Corporate Investment Experts 2025

Jake Geiger has expertise in financial modeling, investment evaluation, and strategy. With a background working in family offices, private equity, and his own company, he has a proven track record of leading teams to assess international business opportunities and drive growth. Jake specializes in business valuation, financial analysis, and strategic development. He is available to provide expert insights on family offices, strategy/management, and alternative investments.

Iris Duan is a dynamic venture partner and operational leader specializing in early-stage investments, decentralized technologies, and sustainable innovation across international markets. As a Venture Partner at a $50M+ AUM VC firm, she successfully chaired weekly investment committees, managed cross-border deals, and fully returned Fund 1 with a 2.4x MOIC. Her investment focus includes renewable energy, cloud computing, medtech, and Machine Learning. Concurrently, as COO and Co-founder of Immutable Labs, Iris drove the creation of an operating model generating $25M in revenue, leading the integration of advanced packaged technology across edge computing, FLLMs, secured oracles, and explainable AI, delivering significant compute and cash reductions. Fluent in English and Mandarin, Iris leverages a global perspective from her experience in Zurich, Beijing, and Milan, blending deep financial acumen (BBA in Finance, Minor in Economics from Emory University) with practical, high-growth startup leadership. Her expertise lies in translating complex client needs into tangible business requirements, orchestrating R&D, and building robust client bases that support hybrid cloud and idle computing solutions. Iris is a two-time TEDx speaker and a passionate advocate for social enterprise, having led non-profit consulting teams focused on strategic PR and market research for diverse international clients.

Portfolio manager with significant experience in asset allocation, investment strategy, securities research, manager due diligence, and economic analysis, and the Chartered Financial Analyst (CFA) designation and an MBA from Columbia University. Manage two separate accounts strategies of individual common stocks at SEIA that outperformed their benchmarks, plus manage portfolios of investment grade bonds in customized accounts. Write commentary for firm's website and provide quotes in the media.Oversaw the $28 billion platform of Goldman Sachs Personal Financial Management as Vice President, Investment Oversight to identify risks to clients and the firm, evaluating individual holdings and testing for client suitability. Earlier, managed custom separate accounts of individual investment grade bonds and stocks, performing fundamental research on individual securities.Delivered an annualized performance advantage of more than 10 percentage points managing dozens of modeled strategies totaling $14 billion in assets as Director of Investments at Genworth Financial Asset Management. Created hundreds of custom portfolios with an average portfolio size of $130 million as Director, Investment Management & Guidance at Merrill Lynch in New York in Merrill Lynch's Institutional Consulting Group, a unit overseeing $350 billion in assets. Led asset allocation team of six quantitative analysts.Authored over 1,000 original thought pieces on economics in the media for 10 years at TheStreet and Seeking Alpha.Began career managing portfolios of investment grade bonds and high-quality stocks in 1989 at Oppenheimer & Co. in New York, performing credit analysis and fundamental equity research.Utilize FactSet and Bloomberg to obtain and analyze data on individual securities, markets, and economic variables, as well as BlackRock Aladdin, MSCI Barra, and Morningstar Direct to construct portfolios and evaluate investment managers. Use Monte Carlo simulation, scenario analyses, stress tests, factor models, attribution analysis, and VaR analysis to assess risk.Signature Estate & Investment Advisors, LLC (SEIA) is an SEC-registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Securities offered through Signature Estate Securities, Inc. member FINRA/SIPC. Investment advisory services offered through SEIA, LLC, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323. For additional information visit our website https://www.seia.com/legal-disclaimer/

Homrich Berg is a national independent wealth management firm based in Atlanta that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients.

I’m a bit of an oxymoron: a “numbers person” with a passion for people. Born and raised in the United States, after completing undergraduate and graduate degrees in Economics and Finance, my love of culture and new experiences led me to London to pursue a career in investment banking with a particular interest in the Consumer and Technology sectors. I love to connect with like-minded professionals throughout the financial services industry and more broadly. Please do not hesitate to reach out.

Real estate investing industry expert and digital strategist.Investing | Investor…

Gaurav Shah is the Managing Partner at Arete Ventures, advising founders, early-stage teams, and institutional investors across the US, EU, UK and India, with extensive experience in the Silicon Valley ecosystem. Over the past 19+ years, he has worked across the full spectrum of entrepreneurship and private capital; from guiding startups on market signals, traction, fundraising, and scaling decisions to supporting investment firms on due diligence, M&A, portfolio value creation, and performance improvement. He brings a blended operator–investor perspective, having evaluated hundreds of companies for institutional investors (PE, VC, hedge funds, and family offices) while also working directly with investor backed entrepreneurs on strategy, product-market fit, and execution. His pattern-recognition across both sides of the table allows him to translate real market truths into practical, founder-ready insights. He further serves on the investment committee (IC) for venture capital firms and advises board members actively across US & EU. Focus Areas Entrepreneurship & Startup Advisory: product-market fit, early traction, market validation, GTM strategy, fundraising readiness, founder coaching Institutional Investor Advisory (buy side): commercial & technical due diligence, M&A strategy, competitive intelligence, investment memos, portfolio performance improvement Sectors: AI, SaaS, fintech, blockchain, climate-tech, renewable energy, Web 3.0, deeptech, life sciences and other frontier technologies

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

As a direct lender, we specialize in providing senior secured credit solutions to Small and Medium-sized Businesses (SMBs) in the Software as a Service (SaaS), Platform as a Service (PaaS), Internet of Things (IoT), Managed Service Provider (MSP), Health care, Biotech, and other tech-enabled industries. Our focus lies in supporting U.S. companies with tailored credit and preferred equity solutions, empowering their growth initiatives, operational enhancements, and strategic acquisitions. We cater to companies with revenues ranging from $5,000,000 to $30,000,000, offering capital solutions between $2,000,000 and $15,000,000. #saaslending #saasfinancing #revenuecapitalization #paasfinancing #revenuefunding #growthcapital #cashflowlending #linesofcreditforSaaS

During my time in B2B SAAS, I have focused on helping customers at different stages in their company across different verticals empower teams to provide differentiated experiences to their customers as a leader and individual contributor. As I build my own business in real estate and hospitality, I carry those same principles to ensure my teams will ask the right questions, make personalized recommendations, and deliver a great customer experience that's talked about just as much as the product we're offering.

Hi You probably found this profile while researching my company, teambuilding.comHere are the most important bits:1. teambuilding.com is a mission based company. We want to help you and your colleagues be happier at work.2. Our team will do everything we can to make sure your experience massively exceeds expectations.3. Besides team building, I am a little obsessed with Level 10 Integrity, ultra-light living and Asimov non-fiction.Want to learn more about me? Here is my most popular article: https://michaelalexis.com/life-lessons/

Financial concierge. Business owners, executives, and entrepreneurs come to me to secure their legacy. As both a tax attorney and wealth consultant, I offer clients a 360-degree view of their financial lives—from tax planning and real estate to investing and legacy strategy. I have two decades of experience guiding individuals, families, and business owners. I graduated from Carnegie Mellon’s Economics department. I create advanced tax strategies, asset protection strategies, and legacy planning strategies. I guide business owners and individuals in retaining more of their wealth and reducing their tax liabilities during critical transitions like business sales and times of uncertainty. I’m especially known for my ability to uncover powerful, often-overlooked provisions in the tax code to develop creative, compliant strategies that reduce tax burdens and support long-term financial security.

Gaurav Shah is the Managing Partner of Trident Renewables, advising institutional investors and corporate leaders on renewable energy, advanced biofuels, green hydrogen, and the broader energy transition. With nearly two decades of experience operating and investing in renewable energy businesses, evaluating technology pathways, commercial models, and regulatory pathways (IRA, OBBBA, LCFS, EU Fit for 55, TCFD, Scope 3, ESG) across the US, EU, and UK, he helps decision-makers navigate complex climate and energy markets with clarity. His work spans commercial due diligence, technology feasibility, carbon markets, SAF and e-fuel pathways, green hydrogen economics, and emerging clean-energy infrastructure. Drawing on both technical training and deep experience in private capital, Gaurav distills highly technical information like IRA incentives, LCFS/CORSIA frameworks, feedstock dynamics and GHG emissions accounting into practical insights that inform strategic investment and policy decisions. He is regularly sought after for his ability to simplify complicated climate tech topics and connect engineering realities with financial, regulatory, and market outcomes.

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity , an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity , we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.

Experienced M&A Investment Banking professional known for honesty and a strategic approach to business transitions.

Scott is a recognized expert in self-directed IRAs. With a law degree from the University of Florida and as a designated Certified IRA Services Professional (CISP), Scott’s keen understanding of rules and regulations fuels his passion for educating others on the power of investing in alternative assets using self-directed IRAs. Scott is a frequent guest on retirement and investing webinars and podcasts. He has shown thousands of individuals how to achieve financial freedom by teaching them how to use their retirement funds to invest in private placements, real estate, private lending, and more. Throughout his two decades in the industry, he has watched numerous unique investments unfold, giving him a great perspective of what is possible when people take control of their retirement funds and investing decisions. On the personal side, Scott walks the walk—utilizing his own self-directed accounts to invest in real estate and start-up companies. Outside of work, Scott is an avid Tampa Bay Lightning and Tottenham Hotspur fan and loves to spend time with his family

I currently serve as a Senior Associate of Capital Markets at Sands Investment Group, leading the debt and equity division for the Austin Office. Prior experience includes an Associate Director position with Marcus and Millichap’s Capital Corporation in Newport Beach, CA. In this role, Mr. Reiley was responsible for securing commercial debt and equity financing for an array of hospitality properties, including full-, select- and limited-service hotels, resort hotel properties and golf courses, on behalf of clients nationwide.