Thought Leading Speakers
Warren Biro
Partner
Barnes & Thornburg
Warren Biro
Partner, Barnes & Thornburg
Warren primarily represents investment banks, commercial banks and other sources of debt capital in a variety of commercial lending transactions, including asset-based and cash flow credit facilities, venture debt financings and leveraged acquisitions.
Carter Caldwell
Co-Investment Program Director
Penn Medicine
Carter Caldwell
Co-Investment Program Director, Penn Medicine
As the Penn Medicine Co-Investment Program Director at the University of Pennsylvania, Carter leads Penn Medicine's investments in the cell therapy, gene therapy, mRNA, lipid nanoparticle, and connected health sectors. Carter was previously a Managing Director with Cross Atlantic Capital Partners, a venture capital firm with 4 funds and over $500 million under management, after having founded 2 software companies. Carter holds an MBA from Columbia University and a BA in Philosophy, Politics and Economics from the University of Pennsylvania.
Hutch Corbett
Managing Partner
Armentum Partners
Hutch Corbett
Managing Partner, Armentum Partners
Hutch joined Armentum in 2014 and leads transactions in both the healthcare and technology sectors. He has over 20 years of experience as an investment banker, operator, and lender. Previously, Hutch served as a senior lender at TriplePoint Capital, the Chief Financial Officer of Nexus Dx (a Kleiner Perkins and Bay City Capital–backed start-up), and a healthcare investment banker. Hutch began his investment banking career at Morgan Stanley, helped build the West Coast team at Thomas Weisel Partners, and served as a Managing Director and Head of West Coast Life Sciences in Oppenheimer’s (previously CIBC) healthcare investment banking group in Menlo Park. Hutch received a Master of Business Administration from the University of Virginia Darden Graduate School of Business and a Bachelor of Science in Business Administration from the University of Colorado (Boulder). Hutch and his wife Christine live in Los Altos. When not raising capital on behalf of his clients, he enjoys cheering on his three boys in their various sporting endeavors.
Zachary Darrow
Chairman
DarrowEverett
Zachary Darrow
Chairman, DarrowEverett
Zachary leads the firm’s Corporate & Business Transactions and Private Equity, Capital Markets & Securities Practice Groups. He has forged a reputation over the last two decades as a top dealmaker in sophisticated transactional matters. His practice focuses on the areas of complex business transactions, including mergers and acquisitions, private equity and securities, joint ventures and strategic partnerships, equity and debt financings, restructures and workouts, and sophisticated real estate deals. Leveraging his extensive network of contacts, deep understanding of the intricacies of the law, and negotiating acumen, Zachary helps our clients achieve their goals and take their businesses to the next level.
Brian Demmert
Managing Director, Debt Capital Market Group
ThinkEquity
Brian Demmert
Managing Director, Debt Capital Market Group, ThinkEquity
Brian is a Managing Director in Think Equity’s Debt Capital Market group and has nearly two decades of commercial lending experience, focused primarily in venture capital and private equity backed life sciences, technology and health care services companies. He has completed in excess of $4 billion in loans and is an expert in structuring and negotiating growth capital, asset and equipment-based, subordinate and mezzanine financings.
Dan Devorsetz
Chief Operating Officer and Chief Investment Officer
Horizon Technology Finance
Dan Devorsetz
Chief Operating Officer and Chief Investment Officer, Horizon Technology Finance
Dan Devorsetz co-founded Horizon Technology Finance Corporation (NASDAQ: HRZN), a public, externally-managed business development company in March 2008 and is its Executive Vice President, Chief Operating Officer, and Chief Investment Officer, and also serves as a member of the investment committee. Dan joined the manager and investment adviser of Horizon in 2004 and has more than 25 years of credit and portfolio management experience including more than 20 years in venture lending.
Previously, Dan held positions with General Electric Capital Corporation’s Life Science Finance Group, GATX Ventures, Inc., the venture lending subsidiary of GATX Corporation, and Citigroup. Dan serves on the Board of Finance for the Town of Brookfield, Connecticut, and is the Chair of the town’s Audit Committee. He earned a Bachelor of Science degree from Cornell University and a Master of Business Administration degree from Clark University and is a Chartered Financial Analyst.
Tyler Dietrich
Managing Director
Silicon Valley Bank
Tyler Dietrich
Managing Director, Silicon Valley Bank
Tyler Dietrich, a Managing Director in SVB's Strategic Capital Group, is based in New York City. The Strategic Capital Group provides flexible capital options (mainly mezzanine and convertible debt) for growth-stage technology companies. Since inception the group has provided over $6.8B in commitments to some 330 companies nationwide and in Europe and Israel. Tyler focuses most of his time finding and investing in great companies across multiple sectors within the technology industry.
In 2011, Tyler started his professional career at FactSet, a financial technology company, playing roles in both business development and strategy for a number of years. From there, in 2014, he joined SVB in the Boston office and has held different roles across the bank in Boston, San Francisco, and New York, most recently leading the New York Enterprise and Frontier Tech teams until joining Strategic Capital.
He earned his bachelor's degree from Boston University's Questrom School of Business. He's also completed academic work in economics and finance at The London School of Economics as well as The University of Auckland.
Diane Earle
Chief Credit Officer
Horizon Technology Finance
Diane Earle
Chief Credit Officer, Horizon Technology Finance
Diane as Chief Credit Officer is responsible for overseeing Horizon’s investment due diligence and underwriting, and portfolio management processes. Diane has over 35 years of risk management and financial services experience, including more than 20 years in venture lending.
Diane previously served as Credit Executive, Life Sciences at J.P. Morgan where she was responsible for underwriting and managing transactions for life science companies ranging from growth stage to mature companies. Diane also served as Executive Vice President, Chief Credit Officer at Square 1 Bank, a division of Pacific Western Bank, and held positions as Senior Vice President, Senior Credit Officer at Hercules Technology Growth Capital and Risk Leader – Life Science Finance for GE Capital. Diane earned a Bachelor of Arts, magna cum laude in Economics from Fairfield University.
Randy Garg
Founder and Managing Partner
Vistara Growth
Randy Garg
Founder and Managing Partner, Vistara Growth
Randy has passionately worked with dozens of emerging technology companies over the past 30+ years in various capacities as an investor, advisor, and board member.
In the early 90’s and 2000’s he worked closely with numerous earlier stage technology companies through their growth trajectories as a Principal in a venture capital fund. His experience also includes a number of years in the mid-2000’s on the sell–side as a Managing Director with PwC Corporate Finance leading M&A and financing mandates.
Rekindling his passion for investing in growing technology companies, he co-founded a family office fund in 2010 focused on providing flexible growth capital in the form of growth debt and growth equity to mid-later stage technology companies across North America. In early 2015, these efforts led to his founding of Vistara Capital Partners (now Vistara Growth) carrying on the same investment strategy and approach where he currently serves as its Managing Partner.
Randy has led a number of community initiatives including establishment of the Vistara Elevate Awards, to provide opportunities to underrepresented students from ethnic and racial minority groups in the areas of STEM and finance. He is also a long-standing member of Social Venture Partners (Vancouver) focused on vulnerable children and youth initiatives where he serves on the Development Committee, and where Vistara acts as a Community Business Partner. Randy also serves on the Board of Directors for the Canadian Venture Capital & Private Equity Association (CVCA)
Randy received his BBA from York University, his MBA from University of British Columbia, and is a CFA Charterholder.
Rachel Goldstein
SVP Growth
Runway Growth Capital
Rachel Goldstein
SVP Growth, Runway Growth Capital
Rachel joined Runway Growth Capital in 2022 as SVP of Growth. Prior to Runway, Rachel led marketing and operations at Lighter Capital, a leading revenue-based financing firm focused on early-stage SaaS and technology companies in the United States. During her 5 year tenure, she was responsible for 10x growth in dollars deployed and the creation of Lighter’s partner and ecosystem engine. Additionally, Rachel was the SVP of Operations at Banzai, where she worked with enterprise marketing leaders to drive revenue through engagement marketing solutions. Rachel holds a bachelor’s degree in Marketing with a concentration in International Business from Pennsylvania State University.
Alexander Gorokhovskiy
Managing Director, Deutsche Bank Private Credit & Infrastructure
Deutsche Bank
Alexander Gorokhovskiy
Managing Director, Deutsche Bank Private Credit & Infrastructure, Deutsche Bank
Alexander Gorokhovskiy is a Managing Director and Head of North American Corporate Direct Lending and Venture Debt at Deutsche Bank, a longstanding multibillion on-balance sheet business. His responsibilities span all aspects of the principal lending business including underwriting, structuring, portfolio management and syndication. Mr. Gorokhovskiy has played a critical role in driving Deutsche Bank’s growing presence in the direct lending market and sits on the Firm’s investment committee. Previously, Mr. Gorokhovskiy held multiple roles in structured credit trading and credit solutions businesses. He was recognized by Private Debt Investor among top “40 under 40 Rising Stars” in 2020. Mr. Gorokhovskiy graduated summa cum laude from Pace University’s Pforzheimer Honors College with degrees in Computer Science and Business Management, with a minor in Mathematics. He is a CFA charterholder.
Chad Gottlieb
Partner
DarrowEverett
Chad Gottlieb
Partner, DarrowEverett
Chad J. Gottlieb, Partner, is DarrowEverett’s Chief Growth Officer and the Chair of our Corporate and Business Transactions Practice Group. Chad represents a wide range of clients, including accredited investors, startups, growth-stage companies, and small and medium-sized business owners. He regularly advises clients with respect to corporate formation and structuring, equity and debt financing, complex commercial contracts, securities law, intellectual property and advertising, marketing, and telemarketing compliance.
Stephanie Heller
Founder and Managing Partner
Bootstrap Capital
Stephanie Heller
Founder and Managing Partner, Bootstrap Capital
Before co-founding Bootstrap Europe to support ground-breaking tech businesses, Stéphanie’s career includes founding, building, and sitting on the board of several successful technology and financial companies in Zurich and London, such as the award-winning fintech start-up Fractal Labs. Stéphanie takes her experiences as a founder and parlays that into guidance and direction to Bootstrap Europe’s portfolio founders in a pragmatic and compassionate way.
Bootstrap Europe’s philosophy of providing debt financing for growth companies was nurtured between 2008 and 2012, when Stephanie, the managing partner for Bootstrap Europe, was responsible for the private equity assets of Cape Capital AG - a Zurich-based multi-asset manager and family office, investing in a whole spectrum of companies, from start-ups to mature businesses.
Laurent D. Hermouet
Partner
Athyrium Capital Management
Laurent D. Hermouet
Partner, Athyrium Capital Management
With over 20 years of fixed-income experience, Mr. Laurent Hermouet, CFA specializes in providing credit to small and medium-sized, fast-growing companies. As one of the three original partners of Athyrium Capital Management and a member of its investment committee, Mr. Hermouet has deployed over $1.5 bn of capital in biopharma, medical devices, and pharma services companies. Mr. Hermouet partners with management teams and board members in the US and Europe to craft bespoke capital structure solutions for companies reaching key growth inflection points. Prior to Athyrium, Mr. Hermouet was a senior credit analyst at Citigroup Alternative Investments and a credit analyst at Goldman, Sachs & Co. He has been a CFA Charterholder and a member of the New York Society of Security Analysts since 2001.
Jonathan David Jacobs
Partner
Morrison Foerster
Jonathan David Jacobs
Partner, Morrison Foerster
Jonathan’s practice focuses on commercial and corporate finance transactions. He represents traditional and alternative lenders and agents in structuring, negotiating, and documenting domestic and cross–border loan arrangements, out–of–court restructurings, debtor–in–possession financings, and other credit arrangements. His experience includes cash flow finance, asset‑based finance, and acquisition finance (including sponsor–backed leveraged buyouts). Jonathan often advises on transactions that include multiple tranches of debt such as second lien, mezzanine, last–out, and unitranche loans, including the negotiation of complex intercreditor, subordination, and participation agreements.
In addition to representing lenders and agents, Jonathan also counsels borrowers, including portfolio companies of private equity firms, in connection with their acquisition, working capital, and other credit facilities. He advises lenders and borrowers in a variety of industries, including technology, software, service, manufacturing, distribution, healthcare, pharmaceuticals, retail, restaurants, and private equity.
BJ Lackland
Managing Partner
Equal Capital
BJ Lackland
Managing Partner, Equal Capital
25 years experience funding and operating startups. I have helped pioneer alternative growth capital for tech companies, funding over 300 companies over the past dozen years with revenue-based financing and growth debt. Raised $50M+ in venture capital, $400M+ in investing capital, and been Managing Partner, CEO or CIO of leading providers of alternative capital for startups.
Currently - Co-Founder and Managing Partner of Equal Capital LLC, a $200M fund providing $1M-$6M in growth debt to tech companies in the U.S. - Co-Founder and Chief Investment Officer of IBI Spikes Fund, a $200M fund providing $1M-$6M in Revenue-Based Financing to tech companies in Israel
Previously - CEO of Lighter Capital for 7 years, pioneered Revenue-Based Financing and completed over 650 financings of $50k-$3M+, raised $220M in funding capital and $26M in venture capital, 5 straight years on the INC 5000 fastest growing companies in the US - Vice Chairman of Founders First Capital Partners, the leading provider of Revenue-Based Financing for diverse founders historically excluded from traditional sources of growth capital - VC at Summit Energy Ventures (Seed and Series A energy tech deals) - CFO of Power Efficiency, a public energy tech company
Heidi Lipton
Founding Partner
Rock Creek Advisors
Heidi Lipton
Founding Partner, Rock Creek Advisors
Heidi Lipton, a founding partner of Rock Creek Advisors, has many years of experience in banking and consulting. She worked over 10 years at Goldman Sachs in their investment banking and asset management divisions and additional years in management consulting for McKinsey & Company in their New York based Financial Institutions practice. Heidi is very talented in identifying a company’s strengths and issues, developing a strategy for improvement, building consensus with all key constituents, and leading a process to obtain a positive outcome. Heidi has extensive experience with clients in many industries and helps guide them through tough financial issues, restructuring, liquidity constraints, sale processes and insolvency matters.
Heidi has an MBA from the Wharton School and a Bachelor of Science and Bachelor of Arts from University of Pennsylvania.
Christopher LiPuma
Managing Director
Fortress
Christopher LiPuma
Managing Director, Fortress
Mr. LiPuma is a Managing Director in San Francisco in Fortress’s Intellectual Property Group, where he focuses on a wide variety of investment opportunities in connection with intellectual property, life sciences, and academic institutions.
Prior to joining Fortress in 2018, Mr. LiPuma headed business development for Kastle Therapeutics, a private equity-backed biotechnology company acquiring ultra-orphan drugs. Before joining Kastle, he was with OrbiMed Advisors, a life sciences-focused asset management firm. At OrbiMed, he worked on royalty monetizations, direct lending to late development stage and early commercial stage life sciences companies, and several private equity transactions focused on acquiring legacy assets from big pharma. He started his career as an investment banker at Leerink Partners.
Mr. LiPuma holds a B.A. from Hamilton College.
Peter Lorimer
CFO
Betterment
Peter Lorimer
CFO, Betterment
Peter is the Chief Financial Officer at Betterment and joined in 2016. In his role, Peter oversees the company’s financial operations, including accounting, financial planning and analysis, corporate development, treasury, tax, and enterprise risk functions. Before joining Betterment, Peter was head of strategic finance at OnDeck Capital. At OnDeck, he was responsible for the company’s financial planning and corporate finance initiatives, including the company’s IPO in 2014. Peter began his career at Bank of America Merrill Lynch, where he was in the Financial Institutions Group of the firm’s Investment Banking Division. Peter holds an MBA from Harvard Business School and a Bachelor’s degree in Political Science from Duke University.
Paul Marino
Partner
Sadis & Goldberg
Paul Marino
Partner, Sadis & Goldberg
Paul Marino is a partner in the Financial Services and Corporate Groups. Paul focuses his practice in matters concerning financial services, corporate law and corporate finance. Paul provides counsel in the areas of private equity funds and mergers and acquisitions for private equity firms and public and private companies and private equity fund and hedge fund formation.
Paul works on a variety of M&A transactions, including leveraged acquisitions, divestitures of business divisions, going-private transactions, and other strategic acquisitions and dispositions, in the following industries: manufacturing, telecommunications, consumer products, hospitality, healthcare, and technology, among others. His practice also includes joint ventures and general company representation matters.
Paul has represented national and multinational corporations, ranging from telecoms to tech companies, as well as real estate syndication and financial investors and investment advisors. He has also negotiated and structured a number of U.S. domestic and cross-border mergers and acquisitions and joint ventures.
John Markell
Managing Partner
Armentum Partners
John Markell
Managing Partner, Armentum Partners
John has over 15 years technology industry experience having worked as an engineer, project manager and investment banker. He has been involved in numerous debt, equity and merger & acquisition transactions in the technology industry. John previously worked at investment bank Seven Hills Partners in San Francisco, at CIBC World Markets in Toronto and New York in the Technology, Media & Telecom and Debt Capital Markets Groups, and at JP Morgan in New York in the Fixed Income Group. John is also a Licensed Professional Engineer. John received his Master of Business Administration in Finance from the Schulich School of Business at York University and his Bachelor of Science in Engineering and Mathematics from Queen’s University.
Craig Netterfield
Managing Partner
Columbia Lake Partners
Craig Netterfield
Managing Partner, Columbia Lake Partners
Craig is a Founding Partner of CLP. He has over 15 years of venture lending experience in North America and Europe. He was previously a Partner at Wellington Financial LP, providing growth capital loans to technology firms based in Canada and the United States.
Neil O’Donnell
Managing Partner
Legal Scale LLP
Neil O’Donnell
Managing Partner, Legal Scale LLP
Neil O'Donnell is a founding partner at Legal Scale. His practice primarily focuses on private equity transactions and fund formation. Neil represents investors and emerging-growth companies with early-stage financings, including issuances of SAFEs, warrants, convertible debt and other equity securities. He also provides advice on compliance and corporate governance for his clients.
Prior to founding Legal Scale, Neil spent several years raising and deploying debt and equity capital to purchase cell tower ground leases in South America – a project that Neil decided to spearhead to bring accretive land acquisition strategies to Latin America. Neil also previously worked in the Restructuring Group and Equity Derivatives Group at Davis Polk & Wardwell LLP, which sharpened his ability to operate at the intersection of business and law. Before completing law school, Neil worked at Merrill Lynch, Jacobi Capital and Synaptic Capital Management, experiences that gave him insight into the inner workings of funds and other financial institutions.
Neil received his J.D. and M.B.A. from Cornell University and his B.S. and M.S.E. in Biomedical Engineering from Johns Hopkins University. Neil is a chartered alternative investment analyst (CAIA) and chartered financial analyst (CFA). He is admitted to the bar in New York, New Jersey, Connecticut, Arizona, Washington D.C., Colorado, Massachusetts and Washington. Neil is based out of New York City, NY.
Jennifer Post
Partner
Thompson Coburn
Jennifer Post
Partner, Thompson Coburn
Jennifer Post counsels venture funds, BDCs, and other direct lenders in a variety of finance transactions with a focus on technology and life sciences industries. She assists her lender clients in structuring secured credit facilities, as well as documenting equity enhancement instruments and investment rights. In addition to counseling lenders on commercial transaction matters, she assists her clients in structuring funds, co-investment entities, joint ventures and account management structures often including leverage and warehouse lines. In connection with the documentation of credit facilities, she supports her clients in due diligence, documentation, syndications, participations, portfolio management, intercreditor agreements and distressed and turnaround matters. She has over thirty years of experience in venture debt transactions working in both the east coast and west coast venture markets. She serves as the Co-Chair of Thompson Coburn’s Emerging Companies Group.
Brad Pritchard
Managing Director Technology
Runway Growth Capital
Brad Pritchard
Managing Director Technology, Runway Growth Capital
Brad joined Runway in 2022 as Managing Director; he focuses on investments in the technology industry.
Prior to Runway, Brad was a Managing Director at BlackRock for more than 8 years and led the venture lending efforts globally. Part of BlackRock’s U.S. Private Capital (“USPC”) group, he originated, executed and managed new investment opportunities in technology and technology-related companies, including many focused on sustainability. Brad served on both the Investment Committee and the Valuation Committee for USPC and also was an officer and Director for BlackRock Direct Lending Corp, a private business development company (“BDC”).
Brad has more than 20 years of experience helping companies raise debt and equity as an investor and investment banker. Before joining BlackRock, Brad was a Managing Director at Hercules Capital, a venture lending BDC. Prior to Hercules, Brad worked at several leading financial services companies including Wells Fargo Securities, Banc of America Securities, SG Cowen, and GE Capital.
Brad earned an M.B.A. from The Wharton School of the University of Pennsylvania and a B.A. from the University of California, Berkeley.
Joined Runway in 2022 as Managing Director
Previously: Managing Director, BlackRock U.S. Private Capital
Previously: Managing Director, Hercules Capital
B.A. from the University of California at Berkeley
M.B.A from The Wharton School of the University of Pennsylvania
Mehak Rashid
Managing Partner
Legal Scale LLP
Mehak Rashid
Managing Partner, Legal Scale LLP
Mehak Rashid is a partner at Legal Scale. Her practice primarily focuses on representation of private credit funds and corporate borrowers in a wide range of financing transactions, including asset-based, leveraged acquisition, working capital and factoring financings, and other secured and unsecured financings. She also assists with general corporate work for her clients. Mehak is often described as mission-oriented by her clients and prides herself on being very detail-focused. She brings a Biglaw approach to innovative niches.
Prior to joining Legal Scale, Mehak worked in the Finance Group and M&A Group at Davis Polk & Wardwell LLP, a group that ranks Tier 1 for Banking and Finance in the US year over year. In addition, Mehak was also selected for a secondment in the Strategic Lending Group at Morgan Stanley. During her time at Morgan Stanley, she created and presented financial models to the Credit Committee and reviewed and negotiated credit agreements.
Mehak received her J.D. and M.B.A. from Cornell Law School and her B.A. in Political Science and Math from Rutgers University (New Brunswick). She is admitted to the bar in New York, New Jersey, D.C., Connecticut and Massachusetts. Mehak is based out of New York City, NY.
Andrew Ray
Partner
Morgan Lewis
Andrew Ray
Partner, Morgan Lewis
Andrew Ray, a corporate and business transactions partner at Morgan, Lewis & Bockius LLP, represents public and private companies, financial sponsors, investors, including venture capital and private equity firms, entrepreneurs and management teams in cross-border mergers and acquisitions (M&A), financings, and growth equity transactions. He has transactional experience in a broad range of industries, including technology, financial services, government contracts, life sciences, real estate, energy and the not-for-profit sector. Various industry publications and credentialing organizations recognize Andy as a leader in both M&A and in technology, media, and communications law, among other fields. Andy is the current leader of the interdisciplinary corporate practice in Washington, DC, and he is the former leader of the financial technology initiative.
David Sabow
Head of Innovation Banking, US
HSBC
David Sabow
Head of Innovation Banking, US, HSBC
David Sabow most recently led Technology and Healthcare Banking for Silicon Valley Bank serving the financial needs of SVB’s clients across the US and Canada. In this role, he drove the sales and marketing strategy and oversaw the business development team focused on venture capital relationship management and new opportunity origination. Prior to joining Silicon Valley Bank, David spent nine years in the life science investment banking practice at Canaccord Genuity, with responsibility for both domestic and international transactions across the life science and healthcare spectrum, specializing in public financings and M&A transactions. Before Canaccord, David worked as a relationship manager with U.S. Bank.
Ruslan Sergeyev
Managing Director
Stifel Venture Lending
Ruslan Sergeyev
Managing Director, Stifel Venture Lending
Ruslan is a Managing Director for the Stifel Venture Lending team and helps run underwriting and structuring efforts across the east coast for the bank out of NYC. Prior to joining Stifel, Ruslan spent the prior 5 years at PacWest where he led the underwriting team across the PacWest east coast venture banking portfolio. Ruslan has over 12 years of credit investing experience across all stages of debt and company profile, previously working on the Direct Lending team at Golub Capital, a $60 billion middle market private credit fund. He began his career in Investment Banking at Bank of America Merrill Lynch in the Leveraged Finance Group.
Brian Slough
Of Counsel
Morgan Lewis
Brian Slough
Of Counsel, Morgan Lewis
Brian P. Slough serves as a trusted advisor and outside counsel to a broad array of clients on various governance and operational issues. His practice focuses on corporate governance, debt and equity offerings, majority and minority investments, private capital markets and venture investments, recapitalizations, and mergers and acquisitions (M&A). Brian assists clients throughout the business cycle, from initial company formation and general governance to financings, M&A, and initial public offerings. He also represents buyers and target companies in public-private and private-private business transactions.
Mark Solovy
Co-Head, Technology Finance Group
Monroe Capital
Mark Solovy
Co-Head, Technology Finance Group, Monroe Capital
I am a Managing Director, Co-Head of Technology Finance and Head of Venture Debt at Monroe Capital, a premier boutique asset management firm with $15.9 billion of committed and managed capital (as of December 31, 2022), where I am responsible for co-leading relationship sourcing and the origination of new investment opportunities within the software, technology and tech-enabled business services industries. I am also responsible for Monroe's venture debt investments. Prior to joining Monroe, I was a Managing Director with Hercules Capital (NYSE: HTGC), in their Technology Group, where I was responsible for venture debt investments in technology companies. Earlier in my career, I started the venture capital investing and private placement group at GunnAllen Financial, a large national independent broker dealer, where I was responsible for the origination and structuring of new investment opportunities in technology companies. I began my career working as a corporate attorney at K&L Gates after earning a JD from the University of Pennsylvania and BS in Business Administration, summa cum laude, from Olin Business School at Washington University in St. Louis. I’m currently on the Board of Directors for the Wharton Private Equity and Venture Capital Association.
Anthony Storino
Partner
SLR Capital Partners
Anthony Storino
Partner, SLR Capital Partners
Anthony is a Partner at SLR Capital Partners, where he started and now heads the Life Science Finance platform. Previously, he started and led the Life Science Finance business at GE Capital from 2001 until joining SLR in 2014. Over the last 23 years, Anthony has been responsible for deploying more than $4.5 billion in debt to later-stage development and early stage commercial bio-pharma, MedTech, medical device, diagnostics, healthcare IT, and healthcare services companies. Before his introduction into the world of Life Sciences, he held leadership roles in FP&A, controllership and audit at GE Capital, PepsiCo and KPMG.
Kai Tse
Managing Partner
Structural Capital
Kai Tse
Managing Partner, Structural Capital
Mr. Tse is a Co-Founder & Managing Partner with Structural Capital and has excelled for over 20 years as an entrepreneur in Financial Services and brings substantial lending and investing experience. As a Co-Founder of Structural Capital, Kai is heavily involved in all aspects of the firm including setting and executing the investment strategy, marketing and capital raising, and hiring key members of the firm from its inception. While at Structural, Kai has invested in and assisted various portfolio companies with capital raising, business development, corporate strategy, and recruiting. Some of the successful portfolio companies Kai has been involved with include Beyond Meat, Beauty Counter, Epic Creations, IMVU, InMobi, Kilopass Semiconductor, Sunfed Ranch, Ephesoft, BYJU’s, Noom, and Manscaped.
Prior to Structural Capital, Mr. Tse was a Managing Director at TriplePoint Capital, a leading venture debt firm in Silicon Valley, where he was instrumental in building and launching the firm. TriplePoint Capital was involved (in many cases with Mr. Tse as lead investor) in financing the growth of breakout companies such as Facebook, YouTube, Riot Games, Gaikai, Ruckus Wireless, Beyond Meat and Krux, among others. Mr. Tse joined TriplePoint Capital in 2005 as a key initial hire shortly after its Founding.
Prior to TriplePoint Capital, Mr. Tse was a Principal at Osprey-GKM Ventures where he started as an associate in 2000 and was promoted to Principal in late 2001 and also helped to manage the CFO function for 2 years. Prior to Osprey, Mr. Tse helped to launch Vcapital, an early internet-based marketplace for entrepreneurs to meet capital sources. He also worked in merchant banking with Banque Paribas and in various capacities with PriceWaterhouseCoopers.
Mr. Tse holds an M.B.A. (2006) from the U.C. Berkeley Haas School of Business and B.S. in Accounting from the University of Illinois (1995). Mr. Tse was granted the CPA certification (1996) and is a CFA charter holder (2000).
Simon Weintraub
Partner
Arnon, Tadmor-Levy
Simon Weintraub
Partner, Arnon, Tadmor-Levy
Simon Weintraub is a partner in the firm's International Corporate Group and Co-head of our China Practice and Oil & Gas Practice. He specializes in high-tech, life sciences, venture capital, private equity, M&A and banking.
Simon regularly represents Israeli and international venture capital funds, angel investors, private equity funds, Israeli and foreign banks, emerging growth companies, entrepreneurs and multinational corporations. He also represents both lenders and borrowers in a wide range of financing transactions, especially with respect to complicated cross-border lending transactions. Simon specializes in representing foreign clients in their investment activity in Israel including clients from the United States, China, South Korea, Canada, United Kingdom and many other places.
Jeff Xu
Associate
Morrison Foerster
Jeff Xu
Associate, Morrison Foerster
Jeff Xu is a member of the Firm’s Finance Group. He represents financial institutions, private credit funds, public and private companies and other borrowers and lenders in financing transactions, including secured and unsecured, syndicated, acquisition, subscription line, ABL, trade, debtor-in-possession and other complex financings, with a particular focus on private credit.
His pro bono practice focuses on representing elderly and low income New Yorkers with their essential life planning documents.
Troy Zander
Partner
Barnes & Thornburg
Troy Zander
Partner, Barnes & Thornburg
Troy Zander is the partner-in-charge of the San Diego office of Barnes & Thornburg, an AmLaw 100 law firm with 700+ lawyers across 22 offices in the United States. Troy leads the firm’s Venture Lending Team, principally representing lenders in documenting venture debt financings for technology and life sciences companies.
