Wall Street Investment + Venture Capital Forum
Adam Jiwan is a fin-tech entrepreneur with more than 15 years of experience founding, investing in and growing companies in the industry. Before founding Spring Labs with his partners John and Anna, Adam was a seed investor and founding board member of Avant.
Adam is currently also a Managing Partner of Ridge Road Capital Partners and Orient Point Capital, holding companies with interests in financial services, real estate services, AI, gaming and vertical software.
Adam is Co-Founder and Chairman of Future Finance, one of Europe’s leading student finance companies, and the Co-Chairman of TrialWorks, a leading litigation software company in the US.
Previously, Adam served as the CEO of Europe & Asia for TPG-Axon, and has held roles at Soros Fund Management, The Blackstone Group and Goldman Sachs.
He is a graduate of Harvard College.
Amy Coveny has extensive experience in building revenue, products and go to market strategies for startup companies. She has been part of three IPOs, two early stage fund raises and several acquisitions. She has served as the Global Head of Audio for Rubicon Project, VP of Sales at Catch5 Media, and Senior Director at multiple Ad Tech companies. While her expertise lies in the Ad Tech space, she knows what it takes for start ups to succeed. Amy has been an Advisor to Quake Capital since the launch of it’s accelerator program; advising companies such as pippa.io, eSports, DataGran, Frenzy and UniversityBeyond.
As a Managing Partner of the New York office, Amy will be in charge of continuing to grow Quake Capital’s Accelerator program, Investor Network and Education Series.
Grishma Parekh is a Managing Director and Head of Origination for Carlyle Global Credit. She is also a member of the Investment Committees of BDC I, II and III. In addition, Ms. Parekh serves as Head of Carlyle Mezzanine Partners.
Prior to joining Carlyle in 2007, Ms. Parekh was an investment banker with JPMorgan where she was responsible for the underwriting, structuring, execution and distribution of leveraged loans, bridge financings and high yield bonds.
Ms. Parekh has served as a board member or observer for several companies across a wide spectrum of industries including Shari’s Management, Document Technologies, FishNet Security, Garretson Resolution Group and Targus Group International. Additionally, Ms. Parekh co-leads Carlyle’s New York Women’s Employee Resource Group and serves on the firm’s Diversity and Inclusion Council.
Ms. Parekh received a Bachelor of Science in Finance and Information Systems from Stern School of Business at New York University. She is based in New York.
Jeffrey Silverman is a Co-Founder & Managing Director of Laconia Capital Group. Jeffrey has over 20 years of experience building early stage media and technology companies and has been involved in all aspects of business management. In 2015, Jeffrey founded Laconia Ventures, LLC as an investment platform to contribute his personal capital into emerging digital technology companies and entrepreneurs. Through Laconia Ventures, Jeffrey has evaluated over 1000 businesses for potential investment and built a portfolio containing over 24 seed and early stage companies within the B2B and B2C markets. Jeffrey assists his entrepreneurs with all aspects of their business, including strategic planning, business development, sales, marketing, and operations. Laconia Ventures’ portfolio investments include TripleLift, SyncOnSet, ALICE and C3 Metrics. Prior to founding Laconia Ventures, Jeffrey spent seven years as the CEO and President of Integrated Color Solutions (ICS), a B2B software company which pioneered color accurate monitor proofing for the graphics arts industry, where Jeffrey was responsible for developing and implementing ICS’s strategic and operating plans. During Jeffrey’s tenure, ICS raised over $25 million in multiple rounds of financing from private equity investors and strategic alliances. Between 1997 and 2002, Jeffrey held several senior-level positions at DoubleClick, the leading provider of software tools designed for advertisers, markets, and web publishers to plan, execute, and analyze their marketing programs. Jeffrey’s positions included President of DoubleClick’s Media Division for North America and VP of Global Sales and was also actively involved in identifying, evaluating, and selecting strategic business alternatives for DoubleClick’s Media Division in the fast changing post Dot-Com Bubble marketplace. Jeffrey helped facilitate the successful sale of the Media Division to its competitor L90, which was later acquired by IAC. Jeffrey’s early career included sales and marketing positions at TeleRep, CBS-TV, and Cover Concepts.
Jeffrey received a BS in History from Tulane University and attended Columbia University’s Executive Education Program. He is a member of Tulane’s President’s Advisory Council; a member of New York Angels, one of the country’s leading angel investor organizations; the Former Chairman and current Board Member for the New York City-Southern NY Chapter of Multiple Sclerosis; a Board of Trustees member at Project Morry, a nonprofit year-round youth development organization. Jeffrey is also the Founder and Chairman of Civics Unplugged, a nonprofit committed to empowering young people with an understanding of their roles and responsibilities as citizens, allowing them to fully participate and contribute positively to our society and world, and Co-Founder and Chairman of the Connecticut grassroots environmental non-profit Friends of the Lake
As Verger’s Chief Executive and Chief Investment Officer, Jim oversees all investment decisions and is responsible for setting the course for the company, leading our corporate strategy and ensuring that Verger remains competitively positioned to serve our partners’ needs in an increasingly complex and volatile market environment.
Previously, Jim was Vice-President and Chief Investment Officer at Wake Forest University, responsible for investment of the University's endowment, working capital and life income assets of over $1.4 billion. Prior to joining Wake Forest, Jim served as Managing Director at Wilshire Associates Inc., and Chief Investment Officer and Portfolio Manager for Wilshire Funds Management, the money management arm of Wilshire Associates. At Wilshire, Jim was responsible for providing leadership on asset allocation, investment policy and investment manager selection. Jim served as the Chairman of the Wilshire Funds Management Investment Committee and served as Portfolio Manager for all of Wilshire Fund Management’s alternative investment portfolios.
Jim holds a BBA in Finance from Villanova University, where he was a member of the NCAA Division I men’s varsity soccer team. He is married and the father of two boys. He currently serves as a member of the Board of Directors of the Wells Fargo Global Alternative Investments, ASGI Agility Income Fund and the ASGI Corbin Multi-Strategy Fund, LLC. Jim also sits on the CAPTRUST Advisory Board, the North Carolina Investment Institute Editorial Committee, the CFA North Carolina Society’s Strategic Advisory Board, SEI Canada Independent Review Committee, Villanova President’s Advisory Council and serves as the Treasurer of James Denmark Loan Fund.
R. Adam Smith is an experienced investor, advisor, and builder of tens of startup, venture and private equity-backed companies in the U.S., and abroad, since the mid-1990s. Adam is an expert in the branded space with a focus on all matters related to the consumer, including luxury, accessories, retail, apparel, beauty, art and design, digital & media, food & beverages, wellness, real estate and wealth management. Through private equity partnerships he has founded since 2002, Adam has invested in over a dozen privately-held companies (including seven acquisitions) with a combined $600 million in sales and over $250 million of contributed equity invested capital, while also forming and serving on the Board of Directors, or advisory boards, of each company. In 2002, Adam founded Circle Peak Capital LLC, a private investment merchant banking partnership based in NYC that he actively manages today and which has served tens of limited partners with over $50 million of invested capital over time.
Earlier in his career, Adam served as a principal at two leading private equity firms in New York City, Caxton-Iseman Capital, an affiliate of Caxton Associates, one of the world’s legendary alternative investment organizations (founded 1993), and Castle Harlan, Inc. (founded 1987) each holding over $2 billion in aggregate managed equity capital. Adam was an early employee and instrumental in the success of global emerging markets (half a billion) dollar hedge fund, Columbus Advisors LLC, formed by the heads of Merrill Lynch emerging markets in 1996. Adam started his career on Wall Street in 1993, holding positions at top firms including Salomon Brothers Inc., J.P. Morgan, and Lehman Brothers Inc. After Salomon Brothers, Adam earned an MBA in 1998 with Beta Gamma Sigma honors from the Graduate School of Business at Columbia University (CBSGSB), and a BA cum laude in International Relations and Economics from Boston University.
Adam is an active alumnus of CBSGSB, a founding board member of the CBSGSB Private Equity Advisory Board, and a founder in 1996 of the school’s now legendary Investment Management Conference. In addition to his role as Founder and CEO of his three primary holdings, Circle Peak Capital LLC, Big Sky Partners LLC, and Family Office Private Advisors LLC, Adam is a founding special advisor to hedge fund platform, Stride Capital LLC (since 2010), was appointed in 2016 to the Advisory Board of the NY Tech Fashion Lab, a collaboration with the Partnership Fund for New York City and leading fashion organizations, and in 2018, was appointed as a founding member of the Dean’s Advisory Board of the Frederick S. Pardee School of Global Studies of Boston University.
Adam is a proud father of two boys, and is active in the arts, design, and is an avid collector. Adam has been a host, patron and / or sponsor of numerous arts related events including the International Fine Art and Antique Show, Weill Carnegie Recital Hall, The Avenue Show, and has been an amateur
classical pianist since the age of 5. Adam is an active philanthropist, as a Co-Founder of Leukemia Fighters at Weill Cornell College, and previously, on the founding Board of Directors of National Sawdust (aka, Original Music Workshop) in Williamsburg, Brooklyn, advisor to the Museum of Arts and Design, and a special advisor to the Tanenbaum Center, National Sawdust, and is the co-founder of Leukemia Fighters at Weill Cornell College.
This event starts on October 23rd at 6:00 PM.
This Wall Street Investment + Venture Capital Forum will take place on Tuesday evening, October 23rd, bringing together top executives and like-minded professionals from the finance industry.
The evening kicks off with dinner, drinks, and networking, where you’ll find fresh faces and reconnect with some familiar ones. After this segment, you will take a seat at a roundtable session where you will join in on a meaningful discussion regarding the current market and various investment philosophies.
The roundtable format is designed to create an open atmosphere for valuable group discussion. This your opportunity to personally get to know some of the most talented and successful professionals within the industry - so don’t be shy, speak up!
Interested in speaking? Please contact Jordyn Willens at email@example.com, Ariella Fox at firstname.lastname@example.org, or Dani Ganot at Dani@yjpnewyork.com