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East Bay (Founding Chapter)

Keiretsu Forum Resource Membership is limited to 10% of the Keiretsu Forum members. Criteria for Forum Resource Membership are:

  1. Accredited and active private equity investor first,
  2. Qualified to provide service to the presenting companies and to Keiretsu Forum members

Valuations Expert
Cogent Valuation
Cogent Valuation provides financial opinions of companies, their transactions, securities, and intellectual properties for purposes of corporate finance, tax, restructuring, and litigation.
Keiretsu Forum Member: Steven Kam (415-392-0888 x11)

Executive Recruiting
PeopleConnect
Executive Recruiters for Early Stage Technology, Biotech and Pharmaceutical Start-ups
Keiretsu Forum Member: Max Shapiro (415-479-3400)

Resource for privately offered real estate investments
Kipling Capital Inc.
Kipling Capital Inc. is a Private Equity Real Estate Investment Company that works exclusively with high net worth investors, helping them to build a diversified portfolio in real estate related private offerings. Kipling specializes in locating superior real estate investments featuring income producing and/or real estate appreciation strategies diversified by sponsor, geography, product type and value creation strategy.
Keiretsu Forum Members: Paul Roesler and Richard Hake (415-339-4082)

Blackhawk Investment Advisors
Raises capital from non-commissioned Registered Investment Advisors (RIA's). We have over 40 years of Securities/Investment experience and have maintained all appropriate licenses with a clear U-4. In turn we have been registered Nationally with the S.E.C., T.A.S.A. and P.I.A.B.A. as an Expert Witness for the last 17 years and have served in many cases for Attorneys.
Keiretsu Forum Member: James E. Ashworth, III (925-964-9335)

Equastone
Equastone is a private real estate investment firm based in San Diego, California. Equastone specializes in opportunistic, value-added and core-plus commercial real estate investments. Since 1993, Equastone sponsored investments have significantly outperformed REITs and real estate mutual funds due to our highly selective, value-added approach.
Keiretsu Forum Member: David Bourne (858-812-3234)