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Mark Herbert is the California Director for Small Business Majority.

Heidi Pickman is an associate director of the California Association for Micro Enterprise Opportunity.

Louis Caditz-Peck is director of public policy at Lending Club.

Navid Alipour is co-founder and managing partner at Analytics Ventures, a Venture Formation Fund focused on starting new ventures with artificial intelligence and machine learning at their core. Through the founding of multiple Artificial Intelligence (AI) based companies like CureMetrix and CureMatch, Navid is a long-time entrepreneur in the AI space, and looks to address the need between angel investors and big venture capital funds. He has a passion for finding scientists and academics who are domain experts in their respective fields, and helping them turn their research into viable businesses, helping build companies from inception.

Most apps and automated investing from firms should be understood as sales efforts; private equity is backing tech to replace advisors.

Ryan Kottenstette’s career has spanned executive management, product development, and venture capital. Prior to cofounding Cape Analytics, Ryan was an investor at Khosla Ventures, a leading Silicon Valley venture capital firm where he invested in and incubated several technology companies applying computer vision and artificial intelligence in industries ranging from shipping logistics, to agriculture, to healthcare. Ryan holds an MBA from the Stanford Graduate School of Business, as well as an engineering degree from Santa Clara University. Ryan has a very supportive wife and two young children, and in his rare spare time he enjoys spending time hiking with his family and riding/repairing old motorcycles.

The net outflows are staggering, but recent studies show the relationship is far more nuanced.

Advisor Gary Hirschberg already has plans to expand his young firm.

Observers expect only modest changes from comment letters, and look ahead to a vote to enact new advisor and broker regulations.

Private Ocean – Mosaic combination brings software expertise to financial advice battleground