Bio:
Wendy Rogers serves as Vice President, National Relationship Management. Wendy works with donors to build their family legacy by connecting them with creative giving solutions. As a third-generation family business owner and corporate director with 25 years of experience, Wendy brings special insight to family businesses on how to facilitate stewardship.
Bio:
Wes Lyons is a General Partner at Eagle Venture Fund, where he leads Eagle’s investment theme of combating human trafficking. Wes has previously been a co-founder in two private equity funds focused on real estate and venture capital, helping to lead over $1B in real estate and venture deals. Wes was also a Lieutenant Commander in the US Navy, where he was the officer in charge of the US Navy detachment to the Philippines in 2018, assisting the Filipino military in re-taking a city from ISIS.
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Will Lofland leads the sales efforts for the GuideStone Funds® lineup of registered mutual funds. In addition, Mr. Lofland oversees GuideStone’s shareholder advocacy strategy and represents the firm as a participant in the Interfaith Center on Corporate Responsibility.
Mr. Lofland joined GuideStone® in 2014 as the manager of institutional sales, where he was responsible for direct institutional sales and financial advisor outreach, including establishing firm-level relationships and expanding awareness of the GuideStone Funds brand in the financial advisor marketplace. Prior to assuming his responsibilities at GuideStone, Mr. Lofland was a wholesaler with Fidelity Institutional Asset Management. Prior to Fidelity, he served as a financial advisor with Merrill Lynch, the Wealth Management division of Bank of America, and spent time at the Federal Reserve Bank of Dallas in the Economic Research area.
Mr. Lofland holds a Bachelor of Arts degree in economics from Baylor University.
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Trevor is the president, and chief development officer of Craftwork.
Craftwork partners with the largest multifamily landlords in commercial real estate to design and service the next generation of apartment building – one that integrates the experience created through the highest vision of Craft-Coffee and Coworking. Craftwork’s integrated “space-as-a-service” platform gives apartment residents, coworking members, and coffee patrons what we all long for: true community and connection in an increasingly isolated world.
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Bio:
Prior to founding AlignPact in 2018, Tom’s background includes 30+ years of operating and investing experience in venture backed companies as well as experiences in both the consulting and academic worlds.
Tom joined DCM Ventures, a Silicon Valley venture capital firm, in January of 2000, when the partnership had one office in Menlo Park, California and a little over $200MM in committed capital. Over the next 17 years, the firm added offices in Beijing and Shanghai, China as well as Tokyo, Japan, and grew their assets under management to $3.8B across more than a dozen funds. With a focus on innovation in financial technology (FinTech) and technology and services that empower entrepreneurs and small businesses, Tom led DCM’s investments in PayCycle (acquired by Intuit), HireRight (IPO on NASDAQ; acquired by USIS), Jaspersoft (acquired by Tibco), Caring.com (acquired by Bankrate), Vendavo (acquired by Francisco Partners), Vindicia (acquired by Amdocs), and Bill.com.
Tom began his technology start-up career with a six-year stint at Intuit, joining the then-private company a month prior to the launch of Quicken for Windows 1.0 and finishing his time there as GM of the QuickBooks division. In the late nineties he was an early executive at two more start-ups, Fatbrain.com and Encanto Networks.
Prior to joining Intuit, Tom was a consultant at Bain & Co in their Boston and San Francisco offices. He received a BS in Mechanical Engineering from Stanford University and an MBA from the Tuck School of Business at Dartmouth College.
While transitioning from DCM to AlignPact, Tom also served as Executive Director of Private Equity at the Center for Private Equity & Venture Capital (CPEVC) at the Tuck School of Business at Dartmouth. Following his two-year tenure as Executive Director, Tom continues to serve as a Senior Fellow at the CPEVC as well as pursue research into private equity structures that allow optimal alignment between investors and entrepreneurs interested in building enduring organizations beyond traditional PE investing time horizons.
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Tom Darden is founder and CEO of Cherokee and its predecessors. Cherokee has raised over $2.2 billion in five institutional private equity funds, and invested this capital in the acquisition, cleanup, development, and sale of approximately 550 environmentally contaminated real estate assets in the US, Europe and Canada.
Tom began investing personal capital in environmental companies before raising institutional private equity funds, and approximately 25% of his early stage investments have been founded or co-founded by him. Since the 1980’s he has invested in over 100 companies including Cherokee Environmental Risk Management (environmental insurance), Brownfield Revitalization (new markets tax credits for brownfield redevelopment), Tethis (biological superabsorbent), Living Homes (green buildings), Cherokee Biotechnology (biological remediation), Cherokee Solar (solar energy), Eco-Site (cell towers), Consert (demand-side energy management), PGSI (supply-side energy management), and Industrial Heat (energy).
Tom began his career with Bain & Company in Boston, working with Bain from 1981 to 1984. Beginning in 1984, he served for 16 years as the Chairman of Cherokee Sanford Group, the largest private brick manufacturing company in the United States and previously the Southeast’s largest soil remediation company.
Tom has served or continues to serve on numerous boards, including the Boards of Shaw University, Environmental Defense Action Fund, Research Triangle Institute, the University of North Carolina’s environmental department, Winston Hotels, Waste Industries, Gentra Systems, Consert, Inc., Evofem, The Prince of Wales Trust, WakeMed Hospital, and Helping Hand Mission. He was Chairman of the Research Triangle Transit Authority and served two terms on the N.C. Board of Transportation, through appointments by the Governor and the Speaker of the House.
Tom earned a Master in Regional Planning from the University of North Carolina at Chapel Hill, a JD from Yale Law School and a BA from the University of North Carolina at Chapel Hill, where he was a Morehead Scholar. His 1976 undergraduate thesis analyzed the environmental impact of third world development and his 1981 Yale thesis addressed interstate acid rain air pollution.
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Inter-Generational Generosity by Wendy Rogers
The day after selling our operating company we knew we were in the family office business and we knew we had a great deal to learn about the preservation aspects of wealth, but we then had to get real focused on the growth aspects of those assets.