Midday Keynote Session
Presented By: Merrill Lynch Singh & Associates
Moderator:
Managing Director | Senior Resident Director
Merrill Lynch
Tom has spent the last 22 years at Bank of America/Merrill Lynch where he considers himself an “Intra-Preneur”. He is the founder of a 9 person boutique within the company called Singh & Associates.
He and his team specialize in pre-exit planning for business owners looking to sell their company in 12-36 months. By using their Proprietary financial Modeling Process, they run various simulations and prescribe strategies to help owners maximize their desired outcome.
He also oversees the Avalon location of Merrill Lynch managing 9 Billion of client assets and has been named the top 13 “Best in State Wealth Advisors” list by Forbes Magazine – 4 years in a row.
Panelists:
Founder & CIO
Harbinger Sports Partners
Rashaun Williams is Founder, CIO of Harbinger Sports Partners & Guest Shark on ABC's Shark Tank. He is also a Limited Partner with the Atlanta Falcons and has over 170 investments under his belt with over 50 exits. Mr. Williams is the founder of his family office Value Investment Group and was a general partner in the MVP All-Star Fund. He co-founded venture capital fund Queensbridge Venture Partners where he was an early investor in companies like Robinhood, Coinbase, Casper, Ring, PillPack, Lyft & Dropbox.
An expert in illiquid secondaries he started his career at Wall Street firms such as Goldman Sachs, Wachovia Securities & Deutsche Bank doing over-the-counter fixed income. That inspired his journey into illiquid secondaries in venture capital and now pro sports teams.
In 2007 he founded Dixsville Partners, a private equity fund investing in infrastructure development and mineral companies in West Africa. With a passion for financial literacy and entrepreneurship Mr. Williams founded the Kemet Institute in 2001, a non-profit focused on providing free financial literacy, entrepreneurship and life skills classes to under-served communities and schools.
He is currently on the Board of Directors for The Atlanta Opera, is a member of Kappa Alpha Psi, Inc. and summa cum laude graduate of Morehouse College.