Author: David Teten

The Israel Tech Mission, founded by David Siegel, former CEO of Meetup and Investopedia, is organizing a mission to Israel for leading tech execs and investors. The trip will be led by Kevin Ryan, CEO and Founder of AlleyCorp, and former founder of DoubleClick, MongoDB, Business Insider, Zola, and Gilt Groupe. VC partners from First Round Capital, Gutter Capital, Blueline Ventures, SixPoint Capital, and Laconia Capital have already confirmed their attendance.

Preliminary agenda includes: 

• Visit to the Beit HaNassi to meet with President of Israel,Isaac Herzog
• Presentations from Google-backed Israeli startups. Meet with CEO of Google Israel, Barak Regev and Head of Google for Startups, Yuval Passov.
• Participants will have opportunities to network and connect with Israel-based founders and VCs, meet with Chairwoman of Azrieli Group, Danna Azrieli and Co-Founder of Apax Partners, Sir Ronald Cohen
• Guided tour by top IDF Spokesperson of Nova Festival site and Kfar Aza (Gaza Envelope community).
• Visit to Palmachim Airbase for an exclusive tour of the base, drones, and Iron Dome/Arrow Missile Defense Systems.
• Engage with community leaders who are shaping Israel’s future such as Gigi Levy-Weiss and Alan Feld
• Meet with Scholar Micah Goodman and 2024 Israel Prize Winner, Eyal Waldman.

If you have any questions or are interested in registering, please reach out to David Nakar, Executive Director of ITM, at dnakar@israeltechmission.org.

361Firm hosts its 9th New York Investor Conference on Oct. 10, 2024 at the new conference facilities of Polsinelli (600 3rd Ave.). You can see the agenda and attendance list and register now here.

Active Allocators can join as guests (see guidelines)

As the investment management industry has become institutionalized, an ecosystem of “GP seeder” investors have emerged who anchor-invest in emerging managers sometimes before their first close, in exchange for preferential terms.  We’ve also seen the emergence of “GP stakes” investors, who buy stakes in established firms, typically once they are at least a decade old.  Over $60 billion has been raised to date to acquire GP stakes of established private equity firms, with recent high-profile examples including Vista, Vistria, Clearlake, Dragoneer, TSG Consumer, Veritas, H.I.G., and L Catterton. 

Program:
6:00-6:30 Registration and Appetizers
6:30-7:15 Panel Discussion
7:15-7:45 Audience Questions
7:45-9:00 Informal Dinner/Mingling

RSVP

Speakers:

Andrew Coren is the Chief Financial Officer and Chief Compliance Officer of Gatewood Capital, a firm focused on investments in emerging managers pursuing alternative investment strategies. Prior to this role, he was a Director at Duff & Phelps in their Alternative Asset Advisory practice. Prior to joining Duff & Phelps, Andrew was a Vice President at CCMP Capital Advisors, a middle-market buyout and growth equity investor and spinout from JPMorgan Partners’. 

Scott Sherman, is a Co-Founder and Managing Partner of Mesa Lane Capital Partners, LLC, which  provides seed capital to early-stage VC funds. Prior to Mesa Lane, Scott served as Chief Legal Officer and a Member of Management Committee at Tiger Management L.L.C., Julian Robertson’s family office, from 2016 to 2023. Tiger managed an endowment style portfolio with a focus on providing seed capital to newly formed investment entities across asset classes. Before Tiger, Scott was a Managing Director at the Blackstone Group, where he worked from 2003-2016, overseeing due diligence and structuring for the firm’s multi-manager investment portfolios, in addition to helping form the firm’s mutual fund and seeding platforms. Scott obtained his JD / MBA from Columbia University.

David Teten is a Partner with Coolwater Capital, known as “Y Combinator for emerging VCs”. He is Chair of AltsTech, a community of investors in private companies using technology and analytics to generate alpha, and Founders’ Next Move, a community and set of resources for founders exploring new ideas. He was previously a Managing Partner with HOF Capital; Partner with ff Venture Capital; and Founder of Harvard Business School Alumni Angels of NY. He was previously a serial founding CEO with 2 exits.

Moderator
Jen Crystal is a partner in Proskauer’s Corporate Department and a member of its Private Funds Group. Her practice focuses on representing private fund sponsors across asset classes, including credit, venture, and private equity.  She advises on a wide range of matters, including fund formation and fundraising, firm operations, internal structuring and regulatory compliance. Prior to joining Proskauer, Jen was a Partner and General Counsel at technology focused venture capital firm WndrCo, and previously was the lead lawyer for PineBridge Investments’ U.S. Alternatives platform.

Check out the Bits & Pretzels Investor Summit in Munich, Sep. 30. Over 1,000 investors are attending, part of the Bits & Pretzels festival.

This is an annual application-only event for investment professionals – leading VCs, serial business angels and LPs. Speakers include Partners from Creandum, EQT, KKR, Lightspeed, Accel, Eurazeo, Index, OTPP, and many more.

GFMI proudly presents the , Sep 18-20, 2024, in New York. This conference promises an immersive exploration into the challenges, opportunities, and innovations surrounding ESG (Environmental, Social, and Governance) and sustainable investments. Speakers include heads of ESG from BofA, PNC, American Century Investments, US Bank, Oak Hill Advisors, Nuveen, Apollo Global, Pzena, Trillium, Fifth Wall, and many others. We’ll discuss:

Navigating Regulatory Complexities:

Delve into a comprehensive overview of the global regulatory environment within ESG and its profound influence on North America. Industry leaders will provide insights into effectively operating within fiduciary duties against a polarized view of ESG.

Biodiversity Investing Unveiled:

Gain practical insights into the financially material impact of biodiversity investing. Kinterra Capital will offer a comprehensive examination, providing a roadmap for integrating biodiversity considerations into investment strategies.

Transitioning to Net Zero:

Explore strategies beyond target setting as you establish a robust business plan for the transition to a net-zero economy. Nuveen will guide participants on effectively operating at the intersection between sustainability and portfolio management.

Opportunities within ESG Investment:

Independence Point Advisors will lead a discussion on uncovering opportunities within ESG investment, going beyond the challenges to identify areas for growth and positive impact.

Discounts for PEVCtech.com Network Members:

As a special offer, PEVCtech.com network members are entitled to a $200 discount (Investors Only). For more information and registration details, contact Ayis Panayi, Senior Digital Marketing & PR Executive, at ayisp@marcusevanscy.com, mentioning PEVCtech.com.

See you there!

I’m excited to speak at the upcoming Circulus Family Office Global Investment Summit on September 19th in NY!

Circulus is building on its digital platform of newsletters (5150 subscribers) and popular podcasts (No. 12 globally in family office podcasts) to bring family offices face to face to engage with the power of ideas and build enduring relationships.

We invite single family offices to apply for an invitation.  

We are thrilled to have Steven Tananbaum of GoldenTree joining us, and we also have some surprise speakers to be announced, so stay tuned. This will be a very special event.

APPLY for INVITE HERE

Agenda
8:00 am | Registration and Breakfast
8:45 am | Welcome: Joe Reilly, CEO, Circulus Group and Daniel DeWolf, Chair of the Technology Practice and Co-chair of the Venture Capital & Emerging Companies Practice, Mintz
9:00 am | Navigating the Market: Jon Caplis of PivotalPath interviews Jason Mudrick, Founder and Chief Investment Office, Mudrick Capital; Josh Resnick, Founder and Managing Partner, Jericho Capital; George Mueller Portfolio Manager Private Credit at KKR.
10:00 am | Fintech: Innovation and Challenges, with Jason Trigg, Arch Labs
11:00 am | The Big Picture: Torsten Slok, Chief Economist, Apollo Group in a fireside chat with Rebecca Patterson, former Chief Strategist at Bridgewater.
12:00 pm | Lunch
12:45 pm | Fireside Chat with Zoe Cruz, CEO, Menai Financial; interviewed by Joe Reilly
1:45 pm | Global Operational Efficiency in the Family Office: Erik Christofferson, Managing Director, Alti Tiedemann Global
2:45 pm | Keynote: Steven Tananbaum, CEO, GoldenTree; interviewed by Greg Coules, President and Founder, JG Coules Advisors
3:45 pm | Future of Venture Capital: Moderated by Daniel DeWolf, Alex Weiss,  Co-Founder of ClearSky, Michael Sidgmore, Broadhaven Ventures, Pierre Mordacq, The Gate Capital, Owen Davis from Contour Ventures, and Ben Freeberg from Oncology Ventures

4:45 pm | Networking and Cocktail Reception

(Agenda subject to change)

I’m excited to share that I’ll be speaking at the New York Principled Business Summit from September 18th-19th! This is a gathering for capitalists advancing capitalism.

Throughout the event, we’ll be engaged in sharing how different business leaders are using capitalism to advance prosperity. I’m excited to participate in this gathering with other leaders like John Mackey (Whole Foods), Steve Forbes (Forbes Media), Perth Tolle (Life+Liberty Indexes), and so many others!

If you want to be part of it, check out https://www.principledbusiness.org/newyorksummit.

Join us at the 1-day in-person Summit for Asset Management conference, with over 70 buy-side speakers:

Brian Fruh, Chief Information Officer and Head of Global Technology, Impax Asset Management

Olga Sudvarg, Global Head Of Strategy & Delivery& COO (Data), Invesco

Jeff Kazen, Head of Operations and Technology, Altrinsic Global Advisors LLC

Eugene Shuster, Chief Risk Officer for US, Nomura Asset Management USA

Michael Fastert, Chief Operating Officer & Chief Legal Officer TIG Advisors

Justine Leung, Chief Compliance Officer & General Counsel, Hawk Ridge Capital Management

David S. Bradley, Chief Operating Officer, Hawk Ridge Capital Management

John Polis, Chief Operating Officer & Chief Technology Officer, Star Mountain Capital

Dale Sang, Chief Technology & Operations Officer, MacKay Shields LLC

Gabriel Keiji Altbach, Chief Marketing Officer, Voya Investment Management

Evan Fire, Managing Principal, Chief Operating Officer, Pzena Investment Management

Cinda Whitten, Senior Managing Director, Head of Global Investment Operations, Nuveen

Paul Zajac, Global Head of Investments Technology, Invesco US

Serge Todorovich, General Counsel and Chief Compliance Officer, Shenkman Capital Management

Shoby Kelliher, Global Head of Enterprise Data, Janus Henderson

Robi Krempus, Global Head of AI, Manulife Investment Management

Andrew Onslow, Global Head of Investment Management Operations, Morgan Stanley Investment Management

Jane Conway, Managing Director, Head of Digital, Data and Enablement-Client & Product Solutions, Apollo Global Management

Nichole Graveen, Head of Investment Operations – Americas, Morningstar Investment Management

Iro Tasitsiomi, Head of Investments Data Science, Principal Data Scientist, . T. Rowe Price

Dave Frederick, Head of Americas Investment Compliance, Schroders

Vincent Catalano, Chief Markets Strategist, Stuyvesant Capital Management

David Ferreira, Head of Sales & Marketing, Hartford Investment Management Company

Lara Hoffmans, Managing Director Marketing, Diamond Hill Capital Management

David Lower, Managing Director Client Services, Nuveen

Heather Ramos, Vice President U.S. Client Marketing, PGIM Investments

Rohit Shrivastava, Director of Equity Investments – Senior Researcher and Portfolio Manager, PanAgora Asset Management

Russell Newman, Former Chief Operating Officer at Rothschild & Co

Lisa Masten, Principal, Cutter Associates

Robert Behan, Executive Vice President, Chief Distribution Officer, Calamos Investments

Kenny Juarez, Head of Communications & Marketing Americas, DWS

Leon Chen, Head of Risk Management, Lazard Asset Management

Sylvester Marbey, Chief Compliance Officer, Vontobel Asset Management

Habideen Kassim, Managing Director – Head of Investment Operations, Genworth Financial

Emily Pachuta, Chief Marketing Officer, Ascensus

Kevin Burson, Head of Digital, Americas, Schroders

Mark Shpizner, Head of Sales Strategy & Execution, Centerbridge Partners, L.P.

Robert Zuccaro, Founder & CIO, Golden Eagle Startegies

Anna Sembos, Deputy Chief Operating Officer, CIFC Asset Management

Leeor Sillman, Managing Director, Marketing, TD Epoch

Jay Gattani, Senior Managing Director: Global Head of Products, Front Office – Trading and Operations Technology, Nuveen a TIAA company

Craig Peretz, Chief Operating Officer, Golden Eagle Strategies

Yuyu Fan, Senior Data Scientist (VP), Alliance Bernstein

Peter Ciecka, Unit Chief, Treasury Risk Management, Inter-American Development Bank

Teresa Chuang, Global Head of Relationship Management & Distribution Enablement, Manulife Asset Management

Dan Glusker, Managing Director, Senior Counsel, MacKey Shields

David Brookman, Managing Partner and Chief Operating Officer, First Pacific Advisors

Mita Matharu, Vice President, Technology Transformation, PGIM

Cj Jaskoll, Chief Technology Officer, Russell Investments

Barbara Wenig, Executive Managing Director, Global Head of Client Experience, Operations and Technology, Principal Asset Management

Kevin Rocherfort, Global Head of Investment Operations, Cohen & Steers

Chris Chung, Chief Financial Officer, Bayview Advisors LLC

Rick Harper, Chief Investment Officer, Fixed Income and Model Portfolios, WisdomTree Asset Management

We are thrilled to announce the upcoming Coolwater Capital Limited Partner VC Investor Summit in NYC at Lavan Midtown on September 24th, 2024! 

We look forward to welcoming emerging venture capital managers and the investors who love them: family offices, exited founders, and institutional fund of funds. You’ll see presentations from thirty General Partners. 

RSVP

Our GPs are investing in Fintech, EdTech, HealthTech, BioTech, DefenseTech, Supply Chain, EnergyTech, and more. As we coincide with Climate Week in New York, we are also proud to highlight transformative ClimateTech funds, showcasing innovations that pave the way for sustainability. Space is limited and we expect to hit capacity quickly. Register now for our most influential Demo Day yet!

RSVP

If you have any questions regarding our upcoming Demo Day or Coolwater Capital, contact events(@)coolwatercap.com. We have limited room for additional sponsors and presenters, if you want to maximize your exposure to our audience.

Coolwater Capital is the “Y Combinator for emerging VCs”.We invest into VC funds as a limited partner, into General Partnerships and fund management companies, and also directly into tech companies. We have backed >256 funds which have collectively raised >$3b; 46 have raised follow-on funds. Our funds have collectively invested into >6,000 companies, which makes us indirectly one of the largest accelerators in the world. We are backed by investors with expertise in private equity, VC, and hedge funds, as well as leading tech industry executives. We run an accelerator for emerging VC fund managers with a Net Promoter Score of 83.

See you there!

SEPTEMBER 9-11, 2024|THE MARRIOTT MARQUIS TIMES SQUARE, NEW YORK
The world’s premier fintech showcase & meetings hotspot
2,000+ decision-makers. 1,000+ from banks & investors.
26,000+ meetings and new opportunities.
60+ demos. 120+ speakers.

RSVP
20% discount with VIP code: FKV2474SPK

ATTEND FOR FREE

If you’re a director/head/SVP/C-level from a bank, credit union, insurer or family office you can attend FinovateFall for free via the Finovate Leadership Program.

STARTUP PASS

Are you a fintech startup that’s less than 5 years old who has not raised your Series A, yet? If so, you may be eligible for a Startup Pass for $999.