2024 ACG NY Family Office & Limited Partner Series September Edition

Sam Bobley is Co-founder & CEO at Ocrolus, a document AI platform that enables faster and more accurate financial decision-making. Since he was a little kid, Sam was trained to build businesses and take calculated risks. He started building Ocrolus in his parent’s kitchen when he was 22-years-old. Ten years later, the company has more than 500 customers and has analyzed over 300 million pages of financial documents.

Sam is passionate about fintech, entrepreneurship, and NBA statistics. He was named to Forbes 30 Under 30 in Finance, Class of 2020.

Moderator
Marcia Nelson
Managing Director
Freedom Capital Markets

Marcia Nelson is a Managing Director at Freedom Capital Markets. Marcia has spent a large portion of her career working in and for family offices and private dealmakers. Prior to FCM, Marcia was a Managing Director and head of business development for ShareNett, a members-only global network of professional investors, and she was previously at Alberleen Family Office Solutions, an independent investment advisory firm backed by family offices. She formerly worked for an ultra-high-net-worth philanthropic family and a sports and entertainment family. Over the last 20 years, she has developed a strong network of private families, institutional investors, and advisers who are increasingly seeking access to quality direct deal flow from trusted, experienced partners.

​Marcia is also a Founding Partner of Triple C Advisory, a business life cycle consulting firm that works with early-stage companies as an advisor and board member to prepare them to receive institutional-grade investments.

​Marcia serves as Chairman of the Board of Kinect Capital, a Utah-based non-profit early-stage accelerator, and she is on the Board of University Impact, a donor-advised fund focused on impact investing. She is a past president of ACG-NY, an association for middle-market dealmaking professionals, and she’s a member of DealmakeHers, an exclusive network of leading female dealmakers in the retail and consumer marketplace.

​Marcia received an honorary mention as one of the 2021 Most Influential Women in Mid-Market M&A by Mergers & Acquisitions magazine and was named one of the 2020 Most Influential Women and she was one of 2018 Who’s Who In Impact Investing by the Denver Business Journal and was honored with the 2017 ACG-NY Women of Leadership Award. 

​Marcia received her BA from Southern Utah State College and her MBA from the Gabelli School at Fordham University. 

Sasha Bernier is managing partner at Hestia Holdings, a private investment vehicle. He is also in the investment team of Cheltenham Enterprises, a single-family office. Mr. Bernier is an active real estate and opportunistic investor.

Previously, he served as the vice president of Revere Capital, a real estate debt fund with the responsibility for underwriting and structuring new investment opportunities in the real estate debt space. He started his career as a banker at Evercore Partners.

Mr. Bernier holds a JD from the University of Pennsylvania Law School and a B.S. in business administration from the University of North Carolina at Chapel Hill.