PARTNER, EMU ADVISORS LLC

Lori Katz is a trusted ally to Family offices, Next Gen youth, and the social ventures she champions. Her background in human rights and international development has offered her a window into how business can be used as a bridge for building peace, avoiding and even healing from conflict and genocide, and a force for stabilization and wealth creation globally. 

Her legal background and business expertise in scaling SMEs from technology to hospitality internationally have made her a lunch pin in global business dealings for good that focus on security while optimizing potential for impact, revenue, and cross-cultural partnerships. 

Lori brings clarity of heart to her financial practice and a strong moral compass of acceptance that allows her to bring unlikely stakeholders to the table for mutual benefit and mutual gain: personally, societally, and environmentally. 

NEW MEXICO INVESTMENT COUNCIL

Mary Patricia Rohman is a global investment professional with more than three decades of experience across public and private markets. Since 2023, she has served on the Investment Committee of the New Mexico State Investment Council, where she contributes expertise in asset allocation, risk management, and global investment oversight.

Ms. Rohman began her career on the trading floors of New York and was subsequently recruited by JP Morgan, where she spent more than a decade in private banking and investment management. At JP Morgan, she served as New England Region Head for the Private Bank and was later named a Managing Director, becoming one of the youngest female Managing Directors in the firm’s history. Under her leadership, the New England region grew into a multi-billion-dollar regional platform.

She later held senior leadership roles at Lehman Brothers and UBS, serving as a Global Managing Director in Private Wealth Management, advising sophisticated clients across global markets and a broad range of asset classes, including equities, credit, real assets, private equity, venture capital, and alternative strategies.

Ms. Rohman has been recognized by the Financial Times as one of the Top 100 Female Advisers in the United States and among the Top 400 Financial Advisers nationally. She has served on multiple nonprofit boards, is active in mentoring young people, and is a member of New Mexico’s International Women’s Forum. She resides in Santa Fe, New Mexico.

Founder, The Energy of Money

Rei is an expert convener and energy worker who brings enlightenment practices, experience design & community building to empower leaders realize purposeful innovation with ease and alignment.

One of Fast Company’s 100 Most Creative People in Business, she draws from over 15 years of experience founding, and facilitating collaborative convenings on leadership, innovation, purpose, and transformation.

As Founder of The Feast, she worked with major organizations ranging from NASA’s CTOs to Intel’s Innovation Departments on leadership and research strategies that benefit humanity. Through community models, she enabled over 600 dinners around the world, inviting innovators and creatives around the world to support each other in living their fullest lives.

Rei’s work is informed by her expertise in spiritual energy work, practicing over 4 lineages of enlightenment-based energy and consciousness which she shares with leaders and creative visionaries around the world.