Annual Meeting 2024
Tuesday, December 10, 2024
LP meeting: 12:00pm – 1:30pm
Keynote and Company Case Studies: 1:30pm – 5:00pm
Reception: 5:00pm – 6:30pm
Ivy Terrace Lounge
10 Grand Central
155 East 44th Street, New York, NY 10017
Dinner: 6.30pm – 8.00pm
The Consulate Midtown
44 West 56th Street, New York, NY 10019
Join Rebalance Capital as we recap 2024 and look ahead to the coming year.
At Rebalance Capital we aspire to be the leading alternative asset manager propelling upward economic mobility. Please join us at our inaugural Annual General Meeting to learn more about how we have been executing on our thesis, the FinTech and WorkforceTech companies we have backed, and the talented community that makes our work possible.
We are delighted that our keynote speaker will be Raj Chetty, a leading global thinker on upward economic mobility and the William A. Ackman Professor of Economics at Harvard University. Professor Chetty is the Director of Opportunity Insights, a non-partisan organization that uses big data to develop scalable solutions empowering people throughout the US to achieve better life outcomes.
Speakers & Panelists
Raj Chetty
Keynote Speaker
William A. Ackman Professor of Economics, Harvard University and Director, Opportunity Insights
Raj Chetty
Professor of Economics,
Harvard University
Director, Opportunity Insights
Raj Chetty is the William A. Ackman Professor of Economics at Harvard University and a globally leading academic on the topic of upward economic mobility.
He is the Director of Opportunity Insights, a non-partisan research institute that leverages big data to develop scalable solutions that empower people throughout the US to achieve better life outcomes.
Will Sealy
Founder & CEO
Summer
Leading a panel with an employer customer and a Summer user
Will Sealy
Founder & CEO
Summer
Will is the Co-Founder and CEO of Summer, a mission-driven FinTech that partners with employers and recordkeepers to help borrowers track their student loans and enroll them in the best possible repayment plan. Summer has saved borrowers .75 billion dollars in student loan payments to date.
Benny Boas
Founder & CEO
Upright Education
Leading a panel with a college partner and an Upright student
Benny Boas
Founder & CEO
Upright Education
Benny Boas is the Founder and CEO of Upright Education, a WorkforceTech start-ups that partners with community and regional colleges to close the digital skills gap for working adults by helping them to build toward high-demand and high-paying careers. On average, Upright’s students income increases by 35% following graduation from its courses.
Preliminary Agenda
Lunch
Limited Partners and Rebalance Team
AGM/Fund Overview (conference room)
Josh Tanenbaum & Barr Even, Managing Partners
Opening Remarks
Josh Tanenbaum & Barr Even, Managing Partners
Keynote Address
Raj Chetty, William A. Ackman Professor of Economics at Harvard University and Director, Opportunity Insights
Break
Portfolio Case Study: Summer
Will Sealy, Founder & CEO
Maggie Ruvoldt, CHRO, Learn Behavioral
Marissa Klages, Summer user
Portfolio Case Study: Upright
Benny Boas, Founder & CEO
Peter McAliney, Director of Professional and Executive Education, Rutgers School of Business
Taylor-Rae Carvalho, Upright UX/UI Design Bootcamp graduate
Reception
Dinner
La Grande Boucherie
10 Grand Central
155 East 44th Street
New York, NY 10017
©2024 Rebalance Capital