Presenters

Matthew Andrade
Managing Director, Public Investments, Werklund Family Office

Matthew is the Managing Director, Public Investments at Werklund Family Office, a single family office based in Calgary, Alberta. Prior to that, he was the Chief Investment Officer at Canadian Family Futures Inc., Director, Investment Analysis at Kinnear Financial Ltd. and Vice President, Mergers & Acquisitions at Ernst & Young Orenda Corporate Finance. 

Mr. Andrade is a Trustee of Allied Properties REIT (AP.UN-TSX) and has previously served as a director and the Chair of the Governance and Compensation Committee of Stampede Drilling Inc. (SDI-TSXV). He also previously served as President of the CFA Society Calgary and as Chair of the CFA Institute Disciplinary Review Committee. 

Mr. Andrade holds a B.Comm (Honours) degree from Mount Allison University and received his Chartered Financial Analyst designation in 2004. ​He is the past president of the CFA Society Calgary and is the past Chair of the CFA Institute’s Disciplinary Review Committee.

Corey Biggs
Chief Investment Officer, Chinquapin Trust 

Corey serves as Chief Investment Officer for the Chinquapin Trust Company and is responsible for managing the investment portfolio in the context of the overall family strategic plans across family entities including trusts, partnerships, individuals and private foundations.

Prior to joining Chinquapin in 2009 as part of the investment team, Corey spent over 8 years as a consultant focusing on portfolio management and accounting softwar, working with alternative investment funds and family offices to streamline processes and reduce operational risk.

Corey received his B.S. degree in Accounting with a focus on Computer Science from Eastern Illinois University. Corey is a CFA charter holder and member of the CFA Society of Kansas City.

Briton Burge
Principal, Rosewood Private Investments

Briton is a Principal at Rosewood Private Investments. Prior to re-joining Rosewood in November 2019, Briton was a Principal at MHT Partners where he provided strategic advisory services and executed mergers and acquisitions transactions across several industries. Previously, Briton served as a Summer Associate for Rosewood while completing his MBA. Before pursuing his MBA, Briton spent seven years in Belgrade, Serbia, where he worked with Kron Capital Partners, a financial advisory boutique focused on Private Equity transactions in Southeastern Europe, and Colliers International where he led Investment and Corporate Advisory Services for Serbia and Montenegro. Briton holds a B.S. from the University of Southern California and an MBA from the University of North Carolina, Chapel Hill.

Craig Coleman
Vice President, Asset Consulting Group  

As head of ACG’s public markets research efforts, Craig oversees a team of analysts who cover all global long-only asset classes.  Craig has been instrumental in creating ACG’s investing “Playbook”, which articulates the firm’s approach to investing in each of the major asset categories. He has also assisted in developing ACG’s methodology and discipline for identifying new investment managers and strategies, and for evaluating their investment performance compared to appropriate metrics.  Craig has been in the investment consulting business for the past 19 years, and has served in multiple roles related to investment manager selection, implementation and evaluation.  He holds a bachelor’s degree in Finance from Southeast Missouri State University and holds the Certified Investment Management Analyst (CIMA®) designation.  

John C. Davidson
President and CEO, Parmenter Realty Partners 

John Davidson is the President and CEO of the Quarry Hill Group, a family office based in Key Largo Florida that operates in both Canada and the U.S.   The Quarry Hill Group was founded by Thomas Davidson, the patriarch of the Davidson family. Tom Davidson was an successful entrepreneur and an active investor in the early 1980’s and 1990’s pioneering what is now known as the leveraged buyout. Tom successfully purchased, reorganized and sold several large industrial companies in Canada and the U.S. including Nutech Precision Metals, Carborundum Abrasives, American Brass, Hanson Chemical and several others. 

John Davidson is also the President and CEO of Parmenter Realty Partners (PRP) where he has served in a variety of roles for the past 30 years.  PRP is an active owner and manager of Class A office buildings in the Sunbelt of the United States. The firm currently manages over 5 million square feet of office and has successfully acquired and sold well over a $2 billion in real estate during Mr. Davidson’s tenure with the firm. 

The Quarry Hill Group has also been successfully executing a Cold Storage development and acquisition strategy with properties in South Florida, Central Florida and Texas. 

Mr. Davidson is a member of the Young Presidents Organization, the Urban Land Institute, and is a board member of Bonefish Tarpon Trust and John Pennekamp Park.  Mr. Davidson also founded the South Florida Chapter of Entrepreneurs Organization. He has a bachelor’s degree from Michigan State University.

Joe Dowling
Global Head of Blackstone Alternative Asset Management (BAAM)

Joe Dowling is a Senior Managing Director and the Global Head of BAAM, where he oversees and leads all of BAAM’s investment activities. Prior to joining Blackstone in 2021, Mr. Dowling led Brown University’s endowment, including as Chief Executive Officer from July 2018 to July 2020 and Chief Investment Officer from June 2013 to July 2018. Mr. Dowling also served as interim Chief Financial Officer of the University from May 2019 until January 2020, leading all finance and treasury functions as well as cash and debt management. Before joining Brown University, he was the Founder and Chief Executive Officer of Narragansett Asset Management, where he managed funds for institutions, pension funds, and endowments. Mr. Dowling has also worked for First Boston and Tudor Investments. Mr. Dowling has a B.A. from Harvard College and an MBA from Harvard Business School.

Juan Fernando Valdivieso
Managing Partner, PEN Capital

Mr. Valdivieso has been actively involved in real estate investing since 2004. Juan Fernando joined Peninsula in 2015 as Managing Director of Alternative Real Estate.  At Peninsula, Juan Fernando is responsible for leading the firm’s efforts in the United States and Latin America in student and senior housing, in partnership with specialized developers.

Prior to Peninsula, Juan Fernando founded and led various private equity, consulting and real estate companies, including Abu Dhabi Equity Partners, focused on investments in agribusiness and real estate in emerging markets, Gulf Housing Solutions, focused on staff and workforce housing in the UAE, Dubai Equity Partners, a US-based real estate investment company and strategy consulting and private equity firm.  Prior to that, Juan Fernando was a junior partner with McKinsey & Co. where he worked for 7 years. He worked in 14 different offices in 9 countries, primarily in projects in financial services, telecom & oil, with a special focus on strategy, business building, M&A and post-merger management. 

He earned his MBA from the MIT Sloan School of Management and his BA degrees in Economics & Business and International Affairs from Lafayette College. Juan Fernando was awarded the Wall Street Journal Achievement Award in Economics, as one of the top Economics undergraduates in the United States.

Maynard Holt
Founder and CEO, Veriten Global Energy Research

Maynard Holt is the founder & CEO of Veriten. Built off the momentum created by the “Close of the Business Tuesday” podcast, Veriten is an energy-focused knowledge platform that brings diverse perspectives to the energy transition discussion, improving the ability of industry leaders, policy makers, and investors to make investment and strategic choices. 

Jeff Kidd
Managing Director, Harris Williams Transportation and Logistics Group

Jeff Kidd is a managing director at Harris Williams in the firm's Transportation & Logistics Group. He has extensive knowledge of the automotive and heavy duty aftermarket, third-party logistics, and transportation infrastructure sectors, with a particular emphasis on third-party logistics.

Jeff has over 15 years of experience advising clients on a broad range of mergers and acquisitions and strategic advisory assignments, including divestitures, capital raisings, and financings. He is based in our Richmond office.

Jeffrey Kleintop
Managing Director, Chief Global Investment Strategist, Charles Schwab

Jeffrey Kleintop, CFA^®, is Managing Director and the Chief Global Investment Strategist at Charles Schwab. He is responsible for analyzing and discussing international markets, trends, and events to help U.S. investors understand their significance and financial implications. In this role, Kleintop provides actionable insights through social media posts (@JeffreyKleintop), written commentary on Schwab.com, videos, conference calls, webcasts, and in-person events.

Kleintop is frequently cited in a range of national media outlets including The Wall Street Journal, The New York Times, Barron's, and the Financial Times. He is a regular guest on high-profile news networks including CNBC (including CNBC Asia), Bloomberg, Yahoo! Finance, and CNN. Kleintop has been cited in The Wall Street Journal as one of "Wall Street's best and brightest," and he has been a featured keynote speaker at industry events. Kleintop is the author of the investing book Market Evolution: How to Profit in Today's Changing Financial Markets, published by John Wiley & Sons in 2006.

Prior to joining Schwab, Jeffrey served as chief market strategist at LPL Financial. Earlier in his career he was chief investment strategist at PNC.

Kleintop received his Master of Business Administration from Pennsylvania State University and earned his Bachelor of Science in business administration from the University of Delaware. He is a Chartered Financial Analyst (CFA^®).

Jonathan Lach
Private Investor

Jonny Lach is a long-time investor, Chief Investment Officer, investment consultant, entrepreneur and investment banker. He retired from Albourne, an alternative investment consultancy, in 2022 after 12 years. Previously, Jonny founded and ran BlueStar Capital Management, a healthcare hedge fund investment firm. He serves on a family office investment committee. Jonny earned an MBA and JD from the University of Chicago and a BS from the University of Virginia. 

John Martin
Chief Investment Officer, LDI Ltd.

John Martin leads LDI’s acquisition and development activities as Chief Investment Officer. He joined LDI in 2013 and is responsible for initiating platform investment opportunities, structuring and negotiating transactions, supervising due diligence and supporting the strategic acquisition efforts of LDI operating companies. John has over 17 years of M&A and investing experience. John previously worked at Mason Wells, a Midwest-focused private equity firm where he supported the firm’s investment activities and worked with portfolio company management teams to achieve value creation objectives. He began his career in the investment banking group of Robert W. Baird & Co. focusing on buy-side and sell-side M&A advisory assignments. John earned his MBA from Indiana University and a B.S. in finance from the University of Illinois. He serves on the Board of UltiMed Inc., KIPP Indy Public Schools and ACG Indiana.

Joseph Nugent
Director, Asset Consulting Group

As head of ACG’s private markets team, Joe orchestrates the sourcing, due diligence, ongoing oversight, and reporting on illiquid investment strategies including real estate and private equity.  He has played a key role in developing ACG’s approach for identifying and assessing “Opportunistic” investment opportunities within the illiquid space.  He is also a member of ACG’s Investment Committee, which establishes the framework for the firm’s investment philosophy and oversees the internal processes used to ultimately make investment recommendations to clients.  Prior to joining ACG, Joe performed in several roles, including a mutual fund valuation issue analyst.  He is a graduate of Avila University with a Bachelor of Science degree in Accounting, and has over 20 years of experience in the financial services industry.

Luciana Salazar
CIO, MyA Capital FO, Panama

Luciana serves as the CIO of M&A Capital, Inc, a Single-Family Office in Panamá.  She has experience managing Public Markets and Private Fund, investing in all regions including Latin America. She is responsible of performance returns in the Financial Portfolio, overseas the reporting of all family assets and several families portfolios, and the service of other administrative family needs.  Luciana has been with the family for more than 20 years, starting with the founder, and has helped the family jointly with the executive team to structure the Succession Planning, Governance Structure and Long-Term Strategic Planning.  She also works with the 4th generation (rising gen) communicating the values and history of the Family Office. 
Prior to joining the family office, she worked in the banking sector and brokerage arm of a local bank. 
Luciana holds two bachelor’s degrees, Finance and Accounting, an MBA from Nova Southeastern University and a master’s degree in Tax Management. 

Dan Thomas
President, DT Capital Group

Dan Thomas is an experienced principal, investor, and lender on commercial real estate and is former board member of a commercial bank.

Dan is currently partnering with other family offices, and in the process of raising a fund, to strategically “invest” in various portions of the capital stack in commercial real estate assets. Given his thesis that commercial real estate assets have been overvalued for several years, Dan is focused on making investments at a very favorable basis, such as note acquisitions, the provisioning of rescue capital, and in rare situations, the provisioning of mezzanine financing on well-located real estate.

In 2017, Dan founded DT Capital (DTC) as a commercial lending and consulting platform focused on analyzing and structuring complex transactions. In its first year, DTC underwrote over $60 Billion in lending opportunities across the United States and advised on the closing of approximately $1.7 Billion in loans. Given his views, Dan sold most of his “investments” in commercial real estate over the last two years.

Dan founded and ran Real Estate Specialties Group (RESG) at Bank OZK (formerly Bank of the Ozarks) for 14 years, ultimately rising to become Chief Lending Officer and Vice Chairman of the Bank. Under his leadership, RESG originated, closed, and serviced approximately $24.6 Billion of senior debt across more than 800 transactions to become one of the largest construction lenders in the country.

Prior to his time at RESG, Dan served in senior management roles at three real estate
development/ownership firms. He was heavily involved in the acquisition, development, management, stabilization, re-positioning, and monetization of virtually all commercial property types, including multifamily, office, retail, industrial, hospitality, medical office, land, and lot development. Dan served as practice leader (real estate consulting) for Ernst & Young from 1998 to 2000, and as a real estate attorney with Baker & McKenzie LLP from 1996 to 1998. Additionally, Dan was recognized as one of the 50 Most Important Figures of Commercial Real Estate by Commercial Observer (2017).

Dan is an Attorney at Law and CPA.

Bob Wegbreit
Executive Director, GF Data, an ACG Company

Bob Wegbreit is the Executive Director of GF Data. He has held a variety of senior-level positions in operating, sales and marketing in the printing and advertising industries. He has been a featured speaker on the state of the middle market at several industry events. He has held elected and appointed regional non-profit board positions and is currently the vice chair of the Montgomery County Redevelopment Authority Board. Bob has a B.S. from Boston University.

Mauricio Zachrisson
Director, Losa Group

Mauricio serves as Co-CIO at Losa Group, where he works alongside the family in defining an overarching investment strategy for the family office and where he is responsible for overseeing the family's investments across a broad spectrum of asset classes including Direct Investments, Real Estate and Fixed Income. Throughout his time at Losa, Mauricio has led Losa Group's efforts into new strategies and asset classes, including Direct Global Venture Capital and Direct Latam Real Assets Platforms. 

Prior to joining Losa in 2018, Mauricio had worked for over 10 years in management consulting at Bain & Co. and banking at Citi with a focus on private equity. He holds a B.S. degree in Economics from Universidad Francisco Marroquin in Guatemala and holds an MBA degree from University of Chicago Booth School of Business. 

FOX Presenters

Gaby Griffin
Managing Director, Council Memberships

Gaby Griffin the Managing Director of Council Memberships at Family Office Exchange (FOX). In her role, Gaby leads the overall Family Office Council experience and manages multiple councils. She provides members the opportunities to learn from and share ideas with highly accomplished and hard-to-find peers in a confidential environment. No matter what hat she’s wearing, her goal is simple – to create value for families by providing objective guidance and timely relevant information to help make informed decisions. Gaby takes a very personalized approach to her relationship management practice and has built client and advisory relationships that span over two decades. She also serves as a member of the FOX leadership
team.

Gaby brings 25 years of wealth management, corporate , investment, and strategic advisory experience to FOX and its members. Gaby joined FOX from Capital Group Private Client Services. Prior to that, she held leadership positions at LaSalle Bank NA advising business owners, their families and family offices, as well as working directly with ultra-high net worth clients as a relationship manager for Abbot Downing. Gaby has been involved with the FOX community for over 20 years.

Gaby earned a B.A. in Political Science from the University of Wisconsin at Madison. She obtained a Certified Private Wealth Advisor (CPWA®) designation at the University of Chicago Booth School of Business in 2013. Gaby is a member of the Chicago Estate Planning Council (CEPC). Ms. Griffin served on the Board of Trustees and Executive Board for Victory Gardens Theater from 2012-2020. Additionally, she has held several other positions in the non-profit sector and other professional organizations over her career.

Miguel López de Silanes Gómez
Market Leader, International

Miguel López de Silanes Gómez is the international market leader at the Family Office Exchange (FOX). He is responsible for delivering FOX services to current members, and actively works to expand the network in Europe and Latin America. His base is in Madrid, but he spends half of his time in Latin America. 

Miguel has most recently been director of the family office for one of Europe’s leading real estate families, with specific responsibility for designing and implementing the family’s investment strategy and for providing owner education to the younger family members.  

Previously, he worked at UBS Wealth Management in New York, Chile, and other locations in Latin America. He began his career at Bain & Company as an Associate Consultant in London and Madrid. He has an M.B.A. from Harvard Business School and a B.A. in Economics from Universidad Pontificia Comillas (ICADE) in Madrid.

Nate Hamilton
Vice Chair

Nate Hamilton, CFA, is currently Co-Founder and Managing Partner of Heritage Partners Group, a private equity investment and operations platform focused on the acquisition and roll-up of consumer retail and information services businesses. Nate has significant experience in partnering with and investing alongside private family capital and family-owned businesses. Prior to founding Heritage, he worked in investment banking, sales and trading and private equity across several institutions including Goldman Sachs, UBS and as a co-founder of FDX Capital, a direct-investment platform built for FOX family offices. Nate currently sits on the Advisory Board of Family Office Exchange and is a consultant to the Direct Investment Network. He earned his Bachelor’s degree in Economics from Vanderbilt and an M.B.A. from the University of Chicago Booth School of Business.

Peter Moustakerski
CEO

Peter Moustakerski is CEO of Family Office Exchange (FOX), the premier resource for families managing private enterprises and family wealth across generations. For over 30 years, FOX has been recognized as the industry’s most exclusive, innovative, and influential community for peer networking and learning, and has provided independent insights, expert guidance, and practical solutions to complex problems related to family transitions and family wealth.

Peter has spent more than 25 years as a C-level strategist and executive across a variety of industries, including wealth management, capital markets, and technology. He is a former family office executive and FOX member, management consultant, and entrepreneur. He has served as a strategy, innovation, and growth leader for a number of private and public companies and founded two start-ups in New York City and China.

Prior to joining FOX, Peter served as Chief Operating Officer of the family office of the founder of Bridgewater Associates, where he worked closely with the principal family members to envision and oversee the redesign of the family office strategy and day-to-day operations to better serve the evolving needs of the family. Before that, Peter was a management consultant at Booz Allen Hamilton, advising many of the world’s top C-suite leaders, and a strategy executive at UBS, leading all growth and transformation initiatives for the bank’s wealth management organization.

Most recently, Peter was Chief Strategy Officer of News America Marketing, a former News Corp. subsidiary, where he built and led the Corporate Strategy and M&A function and led the company’s successful carve-out and sale to a private equity sponsor. In addition, for more than 20 years, Peter has been a contributing writer and researcher with The Economist Intelligence Unit (EIU), and has led many qualitative and quantitative research projects, and written a number of influential white papers for the EIU, NBER, and other research institutions and media publications.

Peter holds an MBA from Columbia Business School and a BSc in Computer Science and Engineering from Zhejiang University in China, and is proficient in Mandarin, Russian, and Bulgarian.

Scott Muench
Managing Director, Core Memberships

Scott Muench is the Managing Director of Core Memberships at Family Office Exchange (FOX).  In his role, Scott leads all aspects of the Financial Family market at FOX, defined as those families who no longer own an operating company and family office executives serving these families.  In addition, Scott is also responsible for leading, coaching, and managing our Relationship Management team and overseeing the overall member experience.

Scott has over twenty-five years as an institutional and ultra-high net worth investment professional, including working at  SEI Investments as head of the Defined Contribution national market, working with plan sponsors on target-date fund and core investment strategy implementation. This experience working with investment committees and professionals enhanced a strong background in asset allocation, capital markets, and strategic and tactical instruments. Scott also worked at Northern Trust Asset Management as a managing director for the eastern region of the United States, working with large complex corporate institutions and asset owners, including foundations, endowments, pension plans, and ultra-high-net-worth families. Scott's experience at Northern Trust also includes the Global Family and Private Investment Office Group. He led a team of investment relationship managers working with families, family offices, and investment consultants to implement strategies to meet personal financial goals. In addition, Scott managed the team working with 400+ family offices to achieve tax efficiency and superior risk-adjusted returns.

Scott received his Bachelor of Science degree in Finance from Northern Illinois University. He earned his Master's in Business Administration with concentrations in finance and accounting from DePaul's Kellstadt Graduate School of Business.

Nick Rhoads
Trustee & Ex-Officio Board Member

Nick is an accomplished entrepreneur, investor and executive with deep experience building and investing in businesses at an institutional scale. Nick is the Co-Founder and Managing Partner of Heritage Partners Group (“Heritage”), an investment firm focused on acquiring, building and growing private businesses and real estate. The Heritage strategy is characterized in part by a differentiated approach to private investing, partnering exclusively with family capital and utilizing a permanent, flexible approach to timelines, structure and asset monetization. Throughout Nick’s career, he has worked closely with family offices and high-net-worth individuals, and he understands the unique challenges and opportunities that families encounter. 

Prior to founding Heritage, Nick worked in the investment banking division at Goldman Sachs, where he advised publicly traded and privately held companies on M&A, equity financing and other strategic initiatives. Previously, Nick held various positions at Fidelity Investments, where he was consistently recognized as a top 1% producer in the firm’s wealth management division and served on various firmwide leadership committees. 

Since 2018, Nick has served on the Advisory Board of Family Office Exchange (“FOX”), the world’s premier network for multigenerational family offices. Nick is involved in several charities in New York and in his home state of Virginia and has been a regular guest lecturer at Columbia Business School and at the University of Maryland. He has a B.S. from Virginia Tech and an M.B.A. from Columbia Business School, where he was a Columbia Fellow.

David Toth
President of Membership

David Toth is the President of Membership at Family Office Exchange (FOX) and is market leader for FOX’s Wealth Advisor members. In his role, he serves as Co-Chair for Multi-Family Office and Integrated Wealth Advisor Councils. He also Co-Chairs the Strategic Chief Investment Officer Council, a peer group for family office CIOs. 

David serves as relationship manager for select wealth advisors and families providing strategic guidance, access to essential research and offers key insights on issues of importance to them. He has authored, presented, and consulted on topics ranging from client experience and pricing strategies to talent management. 

He is as a member of the FOX leadership team, helping to develop and execute strategies designed to better meet member’s evolving needs. David also participates in the development of new research and thought leadership for FOX members.  

David brings over thirty years of wealth and investment management, marketing, and strategic consulting experience to FOX and its members. He held key leadership positions in the Asset Management Division at PNC Financial formulating and implementing growth strategies that helped to more than double the size of their wealth and ultra-high net worth businesses. 

David earned a B.B.A. majoring in Marketing and an M.B.A. majoring in Finance & Economics from University of Michigan and the University of Detroit/Mercy, respectively. In addition, David has completed Leadership and Executive Development programs at the University of Pennsylvania’s Wharton School.