WEBINAR | December 2020

I am pleased to be a moderator of a webinar produced by veterans, Lacrosse Investments, along with three investing experts in ESG private investments.

(click below)

Speaker Biographies:

MARCIA NELSON

A managing director at ShareNett, a members-only global network of professional investors collaborating on curated, quality investment opportunities, Marcia has spent a large portion of her career working in and for family offices and private dealmakers. She was previously at Alberleen Family Office Solutions, an independent investment advisory firm backed by family offices, and she formerly worked for an ultra-high-net-worth philanthropic family as well as a sports and entertainment family. Over the last 20 years, she has developed a strong network of private families, institutional investors, and advisers who are increasingly seeking access to quality direct deal flow from trusted, experienced partners.


Triple C Advisory is a business life cycle consulting firm Marcia co-founded. Working off three pillars – Customer Acquisition, Consulting and Capital – the firm works with early stage companies as an advisor and board member to prepare them to receive institutional-grade investments.

Marcia serves on the boards of several industry-related organizations, including: as President of ACG-NY (Association for Corporate Growth), which focuses on driving middle-market investments; as a  board member of VentureCapitall.Org, a non-profit early-stage start up accelerator; and with the investment committee for University Impact, a donor-advised fund. She is also an advisor to a Utah-based Single Family Office. 


Marcia was named one of the 2020 Most Influential Women in Mid-Market M&A by Mergers & Acquisitions magazine, was listed as one the 2018 Who’s Who In Impact Investing by the Denver Business Journal and was honored with the 2017 ACG-NY Women of Leadership Award.

She received her BA from Southern Utah State College and her MBA from the Gabelli School at Fordham University. Marcia holds Series 7 and 63 licenses.

ROBERT FRANKFURT

Rob Frankfurt founded Myca Partners, Inc in 2006 to invest in small cap US-public and private companies.

While investing in the parent company of Lane Bryant, Mr. Frankfurt learned of the obesity and chronic illness epidemic. Not satisfied with public company solutions focused on maintaining status quo (pills and procedures), Mr. Frankfurt shifted his focus on early stage lifestyle health and wellness that were  effectively fighting chronic illness. Mr. Frankfurt believes that there are tremendous opportunities to reverse/prevent chronic illness which, in its various forms, is the cause of 87% of deaths in America. Chronic illness costs $3.5 Trillion per year in health costs and lost employee productivity. The Covid pandemic has hit those with chronic illness, obesity, and economic disadvantages the hardest and only strengthens our resolve to work towards effective solutions. Maintaining the status quo is not a viable solution nor can we out insure/out run poor lifestyle choices. 

Since 2016, Rob Frankfurt has made 15 investments to date in this sector. Mr. Frankfurt is launching The Living Fund to accelerate and scale the mission to make solutions more readily available to those most in need.

Mr. Frankfurt is a Director of PFS Web (NASDAQ: PFSW), a leading global provider of eCommerce solutions for business to business and direct to consumer order fulfillment and customer service applications. Prior, he was a Strategic Consultant to the Senior Executive team of PFS Web between April 2018 and December 2018.

Mr. Frankfurt is a member of the Business Leaders Forum Steering Committee for the American Nutrition Association. The ANA's mission is to power people to health with personalized nutrition while reaching 10,000 nutrition professionals and influencers. Rob Frankfurt is an Endeavor mentor to support high impact entrepreneurship globally.

Mr. Frankfurt is a Member of GlassWall Syndicate, a group of venture capitalists, foundations, trusts, non-profits, and individual investors who share a similar investment thesis and want to accelerate mainstream adoption of products and services that will make a difference in the lives of animals, people and that are better for the planet. He is also a Volunteer advisor to Steel Partners Holdings Wellness Council working to improve the health and wellness of their self insured employees and families around the globe.

He is a former Director of JetPay Corporation (NASDAQ: JTPY), a leading provider of vertically integrated solutions for businesses including merchant processing, payroll, and human capital management services. Mr. Frankfurt served as the Chairman of the Audit Committee and as a member of the Nominating Committee and Special Committee. JetPay Corp was sold to NCR Corp (NYSE: NCR) in 2018 in a $184 million transaction.

Mr. Frankfurt is a former Director of Handy & Harman Ltd. (NASDAQ: HNH), a global diversified industrial products technology company that develops, manufactures and sells $955 million of engineered materials, specialty tubing, electronic materials, coated materials, and precious metals products globally serving the construction, electronics, telecommunications, home appliance OEM, transportation, utility, medical, and aerospace/defense industries. Mr. Frankfurt served on the Nominating and Compensation committees and was Chairman of the Audit and Special committees. Handy & Harman was sold to Steel Partners Holdings L.P. (NYSE: SPLP) in 2017 in a transaction valued at $895 million.

Mr. Frankfurt is a former Director of Jive Software, Inc. (NASDAQ: JIVE), a global provider of communication and collaboration solutions to businesses, government agencies, and other enterprises. Jive Platform allows companies to connect, communicate, and collaborate with employees, customers, and partners. Product offerings are delivered in two configurations, including Jive Internal for employee networks; and Jive External for customers and partner communities. Jive Software was sold to ESW Capital, LLC (owners of Aurea) in 2017 in a transaction valued at $462 million.

He is a former Director of Mercury Payment Systems, Inc. (majority owned by Silver Lake), a fast growing integrated transaction processing technology company which enhances point-of-sale systems by offering fully integrated credit, debit, check, gift card and loyalty processing. Mercury Payment Systems was sold by Silver Lake to Vantiv, Inc. (NYSE: VNTV) in 2014 in a $1.65 billion transaction.

Mr. Frankfurt is also a former Director of Peerless Systems Corp (NASDAQ: PRLS), a licensor of imaging and networking technologies to manufacturers of printers, copiers and multi-function devices which was later sold to Mobius Acquisition, LLC and Puroflow, Inc. (NASDAQ: PURO), a designer and manufacturer of industrial aerospace and automotive filtration products which was later sold to Western Filter.

Prior to forming Myca Partners, Mr. Frankfurt spent more than a decade as a Partner and senior portfolio manager at various investment partnerships including Steel Partners and Sandell Asset Management. His responsibilities included investment research and selection, risk management, fund raising, deal structuring and negotiation, and working with senior managers of portfolio companies to further their strategic goals.

Mr. Frankfurt possesses broad experience in turnaround management and balance sheet restructuring both as a hands-on operator of a database and marketing technology company and investor/board member in a variety of industries.

Mr. Frankfurt graduated from the Wharton School of Business in 1987 with a B.S. in Economics and was a member of the Varsity Wrestling and Varsity Sprint Football teams.  He received his MBA at the Anderson Graduate School of Management at UCLA in 1995 where he was a Venture Capital Fellow and served as Alumni Class President. Mr. Frankfurt has been a Speaker at Investment Events and Wellness and Leadership Forums as well as a frequent guest on podcasts.

Mr. Frankfurt lives in New York City where he actively raises his two sons. Hobbies they share together include: cooking/eating meals together, Brazilian Jiu Jitsu and playing 3 on 3 basketball on the courts of NYC.

JENNIFER KENNING

Jenn Kenning is a trailblazer, collaborator and change-maker who has quickly risen to become one of the most recognized voices in impact investing. In 2014 Jenn co-founded Align, an independent fiduciary and impact specialist that works alongside financial advisors, institutions, foundations and directly with individual clients and family offices, helping integrate impact strategies and investments into the broader wealth management strategy.

A frequent speaker, moderator and guest lecturer, Jenn is committed to building the impact investing ecosystem while leading Align. Jenn was named on the “40 under 40” list by Investment News in 2014, selected for Private Asset Management’s “50 Most Influential Women in Private Wealth” in 2016, and chosen as Investment News Icon and Innovator in 2017.

Jenn began her career in 2002 as a wealth manager at Aspiriant where she served also on the Board of Directions and was a partner of the firm, and left to launch Align.