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EOS Professional Implementer™
WHAT I DO: I help CEOs and business owners get what they want from their businesses without the stress and drama. WHY IT WORKS: All the great books that I’ve read (including The 7 Habits of Highly Effective People, The E-Myth Revisited, Good to Great, Rockefeller Habits, The Goal, etc.) all come together in the book, Traction® HOW IT WORKS: I help your organization DO 3 powerful things that I call … “VISION-TRACTION-HEALTHY”. By VISION, I mean getting your leadership team all on the same page with where you’re going and how you’ll get there. By TRACTION, I mean getting everyone in the organization more disciplined and accountable in executing your Vision. By HEALTHY, I mean getting your Leadership Team to become a healthy, functional, and cohesive team. (Because often they’re not … sometimes strong leaders don’t work well together). And as your leadership team, so goes the rest of your company … You get to the point where everyone is focused, disciplined, and accountable. READY TO TALK: Here’s my GUARANTEE … “If you don’t feel like you get value from our time together, then you don’t pay me” … straightforward.
Capital Manager – Clotine Capital
For his day job, Jared is a successful real estate broker and investor in the DFW area. Following his success in those roles, friends and clients came to him, wanting to invest in something beyond the stock market. Many thought the only reasonable option beyond buying stock was acquiring single-family rentals. Already an accredited investor, Jared had personally invested in private placements, syndications, businesses, and even a pharmaceutical start-up. He encouraged them to consider similar alternative investments.
After Jared personally invested in Clotine Capital, he became intrigued with its unique design as a “self-directed” fund. When the opportunity later arose to become a member of the managing entity, it was as easy as “yes.” He knew it would be a great opportunity to introduce alternative investments to other accredited investors looking to diversify out of “traditional” investments.
Director of Business Development – Direct Equity Source
Director of Business Development – Direct Equity Source
Garland serves as the Director of Business Development at Direct Equity Source, bringing over 23 years of experience in private equity with a specialization in oil & gas and real estate. After attending Northeastern State University in Oklahoma, Garland began his career in the early 2000s with the largest oil & gas broker-dealer firm in the U.S. Over the course of his career, he has been involved in more than $500 million worth of asset acquisitions and has served as both a limited and general partner in projects spanning multiple asset classes.
As an accredited investor himself, Garland has personally invested in private placements, syndications, businesses, and start-ups, giving him first-hand insight into the opportunities and challenges faced by investors. His focus is on helping others build long-term wealth through passive income, with a strong emphasis on diversifying portfolios beyond traditional investments. Today, he is passionate about educating investors on the value of self-storage and small bay industrial business park investments as powerful tools for wealth creation.
Founder and Managing Attorney – AB Law
Arati “Arti” Bhattacharya is the managing attorney of AB Law, a full-service business law and estate planning law firm that services clients throughout Texas. Arti graduated from Texas A&M University followed by Southern Methodist University Dedman School of Law in 2006. Prior to launching AB Law, Arti spent 10 years as a partner of a nationally reputed boutique law firm. In 2021, she opened AB Law to handle business law and estate planning matters for families, entrepreneurs, and small and mid-size businesses. The firm has a strong and loyal client base and has enjoyed multiple successes since its inception, including 75+ 5-star Google reviews.
Arti lives in Houston with her husband and two daughters. She is actively involved in her community and serves on various educational and philanthropic boards. Arti enjoys off the beaten path and adventure travel at any opportunity she gets. More information on Arti and AB Law can be found at www.ab-firm.com or through hello@ab-firm.com.
Wealth Strategist, CPA, Founder – Financial Journey
Keith Blackborg, CPA, a proud father, husband, wealth optimizer, and tax strategist, made wealth THE business and reached “Work Optional” by age 30. Keith loves creative value-add investments. His experience includes domestic and international investments, including residential and commercial real estate, oil & gas, lending, startups, businesses, and paper assets.
Financial Journey, helps business owners and accredited investors reach “work optional” in 3 to 5 years. Then, we optimize wealth growth around your vision and impact for yourself and the future.
Self-directed millionaires discover how to grow their “wealth business,” essentially how to run their own virtual family office.
Members accelerate their wealth growth through superior investments, maximizing exits, advanced tax strategy, collaborative due diligence, and masterminding with our community of successful peers.
Wealth Synergist – Financial Journey
President, CEO, CMO, MBA, business owner, master strategist, husband, father, friend, child of God.
30 years of executive experience in private equity, family office, retail products, financial services, and nonprofits. Focused on creating long-term strategy, innovation, building culture, and growth.
Taking my experience leading large divisions and companies (from hundreds of millions to billions in sales) for both private equity and Fortune 500 companies and putting them to work for each family. Helping you understand yourself, providing proven advice on engaging your family, and partnering with you on investment and business growth plans.
Executive Chairman – East 72 Holdings
Andrew Brown spent years managing billions for the Rothschild’s. He now serves as the Executive Chairman of East 72 Holdings, and brings rare insight from decades of experience investing alongside and inside some of the world’s most prominent families.
From managing Rothschild’s Australian investment portfolios to launching the East 72 Dynasty Trust, Andrew has spent his career studying how family conglomerates grow and protect generational wealth through publicly listed, family-controlled companies.
Founder – NextGen Journeys
Christian Broyhill operates NextGen Journeys and seeks to bring important conversations regarding mental health and resiliency into family-owned businesses. She especially enjoys working with Rising Gen family members, discerning their personal identity amidst their larger family success narrative. In addition to her work with families, Christian is a licensed professional counselor and maintains a private counseling practice where she primarily serves adults recovering from post-
traumatic stress disorder.
Christian is a graduate of Furman University. She possesses a master’s degree in clinical mental health counseling from Denver Seminary. She has earned two advanced counseling certificates from The Allender Center, where she received training specifically related to group facilitation. Additionally, she has received a certificate from Kennesaw State University in Next Gen Family Enterprise Leadership. Christian has completed Moderator Training through the Young President’s Organization and has received accreditation to administer the iEQ9 integrative enneagram assessment. Passionate about empowering others, she enjoys talking with groups whenever possible and has been a featured speaker for the Young President’s Organization, Southeastern Family Office Forum, Family Wealth Alliance, UNC Kenan-Flagler Business School, and Columbia Business School.
Christian has one daughter named Harbour. Her hobbies include singing with the Duke Evensong Singers at Duke Chapel and spending time outdoors.
Co-Founder – Malabar Hill Capital
Entrepreneurial-minded Clinical Executive reinforced by a 20-year reputation as a Board-Certified Physician and trusted Advisor within the Medical sector. Adept at delivering exceptional value through strategic planning, executive leadership, and process optimization. Effective at leasing teams through operational transparency and accountability, establishing an adaptive foundation for an ever-evolving clinical landscape. Structured and scaled healthcare companies from $5M to $2B in revenue through hedging risk, identifying significant gaps in profitability forecasts, and driving organizational change that inspired positive clinical outcomes.
Partner and Director – Sarnia Asset Management
I have been investing in equities since the age of 15 and I work with Swen Lorenz at Sarnia Asset Management. My current focus is our newly launched podcast and YouTube channel – Poor Millionaires – which aims to educate, connect and inspire those with investable net worth of $1-20m. I live in Leeds, Yorkshire in the United Kingdom with my wife, Carolyn, and our cat, Snarf.
Managing Partner – Fergmar Capital
Brian Ferguson is the Managing Partner of Fergmar Capital, a Texas-based real estate investment firm with a track record of over 1,000 multifamily units and 500,000+ square feet of retail under management. After nearly two decades of operating in the trenches—scaling everything from house flips to large-scale acquisitions—Brian now focuses on building generational wealth through strategic value-add investing and syndication.
Known for his direct, no-fluff approach, Brian blends operational intensity with long-term vision. He’s passionate about simplifying execution, driving NOI, and helping passive investors build wealth alongside a team that knows how to close deals.
Co-Founder – Emerald City Associates
Prior to co-founding Emerald City Associates, Loyd worked for 10+ years in corporate finance, managing the P&Ls of multi-billion-dollar companies with a heavy focus on M&A activity. To focus more on his professional passions, which center around real estate investing, community involvement, and helping others grow wealth exponentially, he broke away from the corporate world in 2022. As a seasoned real estate professional, Loyd has helped provide significant returns to investors that far outweigh the stock market – as well as helped provide substantial improvements to the community through strategic investment initiatives. His key area of focus within Emerald City Associates is overseeing the asset acquisition, financial projections/analysis, and property management aspects of the business.
Loyd holds a Business Degree and MBA from East Carolina University and is a Certified Management Accountant through the Institute of Management Accountants.
Co-Founder – Emerald City Associates
As a co-founder of Emerald City Associates, Michael’s life mission is to make a profound, lasting impact on the communities, businesses, and people in which he serves. Before embarking on this journey, Michael spent the better part of a decade as a licensed healthcare executive, ultimately overseeing the strategic direction, financial performance, and operational success of the campuses in which he served. As a real estate investor, developer, and entrepreneur, he has been successful in building wealth for those within his network of influence and has made positive economic impacts within the communities he supports. In his role with Emerald City Associates, Michael focuses on project development, employee/investor relations, and the company’s marketing and advocacy efforts.
Michael holds a Bachelor’s degree from East Carolina University and a Masters of Business Administration from the University of North Carolina – Wilmington.
Director – Pangolin Investment Management
James has been involved with Asian financial markets since 1986 with BZW and Kim Eng Securities in London, and with Arab-Malaysian Securities, TA Securities and Caspian Securities in Malaysia, where he has lived since 1993. Since 1998, James has primarily been involved with running his own investment portfolio and the Fund will be managed in a similar style to his private interests.
Founder – Palmettos & Prickly Pears
Gabe Hogan is a tax attorney, tax strategist, and former IRS federal agent. Having trained IRS auditors himself, Gabe understands tax strategies from both sides of the equation. He has worked with clients at all levels, from beginners to high-net-worth investors, managing portfolios of seven to eleven assets. After years of directing tax strategy and a team through a larger, significant tax preparation firm, Gabe now offers his expertise directly through his firm, Palmettos & Prickly Pears.
Founder and CIO – Brizo Capital
Benjamin Irving Isaac is the founder and the Chief Compliance & Investment Officer at Brizo Capital LP, a company founded in 2018. Brizo provides investment advisory services to Brizo Partners, LP, a private investment fund, separately managed account clients, and other advisory clients. They identify investment opportunities, manage investments, and make decisions on behalf of the Fund.
He has been a Non-Executive Director at Medine Ltd. since 2023. He has an undergraduate degree from Williams College and an MBA from Columbia Business School.
CEO & President – Hybrid Debt Fund
David Kotter is the CEO/President of the Hybrid Debt Fund, as well as Integrity Capital, LLC. Integrity Capital, LLC focuses on proactive commercial finance services for clients throughout the United States. Loan, or equity, parameters are 30 to 300 million, and they have funded over 2 billion to date. David is the husband of Jill, a father of 2 children, a member/founder of H3 Phoenix, an ambassador for The Phoenix Rescue Mission, an Elder at Scottsdale Bible Church, and an advocate for the poor and disenfranchised. He won 4 out of 5 national championships for Rugby and played in New Zealand/Australia. David is an Eagle Scout, loves to hike, and is a huge fan of Chris Botti.
Director of Private Equity – ZT Corporate
Chihiro Kurokawa is the Dallas-Ft. Worth director for ZT Corporate, a 28-year-old private equity firm that distinguishes itself through directly operating the businesses in its portfolio. Through consistent growth, ZT achieved $1 billion in 2024 revenues across its portfolio companies, including those in clinical healthcare and new car dealerships. Prior to joining ZT, Chihiro led multifamily syndications as general partner and operator across four projects and 579 doors.
Founder – Integrity Capital Advisory
Integrity Capital Advisory, founded in 2009 by Chuck Lanza, delivers wealth management strategies built on discipline, diversification, and long-term resilience. With over 15 years of experience, Chuck applies an endowment-style approach that integrates both public markets and private market opportunities—private equity, credit, and real assets traditionally reserved for institutions.
Chuck, a graduate of the University of Notre Dame and former NFL player with the Pittsburgh Steelers, brings the same discipline, teamwork, and perseverance from the field into every client relationship. He is a licensed professional holding Series 7, Series 65, and Series 63 certifications, and is recognized for his ability to deliver comprehensive, institutionally inspired wealth strategies.
CEO – Sarnia Asset Management
Swen has personal relationships with many fund managers and sits on the inner-circle board of advisors for billionaires.
Swen Lorenz is a globally known stock-picker and is renowned for the original investment ideas that he writes about on Undervalued-Shares.com. As host of the annual “Oscars of Creativity” in New York and London, he operates a truly unique global network of fellow independent thinkers.
In his presentation, Swen will show you how to identify great stock investments, three outstanding opportunities that are available right now in public markets, and the Portfolio Strategies leveraged to achieve consistently higher returns.
Last but not least, in a Unconference break-out session, Swen will tell you about the most unusual island you have ever heard of – Sark. This unusual investment opportunity got Swen onto the cover page of the Financial Times recently, so be prepared for a truly mind-boggling story
Founder – Family Dynasty
Founder, author, pastor, international keynote speaker, business leader, and kingdom entrepreneur. He is privileged to have ministered, together with his wife Trudie, in multiple nations, planting churches, Bible colleges, charities & businesses.
Sean & Trudie have developed a deep understanding of God’s plan and strategy of Restoring Dynastic Families and their significant crucial role in advancing the Kingdom and Transforming Communities (family dynasties being key to rule/dominion)
President and CIO – Broyhill Asset Management
Chris discovered his passion for creativity and problem-solving at an early age. Originally drawn to architecture, he interned at a Frank Lloyd Wright home while studying in PA, but his path shifted during the 1990s market boom—leading him to apply his talents to investment management instead of homebuilding.
Today, Chris leads the research and investment process at Broyhill Asset Management as President and Chief Investment Officer, focusing on idea generation, investment strategy, and portfolio construction. He worked with the Broyhill family from 2005 to 2022 and served as their CIO from 2011 to 2022. A CFA Charterholder, Chris is a former President of the Board of the CFA Institute’s North Carolina Society and currently serves on its Strategic Advisory Board.
He brings a balance of seriousness, curiosity, and fun to his work—and as a proud Southerner-in-Training, he understands the importance of sweet tea and the multiple meanings of “bless your heart.”
Founder, CEO and Portfolio Manager at ARR Investment Partners
Founder, CEO and Portfolio Manager at ARR Investment Partners
Christian founded ARR Investment Partners and has been managing its global long/short equity strategy since 2015. As an experienced portfolio manager, he comes from an unconventional background. Born and raised in a middle-class family in Salzburg, Austria, Christian began investing in the stock market at the age of 17 in 1997—even advising one of his schoolteachers.
After successfully completing his studies, he began his professional journey at Man Group, working as an analyst across multiple departments, including Funds of Hedge Funds (FoHF), Private Equity/Venture Capital (PE/VC), and high-yield credit.
In a bold move in 2009, Christian relocated to Russia, despite not speaking the language and lacking a professional network. From 2010 to 2014, he served as a long/short equity portfolio manager at Russia-focused hedge fund Kazimir Partners in Moscow, gaining invaluable investment experience. Navigating a four-year bear market in Russia from 2011 to 2014 provided him with deep insights into risk management and short selling—skills that became central to his investment philosophy.
These lessons are reflected in the strong performance of the ARR Global Long/Short Equity Strategy, notably delivering +18% in March 2020 and +47% in 2022.
Christian founded ARR Investment Partners with two primary goals: to deliver attractive net returns over the long term and to generate positive returns during market downturns. To achieve these objectives, he focuses on investments with an asymmetric risk-reward profile on both the long and short sides—an approach that inspired the firm’s name.
An active investor since 1997, Christian holds a Master’s degree in Business Administration and a Master’s in International Business Administration and Economics from the University of Innsbruck.
CEO – Investa Capital
James Reid’s entrepreneurial journey began at just 13, when he launched a landscaping company that grew to $2.5 million in revenue before a successful exit. After a devastating fire destroyed his home and business, he discovered the transformative potential of the storage industry. Inspired by how storage could help preserve what mattered most, James set out to build a vertically integrated company—funding, developing, and operating flex space and storage facilities. Having already developed over 1 million square feet, he now pursues a bold vision to grow to 500 stores by 2050, redefining and expanding the industry.
Today, James leads with both business acumen and faith, remaining actively involved in his church and business communities. He also founded Run by Faith, a small ministry that reflects his commitment to weaving his spiritual calling into his professional journey. Passionate about growth and leadership, James thrives on scaling companies and takes great joy in seeing his team prosper alongside him.
Founding Partner – Reihsen & Associates
Gerry Reihsen is deeply invested in the success of his clients, pouring his energy, experience and entrepreneurial spirit into every deal, transaction and agreement he handles. His legal guidance both advances and protects corporate and business clients focused on cutting edge technologies in blockchain, VR, AR, machine learning, virtual currency, FinTech, business structuring, capital formation, mergers and acquisitions, and all other regulated transactions.
He also brings a unique depth to his law practice with his many years of experience as an entrepreneur and a business consultant. Gerry has founded several businesses, innovating and overcoming the inevitable obstacles inherent to building from start-up to billions of dollars in value. He has both composed and served on numerous public company boards of directors, including serving as an audit committee chairman. Gerry also advises enterprises on aggressive growth aspirations, providing strategic insight for enhancing their business models, creating innovative and expanded development strategies, and executing growth plans. Gerry is a connector, able to identify teams of experts, professionals and executives who have the temperament and skills to make things happen. He is a savvy executive with access to capital and innovative capital arrangements, having raised more than five billion dollars of equity in multiple capital channels.
With this high-level and extensive background Gerry understands the bottom-line realities of business management and how business models and strategies can be advanced and expanded through innovative legal strategies and protections.
Managing Partner, Principal, Founder – 3:10 Capital Advisors
Rod G. Sanders is an accomplished business leader and investor with over 37 years of experience in founding, growing, and leading companies across diverse industries. His career encompasses leadership roles ranging from startups to large-scale operations, with a consistent focus on high-integrity business growth and value creation. Rod raises investment capital for private equity opportunities, particularly in transformative technologies, partnering with Kingdom-minded investors.
Beyond his business endeavors, Rod is deeply committed to faith-based leadership development. He serves as the Area Leader for the Fellowship of Companies for Christ International (FCCI) in the DFW area, where he equips and encourages business leaders to align their operations and personal lives with Biblical principles. Additionally, he was a founding board member for 10 years of Leadership Edge, a non-profit established at Duke University that mentors and trains student leaders on campuses and extends its reach to universities and churches worldwide. Rod’s leadership philosophy emphasizes treating people with respect, maximizing ROI with integrity, and leveraging business as a platform for broader Kingdom impact.
Founder & CEO – Explorer Equity Group
Cody is the founder of Explorer Equity Group, which has invested in a wide variety of industries throughout the Americas, Asia, Europe, and Australia.
He has been writing the Explorer Report for over a decade, where he shares his investment ideas and adventures, giving readers a first hand view of what’s happening in some of the world’s most hidden economies.
Today, he works with private investors, family offices, companies, and governments to provide perspective on the ever changing geopolitical landscape in order to identify clear upcoming investment opportunities and trends.
During his presentation at PIE, he’ll be explaining a macro view of the global economy while identifying specific investment opportunities that are likely to develop in the next several years.
Head of Strategic Relations – Madison Trust Company
Head of Strategic Relations – Madison Trust Company
As Head of Strategic Relations at Madison Trust Company, Dana Udumulla focuses on two key priorities: helping investors diversify their retirement portfolios and supporting investment sponsors in raising capital. She works with investors who want to use self-directed retirement accounts to invest in alternative asset classes such as real estate, private offerings, private notes, and other non-traditional opportunities—while maintaining the tax advantages of their retirement plans.
With a strong background in financial analysis and expertise in investment compliance, Dana ensures that Madison Trust’s growth strategies are carried out with the highest regulatory standards. She leads the Sponsors and Sales Teams in building efficient processes that make it easier for sponsors to onboard investors and for investors to confidently complete their alternative investments.
Dana’s leadership has strengthened Madison Trust’s reputation as a trusted custodian in the self-directed IRA space. She is passionate about making alternative investing more accessible, supporting sponsors’ capital-raising efforts, and helping investors build diversified, tax-efficient retirement portfolios.
Founder – The Vant Group
Mr. Vantarakis is a national authority and recognized expert on the subject of business transfers and serves as Founder of The Vant Group, an industry-leading company that plans and supports business transfer transactions for a diverse client base. Founded in 1999, The Vant Group consistently outperforms industry averages along every metric used to gauge performance in the business transfer industry.
Mr. Vantarakis leads The Vant Group with an accomplished record of success in mergers and acquisitions, investment banking, management, business ownership and business advisory coaching. With more than 20 years of experience, he provides skillful representation in a wide variety of sell-side and buy-side transactions. His approach to the M&A business provides expertise that has landed TVG a success rate of 90% of all listings sold at 97% of sale price to list price. Other expertise includes business valuations, debt funding, finance, franchise development and strategic planning. Prior to The Vant Group, Mr. Vantarakis served as CFO of a start-up venture capital firm. In addition, he has served in other CFO roles focused in the areas of franchise development, consulting, strategic planning and operations management.
Senior Vice President – Frost Wealth Advisors
Thomas Welch is a senior vice president with Frost Wealth Advisors. He joined Frost in 1999 and has 35 years of experience in the financial industry.
Thomas earned a Bachelor of Business Administration in finance from Auburn University and a Master of Accounting from the University of Alabama. He is a Certified Wealth Strategist®, a Certified IRA Services Professional, a Certified Trust and Fiduciary Advisor, and a CERTIFIED FINANCIAL PLANNER™. He is also a General Securities Representative and holds his Texas General Lines for Life, Accident, Health, HMO, and Property and Casualty insurance licenses.
In addition to his work at Frost, Thomas is a member of the Dallas Estate Planning Council, the Estate Planning Council of North Texas, and the advisory board of the Community Foundation of Texas.
Thomas is also a retired U.S. Army Lieutenant Colonel with over 28 years of service.
Managing Partner – Unbridled Wealth
Girl dad. 8 & 3 year-old daughters and have been married 10 years. I have twin girls coming in January. We moved to Denver 8 years ago to help plant a church.
I have a huge bias toward small business ownership, historic commercial real estate, and infinite banking. Affinity towards crypto. I’ve found my greatest success in niche financial strategies – I see the stock market as a way to sustain wealth, not a way to create it. My day-to-day is Unbridled Wealth (implementing infinite banking & other niche financial strategies) and the restoration of Hotel St Cloud in Canon City, CO. My goal is always to add value, and I love strategizing and solving problems. Also, a big fan of tax credits…
I’m a partner in 8 companies, 3 commercial properties, and a number of private placements and syndications.
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