Hosted Events

How are Family Offices reshaping the Investment Management industry?
Ironhold Capital Management and the Private Equity & Venture Capital Club, proudly bring to you some of the leading Family Offices in the Tri-State area. A Family Office is an
investment entity which invests capital on the behalf of an affluent and wealthy family. Their agenda is ultimately to preserve the family's wealth and pass it on from one generation to the next. In the last decade or so, these Family Offices have grown substantially in both number and size and make up a large part of the Investment Management industry today. On October 21st, we will be discussing topics including:
      a. What constitutes a Family Office?
      b. How do Family Offices allocate capital?
      c. What do Family Offices look for in an investment and operational talent?
All those interested in learning more about the Investment Management and Family Office industry are encouraged to join. For all those interested in attending, please kindly register below. However, please note, due to high demand and capacity constraint, seats are limited. All proceeds collected will be given to Fordham University so events such as these may continue to be conducted in the future.
 

Panels: 

Panel 1
Kamil Homsi - Founder & CEO of Global Realty Capital - Single Family Office headquartered in New York and Dubai
Kent Swig - Founder and President of Swig Equities - Single Family Office headquartered in New York
Sherry Witter - Founder and CIO of Witter Family Office - Single Family Office headquartered in New York
Saahill Desai - Managing Partner at DS Advisors - Single Family Office headquartered in New York
 

Panel 2
Joseph Korff - Founding Partner of Arc Ventures - Private Investment Firm headquartered in New York 
Derek Li - Managing Partner of JD Paramount
Single Family Office headquartered in New York
Sumit Handa - Managing Director of Pennington Partners & Co. - Multi-Family Office headquartered in Maryland
Scott Beechert - Chief Operating Officer of Granby Capital Management - Single Family Office headquartered in Connecticut
 

Panel 3

Kieran Cavanna - Partner at Old Farm Partners - Fund of Funds headquartered in New York
Mark Jurish - Co-Founder of Larch Lane Advisors LLC - Fund of Funds headquartered in New York
Robert Teeter - Managing Director at Silvercrest Asset Management - Asset Management Firm headquartered in New York
Kamil Homsi - Managing Partner at Global Realty Capital - Single Family Office headquartered in New York and Dubai
 

Panel 4
Brian DeLucia - Managing Partner at  Arrivato LLC - Single Family Office headquartered in New York
Peter Pauley - Founder and CEO of Global Family Offices - Multi-Family Office headquartered in New York
Pedro Quintella - Partner at Vinci Partners - Asset Management Firm headquartered in Brazil
Lisa Morris - Director of Philanthropic Services at Force Family Management - Private Family Office Group headquartered in New York
Ken Eyler - CEO of  Aquilance - Family Office Advisory headquartered in Connecticut

The Fordham IBPEVC Club in association with Net Impact Central hosted the first ESG Impact Conference. This conference brought together a select number of individuals for a deeper conversation about leveraging private capital to generate financial, social & environmental impact returns. The full-day conference featured several panels, networking sessions, and opportunities for students to learn from industry-leading firms. We were delighted to have professionals from Morgan Stanley, Citi, Deutsche Bank, Apollo, BNP Paribas, Credit Suisse, and many more.

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Keynote Speaker:

• Ron Cordes - Cordes Foundation

• Donna Rapaccioli - Dean of Fordham Gabelli School of Business

• Judy Samuelson - The Aspen Institute

 

Panelists:

• Serge LeVert-Chiasson - Sarona Asset Management

• Rini Greenfield - Rethink Food

• Jacques-Philippe Piverger - Ozone X

• Pete Murphy - Nuveen, a TIAA Company

• Jeff Gitterman - Gitterman Wealth Management, LLC

• Justin Kulla - TZP Group

• Kimberly Gifford, CFA - ClearBridge Investments

• Naomi English - MSCI Inc.

• Marcela Pinilla - Zevin Asset Management

• Josh Zinner - Interfaith Center on Corporate Responsibility (ICCR)

• Barbara Porco - Associate Dean of Fordham Gabelli School of Business

• Clarence Ball III - Director DEI of Fordham Gabelli School of Business

• Dave Stangis - Apollo Global Management, Inc.

• Valerie Smith - Citi

• Elissa Steinberg - Citi

• Sean McCarty - Deutsche Bank

• Charlotte Peyraud - Credit Suisse

• Josh Warren - BNP Paribas

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Moderators:

• Peter Lupoff - Net Impact

• Randall Strickland - Pathstone

• Glen Macdonald - Morgan Stanley

• Marc Conte - Associate Professor at Fordham Gabelli School of Business​​

 

Masters of Ceremony:

• Lev Seleznov 

• Nicholas Hatzis

• Aaron Martins

• Tanvi Dedhia

The IBPEVC Club hosted an in-person panel event, where we welcomed professionals from the credit arm of Apollo Global Management, one of the leading private equity firms in the world. 

The panel involved a discussion moderated by Professor Finnerty from the department of Finance about Apollo's views on the current state of the credit market and what it is like to work in this specific arm of the firm. We were also joined by Kate Migliaro who is the Principal of Talent Management at Apollo to talk to us about what it is like to work for Apollo and what they look for in young professionals.! 

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Panelists:

• Alexander Wright - Partner & Co-Head Credit Business

• Andrew Gulla - Director Credit & Product Solutions

• Kate Migliaro - Principal Talent Management

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Moderators:

• John Finnerty

• Aaron Martins

The IBPEVCC and Graduate DEI Board were incredibly excited to host professionals from MWBE owned Boutique Investment Banks. We were joined by a multitude of investment banks including Cabrera Capital, Samuel A. Ramirez & Co., Panserra, Blaylock Van, CastleOak Securities, Academy Securities, Drexel Hamilton, and Redtail Capital Markets.

 

The event consisted of an hour and a half Q&A panel from Nicholas Hatzis & Aarons Martins as well as the audience. The discussion covered insights about the respective firms, DEI efforts, and career paths across the different professionals.

 

Attendees:

• Martin Cabrera - CEO and Founder of Cabrera Capital Markets

• Michael Boyd - Chief Compliance Officer (CCO) for Academy Securities

• Louis DeCaro - Senior Vice President and Head of Banking at Blaylock Van, LLC.

• John Martinko - President of Drexel Hamilton

• Bob Hong - Senior Banker Capital Markets Group at Ramirez & Co. 

• Gigs Taylor-Stephenson - Head of Compliance at Redtail Capital Markets

•  Jose Reyes - Director Capital Markets Group at Penserra Securities 

• LaJohn McFadden - Vice President at CastleOak Securities L.P.

 

Moderators:

• Nicholas Hatzis

• Aaron Martins 

At the annual fundraising event, Leveraged Finance Fights Melanoma, at the MoMa Sculpture Garden on the evening of September 30th.

 

Spotlighted in publications like Forbes, Bloomberg and The New York Times, the Leveraged Finance Fights Melanoma (LFFM) event has become the premier gathering of professionals from the leveraged finance, private equity, and investment communities who come together to fight melanoma, the deadliest form of skin cancer.

The IBPEVC Club along with Net Impact and the Diversity, Equity, and Inclusion (DEI) Board of Fordham Gabelli School of Business hosted an ESG and Impact Investing Panel Event. The panel consisted of both buy & sell-side panels mainly focusing on ESG and Impact Investing. The event consisted of bankers from bulge bracket institutions, portfolio managers and asset managers. Given the immense importance of ESG in business today, the symposium of top executives from both sides of the industry was a great opportunity for professionals, faculty, alumni and students to interact with one another and served as a valuable learning platform for all. 

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Panelists:

• Jesse Pichel – Managing Director ESG Roth Capital Partners 

• John Larkin -  Head of Impact Investing Avenue Capital Group

• Angelica Nikolausson – Director ESG Credit Suisse

• Elissa Steinberg – Head of Capital Markets Citi

• Sean McCarty - Director, Debt Capital Markets Deutsche Bank 

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Moderator:

• Peter Lupoff – CEO Net Impact

IBPEVC hosted a Fireside Chat event featuring Katerina Yovchec and Patrick Palfrey from Credit Suisse. The event consisted of a 45 minute Q&A from Aaron Martins followed by an open Q&A from the audience, which consisted of industry professionals, faculty, alumni and students. The discussion covered the panelists' respective journeys to Credit Suisse and insights about their particular field. To end the evening there was a networking session for all to mingle and connect. 

 

Panelists:

• Katerina Yovchec – Director Valuations

• Patrick Palfrey – Co-Head Quantitative Research

 

Moderators:

• Aaron Martins

• Siddhant Tayal

IBPEVC Club was proud to host a Panel Event featuring four c-suite executives from the Venture Capital industry. The event consisted of a 60-minute panel discussion with the speakers about the current VC landscape, the start-up ecosystem, the future of investing, and an audience Q&A session, as well as a networking event for panelists, faculty, alumni and students. 

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Panelists:

• Elana Barlev - Program Director Starta VC

• Nicholas Gupta - Partner Manhattan Venture Partners

• Luke Johnson - Managing Partner Rose Street Capital

• Chelsea Zhang - Partner Equal Ventures

 

Moderator:

• Siddhant Tayal