George Doherty, Partner, Clipper Ship Ventures
George specializes in financial services, financial technology and technology enabled services. Prior to founding Clipper Ship Ventures, George spent six years with CCP Equity Partners. Prior to joining CCP Equity Partners in 1998, George spent two years in commercial lending with GE Capital commercial credit. George holds a BS and a BA from the University of Connecticut and an MBA from the University of Chicago.
Mark Dorn is President and CEO at DAVID Corporation and also serves on its Board of Directors. Mark is responsible for DAVID's corporate vision and its strategic direction, as well as for its growth and profitability, its product architecture, and day-to-day operations. With a background firmly rooted in insurance, risk and claims technology, Mark has been an industry leader for thirty years.
Mark has served in leadership roles as a Senior Manager at Castle Bay Consulting, Inc. an insurance technology consulting firm, DORN Technology Group, Inc. as President, where he created thirty award winning risk and claims management software programs used by thousands of industry professionals, as Senior Vice President at Policy Management Systems, now owned by CSC, and as Principal and Vice President at Tillinghast/Towers Perrin, one of the world’s largest actuarial and consulting firms.
Steven R. Isaac
Steven R. Isaac has over 35 years of experience in the insurance and technology industries (public and private sectors). Mr. Isaac has served as a director of Majesco since the completion of a merger with Cover-All in June 2015 and as a director of Cover-All since 2014. Mr. Isaac served as the Senior Vice President, Risk Division, of Ebix, Inc., a NASDAQ-listed provider of on-demand software and e-commerce services to the insurance industry, from 2009 until May 2011. In 2004, Mr. Isaac co-founded Peak Performance Solutions, Inc., a privately held insurance technology firm, and served as its CEO until 2009. From 2002 to 2004 he served as the CEO of Bridium following the merger of ecDataFlow, a provider of business-to-business electronic commerce solutions, with Bridium in 2002. He co-founded ecDataFlow in 1999 in connection with the merger of REC with another company and served as ecDataFlow's President and CEO until 2002. In 1997, Mr. Isaac co-founded REC with Earl Gallegos and served as REC's President and CEO until 1999. He served as an Executive Vice President of Marketing Communications Sector at Cadmus Communications Corporation, a provider of integrated graphic communications services, from 1997 to 1999. Mr. Isaac served as COO of the Ohio Bureau of Workers Compensation from 1995 to 1997. Prior to that, Mr. Isaac served as Director of Electronic Data Systems Corp.'s Insurance Division from 1990 to 1995. Mr. Isaac has also served as a senior executive for three large P&C insurance companies: Merchants Insurance, Milwaukee Insurance and Sentry Insurance. He has led and managed over twenty acquisitions, mostly in the P&C insurance space. He served on the Kentucky Assigned Risk Pool Board, Board Member of the Property & Liability Resource Bureau, a Board Member of the International Association of Industrial Accident Boards and Commissions, and was an Arbitrator for the American Insurance Arbitration Forum. He is a graduate of Franklin University with a Bachelor's degree in Business.
Daniel Meyer, Partner, Clipper Ship Ventures
Dan specializes in financial services, financial services technology and technology enabled services. Prior to founding Clipper Ship Ventures, Dan spent seven years with CCP Equity Partners. Prior to joining CCP Equity Partners in 2001, Dan spent four years as an equity research analyst specializing in Banks and Financial Technology with Keefe, Bruyette & Woods and Robertson Stephens. Dan holds a BA degree in Economics from Clark University and an MBA from the Wallace E. Carroll School of Management at Boston College.
Yan Ness, Chief Executive Officer, Online Tech, Inc.
Yan has more than 30 years of experience launching and managing high tech companies, from startup to scale. In 2003, he led a group of investors to acquire Online Tech and has since served as the CEO, growing the company from a small ISP with a single data room to a full service secure, compliant enterprise cloud and colocation provider. Prior to Online Tech, Yan was co-founder of CompanyCrafters and WorkWell Health and Safety Systems, which was acquired by Liberty Mutual. He also serves on the board of directors for MiQuest, a nonprofit supporting Michigan second-state entrepreneurs. Yan holds a Bachelor of Science degree in computer science from the University of Michigan and is a guest lecturer at the University of Michigan Ross School Of Business.
Jonathan Shane is a Partner at Phoenix Asset Management. Previously he was a Director at Vision Capital Advisors, LLC where he was in the Research and Investments Group. On the investment side, he evaluated potential investments, structured and negotiated the deals. Jonathan also served on the valuation committee and the risk control committee. As part of overseeing some of Vision's distressed investments, he was also on the board of 4 Elements Inc. and Halo Technology Holdings. Prior to Vision, Jonathan was Managing Director at College Retirement Equity Fund (TIAA-CREF). Over the years some of his responsibilities included Portfolio Manager, Head of Quantitative Trading and Investment Systems Officer. He also was on the Valuation Committee.
Jonathan is currently on the board of DAVID Corporation and ProfitKey International. He has an S.B. in Mechanical Engineering from M.I.T., and an S.M. in Management (Sloan School M.I.T). and completed all requirements except dissertation for Ph.D. in Finance and Economics also at M.I.T.
Gerard Vecchio has over 25 years experience in private equity investing and investment banking in insurance and health care services. He is currently an Advisor to Century Capital Management in the Private Equity Group and serves on the board of Ascension Insurance Holdings, LLC. Gerard was a Partner at Century for eight years before becoming an Advisor. Prior to Century, he was a Partner at Conning Capital Partners, a private equity fund specializing in financial services and health care services. During Gerard's 12-year tenure at Conning, he concentrated on making investments in property-casualty insurers, outsourcing firms servicing insurance clients, and health care service providers.
In his capacity as an investor, he served on numerous boards as a director or observer including Arlberg Holdings Company, Inc.; Cogent Health Care, Inc.; Familymeds, Inc.; Home Financial Network, NYMAGIC, Inc.; Paradigm Health Care; Paula Financial; and Ward North America, Inc. Prior to Conning, Gerard held investment banking positions with The Firemark Group and Nesbitt Thompson Securities, Inc. He had previously served on the state board at the Connecticut Venture Group. Gerard earned an AB degree from Middlebury College and an MBA from the Wharton School of the University of Pennsylvania.
Christopher Wall is a Partner at Phoenix Asset Management. Previously, he was a Director at Vision Capital Advisors, LLC where he focused on working with distressed portfolio companies and managing investment opportunities in healthy and distressed companies. His role included the assessment, restructuring, and monitoring of distressed portfolio assets and their sale to strategic acquirers, management groups, and the public markets. His areas of industry specialty are enterprise software, manufacturing, food processing and logistics.
Christopher serves as Chairman of the board, at Ocean Smart, Inc and is a director at DAVID Corporation and Profitkey International. He has also served as a director on the boards of Halo Technology Holdings, 4 Elements, Inc. and Fulmer Logistics. He has a B.A. in Philosophy and Economics from Columbia University.