Boardroom Media (CEO News)
At CEO (Boardroom Media) we track over 1,000,000 startups and over 5,000,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top California based CEO’ operating in the Insurance space. If you think a CEO’ is missing from this list, feel free to contact our editor on [email protected].
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Max Simkoff
Founder & CEO of Doma
Max started States Title in 2016 after personally experiencing the friction and labor caused by title insurance in the homebuying process. Since then he has worked to provide an innovative solution to homeowners, brokers, and mortgage bankers. Max is an entrepreneur with experience founding and operating technology companies. Prior to States Title, Max was Founder and CEO of Evolv, Inc., an enterprise predictive analytics software company, which he led through their acquisition by Cornerstone (NASDAQ: CSOD) in 2014 where he served for two years on the senior executive team post-acquisition as the Vice President of Strategic Initiatives.
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About Doma: Doma is an insurtech platform that uses machine intelligence to remove friction from residential real estate transactions.
Patrick Bet-David
Founder & CEO of PHP Agency
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About PHP Agency: PHP Agency is a national, financial services company that offers clients personally suitable life insurance and annuity products.
Assaf Wand
CEO & Co-Founder of Hippo Insurance
Assaf Wand is the CEO & Co-Founder at Hippo Insurance.
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About Hippo Insurance: Hippo Insurance is an InsurTech company that uses technology to help homeowners maintain their properties.
Joshua Motta
Co-Founder & CEO of Coalition
Joshua Motta is the CEO and co-founder of Coalition.
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About Coalition: Coalition operates as a cyber insurance and security company that helps businesses manage and mitigate cyber risks.
Daniel Demetri
Founder & CEO of Trellis Technologies
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About Trellis Technologies: P&C insurance data services
Kevin Taweel
Founder & CEO of Asurion
Since co-founding Asurion in 1994, the company has grown from 40 to 10,000 employees becoming the world’s largest provider of technology protection services, partnering with the world’s top companies and brands and serving over 200 million customers. Previously, Kevin was chairman and president of investment firm Mill River Corporation and worked in mergers and acquisitions for Salomon Brothers. Kevin and his Asurion cofounder received the Ernst & Young Entrepreneur of the Year Award in 2001. Kevin is a faculty member at the Stanford Graduate School of Business where he teaches entrepreneurship courses in the MBA program, from which he graduated in 1992. He is also a member of the school’s advisory council and has served on its management board. Kevin received a bachelor`s degree in mechanical engineering from McGill University. He serves on the board of directors for ResponseLink, a provider of medical alert systems and the board of trustees for the California Institute of Technology (Caltech).
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About Asurion, Stanford Graduate School of Business: Asurion helps people get the most out of their technology by providing expert help and product insurance and warranties.
Tony Detter
CEO of Asurion
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About Asurion: Asurion helps people get the most out of their technology by providing expert help and product insurance and warranties.
Justin Levine
CEO of Shepherd
CEO at Shepherd
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About Shepherd, TradeTapp: Shepherd is an Insurtech that offers tech-enabled insurance for commercial construction.
Dennis J. Gilmore
CEO of First American
Dennis J. Gilmore is chief executive officer of First American Financial Corporation and also serves as president of the company’s largest subsidiary, First American Title Insurance Company. Prior to the company’s spin-off from The First American Corporation, Gilmore served as chief operating officer for that company and was responsible for helping to establish the course of its operating and technology initiatives and managing its offshore operations. Following the announcement of First American’s planned spin-off in January of 2008, his duties shifted to focus on running the company’s Financial Services businesses, and he was named to his current position as chief executive officer of the resulting entity upon completion of the spin-off in June 2010. After beginning his career in the lending industry in 1985, Gilmore joined TRTS Data Services in 1988. First American acquired that company in 1991 and Gilmore was named vice president and area manager, and was then promoted to regional vice president two years later. In 1993, he moved to First American’s title division to pioneer the Lenders Advantage program, the company’s entry into centralized title and closing services. After his promotion to regional vice president and national director in 1996, Gilmore coordinated the expansion of the Lenders Advantage concept throughout the United States to create a uniform, nationwide title and escrow product. When First American and Experian joined forces in 1998, Gilmore became the first president of the resulting joint venture, First American Real Estate Solutions LLC. Gilmore, who holds a bachelor’s degree in business administration from San Diego State University and a master’s degree in business administration from Loyola Marymount University, currently serves on the advisory board of San Diego State University’s College of Business Administration. He also is a member of the Mortgage Bankers Association’s Residential Board of Governors, which is responsible for establishing legislative and regulatory policies and positions on single-family residential lending issues.
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About First American: First American provides financial services through its Title Insurance and Services segment and its Specialty Insurance segment.
John Fohr
CEO of TrustLayer
John Fohr is a Managing Director at Hawthorne Capital, focused on helping companies expand to emerging markets, including the Middle East, Asia, and Africa. John spent six years as a Senior Advisor to Lux Venture Capital Management, where he advised on international investment opportunities and technology deal flow. After working in the White House on the China Free Trade agreement, John drafted speeches and worked on economic policy for a number of U.S. presidential candidates. He has advised foreign governments on the security of their monetary supplies and has published on global petroleum security. John received his B.A. magna cum laude from Georgetown University, and his J.D. with Honors from University of Wisconsin. John also studied law in China while at the University of Beijing.
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About Hawthorne Capital, Sand Hill Angels, TrustLayer: TrustLayer is an insurtech company automating insurance verification with machine learning and AI.
Daniel Petkevich
CEO and Founder of Virgil Insurance
Daniel Petkevich is the CEO and Founder of Virgil Insurance.
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About Fair Square Medicare, Virgil Insurance: Virgil Insurance is an insurance firm that offers various kinds of plans and experiences for seniors to shop for health insurance online.
Dhaval Chadha
Co-Founder & CEO of Justos
CEO at @Justos • Formerly CEO @Vivo (acquired) • Head of Latam @ClassPass • @Harvard University
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About Justos, NFX, Pipa, Stealth Startup: Justos is disrupting the insurance market in Latin America.
Mingzhe Ma
Chairman and CEO of Ping An
Mingzhe Ma is the founder of the Company. Mingzhe Ma founded Ping An Insurance Company in March 1988, and is the current Chairman and CEO of the Company. Since the establishment of the Company, Mingzhe Ma has served as President, Director, Chairman and CEO of the Company, and has been in charge of operations and management of the Company. Before establishing the Company, Mingzhe Ma was Deputy Manager of China Merchants Shekou Industrial Zone Social Insurance Company. Mingzhe Ma has a doctor’s degree in money and banking from Zhongnan University of Economics and Law (previously Zhongnan University of Economics).
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About Ping An, Ping An Healthcare Management: Ping An Insurance Company is a holding company deals with insurance, banking, and financial service.
Jamie Hale
Co-Founder & CEO of Ladder
Jamie is Ladder’s CEO and chief evangelist. He believes life insurance is a fundamentally great product for families and communities and so built Ladder to be the smart, modern way to insure your life. Prior to cofounding Ladder, Jamie was Partner at Aldenwood Capital and at Oak Hill Investment Management, a premier family office with over $12 billion in assets. Jamie also worked at NextCard, pioneering instant credit and the first ‘internet enabled’ Visa card. Jamie is a graduate of Bowdoin College and Harvard Business School.
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About Ladder: Ladder is a digital life insurance company that offers flexible term coverage in minutes saving policyholders up to 40%.
Alec Miloslavsky
founder and CEO of EIS Group
Alec Miloslavsky is the founder and CEO of EIS Group.
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About EIS Group: EIS Group is focused on providing IT solutions that enable companies to convert their technology into strategic assets.
Wayne Slavin
Co-Founder & CEO of Sure
Wayne Slavin is the CEO and Co-Founder of Sure, a VC backed insurtech startup. Prior to Sure he was the VP of Product Management at Tapingo, TechCrunch’s Most Innovative Company of 2013. His other past projects and companies include NetStumbler, a consumer app with more than 1,500,000,000+ billion downloads, the Barnes & Noble Nook eBook reader, Buddy Media (now part of salesforce), and BackupRight the enterprise SaaS company he sold in 2012. He has a Masters Degree from Columbia University.
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About Sure: Sure is an insurance technology company that powers API-based digital insurance programs for brands and carriers.
David A. Reid
Founder and CEO of Ease
David Reid has 30 years of experience working in the employee benefits and group insurance industry. After working as a wholesale distributor of group-based benefit products for two major insurance companies, Mr. Reid became a consultant and agent for Unison Benefits Management, a leading provider in the Minneapolis/St. Paul marketplace that was eventually acquired by Gallagher Benefit Services Inc. In 1999, Mr. Reid was among the first to venture into the world of online technology designed for employee benefits enrollment and communication. Prior to founding EaseCentral, he founded Apprize Technology Solutions, an industry leader in benefits enrollment technology.
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About Ease: Ease is a benefits administration software designed for small businesses, insurance brokers, and insurance carriers.
Jaganath Swamy
Co-Founder, CEO of Kiddo
Jaganath “CJ” Swamy CJ Swamy is the CEO and Co-Founder of Good Parents Inc. He leads strategy and operations for Kiddo and has successfully raised over $8.0 Million in funding from marquee investors in the US and Asia. Prior to that, CJ has 18+ years’ experience as a serial entrepreneur, early stage investor and consultant. He co-founded two companies across Asia previously – one in vitamins manufacturing and the other in logistics/ supply chain. He was previously the lead for US – Asia investments with HarbourVest Partners (one of the leading alternative assets manager in the world with over $74 Billion in AUM). Before that, he led US-Asia investments for Northgate Capital, a California based early stage investor with over $6 Billion in AUM. Previously he also spent 3 years as a strategy consultant with McKinsey & Co. primarily working with insurance companies and banks in Asia on product and market strategy. CJ has an MBA (Honors) from the Wharton School at the University of Pennsylvania and before that graduated with a B.Tech in Engineering from the Indian Institute of Technology, Delhi.
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About HarbourVest Partners, Kiddo: Kiddo is a personalized smart at-home health monitoring platform for children.
James T. Morris
Chairman, President & Chief Executive Officer of Pacific Life
Mr. Morris is chairman, president and chief executive officer of Pacific Life Insurance Company, and its parent companies Pacific Mutual Holding Company and Pacific LifeCorp. He is only the 14th chief executive officer in the company’s 145-year history. Mr. Morris was a summer actuarial student from 1981 to 1982 with Transamerica Occidental prior to joining Pacific Life in 1982 as assistant actuary, Special Marketing. He progressed through a series of management positions within the Life Insurance Division and was elected senior vice president, M-Operations in 1996. He was responsible for business relations with M Financial Group, a leading life insurance producer group that designs and markets individual life insurance products to the upscale market in collaboration with Pacific Life. In 2002, he was promoted to executive vice president, heading up the Life Insurance Division of Pacific Life. In April 2005, Mr. Morris was promoted to executive vice president and chief insurance officer. His role was expanded to include the Annuities & Mutual Funds Division and Pacific Select Group, in addition to the Life Insurance Division. Mr. Morris was promoted to chief operating officer in January 2006. On April 2, 2007, Mr. Morris became Pacific Life’s president and chief executive officer.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
David Howell
Chief Executive Officer of Pacific Life
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Matt Antoszyk
Co-Founder & CEO of Herald
As product manager, Matt takes At-Bay’s technology products from concept to execution. An average day may include interviewing users, sketching new product ideas with the design team, troubleshooting issues with the engineers, or poring over data to figure out new ways to share insights with brokers and clients. Working with a team with endless ideas has its challenges, but Matt brings patience, an open ear and the ability to weigh many different options—and, when the time comes, the drive to get things done. Matt has a degree in computer science from Yale and experience as a senior business analyst at McKinsey & Company, where he solved business problems for senior executives. He puts that experience to use at At-Bay by building business solutions for technical problems.
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About Herald: Herald offers digital infrastructure that connects software developers to commercial insurance carriers through a single API.
Callum King
President & Co-Founder (Founding CEO) of Brightside
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About Brightside: Brightside is an employer-based financial health solution that combines personal assistants and an innovative partner platform.
Mike Shim
Founder & CEO of True North Cos.
True North Cos. is a private investment and advisory firm building valuable, enduring businesses in technology, financial services and consumer products. Founded in 2012 by Mike Shim, a corporate/M&A lawyer-turned tech executive, entrepreneur and venture investor based in Silicon Valley, True North Cos. works with world-beating leaders at startups and Fortune 500 companies alike to build more purposeful companies. Purposeful companies share a common mission of improving the world through business, while delivering superior long-term returns to their employees, investors and the communities they serve.
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About DigiSure, Nextury Ventures, True North Cos.: Building companies with purpose.
Noah Lang
Co-Founder & CEO of Stride Health
Noah Lang launched Stride Health to make health insurance human. Stride translates coverage into a language everybody can understand because we believe healthcare decisions don’t have to be difficult. Stride is the first health insurance recommendation engine tuned and tailored to the life of an individual, providing Seamless, intuitive and transparent answers to consumers’ toughest coverage questions. Noah Lang was previously the founding VP of Business Development at Reputation.com where he spent 5 years building consumer products and distribution channels. Noah currently sits on the DMAs Data Governance Advisory Board and was selected as a “Privacy by Design Ambassador” in 2011. Noah is a graduate of Stanford University as a President’s Scholar with a degree in Product Design. Noah is an avid triathlete, skier and endurance sports junkie.
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About Stride Health: Stride Health is a provider of an insurance recommendation platform designed to offer health insurance services.
Saransh Garg
Co-Founder & CEO of Nova Benefits
Saransh Garg is the Co-Founder and CEO at Nova Benefits.
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About Nova Benefits: Nova Benefits operates as a B2B health insurance platform.
Guy Goldstein
CEO and Co-Founder of Next Insurance
Guy Goldstein is the founder and CEO of Next Insurance. He was the founder and chief executive officer of Pageonce, and member of the company’s Board of Directors, brings nearly two decades of management, strategy and product development experience to his role as CEO. Since founding Pageonce in 2007, Guy has raised $10 million in venture capital funding and grown its membership from zero to more than four million. He has a proven track record in corporate development, mergers and acquisitions and as research and development leader. At Hewlett-Packard, Guy led inorganic growth expansion acquisitions to develop HP’s Business Intelligence strategy. During his seven year tenure at Mercury Interactive (later acquired by Hewlett-Packard) Guy helped establish the company-wide inorganic growth roadmap and strategic planning process, resulting in three acquisitions and $200 million in revenue. He was a key member of the executive team that developed the business plan for Mercury Interactive’s $5 billion acquisition by Hewlett-Packard. As Senior Director of Mercury Interactive’s R&D division, Guy managed an international team of engineers and QA that built products generating $350 million in sales. Early in his life Guy was handpicked for an elite group of candidates to train for the Israeli Air Force based on his record-level test scores and technical aptitude. He excelled and rose to the top military rank of major and fighter pilot in one of world’s most respected air force programs. Ever the prolific innovator, he holds two patents. Guy graduated cum laude from Tel-Aviv University with a bachelor’s degree in Business and Computer Science.
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About Mint Bills, Next Insurance: Next Insurance is an online-based insurance company for entrepreneurs and small businesses.
Rex Wong
CEO & Co-Founder of AIVON
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About AIVON, Famecast Media, Intelligent Video Solutions: AIVON is a decentralized blockchain platform and protocol built on an Artificial Intelligence (AI) network.
Matt Miller
Founder & CEO of Embroker
Matt Miller is the founder and CEO of Embroker, the first modern solution for business insurance. Prior to founding Embroker, he was a Principal at the private equity firm Hellman & Friedman, where he led investments in the insurance and software space. While at H&F, he served on the board of directors of HUB International, Applied Systems, and Renaissance Learning. Prior to joining Hellman & Friedman, Matt was a Vice President for Bain Capital in Boston and Hong Kong and a consultant for Bain & Company in New York. Matt graduated summa cum laude from Duke University, and earned an MBA from the Stanford Graduate School of Business, where he was an Arjay Miller Scholar and co-president of the Private Equity club.
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About Embroker: Embroker helps growing businesses save time and find the best value on the right coverage.
Dave Firdaus
Chairman and CEO of Clever Care Health Plan Inc.
Dave Firdaus is the Chairman and CEO at Clever Care Health Plan.
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About Clever Care Health Plan Inc.: Clever Care Health Plan is a healthcare company that offers medicare advantage health plans to its members.
Scott Walchek
Founder, CEO & Chairman of Trōv
Founder, CEO & Chairman at Trōv.
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About ePlanet Capital, Jetset Magazine, Trōv: Trov is the world’s leading insurance technology platform, enabling the new ways people live, work, and move.
David Fontain
Founder and CEO of Foresight Commercial Insurance
Founder and CEO at Foresight, the insurtech for mid-market workers compensation. At Foresight, we’re rewarding proactive insureds with lower premiums and rewarding brokers with higher commissions.
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About Foresight Commercial Insurance, Foresight Risk and Insurance Services: Foresight is the commercial insurtech that ties safe work practices to insurance savings.
Karn Saroya
Co-founder & CEO of Cover
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About Cover, Stylekick: Cover is an Android and iOS mobile application that allows its users to insure anything by taking a picture of what they need to insure.
Vivek Shah
Co – Founder & CEO of SimplyInsured
Vivek Shah is the Founder & CEO of SimplyInsured .Previously, Vivek was a healthcare analyst at McKinsey & Company, where he worked with insurance companies to make healthcare more efficient. Vivek graduated with degrees in Electrical Engineering & Computer Science and Management Science from MIT.
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About ITXCHG.com, SimplyInsured: SimplyInsured allows you to estimate your real Out-of-Pocket costs when purchasing health insurance.
Praveen Chekuri
Co-Founder/Co-CEO of Ascend
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About Ascend: Ascend is a modern, all-in-one payments solution purpose-built for insurance
Chini Krishnan
Founder & CEO of GetInsured
With more than 20 years of experience in the high technology industry, Chini Krishnan is Co-Founder and CEO of GetInsured. Prior to GetInsured, Chini most recently founded and served as Chairman and Chief Technology Officer at Valicert Inc., a leader in public-key infrastructure (PKI) validation. At Valicert, Chini served in multiple roles including running the technology and services arms and also helping to complete several acquisitions. Valicert went public in 2000 and ultimately merged with Tumbleweed Communications (NASDAQ: TMWD) in 2003. Prior to founding Valicert, Chini was Product Marketing Manager at Enterprise Integration Technologies (EIT), where he was seminally involved in releasing the world’s first secure browser. Chini holds an MS in Computer Science from Duke University and a BS also in Computer Science from the Indian Institute of Technology.
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About Bessemer Venture Partners, GetInsured, Vimo Inc: Deliver the best health insurance ecommerce experience for consumers, employers, brokers and insurers.
Munjal Shah
Co-Founder & CEO of Health Equity Labs
Munjal Shah is the Co-Founder and CEO at Health Equity Labs. Munajl was Co-founder and CEO of Riya Inc (makers of Like.com). Together with Burak Gokturk and Azhar Khan, he co-founded the company in August of 2004. Munjal is a serial entrepreneur who focuses on building companies from zero to millions in revenue. Prior to Riya he was co-founder and CEO of Andale Inc, a provider of software to eBay merchants. While he was CEO, Andale grew from 0 to double digit millions in revenue. Prior to Andale, Baan, IBM, and a startup called Blaxxun Interactive. Munjal started his career in artificial intelligence, writing software for Agouron Pharmaceuticals that predicted the efficacy of anti-HIV drugs. BusinessWeek declared Munjal one of the Top 10 up and coming CEOs in 2001. Munjal has been quoted of hundreds of magazines including the Wall Street Journal, the New York Times, Business 2.0, and many others. Munjal has won a Demo God award for the launch of Riya (like.com) in 2006. Munjal sits on the advisor board to a number of very early stage startups including: Yousendit, Auyptima (sold to Oracle), Pubmatic, and MesmoTV. Munjal is very active in the Entrepreneurial community. In 1996 he co-founded Round Zero, a very popular networking forum during the first Internet boom. He is a charter member of TIE (The Indus Entrepreneur) in Bangalore and writes a blog sharing his experiences as an entrepreneur here http://munjal.typepad.com. He received his Masters in Computer Science from Stanford University and his Bachelors in Computer Science from the Universitay of California, San Diego.
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About Covet, Health Equity Labs, Health IQ: Develops FICO type score for health
Itai Ben-Zaken
Co-Founder and CEO of Honeycomb Insurance
Itai was previously a General Manager at QuinStreet (NASDAQ: QNST – Silicon Valley based internet company) for 4 years, heading a business unit responsible for a substantial part of the company’s revenue. Before joining QuinStreet, Itai was a strategy consultant at BCG, an engineering team lead at Intel, and an officer in the Israeli Defense Forces. Itai holds a BSc in Computer Engineering from the Hebrew University of Jerusalem and an MBA from the Wharton School of the University of Pennsylvania.
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About Honeycomb Insurance: Honeycomb Insurance is a Commercial Real Estate Insurance Reinvented.
Anthony Diaz
Founder and CEO of Health Hero
Anthony Diaz is Founder and CEO of Health Hero.
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About Health Hero: Health Hero enables organizations to do smart automated follow up via phone and text messages for patients and employees.
Benjamin Madick
Co-Founder & CEO of Matic Insurance
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About Matic Insurance: Matic is a technology driven insurance agency disrupting the homeowners insurance space by integrating with mortgage lenders.
Rotem Iram
Founder and CEO of At-Bay
Rotem Iram is the Founder and CEO of cyber insurance company At-Bay. With nearly two decades of security and engineering experience, Rotem previously served as a Managing Director and COO in the Cyber Security practice of K2 Intelligence, a leading global risk management firm, focusing on cyber intelligence, cyber defense strategy and incident response. Rotem began his career as a Captain in Israel’s elite Intelligence Unit 8200, and also served as a consultant for McKinsey & Company. Rotem holds a bachelor’s degree in Computer Engineering from the Hebrew University, as well as an MBA from Harvard Business School.
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About At-Bay: At-Bay is a cybersecurity insurance company that helps businesses meet digital risk head-on.
Stephen Roulac
CEO of Roulac Global Places
Stephen E. Roulac, Ph.D., is a consultant, economist, scholar, writer, and futurist. Since 1972, he has headed Roulac Global, a firm that provides advisory and litigation consulting services on significant decisions of businesses, primarily concerning real estate involvements. Stephen Roulac’s background reflects decades of study, leading academic credentials and includes year of experience, deep research and data mining and building and leading several businesses. Through his work, he has made fundamental and innovative research contributions and pioneered applications of economic analysis and management methods to real estate. As an informative professional speaker, Dr. Roulac has made presentations and speeches to hundreds of organizations and has been the keynote speaker or featured instructor at significant professional forums throughout the country and abroad. Among others, Dr. Roulac’s clients have included Apple, Bank of America, California Public Employees’ Retirement System, City of Los Angeles, Hallmark Corporation, Government of Singapore Investment Corporation, Merrill Lynch, and the U.S. Department of Labor. Dr. Roulac is an active author of real estate and business topics and has written hundreds of articles and authored or edited over a dozen books. He has written the “Property Strategy” column for Forbes, wrote the overview cover essay for Real Estate Capital Markets Report, and a column on strategic issues in pension investing for The Institutional Real Estate Letter. His “Modern Real Estate Investment: An Institutional Approach,” has been recognized as an authoritative treatise on real estate investment practice. Dr. Roulac has served as adjunct professor at Texas A & M University, Texas Real Estate Research Center, and as a lecturer at the Graduate School of Management, UCLA. He served on the faculty of the Stanford Graduate School of Business for ten years, and concurrently held a joint appointment in the Department of Architecture, College of Environmental Design, and the Schools of Business Administration at UC, Berkeley. He was also an adjunct professor at Hastings College of Law. Dr. Roulac received his Ph.D. in Finance and Strategic Management from Stanford University, his M.B.A. with distinction from Harvard University, his JD from University of California, Berkeley, and his BA in Economics from Pomona College.
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About Roulac Global Places: RGP is a strategy, financial economics, and transactional consulting firm that advises senior management and investors.
Dan Preston
CEO of Metromile
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About Metromile: Metromile is a car insurance company using data science and machine learning to offer drivers new and fairer insurance.
Kevin Busque
CEO of Guideline
Kevin is founder and CEO of Guideline, an all-inclusive retirement plan used by more than 3,700 small businesses that makes it easy for employers to set up a 401(k) and even easier for employees to enroll and save. Under Kevin’s leadership, Forbes Magazine named Guideline to its annual list of the 50 most promising financial technology startups in 2018. Kevin founded Guideline after seven years at TaskRabbit, the online and mobile labor marketplace that he co-founded, which was acquired by IKEA. Kevin has been featured in the Inc., the New York Times, and the Wall Street Journal, and is a contributor for Entrepreneur Magazine. The son of an Army intelligence Sargent, he grew up in several cities across North America and Europe, but considers himself a New Englander. He now lives in San Mateo with his two children.
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About Guideline: Guideline is a retirement plan platform that offers the all-inclusive 401(k) and full-stack solution for growing businesses.
Ioan Iacob
Founder and CEO of FLOWX.AI
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About FLOWX.AI: FLOWX.AI wraps and orchestrates legacy systems, making it super fast for enterprises to create digital apps for mission-critical flows.
Tom Patterson
CEO and Founder of LeapLife
Tom Patterson is the Head of Growth and Strategy at BetterUp.
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About BetterUp, BetterUp, LeapLife: LeapLife is an insurtech platform and digital life insurance agency.
Sam Hodges
Co-founder and CEO of Vouch Insurance
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About Endurance Companies, Vouch Insurance: Vouch is a provider of insurance services intended for startups.
Neeraj Mathur
Founder/CEO of SavingsOak
Neeraj Mathur is an experienced, mission-oriented entrepreneur. As a Product and Design leader, Neeraj has built and launched products on a global scale for over two decades. He has worked in large Enterprises (Silicon Graphics, Sun Microsystems, and Cisco Systems), and several successful startups (ForUsAll, Bluebox Security, Skyhigh Networks, Authentic8, etc.).
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About SavingsOak: Save Today. Invest in tomorrow.
Rekhi Singh
CEO of R Systems
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About R Systems: R Systems is a specialized IT Services & Solutions and IT-enabled Services provider catering to a wide range of global customers.
Sam Ulloa
CEO & Co-Founder of Listo
Samuel Ulloa is a Co-Founder & Board Member at Listo Unlimited. He is also Co-Founder, COO & Board Member at Rising Farmworker Dream Fund. Mr. Ulloa is a Sr. Director, Head of Sales & Service and Principal/Sr. Director, Head of Merchant Sales at Progress Financial. Samuel graduated from California Polytechnic State University-San Luis Obispo with a bachelor of arts in Electrical Engineering and earned an MBA in General Management at Stanford University Graduate School of Business.
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About Listo: Listo is a consumer financial services company offering insurance and loans via retail and mobile experience.
Ernie Bray
Chairman & CEO of ACD – AutoClaims Direct
Ernie Bray is an award-winning Entrepreneur & CEO and expert on leadership, social media, entrepreneurship and business strategy. He bootstrapped and built a highly successful company which he has led to six annual rankings on the Inc. 5000, four years on Deloitte’s Technology Fast-500 and Entrepreneur’s “Best Entrepreneurial Companies In America”. He regularly writes for Forbes, Entrepreneur, TechCrunch, HuffPost, TechCo and has been featured in Inc.com. In addition to leading his insurance technology company, he is an author & speaker who believes in inspiring others to build and drive their own success.
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About ACD – AutoClaims Direct, ACDCORP.AI, Forbes Technology Council: ACD provides technology and network management solutions for the auto & property claims industry.
George Favvas
CEO and Co-Founder of Circle Medical
George Favvas is the CEO of Circle Medical, a Y Combinator-backed startup using technology and AI to deliver better primary care. A serial entrepreneur, George has advised and invested in several startups and taught product management at General Assembly. Born and raised in Montreal, he has lived in San Francisco for the past eight years.
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About Circle Medical, Rewardli: Circle Medical is the doctor’s office that comes to you, paid for by your insurance.
William Ross
CEO & Co-Founder of Federato
William Ross currently works as the CEO and Co-Founder for Federato.
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About Federato: Federato provides an underwriting platform for insurance companies.
Siddhartha Gavirneni
CEO & Co-Founder of Zeguro
Sidd Gavirneni is the CEO & Co-Founder at Zeguro.
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About Zeguro: Zeguro is a cyber insurance startup focusing on helping small businesses mitigate their cyber risks.
Bryan Derbyshire
Founder & CEO of Protecht
Bryan Derbyshire joined Protecht as Founder & CEO in 2016.Insurance, Payment, and Technology Executive that is interested in transactional business models, integrated payments, insurance, and disrupting the proverbial status quo from a business standpoint. I am focused on revenue and execution while always learning and feeding my inquisitive side. “SIMPLICITY IS HARD TO BUILD, EASY TO USE, AND HARD TO CHARGE FOR… COMPLEXITY IS EASY TO BUILD, HARD TO USE, AND EASY TO CHARGE FOR.” – Chris Sacca
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About FanShield, Protecht, ShopGuarantee: Protecht is an insurtech company that utilizes embedded technologies to distribute insurance products to consumers globally.
Justin Sun
Founder and CEO of Tron
Justin Sun, born in 1990, master of University of Pennsylvania, bachelor of Peking University,founder and CEO of mobile social application Peiwo and TRON, the former chief representative for Greater China of Ripple. 2011 Asia Weekly Cover People; 2014 Davos Global Shaper; 2015 CNTV new figure of the year; 2017 Forbes Asia 30 under 30 entrepreneurs;2015/2017 Forbes China 30 Under-30s; The Only Millennial Student in the first batch of entrepreneurs at Hupan University.
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About Tron: Tron is a decentralized content entertainment protocol based on blockchain technology.
Ian Blumenfeld
CEO and Co-Founder of LifeRaft
Ian Blumenfeld is the Chief Executive Officer and Co-Founder of LifeRaft.
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About LifeRaft: LifeRaft is an insurtech company that offers supplementary health insurance products for patients.
Tariq Hilaly
Co-Founder & CEO of Lumity
Tariq Hilaly has over a decade of investing and financial services experience. Before co-founding Motif Investing, Tariq served as a Vice President at Alliance Bernstein’s $1B hedge fund, where he maintained a stellar track record investing in technology, healthcare, and financial services companies. Prior to Alliance Bernstein, Tariq served as Senior Director of Corporate Development at BEA Systems where he managed their M&A activities, equity investments, and business development efforts. He has also held positions at other noteworthy companies such as Link Exchange (acquired by Microsoft), Alter Ego Networks (acquired by Macromedia), and the Boston Consulting Group. Tariq earned a BS in Finance from the University of Missouri and an MBA from the Harvard School of Business. He holds the Series 7, 24 and 63 licenses. He is a passionate professional and personal investor and especially loves investing in emerging technology companies.
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About Lumity: Lumity simplifies the pain of company health plan decisions with data-driven recommendations that drive cost savings and improve outcomes.
Phillip J. Gass
Chief Executive Officer of Nassau Reinsurance Group
Phil is a co-founder of Nassau Re and serves as chairman and chief executive officer. Phil previously served as chairman and director of Fidelity & Guaranty Life (NYSE:FGL) from 2011 through 2015. He also previously served as managing director of investments at HRG Group, Inc. (NYSE:HRG) where he was responsible for HRG and its affiliates’ investments in financial services. Prior to joining HRG and its affiliates in 2008, Phil served as vice president of GE Capital, where he was responsible for underwriting and managing private equity investments from 2004 to 2008. He also previously held roles at Dresdner Kleinwort Wasserstein and the Sumitomo Bank. Phil holds a B.S. in finance from New York University and is a CFA charter holder.
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About Nassau Reinsurance Group: Nassau Reinsurance Group offers annuities and life insurance to meet the income and protection needs of families and individuals.
Karen White
Chief Executive Officer of RMS
She is the Chief Executive Officer at RMS.
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About RMS: RMS is the world’s largest risk analytics company providing predictive risk-models, risk-data, risk-analytics applications and APIs.
Adam van Zyl
Founder / CEO of FinRock
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About FinRock: InsurTech dedicated to the transformation of the art and science of reducing property crime and reduction of insurance fraud events
Ali Diab
Co-Founder & CEO of Collective Health
Ali Diab is a Co-Founder and CEO at Collective Health. Ali brings more than 15 years of technology startup and executive management experience to the company. Ali also brings a strong personal motivation to improve the quality and cost of company-sponsored health care after experiencing a major health problem while employed at a growing technology company. Prior to co-founding Collective Health, Ali was VP of Product Management and Business Operations at AdMob, a leading mobile advertising company, acquired by Google in 2010. Previously, Ali held executive and management positions at Goldman Sachs, Microsoft, and Yahoo!. Ali is a graduate of Stanford and Oxford universities.
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About Collective Health: Collective Health is a company providing an alternative to traditional health insurance.
Spike Lipkin
Co-Founder & CEO of Newfront Insurance
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About Newfront Insurance: Modern platform to transact insurance.
Daniel Shaked
CEO & Founder of Home365
Daniel Shaked founder & CEO at Home365.
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About Home365: Home365 makes owning and renting out real estate easy, predictable, and more profitable than ever before.
David Lyman
Co-Founder & CEO of Betterview
David is the Co-Founder & CEO of BetterView, a marketplace for drone-based building inspections for the insurance industry. Prior to BetterView, he sold NutshellMail to Constant Contact and built social products for them. David started his career at Accenture in the oil & gas business. David has built various businesses and information systems. Most recently he was the technical co-founder of NutshellMail, which he sold to Constant Contact in 2010.
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About Betterview: Betterview is a data and risk analytics platform for property insurers
John Macauley
Co-founder, President & CEO of VeracityID
John is a fifth generation Californian who somehow drifted across the Sierra mountains and into the high deserts of Northern Nevada. He is a quiet rebel – reflexively rejecting anything the looks like a cookie-cutter, follow-the-crowd answer to a complex problem. It’s baked into his DNA, as he finds conformity troubling. He loves to write and to speak in public – especially about VeracityID. And he will likely bore you with talk about baseball and American history if you let him. Don’t say you haven’t been warned. John passionately believes that ‘big data’ fraud anticipation and prevention solutions have the power to positively transform how people engage with one another in our increasingly interconnected world. Their wise and ethical application use can improve how we interact, expand what we can do together and drive better results – and yet reduce risk by introducing a new kind of earned, virtual trust into relationships. In particular, he believes that VeracityID can play in significant role in helping individuals and companies express greater confidence in the people with whom they interact around the world while highlighting and isolating those would do them harm. In prior lives, John held leadership roles at several software start-ups in the risk, advanced manufacturing and pricing analytics marketplaces. He also led ‘big data’ initiatives for numerous leading global financial and health institutions. And he spent more than a decade advising senior technology and financial executives during tours with global consultants McKinsey & Company and AT Kearney.
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About VeracityID: VeracityID SaaS company that provides real-time fraud detection and intervention services to the financial services industry.
Zeeshan Syed
Chief Executive Officer of HEALTH[at]SCALE Technologies
Zeeshan is the CEO of HEALTH[at]SCALE and was a Clinical Associate Professor at Stanford Medicine and an Associate Professor with Tenure in Computer Science at the University of Michigan. Zeeshan was previously part of the early-stage team that launched the Google[X] Life Sciences Initiative (now Verily). Zeeshan is a recipient of multiple awards including an NSF CAREER award and holds a PhD from MIT EECS and Harvard Medical School in Computer Science and Biomedical Engineering, and MEng and SB degrees in EECS from MIT.
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About HEALTH[at]SCALE Technologies: Machine Intelligence for Precision Delivery of Healthcare
Jeremy Bluvol
Chief Executive Officer of Anagram
Jeremy Bluvol is a Co-Founder and Chief Executive Officer at Anagram.
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About Anagram: SaaS and marketplace for eye care doctors to process insurance benefits and deliver better pricing on eyewear
Tina Hay
Founder/CEO of Napkin Finance
Tina Hay comes from a diverse background encompassing film, technology and finance. Her personal struggles understanding complex financial topics led her to found Napkin Finance, a guide to everything you need to know about money in 30 seconds or less. The mission of the company is to empower readers to make smart money decisions and build a lifetime of financial well-being. Napkin Finance has been featured in Business Insider, Yahoo Finance, E! Entertainment, and Forbes among others publications and has joined the First Lady Michelle Obama’s Education Initiative, Better Make Room, with the creation of a Napkin Finance course for helping students save and pay for college. Prior to creating Napkin Finance, she was Co-founder and President of CityTripping.com, editor of CityTripping Los Angeles: Your Guide to Restaurants, Nightlife, Shopping, Culture, Fitness and Hotels, and Founder of Platinum Test Group. Additionally Tina also created and runs the environmental conservation group, All You Need is One. She holds a B.A. from UCLA and an MBA from Harvard University.
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About Napkin Finance: Everything about money in 30 seconds or less.
Brian Mullins
Chief Executive Officer (CEO) of Mind Foundry
Brian Mullins is a pioneer in the field of augmented reality, whose experience with Human Machine Interface and Computer Vision technologies led him to found DAQRI, an Enterprise Augmented Reality company that seeks to change the way people work. He served as DAQRI’s CEO until 2017. In 2016 he testified before the United States Senate on the future of Augmented Reality. Earlier in his career, Brian helped develop systems that employed some of the earliest vision-based mixed reality technologies while working in the field of simulation at the U.S. Department of Transportation, and later at the Space and Naval Warfare Systems Command in San Diego. Brian holds a Bachelor of Science in Engineering from the United States Merchant Marine Academy.
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About Mind Foundry: Mind Foundry is an Oxford University company that has developed an AI platform to solve the world’s most important problems.
Bryan O’Connell
CEO & Co-founder of Huckleberry
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About Huckleberry: Huckleberry Insurance Services is a licensed insurance producer, resident
Simon (Seockhoon) Bae
Founder and CEO of Cupix
Serial entrepreneur. * Founded CUPIX in 2015. Currently working hard to provide entirely new and amazingly useful virtual tour experience while making the content creation process fast, easy, and affordable. * Lead the strategy development and its implementation for a 3D printing specialized cloud platform and client apps at 3D Systems. * Founded VisPower in Sunnyvale, CA in 2010 and lead the company to develop and market TeamPlatform.com, a unique and pioneering SaaS app disrupting the product design collaboration market. VisPower was acquired by 3D Systems in 2013. * Founded INUS Technology in Seoul, Korea in 1998 and served as CEO until 2010. Its flagship Rapidform software had been the world’s best-selling 3D redesign and shape inspection software using 3D scan data. INUS was acquired by 3D Systems in 2012 and has operated since successfully as the Geomagic brand.
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About Cupix: Cupix provides a cloud based software to automatically map 360 photos and create 3D models only with consumer grade 360 cameras.
Vahe Ohanessian
Founder, Chairman, President & CEO of VentuCap
Dr. Vahé Ohanessian D.D.S. is the Founder, Chairman, President and CEO of VentuCap™. Dr. Ohanessian is also the Founder, President and CEO of Bad Breath Institute® Inc. a wholly owned subsidiary of VentuCap™. Dr. Ohanessian is the inventor of the revolutionary BiteNBrush™ (a wholly owned subsidiary of VentuCap™) and its ancillary products, specifically toys and chews, which are based on a proprietary novel design for ease and effective cleaning of animal teeth and achieving pet oral hygiene. The Facial Intraoral Rejuvenation Method™ (a.k.a. The FIRM) is another innovative proprietary product invented by Dr. Ohanessian and a wholly owned subsidiary of VentuCap™. The FIRM enables strengthening of face and neck muscles, some of the least exercised muscles in the body, on-the-go. Dr. Ohanessian is a serial entrepreneur and inventor and believes in bridging the gap between entrepreneurship and go-to-market in the most efficient and practical manner. Dr. Ohanessian has been a practicing dentist for over 26 years and has recently dedicated his attention to VentuCap™ and its businesses. Dr. Ohanessian is a graduate of USC School of Dentistry.
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About Bad Breath Institute, Bad Breath Institute, Self Relativity, Inc., VentuCap: VentuCap focuses on Incubator interests in Novel and Proprietary businesses, products and services.
Robert Strickland
CEO & Founder of M37 Ventures
Robert A. “Rob” Strickland is presently CEO and Founder of M37 Ventures. Previously, he was Executive Vice President and CTO for Leap Wireless.Since joining the Cricket brand in February 2012, Strickland has led the Engineering and Operations team, National Field Services and the Information Technology Team. Strickland previously was President of Strickland Consulting LLC, which advised global companies on business and technology strategy surrounding the ecosystems of carrier services. Additionally, he serves as an active member of the Sundance Institute’s Board of Directors Technology Committee and Teradata’s Customer Advisory Board.Rob is formerly the Senior Vice President and Chief Information Officer for T-Mobile, USA. During his 4 years at T-Mobile, he brought over 20 years of Business and IT leadership to his staff of over 2000. Strickland migrated IT into a fully right-shored model with just over 1000 FTEs in the US and another 1000 off shore. As the lead for the Enterprise IT (EIT) team, he was responsible for aligning IT strategy with business initiatives and delivering innovative solutions to support T-Mobile’s J.D. Power, award winning customer-driven philosophy. Rob has been honored with a CIO 100 Award twice, in 2009 and in 2006.
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About M37 Ventures, textPlus: M37 Ventures is a collective of executive leaders in technology, growth acceleration and venture experience.
Zack Peng
Co-Founder and CEO of Seel
Zack Peng is the co-founder and CEO of Kover. Prior to founding Kover, he is the Core Software Engineer of Orbital Insight.
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About Seel: Seel enables online businesses to protect customers from risks inherent in their products
Demetrius Gray
Founder and CEO of WeatherCheck
Demetrius Gray is Founder at WeatherCheck.
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About WeatherCheck: WeatherCheck monitors properties for hail damage so that insurance carriers and mortgage companies can take action.
Pramod John
CEO & Founder of VIVIO Health
Pramod was VP of Strategy & Innovation at McKesson, the world’s largest healthcare company. Previously, he was Founder & CEO of PacketMotion (acquired by VMWare), and Founder & VP of Engineering at Net Examiner (now owned by Dell).
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About VIVIO Health: We are a specialty drug mgt. co. providing better outcomes at lower costs. VIVIO Precision Care™ is a drug plan powered by VIVIO qClinicals™
Sondre Rasch
Co-founder & CEO of SafetyWing
Sondre Rasch is the Co-founder and Chief Executive Officer of SafetyWing. He was the Co-founder at Superside before that.
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About SafetyWing: SafetyWing is a startup that provides travel medical insurance solutions to remote and gig economy workers.
Stepan Pushkarev
CEO & CTO of Provectus
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About hydrosphere.io, Provectus: Provectus is an Artificial Intelligence consultancy and solutions provider helping businesses achieve their objectives through AI.
Rick Shinto
Chief Executive Officer and President of InnovaCare Health
Dr. Richard A. Shinto, also known as Rick, M.D., serves as Chief Executive Officer and President at InnovaCare Health Solutions, LLC. Dr. Shinto serves as Chief Executive Officer at MMM Healthcare, Inc. He served as Chief Executive Officer at Aveta Inc. Dr. Shinto served as Chief Executive Officer at MMM Healthcare, Inc. and PMC Medicare Choice, Inc. Dr. Shinto has more than 20 years of clinical and operational healthcare experience in managed care. From 2008 until its sale in 2012, he served as the President and Chief Executive Officer of Aveta Inc., of North American Medical Management of Illinois, Inc. and he was a member of the management team. Dr. Shinto served as Chief Medical Officer of NAMM California. Prior to joining NAMM, Dr. Shinto was the Chief Operating Officer and Chief Medical Officer for Medical Pathways Management Company. After serving as the Corporate Vice President of Medical Management for MedPartners from 1996-1997, he left to become the Chief Medical Officer for Cal Optima Health Plan in Orange County, California. Dr. Shinto began his medical tenure as an internist and pulmonologist practicing in Southern California. He serves as a Director of InnovaCare Health Solutions, LLC. Dr. Shinto received his B.S. from the University of California at Irvine, his medical degree from the State University of New York at Stony Brook, and an M.B.A. from the University of Redlands.
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About InnovaCare Health: Offering seniors comprehensive benefits that not only meet their medical needs but also contribute to their emotional and mental well-being.
Dustin Yoder
CEO of Sureify
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About Sureify: Sureify is an industry leading SaaS platform for Life and Annuity companies.
Liz Griggs
Founder, Chairman & CEO of NextImage Medical
Liz Griggs is Founder, Chairman, and Chief Executive Officer of NextImage Medical Inc. Over the past 20 years, Ms. Griggs’ innovation and leadership has transformed the radiology management services sector of the $30 billion Workers’ Compensation Industry by delivering significant savings, workflow efficiencies and better patient outcomes. Ms. Griggs previously founded One Call Medical Inc
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About Grantchester Group, NextImage Medical: NextImage Medical is a radiology services management company providing healthcare imaging solutions.
Mike Baukes
Co-Founder & Co-Chief Executive Officer of UpGuard
Mike is the Co-Founder and Co-CEO of UpGuard, Mike has held senior leadership roles in Enterprise strategy, architecture and solution design for major corporates including Lloyds, E*Trade and CBA all at a young age. His knowledge of technology is exceptional as is his ability to realize opportunities and execute on his vision.
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About Startmate, UpGuard: UpGuard is a cyber resilience platform, designed to proactively assess and manage the business risks posed by technology.
Alan Sharp-Paul
Co-Founder & Co-CEO of UpGuard
Alan Sharp-Paul is the CEO and Co-founder of UpGuard. A software engineer by trade, Alan has held a variety of roles in his IT career, from mainframe to web, engineer to architect. He spent more years than he’d care to mention working in Corporate IT at companies like Expedia, Lloyds and CBA. His focus is on helping Enterprises understand and manage their Cyber Risk.
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About UpGuard: UpGuard is a cyber resilience platform, designed to proactively assess and manage the business risks posed by technology.
Dan Peate
Founder and CEO of Avinew
Dan Peate is the CEO and co-founder of insurtech company Avinew, which is focused on reinventing auto insurance for semi-autonomous vehicles. Dan is also the founder and General Partner of Peate Ventures, and also founded insurtech company Hixme. previously worked at Aon and Arthur J. Gallagher, and sits on the boards of Avinew, CardiacDirect, and BOOM! Studios. Dan also sits on nonprofit and charitable boards including the University of Notre Dame Campaign Cabinet and helped start The Peate Institute for Entrepreneurship at Pepperdine University. He is a graduate of the University of Notre Dame.
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About Avinew, Peate Ventures: Avinew is an insurtech company committed to enabling the safety and freedom that comes with automated driving systems and AVs.
Sergio Arana
Founder and CEO of novae
Sergio Arana is the CEO & Founder at wearenovae.
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About IDSS Holdings, Motion LIfe LAB, novae: novae leverages disruptive technologies to provide superior user experiences.
Matheus Riolfi
Co-founder & CEO of Tint.ai
Cofounder & CEO@Tint.
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About Tint.ai: Tint is an AI-empowered insurance platform that provides tools required to launch, manage, and optimize insurance programs.
Tomer Kashi
Co-Founder & CEO of VOOM Insurance
Tomer Kashi is the Co-Founder & CEO at VOOM Insurance
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About Federal Aviation Administration, SkyWatch, VOOM Insurance: VOOM is a full-stack digital insurance company for New-Mobility.
Raf Howery
Founder and CEO of KUKUN
Founder and CEO at KUKUN
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About KUKUN: Kukun is an originator of property data and predictive analytics delivering superior valuations and forecasts
Jordan Kelley
CEO of Enter
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About Enter: Enter is the fastest, most accurate, and most transparent Revenue Cycle Management platform and service in the healthcare industry. Providers choose Enter to get the best results in healthcare:
- 3x faster Payer payments. Enter gets claims paid in 16 days vs 48 days.
- 5x better patient experience. Enter gets patients billed in 19 days instead of 91.
- 0% leakage. Enter’s DenialAI fully automates medical records, reconsiderations, and appeals.
Cameron MacArthur
Founder and CEO of AI Insurance
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About AI Insurance: AI Insurance builds claims management software for small insurance companies.
Daniel Scott
CEO of Bizinsure.com
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About Bizinsure.com: Bizinsure offers an online commercial insurance platform that enables its users to compare quotes, buy, and receive custom policy by email.
Greg Morris
CEO & Co-Founder of QBIS Insurance Solutions
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About Patra Corporation, QBIS Insurance Solutions: QBIS Insurance Solutions is an Oakland based insurance technology startup.
Allan Oulate
Founder and CEO of Oulate Financial
Allan Oulate is a financial consultant with over a decade of experience. He grew up in Ivory Coast in West Africa, where he was exposed to a blend of different cultures. Allan moved to the United States to attend Pomona College in Claremont, California. After earning a B.A. in Economics in 2001, Allan decided to stay in the United States because of Ivory Coast’s growing civil war. He immediately got a job as a financial representative at Northwestern Mutual, where he would stay for the next ten years. Allan Oulate is now founder of Oulate Financial. Oulate Financial provides expert guidance, strategy, and planning to clients who want to achieve financial security. Oulate Financial assists clients in every step of their goals. Because the company builds long-lasting relationships with clients, each solution is tailored to not only fit the client’s current needs, but to provide for the futures of their families, employees, and communities. Allan is inspired by seeing his clients build brighter, better futures. When he sees his hard work come to life– for example, when his financial strategies make it possible for his clients’ children to attend college– it makes all the planning worth it. Allan is also still passionate about where he grew up, and he avidly follows political and cultural news from Ivory Coast. He wants his family members who still live there to grow up in a strong, stable environment, and is interested in the nation’s success both on a local scale and within the global economy.
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About Oulate Financial: Oulate Financial provides expert guidance, strategy, and planning to clients who want to achieve financial security.
Scott F. Kavanaugh
Chief Executive Officer of First Foundation
Mr. Kavanaugh brings proven entrepreneurial executive leadership and a strong knowledge of finance, banking and real estate to First Foundation and its affiliates. In his role as the CEO of First Foundation, he is responsible for providing strategic leadership and overseeing the operations of both First Foundation Advisors and First Foundation Bank. Mr. Kavanaugh was formerly an Executive Vice President and Director of Secondary Marketing for Provident Funding. Mr. Kavanaugh was a founding stockholder of Commercial Capital Bancorp and served as Director, Executive Vice President and Chief Administrative Officer from June 1999 to February 2003. Mr. Kavanaugh also served as Director, Executive Vice President and Chief Operating Officer of Commercial Capital Mortgage since its formation in 1998 until 2003. During his tenure, the bank grew over 400% and was successfully taken public in December 2002. Other responsibilities included management of interest rate risk, Director of Human Resources, Director of the Trust Department, and negotiation of loan transactions, loan review, and oversight of operations in the mortgage company. He was Chairman of ALCO, and a member of Executive, Compliance, Information Technology, Loan and Internal Asset Review committees. Mr. Kavanaugh currently serves on several corporate and community boards. He is the Lead Director on the Board of Directors for NexPoint Residential Trust, Inc. located in Dallas, TX and serves as the Lead Director on the Board of Directors for VineBrook Partners LLC, a private REIT that purchases, owns, and operates affordable single-family housing. He also is on the Board of Directors of Colorado Federal Savings Bank in Greenwood Village, CO and its parent holding company, Silver Queen Financial Services Inc. In 2018, he was appointed to the Board of Lanakila Pacific Foundation located in Honolulu, HI. From January 2000 until June 2012, Mr. Kavanaugh served as Independent Trustee and Chairman of the Audit Committee and from June 2012 until December 2013 served as Chairman of the Highland Mutual Funds managed by Highland Capital Management, an SEC registered investment advisor headquartered in Dallas, TX. Prior to entering banking, Mr. Kavanaugh spent a majority of his career in investment banking. After becoming a partner of Great Pacific Securities, Inc., a west coast-based regional firm, Mr. Kavanaugh became Head of Trading for fixed income and equity securities. Mr. Kavanaugh earned a BS in Business Administration – Accounting at the University of Tennessee and a Master’s of Business Administration in Information Systems at University of North Texas.
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About First Foundation: First Foundation provides integrated investment management, wealth planning, consulting, trust, and banking services.
Jason D. Turner
President & Chief Executive Officer of Venbrook Insurance Services
Jason D. Turner is the Founder, President, and Chief Executive Officer of Venbrook Group, LLC. He is responsible for corporate leadership of the risk management, insurance and reinsurance broking firms, as well as developing and implementing core strategy, building infrastructure, and establishing the Venbrook vision and values systems. From modest origins as the sole proprietor of a retail brokerage, Jason has led Venbrook through a series of successful transitions and acquisitions
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About Venbrook Insurance Services: Venbrook Insurance Services is a national leader in insurance broking and risk management solutions.
Xing Xin
Chief Executive Officer of Paladin Cyber
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About Paladin Cyber: Paladin is cybersecurity simplified. Our mission is to make cybersecurity accessible and practical for all companies.
Peter C. Foy
Chairman, Chief Executive Officer and Founder of Peter C. Foy & Associates
As an innovative entrepreneur, Peter has designed a brokerage unique in its commitment to being the most client-focused firm in the industry and has attracted an experienced team of leaders who share his values. Prior to forming FOY in 1987, Peter was Vice President at Sedgwick James, the world’s third largest brokerage firm. At Sedgwick, Peter developed an expertise in employee benefits and P&C insurance. Peter also serves as Chairman of the Ventura County Board of Supervisors and is the Ventura County Supervisor of District 4.
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About Peter C. Foy & Associates: Peter C. Foy & Associates is a business services and insurance brokerage firm.
Timothy Gaspar
Founder & CEO of Gaspar Insurance Services
Tim Gaspar is the proud owner and principal at Gaspar Insurance Services. A lifelong entrepreneur, Tim started his first business in high school and ran a party equipment rental business while attending California State University, Northridge. Tim worked with Marsh & Co., an independent insurance agency in Encino, where he worked as a producer offering personal and commercial insurance and risk consulting. In February 2008, Tim purchase his book of clients from the Encino agency and founded Gaspar Insurance Services, Inc. As of 2017 Gaspar Insurance Services has over 40 team members and is one of the largest independent insurance firms in both Los Angeles City and the San Fernando Valley (as ranked by the LA and SFV business journals). Additionally, in 2017 Gaspar Insurance was ranked by Inc. magazine as of the fastest growing companies in America. Tim lives with his lovely wife Christina, who is an attorney with the Department of Justice, and with sons Ryan and Jonathan in Woodland Hills. In addition to loving what he does, Tim enjoys reading, exercise, music, Will Ferrell movies and travel. Additional info includes; – Chair, Board of Managers of the West Valley YMCA – Founder, CSUN Entrepreneurship Scholarship.
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About Gaspar Insurance Services: Gaspar Insurance Services offers custom insurance solutions for individuals and businesses.
Samad Wahedi
Founder & CEO of Glow
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About Glow: Glow is an insurance company that aims to transform insurance to better protect people.
Mark Lee
CEO of Enroll Hero
Co-Founder and CEO of Enroll Hero, the personalized recommendation tool for Medicare, helping seniors pick the perfect health insurance plan in seconds.
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About Enroll Hero: Enroll Hero helps seniors pick the optimal Medicare plan in seconds, empowering a smarter retirement.
Everett Lebherz
President, Co-Founder and CEO of PointCare
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About EVCO Insurance Services, PointCare: PointCare provides health insurance enrollment and reporting technology
