Links: 

• LinkedIn

CEO | Movement Mortgage

A glance at his resume and you may think to Movement’s CEO, Casey Crawford, greatness lies in achievements like NFL Super Bowl champion, founder and CEO of a multibillion dollar mortgage company, and becoming a sought-after media guest whose appearances span CNBC’s Squawk Box, Bloomberg and Fox News with print features in The Wall Street Journal and TIME Magazine.

There’s no doubt the 2015 Ernst & Young Entrepreneur of the Year is ambitious. But what truly drives him is not a championship ring or reaching the top of the corporate ladder. It’s meeting others’ needs.

As a child, Casey watched his father and grandfather use entrepreneurship as outreach. Whether the need was material, employment, friendship or a good example, he saw how business could be used to meet it.

Following his football days during a stint in real estate, Casey became alarmed by glaring inadequacies within the lending industry. The greed and corruption among leadership, the lack of value and care toward employees, and the inattentiveness toward community problems seemed like wide open opportunities.

Casey’s response? Movement Mortgage, established in 2008 on the Christian values he shares with co-founder Toby Harris. Movement was developed as a hope-filled paradox to a dismal reality, with a mission to be a Movement of Change in our Industry, Corporate Cultures and Communities.

Today, the company employs more than 4,500 and has over 650 locations in all 50 states. In 2017, Movement ranked among the top 10 purchase lenders by financing 1 in every 60 home purchases in the country, totaling more than $13 billion in originations. As prosperity increases, so does the overflow into people’s lives. The non-profit Movement Foundation has invested more than $25 million toward community improvement and meeting the needs of the underserved around the globe.

Casey continues to spread this vision of greatness from Charlotte, N.C. where he lives with his wife, Michelle, and their two daughters.

Links: 

• LinkedIn

• Light Point Portfolios

• Kingdom(k)

President and Director of Institutional Sales | Beacon Wealth Consultants and LightPoint Portfolios

Cassandra Laymon is the President of Beacon Wealth Consultants and Director of Institutional Sales for LightPoint Portfolios. Cassandra holds a Master’s Degree in Adult Education and an MBA, both from Rutgers University. She is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. She is a dynamic public speaker and has presented at national conferences for the C12 Group and Kingdom Advisors. For five years she led the Biblically Responsible Investing special interest group for financial professionals who are members of Kingdom Advisors.

Cassandra partners with business owners and churches as a Certified Plan Fiduciary Advisor to better understand their company retirement plans, to make them as efficient and cost effective as possible, and to help financial advisors and business owners to better understand their fiduciary responsibilities for their 401(k) and 403(b) plans.

Cassie is the author of two books, “I Found Jesus in the Stock Market” and “The Retirement Game for Nurses.”

Links: 

• ARK Investment Management LLC

Investment Adviser | ARK Investment Management LLC

Cathie registered ARK Investment Management LLC (“ARK”) as an investment adviser with the U.S. Securities and Exchange Commission in January 2014. With over 40 years of experience identifying and investing in innovation, Cathie founded ARK to focus solely on disruptive innovation while adding new dimensions to research. Through an open approach that cuts across sectors, market capitalizations, and geographies, Cathie believes that ARK can identify large-scale investment opportunities in the public markets resulting from technological innovations centered around DNA sequencing, robotics, artificial intelligence, energy storage, and blockchain technology. As Chief Investment Officer (“CIO”) and Portfolio Manager, Cathie led the development of ARK’s philosophy and investment approach and has ultimate responsibility for investment decisions.

Links: 

• LinkedIn

Director of Practice Management | Brown and Company, Inc.

Chad Hamilton is Director of Practice Management at Brown and Company, Inc., and has more than 20 years of experience in the wealth advisory industry.  Previously, he was V.P. of practice management for one of the largest independent wealth management firms in the country, where he built customized tools, processes, and marketing resources for nearly 200 wealth advisors. Chad was also national director of wealth planning for a large regional bank, is a CFP® and Chartered Advisor in Philanthropy. Chad is the author of two books, Deep Wealth and Redefining Financial Freedom, and has contributed to leading financial publications including CNBC, Investors’ Business Daily, Money Magazine, Financial Advisor IQ, and Financial Planning Magazine.

Links: 

• LinkedIn

Senior Vice President and the Chief Investment Officer | Everence

Chad Horning, CFA®, serves as a Senior Vice President and the Chief Investment Officer of Everence®. He is also a member of the Everence Senior Leadership Team. As the Chief Investment Officer, Chad provides oversight and leadership to Everence investment processes. He joined Everence in 1999, serving as an Equity Analyst. From 2000 to 2008, he served as Equity Investment Manager and Senior Equity Investment Manager. Chad also serves as the President of Praxis Mutual Funds®, a leading faith-based, socially responsible family of mutual funds from Everence designed to help people and groups integrate their finances with faith values. He serves on the investment committee of the Mennonite Education Agency and is a frequent guest speaker at economic, educational and civic organizations. Chad earned his Bachelor of Arts degree in economics from Goshen College, and his Master of Arts degree in economics from the University of Maryland. He earned his Chartered Financial Analyst® designation in 2001.

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.