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
Chairman & CEO
Patrick O’Meara is the Chairman and CEO of Inveniam Capital Partners, a finance and technology firm. 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 SaaS 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.
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.
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.
Kerry Rudy joined Inveniam as Acting 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.
Chief Technology Officer
Gary Maier joined Inveniam Capital Partners as Acting Chief Technology Officer in July 2020. In this capacity, he contributes to the Inveniam.io product roadmap and is responsible for overall technology leadership, planning and delivery. He is a senior technology leader and innovator with a 30+ year track record of success in delivering enterprise-class front, middle and back-office solutions to financial services companies, across a wide range of investment products and strategies.
Additionally, Mr. Maier is the Managing Principal of Fintova LLC, an advisory and consulting firm specializing in digital strategy, leadership, planning and execution within financial services. Prior to founding Fintova, he served as Head of Asset Management Technology, at UBS; as Chief Information Officer of Investment Management, at BNY Mellon; and as Head of Global Application Engineering, at Blackrock. At Blackrock, Mr. Maier was instrumental in the original concept, architecture and development of Aladdin, an industry-leading portfolio management platform. He has additionally served as CTO at several prominent hedge funds, and as an advisor to fintech companies.
Mr. Maier is a frequent lecturer at major industry conferences in the US and abroad, and has been regularly interviewed by the financial technology press. He has also authored numerous articles and white papers, published worldwide. Mr. Maier has a B.A. in Public Policy and Economics from Duke University.
Chief Revenue Officer
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. Vasta 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.
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.
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.
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.
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.
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.
John W. Brady
John W. Brady is an accomplished executive leader with a strong track record of guiding North American divisions of multinational companies through the competitive consumer goods landscape. Mr. Brady has significant expertise in enhancing brand awareness, product innovation, operating efficiencies and optimizing team dynamics.
With decades of executive experience, Mr. Brady has held key leadership roles at a variety of consumer products companies including RECARO Child Safety, LLC, Fisher-Price, Inc., Casio, Inc., and the Fundimensions division of General Mills Inc. He also ran JWB&A LLC, Business Consulting, a consumer goods consulting firm. Mr. Brady has built a successful track record of launching, growing and turning around promising product lines in both the mass distribution and specialty leisure-time market spaces.
Mr. Brady’s primary focus has been working with entrepreneurs, private equity owners and boards of directors to drive company values by enhancing product, distribution, promotion, sourcing and process. He has been able to drive new and incremental growth by exploiting product and licensing opportunities and recognizing consumer trends at their outset.
Mr. Brady earned a Bachelor of Arts degree at Wayne State University with co-majors in Journalism and Marketing, and performed post-graduate work in Marketing and Finance.
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.
Jenna is a rising senior at Michigan State University from Port Huron, MI. She is a finance major and is pursuing minors in computer science and entrepreneurship & innovation. She is also a filmmaker, and has owned a freelance videography company for the past 4 years. Jenna is passionate about effective leadership, philanthropy, and new ideas in all categories. She loves the possibilities that big data, predictive analytics, and artificial intelligence bring to the table for markets of every kind.
Managing Director, Consulting & Advisory Services
Robert Chronowski brings 40+ years of expertise to the Inveniam team. Mr. Chronowski has worked with diverse clients including the World Bank, the United Nations, the Asian Development Bank, the Inter-American Development Bank, Climate Change Capital, C-Quest Capital, the Dutch Government, the U.S. Government, and multiple private companies. Since 1982 he has worked with or for multilateral, bilateral, and private entities that are engaged in major program and project finance activities. He has been directly responsible for initiatives involving policy development, legislative development, regulatory reform, technology applications, finance structuring, and environmental and social assessment.
From 2002-2006, Mr. Chronowski has worked as Advisor to the Funds Manager of the World Bank’s Carbon Finance Business and was directly involved in the procurement of $1 billion (US) in Carbon Emission Reduction Credits globally from many types of qualified projects, including projects in Africa. From 2006-2007, Mr. Chronowski was on retainer as a senior advisor to the World Bank Carbon Fund Manager. From 2006-2010, he was also on annual contract as an Energy Advisor to the International Finance Corporation for project evaluations globally. For two years, beginning in August 2010, Mr. Chronowski assisted the firm of O’Meara, Ferguson, Whelan and Conway in structuring the business plan for a unique Africa Social Development Fund. Mr. Chronowski has also owned and successfully sold several start-ups.
Mr. Chronowski graduated from the U.S. Merchant Marine Academy with a B.S. in Marine Engineering in 1964. He did graduate work in Environmental Pollution and Business Administration at Long Island University and the University of North Carolina in the late 1960’s and early 1970’s. Mr. Chronowski has been awarded three patents relevant to Conventional and Alternative Energy and has assisted others in securing technology patents. Mr. Chronowski was on the Development Advisory Board for six years from its inception for the Franciscan Sisters TOR of the Sorrowful Mother of Penance that grew out of the Franciscan University of Steubenville, Ohio.
Intern, Data Analytics
Emma is a senior studying politics and journalism at Hillsdale College in Hillsdale, MI. She is originally from Dallas, TX, but now spends most of her time in Michigan. Emma is a writer for the college’s newspaper, and spends her free time running and practicing her French.
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.
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.
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.
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
Board Member, Serial Entrepreneur
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.
Software Developer - Integration Team
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.
Delivery Manager - Integration 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.
Business Analyst - Integration Team
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.
Project Manager - Integration Team
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.
Project Manager - Integration 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 - Integration Team
Maxim is a NodeJS developer with 5 years experience in information technology. Maxim is focused on backend development for Inveniam.io.
QA Engineer - Integration 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.
Software Developer - Chip Team
Software Developer - Chip team
Oleksandr is a full stack engineer with 6 years experience in web development and more than 2 years team leading experience.
Software Developer - Dale Team
Blockchain Engineer - Roquefort Team
Dmytro is a software developer with 17 years of experience in IT. Prior to focusing on blockchain-specific projects, Dmytro was heavily involved in a wide variety of Java development projects.
Software Developer - Roquefort team
Mykhailo is a software engineer with 25 years of experience in IT and more than 10 years of team leading experience.
Software Developer - 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.
QA Engineer - QA 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.
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.