It is with great pleasure that we invite you to join us at the Inaugural Real Estate Opportunity Zone Meeting in San Francisco. The Tax Cuts and Jobs Act of 2017 created a new program that incentivized investments in certain development areas by eliminating capital gains taxes after a 10 year hold period. This program is viewed as the most substantial development incentive created over the past few decades by the federal government.
Our gathering brings together the most important real estate investment vehicles, institutional allocators and private wealth investors that are actively involved in this initiative. Over 250 of the leading US based private equity real estate funds, institutional investors and other real estate and finance professionals will come together to network and discuss investment opportunities, allocations, and the performance of all real estate related asset classes that will benefit from tax-free opportunity zones.
BY THE NUMBERS
Managing Director, Direct Investments, TwinFocus (Boston)
Wil oversees the firm’s Real Estate investing initiatives across various direct and fund investments at TwinFocus. He is responsible for sourcing and leading the diligence efforts of deals for TwinFocus’ real estate portfolio as well as on an ad-hoc basis on behalf of the firm’s clients. Wil manages the real estate team where he is responsible for overseeing the structuring and ongoing monitoring of investment opportunities across sectors including multi-family, hospitality, industrial and commercial. Wil works alongside executive management and the firm’s Managing Directors to set macro investment policy as specifically related to real estate trends.
Hall Capital Partners +
Vice President, Hall Capital Partners (San Francisco)
Nick Franchot is a Vice President at Hall Capital Partners in the Absolute Return group, responsible for research, identification, due diligence, and monitoring of liquid and illiquid credit and distressed funds, event-oriented and arbitrage-oriented hedge funds, and traditional fixed income funds. Mr. Franchot is also responsible for the firm's Opportunity Zone investments. Mr. Franchot joined the firm in 2017. Prior to joining Hall Capital Partners, Mr. Franchot worked at Passport Capital, a global investment firm that utilizes macro and equity long-short strategies. At Passport Capital, Mr. Franchot was a Senior Investment Analyst who led the firm's investments in financial services companies and helped develop the firm's macro outlook. Prior to Passport Capital, Mr. Franchot served at the US Treasury Department as a Senior Policy Advisor in the Office of Capital Markets and developed policy related to financial institutions and capital markets. Mr. Franchot is a Senior Advisor to the board of the National Wildlife Federation. He graduated from Yale University with a B.A. in Political Science and earned an M.B.A from the Stanford Graduate School of Business.
RCLCO Real Estate Advisors +
Vice President, RCLCO Real Estate Advisors (Los Angeles)
Eric is a Vice President based in RCLCO’s Los Angeles office. At RCLCO, Eric works with a wide variety of market-leading firms throughout the real estate industry to craft and execute organizational strategy, portfolio transformation, and corporate growth initiatives. As a leader in the firm’s management consulting practice, Eric brings extensive experience in strategic planning, organizational design, due diligence, and risk assessment to projects that interface with client teams at all points in the development lifecycle. His collaboration with executive teams has resulted in transformational strategies for companies and investors across all industry sectors and a range of global markets. More broadly, Eric regularly contributes innovative client-focused research and solutions across industry topics including risk management, alternative investment structures, and evolving consumer demographics. Eric graduated magna cum laude from Yale University with a Bachelor of Arts in Economics. At Yale, Eric was a Robert C. Bates Fellow, and he completed independent research examining value capture mechanisms and the impacts of large public investment on urban development.
Principal, EnsoWealth (San Francisco)
William (Bill) DeMar has spent 15+ years working with families that have built their wealth as real estate entrepreneurs, mid-sized business owners, or entrepreneurial minded executives. His desire to have more impact on the lives of the people he works with and the wealth management community, drove him to the RIA structure where he became one of the founding members of Enso Wealth Management – a transformative wealth management firm rooted in abundance, self-awareness and independence. As part of the evolution of Enso, Bill and his partners have worked to build out an alternative asset platform accessible by their advisors for their high net worth relationships, which includes investments in real estate and Qualified Opportunity Zones.
Veritas Family Partners +
Vice President, Veritas Family Partners (Austin)
Sally's professional background includes 20 years in real estate investment, development and advisory at global property and financial services firms in Sydney, London and New York. She has advised on property portfolios of up to $13bn, rated over US$25bn of structured products and secured debt & equity for over $500m of mixed use developments. Sally is currently a VP at Veritas Family Partners - a family office led by veteran real estate investor, Vaughn Brock. Veritas partners with high-quality sponsors of real estate deals across most real estate sectors, providing finance along the capital stack. Most recently they have been investing in climate controlled self-storage developments.
Aurum Wealth Management +
Chief Investment Officer, Aurum Wealth Management (Cleveland)
Michael is responsible for leading the firm’s investment research on capital markets. He created the firm’s quantitative and qualitative due diligence process for analyzing investment managers across equities, fixed income, and alternative strategies. In addition, he developed the Aurum Asset Allocation Frameworks based on the firm’s proprietary Ultra Modern Portfolio Theory which guides the management of client portfolios. He authors market commentaries and quarterly investment strategy newsletters. Previously, Michael was a member of a wealth advisor team at a national investment management firm.
Sonen Capital +
Managing Director, Senior Real Assets Strategist, Sonen Capital (San Francisco)
David Hood leads the firm’s private markets investment activities, with an emphasis on real assets portfolio strategies. Previously, Dave was a Managing Director at Stanford Management Company, where he oversaw the overall investment portfolio for $9B in AUM in real estate, private equity and natural resources investments for the Stanford University endowment. The investments were global in scope and included investments in public and private funds, direct investments in assets and operating companies and tactical overlays. Before joining Stanford, Dave was a Senior Managing Director of Real Assets for Sterling Stamos. Prior to joining Sterling Stamos, Mr. Hood was one of the founding partners at Lone Star Opportunity Fund, where he held various responsibilities, for over $1 billion in commercial mortgage debt and real estate portfolios. Mr. Hood also held a similar position as a founding member of Lone Star’s predecessor company, Brazos Fund; a Robert M. Bass sponsored entity that, together with its related entities, acquired over $3 billion in real estate assets. Previously, Mr. Hood worked as a Partner at several real estate development firms including Trammell Crow, Hillman Properties and Barker Interests. Mr. Hood holds a B.A. from Stanford University and an M.B.A. from Harvard Business School.
Highmore Group Advisors +
Director & Head of Real Estate, Highmore Group Advisors (San Francisco)
David focuses on the firm’s real estate activities. He is primarily responsible for developing relationships with real estate operators, structuring investments, overseeing the management of the firm’s real estate strategies and expanding the firm’s capital base. Prior to joining Highmore, David was the Founder and Managing Director of Madrid Group, a real estate investment firm that worked with family offices and ultra-high net worth individuals pursuing opportunistic investment strategies to build a long-term portfolio of high-quality, generational real estate assets. He was primarily responsible for sourcing and structuring investments, overseeing management of investment strategies, and managing the acquisition process. In this capacity, he focused on investments across the entire risk-adjusted return spectrum in multiple product types and geographies where reposition, development, and renovation created value over the investment term.
Frank A. McGrew
McNally Capital +
Managing Partner, McNally Capital (Chicago)
Frank A. McGrew IV is a Managing Partner at McNally Capital where he leads Merchant Banking efforts while also supporting the firm’s Direct Investing efforts. He also initiated and now leads McNally’s OZ investment efforts while collaborating with McNally’s network of over 800 family offices. Previously he was a Managing Director within Investment Banking at Raymond James having also 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’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.
Impact Community Capital +
President & CEO, Impact Community Capital (San Francisco)
Jeff joined IMPACT in 2012 as Chief Investment Officer. In 2016 he was named interim President following retirement of the company’s founding CEO and became President & CEO in 2017. He leads the senior management team in developing and implementing the strategic direction of the company and is responsible for creating and communicating the organization’s mission, vision, values and brand. Jeff has 30 years of experience in financial services and capital markets, including 23 years in impact investing. Prior to joining IMPACT, Jeff served as Chief Financial Officer for Capital Impact Partners, one of the nation’s largest Community Development Financial Institutions.
New Island Capital Management +
Principal of Real Estate, New Island Capital Management (San Francisco)
Paul is Principal of Real Estate at New Island Capital. For over 20 years, Paul has been refining his approach and practice to real estate impact investing. A thoughtful approach to real estate and land use has the power to shape the quality, resilience, and vitality of our communities as well as our overall planetary health. Paul takes great pride in honoring and honing that craft. His earliest introduction to real estate impact investment came as a non-profit Executive Director at The Nature Conservancy where a pioneering investment in thousands of acres of underwater land resulted in one of the country’s largest marine shellfish recovery projects. Under his leadership the chapter received the 2004 US EPA Environmental Leadership Award. Paul is a former President of an east coast brownfields redevelopment company, as well as an executive at an urban development firm that specialized in affordable housing, adaptive re-use, and historic restorations of urban infill property. Paul has developed and managed over a thousand apartments as well as townhouses, mixed use buildings and urban retail. Prior to New Island Capital, Paul was an executive at a leading-edge developer of highly sustainable single family homes in San Francisco. He received his Master’s degree in urban planning and real estate finance from the University Of Pennsylvania.
DJ Van Keuren
Hayman Family Office +
Executive Director, Hayman Family Office (Los Angeles)
Mr. Van Keuren is a Top 10 US Family Office Real Estate Professionals by Family Capital, one of Trusted Insight’s Top 30 Real Estate Investors at a Family Office, a Forbes Real Estate Council Member, and a successful author & sought after speaker for family offices conferences throughout the Globe. DJ Van Keuren is a Vice President for the Hayman Family Office, the Single Family Office of the Hayman Family who was the founder of Giorgio Perfume. Here he is responsible for family office capital and the real estate activities which support Hayman Properties, and of the Hayman Family Office. Previously he worked as the Director of Family Office Capital for the Arsenal Family Office (SFO) working on their real estate portfolio and investments. Over his 25 years’ of experience, he has been responsible for the underwriting, and the placement of debt and equity of over $2BB USD in real estate assets.
Jesse M. Lynch
Prime Buchholz +
Research Analyst- Real Assets, Prime Buchholz (Portsmouth)
Jesse joined Prime Buchholz in 2012. He has more than 15 years of industry experience. He is responsible for researching, monitoring, and reporting of private capital and real assets strategies. He is a member of the Defined Contribution Committee. Previous experience: Portfolio Manager in the Commercial Real Estate Division of TD Bank, Senior Portfolio Analyst at Municipal Mortgage and Equity, LLC in Boston, where he was focused on advising a large insurance company in the commercial lending space. B.A. in Political Science from Bates College and a Certificate in Commercial Real Estate from Boston University. Member of CFA Institute/Boston Security Analysts Society.
Humphreys Capital +
Managing Director, Investor Relations, Humphreys Capital (Oklahoma City)
Ben Stewart is a Partner and Managing Director of Investor Relations for Humphreys Capital where he is primarily responsible for communicating fund strategy and performance and representing the firm’s investors in the investment process. In his prior roles, Ben directed the investment processes for two foundations. He formed the first investment team and constructed and established the investment process that turned The University of Oklahoma Foundation’s $1.5 billion portfolio into a top-decile ranked endowment. His responsibilities included managing the investment team to recommend asset allocation, perform due diligence, select managers, and monitor the Foundation’s portfolio which included dozens of private limited partnerships.
Alpha Capital Partners +
Chief Executive Officer, Alpha Capital Partners (Pittsburg)
As Founder and Chief Executive Officer of Alpha Capital Partners, Jide is responsible for strategic direction and finance. Jide has over 10 years’ experience in commercial real estate due diligence, finance, and asset management. He has been involved in over $2.5 billion of debt and equity financing, recently as Vice President at Rice Energy Inc., – a publicly traded energy firm, and previously as CEO of Oasis Supply & Trade, Inc., an Inc. 500 company. Jide earned a Bachelor’s degree in mechanical engineering from University of Oklahoma, and an MBA from Oklahoma Christian University.
Sixty West Funds +
Principal, Sixty West Funds (Atlanta)
Jason K. Cordon graduated summa cum laude from Campbell University with a bachelor’s degree in accounting in 2000, and cum laude from the University of North Carolina at Chapel Hill School of Law in 2003. He also passed the CPA exam in 2001. Upon completion of his legal studies, he practiced tax law as an associate at Paul Hastings, LLP, a leading international law firm. In 2010, he joined the law firm Morris, Manning & Martin, LLP, an Am Law 200 firm headquartered in Atlanta. He was elected to the partnership in 2012 and was a partner in the tax, corporate, and real estate capital markets practices.
T. Dupree Scovell
Woodbine Development +
Managing Director & CIO, Woodbine Development (Los Angeles)
Dupree Scovell joined Woodbine in 2011. Based out of Woodbine’s Los Angeles office, he is responsible for the company’s acquisition platform and capital markets efforts. He also manages Woodbine Legacy Investments, a private equity fund dedicated to the acquisition and development of upscale select-service hotels and lifestyle destinations throughout the U.S.
CapZone Impact Investments +
Chief Executive Officer, CapZone Impact Investments (New York)
Throughout his 35-year finance career, Al has been an advocate and practitioner for positive social impact investing at scale. As CEO of CapZone, Al combines his expertise and experience to develop a new asset class, Opportunity Zones, to convert profits to purpose nationally. Previously, as an investment banker, private equity investor, strategic financial advisor and creator of market based government related partnership initiatives, he has invested and advised domestic and international parties on complex strategic financial assignments, including corporate mergers, acquisitions and restructurings; loan portfolio monitoring, infrastructure finance, securitization and credit portfolio risk management. Recently, Al served as CEO of Capitol Peak Asset Management, and prior to that, Managing Director for Moelis & Company in New York, overseeing Public Sector initiatives. He was Co-Founder and Managing Director of Signal Equity Partners, and spent his early career at Lazard Freres and Morgan Stanley. Al holds a BA cum laude from Yale University, a JD From Georgetown University, an MA in Economics from New York University and is a member of the New York Bar.
AG Asset Advisory +
Principal & Founder, AG Asset Advisory (Los Angeles)
Anthony Glomski is the principal and founder of AG Asset Advisory, an SEC-registered investment advisory firm in Los Angeles. He works with a select group of successful tech and business entrepreneurs who are approaching a liquidity event to help them make smart decisions with their money. Anthony is a contributor on MariaShriver.com, a member of the Milken Institute Young Leaders Circle, and a member of the Silicon Beach Surfers.
Sheppard Mullin +
Partner, Sheppard Mullin (San Diego)
Amy L. Tranckino is a partner in the firm's San Diego (Del Mar) office and Practice Group Leader of the Tax, Employee Benefits, and Trusts and Estates Practice Group. Ms. Tranckino is a seasoned deal lawyer. Clients appreciate her creative, solutions oriented approach to complex business matters, including mergers and acquisitions, tax credit financings and partnership ventures. Ms. Tranckino advises clients ranging from family owned businesses to public companies in many diverse industries such as organic food and beverage, healthcare, consumer goods, energy, professional services and real estate. Ms. Tranckino advises developers, investors and lenders, in connection with affordable housing, historic, energy and new markets tax credit projects (primary responsibility for over $800 million in tax credit equity financings).
Allagash Partners +
CEO & Co-Founder, Allagash Opportunity Zone Partners LLC (New York)
As CEO, Co-Managing Principal, and Chair of the Investment Committee, Mr. Barkan is involved in and responsible for all of the investment decisions at Allagash. Prior to founding Allagash, Mr. Barkan was a Founding Principal at Seer Capital, whose assets he helped grow to $4billion. As Head of Commercial Real Estate, Mr. Barkan ran all aspects of the portfolio – from sourcing and analysis to investment and sale. His strategies included purchasing and significantly renovating numerous workforce rental housing properties throughout the Southeast and investing in Commercial Mortgage-Backed Securities B-Pieces, thereby driving deals backed by over $20billion of US CRE properties. Prior to Seer Capital, Mr. Barkan built and ran investment platforms with peak assets of over $10billion during which time he identified the real estate-led economic crisis in advance, allowing investors to benefit from the entirely short portfolio that he constructed. He spent 10 years as a trader at Salomon Brothers, Goldman Sachs, and ED&F Man. Mr. Barkan graduated from Princeton University and is a member of the Triple Nine Society.
Baker Tilly +
President, Principal, Baker Tilly (Austin)
Michael Ross, partner with Baker Tilly Virchow Krause, LLP, and president and principal of Baker Tilly Capital, LLC, the wholly-owned FINRA broker-dealer subsidiary of Baker Tilly, has been with Baker Tilly since 1987. Mike is the team leader for Baker Tilly’s transactions team and specializes in real estate and comprehensive project finance for development projects. He provides strategic planning services to both for profit and not-for-profit clients serving multifamily, single family and commercial sectors of the real estate market.
Baker Tilly Capital +
Partner, Baker Tilly Capital (Madison)
Michael Fitzpatrick, partner with Baker Tilly Virchow Krause, LLP, and executive vice president and principal of Baker Tilly Capital, LLC, the wholly-owned FINRA broker-dealer subsidiary of Baker Tilly, has been with Baker Tilly since 2000 and is a current member of the firm’s board of partners. Michael chiefly works within the Opportunity Zones, EB-5 and NMTC practice areas to provide flexible and affordable capital to qualifying projects and businesses. Within EB-5, Michael works with regional centers and project sponsors to offer EB-5 investments in compliance with US securities laws. Baker Tilly is a leading advisory, tax and assurance firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 147 territories, with 33,600 professionals. The combined worldwide revenue of independent member firms is $3.4 billion. Baker Tilly Capital, LLC, a subsidiary of Baker Tilly, is a boutique investment bank specializing in mergers and acquisitions, capital sourcing, project finance and corporate finance advisory services. Our investment bankers and corporate finance specialists have experience advising clients in evaluating strategic and financial alternatives, creating and executing sell-side and buy-side M&A strategies and identifying cost-effective financing alternatives and sources. Baker Tilly Capital, LLC is a registered broker-dealer, member FINRA and SIPC.
LDK Ventures +
Managing Principal, LDK Ventures (Sacramento)
Denton Kelley is a Partner and the CIO of LDK Ventures, LLC. Mr. Kelley is responsible for identifying and executing new real estate investment and development opportunities. Mr. Kelley is also responsible for sourcing equity capital requirements for all LDK acquisition and development projects. Of recent, Mr. Kelley has been responsible for the acquisition and development of the Bay Area Logistics Center, NorthBay Logistics Center and the Railyards. Mr. Kelley is also currently an owner in McClellan Business Park. He is responsible for managing the acquisition and development of a family owned portfolio that consists of over 1,000 multifamily units and some various other industriala and land assets.
Mr. Kelley was previously a research analyst at a hedge fund in New York, Bessent Capital. Prior to that he worked as an analyst and associate in investment banking at Robertson Stephens in San Francisco.
Panoramic Interests +
Owner, Panoramic Interests (San Francisco)
Patrick Kennedy is the owner of Panoramic Interests, a development firm that has been building housing, live-work space, and commercial property in the Bay Area since 1990. The firm has focused on dense, mixed-use, mixed-income, infill developments, typically financed with private funds. All of the multi-family housing projects include below market rate units. The firm’s projects incorporate the Smart Growth principles designed to discourage auto use, mitigate sprawl, encourage local business, and enhance the pedestrian streetscape. Mr. Kennedy grew up in the East Bay, and attended Claremont McKenna College, majoring in Economics and English. He is a former member of the Carpenters Union and Steelworkers Union, and the California Bar. After college, he worked as a contractor, and then attended Harvard Law School and MIT, graduating with a J.D. and a Masters in Real Estate Development. Early development work included building his own house, and renovating several small commercial properties.
Opportunity Assets Group, LLC +
Managing Director, Opportunity Assets Group, LLC (San Francisco)
Mr. Wolf is a founding principal and chairman of PCG Equity, a privately-held investment company which, through structured finance transactions has acquired substantial real property and other asset in excess of $1B. PCG has offices in San Francisco, New York, and Atlanta. Prior to forming PCG, Mr. Wolf was founding principal and CEO of Intercontinental Pacific Group, a merchant bank that directly, (and through joint ventures with GATX Capital and Sun America Insurance) purchased and sold more than $20B of real property, oil and gas and leased assets. In 1997, Mr. Wolf founded Wolf Family Vineyards in Napa Valley, California, a producer of quality cabernet sauvignon and other varietals. Mr. Wolf received his undergraduate degree from UC Berkeley in 1967 and his law degree from UC Berkeley School of Law in 1970. After graduation, he practiced international tax law with the firm for Kantor and Wolf in San Francisco, California.
F. Fuller O’Connor Jr.
EFJ Capital +
Senior Managing Director, Head of Investor Relations, EFJ Capital (San Francisco)
Mr. O’Connor joined EJF in 2009 and is a member of the Executive Committee. He is responsible for directing all communication with existing and prospective investor relationships. Prior to assuming the role of Head of Investor Relations, Mr. O’Connor served as co-portfolio manager of the EJF Income Fund for over six years and currently acts as an advisor to the fund. Prior to joining EJF, Mr. O’Connor was Senior Managing Director and Head of Real Estate Investment Banking at FBR. Prior to FBR, Mr. O'Connor held senior real estate positions including: Managing Director at Cohen & Steers Capital Advisors and Managing Director at Prudential Securities Incorporated in the Real Estate Investment Banking Group. Mr. O'Connor has held senior positions in real estate at Chase Manhattan Bank, Chemical Bank and Trammell Crow Ventures. Mr. O’Connor holds a BS in Commerce from the University of Virginia.
Belpointe REIT +
Chief Executive Officer & President, Belpointe REIT (Greenwich)
Mr. Brandon Lacoff is currently the CEO and Founder of the Belpointe REIT which is the first public Opportunity Zone REIT in the country. Mr. Lacoff is also the Chief Executive Officer and Founder of Belpointe, a private equity investment firm. Mr. Lacoff was the Co-Founder of Belray Capital, a Greenwich, Connecticut based real estate and investment firm, which was acquired by Belpointe in 2011. Belpointe is known for its luxury condominium developments and its class A apartment communities. Belpointe owns several operating businesses, including Belpointe Asset Management LLC, a financial asset management firm that manages over $1 billion in tradable securities. Mr. Lacoff and its executive team bring financial strength, operational expertise and investing discipline to its portfolio of investments. Mr. Lacoff holds a Juris Doctor degree and a Master’s of Business Administration from Hofstra University and a Bachelor’s degree in Finance from Syracuse University.
Prospect Capital +
Vice President, Prospect Capital (New York)
Dan Ackerman is a Vice President on Prospect’s Investment Team and has worked in real estate and finance since 2007. He is responsible for originating, executing, and managing investments across Prospect’s real estate platform. Prior to joining Prospect, Dan worked at Blackpoint Partners, a U.S. and Caribbean-focused real estate investment and advisory firm, where he focused on debt and equity investments and complex restructuring advisory assignments. He also worked in the Real Estate and Lodging Investment Banking Group of Eastdil Secured, the real estate industry coverage group of Wells Fargo Securities. Before Eastdil, Dan worked at DRA Advisors, a multi-billion-dollar private equity fund manager, where he focused on equity investment opportunities throughout the U.S. Dan received his MBA with a concentration in Finance from New York University's Leonard N. Stern School of Business.
RSM US, LLP +
Partner, Real Estate Senior Analyst, RSM US LLP (Boston)
Troy has 15 years of experience in audit and consulting, with a particular emphasis in real estate and financial services reporting, in accordance with US GAAP, IFRS, NCREIF PREA Reporting Standards and income tax basis. He is also an expert in accounting for asset acquisitions and complex leases and specializes in various tax-advantageous, in particular Opportunity Zones and government subsidized deal structures. Troy’s financial services background involves audits of private equity funds, which hold equity or debt interests in a variety of industries including technology, consumer products, personal services, real estate and renewable resources. His expertise includes complex valuations, mezzanine and first lender analysis, as well as, the evaluation of options. In 2018, Troy was selected as a senior analyst in RSM’s cutting edge Industry Eminence Program, which positions its senior analysts to understand, forecast and communicate economic, business and technology trends shaping the industries RSM serves. These senior analysts advise clients on conditions impacting middle market leaders. Troy’s focus is on the real estate industry.
Blennemann Family Investments +
Principal, Blennemann Family Investments (San Francisco)
As principal at his family office, Blennemann Family Investments, Heinz is a global investor with a passion for networking with others. He is an active member of the Advisory Faculty at the Institute for Private Investors (a network of ~300 family offices), the Band of Angels (an angel investor group), the Greenwich Roundtable (an investor education group), and the Institutional Limited Partners Association (ILPA, a private equity network). Prior to investing in technology, Heinz worked in the field of technology itself. He successfully built Juniper Network's first signal-integrity/technology team. Concurrently, he taught electrical engineering at Stanford University as consulting professor. He received a Bachelor’s Degree in Electrical Engineering and Computer Science (Highest Honors) from Princeton University, a Ph.D. in Electrical Engineering from Stanford University, and an M.B.A from the Wharton School of Business. In 2012, he was awarded IPI's annual mentoring award for networking among fellow family offices.
CliftonLarsonAllen Wealth Advisors +
Managing Principal, CliftonLarsonAllen Wealth Advisors (Minneapolis)
Tony is managing principal with CLA Wealth Advisors and a member of the private investment committee. Previously, he served as the CEO of LarsonAllen Wealth Management, LLC, and CLA Wealth Advisors from 2001 – 2016. During Tony’s tenure as CEO, the wealth advisory business grew from three people and $100 million of assets to over 135 people and $4.5 billion of assets under management, positioning the unit as one of the top five wealth managers affiliated with a CPA firm in the country. Tony is now focused on, and responsible for, advancing the firm’s private investment, family office, and capital markets platforms. Tony is currently spending a great deal of his time leading the firm's initiatives around Qualified Opportunity Zone investments.