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2016

Top 30 Family Office Rising Stars

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Family offices are the most coveted workplace within institutional investing due to their relative autonomy, exclusiveness and unique culture. They attract top-tier investors and managers from various backgrounds. The following professionals are the premier directors, partners and managers of this much idolized institution type. Presenting the Top 30 Family Office Rising Stars. Gain insights from single-family offices at Trusted Insight Alpha Conference 2017.

Byran Ritz is the managing director of Anschutz Investment Company, prior to which he was a portfolio manager. Before joining Anschutz Investment Company, he was as a portfolio manager at ICON Advisors. Ritz has a B.S. in accounting and finance from the University of Denver and an MBA in finance from the University of Denver - Daniels College of Business. He is also a CFA charter holder.

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Glenn Fuhrman is the managing partner at MSD Capital, the family office that manages the capital of Michael Dell and his family. He has been with MSD Capital for 18 years since the firm was founded in 1998. Previously, he was a managing director at Goldman Sachs for 10 years. Fuhrman received both his MBA and bachelor's degree from the University of Pennsylvania - The Wharton School.

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Ms. Roush joined Brandywine Group Advisors as an investment director in 2013. Previously, Ms. Roush served as a vice president at LS Power Equity Advisors, a private equity firm focused on the power industry. Ms. Roush began her career at J.P. Morgan, where she was an investment banking analyst. Ms. Roush graduated (magna cum laude) from Wellesley College. She is a CFA charterholder.

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Jeffrey Straayer

Portfolio Manager Private Markets

1888 Management, LLC

Jeffrey Straayer is portfolio manager of private markets at 1888 Management LLC. Previously, he was a portfolio manager of private markets at Koch Industries, where he led the private market investing effort. His other roles included senior investment officer at Wyoming Retirement System and founder/chief investment strategist at Golden Sun Capital Management. He has an MBA from Colorado State University and studied business administration, finance and information systems at the University of Colorado at Boulder.

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Brad Powell

Managing Director - Investments

Emerson Collective

Brad Powell is the managing director of investments at Emerson Collective, a multi-family office.

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Mark Stupfel is a partner at Kleinheinz Family Office in Fort Worth, Texas. Previously, Stupfel was the chief investment officer and partner at Cortex Capital Management, a partner and portfolio manager at Kleinheinz Capital Partners and a co-founder of GSB Investment Management. Stupfel holds a B.A. in economics from Stanford University.

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Bill Scalzulli

Director of Investments

Kraft Group

Bill Scalzulli is the director of investments for the Kraft Group, and was involved in the creation of a dedicated family investment office in 2000, which he leads today. He has a bachelor's degree in business administration from Northeastern University and a master's degree from Boston University.

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Sandy Dean is the director of Pisces, Inc, a San Francisco-based family office that manages the wealth of the Fishers family who founded THE GAP clothing store.

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Chris Girgenti joined Pritzker Group Venture Capital in 1996 and has served as managing partner since 1998. During his tenure, he has led the organization and capital formation for four technology venture funds and has led or overseen investments in more than 100 companies. Previously, Girgenti worked in investment banking at The Chicago Corporation and Kemper Securities. He also serves on numerous boards. Girgenti holds a B.S. in applied mathematics-economics from Brown University and an MBA in finance and accounting from Columbia Business School. He is also a CFA charter holder.

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Alan Chang is a partner and managing director at Capricorn Investment Group. He oversees Capricorn’s Asia and emerging markets portfolio and global venture portfolio. Prior to Capricorn, Chang worked at DFJ New England, managing early-stage venture investments, and Montgomery Securities (now Banc of America Securities), advising technology companies on corporate finance. Chang received an MBA from Harvard Business School and a B.S. from Duke University, graduating cum laude with a triple major in Electrical Engineering, Computer Science and Art History. He is a CFA charter holder.
 

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Michael Cichowski is Managing Director at Daher Ventures, the U.S. affiliate of Daher Capital. He focuses on venture capital and growth equity fund and direct investments. Previously, Michael spent over seven years at growth equity firm Edison Partners. Michael holds a B.S. from Rutgers University and M.S. from Columbia University.

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Chris Dries is a portfolio manager at 1888 Management, LLC. Before joining 1888 Management in 2015, Dries spent eight years at Platte River Capital as a partner and portfolio manager. Before that, he was an analyst at Cordillera Asset Management, Deer Creek Capital and INVESCO. Dries received a master's degree in finance from the University of Colorado Denver and a B.S. in finance from the University of Colorado Boulder. He is a CFA charter holder.

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Robert Smith is director of investments at Friedkin Companies, Inc. based in Houston, Texas. Smith currently serves on the board of six companies and foundations. Smith holds a bachelor's degree from the University of Texas at Austin and an MBA from Texas A&M University.

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G.T Barden is the managing director of Rosewood Private Investments and serves as a voting member of The Rosewood Corporation's Investment Committee. Previously, he served in various capacities for Rosewood Management Corporation, including treasurer and portfolio analyst. Before that, he was a pension consultant with Principal Financial Securities. He has a BBA from Texas Christian University and is a CFA charter holder.

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Jon Taiber is the director at Skydeck LLC. He has more than 16 years of experience in the finance, accounting and family office industries. Before joining Skydeck in 2013, Taiber worked for 15 years as a senior financial officer at Polsky Holdings, a Chicago-based single-family office. Taiber is a graduate from the University of Iowa.

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David Chiang

Managing Director - Private Equity

Soros

David Chiang is the managing director at Soros family office and is responsible for leading global private equity fund investing activities. Prior to joining Soros, he was the managing director of Wilshire Associates and principal of ACON Investments.

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Scott Soffen is a senior investment officer at the American Trading and Production Corporation (Atapco), where he manages all the corporation's non-real estate investments. Prior to this, he was a director at Calvert Education, an adjunct professor at the University of Baltimore, a managing director of equity research at Legg Mason, first vice president of equity research at Lehman Brothers and the vice president of equity research at Robert W. Baird. He has a B.A. in economics from Rutgers University and an MBA from New York University. He is also a CFA charter holder.

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Jed Johnson

Senior Managing Director, Portfolio Manager Private Markets

Crow Holdings Capital Partners

Jed Johnson is a senior managing director and the private markets portfolio manager at Crow Holdings Capital Partners, a multi-family office. He leads the firm’s private markets investment strategy and oversees a team performing private equity manager selection, direct investment evaluation, investment execution and asset management. Previously he was the managing director at Parallel Investment Partners, a Dallas-based private equity firm. Before that, he was the vice president at Summit Partners and an associate at Robertson Stephens. Johnson received a B.A. from Stanford University.

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Sue Stein

Investment Director

H&S Ventures

Sue Stein has served as investment director at H&S Ventures, located in Orange County, California, since 2000. Previously, Stein was a senior manager at Arthur Andersen. Stein holds a B.S. in accounting from California State University-Northridge.

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K.C. Krieger

Managing Director of Investments

Broad Foundation

K.C. Krieger is a managing director of investments at Eli Broad's family office and the Broad Foundation. Prior to this, she was a senior consulting associate at Cambridge Associates. She has a B.A. in economics from Colby College and also attended the London School of Economics and Political Science (LSE).

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Steve Hall is Managing Director at Vulcan Capital where he heads up Vulcan's venture capital investment efforts. He began venture investing in 1998 and his prior exits include About.com (acquired by NY Times), Multex Systems (Reuters), Live Advice (Ingenio) and so on. Hall was formerly a corporate attorney with White & Case in New York, where he focused on M&A and securities transactions. He has been a frequent guest lecturer on venture capital investing and deal structuring at Columbia, UCLA and Boulder law schools. Hall received his double B.A. in business administration and political science from Furman University and J.D. from Columbia University Law School, where he was a Harlan Fiske Stone Scholar.

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Shawn Egan

General Partner, Chief Investment Officer

Antares Capital Partners

Shawn Egan is general partner and chief investment officer at Antares Capital, a single-family office. Previously, Egan founded and operated Eamon Advisory, a consultancy in 2011. Soon after he developed a relationship with Antares Capital and joined the firm in 2012. Prior to that, Egan served as the director of investments at Fine Family Office and the director of research at Deloitte & Touche. Egan holds a B.S. in Finance from Fairfield University and an MBA from the University of Massachusetts at Amherst.

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Ed Zysik is the director at Mousse Partners, where he was previously vice president and an investment professional. He holds a bachelor's degree in economics from Princeton University

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Tom Biegala is the venture capital manager at Cascade Investment, an investment firm controlled by Bill Gates and managed by Michael Larson. Previously, Biegala was an associate at Altira Group and a manager at EPIR Technologies. He received an MBA from Northwestern University - Kellogg School of Management and B.S. in material science from Cornell University.

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Damien Coady is the director at Pritzker Family Foundations. Previously, Coady served as manager, consultant and various other roles at L.E.K. Consulting. Coady holds a B.A. and M.A. in mathematics from University of Cambridge and an MBA from Harvard Business School.

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Samuel Czarny is a managing director at Berggruen Holdings, which he joined in October 2005 to create a long-term diversified real estate portfolio in Germany and other European countries. Prior to this, Samuel was the head of acquisitions at Apellas Property Management, the German platform of George Soros Real Estate Investors.

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Elaine Chan is an investment manager at the Johnson Company. Previously, she worked at The Robert Wood Johnson Foundation and Citigroup. Chan is a graduate from the University of Pennsylvania - The Wharton School.

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Edward Lindqvist

Investment Manager and Personal Family Advisor

HMP Family

Edward Lindqvist is an investment manager and personal family advisor at HMP Family, a single-family office located in Sweden. Previously, Lindqvist was the chairman of Handels Capital Management and a squad chief in the Swedish Armed Forces. Lindqvist holds degrees from Harvard University, Göteborgs Universitet and Chalmers University of Technology.

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Jamie Barrett is a principal at LBCW, where he leads the transaction execution efforts. Prior to this, Barrett was vice president of strategy and finance for a business process company, and spent five years as an investment banker at Boenning & Scattergood, Broadview International and finally as vice president of M&A at FBR Capital Markets. Barrett has an AB in Economics with a Certificate in Finance from Princeton University and an MBA in Finance and Accounting from the Wharton School at the University of Pennsylvania.

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