6PM Eastern, November 12, 2020 on zoom
Psi Upsilon Foundation invites you to our annual Symposium bringing together industry leaders together for an evening of moderated discussion around what 2021 might bring.
This meeting will not be recorded to encourage candor.
MODERATOR
John “Jeb” Beckwith
Psi ’84 (Hamilton College)
Head of Financial Institutions at GreenPoint Global
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.
https://www.linkedin.com/in/jebbeckwith/
PANELISTS
Peter J. Layton
Omega ’82 (University of Chicago)
I am one of the founding partners of Blackthorne Capital Management, LLC, and is the owner of the family of Warhawk Funds. I serve as the Chairman of the BOX Exchange Group, a partner of Efficient Capital Management, and a Member of Hyde Park Angels. I am also the CEO of The Tallgrass Group, the parent company of various corporations specializing in different aspects of ecological restoration.
I have been a guest lecturer at the University of Chicago, Duke University, Stanford University, Vanderbilt University, and the University of Pennsylvania.
I graduated from the University of Chicago with an AB in economics and an MBA in Finance.
https://www.linkedin.com/in/peterjlayton/
I was a partner at both The Hull Group and Goldman Sachs & Co. from where I retired from in 2005. Currently, I serve on several advisory boards and boards of directors. Aside from serving as Chairman of the Boards of BOX Market, LLC., BOX Digital, LLC., and BOX Holdings Group, LLC, I also hold board membership positions including acting as a member of Efficient Capital Management Advisory Committee, a member of the Nicholas School of the Environment Board of Visitors at Duke University, a member of Hyde Park Angels, an early-stage investment organization, a member of the Entrepreneurship Advisory Board at the University of Wisconsin, Whitewater, a former member of the College Visiting Committee at the University of Chicago, a former member of the Enactus Worldwide Board of Directors, and former President of Chicago Wilderness Trust.
David Mace
Zeta ’98 (Dartmouth)
David Mace is a Managing Director at GI Partners and leads the IT Infrastructure sector investment team as well as the firm’s investments in the wine industry and also sits on the investment committees for the private equity and data infrastructure strategies. GI Partners invests $100-800 million of equity for control in growing North American businesses and partners with management teams as an active owner to accelerate growth, increase operating discipline, nurture organizations, and undertake strategic acquisitions. Prior to joining GI Partners, Mr. Mace was with Palladium Equity Partners in New York, JH Whitney in New York and San Francisco, and Bear, Stearns & Co. in New York. He currently serves on the boards of Sectigo (cybersecurity), SDI (secure managed wireless connectivity), Flexential (colocation and cloud), and Far Niente (fine wine) and previously had board responsibilities for a variety of other technology and consumer companies.
https://www.linkedin.com/in/david-mace-45b17b/
He received an AB in Economics from Dartmouth College and an MBA from the Harvard Graduate School of Business. A native Minnesotan, he now splits his time between Seattle and San Francisco, is married with two sons, and enjoys sailing and fishing.
Philip Timon
Tau ‘86 (University of Pennsylvania)
Portfolio Manager at Owl’s Nest Partners
Owls Nest Partners is an alternative investment management company focused on providing high conviction, high concentration equity separately managed accounts for appropriate endowments, foundations and OCIOs.
https://www.linkedin.com/in/philip-timon-b365b95/
Al Clark
Managing Partner Smith, Adcock and Company LLP.
Partner in the Atlanta CPA firm of Smith, Adcock and Company LLP, where he focuses principally on the construction industry as well as professional and other high income / high net worth individuals.
Frequent presenter on tax trends and implications of emerging legislation.
https://www.linkedin.com/in/alan-clark-9b9607a/
Member of the national Tax Advisory Group of Associated Builders and Contractors (ABC)
He has written the 2-day continuing education course for CFMA - Federal Income Taxation of the Construction Industry
Frequent speaker, writer on construction industry tax and accounting topics
Presented local, regional, national Tax Update for ABC, AGC, CFMA, GUCA, FICPA, AECA, IECA in 2017, 2018, 2019
Very honored to be presenting a topic of construction industry taxes at the Annual CFMA Conference on June 3, 2019
He was recently honored with the 2016 CFMA Chairman's Award
He is:
A member of several construction organizations.
The past Chairman of the national Tax and Legislative Affairs
Committee of Construction Financial Management Association (CFMA)
A member of the national Financial Issues Committee of AGC of America
Board member and treasurer of Associated Builders and Contractors - Georgia chapter
Past board member of the Georgia Chapter CFMA
Past president of ASA - Georgia Chapter
Member of the Atlanta Tax Forum
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