We're beyond excited to introduce our newest team member, Chris Ferris, who has joined us as the Head of Investor Relations and Capital Formation at Cohen Circle. Chris plays a key role in leading our capital formation efforts and overseeing our investor relations function.
Before joining us, Chris gained valuable experience as a Director at Franklin Venture Partners, focusing on capital raising and investor relations. Prior to joining Franklin Templeton Investments in 2018, he served as a Vice President at Bank of America Merrill Lynch, specializing in private equity due diligence. In this role, Chris was responsible for sourcing, underwriting, and monitoring private equity investments for high net worth clients of Merrill Lynch Wealth Management. His career also includes various product roles at John Hancock and Fred Alger Management.
Chris holds a B.A. in Business Management from Gettysburg College and earned his M.B.A. from the Gabelli School of Business at Fordham University. A native Bostonian, Chris still roots for his home teams, but currently resides outside of NYC with his wife and two daughters.
We're looking forward to Chris's contributions to our team and are excited to welcome him to Cohen Circle. Read on to get to know our newest team member.
What are you most excited about in your new role?
I am excited about the opportunity to work with FinTech pioneers, Betsy and Daniel Cohen, to help continue building a differentiated investment platform that excites both founders and investors.
I believe that when investing in private assets, having access to the best assets increases your probability of successful outcomes, and in order to gain access to the best assets you need a differentiated value proposition. The Cohen Circle platform has been built by former founders, which means we have a deep understanding of the challenges to build a successful business. This understanding, our operational experience and our global networks are key components of our differentiated value proposition which allows us access to high quality investment opportunities. I look forward to building relationships with limited partners that are interested in leveraging our platform to create positive outcomes.
What recent trends in venture investments have caught your attention, and why are they significant for investors and startups?
We still have not seen the reset in private valuations that many VC’s and allocators have been waiting for; I think there is going to be a lot of opportunity to deploy capital into high quality assets at attractive prices in the next 12-24 months via the secondary market and as companies raise primary capital again.
In the venture space, how can startups build and maintain trust with investors throughout their growth journey?
Transparency is very important. The more transparent companies can be with GP’s, the more transparent GP’s can be with their LP’s. Trust is such an important building block of long-term partnerships.
What’s the best advice you ever got?
While this falls more in line with a principle I adhere to rather than explicit advice, I do think the Golden Rule holds true, especially when trying to build long-term relationships with investors.