Video Interview – Bill Benjamin

Juan Carlos has held diverse executive roles in various industries during his 25+ year career:

• Chief Executive Officer. Former CEO of Gina Cucina, a Colorado-based food CPG startup, and former
  President of Atlantica Hotels, the largest privately held hotel management company in South America, based
  in Sao Paulo, Brazil.
• Family office investor. Former Vice President of The Pritzker Organization, a large family office, based in
  Chicago, Illinois.
• Private equity investor. Former investment team member of Darby Emerging Markets Fund, the first dedicated Latin America private equity fund, based in Washington, D.C.

Juan Carlos’s community service in Boise includes serving as past vice chair of the board of trustees and chair of the search committee for Riverstone International School. He is also a past trustee of North Shore Congregation Israel in Chicago. Juan Carlos holds a BSE from Wharton (University of Pennsylvania) and pursued a doctoral program in finance at Fuqua (Duke University). He lives with his family in Boise, where he enjoys snowboarding, reading history and science fiction, and hiking in the Boise foothills with his dogs.

Bill’s professional experience includes holding prominent leadership positions within both large and small companies, as well as serving on various industry and community boards:

• Investment banker. Former Managing Director in the technology investment banking group at Piper Jaffray.
• Wealth management. Former Managing Director and member of the Private Client Group Operating Committee at Piper Jaffray, Minneapolis. Head of Branch Strategic Development at UBS.
• Chief Executive Officer. Former CEO of US Bancorp Investments, the Broker-Dealer and RIA of US Bank, and of Covr Financial Technologies, an InsureTech company.

Bill’s involvement on industry and community boards includes past vice chair of the Insured Retirement Institute, as well as past member of the ABASA board and the SIFMA Private Client Committee, Washington, D.C. He is also the former president of the Edina Baseball Association. Bill has an undergraduate degree in Mathematics and Economics from St. Olaf College and an MBA from the Carlson School (University of Minnesota). He enjoys the outdoors as an avid cyclist, skier, backpacker, and wildlife photographer.

Jerry’s professional experience includes having been a business owner, a chief executive officer, an investor, an investment banker, and a Wall Street corporate attorney:

• Investment banker. Managing Director of Capstone Headwaters, one of the leading middle-market investment banks headquartered in the United States, and co-founder of Outlook Capital Corporation, a registered investment bank.
• Lawyer. Former corporate partner of Latham & Watkins, New York City, and Stoel Rives LLP, Boise, Idaho.
• Chief Executive Officer. Former CEO of a regional security company with operations in ten Western states.

Jerry is the former board chair of the Riverstone International School, board member of the Idaho Conservation League, and board member of the Interfaith Sanctuary, one of the principal homeless shelters in Idaho. In 2016, Jerry was nominated to run for the United States Senate. He is also an avid outdoorsman, as a former licensed whitewater guide on the legendary Idaho Middle Fork, Main Salmon and Selway rivers, a skier, and a cyclist. Jerry earned his undergraduate and law degrees from Brigham Young University.