Mr. Klein is an investor and author who focuses on identifying, investing in and helping build transformative companies – those that not only succeed but transform their industries, their markets and the world around them. During his career he has been involved in financing over 130 venture and growth stage companies.
Presently, he is Managing Director and Chief Investment Officer of SWaN & Legend. In this role, he serves on the boards of Anonymous Content, Cava Mezze Grill, La Lumiere, China Senior Care, MyOwnMed, and Launchpad Central. He is also a board observer on CustomInk, Optoro, Quad Learning, and Think Food Group.
In 2005, he founded and served as Managing Partner of Legend Ventures, a private investment firm targeting New Media and Information Technology opportunities. Prior to founding Legend, he was a Managing Director and member of the investment committee of Kinetic Ventures, which he joined in 1994. Earlier in his career, he worked in corporate finance for Salomon Brothers and Chemical Banking Corporation where he completed numerous mergers & acquisitions, restructurings, public and private financings and leveraged buyouts.
In addition to his private equity activities, he is the author of two books on Transformative Companies: East of Wall Street and Built for Change: Essential Traits of Transformative Companies (Praeger Publishing). He is currently writing his third book called Surfing the Avalanche focused on Big Data’s impact in the workplace, due for publication in late 2017.
Mr. Klein is a frequent speaker on capital formation and entrepreneurship and has appeared on Lou Dobbs and CNN, as well as keynoting Fortune Magazine’s Growth Summit. He is a member of Young Presidents Organization, serving in several leadership roles including Chairman of YPO’s largest global network, the Deal Network, where he built worldwide membership to over 4,000 CEOs in 105 countries. He is an Executive Producer of the film “Breakup at a Wedding.” He received his BBA from the University of Texas and MBA from Harvard Business School.