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Date:

Wednesday, December 4th, 2024

Time:

5:00PM-7:00PM

Location:

  The Legendary Hardesty-Fowler Man Cave 711 West 17th Street, Unit D4 , Costa Mesa, CA 92627

Attire:

Classy casual

Guests:

Allowed, but alert us when you send your RSVP and let us know of their connection

 Due to the intimate nature of the space, attendance will be limited to around 40 guests, so please RSVP promptly here:

RSVP HERE

Dear Friends, Clients and Trusted Advisors,

 

We are delighted to invite you to our Holiday Uncork & Unwind event, co-hosted with Hardesty LLC in Orange County!

 

Wine connoisseurs Wade & Bill have crafted an unforgettable evening at the legendary Hardesty-Fowler Man Cave in Costa Mesa.
Beyond exceptional wines, our talented bartenders will dazzle you with a surprise ice show!

 

This intimate gathering brings together Orange County’s finest advisors, executives, entrepreneurs, and McKinsey alumni.
Amidst fine wines and delectable nibbles, you’ll have the perfect setting to reconnect with old friends and forge new connections.

 

Cheers, and we look forward to seeing you soon!

  Remember, it’s always safest to use a rideshare!

 

   Cheers, and we look forward to seeing you soon!

 

If you have any questions, please contact Natalia Abramova at NAbramova@cabrilloadvisors.com or 858.429.8123

 

Wade Hansen, Cabrillo Advisors, Inc.

Natalia Abramova, Cabrillo Advisors, Inc.

Bill Fowler, Hardesty LLC

 

Happy Holidays!

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Uncork & Unwind with Cabrillo Advisors - Join us for an Exclusive Wine Event!






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      Tuesday, 28 November 2023 4.30 pm - 5.30 pm est
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          Chairman & CEO

          Wade Hansen

          Wade Hansen
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          Wade is the Founder and Managing Director at Cabrillo Advisors and brings a great depth of experience and strategic perspective
          spanning more than 25 years in senior advisory, deal execution, business valuations and entrepreneurial roles for private and public
          companies, as well as for attorneys and high-net-worth individuals.

          During his time at Intrepid Investment Bankers, he was responsible for growing the firm’s origination and coverage activities in key
          sectors, including technology, healthcare and life sciences.

          Prior to founding Cabrillo Advisors, and its predecessor firm MHT Partners in
          Dallas, Texas, Wade was a founding principal at Dell Ventures in Austin, Texas, where he invested in high-tech (software,
          semiconductor) business services, and Internet based companies. Wade began his postgraduate career at McKinsey & Co, where he
          served high-tech and pharma companies on matters of M&A and post merger management. He started his career in Ernst and Young’s
          Audit Department, and is licensed CPA in the State of Texas.

          Wade has an MBA with distinction from Northwestern’s Kellogg Graduate School of Business and graduated from San Diego State
          University with a bachelor’s degree in Accounting summa cum laude. Wade holds FINRA Series 7, 24, 63, and 79 licenses.

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          President

          Dean Colvin

          Dean Colvin
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          Dean Colvin has over 25 years of valuation and transaction advisory service experience with both public and private companies, on
          matters relating to estate and gift tax, corporate tax planning, financial reporting, strategic planning, mergers and acquisitions, fairness
          opinions, restructuring, solvency opinions, portfolio valuation, employee stock ownership plans, and litigation Prior to joining Cabrillo Advisors, Mr. Colvin was a Senior Vice President at FMV Opinions, where he was a leader in the firm’s Southern
          California Valuation and Advisory Services practice. Prior to FMV Opinions, Mr. Colvin was a Vice President with Houlihan Lokey, where
          he managed valuation and transaction advisory assignments for a variety of purposes. Mr. Colvin began his career as a Manager in the
          Corporate Finance and Transaction Advisory Services groups of Ernst & Young and Deloitte

          Mr. Colvin earned his Bachelor’s Degree in Business Administration at the University of Southern California and an MBA at the
          University of Southern California’s Marshall School of Business. He is registered with FINRA as a General Securities Representative
          (Series 7, 63 and 79).

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          Senior Director

          Gordon Lin

          Gordon Lin
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          Gordon Lin is a Senior Director in Cabrillo Advisors.

          Gordon specializes in valuation and advisory services, including estate and gift tax, corporate tax
          planning, financial reporting, strategic planning, fairness opinions, portfolio valuation, employee stock options and ownership plans.

          Gordon has business valuation experience in a number of industries including banking, real estate, insurance, energy, utilities, manufacturing,
          technology, media and entertainment, aerospace, and professional services. Gordon Lin has provided valuations of companies across all stages of
          development, and of various types of securities, including common and preferred equity, debt and convertible instruments, restricted securities,
          stock options, warrants, and other derivative instruments, as well as a variety of structured interests within private equity, hedge fund, and venture
          capital firms         Prior to joining Cabrillo Advisors, Gordon spent four years at FMV Opinions, where he worked on valuation and transaction advisory assignments
          relating to litigation support, corporate planning, estate planning, purchase price allocation, financial reporting, restructuring, solvency and fairness
          opinions, and mergers and acquisitions Gordon received his Master of Business Administration degree from the USC Marshall School of Business, where he concentrated in financial
          analysis and valuation. Gordon received his undergraduate degree in international studies from University of California, Irvine. He is a FINRA Series
          79 and 63 Registered Securities Representative. Gordon Lin is an Accredited Member (AM) of the American Society of Appraisers (ASA).

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          Senior Director

          Carey Delia

          Carey Delia
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          Carey Delia has over 20 years of valuation and transaction advisory experience, with both public and private companies, on matters relating to fairness and solvency opinions, tax and financial reporting, portfolio valuations, mergers and acquisitions, strategic planning, financial modeling, and private security placement.  Prior to joining Cabrillo Advisors, Ms. Delia was a Senior Manager at PricewaterhouseCoopers, where she managed the execution of valuation engagements across a variety of industries for transaction, financial reporting and tax purposes. These engagements included purchase price allocations, tax reorganizations, impairment tests, transaction modeling, and portfolio evaluations. Prior to PricewaterhouseCoopers, Ms. Delia was a Vice President at Houlihan Lokey, where she managed, executed, and coordinated all aspects of a wide variety of mergers and acquisitions and private security placement engagements.Ms. Delia earned a Bachelor’s of Science Degree in Business Administration, cum laude, from the University of Vermont and an MBA in Finance from the University of Virginia’s Darden Graduate School of Business. Ms. Delia also serves on the Board of Directors for the Rumson Education Foundation, which is dedicated to enhancing the educational experience of students in the Rumson public school system.

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          Chief Revenue Officer

          Gadiel Morantes

          Gadiel Morantes
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          Gadiel Morantes is an accomplished executive who has spent his career building long term relationships with key partners in the venture capital, private equity, and privately held business ecosystems throughout the U.S. He has developed a reputation for adding value to both clients and partners to assist them in achieving their business goals. Gadiel has also successfully built sales teams that have consistently exceeded revenue targets while ensuring exceptional quality and execution for clients.

          In his role as President & Chief Revenue Officer of Early Growth (acquired by Escalon Services), Gadiel built the sales team that expanded the organization into key markets throughout the U.S. while achieving consistent revenue growth every year. Previously, Gadiel led Bay Area business development for Square 1 Bank, Moss Adams LLP (formerly Mohler, Nixon, & Williams) and Bowne. In his roles as a VP of Venture Banking and as a business development executive, Gadiel identified new sales opportunities, developed pursuit strategies, increased new business generation, established sales and marketing strategies, and increased overall sales performance within these organizations.

          Gadiel earned his BA in Psychology from San Jose State University. He is an active member of YPO Pac West Chapter (Young Presidents’ Organization) and is an advisor and mentor to a number of early stage accelerators. Gadiel sits on the advisory boards for companies helping them achieve growth and increased revenue.

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          Manager

          Jonathan Schlesinger

          Jonathan Schlesinger
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          Jonathan Schlesinger has experience in a wide range of valuation and transaction advisory services to both public and private companies. He has valuation and transaction advisory experience related to a number of industries, including IT security, digital media and advertising, original equipment manufacturing, biotechnology, e-commerce, and telecommunications. Jonathan has provided valuation related support to his clients on topics such as equity compensation, gift & estate tax, purchase price allocation and goodwill impairment.

          Prior to joining Cabrillo Advisors, Jonathan worked as an analyst with the Light Group where he provided financial planning and analysis related support. Jonathan also worked with Union Bank’s Capital Markets group, supporting their structured financial product division. He is a United States Marine Corps Veteran and earned his Bachelor of Science degree in Business Administration from the University of Southern California’s Marshall School of Business.

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          Manager

          Han Le

          Han Le
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          Han Le is a Manager at Cabrillo Advisors. Han has valuation experience in a number of industries including technology, pharmaceutical, automobile, energy, manufacturing, energy, utilities, media and entertainment, and professional services.

          Han has 7 years of valuation and transaction advisory service experience with both public and private companies, while working on solvency and fairness opinions, and valuations for a variety of purposes including but not limited to financing reporting, ESOP, estate and gift tax planning, stock option plans. Mr. Le earned a bachelor’s degree in Economics at University of California, San Diego.

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          Managing Director

          Duyen (Julia) Nguyen

          Duyen (Julia) Nguyen
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          Duyen (Julia) Nguyen is the President of Cabrillo Compliance at Cabrillo Advisors, serving clients in Accounting services, Grant Management, Compliance Consulting and Single Audits Practice​ (OMB Circular A-133). Julia has more than 14 years of extensive knowledge of higher education, sponsored research, non-profit budgeting, financial analysis, reporting, bench-marking, cash management and accounting.

          Prior to joining Cabrillo Advisors, Julia led a team at UCSD managing sponsored research financial services, grant management, compliance advisory, single audits and agency audits for the University of California, San Diego and the University of California, Office of The President. She also worked in Assurance Services at PwC San Diego office performing audits in various industries including A-133 audits for Higher Education and Sponsored Research.

          Julia graduated from San Diego State University with a Bachelor in Accounting and an MBA in Finance. She is a CPA and a member of both the American Institute of Certified Public Accountants and the California Society of CPAs.

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          Manager

          Thomas Qian

          Thomas Qian
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          Thomas Qian is a Manager at Cabrillo Compliance, serving clients in Accounting Services, Grant Management, Compliance Consulting. Thomas brings over a decade of expertise working in the areas of not‐for‐profits and higher education, with a specialty in budgeting, financial analysis, reporting, grants management, cash management and technical accounting.

          Thomas began his career in public accounting at Raffa PC (now Marcum) in Washington, DC, serving dozens of businesses and organizations with managed accounting services and the financial systems implementation. He subsequently assumed leadership roles at two non‐profit organizations before moving to San Diego in 2017.

          Prior to joining Cabrillo Advisors, Thomas steered the cash management and banking team at the University of California, San Diego. His experience also encompasses financial management of federal, state, and private grants/contracts, mass data migration/reconciliation projects, drafting technical accounting memos, and performing PCI risk and compliance assessments.

          Thomas graduated from American University in Washington, DC with a bachelor’s degree in international relations and a master’s degree in accounting. He holds an active CPA license in DC.

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          Consultant

          Celeste Asbury

          Celeste Asbury
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          Celeste Asbury has an extensive background in corporate accounting, audit readiness and
          support, technical accounting research/white paper preparation and financial reporting.  In
          addition, Celeste spent ten years in public accounting and has vast experience in the area of
          stock based compensation.
          Celeste began her career in the audit practice at PwC in San Diego where she worked on clients
          such as Qualcomm, The Copley Press (Union Tribune) and Agouron Pharmaceuticals. She has
          held a variety of roles at Resources Global Professionals, Slacker Inc, and Vantage Point
          Advisors before landing at Ingenu as its Corporate Controller. Most recently, Celeste has
          worked in an advisory capacity working with companies to implement new technical accounting
          pronouncements, providing general technical accounting support, assisting with ASC 718
          calculations and related system implementations and providing fractional Controller/CFO level
          services.
          Ms. Asbury earned her Bachelor’s Degree in Business Administration at San Diego State
          University. She is a CPA in the State of California (inactive) and Arizona (active).

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          Senior Associate

          Austin Gaddie

          Austin Gaddie
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          Austin Gaddie has experience in a wide range of valuation and transaction advisory services. He has
          served both public and private companies in a number of industries, including but not limited to
          technology, pharmaceuticals, energy, manufacturing and professional services. Austin has provided
          valuation and transaction advisory services to support his clients on mergers and acquisitions, equity
          compensation, gift and estate tax planning, strategic alternatives, portfolio valuation, purchase price
          allocations and goodwill impairment.
          Prior to joining Cabrillo Advisors, Austin worked as an analyst with Chartwell Financial Advisory where
          he provided valuation and transaction advisory services primarily to employee stock ownership plan
          trustees. Austin earned his Bachelor of Science degree in Business Administration from the University
          of Southern California’s Marshall School of Business, as a Trustee Scholar with Honors.

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          FMZ ventures / Managing Partner

          Michael Zeisser

          title

          Former Chairman, U.S. Investments for Alibaba Group.

          Michael Zeisser is the Managing Partner of FMZ Ventures, a growth equity investment fund specializing in experience economy companies and consumer marketplaces. Until April 2018, he was Chairman, U.S. Investments for Alibaba Group and led Alibaba’s strategic investments outside of Asia. Mr. Zeisser joined Alibaba in 2013 prior to its historic IPO and was Alibaba’s most senior executive in the Americas. Before Alibaba Group, Mr. Zeisser spent almost a decade working at Liberty Media Corporation, where he led investments in digital media, online gaming, and commerce. Prior to joining Liberty Media in 2003, he was a partner at McKinsey & Company in New York.

          Mr. Zeisser has considerable governance experience. He currently serves on the boards of Global Technology Acquisition Corp. I and several privately held companies, and has previously served on the boards of Trip Advisor, IAC, TIME Inc., Shutterfly, and XO Group. Mr. Zeisser graduated from the University of Strasbourg, France and the J.L.Kellogg Graduate School of Management at Northwestern University.