November 21, 2019 4 PM - 7 PM EST
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Catherine Trinder-Miller, Moderator
Catherine has spent over 20 years working with leading global corporations, asset managers, and private clients, to provide counsel in investment management, investment banking, and equity research and trading. She has experienced firsthand the financial empowerment of innovators and investors alike through capital markets financing and disciplined investment strategy.
Emerging from long nights and deep analytics in the investment banking realm of Salomon Smith Barney, Catherine found her true passion on the trading floors of Morgan Stanley, where she advised some of the world’s largest asset managers and hedge funds in US equity investment strategy. From her early days with Morgan Stanley in London, England, to the firm’s US offices in Boston and then New York, Catherine’s relationships, investment experience and cultural perspectives span global markets.
Catherine’s academic pursuits were also global, having earned her B.B.A., Marketing and Management, Summa Cum Laude, from Emory University coupled with International Business and Management at Schiller International University in Paris, France.
Since her Wharton days, Catherine and her writings have been featured in national and regional publications, such as On Wall Street and the Jacksonville Business Journal.
Personal / Educational Background
- Born and raised in Jacksonville, FL
- Graduated with B.A. in Economics from the University of Florida; ranked 1st in his class
- Graduated with an M.B.A. from Columbia Business School; received full-tuition, merit-based scholarship; awarded top honors
- Throughout his life, has actively participated in non-profits and other philanthropic endeavors
- During college, co-developed specialty chemicals startup selling into U.S. consumer products industry
- After college, spent three years as an investment banker focused on M&A at Raymond James & Associates
- Recruited by PNC Equity Partners, a private equity affiliate of PNC Financial Services Group, in 2003
- During business school, worked at JF Lehman & Company, an Aerospace & Defense private equity firm
- After business school, rejoined PNC Equity Partners and later was recruited by PNC Bank’s executive management team to lead the bank’s on-balance sheet private equity strategy
- Most recently developed business model for and co-founded Riverarch; led Riverarch through two highly successful funds
- Highly amicable departure from Riverarch
Jeff McNeill is a Senior Executive and Chief Development Officer of Refresh Mental Health. Previously, Jeff was a co-founder and Partner of Palmetto Capital Partners, a private equity firm focused on acquiring lower middle market companies in the Southeast United States. Prior to this, he served as a Partner in the private equity groups at GenSpring Family Offices and SunTrust Banks where he oversaw investments into over 70 companies and over 60 private equity funds over the course of 15 years.
Jeff’s earlier work experience included working as a financial analyst in the investment banking division of Salomon Smith Barney, in both New York and London. He specialized in corporate finance and advisory services for companies in energy and natural resources industries.
Jeff earned a B.S. in Business Administration with honors from the University of Richmond, majoring in finance, international business and economics. He also completed a study abroad program at The London School of Economics and is currently a board member of the Association for Corporate Growth (ACG).
In his personal life, Jeff spends time with his wife and three kids and enjoys running, swimming, tennis and golf.
Since 2003 Dan has managed Spring Bay’s venture portfolio, which consists of a range of early stage privately-held businesses, primarily in healthcare. Dan is responsible for sourcing and executing investment transactions and then assisting portfolio companies achieve their aims through his board membership engagement. Prior to Spring Bay, Dan served for 14 years in a range of senior executive capacities for Unison Industries, a leading supplier of engineered electro-mechanical components for the aviation industry. Over this period, Unison revenues grew from $10 to $200 million leading to its acquisition by General Electric in 2002. Dan holds a B.S. and M.S. in Mechanical Engineering from Purdue University and a M.B.A. from Duke University. Dan also serves as a board member of The Sontag Foundation, The Brain Tumor Network and The Divine Mercy House.
W. Spalding White, Jr.
- Founder and Managing Partner, Salem Halifax Capital Partners
- Director, Salem Capital Partners
- Vice President, SunTrust Equity Partners
- 20+ years in lower middle market mezzanine lending and credit management
- Past President of Southern Region of Small Business Investor Alliance
- MBA, Wake Forest University Babcock School of Business
- B.S. in Business Administration, The Citadel