Welcome to Overlay Capital

Working at Overlay means investing to solve some of the world's biggest problems, while seeking outsized returns for investors. It's a job that requires leading with your mind and a dedication to Overlay’s values. Together, we will help each other do amazing things, operating with a standard of excellence.


Team

Mark is responsible for leading and developing new RIA, Family Office and Institutional relationships. Prior to joining Overlay, Mark spent 20+ years with Merrill Lynch, Goldman Sachs and Nomura Securities servicing institutional investors across family offices, hedge funds, pension and mutual funds focused on both public and private markets.

Mark Borell

Managing Director & Partner

As Senior Vice President of Operations, Brian is responsible for building and enhancing the firm’s operational infrastructure and supporting the day-to-day investment operations of the firm. Brian’s prior experiences includes leading operational and compliance initiatives to facilitate over $3B in capital raised across various alternative investments.

Brian Cho

Senior Vice President, Operations

Chadd has primary responsibility for the firm's day-to-day corporate operations and its investment business. He is a member of the investment committee for Overlay Capital and the OMV Leaders Series strategy. Chadd is a Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA®).

Chadd Evans

Chief Executive Officer

Ashok is responsible for overseeing the firm’s venture capital fund and direct investments. He is also a member of Overlay Capital’s investment committee. Prior to Overlay, Ashok co-founded and led Unreasonable Capital, a venture capital investment fund focused on scalable impact opportunities in developing markets. He also spent over a decade as a private equity investor, focused on middle-market leveraged buyouts of entrepreneur-driven businesses.

Ashok Reddy

Managing Director & Partner

Scott is a key member of the investment team and oversees investment group operations. He is also a member of the investment committee where he leverages his diverse financial background that - in addition to being an active alternative asset investor - also includes time running an emerging markets fund as well as wealth management. Scott is a Chartered Financial Analyst (CFA®).

Scott Sadler

Director, Investment Strategies

Ben is a member of the investment team, leading origination, diligence, and analysis of investment opportunities. He is also a member of the investment committee where he leverages his interdisciplinary experience across investment banking, private equity, corporate strategy, and technology equity research. Ben is a Chartered Financial Analyst ® (CFA ®) Charterholder and a Level II Candidate in the CAIA ® program.

Ben Schmidt

Senior Associate

Will is a senior advisor and investor, leveraging his background in venture capital angel investments and private equity in the sports and entertainment industry.

William Scriven

Partner

As Director of Investor Relations, Milena is the point person for many key relationships including our limited partner investors. Having previously held roles at Unreasonable Group and the Australian Consulate General, she has experience at the intersection of venture capital, corporate finance, and policy. Throughout her career, Milena has been an advisor to politicians, business leaders, founders, and investors – with a focus on driving business forward through impact and sustainable finance.

Milena Stojceska

Director, Investor Relations

Brett is responsible for overseeing the firm’s platform growth and building strategic partnerships. He is also a member of Overlay Capital’s investment committee. Prior to Overlay, Brett served as head of sustainable investing for Envestnet (NYSE:ENV) and spent over a decade in alternative asset management for multi-family offices. Brett holds the CSRIC (Chartered SRI Counselor) designation.

Brett Wayman

Managing Partner

Advisors

Alexandra Peterson Cart is an advisor and investor focused on impact and sustainability-driven companies and funds. She is a Venture Partner at Desert Bloom Foods, a next-generation food platform, is a mentor to the Good Food Institute, and serves on the Advisory Council of Rockefeller Capital Management. Previously, Alexandra co-founded an ESG advisory and reporting firm, which was acquired in 2020 after nearly a decade of working alongside some of the largest alternative fund managers, family offices and Fortune 100 companies providing frameworks for ESG strategy and integration.

Alexandra Peterson Cart

Bio forthcoming.

Ken Drummond

The Values Driving Our Culture

Maintaining a strong culture anchored in clear, frequently communicated values is at the heart of what makes Overlay Capital a leader. We are committed to the highest standards of ethics, business conduct, and company principles, and every employee is expected to uphold these standards.


Take the Broad View

'Taking the broad view' has three key implications. First, it means we focus on anticipating contextual changes that might significantly reshape the business environment, and it means we have to work with others to co-create value.

Second, it means we have to imagine different time horizons and use them - not just to make plans for the future - but to also gain broader perspective on the present.

And finally, it means we need to prepare to rapidly adapt to changing circumstances by constantly working on our agility as investors.

Always Act with Honor

We believe honor is a better word than integrity to describe our core value, as it imparts an active mindset.

It's more than a double check, it is a way of operating, woven into how we relate to our investors and partners, our fellow team members, and society.

Quite simply and succinctly, "Act with honor," is the standard we hold ourselves to in each and every action.

Run the Simulations

It's tempting to make snap judgments and to think in terms of ‘point estimates,’ but that can limit one’s ability to think in terms of a spread of outcomes.

'Running the simulations' means thinking in terms of probabilities and investments being individual ‘bets.’

We believe this is a responsibility to ensure we are comprehensive in our diligence and that we are always enabled to make fully informed decisions.