Ashish Kohli
Ashish Kohli is a seasoned investment banker, private equity and consulting professional with over 20 years of transaction experience across various product groups of investment banking, private equity and consulting. He has extensive deal experience in mergers and acquisitions, leveraged buyouts, private placements, initial public offerings, high-yield debt and corporate restructurings. Ashish has worked for leading private equity, investment banking and consulting firms including Credit Suisse, DLJ, HSBC, Jefferies and Arthur Andersen.
Ashish has taught at some of the worlds leading universities including Cambridge, Columbia, London School of Economics and NYU having conducted financial modeling and valuation training programs for many global banks and Fortune 500 companies. He has over nine years of career management experience working with international and domestic students and corporate recruiters. He has an MBA from Kellogg School of Management, Northwestern University and a Bachelor of Commerce (Hons) from University of Delhi. He is also a Chartered Accountant. His Linkedin Profile is linkedin.com/in/ashishkohli1/.
Noor El Masri
Noor El Masri is currently an Assistant Vice President at Credit Suisse, investing and advising across asset classes and strategies. Her previous work experience includes finance and advisory roles at Franklin Templeton Investments, Bain & Company, Morgan Stanley, and Goldman Sachs.
Noor has an international background with education and/or work experience in six countries (U.S., Canada, UAE, Jordan, Bahrain, and Saudi Arabia). She has a MBA from the Wharton School; where she was awarded the Joseph Wharton Scholarship based on academic, personal, and professional achievements. Prior to that, she graduated from the University of Toronto's Rotman Commerce program in the top 2% of class and as a recipient of various scholarships and awards. Her Linkedin profile is https://www.linkedin.com/in/noorelmasri/.
Stephan Hartman
Stephan Hartman has held leadership positions in private equity, investment banking and law, most recently as Head of Business Development and Public Company Coverage for Houlihan Lokey and as a Managing Director building and leading Apollo Management's Global Acquisition team sourcing domestic and international acquisitions. Most recently, he has been independently retained as the exclusive M&A advisor on several high profile, complex transactions.
He led the NYC headquarters office of EuroConsult M&A’ investment bank representing Fortune 1,000 clients on cross-border M&A. Previously he worked at G.C. Andersen Partners, a merchant bank led by former Drexel Burnham executives, Maxcor, a boutique M&A and restructuring firm leading the firm’s divestiture transactions, in Deutsche Bank and Lehman Brothers financial sponsors groups and as a corporate finance attorney and General Counsel. Stephan earned degrees from the University of Pennsylvania (B.A., Economics), Wharton (B.S., Entrepreneurship), Villanova Law School (J.D.), and Kellogg School at Northwestern University (MBA, Finance). His LinkedIn profile is https://www.linkedin.com/in/stephan-hartman-246a2b5/.
Karen Weinberg
Karen Weinberg is an executive coach and learning leader with fourteen years of experience in executive coaching and learning program creation for global organizations. Karen has coached senior leaders in industries including healthcare, tech, education, and management consulting, and has held leadership roles in top tier global organizations. Karen also has ten years of experience in auditing, accounting, and financial analysis across multiple industries, and draws upon her business experience to drive results with her coaching clients. Karen’s diverse experience and collaborative style promotes individual and team development at all levels of the organization. Karen is the owner of Red Squirrel Coaching, LLC, a professional coaching firm that specializes in partnering with senior professionals to take ownership of their development and achieve their goals. Prior to going out on her own, Karen was the Global Learning Leader for the finance function at General Electric. Previous roles at GE include Professional Development Leader for GE Capital Compliance, and Compliance Training & Communications Leader for GE Capital Real Estate.
Prior to working at GE, Karen held learning leader positions at AIG, Intuition Publishing, and Citigroup, where she partnered with senior leaders to make strategic, impactful decisions around learning and employee development. Karen spent the first ten years of her career in finance and accounting roles at organizations including Sony Music Entertainment, PwC, and Friedman LLP. Karen holds an MBA from Fordham University and a BS from Binghamton University. She is an Associate Certified Coach (ACC) through the International Coaching Federation, and is certified in personality assessments including MBTI, EQ-i 2.0 & EQ 360, DiSC, and the Hogan Assessment Suite. Her LinkedIn profile is https://www.linkedin.com/in/redsquirrelcoach/.
Nick K Bhasin
Nick K. Bhasin is a Senior Associate at CrossHarbor Capital Partners focused on U.S. real estate opportunities, based in Boston, MA. CrossHarbor is an American investment firm, having $5.5 billion of assets under management and develops and manages private equity investment products in real assets, distressed securities and mezzanine capital.
Prior to joining CrossHarbor, Nick was an Associate at The Carlyle Group, where he focused on U.S. real estate opportunities. Carlyle is one of the world's largest and most successful investment firms with $195 billion of assets. Prior to that, he worked on the Hotel Investment Banking team at JLL, a Fortune 500 company with annual revenues of $18 billion, operations in over 80 countries and 93,000 employees as of December 31, 2019. He also worked in the Real Estate Acquisitions team at Starwood Hotels and Resorts Worldwide, one of the largest companies that owned, operated, franchised and managed hotels, resorts, spas, residences, and vacation ownership properties. Starwood was acquired by Marriott International in 2016. Nick received both a M.S. in real estate and a B.A. in economics from New York University. His LinkedIn profile is https://www.linkedin.com/in/nbhasin13/.
Payal Gandhi
Payal Gandhi is the Executive Vice President of Development at Starcity, where she leads the real estate development of one of the largest global developers and operators of coliving. Payal has over 15 years of experience with leading firms such as J.P. Morgan, Lehman Brothers, Starwood Hotels and Kimpton Hotels. Payal worked as a Senior Director, Real Estate Development and Investments with Starwood Hotels and Resorts Worldwide, where she was responsible for the valuation of proposed hotel development projects, projecting operating cash flows, assessing financial returns with extensive scenario analysis and recommending target markets. She was the Vice President and Head of Investment Analysis at Kimpton Hotel and Restaurants.
She led the team to assess the feasibility of new hotel development deals, conduct due diligence and grow Kimpton’s North American footprint. Payal worked for the Corporate Strategy and Development Group at JP Morgan where she assessed potential acquisitions and strategic initiatives and was involved in all stages of the transaction process, including financial modeling, due diligence and legal document review. She worked in the Equity Research Media Group at Lehman Brothers, where her group achieved Institutional Investor ranking. Payal is a Chartered Financial Analyst and graduate of Phillips Exeter Academy. She has a Bachelor of Arts in Economics from Northwestern University and a MBA from The Wharton School, University of Pennsylvania. Her LinkedIn profile is https://www.linkedin.com/in/payal-gandhi-cfa-8505a2/.
Matt Levine
Matt Levine is currently a Founder of ValueTrace, which develops software to help companies make better decisions about purchasing their SaaS licenses. Matt has extensive experience in private equity and investment banking. Before founding ValueTrace, Matt was the Operating Team in Corporate Development at Andreessen Horowitz, headquartered in Menlo Park, California. The firm is a leading private equity firm investing in early-stage start-ups and established growth companies and manages more than $4 billion in assets. The firm has made investments in high-profile companies, including Facebook, Lyft, Airbnb, Pinterest and Box.
Matt worked for JP Morgan and Stifel Financial Services in their technology investment banking in San Francisco, working on mergers and acquisitions and equity and debt financings for private and public companies. Prior to investment banking, Matt also worked for product management at Priceline.com. Matt has a Bachelor of Arts from the University of Rochester, where he played varsity tennis. His LinkedIn profile is https://www.linkedin.com/in/matt-levine/.
Marya Savola
Marya Savola is a Vice President, Portfolio Manager for Fund Finance at Customers Bank. Marya is an experienced banking executive having worked for 21 years with JP Morgan in New York and Chicago. She was the Vice President, Healthcare, Middle Market Banking & Specialized Industries and also was the Vice President, Corporate Client Banking, Financial Institutions Group. Marya is a consultative banker with comprehensive client relationship experience across treasury services, credit financing, capital markets and asset management solutions, with additional expertise in investor relations communicating with institutional investors and analysts. Her sector experience includes healthcare services, alternative investment management, private equity, and business services.
Marya has an MBA from the University of Rochester, William E. Simon Graduate School of Business Administration and a Bachelor of Arts, History from Northwestern University, Weinberg College of Arts and Sciences. She is a Chartered Financial Analyst (CFA) and is a Director with the CFA Society of New York and is on the Simon Women’s Alliance Board of Directors, University of Rochester. Her LinkedIn profile is https://www.linkedin.com/in/maryasavola/.
Anand Cherukuri
Anand Cherukuri is a Vice President at Willow Tree Credit Partners LP, a credit alternatives platform focused on providing flexible capital structure solutions and value add services to family-owned and financial sponsor-backed middle- market businesses and creating alpha and income for investors seeking attractive risk-adjusted returns. Prior to that, he worked as an investment professional for the Partners Group, a global private markets investment manager having over $100 billion in assets under management and more than 1,500 professionals across 20 offices worldwide.
Anand also worked in investment banking in the mergers and acquisitions group at Oppenheimer & Co. Inc., a leading boutique bank focused one merging growth and mid-sized businesses with strategic advisory services and capital market strategies. He worked in the capital markets group at Moelis & Company, a global independent investment bank that provides financial advisory services to corporations, governments, and financial sponsors and listed on the NYSE. Anand has a B.S. in Business Administration from the University of California, Riverside and an MBA from Columbia Business School. His LinkedIn profile is https://www.linkedin.com/in/acherukuri/
Zoe liu
Zoe Liu currently works in Business Development and Operations at IMTC, a SaaS provider for institutional fixed income managers based in New York City. IMTC’s portfolio management software seamlessly connects people, processes, and data to optimize fixed-income investment workflows. Zoe is passionate about helping managers streamline their workflows and modernize their investment technology.
Prior to IMTC, Zoe started her career at J.P. Morgan as a corporate banking analyst, then later transitioned to an investment portfolio specialist within the wealth management division. She graduated from the University of Rochester with dual degrees in financial economics and psychology, minor in Business Studies. Zoe’s LinkedIn Profile is https://www.linkedin.com/in/zoe-liu-4594065a/.
Jesus Reyes
Jesus Reyes is currently CEO of Opus Management Consulting, a management consulting firm focused on SMEs looking to grow, revamp structure and processes, and find investors to continue a sustainable growth path. Prior to that, he was the CEO of Jason Emer MD, one of the most prestigious surgeons in Beverly Hills, California, where he was responsible for the management, operation and expansion of Jason Emer MD Practice and affiliated businesses.
Prior to this, Jesus worked at HSBC Global Banking and Markets in New York as a Private Wealth Banker and Investment Banker with 14 years of progressive experience in managing a global book of clients with expertise in Debt Structure and Privately Held Companies. He also originated, negotiated and executed new Treasury, Credit & Lending, and Capital Markets mandates for Latin American-headquartered corporates. Jesus has a B.A. in Economics from St Mary University, an M.A. in Economics from Fordham University, and a Master of Science in Finance from Simon Business School, University of Rochester. His LinkedIn Profile is https://www.linkedin.com/in/jesus-a-reyes/.
Carl Eckert
Carl is the CEO and co-founder of Amelia, a mindfulness app built for better mental health habits. Before founding Amelia, Carl worked in asset management at Brookfield Properties, a fully-integrated, global real estate services company that provides portfolio management and development capabilities across the real estate investment strategies of Brookfield Asset Management, a global alternative asset manager with over $540 billion in assets under management.
Before Brookfield, Carl worked in the leveraged finance group of CIT, a publicly listed leading national bank focused on empowering businesses and personal savers with the financial agility to navigate their goals. Carl holds a Bachelor of Artis in Philosophy from Colgate University, where he was a Division 1 athlete. Carl’s LinkedIn Profile is https://www.linkedin.com/in/carleckert353/.
Jonathan Owhe Jr.
Jonathan Owhe Jr. assists clients in working towards complete financial wellness and achieving their financial goals. Jonathan worked as a senior consultant for Cognizant Consulting in the banking and financial services vertical. He performed financial due diligence, conducted market research on industry trends, and designed coherent presentations for leading banks and wealth management companies.
Jonathan also worked for Morgan Stanley, where he designed and improved excel models used for illustrating flows, trends, and liquidity and prepared detailed presentations for senior executives while supporting the formation of executive reports, memoranda, and statistical exhibits. Jonathan did his Bachelor of Science in Finance from Bentley University, where he graduated magna cum laude and did his MBA from McDonough School of Business at Georgetown University. His LinkedIn profile is https://www.linkedin.com/in/jonathanowhejr/.
Connor Babcock
Connor Babcock is a Co-President and Co-founder at White Horn Capital, a privately held firm seeking to acquire and operate a single, high-quality business. Connor worked in private equity for Lone Star Capital, a global private equity firm investing across multiple asset classes with aggregate commitments totaling over $70 billion.
Before Lone Star, Connor worked for Golub Capital, a U.S.-focused credit asset manager with over $25 billion of capital under management. Connor also worked as an investment banker with Wells Fargo Securities in New York in the industrials group. Connor has a Bachelor of Science in Finance from Wake Forest University. His LinkedIn profile is https://www.linkedin.com/in/connor-babcock-90927222/.
Anup Agarwal
Anup Agarwal is among the top-ranked financial modelers globally and came fourth in the world in the ModelOff financial modeling world championship in 2019. He has a passion for spreadsheet-based solutions and is currently a consultant financial modeler at ThinkMatrix Solutions. Anup was also an Associate Trainer for Fitch Learning.
Before ThinkMatrix, Anup worked as a Deputy Manager for SBI Capital Markets in their Project Appraisal Structured Finance and Debt Capital Markets Group. He worked on financial models of greenfield projects and credit appraisals. He also structured debt securities and was involved in regular interaction with institutional investors in the debt markets. Anup has a Bachelor of Commerce from St. Xavier’s College and an MBA from the Indian Institute of Management, Indore. His LinkedIn profile is https://www.linkedin.com/in/anupagarwal06/.
Philip Fraher
Philip Fraher is the Founder of P&K Travel, a travel planning service for small businesses and individuals. He also is an Executive Coach and does strategic planning for CEOs and CFOs, and is currently a strategic advisor to FuelHub, a fourth-party logistics provider. Phil has over 25 years of senior management experience working as President and CEO of Descartes Labs, a company based in Santa Fe, New Mexico, focused on teaching computers to see the world. He was the CFO of Zillant, a company based in Austin, Texas, selling prescriptive sales applications that drive financial growth for B2B companies.
Phil was the President and CEO of FuelQuest, a software as a service provider for retail and commercial fueling logistics applications. Phil managed the sale of FuelQuest to the Gilbarco Veeder Root Division of Danaher Corporation. Phil was the President and CEO of Visual Numerics, where he led the turnaround and expansion of the analytics-based software firm leading to a successful sale to Rogue Wave. Phil has a BS in Computer Engineering from Auburn University and an MBA from Simon Business School, University of Rochester. His LinkedIn profile is https://www.linkedin.com/in/philfraher/.
Alex Rabin
Alex Rabin is the CEO of Peak Capital Advisors, an entrepreneurial real estate investment firm focused on acquiring and developing multi-family, office, and retail properties located in New York City and the surrounding sub-markets. While the firm has knowledge across the various sub-markets, its primary focus is on Sunnyside, Queens.
Prior to Peak, Alex worked in acquisitions for RWN Real Estate Partners, a NYC-based middle- market real estate private equity investment platform founded by a Wharton Professor. Prior to that, Alex was a Senior Analyst at TIAA, a Fortune 100 financial services company with over $1 trillion of AUM, where he supported the firm’s asset management and acquisitions activities. Alex received an MS in Real Estate Finance from New York University and a BA from the University of Michigan. His LinkedIn profile is https://www.linkedin.com/in/alex-rabin-a2333542/.
Stephen Colonnello
Stephen Colonnello is a Senior Associate, Alternative Asset Advisory at Duff & Phelps where he provides valuation services to leading private equity firms. Duff & Phelps provides valuation, real estate, taxation and transfer pricing, disputes, M&A advisory and other corporate transactions services and has over 5,000 employees in 30 countries.
Prior to Duff & Phelps, Stephen worked as a Senior Valuation Analyst for Appraisal Economics, an independent valuation firm that has performed thousands of appraisals over more than 25 years. Stephen has a Bachelor of Science in Finance from The College of New Jersey and is a CFA Level II Candidate. His LinkedIn Profile is https://www.linkedin.com/in/stephen-colonnello-4330a2102/.