2022 Gilrane Economic Symposium & FishFund Venture Presentations
Psi Upsilon Foundation invites you to our annual Symposium bringing together industry leaders together for an evening of moderated discussion around what 2023 might bring.
About the history of the Gilrane Economic Symposium.
Thursday, December 8, 2022.
6 PM – 9pm.
Program begins at 6:45
The Stanwich Club
888 North Street, Greenwich, CT 06831
$85 per person
$50 per person (Recent Grads 2019-2022)
Dress is business attire
Hors d’oeuvre – Menu and details to come
This meeting will not be recorded to encourage candor.
MADE POSSIBLE BY GENEROUS SUPPORT OF OUR BROTHERS
Make a Donation Here or Text GIVE to (317) 399-4318 to make a tax-deductible suggested donation of $25+ to the Foundation & support our programs, operations and outreach efforts like this.
Keynote & Moderator
Kappa ’81 (Bowdoin)
Andy Serwer is the Editor in Chief for Yahoo Finance, where he oversees all editorial content for Yahoo Finance – from breaking news to in-depth stories to original video programming. Yahoo Finance is the number one financial news site, reaching more than 100 million unique users each month.
Serwer is one of the world’s leading business journalists, and is the 2020 recipient of the Elliott V. Bell Award, which honors journalists who have made a significant contribution to the field of financial journalism.Since the start of his tenure at Yahoo Finance in early 2015, he’s interviewed high-profile business leaders and influencers including Bill Gates, Mark Cuban, Warren Buffett, Meg Whitman, Sheryl Sandberg, Michael Dell, Dick Parsons, Valerie Jarrett, Steve Ballmer, Gary Vaynerchuk, Matthew McConaughey, Jessica Alba, Haim Saban, Roger Ferguson, Jamie Dimon, Ambassador Samantha Power, Former National Security Advisor Susan Rice. Andy also oversees Yahoo Finance’s annual All Markets Summit and hosts Yahoo Finance premier series “Influencers with Andy Serwer”.
For eight years he was the managing editor of Fortune—the longest service of any editor since the 1980s—and worked at Time Inc for 29 years. As Managing editor of FORTUNE Serwer was responsible for overseeing FORTUNE magazine and FORTUNE.com, as well as FORTUNE digital media and FORTUNE’s conferences. Serwer has been a regular guest on MSNBC’S Morning Joe and CNBC’s Squawk Box and many other TV and radio programs. From 2001 to 2006 he served as the business anchor for CNN’s American Morning. He reported all business news on the network in the morning, and reported live on air all manner of developing stories, and worked daily with anchors Paula Zahn, Soledad O’Brien, Miles O’Brien, Bill Hemmer, Anderson Cooper and many others to produce CNN’s morning business news. Serwer also co-anchored and helped produce “Minding Your Business,” a weekend TV news program with Jack Cafferty. From 1997 through 2006, Serwer wrote the groundbreaking business news blog, “Streetlife,” one of the first daily digital newsletters covering the world of finance and business. Iconoclastic, irreverent and widely read, “Streetlife” influenced an entire generation of digital journalists. Serwer joined FORTUNE in 1985 as an intern from Columbia Journalism School and went on to cover and edit Wall Street, Washington, investing, information technology and entertainment for the magazine. In 2000, TJFR Business News Reporter named him Business Journalist of the Year. In a Talk of the Town piece about him, The New Yorker called Serwer “perhaps the nation’s top multimedia talent, successfully juggling the roles of serious journalist, astute commentator and occasional court jester.” Among his many accomplishments, Serwer oversaw the relaunch and redesign of FORTUNE’s magazine and website and led a major expansion of its conference division. Under Serwer’s leadership, FORTUNE won numerous Loeb, Deadline Club and SABEW awards, among others. He holds degrees from Bowdoin College, BA 1981, Emory University, MBA 1984, and Columbia University’s Graduate School of Journalism, MS 1985. He is a member of the Board of Trustees of Bowdoin College. He is an Emory University Goizueta School of Business Presidential Fellow. Serwer received Emory University Goizueta School of Business Distinguished Alumni Award 2014. Serwer is the proud father of two daughters; Katie and Emily. He is a resident of New York City and Georgetown, Maine, is a seasoned world traveler and enjoys swimming, running, and all things outdoors.
Omega ’97 (University of Chicago)
Global Co-Head of Citibank’s Global Asset Managers
Anthony is the Global Co-Head of Citibank’s Global Asset Managers franchise, the unit responsible for private equity and Infrastructure funds, sovereign wealth and pension funds, family office and hedge fund clients within Citibank’s Banking, Capital Markets and Advisory Division.
His career has been focused on investment banking, having previously been a senior member of the Leverage Finance and Financial Sponsors Team at Credit Suisse which he joined through its acquisition of Donaldson, Lufkin & Jenrette, having started at Lazard in 1996.
Anthony has worked in the Americas and Europe and across product and industry sector competencies, having been involved in some of the most significant transactions in the EMEA region. His product experience has spanned leveraged finance, M+A advisory, IPOs, and derivatives.
Christopher P. Fuller
Zeta ’88 (Dartmouth)
Managing Partner Verus Investment Partners, LLC
Mr. Fuller has over 25 years of private equity and merchant banking experience. Prior to co-founding Verus and its predecessor, he spent 11 years sourcing, executing and managing private equity investments at Harvest Partners, First Atlantic Capital and BT Capital Partners. During this period, he was responsible for eight platform company investments with an aggregate invested equity value of $200 million and aggregate transaction value of over $4 billion. Mr. Fuller has served on the Board of Directors of six of his past portfolio companies and is a current board member of all Verus portfolio companies.
Mr. Fuller started his career in 1989 at Bankers Trust Company and Salomon Brothers, where he focused on structured products, raising capital for leveraged credits and M&A advisory work. He has an AB degree in Engineering Science from Dartmouth College and both a BE in Electrical Engineering and an ME in Engineering Management from the Thayer School of Engineering at Dartmouth College.
Psi '83 (Hamilton)
Chief Financial & Administrative Officer at Clean Origin
An experienced banking and technology executive with demonstrable success in building businesses over diverse platforms. Jeb has delivered an array of complex solutions across multiple disciplines serving financial institutions by motivating people to perform to their highest potential.
2022 FishFund Venture Presentations
Presentation by Addison Morse, Psi '16
Clean Origin is the world’s largest digitally native purveyor of conflict free, lab grown diamond engagement rings and related fashion jewelry. 💍 Our D2C platform was founded in 2017 to be the premier place to find the highest quality jewelry that differs from mined only in its origin and its price.
While the idea of lab-grown diamonds may be relatively new, our founders have generations of experience and expertise within the jewelry industry. That means every Clean Origin purchase is backed by decades of knowledge and helpful insight that will benefit both the customer and the diamond recipient. Ethically sourced, environmentally friendly diamonds may be our product, but our business is making sure that the couples purchasing and receiving this new sign of love and devotion are 100% satisfied. No matter how small the detail or how many questions you might have, we’ll be there every step of the way to help you throughout this important decision.
Presentation by Jay Riemenschneider, Beta Alpha’91 ( Miami University of Ohio) & Omar Gutierrez, MD (Fiji)
Echo Investing is a FinTech platform that offers a complete ecosystem for all people, the experienced and the inexperienced alike, to learn about investing, share portfolios and investment philosophies, and interact via our internal social media. What makes Echo unique is our ability to connect expert investors and influencers with the novice. Here, the new investor connects with individuals they can benchmark and trust while benefitting from their investment expertise by copying their portfolios. (We call this “echoing.”) Expert investors who have demonstrable track records monetize their investing skills in a way that easily and securely helps the broader community while benefitting themselves financially and professionally. “Robinhood meets Patreon” captures our long-term vision. Sign up @ https://www.echo.investments today! Follow us #echoinvesting
Jay Riemenschneider has a strong background in fund-development honed during a decade-plus of work in Major Gifts and capital campaign consulting throughout the United States, but with heavy concentration in the Midwest, Mid-Atlantic, and South, and across a wide range of vertical markets. He has a particular interest in working with churches to achieve their fund-raising goals, and more recently has gained experience in fund-raising for economic development organizations. Altogether, he has worked on campaigns whose goals approach $500M. It has been a pleasure to transition towards connecting worthwhile entrepreneurship ventures (with high impact potential) and potential angel investors. He is a graduate of Western Reserve Academy and Miami University. At Miami, he was the president of the Psi Upsilon Fraternity.
Omar Gutierrez is the Co-Founder of Echo Investing, a FinTech company focused on building a connected and collaborative community of investors. He previously worked as a financial analyst at Avaring Capital Advisors. Omar is an avid value investor and holds SIE and Series 63 certifications. He is a supporter of social entrepreneurship and impact investing. He was initiated into the Xi Deuteron chapter of Phi Gamma Delta at Case Western Reserve University. Omar holds the degree of M.D. from Harvard Medical School and completed his internal medicine training at the Cleveland Clinic. He is Mexican-American and originally from Dayton, OH. For fun, he plays soccer, enjoys oil painting, and spending time with his family.
Presentation by Board Member, Advisor, Former Director Andrew H. Arnold, E.A. M.B.A. Lambda ’09 ( Columbia)
Eduworks uses artificial intelligence, machine learning, and data science to improve processes in training needs analysis in the aerospace industry.
Our data-driven and AI-enabled solutions that support this mission include CaSS, the most comprehensive suite of tools for competency-based training, staffing, education, and workforce development available today and PeBL Pro, a platform for creating and delivering highly interactive social mobile learning and tracking the data it generates.
Eduworks was co-founded in 2001 by two learning technology innovators and has proudly served customers ranging from Fortune 50 companies to small businesses, non-profits, and government agencies. Please contact us to enquire about our solutions, to partner with us, or simply to learn more about us.
Interested in pitching, click here to tell us about your venture.
Thank you to our generous sponsors helping defray the event costs.
Special thanks to Jack Withiam, () for granting us access to the club under his membership
888 North St,
Greenwich, Connecticut (CT) 06831,
1800 E Putnam Ave, Old Greenwich, CT 06870
Self-parking is available.