After working at a top law firm, I now practice my passion -- helping entrepreneurs start and grow their businesses. Experienced with incorporation/formation, financing, trademark and copyright, employment law, and general business law.

Career corporate financier and banker, specialist in advising on equity and mezzanine fundraising in London (including public markets, particularly AIM and AQSE), private equity/venture capital, trade finance, asset based lending and the developing areas of crowdfunding/peer-2-peer/ICO. Experience of most industries, including technology, natural resources, services and manufacturing. Skilled in putting together creative solutions to difficult situations, including restructuring under creditor pressure and difficult jurisdictions. Advised on numerous transactions over more than 30 years, including IPOs, reverse mergers, secondary offerings, restructurings, working capital refinancing and long-term debt.

Finance and deal structuring expert, term sheet enthusiast, start-up advisor, co-founder of start-ups, angel investor, board member, interim-CFO, director angel fund, debt restructuring and M&A from time to time.

30 year experience in leveraged finance as lender, investment banker, sponsor and author. Expert on the Business Development Company sector. Editor of the BDC Reporter,the leading online publication. Frequently quoted by financial publications such as Forbes & Bloomberg. BDC Hedge Fund Manager since 2009. Tufts BA, Harvard MA.

JOSEPH J. ORI, CPA, CFA 1449 Creekside Dr. Ste. 3044 Walnut Creek, CA 94596 415-307-2475 jori@paramountcapitalcorp.com PROFESSIONAL EXPERIENCE 2010 to Present PARAMOUNT CAPITAL CORPORATION, Walnut Creek, CA Executive Managing Director Real estate investment, financing and advisory firm that provides strategic advisory services, debt and equity capital financing, capital solutions, brokerage, corporate finance, work outs and restructurings for the commercial real estate industry. • Completed more than $100 million in advisory/consulting assignments • Advisory Services provided to private equity firms, the Big Four Accounting firms, hedge funds and management consulting firms 2008–2009 RHODES COMPANIES, LLC, Las Vegas, NV Chief Investment Officer Real estate investment, land development and homebuilder with a billion dollar portfolio of residential and commercial land and other real estate assets. • Maintained full responsibility for securing new capital, banking relationships, recapitalizing a $370 million Wall Street structured debt offering and all other finance and investment activities for the company that was in financial distress 2006-2008 LYNCH INVESTMENTS, LLC, San Francisco, CA Chief Financial Officer Real estate investment and land development firm that was developing more than four thousand acres of land in Hawaii and owns apartments and office properties. • Maintained full responsibility for recapitalizing the land development portfolio, securing bonding for infrastructure, financial statements and other capital market activities for this company that was overleveraged and in financial distress 2003-2006 ROCHDALE INVESTMENT MANAGEMENT LLC, San Francisco, CA Senior Vice President/Managing Member, Real Estate Ventures Investment management firm that provides investment management services including real estate investments to high net worth clientele. Company managed more than $2.5 billion in client assets. • As Managing Partner, originated, structured and marketed a new private placement Reg D real estate fund of $75 million 1998-2002 BDO SEIDMAN, LLP, Chicago, IL Managing Director, Real Estate Advisory Group Formed and directed the real estate advisory practice in the Chicago office for this international accounting and consulting firm. Provided real estate loan underwriting, CMBS services, general advisory, financial advisory, corporate real estate services, senior housing advisory and finance/equity transaction services to corporations, financial institutions, Wall Street, real estate owners and various other clientele. • Underwrote and analyzed more than $700 million of real estate mortgage loans for securitization • Supervised and mentored a staff of eight MBA’s and/or CPA’s • Created and advised on innovative tax structures and business models for real estate operating companies 1989-1997 PARAMOUNT SECURITIES CORPORATION, Chicago, IL Founder, President and CEO Real estate investment bank and NASD broker dealer that originated, structured, sold and placed real estate and corporate debt and equity with institutional lenders and investors. • Created innovative debt/equity and acquisition financing structures • Completed more than $125 million of real estate financings, sales and equity investments 1984-1988 SOUTHMARK CORPORATION, Dallas, TX, (NYSE and Fortune 500 Company) Senior Vice President, Financing/Acquisitions Originated real estate loans, securitizations, acquisitions and corporate financing for the captive savings bank, insurance companies and syndication group. • Key executive in generating real estate and corporate acquisitions and financings of more than $2 billion and $100 million in profits • Structured and negotiated complex loan, investment, acquisition and disposition contracts and agreements 1982-1984 VMS REALTY, INC., Chicago, IL Assistant Vice President, Acquisitions Controller Maintained responsibility for the acquisition, underwriting and due diligence of institutional real estate investments and as Controller was responsible for all accounting, tax and closings for more than fifty real estate limited partnerships. 1978-1981 LAVENTHOL AND HORWATH, CPA’S, Chicago, IL Senior Auditor Performed audits and prepared tax returns for companies in real estate, manufacturing, leisure time and wholesaling industries. EDUCATION: ADJUNCT PROFESSOR, Finance and Real Estate, Santa Clara University, 2014 HARVARD BUSINESS SCHOOL, Boston, MA, Executive Program in Financial Management, 2000 DEPAUL UNIVERSITY, Kellstadt Graduate School of Business, Chicago, IL, MBA, Finance, 1983 SOUTHERN ILLINOIS UNIVERSITY, Carbondale, IL, B.S., Accounting, 1978 PROFESSIONAL DESIGNATIONS: Real Estate Brokers License, California, 2005 Chartered Financial Analyst, CFA, 1995 Certified Public Accountant, CPA, Illinois, 1979 COMMUNICATION: Active speaker at industry seminars and publisher of a book titled, “The 50 Commandments of CRE Investment” and a monthly newsletter, View of the Market (www.paramountcapitalcorp.com) and more than seventy articles on financing, deal structuring, portfolio diversification and industry trends in leading real estate and finance periodicals including Real Estate Review, Real Estate Finance, American Banker, Seekingalpha.com and Pension World. MEMBERSHIPS: DePaul University Finance Alumni Association, Urban Land Institute, the CFA Institute, the CFA Society of San Francisco and the Association for Corporate Growth

I specialize in structuring tax strategies with entity infrastructure strategies to lower tax liability. Registered Financial Advisor, Entrepreneur, Investor, Tax and Fiscal Strategies Expert.

Canadian Tax Advisor; personal and corporate taxes. Canadian CPA. Former Deloitte, former CRA Officer. Founder of Taxes Made Simple Inc. – Real Estate CPA (Ontario and Quebec tax). Startup grant recipient @ Invest Ottawa.

Scaling businesses and entrepreneur coaching. After successfully building and selling three companies, scaling businesses has become my passion and obsession.

Western Canada's busiest technology M&A specialist. Expert in funding from seed to growth capital. Angel investor. Former VC for 13 years in Vancouver. Passion is connecting people.

Founder, Tunengo.com | Vice President, vCustomer | Manager, WholesalePortal.com | Controller, Comm/net

I have liberated nearly 1 million people from Airbnb and Vacation Rental Bans I have helped change hosts lives in the following areas and more: Detroit MI Chicago, IL Tokyo, Japan- Shibuya district Ferndale MI Poconos County Northern Arkansas West Texas

Corporate Finance / Banking professional with a comprehensive business insight, and a deep understanding of operating and financial models learned through diverse work experiences (banking, e-commerce, private equity investing, and assurance & advisory services). Fascinated by all aspects of business, investing, financial markets and technology since an early age. Highly motivated, enthusiastic and passionate individual with a strong desire to excel. Excellent financial analysis & reporting, financial modeling, due diligence, investment analysis, corporate strategy, presentation & business development skills. Able to connect and relate to all types of individuals in order to achieve a winning mutual relationship. Passionate about advising companies to achieve their full potential and reach their vision. Striving to always create value and make a positive impact for all stakeholders. Strong supporter of youth financial literacy, advancing technology, and entrepreneurship to build a better world. Specialties: Finance, Accounting, Investment Management, Investment Analysis, Private Equity, Venture Capital, Internet, Real Estate, Business Development, and Deal Structuring.

Commercial Banker for 15 years specializing in Commercial Real Estate, Acquisition Financing and Working Capital needs. I’ve worked with large institutions from Wells Fargo to HSBC, but have made a home by bringing my wealth of experience to a small boutique bank at Comerica.

I have over 20 years of experience working as a Controller for small and mid sized businesses. I am also a past small business owner. Advanced QuickBooks and Excel skills. Can assist with bookkeeping and accounting as well as other company matters. Strength in the mortgage, title and insurance industries as well as small start up businesses. Other software I support: Sage Intacct, Encompass 360 bankers edition (admin), Snapclose.

Advisor on complex and simple topics regarding: New Business launch, Strategic Planning, Branding, Positioning, Business Development, Partnerships. Technology companies, FinTech, InsureTech. Investments, Tax advice, set up of new companies, investment vehicles for special purposes, Funds, IPOs, M&A, due diligence, fund raising process, marketing plan, business development strategy, EU Funds, wealth management, asset management, corporate restructuring, networking, international expansion, crisis management, lobbying. Start-ups, Competitions and Global Organisations.

Early stage investor @ EPIC Ventures. Previously biz & product, now investor in InsideSales.com, Health Catalyst, Orchestrate (Acquired: CenturyLink), Canopy, and others. Penn Wharton MBA.

Angel Investor (FreedomPop, etc.); VC - Buy- & Sell-side; XR, Supply Chain Management, Greater China; Market-entry Consulting; Technical Due Diligence.

Kat Nelson has helped businesses conquer their challenges and optimize operations, launch new products and services, prepare to raise capital and uncover new value. Previously, she was part of the senior leadership team at Obtiva, one of the hottest independent software development shops in the country when it was acquired by Groupon in 2011. She began her career while still in college, working as an auditor and eventually expanding beyond finance and accounting into the corporate world of business operations. Specialties:Organizational Development, Process Management, Succession Planning, Executive Leadership - Strategy & Business Planning, VC: Funding & Investing, Startup Board Member, Start-ups/Entrepreneurial Organization, Large organizations, Developing Teams, Program Management, Business Development, Partner Management, Channel Development, Strategic Sales, Corporation Operations, Financial Management, Corporate Negotiations, Marketing Initiatives & Branding, SEO, SEM, Consulting

Experienced Investment banker turned Entrepreneur and now mentoring high potential start-ups on fundraising. Founded start-up Beautimeter.com, a digital platform that provided personalised beauty product recommendations. Former CEO of skincare brand Elemental Herbology. 20+ years investment banking expertise (M&A and capital raising) across a variety of sectors.

EIR at Hedgewood. Former CTO, CommunityLend. Former Founder/CTO, LearnHub (largest online edu in India). Former Dir. Eng., Affinity Labs (acq. Monster).

Fundraising and strategic finance advisor to tech companies, former VP Finance of Bazaarvoice (NASDAQ:BV) and startup head of finance. Prior to tech was a hedge fund and private equity investor and investment banker. Mentor at Techstars.

Advised several private and public companies on financial modeling, valuation, finance and growth strategies. Specialize in providing efficient access to capital and financial independence.

With a broad global network and over 15 years of senior executive level management experience in the capital markets, I build, work with, and connect inspiring companies, entrepreneurs, and capital blazing their way into some of the most exciting emerging global trends. I have personally led and been involved in numerous multi-million dollar startup financing, merger and acquisition, and reverse takeover transactions in the natural resources, technology, film, entertainment, and new media industries, and help my clients source M&A opportunities, build high performing teams, secure growth capital, communicate their stories, go public, and ultimately, emerge and contribute as a world class impact company. My philosophy is to operate with a “purple cow” approach in my activities, infusing creative, innovative, and conscious strategies and influences to seed lasting positive and sustainable impacts in our society. In the meantime, when I’m not out trying to save the world I write, produce, and perform in film and music, meditate and explore the universe, get outdoors, travel, and collect lost art. Interested in working with me? Drop me a note, or send me an email at chad@chadmc.com My current areas of interest at the moment are: Augmented Reality ◆ Independent Film ◆ Vegan & Plant Based Nutrition ◆ Software-as-a-Service (SaaS) ◆ Hemp & CBD ◆ Equity Crowdfunding ◆ Artificial Intelligence & Automation ◆ Renewable Energy & Electric Vehicles ◆ Battery Metals ◆ E-Sports ◆ Privatization of Space ◆ Eco - Design ◆ Prefab Homes ◆ Real Estate Development ◆ E-Commerce ◆ Mindful Living ◆ Energy & Vibrational Medicine ◆ Digital Nomad-ism ◆ Distressed Investing ◆ Small Caps ◆ Corporate Turnarounds ◆ New Age Science & Technology ◆ Psychedelic Therapy

I am a CPA, CMA with over a decade of experience in Finance & HR within multinational companies, across many industries. I am a partner at entreflow consulting group where I help small to medium-sized businesses get organised, grow, and crush their goals. I am a QuickBooks Platinum Level ProAdvisor and a Xero Advisor. I hold vast global experience after living and working in Australia, India, the UK and Ireland. I am a theatre artist, ex-Secondary School teacher, rock drummer, ballet dancer, and whitewater kayaker. Not your typical accountant...

President of intellectual property licensing firm, Advisor @ FutureWorks Incubator, experienced analyst, student of companies large and small