FOX Autumn Global Investment Forum 2016 - Speakers

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Stuart Davidson, Chairman & Co-Founder, Sonen Capital

Stuart Davidson is the Co-Founder of Sonen Capital and provides strategic oversight to the firm’s overall activities. In addition, Stuart is a managing partner of Labrador Ventures, an early stage technology-focused venture capital fund. He has invested in over a hundred early stage companies. Stuart has reviewed and assessed direct impact investments and impact funds on behalf of asset pools for which he serves as trustee, advisor, or investment committee member. He is a founding board member and funder of Acumen Fund where he chairs the investment committee.

Prior to Labrador, Stuart founded and served as CEO of Combion, Inc., which was acquired by Incyte (NASDAQ:INCY). He was president of Alkermes, Inc. (NASDAQ:ALKS). He is a trustee of the Woodcock Foundation and served as a member of the investment committee of the Skoll Foundation.

Stuart graduated from Harvard College and Harvard Business School. He speaks French and German.

Matthew Diserio, President & Co-Founder, Water Asset Management

Mr. Diserio has been a guest lecturer on the water industry and water policy at the Brookings Institute, the World Bank, Harvard’s Kennedy School, Wharton Business School, Babson College and the Kellogg School of Management. Prior to co-founding Water Asset Management, LLC in 2005, Mr. Diserio spent 25 years in fund management and securities analysis at Diserio Partners LP, Schafer Cullen, Water Street Capital, PaineWebber and Donaldson Lufkin and Jenrette.

Mr. Diserio graduated from Bowdoin College in 1981 with a BA in Government and History.


  Constance Freedman, Managing Partner, Moderne Ventures

Constance Freedman is the Founder and Managing Partner of Moderne Ventures and the Moderne Accelerator, an early stage investment fund and accelerator program focused on investing in technology companies in and around the multi-trillion dollar industries of real estate, mortgage, finance, insurance, and home services.
Constance has invested in more than 40 companies and helped bring them to market by partnering with 300+ executives and corporations focused on using innovation to create a leading edge within their industry.  She is active on company boards, past and present, including DocuSign, Updater, UrbanBound, and TaskEasy.
Prior to launching Moderne Ventures, Constance launched and managed the early stage investment fund, Second Century Ventures, and founded its accelerator program, Reach.  She was an investor with Cue Ball and had previously spent 7 years in tech and 3 years in real estate.
Constance is the recipient of several prestigious awards including: Crain’s Business 40 under 40, Crain’s Chicago Top Tech 50, Swanopoel’s Power 200, and Inman’s Top 101 in Real Estate.  
Constance earned a BS from Boston University and a MBA from Harvard Business School.

  Rakesh Gupta, CEO & Co-Founder, KiwiTech

Rakesh is CEO & Co-Founder of KiwiTech. KiwiTech has deployed over 1,000 technology solutions across industries and has over 300 full-time employees. Over the last three years, KiwiTech has invested in over 70 early stage tech startups across the country and has worked with Fortune 500 companies and global brands, including Elsevier, Intel, McKinsey, P&G, Sony Music Entertainment, Universal Music Group, for enterprise solutions centered around mobility.
Prior to KiwiTech, Rakesh served as a Chairman & Co-Founder of Aptara. In 1988, Rakesh co-founded Aptara Inc, which became the world's largest content services company with over 5,000 employees in the U.S., U.K., Australia, Germany and India. Aptara was on the Inc. 500 Fastest Growing Companies list in 2000, 2001, and 2002, and acquired by iEnergizer in February 2012 for $144 million.

Joel Kanter, President, Windy City, Inc.

Mr. Joel Kanter has served as President of Windy City, Inc., a privately held investment firm, since July 1986.  Windy City is owned by a series of Family Trusts that encompass Joel’s siblings, Josh and Janis Kanter, as well as their spouses and descendants.  Over the past 30 years, the Kanter Family has invested in some 300+ early stage venture capital transactions, largely in the healthcare industry, and includes investments in life sciences, devices (orthopedic and dental implants, pain pumps, and catheters among others), service companies (including businesses that ultimately grew to become the Country’s third largest long term care company, third largest institutional pharmacy business, and third largest operator of veterinary clinics/hospitals), and several consumer health companies including Sonicare toothbrushes and Plax mouthwash .

Mr. Kanter serves on the Board of Directors of several public companies including Magna-Labs, Inc., formerly involved in the development of a cardiac MRI device; and WaferGen which is engaged in the development, manufacturing and sales of state of the art systems for gene expression, genotyping and stem cell research for the life sciences, pharmaceutical drug discovery and development for biomarker discovery and diagnostic products industries. He has also been designated by the National Association of Corporate Directors as a “Governance Fellow”.

Mr. Kanter also serves on the Boards of several private concerns including Dr. Tattoff, Inc., a professionally supervised laser tattoo removal company; Fibralign Corporation, which makes a collagen based BioBridge that allows for veins and other tissue to regrow where it has otherwise ceased to exist; First Wave Technologies, which has developed a pill crushing product for hospitals and nursing homes, and is developing a new ventilator for use in hospitals that will provide greater mobility and lower costs in addition to enhanced inhalation therapy; Mercator MedSystems, Inc. a company specializing in medical injection devices; and Serpin Pharma, a Company that has developed several peptides that appear capable of having dramatic impacts on diseases resulting from inflammation.

Sallie Krawcheck, Chair - Ellevate Network, Co-Founder & CEO - Ellevest

Sallie Krawcheck’s professional mission is to help women reach their financial and professional goals. She is the CEO and Co-Founder of Ellevest, a just-launched digital investment platform for women. She is the Chair of Ellevate Network, a many-thousand-strong global professional woman's network. And she is the Chair of the Pax Ellevate Global Women’s Index Fund, which invests in the top-rated companies for advancing women.

Krawcheck has been named among the top ten of Fast Company's "100 Most Creative People" list. Before becoming an entrepreneur, she was CEO of Merrill Lynch Wealth Management and of Smith Barney.

Bill Long, Managing Director, The ReThink Group

Bill Long is Managing Director of The ReThink Group and oversees our TAPx talent assessment tool. He brings to ReThink a broad range of experience in trading, financial markets and economics as well as in coaching investors, traders and athletes.

Bill began his career at the Dallas Fed where he rose to the position of Senior Economist and Director of Economic Information. In that role, he served as part of the team that prepared the Fed Beige Book. He next took on a leadership role at KPMG and then transitioned to Bear Stearns to work with the Chief Institutional Strategist, the trading desks and Bear’s top clients. When the crisis hit, he became a Director of Manager Research and evaluated more than 250 hedge funds across a broad range of trading strategies and asset classes.

Throughout his career, Bill has been a well-respected mentor and coach, including holding a license as a cycling coach from the United States Cycling Federation. He has also led numerous teams within the Federal Reserve and at KPMG on a project to develop sophisticated analytical software. Bill also brings an entrepreneurial side to ReThink having founded NetEvolution Technologies, Inc. in the early days of internet.

Bill holds the Financial Risk Manager (FRM) designation. He received his Master of Arts and “ABD” in Economics from Duke University and a Bachelor of Arts with Honors in Economics from the UNC-Chapel Hill. Bill is an avid cyclist and reader and is able to enjoy golf despite only playing occasionally.

Raúl Pomares, Managing Director & Co-Founder, Sonen Capital

Raúl Pomares is the Co-Founder of Sonen Capital, where he operates across the firm’s overall business activities, while focusing on client management and industry leadership.  Prior to co-founding Sonen, Raúl served as a Managing Director at Springcreek Advisors, where he was in charge of the firm’s portfolio strategy.  In addition, he was a Portfolio Manager at Guggenheim Wealth Management, where he developed integrated multi-manager portfolios for institutional and high net worth clients.  Raúl is an internationally recognized speaker and author on sustainability and impact investing.

He is the co-author of Solutions for Impact Investors: From Strategy to Implementation, published in 2009 by Rockefeller Philanthropy Advisors.  Raúl is editor and co-author of Evolution of An Impact Portfolio: From Implementation to Results, featuring Charly & Lisa Kleissner’s KL Felicitas Foundation.

Raul graduated from the University of San Francisco.  He is fluent in Spanish.

Nicolas Rohatyn, CEO/CIO, The Rohatyn Group

Nicolas Rohatyn is based in New York and oversees overall strategy and management of the Rohatyn Group (TRG), an independent investment firm focused on emerging markets.  Through a variety of fund launches as well as acquisitions the firm has developed a number of strategies to invest in both private and public markets in emerging markets.  TRG has a truly global footprint with more than $4 billion in total assets under management, and offices in 17 countries around the world.
Prior to founding TRG in 2002, Mr. Rohatyn spent 19 years at J.P. Morgan, where he held a variety of leadership positions in emerging markets, foreign exchange, commodities, credit markets, and e-commerce functions.  Mr. Rohatyn served as a member of J.P. Morgan’s executive management team for five years.  During his tenure, J.P. Morgan established its widely acknowledged leadership position in emerging markets securities distribution, trading, and research.
Mr. Rohatyn was a founder and former Chairman of the Emerging Markets Traders Association (EMTA).  Mr. Rohatyn currently serves on the boards of The Asia Society and the Emerging Markets Private Equity Association (EMPEA).  He was formerly the lead Director of the Board of MarketAxess, and was a member of the Board of Alvin Ailey Dance Theatre.
He holds a Bachelor of Arts in Economics from Brown University.

Denise Shull, Founder & CEO, The ReThink Group, Neuroeconomist and Performance Coach

Denise Shull MA, an expert in advanced emotional intelligence, founded The ReThink Group in 2003 in order to solve the challenges of slumps, repetitive mistakes, and confidence crises in portfolio managers and traders. Denise has developed proprietary coaching, training, and assessment tools to cultivate the X factor in human performance. 
Her book, Market Mind Games, a Radical Psychology of Investing, Trading and Risk (McGraw-Hill, 2012) has been described as “best of its genre” and a “veritable Rosetta Stone of trading psychology.”
The WSJ, FT, Bloomberg Markets, and New York Times’ Dealbook have each profiled Shull’s work. Shull was recently featured in Fortune,  and The Guardian,  and formerly in Toronto’s Globe and Mail, and Risk Professional magazine. CNBC’s Squawk Box has featured Shull globally. 
Shull graduated from Harvard Kennedy’s executive program in “Investment Decisions and Behavioral Finance” in 2009. She holds a Master of Arts from The University of Chicago. 

Richard Vaughan, CEO, Alloy Merchant Finance, L.P.

Richard serves as CEO of Alloy Merchant Finance, L.P. (AMF), a finance company providing mezzanine and other credit to middle market and smaller companies in the US and Mexico. Richard also serves as President of Pinto America Growth Fund, L.P. (PAGF), an investment company focused on building industry platforms serving the U.S. Hispanic market with supply chains and partners in the US, Mexico and Central and South America. Cockrell Interests Inc. and The George Kaiser Family Foundation are significant investors in and have representatives serving on the boards of AMF and PAGF. Prior to AMF and PAGF, Richard was a Managing Principal of Zephyr Management, L.P., a New York-based investment firm specializing in the global emerging markets. While at Zephyr, Richard led the firm’s private investment activities in Mexico (2000-2004) and Korea (1995-2000). Prior to joining Zephyr, Richard worked for Bankers Trust Company in New York in Global Investment Management and in the bank's proprietary Funds Management group. Richard is a graduate of Princeton University.

Registrations are subject to approval by FOX. Registration for this event is limited to executive level family investment decision-makers, including executive level active investors, chief investment officers and asset allocators in single-family and multi-family offices. This event is open to members of the FOX Strategic CIO Council™, FOX Direct Investing Network™, and the FOX External Investment Strategy Network™, in addition to qualified FOX Members and non-members.
REFUND POLICY: For event registrations, refunds of payment or forum allotments will be offered if the cancellation is made in writing to Family Office Exchange at five (5) or more business days prior to the start of the event.