Baie Netzer is a Managing Director and Senior Investment Strategist for Bank of America Private Bank. She serves as investment... Read More
Jeanne is known as a focused, transparent, high performance executive with a proven track record of driving growth and transformation... Read More
Stephen M. LaFata CEPA® ®, CPWA® is a Private Wealth Advisor at UBS in La Jolla, CA. He specializes in... Read More
Colin Parker, CFA® is a Private Wealth Advisor at UBS in La Jolla, CA. He specializes in holistic exit planning... Read More
Founder and CEO of Crowd Hub, Wisdom Capture, and JUNO holding over a decade of experience in the tech and... Read More
Anna is the passionate founder of Zenimal, dedicated to enhancing the lives of children, teens, and adults through screen-free mindfulness... Read More
Mackenzie Regent is the Co-Founder & Managing Partner of Kalos LLP, an internationally recognized financial due diligence and valuation CPA... Read More
Inge Carr is the CEO of Altair Strategic Marketing and operates as a Fractional Chief Revenue Marketing Officer. In this role, she... Read More
Keith Collins is a Managing Director on the investment team at Seaside Equity Partners. Keith focuses on the technology services... Read More
Shamil Hargovan is an entrepreneur, CEO, and brand leader who has built award-winning products and services, consumer devices, B2B platforms,... Read More
Pete built his first conference business from scratch for a Seattle-based boutique media/events business before joining Informa, the largest event... Read More
Mike Kim is a Founder and Managing Partner at Gravity Advisors where he focuses on deal origination and execution of... Read More
Drawing on over 20 years of experience in the industry, Matthew focuses on serving the distinct needs of the affluent... Read More
Mr. Laver has over 30 years of experience creating, building and selling operating businesses for some of North America’s premier... Read More
Nick Olsen is the Managing Director of Cornerstone International Alliance (CIA), the only global partnership of mergers & acquisitions (M&A)... Read More
Jared joined Trivest in 2023. He is responsible for business development initiatives at the firm, including the origination and evaluation... Read More
Dana Rosenberg is a Co-Founder and Managing Partner of CQL Capital. He co-leads CQL’s investment activities. He has over 20... Read More
Travis Rue is an Operating Partner of CQL Capital. He is responsible for identifying, prioritizing and executing key strategic initiatives... Read More
Chris Yount is the former CEO of Fortifiber Corporation, a 3rd generation family business that manufactured waterproofing products for the... Read More
Mark has been a leader in the conference and tradeshow business for over 25 years with a proven track record for success. As a... Read More
Jenny Tran is a Partner in Stradling’s Corporate and Securities practice group. Her areas of practice include Mergers & Acquisitions, and... Read More
