portfolio-management
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Colin Falls and the Long Arc from Three-Point Line to Bottom Line
A record-setting Notre Dame shooter found his second game in the machinery behind financial advice. At GeoWealth, patience, repetition and an eye for the open shot became a strategy for building wealth technology.
Anish Malhotra Wants Real Estate to Move at Market Speed
After helping digitize financial markets, the Plotify founder turned to a slower target: the paperwork, financing and fragmented decisions behind owning a rental home.
Perry Vieth Left the Bond Desk for Gold With a Coupon
A securities lawyer became a bond trader, then traded the screen for soil. Nearly two decades later, his farmland thesis has become a $2 billion platform inside WisdomTree - while another revealing investment sits in the classrooms he helped redesign.
Chadd Mason Learned Risk the Expensive Way - Then Built a System for It
A family inheritance disappeared into a downturn. Mason answered with books, a beach-trip business name and a two-decade attempt to make market risk legible.
From Risk Premia to Operational Alpha: Erkko Etula’s Long Way Around to Simpler Investing
A Finnish physicist-in-training followed Paul Samuelson’s advice into economics, then carried the lesson from Harvard, the New York Fed and Goldman Sachs into a different kind of wealth platform. His recurring idea is simple: the portfolio may be mathematical, but the scarce asset is an advisor’s time.
Edward Pilkington
Across three decades, five regions and a cabinet of familiar labels, Edward Pilkington learned that durable brands need both a fixed identity and the nerve to move with culture.
Sylvia Kwan
Dr. Sylvia Kwan is the CEO and Chief Investment Officer of Ellevest, the New York-based investment advisory firm built to help women build and manage wealth. A Stanford PhD and holder of both the CFA and CAIA designations, she designed the gender-aware investing algorithm at the core of Ellevest's platform and, in 2025, succeeded founder Sallie Krawcheck to lead the company. With more than three decades in financial services, including founding-team roles at Financial Engines and a stint at Charles Schwab, Kwan is a leading voice on impact investing, alternatives, and closing the gender wealth gap.
Ferdinand Roberts
Ferdinand Roberts is the founder and CEO of Asset Class, a fintech company building an end-to-end software platform for private capital firms - covering fundraising, investor relations, investor portals, deal flow, portfolio management and fund administration. A technology executive with more than 25 years in the sector and senior roles at Yahoo!, Cisco and Ariba, he launched Asset Class in 2020 after seeing firsthand how disjointed private-market operations were while running capital markets for a private equity firm. In 2024 the company raised an $11.6M Series A led by Canapi Ventures, serving 300+ funds and around $33 billion in serviced assets across offices in Dublin, New York, London and Atlanta.
Russell Feldman
Russell Feldman is the co-founder and CEO of IMTC, a New York-based fintech building cloud-based portfolio management software for fixed income teams. He took the CEO seat in May 2022 when IMTC raised its first outside capital led by Nyca Partners, and has grown the company from serving small RIAs to top-tier asset managers. Before IMTC he worked in institutional sales and client advisory at Deutsche Asset Management, an experience he says was his real education in how broken fixed income tooling was.
Junchen Wu
Junchen (William) Wu, PhD, CFA, is the co-founder and CEO of Menos AI, a Silicon Valley fintech building agentic AI for hedge funds and asset managers. A former Head of Quant at Northern Trust and risk portfolio manager for a $3B multi-strategy book in Boston, he is shipping Sonαr, an institutional-grade AI idea-generation platform that turns market noise into structured trade ideas. Backed by a $5.2M oversubscribed seed round, he is on a mission to give buyside teams less noise and more signal.
Allan Brik
Allan Brik is the CEO and managing founder of Everysk, a New York fintech building intelligent automation and risk workflows for capital markets. A structural engineer turned quant turned operator, he spent three decades managing risk at Merrill Lynch, Goldman Sachs, and the $14 billion hedge fund allocator Arden Asset Management before founding Everysk in 2013. He holds a PhD in Computer Aided Engineering from MIT and argues that cloud computing, open APIs, and agentic AI are quietly dismantling the spreadsheets and data silos that have governed investment management for decades.
Ryan Hanley
Ryan Hanley is the Founder and CEO of Equilibrium Energy, the company building PowerOS - an agentic AI platform purpose-built for the power industry. A civil engineer turned energy executive, Hanley spent nearly two decades inside the machine of grid transformation at PG&E, SolarCity, Tesla, and Shell before founding Equilibrium in 2021. With $100M+ raised and NRG Energy as a production customer, he is making a direct bet that AI can unify the fragmented data and systems that hold the power grid back.
Tony Mackenzie
Tony Mackenzie is the Co-Founder and CEO of Jacobi, a San Francisco-based investment technology platform he built after watching the world's largest institutional investors still manage portfolio processes in spreadsheets. Drawing on a PhD in Applied Mathematics and a career managing over $45 billion in assets at QIC, he co-founded Jacobi in 2014 to modernize multi-asset portfolio design, analytics, and client engagement. Today the platform serves clients including T. Rowe Price, Franklin Templeton, and LGIM, representing over $7 trillion in assets under management, and has raised $27.6 million in total funding.
Dror Nahumi
Dror Nahumi is a General Partner at Norwest Venture Partners, a multi-stage global VC firm managing $15.5 billion in assets. Based in Menlo Park, California, he leads Norwest's Israeli investment portfolio - a practice he helped build since the firm established its Israel presence in 2009. A former Bell Labs research engineer who developed the RCELP speech coder (now the CDMA standard for North American cellular), Nahumi transitioned from deep tech to entrepreneurship before landing in venture capital in 2010. He has backed companies that have been acquired by Microsoft, Google, EMC, and Symantec, and has seeded unicorns including Gong.io, VAST Data, and Weka.
Eileen Tanghal
Eileen Tanghal is the Founder and General Partner of Black Opal Ventures, a women-led early-stage venture capital firm based in New York investing at the intersection of healthcare and frontier technology. With over 20 years of VC experience spanning corporate venture (Applied Ventures, ARM Holdings), national security investing (In-Q-Tel), and European VC (Amadeus Capital, Kennet Partners), she co-founded Black Opal in 2021 alongside Dr. Tara Bishop - a friend of 30 years from their days as MIT engineering students. The firm raised a $58M debut fund with backing from Eli Lilly, Bank of America, and J.P. Morgan, and invests in companies using AI, bioengineering, and advanced computing to reshape how healthcare is delivered and who can access it.
Jeb Miller
Jeb Miller is a General Partner at Icon Ventures, a Palo Alto-based early-stage venture capital firm. With over 25 years of experience in technology investing, he has backed more than 50 startups across AI, cybersecurity, digital health, and enterprise SaaS. Before Icon Ventures, he built corporate venture programs at Morgan Stanley Technology Ventures, held principal roles at Worldview Technology Partners and ComVentures, and consulted for the US Department of Defense's Rapid Reaction Technology Office. He holds a BA in Economics from Harvard College (graduated summa cum laude) and was a collegiate water polo athlete. His portfolio includes notable exits like FireEye (IPO), MoPub (acquired by Twitter), and Quizlet, with Icon Ventures tracking 22+ exits representing over $21 billion in combined market value.
Jesse Wedler
Jesse Wedler is a General Partner at CapitalG, Alphabet's independent growth equity fund, where he has worked since its founding in 2013 - starting as an MBA intern and rising to lead investments in companies like Airbnb, Duolingo, Gusto, UiPath, and ID.me. Raised in Petaluma, California and educated at UC Berkeley and Stanford GSB, Wedler brings a deeply hands-on, thesis-driven approach to backing transformative B2B fintech, enterprise software, and identity companies at the growth stage. Known for rolling up his sleeves alongside founders and co-founding a chemistry camp for visually impaired youth with his brother, he blends long-term conviction with genuine operational partnership.
John Delfino
John Delfino is Partner and General Counsel at TCV (Technology Crossover Ventures), the Menlo Park-based growth equity firm behind transformative investments in Netflix, Spotify, Airbnb, Facebook, and over 350 technology companies. Joining TCV in 2014 after nearly a decade at elite law firm Simpson Thacher & Bartlett, Delfino sits at the intersection of law and venture capital - structuring deals, executing investments and exits, and managing the full legal and operational footprint of one of tech's most storied growth investors. With a J.D./M.B.A. from Santa Clara University and undergraduate roots at the College of the Holy Cross (including a year abroad at Oxford), he brings a rare dual lens of legal rigor and business strategy to a firm that has backed category-defining companies since 1995.
Kyle Harrison
Kyle Harrison is a General Partner at Contrary, the talent- and research-driven venture capital firm based in San Francisco. He joined in 2022 to co-found the firm's later-stage investment practice, bringing nearly a decade of experience from Index Ventures, Coatue Management, and TCV, where he backed companies including Ramp, Pave, Anduril, GitLab, Databricks, Snowflake, Figma, and Robinhood. Beyond deploying capital, Harrison built Contrary Research - one of the largest private market research platforms in the world, with 100,000+ subscribers and 500+ published reports. He also publishes the Investing 101 newsletter on Substack (26,000+ subscribers) and co-authored 'The Anduril Thesis,' a 300-page deep dive that took two years and 500+ sources to produce. Married to Camden, father of four, and a member of The Church of Jesus Christ of Latter-Day Saints.
Matt Logan
Matt Logan is General Partner at Earthshot Ventures, a $60M San Francisco-based climate tech fund he helped build from the ground up. Formerly with Elemental Excelerator and Advanced Microgrid Solutions, Logan brings a rare blend of project finance, corporate partnerships, and data-driven sourcing to early-stage climate investing. He built Earthshot's proprietary outbound sourcing engine and focuses on companies where powerful technology waves - AI, robotics, materials, and energy - intersect with outsized climate benefit.
Max Motschwiller
Max Motschwiller is a General Partner at Meritech Capital, a Palo Alto-based growth investment firm behind more than $150 billion in IPOs. He leads investments in enterprise software and fintech at Series B, with a focus on companies scaling toward market leadership. Before Meritech, he backed Uber, Duolingo, Dropcam, and MyFitnessPal at Kleiner Perkins, and spent three years at Summit Partners executing growth equity deals. Named to Forbes 30 Under 30 in 2015, Motschwiller brings an edge forged at Harvard lacrosse, two VC institutions, and a sharp eye for companies that define their categories.
Michael Mauze
Michael Mauze is the Co-Founder and General Partner of VMG Partners, a San Francisco-based consumer-focused growth equity firm he co-founded in 2005. With a career spanning investment banking at PaineWebber and Lehman Brothers to private equity at TSG Consumer Partners, Mauze has spent decades backing consumer brands before 'consumer' became the hottest word in venture capital. VMG has backed over 60 brands including Spindrift, Drunk Elephant, KIND Snacks, and Daily Harvest, and closed its sixth fund at $1 billion in 2025. Beyond the portfolio, Mauze is known for his jazz philanthropy, a five-year cross-country bicycle odyssey, and a $3 million gift to his alma mater Davidson College.
Raj Sandhu
Raj Sandhu is a General Partner at Great Oaks Venture Capital, one of the most active seed-stage investors in the United States with a portfolio spanning 345+ companies and 14 unicorns. Armed with an MBA from Harvard Business School and a double-major BS in Computer Science and Economics from Yale, Sandhu brings a rare blend of technical depth and financial acumen to early-stage investing. Over more than two decades, he has backed companies from pre-seed through Series A with check sizes ranging from $50K to $500K, focusing on enterprise software, SaaS, marketplaces, healthcare, and fintech. Before joining Great Oaks, he managed $2 billion in assets at the Chatterjee-Soros Group, led technology banking at Cowen & Co., and co-founded Modulus Video — a video compression company acquired by Motorola in 2007. His portfolio includes breakout names like Hinge, Peek, Acorns, Allbirds, Bolt, Flatiron Health, and Ibotta.
Ric Fenton
Ric Fenton is a General Partner at TCV (Technology Crossover Ventures), one of the world's leading growth-stage technology investors with over $21 billion in committed capital. Joining TCV in 2008, he oversees the firm's Legal, Capital Markets, Portfolio Talent, and Data Intelligence functions, guiding the full investment lifecycle from deal sourcing and transaction execution to portfolio value creation and exit. A Michigan Ross finance graduate and Duke Law attorney by training, Fenton spent eight years at Simpson Thacher & Bartlett advising top-tier private equity firms on M&A, leveraged buyouts, and securities transactions before crossing over to the investor side. He sits on the Board of Directors of the National Venture Capital Association and the Board of Visitors of Duke University School of Law.
Robert Mittendorff
Dr. Robert Mittendorff is General Partner and Global Head of Healthcare at B Capital, one of the world's leading multi-stage global investment firms with over $6 billion in assets under management. An MD, MBA, and biomedical engineer rolled into one, he brings the rare combination of clinical credibility, operating experience, and investment acumen to healthcare venture capital. He led B Capital's inaugural $500M+ Healthcare Fund I, backing category-defining companies across digital health, medtech, biotech, and AI-driven healthcare from seed to IPO.
J. Seth Strattan
J. Seth Strattan, PhD is a General Partner at Two Bear Capital, a Whitefish, Montana-based venture capital firm investing at the crossroads of life sciences and technology. With a PhD in Structural Biology and a BA in Philosophy from Stanford University, Strattan spent years at Stanford building and leading the engineering and data science teams behind landmark genomics consortia - ENCODE, the Human Cell Atlas, and the International Human Epigenomics Consortium - before pivoting to back the founders tackling biology's hardest problems. He is based in Silicon Valley, leads Two Bear Capital's Menlo Park office, and splits his remaining time between Montana and a family farm in the Appalachian Mountains of Kentucky.
Sonya Brown
Sonya Brown is a General Partner and Co-Head of Growth Equity at Norwest Venture Partners, a leading venture and growth equity firm managing over $12.5 billion in capital. With more than 20 years of investment experience spanning Bear Stearns, iXL Ventures, and Summit Partners, she joined Norwest in 2011 and has built a reputation as one of the most influential investors in consumer products, e-commerce, retail, and business services. Her portfolio includes Babylist, Madison Reed, Kendra Scott, and PCA Skin. A perennial honoree on M&A's Most Influential Women list, she is equally recognized for her work advancing diversity and inclusion in private equity.
Srini Akkaraju
Srini Akkaraju, MD/PhD, is the Founder and Managing General Partner of Samsara BioCapital, a Palo Alto-based venture capital firm he founded in 2016 to translate cutting-edge biology into transformative therapeutics. With a Stanford MD/PhD in Immunology and a computer science foundation from Rice University, Akkaraju has spent over 25 years at the intersection of science and capital - from corporate development at Genentech to partnership roles at J.P. Morgan Partners, Panorama Capital, New Leaf Venture Partners, and Sofinnova Ventures. Samsara has built a portfolio of 93+ companies with 32 IPO exits, backing breakthroughs in immunotherapy, cell therapy, kidney disease, and gene therapy. His conviction-driven approach is evident in moves like a $19M personal stake in Scholar Rock, and his belief that biotech is entering an 'unbelievable innovation cycle' over the next two to three decades.
Thomas Mawhinney
Thomas Mawhinney is a General Partner at Icon Ventures, a Palo Alto-based early-stage venture capital firm where he has invested since 2003. With over 30 years in the technology industry spanning entrepreneurship and venture capital, he combines hands-on operating experience — having co-founded and run a venture-backed software company — with deep investing expertise that has produced exits to Microsoft, Cisco, HP, Twilio, Experian, and more. His current focus spans AI-native companies, digital health, enterprise software, and cybersecurity, with board seats at companies including Teladoc Health, BILL (Bill.com), Maven Clinic, Synack, and Nomad Health.
Tom Davis
Tom Davis is a General Partner at Canapi Ventures, a fintech-focused venture capital firm with over $1.29B in total funding. Based in San Francisco, he leads the firm's West Coast operations and sits on its investment committee, focusing on early- to growth-stage investments in financial technology and B2B software. With nearly two decades spanning Morgan Stanley investment banking, General Atlantic, and Centana Growth Partners, Davis brings rare fluency across the capital stack - from traditional banking relationships to cutting-edge fintech infrastructure. He joined Canapi in November 2023 to open their first San Francisco office, signaling the firm's push deeper into Silicon Valley's fintech ecosystem.