Team
SCOTT STEVENS
Partner
Scott has over twenty five years of global investment experience in Venture, Private Equity, Real Estate and Private Credit. Prior to Grays Peak, Scott was a Portfolio Manager at some of the leading Asset Managers and Hedge Funds spanning a successful twenty year career in public and private market investing. He began his hedge fund career at Coatue Capital as one of the early investment professionals and then held key positions at Ivory Capital, Strata Capital, SAC Capital and JAT Capital. During his tenure Scott managed multibillion-dollar portfolios in the technology, media and telecom sectors. Before joining the buy-side, Scott was an Analyst at Merrill Lynch & Co. in the Mergers & Acquisitions Group where he completed over $20 billion of transactions in various sectors including aerospace/defense, media, healthcare, and energy. He also worked in Merrill’s Global Communications Group where he served as an Analyst for the Taurus Fund, a private equity fund specializing in early to mid-stage telecommunications investments. Scott graduated from the University of Michigan (BA Economics).
CARRIE LEE
Partner
Carrie has invested in over $2 billion in energy, infrastructure, and transportation finance transactions in her career. She has practiced energy, project, asset, infrastructure finance law at White & Case LLP before founding Pine Street Alternative Asset Management, an award-winning hedge fund seeding platform lauded for its innovative approach to asset management and entrepreneurship. Pine Street launched alpha-driven funds through bold growth strategies and cutting-edge risk management tools. On the ground, Ms. Lee spearheaded humanitarian and economic development projects ranging from building schools to establishing a post-graduate fellowship that incubates social impact businesses in the Himalayas. As a White House Senior Executive Presidential Appointee, Ms. Lee crafted policy and designed programs to drive post-pandemic economic development and drive United States innovation and global competition. She also serves as a senior advisor to leading think tank The Atlantic Council’s Scowcroft Center for Strategy and Security, developing non-partisan strategies to address national security challenges facing the United States.
Awards include: Award-winning investor and asset manager: Most Influential Female Seed Investor (2021), Investment Management Advisor of the Year (2023), Best Hedge Fund Seeing Platform (2018), Hedge Fund Innovator of the Year (2017).
SAM COLLINS
Partner
Sam has over 30 years of experience in banking and broker-dealers. He currently serves as the Chairman of Creation Wealth Capital, which provides both private and corporate clients innovative alternative investment products alongside traditional investment services.
Previously, he was Executive Vice President at Echelon Wealth Partners, one of Canada’s preeminent independent investment dealers. At Echelon, he expanded assets under administration from $100 million to over $5 billion and facilitated four mergers and acquisitions in the Canadian wealth management space totaling over $15 billion in assets under administration.
He has also held senior management roles at Merrill Lynch and CIBC, and built two independent boutique investment dealers.
Josh Lewis
Partner
Josh has over 25 years of experience in finance, technology, and marketing.
He currently serves as the CIO at Aries Acquisition Corp, a disruptive technology SPAC (NASD:RAM), and CIO of Proton Holdings, a net-zero critical resources company with both the largest helium reserves and the largest carbon storage basin in North America.
Previously, he established and built a technology services and consulting startup into a global operation, led data engineering and analytics at Davidson Kempner Capital Management, and was a Director in the Leveraged Finance and Investment Banking group at CIBC World Markets.
Josh holds a B.A. in Psychology from UC San Diego and an MBA from Columbia Business School. He is also an Executive Mentor at both Columbia University’s Center for Technology Management and the Center for Technology Management and Digital Leadership at Northeastern University.
GURPREET OBEROI
Vice President
Gurpreet currently focuses on high growth businesses with a global vision as an investor and operator. He has worked on highly visible projects throughout Africa and the Middle East as an operator and financier focused on technology, energy and healthcare. He was part of a consortium which was short listed for $20bln of infrastructure assets in Nigeria and has worked with the Asset Management Company of Nigeria in privatizing non-performing loans. Gurpreet has raised both debt and equity for VC backed companies and has also done large blocks of private placements for unicorn technology companies. Gurpreet previously held advisory roles with Bank of Montreal, UBS, Macquarie, Credit Suisse and Citigroup on capital markets strategy and regulatory technology. He started his career at Rice Financial Products where he helped the firm win over $5bln of Senior Managed deals and oversaw the firms derivatives portfolio. He has received a bachelor’s degree from Northeastern University and has also attended the London School of Economics.