Future1

Angelo helps the world’s most successful families create modern, multi-generationally dynamic, international family offices, that are digitally savvy, identify exponential opportunities and hazards in becoming truly anti-fragile.

Angelo's experience with some of the wealthiest families in the world has allowed him to distill best practices for discovering purpose and refining the vision, governance, structures, systems, processes, and culture that successful families and their ‘safeguard’ family office need in order to thrive.

Angelo helps families create or reinvent their family office to be of institutional quality and highly adaptive. His process engages all generations in the family and focuses on designing a generationally dynamic family office of people/systems/technologies that aligns the desires and capabilities of the rising generation and is able to triumph over challenges.

Music credits:  Clouds by MBB | https://soundcloud.com/mbbofficial, Music promoted by https://www.free-stock-music.com, Creative Commons Attribution-ShareAlike 3.0 Unported, https://creativecommons.org/licenses/by-sa/3.0/deed.en_US

IMPORTANT NOTICE: This web series and podcast is intended for informational purposes only. The views expressed are not, and should not be construed as investment advice or recommendations. Recipients of this should do their own due diligence, taking into account their specific financial circumstances, investment objectives, and risk tolerance (which are not considered in this web series and podcast) before investing. None of this information communication is an offer, nor the solicitation of an offer, to buy or sell any of the assets mentioned herein.

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Anastasia Rivodeaux is Managing Partner at GetFundedTools.com. She is a 3 time CEO of venture startups, has worked across SaaS, HR-tech, mindfulness Tech, consumer, and game verticals, and is an international speaker and startup mentor at 500startups.

In the past, Anastasia has driven product vision and technical development of the software for the Golden State Warriors, Luxottica, Sunglass Hut that resulted in award-winning products and tens of millions of newly engaged users. The GSW virtual assistant has been recognized as “the most engaging AI-virtual assistant” by Mark Zuckerberg. Recognized by Forbes. 

She has Launched the social game platform Social Seeds, bringing 20M new users and 400% revenue growth. Successfully exited in 2018. She designed customer experience and orchestrated the launch of the iOS app Waky that organically generated more than 6M active users in the first six months post-go-live. Recognized by Entrepreneur and Mashable.

As the first startup evangelist of Ukraine Anastasia has built a community of 600+ entrepreneurs and investors that resulted in 10+ deals closed by 908.vc - one of the first Ukrainian venture studios.

Get Funded Tools supports startups and emerging VC fund managers on fundraising operations and investor relations.

Music credits:  Clouds by MBB | https://soundcloud.com/mbbofficial, Music promoted by https://www.free-stock-music.com, Creative Commons Attribution-ShareAlike 3.0 Unported, https://creativecommons.org/licenses/by-sa/3.0/deed.en_US

IMPORTANT NOTICE: This web series and podcast is intended for informational purposes only. The views expressed are not, and should not be construed as investment advice or recommendations. Recipients of this should do their own due diligence, taking into account their specific financial circumstances, investment objectives, and risk tolerance (which are not considered in this web series and podcast) before investing. None of this information communication is an offer, nor the solicitation of an offer, to buy or sell any of the assets mentioned herein.

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He is a venture capital investor at Midven which operates six funds in the UK. They fund new market entrants that are looking to scale quickly. They are sector agnostic, so that means he gets a lot of exposure to many industries, such as biotech, consumer products, and nuclear fusion. His role involves conducting due diligence, deal sourcing, investing, and fund management. A previous fund he worked for, UFP Fintech, seeded a major unicorn (Revolut) and numerous market leaders. He is learning a lot about venture capital and the UK startup ecosystem. He has been able to attend events such as Expanse Summit, Web Summit and meet with the Czech Republic embassy to discuss fintech regulations.

Also, he is passionate about problem-solving and the environment. He believes that startups and translational research are the best ways to overcome such challenges. As a result, he recently started a podcast on Anchor.fm, The Future Impact Show. He interviews scientists, entrepreneurs, and investors about actions that we can take now in order to sustain a growing population.

Midven is the Midlands' leading specialist venture capital company, investing up to £2m into early-stage, fast-growing SMEs. Midven is a prolific investor and has a proven track record of helping companies to succeed and delivering high-value exits.

Music credits:  Clouds by MBB | https://soundcloud.com/mbbofficial, Music promoted by https://www.free-stock-music.com, Creative Commons Attribution-ShareAlike 3.0 Unported, https://creativecommons.org/licenses/by-sa/3.0/deed.en_US

IMPORTANT NOTICE: This web series and podcast is intended for informational purposes only. The views expressed are not, and should not be construed as investment advice or recommendations. Recipients of this should do their own due diligence, taking into account their specific financial circumstances, investment objectives, and risk tolerance (which are not considered in this web series and podcast) before investing. None of this information communication is an offer, nor the solicitation of an offer, to buy or sell any of the assets mentioned herein.

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Harshad is a quantitative researcher, with a focus on alpha research with equity multi-factor models. Developer of the US All Cap Bloomberg Rockefeller Multi-Factor ESG Improvers Index. The index seeks strategic tilts towards Quality and ESG momentum while maintaining low ex-ante volatility

He finished his doctoral studies in the School of Aeronautics and Astronautics Engineering, Purdue University. His work was focused on applying computational and statistical techniques to study fluid mechanics problems, typically the complex interactions between chaotic fluid flows and soot formation in reacting systems.

Rockefeller Capital Management is a leading independent financial services firm offering global family office, wealth management, asset management, and strategic advisory services to ultrahigh-net-worth individuals, families, institutions, and corporations. 

The firm is responsible for approximately $75 billion in client assets, as of March 31, 2021. Headquartered in New York City, the Firm also has offices in Atlanta, Boca Raton, Boston, Cleveland, Chicago, Cincinnati, Dallas, Greenwich, Hamilton, Houston, Los Angeles, Mountain View, Paramus, Philadelphia, Salt Lake City, San Francisco, Saratoga Springs, Scottsdale, Washington, DC, and Wilmington, DE.

Music credits:  Clouds by MBB | https://soundcloud.com/mbbofficial, Music promoted by https://www.free-stock-music.com, Creative Commons Attribution-ShareAlike 3.0 Unported, https://creativecommons.org/licenses/by-sa/3.0/deed.en_US

IMPORTANT NOTICE: This web series and podcast is intended for informational purposes only. The views expressed are not, and should not be construed as investment advice or recommendations. Recipients of this should do their own due diligence, taking into account their specific financial circumstances, investment objectives, and risk tolerance (which are not considered in this web series and podcast) before investing. None of this information communication is an offer, nor the solicitation of an offer, to buy or sell any of the assets mentioned herein.

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Family Office Research Consulting and Events (FORCE) is the largest community of investment-oriented Family Offices, foundations, endowments, and Ultra High Net Worth Individuals in the U.S. They are constantly bringing unique investment opportunities and information to their community by actively seeking out best-in-class companies for the introduction. In addition, their elite peer-to-peer community brings Family Offices from all over the world together, facilitating information sharing, best practices, and networking. 

Steven is an experienced partner with demonstrated success in the financial services industry. Skilled in Corporate Development, Capital Raising, Investor Awareness, Mergers & Acquisitions, Start-ups, Marketing, and Corporate Finance. Strong entrepreneurship professional with a B.A. focused in Political Science from Ithaca College.

Music credits:  Clouds by MBB | https://soundcloud.com/mbbofficial , Music promoted by https://www.free-stock-music.com , Creative Commons Attribution-ShareAlike 3.0 Unported, https://creativecommons.org/licenses/by-sa/3.0/deed.en_US

IMPORTANT NOTICE: This web series and podcast is intended for informational purposes only. The views expressed are not, and should not be construed as investment advice or recommendations. Recipients of this should do their own due diligence, taking into account their specific financial circumstances, investment objectives, and risk tolerance (which are not considered in this web series and podcast) before investing. None of this information communication is an offer, nor the solicitation of an offer, to buy or sell any of the assets mentioned herein.

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Named to "Forbes 50 over 50" Inaugural List and one of Entrepreneur Magazine's "100 Powerful Women" Tracy is an experienced venture capital investor and attorney. Notable investments include early investments in Beautycounter (sold for $1 Billion), Tempo Automation, HopSkipDrive, and May Mobility. 

She is a leader and a sought-after speaker within the community of women founders, innovators, and entrepreneurs, including giving testimony before a U.S. Senate Committee. She has been a speaker for the Nantucket Project, MIT, and TEDx NYIT. In 2018, she was won Moffly Media's "Women's Business Advocate" award.

Tracy has over 15 years of experience in venture capital and private equity. She has 5 years of experience investing in early-stage companies with a female founder through her personal entity Coyote Capital. Tracy was a Partner of a growth capital fund – Baker Capital which had more than $1 billion under management.

Tracy has a broad network in the female founder community. She serves on the Board of Marstone, and Sachs Insights, she also proudly serves on the Advisory Boards of both the New York Institute of Technology and the MIT Enterprise Forum, is an Executive Advisor for the Echoing Green Foundation, and a Mentor for the BIG Accelerator, Monarq, and Techstars KC.

Music credits:  Clouds by MBB | https://soundcloud.com/mbbofficial, Music promoted by https://www.free-stock-music.com, Creative Commons Attribution-ShareAlike 3.0 Unported, https://creativecommons.org/licenses/by-sa/3.0/deed.en_US

IMPORTANT NOTICE: This web series and podcast is intended for informational purposes only. The views expressed are not, and should not be construed as investment advice or recommendations. Recipients of this should do their own due diligence, taking into account their specific financial circumstances, investment objectives, and risk tolerance (which are not considered in this web series and podcast) before investing. None of this information communication is an offer, nor the solicitation of an offer, to buy or sell any of the assets mentioned herein.

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Tanner is a Director at Cornerstone Fund Services, overseeing all client engagement, business development, and strategic partnerships for the company. As one of the initial employees at the firm, his experience includes fund formation and administration, US GAAP financial statement preparation and review, limited and general partner reporting, management company accounting, and fund treasury management, including operating budgets and cash forecasts. 

Outside of venture capital, Tanner enjoys the great outdoors, serving his community, and planning the next family adventure.

Tanner holds a Masters of Business Administration from Adams State University and a Bachelor of Science in Sociology from Brigham Young University-Idaho.

Music credits:  Clouds by MBB | https://soundcloud.com/mbbofficial, Music promoted by https://www.free-stock-music.com, Creative Commons Attribution-ShareAlike 3.0 Unported, https://creativecommons.org/licenses/by-sa/3.0/deed.en_US

IMPORTANT NOTICE: This web series and podcast is intended for informational purposes only. The views expressed are not, and should not be construed as investment advice or recommendations. Recipients of this should do their own due diligence, taking into account their specific financial circumstances, investment objectives, and risk tolerance (which are not considered in this web series and podcast) before investing. None of this information communication is an offer, nor the solicitation of an offer, to buy or sell any of the assets mentioned herein.

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Stonly is a founding Partner of Urban Us.

Stonly has taught at the University of Chicago’s Booth School of Business and lectured at Harvard Business School and UC Berkeley.

Stonly previously founded Veddio Cloud Solutions, an enterprise software company, which was acquired after a year of self-funded growth. He is a serial entrepreneur, having built five ventures spanning different sectors from technology to real estate and international markets, including Brazil and Canada.

Stonly enjoys learning languages, playing instruments, doing math, practicing martial arts, reading, and spending time with friends and family.

Music credits:  Clouds by MBB | https://soundcloud.com/mbbofficial, Music promoted by https://www.free-stock-music.com, Creative Commons Attribution-ShareAlike 3.0 Unported, https://creativecommons.org/licenses/by-sa/3.0/deed.en_US

IMPORTANT NOTICE: This web series and podcast is intended for informational purposes only. The views expressed are not, and should not be construed as investment advice or recommendations. Recipients of this should do their own due diligence, taking into account their specific financial circumstances, investment objectives, and risk tolerance (which are not considered in this web series and podcast) before investing. None of this information communication is an offer, nor the solicitation of an offer, to buy or sell any of the assets mentioned herein.

--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/joelpalathinkal/support

Steve works with OpenView portfolio companies to identify and recruit high-impact senior executives and board members. Prior to OV, Steve was a Principal at True Search, a globally retained executive search firm. At True, he led executive searches across scaling venture and private-equity-backed technology companies.

Steve started his career at Korn Ferry, the largest executive search firm in the world, focusing on CEO/Board and CFO searches for fortune 2000 companies.

Music credits:  Clouds by MBB | https://soundcloud.com/mbbofficial, Music promoted by https://www.free-stock-music.com, Creative Commons Attribution-ShareAlike 3.0 Unported, https://creativecommons.org/licenses/by-sa/3.0/deed.en_US

IMPORTANT NOTICE: This web series and podcast is intended for informational purposes only. The views expressed are not, and should not be construed as investment advice or recommendations. Recipients of this should do their own due diligence, taking into account their specific financial circumstances, investment objectives, and risk tolerance (which are not considered in this web series and podcast) before investing. None of this information communication is an offer, nor the solicitation of an offer, to buy or sell any of the assets mentioned herein.

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Senior Associate. Sarah is a Senior Associate at Bull City Venture Partners. Prior to joining BCVP, Sarah was an investment banker at Lazard Middle Market where she specialized in M&A execution for Consumer, Food, and Retail companies.

Music credits:  Clouds by MBB | https://soundcloud.com/mbbofficial, Music promoted by https://www.free-stock-music.com, Creative Commons Attribution-ShareAlike 3.0 Unported, https://creativecommons.org/licenses/by-sa/3.0/deed.en_US

IMPORTANT NOTICE: This web series and podcast is intended for informational purposes only. The views expressed are not, and should not be construed as investment advice or recommendations. Recipients of this should do their own due diligence, taking into account their specific financial circumstances, investment objectives, and risk tolerance (which are not considered in this web series and podcast) before investing. None of this information communication is an offer, nor the solicitation of an offer, to buy or sell any of the assets mentioned herein.

--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/joelpalathinkal/support