Inveniam is a SaaS company providing data integrity and price discovery for low-frequency trading assets (including CRE and high-yield & municipal bonds), using big data, AI and distributed ledger technology (DLT).
Led by a highly skilled and experienced team of financial and technology professionals, Inveniam is providing the foundation for the digitization of the Private Markets. Our work digitally certifying, validating, and indexing mountains of data will allow real-time pricing of private, seldom traded assets as well as more precise risk management and other quantitative driven investment strategies into the private markets.
Meet our team and learn how we can help you.
The Inveniam Team
Managing Director, Fund Administration Services
Matthew Appel, CFA
Matt Appel joined Inveniam in July 2021 as Managing Director, Fund Administration Services. Mr. Appel has worked in the investment world for 25 years including both at asset managers and at investment servicing firms. His focus through most of his career has been on private markets and alternative investments.
Mr. Appel worked at Keyport Life Insurance analyzing investment opportunities for the general account before he moved to a direct investing role at a venture capital firm. After leaving the venture capital firm, he worked at State Street Bank for ten years servicing alternative asset portfolios for large institutional clients throughout the United States.
Additionally, Mr. Appel is the co-founder and President of Stairs4RTroops which raises money for the purpose of building homes for severely injured veterans from post 9/11 wars. Mr. Appel graduated with a BBA from UMASS Amherst and an MSF from Boston College. He earned his CFA designation in 1998. He is married to his wife Amy and has four sons.
Director of Marketing and Communications
Tom Blandford joined the Inveniam team in November of 2020 as the Director of Marketing and Communications. In this role, he works alongside Inveniam’s leadership team to set, manage and execute on the company’s marketing strategies and varied communication needs. Collaborating with the marketing team, Mr. Blandford creates content for social media, advertising, sales collateral and marketing/public relations outreach efforts to increase global brand awareness.
Mr. Blandford is a successful content creator/creative lead with over 25+ years of experience in marketing. His work covers a diverse range of integrated national campaigns, across numerous product, business, and marketing categories, like banking, healthcare, consumer goods, B2B, experiential and the occasional television pilot. From strategy-based conceptual thinking to story structured narratives, Mr. Blandford’s creative drive has always been to share an authentic vision, communicate a meaningful message and connect to what really matters in the lives of clients, customers and individuals.
Prior to joining Inveniam, Mr. Blandford spent 18-years in Chicago as a freelance creative lead and artist. He earned a Bachelor of Arts in Business Economics from Brown University.
Global Head of Distribution
Mr. Bourgeois is the Global Head of Distribution for Inveniam. In this capacity, Mr. Bourgeois represents Inveniam as a global ambassador, while articulating Inveniam’s vision of providing data integrity and independent third-party expert valuation and pricing transparency to private and alternative asset investors.
In addition, Mr. Bourgeois is also the Vice-Chairman and Senior Managing Director of Courage Capital and Vice Chairman of Prophet Equity. He has been involved in the private markets industry for over 24 years and has held several senior management positions during that time. He has served as the Chief Executive Officer and President at Atlantic-Pacific Capital; Global Head of Distribution and Chief Executive Officer of The Americas for Credit Suisse Asset Management; Managing Director and Co-Head of Global Institutional Distribution at Lehman Brothers Asset Management; and was a Managing Director and one of the founders of the private equity funds business at UBS. Mr. Bourgeois has led the raising of over $250 billion of new assets for private equity, hedge funds, infrastructure/real assets and non-investment grade credit funds across 150+ individual funds and more than 100 GPs. He holds an M.B.A. from the University of Phoenix and a B.A. from Tennessee Temple University.
Chief Technology Officer
Rick Bunker joined Inveniam in December 2020 as VP Engineering, managing a team of more than 40 software developers, and became Chief Technology Officer in June 2021. Mr. Bunker brings over 25 years of executive experience to Inveniam, specializing in general management and software development team leadership, especially in innovation and market leading companies. He has held executive level technology positions (CIO or CTO) for three publicly traded companies – SEIC, ICGE, GSIC (now a division of eBay) – and was CEO of Reality Online, a Reuter’s subsidiary that was a pioneer in internet delivery of consumer financial services. Prior to this role, he was at State Street Global Advisors.
In addition to his technology leadership, Mr. Bunker has worked on over 100 M&A transactions. He is a veteran of the United States Army Security Agency, a graduate of the Defense Language Institute and attended Boston University — studying Russian Language and Literature. In his personal time, he is active in local politics and is the former Vice President of the Jenkintown Borough Council.
Mr. Bunker’s specialties include IT & IS strategy and architecture. Facilitate complex organizational change, drive operational improvement, support change events such as reorganization, process optimization, strategy change, major vendor negotiation, outsourcing, mergers and acquisitions.
Managing Director, Investor Calculation
Brian Cassidy brings a wealth of expertise and knowledge to Inveniam, including more than 15 years of Alternative Investment accounting, operational systems team leadership, and client solution management. During this tenure, Mr. Cassidy implemented and enhanced automation solutions for Private Equity, Real Estate and Hedge fund structures with an emphasis on complex client incentive and management fee calculations coupled with client financial reporting requirements.
Prior to joining Inveniam, Mr. Cassidy was a Senior Investment Analyst and Project Manager Consultant with the Pennsylvania State Employee Pension Retirement Funds, Rubenstein Real Estate Partners, and Voya Financial. In these roles, he delivered operational transformation of fund legal structures, incentive and management fee calculations for client financial reporting requirements.
Additionally, Mr. Cassidy worked more than 10 years for JPMorgan, Citco Funds Services and Bank of New York Mellon as Director of Fund Administration for Private Equity, Real Estate and Hedge Funds. In these capacities, he was responsible for client services and relationship management of $95 billion of AUM client financial reporting requirements while overseeing a team of business analysts for vendor systems client fund implementation. He achieved contin-uous process improvements including enhancing automation of existing accounting and financial reporting processes.
Mr. Cassidy holds a Bachelor of Science degree in Finance and Accounting from West Virginia University.
Chief Operating Officer
Larry Corbett joined Inveniam in December, 2019 as Chief Operating Officer. In this role, he is primarily responsible for driving Inveniam’s growth through implementation and development of new business opportunities. Larry is an executive with over 25 years of experience helping organizations achieve their financial and operational goals. Throughout his tenure, Mr. Corbett has a track record of optimizing organizational structure and developing highly efficient processes. He has held executive positions in several fortune 100 companies including Tech Data, Hewlett Packard and JP Morgan Chase.
Prior to joining Inveniam, Mr. Corbett was Vice President of Financial Planning and Analysis and Treasury at Apollo Education Group. In this role, Mr. Corbett was responsible for all corporate financial planning and analysis processes including the strategic and annual operating plans and monthly forecasts with global annual revenue of $3.0B. At Apollo, Mr. Corbett restructured the corporate financial planning department and streamlined reporting and financial processes. He was also instrumental in reducing $165M in technology costs and led the effort to provide financial modeling and analysis to support the sale of Apollo to a private equity group. Prior to Apollo, Mr. Corbett served as Vice President and CFO of IT at Hewlett Packard and Vice President and Controller of Real Estate Projects at JP Morgan Chase.
Mr. Corbett holds an Accounting degree from the University of Iowa and a Masters of Arts in Counseling from the Franciscan University of Steubenville.
Director of Sales
As Director of Sales, Mr. Creadon is responsible for expanding outreach efforts to private family offices looking to unlock value from balance sheets through the application of Inveniam’s SaaS offering. He also works closely with leading global exchanges and custodians to further expand the digitization of assets on the Inveniam platform. Additionally, Mr. Creadon is spearheading efforts with Jump Start Africa, a microfinancing charity in Uganda using Inveniam software.
Mr. Creadon spent over 20 years in capital markets serving as CEO of Traditum Group, a proprietary trading firm specializing in U.S. interest-rate trading and energy-market making. As co-founder of the company, he grew the firm to 75 employees with offices in New York and Houston to become one of the most respected midtier prop firms in the industry. Prior to working in the futures and options markets, Mr. Creadon worked as a journalist at TIME, Bloomberg and Voice of America. Today, he continues to blog regularly on LinkedIn and is a widely followed thought leader on blockchain, bitcoin and numerous other topics. In 2019, he worked at DrawBridge Lending on global marketing and sales, and he is a frequent guest on podcasts and speaker at leading blockchain industry events.
Chief Data Scientist
Kevin Cuddeback is Chief Data Scientist and comes to Inveniam with a background in Data Science and Marketing.
Previously working at Salary.com and Briefcase Analytics, he has built, grown, and marketed data-filled Software as a Service. At Salary.com he managed products that delivered estimates on 1,800 job titles covering 102 million workers in the U.S. Workforce. For Briefcase Analytics, he produced a data-and-software platform to produce global risk assessments and background checks on more than 20 million individual companies in the worldwide supply chains of Fortune 500 companies.
Mr. Cuddeback has also held consulting and systems positions at the IXL Center’s Innovation Olympics, Arthur D. Little, Fitch Inc., and Price Waterhouse. He earned B.S. in Physics from Georgetown University, and an MBA in Decision Science, Transportation, and Marketing from the Kellogg School of Management at Northwestern University.
Intern, Data Science
Sean Diehl joined Inveniam as a Data Science Intern in July of 2021. He is enrolled in the Schreyer Honors College at Pennsylvania State University where he studies Management Information Systems. He is currently writing his undergraduate thesis on the “Hot Hand Fallacy” in professional basketball. Sean is also a member of Nittany Data Labs and enjoys reading about, and problem solving his way through, machine learning and data architecture.
Chief Experience Officer
Kirsten Evans comes to Inveniam with over two decades of executive leadership and management experience in the public, private, and non-profit sectors. She excels in growing strong, agile and integrated teams positioned to meet rapidly changing demands and evolving needs in growing organizations.
Most recently, Ms. Evans served as Director of the Center for Faith-based and Community Initiatives as Senior Advisor to the Administrator at the United States Agency for International Development (USAID), where she led the agency’s outreach to global non-profit and community organizations on shared international development goals, drafting the agency’s first evidence-based policy on Strategic Religious Engagement in International Development.
Prior to USAID, Ms. Evans was the Chief Operating Officer of Educando by Worldfund, a non-profit organization building public-private partnerships to deliver STEM and English curriculums, enhancing the quality of public education in under-resourced communities of Mexico and Brazil. Before 2016, Ms. Evans served as the Executive Director of a leading Washington DC based organization advocating for the protection of religious and ethnic minorities in Northern Iraq and Syria, shaping US foreign policy to recognize the war crimes of ISIS as genocide. In this capacity she spoke internationally- including at the UN, EU, US Congress, and in TV, radio and print media- on the plight of targeted communities. She led a coalition team providing war crimes documentation, working hand-in-hand with international policy makers to secure political commitment for the protection of international human rights. Prior to this, Ms. Evans spent over a decade directing both educational institutions in Mexico, and education focused non-profits globally.
Ms. Evans holds Master Degrees from the Johns Hopkins School of Advanced International Studies in International Public Policy (SAIS), the Regina Apostolorum Pontifical University of Rome in Religious Studies, the Anahuac University in Mexico City in Education and Development, and a specialization in human rights law from the University of Oxford.
Krisi joined the Inveniam team as an Executive Assistant in April of 2020. In this role she supports Pat O’Meara, Inveniam’s CEO and Chairman. Her main duty is maintaining Mr. O’Meara’s extensive calendar and organizing his day. She has a Bachelor of Science degree in Marketing from University of Houston and close to a decade of experience in supportive positions.
Prior to joining the Inveniam team, Krisi was the Operations Manager of a small business. She also has a background in supporting a CIO and accompanying IT department at a local college.
Managing Director, Real Estate Services
Samuel F. Grossman
Samuel F. Grossman joined Inveniam in July 2021 as Managing Director, Real Estate Services. Prior to joining Inveniam, Mr. Grossman founded Fairchild Acquisitions in 2018 and is the companies Managing Partner. He has over 20 years of experience in the residential and commercial real estate industry, in development, value-add rehab, management, and brokerage. In 2014, Mr. Grossman founded The Fairchild Group, which focused on smaller value add multi-family building rehabs in downtown Chicago. From 2014-2018 TFG Purchased and rehabbed approximately $10 million of buildings resulting in an overall value of greater than $15 million.
Prior to that, Mr. Grossman was a district manager, at Related Management Company from 2008-2013. He oversaw a portfolio of over 2,000 units, managed and successfully completed over $80mm of rehabilitation projects. From 2003-2008 he was a partner in a Boston-based residential, management and development company, where he successfully focused on sales, leasing and development, of various types of residential buildings.
Mr. Grossman received his BA in finance from Boston University in 2002.
Chief Product Officer
Jeff Guillot joined Inveniam as Chief Product Officer in March 2021. In this role he is focused on Product Strategy and Product Delivery for Inveniam.io and its portfolio companies. Over the course of his 35-year career, Mr. Guillot has been a product and technology focused executive and has lead strategy and delivery at industry-leading companies during historic periods of growth and change. Mr. Guillot has delivered projects successfully across a broad range of industries, including Oil and Gas, Communications, Manufacturing, Managed Services, Energy Services, Pharmaceutical and Wellness, and sustainable agriculture. His market-centric approach to delivering technology-based have been enriched through participation in transformational projects.
As a technology architect, Mr. Guillot helped develop one of the first large scale relational database and asynchronous business architectures for the new baby Bell companies (USWEST, PacBell), and led the development of one of the first large-scale client-server applications for the State of Texas and State of New York during the evolutionary days of Andersen Consulting to Accenture. He was the director of Dell’s Architecture and Tools group, developing the foundation to enable the Dell on Dell initiative in the 90’s, and led the Home and Small Business IT teams, where he partnered closely with Microsoft to deliver supply chain integration and automation solutions to enable frictionless commerce for Dell.com.
Mr. Guillot navigated the Dot.com bubble and collapse on the front line, before taking on the Product and Technology VP role at Netsolve. Netsolve provided managed services for clients trying to deploy telephone services over the internet and private enterprise networks. Cisco purchased Netsolve and adopted the technology and services to power the successful implementation of what is now ubiquitous IP telephony. He concluded his corporate career as SVP of Sales and Marketing Products at Dun & Bradstreet. His portfolio included Hoover’s and the repurposing of DNB’s massive risk management database to support the growing e-marketing and sales focus of its clients globally. During these years in mid/late 2000’s, DNB enjoyed a record setting consecutive quarters of growth in revenue, margin, and earnings.
For the past 15 years, Mr. Guillot has enjoyed exercising his entrepreneurial interests as CEO of several start-ups, turn-arounds, and consolidations in Energy Services, Pharmaceutical and Wellness and Sustainable Agriculture. As an accidental investor in Bitcoin, Mr. Guillot is excited to bring his perspectives to this emerging block chain utility, and seeks to empower the DeFi generation to deliver transformation business solutions on scalable, cost effective distributed ledger technologies.
Mr. Guillot and his wife, Julie, support development of target therapies for children suffering from blood cancers through philanthropy and volunteer work. He is a member of the Fred Hutch Cancer Research center board of ambassadors, and Julie is the Chairperson of the $100 million Children’s Initiative for the Leukemia and Lymphoma Society, which includes a ground-breaking master trial of emerging targeted therapies that are less-toxic, and improve outcomes for children suffering from this terrible disease. Mr. Guillot holds a BS in Mechanical Engineering at The University of Texas.
Ryan Hicks joined Inveniam in February 2021 as an intern for Inveniam Solutions and transitioning into the role of Associate Client Advisor in July. In this role, he is responsible for onboarding and client services.
Prior to joining Inveniam, Mr. Hicks interned at a financial literacy camp where he challenged students to expand their knowledge of financial planning and investing. He is passionate about community leadership and interested in artificial intelligence and blockchain technology.
Mr. Hicks graduated from the University of Georgia in 2021 with a Bachelor of Business Administration degree in Economics.
Greta Holt joined Inveniam in September 2021 as an Associate. Prior to joining Inveniam, Ms. Holt held internships in wealth management, supporting financial advisors working with high-net worth clients, and in development, building relationships with constituents and engaging in frontline fundraising. She is particularly focused on prioritizing client relationships and offers innovative solutions to optimize private asset management.
Ms. Holt graduated in 2021 from Dickinson College with a BA in International Business and Management. At Dickinson, she was also a four-year, varsity-lettered athlete competing on the Women’s Lacrosse Team.
Jenna Koppinger joined Inveniam in June 2020 as a Financial Analyst and moved into the role of Sales Associate in May 2021. In this role, she is responsible for identifying market opportunity and connecting existing and new clients with beneficial product offerings.
Prior to sales at Inveniam, Ms.Koppinger worked as a Financial Analyst supporting the team with extensive effort in audit and market research. Ms.Koppinger has experience in marketing, blockchain, and fund analysis from owning and operating a production company for 5 years and as a leader in the Michigan State blockchain community. She is passionate about disruption technology and utilizing new processes to enhance philanthropic missions.
Ms. Koppinger holds a Bachelor of Science in Honors Finance with a minor in Entrepreneurship and Innovation from the Eli Broad College of Business at Michigan State University.
Program Manager, Pricing
Scott Landers joined Inveniam in February 2021 as Program Manager, Pricing. In this role, he works cross functionally with senior leadership and the software development team to build Inveniam’s pricing and valuation processes and procedures. Mr. Landers is a commercial real estate professional with over 9 years of experience transacting and analyzing CRE assets throughout the United States.
Prior to joining Inveniam, Mr. Landers was a senior financial analyst at Colliers International where he managed a team of analysts providing valuation and sales services for CRE owners. He developed the valuation process and underwriting standards used by the team. Mr. Landers also worked for a public REIT, Agree Realty, where he sourced CRE investments for the company and managed the transaction pipeline for the company. In his career, Mr. Landers has been a part of CRE transactions and valuations in excess of $750MM.
Mr. Landers holds a Bachelor of Arts degree in economics and environmental studies from the University of Michigan.
Managing Director of Public Policy
Clifford A. Lipscomb, Ph.D., MRICS
Clifford A. Lipscomb, Ph.D., MRICS is Managing Director of Public Policy, at Inveniam Capital Partners . In this role, Dr. Lipscomb provides strategy and research assistance on issues at the intersection of technology (blockchain), capital markets, economics, property valuation, real estate, and Big Data.
Dr. Lipscomb is a Chartered Valuation Surveyor with more than 25 years of experience in economic and statistical analysis, survey design, consulting, and teaching. His previous employment includes the Georgia Institute of Technology (2019-2021), Greenfield Advisors (2010-2019), Valdosta State University [Associate Professor of Economics (2005-2010) and Director of the Center for Business and Economic Research (2008-2010)], George Mason University (2004-2005), and the U.S. Department of Commerce, Bureau of Economic Analysis (2003-2005). Dr. Lipscomb was a Visiting Scholar at the Federal Reserve Bank of Atlanta from 2014-2017.
At Greenfield Advisors, Dr. Lipscomb helped clients achieve their goals by providing strategy and research assistance on issues at the intersection of technology, economics, property valuation, real estate, and Big Data. In this capacity, he advised on more than $55 billion in legal recoveries for his clients. He has also advised on more than $25 million in completed mergers and acquisitions transactions in his career.
Dr. Lipscomb was the Founding Book Review Editor for the Review of Regional Studies. Dr. Lipscomb is currently the Managing Editor for the Journal of Real Estate Practice and Education, an Associate Editor for the Journal of Real Estate Literature, and an industry board member of the Journal of Sustainable Real Estate. His work has been featured in The Washington Post, Wealth Management Real Estate, Yahoo! Finance, Bloomberg BNA, The Los Angeles Times, Atlanta Business Chronicle, and HousingWire magazine.
Dr. Lipscomb holds baccalaureate degrees in Economics and Sociology from Berry College as well as a Ph.D. in Public Policy from the Georgia Institute of Technology. He lives in Cartersville, GA with his wife and five children.
Delsean Littlejohn joined Inveniam in November, 2020 as a Director and Sales Engineer. In this role he is primarily responsible for managing and the process for servicing clients.
Prior to joining Inveniam, Mr. Littlejohn has experience in the automotive, construction, banking and marketing segments.
Mr. Littlejohn holds a Bachelor of Science degree in Business Administration from Saginaw Valley State University as well as a Masters of Management and Masters of Information Technology-Cybersecurity degrees from Walsh College.
President, Inveniam Solutions
David Loffredo joined Inveniam in October, 2020 as President of Inveniam Solutions. In this role he is primarily responsible for driving Inveniam’s growth through the facilitation of onboarding and servicing clients. Through its ‘Engineering DNA’ and innovative strategy, consulting, and design capabilities, Inveniam Solutions works in collaboration with its customers to deliver next-gen solutions that turn complex business challenges into real business outcomes.
Prior to joining Inveniam, Mr. Loffredo split his career between the management consulting profession with Accenture and EY – and financial services with Lehman Brothers, Bloomberg Tradebook, and Broadridge Financial Solutions. As a Capital Markets Consulting Partner, he was at the forefront of both retail banking and electronic commodities trading over the early days of the internet. Mr. Loffredo has opened business operations centers for clients in the US, the UK, and China. In Industry, he was the Managing Director of Change Management for Lehman Brothers where his global team defined and executed the bank’s strategy, and as the first ever Chief Operating Officer of Bloomberg Tradebook, David helped guide the firm to three consecutive “best agency broker” awards by Waters Technology.
Mr. Loffredo holds a Bachelor of Science degree in Economics from Vanderbilt University.
Executive Assistant to the CEO
Dana Maybrier joined the Inveniam team as Executive Assistant to the CEO in September 2021. In this role she fully supports Pat O’Meara, Inveniam’s CEO and Chairman. She also collaborates closely with other C-level and company team members to ensure smooth and timely work processes. Her position includes managing the Michigan office, calendar, travel, and meeting management.
Ms. Maybrier has a Bachelor of Science degree from Eastern Michigan University. She has a diverse and rich background as a career educator, event planner, and executive assistant to senior leadership in the technology sector. Prior to joining the Inveniam team, Dana supported the CEO, President, and other C-suite executives at a global robotics corporation.
CFO & President, Inveniam Principal Investing
Patrick J. Murphy
Patrick J. Murphy, CFA is the Chief Financial Officer of Inveniam Capital Partners and Co-President of Inveniam Securities. In these roles Mr. Murphy lead the firm’s efforts in the origination, structuring, and distribution of investment banking business. He is also responsible for financial management and reporting while supporting corporate capital raising activities and the firm’s principal investing.
With over 20 years of investment and transaction analysis experience, he has earned marked expertise across a range of asset classes including equities and fixed income, commercial real estate debt and equity, private equity and debt, commercial MBS, mortgage REITs, municipal derivatives, and public finance. Mr. Murphy leverages his robust knowledge of complex financial modeling and in-depth market research to identify key value-add partnerships for the firm’s clients.
Prior to Inveniam, Mr. Murphy worked for General American, Hanover Capital, Love Savings, and O’Meara Ferguson, Whelan, & Conway. Acting on behalf of both employers and as an individual investor, Mr. Murphy has started, operated, raised capital, and served as Chief Financial Officer for businesses in the retail, service, industrial, and commercial real estate sectors. He also has served on the Board of Directors and as Treasurer for a national non-profit.
Mr. Murphy received his undergraduate degree in economics from the University of Notre Dame and his master’s degree in finance from St. Louis University. He is also a CFA Charter holder and a member of the CFA Society of St. Louis.
Intern, Data Analytics
Andrew is a rising junior at Benedictine College from Ann Arbor, MI. He is majoring in finance with a minor in data analytics and plays varsity soccer for the college. This is Andrew’s second internship with Inveniam. He is excited about the innovative work the company is engaged in and is looking forward to gaining a deeper understanding of blockchain and data analytics.
Chairman & CEO
Patrick O’Meara is the Chairman and CEO of Inveniam. He leads the business development efforts and is product manager for the firm’s proprietary and patent-pending transaction platform – Inveniam IO. Inveniam IO is a powerful technology platform that assists financial professionals in digitizing and modeling securities as data not code. Inveniam Capital Partners lays the foundation for digitizing Private Markets at the intersection of Capital Markets, Blockchain and Big Data.
Mr. O’Meara began his career at Raymond James and Bear Stearns & Co before founding his own financial advisory firm and building it into a niche leader for more than 14 years and employing over 80 finance professionals. As founder and President of O’Meara, Ferguson, Whelan & Conway he ran the firm’s advisory services; leading the structuring and execution of transactions for 42 Catholic dioceses and dozens of other faith-based, donation-driven nonprofits in the US. Prior to founding Inveniam Capital, he served as Chief Investment Officer for the University of Mary.
Over the past 20+ years, Mr. O’Meara has been a principal in transactions or advised on:
- $1+ Billion of equity financing
- $800+ million of merger and acquisition transactions
- $2+ Billion of new debt financing
- $1+ billion of debt re-financing
An internationally recognized thought leader on the functioning of the Capital Markets, he frequently provides insight on finance, strategic planning and the intersection of the capital markets with underserved market segments. He has delivered talks in more than 45 states and provinces in the U.S. & Canada and countries around the world including regularly lecturing on the connections between canon and civil law on Church financing, at the Vatican, addressing over 600 economists from five continents and discussing a more robust understanding of risk and the allocation of capital.
He has been profiled in the Wall Street Journal as well as Bloomberg, TIME, The Chicago Tribune, The Bond Buyer, Politico, The National Catholic Register, and many others, and he’s regularly appeared on Fox, CBS, ABC affiliates, EWTN and Catholic Answers Live.
Mr. O’Meara earned a Bachelor of Arts in Philosophy and Theology from Franciscan University of Steubenville and lives with his family in Michigan.
COO, DeFi Devs
Sundar Padmanabhan joined Inveniam in June 2021. In his senior operational executive role as COO of DeFi Devs, Mr. Padmanabhan contributes to the innovation roadmap, translating strategies around blockchain technology into actionable plans through leadership, planning, and delivery.
Mr. Padmanabhan has a 25+ year track record of building collaborative teams and delivering enterprise-class solutions for capital market products, Fintech strategies. He has held senior roles at multiple organizations including Oracle, Silicon Valley Bank, Clarify/Nortel.
Mr. Padmanabhan has strong experience in the innovation ecosystem and has led technology and product strategy for startups, building solutions leveraging blockchain technology. Additionally, he has served as an advisor and mentor to innovative startups and accelerator programs.
Hayden Posencheg joined Inveniam in August 2021 as an associate. Prior to joining Inveniam, Ms. Posencheg held an internship in the nonprofit sector, supporting donor relationships and operating in their CRM database, as well as working for a startup company as an assistant market researcher and website content producer. She has a strong passion for fast-paced environments and building relationships, and she is very engaged in the disruptive ways that Inveniam is changing conventional finance processes.
Ms. Posencheg graduated from Dickinson College with a BA in Policy Management, and during her time there she competed on the Dickinson Women’s Lacrosse Team.
Chief Legal and Strategic Affairs Officer
Lewis S. Rosenbloom
As the Chief Legal and Strategic Affairs Officer, Mr. Rosenbloom leverages his over 40-year career in business, finance and law acting as the steward of Inveniam’s corporate growth strategies and relationships, and legal affairs. With strong backgrounds in both finance and law, and an expertise in Special Situations and M&A, he has often been called upon to provide guidance to start-ups, early stage and mature businesses as they lay a strong foundation upon which to build. In addition to his role with Inveniam, Mr. Rosenbloom continues to oversee Rosenbloom Advisors, a leading advisory firm focused on growth strategies and efficient project management and strategic vision to help manage Inveniam’s and his own complex business, financial and legal affairs.
Prior to forming Rosenbloom Advisors, he maintained a tax and accounting practice with a predecessor to Ernst & Young, held two securities licenses as an investment and securities advisor and dealer, and has chaired worldwide business, governance, corporate finance, mergers & acquisitions, commercial litigation and restructuring practices at some of the world’s largest law firms.
Mr. Rosenbloom is also a frequent author and lecturer, and has been recognized as the consummate professional by numerous organizations and in various publications.
Click to see more – CV – Lewis S. Rosenbloom
Kerry Rudy joined Inveniam as President in May 2020. His responsibilities include oversight of revenue generation, assisting in capital formation, marketing, pricing, and customer support. Mr. Rudy is a former investment banker with over 25 years of experience in tax-exempt debt capital markets. He has a proven record of success generating business, developing strategic capital formation strategies, and raising capital for high grade not-for-profit healthcare companies. He has raised both debt and equity venture capital for startup companies and has significant experience evaluating investment opportunities in multiple industries.
Prior to joining Inveniam, Mr. Rudy was Managing Director and Head of NFP Healthcare Investment Banking for PNC Capital Markets. Prior to PNC, he served as Managing Director and Head of NFP Healthcare Investment Banking for BMO Capital Markets. He spent over 19 years at Goldman Sachs and Lehman Brothers in various positions in tax-exempt debt capital markets raising billions of dollars for 501(c)3 corporations and governments representing healthcare, cultural institutions, municipalities, and state governments.
Mr. Rudy was Chief Financial Officer of PurchasePooling Solutions, Inc., a web-based technology solution to aggregate purchases of major capital equipment. He is a member of the board of Pathogen Detections Systems, DBA, Crystal Diagnostics, a system to identify pathogens in food and water supply. Mr. Rudy holds an MBA from SMU’s Cox School of Business and a BBA from the University of Texas at Austin.
Senior Marketing and Operations Manager
Sean Rutherford has more than two decades experience in marketing and communications management across multiple industries. He has broad experience driving mass media, communications, and public relations campaigns across multiple marketing channels, and significant experience providing technical and operations management leadership for start-ups and small businesses.
Prior to joining Inveniam, Sean managed operations for Valentine Industries consulting services and spent 15 years managing communications and information systems for O’Meara, Ferguson, Whelan and Conway and Stark State College in North Canton, Ohio.
Sean holds a B.A. from Franciscan University of Steubenville and resides in Colorado with his wife Julie and their four children.
Chief Information Security Officer
Slava Shubinsky joined Inveniam in June, 2021 as the Chief Information Security Officer. In this role, he is responsible for implementing and driving a robust information security program including policies, procedures, strategies, and controls that will enable Inveniam achieve its business goals in a secure and compliant manner. As a member of the Inveniam team, Mr. Shubinsky is charged with creating, promoting, and managing the enterprise wide information security, risk management, privacy, and governance programs.
Mr. Shubinsky’s 30+ year career as an information technology and security leader spans various industries including financial, industrial, dot-com, local, and federal government. He has successfully implemented security programs in many real-world situations with various organizations. Mr. Shubinsky’s extensive career experiences and education afford him the rare luxury of being a security subject matter expert in both breadth and depth. His integrity and passion, his interpersonal and communication skills along with his numerous accomplishments as a security leader earn him the recognition of an industry expert.
Mr. Shubinsky holds a Master of Science degree in Engineering and Computer Science from the Loyola College in Maryland. He has instructed various cybersecurity and information technology courses with the John’s Hopkins Graduate School and the University of Maryland IT program. He holds an abundance of industry accolades and certifications, including Certified Information Security Manager (CISM) from ISACA, Certified Information Systems Security Professional (CISSP) from ISC-2, and GIAC Security Leadership Certification (GSLC) from SANS.
Henry Smith joined Inveniam as a Research Specialist in August of 2021. Prior to his role at Inveniam, Mr. Smith worked at a commercial real estate brokerage in New York City where he was given broad exposure to the City’s real estate industry.
Mr. Smith graduated from Brown University in 2020, earning a Bachelor of Arts for concentrating in Comparative Empires. While at Brown he was a member of Brown Students in Real Estate, acting as its Vice President.
Distinguished Engineer, Inveniam Labs
Jay Smith is a Distinguished Engineer focusing on leveraging blockchain technology for Inveniam’s customers.
Prior to joining Inveniam Mr. Smith served, for three years, as the Chief Operating Officer at Factom, an early leader in blockchain innovation.
Prior to Factom Mr. Smith spent 25 years leading a variety of large IT organizations as a senior member of some of the leading international consulting firms including AMS, CGI, Wipro and Virtusa. During these years Mr. Smith managed the development and deployment of complex solutions for leading financial industry organizations around the globe.
Chief Blockchain Scientist, Inveniam Labs
Paul Snow joined Inveniam in June 2021 as Chief Blockchain Scientist. In this role, Mr. Snow contributes his broad experience in building novel and powerful systems to address data centric problems to building powerful Inveniam solutions.
Mr. Snow founded Factom, a blockchain designed to handle data centric use cases such as digital identity, supply chains, loan origination, etc. Factom’s design allowed millions of documents to be secured by the Bitcoin Blockchain, allowing a landmark ruling by China’s supreme court that blockchain can be used as evidence in Chinese courts.
A true open-source evangelist, Mr. Snow founded a meetup group for Bitcoin and cryptocurrency in 2013 (which he continues to host), chaired the Texas Bitcoin Conference in Austin Texas from 2014 to 2018, contributed designs for the Colored Coins projects, as well as to the design of the Ethereum virtual machine, and has advised many crypto projects and companies.
As an engineer, Mr. Snow has three patents for graphics hardware and system configuration technologies. He designed and implemented a Rules Engine approach still in use after nearly 20 years by the states of Texas and Michigan to determine eligibility for billions in assistance programs health and human services. His work on testing of decision tables also resulted in a patent. Mr. Snow has also applied for over three dozen fundamental blockchain patents, has been awarded seven, and three more have been allowed but not yet issued.
President, Inveniam Data Oracles
Jeannette Spaulding joined Inveniam in May 2021 as President, Inveniam Data Oracles. In this role, she leads the firm’s private market data initiatives.
Ms. Spaulding is an experienced technology leader, having served as Vice President, Integration Technology at BNY Mellon and Vice President within the Chief Operating Office of Bank of America’s Global Banking and Markets Technology division. She has also led her own consulting practice for small businesses and blockchain startups. Prior to that, she researched and developed multi-asset investment strategies for institutional investors at BlackRock, Natixis, and BNP Paribas.
Her forward-thinking perspective enables her to drive innovation and new practices within any kind of organization.
Ms. Spaulding graduated cum laude from Columbia University with a Bachelor of Arts in French and Romance Philology, in addition to being recognized as a French Honors Finalist. She went on to earn a Master in Finance and Strategy from Sciences Po Paris, a French Grande École. She then completed a Master of Science in Sustainable Development at Uppsala University in Sweden, where she was named a University Scholar.
Director, Inveniam Solutions
Patrick Sprows joined Inveniam in November 2020 as a Director for Inveniam Solutions. In this role, he is responsible for onboarding and client services.
Prior to joining Inveniam, Mr. Sprows was a senior business consultant at Sapient Consulting, where he specialized in developing new technologies and processes for large financial institutions.
Mr. Sprows holds a Bachelor of Science degree in Finance from Tulane University.
Global Head of Capital Markets
Todd Stevens joined Inveniam in April 2021 as Global Head of Capital Markets. In this role, he is primarily responsible for driving the firm’s capital market strategy, managing banking relationships as well as M&A execution for Inveniam. He is based in New York and has 26 years’ experience in the financial industry across Investment Banking, Capital Markets and Wealth Management.
Prior to joining Inveniam, Mr. Stevens was Global Head of Institutional Wealth Management at Deutsche Bank. In this role, he was responsible for servicing DB’s most sophisticated Family Offices and Private Clients as well as being the Wealth Management interface with the Investment Bank. He was responsible for managing teams in New York, London, Zurich, Frankfurt, Riyadh, Singapore and Hong Kong. In previous roles at Deutsche Bank, Mr. Stevens ran Structured Finance sales and Structuring teams in both London and New York while serving on several Global and Regional Executive Steering/Operating Committees.
Mr. Stevens currently holds Board positions at companies in the Packaging, Consumer Products, Water Infrastructure, Insurance and Software technology sectors. He has also currently and previously held the designations as a Certified Financial Analyst® (CFA®) and Certified Public Accountant (CPA). Mr. Stevens graduated with Honors from the University of Georgia.
Chief Revenue Officer and Chairman, Advisory Board
Sanjay Vatsa joined as Chief Revenue Officer in September 2020. In this role he provides oversight of all revenue generation and serves as one of the Company’s thought leaders and collaborators to achieve best in class services from Inveniam operations. He is also responsible for preparing and maintaining Inveniam’s sales pipelines.
Prior to Inveniam, Mr. Vatsa was Partner and Advisor, Princeton Growth Accelerator (PGA) and Partner & Chief Strategy Officer, Global Accelerated Venture.
Mr. Vatsa has more than 25 years of experience in senior “C’ level global leadership positions having served as Managing Director, Global Head of Transformation, COE, Data & Ops Strategy, – Securities & Fund Services at Citibank, as well as holding similar positions at BlackRock, Merrill Lynch, etc. He has been instrumental in modernization & transformation of financial firms and has realized value of over ~$3bn through various initiatives.
Mr. Vatsa is a global expert and has executed innovative solutions in areas of data and analytics, end to end investment trade life cycle, operational risk, business transformation and has managed and set up Shared Services globally. He has led transformation & disruption through innovation, leveraging leading edge solutions & technology that address business issues and in evolving / creating new business model & solutions. Throughout his career, he has focused on bringing in disruptive models and technologies to enhance organization value.
Mr. Vatsa has been a key player in transforming the industry and has been Chairman of multiple industry committees such as Bond Market Association, Asset Management Forum, Securities Industry Association, etc. transforming financial infrastructure and reducing risk on trade date. As Chairman of Advisory Board, he was instrumental in building OMGEO– a transformative financial industry utility.
Mr. Vatsa is focused on creating an echo system for startup and early stage revenue companies to realize their potential by scaling and growing. He is a Partner and Mentor of Princeton Growth Accelerator (PGA) and a partner and Chief Strategy Officer of Global Accelerated Venture (GAV). He is a founding member of Global TIE Women fostering that is Women Entrepreneurship on a global basis across 90 locations – Embrace, Engage and Empower. Mr. Vatsa is also a driver / angel investor / advisor to firms and startups that is providing innovative and disruptive solutions in health care, in fintech, cryptocurrency and blockchain.
Quentin Vidal joined Inveniam as a Product Manager in December 2020. In this role, he is responsible for managing the product backlog, identifying customer requirements and developing the corresponding technical requirements. Mr. Vidal is a former software engineer with years of experience in blockchain technology and solutions development. His foray into the blockchain world began with Jimmy Song’s Programming Blockchain intensive, where he garnered the skills necessary to program and develop blockchain applications.
Prior to joining Inveniam, Mr. Vidal was lead developer and product manager at eSend Inc. He was the architect for eSend’s blockchain based payment service and led the successful development of eSend’s payment rail for third party money transfers from U.S. to Mexico by leveraging RippleNet ODL for payment execution and settlement on SPEI.
Mr. Vidal holds a Bachelor of Arts degree from the State University of New York at Purchase.
Associate, Inveniam Solutions
Steven Volchek joined Inveniam in February 2021, as an Associate for Inveniam Solutions. In this role, he is primarily responsible for onboarding and client services.
Prior to joining Inveniam, Mr. Volchek worked as a Senior Associate at RSM US LLP in the National Commercial Real Estate Advisory practice, providing an array of lease advisory services, data validation, and financial analysis to Telecom, Retail, Office, and Industrial clients.
Mr. Volchek holds a Bachelor of Science degree in Finance from Miami University (OH).
Global Director, Business Development
As Global Director, Business Development, Mr. Walczak is responsible for expanding Inveniam Capital Partner’s (ICP) footprint globally through Strategic Partnerships and identifying and capturing long term revenue-producing opportunities; and the development of sales teams and processes for the distribution of ICP software and sales teams to sell specific ICP sponsored deals.
Mr. Walczak is a successful relationship builder with over 25 years of experience with top financial firms. He has spent his career providing firms with substantial streams of revenue by establishing new lines of business, cultivating long term alliances with key players, and building well-rounded diversified first-rate teams in sales and relationship management. Mr. Walczak has a proven record of exceeding revenue objectives by creating high impact business strategies and capitalizing on market opportunities.
Prior to joining Inveniam, Mr. Walczak spent 22 years at Cantor Fitzgerald where he was originally hired from Tokyo Forex in Japan to create and manage a foreign exchange team in London. With Cantor Fitzgerald, he managed all aspects of the start-up operation including a budget, staffing, coordination of technology, telecommunications and P&L. Mr. Walczak established a viable business in just one year, building more than 250 active accounts in Europe and Asia in 5 years. After the 9/11 tragedy that decimated the Cantor workforce, he was brought in to help to rebuild the Cantor Equities team to the global player they are today.
After leaving Cantor in 2016, Mr. Walczak was introduced to tZERO where he led business development before joining ICP in 2018.
Intern, Data Science
Monica Wallace joined Inveniam in July 2021 as an intern with the Data Science team. She is pursuing a Bachelor of Science in Economics with minors in Finance and Politics at the Catholic University of America in Washington, DC. During her time in college, she has been passionate about serving her university community and currently serves as the Vice President of the Student Government Association, Orientation Advisor, First Generation College Student Peer Mentor, Cardinal Service Corps Leader, and President of She’s the First.
Prior to joining Inveniam, she worked for a non-profit organization focused on spreading financial literacy, an international law firm, and the U.S. House of Representatives. She is interested in finding ways that data analysis and the use of blockchain technology can support improved decision making in the public and private sector.
Executive Vice President
As Executive Vice President of Inveniam Capital Partners, Bobby Yablunsky is responsible for administrative management of the company, overseeing stockholder relations and assisting in leading the company’s internal fund-raising initiatives. He is also responsible for internal human resources and assists Inveniam client teams in providing clients with tactical and strategic advice.
Prior to joining Inveniam, Mr. Yablunsky’s experience includes time as a venture capitalist, providing capital to build enterprise value, and as a clinical therapist, applying positive and clinical psychology to patients. Mr. Yablunsky is keenly aware of the intersections of psychology and finance and brings this experience to Inveniam personnel and clients.
Over the course of his career, Mr. Yablunsky has been directly involved in raising over $150 million in capital. His past clients include Progressions Behavior Health, New Sky Capital, SCP Partners, CIP Capital, Fourth Wall Media, Seven Echo, Company Voice, Actua Corporation, Safeguard Scientifics, CPL Solutions, Gift Certificates.com, and Mobility Solutions. With more than 20 years of experience executing venture capital deals, Mr. Yablunsky has a deep understanding of the strategic and tactical guidance required when raising capital, considering an M&A opportunity, or pursuing an exit strategy. His robust board experience has also led to the development a keen eye for deals that achieve the growth objectives of both issuers and professional services providers.
Mr. Yablunsky holds master level degrees in management from The Pennsylvania State University, applied positive psychology from the University of Pennsylvania, and clinical psychology from Fielding Graduate University. He received his undergraduate degree in accounting from St. Vincent’s in Latrobe, PA.
Joe Yelochan is a UX designer and researcher who comes to Inveniam with a demonstrated history of working in the information technology, healthcare, HR, financial (fintech), pharmaceuticals, services, and military/government industries. Having previously worked in software design and user experience at both JP Morgan Chase and Nationwide Insurance in Columbus Ohio, he has also been a designer/researcher at three different startups. Mr. Yelochan utilizes a Design Thinking process in his approach to messy or wicked problems, and empathizes with people in order to create human-centered designs.
Mr. Yelochan is skilled in UX Research, Design, Sketching, Wireframing, Personas, Usability Engineering and Testing, Mockups, and Prototyping. His past clients include: US Air Force, JP Morgan Chase, EmergeOrtho (Triangle Region of NC), Nationwide Mutual Insurance Company, Pfizer Pharmaceuticals Inc., Bank of America Corporation, Eli Lilly and Company, Roche Diagnostics.
Mr. Yelochan holds a Master of Science (M.S.) in Human-computer Interaction/design from Indiana University, Bloomington.
Board of Advisors
Jeff Bianco, the President and Founder of Dev.Pro, a technology software development company featuring American business and Ukrainian engineering prowess, has more than 25 years’ experience as a partner, manager, and client of Ukrainian IT services. In 1998 Jeff was a partner at Validio Software LLC, a successful software development company, which was acquired by GlobalLogic Inc., in 2008.
Jeff also founded and grew two technology companies. The first was GraphicCorp Inc., founded in 1993, a publisher of software and digital content. It was acquired by Corel Corporation in 1999. The second was CustomCD, a technology company providing on-demand media publishing solutions, which he founded in 2005 and sold to Digital River Inc. in 2008.
Apart from Jeff’s many years of successful management of transnational businesses, his expertise includes database marketing, software development, e-commerce, and business development. Jeff holds a B.A. in Business Administration from the University of California, Berkeley.
Board Member and Brand Ambassador
John G. Bullard
Banker, board member, advisor, speaker and brand ambassador, John G. Bullard has been a pioneer in FinTech and the Digital Trust model for internet transactions and the operational risks that accompany it. Beginning his career as a manager with leading UK banks, then as a manager of the London Stock Exchange branch of Barclays, he shifted over to Barclays’ Computer Operations, eventually helping to found Barclays’ original ‘Information Security’ management team.
In 2000, Mr. Bullard played a key role in launching a global bank joint venture, originally named the Global Trust Network. Through several iterations, that Trust Network effort is still regarded as the benchmark for global trust, forming a blueprint for interoperability upon which newer technologies such as distributed ledgers are based.
He is now Global Ambassador for TrustChains and The Global Trust Alliance, Advisory Board Member of data optimization entity Alqami LLC; non-executive Board Member of Cashsmiths Innovations Limited; shareholder/Board Member of Bullards Holdings and its operating subsidiaries in the “Spirits/Drinks” sector. Bullards Gin is a rapidly growing product line, based on a cherished Norwich UK brand (Bullard’s family business) dating back to 1837.
A frequent public speaker, John is a member of the UK’s leading political/innovation thinktank The Centre for Policy Studies, founded by Prime Minister Thatcher and Sir Keith Joseph. He is on the governing Council of the UK’s Conservative Party’s Science and Technology Forum based out of Westminster SW1 and has a Territorial Decoration from his time as a member of the UK Armed Forces.
Partner, Foley & Lardner, LLP
Patrick Daugherty is the senior corporate securities law partner of Foley & Lardner LLP and leads the blockchain technology practice of that law firm. With nearly 40 years of experience in global markets and at SEC headquarters, Patrick represents issuers, broker-dealers, exchanges, investment advisors and family offices in SEC and FINRA matters.
Patrick holds degrees from Northwestern and Cornell; belongs to the New York and Illinois bars, among others; was named “Michigan Lawyer of the Year” in 2007; and helps plan the annual Ray Garrett Corporate and Securities Law Institute at Northwestern. An emeritus member of the American Law Institute, Patrick has been named one of the “Best Lawyers in America” in five different fields, in three different states, and is rated “Preeminent” by Martindale-Hubbell.
Founder and Manager, Flavigny
Xavier Fernandez founded and manages Flavigny, a boutique investment family office specializing in private equity and special financing and based in Miami since 2014. Flavigny has active investments in telecom, energy, health care, amusement, fintech, renewable, and snacking industry companies across the U.S., Latin America and Europe. He is also the founder and president of FloridESCo, an Energy Saving Company (ESCo) based in Miami since 2013. FloridESCo designs, installs, and finances environmentally responsible and economically sound solutions for commercial facilities.
Beginning in 2002 while living in Venezuela, Mr. Fernandez was the owner and director of Pioneer Petroleum Services de Venezuela, an oil service company. He also started the largest solar company in Venezuela (Soluciones Energeticas Alternativas), and was involved in construction materials through BMIE, part of the Grupo Fundicion Pacifico, and international trade between Europe, South America, and Asia.
In total, Mr. Fernandez has founded more than ten companies and invested in twenty. He serves as a board member for several of his portfolio companies and charity organizations.
Mr. Fernandez holds a Bachelor of finance from l’Institut Superieur de Gestion ISG in Paris.
Director, Grapefruit Trading
Mike Komaransky is a long-time cryptocurrency advocate. Currently he is the director of Grapefruit Trading, a cryptocurrency trading company specializing in over-the-counter trading. He is an investor in several bitcoin companies and projects. Prior to this, Mike was a partner at DRW Trading where he ran Cumberland Mining.
Mike’s background is in trading fixed income, having traded derivatives for DRW since 2001 in Chicago and London. He is a graduate of the University of Chicago.
General Partner & Managing Director, Global Blockchain Ventures, Director of METIL at UCF
Dr. David Metcalf, PhD
Splitting his time and insights between his work as General Partner and Managing Director for Global Blockchain Ventures, LLC, where he applies his interests in technology advisement, investing, and blockchain enabled applications. and his duties as Director of the Mixed Emerging Technology Integration Lab (METIL) at UCF’s Institute for Simulation and Training, Dr. David Metcalf, PhD, has over 20 years’ experience in the design and research of web-based and mobile technologies converging to enable learning and healthcare.
His team has built mHealth solutions, simulations, games, eLearning, mobile and enterprise IT systems for Google, J&J, VA, U.S. military and UCF’s College of Medicine among others. Recent projects include Lake Nona’s Intelligent Home and transmedia, adaptive learning projects using mobile, AR and sims.
In addition to research and commercial investments, Dr. Metcalf continues to bridge the gap between corporate learning and simulation techniques and non-profit and social entrepreneurship. IoT, blockchain, cybersecurity, simulation, mobilization, mobile patient records and medical decision support systems, visualization systems, scalability models, secure mobile data communications, gaming, innovation management and operational excellence are current research topics.
He is the co-editor/author of HIMSS Blockchain in Healthcare (2019), Blockchain Enabled Applications (2018), Connected Health (2017), HIMSS mHealth Innovation (2014) and the HIMSS best-seller mHealth: From Smartphones to Smart Systems (2012).
Founder and CEO, Palladium Capital Group
Joel Padowitz, CFA
Joel Padowitz is the founder and CEO of Palladium Capital Group, a leading microcap investment bank specializing in Private Equity, PIPEs, reverse mergers, commercial real estate, and the secondary placement of private equity and investment fund interests. Since its founding in 2004, the firm has facilitated hundreds of transactions totaling billions of dollars, and today is represented by more than twenty registered representatives throughout the United States.
Mr. Padowitz began his career at Gerber Financial Management, a Beverly Hills advisory firm specializing in financial and tax planning, where his role over a three-year period shifted from investment analysis and portfolio design to sales & marketing and business development. In the early 2000s, he founded two Palladium-branded entities: first Palladium Market Neutral, a market-neutral fund of funds, for which he raised more than $100M before the assets were sold to Crestline Partners in 2007. The second was Palladium Capital Advisors, a FINRA-member broker-dealer. Since 2006, his primary business focus has been on the broker-dealer business.
Mr. Padowitz completed his undergraduate studies at Harvard University where he graduated first in his class with a concentration in social sciences (economics and psychology). He earned his MBA from Israel’s Bar Ilan University where he also graduated first in his class. Mr. Padowitz holds the Chartered Financial Analyst (CFA) designation and was honored at the White House by President George H.W. Bush for “outstanding achievements in science.”
Founder, Paredes Strategies LLC / SEC Commissioner (2008-2013)
Troy A. Paredes
Troy A. Paredes is the founder of Paredes Strategies LLC. From 2008-2013, Paredes was an SEC Commissioner, appointed by President George W. Bush.
Paredes advises on financial regulation, compliance, risk management, corporate governance, and regulatory strategy. He also serves as an expert and advisor in regulatory enforcement investigations and in private litigation involving securities law and corporate law. Paredes has brought his extensive government, compliance, enforcement, and regulatory experience to bear in serving as an independent compliance consultant/corporate monitor.
Paredes was a professor of law at Washington University in St. Louis before joining the SEC. He also has been a Lecturer on Law at Harvard Law School, a Distinguished Scholar in Residence at NYU School of Law, and a Distinguished Policy Fellow and Lecturer at the University of Pennsylvania Law School.
Paredes co-hosts a podcast on fintech called “Appetite for Disruption.”
Paredes holds a bachelor’s degree in economics from UC Berkeley and earned his J.D. from Yale Law School.
33rd Mayor of Miami
Honorable Francis Suarez
Francis X. Suarez is the 33rd Mayor of Miami. As the first Miami-born mayor, he is committed to building a Miami that lasts forever and that welcomes everyone. Elected with an electoral mandate of 86 percent, Mayor Suarez has championed the integration of climate adaptive technologies, building practices, and economic policies across all facets of government as part of his Miami Forever Plan.
Under his leadership, Miami has cut crime and cut taxes to one of their lowest points in over fifty years, spurring an economic resurgence and expansion across Miami. Mayor Suarez has also pursued a package of affordable housing reforms that leverages federal opportunity zones with the activation of underutilized land to increase access to affordable housing and homeownership for working people and communities of color.
As the son of former Miami Mayor, Xavier L. Suarez, Mayor Suarez learned the values of public service and servant-leadership along with the need for economic opportunity, fairness, equal rights, and reconciliation for all.
Mayor Suarez earned his bachelor’s degree in finance from Florida International University, graduating in the top ten percent of his class, and then received his law degree from the University of Florida Levin College of Law, where he graduated cum laude. Mayor Suarez was recently selected to serve as an Aspen Institute Rodel Fellow and was also named as a Time Future 100 Leader. In July 2020, he was nominated and elected by American mayors to serve as the Second Vice President and President of the US Conference of Mayors for the 2022-2023 term.
He currently practices law with Greenspoon Marder LLP, a nationally-recognized law firm specializing in corporate and real-estate transactions. Mayor Suarez is married to Gloria Fonts Suarez. They have a son, Andrew Xavier, and a daughter, Gloriana Pilar. They love Miami and consider themselves blessed to raise their family in the Magic City.
Board and Strategic Advisor
Dr. Richard Swart, PhD
Dr. Richard Swart, PhD, is a board and strategic advisor. He ran a research program on innovation in crowdfunding and platform-based finance at the Institute for Business and Social Impact in UC Berkeley’s Haas Business School and was the director of the Center for Emerging Technologies in the Bill Gates-funded Institute for Money, Technology and Financial Inclusion at UC Irvine.
He has provided expert advice and consultation to the White House National Economic Council, the British Parliament, the World Bank, the Bill and Melinda Gates Foundation and dozens of global universities, think tanks, foundations, banks, governments, funds and family offices. He also sits on several boards and advisory boards for other FinTech, blockchain and AI companies.
Dr. Swart is one of the founders of the Silicon Valley Blockchain Society, a network of institutional investors focused on enterprise level blockchain, with chapters through the United States and in Zug, Switzerland. Members of the network control over $1 trillion USD in AUM. He was nominated as an SDG Impact Fellow, a group of about 100 global impact leaders leading meaningful initiatives to support the UN SDGs. He has lectured on five continents and was made a Fellow of the Royal Society of Arts in London in recognition of his work.
Board Member, Serial Entrepreneur
Allen R. Weiss
Allen (Al) R. Weiss is a former partner in Apollo Capital Management, a private equity firm. He joined Apollo, following a 39-year career at the Walt Disney Company, in which his last position was President of Worldwide Operations for Disney’s $10 Billion+/95,000 employee Walt Disney Parks and Resorts business, in which he was responsible for the company’s theme parks and resorts including the Walt Disney World Resort, Disneyland Resort, and Disneyland Resort Paris, Disney Cruise Line, Disney Vacation Club, “Adventures by Disney”, and the line-of-business responsibility for Hong Kong Disneyland Resort and Tokyo Disney Resort.
At Apollo, Al was involved in company analyses to support potential acquisitions and management. He had direct involvement in the acquisition of Chuck E. Cheese Entertainment in 2014 and currently serves on their Board of Directors. Also involved in the acquisition and negotiations for the sale of Great Wolf Resorts, Al became the Chairman of the Board of Directors for Great Wolf and later Executive Chairman. Mr. Weiss was also involved in the acquisition of Diamond Resorts International in 2016, as well as ClubCorp and currently serves on their Board of Directors.
Named “Most Influential Businessman in Central Florida” by the Orlando Business Journal in 2005, Mr. Weiss has been designated as a distinguished alumnus by his alma mater, the University of Central Florida, and both UCF and the Rollins College Crummer Graduate School of Business have inducted Al into their Halls of Fame. Staying closely involved with his alma mater, Al has served as chairman of the UCF Foundation Board of Directors, and is a past member of the UCF Board of Trustees, Stetson University Board of Trustees and the Florida Council of 100 Board of Directors.
Inveniam is proud to partner with Dev.Pro and their outstanding team of coding, development and management professionals.
This partnership aligns with our ongoing efforts to make Inveniam.io a powerful tool to assist capital market professionals as they digitize securities utilizing the power of DLT to model securities as data, not code.
Since our founding, Inveniam has been developing our own proprietary technology and partnering with 3rd parties. In early 2019 we began a partnership with Dev.Pro in creating version 2.0 of our state-of-the-art SaaS platform, Inveniam.io.
QA Engineer - Gadget Team
Valeriia is an Intermediate QA Engineer with 3+ years of experience in Backend and Frontend testing.
Business Analyst - Roquefort Team
Danylo earned a Bachelor’s degree in Software Engineering in Kharkiv National University of Radioelectronics. He is a Business Analyst with more than 3.5 years experience and has worked on a number of projects related to social networks, 180º/360º video editing, GPS tracking, smart devices, action cameras, and related.
Danylo is passionate about software that solves people’s problems and simplifies their lives. He is dedicated to ensuring that end-users are happy.
Software Developer - Chip Team
Maxim is a NodeJS developer with 5 years experience in information technology. Maxim is focused on backend development for Inveniam.io.
Anton is a UI/UX Master with more than 7 years of experience in the design of mobile applications and websites. He is focused on the creation of the Inveniam.IO platform’s visual style and user-friendly interface.
Software Engineer - Architect Team
Iuriy has more than 10 years of overall software engineering and management experience. He has mostly held the leading positions with small and focused teams of 3-7 people.
Iuriy is business and delivery-oriented while discussing, designing, planning and implementing software solutions. He has experience in leading pre-sales as well as projects kick-offs as a Solution Architect. Iuriy has extensive experience applying different kinds of SDLCs like Agile (Scrum, Kanban) as well as fixed price Waterfall models. He has worked in a wide range of business domains, including Fintech (POS, cryptocurrency), healthcare, advertising, online shipping and automotive.
Iuriy is skilled at application architecture and code practices, and has practical experience applying advanced development concepts such as DDD, reactive programming, event-sourcing, microservices, etc.
Software Developer - Chip Team
Alexandr is a backend developer with 10+ years of experience. He has experience with high load enterprise applications and enjoys simplifying complex and challenging tasks.
Test Automation Engineer - Group Lead - AQA Team
Maksym is a Test Automation Engineer with 4+ years of experience in E2E and API testing automation. He helps us to build the process of automation testing for Inveniam from scratch. Maksym delivers quality in automation and understands the core values of effective automation testing processes.
Software Developer - Roquefort Team
Mykhailo had 4+ years in development in fintech before he joined the Inveniam team. Development is his passion and he loves to solve difficult tasks. In his spare time, Mykhailo loves to spend time with his wife and son.
Andrii is a DevOps engineer with 5 years experience in IT. He is interested in programming, automation and modern DevOps stack.
Kostiantyn earned a Master’s degree in Business Administration at Simon Kuznets Kharkiv National University of Economics and Bachelor’s degree in IT Security in Kharkiv National University of Radio electronics. He is responsible for project management of the Inveniam.io platform development and helps to lead the business analysis and marketing.
Kostia is passionate about technology, and is a worldwide festival traveler and sound producer in his free time.
Test Automation Engineer - AQA Team
Oleksii has a Master’s degree in Computer Science and leads the Quality Assurance team for Inveniam.io platform. He is involved in process-oriented activities, creation of project and test documentation, and establishing a development path. Oleksii is also responsible for software feature evaluation and reviews the platform to detect the differences between existing and required conditions.
Team Lead - Gadget Team
Mykhailo is a software engineer with 25 years of experience in IT and more than 10 years of team leading experience.
Oleksandr is an IT Specialist with more than 4 years of experience in IT.
Software Developer - Roquefort Team
Mykhailo had 4+ years in development in fintech before he joined the Inveniam team. Development is his passion and he loves to solve difficult tasks. In his spare time, Mykhailo loves to spend time with his wife and son.
Information Security Manager
Roman has over 9 years of expertise in protecting business digital assets, assuring compliance, reducing risk, and harnessing the power of technology to deliver business value, and catalyze business transformation.
As an engineer, analyst and manager, Roman has worked with a broad range of professionals. He was responsible for updating IT and cybersecurity infrastructure, communicating risk and security principles and policies to entry-level employees, customers, and executives.
Roman has a PhD degree in Cybersecurity.
QA Engineer - Zipper Team
Mykhailo is a QA Engineer with more than four years of experience, and has worked previously on several projects related to fintech/e-commerce/mobile banking. He has a deep knowledge of manual QA process and the ability to analyze requirements, develop and execute test plans, test cases, checklists. Mykhailo with web and mobile testing, DB and API testing. He has a strong background in working with JIRA.
Mykhailo is familiar with the following test automation tools: Selenium WebDriver, PyTest, UnitTest and has experience with Jenkins/GitLab, Git (Github), Allure report.
Mikhail also is a very active person. He enjoys playing soccer with his buddies, jogging in the morning, playing table tennis, visiting the gym and snowboarding in winter.
Team Lead - Zipper Team
Volodymir is a Software Engineer with 6+ years of experience. He is a certified AWS Solution Architect developer (Associate) and has earned a Master’s degree in Software Engineering & Computer Science.
Test Automation Engineer - AQA Team
Stanislav is a Test Automation Engineer with 4+ years experience in IT. He has experience in test design techniques and testing approaches, a deep understanding of OOP principles, and he is experienced in UI desktop, UI web and API testing.
DevOps Team Lead
Roman has experience working in a SysAdmin and DevOps role with several projects and companies of different sizes and different internal processes during the last 15 years. He is always oriented on business needs, has an open mind and high self-learning skills, and can work both independently or in a team. Roman is a certified Microsoft and Cisco specialist.
Software Engineer - Dale Team
Software Developer - Gadget Team
Alexey is a Software Developer with expertise in Web application and Web service programming, distributed and client-server applications, message-oriented, data-oriented architectures, parallel and concurrent programming.
Yurii is a Software Engineer with 12 years of experience in IT with practical experience in technical and non-technical areas. Yurii’s variety of skills have made him a key part of a variety of projects. Yurii has been a manager for more than 6 years and has led multiple teams on major projects which are in active use today.
Team Lead - Roquefort Team
Roman is a software engineer with 13 years of experience in IT. He has practical experience in backend and frontend development, working with project requirements and working in leading positions. Roman is engaged as a full-stack developer for Inveniam.io.
Project Manager - Chip and Dale Team
Ruslan has worked in IT for 10 years, serving 3 years as a Sales Manager and the last 7 years as a Project Managemer. He has led dozens of projects and teams while providing business analysis for the projects.
Ruslan is a philologist (one who studies the history of languages) by education. His other passions include diving, skiing, cycling, camping, and photography.
Software Developer - Chip Team
Irina is a PMP-certified professional with 15 years of experience in IT serving as a Software Developer and Test Engineer, and 9 years of direct focus on project management.
Software Developer - Gadget Team
Vladyslav has been a Blockchain Engineer and cryptographic enthusiast for more than 4 years. He believes in decentralized solutions and applying their advantages to business. He has experiecne in the finance, developing and designing blockchain-based solutions for banks, government and private customers.
Business Analyst - Gadget Team
Kseniia has been a Business Analyst more than 3 years. She is very interested in new technologies and is strongly focused on product success. She is a proactive and result-oriented person with a Bachelor’s degree in physics.
Project Manager - Gadget Team
Svetlana is a junior project manager. She performs project management duties to support the ongoing procedures and operational tasks.
Svetlana earned a Master’s degree in Project Management at the National Aerospace University “Kharkiv Aviation Institute” and a Specialist’s degree in International Economic Relations at the Institute of Oriental Studies and International Relations.
Software Developer - Gadget Team
Artem is a software Engineer with more than 9 years of experience. He is engaged in full-stack development for Hub project.
Test Automation Engineer - AQA Team
Kseniia is an Automation QA Engineer with a background in manual testing. She is detail oriented and knowledgeable in Python and TypeScript.
Team Lead - Chip Team
Oleksandr is a full stack engineer with 6 years experience in web development and more than 2 years team leading experience.
Test Automation Engineer - AQA Team
Business Analyst - Chip Team
Dmytro earned a Master’s degree in Management in Kozminski Academy in Warsaw. He is a Business Analyst with 4+ years experience in such domains as: healthcare, fitness and nutrition, accounting, telemedicine. Dmytro’s passion is saving people time with IT products.
QA Engineer - Roquefort Team
Yevhen is a certified Quality Assurance Engineer with 5 years of experience. He is involved in the creation of test documentation and functionality testing on the Inveniam IO project.
Software Engineer - Roquefort Team
Ruslan is a Software Engineer with 5+ of experience in IT. He has practical experience in frontend and backend development. Ruslan is responsible for code review, features improving and development.
Software Engineer - Roquefort Team
Maria is a Software Engineer with 2+ of experience in IT. She has mostly worked with Angular, but has basic experience in Node.js and plans on developing these skills further. Maria is a good team player and loves interesting and challenging tasks and the possibility to obtain new knowledge.
Dariia is a Business Analyst with more than 5 years of experience. Dariia is a product perfectionist, creative problem solver and a key piece of the Inveniam.IO development team.
Software Developer - Dale Team
Project Manager - Roquefort and AQA Teams
Marharyta brings 5+ years experience in PM and BA activities to her position with the Inveniam team. She has Professional Scrum Master I (PSM I) certification and considers project management one of the most challenging activities of her life.
QA Engineer - Chip Team
Yana is a junior Test Engineer. She creates test designs to feature stories according to requirements, performs testing and creates bug reports. She is also active in new releases, performing regression and smoke testing.
Yana earned a bachelor’s degree in philological sciences from V. N. Karazin Kharkiv National University.
Software Developer - Dale Team
Oleksandr is a Software Engineer with more than 5 years in IT including 3 years in Java QA Automation.
Software Engineer - Chip Team
Vladyslav is a Junior Software Engineer. He is responsible for adding new features and improving existing features. Vladyslav has experience in both FE and BE parts of development.
Business Analyst - Dale Team
Iryna is Junior Business Analyst. She performs requirements design and sets tasks scope for the team and is involved in team meetings for requirements clarification.
Iryna admires the AI and startup sectors. She is also passionate about architecture and museums around the World.
Mobile Software Engineer - Roquefort Team
Yevhen is a Software Engineer with 18 years of experience in IT, including 9+ years in mobile software development. He works with iOS (ObjC, Swift), Flutter (Dart). He has is strong manager and enjoys mentoring.
Vladyslav is a DevOps engineer with over 5 years of experience in IT.