29 years as an investment banker covering technology at Morgan Stanley (analyst), M&A specialist Broadview International (President at time of acquisition by Jefferies in 2003) and Jefferies (led the technology group).
Experience beyond technology includes co-heading Jefferies’ investment bank, serving on firm-wide Executive Committee and chairing cross-industry Fairness Committee for 7 years.
Prolific speaker and commentator regarding major technology trends and technology capital markets.
B.A. from Yale (summa cum laude) with a double major in Economics and History. M.B.A. from Harvard Business School (Baker Scholar).
25 years as a senior executive starting, building and running an asset mgmt. business and affiliated broker/dealer at Third Avenue Management. Built AUM from under $100 million and a single fund to a peak of $30 billion with multiple funds distributed globally; Led strategic distressed investments and sale of a business to AMG.
Additional experience includes: running a public insurance holding company with significant tax attributes; acquiring the largest energy-from-waste business out of bankruptcy and forming Covanta Energy Company (a billion dollar NYSE company). Frequent speaker/commentator on financial markets, asset mgmt. business and distressed investing.
B.A. From George Washington University (Honors) with a major in Political Science and minor in Philosophy. J.D. From Brooklyn Law School.
Over 20 years working with companies of scale in the technology, media and telecom sectors. Most recently Chairman and CEO of ooVoo – the world’s largest provider of social video chat for millennials. Built ooVoo into one of the most successful mobile communication applications with over 170 million registered users.
Prior to ooVoo, served as co-head of Mergers and Acquisitions for the Technology, Media and Telecom Group at Jefferies.
Additional experience as a practicing lawyer associated with Sullivan Cromwell in New York.
BA from the University of Southern California, a JD from Columbia Law School, and Master’s Degrees from the University of Kentucky and Yale Law School.