Search Results for: ???????? ?????? ?????? ??????????????? ?????? http://instagram.com/batmanapollo

12.07.23 – 2023 Gilrane Economic Symposium

2023 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 2024 might bring.
About the history of the Gilrane Economic Symposium.
https://psiu.org/12-06-21-2021-gilrane-economic-summit/


Thursday, December 7, 2023.
6 PM – 9PM.
Program begins at 6:45

Indian Harbor Yacht Club
East Room
710 Steamboat Road in Greenwich, CT 06830



Tickets:
$85 per person
$50 per person (Recent Grads 2020-2023)


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

Andy Serwer
Kappa ’81 (Bowdoin)
 

Andy Serwer is Editor at Large at Barron’s, covering a wide range of topics. Prior to Barron’s, he led Yahoo Finance’s editorial team for nearly eight years. He spent 29 years with Fortune Magazine, rising to the position of managing editor, and was the business news anchor of CNN’s American Morning from 2000-2006. Serwer is the 2020 winner of the Elliott V. Bell Award for financial journalism which honors journalists who have made a significant contribution to the field.

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.

https://www.linkedin.com/in/andy-serwer-3790a733

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.

Andy Serwer
Kappa ’81 (Bowdoin)

Andy Serwer at Yahoo on Oct 10, 2018 in New York. Photos by Gino DePinto, Oath
PANELISTS
Panelists

Lawrence Rakers, CFP
Omicron '86 (Illinois)
Portfolio Manager/Group Leader Fidelity Investments

 Lawrence Rakers, CFP 

Larry Rakers is a portfolio manager and group leader at Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. 

In this role, Mr. Rakers is the lead asset allocation portfolio manager for Portfolio Advisory Services Accounts, and works closely with the lead portfolio managers for Portfolio Advisory Services Accounts – Tax-Sensitive Accounts and Workplace Managed Accounts* to ensure asset allocation consistency. 


https://www.linkedin.com/in/lawrence-rakers-83188817/

Prior to assuming his current position in January 2014, Mr. Rakers was a portfolio manager at Fidelity Management & Research Company, LLC (FMR Co.). From 2008 to 2013, he managed the Fidelity Dividend Growth Fund, Fidelity Advisor Dividend Growth Fund, VIP Balanced Fund, and Pyramis SAI Core Dividend Growth Fund. Prior to that, he managed Fidelity Advisor Balanced Fund from 2005 to 2008, Fidelity Balanced Fund from 2002 to 2008, and Fidelity Convertible Securities Fund from 2001 to 2002. Previously, Mr. Rakers worked as an analyst at FMR Co., where he covered various industries and managed multiple funds from 1993 to 2001. Before joining Fidelity, he was a project engineer at Loral Corporation from 1986 to 1993. He has been in the financial industry since 1993. Mr. Rakers earned his bachelor of science and master of science degrees in metallurgical engineering from the University of Illinois and his master of business administration degree from Northeastern University. He is also a Certified Financial Planner® (CFP).

John Thaler
Omega ’97 (University of Chicago)

Founder and Portfolio Manager at JAT Capital Management, L.P. 

https://www.linkedin.com/in/anthony-diamandakis-a5175140/?originalSubdomain=uk

Rich Dell'Aquila
Psi ’98 (Hamilton University)

Managing Partner of PE Firm Brookside Equity

Mr. Dell'Aquila is a Managing Director at Brookside Equity Partners. He focuses on all aspects of the investment activities of Brookside Equity Partners. Mr. Dell'Aquila commenced his professional relationship with The Brookside Group through the review and sponsorship of certain private equity co-investment opportunities. Prior to joining Brookside Equity Partners, he was a Managing Director at Parallel Investment Partners, a middle market private equity firm in Dallas, TX, where he was involved in sourcing, evaluating, structuring, managing and exiting several private equity investments. Before joining Parallel, Mr. Dell'Aquila was a Principal at Southfield Capital Advisors, a Greenwich, CT-based lower-middle market private equity firm, where he helped execute the firm’s investment strategy.

https://www.linkedin.com/in/richard-dell-aquila-41289a3/

Prior to joining Southfield, Mr. Dell'Aquila was a Research Analyst and member of the investment team at Sasco Capital, a $3.5 billion special situations public equity fund. Earlier in his career, Mr. Dell'Aquila was the Director of Finance & Corporate Development for Pangea, Ltd, a private equity-funded telecommunications company. Mr. Dell'Aquila started his career as a Financial Analyst in the leveraged finance group at Bear, Stearns. Mr. Dell'Aquila graduated from Hamilton College where he received a B.A. in Economics. He also studied at Oxford University.

2023 FishFund Venture Presentations


Presentation 1

AgileBrain
Presentation by Jon Penrose - guest of Alex Senchak, Eta '06 (Lehigh)

AgileBrain is a breakthrough emotional / motivational measurement technology that addresses two trillion dollar problems: mental health & wellbeing and employee engagement. AgileBrain's image-based exercise is gamified to drive high engagement and highly efficient to capture 144 data points in just 3 minutes. This data is highly correlated with critical indicators of engagement and wellbeing, like depression, loneliness, trauma, burnout and retention. The technology has been validated in 6 large-scale studies, 6 peer-reviewed articles, and extensive beta testing.

AgileBrain is in the market already serving practitioners and building partnerships. Mental health counselors, coaches and consultants are paying to use the AgileBrain SaaS platform in support their work with individuals, groups and organizations. AgileBrain also integrates its proprietary technology and algorithm with partners to deliver greater insight,  personalization and predictive power. Pilots are underway in key target markets, including corporations, colleges, military and marketing information.

Schedule a Meeting with John:  https://connect.leadingindicator.com/meetings/john-penrose/one-on-one-meeting


Learn More: https://agilebrain.com/science/ 
Try AgileBrain Yourself: https://app.agilebrain.com/go/abpro-startlink?uc=80be68e0-ae9f-44a6-a291-c9d2b08b2505


We are looking for help in 4 areas: Introductions - We are looking for introductions to corporate, academic and other leaders who are motivated to address wellbeing in their organizations Investors - We are raising a $1 million convertible note round and would welcome your participation or introductions to potential investors Advice - We are recruiting senior advisors with specific knowledge in mental health, SaaS business and marketing Visibility - We are looking for high profile individuals who support our mission and can help raise our visibility

Addison Morse, Psi '16
Presentation 2

THIA
Presentation by Board Member, Advisor, Former Director Andrew H. Arnold, E.A. M.B.A. Lambda ’09 ( Columbia) 

 A B2B Copilot platform to manage AI for business uses. THIA goes beyond just using LLMs, but dynamically ties to your data streams, providing contextualised responses that understand your business needs.  This radical new philosophy of using generative models in AI copilots: cuts development costs; maintains & updates without retraining; and meets military security and privacy requirements. We currently have Boeing, Booz Allen, the DoD, Hugh Kaul Medicine Institute, and US Chamber of Commerce using our technology, with Deloitte, Siemens, and Ankura pending LoI. We are cash flow positive, starting our new funding round to support development and aggressively go-to-market as the definitive AI Copilot platform. 

We are looking for help in the following areas:
We are raising $20 Million, and are looking for investors and strategic partners on our growth journey. Specifically, we are looking for interested partners in aviation, finance, and other verticals with vast corpi of regulations that regularly get revamped.

Schedule a Meeting with Andrew
andrew.h.arnold@gmail.com

646 872 0063

https://www.eduworks.com/about

Andrew H. Arnold

Interested in pitching you company? Cclick here to tell us about your venture.

Thank you to our generous sponsors helping defray the event costs.

Special thanks to Patrick Gilrane
for sponsoring this event at his Club.

Indian Harbor Yacht Club


710 Steamboat Rd, Greenwich, CT 06830

Getting Here

Lodging

Hyatt Recency Greenwich
1800 E Putnam Ave, Old Greenwich, CT 06870

https://www.guestreservations.com/hyatt-regency-greenwich/
https://give.psiu.org/event/2023-gilrane-economic-symposium-and-fishfund-venture-presentations/e511643

Self-parking is available.

12.07.23 – 2023 Gilrane Economic Symposium Read More »

Scroll to Top