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Time:

5:30PM-7:30PM

Location:

Cooley LLP – 10265 Science Center Dr, San Diego, CA 92121

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 Clients, Friends, and Thought Partners,

Three firms. Three powerhouse networks. One extraordinary evening.

–

As summer winds down, we’re hosting a thoughtfully curated gathering that brings together the collective brilliance of finance, law, and advisory. This invitation-only experience is designed to spark meaningful conversations and lasting connections among leaders, innovators, and trusted peers from our respective ecosystems.

–

Expect refined wine, elevated bites, and the kind of relaxed ambiance where genuine relationships flourish—no presentations, just presence.

 We can’t wait to share this memorable close to the season with you.

Kindly respond by 12:00 PM on August 20th to help us craft the best experience possible. Space is limited and RSVPs will be honored in order received.

📧 Questions?

Contact: Natalia Abramova – NAbramova@cabrilloadvisors.com 📞 858.429.8123

🚘 Rideshare encouraged—safety first, always.

Hosted by:

Wade Hansen (Cabrillo Advisors)

Steve Przesmicki (Cooley)

Bo Monaco (BDO)

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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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          Managing 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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          Senior Director

          Miles Gilmour

          Miles Gilmour

          Miles Gilmour is a Senior Director at Cabrillo Advisors.
          Miles has more than 13 years of experience providing valuation and transaction advisory services to both public and private companies on matters ranging from financial reporting, corporate tax planning, gift and estate tax, mergers and acquisitions, portfolio valuation, employee stock ownership plans and fairness opinions. Over the past decade, Miles has focused primarily on serving clients in the energy, technology and industrials sectors.
          Prior to joining Cabrillo Advisors, Miles was a Senior Director in Ernst & Young’s-Parthenon practice in Houston. Earlier in his career, he also worked at Deloitte and a boutique Texas-based valuation and litigation services firm.
          Miles earned his Master in Professional Accounting and Bachelor of Arts from The University of Texas at Austin. He holds both the Accredited in Business Valuation (ABV) credential from the American Institute of Certified Public Accountants and the Accredited Senior Appraiser (ASA) designation from the American Society of Appraisers.

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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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          Director

          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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          Director

          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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          Manager

          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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          Senior Director

          Gregory Urbanchuk

          Gregory Urbanchuk

          Gregory J. Urbanchuk is a Principal in Forensics, Litigation, Valuation, and Intellectual Property Services. He has over twenty years of experience providing forensic, dispute, valuation, and intellectual property consulting services in the United States, the United Kingdom, and Europe. Previously, Greg worked for boutique, regional, and national consulting firms, including Deloitte LLP in London.

          Greg serves as an expert witness in complex commercial litigation in the areas of intellectual property, commercial damages, and valuation. He has evaluated damages and testified in cases claiming patent, trademark, and copyright infringement, the misappropriation of trade secrets, and breach of contract. Greg has significant experience analyzing damages using lost profits, reasonable royalty, and disgorgement theories of recovery. He has also testified on the value of intellectual property and businesses in shareholder, acquisition, and bankruptcy disputes. He has qualified and testified as an expert witness in federal and state courts in the United States.

          Outside of litigation, Greg values public and privately held businesses and intellectual property in connection with mergers and acquisitions, financial reporting, taxation, and estate planning. He has significant expertise in the valuation of intellectual property, including patents, trademarks, copyrights, trade secrets, brands, license agreements, software, and customer and vendor relationships, among others. Mr. Urbanchuk has provided valuation services in numerous industries such as life sciences, healthcare, technology, consumer, manufacturing, and financial services.

          His writing has appeared in numerous publications such as the Oxford Journal of Intellectual Property Law and Practice, les Nouvelles, the International Company and Commercial Law Review, the Computer & Internet Lawyer, and Intellectual Property Litigation, among others.

          Greg has a Master of Science by Research with Distinction in International Business from the University of London, where he authored a dissertation on patent enforcement rules and economic damage remedies. He has a Post Graduate Certificate in Economics from the University of London, and a Bachelor of Science in Accounting from Saint Joseph’s University. Greg holds the Certified Valuation Analyst designation awarded by the National Association of Certified Valuators and Analysts and is a Dispute Resolution Arbitrator with FINRA – the Financial Industry Regulatory Authority.

          Greg sits on the Board of Directors of the Demining Research Community, which is a non-profit organization that researches and develops innovative uses of remote sensing and machine learning to improve the efficiency and safety of landmine and unexploded ordinance detection.

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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.