Cole Zucker

ZuVi Investments 

Joint family office focused on lower mid market private equity.

Managing Partner

Member - Santa Monica Chapter

Hey Hero Labs

Acquired by Sanctuary Ventures January 2022

Co-Founder

GREEN CREATIVE

Provides LED lighting products to North America.

Co-CEO & Co-Founder

Everbright Engineering

VP of Sales

I'm Cole, an entrepreneur with a running addiction. 

I am a Co-Managing Partner at Zuvi Investments, a joint family office dedicated to helping small businesses transition into established middle-market companies. 

Previously, I was the Co-Founder and Co-CEO of GREEN CREATIVE, a commercial-grade LED lighting company. My partner and I bootstrapped the business to over $60m in annual sales, successfully exiting to a PE fund. Our journey is chronicled in our book, “Flipping The Switch” (available now).

I was also a co-founder of Hey Hero Labs, a platform for personalized video content creation. The company was acquired by Sanctuary Ventures in 2022.

Outside of business, I'm driven by my passion for running. Having recently turned 40, I've achieved personal bests that surpass my times from 20 years ago. I'm always experimenting with new techniques and training methods to optimize performance and longevity.

Joint family office focused on low mid market private equity, angel investing, and real estate.

Zack Ellison, CFA, CAIA

Applied Real Intelligence LLC ("A.R.I."​)

Managing General Partner & Chief Investment Officer

I interview the leading investors in the world each week with a podcast that is available for viewing at www.7in7show.com and on YouTube, Apple, Spotify, and all other leading platforms.

Guests in Season 1 included:

✔️ Anthony Scaramucci, Founder & Managing Partner, Skybridge Capital
✔️ Art Hogan, Chief Market Strategist, B. Riley Wealth Management
✔️ Stefan Whitwell, Founder & CIO, Whitwell & Co.
✔️ Chad Smith, Managing Partner, Reveille Wealth Management
✔️ Jane Leung, Strategic Advisor, Hive (Former CEO & President, SVB Investment Services)
✔️ Bill Kelly, President & CEO, CAIA Association
✔️ Aoifinn Devitt, Chief Investment Officer, Moneta Group
✔️ Michael Furla, Head of Fixed Income & Co-Head of Investment Department, The Mather Group
✔️ Mike Ryan, Co-Founder & CEO of Bullet Point Network (Former Head of Equity Products at Goldman Sachs; Former Head of Equities and Absolute Return & Investment Committee Member at Harvard University)
✔️ Michael Nicks, Deputy CIO, Pepperdine University
✔️ Paul Dietrich, Chief Investment Strategist, B. Riley Wealth Management
✔️ Chris Osmond, CIO, Centura Wealth Advisory
✔️ Paul Squarcia, Founding Partner, One Charles Private Wealth
✔️ Christian Gannon, CIO, Twickenham Advisors
✔️ Brian Kasal, Founder & CEO, FourStar Wealth Advisors LLC
✔️ Richard Hillson, Founder, Hillson Consulting

Podcast Host of "The 7 in 7 Show with Zack Ellison"

Sun Life Investment Management

Director, U.S. Fixed Income

Deutsche Bank

Credit Trader

Scotiabank

Investment Banker

Thomson Reuters

Capital Markets Advisor

Zack Ellison, CFA, CAIA, is the Founder, Managing General Partner, and Chief Investment Officer of Applied Real Intelligence (“A.R.I.”).  A.R.I. is an investment manager focused on providing growth credit to the best VC-backed technology companies in North America.  Mr. Ellison leads A.R.I.’s investment activities, including sourcing, due diligence, structuring, execution, and portfolio management.

Previously, Mr. Ellison was Director of U.S. Public Fixed Income at Sun Life Financial, where he was responsible for corporate credit trading and investing.  Prior to Sun Life Financial, he was a corporate bond and credit default swap trader at Deutsche Bank. During the Global Financial Crisis, he was an investment banker where he successfully underwrote and managed a portfolio of leveraged media, technology, and telecom loans at Scotia Bank.  He began his financial career at Thomson (now Thomson Reuters) in the Capital Markets Intelligence group.

Mr. Ellison holds an MBA with concentrations in Analytic Finance and Economics from The University of Chicago Booth School of Business along with an MS in Risk Management from New York University’s Stern School of Business. He earned a Bachelor of Arts degree from Swarthmore College while majoring in Economics. In his personal time, Mr. Ellison is completing a Doctorate in Business Administration at the University of Florida. Additionally, he holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations and previously held FINRA Series 7, 55, and 63 licenses.

Prospective investors and borrowers can learn more about A.R.I.'s fund at www.arivc.com.

Interviews with the world's best technology investors can be found at "The 7 in 7 Show with Zack Ellison" at www.7in7show.com.

Zack Ellison, MBA, MS, CFA, CAIA

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Cole Zucker

Zack Ellison, MBA, MS, CFA, CAIA

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