Fiona Ma

Treasurer | State of California

California's 34th State Treasurer. She was elected on November 6, 2018 with more votes (7,825,587) than any other candidate for treasurer in the state's history. She is the first woman of color and the first woman Certified Public Accountant (CPA) elected in the position. California is the world's fifth largest economy and Treasurer Ma is the state's primary banker.

Jim Freedman

Chairman | Intrepid Investment Bankers

Jim Freedman is a founding partner and chairman of Intrepid Investment Bankers, a specialty investment bank that provides M&A, capital raising, and strategic advisory services to middle-market companies across various industry sectors. He has more than 35 years of investment banking and corporate finance experience and is an expert on the financial aspects of corporate strategy.

Mark Williams

Chief Revenue Officer, Americas | Datasite

Mark Williams is Chief Revenue Officer, Americas at Datasite, a position he has held since 2015. In his role, Mark is responsible for setting and executing the sales strategy across the region, including leading over 130 sales representatives and sales leaders across the United States, Canada, and Latin America. Prior to joining Datasite, Market held several sales leadership roles in a variety of SaaS companies. Most recently, he served as Chief Revenue Officer at SmartFocus, a cloud-based digital marketing platform provider. 

MODERATOR
Andrew Horowitz, CEPA 

Senior Vice President, Private Wealth Advisor | Rockefeller Capital Management

Andrew Horowitz leads the Horowitz Group at Rockefeller Capital Management. Andy began his career at 13 cleaning boat bottoms and by his early 20’s it was built into a national marine accessory MFG Co. That spirit led to the launch of The Estate Management Group which was sold in 2011. Andy then spent several years working at Morgan Stanley & Merrill Lynch until 2020, when he transitioned his practice to Rockefeller Capital Management to better serve his clients’ sophisticated needs. Andy is an author of the book “The Next Step” and is a frequent lecturer at USC Marshall school.