| First Name |
Last Name |
Company |
Bio |
Personal Profile Picture |
Summit Speaker |
| Alex | Suh | | | | Summit Speaker | | 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. | Download File | Summit Speaker | | 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. | Download File | Summit Speaker | | 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 | Download File | Summit Speaker | | 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. | | Summit Speaker | | 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. | Download File | Summit Speaker | | 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.
| Download File | Summit Speaker | | 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. | Download File | Summit Speaker | | 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. | Download File | Summit Speaker | | Ari | Glass | Boothbay Management / Ignition Partners | | | Summit Speaker | | 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. | Download File | Summit Speaker | | 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.
| | Summit Speaker | | 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.
| | Summit Speaker | | 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. | Download File | Summit Speaker | | 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. | Download File | Summit Speaker | | 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. | Download File | Summit Speaker | | 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. | Download File | Summit Speaker | | 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. | Download File | Summit Speaker | | 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.
| Download File | Summit Speaker | | John | Casano | Financial Diligence Networks | John Casano is a co-founder and Managing Member of Financial Diligence Networks LLC. John has been allocating to hedge funds since 2001. From 2010 to 2012, he was employed as a Senior Hedge Fund Research Consultant at NEPC, LLC, involved in the firm’s hedge fund research and due diligence activities. John also provided consulting services for allocations to non-traditional asset classes made by various public, corporate, Taft-Hartley, and endowment/foundation clients. Prior to joining NEPC, John was employed at Cambridge Associates, and he has also held hedge fund research and risk management related functions at several funds of hedge funds in New York City. John received his B.S. in Finance from Villanova University in 2001, and the CAIA accreditation in 2002. He is married, has four young daughters, and lives in Connecticut. | Download File | Summit Speaker | | Erik | Mayo | Fintan Partners | | | Summit Speaker | | Sam | Michelson | Five Blocks | Sam Michelson is CEO of Five Blocks a technology and services company specializing in Online Search Branding and Digital Reputation Management.
After receiving his BA in Psychology and his Masters in Management, Sam served as an organizational psychologist in the Israel Defense Forces. For 10 years, Sam served in various product management roles at internet start-up companies, before developing his own website to sell VOIP products in 2003. That first site, http://www.YouNeverCall.com, later morphed into an online cell phone superstore; at its height, it processed over $7M/year in cell phone and accessory sales.
By 2004, the company had started extensive lead generation work for a leading mesothelioma law firm in Houston, managing several million US$ in online ad spending and SEO annually. From there, the company expanded into luxury condos sales, leading the internet marketing for The W Hotels Las Vegas Hotel. Today, Sam manages the company’s vision and growth; he works directly with many of our partners to grow the company, while overseeing the development of our technology. | Download File | Summit Speaker | | Vincent | Roche | Gabelli & Partners, LLC | | | Summit Speaker | | 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. | | Summit Speaker | | Ross | Berman | Green Owl Capital Management | | | Summit Speaker | | 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. | Download File | Summit Speaker | | Gregg | Bernstein | Herhiser Wealth Management Group | | | Summit Speaker | | 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. | | Summit Speaker | | Brett | Goldstein | Interactive Brokers | | Download File | Summit Speaker | | 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.
| | Summit Speaker | | Joseph | Marren | KStone Partners LLC | | | Summit Speaker | | 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. | Download File | Summit Speaker | | Jason | Ozur | Lido Advisors, Inc. | | | Summit Speaker | | Harlan | Simon | Lily Pond Capital Management | | | Summit Speaker | | Robert | O'Boyle | Liquid Holdings Group | As Executive Vice President of Sales and Marketing for Liquid Holdings Group I lead the initiatives to drive market adoption and awareness of Liquid's new approach to providing hedge funds with the best way to de-risk their business, enhance decision making, improve transparency and ultimately put more money into their investors pockets. Our innovative approach, leverages a fully integrated Saas delivered trading and risk solution combined with execution services, capital and access to investors. We are putting the needs of the emerging hedge fund first and ensuring they have the ability to optimize their investment strategies without being encumbered by high costs and generic services. While Liquid's model is new the technology has been used for over 6 years by many multi- asset class portfolio managers and traders and our 70+ client base is growing . Our mission is to make hedge fund managers more successful. I brings over twenty years of business development and marketing leadership experience in the financial services industry. From 2002 until joining Liquid Holdings, I held several senior roles at Advent Software, Inc., including Vice President of Solutions Marketing, Business Development and Sales for Advent’s Asset Management Group. | | Summit Speaker | | 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. | Download File | Summit Speaker | | 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. | Download File | Summit Speaker | | 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.
| Download File | Summit Speaker | | Jason | Brandt | Maples Fund Services | Jason is the Regional Head of Fund Services for the Americas for Maples Fund Services. He has more than 18 years of experience in the financial services sector with 14 years specifically in the hedge fund and private equity industry. Previously he worked for Deutsche Bank Alternative Fund Services in London and was responsible for EMEA and Asia. Prior to that, Jason served as Managing Director and COO of Hedgeworks, which was acquired by Deutsche Bank in 2008. Jason’s early career history included positions as Assistant Vice President of Global Portfolio Administration for Capital Guardian Trust Company, and Accountant roles at both Ernst & Young and Coopers & Lybrand. | | Summit Speaker | | 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. | Download File | Summit Speaker | | Paul | Marino | Marino Partners LLP | Paul J. Marino’s practice focuses on the transactional and corporate areas of law and he advises a diverse group of clients on a wide array of matters including structuring of pooled investments, negotiating and drafting commercial and private lending arrangements, creating structured finance products, effecting mergers and acquisitions and private placements, navigating investment management compliance and assisting with corporate governance.
Mr. Marino is the Executive Board Member and President of The Alliance of Alternative Asset Professionals (www.taaaps.org).
He is a graduate of Brooklyn Law School, Phi Delta Phi National Legal Honor Society. | Download File | Summit Speaker | | 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. | Download File | Summit Speaker | | 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. | Download File | Summit Speaker | | 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. | | Summit Speaker | | Matthew | Johnson | NEOS Advisors | | | Summit Speaker | | 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.
| Download File | Summit Speaker | | 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. | Download File | Summit Speaker | | James | Phillips | Oberlin Wealth Partners, LLC | | | Summit Speaker | | Alper | Ince | PAAMCO | Alper Ince, CFA is a Managing Director and a Partner of the firm, and is the Sector Specialist responsible for the management of the long/short and event driven equity hedge funds. As a member of the Investment Oversight Committee, he is involved in all stages of the investment process. In addition, Alper is responsible for managing relationships with certain institutional investors. Prior to joining PAAMCO, Alper was an Associate Director at BARRA RogersCasey, a major pension-consulting firm, where he led the firm’s hedge fund investment and manager research efforts. | Download File | Summit Speaker | | 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. | Download File | Summit Speaker | | 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.
| | Summit Speaker | | 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. | | Summit Speaker | | 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. | | Summit Speaker | | Ian | Asvakovith | Piedmont Fund Services | Ian is the Co-Founder and CEO of Piedmont Fund Services, Inc., a full service administrator for hedge funds and private equity headquartered in Washington DC Metro area with offices in New York and Asia Pacific. At Piedmont, Ian advises his clients from pre-launch to various stages of their business lifecycle. He is also responsible for the strategic direction and management of the firm. Ian is a frequent speaker at hedge fund industry conferences and investor roundtables.
Prior to founding Piedmont, Ian was with the global asset management practice at Ernst & Young, in New York, where he oversaw the audits of hedge funds, private equity funds, fund of funds, broker-dealers, and mutual funds clients with AUM ranging from $100 million to $200 billion. In addition, Ian had served on various consulting projects including internal control reviews, forensic accounting, and internal audit outsourcing.
Ian holds a B.A. in Business Economics with Accounting Emphasis from University of California Santa Barbara. He is a licensed certified public accountant and also a member of the CFA Society of Washington DC. In addition, Ian is a board member of Asian American Chamber of Commerce and is actively involved with various charitable organizations in the Washington DC Metro area. | Download File | Summit Speaker | | 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. | Download File | Summit Speaker | | Bertrand | Fry | Pryor Cashman LLP | | | Summit Speaker | | 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. | Download File | Summit Speaker | | 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. | | Summit Speaker | | Daniel | Byrne | Rothstein Kass | | | Summit Speaker | | Brandon | Caroprese | Rothstein Kass | | | Summit Speaker | | 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. | | Summit Speaker | | 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. | Download File | Summit Speaker | | 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. | Download File | Summit Speaker | | 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.
| Download File | Summit Speaker | | 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.
| Download File | Summit Speaker | | Thomas | Sandell | Sandell Asset Management | | | Summit Speaker | | 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.
| | Summit Speaker | | 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.
| Download File | Summit Speaker | | Alan | Snyder | Shinnecock Partners | | | Summit Speaker | | 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.
| Download File | Summit Speaker | | 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."
| | Summit Speaker | | 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. | | Summit Speaker | | 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. | | Summit Speaker | | 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. | | Summit Speaker | | 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. | | Summit Speaker | | 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.
| | Summit Speaker | | 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. | Download File | Summit Speaker |
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