Nigel Morris is the co-founder and managing partner of QED Investors, a fintech venture capital platform focused on disruptive, high-growth financial services companies. QED has made numerous unicorn investments, including Credit Karma, NuBank, Avant, SoFi, Klarna, GreenSky, and AvidXchange.

Nigel is the Chairman of ClearScore and Mission Lane and serves on the boards of Red Ventures, AvidXchange, MediaMath and Zopa.  He also serves on the board of ideas42, and Scotia’s Digital Advisory Council, and he works in an advisory capacity with General Atlantic and Oliver Wyman.

Prior to QED, Nigel co-founded Capital One Financial Services in 1994. Under Nigel’s leadership as President and Chief Operating Officer, Capital One pioneered an information-based strategy that transformed the consumer lending industry.

Nigel grew up mostly in England and takes immense pride in the fact that he is at least half Welsh. He has an MBA with distinction from London Business School, where he is also a Fellow. He is an avid cyclist, but is happiest when he is at home in Virginia with his wife, four children, and three grandchildren.

Hear from a panel of our investment research team members as they discuss the investment landscape. This team of investment professionals aggressively and expertly canvasses the waterfront, looking for hidden, niche, capacity constrained managers around the world. They have conducted over 1000 meetings this year and accepted only a very limited number of new mangers on our investment platform – a highly selective approach.

Jeff Burney, Chief Strategy Officer, Crestone Capital

As the Chief Strategy Officer and a member of the Executive Leadership team, Jeff provides strategic guidance for Crestone, managing the firm’s sustainable growth and long term vision. In addition to being responsible for the firm’s overall growth, Jeff oversees Client Advisory and works with both existing and prospective clients, serving as a trusted advisor to entrepreneurs and executives, providing the best solutions to meet clients’ financial and personal objectives.

Jeff’s passion and talent for developing long-lasting relationships and leading the Crestone's exceptional team, extends to the firm's mission of delivering extraordinary wealth management services to select families seeking peace of mind through a Trusted Advisor relationship. Jeff provides ultra-high net worth entrepreneur and executive clients with personalized and integrated wealth management solutions, including holistic balance sheet advisement, investment strategy and implementation, concentrated position management, and wealth preservation and transfer planning.

Jeff brings a great deal of relevant wealth management experience from his ten years with JPMorgan Private Bank. Prior to his Executive Director position with JPMorgan in the Denver / Rocky Mountain region, Jeff resided in New York City where he worked directly for the Private Bank’s Chief Investment Officer to develop the firm’s investment strategy and oversee portfolio construction for $600 billion in client assets globally.

Jeff received his Bachelor of Business Administration in Finance and Business Economics from Ohio University in 2006. Jeff serves on the Crestone Investment Committee and Impact Committee.

Jeff and his wife, Sarah, are proud parents to their two sons, Hunter Donald and Brooks Nelson. Jeff’s community involvement includes serving on: the Executive Board for the Boy Scouts of America’s Denver Area Council, the Professional Advisor’s Council of The Denver Foundation, the Advisory Council for CU Denver’s Center for Entrepreneurship, and the Programs Committee for Lakewood Country Club.

Matt Wiles, Chief Operating Officer, Crestone Capital

As the Chief Operating Officer and a member of the Executive Leadership team, Matt leads the day-to-day strategic operations and management of the firm. In addition to being responsible for the firm’s growth, team, and culture, Matt is actively involved in investment and client matters and oversees Client Advisory, Operations, Accounting, Reporting and IT departments. In this role, he serves as a trusted advisor to entrepreneurs and executives and helps provide the best solutions to meet clients’ financial and personal objectives.

During his tenure at Crestone, Matt has served as Manager of Client Advisory Services and Senior Client Advisor before being promoted to Co-Director of Client Advisory. Before joining Crestone in 2007, Matt was an Associate of Client Management and Portfolio Development at Mount Yale Capital Group in Denver, Colorado. Prior to Mount Yale, Matt worked as an equity trader and research associate at Unicom Capital, LLC, a Denver-based hedge fund.

Matt received his Bachelor of Science in finance from the University of Colorado in 2001. Matt serves on the Crestone Investment Committee and Risk Committee.

Trina Spear is the Co-CEO and Co-Founder of FIGS, the digitally native, DTC healthcare apparel and lifestyle brand creating technically advanced products for the modern healthcare professional. FIGS is on a mission to celebrate, empower and serve healthcare professionals, our AWESOME HUMANS.

FIGS has revolutionized the large and fragmented healthcare apparel industry by branding a previously unbranded industry and de-commoditizing a previously commoditized product. Under Trina’s leadership, FIGS has created premium products for healthcare professionals, introduced a convenient and seamless DTC online platform, and built a community around a profession.

Trina’s accolades include being named in Goldman Sachs’ 100 Most Intriguing Entrepreneurs (2018 & 2019); Endeavor Entrepreneur (Endeavor, 2015); Entrepreneur of the Year (Ernst & Young, Los Angeles Region, 2018). Her article, “Transforming the Healthcare Experience: Doctors, Nurses, Patients, and Beyond,” was published in the Journal of the American College of Radiology in 2017. Additionally, under Trina’s leadership, FIGS was ranked Number 21 on Inc. Magazine’s Inc. 5000 ranking of the nation’s fastest-growing companies in 2018.

Prior to launching FIGS, Trina was an associate with the Blackstone Group – a leading global alternative investment business – in the firm’s hedge fund group. She also spent four years with Citigroup's investment banking and private equity divisions. Trina is a member of the 2018 Class of Henry Crown Fellows at the Aspen Institute. Trina received her BA in Economics from Tufts University, graduating magna cum laude, and she completed her MBA at Harvard Business School.

Mitchell is the Founding Partner at Lead Edge Capital. Prior to founding Lead Edge, Mitchell was on the investment teams at Eastern Advisors and Bessemer Venture Partners. He also previously worked at UBS Investment Bank. Mitchell received his B.A. in Economics from Williams College and an M.B.A. in Marketing from the Wharton School at the University of Pennsylvania. Mitchell is formerly a nationally ranked alpine ski racer.

For over three decades, Eric has pioneered new approaches for delivering uniquely customized wealth management solutions to individuals and families who desire a more personalized way to pursue their life’s goals.  

Since founding Crestone in 1991 (originally as the Eric J. Kramer Company), Eric has led the firm’s advancement of performance-driven investment management, financial and cash-flow planning, and wealth preservation strategies. He also oversees management of Crestone’s real estate investments.

Eric received his Bachelor of Science in Finance from the University of Colorado. He is a Chartered Financial Consultant® (ChFC®).

Eric serves as Chair of the Crestone Investment Committee.

Apart from Crestone, Eric serves on the board for the University of Colorado Foundation and is Chairman of its Investment Policy Committee. He is also a member of YPO-WPO International.

The Surf Conservation Partnership (SCP) is pioneering a new way to protect the world’s oceans. Building on surfers’ passion, SCP is working to protect areas where world class waves overlap with irreplaceable ecosystems. This is the first global initiative of its kind that merges a passion driven sport and lifestyle to achieve greater conservation and to address the impacts of climate change. 
 
People protect what they love. The Surf Conservation Partnership is a revolutionary new way to protect the oceans we all love. This approach can be applied to any sport or activity that depends on nature and is proven to transform conservation. 

Umer Raffat is a Senior Managing Director at Evercore ISI and heads our large cap therapeutics effort spanning Biotech, Pharmaceuticals-major and Specialty Pharmaceuticals.

Umer has been ranked #1 on twelve separate occasions by Institutional Investor, starting from his very first year covering the sector. He currently ranks #1 across all three sectors he covers: biotech, pharma-major and pharma-specialty. Previously, he ranked #1 Rising Star Analyst for two years in a row.

Umer started his equity research career under Dr. Mark Schoenebaum at Deutsche Bank in 2010, and they moved together to Evercore ISI. Umer has an undergrad in biology from University of Texas at Arlington and a Masters from Harvard School of Public Health.

In 2020, Umer was inducted into Hall of Fame by Institutional Investor All America Research Team, a designation for analysts who have earned a No. 1 ranking ten times or more.

Jonathan Miller is Vice President at Evercore ISI, working with Umer on large cap therapeutics effort spanning Biotech, Pharmaceuticals-major and Specialty Pharmaceuticals. Miller received a doctorate from Yale University and an undergraduate degree from Princeton University.