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  • Here are the Investor speakers from our Sold-Out NYC VC and Angel 2019 Kickoff Event, sponsored by McCarter & English, LLP, ARC Angel Fund, Mazars USA, LLP, Contap, Gavanize, InList, LIQS, Nolcha. This event was in New York on Thursday, Jan 24, 2019.

    Photo of Moderator: David Sorin, McCarter & English David J Sorin
    Partner
    McCarter English
    Read the full profile for David J here!
    McCarter English
    Dave Sorin is an office managing partner and the head of the Venture Capital and Emerging Growth Companies practice at McCarter & English. He focuses his practice primarily on privately- and publicly-owned startup, early stage, emerging growth, and middle market technology, tech-enabled and life science enterprises, as well as the investors, executives, and boards of directors who support and lead them. Dave has a long track record of successful representation of growth companies, having been repeatedly recognized by well-known periodicals for a unique combination of legal acumen and sound business judgment. He also brings to bear his broad range of knowledge and experience in counseling enterprises and investors in diverse emerging growth markets, technology industries (including software, information technology, artificial intelligence, VR/AR, FinTech, e-commerce, and communications), and life sciences. Many of the companies he represents are well-known names throughout the Mid-Atlantic region. Under his leadership, McCarter is recognized as one of the most active law firms regionally, nationally and globally according to PitchBook (3rd in the East, 8th nationally, 9th globally, 8th in enterprise software and 6th (tied) in global early stage company deals). In 2017, Chambers, the definitive publisher of law firm and lawyer rankings, named him one of the top lawyers in the country in its inaugural rankings of venture capital and emerging growth company lawyers.

    Photo of Michael DeVito CPA, Partner, Mazars USA Michael DeVito
    Partner
    Mazars USA LLP
    Read the full profile for Michael here!
    Mazars USA LLP
    Michael possesses more than 17 years of experience in providing audit, accounting, and tax services to private and public companies. He advises clients on improving profitability and the operational aspects of their businesses.

    As part of the firms SEC and M&D Groups, Michael has expertise in working with SEC rules and regulations and auditing under the PCAOB standards. His industry experience is focused in technology and software, retail, manufacturing, wholesale/distribution and energy. Michael has experience in dealing with companies that receive government grants and their related compliance and reporting requirements.

    Michael is a Certified Public Accountant and Public School Accountant in the state of New Jersey. He received his BS in Accounting from Rider University. He is currently a member of the American Institute of Certified Public Accountants, the New Jersey Society of Certified Public Accountants, the New Jersey Technology Council and teq.konnect.

    Photo of Jeffrey Finkle, Managing Director, Viridian Members Fund Jeffrey Finkle
    Angel Investor
    Viridian Members Fund
    Read the full profile for Jeffrey here!
    Viridian Members Fund
    Mr. Finkle is an angel investor and entrepreneur and former Managing and Founding Partner of Odeon Capital. He is the co-chair of the Evaluation Committee for ARC Angel Fund. Prior to raising $115 milllion for Odeon Capital Partners I, Mr. Finkle had a 20-year career in the fields of entrepreneurial management, general management, corporate development and marketing in the computer software industry. He served as Vice President of Corporate Business Development at Computer Associates International, and prior to Computer Associates' acquisition of Cheyenne Software, served as Cheyenne's Vice President of Corporate Development and Corporate Marketing where he had overall responsibility for corporate and product positioning. Prior to that, he served as Vice President and General Manager of Cheyenne's Unix Division. Prior to Cheyenne, Mr. Finkle was Vice President of Sales and Marketing at Applied Programming Technologies, which he represented for sale to Cheyenne in 1993. Early in his career, Mr. Finkle co-founded N/Hance Systems a peripheral manufacturing and software development company. Today Mr. Finkle serves as Chairman of Service Channel Inc, a web based transaction management platform providor to the service maintanance industry, and Managing Member of two TV direct response entities. Mr. Finkle also serves as Secretary of the Board of Directors of PSCH a not-for-profit serving the mentally ill and developmentally disabled.

    Photo of Kathleen Murray, Chair, Executive Forum Angels Kathleen Murray
    Chair
    Executive Forum Angels
    Read the full profile for Kathleen here!
    Executive Forum Angels
    Kathy Murray is owner of McMorran Strategists, LLC. Earlier, Kathy held C-Suite level positions at publicly-traded firms and partnerships - Aetna, PwC and FARO - in sales, business development and operations. Other affiliations include: Emeriti Board & Immediate Past President of Harvard Business School Women's Association of NY, Trustee on the University of Rochester Board, Board Member at the Daily Gazette (a Schenectady family-owned publishing firm), Advisor to TempBuddy (a Dublin startup software for managing temp employees), Chair of Executive Forum, Founder of Executive Forum Angels and Fellow at the Foreign Policy Association. Kathy is also a frequent speaker/instructor on business development, angel investing, innovation, strategic thinking and building relationships. Kathy received a BA in Math/General Science from the University of Rochester and the Advanced Management Program Degree from Harvard Business School.

    Photo of Katherine O'Neill, Jumpstart NJ Angel Network Katherine O'Neill
    Executive Director
    JumpStart New Jersey Angel Network
    Read the full profile for Katherine here!
    JumpStart New Jersey Angel Network
    Katherine O’Neill is the Executive Director for JumpStart New Jersey Angel Network, a member led angel investor group that invests in early stage high growth companies in Mid-Atlantic region, and an investor in technology businesses. She currently serves on the Board of the Angel Capital Association ACA the national organization representing angel investor groups in North America. She recently was the Program Chair of the ACA National Leadership Conference held in 2010. Katherine represents the ACA at both national and international events. Katherine is a member of the NJ Economic Development Authority Edison Fund Advisory Board, Ben Franklin Technology Partners of SEPA Advisory Board, NJ Technology CFO Advisory Board, Princeton University MIRTHE Investment Focus Group and Rutgers Innovation Park Advisory Board. In recent years she has spoken at and judged business plan competitions both regionally and nationally at events such as IMPACT, Astia, Microsoft BizSpark NYC competition, Tri State Donald W. Reynolds Cup, Princeton University Jumpstart Innovation Forum and Start Up Weekend Princeton.

    Katherine is a seasoned financial executive and investor in early stage enterprises with extensive experience in start up and entrepreneurial operations as well as operational experiences in a diverse range of businesses. She has particular expertise developing technology-based business as well as strategic business plans. She has extensive multinational experience and financial operation management and knowledge of healthcare pharmaceuticals, information systems, e-commerce and social media. She is the president of O’Neill Associates and consults with technology companies and acts as interim CFO.

    Jenny Fielding, The Fund + Techstars Jenny Fielding, The Fund + Techstars

    Jenny Fielding is Managing Director at Techstars, where she runs the Internet of Things and Fintech focused programs. Prior to joining Techstars, Jenny headed up Corporate Venture and Digital Innovation at BBC Worldwide where she made strategic investments and led business development deals. She has also started several tech companies, most notably Switch-Mobile, a mobile VoIP company that was acquired in 2009. Jenny began her career as a lawyer, spent time in banking at JP Morgan and is a graduate of Columbia University.

    Photo of Jason E. Klein, Angel Investor, HBS Angels Jason Klein
    Chairman
    HBS Angels
    Read the full profile for Jason here!
    HBS Angels
    I am happy to announce that Jason E. Klein, CEO of On Grid Ventures LLC, will serve as the new Chairman of Harvard Business School Alumni Angels of Greater NY. Jason (bio here) is an experienced angel and company builder. I am shifting to Chairman Emeritus. I will still be very active in supporting our growth, while continuing to serve as a Partner at ff Venture Capital.

    In December 2010, Richard Kane, then-President, Harvard Business School Club of New York, asked me if I would like to found an HBS alumni-affiliated angel group in NY. Since then, we have grown to be the 2nd largest angel group in NY, with 130 members (vs. about 150 for Golden Seeds in New York, the largest group). We believe we are the second or third most active angel group in New York, depending on which metric you use. 33 of our members collectively have made 82 investments for $3.5m in 27 companies. Our average check size per member per company per round is $43K, which is probably the highest of any angel group in the country. We also have won over 800 investors and friends to our mailing list.

    Ethan Auslander, Angel Investor, Long Island Angel Network Ethan Auslander, Angel Investor, Long Island Angel Network



    Photo of Sandy Wollman, Angel Investor, Westchester Angels Sandy Wollman
    Co-Founder
    The Westchester Angels
    Read the full profile for Sandy here!
    The Westchester Angels
    Sandy Wollman is the Co-Founder and Managing Director of the Westchester Angels. He is also on the Executive Committee for the Veridian Member’s Fund and member of the ARC Angels and has reviewed well over 1000 pitches in the past year. He knows what works and what doesn’t!

    Sandy is starring in ”Break Through the Crowd” a new TV show which features startups pitching to investors to get to the next round where the winner receives a large crowdfunding prize. The show combines elements of Shark Tank and The Apprentice and is being televised on Zee Tv in the USA, Canada and the Caribbean.

    In addition Sandy created and leads the New York Area Angel Group Leaders Initiative which brings the Directors of the largest Angel Groups in the Tri-State Area together to share deal flow. Being intimately involved in his community Sandy serves on the Westchester County Task force for innovation and created a non-profit to help small business owners succeed.

    He is an accomplished distance athlete having competed 3 Ironman Triathlons, The Swim Around Manhattan and was the 470th individual to successfully swim the English Channel.

    Angel Investors