3i Member Ted Seides, CFA, is the Founder of Capital Allocators LLC, an ecosystem that encompasses podcasts, gatherings, and advisory services for managers and allocators. In this special edition podcast episode, we spotlight him on the launch of his new book, Private Equity Deals. In Private Equity Deals, Ted provides insights into the conversations that typically happen behind the closed doors of institutional investors and private equity managers. Through a series of case studies across...

Dave Balter is a serial entrepreneur with a distinguished track record of impacting various industries. He founded BzzAgent, which was acquired by Dunnhumby, and Smarterer, which was acquired by Pluralsight. His current venture, Flipside Crypto, powers growth for blockchains. Dave's career includes executive roles at prominent global organizations and venture investments as a partner at True Ventures. In 2024, he was honored as one of The Boston Globe’s Top 50 Tech Power Players. He is...

In this episode of our Member Spotlight podcast, Mark Gerson interviews Jon Weber, founder of Jon F Weber & Co., LLC, exploring the intricacies of corporate boards and the role of board members. Jon, a seasoned Board Member, Advisor, and Executive with over 20 years of experience, shares his insights from working with top institutional investors like Goldman Sachs, Icahn Enterprises, and Elliott Investment Management. With leadership roles including President of Icahn Enterprises (NYSE:...

Igor is the CEO of Market Prophit (www.marketprophit.com) and the Co-Founder and CEO of RWA.Holdings, a next-gen exchange for cryptocurrencies and all global tokenized Real World Assets (RWA). He has been an investor and trader of cryptocurrencies since 2016, specializing in Bitcoin mining, blockchain and Web 3.0 companies, disruptive energy technology, AI, machine learning, and fintech. Igor spent his career on Wall Street in commodities markets, most recently serving as the Global Head of...

Kristine Thompson is a CEO, investor, entrepreneur, and board director from Trinidad & Tobago. She has held regional CEO positions for various companies in the Caribbean, including a regional snack manufacturer, a private equity energy fund and Canadian-based golf brand Cabot’s world class golf course and luxury real estate development on the island of Saint Lucia. In 2012, she co-founded Yay! Entertainment. More recently, she co-founded and serves as Managing Partner of Rise Guyana, a...

Samy Bahra is the Co-Founder and Former CTO of Backtrace I/O, a turn-key debugging platform that stabilized large-scale companies' software with clients including Amazon, Cisco, Verizon, and more. Backtrace was purchased by Sauce Labs in 2021. Samy is also the founder of the Concurrency Kit project, which several leading technology companies rely on for scalability and performance. Additionally, he is an avid investor in venture opportunities and is currently launching his new company, which...

Mitch Julis, Co-Founder and Co-Chairman of Canyon Partners, leads one of the world's largest and most successful multi-strategy hedge funds. Established in 1990, Canyon Partners specializes in value-oriented and event-driven investments. Before establishing Canyon, Julis held positions as a portfolio director and practiced bankruptcy and creditors’ rights law. His scholarly work on bankruptcy and distressed credit investing has been widely published in law journals and other periodicals. Mr....

Alicia Levine is the Head of Investment Strategy and Equity Advisory Solutions at BNY Mellon Wealth Management. She is a prominent market commentator, frequently appearing on CNBC and Bloomberg News. Additionally, she is a member of the Investment Committee for the National Academy of Design. Alicia earned a Bachelor of Arts from Brown University and a Master of Arts and Doctor of Philosophy from the University of Chicago. She was awarded a pre-doctoral fellowship from Stanford University, a...

Craig Weiss is a leading Entrepreneur and Investor, esteemed by both Goldman Sachs as a top 100 innovator and acknowledged by Forbes as a Disruptor. He is currently the Managing Partner of Flagstaff Ventures, where he brings entrepreneur-focused perspective to the venture capital field as one of the few institutional investors to have both built a unicorn as a CEO and also identified and invested in an early-stage startup that has achieved unicorn status. Craig has been a 3i Member since...

Billy Libby is the Co-Founder & CEO of Upper90, a leading private credit firm that provides senior secured asset-backed facilities to technology companies with positive unit economics and collateral. Additionally, he is a Co-Founder and Board Member of 3iMembers. Before starting these new ventures, he served as the Head of Quant Execution and Market Making Sales at Goldman Sachs and as Managing Director at Knight Capital. He Co-Founded 3i Members in 2021 with Mark Gerson and Teddy...

Alfred Johnson is an entrepreneur and investor operating at the intersection of climate tech and financial services. In 2023, he co-founded Crux, the ecosystem for developers, tax credit buyers, and financial institutions to transact & manage transferable tax credits, where he is the current CEO. Prior to Crux, Alfred was Deputy Chief of Staff of the US Treasury and Co-Founder of Mobilize, a marketplace software platform acquired in 2020. Before that, he was the Head of Sales & People...

Ted Seides, CFA is the Founder of Capital Allocators LLC, an ecosystem that includes podcasts, gatherings, and advisory to managers and allocators. The show reached 17 million downloads in September 2023 and has been recognized as the top institutional investing podcast. Ted previously worked under David Swensen at the Yale Investments Office, served as Co-CIO of Protégé Partners, made a famous bet with Warren Buffett, and authored two investment books. Ted graduated Cum Laude from Yale...

David Lyon is the Co-Founder and CEO of Sound Advice, a subscription-based mobile app designed for the next generation of wealth-builders. Previously, David Co-Founded and was CEO of Oranj, a cloud-native technology platform providing digital collaboration tools to financial advisors and their clients, which was acquired by SEI in 2021. David has been a 3i member since 2022. Listen to the episode to hear: The journey of transitioning from the entertainment industry to the startup world. The...

Jessica Beck is the Co-Founder and Co-Chief Executive Officer of Alfred, a leading technology-first residential property management platform in North America, currently managing $7.5B of institutional real estate. Jessica holds an MBA from Harvard Business School and a BA in Economics from Williams College. Jessica has been a 3i member since 2022. Listen to the episode to hear: Experience & lessons learned at Harvard Business School Navigating startup funding during unprecedented...

Fabrice Grinda is a leading internet entrepreneur and investor with over 300 exits on 1100 angel investments. He was named the “#1 Angel Investor in the World” by Forbes. Fabrice has served as CEO for three multinational companies and has an impressive track record as an early investor in Alibaba, Coupang, Airbnb, Instacart, Flexport, Delivery Hero, and many more. Fabrice is currently a Founding Partner at venture fund FJ Labs. Fabrice has been a 3i Member since 2021. Listen to the episode...

Greg Waldorf is an entrepreneur, investor, and CEO. He is currently a Lecturer at Stanford Graduate School of Business and is the former CEO of Invoice2go and eHarmony. He also serves as a Senior Advisor at Sixth Street Partners and Concrete Rose Capital. He has been a 3i member since 2022. Listen to the episode to hear: - Lessons learned as CEO of eHarmony & Invoice2go - Essential components of successful entrepreneurship - Investment approach & strategies Learn more at...

Mark Gerson is an investor, businessman, and philanthropist. He Co-Founded Gerson Lehrman Group (GLG), and most recently, 3i Members. Mark is also the Co-Founder and Chairman of United Hatzalah, a network of volunteer medics in Israel, and the African Mission Healthcare Foundation. Listen to the episode to hear: - 3i deal process - Mark's philanthropic philosophy - Characteristics of entrepreneurial success Learn more at 3imembers.com and follow us on LinkedIn for updates. Subscribe to...

The first episode of the “Founder Spotlight” is with 3i Members CEO/Co-Founder Teddy Gold. A Middlebury College graduate with a degree in Political Science, Teddy’s experience spans Investment Banking, Private Equity, Venture Capital, and Startups. After meeting Mark Gerson (GLG) and Billy Libby (Goldman Sachs, Upper90) in 2021, Teddy launched 3i Members, which has become a global network of over 375 founders, fund managers, and family offices that facilitates over $25m per month in...