Founder & CEO Nextgen Leader Group
Executive Director, Single Family Office, Alta
CIO NLG Capital
Katy received her Executive Education from Harvard University and her BBA with honors at Lubin school of business at Pace University. She received her business administration and management diploma at the University of Cambridge. Katy has been the Executive Director at one of the most prominent Single Family Offices in Asia with AUM in excess of US$10b and has served a CIO role at a Multi Family office. She founded and built Nextgen Leader Group, the world's Nextgen Leader community, which combines Ivy League schools, well-known family offices, entrepreneurial chief executives, private equity, venture capital, and investment funds with offices in New York, Beijing, Singapore, and London.
Single Family Office
CEO Alta Companies
Paul received his AB in mathematics from Harvard University and his MBA from Stanford University and began his 30-year investment and merger advisory career at Goldman Sachs in New York. He also built Alta Capital, a cross-border merchant bank with offices in New York, Seoul, Tokyo, Hong Kong, London and San Francisco. He began his career as a brand manager at Procter & Gamble in Cincinnati.
Paul’s non-profit board involvements have included the Curtis Institute, Fisheries Enhancement, Council of Korean Americans, Ashoka, Stanford Club of Korea, Harvard Club of NY.
Family Office
Currently CTO & COO of AlphaMille
Julia graduated with an MBA from Columbia University. Bachelor of Science in Finance and Economics, NYU Stern School of Business, magna cum laude. Leadership positions at JPMorgan, D. E. Shaw and Mousse Partners, a top-ten largest family office in the world. Extensive experience across banking, asset management, family offices, hedge funds, private equity and reinsurance. Technology, operations, compliance, risk management & governance for multi-national financial institutions. Previously Chief Technology, Operations Officer at $110bn WI pension fund. Member of the Management Council.
CEO of The Family Office Doctor
Managing Director at J.P. Morgan (2000-2019)
Samy is a graduate of the European Business School in London where he graduated with a BA (Hons) in European Business Administration in English, French and Italian.
Samy created and headed J.P. Morgan Family Office Solutions, EMEA and was a member of the EMEA Management Committee for the J.P. Morgan Private Bank. Samy held other positions at J.P. Morgan including head of Emerging Europe, banker for the Turkey-Israel region. Samy concurrently worked for J.P. Morgan Asset Management covering institutional clients in Turkey and Israel until 2011. He joined J.P. Morgan Private Bank in 2000 as a senior portfolio manager for Italy.
Vice President at Goldman Sachs
Sagar holds a BBA and MBA from Pace University with a concentration in Finance and Economics. He is currently with Goldman Sachs as VP of Risk Management covering Transaction Banking. Previously, he was with BlockFi, a digital asset wealth management Fintech, where he was a founding risk member responsible for setting up and executing the Operational, Enterprise, and Third Party Risk Management functions. Prior to BlockFi, he spent a number of years at JPMorgan Chase within Risk and Controls across the Investment Bank, Treasury/Chief Investment Office, and the Consumer business.
CEO has no social accounts on any platform other than the ones above.