ABOUT US

Excellence in Investing for Children’s Causes Foundation

Partnering with The Sohn Conference Foundation

About Excellence in Investing Foundation

The Sohn Conference Foundation believes that investing in today’s youth leads to a better tomorrow. Across the country and around the world, we bring the world’s most successful investors to convene, connect and learn through annual conferences, all of which help support today’s underserved youth, improving their educational opportunities and life outcomes. The annual Sohn San Francisco Investment Conference, now in its 15th year, has donated more than $3M to invest back into our communities and our kids.

Board

Seth Blackman Headshot

Seth H. Blackman, President

Seth is a partner based in KPMG’s San Francisco office and serves as the Bay Area’s Asset Management Practice Leader. In his role, Seth is responsible for leading the firm’s hedge fund, venture capital, private equity, and real estate sectors in the Bay Area. Seth works with both domestic and international clients within the alternative investment sector, including fund of funds. He has extensive experience with various investment products, strategies and structures where he provides clients with key considerations and best practices. Seth is an audit partner and member of the firm’s national leadership committee contributing to the growth and development of its asset management practice.

Peter Lardner

Peter Lardner, Treasurer

Peter Lardner is a Managing Director and Banker in the San Francisco office of J.P. Morgan Private Bank, working closely with partners of hedge fund, private equity and venture capital firms to address their liquidity, tax, estate planning and investment needs. Pete draws upon two decades of experience helping founders launch and grow their firms, having led Goldman Sachs’s Prime Brokerage business on the West Coast. He started at Goldman in 2000 in London, where he worked in both equity and derivative sales. Prior to Goldman, he was a financial correspondent for Reuters news agency in London and Tokyo. Pete earned a B.A. from Dartmouth College and an M.B.A. from London Business School. He is a CFA® charterholder and a member of the CFA Society of San Francisco. Pete and his wife are raising their four children in Marin County.

James J. Frolik Headshot

James J. Frolik, Secretary

Jim is a partner at Shartsis Friese LLP in San Francisco and has focused throughout his career on representing investment advisers to hedge funds and other private investment funds (such as VC, PE, real estate and credit-focused funds) of all sizes. He is regularly listed in the International Who’s Who of Private Funds Lawyers, which features only the foremost practitioners, a co-author of U.S. Regulation of Hedge Funds, which was published by the American Bar Association, and is an active member of the Bay Area investment funds community. Jim received his BA and JD from the University of California at Berkeley.

Lindsay Costigan, CAIA

Lindsay Costigan is a Managing Director at BNP Paribas where she oversees Global Prime Finance Distribution across the Western U.S. She is responsible for sourcing and maintaining financing relationships with hedge funds and asset owners.

Prior to BNP Paribas, Lindsay spent time at Deutsche Bank, Bank of America Securities, and Jefferies, where she was responsible for Prime Brokerage Sales and Capital Introductions. Lindsay began her career as an analyst at US Trust and later in hedge fund due diligence at Wells Fargo Family Wealth.

Lindsay was recognized by the Hedge Fund Journal as one of 50 Leading Women in Hedge Funds (2023). Lindsay is also a member of the Milken Institute Young Leaders Circle (YLC) Los Angeles chapter.

Lindsay earned her BA in Economics from Occidental College and her MBA from Pepperdine University, she is also a Chartered Alternative Investment Analyst (CAIA).

Alice Kennon

Alice Kennon

Alice Kennon is the Head of Operations & Capital Formation at Invidia Capital Management, a private equity firm specializing in healthcare investments. As the firm’s second employee, Alice played a pivotal role in building Invidia’s operational infrastructure and is now focused on driving capital formation efforts. Before joining Invidia, Alice served as Managing Director and Head of West Coast and Texas Prime Brokerage Sales at Jefferies, where she led the expansion of a diverse client portfolio, including over 80 hedge funds, family offices, and both short-only and long-only funds, working directly with C-Suite executives. Alice began her career at Merrill Lynch in London, holding key roles across Equities, Capital Introductions, and Business Consulting, where she provided strategic guidance to both start-ups and established funds. In 2014, she relocated to San Francisco to lead West Coast Prime Brokerage Sales at Bank of America Merrill Lynch. Alice holds a BA in Economics from Durham University and is a Chartered Alternative Investment Analyst (CAIA).

Michael Moscuzza

Mike is the Director of Investor Relations at No Street Capital where he is responsible for managing the firm’s institutional investor relationships, assisting in product development and driving new business opportunities. Prior to No Street, Mike led Investor Relations and Business Development at the multi-billion-dollar asset management firm Harvest Capital Strategies and previously worked UBS and Lehman Brothers focusing on alternative investment strategies for family office and institutional investor clients. Mike holds a degree in Management Science with honors from the University of California, San Diego and earned his Chartered Alternative Investment Analyst (CAIA) designation in 2013.

Patrick Wolff

Patrick Wolff, Founder

Patrick founded Excellence in Investing in Children’s Causes in 2010. Inspired by the Ira Sohn Conference in New York, he had three interconnected goals: to raise funds to support nonprofit organizations that improve education opportunities and life outcomes for underserved youth, to increase awareness in the financial community of the many nonprofits doing this important work in the Bay Area, and to create an annual social and investment gathering. Patrick has over twenty years of experience in business and finance. He graduated from Harvard University in 1997 with an AB in philosophy, magna cum laude and phi beta kappa. Patrick is also a chess grandmaster and played chess professionally before graduating from Harvard, and was twice US Chess Champion in 1992 and 1995.

Over $3 Million Donated

to support Bay Area organizations focused on improving educational opportunities and life outcomes for
 underserved youth.

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