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Speakers

Below you will find some highlighted speakers for the 7th North American Family Investment & Alternatives Conference
 
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Leading family office speakers this year

David Tisch • Co-Founder, BoxGroup, NY, USA
David Tisch is the Managing Partner of BoxGroup, a New York City based venture capital firm. BoxGroup is an investor in over 300 seed-stage companies, including PillPack, Flatiron Health, Stripe, Warby Parker, Harry’s, Oscar, Flexport, Classpass, Vine, Blue Apron, GroupMe, Airtable and more. In 2014, David was named Head of Startup Studio at Cornell Tech. He is also Entrepreneur in Residence for Wharton’s Entrepreneurship Program and a Harvard Business School Rock Fellow. David is a founding board member of Lemontree and also serves on the board of New York Public Radio and the Friends of Hudson River Park. David is the co-founder of TechStars NYC. He has also served on Mayor Bloomberg’s Advisory Council on Technology, Mayor De Blasio’s Tech Talent Pipeline, the Investor Board of Venture for America, and the Entrepreneurship board at NYU. He graduated from the University of Pennsylvania and New York University School of Law.
 

Frank A. McGrew IV • Managing Partner, McNally Capital, LLC, IL, USA
Frank A. McGrew IV joined McNally Capital as a Managing Partner in December 2016. Previously he was a Managing Director within Investment Banking at Raymond James with responsibility for coverage of diversified industrial and manufacturing companies. Prior to Raymond James he assumed increasing levels of responsibility while working at other global investment banks, including Morgan Stanley, Merrill Lynch, Salomon Brothers, Morgan Keegan and Morgan Joseph, where he gained significant investment and work experience in the US, Japan, China, Russia and Europe. Frank is a recognized expert in corporate finance, M&A and family business dynamics with over 26 years of extensive experience identifying, structuring, operating, growing, and monetizing leading businesses for institutional and private owners. Frank’s professional career also includes significant operating and principal investment experience during his tenure with Buckeye Technologies and as a founder and Managing Director of Paradigm Capital Partners. He holds an MBA from the Wharton School and a BBA from Southern Methodist University.
 

Ellen Havdala • Managing Director, Equity Group Investments, IL, USA
Ellen has worked in a variety of capacities for Sam Zell’s affiliated companies since 1990. She represents EGI in sourcing potential transactions and meeting new capital sources. Ellen serves on the board of Ardent Health Partners, LLC, a provider of hospital and healthcare services. In addition, she is responsible for establishing and overseeing the Zell Global Entrepreneurship Network (ZGEN), an organization designed to provide continuing education and mentorship for students and alumni of Sam’s three entrepreneurship education programs. During her tenure within Sam’s network, she served on the boards of SIRVA, Inc., a provider of moving and relocation services; Rewards Network, Inc., a dining rewards company; WRS Holding Company, an environmental construction and remediation company; East Mediterranean Gas Company SAE, an Egyptian natural gas transmission company; National Patent Development Corporation, a holding company focused on pharmaceutical and home improvement products; and Home Products International, a global consumer products company. She also held the roles of Executive Vice President at Equity International and Vice President of Scott Sports Group, Inc. Prior to joining Sam’s organization, Ellen was a financial analyst with The First Boston Corporation in New York City. She graduated magna cum laude with a BA from Harvard College, and earned her Master of Divinity from the University of Chicago in 2016.
 

John McGuire • Chief Investment Officer, Ganesh Investments, IL, USA
Mr. John McGuire is the chief investment officer of Ganesh Investments L.L.C., an investment company that serves the families of Penny, Tom, and Gigi Pritzker and their charitable foundations. In this capacity, he manages the family’s investments in third-party funds and partnerships. Prior to joining the Pritzker family in 2005, Mr. McGuire served as a senior investment professional at Granite Associates, a New York-based family investment office. Before Granite Associates, Mr. McGuire spent three years at Accenture, where he focused on management consulting projects in the finance industry. Mr. McGuire earned a BA in History from Yale University and an MBA from Columbia Business School.
 


 

Jonathan Lewis • Managing Partner, Sheridan Capital, IL, USA
Mr Jonathan Lewis is a co-founder and managing partner of Sheridan Capital Partners, the direct private equity arm of a large, Chicago-based single family office. The family has successfully created and grown a large direct- to-consumer healthcare company, and Sheridan focuses on direct investing in and providing growth capital for healthcare and consumer business in the U.S. and Canada. Jonathan was at PNC Equity Partners in Pittsburgh, and also spent time at William Blair Capital Partners and Lake Capital in Chicago. Jonathan earned a BA with honors in English, French, and Philosophy from Furman University and an MBA from the Tuck School of Business at Dartmouth, where he was an MBA Fellow with the Center for Private Equity and Entrepreneurship.
 
 
 
Glenn Fuhrman • Co-Managing Partner & Co-Founder, MSD Capital, NY, USA
Mr. Fuhrman is the Co-Founder and Co-Managing Partner of MSD Capital, L.P. He is also the Co-Founder and Co-Managing Partner of MSD Partners, L.P. Prior to forming MSD Capital, he worked from 1988 to 1998 at Goldman, Sachs & Co., where he was a Managing Director and Head of the Special Investments Group. While at Goldman Sachs, he served on the Investment Committees of Goldman Sachs’ Private Equity Partners I, II & III, L.P., a series of multi-manager private equity partnerships aggregating over $3 billion, and on the Boards of Directors of the Stone and Bridge Street Funds, the private investment funds for the partners and employees of Goldman Sachs. Mr. Fuhrman received his M.B.A. in 1988 from The Wharton School at The University of Pennsylvania after sub-matriculating from the undergraduate program, where he studied Finance and Art History and received a B.S.E. in 1987 summa cum laude.
 
 
 
 
 
 
Thought-leaders sharing their expertise
Michele Wucker • Author, Commentator & Policy Analyst, The Gray Rhino: How to Recognize and Act on the Obvious Dangers We Ignore, IL, USA
Michele Wucker coined the term “gray rhino” as a metaphor for obvious risks that are neglected despite – in fact, often because of- their size and likelihood. The term has moved markets and shaped financial policies around the world. She is the author, most recently, of the international bestseller, THE GRAY RHINO: How to Recognize and Act on the Obvious Dangers We Ignore, which China’s leadership has used to frame and communicate its crackdown on financial risk. Drawing on three decades of experience in financial media and think tank management, turnarounds, and policy analysis, Michele is founder of the Chicago based strategy firm Gray Rhino & Company. She speaks regularly to high-level audiences on risk management, macro strategy, and decision making. She has been recognized as a Young Global Leader of the World Economic Forum, among other honors. She appears often in leading global media.
 

 
SC Moati • Founder, Mighty Capital, CA, USA
SC Moatti is a Silicon Valley investor, entrepreneur and visionary. She is the managing partner of Mighty Capital and Products That Count, one of the largest communities of product managers, leaders and entrepreneurs in the world. Previously, she built products that billions of people use at Facebook, Nokia, and Electronic Arts. She also serves on boards of both public and private companies, including mobile technology giant Opera Software (OPERA:Oslo). An award-winning bestselling author, Moatti is frequently featured in The Wall Street Journal, the Harvard Business Review, and on NPR. She lectures at Stanford Graduate School of Business, where she earned her MBA and has a Master of Science in electrical engineering.
 
Bonnie Chang • Founder, 500 Startups, Hong Kong
Bonnie is a Partner at 500 Startups leading its blockchain investments, with active investments in Chain.com, Lightyear (Stellar), Omise (Omisego), Oasis Labs, Solana, Hypernetwork and many more. Formerly head of strategic planning for the Zuellig Group, holding company of Zuellig Pharma and EBOS (NZE:EBO) for 7 years, Bonnie is passionate about finding disruptive technologies that can change the traditional business models. Prior to Zuellig, Bonnie is an enterprise software veteran having worked with IBM, AT&T, HP, and Deloitte. She is a chartered CFA and holds a double major in Engineering & Economics from Dartmouth College. As things tend to progress with hyper speed in blockchain compared to other industries, 500 Startups has invested in enough projects to solve “the scalability” issue in a matter of four to five months. Bonnie focuses on solving the two other key challenges for mass adoption of blockchain: interchain operability and privacy.