Head of Investments - Fintech & Financial Services @ Point72 Ventures
Executive Director @ JPMorgan Chase & Co.
Director @ Credit Suisse
Education:
@
Georgia Institute of Technology
About:
Pete is an Executive Director for JPMorgan Chase Strategic Investments, focused on sourcing and executing venture-stage private investments in emerging businesses whose offerings are strategic to the JPMC franchise, its clients, and the financial services industry. He specializes in financial technology, asset management, market structure, enterprise software, data technologies, and consumer digital experience. A graduate of Indiana
Pete is an Executive Director for JPMorgan Chase Strategic Investments, focused on sourcing and executing venture-stage private investments in emerging businesses whose offerings are strategic to the JPMC franchise, its clients, and the financial services industry. He specializes in financial technology, asset management, market structure, enterprise software, data technologies, and consumer digital experience. A graduate of Indiana University where he majored in Finance, Pete started his career at JPMorgan Investment Banking in the Financial Institutions Group, later founding Bacchus Capital which made principal investments in concert finance and production, before returning to JPMorgan to the Asset Management Strategy Group to execute buyside acquisitions. His venture capital career started at FTV Capital, a $1bn growth stage venture fund focused on financial services, business services and software investing. Most recently, Pete served as Director of Principal Investments for Credit Suisse where he focused on venture-stage direct investments in financial services, market structure and software.
Executive Director @ Strategic Investments - Focused on sourcing and executing venture and growth stage private investments in businesses that are strategic to the JPMorgan franchise. Coverage sectors include financial technology, market structure, enterprise software and infrastructure technologies, and asset management. From May 2014 to Present (1 year 8 months) Director @ Principal Investments Group - One of three investment professionals managing the firm’s direct venture capital portfolio. Focused on sourcing and executing early and growth stage venture investments that leverage Credit Suisse’s industry-leading capital markets franchise and the strength of our global IT organization for sourcing and due diligence, as a client, and as a channel partner to our customers.
Sector coverage: Market structure (trading technologies, exchanges, financial services), big data / analytics, enterprise software
Investments include:
FastMatch - foreign exchange ECN
VelocityShares - exchange traded product platform
IndexUniverse - Analytics platform and publisher for index products
RainStor - high compression database technology for big data From January 2012 to May 2014 (2 years 5 months) Vice President @ Principal Investments Group From May 2010 to January 2012 (1 year 9 months) Vice President @ Investment professional with responsibilities for sourcing, executing and managing growth equity investments.
Sector coverage: Business Services, Software, Financial Services and Asset Management.
Subsectors included business process outsourcing, knowledge outsourcing, legal outsourcing, IT services, alternative asset managers, fund services and compliance
Size investments: $10-50M.
Investments include:
ETF Securities - London based pioneer of exchange traded commodities
Mu Sigma - Big data decision sciences company
Globant - Argentina based software product development firm
Daylight Forensic - Risk management advisory company. Acquired by Navigant Consulting
Freeborders - IT outsourcing firm from China
Covario - Search engine marketing / optimization SaaS software platform
IndexIQ - Advanced index products
Welton Street - Tax advantaged real estate strategies. From August 2004 to May 2010 (5 years 10 months) Associate @ Strategy & Development for JPMorgan's Asset & Wealth Management Platform From July 2003 to August 2004 (1 year 2 months) Founder @ Concert finance and production From April 2002 to August 2003 (1 year 5 months) Analyst @ Investment Banking Analyst in the Financial Institutions Group From July 2000 to April 2002 (1 year 10 months)
Bachelors, Finance @ Indiana University Bloomington From 1996 to 2000 Georgia Institute of Technology From 1995 to 1997 Middletown High School From 1991 to 1995
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