Jonathan Steinberg has built one of the world’s largest financial services companies, which is also the fourth-largest gold manager in the world. His venture, Wisdom Tree, invests in exchange-traded funds (EFTs) via the WisdomTree U.S. LargeCap Fund, WisdomTree U.S. Quality Dividend Growth Fund, and WisdomTree U.S. Multifactor Fund.

EP 657 Jonathan Steinberg On Taking On BlackRock With $92 Billion In Assets Under Management

Alejandro Cremades is the founding partner at Panthera Advisors which as premier investment banking and financial consulting firm. The firm focuses on small to medium size companies that are looking for M&A advisory as well as support with fundraising efforts. 

Alejandro is a serial entrepreneur that most recently cofounded Onevest, one of the largest online communities of entrepreneurs. At the time of its acquisition, Onevest had close to 450,000 registered active members.

Prior to Onevest, Alejandro was an attorney at King & Spalding where he was involved in one of the largest investment arbitration cases in history with $113 billion at stake (Chevron vs. Ecuador). 

Alejandro guest lectures at NYU Stern School of Business and The Wharton Business School. Alejandro has been included in the Top 30 Under 30 lists of Vanity Fair, Entrepreneur Magazine, and GQ Magazine. Moreover, TechCrunch recently featured Alejandro as one of the expats that is shaping New York’s tech.

Alejandro has been involved with the JOBS Act since inception. He was invited to the White House and the US House of Representatives to provide his stands on the new regulatory changes.

Alejandro is a Forbes contributor as well as the author of the bestselling book The Art of Startup Fundraising. The book is published by John Wiley & Sons and includes a foreword by Barbara Corcoran.