Sam Weatherford

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Partner | Weatherford Capital

Bio:

Sam Weatherford is a Partner at Weatherford Capital. He is primarily responsible for deal sourcing, portfolio management, investment analysis, and transaction execution.

He has over 14 years of direct private equity investment experience, having led the execution of over 40 direct investments across the US, Asia, Africa, South America, and Eastern Europe. Prior to Weatherford Capital, Sam was a founding member of Schulze Global Investments, a private investment firm focused on the world’s most dynamic frontier markets — acquired by Cerberus Capital Management and renamed Cerberus Frontier in 2018. In addition to being an avid world traveler, his investment career has led him to live in China and Ethiopia, developing a high level of proficiency in Chinese. Sam serves on multiple boards including CloudFactory, a global leader in tech-enabled managed workforce solutions for companies operating and developing artificial intelligence and machine learning tools. Additionally, Sam is a founding member of the Peterson Institute for International Economics’ Global Future Council, the leading economic and financial affairs think tank in North America.

A graduate of Fordham University, Sam is married to Salime; they reside in Dallas, Texas with their three children.

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Sanford Coggins

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Founder and CEO | VisionWise Capital

Bio:

The VisionWise Capital team is headed by company founder and CEO Sanford Coggins. Sanford’s unique background as a Commercial Real Estate Broker/Principal, and 25 years as a Wealth Advisor combines a history of real estate underwriting with the experience of a Registered Investment Advisor (“RIA”).

He is one of few professionals who have been able to successfully transition from being an RIA to a Sponsor of RIA-friendly commercial real estate Alternatives through his company, VisionWise Capital, which controls $51M of real estate assets.

Sanford began his professional career as a Commercial Loan Officer underwriting loans for real estate and energy related credits. He has served Investors as a Commercial Real Estate Broker and Principal of over $500 million in commercial real estate acquisitions and dispositions.

As Vice President, Wealth Management Advisory at Merrill Lynch for 16 years, Sanford managed over $100M in client assets, and co-developed a three-year $77M pilot project creating financial opportunities for the region’s ethnically diverse communities. Sanford earned ML’s Lifetime Achievement Award for leadership and excellence.

Sanford holds a post-graduate Certificate of Entrepreneurship from the University of Southern California, and received his BA from the University of Texas at Austin, where he played football on a four-year scholarship. Sanford has been a featured speaker for colleges, universities, and industry conferences including courses on Business Financial Strategies at UCLAs Price Anderson School of Business, and Alternative Investments at several IMN, iGlobal, and ADISA Conferences.

Life:

Sanford and his wife, Robin, live in Southern California and have three adult children.

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Scot Clevenger

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Senior Vice President | Corporate Finance, MacDonald Realty Group

Bio:

Mr. Clevenger is responsible for relationships with HNW Individuals, Family Offices and Private Equity Firms for the growth and refinancing capital requirements of MRG Holdings. Prior to association with the company, Mr. Clevenger held executive positions with Integrated Financial, Rainier Capital, Encore Equities, and began his career as an auditor with Alexander Grant & Co. Mr. Clevenger has an MBA from the Price School of Business at the University of Oklahoma.

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Scott Calhoun

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Managing Director | Ronald Blue Trust

Bio:

As Managing Director, Scott oversees the growth and expansion of the Family Office division. In addition to his leadership role, Scott has over 25 years experience helping families intentionally design a multi-generational plan for transferring the social, spiritual, and financial capital necessary for the family to thrive. His biblical worldview and uncommon approach in the areas of financial, estate, trust, and investment planning emphasize a principle driven wealth transition that properly prepares and equips each generation.

Prior to joining Ronald Blue & Co. (the predecessor company to Ronald Blue Trust) in 2013, Scott worked as the Executive Vice President of Glenmore Advisors LLC, Regional Director of Convergent Wealth Advisors, and with Synovus Family Asset Management as a Director of the Financial Strategies Unit. He has spoken frequently for the Family Office Exchange (FOX) and other associations on several different topics including Opportunities and Challenges in the Fixed Income Markets and Cutting Edge Developments in the Interaction between Different Disciplines in Private Wealth Management. Scott is also a former United States Marine.

Scott graduated from the University of Georgia with a Masters of Accountancy (Tax) and a BBA (Accounting). He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNERTMprofessional, a Personal Financial Specialist (PFS), a Certified Investment Management Analyst (CIMA®), and a Certified Wealth Strategist® (CWS®).

Life:

Active in his community, Scott is a board member of the Fellowship of Christian Athletes of East Cobb County and previously served on the University of Georgia, Terry College of Business Alumni Board. He is a member of the Atlanta Estate Planning Council and is also a Children’s Healthcare of Atlanta (CHOA) Legacy Advisor.

Scott and his wife, Tiffany, have two children and live in Marietta, Georgia.

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Scott Friesen

Links:

Co-Founder | Verdant Frontiers

Bio:

Scott Friesen is a serial entrepreneur who has started, grown, and sold companies since 1998. He has helped to orchestrate the sale of three of U.S.-based businesses in technology, media, and online advertising. He’s led sales, operations, and technology teams and has a track record of producing consistent growth and profitability.

More recently, he co-founded Verdant Frontiers and has started five companies in Ethiopia with the goal of creating an industrial revolution in the country.

Life:

Scott is the proud co-founder of a family of three children who live together in Austin.

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Scott Luttrell

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CEO | LCM Group, Inc.

Bio:

D. Scott Luttrell is CEO and Chief Investment Officer for LCM Group, a privately-owned diversified investment company and family office headquartered in Dallas, Texas.  Mr. Luttrell founded LCM Group in 1988 to focus on the growing opportunities in the alternative investment sector, including hedge funds, private equity, venture capital, private real estate, and private debt. Mr. Luttrell launched his first hedge fund in 1988, and after three years merged his investment firm’s global macro investment fund with that of Caxton Associates, LLC,  where he was responsible for portfolio risk management and the firm’s global fixed income group.

Mr. Luttrell currently serves on the Board of Trustees and Chairman of the Investment Committee for the YMCA Retirement Fund, a $7.5 billion retirement fund serving the employees of the YMCA. Mr. Luttrell also serves on several private company Boards and is active in various academic and community organizations including serving on Southern Methodist University’s Cox School Executive Board and the Cox School Alternative Asset Management Center Board of Advisors, is Chairman of the Board of East-West Ministries, Board of Directors of HOI (Helping Others Internationally), and the Board of Trustees to the National Christian Foundation of North Texas. Additionally Mr. Luttrell serves as Chairman of the Board of Advisors to specialty lender North Avenue Capital and private equity firms Ballast Point Ventures, Mangrove Partners, Coltala Partners and Indigena Holdings. Mr. Luttrell is Founder and Trustee of The Light Foundation.

Mr. Luttrell served for twelve years on the Board of Directors of Florida Bank Group, Inc., a Federal Reserve regulated bank holding company, until its sale to IberiaBank (IBKC: NASDAQ) and served for fourteen years on the Board of Directors of Cbeyond, Inc. (CBEY:NASDAQ) prior to its sale to Birch Communications.

Mr. Luttrell received his degree in Business Administration/Finance in 1977 from Southern Methodist University in Dallas, Texas. In 2001, Mr. Luttrell attended Harvard Business School’s Executive Education program in Corporate Governance. Mr. Luttrell and his wife, Laura, have been married 41 years and have two adult children and two grandchildren. The Luttrell family are active members of Watermark Community Church.

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