Richard de Lima

President and Chief Investment Officer

A 30-year experienced financial and operational professional underwriting $3.5B+ equity and $400M+ in commercial credit transactions, and 4 startups to successful exits. Today he is the Chief Investment Officer to a Single Family Trust Fund and Portfolio manager and advisor to several investment funds. 


Steven Insalaco

Managing Director and Business Intelligence 

Managed a $3.5 billion healthcare portfolio, serving as a Business Intelligence and risk management advisor to Fortune 500 and aerospace companies, including ExxonMobil and Northrop Grumman. His distinguished career also features honorable service in U.S. Military Intelligence, holding a Top-Secret Clearance.

Valarie Wu

Chief Strategist Portfolio Officer

Valarie Wu stands out in strategic portfolio management and family office advisory, showcasing deep expertise in business development, investment strategy, and legal compliance. Renowned for leading of the largest companies in China including 100s of Asian family offices. 

Jurika Fratiwi

Executive Director Asia Pacific Investments 

Secretary General of the Indonesian Micro and Small Entrepreneurs Association and Chairwoman and Founder of Pertiwi Alam Jaya. Ms. Fratiwi demonstrates her commitment to the growth of micro and small enterprises and leading trade in Coco Fiber throughout Southeast Asia. 

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