ACG CEO Circle Co-Organizer for Group 3

• Jun 2023 - Present

Organizing a new CEO Circle for Manufacturers and Distributors co-sponsored by Endeavor Bank and PBO Advisory

Co-Founder ACG CEO Circle - San Diego

• Jan 2022 - Present

CEO Circles are CEO peer groups focused on M&A, capital raising, and growing company value. They are comprised of fellow CEOs who are trying to make better decisions. CEOs bring their toughest professional or personal challenges to a CEO Circle and receive direct, constructive, actionable advice. CEOs benefit from peer insights and perspectives. CEO Circles meet monthly with a clear objective: to harness the group's expertise to drive better strategic… Show more CEO Circles are CEO peer groups focused on M&A, capital raising, and growing company value. They are comprised of fellow CEOs who are trying to make better decisions. CEOs bring their toughest professional or personal challenges to a CEO Circle and receive direct, constructive, actionable advice. CEOs benefit from peer insights and perspectives. CEO Circles meet monthly with a clear objective: to harness the group's expertise to drive better strategic decisions. Guided by a CEO Circle Chair, each meeting is a journey from which you will emerge changed for the better. In an environment of absolute confidentiality, the time you invest in your meetings will always prove valuable as you will feel more empowered, informed, and supported than you did before. What To Expect at a CEO Circle: * Candid feedback on current and future strategies driving your business. * Access to the network of professionals specializing in M&A, Capital, and Exit Planning. * Your own "kitchen cabinet" of fellow CEOs at your disposal. * Many lifelong friendships will develop over time. * Much fun. Serious business decisions can be made without stress. * Educational speakers and workshops on the topics that interest you most. * Partnerships that can make the difference between success and failure.

Member Board Of Directors

• Jan 2019 - Present

Leonardo247 provides commerical and multiunit residential property owners the tools to automate their maintenance and repairs for more efficient and effective operations. Leonardo247 provides commerical and multiunit residential property owners the tools to automate their maintenance and repairs for more efficient and effective operations.

Director and Investor

• Mar 2014 - Present

Helping refine the strategic vision and the underlying business model. Assist in capital raising. Helping refine the strategic vision and the underlying business model. Assist in capital raising.

Chairman of the Board

• May 2020 - Present

Hamilton Grant fulfills the roles of Chief Compliance Officer (CCO) and regulatory administrative staff for independent M&A advisory firms. Our clients are liberated from the senior-level time and costs associated with hiring, staffing and maintaining in-house compliance and administrative resources, improving their ability to source and close transactions. As Chairman of the Board, I work closely with the management team and directors to help guide Hamilton Grant’s strategic growth plan… Show more Hamilton Grant fulfills the roles of Chief Compliance Officer (CCO) and regulatory administrative staff for independent M&A advisory firms. Our clients are liberated from the senior-level time and costs associated with hiring, staffing and maintaining in-house compliance and administrative resources, improving their ability to source and close transactions. As Chairman of the Board, I work closely with the management team and directors to help guide Hamilton Grant’s strategic growth plan and serve as an ambassador for the company in the community. Show less Hamilton Grant fulfills the roles of Chief Compliance Officer (CCO) and regulatory administrative staff for independent M&A advisory firms. Our clients are liberated from the senior-level time and costs associated with hiring, staffing and maintaining in-house compliance and administrative resources, improving their ability to source and close transactions. As Chairman of the Board, I work closely with the management team and directors to help guide Hamilton Grant’s strategic growth plan… Show more Hamilton Grant fulfills the roles of Chief Compliance Officer (CCO) and regulatory administrative staff for independent M&A advisory firms. Our clients are liberated from the senior-level time and costs associated with hiring, staffing and maintaining in-house compliance and administrative resources, improving their ability to source and close transactions. As Chairman of the Board, I work closely with the management team and directors to help guide Hamilton Grant’s strategic growth plan and serve as an ambassador for the company in the community. Show less

Executive Coach, John R Wooden Course and The Pyramid of Success

• Nov 2020 - Present

The Pyramid of Success provides a guide for realizing your full potential while helping others to do the same. Developed by Coach John Wooden, the Pyramid of Success helped Coach develop the full potential of the UCLA men's basketball teams that won 10 NCAA Championships in 12 years. The Pyramid of Success provides a guide for realizing your full potential while helping others to do the same. Developed by Coach John Wooden, the Pyramid of Success helped Coach develop the full potential of the UCLA men's basketball teams that won 10 NCAA Championships in 12 years.

Angel Investor

• 2020 - Present

Angel Investing Group with Member Fund

Member, Former Director and Chairman Emeritus

• 1999 - Apr 2022

Tech Coast Angels, the largest angel organization in the country. TCA members mentor and invest in early-stage So Cal companies. Since inception in 1997, TCA members have invested more than $300 million in nearly 500 early stage companies. Venture capital firms have provided follow-on capital to the portfolio that is nearly 10x the TCA capital.

Advisory Board Member

• Jun 2018 - Present

CEO Peer Advisory Group Leader / Trusted Advisor

• Jun 2021 - Mar 2023

I co-led a peer advisory board of local Business Leaders and facilitated their issues and opportunities in a structured peer advisory group format. If you are a CEO or top executive who wants to be part of a group of other CEOs & high-level executive professionals who share your values & desire for better outcomes in a confidential professional environment where you get your questions answered & get help identify blind spots, REF Peer Advisory Group might be the solution you need. A… Show more I co-led a peer advisory board of local Business Leaders and facilitated their issues and opportunities in a structured peer advisory group format. If you are a CEO or top executive who wants to be part of a group of other CEOs & high-level executive professionals who share your values & desire for better outcomes in a confidential professional environment where you get your questions answered & get help identify blind spots, REF Peer Advisory Group might be the solution you need. A CEO Forum is a peer advisory group serving growth-minded CEOs seeking to collaborate with other like-minded leaders. Our motto is Leaders Powered by Collective Intelligence. ABOUT RENAISSANCE EXECUTIVE FORUM (FEF): REF functions as a hub for Business Leaders. The Community extends beyond the Group, connecting you to over 2,500 Entrepreneurs, Members, Forum Leaders, Partners, Ambassadors & Global Speakers with whom you can share best practices, connect & access opportunities in other markets. It is where irreplaceable circles of trust are built The group meets for a half day each month to process issues and opportunities. Local subject experts are often invited to share their expertise on a popular topic. We like to describe our meetings as a place where you get your answers questioned. Membership includes access to exclusive events with global experts, international groups with members of the same industry, a global online resource center, special access to top partnership programs, and meaningful off-site experiences. WHO REF PEER ADVISORY GROUP IS FOR: ☝ Growth-minded CEOs & business owners who are intent on growing their business, outperforming their competitors & becoming more effective leaders Show less I co-led a peer advisory board of local Business Leaders and facilitated their issues and opportunities in a structured peer advisory group format. If you are a CEO or top executive who wants to be part of a group of other CEOs & high-level executive professionals who share your values & desire for better outcomes in a confidential professional environment where you get your questions answered & get help identify blind spots, REF Peer Advisory Group might be the solution you need. A… Show more I co-led a peer advisory board of local Business Leaders and facilitated their issues and opportunities in a structured peer advisory group format. If you are a CEO or top executive who wants to be part of a group of other CEOs & high-level executive professionals who share your values & desire for better outcomes in a confidential professional environment where you get your questions answered & get help identify blind spots, REF Peer Advisory Group might be the solution you need. A CEO Forum is a peer advisory group serving growth-minded CEOs seeking to collaborate with other like-minded leaders. Our motto is Leaders Powered by Collective Intelligence. ABOUT RENAISSANCE EXECUTIVE FORUM (FEF): REF functions as a hub for Business Leaders. The Community extends beyond the Group, connecting you to over 2,500 Entrepreneurs, Members, Forum Leaders, Partners, Ambassadors & Global Speakers with whom you can share best practices, connect & access opportunities in other markets. It is where irreplaceable circles of trust are built The group meets for a half day each month to process issues and opportunities. Local subject experts are often invited to share their expertise on a popular topic. We like to describe our meetings as a place where you get your answers questioned. Membership includes access to exclusive events with global experts, international groups with members of the same industry, a global online resource center, special access to top partnership programs, and meaningful off-site experiences. WHO REF PEER ADVISORY GROUP IS FOR: ☝ Growth-minded CEOs & business owners who are intent on growing their business, outperforming their competitors & becoming more effective leaders Show less

Trusted advisor and peer group leader

• Mar 2010 - Mar 2023

Senior Strategist and Facilitator

• Jul 2018 - Dec 2022

We coach leadership teams through a rigorous strategic planning process to identify their vision, purpose and future growth opportunities. We coach leadership teams through a rigorous strategic planning process to identify their vision, purpose and future growth opportunities.

Investor

• Sep 2010 - Nov 2022

BeTheBeast acquired by LiveBarn in November 2022, is the trusted online resource for highly engaged parents who aspire for their kids to succeed in youth sports. BTB delivers an integrated solution that assesses athletic ability, finds resources, tracks progress, and connects high school players to the proper college programs based on their academic and sports resumes. BeTheBeast acquired by LiveBarn in November 2022, is the trusted online resource for highly engaged parents who aspire for their kids to succeed in youth sports. BTB delivers an integrated solution that assesses athletic ability, finds resources, tracks progress, and connects high school players to the proper college programs based on their academic and sports resumes.

Board Observer and Investor

• Jul 2016 - Jun 2022

Whistle provides hotels with a text messaging service that dramatically improves the guest experience. Whistle provides hotels with a text messaging service that dramatically improves the guest experience.

Member Of The Board Of Advisors

• Jun 2018 - Jun 2020

OSI Creative is a leading provider of global supply chain managed solutions for point-of-purchase (POP) displays, consumer product packaging, and branded merchandise programs. OSI Creative is a leading provider of global supply chain managed solutions for point-of-purchase (POP) displays, consumer product packaging, and branded merchandise programs.

Chair, CEO Peer Advisory Groups

• Feb 2010 - May 2020

Chair - Vistage Worldwide As an Advisory Board Chair for Vistage Worldwide, I lead a peer group of chief executives who meet monthly to get unbiased and confidential advice to resolve issues and maximize opportunities. For more than 60 years, Vistage has been helping CEOs, business owners, and key executives become stronger leaders and better human beings. Annual surveys reveal that member companies have nearly tripled their growth rate after joining Vistage. That’s one of the… Show more Chair - Vistage Worldwide As an Advisory Board Chair for Vistage Worldwide, I lead a peer group of chief executives who meet monthly to get unbiased and confidential advice to resolve issues and maximize opportunities. For more than 60 years, Vistage has been helping CEOs, business owners, and key executives become stronger leaders and better human beings. Annual surveys reveal that member companies have nearly tripled their growth rate after joining Vistage. That’s one of the many reasons why Vistage is the global leader in executive peer advisory, with more than 23,000 members in 20 countries. My Vistage members will tell you their Peer Advisory Group is the ultimate game-changer for business and leadership. WHAT OTHER'S HAVE SAID: Since I joined Vistage, I’ve seen the most positive impact to my business through the creation of advisory boards for several companies in my portfolio. John helped me see the value and benefit of having an advisory board and recommended the book, Game Changing Advisory Boards. The CEO of one of my companies and I both read it and we were so inspired that we set up a board using the book as a guide. In addition to giving me the motivation and tools, John also agreed to join that board as the non-executive chairman. He has since connected me directly with the book’s author, who has helped me set up— and now sits on — a board for my parent company. That’s just one example of how John goes above and beyond. As a Chair, he is caring, well-connected and a world-class communicator. He is always willing to share his expansive network. He genuinely wants me to succeed and encourages me to be more open-minded and vulnerable so that I can take my organization to the next level. Greg Belzberg - President & CEO

Trusted Advisor | Leader, Vistage CEO Advisory Groups

• Feb 2010 - May 2018

As a Vistage Chair in Los Angeles for 8 years, I facilitated three CEO advisory boards that developed its members to become better leaders, making better decisions and getting better bottom-line results.

Mentor | Leader

• Sep 2012 - May 2018

This is an Executive Advisory Group organized specially for startup entrepreneurs seeking support and guidance from fellow entrepreneurs (peers) facing similar issues of isolation, limited resources, and challenge in solving important customer problems. Members learn from each other's experience to make better decisions that may help them realize their dreams. This is an Executive Advisory Group organized specially for startup entrepreneurs seeking support and guidance from fellow entrepreneurs (peers) facing similar issues of isolation, limited resources, and challenge in solving important customer problems. Members learn from each other's experience to make better decisions that may help them realize their dreams.

Faculty Advisor

• Jun 2005 - May 2018

Faculty advisors mentor MBA teams assisting US and international companies with a significant strategic decision, often involving product and marketing launches in new geographic markets. Faculty advisors mentor MBA teams assisting US and international companies with a significant strategic decision, often involving product and marketing launches in new geographic markets.

Co-founder and Mentor

• Mar 2013 - Oct 2017

Co-founder of MentorNight which brought Startup Founders and Mentors together for a unique peer group exchange of issues and challenges. The program encouraged members to address issues that Entrepreneurs address in building their business. Each month entrepreneurs present critical strategic issues and get real-time advice from their peers. Co-founder of MentorNight which brought Startup Founders and Mentors together for a unique peer group exchange of issues and challenges. The program encouraged members to address issues that Entrepreneurs address in building their business. Each month entrepreneurs present critical strategic issues and get real-time advice from their peers.

Investor and Director

• 2005 - 2013

Active director advising company with marketing and strategic planning. Active director advising company with marketing and strategic planning.

Co-founder

• Jan 2009 - Jan 2011

LaunchPad LA has become a leading accelerator for entrepreneurs with practical mentoring and coaching by a funded CEOs and active LA-based venture capitalists. The mission is geared to building a stronger LA-based innovation eco-system. LaunchPad LA has become a leading accelerator for entrepreneurs with practical mentoring and coaching by a funded CEOs and active LA-based venture capitalists. The mission is geared to building a stronger LA-based innovation eco-system.

Investor and Director

• 2007 - 2011

Merged with Avadyne Healthcare Merged with Avadyne Healthcare

Co-founder

• Nov 2009 - Dec 2010

Tech CEO Network matches seasoned CEO talent to university based research groups seeking to commericalize inventions and innovation, helping the inventors take it to the market. Tech CEO Network matches seasoned CEO talent to university based research groups seeking to commericalize inventions and innovation, helping the inventors take it to the market.

Director and Investor

• 2006 - 2010

Assisted in strategy, fund raising and business development leading up to a successful acquisition by Polycom. Assisted in strategy, fund raising and business development leading up to a successful acquisition by Polycom.

Managing Director

• Sep 2000 - Dec 2009

GKM Ventures was an expansion-stage venture investor focused on successful enterprise software and IT companies. GKM Ventures was an expansion-stage venture investor focused on successful enterprise software and IT companies.

Director

• 2004 - Jun 2009

Los Angeles Venture Association is a networking business group serving the greater LA region's early and expansion stage companies. Helped re build the board and to refocus the mission and organization purpose. Los Angeles Venture Association is a networking business group serving the greater LA region's early and expansion stage companies. Helped re build the board and to refocus the mission and organization purpose.

Director

• 2007 - Feb 2009

Served on board of directors when we launched Nitro as a mentoring support group for entrepreneurs. Nitro eventually was renamed and became what is now known as LAunchPad LA. Served on board of directors when we launched Nitro as a mentoring support group for entrepreneurs. Nitro eventually was renamed and became what is now known as LAunchPad LA.

Managing Director

• 1996 - 1999

Investment banker leading the Technology Banking practice Investment banker leading the Technology Banking practice

Managing Director

• 1993 - 1995

Investment banking boutique specializing in mergers and acquisitions, and private placements of both growth equity and private equity for management-led buyouts. Investment banking boutique specializing in mergers and acquisitions, and private placements of both growth equity and private equity for management-led buyouts.

Director/Partner

• Feb 1988 - Dec 1992