Jeff Gary

About Jeff Gary

CEO and Board Director and CFO of Insight Acquisition, a publicly listed Special Purpose Acquisition Company (SPAC) listed on the NYSE (INAQ). Insight is focused on acquiring a company in the Fintech, Asset or Wealth Management, Financial Services or other major sectors with a value of $500 million to $5+ billion. Experienced Board Director, Advisory Board and Audit Committee Chair focused on growing shareholder value. Trusted Entrepreneurial Business Leader who launched and managed 10 new investment businesses with over $100mm in annual revenues. The 10 new investment businesses included: four new SEC 40 Act Mutual Fund businesses, four new Hedge Fund businesses; and, two companies which went public - BlackRock Capital BDC (NASDAQ: BKCC) and PennyMAC, a specialty REIT (NYSE: PMT). For more than 20 years, worked with Mutual Fund Boards of Directors as a Senior Investment Executive including making every Quarterly Presentation to the Board. SEC 40 Act and Mutual Fund Board experience with BlackRock, SunAmerica/AIG, Third Avenue, Avenue Capital and Axonic Capital. In addition, Corporate Board experience includes National Holdings Corporation (NASDAQ: NHLD), HCI Direct, Inc. and Autism Services Group. Substantial Capital Raising and Distribution experience across all retail and institutional investor channels successfully raising more than $20 billion in new AUM. Additional Board Experience and Competencies• Audit Committee Chairman and Audit Committee Financial Expert • SEC 40 Act Regulations, Audit, Risk & Compliance • Section 15(c) Advisory Fee and 12b-1 Fee Review • Fair Valuation Procedures – Valuation Committee Chairman at Axonic Fund• Marketing and Distribution in all Retail and Institutional Channels • Liquidity Analysis • Derivative Valuation• Service Provider Contract Negotiations and Approvals• Conflict of Interest and Affiliated Transaction Analysis• CPA & Auditing • Corporate Governance • Private Equity M&A and LBO\'s • Investment Banking and Capital Markets Funding and Underwriting • Consensus Builder • Equity and Debt Financings plus IPO\'s • Distressed, Restructurings & Turnarounds

Experience

1. Board of Directors and Audit Committee Chair

   Moneylion

   Sep 2021 — Present

   MoneyLion is an award winning digital banking platform that empowers consumers through better banking, borrowing, saving, and investing. Founded in 2013 by a team of leading technologists and financiers, MoneyLion utilizes superior analytics, AI and machine learning-based technology to gain a 360-degree view of its members’ personal finances, enabling uniquely personalized advice and experiences.

Education

• CPA - Illinois

  CPA - Illinois

  1985 — 1985

• Penn State University

  BS- Acounting and Finance

  1980 — 1984

• Northwestern University - MBA

  MBA, Finance and International Business

  1989 — 1991