| First Name |
Last Name |
Company |
Bio |
Personal Profile Picture |
Boot Camp Speaker |
| Martin | Sreba | Advent | | | Boot Camp Speaker | | Thalius | Hecksher | Apex Fund Services | Thalius has over 15 years experience of working within the international financial markets and has particular expertise in the fund management and asset management sectors. Prior to joining Apex, Thalius was head of sales for EMEA at Linedata Services where he specialized in financial software and technology for mutual and hedge fund managers through to third party administrators. Thalius successfully launched Linedata in new territories across the EMEA region.
Prior to this, Thalius was sales director at Thomson Financial (now Thomson Reuters). Thalius had responsibility for spearheading the significant growth in the institutional equities and wealth management for UK and Ireland. Managing USD$35 million turnover and annual growth of USD$7m. |  | Boot Camp Speaker | | Lance | Baraker | Celadon Financial Group | Lance Baraker graduated in 1993 from Lehigh University with a degree in Finance and received his MBA and Certificate in International Business from Fordham University in 1997. His trading career began with Timber Hill, making markets in equities and index options on the floor of the American Stock Exchange. Through a JBO with Spear, Leeds & Kellogg, he became a partner in El Lobo Trading Group. He continued options trading on the floor through 2004 when he joined Shoreline Trading Group in New York, where he was head of business development and prime brokerage sales. Lance left Shoreline in 2007 and was one of the founding partners of Saratoga Prime Services. In 2009, Lance Baraker was hired to build from scratch TradeStation Prime Services based in NY. His most recent position is with Celadon Financial Group, where he is a partner and runs the Prime Brokerage division. Lance holds the NASD series 3, 7, 30, and 63 licenses. |  | Boot Camp Speaker | | Don | Previti | DVP Partners, LLC | Dedicated and driven Sales Professional who thrives in a challenging and dynamic work environment. 25 years’ experience in the Financial Industry with a specialty in Technology Infrastructure and Software Integration for Hedge Funds, Investment Banks and Alternative Asset firms.
Strong and current relationships with all Prime Brokers, C- Level Executives and Partners in the Alternative Asset and Real Estate space. Don is a frequent speaker on preferred industry panels and is quoted in many notable Alternative Asset Publications such as Institutional Investor, Hedge Fund Week, Hedge Fund.net, Alternative Universe and Forbes.
Don is Founding Partner of DVP Partners, LLC. A Business Advisory and Consulting firm focused on Accelerating Business Performance and Mitigating Operational Risk for Firms and Partners in the Alternative Asset and Financial Services space.
Don previously served as the Director of Business Development and Marketing at Richard Fleischman & Associates (RFA) and was the Senior Sales Executive during RFA’s growth from 150 to over 400 Funds ranging in size from 50 MIO to over 30 Billion AUM. In addition, Don managed all Key Business Partnerships including Prime Brokers such as Goldman Sachs, Credit Suisse, Morgan Stanley, UBS, Deutsche Bank, Merlin Wells Fargo and Jefferies.
| | Boot Camp Speaker | | Jerry | Gil | Emerging Asset Management | Jerry Gil, Managing Director, is responsible for developing and promoting the EAM range of products globally, and is responsible for oversight of the Sub-Funds managed by EAM on the Emerging Manager Platforms. Prior to EAM, Jerry held Director positions at SEI and BNP Paribas. Jerry has over 20 years of experience in the financial services industry in the US, Scotland and United Kingdom, with global mandates in the Middle East and Asia. Jerry’s career has a particular focus on funds services, middle / back office solutions, global and domestic custody and prime brokerage. |  | Boot Camp Speaker | | Sam | Michelson | Five Blocks | Sam Michelson is CEO of Five Blocks a technology and services company specializing in Online Search Branding and Digital Reputation Management.
After receiving his BA in Psychology and his Masters in Management, Sam served as an organizational psychologist in the Israel Defense Forces. For 10 years, Sam served in various product management roles at internet start-up companies, before developing his own website to sell VOIP products in 2003. That first site, http://www.YouNeverCall.com, later morphed into an online cell phone superstore; at its height, it processed over $7M/year in cell phone and accessory sales.
By 2004, the company had started extensive lead generation work for a leading mesothelioma law firm in Houston, managing several million US$ in online ad spending and SEO annually. From there, the company expanded into luxury condos sales, leading the internet marketing for The W Hotels Las Vegas Hotel. Today, Sam manages the company’s vision and growth; he works directly with many of our partners to grow the company, while overseeing the development of our technology. |  | Boot Camp Speaker | | Patrick | Mullevey | Gravitas | Executive Director, Systems Integration
Pat Mullevey heads Gravitas’ Systems Integration and Technical Support Group. Prior to Gravitas in 2011, Pat was a Senior Systems Engineer at GoldenTree Asset Management where he implemented and maintained GoldenTree’s private Cloud and overall IT infrastructure. As a former Captain in the United States Marine Corps, he was responsible for managing the network and infrastructure for 270 recruiting stations as Information Systems Manager for Northeast recruiting. Pat also managed many network and systems deployments in operations overseas. Pat holds a Bachelor of Science in Business Administration from The Citadel Military College of South Carolina. | | Boot Camp Speaker | | Matt | Kosara | HGK Asset Management, Inc. |
Matthew Kosara joined HGK in 2005. Matthew is the Client Portfolio Manager for HGK's Domestic Strategies. He is a member of the Investment Policy Committee at HGK. Before coming to HGK, he co-founded MAP Management, LLC, where he developed asset allocation and investment strategy for the firm's institutional benefit plan and individual clients. Matthew holds a BS in Management/Finance from Rensselaer Polytechnic Institute’s Lally School of Management and Technology where he graduated Magna Cum Laude. Matthew completed the Chartered Financial Analyst program in 2012, is a holder of the Chartered Alternative Investment Analyst designation, and is a member of the New York Society of Security Analysts. In 2008 he co-founded The Alliance of Alternative Asset Professionals, which provides educational events for its more than 5,000 members. |  | Boot Camp Speaker | | Brett | Langbert | IA Englander | Brett Langbert is a Managing Director at Israel A. Englander, LLC, responsible for sales and distribution of the MA&PS (Managed Accounts and Prime Services) Platform. MA&PS provides customized solutions for investors seeking access to the alternative asset space through separately managed accounts to emerging hedge fund managers. IAE recognizes that investors have desire to allocate to emerging managers but are hesitant to do so given the inherent risks and restraints in making such an allocation. Or the investor are prohibited from putting in place an emerging manager program because it cannot properly deploy the infrastructure, operations, and administrative overhead required. IAE provides the investor with a “managed account in a box” solution enabling the investor to allocate capital to emerging managers while mitigating risks through a self directed managed account program. The solutions available allow the investor to get up and running from start to finish in a streamlined deployment. Features include: Multi Prime capabilities with flexible account structure; Customized & dynamic reporting; Real Time P&L and risk systems; Real Time investment compliance/surveillance; Trusted legal, administration, tax and audit referrals; Targeted hedge fund introductions through high level platform relationships.
Prior to joining IA Englander, Mr. Langbert was President & COO of HedgeCo Networks and HedgeCo Securities. At HedgeCo Networks, he was responsible for HedgeCo.Net, the most trafficked internet database in the world for hedge fund content and performance. This database included 8,000+ hedge funds and 20,000+ qualified investors. Further, at HedgeCo Securities, Mr. Langbert managed a broker/dealer that performed Prime Broker services, Capital Introduction and Third Party Marketing.
Before HedgeCo, Mr. Langbert had a successful 17 year career on Wall Street. He started in the business at Goldman Sachs where he was a cash sales trader, then managed parts of the convertibles arbitrage business and ultimately ran a volatility desk. Mr. Langbert then joined Morgan Stanley as a Managing Director where he co-managed Sales Trading for the Americas and was responsible for Merger Arbitrage and Capital Structure Arbitrage. While at Morgan Stanley, Mr. Langbert also built and co-headed a joint venture for cross selling between equities and credit investors. He also segmented the entire institutional distribution business while at Morgan Stanley. Mr. Langbert then joined UBS where he was a Managing Director and was Head of Prime Brokerage Sales for the Americas. On this platform, he was responsible for origination and distribution of a platform that oversaw prime brokerage of 750 institutional accounts across the United States, Canada, Mexico, Latin America and South America.
Mr. Langbert graduated from Colgate University with Honors in Political Science. He has served on the Alumni Council of Colgate and was his Class Gift Chair for 16 years. Mr. Langbert also serves on the Business Development Board of Palm Beach County and is an executive committee member of the Front Nine Club at PGA National in Palm Beach Gardens. He is married with 2 children and currently lives in Jupiter, Florida. |  | Boot Camp Speaker | | Robert | O'Boyle | Liquid Holdings Group | As Executive Vice President of Sales and Marketing for Liquid Holdings Group I lead the initiatives to drive market adoption and awareness of Liquid's new approach to providing hedge funds with the best way to de-risk their business, enhance decision making, improve transparency and ultimately put more money into their investors pockets. Our innovative approach, leverages a fully integrated Saas delivered trading and risk solution combined with execution services, capital and access to investors. We are putting the needs of the emerging hedge fund first and ensuring they have the ability to optimize their investment strategies without being encumbered by high costs and generic services. While Liquid's model is new the technology has been used for over 6 years by many multi- asset class portfolio managers and traders and our 70+ client base is growing . Our mission is to make hedge fund managers more successful. I brings over twenty years of business development and marketing leadership experience in the financial services industry. From 2002 until joining Liquid Holdings, I held several senior roles at Advent Software, Inc., including Vice President of Solutions Marketing, Business Development and Sales for Advent’s Asset Management Group. | | Boot Camp Speaker | | Jason | Brandt | Maples Fund Services | Jason is the Regional Head of Fund Services for the Americas for Maples Fund Services. He has more than 18 years of experience in the financial services sector with 14 years specifically in the hedge fund and private equity industry. Previously he worked for Deutsche Bank Alternative Fund Services in London and was responsible for EMEA and Asia. Prior to that, Jason served as Managing Director and COO of Hedgeworks, which was acquired by Deutsche Bank in 2008. Jason’s early career history included positions as Assistant Vice President of Global Portfolio Administration for Capital Guardian Trust Company, and Accountant roles at both Ernst & Young and Coopers & Lybrand. | | Boot Camp Speaker | | Dennis | Schall | Marcum LLP | Dennis J. Schall is a Partner in the Firm's National Alternative Investment Industry group. He provides leadership to the Group’s New York City operations and assists with practice development, client service, strategic planning and the setting of policies and procedures. Mr. Schall specializes in auditing and consulting hedge fund and investment advisors with complex investments and financial reporting matters. He advises clients beginning with the start-up phase and continuing through the life of a fund.
Mr. Schall specializes in hard-to-value investments, including complex debt & equity instruments. Mr. Schall's experience also extends to other non-traditional investments such as, private investments in public equities, asset based lending, and life settlement investments.
Mr. Schall has more than 20 years of public accounting experience. He speaks on industry topics and has been quoted and published in various trade publications. |  | Boot Camp Speaker | | Paul | Marino | Marino Partners LLP | Paul J. Marino’s practice focuses on the transactional and corporate areas of law and he advises a diverse group of clients on a wide array of matters including structuring of pooled investments, negotiating and drafting commercial and private lending arrangements, creating structured finance products, effecting mergers and acquisitions and private placements, navigating investment management compliance and assisting with corporate governance.
Mr. Marino is the Executive Board Member and President of The Alliance of Alternative Asset Professionals (www.taaaps.org).
He is a graduate of Brooklyn Law School, Phi Delta Phi National Legal Honor Society. |  | Boot Camp Speaker | | Nancy | Kazdan | Market Share International | Nancy L. Kazdan, Founder and CEO of Market Share International leads one of the most experienced global alternative institutional marketing, distribution, compliance and sales development consultancies providing investment management organizations with over two decades of measurable asset raising results.
Market Share is sought out to work exclusively with investment managers and their teams through all aspects of marketing strategy, product development, brand evaluation, and strategic distribution including institutional and mutual fund asset raising. Organizations who have received measurable benefits from Market Share’s expertise include Deutsche Asset Management, Russell Investment Group, Credit Suisse through to emerging alternative funds.
With their years of experience they have developed proprietary financial industry models in the areas of institutional strategic marketing, differentiation and conversational selling and presentation techniques. Investment managers around the globe have reaped significant benefits when coached by Market Share to dissect and improve every aspect of their verbal, electronic and written communication leading to successful asset raising.
Market Share’s clients widely regard them as an industry leader for their true passion – differentiated coaching & consulting that gets results.
|  | Boot Camp Speaker | | Andrew | Parrillo | Newport Capital Advisers, Inc. | Andrew Parrillo founded Newport Capital Advisers, Inc. in 1995 as a registered investment adviser to
provide discretionary, chief investment officer and consultative investment services to endowment
funds and family offices. The firm’s primary activity is research of all asset categories and investment
managers that it can apply to implement tailored investment strategies for its clients. Hedge funds have
been a significant allocation in client portfolios since 1995. Although the firm has engaged strategies
from firms of all sizes, it has been especially interested in engaging firms in their early stages and those
particularly mindful of the risks of asset and personnel growth.
Mr. Parrillo regularly speaks about investment manager selection at various national investment
conferences. Early in his investment career he managed the Trust Investment Division’s Retirement
Investment Department and was a member of the Investment Policy Committee at Fleet National Bank.
Before founding Newport Capital Advisers he was a Senior Vice President of Wellesley Group, Inc. where
he advised endowment funds and family offices on asset allocation and investment manager selection.
He is a graduate of Boston University and served as a U.S. Air Force Captain and Senior Navigator. | | Boot Camp Speaker | | Steve | Lewczyk | Nirvana Solutions | Steve Lewczyk is Cofounder at Nirvana Financial Solutions. In his role at Nirvana, Steve is responsible for Corporate Development, Sales, Partnership Development and Strategic initiatives. With over 25 years experience in the financial services and financial technology industries, Steve has consistently demonstrated a successful track record of building and leading new business initiatives. At Advent Software, Steve sold, managed and led sales teams that consistently exceeded quota while breaking new ground though innovative technology. He spearheaded Advent’s early data management initiatives by building Advent Custodial Data, the first data aggregation service built for institutional investment managers. At Fidelity, Steve pioneered Fidelity Investment Advisor Group’s sales and marketing initiatives on the West Coast to Registered Investment Advisors. Steve is married, has two sons and is an avid frequent flyer to New York City.
About Nirvana Solutions – Nirvana provides state of the art cloud based portfolio, risk management and reporting solutions to the investment management industry. Nirvana’s clients include hedge funds, prime brokers, managed account platforms, fund administrators, family offices and asset managers. Headquartered in NYC and with offices in SF and Dehli, India, Nirvana provides emerging hedge funds and their investors with cost effective and complete operational solutions to grow their businesses successfully. |  | Boot Camp Speaker | | Greg | Cancilla | RVM Enterprises Inc. | Greg Cancilla, EnCE, ACE is a Certified Computer Forensic Engineer and the Director of Forensics. He is experienced in the preservation, identification, extraction, documentation and interpretation of digital data. Greg has completed computer forensics training programs from renowned industry outfits, such as New Technologies, Access Data, and Guidance Software (the developers of EnCase Forensics Software) among others. As a certified forensic engineer, he has performed countless digital forensics investigations since entering the field in 2003. Additionally, Greg has offered testimonies in numerous cases, including presenting a key piece of evidence in Ronald Luri v. Republic Services, Inc., et al., which rendered the largest verdict in the State of Ohio’s history. Greg holds a bachelor’s degree in business administration and computer science from the University of Toledo. |  | Boot Camp Speaker | | Richard | Zack | Wainwright Investment Counsel | Richard Zack – Wainwright Investment Counsel
Chief Risk Officer and Chief Legal Officer;
CEO of Wainwright’s broker-dealer subsidiary
Richard Zack has 22 years of industry experience. Prior to joining Wainwright, Mr. Zack co-headed businesses at a number of firms, including a subsidiary of a major Canadian bank, two U.S. investment banks and a private wealth management firm. Mr. Zack also practiced securities and business law at a global law firm and at the U.S. Securities and Exchange Commission. He held various positions with the SEC in Washington, D.C. and ultimately became the Options Branch Chief within the SEC’s Division of Market Regulation. Mr. Zack earned an L.L.M. in Taxation from Georgetown University Law Center, a J.D. from Rutgers University School of Law and a B.A. in Economics from Emory University. He is a FINRA-approved arbitrator and holds the FINRA Series 4, 7, 24, 28 and 63 licenses.
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