Anthony Cambeiro - IT, Financial Services
Anthony Cambeiro is the founder of Anthology Capital Group, a value oriented hedge fund. Anthology’s approach to concentrated value-oriented investing focuses on businesses that typically have high returns on capital; purchasing those stocks during periods of distress. Anthology augments those holdings with a selection of individual short positions, market hedges, and special situation trades. Prior to that, he spent 10 years at Downtown Associates, a $200mm AUM value-based hedge fund, where he was the Co-Director of Investments and a general partner. Anthony graduated cum laude from the Wharton School at UPENN with concentrations in Finance, Accounting, and OPIM in 2001. Anthony is also a volunteer at Ronald McDonald House, and was the president of Alumni House Corporation for Psi Upsilon Fraternity of Philadelphia from 2002-2007.
Bill Cotter - Financial Services
Bill Cotter graduated from St. Joseph's University in 1965. In 1979 Bill became founder and President of T.A. Title Insurance Company, a title underwriting company. Under Bill’s direction the company grew to operate in seven states as an underwriter and another eight states as a title agency, employing over 175 people. The company was sold to a Fortune 300 company in 2004. Bill remained the CEO of the holding company that controls the entire T.A. brand until 2007. He has been a member of the Board of Directors of Alliance Bank (Lawrence Park, PA) since 1986; is a member of the Board of Directors of the J.M. Oliver Company; and a Board member of Title Reinsurance Company (Vermont). Bill is now a partner in Title Alliance, Ltd, which develops and administers successful title insurance agencies. Bill joined Robin Hood Ventures in 2007. He and his wife, Jean, are the parents of five children and the grandparents of nine. He and his wife live in Media, PA. He is a member of the Development Committee and the Board of Directors of The Bethesda Project that provides food, shelter and social services for several hundred displaced and homeless men and women in the Philadelphia area.
Nathu is currently President and CEO of four manufacturing companies engaged in contract manufacturing of engineered products including manufacturing of medical devices. He has an undergraduate degree in Mechanical Engineering and an MBA in Finance from Temple University. Nathu hails from India and he has been in the USA since 1972. Earlier career in his career he was a Plant Manager of a Bicycle Manufacturing Company and Vice President of Engineering and Manufacturing for a packaging container manufacturing company. In 1985 he made his first acquisition of a contract manufacturing company using conventional bank financing and Industrial Revenue Bond financing. He has used similar financing techniques for three additional manufacturing companies in 1988, 1996 and 2000. He is experienced in turn around and building strong and profitable companies. He has consistently achieved this by building strong management teams, building customer relations and creating unique incentive plans for all employees. Since 1991 Nathu has also been a member of Vistage (The world’s leading CEO organization).
Scott Fishman - healthcare marketing
Scott Fishman has over 30 years’ experience in healthcare marketing research and commercial analysis. As CEO of the firm he started in 1989, Scott directed the evolution of Research by Design (RBD) from a bedroom startup to one of the most successful and prominent firms in the healthcare research industry. Under Scott’s guidance, RBD became a key consulting resource for virtually every major pharmaceutical company, as well as a wide range of biotechnology and medical device manufacturers and healthcare advertising agencies.
Following the sale of his firm to a global holding company in 2006, Scott founded Ethos LifeScience Advisors. Ethos provides guidance for investors, entrepreneurs, and start up enterprises, informing investment decisions with definitive analysis of the clinical and commercial value of new technologies.
Scott also co-developed, launched and serves as consulting Program Executive for the Commercialization Acceleration Program (CAP) at the Wharton Small Business Development Center. CAP provides due diligence to Technology Transfer Offices, Incubators and VCs to support commercial development of intellectual property.
Scott is a professor in Marketing, Management and Strategic Planning the MBA program at Philadelphia University, holds a Master’s degree in Advertising and Marketing from the University of Texas, and an undergraduate degree from the University of Pennsylvania.
Tim Flatley - Financial Services
Tim is President and founder of Sterling Investment Advisors, Ltd., and has 25 years of experience in the financial services industry. Sterling Investment Advisors, Ltd., provides investment advising to corporations, high-net-worth individuals, endowments and qualified plans. Their client list includes many prominent corporations and entrepreneurs. Sterling has been named to the "Philadelphia 100" as one of the fastest growing companies in the Philadelphia region. Sterling acquired Preswick Capital Management in January of 2007. Tim's responsibilities include investment analysis, executive compensation plans, portfolio risk management and quantitative portfolio reporting. In addition to having a Series 7 license, Tim is also a General Securities Principal (series 24) and a Registered Options Principal (Series 4, held by only 2.4% of brokers in the US). He has completed advanced training in technical analysis and is also a Chartered Financial Consultant. Tim has co-founded two financial service companies that presently oversee $700 million of investment assets. Tim was a founding member of Robin Hood Ventures, and has served as President of the Board of Directors of RHV. In 2005, Tim was elected to the Board of Directors of Alliance Bank, NASDAQ symbol ALLB. He serves on their Forward Planning Committee and their Compensation Committee. Tim and his wife Kathy, have four children and live in Berwyn, PA. He is a member of Waynesborough Country Club and the Patrons Foundation of Philadelphia.
Glen Gaddy - Consumer Product Development, Energy/Environmental, Engineering, Medical Devices, Manufacturing/Process Controls
Glen Gaddy has experience in real estate, consumer product development and venture funding. He has been an active angel investor since 2003, funding real estate, day care and business services ventures. His prior experience includes heading a research and development laboratory for a leading building materials company and leading real estate services for the world's largest consulting engineering firm. He has published in professional journals and has served as the Principal Investigator on over $8M of government research programs. He is an active reviewer of applied research grant applications in both the United States and abroad.
Percy Nikora - IT, Saas, Internet, Management
Percy is passionate about helping high-growth early stage companies achieve their full potential - from idea to exit. He is an experienced investor, entrepreneur, management consultant and Fortune 500 executive. He currently serves on the board of Cloudmine, is a member of Ben Franklin Technology Partner's Technology Investment Advisory Committee and also serves on boards of non-profits.
In addition to angel investing, he owns a boutique technology focused management consulting firm and has held leadership positions at Pfizer, Wyeth Pharmaceuticals, Merrill Lynch and Dow Jones. He has successfully started, grown and exited several software companies.
He also enjoys traveling, flying planes, racing cars, riding motorcycles and enjoying food and wine.
Mark Pinsley has experience as both a professional management as
well as an entrepreneur. He has been an executive at Fortune 1000
companies as well as owned his own companies. He started his career by raising
angel capital to start his own electronic commerce company. Mark founded and
became President of Dunbarton Business Software (a start-up provider of
corporate electronic commerce capabilities), which he later sold to Inforonics,
a provider of corporate e-business/e-commerce systems. At Inforonics
he became Vice President, Sales & Marketing and oversaw a more than
tripling of company revenue over two years. He was then recruited as Vice
President, Marketing & Product Development for Inventory Locator Service
(ILS, now a division of Boeing), where he developed and launched a variety of
new and enhanced, customer-driven products and services for the aviation and
marine industries. In 2004 Mark left ILS to become President and an equity
partner of Adaco Services, LLC, a developer and marketer of procurement and
operational controls software to the hospitality industry, which he sold in
2008. He then joined DSM (a $14B company) in 2009 as Global Director
of Product Management. His role was to roll out and commercialize a
corporate wellness service based on the company’s history and knowledge of
Mark left DSM and bought DermaMed Solutions a manufacturer
of microdermabrasion equipment and the supplier of skincare and wellness
John Schantz is the Acute Care Director for Lancaster General, a 600 bed hospital system located in Lancaster,PA. He recently retired as founder and president of Plastic Surgery Associates in Lancaster where he actively worked since 1978. He has served on the boards of Lancaster General and its off-shore insurance company. Leisure time is spent on his Chesapeake Bay farm, travel, hunting, fishing and golf. He is the father of two sons. After graduating from Franklin and Marshall College, John attended Hahnemann University, receiving his M.D. in 1971. Additional study at The University of Pennsylvania and The Pennsylvania State University at Hershey prepared him to achieve board certification in both general and plastic surgery. He has been a private investor for the past 30 years.
Craig Schroeder - Financial Services, Technology, Real Estate
Craig Schroeder is the owner and general manager of Blue Skies Properties, a residential real estate investment company. Prior to starting this business, he worked for 16 years at MBNA, a Fortune 500 financial services corporation, serving as senior executive vice president from 1996 to 2005. His background includes experience in the key areas of consumer banking, including lending, customer satisfaction, collection, and quality assurance. Early in his career, he served as assistant to MBNA’s Chairman and CEO, and in that role he was a junior member of the team that took the company public in its 1991 New York Stock Exchange IPO. As senior executive vice president, he was responsible for a number of corporate operations, including education, administration, purchasing, communications, employment and personnel programs, and international expansion strategy. He also served for several years as executive director of the MBNA Foundation, responsible for all of the company’s community donations, volunteer programs, employment programs for people with disabilities, scholarships, and school grants. Mr. Schroeder is a graduate of the University of Pennsylvania and recently completed a master’s degree in computer and information technology at Penn’s School of Engineering and Applied Sciences.
Rob Sutton is the retired founder of IMA Consulting, a national healthcare consulting firm. Rob has over 25 years of management consulting experience in the healthcare provider industry. His background in healthcare includes revenue cycle management, operational turnarounds, and supply chain. Since leaving IMA Consulting in 2010, Rob has helped numerous small businesses in the Philadelphia area with strategy, back-office optimization, and/or financial management.
Rob has a bachelor’s degree from University of Delaware and a Masters in Business Administration from West Chester University. He currently resides in Chadds Ford, PA.
David Twersky is a business executive with more than thirty years of pharmaceutical, life-science and venture capital experience.
David was founder and CEO of Dixon-Shane Drug Company, a Philadelphia-based wholesale distributor, private-label manufacturer and packager of branded and generic pharmaceuticals, servicing public health clinics, hospitals, retail pharmacies, physicians, and managed-care organizations. The company’s 3000-sku product line included a trademarked house brand ("Dixon's") consisting of over 150 generic prescription drugs, over-the-counter medications and vitamin supplements. By 2002, Dixon-Shane's success as a vertically integrated pharma operation gave the company a national presence, at which time David negotiated the sale of the company.
While leading Dixon-Shane, David co-founded and was the first President of the Premier Distributor Group, a dynamic group purchasing organization (GPO) of independent pharmaceutical wholesalers located throughout the United States.
Prior to entering the business world, David, who holds graduate degrees in Clinical Psychology and Clinical Social Work, was a practicing family therapist and a college-level Social Sciences instructor. David's background in these fields has played a significant role in shaping his approach to business relationships and management.
David currently serves as Chairman of the Mid-Atlantic Angel Group Fund and previously was President of Robin Hood Ventures, a Philadelphia angel investor group. As an advisor to innovative early-stage companies, he provides business mentoring and strategic consulting, and participates as a judge and guest speaker at entrepreneurial program events. David has served on many advisory and governing boards including Carecam Innovations (mHealth), Molecular Detection (diagnostics), Afaxys Pharma (pharma), Take Care Health Systems (healthcare), Mid-Atlantic Angel Funds I and II (venture capital), Robin Hood Ventures (venture capital), Ben Franklin Technology Partners (venture capital), Planned Parenthood (healthcare), Synova Healthcare (diagnostics), Ethidium Health Systems (healthcare IT) and Montgomery County Community College (education).
Randall has spent nearly 20 years working in the financial services industry from Wall Street to Main Street. Randall (Randy) is the President of Warren Financial and the Chief Investment Officer. He is responsible for the investment strategies employed, overseeing all trading, and running the firms day-to-day operations. Randy joined Warren Financial in 2000 with the goal of helping the firm to grow from the base originally built by Bill Warren as founder (est. 1968). At WFS, Randy focuses on providing professional, diligent, consistent management and advice for individuals, small/medium sized businesses, foundations, trusts, and executives. WFS is a boutique asset management firm handling all types of accounts as well as setting up corporate 401k programs. WFS also created and operates two hedge funds where WFS is the advisor and trader for the funds. Randy has his MBA in Finance and is a Certified Senior Advisor, as well as a representative for WFS, a Registered Investment Advisor. In 2005, Randall joined the Peacemakers and provides free financial counseling to those in financial need. His first book entitled Christ Like Generosity, was published in 2008 and focuses on Christian Philanthropy. The second edition of the book will be titled Kingdom Builder and will be released in 2010. Prior to WFS, Randy spent nine years working with FNX as Chief Technology Officer responsible for creating sophisticated trading and portfolio modeling tools which today handle, $billions of dollars of transactions daily. These products were installed at numerous major international trading banks including Bank of America, Citigroup, Credit Suisse, UBS, Deutsche Bank, Nat West, Barclays, Merrill Lynch, Sumitomo Bank, Australia New Zealand Bank, etc.
currently serves as President of an international trade and development company.
He has spent the last 10 years focused on the international sourcing and distribution of hardware
and industrial component parts. Steven’s responsibilities include
developing supply chain management
programs, working closely with manufacturing companies, as well as overseeing sales throughout various industries
in North America. Steven earned a J.D.
from Emory University School of Law in 2003. He graduated in 2000 from The George
Washington University with a degree in Business Administration. He
in Center City, Philadelphia with his wife and two children.