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Financiers in Business Succession

Finance professionals structuring capital solutions for business succession — from employee ownership transaction financing and mezzanine debt to equity co-investment alongside ESOP, EOT, and cooperative conversions.

Sedale Turbovsky

# Private Equity

Dick Stein

Abe Keller Peace Education Fund

David Lynn

Mission Driven Finance

Co-Founder & CEO

Dan Kaczmarek

# Investment Bank

Elane Spivak-Rodriguez

Alliance for Global Justice

National Co-Coordinator and Fiscal Sponsorship Coordinator

# DEI# Philanthropy

Pete Stavros

Ownership Works

Co-Head of Global Private Equity; Employee Ownership Advocate

# Blended Finance# Fractional Ownership# Private Equity

Jaime Smith

Haymarket People's Fund - Urgent Response Grants

Grants Director

Nikki Estes

South Arts - Express Grants

Director, Presenting & Touring

Gail Walker

Interreligious Foundation for Community Organization (IFCO)

Executive Director

Jill Ratner

Rose Foundation for Communities and the Environment -

President, Senior Program Advisor & Co-Founder

Deb Ray

InferenceCloud.ai

Co-Founder & Chief AI Officer

# Impact Investing

Christine Brown

Alston-Beech Foundation

Director of Community Service/ Scholarship & Grants Administrator/ Notary/ Signing Agent

Regina Bosca

Patricia Kind Family Foundation

Lue Her

Otto Bremer Trust

Director of Philanthropy

Michael Marriott

B. W. Bastian Foundation

Executive Director 202-716-7000

Emily Mottino

Keta Legacy Foundation / Mountaineers Foundation

Program Services Coordinator

Christine Mayers

Mary Reynolds Babcock Foundation

Supriya Lopez Pillai

Hidden Leaf Foundation

Executive Director

Avery C. Anderson Sponholtz

Globetrotter Foundation - No Regrets Initiative

Directing philanthropy for Globetrotter Foundation and the #NoRegrets Initiative

Zak Klein

Quimby Family Foundation

Program Director

Erin Baird

Allegany Franciscan Ministries and Trinity Health - Allegany Community Out Reach (ACOR) Grants

Director of Grants

Mary Jones

New England Grassroots Environment Fund - Grow Grants

Grow Grant Program Manager

Camisha Lashbrook

The Women's Foundation of Colorado - Women & Girls of Color Fund

Director of Donor Relations and Strategic Grantmaking

Jenny George

Hidden Leaf Foundation

Program Officer

Rachel Costello

Leo & Peggy Pierce Family Foundation

Program Associate and Grants Manager

Lawrence Aldrick S

Capital Good Fund

enior Business Development Manager

Diane Ives

Diane Ives Consulting

Strategic Advisor to Philanthropy - Economic Democracy - Climate Justice

Kim Abello

Wells Fargo Bank

National ESOP Director

# Investment Bank

Ashley McLeod

Capital Impact Partners

Director of National Lending Programs

# Impact Investing

Lisa Smith

BST Capital Advisors

Grants Management Partner

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