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Company Name
Northwestern Mutual
875 Third Ave, 23rd Fl, NY,
NY 10022
Phone: 212.557.5645

Contact
Michael J. Mullarney, mike.mullarney@nm.com, (212) 867-8477
Phia Daly Billman, Phia.Billman@nm.com, 212.433.1174

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Mike is a Wealth Management Advisor with the Estate Strategies Group. The focus of his practice is working with high net worth individuals in their efforts to develop a financial plan based on their unique vision, values and goals. He works with his clients on strategies to enable them to achieve their estate planning objectives, including the tax-efficient transfer of wealth to family members and charities.

Company Name
Deltec Bank & Trust

Deltec House, Lyford Cay,
Nassau, Bahamas

Company Type :

Deltec Bank & Trust is a private, global nancial hub for forwardthinking investors, nanciers, innovators and entrepreneurs with over 70 years history of excellence in wealth generation across generations.

Company Name
WinnCompanies

One Washington Mall, Suite 500 Boston, Massachusetts 02108

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WinnCompanies is an award-winning national owner, developer and manager of high-impact affordable, middle income and market rate housing communities.

Company Name
Adams Street Partners

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For more than four decades, Adams Street Partners has been recognized as one of the most respected and experienced private markets investment managers in the industry.

Company Name
Dockyard Capital Management

Contact
Alan Gardner, COO, agardner@dockyardcapital.com, 617 753-6470
Ben Balbale, Founder & CIO, bbalbale@dockyardcapital.com, 617 753-6460
Jay McGrath, CFO & CCO, jmcgrath@dockyardcapital.com, 617 753-6465

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Dockyard Capital Management is a concentrated long/short equity manager investing in companies reshaping industries through software. The team leverages its experience as operators to develop a unique understanding of businesses across industries that have embarked on or enable unprecedented business model transformations.

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