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Financing the Future: Family Offices & Social Impact

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Babson College

231 Forest Street

Olin Hall - Needham/Wellesley Room

Babson Park, MA 02457

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Financing the Future series kickoff at Babson College


Family Offices & Social Impact

with:

Steve Shaya, J&B Medical Supply
Peter Braxton, Envoi
James Benedict, Kidd & Company


in collaboration with:


About Financing the Future

In the Financing the Future series, hosted in collaboration with The Cutler Center for Investments and Finance, we will explore the crucial role of capital in driving social progress.

How will we finance our future? What new financing mechanisms are being created? What role do large corporations, NGOs, government agencies, community foundations, family offices, philanthropists and investors play? What's working? What's needed?

Investing in social progress and managing societal dilemmas is complex and takes time. It requires a new understanding, new forms of collaborative relationships, innovative financing schemes, and the moral and financial courage to put capital where the highest ROI is recalibrated and recalculated to accelerate economic and social progress.


About the Speakers

Peter Braxton

Peter Braxton is the head of the Chicago Office and Director at Envoi, LLC, a Management Owned Private Family Office. Envoi represents 30+ Families with 1.7 BB Liquid assets and 3.5 BB Total Balance Sheet assets to Private Banks, Trust Companies and Investment Managers as agents/advocates and family office staff. Peter is a former Air Force Pilot, Private Banker at Credit Suisse and Tech Entrepreneur, Investor, Executive Coach and spent almost 3 years at a Single Family Office as Chief of Staff/COO in Chicago.

Envoi is a management owned Private Family Office headquartered in Minnetonka Minnesota. Founded in 2006, Envoi is the family office staff/employees for Ultra High Net Worth individuals and their families. Not an asset management firm, Envoi differentiates itself because it is completely de-conflicted; it serves and advocates on behalf of sophisticated families, delivering comprehensive wealth counsel for taxable investors with substantial net worth; representing families to brokerage firms, investment managers, trust companies and private banks. Peter leads the Chicago office, introducing families to bespoke and customized, holistic solutions and resources that augment the business of the family, not the family business, two distinct things.

James Benedict

James has a passion for discovering and leveraging human capital to drive financial and social outcomes. He has successfully applied this talent across a variety of industries, stages of company development, and geographies.

In addition to co-founding Left Tackle Capital, James is a partner with Kidd & Company (KCO), a family office private equity firm. James serves on the NextPhase Medical Devices & Colerain Family RV board of directors, and is an observer on the Logistyx Technologies board of directors. Prior to joining KCO, he was Senior Managing Director and Chief Talent Officer at Spencer Trask & Co, a venture capital firm who made the initial investments in category changing companies, including Ciena, Next Level Communications, Health Dialog, Myriad Genetics & Prolor Biotech. James oversaw talent acquisition and development across the Spencer Trask portfolio, and also served on the boards and advisory boards of several Spencer Trask companies.

James has been actively involved in several purpose-led endeavors, including Maverick Collective, BRAVA Investments, Young Audiences Charter School, Mogul, and the NYU School for Social Entrepreneurship. Along with Thomas LeDet and Sebastian Harris, James is co-author of Rocka My Soul. Rocka My Soul is the story of the 1981 Jack Yates Lions, the first all African-American football team to advance to the Texas state championship post-segregation.

James has a Ph.D. in International Economics from Columbia University, a B.A. from Baylor University, and a Certificate on Monetary and Fiscal Policy from the Japanese Ministry of Finance.

Steve Shaya

Dr. Shaya is the Chief Medical Officer and EVP of Corporate Development of J & B Medical, a global healthcare solutions company. J & B is a privately held global health care consortium owned by the Shaya family based in Wixom, Michigan. Founded in 1996, J & B has sixteen different business enterprises and has customers in 48 states and 28 countries. His role oversees all strategy, innovation and growth in the company including their innovative work in telemedicine that brings medical services and expertise to remote locations globally and within the US. Dr. Shaya has received many recognitions including becoming a Knight of Grace for the Knights of Malta, the 2015 Global Distinguished Health Care Award from the Center of Economic and Leadership Development, and a United States Congressional Commendation. Dr. Shaya received the Global Medical Innovation and Leadership Award in 2016 at the United Nations along with a commendation from the New York State Senate. In 2017, Dr. Shaya established his family office, Akkad Holdings which is focused on health care solutions investment opportunities.



Event Location:

Needham/Wellesley Room
Olin Hall
Babson College
Wellesley, MA

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Location

Babson College

231 Forest Street

Olin Hall - Needham/Wellesley Room

Babson Park, MA 02457

View Map

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