Family Office Forum, Zurich
The Speakers 2017
November 2016: 115 Family Offices met in Zurich: See the 2016 report here
Expect 100+ UHNWI and Family Offices.
No product presentations or specific pitches - topics covered are key issues of Family Offices,
such as Asset Allocation, Operations and Tools.
And click here to see speakers from the 2016 Conference
Hon Julia Gillard AC
Chair, Global Partnership for Education
27th Prime Minister of Australia
Australia (SFO, Australia)
Julia Gillard was sworn in as the 27th Prime Minister of Australia on 24 June 2010 and served in that office until June 2013. ..................
As Prime Minister and in her previous role as Deputy Prime Minister, Ms Gillard was central to the successful management of Australia’s economy, the 12th biggest economy in the world, during the Global Financial Crisis and as Australia positioned to seize the benefits of Asia’s rise. Ms Gillard developed Australia’s guiding policy paper, Australia in the Asian Century. Ms Gillard delivered nation-changing policies including reforming Australia education at every level from early childhood to university education, creating an emissions trading scheme, improving the provision and sustainability of health care, aged care and dental care, commencing the nation’s first ever national scheme to care for people with disabilities and restructuring the telecommunications sector as well as advancing a national broadband network. In foreign policy, Ms Gillard strengthened Australia’s alliance with the United States, secured stronger architecture for the relationship with China, upgraded Australia’s ties with India, and deepened ties with Japan, Indonesia and South Korea. Ms Gillard has represented Australia at the G20, including winning Australia’s right to host the 2014 meeting, the East Asia Summit, APEC, NATO-ISAF and chaired CHOGM. Under Ms Gillard’s leadership, Australia was elected to serve on the United Nations Security Council. .
Ms Gillard is the first woman to ever serve as Australia’s Prime Minister or Deputy Prime Minister. In October 2012, Ms Gillard received worldwide attention for her speech in Parliament on the treatment of women in professional and public life.
Ms Gillard is a non-resident Distinguished Senior Fellow with the Center for Universal Education at the Brookings Institution in Washington. In February 2014, Ms Gillard was appointed chair of the Global Partnership for Education, a leading organization dedicated to expanding access and quality education worldwide. Ms Gillard also serves as Patron of Camfed, the Campaign for Female Education, which tackles poverty and inequality by supporting girls to go to school and succeed, and empowering young women to step up as leaders of change.
Ms Gillard also serves as an Honorary Professor at the University of Adelaide, and is Patron of the John Curtin Prime Ministerial Library in Perth, Western Australia. Ms Gillard is a member of the board of directors of Beyond Blue, which is committed to helping Australians understand and manage anxiety and depression. Ms Gillard is Patron of the Layne Beachley Aim For The Stars Foundation, which supports girls and women to invest in their future to fulfill their potential. Ms Gillard serves on the Board of Governors of the Committee for the Economic Development of Australia.
n recognition of her public service, Ms Gillard was awarded a Companion in the Order of Australia in January 2017.
Ms Gillard’s memoirs, My Story, were published by Random House in September 2014. The second edition of her book was published in July 2015.
Cherie Blair CBE, QC
Founder and Chair
Omnia Strategy LLP
Cherie Blair CBE, QC is the Founder and Chair of Omnia Strategy LLP, a pioneering international law firm that provides strategic counsel to governments, corporate and private clients.....................
She is a Queen’s Counsel and wife of former British Prime Minister Tony Blair.
With over 35 years’ experience specialising in dispute resolution and human rights, Cherie has represented over 30 governments as well as many well known individuals, families and multinationals. Through Omnia Strategy, Cherie now helps her clients to find elegant solutions to complex problems.
Cherie is also the Founder and Patron of the Cherie Blair Foundation for Women, a charity that provides programmes for women entrepreneurs in developing and transition countries.
Cherie studied law at the London School of Economics and was appointed Queen’s Counsel in 1995. In 2000, she was one of the founders of the ground-breaking Matrix Chambers before going on to launch Omnia Strategy in 2011.
Cherie has appeared in the European Court of Justice and in multiple Commonwealth jurisdictions and also lectures internationally. Among others, she is the Chancellor Emeritus and Honorary Fellow of Liverpool John Moores University; Governor Emeritus and Honorary Fellow of the LSE and Chancellor of the Asian University for Women.
Cherie sits as an Honorary Chair of the World Justice Project, she is an advisor to the B-Team and is an Independent Director of Renault Group.
In 2013, she was awarded the CBE in the New Year Honours for her services to women’s issues and charity.
Dr Hazel Henderson
Ethical Markets Media
Hazel Henderson D.Sc.Hon., FRSA, is founder of Ethical Markets Media, LLC (USA and Brazil), a Certified B Corporation. ................
She is a world renowned futurist, evolutionary economist, a worldwide syndicated columnist, and author of award-winning Ethical Markets: Growing the Green Economy (2006) and eight other books. She created the Ethical Markets TV series in global distribution at www.films.com, the EthicMark® Awards, the Green Transition Scoreboard® and co-created Ethical Biomimicry Finance®.
Her editorials are syndicated globally by Inter Press Service, and her book reviews appear on SeekingAlpha.com. Her articles have appeared in over 250 journals, including Harvard Business Review, New York Times, Christian Science Monitor, as well as journals in Japan, Venezuela, China, France and Australia.
Since becoming a full-time media executive in 2004, Hazel has stepped down from many of her board memberships, including Calvert Social Investment Fund (1982-2005), the Social Investment Forum and the Social Venture Network. She has been Regent's Lecturer at the University of California-Santa Barbara, Horace Albright Chair in Conservation at the University of California-Berkeley, and advised the U.S. Office of Technology Assessment, the National Academy of Engineering and the National Science Foundation from 1974 to 1980.
She remains on the International Council of the Instituto Ethos de Empresas e Responsabilidade Social, Sao Paulo, Brasil; is a fellow of the World Academy of Art and Science and the World Business Academy; and is an Honorary Member of the Club of Rome. She shared the 1996 Global Citizen Award with Nobelist A. Perez Esquivel of Argentina. In 2007, she was elected a Fellow to Britain’s Royal Society of Arts, founded in 1754.
In 2010, 2012, 2013 and 2014, she was honored as a "Top 100 Thought Leader in Trustworthy Business Behavior" by Trust Across America. In 2012, she was honored with the Reuters Award for Outstanding Contribution to Development of ESG & Investing at TBLI Europe. In 2013, she was inducted into the International Society of Sustainability Professionals Hall of Fame.
Her 2014 monograph, Mapping the Global Transition to the Solar Age, published by ICAEW and Tomorrow’s Company, UK, is available for free download from www.ethicalmarkets.com.
Ingo is the European representative for the GIIN, the Global Impact Investing Network. He is a seasoned PE/VC and impact investor and a recognized expert in this area................
Ingo serves as an advisor and board member of numerous companies, funds, UHNW and family offices. He is on the Investment Committee and part of the team that founded the LeapFrog Financial Inclusion Fund, a specialized emerging markets investor managing $1bn+. Furthermore, he is a German National Advisory Board member of the G8 Social investment task force.
Ingo has more than 20 years of international experience in M&A, private equity and strategy in financial services and technology. He has a trackrecord of managing PE-backed digital businesses as CEO, CFO & COO as well as Head of M&A/Global Corporate Development at Swiss Re. He has also had a long career in leadership roles in GE Capital and has been the Investment Director for Softbank’s Venture Capital fund.
Media Tenor Ltd
Roland Schatz is Founder and CEO of Media Tenor Ltd., the Research Institute of InnoVatio Verlags AG, www.mediatenor.com..................
With over 120 employees and offices in Beirut, Boston, Hanoi, London, New York, Pretoria, St. Petersburg, Tianjin, Vienna and Zürich, Media Tenor is the leading provider of ongoing international media content analysis, including in-depth analysis of new and traditional global media content.
Mr. Schatz has a Masters in philosophy, economics, history and political science from the University of Fribourg and Bonn. Aside from a background in journalism and numerous entrepreneurial ventures, Mr. Schatz has served as trustee for the Education Africa Foundation in Johannesburg, the Innovation Institute in Pretoria and the Board of E-Standards in New York.
In 2008 the UN High Advisor President Sampaio appointed Roland Schatz as Global Media Expert. Together with Prince Ghazi of Jordan he founded the C1WorldDialogue Foundation in 2009 www.c1worlddialogue.org. In 2010 Schatz launched the Global Media Impact Center in Boston, enabling PhD students to write their thesis based on the more then 100 Mio datasets of ongoing Media Analysis. In 2013 he was appointed Senior advisor to the UN General Director developing and implementing the perception change program at the UN. In Feb 2016 he founded the United Nations Global Sustainability Index Institute Foundation, UNGSII, www.ungsii.org.
He is teaching strategic communication management and perception change at universities in Augsburg, Atlanta, Berlin, Bonn, Lugano and Prague, since 1990. He publishes regularly on Reputational Risk, Financial Sentiment and Media Impact, recently in Washington Post, Harvard Business Review, Business Day, etc. Since 2009 he hosts together with UN Academic Impact the Unlearning Intolerance Masterclasses.
Viktoriya is the Founding Partner of TA Ventures, a venture capital fund, investing in innovative seed-stage/Series A web and mobile tech companies mainly in the USA and Europe..................
As of June 2017, TA Ventures has 100+ companies in its portfolio and has achieved 29 exits. Portfolio highlights: Azimo, Dreamlines, FinanzCheck, NU3, SumUp, Wallapop. TA Ventures is focusing on SaaS, Marketplaces and DeepTech in FinTech, TravelTech, Digital Health and other sectors.
TA Ventures actively helps its portfolio companies and partners with setting up fully proprietary, cost-efficient R&D centers in Ukraine/Europe.
Viktoriya is the founder of Code Club Ua, President of Odessa International Film Festival, Founder and Chairman of the Supervisory Board of Ukrainian Film Academy.
SFO advisor (UK)
Gabriel Stein graduated from Stockholm School of Economics in 1980. In 1981 he worked at the Israeli Ministry of Finance international relations department...................
From 1982 to 1990 he ran Stein Brothers, a public affairs and economics research consultancy, first in Stockholm and (from 1990) in London. From 1991 to 2012 he was chief international economist of Lombard Street Research where he helped set up the company's world service. During this time, he wrote and commented on all major world economies. From 2012 to 2014 he ran his own macroeconomic forecasting consultancy, Stein Brothers (UK). From 2014 to 2016 he was Director, Asset Management Services at Oxford Economics; and from October 2016 to August 2017, he was Managing Director, Developed Markets Research at 4Cast RGE.
He is a senior fellow of the Adam Smith Institute. From 2013 to 2016 he was visiting professor in the Department of Economics at Royal Holloway University of London; and from 2013 to 2016 he was senior non-resident fellow at the Chongyang Institute for financial Studies, Renmin University, Beijing.
He has an MA in military history from Buckingham University and has written a novel which has received numerous kind letters of rejection.
Eva Helene Yazhari
Co-Founder and CEO
(SFO and not for profit fund, USA)
Eva Helene Yazhari is a Co-Founder and Chief Executive Officer of Beyond Capital Fund and a member of the Investment Committee. ...................
Throughout her career, Eva has been involved in management and investment efforts in both non-profit and corporate settings. She is currently ensuring that the capital allocated from the Beyond Capital Fund portfolio is put to effective use in accordance with due diligence best practices.
Eva was previously a Vice President at EnTrust Capital Inc., an asset management firm where she worked on the fund of hedge fund investment team and specialized in due diligence and portfolio construction. She holds regular roundtables in Los Angeles and Switzerland for banks, foundations and individuals, in addition to being a panelist at SOCAP and numerous family office conferences. Eva is also a member of Toniic, a global network for impact investors and the Young Presidents' Organization Social Enterprise Network Ambassador for the Americas.
Eva graduated from Barnard College, Columbia University with a B.A. in Mathematics, and lives in Dallas, Texas.
Co-Founder and COO
Oculus Financial Intelligence
Yousef Al-Majali is a co-founder and Director of Oculus Financial Intelligence and serves as Chief Operating Officer of the company..................
Yousef is fluent in Arabic, speaks basic Mandarin and holds a BA in International Relations from the University of Exeter. He brings significant financial markets, company operations and business development experience to Oculus as well as extensive market experience internationally, having worked out of the Levant, the GCC Region, North Africa, Malaysia, Azerbaijan, and The Far East as well as the United Kingdom. Yousef has experience as a Private Equity professional, Hedge Fund Analyst and entrepreneur in the defence, security and intelligence sectors.
Yousef began his career as an entrepreneur, founding Salim Security Group Ltd, a private security company registered in the Hashemite Kingdom of Jordan. Between 2008 and 2011 Yousef also worked closely with Skytech International (also known as Skytech Helicopters) an international defence equipment brokerage based in Belgium.
He later co-founded Communication Management Consultants Ltd, also registered in the Hashemite Kingdom of Jordan.
By 2012 Yousef was Chief Operating Officer of a Private Equity investment brokerage and principle investor focused on the Middle East and South East Asian regions. In his capacity as COO Yousef was also the Middle East Director for and Board Representative to EON Reality Inc. (www.eonreality.com), a company registered in the State of California. In 2014, prior to co-founding Oculus, Yousef was a senior equity analyst for Camargue Capital Management LLP, a global long/short equity Hedge Fund based in London.
Leader Family Office Services, EY
Peter Brock is the Executive Director and Leader Family Office Services in Germany, Austria and Switzerland at EY, Ernst & Young GmbH Wirtschaftsprüfungsgesellschaft in Düsseldorf. ......
Since over 20 years Peter works in Investment Banking / SME Corporate Finance transactions and in Private Banking initially at Deloitte in London, the WestLB-Group, HSBC Trinkaus, Sal. Oppenheim and with IMAP M&A Consultants.
Since June 2012 Peter Brock set up the global and multidisciplinary services offering for Family Office Services at Ernst & Young. He advises Family Offices and entrepreneurial families regarding holistic services around tax and audit, but also setting up and structuring a Family Office, risk management / controlling, succession issues, family governance and M&A advisory or Real Estate transactions.
Rupert Boswall is the Chairman/Senior Partner of RPC, an international commercial law firm which works closely with Family Offices and UHNWs on direct investment M&A mandates, resisting tax challenges from government revenue services and resolving disputes..............
As well as in UK/Europe, RPC has particularly strong connections in Saudi Arabia/the GCC, Singapore/Indonesia, Japan and Hong Kong/China. RPC works closely with Oculus Financial Intelligence in recovering assets or damages where Family Offices have lost money in questionable circumstances.
Tortoise Capital Advisors
David Berenger is vice president of European business development at Tortoise and coordinates the firm's European expansion efforts......
David has more than two decades of financial services experience, most recently serving as a product specialist at La Française International, a division of the CMNE group headquartered in Paris. Previously, David spent 10 years in the European Distribution division of Fred Alger Management, where he was responsible for the oversight of the private bank, multi-manager and advisor relationships throughout Europe.
David has a Bachelor of Science degree in psychology and economics, and a Master of Business Administration degree from the Stern School of Business at New York University.
Aitua O. Ekhaese
North Hill Advisory Partners
Aitua Ekhaese is the Managing Partner of North Hill Advisory Partners, a London based Investment Advisory firm focused on the Family Office sector..........
Prior to North Hill, he was a Partner at Havenvest Private Equity Middle East Limited ( formerly HSBC Private Equity Middle East Limited) , a private equity firm focused on growth capital and buyout opportunities in the MENA region. Prior to Havenvest, Aitua was a Director at Aspen Advisory Services Ltd; a London based private family investment office. Before Aspen, Aitua was the Head of Investment Banking and Co-Head of Corporate Finance at Saudi International Bank, London.
Aitua is a qualified Chartered Accountant and holds a BA in Economics from the University of Manchester in the UK.
Yes We Can Youth Clinics
Piet Jansen’s career is drenched in social engagement. His first venture was the set-up of a conglomerate of private language schools for students............
after which he also helped setting up a youth and student travel agency. In both cases, his drive was to make sure young people would see the world before getting tied down with a job or family duties. Funny enough, he always spends 7 years on a venture before moving to the next.
In between his commitment to Yes We Can Youth Clinics and his previous projects, he coached & consulted a variety of multinationals and medium sized companies on strategic HR issues.
Most of all, he wants to help as many children and families getting out of deadlock situations. Asking him about his altruistic nature, he responds: “as we are all connected, helping you ultimately means I also help myself. In that sense, I am not altruistic at all. It just makes me happy if I can make even the tiniest difference in the lives of others.” Over the years, YWCYC has successfully treated thousands of 13-25 year olds suffering from complex behavioural disorders, addictions and behavioural problems.
Dominik von Eynern
Blu Family Office
Dominik has more than 15 years of experience in financial derivatives, principal investment and business development. He comes from a business family now in the 5th generation............
Dominik began his career as a structured derivatives marketer for Merrill Lynch and Nomura. He has since held senior positions at a volatility strategy hedge fund and a Swiss based asset manager. Dominik became a Partner of Blu Family Office in 2013 and manages many of our strategic and business development functions.
Dominik holds a BA in Economics from the University of Augsburg (1997) and a Masters in Financial Engineering from the Goethe University in Frankfurt (2000).
Dr. Julia Balandina Jaquier
Author of Catalyzing Wealth for Change: Guide to Impact Investing
Julia is a recognized expert in impact investing and a trusted adviser to some of the largest HNW families, private foundations, international banks, and the Swiss and the UK Governments...........
She is an adjunct professor at the University of St. Gallen, an author of one of the first books on impact investment (2011), and a member of several boards and Investment Committees, including at SIFEM (the Development Finance Institution of the Swiss Confederation) and Unilever. She started her career at McKinsey in 1993, then managed the European private equity business of a large institutional investor, and pioneered and led an impact investment fund, prior to starting her strategic consultancy practice in 2010.
Her latest book, Catalyzing Wealth for Change: Guide to Impact Investing for HNW Individuals, Family Offices, Foundations, and Family Businesses, has been published in May 2016.
Brunswick International Finance (UK)
A specialist Mortgage Broker for 15 years, having worked for a large international bank, a national Mortgage Broker and International Financial Service providers................
In 2008 he started Willow Private Finance, which was established to bring together his experience and contacts in dealing with HNW individuals/ families, offshore and expat clients and latterly founded Brunswick International Finance. He provides a truly holistic service by advising on residential, commercial, development, bridging & Lombard lending.
Prof Dr Peter Lorange
Dr. Lorange is currently Honorary President of the Zurich Institute of Business Education, former Lorange Institute of Business Zurich, of which he was founder and Chairman from 2009 to 2015.................
Previously, Dr. Lorange was president IMD, from 1993 to 2008. He is currently Emeritus Professor at IMD. He was Professor of Strategy at IMD and held the Nestlé Chair and subsequently the Kristian Gerhard Jebsen Chair of International Shipping. He was formerly president of the Norwegian School of Management (BI) in Oslo. Mr. Lorange was affiliated with the Wharton School, University of Pennsylvania for more than a decade in various assignments, including director for the Joseph H. Lauder Institute of Management and International Studies and The William H. Wurster Center for International Management Studies, as well as The William H. Wurster Professor of Multinational Management. He has also taught at the Sloan School of Management (M.I.T.), IMEDE (now IMD), and the Stockholm School of Economics.
Mr. Lorange serves on the board of directors of several corporations including Marsoft International A/S, Keystone and Globalpraxis. He received his undergraduate education from the Norwegian School of Economics and Business, was awarded a Masters of Arts degree in Operations Management from Yale University, his Doctor of Business Administration degree from Harvard University, and has been awarded 6 Honorary Doctorates.
CEO & Founder
Aradhana is a global authority on the travel, tourism and hospitality industry with 17 + years of experience in four continents across 50+ different countries...................
In 2014, she was chosen and featured as one of the 50 most influential next generation leaders who will likely define the future of the hospitality industry by Swiss Economic magazine Bilan. Aradhana is founder and CEO of Aptamind Partners (previously Bridge.Over Group) a specialist Strategic Hospitality & Tourism Consulting practice that advises ambitious leaders in family offices, governments, private investors and international organisations on hospitality related investments. Aptamind works in over 60+ countries, spanning Europe, Asia, Middle East, and Africa providing critical direction and insight that translates into measurable business growth.
Aradhana serves as Special Advisor to the Board of World Tourism Forum Lucerne and is Chairwoman of the Board for the Global African Tourism Summit. She also serves on the Board of ETC which is a charity that beautifully weaves together her passion for Africa with the purpose of educating the children - a cause very close to her heart.
Christian Stadermann studied history and economics in Munich, Pisa and London. He has been working in the financial sector with banks and family offices for more than 20 years....................
At Deutsche he was assistant to the chairman, in equity sales and head of the International Private Banking desk in Frankfurt. At Sal.Oppenheim he covered family wealth across all asset classes.
During his 6 years in Switzerland he served complex and taxed wealth from German UHNWI, before running HQ Trust, the multi-family office of the Harald Quandt Family. In 2012 he started his own business LOGOS PATRIMON, introducing the concept of a virtual family office for wealthy families in Germany.
Michael Von Stumm
Kurt A. Engelhorn
Mr. Michael von Stumm is nowadays an advisor to Kurt A. Engelhorn and his family on their investments and philanthropic activities. This covers a number of interests including property, private equity, art and classic cars...................
Michael’s background is in the insurance industry where he worked for many years with a particular focus on art risk management. During this period he lived in Cologne, New York, Milan and London.
Michael holds a Master’s Degree in Industrial Administration from Union College in Schenectady, N.Y., USA and an MBA from Ludwig-Maximilian-University in Munich, Germany.
Founder and Executive Director
Dan Choon is a visionary technology enthusiast focused on strategy & technology while executing on imminent synergies between Europe and Asia....................
Dan is Executive Director of Dyan, a private investment office for Asian and European families. Dyan is specialized in technology investments with a focus on technology transfer, applications and growth in the South East Asian region. Dyan Sarl and its investment arm Cycle Management Sarl and Cycle Investments S.A. are based in Luxembourg with offices opening in Singapore. Dyan Private Investments align strategic interests of East Asian and European investors. Dan is Dyan’s visionary, builder, and cooperation enhancer. He leads the strategic and corporate development of Dyan and takes care of portfolio development and strategic cooperation. He supports both Families and strategic investors regarding their cross-border technology investments.
Prior to Dyan, Dan co-founded Venionaire Investment GmbH, a Venture Capital Fund based in Vienna investing in high-tech start-up companies in Europe. Previously, Dan also founded Ganzfeld, and worked as a technology M&A specialist, performing technical due diligence and IT consulting. Dan developed technology investment strategies for international customers and analyzed technology investment opportunities in Europe and selecting. At age 15, he co-founded an award winning project for gifted students (Heidelberger Life-Science-Lab).
He has lectured in Microeconomics at the Baden-Württemberg Cooperative State University Mannheim (DHBW).
Tempest Film Production
Helge is CEO of newly founded Tempest Film Production and Distribution in Munich and Berlin....................
1956 Born in Cologne
1975 Studies in law and politics in Munich, Geneva and Paris
1979 Freelance journalist, radio host and TV producer for 15 years
1989 Law firm established in Munich and Cologne, specialized in entertainment & copyright law, later becoming the law firm Sasse & Partner with offices in Hamburg, Cologne, Munich and Berlin
1991 Co-founder of the later TV production conglomerate Me, Myself & Eye AG
1993 Co-founder of broadcaster VIVA TV (AG), shareholder and member of the board, sold to VIACOM in 2004
2006 CEO of Senator Entertainment AG
2014 CEO of newly founded Tempest Film Production and Distribution in Munich and Berlin
Dr Thorsten Querg
Since May 2016 Member of the Advisory Board RIAM Alternative Investments, Frankfurt....................
Since July 2015 Founder of DVC StartConsult GmbH, Berlin
Since January 2014 Senior Partner FOCAM AG Strategic Asset Allocation
Since March 2011 Member of the Investment Committee VERIUM AG, Zurich Strategic Asset Allocation
2009 to 2013 Member of the Board/CIO FOCAM AG, Frankfurt
2005 to 2006 FINANCIAL CONSULTING, Berlin/Frankfurt Strategic Asset Allocation for Family Offices
2005 to 2017 KINDERNOTHILFE e.V., Arbeitskreis Berlin Charity work
2003 to 2005 HENDERSON GLOBAL INVESTORS Ltd., Frankfurt Head of Retail Sales & Marketing Germany & Austria
1999 to 2003 FRANKLIN TEMPLETON INVESTMENT SERVICES GmbH, Frankfurt Key Account Manager Germany
Since 1992 FINANCIAL CONSULTING, Berlin Founder
Ph D in History (FU Berlin)
Master in Political Science, Journalism and History (FU Berlin)
Astrid von Soosten
Head of Resource Development
European Molecular Biology Laboratory
Astrid von Soosten, CFRE, is Head of Resource Development at the European Molecular Biology Laboratory, the premier European life sciences research institute.....................
She is passionate about putting money to good purposes and has advised HNWI on philanthropic engagements in Europe and the US. She is active in a variety of professional associations and hopes to make a lasting contribution to raising the profile of philanthropy in Germany and Europe. Astrid’s career in raising financial support for educational institutions in Europe, Asia and the US spans 20 years and she has served as president and trustee to a variety of educational institutions. She has also mentored young fundraisers and has spoken at international conferences on the theme.
Astrid holds a third degree black belt in Aikido - a so-called ‘martial art’ that is aimed at conflict resolution. Her training in what Aikidoists prefer to call the ‘art of peace’ is an important element in how she conducts professional affairs.
In another life she was trained as a sinologist at Ludwig-Maximilians-University in Munich and Fudan University in Shanghai. She holds a master’s degree in Chinese studies and speaks Chinese fluently to this day.
Director of International Investments
Ipek Mutlu is the Director of International Investments at Esas Holding and serves on the firm’s investment committee...........
Prior to joining Esas in 2017, Ms. Mutlu worked for Virgin Management, Richard Branson’s family office, for 4 years. Previously, she was part of Blackstone’s Private Equity team in London. Before that, she worked for FTV Capital, a growth equity fund in New York. She started her career as a Business Analyst at the Strategy & Corporate Finance Practice in Mckinsey & Company’s New York office.
Ms. Mutlu earned her MBA degree from Harvard Business School and BA degree, cum laude, in Economics and Spanish from Harvard University.
QC Partners GmbH
Harald Bareit is managing director and shareholder of QC Partners GmbH.............
Previously he held the position Head of Asset Management with Kepler Capital Markets (now: Kepler Chevreux), where he was already in charge for alternative investment products (largely uncorrelated to traditional shares and bond investments). Prior the business graduate worked as senior portfolio manager at Lupus alpha Alternative Solutions GmbH and at DZ Capital Management GmbH.
As CFA charterholder he held the position as president of the CFA Society Germany – the largest professional association for professional investors and portfolio managers in Germany. As a part of a worldwide network the society holds approximately 122,000 members.
Chairman & Founding Partner
A native of Brooklyn, New York, Robert Rubinstein is a longtime resident of The Netherlands. In 1999, he founded a company to introduce the then-radical concept of sustainable investing..............
This concept became the foundation of TBLI Group – Triple Bottom Line Investing. From its early days, the aim of this small company was and is unabashedly global: To create an inclusive values based economy. The aim is to maximize investment flows into sustainability initiatives by showing the opportunities triple bottom line investing offers to investors.
It seeks nothing less than to reeducate the financial world that on the opportunities triple bottom line investing offers to investors.
TBLI pushes forward the notion that a truly sound investment is one that provides, not just financial rewards, but social and environmental ones, as well. Since then, the concept is now a household name in the financial world. For more than 18 years, TBLI Group has built the ecosystem for the Impact Investing and ESG community through advisory, educational and networking services. Mr. Rubinstein is the Chairman and Founding Partner of TBLI Group Holdings B.V. with headquarters in The Netherlands. The Company was founded in 1998 with the mission of integrating ESG and TBLI into the culture and strategy of international corporate business and investment companies. Mr. Rubinstein has been instrumental in championing Sustainable and IMPACT investment dedicated to solving social issues. Prior to TBLI, Mr. Rubinstein had an extensive career in publishing. He founded the first bicycle magazine in The Netherlands, FIETS in 1981, and Source magazine in 1995, a publication focused on integrating “profits and principles” as a message to the business community. FIETS and Source were based in Amsterdam, The Netherlands. FIETS was sold to VNU Magazines and it is still in circulation today. Mr. Rubinstein taught courses in Sustainable Finance at the Rotterdam School of Management from 2003–2006 and in his career has delivered many lectures at international business schools and universities. Rubinstein is a tenacious public speaker on both TBLI and ESG at global conferences and has been asked to speak at numerous engagements including the Global Reporting Initiative, the inaugural Impact Investing Israel Summit and World Pension Council in Singapore. TBLI was asked to organize a session at COP21, Paris in December 2015 and more recently, Mr. Rubinstein was invited at the request of Natural Step, a leading advisor on Sustainability for the Swedish corporate sector attended by King Carl XVI Gustaf of Sweden. Rubinstein, who lives in Amsterdam with his wife and two sons, was the founding publisher/editor of five magazines, the most recent of which was Source, the first European management magazine devoted exclusively to corporate social responsibility. Rubinstein was Chairman of the Swift Prize of the King Boudewijn Foundation and a commissioner for the State of the World Commission on Globalization. He has served on the boards of numerous organizations, including the Ethical Markets TV editorial advisory board, IMSA (International Sustainability Consultancy), the 3IG International Interfaith Investment Group, the BNP Paribas Investment Partners (ESG), Tellspec, and the ASN Foundation.
Senior Investment Analyst Vice-President
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.
It seeks nothing less than to reeducate the financial world that on the opportunities triple bottom line investing offers to investors.
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.
Stephen J. McCarthy
KCG Capital Advisors
Stephen J. McCarthy is the Managing Director of KCG Capital Advisors, a family investment office/foundation administration venture that he co-founded with his late father, John M. “Jack” McCarthy...............
a former Co-Managing Partner/CIO of Lord Abbett & Co. (a $144 billion AUM partnership established in 1929). Mr. McCarthy has over forty years of diversified professional experience in both the financial services and foundation management sectors. Before establishing the family run entity in the mid 1990’s, for almost a twenty-year period, he held senior executive positions in the strategic planning, credit/risk management, business consulting, capital markets and retail brokerage arenas at PaineWebber, Security Pacific, Deloitte, Citibank and Bache respectively.
During the past twenty years in the wealth management arena, Stephen has appeared on CNBC’s “High Net Worth” program with Tyler Mathisen and “Bloomberg Business” with Tom Keane, presented at multiple investment conferences for Campden/IPI, FOA, Institutional Investor, IIR/Lido Consulting, Prestel Partners and IMI among others, has written for Trust and Estates magazine and has been quoted frequently in Barron’s, Investment News, Spectrem and Family Wealth Report. Simultaneously, during two decades in the philanthropic/social impact field, Mr. McCarthy has been a planning team member/panelist at the Council on Foundations (COF) Family Foundation Conferences, an organizer/presenter at the Association of Small Foundation (ASF) events, an advisor to the National Center for Family Philanthropy (NCFP), a group discussion leader/board member of Philanthropy New York (PNY) and an award winning mentor/coach/semifinal judge at the annual $300K NYU/Stern Business Plan Competition, where he specializes in the social entrepreneurship track.
An honors graduate of Chaminade HS, Stephen received a Bachelor of Arts in dual majors - Economics and Government - from Wesleyan University, was granted a Master of Business Administration in Finance from the Leonard N. Stern School of Business at New York University and completed an EE Certificate Program in Entrepreneurship/Venture Capital Investing at the University of Pennsylvania’s Wharton School. Mr. McCarthy is trustee of his family’s 30-year-old private foundation, represented his clan as a long-time member of the Institute for Private Investors (IPI), is a founding member/original trustee of The Greenwich Roundtable (GR) and a cofounder of The Gotham Triangle (TGT). In addition, he is President of Shaking The Tree (STT) Interactive Productions (www.shakingthetree.org) and a Partner/Executive Producer with Matthew Miele’s Quixotic Endeavors (QE) film production company featuring corporate/individual biopics such as “Scatter My Ashes at Bergdorf’s”, “Crazy About Tiffany’s”, “Harry Benson: Shoot First”
Formerly CEO Vodaphone Europe
CEO T Mobile USA (UK)
Humm is an artist and investor. He has had a solo exhibition at London's Riflemaker, Hix and Saatchi galleries in addition to group shows in London and Germany..............
Humm is also Senior Adviser for Antin Infrastructure Partners London, Chairman for Eurofiber NL and Board member for Shine Technologies, Israel.
Previously, Humm served as Vodafone's CEO for Europe from 2012 to 2015.From 2005 to 2012 Humm held various executive roles with Deutsche Telekom and later as the CEO of T-Mobile USA from 2010 to 2012.
From 2000 to 2002, Humm was an executive with the online retailer Amazon, where he held roles as Managing Director for Amazon Germany and France, and VP Europe. From 1992 to 1999, Humm was an executive with the grocery retailer Tengelmann in Germany, where he became a member of the Executive Board in 1996 and in 1998 CEO of their food-discounter, Plus. From 1986 to 1992, Humm was with the consulting firm McKinsey & Company in Germany and Los Angeles.
Humm started up various companies, such as Gourmondo.de (2002) an online grocery retailer in Germany.
After studying Philosophy and Business in Germany at the Saarland University and at the University of Michigan in Ann Arbor, Humm began his career in 1982 at Procter & Gamble. In 1985 he received his MBA degree with distinction from IMD Business School in Switzerland.
Humm was born in 1959. He is German, his mother is Belgian. He has three children from his first marriage.
Head of EMEA
(SFO and not for profit fund, USA)
Simon is the Head of EMEA for Oxford Place, a boutique firm which for the last 15 years has been advising the most significant families in the world on their hardest task, how to successfully transition wealth from one generation to the next....................
Statistics show that 70% of families fail to transition their wealth to the second generation and 91% to the third generation. The main reason for this failure is that most families focus their attention on their Financial Capital to the detriment and often exclusion of their Human Capital.
Prior to joining Oxford Place as head of EMEA, Simon was Head of the Family Office for the Kanoo Family, one of the oldest, most respected and wealthiest trading families in the Middle East, which is in its sixth generation with 125 years of trading history.
Simon’s 25 year career encompasses the military as a Coldstream Guards officer, a Chartered Accountant (ICAEW) with Ernst & Young, a senior manager in the family owned Swire Group (based in Hong Kong and Papua New Guinea) and a Partner and Trust practitioner at the highly respected international trust services firm Rawlinson & Hunter.
Simon is also a qualified leadership and performance coach.
Dr. Konstantin Mettenheimer
PMB Capital Ltd. London
Konstantin Mettenheimer advises international investors, entrepreneurs, families and family offices on questions of strategy, structure, corporate finance and succession.......................
He is trustee and board member for a select number of large European families. He is partner and chairman of PMB Capital Ltd., London. He is attorney at law and tax advisor.
From 2013 until 2015 Konstantin was partner at Edmond de Rothschild Private Merchant Banking LLP.
From 1986 until 2013 he was partner at Freshfields Bruckhaus Deringer, the international law firm and served as the firm’s worldwide chairman from 2004 to 2010. Under his leadership the firm – with 5,000 employees - almost doubled profit per share. He advised board members of key public and private clients, considering structural, corporate, regulatory and tax issues, and finding practical solutions to commercial issues. From 2000 until 2004, he was Freshfields’ Managing Partner for Germany, Austria and Eastern Europe. From 1986 until 2000 he has been trusted advisor to leading international public and private companies on tax issues around M&A, reorganizations and financings.
He has a deep understanding of economic, financial, legal, leadership and family issues about which he also lectures. He assists large international family owned groups on strategic questions of ownership, governance, investments, succession planning, transactions and financing.
He is chairman of Common Purpose Deutschland e.V., trustee of the John Boyer First Troop Philadelphia City Cavalry Memorial Trust in the U.S. and on the advisory board of Goethe Universität in Frankfurt. He received the Medal of Honor from Bucerius Law School (Hamburg, Germany) in 2008. He is married and has three children. Before his legal and business studies, Konstantin served as an officer in the German Army and the US National Guard.
Qualifications and education - Konstantin studied law in Freiburg and Geneva, received his doctoral degree in 1987 and his degree as tax advisor (Steuerberater) in 1990. He graduated with an MBA from the Wharton School (USA) in 1983.
Languages German, English and French.
Deepak Lalwani OBE
Deepak Lalwani is Chairman at Lalcap Ltd which is based in London and specialises in India investments............
He was elected as a Member of the London Stock Exchange 30 years ago and is only one of two persons from India to have been elected. He is regarded as an authority and pre-eminent contributor on the India economic story. He is a qualified UK accountant. For over 22 years he has authored the influential "India Report".
Deepak was honoured in New Delhi with the prestigious "Bharat Samman Pravasi Award" by the NRI Institute. He was awarded an OBE in The Queen's Birthday Honours List 2010 for services to UK's financial services. He comments on TV, radio and in the press about India and chairs and speaks at many high level seminars in the UK and at MBA programmes of major UK business schools.
Copia Agro & Food Ltd
Ohad is a managing partner at Copia Agro & Food, an Israeli impact fund that invests in proven technological projects developed in Israeli research institutes.............
Copia matches to each project suitable industrial partners and transforms the technologies into commercial products and processes.
Ohad gained his experience in management and business during 18 years at Zeraim Gedera, an Israeli leading seed company, 8 of them as its CEO. He transformed it from local to multinational, initiating its successful sale in 2005 to Markstone Capital and in 2007 to Syngenta.
In 2009 Ohad co-founded UniVerve, which developed and patented a highly efficient microalgae biomass production technology. Ohad still acts as the Chairman of the company, which is active in Israel, Asia and the US.
Ohad holds a joint Executive MBA degree from Kellogg Management School, Northwestern University of Chicago and Recanati School of Business, Tel Aviv University, as well as a B.Sc. in Agriculture from the Hebrew University of Jerusalem.
As a seasoned and visionary leader, with a proven track record, Ohad is a board member of various Israeli Agricultural and Hi-tech private and public companies. He contributes from his experience in implementation of innovative business models, driving profit and growth as well as governance issues.
Syndicate, Investments & Partnerships
Rajaa has been a PE investor since 2002, working as a GP in funds and co investing / advising Families in direct opportunities, out of London until 2015 and from Luxembourg since 2016..............
She is part of the Investment Team at Kharis Capital, a family office-backed firm that focuses on Consumer Mid Cap investments, where she leads Partnerships with Families, among others.
Rajaa is a passionate trainer, public speaker and advocate for PE, an asset class she believes should be demystified and better understood by the wider public, as a value and job creator industry. Rajaa is on the Board of the Luxembourg PE association, LPEA, where she co initiated the www.lpeainsights.lu conference cycles.
Rajaa supports several initiatives in Africa, as a Trustee of Positive Planet UK and a Board Member of family-backed fintech start up Koosmik.
She is a graduate of HEC Grande Ecole and holds an INSEAD MBA. Rajaa is fluent in 5 languages including French, German and Spanish.
Founding Partner, CEO
Arno is the founding partner and CEO of FCF. He is responsible for the strategic direction and positioning of the company, also working directly with the financial community and FCF’s clients towards successful transactions...............
Prior to FCF, Arno was a Managing Director and a junior partner of the German investment banking boutique Viscardi AG, where he was head of the technology team. He also held various positions with at US banks SG Cowen and JP Morgan & Co.
Arno received his MBA in finance from Pace University, New York, his Bachelor in finance from Florida Atlantic University, Boca Raton and his “Vordiplom” in international business from Private Hochschule für Internationales Management, Bad Homburg.
Global Canopy Programme
Andrew W. Mitchell is the Founder Director of the Global Canopy Programme in Oxford and Senior Adviser to Ecosphere Plus (E+), an impact investment and marketing company specialising in environmental assets.................
He is an international thought leader on tropical forests, climate change and natural capital. He is the co-founder of the Natural Capital Finance Alliance, a global coalition of banks, insurers and investors designing tools to manage natural capital risks and opportunities within their portfolios.
Dr Thomas Bodmer
Thomas works as a cultural manager in Austria and Switzerland. He also runs a business in real estate and accompagnies two start ups in the IT industry..................
Thomas is a member of several boards of cultural institutions as the Salzburg Mozarteum Foundation.
Dr Alfred Scheidegger
Partner & Founder
Nextech Invest Ltd
Before founding Nextech Invest Ltd. in 1998, Scheidegger was managing director and member of the board of the Swiss Federal Institute of Technology (ETH) Zurich, Switzerland...................
Earlier he served as the first managing director of the Swiss Supercomputing Center (CSCS), and lead an international drug-discovery project at Ciba-Geigy (today Novartis), Japan. He is co-initiator of Venture 98, the first Swiss national business plan contest. Scheidegger holds a PhD in biochemistry and microbiology from the University of Basel, Switzerland, has completed a post-doctorate research fellowship in enzymology at the University of Kyoto, Japan, and an executive training program at Harvard Business School, USA. He has over 15 years of investment experience in the biotechnology industry.
Currently, Alfred Scheidegger is on the board of directors at Cleave Biosciences, Molecular MD (observer), Dottikon ES Holding and Rising Tide Foundation. Past board representations include Agensys (acquired by Astellas), Ganymed Pharmaceuticals (acquired by ATS, later Astellas), MacroGenics (NASDAQ: MGNX), Sunesis Pharmaceuticals (NASDAQ: SNSS), Tetralogic Pharmaceuticals (NASDAQ: TLOG), and Tracon Pharma (NASDAQ: TCON).
Dr. Christin ter Braak-Forstinger, LL.M.
Christin is the founder of PVA Advisory, an independent Philanthropic- and Impact Investing Advisory Firm based in Zurich (founded in 2011)....................
Christin has 15 years of experience as a financial lawyer and project manager for HNWI and a deep knowledge and personal passion in the area of philanthropy and impact investing. She also has extensive grass-roots experience in Africa.
Christin is the author of several books and peer-reviewed articles in banking law, philanthropy and impact investing. She completed her post-graduate study at Duke Law School and wrote her Doctoral Thesis at Harvard Law School. She is a regular lecturer at Universities and speaker at panels.
Privately, Christin is the co-founder and president of an Austrian, Swiss and Ghana based NGO supporting vulnerable children in Africa (www.braveaurora.com). Her private NGO received several renowned awards including the Human Rights Award 2014 of the Upper Austrian Government. The Int. Alpbach Forum Austria elected her as one of the 40 Young Emerging European Leaders 2014.
Founder and director
Tereza Mirovičová is the founder and director of boNGO Worldwide....................
Through volunteering in a community project in Africa, Tereza found a passion for education development. In 2005 she moved to Malawi and started boNGO Worldwide – organization implementing innovative and low cost educational concepts improving the standards of education.
Tereza is an performing artist and sings in local Malawian language Chichewa in order to bring attention to boNGO. https://www.youtube.com/watch?v=bfkhMXaoTUE
She produced a Malawian feature film B’ella. http://www.kviff.com/en/programme/film/318503-bella/
Managing Director Germany
Johannes Nagel is managing director Germany for AcadeMedia, Northern Europe's largest private education provider...................
He has in the past been a Founder and Director at Nobel Education Network, a network of international private primary and secondary education boarding schools in Germany, Austria, Portugal, Turkey, Oman and Vietnam for more than 5 years. In addition to this since 2011, Johannes is the Managing Director of Step Kids Education, a private Kindergarten chain in Germany.
From July 2006 to Mar 2010, Mr. Nagel served as the Co-founder and Chief Financial Officer at Phorms Management, a company headquartered in Berlin that operates bilingual, German-English nursery, primary, and secondary schools. In this position, he was responsible for finance, the set-up of a private fund and the operational management of several school sites.
Prior to 2006, Mr. Nagel has held various management positions in the IT-Sector and worked as a consultant at AT-Kearney in Germany, predominantly dealing with telecom clients and mobile phone business. He has over 20 years of professional experience, specializing in founding and growing new companies in the education sector.
Dr. Matthias Uhl
Chief Investment Officer
FLYNT Bank AG
Matthias Uhl is Chief Investment Officer at FLYNT Bank AG, the first tech firm to obtain a Swiss banking license..................
He is also a lecturer in portfolio management at the University of Zurich and at the Swiss Finance Institute.
Previously, Matthias has worked at UBS Wealth Management and UBS Investment Bank, Deutsche Bank, and the Swiss Economic Institute at ETH Zurich. Matthias holds a Ph.D. in applied macroeconomics and behavioral finance from ETH Zurich, a Master of Science from Oxford University and two Bachelor of Arts degrees from the American University of Paris.
Matthias has published his research on behavioral finance in various academic journals, such as the Journal of Portfolio Management, the Journal of Behavioral Finance and the Journal of Investing, among others.
Family Next Gen
Educated in five countries with an MFA in Business International Relations, BA in Arts and PHD in Psychology, Ksenia has a deep understanding of working between multiple cultures..................
She maintains a global perspective combined with a professional yet personal and focused approach to business. Ksenia is the sole representative of Inflot and RMP-service Icebreaker tours in Europe and a co-founder of non-profit company called See Change, working with business, academia, philanthropists and non-profits to solve complex sustainability challenges, travels to remote locations with fragile ecosystems to highlight global environmental issues, collect evidence and produce content for television and digital media.
She is passionate about the environment and has been an active member of Greenpeace since the age of 12, now holding two ambassador roles for The Water Smart Foundation and The Anthony Robbins Foundation.
Shelly Kapoor Collins
USA National Women´s Business Council
Shelly is a technology entrepreneur and founder of Enscient Corporation, specializing in Security and Business Development for the Public Sector...................
As CEO, Shelly combined her two passions, politics and technology, to launch Root Square, an innovative fundraising platform using gaming to enable political candidates and non-profits to raise funds across social media sites.
Shelly has recently been appointed as Vice Chair of the Women in Public Service Project 50x50 Leadership Circle launched by Secretary Hillary Clinton, and is helping to develop women leaders in government and civic organizations on a global level. In 2012, Shelly served in a number of appointed and advisory positions for President Obama, including as a National Co-chair for Technology. She also serves as a Technology Advisor to the India-Senate Caucus.
Shelly is a Truman National Security Project Partner, mentor in the New Leaders’ Council, and a staunch advocate for STEM education to junior high students, especially young girls. Shelly has the honor of being named to the Forbes 2013 list of 40 Women to Watch Over Forty. Prior to Enscient, Shelly was at Oracle Corporation for 10 years, in the Government Education Healthcare (GEH) practice. She holds an M.S. and B.S. in Management Information Systems from the University of Maryland College Park.
Kallas Asset Management
Mr. Wilkens is Managing Director of Kallas Asset Management, the private investment arm of Kallas SA..................
A 34 year old family owned and operated Brazilian real estate development and construction firm based in São Paulo, Brazil. He has 16 years of experience in institutional finance and risk management.
Prior to Kallas, he was a fixed-income trader at Goldman Sachs where he managed a multiple billion dollar balance sheet. He also co-founded Vine Street, an investment management and global futures firm and Blue Ivy Ventures, a Yale University alumni venture capital firm that supports the Yale entrepreneurial community.
He has a B.A. in Political Science from the University of Arizona and an M.B.A from Yale University.
Shmuel Chafets is General Partner at Target Global, a multinational Venture Capital firm with over $500m under management and offices in San Francisco, Berlin, Moscow and most recently, Tel-Aviv...................
He is also the Chairman and Co-Founder at SAM, an IoT Cyber Security company.
Prior to joining Target Global, Shmuel was a Partner at the Berlin based Hasso Plattner Ventures, where he invested in companies such as iZettle and Hansoft and served as a Board member in DreamLines and reBuy.
Prior to that, Shmuel was a partner at Giza Venture Capital in Tel Aviv where he invested in companies such as Soluto (sold to Asurion), Vishal.ly and other early stage internet ventures. Together with Giza, Shmuel founded GPV, a pioneering Warsaw based Venture Fund, where he also lead investment pertaining to internet and software. Shmuel was also co-founder of LocaLoco (sold to Say Media Group), a social gaming start up, targeting emerging markets.
Shmuel started his career as strategic consultant at GCS and a consultant for several members of the Israeli parliament and government.
Adrian Daniel has been a portfolio manager and member of the Absolute Return Team at MainFirst since 2012....................
He is the primarily responsible portfolio manager for the MainFirst Absolute Return Multi Asset and advises institutional investors with absolute earnings targets. The focus of his work in the team is strategic asset allocation, the analysis of commodity markets and security selection. From 1996 to 2012, Adrian Daniel served as a portfolio manager at DB Advisors, Deutsche Bank Group.
He is a banking specialist, a Certified European Financial Analyst (CEFA) and a Certified International Investment Analyst (CIIA).
Marcus is a media entrepreneur and producer. His work includes 500 tv-commcercials and over 30 feature films. ...................
He works as a consultant, author, runs a real estate business and is business angel investor for several start ups. Together with Thomas Bodmer he founded the Next-Floor GmbH.
Senator h.c. Andreas Schweitzer
Arjan Capital Ltd
Management of own investment in the renewable energy sector in Iran since 2009 and regular presence in the country...................
On the ground support to mid-size and large cap companies executing their Iran activities in Iran, acting as their Iran-CEO office, board member or other for their Iranian company.
M&A and Corporate Finance. Support European companies in identifying target or partner companies and support closing of transaction.
Teach a quarterly workshop on how to re-connect Iran to the international business community at the Faculty of Entrepreneurship of the University of Tehran.
Nominated as a representative for 2016 – 2019 in Europe of EDI Iran, the Iranian Investment and Economic Development Committee whose mission is accommodating and supporting incoming investors to Iran.
Nominated in 2015 as Honorary Senator to the Bundessenat für Wirtschaft und Technologie® (German Federal Senat for Technology and Economy).
Founder & CEO
Beinhoff & Co. AG
Lenka Beinhoff, ACFWA, ACFBA, TEP, is Founder and CEO of Beinhoff & Co. AG in Zurich (www.beinhofffamilyoffice.com), a Swiss Family Office, specialised on advising international families on the management..........
structuring and transfer strategies of family wealth and business into the next generations. Beinhoff & Co. guides families to build a successful family dynasty and to integrate the next generation into the family business and wealth accelerating their own success while keeping the family harmony.
Before founding Beinhoff & Co., Lenka worked as Vice President at Rothschild Bank & Trust in Zurich and prior to that for Credit Suisse Asset Management. She is a member of the Faculty of the Family Firm Institute (FFI) and of the Swiss Society of Trust and Estate Practitioners (STEP). Lenka speaks German, English, Russian, Czech/Slovak and enjoys learning Chinese with her next generation of the Beinhoff family.
Oliver N. Hagedorn
Founder & CEO
Oliver is the founder and since 2003 CEO of avesco. In addition, he is founder of the Rating Agency Sustainability Intelligence and co-founder of the Healthcare Think Tank Die Brückenköpfe, both of them based in Berlin...........
As a recipient of several awards of excellence issued by leading rating boards since 2003, Oliver leads the avesco Private Investment Office. avesco offers solutions and consulting services to entrepreneurs out of the millennial and baby boomer generation and NPOs which are focused on alternative investment strategies as well as sustainable and impact investing.
Born into a family of entrepreneurs in 1966 in Zurich, Oliver was raised in the province of Swabia, Germany.
At younger age he already was eager to gain experience in investments and his fascination for business and the financial markets grew steadily and has not left him up to this day. After having founded two trade firms, Oliver went on to deepening his expertise at the University of Mannheim, while continuing to gather practical experience in asset and business management. In all his consulting and investing activities today, Oliver applies analytical, prudent and future-looking thinking and combines it with entrepreneurial spirit.
Prof. Dr. Dr. Peter Sester
University St. Gallen and Advisor
Prof. Dr. Dr. Peter Sester is the Lemann Professor for International Business Law and Law & Economics as well as a Director of the Institute for Public Finance, Fiscal Law and Law and Economics at the University of St. Gallen (Switzerland)........
Before taking this position, he was a director of the Institute for Law & Finance at the Goethe University in Frankfurt am Main (Germany).
As an independent advisor and experienced lecturer he works for law firms, corporations and family offices. Furthermore, he advises regulatory and self-regulatory bodies in the financial sector (recently the Brazilian stock exchange). He is an expert in the field of international and European capital market law as well as regarding legal issues arising around family offices (structuring, governance, dispute resolution). An essential research topic and subject of his consulting practice refers to the impact of the European capital market law in third countries, particularly Switzerland. In addition, he engages in the (legal) design of family offices in a cross-border context. Regarding the aforementioned topics he is currently working on practice handbooks, both as editor and as author.
Holding a PhD in both law and economics Peter Sester focuses on interdisciplinary tasks such as the design of organizations (corporations, financial intermediaries, family offices etc.) and financial products. Beyond that he has been publishing extensively on the Brazilian economy and its legal order. He is regularly lecturing and consulting on Brazil related issues.
Peter Sester is a German national, Swiss resident and native German speaker. He is fluent in English, Portuguese and French and has a good knowledge of Spain.
President and CEO
With more than 34 years of entrepreneurial success, Kerry Adler has built a venerable career as a widely recognized and award winning business leader.......................
Considered a true visionary and trailblazer in the renewable energy industry, Kerry is a vocal and public champion of solar energy’s global growth potential.
As one of the first entrepreneurs in North America to advocate for a viable renewable energy industry, Kerry initially founded SkyPower in 2003. SkyPower has since grown into SkyPower Global, the world’s largest utility-scale solar developer.
Under Kerry’s leadership as President and Chief Executive Officer, SkyPower’s vibrant growth continues in more than 60 countries around the world, helping communities meet their increasing needs for new investment in cleaner, non-emitting solar energy solutions. Since its inception, SkyPower has closed on over USD $5 billion in renewable energy transactions. With over 25,000 MW of solar projects in various stages of development, SkyPower has flourished to be a global industry leader.
A trusted and sought after industry advisor, Kerry continues to be instrumental in the success of the Green Energy Act and Feed-in Tariff (FIT) Program. With Kerry’s input, Ontario became North America’s first jurisdiction to have comprehensive clean energy legislation.
With many accolades amassed over the span of his impressive entrepreneurial career, Kerry was most recently honoured with the Clean50 Executive Award for his outstanding contribution to sustainable development and clean capitalism. The Canadian Solar Industries Association named Kerry the Solar Advocate of the Year in 2010.
Profit Magazine named Kerry the Chief Executive Officer of Canada’s Hottest Start-up (2002) and President and Chief Executive Officer of one of Canada’s Hot 50 Companies (2003). At the 2002 Profit GrowthCamp, Kerry was named Canada’s Hottest CEO. Previously, Kerry was awarded the UN Global Young Entrepreneur Award at the United Nations’ World Summit of Young Entrepreneurs.
Kerry currently acts as a board member, advisor and angel investor to numerous start-up companies in emerging technology, software, media and infrastructure industries. He is also an accomplished speaker at universities and industry and government events, as well as a contributor to numerous professional journals and textbooks.
Kerry’s proven business leadership spans across multiple industries around the globe. His previous experience includes Founder, President and Chief Executive Officer of Webhelp Worldwide, an international BPO solutions group, which today has grown to over 22,500 employees and revenue approaching USD $1 billion. Before founding Webhelp in 1999, Kerry served as Chairman and Chief Executive Officer of SITEL Canada and Executive Vice President, office of the President of SITEL Corporation, a leading NYSE-listed CRM company with more than 24,000 employees in 18 countries. Prior to that, Kerry served as Executive Vice President of Canadian Telephone Company and President of Corpfon Cellular, Canada’s first cellular reseller network.
Educated in both the USA and Canada, Kerry studied at Bryant University and Concordia University, with specializations in Marketing and Management, and Economics (Honours).
Caroline L. Beinhoff
Second Generation Member
Caroline Beinhoff is the member of the second generation of the Beinhoff Family.........
who proactively took on her role as an Ambassador for Beinhoff Family Office (www.beinhofffamilyoffice.com) counting to the Arising Next Generation of the Young Family Business Leaders. Caroline participates in our own NEXT GENERATION ACCELERATIONTM program and has a co-lead in a new family start-up which focuses on exploring the relationship between the brain functioning and the family DNA influencing the behaviour and the performance of a multi-generational family.
She studies at the Kantonalschule Enge in Zurich with focus on economy and business. She speaks Slovak, German, English, French and Chinese.
West 4 Capital Management
Mr. Granit brings substantial experience in investments management and the development of innovative financial products, currently serving also as president and Co-Founder of Mixer Work & Lounge shared office venture..........
Mr. Granit’s previous positions include serving as a board member at a SICAV Investment Fund , board member at Tetractys Ltd. (a leader in the development of proprietary algorithmic trade strategies), the Managing Director at London- based investment company (seeded by a single family office), Managing Director at Migdal Capital Markets (the asset management arm of Israel’s largest insurance/finance group) where he was responsible for alternative investments and innovative products.
Furthermore, Mr. Granit served as an Associate Attorney at the New York office of White & Case LLP’s M&A group, and at the New York office of Butzel Long PC’s Corporate, M&A and Israel practice groups. Mr. Granit holds a Masters of Law from the New York University School of Law (Valedictorian), and a Joint Degree, LL.B. in Law and B.A. in Business Administration from the Interdisciplinary Center, Israel. Mr. Granit is admitted to the New York Bar and Israel Bar.
West 4 Capital Management
Mr. Eilot brings over 20 years of business experience and leadership in various roles from wealth management, investments, strategy and M&A...........
In his previous role, Mr. Eilot served as Partner and Head of Wealth Management at iAngels, where he led and managed Investor Relations, Business Development, Marketing and Communication. Prior to that, Mr. Eilot developed his managerial skills and investment experience at Merrill Lynch, Yahoo, NICE Systems and Conduit.
Before his business career took off, Mr. Eilot served as an F-16 fighter pilot in the Israeli Air Force for eight years. Mr. Eilot holds a B.A. in computer science from the Interdisciplinary Center (IDC) Herzliya and an MBA from the Wharton School of the University of Pennsylvania.
Advisor Fund Company
Founder of Advisor Fund Company. Manager of the fund Advisor Multihedge. Previously financial adviser at Skandia.
Yaron Kniajer is a Managing Director at Rhodium, a private investment firm focusing on high growth, Israeli driven ventures.......
Yaron possesses extensive operational and investment experience both in Israel and internationally. Prior to Rhodium, Yaron worked in London as an investment banker at Lehman Brothers’ Telecom & Media Group. Before joining Lehman, Yaron was the CFO of an Israeli technology company and a Manager at Ernst & Young.
Yaron holds an MBA from the London Business School (Distinction), and is a Certified Public Accountant.
Founder & CEO
Alexander Schemann is the Founder and CEO of the Munich based industrial holding Armira........
Focusing on direct equity investments in privately-held, medium-sized “Mittelstand” businesses in Germany, Austria and Switzerland, Armira invests in established, profitable companies typically generating up to EUR 500m in sales. Before founding Armira in 2008, Mr. Schemann has worked for Goldman Sachs in Frankfurt and London as well as Ermgassen & Co and the Boston Consulting Group.
He earned his law and economics degree at LMU Munich, ICADE Madrid and HEC Lausanne. He also spent one semester at Brown University immersing himself in English, Psychology and Poetry.
Sassorossi, Fraschetti & Associati
Clarissa is member of the fourth generation of Sassorossi, Fraschetti & Associati Italian family office open since 1932, professionally involved in company law, tax and business advising........
Clarissa is an active member in her school (International School of Florence) associations for the advancement of ideas in a teenage environment as the Student Council and the newspaper Tuskan Time with the mission to improve the everyday students life and the students environment in and out of school. She also takes part in international association and conferences as the Model of the United Nation Conferences (MUN) and Model of International Crime Court Conferences (MICC).
She studies at the International School of Florence focusing on history, politics and languages. She speaks Italian, English, Spanish and French.
Dr Antoinette Sarasin Gianduzzo
Director of Biomolecular Restoration, Nutrition & Lifestlye
Antoinette Sarasin Gianduzzo completed her post-graduate studies with distinction in human nutrition at the Swiss Federal Institute of Technology (ETH) and her Doctoral Degree at the University of Zurich's Institute for Veterinary Pharmacology and Toxicology. ........
She has received additional trainings in nutrition, health and prevention as well as communication and coaching. Antoinette Sarasin Gianduzzo acquired a broad experience in nutrition related diseases as a product manager in the pharma industry for prescription medication in the fields of diabetes, obesity and cardiovascular diseases. She specialised in nutritional, health & lifestyle coaching, sustainable weight management, burnout prevention and resource management and is known as keynote speaker at conferences and corporate events and is published on a variety of nutritional and healthy lifestyle topics. She is a member of the Swiss Society for Anti-Aging Medicine and Prevention, and the Swiss Society for Nutrition.
She and her team of physicians provide Double Check clients with innovative complementary Rebalance and Rejuvenation Programmes. These individually tailored programmes have unique detox, preventative, revitalising and anti-aging effects. Every individual has a complex and unique biochemistry which needs to be carefully balanced in order to feel truly healthy and happy. Therefore, Antoinette Sarasin Gianduzzo and her expert team use comprehensive laboratory tests to analyse and identify any deficiencies individual biochemical profiles and metabolic stress factors. Taking into account any other symptoms, these results are then used to create a tailored plan, which is as unique as our fingerprints, to significantly and sustainably improve and maintain physical, emotional and cognitive well-being.
Antoinette Sarasin Gianduzzo has in-depth knowledge and passion for health, prevention and vitality, the talent to motivate people towards successful lifestyle changes, and the sensitivity required to anticipate their needs.
Martina Neef is an entrepreneur, investor and advisor on entrepreneurship, education, startups & economic development.........
She uniquely combines a diverse background in engineering and business. This background and her appreciation for both developed and emerging countries have afforded her with the opportunity to work across industries and continents. Martina is an active advocate & mentor for global entrepreneurship. Her passion is entrepreneurship education with a focus on fostering the entrepreneurial mindset, competences and skills of adults and school children alike. She is supporting youth entrepreneurship in Germany via her non-profit initiative Rock it Biz.
Martina is the founder and CEO of several companies. Before becoming an entrepreneur and angel investor she worked as a project executive for a marketing agency in the San Francisco Bay Area serving technology companies such as Apple, Acer & Sony. Martina advised Latin American investors & Ministries of Economy and Tourism on economic & business development projects. In that role Martina worked with the state-owned company FONATUR as well as on the initiative to bring back Formula One to Mexico. Over her career she successfully helped build new businesses & initiatives in Latin America and Europe.
Martina is a member of various boards including the female advisory board of the HVB/ Unicredit, where she is focusing her time on the Future Skills Initiative.
Technology Opportunity Partners Bedrock SA
Richard founded TOP in partnership with Bedrock, to invest in iconic, blue chip, private, internet-related companies..........
Since launching TOP, Richard has had primary responsibility for deploying c. 100M$ in equity in leading tech companies. Before TOP, Richard was an active direct investor in both early- and late-stage technology businesses.
Richard joined Index Ventures in 2001 where he was a partner in the life science practice. Prior to Index, Richard built Europe’s largest specialty pharmacy - MediService – which was acquired by Galenica. From 1990 to 1993 Richard worked in Zurich for McKinsey & Co.
Richard graduated with an AB in Economics, History and an MA in International Policy Studies from Stanford University.
CEO, President of the Board of Directors
Wojciech Szczepaniak is an energetic, innovative and pioneering European businessman who is educated in the area of law and finance.........
He began managing his own business in 1998 when he also began his first joint-venture with investors from different countries. Since then, he has successfully occupied senior management positions in many companies across several industries. Wojciech is particularly active in the health care sector and has taken the lead role in developing and expanding a chain of private clinics and hospitals, including cardiology and cardio- surgery clinics. His experience also covers projects from various areas of medicine including oncology and neurosurgery.
At Double Check he represents the interests of his holding company, Medical Investments Partners, who controls his medical businesses. In an interview with Forbes in 2015, Wojciech said: “My first contact with clients always starts from recognising his needs, because the solutions I design are always tailor-made”.
Wojciech is focused on developing projects in the area of anti-ageing medicine, biomolecular restoration and genetics. He fully supports recent innovative research and findings which demonstrate that these medical areas have enormous potential to improve patients’ quality of life.
CEO, President of Managing Director
Deutsche Bank (London)
Matt Sadd arrived in London from his native New Zealand in ’98 and for the last 19 years has built a career structuring, pricing, underwriting and syndicating a colourful variety of debt financing transactions.........
...across an encyclopaedic range of sectors / geographies / asset security type and capital stack positions. He is a staunch adopted pro-European having worked for both the German national team (Deutsche Bank) and the Azzurri (Unicredit).
Now back with the German squad he currently focuses on the origination and execution of financing to privately held companies for Deutsche Bank’s own balance sheet as part of the Key Client Partners group.
SFO, Italy, France, CH
Christina-Anne Kyosti is the Chairwoman of the family office and an active impact investor......................
Born in Denmark to a French-Italian family and educated in England and the United States, Christina-Anne trained as a physician and a strategist before assuming the leadership of the family office. A proponent of impact investments as an alternative to traditional family philanthropy strategies, she leads flagship value chain portfolios in Energy & Environment, Health Care and Education.
Bill has 30 years’ experience in the life sciences sector, including as a senior executive and international commercial business leader with Johnson & Johnson’s Transfusion Medicine business......................
.......(Ortho Clinical Diagnostic Systems) and as Vice President, Worldwide Sales & Marketing, with J&J’s Therakos division. Bill also served as Vice President, Marketing for Genzyme Genetics.
Prior to Velico, Bill took a break from life sciences corporate assignments and launched Cambridge Executive Services, Inc., a global retained search firm serving the Life Sciences industry, further expanding his network in the Transfusion Medicine, biotech, pharmaceutical, medical devices, and animal health sectors. Bill earned a B.B.A. from the University of Pennsylvania, Wharton Undergraduate Division, and completed the International Executive Program at Duke University.
His current role at the helm of Velico Medical has enabled him to align his passion and purpose to build a profitable company delivering lifesaving transfusion products that have the potential to save millions of lives.
Michael Ackerman is the CEO of Ecoforests Canada. His forestry investment expertise dates back to more than 10 years..........
He obtained his international business degree from Schulich School of Business at York University in Toronto, Canada. Followed by a program on negotiation from Said Business school at Oxford University.
He has spent the last 10 years advocating and promoting forestry investments world-wide. Mr. Ackerman is also the founder of PMA International, a leading trading company in Canada and Co-Founder of Urban Forest a digital platform that raises private capital in order to improve the forest area of the City of Toronto.
His commitment for a better planet has brought him important partnerships with the likes of Mckinsey and Co, Warnell School of Forestry, Bayer Crop Science and the Clinton Foundation.
Prof. Dr. Dr. h.c. Christoph Stueckelberger
President and Founder
Geneva Agape Foundation
Christoph Stückelberger (born 1951) is Founder, was Executive Director (2008-2016) and is President (since July 2016) of the global network on ethics “Globethics.net Foundation”........
Based in Geneva/Switzerland and with ten offices on four continents. He is Executive Director of Geneva Agape Foundation in Geneva, mainly with partners in China. He is Prof. (em.) at the University of Basel, Distinguished Professor at the Technical University MEPhI in Moscow, Visiting Professor at GOU University in Enugu/Nigeria and at Kingdom Business College in Beijing/China. He got his doctor honoris causa (Dr. h.c.) from the UPC University in Kinshasa/DR Congo for his long-term engagement in Africa.
His main fields of research are economic/business ethics, trade ethics, finance ethics incl. tax ethics, political ethics, development ethics, environmental ethics and philanthropy. He published as author and editor many books and hundreds of articles on applied ethics, among others “Ethics in Higher Education” (eds. With Divya Singh, 2016), “Responsible Leadership” and four volumes “Global Ethics Applied (1500 pages), all downloadable for free on www.globethics.net/publications.
He was Director of the Swiss Development Organisation “Bread for all” (14 years); Director of the Institute for Theology and Ethics of the Federation of Swiss Protestant Churches (4 Years); Editor-in- chief of a large Magazine (8 Years); Founder and President of Transparency International Switzerland; Member of the Commission for International Cooperation of the Swiss Government (14 years) and President of its sub-commission on WTO for several years; Member of the Swiss Ethics Committee on Non-human Biotechnology of the Swiss Government (9 years); Member and President of the Council of the Swiss Import Promotion Programme SIPPO to support imports from developing countries; President of the international microfinance institution ECLOF working in 30 developing countries (9 years); Founding President of the Swiss Association Church and Environment OeKU; member and consultant of various ethics committees of very large and small Banks (international, Switzerland, Germany, China) and a Sovereign Wealth Fund; consultant of international companies; member of Boards of academic Ethics Centers.
Dr. Tobias Reichmuth
Founder & CEO
SUSI Partners AG
Dr. Tobias Reichmuth is CEO and Founder of SUSI Partners AG, a EUR 750mn FINMA regulated asset manager in Zug/Zürich.........
Tobias founded SUSI Partners 2009 after several years of strategy consulting experience at The Boston Consulting Group. Parallel to his studies at the University of St. Gallen (lic . Oec . HSG/ CEMS MIM ) and the European Business School in Oestrich-Winkel (Dr. rer. Pol.) he founded his first company, which he sold in 2003. He is the editor of the book “Financing the energy transition“, where he contributed with several publications on the topic of sustainable investment opportunities for institutional investors and is a sought-after conference speaker.
He is also Chairman and Co-Founder of Crypto Fund AG and founding shareholder of Lykke, a Swiss-based cryptocurrency exchange. In March 2016, Tobias completed the Executive Program at Singularity University, Palo Alto (USA), where he gained a deeper understanding of blockchain and cryptocurrency developments. His investment success in cryptocurrencies since then has covered the costs for the trip many times.
Managing Director and Portfolio Manager
Tortoise Capital Advisors
Mr. Robert Thummel joined Tortoise Capital Advisors in 2004..........
He is a managing director and portfolio manager and serves as president of the Tortoise Energy Independence Fund, Inc. closed-end fund. He was previously the president of Tortoise North American Energy Corp. from 2008 until the fund was merged into Tortoise Energy Infrastructure Corp. in June 2014. He was director of finance at KLT Inc., a subsidiary of Great Plains Energy from 1998 to 2004 and a senior auditor at Ernst & Young from 1995 to 1998.
Mr. Thummel earned a Bachelor of Science in accounting from Kansas State University and a Master of Business Administration degree from the University of Kansas.
Jan Martin Hunderi
CEO & Founder
Jan Martin is a Norwegian serial entrepreneur and a long time practitioner of lean and low-cost start-ups, continuously leveraging new opportunities to improve on existing infrastructure and commercial opportunities...........
He recently founded DDFinance and co-founded Duvi AS, a fast growing Norwegian defined contribution pension company.
He believes financial services should be easy, effective and affordable to all. The finance industry should work in the interest of the people, not the other way around. Companies obtain sustainable competitive advantage by adhering to such realities, in combination with commercial and technological innovation.
Jan Martin has since 1991 been an advisor to Norwegian/French CEOs, been the key advisor to Russian/Ukrainian general managers of large industrial enterprises, co-founded, built and sold companies in UK and Norway, and was the original initiator of the Telenor insurance activity in Pakistan.
Jan Martin holds a MSc from the Norwegian University of Science and Technology and an MBA from INSEAD.
Dott. Ing. Maurizio Totta
Maurizio Totta was born in Torino, and graduated in mechanical engineering at the Technical University there............
He is fluent in Italian, German, French, English, Spanish, and is currently perfecting his Portuguese. He also has a CHPL (Commercial Helicopter Pilot License).
While he was finishing his studies, he started working for the family real estate company in Austria. Through a series of buyouts, the group became the main owner of Europe’s largest Shopping Mall, the SCS, Shopping City Süd near Vienna. He was the CEO of the SCS Holding AG from 1995 until May 2008, when the company was sold to Unibail-Rodamco.
Since 2010, while still involved in some commercial real estate projects, he has been focussing his activities on impact investments in biotech, renewable energy, sustainable forestry and land development in Europe and South America.
Dr. Issac Mathai M.D.(HOM.)
M.R.C.H (LOND.) Chairman
Managing & Medical Director
Dr. Mathai hails from a family with a tradition of Homeopathic practice spanning four decades............
He graduated from the A.N.S.S. Medical College - Kerala, India and took his M.D. (Homeopathy) from the Hahnemann Post-Graduate Institute of Homeopathy, London. Following this he took his M.R.C.H.(London) and joined as a physician at Europe's first and largest holistic health care clinic for over 10 years.
He studied Chinese Pulse Diagnosis and Acupuncture at the W.H.O. Institute of Traditional Chinese Medicine, Nanking, China. He also participated in the Mind-Body Medicine training programme at the Harvard Medical School in Cambridge, MA in the USA.
Dr. Mathai established the Bangalore Holistic Medical Centre in 1989 and has a patient network of over 10,000 covering 40 countries.
Dr Antoine Saliba Haig(HOM.)
Chetcuti Cauchi Advocates
Dr Antoine Saliba Haig is a legal associate at Chetcuti Cauchi Advocates, a leading European law firm based in Valletta and Nicosia, with offices in London, Zurich and Hong Kong.............
Dr Saliba Haig forms part of the firm's Residency & Citizenship practice, specialising in private client tax planning, wealth structuring and citizenship and residency planning. Dr Saliba Haig advises on Malta and Cyprus residency & citizenship programmes including the Malta Citizenship by Investment, Cyprus Citizenship by Investment, Malta Golden Visa, the Malta Global Residence Programme and buying property in Malta and Cyprus. Having written his doctoral thesis on the modes of acquisition and loss of citizenship in Malta.
Dr Saliba Haig also advises client on modes of obtaining Maltese citizenship through all naturalization and registration routes available including citizenship by birth, citizenship by marriage and citizenship by descent.
Founder and Managing Director
Joe DiPasquale is founder and Managing Director of BitBull Capital, the first cryptocurrency fund of hedge funds.............
BitBull Capital provides for its investors access, diligence, and education on a basket of the best crypto hedge funds, reducing risk and volatility while producing outsized returns.
Joe has been a cryptocurrency investor since 2013. He has a passion around education on the cryptocurrency space and produces video interviews with top crypto investors and technologists on his youtube, “Crypto Joe.”
Previously, Joe was CEO of Regroup, and worked in investment management, investment banking, and strategy consulting at Bain and McKinsey. He completed his BA at Harvard University and MBA at Stanford University, and now lives in San Francisco.