Jeremiah Baker, Co-Founder of Bonin Ventures
Jeremiah Baker grew up in a diverse family with over 40 foster brothers and sisters. His parents were both entrepreneurs, running businesses in real estate, auto repair, hair salons, and restaurants. Growing up in this environment he watched his parents display amazing levels of generosity where he learned to have compassion and to always help those in need. While in college he started a web development and advertising business during the dotcom boom with his college roommate. They built websites for organizations such as the National Soccer Hall of Fame and designed advertisements for Pfizer and many others.He’s spent the last 20 years working with enterprise technology companies across dozens of industries including banks, enterprise software, auto manufacturers, hedge funds, energy companies, cyber-security, and many more.He’s consulted with some of the world’s top companies including, Siebel Systems, Hewlett Packard, Equifax, Nokia, Qualtrics, Quantum Metric, Witness Systems/Verint, and many more. Jeremiah graduated from Hartwick College with a Bachelor of Arts in economics. He enjoys mentoring startups helping them define their unique selling propositions and go-to-market strategies. He’s the Co-Founder of Bonin Ventures and currently resides in Atlanta, GA.
Robert J. Bernstein, PRISM Family Office, LLC, Founder, Managing Member | Guitars Over Guns Organization, Inc., Co-Founder, Chairman.
For more than forty years Bob Bernstein has helped drive several of the most respected firms in the global financial services industry, culminating in various philanthropic and socially driven investment endeavors. A Wharton School grad, (BSE 1976, summa cum laude), Bob started his career with IBM and eventually joined Delaware Investment Advisors, where he helped pioneer numerous asset classes, led their international expansion, and sat on the advisory boards of East West Institute, Russel 20/20, and the NYU Salomon Center. He then joined Brinson Partners to develop Emerging Markets as an asset class, visiting over 50 countries in various stages of capital markets development and enabling him to take his young sons to places like South Africa and visiting his hovel in Soweto. No textbook could ever match those experiences or help them better appreciate their American birthright. The sale of Brinson to UBS in 2003 provided Bob the ability to start a Family Office, consult to Envestnet Inc. founder, Jud Bergman, invest in ENV’s IPO, and co-found what is today a trillion-dollar retirement services platform. He serves on the Boards of Fay Financial Inc., a national residential real estate group, PFM Asset Management, a $15BB OCIO, and Audiience Inc, an affinity marketing tech startup. Most importantly, he was able to help his son, Chad, launch Guitars Over Guns, a 501c3 music mentoring organization, in 2008. Already serving 1000+ middle-schoolers annually in Miami, Chicago and LA, GOG is positioned to scale even more dramatically with the help of several internationally acclaimed institutional partners. GOG is a proof statement that family values lead to multi-generational legacy. By promoting passion and giving our kids the tools to convert those passions into vocations, by celebrating failure as a stepping-stone to success, we promote self-fulfillment, driving a virtuous cycle to lead, succeed and give back. As a member of Stanford’s Family Office Advisory Board, Bob is committed to helping all families embrace such social entrepreneurialism.
Samuel Bertram, CEO/Co-Founder, OnePointOne Inc.
Samuel is the CoFounder and CEO of OnePointOne. In San Jose, CA, OnePointOne (OPO) has developed the most advanced indoor farming system in the world. Combining proprietary robotics, AI and plant-cultivation technology, OPO grows a wide variety of fruits and vegetables using 99% less land and water, with zero soil, pesticides or heavy metals. By building OPO's automated vertical farms in every major city on earth, they aim to unlock global fresh-food e-commerce, biopharmaceuticals and diet-based preventative healthcare. OPO's mission is to eliminate diet-related disease through personalized plant-based foods and medicines. Samuel graduated from Santa Clara University in 2016 with a B.S. in Mechanical Engineering, and in 2018 with a M.S. in Robotics and Mechatronics. While at Santa Clara, Samuel was involved in the creation of an autonomous marine vessel as well an autonomous omnidirectional robot. Samuel’s Master’s Capstone Project was the origin of OnePointOne.
Joe Boggio, Co-Founder, Applied Innovation Exchange (AIE)
Joe has been working on the cutting edge of emerging technology, innovation, and transformation for over two decades. Joe spends his time in three core areas. First as an executive coach to senior teams in late-stage startups and public companies, helping them navigate the unique leadership challenges that come with driving innovation. Second as a consultant to organizations endeavoring to advance co-innovation programs by creating the leadership architecture and culture needed to support co-creation. Third, providing coaching to develop innovation and transformation leaders. Joe recently departed from Capgemini to start his own consulting firm. Capgemini is the largest consultancy in Europe, where he co-founded the Applied Innovation Exchange (AIE). The AIE comprises 21 physical innovation centers around the world. The AIE works to support corporations as they navigate their most complex transformational challenges and innovation ambitions. It exchanges with key constituents in the innovation space such as incubators, accelerators, venture capital, academia, research institutions, analysts, entrepreneurs, technology leaders, startups, and corporates. Previously, Joe held leadership positions at tech giants including IBM, Oracle, and Microsoft. His tenure in these firms was focused on redefining functional areas to best leverage shifting technology and marketplace demands. Joe is an active venture investor in disruptive technologies. He earned his BS in Engineering from Michigan State University and has completed the Stagen Integral Leadership program. He is also serves on the Board of Advisors for the Stanford University Engineering School Program on Disruptive Technology and Digital Cities. He lives with his wife in Silicon Valley.
Kathleen Cahill, Vice President, Cushman & Wakefield
Kathleen Cahill is a Vice President at Cushman & Wakefield managing strategic partnerships and emerging technology initiatives. In her role, Kathleen advises C&W service lines on leading technology solutions and trends that can help drive organic growth, operational efficiencies and strategic transformation. Prior to C&W, she spent four years working for JPMorgan Chase & Co. as a strategy and business consultant analyst for their multifamily, commercial and construction lending businesses. She was recently named to CSQ’s NextGen 10 in 2018 for Real Estate and Finance and is the co-founder of the women’s focused real estate technology industry group, Women in PropTech.
Stephen Cardot, Founder, CEO, and President of CloudCover.
As founder, CEO, and president of CloudCover – an automated, algorithmic intelligence based, AI-driven cybersecurity platform – Stephen's personal mission is the same as his company: To bring certainty back to an uncertain world. He has been involved in eliminating online risk since the early 1990s. In the early days, the internet was brand new, hard to explain, and already ripe for cyberattacks. He created the first online banking project solution for a regional bank in Florida, developing and advancing never-before-seen technology to address and deliver truly effective security for data in transit. Through authoring numerous data insurance and blockchain patents and identifying leading-edge technology, he has been working hard to secure and protect network data ever since – executing complex business technology projects, navigating a broad array of start-up environments, and leading the acquisition and merger of the technology that’s foundational to CloudCover. In conversations with countless CISOs, he hears the same sentiment: When it comes to network security, system failure – and therefore company and brand risk – is inevitable. Cyberattacks are getting more sophisticated. More complicated. More frequent. He also knows there are plenty of cybersecurity companies out there who make claims they can’t back up. Overpromising. Underdelivering. CloudCover offers a smarter way forward. A good night’s sleep for CISO’s. A world with #NoMoreHacking – when we have the right pieces in our cybersecurity toolkit. The transformative, AI-driven CC/B1 platform proactively detects and eliminates threats and risks at the TLS packet handshake at microsecond speed, with zero-trust accuracy. The product-agnostic platform extends to all edges of your company’s network, augmenting and filling gaps to provide an extra-smart layer of protection. In addition to work at CloudCover, he is also engaged in numerous cybersecurity initiatives, including active membership in Stanford University’s Global Program Center, Disruptive Technology Program; a Senior Sponsor Member of the Rochester Institute of Technology’s cybersecurity education initiatives, including the RIT SAFE Labs; and he is an active member of the renown SINETConnect.
Michael G. Dana, Lieutenant General
Lieutenant General Mike Dana, USMC retired after thirty-seven years of service on 1 September 2019. He was commissioned in 1982 after graduating from Union College in Schenectady, N.Y. During his career he commanded aviation support units in the Southwestern United States and Iraq. These organizations provided construction, engineering, fuel, firefighting, and airfield operations support to Marine Corps aviation units. He also commanded a logistics unit in Afghanistan that provided construction, engineering, maintenance, supply, and transportation support to 20,000 Marines in Helmand Province, Afghanistan. As a Lieutenant General, he served as the Deputy Commandant for Installations and Logistics (DC I&L) and as the Director of the Marine Corps staff (DMCS) from 2015-2019. As DC I&L, he and his team led and managed the operation and upkeep of 24 Marine Corps bases and stations in the United States and overseas. His team implemented measures that increased the materiel readiness of the Marine Corps’ multi-billion-dollar ground equipment inventory. As DC I&L he formed a Next Generation Logistics Team (NEXLOG) focused on innovation. This team was instrumental in the fielding of additive manufacturing into the Marine Corps. NEXLOG also spearheaded experimentation with unmanned air, sea and land logistics delivery platforms. This team was the incubator for the first ever Marine Corps Innovation Challenge, an event that provided Marines around the world a venue to express their ideas and develop solutions for tough logistical problems. NEXLOG made in-roads into the private sector to capture best practices in data analytics, predictive maintenance, and optimization of supply chains. As DMCS he was third-in-command of the Marine Corps, a premier military force of 186,000 personnel and $43B dollar budget.
Joseph Deitch, Founder, The Elevate Prize Foundation
Joseph Deitch is the founder of the Elevate Prize Foundation, an organization created to identify, empower, and celebrate social heroes around the world whose ideas and endeavors elevate the human experience. In doing so, and in sharing their stories, the Elevate Prize seeks to raise consciousness around the world and inspire a chain reaction of problem solving, goodness and giving back. Mr. Deitch is the chairman of Commonwealth Financial Network, which he founded in 1979. Today, with over $200B in assets under management, Commonwealth serves the needs of 2,000 financial advisors across the United States. He is also chairman of Southworth Development, a golf and resort real estate company with award-winning properties in the United States, Scotland and The Bahamas. In 2011, Mr. Deitch helped to form Commonwealth Cares to maximize the impact of Commonwealth Financial Network's charitable efforts. Since its inception in 2010, Commonwealth Cares has supported more than 360 different organizations that relieve human suffering, promote social and economic growth, and protect our planet's resources. In 2012, he founded the Deitch Leadership Institute at the Boston Latin School, the oldest public school in the United States. The institute provides leadership training and focuses on the individual growth of students as well as on community improvement. Mr. Deitch also serves on the board of Sanku: Project Healthy Children, an organization working to eradicate malnutrition in Africa. In 2019, Sanku received the Zayed Sustainability Prize, was named to Fast Company's Most Innovative Companies, and was one of eight organizations named in Give Well's “Standout Charities.” Time also named the organization’s proprietary Sanku Dolsifier machine as one of the Top Inventions of 2019. He is a Tony Award-winning Broadway producer of The Gershwin’s Porgy and Bess and the author of the #1 Amazon bestseller Elevate: An Essential Guide to Life.
Ronald S Diamond, Chairman and CEO, Diamond Wealth Strategies
Mr. Diamond graduated Magna Cum Laude from Northwestern University with a degree in Economics. Following graduation, Mr. Diamond worked at Drexel Burnham Lambert working in high yield, investment banking, and money management. Following Drexel Burnham, Diamond became a Managing Director at Bear Stearns managing over $ 1 billion for high net worth individuals. After Bear Stearns, Diamond launched a $250 million hedge fund utilizing his proprietary trading strategy. He successfully ran the hedge fund for 10 years, beating the S & P index each year, and ultimately sold it to an institutional investment firm.
Jim Disanto, Managing Partner, Motus Ventures
Jim has 25 years experience as a silicon valley tech executive and veteran entrepreneur, mainly in enterprise software, mobile applications, location based services, sensors, and automotive systems. During the past decade, Jim co-founded and lead KonaWare, a pioneer in mobile applications for transportation/logistics, which he sold to Yamei Electronics of Beijing in 2009. Jim joined Yamei as a board director/GM and formed strategic partnerships with auto OEMs and Tier1s. Yamei was acquired by Trimble Navigation in 2011. Prior to this, Jim co-founded Simplexity Wireless, a leading MNVO with revenue in excess of $400M annually, and Vicinity (VCNT), one of the first web location based services, which went public in 2000, and was purchased by Microsoft (for MapPoint) in 2002. Jim is the co-founder and MD of Motus Ventures, an early stage venture capital firm funding businesses focusing on AI, Robotics and IoT. Jim serves or has served as a Board Member/Observer and/or Advisor to companies including Waze, Auto-Talks, Quanergy, Doorman, Metawave, Argus Cyber Security, and others. Prior and during his tenure at Motus, Jim has formed extensive executive and technical level relationships with auto OEMs, T1 suppliers, logistics firms, global industrials, fleet management providers, telecommunications operators and suppliers, university and government research organizations, and more. As well, Jim built collaborative partnerships with research groups within the UC system (UCSD, Berkeley, Riverside), Stanford, and U of Michigan, and with private research institutions (e.g. PARC), resulting in the commercialization of technology and founding of new businesses. Jim earned bachelor degrees in Aerospace and Computer Engineering at the University of Michigan, and an MBA at Stanford University.
Brendan Fitzgibbon, Senior Director for Global Policy, VISA
Brendan currently leads global strategy go-to-market and commercialization initiatives for Visa Inc’s core next generation faster payment product, Visa Direct. Prior to this role, Brendan led Visa’s response to global regulatory and government activity in the highly regulated Payments industry. Brendan is active in leadership roles across Visa that include fintech strategy, IoT, government solutions, regulatory risk for clients, alternative payment methods, the economic impact of digital payments, future of work, smart cities and financial inclusion. Prior to Visa, Brendan spent several years in Corporate Strategy consulting, most notably with Kaiser Associates, leading engagements covering market intelligence, M&A, political-economic risk and go-to-market strategy. He has a BA in Political Science from Duke University and a MBA in Global Management from the Thunderbird School at Arizona State University.
Roland Frasier, CEO of All Channels Media, LLC
Roland Frasier is the CEO of All Channels Media, LLC. He is co-founder/principal of 6 different Inc. Magazine fastest growing companies in the e-commerce, e-learning, real estate and SaaS spaces. His portfolio of companies will generate about $4 Billion in sales this year. He is a serial entrepreneur who founded, scaled or sold over 35 different businesses including CPG, events, SaaS, brick and mortar, eLearning & manufacturing companies with sales ranging from $3 million to to just under $4 billion. Roland has been featured in Entrepreneur, Forbes, Money, Business Insider, Inc. Magazine, Yahoo Finance, Fast Company and on all major television networks. He has interviewed Sir Richard Branson, Arnold Schwarzenegger, Marcus Lemonis, Spanx founder Sarah Blakely and many other industry leaders on his award winning Business Lunch podcast. Roland has produced infomercials with Guthy-Renker, completed publishing deals with Simon & Schuster and Random House, negotiated shows with major hotel on the Las Vegas strip, funded over 100 private and public offerings, run an international hedge fund, and advised major brands (from PepsiCo to Uber to Southwest Airlines and MacDonald's) on a variety of business issues. Roland practiced law in San Diego in his firm for approximately 14 years before leaving to focus exclusively on his business portfolio. He currently lives in Rancho Santa Fe, California and invests in and advises business owners on how to acquire, leverage, grow, scale and exit their companies.
Carolina García Jayaram, Founding Executive Director, The Elevate Prize Foundation
Carolina Garcia Jayaram is the Founding Executive Director of The Elevate Prize Foundation, a global purpose-driven nonprofit that serves to amplify social impact and empower passionate problem solvers, leaders, and innovators. García Jayaram has over two decades of experience in leading nonprofit organizations dedicated to enriching and shaping social impact, philanthropic, and cultural communities. She most recently served as CEO & president of the National YoungArts Foundation and, prior to that, as president & CEO of United States Artists, where she managed $25M in unrestricted awards to the country’s most accomplished artists. Previously, García Jayaram was the executive director of the Chicago Artists Coalition (CAC). While there, she was a member of Mayor Rahm Emanuel’s Cultural Advisory Council and was named “Chicagoan of the Year in the Arts” by the Chicago Tribune. Currently, García Jayaram is a member of the Fast Company Impact Council, an invitation-only collective of innovative leaders and the most creative people in business. She also serves on the Advisory Council for Ruth’s List Florida and on the Latin American and Latinx Committee for the Pérez Art Museum Miami (PAMM). García Jayaram received her Juris Doctor degree from the University of Miami School of Law, where she is now an adjunct professor as well as a member of the Advisory Committee for the Art + Sports Law LLM program. She is of Cuban and Spanish descent, and currently resides in Miami Beach, Florida with her husband and two sons.
Michael Hartmann, McMaster University
Michael Hartmann is a jointly appointed Professor of Medicine and Management at McMaster University, Co-Director of the University’s Health Leadership Academy and Principal of The Directors College - Canada’s founding professional development program for board directors (2003-2021). He also serves as the founding Executive Director of an EMBA program in Digital Transformation teaching courses on Corporate Innovation and Digital Entrepreneurship. Dr. Hartmann has held senior leadership roles with universities in the UK and Canada. He previously served as Deputy Dean and CXO, Manchester Business School (2007-2012), and Assistant Dean, Rotman School of Management (1998-2007) where he established a globally ranked executive education business (Top 20 Business Week and Top 50 Financial Times). He is also the Founder and Principal of the educational consultancy, The Leadership Portfolio. Dr. Hartmann has over 25 years experience as an educational consultant, facilitator and trainer to organizations around the world. A sample of his client assignments include work for Novartis (Switzerland), Ziraat Bank (Turkey), Thales Group (France), JCB (USA), Omantel (Oman), Al-Futtaim Group (Dubai), Manchester Airport Groups, British Sky Broadcasting, NBCUniversal (UK), Dentsu Aegis Network (Singapore, New York, London), BDO, SOCAN and OMERS (Canada). His current research interests focus on the topics of disruptive innovation and governance. He leads an annual course on innovation for board directors and is an advisory member of Stanford's Digital Cities Consortium and the Australian Institute of Company Directors (AICD) Technology, Governance and Innovation Panel. Dr. Hartmann holds graduate degrees from the University of Toronto (MA) and York University (MBA) and a doctoral degree from the University of St. Gallen, Switzerland. He also holds professional accreditation with The Directors College (C.Dir.) and le Collège des administrateurs de sociétés (ASC). His work on corporate governance and executive and directors education has been published in academic journals as well as the professional press. He also hosts a regular podcast series called The Collaboratorium.
Michael Loeb, Loeb Enterprises
Michael Loeb is a serial entrepreneur and venture investor. After an 8-year corporate tour at Time Inc., Michael’s first entrepreneurial endeavor was Synapse Group which revolutionized the marketing and sustaining of magazine and newspaper subscriptions worldwide by leveraging its patented continuous service business model. Synapse was sold to TWX in 2006. Incubated inside of Synapse was Priceline, which was founded by Synapse’s co-founder, Jay Walker, and co-funded by Michael. In 2007 Michael founded Loeb Enterprises (LE) with partner Rich Vogel. LE, and its lab Loeb.nyc, has been described as a ‘company factory’ – our ideas, our capital, our talent - developing both home-grown and early-stage external businesses. Today Loeb.nyc is building 20 companies.
Tara Prakriya, Co-Head, Azure IoT Mobility division, Microsoft
Tara Prakriya is the Co-Head of the Azure IoT Mobility division focused on the Microsoft Connected Vehicle Platform and Azure Maps. Along with a very deliberate ecosystem including the world’s leading mobility and transportation companies such as Volkswagen AG, Renault-Nissan-Mitsubishi Alliance, TomTom, Moovit and others, Azure is working to reshape the automotive industry taking advantage of the simultaneous landscape shifts of connected vehicles, artificial intelligence, shared ownership, user mobility and electric vehicles business models. She rejoins Microsoft after a fun ride as CPO of a startup in enterprise AI, Maana, from seed to just before the close of series C. Prior to that she worked at Microsoft cumulatively for 15 years in Windows and Bing. She also had roles at Merck and Scantron. In her various roles she has tackled machine learning, enterprise AI, big data analytics, content management, handwriting recognition, ink / touch and new hardware, educational LMS systems and online advertising. She’s an AI pragmatist and believes the most important part of any solution is identifying and decomposing the right question.
Toby Eduardo Redshaw, CEO, Verus Advisory
Toby Redshaw is CEO of Verus Advisory. Verus is a highly networked advisory service focused on innovation, transformation and technology intensive challenges across verticals and all scale of firms. Prior he was at Verizon for almost 5 years. Most recently he was responsible for Verizon’s Enterprise Innovation and 5G Solutions area. He previously ran 5G Ecosystems, Innovation and Product Development, the AR/VR and Location Services/Geo Intelligence Business. Toby was CEO of Kevington Advisors, a leading-edge consultancy offering services in enterprise technology strategy and transformation, coaching start-ups and various government/military engagements. Toby previously held Global CIO positions at American Express and Aviva PLC, HQ in London. His responsibilities also included Risk, NPI, eCommerce. He held product, marketing, strategy, venture, supply chain, diversity and technology responsibilities during the six years prior at Motorola, while also Executive Chairman of a start-up portfolio company. In 2000 he was a GM at a global start-up, one of the first cloud-based solution platforms for hospitality out of Silicon Valley, China, London. He has sat on numerous boards and advisory boards including B corps, publicly traded firms, not for profits and start-ups. He was executive chairman of a cancer charity. He was at of FedEx for a 17 year career in both business and technology based in Asia, Latin America and US. Toby was named to Top CTO 25 – Most Influential IT leaders by InfoWorld and Top 50 Global CIOs by Information Week. He co-chaired the working group on scale disruptive technologies at the Council on Competitiveness. He sits on the DELL IT Advisory Board and the advisory board of the Lake Nona Impact Forum. He was born and raised in Mexico and is proud to have become a U.S. citizen in 2014.
Graham Seed, Head of Family Office
Graham has over 12 years’ family office experience, partnering with some of the largest and most complex families in the US in each of Boston, New York and San Francisco. His experience includes establishing and operating private trust companies; formulating, presenting and implementing tax and estate planning strategies for family clients; leading and delivering complex transactions; and trust planning involving onshore and offshore trusts and entities, including non-profits. Graham joined Claridge Venture Partners, LLC, the Deitch Family Office entity, in August 2019 with a mandate to improve, build out, and professionalize the service proposition offered to the family. Prior to joining the family office world, Graham spent 6 years in the Fidelity International group, serving as Chief of Staff to the Chief Executive as well as serving as Head of Legal of the parent company. Graham graduated with a MA (Hons) in Classics from Edinburgh University and received his Legal Practice Course and Graduate Diploma in Law (with Honors) from the University of Law, London. He practiced law in London for 10 years specializing in corporate law on behalf of sports and media clients.
Marcus Shingles, Vice President & Partner, Bain
Marcus is a social-impact minded executive with over 20 years of management and leadership experience working with senior executive teams across premier global organizations, governments, and prominent startups, specializing in innovation and digital transformation, organizational change, and emerging and disruptive technology. Marcus was recently the CEO of the XPRIZE Foundation, the global leader in incentive competitions used to crowdsource innovation and disruptive technologies to solve the world’s grandest challenges facing humanity. Prior to XPRIZE, Marcus was a Partner at Deloitte Consulting leading the Innovation Group where he worked with Fortune 100 corporate executive teams and Government leaders to prepare for the opportunities and threats associated with disruptive innovation. Marcus helped establish and co-led the Innovation Partnership Program, a venture with XPRIZE and Singularity University to curate and support a membership-based community of Fortune 200 executive teams with their innovation strategies and digital transformation. Marcus is part of the Singularity University guest speaker faculty, and on the Board of Advisors for Stanford University School of Engineering-Global Project Center’s Disruptive Technology & Digital Cities Program. Marcus has appeared/been interviewed on national and global broadcasts as a thought leader, including on NBC’s The Today Show and CNBC's Squawk Box, as well as being featured and/or contributing to leading publications such as The Wall Street Journal, Los Angeles Times, Forbes, and Wired Magazine. In addition, Marcus has provided keynotes on the topic of disruptive innovation for the CEO’s executive team summits at leading organizations and several Governors and their cabinets, as well as opening keynotes at leading conferences and universities, including Kellogg Northwestern University, Purdue University, Singularity University, and co-hosting the United Nations Summit on Innovation with the President of the U.N. at the UN HQ in NYC, and “AI for Good” Summit in Geneva. Earlier in his career, Marcus ran the Consumer Products CRM consulting practice at Ernst & Young consulting, and started his career in industry at the Kellogg Company in Sales & Marketing, Global IT, and Customer Strategy teams. As a passion project, Marcus has pioneered a program in partnership with the public school system in Los Angeles to bring “exponential entrepreneurial” training to high school students in currently underserved communities.
Don Strickland, Founder, Strickland & Associates
Don’s career has been both successful and rewarding. He was the visionary behind the world’s first consumer digital camera, which he developed at Kodak and launched at Apple. This camera disrupted the traditional imaging markets and led the way to a new industry in digital imaging. As Apple’s Vice President of Imaging and Publishing, Don led the re-architecture of the Apple platform from traditional print publishing to “new media” including music, video and the Internet. Don left Apple to head a Silicon Valley startup company, PictureWorks Technology, which was one of the first companies to implement its technology as a “Software as a Service” (SaaS) deployment. His company invented and patented the familiar “drag and drop” interface for uploading images, music and video to websites. He sold his startup company to a public company, IPIX Corporation, and became its CEO. Over the course of five years He led the company to become an early pioneer of the “Web 2.0” business model with its interactive imaging technologies. He now heads Strickland & Associates, which consults with some of the world’s most successful companies on business model innovation and corporate entrepreneurship. He also serves as Adjunct Professor, Innovation and Entrepreneurship, Imperial College London. Education has played an important role in Don’s career. He holds a Master of Science degree in Physics (University of Notre Dame), a Master of Science degree in Optics (University of Rochester), a Juris Doctor degree in Law with a specialty in Intellectual Property (George Washington University), and attended Stanford University as a Sloan Fellow.
William I Woodson , Head of Strategic Wealth Advisory and Family Enterprise Services, Boston Private/Silicon Valley Bank
William I. Woodson (Bill) has spent his career advising wealthy families, closely-held business owners, and family offices across a wide range of wealth management disciplines, including investment management, taxation, estate planning, philanthropy, wealth education, and family office best-practices. Bill is a frequent author on issues wealthy families face and is quoted extensively in financial publications. Bill is a Lecturer in the Master’s in Wealth Management program at Columbia University School of Professional Studies, a member of the Advisory Board for the Stanford University Global Family Office Initiative, and a co-founder of the UHNW Institute, an independent non-profit that provides thought leadership and content helpful to families, family offices, and professionals. Bill is currently Head of Strategic Wealth Advisory and Family Enterprise Services for Boston Private, an SVB Company. Bill joined Boston Private, an SVB Company, from Citigroup, where he was a Managing Director and Head of the Family Office Group for Citi Private Bank. Before joining Citi, Bill was a Managing Director and Head of the UHNW and Family Office business for Credit Suisse. Bill began his career in Big Four public accounting, where he spent a decade providing tax and related planning advice to wealthy executives, families, and closely-held business owners. He left public accounting to run the family office for one of his larger clients, a Hong Kong-based family with 40 employees and operations in Hong Kong, San Francisco, and Vancouver. Bill was a founding member of myCFO, an integrated wealth management and technology firm started by several well-known Silicon Valley entrepreneurs. Shortly before the sale of myCFO to Harris Bank, Bill joined Merrill Lynch's Private Banking and Investment Group and oversaw an integrated investment advisory practice for UHNW families and family offices ranging in net worth from $25 million to $2 billion. Bill has a master's degree in accounting from New York University's Stern Graduate School of Business and a bachelor's degree in economics from the University of California, Irvine. He previously held designations as a Certified Public Accountant (CPA) and Certified Investment Management Analysts (CIMA). Bill was also a founding member and past President of First Graduate, a non-profit that helps students become the first in their families to graduate from college.
James H. Zukin, Managing Partner of Zukin Partners LLC and Principal of the Zukin Family Office (Zukin Capital).
Zukin Partners provides strategic financial advisory services, including fairness opinions, private placements, M&A, and financial restructuring. Primary industry platforms include life sciences/medical devices, sports, media & technology, and consumer. Zukin Partners is headquartered in Los Angeles and serves clients across the United States. Investment banking engagements are conducted through a broker/dealer affiliate.