an era defined
Dan’s Wall Street career began in 1987, a year in which the Black Monday crash of October served as his welcome to the scene. He was active in leveraged finance for several years, participating in many of the high-profile buyouts and innovative leveraged structures of the succeeding era. Focusing in on media and technology in 1994, while expanding his activities to equity, M&A, strategic development and entrepreneurship, Dan has witnessed the transition of traditional to new media, wireline to mobile, decentralized applications to the cloud, and the influence of social media and data on all segments. Dan has worked with and helped to finance startups, growth platforms and mature companies in this continuously changing field.
Approximately half of Dan’s finance career was with BMO Capital Markets, where, as managing director, he started and helped to build out the institution’s U.S. media investment banking practice. Since leaving BMO Capital Markets in 2002, Dan has been a managing director with two New York based boutique firms founded and run by veterans of established organizations such as Donaldson, Lufkin & Jenrette, Bank of America and Citigroup. Dan founded the predecessor firm of CoRise – DreamTigerEquities – at the end of 2009, where he was joined by some of his current colleagues in CoRise.
Dan’s experience has taught him some fundamental precepts: everything changes, many things relate, and some things repeat. Knowing which of these things is which and how to navigate the concurrent dynamism and unity is a critical success driver in both technology and capital markets, which are connected.
Dan graduated from Cornell University in 1986 with a B.A. in English, and he earned his M.B.A. cum laude from Fordham University in 1990. He has been an Advisor to the Dean of Computing and Information Science (CIS) at Cornell University, headed up the finance sub-committee of Cornell's Arts & Sciences Career Connections, and currently serves on the advisory council of Entrepreneurship@Cornell.
In 2013, Dan published The Age of Convergence, a collection of essays on what he believes to be a major new economic era, rooted in information processing and its connected systems at the intersection of media, commerce, markets and digital technology.
After completing his graduate business degree in 1992, Dennis joined Goldman, Sachs & Co. in New York as a fixed income derivatives specialist. At Goldman, Dennis structured and sold complex derivative products to major U.S. buy side institutions, including hedge funds. Dennis later served as Head of Goldman’s Korea fixed income operations.
After leaving Goldman in 1996, Dennis and an ex-Goldman colleague created Asia’s very first hedge fund that invested in relative value fixed income strategies. Subsequently, Dennis joined the MBS-TBA trading efforts of Deutsche Bank in New York, where in 1997 he became head of mortgage-backed securities trading at Pedestal, the electronic trading startup that Deutsche Bank sponsored together with Reuters.
Most recently, Dennis was the Co-Founder and is currently a Managing Member of Treesdale Partners, a New York based hedge fund, money management, and trading platform focused on special opportunities in the fixed income and other capital markets.
Dennis serves on Cornell University’s Dyson School of Applied Economics and Management’s Undergraduate Program Advisory Council. He received his M.B.A. in Finance from the University of Chicago’s Graduate School of Business and a B.A. in Government from Cornell University’s College of Arts and Sciences.
At Morgan Stanley, Katina worked in the Media/ Communications Group where she advised both large and emerging companies on capital raising and M&A. Katina spent two years as a senior banker in Morgan Stanley’s office in Frankfurt, Germany, where she worked with many European communications and media companies.
Prior to Morgan Stanley, Katina practiced law in New York with Sullivan & Cromwell. After Morgan Stanley, Katina was Managing Director with Needham& Co, a boutique investment bank in New York. Most recently, Katina was a Senior Advisor to one of the predecessor firms of CoRise (DreamTigerEquities), and has worked with a number of entrepreneurial companies.
Katina currently serves as a Senior Mentor in the CED’s Venture Mentoring Serivices, a mentoring service for start-up companies that is run in conjunction with MIT.
Katina received an undergraduate degree in Economics from Duke University, a J.D. degree from the University of Virginia, and an MBA from George Washington University.
Robert’s involvement in the Internet sector and its assortment of technologies and services dates back to the advent of this disruptive sector. He was a founding partner of CoRise at its inception and is a leading industry research analyst.
In 2000, Bear Stearns recruited Robert to augment the Technology, Media, and Telecom research team. While Robert started primarily on traditional technology companies, he soon added a wide assortment of Internet companies to his coverage universe. It was here that he discovered the greatest concentration of emerging models and was inspired by the opportunities rapidly arising. Robert became an Institutional Investor-ranked analyst from 2003 until he left the sell-side in 2008, and was ranked as one of The Wall Street Journal’s “Best on the Street.”
Robert has made multiple appearances on CNBC, and has been frequently quoted in The Wall Street Journal, The New York Times, and industry publications. He has also met with and interviewed leading technology CEOs, including Eric Schmidt and others. Robert has earned a Chartered Financial Analyst (CFA) designation, and is a member of the NY Society of Security Analysts. He resides in Connecticut with his wife and children.