Mr. Jason Ma

Jason Ma is an influential G20 business and education leader. Ma is a preeminent next-generation leaders’ success coach/mentor and elite U.S. university admissions consultant, C-suite/boardroom strategic advisor and global rainmaker, acclaimed author, and sought-after speaker and masterclass leader.

As a leading member of The B20 with The G20 (representing 85% of the global nominal GDP of nearly US$90 trillion and 66% of 7.4 billion people), Jason Ma serves on the foremost Employment and Education Task Force (through the G20 and B20 presidencies of Australia, Turkey, China, Germany, and currently Argentina). As the private sector’s voice of the G20, the B20’s policy recommendations to the G20 governments capture the attention of the Presidents/Prime Ministers and their Cabinet Secretaries/Ministers. Ma pays particular attention to the future of work, talent, and education, the impact of AI and technologies, and digital transformation.

Jason Ma is Founder, CEO and Chief Mentor of ThreeEQ Inc., a foremost global business, next-generation leadership career, and elite U.S. college admissions success advisory firm for select global companies and high-net-worth families. He is a DC Finance Steering Committee member and NYTimes Higher Ed Leaders Forum delegate. He is a former APEC CEO Summit delegate, Pacific Basin Economic Council member, Thiel Fellowship mentor, Kairos Society mentor, and Forbes Global CEO Conference delegate for 8 years.

Ma is also the acclaimed author of Young Leaders 3.0: Stories, Insights, and Tips for Next-Generation Leaders. He is a renowned Forbes contributor on next-generation leadership and entrepreneurship, innovative higher education, mentorship, and elite U.S. college admissions (2011-16, over 1 million views). His work has been featured in various top media, including CNBC Asia (Managing Asia and Squawk Box), Business Rockstars, Fast Company, Channel NewsAsia, and others.

Jason Ma earned a Bachelor of Science in Industrial Engineering and Operations Research at UC Berkeley. He and his wife are joyful parents of two happy, high-achieving daughters. In the Ma family (playfully, the “MAfia”), Ma values unconditional love, humor, and high standards on what matters.

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Ms. Samira Salman

Samira Salman is the COO of a single family office based in Lancaster, PA; sits on the finance committee of the family’s charitable foundation, and is the founder of an advisory firm that works with family offices and high net worth individuals to make direct investments into private companies. Additionally, Samira speaks globally on direct investments and fundraising and is a professor at LSU Law School teaching a course she developed entitled Building Your Business and Your Brand. She is a former corporate tax attorney, was in-house counsel at Shell Oil Company, and was the vice chair of the American Bar Association Energy and Environmental Taxes committee. She grew up in the Middle East and Europe, graduated from boarding school in Switzerland, and has a BS and JD from LSU and an LL.M. in Taxation from University of Houston. She splits her time between New York and the Gulf Coast and travels globally for work.

 

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Ms. Katherine Fernandez Rundle

Katherine Fernandez Rundle is Miami-Dade County’s and Florida’s first Cuban-American State Attorney, having been re-elected seven times since 1993. She leads the fourth largest district attorney’s office in the nation with over 1,200 employees.

She received her Bachelor’s Degree from the University of Miami and both her Masters degree in Criminology and law degree from the University of Cambridge Law School in England.

Kathy is often considered a prosecutorial innovator for her many ground-breaking accomplishments including Florida’s first domestic violence unit, misdemeanor domestic violence court, Dade’s nationally recognized “Drug Court” program, protecting the rights of children with her strict child support enforcement program, bringing to the community services and crime prevention assistance via her Community Outreach Division and her efforts to pioneer the fight against the sex trafficking of our children. Her Human Trafficking Task Force is a cooperative multi-agency law enforcement effort to arrest and prosecute those individuals who prey on our kids while finding ways to save and rehabilitate those children and youth who have been victimized.

She believes in sharing her time, influence, and resources with her community that she is passionate about. She is a founding member and Vice-President of Women of Tomorrow and is also very active in important organizations such as Amigos for Kids, 5000 Role Models, Mothers Against Drunk Driving (MADD), and numerous others. She is an appointee on the Statewide Human Trafficking Council, the American Bar Association’s Criminal Justice Council, and is a member of Prosecutors Against Gun Violence, the national group formed to address the issue of gun violence in the United States.

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Ms. Liana Krupp

Liana Krupp is President and Trustee of the Krupp Family Foundation, which focuses its grant program on food justice, the arts and Jewish causes in the Boston area. She is deeply involved in the Foundation’s strategic work and is a patron of the arts nationally and internationally. In her work, Liana finds new ways of connecting racial and economic equity as well as broadening racial and gender representation in the organizations she is involved with. Her work with The Guild has helped build a stronger understanding of the importance of place, healing, and racial power structures that often get in the way of successful work. It has empowered her to step beyond the traditional role of a grant maker, to become an active ally, advocate and adviser to the partners the Foundation supports.

 

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Ms. Jhana Senxian

Jhana Senxian, a Harvard-trained social anthropologist, is the Founder and CEO of The Guild — a powerful model of public/private partnership and a transformational urban sanctuary network & new business ecosystem. Founded in 2012, The Guild is a direct action network of intergenerational, POC residents and their committed, cross-sector allies and partners. The Guild network is comprised of resident-led nonprofit and for-profit initiatives and entities focused on racial equity, healing, art, culture, stewardship, and development. With an established record of innovative collaborations and policy impact, the Guild is leading a fresh model of resident-led and controlled asset and opportunity creation.

 

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Ms. Katherine Hill Ritchie

Ms. Hill Ritchie has worked internally for several international single family offices and also as an external advisor to several prominent family offices and companies through her firm, Private Capital Investments. Her current roles include being a Director for Nottingham Spirk, and Strategic Advisor to Simon Group Holdings, and her past roles include Eden Capital, and as CEO of PEX Global. She spent 7 years in Switzerland where she was a Managing Director at Palladio Alternative Research and Senior Analyst and Investment Committee member for the Saad family office’s $3.5 billion investment portfolio. She was a Director for Wedge Alternatives, and also Hedgefund.net.

Katherine received her MBA from Fordham University and her BS in Psychology from University of Maryland. Her Board member activities: Co-Chair of Global Advisory Board of The Guild, Head of the ACG Family Office Committee, Family Office Advisory Board of TriState Capital, the Philanthropy and Education Committees of 100 Women in Finance, Fordham MBA Overseers Board, All Special Kids, Lighthouse Organization and Cancer101.

 

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Mr. Sandro Salsano

Sandro Salsano is an Italian self-made entrepreneur, businessman, investor and philanthropist.

Born in Lecco, Italy on September 25 1979, he grew up in Campania, Italy where he played basketball until he decided to move to Milan to study at Bocconi University.

His mother was a teacher and his father worked for the national railway company.

Sandro graduated from Bocconi University Milan with full honors with an MBA program from the University of San Diego California, he also studied at Harvard Business SchoolINCAEPrinceton and Oxford University.

He is President and Chairman of Salsano Group, Chairman of Salsano Family Office and Chairman of the Board of Trustees of Salsano Shahani Foundation.

He is a serial entrepreneur, in his early career he started or was a partner of several companies including an investment bank which sold a stake to Goldman Sachs, a factoring company, a UK Fca regulated hedge fund, a real estate company. He started investing in distressed real estate and technology from a very early age.

Sandro has been honoured by the World Economic Forum as a Young Global Leader (YGL). This honor is bestowed by the World Economic Forum each year to recognize the most distinguished and inspiring leaders under the age of 40. Selection Committee is headed by Her Majesty Queen Rania of Jordan. Past Young Global Leaders from around the world include Mark Zuckerberg, Founder & CEO of Facebook Inc, Larry Page, Co-Founder & CEO, Google; Sergey Brin, Co-Founder/President, Google, Elon Musk, Chairman, Tesla Motors, Leonardo Di Caprio, actor, Jack Ma, founder Alibaba

Sandro is also part of The Milken Institute Young Leaders Circle and he is a YPO.

He is often featured on several medias like CNBCFinancial TimesBloombergForbesCNN.

He is a donor among others of the Elton John FoundationLeonardo Di Caprio FoundationAmfarOlga Sinclair FoundationClinton FoundationOfrece un HogarAspen InstituteProstate Cancer Foundation.

He set up Salsano Shahani Foundation with his wife Johanna Shahani to improve kids’ education in Central and Latin America.

Sandro is the Chairman for Panama of Global Dignity, a non-profit organization founded by H.H. Haakon, Crown Prince of Norway as well as he is part of the Academy of The Global Teacher Prize, founded by the Varkey Foundation, donating 1m usd a year to the best teacher in the world.

Sandro sits on the board of different companies as both a shareholder and as an advisor. He is also on the Steering Committee of 1640society, often referred as the Davos of the Hamptons, together with the Getty, Firestone, Kettering, Pitcairn, Bush, Kennedy & Forstmann families.

 

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Mr. Clifford H. Friedman

Clifford H. Friedman has filled roles ranging from Chairman, CEO, Founder, Board Member, Lead Investor, in addition to serving in various senior executive operational roles. Demonstrated history of just under 40 years of private equity, venture capital, investment management, financial, and various senior operational roles with a focus on Media, Communications, Technology and FinTech. Served on over 30 private and public corporate Boards, raised capital and, supported strategic negotiations in a variety of countries globally ranging from United States, UK, Italy, Spain, Japan, Sweden, Germany, France, Brazil, Mexico and 7 GCC (Gulf Cooperation Counsel) countries. Skilled in value creation through a systematic process of working with management teams, board members, customers, creating and negotiating strategic partnerships globally to drive revenue and profitability that positions companies for successful liquidity events for all stakeholders.

Friedman (2014 to Present) is a Managing Director and Member of the Management Committee of Raptor Group Holdings. Raptor Group Holdings is a private investment company backed by the Family Office of Jim Pallotta. Jim, former Vice Chairman of Tudor Investments, is a world class and, highly successful professional investor for over 30 years. Raptor creates, builds, and invests in companies that are transformational and results in generating wealth for its portfolio company employees, and shareholders. Raptors culture is relentlessly entrepreneurial, opportunistic, flexible, and nimble; which make up the firms core DNA and manifest across every aspect of our business.

Friedman currently is the Chairman of Potamus Holdings LLC, ShareNett LLC, Board Member of Phase Capital LLC, DriveWealth Inc., Liquid Markets Group Inc., and Investment Committee member of Raptor ACRE. Additionally, also serves on the Board of FFE Intellectual Property, Verance Corp., and Cold Spring Ventures. Highbridge Principle Strategies, Constellation Growth Capital (1997 to 2014): Friedman was Managing Director and Founding Partner, responsible for Partnership investment activities. Mr. Friedman brought 40 years of private equity, venture capital, investment, financial, technical and media expertise to the Fund. Mr. Friedman has served as a director, chairman of, and/or advisor to the following companies: Hibernia Networks, Widevine Technology, Savvis Communications, Net Insight AB, College Sports Television (CSTV), TVONE, Capital IQ, Active Health Management, The Street.com, Network 24, Origin Digital, Vivid Logic, TV Azteca (Mexico’s second largest broadcast network), Netscape and InterTrust. He also supported Highbridge Principal Strategies media based investments which includes; Digital Cinema Implementation Partners (DCIP).

From January 1996 – August 1997, Mr. Friedman served as a Senior Vice President of Universal Studios where he was responsible for the creation and development of the Studio’s New Media Group. Mr. Friedman’s responsibilities at Universal Studios included working with all of Universal’s divisions to develop, execute and create investments, acquisitions, strategic alliances, multimedia applications, international expansion and other new business opportunities. From February 1995 – January 1996, Mr. Friedman served as Vice President–Strategic Development at NBC, where his responsibilities involved leveraging existing franchises to create new business opportunities. While at NBC, he helped to form the joint venture between NBC and Microsoft (MSNBC) and formulated NBC’s Latin American strategy. From 1990 – January 1995, Mr. Friedman was a Senior Managing Director in the Media and Technology Group at Bear Stearns. During this period he was ranked an “All American Analyst” by the Institutional Investor Magazine poll of Wall Street institutional clients. While at Bear Stearns, he published “New Age Media–The Merging of Media, Communications, Computing and Consumer Electronics” in 1993 and a follow-on publication, “New Age Media II,” in 1994. During this period, Mr. Friedman also led Bear Stearns’ efforts to raise $225,000,000 to launch the New Age Media Fund, Inc. and helped advise several major media and technology companies. Concurrent with his time spent at Bear Stearns in the early 1990’s, Mr. Friedman launched a selffunded, private venture capital and consulting company in 1992 called Cold Spring Ventures. Investments included early stage, seed investments in Netscape Communications, InterTrust Technologies, Scoop, FFE Intellectual Property-AS Roma, Volta Industries, PingThings, DriveWealth, Revolt TV and Media, Verance, Potamus, Phase, ShareNett Holdings, Liquid Markets Group, Templum, Fusion Telecom.

From 1985 – 1990, Mr. Friedman was a Senior Securities Analyst in the High Technology Group at Cyrus J. Lawrence Inc. From 1981 – 1985 he was a Senior Engineer at Hazeltine Corporation’s Wheeler Research Laboratory where he was involved in the analysis, design, and fabrication and testing of advanced communications systems, designed simulation software and developed new business areas. Mr. Friedman earned a Bachelor of Science in Electrical Engineering and Computer Science from NYU Tandon School of Engineering (Polytechnic University), a Masters of Science in Electrophysics from NYU Tandon School of Engineering (Polytechnic University) and a Masters of Business Administration in Finance and Investments from Adelphi University. He has been awarded two patents in the field of communications and has been published in various international technical and financial journals. He is also a co-inventor of a patent pending: Systems and Methods for trading, clearing, and settling securities transactions using blockchain technology. Additionally, he also taught several Undergraduate and Graduate Engineering classes as an Adjunct Professor at SUNY Stony Brook.

Mr. Friedman is a Director/Member of the International Academy of Television Arts & Sciences. Board of Trustees-North Shore Long Island Jewish Health System (He is on Board of Trustee’s for Huntington Hospital, chairman of the Private Equity sub-committee and member of the Investment Committee on the Northwell Health System (formerly North Shore/LIJ). He is also the  recipient of the 2002 Ellis Island Medal of Honor, and holds a Series 7, Series 63, and Series 82 set of securities licenses with Morningside Securities LLC (a subsidiary of ShareNett Holdings, LLC)

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Mr. Jason M. Cain

EXPERIENCE

Jason has advised wealthy families on tax minimization, wealth preservation, and wealth management administration for more than 25 years. He is dedicated to demystifying the complexities of integrated wealth management for multi-generational families, and simplifying the wealth management process in order to preserve, protect and pass on their wealth and family values.

Jason began his career as a tax and estate planning attorney representing families in the strategic design, implementation, and administration of complex structures to manage generational wealth. He left private practice to design and manage a single family office for a Forbes 400 family, then transitioned to building out integrated wealth management services for multi-family office clients at a private bank and a family wealth advisory firm.

EDUCATION

LL.M., Taxation, DePaul University

J.D., Widener University

B.S., Illinois State University

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Ms. Lori Myers

EXPERIENCE

Lori is the Office Tax Managing Principal for the West Palm Beach office. She has more than 20 years of public accounting tax experience, concentrating her practice extensively on closely-held businesses and their owners, high net worth individuals, complex multi-generational families, trust and estate planning and private and operating foundations.

Lori serves clients in various industries including real estate, family office, manufacturing and distribution, health care providers, law firms, professional athletes, high net worth individuals and nonprofit organizations. She works closely with her client’s team of attorneys and financial advisors to provide strategic tax designs.

Lori has participated in various roundtable discussion groups with numerous trust and financial institutions and has been quoted and recognized in local newspapers and magazines.

PROFESSIONAL AFFILIATIONS

Advisors for Philanthropic Impact, Treasurer

East Coast Estate Planning Council

Florida Bar, Real Estate Property section member

Jewish Women’s Foundation, Trustee

Palm Beach County Estate Planning Council

Palm Beach Tax Institute, Past President

EDUCATION

B.S., Accounting and Economics, Babson College, Wellesley, MAJ.D., Nova Southeastern University, Fort Lauderdale, FL

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