Tim Terry is General Counsel for Hartz Capital, Inc., the investment arm and single family office (“SFO”) of a prominent New York family, where he serves as the chief legal and compliance officer for a broadly diversified multi-billion dollar investment portfolio. Mr. Terry also serves on the Board of Directors of The Private Investor Coalition, Inc., a non-profit formed by and for SFOs to address legislative and regulatory issues impacting the SFO community. Prior to becoming an attorney, Mr. Terry worked for 8 years as a legislative director, press secretary and legislative staff member in the U.S. House of Representatives and for 3 years as a federal lobbyist for a number of business organizations and public agencies. Mr. Terry holds a B.A. in Government from the University of Texas at Austin and a J.D. from the University of California – Hastings College of the Law in San Francisco and is a Trustee of The Hastings Foundation. He is admitted to practice law in California and New Jersey.
Symphony Financial Partners
John Trammell is with Symphony Financial Partners as Managing Director, Global Strategic Relationships. Symphony is a Tokyo based Japanese deep value equity investor. Mr. Trammell was most recently a MD / Institutional Sales with Solovis, LLC., a leading institutional money management and analytics software platform. Prior to Solovis, Mr. Trammell was a member of the management committee at Novus Partners, a leading financial technology firm utilizing both public and private data for portfolio analytics.
John is currently the President of the NY Episcopalian Diocesan Trust. Trammell also serves on the Investment Committee of Episcopal Diocese of New York, is a member of the Investment Committee of Somerset Hills Learning Institute and St. James Parish. He is also a member of the Advisory Board at Tiedemann Investment Group.
He was previously the Global Co-Head of Asset Management at Cantor Fitzgerald Investment Advisors from December 2011 until 2015. Prior to joining Cantor, Mr. Trammell was the CEO of Cadogan Management, LLC, an asset management firm, a position he held from September 2007. Prior to joining Cadogan, he spent seven years at Investor Select Advisors, a hedge fund investment platform, where he served as the Chief Executive Officer. Mr. Trammell joined Investor Select Advisors from Argonaut Capital Management in New York, a global macro hedge fund, where he was Chief Operating Officer. Mr. Trammell began his career with the Hudson Institute, a New York-based think tank, where he served as a primary economic research assistant to Herman Kahn, the founder and a noted strategist. Mr. Trammell received a BA in History and Economics from DePauw University and studied at Waseda University in Tokyo, Japan.
Mr. Trammell is the co-author of several books and has written numerous articles for publication.
Colin Vidal has 15 years of fund industry and global asset management experience. Most recently, Colin was Executive Vice President in charge of European distribution at Bay Capital Management, an Indian Private Equity firm. Prior to Bay, Colin spent six years within the asset management and fund of funds team at Aforge Capital Management, where he was a hedge fund analyst and portfolio manager for several fund of funds.
Colin started his career in New York, with a hedge fund advisory firm where he was a hedge fund analyst and portfolio manager responsible for the creation of several fund of funds.
Colin holds an MBA from INSEAD in Singapore and a BA from Concordia University in Canada.
Ted Wang is CIO of Puissance Capital and brings with him 18 years of global equities trading and investing experience. Mr. Wang was a Partner of Goldman, Sachs & Co and during his 18-year tenure at the firm he held many leadership positions, mostly recently as Co-Head of US Equities Trading and Global Co-Head of One Delta Trading and a member of the Goldman Sachs Risk Committee. At his retirement, he was the most senior Chinese partner at the firm and was deeply involved in the firm’s strategy in China, where he developed extensive relationships with government officials, corporate and investing clients.
Mr. Wang has distinguished himself throughout his career at Goldman Sachs for successfully navigating many volatile markets. He also gained extensive operational expertise while managing various Goldman trading businesses globally, including operations, technology, credit and legal and compliance. Mr. Wang joined Goldman Sachs in 1996, was named Managing Director in 2002, and Partner in 2006.
Prior to joining Goldman, Mr. Wang co-founded Xeotron Corp., a company specializing in DNA biochips in Texas. He holds a PhD in Physics from the University of Minnesota, an MBA from the University of Texas, Austin, and a BS from Fudan University, China. He is co-chair of the board of trustees of the Museum of Chinese in America, a trustee of the China Institute, the Dunhuang Foundation, the Spence School, and a member of Committee of 100.
Anna-Marie Wascher is the founder and CEO of Flat World Partners, a global investment firm launched in 2015. Flat World builds customized investment portfolios focused on sustainability and impact investments that deliver a competitive market return. She has worked as a member of investment teams for several family offices and investment firms in the US and Europe with over ten years’ experience evaluating investment opportunities in venture and hedge funds. She is a venture partner to Aera, a venture fund investing in high growth early stage ventures defined by both purpose and profit, and an advisor for NYU Summer Launchpad for graduating student entrepreneurs and an advisor to TechStars Food to Fork Incubator.
Anna-Marie started her career with Accenture as a financial consultant in their London investment banking practice as well as supported Accenture’s socially responsible business arm. In 2009 Anna-Marie left Accenture to co-found Malaika For Life, a non-profit based in Tanzania focused on women’s development and malaria. Previously she also served as a Director at Cantor Fitzgerald. She has an MBA in corporate finance from Boston College, graduating with honors and an BA in finance with honors from University of Miami.
She recently co-founded YvesBlue, a data analytics and reporting platform providing better transparency and analysis of ESG and impact of your portfolio.
