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CORE TEAM
LEAD ADVISORS
CORE TEAM
In 2015, David co-founded P5 Health Ventures to fulfill a twenty year old vision of consumer-driven personalized healthcare. In 1999, David founded Post Road Capital Management (PRCM), an asset management firm that invests in public equities, private companies and alternative assets. David has significant experience in the healthcare, consumer, real estate, retail, insurance, and information technology industries. He has spent years working with management teams focusing on capital allocation and brand management. From 2001 to 2009 in the Post Road Value Fund, David generated a 10% annualized return during a period when the S&P 500 generated negative returns; cumulatively outperforming the S&P 500 by over 110% and the Russell 2000 by over 80%. From 2005 until 2015, he also managed the Post Road Focused Fund and its successor entity, the PRy3 Fund. From July 2009 until June 2011, David worked at Iridian Asset Management, a long-only institutional asset management firm, where he was a managing director and co-portfolio manager with direct supervision over $7.5 billion in assets. In 1997, David started VitaSave, one of the first online marketplaces for discounted vitamin and food supplements and related materials. VitaSave was a pivot from the original project, an online integrative health forum for patients and practitioners dedicated to finding medical best practices. It was the unclear legal environment that led to the pivot. In late 1998, David sold VitaSave to a competitor and turned his focus to building PRCM. David holds a B.S. in Economics from the Wharton School at the University of Pennsylvania and a J.D. from Benjamin Cardozo School of Law at Yeshiva University. He sits on the board of the Stillwater Insurance Company, a property and casualty insurer. He lives in Westport, CT with his wife and three sons. He enjoys coaching kids, qigong, trail running, crossfit, tennis, basketball, skiing and lacrosse. He co-manages a foundation dedicated to health and human services and is active in other charitable endeavors.
Sean Doolan (MHI, BA): Since May 2015, Sean was responsible for building the network of stakeholders (investors, customers/partners, accelerators, KOLs, etc.) at StartUp Health, a global platform supporting digital health entrepreneurship. Other responsibilities at StartUp Health included supporting portfolio company fundraising efforts, brokering strategic partnerships and driving new revenue streams for StartUp Health, and company fundraising. In May 2016 Sean graduated from the University of Michigan with a Masters of Health Informatics (MHI), a joint program between the Schools of Public Health and Information. Prior to receiving his MHI, Sean spent a number of years in the energy industry, primarily in the business development of utility-scale wind and solar farms, performing market analysis, and forecasting pricing relationships in regional domestic transmission markets. Sean graduated from the University of Michigan (B.A.), majoring in economics.
Charlotte joined Post Road Capital in 2012. For over eight years, she worked closely with Alain Ducasse in Monaco and Paris before moving to the United States in 2002. Over the next seven plus years, she worked for the jewelry designer, James De Givenchy. Charlotte graduated from Ecole Nouvelles in Nice, France, with a degree in Journalism and Communication. She lives in Greenwich, CT with her husband and three teenage sons. Charlotte is a past ironman finisher and current ultramarathoner, having completed multiple 50 and 100 mile races. Office: 203-292-9267
LEAD ADVISORS
Mr. Fadem currently serves as a Senior Fellow at the Mack Institute for Innovation Management at The Wharton School of Business. Terry Fadem is a founding board member of (BREF). Mr. Fadem has a corporate background as the former director of new business development for The DuPont Corporation, working to develop and market medical devices, diagnostics and drugs. He most recently had oversight of all corporate sponsored research at The University Pennsylvania Medical School’s research center. His current professional title is Senior Fellow at the Mack center for Managing Technological Innovation at the Wharton Business School where he focused on bridging the gap between science and the development of a business view of improving outcomes. 2008 – Present Member NIH CTSA Public Private Partnership Oversight Committee 2003 – Present Founder. BREF (Board President) Senior Fellow, Mack Institute for Innovation Management, Wharton Business School Managing Director, Office of Corporate Research, Perelman School of Medicine Member, Internal Advisory Board for the Penn Center for Orphan Diseases, Board Member, Center for Evidence Based Medicine Director, Commercialization And Entrepreneurship Program for the Institute for Therapeutics and Translational Medicine 2001 – 2003 Founder, virtualworkshops.com Founder, Pradica Strategic Business Consulting 1981 – 2001 Technical Service Biochemist, the DuPont Company, Medical Diagnostics Business Product Development, Medical Products, DuPont Market Research Manager, DuPont Diagnostics Manager, DuPont Diagnostics Manager, DuPont Medical X-Ray Biotechnology Business Director, DuPont Agricultural Products Director, Strategic Planning, DuPont Corporate Plans Director, Global New Business Development, DuPont 1979 – 1981 Foundation Scientific Director National Committee for Clinical Laboratory Standards 1976 – 1979 Chairman, Quality Control Committee, Department of Laboratory Medicine, the Cleveland Clinic
Dr. Beiting completed his Ph.D. in Immunology at Cornell University, where his studies helped to elucidate the molecular mechanisms that regulate chronic inflammation. Following his Ph.D., he completed postdoctoral training at the University of Pennsylvania, where he used cutting-edge genomic approaches and data mining to understand interactions between infectious diseases and the immune system – work supported by a National Research Service Award from the National Institutes of Health. He is currently a Research Assistant Professor in Pathobiology at UPenn’s School of Veterinary Medicine where he continues to work at the intersection of immunology, microbiology and genomics, and helped to establish and direct the Center for Host-Microbial Interactions (CHMI). Broadly speaking, CHMI’s mission is to better understand and treat disease through the study of microbes and microbial communities. Through CHMI, he helps to fund research, train scientists, and forge collaborations within the scientific community at UPenn to advance research on diseases relevant to both human and animal health. Dr. Beiting has authored 30 peer-reviewed publications, and his current research examines how the ‘microbiome’ – a complex ecosystem of microbes that lives in around around us all – can be used to better understand, diagnose and treat disease.
Brent Bauer, MD, is a professor of medicine and is the founder of the Mayo Clinic Integrative Medicine Program. He currently serves as the Research Director for the Integrative Medicine and Health Program. Dr. Bauer’s personal goal is to bring real, evidence-based knowledge to patients and physicians trying to incorporate the best of conventional and complementary medicine practices. Dr. Bauer’s core therapeutic areas include: mind-body applications, herbal and dietary supplements, acupuncture, and massage therapy. His targeted patient populations include those with cancer, heart disease, gastrointestinal disorders, nicotine dependence, fatigue and fibromyalgia. SIGNIFICANCE TO PATIENT CARE: The research of Dr. Bauer and the Integrative Medicine and Health Program has had many tangible impacts on patient care. For example, massage therapy is now routinely offered to Mayo Clinic postoperative patients, meditation training is being provided to more than 20,000 patients each year, and acupuncture is helping patients with migraine headaches. Research informing practice remains a key focus for the Integrative Medicine and Health Program. EDUCATION: Fellow (Advanced General Medicine), Mayo Graduate School of Medicine, Mayo Clinic College of Medicine Resident, (Internal Medicine), Mayo Graduate School of Medicine, Mayo Clinic College of Medicine MD, Mayo Medical School, Mayo Clinic College of Medicine BA – summa cum laude, University of Minnesota, Twin Cities
Kathryn Schmitz, PhD, MPH, FACSM, is the President Elect at the American College of Sports Medicine as well as Associate Director of Population Sciences at the Penn State Cancer Institute and Chair of the Obesity and Cancer Interest Group for The Obesity Society. Previously, Dr. Schmitz was professor of Epidemiology and Biostatistics at the University of Pennsylvania’s Perelman School of Medicine. She is an exercise interventionist who has led multiple trials, including a large randomized controlled trial to assess the safety of upper body exercise among 295 breast cancer survivors with and without lymphedema. Her protocols for exercise in cancer care are already being used by several major institutions and practitioners. Dr. Schmitz holds a BA in Economics from the University of North Carolina, MS Ed., Exercise Physiology from Queens College, Ph.D., in kinesiology from the University of Minnesota, and an MPH from the University of Minnesota.
After graduating from Fresno State University and graduating from Palmer Chiropractic College -West in 1992, Dr. Clay founded Samaritan Health Center, a multi-disciplinary health center, which incorporated Chiropractic, Nutrition, Chinese medicine, Acupuncture, Naturopathic medicine, Classical and German homeopathic medicine, Qigong, Tai chi, Yoga and meditation. Dr. Clay held and maintained a CCN and DACBN in Nutrition for 20 years and continues to study and practice integrated and functional medicine. She lives with her husband and three children in Silicon Valley and is actively involved in educating her patients and the public about the nutritional needs of children and adults surviving cancer among other chronic ailments. Unlike many Western medical practitioners, she works to support each patient’s systems and has used this philosophy to successfully treat numerous patients over more than 20 years. In 2004, Dr Clay supported her three-year-old son through three years of chemotherapy at Lucile Packard Children’s Hospital after a diagnosis of leukemia. Using her knowledge of nutrition and integrated medicine, her son was able to avoid opportunistic infections, unscheduled hospital stays, unscheduled lapses in treatment, hair loss, weight loss and secondary toxicity issues. He is currently a happy, healthy high school sophomore. Dr. Clay plays an important role in our work in integrative medicine by providing unique knowledge from her regular practice. It differs in its style and greater efficacy than traditional with patients in a more supportive, less invasive practice of medicine.