Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Lists including Dan
Work Experience
2024
Head of Structured Finance and Managing Director
2024
Leading Structured Finance at Cadma, a novel Apollo credit platform for partnerships with the venture ecosystem
2019 - 2024
Head of Venture Credit and Managing Director
2019 - 2024
Co-led a private credit strategy in the fintech space including insurance-related companies at Cohen and Company (NYSE: COHN), a trailblazing structured credit platform
2019 - 2024
Partner, Fintech Ventures
2019 - 2024
Founded a growth fintech fund with Betsy Cohen (Bancorp Founder) investing in 18 companies with three exits, including H20.AI, Sure, Socure, BillGO, Maxwell, Curve, Nova Credit, Duetti, Zeal, Ocrolus, Taulia (Acquired by SAP), Instnt, Clickswitch (Acquired by Q2), Arcus (Acquired by Mastercard), Greenwood, Arta Finance. Critical SPAC deal team member originating and underwriting five fintech or financial service SPAC business combinations totaling $8bn in enterprise value including Perella Weinberg, Payoneer, Paya (acquired by Nuvei), Shift (merged with CarLotz), and Metromile (acquired by Lemonade).
2017 - 2019
CEO and Co-Founder
2017 - 2019
Founded the first company seeking to offer fractional interest in art, backed by Adam Lindemann and Marc Glimcher, and using a structured blockchain enabled art backed token as well as a Reg A+ art security. Pioneered NFTs, RFTs, and other decentralized blockchain-related projects with Hayden Adams (uniswap founder), Ben Pieratt, and Billy Rennekamp with our EIP-1633: Re-Fungible Token Standard (RFT) - https://eips.ethereum.org/EIPS/eip-1633.
2016 - 2017
Portfolio Manager - Fintech 1.0 Credit
2016 - 2017
Led the first institutional fund focused on Fintech 1.0 credit with algorithmic strategies formed by quantitative and qualitative non-standard data sets
2014 - 2016
Co-Founder (Acquired by CrossRiver Bank)
2014 - 2016
Co-Founded the leading data and analytics company for Fintech 1.0 credit culminating in an exit to CrossRiver Bank
2010 - 2014
Portfolio Manager - Structured Credit
2010 - 2014
Built and ran an RV/credit opportunities fund focused primarily on structured products and illiquid assets at Resource America (NASDAQ: REXI), a premier alternative asset management company
2006 - 2010
Proprietary Credit and ABS Trading - Head of CLO Prop Trading
2007 - 2010
Critical member of the Portfolio Management Trading Group that evaluated and executed Barclays’ acquisition of Lehman Brothers, structured the C12 spin out, and traded in a proprietary context all securitized products including RMBS, CMBS, ABS, CDOs, and their synthetic counterparts
Credit and ABS Structuring
2006 - 2007
Structured cash, synthetic, and hybrid CLO/CDOs