SATORI CAPITAL - Key Persons
Job Titles:
- Assistant Controller
- Assistant Controller, Private Equity
As assistant controller, Aaron Brunson focuses on Satori's private equity financial operations. His role involves managing and reviewing fund accounting, financial reporting, fund administration, partnership allocations, waterfall calculations, and tax considerations for the firm's private equity funds. He also coordinates tax returns, K-1s, and investor tax communications for the private equity funds and serves as a knowledge source for financial statements, capital calls, distributions, and partnership agreement requirements.
Prior to joining Satori, Aaron was assistant controller at Tarrant Management, the family office of TPG, where he executed fund formation documents, prepared performance track records, completed annual and quarterly compliance requirements, and maintained management company financials, among other responsibilities. Previously, he spent 13 years at Oak Hill Advisors, progressing to Senior Accounting Manager. He also previously served as senior accountant at Ernst & Young.
Aaron received his B.B.A. in accounting and finance from Texas Tech University, and he is a certified public accountant in Texas. He lives in Fort Worth with his wife and two daughters. In his free time, he enjoys college football, golf, and vacationing with his family.
Job Titles:
- Chief Operating Officer
- Healthcare
- President and Chief Executive Officer at Sentient
Brent McCarty serves on the Board of Directors for Longhorn Health Solutions. He has more than 20 years as a senior executive in the healthcare industry, specifically in multi-site healthcare companies.
Brent is currently President and Chief Executive Officer at Sentient. He also serves on the Board of Directors for Avadyne Health, a leading provider of revenue cycle services and technology. Prior to joining Sentient, Brent was Chairman and CEO of Eagle Hospital Physicians. Previously he was President and CEO of Solis Women's Health, a company focused on the screening and diagnosis of breast cancer. He has also served as the President and Chief Operating Officer of Accuro Healthcare Solutions, Inc., a technology-enabled revenue cycle company, and has served as Executive Vice President and Chief Operating Officer of SemperCare, Inc.
Brent has served as Chief Operating Officer for national companies in the ambulatory surgical center market as well as the physician practice management market. He began his career in healthcare with Epic Healthcare Group, an owner/operator of acute care hospitals and other ancillary services. Brent received a B.B.A. from Texas Tech University and is a Certified Public Accountant.
Job Titles:
- Executive Assistant
- Investor
Brittney Russell supports Satori's Investor Experience team, assisting with investor communications, onboarding procedures, calendar management, CRM management, and the development of marketing materials. She also serves as team liaison for Randy Eisenman.
Prior to joining Satori, Brittney held executive assistant roles at management consulting firms including Spencer Stuart and Bain & Company, where her experience included event planning, presentation design, travel coordination, expense tracking, and more. In addition, she has several years of experience in graphic design and content development, creating press releases, blogs, social media campaigns, and more for various freelance clients.
Brittney received her B.A. from the University of North Texas. She is a sponsored triathlete and an avid mountain climber, backpacker, and cyclist.
Job Titles:
- Vice President of Stakeholder Experience
As vice president of stakeholder experience, Cami Miller focuses on delivering the highest quality of service and support to Satori's stakeholder groups, including investors, team members, and the broader community. She leads the investor experience team, which aims to provide the highest quality assistance to Satori's investors by responding to requests and inquiries, providing reports and analyses, and ensuring seamless execution of investment plans, among other responsibilities. She also oversees team-focused initiatives such as recruiting, employee on-boarding, performance development, and perks and benefits, while acting as a liaison to Satori's leadership team for certain strategic firmwide initiatives. One of Cami's most significant responsibilities involves expanding Satori's Optimal Living Program, originally aimed at team members, to positively impact other stakeholder groups with resources that enhance wellness and empower peak performance.
Prior to joining Satori, Cami was an audit associate for KPMG, LLP, where she assisted with audit engagement activities for private equity clients. She went on to pursue her passion for health and fitness as an assistant manager for lululemon athletica in Fort Worth, where she learned to appreciate the importance of an empowering organizational culture. Cami's role at Satori represents an ideal blend of her accounting and finance background alongside her dedication to contributing to a positive workplace culture.
Cami is a magna cum laude graduate from The Neeley School of Business at Texas Christian University. She received her B.B.A. in finance and accounting, then continued her education at TCU, earning her Graduate Master of Accounting Degree. Cami is an inaugural member of the TCU Neeley Fellows Honors Program and currently serves as the Coaching Chair of the Neeley Fellows Alumni Board. She was also a member of the Beta Alpha Psi Accounting Honors Society, Beta Gamma Sigma International Honors Society, and TCU Chancellor's Leadership Program. During her time at TCU, Cami also served as a KPMG, LLP Campus Ambassador, assisting with on-campus recruiting initiatives for the firm.
In addition to her education and career in accounting and finance, Cami is a graduate of the Institute of Integrative Nutrition, where she earned her certification as a Holistic Health Coach. She has served on the Membership Committee for SteerFW, on the Networking Committee for Texas Wall Street Women, and as the co-chair for the Blue Zones Project Implementation Committee. She is an advisory board member for Collective Growth Designs, an integral coaching firm, and she is an accomplished speaker and panelist, having participated in events for Texas Christian University, Audacious Life HQ, HFM Texas, American Airlines, "The Raising of Fort Worth" project, FiTONIC, and others. She is actively involved in the Fort Worth fitness community and is an advocate for wellness initiatives in both the community and the corporate workplace.
Job Titles:
- Executive Assistant for Operations
As executive assistant for operations, Carol DeBellis manages key processes in the areas of finance and accounting, payroll and benefits, recruiting and culture, compliance, and legal. Her responsibilities include coordinating accounts payable, filing expenses, invoicing, maintaining corporate insurance, coordinating the firmwide calendar, maintaining regulatory compliance documentation, and serving as team liaison for employee benefits administration, among others. She also provides administrative support for the chief operating officer, chief financial officer, and director of operations.
Prior to joining Satori, Carol was an executive assistant at tax and business services consulting firm JTaylor & Associates. She previously held executive assistant and administrative roles at global investment firm TPG Capital, at Crescent Real Estate Equities, and at Southwest Airlines. In addition to extensive administrative responsibilities, her experience includes human resources and payroll functions, meeting and team event planning, customer service, and community relations. She is a Notary Public for the State of Texas.
Carol lives in Bedford with her husband, Tony, and their three children. She volunteers in the community and enjoys reading, traveling, and spending time with her family.
Job Titles:
- Director of Business Development
Chad Cook is responsible for business development at Satori Capital, focusing on deal sourcing, capital raising, and generating new business opportunities. Prior to joining Satori, Chad co-founded TurnPoint Capital Partners, a lower middle-market investment banking firm specializing in sell-side advisory and capital raises for businesses in a variety of industries.
From 2005-2008, Chad was a principal at MHT Partners, a middle-market investment banking firm, where he was responsible for sourcing new sell-side advisory opportunities. Prior to MHT Partners, Chad served as CFO of GreatLodge, an internet company focused on the outdoor industry. During his tenure at GreatLodge, Chad successfully led the sale of the business to a strategic acquirer. In earlier positions, Chad worked at Consolidated Container Company (previously Suiza Packaging) and at EDS, where he was involved in numerous M&A transactions. Through this experience, he developed expertise in corporate finance, mergers and acquisitions, and operations. His assignments included engagements in consulting, energy, financial services, manufacturing, and telecommunications.
Chad earned an MBA from Southern Methodist University and a B.A. in economics from the University of Texas at Austin. Chad serves on several non-profit boards including the Advisory Board of The Center for BrainHealth and the Board of Trustees of both the Dallas Theater Center and LaunchAbility, an organization that supports children and adults with developmental disabilities.
Job Titles:
- Senior Associate, Satori Alpha / XL
As senior associate for Satori Alpha and XL, Chase Basta sources and evaluates investment opportunities across a wide range of markets and strategies, including hedge funds and private investments. Chase also serves as an analyst for Satori Environmental, bolstering the research effort around key positions and new idea generation.
Prior to joining Satori, Chase was a senior analyst at AWH Capital, a long/short equity hedge fund, where he generated and researched investment ideas supported by deep fundamental analysis, including synthesizing qualitative information from a wide range of sources, building detailed financial models, and performing valuation analyses. Previously, he served as deputy chief of staff to the chief investment officer at the Teacher Retirement System of Texas pension fund and was a bank examiner and capital markets subject matter expert at the Federal Deposit Insurance Corporation.
Chase earned his MBA from the McCombs School of Business at the University of Texas, where he received the James A. Elkins, III Endowed Presidential Fellowship in Finance as well as the Hicks, Muse, Tate, & Furst Scholarship. While in school, he was a chapter leader of the Adam Smith Society and a National Chapter of the Year Award winner, as well as portfolio manager of the student-run MBA Investment Fund. He received his B.S.B.A., with honors, in finance from Montana State University and holds the Chartered Financial Analyst® designation.
Job Titles:
- Founder of Stayful.Com
- Retail and Technology
Cheryl Rosner is the founder of Stayful.com, which serves the boutique and independent hotel community. Previously, Cheryl was a strategic coach for startup founders and CEOs and a strategic advisor to BuyWithMe.
Prior to that, Cheryl served as President and Chief Executive Officer of TicketsNow, the world's largest independent online marketplace for premium event tickets. Before joining TicketsNow, Cheryl was instrumental in leading both Expedia Corporate Travel and Hotels.com to unprecedented success. While serving as president of Expedia Corporate Travel from 2005 to 2006, Cheryl directed the group to consistent profitability, including the successful launch of two new international divisions in Canada and Germany.
Prior to Expedia, Cheryl worked at Hotels.com from 1999 to 2005 in a number of executive capacities before becoming president of the company. Cheryl's key accomplishments at Hotels.com include: the successful IPO in 2000, the launch of the company's consumer website in 2002 (leading it to become the sixth most-visited travel site 60 days after launch), creation and development of the company's brand strategy, and award-winning advertising campaigns. In 2004, Cheryl was named one of the "25 Most Influential People in Travel" by Business Travel News.
Job Titles:
- Vice President of Finance
Claire McInnis is responsible for overseeing accounting, financial reporting, fund administration, tax and cash management functions for all Satori funds and their investments.
Prior to joining Satori, Claire was a Senior Manager at PricewaterhouseCoopers (PwC). She spent six years in the Dallas audit group servicing public and private clients in the industrial and consumer products, manufacturing, retail, and construction industries. Claire managed teams through financial statement filings, served as the key contact on technical issues with company executives and evaluated internal controls for her clients. She also spent three years in PwC's Transaction Services - Capital Markets Group in Zurich, Switzerland, where she provided direct accounting and advisory services to global clients, primarily in the auto, pharmaceutical, and telecommunications industries and prepared clients for securities offerings and carve-out transactions.
Prior to joining PwC, Claire spent two years as a financial analyst at Handango, a global leader in the smartphone content market.
Claire received her B.B.A. and masters in public accounting from the University of Texas at Austin. She is a C.P.A. in Texas.
Job Titles:
- Office Manager / Receptionist, Fort Worth
Courtney Gray manages Satori's Fort Worth office and provides administrative support to Fort Worth team members. She also assists with special projects, events, and firmwide initiatives.
Prior to joining Satori, Courtney was a stylist and assistant store manager for the retail chain Free People, a role that emphasized customer service and team leadership. Previously, Courtney developed her social media, project management, and data analytics skills through internships at the concert venue Tumbleweed Dancehall and at Schaefer Advertising, where she served as project manager for the 2020 virtual "Wonder Run" charity event.
Courtney earned her bachelor's degree in marketing and entrepreneurship from Oklahoma State University. She lives in Fort Worth, and in her free time, she enjoys gardening, baking, and hiking.
Job Titles:
- Senior Vice President
- Senior Vice President, Private Equity
CP Helms is a senior vice president at Satori Capital and is responsible for investment sourcing, due diligence, monitoring portfolio investments, and other investment-related issues.
Before joining Satori in 2015, CP was a senior analyst at FWT, a former Satori portfolio company. During his three years at FWT, CP served as a special assistant to the leadership team. He analyzed operations and provided the leadership team with information that enabled it to develop and implement critical initiatives. Previously, CP was a senior analyst in RadioShack's strategic development group, where he evaluated existing and potential joint ventures and partnerships. Before joining RadioShack, CP was an analyst in the investment banking group at Morgan Stanley in New York, where he advised clients regarding a variety of capital markets and mergers & acquisitions initiatives, principally in the marine shipping and leasing industries.
Job Titles:
- Senior Corporate Executive
- Transportation, Distribution, and Retail
Craig R. Lentzsch is a senior corporate executive with significant experience in the transportation sector. He has held chief executive officer, president, executive vice president, vice chairman, and board of directors positions for Coach America Holdings, Inc., Greyhound Lines, Inc., Dynamex, Inc., the National Surface Transportation Infrastructure Financing Commission, and the Intermodal Transportation Institute at the University of Denver.
Craig served until 2007 as president and chief executive officer of Coach America Holdings, Inc., a former portfolio company of Kohlberg & Company, LLC. With 30 business units located in all major cities in the southern half of the United States, Coach is the premier provider of ground transportation and travel services in its markets. During his tenure, the company's revenues increased from $200 million to more than $400 million.
Prior to Coach America, Craig served on two different occasions at Greyhound Lines, Inc. Greyhound, publicly traded during Craig's tenure, is the only nationwide provider of intercity bus transportation services. Craig first served as vice chairman and executive vice president of Greyhound from 1987 to 1989, when he and his partners acquired Greyhound in a leveraged buyout. When Craig returned to the company in 1994, he served as president and chief executive officer until 2003. After completing a consensual restructuring in 1995, Craig executed a turnaround plan that increased passenger volume and profits 50% and 20%, respectively, for each of six years.
Prior to re-joining Greyhound, Craig served from 1992 to 1994 as executive vice president and chief financial officer of Phoenix-based Motor Coach Industries International, Inc., the largest manufacturer of intercity coaches and transit buses in North America.
In 1980, Craig co-founded BusLease, Inc., which became the largest lessor of buses in the United States. He previously served on the compensation and audit committees of publicly traded Hastings Entertainment, a multi-media retailer in small and medium-sized markets in the western United States. Craig also served as chief financial officer and board member for Storehouse, Inc., an Atlanta-based, privately held retail chain selling contemporary furniture, and he co-founded Enginetech, Inc., an importer and distributor of automobile engine parts for the United States aftermarket.
In 2008, Craig was elected to the board of Dynamex, Inc., a publicly traded provider of same-day delivery and logistics services, where he chaired the audit committee and served on the special committee that negotiated the sale of the company in 2011. From 2006 to 2009 he served by Congressional appointment on the National Surface Transportation Infrastructure Financing Commission. Craig is on the board of directors of the Intermodal Transportation Institute at the University of Denver, where he teaches transportation systems and transportation finance at the masters level. He has completed five years as the chair of the board of trustees for The Winston School in Dallas, Texas. The Winston School serves children with learning differences in the first through the 12th grades. Craig served as an officer in the United States Air Force.
Craig is an honors graduate of Georgia Institute of Technology with a B.S. in applied mathematics and of the University of Pennsylvania's Wharton School with an MBA concentrating in finance and marketing (top 5%).
Job Titles:
- Senior Associate on the Private Equity Team
- Senior Associate, Private Equity
David Bock is a senior associate on the private equity team. He is responsible for conducting research, analysis, and due diligence for new investment opportunities as well as monitoring and supporting Satori's portfolio companies.
Prior to joining Satori, David was an investment banking analyst at Piper Sandler & Co. in the Healthcare group, where he was responsible for conducting financial analysis and market research, as well as creating in-depth presentation materials, calculating return models, and identifying and analyzing potential add-on acquisitions in the medical device manufacturing, clinical, and consulting space. Previously, David worked as a fixed-income research intern at Sit Investment Associates and as a summer analyst at Piper Sandler & Co.
David is a summa cum laude graduate of the University of Minnesota, Curtis L. Carlson School of Management, where he earned a Bachelor of Science degree in business with a finance and accounting double major. He was the recipient of a University Honors Program Scholarship and the Hinman Family Scholarship, was included on the Dean's List each semester, won first place in the Association for Corporate Growth's ACG Cup competition, and was an equity research analyst in the David S. Kidwell Funds Enterprise.
Job Titles:
- Chief Investment Officer of Satori Neuro
- Member of the External Oversight Committee for the NIH Blueprint MedTech
Dr. Amy Kruse is the chief investment officer of Satori Neuro, a stage-agnostic fund focused on mental health, neurotechnology, and human flourishing. Amy leverages her decades of experience as a neuroscientist, her prior roles as an operator and a government program manager, and her network of key relationships to discover transformational companies addressing the largest mental health, brain health, and wellness challenges and opportunities. She also draws on her expertise to support Satori Neuro's portfolio companies as they evaluate and overcome scientific and implementation challenges, with a specific emphasis on deploying complex technology into real-world environments.
Prior to leading Satori Neuro, Amy was a General Partner at Prime Movers Lab, where she led the fund's life sciences investments in human augmentation and longevity. She serves on the boards of six Prime Movers Lab portfolio companies: Cognixion, Paradromics, Gilgamesh Pharmaceuticals, Attune Neurosciences, Morphoceuticals, and Dimension Inx. She serves on the board of Satori Neuro portfolio company TARA Mind and is a Board Observer to Satori Neuro portfolio companies Apollo Neuro and Feel Therapeutics.
She previously served as the Chief Scientific Officer of Optios, an applied neuroscience research organization that translates cutting-edge neuroscience discoveries into practical tools to enhance the human experience. At Optios, Amy built the company's scientific vision, initiated high-value projects, and completed acquisitions that resulted in a robust intellectual property portfolio for an early-stage company.
Prior to joining Optios, Amy served as the Vice President and Chief Technology Officer of Cubic Global Defense, where she oversaw the company's research and development (R&D) programs. Her efforts at Cubic dramatically accelerated and enhanced the company's R&D capabilities, which in turn yielded an expanded product portfolio and increased sales. Amy joined Cubic through the acquisition of Intific, a small business focused on novel game-based solutions for the DoD and Intelligence Community.
Early in her career, Amy served as a government civilian program manager at the Defense Advanced Research Projects Agency (DARPA), where she created and oversaw the Agency's first performance-oriented neuroscience programs. Her efforts at DARPA generated scientific breakthroughs in areas that include augmented cognition, accelerated learning, optimized imagery analysis, team neurodynamics, and neuromodulation. This work was the result of multiple programs that measurably enhanced both individual and team performance in the U.S. military and Intelligence community.
Amy is member of the External Oversight Committee for the NIH Blueprint MedTech program, an advisor to the BrainMind ecosystem, an advisor to the Capital Factory in Texas, and a mentor to the OneMind Accelerator. She is a frequent contributor to defense panels and advisory boards for organizations including DARPA, the National Academies, and the Defense Science Board. She is also the author of numerous scientific papers, chapters, and articles.
Amy earned a Bachelor of Science in Cell and Structural Biology and a PhD in Neuroscience from the University of Illinois Urbana-Champaign, where she was awarded a National Science Foundation Graduate Fellowship.
Amy lives in Annapolis, Maryland, with her husband and is an avid gardener, kayaker, and traveler.
Dr. Kern Wildenthal has combined careers in institutional administration, clinical medicine, education, biomedical research, and philanthropic leadership. He served as President of the University of Texas Southwestern Medical Center for 22 years from 1986 to 2008 (longer than any other president of a Texas state medical school). He had been the dean of the medical school for six years before becoming the institution's president, and prior to that he served for four years as graduate school dean. From 2008 to 2012, Kern served as the chief executive of the medical center's principal supporting organization, Southwestern Medical Foundation, and now is the foundation's Senior Consultant.
Kern holds appointments as Executive Consultant of ScienceSeed LLP, Board Director of the Hamon Charitable Foundation and the Hoblitzelle Foundation, Chairman of the Moncrief Cancer Foundation, and a member of the Board of Directors and Audit Committee of Kronos Worldwide, Inc., a NYSE-listed company that is a major international producer of titanium dioxide products.
During Kern's administrative tenure at UT Southwestern, the institution more than quintupled in size and emerged as one of the leading medical institutions in the world. Four of its faculty were Nobel Laureates, 20 were members of the National Academy of the Sciences, and 50 served as presidents of national societies of their clinical and research specialties. Under his presidency, more than 300 new endowed Chairs, Professorships, and Centers were established; total endowments rose from $40 million to over $1.4 billion; land was acquired to expand the campus from 65 to 300 acres; two referral hospitals and outpatient facilities totaling 1,000,000 square feet were added to the campus; and the first half of a planned 4-million-square foot research complex was completed. The quality of the institution's biomedical research enterprise rose in international rankings to among the top 10 in the world.
Job Titles:
- Communications Strategist
- Stakeholder Communications Manager
- Writer and Editor
Ellen Henderson is a communications strategist, a writer and editor, and a project manager with more than 15 years of experience in marketing and media. In her role at Satori, she writes and edits communications for investors and for the firm's broader network, including marketing materials, investment summaries, portfolio performance updates, press releases, presentations, and website content. She is also responsible for ensuring consistency of brand and voice in all written and visual materials.
Prior to joining Satori, Ellen spent several years at a major regional law firm, directing all marketing communications and branding efforts. In this role, she won the Legal Marketing Association's Selma Award for best interactive media project. Previously, Ellen was a senior editor for a digital property of The Dallas Morning News, where the site she directed was twice a finalist for the Dallas Press Club's Katie Award.
Ellen earned her B.A. in English, summa cum laude, from St. Edward's University, where she was valedictorian of her graduating class. She is a published novelist, a trivia enthusiast, and an amateur musician. She lives in Boulder, Colorado, with her family and much-loved dog.
Job Titles:
- Chartered Financial Analyst
- Financial Services
Eric Bennett has more than 30 years of experience in wealth management, investment management, and philanthropy. He co-founded Tolleson Wealth Management, a single family office that transformed into one of the largest and most reputable multi-family offices in Texas. Through this process, he was also integral in creating a private bank, a trust company, and philanthropy arm. Eric was at Tolleson for 16 years (1998-2013) and was Chairman and CEO of Tolleson Private Wealth Management, as well as Chairman of the Investment Committee. He continues to serve on the Board of Directors for Tolleson Private Bank and Tolleson Wealth Management.
In 2013, Eric had the opportunity to become the founding Executive Director of the Brain Performance Institute at the Center for BrainHealth. The Brain Performance Institute translates proven science, developed at the Center for BrainHealth, to the public. Eric was an active volunteer at the Center for BrainHealth for 10 years and joined full time in this leadership role to build and grow the Institute. Under his direction, the Institute substantially increased visibility and credibility in the community, launched a successful capital campaign for an iconic new building that opened in 2017, and built and led a team to provide vital services to enhance brain health in groups including schools, the military, and athletes. He left his full-time position there after three years, yet continues to be an active supporter.
He began his career with PriceWaterhouseCoopers in 1987 after earning a bachelor's degree in finance, with honors, from the University of Missouri. He later joined Ernst & Young, where he served as Senior Manager of the Personal Finance Planning Group and led the firm's Southwest Area Investment Advisory Services team.
Eric is a Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA). In the community, he serves on the Board of Directors for the Planned Giving Councils for Children's Medical Center and Communities Foundation of Texas. Eric serves on the investment committee for the Baylor University Endowment. He is also a member of Young Presidents' Organization (YPO), having served on the executive board of his YPO chapter for four years. He formerly served on the investment committees for the Dallas Symphony Foundation and Communities Foundation of Texas.
Eric married his wife, Robin, in 1991. They have two children, Samuel (1996) and Emily (1999), and live in University Park, Texas. They also have two dogs, Goldie and Max.
Erik Holmsen is a senior private equity professional with extensive experience in origination, due diligence, structuring, and portfolio management. He has executed investments across a wide range of industries and served on various portfolio company boards. As a director on Satori's private equity team, Erik is primarily responsible for sourcing opportunities, managing the investment process, and overseeing companies in Satori's private equity portfolio, including Able, ALS, Hobo, Nomacorc, Wellen, and The Lovesac Company.
Prior to joining Satori, Erik served as a principal for three years at Sequel Holdings, where he originated, executed, and managed platform investments and add-on acquisitions. Previously, he spent 11 years at The Riverside Company, leading investments with an aggregate enterprise value of $1.4 billion and serving on several portfolio company boards. Erik was previously a senior associate at NatCity Investments, with a focus on sell-side investment banking.
A native of Norway, Erik served as a Second Lieutenant at the Royal Norwegian Air Force Academy and earned Bachelor of Science degrees in business and finance from both the Bodo School of Business in Norway and the Kelley School of Business at Indiana University. He received his MBA in finance from the University of Virginia. Erik lives in Dallas with his wife, Jackie, and their twin sons.
Job Titles:
- Chairman
- Co - Founder
- Chairman Emeritus, the Container Store
Garrett Boone is Co-Founder and Chairman Emeritus of The Container Store. His commitment to maintaining the company's unique culture has played a vital role in The Container Store being selected by Fortune magazine as a "Best Company to Work For" many years in a row. In 2006, along with Kip (now CEO) and Sharon Tindell (Chief Merchandising Officer), Mr. Boone was inducted into the Retailing Hall of Fame. In his role as Chairman Emeritus at The Container Store, he attends all new store openings, major celebrations and cultural events as well as conducting "Selling with Garrett" seminars.
In 2006, Mr. Boone co-founded Texas Business for Clean Air in an effort to derail a fast track initiative to construct 11 coal-burning energy plants in North Texas using outdated air quality controls. Their efforts in promoting "clean air is good for business in Texas" have been heralded nationally and recently were the subject of a Robert Redford documentary Fighting Goliath: Texas Coal Wars. Texas Business for Clean Air was 2010 recipient of the CATEE Outstanding Nonprofit Organization of the Year. In 2007 Mr. Boone was First runner-up for Texan of the Year awarded by The Dallas Morning News.
Mr. Boone is active on the boards of directors of the YMCA of the USA and the YMCA of Metropolitan Dallas, where he led a successful $28 million capital campaign as chairman. Among others, he is on the boards of directors of The Woodall Rogers Park Foundation, Trinity Trust Foundation, Trinity Commons Foundation, The Boone Family Foundation, and TreeHouse, Inc. He is highly involved in the Trinity Paddling Trails and Bird Count Initiatives and is a member of the advisory boards for The Dallas Women's Foundation and Teach for America. He is an advocate for public education and serves on the Dallas ISD Star Commission to share business best practices with DISD.
Job Titles:
- Assistant Controller, Satori Alpha
As assistant controller, Garrett focuses on Satori Alpha's financial operations. His role involves managing and reviewing fund accounting, financial reporting, fund administration, and tax considerations for Satori Alpha's platform. He also coordinates tax returns, K-1s, and investor tax communications for the Satori Alpha platform and serves as a knowledge source for financial statements, capital management, and partnership agreement requirements.
Prior to joining Satori, Garrett was a fund controller at Apex Group, where he prepared and reviewed month-end closes for client funds, maintained and analyzed multimillion-dollar lines of credit, coordinated and responded to external audit and tax requests for clients, ensured funds were operating in accordance with legal agreements, and managed capital activity events including capital calls, distributions, and transfers, among other responsibilities. Previously, he was a tax associate at KPMG, where he prepared federal and state tax returns and tax accruals for corporations and partnerships.
Garrett earned his B.B.A. and Master of Taxation degrees from Baylor University. He lives in Fairview with his wife and child. In his free time, he enjoys watching sports and spending time with family, friends, and his two Goldendoodles.
Job Titles:
- Special Projects Manager / Executive Assistant, Private Equity
Holly Hale supports Satori's private equity team, coordinating and performing administrative functions such as calendar management, travel planning, and expense reconciliation. She also steers essential projects, assists with firmwide initiatives, and provides direct administrative support to members of the firm's leadership.
Prior to joining Satori, Holly was an executive assistant and analyst at Goldman Sachs, where she provided administrative support to leaders in the personal financial management division. She acted as a regional subject matter expert on expense management and collaborated in initiating new programs and processes that resulted in performance and efficiency gains across six offices.
With a five-year background as an elementary school educator specializing in English language arts and social studies, Holly has also worked as a learning and development coordinator for DealerSocket, organizing corporate training opportunities and performing curriculum development.
Holly received her Bachelor of Science degree in elementary education from the University of North Texas. In her free time, she enjoys traveling, spending time outdoors, and attending concerts. She is also a member of the local nonprofit organization Grant Halliburton Foundation, which focuses on teen suicide prevention and spreading mental health awareness.
Job Titles:
- Investor Experience Senior Financial Analyst
As senior financial analyst on the investor experience team, Hristina provides support to Satori's investors and coordinates important financial and operational functions for the firm. Her responsibilities include preparing investor deliverables, reports, and notices, monitoring investor cash balances, assisting with investor liquidity plans, coordinating month-end processes, and reviewing fund administrator reports. Her focus is on optimizing the investor experience through the highest level of service, attention to detail, and proactive and timely assistance.
Prior to joining Satori, Hristina worked as the director of marketing programs and spent more than three years as a research analyst for the SMU Cox School of Business, where she analyzed academic research studies and conducted statistical analysis of data, publishing her findings in industry journals. Concurrently, she served as a part-time administrative assistant to the board of directors of the DFW Retail Executives Association, supporting strategic initiatives in marketing and operations, optimizing operating expenses, and organizing executive board meetings and industry events.
Hristina earned her B.B.A. in marketing, summa cum laude, and her MBA in finance from the SMU Cox School of Business. She was a Forte Fellow, a member of the Golden Key International Honor Society and the Beta Gamma Sigma Business Honor Society, and a recipient of the Cox Leadership Forum Honor. During her undergraduate years, she was the team captain and #1 player on the SMU women's tennis team, was a member of Alpha Iota Delta, the international honor society for decision sciences and information systems, and maintained a position on the academic honor roll with high distinction for four consecutive years.
A native of Germany, Hristina is fluent in German, English, and Bulgarian, and she has conversational proficiency in Spanish. She has previously served as a volunteer at Children's Medical Center and for various youth clinics at SMU.
Job Titles:
- Chief Investment Officer and Managing Partner for Satori Alpha
- Member of the Investment Committees for Satori Environmental
- Satori Alpha / XL Managing Partner & CIO
James Haddaway is chief investment officer and managing partner for Satori Alpha, Satori Capital's alternatives investment platform, and for Satori XL, a program that provides acceleration capital to emerging investment managers. For both Satori Alpha and XL, James identifies and evaluates investment opportunities, with a focus on recognizing the potential for outsized returns with reasonable risk. Drawing on his experience operating a multi-billion-dollar hedge fund, he also provides practical guidance and consultation to Satori's XL partners.
James is also a member of the investment committees for Satori Environmental, a long/short equity strategy that invests in securities impacted by the global energy sector's shift toward renewable sources, and for Satori Neuro, which invests in transformational companies offering innovative brain and mental health solutions.
Prior to joining Satori, James spent five years as a partner at Corriente Advisors, an SEC-registered investment advisor, holding roles including President, Chief Financial Officer, and Chief Operating Officer. He was instrumental in helping the firm scale from $30 million in assets under management to $1.8 billion. He was also integral to the launch and leadership of funds that capitalized on the dislocation in U.S. subprime residential securities. Before joining Corriente, James worked as a corporate banker for both Frost Bank and Regions Financial. He received a B.A. from the University of Texas at Austin in 1994.
An avid outdoorsman and conservationist, James served on the board of directors of the Oceanic Preservation Society and the Rocky Mountain Wolf Action Fund. He is also a former board member of the Child Studies Center Foundation and CASA of Tarrant County, and he is past President of the 1883 Council at the University of Texas at Austin. He is an active member of the Young Presidents' Organization (YPO). James splits his time between Crested Butte, Colorado, and Fort Worth, Texas, with his wife, Shannon, and his three teenagers.
Job Titles:
- Founder & Chairman, Texas Capital Bank
- Outgoing Chairman and CEO of Texas Capital Bancshares
Jody Grant is the outgoing chairman and CEO of Texas Capital Bancshares, a $4.3 billion bank holding company that he founded in 1998. Mr. Grant assumes the role of chairman emeritus and remains a member of the board of directors of Texas Capital.
Except for his role as EVP, CFO, and member of the Board of Directors of EDS Corporation from 1990 to 1998, (where he co-led the company's successful spin-off from its parent General Motors), Mr. Grant has spent the preponderance of his career in commercial banking. He was formerly chairman and CEO of Texas American Bancshares, at the time one of the largest bank holding companies in Texas. While senior vice president and economist of Texas Commerce Bank Houston, he led the effort that formed Texas Commerce Bancshares, which is now part of J.P. Morgan Chase Bank. He was the architect of the bank's expansion strategy and a key member of the team that made the company's first 35 acquisitions. A native of San Antonio, Tex., Mr. Grant began his banking career at Citibank in New York City. He is the author of two acclaimed books on the banking industry.
Mr. Grant has an undergraduate degree from Southern Methodist University, where he was an All-American swimmer, and he received his doctorate and master's degrees from the University of Texas.
In 2001, Mr. Grant received the American Banker "Community Banker of the Year" award. He is a member of World Presidents Organization and Chief Executive Organization and a former international president of Young Presidents Organization. He serves on the boards of Woodall Rodgers Park Foundation, MD Anderson, Communities Foundation of Texas, Dallas Citizens Council, KERA, and Dallas County Community College Foundation.
Job Titles:
- Senior Associate
- Senior Associate, Private Equity
Joey Paris is a senior associate on Satori's private equity team. He is responsible for analyzing, evaluating, and conducting due diligence for new investment opportunities as well as monitoring and supporting Satori's portfolio companies.
Prior to joining Satori, Joey worked as an investment banking analyst for Guggenheim Partners in its Restructuring and Liability Management Group, where he facilitated M&A, financing, and restructuring transactions. His responsibilities included identifying and tracking opportunities, evaluating capital structure solutions, conducting market research and other due diligence, building financial models, coordinating key constituents, and assisting with transaction execution. Previously, Joey worked as a summer analyst at Guggenheim and completed internships with ETB Consulting and Edge Capital.
Joey graduated with high distinction from the University of Virginia, where he was a Jefferson Scholar, Stamps Leadership Scholar, and Echols Scholar. He earned a B.A. in economics as part of UVA's Distinguished Majors Program as well as a B.A. in mathematics. Joey received the Duncan Hyde Clark Outstanding Economics Major Award and was selected by the Economics Department faculty to give the valedictory address at the school's commencement. While at UVA, Joey was involved with the Men's Leadership Project, a mentoring program for middle school boys in the local community, and during his time at Guggenheim, he volunteered regularly with the NYC Meatloaf Kitchen and Tim Tebow's Night to Shine event for individuals with special needs.
Joey lives in Dallas with his wife, Samantha, and enjoys basketball, musical theater, and travel.
Job Titles:
- Co - Founder and Chief Executive Officer of Whole Foods Market, Inc
- Founder & CEO, Whole Foods Market
John Mackey is co-founder and chief executive officer of Whole Foods Market, Inc., based in Austin, Texas. He is widely credited with helping fuel the rise of organic and natural food in the United States.
Mr. Mackey found his passion for organic foods in an unusual manner. In his early 20s, he joined a vegetarian cooperative even though he wasn't vegetarian. He thought living in a co-op would be a great way to meet women. And he was right. He met his girlfriend and eventual business partner Renee Lawson, and he also experienced what he called a "food awakening." In 1978, that epiphany led him and Lawson to open a natural foods grocery store called Safer Way, a counterculture alternative to conventional grocery chain Safeway. Mr. Mackey didn't have an MBA, but he claims to have gotten the perfect education for launching a retail store by studying philosophy. Safer Way struggled during its first two years, and he and Lawson eventually teamed up with two competitors to form Whole Foods Market, Inc.
Mr. Mackey attributes the success of Whole Foods to his application of libertarian philosophies and free-market principles. He says he runs the company "with a conscience." Whole Foods is considered the first major grocery chain to adopt humane treatment standards for animals. Mr. Mackey says he gets "a sense of deep meaning and purpose" by helping others improve their quality of life with natural food.
Prior to launching Safer Way, Mr. Mackey tried his hand at being a college student. He attended two universities, but dropped out six times. Still, he says he notched 130 credit hours in electives, mostly in religion and philosophy.
Today, Mr. Mackey lives on a 720-acre ranch west of Austin with his wife, Deborah. They practice yoga and meditation. Mr. Mackey has two books in the works: The Whole Story, which talks about the company's birth and his business philosophies, and The FLOW Papers, a collection of essays about a nonprofit organization he co-founded in 2003.
Mr. Mackey loves to read, debate politics, and engage fans and critics on his blog.
Job Titles:
- CEO of Ranger Wireless Holdings
- Telecommunications
John Ofenloch is CEO of Ranger Wireless Holdings. He has more than 25 years of technology management experience with a focus on the telecommunications, internet services, and integrated optic manufacturing industries. His experience includes development and implementation of restructuring and business plans and strategic initiatives. He has assisted in the completion of an initial public offering, negotiated sale lease-backs, and worked on various mergers and acquisitions.
John has served in executive management roles at a photonics component manufacturing company, where he had overall responsibility for strategic planning, general accounting, treasury, budgeting, financial reporting, and investor relations. He also held management roles at a holding company that controls telecommunications operating divisions and subsidiaries in the U.S. Virgin Islands, as well as at Pacific Crossing Limited, a company that operates a trans-Pacific, sub-sea network providing a vital link between the U.S. and Asia. Additionally, he continues to serve as a director on charitable boards.
John holds a bachelor's degree in finance from Auburn University and a Masters in Business Administration (MBA) from Southern Methodist University.
Job Titles:
- Managing Director, Private Equity
Jon is a member of Satori's investment committee, a board member of Formulife and Zorch Holdings, and is involved with a number of the firm's other investments. He was formerly involved with California Products Corporation, FWT, Longhorn Health Solutions, Origami Owl, Novaria/Fitz Aerospace, and SunTree Snack Foods.
Prior to joining Satori in 2011, Jon was at Madison Dearborn Partners, Chicago's largest buyout fund with more than $18 billion under management. While at Madison Dearborn, Jon evaluated new investment opportunities and monitored portfolio operations within the building products, basic industrials, financial services and healthcare sectors. Prior to joining Madison Dearborn, Jon was a member of the Global Healthcare Investment Banking group at Lehman Brothers in New York. While at Lehman, he focused on mergers, acquisitions and corporate finance transactions primarily for healthcare services companies. Jon has also worked with Hunter Equity Capital, a private investment firm exclusively focused on the lower middle market.
Jon's passion for entrepreneurial business began while observing his father build, scale, and ultimately sell his commercial foodservice ventilation business. Throughout high school and college, Jon spent his summers working in the family business, starting as a warehouse worker and eventually migrating across the organization. During that time, Jon developed an intimate understanding of the challenges small businesses face as they scale from inception to sustainably-run enterprises. His desire to partner alongside entrepreneurs as they maneuver this journey was a key contributor to what brought him to Satori.
Jon received an MBA from the Kellogg School of Management at Northwestern University and a B.A. in economics, magna cum laude, from Wabash College. He lives in Dallas, Texas with his wife Natalie and their four children.
Job Titles:
- Director of Investor Experience
- Member of the Junior League of Dallas
As director of investor experience, Karlene Stewart is primarily responsible for preparing and providing information to support, inform, and assist investor decisions and actions. She conducts analysis, coordinates capital calls and commitments, assists with investment plan implementation, and manages special requests, helping to positively shape the overall experience of Satori's investors.
Prior to joining Satori, Karlene spent three years at PricewaterhouseCoopers (PwC) in the capital markets and accounting advisory services group. There, she advised clients and audit teams on accounting and reporting issues related to the adoption of new accounting standards. Previously, she participated in a one-year program as a postgraduate technical assistant at the Financial Accounting Standards Board (FASB).
Karlene is a summa cum laude graduate of the TCU Neeley School of Business, where she received her B.B.A. in accounting and finance and her Master of Accounting degree. She participated in the TCU Neeley Fellows Honors Program and was the top Neeley Scholar of the master's program, a recipient of Neeley Finance and Accounting awards, and a member of the John V. Roach Honors College. She is a certified public accountant in the state of Texas.
Karlene is a member of the Junior League of Dallas. She also enjoys playing tennis and plays in the Tennis Competitors of Dallas (TCD) and Metroplex leagues. She lives in Dallas with her husband, Taylor, daughter, Perri, and their dog, Arthur.
Keera Ketterman supports Satori's private equity team, coordinating and executing administrative functions and strategic initiatives. Drawing on her background of managing complex projects, Keera handles a wide variety of responsibilities ranging from vendor negotiations to long-term planning and provides direct administrative support to key members of the firm's leadership.
Prior to joining Satori, Keera spent more than seven years at GKN Aerospace, where she rose to the position of chief of staff, with responsibilities including managing major projects, developing strategic plans, and leading business unit reviews. In that role, she successfully led many critical initiatives to meet financial targets and served as a principal point of contact for key internal and external stakeholders in the business. Previously, she held executive assistant roles in diverse industry segments, including commercial real estate, financial services, public relations, and manufacturing.
Keera earned her Bachelor of Arts from Southern Methodist University. She is an avid traveler, a fantasy football aficionado, and a supporter of marine conservation.
Larry North has been a leading expert in the health, fitness, nutrition, and weight loss sector for more than three decades. He has operated cutting-edge health clubs, authored three best-selling books, appeared on numerous radio and television programs, and created a globally successful weight-loss program, "The Great North American Slimdown," that reached more than $150 million in revenue.
After advising Satori team members regarding health and wellness initiatives through the firm's "Optimal Living" initiative, Larry found himself inspired by the principles of conscious capitalism and began to see his relationship with Satori as a continuation of his lifelong focus on impacting and enriching the lives of others.
Larry's orientation toward others and his gift for selflessly connecting values-aligned people has resulted in the development of countless valuable personal and professional relationships throughout the Satori ecosystem.
Larry lives in Dallas with his wife, Brenda, their dog, Bliss, and their cat, Buda.
Job Titles:
- Founder and Chairman of the Family Office Association
- Investment Management
Marc J. Sharpe is the founder and chairman of The Family Office Association, an organization formed in 2007 to provide a forum for single family office principals and professionals to share ideas and best practices, pool buying power, leverage talent, and conduct due diligence.
Marc's career in the investment management industry spans more than 25 years. He has held positions in investment banking for Goldman Sachs Group Inc. and Wasserstein Perella & Co. Inc. in addition to founding a venture capital incubator in the UK and working on strategic initiatives for Dell Inc. In 2006, Marc took a position as portfolio manager and research director for a full-service single family office serving a select group of ultra-high net worth families. After successfully navigating through the 2008 market crash, he subsequently joined an international private equity firm with assets valued at $1 billion specializing in control investments.
Marc has also served as a managing director for a boutique investment advisory firm providing alternative asset strategies to ultra-high net worth families and registered investment advisors, and he is the founder of IVY EB-5, which is responsible for building strategic partnerships and investment opportunities throughout the world via the United States' EB-5 immigration investment visa program.
Marc holds an M.A. from Cambridge University, a M.Sc. from Oxford University, and an MBA from Harvard Business School. He is active in the Houston community and serves on the Board of the Holocaust Museum Houston, the HBS Houston Angels, and sits on the Investment Committee of two Houston-based foundations.
Job Titles:
- Stakeholder Operations Manager
As stakeholder operations manager, Marissa Kelly focuses on fostering and supporting Satori's culture of peak performance through multiple stakeholder-centric initiatives. She supports various initiatives in the areas of recruiting, onboarding and offboarding, goal tracking and performance development, and optimal living programming designed to provide team and culture enrichment. Her responsibilities include managing the recruiting process for Satori's open positions, supporting Satori's "Best Place to Work" initiatives, leading the firm's summer internship and community outreach programs, and assisting with other internal projects, events, benefits, and culture initiatives.
Prior to joining Satori, Marissa was the director of risk management, human resources, and strategic marketing for Novaria Holdings, where she developed and managed all facets of the company's strategic human resources programs for 11 divisions and 1,000 employees. Previously, she served as a division marketing manager for Parker Hannifin Corporation and as a division director and staffing manager for Robert Half International.
Marissa earned a B.B.A. in marketing and business journalism from Baylor University. She lives in Fort Worth with her husband, Kirk, twin daughters Kanon and Clare, and their dog, Gus. In her free time, she enjoys spending time on the lake with her family, cooking, and traveling.
Job Titles:
- Director
- Director, Private Equity
Marshall Goldsmith is a director at Satori Capital and is responsible for sourcing and evaluating new investment opportunities, managing new and existing investments, and advising the companies in Satori's private equity portfolio.
Prior to joining Satori, Marshall was an associate at Palladium Equity Partners in New York, where he worked primarily with middle-market, founder-owned companies in the financial and business services sectors. His experience included investment origination and execution as well as liquidity/exit. He also managed portfolio companies and collaborated with leadership to drive operational change. Before joining Palladium, he was an analyst at David N. Deutsch & Company, where he gained sell-side M&A experience working with middle-market businesses, and an analyst at Seneca Financial Group, where he focused on restructuring transactions.
Marshall received a B.S. in accounting and finance from the University of Virginia, and he holds the Chartered Financial Analyst® designation.
Job Titles:
- Global Head of Responsible Investment Is Responsible for Directing
- Global Head of Responsible Investment, AXA
Matt Christensen joined AXA IM in 2011 and as Global Head of Responsible Investment is responsible for directing, implementing and overseeing the development of an impact investment programme and the integration of ESG criteria across asset classes and multi-asset solutions. Matt has been a leading voice in the field of responsible investment and was a member of the European commission's coordination committee to explore the future of sustainability policy and legislation in the EU, a position he held until joining AXA IM.
Prior to AXA IM, Mr. Christensen was a Founding Director at Eurosif, the leading European responsible investment think tank, where he worked for nine years. Before that, he was a Business Development Director at Motley Fool. Prior to that, Mr. Christensen was a Strategy Consultant at both Braxton Associates and Deloitte Consulting.
Mr. Christensen has held Board positions with impact funds in the alternatives arena, including a listed private equity fund on the London Stock Exchange, and as Vice President of one of the largest microfinance funds.
Mr. Christensen holds an MBA and an M.A. in international political economy from the University of Pennsylvania - Wharton.
Job Titles:
- Office Manager / Receptionist, Dallas
Michaela Gray manages Satori's Dallas office and provides administrative support to Dallas team members. She also assists with special projects, events, and firmwide initiatives.
Prior to joining Satori, Michaela spent three years as an executive and administrative assistant for The Plexus Groupe, a commercial insurance brokerage. Her responsibilities included coordinating meetings and travel, handling correspondence and communication, managing events, generating and processing monthly reports, and other administrative tasks. Previously, Michaela was a department manager at Nordstrom, where she executed on volume and productivity goals and recruited and managed the sales team.
Michaela received her Bachelor of Science degree from Texas Tech University. She lives in Dallas with her two rescue dogs, Winnie and Pascal. In her free time, she serves with the student ministry at her church and enjoys trying new coffee shops and visiting family.
Job Titles:
- Vice President on the Private Equity Team
- Vice President, Private Equity
Mitchell Steele is a vice president on the private equity team. He is responsible for conducting research and analysis for new investment opportunities as well as monitoring and supporting Satori's portfolio companies.
Prior to joining Satori, Mitchell was a financial analyst at Houlihan Lokey in the Consumer, Food & Retail Group. He was involved in numerous M&A transactions in the consumer industry, with a specific focus on the home products, consumer electronics, and active lifestyle sectors. His responsibilities included sourcing opportunities, performing valuation analysis, conducting due diligence, building financial models, evaluating market and industry dynamics, and assisting with transaction execution. Previously, Mitchell worked as a private equity intern for CIC Partners and as a summer analyst at Houlihan Lokey.
Mitchell is a magna cum laude graduate of the Cox School of Business at Southern Methodist University, where he earned a B.B.A. in finance with a specialization in alternative asset management. While at SMU, he was accepted into the highly selective Encap Investments & LCM Group Alternative Asset Management Center Program, and he was a Fellow of the Don Jackson Center for Financial Studies.
Job Titles:
- Fund Operations Manager
- Fund Operations Manager for Satori
As fund operations manager for Satori's investor experience team, Nicole Weirich is responsible for leading operational and administrative functions such as resource organization, meeting coordination, procedure documentation, calendar support, and ownership of certain investor-related processes. She supports the investor experience team's efforts to efficiently respond to and manage investor and internal team requests, and she coordinates investor on-boarding and oversees maintenance of the investor portal. She also assists with firmwide initiatives and special projects.
Prior to joining Satori, Nicole was an investor relations associate at Strait Capital, where she managed a variety of client-focused responsibilities such as on-boarding, document processing and management, CRM database maintenance, and treasury services. Previously, she served as a private equity investment analyst at the California State Teachers' Retirement System (CalSTRS), where she performed analytics, coordinated closing processes, and managed the deal pipeline. She also worked in an administrative assistant role at the California Public Employees' Retirement System (CalPERS). Prior to that, she worked as a web administrator and assisted with the growth of a start-up business that was acquired by Match Group in 2012.
Nicole earned a Bachelor of Science degree in business administration from California State University, Sacramento, with a minor in communications.
Job Titles:
- Author, "Megatrends" Books
Patricia Aburdene is one of the world's leading social forecasters. For 25 years she has been tracking how change impacts business. Through her books, talks and workshops, Ms. Aburdene has helped thousands of organizations and millions of people make the most of social change and transformation.
Ms. Aburdene is co-author of the number one New York Times bestseller Megatrends 2000 as well as Megatrends 2010: The Rise of Conscious Capitalism, a blueprint of the social, economic and spiritual trends transforming free enterprise. As the tag line promises, the book describes seven new trends that will transform how you "Live, Work and Invest."
Ms. Aburdene has lectured throughout the U.S., Canada, Europe, South America, Australia and the Pacific Rim. Clients include Adecco, the Professional Coach and Mentor Association, the Management Institute of New Zealand and the Consciousness in Business conference in Santa Fe, N. Mex.
Ms. Aburdene's lifelong career in business journalism began at Forbes in 1978. As a Policy Fellow at Radcliffe College, Cambridge, Mass., from 1993 to 1996, she explored emerging leadership models.
Ms. Aburdene holds a B.A. in philosophy from Newton College of the Sacred Heart (now Boston College), an M.S. in library science from Catholic University, and three honorary doctorates. In 1990, she was awarded the Medal of Italy for her interpretation of global trends. Ms. Aburdene lives in Telluride, Colo. and Cambridge, Mass.
Job Titles:
- Chairman of INCA Group LLC
- Financial Services
Paul Schlosberg is Chairman of INCA Group LLC, a private holding company that specializes in facilitating merger and acquisition transactions, developing and executing turnaround and strategic management strategies, and creating and capitalizing corporate entities and public-private partnerships.
Paul has more than 30 years of experience in strategic business development, financial management, and organization structuring. He enjoyed over 10 years as a member of The NASDAQ Stock Market Listing Qualifications Committee in Washington, D.C. Additionally, he continues to serve actively on public, private, and charitable boards of directors. He holds the associated Audit, Compensation, and Corporate Governance positions on those committees.
In 1982, Paul joined Bear, Stearns & Co. as an Associate Director and Account Executive, during which time he established a strong portfolio of domestic and international clients. He was subsequently recruited by First Southwest Company to advance and direct the Private Client Services and Asset Management Divisions. At First Southwest, Paul was recognized for his ability to restructure, scrutinize, and fine-tune balance sheets, income statements, and corporate operations. In 1997, Paul was asked to serve as President and Chief Operating Officer of First Southwest Company and Chairman and Chief Executive Officer of First Southwest Asset Management, Inc., which concluded in his departure from the firms in mid-2003.
Paul earned an MBA from Southern Methodist University and a B.B.A. in finance and accounting from The University of Texas at Austin. He completed Corporate Board of Directors Executive Education Courses for four consecutive years at Harvard University, where he covered Audit, Compensation, and Governance issues facing boards today. He also holds additional professional licenses and designations including a number of FINRA Securities licenses. His is also is a Real Estate Broker in the State of Texas and a Certified Financial Planner.
Job Titles:
- Chief Investment Officer of Satori Environmental
Paul Strigler is chief investment officer of Satori Environmental, a long/short equity strategy that primarily invests in securities impacted by the global energy sector's shift from fossil-based systems to renewable sources. Paul leverages his deep sector expertise, rigorous financial modeling, and robust network to identify catalysts and evaluate opportunities within a proprietary investment universe designed to capture the sector's most important megatrends.
Prior to joining Satori, Paul spent nearly 18 years at a Boston-based hedge fund manager, where he began investing in renewables in 2004 and helped launched the longest-tenured renewables-dedicated hedge fund in the world in June 2009. Over his 12-year tenure, that fund delivered strong, industry-leading absolute returns and significantly outperformed sector benchmarks. Previously, Paul was a strategy consultant at L.E.K. Consulting and held analyst roles at Credit Suisse First Boston and J.P. Morgan.
Paul earned his B.A. in economics, with honors, from the University of Chicago and a general course degree in economics from the London School of Economics and Political Science.
Paul and his family have relocated to Fort Worth from Boston and look forward to engaging the Fort Worth community. In his free time, he supports the educational choice movement, having previously served on the board of a Boston-based charter school organization. In addition, he tries to savor precious time with his two young sons and has become a bit of an RV enthusiast after journeying 13,000 miles across the U.S. with his family in the summer of 2021.
Job Titles:
- Portfolio Manager for the Satori Alpha Investment Team
- Portfolio Manager, Satori Alpha / XL
As portfolio manager for the Satori Alpha investment team, Pedro Glaser is responsible for evaluating investment opportunities, monitoring investments, and analyzing and optimizing investors' portfolios.
Prior to joining Satori, Pedro served as the head of global treasury operations at Tesla, where he was responsible for daily cash positioning, cash flow forecasting, global payments, foreign exchange trading, short term investments, and liquidity management. Pedro previously led the portfolio management team at SolarCity, where he was responsible for all tax equity funds, debt facilities and securitizations. He also worked as a high yield hedge fund analyst at Nomura Asset Management in London and New York.
Pedro earned his MBA in finance from the UCLA Anderson School of Management, where he was named a Faculty Scholar, included on the Dean's List, and received the Benson Family Fellowship award. He received his B.A. in economics from Harvard University, where he was awarded a grant from the David Rockefeller Center to investigate regional inequality in Brazil. He holds the Chartered Financial Analyst® designation.
Pedro is fluent in Portuguese and conversant in Spanish, enjoys watching and playing tennis, and lives in Fort Worth with his wife, Audrey, and their son, Thomas.
Job Titles:
- Co - Founder
- Managing Partner
Randy Eisenman operates at the intersection of his passions of investing, entrepreneurship, and sustainability. He is co-founder and managing partner of Satori Capital, a multi-strategy investment firm founded upon the principles of conscious capitalism. Satori's private equity business partners with talented leadership teams of companies operating with a long-term perspective, a deep commitment to their mission, and a focus on creating value for all stakeholders. Satori's alternatives business, Satori Alpha, creates and manages portfolios primarily by investing in hedge funds, alternative fixed income, and real assets, and it provides acceleration capital to emerging asset management firms committed to building sustainable enterprises.
Prior to co-founding Satori, Randy spent ten years at Q Investments, a multi-billion dollar private investment firm founded by two former investment professionals with the Bass Family. Randy launched the firm's private equity business and served as a partner for seven years. He was the youngest to be named Partner in the history of the firm at age 25.
While at Q Investments, Randy founded Handango to capitalize on the emerging mobile applications market. Stepping into an operating role as president and chief executive officer, he drove the company's strategy and built a world-class team, positioning Handango as the global leader in the smartphone content market. Handango won numerous awards including being named to the Inc. 500; being named one of the "Best Companies to Work for in America"; and named to the Top 101 Classic Web Sites by PC Magazine. Randy was named as Ernst & Young's Entrepreneur of The Year for 2004.
Prior to joining Q Investments, Randy worked as a financial analyst for Goldman Sachs & Co. in the Principal Investments Area, which manages the firm's private equity funds and investments. During his tenure at Goldman Sachs, Randy focused on venture capital, growth equity, and leveraged buyouts in a variety of industries. In earlier positions, he worked as a financial analyst at Bear Stearns with a focus on mergers and acquisitions, and at HBK Investments, a multi-strategy hedge fund.
Today, Randy is engaged in a variety of organizations that leverage his skills and passions. Randy is a founding trustee of Conscious Capitalism, Inc. and is currently active in the organization. Further, Randy is actively involved in Young Presidents Organization (YPO) where he recently served as the North America co-chairman of the organization's Sustainable Business Network and currently serves alongside Sunny Vanderbeck, also of Satori, as co-chairman of the YPO Entrepreneurship and Innovation Network, launched to help members accelerate the growth of their businesses.
Randy is a member of the Board of Trustees of Cook Children's Health Foundation and serves on the foundation's investment committee, which was named Small Foundation of the Year in 2010 by Institutional Investor. Randy is also a member of the Fort Worth Country Day School Board of Trustees and serves on the school's endowment investment committee and its trustee and leadership committee. Additionally, Randy serves as an advisory board member to TCU's Neely School of Business Entrepreneurial Program.
Randy holds a bachelor's degree in business administration from the University of Texas, where he graduated with high honors from the Business Honors Program.
Job Titles:
- Principal and Investment Committee Member
Rugger Burke is a principal and investment committee member at Satori Capital where he also serves as co-general counsel. As part of his day-to-day responsibilities, he helps lead the private equity investment team and serves as one of the firm's representatives on the boards of a number of the firm's portfolio companies.
Rugger previously served as the CEO of Minlam Asset Management LLC, the investment manager for the Minlam Microfinance Fund, an emerging market debt fund with an investment strategy focused on providing debt capital to microfinance institutions globally. Between the date of inception and the date of its successful sale to GMG-MicroVest, the Fund provided more than $85 million in debt investments to 53 microfinance institutions in 31 countries with a cumulative loan default rate of less than 1%.
Job Titles:
- Co - Founder
- Investor
- Managing Partner
Sunny is co-founder of Satori Capital, a multi-strategy investment firm founded on the principles of conscious capitalism. By providing real-world insights from its experienced team and long-term funding with no fixed time constraints, Satori acts as a true partner for its portfolio companies as it challenges them to pursue extraordinary outcomes for all stakeholder groups.
Job Titles:
- Senior Executive at Berkshire Hathaway Automotive
Vic Keller is a senior executive at Berkshire Hathaway Automotive and is the founder of the ZAK Automotive Companies.
Vic began his career with JP Morgan in commercial banking, where he partnered with several mentors who invested in his early development, equipping him to earn the coveted top performance achievement award in his first year of employment. He then began his career in the automotive industry as an executive with Wynn's International in its oil and insurance subsidiary, Wynn's Automotive.
In 2002, Vic started his first company, carXperience, and after one year partnered and grew the business with automotive industry icon Cecil Van Tuyl. Over the past 15 years, Vic has launched several companies, all which vertically integrate into the automotive industry. His current enterprise, ZAK Automotive Companies, includes ZAK Products, ZAKTEK and NEXEMO. ZAK Products offers franchised automotive dealerships a comprehensive line of professional-grade fluid maintenance products combined with industry-leading training. ZAK Products is an official partner of NASCAR and is designated as the #1 Professional Maintenance Fluid of NASCAR. ZAKTEK is an interior and exterior paint insurance protection program sold exclusively within franchised car dealerships, and NEXEMO is a B2B e-commerce purchasing platform for the automotive industry. Collectively all of these companies continue to earn double-digit growth year over year and have been recognized by Inc. 500/5000 as one of the fastest-growing privately held companies in America in 2013, 2014, and 2015. In March of 2015, Vic successfully sold all of the ZAK Automotive Companies to Berkshire Hathaway.
While Vic remains involved in a leadership capacity in these companies, his role as a senior executive for Berkshire Hathaway Automotive provides him the platform to implement his entrepreneurially driven culture and strategy within a fortune 500 company. Berkshire Hathaway Automotive is a $10 billion company with 11,500 associates and, as Mr. Buffett has noted, is destined for significant growth under his ownership.
The Automotive Aftermarket Industry Association (AAIA) awarded Vic the 2011 Impact Award, recognizing his contributions as an automotive industry executive. Vic has been a finalist for the EY Entrepreneur of the Year, Southwest Award in 2015 and 2016. He is a graduate of Texas Tech University.
Job Titles:
- Associate
- Associate, Private Equity
Watson Jackson is an associate on Satori's private equity team. He is responsible for conducting due diligence on new investment opportunities as well as monitoring and supporting Satori's portfolio companies.
Prior to joining Satori, Watson worked as an investment banking analyst for Guggenheim Partners, where he participated in all aspects of transactions, including due diligence, financial modeling, and valuation and return analysis. Previously, Watson worked as a summer analyst at Guggenheim and as a research and data analyst at Woozle, a UK research firm serving hedge funds, asset managers, and private equity firms.
Watson is a summa cum laude and honors graduate of the Cox School of Business at Southern Methodist University, where he earned a B.B.A. in finance with a specialization in alternative asset management, along with a B.S. in applied physiology and sport management. At SMU, Watson was a Hunt Leadership Scholar, a BBA Scholar, and a member of several honor societies including the highly selective EnCap Investments & LCM Group Alternative Asset Management Center program. Watson was also named the Simmons School of Education Man of The Year for his academic and leadership achievements.
Watson enjoys sports, board games, and spending time with his friends, family, and Bernese Mountain dog named Chubby.
Job Titles:
- Capital 's Executive Coach
- Executive Coach in Residence
Wes Blair is Satori Capital's executive coach in residence.
Wes assists business leaders in transforming their companies "from scrambling to scaling" by unlocking their general management and leadership capacity. He typically works with chief executive officers and owner-operators willing to embrace sustained change programs to achieve breakthrough performance improvement for all stakeholders.
Wes introduces proprietary tools and templates that enable executives to effectively implement and sustain new operating models. Areas of focus include organization and talent design, recruiting plans, compensation plan design, initiative prioritization and execution, scaling systems and processes, and many others. Leaders typically report a successful shift from the need for daily heroics to a more impactful focus on the business's most strategic issues they are uniquely qualified to address.
Wes has significant experience operating small and large businesses in both challenging and rapid-growth environments. He was president of private equity-sponsored industrial equipment company PrimeSource and a division president of a $1 billion publicly traded airline during its successful turnaround. Earlier in his career, he participated in the turnarounds of Continental Airlines and Dell Computer. He was also a manager at Bain & Company.
Coaching relationships have included multi-year engagements with First United Bank and driversselect (now a part of Sonic Automotive) that resulted in exponential scaling and meaningful cultural advancement. At Satori, Wes has worked with Able Machinery Movers, Accelerated Learning Solutions, Formulife, Hobo, Lovesac, Purple Land Management, and SunTree Snack Foods.
Wes graduated magna cum laude with a degree in mathematical economic analysis from Rice University. He lives in Dallas with his wife and three sons.
Job Titles:
- Chief Financial Officer
- Chief Operating Officer
- Partner
Willie Houston III is a partner and chief operating officer / chief financial officer at Satori Capital, where he is responsible for all operational, financial, legal, investor experience, technology, and compliance aspects of the firm and its affiliates. Prior to joining Satori, Willie was senior director of financial operations at TPG, a leading global private investment firm with more than $70 billion of capital under management. Willie led a global team of finance professionals that supported the firm through its rapid growth and evolution from a pure private equity investor to a diverse asset manager with businesses specifically focused in areas such as credit, real estate, equity securities, and energy. Willie was also chief financial officer of TPG's registered broker-dealer, which focuses on private placements and underwritings.
Prior to joining TPG in 2008, Willie was a member of the business advisory practice at Ernst & Young, where he led clients in various industries through major initiatives in the areas of risk management and business process improvement. From 2000-2006, Willie was a manager in the corporate audit function at BNSF Railway, a financial analyst at Lockheed Martin Aeronautics Company, and a financial analyst at AT&T.
Willie received an MBA in operations management from the University of Texas at Arlington and a B.B.A. in accounting from Jackson State University. Willie is a certified public accountant, certified internal auditor, and holds a series 27 financial and operations principal designation. He serves on the board and facilities committee of Cook Children's Health Foundation, a nonprofit organization dedicated to providing health care to the community with generous philanthropic support. He also serves on the board and finance committee of Trinity Valley School in Fort Worth. Together with his family, Willie has also been actively involved in other nonprofit organizations, including Mount Olive Baptist Church, Boys and Girls Club of Greater Fort Worth, Big Brothers Big Sisters, and Jackson State University.