Ms. Wendy Diamond

Internationally Renowned Social Entrepreneur, Impact Investor, Humanitarian, Best Selling Author, TV Personality and Do Gooder!

Wendy Diamond is the CEO and Founder of Women’s Entrepreneurship Day Organization (WEDO)/#ChooseWOMEN, a non-governmental volunteer organization and global initiative celebrated in 144 countries, and universities and colleges worldwide with the mission to empower WOMEN in business and alleviate poverty.

She is an Investor and Advisor in social impact disruptive technologies and women led businesses in Health Sciences, Renewable Energy, Artificial Intelligence, Blockchain Technology, Fintech and Virtual Reality, including: Producers Market, RISE Wealth Technologies, LOOK Lateral Art, IPWE, Blocktower Investments, Infinigon Group, SAFE Health App, Farma Trust, Breathometer, IGP METHANOL and SNAKT.

Wendy has authored ten widely celebrated books, garnered three Guinness World Records, and has appeared in media outlets including Oprah, NBC’s Today Show, The New York Times and Forbes. She has also been a featured keynote speaker at the United Nations, Davos and Harvard University.

Wendy sits on the Advisory Boards of Ellis Island Honors Society, Global Women in Blockchain, Social Innovation Summit, Humane Society of New York and Grey Muzzle Foundation.

Prior to WEDO, Wendy founded Animal Fair Media, Inc. the premiere pet lifestyle media platform bridging celebrity and pop culture  to support animal rescue/welfare when she learned 12 million animals were euthanized annually.

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Mr. Jeffrey Brown

Jeff is responsible for supporting development and distribution of Parametric’s investment products. Prior to joining Parametric in 2000, Jeff spent two years as a portfolio manager with Laird Norton Trust Company, where he worked closely with taxable clients to design, develop, and implement various portfolio solutions. He earned a BA in business from the University of Washington. A CFA charterholder, Jeff is a member of the CFA Society of Seattle and the Seattle Society of Financial Analysts.

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Mr. Matthew Kibble

Mr. Kibble is an experienced financial services executive across asset management and investment banking (M & A, capital markets), emerging market equities and derivatives. Matthew began his career as an accountant at Ernst and Young and spent 5 years with JPMorgan Chase in the Consumer, Healthcare and Retail Investment Banking and Institutional Asian Equities and Derivatives before launching the Latin American investment vehicle Everlight Capital. He later joined the family office private investment vehicle Cap-Meridian Ventures as a partner with a broad mandate to invest in numerous asset classes globally, mainly disruptive technologies with superior operations teams. Early stage portfolio companies included: Casper, Compass, Credible, Modern Meadow, Palantir and Peloton.

With a similar thesis but now more opportunistic (including more consumer companies) Matthew originates, structures and invests through Australy International and Kibble Holdings. The portfolio includes  Andina Acquisition Corporation II and III (SPACs), Dogiz, Dr Sniff, Kibble Pet, Kibble Pet Groom (Pet vertical), Eaton Hemp, Ilegal Mezcal, Out East Rosé (Consumer focus), Amigo Technologies, Conexus AI, Kaptyn Transportation, Mode Maison, Nantero, Sargon Capital, Triax Technologies, YouPlus and Zefun (Tech focus).

Matthew is a director of Andina Acquisition Corporation III, Eaton Hemp, Kaptyn, Kibble Pet and Sargon Capital.  He holds a Bachelor of Commerce degree, majoring in Finance and Accounting, and a Bachelor of Science degree, majoring in Biomedical Sciences, both from the University of Queensland, Australia

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Mr. Bryan Chambers

Bryan Chambers serves as the Vice President of Accelerator and Investment Fund at Capital Factory where he manages the firms venture team across the state of Texas that sources and evaluates technology startups for Capital Factory’s programs and investment. Prior to joining Capital Factory Bryan was a founding team member of Fixd Repair, a Home Warranty Insurance and Home Services company that successfully exited to ANGI Home Services in January of 2019. Bryan was also the founding director of the Blackstone LaunchPad in partnership with the University of Texas and the Blackstone Charitable Foundation. In addition to his work as an entrepreneur and venture investor, Bryan is a member of the faculty at UT Dallas where he leads experiential learning for the Institute for Innovation and Entrepreneurship.

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Ms. Desirée Patno

Named the highest-ranking woman and 4th overall Top Real Estate Influencer to Follow by Entrepreneur.com in 2017, Desirée Patno is a leader helping women establish strong economic foundations for the future. With over 26 years in real estate and championing gender equality, the CEO and President of Desirée Patno Enterprises, Inc. (DPE) and the National Association of Women in Real Estate Businesses (NAWRB) has left her mark on diverse real estate sectors, selling over 6,000 properties, providing relocation services for major Fortune 100 companies, and connecting entrepreneurs to billions of dollars in business resources

Patno is a national speaker and commentator featured at several agencies, organizations and publications including the White House; MBA’s Annual Convention & Expo and Summit on Diversity and Inclusion; CIFS Financial Services Expo; National Women’s Business Council (NWBC), a nonpartisan advisor to the President, Congress and SBA; Million Women Mentors and others

She resides on the Women Impacting Public Policy (WIPP) Leadership Advisory Council and Enterprising Women Advisory Board. In 2016, she was honored with HousingWire’s Women of Influence award and was selected the Small Business Administration’s (SBA) Women in Business Champion of the Year.

In 2012, Patno won the prestigious Enterprising Women of the Year award as well as HousingWire’s Women of Influence award for the first time. NAWRB is honored to be one of only 11 organizations listed as a Women’s Entrepreneurship Partner for the SBA.

Since 2010, NAWRB has raised awareness of diverse opportunities, supporting the Office(s) of Minority and Women Inclusion (OMWI) which is tasked with the development and implementation of workforce and supplier diversity standards for the multi-trillion dollar housing sector. NAWRB contributes greatly to the success of the Women-Owned Small Business (WOSB) Program which presently awards $19.67 billion of federal small business contracts to women-owned small businesses.
Patno is the Publisher of NAWRB Magazine—winner of the APEX Award for Publication Excellence in 2015, 2016 and 2017—and is a monthly contributor to RISMedia’s Real Estate Magazine, National Mortgage Professional Magazine and various industry publications.

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Mr. Richard Delgado

Richard Delgado is an entrepreneur, investor, and advisor who partners with early-stage companies to bring innovative ideas and technologies to market. As the Managing Director of ERA Capital Partners, Richard oversees the investment selection, capital formation, and go-to-market strategies for a portfolio of investments in the high-tech, healthcare, and energy sectors. Prior to these roles, Richard was a Global Director for American Express Global Corporate Payments where he was responsible for identifying and closing over $4.3B in new business with the company’s largest global commercial clients. During his tenure he managed new product development, data analytics consulting and international sales & marketing programs. Additionally, Richard has led diverse global finance, supply chain, manufacturing and operational consulting engagements with some of the world’s leading companies including AT&T, ExxonMobil, Ericsson, CEMEX, Owens Corning, and Celanese.

Richard is a seasoned and innovate business advisor with leadership experience in strategy, M&A, operational transformation, turnarounds/restructuring, complex commercial negotiation, and private equity transactions. Richard holds a BA in Political Science from Swarthmore College and an MBA in International Marketing from Southern Methodist University’s Cox School of Business and ESADE Business School. Richard was also a fellow in Organizational Development & Change Management at Johns Hopkins University. Richard resides in Dallas, Texas where he is active in several community and non-profit organizations.

 

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Mr. Bradley Laye

Bradley Laye is a notable non-profit professional executive having raised or led teams that have raised hundreds of millions of dollars in annual campaigns, capital campaigns and planned giving/endowments.  He retired as the President and Chief Executive Officer of the Jewish Federation of Greater Dallas in July 2019 having taken over in 2013 as one of the youngest CEO’s of a larger Federated city.  Prior to assuming that position in 2013, Bradley was the Chief Operating Officer at the Jewish Federation of Greater Dallas.

Bradley served as the Chief Philanthropy Officer at the Jewish Federation of Rhode Island where he was responsible for all financial resource development including endowment and planned giving, the annual campaign, capital and supplemental gifts.  He also worked at the Jewish Federation of Greater Atlanta as the Legacy Officer stewarding “mega gifts” in the Atlanta Jewish Community.  He began his career as a Jewish professional as the CEO of Hillel of Broward and Palm Beach, one of the youngest to ever serve as a Hillel CEO.

He is an honors graduate from Tulane University.  After college, he spent one year learning at the Conservative Yeshiva in Jerusalem.

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Mr. Josh Ungerman

Mr. Ungerman’s experience as aformer IRS Senior TrialAttorney andDepartment of Justice(DOJ)Special Assistant U.S. Attorney areinvaluable in helping clients with IRS civiltax and criminaltax controversy matters at all levels alongwithtax and estateplanning. The tax and estate matters in whichJosh is involved are typically very complex fromboth a factual and legalperspective. These matters often requirelegal and accountingskills. Josh is also a Certified Public Accountant.
Mr. Ungermanis involvedin defending Taxpayers & issues against IRS inquiries and actions. The IRS defense practicecovers Civil and CriminalExams, InvestigationsandTrials. Many of Josh’s Tax Controversy matters include an offshorecomponent.

Mr. Ungermanis often calledupon to remediate non-compliant offshorestructures and adviseonoffshore compliancerequirements.
Mr. Ungermanis selectedtomany “Best of”attorney listsbyhis peers including: Best Lawyers, D Magazine and Texas Monthly. Hewas selected to the Texas SuperLawyersTop 100 Lawyers inTexas list.

Prior to joiningthe firmin 1994, he was a civilprosecutor for the InternalRevenueService,Dallas District Counsel office. Hewas also a Special Assistant United States Attorney for the Department of JusticeinDallas duringhistime as a civil prosecutor. Prior to becoming an IRS attorneyof aspecial assistant U.S. attorney, he served asa law clerk tothe HonorableCarolynM. Parrat the United States Tax Court inWashington, D.C.
Joshis a frequentspeaker ontaxtopics including domestic and offshoreIRS exams, IRS estatetaxstrategies, tax shelter defense,recent tax legislation, IRS criminaltaxinvestigation techniques, statetax controversy issuesand IRS offshorecomplianceissues.
Mr. Ungermanwas admittedtopractice in Texas in 1990.

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Mr. Alan Davis

Alan is Board Certified in Estate Planning and Probate Law and is an American College of Trust and Estates Counsel Fellow. He maintains his CPA License. He represents clients in all phases of business planning, estate planning, and probate. Alan’s expertise is focused on designing and implementing plans to accomplish his clients’ objectives regarding the disposition of their estate, as well as taking maximum advantage of the credits and exemptions provided under the Internal Revenue Code for federal estate and gift taxes. His estate planning practice is devoted to creatively reducing the extent to which an estate is subject to estate taxes.

Alan’s business planning practice includes counseling clients with respect to establishment, operation and tax reporting requirements of their business transactions. Primary emphasis is placed on the most tax efficient manner of transferring business interests to family members while also providing second (and third) generations with the best chance of family business continuance.
Alan also counsels clients in all aspects of their charitable planning and charitable entities as to their formation and operation.
In the area of probate law, Alan represents executors in the administration and settlement of estates, in addition to preparing estate and inheritance tax returns on both the federal and state level.
Alan frequently speaks on numerous federal tax matters involving businesses, individuals, and estates.
Alan was admitted to practice in Texas in 1988.

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Mr. Tom Fishman

Tom Fishman serves as Executive Vice President of Acquisitions and Dispositions for Hillwood Investment Properties. In this role, Tom leads the team charged with the acquisitions and dispositions of industrial properties in target markets across the United States.

Since joining the firm in 2012, Tom has led the team in transactions totaling $6.9 billion of quality warehouse product throughout the United States and Canada. In addition, Tom plays a key role at Hillwood by working closely with Hillwood’s CEO and President to make strategic financing decisions.

Prior to joining Hillwood, Tom was a Partner at Cobalt Capital Partners, which was acquired by Colony Capital in 2013. At Cobalt, he oversaw acquisitions, dispositions and financing for the private equity firm specializing in industrial real estate.  Tom started his real estate career at Trammell Crow Company.

Over the past 18 years, he has acquired 53 million square feet with over 118 separate transactions involving major institutions and private investors, the value of which exceeds $2.3 billion. His disposition experience includes the leadership of $4.3 billion in sales encompassing 55.8 million square feet. Additionally, Tom has led the financing efforts of $2.6 billion, involving major life insurance companies and banks. Seasoned in the industry, his real estate expertise also includes asset management and accounting.

Tom has a Bachelor of Accountancy from Ole Miss and he is an active Texas real estate broker. Tom served in the U.S. Army National Guard for six years.

 

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