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FAMILY OFFICE PANEL


How to Use ESG Metrics to Evaluate an Impact Startup for Investment

  • 2:00 PM - 3:30 PM EDT
EVENT PARTNER

CALLING HIGH-GROWTH TECH STARTUPS TO PITCH


(Application Deadline - Sep 19)

Connecting Family Office Investors, VCs & Startups

Join us for an engaging panel discussion headlined by top-tier family office investors as they discuss their investment strategy and break into portfolio management, family office fundraising and more. After the panel, we will see pitches from a few of our premier high-growth tech startups. The attendees will have an opportunity to connect with each other post the event on a double opt-in basis.

  • DATE

  • TIME

    2:00 PM - 3:30 PM EDT

PANELISTS

NICK STERLING
FINANCIAL ADVISOR
LinkedIn

He is a CERTIFIED FINANCIAL PLANNER™ and licensed in the following States: AK, AZ, CA, CO, DC, DE, FL, HI, ID, IL, ME, MA, MI, MN, NV, NJ, NM, NY, NC, OR, TN, TX, UT, VT, VA, WA, & WY. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those States.

Links are being provided for information purposes only. Please go to http://www.opco.com/SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

MICHAEL DEO
SENIOR DIRECTOR
LinkedIn

Michael Deo is a chartered financial analyst working out of New York, New York, who has 12 years of professional experience. Deo works at Oppenheimer & Co. Inc. Throughout their career, Deo has worked at The Vanguard Group, Inc, University Of Delaware, Oppenheimer & Co. Inc, Purshe Kaplan Sterling Investments and The Centurion Group, LLC. Deo has a Series 63 license, designating them as a securities representative, and is approved to work in New Jersey.

MICHELE DEMERS
CEO & FOUNDER
LinkedIn

20+ years of experience as an entrepreneur, business executive, and strategist. Founder and CEO of Boundless Impact Investing, a market intelligence platform that provides high-quality, objective, and actionable research and tools to private investors investing in emerging technologies addressing major environmental and health challenges.

ALEX KOTSOPOULOS
PARTNER
LinkedIn

Alex leads RSM Canada’s projects and economics practice. As a professional economist, he advises companies, governments, regulators and national and international institutions on a broad range of economic topics, to help them assess, evaluate and prioritize investments, initiatives and strategies. Alex helps companies and public sector organizations make large-scale strategic decisions on a more fully informed basis, utilizing a highly analytical and data driven approach.

HALL T. MARTIN
FOUNDER & CEO
LinkedIn
(PANEL MODERATOR)

Hall launched TEN Capital as the Texas Entrepreneur Networks in 2009. Today, the firm has over 12,000 investors in its network, and has helped startups raise over $700M and counting. He serves as the Vice-Chair of the Baylor Angel Network. He previously led the Central Texas Angel Network (CTAN) as its first Executive Director, where he achieved over a 40X return for the investors.

He is the founder and director of the Texas Open Angel Network, which is a 501(c)(3) non-profit dedicated to the education of angel investors. As a part of that program, he hosts the Investor Connect podcast series. He is also a Founder and initial Managing Director of SKU (Incubation Station), a consumer product goods accelerator based in Austin, Texas, and the former Managing Director of AccelerateNFC, an accelerator based in Dallas, Texas, focusing on Near Field Communication. He also serves as an Adjunct Professor for the University of Texas, leading the Idea to IP program, which fosters startups from the engineering program.

*Additional panelists are being confirmed

STARTUP PRESENTERS

Tricia Glick
LISA SIMPKINS

CEO & CAPTAIN FOUNDER

Tricia Glick
MARK WILLINGHAM

CEO & CO-FOUNDER

kyle stoner
KYLE STONER

CO-FOUNDER & CEO

JOSEPH GISSY

FOUNDER & CEO

*Additional presenters are being confirmed

EVENT PARTNER