Ninth Family Wealth Report Family Office Investment Summit 2023

David Teten is a Venture Partner with Coolwater Capital, a GP stakes investor and accelerator for emerging VC managers. He is Founder of Versatile VC, backing early-stage companies which help investors generate alpha and succeed. He is Chair of PEVCTech, a community of investors in private companies using technology and analytics to generate alpha. 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 writes periodically at teten.com.

Stephen Harris is chief executive of ClearView Financial Media, publisher of global wealth management news sites WealthBriefing, Family Wealth Report and WealthBriefingAsia; as well as compliance, tax and remuneration-centred Compliance Matters, Offshore Red and Executive Compensation Briefing respectively. He has 25 years’ financial publishing experience, 17 years of which have been running growth companies.

James Brunger, chief sales officer of Capital Square, is driven every day by the idea that we are building something bigger than ourselves. He is head of sales and distribution and also sits on Capital Square’s investment and executive management committees. In addition, he serves as executive vice president of capital markets and director of due diligence for Capital Square Apartment REIT, Inc. Prior to joining the firm, he was senior vice president at LaSalle Investments, a wholly owned subsidiary of Jones Lang LaSalle (JLL), where he managed the distribution of REITs and real estate products throughout the eastern United States. In this capacity, James worked with leading FINRA licensed broker-dealers and RIAs. During his tenure, investments in the flagship REIT, JLL Income Property Trust, grew from a seed investment to $1.8 billion. Previously, James served as the national sales manager for Sterling Foundation Management, where he managed a team of professionals, assisted family offices and ultra-high net worth individuals in formations and managed private family foundations, donor advised funds and charitable trusts. He was also a regional vice president at New York Life/MainStay Investments, where he was responsible for wire-house broker-dealer distribution and facilitated over $300 million in annual sales of investment and insurance-related products. James also served as regional vice president for Fidelity Charitable Services, a Fidelity Investments Company. While there, he worked with attorneys, accountants and families to structure donations of private business interests, real estate, private stock and public stock into the Fidelity Charitable Gift Fund, a national donor advised fund program. During this time, the program grew from $700 million to more than $2.5 billion in annual gifts. James holds the Chartered Advisor in Philanthropy (CAP) designation from The American College and FINRA licenses Series 6, 7 and 63. He earned a bachelor’s degree in English and political science from the University of Vermont.

Before Realized, David founded Centrist Capital, a boutique venture capital firm. Prior to Centrist, David co-founded Mission Residential, a fully-integrated real estate investment firm that owned and operated 12,500 apartment units, representing a total investment in excess of $925 million.

David also co-founded Forward Capital, a structured finance company, and Convenience Retail Group, the parent company of a private real estate investment trust and a wholesale gasoline distributor, that was sold to a publicly-traded company. Early in his career, David held positions with Security Capital Group, Prologis, Archstone Communities, and Equitable Real Estate (now Morgan Stanley Real Estate).

David is actively involved in his church and various other community activities in Austin, where he lives with his college sweetheart and wife of 25 years, Laura, and their three children. During his downtime, you’ll likely find David fly-fishing, gardening, mountain biking, cooking, or working on his collection of classic cars. David attended Texas A&M University, where he received his MS in Land Economics and Real Estate, and a BBA in Finance and Real Estate.

Named as one of Family Capitals Top 10 U.S. Family Office Real Estate Professionals, one of Trusted Insight's Top 30 Real Estate Investors at a Family Office, and founder of the Family Office Real Estate Institute, Mr. Van Keuren is the Co-Managing Member for Evergreen Property Partners.

D.J. has held senior management positions in real estate at several prominent single-family offices. Among them are The Hayman Family (Giorgio Perfume/Giorgio Beverly Hills & Discuss Dental), the Arsenault Family office (Mountain High Yogurt), and acting as the President of real estate for a family member of an owner of an MLB team.

Mr. Van Keuren is a member of the Forbes Real Estate Council, a frequent writer for Forbes on family office real estate investing, author of "Real Estate Investing for Family Offices," founder of The Family Office Real Estate Institute, President of the Harvard Real Estate Alumni Organization, and a frequent speaker at family office conferences around the world. In addition, DJ was a Family Wealth Alliance finalist for its Best In Industry Awards for Thought Leadership and Special Industry Contributions awards. He has been published in Forbes, Family Office Elite, Real Asset Advisor, National Real Estate Investor, and Private Wealth and mentioned in The New York Times, PERE, National Real Estate Investor, and Trusted Insight, among others. Mr. Van Keuren is a current Advisory Board member for RedSwan CRE, Advisor to Keiretsu Family Office, a member of the GP Advisory Committee to Gated Rentals and a past Stanford Global Family Office Committee member, editorial board member for Real Asset Advisor Magazine, a prior Board Member for the Real Estate Academic Initiative at Harvard.

D.J. received his Master's Degree from Harvard University in Management and Finance, attended graduate studies in Real Estate from the NYU Schack Real Estate Institute, and received his B.A. from Ball State University as part of the universities Div IA baseball team.

Alan Donenfeld has spent over 40 years focused on investing in, advising and financing companies totaling over $4 billion.  He has been the founder, CEO, General Partner and Portfolio Manager of a SEC broker-dealer, hedge fund, and private equity fund.   Currently, Alan is the CEO and Founder of a real estate private equity fund of funds platform named CityVest Capital at www.CityVest.com.  Alan is a member of the Harvard Alumni Entrepreneurs Association and a Founding Member of the Forbes Real Estate Council.  In the 1980’s, he worked for Bear Stearns, Lehman, and Cowen, primarily in Private Equity and Mergers and Acquisitions.  He received his MBA from the Fuqua School of Business at Duke University and a BA from Tufts University.

Jonathan Joseph (JJ) is the CoFounder and CEO of SmartFunds and the CIO of the Yield Farming Fund. Smart Money is a DeFi studio which builds the products and services which enable institutional capital to move on-chain, currently building SmartFunds. SmartFunds creates Full Stack Private Markets by simplifying the complexity in tokenizing Real World Assets (RWA). Smart Money’s first project was the Yield Farming Fund, the first US hedge fund to exist entirely on a blockchain using smart contracts. JJ has been in crypto full time since 2016, and previously founded FantasyIQ, an API and developer tools startup for the sports gaming industry and started his career as one of the founding investment professionals at In-Q-Tel, the CIA’s strategic venture capital fund.

Lisa Gelles serves as Executive Director in the Private Client Group at Howard Insurance. In her role, Lisa sits at the helm of the firm’s family office practice, working closely with each family and their advisors to provide a consolidated approach to complex risk issues. Under her guidance, the team designs and implements sophisticated insurance portfolios. Lisa has extensive risk management and specialized insurance expertise surrounding high value collections and real estate on a national and international basis. Her attention to detail and the discretion with which she operates makes her sought after by families that appreciate privacy. Lisa brings over 20 years of experience across the insurance industry. She has held leadership positions at two prominent high-net-worth insurance companies. In addition, Lisa holds the Associate in Reinsurance (ARe) designation and spent over 6 years as a treaty reinsurance broker. Lisa is recognized as a Top Financial Advisor by Washingtonian Magazine.

Tim O’Regan is an emerging markets banker, investor and entrepreneur focused on investing in and raising capital for alternative investments/funds.  After working as an analyst for Salomon Brothers' commodity arm in the US, Tim moved to Warsaw and London where he worked as a banker for EBRD, a EUR 20bn investment fund dedicated to Central and Eastern Europe, Central Asia, and North Africa, and served as board member and observer for its private equity investments and funds. Upon returning to the US, Tim financed the development of commercial real estate, traded distressed commercial real estate debt, and started digital asset, financial operations software, and real estate investment companies. He believes that tokenization will facilitate capital formation and prosperity in developing countries and has been evangelizing “real world asset” tokenization since 2017. Tim is a NextGen Ventures Founding Venture Partner and angel investor, and has served as adviser to startups, UN Women, the World Food Program, and the MIT 100k Business Plan Competition, among others.

Joe Guagliardo is a partner in Dentons’ Venture Technology and Emerging Growth Companies practice. He advises public and private companies on technology transactions and provides general counseling concerning technology and intellectual property development and commercialization, financing, regulatory and other cross-disciplinary legal matters facing emerging technology businesses in the global economy. Joe’s clients span a wide range of industry sectors and emerging technology subject matter including, among others, fintech, healthtech, adtech, blockchain, cryptocurrency and NFTs, big data and machine learning / AI, and e-commerce and fulfillment.

Prior to practicing law, Joe spent more than a decade working for a venture-backed financial software company where he held executive level positions overseeing software design and implementation for financial institution clients around the world. As a technology industry veteran, Joe understands the business of technology and has a very practical appreciation for the business and legal issues that his clients face.

His technology transactions experience includes, among others, software development and licensing agreements, software as a service agreements, data licensing agreements, reseller and distribution agreements, joint venture agreements, asset sale agreements, university licensing and tech transfer policies, open source polices and licensing strategies, and technology and intellectual property due diligence in both “buy” and “sell” side of M&A and venture capital transactions.

He is a sought-after speaker and author on emerging technology-related topics and technology and intellectual property commercialization and strategy. He has been recognized as a “Top Author” in the JD Supra Readers’ Choice Awards for his thought leadership on blockchain technology.

He regularly hosts technology meetups and technology podcasts covering a range legal and technology topics for the business and legal communities. He is also a Senior Advisor for the Cypher Accelerator, a blockchain accelerator program run by the Stevens Center for Innovation in Finance at the University of Pennsylvania.

Sanjay is the VP of Web3 Initiatives of Roofstock onChain where he leads the real estate investing platform’s blockchain initiative. After being accepted into Cypher Accelerator, the first-of-its-kind Wharton-backed program for blockchain startups, Sanjay continues to build connections between real estate investing and blockchain. Sanjay is also an Advisor at Pudgy Penguins NFTs. With over 20 years of finance and product experience, Sanjay has an extensive background consulting, developing, and founding several financial companies. Prior to Sanjay’s current role at Roofstock, he was the Co-creator and GM of Roofstock One, an innovative, transparent rental investment platform that allows accredited investors to get targeted exposure to the economics of curated SFR properties. Before joining Roofstock, Sanjay served as a Product Manager at Renew Financial and Director of Carolina Financial Group LLC. He also co-founded LCAP Advisors which provides Wall Street caliber portfolio analysis and risk assessment solutions to small banks and credit unions for their on-balance sheet loans. Sanjay has a Masters in Business Administration from The Wharton School.

Mr. Alan Silbert, CEO North America. He joined the Company in March 2018 in the role of Executive Managing Director. Mr. Silbert is responsible for managing business operations and resources in North America. Since joining INX, Alan has been responsible for facilitating the build-out of the director and advisor team, raising capital, growing operations and infrastructure for North American operations and leading the regulatory processes for broker-dealer and money transmitter licenses. Alan's career in finance spans almost 25 years. Before joining INX in 2018, he held roles in banking for Heller Financial, Merrill Lynch Capital, General Electric Capital, and most recently as a Senior Vice President of Capital One Bank. He also founded, in 2013, Bitcoin luxury marketplace BitPremier, which in 2014 brokered one of the first bitcoin real estate transactions in history. Mr. Silbert received his BS in Business Administration with a concentration in Finance from Towson University.

Sherry P. Witter is the Founder, Managing Partner and CIO of the Witter Family Office (WFO). Previous to the WFO, Sherry was the General Partner to multiple hedge funds. As General Partner, Sherry launched sis non-market correlated, capacity constrained opportunistic hedge funds and strategies. Over a ten-year period, performance for these funds was 18%, gross. Sherry was the portfolio manager across the six products. Additionally, Sherry created and oversaw the research, risk management, and compliance platforms. At the peak, Sherry ran a team of 45 employees. She also ran the P&L for the funds for the Witter Family Office. An early investor and seeder, Sherry Witter has been a partner in over 100 investment strategies, traders, portfolio managers, hedge funds. With each investment, Sherry collaborated with and advised the management and teams. Sherry grew each fund’s assets over ten times for a total of over a cumulative $2.7bb dollar’s of AUM increase. Acting as a bridge between emerging managers and institutions, Sherry has facilitated the strategic next stages of these teams, operationally, while enhancing performance. This has enabled these emerging managers to be well positioned to receive larger ticketed sized investments from institutions. Some of the strategies include credit, utilities, electricity, natural gas, and equities. Performance for the strategies smoothed over a period of twelve years, is in excess of 32% gross. A builder in nascent technologies, Sherry Witter has invested in over 85 AI, blockchain, crypto projects and crypto trading strategies. Sherry often acted as a translator between the engineers and consumers. Being an interpreter, Sherry has been connecting the mass market with founders, creating every day uses for the technologies. Further, Sherry often facilitated between traditional finance, technology founders, and sourced expertise and funds when needed. Her ability to uncover investment opportunities, whether direct or through funds, has driven the grown in assets at the WFO. Sherry continues to search for opportunities with outsized returns. Sherry started her financial career as a junior analyst at Lazard Freres and then as an analyst for Eddie Lampert at ESL Investments. She has a BA|BS from the University of Pennsylvania. Before Penn, Sherry was part for the Juilliard Young Artists’ program, where she started at the age of 7.

Rosemary Denney is the CEO and founder of Wealth Matters Consulting, a creative and communications agency that collaborates with prominent players in the wealth management industry. With over two decades of experience in the field, Rosemary has been instrumental in developing compelling brands and helping financial services businesses achieve their goals.

In 2012, Rosemary established Wealth Matters Consulting on a mission to work with clients as an integral part of their team. As part of her process, she works to help firms identify what makes their practice unique, create a rich brand tailored to their target audience, and then turn their thought leadership into increased engagement with their clients and prospects via enhanced communication and engagement with the financial media. Through a refined process built on years of practical experience, Rosemary and her team work without silos to tackle challenges and turn them into opportunities for remarkable success.

Before launching Wealth Matters Consulting, Rosemary began her career in financial services at GenSpring Family Offices. During her time there, she played a pivotal role in the firm's re-branding and name change, contributing to its global recognition as one of the largest and most widely-recognized multi-family offices in the industry.

Rosemary is a graduate of Auburn University. Outside of the office, she finds joy in spending time with her family—her husband and four daughters, embracing the outdoors and pursuing new adventures.

Brian is the President and Founder of Hughes Growth Strategies, a management consulting firm serving the family office and wealth management advisory industry.

Hughes Growth Strategies is focused on helping firms who serve the ultra-high net worth accelerate their growth. Brian brings a unique set of experiences, systems, processes, strategies and expertise to an area that continues to challenge firms in the ultra-affluent market. His firm has direct experience working with hundreds of successful families and family offices and understands what drives their decision-making process in hiring a firm to serve their individualized needs. His vast network of advisors across the globe includes wealth managers, attorneys, accountants, family business and family systems consultants, technology consultants, philanthropic advisors and organizations that provide social and environmental impact advisory solutions to multi-generational families.

Prior to the launch of Hughes Growth Strategies in 2012, Brian was responsible for building and cultivating family and private foundation relationships that fit the personalized client service model at Threshold Group (now part of AITi Tiedemann Global), a privately held multi-family office started by George Russell. He was also a managing director and Head of National Business Development for Pitcairn, a privately owned multi-family office, where he led the firm’s business development efforts on a global basis. He spent 15 years with Lincoln Financial Group, where he served as regional CEO for LFG and Sagemark Consulting, a fee-based financial planning firm in St. Louis, Missouri.

With extensive knowledge of wealth management and the family office space, Brian has been a featured speaker at many programs around the country, including the Wealth & Giving Forum, Impact Capitalism, RayLign’s Family Frontiers, the IIR Family Office Forum, the Family Wealth Alliance Advisor Forum, the Family Firm Institute Annual Meeting, FOX IWAC, Worthy Circles, the Family Office Symposium, Schwab IMPACT and the CFA Society of Philadelphia Private Wealth Conference. He currently serves as the Managing Director of the Southeastern Family Office Forum, the Advisory Board and Faculty of the Ultra High Net Worth Institute and Ambassador of R360.

Brian earned a BA in Economics and Marketing from University of Tampa and completed the Private Wealth Management Program at the Wharton School, University of Pennsylvania, and a Chartered Life Underwriter from the American College.

Brian and his two children reside in a Northwest suburb of Philadelphia.