Mr. Charles Ferguson

Charles Ferguson is a filmmaker and writer.  He is the founder and president of Representational Pictures, and the director and producer of Inside Job, winner of the 2011 Academy Award for Best Documentary Feature, and of No End in Sight: The American Occupation of Iraq, which was an Academy Award nominee as well. Time to Choosedirected by Ferguson and released in 2016 is the first comprehensive examination of how to address climate change and the bigger challenge of global sustainability. Ferguson’s latest film, Watergate, chronicles one of the biggest criminal conspiracies in modern politics and features a roster of some of the most important media, legal and political figures from the scandal, including Carl Bernstein, Bob Woodward, John Dean, Jill Wine-Banks and many others. Watergate premiered at Telluride Film Festival in September 2018 and will be shown in New York, DC, Chicago, and LA before its scheduled TV broadcast on HISTORY channel on November 2.

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Ms. Wendy Craft

Wendy currently holds the position of Chief Operating Office of Favara, LLC, a family office focused on real estate but allocating to other sectors which include pharmaceuticals, venture and certain areas of the tech industry.  The family office serves three generations of the family and is based in New York City.

Previously, Ms. Craft held the position of Executive Vice President and General Counsel for Fulcrum Equities, LLC, a single family office that invests in real estate and operating companies on its behalf.  The office handles the holdings of a real estate family and also co-invests with other family offices on a variety of projects around the world.

Previous to that, Ms. Craft worked with the Schneider Family serving as their Vice President and General Counsel and assisted them in separating the existing family office from the family’s operating company.  The Schneider Family is a prominent real estate family in New York and has a foundation that serves children’s charities around the world

Having received her BA from Kalamazoo College MI, Ms. Craft continued her education at Thomas Cooley Law School with a concentration in international law.  She also received the American Jurisprudence Prize Award in Conflict of Laws.  She then attended Georgetown University Law School and attained her LL.M. in Taxation.

Additionally, she is a member of many Family Office Associations.  She has served on the Advisory Board for Family Office Exchange.  She has also served as a committee member for the NYSSCPA Family Office Committee in New York and serves on the Steering Committee for the NYU Sterns Family Office Council.  She is a frequent speaker on Family Office Topics in the United States and abroad.

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Mr. Jonathan Granoff

Jonathan Granoff, President of the Global Security Institute, is an international lawyer and former professor of international law and serves as a Senior Advisor and Special Representative to the United Nations for the Permanent Secretariat of the World Summit of Nobel Peace Laureates. He is the Chair of the Task Force on Nuclear Nonproliferation of the International Law Section of the American Bar Association, and Ambassador for Peace and Security of the Parliament of the World’s Religions. He focuses his advocacy efforts on the legal, moral, political and spiritual dimensions of peace with a particular emphasis on the rule of law and the elimination of nuclear weapons.   He serves on numerous advisory and governing boards such as the NGO Committee on Disarmament, Peace and Security at the UN, Lawyers Committee on Nuclear Policy, Middle Powers Initiative, Parliamentarians for Nuclear Nonproliferation and Disarmament, and the Jane Goodall Institute. He is a Fellow in the World Academy of Arts and Science and recipient of numerous awards such as the Arthur E. Armitage, Sr. Distinguished Alumni Award of Rutgers University School of Law.  Mr. Granoff is the award-winning screenwriter of The Constitution: The Document that Created a Nation, and has articles in more than 50 publications and books including: The Sovereignty Revolution, Toward a Nuclear Weapons Free World, Imagining Tomorrow, Analyzing Moral Issues, Perspectives on 911, Toward a World In Balance, Reverence for Life Revisited, and Hold Hope, Wage Peace. He has been a featured guest and expert commentator on hundreds of radio and television programs, and testified as an expert in the US Congress, Parliaments of the UK and Canada, and at the UN numerous times He has represented the Nobel Laureate organization the International Peace Bureau at Nobel Laureate Summits and was nominated for the Nobel Peace Prize in 2014.

 

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Mr. Michael O’Rourke

Mike O’Rourke has spent 19 years of his two-decade long career in technology at Nasdaq. As Global Head of Machine Intelligence and Data Services, he leads Nasdaq’s machine intelligence Innovation Lab that combines proprietary data with advanced analytics and machine learning to produce high-impact results for customers, including Trading Insights and the Nasdaq Analytics Hub.

In addition to Machine Intelligence Michael is responsible for the data technology that powers Nasdaq’s US and global market data feeds, global index offerings (including the Nasdaq 100 and Nasdaq Composite) and critical market technology customers, providing world-class technology to exchanges across the globe.

Prior to joining Nasdaq Michael worked for IBM in their Global Services division, providing technology solutions to customers in the New York metro area.

He holds a Masters Degree in Software Engineering, and BS in Computer Science from Fairfield University. Mike lives in Southbury Connecticut with his wife, Mari and their three children. He enjoys photography, playing guitar and travel.

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Dr. Lora Saalman

Dr Lora Saalman is Vice President of the Asia-Pacific Program at the EastWest Institute. Her research focuses on China’s cyber, nuclear and advanced conventional weapon developments in relation to India, Russia and the United States. She completed her PhD at Tsinghua University in Beijing, where she was the first American to earn a doctorate from its Department of International Relations. Her doctoral studies and dissertation on the impact of U.S. and European sanctions on China’s and India’s military modernization were conducted entirely in Chinese. She has taught on related topics at Tsinghua University and at the Daniel K. Inouye Asia-Pacific Center for Security Studies, where she covered cybersecurity issues after having undergone technical training on hacker tools, exploits and incident handling, as well as ICS/SCADA security essentials. She has lectured widely on cybersecurity trends in the Asia-Pacific region and has written on the topic with “Integrating Cybersecurity and Critical Infrastructure: National, Regional and International Approaches,” “Rethinking China-Russia-U.S. Deterrence in Cyberspace,” “From Backdoor to Bridge: Japan as a Western Power in Cyberspace,” “New Domains of Crossover and Concern in Cyberspace,” “Little Grey Men: China and the Ukraine Crisis,” and “Pouring ‘New’ Wine into New Bottles: China-US Deterrence in Cyberspace.”

Among the first batch of Stanton Nuclear Security Fellows, Dr. Saalman was based in Beijing with the Carnegie-Tsinghua Center for Global Policy as an Associate within the Nuclear Policy Program of the Carnegie Endowment for International Peace. During her tenure, she headed seminar series for senior and emerging experts on China and Arms Control, China and South Asia, as well as China and Russia. She also served as an adjunct professor at Tsinghua University teaching courses in Chinese and English on Sino-Indian relations and diplomacy. Prior to this, she served as a Research Associate at the Wisconsin Project on Nuclear Arms Control in Washington, DC, as well as a Visiting Fellow at the Observer Research Foundation in New Delhi and the James Martin Center for Nonproliferation Studies in Washington, DC. While at the Monterey Institute of International Studies she earned a one-year fellowship to work at the Division of Safeguards Information Technology at the International Atomic Energy Agency.

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Ms. Marla Miller

EXPERIENCE

Marla has more than 20 years of experience in both the public and private sectors, practicing in the areas of federal, state, and local tax. As a member of the National Tax Office, Marla focuses on accounting method changes and is one of the firm leaders for Opportunity Zones.  She has been a frequent presenter at AICPA, TEI, and state accounting societies. Marla has also authored numerous articles regarding fixed assets, including those for CCH, The Street, and The Tax Advisor.

INDUSTRY FOCUS

Marla works with both multinational and domestic companies in various industries, including manufacturing and distribution, construction, real estate, financial services, retail, and restaurants.

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants

Pennsylvania Bar Association

EDUCATION

LL.M. The Dickinson School of Law

J.D., The Dickinson School of Law

M.B.A., Shippensburg University

B.S.B.A., Accounting, Shippensburg University

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Mr. Jonathan Conrad

Jonathan M. Conrad is the Chairman, CEO and founder of AdmieMobile LLC, an early stage software company.  He is the co-inventor of AdmieMobile’s peer-to-peer software, whereby data can cross multiple platforms in the mobile and desktop space in a secure and private/trust and verify environment, without storage in the cloud.  His patents are Systems and Methods for Establishing and Maintaining Virtual Computing Clouds and have been granted by the U.S. Patent and Trademark Office. The first patent was published on November 4, 2014 and a second Patent was published on March 14, 2017. A third related continuation patent was filed on March 13, 2017.  Mr. Conrad is a member of the National Committee on American Foreign Policy (NCAFP) cyber security round table which includes some of the nation’s leading experts in the field.  He has participated at West Point Military Academy’s Army Cyber Institute briefings.  He is also a frequent speaker on cybersecurity.  Mr. Conrad’s experience in senior management positions has been with organizations ranging from a large national bank, to operating a mid-size public company as an executive officer, to working with early stage companies, often as a principal or CEO in fields which usually included cutting edge technologies.

He was instrumental in the creation of the federal legislation enabling broad-based use of leveraged Employee Stock Ownership Plans (ESOPs).  As a commercial banking officer of a national bank, he testified before and worked with the Senate Finance Committee, chaired by Russell B. Long (D-La.). During the Reagan Administration, he was appointed to the Commercial Space Advisory Committee of the US Department of Transportation, created by executive order of the President and testified at a hearing before the US House of Representatives Committee for the Science and Technology Subcommittee on Space Science.  He served as a Senior Advisor to the original X PRIZE for space travel.  Mr. Conrad was a member of the “Harvard North Pole Discovery Centennial Commemorative Committee” to honor Robert Peary and Matthew Henson for their historic accomplishment for being the first to reach the North Pole in 1909.   In a related prime time PBS documentary, he appeared in “North Pole Promise”, a timeless story of these two iconic American explorers.  Mr. Conrad is a Medalist of The Explorers Club as well as a former Director and Officer. He has led discussions at the Club for a series of “green dinners” on the impact of certain food groups on health, climate change and wildlife. He also serves on the International Board of WildAid.org. Mr. Conrad is a graduate and Trustee of Washington and Jefferson College, and resides in New York.

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Mr. Itamar Nir

Itamar Nir is the Managing Director of Alignment Capital, a blockchain-focused hedge fund. Before joining Alignment Capital, Itamar was the CEO of Bazelet, a Long/Short equity hedge fund, a subsidiary of Israel’s biggest investment house, Meitav Dash, with over $30B under management. Itamar is an active lecturer of Statistics and Financial Instruments at the College of Management in Israel.

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Ms. Lisa Wheatley

Lisa Wheatley, Partner, Senior Research Analyst and Portfolio Manager, joined the firm in February 2014. Lisa is the lead portfolio manager for Healthcare Opportunities. She also contributes to the investment team’s fundamental research and due diligence process as a specialist in the healthcare sector, given her extensive experience and contacts in medical devices, genetic testing and biotech. Previously, Lisa spent five years as Co-Head of M&A at Life Technologies Corporation, a NASDAQ-listed life science company with $14 billion in market capitalization, later acquired by Thermo Fisher Scientific. In this role, she was responsible for analysis and recommendations of potential mergers, acquisitions, divestures, equity investments and other strategic partnerships for the management team thereby gaining valuable insight in the healthcare sector, especially genetic testing, drug discovery and development, and medical devices. Prior to that she was an Investment Analyst and Deal Originator at Silver Point Capital, an Associate at Tennenbaum Capital Partners, and an Associate with Oaktree Capital Management’s high yield research team. She started her career as an Analyst in J.P. Morgan’s Leveraged & Syndicated Finance Group. She earned a B.A. in Economics and a B.S. in Business Administration with a Finance concentration from the University of Richmond. Lisa has 17 years of investment experience.

https://www.nicpartners.com/lisa-wheatley/

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Mr. Felix Russo

 

EXPERIENCE

Felix is a partner in BDO’s Private Client Services division with over 20 years of experience in providing comprehensive tax compliance and consulting services for high net worth individuals and family offices. He also provides tax services for clients in a wide range of industries, with a focus on real estate ownership and development. In addition to client service, Felix spends a significant amount of time on internal functions revolving around the development of the firm’s professionals, quality control and recruiting.

 

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants

New York State Society of Certified Public Accountants – President of the Suffolk Chapter (2015-2016)

 

EDUCATIONAL BACKGROUND

B.S. – Accounting, Binghamton University

M.S. – Taxation, C.W. Post Campus of Long Island University

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