Charter Member Name



Displaying 26 – 50 of 210

Carly Hoeler

Senior Vice President – Head of Business Development

Ashford Inc.

View Profile

Please upload a professional picture of yourself
choeler@ashfordsecurities.com
Company

View Details

Ashford (NYSE American: AINC) is an alternative asset management company with a portfolio of strategic operating businesses that provide asset management, investment management and related services to the real estate and hospitality sectors. Ashford’s principals have a long track record of success and many years of experience investing and operating in real estate. Currently, Ashford serves as the advisor to two NYSE-listed real estate investment trusts, Ashford Hospitality Trust (NYSE: AHT) and Braemar Hotels & Resorts (NYSE: BHR) and acts as the investment sponsor to three alternative investment products – Braemar Series E/M Redeemable Preferred, Ashford Hospitality Trust Redeemable Preferred and a private fund focused on value-add commercial real estate opportunities in Texas.

Read More

View Details


Ashford Securities LLC
Suite 780
Dallas, Texas 75254
United States
Map It

Charles J Centauro

President

Jack Laurier

View Profile

Company

View Details

Jack Laurier is a boutique boutique luxury real estate operator and advisory firm, focused on luxury SFL (Single Family Leisure) real estate as an institutional grade investment vehicle.

We use big data to identify exceptional vacation homes in high-barrier-to-entry growth markets, and that can generate double digit yields (unlevered) when repositioned into branded vacation rental operations.

We have proven operating experience with over $150M+ of luxury vacation rental assets in 36 luxury SFL markets across the Americas, Caribbean, Europe, and Southeast Asia. Assets under our stewardship generate more revenue than 99% of all highest-grossing properties in our segment, outperforming notable local and larger operators as much as 10 to 1.

Our property partner and investor base is made up of private wealth management professionals, UHNW individuals and family offices looking to hedge their current real estate holdings with the asymmetric return profile of the SFL asset class.

Learn more at https://jacklaurier.com/

To download our executive summary, access it privately here: https://hubs.ly/Q02F1Pvc0

Read More

View Details


1250 Rene Levesque Blvd W
Suite #2200
Montreal, Quebec H3B 4W8
Canada
Map It

Charles Sidman

Founder and Managing Partner

ECS Capital Partners

View Profile

Company

View Details

ECS is a venture capital firm investing in innovative seed and growth-stage technology-based companies capable of high financial return and positive human, social or environmental impact. It provides a diversified and multi-stage portfolio of this asset class to investors ranging from accredited individuals to institutions of all sizes. Due to its unusual structure and operating style, ECS is itself innovative and impactful, fully investor focused, highly networked and collaborative, globally active and evergreen. We are passionately committed, diligent, creative, confident yet humble.

Read More

View Details


ECS Capital Partners
PO Box 200
Bar Harbor, ME 04609
United States
Map It

Chris Hasty

Founding Member and Chief Financial Officer

Amos Global Energy Management

View Profile

Company

View Details

Amos Global Energy is dedicated to building a diversified portfolio of upstream energy investments in emerging markets, including oil and gas projects as well as select energy transition initiatives. Our approach prioritizes benefiting local communities, adhering to the highest standards of environmental, social, governance, and safety practices, and delivering competitive returns to our investors.

Our vision is to become a market-leading Latin American upstream energy company, offering investors attractive returns and sustainable, long-term, profitable growth. We are committed to maintaining high standards of corporate citizenship, protecting the environment, and creating a positive impact on the communities where we operate.

What sets AGEM apart:

Extensive Operational Experience: A proven track record in emerging markets, including Latin America and Africa.
Strong Government Relationships: Trusted connections with government agencies and regulatory bodies, enabling us to navigate complex markets effectively.
Diverse Expertise: A versatile management and technical team that accelerates progress on opportunities with efficiency and precision.

Read More

View Details


1010 Lamar Street, Suite 425
Houston, Texas 77002
United States
Map It

Chris Janelli

Chief Executive Officer

ArtVestment LLC

View Profile

Please upload a professional picture of yourself
cjanelli@artvestmentllc.com
Company

View Details

Fine works of art are today recognized and growing as an alternative diversifying investment asset. ArtVestment LLC was founded to acquire, manage, and curate rare fine art investment assets that will act as a long-term Store of Value, a hedge against inflation, recession and currency devaluation, and preserve generational wealth. ArtVestment LLC will manage the Fine Art portfolios held in qualified investor owned companies. ArtVestment will primarily focus on rare works of art that typically fall within the top 1.2% of fine art sales representing 60% of all global art revenues, which in 2022 were $67 billion dollars. These type rare assets are historically proven to preserve generational wealth. ArtVestment’s world-class Fine Art Team is led by Steven P. Murphy, former CEO of Christie’s auction house. Steven is supported by his team of fine art experts, managerial and legal associates at his art advisory firm Murphy & Partners (MAP)

HQ’d in London with offices in New York and Houston. Under an exclusive fund advisory arrangement, MAP will develop with ArtVestment asset investment strategies, plus manage all aspects of asset acquisition, portfolio management and curation, and investor reporting. Parties interested in investing in ArtVestment LLC management company are welcome to contact us.

Read More

View Details


85 Scoville Ore Mine Rd
Salisbury, Connecticut
United States
Map It

CJ Evans

Managing Director

Project Financing Assitance LLC

View Profile

Company

View Details

Project Financing Assistance LLC is one of seven companies that operate under American Diversified Enterprises LLC (ADE). The other ADE companies assist with preparing federal government grant and loan guarantee applications, provide third-party services such as environmental assessments and feasibility studies, and carry out due diligence and analysis.

In addition, ADE has established companies to advance innovations in agriculture, media, the environment, and transportation. ADE also maintains a strategic collaboration with an advocacy organization that CJ Evans (as a registered Capitol Hill lobbyist for the past 40 years) co-founded in 2019, the Alternative Fuels & Chemicals Coalition, which is now the second largest bioeconomy lobbying group in the U.S. with 150+ member companies that employ more than 600,000 people and generate in excess of $350 billion per year.

Project Financing Assistance (PFA) was formed to address two major gaps in the financing that is available to advance new initiatives: the difficulties in (1) securing development capital and (2) obtaining financing for first-of-their-kind projects (see attached descriptions).

These gaps cause years and years of delays and swallow far too many worthwhile projects that could benefit society and the planet, which we never will know about because they were unable to advance.

As a registered lobbyist, CJ has been involved in establishing and working to improve two federal loan guarantee programs … the only programs of their kind … that were established as bridges “over the valley of death” for developers of first-of-their-kind technologies. The valley of death is the gap in financing between the grants and seed funding that are available to develop and validate a new initiative … and the funding that is needed to move through the final Technology Readiness Level (TRL) to commercialize it.

As useful as the federal loan guarantee programs have been (one of which gave Tesla its start, and financed the development of the Nissan Leaf and Ford’s EcoBoost engines, as well as the first utility-scale wind and solar projects in the U.S.), they can only advance a handful of projects, which still must obtain development capital from the private sector to move forward, which typically takes years and years and leaves many worthwhile projects behind.

In response to this need, PFA has established working relationships and collaborations with seed and venture capital funds and a mid-market equity and project financing firm to expedite the advancement of worthwhile projects in health care, sustainability, alternative fuels, renewable chemicals, biobased products, and climate crisis mitigation.

PFA looks forward to expanding is collaborations … and advancing worthwhile, game-changing projects … with members of the Family Office Club.

Read More

View Details


1200 G Street, NW
Suite 800
Washington, DC 20005
United States
Map It

Colin Cody

Advisor

Morgan Stanley Private Wealth – The Kartheiser Group

View Profile

Please upload a professional picture of yourself
colin.cody@morganstanley.com
Company

View Details

– Access to leading open-architecture Alternative Investment platform offering exclusive deals from premier private credit, private equity and venture GPs
– Traditional Private Wealth Management Services (Philanthropy, Tax Mitigation, Impact Investing, Investment Management, Estate Planning, Lifestyle Enhancement and Investment Banking)
– OCIO bespoke portfolio construction from our group of 20+ CFAs, CAIAs group
– Multifamily Office Offering, comprehensive suite including marquis deal flow (co-investment and direct investment with world class GPs), tax preparation, enhanced due diligence assistance from our Morgan Stanley GIMA team, real-time P&L and analytics from Morgan Stanley Fund Services
– Pre-IPO private placement investments
– Forbes and Barron’s Best in State Advisor (The Kartheiser Group)

Read More

View Details


233 S. Wacker Drive, Suite 8600
Chicago, Illinois 60606
United States
Map It

Conrad Metz

Principal

Metz Capital

View Profile

conrad@privateequitydeal.com
Company

View Details

Investment Banking Services: Capital Raising

Read More

View Details


Conrad Metz

Principal

Metz Capital

View Profile

Company

View Details

I partner with select real estate investment firms offering unique real estate or superior term structures to connect with investors.

Read More

View Details


Dakota Diaz

Managing Partner

Green Cloud Capital, LLC.

View Profile

Please upload a professional picture of yourself
dakota.diaz@greencloudcapital.com
Company

View Details

Private Equity & Alternative Investment
Providing individuals and family offices unique growth equity and real estate investment opportunities into the cannabis industry through both direct and fund-based offerings with emphasis on dividends for higher IRR and lowered risk.
Our firm is built atop our Partner’s successful consulting and brokering firm Platinum Strategies – which has seen over 300 clients in the California market find success, with some even becoming pre-eminent private operators.

Read More

View Details


Daniel Brody

COO

Verus Praedium Fund 1, LLC

View Profile

daniel@veruspraediumfund.com
Company

View Details

We raise capital to invest in cash flowing real estate, using a blend of traditional and innovative purchasing approaches.

Read More

View Details


Daniel Markee

Founding Partner

Forterra Investment Partners

View Profile

Please upload a professional picture of yourself
dmarkee@forterraInvestoments.com
Company

View Details

Forterra invests the private equity of high-net-worth individuals, family offices, and accredited investor funds through curated deal selection into commercial real estate opportunities.

We focus on providing powerful results, with a nimbleness that enables us to exploit conditions in a fast-changing environment.

Read More

View Details


Dante Thompson

CEO & Portfolio Manager

dante.thompson@summr.tech
Company

View Details

Summr, operating under Summr Capital Management, is a quantitative trading platform leveraging proprietary market structures to optimize trading strategies across multiple asset classes. By identifying patterns within market volatility, Summr applies a sophisticated, automated trading system designed to generate alpha beyond event-driven models. The platform integrates machine learning, sentiment analysis, and structured risk management to enhance precision in entry and exit points, achieving a historically back-tested return on invested capital (ROIC) of over 35% above SPY. Summr offers a fully automated trading solution with minimal human intervention, focusing on long and short equity positions, dynamic risk controls, and cross-market analysis. Additionally, investors can customize risk preferences, access scalable trading strategies, and engage with a transparent, disciplined investment framework aimed at capital preservation and consistent long-term performance.

Read More

View Details


2425 Windy Ridge Ct
Plano, TX 75025
United States
Map It

Darlene Walley

Acting CEO

Arstat Pharmaceuticals, Inc.

View Profile

Company

View Details

Arstat Pharmaceuticals addresses, for the first time, critical unmet needs in women’s health. Below are Arstat Pharmaceuticals’ key success factors. 1. Founder & President/CSO is a top expert (J&J, Pfizer) in Women’s Health and a co-inventor of the leading US birth control pill (sales translated in $1.8B in today’s market). 2. Strong product pipeline, including 2 Phase III-ready assets (confirmed by the FDA) and 2 likely global blockbusters. All products will be developed via a rapid 505(b)(2) pathway. 3. Addressing huge unmet needs in women’s health, an addressable US market is 50 million women. a. First-ever contraceptive product designed for women with high BMI (disproportionally impacted by the overruling of Roe vs. Wade). b. A first-in-category treatment for uterine fibroids and endometriosis c. A first-in-category treatment for heavy and painful menstrual periods d. An optimal oral contraceptive brand for normal-weight women 4. Outstanding IP: Extensive patent portfolio (13 granted US and EU patents, and more in progress) 5. Seasoned Management Team and Stellar Advisory Board Please contact me to learn more about this investment opportunity.

Read More

View Details


1221 Ocean Avenue
Santa Monica, California
United States
Map It

Dave Wolcott

Founder & CEO

Pantheon Investments

View Profile

Company

View Details

Pantheon Investments is a niche private equity firm that helps investors diversify from the stock market by accessing exclusive investments in alternative assets that provide cashflow, low risk, tax efficiency, and attractive returns.

Read More

View Details


5342 Clark Road
#1075 Sarasota
United States
Map It

David Harrison

Director of Acquisitions

CapstoneCrest Corporation

View Profile

Please upload a professional picture of yourself
DavidHarrison@CapstoneCrest.com
Company

View Details

The CapstoneCrest brings together conservative, purposeful, syndicated investors, hedge funds, a network of experienced investors, and advisory councils nationwide to acquire and upgrade multifamily properties, such as senior independent living apartments and assisted-living facilities (ALFs), in order to improve delivery of safe, dependable, well-maintained facilities, and vital services to our senior citizens. CapstoneCrest partners with brokers and investors with 25-years of experience, who provide direct one-on-one mentoring, training certification, sponsors, underwriters, and training conferences where owners of 8400-units engage us.

Read More

View Details


2121 Eisenhower Ave
#207
Alexandria, VA 22314
United States
Map It

David Vasquez

Chief Executive Officer

Epic Multifamily Construction LLC; B"H Interests, LLC

View Profile

Please upload a professional picture of yourself
david@epicmfc.com
Company

View Details

EPIC operates as a full-service general contractor . We are skilled in rapid-response maintenance and repairs. Our principal focus, however, is servicing the multi-family industry, including, but not limited to: roof repair and replacement, community rehabs and turnarounds, exterior and interior painting, structural repairs, plumbing, electrical work, concrete work and amenity packages. We also coordinate site assessments by manning due diligence walks, identifying permitting issues, and assisting with design and architectural consultations. Epic Multifamily’s geographic market is focused on Texas with approximately 72% located in the greater Houston area.
B”H Interests, LLC is devoted to evaluating, investing in, and owning real estate assets. The Company focuses its efforts on multi-family residential projects throughout the state of Texas.

Read More

View Details


3100 Weslayan St
Suite 260
Houston, TX 77027
United States
Map It

David Wood

CFO

Phoenix Loans

View Profile

Company

View Details

We are a private, real estate lender that started in 2009 and currently operates in 5 states. Our Fund is focused on capital preservation at above average return rates.

Read More

View Details


3420 E Shea Blvd
Suite 100
Phoenix, AZ 85028
United States
Map It

Denisse Miller

CEO / Founder

Ricenbeans Global

View Profile

Company

View Details

WE ARE RICENBEANS GLOBAL, we were born in Guatemala in 2014 with a small group of social media and developers specialists united by one mission: to Innovate and help businesses to achieve their goals with Digital Solutions.
We are experts in our craft: Innovation, Software Development, Data-driven, Fintech, Intelligent Artificial, Blockchain, Machine Learning, Digital Marketing solutions and Business Strategy.

Read More

View Details


501 SE 1st Ave, Hallandale Beach, FL 33009 33009
United States
Map It

Diane Weinert

Founder/Principal

Global Networking _ Siren De

View Profile

Company

View Details

Mission- Siren De’s , philosophy is ensuring to become the go to company for financiers and investors, as well as developers.
Vision- Siren De , takes a sophisticated approach to bring the #1 commodity to those that may not otherwise have it.
The development that we have contributed to and still in development are,
Non-renewable energy
Medical
Scientific Engineering
Academia

Proposal approved,
Federal Register
EU Funding
Middle East Venture Capital
Maritime Silkroad

Read More

View Details


411 OFarrell St
San Francisco, CA 94102
United States
Map It

Dom Carretta

Vice President – Investor Relations

ProudLiving Companies

View Profile

Company

View Details

ProudLiving Companies: Urban Housing. DONE PROUD!

ProudLiving Communities: Full Service Real Estate Owner/Operator
– New Jersey based Real Estate development company, who currently owns and operates 1300+ multi-family residential and mixed-use properties across multiple counties. Main focus is value-added RE acquisitions in New Jersey, in business since 2008.
ProudLiving Construction: Licensed Construction Company in NJ.
– Renovated 700+ units
– Gut renovations, upgrades & ongoing maintenance
ProudLiving Realty: In-house Sales and Rental Infrastructure
– Home ownership education programs for tenants

Read More

View Details


235 S Harrison St
East Orange, New Jersey 07018
United States
Map It

Donald Carroll Jr.

Co-founder/Quantum relationship officer

QUANTIFIC

View Profile

Please upload a professional picture of yourself
donald.carroll@quantific.net
Company

View Details

QUANTIFIC delivers simplicity for IoT with seamless streaming from the edge to the finger tips, anywhere, anytime. Our pioneering approach is revolutionizing the IoT landscape by providing our scalable and secure “Quant-OS” – intelligent edge-to-anywhere platform-as-a-service (PaaS) solution, which allows businesses to easily deploy, manage, and achieve their IoT goals faster and more efficiently than ever before across all major industries. Our vertical solutions are designed to help customers improve operational efficiency, reduce costs, and make better data-driven business decisions.

Read More

View Details


2202 Azalea Garden Dr, Atlanta
ATLANTA, GEORGIA 30338
United States
Map It

Doug Levi

Chief Encouragement Officer

Strategic Insurance Services

View Profile

Company

View Details

We work with high net worth families and business owners on portfolio insurance and risk management strategies to reduce costs while maximizing protection. Our Mission is to “Help families and businesses Prepare, Protect, and Recover from life’s unexpected events. Move forward. With Confidence.”

Read More

View Details


Strategic Insurance Services
4501 Mainlands Blvd
FL 33782
United States
Map It

Dr James Stoxen DC., FSSEMM (hon)

President

Team Doctors DBA Physicians Medical Technologies inc

View Profile

Company

View Details

Team Doctors is a high-performance wellness brand whose mission is empower people with the wisdom and tools to help reach their health, fitness and performance goals.

Physicians Medical Technologies inc does research and development of medical devices for the healthcare professional and the consumer.

Read More

View Details


222 W Ontario Street
suite 503
Chicago, IL 60654
US Minor Outlying Islands
Map It

Dr. Kursat Keskin

Founder and General Manager

KSW Cargo Airlines

View Profile

Company

View Details

A new Cargo Airlines project in the EU requires funding (Loan/Venture capital, or Debt- investment).
Our team has 22 – 30 years of experience and know-how.
We are planning to establish the airline in Malta and operate it in Katowice/Poland or in Cologne/ Germany.
We have prepared our project and Business Plan.

if you are interested in investing in Cargo Airlines, please feel free to contact me.

We are looking forward to meeting you with my team.

Read More

View Details


Ravensbergstr.17
Gelsenkirchen 45883
Germany
Map It