| First Name |
Last Name |
Company |
Bio |
Personal Profile Picture |
Exhibitor |
Exclude from attendee list |
| Dan | Hart | Cortland Fund Services | | | Exhibitor | | | Greg | Myers | Cortland Fund Services | | | Exhibitor | | | Ronnie | Aroche | Eckard Global, LLC | Lead and oversee the development and growth or profitable new business, as well as develop and maintain relationships with partners of the firm. The development is done by the introduction of Eckard Global and our expertise in managing high net worth and institutional client's investments in midstream assets and non-conventional resource plays as well as managing their energy portfolios. | Download File | Exhibitor | | | John | Casano | Financial Diligence Networks | John Casano is a co-founder and Managing Member of Financial Diligence Networks LLC. John has been allocating to hedge funds since 2001. From 2010 to 2012, he was employed as a Senior Hedge Fund Research Consultant at NEPC, LLC, involved in the firm’s hedge fund research and due diligence activities. John also provided consulting services for allocations to non-traditional asset classes made by various public, corporate, Taft-Hartley, and endowment/foundation clients. Prior to joining NEPC, John was employed at Cambridge Associates, and he has also held hedge fund research and risk management related functions at several funds of hedge funds in New York City. John received his B.S. in Finance from Villanova University in 2001, and the CAIA accreditation in 2002. He is married, has four young daughters, and lives in Connecticut. | Download File | Exhibitor | | | Maria | Miles | Guggenheim Investment Advisory, LLC | | | Exhibitor | | | Josh | Rothstein | Guggenheim Investment Advisory, LLC | Mr. Rothstein is a Vice President for Guggenheim Partners and a Portfolio Manager for Guggenheim Investment Advisors, an SEC registered investment advisor. He joined Guggenheim in 2006 as an Analyst in the Portfolio Management Group and is responsible for initial portfolio construction and ongoing portfolio management across all asset classes. He analyzes global capital markets and engages in a variety of asset allocation modeling, portfolio rebalancing, and performance evaluation. Mr. Rothstein holds a Bachelor’s in Science and Management in Finance from Tulane University, holds the FINRA Series 65 license and has passed Level II of the CFA Examination.
| Download File | Exhibitor | | | Deborah | Liston | Interactive Brokers | | | Exhibitor | | | Ian | Asvakovith | Piedmont Fund Services | Ian is the Co-Founder and CEO of Piedmont Fund Services, Inc., a full service administrator for hedge funds and private equity headquartered in Washington DC Metro area with offices in New York and Asia Pacific. At Piedmont, Ian advises his clients from pre-launch to various stages of their business lifecycle. He is also responsible for the strategic direction and management of the firm. Ian is a frequent speaker at hedge fund industry conferences and investor roundtables.
Prior to founding Piedmont, Ian was with the global asset management practice at Ernst & Young, in New York, where he oversaw the audits of hedge funds, private equity funds, fund of funds, broker-dealers, and mutual funds clients with AUM ranging from $100 million to $200 billion. In addition, Ian had served on various consulting projects including internal control reviews, forensic accounting, and internal audit outsourcing.
Ian holds a B.A. in Business Economics with Accounting Emphasis from University of California Santa Barbara. He is a licensed certified public accountant and also a member of the CFA Society of Washington DC. In addition, Ian is a board member of Asian American Chamber of Commerce and is actively involved with various charitable organizations in the Washington DC Metro area. | Download File | Exhibitor | | | Bob | Kern | U.S. Bancorp Fund Services, LLC | Bob Kern is a Managing Director and Executive Vice President of U.S. Bancorp Fund Services, LLC. He began his career with U.S. Bancorp Fund Services in 1982
and has served as a manager since 1984. In his current role, Mr. Kern manages all business development efforts including mutual fund, exchange traded fund, and alternative investment products. From 1984 to 1994, Mr. Kern managed business development efforts as well as the mutual fund Transfer Agent operation including the Investor Services group, Account Services, Legal Compliance, Document Processing, and Systems Support divisions. During that
time, Mr. Kern assisted in the management and mplementation of both services and technologies related to Transfer Agent and shareholder services, Fund Accounting, Fund Administration, literature fulfillment, and fund Distribution services. | | Exhibitor | | | Michael | Milmoe | U.S. Bancorp Fund Services, LLC | | | Exhibitor | | | Gerald | Barbara | U.S.Bancorp Fund Services | | | Exhibitor | | | Roy | Cornett | Vintage Wine Estates | | | Exhibitor | | | Adam | Decker | Vintage Wine Estates | | | Exhibitor | |
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