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Tag: Investment Strategy

Herbert W. Jackson: Strategic Deal Architect and Investment Advisor

Excited to share an updated executive biography that reflects my journey across special situations investing, private equity origination, and strategic advisory. It’s been a privilege to work with great partners over the years—from Davis Funds and Avanti Partners to Blackstone and Trilantic—and to play a role in transactions that unlock real value.

Joe Lichtenberger: Strategic Finance Leader and Investment Innovator

Joe Lichtenberger is a seasoned finance executive with over 30 years of experience in structured trade finance, private equity, venture capital, and corporate finance. As the Managing Principal of Crescive Capital, he leads early-stage investments, financial consulting, and capital-raising initiatives, leveraging his deep expertise in strategic growth and value creation. His career includes leadership roles at Cargill, where he structured billion-dollar financing deals and pioneered innovative investment strategies, as well as experience in private equity and investment banking at firms like The Pritzker Organization and Bear Stearns. With an MBA from Northwestern University’s Kellogg School of Management and a BBA from the University of Michigan’s Ross School of Business, Lichtenberger is recognized for his ability to navigate complex financial landscapes, optimize capital structures, and drive sustainable growth for high-impact businesses.

Katya Kucheriavenko: Innovation, Strategy, Impact – Transforming Businesses and Cities Worldwide.

Excited to share my executive biography, detailing my journey across strategic consulting, investment, real estate, and international business development. With over 15 years of experience leading high-impact projects and global investments, I remain committed to driving innovation, economic growth, and transformational leadership.

Brent Jones: Global Investment Leader with Deep Expertise in Fixed Income and Emerging Markets

Brent Jones, CFA, is a globally respected investment leader with nearly four decades of experience across fixed income and equities in both public and private markets. Known for his strategic foresight and deep technical knowledge, Brent has managed multibillion-dollar portfolios, led global investment teams, and launched high-impact emerging market strategies. His career spans senior roles at GE Asset Management and Citi Private Bank, where he specialized in portfolio management, client strategy, and product innovation. A board member and advisor to several international companies, Brent is equally committed to social impact through his work with nonprofits focused on education and economic empowerment in developing regions.

John Contino | Visionary Leader in Structured Finance and Mortgage Investment

John Contino is a distinguished financial expert with over 41 years of experience in structured finance, mortgage analysis, and investment advisory. As the founder and principal of Sperlinga Advisory LLC, he has guided institutional clients through complex financial landscapes, specializing in mortgage-backed securities, mortgage servicing rights, and litigation support. His strategic foresight and risk management expertise have been instrumental in successfully navigating market volatility, including his leadership in de-levering investment funds ahead of the 2007 mortgage crisis. A respected expert witness, John has provided testimony in high-profile financial litigation cases, further showcasing his ability to analyze and communicate intricate financial matters. With a strong foundation in investment strategy and structured finance, he is now focused on leveraging his extensive expertise to help businesses grow and thrive in today’s evolving financial environment.

Ashish Bhagat | Accomplished Global Finance & Business Transformation Executive

Ashish Bhagat is a seasoned executive leader with over 25 years of expertise in financial strategy, corporate transformation, and global operations. As the Chief Operating Officer at Hitachi Vantara, he drives business performance, operational excellence, and large-scale financial initiatives that support growth and scalability. With a strong background in strategic planning, pricing optimization, and market expansion, Ashish has successfully led high-impact transformations across multinational organizations. His extensive international experience in Japan, India, China, Australia, and Europe enables him to navigate complex global markets and drive culturally attuned business strategies. A results-driven leader known for his collaborative approach and data-driven decision-making, Ashish is passionate about mentoring teams, fostering innovation, and delivering long-term business value. Now seeking board opportunities, he aims to leverage his financial acumen and strategic insight to help companies optimize growth and achieve sustainable success.

Eric Trac: Visionary Healthcare Investor and Biopharmaceutical Strategist

Eric Trac is a visionary healthcare investor and biopharmaceutical strategist with a unique blend of medical expertise and financial acumen, driving transformative growth in the healthcare sector. As a Senior Analyst & Director at Sarissa Capital Management, he leads activist investment strategies, evaluates public and private market opportunities, and serves as a board director at Lyndra Therapeutics. With a background in venture capital at Vida Ventures and Vivo Capital, he has played a pivotal role in high-impact transactions, including Bayer’s $4 billion acquisition of AskBio and Centessa Pharmaceuticals’ $250 million Series A. Trac’s deep scientific foundation stems from his MD and MBA from Stanford University and his research in biotechnology at MIT, where he graduated in the top 8% of his class. Recognized as one of *Business Insider’s* “14 Most Impressive Students at MIT,” he continues to leverage his expertise in medicine and finance to drive innovation, maximize shareholder value, and advance the future of biopharmaceuticals.

Dr. Tom Seel: Visionary Leader in Finance, Strategy, and Worship

I am excited to share my professional biography, highlighting my journey across finance, governance, education, and faith-based leadership. My passion for mentorship, strategic planning, and financial stewardship has driven my work in corporate finance, nonprofit development, and executive consulting. I welcome opportunities to collaborate with organizations that value integrity, innovation, and transformational leadership.

Joseph S. Tanious, CFA: “Bridging Markets, Strategy, and Leadership for Lasting Impact”

Excited to share my professional journey, spanning over 25 years in asset management, investment strategy, and financial leadership. My experience in macroeconomic research, portfolio construction, and client advisory has shaped my perspective on markets and investing. Passionate about financial education and sharing insights through public speaking and media engagements. Here is my biography.

John Rath: Building Success Through Relationships, One Connection at a Time.

Excited to share my professional journey, highlighting my 45+ years of experience in relationship banking, commercial lending, and strategic financial leadership. As I transition into board and advisory roles, I look forward to leveraging my expertise in financial governance, risk management, and strategic planning to help organizations grow and succeed. Here is my biography.

Cole Bennett: Curiosity Drives Innovation, and Strategic Execution Turns Vision into Reality.

I am passionate about real estate finance, investment strategy, and capital markets, and I thrive on building relationships that drive growth and innovation. Over the past several years, I’ve had the opportunity to work on high-value real estate transactions, develop sophisticated financial models, and collaborate with global investors across multiple asset classes. As I continue to expand my expertise, I am eager to explore new opportunities, including board service, to contribute to organizations seeking strategic financial leadership.

Lolu Adubifa: Transformational Energy Leader, Strategic Advisor, and Global Innovator

Lolu Adubifa is a visionary energy executive with over 15 years of experience driving innovation and sustainable growth in energy markets, clean technology, oil and gas, and renewable energy. With a strong foundation in engineering, finance, and operations, he has successfully led multi-million-dollar energy infrastructure projects, shaped investment strategies, and navigated complex regulatory landscapes. As a trusted advisor, Lolu provides strategic guidance on asset valuation, financial modeling, and market expansion, helping organizations optimize performance and maximize returns. His leadership at General Electric Energy, Accenture, and Navigant Consulting underscores his ability to spearhead large-scale initiatives, drive stakeholder engagement, and create long-term value. Passionate about advancing the future of global energy, Lolu is actively seeking advisory and board positions to contribute his expertise in strategic planning, risk management, and business development.

Caleb Cowden: Transformative Leader in Mergers, Acquisitions, and Business Growth

Caleb Cowden is a dynamic leader in mergers and acquisitions, business consulting, and real estate investment, renowned for his ability to drive transformational growth and navigate complex market challenges. As CEO of Cowden Consulting LLC and Senior M&A Advisor at International Acquisitions Group, Caleb combines strategic expertise with a hands-on approach to deliver exceptional outcomes for clients. His entrepreneurial achievements include scaling Puma Trailers LLC into a $40+ million enterprise and establishing thriving ventures in real estate and construction. With a background in finance, business development, and market strategy, Caleb’s innovative leadership and commitment to excellence have earned him widespread recognition across multiple industries.

Chris Feeney: A Seasoned C-Level Financial Executive Driving Value Creation

Chris Feeney is an accomplished financial executive with a proven track record of creating and accelerating shareholder value in multibillion-dollar corporations. With expertise spanning M&A, capital structure management, and strategic financial planning, he has held senior leadership roles in companies like Delaware North, Wyndham Worldwide, and Marriott International. Currently serving as Executive Vice President and CFO at Delaware North, Chris has driven nine consecutive years of record revenues and EBITDA, led transformative acquisitions, and implemented innovative financial processes delivering millions in recurring savings. A hands-on leader with a strategic vision, he empowers teams, enhances operational performance, and aligns strategy with execution. Chris holds a JD from the University of Virginia and an MBA from the University of Pittsburgh, combining legal and financial acumen to navigate complex challenges and deliver lasting value.

J.D. Cronin: Navigating Complexity with Precision, Collaboration, and a Forward-Thinking Strategy for Sustainable Growth and Stakeholder Value.

I'm excited to share my professional biography, showcasing my journey in risk management, governance, and strategy across the financial services industry. From designing risk frameworks to driving business results, I've dedicated my career to empowering organizations with strategic risk management insights. Here is my biography.

Tenere A. Williams: Empowering Investment Success Through Strategic Real Estate Solutions.

Tenere A. Williams is an accomplished Commercial Real Estate Executive based in Beverly Hills, California, with a proven track record in commercial real estate,...