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, heads up the finance sub-committee of Cornell's Arts & Sciences Career Connections, and serves on the advisory council of Entrepreneurship@Cornell.
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.
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.
As co-founder and CEO of Changeling Software and Heliotrope Studios (sold to THQ, Inc.), Andrew developed award-winning products that were recognized globally for their innovation. He later founded Axiom8, a pioneering converged-network communications company that was instrumental in the development of the standards and protocols used today in VoIP communications, as well as video compression and VoIP to PSTN connectivity that now enable multimedia communication in large-scale environments.
In 2001, Andrew formed Illuminated Partners, an R&D laboratory of next-gen technologies in the area of pattern recognition (facial recognition, biometrics, access control and authentication technologies, target acquisition, encryption, and artificial intelligence). In 2004, he co-founded and became CEO of IGA Worldwide, the first and largest dynamic in-game advertising company. IGA opened up an untapped and rapidly expanding advertising channel of over 500 million users.
Andrew has been inducted into the Game Hall of Fame and has been recognized as an innovator by the Connecticut Technology Council and the MIT Enterprise Forum. He has been a guest lecturer at Fordham, Columbia, Stanford, Yale, NYU, and the University of Connecticut, and he is the executive director of the Center for Global Information Security.
As a successful publishing executive, Mark started his media career in the late 90's leading blue chip sales organizations at such iconic media brands as Vanity Fair, Spin, Maxim, and Bauer Media’s In Touch and Life&Style Weekly – two of the largest newsstand sellers in America. Mark was one of the first publishers to expand the print advertising business by developing digital platforms for magazine brands.
Oltarsh went on to become Chief Revenue Officer of Betawave, the first attention based digital advertising network. He left Betawave when he was tapped to become the first chief revenue officer of Thrillist.com. Under Mark’s lead, Thrillist transformed from a digital publisher working with only beer and spirits marketers into a major media brand doing business with every key category of Blue Chip advertising.
Mark is currently the Founder & CEO of TrafficJam, a technology-driven data analytics platform that tracks music artist audiences in real-time and executes media and social media campaigns when and where users are interacting with the artist’s content. He attended the Berklee College of Music and was a studio musician, producer and published songwriter prior to his career in media.
In the course of his career in payments, David has worked with and consulted both large and small firms, domestically and internationally. He has a passion for new technologies and their commercial application, speaks and moderates panels at industry events such Merchant Advisory Group mid-year conference, the Card Not Present Expo, and Money2020. He runs Broadly Curious Advisors, which helps firms profitably navigate the changing world of payments and mobile commerce.
David received his MBA from the University of Chicago Booth School of Business and his BA from Binghamton University. He has completed coursework at the Universities of Copenhagen, Denmark and Grenoble, France.
His groundbreaking dissertation was one of the first to develop predictive algorithms for Internet and new technology adoption rates which is still in use today. First as a consumer technology advisor to AT&T, ADP and Time Warner, he went on to create Bolton Research Corporation. That company established itself as one of the leading media metrics and audience analytic firms in the United States. BRC has worked with NBC, CBS, ABC, The New York Times, Greater Media, Hearst Corporation, Clear Channel, MTV, VH1, Lincoln Financial, Cox Communications, Viacom, Desportes, Corus Media, Gannett, and other media companies throughout the US and Canada. As a partner in Liberty Broadcasting, the company identified, acquired, developed and sold seventeen different media properties over the past fifteen years.
His passion for new technologies, emerging concepts in media metrics, and advertising effectiveness has made him a frequent speaker and guest lecturer at conventions and universities. Ted Bolton received a BA in Psychology from Ohio Wesleyan University, MA in Communication from Temple University, and a PhD in Marketing/Communication from The Ohio State University. He has taught at The University of Massachusetts, St. Joseph University and Ohio State University. He is currently an Adjunct Professor in the School of Business at the University of Miami. He has published articles in both business and academic journals as an expert in emerging media trends and changing patterns of audience media consumption.
Armand started his Wall Street career in investment banking but soon transitioned to equity research covering the satellite communications industry. Armand became the lead analyst covering the industry for Bank of America, and later Solomon Smith Barney where he also covered the wireless tower industry. He earned numerous honors as a research analyst including being named to the Institutional Investor “All American” team three times (2000-2002) and the Wall Street Journal “All Star” team. He was also ranked the top satellite industry analyst by Greenwich Associates.
In 2003, Armand became president of Near Earth LLC, a boutique investment bank specializing in the satellite, media and telecom industries. An avid mountain climber, he left his position at Near Earth LLC in 2007 to train for his dream of completing the ascent the highest mountain on each continent (“the 7 Summits”), which he accomplished with his ascent of Mt. Everest in May 2008. Upon returning from his mountaineering sabatical, Armand founded Summit Ridge Group, LLC. He regularly speaks at major industry conferences and has been frequently quoted in leading trade publications and by national publications as an expert in communications finance and in corporate governance.
Armand holds an MBA from Northwestern University’s Kellogg Graduate School of Management and a JD (cum laude) from its Law School. He also has an MA from Columbia University and a BA (with honors) from the University of Chicago. He is a member of the Federal Communications Bar Association. Armand is also a Chartered Financial Analyst (CFA) and a member of the New York Society of Securities Analysts where he chaired the Corporate Governance Committee from 2007-2009.
Armand is also an extensive reader of continental philosophy, a member of the board of directors of the Riverside Symphony, (2008-2011) and the formerly treasurer of the board of directors of the Foucault Society, (2004-2009) a non-profit organization devoted to providing philosophy educational events.
Jonathan Axelrod is a technology and media entrepreneur, as well as an active start-up adviser and angel investor. He is CEO of GeniusTV and Managing Director of the Entrepreneurs Roundtable Accelerator.
Previously, Jon was Co-Founder and Co-CEO of MusicGremlin, Inc. a New York-based venture-backed start-up, sold to Sandisk, Inc. in 2008. MusicGremlin was a pioneer in the delivery of digital media content direct to wireless devices. The company filed numerous patents and was recognized with multiple innovation awards for its products, including Time Magazine’s list of All-Time Top 100 Gadgets in 2010.
Prior to MusicGremlin, Jon was Co-founder and President of Music123, a first-mover musical instrument e-commerce company that – in less than four years – became one of the largest musical instrument retailers in the country. The company was sold in 2003 and is currently a brand of Guitar Center, remaining one of the largest e-commerce retailers in the category.
Jon started his career as a consultant at McKinsey & Company. While there he focused on e-commerce and financial institutions and also helped to launch one of the first e-commerce pharmacies. He holds an A.B. in Social Studies magna cum laude from Harvard University, and currently serves on the Board of Overseers of Beth Israel Medical Center in New York.
Dr. Aleks Jakulin is a repeat entrepreneur and pioneering innovator in technologies ranging from artificial intelligence to statistics and digital compression, in both business and academic settings.
Aleks has been president and cofounder of Ganxy, Inc. since 2009. Ganxy’s mission is to simplify selling and buying of information, content and entertainment online. Previously, in addition to founding another company, Aleks was an adjunct assistant professor in the Department of Statistics at Columbia University until 2010. Aleks’s Ph.D. dissertation won the ECCAI award for the best Ph.D. dissertation in artificial intelligence in Europe in 2005.
Aleks helped create some of the core standards of the Internet as a co-author of the PNG image format specification, and he developed a reference implementation of the JPEG-LS image compression algorithms, which have been used by rovers Spirit and Opportunity on Mars.
Andrew’s experience in media and communications spans over 25 years. After roles in film and TV production, Andrew worked with BMO Capital Markets, CIBC World Markets, BoNY and The Chase Manhattan Bank. He has also been a successful entrepreneur in financial technology and services.
In senior investment banking positions Andrew has successfully led notable financing and M&A transactions across the business information, software and media sectors. Andrew’s interest in these segments led to a hands-on operating role as founder of an integrated media start-up that focused on providing information and networking to angel investors and early-stage companies. Most recently, Andrew founded Anglosphere Ventures LLC to provide strategy and new business development advisory services to financial technology, business information and media companies.
His educational degrees include a BA in History and Economics from Connecticut College, and an MBA from Columbia 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.