Brad K. Heppner

Chief Executive Officer

Senior Partner Director

Chairman
Credit Committee
Enterprise Risk Committee
Executive Committee Chair
Nominating Committee Chair

A trailblazer and thought leader in the alternative assets industry, Brad Heppner is the founder and Chief Executive Officer of The Beneficient Company Group, L.P. (Ben). He also serves as Ben’s Senior Partner Director and is the Chairman of the Credit, Enterprise Risk, Executive, and Nominating Committees.

Brad Heppner’s Experience & Education

Brad has over 30 years’ experience working in the alternative asset space and in financial institutions. He previously worked at Bain & Co., the MacArthur Foundation, and Goldman Sachs. He was the founder and CEO of The Crossroads Group (sold to Lehman Brothers and now held by Neuberger Berman) and founder of Capital Analytics (now held by Mitsubishi Union Financial Group). Brad holds BBA, BA, and BS degrees from Southern Methodist University and an MBA from the Kellogg School of Management at Northwestern University.

Brad Heppner’s Inspiration for Founding The Beneficient Company

Brad has been a part of the alternative asset space since 1989 and witnessed firsthand how high-net-worth individuals and small-to-mid-sized institutions can struggle to get liquidity for their alternative assets. He realized there had to be a better way to provide liquidity to investors of all sizes. That’s when he began to collaborate and consult with nationally recognized investment banks, law firms, accounting firms, and regulatory agencies to create a different, more investor-friendly approach to alternative asset liquidity.  

Brad Heppner, The Beneficient Company, and Kansas’ TEFFI Act

Understanding that the alternative assets industry is at an inflection point, Brad Heppner and the Beneficient Company Group have contributed to the establishment of the Technology-Enabled Fiduciary Financial Institution (TEFFI) Act, a comprehensive statutory and regulatory framework designed to attract private investment in Kansas, Brad’s home state. Ben recently received its trust company charter from the Kansas Office of the State Bank Commissioner, which allows us to serve as a regulated fiduciary that provides custodial and trust management services and liquidity to alternative asset investors.

Under the TEFFI Act, alternative asset financing fees will go directly to rural communities located in  Kansas economic growth zones. This law has the potential to vault Kansas to the top of the economic spectrum, establishing the state as a leader in the alternative asset financing industry.

Brad Heppner Highlights

Learn more about Brad Heppner’s philanthropic mission and the Texas-sized commitment of the Heppner family to creating a legacy for the state, its habitats, and its people.

Watch Fox Business News interview Brad Heppner about The Beneficient Company and our strategy for alternative asset liquidity and how new legislation in Kansas could make it a key financing hub for the alternative asset industry.

Follow Brad Heppner on LinkedIn.

Trust Ben™

At Ben, we have crafted a suite of reliable, ongoing liquidity solutions for investors in alternative assets. Our process seeks to give investors access to hard-earned investment capital, with liquidity provided from our own balance sheet. Contact us today to schedule a consultation with our expert team.

Read More About Brad:

Brad Heppner on Carving New Paths in the Alternative Asset Industry

Ben Announces the Funding of Beneficient Heartland Foundation

Beneficient CEO Brad Heppner Named Finalist in 2022 Ernst & Young Entrepreneur Of The Year® Award

Portrait of Brad K. Heppner, CEO and founder of The Beneficient Company Group, L.C.
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