#SISCONF2022
Speakers
CARL STUART
PRESIDENT/OWNER @
CARL STUART INVESTMENT
Managing $500 million in assets with 43 years of experience on investment.
“ Top 1000 Advisor’s in the Country “ (Barron’s Magazine, ‘09, ‘10, ‘11, ‘12, ’14).
Host of “Money Talk” on KLBJAM radio for 27 years.
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Carl is a board member of Zach Theatre and St. Stephen’s Episcopal School, and his past board experience includes Texas Presbyterian Foundation, People's Community Clinic, YMCA of Austin, Big Brother Big Sisters of Austin, Westwood Country Club, and Headliners Club.
JORGE A. BERMUDEZ
PRESIDENT AND CEO @
BYEBROOK GROUP
Former Chief Risk Officer of Citigroup/Citibank, where he
held various positions: Head of Risk Corporate Banking North America; Head of Credit Policy Latin America; Head of Risk International Banking; Head of Equity Investments; President Citibank Argentina; CEO Corporate & Investment Banking South America; CEO Global e-Business/Treasury and Transaction Services; CEO Latin America; Senior Advisor International; CEO Commercial Business Group; Chief Risk Officer Citigroup.
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Director/trustee on the following boards: Moody’s Corporation; AllianceBernstein Funds; Community Foundation of the Brazos Valley (past board Chair) Chair of Investment Committee.
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Past boards: Federal Reserve Bank 11th District; Electric Reliability Council of Texas; American Institute of Architects; Federal Reserve Bank Houston; Citibank, NA; Council of the Americas; MasterCard International LAC; New York Clearing House; Siembra Group ; Asociacion de Bancos Argentinos; FEMSA Group.
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COLE ARLEDGE
VICE PRESIDENT @
AV CAPITAL
Mr. Arledge is a Harvard University Graduate with an A.B. in Molecular and Cellular Biology, Cum Laude.
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Mr. Arledge is also a lecturer at UT Business School MBA program.
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Mr. Arledge is St. Stephen's Episcopal School Alumni.
Mr. Arledge and his best friends from the class of 2007 have funded and established an endowment for financial aids at St. Stephen's.
ROSA L. MCCORMICK
MANAGING PARTNER @
WILD BASIN INVESTMENTS
Mrs. Mccormick is a managing partner at Wild Basin Investments and President of Key Light Capital. She is a native Austinite and a graduate of the University of Texas at Austin.
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Mrs. Mccormick transitioned from the tech world to the investment world in 2002 and has been active in promoting the growth of the entrepreneurial community in Austin
MICHAEL O'MALLEY
SENIOR PRINCIPAL AND CFO @ PENNYBACKER CAPITAL
Mike O’Malley leads the Pennybacker Capital Formation team’s efforts to develop and foster relationships with the firm’s existing and prospective limited partners. Mike was previously Chief Operational Officer and Chief Financial Officer of VisionWeb. Under his leadership, the firm closed six private equity placements and grew from fledgling status to a global services provider. Early in his career, Mike was an auditor and later a consultant for Price Waterhouse and Ernst & Young Capital Advisors, now Macquarie Capital USA. He successfully delivered structured finance solutions to Fortune 500 clients, including multi-national bank groups and companies in the technology, manufacturing, and financial services industries.
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Mike graduated cum laude with degrees in Accountancy and Computer Applications from the University of Notre Dame, received an MBA with highest honors from McCombs School of Business at the University of Texas, and is a Certified Public Accountant.
Mike serves as an adjunct professor at the University of Notre Dame. He is a member of the Pension Real Estate Association, the Private Equity Chief Financial Officer Association, and the Real Estate Council of Austin. Additionally, he is an inaugural Advisory Board member of the Fitzgerald Institute for Real Estate at the University of Notre Dame and serves on committee and boards for several not-for-profit and philanthropic organizations.
FRÉDÉRIC GUERARD
CHIEF EXECUTIVE OFFICER @
GRAYBUG VISION (NASDAQ:GRAY)
Mr. Guerard joined a private start up three years ago as CEO. Mr. Guerard has raised VC money and IPOed the company 18 months ago.
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Mr. Mr. Guerard worked and lived in 7 countries running business for multinational companies.
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Mr. Guerard has extensive executive leadership experience in both private and public companies.
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DAVID ARNOW
PRINCIPAL
@ CASTLE HILL PARTNERS
David Arnow is a founding principal of Castle Hill Partners. Mr. Arnow is responsible for all investment management, disposition and treasury functions. He was previously a principal with Simmons Vedder Partners where he held a senior post for sixteen years. At Simmons Vedder, his functions included complete project oversight, management and financing. Mr. Arnow acted as a managing principal where he executed commercial projects which included office, industrial, senior and student housing as well as land development. Prior to his principal role at Simmons Vedder Partners, Mr. Arnow was with Trammell Crow Company. In 1992, he was promoted to be the youngest Managing Director in the history of the firm. He has over thirty-five years experience in the commercial real estate industry. Mr. Arnow was educated at the University of Texas at Austin, where he earned an MBA as a Sord Scholar. He received his BA in Economics, Magna Cum Laude at Duke University. He also attended the University of Copenhagen where he was a student in The International Business Studies Program.
EDWARD MOODY
CO-FOUNDER
MANAGING PARTNER
@ CFM Wealth Partners
Edward is the Managing Partner of CFM Wealth Partners. Prior to co-founding the firm, he spent 16 years as an Investment Advisor, first with RBC and later Stephens, Inc. He received a BBA in Finance from the University of Texas at Austin. Edward is a Trustee and Investment Committee Chair for the Seton Fund. He and his wife, Acia, have two sons and reside in Central Austin. They are members of the Episcopal Church of the Good Shepherd. Edward's interests include golf, music, food and wine, and the Texas Longhorns.
HUY NGUYEN
ASSOCIATE @ SAOTHAIR
CAPITAL PARTNERS
Mr. Nguyen joined Saothair as an Associate in 2021. Prior to joining Saothair, Mr. Nguyen was an Investment Banking Associate at RBC Capital Markets in New York within the Industrial & Diversified Services coverage group, where he worked on mergers and acquisitions and capital raise transactions.
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Mr. Nguyen holds a B.A. degree in Economics from Middlebury College.
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Mr. Nguyen is St. Stephen's Episcopal School Alumni.
SANFORD LEEDS
PROFESSOR OF INSTRUCTION IN THE FINANCE DEPARTMENT AT THE UNIVERSITY OF TEXAS
Sandy Leeds is a Professor of Instruction in the Finance Department at The University of Texas. He has been on the faculty for 21 years and served as President of The MBA Investment Fund, L.L.C. for 13 of those years. He teaches both graduate and undergraduate level courses and primarily teaches about the markets and the economy. Prior to joining the faculty, he was a felony prosecutor and then a money manager. He has a J.D. from The University of Virginia School of Law, an MBA from The University of Texas at Austin and a B.S. in Investment Management from The University of Alabama. He is a member of the Texas State Bar and holds the Chartered Financial Analyst designation. He puts out a free weekly newsletter that can be found at sandyleeds.com.
HAN SHEN
FOUNDING PARTNER @ IFLY.VC
Han’s career in venture capital started in 2009 and has spanned at VantagePoint and Formation 8, where he was the first hire on the investment team. He led and/or contributed to the investment in Motive Drilling (acquired by Helmerich & Payne), Lucid (acquired by Acuity), Comfy (acquired by Siemens), Oculus (acquired by Facebook), Taxon (acquired by DuPont), and AlertMe (acquired by British Gas).
Han has served on the board of multiple portfolio companies including BorderX Lab, Sweet a Little, Motive Drilling, and Grabit, and has closely advised entrepreneurs in building a startup from the ground up.
Earlier in his career, Han worked for Rohm and Haas Company, the largest US specialty chemical company, where he was credited as key inventor of four US patents.
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Han earned his bachelor’s degree from Nanjing University, Ph.D. from the University of Chicago, and MBA from The Wharton School of The University of Pennsylvania.
DAVID CAO
FOUNDER
MANAGING PARTNER
@ F50 Ventures
David is the pioneer, believer, and mover in the Silicon Valley startup venture ecosystem. David is the organizer for SVE - Silicon Valley Entrepreneurs and Startups, the largest startup community in west coast, and hosts of SVE Pitch and Demo, the oldest statup community monthly demo meetup. He also organized Silicon Valley’s oldest startup community SVE and drove the selection of 500 startups to the F50 platform. F50 built a network of Global Leaders in the investment ecosystem.
David served as an advisor for DocuSign, Ehouse Capital, Peakview Fund of Fund. He was the Founder & CEO of GWC US (Sold to holding company; founder and CEO of ExtendLogic (Acquired by BeyondSoft). Prior, he was the VP of Engineering at PlayPhone (Acquired by Gungho), and Engineering lead for LightSurf (acquired by VeriSign).
