Marcia Nelson
Managing Director, ShareNett; and Co-Founder, Triple C Advisory
Marcia is a Managing Director at ShareNett, a members-only global network of professional investors collaborating on curated, quality investment opportunities. Marcia has spent a large portion of her career working in and for family offices and private dealmakers. She was previously at Alberleen Family Office Solutions, an independent investment advisory firm backed by family offices, and she formerly worked for an ultra-high-net-worth philanthropic family as well as a sports and entertainment family. Over the last 20 years, she has developed a strong network of private families, institutional investors, and advisers who are increasingly seeking access to quality direct deal flow from trusted, experienced partners.
Triple C Advisory is a business life cycle consulting firm Marcia co-founded. Working off three pillars – Customer Acquisition, Consulting and Capital – the firm works with early stage companies as an advisor and board member to prepare them to receive institutional-grade investments.
Marcia serves on the boards of several industry-related organizations, including: as President of ACG-NY (Association for Corporate Growth), which focuses on driving middle-market investments; as a board member of VentureCapitall.Org, a non-profit early-stage start up accelerator; and with the investment committee for University Impact, a donor-advised fund. She is also an advisor to a Utah-based Single Family Office.
Marcia was named one of the 2020 Most Influential Women in Mid-Market M&A by Mergers & Acquisitions magazine, was listed as one the 2018 Who’s Who In Impact Investing by the Denver Business Journal and was honored with the 2017 ACG-NY Women of Leadership Award.
She received her BA from Southern Utah State College and her MBA from the Gabelli School at Fordham University. Marcia holds Series 7 and 63 licenses.
Clifford H. Friedman
Chairman and CEO, ShareNett; Founder and Chief Investment Officer, Cold Spring Ventures (SFO)
Clifford H. Friedman has filled roles ranging from Chairman, CEO, Founder, Board Member, Lead Investor, in addition to serving in various senior executive operational roles. Demonstrated history of just under 40 years of private equity, venture capital, investment management, financial, and various senior operational roles with a focus on Media, Communications, Technology and FinTech. Served on over 30 private and public corporate Boards, raised capital and, supported strategic negotiations in a variety of countries globally ranging from United States, UK, Italy, Spain, Japan, Sweden, Germany, France, Brazil, Mexico and 7 GCC (Gulf Cooperation Counsel) countries. Skilled in value creation through a systematic process of working with management teams, board members, customers, creating and negotiating strategic partnerships globally to drive revenue and profitability that positions companies for successful liquidity events for all stakeholders.
Friedman is the Chairman and CEO of ShareNett, a fully regulated private/closed global co-investment platform, providing 360 degree solutions for family offices, that brings highly curated investment opportunities across multiple assets classes, geographies and industries. hareNett was created by a family office, for family offices and owned by family offices.
Prior to ShareNett, Mr. Friedman was a Managing Director and Member of the Management Committee of Raptor Group Holdings. Raptor Group Holdings is a private investment company backed by the Family Office of Jim Pallotta. Jim, former Vice Chairman of Tudor Investments, is a world class and, highly successful professional investor for over 30 years.
Mr. Friedman was Managing Director and Founding Partner, responsible for Partnership investment activities at Highbridge Principle Strategies, Constellation Growth Capital. Mr. Friedman has served as a director, chairman of, and/or advisor to the following companies: Hibernia Networks, Widevine Technology, Savvis Communications, Net Insight AB, College Sports Television (CSTV), TVONE, Capital IQ, Active Health Management, The Street.com, Network 24, Origin Digital, Vivid Logic, TV Azteca (Mexico’s second largest broadcast network), Netscape and InterTrust. He also supported Highbridge Principal Strategies media based investments which includes; Digital Cinema Implementation Partners (DCIP).
Mr. Friedman served as a Senior Vice President of Universal Studios where he was responsible for the creation and development of the Studio’s New Media Group. Mr. Friedman’s responsibilities at Universal Studios included working with all of Universal’s divisions to develop, execute and create investments, acquisitions, strategic alliances, multimedia applications, international expansion and other new business opportunities.
Mr. Friedman served as Vice President--Strategic Development at NBC, where his responsibilities involved leveraging existing franchises to create new business opportunities. While at NBC, he helped to form the joint venture between NBC and Microsoft (MSNBC) and formulated NBC’s Latin American strategy.
Mr. Friedman was a Senior Managing Director in the Media and Technology Group at Bear Stearns. During this period he was ranked an “All American Analyst” by the Institutional Investor Magazine poll of Wall Street institutional clients. While at Bear Stearns, he published “New Age Media--The Merging of Media, Communications, Computing and Consumer Electronics” in 1993 and a follow-on publication, “New Age Media II,” in 1994. During this period, Mr. Friedman also led Bear Stearns’ efforts to raise $225M to launch the New Age Media Fund, Inc. and helped advise several major media and technology companies.
Concurrent with his time spent at Bear Stearns in the early 1990’s, Mr. Friedman launched a self-funded, private venture capital and consulting company in 1992 called Cold Spring Ventures. Investments included early stage, seed investments in Netscape Communications, InterTrust Technologies, Scoop, FFE Intellectual Property-AS Roma, Volta Industries, PingThings, DriveWealth, Revolt TV and Media, Verance, Potamus, Phase, ShareNett Holdings, Liquid Markets Group, Templum, Fusion Telecom.
Mr. Friedman was a Senior Securities Analyst in the High Technology Group at Cyrus J. Lawrence Inc. From 1981 - 1985 he was a Senior Engineer at Hazeltine Corporation’s Wheeler Research Laboratory where he was involved in the analysis, design, and fabrication and testing of advanced communications systems, designed simulation software and developed new business areas.
Mr. Friedman earned a Bachelor of Science in Electrical Engineering and Computer Science from NYU Tandon School of Engineering (Polytechnic University), a Masters of Science in Electrophysics from NYU Tandon School of Engineering (Polytechnic University) and a Masters of Business Administration in Finance and Investments from Adelphi University. He has been awarded two patents in the field of communications and has been published in various international technical and financial journals. He is also a co-inventor of a patent pending: Systems and Methods for trading, clearing, and settling securities transactions using blockchain technology. Additionally, he also taught several Undergraduate and Graduate Engineering classes as an Adjunct Professor at SUNY Stony Brook.
Mr. Friedman is a Director/Member of the International Academy of Television Arts & Sciences. Board of Trustees-North Shore Long Island Jewish Health System (He is on Board of Trustee’s for Huntington Hospital, chairman of the Private Equity sub-committee and member of the Investment Committee on the Northwell Health System (formerly North Shore/LIJ). He is also the recipient of the 2002 Ellis Island Medal of Honor, and holds a Series 7, Series 63, and Series 82 set of securities licenses with Morningside Securities LLC (a subsidiary of ShareNett Holdings, LLC)
Katherine Hill Ritchie
Director and Board Member, Nottingham Spirk Family Office, and Founder, Private Capital Investments
Mrs. Hill Ritchie has worked for seven single-family offices and also as an advisor through her firm, Private Capital Investments. Her current role is Director and Board Member for Nottingham Spirk Family Office, and her past roles include: Simon Group Holdings, Eden Capital, PEX Global and she was a Senior Analyst and Investment Committee Member for the Saad family office’s $3.5 billion investment portfolio. She was a Director for Wedge Alternatives, and also Hedgefund.net. She is an Angel Investor and Advisor to start-ups and is on the investment committee for University Impact, a social impact VC fund.
Katherine received her MBA from Fordham University and her BS in Psychology from University of Maryland. Her Board member activities include: Chair of the ACG New York Family Office Committee, Board Member of ACG NY, and Family Office Advisory Board of TriState Capital. Her past philanthropic volunteer activities include: Global Co-Chair of The Guild, the Philanthropy and Education Committees of 100 Women in Finance, Fordham MBA Overseers Board, All Special Kids, Lighthouse Organization and Cancer101.
Mark Kendell
Serial Entrepreneur and Private Investor, and Founder, Kendell & Associates
Mark is a purpose-driven serial entrepreneur and runs his family office focusing on direct investments and what he calls “true impact” opportunities. Very early in his career, he founded Kendell & Associates, a venture banking firm, specializing in the creation, financing, and operation of a broad spectrum of companies, innovations and investment opportunities. Since that time, he has provided leadership as an entrepreneur and investor in building new innovative companies and technologies.
His ventures have covered a wide range, from one of the original national chains of quick lubrication stores, SuperLube (later became Jiffy Lube); a Utah-based pharmaceutical company, Royal Pharmaceutical Company, (technology ultimately acquired by GSK – becoming the product Abreva); an innovative research engine company, Intelisys / iArchives, (acquired by Ancestry.com); Great Western Aviation, one of the inter-mountain area’s leading general aviation FBO / charter companies (acquired by a Pvt. Equity Group); an innovative medical device company (acquired by G.E. Medical), to an industrial waste water cleaning technology.
His incubator continues to develop other ideas from a very powerful AI engine for data analytics, cyber security and other educational applications. Currently his focus is expanding a media / entertainment company Celeris Media, LLC which are creating fresh new “principle and family-friendly based content” for motion pictures, television, book publishing, events and video games. He is also developing BuildStar Technologies, a construction management platform, and Previdence Corp., a SAMD (software as a medical device) company in the mental health industry.
As a result of his entrepreneurial ventures, he was awarded number 15 in the ACE (Venture Magazine) annual "Top 100 Young Entrepreneurs in the USA." He was also awarded the State of Utah’s “Pioneer of Progress” by the Governor of Utah, for Science and Technology.
Mr. Kendell attended Weber State University in Business Administration, (Lacks one class to “officially graduate”). He is a frequent lecturer and participant in family office conferences and symposia on subjects ranging from impact investing, entrepreneurial development, technology development, direct investing, and related topics in the United States, Europe, China, Africa and Mexico.
He and his wife have five children and 8.7 grandchildren and live in Huntsville Utah. They enjoy skiing, hiking, water skiing and ranching. He loves aerobatic flying and studying ecclesiastical history. He loves serving on the Board of groups that make a measurable social impact like, The Stan Lee Foundation (literacy), and A Child’s Hope Foundation (building orphanages).
Andrew Trister, MD, PhD
Deputy Director, Digital Health Innovation, Bill & Melinda Gates Foundation
Andrew Trister leads digital health innovation at Bill & Melinda Gates Foundation. His team’s focus is to leverage integrated mobile technology and data systems to aid in the appropriate use and process of performing diagnostics as well as to enable high quality healthcare and wellness solutions in resource limited settings. The team leverages advanced technologies and data science built around mobile devices as an interface to advance the goals of the foundation through internal and external partnerships.
Andrew is a physician scientist passionate about leveraging technology to improve health care for all. He believes the combination of multiscale digital data from patients can impact our understanding, prevention and treatment of disease. He joined the foundation from Apple, where he led clinical research and machine learning efforts in health special projects. Prior to Apple, he was the senior physician at Sage Bionetworks, where he focused on incentives for researchers and participants to collaborate on large datasets and translating those findings to clinical settings.
Andrew completed residency in radiation oncology at the University of Washington, earned an MD, PhD in bioengineering, MSE and BSE in computer science, and a BA in biological basis of behavior all from the University of Pennsylvania.