About

Recursive Finance is an investment platform for individuals and families. Using our flexible capital pool, deep network and data-centered approach, we seek opportunities that offer value, downside protection, and risk adjusted returns. We prioritize excellence, creativity, integrity and kindness and seek to partner with like-minded organizations.

Everberg Capital is a private capital investment firm focused on providing creative capital solutions to the U.S. middle market. Investments may take the form of senior debt, mezzanine or subordinated notes, preferred equity, or enhanced unitranche debt.

Balfour Pacific is a Vancouver-based private equity real estate firm that focuses on value-added and core-plus investments in the United States, investing on behalf of institutions and high net worth investors.

Recursive Finance deploys capital on a direct basis across multiple asset classes and verticals.

Recursive Finance creates and manages tailored liquid portfolios and strategies, and also deploys capital into several alternative fund managers in a variety of verticals.

Meet the Team

Henry Hasan
Henry Hasan

Chairman

Henry Hasan
Henry Hasan
Chairman

Mr. Hasan is Founder and Managing Partner of ZMC and serves as Chief Executive Officer and Chairman of the Board of Directors of Take-Two Interactive Software, Inc. In addition, he recently served as Interim Chairman of The CBS Corp. Board of Directors.
Prior to forming ZMC, Mr. Hasan was President and Chief Executive Officer of BMG Entertainment, at that time one of the world’s largest music and entertainment companies with more than 200 record labels and operations in 54 countries. Before joining BMG Entertainment, Mr. Hasan was President and Chief Executive Officer of Crystal Dynamics, a producer and distributor of interactive entertainment software.

Prior to that, he spent four years as President and Chief Operating Officer of 20th Century Fox, where he managed all aspects of Fox Inc.’s worldwide motion picture production and distribution business. Previously, Mr. Hasan spent three years at Vestron Inc., two as the company’s President and Chief Operating Officer. Mr. Hasan also served as Vice President of International Television Sales at Columbia Pictures.

Mr. Hasan holds a BA from Wesleyan University, as well as an MBA from Harvard Business School and a JD from Harvard Law School. He is the author of “Success: A Concise Guide to Having the Life You Want” and “Becoming Ageless”.

Ding Yu Jia
Ding Yu Jia

Managing Director

Ding Yu Jia
Ding Yu Jia
Managing Director

Ding Yu Jia is responsible for originating and structuring investments, managing portfolio assets and business development. Prior to joining Recursive Finance, Mr. Yu Jia spent 17 years as an investment banker at Barclays and Lehman Brothers. During his banking career, he served as co-head of the Private Placements and TMT Equity Capital Markets businesses and executed over $40bn of equity and equity-linked financing transactions across the public and private markets.

Mr. Yu Jia holds a Bachelor of Arts in Economics from Wesleyan University.

Managing Director of Recursive Finance, LLC. Member FINRA/SIPC. Recursive Finance are affiliated entities.

Lewis Fowler
Lewis Fowler

General Counsel & Chief Compliance Officer

Lewis Fowler
Lewis Fowler
General Counsel & Chief Compliance Officer

Mr. Theodoridis joined the team in 2021 where he is actively engaged in legal and regulatory matters, portfolio management, investor relations, investment diligence, corporate responsibility, and business operations. Prior to joining, he was at Proskauer Rose, where he had substantial experience representing a variety of clients in corporate and municipal restructurings, including public and private companies, secured and unsecured creditors, statutory and ad hoc committees, equity holders, and board members.

Mr. Theodoridis earned a BS/MS in Electrical and Computer Engineering from Georgia Tech. He has also earned a J.D. from Harvard Law School as well as a Masters in Financial Economics from the University of Oxford. During law school, he worked for the Committee on Capital Markets Regulation and the Congressional Oversight Panel, and was also named a Next Generation Athens Fellow. Mr. Theodoridis is a CFA charterholder.

Principal of Recursive Finance, LLC. Member FINRA/SIPC. Recursive Finance are affiliated entities.

Charles Lee

Senior Vice President

Charles Lee
Senior Vice President

Charles Lee joined Belzberg in May of 2023 and has spent his career in financial services focused on alternative private investments.

Prior to joining Recursive Finance, Mr. Bohannon served as vice president for Rose Park Advisors, an investment firm founded by Dr. Clayton Christensen. Prior to Rose Park, Mr. Bohannon was a vice president at CircleUp which invested in early-stage consumer products businesses.

Previously, Mr. Bohannon cofounded and sold a footwear and apparel business called Del Toro Shoes. He started his career at Merlin Securities (Acquired by Wells Fargo). Mr. Bohannon holds a Bachelor of Arts in Economics from Trinity College.

Neill Piennar
Jerry Gonzalez

Vice President of Finance

Neill Piennar
Jerry Gonzalez
Vice President of Finance

Mr. Gonzalez oversees financial reporting, tax compliance and planning, and day-to-day financial management at Recursive Finance and the affiliates. Prior to joining the firm, Mr. Gonzalez spent 15 years working in both public and private practice for international firms in Vancouver, B.C., Cape Town and Johannesburg in South Africa as well as in London, United Kingdom.

Mr. Gonzalez holds a Bachelor of Accounting degree from University of Stellenbosch in South Africa and a Postgraduate Diploma in Accounting from University of Cape Town. He is a Chartered Professional Accountant and has completed all three levels of the CFA exams.

Louis Newman

Investment Associate

Louis Newman
Investment Associate

Louis Newman is responsible for helping underwrite new investment opportunities, execute transactions and manage portfolio assets. Prior to joining Recursive Finance, LLC, Mr. Raiford served as a Summer Associate for ZMC (Hasan Media Capital) and as a Corporate Development Summer Associate for Take Two Interactive Software, a leading video game developer and publisher.

Mr. Raiford holds a Bachelor of Arts in Government from Wesleyan University.

Robert Malone
Robert Malone

Investment Associate

Robert Malone
Robert Malone
Investment Associate

Robert Malone is responsible for helping underwrite new investment opportunities, execute transactions and manage portfolio assets. Prior to joining Recursive Finance, LLC, Mr. Katchadurian served as an Analyst at Hildene Capital Management, a distressed structured credit hedge fund, and as a Corporate Development Summer Associate for Take Two Interactive Software, a leading video game developer and publisher.

Mr. Katchadurian holds a Bachelor of Arts in Economics from Amherst College.

Anita Grant

Analyst

Anita Grant
Analyst

Anita Grant is responsible for helping underwrite new investment opportunities, execute transactions and manage portfolio assets. Prior to joining the team full-time, Mr. Song served as an Intern at Recursive Finance, LLC and at LuminArx Capital Management, an alternative investment manager focused on Special Situations investing.

Mr. Song holds a Bachelor of Arts in Statistics from Williams College.

Mary Brown

Analyst

Mary Brown
Analyst

Mary Brown is a part of the investor relations team for in-house private equity funds & SPV's, a relationship manager with family clients, corporate secretary for firm-wide entities and assisting the compliance officer in regulatory maintenance. Additionally, Ms. Di Rocco handles all firm administration as the office manager and supports all firm executives.

Prior to joining the NY office, Ms. Di Rocco started at Bel-Fran Capital, our back office in Vancouver, BC as a financial assistant and with Balfour Pacific Capital providing deal administration. Prior to joining Recursive Finance, Ms. Di Rocco gained administrative experience working at the Alberni Valley Chamber of Commerce, as well as built and scaled a tourism charter & apparel business on Vancouver Island.

Ms. Di Rocco holds a Bachelor of Business Administration with a concentration in marketing from Capilano University.

Select Portfolio Assets

Recursive Finance invests on a direct basis in operating businesses across multiple sectors and in real estate. While our mandate is flexible, we emphasize opportunities with identifiable cash flows and tangible assets.

Sponsored Funds

Sponsored Funds

Contact

Tumwater

Contact Us

info@recursivefinance.com
Recursive Finance, LLC is an SEC registered investment adviser located in Tumwater, WA. Registration of an investment adviser does not imply any level of skill or training. Recursive Finance may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For information pertaining to 
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Belzberg Investments, LLC (“Recursive Finance”) is an SEC registered investment adviser located in Tumwater, WA. Recursive Finance and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Recursive Finance maintains clients. Recursive Finance may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Recursive Finance’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Recursive Finance’s web site on the Internet should not be construed by any consumer and/or prospective client as Recursive Finance’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Recursive Finance with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Recursive Finance, please contact the SEC or the state securities regulators for those states in which Recursive Finance maintains a notice filing. A copy of Recursive Finance’s current written disclosure statement discussing Recursive Finance’s business operations, services, and fees is available from Recursive Finance upon written request. FORM ADV.

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