Michael Moe is founder of GSV, a modern merchant bank that invests, advises, and partners with the fastest growing, most dynamic companies in the world… the Stars of Tomorrow. He serves as the CEO of GSV Asset Management and the Chairman of GSV Capital Corp. (NASDAQ: GSVC).
GSV stands for Global Silicon Valley. While it is based in the heart of Silicon Valley, GSV was launched with the belief that the mindset of innovation and entrepreneurship has gone global.
Regarded as a preeminent authority on growth investing, Michael’s honors include Institutional Investor‘s “All American” research team and the Wall Street Journal‘s “Best on the Street” award. He was recognized by Business Week as, “one of the best stock pickers in the country.” In 2006, Michael authored the business best-seller Finding the Next Starbucks (Penguin Group), which has gone through three printings in five languages and has been lauded for its insights into investing in emerging growth companies. Michael published his second book in 2017, The Global Silicon Valley Handbook (Hachette), which highlights the the top innovation hubs around the World.
Michael is a member of the Board of Directors of Coursera (Observer), Curious, GSVlabs (Co-Founder), Course Hero, Class Dojo (Observer), Parchment (Observer), SharesPost, StormWind, and OZY Media.
Prior to starting GSV, Michael co-founded and served as chairman and CEO of ThinkEquity Partners, an asset management and investment banking firm focused on venture capital-backed and emerging growth companies. Before ThinkEquity, he held positions as Head of Global Growth Research at Merrill Lynch and Head of Growth Research and Strategy at Montgomery Securities. Michael earned a B.A. from the University of Minnesota and is a Chartered Financial Analyst (CFA).
Luben Pampoulov is co-founder and Partner of GSV Asset Management as well as co-portfolio manager of GSV Capital. Prior to starting GSV, Luben worked several years with Michael Moe at ThinkEquity Partners, an asset management and investment banking firm focusing on venture capital and emerging growth companies.
Based on his multinational background from Europe and the U.S., Luben offers unique perspective on some of the world’s most promising emerging economies. His professional credentials are complemented by his experience as a world-class tennis player — competing on the ATP Tour, being national champion in Austria and Bulgaria, and leading UCLA as its Captain and #1 player to win the NCAA Championship in 2005.
Together with Michael Moe, Luben shares investment ideas and research on Innovation, Emerging Trends, Private Companies, and the Growth Economy in GSV’s newsletter, A2Apple.
Li Jiang joined GSV Asset Management as an Associate in May 2012. Prior to GSV, Li served as an analyst at William Blair, a growth-focused investment banking firm where he completed both mergers and acquisitions and equity and debt financing for clients in the healthcare, consumer goods and business services sectors. He has also completed internships at Morgan Stanley in global capital markets and Goldman Sachs in investment management. As a student at Northwestern University, Li was an entrepreneur, founding and leading a student storage and shipping company and growing it into the largest student company as well as a Preferred Vendor on campus.
Nicholas Franco joined GSV Asset Management as an Associate in April 2014. Prior to GSV, Nicholas served as Vice President of Business Development for ConnectEDU, a venture-backed education technology company where he led new market, product innovation and corporate partnership strategies. Nicholas graduated from the Johns Hopkins University with a BA in International Relations. He serves on the Network for Teaching Entrepreneurship’s (NFTE) National Innovation Committee.
Allison Green joined GSV Asset Management as a Vice President and Controller in July 2017.
Allison was most recently the Controller at Rise Companies Corp, parent company of Fundrise, a Washington DC-based crowdfunded real estate investment platform, where she led financial reporting of the parent company to a successful SEC Regulation A+ Tier 2 crowdfunded IPO. Prior to Rise, Allison was the Controller at the Girl Scout Council of the Nation’s Capital following her time as a ProInspire Fellow at the Council working on modernizing the financial aspects of the annual Girl Scout Cookie Sale, the largest girl-run business in the world.
Prior to the ProInspire Fellowship, Allison was a member of the Fund Management and Coinvestment teams at The Carlyle Group, focusing on Europe and US Real Estate and Energy Funds. While at The Carlyle Group, Allison founded the Young Professionals Employee Resource Group. Allison began her career at Deloitte & Touche in Los Angeles as an audit associate focused on financial services clients.
Mark W. Flynn is a Senior Advisor at GSV Asset Management as Co-Managing Partner in March 2013.
Previously, Mark managed Trilogy Capital Partners, a Menlo Park California based private investment and consulting firm, since its formation in 1997. Prior to forming Trilogy, he worked in various capacities in the investment banking groups at Salomon Brothers and Volpe, Brown & Whelan. During his investment-banking career he primarily worked with technology and health care companies. At Salomon Brothers, he managed the Global Software and Internet investment banking activities and worked with leading companies such as SAP, Microsoft, Veritas Software, Hewlett-Packard and US Robotics. He has also worked with education companies such as Plato Learning, MEEC, Mastering Computers and KnowledgeNet. Mark has also worked for Arthur Young and Company in the High Technology practice.
Mr. Flynn has served as a regent at St. John’s University, as chairman of The Preserve Company, as a member of the board of directors of the DAPER Fund at Stanford University as well as a number of privately held companies.
Carl Rizzo was appointed to serve as GSV Capital’s Chief Compliance Officer in June 2014.
Carl has nearly three decades of working experience in the U.S. asset management industry. Since April 2011, he has been a Director of Alaric Compliance Services, LLC, a 10 year-old firm that provides regulatory compliance support, including independent Chief Compliance Officers, to investment managers and funds registered with the SEC and the NFA/CFTC and to broker-dealers registered with FINRA. Most recently, he has served as Chief Compliance Officer for several SEC-registered investment advisers and a non-GSV affiliated NYSE-listed Business Development Company.
His background includes serving as principal in-house regulatory compliance counsel with several well-known firms in the industry’s bank and insurance channels and as a principal compliance consultant participating in over 100 engagements for the compliance departments of a wide variety of asset management firms. Carl began his compliance career serving as Senior and Special Counsel on the staff of the SEC’s Division of Investment Management at the Commission’s headquarters offices in Washington, D.C.
Debbie Elsen joined GSV Asset Management as an Associate in June 2012. Debbie attended the University of South Florida in Tampa and studied sociology. Prior to joining the GSV Asset Management team, she worked at Casto Travel where she facilitated the complex travel schedules and itineraries for executives at Montgomery Securities and Thomas Weisel Partners.
Suzee Han joined GSV Asset Management as an Associate in August 2015. She is also an Adjunct Professor at Northwestern University and teaches “Global Silicon Valley” (ENTREP 395) — a class that provides students a lens to the future and puts them at the intersection of the World’s biggest opportunities.
Suzee graduated from Northwestern University with a BA in Biological Sciences concentrating in Molecular Biology. During her time at Northwestern, Suzee lead EPIC, the undergraduate entrepreneurship student group and created and ran programs such as an entrepreneurship development program, a business pitch competition, and an intercollegiate hackathon.
Emily Ha joined GSV Asset Management as an Analyst in October 2017.
Emily graduated from Loyola Marymount University with a BA in Psychology in 2015. Emily returned to her hometown in the Bay Area and worked one-on-one with students with learning disabilities at the Wunderling Learning Center. She then became part of the GSV family at GSVlabs, a global innovation platform in the heart of Silicon Valley, before joining GSV Asset Management.
This information is for educational and discussion purposes only. GSV Asset Management, LLC (“GSV AM”) reserves the right to amend or change the data in this material at any time without notice to you.
This information should not be construed as an offer to sell any security. It is neither a prospectus nor an advertisement and no offer is being made to the public.
The information presented in this material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed. Any projections, estimates or opinions expressed herein are those of GSV AM and should not be construed as fact or absolute statements. Furthermore, they are subject to change without notice to you.
Performance numbers presented here may be unaudited, preliminary and based on estimates. Final and audited performance figures may vary considerably from these estimates. Individual performance may vary based on a number of factors, including the timing of the investment.
GSV AM has broad discretion over the investment of its funds and the investment process and style may change over time based upon numerous factors. Therefore, no expectations may be established or conclusions may be drawn regarding the investment process or portfolio construction.
Certain statements contained in this material are forward-looking statements that should not be relied upon as a representation of future performance of any GSV AM fund. There can be no guarantee that investment objectives will be obtained. An investment in a GSV AM fund is speculative and involves a high degree of risk. An investor can lose some or all of his or her investment. Past performance is not indicative of future results.
GSV AM claims compliance with the CFA Institute Asset Manager Code of Professional Conduct. This claim has not been verified by CFA Institute.
The contents of this presentation should not be construed as investment, tax or legal advice. You and your advisors should consider any investment, tax or legal matters relevant to an investment in the GSV AM funds. You must rely on your own due diligence and the terms of the offering in order to make an assessment of the suitability of an investment in a GSV AM fund.
No representation or warranty, express or implied, is given to the accuracy or completeness of this material by GSV AM, its general partners, advisory board members, affiliates or employees and no liability is accepted by such persons.