Michael Sidgmore is a pre-product, pre-launch employee and a Senior Vice President at iCapital Network, a financial technology company that has created a turnkey online solution to multi-asset class alternatives investing at lower costs and lower minimums for the high-net worth community.
Michael is an Advisory Board Member for the Village Capital US FinTech Program, a leading FinTech accelerator program focused on financial inclusion. Michael is also a Special Advisor to Panorama Point Partners, a private investment firm founded by the former CIO of Capricorn Investment Group. Michael is also an Advisory Board Member to Pivit, a content platform that enables real-time collection, dissemination, and gamification of crowd-based opinions.
Prior to iCapital Network, Michael was the Director of Institutional Investments at Mosaic, a financing platform for affordable home solar loans. Before Mosaic, Michael was an Analyst at Goldman Sachs' Principal Strategic Investments team in London, a direct investing team focused on market structure and fintech strategy and investing.
Michael is also the Founder and Manager of the M4Fund, an investment vehicle dedicated to partnering with and investing in innovative financial technology companies that are reimagining the future of finance. Michael was the Founder of NextGenEngage, an organization that educated the next generation of impact investors.
Michael is a frequent speaker and writer on impact investing, next generation wealth topics, and financial technology platforms. He has written for the Guardian and has spoken at conferences that include Bloomberg Alternative Investment Conference, FOX Family Office Exchange, Summit Outside, and US SIF - The Forum for Sustainable and Responsible Investment, amongst others.
Michael graduated from the London School of Economics with a BSc in International Relations and was the Chairman and President of the LSE Alternative Investments Conference, the world's largest student conference on hedge funds and private equity. In 2012, Michael was selected to be a World Economic Forum Global Shaper. Michael holds his FINRA Series 7 and 63 licenses. Michael is passionate about finding and building solutions that can positively impact finance and people's financial lives - and provide consumers with access to capital, solve issues of financial inclusion and financial wellness, and create a more transparent and efficient financial system.
"The Future of Finance is Marketplace Finance"
In many respects, finance has entered a new world order. Marketplace models, which leverage the connectivity and efficiency of the internet, have taken hold in a variety of industries. Finance is no exception. The marketplace dynamics of trust, transparency, and cost-effective transactions, which put decision-making capabilities in the hands of the investor, have true staying power. Welcome to the age of marketplace finance, which is the future of finance."
- Michael Sidgmore
NextGens and Millennials
"The next wave of investing is being shaped by generational shifts in money, mentalities, and manpower. The next generation of investors think about investing in a fundamentally different way. They are investing to blend profit and purpose."
- Michael Sidgmore
"The next generations seeks profit alongside purpose. Never has there been a better time to invest for profit and purpose. Many of the world's biggest problems – resource scarcity, clean energy, education, housing, urban transformations – require significant investment."
- Michael Sidgmore
NextGenEngage was founded to connect the next generation of investors with other like-minded young investors and entrepreneurs and educate them about the impact investing continuum, which spans from philanthropy to financial-first returns, by holding educational events, organizing conferences and peer group meet-ups, and creating an educational program for young investors.
WEF Global Shapers
The Global Shapers community was created in 2011 by the World Economic Forum to be a community of individuals between 20 and 30 who will "have an impact by catalyzing and enhancing fresh ideas and entrepreneurial solutions to the world's most pressing challenges." Michael was selected to be a part of the 2012 class of Global Shapers.
Middlebury MiddCore Mentor
Provides teaching and mentoring for this immersive Middlebury College program to develop future social entrepreneurs, innovators, and leaders. Develops student skills in high impact ventures, entrepreneurship, design thinking, leadership with emotional intelligence, team development, and business plan development.
At Middcore 2014, Michael teamed up with Chase Adam, Co-Founder of Watsi, to talk about "How Marketplace Businesses Can Help Solve the World's Biggest Problems."
~ Articles ~
February 12, 2014
With a $41tn wealth transfer from baby boomers to millennials comes hope for a shift towards addressing the world's biggest problems.
In the first of a new series in the Guardian about millennials and sustainable finance, Michael Sidgmore talks profit with purpose.
April 30, 2014
Peer-to-peer marketplaces have leveraged what venture capitalist Bill Gurley calls the "connective tissue of the internet" to bring us closer together. Some of today's marketplace businesses are now multi-billion dollar enterprises toppling the traditional incumbents in their respective industries.
While much has been discussed about why and how marketplace businesses are great business models, what is less often discussed is how marketplace business models can help solve some of the world's biggest problems.
Impact Assets Next Billion
Lindsay Norcott (ImpactAssets), NextBillion May 23, 2014
ImpactAssets released a report that explores how the millennial worldview influences the financial strategies of the next generation of investors.
ImpactAssets spoke with one of the report participants, Michael Sidgmore, to expand upon their discussion of the future of impact investing.
Conferences where Michael has spoken about investing and finance.
Moderator: Blockchain aka Cryptographic Distributed Ledgers - The Future of Finance?
This discussion will seek to explore answers to questions about Blockchain. Once seemingly the providence of hackers and radical libertarians, Blockchain, the underlying technology behind Bitcoin is rapidly gaining traction in the world of mainstream finance. But what will these new developments actually mean for the practice of finance? Who stands to win or lose from these changes? And, is the potential of these technologies real or just hype?
Alternative Asset Summit
Moderator: Family Offices: What Moves Are They Making In Today's Markets?
This main stage panel explores investment trends in today's family office world.
Co-Presenter: How Technology Platforms are Changing Private Equity
This session provided insights into some of the latest trends in private equity, namely how the independent wealth community is now able to access comprehensive data, diligence, and investment opportunities on private equity funds due to the emergence of online platforms.
Bloomberg Alternative Investments Conference
Panelist: Texan Angels interviewed by Jason Kelly, Managing Editor, Bloomberg Link
This session looked to evaluate angel investing trends across the US and specifically in Texas. Is Angel Investing here to stay? Is it the right choice for sophisticated players? What are the ways to tap into the value of local opportunities and the realistic impact of forced appreciation? When is ”˜investing in a cause’ also investing for returns? What is crowd-funding and what are the key risks in this emerging sector? VIDEO"
Interviewer: "Interview with an Economic Weather Man"
We are approaching the end of a great experiment, whereby global central banks have injected unprecedented liquidity into the world economy to stave off further crisis. In this session, Michael Sidgmore interviewed a well-known, global macro hedge fund expert and author to hear his view on the road ahead.
Conferences where Michael has spoken on the topics of Family Offices and NextGens.
Matter Family Office
Featured Entrepreneur: Build a Career Worth Having
The Ignite Matter Family Office Conferences are an experience that provides inspiration, skills, and connections to help shape a meaningful, purpose-driven career. Entrepreneurs lead and facilitate all the sessions.
FOX Wealth Advisor Forum
Panelist: Generating New Value: Innovation in Engaging Millennials
To help advisors in the design, development and delivery of meaningful and dynamic products, services and processes that are uniquely positioned for the next generation of wealth owners, this panel will engage in a candid discourse to identify what needs to be done strategically to meet the emerging needs of the inheriting generation.
The Family Wealth Alliance
Panelist: Family Succession & Leadership
Lead by Leslie Voth of Pitcairn this special session will explore family succession and leadership with millennial family members.
New York City
Panelist: "Stories Told From the Inside Out"
Family members shared their personal insights as to how their families have navigated the various dynamics at play within their own family structure. On this panel, Michael Sidgmore and a representative of another family discussed solutions and results from their own family challenges and values.
FOX Family Office Exchange
Fall Forum 2014
Panelist: "The Client of the Future: Experience, Expectations and Engagement
Family Office Exchange has been leading the charge to examine the 3Es: Experience, Expectations and Engagement of the new and emerging clients of the future and how their perception of the world will ultimately impact the relationship between themselves, other family members, family office executives and advisors with whom they will ... or won't ... engage.
Southeastern Family Office Forum 2014
Panelist: "Family Legacy: Using Impact Capitalism to Develop the Next Generation of Entrepreneurs
With the transition of charitable resources expected to top $40 trillion with the next generation, who is driving the future of philanthropy? This panel shared personal experiences and some significant trends from the millennial generation regarding impact capitalism and social impact investment, one of the new tools in the philanthropic toolbox."
Estate Planning Council of New York City
Estate Planners Day 2014
Panelist: "From the Frontlines ... Candid Conversations, Real Stories, and the Reality of Engaging the Next Generation
During this day titled, "Planning to Span the Generations ... A Day of Trusts, Estates, Income & Insurance Planning for the Mutil-Generational Family," this panel led a discussion on understanding the needs of the next generation; uncovering how to work with them and understanding how to be an advisor to this segment."
FOX Family Office Exchange
Thought Leaders Council 2014
Panelist: The Client of the Future: Gen Y Rising: Engagement, Expectations, and Experience
Examining the 3E's: Panelists at this Summit were invited to share their insights in order for the attendees to better understand and engage Generation Y.
Financial Planning Association of San Francisco
Dec 2013 Meeting
Panelist on the topic of "Engaging the Next Generation of Wealth"
"Working with wealth holders under the age of 40 has its opportunities and challenges. Whether they are entrepreneurs, potential high earners or inheritors - they have opinions and distinct ways of doing things. This moderated panel introduced next-gen experts and also allowed the audience to pose questions to next-gens."
Conferences where Michael has spoken about impact investing and philanthropy.
London School of Economics
2015 Graduation Ceremony
Speaker: LSE Alumni Commencement Speaker
Alumni Commencement Speaker at the 2015 London School of Economics graduation ceremony on the topic of "make life worth living" ... finding something that lies at the intersection of what you love - passion - and what you do in a focused way - purpose.
Campden North American Family Office Conference 2015
Moderator: Impact Investing in Practice
This panel will present case studies of family led impact investing. Subjects such as the rationale for adopting an impact investment program, deciding on the approach and the monitoring of investments will be explored.
Markets, Mission & Materiality
Moderator: "Doing Good and Making Money: The Millennial Effect and Sustainable Investing
Over the next 40 years, Generation X and the Millennial Generation will potentially inherit an estimated $41 trillion from the Baby Boomer Generation. This panel provided insights on the attitudes and goals of Generation X and Generation Y investors and how they are investing differently than their parents and prior generations."
Wealth & Giving Forum
"Seeking Impact Within"
Panelist: "Expanding the Impact Ecosystem"
The program featured leading philanthropists, investors, thought leaders, portfolio managers and entrepreneurs who engaged the audience in an exchange of insights about impact philanthropy and impact investing. The panelists provided their perspective on how to "achieve impact and how to make it last."
High Water Women
Investing for Impact
Panelist: "An Investors Perspective
The Investing for Impact Symposium is a special opportunity for those already active in impact investing and those who are interested in exploring it further. The audience included family offices, foundations, endowments and their advisers, as well as asset managers, and other key stakeholders. The panelist investors spoke to how and why they are involved in impact investing."
Panelist and Presenter: Confluence Philanthropy Next Gen Webinar
This webinar provided an introduction to private equity and the role it plays in portfolios. A discussion of how to access and analyze private equity investments / managers was followed by a discussion on how to measure impact in the portfolio.
Funders Boot Camp
Presenter and Founding Sponsor: Funders Boot Camp
A one day event designed to educate investors on how to make a direct investment into an impact-focused business. Topics included setting your investment thesis / strategy, sourcing deals, due diligence, structuring deals, investing with others, and supporting your investment.
Nexus Global Youth Summit
Panelist: New Solar Entrepreneurship
This panel explored the future of solar. A model Nexus partnership, a social entrepreneur and President of Mosaic, and Michael Sidgmore, the Director of Institutional Investments at Mosaic and a responsible young asset holder, explained how they came together to solve the biggest challenges of our time.
Redwoods Initiative and Institute for Philanthropy
Panelist: Next Gen Philanthropy Workshop
A weekend workshop on the various forms of and approaches to strategic philanthropy for young, responsible asset holders. Panelists shared their stories on how they transformed their vision for creating change in the world into reality.
le club f
Panelist: The Next Generation
le club f provides a forum for individual donors, families and senior foundation executives from around the world to reflect on effective strategies for high impact philanthropy. Based on personal experience, speakers explored some of the most effective ways of involving the Next Generation in philanthropy and how to best handle diverging inter-generational interests.