Our focus is to intelligently connect the Capital Markets. At a high level the capital markets connects entities in every area of the global economy. These connections are how countries borrow capital to invest in infrastructure, how companies raise money for expansion and how individuals save for major life events.
As the industry has evolved and new regulation and legislation has been introduced, cracks have emerged in the existing infrastructure that connects the capital markets. The business model of research distributing brokerages and independent research providers was forced to adapt. An unintended consequence was a major drop in the universe of topics covered by research and the amount of analysis available across asset classes, regions and products.
This reduction in analysis, and increased information asymmetry is making it harder for worthy organizations – whether country or company – to share their story, get the attention of relevant investors, and raise capital. This also limits the number of investment opportunities available to investors, crowding into the remaining opportunities and reducing returns in a tangible way.
Companies can’t raise capital, countries can’t invest in the infrastructure of tomorrow, and people have less economic freedom as their investments yield a lower return – the standard of living globally is diminished.
We are here to reverse that trend by leveraging cutting edge technology to innovate on the distribution, discovery and consumption of market moving information.
8VC invests in visionary entrepreneurs and top technology teams that seek to transform the most important global industries by solving hard problems with technology solutions. 8VC believes in emerging platforms that will replace the decades old technology infrastructure behind many industries, including; finance, government, industrial tech, education, consumer, business processes, energy and healthcare. They leverage deep and distributed networks to provide the market knowledge, deployment expertise, sales channels, and relationships needed to expand and thrive.
iNovia is an early stage venture capital firm that invests in category-defining technology startups. Epic companies are forged by exceptionally qualified founders; iNovia supports these remarkable individuals with custom playbooks for attracting talent and scaling efficiently. Together we perfect the craft of building digital platforms and services that transform old industries and push technology frontiers. iNovia manages $500M across three funds and invests across Canada and the United States.
Point72 Ventures is the early-stage venture capital strategy funded exclusively by Steve Cohen and eligible employees of Point72 Asset Management. We invest in founders catalyzing the changes we see in the global economy.
Palm Drive Capital is a New York-based venture capital and growth equity firm with the belief that founders are unique, but the passion for innovation binds us together. That is why Palm Drive has partnered with entrepreneurs globally who have created technology firms with one trillion in combined market capitalization. Together, we help the next generation of entrepreneurs build great companies.
Portag3 Ventures is an early-stage investor dedicated to backing innovating financial services companies working to benefit all consumers. Exclusively sponsored by Power Financial Corporation, IGM Financial Inc. and Great West-Lifeco Inc., Portag3 gives new ideas a unique environment to grow. Portag3 makes longer-term commitments, and combined with its industry intelligence is an ideal partner for the ambitious and creative entrepreneur.
Social Leverage is a partnership that invests in exceptional entrepreneurs in the technology space. Social Leverage partners with promising companies, bringing entrepreneurial expertise, relationships, and marketing experience. Companies benefit from hands on involvement in all stages of development. More pointedly, Social Leverage is about leveraging the extensive network of industry relationships and expertise to help grow great companies and build great products.
Drew Oetting is on the Board of Directors of Street Contxt and a founding Board Director of Affinity Technologies, a stealth enterprise software company. Previously Drew served as chief of staff to Joe Lonsdale (Formation 8 Founding Partner). Drew serves as an Adviser to LivingOnOne, a non-profit impact production studio and WeAreThorn, a NGO which leverages technology to eliminate child trafficking. Drew graduated with degrees in Mathematics and Economics from Claremont McKenna College. He was a Robert Day Scholar, two-time Bill Gates Investment Asset Management Fellow, CEO of the Student Investment Fund and served on the Board of Trustees.
Howard Lindzon is co-founder and CEO of StockTwits – a social network for traders and investors to share real-time ideas and information. StockTwits was recently named “one of the top 10 most innovative companies in web” by FastCompany and one of the “50 best websites” by Time magazine. Mr. Lindzon has more than 20 years experience in the financial community acting in both an entrepreneurial and investing capacity. With a unique vision for starting and successfully managing innovative companies, he is the Managing Partner of Social Leverage, a holding company that invests in early stage web businesses. Howard continues to manage a hedge fund he started in 1998.
Joe Lonsdale is a founding partner at 8VC, a San Francisco-based venture capital fund. He serves on several boards including Addepar, OpenGov, Affinity, Illumio, Radius, Hyperloop-One and Wish. Joe is a co-founder of Palantir, a multi-billion dollar global software company best known for its work in defense and finance. Most recently, he was a founding partner at Formation 8, the precursor fund to 8VC, which manages over 1.5 billion USD and is one of the top performing private funds. Before that, he founded Addepar, a leading wealth management technology platform, and OpenGov. Previously, Joe was an early executive at Peter Thiel’s Clarium Capital, grew into a large global macro hedge fund. He also worked with the financial arm of PayPal while he was at Stanford. Joe received a B.S. in Computer Science from Stanford in 2003. He often lectures and writes on entrepreneurship and technology.
Jay Mandelbaum is an advisor to private growth and early-stage companies. He has over 25 years of operating experience in financial services, most recently as an Executive Vice President and member of the Operating Committee at JP Morgan Chase & Co. where he was responsible for corporate strategy, marketing and all the bank’s mobile and digital activities. Jay also previously served as CEO of the Private Client Division at Smith Barney, as well as a Vice Chairman of Salomon Smith Barney and member of Citigroup’s Management Committee. He began his career as a management consultant at McKinsey & Company. Jay received his bachelor’s degree from the Woodrow Wilson School at Princeton University and his MBA from Harvard Business School.
Raymond M. Tierney III is based in New York and formerly oversaw Bloomberg’s agency broker, Bloomberg Tradebook LLC. and all aspects of Bloomberg’s sell-side equity and order management solutions (SSEOMS), including product innovation, new product sales, and business strategy through Q1 2017. In 2016, Mr. Tierney led Institutional Investors Annual Trading Technology 40 ranking, coming in at #1 on the list, recognizing his achievements leading global teams to advance trading technology at Bloomberg. In March of 2017, he was awarded the Ken Heath award by the Securities Trader Association, recognizing him for his notable contributions to the advancement of women in finance.
From 2010 to 2014, Mr. Tierney served as Chief Executive Officer and President of Bloomberg Tradebook LLC. The agency broker partners with institutional traders, broker-dealers, hedge fund managers, plan sponsors, market makers and portfolio managers to provide high-quality liquidity, market insight, and customized solutions based on innovative technologies. Over much of that time, he grew revenues, market share, and clients across asset classes. In January of 2015, he assumed the role and responsibility as Global Head of the TRADING SOLUTIONS business of Bloomberg, which serves both the buyside and sellside OMS needs across Fixed Income and Equities, growing the business by 8% annually thru the end of 2016.
Prior to joining Bloomberg, Mr. Tierney was at Morgan Stanley for 17 years, starting in 1994 as an Executive Director and Senior Sales Trader in NA. He was elected a Managing Director in 1998 and named Head of North America Cash Sales Trading in 2004. In 2006, Mr. Tierney was named Global Head of Equity Trading for Morgan Stanley Investment Management, responsible for leading MSIM’s worldwide trading efforts. He started his Wall Street career as an Equity Trader at Paine Webber (1981–1986), served as a Vice President at First Boston (1986–1991), and was a Vice President and Sales Trader at UBS Warburg (1991–1994).
Mr. Tierney received a Bachelor of Arts degree from Villanova University. He currently serves on the boards of Ronald McDonald House, Villanova University’s President’s Leadership Council and is chair of the National Organization of Investment Professionals (NOIP), which is a non-profit association of investment professionals, who have a common objective of fostering a favourable regulatory environment for institutional participation in the securities market with fair and open markets for all participants.
Hans W. Kertess has substantial executive experience in the investment management industry. He has significant expertise in the investment banking industry. He serves as the Chairman of various portfolios in PIMCO Fund Complex. He serves as the Chairman of PCM Fund Inc. and AGIC Equity & Convertible Income Fund. He serves as the Chairman of various AGIC Equity Funds. He has been the Chairman of NFJ Dividend, Interest & Premium Strategy Fund since February 2005, AGIC International & Premium Strategy Fund since April 2005; AGIC Convertible & Income Fund and AGIC Convertible & Income Fund II since January 1, 2007. Mr. Kertess has been the Chairman of PIMCO Strategic Global Government Fund Inc. since June 2008.
Drew Oetting focuses primarily on enterprise and consumer software investments at 8VC. He is a founding Board Director of Affinity Technologies, a stealth enterprise software company. Previously Drew served as chief of staff to Joe Lonsdale (Formation 8 Founding Partner). Drew serves as an Adviser to LivingOnOne, a non-profit impact production studio and WeAreThorn, a NGO which leverages technology to eliminate child trafficking. Drew graduated with degrees in Mathematics and Economics from Claremont McKenna College.
He was a Robert Day Scholar, two-time Bill Gates Investment Asset Management Fellow, CEO of the Student Investment Fund and served on the Board of Trustees. In college he played varsity golf and sang in a professional a capella group. Drew is originally from Iowa City, Iowa and enjoys tennis, golf, basketball, snowboarding, philosophy.
James Stickland joined Red Deer from HSBC where he was Investment Director for the Corporate Venture Fund. He was tasked with delivering Strategic Investments and bringing to life globally new technology and business services. While James focussed on enterprise technology: (cloud, mobile, social, data and security), he also drove business strategy and investments for retail bank, private bank and markets/trading. James has worked with the global venture capital, large cap technology business development and financial strategy communities, having spent 4 years at JP Morgan working for the Global Chief Information Officer, delivering global corporate investment and retail bank technology strategy.
James began his career working for Motorola and spent a further 15 years working at IBM and Cisco: operations, sales and business strategy functions and has a proven track record of building, adopting and delivering technology which scales to the enterprise.
Dr. Richard Reiner is a serial entrepreneur, investor, and advisor to high-growth technology companies. He has served on the Boards and Advisory Boards of many leading IT security, cloud, and mobile companies such as PasswordBox, Elliptic Technologies, Virima, CloudeAssurance, Veracode, NetClarity, Virima, and Fonolo. Dr. Reiner is currently President of PasswordBox Inc., the leading digital identity company. Dr. Reiner is also Founding Partner at CC Stratus, an investment firm focused on funding international expansion for high-tech companies, as well as an active angel investor. He was previously Chairman & CEO of Enomaly, a global leader in cloud computing & security, culminating in Enomaly’s acquisition by Virtustream in 2011.
Prior to Enomaly, Dr. Reiner was the founder, CEO, and CTO of Assurent Secure Technologies, an IT Security SaaS company acquired in 2006 by TELUS. He is often quoted by the press in media such as the New York Times, CBS, NBC, USA Today, and CIO. He holds a Ph.D. and numerous patents in the fields of software and cloud computing security.
P. Howard Edelstein has served as Chairman of REDI since February 2014. Previously, Howard was Chairman and CEO of BondDesk Group, a leading electronic bond trading venue for retail investors that was acquired by TradeWeb in October 2013. Before that, he led a turnaround of NYFIX following its delisting by NASDAQ, ultimately resulting in the sale of the company to NYSE Euronext in 2009. Earlier, Howard was President and CEO of Radianz, which he helped grow into a leading market infrastructure provider that is now part of BT Group. In the late 1990s, as CEO of Thomson Financial ESG, Howard oversaw the creation of the first competitive market for U.S. trade confirmation services before merging the company with the Depository Trust and Clearing Corp (DTCC) to form Omgeo.
In addition to REDI, Howard currently serves on the Boards of Alacra and AcadiaSoft. He is a strategic advisor to Algomi as well as an equity investor. A graduate of the City University of New York, Howard holds a Master of Science degree in Electrical Engineering/Information Sciences from Stanford University.
Ms. Ali Hackett is the Global Head of Sales and Relationship Management at the global clearing house, LCH.Clearnet Group, where she is responsible for maximising the value, reach and range of the Group’s existing customer relationships while pursuing new member and client business opportunities. Ms. Hackett has a formidable track record in sales with a global remit. She was the FIRST woman global head of Prime Finance in the marketplace. She worked in partnership with a co-head and was noted for hiring a diverse group of managers while building the fastest growing prime brokerage in both market share and profitability under her tenure. Most recently, she served as an industry advisor with Formation 8, helping portfolio companies to develop successful client partnerships.
Prior to this, Ms. Hackett was Senior Managing Director, Global Client Development and Sales at CME Group. In this role, she was responsible for leading the company’s global sales force and for the development, execution and management of the company’s global sales strategy across all asset classes. Previously, she spent nearly 20 years at Citi, serving in positions of increasing responsibility culminating with Managing Director and Co-Head of Global Prime Finance. Ms. Hackett led and developed several initiatives for diversity for Citibank fixed income that included mentorship programs for women, African-Americans, and the LGBT community all while building the global futures franchise. She began her career as a trader for Prudential Bache Securities and has also held sales roles at Shearson Lehman, Drexel Burnham Lambert and Citibank N.A.
Her interests in charities are those focused on children and she has been a global board member of Hedge Funds Cares/Help For Children since 2007. She is also on the board of the nonprofit Photo Safe, an organization that takes photos of children in foster care and retains them in a digitally safe place.
Doug Steiner has been a financial services strategy and operational consultant for 6 years. Prior to that Doug founded and grew a number of companies, including Integrated Analytics Inc., (now ITG Group), Visible Decisions, VERSUS Technologies, E*TRADE Canada, CBID Markets, Venturion Group, Perimeter Financial, BEworks, and Finmaven. Each of these businesses has focused on technology implementation for information delivery, display and transaction optimization.
Gerald (Gerry) Throop has had an extensive career in the Institutional Equities and Investment Banking industry. Most recently he served as Executive Vice President and Head of Global Equities for National Bank Financial Group where he was responsible for all aspects of the bank’s equity research and secondary trading as well as primary distribution of equity securities for clients. Prior to joining National, Gerry was President of independent investment dealer Blackmont Capital Inc. His earlier experience in the capital markets sector included the role of Executive Vice President, Managing Director and Head of Equities for Merrill Lynch Canada (previously Midland Walwyn), as well as Partner and Head of Communications and Media Investment Banking at Gordon Capital Corporation.
Prior to joining the financial services industry, Gerry served as the CFO of two public telecommunications companies, and as a co-founder of the strategy consulting firm Monitor Company Canada. He has served on number of public company boards including the Toronto Stock Exchange and Workbrain Corporation, and is a past director of the CAMH Foundation. Gerry is a CA and holds an MBA from Harvard University, as well as a B Math from the University of Waterloo.
Todd Albright joined Merrill Corporation in April 2015 as chief revenue officer, leading global sales for the company—an organization with nearly 350 professionals spanning every major international market. In February 2016, he was named general manager of the Americas, adding operational responsibility for the company’s largest theatre. Prior to joining Merrill, Albright led a number of complex sales organizations with direct experience in several of Merrill’s core markets, most recently as senior vice president of sales for FIS Global, where he led a team of revenue professionals across North, Central and South America.
He also held positions as senior vice president and head of sales and marketing for ACTIV Financial Systems and vice president and head of global financial services accounts for Synchronoss (formally IntraLinks), a SaaS provider of secure, compliant and auditable content management and mobility solutions. He holds a BA from Duke University and an AAS in International Economics from Friedrich-Alexander Universitat Erlangen-Nurnberg. Albright also has completed executive education coursework at Harvard Business School.
Louis Ng has been a consultant and entrepreneur focused on strategy, organizational behavior and operating workflow for consumer facing financial institutions and retailers. His background includes turnaround and restructuring consulting at Deloitte. He has acted in executive positions with a number of startups including Resonance Photonics, Perimeter Financial Corp. Finmaven, and BEworks Inc.
Robert Antoniades co-founded Information VP in 2014 as a spin-out of RBC Venture Partners from Royal Bank of Canada. Robert joined RBC Venture Partners as a Managing Director in 2004 and led direct investments in a broad range of software and technology companies in enterprise software and fin tech. Robert also used his expertise in venture capital to assist in the development and commercialization of emerging technologies developed within RBC. Prior to RBC, Robert was a Vice President at BMO Nesbitt Burns Equity Partners and Executive Director of CIBC Capital Partners’ Silicon Valley office in Menlo Park. Robert currently serves on the Boards of Infobright Software, Adaptive Insights, Brickstream and Igloo Software.
Prior boards include Verafin, Varicent (acquired by IBM) and ITM Software (acquired by BMC) and Placemark (acquired by Envestnet). Additionally, Robert is the Past Chair of the Distress Centres of Toronto, current Chair of Flemingdon Neighbourhood Services and Chair and co-founder of the Upside Foundation of Canada. Robert has a broad base of transaction and industry experience as a capital markets professional including Equity Research, Institutional Sales & Trading, Mergers & Acquisitions, and Private Equity. Robert has a BBA from Wilfrid Laurier University and is a Chartered Financial Analyst, a Fellow of the Canadian Securities Institute and a Certified Investment Manager.
Josh Burwick’s primary responsibilities involve strategic consulting, financial analysis/valuation, and business development for portfolio companies. From 1998-2002 Josh worked at Goldman Sachs in the technology sector for the Investment Research and Institutional Research Sales departments. In 2002, Josh made the move to the buy side joining Moore Capital to help run a technology portfolio. At the portfolio’s peak, Josh managed a $1 billion long/short technology portfolio. Josh also managed technology portfolios at Pia Capital and Glg Partners. In 2013, Josh and Andy Brown (former CTO of BaML and UBS) formed Sand Hill East Ventures to invest and advise early stage technology companies they believed would be transformational.
Key areas of focus include: FinTech, mobile, enterprise software, and information security. Sand Hill East has invested and/or advised upward of 20 companies since inception. Josh graduated Phi Beta Kappa, Magna Cum Laude with a Finance degree and minor in East Asian Studies from Lehigh University.
Learn more about how client coverage and prospecting is evolving in Capital Markets.