LAGO Innovation Fund

Brings over 27 years in debt advisory, investment banking, and credit investing. Formerly Head of Strategy at Stonegate Capital Holdings, with prior leadership roles at Silicon Valley Bank, Castle Pines Capital, and Wells Fargo.

Senior Managing Director overseeing global investor relations from LAGO's Chicago headquarters. Previously Director of Investor Relations at ARCHIMED and on the IR team at Vista Equity Partners, with earlier roles at Greenhill & Co and Cambridge Associates.

Over 12 years structuring and managing public and private investments across the capital structure, with prior roles at Sterling Partners, Madison Capital Funding, Bank of America Merrill Lynch, and Deloitte.

Oversees new deal execution and portfolio investments while leading training and development of analysts and associates.

Leads cannabis equity investments for the D9 Equity Fund and originates consumer debt deals while managing West Coast relationships. A three-time entrepreneur and former CFO, he is a CFA charterholder and Fulbright Scholar.

Leads deal development and structuring across the East Coast, Midwest, and Southeast. Previously in growth credit at Structural Capital and MidCap Financial (Apollo-managed) and investment banking at Wells Fargo Securities.

Oversees loan administration, portfolio management, treasury operations, and process improvements, with a background in credit and loan operations across commercial banking and fund operations.

Focuses on underwriting, financial modeling, due diligence, and credit analysis. Previously spent over two years in corporate coverage at Crédit Agricole CIB.

Contributes to credit underwriting, financial statement analysis, and portfolio management. Previously worked on M&A and divestiture transactions at Lumen Technologies.

Specializes in financial statement analysis, manager due diligence, and credit underwriting. Previously a buy-side Equity Research Analyst at Nine Ten Capital Management.

Focuses on credit underwriting and analysis, financial modeling, and due diligence. Previously a corporate coverage analyst at Crédit Agricole CIB covering the automotive space.

Underwrites and assesses debt and equity investment opportunities. Previously an Investment Banking Associate at Lincoln International focused on middle-market capital advisory.

Leads finance and operations; previously a tax professional at PwC, Controller at PEAK6 and Teza Technologies, Director of Financial Controls at Citadel, and Director of Finance at Haymaker Ventures.

Senior executive with a financial and operational background in non-bank lending and structured finance; formerly CEO of Wellen Capital and an advisory professional at EY. CPA and CFA.

Responsible for underwriting, due diligence, execution, and portfolio management for private credit and equity opportunities, and supports LAGO APEX asset-based lending. Previously a Credit Analyst at Fifth Third Bank.

Supports the firm's investment strategies with a background in credit and equity investments; joined LAGO in early 2022 as an Associate.