Attendee Lists will be sent with Individual Names and Company Names only, 1 week prior to the Summit and the first day of the Summit.
Please note: Attendee list does not include Family Office Members and others who elected not to be included in distribution.
Our Attendee List policy is to only disclose the attendees names and their company names and not their contact information. Bios and Pictures can be seen below for those who wish to include them in their registration profile. If you wish to change your profile please Click
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| First Name |
Last Name |
Company |
Bio |
Personal Profile Picture |
Exclude from attendee list |
| Nikki | Beddoe | | | | | | Ling | Burke | | | | | | Rosh | Chandrasena | | | | | | Matt | Davey | | | | | | Alex | Grumman | | | | | | Gustavo | Guzman | | | | | | Clifford | Holgren | | | | | | Travis | Huff | | |  | | | Alexander | Lund | | |  | | | Astra | Michels | | | | | | Gary | Schwendiman | | | | | | Alex | Suh | | | | | | Thomas | Wilczek | | | | | | Howard | Winston | | | | | | Kevin | Lyons | Aberdeen Asset Management | Kevin Lyons is a Senior Strategy Analyst on the hedge funds team. Kevin joined Aberdeen in 2012 from Attalus Capital where he was a senior analyst covering relative value strategies. Prior to Attalus, Kevin worked for Morgan Stanley and Goldman Sachs within their Prime Brokerage groups. Kevin graduated with a BS in Finance from University of Scranton and an MBA with a concentration in Finance from Fordham University. |  | | | Donna | Pulini | Aberdeen Asset Management | | | | | Ernest | Scalamandre | AC Investment Management | Ernest A. Scalamandre was born on March 23, 1963 in New York, New York, and received a B.S in Economics for the University of Pennsylvania in 1985. Mr. Scalamandre whas worked in the alternative investment industry for over seventeen years and has managed a fund of hedge funds and its predecessor since 1993. From July 1995 until December 2005, Mr. Scalamandre was the Founder and Managing Member of Pinnacle Associates GP LLC ("Pinnacle"), a fund of hedge funds firm serving as the general partner for several Pinnacle entities. Concurrently from May 2003 to December 2005, Mr. Scalamandre was the Founder and Senior Managing Member of Pinnacle Asset Management LLC, a related entity and an investment adviser registered with the Securities and Exchange Commission (the "SEC"). From May 2003 to the present, Mr. Scalamandre has been the Managing Member of Aurelian Holdings LLC (formerly Par Investments, LLC), which provided investment management services to Silver Creek Early Advantage Fund, Ltd. and Silver Creek Early Advantage Fund, L.P through 2005 and serves as the managing member of several investment entities. In April 2006, MR. Scalamandre founded the Investment Manager, an investment adviser registered with the SEC that serves as the investment adviser to several investment entities. From December 2001 to March 2003, Mr. Scalamandre was the Managing Director of Bricolage Capital, LLC, an investment advisory firm which is a related person to Pinnacle. From March 2000 to December 2001, Mr. Scalamandre was the Director of Hedge Funds at Wealthplace, Inc., a boutique advisory firm that caters to high net worth investors, and from June 1998 to January 2000 at James River Capital Corp., one of the largest sponsors of alternative investmetns worldwide. Prior to this, he was a general partner of NEst & CO., a registered broker-dealer and floor trading firm, and has served as a partner in several NYSE and AMEX specialist partnerships. |  | | | Marc | Flamini | Advent | | | | | Roxanne | Mazzatta | Advent | | | | | Martin | Sreba | Advent | | | | | Russell | Stuart | Advent | | | | | Matt | Andrews | Aegea Capital Management, LLC | Matthew Andrews is a Founder and Managing Partner of Aegea Capital. He holds a BS from the University of Southern California and an MBA from Northwestern's Kellogg School of Management, with an emphasis in Finance and Marketing. He helped form Aegea Capital after 10 years of experience as a proprietary volatility trader on the CBOE, where he was the original Designated Primary Market Maker for the blockbuster IPOs of Google, CME Group and NYMEX, in addition to approximately 50 other products. |  | | | Cem | Karsan | Aegea Capital Management, LLC | Mr. Karsan is Founder & Senior Managing Partner of Aegea Capital. He graduated with honors from Rice University in 1999 & holds an MBA from the Kellogg School of Management with an emphasis in Analytical Finance & Management. From 2007 to 2010, over the course of the financial crisis, his proprietary market making firm earned a compounded return to investors of many multiples of their initial investment, while constituting approximately 13% of S&P 500 index option volume. | | | | Steve | Soccorso | aiCIO | | | | | Jay | Rogers | Alpha Strategies Investment Consulting | Jay Rogers is the President and Founder of Alpha Strategies Investment Consulting based in Newport Beach, California. Alpha works with family offices and smaller institutional investors with a focus on investing in alternative strategies. Alpha also acts as advisor to several funds including a private equity fund of funds. |  | | | Dayne | Austin | Alpha Strategies Investment Mangement | | | | | Jason | Cooper | Alpha Theory LLC | Jason Cooper – Prior to joining Alpha Theory in 2013, Jason held senior positions in management consulting, the investment industry and a dot-com start-ups. Most recently, Jason led Business Development efforts at PHOTON Consulting, the research arm and management consultancy of the largest global professional services organization focused on the solar power sector. Prior to that, Jason was a capital strategist and head of investor relations for small-cap issuers with Presage Partners, LLC. Jason earned his undergraduate degree from Boston University and attended the Program for Leadership Development at Harvard Business School |  | | | Cameron | Hight | Alpha Theory LLC | Cameron Hight, CFA – President and Founder. Cameron founded and developed Alpha Theory's™ proprietary software in 2005. Previously, Cameron worked in the investment industry for 10 years covering primarily technology companies where he supported over $20B in transactions. Cameron worked in New York as an equity research analyst for firms such as Credit Suisse First Boston and Lehman Brothers. In 2002, Cameron joined Afton Capital Management, a $200M long-short equity hedge fund. Cameron has spoken at conferences and seminars, been interviewed on TV and Radio, and was a monthly columnist for Institutional Investor on the topic of portfolio management. He currently sits on the board o, DIS/CERN Analytics (data-driven fundamental research), and UNC-Chapel Hill Business School Investment Fund. Cameron earned his Business degree from the University of North Carolina at Chapel Hill and became one of the youngest ever to receive the Chartered Financial Analyst (CFA) designation in 1999 |  | | | Christian | Lena | ALPHA TITANS LLC | Christian Lena has 12 years of experience as an investment professional and is responsible for research & investor relations at ALPHA TITANS, an investment advisor that specializes in sourcing alpha and managing risk by diversifying assets among dominant multi-strategy “Alpha Titans” in the hedge fund industry. Christian’s prior professional experience includes business development & investor relations for Aeon Capital LLC, a global macro hedge fund, and five years as an equities trader with Lightspeed Trading.
Christian completed the Global Investment Risk Management Programme at the Saïd Business School, Oxford University. He holds the Certificate in Quantitative Finance (CQF) and an MHA/MBA from the University of Southern California, where he graduated Magna Cum Laude and was a Merit Scholar. Christian completed his undergraduate coursework at Fairfield University and earned a BS in Biology with a minor in Philosophy. He holds the Series 3 and Series 65 investment licenses.
| | | | John | Conner | AlphaHedge Capital Partners LLC | | | | | Geoff | Marcus | AlphaMetrix | | | | | Mark | Salameh | AlphaMetrix | | | | | Mike | Procter | ALPS | | | | | Paul | Garvey | ALPS a DST Company | | | | | Jason | Cholewa | ALPS, A DST Company | | | | | Evan | Katz | Alternative Assets | Evan Katz is CEO of Crawford Ventures, Inc., and a registered representative of Alternative Asset Investment Management Securities, LLC. An honors graduate of The Wharton School of Business and Harvard Law School, Evan has worked on Wall Street for a decade, is highly regarded as an expert on investment and hedge fund best practices, and has raised vast investor allocations and commitments for compelling hedge funds, private equity funds, and medical life sciences companies. Evan’s investor relationships include more than 1,000 institutional and family office investors worldwide, with more than $5 trillion of assets, and include many prominent endowments, family offices, foundations, funds of funds, insurance companies, and pensions. Evan serves on the Advisory Board of the Hedge Fund Association, and was honored with the “Young Leadership Award” at the 2011 YJP Hedge Fund Summit. Evan has been quoted as an expert in many leading publications, including: the ABA [American Bar Association] Journal, The American Lawyer, Corporate Legal Times, Newsday, The New York Times, and The Wall Street Journal. His contact information is (212) 904-0909, EKatz@CrawfordVentures.com. |  | | | Victor | Park | Alternative Assets | Principal and Founder of Alternative Assets, a 20 person hedge fund capital raising firm with 3 offices, In addition to being a Founding Partner of www.SALTConference.com, Mr. Park also hosts the Third Thursday Hedge Fund industry socials globally. Mr. Park also organizes the uniquely collaboratively structured www.AlternativeAssetSummit.com. Additionally, Mr. Park serves on the Advisory Board of The Alliance of Alternative Asset Professionals (TAAAPs.org) as well as serves as a featured speaker at numerous industry events. |  | | | Todd | Schwendiman | Alternative Assets | Mr. Schwendiman is Managing Director of Alternative Asset Investment Management Securities, LLC (Alternative Assets). He joined the firm in 2009 to expand the firm’s business network, hedge fund relationships and registered brokers. Since 2009 he has also been the Conference Director for the annual www.AlternativeAssetSummit.com. He has over 25 years of experience in all aspects of the alternative assets business. He is a Chartered Alternative Investment Analyst (CAIA) and a Certified Hedge Fund Professional (CHP). He serves on the Executive Board of TAAAPs. He is a graduate of Washington University in St. Louis with a Bachelor of Science in Business Administration - Finance and Economics and has also studied at Oxford University. |  | | | Mark | Berkowitz | Ambrose | | | | | Boris | Sokolsky | Ambrose | | | | | Shahvand | Aryana | American Colonial Capital, LLC | | | | | B | Daneela | American Colonial Capital, LLC | | | | | Jaime | Diaz | American Colonial Capital, LLC | | | | | Craig | Rumbaugh | American Colonial Capital, LLC | | | | | Michael | Lerma | Americus | | | | | Mikel | Mahjobi | AMG Family Trust | | | | | Jooho | Shin | AndBeyond Capital Management | |  | | | Bonsang | Koo | AndBeyond Capital Management Co., Ltd. | | | | | 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. |  | | | Heather | Nagle | Apex Fund Services | Heather’s role with Apex is helping to lead the sales efforts for their US business. She has extensive experience on the alternative industry systems side of the business as well as working with large administrators and their clients. Prior to working with Apex on the US sales team, Heather worked with Koger Inc, a global leader in alternative systems solutions. While with Koger Heather worked as business analyst identifying efficiencies and problem solutions for clients as well as working with the Sales and Marketing teams handling all Marketing related activity along with extensive global travel as part of the sales effort. |  | | | Jeff | Graup | Apotheosis Media Group | Jeff Graup, CEO of Apotheosis Media Group: Jeff has been in the entertainment industry for over twenty years and has participated in every aspect of film development, including: financing, production, distribution, and marketing & business affairs.
Apotheosis Media Group and Graup just Produced The Call for Sony with Halle Berry, Abigail Breslin starring for director Brad Anderson. The picture opened to $17.1 million dollars and ended it run at $53+ million dollar mark domestically and another projected $35-40+ million from its ancillary rights. An incredible result for an $11.5 million dollar picture.
Graup is readying his 2nd Apotheosis Media picture: Skiptrace starring Jackie Chan and Bingbing Fan that starts filming in China at the end of 2013.
| | | | Alvarez | Symonette | Arlon Group | Alvarez Symonette has been a member of the Arlon Opportunities Investors (part of Arlon Group) team since joining in 2013. Arlon Group is the investment arm of 200-year old Continental Grain. Prior to this, Mr. Symonette had spent the last two years as a Managing Director at Ader Investment Management, LLC. From 2008-2011, Mr. Symonette was a founding member of 360 Global Capital, LLC, a New York-based hedge fund. He is also a Management Committee member for the New York Hedge Fund Roundtable. | | | | Dave | Duebendorfer | Artemis Wealth Advisors | Dave Duebendorfer is President and Chief Operating Officer of Artemis Wealth Advisors, a Registered Investment Advisor with approximately $700 M in assets under management. Artemis advises a small number of large families, and employs only external, unaffiliated investment advisors through a unique macro-economic based approach to asset allocation.
He is the former Head of Product Development for Citigroup Private Bank NA, and holds a BA degree with high honors in international management from UCLA and an MBA from the Harvard Business School. | | | | Jim | Mathis | Aspen Equity Partners, LLC | | | | | Michael | Young | Aspen Equity Partners, LLC | | | | | Jeff | Eizenberg | Attain Capital Management | Mr. Eizenberg has been with Attain since its launch in 2002, and is one of the partners of the firm and member of the Board of Directors and firm Investment Committee. Mr. Eizenberg focuses on client portfolio development. having worked both with investors in a hands on role and with the markets via automated system execution for 13+ years, he is in a unique position to evaluate and recommend appropriate investor allocation blends to best fit their investment goals and objectives. Mr. Eizenberg holds a B.A. degree in Economics and has earned his Series 3, 7 and 63. |  | | | Drew | Butler | Avery Capital Advisors LLC | | | | | Jeff | Schachter | Avet Capital Management | | | | | Katie | Wold | Avet Capital Management | | | | | Quinton | Jay | Bacchus Capital Management | |  | | | Katherine | Pummill | Backstop Solutions Group | | | | | Pat | Rodgers | Backstop Solutions Group | | | | | Geoff | Surkamer | Backstop Solutions Group | | | | | Michael | Tusay | Baxter Partners LP | | | | | Jamie | Peck | BDO USA | | | | | Richard | Rossell | BDO USA LLP | | | | | Colin | Gillis | BGC Financial | Colin is a director of research and a senior technology analyst at BGC Financial, levering a decade of experience analyzing public and private companies. His current focus includes mobile computing, performance and brand advertising, payments and commerce, and the platforms and piping that power the digital economy.
An electrical engineering graduate (bachelor of science) from Brown University and
academically published on the topic of computer parallel processing, Colin started his career as a
programmer, coding and building technology platforms. With work experience that includes private startups and public multinationals, Colin has a strong grasp of the details required for small companies to grow revenue and large companies to grow earnings.
Colin started his career in equity research in 2001 after receiving his MBA from New York University’s Stern School of Business, and he actively tracks both the public and private company landscape. He lives with his wife and their son in New York City.
|  | | | David | Berg | Big Idea Group | | | | | Eric | Billings | Billings Capital Management | | | | | Tom | Billings | Billings Capital Management | | | | | David | Dickman | Billings Capital Management | | | | | Sean | Sebastian | Birchmere Ventures | Seán Sebastian is the founding partner of Birchmere Ventures, a multi-stage venture capital group primarily funded by family offices. Among his many successful investments are CyOptics (acquired by TA Associates), ServiceWare (IPO), FreeMarkets (IPO), Eximias Pharmaceuticals (acquired by YM BioSciences), Lightningcast (acquired by AOL), MediaSite (acquired by Sonic Foundry), NeoLinear (acquired by Cadence Design Systems), and Safeguard Interactive (acquired by Storage Technologies). Mr. Sebastian's current portfolio of private companies includes Alpine Thermal Technologies, NoWait, Precision Therapeutics, ZeaChem, Plextronics, and TenMarks. He was previously director of technology commercialization at General Electric Information Services and an applied artificial intelligence systems consultant at American Management Systems. Mr. Sebastian holds a B.S. in mechanical engineering from Worcester Polytechnic Institute and an M.B.A. from Rensselaer Polytechnic Institute.
Mr. Sebastian launched Birchmere in 1996 to serve the private equity interests of an ultra-HNW Pittsburgh-based family, developing an investment platform geared toward their industrial and advanced materials expertise. Birchmere has since expanded to Palo Alto and New York to address other ultra-HNW family interests such as digital media and online commerce. This uniquely focused investment model enables families to leverage Birchmere's well-established administrative and operational processes, while tailoring an investment platform to their specific areas of interest. |  | | | Guillermo | DeLeon | Blue Line Investment Group | Guillermo de Leon is Managing Director of Blue Line Investment Group, an investment advisory firm focused on managing sophisticated investment portfolios for affluent families in the US and Latin America. Prior to founding Blue Line, Guillermo was Director of Investments at Salient Partners, where he was responsible for day-to-day management of client portfolios including a multi-billion dollar U.S. pension plan with significant exposure to private equity and real estate assets.
Formerly, he was Vice President and member of the Investment Committee at Condera Advisors focusing on sourcing, due diligence and management of fund-of-funds vehicles and customized hedge fund portfolios. Before that, he was Vice President at Northern Trust, responsible for advising and managing investment programs on behalf of high net-worth families with assets in excess of $2.5 billion. Guillermo specialized in structuring and managing portfolios of alternative assets including hedge funds, real estate, private equity and venture capital.
Guillermo is a member of the CFA Society of Houston, the CFA Institute, the Global Association of Risk Professionals, the American Bankrutpcy Institute and the Rice Alliance for Technology and Entrepreneurship. He is also an active investor in technology companies MicroVentures, geekli.st and Y Charts and serves on the Advisory Board of Intrepid Robotics. |  | | | Ari | Glass | Boothbay Management / Ignition Partners | | | | | Josh | Spindel | Bowery Investment Management, LLC | | | | | Mark | Brennan | Brennan Capital Partners | Entrepreneurial consultant who specializes in providing both strategic & operations management consulting services to client companies. Client companies are typically seed/early stage ventures located in the southwest region of the US. Often take an equity position in the client company in addition to fees to more closely align interests with outcomes.
Active entrepreneur & private equity/angel investor since 1994. Have personally founded and operated several companies since 1994 and have experienced successful exits.
Experience in the following fields: aviation services, food & beverage franchise operations, data archival & retrieval services, retail banking, specialty goods wholesale operations, seed/early stage venture finance, real estate development and management, construction management, video-based business intelligence services. |  | | | Joseph | Boystak | Brightwatwers Capital | | | | | Paul | Kessler | Bristol Capital Advisors, LLC | Paul Kessler is Co-Chair of Start Engine and is Principal and Founder of Bristol Capital Advisors, LLC. Mr. Kessler has extensive experience in all aspects of financing emerging growth public/private technology and bio technology companies. Mr. Kessler is recognized as a prolific investor, financier, venture capitalist and operator having completed over 600+ investments. Companies that he has directed investments in, founded, or provided early seed capital to include Allis Chalmers, Contango, Cheniere Energy, Derycz Scientific, The Los Angeles Film School, Genesis Biopharma, Miller Energy, Gamzee, Start Engine and Filter Foundry. |  | | | Erik | Landsness | Broadmark Asset Management LLC | | | | | Jeff | Lonsdale | Cabezon Investment Goup | Jeffrey Lonsdale, Portfolio Manager
Previously, Mr. Lonsdale was Vice President of Research and Trading at Clarium Capital Management, where he was a member of the investment team for the flagship global macro fund. He participated on the economic research and portfolio management side, applying global macro strategies across multiple asset classes including currencies, commodities, fixed income and equity indices. He helped create a quantitative trading team that combined quantitative trading strategies with global macro themes. During that time, Mr. Lonsdale served as an advisor to Palantir Finance, an innovative platform for data integration, information management and quantitative analysis, where he worked to create quantitative financial tools for the platform.
Mr. Lonsdale graduated from the University of California at San Diego with a B.S. in Bioengineering.
| | | | Michael | Dooley | Cabezon Investment Group | Dr. Michael Dooley is a Research Associate with the National Bureau of Economic Research, International Research Fellow at the Kiel Institute of World Economics and he edits the International Journal of Finance and Economics. Dr. Dooley is currently a professor of economics at the University of California, Santa Cruz (UCSC). In 2001, he joined a team at Deutsche Bank working to restructure Argentina’s debt. He remained at Deutsche Bank to serve as Chief Economist, Latin America (2002-2003), Senior Advisor, Global Markets (2003-2005), and a consultant to their emerging markets hedge funds relationships. Dr. Dooley joined the faculty at UCSC in 1992 following more than 20 years of service at the Board of Governors of the Federal Reserve System and in the Research Department of the International Monetary Fund.
Dr. Dooley’s research covers a range of issues in open economy macroeconomics, including crises in emerging markets, debt management, capital controls, capital flight and liberalization of financial markets.
| | | | Darren | Goldman | Cabezon Investment Group | Will send another day to update | | | | John | Schrier | CACEIS | John Schrier works in a business development capacity at CACEIS Investor Services, where he leverages his knowledge of fund operations, law, regulation and marketing to help clients develop and grow their business. Mr. Schrier’s career includes over 20 years in private practice at leading law firms and Big 4 accounting firms, as well as in-house experience with Japan’s third-largest asset manager.
Mr. Schrier received a B.A. cum laude from the University of Missouri, a J.D. (with honors) and an M.B.A. from the University of Maryland (at which he taught tax accounting for three semesters), and an LLM (in taxation) from New York University. A regular speaker on asset management operational best practices and regulation, in October, 2009 he was one of only three non-governmental employees selected by the U.S. Securities and Exchange Commission to address 400 examiners on strategies to detect hedge fund fraud.
Mr. Schrier is a member of Help for Children’s Committee of Hearts, a charity dedicated to the prevention and treatment of child abuse.
| | | | Lee | Kramer | Capital Management Analytics, Corp. | | | | | 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. |  | | | RoseAnn | Rotandaro | Cherokee LLC | | | | | Megan | Garufi | Citrin Cooperman & Co LLP | | | | | John | O'Brien | Clarke Capital | John O'Brien, Jr. has served as Chief Executive Officer of Clarke Capital management and has been a member of the Board of Directors at R.J. O’Brien & Associates (RJO) since 2012. He has also been a Managing Partner at WAG Holdings, LLC, a real estate investment group that specializes in multi-family housing, since 2010. John started his career in 2002 at the Chicago Mercantile Exchange (CME) where he joined as a full member to trade his proprietary futures account and to execute orders on behalf of RJO clients. Subsequently, John joined the Chicago Board of Trade as a full member to perform the same duties he had performed at CME. His time on the trading floors in Chicago coincided with his education where he attended DePaul University at night and earned a B.A. in Economics. In 2009, John joined O’Brien International (OIL), a family office located in Skokie, IL. His responsibilities at OIL included monitoring global macro-economic themes, performing due diligence on hedge funds and CTAs and allocating the firm’s capital. | | | | Eugene | Braigen | Cohen Family Foundation | | | | | Matt | Archer | comScore, Inc. | | | | | Gian | Fulgoni | comScore, Inc. | Mr. Fulgoni is Executive Chairman and Co-founder of comScore Inc. (NASDAQ:SCOR), the global leader in measuring the digital world. Founded in 1999, comScore provides data and software services to over 2,000 clients worldwide, encompassing syndicated and custom solutions in online audience measurement, e-commerce, advertising, search, video and mobile. The company also offers an extensive portfolio of services for multi-media copy testing and tracking, digital media planning and analysis, campaign delivery validation, and advertising effectiveness measurement.
In 1991 and again in 2004, Mr. Fulgoni was named Illinois Entrepreneur of the Year, the only person to have twice received that honor. In 1992, Mr. Fulgoni received the Wall Street Transcript Award for outstanding contributions as CEO in enhancing the overall value of IRI to the benefit of its shareholders. In 2008, Mr. Fulgoni was inducted into the Chicago Entrepreneurship Hall of Fame. Also in 2008, Mr. Fulgoni was named Ernst & Young® Entrepreneur of the Year. |  | | | Irena | Simakova | comScore, Inc. | As a Vice President, Investment Research at comScore, Inc., Ms. Simakova manages the team that works closely with investment managers, including hedge funds, top equity research analysts, investment banks and venture capital firms, to help them identify, analyze and understand key trends in the digital marketplace and make sound investment decisions through comprehensive and customizable digital measurement across a variety of industry verticals. |  | | | Greg | Farrington | Constellation Investment Consulting | | | | | Robert | Hendershott | Context BH Partners, LP | Robert Hendershott is the Portfolio Manager for Context BH Partners. He co-founded BH Equity in 1998 to establish a community and regional bank investment strategy. Bob sub-advised to a large multi-strat hedge fund on a $200mm long/short portfolio of community bank stocks for ten years. As Portfolio Manager for Context BH Partners, Bob is responsible for identification, analysis, selection and monitoring of portfolio banks. Bob is also currently an Associate Professor of Finance at Santa Clara University. He received his BS in Electrical Engineering from Stanford University and his PhD in Finance from Ohio State University. | | | | Karen | Batchelder | Context Capital Partners | | | | | Dan | Hart | Cortland Fund Services | | | | | Greg | Myers | Cortland Fund Services | | | | | Brian | Swilling | Credit Suisse | | | | | Joshua | Barrett | Crew Capital | | | | | Michael | Bennett | Crewe Capital | | | | | Dean | Somes | Cross Capital Partners, LP | |  | | | Alex | Smith-Ryland | CS Wilton Group LLC | | | | | Chris | Martin | CU Foundation | | | | | Brian | Hargreaves | Curian Capital / Jackson National | | | | | Kyle | Cooper | Cypress Energy Management, LP | Kyle Cooper is managing director of research at Cypress Energy Capital Management, LP and maintains his role at energy consulting firm IAF Advisors. From April 2010 to August 2011, Mr. Cooper was a managing partner at BTU Capital Management. Prior, he was managing director of research for Velite Capital Management, vice president of energy futures research at Citigroup Global Markets. Mr. Cooper is a graduate of Texas A&M with a B.S. in aerospace engineering and a M.S. in finance. |  | | | Reza | Pishva | Dechert LLP | Reza Pishva represents registered and private investment companies, investment advisers, insurance companies, and fund boards of directors on a variety of corporate, governance, and regulatory matters.
Mr. Pishva advises clients in the development and creation of registered fund products for both institutional and retail investors. He also serves as independent counsel to fund boards of directors.
Additionally, Mr. Pishva has experience structuring and organizing a variety of domestic and offshore hedge funds. He has also assisted Islamic financial institutions with the organization of Shari’a-compliant funds. |  | | | Ken | Rasamny | Dechert LLP | Ken Rasamny is an associate in the firm’s Financial Services Group. He advises clients on the formation, structuring and ongoing management of U.S. and offshore private investment vehicles, including hedge funds, private equity funds and fund-of-funds. He also counsels investment advisers (including advisers to private investment vehicles and separately managed accounts) in various regulatory and compliance matters, including investment adviser registration, compliance policies and procedures, marketing and advertising. |  | | | Courtney | Templeton | Deloitte | | | | | Lynda | Villarreal | Deloitte | | | | | Trip | Kuehne | Double Eagle Capital | Ernest W. Kuehne, III (Trip) is the President and Senior Managing Partner of Double Eagle Capital Management, LP as well as the General Partner of Double Eagle Capital, LLC. From September 2001 until May 2005, Mr. Kuehne worked in Institutional Equity Sales for Legg Mason Wood and Walker. While at Legg Mason, Mr. Kuehne was responsible for helping to open the Dallas office and developing the firm’s hedge fund relationships in New York and Texas. From May 1997 until September 2001, Mr. Kuehne worked as an analyst for the Dallas-based hedge fund White Rock Capital. Mr. Kuehne attended Oklahoma State University where he earned his undergraduate degree in psychology in 1995 and an MBA in 1997. He currently serves on the board of governors of the Oklahoma State University Foundation, the board of directors of the Texas Stampede, and the advisory committee for the Wayman Tisdale Freshman of the Year Award. He also is actively involved with the United States Golf Association. | | | | Jenny | Kellams | DUNN Capital Management, LLC | Jenny Kellams is Vice President, Business Development. She joined DUNN, in this role, in September 2011. Ms. Kellams earned a Bachelor of Business Administration degree in Finance from Pace University in 1999. She began her career in the securities industry in 2000 with A.G. Edwards & Sons, Inc. as a Financial Advisor. She left in 2003 to start her own investment management firm, JK Financial Group, Inc. and was affiliated with the independent broker-dealer LPL Financial, Inc. until she sold her business and joined DUNN in 2011. DUNN Capital Management, founded in 1974 is a Commodity Trading Advisor (CTA) with a long, rich history of experience and performance. DUNN's flagship World Monetary & Agriculture ("WMA") Program has a track record that spans over 28 years and has produced a compounded annual rate of return of 13.68% per annum, after all fees and expenses. All of our programs are quantitative, statistical and 100% systematic. The investment objective of all DUNN trading programs is to extract profits from up or down markets, resulting in a return stream that exhibits very low correlation with traditional asset classes such as stocks, bonds, real estate, or alternative (hedge fund) assets. |  | | | 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.
| | | | Christopher | Buchan | EAM | | | | | 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. |  | | | Troy | Eckard | Eckard Global, LLC | Troy W. Eckard is CEO of Eckard Global LLC. Since 1985, Troy has built a reputation and level of expertise across most of the energy space form seismic acquisitions to exploration to mineral management and midstream. His entire career has been dedicated to working with high net worth entrepreneurs and small business owners who are seeking to deploy their invest-able resources into the energy space. Troy has developed a very unique level of expertise and a strategy for working with self-directed individuals that are in search of investment choices that complement their tax and investment strategies while running their own businesses. His nearly three decades of experiences allows a keen insight in developing and managing private equity investments focused on the energy space. He is 48 years old and has been married for 27 years. He and his wife, Kathryn, have four children between ages 24 down to 11 with all of the family living in the Dallas and Ft. Worth metro-plex. |  | | | Irina | Gershengoren | EisnerAmper LLP | | | | | Keith | Miller | EisnerAmper LLP | | | | | Matei | Odobescu | EisnerAmper LLP | | | | | Jeffrey | Parker | EisnerAmper LLP | | | | | Fuller | O'Connor | EJF Capial LLC | | | | | Lee | Metz | EJF Capital | | | | | Brett | Nelson | EJF Capital, LLC | Mr. Nelson joined EJF at its founding in 2005, and has served in various financial services related portfolio management roles with EJF and its affiliates. He previously served as a Vice President in the Alternative Asset Group at FBR, where he was responsible for managing investments of several private investment vehicles. Mr. Nelson received a BA in Mathematics and ME in Systems Engineering from the University of Virginia, and a MBA from The Wharton School at the University of Pennsylvania. | | | | Cliff | Dank | Elm Talent | Prior to joining as President of Elm Talent in January of 2013, Cliff was a member of the senior management team at Bridgewater Associates, and served as their Recruiting COO. Before that, he was a management consultant for Monitor Group specializing in organizational design. Prior to his MBA, Cliff was an equity trader and worked with Morgan Stanley's financial advisory practice. Cliff holds an MBA from Berkeley and a B.A. from Johns Hopkins. |  | | | Stephen | Robinson | Elm Talent | Steve is a developer, tech entrepreneur and recruiter. For over ten years, he has focused on web application development and has recruited over thirty developers for his and client projects including founding a recruitment firm Elm Talent that works with leading companies in the finance and tech space in New York, London and the Middle East. | | | | Felix | Danciu | Elmcore | |  | | | Kim | Schmidt | Elmcore | | | | | 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. |  | | | Robert | Levin | Emerging Star Capital, LLC | Robert Levin is Managing Director of Emerging Star Capital, LLC which advises family offices, and advises fund of funds in Europe as an Advisor and is launching a fund of L/S equity hedge funds in Luxembourg. He is also a strategist in global macro, emerging markets and technology investments. He was trained at Salomon Brothers and was a top strategist and trader for 2 hedge funds, Tudor and Moore Global and worked for 2 top fund of hedge funds. He worked for his family's firm on Wall Street which was #56 out of the Forbes list of 500 privately held companies.
Robert Levin is an inventor, best-selling author, public speaker and holds one issued US patent.
He is a foreign policy analyst and recognized expert in technology and global emerging markets. He is a member of the World Economic Forum and was an active corporate member of the Council on Foreign Relations. He is the author of the first biography of President Bill Clinton, Bill Clinton: The Inside Story, and Democratic Blueprints: National Leaders Chart America's Future. He was an Adjunct Assistant Professor of Finance at the Columbia Business School teaching global investment strategy and an Adjunct Assistant Professor of Political Economy at Columbia University. He has a MIA from the Fletcher School of Law and Diplomacy and an MBA in Finance from NYU.
|  | | | Andres | Sandate | Endurance Fund Services | Andres Sandate serves as President of Endurance Fund Services, LLC and President of Endurance Series Trust, a Multiple Series Trust organized in November 2012 to provide investment advisers with a fast, turnkey and cost-effective means of launching, managing and growing their own mutual fund.
As President of Endurance Fund Services, Andres oversees the daily operations and business development efforts of the firm. As an independent fund administration company, Endurance Fund Services and Endurance Series Trust are not affiliated with any banking or financial services conglomerate. This independence and the unbundled approach Endurance Fund Services takes to organizing mutual funds on behalf of clients gives an important voice to advisers throughout the life of their fund, cuts out red tape and reduces institutional formality that slows down most series trusts in starting new funds. As a result, Endurance Fund Services is able to offer investment advisers a unique, comprehensive approach to quickly forming, managing and growing their own branded mutual fund without the timing hassles, conflicts of interest and higher fees associated with other series trusts.
Andres maintains active Series 7, 63, 65 and 79 licenses with securities offered through Endurance Securities, a division of Aurora Capital LLC. Andres holds an MBA and BS in Business Administration from the University of Kansas.
|  | | | Pierre | Chao | Enlightenment Capital | | | | | Devin | Talbott | Enlightenment Capital | Devin is a Co-Founder and Managing Partner of Enlightenment Capital. Prior, he was a Vice President with D. E. Shaw's direct capital strategy, where he helped establish the group's Washington, DC area office and built its defense & government vertical. Prior to that, Devin was at TCG Financial Partners, a merchant bank founded by former Defense Secretary William Cohen, focusing on the defense & government sector. Devin began his career in the mergers & acquisitions group at Lazard in New York. | | | | Christian | Stauffer | EuroFin Investments Pte Ltd | "Mr Stauffer is CEO and Founding Partner of EuroFin Asia Group.
Mr Stauffer has more than 25 years experience in trade finance, structured finance, and commodities trading.
Before founding EFA Mr Stauffer was a Director of Noble Trade Finance Limited and Deputy Group Treasurer of Noble Group. Prior to this Mr Stauffer was Managing Director of FINCO Asia, the merchant-banking subsidiary of Andre Group, based in Singapore and Beijing where he was President of the Swiss-Chinese Chamber of Commerce"
| | | | Taylor | Vowles | Evensen Family Office | | | | | Adrian | Fairbourn | Exception Capital | | | | | Barry | Dorfman | Falcone Group | | | | | JOSEPH | BROWN | FENNEMORE CRAIG JONES VARGAS | | | | | 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. |  | | | John | Cornish | Financial Diligence Networks | |  | | | Josh | Jordan | Financial Diligence Networks | |  | | | Andrew | Liebchen | Financial Diligence Networks | Andrew Liebchen is FDN's Lead Designer. Previously, Andrew worked for GroupVisual.io, a data visualization and user interface design consultancy in Cambridge. There, he gained experience working in a fast-paced environment, producing designs and front-end code for a variety of clients and projects from enterprise-scale B2C platforms to app design for startups. Before joining GroupVisual.io, Andrew and his wife Chelsea ran a small graphic and web design firm. Andrew has a graduate degree in architecture from the Rhode Island School of Design (RISD) in Providence RI. |  | | | Jason | Rowe | Financial Diligence Networks | |  | | | Jeff | Suarez | Financial Diligence Networks | |  | | | Erik | Mayo | Fintan Partners | | | | | John | Richards | FirstStep Advisers, Inc. | | | | | 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. |  | | | Dorian | Paidas | Forefront Capital | |  | | | Meghan | Losk | Freestone Capital Management | | | | | Justin | Young | Freestone Capital Management | | | | | Robert | Cormier | G6 Capital Management | Mr. Cormier is a Partner & Director at G6 Capital Management which was founded by Nassib Chamoun in 2012. Mr. Chamoun was the Founder and CEO of Aspect Medical Systems which grew into a $100M business and a global standard of care before Covidien acquired in 2009. Aspect’s product was the Bispectral Index™ (BIS™) which was the first clinically validated direct measure of the effects of anesthetics on the brain. Mr. Chamoun returned to his algorithm research and development work focused on the financial markets, which he started in the in the early 1990’s. While this work remained mostly dormant, it has served as the foundation on which, in 2012 he successfully validated a prototype prediction algorithm. With a group of investors supporting the vision he formed G6 and in 2013 launched their first quantitative long/short hedge fund.
Prior to joining G6, Mr. Cormier held various management positions within the Medical Device Industry with his most recent position at Covidien where he led Commercial Operations for $1.5B business unit. Together the G6 team has built out a high quality infrastructure, technology and established best in class partnerships to support growing G6 into a leading Quantitative Firm.
| | | | Anthony | Lombardi | Gabelli & Partners | | | | | Vincent | Roche | Gabelli & Partners, LLC | | | | | Derek | Pilecki | Gator Capital Management | | | | | Niraj | Gupta | GCI Partners | | | | | Jason | Roney | Gelber Securities | Mr. Roney oversees the Global Macro division of Gelber Securities in Chicago. He is responsible for idea generation, trading, and management of junior traders. He has more than seventeen years of experience trading in global futures across all asset classes. He’s generated superior risk adjusted returns through a unique top down approach to short term macro trading. Prior to Gelber, Jason was Vice President of Sharmac Capital Management. During this time, he was a frequent guest of CNBC’s Squawk Box. He is also featured in a book “The Global Macro Edge” to be published by Wiley and Sons later this year. | | | | Katie | Hurley | Global Custodian | | | | | Mark | Jackson | Global Wealth Analytics | | | | | Frank | Stanley | Global Wealth Analytics, Inc. | | | | | Lewis | Goldman | Goldman Landow Capital, LLC | | | | | Alexandra | Hill | Goldman Landow Capital, LLC | | | | | Leah | Goodwin | Goodwin Financial LLC | | | | | ASHOK | GANGOLLI | GRAMERCY CONSULTING GROUP LLC | Ashok Gangolli is the founder and Principal of Gramercy Consulting Group LLC, an SEC-Registered Investment Advisor domiciled in the Gramercy Park area of New York, NY. GCG currently manages over $52 million of discretionary investment management assets. Mr. Gangolli has over 15 years of experience working in the areas of fixed income and credit markets, equity and commodity derivatives, and hedge fund investing at Salomon Brothers, JP Morgan, UBS, and Citigroup. Mr. Gangolli’s unique experience of working on the origination side, on the research side, and on the asset management side of the capital markets businesses has given him a breadth of capital markets knowledge that he has successfully applied in managing his own personal investment portfolio through extreme investment cycles and he has recently expanded that capability to offer advisory services to clients.
Mr. Gangolli holds an M.B.A. in Finance and Accounting from the University of Chicago and a B.A. in Mathematics from Dartmouth College (Phi Beta Kappa honors, magna cum laude). He also has passed the FINRA Series 7, 3, 63 and 65 registration exams. Gramercy Consulting Group has Minority Owned Business status in both the states of New York and New Jersey. | | | | Jessica | Hipp | GRAMERCY CONSULTING GROUP LLC | Gramercy consulting group .com | | | | Paul | Chai | Grandway Asset Management, Inc. | | | | | James | Chan | Grandway Asset Management, Inc. | | | | | Derek | Huyser | Gravitas | | | | | 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. | | | | Ross | Berman | Green Owl Capital Management | | | | | Jason | Galbraith | Green Owl Capital Management | | | | | Todd | Millman | Guggenheim Investment Advisors, LLC | Mr. Millman is a Managing Director for Guggenheim Partners, is associated with Guggenheim Investor Services, a FINRA registered broker/dealer, and is Head of Business Development for Guggenheim Investment Advisors, an SEC registered investment advisor. In his role, Mr. Millman oversees the Marketing team, Client Development team, and serves as a Product Specialist for Guggenheim Investment Advisors Mr Millman has over 20 years of institutional equity and research experience from working at both investment banking and broker/dealer firms where he focused on alternative investments. Prior to joining Guggenheim Partners in 2011, Mr. Millman was a Managing Director and Investment Committee member for Butler Capital
Investments where he reviewed hedge fund and private equity fund opportunities. Prior to Butler, he worked at JPMorgan and UBS, serving as a Global Account Manager at both firms. Mr. Millman holds B.A. degrees in Political Science and International Relations from the University of Wisconsin - Madison. Mr. Millman met the exam qualifications for the FINRA Series 31 license and holds the FINRA Series 7, 24, 63 and 65 licenses. |  | | | Christopher | Shin | Guggenheim Investment Advisors, LLC | Mr. Shin is a Managing Director for Guggenheim Partners and head of the U.S. Portfolio Management group for Guggenheim Investment Advisors, an SEC registered investment advisor. Mr. Shin is also associated with Guggenheim Investor Services, a FINRA registered broker/dealer. He has over 20 years experience in the financial markets, with specific focus in interest-rate, structured credit, mortgage finance and derivatives products. Prior to joining Guggenheim in 2008, Mr. Shin structured and marketed products to hedge fund clients at Goldman Sachs. Prior to Goldman Sachs, he managed a structured finance portfolio at Sailfish Capital and worked to launch a hedge fund with Spectrum Investment Group. Additionally, he has structured credit derivatives experience from roles at both Wachovia Securities and Bear Stearns and started his career Merrill Lynch Investment Management. Mr. Shin holds a B.A. from the University of Chicago in Economics and an M.S. in Finance from Northwestern University. He holds the FINRA Series 7, 63 and 65 licenses. |  | | | Maria | Miles | Guggenheim Investment Advisory, LLC | | | | | 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.
|  | | | Erik | Carlson | Halkyon Alpha | | | | | Sidney | Hardee | Hardee Brothers | Mr. Hardee is a former Trading Manager at the Bank of NT Butterfield in Bermuda where he led their derivatives trading initiatives. He began his career as a Market Analyst at Salomon Brothers. Later he joined Lehman Brothers in both New York and London. He was also a Vice President at JPMorgan._x000D_
Mr. Hardee holds a B.A. in Economics and Mathematics from Yale University and holds a M.S. in Applied Statistics from Columbia University. | | | | Howard | Freedland | Harper Foster | | | | | Kristina | Labermeier | Hatteras Funds | | | | | Ty | Powers | Hatteras Funds | | | | | Adriana | Kostov | Hedge Fund Association/Red Opal Capital | | | | | Dan | Strachman | HEDGEAnswers LLC | | | | | Gregg | Bernstein | Herhiser Wealth Management Group | | | | | 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. |  | | | Ed | Dickinson | Home Means Nevada | | | | | Anna | Zakowska | Home Means Nevada | | | | | Brad | Ackerman | Hull Capital | | | | | 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. |  | | | Daniel | Chai | Iguana Healthcare Partners | Dr. Chai has over 16 years of investment experience. He was most recently a Portfolio Manager at Citadel Investment Group’s Surveyor Capital, where he managed a healthcare dedicated long short equity fund. Previous to this, Dr. Chai was a Portfolio Manager in the Proprietary Trading Group at UBS Investment Bank and was also a Partner & Portfolio Manager at Merlin Biomed Group. Dr. Chai received his M.D. degree from Columbia University’s College of Physicians & Surgeons and graduated with Distinction from the Honors Program at the University of Michigan. | | | | Natalie | Skaf | Iguana Healthcare Partners | Ms. Skaf is Head of Marketing and Investor Relations. Prior, she completed two two-year stints at Prudential Capital Group in the Mezzanine Fund and in the Corporate and Project Workouts Group. Natalie is an executive board member of the Buoniconti Fund NYC Chapter. She is a graduate of the Boston College Carroll School of Management. | | | | Stephen | Johnson | Illinois Clean Fuels | | | | | William | Schreier | Infrastructure Capital Management | | | | | Brett | Goldstein | Interactive Brokers | |  | | | Deborah | Liston | Interactive Brokers | | | | | Michael | Poisson | Investor Analytics | Michael Poisson is a an Investor and a Partner at Investor Analytics (IA), a Software-as-a-Service (SaaS) Risk Transparency Service for Asset Managers who are involved in both traditional and alternative investments. Prior to joining IA, Mr. Poisson was Managing Director & Vice President at Cogency Software a provider of technology solutions to the hedge fund industry which specialized in accounting for Funds of Hedge Funds. Previously, Mr. Poisson was the Senior Vice President & Managing Director at SunGard Treasury Systems, a supplier of internet and intranet treasury and risk management solutions where he was responsible for sales, professional services and client services for North and South America. Mr. Poisson's responsibilities have included setting and executing global business strategy, creating and managing highly effective sales teams and consistently achieving financial objectives. Mr. Poisson is a graduate from Rensselaer Polytechnic Institute where he received a B.S. in Management and played for the NCAA Division I Champion RPI Engineers. | | | | Ovidio | Diaz Espino | Isthmus Financial | | | | | Aron | Rempel | J E Moody & Company LLC | | | | | Steve | Frambes | JACKSON CAPITAL Group, LLC | | | | | James | Vitalie | James Alpha Management | James S. Vitalie
President
Jim has over 20 years experience successfully building financial services firms. Formerly the Institutional Head of Old Mutual Capital serving on the Executive and Product Committees, Jim was responsible for marketing of mutual funds, separate accounts and hedge fund of funds. Prior, Jim was the President of Curian Capital, an industry leading managed account company. At Curian, Jim created, developed and executed its strategic plan, and served as the Chairman of the Investment Policy Committee. Additionally, Jim was President of Foliofn Institutional, a financial services and technology company. As President of Century Business Services (CBZ) Retirement and Wealth Management Services division Jim developed the strategy, led the acquisition and integration efforts for the division and established their broker dealer and RIA. While at CBZ Jim was also responsible for securing the financing and launching of Allbridge Solutions as well as serving as its President and COO. Prior to CBZ Jim was a partner at The Benefits Group, where he was responsible for the pension and investment services group. Lastly, Jim practiced corporate transactional law at Eckert, Seamans, Cherin & Mellott.
Jim holds a B.A. in Political Science (with distinction) from the University of Pittsburgh and a Juris Doctor from Syracuse University College of Law.
| | | | Greg | Jawski | JCPR | | | | | Brendan | McManus | JCPR | | | | | Ralph | Santoro | JD Clark & Company | Ralph has been with UMB since 1988. He is currently a senior vice president and member of the business development team within UMB Fund Services. Prior to his current position, Ralph was senior vice president managing the institutional custody and fund accounting divisions at UMB Bank, and was responsible for client services and administration. He has performed and held multiple roles and responsibilities in institutional custody and trust operations over his tenure at UMB. Before joining UMB, R | | | | Peter | Keenan | Kottke Associates |
| | | | Joseph | Marren | KStone Partners LLC | | | | | William | Podd | Landmark Multi Family Office | No | | | | Blake | Morrison | Lanx Management, LLC | | | | | William | Funk | Law Office of William M. Funk | | | | | Paul | Magahis | Lazard | | | | | David | Sachs | Lazard | | | | | Steve | Bernat | Lemanik Asset Management | Steve Bernat has joined Lemanik Asset Management, one of the leading third-party Luxembourg-based Management Companies, in April 2012 as a Director in charge of Business Development and Fund Distribution Services.
Steve, who is a Luxembourg national, has more than 15 years of experience in the international investment fund industry. Most recently, he has worked for Citibank within its Securities and Fund Services division, where he has held positions within Operations, Product Management and Business Development. Prior to joining Citi, Steve has been employed by State Street/IFDS, Linedata Services and Pioneer Investments.
Steve is also acting as director on several UCITS and AIF boards for global asset managers. He is an active member of a number of local, European and international fund industry committees and working groups and a regular speaker at industry conferences. |  | | | Philippe | Meloni | Lemanik Asset Management S.A. | | | | | Jason | Ozur | Lido Advisors, Inc. | | | | | Bridget | Kilroy | Lido Consulting, Inc. | | | | | Harlan | Simon | Lily Pond Capital Management | | | | | Diane | Schrader | Lionfish | | | | | Todd | Cochran | Liquid Holdings Inc. | | | | | Bill | Elbery | Liquid Holdings, Inc. | | | | | Mike | Pacitto | Litman Gregory Asset Management | Mike serves as the National Director of Institutional Relationships for the Litman Gregory Masters Funds, including the Litman Gregory Masters Alternative Strategies Fund (MASFX). Prior to joining Litman Gregory Asset Management, Mike was with T. Rowe Price Group for 15 years in several roles, including National Account Manager for institutional and intermediary clients and Executive for defined contribution/defined benefit platforms. Mike is a graduate of the University of Michigan (BA – English and Communication) and earned his MBA at the University of Colorado (Finance). He holds both the CFP(r) and CIMA(r) designations. |  | | | Marc | LoPresti, Esq. | LoPresti Law Group, PC | LoPresti Law Group, PC (LLG) is a leading corporate and securities law firm founded by industry veteran Marc X. LoPresti, Esq., a recognized authority on the alternative space with over 15 years of service to the hedge fund community. LLG provides comprehensive legal solutions to clients around the globe and has as distinguished itself by integrating legal expertise, practical business experience and a unique understanding of the financial markets into its approach to the practice of law. LLG’s attorneys have formed numerous alternative fund management companies, investment advisors, fund vehicles, and complex fund structures, in addition to their many years of experience handing transactional, regulatory and crisis-related matters for clients in the financial industry. LLG understands and anticipates problematic issues and help clients to plan for those contingencies. Specialization in focused practice areas and industry sectors ensures that LLG can offer not only sound legal advice but also practical business solutions appropriate to each client’s specific needs. |  | | | Harry | Temkin | Lumineye, LLC. | | | | | Steve | Saltzstein | LXE Marketing | Mr. Saltzstein is a founding partner of LXE Marketing and Media. LXE Marketing is an agency that is focused on creating branding, marketing and advertising strategies for funds. As the restrictions on general solicitation are lifted; Hedge Funds, Private Equity Funds and VCs have an unprecedented opportunity to increase AUM. LXE’s focus is on helping funds develop advertising and marketing strategies targeted toward: accredited investors, pension funds, SFOs, MFOs, sovereign wealth funds and platforms.
Mr. Saltzstein has worked in the alternative investment industry since 1997 where he served as a portfolio manager of both equity and credit strategies. He also worked at GMR Marketing where he served as Special Projects Manager on accounts such as Phillip Morris and Miller Brewing Company and spent significant time doing marketing in the telecommunications industry for such companies as AT&T, McCaw Cellular and Telecard, Inc. |  | | | Hugh | Lamle | M D Sass Investors Services Inc | Hugh R. Lamle is President of M.D. Sass Investors Services, Inc. He has been a Partner at M. D. Sass since 1974 and heads its fixed income and alternative investment strategies activities.
Among his many professional accomplishments are:
He currently serves as President and founder of M.D. Sass-Macquarie Financial Strategies Management LLC, (FinStrat), which invests in new investment management company startups and buy outs.
From 1995 to 2001, Mr. Lamle was also President, Chief Investment Officer and Chief Executive Officer of Chase & MD Sass Partners, a joint venture between The Chase Manhattan Bank and M.D. Sass Investors Services, Inc. that was formed to manage money market and short-term bond portfolios for Chase’s largest corporate clients. M.D. Sass sold its interest in this $20 billion joint venture to J.P. Morgan Chase after the acquisition of J.P. Morgan by Chase.
Mr. Lamle was formerly Vice Chairman of the Board of Directors of the FINEX (a regulated Commodities Exchange) and was on the Board of Governors at the New York Board of Trade (a regulated Commodities Exchange) until it was acquired in 2007 by the Intercontinental Commodities Exchange (ICE). He is now on the Board of ICE Futures US.
Mr. Lamle was a founder of Real Estate Capital Partners (RECP) in 1989 and served as its Managing General Partner until 2005 when M.D. Sass sold its interest in this $5.5 billion real estate investor and developer to its partners.
He has authored numerous articles for professional publications and is a frequent lecturer at professional conferences and universities.
Mr. Lamle has 43 years of investment experience and has an MBA (Finance and Investments) from Baruch College – City University of New York.
|  | | | Michael | Abitebol | Magna Group | | | | | Joshua | Sason | Magna Group | | | | | Vinay | Boocha | Manamu Solutions LLC | Financial Systems Developer.
We are making your investment process easier. | | | | 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. | | | | Kim | Waldman | Maples Fund Services | Kim has extensive experience in developing customized fund administration, back and middle office outsourcing solutions for hedge funds, funds of funds, mutual funds, closed-end private equity funds and other investment vehicle structures in all strategies and jurisdictions. She previously held business development and managerial roles with UBS, BNY Alternative Investment Services and International Fund Administration (IFA). | | | | Maury | Cartine | Marcum LLP | Maury Cartine is the Partner-In-Charge of the Firm's National Alternative Investment Industry Group Tax department and a member of its International Tax Services Practice group. He specializes in consulting hedge fund and investment advisors with complex tax and regulatory matters. Mr. Cartine advises clients beginning with the start-up phase and continuing throughout the life of a fund. |  | | | David | Price | MARCUM LLP | | | | | 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. |  | | | Michael | Silvia | Marcum LLP | J. Michael Silvia is a Director in the Firm?s Boston office and a member of its National Alternative Investment Industry group. He has more than 17 years of audit and consulting experience working with public and private companies. His industry experience includes hedge funds, fund of funds, private equity funds, broker-dealers, investment advisors and professional services companies. | | | | 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. |  | | | Steven | Burke | Marjac Capital Management, LLC | Steve has been an analyst, then fund manager at Marjac Capital for 7 years. Marjac Capital has opened to outside money for the first time in 2013. | | | | Brian | Williamson | Marjac Capital Management, LLC | Brain is a graduate of Duquesne University Law School and admitted to the Virginia Bar. Brian joined Marjac Capital in 2013. | | | | 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.
|  | | | Mark | Berman | MB Family Advisors, LLC | Mark Berman is the Founder and Managing Partner of MB Family Advisors, LLC and the MB Dislocation Opportunity Fund, L.P.
MB Family Advisors, LLC is a multi-family office investment firm founded in 2008 to manage investment portfolios for ultra-high net worth families across asset class, with a particular focus on alternative investments and investing in inefficient markets.
In January 2009, Mr. Berman also launched the MB Dislocation Opportunity Fund, L.P., a differentiated hedge fund-of-funds invested primarily in arbitrage and niche credit strategies. The Dislocation Fund's mandate is to invest in strategies positioned to benefit from ways the capital markets have changed since the financial crisis of 2008. |  | | | John | Hague | McGladrey | | | | | Jason | Sibley | McGladrey | Jason is the partner-in-charge of the Denver assurance practice and Central Region Financial Services Industry Leader at McGladrey. He provides accounting, assurance and consulting services to publicly and privately held companies, with a focus on financial service entities. These entities include registered investment companies, real estate investment funds, hedge funds, future commodity merchants and broker dealers. Jason is a firm-designated specialist for investment companies and financial institutions. Jason focuses on being a trusted business advisor through building collaborative relationships and helping clients with technical and difficult business issues. | | | | Vincent | Curttright | McGladrey LLP | |  | | | Michael | Weber | McGladrey LLP | | | | | Jeffrey | Yager | McGladrey LLP | Jeff is a partner in the New York office of McGladrey LLP and leader of the office’s Financial Services Assurance Practice. He has over 20 years of experience servicing domestic and offshore hedge funds, private equity groups, family offices and investment advisory firms. Jeff has worked with funds that trade in a variety of different financial instruments including swaps, options and other derivative contracts. His clients range from startups to funds with over $1 billion in net assets.
As an audit partner, Jeff specializes in the investment partnership industry. He works closely with clients on various financial and regulatory compliance matters and has assisted numerous investment partnerships, including many start-up businesses, in structuring agreements and advising them on the accounting and valuation issues that may affect them. He has also worked with funds on projects such as reviewing internal controls and performing agreed-upon procedures.
| | | | Patrick | Horsman | Merion Investment Management LP | | | | | Barry | McCaldin | Metolius Capital, LLC | | | | | Marcel | Melis | MGI | "Marcel Melis (CEO of MGI) is a registered representative with Alternative Asset Investment Management Securities, LLC, a broker-dealer registered with the US Securities and Exchange Commission and the Financial Industry Regulatory Authority (?FINRA?).
MGI distributes 10+ best in class hedge funds at no costs to 1000+ institutional European, Asian and American investors.
Besides that its family office invests in hedge funds and real estate.
MGI is interested to add new funds."
| | | | Rachel | Minard | Minard Capital | Rachel S.L. Minard is the Founder and Chief Executive Officer of Minard Capital, the first outsourced marketing consulting firm providing the strategy, investor introductions and sales process necessary for alternative investment firms to win and retain global institutional mandates. Before building Minard Capital, Rachel built and managed global institutional investment businesses for 20 years, including 14 years building fund of hedge fund firms, notably Cadogan Management and Corbin Capital Partners. Rachel has raised over $10 billion in assets in her career. |  | | | Geoffrey | Stern | Muirfield Capital Management | Geoffrey Stern is the Managing Member of Muirfield Value Partners LP and the President of Muirifeld Capital Management |  | | | John | Navin | Navin Advisors | | | | | Paul | Morrow | NCO Financial Investigative Services | | | | | Charlie | Uchill | NCO FIS | Charlie brought his diverse experience to NCO Financial Investigative Services (FIS) in 2011. In his current role as an institutional investment consultant, he specializes in identifying opportunities for the firm to perform background investigations on hedge fund and private equity fund managers, as well as institutional investors. Moreover, he applies his knowledge of the industry, along with his relentless and competitive mindset, to make clients aware of the importance of making informed business and financial decisions.
Prior to joining NCO FIS, Charlie operated his own hedge fund, serving as the President and CIO of DHC Capital Management for over two years. His specific duties in this role included project management and trading for the innovative hybrid arbitrage market neutral equity
fund. Charlie also previously held the position of senior trader for over ten years at Prime International Equities, where he was responsible for derivative arbitrage trading.
Beyond his background in the financial services arena, Charlie founded Fifth Street Thoroughbreds, a nationwide thoroughbred racing syndicate, holding the title of President from 2004 to 2008. Additionally, he served in the United States Army Rangers from 1995 to
1997 as a platoon leader and staff officer for the elite special operations unit.
Charlie is a graduate of the United States Military Academy at West Point, where he earned a Bachelor of Science degree in political science in 1992. He also graduated from several military
schools, including Ranger, Airborne, Air Assault, Sapper, Mortar Leader Course and Jumpmaster. Charlie holds the Senior Parachutist Badge and Thai Jump Wings. | | | | Matthew | Johnson | NEOS Advisors | | | | | Alberto | Roditi | New River Investments | | | | | George | Dowd | Newedge | Mr. Dowd joined Newedge Group in 2007 and currently manages the Chicago Foreign Exchange Desk. He is also a committee member of the Newedge FX Risk Allocation Program. He has extensive experience trading foreign exchange, fixed income, equity index and commodity markets and creating portfolios of foreign exchange managers. In addition, he has done extensive work in trading system development and volatility adjusted position sizing as applied to both multi-product commodity portfolios and multi-manager investment portfolios.
Prior to joining Newedge, Mr. Dowd joined Spectrum Asset Management in July 2003 to establish the Spectrum Currency Program and to assist in marketing both the Currency and Global Diversified Programs to institutional investors. Mr. Dowd contributed a chapter titled “The Move to Electronic Trading: What to Expect in the Natural- Resources Commodity Markets” for the book "Intelligent Commodity Investing" (Risk Books, 2007). He is a frequent speaker at industry events and appears regularly on CNBC, Bloomberg TV and the Fox Business Network. Prior to 2003, Mr. Dowd was on the institutional foreign exchange desks of JP Morgan Chase and Bank of America. His responsibilities included managing proprietary capital and advising major hedge fund and CTA clients. Prior to 1997, Mr. Dowd's experience includes proprietary trading and trading system development at Credit Suisse and Gelber Management Inc.
Mr. Dowd graduated from the College of the Holy Cross where he received a Bachelor of Arts in Economics and played varsity men’s ice hockey. He attended Skeleton Development Camp at the U.S. Olympic Training Center in Lake Placid, NY and has run both the Boston Marathon and the New York City Marathon.
|  | | | 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. | | | | Nicholas | Leap | Nicas Group, Inc. | | | | | Nicole | Lacues | Nipun Capital LLC | | | | | Janice | Tang | Nipun Capital LLC | | | | | Mark | Donovick | Nirvana Solutions | |  | | | 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. |  | | | Joe | Tagliaferro | NMS Capital Group, LLC | | | | | Kent | Claxton | Northlight Group | | | | | Shahar | Zer | Northlight Group | | | | | Juan | Buendia | NVAM Criteria Investment Partners | | | | | Albert | Van Ness | NVAM Criteria Investment Partners | Since founding NVAM, Mr. Van Ness has compiled more than 11 years of experience managing a hedge fund business and portfolios that combine long-short equity with directional trading strategies involving US equity, commodity, and credit markets. Prior to NVAM, Mr. Van Ness was a portfolio manager at Citibank Investment Management from 1994 to 2000. | | | | Dennis | O'Neill | O'Neill Capital | |  | | | Marc | Lenaers | Ober & Partners | | | | | Stéphane | Ober | Ober & Partners | Stéphane Ober is the founder and managing partner of Ober & Partners.
Stéphane Ober studied both in France and in the United States of America.
He holds an LL.M. (Master of Laws) in international transaction and comparative law from the University of San Francisco, where he was an Ambassadorial Scholar for the Rotary Foundation.
Stéphane Ober is the head of the investment management practice and co-heads the corporate practice.
He advises a large international client base on all investment management related matters. He has a particular focus on private equity, real estate, mezzanine, infrastructure, hedge funds and sharia'a compliant funds.
He also regularly advises on general corporate law.
Stéphane Ober is a member of the Paris Bar and the Luxembourg Bar.
He is fluent in English and French. |  | | | James | Phillips | Oberlin Wealth Partners, LLC | | | | | Richard | Duff | OMT Capital Management, LLC | Richard?s experience includes Senior Vice President at J&W Seligman, Managing Director at JMP Asset Management (now known as Harvest Capital Strategies), and Managing Director with BlackRock, where he was a member of the Equity Operating Committee and AMG Executive Committee. Richard received a BA from the University of California, Berkeley and his JD from the University of San Francisco, School of Law. | | | | Henry | Biner | P/E Investments | | | | | Christin | Luttrell | P/E Investments | | | | | Andrew | Ross | PAAMCO | Andrew is an Associate Director working in Portfolio Management. He is actively involved in the evaluation of investments within corporate and consumer credit with an emphasis on structured opportunities as well as fixed income strategies. Additionally, he is the chairperson of the Portfolio Solutions Group, where his role is to facilitate information flow from portfolio managers to account managers and to assist in the portfolio construction for custom accounts. Prior to attending business school, Andrew worked at IndyMac Bank, which was later merged into OneWest Bank, where his experience included balance sheet credit risk analysis, bulk trading, and whole loan portfolio pricing.
Andrew graduated from Dartmouth College with a BA in Economics and received his MBA with honors from The University of Chicago Booth School of Business with concentrations in Analytic Finance and Economics. He has earned the CFA, FRM, and CAIA designations.
|  | | | Michael | Fox | Park City Capital | Michael J. Fox is the Founder and CEO of Park City Capital, a research intensive investment management firm that he launched in 2008. Prior to founding Park City Capital, Mr. Fox spent eight years in equity research at J.P.Morgan in New York, most recently as Vice President and Senior Business Services Analyst. As J.P.Morgan’s Senior Business Services Analyst, Mr. Fox headed the firm’s Business Services equity research group from 2005 to 2008. From 2000 to 2005 Mr. Fox was a member of J.P.Morgan’s Leisure equity research group, which was consistently recognized by Institutional Investor’s All America Research Team. Mr. Fox received a BBA in Finance from Texas Christian University in 1999. While at TCU, he was selected as an analyst on the William C. Connor Educational Investment Fund, an entirely student-managed endowment fund. |  | | | Brianna | Letzelter | Park City Capital | | | | | Greg | Leograndis | Passport Capital | | | | | Art | Zwickel | Paul Hastings LLP | Arthur Zwickel, a partner in the firm’s Corporate Department, practices in the area of securities, corporate and investment management law. Mr. Zwickel’s practice focuses on structuring and organizing both registered and private investment funds, including mutual funds, closed-end funds, hedge funds, private equity funds, hybrid funds and fund-of-funds. He also counsels investment advisers and broker-dealers on federal and state regulatory issues, including SEC, CFTC, FINRA and NFA rules, and advises them on all aspects of their ongoing operations. Mr. Zwickel frequently assists spinout and startup asset management firms in all facets of their organization, including investment adviser registration, preparing and negotiating agreements among the owners, and seed capital transactions. Mr. Zwickel also advises a variety of institutional investors in connection with their investments into alternative investment funds.
| | | | Raymond | Seakan | Performance Investment Management, Inc. | | | | | Timothy | Gramatovich | Peritus Asset Management | Mr. Gramatovich co-founded Peritus Asset Management, Inc.1 in 1995. As the Chief Investment Officer, Mr. Gramatovich leads the investment committee and is responsible for developing investment strategies, themes, and products. Additionally, he generates investment ideas, analyzes prospective investments, and monitors existing holdings.
Mr. Gramatovich has over 25 years of experience in the investment industry, dating back to the early days of the high yield market. | | | | Rob | Klein | Pershing Prime Services | | | | | Greg | Horn | Persimmon Capital Management | Mr. Horn founded Persimmon Capital Management, LP in December of 1998 to provide investment consulting services to family offices, high net worth families, foundations and endowments. In 1999, Mr. Horn also founded ADVISORport, Inc., which was sold to PFPC Worldwide in 2003 with $40 billion in assets under administration and then fully transitioned into PNC Financial by the end of 2005.
Prior to the formation of Persimmon, Mr. Horn was the President and co-founder of Ashbridge Investment Management, Inc., a multi-family office serving ultra high net worth family groups, foundations and endowments. Beginning in 1992 he developed all facets of the investment consulting firm where assets under supervision grew from $80 million to nearly $1 billion by 1998. Ashbridge was an industry leader in the inclusion of alternative strategies within ultra high net worth and institutional portfolios, which included hedge funds, managed futures, and other alternative investments. Prior to Ashbridge, Mr. Horn was a Vice President of Mellon Bank, heading the Personal and Family division of Mellon Private Capital Management, the ultra high net worth group within Mellon's Trust Department. | | | | Michael | Straubel | Persimmon Capital Management, LP | | | | | Art | Petrie | Petrie Companies | | | | | Russ | Gerson | Phoenix Star Capital | Mr. Gerson is the President of Phoenix Star and is responsible for the Company’s investor relations, recruiting and corporate development efforts. He has 30 years of experience in the financial services industry leading strategic consulting activities, recruiting senior professionals, and advising executive management of major financial institutions. Mr. Gerson led the Transition Planning and Presidential Appointment Group for Senator John McCain in 2008 and was Senior Adviser to Mitt Romney’s Presidential Transition Planning Group. Mr. Gerson currently serves as the non-executive Chairman of Gerson Group Enterprises. | | | | Deborah | Lombardi | Phoenix Star Capital, LLC | | | | | John | Dierkes | PICKWICK CAPITAL PARTNERS | | | | | 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. |  | | | Michael | Marcus | Prelude Capital | Mr. Marcus joined Prelude Capital in 2010. Previously, he was a Vice President and Senior Analyst in Deutsche Bank Asset Management’s ARS Fund of Funds group. Prior thereto, Mr. Marcus was a Portfolio Manager for Pergament Advisors, a New York based multi-family office. While at Pergament, he managed both the fund of hedge funds portfolio as well as the firm’s fixed income separately managed accounts. Mr. Marcus began his career at Bear Stearns.
Mr. Marcus earned his BSBA from the John M. Olin School of Business at Washington University in St. Louis and is a CFA Charterholder. |  | | | Brandon | Small | PrideCo Capital Management, LLC | Brandon Small is responsible for operations and investor relations at PCM. He has experience with some of the most sophisticated investment advisory practices in the United States. Mr. Small has been recognized in the Wall Street Journal for his work on investment research software, has been a guest commentator on financial television programs and frequently appears as a speaker at financial industry conferences.
Mr. Small received his BS in Finance and a BA in Philosophy from the University of Minnesota, is a Certified Public Accountant and holds the Chartered Financial Analyst designation. | | | | Pouya | Yadegar | Prime Opportunities | | | | | Nicole | Hyman | Prime Opportunities Investment Group, LLC | |  | | | Jonathan | Shepard | Pryor Cashman | | | | | Bertrand | Fry | Pryor Cashman LLP | | | | | Jim | Berardo | Pulse Investments | | | | | David | Stech | Purpose Built Investments, LLC | Dave is Founder and CEO of Purpose Built Investments™ (PBI), a boutique real estate private equity firm with a proven track record for attracting two things – private capital and deal flow – and producing one thing: exceptional double-digit results.
On the private capital side, PBI launched 3 real estate investment funds in 2009-2010 and attracted clients ranging from self-directed IRA holders to high net worth individuals in both the U.S and abroad. In the last two years, Dave has spoken at Harvard Business School and has attracted the interest of fund managers envious of PBI’s consistent double-digit returns and investor retention model; 82% of PBI’s clients have invested more than once and 54% have referred others that entrust their money to PBI. | | | | Josh | Stech | Purpose Built Investments, LLC | Josh is Chief Financial Officer at Purpose Built Investments (PBI), a real estate private equity firm. PBI attracts and manages capital from domestic and international clientele and provides complete research & analysis, education, investment and private lending solutions to investors.
At the beginning of 2013 Josh became the youngest member of the Board of Trustees at the prominent Vegas Valley Angels, a group of accredited investors dedicated to providing equity capital to early and mid-stage entrepreneurial companies. In mid-2012 Josh joined the UNLV Professional Network Mentor Program in an effort to help college students preparing for the ever-so-tight job market. Josh was designated Nevada’s Regional Director of SPIRE in late 2011, a Stanford real estate non-profit.
After graduate school, Josh joined PBI and relocated to San Diego as Investment Manager for west coast operations. Prior to that, Josh lived in Palo Alto for 4 ½ years and graduated with honors from Stanford in 2008 with his B.A. in Economics and B.A. in Spanish, and in 2009 with his M.A. in Latin American Studies/Political Economy. Josh wrote his honors thesis on the long-term impact of the sub-prime lending crisis on the Latino community. |  | | | John | Souter | Rail-Splitter Capital Management | John Souter, CPA joined Rail-Splitter Capital in 2004, and is a Senior Partner and healthcare analyst. His 8 years of sell-side experience includes covering the healthcare industry as a Senior Research Analyst at SG Cowen and William Blair & Company. Prior to this he held various sales and finance positions at Baxter International for 8 years. John received an MBA from Northwestern University's Kellogg Graduate School of Management and a BA in Accountancy from the University of Notre Dame. He is a trustee of Cristo Rey St. Martin High School. |  | | | Brad | Lamensdorf | Ranger Equity Bear Fund | no | | | | Katarina | Markovic | RD Legal Group, LLC | | | | | Joshua | Levy | Red Dot Trade Finance LLC | Mr. Levy founded Red Dot which in 2011 began trading a managed account with 50 M of a European retail bank's capital. Prior to founding RDT, LLC, Mr. Levy worked at a Connecticut based private equity firm where he was responsible for monitoring and managing portfolio companies in the real estate, automotive, and energy industries. Previously, Mr. Levy was with Alvarez & Marsal Europe where he focused on advising distressed international companies and managing debt restructurings. In 1996, Mr. Levy founded a consumer goods company in Eastern Europe, which he sold in 2001 to an NYSE listed company. Since 2004 Mr. Levy has served in various positions and on the board of Round Hill Capital LLC (currently 4 B USD in AUM). Mr. Levy holds an MBA from the MIT Sloan School and a degree from Vanderbilt University. | | | | Robert | Gephart | RMS Investment Group, LLC | | | | | Mahsa | Zeinali | Rosen Capital Advisors | | | | | Boris | Krupa | Rotella Acrospire | Boris started in finance in 2006 at Millennium Partners & WorldQuant as a Trading Strategist. He later joined TransMarket Group as a PM of a L/S equity book. In 2010, Boris joined Rotella Capital Mgmt to found & lead the Rotella Acrospire group as PM & is now CIO. He has a B.S. in Computer Science & Philosophy from U of Chicago, a Ph.D from MIT in Brain & Cognitive Sciences studying machine learning & AI, & received the Howard Hughes research fellowship & several graduate teaching awards. | | | | Thomas | Kirkpatrick | Rotella Capital Management - Rotella Acrospire | | | | | Matthew | Anderson | Rothstein Kass | | | | | Daniel | Byrne | Rothstein Kass | | | | | Brandon | Caroprese | Rothstein Kass | | | | | Meredith | Jones | Rothstein Kass | Meredith Jones is a director at Rothstein Kass responsible for generating research and content on the alternative investment industry by and on behalf of the firm. She also provides business advisory services to the firm's clients. Meredith has more than 14 years of experience in the alternative investment industry, with extensive expertise in research, writing, consulting, marketing, business development, due diligence, index construction and asset allocation. | | | | Marc | Wolf | Rothstein Kass | Marc Wolf is a Senior Audit Principal in the Beverly Hills office of Rothstein Kass. Marc’s areas of specialization are focused within the Firm’s Financial Services Group, specifically hedge funds, RICs, commodity pools, real estate, private equity, and other types of investment partnerships, broker-dealers, private foundations and family offices. He is a certified public accountant in California, Colorado, New Jersey, New York and Texas.
His experience includes advising clients on organizational structure, supervision of audits and ongoing consultation with management regarding various operational, transactional and tax matters. He also advises clients on various regulatory issues impacting the industry. Marc regularly lectures on a wide variety of topics at securities industry and family office conferences, such as SALT, MAR, OPAL, IMN, Alternative Asset Summit, Institute for International Research and Family Office Wealth Conference. He has served as a guest lecturer at USC and CSUN as well as for the Estate Planning Committee and Technology User Groups of the Los Angeles Chapter of the California Society of CPAs.
Marc earned a Bachelor of Science degree in accounting from California State University at Northridge. He is a member of numerous CPA state societies, including the California Society of CPAs (CalCPA), and he has served as chairman of the Securities Industry Committee for the Los Angeles Chapter. In addition, Marc is a member of the American Institute of Certified Public Accountants (AICPA), The National Society of Compliance Professionals and The Southern California Compliance Group. |  | | | Vincent | Brunetti | RVM Enterprises Inc. | Vincent Brunetti attended Southern Connecticut University. Prior to starting RVM, Inc. in 1989, he was Director of Sales for Just Law, providing document management and email archive solutions to law firms. Vincent has been a well-known entrepreneur in the litigation support industry for over twenty years. |  | | | 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. |  | | | Sanjay | Manocha | RVM Enterprises Inc. | Sanjay Manocha oversees RVM’s implementation of advanced analytics and predictive coding technologies in discovery practice and document review. Prior to RVM, Sanjay was CEO and Co-founder of N-Tier Discovery, a premier managed review and legal consulting company servicing Am Law 100 law firms and corporate legal departments. Sanjay also practiced as a complex commercial litigation and regulatory associate with a leading regional law firm and as an IT associate with a global investment bank. Sanjay earned dual degrees in computer science and economics from Rutgers University, and his law degree from Seton Hall University School of Law. |  | | | Judy | Mines | RVM Enterprises Inc. | | | | | Chris | Philibbosian | S.A.A.K. Management LLC | | | | | Ron | Geffner | Sadis & Goldberg | Ron S. Geffner is a member of Sadis & Goldberg LLP and oversees the Financial Services Group. He regularly structures, organizes and counsels private investment vehicles, investment advisory organizations, broker-dealers, commodity pool operators and other investment fiduciaries. Mr. Geffner also routinely counsels clients in connection with regulatory investigations and actions. Mr. Geffner's broad background with federal and state securities laws and the rules and regulations of the Financial Industry Regulatory Authority, Commodities Futures Trading Commission and various other regulatory bodies, enables him to provide strategic guidance to a diverse clientele. He provides legal services to several hundred hedge funds and private equity funds organized in the United States and offshore.
Mr. Geffner began his legal career with the United States Securities and Exchange Commission, where he investigated and prosecuted violations of the Federal securities laws. He also assisted federal and state criminal agencies such as the Federal Bureau of Investigation, U.S. Attorney's Office and the Attorney General's Office, in connection with their investigations of possible criminal violations of federal and state securities laws. Prior to joining Sadis & Goldberg, Mr. Geffner was associated with two other New York City based law firms, where he represented domestic and offshore private investment vehicles, as well as broker-dealers, registered investment advisers and registered investment companies. He began his corporate legal career as in-house counsel to the Investment Management Industry Services Group of PricewaterhouseCoopers LLP. He provided legal advice to the Group regarding investment advisers, registered investment companies and broker-dealers.
Mr. Geffner is often interviewed as a legal expert in the securities industry and has been interviewed on television on Fox News, CBS Morning Show, CBS Evening News with Dan Rather, Squawk Box and Power Lunch on CNBC, British Broadcasting Channel, Bloomberg Radio, and is regularly quoted in The New York Times, The Wall Street Journal, Bloomberg News, Barron's, Barron's Online, Reuters, Dow Jones, Financial Times, New York Newsday, London Daily News, TheStreet.com, Private Equity Week and other national and international publications. On April 6, 2005, Mr. Geffner was invited to speak to the U.S. Commodity Futures Trading Commission in Washington D.C. as a panelist on the CPO and Commodity Pool Roundtable in connection with recent developments in the hedge fund industry. In addition, he has published a number of leading industry and legal articles. Mr. Geffner received his J.D. in 1991 from Benjamin N. Cardozo School of Law, and received his B.A. degree in 1988 from Rutgers University. He is a member of the New York and New Jersey Bars.
|  | | | Daniel | Viola | Sadis & Goldberg | Daniel Viola is the Head of the Regulatory Defense and Compliance Group. He structures and organizes broker-dealers and investment advisers and regularly counsels investment professionals in connection with regulatory matters.
|  | | | Kelly | Gass | San Marco Capital | | | | | Michele | Eschert | Sandell Asset Management | | | | | Julia | Lyons | Sandell Asset Management | | | | | Thomas | Sandell | Sandell Asset Management | | | | | Theodore | Kokas | SEI Investment Company | Ted Kokas serves as Managing Director of the Alternative Investments Team for the Investment Management Unit. Prior to joining SEI in 2008, Ted was employed with Attalus Capital, an institutional fund of hedge funds firm. He was previously a Portfolio Manager with Rubicon Fund Management, Managing Director at Millennium Partners, and Chief Portfolio Manager of the Abu Dhabi Investment Authority’s Alternative Investments Proprietary Trading Department. Ted has held senior level positions in research and trading with Campbell and Company and Dunn Capital Management. Ted earned a Bachelor of Science in industrial management from the University of Massachusetts and a Master of Science in finance from Boston College. Ted is also a CFA Charterholder.
| | | | Stephen | Burke | SEMPER Capital | | | | | Gregory | Ellis | Semper Capital | Greg joined Semper Capital Management in 2010 and serves as COO with overall responsibility for firm operations other than portfolio management. Greg serves on the Risk Management and Compliance Committees. Greg previously served as an Executive Director in the Mergers & Acquisitions Advisory Group at J.P. Morgan and as an Analyst at Bracebridge Capital, LLC. Greg began his career in finance over 18 years ago on the mortgage-backed securities desk at Salomon Brothers and subsequently served as a Trader at Merrill Lynch. Greg earned an MBA from the University of Virginia Darden School of Business and a BA from Saint Lawrence University.
|  | | | Tom | Mandel | Semper Capital | Tom co-founded Semper Capital Management in 1992 and was Chief Investment Officer from inception through 2005. He remains a senior member of the investment team as well as having primary responsibility for client interface with respect to our investment strategies. Tom serves on the Risk Management Committee. Prior to founding Semper Capital, Tom served as a Principal and Fixed Income Portfolio Manager at 1838 Investment Advisors. He previously served as a Senior Vice President and Portfolio Manager at Century Institutional Advisors. Tom began his career 28 years ago as a Portfolio Manager and Credit Manager at Chase Investors Management Corp. Tom earned an MBA and a BS from the University of Pennsylvania Wharton School.
|  | | | Gregory | Parsons | Semper Capital | Greg Parsons, Chief Executive Officer
Greg joined Semper Capital Management in 2008 as the Chief Operating Officer and in 2010 became the firm’s Chief Executive Officer. In addition to having overall responsibility for Semper Capital’s activities, Greg serves on the Risk Management and Compliance committees. Prior to joining Semper Capital, Greg served as Founding and Managing Member of CP Capital Partners, LP. He previously served as an Associate Principal at McKinsey & Company in the Financial Services Group. Greg began his career over 19 years ago and served as a Captain and Infantry Officer in the United States Marine Corps. He earned an AB from Princeton University.
|  | | | Henry | Goodman | Shadow Tree Capital Management | | | | | Tashi | Nakanishi | Shinnecock Partners | | | | | Alan | Snyder | Shinnecock Partners | | | | | Enno | von Marcard | Shinnecock Partners | | | | | Gerald | Balboa | Skylar Capital Management LP | Mr. Balboa serves as COO and Head of Compliance for energy focused Skylar Capital Management LP. In his role, he is responsible for business management and strategy, investor relations, capital raising, risk oversight and firm operations. He has 20 years of experience in the energy markets having focused on power and natural gas trading. In addition to several senior trading and portfolio management roles, Gerald has started up and managed large energy trading operations. He was most recently a Managing Director and Co-Head of Power Trading at Societe Generale. Prior to that, he was a co-founder and CIO of gas trading fund BTU Capital. Gerald was previously Chief Commercial Officer for the power business of BP North America Gas and Power. Prior to BP, he built Deutsch Bank’s power trading business and was the senior power trader. He also held trading and management roles at RWE, GDF Suez Energy, and El Paso Energy. Gerald received both his Doctor of Jurisprudence and Finance degrees from the University of Houston. He is a member of the Texas Bar.
|  | | | Ming | Zhou | Smallville Capital | | | | | Mike | McAlister | South Georgia Capital | | | | | Peter | Klisiewicz | South Georgia Capital LLC | | | | | Douglas | Makepeace | Sperry Fund Management LLC | | | | | Garey | Fuqua | Spring Mountain Capital, LP | | | | | Hickson | Chen | SS&C GlobeOp | | | | | Ash | Mirchandani | State of Nevada, Department of Business & Industry, Director's Office | | | | | Daniel | Ling | Straits Ventures Intl | "After twenty years on Wall Street, I retired from wall st 13 yr ago to invest in emerging hedge funds. I have been extremey lucky investing, and seed launch a number of early stage angers that subsequently earn best of class performance returns.
Currently I am interested in quant strategies that is liquid, willing to do sma, strategy agonistic but interested in alpha generation with non correlation to market beta with high sortino ratio."
| | | | Timothy | Lynch | Structured Portfolio Management | | | | | Scott | Goldberg | STRYP Capital Management, LLC | | | | | Jeffrey | Karp | Summit Private Investments, Inc. | Jeff began his career with The Boston Company and was also a research analyst at Sanford C. Bernstein Company. Jeff joined SPI in 1994 to focus on manager research and developing the firm’s fund-of-fund partnerships. Jeff serves as the co-portfolio manager. He also presides over other key areas including manager research and due diligence and client service, and business development. Jeff received his B.A. in Economics from the University of Pennsylvania and his M.B.A. in Finance and Accounting from the University of Chicago Graduate School of Business. Jeff is a Chartered Financial Analyst. | | | | Jason | Gerlach | Sunrise Capital Partners LLC | Jason Gerlach joined Sunrise in 2008 and is the firm’s Managing Partner and CEO. In his role, Gerlach determines and drives Sunrise’s overall business strategy and oversees Sunrise’s day-to-day business operations and activities. Gerlach also serves on Sunrise’s Management Committee. Prior to joining Sunrise, Gerlach was a Sunrise investor, a private businessperson and an attorney with Hale and Dorr LLP (now WilmerHale) in Boston and later Howard Rice Nemerovski Canady Falk & Rabkin (now Arnold & Porter LLP) in San Francisco. Gerlach holds a J.D. cum laude and a M.A. in Public Policy Analysis and Public Administration from the University of Wisconsin (1996) and a B.A. in Government from Cornell University (1993). Gerlach has additionally completed further studies at The Wharton School and Harvard Business School. Gerlach is the President and a member of the Board of Directors of the California Hedge Fund Association. |  | | | Chris | Stanton | Sunrise Capital Partners LLC | Chris Stanton joined Sunrise in 2012 and currently serves as a Partner and Portfolio Manager, as well as well as a member of Sunrise’s Management Committee. Prior to joining Sunrise, Stanton traded extensively in a wide range of global commodity and currency markets as Vice President and Portfolio Manager for Deerhurst Capital Management and as Capital Markets Officer for JP Morgan. In those roles, Stanton managed multi-million dollar portfolios and conducted all market and fundamental risk analysis for those portfolios. In addition, he provided broad finance-related legal and risk management services while working as an attorney with two prestigious global law firms, Quinn, Emannuel, Urquhart & Sullivan LLP and Cravath, Swaine & Moore LLP in New York City. Stanton holds a J.D. cum laude from Northwestern University and a Bachelor of Science in Engineering from Lehigh University. | | | | Hooman | Tavakolian | Tavak Partners | | | | | Kevin | Mallon | TCA Global Master Credit Fund | Kevin Mallon is from TCA Global Fund Management Group, an alternative investment fund financing mostly public SME's and providing boutique investment banking and advisory services. Prior to TCA, Mr. Mallon spent several years in fund marketing for RD Legal Capital, an alternative investment fund specializing in the purchase of legal fees associated with settled litigation. He holds a BA from Columbia University, an MA from Fordham University, and is currently an MBA candidate at NYU Stern. |  | | | Hank | Cohen | The Atlantic Group | | | | | Adam | Joffe | The Boston Company Asset Management, LLC | Adam B. Joffe, CFA, Director of Alternatives and Chief Administrative Officer
Adam is the Director of Alternatives and Chief Administrative Officer for The Boston Company, where he is responsible for alternative products and
has executive management oversight over Operations and Distribution Support.
Before joining The Boston Company in 2012, Adam was Senior Vice President and Chief Financial Officer at First Eagle Investment Management.
Previously, he spent 10 years at Deutsche Bank, where his most recent position was COO of Hedge Funds and Fund of Funds. Other positions he held
at Deutsche Bank include Head of US Business Management, CFO of Hedge Funds and Fund of Funds, Director, MIS and Strategic Planning, Global
Business Controller and BAC Institutional Sales/Legal Entity Controller. Prior to this, he was Controller and Chief Financial Officer of Bolger and
O’Hearn, Inc., a textile chemical manufacturer.
Adam earned a bachelor’s degree in Finance and an M.B.A. in Accounting from Bryant University. He holds the Chartered Financial Analyst designation
and was a CPA in the state of Rhode Island.
| | | | Carl | O'Connell | The Boston Company Asset Management, LLC | | | | | Melanie | Marshak | The Execu|Search Group | Melanie Marshak is an experienced executive recruiter on the Financial Services team at The Execu|Search Group, an industry-leading professional recruitment and temporary staffing firm . Since joining Execu|Search as an Executive Recruiter within the firm’s Financial Services division, Melanie has played an integral role in developing the Compliance/Legal area of specialization where her team concentrates on placing professionals at hedge funds, private equity and asset management firms.
Prior to joining The Execu|Search Group, Melanie spent over 15 years working within the asset management and hedge fund industry as a Chief Administrative Officer in hybrid roles that included both human resources and compliance/legal related responsibilities. As a result, she is uniquely equipped with inside knowledge of the industry and the role as a compliance/legal professional.
| | | | Mark | Guinney | The Presidio Group LLC | Mark Guinney has managed the Investment Team at The Presidio Group since 2001. Overseeing $4bn in client assets his team is responsible for asset allocation, manager selection, and tactical allocations. | | | | David | Welch | TraderSource LLC | TraderSource was formed in 1999 to help investors benefit from alternative investment strategies that can offer more diversity, lower volatility, and higher returns than traditional investments. TraderSource specializes in structuring and managing portfolios that include commodity trading advisors (CTAs) and OTC Foreign Exchange account.
| | | | Michael | Collins | TradeStation Prime Services | |  | | | Zachary | Cooper | Treesdale Partners | Zachary Cooper is the CIO of the Treesdale Rising Rates Strategy. He is a structured products market veteran with over 18 years of experience across a variety of roles and products. Most recently he was the RMBS/ABS trader at The PrinceRidge Group. Prior to that, Mr. Cooper was a Principal at Highland Financial Holdings Group LLC, a hedge fund with peak AUM of over $1.3B, where he was a senior portfolio manager and sat on the investment committee. Mr. Cooper began his career at Deutsche Bank Securities in structuring and analytics, and later managed a $2B proprietary MBS derivatives portfolio. Mr. Cooper received a B.A. in Computer Science from Harvard University and earned the Chartered Financial Analyst designation. | | | | Peter | Nash | Twin Advisors | | | | | Brian | Nash | Twin Advisors LLC | | | | | 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. | | | | Michael | Milmoe | U.S. Bancorp Fund Services, LLC | | | | | Gerald | Barbara | U.S.Bancorp Fund Services | | | | | Ben | Segal | ubs | | | | | Michael | O'Flynn | UFG Asset Management | | | | | Jeff | Boyle | Union Bank | Jeffrey Boyle, Senior Vice President & Manager, Global Trust Services. Jeff has been in the Institutional Trust industry since 1985 and with Union Bank since 1989. In his current position, he oversees all sales and marketing activities for the Global Trust Services Group on an international basis, focusing on: Global Custody (concentrating on mutual funds and the alternative assets segment, insurance companies, government agencies, not-for-profits, and financial institution); Corporate Trust including Escrow Services, Project Finance, Money Portal; and Institutional Sales for Highmark Capital Management. Additionally, Jeff serves on the Global Trust Services Executive Management Team and Highmark’s Executive Management team. |  | | | Bob | Dearth | Union Bank | Bob Dearth, Vice President, Global Trust Services Business Development Officer. Bob has been in the financial services sector since 1994 and with Union Bank twice: since 2008 in the Global Trust Services Group; and, previously from 1995 - 2001 when he held progressive levels of responsibility and developed expertise in securities processing operations. Bob's other professional work experience includes: Citi and The Bank of New York/Mellon. Bob earned his Bachelor’s degree in Business Administration from Bryant University in Smithfield, Rhode Island. |  | | | Kenneth | Kilroy | Unity Investment Partners | Mr. Kilroy co-founded Unity Investment Partners with over twenty-five years of financial industry experience through direct investing for family offices. His experience includes the following:
• CEO at Trailhead Advisors, Inc. (2006 – Present), a firm which provides family office advice to ultra-high net worth families. Additionally, from March 2011 to February 2013, Trailhead was engaged in a consulting arrangement relating to direct investments between families and private middle market businesses (typically with enterprise values between $100 and $800 million) with a targeted investment horizon of 10 to 40 years;
• Head of the family office of investor Marvin Davis and President (after 1999) of Davis Companies (1982-2006), his principal holding company; and
• Director of Taxes at Occidental Petroleum, a public company of over 10,000 employees in the Oil & Energy Industry where he directed the state and federal income tax function for the $14 billion occidental petroleum corporation.
In 1972, Mr. Kilroy earned his undergraduate degree in Accounting from the University of Akron and in 1975 earned his Juris Doctor in Law at the University of Akron School of Law. In addition, he is a member of the American Bar Association.
| | | | Jeet | Vijay | UT Horizon Fund | |  | | | Eric | Tucker | ValuleWorks LLC | |  | | | Stephen | Scott | Van Eck Global | | | | | Gordon | Clemons | Verity Ventures | Gordon Clemons is the Managing Member of Verity Ventures, a consulting company formed for the purpose of managing family office investments. With a focus on technology and healthcare companies, Gordon makes investments in both early stage companies, as well as growth-oriented funds. |  | | | Roy | Cornett | Vintage Wine Estates | | | | | Adam | Decker | Vintage Wine Estates | | | | | Vuk | Dukic | Vuticega Inc. | | | | | 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.
|  | | | Sohail | Khalid | Weeden Prime | | | | | Anees | Din | WeiserMazars LLP | | | | | Eric | Pagel | Wells Fargo | | | | | Brian | Schaeffer | World Trade Financial Group | Brian Schaeffer serves as World Trade Financial Group’s Co-founder and Chief Strategy Officer. Schaeffer spent over a decade of his career as a top specialist on the New York Stock Exchange after attending the University of Rhode Island on an academic scholarship. Schaeffer reached head specialist, managing trading activities in the top equities in the U.S. market, including Disney, Hewlett Packard, and Pfizer. After ten successful years, he was named Chief Executive Officer of Van Der Moolen Capital Markets, one of the largest listed global trading and technology companies. Schaeffer also served under John Thain as a public relations representative at the NYSE. During his tenure, he supervised the visits of many of the most prestigious guests to visit the NYSE: President George W. Bush, various Disney executives, ambassadors and dignitaries from around the world. Schaeffer is also on the board of the 'nPlay foundation, organized to fight childhood obesity. |  | | | Joshua | Landes | Wynnefield Capital Management, LLC | | | | | Ali | Stewart | Wynnwood Advisors | | | | | Musa | Yenni | Yenni Income Opportunities Fund | Founder of Yenni Capital, an investment firm. Prior to that, Musa was on Wall Street with Goldman Sachs, Oppenheimer and Cowen. Before that, he worked at IBM and Intel. He is a Michigan engineer and Harvard MBA. Musa has recently launched Yenni Income Opportunities Fund I and its Cayman Feeder Fund. These private equity funds invest control positions in profitable and growing small US companies and have very high annual yield and IRR objectives with limited downside risk. | | | | Rob | Anfuso | Zanjero Partners | | | |
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