Presenters

Dave Blundin
Founder, Exponential Ventures

Dave Blundin is a serial entrepreneur and Founder of Exponential Ventures (XPV). Dave is also Managing Partner at Link Ventures, a VC firm investing in early-stage technology startups. He has co-founded 23 companies, at least five of which have achieved $100 million+ valuations, and served on 21 private and public boards.

XPV’s mission is to harness talent and deploy capital to entrepreneurs leveraging AI in an aligned fashion to positively impact humanity by addressing the world’s grand challenges. The tech incubation process has led Dave to become chairman of 12 companies, including EverQuote (NASDAQ: EVER). Dave is also 
the Chairman and founding CEO of Vestmark, which manages over $2TN in US assets, and General Partner at Vestigo Ventures, a fintech-focused fund. 

Dave is extremely passionate about mentoring and coaching young entrepreneurs & management teams to accelerate the impact of technology on society. Dave is currently an instructor at MIT teaching a class in Spring 2024 named “AI for Impact: Venture Studio”, which is vastly oversubscribed and has about 100 students.
Dave sits on the Board of Directors of XPRIZE and received his BS in Computer Science from MIT where he researched neural network technology at the AI lab. 

Christopher Doman
Managing Partner, Purple Rock Partners

Chris Doman is the Founder and Managing Partner at Purple Rock Partners, a commercial real estate investment and asset management platform. He was formerly the Head of Investments and Development at DCG Real Estate, a subsidiary of Digital Currency Group that was created to invest in and develop real estate to support the growth and infrastructure needs of the Blockchain / FinTech industry. Prior to joining DCG Real Estate and building its real estate platform, Chris spent 7 years at Tishman Speyer, where he held various roles including the Head of Studio, Tishman Speyer’s flex office and coworking platform; senior asset management roles including overseeing a large Manhattan mixed-use complex and its operations; and other roles in acquisitions, development, and debt capital markets. Chris began his career at J.P. Morgan Asset Management working in due diligence capacities across the alternative investments space. Chris has an MBA with a concentration in Real Estate and Finance from Columbia Business School and a BA in Economics and Legal Studies from Northwestern University.

 

Alison Furneaux
Chief Marketing Officer, CyberSaint

Alison Furneaux is driven by a deep commitment to building companies destined to make a significant global impact. Alison has been integral in the formation and launch of multiple startups starting in her early years across SaaS, agtech, ecommerce and cybersecurity, leveraging her operational expertise in growth operations, fundraising, and strategy. Alison serves as an Operating Partner at BlueIO, where she supports founding and operational teams’ activities across the portfolio.

As the Chief Marketing Officer and member of the founding team at CyberSaint, one of BlueIO’s companies, Alison plays a crucial role in sculpting the company's strategy and leading its execution. Alison also dedicates her expertise to advising and investing in emerging companies in the cybersecurity and broader technology fields.

Alison’s academic background includes a BA in Economics from Boston University, as well as certifications in strategy and finance through Harvard Business School and Cornell SC Johnson College of Business.

 

Dave Furneaux
Founder, BlueIO

Dave Furneaux’s passion is to create companies that make an outsized difference in the world. He has been a driving force behind many breakthrough companies as a founder, operator, investor and active board leader including notable examples: Watchfire (acquired by IBM), Skystone (acquired by Cisco Systems),  Application Security (acquired by SingTel) and Aironet (acquired by Cisco Systems). 

Earlier in his career, Dave founded and led Kodiak Venture Partners, which went on to invest in and build companies such as Appnexus (acquired by AT&T), Channel Advisor (NYSE: ECOM), Extreme (acquired by Microchip), Enfora (acquired by Sierra Wireless), IM Logic (acquired by Symanec) and WHERE (acquired by Paypal).  

More recently, Dave founded BlueIO, an innovative, mission-driven builder capitalist investment company. Under BlueIO, Dave participated in the formation and building process as a co-founder and investor in a core group of companies, such as Blaze (acquired by Akamai), Cybersaint (a leading Cyber Risk Management company), Greenlight Biosciences (EPA approved breakthrough RNA bio-chemical platform for clean food), Lufa Farms (a leading agricultural technology company), Lumicell (an FDA approved platform for Cancer therapy) and Virsec (a breakthrough cyber protection company).

Dave holds a BA with Phi Beta Kappa, Magna Cum Laude honors from Colorado College.

 

Brady Hyde
Vice President, Director of Private Equity, B1 Capital Partners 

Brady Hyde is the Vice President, Director of Private Equity for B1 Capital Partners. He is responsible for all aspects of the Private Strategies program, including fund manager selection, co-investing diligence, secondary diligence, portfolio monitoring and strategic planning. 

Prior to joining B1 Capital, Brady was the Portfolio Manager for UPS Group Trust leading the Private Equity program for the $50B+ pension plan.  During his tenure, he invested over $3B across various private strategies and built co-investment, direct investment and secondary programs. He also spent time at WP Global Partners, a private equity fund-of-funds and started his career as a credit analyst at Bank of America. 

Brady received his MBA from University of Chicago Booth School of Business, B.A. in Economics, Vanderbilt University, and his ​Chartered Alternative Investment Analyst Associated (CAIA).

 

Raoul Pal
Co-Founder & CEO, Global Macro Investor & Real Vision

Raoul Pal is one of the most respected thought leaders and communicators in the financial markets and is also a prolific entrepreneur. He uniquely focuses on what he sees as the key secular themes in macro, technology and crypto, and how they interplay with the business cycle to drive outsized investment returns. 

He has been writing his flagship publication, Global Macro Investor since January 2005 to provide original, high-quality, quantifiable and easily readable research for the global macro investment community: hedge funds, family offices, pension funds, sovereign wealth funds, RIA’s, and high net worth individuals. His deep experience and highly original yet process-driven framework has resulted in GMI’s unparalleled proven track. 

Raoul is also the co-founder and CEO of Real Vision, the leading financial knowledge and media platform (www.realvision.com) which arms people with the knowledge tools and network to succeed in their financial journey, he is the Co-Founder and CEO of Exponential Age Asset Management (www.expaam.com), an asset management business that focuses on investing in the digital asset space via a fund of hedge funds (EADAF) and other vehicles. Raoul has been an active investor in crypto since 2012 and wrote the first-ever macro valuation research article on Bitcoin in 2013. 

Raoul lives in the Cayman Islands, splitting his time between Grand Cayman and Little Cayman, but reaches the world via his writing, one million Twitter followers and his video/podcast interviews which have over 100m views. 

 

Lisa Picard
Managing Partner of Oxygen Investment Management (former CEO of EQ Office — Blackstone Platform Company)

Lisa Picard is an accomplished real estate executive with nearly 30 years of experience developing, operating, and investing in major urban properties. A visionary leader, she has a track record of transforming assets and driving technological innovation across $27B+ in AUM.

Currently, Lisa is one of the founding partners at Oxygen Investment Management, an organization comprised of seasoned leaders providing capital and expertise to distressed office and multifamily assets. In addition, she counsels large landowners on value strategies given the cyclical and systemic shifts affecting urban markets. As the former President and CEO of EQ Office, a Blackstone portfolio company, Lisa oversaw the restructuring and rebranding of their nationwide office portfolio. This encompassed strategic disposition of nearly $11B in legacy assets from Blackstone’s 2007 acquisition of EOP, as well as stabilizing remaining assets valued at over $27B.

With extensive experience encompassing over $8B in ground-up projects, Lisa has led 200+ employee organizations and managed multifaceted portfolios.  Lisa sits on several boards and is an advisor to proptech startups and funds. She holds two Master's degrees from MIT and is a former competitive cyclist and cross-country skier. Lisa splits her time between Seattle and Sonoma County.

 

Rick Rieder
CIO, BlackRock

Rick Rieder, Senior Managing Director, is BlackRock's Chief Investment Officer of Global Fixed Income, Head of the Fundamental Fixed Income business, and Head of the Global Allocation Investment Team. Responsible for roughly $2.7 trillion in assets, Mr. Rieder is a member of BlackRock’s Global Executive Committee (GEC) and its GEC Investments Sub-Committee. He is also a member of BlackRock's Global Operating Committee, and Chairman of the firm-wide BlackRock Investment Council.

Before joining BlackRock in 2009, Mr. Rieder was President and Chief Executive Officer of R3 Capital Partners. He served as Vice Chairman and member of the Borrowing Committee for the U.S. Treasury and member of the Federal Reserve’s Investment Advisory Committee on Financial Markets.

Mr. Rieder currently serves on the Alphabet/Google Investment Advisory Committee and the UBS Research Advisory Board. He has been awarded the 2023 Outstanding Portfolio Manager by Morningstar, was nominated for Outstanding Portfolio Manager by Morningstar in 2021, was awarded the Global Unconstrained Fixed Income Manager of the Year for 2015 by Institutional Investor, was nominated for Fixed Income Manager of the Year by Institutional Investor for 2014, and was inducted into the Fixed Income Analysts Society Fixed Income Hall of Fame in 2013. Five of the funds Mr. Rieder manages (Strategic Income Opportunities, Fixed Income Global Opportunities, Total Return, Strategic Global Bond, and Global Allocation) have been awarded Gold Medals by Morningstar.

Mr. Rieder earned a BBA degree in Finance from Emory University in 1983 and an MBA degree from The Wharton School of the University of Pennsylvania in 1987. He is a member of the board of Emory University, Emory's Goizueta Business School, and the University's Finance Committee, and is the Vice Chairman of the Investment Committee. Mr. Rieder is founder and chairman of the Goizueta Business School's BBA investment fund and community financial literacy program, Graduation Generation Public School Collaboration in Atlanta.

 

Rostam Zafri
CIO, Sage Hill Investors

Rostam serves as the CIO of Sage Hill Investors. SHI is a family office driven by the desire to make a positive impact on people and the planet by partnering with visionary founders to build some of the most innovative companies across agriculture, sustainability, healthcare, food, and technology. Rostam has led 150+ early-stage investments in purpose-driven founders and fund managers across the US, Europe, India, and Africa. He also serves as Executive Director of SHI’s philanthropic arm, World Within, dedicated to economic development and human rights. Rostam enjoys reading poetry (especially Persian literature), being outdoors, and hanging out with his family and friends. 

 

Rosemary Sagar
Chief Investment Officer, Sagar Family Office 

Rosemary Sagar, CFA is CIO of the Sagar Family Office, allocating to alternatives funds and direct investments since 2004. She oversees the legacy of her late father Dr. Vidya Sagar at IP law firm Remfry & Sagar, founded 1827 (www.remfry.com), and is Chair of an award-winning boarding school in Rajasthan (www.thesagarschool.org). She was also CIO at Kingdon Foundation (Kingdon Capital Management LLC) from 2005 to 2022.

Previously, Rosemary spent 20 years in International Equities, as MD/Head of Global Investments at US Trust, and SVP, International Equities at GE Investments, where she managed $1.8bn in pension assets for GE, NYC Employees Retirement System, NYC Police and NYC Teachers. She was Chair of GE’s UK pension fund and board member of their Dutch pension fund. She headed European equity research at Baring Securities, was VP at Drexel Burnham Lambert and the first international equity analyst at Morgan Stanley, hired by strategist Barton Biggs.

Rosemary advises the LatAm Family Office Society, the Greenwich Economic Forum, WorkingNation, and previously the Paris Stock Exchange NYSE, Comex and the Polish Private Equity Fund. She was Trustee at Rumsey Hall School in Washington Depot, CT.

She received her MBA from Columbia University, BS from Boston University (summa cum laude, Beta Gamma Sigma) and ‘degré superieur’ (“bien” honors) from the Sorbonne. Native German and fluent French speaker.

 

FOX Presenters

Nate Hamilton
Vice Chair, FOX

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, FOX

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.

 

Nick Rhodes
Board Member, FOX

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, Membership, FOX

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.