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Rich Kent : Friends Fiduciary Corporation
David J Reuter : LLR Partners Inc
Jocelin Reed : Independence Asset Advisors
Rahul Shah : AlphaOne Capital Partners
Rich Kent - Friends Fiduciary Corporation: Rich is a veteran investment professional with experience in major facets of investment management including portfolio management, equity research and new business development. From 1988 through 2009, Rich worked at the Wilmington Trust Company as a Vice President portfolio manager. He is currently chief investment officer at Friends Fiduciary Corporation and holds the personal belief that learning is an ongoing process that fuels a drive to expand knowledge base. Rich holds a Bachelor of Sciences in Finance from Lehigh University and an M.B.A. in Financial Management from St. Joseph’s University.
David J Reuter - LLR Partners Inc: David is a partner in LLR Partners., a private equity firm with over $1.4 billion under management. LLR Partners helps talented entrepreneurs grow their businesses by providing capital, strategic counsel, and access to the Mid-Atlantic region's most extensive business network. They invest in a broad range of growth industries, with a focus on expansion capital, buyouts, and negotiated investments in public companies. David manages software and financial services investments. Prior to LLR Partners, David held various positions in the Growth Company Practice of Arthur Andersen LLP, which provided accounting and consulting services for clients in the Greater Philadelphia region. His management consulting services included financial analysis, market research, merger and acquisition transaction support, due diligence, and business valuation as well as audit and accounting services across a broad range of industries. Prior to Arthur Anderson, David provided consulting in sales, marketing, and strategy to middle market enterprises. David hold a Bachelor's degree in Business and Economics from Lehigh University, where he graduated with Honors. He serves on the Board of Directors of the Greater Philadelphia Venture Group and Urban Blazers Foundation. He is a CPA and a member of the AICPA and PICPA.
Jocelin Reed - Independence Asset Advisors: Jocelin is Vice President of Research and Portfolio Management at Independence Asset Advisors in Wynnewood, PA and currently leads the firms efforts in asset allocation, developing internal research on market conditions and asset categories, and oversees investment manager research and due diligence functions. Previously, she was director and senior portfolio manager at Mellon Capital Management in Philadelphia, developing extensive investment experience working in a research focused environment. In the latter 90s through 2013 she served as a portfolio manager for the Domini Social Index Fund and thereafter for the Dreyfus Third Century and Socially Responsible Growth Funds. She has a Master of Business Administration from the Joseph M. Katz Graduate School of Business and a Bachelor of Science in Finance from Penn State.
Rahul Shah - AlphaOne Capital Partners: Rahul Shah currently works for AlphaOneCapital Partners as an investment manager. Rahul brings over six years of experience specializing in the global energy and basic materials sectors.Prior to AlphaOne, Rahul worked at an equity affiliate of Nuveen Investments, focusing in the same sectors and covering a wide range of market capitalizations. Previously, Rahul spent over ten years in both consulting and start-up/small company settings. He co-founded a digital music company and was chief corporate development officer for a clinical trials informatics company. Rahul began his business career as a management consultant with Monitor Company, where he worked with Fortune 100 clients across a range of industries and geographies including Hong Kong, Mumbai, Toronto and Cambridge. Rahul earned his Bachelor of Science from the Massachusetts Institute of Technology and his MBA from the University of Michigan.