Links: 

• LinkedIn

Partner | Perpetuate Capital

Brandt Brereton is co-founder and partner of Perpetuate Capital. Perpetuate is a structured equity fund that marries Christian capital providers with Christian business owners seeking liquidity or growth capital and who also want to ensure the independence and ministry legacy of the business remains unchanged during and subsequent to their involvement.  

Prior to his participation in Perpetuate Capital, Brandt served as the President of Brereton, Hanley & Co., Inc. a boutique investment bank in Silicon Valley he founded in 1995 that advises middle market companies on M&A, Private Equity and Employee Stock Ownership (ESOP) / Employee Share Ownership Trust (ESOT) transactions.

God benched Brandt from investment banking two-thirds of the way through his thirty-year business career, and he became a senior executive of City Team Ministries International for two years. He was released back into investment banking after the Lord acutely focused him on His agenda for the world, infusing a renewed passion for educating Christian business owners on the ESOP sale alternative in order to perpetuate ministry supported by those client businesses.

With an equal depth and breadth of experience across the three most common liquidity events and leveraged finance generally, Brandt offers comparative education, advice and execution to owners struggling with the tension that exists between perpetuating the ministry impact of the business and the need for it to receive outside capital for either shareholder liquidity or growth.  

Brandt earned a BA in Finance from San Jose State University and has attended executive education courses at Harvard Business School.

CONTRIBUTIONS TO FAITH DRIVEN INVESTOR

Links: 

• Permanent Equity

CEO/Founder | Permanent Equity

Brent leads the firm, and more specifically the acquisition and diligence teams, while supporting portfolio company operators.  

Brent serves on the board of Love Columbia, a mid-Missouri-based non-profit. 

Brent is raising three young daughters with Dr. Erica Beshore, participating in church activities, and occasionally enjoying competitive tennis and bad golf. 

CONTRIBUTIONS TO FAITH DRIVEN INVESTOR

Chief Investment Officer | Crossmark Global

Bob joined Crossmark in May 2021 as Chief Investment Officer (CIO), bringing over 40 years of industry experience to guide the investment process and serve as portfolio manager for multiple Crossmark large cap strategies. He also utilizes his investment expertise to provide weekly and quarterly investment commentaries, as well as annual market predictions. Bob is a regular guest and contributor to multiple media outlets such as CNBC, Bloomberg TV, Moneywise, and Fox Business News. Prior to arriving at Crossmark, he held the roles of Senior Portfolio Manager and Chief Equity Strategist at Nuveen and Blackrock, President and Chief Investment Officer at Merrill Lynch Investment Managers, and Chief Investment Officer at Oppenheimer Funds, Inc.

Bob graduated from Lehigh University with a B.S. in Accounting and a B.A. in Economics. He later went on to earn an M.B.A. from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant (CPA) and holds the Chartered Financial Analyst (CFA®) designation, as well as the FINRA Series 7 and 63 securities licenses.

Bob dedicates his time as choir director at his local church and also serves on a number of boards including the Alliance of Confessing Evangelicals, Word of Life Fellowship, New Canaan Society, Kingdom Advisors, National Christian Foundation, Gordon Conwell Theological Seminary, The Lausanne Movement, Movement.org, Cairn University, Christianity Today, and the Princeton Healthcare System.

Bob and his wife Leslie currently reside in Princeton, New Jersey and have three children.

CONTRIBUTIONS TO FAITH DRIVEN INVESTOR

 Links:

• LinkedIn

President and COO | Applied Ceramics

Bio:

Leads a family business as one of three second generation brothers. Applied Ceramics is a manufacturing business that has been in operation since 1967 and focused on becoming a world class organization that honors the past while moving towards the future. He creates value for customers, employees, and owners with a company culture that demands doing what we say, treating others the way we want to be treated, and exceeding expectations as best we can.

Bobby can see the bigger picture and how things fit together in an organization in order to align team members around a common purpose key factors. He values a team atmosphere and can determine how to optimize a group’s performance to maximize the return given the resources. He also believes in continuous improvement and that world class is a journey, not a destination.

CONTRIBUTIONS TO FAITH DRIVEN INVESTOR

 Links:

• LinkedIn

Co-Founder and Managing Director | CLX Ventures

Bio:

Brad is a seasoned real estate executive with a 32 year track record of success in development, investment management, leasing, portfolio management and strategy, asset management, investment sales, acquisitions and dispositions and for three national real estate firms, as well as his own company. Brad started Copeland Commercial 10 years ago and has completed in excess of $500 million of Industrial and Multi-Family development projects.  Brad also has extensive experience on a local, national and global level. Since 1999, he has negotiated numerous joint venture structures and has a development track record totaling over 200+ buildings, 42,000,000 S.F., and $2.5+ B in gross asset value.

Brad began his career at the Trammell Crow Company where he was a partner in the firm.  In his next role, Brad was named National Director of Acquisitions and  Development for Crow Holdings’ Industrial REIT. In 2002, Crow Holdings’ sold the REIT to ING Clarion Partners  where Brad then served as a Director in the firm and the Chief Investment Officer of Lion Industrial Trust, one of  ING Clarion Partner’s largest open-ended funds with total assets under management of $4.1B and over  75,000,000 SF. Additionally, Brad was responsible for key client relationships and sourcing new investment  opportunities for ING’s other commingled funds and separated account clients. Brad also chaired ING’s Global Industrial Platform.

CONTRIBUTIONS TO FAITH DRIVEN INVESTOR