Welcome as a new Wisdom Board member!

Thank you for joining our leadership community as a Base Member.

Please stay tuned for our full membership programs launching shortly.

 

BASE MEMBER

Initial member package

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Asset #1 - webinar - Corporate Governance and Best Practices in Privately Owned Companies

Wisdom Board founder, R. Adam Smith, hosted a live panel with several experts in corporate governance for a one-hour session, covering a range of important topics including:

  • best practices in governance;

  • corporate transaction preparation;

  • director fiduciary duties;

  • independent directors;

  • response to the current recession and pandemic;

  • corporate sustainability and legacy.

The panel presented to leading decision-makers from institutional investors, investment bankers, family offices, marketplace lenders, private equity firms, hedge funds, wealth management firms, senior lenders and asset managers.  ** see below **

Produced July 16, 2020.

*NOTE: if you seek a downloaded copy, please contact us (recorded by iGlobal Forum)

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Asset #2 - a special report by human capital world leader, Korn Ferry.

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Asset #3 - private consultation with the founder of Wisdom Board.

Our new Base Members receive a video consultation with our founder, R. Adam Smith, at no charge. Please click below for an appointment.

R. Adam Smith is a founder of Wisdom Board Inc. He is an experienced investor, advisor, and builder of tens of startup, venture and private equity-backed companies in the U.S., and abroad, since the mid-1990s. Through private equity partnerships he has led and/or sponsored since 2002, Adam has invested in over a dozen privately-held companies (including seven acquisitions) with a combined $600 million in sales and over $250 million of contributed equity invested capital, while also forming and serving on the Board of Directors, or Advisory Boards, of each company. 

Adam is the founder and manager of alternative investing holding company, RAS Capital Partners LLC. In 2002, Adam founded Circle Peak Capital LLC, a private investment merchant banking partnership based in NYC he still manages today and which has served tens of limited partners with over $50 million of invested capital over time.

Adam is an active patron and philanthropist, including roles as: Co-Founder of Leukemia Fighters at Weill Cornell College (one of the leading oncology non-profits affiliated with a top U.S. hospital), board member of the Musicians Treatment Foundation (the leading national injury treatment non-profit for musicians), board member of VentureCapital.org, and previously, on the founding Board of Directors of National Sawdust (aka, Original Music Workshop) in Brooklyn, an advisor to the Museum of Arts and Design, the leading museum of innovation in craft, art, and design (founded 1956), a special advisor to the Tanenbaum Center, and a founding member of the Dean’s Advisory Board of the Frederick S. Pardee School of Global Studies of Boston University.

Earlier in his career, Adam served as a principal at two leading private equity firms based in New York City, Caxton-Iseman Capital, an affiliate of Caxton Associates, one of the world’s legendary alternative investment organizations (founded 1993), and Castle Harlan, Inc. (founded 1987) each holding over $2 billion in aggregate managed equity capital. Adam was the first employee and instrumental in the success of a global emerging markets (half a billion dollar) hedge fund formed in 1996, Columbus Advisors LLC by the heads of Merrill Lynch emerging markets.

Adam started his career on Wall Street in 1993, holding positions at top firms including Salomon Brothers Inc., J.P. Morgan, and Lehman Brothers Inc. After Salomon Brothers, Adam earned an MBA in 1998 with high honors (Beta Gamma Sigma) from the Graduate School of Business at Columbia University (CBSGSB), and a BA cum laude in International Relations and Economics from Boston University.


Adam is an active alumnus of CBSGSB, a founding board member of the CBSGSB Private Equity Advisory Board, and a founder in 1996 of the school’s now legendary Investment Management Conference. In addition to his role as Founder and CEO of his three primary holdings, Circle Peak Capital LLC, Big Sky Partners LLC, and Family Office Private Advisors LLC, Adam is a founding special advisor to hedge fund platform, Stride Capital LLC (since 2010), and was appointed in 2016 to the Advisory Board of the NY Tech Fashion Lab, a collaboration with Springboard Enterprises and the Partnership Fund for New York City and leading fashion and technology organizations.