An advisory committee of people with deep institutional investment and asset management experience has been created for Keiretsu Capital.


ALexandria Albers

Alexandria J. Albers is a retired Managing Director of Morgan Stanley with a career spanning 33 years. Most recently she was the regional manager for Morgan Stanley Private Wealth Management group based in San Francisco and responsible for one of the largest regions in wealth management. She was a member of the PWM Executive Committee.  Her experience includes 8 years as Chief Operating Officer for Morgan Stanley Asia where she was responsible for overseeing operations, risk management, government relations, corporate communications and joint venture relationship management. She was responsible for establishing and executing the firm’s strategic initiatives and the firm’s presence expanded significantly during that period. Prior to her posting in Hong Kong, she worked in London and previously in New York in capital markets, institutional equity sales and divisional management.  Presently she is a member of the Advisory Board for Main Management LLC and is on the Board of Trustees for the Fine Arts Museums of San Francisco. She holds a BA in economics from George Washington University.  In 2008 and 2009, she was named as one of the Bay Area’s Most Influential Women in Business by the San Francisco Business Times.



Alison Davis is an Advisor to Keiretsu Capital and is co-founder of Fifth Era ( She is an experienced corporate executive, public company board director, an active investor in growth companies and a best selling author on the topics of technology and innovation. 



Mr. Goodeve is Chairman of Integral Securities, a leading mid-market investment bank, which is very active in raising capital to emerging growth companies across North America. He has raised over $30 Billion in capital, done 100+ acquisitions, 15+ turnarounds and 10+ IPOs. He has had senior board and operating roles in various public and private companies for leading Venture capital and Private Equity funds, been an advisory board member for 3 funds and is an active venture capital investor personally. He has been a board member of over 26 companies, both public and private, on 3 continents. Mr. Goodeve is the former Co-President of the second largest private equity and venture capital group in Canada. Mr. Goodeve was also an investment banker with a leading Canadian firm where he founded and ran the financial buyer coverage group, and an international strategy consultant with Bain & Company. Mr. Goodeve earned a Bachelor of Commerce (honors) from Queen's University (Canada) and an MBA from the Harvard Business School.

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Jim Lussier

Jim is Founder and Managing Partner of The Coast Ridge Group, an advisory and investment firm helping entrepreneurs, corporate and financial investors and executives in emerging technology to be more successful. The firm leverages Jim’s 30 year track record as corporate investment group leader, VC general partner, board member, entrepreneur, general manager, and strategy consulting practice leader.  Areas of expertise include: corporate governance and leadership, board of directors and advisors, innovation and venture capital program development and management, business strategy and planning, corporate development, business development and partnerships, fund raising strategy and execution, executive team development and general management.



Bernard is Managing Partner of CapGenic Advisors, CFO of Atrin Pharmaceuticals and Chief Business Officer of NovoBioPharma.  He is an active angel investor with the Philadelphia Chapter of Keiretsu Forum as well as with Mid Atlantic Bio Angels and Minority Angel Investor Network.

Bernie's entrepreneurial career spans a number of startups, three of which grew to over $50 million in revenue before liquidity events. He is a founder of one of the nation's leading entrepreneurial programs (MADV) at the Fox School of Business; director of Operative Experience, Axxia Pharmaceuticals, and RSportz; and has held a number of other board positions - both commercial and not-for-profit - throughout his career. With 38 years of experience in executive-level strategy, finance, and management, Bernie has senior merger, acquisition, capital formation, and licensing leadership experience with companies ranging from startups to Fortune 50s. He has substantial experience investing and guiding investments in entrepreneurial companies and has led capital formation totaling more than $538 million and strategic and licensing transactions of over $7 billion in the past 22 years.


Denise Thomas

Denise founded ApplePie Capital to create a new, more efficient source of capital for franchise businesses. As CEO and Chairman, she oversees all aspects of the company.  Denise has more than 20 years of executive leadership experience in business and market strategy development. Her public and private company expertise spans the financial services, technology, healthcare, hospitality and online services industries, and she has led companies backed by leading venture capital firms, including Kleiner Perkins, Mohr Davidow and Sequoia Capital.  Denise has founded three other companies, and held executive and management positions with SharesPost, Healthiest You, Navigenics, LesConcierges, OffRoad Capital, Onyx Microcomputer, Post Communications, Kao Infosystems, and National Semiconductor.  She has been a guest lecturer at both the Stanford Graduate School of Business and the Haas School of Business, University of California Berkeley.