of our specials guests of honor and my personal comments
Comment. As soon as I met Bob and Christopher I immediately felt that I wanted to know more about these guys as individuals as well as in their roles as businessmen and investors. They have built a dynamic company platform and an exciting company culture with a brilliant social end game. I really like these guys and I know you will, too. Theyre definitely a company to watch as they continue to grow and do great things.
Robert J. Caruso is a Founder and Chairman of Impact Republic. Prior to *Impact Republic, Caruso was Managing Partner and the President of Select Equity Group, Inc. Select Equity Group and its affiliates manage in excess of $12 Billion in client funds in the global public and private equity markets. Caruso was responsible for the day-to-day management of the firm and its operations. Caruso was also a member of the firms Operating, Management and Executive Committees. Prior to Select Equity, Caruso was a Managing Partner, Chief Operating Officer and a member of the Board of Directors of Highbridge Capital Management. Highbridge Capital Management and its affiliates managed in excess of $40 Billion in client funds in the global debt and equity securities, private equity, currencies and commodities markets. Caruso was responsible for the day-to-day management of the firm and its operations. Caruso was the Chairman of the firms Operating, Risk Oversight and Compensation Committees. Caruso was also a member of the firms Investment, Markets, Management and Executive Committees. Prior to Highbridge Capital Management, Caruso was a Managing Director, Chief Financial Officer and the Treasurer of Robertson Stephens, a San Francisco-based global investment bank. Caruso was the Chairman of Robertson Stephens Credit, Risk Oversight, New Product and Operating Committees. Caruso was also a member of the Capital Commitment, Management and Executive Committees of the firm.
Caruso is a member of the Board of Trustees of Saint Josephs University and Chairman of the Investment Committee, The Princeton Healt hcare System and Chairman of the Investment Committee and the McCarter Theater Center, and the Board of Directors of Shake Shack Enterprises, LLC. Caruso is also the Founder and Chairman of The Kantian Foundation, a private non-profit foundation focusing on impact investing.
Caruso holds a B.S. degree from Saint Josephs University. Caruso resides in Princeton, New Jersey and has been married to his wife Michelle for more than eighteen years. They have five children, Jack, Charlie, Ava, Max and Lola.
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Darrin Christopher Jennings is a Founder and CEO of *Impact Republic. A Cleveland, Ohio native, Chris is a veteran brand strategist with more than 12 years experience in strategic planning, marketing, advertising and brand management. Since 2000, he has provided profitable strategic solutions to high profile companies, agencies and countries such as Conde Nast, Nielsen Media, Apple, Scholastic, The Republic of Tanzania, Microsoft, Omnicom Media Group; Sony Entertainment, Time Warner, NASCAR, Publicis, Walmart, Target, Western Union, Nike, Disney, and HBO. Chris has directed multiple marketing budgets for clients in excess of $450 Million and has created more than $2.5 Billion in revenue for clients with his strategies during the past eight years alone. Prior to *Impact Republic, Chris was the founder and chief strategy officer of myMUZE, Inc., a 360
brand innovation and
marketing firm for Fortune 500 companies and celebrity clients.
Chris was also responsible for coordinating activities of brand specialists in production; sales; client services; advertising; promotion; research and development; purchasing; distribution; package development; and finance. Chris launched his career as a brand consultant to EMI, where he executed one of his first entertainment consumer strategies called All -Stars for Sports Illustrated and converted a $100,000 budget into $8 Million in revenue in one year.
Chris began his career at Ernst and Young on the enterprise support team, providing comprehensive, accounting, marketing and strategic planning support for all EY member firms within the Americas.
Chris attended Oakwood University in Huntsville, Ala. where he studied marketing and communications. Chris currently resides in Saddle River, N.J. with his wife of 11 years, Takia, and their 5-year-old daughter, Darryn Kennedy.
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Comment. Hannah is an outstanding business and thought leader in the private wealth space. She has access to the some of the wealthiest families in the country who turn to her for guidance on their wealth management. Hannah often decides who these families will call upon for every aspect of managing their wealth. Dont think you can just pick up the phone and call Hannah. She clearly states that she does not respond to cold calls. There is a methodology and a way to go about being included in Hannahs well -guarded circle. We will learn more about that at the event. Hannah is often traveling on the speaki ng circuit and working with clients across the world (or writing yet another book) and so were extremely fortunate to have her joining us. Dont forget to check out Private Wealth, a magazine she helped co-found. Its also online and its an email I look forward to each day.
Hannah Shaw Grove is one of the worlds leading experts on private wealth and family offices. Her reputation was built on more than 20 years of hands-on work with wealthy families and their closest advisors, complemented by extensive statistical research with the same constituencies. She is the author of ten books and dozens of reports and articles that represent her empirical, theoretical and anecdotal findings, and a founder of Private Wealth, the premier editorial resource for high-net-worth professionals. Ms. Grove consults to families on the formation and operation of family offices and to select professionals on high-net-worth client acquisition and engagement. She is a member of the Hedge Fund Associations High-Net-Worth Advisory Board and a cum laude graduate of Harvard University. ____________
Comment. Many of you know Peter Fields as he has attended the St. Armand Ventures Experience nearly every year for the past nine years since Ive started these events. What you may not know is how much Peters NYC law practice has grown and expanded over the last few years. Wow - Its hard to keep up with Peter these days since he and his partners opened up an LA office (what a great group they are in LA - I love these guys) and they also opened an office in Nashville (also a great team). Peter and his partners have been attracting a notable group of clients in media, film, fashion, energy (projects in Africa), entertainment and more. I have personally watched Peters firm grow substantially over the past several years and Im excited about having him on our panel to tell us how he has been able to create such solid growth and success and how he is able to attract such great clients.
Peter Fields is a Partner at Ritholz Levy Sanders Chidekel & Fields LLP. Peter practices in the areas of corporate, commercial and intellectual property law for clients in a host of industries and specialties including media, entertainment, technology, fashion, luxury goods, film, television, book publishing, music, sports, gaming branded entertainment, advertising and the arts.
As part of his corporate and commercial law practice, Peter advises U.S. and international clients in connection with equity and debt financings, mergers and acquisitions, joint ventures, business formations, corporate governance, reorganizations and restructurings, secured and unsecured lending transactions, executive and employee compensation arrangements, and dispute resolution.
As part of his intellectual property law practice, Peter counsels clients regularly in connection with the creation, exploitation and protection of intellectual property assets (e.g., copyrights, trademarks, trade secrets) including domestic and international trademark and copyright registration and enforcement proceedings, complex licensing transactions and acquisitions and divestitures of trademark and copyright portfolios.
Peter is a frequent guest lecturer at various networking venues, tradeshows, law school symposiums, and private client meetings where he addresses current legal topics and other areas of interest. He also writes about intellectual property law issues including the attached article he wrote entitled The seasons must have IP rights. This article was featured in Managing Intellectual Property magazine. It addresses the ways in which fashion designs may be protectable under U.S. laws governing IP rights.
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Comment. Sergio and I have collaborated on several initiatives and he also happens to be a good friend of mine. If I had to describe Sergio Id say he exudes charisma, dedication, success and a passion for humanism. Its been a bit difficult to find Sergio these days as he is growing his companies, however, hes been spotted at The White House around the table with President Obama and he was recently seen having a relaxed conversation with President George W. Bush. For the past few years Sergio has been traveling the globe and meeting with leaders of countries. Whats he talking to them about? Well find out at the event.
Sergio Fernandez de Cordova. Chairman + Co-Founder of P3GM, Sergio is an Internationally recognized entrepreneur, investor & philanthropist working at the intersection of media + policy, leveraging public private partnerships for social impact. Chairman + Co-Founder, PVBLIC Foundation, an organization focused on using media to drive impact & change in the world. Previously co-founded Fuel Outdoor Holdings in 2003, growing the company nationwide, making it one of the top 3 largest, privately owned companies in the industry. He sold the company to Och-Ziff, a global institutional asset management firm with over $31 billion in capital. Recently named by Dell one of its #Inspired 100 leading global influencers in entrepreneurship, using technology to empower and inspire others. Sits on the board of or advisor to; UN-ECE, UNFoundation, Dell, SBA, NYGLD, GSDF, WireLawyer, Availor & NGEL.
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Comment. Diane Henderiks is hands down one of the greatest chefs of today and we will be hearing even more about her in the immediate future. We have been very fortunate that she has created the hors doeuvres for St. Armand Ventures Experience many times. Diane is a constant on television; however, she will make an announcement at our event about how her career is going to a whole new level. Its very exciting news. Diane also happens to be one of my closest friends and I can honestly say that all of her success has been earned by good, honest hard work. Shes a remarkable person and Im honored to have her with us for the event. Youll want to get her autograph, folks - More on this later.
Diane Henderiks graduated from Monmouth University with degrees in marketing and management then began a career in the garment district of New York City. It did not take long for Diane to realize that food and health was where she wanted to focus her career so went back to school with a focus in nutrition and health sciences and 0completed the Dietetic Internship Program at University Hospital at The University of Medicine & Dentistry in New Jersey where she received the Award for Clinical Excellence. She then went on to start Diane M. Henderiks, R.D. & Associates, LLC, her nutrition consulting firm. Cooking has always been Dianes passion and she began to notice that people were equating eating healthy with boring, bland food which was not what she was whipping up! After years in private practice Diane self-published a cookbook and started,
Dianes Daily Dish, her personal chef and catering business. Any dish can be revamped to be good for you, she says, it just takes a little education and finesse! It did not take long for Diane to become one of Americas top go-to food, healthy cooking and eating experts for national television, print and on-line media! She has appeared on Good Morning America, FOX & Friends, The Chew, CBS Early Show, Good Day New York, CBS News, ABC News, NBC, FOX, CNN, TLC, The Better Show and Martha Stewart Radio and has been featured in The New York Times and in Shape Magazine. Diane is an advisory board member for the American Vegetarian Association, District 11 State Legislator Ambassador for the New Jersey Dietetic Association and an active member of the American Dietetic Association, International Association of Culinary Professionals and Women Chefs and Restaurateurs. Diane travels the country sharing her expertise and engaging audiences at the nations top food & wine festivals and womens events with her true Jersey Girl pizzazz. Some of her favorites have been Disneys Epcot International Food & Wine Festival, The Snowmass Culinary & Arts Festival, Foxwoods Food & Wine Festival, WOR Radios Taste of New York, Taste of the LPGA, Taste of Vail, Gulf Coast Womans Expo, Atlantic City Food & Wine Festival, Philadelphia Food & Wine Festival, Sandestin Wine Festival & Phoenix Womens Expo, to name a few. Diane lives with her husband and her two sons in New Jersey. http://www.dianehenderiks.com/
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Comment. I met Carlos many years ago when I was at an event. He was dining in the restaurant where the event was being held and because I love meeting people and talking with them I started a conversation with him. Eight years later we have a nurtured a great friendship. Were like family and now and were doing business together. Ive enjoyed watching him build companies and add tremendous value to any project he decides to get involved with. You will learn more about Carlos and his media business at the event. His company is stellar and Im delighted to introduce you to him.
Carlos Andres Toro is a Partner + Founder of Steer, a digital content, strategy and development company. Leveraging the power of emerging digital media tools, brand narrative development and online analytics, Steer partners with companies to increase and embolden their social media presence and dominate the conversation, online. Prior to founding Steer, Carlos co-founded TRIO Charter School Consultants, a boutique marketing firm, instrumental in establishing K-8 schools throughout the Mid-West and Atlantic regions.
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Comment. I have been doing business with Ethan for many years and I have always found his work and his ideas to be fascinating. He has unique products and solutions in insurance, tax structure and beyond. I found his latest product launch so interesting that I wanted to share it and make sure that you heard about it as well. Ethan will fill us in and share a very interesting strategy with you at the event.
Ethan I. Weisenberg is the Founder, President, and CEO of Advanced Underwriting Services, Inc. Advanced Underwriting was established in 1996 as an independent financial services firm specializing in retirement and estate planning strategies for high net worth individuals and business owners. The firms client roster includes high profile families and institutions, such as Smith Barney. Advanced Underwriting Services, Inc. was retained by Smith Barneys Estate & Trust Services group to assist their Financial Consultants in evaluating and implementing clients complex estate plans. Prior to forming Advanced Underwriting Services, Inc., Ethan was Brokerage Manager for The Guardian Life Insurance Company of America. In that capacity, he was responsible for establishing and supervising relationships with top brokers and financial institutions. Ethan resides in Long Beach, New York with his wife and three children.
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Comment. Terry knows wine. While Terry deals in all wines she is especially known for her knowledge and collection of rare and limited wine as well as her unique style in educating others about wine. I have had the joy of being at Terrys house for wine tastings and it has been a delightful and educational treat. Ive also been out to dinner with her and her husband and lets just say that this wine expert knows her way around a wine menu. She is one of the leading experts on wine and I would strongly suggest you engage her for all things relating to wine. She has the most fascinating insight to share with us about the wine market of the future. Its something youd never guess. You are going to be surprised with what you will learn.
Theresa Rogers is in the process of writing her book about wine and is scheduled for speaking tours with distributors, news outlets, book stores and organizations around the country. Theresa has also developed a fabulous concierge wine service and educational events for the high rise communities out of NYC that are used to having everything delivered. She is taking this service to the next level by educating the millennials on the different regions and countries for wine and for wine and food pairing.
Theresa has been in the wine industry going on 36 years. She created a Brand Called Bollini Chardonnay, first Italian Chardonnay to be marketed nationally and built it to 30,000 cases in three years. Theresa then went to work for Neil Empson, who was the first individual to get the top producers in Italy few of the top producers ie: Angelo Gaja Theresa bought her first store in 1986 and the second in 1989 in Greenwich, Ct. She turned both stores around to be the number 1 stores In the Northeast She has been featured in many of the wine publications. Entrepreneur took her sales success story and it is featured in a publication in 20 different languages around the world Theresa travels to producers in all regions of the World to keep up on the wine scene. She has been part of the blending process for a number of wineries including her own brand. ____________
Comment. At 24 years old Barton is an incredible example of entrepreneurship and he has respectfully earned a place card on our panel. Last spring Barton launched a national company which already has a stream of impressive clients and the company is Thriving. In addition to being CEO of ThriVe Marketing He is a member of The National Honor Society of Political Science, hes one of the founding Fathers of Sigma PI and he is also presently the chapter President of the law fraternity, Delta
Theta Phi. In his spare time he is a full time student earning his law degree and his MBA (at the same time). He has remarkable leadership skills and he cares deeply about the people, the issues and the environment. Every time I speak with him I am inspired and I know you will be, too. R. Barton Henderson At age 24, Barton has already launched a national company: ThriVe Marketing, specializing in business development and brand management. ThriVe Marketing provides services such as logo design, website design, social media platform building, collateral branding packages, promotional apparel/products, and more. Barton is passionate about public service and public policy implementation. He is the former Chief Grant Writer for the municipality of Westport, Massachusetts, where he primarily drafted environmental grants relating to marine life and environmental conservation. Furthermore Barton was on the communications team for U.S. Senator Brian Schatz. While working for Senator Schatz, Barton had the opportunity to contribute to projects for the Senatorial Commerce committee, Energy and Natural Resources committee, and the Indian Affairs committee. Barton worked on the campaigns of U.S. Congressmen Ed Case, and Hawaii Island Corporation Counsel, Lincoln Ashida. Barton graduated from University of Hawaii summa cum laude with a B.A. in Political Science and a B.A. in Administration of Justice. He is currently pursuing both a law degree and a Masters in Business Administration at the law and business schools respectively at the University of Massachusetts. Barton's next venture is to segue into the environmental investments field. ____________
Comment. I have known Susie Belfer for 20 years. Susie has a unique talent to spotlight your company and put it in just the right light and she knows how to help you get just the right idea in her PR campaigns. These are highly sought after skill that transform companies on the PR platform she has built. Susie is a gifted wordsmith and understands how to communicate and get your message across in just the right way. Susie is a very good friend and has always been one of the first people to show up through lifes trials and tribulations. Shes been an invaluable resource and I think you will also find the same to be true. If you have something to say you ought to be talking to Susie. You will have the opportunity to meet her at our event.
Susan Belfer. Susan Belfer is the owner of Belfer Communications, a boutique Public Relations and Event Company. Clients are moved by her passionate pay-it-forward philosophy and they follow her lead with 100% trust. When Susan lends her name to a project, she gets the job done with great success. She has worked on small business development, non-profit branding and high profile event productions for over ten years with organizations and individuals who improve the world around them. She helps people discover their powerful voices which fuels her strength and creativity along her unique journey. Susan resides in Fair haven, NJ with her daughter Eva and son David.