Life Science Investing- Family Offices

Recorded Live at the White Hat Life Science Investor Conference on September 19, 2024 at the Phoenix Convention Center.
Moderator: Joan Koerber-Walker
Panelists
Jamie P. Constantine, Partner at Middle March Partners
Jamie P Constantine spent 35 years as a financial and family wealth advisor with Morgan Stanley and its predecessor firms. Since leaving Morgan Stanley, Mr. Constantine has leveraged his experiences and abilities into advisory roles as an investment banker and business consultant at Middle March Partners. He focuses on health care, high-tech, and energy-related companies, including green energy. Passionate about helping young businesses on their growth path, he works with clients from startup to Series B round capital investment, supporting both debt and equity capital raises.
Dan Tolbert, Chief Investment Officer, Seals Family Office
Dan Tolbert is an experienced investment professional with over 40 years’ experience managing investments for ultra-high net worth families, private corporations, banks, foundations, and leading capital market transactions. Strong track record of providing exceptional investment performance and analytics involving complex investments, with an emphasis on tax efficiency. Skilled at building and maintaining long term relationships with clients and collaborating with colleagues, with a strong emphasis in securities, commercial transactions and tax/financial planning.