Thought Leading Speakers
Jason Bond
Managing Partner
Boole Microcap Fund

Jason Bond
Managing Partner, Boole Microcap Fund- Launched the Boole Microcap Fund in June 2020.
- Founded the Boole Fund in January 2014.
- Taught Managerial Economics and Investments as an adjunct professor at Seattle University, 2013-2015 (4 courses).
- Earned a master’s degree in Economics from the University of Pennsylvania, and graduated magna cum laude from Gonzaga University with an Honors B.A. in Philosophy.
Fun fact, I got to play professional basketball in Belgium for two years!
David Bukzin
Vice Chairman & Capital Markets Leader
Marcum

David Bukzin
Vice Chairman & Capital Markets Leader, Marcum
Under Mr. Bukzin’s leadership, Marcum has grown to become a top-ranked auditor of publicly traded companies (No. 5 in 2021) and a leader in audits of initial public offerings (source: Audit Analytics). He has also secured Marcum’s stature as one of the top auditors of special purpose acquisition corporations (SPACs), including representing the largest SPAC IPO on record.
Mr. Bukzin oversees a team of professionals in Marcum offices across the U.S. He has more than 20 years of experience advising clients on SEC policies, practices and procedures and has in-depth knowledge of registration and reporting requirements under the Securities Act of 1933 and the Securities Exchange Act of 1934, including navigating the evolving public reporting landscape.
Mr. Bukzin additionally serves as national leader of Marcum’s Cannabis Practice. He has assisted clients with regulatory compliance issues, complex deal structures, capital raising and strategic planning. He also is a member of the Firm’s Technology and Life Science & Biotech industry groups, where he has assisted clients in the areas capital raising, mergers & acquisitions and going public.
Serving on Marcum’s Executive Committee and New York Regional Management Committee, Mr. Bukzin further provides guidance for the Firm’s internal operations, strategic planning, practice development and client services.
Jenn Calabrese
Founder and CEO
Calabrese Consulting LLC

Jenn Calabrese
Founder and CEO, Calabrese Consulting LLC
Jenn Calabrese began her career at KPMG, LLP specializing in the Information, Communications and Entertainment industry, and amassing knowledge and experience that would guide her life's work.
Jenn also spent several years working for publicly traded companies, serving as Corporate Controller, Director of Accounting and SEC Reporting, Executive Vice President of Finance and Chief Financial Officer.
She specializes in SEC financial reporting, compliance, and consulting services to facilitate the reporting between auditors and public companies on behalf of clients. Jenn founded Calabrese Consulting, LLC ("CCL") in 2012, a minority/woman-owned, full-service accounting and advisory firm which currently employs over 50 employees, serving more than 350 clients around the world. She applies a hands-on approach that stems from her tenure on both the client and audit sides, and exemplifies her dedication to her craft.
Andrea Cataneo
Partner
Mitchell Silberberg & Knupp

Andrea Cataneo
Partner, Mitchell Silberberg & KnuppAndrea Cataneo is a partner in MSK's Corporate & Business Transactions Practice Group in the firm's New York office, and a member of the Capital Markets & Securities and Crypto Assets & Blockchain Technology teams as well.
Andrea’s practice focuses on preparing companies for capital raises, structuring secured and unsecured equity and debt financing transactions for early and late stage companies, and taking private companies public via self-registration statements and IPOs. Additionally, through her extensive relationships in the investment banking community, Andrea offers her clients introductions to targeted sources of capital.
She represents publicly-held companies with respect to 1934 Act reporting obligations to the Securities and Exchange Commission, and performs a variety of corporate transactions for her clients, including mergers and acquisitions, joint ventures, proxy contests, restructurings and corporate governance, NASDAQ and NYSE-American listing applications and all related compliance matters. Her practice covers domestic and international transactions, and she has been active in Italy, Mexico, Argentina, Canada, China, Israel and Kenya. Andrea has also been a leading voice in the Cannabis space, helping private and public clients navigate the developing legal landscape.
Andrea serves on the Boards of Together1Heart Foundation and the National Investment Banking Association.
Jamie Catherwood
Founder
Investor Amnesia

Jamie Catherwood
Founder, Investor AmnesiaMy name is Jamie Catherwood, and I launched Investor Amnesia in 2019 with the aim to merge two of my passions: finance and history.
I majored in History at King’s College London, and entered the financial services industry after graduating in 2017. After discovering the abundance of high-quality finance content (blogs, podcasts, etc.) online via Twitter, I noticed a gap in content solely devoted to financial history.
In 2018 I began writing a short series of articles on financial history that aimed to place current market events in historical context. To my surprise, they were well-received. From there I began posting my Financial History: Sunday Reads newsletter, which now hits some 14,000 inboxes each week.
Since these early beginnings I’ve gone on to give guest lectures for Jim Chanos’ course at the Yale School of Management, and had my work featured in the Wall Street Journal, Bloomberg News, Financial Times, CNBC and more. I’ve also made multiple appearances on both BloombergTV and Bloomberg Odd Lots podcast to discuss historical research.
Most recently, I launched an online financial history course (Bubbles, Manias & Fraud) that offers six hours of content taught by seven experts like Jim Chanos, William Goetzmann, etc.
Brian Chingono
Director of Quantitative Research & Europe Portfolio Manger
Verdad

Brian Chingono
Director of Quantitative Research & Europe Portfolio Manger, VerdadBefore joining Verdad, Brian worked at Dimensional Fund Advisors and Credit Suisse. Brian earned an AB from Harvard College and an MBA with honors from the University of Chicago Booth School of Business. As a graduate student, Brian co-authored two research papers related to Verdad’s investment strategy: Leveraged Small Value Equities and Forecasting Debt Paydown Among Leveraged Equities.
Mark Elenowitz
Managing Director
Digital Offering

Mark Elenowitz
Managing Director, Digital OfferingMark Elenowitz is a Wall Street veteran with over 30 years’ experience. He co-founded a boutique investment bank and its online capital formation platform BANQ® (www.banq.co), both which have been instrumental in laying down the framework for Regulation A+ offerings. The methodology Mark structed is what led the first successful Reg A + IPO to list on a National Securities Exchange-the NYSE- with other Reg A+ offerings following the blazing trail. He is a noted speaker at Small Cap and Reg A events, including the SEC Small Business Forum, and has been profiled in BusinessWeek, CNBC, and several other publications. Mark also is a member of the Depository Trust & Clearing Corporation (DTCC) Private Markets Executive Advisory Board tasked with developing DTCC’s new Digital Securities Management (DSM) platform. In addition, Mark is a member of the board of directors of the Long Island Capital Alliance and the National Investment Banking Association. He is a graduate of the University of Maryland School of Business and Management with a B.S. in Finance. He holds Series 24, 62, 63, 79, 82 and 99 licenses
Doug Ellenoff
Partner
Ellenoff Grossman & Schole

Doug Ellenoff
Partner, Ellenoff Grossman & Schole
Douglas S. Ellenoff, a member of Ellenoff Grossman & Schole LLP since its founding in 1992, is a corporate and securities attorney with a specialty in alternative financings, including, SPACs, M&A, PIPEs, RDs and Crowdfunding. In the last 10 years, he has been involved at various stages in numerous registered public offerings, including more than 100 financings and, hundreds of private placements into public companies. Since 2002, Mr. Ellenoff has been involved with over 250 SPAC IPOs and 60 business combinations.
Marc Gabelli
Chairman
Teton Advisors Inc.

Marc Gabelli
Chairman, Teton Advisors Inc.Mr. Gabelli serves as a member of our Board of Directors and Chairman since 2019 and served as interim Chief Executive Officer from October 2021 to April 2023 until Mr. Bondi's election. He also serves in various executive roles across affiliates. Since its formation, Mr. Gabelli has served as President and Director of GGCP, Inc., the parent company of the Gabelli organization. Among GGCP's investment advisory businesses, GGCP is the controlling shareholder of Teton Advisors, the controlling shareholder of GAMCO Investors, Inc. (GBL:NYSE), and Associated Capital Group, Inc. (AC:NYSE) where Mr. Gabelli was President at its formation through to. He is Chairman of the LGL Group (LGL: NYSE MKT) and the Gabelli Merger Plus Trust PLC (GMP: LSE) a London Stock Exchange listed company, and serves as a director of LICT Corporation. Mr. Gabelli has been Co-Chief Executive Officer of Gabelli Securities International Ltd, since 1994, Managing Partner of Swiss based GGCP since 2012 and GAMA Funds Holdings GmbH since 2010 and Gabelli & Partners Italia Sri. and Gabelli Value for Italy SPA (VALU: IM), a Milan stock exchange listed corporation at formation in 2018. A fund manager since 1990, Mr. Gabelli's focus is global value investments with portfolio assignments including alternative and traditional asset classes. Starting in the 1990's, Mr. Gabelli managed several Morningstar five star mutual funds in the United States and Canada. He managed the Lipper #1 rankedU.S. global equity mutual fund since inception, the Gabelli Global Growth, and in Canada managed the award winning Ifive star SVC O'Donnell Mid Cap Value fund since inception. In corporate matters, he assisted on various Gabelli group restructurings such as GAMCO's initial public offering in 1999 and the subsequent formation of AC in 2015. He built the Gabelli hedge fund platform, Gabelli & Partners, LLC, and expanded the business internationally, opening the GAMCO's London and Tokyo offices. In venture capital, Mr. Gabelli has been active in both early stage and growth investments as a fiduciary and as a General Partner, including OpNet Partners in 2001, a Gabelli venture capital fund focused on optical networking technologies. Today, he manages primarily alternative investments. Mr. Gabelli is active in a variety of charitable efforts in the United States, Europe and the United Kingdom. He began his career with Lehman Brothers International in equity research covering international telecommunications and metals mining and metallurgy10:13companies, and later in equity arbitrage including cross asset special situations. He received a Bachelor's degree in economics from Boston College, a Master's in Government from Harvard University with research conducted through the Davis Center focusing on Russian agricultural trade policy, an MBA from the Massachusetts Institute of Technology, and is a graduate of the Fordham Preparatory School in the Bronx, New York.
Rishi Khanna
CEO
Stocktwits

Rishi Khanna
CEO, StocktwitsRishi Khanna is the CEO of Stocktwits, the original social platform for individual investors and traders with 6M registered members. Before Stocktwits, Rishi was Managing Director at SS&C GlobeOp at SS&C Technologies Holdings Inc, where he had overall responsibility for sales, product, operations and strategic direction of a number of businesses serving the alternative assets industry. In 2007, Rishi co-founded and served as President of Novus, a global portfolio intelligence platform company that invented the art of portfolio intelligence, solving unique data and analytics challenges facing capital allocators and fund managers across liquid and illiquid investments.
Prior to co-founding Novus, Rishi was responsible for the development of the technology and product platforms for Gerson Lehrman Group. Rishi holds a B.S. in Computer Science from Cornell University.
Marc LoPresti
Founder
IDI/LoPresti Law Group

Marc LoPresti
Founder, IDI/LoPresti Law GroupMarc is a Wall Street veteran with over 25+ years’ experience in alternative investments, having started his career on the floor of the NYSE working for Lehman Brothers. Marc is currently: Co-Founder & Managing Director, IDI Group (a global multi-
family office focused on early-stage venture investments), Co-Founder & Managing Director, Moneta Advisory Partners (a “Venture Evangelism” platform), Co-Founder & Board Member, BattleFin Group (a leading alternative data company), and Co-Founder, Revolution Media Group (producer of the popular “Bulls, Bears & Blockchain” podcast).
Marc was also the founder of LoPresti Law Group, LLC, a leading securities law firm in New York focused on alternative investments.
A recognized market strategist and authority on alternative investments, Marc is a co-founder of Moneta Advisory Partners, LLC, a “venture evangelism” platform that raises awareness of a portfolio of growing public companies.
Marc appears regularly on CNBC, CoindeskTV, TD Ameritrade Network, Sirius XM Radio, Bloomberg, and Fox. He has been quoted in numerous publications including Forbes, Reuters, the Wall Street Journal, Investor’s Business Daily, and Barron’s, and is
a co-host and co-founder and co-host of proprietary programming including the popular “Rebels’ Edge” streaming show and the “Bulls, Bears & Blockchain” radio show. He is also a frequently featured speaker on investment panels at conferences around the world. Marc graduated from New York Law School in 1997.
Gene Massey
Founder
MediaShares

Gene Massey
Founder, MediaSharesGene is a regular speaker at Wall Street conferences and is known as an Internet marketing specialist. MediaShares’ methodology helps companies with online fans, customers, and affinity groups raise capital by selling their private and public shares directly to their online communities. Using its system and software in Regulation D and Regulation A+ securities offerings, both the stock issuer and its FINRA broker collect valuable data from their massive online community of shareholders.
For many years Gene directed TV commercials, receiving awards from Clio, The New York Festival, L.A. Art Directors, Worldfest, multiple Telly Awards and The Homburg. He worked personally for seven years with Ely Callaway, Chairman of Callaway Golf, creating over four hundred commercials that introduced and promoted the “Big Bertha” line of golf clubs. During the years that Gene worked with Callaway, their total sales increased from $21 million to $843 million.
Alex McClean
Partner
Harter Secrets & Emery

Alex McClean
Partner, Harter Secrets & Emery
Alex is a practical, results-driven attorney who finds creative solutions to close transactions and resolve his clients most sensitive legal issues. As Chair of the Firm’s Securities and Capital Markets practice group, Alex counsels domestic and foreign companies of all sizes, ranging from early-stage start-up companies to publicly traded companies, with market capitalizations in the tens of billions of dollars. He helps clients successfully raise capital both publicly and privately while navigating complex federal and state securities laws, NYSE and NASDAQ listing standards. Alex also advises public companies regarding their periodic disclosure obligations under federal securities laws, including advice regarding both contested and uncontested proxy solicitations and tender offers. He is a trusted counselor to boards of directors helping them navigate complex corporate governance issues while fulfilling their fiduciary duties to stockholders and complying with federal securities laws.
Alex counsels independent broker-dealers, investment advisers, investment banks and their representatives regarding compliance with federal and state securities laws and FINRA regulations. He has experience advising broker-dealers in connection with change-in-control transactions and navigating the FINRA continuing membership application process.
Alex advises both domestic and foreign companies, as well as foreign law firms, regarding compliance with federal and state securities laws in connection with equity compensation awards issued to U.S. employees.
Additionally, Alex advises companies on all aspects of mergers and acquisitions, with a focus on compliance with federal and state securities laws. He also drafts, negotiates and advises on behalf of clients with respect to all facets of the formation, ownership, operation, transfer and termination of business entities.
Jon Najarian
Co-Founder
Market Rebellion

Jon Najarian
Co-Founder, Market RebellionJon ‘DRJ’ Najarian was linebacker for the Chicago Bears before he turned to another kind of a contact sport – trading on the Chicago Board Options Exchange. He became a member of the CBOE, NYSE, CME and CBOT and worked as a floor trader for some 25 years. In 1990 he founded Mercury Trading, a market-making firm at the Chicago Board Options Exchange (CBOE), which he sold in 2004 to Citadel, one of the world’s largest hedge funds. In 2005 Jon co-founded optionMONSTER and tradeMONSTER, sold a majority stake to private equity firm General Atlantic Partners in 2014 & two years later sold the firm to E*Trade for $750M. Today, he is a host on a variety of mainstream financial news networks, a professional investor, money manager, market strategist and venture evangelist. Jon is also a co-host and co-founder of proprietary programming including the popular “Rebels’ Edge” streaming show and the “Bulls, Bears & Blockchain” radio show.
Jon is also chairman of a technology SPAC, an investor and senior advisor to IDI Group, LLC (a multi-family office) and co-founder of Moneta Advisory Partners, LLC, a “venture evangelism” platform that raises awareness of a portfolio of growing public companies.
Kai Sato
Founder
Kaizen Reserve

Kai Sato
Founder, Kaizen ReserveKai Sato is the founder of Kaizen Reserve, Inc., a venture capital advisory firm for corporations and family offices, helping align their existing assets with synergistic startups. He’s also a strategic advisor to select early-stage companies, including publicly-traded microcaps. He recently served as the co-president & chief marketing officer of Crown Electrokinetics (Nasdaq:CRKN), a smart glass technology company that combats climate change. He is also a fund advisor and the former entrepreneur-in-residence of Hatch, a global startup accelerator focused on helping feed the world through sustainable aquaculture technologies. He is the author of “Marketing Architecture: How to Attract Customers, Hires, and Investors for Any Company Under 50 Employees.” He is the creator of Caddyshack to Corner Office, a golf media platform that profiles successful people whose lives were transformed by caddying. Previously, he was the chief innovation officer of Rubicon Resources, which was acquired by High Liner Foods.
Prior to that, he spent several years as a co-founder and board member of FieldLevel, where he was recognized in the Los Angeles Business Journal's "Twenty in their 20s." He has been a contributor to publications like Inc., Entrepreneur, IR Magazine, Family Capital and HuffPost; he has also spoken at an array of industry conferences, including SXSW and has been quoted by publications like the Associated Press and The Los Angeles Times. Kai previously served as an independent board member of SportTechie, advises a range of startups, and mentors various accelerators, including Techstars. He is also the board chairman of the University of Southern California's John H. Mitchell Business of Cinematic Arts Program.
Joseph Shaposhnik
Portfolio Manager
TCW's New America Premier Equities Fund

Joseph Shaposhnik
Portfolio Manager, TCW's New America Premier Equities FundMr. Shaposhnik founded the TCW New America business unit and serves as Portfolio Manager for TCW New America Premier Equities. Mr. Shaposhnik previously served as Chairman and CEO of TCW Special Purpose Acquisition Corp. and as a Senior Equity Analyst in the firm’s Equity Research group. Prior to joining TCW in 2011, he was an Equity Research Associate at Fidelity Management and Research Company, where he followed the semiconductor and entertainment software sectors for the firm’s U.S. domestic equity funds. Mr. Shaposhnik holds a BS in Business Administration from the Haas School of Business at the University of California, Berkeley, and an MBA from the UCLA Anderson School of Management.
Chris Wood
Chief Risk Officer
RiskHedge

Chris Wood
Chief Risk Officer, RiskHedgeChris Wood is a 20-year market veteran and the chief investment officer at RiskHedge. He’s one of America’s most respected tech analysts and has the track record to prove it.
Chris runs the popular microcap investment advisory, Project 5X. He also coedits Disruption Investor with Chief Analyst Stephen McBride.
Some of Chris's biggest recent winners include a 251% gain on precision medicine play Personalis (PSNL)... a 376% gain on real estate disruptor eXp World Holdings (EXPI)... a 422% windfall in digital ad play Magnite (MGNI)... and a 399% win in display tech company Kopin (KOPN).