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Alan Hoops is the CEO of CareMore, a Medicare Advantage health plan, and co-founder, former president and CEO of PacifiCare Health Systems (now a division of UnitedHealthcare). From PacifiCare's beginnings in 1977, Hoops served as one of the organization's leaders. His efforts culminated in the company's rapid expansion in the 1990s. Hoops assumed the role of President and CEO in 1993 when he replaced his long-time mentor and co-founder, Terry Hartshorn. Under Hoops’ direction, PacifiCare grew fivefold to become the nation’s fifth largest managed healthcare services company with more than $11 billion in revenue, serving approximately four million members in nine states and the Territory of Guam. PacifiCare's SecureHorizons division also became the nation’s largest and most successful Medicare Advantage health plan (senior HMO), serving more than one million Medicare beneficiaries.
John Hahn is CEO and co-founder of Edgewood Partners Insurance Center (EPIC), a rapidly growing insurance brokerage and consulting firm launched in 2007. Prior to EPIC, he was President and a founding partner of Tri-City Brokerage, one of the nation’s largest distributors of specialized wholesale insurance products and services. Hahn has served on the Board of Directors of the Insurance Industry Charitable Fund and is a member of the TEC Group, a leading international organization of CEOs. Hahn holds an MBA in Finance from Fordham University and a BA in Finance from the New York Institute of Technology.
Karl Matthies is a private equity investor and consultant to companies in the consumer, e-commerce and real estate industries. He is the founder and principal partner in Bellagio Partners, an investment fund and consulting practice. Matthies was a founding partner of Montgomery Securities. He joined the predecessor firm, Robertson, Colman, Siebel and Weisel, in 1979 as an analyst focused on the hotel, restaurant and entertainment industries. In 1978, Montgomery Securities was formed, and he was named director of research and a member of the firm’s Executive Committee. He was a 10-time Institutional Investor All-Star analyst during his research career and headed one of the most productive research groups on Wall Street from 1978-1990. In 1990, he was named head of the firm’s Consumer & Real Estate Corporate Finance activities. In September 1999, he retired from the firm, now Banc of America Securities, to pursue the growth of Bellagio Partners. Matthies is a Phi Beta Kappa graduate of Williams College and holds an MBA from the Stanford Graduate School of Business.
Eugene R. Schutt has over 30 years of global business experience, including 20 years at the executive leadership level. He was most recently Chairman, President and CEO of Citicorp Trust Bank, a Citigroup company, and previously president of Avco Financial Services, Inc. Schutt was also the CEO of Firstdoor, Inc., when it entered into a strategic acquisition by Enwisen. Schutt is a 20-year member of the World Presidents' Organization and has served on the Boards of the American Financial Services Association and the Financial Services Roundtable's Housing Policy Council. He holds a BA in Economics from the University of Virginia, where he now serves as an Associate Dean for Development of the College and Graduate School of Arts & Sciences.
Walter (Wally) Smith joined Enwisen™ in July 2000 as a proven executive with a track record for creating growth and increasing profitability. Smith began his career at Advanced Analog, where he pioneered the military aerospace DC-to-DC converter market, creating a new market that grew from zero sales to over $100 million. The company was sold to Lambda in 1994. After a successful integration, Smith became the President and CEO of AOS, a manufacturer of patented computer accessory and corporate workstation products. After selling AOS to Herman Miller, he consulted to the technology / internet venture capital community. Smith is a board member of Keynomics, an internet-based software company. He is a graduate of the Stanford Graduate School of Business Executive Program for Growing Companies with a BS in Accounting from San Jose State University.
Joe Ueberroth is the Managing Director of Bellwether Financial Group, an investment and management company. Over the last two decades, he has overseen the firm’s investment strategy in both the marine and agricultural industries as well as is a principal in the firm's venture capital investments. Throughout his career, Joe has founded start-ups, operated midsize companies and has been the Chairman and CEO of a publically traded company. In addition to Enwisen, he currently serves on the board of directors of Ambassadors Group, Bellingham Marine, Bellport, Melones, Plain Jane, and is a managing member of CGI Opportunity Fund I & II and Terra Nova Ventures.
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