Eric Kramer, Managing Partner, CEO and CIO, Crestone Capital and Michael McGowan, Managing Director of Investment Research, Crestone Capital discuss market views, what has changed, and what investment actions we are taking.

Frank is a Founding Partner and the Chief Investment Officer of QED Investors, a premier VC firm focused on the fintech ecosystem.

QED has invested in 200+ companies over the past 15 years and currently has $4.3 billion under management. Frank has made Forbes’ Midas List each of the past five years as “One of the World’s Best VC Investors.”
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Previous to QED Investors, Frank was one of the early architects who helped create what became Capital One. In his 13-year Capital One journey, Frank was responsible for many “firsts” that helped lay the foundation for what Capital One is today.

Frank graduated from the University of Virginia with degrees in Applied Mathematics (B.S.) and Systems Engineering (M.S.).

He writes prolifically on Twitter as @fintechjunkie and posts additional content frequently on qedinvestors.com and fintechjunkie.com

Christian joined QED as a principal in 2022 focusing on domestic investments across multiple stages, with an emphasis on early stage companies.

Previously, Christian ran growth for Gemini and Nifty Gateway. Prior to roles in crypto and web3, he held executive growth and marketing positions at Tubi (acquired by Fox for $500 million), Wish ($14 billion market cap IPO debut), Glu Mobile (acquired by Electronic Arts for $2.5 billion) and Tapjoy (acquired by IronSource for $400 million).

Christian has held several additional advisory roles including with dYdX, 0x Labs, Matcha, Dave and The Carlyle Group.

Christian holds a BA in economics from the University of Southern California and an MBA from Loyola Marymount University. He is based in New York City.

Brad Gerstner, Founder & CEO, Altimeter Capital

Brad is the Founder and CEO of Altimeter, a technology investment firm based in Silicon Valley that manages public and private portfolios. Started in 2008, Altimeter manages approximately $10B across its long / short equity fund and dedicated venture capital funds.

Brad has worked in technology for 25 years and prior to starting Altimeter, Brad spent time at General Catalyst and PAR Capital. He founded or co-founded three internet search companies - the last of which was sold to Google in 2012 and became Google Hotel Search.

He was born in Indiana and studied at Wabash College, Oxford University, Indiana University School of Law, and Harvard Business School. Brad lives in Woodside, CA where he loves to chase after his two boys, run, bike, ski, and surf.

His family foundation Give Forward is helping to lead the school turnaround in East Palo Alto as well as poverty relief in the Bay Area.

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. 

Jamison Hill, Partner, Base10

Jamison Hill joined Base10 as a partner to lead the Advancement Initiative after spending seven years at Bain Capital Ventures, leading growth investments into marketplace businesses Cameo and Wonolo and working with leading software companies, FourKites and ShipBob, and fintech companies, Finix and Flywire.

Prior to Bain Capital Ventures, Jamison was an early employee at Bonobos, the first digitally native men’s apparel brand, building out the brand’s analytical capabilities across finance, retail, and marketing. Jamison started his career as a management consultant at Bain & Company in Boston, advising clients on growth strategy and digital transformation.

Jamison graduated from Harvard with a degree in History and Literature and wrote his honors thesis on the representation of racial violence in early photography. He was named to Forbes 30 Under 30 in 2016 and Venture Capital Journal’s Rising Stars in 2021. He currently serves on the board of Hope In a Box, a program that supports educators in building LGBTQ-inclusive classrooms.

Luci Fonseca, Principal, Base10

Luci is a Principal at Base10 Partners. She loves strategizing on how to move massive amounts of capital to underserved communities, and conspiring to get more women into investing.

Before Base10, Luci came from McKinsey & Company, where she helped establish the firm’s Institute for Black Economic Mobility. As a part of her work, she helped an industry consortium develop billions of dollars in corporate commitments to diversity, including supporting black-owned businesses and banks, driving long-term financial security for communities of color. She also worked on projects to increase the number of women in venture capital, entrepreneurship, and artificial intelligence, and helped start and build the West Coast fintech practice. Prior to McKinsey, she developed the strategy for Salesforce Venture’s $50M impact fund, and served as an Economic Advisor in the Office of the Prime Minister of Cabo Verde (Strategic Policy Center). She is an active angel investor and advocate for more women angels.

Luci holds an MBA and a certificate in public management and social innovation from Stanford Graduate School of Business and a BA from Yale University. She has spent her life between Cabo Verde and the U.S., with a short stint in China, and has traveled to over 35 countries. Luci speaks Cape Verdean, Portuguese, Spanish, French, English, and survival Mandarin and Italian.

John Khoury, Founder & Managing Partner, Long Pond Capital

John Khoury is the Founder and Managing Partner of Long Pond Capital. Long Pond is a New York-based real estate investment management firm that Mr. Khoury founded in 2010. Mr. Khoury has extensive real estate industry experience, leveraging positions at best-in-class firms focused on investment banking, private equity and hedge fund portfolio management. The Firm implements a rigorous, bottom-up research process across a broad investable universe in an effort to identify asymmetry, which the Firm defines as a material disconnect between price and intrinsic value. Mr. Khoury oversees the investment team and is responsible for managing all investment-related efforts, including portfolio management and risk management. 

Prior to establishing Long Pond, Mr. Khoury was a Co-Managing Member and Co-Portfolio Manager at Wesley Capital Management, a New York based real estate hedge fund advisor. Previously, Mr. Khoury served as a Senior Analyst at DLJ Real Estate Capital Partners, where he focused on real estate acquisitions throughout the United States. Mr. Khoury began his career at Lazard Frères in the Real Estate Investment Banking group, where he worked on several notable REIT M&A transactions.

Mr. Khoury is a member of the Robin Hood Leadership Council and The Hotchkiss School Board of Trustees and has been a supporter of Ubuntu Pathways since its inception in 1999. 

Mr. Khoury received a Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania.

Seth Singerman, President & Managing Partner, Singerman Real Estate

Seth Singerman is the president and managing principal of Singerman Real Estate, LLC (“SRE”), an opportunistic real estate investment firm that has deep experience executing complex transactions and unlocking embedded value through the ownership of properties, real estate loans, and operating companies. SRE focuses on maximizing risk-adjusted returns through investments in both debt and equity across all major asset classes, including office, retail, hotel, and multifamily, in addition to secondary real estate asset classes such as student housing and senior housing. Singerman has led and sourced direct investments in properties and performing and nonperforming loans with value in excess of $2.0 billion across all major real estate asset classes. During his over 16 years in real estate, Singerman has never lost money on any direct real estate investment he has led and sourced.

Prior to forming SRE, Singerman was managing director and the youngest partner in the history of GEM Realty Capital. During his tenure, the GEM’s assets under management grew from $30 million to over $1.5 billion. He has a public–private crossover background in real estate as he helped lead the formation and development of a long-short real estate securities hedge strategy in addition to his senior investment role on direct real estate investments.

Singerman is on the Advisory Board for the Center for Real Estate and Finance at Cornell University; on the Advisory Board to the Real Estate Applied Security Analysis Program at the University of Wisconsin–Madison School of Business; Board Member of IMH Financial, a public bridge lending platform; and Next Generation Board Member of the United States Holocaust Museum.

A graduate of the Cornell University School of Hotel Administration, Singerman received his MBA from Northwestern University’s Kellogg School of Management. He resides in Chicago with his wife Dana and their two children, Sloane and Grant.

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Eric Kramer, Managing Partner, CEO & CIO, Crestone Capital

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.

Michael McGowan, Managing Director, Crestone Capital

As managing director of investment research and shareholder of Crestone Capital, Michael plays an integral role in providing a range of investment research services for Crestone clients, including investment manager search, selection, monitoring, asset allocation, and market analysis. Michael has over a decade of investment management experience. He focuses primarily on active and passive liquid equity and fixed income strategies globally.

Prior to joining Crestone, Michael was vice president of alternative investments at BlackRock in New York City. As part of BlackRock’s US wealth advisory investments and portfolio solutions team, he was responsible for developing the alternative investments platform across a variety of roles including product management, investment strategy, and asset allocation guidance. Before his role at BlackRock, Michael was a trader at James Capital Alliance, working directly with senior portfolio managers on equity and fixed income trading strategy, research, asset allocation, and portfolio management.

Michael received his Master of Business Administration, with a concentration of finance, from the University of Dayton. He received his Bachelor of Science in finance from Wright State University, where he graduated summa cum laude. At Wright State University, Michael was the recipient of the prestigious Wall Street Journal Student Achievement Award. He is a CFA® charterholder.

Michael serves on the Crestone Investment Committee and Impact Committee.

Apart from Crestone, Michael is a member of both CFA® Institute and CFA® Society Colorado.

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, business operations, and business intelligence 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. Prior to joining Crestone, Matt was an associate of client management and portfolio development at Mount Yale Capital Group in Denver, Colorado. Before his role at 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 Boulder.

Matt serves on the Crestone Investment Committee and Risk Committee.