Jonathan EndeFounder and Co-Organizer
Jonathan is the CEO and founder of BorrowersFirst, and a passionate and visionary business builder. With over 22 years infinance, Jonathan is leading a revolution in ConnectedCredit. Starting in Fixed Income at Salomon Brothers, he worked for banks for over 15 years, becoming a Managing Director in Equity Derivatives at Bear Stearns. He injected innovation at Lehman Brothers, building their Private Convertible Bond business and US Fund-Linked Structured Products desk. As an entrepreneur, he co-founded NetCentric Partners, a tech VC firm. He built Ende Capital Inc, creating over $3.0 billion of tailor-made structured loan products. As a social and capital markets change-agent, he founded the annual not-for-profit TEDxWallStreet conference, assembling thought leaders to share worldchanging ideas with the global finance community. He is a registered securities principal with Silver Leaf Partners and a CFA charter holder.
Eva is the Co-Founder of GO DRY, a company that provides hair styling services to busy professional women in their place of work. Previously, Eva was a Director at the Asset Management Fund, Espial Capital, and prior to that she was the President of Carbon NYC, a professional networking organization for top executives. Eva is originally from Toronto and she graduated from the Richard Ivey School of Business at Western University.
Andrew WeinreichHost Committee Member
Andrew Weinreich is the founder and Chairman of the mobile dating company, MeetMoi. MeetMoi incorporates proximity into a complete dating experience offered from the handset. Andrew is also the founder and Chairman of Xtify, a geo-messaging platform for mobile application developers to use in managing push notifications to Smartphone’s.
Andrew previously founded I Stand For, Inc., which he sold in February 2006. I Stand For offered a complete technology solution to political campaigns including the construction of online communities and a full content management system. In July 2001, Andrew founded Joltage, an infrastructure services business devoted to building out a global network of WiFi hotspots. Joltage HotSpots were revenue-generating locations where individuals could access the Internet at broadband speeds using their own laptop computers or handheld devices.
In 1996, Andrew launched sixdegrees.com (the world’s first online social network), which over a period of five years grew to become one of the largest community sites on the World Wide Web. Sixdegrees was sold in January 2000 to Youthstream Media Networks.
R. Brad LaneHost Committee Member
Mr. Lane is the Co-Founder and a Principal of Lane Financial Corporation, a full-service financial advisory firm providing wealth management, estate planning and alternative investments to high net-worth individuals and families.
Brad is also a Managing Director of Atlas Capital Partners, a network of Investment Banking, Private Equity and Venture Capital companies that provide corporate advisory, debt and equity financing, re-capitalizations, merger & acquisition consulting, and Initial Public Offerings for emerging micro, small and mid-cap growth companies in Technology and Healthcare.
Mr. Lane serves as a Member of the Board of Directors of Big Brothers Big Sisters, Mount Sinai Medical Center, and the Professional Advisory Committee of the Jewish Federation. He is a Member of the New York Angels and is the Chairman and Co-Founder of The New York Forum.
Brad is a graduate of the Tate School of Business at College of Charleston and the Executive Program for Private Equity and Venture Capital at Harvard Business School. He is a Certified Merger & Acquisition Advisor, and holds the FINRA Series 7, Series 63, and Series 79 Licenses.
Dan JacobSpeaker Coach
Dan Jacob is the CEO of The IDIA Group a leading experiential marketing & event agency based in Toronto, Canada focused on connecting people to the ideas, people and things they should know about. Jacob currently serves as the Executive Producer of the Toronto Life City Festival, in partnership with Toronto Life magazine. He has also become one of Canada’s most well regarded speaker coaches, helping a wide range of individuals — from corporate executives to academics to entrepreneurs — craft their stories and deliver compelling content to wide range of audiences.
Jacob is the co-founder and license holder for Canada’s largest TEDx conference – TEDxToronto — which in addition to a local audience of over 1500, has built an online viewership of over 40,000 in over 100 countries worldwide.
Darren BettencourtHost Committee Member
Darren Bettencourt is the Founder of The Representatives, a boutique management firm based in New York City. Bettencourt represents a select number of high-profile clients across the board in film, television, literary and new media. Bettencourt is a 12 year entertainment industry Vet that learned the business from the most successful leaders in film and television.
Heather MalloyHost Committee Member
Heather Malloy has worked in the financial services industry for fifteen years. Most recently, she was Principal and Chief Operating Officer of Kingsland. Prior to joining Kingsland, Ms. Malloy was a partner at Kalan Capital (UK) LLC, focused on infrastructure related hard asset investing and financial asset recovery and restructuring. Before joining Kalan Capital, she was the head of external investments for GEDS at Societe Generale, and co-head of GEDS’s credit arbitrage desk, a captive SG hedge fund. Prior to SG, Ms. Malloy was a Managing Director and global head of product management at Bear Stearns Asset Management, after having worked in Fixed Income at Bear, Stearns & Co. Ms. Malloy received her B.A. from the University of Wisconsin – Madison.
Hollis Rafkin-SaxHost Committee Member
In 2010, after 30 plus years in the financial relations and crisis communications field, Hollis pursued a new career path. She focused on photography and graduated from the General Studies one year degree program at the International Center of Photography (ICP) in New York City. Her work has been shown in a number of curated exhibitions, books, newspapers and magazines. Most recently she has been working with non-profit organizations helping them tell their stories through compelling images.
During her professional career, she was a seasoned communications advisor specializing in crisis communications, corporate positioning, M&A, IPOs, bankruptcy and restructurings as well as corporate governance and shareholder activism issues. Holli, recognized as one of the nation’s leading crisis communications counselors, worked across a wide range of industries advising multinational corporations on critical reputational issues. Her programs won wide industry recognition including PR Week’s Campaign of the Year & IR Campaign of the Year, PRSA’s Silver Anvil, Holmes Report’s Silver Sabre, IPRA’s Golden World Award and PRSA NY’s Golden Apple Award.
Jeffrey MeshelHost Committee Member
Jeffrey Meshel is CEO/Founder of Paradigm Capital, Mercury Properties and Mercury Equity Group. Paradigm is a short term Real Estate lender that originates short term (1 to 2 yr) mortgages encumbering primarily commercial Real Estate. Paradigm loans range between $1M and $20M. Mercury Properties is a Real Estate holding company that owns office, industrial and multi- family properties. Mercury Equity Group is an NASD/FINRA Broker Dealer and investment banker. Mercury Equity Group represents both public and private companies.
Mr. Meshel is the Founder/Chairman of the Strategic Forum. The Strategic Forum is an organization of business leaders from diverse backgrounds dedicated to the exchange of ideas, development of long-term personal and business relationships and the facilitation of business opportunities among members and their respective networks. The Strategic Forum has chapters in New York City and South Florida. Mr. Meshel is the author of One Phone Call Away-Secrets of the Master Networker and the Opportunity Magnet. Mr. Meshel serves on the Board of Signature Bank (SBNY) and several private company boards. Mr. Meshel is on the board of the Federal Homeland Security Foundation.
Josh KastonHost Committee Member
Joshua Kaston is Vice President at Financial Alliance Processing Services Inc. one of the forefront credit card processing corporations in the United States. Joining his father in the family business as of 2002, Joshua has been instrumental in growing sales and market presence. He recently expanded the companies footprint to 8 office locations around the US.
Joshua is also the Vice President of Operations at K2M-Global, an up and coming leader in the aircraft parts and aircraft parts maintenance industries. Having launched K2M Global in the summer of 2011 alongside his business partners, Joshua is partially responsible for 5 thriving offices around the world and assists with many aspects of regular deal flow.
A graduate of University of Delaware, Joshua enjoys playing competitive tennis, racing sailboats and boxing in his free time.
Penny Holt is currently the CMO of BorrowersFirst. She has worked the length and breadth of marketing, for over 25 years, as a market strategist and manager, and as a brand builder, advertising, PR, content and communications executive, serving global brands such as British Telecom, Canon, Chrysler, eBay,Equitable Life, L’Oreal, James River, Monsanto, Pitney Bowes,Procter & Gamble, Union Carbide and more. Most significantly, she is a creative and visionary leader, who helped transformative companies, such as Bill Me Later and IMCOR, in establishing their brand and achieving billion-plus dollar exits.
Samantha WrightSpeaker Coach
Samantha is the Grassroots Campaign Director at 10×10, a global action campaign for girls education. Samantha brings experience working with speakers around the world including at TEDxBeijing and TEDxToronto. A new resident of New York City, she was most recently based in China where she worked in the social innovation space producing documentaries and developing CSR strategy. Before this, she worked with the UN World Food Programme in Laos, human rights NGOs in East Africa and completed a Masters in International Relations at the University of Oxford.
Tara RosenblumHost Committee Member
Tara Rosenblum joined News 12 in the summer of ’04 as a reporter, fill-in anchor and is now the Anchor for News 12 Westchester and Hudson Valley Weekend Edition. Since then, she has earned more than three dozen major industry awards, including 2 Emmy awards and 13 Emmy nominations, three of them for top ‘General Assignment’ reporter in the state of New York.
Tara’s passion is diving into breaking news stories and she has traveled the county, state and the country to tell them, including the Virgina Tech Massacre, the 2008 presidential race and Hurricane Katrina. Tara’s coverage of the ravaged Gulf Coast led to tens of thousands of dollars in donations from across the Hudson Valley and prompted a local village to adopt a church in Algiers. Months later, Westchester County recognized Tara’s efforts by naming a day in her honor.
Vishal RamakrishnanHost Committee Member
Vishal Ramakrishnan is an Associate Consultant at GEP, a boutique procurement & supply chain consulting firm based out of New Jersey. Since joining the firm, Vishal has advised Fortune 500 CPG and manufacturing organizations on savings optimization techniques within various supply chain categories such as direct materials, logistics, IT/Telecom and more. A past attendee of the first annual TEDxWallStreet conference, Vishal has a great interest and passion for the financial services industry and its unlimited potential to bring about positive change in the world economy. Vishal has a B.S.B.A with concentrations in Finance & Business Law from Boston University and enjoys devoting his free time to advancing micro-finance initiatives through the Grameen Foundation.
Courtney SpritzerSocial Media Team
Courtney Spritzer is an entrepreneur and social media strategist who co-founded Socialfly, a social media marketing and consulting agency in New York in 2011. She currently resides in New York and is the COO of Socialfly. Previously, she held positions as a financial analyst at American Express and a bond underwriter at Hanover Insurance Group. She is also heavily involved in the community as a participant in the Big Brothers Big Sisters program and a board member for the LCC Foundation. Courtney has a B.A in Economics from New York University.
Stephanie AbramsSocial Media Team
Stephanie Abrams is an entrepreneur who co-founded, Socialfly, a social media marketing and consulting agency in New York City. She also sits on the Marketing & Corporate Relations Committee for the National Multiple Sclerosis Society. A graduate of Cornell University, Stephanie has also held previous positions as a sales and marketing executive with Marriott International and Hilton Worldwide.