Navid Alipour, Analytics Ventures

Navid Alipour is Co-founder and Managing Partner at Analytics Ventures, a Venture Formation Fund focused on starting new ventures with Artificial Intelligence (AI) and Machine Learning (ML) at their core.

Prior to co-founding Analytics Ventures, Mr. Alipour founded La Costa Investment Group, making targeted investments in multiple AI based companies, bringing them from inception to success, including CureMetrix and Curematch, His proven track record of identifying the top tier scientists and academics, experts in their respective fields - and then empowering them to turn their research into viable businesses- is the effective basis of Analytics Ventures.  That finesse, coupled with Alipour’s ability to unite angel investors with venture opportunities within the AV fund, produces entities with the highest use and best return potential of their domains.

Mr. Alipour serves on the Board of Tech San Diego where he is recognized for his role as a key player in developing San Diego’s now thriving eco-system. He is also on the boards of CureMetrix, AV Lab, Kazuhm, & AdTheos. His passion and clarity of thought on the topics of venture capital and entrepreneurship, make him a sought-after panelist, judge, speaker and moderator at forums such as UCSD, USD, SDSU, CyberHive, HeraHub, MIT Forum, RSNA, U.S. News STEM Conference, and CONNECT.

Mr. Alipour holds a BA from UC San Diego, and a JD/MBA from the University of San Diego.

Sandra Familet, The Chauncy F. Lufkins Foundation

Sandra Familet serves as advisor to the Chauncey F. Lufkin III Foundation for its venture investments. 

She is a dynamic industry veteran with more than 25 years of investment banking as well as marketing and capital raising experience for best of breed alternative and traditional asset management firms.  Sandra’s relationships span across the United States and include high net worth individuals/angel investors, multi/single family offices, endowments, foundations, wealth managers, fund of funds, public and private pension plans, insurance companies and consultants. She has raised billions in capital by employing a consultative sales approach.

In 2010 Sandra founded her own independent institutional marketing intelligence and third party placement firm, an affiliate of Weild & Co., focusing exclusively on alternative funds in a variety of different innovative strategies.  Her firm, now in its sixth year, is best known for finding capital from anchor investors for first time alternative funds.  To augment her private market skill set, during 2016, Sandra served as Managing Director to help launch the strategic joint venture (“JV”) between Institutional Investor and Zanbato, Inc.   This JV was created to bring together the private placement technology of Zanbato for both funds and venture secondaries and the market reach of Institutional Investor’s Investor Intelligence Network “IIN” and Family Office Network “FON” to increase the efficiency of the world's private capital markets.

Prior to founding her own firm, from 2005-2009, Sandra was a Director and Senior Distribution Banker in Merrill Lynch’s Investment Banking Division in the Private Equity Funds Group where she served as placement agent for third-party as well internally branded private equity, real estate, infrastructure, venture capital, and hedge funds.  From 1998-2003, Sandra was one of the first capital raisers for BlackRock where she raised $7 billion in new business and serviced over $18 billion in assets as a client service relationship manager. Her wins generated front-page coverage in Pension & Investments and Financial Times Mandate.

Prior to joining BlackRock, Sandra was a Derivatives Sales Trader for Goldman Sachs, where she was responsible for the creation and marketing of new products.  Before joining Goldman, Sandra was a Vice President in the Fixed Income Client Strategies Group with Merrill Lynch. During the seven years that she spent with Merrill, beginning in 1989, Sandra worked closely with Merrill’s Investment Banking Division, holding positions in Merrill’s Private Resources Department where she helped structure private placement financings as well as on Merrill's Equity Syndicate Desk where she marketed and distributed initial public and secondary equity offerings.  She also led the firm’s national strategic marketing effort for its sponsorship interest in The Entrepreneur Of The Year Program (“EOY”) to build relationships and generate business with emerging blue chip companies.  Sandra began her career in 1985 with McCann Erickson where she provided global marketing advisory services to the firm’s Fortune 500 clients.

Sandra has her MBA from the Amos Tuck School at Dartmouth and a Bachelor of Science from St. Peter’s College where she graduated as Valedictorian, summa cum laude in cursu honorum, with a double major in Accounting and Marketing and minor in Economics.  She has her series 7, 63, and 24, is an associate with The Milken Foundation, a fellow of The Aspen Institute, and one of the original supporters of both The Robin Hood Foundation and TED (Technology, Entertainment, Design).

Basil Peters, Exit Educator, M&A Advisor

Basil is an investment banker specializing in M&A transactions. His firm Strategic Exits Corp. focuses on designing and executing optimum exits for technology companies (www.Exits.com).

 

Dr. Peters has run a hedge fund, venture capital fund and an angel fund.  

While still in grad school, Basil co-founded Nexus Engineering. Nexus grew to seven companies with over 300 employees with operations in Hong Kong, Jakarta, London and five Canadian cities. Nexus was successfully sold to Scientific Atlanta (NYSE:SFA) of Atlanta, Georgia in 1993 and is now part of Cisco. Basil was Chairman and CEO from the founding through to the sale.

In the mid 1990’s, Dr. Peters worked in Silicon Valley as the CEO of ICTV Inc, an interactive television company funded by IBM, Cox Cable and the Lauder Venture Fund.

Basil writes a blog about exits for entrepreneurs and business owners at www.Exits.com/Blog.

 

When things were slow during the mortgage crisis, he wrote his first book: Early Exits (www.Early-Exits.com). Inc Magazine named Early Exits as one of the ten best business books of the year.

 

Basil has a Ph.D. from the University of British Columbia in Electrical and Computer Engineering and has received the Entrepreneur of the Year Award, Canada Awards Silver Medal in Entrepreneurship, BC Science and Engineering Gold Medal and Business Leader of the Year Award.

 

He’s been a member of YPO for 28 years and is a fellow of the Angel Resource Institute.

 

For more than you ever wanted to know: www.BasilPeters.com.

Ajay Ramachandran, Happiness Ventures

Ajay is a former serial entrepreneur and angel investor, now turned VC as a Founding Partner at Happiness Ventures - a venture fund that invests in technology companies lead by entrepreneurs who have a passion and mission to make the world a happier place. With $480mm under management, the fund group concentrates on both early stage (Seed and Series A) start-ups and growth stage companies.  Happiness Ventures invests with a long-term view and supports our startups throughout their entire lifecycle.  Prior to Happiness Ventures, Ajay also co-founded a successful international incubator called SourceN based in Bangalore, India and has been a co-founder/executive in 10 start-ups with 6 acquisitions and 2 IPOs.

Dave Lipson, Paws Up

Dave Lipson is a CPA and lawyer by background having received his Bachelor of Science in Accounting from the University of Illinois and a J.D. from DePaul University. 

Dave spent 25 years with Arthur Andersen, LLP, in Chicago and Western Europe, rising to the position of managing partner for international services and serving as a member of the Board of Partners of the firm. Following Andersen, he was Executive Vice President, Chief Financial Officer and was elected to the Board of Directors at Beatrice Companies, a major food and consumer conglomerate at the time, based in Chicago.  He then founded Knightsbridge Capital Corporation, a merchant banking organization. The buyout business focused on profitable companies in manufacturing and consumer businesses and consummated several successful acquisitions and subsequent sales. 

In 1997, Dave and his family purchased the land that is presently The Resort at Paws Up in western Montana.  Paws Up is one of Montana’s first luxury glamping resorts.  Steeped in the history of Lewis and Clark and encompassing 37,000 sprawling acres of untamed Montana wilderness, Paws Up is situated along a 10 mile stretch of the legendary Blackfoot River “A River Runs Through It” - providing guests with an authentic backdrop for unique and exhilarating experience of the unspoiled American West.   Paws Up has been awarded USA Today’s Best Family Hotel for 2016, Trip Advisor Hall of Fame, Sunset Magazine’s #1 Glamping destination in America, to name a few.

Dave is the Chief Executive for the family businesses and a Director of Paws Up Foundation. 

Phillip Yin, Newsroom Investments

As an accomplished and passionate speaker on topics of Int'l trade, Global Politics, Economics, and Global Communications, Phillip is a seasoned and experienced member of the business community and is currently running for Bellevue City Council. He was an International Anchor for CNBC Television, Bloomberg Television, CGTN Washington D.C., and Seattle's Q13 Fox News and also launched CGTN America in Washington D.C. as the global business anchor focused on global business, politics, and economics. He’s conducted over 4500+ interviews, including coverage of the 2012 U.S. Presidential elections. Additionally, he launched Charles Schwab's portfolio management business in Hong Kong and managed the Swiss-based Unifund. Following Lehman’s bankruptcy, Phillip also helped lead and investigate the credit derivatives mess which later led to the recovery of $1.8 billion on behalf of over 40,000 individual investors.

George Mottel, Hills Family Office

Hills Family Office, Advisor to SF based (SFO) +20 years experience in Food & Beverage sector, software (Corent Tech) $1M direct investment and MZ Group!

An active member of Opal Group in NYC family offices networking. Hills Family Office differentiates itself via interests in both wine and art. More recent focus in Emerging Healthcare / Asia etc (Crossover Capital) .

Vince Bryan III, Whooshh

Vincent Bryan III (V3) comes from a family of entrepreneurs, inventors, and developers—with a track record of success in a wide range of businesses, including the development of a medical device, to the development of what is now known as the Gorge Amphitheater, to the creation of the award-winning Cave B Estate Winery, and the successful opening of the adjacent Cave B Resort and Spa.  V3 was directly involved in all of these start-ups, and held the position of CEO in each of them.

 

Prior to co‐founding Whooshh Innovations in 2007, Vince Bryan III was Associate General Counsel at Adobe Systems, where he was site manager for Adobe’s 500 person Seattle office and managed multiple legal teams including Licensing, Product and Corporate Marketing, and Adobe’s Trademark groups. Despite his legal title, while there, he garnered a reputation as a “Product Guy” and was awarded Adobe’s prestigious Founders Award. He earned two B.A. degrees from USC, one in Economics and the other in Political Science, followed by a J.D. from Seattle University Law School and a Masters in Transnational Business Transactions from McGeorge School of Law, which included stints in both Salzburg Austria and Taipei, Taiwan.

Gordon Skene, Phytonix Corporation

Mr. Gordon Skene – Chairman & Executive Vice President and Director

Mr. Skene has a broad range of experience in the management, strategic direction, corporate governance, and financing of emerging companies in the technology sector, and has served as a director of many technology companies. He has acted as President, CEO, Chief Operating Officer, and Chief Financial Officer of many early stage technology companies.  Before joining Phytonix in 2015, he was the CEO of an environmental technology company where he gained 10 years of experience in waste-to-energy, renewable fuels, waste water treatment, and greenhouse gas reduction. Prior to that, he was the founder & CEO of a $35 million venture capital fund. Mr. Skene has raised more than $150 million of equity for early stage technology companies. As the Director of Corporate Finance for Canada’s largest forest products company, he raised $500 million of equity and long term debt, and arranged over $1.5 billion of long term bank loans and credit facilities.  Mr. Skene has extensive expertise in corporate finance, including project financing, public equity and debt markets, private equity, government funding, banking, investment banking and acquisitions.  He holds a Bachelor of Science degree (physics and economics) and a Master of Science in Business Administration degree (Transportation and Finance) from the University of British Columbia.

Colette Courtion, JoyLux Inc.

CEO and Founder of Joylux Inc.

As Colette Courtion says about being a woman and a mother, “There are so many amazing, wonderful things about us. We’re strong, resourceful, and adaptable. But as incredible as it all may be, some unfortunate physical changes occur after we give birth, and even as we age. Most women learn to live with them, but they can lead to bigger problems that affect both us and our partners.”

That’s why Colette was inspired to explore new ways to help women address these physical changes. Her background in beauty and technology inspired her to team up with some incredibly smart people to found her newest company, Joylux Inc., to provide solutions for mothers and all women experiencing pelvic floor issues. Colette has made it her mission to develop innovative health and wellness products that empower women to embrace their health and reveal their inner beauty and confidence. After all, nothing is more beautiful than a confident woman. With that in mind, Joylux Inc. is launching its first product, vSculpt, an at-home device that helps address pelvic floor issues.

Prior to founding Joylux, Colette launched Calidora Skin Clinics, a leading anti-aging skin clinic and a top 1% provider of Botox treatments in the country. With 8 clinics and more than 250,000 treatments performed (not to mention gazillions of clear-skinned smiles), she built a trusted retail brand that stood for high-quality treatments and products delivered with outstanding customer service (with an impressive 98% satisfaction rating).

Colette began her career in finance at PepsiCo and Maveron (a Seattle venture capital firm) before heading to Starbucks. As a marketing executive for Starbucks, she was responsible for creating and patenting the Duetto Card, named by Business Week as 2003’s Best Product of the Year, while running the largest and most successful retail store value card and loyalty program in the US, the Starbucks Card. She earned a BA in economics from the University of Washington and an MBA from the Graziadio School of Business and Management at Pepperdine University.

Colette is no wallflower either—Puget Sound Business Journal named her as one of the Top 15 Women of Influence in Seattle (2009) and Top 40 Under 40 leaders in Seattle (2006), and when it comes to philanthropic causes she believes in, Colette will do just about anything…even if it means donning a blue leotard and 6-inch stilettos to impersonate Lady Gaga in front of 500 people at a Plymouth Housing Group event to raise awareness for homelessness in Seattle.

Eugene Durenard, Stetson Family Office & White Hat Health Ventures

Eugene brings a thorough multi-asset class investment and entrepreneurial experience spanning 20 years.  After obtaining his PhD in Mathematics at Harvard in 1995 he started his career in London in proprietary research at Salomon Brothers, then proprietary trading at Credit Suisse, where he developed a series of quantitative strategies. In 2002 he moved to Bermuda to form his own company where he ran quantitative strategies for several high net worth clients and provided research, development and implementation services for proprietary trading operations at hedge funds and banks. In 2006 he expanded his operations by co-founding Orion Investment Management, an institutional asset manager in Bermuda. He sold it to the privately owned Capital G Bank in 2011 and until 2013 co-headed their asset management, where he was responsible for internal strategies and external managers selection. Prior to joining the Stetson Family Office in early 2016 he was CIO of a NYC family office operation. Eugene published various innovations to trading and dynamic asset management in several industry articles and a book “Professional Automated Trading, Theory and Practice” (Wiley 2013).  

Richard Wilson, Family Office Club

Richard C. Wilson helps $100M+ net worth families create and manage their single family offices and currently manages 14 clients including mandates with three billionaire families with a total of $5B of buy-side advisory mandates in place. Richard is also the founder of the Family Office Club, the largest membership-based family office association (FamilyOffices.com) with over 1,500 registered family office members.

 

Richard has spoken at over 200 conferences in 17 countries, has the #1 bestselling book in the family office industry, The Single Family Office: Creating, Operating, and Managing the Investments of a Single Family Office and a recently released book called How to Start a Family Office: Blueprints for Setting Up Your Single Family Office. Richard has his undergraduate degree from Oregon State University, his M.B.A. from the University of of Portland, and has studied master’s level psychology through Harvard’s ALM program while previously residing in Boston. Richard currently resides 10 minutes from downtown Miami on the island of Key Biscayne, Florida with his wife and three daughters.

Gail Gannon, WaveEdge Capital

Gail Gannon is a Managing Director at Mavericks Capital and Founder CEO at Ensanté. Since 2006, Gail’s goal has been finding better ways to deploy technology and people to redesign healthcare and improve health outcomes—for example, reducing bottlenecks in operating rooms, clinics, intensive care units, and emergency departments, and moving accessible patient records on demand from vision to reality. Having started her career in high-stress clinical settings as a respiratory therapy manager, Gail understands the healthcare system from the inside out. She worked with health care providers such as Sutter, Stanford and the University of California, San Francisco.

Gail also works with promising startups, taking entrepreneurs with high potential ideas in hand and guiding them all the way to market. For example, in Q2 2017, two companies she advised (Ciel Medical and Neural ID) experienced a liquidity event. She helps founders understand and find customers who could benefit most from their technology, and then explain the benefits of their technology to those customers.

Gail is often found at conferences with healthcare industry leaders and the Silicon Valley investor community, leading panels and making informal introductions. 

Gail received her Masters in Social and Behavior Sciences from the Harvard T.H. Chan School of Public Health, and earned a Biotechnology Certificate with Honors from the University of California, Santa Cruz.

Brianna McDonald, Keiretsu Forum

Brianna brings a passion for building teams and helping companies with business strategy, development, marketing and operations. She has experience screening companies for angel investment, coaching companies on presentation and investor relations, sales strategy execution, relationship management,and leading due diligence teams. She has been an active member and angel investor with Keiretsu Forum since its launch in Seattle in 2005. Brianna enjoys building relationships with other entrepreneurs, investors, and leading collaborative teams in both business and in the community.

Joe Le Bas, Concorde Group Holdings, LLC

Joe LeBas is an accomplished technology and commercial real estate entrepreneur with superior results in market creation and profitable growth. Mr. LeBas brings a proven record of building dynamic and innovative businesses in multiple industries and around the world, including four (4) successful software company exits to the Fortune 750. 

Mr. LeBas is currently the Principal and Founder at Carswell, LLC, a strategic advisory firm for innovative, young technology companies seeking investment, advisor services, as well as contract operating expertise, and also sits on the Board of Advisors of Convercent (GRC software) and the Board of Directors of Analyze Corporation (Big Data Analytics software) and Uptime Analytics (IoT Asset Managment Software). Mr. LeBas also operates a technology-driven Commercial Real Estate development group named Concorde Group Holdings, where he is Managing Director and Founder. Concorde Group owns almost 1M sq feet of commercial retail, office, industrial and multi-family assets across the Southeastern United States and Puerto Rico.

Prior to CRE, Mr. LeBas was President of True Office, a compliance training software company focused on “gamification” and analytics to increase learning efficacy until its acquisition by NYSE/ICE. Prior to that, Mr. LeBas was President of BWise, Inc., a global leader in Governance, Risk Management and Compliance software solutions. Mr. LeBas was responsible for the overall operating performance of the North American business unit, and its rapid growth and market share led to a successful acquisition by the NASDAQ OMX Group in 2012, in which Mr. LeBas helped lead the strategic due diligence, as well as integration efforts post acquisition close. 

Prior to BWise, Mr. LeBas built information management software firm Vivisimo from start-up into a worldwide leader and 'Big Data' pioneer, serving as Senior Vice President and General Manager, Americas, and earlier as Vice President of Worldwide Sales. Vivisimo was ultimately acquired successfully by IBM as a core component of the formation of IBM Watson and its Big Data strategy. Earlier in his career, Mr. LeBas held a variety of executive, sales management, and sales/key account positions with PolyServe (acquired by HP), PeopleSoft (acquired by Oracle), Corporate Express, Boston Scientific Corporation, and Revlon. He holds a Bachelor of Science degree in Advertising from the University of Florida, and is a current member of the Institute of Internal Auditors (IIA) and the National Association of Corporate Directors (NACD). 

Sasha Bernier, Cheltenham Investments SFO

Sasha Bernier is a Senior Vice-President and Investment Committee member of Cheltenham Investments, a single family office focused on investing in both debt and equity primarily in real estate opportunities and lower middle market companies.

Mr. Bernier formerly served as a Vice President of Revere Capital, a real estate debt fund with the responsibility for underwriting and structuring new investment opportunities in the real estate debt space.

Sasha Bernier has also worked at investment funds GSC Group, a credit focused hedge fund, and Barrington Capital, a debt and equity event driven hedge fund.

Mr. Bernier graduated from the University of North Carolina at Chapel Hill with a BS in Business Administration and a JD from the University of Pennsylvania Law School.

Bernard Rudnick, Capgenic Advisors

Bernard Rudnick, MBA - Managing Partner, Stellar Investment Partners, Founder, Mid Atlantic Bio Angels, Managing Partner, Capgenic Advisors

Bernard C. Rudnick is an investor, founder and managing partner of CapGenic Advisors, LLC, Chief Business Officer of NovoBioPharma, a founder of Mid-Atlantic Bio Angels, investment committee member of Keiretsu Capital, a Managing Partner of Stellar Investment Partners and a member of several additional angel funds or groups. Mr. Rudnick’s entrepreneurial career includes a number of startups, three of which grew to over $60 million in revenue before exiting. He is a founder of one of the nation’s leading entrepreneurial programs (MADV) at the Fox School of Business. He is a director of Otosound, former director and CFO of Immunomic Therapeutics, CFO and director or Atrin Pharmaceuticals, director of Operative Experience. President of Axxia Pharmaceuticals and holds and has held a number of other board positions – both commercial and not-for-profit – throughout his career. With 36 years of experience in executive-level strategy, finance, and management, Mr. Rudnick has senior direct investment, merger & acquisition, capital formation and licensing leadership experience with companies ranging from start-up to Fortune 50. Mr. Rudnick has invested and guided investments in entrepreneurial companies, he has led capital formation and merger transactions totaling over $7 billion. Former advisory and investment clients have included Mitsui (Mitrix), DuPont (Agri-chemical), McKesson Bioservices (now TMO), Kika Clinical Solutions (now IBM).  Stellar Investment Partners, is an office representing two families, Bernard Rudnick Consulting, Inc. and Hummel Family Limited Trust.  Stellar’s focus has been Life Science, SaaS and Fashion.

Randy Williams, Keiretsu Forum

Randy Williams founded Keiretsu Forum in September 2000 to provide a disciplined and structured approach to angel investing.  Mr. Williams’s passion for investing and bringing together like-minded community leaders has created a powerful and giving environment for entrepreneurs. Today Keiretsu Forum is the largest angel investment community in the World.

Mr. Williams is also the founder of the Keiretsu Forum Charitable Foundation.  Since its inception in 2001, 114 deserving charities have been granted sizable donations.  The goal of the Keiretsu Forum Charitable Foundation is to grant $250,000 annually, to worthy local charities throughout the Keiretsu Forum regional chapters.

Mr. Williams has 30 years of experience in finance, real estate, and marketing including in various alternative asset classes.  Mr. Williams was co-founder and Director of Diablo Valley Bank.  Mr. Williams was President of Pacific Union Commercial Brokerage, founder of the LaMorinda Bank, and Managing Director of Kennedy-Wilson International, an international real estate investment company.

Mr. Williams is a frequent guest speaker at investment conferences, leading universities, and business schools on alternative asset investment and entrepreneurialism. Mr. Williams holds a Bachelor of Arts degree from the University of California Berkeley.

Nathan McDonald, Keiretsu Capital

Nathan McDonald is a Managing Partner and CEO of Keiretsu Capital. Nathan brings a unique entrepreneurial business and organizational development background developed during many years of hands-on, active leadership and operational experience. As one of the Northwest's leading organizers of entrepreneurial and investor relations-focused media and funding events, he has facilitated scores of engagements and successfully promoted hundreds of privately financed high-growth companies.

Nathan has dedicated much of his career to stimulating growth-stage capital investment, beginning as lead organizer for the Northwest's most successful venture funding conference which delivered over $30 million in funding for 15 growth companies in 2000. As co-founder and managing director of the Investment Forum, he produced the highest-quality educational programs, social events, and investment forums in the region in collaboration with more than 35 industry groups and hundreds of different sponsors. Nathan co-founded an industry-leading showcase event and media piece which attracted over 500 of the region's most influential investors and CEOs to recognize and celebrate their accomplishments.

Nathan co-founded the Northwest Region of the Keiretsu Forum global angel investment group. He wrote the business plan and designed the organizational structure, which led to the initial license agreement with global Keiretsu Forum. He recruited the team, implemented policies and procedures, and designed and coordinated multifaceted events. As part of his overall regional growth strategy, he created and implemented controlled expansion activities in Seattle, Bellevue, Boise, Portland and Vancouver, B.C. Nathan's leadership and personal networking skills combined to quickly build the region into the fastest-growing angel investment group in the nation, adding over 600 investor members and facilitating over $132 million in funding for 215+ companies.

Nathan is a graduate of the University of Washington Michael G. Foster Business School with a Bachelor of Arts degree in Business Administration & Finance with an emphasis in entrepreneurial leadership and venture finance. He has been a consistent supporter and volunteer for his alma mater, serving as a sponsor and judge for the UW Buerk Center for Entrepreneurship Business Plan Competition for many years and currently serves as President of the UW Entrepreneur Alumni Network.

Karen Landry, Silver Leaf Partners

Karen Landry is a financial industry entrepreneur with more than 25 years of experience focused on investment banking, business development, sales and marketing. Behind Karen’s success is her proven ability to create and maintain open and responsive relationships between investment managers and professional investors.


Karen is currently a Managing Director at Silver Leaf Partners, a provider of capital introduction services. She is also an Advisor to Benefunder, a marketplace for researcher’s and philanthropic donors. Karen has substantial experience in the healthcare industry, and
was formerly a Managing Director of a healthcare focused investment-banking firm.


Earlier in her career, Karen, co-founded Brad Peery Capital, an investment advisory firm
that managed three investment limited partnerships in the media and communications
industry. As a Principal, Investment Banker and Syndicate Manager of an affiliated broker-dealer, Brad Peery Inc., Karen established the firm’s investment banking department, and participated in over 250 underwritings.


Karen received her BS in Applied Economics from the University of San Francisco. She is a member of 100 Woman in Hedge Funds and an alumna of the Woman’s Syndicate Association. Karen is a California Investment Advisor at The Tilted Funds Group, and holds FINRA license Series 7, 79 and 63 at Silver Leaf Partners.