Brian Finn has over 35 years of experience in financial services and private investments, largely at Credit Suisse (CS). He has also held a variety of corporate and philanthropic board roles. In 2013, Finn retired as Chairman and Chief Executive Officer of Asset Management Finance Corp (AMF) and as a Senior Advisor to CS. His private investment activity accelerated after that.
From 2004 to 2008 Mr. Finn was Chairman and Head of Alternative Investments (AI) at CS, one of the world's leading alternative managers with over $100 Billion Assets Under Management. Mr. Finn held many positions within CS and its predecessor firms, including President of Credit Suisse First Boston (CSFB), President of Investment Banking, Co-President of Institutional Securities, CEO of Credit Suisse USA and a member of the Office of the Chairman of CSFB. He was also a member of the Executive Board of Credit Suisse Group.
He began his career in 1982 as a member of the Mergers & Acquisitions Group (M&A) at The First Boston Corporation, ultimately becoming Co-Head of M&A in 1993. From 1997 to 2002 he was a partner at the private equity firm Clayton, Dubilier & Rice. He rejoined CS in 2002.Mr. Finn serves on of the boards of Scotts Miracle Gro and Owl Rock Capital. He is Chairman of Star Mountain Capital, a lower middle market credit investment firm. He is Chairman of Covr Financial Technologies, a tech enabled insurance provider. He is also an Investment Partner at Nyca Partners (Fintech VC).
John Gregory is an expert in quantitative methods of valuing securities and businesses and a successful entrepreneur. He serves as Managing Director of Princeps Capital Limited, a global private equity and investments firm, which he joined in 2017. In addition to leading Princeps’ due diligence function, he has structured investments ranging in size from small investments in technology startups to oil & gas transactions valued at over $10 billion.
He began his career at the Corporate Executive Board in Washington DC, where he held numerous positions including Senior Research Manager in the practice group for Chief Financial Officers of Fortune 500 companies. Subsequent to that he co-founded and served as CFO of TerraShare.com, a top 100 internet company, where he devised the company’s referral highly successful referral marketing program and led the company through two rounds of fundraising. John co-founded and sold a technology startup to Circuit City.
John also has extensive experience in developing quantitative strategies (including AI-based strategies) for hedge funds and has authored a number of white papers on various finance topics. He received an MBA (analytic finance, econometrics, and statistics) from The University of Chicago, Booth School of Business in 2003.
Stephen L. Norris is the Co-Founder and Chairman, Princeps Capital Limited. He has a highly successful 30 plus years track record in financial strategy, investing in and providing strategic business advice to portfolio companies, and analyzing and investing in public and private companies.
He was Co-founder of The Carlyle Group in Washington, DC. Carlyle is globally recognized as one of the world’s most successful private equity firms. Stephen played a leading role, along with Co-Founder David Rubenstein, in developing the Carlyle investment strategy and, together, they recruited the other Carlyle founding and senior partners. He served on the Boards of Directors of numerous Carlyle portfolio companies. Stephen has made, directed, or participated in buyouts, venture or innovative capital investments, real estate (hotels and offices), and private equity investments totaling more than $10 billion.
Stephen was appointed by President Bush, and confirmed by the U.S. Senate, to serve as one of five members of the Federal Thrift Investment Board, (the Board established to administer the Thrift Savings Plan, which is a retirement savings and investment plan for federal employees and members of the U.S. uniformed services). He has served on numerous corporate boards of directors. Stephen has led or participated in transactions in defense, banking, software and cybersecurity, entertainment technology, and hotels and hospitality.
David Sica is a Partner at NYCA Partners, a leading venture capital firm focused on connecting innovative companies to the global financial system. Notable exits he led include Affirm, Payoneer, Blend, Avid, Poynt (sold to GoDaddy).
Prior to joining NYCA, David was a Director at Visa Corporation, focusing on the merchant side of the business during a period of government regulation and new payment innovation. Before Visa, David worked at Merrill Lynch in Real Estate Investment Banking and Institutional Sales, specializing in emerging markets.
David is a graduate of The George Washington University.
Colin Stewart is a nonprofit industry veteran who has spent his career helping the nation’s leading organizations adopt new technologies, reach new audiences, and create deeper relationships with their supporters to raise more money and deliver on their missions.
Colin is the Chief Growth Officer of People First, the first company to source and distribute micro-influencer content across any digital channel at scale. He recently led Arjuna’s groundbreaking philanthropic practice, which enabled nonprofits to adopt new technologies and increase revenue more easily via philanthropic funding.
Prior to joining Arjuna, Colin led the Nonprofit Group at Merkle where he led a team that raised over $160M from 2.6 million unique donors annually for the leading nonprofit organizations in the country. During that time, he designed and executed go-to-market strategies that led to 45% revenue growth, modernizing, and diversifying the portfolio into new market segments and offerings. While at Merkle, Colin engaged with Arjuna on behalf of his clients and found that the increases in fundraising were so compelling that he joined Arjuna. He also served as Managing Director for Blue State Digital as well as various roles with Razorfish, Edelman, and Fleishman-Hillard.
He is proud to have worked with some of the leading nonprofits and brands in the world, including American Cancer Society, Boys & Girls Clubs of America, Harvard University, Kaiser Permanente, the NAACP, American Express, Apple, and the Green Bay Packers. He has been a guest lecturer at Harvard Kennedy School’s Institute of Politics.
Colin resides in Washington D.C. with his wife and two children.
