Jeff Bocan is the head of the Los Angeles office but spends substantial time in the Michigan office.  He is responsible for investment sourcing, analysis, deal execution and portfolio management. At present, Jeff’s primary focus is on a new circa $100MM later-stage venture fund dedicated to companies that are based in, or with substantial operations in the state of Michigan – with a particular focus on companies in clean technology and health care sectors.  Jeff serves as a board director for the following Beringea portfolio companies: Shout! Factory, Porchlight Entertainment, GetBack Media, Steak Media, and Starbridge Media.

Prior to joining Beringea, Jeff was an Associate at early- stage technology VC firm Saffron Hill Ventures in London. He has also worked in marketing roles for BMW of North America and beverage company Honest Tea. During the Clinton administration, he worked on Capitol Hill as a Lobbyist for the Sierra Club, focusing on pollution issues.

Mark Bratt is an Executive Director of Morgan Stanley Real Estate in New York. He has lead responsibility for sourcing, evaluating and closing distressed real estate debt directly from banks and insurers.

Recent representative acquisitions that Mr. Bratt has completed include acquiring a third loss mezzanine position in the John Hancock Center in Chicago, a 50% interest in 4,500 acres in a home building joint venture in Mexico, the Chicago Parking System with 9,300 spaces, structuring a joint venture to build a new 1.1 MSF office building, in Chicago’s CBD, a distressed loan on a student housing property in Austin, 1.1 MSF of industrial buildings in Chicago and Minneapolis and a retail acquisition/development joint venture.

Prior to joining Morgan Stanley in November 2003, Mark worked for Lend Lease, Prentiss Properties, and other developers/ advisors. Mark has 23 years of real estate experience in dispositions, acquisitions, development, financing, leasing and property management at various positions.

Mark’s real estate investment experience includes acquisitions and/or joint ventures on $2.6 billion of office, industrial, retail and multifamily properties in 35 transactions; and selling $550 million of properties in 16 transactions.

Jeb Burns is the Chief Investment Officer for MERS. He joined MERS in February of 2001.

As a member of the system’s senior management team, Jeb is responsible for managing more than $6.2 billion dollars in combined pension assets and all portfolio management activities. He serves as the fund's principal investment consultant.

Jeb brings a unique combination of public sector and financial services experience to MERS. He was formerly employed as a financial advisor with Prudential Securities. Jeb began his public sector career with the State of Michigan. He held positions as a Public Policy Analyst with the Department of Natural Resources, a Legislative and Communications Specialist with the Department of Management and Budget, and as a Senior Budget Analyst with the State Budget Office. There he was responsible for developing the Governor's Executive Budget recommendation.

Dan is currently the Chief Risk Officer of Huxley Capital Management.  In this capacity he is responsible for managing all risk exposures for the company, its investors, and affiliated portfolio managers.  Dan also is on the Board of Directors of the American Securitization Forum, the Industry Trade Group representing the Structured Finance and Securitization Industries in the U.S.

From 2005 until April, 2008 Dan was the Chief Credit Officer for GSC Group, a $22bn investment management firm. Dan also served during this time as Chief Investment Officer of GSC Capital Corp. (REIT).  Dan’s responsibilities were to head credit risk and analysis in ABS, MBS and CDOs, commercial real estate, and leveraged loans in both cash and synthetic (CDS) markets. Dan served on the investment committees relating to all of these products.  Dan was also responsible for coordinating research for all structured finance related products. 

Greg Dingens is a partner and the Head of Investment Banking at Monroe Securities, Inc. a boutique investment bank that services community banks around the nation.  He is also a general partner in Siena Capital Partners I, L.P., a private investment fund that invests in community banks.

Greg has 20 years of investment banking experience.  Prior to Monroe, he was a Managing Director and head of the Midwestern M&A practice at Lehman Brothers.  Prior to Lehman Brothers, he was at Merrill Lynch for 10 years and was the head of their M&A office in Chicago. 

Mr. Dolezal is responsible for Notre Dame’s Private Equity program, which includes fund investments in venture capital, growth equity, control distressed, and leveraged buyouts in the United States, Europe, and Asia.

Prior to his current role in private equity, Mr. Dolezal oversaw Notre Dame’s public equity investments. 

Before rejoining the Notre Dame Investment Office in August of 2005, Mr. Dolezal was an equity research analyst at the hedge fund Stadium Capital Management, LLC.  Prior to joining Stadium Capital, Mr. Dolezal completed the Investment Office’s analyst program where he preformed due diligence on various public equity and hedge fund strategies.

Mr. Dolezal holds a B.B.A. Summa Cum Laude from the University of Notre Dame with major in Finance and a minor in Accountancy.  He was selected Valedictorian of his graduating class and delivered the valedictory address during the University’s 157th commencement exercises.   He is also a CFA charterholder.

Tom Fink is a 1985 graduate of Notre Dame (BA-Economics) and has been involved in the finance industry for over twenty years.  Tom currently is the Chief Financial Officer of Hesperia Bancshares, Inc., a company formed to acquire small to mid-sized banks in the aftermath of the current financial downturn.  Hesperia seeks to grow and develop a regional banking franchise with an ultimate target asset size of $7-$10 billion.

Prior to joining Hesperia, from 2003 to 2009, Tom served as Senior Vice President-Finance and Chief Financial Officer of CapitalSource Inc. (NYSE: CSE), a leading commercial finance company focused on the middle market.  Tom joined CapitalSource while the company was still private and helped lead the firm through its IPO and transition to a public company.  During his tenure at CapitalSource, the company grew from $2 billion to approximately $20 billion in assets and was recognized as a leader in the commercial finance space in both its lending programs and in how it financed its business.  At CapitalSource, Tom’s responsibilities included treasury, accounting, tax, financial planning and analysis, and investor relations.  Tom had primary responsibility for the development and management of the company’s capital structure and funding platform which had been a critical ingredient in facilitating the company’s growth.  Tom also played a key role in the development of CapitalSource’s internal audit & risk management functions.

CapitalSource early-on recognized that dependence upon the capital markets as a primary funding source would be problematic to a firm's long-term success.  Tom was a principal proponent of and key contributor to the development and implementation of CapitalSource’s bank strategy as a means to broaden and diversify its sources of funding.  This bank strategy culminated with the commencement of operations of CapitalSource Bank during 2008. 

Prior to joining CapitalSource, Tom has held a variety of finance  and management positions, including Treasurer of US Airways Group, Inc. and later Vice President-Purchasing.  Tom career began in investment banking with analyst and associate positions at Morgan Stanley, E.F. Hutton & Co., and Drexel Burnham during the late eighties.   In addition to his undergraduate degree from the University of Notre Dame, Tom received his   MBA from the University of Chicago Booth School of Business.

Peter H Huizenga, Jr. (PJ) is a Principal at Huizenga Capital Management (“HCM”) and a member of HCM’s investment committee.   Mr. Huizenga focuses his time on investing across a broad range of asset classes including hedge funds, external equity and credit managers, direct private equity, private equity funds, and direct real assets.  Prior to joining HCM, he worked in Andersen’s Transaction Advisory Group and was responsible for conducting financial due diligence for M&A, carve-outs and loan facilities on more than 40 companies in over 15 industries. Mr. Huizenga graduated in 1998 from Hope College with a B.A. in Accounting, and received his Masters Degree in Finance and Management from the J.L. Kellogg School of Management at Northwestern University. Mr. Huizenga currently serves as a member of the Alternative Investments Sub-Committee of the Hope College Endowment Fund.  He is a member of the Board of Directors of Providence Bank. Mr. Huizenga actively serves Park Community Church in several roles. Additionally, he is active on the Auxiliary Board of The Art Institute of Chicago.

Mr. Irvin is a Managing Partner of Guggenheim Partners and a founder of one of its subsidiaries, The Liberty Hampshire Company.  Guggenheim Partners, LLC is a global diversified financial services firm focusing on wealth management, capital markets, investment management and proprietary investing. Guggenheim Partners clients are an elite mix of individuals, family offices, endowments, foundations, insurance companies, pension plans, and other institutions that together have entrusted Guggenheim with supervision of more than $125 billion in assets. Office locations include New York, Chicago, Los Angeles, Miami, Boston, Philadelphia, St. Louis, Houston, London, Dublin, Hong Kong and Geneva. Mr. Irvin currently manages the Institutional Finance business for Guggenheim.  Institutional Finance extends credit to, and acquires financial assets from large global financial institutions.  Mr. Irvin was formerly Vice President and head of Product Management for The First National Bank of Chicago’s securitization business. Prior to that Mr. Irvin was in the Law Department of The First National Bank of Chicago, focusing on complex secured lending  transactions and securitization transactions.  Mr. Irvin received a BBA in Management Information Systems, Magna Cum Laude, and a Juris Doctor, Magna Cum Laude, from the University of Notre Dame, South Bend, IN.

Mr. Kelly has over 20 years of real estate experience encompassing more than 200 different transactions valued over $5 billion. Over the last five years, he has managed acquisition teams who have sourced over $3.7 billion in transactions. He also closed over $2.2 billion in transactions; $1.2 billion of which he personally sourced and closed. 

Prior to founding Caldera, Mr. Kelly was the Managing Director & Chief Acquisition Officer at Dividend Capital Total Realty Trust, a private REIT based in Denver. Previous experience also includes Senior Vice President of Acquisitions and Dispositions at United Dominion (NYSE: UDR). Mr. Kelly gained extensive experience in Pension Fund Advisory while working as Senior Vice President of Acquisitions at URDANG/ Bank of NY Mellon and as Principal at Lend Lease. He was also a founding partner of Apartment Realty Advisors.

Mr. Kelly has also been involved in forming recapitalization strategy and implementing transaction decisions. He managed the acquisition process between six different pension funds and five internal fund managers.
Transactions included conventional 100% equity acquisitions, joint ventures on existing assets, new development joint ventures, pre-sales on future development and properties with existing debt.

Mr. Kelly holds a BBA from the University of Notre Dame. He became a certified public accountant (CPA) in 1992 while working for KPMG - ATLANTA.

John has a successful track record of investing in middle market companies for over 20 years. Prior to joining WestView Capital Partners, John was a General Partner of Norwest Mezzanine Partners where he was one of two partners responsible for managing two investment funds totaling $650 million and a member of the firm's investment committee. Previously, John was a Managing Director of Triumph Capital Group, a private equity firm with more than $800 million in capital, and one of three Directors managing approximately $300 million at Nomura Leveraged Finance. John started his career in middle market investing at Heller Financial in 1987 where he spent nine years focused on equity-enhanced leveraged lending in a wide range of industries. John has completed over 30 investments at every tranche of the capital structure in amounts ranging from $5 million to $75 million.

Mr. Jim Wade received a BBA in Finance from the University of Notre Dame in 1978, and an MBA from Harvard Business School in 1982.  He joined the private equity firm TA Associates out of HBS and then split off with a group to form M/C Venture Partners in 1987.

Mr. Wade has been responsible for developing the firm's involvement in the telecom service sectors, including mobile wireless, broadband wireless, CLEC, fiber and residential broadband providers. As Managing Partner of M/C, Mr. Wade leads the investment process including determining sector focus, seeking out management teams, founding new companies and working with financial sources that provide debt and equity capital to grow companies. Prior to joining M/C, he was employed by the Harris Bank in Chicago.