Panelist Snapshots - September 2, 2020
Campton Private Equity Advisors
Allen Latta, Founder and Managing Director
Allen has over 25 years of experience in private equity, venture capital, corporate finance, public offerings and mergers and acquisitions.
Prior to forming Campton Private Equity Advisors, he was the Director, Business Development, head of the US office and member of the Board of Directors of global private equity fund-of-funds manager VenCap International PLC.
Previously, he was an Executive Director in the Telecommunications Investment Banking Group at Bear Stearns & Co. and before that a Director in the Media and Telecommunications Group at CIBC World Markets. Prior to his career in investment banking, Allen was a corporate finance attorney with Morgan, Lewis & Bockius and with Buchalter, Nemer, Fields & Younger, specializing in private equity and venture capital transactions, public offerings, mergers & acquisitions and international business transactions.
Allen is also Of Counsel to the law firm Futterman Dupree Dodd Croley Maier LLP (www.fddcm.com), where he advises clients on corporate finance matters, including mergers and acquisitions, venture capital financings, private equity fund investments, direct investments and secondary transactions.
Allen received an MBA in Finance with honors from The Anderson School at UCLA, a JD from UC Hastings College of Law, and a BA in Economics from UCLA.
Allen publishes a blog on private equity at www.allenlatta.com.
DLP Real Estate Capital
Don Weiner, President and CEO
Don Wenner is the founder and CEO of DLP Real Estate Capital, a multi-faceted company that leads and inspires the building of wealth and prosperity through the execution of innovative real estate solutions. DLP Real Estate Capital is the parent company to DLP Capital Partners, DLP Lending, DLP Realty, DLP Real Estate Management, and Alliance Property Transfer. DLP Real Estate Capital is a leader in the single and multi-family real estate sectors of brokerage, investment management, asset management, property management, construction, and private lending. The company generates consistent returns and results for its investors and partners, and gives back through the DLP Positive Returns Foundation, an organization focusing on job creation and affordable housing. DLP's purpose is Dream. Live. Prosper. Passionately creating prosperity through real estate.
Don is highly experienced in all facets of housing as well as in scaling high growth entrepreneurial companies through utilization of the DLP Elite Execution System, for which DLP has been ranked in the Inc. 5000 fastest growing companies in the US for a remarkable, 7 consecutive years. Since DLP’s founding in 2006, Don has closed more than 15,000 real estate transactions totaling more than $3 billion. He has built a successful track record of generating consistent profits in all market conditions and cycles.
DLP has been ranked in the Inc. 5000 Fastest Growing Companies in the U.S. for seven consecutive years; earned the #3 spot for Americas’ Fastest Growing Companies 2020 in the real estate and property category by Financial Times; has been named to Inc. magazine’s annual list of the Best Workplaces for 2020; and has been named by The Wall Street Journal as one of the top 15 real estate firms in the U.S. for the fifth straight year, including the #1 team in PA and NJ for sales.
With over $1 billion in assets under management, DLP’s portfolio includes more than 10,000 apartments and homes located primarily throughout the south and northeast areas of the country, as well as a portfolio of more than 500 real estate loans, originated to active real estate investors.
Don studied Finance and Marketing at Drexel University.
Iris Family Office
Matt Oguz, CIO and Founding Partner
Matt is founding partner at Venture Science. His idea behind a new generation venture capital firm still stands today as the core tenet of the firm: make decisions based on math, avoid biases, and therefore escape human fallibility.
Matt is Turkish-American and studied at Tarsus American College and Ankara Science Lycée where he received two national science scholar awards in Physics. His academic admissions tests ranked in the top 100 students out of 1.5 million+ applicants. He holds a Bachelor of Science degree from Bogazici University and an MBA from Robinson College of Business at GSU where he studied principles of Decision Theory.
LaCrosse Investments 374
Jonathan LaCrosse, Managing Member [Webinar Chair]
Jonathan LaCrosse, Managing Member – LaCrosse Investments 374
Jonathan D. LaCrosse is the Founder of LaCrosse Investments 374, LLC, an alternative investment placement firm dedicated to raising capital for funds and deals. He has more than 20 years of alternative investment experience, including fundraising sales in excess of $4.5 billion in assets, investing more than $4 billion in 165 funds, secondaries and co-investments, and roles on 35 Board Director and Advisory Boards.
Previously, he was Co-Founder, President and CEO of Trusted Insight, Inc, the largest online alternative investment marketplace focused on matching investments across new funds, secondary transactions and co-investments. Members include 400+ institutional investors from 90 countries. During his tenure at Trusted Insight, Mr. LaCrosse led a Series A financing from premier venture capitalists and leading financial technology angel investors.
From 2006-2009, Mr. LaCrosse was a Founding Partner of Centinela Capital Partners, LLC (separate accounts with CalPERS), an alternative investment fund-of-funds with over $1 billion of assets under management and a focus on emerging managers. He was an investment committee member involved in the approval of over $825 million to 41 deals and served on 7 advisory boards.
From 1994-2006, Mr. LaCrosse was an Investment Officer at the Robert Wood Johnson Foundation where he was in charge of its private equity, below investment grade credit and real assets strategies, including sourcing, executing, and monitoring investments. He led all efforts with regards to due diligence on investment proposals, the negotiating and structuring of key investment terms in partnership agreements, building of financial models and the trading of in-kind distributions from leveraged buyout and venture capital funds. Mr. LaCrosse was responsible for investing over $3.1 billion in 121 alternative investment funds, including over $730 million in 37 emerging manager funds. While at the Robert Wood Johnson Foundation, Mr. LaCrosse served on 25 advisory boards across the following types of funds: buyouts, venture capital, growth, secondary, mezzanine, distressed, real estate, timber, and fund-of-funds.
Mr. LaCrosse earned an M.B.A. from Rider University and B.S. from Rowan University. He holds Series 7, 63, and 79 securities licenses.
LaCrosse Investments 374
Kevin McCaffrey, Director
Kevin McCaffrey is a Vice President at LaCrosse Investments 374, LLC, where he focuses on business development, deal origination, and raising capital. He will also expand the firm’s reach and highlight clients’ expertise in relevant events and media. He has more than 20 years of financial and operational experience across corporate environments and the capital markets – including private equity, venture capital, real estate, equities trading, equity research, and market research.
Before joining the team, Kevin built the PartnerConnect conference series for Thomson Reuters. Starting with the launch in 2011, his focus was connecting institutional investors with fund managers by leveraging events and media services through several acquisitions. He presided over 12,000 pre-screened LP/GP meetings and accelerated fundraising efforts for hundreds of funds in Private Equity and Venture Capital primarily.
Mr. McCaffrey also launched market research services for Frost & Sullivan and equity research services for a NYSE Broker/Dealer following a successful exit from his own real estate and construction company.
Kevin earned a B.S. in Industrial Engineering from Lehigh University, where he also played Division I Lacrosse.
Mehta Ventures Family Office Investments
Hershel Mehta, Private Investor
Hershel Mehta is a Venture Capitalist in charge of U.S. investments through his Family Office’s proprietary fund called Mehta Ventures. He has gone through the entrepreneurship journey himself, having published a mobile application in the Apple App Store in 2015, and Hershel uses that experience to help guide entrepreneurs through their own journeys.
He finished his Venture Investing Education through the Executive Education Program at the Wharton School of Business. Likewise, he is a CPA certified by the CA State Board of Accountancy. Hershel has invested in 16 deals this last year. Since joining his Family Office in 2018 he has executed 23 startup investments in total.
With offices in Mumbai, India, and La Habra, California, Mehta Ventures is an independent, privately-owned boutique family office that invests in early-stage startups. Mehta Ventures has a first-cheque investing capacity for founders with relevant industry backgrounds. They also provide comprehensive startup, estate, and crypto co-investment opportunities to their trusted network of HNI families globally.
Moreland Wealth Services Corporation
Jeffrey Horvitz, CEO
Jeffrey E. Horvitz is Vice Chairman of Moreland Management Company, a single family investment office in Beverly, MA and Mayfield Heights, OH established in 1987. He has done hundreds of fund investments in the US, Europe, and Asia. He also developed proprietary US and international low cost, tax-sensitive non-indexed passive stock portfolios with long term top performance.
He has published in the Financial Analyst Journal, Journal of Wealth Management, Journal of Investments, and Pensions & Investments, on topics such as tax deferral and tax loss harvesting, portfolio rebalancing, asset allocation, the estate tax, fiduciary duty law, and the art market. He co-authored the CFA Research Institute monograph, Investment Management for Private Taxable Investors. He is a frequent speaker at investment conferences on a wide variety of topics.
He is well known in the art world for his extensive collection of French old master drawings and paintings for which he was awarded the Chevalier de l'Ordre des Arts et des Lettres by the French Ministry of Culture in 2012 and is an honorary trustee of the Boston Museum of Fine Arts. He and his wife Carol also collect Chinese cinnabar lacquer and Japanese contemporary ceramics which are actively loaned to more than a dozen US museums.
He has a B.A. and M.A. in sociology from University of Pennsylvania and an M.A. in psychology from U.C.L.A.
Nottingham Spirk Family Office
Katherine Hill Ritchie, Director
Mrs. Hill Ritchie has worked internally for 5 single family offices and as an advisor to several prominent family offices and companies through her firm, Private Capital Investments, LLC. Her current role is Director and Board Member for Nottingham Spirk Family Office, and her past roles include: Simon Group Holdings, Eden Capital, and PEX Global. She spent 7 years in Switzerland where she was a Managing Director at Palladio Alternative Research and Senior Analyst and Investment Committee Member for the Saad family office’s $3.5 billion investment portfolio. She was a Director for Wedge Alternatives, and also Hedgefund.net. She is an Angel Investor and is on the investment committee for University Impact, a social impact VC fund.
Katherine received her MBA from Fordham University and her BS in Psychology from University of Maryland. Her Board member activities include: Chair of the ACG New York Family Office Committee, Board Member of ACG NY, and Family Office Advisory Board of TriState Capital. Her past philanthropic volunteer activities include: Global Co-Chair of The Guild, the Philanthropy and Education Committees of 100 Women in Finance, Fordham MBA Overseers Board, All Special Kids, Lighthouse Organization and Cancer101
Thayer Street Partners Management [Webinar Chair]
Josh Koplewicz, Founder
Josh Koplewicz is the founder of Thayer Street Partners, a boutique private investment firm based in New York City. Thayer Street provides flexible, private growth capital solutions to middle market business and financial services companies that are often technology-enabled and or leverage the internet, data analytics or software to scale their businesses. Prior to Thayer Street, Josh was an investor at Goldman Sachs & Co’s Special Situation Group where he invested across the capital structure in financial services and business services assets and companies.
Mark Perry, Managing Director
Mr. Perry serves on WPM’s Management Committee and its Investment Committee. He is responsible for sourcing, performing due diligence on and monitoring investments across private markets sectors within the U.S. and Canada. Prior to joining Wilshire, Mr. Perry was a Vice President at Centinela Capital Partners. He obtained his Bachelor of Science in Electrical Engineering and Master of Business Administration in Finance from the University of California, Los Angeles, and his MS in Electrical Engineering from Stanford University. Mr. Perry joined Wilshire in 2012.