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A Unique 




Advisory Board Member

Cresset is a Boutique Family Office and Private Wealth Management firm serving CEO Founders, Entrepreneurs, Partners, Wealth Creators, HNW and multi-generational families across the nation. Cresset’s goal is to reinvent the way you experience wealth and well-being, giving you time to pursue what matters to you most. Cresset refers to Cresset Capital Management and all of its subsidiaries and affiliates. Cresset Asset Management, LLC provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC provides investment advisory services strictly to investment vehicles investing in private equity, real estate and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC are SEC registered investment advisors.

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Advisory Board Member

Monroe Capital is a private credit asset management firm specializing in direct lending and opportunistic private credit investing. Since 2004, the firm has provided private credit solutions to borrowers in the U.S. and Canada. Monroe’s market lending platform provides senior and junior debt financing to businesses, special situation borrowers, and private equity sponsors. Investment types include ultrafiche financings; cash flow, asset-based and enterprise value based loans; and equity co-investments. Monroe is committed to being a value-added and user-friendly partner to business owners, senior management, and private equity and independent sponsors.



Advisory Board Member

The Fyllo Compliance Cloud is a suite of enterprise-grade software and services powered by RegsTechnology, the largest database of cannabis laws and regulations at the federal, state and local level. We deliver advanced data, media and compliance solutions that are built for the complexities of highly regulated industries. Ambitious marketers and legal professionals choose Fyllo as their partner to go bigger and grow faster with trust and confidence in compliance.



Advisory Board Member

StoicLaneis building a $750M+ investment company to acquire controlling and strategic minority stakes in Finance, Insurance & Real Estate (“FIRE”) companies.




Our mission at ALTI is to make PE work for everyone. We have been fortunate to partner with some incredible institutions and have made tremendous progress in the year since ALTI was founded. We look forward to posting more information about the need for retail investor access to private equity and how ALTI plans to disrupt this massive, untapped industry.

Wellesley Asset Management

Advisory Board Member

Wellesley Asset Management (Wellesley) is an SEC registered investment advisory firm located in Wellesley, Massachusetts specializing in the management of convertible bonds through separately managed accounts, mutual funds, and private hedge funds. Managing assets of over $3 billion, Wellesley is a trusted advisor to a diverse client base serving high and ultra-high net-worth individuals, registered investment advisors, institutions, pensions, and other investment professionals. Founded in 1991 by Greg Miller CPA, Wellesley invests in convertible bonds deploying absolute return-seeking strategies. Additional information about the firm is available at



Advisory Board Member

p-Chip Corporation is a fabless semiconductor company based in Chicago. The p-Chip technology is a novel and disruptive foundational platform technology.
PCC provides digital authentication and securitization of global supply chain management for large industrial markets. The technology offers compelling economic and security benefits through its ability to uniquely and incorruptibly serialize any tangible items for authentication and tracking.



Chairman of the Advisory Board

InvestBev is the premier adult beverage investing fund in the food and beverage category.  General Partner Brian Rosen is a 30-year wine, beer, and spirit veteran who has held leadership roles at PricewaterhouseCoopers and Anheuser-Busch. The fund seeks to invest in two main conditional sectors.
1. The cash flowing brand(s) that needs a strategic alliance with industry veterans and support in marketing, sales, and distribution, M&A, and exit.

2. The Covid-19 impacted brand that is fundamentally strong but lacking sales because of current market conditions that are likely to continue for 12 to 18 months.
Growth Fund II is the second raise by InvestBev.  The first raise returned to approx.  3-4x IRR
The company leadership and the board are made up of industry leaders and the board is made up of industry leaders as well as leaders in finance, marketing, investing, and sales.



Chairman of the Advisory Board

Vertical Wellness is a leading vertically integrated consumer focused health and wellness brand company with innovative Hemp cannabinoid solutions. Our mission is to help people by bringing the most innovative and effective portfolio of cannabinoid (CBD and others) brands to the market. Initial VWEL brands include kathy ireland® Health & Wellness, Taos™, Lap Dog™, Par5™, Halogenix™, Wingra Farms™, Neutrate™, USMCC™, and Hemp-Moji™. VWEL Services™ leverages our extensive investment and team knowledge by helping the entire industry with strategic, financial, branding, sales and hemp processing solutions. Vertical Wellness has operations in California and Kentucky and cultivated over 1,800 acres of hemp on partner farms in 2019. The Company is one of the largest processors of Hemp globally with over 20 million lbs processed or contracted in 2020.



Advisory Board Member

OnePointOne will usher in a new era of automated food production and restore food’s role in the lives of humans. We aim to become essential infrastructure in the cities in the future, supplying urban populations with a safe, sustainable, and fresh food supply. Our goal is to feed 1.1 billion people by 2040.



Advisory Board Member

Life365 is a Digital Health as a Service (DHaaS) software platform that is a highly scalable, solution agnostic platform, driven by Engagement Analytics / AI to allow Enterprise Customers to Align, Integrate and Engage Patients.

Life365 integrates devices, systems, applications, education, and incentives to align with specific user needs to enable maximum engagement. This alignment promotes greater adoption and adherence, which results in lower healthcare costs and increased return on investment (ROI) for enterprise clients.

Life365 tackles the problems in the healthcare system with an integrated platform that is hardware and system agnostic utilizing a single interface. Similar to SaaS, our streamlined platform provides significant savings in time and money for installation and updates by unifying a range of disparate solutions in a more efficient and scalable manner.

The Life365 Platform is built on the core pillars of Integration, Alignment, and Engagement to provide a more complete and flexible way to deliver and consume healthcare that does not exist on the market today.

Life365 addresses our clients’ most pressing pain points: solution alignment with patient stratification, vetting solution efficacy and outcomes, solution distribution, and connecting with under-engaged users to increase adherence.

Life365 efficiently connects clinicians to remotely located patients to gather more actionable information from a greater population to get the best results.

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