment banker in the Software and Clean Tech sectors at Bay Capital Partners and Arbor Advisors. He also worked in the investment division of CB Richard Ellis and in Business Development for two Silicon Valley startups, iPlayMusic and FlipTrack.com.

Thomas has a B.A. degree in economics with a minor in philosophy from UCLA. He has held leadership board positions at Menlo School, The Olympic Club, and the BizWorld Foundation. He is currently an advisor for Language Island and The Valley Girl and, in 2009, was listed as #7 in BusinessWeek’s Top 30 Entrepreneurs Under 30 Years Old. Thomas was an All-American water polo player and, while at UCLA, helped his team to a National Championship. Thomas holds Series 24, 62, 63, and 79 securities licenses.

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Lou Kerner

Past Events

Lou Kerner is Head of Liquidnet’s Private Shares Group. Lou is the foremost Wall Street Social Media analyst and has deep expertise in facilitating transactions in private shares. He is known for coining the term ?The Second Internet? which refers to the period post the introduction of Facebook’s newsfeed, and those companies born out of the social and mobile revolutions that are best positioned to scale and generate significant shareholder value.

Lou joined Liquidnet in 2011 from Wedbush Securities where he was a Managing Director in Equity Research covering Social Media. For the prior ten years Lou was a serial entrepreneur, with previous ventures including Bolt.com, an early leader in social networking, and The .tv Corporation, which licensed the top-level domain ?.tv? from the tiny island nation of Tuvalu.

Lou spent the first seven years of his career as an equity analyst at Goldman Sachs and Merrill Lynch where he followed media companies. He is a frequent guest on CNBC and BloombergTV covering the social media and private shares ecosystem.?Lou has a BS from UCLA in Economics, and an MBA from the Stanford.

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Boaz Rahav

Past Events

Boaz Rahav is a General Partner at Greencrest Capital Management. Mr. Rahav has over 19 years of investment experience, including international finance and macroeconomics, portfolio management and new product development. Formally the Chief Economist for the Government of Israel Ministry of Finance in New York, he was later one of the first investment professionals to launch a complex of specialized index funds, which allowed investors to gain exposure to unique market segments, such as cancer-focused companies and single-country index products. Mr. Rahav was named one of the best international portfolio managers in 2001 by the New York Times, and was interviewed on popular TV shows, such as CNN fn, Fox News and the CNBC morning show. He held senior managerial positions in various Wall Street firms and currently serves as a member of the NYIT School of Management Executive Council and as a Board Member for a private equity fund. Mr. Rahav has a business degree from Tel Aviv College of Business and an MBA (Cum Laude) from the New York Institute of Technology.

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Sunny Bates

Operating at the nexus of executives, scientists, artists, creators, entrepreneurs, educators, philanthropists and visionaries worldwide, Sunny Bates provides the energy fueling countless game-changing ventures in media, technology, business, the environment and the arts. A magnet for talent, passionate about innovation, strategically savvy and adept at identifying investors, Sunny plays lead roles ranging from member of TED’s influential Brain Trust to guiding muse for crowd-sourced, creative projects funder KickStarter. She makes her home in New York City and travels the world whenever possible.

Sunny Bates operates wherever executives, scientists, artists, creators, entrepreneurs, educators, philanthropists and visionaries connect around the globe. Present at the birth of the digital revolution, In 1988 Sunny founded her executive search firm, Sunny Bates Associates, which played a pivotal role in propelling Priceline, Oxygen Media, Fast Company and MapQuest to the top ranks of category-busters.

With an encyclopedic contact list, a firm grasp of the skill-sets that start-ups require and the benchmarks they need to hit to go the distance, and a mind-meld enthusiasm for every project she takes on — Sunny is the renewable energy source fueling countless game-changing ventures in media, technology, business, the environment and the arts.

With a client list that includes Ford Models, Fidelity Investments, Sony, MTV, the National Academy of Sciences, NYU’s Interactive Telecommunications Program, Comedy Central and the Joint Chiefs of Staff, among many others, Sunny has distinguished herself in the care and feeding of pioneering creative and philanthropic efforts such as the Acumen Fund, Creative Capital and KickStarter.

A member of the Brain Trust of TED, Sunny also serves on the advisory boards of Endeavor Global, Middlebury College, Outside.in, Appify.com, Green Drink and The Loop.

Sunny is frequently invited to speak at industry conferences, sharing her expertise in building and leveraging the power of networks. Adamant advocate for CEOs, techies and creative content-providers alike, she is the author of How to Earn What You’re Worth (2003, McGraw-Hill), a guide to taking the stress and uncertainty out of compensation negotiations.

A graduate of Cornell, where she earned a Bachelor of Science degree in Energy and Economics, Sunny has two college-age daughters. She makes her home in New York City and travels the world whenever possible.

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Gerard S. DiFiore

Gerard S. DiFiore is a partner at Reed Smith. Gerry joined the firm in 1997. He was the firmwide Chair of the firm’s Corporate & Securities Group and is currently the Chairman of the firm’s Securities Review Committee and Deputy Chair of the Emerging Company/Global Venture Practice. His practice focuses on mergers and acquisitions, securities and corporate finance, corporate governance and corporate transactional matters. He is experienced in working with companies in all stages of the corporate growth cycle, from early stage private companies to large publicly traded companies. He routinely works with senior management and with private equity firms and their portfolio companies in reaching strategic goals. He has broad experience in advising clients on disclosure, regulatory and compliance issues related to public reporting status and often acts as outside general counsel on a broad array of issues and transactions for clients that do not have a large internal legal staff. Gerry also counsels asset managers and other regulated securities professionals on various matters and transactions arising under federal securities law including fund formation. To read Gerry’s full bio and see his long list of accomplishments, please go to?http://www.reedsmith.com/our_people.cfm?cit_id=1057&widCall1=customWidgets.content_view_1.

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Gene Masey

Past Events

Gene Massey is the Chairman/CEO of MediaShares.com, a company holding an issued U.S. Patent for a new and innovative business method for Crowdfunding, enabling any company to sell their stock on their own Website or Facebook page. Known as the “Social Media IPO,” MediaShares’ methodology can be used in any company’s IPO and is fully-compliant with SEC rules that now make it possible to advertise and market a company’s stock online through social media. MediaShares uses a well-known process called Direct Registration, enabling companies that already have online fans, customers, or affinity groups to use Facebook, Twitter, LinkedIn, and others to sell their IPO shares to their massive online communities.

In addition to his expertise in securities, Gene Massey is also known as an Internet Marketing Consultant, with extensive experience in Social Media Marketing and the Branding of Retail products online.

In the past Gene has owned and operated a Los Angeles-based advertising and marketing company. From 1990 to 1997 Gene worked personally with Ely Callaway, Chairman/CEO of Callaway Golf, creating over four hundred television commercials that introduced and promoted the “Big Bertha” line of golf clubs. During the period of time that Gene worked with Callaway, their total sales increased from $21 million in 1990 to $843 million in 1997.

Gene is active in community service and donates his time to the Sri Sathya Sai Service Organization, filming volunteer doctors in rural villages in Africa and India. He also teaches a weekly class for teenage boys who are incarcerated at Camp Kilpatrick, a Los Angeles County Youth Correctional Facility.

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Jouko Ahvenainen

Past Events

Jouko Ahvenainen is serial-entrepreneur and private investor, and co-founder of Grow VC, the first global peer-to-peer micro-funding service for startups. Jouko is also a partner and board member in other finance or investments companies, like Springboard Venture Private (India) and Replicon (Finland). He also co-founded data analytics businesses (e.g. Xtract). Before his serial entrepreneur career Jouko held senior positions at diverse technology firms including Cap Gemini Ernst & Young, Powerwave Technologies Inc., Nokia, and Sonera. In all roles he has been a key driver to create new business. He is one of the pioneers in social media marketing, and personally had significant role to develop and sell the first social marketing intelligence solutions for mobile and media companies. He has also traditional marketing experience, starting from some well known political campaigns in mid 90′s. Jouko has vast experience of international business in Asia, Europe, and North America; he has lived and worked in Finland, Malaysia, UK, and the US, and run business in Hong Kong.

Jouko has worked in teams to close several VC deals (from 150k USD to 15M USD), and also closed many large customer deals and been responsible for 40M USD annual revenue. He started his first own software business when he was 16-year-old. Jouko also is also a Certified Adviser in NasdaqOMX First North list at Helsinki and Stockholm stock exchanges. Jouko is on the boards of various start-up companies, and is a co-founder or seed investor in six companies.

Jouko is a regular speaker in many marketing, start-up funding, mobile and web conferences including SXSW, Mobile World Congress, CTIA, Next Conference, Echelon and Singapore Infocomm conferences around Europe, Asia, and the US. He is also a co-author in Social Media Marketing book.

Jouko holds an MBA from Helsinki School of Economics / McCombs School of Business, at the University of Texas, Austin and a M.Sc.(Tech.) from Helsinki University of Technology.

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Bo Brustkern

Past Events

Founder and Managing Director of Arcstone, Bo Brustkern oversees investment research, capitaladvisory and business valuation services for the firm.Bo Brustkern has performed countlessvaluations of private companies for investment, transactional support, financial reporting and other purposes. In 2006 Mr. Brustkern founded Arcstone Partners, an industry-leading valuation, advisory and investment research boutique. From 1997 to 2005, Mr. Brustkern was a private equity and venture capital investor. Prior to his investment career, he was an M&A analyst at one of the largest publicly traded REITs in the country. He is a Charter Member and Executive Committee Member of the Fair Value Forum. Mr. Brustkern earned an MBA with distinction as a Deutschman Venture Fellow from The Anderson School at UCLA, and a BA from Dartmouth College.

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Brian Meece

Past Events

Brian Meece is the CEO of RocketHub, one of the world’s top crowdfunding platforms that has been featured in the Wall Street Journal, The New York Times, NPR, Wired, The Economist, CNN, The Washington Post, ABC News, USA Today, etc. while helping thousands of funding campaigns raise millions of dollars. Brian has lectured on crowdsourced funding at SXSW, TEDxBrooklyn, Columbia University, NXNEi (Canada’s largest interactive conference), among other colleges, conferences and institutions.

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Andrew Rachmell

Past Events

Andrew Rachmell,Co-Founder and VP of Business Development, Peerbackers, LLC.

Rachmell is co-founder of peerbackers.com, a crowd funding web site dedicated to helping entrepreneurs raise capital to start or grow their business. The site and its work have been featured in the Wall Street Journal, Entrepreneur magazine and other business publications, and on MSNBC.As head of business development, Rachmell secures partnerships and sponsorships with organizations serving entrepreneurs, including universities, nonprofits, businesses, government and the media. In addition, he spends a portion of his time educating college students and recent grads by hosting workshops that cover all facets of entrepreneurship, including crowd funding. He also participates as a judge in the annual business plan competition at the Adam’s Center for Entrepreneurship at Florida Atlantic University. Prior to starting peerbackers.com, Rachmell spent 20 years creating programs for television and the web. His expertise in developing strategic alliances, sales and marketing has made him a specialist in helping more than one-third of the Fortune 1000 companies, as well as numerous associations, nonprofits and government agencies promote their image and message through innovative communication methods, sponsorships and distribution channels. These include interactive web video, audio webcasts, nationally televised business roundtables, lifestyle programming and documentaries appearing on ABC, PBS member stations, CNBC, Discovery Channel, ESPN, and Comcast, among others.In addition, Rachmell has been a principal in several production companies and executive producer of more than 400 television programs including the award winning documentary 1955-Seven Days of Fall; the music series Frequency hosted by Dave Koz; The Next Wave with Leonard Nimoy; and the long running interstitial series on public television entitled Fast Focus. Rachmell graduated from Pennsylvania State University in 1983 with a Bachelor of Science degree in marketing. He holds an Airline Transport Pilot license (ATP), enjoys hiking around the world and has bicycled more than 6000 miles coast to coast.

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Bill Davis

Past Events

PRESIDENT of Gate Impact LLC. Bill Davis provides Leadership with extensive hands on managerial experience rooted in “Best Practices” and “Guaranteed Delivery”. He has earned the “Go-To” label by C Level Executives and Board Members in organizations that are facing tough decisions, tight budgets and deadlines. As part of Gate Impact, he provides CIO services to the leading Micropayment and Virtual Currency company in Europe. He specializes in Business & Logistical Intelligence with prior engagements with American Express, IBM and Boeing. He provides advisory services to some of the largest Social Investment Portfolios and passionate consultants in the U.S. He coauthored the Impact Intelligence for High Performing Organizations Roadmap with Sara Olsen, the founder of the Social Ventures Technology Group.

Over his 20 year career, Bill has provided leadership that resulted in financial, technical, operational and most importantly cultural transformation (work ethic, quality of work, timelines & governance) for his clients. Bill has extensive experience providing merger and acquisition due diligence, performance management analysis, customer and product profitability analysis and other business intelligence services. He brings extensive project management & technology application experience to ensure projects adhere to strict disciplines within the relevant life cycles for minimizing risks and guaranteeing success. These accomplishments prepared Bill to lead the build out of the Impact Investing Infrastructure for the GATE Impact Community.

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Karla D’Alleva Vales

Past Events

Karla D’Alleva Valas is managing director of the Complex Asset Group for Fidelity CharitableSM, an independent public charity with a donor-advised fund program.

In her current role, Ms. Valas manages a team of attorneys that bring deep knowledge and technical expertise to donors who wish to contribute sophisticated assets, such as privately held C-corp or S-corp shares, to charity. Ms. Valas and her team work directly with donors, their advisors, and corporate and business lawyers to facilitate charitable transfers of these assets to achieve the most favorable tax treatment with the greatest charitable impact.

Prior to overseeing the Complex Asset Group for Fidelity CharitableSM and its unique service offering, beginning in 2001, Ms. Valas was Fidelity Charitable’s chief compliance officer responsible for providing integrated tax, legal and compliance support for the donor advised fund program.

Ms. Valas joined Fidelity Investments in 1998, serving in various roles before supporting Fidelity Charitable. Previously, Ms. Valas was an appellate court attorney for the New York Supreme Court Appellate Division Third Judicial Department.

Ms. Valas earned her bachelor of arts degree in chemistry and sociology from Mount Holyoke College and a juris doctorate from the New England School of Law. She also earned a master of laws degree in taxation from Boston University School of Law. She is admitted to practice law in the Commonwealth of Massachusetts and the State of New York. Ms. Valas is an active member of the Junior League of Worcester, Inc., where she is a past president and also served as vice president of finance and treasurer.

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Bert Szostak

Bert Szostak originally joined GFI Group in 1991 were he co-headed the International ADR desk for more than 10 years. From 2005 to 2007 he held various positions at Prebon working to increase market share in their equity division. Most recently, he spent three years at ICAP’s Private Equity Secondary Division acting as an intermediary in the placement of Limited Partnerships and Portfolios. In September 2011 he re-joined GFI to launch their entry into the Private Share Marketplace. Mr. Szostak holds a BS in finance and management from Susquehanna University.

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Zak Cassady-Dorion

Past Events

Zak Cassady-Dorion is co founder and partner of Startup Exemption, responsible for the framework of all current Crowdfunding legislation in congress, as well as the Crowdfunding portions of President Obama’s 2011 jobs act. The 3 co founders of StartupExemption have bootstrapped their advocacy efforts and have worked closely with Chairman McHenry on hr 2930, including testifying before his committee onCrowdfunding.

Zak is currently the VP business development for a small business in upstate New Yorkand has a passion for entrepreneurship. He has successful entrepreneurial experience in Latin America and South East Asia, in addition to a successful business development career with Wyndham Worldwide. He earned his MBA from Thunderbird School of Global Management, ranked as the world’s top international MBA program and a BS from the University of Vermont. Zak is also fluent in English, Spanish, and Portuguese.

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Julia Dilts

Past Events

Julia Dilts is the Co-Founder & CEO of Maverick Angels, an International Angel Investment Network based in Southern California and Utah which she founded with her late husband, John Dilts. Maverick Angels focuses on mentoring and training global Entrepreneurs to fund promising early-stage companies resulting in successful and self-sustaining businesses.

Ms. Dilts was previously the Vice-President of Maverick Angels and served as the Liaison between Entrepreneurs, Investors, the Media, other Angel Groups and Venture Capitalists in order to acquire capital and other requested resources for Start-Up Companies.

Before her work with Maverick Angels, Julia was the Co-Owner of Dilts Ventures, with her husband, John. The Company was an Entrepreneurial-Focused Management Consulting Firm which advised global corporations and emerging companies in areas such as Entrepreneurship, Innovation and Leadership. Ms. Dilts helped develop the Company’s Entrepreneurship Program and served as its Sales & Marketing Executive.

At Dilts Ventures, Julia also served as an Entrepreneur & Innovation Consultant for in-house ?Corporate Entrepreneurs? for her Company’s clients, including Fortune 500 Companies, focusing on Internal & External Entrepreneurship & Innovation in areas such as Entrepreneurship Training, Product Development and Market-Entry Strategies.

Ms. Dilts strongly believes in giving back to the community personally as well as professionally. She has spearheaded a Maverick Angels Charitable Program which has supported dozens of charities in our area. Additionally, Julia has picked up where John had left off in volunteering at El Nido Family Centers’ Program, ?Hub City Teens,? located in Compton, California. The goal of this program is to teach urban youth how to become successful entrepreneurs, and they are well on their way.

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Dr. Charles Sidman

Past Events

Dr. Charles Sidman’s current major occupation is Managing Partner of ECS Capital Partners, LLC, an early-stage venture fund built on ?evolutionary principles? and based in Bar Harbor, Maine (although operating nationally and internationally.) He is an active member of the NASVF, serving on its Strategy and Conferences/Education committees, chairing its Advocacy committee, and teaching in its on-line webinars.

Previously, he held positions in public and private universities, as well as not-for-profit and for-profit enterprises, in the U.S. and abroad. He has published over ninety research papers and patents, consulted or lectured at over two hundred companies and organizations, and is active in economic development and entrepreneurial advising and training worldwide. He retired as Professor of Molecular Genetics, Biochemistry and Microbiology from the College of Medicine at the University of Cincinnati, where he also served for many years as Adjunct Professor of Management in the College of Business and Professor in the university-wide Honors Scholars Program. His education includes Bachelors and Masters degrees in Biochemistry and a PhD in Immunology from Harvard University, an MBA specializing in Management from the University of Cincinnati, and sabbatical study in Complex Systems at the Santa Fe Institute.

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Richard J. Salute

Past Events

Richard J. Salute, CPA, is Capital Markets and SEC Practice Director with J.H. Cohn. As an expert in SEC matters, Rich has been the key accounting and finance professional in numerous initial public offerings, and has represented clients that trade securities on the New York Stock Exchange, the American Stock Exchange, the NASDAQ and other over-the-counter markets. Rich is the Office Managing Partner for J.H. Cohn’s Long Island office. He has over 35 years of audit, accounting and tax experience.

Prior to joining J.H. Cohn, Rich spent 29 years at a global accounting firm managing complex audits for both public and private companies. During his tenure there, he was responsible for providing clients with strategic planning services, as well as consultation with regard to corporate finance, mergers and acquisitions, and process evaluation. Rich’s clients included large multinational companies and entrepreneurial start ups. In addition to his client responsibilities, he started three businesses for that firm ? the Enterprise Group (New York Metropolitan area), the Technology Practice (New York office) and the Bankruptcy and Corporate Recovery Practice (nationwide).

Rich is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.

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Philip Reicherz

Past Events

Philip Reicherz founded Magnolia Ventures in November 2009 and became its Managing Partner in January 2011. Magnolia Ventures is an opportunistic venture capital fund that looks to invest in top entrepreneurial teams with great concepts and a need for advisory services and capital. With their partner’s assistance, entrepreneurs’ ideas are turned into great companies with plans to revolutionize their industries. From January 2005 through January 2011, he was a Partner at SecondMarket, Inc. SecondMarket has streamlined the historically inefficient process for buying and selling alternative investments by connecting buyers directly with sellers and providing world-class market and operations expertise. Philip helped build out their network of more than 50,000 accredited individuals and institutions and assisted the firm complete billions of dollars in privately negotiated transactions. From May 2002 through January 2005, he was the East Coast Sales Manager for the CEFS division of UBS Financial Services, LLC. From September 1997 through May 2001, Mr. Reicherz was the Head of the Online Executive Services Group at Credit Suisse. From September 1995 through September 1997, he was a Single Stock Risk Management Analyst at Smith Barney. He received his B.S. from the University of Rhode Island. He holds his Series 7, 24, 63 and 79 licenses. He was the Chairman of the SecondMarket’s Risk Management Committee and member of the UBS Financial Services Inc. / NFLPA Investment Advisor Committee.

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Wil Schroter

Past Events

Wil Schroter is a serial entrepreneur. In 1994 at age 19, while a still a student at the Ohio State University, he began his first company, Blue Diesel, an interactive marketing agency serving clients such as Best Buy, BMW, and Eli Lilly. As CEO of the company, Wil grew Blue Diesel from his dorm room beginnings to over $60 million in capitalized billings in just over 5 years. Wil sold Blue Diesel to inChord Communications, joined their Board, and helped the company grow to over $600 million in annual billings. In 1997, Wil co-founded Kelltech Internet Services, a technology consulting company based in Cleveland, Ohio. Kelltech was sold three years later to GTCR. In 2002, Wil launched Swapalease.com, an on-line marketplace for automotive leasing. Within just three years Wil grew the company from a pure startup to the world’s largest automotive finance marketplace, with over $2 billion in vehicles listed on its service. In 2004 Wil founded the Go BIG Network, which quickly became the largest community of startup companies. Today over 200,000 companies use Go BIG to find funding, recruit talent and seek expert advice. In 2006 Wil founded GotCast.com to connect aspiring talent to on-camera roles. GotCast soon became the leader in on-line talent casting, finding new talent for every major network including NBC, ABC, FOX, MTV and E! Entertainment Television. In 2007 Wil founded Virtucon Ventures, a technology incubator for startup companies whose focus is on using the Internet to create a new breed of companies in a host of industries. Virtucon’s holdings now include the Go BIG Network, GotCast.com, Affordit.com, and BizPlan.com among other investments. In 2008 Wil founded AffordIt.com to help consumers purchase large ticket items by turning big prices into smart, affordable payments. Offering over 100,000 products for sale, Affordit has pioneered an entirely new type of consumer finance option. In 2009 Wil founded BizPlan.com, an on-line business planning and management tool that helps upstart entrepreneurs turn their ideas into viable plans and great companies. In addition to starting companies, Wil also writes about them. He is a nationally syndicated columnist for American City Business Journals where his entrepreneurial advice appears in over 40 major markets. He is a contributing columnist for Forbes as well as the author of “Go BIG or Go HOME” which details how to grow startup companies as quickly as possible. Wil has been named Young Entrepreneur of the Year by the U.S. Small Business Association and is has also been recognized by the Ernst and Young Entrepreneur of the Year program. He has also been named the Ohio Businessperson of the Year as well as Business First’s Top 40 Under 40. He is frequently featured in national media including NBC, The Wall Street Journal and Red Herring.

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Steve Cinelli

Past Events

Steve Cinelli has been engaged in corporate finance, strategy, business development and financial technology throughout his career. Beginning with Bank of America, he served in its Technology Banking Group, later to become part of Security Pacific Bank’s Merchant Banking Group focused on leveraged buyout financing, and initiated the Bank’s mezzanine lending activities. He served as a principal at Knightsbridge Partners, a private equity firm.

Before ?crowdfunding? was became a term, Steve co-founded, in 1999, OffRoad Capital, a private capital market for unregistered securities, enabling emerging growth companies to raise up to $15 million of equity funding through a captive global market of 12,000 accredited investors. Serving on the board and overseeing the investment banking and international activities, he is recognized as the ?inventor? on the patent filing of the market system, having designed the framework, protocols, and business model.

Ten years later, Steve founded another market platform, PRIMARQ, which addresses the need to bring new equity capital into the housing finance system. Recognizing that the excessive use of mortgage debt is no longer a viable in financing residential real estate, PRIMARQ is a paradigm shift approach in a multi-trillion dollar market in the US and abroad.

Academically, he received a Bachelor of Science in Commerce from Santa Clara University, and was awarded a Masters Degree in International Finance from Golden Gate University. A frequent speaker on technology and capital markets, he has served as a founding panelist at Oxford University (UK) in its Silicon Valley Comes to Oxford program, the Global Technology Conference in Southern California and the GrowCalifornia Conference. He has published a number of papers regarding housing finance, sustainable home ownership and mortgage risk mitigation, and has been interviewed on similar topics by the major media.

Steve dedicates significant time to non-profit activities, including serving as Chairman of the Charles A. Becker Foundation and formerly as President of Saints and Sinners Fund, two foundations devoted to needy and deserving children, providing grants for artistic and educational development, family services and health care. He was a founding board member of the California Music Project, a private-public initiative to promote music education within the California school system. Furthering his commitment to music education, he is a Trustee of the San Francisco Conservatory of Music, a member of The Recording Academy and the Grammy Foundation, and has produced a series of concerts and theatrical productions benefiting music education.

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Alon Hillel-Tuch

Past Events

Alon Hillel-Tuch is one of the co-founders of RocketHub, one of the world’s largest crowdfunding platforms. Alon grew up in The Netherlands, and speaks English, Dutch, German, and Mandarin Chinese. Prior to RocketHub, Alon worked at BCMS Corporate (an international mid-market investment bank) overseeing their special situations department. Alon has enjoyed working as a strategic digital consultant with a variety of startups to help get their feet off the ground before becoming part of RocketHub’s founding team. Alon holds a B.A. from Hamilton College in Economics and Chinese Culture & Language, and received his M.Sc from Columbia University where he was awarded the Advanced Consortium on Cooperation, Conflict and Complexity (AC4) Graduate Fellowship from the Earth Institute at Columbia University.

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Joseph Omansky

Past Events

Joseph Omansky is a financial technologyentrepreneur with particularfocus on alternative investments and social media.Heis an operating partner of venture-funded TrustedInsight,thefastestgrowingsocialnetworkforinstitutional investors, nowwith 4,000 LPs each withover$1billionin assets.In 2003, he foundedSkyRank,a U.S. patented hedge fund ratings process now covering 11,000 funds worldwide,85% of the industry. SkyRank has been profiled on CNBC, and has served hundreds of clients including Dow Jones, Louisiana State Treasury, Montreal Stock Exchange, Fidelity, Janus,and Evergreen, among others. Prior to founding SkyRank, Mr. Omansky created and managed an equityoptions volatility arbitrage hedge fund for Tradelink LLC in Chicago. Prior to his employ with Tradelink, between 1998-2000, he was an equity options market maker on the CBOE employed with Lakota Trading Inc(Chicago), a marketmaking entity formerly owned by Steve Fossett and subsequently purchased by GBar.

He has been quoted in the Wall Street Journal, Financial Times,InstitutionalInvestor, Crain’s, and other publications. SkyRank has been profiled on CNBC. He has been aspeaker and moderatorat hedge fund conferences in the U.S. Joseph received his MA in International Economics and Finance from the Lemberg School at Brandeis University (1995) and his BS from Clark University (1991)and studied internationalbusiness at ITAM in Mexico City.

He is a registered investment advisor Series 65. He currently resides in New Jersey, works in New York City, and grew up in Winter Park, Florida.

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Alex Budak

Past Events

Alex Budak is the co-founder of StartSomeGood, a crowdfunding platform that empowers people from around the world to become social innovators.

StartSomeGood provides social entrepreneurs with a platform to raise start-up funds and build a community of supporters — all in a fun, engaging and community-driven way.

Alex received an MPP from Georgetown University and a B.A. from UCLA in Geography and Political Science. A published travel writer, he’s swam with baby penguins in the Galapagos and visited rat temples in India. In 5th grade he competed in a POGs tournament. Alex is a StartingBloc fellow.

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Jason Best

Past Events

Jason Best is a Co-Founder and partner of Startup Exemption and brings over 10 years of executive management at a 2 SaaS healthcare business (one of which he co-founded) in the bay area. His work there included building broad coalitions of US medical societies in support of Internet-based physician-patient communication and changing FDA regulations to enable physicians to receive electronic medication and device warnings instead of paper. This change dramatically increases patient safety while reducing time and costs for physicians and the pharmaceutical industry.

He is a successful entrepreneur and consultant to technology companies on business development and strategy issues to enable companies to grow quickly and effectively. His work in strategy development building scalable organization and branding/marketing, led to one of his clients, Kinnser Software, being named by Inc. Magazine as one of the 500 fastest growing private companies in the USA in both 201o and 2011.

In Dec 2010, he also Co-Founded A Single Production Company, a documentary film company based in Bangkok, Thailand. He has served as the Executive Producer for its first feature “The Cheer Ambassadors”. The film premiered at the Bangkok World Film Festival in January 2012. HE is also working on a program with local entrepreneurs and educators to create a more entrepreneurial Web development industry in Thailand.

Jason earned his MBA from the Thunderbird School of Global Management, the world’s top international MBA program. He has lived and worked in Europe, South America and Asia. He grew up in Louisiana and is now based in San Francisco, California.

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Candace Klein

Past Events

Candace Klein is the founder and CEO of two successful startup companies: Bad Girl Ventures and SoMoLend.

Bad Girl Ventures (bgv.bz) is a non-profit organization that focuses on educating and investing in woman-owned startup companies. In its first year of operations, BGV has received over 400 applicants, has educated over 250 businesses, has financed 26 women with $700,000, and has created 156 jobs across Ohio. SoMoLend (somolend.com) is new technology platform that connects business borrowers seeking loans with lenders looking to make a return on investment. SoMoLend is now live and has partnered with KeyBank who has at least $50 million to lend.

Candace has six years of lobbying experience, with the Northern Kentucky Chamber and United Way and four years of legal experience.Candace continues to practice as an attorney with Ulmer & Berne LLP with a focus on corporate matters, business advocacy and government relations for startup companies and small business clients.

Candace led the Communities Practice at Property Advisors, with the title of “Maven” and the job description, “run and think.” She is actively committed to her neighborhood, Over the Rhine, where she lives and has based both of her businesses.

Candace is a 2008 graduate of Salmon P. Chase College of Law where she earned her J.D. She also received her bachelor degrees from Northern Kentucky University.

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Connie Koch

Past Events

Connie Kochis the President, Southern California Region of Keiretsu Forum, the world’s largest angel investor network with 850 accredited investor members throughout twenty one chapters on three continents. Connie’s unique business sense and creative vision is the blueprint for her proven successes in various industries as both a serial entrepreneur with retail, telecommunications, printing, graphics and forms design, technology, Internet community development and CEO/COO over companies in publications, telecommunications, technology with enterprise management systems, public relations, and fundraising. With a belief that people and relationships are the most vital part of life, along with her pioneering attitude and insatiable desire for new experiences, Connie is growing the chapters of Keiretsu Forum in Southern California.

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Charlie Tribbett

Past Events

Charlie Tribbet is a Co-Founder of Bolstr, the first investment based fundraising platform for small businesses. After growing up in Chicago, Charlie attended the University of Virginia (UVA) where he received a B.A. in History. Three years in Investment Banking and Global Capital Markets at Morgan Stanley in New York helped entice and prepare Charlie for his entrepreneurial endeavor. While working in Capital Markets Charlie helped provide strategic direction and insight to 200+ Fortune 500 clients on the short-term credit market during an unprecedented period of volatility. Then he joined Macy’s and graduated from its Buying/Planning Executive Development Program. In short order, he was responsible for running a $14 million Men’s Sportswear brand. Recognizing a need for main street small business to access capital, Charlie left Macy’s to start Bolstr with a close friend from his internship days in finance, Larry Baker. Charlie has always strived for excellence and to “set the pace;” in 2001 he was designated as a “Future Leader of Chicago” by the distinguished Leadership Greater Chicago program. He has volunteered his time as a mentor at the high school level for New York’s Student Sponsors Program, and has served as a member of UVA’s Jefferson Scholars Selection Committee (for the NY area), and on UVA’s Ridley Scholorship Board in NY. His high energy directs him to “work hard” and to “play hard”. In his free time he recreates through boxing, skiing, playing basketball and golf.

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