Marc Sharpe Email & Phone Number

United States

The Family Office Association (“TFOA”) is a peer network of single family offices founded in 2007. Members of the group are not actively marketing products or services to other members. The group is for education, networking, pooling diligence, selective co-investment, and a resource for family offices from around the world to share ideas, deal flow and best practice. What distinguishes TFOA is that we're a true peer network of single family offices without a business plan or commercial incentive. We adhere to a strict code of conduct around privacy and confidentiality and no contact information or email lists will ever be shared. More information is available at www.tfoa.info

Dallas, Tx, Us

Satori Capital is a multi-strategy investment firm founded upon the principles of conscious capitalism, a business approach that emphasizes extraordinary long-term outcomes for all stakeholders. Satori’s private equity business partners with leadership teams of U.S. based private companies with $5M+ of EBITDA that operate with a long-term perspective and create value for all stakeholders. We typically deploy $25M+ equity checks in majority or minority positions. Our evergreen vehicle enables us to invest for the long-term, as a dependable source of patient capital. Satori's alternatives platform, Satori Alpha, invests in special situations, hedge funds, private debt, and real assets. Our Alpha team creates and manages customized portfolios of alternative assets designed to meet the unique objectives of our qualified private investors. More information is available at www.satoricapital.com

IVY EB-5 connects qualified foreign-born investors with high quality job-creating projects that satisfy all of the requirements of the EB-5 Visa Program. Our success comes from working with experienced development partners, using rigorous standards to select projects, and investing in safe and dependable markets. We’ve spent many years working with high net worth investors from all over the world to help them safely secure permanent residency in the U.S.A through this tried and trusted government program. IVY EB-5’s primary client base covers Europe, Africa, Latin America, India and the Middle East. As a firm founded by first-generation U.S. immigrants, we understand the challenges and opportunities of starting a new life in the United States.

Investment Management firm allocating to alternative asset strategies for ultra-high net worth families.1. Sourced, negotiated and closed $65m joint venture with Halcyon Asset Management, $11bn hedge fund, creating proprietary private equity vehicle for illiquid liquidations & litigation finance.2. Managed all aspects of the team and operations for investing in private equity vehicles, including calls, distributions, corporate actions, cash management, monitoring and reporting. 3. Closed $55m in new assets under management from three new registered investment advisor and sixty one new ultra-high net worth client relationships.4. Led portfolio construction and implementation of $50m private equity fund-of-funds, comprising a world class line-up of managers including Encap, Paulson, Orbimed, Wilbur Ross, Drug Royalty, Capital Royalty, and Palladium.5. Sourced, designed and invested in unique $10m Silicon Valley access fund with exposure to Sequoia, Andreessen Horowitz, Benchmark, Khosla, Greylock, Accel, Matrix, and Kleiner Perkins.6. Built out the firm’s alternative investment infrastructure, including processes to manage deal flow, portfolio management, and all analysis, due diligence, and research activities.7. Network of 6,000 active contacts across multiple categories: 1,000 Private Equity, 400 Family Offices, 500 Energy Industry, 3,000 in Texas, 500 CEO’s, 600 Bankers, Attorneys & Accountants.

Private equity firm specializing in control investments in turnarounds, managing assets valued at $1bn across six investment vehicles.1. Negotiated and closed complex $50m financing transaction with two multilateral organizations, involving public issuance of debt instruments and waterfall carve outs for existing partners. 2. Interim CFO position with portfolio company. Built valuation models and designed business-wide reporting metrics for shareholders, management, and board of directors. Structured Special Purpose Vehicles (SPV’s) to build incremental business for the company with strategic partners. 3. Managed 5 member team and all back office operations for 6 funds across 40+ entities in 5 countries, including fund raising, investor relations, accounting, audit, legal, and LP reporting.

Independent multi-family office and advisory firm providing comprehensive financial management, customized reporting, and in-depth analytical support to an exclusive group of wealthy families.1. Managed 75 private partnerships investing in private equity, hedge funds, and real estate. Involved in all aspects of due diligence, deal analysis, transaction management, and oversight.2. Built dynamic models to track equity and fixed income portfolios and identify buy and sell candidates. Significantly outperformed annual benchmarks, with lower risk. Positive net return in 2008 (in down 35%+ market).3. Designed and built infrastructure to manage deal flow, portfolio and risk management, and all analysis and research activity.

New York, New York, Us

Private Wealth Management Group within the Investment Management Division. 1. Closed commitments from 5 new UHNW clients to the firm in first year of business.2. Built network of over 700 intermediaries, referral sources, and new prospects in Houston.3. Rotated through London, New York, and Hong Kong offices during Summer Associate Program in 1997. Worked on Swaps & Derivatives, Emerging Markets, U.S. Governments, FX Options, Asset Management, and Credit Arbitrage desks.

Round Rock, Texas, Us

Strategic Planning & New Business Development Group for Small & Medium Business and Consumer Division.1. Managed successful national roll-out of 25 Dell Direct Stores in malls, airports, & Sears stores and led a 20-person team with full P&L responsibility for Consumer Electronics Show.2. Set quarterly forecast for $1bn SMB Enterprise business. Drove Storage & Server Enterprise business to substantially exceed FY04 financial goals: Units 108%, Revenue 102%, Margin 106%.3. Increased margin contribution from Digital Entertainment products by more than 60%, from $2.30 to $4.70 per box, adding $6m in net profit through branding strategy and direct promotions. 4. Led case teams in developing Consumer Marketing Plan, Digital Entertainment Strategy, and Retail Nexus Strategy.

Incubator specializing in funding, building, strategy and sales support for technology-related businesses in Europe. 1. Recruited, managed and led eight person team with full P&L responsibility for $2m operational budget and $15m investment budget. Responsible for portfolio company strategy and development across industry verticals.2. Structured & negotiated seed investments in 4 companies with $1m average deal size. Received follow on funding with step up in valuations ranging from 15% to 50%.3. Non-Executive Board member of EXTU, AdvertExpress, & AdvertExpress Trustee Company.

Single Family Office specializing in alternative investments. Oversaw $2bn in hedge fund and private equity capital for family office clients worldwide. 1. Managed 30 private partnerships investing in direct private equity transactions, real estate, and venture capital fund vehicles. Closed $1m investments in Autobytel and Shoplink. Autobytel achieved +40% net IRR and subsequently listed on NASDAQ. 2. Allocated capital to 20 leading private equity funds, including Pequot Capital, Tudor Private Equity, Baker Capital, Redleaf Ventures, and Bowman Capital. Funds achieved average +20% net IRR.3. Published four articles & spoke at three Hedge Fund industry conferences.

Boutique investment bank providing strategic advice to corporations worldwide. The firm acted as advisor in over 500 M&A deals with an aggregate dollar volume exceeding half a trillion dollars.1. Structured and managed New Ukraine Partners, L.P. which invested in Ukrainian privatization deals and achieved +250% return in under 3 years (approx. 30% net IRR). 2. Structured first foreign private equity investment funds for Poland and Romania. Raised over $50m in capital contributions. Performed acquisition & divestiture analysis. 3. Conducted strategy review and developed business plan for Pepsi Romania in preparation for Budapest Exchange listing.

Mba, Business Administration

Adjunct Professor, Business Administration And Management, General

Adjunct Professo, Business Administration And Management, General

M.Phil, Management Studies

M.A., Management Science