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Panelist Snapshots - November 4, 2020

Andina Family Offices

Penny Paul, Director, Investment Analytics

Penny plays a variety of roles in creating and managing Andina’s liquid asset portfolios including identifying, evaluating and monitoring outsourced investment managers. In this capacity, she utilizes Andina’s Performex® Analytical Software to analyze and optimize multi-manager portfolios consistent with Andina’s investing strategies. She is a member of Andina’s Investment Committee which selects managers and evaluates real-time investment portfolio options and reallocations.

Prior to joining Andina Penny worked in diverse roles in in management, operations and executive compensation consulting for firms including Asset Allocations Consultants, Limited, Lang Export, and Equilease.

She is a graduate of York University with BA and MBA degrees.

Keller head shot.jpg

Archean Capital | Moelis Asset Management

Chris Keller, Partner and Portfolio Manager; Managing Director, Moelis Asset Management

Chris is a Managing Director at Moelis Asset Management and serves as co-portfolio manager of Archean Capital Partners, a fund focused on anchoring first-time private equity funds. He was previously with Summit Strategies Group, an institutional investment consultant, where he was a Managing Director, Head of Research, and Head of Private Markets for 11 years. Chris is a Kauffman Fellow, a CFA charterholder, and received an MBA from Washington University in St. Louis and an undergraduate degree in Molecular Biology from the University of Colorado.

Ivy Hall Capital

Josh Mayfield, Founding Partner, [Webinar Chair]

Mr. Mayfield began his career in commercial real estate focused primarily on CMBS servicing, and later, CMBS trading. After obtaining his Master of Science in Real Estate, Mr. Mayfield spent two years working through a portfolio of defaulted commercial real estate loans. Shortly after, he transitioned to a credit and risk management position where he took over responsibility for monitoring and reporting on the credit quality of a portfolio in excess of $5 billion while also working with senior leaders on various M&A and divestiture projects. In late 2007 he transitioned to the corporate lending unit where he began his tenure as a principal investor. His creation of an internal fund of funds business led to Mr. Mayfield deploying over $500 million in direct and secondary fund commitments as well as seeding an energy focused hedge fund.


The success of that initiative led to opportunities to create the energy lending group, the sports & entertainment unit, and the financial products group, where he led the buildout and initial growth of each unit. Direct loan origination experience across these initiatives was in excess of $300 million. Having held leadership positions during the financial crisis of 2008 as well as having spent considerable time in the real estate recession of 2001, Mr. Mayfield’s investment and portfolio management experience is well-rounded and shaped by lessons learned during both of those periods of disruption.


Mr. Mayfield has served in executive leadership positions for a number of non-profits, including serving as the President of the ORIX Foundation (five years) where he led a 40-person board and managed a multi-million-dollar annual budget. Mr. Mayfield is currently volunteering as a board member for On the Road Lending (a charity providing affordable loans, vehicle selection assistance, and financial mentoring to workers needing transportation assistance), the Men’s Advocacy Group for New Friends New Life (which provides support and assistance to formerly trafficked girls, and sexually exploited women and children), Boot Campaign (a non-profit that helps veterans and their families struggling with traumatic brain injury, post-traumatic stress disorder, chronic pain, self-medication and insomnia), and as an advisory board member for the Rawls College of Business at Texas Tech University. 


Mr. Mayfield holds a BBA in Finance from Texas Tech University and a MS in Real Estate from the University of Texas at Arlington. He is also a graduate of the Stagen Leadership Academy’s Integral Leadership Program.

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.

pic- Kevin McCaffrey, LaCrosse Investmen

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.

Li Family Office

Simon Littlewood, Partner

Simon Littlewood has nearly four decades’ experience founding, investing in, raising and structuring capital for, and advising businesses across a wide range of industry sectors, several of which he has taken to listings on stock markets worldwide.

Simon Littlewood is currently CEO of a China based Family Office, director of and advisor to various private equity funds globally, and director of and advisor to a number of private and listed companies around the world.

Known for his ground-breaking and innovative design of financial products and structures, and pioneering approach, Simon has worked in both developed and emerging markets, including Europe, America, Africa, the Middle East, SE Asia, & Latin America, with the last 18 years focusing on Greater China. Described by the Financial Times as “one of the most prolific investors in China,” he was among the earliest foreign investors into China, more recently focusing on bringing technology and businesses into China. He founded, raised funds for and managed one of the earliest international private equity funds focused on China, raising money from institutions, hedge funds and HNW’s, and built an investment bank which at the time was the number one sponsor of Chinese listings on the UK stock market, and had the largest foreign owned network of offices across China.

He previously worked in structured and corporate finance at HSBC Group in London; in corporate finance with BDO London doing some of the first flotations on the UK’s AIM Stock market; at clean technology investment bank Impax Capital; and the world’s largest accountancy firm, PwC.

He has significant experience in restructuring, finance, compliance, stock markets, tax, legal and accounting issues, cross border structures, and fund structures & management, accumulated over more than 30 years of business indifferent geographies and industry sectors.

Passionate about the planet and the people on it, he has been involved in environmental projects since the 1980s, has spoken at the UN Climate Conference in New York, the European Parliament, and advised on projects with the UN, IFC and UK Government. He has been involved in a number of food, health and education programs in the developing world, including co-founding and funding the then largest program for teaching English in the world. He is a regular speaker at conferences and events worldwide on investing, technology, asset management, sustainability, and China. He also has an advisory role in the European Union.

He took part in President Xi Jinping’s State Visit to the UK, signing an agreement with Oxford University for technology transfer to China.

He has appeared in a wide variety of financial publications including the Wall Street Journal, The Economist, The Financial Times, The Times, China Daily as well as on TV (CNBC, Bloomberg, CNN, CCTV).

Simon qualified as a Chartered Accountant (CPA equivalent) with PwC’s London office. He holds an Undergraduate and Masters Degree in Law from Oxford University, UK.

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