SPEAKING OPPORTUNITIES



For more information on speaking opportunities at PartnerConnect 2013 contact Mark Cecil:
Tel: +1-617-856-1871 | Email: mark.cecil@thomsonreuters.com

The Speakers

 A    B    C    D    E    F    G    H    I    J    K    L    M    N    O    P    Q    R    S    T    U    V    W    X    Y    Z   --  ALL  

Brian Abrams   |  Brian Abrams   |  William A. Ackman   |  Tony Acquadro   |  Anselm Adams   |  Stephen Adler   |  Neeraj Agrawal   |  Christian Albert   |  Norman Alpert   |  Eric Alt   |  Jason Andris   |  David Andryc   |  Thomas Angell   |  Lawrence Aragon   |  Anthony J. Archer   |  Maggie Arvedlund   |  Bill Aulet   |  Alex Bangash   |  Rodrigo Barfield   |  Quint Barker   |  Steven Barnes   |  Katherine Barr   |  Peter Barris   |  Marshall Bartlett   |  Jake Barton   |  Arthur A. Bavelas   |  Scott Becker   |  Andrew Beer   |  Luisa Beltran   |  Ted Beneski   |  Andrew Bentley   |  Steve Bills   |  Adam Blumenthal   |  Greg Bohlen   |  Marc Bonavitcola   |  Mark Boslet   |  Matt Botein   |  Thomas Bradley   |  Laure Brasch   |  Marc Brown   |  Delaney Brown   |  John Buser   |  John Buser   |  Kevin Campbell   |  Sharmila Chatterjee Kassam   |  Joseph B Childrey   |  Francis Chimenti, CFP®   |  Micheal Choe   |  Homyar Choksi   |  Narayan Chowdhury   |  Dan Ciporin   |  Chris Clair   |  Chris Clair   |  Brian Clark   |  Beezer Clarkson   |  Timothy Clifford   |  Stefan Clulow   |  Andrew Colosimo   |  Steve Cook   |  Lorraine Corlet   |  Lee Counselman   |  Court Coursey   |  Steve Cowan   |  John Crocker   |  Andrew Dakos   |  John Daly   |  Daniel L. Daniels   |  Martin Day   |  Martin Day   |  Anne Dinneen   |  Robert Discolo   |  Gary S. Domoracki   |  Joseph Drohan   |  Clay Drury   |  Michael Duran   |  Alex Earls   |  Jamie Ebersole   |  David Ethridge   |  Jeff Fagnan   |  Kirk Falconer   |  Rod Favaron   |  Daniel Feder   |  Anne-Marie Fink   |  Anne-Marie Fink   |  Eric T. Fitzgerald   |  Michael Fitzgerald   |  Benoit Flammang   |  Michael Flood   |  John Fox   |  David Frankel   |  Diana Frazier   |  Marc Friedberg   |  Bruce Frumerman   |  Danielle Fugazy   |  John Furrier   |  Brian Gallagher   |  Diane Garnick   |  Steve Gelsi   |  Lorraine George-Harik   |  Joanna Glasner   |  Joanna Glasner   |  Jeffrey Goldfarb   |  Alastair Goldfisher   |  Kenneth Goodreau   |  Maurice Gordon   |  Charles Grace   |  Christopher T. Graham, Esq.   |  Michael Greeley   |  Logan Greenspan   |  Jason Gull   |  Sanjay Gupta   |  Jason Gurandiano   |  Katie Hall   |  Gordon Hargraves   |  Trey Hart   |  John Harthorne   |  Pamela Hendrickson   |  Marek Herchel   |  John Hill   |  Neal Hill   |  Eric Hippeau   |  Tom Hobbis   |  Holly Holtz   |  Lee Hower   |  Jason Huemer   |  Glenn Hutchins   |  Tim Jackson   |  Amish Jani   |  Brett Jefferson   |  Jay Jester   |  Matt Jones   |  Meredith Jones   |  Ron Kahn   |  Christian Kallen   |  Gary Kaminsky   |  Zachary Karabell   |  Dimitris Kavalekas   |  Peter Kehrli   |  Ralph Keitel   |  Kevin Kelcourse   |  Michael Kelly   |  John Kenney   |  Roman Khlupin   |  Michael Kim   |  Jean-Claude Knebeler   |  Ted Koenig   |  John Kolz   |  Serguei Kouzmine   |  Charles Krusen   |  Alan S. Kufeld   |  David Kulakofsky   |  Suraj Kumar Rajwani   |  Scott Kupor   |  Peter Lacaillade   |  Janna Laudato   |  Ken Lehman   |  David T. Leibell   |  Josh Lerner   |  Ryan Levitt   |  Kurt Locher   |  Cari B. Lodge   |  Tom Lynch   |  Jon Madorsky   |  Frank Maeba   |   Cheryl Maliwanag   |  Cheryl Maliwanag   |  Tim Maloney   |  Lynn Marcrum   |  Adam Marcus   |  Scott Marden   |  Jonathan Marino   |  Jonathan Marino   |  Neha Markle   |  John Marron   |  Reynold Martin   |  Kristina Matthews   |  Marina Mavrakis   |  Scott Maxwell   |  Dave McClure   |  William McEnroe   |  Mike McGill   |  Thomas McGlade   |  Cliff Meijer   |  James Meisner   |  Jane Mendillo   |  Jim Millstein   |  Rachel Minard   |  Craig Mitchell   |  Ralph Money   |  Matthew Moniot   |  Howard Morgan   |  Howard Morgan   |  Michael Moy   |  Michael Moy   |  Terry Mullen   |  Dr. Olaf Neubert   |  Dr. Olaf Neubert   |  Dan Niles   |  Ricky B. Novak   |  Matt Oguz   |  Max Osborne   |  Amanda Outerbridge   |  Georganne Perkins   |  Joe Peta   |  Peter Pham   |  Shervin Pishevar   |  Michael Poisson   |  Jason Pontin   |  Darsh Preet Singh   |  Kee Rabb   |  Robert Radway   |  Vikrant Raina   |  Bo Ramsey   |  Mahendra Ramsinghani   |  Bradley Rathe   |  John Regan   |  James Roche   |  Karen Rode   |  Mark Rodger   |  Robin Rodriguez   |  Eric Rosenfeld   |  Gregory Roth   |  Greg Roumeliotis   |  Elliot Royce   |  David Rubenstein   |  Bijan Sabet   |  Robert Sanborn   |  Thomas Sandell   |  Andrew Sandler   |  David Schamis   |  Federico Schiffrin   |  George Schultze   |  Ian Schwartz   |  Richard Seewald   |  Don Seymour   |  Sanjiv Shah   |  Kunal Shah   |  Sunil Sharma   |  Pratik Sharma   |  J Sider   |  Donna Smolens   |  Josh Sobeck   |  Adam Sokoloff   |  Jeffrey Somers   |  Irwin Speizer   |  Irwin Speizer   |  Adam Spence   |  Kenny Springfield   |  Craig Staub   |  Mark Suster   |  David Tawil   |  Charles Tedeschi   |  Michael Tharp   |  Jordan Thomas   |  Ted Thorp   |  David Toll   |  Scott Turco   |  David Turner   |  James S. Tybur   |  Ravi Ugale   |  Andy Unanue   |  Troy Unell   |  Eric Upin   |  Ivan Vercoutere   |  Don Vollum   |  Christopher Walker   |  Inna White   |  Mark Whitsitt   |  Michael Wilkerson   |  Kelly M. Williams   |  Jonathan Wilson   |  David Wilton   |  Robert Wolf   |  Willie Woods   |  Bethany Woods   |  William Woolverton   |  Ron Wooten   |  Matthew Wright   |  Chris Yang   |  David York   |  Shari Young   |  Carl Youngman   |  Mark W. Yusko   |  Daniel Zwirn   |  Michael van Biema   |  Georges van Hoegaerden   |  Egon von Greyerz

Brian Abrams, Alternative Investments, Alcatel-Lucent Investment Management Corporation
Venture Alpha East Speaker

Brian S. Abrams is the Director of Alternative Investments for the Alcatel-Lucent’s Pension Fund where he is responsible for developing and implementing the investment strategies for the fund’s global private equity and real estate portfolios. Prior to joining Alcatel-Lucent, Mr. Abrams was the Director of Alternative Investments for FINRA’s Investments Office where he oversaw the global private equity, real estate and hedge fund portfolios. Before FINRA, Mr. Abrams was a Manager for the Howard Hughes Medical Institute where he helped manage the private equity and real estate portfolios. Prior to joining Howard Hughes Medical Institute, Mr. Abrams was the Real Estate Portfolio Manager where he oversaw the real estate program for the DuPont Pension Fund.

Mr. Abrams holds a CFA, has an M.B.A. in Finance from George Washington University and a B.S. from Syracuse University. Mr. Abrams has been a member of the Board of Editors of the Institutional Real Estate Letter, the Urban Land Institute, NAREIT, and Association of Investment Management Research.

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Brian Abrams, Director, Alternative Investments, Alcatel-Lucent Investment Management Corporation
AIMS Speaker

Brian S. Abrams is the Director of Alternative Investments for the Alcatel-Lucent’s Pension Fund where he is responsible for developing and implementing the investment strategies for the fund’s global private equity and real estate portfolios. Prior to joining Alcatel-Lucent, Mr. Abrams was the Director of Alternative Investments for FINRA’s Investments Office where he oversaw the global private equity, real estate and hedge fund portfolios. Before FINRA, Mr. Abrams was a Manager for the Howard Hughes Medical Institute where he helped manage the private equity and real estate portfolios. Prior to joining Howard Hughes Medical Institute, Mr. Abrams was the Real Estate Portfolio Manager where he oversaw the real estate program for the DuPont Pension Fund.

Mr. Abrams holds a CFA, has an M.B.A. in Finance from George Washington University and a B.S. from Syracuse University. Mr. Abrams has been a member of the Board of Editors of the Institutional Real Estate Letter, the Urban Land Institute, NAREIT, and Association of Investment Management Research.

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William A. Ackman, CEO, Pershing Square Capital Management
PartnerConnect East Speaker

William Ackman is the CEO and Portfolio Manager of Pershing Square Capital Management, L.P., an SEC registered investment adviser founded in 2003. Pershing Square is a concentrated research-intensive fundamental value investor in long and occasionally short investments in the public markets, typically focusing on large-cap and mid-cap companies.

Prior to forming Pershing Square, Mr. Ackman co-founded Gotham Partners Management Co., LLC, an investment adviser that managed public and private equity hedge fund portfolios. Prior to Gotham Partners, Mr. Ackman began his career in real estate investment banking at Ackman Brothers & Singer, Inc. Mr. Ackman received an MBA from the Harvard Business School and a Bachelor of Arts magna cum laude from Harvard College.

Mr. Ackman’s board memberships include Chairman of The Howard Hughes Corporation (NYSE: HHC), J.C. Penney (NYSE: JCP), Canadian Pacific Railway Limited (NYSE: CP), the Board of Dean’s Advisors of the Harvard Business School, anda number of not-for-profit boards including the Pershing Square Foundation, a charitablefoundation that he founded in 2007.

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Tony Acquadro, Vice President Institutional Markets, BTS Asset Management
HedgeWorld East Speaker

Tony C. Acquadro is Vice President of Institutional Markets for BTS Asset Management and a member of the BTS Investment Committee. He joined BTS in December, 2010 as Head of Institutional sales. Before that Mr. Acquadro served as Managing Director for MFIP, Inc. a Family Office and CTA in Ardmore, PA. Prior roles include CEO of DaVinci Global Advisors, LLC and DaVinci Investment Advisors, a quant-based systematic hedge fund. From 1998 to 2003, Mr. Acquadro served as National Vice President for ProFunds. Mr. Acquadro began his career with Morgan Stanley in 1993 in Washington, DC. Mr. Acquadro is also a Director at The Hedge Fund Association, a member of The Market Technicians Association, The Managed Funds Association and The CT Hedge Fund Association.

Mr. Acquadro graduated from The Pamplin College of Business at Virginia Tech and holds a Bachelor of Science in Finance and a Bachelor of Science in Marketing Management.

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Anselm Adams, Director - Private Equity Senior Portfolio Manager, PECA Limited
AIMS Speaker

Anselm Adams is Director and Private Equity Senior Portfolio Manager at PECA Limited (member of the Institutional Limited Partners Association, British Venture Capital Association and Private Equity Investors Association) part of a European Single Family Office, which invests in private equity assets (FoF, funds and direct co-investments) in Europe, North America, Latin America and Asia.

Mr. Adams is member of the Investment Committee of Reig Patrimonia (Single Family Office) and also Board or Advisory Board member of some of PECA’s funds and direct investments.

Mr. Adams has over 19 years experience in private equity and venture capital investing and investment banking having worked at Schroders, Merrill Lynch and Goldman Sachs. He has a B.S. in Electrical Engineering from SUNY at Stony Brook; and as a Fulbright Scholar, a M.S. in Electrical Engineering and a M.S. in Biomedical Engineering from the University of Pennsylvania. In addition, he has studied an AMP/PADE at IESE and also, has participated in programs at the Harvard Business School, University of Chicago/Booth School of Business, EVCA and ILPA Institutes. He has passed the Series 3, 7, 63 and SFA exams.

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Stephen Adler, Editor-in-Chief, Reuters
PartnerConnect East Speaker

Stephen J. Adler is Editor-in-Chief of Reuters News and Executive Vice President News of Thomson Reuters, where he directs the editorial operations and news strategy for the company.

The largest news agency in the world, Reuters News employs over 2,900 full time journalists on the ground in 200 bureaus around the world. Mr. Adler’s team delivers the news, photographs, video, insight and commentary that power the world’s markets and media, reaching over one billion people a day.

Mr. Adler joined Thomson Reuters in January 2010 as Senior Vice President and Editorial Director of the company’s Professional Division. In that role, Mr. Adler built and directed news operations to deliver original journalism and relevant Reuters content to the millions of subscribers who rely on the company’s Legal, Tax & Accounting, and Healthcare & Science businesses for information products and services. He was named Editor-in-Chief, Reuters News and Executive Vice President News, Thomson Reuters in 2011.

Before joining Thomson Reuters, Mr. Adler was Editor-in-Chief of BusinessWeek, where, during his five-year tenure, the magazine and its website won more than 100 major journalism awards. Earlier, he spent sixteen years at The Wall Street Journal. As Investigative Editor there, Adler managed reporting teams that won three Pulitzer Prizes between 1995 and 1999. As Deputy Managing Editor, he oversaw the award-winning Wall Street Journal Online, created The Wall Street Journal Books imprint, and co-taught the ethics and standards course required of all news employees. Previously he was Editor of The American Lawyer. He began his career as a reporter at local newspapers in Florida.

A graduate of Harvard College and the Harvard Law School, Mr. Adler is author of the book The Jury: Trial and Error in the American Courtroom, which won the Silver Gavel Award from the American Bar Association. With his wife, the novelist Lisa Grunwald, he was co-editor of the best-selling Letters of the Century: America 1900—1999 and Women’s Letters: America from the Revolutionary War to the Present. They are currently working on a third anthology, about marriage through the centuries. Adler serves on the boards of the Thomson Reuters Foundation and the Columbia Journalism Review. He lives in New York City with his wife and two children.

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Neeraj Agrawal, General Partner, Battery Ventures
Venture Alpha East Speaker

Neeraj Agrawal is a venture capital investor in enterprise software/SaaS, technology-enabled services and Internet companies. He was a founding investor in BladeLogic and has also invested in Applimation, Bazaarvoice (NASDAQ: BV), Brightree, Consona, Glassdoor, Guidewire Software (NASDAQ: GWRE), Internet Brands, LifeMed Media, Marketo, Mass Relevance, Omniture, RealPage (NASDAQ: RP), Sprinklr, Tealium, VSS Monitoring, and Wayfair. Neeraj is a Charter Member of TiE, an active advisor to local entrepreneurs, and was named to the Forbes Midas List, which ranks the top 100 venture capitalists around the world.

Prior to Battery, Mr. Agrawal worked as a product manager at Real Networks, an operating executive at SkyTV, and a management consultant with Booz-Allen. He holds an Engineering degree in Computer Science from Cornell University and an MBA from Harvard Business School.

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Christian Albert, Managing Partner, Bowside Capital
Buyouts East Speaker

Christian Albert is the founder and managing partner of Bowside Capital, a private investment firm that specializes in the private equity, small capitalization market. Bowside Capital invests in, and co-invests with, U.S. private equity funds with targeted capital commitments of $100 million or less.

Mr. Albert manages the firm and its investment activities, and serves on numerous investment related committees. He was most recently the founder of The Albert Group, LLC, and was previously a regional director at Targus Group International. Mr. Albert earned a M.St. from the University of Oxford and an A.B. from Brown University. He is a member of the Board of Directors of the Brown University Sports Foundation.

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Norman Alpert, Managing Director, Co-Founder, Vestar Capital Partners
Buyouts East Speaker

Norman Alpert was one of the founding partners of Vestar Capital in 1988. At Vestar, he has been responsible for originating, negotiating and financing private equity investments in multiple industries and providing ongoing strategic direction to various portfolio companies. He currently co-heads Vestar’s Healthcare efforts. He is a member of Vestar’s Executive and Investment Committees, and is actively involved across many of Vestar’s industry verticals.

Mr. Alpert is currently a Director of HealthGrades, MediMedia, St John Knits, and Press Ganey Associates.

Mr. Alpert began his career in 1980 as a Commercial Banker at Manufacturers Hanover Trust Company, and was a member of the Special Finance Division from 1982 to 1984 when he left to become a member of the Management Buyout Group at The First Boston Corporation.

Mr. Alpert is a Trustee of Brown University, The Brown Hillel Foundation, the Brown University Sports Foundation, the National Rowing Foundation; American Friends of Shalva (the association for mentally and physically challenged children in Israel) and White Plains Hospital (member of finance; quality performance improvement; strategy sub-committees, and board of directors).

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Eric Alt, Managing Director, Director of Research, Hall Capital Partners
AIMS Speaker

Eric Alt is a Managing Director, Director of Research, and Head of the Absolute Return group which covers credit, distressed, and absolute return investments. He is also a member of the firm's Executive Committee and Investment Review Committee.

Prior to joining the firm in 2006, Mr. Alt spent four years as a Managing Director in convertible securities at Piper Jaffray & Co. in San Francisco. Previously, he worked for Robertson Stephens, most recently as a Managing Director in the convertible securities department. While at Piper Jaffray & Co. and Robertson Stephens, Mr. Alt was involved in over 100 convertible new issue and restructuring transactions. Prior to joining Robertson Stephens in 1997, Mr. Alt was a principal in an entrepreneurial venture and also worked at Kluge & Company, a private investment firm, where he focused on venture investments. He started his career in 1989 at Arthur Andersen & Co. in Dallas as a Certified Public Accountant in the firm's Real Estate Advisory group.

Mr. Alt was named one of Institutional Investor's 2011 Rising Stars of Hedge Funds. He is a member of the Investment Committee of Dignity Health. Mr. Alt graduated summa cum laudefrom The University of Texas at Austin with a B.B.A. in Accounting and earned an M.B.A. from The Wharton School of The University of Pennsylvania.

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Jason Andris, Managing Director , VIA Funds
Venture Alpha East Speaker

Jason P. Andris is a managing director and member of the General Partner of the Venture Investment Associates funds having joined the firm in 2000. He is a member of the Firm’s Investment Committee and has responsibility across all facets of the firm, i.e., the management of relationships with the funds' managers and its limited partners, as well as, the identification and development of new relationships for the firm.

Previously, Jason worked at Robertson Stephens and Co. as an Analyst in the investment banking group and subsequently was promoted to Associate. He was involved in all facets of corporate finance and mergers & acquisitions transactions working with many emerging growth companies and completing over a dozen transactions including the execution of two private placements, with aggregate value totaling over $1.4 billion.

Following his time at RS&Co., he served as Manager of Financial Analysis and Planning with one of his investment banking clients, Global Vacation Group, Inc. (NYSE: GVG), a consolidator of value-added travel services companies. With GVG, he participated in the acquisition and integration of nine businesses, two equity offerings, and oversaw treasury investments, a share-repurchase program, and investor relations. His responsibilities also included reporting directly to the CEO and CFO of the company, assisting them with general management responsibilities.

Jason received an A.B. in history with a minor in economics from Hamilton College, where he was elected to Phi Alpha Theta history honor society. He received his M.B.A. from the Tuck School of Business at Dartmouth College. While at Tuck, he worked with the Center for Private Equity in performing a survey and analysis of valuation practices in the private equity industry. Separately, he researched the impact of secondary offerings and the end of insiders’ lockup periods on companies’ stock prices.

Jason is a Trustee of the Morris Land Conservancy and serves as Treasurer of the Lamington Conservancy.

Jason is a Trustee of the Morris Land Conservancy and serves as Treasurer of the Lamington Conservancy. He is the founder and chair of the Friends of Hamilton Crew, and is a St. Paul’s School Form Agent.

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David Andryc, Managing Director, Auda International
AIMS Speaker

David Andryc has been a private equity investor for 23 years. After serving as a partner of a middle market US buyout fund, he founded Auda International’s co-investment program in 2001. At Auda, he has managed two flagship co-investment funds and also led the purchase of a secondary direct portfolio consisting of 23 underlying companies. Founded in 1989, Auda is a global private equity investment firm affiliated with Harald Quandt Holding, with approximately $4.8B of commitments under management and offices in New York, Bad Homburg (Frankfurt), London and Hong Kong.

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Thomas Angell, Principal, Rothstein Kass
AIMS Speaker

Tom Angell is the principal-in-charge of Rothstein Kass’ national Commercial Services Group and its Private Equity practice, and he is a member of the Firm’s Executive Committee.

Tom has extensive experience with both public and private companies, including advising private equity funds and investment advisors on all aspects of private equity transactions, such as raising financing, deal origination and structuring. He has over 25 years of experience providing audit, tax and consulting services to middle market businesses in the manufacturing, distribution, and service industries. Additionally, Tom specializes in organizational structure, operational issues and mergers and acquisitions for middle market businesses.

Tom is a certified public accountant and he is a member of the New Jersey, New York, and Virginia Societies of Certified Public Accountants as well as the American Institute of Certified Public Accountants (AICPA). He received a Bachelor of Science degree in Business Administration from Rutgers College and a Master of Business Administration degree in Information Systems from the Rutgers Graduate School of Management.

His activities outside the Firm include membership in and serving as a former chair of the AICPA Large Firm networking group. Tom also serves as a treasurer to the Drumthwacket Foundation in New Jersey.

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Lawrence Aragon, Digital Editor, Reuters Deals Group
Venture Alpha East Speaker

Lawrence Aragon is the Digital Editor for Reuters Deals Group. Mr. Aragon has been a business journalist and editor for more than 19 years, and has covered venture capital and technology startups since the early 1990s. Before joining Thomson Reuters, he was VC Editor for Red Herring magazine. Prior to that, Mr. Aragon was a writer for VAR Business, PC Week and the San Jose Business Journal. His work has won awards from American Business Media, the Computer Press Association and CMP Media.

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Anthony J. Archer, Founder & Chief Executive Officer, Liquid Investments
HedgeWorld East Speaker

A highly creative-minded individual, with a natural ability to think outside the box, and the true entrepreneur of the senior management team. As Chief Executive of Liquid, Anthony creates the medium and long-term strategies and builds teams capable of adding to, and implementing the Liquid vision. He is tremendously driven in his ambition to aid private and institutional investors to generate wealth through ethical, alternative investments.

Fluent in Portuguese, Anthony has lived and worked in Brazil specializing in alternative investments, as well as residential and commercial real estate. Internationally, Anthony has held several senior management positions in the investment industry since 1999. He set up Liquid Investments in 2006 with offices in London, UK and Fortaleza in NE Brazil, and splits his time between these offices.

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Maggie Arvedlund, Managing Director, Fortress Partners Fund
Buyouts East Speaker

Maggie Arvedlund is a Managing Director at the Fortress Partners Fund in New York where she is responsible for originating, executing and overseeing a portfolio of direct debt and equity, private equity and real assets fund investments. Fortress Partners Fund is an endowment-style fund focused on alternative investment strategies which manages capital on behalf of the founders of Fortress and other institutional investors. Prior to joining Fortress, Ms. Arvedlund worked at Hall Capital Partners where she was responsible for executing investments in private equity funds and in fund management companies. Maggie received a BS with Honors from Vanderbilt University in Economics and an MBA in Finance from NYU's Stern School of Business. Ms. Arvedlund serves on several non-profit boards and is a founding member of the NYU Stern Private Equity Advisory Board.

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Bill Aulet, Managing Director of the Martin Trust Center for MIT Entrepreneurship, MIT
Venture Alpha East Speaker

Bio to come...

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Alex Bangash, Managing Director, Rumson Group
Venture Alpha East Speaker

Alex Bangash is the founder of Trusted Insight, Inc and Rumson Consulting Group. LLC. Trusted Insight is an institutional investor relational marketplace and social network for Alternatives, with over 10,000 members. Rumson is an advisor to institutional investors focused on venture capital and emerging markets. Since 2003, Rumson has helped clients invest over $1.0 billion in more than 50 funds, including some of the very best VC funds backing the marquee companies of last decade. Rumson clients include top ten foundations, endowments, pensions, and sovereign wealth funds. Prior to Rumson, Mr. Bangesh held various positions at Bell Labs, AT&T, Lucent in Optical and Wireless Networking and Supply Chain. He also worked in the ecommerce division at General Electric.

Mr. Bangesh has been a mentor and Lecturer of entrepreneurship at Wharton School since 2004.

Mr. Bangesh holds an MBA from The Wharton School, an MENG in Operations Research and a triple major BA in Computer Sciences, Eng. Lit., and Economics, both from Cornell University.

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Rodrigo Barfield, Founder & Partner, Real Infrastructure Capital Partner
AIMS Speaker

Mr. Barfield is a partner at Real Infrastructure Capital Partners (REAL), a private equity fund focusing on power generation infrastructure in Latin America. Prior to developing the fund’s concept and founding REAL, Mr. Barfield was a Director of Investments with Middle East and Asia Capital Partners’ (“MEACP”) US$400 million Asia Clean Energy Fund. At MEACP he created the fund concept, wrote the initial PPM, closed over US$70 million in LP commitments and originated/negotiated the initial project pipeline for that fund. Prior to MEACP, Mr. Barfield was a Deputy Director of Investments for Emerging Markets Partnership’s US$730 million IDB Infrastructure Fund, covering infrastructure investments in Asia and the Middle East, specifically involved with investments in energy and oil and gas services companies. Previously, he was an Infrastructure Finance Specialist at the World Bank. Prior to joining the World Bank he worked in investment banking in New York, London, and Sydney in varying capacities for such firms as JP Morgan and AIG.

Mr. Barfield is a dual citizen of the United States and Brazil.

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Quint Barker, Managing Principal, Goldpoint Partners
AIMS Speaker

Quint Barker joined NYLCAP in 2000 and is involved in all of its investment activities, with a concentration on equity co-investments. Prior to NYLCAP, Mr. Barker was a Vice President in PaineWebber's Principal Transactions Group, covering a $1 billion portfolio of buyout, venture capital, real estate, and hedge fund investments for the firm and its top executives. Prior to PaineWebber, Mr. Barker worked in the Private Finance Group of New York Life, where he managed a portfolio of private equity, mezzanine, and non-investment grade debt investments. Mr. Barker earned a Bachelors in Electrical Engineering from Georgia Tech and an MBA from Duke University. Mr. Barker is a holder of the Chartered Financial Analyst designation.

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Steven Barnes, Managing Director, Bain Capital
Buyouts East Speaker

Steven Barnes is a Managing Director at Bain Capital, LLC (“Bain”) and has been affiliated with Bain since 1988. Bain is a leading investment firm with $67 billion in assets under management. Steven lead the development of Bain’s Capital’s Portfolio Group, was formerly co-head of Bain’s European Private Equity business and is currently head of Bain’s North American Private Equity business.

Since 1988, Steven has been involved with various leveraged acquisitions and has served in various leadership positions with Bain Companies, including CEO of Dade Behring, a global medical diagnostic company, President of Executone Business Solutions, a telecommunications company and President of The Holson Burnes Group, a publicly traded consumer products company.

He currently serves on the Board of Directors of Securitas Direct, CRC Health and Ideal Standard. In addition to corporate roles, Steven is also active in numerous community activities including the Trust Board of Children’s Hospital in Boston, a trustee of Syracuse University, Chairman of the Board of the Institute for Veterans and Military Families, and was the former Chairman of the Board of Director’s of the Make-A-Wish Foundation of Massachusetts and Rhode Island.

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Katherine Barr, Managing Partner, Mohr Davidow Ventures
Venture Alpha East Speaker

A General Partner at Mohr Davidow Ventures, Ms. Barr focuses primarily on investments in web and mobile consumer and business services. She has a particular interest in retail and commerce innovation; data analytics that enable automation, optimization and personalization of the digital experience; next generation media; familytech; and novel ways that mobile devices are disrupting large markets.

Ms. Barr sits on the boards of PunchTab, BandPage and Ruby Ribbon, is a board observer for Ticketfly, sponsored the seed investments in Retention Science and Storefront, and is responsible for the investments in Visible Measures, Massive Health and Infusionsoft. Prior to Mohr Davidow, she held various senior management roles in product development, marketing and negotiation.

Ms. Barr is an advisor to Samasource, Co-Chair of C100, an advisor to 500Startups, and a founding sponsor of Startup2Startup. She also guest lectures a yearly negotiation session at Stanford.

Founded in 1983, Mohr Davidow Ventures has more than $2B under management. The firm is currently investing out of Fund IX, which is a $670M fund.

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Peter Barris, Managing General Partner, NEA
PartnerConnect East Speaker

Peter Barris joined New Enterprise Associates (NEA) in 1992 and was named Managing General Partner in 1999. Since that time NEA's assets under management have grown from $1B to over $13B and the firm has expanded its operations globally. Under Peter's leadership, NEA has invested in industry-transforming technology companies like CareerBuilder, Data Domain, Diapers.com, Groupon, Juniper Networks, Macromedia, Salesforce.com, and TiVo. Mr. Barris has been named several times to the Forbes Midas List, having personally led investments in over two dozen technology companies that have successfully completed public offerings or mergers. He serves on the board of public company Groupon (GRPN) and is currently a director of several private companies including BenchPrep, Goji Food Solutions, Mediaocean, SnagFilms, and Sprout Social. Prior to joining NEA, Peter held leadership positions with Legent Corporation (LGNT) and UCCEL Corporation (UCE). Both companies were ultimately acquired at valuations that were record breaking for their time. Earlier, Peter spent almost a decade at General Electric Company in a variety of management positions. He serves on the Northwestern Board of Trustees and the Board of the Tuck School Private Equity and Entrepreneur Center. He has a BS degree in Electrical Engineering from Northwestern and an MBA from Dartmouth.

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Marshall Bartlett, Managing Director, Fisher Lynch Capital
AIMS Speaker

Marshall Bartlett is a Managing Director of Fisher Lynch Capital, a boutique private investment firm with $2 billion in capital under management focused on private equity co-investments and funds-of-funds. He serves on the firm’s Investment Committee and is one of the leaders of its co-investment practice. In his role he has overseen investments across multiple industries, fund strategies, and with multiple sponsors, and serves on several portfolio company boards of directors. He additionally plays a leadership role in marketing at Fisher Lynch Capital, along with the recruitment and management of the firm’s investment team.

Prior to joining Fisher Lynch Capital, Mr. Bartlett was a partner at Parthenon Capital, a middle-market private equity firm with $2.2 billion in capital under management. While at Parthenon Capital, Bartlett was involved in some of the firm’s most successful investments across a variety of industry sectors and transaction structures. Before joining Parthenon Capital, Marshall was with The Parthenon Group, a strategy consulting firm. Earlier in his career, Marshall was with Saugatuck Capital, a private equity firm focused on lower middle market buyouts and growth equity transactions, and the corporate finance and private equity group of Brown Brothers Harriman & Co.

Bartlett earned his M.B.A. at the Tuck School of Business at Dartmouth College and his B.A. in History at Yale University.

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Jake Barton, Senior Portfolio Manager, Promus Capital
AIMS Speaker

Jacob M. Barton is Senior Portfolio Manager for Promus Capital, a multi-family investment office in Chicago. Promus Capital runs a number of investment funds and strategies covering the areas of: Private Equity, Venture Capital, Micro Finance, Real Estate, Hedge Funds, and Managed Futures. He is on the Investment Team and Risk Committee for several fund of funds products in the Hedge Fund and CTA spaces. Prior to joining Promus Capital, Mr. Barton was the Director of UCITS Projects and a member of the Investment Committee at Efficient Capital Management. Prior to working at Efficient, Mr. Barton was the Director of Operations at The Livingstone Corporation in the Publishing Services industry. From 1997 until 2004 he served as a Surface Warfare Officer in the United States Navy with a Nuclear Power subspecialty. From 2002 to 2004, Lieutenant Barton was Assistant Professor of Naval Science at Northwestern University. Mr. Barton holds a BS in Mechanical Engineering from Northwestern University and an MBA from the Kellogg School of Management. He also holds a Series 3 certification.

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Arthur A. Bavelas, Chief Executive Officer, The Bavelas Group
HedgeWorld East Speaker

Arthur A. Bavelas is an internationally-known expert and leading strategic adviser to the ultra-affluent and family offices.

Overseeing renowned authorities from the financial, legal and accounting communities, Mr. Bavelas coordinates their services to bring sophisticated solutions, tax and asset protection strategies as well as unique opportunities to the highly discriminating affluent. Mr. Bavelas is a frequent speaker to the Hedge Fund and Family Office communities. Mr. Bavelas also facilitates customized charitable and foundation development methodologies and stewardship strategies. He has written numerous articles, white papers and books focused on wealth preservation and asset protection. A published author, Mr. Bavelas has been quoted in several publications, including The Wall Street Journal, Elite Traveler, Wealth Management, Investment Advisor. He most recently co-authored: Fortune's Fortress: A Primer on Wealth Preservation for Hedge Fund Professionals.

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Scott Becker , Founder & Managing Partner, Northstar Capital
Buyouts East Speaker

Scott L. Becker is a Founder and Managing Partner of Northstar Capital, LLC. Mr. Becker has wide-ranging experience as a private equity and mezzanine investor with specific strengths in fundraising, investment origination, and managing portfolio exits. He is responsible for all aspects of investment management at Northstar and directs fund raising and legal documentation activities for the General Partner and its limited partnerships. Northstar manages over $1 billion in 5 separate partnerships.

Prior to founding Northstar, Mr. Becker was Manager of Investments at Adler Management, the private family office of Gerald Rauenhorst, founder of Opus Corporation. He also has previous experience in corporate development at General Mills, Inc. and small business loan origination at Control Data Business Centers, Inc. Mr. Becker received a B.A. from St. John’s University, an M.B.A. from the University of Minnesota, and a J.D. from the William Mitchell College of Law. He is a Chartered Financial Analyst and serves as an Advisory Board member of the Private Investment Fund of St. John’s University. While at St. John’s, he played for the legendary John Gagliardi on his 1976 National Championship football team. He now serves as a volunteer youth coach in his community. Mr. Becker enjoys teambuilding and is an active marathoner, including participation in The Boston Marathon.

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Andrew Beer, CEO, Beachhead Capital
HedgeWorld East Speaker

Andrew D. Beer is the Chief Executive Officer of Beachhead Capital Management, LLC, a hedge fund advisory firm based in New York, NY and Lexington, MA. Previously, Beer served as the Senior Advisor and seed investor of Belenos Capital Management and co-founded Apex Capital Management, a leading Asia-focused investment firm that manages several market neutral and directional hedge funds from New York and Hong Kong. Prior to this, Beer co-founded Pinnacle Asset Management, a commodity fund of hedge funds firm that manages approximately $2 billion. Mr. Beer received his M.B.A. as a Baker Scholar from Harvard Business School and his A.B., magna cum laude, from Harvard College.

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Luisa Beltran, Senior Private Equity Writer, peHub.com
Buyouts East Speaker

Luisa Beltran has been covering Wall Street for a dozen years. Before peHUB, she covered the private equity industry and middle market M&a for four years as a senior writer for The Deal. Prior to this, she was the Wall Street correspondent for CBS MarketWatch, where she broke many scoops on the mutual fund and the investment banker research scandals under then New York attorney General Eliot Spitzer. Ms. Beltran also covered M&a/IPOs for CNN/Money. Ms. Beltran, a Chicago native, is a graduate of Northwestern University.

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Ted Beneski, Chief Executive Officer & Managing Partner, Insight Equity
Buyouts East Speaker

Insight Equity currently manages two buyout equity funds and a mezzanine debt fund. Insight’s total capital under management is approximately $800M. Its institutional investors consist primarily of academic endowments, foundations, state investment funds and pooled funds.

Ted is currently Chairman of the Board of 12 of Insight Equity’s portfolio companies.

Prior to founding Insight Equity, Ted was a founding principal and Senior Vice President of the Carlyle Management Group (CMG), a private equity group which yielded top quartile investment returns during his tenure there.

Before CMG, Ted was the co-founder and Managing Director of Bain & Company’s Dallas office. Ted advised Fortune 100 clients across a wide range of industries in the areas of portfolio and business unit strategy, mergers and acquisitions, operational improvement, organizational and process redesign, new product introduction and growth strategy.

Prior to Bain, Ted worked for five years as a commercial banker with Bankers Trust in New York and Shawmut Corporation in Boston.

Ted currently sits on the Board of Trustees of Amherst College (MA) and Trinity University (TX).

Ted received his MBA from Harvard Business School and a BA from Amherst College, majoring in economics.

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Andrew Bentley, CPA, Rothstein Kass
HedgeWorld East Speaker

Andrew Bentley is a principal and leader of the tax practice in Rothstein Kass’ Boston office. Mr. Bentley provides ongoing tax expertise to the firm’s Boston-based clients and is responsible for business development as it relates to tax. Andrew has more than 14 years of “Big Four” public accounting experience with both regulated and non-regulated funds and specializes in the taxation of alternative investments. He has worked with clients across a broad spectrum of alternative investments including hedge funds, private equity funds, CDO and special opportunity funds.

Mr. Bentley has significant experience with alternative investment vehicle allocations, having been a tax technical champion for the development of the internal partnership allocation system at PriceWaterhouseCoopers, where he served for more than six years prior to joining Rothstein Kass. Andrew is the co-founder and co-chairperson of the Alternative Investments Committee of the Massachusetts Society of Certified Public Accountants (MSCPA). He is also actively involved with the Massachusetts Working Group of the Managed Funds Association (MFA) as well as the Northeast Chapter of Hedge Funds Care.

Mr. Bentley has a Bachelor of Science degree in accounting and marketing from Boston College, and is a certified public accountant in Massachusetts and New Jersey. He is a member of the American Institute of Certified Public Accountants (AICPA) and the MSCPA. e-

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Steve Bills, Senior Editor, Buyouts Magazine
Buyouts East Speaker

Steve Bills is a senior editor at Reuters Buyouts, with responsibility for covering the financial services industry, technology and leveraged finance.

Before joining Buyouts Magazine in January 2010, Mr. Bills spent eight years as a deputy editor at the daily newspaper American Banker, where he wrote about financial technology, corporate cash management, international trade and payment systems, including the transformation of the check-clearing system, among other areas of responsibility.

From 1998 to 2001, Mr. Bills was a news producer at CNN’s financial Web site in New York, covering markets, the economy, corporate news and small business. He began his career at the Macon (Ga.) Telegraph and News, where he served as business editor and covered a variety of other beats, including the courts, education and neighborhoods. As a Knight-Ridder "loaner" working on the staff of the Grand Forks Herald after North Dakota's historic 1997 flood, he shared in the Pulitzer Prize for community service in 1998.

A native of Chattanooga, Mr. Bills is a graduate of the Henry W. Grady School of Journalism and Mass Communications at the University of Georgia.

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Adam Blumenthal, Partner, Blue Wolf Capital
Buyouts East Speaker

Adam Blumenthal is Co-founder and Managing Partner of Blue Wolf Capital Partners LLC, a private equity firm, and Blue Wolf Capital Fund II, L.P., a private equity fund, which specialize in control investments in middle-market companies in which managing relationships with government or labor, or resolving financial or operational distress, are critical to building value. Mr. Blumenthal serves on the board of directors of Blue Wolf’s portfolio companies: Channel Technologies Group LLC., Finch Paper Holdings LLC, Gloucester Engineering Co., Inc., and Pharmaceutical Strategies Group LLC. Mr. Blumenthal is also a member of Blue Wolf’s investment committee.

From 2002 to 2005, Mr. Blumenthal served as First Deputy Comptroller and Chief Financial Officer for New York City Comptroller William C. Thompson, Jr. In this capacity, he oversaw the capital markets' activities of the Comptroller's office, including management of the assets of the New York City Retirement Systems; issuance of budget, financial, and economic analyses; and oversight of the City's debt issuance. During his tenure, the City's pension assets increased from $65 billion to $85 billion primarily as a result of strong investment gains. Adam also led a restructuring of the Funds' operations and investment strategies, including the establishment of multi-billion dollar allocations to private equity, real estate, and inflation-linked securities; the creation of a risk management unit; and securing, for the first time, funding from the pension funds to hire professional investment staff.

From 1989 to 2002, Mr. Blumenthal built and managed American Capital Ltd., a publicly-traded buyout and mezzanine fund (NASDAQ: ACAS). When Mr. Blumenthal joined ACAS in 1989, it had one other employee and had not yet raised institutional capital. In the subsequent years, he played a central role in building it into a publicly-traded buyout and mezzanine fund with a portfolio of over $1 billion invested in sixty-three middle-market companies by the time he left in 2002.

From American Capital's 1997 initial public offering until 2002, when he left American Capital to become First Deputy Comptroller of the City of New York, Mr. Blumenthal served continuously on ACAS's board of directors, was a founding member of its investment committee, and held positions including Chief Financial Officer, Chief Operating Officer, President and Vice Chairman. Over this time, American Capital produced a 22% IRR to investors in its initial public offering.

Mr. Blumenthal received a B.A., magna cum laude, from Harvard College, and an M.B.A. from the Yale School of Management. From 2004 to 2007, he served on the Yale SOM's Board of Advisors. In 2009, he was named a Donaldson Fellow at SOM. He is Chairman of the investment committee of the UAW VEBA, a $55 billion fund that pays retiree health benefits for UAW employees of Ford, Chrysler and General Motors. He has been a trustee of, and chairman of the investment committee of, the Nathan Cummings Foundation and the Community Service Society of New York.

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Greg Bohlen, Managing Director, Venture Capital, Private Assets, Morgan Creek Capital
Venture Alpha East Speaker

Greg Bohlen is a Managing Director for Morgan Creek Capital. He joined Morgan Creek in 2011 to extend Morgan Creek’s venture exposure. Mr. Bohlen’s experience and relationships in the venture capital and investment banking communities have been developed over the past 30 years, and he has successfully invested in over 50 venture backed companies, including names as diverse as Sourcefire (FIRE) and Neurogesx (NGSX). During his tenure at Wasatch Advisors, he was the leader in developing and building one of the top venture fund of funds. Prior to Wasatch, Mr. Bohlen was the Chief Financial Officer and an investing professional at The Aurora Funds in North Carolina. His previous work experience also includes a significant tenure in investment banking, most recently with UBS AG as the Director for the Private Equity Coverage Group from 2001 to 2003 in Raleigh, North Carolina. Mr. Bohlen is also a published author and currently lives on an orchard in Chapel Hill that he and his family built over the past decade.

Mr. Bohlen received a Bachelor of Science degree in Agricultural Economics and his Master of Business Administration from the University of Illinois. You can follow a bit of his unusual life at WWW.Bohlenfarms.com.

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Marc Bonavitcola, Partner, Head of US Private Equity, SVG Advisers
Buyouts East Speaker

Marc Bonavitacola joined SVG Advisers in 2003. He is Partner and Head of US Private Equity based in Boston. He is responsible for overseeing the analysis and due diligence of US primary and secondary private equity investment opportunities. Prior to joining SVG, he worked at Hamilton Lane, where he was a Managing Director and Portfolio Manager. Before Hamilton Lane, Mr. Bonavitacola was Chief Investment Officer at the City of Philadelphia Board of Pensions and Retirement, where he was responsible for the oversight and administration of the Public Employees Retirement System (US$5 billion) and developed the System’s private equity portfolio. He is a CFA Charterholder and a member of the CFA Institute. Mr. Bonavitacol has a BBA from the Fox School of Business at Temple University and an MBA from the LeBow School of Business at Drexel University.

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Mark Boslet, Senior Editor, Venture Capital Journal
Venture Alpha East Speaker

Mark is a long time technology and financial journalist, and currently a senior editor at Thomson Reuters’ Venture Capital Journal and peHUB. His work has appeared in The Wall Street Journal, the San Jose Mercury News, The Industry Standard, Greentech Media and newspapers nationwide. Before joining Thomson Reuters, Mr. Boslet was a bureau chief and senior writer at Dow Jones. He has received several awards for his industry coverage, including a Society of American Business Editors and Writers 2008 Best in Business award. Prior to covering technology, Mr. Boslet served as a business and general-news reporter at newspapers including The Times Union of Jacksonville Florida and The Waterbury (CT) Republican-American.

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Matt Botein, Managing Director, Head of BlackRock Alternative Investors, BlackRock
PartnerConnect East Speaker

Matthew Botein, Managing Director, is head of BlackRock Alternative Investors (BAI). BAI includes BlackRock's hedge funds and opportunistic funds, funds of hedge funds, private equity, private equity funds of funds, real estate and real assets.

Prior to joining BlackRock in 2009, Mr. Botein was a Managing Director and member of the Management Committee at Highfields Capital Management, a Boston-based private investment partnership. At Highfields, he was responsible for a portfolio of financial services investments, as well as certain other private equity holdings. Previously, he was a member of the private equity departments at The Blackstone Group and Lazard Frères & Co. LLC.

Mr. Botein serves on numerous boards, including PennyMac Mortgage Investment Trust (NYSE: PMT) and its sponsor, Private National Mortgage Acceptance Company and Northeast Bancorp (NASDAQ: NBN). He previously served on the boards of Aspen Insurance Holdings Limited (NYSE: AHL), First American Corporation (NYSE: FAF) and CoreLogic Inc. (NYSE: CLGX). He also serves on the Board of Trustees of Beth Israel Deaconess Medical Center, the CareGroup/CJP Board of Managers and the Exceptional Care Without Exception Trust of Boston Medical Center. Mr. Botein earned an AB degree, Phi Beta Kappa, magna cum laude, from Harvard College and an MBA degree, with high distinction, from Harvard Business School, where he was a Baker Scholar and a Loeb Scholar.

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Thomas Bradley, Partner, StepStone Group
AIMS Speaker

Mr. Bradley is a Partner at StepStone Global LP. He co-manages their New York office and helps manage the firm’s secondary investment practice. He sits on the firm’s Investment Committee for primary, secondary and co-investments and co-leads the firm’s US Middle Market buyout sector team. In addition, Mr. Bradley is also involved in the firm’s advisory business where he co–manages certain key institutional relationships.

Formerly, Mr. Bradley was a Partner at Pomona Capital, where he helped oversee the firm’s secondary, primary and co-investment practices, representing over US$6 billion in total commitments from a diverse group of global investors. Prior to that, Mr. Bradley was a Vice President at Hambrecht & Quist, a growth-oriented investment bank.

Mr. Bradley received his BA from Denison University.

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Laure Brasch, Managing Director, Franklin Park Associates
AIMS Speaker

At Franklin Park, Laure A. Brasch leads the post-investment monitoring efforts, which includes fund manager oversight, investment compliance and performance reporting. She also leads the firm's operational due diligence efforts, providing pre-investment assessments of the back office infrastructure of prospective fund managers. Ms. Brasch interacts with clients on a variety of portfolio matters. Prior to joining Franklin Park in 2006, Ms. Brasch worked with SEI Investments and Kreischer, Miller & Co., a public accounting firm. She is a Certified Public Accountant. Ms. Brasch received a B.B.A. in Accounting from Temple University.

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Marc Brown, Managing Director, Corporate Development, Global Head of M&A & Strategic Investments, Microsoft Corp.
Venture Alpha East Speaker

Marc Brown has been a member of Microsoft’s Corporate Development Group since joining the company in January 2000. Currently he is a General Manager, Corporate Development and Global Head of M&A and Strategic Investments.

Prior to joining Microsoft, Mr. Brown practiced corporate law at a firm in Boston, was a high school teacher and coach and an investment banker in New York.

Mr. Brown holds a JD degree from Georgetown University Law Center, an MBA in finance from New York University and a bachelor of arts in economics from Colgate University.

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Delaney Brown, Head of the Americas, Hermes GPE
AIMS Speaker

As Head of the Americas, based in Boston, Delaney is responsible for all Hermes GPE’s private equity manager relationships in the Americas and for coordinating the sourcing, due diligence and monitoring of funds and co-investments in the region. Hermes GPE is a specialist independent global private markets investor, active in private equity and private infrastructure. The firm manages $10 billion* of capital for leading institutional investors and pension funds via bespoke and diversified investment portfolios.

Delaney has 12 years private equity experience and is a member of the Hermes GPE Investment Committee. He has led the due diligence on funds, across venture capital, growth and buyouts in the Americas and Europe and holds a number of advisory board seats. He was previously at Almeida Capital, the placement boutique, where he was involved in the marketing of funds in the US, Europe and Asia. Delaney began his career as a research scientist at SmithKline Beecham where he worked in the vascular biology department.

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John Buser, Global Head of Fund of Funds, NB Alternatives
AIMS Speaker

John P. Buser is Global Head of Private Equity Fund of Funds for NB Alternatives and a Managing Director of Neuberger Berman. He is also a member of the Investment Committee, Co-investment Investment Committee and Secondary Investment Committee. Before joining NB Alternatives in 1999, Mr. Buser was a partner at the law firm of Akin, Gump, Strauss, Hauer & Feld, L.L.P., where he had extensive experience in the practice of domestic and international income taxation during his 17 year tenure. Mr. Buser was admitted to the State Bar of Texas in 1982 after receiving his J.D. from Harvard Law School. Prior to attending law school, Mr. Buser graduated summa cum laude with a B.S. in accounting from Kansas State University and became certified by the Missouri State Board of Accountancy.

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John Buser , Global Head of Fund of Funds , NB Alternatives
Buyouts East Speaker

John P. Buser is Global Head of Private Equity Fund of Funds for NB Alternatives and a Managing Director of Neuberger Berman. He is also a member of the Investment Committee, Co-investment Investment Committee and Secondary Investment Committee. Before joining NB Alternatives in 1999, Mr. Buser was a partner at the law firm of Akin, Gump, Strauss, Hauer & Feld, L.L.P., where he had extensive experience in the practice of domestic and international income taxation during his 17 year tenure. Mr. Buser was admitted to the State Bar of Texas in 1982 after receiving his J.D. from Harvard Law School. Prior to attending law school, Mr. Buser graduated summa cum laude with a B.S. in accounting from Kansas State University and became certified by the Missouri State Board of Accountancy.

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Kevin Campbell, Principal, DuPont Capital Management
Buyouts East Speaker

Kevin P. Campbell joined DuPont Capital Management in 2010 and is a member of the investment team responsible for partnership selection and portfolio management. Prior to joining DCM, Mr. Campbell was a Partner with Montagu Newhall Associates, Inc. where he was responsible for investments in private equity partnerships, secondary transactions, co-investments, raising capital from prospective investors, and the operations of the business. Prior to joining Montagu Newhall Associates, Mr. Campbell worked as a financial consultant for R.M. Vredenburg & Company, a consulting firm for both public and private institutions, where he specialized in financial management and logistics. Mr. Campbell joined the financial services industry in 2001.

Mr. Campbell received his B.S. in Business Administration from Elon University and a Master of Public Administration from George Mason University.

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Sharmila Chatterjee Kassam, Director of Strategic Relations, Investments Division, Texas Employees Retirement System
AIMS Speaker

Bio to come...

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Joseph B Childrey, Founder & CIO, Probabilities Fund Management, LLC
HedgeWorld East Speaker

Joe Childrey is founder and CIO of Probabilities Fund Management, LLC, a California-based registered investment advisor. The firm provides investment management for the Probabilities Fund, LP, a hedge fund, and for annuity owners as a Third Party Investment Advisor. Prior to founding his firm in 2007, Mr. Childrey served as a consultant to Stone & Youngberg, a California-based public finance and fixed-income securities firm. Before that he was senior vice president and managing director of Private Brokerage Asset Management at Wells Fargo Investments. Earlier, Mr. Childrey served as a senior vice president at A.G. Edwards and was branch manager of the La Jolla, California branch, one of the firm’s most prestigious. He began his career as an investment executive at PaineWebber. As an inventor, Mr. Childrey has a patented, award winning consumer electronics product on the market being sold worldwide.

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Francis Chimenti, CFP®, Director - Private Client Group, Oppenheimer & Co.
HedgeWorld East Speaker

Francis Chimenti’s clients are comprised of high net worth individuals and families, business owners and corporate executives. Working with each client, he employs professional money management and, where appropriate, other investment strategies to address their needs. He has spent more than 15 years working as a Financial Advisor in a variety of leading institutions. From 2000 until he joined Oppenheimer & Co. Inc., he worked as a Portfolio Manager, in Smith Barney’s Private Client Group.

Mr. Chimenti's earned the Certified Financial Planner (CFP) designation from the Certified Financial Planning Board of Standards, Inc.

Mr. Chimenti is the proud father of 3 boys, Franco, Bruno and Enzo and is active in a variety of civic organizations. Among them are the Special Olympics of New York; the Big Brothers Big Sisters of New York; the National Council of Nonprofit Associations; the New York Law Enforcement Foundation; the New York First Responders Associations and Over 40 Females, an organization designed to help mature women achieve financial security.

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Micheal Choe, Managing Director, Charlesbank Capital Partners
Buyouts East Speaker

Mike Choe is a managing director of Charlesbank Capital Partners, a middle-market private equity firm with approximately $2 billion in assets under management. At Charlesbank, Mr. Choe has led transaction efforts in various sectors, including industrial manufacturing and services, telecom and financial services. Prior to joining the predecessor firm to Charlesbank in 1997, Mr. Choe was a corporate strategy consultant at McKinsey & Company, where he focused on the energy and health-care sectors. Mr. Choe graduated from Harvard University with a B.A. in biology.

Mr. Choe lived in Seoul, Korea, before moving to Boston to attend university. He is fluent in Korean and Japanese. He serves on the boards of directors of Horn Industrial Services, OnCore Manufacturing and Zayo. He is also a member of the board of the United Way of Massachusetts Bay.

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Homyar Choksi, Managing Director, LBC Credit Partners
Buyouts East Speaker

Bio to come...

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Narayan Chowdhury, Managing Director, Franklin Park Associates
Venture Alpha East Speaker

Narayan is Co-Founder of Franklin Park. At Franklin Park, Narayan is responsible for the analysis and evaluation of private equity investment opportunities, monitoring clients' portfolios and conducting industry research. He is also involved in the development and implementation of Franklin Park's technology platform, and regularly interacts with clients on investment and portfolio matters. Prior to Franklin Park, Narayan worked with Hamilton Lane and Public Financial Management. He is a CFA Charterholder and a member of the CFA Institute. Narayan received a B.A. in Mathematics and Economics from Bucknell University.

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Dan Ciporin, General Partner, Canaan Partners
Venture Alpha East Speaker

Dan Ciporin is committed to building innovative businesses that make the Internet a more engaging place for consumers. Mr. Ciporin joined Canaan's Connecticut office in 2007 to invest in emerging leaders in ecommerce, fin-tech and digital media in the New York corridor. Mr. Ciporin brings two decades of executive-level operational experience to Canaan. He was the former Chairman and CEO of Shopping.com, the pioneer in online comparison shopping, where he oversaw growth from zero to over $100 million in revenues in just five years, culminating in the company's IPO in October 2004 and later acquisition by eBay in 2005.

Previously, Mr. Ciporin served as chairman of the Internet Lab, a US-Israeli incubator for early-stage consumer Internet startups, and as Senior VP of MasterCard International, where he was responsible for the marketing and product management of all online global debit products. At Canaan, Mr. Ciporin sits on the boards of Lending Club, an innovative online lending community where people borrow and lend money, bypass the banks, and get better rates; OpenSky, a social shopping platform that helps consumers discover and buy great products that fulfill their interests in food, style & beauty, healthy living and home & design; Gemvara, a web-based service that is revolutionizing the jewelry market by empowering consumers and independent jewelers to design fully personalized, high-quality jewelry; Borro, a personal asset lender providing short-term loans against fine art, jewelry, luxury watches, prestige cars, fine wine and more; and ShopKeep POS, an iPad point of sale system in the cloud, helping retailers make smarter business decisions. He also serves as chairman of the board of FiftyOne, the global ecommerce enabler that lets US retailers sell outside the US as though it were the 'fifty-first' state.

Mr. Ciporin earned an AB from Princeton University's Woodrow Wilson School of Public and International Affairs and an MBA from Yale University.

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Chris Clair, Managing Editor, HedgeWorld
Buyouts East Speaker

Chris Clair is the Managing Editor of HedgeWorld. He has spent the past eleven years covering the hedge fund industry, first as a reporter for Crain's Pensions & Investments and for the past eight years at HedgeWorld. Mr. Clair has been a journalist for the past 18 years, working at weekly and daily newspapers in his home state of Oregon and in Illinois.

Mr. Clair holds a BA degree in journalism from the University of Portland in Oregon.

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Chris Clair, Managing Editor, HedgeWorld
HedgeWorld East Speaker

Chris Clair is the Managing Editor of HedgeWorld. He has spent the past eleven years covering the hedge fund industry, first as a reporter for Crain's Pensions & Investments and for the past eight years at HedgeWorld. Mr. Clair has been a journalist for the past 18 years, working at weekly and daily newspapers in his home state of Oregon and in Illinois.

Mr. Clair holds a BA degree in journalism from the University of Portland in Oregon.

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Brian Clark, Managing Partner, M/C Partners
Buyouts East Speaker

Bio to come...

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Beezer Clarkson, COO & Managing Director, SAP Ventures
Venture Alpha East Speaker

Beezer Clarkson is responsible for the worldwide operations of SAP Ventures and leads investment activities for the SAP Hana Real-Time Fund. The SAP HANA Real-Time Fund invests in early stage fund managers in the US and internationally. Most recently she was a Director at Draper Fisher Jurvetson. There she managed the DFJ Global Network, which consisted of 16 venture funds around the world representing some $7B of capital under management and over 400 active portfolio companies. Prior to this, she was an Investment Manager at Omidyar Network where she focused on investments (both direct and fund investments) in the financial services and technology sectors in emerging markets. Beezer began her investment career 18 years ago in Morgan Stanley's Global Infrastructure Group. Beezer has a BA in Government from Wesleyan University and an MBA from Harvard Business School. She currently serves on the Board of Trustees for Wesleyan University, and the Advisory Board of InVenture.

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Timothy Clifford, President & CEO , Abacus Finance Group
Buyouts East Speaker

Tim Clifford founded Abacus Finance in 2011. As the firm’s President and CEO and member of its Investment Committee, Tim brings more than 20 years of experience in lower-middle market lending. Previously, Mr. Clifford founded and served as Executive Vice President and Head of Amalgamated Capital, a lower-middle market leveraged-lending business for Amalgamated Bank. Prior to AmalCap, he was a Managing Director and Principal for Churchill Financial (Now, Carlyle GMS Finance), and Head of its Boston office. Before that, Mr. Clifford founded the leveraged-lending practice of Comerica Bank’s Technology & Life Sciences division, and was a founding member of the acquisition finance group of FleetBoston Securities.

Mr. Clifford earned an M.B.A. from the F.W. Olin Graduate School of Business at Babson College, and a B.S. in Business Administration from Southern New Hampshire University.

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Stefan Clulow, Managing Director, Thomvest Seed Capital Inc.
AIMS Speaker

Stefan Clulow is Managing Director at Thomvest Seed Capital Inc., a family office with operations in Toronto, Ontario, and Silicon Valley. Thomvest makes direct investments across the capital structure of start-up and growth stage technology companies and also invests in public debt and equity securities and select fund managers who trade these markets. Mr. Clulow works with start-ups, primarily in the financial services, software and communication sectors, and also manages Thomvest’s non-venture investments. Prior to joining Thomvest, Stefan practiced corporate law in Silicon Valley and international corporate tax law in Toronto. He sits on the boards of DataXu, Inxent, Public Mobile, and Tactus Technology. Stefan has a B.A. (Great Distinction) and an LL.B. (Distinction) from McGill University, and is a member of both the Law Society of Upper Canada and the State Bar of California.

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Andrew Colosimo, Partner, Fried Frank
Buyouts East Speaker

Mr. Colosimo advises a number of the market’s most active bulge bracket and middle-market private equity players including Goldman Sachs Capital Partners, New Mountain Partners, and AEA Investors. He also advises leading global corporations on strategic transactions and corporate advisory matters including Berkeley Point Capital, Oneok, Rio Tinto and Van Wagner Communications.

Mr. Colosimo is recognized as a leading lawyer for private equity buyouts by Chambers Global: The World's Leading Lawyers for Business, and for his work on private equity transactions in Asia garnering him a citation as a leading lawyer for this area by Legal 500 Asia Pacific.

Mr. Colosimo received a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia. He received his LL.B., with honors, from the University of Melbourne Law School and his B.Comm., with honors, from the University of Melbourne.

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Steve Cook, Principal, TVV Capital
Buyouts East Speaker

Stephen Cook is a Principal at TVV Capital (“TVV”). He is primarily responsible for supporting TVV’s value creation efforts with an emphasis on operating improvements, performance tracking, and management recruitment and development. He serves on the boards of four TVV companies – Critical Solutions International, Indco, Big 3 Precision Products and Bigham Brothers.

Mr. Cook brings over twenty years of Fortune 50 executive management and operating experience, having served over his career in a variety of senior executive and functional roles in sales, manufacturing, supply chain, engineering and technology. Prior to joining TVV in 2010, he was Chief Operating Officer of MFG.com, the world’s largest global online marketplace for the manufacturing industry. Prior to MFG, Mr. Cook spent 11 years as a Southeastern Regional Director with The Dell Corporation, including Director of Consumer Sales and Nashville Site Lead where he managed a $1 billion P&L and Director of Manufacturing Operations for Dell’s Nashville Campus, Dell’s largest manufacturing plant in the world at the time.

Mr. Cook is a graduate of MIT’s “Leaders in Global Operations” Program where he received an MBA and MSEE, graduating top of his class. He received his BSEE from the U.S. Naval Academy and flew A-6 Intruders from the USS America in Iraq, Bosnia and Somalia.

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Lorraine Corlet, Investment Associate, Franklin Park
AIMS Speaker

Lorraine Corlet has spent nine years in private equity covering the U.S and emerging markets. She joined Franklin Park in 2009 where she is primarily responsible for the analysis and evaluation of private equity fund investments and co‐investment opportunities.

Prior to Franklin Park, Lorraine was at Ethos Private Equity where she gained considerable experience in executing management buyouts, public to private transactions and in developing post investment strategies. Lorraine is a member of the South African Institute of Chartered Accountants and she received an M.B.A. in Finance from New York Universityʹs Leonard Stern School of Business.

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Lee Counselman, Managing Director - Global Technology Mergers & Acquisitions, Deutsche Bank
Venture Alpha East Speaker

Lee Counselman is a Managing Director in Deutsche Bank's East Coast Technology Investment Banking group specializing in M&A. Since joining Deutsche Bank in 2005, Lee has executed more than $25 billion in M&A over 20 transactions. He has also been instrumental in sourcing and leading many franchise financing events at Deutsche Bank. Prior to joining Deutsche Bank, he worked in Corporate Finance and Mergers & Acquisitions with Merrill Lynch. Mr. Counselman also worked at The Carlyle Group in its Real Estate buy-out group. He holds an MBA in finance from the Kellogg School at Northwestern University and a BS in business administration with special attainments in commerce at Washington and Lee University. Lee is also a CPA.

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Court Coursey, Managing Partner, TomorrowVentures
Venture Alpha East Speaker

Bio to come...

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Steve Cowan, Founder & Managing Director, 57 Stars
Buyouts East Speaker

Steve Cowan is a Founder and Managing Director of 57 Stars, an independent global investment manager owned and managed by its investment team. With approximately USD 1.5 billion under management, 57 Stars is focused on partnership and co investment in select private equity markets outside of the United States, primarily in emerging markets. Operating out of five offices around the world, 57 Stars team has approximately 100 years of collective experience investing in international private equity markets.

Prior to 57 Stars, Mr. Cowan served in the Investment Funds Department of the Overseas Private Investment Corporation (OPIC). He received his AB from Brown University, a JD from the Harvard Law School, and, during college, participated in the Yale in China program at the Chinese University of Hong Kong.

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John Crocker, Managing Director, Deutsche Bank AG, Filiale New York
Buyouts East Speaker

Bio to come...

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Andrew Dakos, Principal/Portfolio Manager, Bulldog Investors
HedgeWorld East Speaker

Andrew Dakos joined Bulldog Investors in 1999 and serves as a Principal of the firm. Together with co-founder Phil Goldstein, he manages the firm’s investment strategy. He is an acknowledged authority on value investing and shareholder activism who has been a featured speaker at industry forums, appeared as a guest on CNBC, and been quoted in investment publications such as The Investor’s Guide to Closed-End Funds and Value Investor Insight. Dakos serves as a director of the Mexico Equity and Income Fund Inc., Brantley Capital Corporation, Imperial Holdings and Special Opportunities Fund, Inc. He also currently serves as a Principal of Brooklyn Capital Management, LLC, an SEC-registered Investment Adviser, and is president of Special Opportunities Fund, Inc. Mr. Dakos received his undergraduate degree from the University of Delaware.

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John Daly , Chairman Investment Committee, Culinary Institute of America/IMMS
AIMS Speaker

JOHN N. DALY, CIMA – Mr. Daly is President of IMMS LLC, a third-party investment management marketing firm which he founded in 2007. He has over 50 years of experience in the Financial Services industry, beginning with 23 years at E.F.Hutton, where he ran the Syndicate Department, the Commodities Division and the Asset Management Division. Following Hutton, he went to Salomon Brothers, both in New York and London, where he headed the Private Client Division and International Equity Capital Markets. In 1990, Mr. Daly joined Richard Schilffarth and Associates, a firm that taught Investment Consulting to regional brokerage firms and their individual Financial Advisors and in 1993 joined Spears Benzak, Salomon & Farrell to run the Managed Account Marketing effort. In 1999, he moved to Trainer, Wortham & Co. to begin and run a Managed Accounts effort and followed that by joining Prudential Investments as the Senior Managed Accounts Specialist from 2002 to 2005.

Mr. Daly was graduated from Yale University and completed the Harvard Business School Advanced Management Program in 1979. He was a Founding Trustee of the Money Management Institute and is a member of IMCA and a Director of the New York Metropolitan Chapter of IMCA. He is a Trustee Emeritus of the Culinary Institute of America and served as Board Treasurer and Chairman of the Finance Committee from 1994 – 2003 and has been Chairman of the Investment Committee of the Institute for the past 20 years. He also served as Treasurer and a Director of the Historical Society of the Town of Greenwich, Connecticut, where he and his wife, Barbara reside.

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Daniel L. Daniels, Partner, Wiggin & Dana LLP
HedgeWorld East Speaker

Mr. Daniels is a partner in Wiggin and Dana's Private Client Services Department. He divides his time between the firm's Greenwich and New York offices. Mr. Daniels focuses his practice representing business owners, private equity and hedge fund founders, corporate executives and other wealthy individuals and their families. He has also served as an expert witness on the subject of the vulnerability of trusts to claims in divorce. He is included on Worth magazine's list of the top 100 trust lawyers in the United States. He is a Fellow of the American College of Trust and Estate Counsel and is listed in The Best Lawyers in America in the categories of Trusts and Estates and Trust Litigation. He received his A.B., summa cum laude, from Dartmouth and his J.D., cum laude from Harvard Law School. Mr. Daniels is a co-author of the book, Trusts and Estates Legal Strategies (2008 Aspatore Books) and has written for various publications, including Trusts and Estates magazine, Estate Planning magazine, Practical Tax Strategies magazine, the National Law Journal and Exempt Organization Review. He also has been quoted on trust and tax-related subjects in the Wall Street Journal, Kiplinger's Personal Finance and Financial Planning.

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Martin Day, Partner , Caledon Capital
Buyouts East Speaker

Martin Day is a partner at Caledon Capital Management, an independent private markets investment specialist and portfolio manager based in Toronto, Canada. Caledon provides customized global private equity and infrastructure investment solutions for institutional investors. Mr. Day has over 20 years of experience in private equity and corporate M&A. Prior to Caledon, Mr. Day was Managing Director at OMERS Private Equity (OPE), the organization responsible for investing the private equity allocation of the $55 billion Ontario Municipal Employees Retirement System. At OPE, Mr. Day was responsible for managing the OPE private equity funds and co-investment program with a committed value of over $4 billion and over 50 global fund relationships.

Prior to OPE, Mr. Day previously worked in corporate development and general counsel positions with EdgeStone Capital Partners and PC DOCS Group International, a TSX and NASDAQ listed company. Martin began his career working in the Toronto and Hong Kong offices of Goodmans LLP. Mr. Day holds a BA from York University, an LL.B. from Osgoode Hall Law School, and a MBA from the Schulich School of Business (York University).

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Martin Day, Partner, Caledon Capital
AIMS Speaker

Martin Day is a partner at Caledon Capital Management, an independent private markets investment specialist and portfolio manager based in Toronto, Canada. Caledon provides customized global private equity and infrastructure investment solutions for institutional investors. Mr. Day has over 20 years of experience in private equity and corporate M&A. Prior to Caledon, Mr. Day was Managing Director at OMERS Private Equity (OPE), the organization responsible for investing the private equity allocation of the $55 billion Ontario Municipal Employees Retirement System. At OPE, Mr. Day was responsible for managing the OPE private equity funds and co-investment program with a committed value of over $4 billion and over 50 global fund relationships.

Prior to OPE, Mr. Day previously worked in corporate development and general counsel positions with EdgeStone Capital Partners and PC DOCS Group International, a TSX and NASDAQ listed company. Martin began his career working in the Toronto and Hong Kong offices of Goodmans LLP. Mr. Day holds a BA from York University, an LL.B. from Osgoode Hall Law School, and a MBA from the Schulich School of Business (York University).

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Anne Dinneen, Director of Investments, The James Irvine Foundation
Venture Alpha East Speaker
AIMS Speaker

Anne Dinneen is the Director of Investment for The James Irvine Foundation. She has been with the Foundation since 2004 and manages the endowment in its entirety as a generalist. In collaboration with the Chief Investment Officer and other investment staff, Ms. Dinneen is responsible for the sourcing, evaluation, recommendation and monitoring of the Foundation's investment managers, investment opportunities and portfolio. Prior to joining the Foundation, Ms. Dinneen worked with Barclays Global Investors as a quantitative portfolio manager on the Advanced Active Equities team. She also held equity research positions with Thomas Weisel Partners and Banc of America Securities. Ms. Dinneen has a bachelor's degree in economics from Princeton University and her MBA from the Wharton School of the University of Pennsylvania.

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Robert Discolo, Managing Director - Head of Hedge Fund Solutions Group, PineBridge Investments
AIMS Speaker

Robert Discolo joined the firm in 1999 and is a Managing Director in Alternative Investments and Head of the Hedge Fund Solutions Group which manages approximately $3.5 bn in assets. Mr. Discolo has over 20 years experience with major financial institutions in various capacities relating to investment products, primarily hedge and private equity funds. Previously, he held positions at PaineWebber Inc., Bank Julius Baer, and Merrill Lynch & Co, where his responsibilities included creating portfolios of hedge funds for private and institutional clients, development of hedge fund and private equity products, oversight of business structure and development for hedge funds and hedge fund of funds, and managing the evaluation and selection process of hedge funds for both discretionary and advisory clients. Mr. Discolo also was President of the European Warrant Fund (a NYSE listed closed-end fund) and Julius Baer International Equity Fund. Mr. Discolo received a BS in accounting from St. John's University and an MBA from the Lubin School of Business at Pace University. He holds Series 7 and Series 24 licenses and he is a CFA and CAIA charterholder. Mr. Discolo is also a CPA and a member of the AICPA, CFA Institute, CAIA Association, GARP, and NY Society of Security Analysts.

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Gary S. Domoracki, CEO & General Counsel, Ten Mountain Capital
HedgeWorld East Speaker

Gary S. Domoracki is the CEO and General Counsel of Ten Mountain Capital, a single family office for a family that owns a multi-billion operating company. Prior to Ten Mountain, he was the CEO and a founding partner of Fireman Capital Advisors, a multi-family office that he started from scratch.

Before his work with family offices Mr. Domoracki spent twelve years on Wall Street. He was a Managing Director and the Regional Executive for Deutsche Bank’s private wealth business in New England with over $6 billion in client assets under management. Prior to Deutsche Bank, Mr. Domoracki was the Regional Manager responsible for the Credit Suisse Private Bank in New England. Mr. Domoracki started his investment career as a top investment advisor at DLJ and Credit Suisse where he worked with clients who were successful entrepreneurs who sold their companies and executives of public companies.

Prior to working on Wall Street Gary practiced law for seven years concentrating on real estate, banking and general corporate law. He received his J.D. from Boston University School of Law, his M.B.A. from the Tuck School of Business at Dartmouth College. He is a graduate of Middlebury College and Brooks School.

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Joseph Drohan, Senior Managing Director, Kstone Partners
AIMS Speaker

Mr. Drohan is the Senior Managing Director at KStone Partners LLC. In this capacity Mr. Drohan oversees the research, due diligence and portfolio construction process for KStone's investments into the underlying hedge funds. He is a member of the firm’s investment committee and valuation committee.

Prior to his role at KStone he was the head of the Private Equity Group at Union Bancaire Privee Asset Management (UBPAM), where he built out the private bank's global Private Equity platform. The Group invested in leveraged buyout funds, mezzanine, distressed and venture funds. In that position he worked with the UBP international research team to analyze all illiquid and long lockup alternative products, and performed diligence on all managers offering hybrid hedge and private equity investment products . Mr. Drohan was a member of the Investment Committees of the Selectinvest Private Equity Access Fund, Ltd (Cayman Islands), and the Diamond I SICAV Fund, a publicly traded SICAV fund listed on the Luxembourg Bourse.

Prior to establishing the UBPAM Private Equity platform, Mr. Drohan was the Co-Founder and President of a private equity backed revenue cycle management platform in the healthcare services sector. The firm provided ASP based cash management, and accelerated accounts receivable solutions to improve cash flow. The firm was sold to a strategic competitor in 2007. He has served on several private and public company boards.

Mr. Drohan received a Masters Degree from Long Island University in 1991 where he was an adjunct professor and a BA from Mercy College in 1980.

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Clay Drury, CIO, Jordan Family Enterprises
AIMS Speaker

Clay Drury has worked in the family office space for over seven years and currently oversees a diverse, international portfolio for a family in Chicago. His duties include the analysis and recommendation of hedge funds, private equity, stocks and bonds, etc., and the allocation of such. He received a J.D. and an M.B.A. from Pepperdine University and a B.S. from Vanderbilt University. He is a licensed member of the Illinois Bar, and is a CFA charterholder. Clay enjoys cycling and skiing with his family.

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Michael Duran, Partner , Millstein & Co.
Buyouts East Speaker

Mr. Duran, a veteran private equity investor, leads Millstein & Co.’s principal investing activities as well as the firm’s joint venture with Third Avenue Management.

Mr. Duran was most recently a Managing Director and member of the investment committee at Ripplewood Holdings. In his thirteen years at Ripplewood, he executed successful domestic and international control investments in many industries, including business services, industrials, consumer products, direct marketing, telecom equipment and consumer electronics. Mr. Duran was an integral member of Ripplewood’s fundraising efforts over multiple funds during his tenure. He has completed in excess of $3 billion of debt and equity financing arrangements as a principal investor in various companies. In addition, Mr. Duran held numerous board positions for Ripplewood portfolio companies.

Prior to joining Ripplewood, Mr. Duran worked in mergers and acquisitions at Broadview, a technology-focused boutique investment bank, in both their New York and London offices. While at Broadview, he completed a variety of transactions for companies including AT&T, IBM, Cincinnati Bell, and BMC Software. Mr. Duran is a member of the board of Diversified Distribution Systems LLC.

Mr. Duran is a graduate of Georgetown University, where he studied finance and international business.

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Alex Earls, Partner, Gryphon Investors
Buyouts East Speaker

Bio to come..

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Jamie Ebersole, Senior Investment Director, SL Capital Partners
Buyouts East Speaker
AIMS Speaker

Jamie Ebersole is a Senior Investment Director and head of the SL Capital Boston office. He joined SL Capital in 2008 and is responsible for the investment activities in North America. Mr. Ebersole sits on the Advisory Boards of several leading North American private equity funds and is also responsible for SLCPs coverage of Latin America.

Prior to joining SL Capital, Mr. Ebersole spent eight years at Allianz in a number of roles of increasing responsibility, the last of which was Managing Director and Head of the New York office for Allianz Private Equity Partners. Mr. Ebersole has an MBA from the McCombs School at the University of Texas, an MBA from the Pontificia Universidad Catolica de Chile and a combined BA/MA from Tufts University. Mr. Ebersole is a CFA charterholder and fluent in Spanish and German.

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David Ethridge, Senior Vice President, NYSE Capital Markets Group, NYSE Euronext
Venture Alpha East Speaker

Prior to joining NYSE Euronext, Mr. Ethridge worked for 20 years in global banking firms developing strategic and capital raising plans for corporate clients across industries. Most recently, he managed the clean technology investment banking team at Cowen and Company that included bankers in New York, San Francisco and Shanghai. Prior to that, Mr. Ethridge helped lead the IPO of Cowen, as well as run the firm’s private placements group and financial sponsor coverage.

Mr. Ethridge’s banking career has included over 10 years as a senior banker at Cowen and Company, 7 years in equity capital markets and corporate finance at JP Morgan and two years prior to business school at Bank of America.

Mr. Ethridge is a 1988 graduate of Davidson College where he received a BA in Economics. He followed his undergraduate studies with a year of study in Indonesia, India and Egypt as a Thomas J. Watson Fellow, as well as an MBA from Harvard Business School in 1993.

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Jeff Fagnan, Partner, Atlas Venture
Venture Alpha East Speaker

Jeff Fagnan is a partner in the technology group and focuses on emerging companies in enterprise and Internet infrastructure. Mr. Fagnan is well known as a founding investor and has worked with many companies since inception. Mr. Fagnan incubated Bit9, angel funded and seeded AngelList, and co-founded Abine and Veracode. He is responsible for leading the initial seed rounds in Chill, InsightSquared, LuckyLabs, Snapguide, Keas, and Songbird. In addition, Mr. Fagnan sits on the board of DataXu, Grockit, Hopper, and Kalido, and has been instrumental in developing many portfolio companies’ initial business plans and go-to-market strategies. Prior to joining Atlas in 2004, Mr. Fagnan was a partner with Seed Capital Partners where he focused on spinning innovation out of MIT and Harvard. While at Seed Capital, Mr. Fagnan was the lead and founding investor in several companies including DataPower Technology (acquired by IBM) and Polychromix (acquired by ThermoFisher). Before venture, Mr. Fagnan worked for Booz Allen & Hamilton and Nortel Networks. Mr. Fagnan is founder and president of TUGG (Technology Underwriting Greater Good), a non-profit foundation harnessing “crowd-sourced philanthropy” to catalyze social innovation in New England. Mr. Fagnan was also a founder of Koffee for Kids, a non-profit company in Rochester, New York. He is a prominent speaker on innovation. In 2012, Mr. Fagnan was voted to the “Power 50″ list of most influential Bostonians in the Boston Business Journal and was also named to its “40 under 40″ list in 2009. Mr. Fagnan received an MBA, with distinction, from the William E. Simon Graduate School of Business at the University of Rochester, and a BS from the University of Alaska. An adventure athlete and environmental enthusiast, Mr. Fagnan is a frequent mountain climber and recently completed his first IRONMAN.

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Kirk Falconer, Director of Research, Private Equity, Thomson Reuters - Canada
AIMS Speaker

Mr. Falconer manages Thomson Reuters’ customized research and advisory services pertaining to private equity market activity, with a particular focus on Canada. He has authored numerous published and unpublished reports for market practitioners, market agents and observers, and public policymakers. Mr. Falconer also advises and supports Thomson Reuters’ personnel on related survey work, data methodology, and quality control systems.

Mr. Falconer also performs other key duties for Thomson Reuters, including networking with senior general partners, limited partners, and service providers active in North American and global private equity markets, speaking engagements and presentations, participation in government and industry panels, and media liasion and commentary.

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Rod Favaron, President & CEO, Spreadfast
Venture Alpha East Speaker

Rod Favaron is responsible for overall company operations and long-term strategic direction. Prior to Spredfast, Rod guided Lombardi Software from an early start-up into a global leader in BPM solutions acquired by IBM in 2010. Prior to joining Lombardi, Rod served as CEO of Mediaprise, Inc., a brand asset management software company; SVP Sales & Marketing for pcOrder.com, a pioneer in e-commerce software and internet content services; and as General Manager at Mentor Graphics Corporation. Mr. Favaron earned a bachelor’s degree in Industrial Engineering from Louisiana State University, and an MBA from the University of Dallas Graduate School of Management. Mr. Favaron serves on the board of Bypass Lane, Perception Software, the Austin Technology Council and is a mentor to many technology entrepreneurs.

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Daniel Feder, Senior Investment Manager, Private Equity & Venture Capital, Covariance Capital Management
Buyouts East Speaker

Dan is the Senior Investment Manager for Private Equity and Venture Capital at Covariance Capital Management.

Dan has worked in the private securities industry for 24 years as an attorney and an investor. Most recently, Dan was the Managing Director of Private Markets for the Sequoia Capital Heritage Fund where he helped develop an endowment style (multi-asset class) investment management service sponsored by Sequoia Capital.

Prior to joining Sequoia Capital, Dan was the Managing Director of private equity and venture capital with the Princeton University Investment Company (“Princo”) – the investment office for Princeton University’s endowment. At Princo, Dan led the development of a $4.0 billion global private equity and venture capital portfolio, including 168 fund commitments in the U.S., Europe, Asia, Africa, Latin America, and Australia. Approximately half of the manager relationships established by Dan were instituted with newly-formed firms or firms raising their first institutional capital. Dan has served on the Advisory Boards of over 60 private equity and venture capital funds.

Dan began his career as an attorney in the area of corporate finance (private placements, buyouts, project financings, securitizations, bankruptcies, and corporate reorganizations). After serving as in-house counsel at CIGNA Investment Management, Dan joined the investment team at CIGNA as a Vice-President, where he completed a broad range of transactions, including control buyouts of middle market manufacturing and service companies. Prior to joining Princo, Dan was a Portfolio Manager in the private equity area at CalPERS.

Dan holds a B.A. cum laude in Political Science from the University of Massachusetts (1984), a J.D. cum laude from the Boston University School of Law (1987), and an M.A. in Economics from Trinity College (1997). He is a Fellow in the American College of Investment Counsel and has earned the Chartered Financial Analyst designation.

Covariance Capital Management is an independent subsidiary of TIAA-CREF that provides outsourced investment management services to clients with long investments horizons, such as endowments and foundations.

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Anne-Marie Fink, Chief Investment Officer, Employees Retirement System of Rhode Island
PartnerConnect East Speaker

Anne-Marie Fink serves as Chief Investment Officer for the State of Rhode Island, overseeing investment of the $7.6 billion defined benefit plan of the Employees' Retirement System of Rhode Island, as well as ERSRI's defined contribution program and the state's cash management. Prior to joining the state in 2012, she was a Managing Director at J.P. Morgan Private Bank where she managed a portfolio of hedge funds for five years. Previously she spent 11 years in J.P. Morgan's Asset Management division as an equity analyst covering a variety of industries from railroads and furniture manufacturers to cable networks and internet media.

Additionally, she is the author of The MoneyMakers: How Extraordinary Managers Win in a World Turned Upside Down (Crown, 2009), a book that reveals how shareholders want company leaders to run their businesses. She earned her B.A. from Yale University and her M.B.A. from Columbia Business School.

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Anne-Marie Fink, Chief Investment Officer, Employees Retirement System of Rhode Island
AIMS Speaker

Anne-Marie Fink serves as Chief Investment Officer for the State of Rhode Island, overseeing investment of the $7.6 billion defined benefit plan of the Employees' Retirement System of Rhode Island, as well as ERSRI's defined contribution program and the state's cash management. Prior to joining the state in 2012, she was a Managing Director at J.P. Morgan Private Bank where she managed a portfolio of hedge funds for five years. Previously she spent 11 years in J.P. Morgan's Asset Management division as an equity analyst covering a variety of industries from railroads and furniture manufacturers to cable networks and internet media.

Additionally, she is the author of The MoneyMakers: How Extraordinary Managers Win in a World Turned Upside Down (Crown, 2009), a book that reveals how shareholders want company leaders to run their businesses. She earned her B.A. from Yale University and her M.B.A. from Columbia Business School.

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Eric T. Fitzgerald, Director - Alternative Investments, MetLife Investments
Venture Alpha East Speaker

Eric T. Fitzgerald is responsible for MetLife’s private equity fund commitments in venture capital, growth equity, power and energy, and infrastructure. Mr. Fitzgerald has 20 years of experience in the financial services industry and has been involved in the private equity investment community for the last eleven years. Over the course of his private equity career, Mr. Fitzgerald has sourced, closed and managed over $1 billion in fund investment opportunities. He joined MetLife from Thomas Weisel Partners in 2008, where he was a partner responsible for their private equity fund of funds program. The program focused exclusively on venture capital and growth equity fund opportunities. Prior to his role with TWP, Mr. Fitzgerald was a senior analyst for Liberty Mutual's private equity markets group, which focused exclusively on private equity fund commitments, covering venture capital, buyout and special situation fund opportunities. Prior to his private equity career, Mr. Fitzgerald spent nine years with Fidelity Investments. Mr. Fitzgerald holds a B.S. in Economics from Union College and an M.B.A from the F.W. Olin Graduate School of Business at Babson College.

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Michael Fitzgerald, Contributing Editor, MIT Sloan Management Review
Venture Alpha East Speaker

Michael Fitzgerald writes about innovators and their impact on our world. A contributing editor for MIT Sloan Management Review, he’s also written for The Economist, The New York Times, Newsweek, Fast Company, the Venture Capital Journal and many other publications. An award-winning writer and editor, he was a 20011 Nieman Journalism Fellow at Harvard University and a 2007 Templeton-Cambridge Journalism Fellow in Science and Religion.

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Benoit Flammang, CEO, Beninvest & Associates
AIMS Speaker

Benoit J.P. Flammang was raised in Belgium and lives in the US since 25 years. He started his career at IBM Belgium, where he was the youngest salesman. He successfully restructured a money-losing R&D/Manufacturing telecom company in Raleigh, NC in 1988 and moved on to New York in 1989. Mr. Flammang created Beninvest in 1992 and has over 20 years of experience in investing. He has over 13 years of personal international investment experience in alternatives: Hedge Funds, Private Equity (in Brazil, India, the US and Europe) and Real Estate. He raised money in Europe, Latin America, the Middle East and Japan. He is a member of ABANA.

Mr. Flammang was an advisor to the Antwerp Diamond Bank for a private equity fund in the diamond value chain. He and his partners in Belgium, Luxembourg and Switzerland have advised many investors and investment managers around the world. Mr. Flammang was a partner in the establishment of the merchant bank of the Hinduja Group in New York.

As a hobby, Mr. Flammang created, published and distributed in 48 countries the first English buyer's guide in the world of new prestigious wristwatches . He sold the company in 2000.

Mr. Flammang was a longtime advisor for Foreign Trade to the Belgian Government, nominated by the King, and director of the Belgian chamber of commerce in NY. He received his B.A. in Applied Economics from ICHEC in Brussels. He is fluent in English, Dutch/Flemish and French and conversational in German. He is a Luxembourg citizen and US resident

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Michael Flood, Managing Director, Northleaf Capital Partners
Buyouts East Speaker

Bio to come..

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John Fox, Co-Portfolio Manager, Hedge Funds, SCS Financial Services
AIMS Speaker

John joined SCS Financial Services in 2012. He has over 16 years of experience in business and investment management. As co-portfolio manager, John works with Ken Minklei in determining strategy allocation, portfolio construction, manager selection and portfolio risk management. John is also responsible for overseeing research into hedge fund managers. Prior to joining SCS, he worked for Cambridge Associates as a senior hedge fund consultant responsible for asset allocation strategy, manager selection, and investment program evaluation. John worked with endowments and foundations, pension funds and private clients. He was also a member of the Pension Advisory Team. John was also a Director and Client Portfolio Specialist at PanAgora Asset Management, where he worked with institutional clients and Sovereign Wealth Funds advising on a variety of investment solutions. In this role, his responsibilities included product development and marketing and led a team of Portfolio Analysts. John also held investment analyst positions with Pioneer Investments and Putnam Investments. John earned an AB in Biochemical Sciences from Harvard College and an M.B.A. in Finance, Economics, and Entrepreneurial Concentrations from the University of Chicago Graduate School of Business.

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David Frankel, Managing Partner, Founder Collective
Venture Alpha East Speaker

David Frankel is co-founder & Managing Partner of New York and Boston based Founder Collective & has led FC’s investments in companies such as Seatgeek, Coupang & Paddle8. Previously, Mr. Frankel was the CEO & co-founder of Internet Solutions, the largest ISP in Africa (sold to NTT Didata). In 2008, Mr. Frankel and his partners led the $250m “New Dawn” African satellite project together with Intelsat.

Companies in which Mr. Frankel has personally provided the first term sheet or substantial seed capital include: Siteadvisor (sold to McAfee), Brontes (sold to 3M), Getmein (sold to Ticketmaster), Context Optional (sold to Adobe), hunch (sold to eBay), OPower, MediaRadar, bigthink and olo.com. Mr. Frankel serves as a non-executive director on the board of Rand Merchant Bank. He is a founding board member of Endeavor South Africa. In 2000, David was voted the South African Technology Achiever of the Century. The World Economic Forum later selected him for the Global Leader of Tomorrow (GLT) program. David holds an honors degree in Electrical Engineering (Wits) and, post selection for the Fulbright Foreign Scholarship Program, earned an MBA with distinction from Harvard.

Mr. Frankel lives with his wife Tracey and their 4 daughters in Boston.

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Diana Frazier, Managing Partner, FLAG Capital Management
Venture Alpha East Speaker

Diana H. Frazier is Co-Founder and Managing Partner of FLAG Capital Management, a fund-of-funds for individuals, families, foundations and educational endowments investingonly in top-tier venture capital, private equity, international, and real assets funds with $4.4 billion under management. She is a Board member of the National Venture Capital Association, a Charter Member of the Business Leadership Council of Wellesley College, member of the MIT Sloan School of Management Dean’s Advisory Council and recipient of the FWA 2005 Distinguished Entrepreneur Award. Ms. Frazier has also been Managing Director of Kapor Enterprises, Inc., an executive at BancBoston Ventures, becoming president in 1988, Director of NASBIC, and a Founding Advisor to the Institute for Private Investors.

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Marc Friedberg, Managing Director, Wilshire Associates
Buyouts East Speaker

Mr. Friedberg is a managing Director within Wilshire Private Markets. He serves as member of WPM’s business committee and leads the private markets advisory and customized solutions efforts. He is also responsible for sourcing, performing due diligence, and monitoring investments across private markets sectors within the US. Prior to joining Wilshire Private Markets in 2010, he was a Managing Director in Wilshire Consulting, which he joined in 1999. He has consulting experience with many types and sizes of investment funds, including corporate and public pension funds, endowments and foundations. Mr. Friedberg has extensive experience structuring institutional portfolios across all asset classes for a broad range of client types and portfolio objectives. In addition to his responsibilities as a general consultant, he led the consulting division’s efforts relating to private equity. These efforts include portfolio structuring and due diligence. Marc received a BA degree as a dual business/communications major and an MBA with a concentration in finance and economics from the University of Pittsburgh. He also holds the Chartered Financial Analyst designation and is a member of the Pittsburgh Society of Financial Analysts.

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Bruce Frumerman, President, Frumerman & Nemeth Inc.
HedgeWorld East Speaker

Bruce Frumerman is founder and CEO of Frumerman & Nemeth Inc. (www.frumerman.com), a communications and sales marketing consultancy that helps financial services firms create brand identities for their organizations and develop and implement effective new marketing strategies and programs. The firm was named 2013 U.S. Marketing Firm Of The Year For Hedge Funds by Acquisition International Magazine's International Hedge Fund Awards. Founded in 1987 pre-Crash, Frumerman & Nemeth's work has helped money management clients attract over $7 billion in new assets, yet they are not third-party marketers.

His firm helps financial services clients to develop better buyer-focused positioning strategies and storylines to differentiate them from their competitors; create more cogent and compelling sales presentations and marketing materials to better tell their story throughout the selling cycle; and use media relations marketing and industry conference speaking opportunities to help establish a branded identity for their organization by generating third-party endorsement for the expertise of their people, the value of their services and the quality of their products.

Mr. Frumerman has over thirty years experience in corporate branding, product positioning, public relations, sales marketing, advertising and investor relations. He is a frequent speaker at various conferences for hedge fund managers, institutional and Separately Managed Accounts money managers, investment management consultants, and Third-Party Marketers where he addresses the topic of marketing money management services. Also, he has been published addressing the subject for Reuters HedgeWorld, FINAlternatives, Emerging Manager Monthly, CanadianHedgewatch, Emerging Manager Focus, International Financing Review, Traders Monthly, HedgeConnection, TAAAPs (The Alliance of Alternative Asset Professionals) and Investor Relations Newsletter.

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Danielle Fugazy, Contributing Editor, Buyouts Magazine
AIMS Speaker

Bio to come...

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John Furrier, Editor, CEO & Founder, SiliconAngle Media
Venture Alpha East Speaker

John Furrier is founder, CEO, and Editor-in-Chief of SiliconANGE.com, a new media company covering the intersection of computer science and social science.

SiliconANGLE combines the best in publishing, webTV, data science, and research to provide the best Breaking Analysis on the most important trends in technology business.

John is the cohost of the popular new techTV program theCUBE which broadcasts live commentary and analysis from the top technology events around the world.

In addition to SiliconANGLE John runs Broadband Developments a private incubator and investment firm for creating new startups. John lives in Palo Alto California with his wife and four kids. You can find John on Twitter @Furrier or on Linkedin http://www.linkedin.com/in/furrier

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Brian Gallagher, Partner, Twin Bridge Capital Partners
Buyouts East Speaker

Brian Gallagher co-founded Twin Bridge Capital Partners and has extensive experience in the middle-market buyout industry. He shares responsibility for all aspects of the Firm's investment and fundraising activities. Based in Chicago, Twin Bridge Capital Partners focuses on investing in buyout funds and co-investments throughout North America, with a particular emphasis on middle-market buyouts. Twin Bridge manages over $1 billion in customized separate accounts for large, institutional investors. Mr. Gallagher serves on the Investment Committee of Twin Bridge Capital Partners.

Before co-founding Twin Bridge, Mr. Gallagher worked for UIB Capital, where he was responsible for leading private equity investments in the United States. Mr. Gallagher was also a Partner at PPM America Capital Partners, where he led investments in private equity funds and co-investments. Mr. Gallagher began his career at Arthur Andersen.

Mr. Gallagher is a board member of Renew Life, the Grosvenor Registered Multi-Strategy Master Fund and HFS Chicago Scholars. He also holds numerous board observer seats. Mr. Gallagher earned his MBA at Northwestern University and a BA in Accounting from the University of Notre Dame. He holds the Chartered Financial Analyst designation and is a Certified Public Accountant. Mr. Gallagher is a member of the CFA Institute, the AICPA and the Association for Corporate Growth.

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Diane Garnick, CEO, Clear Alternatives
HedgeWorld East Speaker

Diane Garnick is the CEO of Clear Alternatives, an asset management firm specializing in Behavioral Economics, which happens to be owned and operated by women. She oversees the firm’s research and investment activities and brings over 17 years investment experience to the firm. She also serves as a Trustee on the Investment Committee of CHRISTUS Health, a health system providing faith-based care in Arkansas, Louisiana, Oklahoma, Texas, and in Mexico, through more than 40 hospitals and clinics. Garnick has authored hundreds of reports that focus on portfolio construction, volatility, corporate actions, equity indices, exchange traded funds (“ETFs”), futures, options, accounting and taxation. She has spent her career focused on pensions, foundations and endowments in a variety of roles. She began her career as an Equity Derivative Strategist at Merrill Lynch where she spearheaded the firm’s global pension initiative and provided valuable insight to plans considering various investment strategies. She moved on to become the Global Investment Strategist at State Street Global Advisors, where she focused on developing their enhanced, ETF, and fiduciary businesses. More recently she was the Investment Strategist at Invesco, one of the world's largest entirely active asset management firms. Garnick holds an MBA from the University of Chicago Booth School of Business, a BBA in Accounting from Hofstra University, and is a Certified Public Accountant.

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Steve Gelsi, Senior Editor, Buyouts
Buyouts East Speaker

Steve Gelsi (pronounced “Jelsi”) will be joining the Buyouts team Monday as senior editor…He replaces Bernard Vaughan, who’s now tearing it up for Reuters on the federal court beat…Steve has spent the last 15 years as a journalist and video correspondent for Dow Jones MarketWatch…There he’s worked a variety of beats, from energy and IPOs to economics, technology and politics…Steve is fluent in most of the major news formats popular today—straight news stories, news analysis, feature stories, blog posts, Web video, television, radio and, of course, Twitter (@SteveGelsi)…For Buyouts, Steve’s main responsibility is covering the fundraising and deal-making activities of U.S. buyout shops…On a personal note, Steve lives in Montclair, N.J.…He’s a past president of the New York Financial Writers’ Association , famous for its annual Follies skits

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Lorraine George-Harik, Founding Partner , HPM Partners
HedgeWorld East Speaker

Ms.George-Harik is a Founding Partner of HPM Partners, an independent investment advisory firm and multi-family office co-founded with the Howard P. Milstein Family, for affluent families, foundations, endowments and privately held firms.

Prior to joining HPM Partners, Lorraine was a member of the Chairman’s Council and Managing Director at Citi Private Bank in New York. She managed client family relationships and their closely-held businesses, responsible for the construct and delivery of wealth management and credit strategies. Ms.George-Harik has extensive experience in corporate and international banking. She was a Director of Citigroup’s Merchant Bank, responsible for private and institutional investments, and served on the Vice Chairman’s Special Projects Team for sovereign acquisitions of precious metals. She was a Director of Citicorp International Trading Company in New York, and a Global Manager in the World Corporate Group responsible for Fortune 500 clients headquartered in the US, Europe and Latin America.

Prior to joining Citigroup, she was a Vice President in First Chicago’s International Banking Department and served as Assistant Branch Manager for sovereign wealth agencies in Abu Dhabi, UAE. Ms.George-Harik earned her B.A. in Middle East Studies with Distinction from the College of Wooster and completed the Executive Program at the London School of Economics. Her affiliations include: American Friends of the Louvre, Partners in Health and the St. Jude Children’s Hospital. She is a member of the Professional Advisory Council of the Metropolitan Museum of Art and the Family Office Councils at Yale Universtiy and NYU Stern School of Business.

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Joanna Glasner, Senior Editor, peHUB.com
Buyouts East Speaker

Joanna Glasner is a senior writer at Reuters, where she is a regular contributor to Venture Capital Journal and peHub.com. Her areas of focus include venture capital and private equity fundraising, startup investment trends, M&A and the IPO market. Based in the San Francisco Bay Area, Ms. Glasner has been covering business and technology news for more than a decade, previously at Wired as well as numerous online and print publishers. Ms. Glasner received a master's degree in journalism from Columbia University and a bachelor's degree with a concentration in literature from New College of Florida.

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Joanna Glasner , Senior Editor, peHUB.com
Venture Alpha East Speaker

Joanna Glasner is a senior writer at Reuters, where she is a regular contributor to Venture Capital Journal and peHub.com. Her areas of focus include venture capital and private equity fundraising, startup investment trends, M&A and the IPO market. Based in the San Francisco Bay Area, Ms. Glasner has been covering business and technology news for more than a decade, previously at Wired as well as numerous online and print publishers. Ms. Glasner received a master's degree in journalism from Columbia University and a bachelor's degree with a concentration in literature from New College of Florida.

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Jeffrey Goldfarb, Assistant Editor, Breakingviews
PartnerConnect East Speaker
Buyouts East Speaker

Jeffrey Goldfarb is a New York-based assistant editor with a focus on Wall Street, private equity, M&A and the media industry. Before becoming a columnist, Mr. Goldfarb wrote about banking, deals, international trade, healthcare and the Internet. From London, he oversaw Reuters’ reportage on the European media sector and later ran the corporate finance team. Mr. Goldfarb joined Breakingviews in November 2007, where he helped lead the service’s coverage of the financial crisis. Mr. Goldfarb has a master’s in journalism from Columbia University and a bachelor’s degree in finance from The George Washington University.

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Alastair Goldfisher, Editor in Chief, Venture Capital Journal
Venture Alpha East Speaker

Alastair Goldfisher heads up Venture Capital Journal, a Thomson Reuters publication that covers the VC industry. He also contributes to peHUB.com as a blogger and as an editor. Mr. Goldfisher primarily reports on venture capital and startups, touching upon such topics as fundraising, investments trends, personnel moves and other news related to the VC industry.

Mr. Goldfisher has worked in business journalism as an editor and a reporter since 1994. In addition to writing about the venture capital community, he also has covered marketing, cleantech, transportation and the business of sports. He has been at Thomson Reuters since 2003. Before joining Thomson Reuters, Mr. Goldfisher was the founding editor of California CEO and before that he was a reporter with the San Jose Business Journal. You can reach him on Twitter, as well as on Google+, Facebook, LinkedIn and numerous other social networking sites. Mr. Goldfisher now has a growing interest in social media as a means to communicate and interact with readers and sources.

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Kenneth Goodreau, CIO, TIG ADvisors
HedgeWorld East Speaker

Bio to come...

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Maurice Gordon, Managing Director, Guardian Life Insurance Company of America
Buyouts East Speaker

Maurice Gordon is a Senior Investment Manager for the Guardian Life Insurance Company of America. He joined Guardian’s investment team in 2010 to continue the execution of their private equity investment initiative responsible for fund investing, co-investing and secondaries. He has over 20 years experience in private equity investing and portfolio management. Maurice has successfully originated and lead 27 direct and co-investment transactions and has managed institutional private equity portfolios totaling over $4.5 billion in a variety of buyout, venture capital, mezzanine and special situation partnerships, hedge funds, private placements and small-cap stock distributions. He has served on 23 company boards of directors and fund advisory boards. Previously, Mr. Gordon spent over six years as a senior manager of a successful co-investment fund located in Chicago. Previously, Mr. Gordon was a managing director of The Hartford Insurance Company's private equity investment group, managing an $800 million diversified private equity portfolio. Previously, he was the managing general partner for the CIGNA Investment Corporations mezzanine limited partnerships. Mr. Gordon began his investment career at The Northern Trust Bank in Chicago. He earned B.A. and M.S. degrees in Economics from the University of Illinois, and is a Chartered Financial Analyst.

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Charles Grace, Senior Consultant, Family Office Exchange
AIMS Speaker

Charles B. Grace, III is Senior Consultant at FOX. Charlie works on strategic planning projects for families and family offices as well as wealth management advisor clients. Assignments have included work on advisor selection, education of the next generation, leadership and succession, governance, family office structuring, among others. Charlie is active on the family office and advisor membership and research sides at FOX, including investment focused studies and other initiatives. He has experience facilitating member and client meetings for FOX.

Charlie has been active for over twenty years in the family office community advising high net worth families and serving as a resource to high net worth families and family offices. He advised on investment portfolios and wealth management generally for almost 10 years working day-to-day at the multi-family office Ashbridge Investment Management LLC and the single family office Ashbridge, LLC. His responsibilities included client relationships, business development, and membership on the firm’s investment committee, as well as business operations and firm strategy as Chairman of the Management Committee of the $1 billion investment advisory firm. Charlie has been quoted in various publications on the subject of private wealth management, including The Wall Street Journal, Financial Times, and Worth Magazine and presented at many conferences focused on private investors and family offices.

Charlie is active on the Board of the single family office Ashbridge, LLC since 1992 and in 2010 was named President of the entity. He is a Trustee and member of the Investment Committee of the non-profit Tuttle Fund, Inc. in New York City. He graduated from the Washington College of Law with a J.D. and is a member of the New York State Bar. He received a B.A. and M.A. in history from Bates College and the American University, respectively.

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Christopher T. Graham, Esq., Founder & Managing Shareholder, The Private Client Law Group
HedgeWorld East Speaker

Christopher Graham is the Founder and Managing Shareholder of The Private Client Law Group. His practice focuses on Family Wealth Planning, drawing on extensive experience with Arthur Andersen along with significant boutique and regional law firms, to develop creative tax minimization, asset preservation, business succession, and business structuring strategies exclusively for high net worth individuals and their closely held businesses.

Integrating these practice areas and applying them holistically to each Client project, The Private Client Law Group produces comprehensive customized plans to provide efficient and effective maintenance and succession of both operating businesses and passive assets. Under Christopher Graham’s leadership, the team of professionals at his firm approaches each project with an open architecture problem solving process that ensures individualized solutions designed to meet Client needs and objectives.

A graduate of Wake Forest University School of Law (JD, 1996) and the University of Michigan (BBA-Accounting, 1992), Christopher Graham is a member of Beta Alpha Psi national honor accounting society, the State Bars of Georgia and North Carolina, and has also been named in the Georgia Superlawyers issue of Atlanta Magazine multiple times. In 2009, he was honored as an Attorney of Distinction in Jezebel Magazine. In 2010, he was honored as one of the Legal Elite by Georgia Trend Magazine. In 2011, he was selected as a Georgia Super Lawyer by Super Lawyers. In addition, the past three years he has been honored as one of Atlanta Magazine’s Five Star Wealth Managers. Mr. Graham writes professional articles for publication and is a regular speaker throughout Atlanta and the Southeast.

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Michael Greeley, General Partner, Flybridge Capital Partners
Venture Alpha East Speaker

Bio to come...

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Logan Greenspan, Associate - Private Equity, MetLife Investments
AIMS Speaker

Bio to come...

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Jason Gull, Partner & Global Head of Secondary Investments, Adams Street Partners
Buyouts East Speaker

As Global Head of Secondary Investments, Jason is responsible for Adams Street Partners’ global secondary investment strategy. He actively participates in all fund investment decisions at Adams Street.

Prior to joining Adams Street in January of 2004, Jason was a Vice President at Landmark Partners, where he was responsible for the origination, valuation and negotiation of private equity secondary investments. He was also involved in the investment process supporting Landmark's co-investment and fund of funds programs. Prior to working with Landmark as a summer associate in 1997, Jason worked with the Salt Lake Olympic Committee from 1993 to 1996 in developing strategic and logistical plans for the 2002 Winter Olympics.

Jason holds an MBA from Yale University and a BA magna cum laude from Brigham Young University. He is a member of the CFA Institute and a chartered member of the CFA Society of Chicago. He sits on advisory boards for three private equity firms within the Adams Street Partners portfolio.

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Sanjay Gupta, Executive Director, Adveq Management
Buyouts East Speaker
AIMS Speaker

Sanjay Gupta leads buyout and distressed investing for Adveq in the US. He currently sits on the advisory board of several funds. In addition, Mr. Gupta leverages his extensive experience by contributing to fund manager diligence for Adveq’s investment activities in India and in the real assets segment.

Prior to joining Adveq in 2008, Mr. Gupta was an Associate in the Leveraged Finance Group of Lehman Brothers in New York. His responsibilities there consisted primarily of providing debt financing to US buyouts. From 2000 to 2003, Mr. Gupta was with FLAG Capital, a US-based private equity fund of funds manager, where he was responsible for executing primary and secondary investments in private equity funds.

Mr. Gupta holds an MBA from the University of Chicago and a bachelor’s degree in economics from George Washington University.

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Jason Gurandiano , Managing Director, Deutsche Bank
Buyouts East Speaker

Jason Gurandiano is a Managing Director in Deutsche Bank’s New York office, and focuses exclusively on exchanges, market intermediaries, and payment processing.

He was hired by Deutsche Bank in 2006 to start the FinTech franchise. Since then, he has originated and closed several marquee deals including the $29.0bn LBO of First Data by KKR, $683mm LBO of TransFirst by Welsh Carson, $2.5bn IPO of MasterCard, $120mm IPO of Cardtronics, $11bn refinancing for First Data, US Bancorp’s $2.1bn acquisition of Nova, $575mm IPO of Vantiv, €2.9bn Demerger / IPO of Accord Services, SS+C's $1 billion acquisition of GlobeOp, Guidewire IPO and TPG acquisition of Convergex Software

Prior to Deutsche Bank, Jason was a key member of the Electronic Financial Services Group at Citigroup where he advised on several industry leading transactions. He previously worked at Credit Suisse (formerly CSFB and DLJ), where he was one of the founding members of the Financial Technology practice.

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Katie Hall, CEO & CIO, Hall Capital Partners
PartnerConnect East Speaker

Katie Hall is Chief Executive Officer and Chief Investment Officer of Hall Capital Partners LLC which she founded in 1994. She is a member of the firm's Executive Committee and Investment Review Committee. Previously, Ms. Hall was a General Partner of Laurel Arbitrage Partners, a risk arbitrage investment partnership that she founded in 1989. Prior to that, she was a General Partner of HFS Management Partners (predecessor to Farallon Capital Partners), HFS Partners I, and Hellman & Friedman. Ms. Hall began her career at Morgan Stanley where she worked in both the risk arbitrage and mergers and acquisitions departments.

Currently, Ms. Hall is the Chair of the Board of Trustees of Princeton University. She also serves on the Board of Trustees of The Andrew W. Mellon Foundation, the Board of Regents of St. Ignatius College Preparatory, and the Board of the UCSF Foundation. She also serves on the Federal Reserve Board's 12th District Economic Council.

Previously, she served as the Chair of the Board of Directors of the Princeton University Investment Company (PRINCO) from 2008 to 2011 and as a director from 1998 to 2011. She also served on the boards of Stanford Management Company, San Francisco Ballet Association, Mills College, Thacher School, San Francisco Day School, Larkin Street Youth Center, Juma Ventures, and Yerba Buena Center for the Arts, as well as the Investment Committee of the UCSF Foundation. She was a Director of the American Century Mountain View Funds from 2002 to 2007.

Ms. Hall graduated cum laude from Princeton University with an A.B. in Economics and earned an M.B.A. from Stanford Graduate School of Business.

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Gordon Hargraves, Partner, Private Advisors
AIMS Speaker

Mr. Hargraves is responsible for primary private equity strategy and industry research, manager sourcing and due diligence, manager selection and portfolio construction, and monitoring of small company fund managers. Prior to joining Private Advisors, Mr. Hargraves was a Partner at Rho Fund Investors and led investments in small buyout and venture capital funds in North America and Europe. Prior to Rho Fund Investors, Mr. Hargraves led the development of the National Bank of Kuwait’s private equity activities in New York. Mr. Hargraves began his private equity career at GCC Investments in Boston, working on growth investments in the United States and Western Europe. Mr. Hargraves received an M.B.A. from the University of Chicago and a B.S. in investments and entrepreneurial studies from Babson College.

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Trey Hart, VP, Northern Trust
Venture Alpha East Speaker

Trey Hart is a Vice President at Northern Trust and currently performs due diligence for both fund and direct investments. Previously, Mr. Hart was an Associate at Kirkland & Ellis LLP in the private equity group, focusing on private equity fund formation. Prior to this experience, he worked at New Enterprise Associates. Mr. Hart is a magna cum laude graduate of Washington and Lee University where he earned his degree in Politics and a magna cum laude and Order of the Coif graduate of the University of Maryland School of Law, where he was an associate editor of the Maryland Law Review. He is a licensed attorney in the State of Illinois. Mr. Hart currently serves as a member of the Baltimore Chamber Orchestra board of trustees and the University of Maryland Francis King Carey School of Law's Alumni Board, where he teaches a seminar on venture capital and entrepreneurship

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John Harthorne, Founder & CEO, MassChallenge
Venture Alpha East Speaker

John Harthorne is the Founder and CEO of MassChallenge, the largest-ever startup accelerator and competition. Startups participating in the 2010 and 2011 MassChallenge accelerator have raised over $250M and created over 2,000 jobs. The 2012 MassChallenge competition received over 1,230 applications from 36 US states and 35 countries. In January of 2011, President Barack Obama identified MassChallenge as one of America’s most effective startup accelerators.

Mr. Harthorne received his MBA from the MIT Sloan School of Management in 2007. While at school, John received Grand Prize in the 2007 MIT $100K Business Plan Competition and received the 2007 Patrick J. McGovern Award for impact on quality and visibility of entrepreneurship at MIT. He also led the 10th annual MIT Global Startup Workshop (GSW) held in Trondheim, Norway. In September 2011, the Boston Business Journal identified Mr. Harthorne as one of Boston's 50 Most Influential Business Leaders, alongside the CEOs of Akamai Technologies, Blue Cross Blue Shield and the Boston Celtics.

Mr. Harthorne is a life-long Massachusetts resident and an avid Red Sox fan. He currently lives in Somerville with his wife Natalia, their 6-year old son Max and their 2-year old girl Yulia.

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Pamela Hendrickson, Chief Operating Officer, The Riverside Company
Buyouts East Speaker

Pam Hendrickson is Chief Operating Officer of The Riverside Company. Ms. Hendrickson leads the largest division of the firm, which is made up of seven departments, including Global Deal Origination and Fundraising. She is the Vice Chairman of the Global Board of Directors for The Association for Corporate Growth (ACG), the organization focused on driving middle market growth. Ms. Hendrickson also received the 2012 Private Equity Manager Leadership Award from Private Equity International, thanks in large part to her years of service in the private equity industry and her innovative leadership with Riverside. She has spent considerable time promoting the benefits of private equity, including testifying before the U.S. Congress on behalf of the industry, and she is an active participant with various advocacy organizations. Prior to joining Riverside in 2006, Ms. Hendrickson spent 22 years in a variety of senior roles at JP Morgan Chase, most recently as the chief of one of the largest regions in its U.S. Private Bank. She holds an MBA in finance and marketing from Northwestern University and a BA in public policy and history from Duke University.

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Marek Herchel, Partner, Head of US Funds Team, AlpInvest
Buyouts East Speaker

Marek Herchal is a Partner in AlpInvest Partners’ Fund Investments team, and heads up the US Funds team. In addition to the US, he focuses on Emerging Markets, specifically the Latin American markets. Mr. Herchal joined AlpInvest Partners in 2004 from Fleet Fund Investors, where he was an Investment Officer responsible for managing a diversified private equity portfolio. Previously, he was a Senior Analyst with State Street, monitoring private equity commitments to 40 buyout and venture capital firms. Mr. Herchal received a BS in Business Administration and a MS in Finance, summa cum laude, from Suffolk University in Boston. He represents AlpInvest Partners on several Advisory Boards.

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John Hill, Co-Founder, Vice Chairman, First Reserve
Buyouts East Speaker

John A. Hill, Vice Chairman and Managing Director, has been with the firm since its founding in 1983. He serves as a senior advisor on investments, investment origination, investor relations and government policy liaison. Prior to acquiring First Reserve with Mr. Macaulay in 1983, Mr. Hill was a co-founder of Meridien Capital Company, a private equity buyout firm. From 1976 to 1981, he served as Senior Vice-President of F. Eberstadt & Co., Inc., an investment banking, research and institutional brokerage firm, as President and Chief Executive Officer of Eberstadt Asset Management and as founding Chairman of the Board of the Eberstadt Energy Fund. Prior to 1976, Mr. Hill spent seven years in the U.S. Federal Government as Deputy Associate Director of the Office of Management and Budget and subsequently as Deputy Administrator of the Federal Energy Administration during the Ford Administration. Mr. Hill currently serves as the Chairman of the Board of Trustees of Sarah Lawrence College, as Lead Director of Devon Energy Corporation, and as a Trustee of the Putnam Mutual Funds (where he served as former Chairman from 2000 to 2011). Mr. Hill holds a Bachelor of Arts degree in Economics from Southern Methodist University and an honorary Doctor of Philosophy degree from Bethel College.

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Neal Hill, VP, Fund Investments, Business Development Bank of Canada
AIMS Speaker

Neal Hill joined BDC Venture Capital in 2012 as Vice President, Fund Investments.

His main responsibilities are to develop BDC Venture Capital’s reputation as an investor of choice, expand BDC’s industry presence and develop sector knowledge, and identify and develop high-potential general partners (GPs).

Mr. Hill has more than 30 years of experience in technology management and marketing, venture capital, and mergers and acquisitions in Canada and the U.S. Before joining BDC, he held senior management and consulting positions in various sectors. Most notably, he was founder and Senior Managing Director of Great Northern Capital, Canada’s first attempt to create a growth-stage venture capital fund of substantial size focusing on emerging technology firms. Prior to this, he was Senior Vice President, Corporate Development, for Cognos Incorporated, the Ottawa-based $1 billion worldwide leader in business intelligence and performance management software, now a unit of IBM. In this role, he was responsible for mergers, acquisitions and strategic alliances, including the IBM alliance that led to its acquisition of Cognos. From 1997 to 2004, Mr. Hill served as Managing Director - Investments of VIMAC Ventures, a Boston-based venture capital firm concentrating on early-stage software firms. While compiling top-quartile investment returns for VIMAC's investors, Neal served on the boards of 14 different early-stage companies, many of which are now strategic operating units contributing strongly to such firms as Motorola, Amazon.com, eBay, and Ciena. Earlier in his career, Neal also was CEO and co-founder of a leading New England advertising and marketing agency, COO of a startup software company, and a Senior Analyst covering database and operating system trends for Forrester Research, an influential consulting and analysis firm in technology industry research. In addition, Neal served as Press Secretary and Legislative Aide for a US Senator in the initial stages of his professional life.

Mr. Hill appears regularly as a speaker at industry events and has been widely published in trade and business journals. He lives in Ottawa, Ontario, with his wife and two sons, and attended Washington University in St. Louis, majoring in Physics and Political Science.

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Eric Hippeau, Managing Director, Lerer Ventures
Venture Alpha East Speaker

Eric Hippeau is a Managing Director at Lerer Ventures. He is the former Chief Executive Officer of The Huffington Post. He is also a Special Partner at Softbank Capital, a U.S. based venture capital firm, making investments in early stage technology and digital media companies. Softbank Capital is an early investor in the The Huffington Post and Mr. Hippeau began serving on the board in August, 2006. Prior to joining Softbank Capital, Mr. Hippeau was Chairman and CEO of Ziff-Davis. He serves on the boards of several public and private companies, including Starwood Hotels, The Huffington Post,Thumbplay and Buddy Media.

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Tom Hobbis, Managing Director, CIT
Buyouts East Speaker

Tom Hobbis is Co-Head and Managing Director of CIT Sponsor Finance. CIT Sponsor Finance provides cash flow and asset-based senior debt for private equity-backed transactions in the middle market throughout the United States and Canada. Mr. Hobbis has nearly 25 years of experience in the finance sector. His areas of expertise include private equity and leveraged finance.

Prior to CIT, he was a Director in the Acquisition Finance Group at ING Capital where he initiated a new calling effort and was responsible for providing acquisition financing to financial sponsors for U.S. middle market leveraged buyouts. Prior to ING, Mr. Hobbis was a Director of the Transportation and Logistics Investment Banking Group at ABN AMRO. While at ABN AMRO, he commenced full-time coverage of the airline sector. Before ABN AMRO, he was with ING Barings and held origination and execution positions in several commercial and investment banking groups.

Mr. Hobbis holds a BA from Gettysburg College and an MBA in International finance from Fordham University.

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Holly Holtz, Managing Director, Shinrun Advisors
Venture Alpha East Speaker

Holly Holtz is Managing Director at Shinrun Advisors, an alternative investments advisory business. A former Senior Director at TIAA-CREF, Ms. Holtz has a 15-year track record (1997-2012) building a diverse multi-billion dollar portfolio in private equity (funds and co-investments), direct mezzanine debt and timber. In private equity, she covered the spectrum of fund categories including mid-market and large-cap buyouts, venture capital and distressed and turnaround strategies. She represented TIAA-CREF on numerous LP advisory committees and as an observer on co-investment company boards. Her background includes structuring and negotiating private placement debt workouts at TIAA-CREF (1992-97) and providing financing for leveraged buyouts at several New York money-center banks (1984-92). Ms. Holtz holds an MBA from Columbia Business School, MA from the University of California, Berkeley, and BA from the University of Michigan.

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Lee Hower, Partner, NextView Ventures
Venture Alpha East Speaker

Lee Hower is a co-founder and Partner at NextView Ventures. He has spent his entire career as an entrepreneur and investor in early-stage software and internet startups.

Mr. Hower started his career as an early employee of PayPal in product and business development roles, through the company's 2002 IPO and sale to eBay. After PayPal, Lee was a co-founder of LinkedIn (NYSE: LNKD) and served as head of corporate development.

Mr. Hower entered the VC world as a Principal at Point Judith Capital, a Boston-based early-stage VC firm, where he helped to build the firm's internet investment practice. At Point Judith Capital Lee led investments in Multiply (acq. by Naspers) and FanIQ (acq. by Datran Media), and was actively involved in the firm's investments in Sittercity and NABsys.

Mr. Hower graduated from the University of Pennsylvania's Management & Technology program, with a BAS in Systems Engineering and a BS Economics from the Wharton School. He was selected as Wharton's Commencement Speaker.

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Jason Huemer, President, Visium Asset Management
HedgeWorld East Speaker

Jason Huemer is President of Visium Asset Management, a multi-strategy hedge fund based in New York. He joined Visium in 2010. He was previously CEO of Atlas Capital Management, a global macro and emerging markets hedge fund firm. Prior to that, he spent four years at SAC Capital, where he was a managing director and the chief operating officer of SAC's Sigma Capital unit. He was also a managing director at Merrill Lynch; President and Founder of Synthesis Funds, a hedge-fund seeding business; and Chief Operating Officer at York Capital Management. Mr. Huemer holds a BA in Philosophy and Economics from Columbia University, where he graduated cum laude and was elected to Phi Beta Kappa, and an MBA in finance from New York University.

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Glenn Hutchins, Co-Founder, Silver Lake
Buyouts East Speaker

Glenn Hutchins is a co-founder of Silver Lake and Co-CEO. He has spent his business career investing in the most rapidly growing and dynamic companies in the U.S. and around the world. Mr. Hutchins is Chairman of the Board of SunGard Corp., a director of the NASDAQ OMX Group, Inc. and Mercury Payment Systems. Previously, he was Chairman of Instinet, Inc., and a director of TD Ameritrade Holding Corp., Seagate Technology, MCI, Inc., Gartner, Inc. and Sabre, Inc.

Mr. Hutchins is active in public and charitable service. Mr. Hutchins served President Clinton in both the transition and the White House as a Special Advisor on economic and healthcare policy. Mr. Hutchins is a director of the Harvard Management Company which is responsible for the management of the University’s endowment. He is also the Chairman of the National Advisory Board, and the W.E.B. DuBois Institute for African and African American Research at Harvard. Mr. Hutchins is a trustee of the Lawrenceville School, the Brookings Institution and the New York-Presbyterian Hospital. He is also a member of the Advisory Council of the Hamilton Project, a Director of the Partnership for New York City, and a member of the Investors Advisory Committee on Financial Markets of the Federal Reserve Bank of New York. Mr. Hutchins holds an A.B. from Harvard College, an M.B.A. from Harvard Business School, and a J.D. from Harvard Law School.

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Tim Jackson, Partner, Gapstow Partners
HedgeWorld East Speaker

Tim Jackson is the Gapstow partner responsible for manager research and portfolio construction. He is also the co-portfolio manager on several of the Gapstow funds.

Gapstow is a multi-manager alternative investment firm focused on compelling opportunities in the global credit markets. For Gapstow, “Credit” is purposely defined in a broad manner to include not only traditional corporate credit, but also many specialized and non-traditional credit sub-strategies, such as structured credit, mortgage securities, whole loans, real estate debt, and bank hybrid investments. Prior to joining Gapstow, Mr. Jackson was a Principal at Barclays Global Investors, where he was responsible for the management of a $400 million hedge fund-of-funds portfolio. Previously, he had been a Partner at Rocaton Investment Advisors, where he co-led the firm’s alternative research department, which designed and managed over $15 billion of institutional alternative asset portfolios. He began his finance career at the Northern Trust Company after serving as a Merchant Marine Officer and Lieutenant in the United States Navy, Reserve. Tim holds the Chartered Financial Analyst (CFA) designation, a B.S. in Nautical Science from Maine Maritime Academy, and an M.B.A. from the University of Connecticut

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Amish Jani, Founder & Managing Director, FirstMark Capital
Venture Alpha East Speaker

Bio to come..

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Brett Jefferson, President & CIO, Hildene Capital Management
HedgeWorld East Speaker

Brett Jefferson founded Hildene Capital Management in December 2007 in order to capitalize on opportunities in distressed structured credit. He oversees all firm investment decisions and strategies. Mr. Jefferson has 15 years of experience in the structured finance market and five years of experience in the option arbitrage industry. He takes an active role in modeling, structuring and reverse engineering transactions, as well as pricing, trading and evaluating secondary positions. Prior to founding Hildene, from 2002-2006, he was a Managing Director and Senior Portfolio Manager at Marathon Asset Management, where he was responsible for CDO, CBO, and CLO structured credit investments in the Marathon Structured Finance Fund. In addition to investment decisions, he served as the resident expert in the structuring of CDOs, CBOs, and CLOs. Mr. Jefferson previously worked as an investment banker in the Structured Credit Products groups at Salomon Smith Barney and Chase Securities. He earned his B.A. from Syracuse University and his Masters of Management degree from the J.L. Kellogg School of Management at Northwestern University.

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Jay Jester, Managing Director, Audax Group
Buyouts East Speaker

Mr. Jester joined Audax Private Equity at its inception in 2000 and is one of the original senior investment professionals at the firm. In addition, he leads the firm’s marketing and business development efforts.

Prior to joining Audax, Mr. Jester was a General Partner with FCP Investors, Inc., a leading middle market private equity firm in Tampa, Florida. Mr. Jester also worked as an investment banker at Bowles Hollowell Conner & Company in Charlotte, North Carolina.

Mr. Jester received a B.A. from the University of North Carolina at Chapel Hill. He is originally from Greensboro, North Carolina. He and his wife, Janice, live in Weston, Massachusetts with their three children.

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Matt Jones, Partner, Pantheon Ventures
Buyouts East Speaker

Matthew Jones, Partner (joined 2001, 12 years of private equity experience) Matt Jones focuses on secondary deal origination, analysis, structuring, execution and management of investments. He also participates in fund monitoring, firm marketing and client reporting. Mr. Jones joined Pantheon in April 2001 and was previously an Assistant Economist at HM Treasury within the Finance, Regulation and Industry department. Mr. Jones also worked on private equity policy areas as part of the Myners Review team. Prior to the Treasury, Matt worked on a turnaround project at UK Paper before its acquisition by Metsa Serla. He has a BA in Economics and Politics from Leeds University. Matthew is based in New York.

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Meredith Jones, Director, Rothstein Kass
AIMS Speaker

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.

Prior to joining Rothstein Kass, Meredith was a director in the Barclays Capital Inc. Strategic Consulting Group, where she was responsible for producing thought leadership content on a variety of manager and investor focused topics, as well as leading consulting projects for BarCap clients. She previously served as a managing director at PerTrac Financial Solutions (PFS), a leading provider of investment analytics. At PFS, Meredith was responsible for research, marketing, investment data, and was a fixture on the international hedge fund conference circuit. Meredith began her career in alternative investments at Van Hedge Fund Advisors International in 1998, where she became the senior vice president and director of research. Meredith led the team responsible for hedge fund due diligence, manager selection, portfolio construction, hedge fund data, index creation and industry research while at VAN.

Over the past 14 years, Meredith has presented her original research and insights to industry participants around the world and has had her findings published in books, journals, industry publications and major media outlets including The Economist, The Wall Street Journal, The Journal of Investing, Alternative Investment Quarterly and the Financial Times.

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Ron Kahn, Managing Director, Lincoln International
Buyouts East Speaker

Ron Kahn is co-head of Lincoln International’s Debt Advisory Group as well as co-head of the firm’s Valuations and Opinions Group. Mr. Kahn leads capital raising and financial advisory deal teams, manages key client relationships, and markets the firm’s services. Mr. Kahn is widely published and a frequent speaker on capital raising activities.

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Christian Kallen, Vice President, Fund Investment Team, Hamilton Lane
Buyouts East Speaker

Christian Kallen is a Vice President at Hamilton Lane, where he is responsible for due diligence of primary fund opportunities.

Prior to joining Hamilton Lane in 2010, Mr. Kallen was an Associate Director with the Private Funds Group at UBS Investment Bank, where he was responsible for due diligence and project management of private equity fundraisings.

Previously, he was with CMP Capital Management-Partners GmbH, a private equity firm specializing in turnaround investments in German-speaking Europe.

Mr. Kallen received an M.B.A from Columbia Business School and a Diploma in Economics from the University of Bonn.

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Gary Kaminsky, Principal, Rothstein Kass
HedgeWorld East Speaker

Gary S. Kaminsky is a principal with the Business Advisory Services Group at Rothstein Kass. He has over 25 years of experience in the securities industry, particularly with issues relating to the legal/compliance and operational infrastructure of alternative investment companies. Mr. Kaminsky works with investment management clients, including hedge funds, private equity funds and brokerdealers, to advise on regulatory/compliance issues and conduct independent reviews of operations and optimize reporting processes. He also assists in the development and maintenance of effective enterprise risk management systems that facilitate compliance with existing and new regulatory guidelines.

Gary began his career in the financial services sector as senior counsel in the Enforcement Division of the U.S. Securities and Exchange Commission (SEC). Subsequently, Mr. Kaminsky was founder and CEO of GSK Consulting, LLC, where he provided expertise in the establishment, maintenance and ongoing oversight of fund management infrastructure and systems. He has also served as co-founder, principal, COO, CCO and general counsel for two hedge fund management companies, Rose Glen Capital Group, Inc. and Rock Hill Partners, LLC. Prior to launching those funds, Mr. Kaminsky was Director of Compliance and Counsel for Susquehanna Investment Group, after having served as a white collar defense and regulatory attorney at Dechert, Price & Rhoads.

Mr. Kaminsky received a Bachelor of Arts degree from the University of North Carolina at Chapel Hill, and his Juris Doctor from the State University of New York at Buffalo.

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Zachary Karabell, President, River Twice Research
HedgeWorld East Speaker

Zachary Karabell is President of River Twice Research, an independent economic research and consulting company, and River Twice Capital Advisors, a money management firm. Previously, he was Executive Vice President, Chief Economist, and Head of Marketing at Fred Alger Management, a New York-based investment firm that manages approximately $15 billion in mutual funds and institutional accounts. He was also President of Fred Alger & Company, a broker-dealer; Portfolio Manager of the 5-star China-U.S. Growth Fund (CHUSX); and Executive Vice President of Alger’s Spectra Funds, a no-load family of mutual funds that managed the $30 million Spectra Green Fund. At Alger, he oversaw the creation, launch and marketing of several funds, led corporate strategy for strategic acquisitions, and represented the firm at public forums and in the media. Educated at Columbia, Oxford and Harvard, where he received his Ph.D., Karabell has taught at several leading universities, including Harvard and Dartmouth, and has written widely on economics, investing, history and international relations. He is the author of eleven books, including The Last Campaign: How Harry Truman Won the 1948 Election (which won the Chicago Tribune Heartland Award for best non-fiction book of the year in 2000); Superfusion: How China and America Became One Economy and Why The Worlds Prosperity Depends On It (Simon & Schuster, 2009); and most recently, Sustainable Excellence: The Future of Business in the 21st Century, co-authored with Aron Cramer, published by Rodale in October 2010. His next book, The Leading Indicators, will be published by Simon & Schuster in early 2014. He sits on the board of the New America Foundation, the Carnegie Council on Ethics and the World Policy Institute, and in 2003, the World Economic Forum designated him a "Global Leader for Tomorrow." He is a Senior Advisor for BSR, a membership organization that works with global corporations on issues of sustainability. He is also a regular commentator on CNBC and MSNBC, a columnist for Reuters and The Atlantic, Contributing Editor for The Daily Beast, and has written for such publications as The Washington Post, Time Magazine, The Wall Street Journal, The Los Angeles Times, The New York Times, The Financial Times, and Foreign Affairs.

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Dimitris Kavalekas, Senior Investment Professional, W Single Family Office
HedgeWorld East Speaker

Mr. Dimitris Kavalekas is a Senior Investment Professional at a single family office that he joined in 2009 when the family office was formed. Prior to that, Dimitris was a Senior Investment Professional at Magnum Global Investments - a fund of hedge funds/single family office.

Mr. Kavalekas’ work focuses on traditional and alternative investments: long-only fixed income and equities, hedge funds, private equity, and real estate. His work also encompasses portfolio construction and management, quantitative research and analysis, and manager and investments selection across asset classes.

Mr. Kavalekas has also worked on sourcing, negotiating and executing secondary transactions, seeding hedge funds, constructing fund of hedge funds, and working with clients to meet their specific investment requirements and needs.

Mr. Kavalekas holds a Bachelor’s of Science degree in Mechanical Engineering from Tufts University, a Master’s of Science degree in Fluid Mechanics and an MBA from the University of Miami.

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Peter Kehrli, Senior Manager, Rothstein Kass
Venture Alpha East Speaker

Peter Kehrli is an audit senior manager based in Rothstein Kass’ San Francisco, California office. He is a leader in the Firm’s Venture Capital Group specializing in audit and tax services for domestic and offshore alternative investment vehicles, specifically venture capital funds, fund of funds and related investment funds.

Mr.Kehrli began his career at PricewaterhouseCoopers, LLP, where he specialized in Sarbanes Oxley reviews and internal control analysis. His interests and entrepreneurial drive led him to Rothstein Kass, where he has been integral in the exponential growth of the San Francisco office.

Mr.Kehrli assists venture capital clients with the implementation and maintenance of proper accounting procedures and internal controls. He also reviews and provides commentary on fund documents. After fund formation, Mr.Kehrliacts as a trusted advisor to clients; providing ongoing consultation regarding organizational structure, audit process and the management of operational and tax matters. Internally, he participates in a number of initiatives, including the implementation of the Firm’s core values and membership in Best Practice and Thought Leadership groups for venture capital funds and Fair Value policy. Mr.Kehrli is at the forefront of the Firm’s venture capital and secondary fund growth initiative.

Mr.Kehrli holds a Bachelor of Science degree in accounting and economics from University of California, Santa Barbara, where he was also active in a number of community outreach programs. He continues his efforts to make a difference in his community by mentoring the next generation through the Boys and Girls Club of San Francisco. Peter is an avid world traveler; he enjoys golf and snow sports. His professional affiliations include membership with CalCPA and the American Institute of Certified Public Accountants (AICPA). He is a certified public accountant in California.

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Ralph Keitel, Principal Investment Officer, IFC
AIMS Speaker

Ralph Keitel is a Principal Investment Officer in the Private Equity and Investment Funds department of the International Finance Corporation (IFC), the private sector arm of the World Bank Group. Since joining IFC in early 2006, he has been responsible as regional lead for IFC’s private equity fund activities in Eastern Europe/Russia (2006-2008), Africa (2008-2011) and Latin America (since 2011).

Prior to joining IFC, Ralph was with Caisse de Dépot et Placement de Québec (CDP) in Montréal, where he was responsible for a portfolio of venture capital funds in North America and Europe. Previously, he spent nearly 5 years with TBG (now part of the KfW Group, Frankfurt), providing seed financing and venture capital for technology start-up companies before assuming responsibility for TBG’s funds portfolio.

Ralph holds a Bachelor’s degree in Business Administration and a Master’s degree in Economics from the University of Bonn (Germany) as well as a post-graduate degree in Management (Dean’s Honour List) from McGill University in Montreal (Canada).

The International Finance Corporation (IFC) is the World Bank Group’s private sector arm, headquartered in Washington DC. IFC’s private equity funds department has invested more than US$ 3 billion in over 180 emerging markets private equity funds.

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Kevin Kelcourse, Assistant Director, Enforcement Division, U.S. Securities and Exchange Division
HedgeWorld East Speaker

Kevin M. Kelcourse is an Assistant Director in the Asset Management Unit of the Enforcement Division at the U.S. Securities & Exchange Commission's Boston Regional Office. He investigates and litigates various matters involving violations or potential violations of federal securities laws. During his 13-plus years at the SEC, he has worked on a wide variety of matters, including hedge funds, mutual funds, investment advisers, insider trading, financial fraud, municipal securities, and mutual bank conversions.

Prior to joining the SEC, Kelcourse was a federal prosecutor with the Justice Department in Washington, D.C., where he prosecuted numerous tax and other types of fraud cases and worked on the DOJ's Campaign Finance Task Force. Prior to that, he spent five years working for O'Melveny & Myers as an associate in Washington, DC. Kelcourse is a graduate of Georgetown University Law Center and Georgetown University.

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Michael Kelly, Managing Director, PineBridge Investments
AIMS Speaker

Mr. Kelly joined PineBridge Investments in 1999 and is Global Head of Asset Allocation and Manager Selection. Previously, his responsibilities included managing North American Equities which spanned active, enhanced index, and index. Asset allocation & manager selection within PineBridge includes expanding our capabilities for institutional pension fund advisory as well as retail orientated asset allocation vehicles. $12Bn of AUM is managed primarily on open platforms. Dynamic Asset Allocation and manager selection and monitoring are differentiating skill sets responsible for the teams top tier performance records. The team has provided strategic advice for corporate, trade group, and government pension plans and has differentiated approaches to Liability Driven Investment. Prior to PineBridge Investments, he spent 15 years with JP Morgan Investment Management in various research and portfolio management roles. Prior to JP Morgan he spent several years in research at the economic consulting firm, Townsend-Greenspan & Co. His investment experience began in 1980. Mr. Kelly received an MBA from the Wharton Graduate School of Business and is a CFA charter holder.

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John Kenney, Managing Director, TSG Consumer Partners
Buyouts East Speaker

Bio to come...

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Roman Khlupin, Chief Investment Officer, W Family Office
HedgeWorld East Speaker

Mr. Roman Khlupin is Chief Investment Officer of a single family office that was established in 2009. Prior to joining the family office, Roman was Director at Rockefeller & Co. in New York where he was a member of the firm’s asset allocation committee and worked with high net worth families and private foundations. Roman’s work also focused on investments in private equity funds, real estate funds, hedge funds, and long only strategies, as well as quantitative modeling of asset classes. Prior to joining Rockefeller, Roman was Vice President with JPMorgan Private Bank where he advised clients on portfolio structuring, manager selection, derivatives, and estate planning strategies. Roman has a Bachelor of Science degree from Tomsk Polytechnic University in Siberia, an MBA from The Ohio State University, and a Masters in Space Studies from University of North Dakota.

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Michael Kim, Managing Partner, Cendana Capital
AIMS Speaker
Venture Alpha East Speaker

Michael Kim is the founder and Managing Partner of Cendana Capital, a next generation fund-of-funds investing in private equity. Michael is a member of the LP Advisory Boards of Forerunner Ventures, Founder Collective, Freestyle Capital, IA Ventures, K9 Ventures, Lerer Ventures, PivotNorth Capital and SoftTechVC. Prior to the founding of Cendana Capital, Michael was one of the original partners of Rustic Canyon Partners, a venture capital firm with approximately $1 billion under management. Michael currently serves as a Senior Advisor to Rustic Canyon.

In March 2004, Michael was appointed by the Mayor of San Francisco to a 5 year term as a Trustee of the San Francisco Employee Retirement System, a $15 billion pension fund, and served as the President of the board and the Chairman of the Investment Committee.

Formerly an investment banker, Michael was with Morgan Stanley's Technology Mergers and Acquisitions Group in Menlo Park. Michael was directly involved with 27 announced transactions worth over $77 billion. Prior to Morgan Stanley, Michael was an associate at The Chase Manhattan Bank in NYC and also worked at IBM.

He is an honors graduate of Cornell University, where he served on the Cornell Council, has an MS from the School of Foreign Service of Georgetown University, where he serves on the MSFS Advisory Board, and an MBA from the Wharton School of Business.

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Jean-Claude Knebeler, Consul General, Consulate General of Luxembourg in New York
HedgeWorld East Speaker

A career diplomat, Mr Knebeler took his position as Consul General and Executive Director of the Luxembourg Trade & Investment Office of Luxembourg in New York City in September 2012.

From his base in New York, he aims not only to maintain the links with a large community of US investors in Luxembourg, but also to reach out to companies who have yet to discover one of the most business-friendly jurisdictions in Europe. Prior to this posting, Mr Knebeler was seconded for 8 years to the Ministry of the Economy and Foreign Trade in Luxembourg where he acted as Director General for Trade & Investment Promotion and reported directly to the Minister. Mr Knebeler served on the board of directors of a number of organizations, amongst which Cargolux International Airlines and Enovos International, a utility with a pan-European portfolio focussing on electricity and gas. Working for over 10 years with emerging markets, Mr Knebeler has in depth knowledge of the politics and economics of Russia, China and the Arabian Gulf.

Mr Knebeler was educated at the London School of Economics & Political Science and the French senior civil service college, the Ecole Nationale d'Administration, gaining a BSc in Government & Law and a postgraduate diploma in Public Administration. In 2012, Mr Knebeler participated in the Senior Managers in Government programme at Harvard University’s JFK School of Government.

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Ted Koenig, President and CEO, Monroe Capital
Buyouts East Speaker

Theodore L. Koenig, President, CEO and founder of Monroe Capital LLC, has over 25 years of experience in structuring, negotiating and investing in debt and equity transactions. Monroe Capital is a Chicago based asset manager focusing on the specialty finance segment providing customized financing to middle-market companies based in the U.S. and Canada. Investment types include senior and junior secured debt as well as bridge loans, flexible acquisition facilities, mezzanine debt and last-out loans that stretch a company's debt capacity, acquisitions of distressed debt, DIP financings and equity co-investments. Monroe Capital has invested over $1.5 billion of capital in the last five years in over 265 investment transactions. Currently, Monroe Capital manages closed end funds with approximately $500MM of committed capital under management.

Mr. Koenig also serves as the Chairman and senior partner for an affiliate of Monroe Capital, Monroe Equity Partners LLC. Monroe Equity Partners is a control oriented private equity firm that acquires and manages middle market companies.

Prior to founding Monroe Capital in 2004, Mr. Koenig was President and CEO of Hilco Capital LP, a junior secured/mezzanine debt fund established in 2000. Prior to that, Mr. Koenig spent 13 years at the Chicago-based law firm of Holleb & Coff as partner and co-chair of the firm’s Corporate Law, Mergers & Acquisitions and Business Finance groups. Before joining Holleb & Coff in 1986, Mr. Koenig spent three years in the Mergers/Acquisitions and Corporate Finance practice group of Winston & Strawn. Mr. Koenig is a graduate of the Kelley School of Business at Indiana University (B.S.) in accounting with high honors and Chicago-Kent College of Law (J.D.) with honors.

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John Kolz, Managing Director, Equity Capital Markets, Credit Suisse
Buyouts East Speaker

Bio to come...

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Serguei Kouzmine, Managing Partner, Quantum Wave Fund
Venture Alpha East Speaker

Serguei Kouzmine is the Managing Partner of the Quantum Wave Fund, a global venture capital firm focused on assisting with the growth of private companies with breakthrough quantum technology-based products and services.

Mr. Kauzmine has over 20 years of entrepreneurial experience. Mr. Kauzmine founded Nonolet, Russia-based PC manufacturer and distributor who introduced one of the first Russian computer brands. As CEO of Ritzio Entertainment Group, Mr. Kauzmine led the company from $40 million in revenues in 2002 to $1.25 billion in 2006. As General Partner of the Russian Investment Solution Fund, he successfully navigated the Fund through the Russian default to a profitable exit.

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Charles Krusen, CEO, Krusen Capital Management
AIMS Speaker

Charles Krusen is the founder and CEO of Krusen Capital Management, LLC, which is the SEC-registered investment adviser to the LionHedge Platform, a single and multimanager hedge fund and private equity platform, providing high net worth individuals, family offices and wealth managers with alternative investment solutions. He has 38 years experience in financial services, having begun his career with Citibank Capital Markets, specializing in arbitrage and proprietary trading of fixed income. In addition, Mr. Krusen is the Chief Investment Officer of Krusen Family Office, a single family office based in Tampa, FL. Before founding Krusen Capital Management, Mr. Krusen was a Partner with Alpha Equity Management, an asset management organization that focuses on equity long/short and 130/30 strategies.

Mr. Krusen is an honors graduate of Harvard College. He is on the Board of Trustees of the Southampton Hospital Foundation.

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Alan S. Kufeld, CPA, Rothstein Kass
HedgeWorld East Speaker

Alan Kufeld is a principal based in Rothstein Kass’ New York office. As a member of Rothstein Kass’ Family Office Group, Alan specializes in income and estate tax planning, wealth preservation and Federal, state and local tax compliance including audit defense, for high-net-worth individuals. He also has extensive experience in the areas of retirement and education planning, including 529 plans and related education tax benefits. Additionally, Alan assists wealthy families to minimize their overall tax burden by recommending appropriate income and estate planning techniques that will preserve capital for multiple generations. He focuses on the tax-efficient transfer of family assets and businesses, and helps families promote their philanthropic objectives through planned giving, charitable lead and remainder trusts, and family foundations.

Mr. Kufeld also advises entertainers as well as business owners and executives from a wide range of industries, including financial services, garment, professional services, entertainment and technology. Mr. Kufeld is a frequent speaker and has lectured in front of tax professionals and organizations such as the Financial Planning Association (FPA), and he has authored numerous articles for professional publications.

Prior to joining Rothstein Kass, Mr. Kufeld was a managing director in the tax department at RSM McGladrey in New York. Alan received a Bachelor of Science degree in accounting from Brooklyn College and a Master of Science degree in taxation from Pace University. He is a member of the New York State Society of Certified Public Accountants (NYSSCPA) and the American Institute of Certified Public Accountants (AICPA). Mr. Kufeld is a certified public accountant in New York.

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David Kulakofsky, Senior Vice President , Madison Capital Funding
Buyouts East Speaker

Mr. Kulakofsky is responsible for client relationship development and new business origination at Madison Capital Funding LLC. He currently focuses on originating, structuring and closing transactions with middle market private equity firms. Mr. Kulakofsky joined Madison Capital at its inception in 2001 as an Associate and was a Vice President and Underwriting Team Leader before transitioning to the originations role. Prior to Madison Capital, Mr. Kulakofsky was an Analyst in the Investment Banking group at Robert W. Baird & Co., focusing primarily on industrial M&A transactions. Mr. Kulakofsky earned a B.A. in Economics with a minor in Sociology from Northwestern University and an M.B.A. in Analytical Finance from the J.L. Kellogg School of Management at Northwestern University.

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Suraj Kumar Rajwani, Co-founder & Partner, DoubleRock
Venture Alpha East Speaker

Suraj Kumar Rajwani is a co-founder and partner of DoubleRock. He has over seven years of management, investment and mergers and acquisitions experience in Silicon Valley, China and India. He was previously the Managing Director of the Global Network Entrepreneurs Network Organization (GENO), an entrepreneur organization with over 27 chapters worldwide. As head of sales and marketing, he grew GENO's footprint to over 23 countries and led product expansion into new areas such as enterprise pricing and enterprise incentive management. He has advised on mergers and acquisitions in multiple industries including IT, financial services, real estate, and construction. During his tenure at GENO, he developed the GENO Venture Connect framework which served as a platform for entrepreneurs to meet with potential investors which led to the birth and expansion of many successful enterprises.

His expertise in online branding and marketing has seen him broker internet domain names for global companies such as Salesforce, Yahoo, IBM, RackSpace and many other online brands worth in excess of $50m. He has advised companies on brand positioning online and how to differentiate oneself with premium domains. In this capacity, he has assisted in negotiations for many organizations such as HireCloud, Catch.com, Wireless Inc, Data.com (owned by Salesforce)

Suraj has accumulated invaluable experience in the online media sector and internet sector both in Silicon Valley and in the Greater China region. Over the past three years, Suraj has been providing capital fundraising consulting services to startups such as ShowNearby, Powerset, Cloud9, CloudFlare.

Suraj has also partnered with incubators in China to launch TechChina, an incubator developed to attract the best engineering talent in Beijing and Shenzhen to build China’s future innovative companies. TechChina, which now holds networking events, will be a fully operational incubator by 2012.

He has also been invited as a speaker to many conferences including the World HRD (Human Resource & Development Congress) and the World Entrepreneur Summit by Ernst & Young sharing his views on entrepreneurial leadership in Bahrain and Monte Carlo. He has also coached and advised entrepreneurs through his involvement with the Kauffman Foundation.

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Scott Kupor, Partner & COO, Andreessen Horowitz
Venture Alpha East Speaker

As managing partner at Andreessen Horowitz (http://a16z.com/), Mr. Kupor is responsible for running the firm. He previously worked as VP and GM, Global Customer Support & Software-as-a-Service at Hewlett Packard.

Mr. Kupor joined HP in 2007 as part of the $1.6 billion acquisition of Opsware, where he was senior vice president of Customer Solutions. In this role, Mr. Kupor had global responsibility for the company¹s professional services, technical pre-sales and customer support organizations.

Mr. Kupor held numerous executive management positions at Opsware including vice president, financial planning and vice president, corporate development. He led the company¹s private financing activities as well as its IPO in 2001. Mr. Kupor also started the company¹s Asia Pacific operations via strategic partnerships with NEC, NTT and Samsung and led the execution of the company¹s acquisitions of Tangram, Rendition, Creekpath and iConclude. Prior to Opsware, Mr. Kupor represented software companies in both financing and M&A transactions at Credit Suisse First Boston and Lehman Brothers.

Mr. Kupor graduated Phi Beta Kappa from Stanford University with abachelor¹s degree in public policy with honors and distinction. He also graduated Order of the Coif and with distinction from Stanford Law School and is a member of the California Bar Association.

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Peter Lacaillade, Director, Private Equity, SCS Financial Services
Venture Alpha East Speaker

Peter Lacaillade joined SCS Financial Services in 2011. Prior to SCS, Peter was an Associate at HarbourVest Partners in its Secondary Group. At HarbourVest, Peter analyzed venture capital, growth equity and buyout investments at the fund level and the direct level across a wide range of industries. Before HarbourVest, Mr. Lacaillade worked in investment banking at First Albany Capital (now Gleacher & Company). Mr. Lacaillade focused on the Healthcare and Clean Technology sectors. Peter also worked at NGP Energy Technology Partners, a $500M private equity firm that focuses on growth equity and small buyout investments in the Clean Technology and Energy Services areas. Mr. Lacaillade earned a B.A. in English from Georgetown University and an MBA from the Tuck School of Business at Dartmouth.

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Janna Laudato, Managing Director, Hauser Capital Markets
Buyouts East Speaker

Janna Laudato, CFA is a Managing Director at Hauser Capital Markets. She has 11 years of private equity investment experience in a wide range of strategies including venture, buyout, mezzanine, and distressed. Hauser focuses on US lower and middle market buyout funds raising between $100 million and $500 million. Ms. Laudato formulated Hauser’s investment strategy and leads sourcing, due diligence, and investment decisions. Previously, Ms. Laudato managed a portfolio of private equity funds with more than $2 billion in Small Business Administration commitments. She also has 14 years of international consulting and marketing experience, most recently for Booz Allen, in emerging markets. Ms. Laudato is active in several LP groups. As a member of ILPA from 2003 to 2007, she led and participated in research projects on Targeted Investment Programs and Tracking of Capital Accounts. She is currently a member of the Baltimore Limited Partner Association (BALPA) and the Ohio Roundtable. As a former Board Member and Member of the CFA Society of Washington, DC, she organizes programs related to private equity.

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Ken Lehman, Managing Director, Kendall Investments
Buyouts East Speaker
AIMS Speaker

Ken Lehman is a Managing Director at Kendall Investments, LLC, a private equity investment firm based in Cambridge, MA. The firm invests in various private equity opportunities, including primary fund commitments, secondaries and direct renewable real assets. Mr. Lehman’s work includes deal sourcing, due diligence, negotiation, investment and asset management. Mr. Lehman holds a J.D. from Columbia University School of Law, an M.A. from Harvard University and a B.A. from Dartmouth College.

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David T. Leibell, Partner, Wiggin & Dana LLP
HedgeWorld East Speaker

Mr. Leibell is a partner in the Private Client Services Department and divides his time between the firm's Greenwich and New York offices. He focuses his practice on representing wealthy individuals and families, along with business succession and charitable planning. Mr. Leibell has given several hundred lectures and webinars to lawyer and nonlawyer audiences throughout the United States and has authored over one hundred articles on charitable, estate and tax planning. He has a monthly column on family businesses for Trusts and Estates Magazine, as well as on the web-based e-newsletter Wealth Watch. David has also written for Estate Planning Magazine, the Exempt Organization Tax Review, Registered Representative and Financial Advisor magazine. Mr. Leibell has been quoted in numerous publications, including The New York Times, Business Week, Investment News, and Bloomberg Wealth Manager and has appeared on CNBC's "Closing Bell with Maria Bartiromo." He received a B.A. from Trinity College, a J.D. from Fordham Law School and an LL.M. in taxation from New York University.

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Josh Lerner, Jacob H. Schiff Professor of Investment Banking, Harvard Business School
AIMS Speaker

Josh Lerner is the Jacob H. Schiff Professor of Investment Banking at Harvard Business School, with a joint appointment in the Finance and the Entrepreneurial Management Areas. He graduated from Yale College with a Special Divisional Major that combined physics with the history of technology. He worked for several years on issues concerning technological innovation and public policy, at the Brookings Institution, for a public-private task force in Chicago, and on Capitol Hill. He then earned a Ph.D. from Harvard's Economics Department.

Much of his research focuses on the structure and role of venture capital and private equity organizations. (This research is collected in three books, The Venture Capital Cycle, The Money of Invention, and Boulevard of Broken Dreams.) He also examines policies towards intellectual property protection, and how they impact firm strategies in high-technology industries. (The research is discussed in the books Innovation and Its Discontents, The Comingled Code, and the forthcoming Architecture of Innovation.) He co-directs the National Bureau of Economic Research’s Productivity, Research, and Innovation Program and serves as co-editor of their publication, Innovation Policy and the Economy. He founded and runs the Private Capital Research Institute, a non-profit devoted to encouraging data access to and research about venture capital and private equity.

In the 1993-94 academic year, he introduced an elective course for second-year MBAs on private equity finance. In recent years, “Venture Capital and Private Equity” has consistently been one of the largest elective courses at Harvard Business School. (The course materials are collected in Venture Capital and Private Equity: A Casebook, now in its fourth edition, and the forthcoming textbook Private Equity, Venture Capital, and the Financing of Entrepreneurship.) He also teaches a doctoral course on entrepreneurship and in the Owners-Presidents-Managers Program, and organizes an annual executive course on private equity in Boston and Beijing. He has led an international team of scholars in a multi-year study of the economic impact of private equity for the World Economic Forum. He is the winner of the Swedish government’s 2010 Global Entrepreneurship Research Award.

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Ryan Levitt, Vice President, Pomona Capital
AIMS Speaker

Ryan Levitt joined Pomona in 2007. He focuses on investment analysis for direct and secondary deals and also co-manages Pomona's energy portfolio. Mr. Levitt has eight years of private equity experience. Prior to joining Pomona, Mr. Levitt was an Investment Professional at GE Equity managing deal execution and underwriting in the Energy, Healthcare and Financial Services sectors. Previously, he was an analyst in General Electric Company's Financial Management Program, completing rotational assignments in Aviation Services and Aircraft Engines, Commercial Finance and Corporate Financial Services. Mr. Levitt received a BS from Boston College.

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Kurt Locher, CFO & Partner, One William Street Capital Management
HedgeWorld East Speaker

Kurt Locher is chief operating office and chief financial officer of One William Street Capital Management, LP, responsible for the firm's non-investment business operations, including accounting, finance, tax, legal/compliance, and administration. He also serves as Chair of the firm's Risk and Valuation Committees and as a member of its Investment Committee. With over 20 years of experience in the financial industry, Mr. Locher was most recently a Managing Director within the Investment Management Division (IMD) at Lehman Brothers. He began his career at Prudential Securities, modeling and structuring mortgage and asset-backed securities and, prior to that, he worked at Raytheon. Mr. Locher received both an S.M. and S.B. from MIT in Electrical Engineering and Computer Science.

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Cari B. Lodge, Director, Investments, Tulane University
AIMS Speaker

Cari Lodge, Director, Investment, Cari joined Tulane University’s Investment Management Office in July 2012 to oversee the endowment’s private equity and private real assets portfolios. Prior to joining Tulane, Ms. Lodge was a Director at Credit Suisse Strategic Partners, Credit Suisse's dedicated secondary private equity fund with over $11 billion in commitments and interests in over 1,300 funds. She was a member of the investment committee, co-managed the $750 million aged primary program, and closed over 115 secondary transactions and co-investments. Ms. Lodge worked with the team since its founding in 2000, having started with Donaldson, Lufkin & Jenrette (which merged with Credit Suisse in 2000) as an Associate in Investment Banking. Ms. Lodge received an AB in both Economics and Government from Dartmouth College and an MBA from Columbia Business School.

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Tom Lynch, Managing Director, Cliffwater
Buyouts East Speaker

Tom Lynch is a Senior Managing Director of Cliffwater LLC in our New York office. Cliffwater is an advisor and manager of private equity and other alternative investment portfolios for institutional investors. Mr. Lynch is a member of Cliffwater’s Investment Committee and has over 20 years of private equity experience. Prior to joining Cliffwater in 2008, Mr. Lynch was a Senior Managing Director and principal of Wilshire Associates where he managed the firm’s private equity business for 17 years. Previous experience includes working for the New York Life Insurance Company. He has served on the advisory boards of numerous private equity partnerships.

Mr. Lynch earned a BS in Finance from Boston College, his JD from Duquesne University School of Law and is a Chartered Financial Analyst.

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Jon Madorsky, Managing Principal, RCP Advisors
Buyouts East Speaker

Mr Jon Madorsky is responsible for the identification and analysis of potential investments, as well as monitoring of the Firm’s current portfolio. In addition, Mr. Madorsky is a member of the Investment Committee and active as an Advisory Board member of various underlying funds. Mr. Madorsky has been involved in the private equity industry for over 10 years. He has been with the Firm since the formation of RCP Fund II. Prior to joining RCP, Mr. Madorsky worked for two middle market buyout funds. Mr. Madorsky also worked for PricewaterhouseCoopers’ Strategic Business Unit.

Mr. Madorsky received a BA in History from Emory University and an MBA from the University of Chicago. Mr. Madorsky sits on the Board of Directors for Big Brothers Big Sisters of Metropolitan Chicago and is a Toigo Mentor.

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Frank Maeba, Managing Partner, Breton Hill Capital
HedgeWorld East Speaker

n/a

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Cheryl Maliwanag, Director, Pathway Capital Management
Venture Alpha East Speaker

Ms. Maliwanag has enjoyed a 20-year career in private equity. She has spent the past 15 years at Pathway Capital Management. Pathway was established in 1991 and has grown into one of the largest, most experienced and stable global private equity fund of funds managers in the world, with $25B AUM. Pathway maintains a rich and varied client list, ranging from large, multi-national financial institutions and public pension funds, to smaller family offices, endowments and foundations. Similarly, Pathway invests in a variety of private equity funds, both large and small, and comprising a broad range of strategies. Pathway and its predecessor firm have consistently invested in private equity funds for almost 30 years and Pathway maintains a database of 8,000 funds that have come to market during this time, providing Pathway unique perspective on the asset class.

As a director in Pathway’s California office, Ms. Maliwanag leads due diligence on investment opportunities and monitors existing fund investments, including serving on fund advisory boards and valuation committees. Ms. Maliwanag also assists in client servicing and fund development. She is frequently invited to speak at industry conferences to share her insights on the evolution of the industry, best practices, and current issues impacting the private equity asset class.

Prior to joining Pathway, Ms. Maliwanag was at BankAmerica Ventures, where she originated and evaluated direct venture investments. Prior to joining BankAmerica Ventures in 1993, Ms. Maliwanag was an active certified public accountant and held corporate and public accounting positions. Ms. Maliwanag serves on the board of directors of The Girl Scouts of Orange County.

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Cheryl Maliwanag, Director, Pathway Capital Management
AIMS Speaker

Ms. Maliwanag has enjoyed a 20-year career in private equity. She has spent the past 15 years at Pathway Capital Management. Pathway was established in 1991 and has grown into one of the largest, most experienced and stable global private equity fund of funds managers in the world, with $25B AUM. Pathway maintains a rich and varied client list, ranging from large, multi-national financial institutions and public pension funds, to smaller family offices, endowments and foundations. Similarly, Pathway invests in a variety of private equity funds, both large and small, and comprising a broad range of strategies. Pathway and its predecessor firm have consistently invested in private equity funds for almost 30 years and Pathway maintains a database of 8,000 funds that have come to market during this time, providing Pathway unique perspective on the asset class.

As a director in Pathway’s California office, Ms. Maliwanag leads due diligence on investment opportunities and monitors existing fund investments, including serving on fund advisory boards and valuation committees. Ms. Maliwanag also assists in client servicing and fund development. She is frequently invited to speak at industry conferences to share her insights on the evolution of the industry, best practices, and current issues impacting the private equity asset class.

Prior to joining Pathway, Ms. Maliwanag was at BankAmerica Ventures, where she originated and evaluated direct venture investments. Prior to joining BankAmerica Ventures in 1993, Ms. Maliwanag was an active certified public accountant and held corporate and public accounting positions. Ms. Maliwanag serves on the board of directors of The Girl Scouts of Orange County.

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Tim Maloney , Managing Director, Abbott Capital Management
Buyouts East Speaker

Mr. Maloney is a Managing Director of Abbott Capital, which manages more than $7.5 billion of institutional private equity assets. He is a member of Abbott’s Investment Committee. Mr. Maloney sources and conducts due diligence on private equity funds of all strategies, including venture capital, growth equity, buyouts, and special situations. Based in New York, his research ranges from North America, to Europe, Latin America, and Asia. Related to his responsibilities for on-going monitoring of Abbott’s investments, he is a member of several Advisory Boards for various partnership funds. Prior to joining Abbott in 2004, Mr. Maloney worked for the private equity advisory team at Frye-Louis Capital Management in Chicago. His background was as a pension consultant with Hewitt Associates. Mr. Maloney received his B.S. in Accounting from DePaul University, and his M.B.A. in Finance from New York University. He is also a Certified Public Accountant.

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Lynn Marcrum, Senior Analyst, Aite Partners
HedgeWorld East Speaker

Lyn Marcrum is a senior analyst with Aite Group, focusing on operational trends and technologies for the buy-side industry. Ms. Marcrum brings to Aite Group more than 25 years of experience working in securities market technology, capital markets operations, and consulting in the United States, Europe, and Asia.

Prior to joining Aite Group, Ms. Marcrum was a managing director of Camino Consulting LLC, working with clients to implement market-driven and other strategic changes and advising technology companies on product development and client integration and implementation issues. She has helped firms to bridge the gap between business objectives, client needs, and technology solutions, and is proficient in addressing the development, implementation, and integration of data standards used in the securities industry. Before founding Camino Consulting, Ms. Marcrum held leadership roles with IBM Global Services, SWIFT, the International Securities Clearing Corporation, and SunTrust.

Ms. Marcrum holds an M.A. in International Management from The American Graduate School of International Management (Thunderbird) and a B.S. (cum laude) in Business and Spanish from the University of Tennessee, Knoxville.

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Adam Marcus, Managing Director, OpenView Venture Partners
Venture Alpha East Speaker

Adam Marcus is a managing director at OpenView Venture Partners, a Boston-based venture capital firm that invests in expansion-stage technology companies. Prior to joining OpenView in 2009, he worked at Battery Ventures, focusing on investments in SaaS, e-commerce, and digital media. While at Battery, Adam was on the board of J. Hilburn, a board observer at ExactTarget (NYSE: ET), and was actively involved with Cortera. Prior to Battery, he was director of corporate development for The Boston Celtics, where he led strategic initiatives for the team. He also worked at Lycos (sold to Telefonica), where he was responsible for M&A, private equity and joint venture investment within North America, Europe, and Asia. Earlier in his career, Adam worked in business development atGamesville.com (sold to Lycos) and at Tripod.com, which was an early innovator in the online community space (sold to Lycos). He earned a BA in psychology and Spanish from Franklin and Marshall College and an MBA from the Tuck School of Business at Dartmouth.

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Scott Marden, Managing Partner, CIP Capital
Buyouts East Speaker

For over two decades, Mr. Marden has been a recognized leader in the information services, media and publishing industries, with leadership experience balanced between senior operating and financial roles. Before forming CIP Capital, Mr. Marden led the investment activities in the information, media and services sectors at DLJ Merchant Banking Partners ("DLJMBP") from 2006-10.

Mr. Marden has held a number of senior executive roles in leading information and media companies. From 2001 to 2005, he served as President of the Information and Media segment of The McGraw-Hill Companies, Inc., one of the Company’s three operating segments, with revenue in excess of $1 billion. Mr. Marden was President and Board Member of Marvel Entertainment Group, Inc. (1996-98). He also served as President and CEO of Philips Media (1993-96), a $1 billion division of Philips Electronics N.V., where he held worldwide operating responsibility for Philips’ software, digital, broadband and service businesses. From 1982-86 he was a senior executive at CBS, Inc., serving as President of the CBS International Publishing division.

Mr. Marden has over a decade of leadership experience in private equity and financial services. He led the information and media investment banking practices at Bear Stearns & Co. (1991-93) and Bankers Trust Company (1986-91). Mr. Marden has served on a number of corporate and non-profit boards including: Advanstar, Inc., General Magic, Inc., Marvel Entertainment Group, Inc., Metro Goldwyn Mayer, Inc., NavTech, Inc., United Pan European Communications N.V. and Whittle Communications, Inc., the Museum of the Moving Image, and the Museum of Television and Radio. He currently serves on the Board of Directors for RevSpring, Inc. and CoAdvantage Corporation.

Mr. Marden holds a bachelor’s degree from Fordham University and received a master’s degree from the University of Chicago.

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Jonathan Marino, Editor , peHub.com
Buyouts East Speaker

Jonathan Marino joined Thomson Reuters to edit peHUB in 2010. Prior to coming to peHUB, he worked as a writer and editor with the M&A Journal, covering private equity and investment banking. He has also written for publications including the New York Times, Los Angeles Times, New York Post, Washington Examiner and mergermarket.

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Jonathan Marino, Editor, peHub.com
AIMS Speaker

Jonathan Marino joined Thomson Reuters to edit peHUB in 2010. Prior to coming to peHUB, he worked as a writer and editor with the M&A Journal, covering private equity and investment banking. He has also written for publications including the New York Times, Los Angeles Times, New York Post, Washington Examiner and mergermarket.

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Neha Markle, Portfolio Manager, Morgan Stanley Alternative Investment Partners
Buyouts East Speaker

Neha Champaneria Markle is a portfolio manager for the Morgan Stanley Alternative Investment Partners Private Equity Fund of Funds group. She joined Morgan Stanley AIP in 2006 and has more than 12 years of industry experience. Prior to joining the firm, Ms. Markle worked at Pomona Capital, managing secondary and primary interests in venture capital and buyout funds, and Apax Partners, a leading global private equity firm. Previously, she served on the management team at Springboard Enterprises, a non-profit organization focused on venture capital, and as an analyst at Morgan Stanley. Ms. Markle received a B.S. magna cum laude in economics from the University of Pennsylvania and an M.B.A. with honors from the Wharton School of the University of Pennsylvania.

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John Marron, Investment Officer, Georgetown University
AIMS Speaker

John Marron is an Investment Officer and helped start Georgetown's Investment Office in 2004. He is focused primarily on public equity and hedge fund investments. Prior to joining Georgetown, Mr. Marron was a senior analyst at Callahan & Associates, a small consulting firm in Washington, DC. Mr. Marron holds a BS in commerce from the University of Virginia's McIntire School of Commerce with a concentration in finance and is a CFA charterholder.

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Reynold Martin, Associate Director - Infrastructure & Real Assets, Allstate Investments
AIMS Speaker

Reynold Martin is an Associate Director in the Infrastructure and Real Assets Group where he is responsible for investments within the Infrastructure and Energy sectors. Mr. Martin joined Allstate in 2000 and previously spent five years as a member of Allstate’s Private Equity group and six years as a member of Allstate’s Private Placement Group. Within those groups, Mr. Martin has been responsible for the underwriting and managing of a portfolio of private equity/mezzanine funds and co-investments, private placement loans, and bank loans including the utilities and energy sectors. Prior to joining Allstate, he worked in Prudential Capital Group’s Private Placement department, where he was responsible for analyzing private placement transactions within the Midwestern United States.

Mr. Martin earned a BS and an MBA from Florida A&M University, and is a CFA charter holder.

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Kristina Matthews, Managing Partner, Rising Tide Fund Advisors
AIMS Speaker

Bio to come...

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Marina Mavrakis, Managing Director, Head of Private Equity, High Yield & Distressed Investments, TIAA-CREF
PartnerConnect East Speaker
AIMS Speaker

Marina Mavrakis is managing director and head of Private Equity, High Yield & Distressed Investments for the TIAA-CREF organization. Ms. Mavrakis is responsible for overseeing the organizations investments in private equity funds and privately placed below investment grade debt and equity. Most recently, she was head of Private Placement Investments where she was responsible for the acquisition of corporate investment grade debt instruments. While at TIAA-CREF, she has held various positions across the private and public asset classes. Ms. Mavrakis joined the TIAA-CREF organization in 1994. Ms. Mavrakis has 25 years of investment experience including a position at JP Morgan where she was a credit analyst in the Corporate Finance area. Ms. Mavrakis holds a B.A. in economics from Smith College and an M.B.A. in finance from New York University, Stern School of Business.

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Scott Maxwell, Senior Managing Director & Founder, OpenView Venture Partners
Venture Alpha East Speaker

Scott Maxwell began his career as a venture capitalist in 2000, working as a senior managing director at Insight Venture Partners. In 2006, he founded OpenView Venture Partners, a Boston-based venture capital firm that invests in expansion-stage technology companies, where he is currently the senior managing director. He has spent more than a decade developing and communicating the vision that VC firms can, and should, offer meaningful value beyond the capital that they invest. Prior to becoming a venture capitalist, Mr. Maxwell held senior positions Putnam Investments, Lehman Brothers, and McKinsey & Company.

Mr. Maxwell graduated from MIT with a Ph.D. in mechanical engineering and a Master of Science in management from the MIT Sloan MBA program. He also holds a BS and MS in mechanical engineering from the University of California, Davis.

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Dave McClure, Founding Partner, 500 Startups
Venture Alpha East Speaker

Bio to come..

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William McEnroe, Managing Partner, Civatis
HedgeWorld East Speaker

William McEnroe is the founder of Civatis, an outsource CFO platform with institutional infrastructure, targeting families with assets greater than $1 Billion. He is the founder of FTS, an international tax firm exclusively dedicated to the Alternative Investment Industry. FTS’s professional team is comprised of former Big Four CPAs,and JDs with extensive knowledge and experience in servicing Hedge Funds, Private Equity Funds, and Real Estate Funds. FTS has locations in New York, Fort Lauderdale, Greenwich, Bermuda and Cayman. Prior to founding FTS he was a founding Partner of WTAS, Head of the Alternative Investment Tax Group in New York and a member of the investment committee. He has over 25 years of experience in advising clients on business and diverse tax matters, including extensive knowledge of alternative investments, partnership taxation, offshore taxation, and multistate taxation. His clients include complex alternative investment funds both on-shore and off-shore, and some of the largest family offices in the United States. He is a member of MetCircle, the Explorers Club, and the Forbes 400 Advisory Council. William serves on the Board of Advisors to both The Family Office Association and Communities in Schools and is a founder of the Haitian Farmer’s Cooperative.

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Mike McGill, Founder and Managing Director, MHT Partners
Buyouts East Speaker

Mike McGill, Co-Founder and Managing Director of MHT, focuses on business services (traditional and tech-enabled), information-intensive businesses and high-growth consumer products and services. While at MHT, Mr. McGill led the execution of assignments for Port-A-Cool, Noesis, PsPrint, Freeman, Contract Datascan, Edline, Efficient Attic Systems, Authentix, Frozsun Holdings, Trinity Consultants, xpressdocs, Chemical Information Services, Impact Innovations and Softbrands. Prior to founding MHT, Mr. McGill spent five years at Donaldson, Lufkin & Jenrette (and subsequently CS First Boston) in the Dallas office where he managed the execution of M&A advisory and corporate finance transactions for middle-market companies. Prior to joining DLJ, he spent several years in New York with Lehman Brothers focused primarily on M&A advisory.

Mr. McGill earned an MBA, with distinction, from the Kellogg Graduate School of Management at Northwestern University and graduated from Southern Methodist University with a BBA in Finance and Real Estate. He serves on the board of the Wilkinson Center in Dallas, a charity focused on providing pathways out of poverty. He is also an active member of the Lone Star chapter of the Young Presidents Organization (YPO) and is a frequent presenter and faculty member speaking on the subjects of M&A and capital markets generally.

Mr. McGill lives in Dallas with his wife and three daughters and is an avid skier and cyclist.

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Thomas McGlade , Portfolio Manager & Director, U.S. Office, Prologue Capital INC
HedgeWorld East Speaker

Thomas McGlade is a Trader and Director of Prologue Capital’s U.S. business based in Greenwich, CT. Prologue Capital is an alternative investment firm that manages a discretionary fixed income strategy with an emphasis on inflation-linked investments. Founded in 2006 and with offices in London and Greenwich, CT, Prologue has approximately $2.1 billion in assets under management. Prior to Prologue, Mr. McGlade spent 15 years at RBS Greenwich Capital, most recently as a Managing Director and Head Trader for long duration U.S. Treasury bonds. During his tenure at RBS Greenwich Capital, he specialized in relative value and arbitrage opportunities in U.S. Treasuries, futures and derivatives. Along with Graham Walsh and David Lofthouse, he was part of the team that established Greenwich Capital as a premier government bond trading house.

Mr. McGlade began his career in commercial real estate as a project manager with Newport National Corporation in San Diego. He holds a B.A. in economics from Duke University.

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Cliff Meijer, Managing Partner, Thomas Weisel Global Growth Partners
Buyouts East Speaker

Clifford Meijer is a Partner with Thomas Weisel Global Growth Partners LLC, the private equity fund management group within Stifel Finanancial Corp. Mr. Meijer has spent the last 22 years investing in private equity, either on a primary or secondary basis. Prior to joining Stifel in 2002, Mr. Meijer spent six years with BancBoston Capital where he was a Vice President, responsible for secondary purchases of private equity portfolios. Prior to joining BancBoston Capital, Mr. Meijer spent six years at Abbott Capital Management, an investment management firm specializing in private equity investments. Prior to his tenure at Abbott Capital Management, Mr. Meijer was with Venture Economics, an industry research firm focused on the private equity market. He holds an M.B.A. from The F.W. Olin Graduate School of Business at Babson College and a B.S. from Babson College.

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James Meisner, Managing Director, Commonfund
HedgeWorld East Speaker

James Meisner is Managing Director in the Commonfund Hedge Fund Strategies Group. He shares responsibility for research, manager identification, due diligence, and investment monitoring for hedge fund portfolios at Commonfund, a $24 billion investment manager for nonprofit institutions. Prior to joining Commonfund in 2004, he spent 12 years at RBS Greenwich Capital, where he was Managing Director and head of research for the Portfolio Strategies Group. Prior to that he was head of futures and options research at Yamaichi America and at Merrill Lynch Capital Markets. Meisner began his business career at the Chicago Board of Trade, where he was involved in the introduction of options on bond futures. Earlier, he was an Instructor in Statistics at the University of Chicago Graduate School of Business. He received an AB in mathematics and an MBA in finance from the University of Chicago, and completed coursework and examinations for a PhD in econometrics at the Graduate School of Business. He has published numerous articles in academic and financial journals.

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Jane Mendillo, President & Chief Executive Officer, Harvard Management Company
PartnerConnect East Speaker

Jane Mendillo became President and Chief Executive Officer of Harvard ManagementCompany (HMC) on July 1, 2008. Since rejoining HMC, Jane has reoriented and grown HMC’s investment platform and organization to position the portfolio for continued long-term success. Ms. Mendillo returned to HMC after serving as Chief Investment Officer of Wellesley College from 2002-2008, where she built the college's first investment office and restructured its investment portfolio.

Prior to Wellesley, Ms. Mendillo spent 15 years at HMC where her responsibilitiesincluded oversight of all of the portfolio’s outside-managed assets as Vice President of External Management, after serving as a key member of the Internal Equity and Private Equity management teams.

Ms. Mendillo earned her BA and MBA degrees from Yale University. She began her business career as a management consultant with Bain & Company in Boston. She is a Chartered Financial Analyst and a member of the Boston Security Analysts Society, Inc., the Boston Committee on Foreign Relations and the Boston Economic Club and serves as a member of the Board of Directors for the Boston Foundation. She also serves on the Investment Committees at Partners Healthcare and the Rockefeller Foundation.

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Jim Millstein, Chairman & Chief Executive Officer , Millstein & Co
Buyouts East Speaker

Mr Jim Millstein is the Chairman and Chief Executive Officer of Millstein & Co.

Until March 2011, Mr. Millstein was the Chief Restructuring Officer at the U.S. Department of the Treasury. In that role, he was responsible for oversight and management of the Department's largest investments in the financial sector. He was the architect of American International Group's (AIG) successful restructuring, described by the Wall Street Journal as the "Super Bowl of Corporate Turnarounds."

Prior to serving at the Treasury Department, Mr. Millstein spent more than two decades in the private sector, where he "worked on some of the biggest bankruptcies in history," per the New York Times.

From July 2000 to April 2009, Mr. Millstein served as Managing Director and Global Co-Head of Corporate Restructuring at Lazard. Mr. Millstein managed a leading restructuring practice in Europe, the United States and Asia. Selected engagements included representation of the United Auto Workers in connection with the restructuring of their contractual relationships with GM, Ford and Chrysler; representation of Charter Communications in connection with its pre-packaged plan of reorganization under Chapter 11; representation of the Republic of Argentina in connection with the exchange offer for its international bond indebtedness; representation of WorldCom in connection with its Chapter 11 reorganization; representation of United Pan-European Communications in connection with its pre-arranged plan of arrangement in the Netherlands and Delaware; and, representation of Marconi in connection with its scheme of arrangement in the United Kingdom.

Before joining Lazard, Mr. Millstein was Partner and Head of the Corporate Restructuring practice at Cleary, Gottlieb, Steen & Hamilton. From September 1982 to June 2000, Mr. Millstein managed a highly successful practice of a major international law firm. Significant engagements included representation of Daewoo Corporation in connection with its financial restructuring in Korea; representation of the Disney Corporation in connection with the financial restructuring of EuroDisney in France; representation of Pan-American Airlines in connection with its Chapter 11 reorganization; and, representation of the Zell-Chilmark Fund in its acquisition of various troubled companies in and out of Chapter 11.

Mr. Millstein received a J.D. from Columbia Law School, where he was a Harlan Fiske Stone Scholar. He holds an M.A. in Political Science summa cum laude from the University of California, Berkeley. Mr. Millstein graduated summa cum laude with a B.A. in Politics from Princeton University.

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Rachel Minard, Founder & CEO, Minard Capital
HedgeWorld East Speaker

Rachel Minard is the Founder and CEO of Minard Capital LLC, a global institutional marketing intelligence and asset raising firm based in San Francisco and New York City. Before building Minard Capital, Rachel built and managed global institutional investment businesses for twenty years, including twelve years building fund of hedge fund firms, notably Cadogan Management and Corbin Capital Partners. Raising over $10 billion in the course of her career, Rachel started her marketing career in 1991 after her first company was hired to build the Ronald Reagan Presidential Library. Rachel holds a B.A. in journalism with honors from Northeastern University with notable distinction as a Wesley W. Marple Distinguished Lecturer by the university. She serves on several-high profile advisory boards, has won numerous industry awards for institutional marketing and is a member of the Investment Sub-Committee of the Westover School Endowment. She is also a frequent keynote at industry conferences including appearances on NPR, TEDsf and CNBC. Her first book, Speaking in Thumbs: The Handbook of Empathy is due next Fall 2013.

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Craig Mitchell, Director, LP Capital Advisors
AIMS Speaker

Craig Mitchell is a Director in the Client and Advisory Services group based in Sacramento, California. Mr. Mitchell focuses on investment sourcing and screening and due diligence on fund, direct investments, secondaries and co-investments in addition to providing valuation and strategic advisory services. Additionally, Mr. Mitchell concentrates on activities related to managers focused on turnaround / distressed for control opportunities globally.

Prior to joining LP Capital Advisors in 2008, Mr. Mitchell spent three years at Wachovia Securities in the mergers and acquisitions group advising corporate and private equity clients on a variety of transactions. Prior to Wachovia Securities, Mr. Mitchell spent over six years in various accounting and consulting roles, including three years at Ernst & Young LLP.

Mr. Mitchell received an MBA from the University of North Carolina, Chapel Hill and a B.S. in Business Administration from the University of California, Berkeley. Mr. Mitchell is a CPA (inactive).

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Ralph Money, Managing Director , Commonfund
Buyouts East Speaker

Mr. Money is a Managing Director of Commonfund Capital. He is a member of the investment team, senior product specialist and serves as the team’s lead limited partner contact. Mr. Money has 28 years of experience in investments, investor relations, nonprofit financial and general management and institutional banking. Mr. Money joined Commonfund Securities, Inc. in 1999 serving the investment management needs of institutional investors primarily in the northeast.

Prior to joining Commonfund, Mr. Money held various leadership positions within foundation and mission-based organizations including the American Red Cross. His responsibilities included setting strategic directions, financial and investment management, advancement and resource development. Mr. Money also spent four years at the Chase Manhattan Bank as an officer responsible for covering financial institutions in New England and the Midwest.

He has served on the advisory boards of several private capital limited partnerships. He has served on the boards of directors of several social sector enterprises and is the former ranking member and chairman of the fire commission in Fairfield, CT, past chairman of the investment committee of The Unquowa School and is a former member of the Police and Fire Retirement Board for the Town of Fairfield. Mr. Money received a B.S. in Business Administration from Georgetown University and has an M.B.A. from Harvard Business School.

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Matthew Moniot, Founder & Chief Investment Officer, Elanus Capital Management, LLC
HedgeWorld East Speaker

Matthew Moniot is the Founder and Chief Investment Officer of Elanus Capital Management, LLC (“ECM”), an independent alternative asset manager focused on the global financial services industry. ECM has experienced 16.6% returns year to date and 17.5% since inception on December 11, 2011.

Throughout his career, Matthew has specialized in sovereign and financial credit and equity markets, serving professionally as an economist, portfolio manager, analyst, and trader. From 2006-2010, Matthew headed the international financials portfolio of Millennium Management in New York. As an early and vocal critic of European banking leverage and US mortgage malfeasance, Matthew significantly outperformed the market, generating strongly positive returns during the 2008 Global Financial Crisis. Prior to his time with Millennium, Matthew managed a global financials portfolio at Lehman Brothers, where he was instrumental in founding and building out their principal strategies group, Equity Capital Management, from 2004 to 2006.

From 2001-2004, Matthew worked with Leon Cooperman at Omega Advisors as a financial analyst. As the lead analyst, Matthew conducted significant diligence on investment and commercial banks and insurance companies globally. From 1995-1999, Matthew was a sovereign and financials credit trader with the proprietary trading group of Brazilian Bank FonteCindam. During his tenure with FonteCindam in Rio and Sao Paolo, Matthew led a three person team trading derivative and cash markets linked to global sovereign and financial credits. Matthew managed these portfolios through the Asian crisis, Russian default and Brazilian devaluation. While in Brazil, Matthew spent considerable time advising the Brazilian Central Bank on a range of issues as they related to the Country’s foreign exchange policy.

Prior to his work in Brazil, Matthew worked with the United Nations’ World Health and Food and Agriculture Organizations in Rome as an economic analyst. Matthew holds a BA from Johns Hopkins University and an MA from The University of Texas at Austin. He has provided expert advice to the OECD’s Financial Roundtable on banking regulatory policy, advising global regulators and central bankers on financial policymaking implications.

Matthew was born in Washington DC and speaks Portuguese, Spanish and Italian. He lives in New York City with his wife, Annie Wayte, a noted chef and author, and their two young children.

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Howard Morgan, Partner, First Round
Venture Alpha East Speaker

Bio to come...

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Howard Morgan, Co-President, Castle Harlan
AIMS Speaker

Bio to come..

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Michael Moy, Managing Director, Pension Consulting Alliance
Venture Alpha East Speaker

Michael Moy is a Managing Director and member of the Board of Directors with Pension Consulting Alliance, Inc. (PCA) where he specializes in private equity. He has conducted strategic reviews of the CalPERS and New York City Pension Plans private equity programs and has been involved in several projects for the New York State Common Retirement Fund. He serves as the Lead on PCA’s strategic private equity consulting relationship with the Investment Committees of CalPERS and CalSTRS. He is the co-lead on the total private equity relationship with the Los Angeles Department of Water and Power Employees’ Retirement Plan and the Seattle City Employees’ Retirement System. He also works with other clients on investment policy development, portfolio structuring, manager due diligence and specialized research.

Previously, Mr. Moy was a Managing Director at Pacific Corporate Group, Inc. where he was a member of the Board of Directors and co-leader of the group responsible for evaluating, recommending, and monitoring private equity investments for public institutional clients (CalPERS, Oregon PERS, Employees’ Retirement System of Rhode Island, and the Fire & Police Pension Association of Colorado).

Mr. Moy is a certified public accountant (inactive) who spent twenty-nine years with KPMG LLP where he was the regional leader of an acquisition advisory practice and the Managing Partner of several offices. He has also been the acting CFO for several troubled private equity fund portfolio companies.

Mr. Moy received his Bachelor of Business Administration from St. John’s University.

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Michael Moy, Managing Director, Pension Consulting Alliance
AIMS Speaker

Michael Moy is a Managing Director and member of the Board of Directors with Pension Consulting Alliance, Inc. (PCA) where he specializes in private equity. He has conducted strategic reviews of the CalPERS and New York City Pension Plans private equity programs and has been involved in several projects for the New York State Common Retirement Fund. He serves as the Lead on PCA’s strategic private equity consulting relationship with the Investment Committees of CalPERS and CalSTRS. He is the co-lead on the total private equity relationship with the Los Angeles Department of Water and Power Employees’ Retirement Plan and the Seattle City Employees’ Retirement System. He also works with other clients on investment policy development, portfolio structuring, manager due diligence and specialized research.

Previously, Mr. Moy was a Managing Director at Pacific Corporate Group, Inc. where he was a member of the Board of Directors and co-leader of the group responsible for evaluating, recommending, and monitoring private equity investments for public institutional clients (CalPERS, Oregon PERS, Employees’ Retirement System of Rhode Island, and the Fire & Police Pension Association of Colorado).

Mr. Moy is a certified public accountant (inactive) who spent twenty-nine years with KPMG LLP where he was the regional leader of an acquisition advisory practice and the Managing Partner of several offices. He has also been the acting CFO for several troubled private equity fund portfolio companies.

Mr. Moy received his Bachelor of Business Administration from St. John’s University.

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Terry Mullen, Partner, Founder, Arsenal Capital Partners
Buyouts East Speaker

Terrence M. Mullen is Co-Founder and Partner of Arsenal Capital Partners, a leading private equity firm that invests in specialty industrial, healthcare, and financial services sectors where it has deep expertise. The firm is comprised of a team of 35 professionals with extensive investment, transaction, industry, and operating capabilities. This diverse team enables companies to accelerate growth and compound profitability. Arsenal Capital Partners operates out of offices in New York City and Shanghai and currently has $800 million of equity capital under management.

In 2000, Mr. Mullen co-founded Arsenal Capital Partners with Jeffrey B. Kovach, a colleague at Thomas H. Lee Partners (currently known as THL Partners), a $20 billion private equity firm in Boston, Massachusetts. At THL Partners, Mr. Mullen was a Principal and invested in manufacturing, services and media companies. While at THL Partners, Mr. Mullen had a leading role in growth buyout investments with a total equity value of $700 million, enterprise values of over $1.8 billion. Mr. Mullen also worked in the Investment Banking Division of Morgan Stanley & Co. and received a B.B.A. in Finance and Economics from the University of Notre Dame and a M.B.A. from Harvard Business School. Mr. Mullen currently serves on the boards of DG3 Holdings, LLC, KGS-Alpha Capital Markets, LP, and Source Refrigeration & HVAC, Inc. He previously served on the boards of additional Arsenal portfolio companies IDQ Holdings, Inc., Priority Solutions Inc., Renaissance Mark Holdings Corp., Sermatech International Holdings Corp., and TallyGenicom Holdings, LLP.

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Dr. Olaf Neubert, Managing Partner, Hedges Capital
Buyouts East Speaker

Dr. Olaf Neubert is the Managing Partner of Hedges Capital, an Alternative Asset investment firm specialized in Private Equity Secondaries, Distressed Debt and Restructurings and Capital Introductions. Hedges Capital is the leading buy side agent for Private Equity Secondaries working as agent and advisor with the principal Secondaries investors as well as nontraditional institutional and private investors in Secondaries. On the Primary side Hedges Capital is expanding its Alternative Asset placement business with our partners in Europe, highly specialized and focused on institutional quality managers, spin-outs and growth funds of excellent management teams. We introduce select top flight Private Equity, Venture and HedgeFunds from the U.S., Canada and Latin America to European investors, with a focus on Family Offices, Private Banks, Insurance Co.'s and other institutional investors.

Prior to founding Hedges Capital in 1999, Dr. Neubert was a Managing Director with Citibank in international postings. He served in executive positions in New York, Buenos Aires, Brussels, Dublin, as Chairman of Citibank AG in Austria, and as Managing Director of Citibank Germany in Frankfurt. Dr. Neubert is a German and US citizen. He graduated from the University of Hamburg, Germany, with undergraduate degrees in business administration and economics and a Masters in Business Administration. He received his Ph.D. in political science from the Christian Albrechts University of Kiel.

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Dr. Olaf Neubert, Managing Partner, Hedges Capital
AIMS Speaker

Dr. Olaf Neubert is the Managing Partner of Hedges Capital, an Alternative Asset investment firm specialized in Private Equity Secondaries, Distressed Debt and Restructurings and Capital Introductions. Hedges Capital is the leading buy side agent for Private Equity Secondaries working as agent and advisor with the principal Secondaries investors as well as nontraditional institutional and private investors in Secondaries. On the Primary side Hedges Capital is expanding its Alternative Asset placement business with our partners in Europe, highly specialized and focused on institutional quality managers, spin-outs and growth funds of excellent management teams. We introduce select top flight Private Equity, Venture and HedgeFunds from the U.S., Canada and Latin America to European investors, with a focus on Family Offices, Private Banks, Insurance Co.'s and other institutional investors.

Prior to founding Hedges Capital in 1999, Dr. Neubert was a Managing Director with Citibank in international postings. He served in executive positions in New York, Buenos Aires, Brussels, Dublin, as Chairman of Citibank AG in Austria, and as Managing Director of Citibank Germany in Frankfurt. Dr. Neubert is a German and US citizen. He graduated from the University of Hamburg, Germany, with undergraduate degrees in business administration and economics and a Masters in Business Administration. He received his Ph.D. in political science from the Christian Albrechts University of Kiel.

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Dan Niles, CIO, AlphaOne Capital Partners
HedgeWorld East Speaker

Dan T. Niles is the Chief Investment Officer for Alpha One Capital Partners, an investment management firm serving institutional and high net-worth investors. In 2010, the AlphaOne Satori Fund, which he manages, was named a top 10 Equity Long/Short performer for 2010 as well as for the past three years by BarclayHedge. In 2006, the Satori Technology Fund, which he managed, was awarded the "Best Newcomer" award at the 2006 MARHedge US Performance Awards.

Mr. Niles was selected for Institutional Investor Magazine's "All-America Equity Research Team" from 1999-2003 in the semiconductor category and from 2000-2003 in the PC hardware/IT hardware categories. He has received five awards in the Wall Street Journal's "Best on the Street" survey, including awards for stock picking in the categories of computer peripherals, computer hardware & PCs, and semiconductors. From 2004 to 2008, Mr. Niles was a Managing Director at Neuberger Berman, Inc., and Chief Executive Officer of Neuberger Berman Technology Management, which focused on long and short equity investments in the technology sector.

Before starting his Wall Street career, Mr. Niles was an engineer with Digital Equipment Corporation. Niles received a B.S. in Systems Engineering from Boston University and his M.S. in Electrical Engineering from Stanford University.

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Ricky B. Novak, Managing Partner, Strategic Group of Companies
HedgeWorld East Speaker

Ricky B. Novak serves as a Managing Partner of the Strategic Group of Companies, an Atlanta based firm built on a platform of delivering tax efficiency through global business solutions and private equity capital. As part of his role with SGC, Mr. Novak serves as CEO of SGC affiliate Strategic 1031 Exchange Advisors (“SEA”). SEA is a boutique advisory firm and qualified intermediary that provides real estate and tax consulting services for clients structuring complex real estate transactions and asset dispositions. SEA’s global client base includes many of the most sophisticated commercial and residential real estate investors and developers. Mr. Novak specializes in the facilitation of tax-deferred like-kind exchanges under Internal Revenue Code Section 1031, and has assisted clients in structuring reverse exchanges, construction exchanges, non-safe harbor exchanges, personal property exchanges, multi-asset business sales, and international exchanges. Further, Mr. Novak also serves as Co-Managing Partner of SGC affiliate Strategic Capital Partners ("SCP"), a boutique investment bank focused on "Green, Sustainable and Socially Responsible" tax strategies, often involving federal and state tax credits and benefits. Mr. Novak's expertise includes assisting clients in both the creation and syndication of conservation easement, historic preservation, renewable energy and entertainment tax benefits. Mr. Novak obtained his undergraduate degree from the Georgia Institute of Technology and received his Juris Doctorate from Emory University’s School of Law.

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Matt Oguz, Founding Partner, Palo Alto Venture Science
Venture Alpha East Speaker

Matt Oguz comes from a professional background in ecommerce, analytics, behavioral economics and decision sciences. Earlier in his career, he built big data solutions for a number of Fortune 500 companies such as Dow Corning, Coca Cola and General Electric. Restarting his career as an entrepreneur in 2003, his tenure covers ecommerce, negotiation management and revenue optimization related startups. In 2006, Matt wrote DealCup, a negotiation management software platform for car dealerships. In 2008, he built TheBuyList, an independent stock rating platform that extracts large buy and sell transactions of mutual funds and calculates stock ratings based on this information. An angel investor since 2005, Matt is an active mentor in a number of Silicon Valley incubators and hackathons such as Microsoft TechStars and AngelHack. Matt founded Palo Alto Venture Science in 2012, a new generation venture capital fund which applies analytical methods to venture investing.

A national physics high school scholar having scored in the top 100 students out of the entire graduating class of 1.2 million high school students in Turkey, Matt graduated from Bogazici University in Istanbul with a bachelor’s degree in civil engineering. With full scholarship, he then earned an MBA degree in Decision Sciences from Georgia State University Robinson College of Business. With strong ties on the east coast, he provides guest lectures at Georgia Institute of Technology business school in entrepreneurial finance and supply chain management."

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Max Osborne, SVP, Head of US Domestic Distribution, Permal Group
AIMS Speaker

Mr. Osborne joined Permal Group in April 2012 as Head of US Domestic Distribution. Mr. Osborne takes on a new role that includes management and development of the US-focused retail team, as well as development and launch of new products, specifically targeting the US market. This appointment coincides with the 1st February 2012 launch of Permal Hedge Strategies Fund, a fixed income multimanager fund, registered under the Securities Act of 1933 and Investment Company Act of 1940. Mr. Osborne will be focused on broadening distribution of the new registered fund though direct investment and Broker Dealer relationships. Mr. Osborne was previously Head of Distribution at Skybridge Capital, where he led the sales efforts of the US-based sales team while adding new distributor relationships. Before joining Skybridge in 2010, Mr. Osborne was at Permal Group, where he covered US domestic distribution focused on the traditional LP structured funds and distribution via direct purchase and Broker Dealer networks. Mr. Osborne graduated from Ancell School of Business with a B.A.

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Amanda Outerbridge, Principal, HarbourVest Partners
Buyouts East Speaker

Bio to come..

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Georganne Perkins, Managing Director, Fisher Lynch Capital
Venture Alpha East Speaker

Georganne Perkins is Managing Director of Fisher Lynch Capital. Fisher Lynch is a private equity firm with $1.9B assets under management investing in buyout funds, venture capital funds and sponsored co-investments. Prior to joining Fisher Lynch in 2006, she was Director of Private Equity at the Stanford Management Company which was formed to manage the investment assets of Stanford University. As Director, she was responsible for investments in both venture capital and buyout funds and held numerous advisory board positions. Prior to joining the Private Equity team in 1990, she held various other positions at Stanford since 1982. Georganne is a Trustee of the YMCA Retirement Fund, a member of the Investment Committee for the Silicon Valley Community Foundation, and Chair of the Endowment Management Committee for Saint Francis High School (Mountain View, CA). Georganne earned her BA in Fine Arts at University of California Irvine.

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Joe Peta, Managing Director, Novus Partners
HedgeWorld East Speaker

Bio to come..

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Peter Pham, Co-Founder, Science Inc.
Venture Alpha East Speaker

Peter Pham is a Co-Founder & Partner at Science in Santa Monica, CA. A technology studio that has been a part of building & investing in companies like Dollar Shave Club, DogVacay, & Ellie. Mr. Pham started his career with 8 years in the enterprise hardware and software space. Having success in building companies ranging from solid state storage to SAS businesses Mr. Pham then focused his time in the consumer internet space, moving to Silicon Valley in 2005 building companies like Photobucket. As Vice President of Business Development at Photobucket he was the 5th employee and was responsible for driving growth to 61M users and leading its $300M acquisition in 2007 to Fox Interactive Media, a division of News Corporation. Peter then turned his energy in helping people save money as CEO of BillShrink from inception to their 1st Million users in a little over a year. BillShrink became TruAxis which was acquired by MasterCard in 2012.

Continuing the journey of building early stage companies Mr. Pham was the Co-Founder & President of Color exploring the future of mobile and social interactions through proximity. Most recently he spent time as a 2nd time Entrepreneur In Residence at Trinity Ventures.

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Shervin Pishevar, Co-CEO, Sherpa Foundry, and Venture Advisor, Menlo Ventures,
Venture Alpha East Speaker

Shervin Pishevar, Co-CEO, Sherpa Foundry

Shervin is the co-founder and co-CEO of Sherpa Foundry, a newly-minted startup foundry and fund, and a venture adviser at Menlo Ventures. He was a managing director at Menlo from 2011 to 2013. He has worked closely with the teams at Uber (where he is a strategic adviser), Fab, Warby Parker, Cinemagram, Getaround, Poshmark, Baby.co.br andled Menlo's investment in Tumblr. He helped launch the Menlo Talent Fund, Menlo's $20m seed fund, in September 2011. Prior to joining Menlo, Shervin was chief application officer and GM at Mozilla after a career as a serial entrepreneur and angel investor. He founded Webs.com (sold to Vistaprint for $117.5m in cash), Social Gaming Network (merged with Mindjolt) and Hyperoffice and is a co-founder of 1% Of Nothing. He has angel invested in over 40 companies including Taskrabbit, Klout, Milo.com (sold to ebay), Aardvark (sold to Google), Socialcam (sold to Autodesk), Blackjet, Science, Dollar Shave Club and Rapportive (sold to LinkedIn). Shervin serves on the advisory board of Comscore (NASDAQ: SCOR).

Shervin is one of 10 members of the UN Foundation's Global Entrepreneurs Council, serves as an Entrepreneurial Ambassador on several State Department delegations and at the President's Summit on Entrepreneurship. Shervin was chosen by the US Government as an Outstanding American by Choice - one of only 100 naturalized Americans to be chosen since the beginning of the award. Giving back is very important to Shervin and is the reason he dedicates time to traveling abroad to Africa to volunteer with Invisible Children and charity:water. Shervin is a graduate of the University of California (BA, Interdisciplinary Studies Field Major), a published researcher in JAMA and Neuroscience Letters and the author of several US patents.

Named "Bill Gates' Worst Nightmare" by the Financial Times, Shervin is a visionary technology entrepreneur, angel investor, published researcher, start up advisor and incubation expert and startup visa activist. Shervin has raised over $50m in venture funding for his start ups and invested in over 40 startups. Shervin is the founder and CEO of SGN, one of the leading social and mobile gaming companies, and over 30 million installs on the iPhone and tens of millions of users on Facebook with titles such as F.A.S.T., Skies of Glory, Exo-Planet, iBowl, iGolf, iBasketball and (fluff)friends. SGN was acquired by Mindjolt, a leading social gaming company on Facebook and the web. Shervin raised a $15m Series A for SGN from such investors as Greylock Capital, Founders Fund, Bezos Expeditions, Columbia Capital and Novak Biddle Venture Partners. Shervin was founding President and COO of Webs (formerly Freewebs), one of the largest social publishing communities in the world with over 40 million members and adding 25,000 users a day. Shervin raised $12m for Webs from Novak Biddle and Columbia Capital. Shervin currently serves on the Board of Directors of both SGN and Webs. Shervin has also cofounded companies such as Hyperoffice, a leading SAAS provider for small businesses, and formerly WebOS (Web Operating Systems) Inc.

Shervin was a member of the Technology, Media and Telecommunications (TMT) policy working group that helped create the Obama Technology and Innovation Plan in 2008 and a Co-Chair of Tech for Obama in 2012 where he helped organize and host 8 roundtables with President Obama and entrepreneurs. Shervin has an extensive track record for technology innovation and his achievements have been highlighted by the Wall Street Journal, Financial Times, New York Times, LA Times, CNN and CNBC.

Shervin's research accomplishments include co-authoring a seminal article in JAMA when he was 21 years old that helped lead to the Istanbul Protocol, the first set of international guidelines for documentation of torture. It became a United Nations official document in 1999. Shervin independently invented a patented new method for lysing Malaria-infected erythrocytes while an undergraduate at UC-Berkeley (Patent Number 6,384,015) along with 3 other allowed patents. His malaria research was a continuation of his high school research project on the magainin peptide. Shervin's published research with peer-reviewed articles published include his JAMA article along with an article in Neuroscience Letters when he was 19 years old linking glucocorticoids treatments to seizures. His patents are in such fields such as distributed computing, dynamic replication of applications, data and servers and collective commerce.

Shervin founded his first company, WebOS (myWebOS), in 1997 when he was 23 years old and raised over $10 million for that venture from such investors as Adam Dell's Impact Venture Partners and Grotech Capital. WebOS created the world's first distributed operating system (patents pending) that heralded the dawn of a new era in advanced on demand windows-like web applications complete with a set of powerful API's for developers. Shervin pioneered the concept of 'On Demand Services' through WebOS- a vision that is now being acknowledged with ushering in a new era of web computing. Shervin is most proud of having assembled the greatest minds in the WebOS space from Erik Arvidsson, Dan Steinman, Dan Savarese and Dr. Amin Vahdat all in one company.

Subsequently, Shervin advised such venture funds as the Vanderbilt University Technology Company (VUTC), the venture fund of Vanderbilt's $2.3 billion endowment fund, on their portfolio companies as well as serving as a Director of Seges Capital, a multi-university venture consortium. In 2001 he founded Ionside Interactive, a leading award winning PocketPC software company, Application Corporation, creators of the Hyperoffice messaging and groupware suite, advised Elipse Networks. Products Shervin has created have won awards such as the 2002 Top 100 Technology Award by Computer Shopper Magazine (Ionside's Argentum), Top 5 Web Applications (Hyperoffice) by CNET and the NY Times Advertising Design Award Finalist (Elipse's Evian Design).

Shervin worked previously as a Research Associate at Kaiser Permanente, Presidential Fellow at the University of California at Berkeley, IRTA Fellow at the National Institutes of Health and Summer Research Fellow at M.D. Anderson Cancer Research Center. He also founded and was the Editor-in-Chief of Berkeley Scientific, the first peer reviewed undergraduate research journal in the nation and recruited a premier editorial board including Nobel Laureate Glenn Seaborg.

Shervin is a former elected member and Vice President Pro Tempore of the Montgomery County Board of Education (Maryland) where he helped direct and manage one of the largest and highest quality school systems in the nation with over 120,000 students, 15,000 teachers and an annual budget over $1 billiond. He held memberships in such national and regional educational organizations as the National School Boards Association (NSBA), National Federation of Urban-Suburban School Districts (NFUSSD), American Association of School Administrators (AASSA) and the Maryland Association of Boards of Education (MABE).

Shervin has been interviewed numerous times on National Television shows like Powerlunch on CNBC and Fox News seeking his opinion on such topics as the Microsoft case, the Internet and distributed computing. He has also been featured or interviewed in the Wall Street Journal, Financial Times, New York Times, Washington Post, LA Times and Newsweek.

Shervin received his B.A (Interdisciplinary Studies) from the University of California at Berkeley. Shervin completed over a year of graduate course work in Health Economics at the University of California at Berkeley School of Public Health with a 4.0 GPA.

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Michael Poisson, Managing Director, Sales & Marketing, Investor Analytics
HedgeWorld East Speaker

Michael Poisson is a Managing Director at Investor Analytics (IA), a Risk Transparency Service for asset managers and asset owners. Prior to joining IA, Poisson was Managing Director & Vice President of Sales at Cogency Software a provider of technology solutions to the hedge fund industry which specialized in accounting for Funds of Hedge Funds. Previously, he was the Senior Vice President & Managing Director at SunGard Treasury Systems (now Avantgard Treasury), 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. Poisson's additional responsibilities included setting and executing global business strategy and achieving financial objectives. Poisson is a graduate from Rensselaer Polytechnic Institute where he received a B.S. in Management and was a goalkeeper for the NCAA Division I Champion RPI Engineers hockey team. .

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Jason Pontin, Editor in Chief & Publisher, MIT Technology Review
Venture Alpha East Speaker

As editor in chief, Jason Pontin is responsible for the editorial direction, media platforms, and business strategy of MIT Technology Review, including the rapidly expanding U.S. and international websites, the award-winning print magazine, videos, newsletters, business reports, and live events such as EmTech, the company's annual conference focused on emerging technologies. He also serves as chairman of its international entrepreneurial network, MIT Enterprise Forum. Mr. Pontin joined MIT Technology Review in 2004 as its editor and was named publisher in August 2005.

From 1996 to 2002, Mr. Pontin was the editor of Red Herring, a business and technology publication. From 2002 to 2004 he served as editor in chief of the Acumen Journal, which he founded, covering the business, economic, and policy implications of discoveries in biotechnology and the life sciences. He has written for national and international publications, including the New York Times, the Economist, the Financial Times, Wired, and the Believer. He is a frequent guest on television and radio.

Mr. Pontin was born in London and raised in Northern California. He was educated in England, at Harrow School and Oxford University.

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Darsh Preet Singh, Co-Portfolio Manager, Satori Alpha
HedgeWorld East Speaker

Darsh Singh is on the investment committee for Satori Alpha and serves as the Co-Portfolio Manager. Responsible for sourcing, evaluating and monitoring investment opportunities on behalf of Satori’s principals and partners, Mr. Singh develops macro-themed and volatility-based strategies centered around options trading. Prior to joining Satori, Mr. Singh spent three years managing the equity, fixed income and hedge fund investments for Paras Capital Management in San Antonio, Texas.

Before his foray into finance, Mr. Singh worked in US Intelligence for the National Security Agency. During that stint, he spent time in the top secret world of signals intelligence developing, testing and implementing tools for 'the offense.' Mr. Singh is finishing his Master's degree in Financial Mathematics at Johns Hopkins University. He received a BS in Electrical Engineering from Trinity University, where he also served as the captain of the basketball team and became the first-ever turbaned Sikh to play NCAA basketball.

Mr. Singh is actively involved in the community through volunteering and supporting local projects. He sits on the advisory board of the Multicultural Alliance and serves as the Investment Chair of the Sikh Spirit Foundation. Darsh lives in Fort Worth, Texas with his wife Lakhpreet.

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Kee Rabb, Managing Director, Private Advisors
Buyouts East Speaker

Kee Tilghman Rabb is responsible for private equity strategy and industry research, manager sourcing and due diligence, manager selection and portfolio construction, and monitoring of small company fund managers. Prior to joining Private Advisors, Ms. Rabb was an analyst with Harris Williams & Co. where she participated in all stages of the divestiture process - initial presentation, preparation of offering memorandum, marketing, and negotiation. She was responsible for comprehensive financial valuation and strategic industry analyses and communicated directly with prospective purchasers, both strategic and financial, regarding potential acquisition opportunities. Ms. Rabb also worked closely with the senior management team and shareholders, primarily middle market buyout groups, of client companies. Ms. Rabb received a B.A., Magna Cum Laude, in Economics with concentrations in Mathematics and Financial Economics from Vanderbilt University.

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Robert Radway, Chairman & CEO, NXT Capital
Buyouts East Speaker

Robert Radway is Chairman and CEO of NXT Capital. After founding the company with his senior management team in April 2010, NXT Capital has grown to over $3.0 billion in owned and managed assets. The company originates transactions throughout the U.S. across four business segments; Corporate Finance, Real Estate Finance, Equipment Finance and Venture Finance. Under Mr. Radway’s leadership, NXT Capital has raised approximately $4.2 billion in equity, debt and asset management commitments and has quickly evolved into a leader in middle-market lending. Prior to NXT Capital, Mr. Radway led the formation and successful development of Merrill Lynch Capital from its inception in 2001 until its 2008 sale to GE Capital, during which he was responsible for all aspects of the business. Under his direction, Merrill Lynch Capital grew into a leading middle-market commercial finance company managing $20 billion of loan commitments on its balance sheet and another $12 billion for third parties. Prior to forming Merrill Lynch Capital, Mr. Radway held senior executive positions with Heller Financial, Inc., a NYSE traded commercial finance company, where he played an instrumental role in structuring and negotiating Heller’s 2001 sale to GE Capital for $5.6 billion. Mr. Radway’s background also includes of a number of senior executive positions with The Finova Group, a middle-market commercial finance company. He holds an M.B.A. from the University of Santa Clara and a B.S. from Syracuse University.

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Vikrant Raina, Managing Partner, BV Capital
Buyouts East Speaker

Mr. Raina is the Managing Partner of BV Investment Partners. He joined the Firm in 1999 as a Director and brings more than 21 years of investment banking, strategic consulting, and principal investment experience to the Firm. He chairs the Firm’s Investment, Operating, and Valuation committees. Mr. Raina is focused on the Firm’s investment, risk management, and LP relations activities. Previously, he was an Executive Director in the Communications, Media, and Technology Group at Goldman Sachs (Asia), and a Project Leader at The Boston Consulting Group, Inc. Mr. Raina earned his B.S. in Computer Science from Yale University in 1990 and M.B.A. in 1994 from the Harvard Graduate School of Business Administration, where he was a Baker Scholar. He is on the Board of the Aditi Foundation for the Arts.

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Bo Ramsey, Director of Private Equity, Indiana Public Retirement System
AIMS Speaker

Bio to come...

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Mahendra Ramsinghani, Managing Director, First Step Fund
Venture Alpha East Speaker

Mahendra Ramsinghani manages First Step Fund, a micro investment fund with investments in 45 start-ups in greater Detroit area. He is the author of “The Business of Venture Capital” (Wiley Finance, 2011) and co-author (with Brad Feld) of Startup Boards (Wiley, 2013). He articles have been published in pehub.com, Forbes, MIT Technology Review and Huffington Post. His educational background includes a BE (Electronics) and MBA (Finance and Marketing) from University of Pune, India.

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Bradley Rathe, Managing Director, Astor Janssen Partners
AIMS Speaker

Bio to come...

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John Regan, Chief Investment Officer , Permanens Capital
AIMS Speaker

Mr. Regan is the Chief Investment Officer and Managing Partner of Permanens Capital. Permanens provides outsourced CIO portfolio management for endowments, foundations and family offices. The firm also functions as the family office for Joseph S. Steinberg, President of Leucadia National.

Mr. Regan previously served as a Senior Investment Officer for Cornell University's Office of Investments, which is responsible for managing the $4.95bn(1) Cornell Endowment. As a member of the Executive Management Group, he oversaw all investment allocations and endowment activities, and was responsible for hedge funds, private equity and overall endowment liquidity. While at Cornell, he formulated and implemented a cross-asset class liquidity model for the management of illiquid assets. Cornell’s endowment increased by 12.6% and 19.9% in fiscal years 2010 and 2011, respectively, during his tenure on the investment team(2).

Prior to Cornell, Mr. Regan founded and was the Managing Partner of Steeple Capital, a $600mm(3) healthcare sector hedge fund. He has over 20 years of investment experience in multiple asset classes. Mr. Regan was previously a Principal and General Partner at Andor Capital Management, a $12bn(4) equity hedge fund. While at Andor, he was the Portfolio Manager of the Andor Healthcare Fund. He has held senior investment positions at Bessent Capital, JP Morgan Fleming Asset Management, Train Smith Investment Counsel, and began his finance career at Morgan Stanley.

Mr. Regan is a University Overseer on the Board of Athletics at Tufts University, a member of the Investment Committee for The Salvation Army of Greater New York, a member of Samsung Investments’ Global Investment Advisory Council and a Trustee of Poly Prep Country Day School in Brooklyn, NY. He has chaired Poly Prep's Investment Committee since 2008.

Mr. Regan graduated Cum Laude from Tufts University in 1990 with a Bachelor of Arts in Political Science and received his M.B.A. in Finance from New York University’s Leonard N. Stern Graduate School of Business. He has also studied at the Yale in China Program at the Chinese University of Hong Kong.

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James Roche, Principal, GSO Capital Partners
Buyouts East Speaker

Bio to come...

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Karen Rode, Partner, Hewitt EnnisKnupp
Buyouts East Speaker

Karen Rode, CFA, CPA, is head of the firm’s global private equity and infrastructure research group. She manages global private equity consulting assignments for several retainer and project clients. Prior to joining Hewitt EnnisKnupp, Ms. Rode was a Senior Managing Director for GE Equity, the private equity arm of GE Capital, where she managed a team of 18 professionals, a $2.2 billion portfolio of global limited partnership investments with 250+ private equity sponsors and a $600MM direct co-investment portfolio. She was also President and CEO of Global Fund Partners, GE’s fund of funds. Previously, Ms. Rode held several roles within Heller Financial, Inc. (later acquired by GE Capital) where she led the underwriting and syndication of over $1.2 billion of highly leveraged debt facilities supporting middle market private equity owned companies. Ms. Rode began her career as an auditor with Ernst & Young. She is a member of the CFA Society of Chicago and a Certified Public Account, with a B.S. in finance and accounting from Indiana University, an M.B.A. in finance and marketing from the University of Chicago Booth School of Business, and over 21 years professional experience.

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Mark Rodger, Senior Portfolio Manager, Canada Pension Plan Investment Board
AIMS Speaker

Mr. Rodger is currently responsible for managing two teams which advise on the active risk allocations and management for the Investment Planning Committee.

Prior to joining the CPP Investment Board in May 2006, Mr. Rodger consulted on foreign exchange derivatives and managed a FX trading partnership. Mr. Rodger has a background in the pension fund industry as an equity derivative and foreign exchange portfolio manager at the Ontario Teachers’ Pension Plan Board. Mr. Rodger also has experience as an FX options and proprietary trader at the Royal Bank of Canada and as a credit analyst with the First Interstate Bank of Canada.

Mr. Rodger holds a B. Comm. from Carleton University and is a CFA and CAIA charter holder.

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Robin Rodriguez, Managing Member, Anglo-American Financial
HedgeWorld East Speaker

Robin Rodriguez was a Founder and Chairman of the Board of Stonegate Bank, an FDIC-insured commercial bank. He was a Founder and Managing Member of Anglo-American Financial, LLC which has acted as an asset-based lender and, through subsidiaries, acted as an options broker on the London Stock Exchange and the London Metal Exchange, an SEC-registered Investment Advisor, and an NASD-registered and SIPC-insured broker-dealer. He is the Founder and Managing General Partner of Cordell Funding, LLLP, an asset-based lender which has been approved by the Central Bank of the Bahamas to act as a Lender in that country. He was Co-Founder and Managing Director of India Investment Advisors and the India Deep Value Fund, registered as a Foreign Institutional Investor with the Securities Exchange Board of India. Prior to that he was the Managing Partner of FSI Group which was a dealer in U.S. government securities, an Associate Member of the GNMA Dealer’s Association and, through its subsidiary, a CFTC- and NFA-registered commodities brokerage firm. Before that he set up the commodity department for Vilas & Hickey, a New York Stock Exchange firm, engaged in New York/Chicago silver arbitrage and interest arbitrage in the metal switches for Mocatta Metals Corporation, and was a currency trader for Manfra, Tordella & Brookes, a private bank. He has been a member of the Chicago Board of Trade, the International Monetary Market in Chicago, the Chicago Mercantile Exchange, the International Commodity Exchange (Bermuda), Ltd and the New York Futures Exchange.

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Eric Rosenfeld, CEO, Crescendo Partners
HedgeWorld East Speaker

Mr. Rosenfeld has been the Chairman and Chief Executive Officer of Crescendo Partners, L.P., a New York based investment firm, since its formation in November 1998. Prior to forming Crescendo Partners, he held the position of Managing Director at CIBC Oppenheimer and its predecessor company Oppenheimer & Co., Inc for fourteen years. He was chairman of the board of Spar Aerospace Limited from 1999 through 2001.

Mr. Rosenfeld is chairman of the board and chairman of the strategic planning committee of CPI Aerostructures Inc., a NYSE:Amex listed company engaged in the production of structural aircraft parts for the commercial and military sectors of the aircraft industry. He is also Chairman of the board and CEO of Trio Merger Corp, a SPAC (special purpose acquisition company) that went public in June of 2011. He is also a director of Primoris Services Corporation, a NASDAQ listed specialty construction firm that went public by merging with Rhapsody Acquisition Corporation. Rhapsody was a blank check company of which Mr. Rosenfeld was chairman, president and CEO. In addition, he is the lead director of Cott Corporation, a NYSE and Toronto Stock Exchange listed beverage company. He is also a director of Absolute Software, a TSX listed company.

Mr. Rosenfeld was a director of Hill International, a NYSE listed construction management firm that went public by merging with Arpeggio Acquisition Corporation. He was chairman, president and CEO of Arpeggio. He was chairman of the board of Computer Horizons Corp., an IT Services Company. He was a director of DALSA Corp, an electronics and imaging company that was listed on the Toronto Stock Exchange until its acquisition by Teledyne Inc. He was a director of Matrikon Inc, a provider of industrial intelligence solutions and a Toronto Stock Exchange listed company until its acquisition by Honeywell Inc. Mr. Rosenfeld was a director of Emergis Inc., a Toronto Stock Exchange-listed electronic commerce company until its acquisition by Telus. He was a director of Sierra Systems Group Inc., a Toronto Stock Exchange-listed information technology, management consulting and systems integration firm until it was acquired in 2007. He served as a director of the Geac Computer Corporation Limited, a Toronto Stock Exchange and NASDAQ listed enterprise software company until it was sold in 2006. Mr. Rosenfeld served as a director and head of the special committee of Pivotal Corporation, a Vancouver based customer relations management software company until it was acquired. Until its sale in 2004 to Kronos Incorporated, he was also a director of AD OPT Technologies, Inc., a company based in Montreal that provides advanced workforce planning, scheduling and management solutions.

Mr. Rosenfeld is a regular guest lecturer at Columbia Business School and he is a founding faculty member at the Directors College. He has served on numerous panels at Queen’s University Business Law School Symposia, McGill Law School, the World Presidents’ Organization, the Canadian Corporate Counsel Association Conference and the Canadian Foundation for Investor Education. He has also been a regular guest host on CNBC. Mr. Rosenfeld received an MBA from Harvard University and an AB degree in economics from Brown University.

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Gregory Roth, Senior Editor, Buyouts Magazine
Buyouts East Speaker
AIMS Speaker

Gregory Roth is a senior editor and correspondent for Reuters, Buyouts and peHUB.com, where he writes about “fresh capital” and the pension funds, sovereign funds and endowments that invest in private equity. Prior to joining Reuters, Mr. Roth was a senior producer for The Wall Street Journal, where he was responsible for the News Hub, a twice-daily live business video program that appears on WSJ.com. Prior to that, he was a Web editor and business producer for NYTimes.com. He has also worked for CNBC and the Financial Times. Mr. Roth has an MBa from Columbia Business School, a Masters from Columbia’s Journalism School and a Ba from Duke.

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Greg Roumeliotis, Correspondent, Thomson Reuters
Buyouts East Speaker

Bio to come...

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Elliot Royce, Managing Partner, Alpinvest Partners
Buyouts East Speaker

Elliot co-leads AlpInvest Partners’ Fund Investments team and focuses on the US and Latin American markets. He is a member of the new Operating Committee. Elliot joined the firm in 2007 from Allianz Private Equity Partners, where he led US investment activities and was a member of the global investment and management committees. Previously, he worked at GE Equity, McKinsey, Dillon Read, CSFB and Aberdeen, Inc. Elliot received an AB in Government, magna cum laude, from Harvard College and an MBA, with distinction, from INSEAD. He represents AlpInvest Partners on various Advisory Boards.

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David Rubenstein, Co-CEO, Co-Founder, The Carlyle Group
PartnerConnect East Speaker

David M. Rubenstein is a Co-Founder and Co-Chief Executive Officer of The Carlyle Group. Mr. Rubenstein is based in Washington, D.C.

Prior to forming the firm in 1987, Mr. Rubenstein practiced law in Washington, D.C. with Shaw, Pittman, Potts & Trowbridge (now Pillsbury, Winthrop, Shaw Pittman). From 1977 to 1981, during the Carter administration, Mr. Rubenstein was Deputy Assistant to the President for Domestic Policy. From 1975 to 1976, he served as Chief Counsel to the U.S. Senate Judiciary Committee’s Subcommittee on Constitutional Amendments. From 1973 to 1975, Mr. Rubenstein practiced law in New York with Paul, Weiss, Rifkind, Wharton & Garrison.

Mr. Rubenstein is a 1970 magna cum laude graduate of Duke University, where he was elected Phi Beta Kappa. Following Duke, Mr. Rubenstein graduated in 1973 from The University of Chicago Law School.

Among other philanthropic endeavors, Mr. Rubenstein is the Chairman of the John F. Kennedy Center for the Performing Arts, a Regent of the Smithsonian Institution, President of the Economic Club of Washington and on the Boards of Directors or Trustees of Duke University (Vice Chair), the Brookings Institution (Vice Chair), the Council on Foreign Relations (Vice Chair) and the Institute for Advanced Study.

Mr. Rubenstein is also a member of several advisory boards including the Harvard Business School Board of Dean’s Advisors, the Board of Trustees of the Young Global Leaders Foundation, the Advisory Board of School of Economics and Management Tsinghua University and the International Business Council of the World Economic Forum.

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Bijan Sabet, General Partner, Spark Capital
Venture Alpha East Speaker

Bijan has been a General Partner at Spark Capital since the firm’s inception. He led the investment in Twitter in early 2008 and served on their board from 2008-2011. Bijan also led investments in Tumblr, Stack Exchange, RunKeeper, Foursquare, Boxee, OMGPOP(acquired by Zynga) and thePlatform (acquired by Comcast).

Prior to joining Spark, Bijan was Senior Vice President, Corporate Development at GameLogic (acquired by Scientific Games Corp) after serving as Entrepreneur-in-Residence at Charles River Ventures (CRV).

Before CRV, Bijan was VP, Business Development and Product Management at Moxi Digital (acquired by Digeo) where he was responsible for establishing and managing strategic relationships with cable and satellite operators as well as driving product strategy.

Previously, Bijan was an early employee at WebTV networks which was acquired by Microsoft for over $425,000,000 and now serves as MSN TV as well as the platform for Microsoft’s TV distribution platforms, Cable TV Foundation and IPTV.

Bijan Sabet holds a B.S. degree from Boston College.

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Robert Sanborn , Partner & Portfolio Manager, Sanborn Kilkollin Partners
HedgeWorld East Speaker

Robert Sanborn is Partner and Portfolio Manager at Sanborn Kilkollin Partners. He has over 29 years experience in portfolio management and investment analysis and has been a strong and consistent proponent of value investing. Sanborn was the portfolio manager of The Oakmark Fund, the flagship mutual fund of Harris Associates, L.P., from Oakmark’s launch in August 1991 through March 2000. During this period, The Oakmark Fund’s assets grew from $100,000 to over $9 billion. In 1998, Lipper, Inc., ranked Oakmark in the top 10% of value mutual funds, and Barron’s named Mr. Sanborn the 1997 Fund Manager of the Year. Mr. Sanborn was a long-time member of Harris Associates’ Board of Directors and Stock Selection Committee. Before joining Harris in 1988, he was a security analyst and equity portfolio manager for the Ohio State Teachers Retirement System, from 1983 to 1988. Sanborn holds a B.A. from Dartmouth College (1980) and an M.B.A. from the University of Chicago (1983).

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Thomas Sandell, Chairman & Chief Executive Officer, Sandell Asset Management
HedgeWorld East Speaker

Thomas Sandell founded Sandell Asset Management in January 1998 and is the Chairman and CEO. He has been involved in the securities industry since May, 1986. Mr. Sandell joined Bear Stearns & Co. in May, 1989, to establish the proprietary international risk arbitrage operation and to serve as a senior analyst in domestic risk arbitrage. He held the title of Senior Managing Director and was second-in-command of the Risk Arbitrage department. He previously worked as a securities analyst for Atlantic Finance in Paris from May 1986 to May 1987 and subsequently was head of equity research at Group Delphi in Paris. He received a B.S. in International Business Administration and Economics from Uppsala University (Sweden) and an MBA in Finance from Columbia Business School. Sandell is a founding Board Member and the current Chairman of The New Leader's Group of the Institute of International Education, the administrator of the US Government's Fulbright Program. He is also a Trustee of Friends of ARK (Absolute Return for Kids). He was born and raised in Sweden and resides in New York City.

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Andrew Sandler, Director/Portfolio Manager, Sandler Capital Management
HedgeWorld East Speaker

Andrew Sandler is the head of Sandler Capital Management and has served as the portfolio manager for its long/short equity strategy since 1997. Sandler Capital currently manages over $1.6 billion in its long/short equity strategy and has 32 employees. Mr. Sandler joined Sandler Capital in 1991 after beginning his career as a research analyst at Perry Capital, working alongside Paul Leff and Richard Perry. He grew up in the investment business and has studied the markets and analyzed stocks from an early age. He has a B.S. in Finance from the University of Wisconsin at Madison.

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David Schamis , Managing Director, J.C. Flowers & Co.
Buyouts East Speaker

David Schamis is a Managing Director and a member of the Managing Committee and Operating Committee at J.C. Flowers & Co. LLC, a private equity firm which invests solely in the financial services sector. Mr. Schamis has been employed with J.C. Flowers & Co. and its affiliates since May 2000. Prior to joining the firm Mr. Schamis was in the financial institutions investment banking group at Salomon Smith Barney (previously known as Salomon Brothers and since renamed Citigroup), from 1995 to 2000. Mr. Schamis has spent virtually his entire career focused on the financial services sector.

Mr. Schamis is Chairman of the board of directors of Ascensus Retirement Services, a retirement services administrator; and a member of the board of directors of Affirmative Insurance Holdings, Inc., a producer and provider of non-standard automobile insurance. Mr. Schamis had previously been Chairman of the board of directors of Fox-Pitt, Kelton, a full service investment bank, and a member of the board of directors of Symetra Financial Corp., a life insurance company and a member of the board of directors of MF Global Ltd.

In 2007 and 2008, Investment Dealers’ Digest magazine selected Mr. Schamis for its list of “40 Under 40” (December 2007 issue and November 2008 issue).

Mr. Schamis graduated from Yale University with a B.A. in Economics.

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Federico Schiffrin, Senior Vice President, Investment Director, Private Equity, Unigestion
AIMS Speaker

Bio to come...

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George Schultze, Managing Member & Founder, Schultze Asset Management
HedgeWorld East Speaker

George Schultze is Managing Member and Founder of Schultze Asset Management, which invests in distressed securities. He chairs the firm’s Investment and Strategy Committees and, together with his team, makes the final decision on all investments for the portfolio. Mr. Schultze is the author of “The Art of Vulture Investing” published by Wiley Finance. Prior to founding SAM, he honed his activist distressed investing approach with MD Sass. Before that, he was employed with Fiduciary Partners fund of funds, the Mayer Brown & Platt law firm, and Merrill Lynch. He is a joint graduate of Columbia Business School and Columbia Law School, JD/MBA. He founded the Columbia Law School Investment Club and served as editor for the Columbia Business Law Review. He also authored several papers including: Negotiating the TWA Bankruptcy Restructuring, Tax Factors and ERISA Implications of Corporate Restructurings, and International Banking Law. While at Columbia, he placed 2nd in the 1995 business school annual stock-picking contest. He earned a BA from Rutgers College where he graduated with a joint major in Economics/Political Science and the Henry Rutgers Scholar distinction. While at Rutgers, he won The Wall Street Journal Award for Excellence in Economics and placed 23rd nationwide (from over 14,000 participants) and first place at Rutgers in the 1991 AT&T Annual Stock Picking Contest.

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Ian Schwartz , Partner , Fried Frank
Buyouts East Speaker

Ian M. Schwartz advises clients, including Goldman Sachs, Fortress Investment Group and HIG Capital, on large and middle-market private investment fund-raisings across the full range of investment strategies and structures, including buyout, real estate, credit, infrastructure, venture, hedge, secondary, and fund of funds. He also regularly counsels clients on internal firm management and compensation arrangements and on critical legal and regulatory compliance matters for funds and their investment advisers. Mr. Schwartz frequently represents institutional buyers and sellers in acquisitions and dispositions of private fund interests, as well as interests in private investment firms.

Pro Bono and Community Citizenship Mr. Schwartz serves as an appointed member of the Committee on Private Investment Funds of the New York City Bar Association and is a Governing Board Member of “New York Needs You”, a non-profit organization focused on ensuring that low-income, high-performing, first-generation college students have access to mentorship, a professional network and career development opportunities.

Honors and Education Mr. Schwartz is recognized by Legal 500 as a leading lawyer for private equity fund formation and notes “[Ian] brings ‘great depth of expertise in the fund formation area’ and ‘keen insight into market trends’”

Mr. Schwartz holds a JD, cum laude, from Georgetown University School of Law, where he was a member of The Georgetown Law Journal, and a BA from the University of Florida’s Honors Program.

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Richard Seewald, Partner, Alpha Associates
AIMS Speaker

Richard Seewald has been active in private equity investing since 2000 and is responsible for the due diligence, evaluation, execution and management of fund and direct investments in Central & Eastern Europe and Russia/CIS. Mr. Seewald draws upon a broad relationship network in the private equity markets of CEE and CIS and serves on a number of fund advisory boards in the region.

Prior to joining Alpha Associates in 2005, Mr. Seewald was a partner at Benson Oak, a Central European investment banking and private equity group. Earlier in his career, Mr. Seewald was an associate at CMS Cameron McKenna, a London-based international law firm, where he advised on privatizations, mergers and acquisitions and private equity transactions while based in the firm’s Prague office. Mr. Seewald holds an MBA from the University of Chicago School of Business, a Doctorate in Law from New York University and a B.A. in Business from Pace University.

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Don Seymour, Founder & Managing Director, DMS Offshore Investment Services
HedgeWorld East Speaker

Don Seymour is the Founder of DMS Offshore Investment Services, the worldwide leader in providing specialized professional services to the offshore investment management industry. Serving all major offshore financial centers and currently representing leading investment funds with assets under management of approximately $265 billion, DMS provides trusted and comprehensive Investment Funds, Banking + Custody, Trust, Corporate and Outsourcing solutions, that support investment across a range of structures, and diverse investment strategies. Seymour was directly responsible for the creation of the Investment Services Division of the Cayman Islands Monetary Authority, where he is credited with the development and implementation of its market-friendly and responsive regulatory framework for regulating hedge funds that propelled the Cayman Islands to become the leading hedge fund jurisdiction in the world. After his tenure as Head of Investment Services, he served as a member of the board of directors of CIMA. He is a previous Director of Cayman Airways Limited and a former member of the Trade & Business Licensing Board of the Cayman Islands. He began his career in Audit and Business Advisory Services with Price Waterhouse. Seymour serves as the Vice-President of the Cayman Islands Directors Association and is a member of the Financial Services Council of the Cayman Islands Government, a cabinet-level appointment to provide strategic advice on the financial industry to the government of the Cayman Islands. A Notary Public, he holds a Bachelor of Business Administration degree in Accounting from the University of Texas at Austin and a Certified Public Accountant certificate from Illinois.

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Sanjiv Shah, Managing Director, BAML Capital Access Funds
Buyouts East Speaker

Sanjiv K. Shah is a Managing Director of the Bank of America Merrill Lynch Capital Access Funds (“CAF”) unit, where he focuses on the origination and structuring of new investment opportunities, as well as administrative matters, including overseeing CAF’s junior associates. He joined Bank of America (“BAC”) in 1994 and is based in Chicago. In 1997, Mr. Shah co-founded the CAF group, and he has been instrumental in growing BAC’s portfolio of community development equity-related investments, including the formation of CAF’s current fund-of-funds investment vehicles. Mr. Shah was one of the youngest associates to be promoted to the Managing Director level within BAC’s legacy Principal Investing division.

CAF is an experienced market-based, returns-driven private equity fund-of-funds manager and advisor focused on meeting the targeted mandates of large public pension funds, endowments and other institutional investors. CAF has managed and advised on over $1.1 billion of capital for institutional investors across multiple mandates since 2002.

Mr. Shah has been active in his community and has held volunteer leadership positions in several local South Asian focused community organizations. In 2002, Mr. Shah was profiled in the India Tribune as a successful, young professional from the Indian-American community.

Mr. Shah holds a Bachelor of Science degree in Accounting from the University of Illinois at Urbana-Champaign and an MBA from the Kellogg School of Management at Northwestern University. He is also a graduate of the Venture Capital Institute. Mr. Shah serves on the limited partner advisory board of several private equity funds in which CAF has invested, and he is a frequent speaker at industry and trade association conferences. Mr. Shah has led CAF’s relationship as a Trustee Member of The Association of Asian American Investment Managers (“AAAIM”) and has spearheaded the planning and organization of an annual conference and networking forum in Chicago in collaboration with AAAIM and other organizations which are focused on highlighting the talent and potential residing within the U.S. emerging domestic market. He is a Registered Certified Public Accountant in the state of Illinois.

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Kunal Shah, Principal, Meketa Investment Group
Buyouts East Speaker

Kunal Shah is in his sixth year at Meketa Investment Group. A Principal of the firm, Mr. Shah works in the Private Markets Group focusing on private equity, private debt, and natural resources investments. He focuses on performing due diligence for private market funds, maintaining and establishing new relationships with private market firms, and reporting on private market funds. Mr. Shah serves as coordinator of the private equity team, and is responsible for managing the private equity deal flow and due diligence processes. He also serves as coordinator for the sourcing and analyzing of private market secondary transactions. He serves on the advisory board of select private market partnerships, representing several of the firm’s clients. Mr. Shah is also a member of the private markets operations team and is responsible for various operations projects.

Prior to joining Meketa Investment Group, he was an analyst for The Vanguard Group. Prior to that, he worked in the private equity and research group of Hirtle, Callaghan & Co. Mr. Shah received a bachelor’s degree in Business Administration with a concentration in Finance from Drexel University.

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Sunil Sharma, Managing Director - Chief Connector, Extreme Startups
Venture Alpha East Speaker

Sunil Sharma is Managing Director and "Chief Connector" for Extreme Startups, a world-class venture-backed tech accelerator based in the heart of downtown Toronto. Backed by 5 of Canada's premier VC funds (OMERS Ventures, Relay Ventures, BDC Venture Capital, Rho Ventures and Extreme Venture Partners), Extreme Startups looks to fund, connect and help grow Canada's next generation of technology companies. With a rigorous program of mentorship, corporate partnership and hands-on coaching, Extreme Startups has become a sough-after program for early-stage companies in the internet, social media, mobile, software, gaming, e-commerce domains and other sectoral domains.

Prior to joining Extreme Startups Mr. Sharma was the International Director of Canada's Venture Capital and Private Equity Association (CVCA) where he has been active in helping connect the Canadian venture capital and private equity industry with international funding partners and institutional investors. While working with the CVCA (Sunil still maintains an active role with the organization), Sunil was on assignment from Canada's Department of Foreign Affairs and International Trade where he served as a member of Canada's Foreign Service. Most recently Mr. Sharma was appointed Head of Consulate at Canada's Consulate in San Diego, California.

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Pratik Sharma, Managing Director, Atyant Capital
HedgeWorld East Speaker

Mr. Pratik Sharma is the Managing Director of Atyant Capital, an India focused asset manager which sponsors private investment vehicles for Family Offices, Foundations, Endowments and High Net Worth Individuals. India is a dynamic economy which presents many opportunities and many challenges to international investors. Atyant Capital seeks to leverage its on the ground expertise combined with a bottoms up value investing investment philosophy to generate outperformance over a full business cycle. Prior to Atyant Capital, Mr. Sharma held various roles in the Management Consulting and Financial Services. Mr. Sharma graduated from Boston University’s College of Engineering with a degree in Biomedical Engineering.

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J Sider, CEO & Founder, BandPage
Venture Alpha East Speaker

J Sider is the Founder & CEO of BandPage, which is the leading service for musicians to engage their fans across the web. He has been honored on Billboard's and Forbes' 30 Under 30 for the last 3 years in a row. J is a veteran in the business of managing bands and venues around the country, and working day-to-day in the music business opened his eyes to the practical needs of the music community in the digital era. Out of this realization J founded BandPage to provide simple and honest solutions for the musicians he worked with, that would broadly apply for all musicians.

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Donna Smolens, Managing Director, Portfolio Advisors
Buyouts East Speaker

Donna O. Smolens is a Managing Director of Portfolio Advisors and serves as a voting member of the Firm's Investment Committee. Ms. Smolen has been with Portfolio Advisors since 2003 and is primarily engaged in primary fund due diligence. Previously, she was a General Partner with Technology Crossover Ventures where she handled investor relations. Prior to that, Ms. Smolen was a Senior Vice President at DLJ Securities' Private Fund Group, where she was responsible for the origination, screening and due diligence on funds marketed by the firm. Prior to DLJ, she was a Portfolio Manager with General Motors Investment Management and an Investment Vice President at New York Life, where she managed private equity portfolios. Ms. Smolen has served or is serving as an Advisory Board member of twenty-two private equity partnerships. (B.A. and M.A. from Fordham University)

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Josh Sobeck, Partner, 747 Capital
Buyouts East Speaker

Over the past decade with 747 Capital, Joshua has been integral in the development of the firm’s investment strategy focused on capturing the full range of investment opportunities in the U.S. small-cap private equity market. As a member of the firm’s investment committee, Joshua has directed investments in over 25 private equity funds, as well as numerous direct co-investments and secondary investments. In addition to his role on the investment committee, Joshua is integrally involved with the firm’s investor relations and capital raising efforts, as well as overseeing 747 Capital’s summer internship program. Prior to joining 747 Capital, Joshua was a product manager at Citadon, where he managed product marketing and development activities for Citadon’s platform of web-based collaboration software.

Joshua holds an MBA in finance and economics from Columbia Business School and a BA in molecular biology and biochemistry from Middlebury College.

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Adam Sokoloff, Managing Director, Global Head of FInancial Sponsors Group, Jefferies & Company
Buyouts East Speaker

Bio to come...

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Jeffrey Somers, Principal, Rothstein Kass
AIMS Speaker

Jeff Somers is the principal-in-charge of Rothstein Kass’ Boston office. Jeff specializes in audit, tax and consulting engagements for public and private companies, including venture capital funds, hedge funds, funds of funds, private equity funds, management companies, registered investment advisors and broker-dealers. He also has expertise in analyzing clients’ determination of fair value of debt and equity investments and is often called upon by his clients to consult on deal structuring, deal origination and capital raising.

Additionally, Jeff has been the lead principal on over 40 registration statements and over 20 successful initial public offerings (IPOs), which raised in excess of four billion dollars. The majority of these IPOs were Special Purpose Acquisition Companies (SPACs or Public Search Funds) sponsored by the investment community. Jeff also has extensive experience in mergers and acquisitions, reverse mergers and private placements.

Jeff is a certified public accountant in Massachusetts, New Jersey and New York. He is a member of the American Institute of Certified Public Accountants (AICPA) and a member of The National Association of Certified Valuation Analysts (NACVA).

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Irwin Speizer, Conference Manager, Hedgeworld
AIMS Speaker

Irwin Speizer is conference manager for the HedgeWorld suite of conferences, responsible for creating the agenda and selecting speakers and panelists. Mr. Speizer is a professional journalist with experience covering hedge funds and the financial sector, including a stint as a staff writer at Absolute Return magazine.

Mr. Speizer has written for Alpha magazine, Institutional Investor, Fast Company, Business.com, On Wall Street, Crain’s Chicago Business, Workforce Management, the Los Angeles Times and the Raleigh, N.C. News and Observer. In addition to covering hedge funds and Wall Street, Mr. Speizer has written about the banking industry, energy, retail, real estate (both residential and commercial) and human resources.

Mr. Speizer holds a bachelor of journalism degree from the University of Texas at Austin.

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Irwin Speizer, Conference Manager, HedgeWorld
HedgeWorld East Speaker

Irwin Speizer is conference manager for the HedgeWorld suite of conferences, responsible for creating the agenda and selecting speakers and panelists. Mr. Speizer is a professional journalist with experience covering hedge funds and the financial sector, including a stint as a staff writer at Absolute Return magazine.

Mr. Speizer has written for Alpha magazine, Institutional Investor, Fast Company, Business.com, On Wall Street, Crain’s Chicago Business, Workforce Management, the Los Angeles Times and the Raleigh, N.C. News and Observer. In addition to covering hedge funds and Wall Street, Mr. Speizer has written about the banking industry, energy, retail, real estate (both residential and commercial) and human resources.

Mr. Speizer holds a bachelor of journalism degree from the University of Texas at Austin.

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Adam Spence, Managing Director, American Capital, Ltd
Buyouts East Speaker

Adam Spence is co-head of American Capital, Ltd's Sponsor Finance group, a team focused on principal investing in direct-with-sponsor and syndicated junior and senior capital opportunities. The group's primary investment activities are in middle market companies operating in a broad range of industries. American Capital, Ltd. (Nasdaq:ACAS) is a publicly traded global asset manager. American Capital, both directly and through its global asset management business, originates, underwrites and manages investments in middle market private equity, leveraged finance, real estate and structured products. American Capital manages $18.6 billion of assets, including assets on its balance sheet and fee earning assets under management by affiliated managers, with $117 billion of total assets under management (including levered assets). American Capital and its affiliates invest from $10 million to $750 million per company in North America and €10 million to €400 million per company in Europe.

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Kenny Springfield, Managing Director, Perot Investments
AIMS Speaker

Kenny Springfield is with Perot Investments, a family investment office based in Dallas, Texas. Perot Investments invest in a broad range of investments which includes but not limited to investments in public securities, investments in fund managers and providing creative flexible capital solutions via debt (first or second lien) or equity investments.

Mr. Springfield oversees and coordinates Perot’s investments in Private Equity funds and is responsible for screening and selecting Private Equity investment managers. He also sources, negotiates and structures investment opportunities across all the Perot investment platforms and maintains a proactive network within the capital markets community. Prior to joining Perot Investments, Mr. Springfield was in charge of the Dallas office for GoldenTree Asset Management where his responsibilities included sourcing, structuring and negotiating transactions from $50MM to $250MM. Mr. Springfield is also an alumni of GE Capital as Team Leader in charge of new business, portfolio acquisitions and asset management.

Mr. Springfield has over 30 years of commercial finance experience in direct lending, distressed debt, origination, structuring, acquisitions, underwriting, due diligence and asset management. Mr. Springfield is a graduate of the University of North Texas and also holds an M.B.A in Corporate Finance.

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Craig Staub, Managing Partner, Odyssey Investment Partners
Buyouts East Speaker

Craig P. Staub joined Odyssey Investment Partners, LLC in 2003 as an Associate, was promoted to Principal in 2004 and to Managing Principal in 2008. Mr. Staub currently serves on the Board of Ranpak Corp. and Peninsula Packaging, LLC. Previously, at Odyssey, Mr. Staub served on the boards of Pro Mach, Inc. and Norcross Safety Products.

Prior to joining the Firm, Mr. Staub was a vice president at Westbury Equity Partners where he was responsible for private equity investments in middle-market companies. Previously, he was a vice president for The Shattan Group, a boutique investment bank. Prior to Shattan, he was an associate with Marakon Associates, a strategic consulting firm.

A native of Pennsylvania, Mr. Staub received his BA in Economics and MPP in Public Policy from the College of William and Mary.

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Mark Suster, Partner, GRP Partners
Venture Alpha East Speaker

Mark Suster joined GRP Partners in 2007 after having worked with GRP for nearly 8 years as a two-time entrepreneur. Most recently Mr. Suster was Vice President, Product Management at Salesforce.com (NASDAQ: CRM) following its acquisition of Koral, where Mr. Suster was Founder and CEO. Prior to Koral, Mr. Suster was Founder and CEO of BuildOnline, the largest independent global content collaboration company focused on the engineering and construction sectors, which was acquired by SWORD Group (PARIS: SWP). Earlier in his career, Mr. Suster spent nearly ten years working for Accenture in Europe, Japan and the U.S.

Mr. Suster received a BA in Economics from the University of California, San Diego, and an MBA from the University of Chicago. He grew up in the U.S. and is also a citizen of the UK.

In the current portfolio, Mr. Suster sits on the Boards of Ad.ly, Awe.sm, Burstly, GumGum and Ring Revenue and is a Board Observer of Qualys.

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David Tawil, Co-Founder & Portfolio Manager, Maglan Capital
HedgeWorld East Speaker

David D. Tawil is a Co-founder of Maglan Capital and serves as Portfolio Manager. Maglan Capital is an event-driven investment manager, investing in all parts of a company’s capital structure during all parts of the distressed cycle. The fund is currently concentrating on post-reorganization equities and returned 41% in 2012, with concentrations in the equity of MGM Studios and FairPoint Communications.

Prior to founding Maglan Capital, David was an investment banker with Credit Suisse, where he served as Director of Leveraged Finance and co-managed the fixed-income alternative asset trading business, focusing on sourcing and trading illiquid high-yield and distressed debt. Before joining Credit Suisse, David was an attorney with Davis Polk & Wardwell, specializing in workouts and bankruptcies. He began his legal career as an associate at Skadden, Arps, Slate, Meagher & Flom LLP. David earned a BS degree in Business Management, graduating magna cum laude, from Yeshiva University, and he earned a JD degree from the University of Michigan Law School.

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Charles Tedeschi, Consultant, Private Markets, NEPC
Buyouts East Speaker

Bio to come...

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Michael Tharp, Co-Founder & Managing Director, Cimarron Capital Partners
Buyouts East Speaker

Michael A. Tharp, CFA, Managing Director, Cimarron Capital Partners, LLC Mr Michael Tharp, CFA, is a Cimarron Managing Director and Founder. Mr. Tharp served as the President of the Oklahoma Capital Investment Board from 1994 to 2000 and Vice President from 1989. Mr. Tharp's career has focused on creating and managing investment programs for institutional investors.

Prior to co-founding Cimarron as a separate entity in 2002, Mr. Tharp was a Vice President and Private Equity Specialist for Prudential. Mr. Tharp currently serves as the point person for Cimarron's Arkansas fund of funds program. Mr. Tharp holds the Chartered Financial Analyst designation and is a member of the CFA Institute as well as the Oklahoma Society of Financial Analysts. Mr. Tharp has served as the Program Chairman for the Institutional Limited Partners' Association and as National Board Member and Treasurer of the Council of Development Finance Agencies.

Mr. Tharp earned his undergraduate degree from Southern Illinois University and his Masters of Business Administration degree from the University of Wisconsin. Mike resides in Little Rock, Arkansas.

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Jordan Thomas, Partner, Labaton Sucharow
HedgeWorld East Speaker

Jordan Thomas joined Labaton Sucharow in 2011 to lead the nation's first practice exclusively focused on protecting and advocating for whistleblowers who wish to report violations of the federal securities laws. A nationally sought after writer, speaker and media commentator on securities enforcement, corporate ethics and whistleblower issues, Jordan entered the private sector following a successful career in federal law enforcement. At the SEC, where he played a leadership role in the development of the agency's whistleblower program, Jordan served as an Assistant Director and, previously, as an Assistant Chief Litigation Counsel in the Division of Enforcement. Throughout his tenure at the SEC, Jordan was assigned to many of its highest-profile matters such as those involving Enron, Fannie Mae, UBS and Citigroup. He successfully investigated, litigated and supervised a wide variety of enforcement matters; cases that resulted in monetary relief for harmed investors in excess of $35 billion.

Prior to joining the Commission, Jordan was a Trial Attorney at the Department of Justice. He began his legal career as a Navy Judge Advocate on active duty and continues to serve as a senior officer in its Reserve Law Program.

A decorated military officer and recipient of numerous awards during his many years at the SEC, Jordan was recently named a Legal Rebel by the American Bar Association Journal. In addition, Ethisphere Institute, an internationally recognized think tank, selected Jordan as a Rising Star in its listing of 2012 Attorneys Who Matter.

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Ted Thorp, Director, Orix
Buyouts East Speaker

Ted Thorp serves as Group Co-Head of ORIX Leveraged Finance, a principal investment arm of ORIX USA Corporation. ORIX Leveraged Finance is focused on providing cash-flow based loans and equity capital to middle-market companies. Portfolio investments are made supporting growth financings, recapitalizations, leveraged buyouts, and acquisitions in nearly all industry sectors throughout the U.S. and Canada. Investment structures within the existing 30 company portfolio range from "one-stop" financing solutions to bespoke first-out/last-out and mezzanine credit tranches. Target investment size is $10MM to $30MM, as sole investor or club participant, in companies with EBITDA between $3MM and $30MM.

Mr. Thorp has been with ORIX for over six years while prior to joining ORIX, he was at Goldman Sachs and focused on middle-market healthcare investing. Prior to that, he was a Vice President in the Healthcare Finance/Merchant Banking Group of BNP Paribas. He has over 22 years of corporate finance and operational experience, 15 of which are specific to healthcare (HCA, Mariner Health Care, and KPMG). Ted is a licensed C.P.A and received a BBA in Finance and Accounting from the University of Houston.

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David Toll, Editor in Charge, Buyouts Magazine
Buyouts East Speaker
AIMS Speaker

David Toll is the Editor of Buyouts Magazine, a bi-weekly published since 1988 by Thomson Reuters. From 1997 to 2005 he reported and wrote on the private equity markets for a Dow Jones’s The Private Equity analyst; for much of the past year he was a special writer at Dow Jones, where he wrote a bi-weekly column on the bankruptcy and restructuring markets for Daily Bankruptcy Review. While an editor at The Private Equity analyst, Mr. Toll helped launch a number of guides, reports and directories, including The Private Equity analyst-Holt Compensation Study, Private Equity Partnership Terms and Conditions, the Directory of Private Equity Service Providers, and the Guide To Private Equity attorneys, and the Guide to The Secondary Market. In the mid-1990s, Mr. Toll covered the paging and two-way radio markets for a Phillips Business Information (now called Access Intelligence) newsletter called Land Mobile Radio News. He is a graduate of Dartmouth College.

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Scott Turco, Director, THL Credit Advisors
Buyouts East Speaker

Mr. Turco is a Director of THL Credit Advisors LLC. As a member of the investment team, his role includes being Head of Origination. He is also directly involved in some strategic, capital raising and investor relations initiatives.

Prior to joining THL Credit in 2008, Mr. Turco worked at Plainfield Asset Management, LLC, Gabelli & Company, Inc. (NYSE: GBL), and Bear, Stearns & Co. Inc. in the Corporate Finance, Equity/Special Situations, and Institutional Equity Groups.

Mr. Turco earned an AB from Harvard College and an MBA from the Tuck School of Business at Dartmouth College.

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David Turner, Managing Director, Head of Private Equity, Guardian Life Insurance Company of America
Buyouts East Speaker

David Turner is Managing Director and Head of Private Equity for the Guardian Life Insurance Company of America. He joined Guardian's Investment team in June 2007 to lead the roll-out and development of their private equity investment initiative. With over 30 years experience in private equity investing and portfolio management, Mr. Turner has originated and led 110 investments valued at $5.2 billion and managed portfolios totaling $18 billion in cumulative commitments. These investments include venture capital, buyout and special situation partnerships and direct and co-investments in early, growth and later stage middle market companies. David has led investments in the U.S. domestic market as well as developed and emerging international markets. Previously, David spent five and one-half years at WestLB Mellon Asset Management as a General Partner and later as CEO and CIO of their Private Equity Group. He also was Director of the Alternative Investments Division and Senior Portfolio Manager for the State of Michigan Retirement System's Alternative Investment Division. Mr. Turner has written articles on private equity and is a frequent speaker at industry seminars and conferences. He earned a B.A. from SUNY at Geneseo.

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James S. Tybur , Principal, Performance Equity
Venture Alpha East Speaker

Mr. Tybur is a Principal of Performance Equity. Prior to joining Performance Equity in 2010, Mr. Tybur was a Principal at Trinity Ventures, an early stage technology focused venture capital fund based out of Silicon Valley. There, he was responsible for direct investments in early stage software and internet companies. At Trinity Mr. Tybur led successful realized investments in Bix.com (acquired by Yahoo!, YHOO) and CubeTree (acquired by SuccessFactors, SFSF). He also actively participated in over 50 new investments made by the firm during his five year tenure. Prior to joining Trinity, Mr. Tybur worked for three venture capital backed software and internet companies, VERITAS Software (acquired by Symantec, SYMC), PolyServe (acquired by HP, HPQ) and About.com (acquired by New York Times, NYT). Mr. Tybur started his business career at the Boston Consulting Group in Atlanta and Singapore. He received his undergraduate engineering degree with honors from the University of Virginia and his MBA from Harvard Business School.

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Ravi Ugale, Investment Advisory Strategist, Genspring Family Offices
Buyouts East Speaker

Ravi Ugale joined GenSpring Family Offices in September 2011. He is responsible for the selection and coverage of illiquid long-dated assets such as private equity, private real estate and private real assets. He is also responsible for the coverage and diligence of the investment platforms of international banks and global custodians.

Mr Ugale brings to GenSpring over 20 years of alternative assets industry experience in private equity, venture capital, investment banking and business operations. Mr Ugale has built a career as an investor, fund raiser, corporate executive and entrepreneur responsible for growing new and existing business units. His experience in principal investing, mergers & acquisitions and business development has helped guide early, expansion and growth stage companies to boost profits, recruit management talent, create strategic partnerships, execute business plans, and establish exit plans.

Mr Ugale holds a M.B.A. in Finance and International Business from Florida Atlantic University, an M.S. in Computer Science from Marquette University and a B.S. in Engineering from Pune University in India. He is an active member of the Young Presidents Organization (YPO) since 2003 and a charter member of TiE (The Indus Entrepreneurs) since 2000. Mr Ugale is also a graduate of the Venture Capital Institute and was a participant in the Stanford University/YPO Presidents Seminar on Entrepreneurship and Corporate Governance.

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Andy Unanue, Managing Partner, AUA Private Equity Partners
Buyouts East Speaker

Andy Unanue is a Managing Partner of AUA Private Equity Partners, LLC and is a member of AUA’s Investment Committee. Prior to founding the firm, Mr. Unanue established AU & Associates, LLC, the family office for the Unanue family. Previously, he held various positions with Goya Foods, Inc. between 1991-2004.

Mr. Unanue was Goya's Chief Operating Officer (1999-2004) managing the daily operations of Goya's U.S. business. Mr. Unanue was involved in strategic planning, new product development, advertising, media, and community relations. One of his greatest successes included expanding Goya's recognition from primarily Hispanic homes to becoming a household name.

Mr. Unanue is the Chairman of the Board of Associated Foods Holdings, LLC and serves on the boards of KABR Real Estate Partners, Opt-Intelligence, Inc., TRUFOODS, LLC, and eSchoolData, Inc. Mr. Unanue is also a Founding Board Member of the New America Alliance Inc. (NAA) and on the Board of the National Association of Investment Companies (NAIC), as well as several other not-for-profit organizations including Ballet Hispanico, The C&J Unanue Foundation, and is a member of the University of Miami's President Council. Past directorships include the U.S. Savings Bonds National Volunteer Committee as Food and Beverage Chair, and was Co-Chair of the Annual Convention of the U.S. Hispanic Chamber of Commerce held in Los Angeles.

Mr. Unanue is a recipient of the Hispanic MBAs prestigious Entrepreneurship Achievement Award, and the Tonio Burgos Business Award. Both the Federation of Hispanic Chambers and Hispanic magazine honored him as Businessman of the Year. The American Advertising Federation has awarded Mr. Unanue the Diversity Achievement Award as 'Industry Influential.' Mr. Unanue has been asked to speak before the National Latina Leadership Institute, the National Academy of Television Arts and Sciences, and Goldman Sachs & Co. Mr. Unanue has delivered the keynote address at both a Salomon Smith Barney symposium and the Hispanic Entrepreneur Awards. He spoke about Goya's Broad Market Strategy at Harvard University's Corporate Partners Seminar and shared key insights about the Latina consumer in a Food and Beverage conference themed around Marketing to Women. Mr. Unanue has also guest lectured at St. Joseph’s University in Philadelphia, NYU’s Stern School of Management and Babson College.

Mr. Unanue was previously an Operating Executive of Palladium Equity Partners, a $1 billion private equity firm. He also served as Employer Trustee for the United Food & Commercial Workers International Union Pension Fund and was an active member of New York City Mayor Michael R. Bloomberg's Transition Committee.

In 2011, Restaurant Business named Mr. Unanue 'Entrepreneur of the Month' and northjersey.com & The Record newspaper named him one of the country's “2011: People to Watch”.

Mr. Unanue received his MBA from Thunderbird School of Global Management and a BA from the University of Miami.

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Troy Unell, Senior VP, GE Antares Capital
Buyouts East Speaker

Bio to come..

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Eric Upin, Chief Investment Officer & Managing Director, Makena Capital Management
PartnerConnect East Speaker
AIMS Speaker

Eric Upin is the Chief Investment Officer for Makena Capital Management, overseeing asset allocation, risk management and portfolio strategy and a member of the firm’s Investment Committee. Previously, he was the Chief Investment Officer at Stanford University’s Stanford Management Company. Before Stanford, Mr. Upin was a managing director and senior research analyst at the San Francisco investment banking firm Robertson Stephens. Previously, he served as a management consultant with Booz Allen & Hamilton and played key roles in two technology start-ups. Mr. Upin received a BA in economics from Washington University in St. Louis in 1983 and an MBA from Harvard Business School 1989. Mr. Upin serves as a Trustee for Washington University in St. Louis and serves on the Endowment Investment Committee for the University and for the Stephen D. Bechtel Jr. Foundation.

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Ivan Vercoutere, Head of Private Equity, LGT Capital Partners
Buyouts East Speaker
AIMS Speaker

Ivan joined LGT Capital Partners (“LGT CP”) in 1998. Bringing over 20 years of private equity experience, he is responsible for leading and coordinating the global private equity investment activities of the firm and chairs its global investment committee. Headquartered near Zurich, and with locations in New York, London, Dublin, Hong Kong and Tokyo, LGT CP is one of the leading managers of alternative investments on behalf of institutional investors worldwide and is currently managing USD 18 billion in private equity assets and USD 6 billion in hedge funds assets. Prior to LGT CP, Ivan was with Pacific Corporate Group in La Jolla, California, where he advised a number of large state pension funds on their private equity program and investments. He currently sits on the advisory board of several U.S., European and Asian private equity funds.

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Don Vollum, Managing Partner, Vista Ridge Capital Partners
AIMS Speaker

Don Vollum is a co-founder and managing partner of Vista Ridge Capital Partners, a private equity investment firm based in Portland, Oregon. Prior to co-founding Vista Ridge, Mr. Vollum managed Austin Point Partners, a private equity firm, and served as Vice President for Granjee Inc, a family office. He has also worked for several aviation businesses.

Mr. Vollum serves as Board Chair for the Oregon Museum of Science and Industry, and serves on the board of the Providence St. Vincent Foundation. He previously served as Board President of the Portland Children’s Museum, a board member of the Catlin Gabel School, and was a trustee of the Oregon Graduate Institute. He holds a bachelor's degree in business administration from Portland State University.

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Christopher Walker, Principal, HarbourVest
Venture Alpha East Speaker

Chris Walker joined the Firm in 1998 as an associate in the secondary partnership group. In 1999, he joined the primary partnership group and has focused most of his efforts on U.S. venture capital and buyout investments. He became a vice president during 2003 and a principal in 2007. Mr. Walker also has extensive experience working on the healthcare sector, as well as primary partnerships in Canada. He currently serves on the advisory committees for partnerships managed by Caltius Capital Management, Camden Partners, Columbia Capital, Enterprise Partners, Essex Woodlands Health Ventures, Galen Associates, Mission Ventures, Sanderling Ventures, Valhalla Partners, Vector Capital, and The Wicks Group.

Prior to graduate school, Mr. Walker served as a pilot in the United States Navy for 11 years, flying the P-3 Orion aircraft, and achieved the rank of Lieutenant Commander.

Mr. Walker received a BS in Finance from Providence College in 1986 and an MS in Finance from the Carroll School of Management Program at Boston College in 1998.

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Inna White, Founder & CIO, Althea Group
HedgeWorld East Speaker

Inna R. White is the founder and chief investment officer of Althea Group, a fund of hedge funds dedicated to fixed income strategies. Althea invests in mid-size hedge fund managers within corporate and sovereign credit, fixed income arbitrage and global macro strategies (mainly non-equity based). Prior to founding Althea Group, Ms. White was a Senior Vice President at Lehman Brothers in the Alternative Portfolio Solutions (“APS”) Group focusing on structured hedge funds and fund of funds linked products. She started and built the APS Group for Lehman Brothers North America. Before joining Lehman Brothers, Ms. White spent 9 years at Deutsche Bank and Bankers Trust in a variety of structured derivatives roles. She is a member of the CFA Institute, NYSSA, the NASP-NY Legislative Committee, the 100 Women in Hedge Funds Philanthropy Committee, and the Board of Directors of Wingspan Arts. Ms. White received her Bachelor of Science degree in Economics and Finance from the Stern School of Business.

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Mark Whitsitt, Vice President, Portfolio Manager/Hedge Fund Investments, Hartford Investment Management Co.
HedgeWorld East Speaker

Mark Whitsitt is a Vice President and Portfolio Manager in the Hedge Fund Group at Hartford Investment Management Company, where he is responsible for hedge fund investments on behalf of affiliate insurance accounts and The Hartford's defined benefit plan. He earned his BA in Accounting from Gordon College. He is a CFA charterholder and member of the Hartford CFA Society.

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Michael Wilkerson, Founder & Managing Partner, Ancêtre Group
HedgeWorld East Speaker

Michael Wilkerson is Founder and Managing Partner of Ancêtre Group, a merchant-banking firm focused on private equity investment and financial advisory services. Ancêtre Group invests as principal and on behalf of third-parties, and provides advice to shareholders, management teams and boards on a variety of financial and strategic matters including mergers, acquisitions, divestitures, capital policy and valuation. Principal investing activities are currently focused on emerging markets, including a sub-Saharan African buyout fund.

Previously, Mr. Wilkerson served as Co-Head of the Global Consumer, Food & Retail Group and as Managing Director in the Financial Institutions Group at Lazard Frères & Co., one of the world's preeminent financial advisory and asset management firms. Mr. Wilkerson was also Managing Director in the Financial Institutions M&A Group at Citigroup.

Mr. Wilkerson has advised on some of the largest and most defining transactions in history, including InBev’s unsolicited $62bn cross-border acquisition of Anheuser-Busch, the largest-ever all-cash transaction and acquisition debt financing, the U.S. Treasury led restructuring of Fannie Mae ($800bn balance sheet), and the successful defense of NYSE Euronext against the hostile $11.3bn joint bid from NASDAQ OMX and Intercontinental Exchange.

Mr. Wilkerson was named as one of the "40 under 40" in investment banking and private equity by Dealmaker magazine. Mr. Wilkerson serves as Chairman of the Board of charity: water (charitywater.org), which has funded over 8,000 water projects in 20 countries globally to help over 3.2 million people get access to clean drinking water. Mr. Wilkerson previously served as Chairman of the Board of Trustees of the Geneva School of Manhattan, and was a Corporate Term Member of the Council on Foreign Relations. Mr. Wilkerson holds an MBA from Harvard Business School, a M.A. from Yale University and a B.S. summa cum laude from Oral Roberts University.

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Kelly M. Williams, Global Head, Customized Fund Investment Group, Credit Suisse
AIMS Speaker

with Prudential's private equity group where she co-founded CFIG in 1999. At Prudential, Ms. Williams was responsible for the management of the fund investment group as well as investing in private equity funds on behalf of Prudential and its clients. Ms. Williams was primarily responsible for product and business development, as well as legal support for the Private Equity Group from 1996 to 1999 during which time she was responsible for the development of eight global private equity funds. Ms. Williams joined Prudential in 1993 as counsel for a Prudential unit that specialized in providing private debt and equity for global infrastructure projects. Prior to joining Prudential, Ms. Williams was an associate with Milbank, Tweed, Hadley and McCloy, where she specialized in global project finance.

Ms. Williams graduated magna cum laude from Union College in 1986 with a Bachelor of Arts degree in Political Science and Mathematics and received her Juris Doctor degree from New York University School of Law in 1989. Kelly has served as a mentor to fellows of the Robert Toigo Foundation since 2006; and was elected to the Board of the Toigo Foundation. Kelly was elected to the YWCA Academy of Women Leaders in 2007. She is a member of the Metro Chapter of the Young Presidents Organization and serves on the Board of Trustees for Union College. She is the founding board chair of the Private Equity Women Investor Network. She serves on the Board of Directors of the Council of Urban Professionals and the advisory board of the Association of Asian American Investment Managers. She is also the chair of the LP Advisory Board to the Sponsors for Educational Opportunity. She is a member of the advisory board of EX-IM Bank. Kelly was recognized in 2011 by American Banker magazine as one of the 25 Most Powerful Women in Finance.

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Jonathan Wilson, Principal , Siguler Guff
Buyouts East Speaker

Bio to come...

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David Wilton, Chief Investment Officer, Private Equity, International Finance Corporation
AIMS Speaker

David Wilton is Chief Investment Officer and Manager, Global Private Equity with responsibility for IFC’s investment program in emerging market funds globally. David Wilton is also a member of the Pension Finance Committee of the World Bank Group and Chairman of the Advisory Board of the Emerging Market Private Equity Association. He was acting CEO of the IFC Asset Management Company in its establishment phase. Mr. Wilton joined the Funds Department of IFC at its inception in 2000 and has been responsible for turning around the portfolio and developing the funds strategy. Please refer to www.ifc.org/funds for more information on IFC's experience in investing in Emerging Market Private Equity. Mr. Wilton previously worked in the World Bank Pension Fund where he was responsible for bringing the private equity and real estate portfolios back into internal management.

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Robert Wolf, Founder & CEO, 32 Advisors
HedgeWorld East Speaker

Robert Wolf is Founder and Chief Executive Officer of 32 Advisors, LLC, a consulting and advisory firm and host of weekly webcast "Impact Players" on the Reuters Channel on YouTube TV. Prior to forming 32 Advisors Mr. Wolf spent 18 years at UBS, a global financial services firm. There he held several senior positions including Global Head of Fixed Income, Group Regional CEO and Chairman, and President and Chief Operating Officer of the Investment Bank. He joined UBS in 1994 after spending approximately 10 years at Salomon Brothers in Fixed Income Sales and Trading.

In addition to his role at 32 Advisors, Mr. Wolf is a member of President Obama's Council on Jobs and Competitiveness. From 2009-2011 he was a member of the President's Economic Recovery Advisory Board chaired by former Federal Reserve Chair Paul Volcker. He serves on the Undergraduate Executive Board of the Wharton School and on the Athletics Board of Overseers at the University of Pennsylvania. Mr. Wolf also serves on the boards of a number of non-profit institutions including the Robert F. Kennedy Center for Social Justice & Human Rights, the Partnership for NYC, the Children's Aid Society and the Leadership Council for the Multiple Myeloma Research Foundation. He is also a member of the Council on Foreign Relations and the Committee Encouraging Corporate Philanthropy.

Mr. Wolf graduated from the Wharton School at the University of Pennsylvania with a B.S. in Economics in 1984. He is married with 2 children and currently resides in Purchase, New York.

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Willie Woods, President & Managing Director, ICV Partners
Buyouts East Speaker

Prior to co-founding ICV, Mr. Woods was a Vice President in investment banking at Deutsche Bank Alex Brown. Mr. Woods was responsible for deal origination and execution of merger and acquisition, leverage loan, high yield bond and equity transactions with a focus on financial sponsors in the basic industries. Prior to Deutsche Bank Alex Brown, Mr. Woods worked in private equity at Levmark Capital, investment banking at Lehman Brothers Inc. and corporate banking at NBD Bank. Mr. Woods serves on the Board of Directors of the Upper Manhattan Empowerment Zone, Apollo Theater Foundation and The Initiative for a Competitive Inner City. Mr. Woods has a BA degree in accounting from Morehouse College and a Masters in Business Administration from Harvard Business School.

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Bethany Woods, VP - Private Equity, Northern Trust Global Advisors
AIMS Speaker

Bethany Woods is a Vice President in the Northern Trust Private Equity Fund of Funds Group. Bethany's primary responsibility is identifying, performing diligence on and maintaining relationships with U.S. Buyout fund managers. Prior to joining Northern Trust, Ms. Woods was at Freeport Financial, a middle-market leveraged finance company based in Chicago. At Freeport Financial, Bethany was active in all aspects of the investment process including due diligence, deal negotiation, portfolio monitoring and facility amendments post-investment. Prior to working at Freeport Financial, Bethany was an Analyst in the Investment Analyst group within GE Commercial Finance based in Chicago. Ms. Woods received a BS in Finance from the University of Illinois and is currently pursuing her MBA from the Northwestern University Kellogg School of Management.

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William Woolverton, Senior Managing Director & General Counsel, Gottex Fund Management
HedgeWorld East Speaker

William H. Woolverton is Senior Managing Director, General Counsel and a member of the Executive Committee of the Gottex Fund Management Group. He has extensive experience as a senior legal, regulatory and compliance executive in the investment management industry. Prior to joining Gottex, Woolverton was a member of the Financial Services Group of Dechert LLP. From 1988 until 2004, he was Managing Director and General Counsel of Putnam Investments, where he was a member of the Partners and Executive Committees. Prior to joining Putnam, Woolverton was Senior Counsel of Alliance Capital Management Corporation and an attorney at Clifford Chance Rogers & Wells. Mr. Woolverton is a magna cum laude graduate of Amherst College, where he was elected to Phi Beta Kappa. He attended King’s College, Cambridge University, as a Keasbey Scholar, where he earned B.A. and M.A. degrees. Mr. Woolverton earned his J.D. from Columbia Law School. Earlier in his career, Mr. Woolverton was a staff member of the Committee on the Judiciary of the United States Senate.

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Ron Wooten, Managing General Partner, NovaQuest Capital Management
Buyouts East Speaker

Ron Wooten has over 17 years of healthcare/financing experience and most recently served as President of the former NQ business unit of Quintiles. From its formation in 2000 through November 2010, he led the NQ business unit in creating and managing unique partnerships with more than $2 billion committed in capital or services to companies of all sizes. As Executive Vice President of Quintiles, Mr. Wooten managed Quintiles’ customer-partnering arrangements worldwide. He also served on the Quintiles Board of Directors from January 2008 through November 2010. Mr. Wooten's previous experience includes nine years with First Union Securities where he served as a Managing Director of Investment Banking. He was also a member of the New England Patriots football team from 1981 to 1990. Mr. Wooten received his Bachelor's degree in Chemistry from the University of North Carolina at Chapel Hill and earned an MBA from Boston University.

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Matthew Wright, Founder & President, Disciplina Group
AIMS Speaker

Bio to come...

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Chris Yang, Managing Partner, Grove Street Advisors
Buyouts East Speaker

Chris Yang is a Managing Partner of Grove Street Advisors and a member of the firm's Investment Committee. He is an active investor in micro and mid-market buyouts with a particular interest in distressed opportunities, as well as technology-oriented growth and venture funds. Mr. Yang takes leadership responsibility for GSA's strategy and portfolio development in Asia. He also leads GSA's secondary fund investing activities with principal responsibility for both execution and management of intermediary relationships.

Prior to joining Grove Street in 2001, Mr. Yang was a consultant with Integral, Inc. and Alliance Consulting Group where he worked on strategy development for a number of large technology companies across the software and telecommunications industries. In addition, he has held various operating positions with Internet companies such as HomeGrocer, SchoolStop and Rotten Tomatoes. Mr. Yang was an Associate with Seed Capital, SOFTBANK's early stage venture affiliate in Boston. Mr. Yang worked at Bain & Company on its eVolution joint venture with Texas Pacific Group and Kleiner Perkins, as well as the law firm of Bingham McCutchen.

Mr. Yang holds an S.B. from MIT, a J.D. degree from Harvard Law School and an MBA from the MIT Sloan School of Management. He is a member of the Massachusetts Bar Association.

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David York, Managing Director, Top Tier Capital Partners
Venture Alpha East Speaker

David York is Managing Director of Top Tier Capital Partners. He is responsible for the day-to-day management of the firm, and the development and growth of its funds of funds and co-investment offerings. Mr. York currently serves on the advisory committees for ten venture capital firms. Prior to the formation of Top Tier, Mr. York was a Managing Director with Paul Capital, overseeing the firm’s venture capital fund of funds offerings. Before joining Paul Capital, Mr. York was Managing Director of Equity Capital Markets Trading Services at Chase H&Q, which provided exit strategies to the worldwide private equity community. Prior to H&Q, he managed Volpe Welty & Company’s Corporate and Venture Services Group, and founded the Specialty Equity Transaction group at Drexel Burnham Lambert. Mr. York began his career as an Executive Consultant at Paine Webber. He received his B.S.E. in Industrial and Systems Engineering from the University of Southern California in Los Angeles.

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Shari Young, Senior Private Equity Consultant, Hewitt EnnisKnupp
Buyouts East Speaker
Venture Alpha East Speaker

Shari Young is a Senior Consultant in the Private Equity group at Hewitt EnnisKnupp and is a member of the Investment Committee. She consults on the private equity programs for numerous public and corporate pension plans, endowments, and foundations. Ms. Young has sourced and conducted due diligence on funds and co-investments across the full spectrum of private equity.

Prior to joining Hewitt EnnisKnupp, Ms. Young focused on growth stage venture capital investments at Chicago Venture Partners and was a Summer Associate at Sterling Venture Partners. Previously, Ms. Young was an investment banking analyst for ThinkEquity Partners and senior analyst at First Annapolis Consulting, a boutique strategic consulting and M&A advisory firm focused on financial services.

Ms. Young holds a B.B.A. with distinction in finance and marketing from Emory University Goizueta Business School and an M.B.A. in finance, accounting, and entrepreneurship from The University of Chicago Booth School of Business.

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Carl Youngman, Chairman, Youngman & Charm
HedgeWorld East Speaker

Carl M. Youngman is respected as one of the deans of corporate renewal in America. For over thirty years he has been helping public and private companies, their managements, investors in companies and lenders to companies resolve toperational and financial problems. He has been involved with over 250 companies and has been chairman, CEO, president or director to over 50. He is a Certified Turnaround Professional (CTP).

Mr. Youngman has represented private and public investors, financial institutions, boards of directors, owners, trustees, creditor committees, lawyers, and family advisors. He has been a partner in a $600 million private equity fund. He frequently finds himself in the “due diligence” process assessing new acquisitions, providing forensic services and advising investment banking and venture capital firms on the acquisition, operation and divestiture of existing portfolio companies. He has been a Chapter 11 trustee. Some of the brand names he has helped guide include: Ben & Jerry’s Homemade, Inc., Vie de France Corporation, Claire’s Stores, Au Bon Pain, Inc., Food Research Corporation, Red River Barbeque and Grill, Boston Chicken (now Boston Market), Tony Maroni’s, Champions Sports, Inc., Jreck Subs Group, Inc., Mountain Mike’s Pizza, Cuisine Solutions, Inc., Hub Mail, The Sun-Times Company, Bonner-Vawter Printing Company, The Concord Group, Mercury Media Holdings, LLC, and Bertram Yachts.

Mr. Youngman has a B.S. in electrical engineering from Worcester Polytechnic Institute and a M.B.A. from Harvard Business School. He is a YPOer, a WPOer, and has been a resource leader at past YPO universities. He currently serves as the Chapter Chairman of the New England Chapter and has received national and international awards for his service. He is a member of Who’s Who in America, Who’s Who Worldwide, and Cambridge Who’sWho.

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Mark W. Yusko, CEO & Chief Investment Officer, Morgan Creek Capital Management
PartnerConnect East Speaker

Mark W. Yusko is the Founder, Chief Executive Officer and Chief Investment Officer of Morgan Creek Capital Management, LLC, a registered investment adviser formed in July 2004 to provide investment management and advisory services based on the University Endowment Model of investing to a diverse client base of institutional partners and family offices. With approximately $8 billion in assets under advisement, Morgan Creek is an active, global manager with a long-term philosophy consistent with the Endowment Model. The firm invests across all asset classes and strategies, from traditional equities and fixed income to alternatives, such as hedge funds, private equity, real estate and venture capital.

Using the resources of its unique fiduciary background, Mr. Yusko and Morgan Creek were early pioneers of the Outsourced Endowment Model, and today, the firm provides customized solutions to clients in need of a comprehensive investment program, as well as a suite of manager-of-manager products to assist them in building investment profiles based on the University Endowment Model. Morgan Creek provides best-in-class thinking about Asset Allocation, Manager Selection and Portfolio Construction. In this execution, Morgan Creek researches a broad range of themes, from domestic and international equity, to alternatives and the illiquidity premium in private assets, to the rise of emerging markets and consumer-driven economies, to name a few. Morgan Creek has also formed joint venture partnerships (Salient Partners and Hatteras Investment Partners) to provide comprehensive investment solutions through a series of SEC registered-vehicles.

From 1998 to 2004, Mr. Yusko served as the Chief Investment Officer for the University of North Carolina at Chapel Hill (UNC). Mr. Yusko, and his team, founded the UNC Management Company (UNCMC) in July of 2002 to provide comprehensive investment advisory services to the University including strategic and tactical asset allocation, investment manager selection, manager performance evaluation, spending policy management and performance reporting. UNCMC also provided outsourced investment management services to select schools within the UNC System. Total assets under management at UNC were $1.5 billion, $1.2 billion of Endowment and $300 million of University working capital. Prior to joining UNC, Mr. Yusko was the Senior Investment Director for the University of Notre Dame Investment Office, where he joined as the Assistant Investment Officer, in October of 1993. He worked with the Chief Investment Officer in all aspects of Endowment Management. Mr. Yusko was primarily responsible for portfolio construction and was actively involved in establishing and building strong programs in real estate, private equity and marketable alternatives.

At both Notre Dame and at UNC, Mr. Yusko co-founded the Applied Investment Management course where a select group of students actively managed a live equity portfolio. The class focused on the integration of academic investment theory and the practical investment management process, and has enjoyed tremendous success since inception.

Mr. Yusko and Morgan Creek continue to survey world markets and identify new trends for its investors. Expansion of the firm’s global footprint—with the establishment of local investment offices in Singapore and Shanghai and support for the creation of The Limited Partners Association of China by colleague Jason Zhang-- and investor education initiatives have been critical to Morgan Creek’s success. Mr. Yusko is a globally-recognized speaker on investment topics ranging from asset allocation to manager selection, with a particular emphasis on the integration of alternative investments into traditional portfolios.

Mr. Yusko is an Advisory Board member of a number of private capital partnerships and alternative investment programs and has served as a consultant on alternative investments to a select group of institutions. He is currently a Board member of the MCNC Endowment and The Weaver Foundation. He is a member of the DukeEngage National Advisory Board at Duke University, President and Chairman of the Investment Committee of The Hesburgh-Yusko Scholars Foundation at the University of Notre Dame, and President and Head of Investment Committee of the Morgan Creek Foundation.

Mr. Yusko received his Bachelor of Science Degree, with honors, in Biology and Chemistry from the University of Notre Dame in 1985 and a Master of Business Administration in Accounting and Finance from the University of Chicago in 1987.

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Daniel Zwirn, Managing Member, Zwirn Family Interests
HedgeWorld East Speaker

Daniel Zwirn is Managing Member of Zwirn Family Interests, LLC and Arena Investors, LLC and is an owner or board member of several financial institutions including: (i) Big Rock Partners, a real estate developer, (ii) Global Analytics, a consumer finance and analytics provider, (iii) Colford Capital, a commercial finance company, (iv) White, Weld & Co. Holdings, LLC, an investment advisor, and (v) ZFI Endowment Partners, an alternative investment fund manager.

From 2001 through mid-2009, he founded and managed the business of D.B. Zwirn & Co. (“DBZ”), of which he was Managing Partner and Chief Investment Officer. During its ongoing operations, DBZ managed up to $6 billion of equity capital and approximately $12 billion of assets. The firm, directly or indirectly, employed over 1,000 people across 15 core offices and over 75 specialty finance-oriented exclusive joint ventures throughout North America, Europe, Asia/Pacific and Latin America while earning more than $2.7 billion for its partners and investors.

Through December 2003, Mr. Zwirn also served as Managing Director and Senior Portfolio Manager of the Special Opportunities Group of Highbridge Capital Management. Prior to that, Mr. Zwirn served as Founder/Portfolio Manager of the Special Opportunities Group of MSD Capital, L.P., the private investment firm of Michael Dell. From 1997 through early 2000, Mr. Zwirn was employed at Davidson Kempner Partners, where he initiated that firm’s focus on direct debt investments as well as international merger arbitrage, for which he was given a mandate to open the firm’s London office. Prior to attending business school, Mr. Zwirn served as an analyst in the Media and Communications Investment Banking and Private Equity departments at Lazard Frères & Co. and Madison Dearborn Partners, respectively.

Mr. Zwirn received an M.B.A. from the Harvard Business School in 1998, a B.S. in Economics with a triple concentration in Accounting, Finance and Corporate Control (self-designed), cum laude, from the University of Pennsylvania’s Wharton School of Business in 1993, and a B.A.S in Computer Science, cum laude, from the University of Pennsylvania’s Moore School of Electrical Engineering in 1993.

Mr. Zwirn is or has been a member of The Council on Foreign Relations (Term) and The Young Presidents Organization. He serves or has served on the Board of Directors of the Brookings Institution, the Advisory Council of the Hamilton Project at the Brookings Institution, the Leadership Council of the Robin Hood Foundation, the Board of Trustees of New York's Public Theater (Treasurer), the Barnard College Real Estate Committee, and the Board of Trustees of the Madison Square Boys & Girls Club.

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Michael van Biema, Founder & CIO, van Biema Value Partners
AIMS Speaker

Michael van Biema is the founder of van Biema Value Partners, LLC. Prior to establishing the firm, Mr. van Biema was on the faculty of Columbia Business School from 1992 to 2004 where he taught value investing, general corporate finance, capital markets, securities analysis, and entrepreneurial finance in both the regular and executive MBA programs. He has also served as director of a multi-year, multimillion-dollar research project into productivity in the service sector funded by the Alfred P. Sloan Foundation. He received his B.A. from Princeton University in Electrical Engineering and his Ph.D. from Columbia University in Computer Science. Before joining the faculty of Columbia Business School he was involved in several IT-related startup ventures.

More recently he has consulted to companies such as American General, Bell Atlantic, Brambles, CitiGroup, Deutsche Telekom, Gabelli Asset Management, Goldman Sachs, Merck, Salomon Brothers, and Vontobel Asset Management and several private asset management firms.

Mr. van Biema is the author of numerous publications, including an article in the Harvard Business Review entitled "Managing Productivity in the Service Sector" (Summer 1998), and co-author of the book Value Investing from Graham to Buffett and Beyond (Wiley, June 2001), and has lectured internationally on value investing.

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Georges van Hoegaerden, Managing Director, The Venture Company
Venture Alpha East Speaker

Georges van Hoegaerden is an entrepreneur, venture catalyst, serial-CEO, venture capitalist turned innovation economist (by fate). He runs The venture Company (venturecompany.com) as an advisory firm today.

Mr. van Hoegaerden has built the strategy and growth of a four-person startup to a nine-digit exit and has been the CEO, and board director at three other early-stage companies he raised money for, and turned into high gear.

Mr. van Hoegaerden became deeply familiar with the inner-workings of venture capital as a part-time venture partner, driving the growth of startups, alongside his advisory to some of Silicon Valley's most well-known established technology companies. While inside "the kitchen" of venture capital, he discovered the root-cause of the systemic incompatibility between outlier-innovation and the investor-socialism deployed by its arbitrage, and Mr. van Hoegaerden has since set out to free the american dream from the stronghold of its subprime suitors.

With renewable economics as the subject of his upcoming book, Mr. van Hoegaerden will outline new methods by which economic systems can be aligned to stimulate and control the performance of our brightest assets.

Mr. van Hoegaerdens' unique insight have been generously lauded, and his blog is frequently covered in major publications and trade media, such as The Wallstreet Journal, The New York Times, Forbes, Business Week, Fortune, NPR, San Francisco Chronicle, Reuters PEHub, AltAssets, Pensions & Investments, Investors' Business Daily, Portfolio and others.

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Egon von Greyerz, Founder & Managing Partner of Matterhorn Asset Management, AG (MAM) & GoldSwitzerland based in Zurich, Switzerland.
HedgeWorld East Speaker

Egon von Greyerz (EvG) – Founder and Managing Partner of Matterhorn Asset Management AG (MAM) and GoldSwitzerland based in Zurich, Switzerland. EvG forecasted the current present problems in the world economy well over 10 years ago. In 2002 when gold was $300 per ounce, MAM recommended to its investors to put 50% of their investment assets into physical gold stored outside the banking system.

Egon von Greyerz started his working life in Geneva as a banker and thereafter spent 17 years as Finance Director and Executive Vice-Chairman of a FTSE 100 company in the UK, Dixons Group Plc.

Since the 1990s EvG has been actively involved with financial investment activities including Mergers and Acquisitions and Asset allocation consultancy for private family funds. This led to the creation of Matterhorn Asset Management in 1998, an asset management company based on wealth preservation principles. The GoldSwitzerland Division was created to facilitate the buying and storage of physical gold and silver for private investors, companies, trusts and pension funds.

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