Thomas J.A. Haug

Headshot - Harrington, Tim - Cropped2.png

Managing Member, Aspen Tree Advisory

Thomas J. Haug is the founder of Aspen Tree, LLC (founded in 2015). Mr. Haug currently sits as Head of Family Office Co-investment and Advisory for three NYC based family offices, one of which is a multi-billion-dollar family. Mr. Haug takes pride in building lasting relationships atop a foundation of performance and integrity. Mr. Haug decided to capitalize on this void he observed in the community as a trusted advisor to over 31 single family offices throughout his career as an advisor and banker.

Thomas J. Haug is the founder and Managing Member of Aspen Tree Advisory, a highly specialized family office, venture capital, hedge fund, private equity consulting and advisory firm. Mr. Haug is a trusted advisor who actively serves his clients on all facets of asset allocation, co-investments, structuring and diligence of current and contemplated holdings, increasing and preserving their families’ wealth while helping their companies grow and expand.

A serial entrepreneur at heart, Mr. Haug recently launched an investor led consulting practice, helping business’s launch, scale, integrate and accelerate their path to success. We are venture capitalists, serving as a powerful conduit to growth, helping companies achieve their goals; lastly the Mr. Haug is the Creator and Contributing Host of Venture Talk Weekly “We are real investors, investing in real companies and talking about the current venture capital environment, private and public market conditions.”

Mr. Haug serves on the board of multiple domestic and international companies.

Given Mr. Haug's close relationships with the ultra-high net worth community, he has ample experience in opportunity zone investments, special purpose acquisition companies, impact related opportunities, alternative financing, structuring, early-stage venture capital, energy, alternative energy, and the cannabis sector.

Previously, Mr. Haug was the President and Member of A.W. Jones Private Advisors. Prior to that, he served as Managing Director and Senior Advisor at Fieldpoint Private following his tenure at First Republic Bank, where he was Managing Director and provided advisory services to family offices and ultra-high-net-worth individuals on wealth management, banking, trust, and lending. Before joining First Republic, Mr. Haug served as a Private Banker at North Fork Bank. His early career included positions with Discount Funding and Concord Mortgage Corporation.

Throughout his successful career, Mr. Haug has been responsible for several hundred million dollars of investment advisory assets and just under a billion dollars of debt financing. His clients include ultra-high net worth individuals, family offices, public and private companies as well as hedge fund, private equity, and venture capital firms.

Mr. Haug is also part of various philanthropic organizations. He currently sits on the Hearts and Grants Committee of Help for Children, supports the Alzheimer's Drug Discovery Foundation, and served as a Rescue and Recovery Responder in Ground Zero, following the September 11th attacks on the World Trade Towers.

Mr. Haug has been repeatedly credited for his thought leadership. Having spoken and lectured at over 75 global events, addressing topics such as: alternative investments, entrepreneurship, family office related matters, capital markets, cannabis, alternative debt, real-estate, and venture capital.

A New York native and avid outdoorsman growing up on Long Island, Mr. Haug lives in Merrick with his wife Allison and young daughters Serafina and Sorley, when they are not out exploring the high seas.

Rufus Gifford

Headshot - Harrington, Tim - Cropped2.png

62nd United States Ambassador to Denmark (2013-2017)

Rufus Gifford is a former U.S. Ambassador, senior aide to President Barack Obama and President Joe Biden, civic leader, public speaker, an advocate for Democratic causes and current Nominee for Chief of Protocol for the United States with the rank of Ambassador.

Most recently he was Deputy Campaign Manager for Biden for President with a focus on finance, external outreach and coalition building. Gifford was responsible for the record-shattering 1.5 billion dollars raised by the Biden Campaign in the general election. Aside from Presidential politics, he is focused on promoting civic engagement, particularly among youth and issue areas ranging from U.S. public diplomacy to renewable energy.

From 2013 to 2017, Rufus served as the U.S. Ambassador to Denmark where he led efforts to address the effects of climate change, build international coalitions, and invest in clean energy. He was awarded the Grand Cross of the Order of the Dannebrog by Her Majesty Queen Margrethe II of Denmark for his meritorious service.

His pioneering tenure as Ambassador has been profiled in the Wall Street Journal, the Atlantic, CNN, and Vice News, among many other national and international outlets, and he has spoken extensively across Europe and the United States about his efforts to break down walls and humanize the work of government

At home, Rufus was the National Finance Director for President Barack Obama’s 2012 re-election campaign, responsible for the record-breaking $1 billion budget. During Obama’s first term, Rufus was the National Finance Director at the Democratic National Committee and supported passage of a number of Obama policy initiatives. Before that, he was an aide on Obama’s historic 2008 presidential campaign.

A native of Massachusetts, Rufus holds a bachelor’s degree from Brown University. He is married to veterinarian Dr. Stephen DeVincent and they live in Concord, Massachusetts with their Golden Retrievers, Argos and Svend.

Arturo Elizondo

Headshot - Harrington, Tim - Cropped2.png

Founder & Chief Executive Officer, Clara Foods

Arturo is the founder and CEO of biotech food company, Clara Foods, based in Silicon Valley. Prior to founding Clara in 2014, Arturo served under Supreme Court Justice Sonia Sotomayor and worked for the U.S. Department of Agriculture and Credit Suisse. He has been named to Forbes 30 Under 30, the 2019 Person of the Year by the National Hispanic Institute, and one of 10 Latinos who inspire the United States by BBC World News. Arturo hails from Laredo, Texas, and grew up living on both sides of the US-Mexico border. He holds a degree in Government & Comparative Politics from Harvard University.

Patrick Dyson

Headshot - Harrington, Tim - Cropped2.png

Partner & Global Head of Telecom, GoldenTree Asset Management

Pat Dyson is a Partner and Global Head of Telecom at GoldenTree Asset Management and is a member of GoldenTree’s Distressed Committee.

Prior to joining GoldenTree, Mr. Dyson was a Managing Director and Portfolio Manager at UBS O’Connor where he was managing their $1 billion credit focused hedge fund, and focused on identifying, researching and managing investments in all credit products. Mr. Dyson spent several years on the sell side, primarily at Credit Suisse, and during each of his last five years at Credit Suisse was ranked First by Institutional Investor in his sector. He holds a B.A. in Political Science from Middlebury College and J.D. from the William and Mary School of Law, where he served as a member of the Law Review. Mr. Dyson is Vice-President of the Board of Trustees of the Hewitt School in New York and he also serves on the William and Mary School of Law Foundation Board.

Noel Pacarro Brown

Headshot - Harrington, Tim - Cropped2.png

Investing with Impact Director & Financial Advisor, Conscious Wealth Management Group at Morgan Stanley

Noel Pacarro Brown joined Morgan Stanley in 2007, as the lead of The Conscious Wealth Management Group at Morgan Stanley, where she guides the collective effort of her team to help families, foundations, and founders advance the mission of their money and create purposeful lives and legacies.

Noel has been recognized on the Forbes Lists for Top Women Advisors, Top Nextgen Advisors, Best in State Advisors, and as a Top Advisor by Working Mother Magazine.

Noel is a proud advocate of Investing with Impact. Her work can be found on podcasts, across national blogs and industry publications. She served as co-host of the Better Money Show, a podcast broadcast by XRAY.fm which highlights people who are driving capital to drive change, and throughout the year she can be found presenting on stage at national conferences (2017: Forbes Top Advisor Summit in Las Vegas, IMCA Focus on NextGen Conference in San Francisco, 2018: MMI/Morningstar Sustainability Conference in Chicago, 2019: Investments & Wealth Institute Annual Conference in Las Vegas, UN Sustainable Investing Conference in NYC).

At Morgan Stanley Noel is part of the Women Without Limits initiative, serves as co-chair of the National Consulting Group Advisory Council, and was named to the MAKERS class of 2018. She also serves on the board for the Investment & Wealth Institute® (formerly IMCA®); a global professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics.

Noel grew up on Oahu, and graduated from Punahou School. She attended Wellesley College before graduating with Honors from Brown University, and holds a Masters in Teaching from Pacific University. Noel spends her free time with her husband Cameron, their two children, and two dogs.

Steven Boyd

Headshot - Harrington, Tim - Cropped2.png

Founder & Managing Partner, Armistice

Steven Boyd is the Founder and Managing Partner of Armistice. Prior to Armistice, Steve was a Senior Research Analyst at Senator Investment Group since the firm’s launch in 2008. Before Senator, he was an Associate at York Capital, focusing primarily on investments in consumer and healthcare equities. Previously, Steve worked as an Analyst at SAB Capital Management, a value-oriented long/short equity hedge fund. Steven began his career as an Analyst at McKinsey & Company. He received a B.S. in Economics (with a concentration in Finance) as well as a B.A. in Political Science from The Wharton School of the University of Pennsylvania.

Michael Bodley

Headshot - Harrington, Tim - Cropped2.png

Editor-in-Chief, TheStreet Crypto

Michael Bodley is a veteran financial journalist leading up cryptocurrency coverage for TheStreet.com as editor-in-chief of TheStreet Crypto and its flagship premium newsletter, Crypto Investor. Previously, Bodley worked for industry publication Hedge Fund Alert, where he developed a deep roster of both buy- and sell-side sources. His work has been published in publications including The Baltimore Sun, The Boston Globe, NBC News, USA Today and The Washington Post.

Tim Harrington

Headshot - Harrington, Tim - Cropped2.png

Co-Founder & Chief Executive Officer, BattleFin

Tim is a co-founder and CEO of BattleFin Group Inc. BattleFin is a venture capital backed technology company focused on bringing alternative data to the world through its’ Ensemble© platform. He has over 20 years of experience in the financial services industry. Prior to founding Battle, Tim was the President and a Partner at Lion’s Path Capital, a hedge fund incubator where he allocated capital to 30 fundamental and systematic portfolio managers since the launch in 2009. From January 2006 until 2009, Mr. Harrington was a Portfolio Manager at J.P. Morgan Ventures where he managed a portfolio of Global Technology, Media & Telecom Investments. From February 2002 until January 2006 he was a Telecom & Media Portfolio Manager at Sigma Capital, a subsidiary of SAC Capital. Mr. Harrington graduated from Columbia College in 1998. He was a member of the Columbia University Judiciary Board as well as a member of the varsity crew team.

Leslee Cowen

HOOKE3647.width-250.jpg

Management Committee Partner, Credit Funds, Fortress

Leslee N. Cowen is a Management Committee Partner of the Credit Funds of Fortress Investment Group where she co-heads the corporate debt and securities group and serves on the investment committee.  She is a member of the firm's management committee and diversity and inclusion committee.  In her role she focuses on special situations, public and private transactions across the capital structure.  Prior to joining Fortress in 2002, Ms. Cowen was at the Baupost Group where she was responsible for the acquisition of public and private distressed debt and equity securities, as well as the acquisition of non-performing loan portfolios.  Previously she was an associate at The Argentum Group.  Ms. Cowen began her career as an analyst at The Blackstone Group in the private equity and M&A groups.  She graduated with a B.S. degree magna cum laude from the Wharton School at the University of Pennsylvania.

Sarah Sclarsic

HOOKE3647.width-250.jpg

Co-Founder & Managing Partner, Voyager Ventures

Sarah Sclarsic is a Managing Partner at Voyager, a venture capital firm she co-founded that invests in early-stage climate technology companies. A long-time operator and investor in sustainability-oriented technology companies, Sarah cofounded Getaround in 2009, prior to work with pioneering biotechnology company Modern Meadow. She currently serves on the public boards of XL Fleet (NYSE: XL), Pivotal Investment Corporation (PICC.U) and an early-stage industrial process technology firm that remains in stealth.

Sarah graduated from Harvard College with a focus on bioethics and holds a Master’s degree from MIT, where she researched atmospheric carbon removal. She lives in New York.

Barry Ritholtz

HOOKE3647.width-250.jpg

Founder & Chief Investment Officer, Ritholtz Wealth Management

For 25 years, Barry Ritholtz has been working at the intersection of behavioral finance and data analytics. He is the Chief Investment Officer and Chairman of Ritholtz Wealth Management, managing $2.5 billion in client assets. The 8-year-old firm is one of the fastest-growing RIAs in America, and was named ETF Advisor of the Year, and was one of the Financial Times Top 300 Advisors.

He is the creator and host of Masters in Business, Bloomberg Radio’s most popular and longest running podcast. The show features 60-90 minute conversations with many of the most accomplished, fascinating people in the world of business and investing. MiB just celebrated its 7th year.

Ritholtz has been named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of the “25 Most Dangerous People in Financial Media.” He publishes on all things finance at Bloomberg Opinion and BusinessWeek; from 2011-2016, was the personal finance columnist for The Washington Post.

His long-standing finance weblog, The Big Picture, has led to some calling him the “blogfather.” TBP generates half a million page views per month and has been covering everything investing-related since 2003. The blog has amassed over 250 million visitors.

Sreeni Prabhu

HOOKE3647.width-250.jpg

Managing Partner, Co-Chief Executive Officer & Group Chief Investment Officer, Angel Oak Capital Advisors

Sreeni is a co-founder, Managing Partner and Group Chief Investment Officer at Angel Oak Capital and is responsible for the overall investment strategy of the firm. He is also the Chief Executive Officer and President at Angel Oak Mortgage, Inc. (NYSE: AOMR).

Prior to Angel Oak, Sreeni was the Chief Investment Officer of the investment portfolio at Washington Mutual Bank in Seattle where he managed a $25 billion portfolio. He was also part of the macro asset strategy team at the bank. Sreeni previously worked for six years at SunTrust Bank in Atlanta, where he was responsible for investment strategies and served as Head Portfolio Manager for the $3 billion commercial mortgage-backed securities portfolio. He began his career at SunTrust in 1998 as a Bank Analyst focused on asset/liability management and liquidity strategies.

Sreeni holds a B.B.A. degree in Economics from Georgia College and State University and an M.B.A. in Finance from Georgia State University.

Katherine Molnar, CFA

HOOKE3647.width-250.jpg

Chief Investment Officer, Fairfax County Police Officers Retirement System

Ms. Molnar joined Fairfax County Retirement Systems in 2013 and currently serves as Chief Investment Officer of the Fairfax County Police Officers Retirement System, a $1.8 billion plan. Her responsibilities include all aspects of portfolio management and oversight, including strategic and tactical asset and risk allocation, selection and supervision of external investment managers and risk management. From 2001 until 2012, Ms. Molnar was Vice President, Senior Research Analyst at AIG Investments’ Hedge Fund Solutions Group – both in London and New York. At AIG Investments, Ms. Molnar was responsible for due diligence procedures and research including: sourcing new managers, monitoring current hedge funds, analyzing portfolio risk and performance, making new investment recommendations to an investment committee as well as hedge fund asset allocation recommendations for portfolio construction. She was additionally responsible for portfolio reviews and overall asset allocation recommendations for external client portfolios. Previously, she was Vice President, Market Research Analyst at Citigroup Investments’ Alternative Investment Strategies group. Prior investment management experience includes positions at Paribas Asset Management as well as Trevor Stewart Burton & Jacobsen. Additionally, Ms. Molnar spent one year in Warsaw, Poland launching the first retail mutual funds available to the Polish market as well as two years in Frankfurt, Germany as an intern with J.P. Morgan. Ms. Molnar received a B.S. in Business Administration/Finance from the University of North Carolina at Chapel Hill. She is a CFA charterholder.

Ryne Miller

HOOKE3647.width-250.jpg

General Counsel, FTX US

Ryne joins FTX.US from Sullivan & Cromwell LLP where he was a Partner and Co-Head of its Commodities, Futures & Derivatives practice. He was formerly an attorney at the U.S. Commodity Futures Trading Commission where he served as legal counsel to Chairman Gary Gensler. Miller is an active participant in the American Bar Association's Derivatives and Futures Law Committee as well as the New York City Bar Association's Futures & Derivatives Regulation Committee. He is also on the Executive Committee of the Futures Industry Association's Law & Compliance Division.

Before that he worked as a law clerk for Magistrate Judge Steven P. Shreder in the U.S. District Court for the Eastern District of Oklahoma. Ryne has a LL.M. from the New York University School of Law and a JD from the University of Oklahoma College of Law. He has a bachelors degree in Economics from Oklahoma State University.

Hernán Luis y Prado

HOOKE3647.width-250.jpg

Chief Executive Officer & Founder, Workshops for Warriors

Hernán Luis y Prado served in the United States Navy for 15 years as a Hospital Corpsman and then as a Surface Warfare Officer. Hernán saw three combat tours of duty in Iraq and Afghanistan, and is a graduate of the Navy Surface Warfare Officer School, where he completed the Chief Engineering Officer and Combat Systems Officer curricula. His personal decorations include the Navy Achievement Medal and Combat Action Ribbon, as well as various unit and service awards.

An accomplished businessman and civic leader, Hernán was recognized by the White House as a “Champion of Change” for Workshops for Warriors’ extensive efforts and notable achievements in helping veterans successfully transition from the military into advanced manufacturing careers.

In 2014, Hernán received the “Keith M. Turnham Humanitarian Award” in recognition of his military service and his continued commitment to serving the communities of San Diego. In 2015, Hernán was recognized by the California State Legislature as the “80th Assembly District for 2015 Veteran of the Year,” and more recently, “CEO of the Year” by the San Diego Business Journal in 2017.

Marc X. LoPresti

HOOKE3647.width-250.jpg

Co-Founder & Board Member, BattleFin

Marc is a Wall Street veteran with over 25 years’ experience in alternative investments and the asset management industry, having started his career on the floor of the New York Stock Exchange working for Lehman Brothers.  In addition to being founder and chair of LoPresti Law Group, PC (a boutique law firm focused exclusively on the alternative asset management industry), Marc is currently:

  • Co-Founder & Managing Director, IDI Group (a global multi-family office focused on early-stage venture investments)

  • Founder & Managing Director, IDI Advisory Group (a boutique merchant bank)

  • Co-Founder & Board Member, BattleFin Group (a leading alternative data company)

  • Chairman, Low Emissions Resources Group (a leading development-stage renewable energy company focused on hydrogen synthesis)

  • Managing Director, The Strategic Funds (an alternative asset management firm focused on niche investment strategies)

Marc has also previously held the following positions:

  • Executive Committee & Co-Founder, Ranger Global Real Estate Advisors, LLC (an SEC-registered investment advisor with $1b+ AUM)

  • Management Committee, Alternative Capital Advisors (an SEC-registered multi-manager hedge fund investment advisor)

  • Co-Founder & Managing Director, Structured Alternative Solutions, LLC (a unique shared-risk multi-manager hedge fund)

  • Co-Founder & Managing Director, Moneta Management (a boutique investment vehicle and merchant bank)

Marc is also a recognized authority on securities laws, alternative investments, family offices and related topics appearing regularly on CNBC and other financial news networks including Bloomberg, Fox and international networks.  He is a frequent and sought-after speaker at conferences around the world (speaker CV available on request).  He graduated from New York Law School in 1997. 

Caitlin Long

HOOKE3647.width-250.jpg

Founder & Chief Executive Officer, Avanti Bank & Trust

Caitlin Long is Founder & CEO of Avanti Bank & Trust. Ms. Long is a Bitcoin expert who previously spent 22 years in senior roles at Wall Street firms. She was a managing director who ran Morgan Stanley’s pension solutions business (2007-2016), held senior roles at Credit Suisse (1997-2007) and began her career at Salomon Brothers (1994-1997). From 2016-18 she jointly spearheaded a blockchain project for delivering market index data to Vanguard as chairman and president of Symbiont, an enterprise blockchain start-up. In 2017, after a flaw in a Wyoming law blocked her from donating appreciated bitcoin to endow a scholarship for female engineers at the University of Wyoming, she volunteered to help fix the statute. That led to her helping spearhead a multi-year initiative to make Wyoming, her native state, an oasis for blockchain companies in the US, where Wyoming has enacted 26 blockchain-enabling laws since 2018. Two Wyoming governors have appointed her to serve on the Wyoming Legislature's Blockchain Task Force / Blockchain Select Committee. She is a graduate of Harvard Law School (JD, 1994), the Kennedy School of Government (MPP, 1994) and the University of Wyoming (BA, 1990).

Steve Kokinos

HOOKE3647.width-250.jpg

Chief Executive Officer, Algorand

Steve is the CEO of Algorand and responsible for overall business vision and strategy.

Steve is a serial entrepreneur, most recently co-founder and Executive Chairman of Fuze, where he was responsible for corporate strategy. Under his direction, the company transformed the way enterprises view collaboration as a key driver of business visibility, process improvement, and results. Today, Fuze has over 700 employees servicing over 1500 enterprise customers around the world.

Prior to Fuze, Steve was co-founder of BladeLogic, Inc., a recognized leader in the data center automation market with a Fortune 500 client list including GE, Time Warner, Microsoft, Cable & Wireless, Walmart, and Sprint, among others. Bladelogic held a successful IPO and was later acquired by BMC Software for ~$800M.

Prior to BladeLogic, Steve was co-founder and CEO of Web Yes, Inc., an early market leader in the Web hosting and application service provider arena that provided infrastructure services for Sun Microsystems, Netscape, and Lycos, among others. Web Yes was acquired by Breakaway Solutions in 1999.

Alex Klokus

Founder & Managing Partner, Kyber Capital

Alex Klokus is a Founder and Managing Partner at the SALT Fund. Alex is a serial entrepreneur who built and sold both the media company Futurism and the sleep and wellness business Gravity.

Al Kim

HOOKE3647.width-250.jpg

Director of Investments, Helmsley Charitable Trust

Al Y. Kim is a Director of Investments at the Helmsley Charitable Trust. In this role, Al is responsible for helping lead the development and implementation of the overall investment strategy at the Trust, which entails thematic research, manager due diligence, and portfolio construction and execution across all segments of the investment program. Prior to Helmsley, Al was a Director in BlackRock’s OCIO business and a consultant at Wilshire Associates. Al has an MBA from the University of Chicago Booth School of Business and a Bachelor of Science from the University of Southern California and has earned the CFA and CAIA designations.