EQUIAM provides simple, diversified access to the private technology asset class

Ziad Makkawi

Ziad Makkawi

Founder and CEO

  • Chair of EQUIAM Investment Committee
  • Former CEO of IstithmarWorld: $5 billion global SWF PE Portfolio
  • Founder, CEO & CIO of Algebra Capital, $1.5 billion asset manager sold to Franklin Templeton
  • 30+ years of experience building and running asset management companies, PE firms, and investment banks MBA NYU Stern; Masters in International Affairs Columbia University; B.A. Rice University
John Zic

John Zic

Partner, Founding Team Member

  • Co-responsible for design and development of EQUIAM’s proprietary investment model, as well as on-going optimization
  • Responsible for investment execution and management of EQUIAM Private Tech30 Fund and Private Alpha Fund
  • Formerly, 6th non-founder hire at Forge, executed $500M+ in private capital transactions across dozens of issuers
  • B.B.A. from the University of Notre Dame
Arin Nazarian

Arin Nazarian

Portfolio Strategist

  • Decade of principal investment experience across Private Equity and Venture Capital industries
  • Worked with a variety of early-stage and late-stage start-ups in an advisory capacity, investing family office capital of a pre-IPO Goldman Sachs partners.
  • 7th employee and Principal at the Kingfish Group, where he helped lead private equity co-investment and direct investing activities representing $1 billion+ of invested capital
  • Graduate of the Marshall School of Business Honors Program at the University of Southern California
Kirk Oliver

Kirk Oliver

Director, Placement & Distribution

  • Formerly institutional equity sales at B. Riley FBR where he worked with some of the top asset managers in the U.S. and abroad.
  • Worked with a variety of start-ups in an advisory capacity and has bootstrapped various projects in the Tech & Real Estate sector.
  • Full-stack web developer hobbyist.
  • University of Colorado Boulder, Quantitative Finance, Economics, and Computer Science.
Laxus Tat

Laxus Tat

Investment Engineer

  • Extensive experience in multi-billion AUM asset management and application of quantitative research to drive investment decisions, signal construction, process improvement.
  • Data science, machine learning and optimization enthusiast.
  • Programming since 9th grade and previously a professional gamer.
  • Master of Financial Engineering from UCLA Anderson, B.S. in Computer Science from University of Colorado at Boulder.
Samantha Chow

Samantha Chow

Sr. Associate, Operations

  • Former Associate at Goldman Sachs Asset Management: worked on trade settlement and various operational work for Goldman Mutual Funds.
  • Fund admin experience with a variety of multi-billion dollar hedge funds & private equity funds. Responsible for investor services, client implementations, and process improvements.
  • B.S. from the University of Illinois Urbana-Champaign, Incoming Masters of Accountancy from the University of Illinois Urbana-Champaign Gies College of Business (expected 2022).
Vijay Advani

Vijay Advani

Advisor

  • Former Executive Chairman of Nuveen, grew AUM by 14% to $1T during tenure
  • Former co-President of Franklin Templeton Investments
  • Ex-World Bank senior executive advising governments on financial markets development
  • Board member of: BowX (SPAC), The Hive, Global Impact Investing Network. Investment committee at Santa Clara University
  • University of Mumbai; University of Massachusetts Amherst (MBA)
Mike Ryan

Mike Ryan

Advisor

  • Co-Founder and CEO of Bullet Point Network
  • Former Head of Public Equity and Absolute Return at the Harvard endowment
  • Former Head of Global Securities (overseeing equities, fixed income, currencies & commodities) at Credit Suisse
  • Former Partner and Head of Global Equity Products at Goldman Sachs
  • Graduated summa cum laude from Yale University with a B.A. in Economics; Academic All-American in basketball
Najam Kidwai

Najam Kidwai

Executive Committee Member

  • Partner at Alpview Capital; holds several Board and Advisory Board seats including at 23&Me, Infomedia, Forge, Boxed, Fusion.Org and G3NiU7
  • Founding CEO of two companies that have successfully IPO’d
  • Investment roles at Frontier Ventures, Edge Venture Capital, and Stanford Research International
  • Founder and CEO of Real Time Content
Kelly Rodriques

Kelly Rodriques

Executive Committee Member

  • Current CEO of Forge
  • Founding investor of mFoundry, the leading provider of mobile banking, which was acquired by Fidelity Information Systems in 2013
  • Formerly, CEO of PENSCO, one of the nation’s leading alternative asset custodians, which was sold to Opus Bank in 2017
  • Managing Partner of Operative Capital, a Fintech venture firm based in San Francisco
Perry Ha

Perry Ha

Advisor

  • Founder and Managing Director of Draper Athena — a venture capital firm with offices in the U.S., Korea, Hong Kong and China
  • Currently serves on the board of several public and private companies including Anoto Group, JunetPlus, Moloco, and NexiaDevice
  • Member of the Leadership Board at the MIT McGovern Institue for Brain Research
Jacob Miller

Jacob Miller

Advisor, Systematic Signal Development & Analytics

  • Formerly an Investment Associate at Bridgewater Associates
  • Worked extensively with clients on systematic portfolio construction and stress testing, building tools to make portfolio biases easily understandable and actionable
  • Graduate of the honors program of Economics at the University of Chicago
Private investments are not appropriate for all investors. This asset class involves a high degree of risk, volatility and illiquidity, beyond that associated with traditional asset classes. Investors should consider private investments a supplement, comprising a modest portion of an overall investment strategy. Investors are solely responsible for, and are advised before making an investment decision with respect to the Fund to, review carefully the respective offering documents (including any relevant underlying agreements) and the related subscription documents regarding the Fund and are responsible for performing such due diligence as deemed appropriate, including consulting their own legal, tax, ERISA, and financial advisers. Any information provided by EQUIAM and its affiliates should not form the primary basis of an investor's investment decision. The material contained on this website is based upon information EQUIAM believes is reliable. However, EQUIAM does not represent or warrant that it is accurate, complete, and/or up-to-date. EQUIAM does not accept any responsibility to update any opinion, analyses or other information contained in the material. This material is for your general information only and solely to assist you in deciding whether to proceed with a further investigation of the Fund. It is not an offer or solicitation to buy or sell any security, which can be made only through the delivery of formal offering document(s) which include, among others, a confidential offering memorandum, limited partnership agreement, subscription agreement, and related subscription documents. Such formal offering documents contain additional information not set forth herein, including information regarding certain risks of investing, which such additional information is material to any decision to invest in the Fund. The information contained herein is based on certain assumptions, hypotheses, estimates, and anticipated outcomes which may or may not be true. decision...  More