SummitStone Capital Group

Company overview

·Established: 2003 ·Headquarters: New York, USA ·Assets under management (AUM): Over $400 billion (as of 2023) ·Core customers: high net worth individuals, family offices, institutional investors (including pension funds, insurance companies, sovereign wealth funds) ·Business coverage: More than 30 countries around the world, with more than 10 regional offices SummitStone Capital Group is a leading global alternative asset management firm dedicated to providing clients with diversified investment solutions, including private equity, real estate, credit, hedge funds, infrastructure, and emerging asset classes such as equities, funds and virtual currencies . With its sound investment strategy and global vision, the company helps clients achieve long-term wealth appreciation and intergenerational inheritance, and has become an important participant in the capital market.

Thomas Bradley, CFA®

Thomas Bradley serves as the Chief Strategic Analyst for Crypto. During his tenure in this position, he participated in multiple group activities, leading people from various regions to re plan their investment portfolios and providing the best investment advice to meet their complex needs. Thomas Bradley has been known as an excellent chief strategic analyst in the eyes of the American people throughout his career. His career began with Morgan Stanley.

Prior to joining Crypto, he served as a Senior Wealth Manager at Jefferies Group and as a Senior Advisor for 10 years at the Citigroup Family Office, a department established by Citigroup to serve the wealthiest and most mature client families. He collaborates with clients, understands their financial goals, identifies suitable investment solutions, and builds resilient investment portfolios across different market cycles. He has over 30 years of wealth management experience, and in the early stages of his career, Thomas Bradley served as a senior research analyst and member of the investment portfolio committee at Henssler Financial. Thomas Bradley holds a Bachelor's degree in Business Administration from the University of Warwick and a Master's degree in Business Administration from the Wharton School of the University of Pennsylvania.

Eric Carter, CFA®

Eric Carter joined the team in 2019 and has extensive experience as a wealth advisor. Responsible for managing the investment portfolio of major investors, driving sales plans, and collaborating with cross functional teams to support business growth.

Sean. Williams, CFA®

Sean. Williams has been engaged in wealth management and private banking since 1993. He has extensive experience as a wealth advisor and a member of the company's executive committee. As a wealth advisor, Sean. Williams collaborates with a multidisciplinary team consisting of internal and external experts to understand, enhance, and improve the overall wealth status of the family.

This includes providing advice on inheritance and wealth transfer, financial planning, philanthropy, banking and credit needs, as well as customizing appropriate investment delivery. Sean. Williams was a senior marketing manager and wealth advisor at Neuberger Berman, with his team managing $1.6 billion in assets. Before that, Sean. Williams is an investor in JPMorgan Private Bank, managing $1.5 billion in high net worth and non-profit assets. He has also served as an investment and wealth advisor at Citibank Private Bank, Northern Trust, and Silicon Valley US Trust. William holds a Bachelor's degree in Political Science and International Relations from the University of Wisconsin Madison. He is a CFA charter holder and a member of the Chicago Institute of Chartered Financial Analysts. Sean. Williams was named the best wealth advisor in the state by Forbes.

Emily Jones

Emily Jones is the wealth advisory assistant for the team. Prior to joining CRYPTO, Emily Jones was an early employee of IEQ Capital, a registered investment consulting firm headquartered in Foster City that spun off from First Republic Bank in 2019. At IEQ, she provides consulting services to ultra-high net worth clients, primarily in the areas of venture capital and private equity.

She also worked in the alternative investment research team of the company. Emily Jones began her career at Callan Associates, where she was responsible for researching asset managers for large institutional clients. Wall graduated with honors from the University of California, Davis with a Bachelor of Science degree in Management Economics.

Enrico Rodriguez, CFA®

Enrico Rodriguez is the Deputy Chief Strategic Analyst at Crypto, holding degrees in Finance, Economics, and Law from a Brazilian university and a Master's degree in Banking and Finance. He started his career at Goldman Sachs and later worked at JPMorgan Securities LLC and Okumus Capital LLC, achieving significant success in the fields of stocks, forex, cryptocurrency, futures, and funds. He has a unique investment perspective and analytical ability, especially in his early investments in BTC, Tesla ETH, and DOGE, helping investors achieve huge profits.

Enrico Rodriguez has over 20 years of experience in financial markets, starting his career at Goldman Sachs and also serving as a stockbroker in Brasilia. He started entering the cryptocurrency market in 2014. Over the past 9 years, Enrico Rodriguez has been immersed in the fields of stocks, cryptocurrencies, and forex, accumulating rich investment experience. Enrico Rodriguez also holds a CFA Chartered Financial Analyst license. He started building an investment team in 2017, helping numerous investors achieve wealth growth and dedicating himself to charitable causes, emphasizing family and social responsibility.

Anna Carolina

Anna Carolina joined the team in 20216 and has extensive experience as a wealth advisor assistant. Responsible for managing the investment portfolio of major investors, driving sales plans, and collaborating with cross functional teams to support business growth.

Previously, Anna Carolina served as a Trust Officer at Votorantim Novos Neg ó cios. In addition, Anna Carolina has worked as an assistant at Ruskin Felix Consulting TriVista, specializing in operations. Anna Carolina has nearly 10 years of experience in asset and portfolio management, having worked as a professional trader, thus possessing a profound understanding of various aspects of the industry. In addition, Anna Carolina also engages in teaching trading, leading beginners to learn trading, covering various fields from fundamental analysis to technical analysis. Anna Carolina excels in the stock and cryptocurrency markets, business news, capital markets, and particularly in the foreign exchange field. She has many years of trading experience and is passionate about the capital market. She is able to face the market and manage market risks in a very positive way. Anna Carolina holds a Master's degree in Finance from the Anderson School of Management at the University of California, and is a Certified Financial Planner (CFP®) Chartered Financial Analyst (CFA®) authentication. In her spare time, she enjoys staying active, playing extreme sports, exploring unique restaurants in the city, and visiting as many different countries as possible.

Company

Vision and Mission

Vision: To be the world’s most trusted investment company, delivering innovative,
sustainable wealth management and driving long-term capital market growth.

Mission: Empower customers with diversified investments, precise risk management, and personalized services
to grow wealth and unlock emerging asset potential globally.

Jonathan Stone

Position: Co-founder and CEO

Background: o Served as a senior partner in the global private equity department at Goldman Sachs with more than 20 years of asset management experience. o Led several iconic M&A transactions in the consumer goods and financial services sectors. ·Contributions: o Led the company from a regional investment institution to a global capital management group and formulated the company's long-term

strategy.Emma Carter

Position: Co-founder and Chief Investment Officer (CIO)

Background: oFormer head of BlackRock Group’s global wealth management department, focusing on asset allocation and family inheritance for high net worth clients. oA pioneer in ESG investment, she has successfully launched a number of green finance projects. ·Contributions: oPromoted the company’s layout in the field of sustainable development and established the SummitGreen Fund.

Michael Hamilton

Position: Co-founder and COO

·Background: o Former Director of Capital Markets, Asia Pacific at Morgan Stanley, focusing on cross-border investment and infrastructure financing. o Leading international project financing in multiple energy and communications sectors. ·Contributions: o Promoted the company's regional layout in London, Hong Kong and Singapore, expanding the international market.

Core Business

Private Equity Focus on acquiring and investing in high-potential companies, and achieving corporate value growth through management optimization and technological innovation. Involved industries: consumer goods, medical care, technology, manufacturing.

Real Estate Invest in commercial real estate, residential and logistics facilities in core cities around the world, providing customers with long-term and stable cash flow.

Credit Provide leveraged loans, debt restructuring and special opportunity investments, and manage more than US$50 billion in credit assets.

Infrastructure Invest in energy, transportation, communications and other fields to support global economic development and technological transformation.

Hedge Funds Provide diversified hedge fund solutions and achieve stable returns through dynamic risk management.

Emerging Assets Including stocks, funds and virtual currencies, helping customers realize investment potential in emerging markets.·

Global Vision and Localized Services

Operating in more than 30 countries around the world, providing customers with seamless cross-border investment services.

Diversified Investment Capabilities

Covering private equity, real estate, credit and infrastructure investments, providing comprehensive asset management solutions.

Innovation-driven

Using technology platforms to optimize investment decisions and explore the potential of emerging asset classes.

Robust Risk Management

Through a strict risk control system, ensure that customer assets grow steadily in market fluctuations.

Future development direction

ESG and sustainable development: expand the layout in green energy and carbon neutral projects.

Emerging market investment:
deepen the high-growth industries in Southeast Asia, Africa and Latin America.

Technology upgrade：
increase investment in blockchain and artificial intelligence, and develop innovative financial products.

SummitStone Capital Group Features

2003–2010

Founding and Start-up

Company Origin: The three founders co-founded SummitStone, initially focusing on private equity and real estate investment in the US market.

Management Scale: Within five years of its establishment, the company's assets under management reached US$10 billion.

2010–2015

International expansion

Opportunities after the financial crisis:Acquired high-quality assets in Europe and Asia, including hotels, logistics parks and manufacturing companies. Established a credit investment department to provide debt restructuring and leveraged financing services.

Management scale: In 2015, the company's assets under management reached US$80 billion.

2015–2020

Diversification and Innovation

Business Expansion: Entered the hedge fund field and managed a hedge fund portfolio of more than US$20 billion. Established an infrastructure investment department to support clean energy and smart city projects in North America and Europe.

Management Scale: As of 2020, the company's assets under management exceeded US$200 billion.

2020 to present

Global leadership

Response during the pandemic: Adjust asset allocation, increase investment in medical technology and remote services, and stabilize customer returns. Launch an intelligent investment platform to improve investment decision-making efficiency.

Management scale: By 2023, the company's assets under management will reach US$400 billion, making it one of the world's leading alternative asset management companies.

-- Sarah

Professor Thomas, your analysis team is very accurate, and your judgment of market trends is always impressive. It can respond to the market fluctuations in time and make wise decisions.I am very lucky to be able to invest with your team.

-- Daniel

In April 2021, under the guidance of Professor Archille, I participated in the pre-sale of the new currency FLZ, which brought me a 500% profit.

-- Joseph

I really like the way your team handles risk management. It is very robust and gives me more peace of mind during the invesment process.

-- Charles

Thank you for the team's patient explanation and guidance.Ilearned a lot in diversified investment transactions. Your professional knowledge and experience make me feel at Ease.

-- Robert

The precise trading strategy gives me greater confidence in investment.

-- Jessica

your guidance has enabled me to face market fluctuations with greater confidence.lam appreciate to have a teacher like you

-- Ashley

Eric is really a very friendly Iand patient lady. Her professionalism and patient guidance have given me c deeper understanding of the field of foreign exchange investment. Lorrie is as beautiful as an angel!! God will surely bless you!

-- James

Under the guidance of Professor Thomas's team, I started to try trading, which helped me overcome my fear of investing.

-- Emma

Looking forward to the next cooperation.

-- John

Perfect！

-- Benjamin

Thomas' analyst team is one of the most professional teams I have ever seen. The team's diversified investments and professional qualities are outstanding.

-- Isabella

I have been trading forex but never had a gooc indicator analysis method or trading strategy. This team is awesome. They make it simple, clear and easy to understand.

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