Jose Chesmore

Flourish Fi is a data-driven engagement and financial wellness platform for financial institutions. Flourish is on a mission to empower people to establish positive money habits. Flourishs engagement and financial wellness platform enables financial institutions to support their customers financial health while forming more loyal and profitable relationships. The turnkey and modular platform make it easy for banks, credit unions, lenders and others to implement digital solutions that attract consumers new to financial services and drive meaningful financial actions. Engagement as a service platform, redesigning the way people interact with money.

Flourish Fi is a data-driven engagement and financial wellness platform for financial institutions. Flourish is on a mission to empower people to establish positive money habits. Flourishs engagement and financial wellness platform enables financial institutions to support their customers financial health while forming more loyal and profitable relationships. The turnkey and modular platform make it easy for banks, credit unions, lenders and others to implement digital solutions that attract consumers new to financial services and drive meaningful financial actions. Engagement as a service platform, redesigning the way people interact with money.

At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making. With over 200 years of global financial leadership, we equip institutional investors through a comprehensive suite of capabilities: Investment Services: Integrated front-to-back solutions across custody, accounting, and operations. Investment Management: Index and active strategies from one of the world’s largest asset managers. Markets: Multi-asset trading, FX solutions, and data-driven research to enhance portfolio value. Who We Are • 50,000+ employees worldwide • Active in 100+ markets • #1 in ETF servicing What You’ll Find Here • Executive perspectives and thought leadership • Timely market commentary and macro insights • Our views on investment operations, ETFs, private markets, and digital finance • Stories reflecting our culture, values and commitment to diversity and inclusion

Lighthaven Capital Management manages the Lighthaven Fund, a high-performing long-short equity hedge fund based in San Francisco, California. We specialize in performing institutional-grade research and making investment decisions in growth companies that generate superior risk-adjusted returns. Since 2008, our strategy has vastly outperformed our benchmark, generating millions of dollars in returns for our partners. We offer an investment strategy that was previously accessible only to institutions and the ultra-wealthy. Eric Chung, our Chief Investment Officer, is a former attorney and graduated with a J.D. from Vanderbilt University Law School. Mr. Chung has served as a hedge fund manager for the cryptocurrency company Coinbase Asset Management, and as a corporate attorney for industry giants such as BlackRock, McAfee, FutureAdvisor, and Coinbase. We combine Silicon Valley’s world-class engineering mindset with traditional investing expertise. We generate returns in two ways: First, like Warren Buffett or Peter Lynch, we invest in companies positioned to become the next Apple, Amazon, or Chipotle when they are small and hold them as long as possible. Secondly, we bet against overvalued companies we think will fail. Our clients enjoy: -Exceptional returns -Full transparency -Being a partner of an institutional-grade hedge fund -Alignment of interests -Having direct access to the person making investment decisions Rest assured that your portfolio is prudently invested with us and we are aligned in interest. The vast majority of Erics investable assets are in the fund, so partners can take comfort that their portfolio is actively monitored and protected. Each and every decision made for the fund is the same that Eric is making for himself and his family. Secure your financial future by contacting Eric at 415-322-0950.