Jason  Block  Thumbnail

Jason Block

Partner & CIO
Freedom 3 Capital
Jason Block is a Partner and Chief Investment Officer at Freedom 3 Capital and has more than 25 years of experience investing in private credit and equity. Mr. Block became actively involved in investing private credit and equity in 1995. Prior to Freedom 3 Capital, Mr. Block was the founding Partner of ICG’s North American investment business. Mr. Block led the North American business for over 5 years. Also, while at ICG, he was the Partner responsible for building ICG’s global Investor Management Group focused on fundraising, communication and other investor matters for all of ICG’s products on a global basis. He grew the team from two people to 13 professionals covering over 250 investors worldwide. Prior to ICG, Mr. Block was a Partner at AlpInvest where over 6 years, he was responsible for founding and building their global mezzanine platform. Before AlpInvest, Mr. Block worked as a Portfolio Manager for Caravelle, an affiliate of CIBC, where his responsibilities included investing in mezzanine, private equity and high yield. Prior to joining the Caravelle team, he was a Managing Director in CIBC’s Leverage Finance/Sponsor Coverage group. Mr. Block started his career as an investment banker for Kidder, Peabody. Mr. Block is a member of the Advisory Panel to the Atlantic Conference on Mezzanine & Middle Market Symposium. He has also been an observer or director on the Board of numerous companies during his career. Mr. Block received his BA in economics from Colgate University, graduating magna cum laude. He also serves on the CT regional board of the Anti-defamation League and the DEI Council for the University of Michigan.

SESSIONS

Breakout # 5: Accessing Capital to Solve Your Businesses’ Needs. What Are Your Options? Speaker

Options for Accessing Capital. This session will be a review of desired family outcomes and considerations in choosing a partner, the different types of capital solutions, and the capital provider expectations associated with each.