ABOUT US

WHO WE ARE

We are an investment company specializing in asset management and advisory services. Our strategy is based on managing funds, providing upfront capital to investments that fit our criteria, and offering advisory services to companies in need of financial and investor relations strategy.

We pursue a generalist approach, remaining agnostic to industries and geographies in order to capture the best opportunities across asset classes.

We utilize platforms and market industry services to assess market size and potential growth characteristics, access industry experts for further insight into a particular industry or company, perform traditional financial statement and competitive analysis and test non-traditional methodologies, and pursue cross-over investing strategies that provide unique industry insights. 

We invest in Early, Seed, and Series A private market opportunities.

We look for and invest in alternative investments and markets such as: crossover investment strategies, digital securities, M&A opportunities, and public company shells and SPACs.

We invest in publicly traded securities.

We provide financial analysis and strategy-based services to funds and to Early, Seed and Series A companies.

WHAT WE LOOK FOR

  • Product innovation. 

  • Entrepreneurial leadership.

  • Strong business acumen.​

  • In roads to the investment community.​

  • Validation from the investment community.​

  • Integrity and grit.​

  • A willingness to adapt to changes in the macro and micro environments.​

  • An ability to pivot when faced with changing circumstances.​

MEET THE TEAM

Anthony J. Iarocci
Mr. Iarocci is President, Chief Executive Officer, and a member of the Board of Directors. He also serves as President and is a member of the Board of Directors of Du Lac Capital Assets, Inc. Mr. Iarocci has worked in the securities industry as an investment advisor and an administrator for 42 years.  This includes 29 years of overseeing Wedbush Securities Wealth Management activities for the state of Arizona where he served as a Vice President, Senior Vice President and Principal. During this time, Mr. Iarocci had direct responsibility for asset management, business budgeting, regulatory responsibilities, and staffing.  Mr. Iarocci was also a key contributor to the Company’s broad based corporate strategic initiatives. Mr. Iarocci graduated with a bachelor’s degree in government from the University of Notre Dame. He completed his education with an MBA from the University of Chicago with a concentration in finance.
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Michael J. Schnaus
 
Mr. Schnaus is Executive Vice President - Strategic Development and a member of our Board of Directors. Michael J. Schnaus is an independent consultant providing advisory services in mergers and acquisitions, joint ventures, and strategic alliances. Previously, Mr. Schnaus was the Senior Vice President of Corporate Development at Entrust Datacard Corporation until September 2016. Mr. Schnaus had been an executive with the company since 1997 and was responsible for mergers and acquisitions, joint ventures, and strategic alliances with outside companies on a global basis. Mr. Schnaus has over 33 years of experience in corporate development and finance, including with Alliant Techsystems (formerly Honeywell) from 1991 to 1997, and other publicly held companies in Los Angeles and Phoenix. Mr. Schnaus currently is a member of the Board of Directors of Du Lac. Previously, Mr. Schnaus served on the Board of Directors of other private companies in the United States, the United Kingdom, and Australia. Mr. Schnaus earned a bachelor’s degree in accounting from the University of Notre Dame and an MBA from UCLA with concentrations in accounting and finance.
John P. Moran
Mr. Moran is a member of our Board of Directors. John P. Moran retired from his position as Managing Director of Blackrock, Inc. in 2013 after 18 years with the world's largest global investment management corporation. At Blackrock, he was the senior representative for Cash Management and Liquidity within the Account Management Group, and co-head of the Cash Management Sales and Marketing team.  He was responsible for product development and overall management of the mutual fund operations provided to nearly 1,500 institutional clients.   Prior to joining BlackRock in 1995, Mr. Moran’s experience included time as a Principal and Director of Sales for Provident Distributors, Inc. (PDI), Senior Vice President and Director of Client Relations for Lehman Brothers, and Vice President with Goldman Sachs Funds Group where he was responsible for sales management.  Mr. Moran earned a BS degree in International Relations in 1971 from St. Joseph University and an MA degree in Political Science from Villanova University in 1974.  He holds NASD Series 7, 26, and 63 licenses.
                                                               Molly M. Iarocci
Ms. Iarocci is our Senior Vice President - Private Investments & Advisory. Ms. Iarocci spent five years with Stifel Financial Corp. as an equity research associate analyst covering consumer discretionary brands and retailers. Ms. Iarocci’s experience included public and private company financial modeling and valuation, participation in and development of proprietary research, IPO advisory, and frequent communication and interaction with executive management teams and institutional clients.  Ms. Iarocci earned a BBA in Management, Entrepreneurship from the University of Notre Dame, an MBA from the University of Notre Dame with a concentration in investments and corporate finance, and a Masters of Science in Business Analytics from Arizona State University. 
Josh Bellatti
Mr. Bellatti is an Analyst - Investments & Advisory. Mr. Bellatti has served as an independent consultant for Bachman Cattle Farms, LLC and the University of Denver’s Reiman School of Finance.  His experience included private company financial modeling and valuation, strategic planning and forecasting, and debt restructuring.  Additionally, he was a wealth management client service intern at Corfee & Associates where he was responsible for account maintenance and portfolio analysis.  Mr. Bellatti earned a Bachelor of Science in Audio Engineering Technology from Belmont University and a Master of Science in Applied Quantitative Finance from the University of Denver.
Luke Turner
 
Mr. Turner is an Analyst – Investments & Advisory. Mr. Turner previously served as an Investment Banking Analyst at CKS Advisors. He also performed healthcare valuation and advisory services as an Analyst at Root Valuation. Mr. Turner’s experience included private company financial modeling and valuation, M&A advisory, and strategic planning.  Mr. Turner earned a Bachelor of Science in Economics and Finance from the University of Wyoming and a Master of Science in Applied Quantitative Finance from the University of Denver.