Monica Richter: Evan Sturza, Stephanie Guilpin and I had the pleasure of connecting in NYC recently. Evan and I sit on the Board of Trustees of Pilobolus – a fabulously innovative, rebellious dance company. At a recent gala celebration, we also had the joy of reconnecting with Greg Warner. If interested in sitting on an amazing not-for-profit board, please reach out.
Miguel Osio: Almost 32 years since we moved to NYC. My older son Miguel Jr. is getting married in June next year and lives in Brooklyn. My younger son Ale is now 27 and also lives in The city. Laura is doing great and took into a new hobby – car racing. She drives at 150 miles per hour like nothing is happening. I am still the psychologist, family advisor, investor and “happiness maximizer of various families and entrepreneurs at Morgan Stanley. Still take some days off to Surf in Hawaii during the winters. Also kept in touch with- and see the Wharton Mafia sometimes – Gustavo, Alfonso, Paolo, Fernando, Federico, Javier, Claudio, Hal, Juan Manuel, Carlitos, Jaime, Federico y Joaquin….It has been a challenging yet fun ride over the past years. Hope to see some of you in November. Carpe Diem; ole ole ole ole ooooleeee ooooleeeee!
David Thevenon: After 2 years of border closure in Australia, I took a 4-month leave to spend time with my family, reconnect with friends, cycle through the Alpes and do numerous sporty and fun adventures. In Paris, I caught-up with Erik Alme. Al Paas visited me in Nice, and we went for a great weekend in Saint-Tropez. Now back in Sydney, please call if you are in town!
Marty Secada: I’ve been running an advisory and consulting firm for more than 30 years working with clients like Goldman Sachs, JP Morgan Chase, UBS and assorted alternative investment funds. During the Long Term Capital Management debacle of the 1990s, Swiss Bank, my client, took over UBS and I came back as part of a team working on the re-organization of the integrated firm. Once back, I launched a group of Wharton alum investing directly in Private Equity which morphed into the IVY Family Office Network, IVYFON, a large network of family offices looking at investment deals and funds from small to large. We’ve been very good at being early to investment concepts, knee deep in hedge funds pre-2008, pivoting to private debt and secondaries after the 2008 crash and then to crypto in 2014 cooperatively working with Pantera capital and others. Today we spend a good deal of time looking at distressed and special situation opportunities. Hundreds of UPenn and Wharton alum have presented to our group. Also, I spend time working with two not for profits, Working Nation (WN) and ConnectOurKids (COKids) as part of their executive committees. With WN, we’ve added several family offices from IVYFON to the executive committee and we help formulate strategy on educating people about the jobs of the future. WN was founded by Art Bilger a Wharton alum, storied banker and investor out of Southern California. We are rolling out their strategy for Hispanic Outreach which you can find out more about here – https://docsend.com/view/f3ubeb5cpqsjcxeh. I’ve been very fortunate also to join COKids and am shaping their executive committee. COKids helps the 400,000 foster kids in the United States find placement with close or distant family members using 20+ datasources and a state of the art visualization interface, shortening a months long, time-consuming search for family, with due diligence, to a matter of minutes. The vast majority of USA foster kids are African American or Indigenous American and this helps them find family. If you have an interest in COKids executive committee, please contact me. You can find out more about them here – https://docsend.com/view/f8k5nvprsy882bzc When not working, I split my time between South Florida and the Northeast playing as much Pickleball as I can.