Institute for Private Investors

Description

The Institute for Private Investors is a private membership organization that provides peer-to-peer networking and investor education for its members. The group is open to high-net-worth individuals, or families with minimum investable assets of US $30 million or more. Founded: 1991 Parent organization: Cogora Limited

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Institute for Private Investors Employees

Employee
Years
Job
Industry
Debra Kuang Debra Kuang San Francisco Bay Area Details
Debra Kuang's Institute for Private Investors Experience September 2010 - December 2012
Job Investment Associate at Wetherby Asset Management
Industry Education Management
Experience
Wetherby Asset Management  January 2015 - Present
Wetherby Asset Management  January 2013 - December 2014
Institute for Private Investors   September 2010 - December 2012
UC Berkeley Mechanical Engineering Student Services Office   August 2007 - December 2009
UC Berkeley  August 2007 - December 2009

Skills
Data Analysis, Microsoft Excel, PowerPoint, Social Networking, Microsoft Office, Research, Google Docs, Outlook, CRM

Education
University of California, Berkeley
B.A., Economics

Cynthia Reilly Cynthia Reilly Greater New York City Area Details
Cynthia Reilly's Institute for Private Investors Experience November 2000 - November 2009
Job Conference & Event Planning Professional
Industry Financial Services
Experience
Federal Reserve Bank of New York  January 2014 - Present
Central New York Regional Planning and Development Board  February 2011 - September 2013
Rapid Response Monitoring  January 2010 - January 2011
Institute for Private Investors   November 2000 - November 2009
Appalachian Christian Village  April 2000 - August 2000
Alliance Capital Management  November 1998 - February 2000
JP Morgan Investment Management  February 1998 - October 1998
JP Morgan & Company  July 1997 - January 1998

Skills
Financial Modeling, Event Management, Administrative..., Strategic Planning, Public Speaking, Training, Event Planning, Negotiation, Management, Time Management, Human Resources

Education
Berkeley College   1995 — 1997
Associate of Arts (A.A.), Business Administration

Rutherford High School   1989 — 1993

Thomas DePierro Thomas DePierro Greater New York City Area Details
Thomas DePierro's Institute for Private Investors Experience May 2015 - Present
Job Design and Production Manager at Institute for Private Investors
Industry Design
Experience
Institute for Private Investors   May 2015 - Present
McGraw-Hill Professional (US)   February 2007 - February 2015
Macmillan/McGraw-Hill  2004 - 2006
Hylas Publishing  2002 - 2004
Aviation Week & Space Technology Magazine   2001 - 2002

Skills
Graphic Design, Adobe Creative Suite, Mac OS X, Publishing, Books, Illustration, Layout, Advertising, InDesign, Illustrator, QuarkXPress, Photoshop, Photography, Pre-press, Print Production, Book Design, Art Direction, Kicking Ass, Art, Logo Design, OS X, Publications, Multimedia, Typography, Digital Photography, Adobe Acrobat, Posters, Brochures, Catalogs, Editorial, Design

Education
New York University   2003 — 2003
B.F.A., Design

State University of New York at Purchase, NY   1998 — 2002
B.F.A. Fine Arts - Concentration in Design, Graphic Design, Painting

Daniel Gottlieb Daniel Gottlieb Wilmette, Illinois Details
Daniel Gottlieb's Institute for Private Investors Experience January 2011 - Present
Job CIO
Industry Financial Services
Experience
Glen Eagle Partners   2005 - Present
Institute for Private Investors   January 2011 - Present
AMS Planning & Research  August 2001 - September 2005

Skills
Hedge Funds, Private Equity, Venture Capital, Due Diligence, Real Estate, Family Office, Investor Relations, Investor Reporting, Investor Education, Investment Portfolio, Intergenerational..., Equity Capital Markets, Behavioral Finance, Alternative Investments

Education
Yale University   1999 — 2001
Master of Business Administration (M.B.A.), Strategy and Organizational Behavior

Swarthmore College   1992 — 1996
Bachelor's Degree, Religion/Religious Studies

Ginny Gustafson Freeman Ginny Gustafson Freeman San Francisco Bay Area Details
Ginny Gustafson Freeman's Institute for Private Investors Experience 2012 - 2013
Job Entrepreneur and Sole Proprietor PixElation! LLC
Industry Management Consulting
Experience
PixElation! LLC   2011 - Present
Institute for Private Investors   2012 - 2013
Independent Contractor  1997 - 2012
Lexmark  1991 - 1997
One Moment in Time   1990 - 1993
IBM  1979 - 1991
Bank of America  1976 - 1979
Arthur Andersen & Co.   1975 - 1976

Education
Purdue University   1971 — 1975
Bachelor of Science; Krannert School of Mangement, General Business Administration and Management

Academy of Art University   2011 — 2011
Digital Photography; Photoshop

Prakshi O'Connor Prakshi O'Connor San Diego, California Details
Prakshi O'Connor's Institute for Private Investors Experience May 2006 - August 2006
Job Cybersecurity
Industry Information Technology and Services
Experience
Booz Allen Hamilton  2015 - Present
AOL  2013 - 2015
MorganFranklin Consulting  2011 - 2013
PricewaterhouseCoopers  2010 - 2011
PricewaterhouseCoopers  2007 - 2009
Institute for Private Investors   May 2006 - August 2006

Skills
Project Management, Enterprise Risk..., Business Process..., Management Consulting, SAP Security, Sarbanes-Oxley Act, Instructor-led Training, Information Assurance, Segregation of Duties, Security, Program Management, Business Process, SAP Implementation, Governance, Information Technology, SDLC, Management, ERP, Consulting, Analysis

Education
University of Pennsylvania   2003 — 2007
BSE, Electrical and Systems Engineering

Len Costa Len Costa Greater New York City Area Details
Len Costa's Institute for Private Investors Experience August 2007 - April 2009
Job Managing Director, Rooney & Associates
Industry Online Media
Experience
Rooney & Associates   January 2015 - Present
CFA Institute  October 2009 - January 2015
Freelance  April 2008 - November 2009
Institute for Private Investors   August 2007 - April 2009
Institutional Investor magazine  September 2006 - August 2007
Rodale  March 2006 - August 2006
HNW, Inc.   July 2003 - March 2006
Sandow Media (previously Worth Media LLC)   February 2000 - April 2003
Time Inc.  1998 - August 1999

Skills
Social Media, Editorial, Blogging, Editing, Strategic Planning, Content Management, Product Development, Digital Media, Social Networking, Publishing, Mobile Applications, Content Strategy, Digital Strategy, Copy Editing, Copywriting, Publications, Nonprofits, Investments, Marketing, Strategy, Integrated Marketing, New Media, Facebook, Newsletters, Online Publishing, Feature Articles, Magazines, Multimedia, Online Marketing, Strategic Communications, Corporate Communications

Education
Columbia University - School of International and Public Affairs   1996 — 1998
Master's Degree, International Affairs

Université Paris-Sorbonne   1995 — 1996
Diplôme, études de civilisation française

University of Virginia   1990 — 1993
B.A., Government, minor in French Language & Litterature

Carlynton   1985 — 1989
High School Diploma

Katie Lefkowitz Katie Lefkowitz Boston, Massachusetts Details
Katie Lefkowitz's Institute for Private Investors Experience May 2010 - August 2010
Job MBA Candidate at Harvard Business School
Industry Consumer Goods
Experience
The Boston Consulting Group  September 2011 - August 2014
Institute for Private Investors   May 2010 - August 2010
Wildheart Films   July 2009 - December 2009
Duane Morris LLP  June 2008 - August 2008

Skills
Strategic Consulting, Business Modeling, Business Development, CHAID, Emerging Markets, Analytics, Millennials, R&D Planning, New Product Release

Education
Harvard Business School   2014 — 2016
Master of Business Administration (M.B.A.)

University of Pennsylvania   2007 — 2011
B.A., Biological Basis of Behavior (Neuroscience, Biology, Psychology), Marketing/Consumer Psychology

University of New South Wales   2009 — 2009
Study Abroad Student

Tammy Scholtes Tammy Scholtes Greater New York City Area Details
Tammy Scholtes's Institute for Private Investors Experience April 2012 - October 2012
Job Director of Conference Programming at Crain Communications
Industry Events Services
Experience
Institute for Private Investors   April 2012 - October 2012
Spintelligent   October 2011 - April 2012
SourceMedia  December 2008 - September 2011
Energetic Communications   June 2007 - December 2008
Richmond Events  February 2004 - June 2007
American Media  March 2003 - February 2004
Manhattan Center Studios  April 1996 - March 2003
Venture Productions  February 1995 - March 1996
Post Edge  April 1993 - February 1995
Rite Aid Corporation  May 1992 - March 1993

Skills
Event Planning, Event Management, Live Events, Public Speaking, P&L Accountability, Electronic Marketing, Staff Management, Marketing, Marketing Strategy, Social Media, Marketing Communications, New Business Development, Strategic Planning, Social Media Marketing, Account Management, Advertising, Management, Sales, Media Relations, Editing, Sponsorship, Leadership, Corporate Communications, Start-ups, Budgets, Digital Media, Copywriting, Trade Shows, Integrated Marketing, Business Development, Strategy, Project Planning, Lead Generation, Video, Strategic Partnerships, Online Marketing, B2B, Public Relations, Social Networking, Television, Program Management, Publishing, Email Marketing, Direct Marketing, Digital Marketing, Content Strategy, Online Advertising, Digital Strategy, Conference Programming, Speaker Acquisition

Education
Elizabethtown College
BA, Communications

Sally Christie Sally Christie Toronto, Canada Area Details
Sally Christie's Institute for Private Investors Experience 2002 - 2003
Job Author and Independent Consultant
Industry Writing and Editing
Experience
Independent Consultant  May 2014 - June 2014
Independent Private Sector Development Expert   January 2014 - March 2014
OTF Group  2004 - 2008
Institute for Private Investors   2002 - 2003
Nicholson International  1998 - 2000
Korean conglomerate and media companies   1994 - 1997

Skills
International..., Strategic Planning, Market Entry, Project Management, Value Chain Analysis, Emerging Markets, Private Sector..., Sub-Saharan Africa, Caribbean

Education
University of Pennsylvania - The Wharton School   2000 — 2002
MBA, Operations + International Finance

McGill University   1990 — 1993
Bachelor of Arts (BA), Anthropology and International Development

Brion Dinges Brion Dinges Greater New York City Area Details
Brion Dinges's Institute for Private Investors Experience September 2004 - April 2006
Job Executive Assistant
Industry Executive Office
Experience
9/11 Memorial and Museum   August 2011 - June 2015
StoryCorps  October 2008 - August 2011
Empire Valuation Consultants, LLC   May 2006 - May 2008
Institute for Private Investors   September 2004 - April 2006
American Red Cross in Greater New York  March 2002 - April 2003
Cushman & Wakefield  February 1997 - March 2002

Skills
Research, Nonprofits, Macintosh Applications, Microsoft Office, Museums, Social Media, Public Speaking, Supervisory Skills, Macintosh hardware, Training, Assisting Executives, Coaching Staff, Galaxy Ticketing, Mentoring, Human Resources, Directing Teams, Reception Areas, Customer Service..., Team Leadership, Social Media Marketing, Digital Media, Video Editing, Community Outreach, Budgets, Event Management, Coaching, Teaching, Microsoft Excel

Education
Thomas More Prep - Marion High

University of Kansas
Communication

Michael Ryzewic Michael Ryzewic Greater New York City Area Details
Michael Ryzewic's Institute for Private Investors Experience June 2004 - July 2004
Job CoFounder and CTO at RosieApp
Industry Financial Services
Experience
RosieApp  October 2012 - Present
G2FinTech   November 2011 - Present
GFT Technologies AG  October 2011 - December 2011
Avenue Capital Group  2008 - December 2011
G2 Systems LLC  January 2011 - October 2011
G2 Systems LLC  January 2009 - December 2010
G2 Systems LLC  November 2007 - December 2008
Columbia University  February 2006 - August 2006
Institute for Private Investors   June 2004 - July 2004

Skills
Fixed Income, Hedge Funds, Technology Start-up, Consulting, Databases, Advent, Alternative Investments, Java, Equity Derivatives, SQL, Python, Asset Management, Portfolio Management, Bloomberg, Credit Derivatives, VBA, Equities, Derivatives, Electronic Trading

Education
Columbia University in the City of New York   2002 — 2007
B.A., B.S., Astrophysics, Mechanical Engineering

Dartmouth College - The Tuck School of Business at Dartmouth   2006 — 2006
Summer Program, Tuck Business Bridge Program

Natalie Kelly Natalie Kelly New York, New York Details
Natalie Kelly's Institute for Private Investors Experience May 2008 - August 2008
Job Analyst at The Endicott Group
Industry Venture Capital & Private Equity
Experience
The Endicott Group   June 2013 - Present
Macquarie Capital (USA)   August 2010 - May 2013
Standard Chartered Bank  May 2009 - August 2009
Institute for Private Investors   May 2008 - August 2008

Skills
Financial Modeling, Financial Analysis, M&A experience, Microsoft Office, CFA Level III Candidate

Education
University of Pennsylvania - The Wharton School   2006 — 2010
BSc Economics, Finance, Minor in East Asian Languages and Civilization

Ercole Volonnino Ercole Volonnino Greater New York City Area Details
Ercole Volonnino's Institute for Private Investors Experience July 2007 - August 2007
Job Portfolio Manager
Industry Investment Management
Experience
Barnegat Fund Management   June 2009 - Present
The Wharton School  September 2008 - May 2009
Institute for Private Investors   July 2007 - August 2007

Skills
Portfolio Management, Risk Management, Fixed Income Trading, Interest Rate..., FX trading, Hedge Funds, Asset Management, Arbitrage, Bonds, Bloomberg, Trading, Fixed Income, Relative Value, Derivatives, FX, Swaps, Corporate Finance, Alternative Investments

Education
University of Pennsylvania - The Wharton School   2005 — 2009
BS, Finance, Management, Decision Processes

University of Pennsylvania   2005 — 2009
BS

Colegio Internacional de Carabobo   1992 — 2005

Pete Sutherland Pete Sutherland San Francisco Bay Area Details
Pete Sutherland's Institute for Private Investors Experience June 2011 - Present
Job VicePresident, Membership and Client Services at Institute for Private Investors
Industry Executive Office
Experience
Institute for Private Investors   June 2011 - Present
USS Hornet Museum  2007 - 2010
Oakland Aviation Museum   2005 - 2007
San Francisco Maritime Park Association   2000 - 2004
Groove Unit   1995 - 2000
Western Athletic Clubs, Inc.   1987 - 1989

Skills
Investment Advisory, Investment Management, Equities, Asset Management, Leadership, Alternative Investments, Hedge Funds, Investments, Private Equity, Portfolio Management, Entrepreneurship, Wealth Management, Strategic Planning, Leadership Development, Due Diligence, Nonprofits, Philanthropy, Public Speaking, Fundraising, Asset Allocation

Education
Muskingum College   1982 — 1986
Bachelor of the Arts, Speech Communication