Robert Boulware Email & Phone Number

Dallas, Tx, Us

Santa Barbara, California, United States

Teaching an overview on how VC/PE firms operate. Topics include: Firm structure, Managing a fund, Life Cycle, Raising a fund, Sourcing deals, Evaluting investments, Negotiating a term sheet, Adding value to a company. From the perspective of an investor.

Los Angeles Metropolitan Area

Panelist in the “Business Creation Program” where entrepreneurs build companies while in graduate school

Charlotte, North Carolina Area

Brighthouse financial with $140B Aum across 75 different funds. The sub advised mutual fund complex has a full range of investment options.

Palo Alto, California

Private shares fund is a closed end interval fund specializing in pre-IPO equities. This $1 B fund is the only 40 Act fund exclusively focused on late stage venture-backed companies.

Dallas, Texas

Vertical Capital is a closed end fund specializing in whole mortgage loans. $130M AUM.

GAINSCO, INC. is a property and casualty insurance holding company. Specialized in non-standard personal automobile market, specializing in minimum limits personal auto insurance.

Dallas/Fort Worth Area

A venture capital fund focused on fin tech opportunities. This early stage investor identifies technology solutions for traditional financial services companies . Providing strategic capital and advice to founders and their companies to start, grow or monetize.

Pilgrim provides capital through debt or equity to financial service firms to facilitate growth.

This mutual fund complex with a full range of investment options achieved top ten in national distribution. The distibutor created the closed end business for the global enterprise and was recognized with numerous awards as top in its industry during this period

A wholly owned subsidiary of ING Group. This $100B AUM mutual fund company servicing 30,000financial professionals and 1.5M shareholders offered a full complement of products including equity fixed income and multi asset class.Directed the distribution of retail mutual funds for affiliated and external institutions as well as individualinvestors. ING Funds provided investment solutions with an emphasis on equities, fixed income and multi asset strategies. AUM in excess of $100 billion.Highlights include:Numerous awards• Best of Class External Wholesalers• Best of Class Inside Sales Desk• Top Ten Distributor Net Sales• ING Funds Rated Best Mutual Fund Company• Ad Q Award for Outstanding Advertising• Acquired 4 Merged Mutual Fund Companies• Created the Closed End Fund Business for ING