A serial entrepreneur, investor and academic, Vinay has started, is an advisor or board member in several companies in financial services.  Vinay has always sought to challenge the status quo in investing. He has founded numerous companies linking investments and technology (55ip, Magnifi, MIO, Positivly) as well as run a quantitative hedge fund (Ada Investments).

As a finance faculty member at Wharton, with teaching experience at schools such as MIT and Columbia, he focuses on venture capital, private equity and entrepreneurship.

He is passionate about the power financial markets have to effect change in the world and in 2008, co-authored “Investing for Change”.

His academic background includes a PhD in Financial Economics from the Stern School of Business at NYU with an award for the best thesis, and a Bachelors of Technology from the Indian Institute of Technology, Madras with a gold medal award.

An entrepreneurial leader, investor and business development executive, Jack has spent the past 20 years founding growing and exiting asset management companies. He has experience with the many stages of company establishment and evolution: Co-Founder (2); Early Stage Opportunities (7); Later Stage Growth (5); Publicly-Traded (2); and Turn Around (1).

As a Partner and Co-Founder of Northern Lights Capital Partners (now Pacific Current Group, ASX:PAC) Jack led global fund raising and acted as an Operating Partner with a number of portfolio companies.

Jack is a graduate of the United States Military Academy at West Point, where he was Class President and received the Superintendent’s Award for Achievement. He served in the U.S. Army as an Airborne Ranger.

An entrepreneurial marketing leader, Niharika has spent the past 20 years building brand and marketing organizations in financial services and high-growth consumer environments.

Previously Chief Brand Officer for Prudential Financial Inc, Niharika was responsible for transformation of tired insurance brand to a modern and customer-centric financial services brand and creating highly targeted experiences for advisors, institutional investors, and direct investors.  While at Prudential, Niharika led the global brand strategy and launch for Prudential Global Investment Management, PGIM. She is a pioneer in digital marketing strategies and application of technology to drive growth in Financial Services and was awarded the Financial Communication Society’s Marketer of the Year in 2016.

Niharika’s prior experience includes leading several early stage and incumbent companies through their digital commerce and multi-channel transformation journey including ToysRUs (w/Amazon), Lowe’s Home Improvement, Unisys, Sharp Electronics and Walmart/Sam’s Club.

As a senior leader responsible for operational management and talent development, Niharika has been recognized for leadership in fostering connections between people, culture and brand.

Niharika holds a Bachelor of Engineering in Computer Science from the University of Mumbai and earned an Executive MBA in Marketing and Entrepreneurship from the Rutgers University. 

Michael Winnick is an executive leader of new distribution initiatives in the Investment and Wealth Management industries.  Michael has built and managed distribution strategies and organizations for Charles Schwab (4 Years) and Russell Investments (11 Years) and co-founded FinTech firm Investment Advisory Network (10 Years).  A passionate philanthropist, Michael is Chair of the Juma Ventures National Board.

At Charles Schwab, Michael led an effort distributing Schwab ETFs, Mutual Funds and Collective Trusts through new financial institution partners. At Russell Investments Michael’s sales and national accounts teams became the industry leader in Model Portfolio assets, achieved through the creation of Practice Management Growth Programs which facilitated the growth of hundreds of financial advisors’ practices.  Prior, Michael was a founder and executive leader of FinTech firm Investment Advisory Network (IAN), a managed account platform provider connecting asset managers, custodians and distribution intermediaries.  IAN was acquired by SS&C Technologies in 2004.  Michael’s entrepreneurial career commenced with the creation of Aspen Bike Tours in 1989.

Michael earned an MBA from Yale University and Bachelors degree from Colgate University.  Michael is happily married with three grown children and a dog.