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  

Lawrence Aragon   |  John Buser   |  Jon Davis   |  Greg Roumeliotis   |  Chris Ainsworth   |  Frank Albrecht   |  Lawrence Aragon   |  George Arnold   |  Alex Bangash   |  Brian Bank   |  Brian Bank   |  Mark Barnhill   |  William Barnum   |  Greg Baty   |  Karl Beinkampen   |  Luisa Beltran   |  Ted Beneski   |  Allison Bennington   |  David Benz   |  Sean Bill   |  Steve Bills   |  Seth Blackman   |  George Bonne   |  Mark Boslet   |  Mark Boslet   |  Tom Bratkovich   |  Leonard Brody   |  Chris Bruneau   |  Brad Brutocao   |  John Buser   |  Vincent Calcagno   |  Kevin Campbell   |  Kevin Cantrell   |  Kate Carlson   |  Punit Chiniwalla, Ph.D   |  Doug Chu   |  Kara Cissell-Roell   |  Chris Clair   |  Chris Clair   |  Ryan Clark   |  Timothy Clark   |  John Coehlo   |  Jean-Pierre Conte   |  Ricardo Cortez   |  Jonathan Coslet   |  Saverio Costa   |  Matt Costello   |  David Cowan   |  John Crocker   |  Catherine Crockett   |  John Daly   |  Robert Davis   |  Nancy Davis   |  Martin Day   |  Dipanjan Deb   |  Joyce Demonteverde   |  Jim Dilworth   |  Kirk Dizon   |  Lisa Donn Sergi   |  Chris Douvos   |  Maureen Downey   |  Timothy C. Draper   |  Adam Draper   |  Jamie Ebersole   |  Judith Elsea   |  Craig Everett, PhD   |  Chris Eyre   |  Leigh Faber   |  Marc Fagel   |  David Fann   |  José Feliciano   |  Michael Felman   |  Brett Fisher   |  Robert Fitzsimmons   |  Michael Fitzsimmons   |  Bobby Franklin   |  Nat Fraser   |  Tully Friedman   |  Chris Frigon   |  Danielle Fugazy   |  Venky Ganesan   |  Steve Gelsi   |  Joanna Glasner   |  Jeffrey Goldfarb   |  Alastair Goldfisher   |  Alastair Goldfisher   |  Balaji Gopinath   |  Oliver Gottschalg   |  Jay Gould   |  Bob Grady   |  James Griffin   |  David Grove   |  Mark Guinney   |  Sanjay Gupta   |  Scott Halsted   |  Ken Hao   |  Gordon Hargraves   |  Brian Hargreaves   |  Jeri Harman   |  Nathan Harnetiaux   |  Trey Hart   |  Trey Hart   |  Dan Heidenreich   |  Marek Herchel   |  Wayne Himelsein   |  Lisa Hinds   |  Greg Howorth   |  Doug Huber   |  Lex Huberts   |  Todd Hurlbut   |  Jason Hutchinson   |  Ravi Jagannathan   |  William Jarvis   |  Ron Kahn   |  Peter Kehrli   |  Matthew Kerfoot   |  Kal Kilgast   |  Eric Klein   |  Paul Klingenstein   |  Christopher Knight   |  Mike Krems   |  Paul Krsek   |  Damon Krytzer   |  Brian Lahart   |  Rich Lawson   |  Kenn Lee   |  Randall Lee   |  Ken Lehman   |  Ken Lehman   |  Jeremy Lehrer   |  Christian Lena   |  Josh Liebow   |  Jeff Lipton   |  Kelvin Liu   |  Susan Long McAndrews   |  Irwin Loud   |  Thomas Lynch   |  Nadim Malik   |  Meyer Malka   |  Micky Malka   |  Bart Mallon   |  John Malloy   |  Jules Maltz   |  Robert Martin   |  Paul Martino   |  Stephen Massocca   |  Whit Matthews   |  Erik Mayo   |  David McCoy   |  Matthew McElhattan   |  Eric Melis   |  Rachel Minard   |  Kate Mitchell   |  Ralph Money   |  Todd Morris   |  Michael Moy   |  Bill Mulligan   |  Mark Mushkat   |  George Myhal   |  Vinay Nair   |  Alex Navab   |  Olaf Neubert   |  David Nowak   |  Marianne O   |  Matthew O'Toole   |  David Oddi   |  Keith Pagan   |  Satya Patel   |  Jeffrey Pavlik   |  Georganne Perkins   |  Chris Perriello   |  Joe Peta   |  Christopher Petrossian   |  Peter Pham   |  Heidi Poon   |  Kathleen Powers Dunlap   |  Mahendra Ramsinghani   |  Matt Rittenmeyer   |  Tim Ross   |  Andrew Ross   |  Gregory Roth   |  Greg Roumeliotis   |  Anthony Salewski   |  Jack Salzman   |  Jack Salzman   |  Andres Sandate   |  Jim Scheinman   |  David Schombert   |  Diane Schrader   |  Ari Shiff   |  Barry Silbert   |  John D. Skjervem   |  Alex Slusky   |  Kenneth Smith   |  Robert Smith   |  Alan Snyder   |  Josh Sobeck   |  Hunter Somerville   |  Nicolas Sorensen   |  Kenny Springfield   |  Matthew Stadtmauer   |  Alex Stanton   |  Chris Stanton   |  Matt Stepan   |  Philip Summe   |  Ron Surz   |  Mark Suster   |  Janice Tang   |  Douglas Tapley   |  Michael Tedesco   |  Michael Tharp   |  Amit Tiwari   |  David Toll   |  Philip Tseng   |  Don Vollum   |  Joe Wade   |  Greg Walters   |  Jonathan Weber   |  Eric White   |  Ralph Whitworth   |  Jeff Willardson   |  Chris Witkowsky   |  Chris Witkowsky   |  David York   |  David York   |  Michel del Buono   |  Michel del Buono

Lawrence Aragon, Digital Editor, Reuters Deals Group
AIMS West 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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John Buser, Global Head of Fund of Funds, NB Alternatives
AIMS West 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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Jon Davis, Event Coordinator, Contributing Editor, HedgeWorld
HedgeWorld West Speaker

Bio to come..

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Greg Roumeliotis, Private Equity Correspondent, Reuters
Buyouts West Speaker

Bio to come..

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Chris Ainsworth, Managing Director, U.S. Trust
HedgeWorld West Speaker

Christopher Ainsworth is Managing Director and the Regional Investment Executive for the Greater Los Angeles and Pacific South West regions within U.S. Trust.

In his role, Mr. Ainsworth oversees six U.S. Trust offices throughout Southern California and the state of Arizona and leads a team of 38 talented and dedicated investment professionals. He is responsible for delivering customized wealth management solutions to high-net-worth and ultra-high-net-worth families. He currently oversees in excess of $12 billion in assets under management and frequently speaks to groups on the financial markets and the global economy.

Prior to assuming this role, Mr. Ainsworth’s experience ranges from traditional asset management to alternative investments. From 2001 to early 2005, Mr. Ainsworth was previously with Banc of America Capital Management’s Alternative Investment Group where he helped grow the business from a start-up to a multi-billion dollar asset management group in just under three years. Since 2005, Mr. Ainsworth has worked in various capacities of the investment industry and specifically focused much of his time working with family offices and multi-family offices on their investments. Chris has been a regular speaker and commentator on the financial service industry including CNN, CNNfn, and other media outlets. In 2010, Chris was recruited by hedge fund and alternative investment industry participants to develop an association for California based hedge funds to act in a unified manner to become more involved in the future financial service regulatory process. From July 2010 through December 2012, Mr. Ainsworth served as the President of the California Hedge Fund Association, a non-profit member based organization to serve the California hedge fund community. Since January 2013, Mr. Ainsworth has served as the Chairman of the California Hedge Fund Association. Since 2011, Chris has served on the Los Angeles Committee for Help for Children|Hedge Funds Care. Hedge Funds Care is an international charity, supported largely by the hedge fund industry, whose sole mission is preventing and treating child abuse.

Mr. Ainsworth received a Bachelor of Science in Economics with Financial Applications from Southern Methodist University.

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Frank Albrecht, Director, DB Private Equity & Private Markets
Buyouts West Speaker

Frank Albrecht is a senior member of Deutsche Bank’s Private Equity (“DBPE”) investment team, a private equity fund of funds platform with client commitments of more than $11bn, offering primary, secondary and co-investment programs as well as managed accounts targeting institutional and private wealth clients.

Mr. Albrecht is responsible for sourcing, due diligence, execution and monitoring of private equity, venture/growth capital and infrastructure fund investments in North America. As a portfolio manager he also has responsibility for DBPE’s largest managed account amongst others.

Mr. Albrecht joined DBPE in 2001 and relocated from Germany to the U.S. in 2008. He is a member of the Global Investment Committee and has nearly 20 years of relevant industry experience. He has been instrumental in all aspects of investment and relationship management, distribution as well as business development since joining business. Mr. Albrecht has invested almost $1bn across 50 fund managers in buyout, venture/growth capital, distressed, energy, and infrastructure funds globally. Prior to joining DBPE, he was a Managing Director at Schroeder + Partner in Germany, an operational holding company managing a portfolio of distressed middle-market companies and providing venture/growth capital to technology-enabled start-ups.

Mr. Albrecht began his career at IBM. Mr. Albrecht holds a Ph.D. in Business Administration, and a M.Sc. with honors in industrial engineering from the Technical University of Berlin, Germany.

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Lawrence Aragon, Digital Editor, Reuters Deals Group
Venture Alpha West 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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George Arnold, Managing Principal, Knightsbridge Advisers
Venture Alpha West Speaker

Mr. George Arnold became known to Knightsbridge as a fellow investor in a number of leading venture partnerships to which he was exceptionally successful in gaining access. He began his tenure at Knightsbridge in May of 2007.

From 2004 until he joined Knightsbridge, Mr. Arnold was Director and Head of Venture/Growth Equity fund investments for Citigroup Private Equity. In this capacity, he was responsible for over 100 fund relationships with commitments of $1.3bn, sat on a dozen advisory boards and brought Citigroup into 29 new venture and growth equity funds, many of which are considered difficult to access by most investors. From 1998 to 2003, he invested directly in private technology companies alongside venture investors on behalf of Citigroup, serving as a director or observer on many of their boards including Insurance.com, ConvergeNet (acquired by Dell), Guardent (acquired by VeriSign), Mobile365 (acquired by Sybase), and Openwave (aka Unwired Planet and Phone.com). Mr. Arnold spent his first year at Citigroup working in the Business Strategy Development and M & A Group where he worked on a majority stake acquisition of a European bank.

As an investor in companies and funds, Mr. Arnold draws on his broad technology background. He spent five years as an engineer and project manager with a Silicon Valley technology company that produces test and measurement solutions. Mr. Arnold holds a patent in the area of metallic access subscriber line testing.

A Swiss national, former Swiss Army officer and a graduate of the Swiss Institute of Technology (Dipl.El.-Ing.ETH), Mr. Arnold came to the U.S. in 1992 to earn an M.S. in Electrical Engineering from Stanford University, followed by an M.B.A. from Santa Clara University.

Mr. Arnold's interests include spending time with his family outdoors, hiking, biking, camping, skiing, scuba diving and gardening. He also enjoys the challenge of a difficult Sudoku puzzle.

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Alex Bangash, Managing Director, Rumson Group
Venture Alpha West 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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Brian Bank, Director of Private Equity, Aspiriant
Venture Alpha West Speaker

Brian joined Aspiriant in 2011 and serves as Director of Private Equity. In this capacity, Brian serves as portfolio manager for a series of fund-of-funds created to provide Aspiriant's clients access to the PE, VC, and private real estate asset classes. Additionally, Brian serves on Aspiriant's investment committee. Brian has over 14 years of experience within the alternative investment industry. Prior to joining Aspiriant, Brian was Director of U.S. Fund-of-Funds and Co-Investments for PineCrest Capital Partners, the US office of a UK-based, publicly traded investment company. In this role, Brian managed US venture capital and private equity fund-of-funds and direct investments. Brian's responsibilities included sourcing, diligencing, and managing GP commitments and relationships. Additionally, Brian identified and executed co-investments in parallel with the GPs and served on corporate boards and fund advisory committees. Brian attended Middlebury College, where he earned a BA degree in History and earned an MBA from Cornell University's Johnson Graduate School of Management.

Aspiriant is the leading independent wealth management firm, providing personal wealth strategies, investment advice, management and family office services for a select number of sophisticated and wealthy individuals and their families throughout the nation.

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Brian Bank, Director of Private Equity, Aspiriant
AIMS West Speaker

Brian joined Aspiriant in 2011 and serves as Director of Private Equity. In this capacity, Brian serves as portfolio manager for a series of fund-of-funds created to provide Aspiriant's clients access to the PE, VC, and private real estate asset classes. Additionally, Brian serves on Aspiriant's investment committee. Brian has over 14 years of experience within the alternative investment industry. Prior to joining Aspiriant, Brian was Director of U.S. Fund-of-Funds and Co-Investments for PineCrest Capital Partners, the US office of a UK-based, publicly traded investment company. In this role, Brian managed US venture capital and private equity fund-of-funds and direct investments. Brian's responsibilities included sourcing, diligencing, and managing GP commitments and relationships. Additionally, Brian identified and executed co-investments in parallel with the GPs and served on corporate boards and fund advisory committees. Brian attended Middlebury College, where he earned a BA degree in History and earned an MBA from Cornell University's Johnson Graduate School of Management.

Aspiriant is the leading independent wealth management firm, providing personal wealth strategies, investment advice, management and family office services for a select number of sophisticated and wealthy individuals and their families throughout the nation.

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Mark Barnhill, Partner, Platinum Equity
Buyouts West Speaker

Mr. Mark Barnhill manages functions connected to capital raising, fund administration, investor relations and corporate and external affairs for Platinum Equity and Platinum Equity Capital Partners.

Mr. Barnhill is responsible for strategic planning and administration of the firm’s private equity fund vehicles. He leads Platinum’s capital raising activities and is its senior relationship manager with investors, who comprise a diverse cross-section of public and private pension funds, financial institutions, foundations and family offices in North America, Europe and Asia.

He is responsible for working with the firm’s M&A&O® teams on the capital structure and drawdown of investment capital for individual transactions. He also oversees functions related to quarterly and annual reporting and audit, compliance with contractual and regulatory matters related to the funds, and coordination with the funds’ Limited Partner Advisory Committees.

In addition to his fund responsibilities, Mr. Barnhill holds leadership functions connected to strategic planning, recruiting and retention, transaction sourcing, corporate communications and external affairs for Platinum Equity and its operating companies.

Mr. Barnhill was formerly a Senior Partner at Fleishman-Hillard Inc., where he directed the firm’s corporate practice in Los Angeles and managed both domestic and international accounts. Before that he was a senior executive at the Los Angeles Daily News, where he served as Assistant Managing Editor, City Editor, and Washington Bureau Chief. He also spearheaded development of the newspaper’s interactive business and first online site.

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William Barnum, Partner, Brentwood Associates
Buyouts West Speaker

Bio to come..

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Greg Baty, Principal, Hamilton Lane
Buyouts West Speaker

Greg is a Principal based in Florida and is primarily focused on the activities of the Florida Growth Fund.

Prior to joining Hamilton Lane in 2009, Greg held investment positions within the private equity marketplace and has had previous experience with venture finance at Sand Hill Capital and Garage.com (Garage Technology Ventures). At these firms he screened potential portfolio companies, sourced deal flow for emerging technologies, raised capital and managed relationships with top-tier venture capital and venture debt firms. Greg also brings an operational background with him to Hamilton Lane having owned and operated multi-unit branded retail franchises along with his operational roles in technology startups.

Greg also spent nine years as a professional football player in the National Football League. He was drafted by the New England Patriots and finished his career with the Miami Dolphins.

Greg received his bachelor’s degree from Stanford University and a master’s in science of management degree from the Stanford Graduate School of Business.

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Karl Beinkampen, Wilshire Private Markets, CIO
Buyouts West Speaker

Bio to come..

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Luisa Beltran, Senior Private Equity Writer, peHub.com
Buyouts West 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, CEO & Managing Partner, Insight Equity
Buyouts West Speaker

Ted co-founded Insight Equity in 2002. 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 annual investment returns of over 60% during his tenure there

Prior to CMG, Ted was the co-founder and Managing Director of Bain & Company’s Dallas office. As a Consulting Professional and Senior Partner at Bain & Company for nearly 15 years, 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 & Company, Ted worked for five years as a commercial banker with Bankers Trust in New York and Shawmut Corporation in Boston.

Ted currently serves as the Chairman of the Board of the general partner of Emerge Energy Services LP, Vision-Ease Lens, Hirschfeld Industries, AvTurf, Atwood Mobile Products, Meadow Valley, The Berry Family of Nurseries, Versatile Processing Group, A.P. Plasman, Flanders and New Star Metals. Ted also serves as Vice Chairman of the Board of Micross Components.

Ted formerly served as the Chairman of the Board of Walker, Direct Fuels, and Superior Silica Sands and as Vice Chairman of the Board of AEC.

Ted received an MBA from Harvard Business School and a BA in Economics from Amherst College.

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

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Allison Bennington, Partner and General Counsel, ValueAct Capital
HedgeWorld West Speaker

ALLISON A. BENNINGTON is the General Counsel, Chief Compliance Officer and a Partner of ValueAct Capital. Prior to joining ValueAct Capital in April 2004, Mrs. Bennington was the General Counsel of Atriax, Ltd. ("Atriax"), a joint venture of Deutsche Bank, J.P. Morgan Chase, Citibank and Reuters. Prior to joining Atriax, Mrs. Bennington was a Managing Director of Robertson Stephens, a full service investment bank, where she ran the Legal Department. Mrs. Bennington was previously a Partner in the London office of Brobeck Hale and Dorr International. Mrs. Bennington is a director of Seitel Inc. and is a member of the Advisory Board of the Program on Corporate Governance at Harvard Law School. She has a B.A. from the University of California at Berkeley and a J.D. from the University of California, Hastings College of the Law.

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David Benz, Principal, Rothstein Kass
Buyouts West Speaker

David Benz is a principal in Rothstein Kass’ Private Equity practice. David specializes in partnership taxation, with a concentration on the private equity, commercial real estate and public utilities sectors. He has more than 18 years of experience in taxation of partnerships, limited liability companies, Subchapter S corporations and related offerings. Mr. Benz also has extensive experience relating to mergers and acquisitions.

Prior to joining Rothstein Kass, Mr. Benz was managing director in the National Tax Office of independent tax consulting firm WTAS, LLC, serving as the technical lead for partnership taxation. He has also served as director and chair of the Tax department at the law firm Sommer Barnard, P.C., a senior associate attorney with Musick, Peeler & Garrett, LLP and tax consultant and member of the pass-through entities team at Arthur Andersen, LLP.

Mr. Benz has served as an adjunct professor at Loyola Marymount University’s School of Law as well as California State University – Northridge, where he teaches taxation courses. He is a frequent speaker at industry events. Mr. Benzbelongs to the Los Angeles County Bar Association and the American Bar Association. He earned a Juris Doctorate from Indiana University School of Law and a Bachelor of Science from Purdue University.

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Sean Bill, Investment Program Manager, Santa Clara County Transportation Authority
HedgeWorld West Speaker

Sean Bill is the Investment Program Manager at the Santa Clara Valley Transportation Authority (VTA). He is responsible for the oversight and management of the agency’s cash management programs and public fund investment activities, which includes serving as the Chief Investment Officer of the Amalgamated Transit Union, Local 265 Pension Plan. Sean also serves as a Trustee for the City of San Jose’s Police and Fire Department Retirement Plan. He was appointed to a four year term by the City Council and Mayor Chuck Reed in an effort to improve Board governance and the plan’s investment returns; he is a member of both the Audit and Investment Committees. Prior to entering public service Sean spent 15 years as a trader, research analyst and portfolio manager at both traditional long-only and alternative asset managers. Sean is a graduate of Indiana University, Bloomington and the Stanford Graduate School of Business.

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Steve Bills, Senior Editor, Buyouts Magazine
Buyouts West Speaker
AIMS West 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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Seth Blackman, Principal-in-Charge, Rothstein Kass
Venture Alpha West Speaker

Seth Blackman is the principal in charge of Rothstein Kass’ San Francisco office. Seth specializes in audit, tax and consulting services for alternative investment funds and broker-dealers in the financial services industry. Seth oversees audit and tax compliance services for hedge funds, funds of funds, private equity funds, venture capital funds, broker-dealers, mutual funds and management companies. He advises these entities on initial organizational structure, audit processes and the management of operational and tax matters. Prior to joining Rothstein Kass in 2004, Seth worked as the CFO/COO for a family office that managed several affiliated limited partnerships employing a long/short equity trading strategy and a hedge fund that primarily traded soft commodities, both located in New York. His responsibilities at both organizations included overseeing the accounting, finance, operations and HR functions as well as managing relationships with legal, prime brokerage, accounting, audit and tax. Seth was also a senior associate in the Capital Markets Business Assurance Group of PricewaterhouseCoopers in New York. Seth Blackman is currently a member of the organizing committee for the Bay Area Hedge Fund Roundtable, a group which facilitates communication, education and networking among the Bay Area alternative investment community. He is also an active member of the Business Leadership Counsel’s Programming Committee of the Jewish Community Federation of San Francisco.

Mr. Blackman earned a Bachelor of Science degree in accounting from Binghamton University. He is a member of the American Institute of Certified Public Accountants (AICPA), the California Society of Certified Public Accountants (CalCPA), the New York State Society of Certified Public Accountants (NYSSCPA), and the New Jersey Society of Certified Public Accountants (NJSCPA).

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George Bonne, Director, Quantitative Research, Thomson Reuters
HedgeWorld West Speaker

George Bonne, Ph.D., PRM, is Director of Quantitative Research at Thomson Reuters StarMine where he and his team of researchers create sophisticated quantitative models geared for equity and fixed income investment managers, risk managers, investment bankers, and corporations. Recent projects include creating novel equity alpha models, credit risk models, a tactical asset allocation model, creating better economic forecasts, and predicting corporate deals. Previously he was a quantitative research analyst at StarMine where he focused on creating innovative equity raking models. He came to StarMine from KLA-Tencor and Applied Materials where he analyzed large data sets to develop mathematical models of the performance of semiconductor equipment. George received his M.S. and Ph.D. in Physical Chemistry from Harvard University and also holds a B.S. in Chemistry from UC Irvine and is also a certified Professional Risk Manager (PRM).

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Mark Boslet, Senior Editor, Venture Capital Journal
Venture Alpha West 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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Mark Boslet, Senior Editor, Venture Capital Journal
AIMS West 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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Tom Bratkovich, Director, Investment Operations & Reporting, LP Capital Advisors
Venture Alpha West Speaker

Tom Bratkovich is a Director at LP Capital Advisors and is based in Sacramento, California. He leads LPCA's Venture Capital/Growth Equity strategy team, manages several client relationships, and leads several internal operations areas for the firm. Prior to joining LPCA in 2008, Mr. Bratkovich spent two years as Chief Financial Officer of a 200-person non-profit organization focused on revitalizing inner cities through education, community activism and economic development. Prior to this, Mr. Bratkovich spent two years at the family office of a Fortune 100 technology entrepreneur building out the venture capital platform and making venture investments, and three years at the Draper Fisher Jurvetson affiliated venture capital fund in the Pacific Northwest. In addition, Mr. Bratkovich spent six years at an early-stage company focused on the commercialization of innovative aerospace and energy conversion products.

Mr. Bratkovich received an MBA from the Harvard Business School with Distinction, an M.S. in Aeronautical and Astronautical Engineering from the Massachusetts Institute of Technology and a B.S. in Aerospace Engineering from the University of California, Los Angeles.

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Leonard Brody, Founder & Principal, GrowLab
Venture Alpha West Speaker

Bio to come..

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Chris Bruneau, Executive Director, 57 Stars
Buyouts West Speaker

Mr. Bruneau is Executive Director at 57 Stars LLC, a manager of emerging market private equity fund-of-funds. At 57 Stars Mr. Bruneau is responsible for investor relationships and origination and underwriting investments, primarily in Latin America. Mr. Bruneau is responsible for the firm’s office in São Paulo, Brazil. Prior to joining 57 Stars, Mr. Bruneau was a Director at the J.E. Robert Company where he was responsible for originating, underwriting, negotiating and closing real estate investments in Latin America. Mr. Bruneau joined JER Partners in 2006 from East-West Financial Services, Ltd., a financial advisory boutique that arranges financing for hospitality and real estate projects in Latin America. Prior to joining East-West, Mr. Bruneau was an attorney at Paul Hastings Janofsky & Walker LLP and previously at Wilmer Cutler & Pickering LLP. In both firms, he provided legal advice to a broad range of institutional clients. Mr. Bruneau holds a J.D. from the Georgetown University Law Center, an M.A. in International Economics and International Relations from the Johns Hopkins School of Advanced International Studies and a B.A. in Comparative Government from Georgetown University. Mr. Bruneau lived in Brazil for six years. He is fluent in Spanish and Portuguese and conversant in French.

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Brad Brutocao, General Partner, Freeman Spogli & Co.
Buyouts West Speaker

Brad Brutocao is a Partner with Freeman Spogli & Co., one of the leading middle market private equity investment firms in the United States. Based in Los Angeles and with offices in New York, Freeman Spogli has invested in 48 companies with aggregate value of approximately $19 billion. Founded in 1983, the firm focuses exclusively on investments in the consumer and distribution sectors. Mr. Brutocao joined the firm in 1997 and currently serves on the boards of directors of Floor & Decor, Boot Barn, and Paradies. He is also actively involved in Freeman Spogli’s investment in PETCO Animal Supplies. Prior to joining Freeman Spogli, Mr. Brutocao worked at Morgan Stanley & Co. Incorporated in the Mergers and Acquisitions and Corporate Finance departments. Mr. Brutocao received his bachelor's degree magna cum laude in economics from the University of California, Los Angeles.

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John Buser, Global Head of Fund of Funds, NB Alternatives
Buyouts West 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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Vincent Calcagno, Principal-in-Charge, Rothstein Kass
HedgeWorld West Speaker

Vincent Calcagno is a member of Rothstein Kass’ Executive Committee and Principal-in- Charge of the Firm’s Beverly Hills office. In addition to his management responsibilities, Mr. Calcagno specializes in audit, tax and consulting engagements for venture capital funds, hedge funds, fund of funds, private equity funds, mutual funds, management companies, registered investment advisors and broker-dealers. He leverages his extensive operational experience from his dealings in the private and public sector of the financial services industry to advise these entities on business structure and strategy, as well as the management of financial, operational and tax matters. Furthermore, he chairs Rothstein Kass’ Best Practices and Learning and Development committees, and has been a member of the Human Resources committee. He is a standing contributing editor to the Firm’s financial services newsletter, Wall Street Argus, and proprietary white papers. While being extensively involved with internal recruitment and professional development programs for the Firm, Mr. Calcagno is also a frequent speaker at capital markets conferences and via webinars.

Prior to joining Rothstein Kass in 2003, Mr. Calcagno served as the CFO of a family office for several affiliated limited partnerships and a related broker-dealer, based in New York. In that role, he was responsible for managing all accounting, finance and operations departments as well as monitoring numerous active portfolio managers. Additionally, Mr. Calcagno gained valuable industry experience as a member of the Capital Markets Business Assurance Group for PricewaterhouseCoopers in New York, where he was responsible for audit design and implementation as well as coordination with international offices on capital markets engagements.

Mr. Calcagno graduated cum laude from Fordham University with a Bachelor of Science degree in accounting. He has served as an adjunct accounting professor at Fordham University’s College of Business Administration and has completed the Leading Professional Services Firms Executive Program at the Harvard Business School. He is a member of the American Institute of Certified Public Accountants (AICPA), the California Society of Certified Public Accountants (CalCPA), the New Jersey Society of Certified Public Accountants (NJCPA) and the New York State Society of Certified Public Accountants (NYSSCPA). Vincent is also a member of Vistage International’s CEO Peer Advisory Group, as well as a member and former treasurer of the Guardsmen, a San Francisco service organization devoted to advancing atrisk Bay Area youth.

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Kevin Campbell, Director & Portfolio Manager, DuPont Capital Management
Venture Alpha West 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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Kevin Cantrell, Director, RLH Equity Partners
Buyouts West Speaker

Kevin D. Cantrell is a director with Riordan, Lewis & Haden (“RLH”). Mr. Cantrell joined Riordan, Lewis & Haden in 2004 and focuses his attention on growth investments in the government services, business services, and healthcare sectors.

Prior to RLH, Mr. Cantrell worked with the private equity firm Primus Capital and started his career with First Union in the leveraged capital group. Mr. Cantrell currently serves on the board of Secure Mission Solutions.

Mr. Cantrell received an MBA from the Kellogg School of Management at Northwestern University and a BS from Auburn University.

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Kate Carlson, Associate, Franklin Park
Buyouts West Speaker

Bio to come..

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Punit Chiniwalla, Ph.D, Director, SingTel Innov8 Ventures
Venture Alpha West Speaker

Punit Chiniwalla is currently a Director for SingTel Innov8 and is focused on the fund's North American investment activity. Punit’s current investments include Nexage, TubeMogul and Tempo.ai and he actively supports many of the firm’s other portfolio companies. Punit joined Innov8 as a broad technology investor with a number of years of venture experience. He comes most recently from Panorama Capital where he was instrumental in the firm’s investments in JiWire, Fixmo and Tynt, Validity and Neoconix. Prior to joining Panorama, Mr. Chiniwalla led the technology team of the Frankel Commercialization Fund, a seed stage investment vehicle focused on university spinouts where he sourced the fund’s first investment, Arbor Photonics. Punit has also worked with RPM Ventures.

Mr. Chiniwalla's prior operating experience includes approximately a decade of business development, product and technology research in the areas of server technologies, devices, interconnect subsystems, and optoelectronic packaging most notably at IBM's T.J. Watson Research Center in New York. He has authored a number of papers in each of these fields and has multiple US patents issued and under review.

Mr. Chiniwalla holds a B.S. from Carnegie Mellon University, a Ph.D. from Georgia Institute of Technology and an MBA from the University of Michigan where he was a Frankel Fellow and Mondry Scholar. He is also a graduate of the prestigious Kauffman Fellows Program where he remains active.

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Doug Chu, Senior Vice President, Head of the Silicon Valley Office, New York Stock Exchange
Venture Alpha West Speaker

Doug Chu is Senior Vice President and Head of the Silicon Valley Office and Western Region for NYSE's Global Corporate Client Group. His group is responsible for advising and managing relationships with corporate clients and IPO prospects, as well as the VC, investment banking, private equity and legal communities. Previous to joining the NYSE, Mr. Chu has over 12 years of experience as a technology investment banker in Silicon Valley, in the technology practices of Credit Suisse, Deutsche Bank, and Bank of America Securities. He has advised clients in the software, internet, semiconductor and hardware sectors on over $15 billion of capital raising and mergers & acquisitions transactions. Prior to his investment banking career, Mr. Chu was an aerospace engineer with McDonnell Douglas Corporation and has experience as a programmer, an aerospace design engineer and also as an IT systems manager. Mr. Chu received his B.S. in Aerospace Engineering from the Massachusetts Institute of Technology, his M.S. in Mechanical & Aerospace Engineering from Princeton University, and his MBA from U.C. Berkeley.

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Kara Cissell-Roell, Managing Director, VMG Partners
Buyouts West Speaker

Ms. Cissell-Roell co-founded VMG Partners in 2005 and currently focuses on all aspects of the Fund’s investment strategy, execution and portfolio company management.

Ms. Cissell-Roell serves on the boards of KIND Snacks, Pirate Brands, PLV Studio, Pretzel Crisps, Speck Products, Kernel Season’s, and previously served on the Boards of Colorescience prior to its merger with SkinMedica and of Waggin’ Train, before it was sold to Nestlé Purina Petcare.

Prior to VMG Partners, Ms. Cissell-Roell was a Vice President at TSG Consumer Partners’ portfolio companies where she was involved in the sourcing, due diligence, execution and monitoring of a majority of TSG Consumer Partners’ portfolio companies.

Prior to TSG Consumer Partners, Ms. Cissell-Roell was an Associate at private equity firm Arena Capital Partners, where she focused on investment opportunities in consumer, healthcare and other related industries.

Prior to that, Ms. Cissell-Roell was an Analyst in the M&A department of Schroders PLC in New York City.

Ms. Cissell-Roell received her B.A., Magna Cum Laude, in Economics and German from Colgate University, where she was elected to Phi Beta Kappa.

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Chris Clair, Managing Editor, HedgeWorld
AIMS West 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 West 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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Ryan Clark, Managing Director, Genstar Capital
Buyouts West Speaker

Bio to come..

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Timothy Clark, Partner, Sidely Austin
Buyouts West Speaker

Bio to come..

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John Coehlo, Principal, StepStone Group
Venture Alpha West Speaker

Bio to come..

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Jean-Pierre Conte, Chairman & Managing Director , Genstar Capital
Buyouts West Speaker

Jean-Pierre L. Conte is the Chairman and Managing Director of Genstar Capital LLC, responsible for acquisitions, divestitures and oversight of portfolio companies in a number of industries including life sciences and industrial technologies. He joined Genstar Capital in 1995.

Prior to leading Genstar Capital, Mr. Conte was a principal at The NTC Group, Inc., a private-equity firm focused on industrial technology companies. He began his career at Chase Manhattan Bank in 1985.

Mr. Conte earned an MBA from Harvard University Graduate School of Business and a BA from Colgate University. He is a member of the Board of Directors of Confie Seguros, eResearch Technology, MW Industries, PRA International, and TravelClick.

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Ricardo Cortez, Co-CEO & Senior Portfolio Management Specialist, Broadmark Asset Management
HedgeWorld West Speaker

Mr. Cortez joined Broadmark in September 2009 as President, Global Distribution and was named Co-CEO in June 2013. He has over 25 years of experience in the investment management industry. Most recently, Mr. Cortez spent 8 years as President of the Private Client Group for Torrey Associates, LLC, based in New York City. Prior to that, he was Vice President at Goldman Sachs and Product Manager for Goldman's external money manager program, Global Multi-Manager Strategies. Before joining Goldman, Mr. Cortez spent 11 years at Prudential Investments as a Senior Vice President overseeing product development, communications, and sales for the Investment Management Services Division. Mr. Cortez graduated cum laude from Queens College of the City University of New York with a B.A. and has been a guest lecturer on Investment Policy and Hedge Funds at the Wharton School, University of Pennsylvania, and at Harvard University. He was awarded the Certified Investment Management Analyst (CIMA) designation in 1993 and is the author of numerous published articles on hedge funds.

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Jonathan Coslet, Senior Partner & Chief Investment Officer, TPG Capital
PartnerConnect West Speaker

Jonathan Coslet is a Senior Partner and the Chief Investment Officer of TPG Capital, L.P. He is Chairman of the firm’s Investment Committee, Chairman of the Private Equity Management Committee, and Member of the Holdings Management Committee. Prior to joining TPG, Mr. Coslet worked at Donaldson, Lufkin & Jenrette, specializing in leveraged acquisitions from 1991 to 1993. From 1987 to 1989, Mr. Coslet worked at Drexel Burnham Lambert. Mr. Coslet received his MBA from Harvard Graduate School of Business Administration in 1991, where he was a Baker Scholar and a Loeb Fellow. Mr. Coslet received his B.S.E. in Economics (Finance) from the University of Pennsylvania Wharton School, where he was Valedictorian, summa cum laude, a Gordon Fellow and a Steur Fellow. Mr. Coslet has served on the Boards of Directors of Burger King, Neiman Marcus, Petco Animal Supplies, J.Crew, Biomet, Quintiles Transnational, Iasis Healthcare, Fidelity National Information Services, Endurance Specialty, Oxford Health Plans, PPOM, Vivra, and several others. Mr. Coslet also serves on the Board of Directors of Lucille Packard Children’s Hospital at Stanford and the Advisory Council of the Hamilton Project.

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Saverio Costa, Managing Director, Hancock Capital Management
AIMS West Speaker

Saverio Costa is a Managing Director at Hancock Capital Management, where he is responsible for business development, transaction and capital sourcing, co-investment syndication, and client relations. Hancock Capital is focused on middle market mezzanine, private equity, private equity fund, and secondary fund investments.

Prior to joining Hancock Capital, Mr. Costa spent 16 years in the private equity industry, including ten years helping a variety of sponsors form private equity funds as a partner with Benedetto, Gartland, and Company. Previously, he was a Principal at Pantheon Ventures, where he helped establish a New York based business development presence. Mr. Costa received a bachelor’s degree in Accounting from Fairfield University and a J.D. from New York University School of Law.

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Matt Costello, Director, Hedge Fund Capital Group, Deutsche Bank
HedgeWorld West Speaker

Matt joined Deutsche Bank in 2011 and covers Institutional Investors in the Western United States for the Capital Introductions team based out of the San Francisco office. Matt serves as a resource to Pensions, E&Fs, Family Offices, Hedge FoFs and Wealth Management Platforms seeking alternative investment solutions. Additionally he is a liaison to existing and prospective Hedge Fund Clients utilizing Deutsche Bank Prime Brokerage/Financing services. Prior to joining Deutsche Bank, Matt worked for 15 years at Callan Associates, an Institutional Investment Consulting Firm. Matt was a Vice President in the Hedge Fund Research Group with broader responsibilities including strategic asset allocation, manager structure projects and education for Callan's institutional investor base on all Alternative Assets to include Hedge Funds, Real Estate, Private Equity and Timberland Investment. Prior to 1997 he worked for Wells Fargo Bank as a relationship manager in middle-market commercial lending & troubled-debt restructuring of small corporate entities. Matt received his BS in Business Administration-Accounting from San Diego State University. He has earned the right to use the Chartered Financial Analyst Designation.

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David Cowan, Partner, Bessemer Venture Partners
Venture Alpha West Speaker

David Cowan, a partner in Bessemer's Menlo Park, Calif. office, joined the firm in 1992. He has invested mostly in cyber-security, network technology, infrastructure SaaS and consumer Internet. His current portfolio includes CrowdFlower, Getinsured, LifeLock (IPO), LinkedIn (IPO), Nominum, Reputation.com, Skybox Imaging, Smule and Zoosk.

More than 20 of David's startup investments have gone on to IPO. His historical portfolio includes: network- technology companies Ciena (IPO) and P-Com (IPO); Internet-infrastructure services such as PSI-Net (IPO), Keynote (IPO), Flycast (IPO) and Netli (acquired by Akamai); and consumer Web sites Hotjobs (IPO), Blue Nile (IPO) and Playdom (acquired by Disney). In 1995 David co-founded VeriSign as a Bessemer-funded spinout of RSA and served as VeriSign's initial chairman; his other cyber-security exits have included Counterpane (acquired by BT), Cyota (acquired by RSA), ON (IPO), Postini (acquired by Google), Tripwire (acquired by Thoma Bravo), Tumbleweed (IPO), Valicert (IPO) and Worldtalk (IPO).

David received both his A.B. in math and computer science and his MBA degrees from Harvard University. The first Forbes Midas List ranked David among the world's top 10 venture investors and he has been featured on every Midas List since then.

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John Crocker, Managing Director, Auximos Group
Buyouts West Speaker

Auximos is an independent investment management firm providing bespoke alternative investment advisory and investment management services to institutional and high net worth investors. The firm offers discretionary and non-discretionary services as well as providing portfolio analysis and management. In 2012 the firm was formed by a team of highly experienced senior alternative investment professionals formerly associated with Deutsche Bank Private Equity. Auximos is affiliated with Cambridge Strategies LLC.

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Catherine Crockett, Managing Partner, Co-Founder, Grove Street Advisors
AIMS West Speaker

Catherine Crockett is a co-Founder & Managing Partner of Grove Street Advisors, a private equity investment firm exclusively focused on customized separate accounts. Grove Street currently manages $5.1 billion for its 11 clients with a particular focus on accessing the most promising lower middle-market buyout, growth equity and venture capital funds. Catherine is involved in all aspects of managing the firm and is responsible for a wide range of relationships with fund managers globally.

Prior to founding Grove Street Advisors in 1998, Catherine built a successful 14-year career in the design and implementation of private equity investment programs where there was both a financial and business development objective. In total, she led the formation of private equity investment programs with nearly US$400 million under management for major corporate and state pension fund investors.

Catherine received her undergraduate degree in government and business administration from the University of Notre Dame and an MPA from Harvard's Kennedy School.

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John Daly, Chair, Investment Committee, Culinary Institute of America
HedgeWorld West 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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Robert Davis, Chief Investment Officer, Round Table Services
AIMS West Speaker

Robert Davis is a firm Partner and the Chief Investment Officer of Round Table Services, LLC. Mr. Davis is chairman of the firm’s investment committee and directs Round Table’s investment policy and strategy. He is responsible for leading manager due diligence, recommending and redeeming investment managers, tactical portfolio allocation rebalancing and maintaining best practices in risk management techniques. Mr. Davis holds a Chartered Financial Analyst designation and has a BA and MBA from Southern Methodist University. Round Table Services, LLC is an independent, fee-­‐only registered investment advisory firm with offices located in New Jersey, Connecticut and New York. Our mission is to preserve capital and enhance wealth by providing comprehensive and integrated investment and financial advisory services

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Nancy Davis, Founding Partner, Quadratic Capital
HedgeWorld West Speaker

Nancy Davis served as the cross asset class strategist and head of derivatives at AllianceBernstein. Prior to joining AB, Ms. Davis was a Portfolio Manager at Highbridge, JP Morgan's hedge fund. At Highbridge, Ms. Davis managed $500mm of capital in her derivatives-only portfolio. Before Highbridge, she spent a decade at Goldman Sachs where she was the Head of OTC, Derivatives and Credit Trading for the proprietary trading group from 2003 to 2008. During her time at Goldman, Ms. Davis managed one of the largest buy-side volatility portfolios in the world. Ms. Davis holds a B.A. magna cum laude in Economics from George Washington University where she was a recipient of the Presidential Scholarship. She is a guest lecturer at Columbia Business School.

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Martin Day, Partner, Caledon Capital
Buyouts West Speaker
AIMS West 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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Dipanjan Deb, Managing Partner, Francisco Partners
Buyouts West Speaker

Dipanjan “DJ” Deb is a co-founder and the Managing Partner of Francisco Partners.

Prior to founding Francisco Partners in 1999, Dipanjan was a Principal with Texas Pacific Group. Earlier in his career, he was Director of Semiconductor Banking at Robertson, Stephens & Company and a management consultant at McKinsey & Company.

DJ currently serves on the board of Ichor Systems. He formerly served on the board of directors of AMI Semiconductor (AMIS), Barracuda Networks, CBA Group, Cross Match Technologies, Legerity, MagnaChip, Metrologic, NPTest/Credence (CMOS), Numonyx, SMART Modular Technologies (SMOD), Ultra Clean Technology (UCTT), Conexant (CNXT), Globespan (GSPN), and ON Semiconductor (ONNN). Dipanjan received his M.B.A. from Stanford Graduate School of Business and a B.S. in Electrical Engineering and Computer Science from the University of California, Berkeley, Regents Scholar.

Dipanjan is on the board of the UCSF Foundation and the U.C. Berkeley Engineering School and is a member of YPO. He was formerly on the board of the Stanford Business School Management Board.

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Joyce Demonteverde, Vice President, Castle Harlan, Inc.
Buyouts West Speaker

Joyce M. Demonteverde is a Vice President of Castle Harlan. Prior to joining Castle Harlan, Ms. Demonteverde was an investment professional at J.H. Whitney & Co., where she focused on investments across a number of industries including consumer, specialty manufacturing, healthcare and business services. Previously, she worked in the Healthcare Investment Banking Group of Goldman, Sachs & Co., where she focused on merger advisory and debt and equity financing transactions for global healthcare clients. Ms. Demonteverde was a former board member of Baker & Taylor. She graduated Cum Laude from Harvard University with a B.A. in Economics, and earned her M.B.A. from the Harvard Business School with first year honors. She currently serves on the Associates Committee of the Harvard College Fund.

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Jim Dilworth, Managing Partner, Simple Alternatives
HedgeWorld West Speaker

Jim Dilworth is a wealth manager, entrepreneur and the founder of Simple Alternatives, LLC based in Ridgefield CT. Simple Alternatives is an alternative investment manager serving institutional investors, advisors and their clients. Simple Alternatives is the manager of the S1 Fund, a long/short equity-focused multi-manager FoHF delivered in a mutual fund format. The S1 Fund was developed specifically to reduce portfolio volatility and provide lower-risk equity exposure.

Mr. Dilworth has spent the majority of his career in the hedge fund industry working with wealth in the United States and Europe. He has helped families from around the world invest in hedge funds and has been closely associated with a number of leading institutional hedge fund of funds groups working most recently with Common Sense Investment Management based in Portland, OR.

Previous to founding Dilworth Capital, Mr. Dilworth co-founded and served as the CEO and Managing Director of Middlebury Capital Partners International (UK), Ltd. ("MCP"), a hedge fund and venture capital manager based in London, England. Prior to that, Jim worked with Clark Winter at Winter Capital International a FoHF group which was later acquired by Citigroup.

Mr. Dilworth started his career in Chicago with First Options Corporation/First National Bank of Chicago in interest rate derivatives (Chicago Mercantile Exchange) before moving to Reuters Group, where he spent over eight years in various sales and marketing roles in both London and the United States.

Mr. Dilworth received his MBA from the J.L. Kellogg Graduate School of Management at Northwestern University and graduated from Southern Illinois University, Carbondale, Illinois. He also attended the Otto Beisheim Graduate School of Management, WHU-Koblenz in Vallendar Germany, focusing on international business management.

Mr. Dilworth and his wife Margo have been married for over 20 years and have 7 children.

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Kirk Dizon, Co-Founder & Managing Director, Institutional Global Investors
HedgeWorld West Speaker

Kirk Dizon is Co-Founder and a Managing Director of Institutional Global Investors LLC ("IGI"), a multi-asset class investment platform dedicated to investing with the best managers in China and Emerging Asia. At IGI, Mr. Dizon leads many of the firm's activities, including investments, operations and finance. Prior to IGI, he was a Managing Director at Hall Capital Partners LLC ("Hall Capital") where he spearheaded many of the firm's investment activities in Asia across asset classes and served as Co-Head of the firm's Private Equity/Venture Capital group. Mr. Dizon also had co-management responsibilities over the operations of the firm's Pooled Vehicles program, and served as the firm's General Counsel and Chief Compliance Officer. Mr. Dizon currently serves on the Executive Boards of Asia Infinity Partners, Cendana Capital, ChrysCapital Investment Advisors and Waypoint Capital, as well as the City of San Francisco's Ad Hoc Technology Advisory Council. He formerly served on the Limited Partner Advisory Boards of Asia Environmental Partners, Freestyle Capital, Friedman Fleischer & Lowe, Gemini Israel, Khosla Ventures, Longreach Capital, New Horizon Capital and Qiming Venture Partners. Prior to joining Hall Capital, Mr. Dizon practiced law at Cooley Godward LLP, where he was a Partner in the Fund Formation Group and served as counsel to numerous alternative investment firms (including in private equity, venture capital, hedge funds and funds-of funds) and institutional limited partners (including sovereign wealth funds, pensions, private foundations and multi-family offices). Importantly, he served as counsel for many of the early vanguard private equity and venture capital firms in China and India during the mid-1990's to mid-2000's when the alternative investment industry in those countries was at its nascent stages and the entrants were first-movers. Mr. Dizon earned a B.A. in Economics from Pepperdine University, a J.D. from Loyola Law School, and an LL.M. in Taxation from Georgetown University Law Center.

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Lisa Donn Sergi, Principal, Rothstein Kass
Buyouts West Speaker

Ms.Sergi is a principal located in Rothstein Kass’ Beverly Hills office. Sheserves as leader of the firm’s international tax practice on the West Coast. Ms.Sergi brings more than two decades of tax and legal experience advising funds, closely held businesses, entertainment companies, entertainers, and high-net-worth individuals on domestic and international matters across a broad range of transactions.

Prior to joining Rothstein Kass, Ms.Sergi served as tax director for WTAS LLC, providing domestic and international tax advice, including guidance on structuring and implementing mergers and acquisitions, divestitures and spin-offs, general partnership transactions, private equity fund formation and investment, joint ventures and real estate transactions. Ms.Sergi also served as a senior tax associate and a business tax associate for two top-tier law firms, Proskauer Rose, LLP, and O’Melveny & Myers,LLP, respectively, where she specialized in domestic and international tax planning.

Prior to attending law school,Ms.Sergi was a tax manager in Arthur Andersen’s private client services practice, representing high-net-worth individuals and their closely held business entities.Lisa graduated from Oberlin College with a Bachelor of Arts in economics, and earned her Juris Doctor from UCLA Law School. She is a member of the California State Bar Association, sits on the board of the American Friends of Hebrew University, and is a national board trustee of the Hugh O’Brian Youth Leadership Foundation.

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Chris Douvos, Managing Director, Venture Investment Associates
Venture Alpha West Speaker

Mr Chris Douvos joined VIA in 2011 as a Managing Director. Mr. Douvos is a member of the Firm’s Investment Committee and has responsibility across all facets of the firm, including 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.

Mr. Douvos previously spent seven years co-heading the private equity program at The Investment Fund For Foundations (TIFF). In this role, he was responsible for over $1 billion in new capital commitments and stewarded a program that was ranked in the top 5% of its peers. Mr. Douvos represented TIFF on over a dozen VC and LBO partnership advisory boards.

Prior to joining TIFF, Mr. Douvos worked on Princeton University's endowment team, where his duties included selection and evaluation of external managers, risk analysis, and asset allocation modeling. Previously, he was a strategy consultant at Monitor Company working with clients in the financial services, healthcare, and telecom sectors and as an analyst for Monitor’s principal investing activities.

Mr. Douvos authors an acclaimed blog, www.SuperLP.com, that explores topics in investing and human nature. He has been profiled in Venture Capital Journal and Private Equity Analyst and regularly speaks at industry conferences and business schools. Mr. Douvos earned his BA with Distinction in history from Yale College in 1994 and an MBA from Yale School of Management in 2001. He was awarded the CFA Charter in 2004. He currently serves on the Board of the Palo Alto Community Fund and sits on the investment committee of the Castilleja School.

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Maureen Downey, Principal, Pantheon
Buyouts West Speaker
AIMS West Speaker

Maureen focuses on sourcing, analyzing and closing secondary investment opportunities and manager selection for Emerging Markets on a primary basis as well as participates in fund monitoring, firm marketing and client reporting. Prior to joining Pantheon, Maureen was a Vice President in Investment Banking at Goldman Sachs, & Co. Maureen's execution experience includes a variety of cross-border and domestic M&A and leveraged buy-out transactions, debt restructuring assignments as well as a broad spectrum of capital market financings from equity to high yield across multiple industries. Before joining Goldman Sachs in 1998, Maureen worked for Merrill Lynch in New York in their Fixed Income Division for three years. Maureen graduated Summa Cum Laude with a BA in Philosophy, Politics and Economics from Claremont McKenna College and holds a MBA from Wharton's Graduate School of Business. Maureen is based in San Francisco.

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Timothy C. Draper, Founder & Managing Director , Draper Fisher Jurvetson
PartnerConnect West Speaker

Timothy C. Draper is the Founder and a Managing Director of Draper Fisher Jurvetson. His original suggestion to use "viral marketing" in web-based e-mail to geometrically spread an Internet product to its market was instrumental to the successes of Hotmail and YahooMail, and has been adopted as a standard marketing technique by hundreds of businesses. On behalf of Draper Fisher Jurvetson, Mr. Draper currently serves on the boards of DoAt, Glam, and Miartech. DFJ's previous successes include: Skype (EBAY), Overture.com (YHOO), Baidu (BIDU), Parametric Technology (PMTC), Hotmail (MSFT), PLX Technologies (PLXT), Preview Travel (TVLY), Digidesign (AVID), and hundreds of others.

Mr. Draper launched the DFJ Global Network, an international network of early-stage venture capital funds with offices in over 30 cities around the globe. He founded or co-founded DFJ ePlanet (global), Draper Fisher Jurvetson Gotham (NYC), Zone Ventures (LA), Epic Ventures (Salt Lake City), Draper Atlantic (Reston), Draper Triangle (Pittsburg), Timberline Ventures (Portland), Polaris Fund (Anchorage), DFJ Frontier (Sacramento and Santa Barbara), DFJ Vina Capital (Vietnam), and DFJ DragonFund (Shanghai).

As an advocate for entrepreneurs and free markets, Mr. Draper is regularly featured as a keynote speaker in entrepreneurial conferences throughout the world, has been recognized as a leader in his field through numerous awards and honors, and has frequent TV, radio, and headline appearances. He was #52 on the list of the 100 most influential Harvard Alumni, and #7 on the Forbes Midas List. He was named Always-On #1 top venture capital deal maker for 2008. He was awarded the Commonwealth Club's Distinguished Citizen Award for achievements in green and sustainable energy. His blog is featured at www.theriskmaster.com.

Mr. Draper recently founded Draper University of Heroes, an immersive boarding school in San Mateo, California for students 18-26 years old, dedicated to encouraging proactive entrepreneurship. Mr. Draper is the course creator and Chairman of BizWorld, a 501c3 organization built around simulated teaching of entrepreneurship and business to children. He also serves on the Harvard Business School Board of Dean's Advisors.

Previously, Mr. Draper served on the California State Board of Education. In November of 2000, Mr. Draper launched a statewide cyber-initiative on school choice for the California General Election. He was a member of Singapore's International Economic Council and Ukraine's Orange Circle. He was on the Board of U.C. Berkeley's Haas School of Business. He has a BS in Electrical Engineering from Stanford University, and an MBA from Harvard Business School.

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Adam Draper, Founder , Boost
Venture Alpha West Speaker

Boost was founded by Mr.Draper,a fourth generation venture investor who loves mentoring startups. Mr.Draper has invested in companies such as Path,Coinbase and MinoMonsters,and sits on the boards of four companies. Mr.Draper has two goals in life:one is to help every entrepreneur find their mission in life and the other is to build an Iron Man suit.

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Jamie Ebersole, Senior Investment Director, SL Capital Partners
Buyouts West 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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Judith Elsea, Managing Director, Weathergage Capital
Venture Alpha West Speaker

Judith Elsea is a co-founder and Managing Director of Weathergage Capital, a venture capital and growth equity fund of funds based in Palo Alto, California.

Earlier in her career, Judith was Chief Investment Officer of the Ewing Marion Kauffman Foundation. As CIO, she directed a $2 billion globally diversified investment portfolio. She was instrumental in the creation and implementation of the Kauffman Fellows Program, an apprenticeship program designed to train the next generation of venture capitalists in the United States. She is currently an advisor to the Muriel McBrien Kauffman Foundation.

Ms. Elsea graduated magna cum laude with a B.S. in business and international management from the University of Texas and earned an M.B.A., with honors, from the University of Chicago. She is a Chartered Financial Analyst.

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Craig Everett, PhD , Director, Pepperdine Private Capital Markets Project, Pepperdine University
Buyouts West Speaker

Dr.Everett is an assistant professor of finance at Pepperdine University's Graziadio School of Business and Management and director of the Pepperdine Private Capital Markets Project.His teaching and research interests include entrepreneurial finance,private capital markets, business valuation and behavioral corporate finance.

Dr.Everett has over twenty years of industry experience in management consulting (Accenture)and the aerospace & defense industry (Northrop Grumman.He has also been involved with multiple startup ventures.Dr.Everett has been actively engaged in children's financial literacy initiatives over the years,being both a classroom(K-12)financial literacy volunteer for Junior Achievement and a member of the curriculum advisory board for the National Financial Educators Council.

He holds a PhD in finance from Purdue University,an MBA from George Mason University,and a BA in quantitative economics from Tufts University.Dr.Everett is the author of the best-selling children's fantasy novel,Toby Gold and the Secret Fortune,which incorporates such financial literacy topics as saving, investing,banking,entrepreneurship,interest rates,return on investment,and net worth.

He is member of the Beta Gamma Sigma Honor Society,Financial Executives International,and the Los Angeles World Affairs Council.Dr.Everett is a certified mergers & acquisitions advisor(CM&AA),and a registered investment advisor (RIA) with the state of California.Dr.Everett has been quoted in national financial media outlets such as The Wall Street Journal and CNBC.

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Chris Eyre, Managing Director, Legacy Venture
Venture Alpha West Speaker

As a venture capital pioneer in Silicon Valley more than 30 years ago, Chris Eyre learned early on that venture capital can be a powerful engine of innovation and prosperity. First at Bank of America and then as a founding partner of Merrill Pickard Anderson & Eyre, Chris helped build the modern tech industry, company by company.

Later, as his children went off to college, Chris yearned to leverage his professional experience in a more meaningful way. He soon reconnected with his colleagues Jim Anderson and Russ Hall, who described how they were tapping the power of venture capital to make a real difference in the world. Chris knew he had found his next home, and he joined the team at Legacy Venture in 2001.

In 2008, after helping guide Legacy through its next three funds, Chris was approached by his church to accept a three-year assignment leading its Toronto mission. After launching Legacy’s fifth fund and adding a strong third partner in Alan Marty, Chris began his service in Canada — continuing to actively participate in Legacy’s weekly partners meetings. In July 2011, he returned as a full-time managing director of Legacy.

Chris was a pioneer in the inaugural class of The Philanthropic Workshop West and is a senior fellow of the American Leadership Forum (ALF). He has served on the boards and advised several non-profit organizations including ALF, Benetech and the Global Philanthropy Forum. Chris earned an MBA from Harvard Business School and a BS from Utah State University.

He and his wife, Hedy, continue to find their greatest joy in family with five children and 15 grandchildren.

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Leigh Faber, Family Office Specialist, Leigh Faber Consulting
HedgeWorld West Speaker

Leigh Faber has over 20 years of comprehensive financial experience – including 8 years in banking and 10 years in investments in a career that includes service with family offices, asset management firms, securities firms and retail banking. Her unique background includes expertise in alternative investments, structured products, real estate lending/servicing, and traditional investments. Leigh has performed due diligence on in excess of 600 hedge funds, private equity funds, venture capital funds, and private placements; initiated and developed hundreds of investor relationships; outlined and implemented portfolio objectives; and managed risk. Leigh's previous roles include Investment Manager (Family Office), Vice President of Default Loan Servicing, Director of Investor Relations (Hedge Fund/Private Equity Firm), Project Consultant to the FDIC and Vice President, Prime Brokerage Services. Leigh is also an original co-founder of the Northwest Hedge Fund Society; a member/volunteer of Hedge Funds Care; a member of 100 Women In Hedge Funds and past director of REOMAC (Real Estate Owned Managers).

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Marc Fagel, Partner, Gibson Dunn
HedgeWorld West Speaker

Marc Fagel is a partner in Gibson, Dunn & Crutcher’s San Francisco office and a member of the Firm’s Securities Enforcement and White Collar Defense Practice Groups. Mr. Fagel’s practice focuses on the representation of public companies and their officers and directors, as well as financial institutions, investment advisers, hedge funds, private equity firms, broker-dealers, accounting firms and others in investigations conducted by the Securities and Exchange Commission, Department of Justice, States Attorneys General, FINRA, and other regulatory bodies. Mr. Fagel also conducts internal investigations and represents clients in related civil actions. Prior to joining Gibson Dunn, Mr. Fagel spent over 15 years with the SEC’s San Francisco Regional Office, most recently serving as Regional Director from 2008 to 2013. In his role as Regional Director, he was responsible for administering the SEC’s enforcement and examination programs for Northern California, Washington, Oregon, Alaska, Montana and Idaho, managing a staff of more than 100 lawyers, accountants, and other professionals. Mr. Fagel received his undergraduate degree from Princeton University and graduated in 1991 with Honors from the University of Chicago Law School, Order of the Coif.

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David Fann, President & CEO, TorreyCove
Buyouts West Speaker

David I. Fann manages the day-to-day business activities of TorreyCove Capital Partners, is a member of TorreyCove’s Board of Directors, and Executive and Investment Committees. With 26 years of experience in the private equity industry, Mr. Fann has invested in over 25 leveraged buyout, private equity, and venture capital investments as a lead investor or co-investor, of which ten became publicly traded through successful initial public offerings and a number were acquired by Fortune 500 companies. In addition, he has managed organizations that invested over $15 billion in private equity, distressed debt and venture capital funds, and direct and co-investments. Prior to founding TorreyCove, Mr. Fann was the President and CEO of PCG Asset Management, LLC. Before that he was the Founder and General Partner of Inflection Equity Partners, a buyout firm focused on technology companies. He was a Managing Director at the United States Trust Company (U.S. Trust of New York), and Founder and Co-Head of their Private Equity Division. He was also the President and Co-CEO of three affiliated business development companies. Mr. Fann served on U.S. Trust’s Strategy Review, Special Fiduciary, and Portfolio Policy Committees, which directed firm-wide investment strategy, policy and asset allocation. Earlier in his career, Mr. Fann was a Vice President of Citicorp Venture Capital Ltd. (and various affiliated entities including Citibank/Citicorp NA, Court Square Capital Ltd., and Citibank/Citicorp Investments Inc.). Mr. Fann has served on the board of directors of eleven companies, as a board observer for seven, as Chairman of the Board of Directors for two companies, and currently serves on the board of directors for the Robert H. Toigo Foundation. He holds dual Bachelor’s degrees in Industrial Engineering and Economics from Stanford University.

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José Feliciano, Partner , Clearlake Capital Partners
Buyouts West Speaker

Mr. Feliciano co-founded Clearlake in 2006. In addition to his investing responsibilities, Mr. Feliciano is responsible for the day to day management of the Firm. Prior to co-founding Clearlake, he was a Partner and member of the investment committee at Tennenbaum Capital Partners, a private investment firm focused on distressed and other special situations investments. Before joining Tennenbaum, he served as Chief Financial Officer of govWorks, Inc., a payments and other services provider to the public sector, where he managed the finance, corporate development and human resource functions. Prior to govWorks, Inc., Mr. Feliciano worked in investment banking in the Mergers & Acquisitions and Corporate Finance Groups at Goldman, Sachs & Co, where he also was a private equity investor in the Latin America Enterprise Fund. Mr. Feliciano currently serves as a representative to the board of IronGate Energy Services, Jacuzzi Brands Corporation, Mycom Group Limited, Platinum Energy Solutions, Inc., Purple Communications, Inc., Smart Sand, Inc. and World Gourmet Marketing LLC and has previously served on the board of directors, bank instructing groups and bondholder committees (formal and ad hoc) for a number of companies, including Ahern Rentals, Inc., Foster Wheeler AG, La Paloma Generating Company, MACH Gen, Northwestern Corporation, Phoenix Color Corporation, Pliant Corporation, Radnor Holdings/Wincup, Inc., Rural/Metro Corporation and Triax Pharmaceuticals, LLC. Mr. Feliciano also served as a Commissioner of the Industrial Development Authority of the City of Los Angeles. Mr. Feliciano graduated with High Honors from Princeton University, where he received a B.S. in Mechanical & Aerospace Engineering. He received his M.B.A. from the Graduate School of Business at Stanford University.

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Michael Felman, President, MSF Capital Advisors
AIMS West Speaker

Michael Felman is President and CEO of MSF Capital Advisors, a global multi-family office/merchant bank. His firm represents family offices and a select group of high net worth individuals. With a combined 40 years of financial and legal experience, MSF Capital Advisors has the knowledge and expertise to help families deal with issues such as wealth preservation, asset allocation, tax planning, business succession etc. Mr. Felman received his B.A from Clark University and J.D. from Pace University. Winner of Acquisition International/Preqin 2013 Global Multi-Family Office award. He is a frequent speaker at family office, hedge fund and emerging markets events.

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Brett Fisher, Managing Director, Fisher Lynch Capital
Buyouts West Speaker

Mr. Fisher is a Managing Director in Fisher Lynch Capital’s San Mateo office and he focuses primarily on buyout co-investments and fund investments.

Prior to founding Fisher Lynch, Mr. Fisher was a Senior Vice President of GIC Special Investments, the private equity arm of the Government of Singapore Investment Corporation. Mr. Fisher led the group’s investments in U.S. private equity funds and co-investments.

Before joining GIC, Mr. Fisher was a Director of Corporate Development for AirTouch Communications, one of the world’s largest wireless telecommunications companies, and was a Vice President with Genstar Investment Corporation, a leveraged buyout firm. Mr. Fisher began his career with Marakon Associates, a management consulting firm.

Mr. Fisher earned his M.B.A. at the Stanford Graduate School of Business and his B.A. in Economics and Mathematics at Yale University.

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Robert Fitzsimmons, Managing Partner, High Road Capital Partners
Buyouts West Speaker

Bio to come..

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Michael Fitzsimmons, Manager, Capital Introduction, Jefferies & Co.
HedgeWorld West Speaker

Bio to come..

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Bobby Franklin, President & CEO, NVCA
Venture Alpha West Speaker

In September 2013, Bobby Franklin assumed the position of President and CEO of the National Venture Capital Association (NVCA). In his role, Mr. Franklin leads and oversees the strategic direction of the 400-plus member association on behalf of U.S. venture capitalists and the startup ecosystem.

Prior to leading NVCA, Mr. Franklin spent ten years at CTIA – The Wireless Association®, a large Washington, DC-based trade association representing the entire wireless industry. While there, Mr. Franklin served as the Executive Vice President and second-in-command to the CEO, The Honorable Steve Largent, and was responsible for helping manage the organization’s $58 M budget and 90 employees. Previously, Mr. Franklin had served as CTIA’s Vice President of Government Affairs where he led federal and state advocacy initiatives. Under Mr. Franklin's leadership, his team successfully lobbied for legislation that reclaimed highly valuable radio spectrum which was auctioned off to wireless carriers to meet increased demand.

Before joining CTIA, Mr. Franklin served as Vice President, Federal Government Affairs and head of ALLTEL’s Washington, D.C. office. In that capacity he was responsible for the company’s legislative and regulatory advocacy in Washington. Mr. Franklin originally joined ALLTEL in 1998 as Vice President of Federal Legislative Affairs. Prior to serving at ALLTEL, Mr. Franklin spent a year and a half as a consultant representing the nation’s land-grant colleges and universities.

Mr. Franklin began his professional career with nearly eight years’ experience on Capitol Hill working on various issues in the office of Senator David Pryor (D-AR) and on various Senate Committees including Agriculture, Finance, and Governmental Affairs.

Mr. Franklin earned his B.S.B.A. in Finance and Banking from the University of Arkansas. He and his wife, Julia, have three children and reside in Arlington, VA.

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Nat Fraser, Analyst, Strategic Investment Group
Buyouts West Speaker

Mr. Fraser is responsible for client service at Strategic and contributes to the firm’s activities in real estate and private equity. Prior to joining Strategic, Mr. Fraser was a Client Service Associate at IXI Corporation, a financial services marketing firm based in McLean, VA, where he supported market analysis at several major national banks. He holds a B.A. in Economics from the University of Virginia. Mr. Fraser is a member of the CFA Institute and the CFA Society of Washington, D.C. He has completed the Series 3 and 65 securities examinations.

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Tully Friedman, Chairman & CEO, FFL
Buyouts West Speaker

Tully Friedman has over thirty five years of experience in finance and twenty-five years as a private equity investor. Prior to forming FFL, Mr. Friedman co-founded and served as one of two managing general partners of Hellman & Friedman. From 1984 through early 1997, Hellman & Friedman established private equity partnerships representing more than $2.5 billion and made substantial investments in 40 companies, including Levi Strauss, Mattel, Young & Rubicam, and Franklin Resources. Previously, Mr. Friedman was a Managing Director of Salomon Brothers Inc, where he founded the firm's West Coast Corporate Finance Department and served on the firm's national Corporate Finance Administrative Committee. Mr. Friedman is currently on the Board of Directors of The Clorox Company, NCDR LLC, and Church’s Holding Corporation. Mr. Friedman previously served as a Director of several public corporations including CapitalSource, Levi Strauss, Mattel Inc, and McKesson Corp.

Mr. Friedman is Chairman of the American Enterprise Institute, and Vice Chairman of the Telluride Foundation. Formerly, he was President of the San Francisco Opera Association and Chairman of Mount Zion Hospital and Medical Center. Mr. Friedman graduated with an A.B., with great distinction, from Stanford University and received a J.D. from Harvard Law School.

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Chris Frigon, Private Equity Director, The Family Office
AIMS West Speaker

Chris Frigon is Private Equity Director for The Family Office, a multi-family office serving high-net worth families and individuals in the GCC region. Within the private equity asset class, TFO invests as a direct investor and co-investor in middle market private equity transactions globally and has completed 43 investments since 2006. Prior to joining the firm, Mr. Frigon was responsible for sourcing, evaluating and executing private equity co-investments with SCIP Capital Management, LCC. Mr. Frigon has over 20 years of prior private equity investing experience with Morgan Stanley Capital Partners, Investcorp, McCown DeLeeuw and LNK Partners. Mr. Frigon holds an MBA from Harvard Business School and holds a BA in Economics and Computer Applications from the University of Notre Dame.

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Danielle Fugazy, Contributing Editor, Thomson Reuters
Buyouts West Speaker
AIMS West Speaker

Danielle Fugazy has been a journalist covering private equity, venture capital and investment banking for more than a decade. For the past seven years, Danielle has been a contributing editor to many private equity and venture capital publications including Buyouts, Venture Capital Journal, M&A, Investors Dealers Digest, Portfolio, Dealmaker and others. Prior to that, she was the editor of Buyouts.

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Venky Ganesan, Managing Director, Menlo Ventures
Venture Alpha West Speaker

Venky is a Managing Director at Menlo Ventures where he focuses on investments in the consumer and enterprise sectors. He currently serves on the board of BitSight. Prior to joining Menlo, he was a Managing Director at Globespan Capital Partners where he was part of the investment team since the firm’s inception. At Globespan, Venky led numerous successful investments including Palo Alto Networks (“PANW), Amobee (Acquired by SingTel for $321 Million), Exeros (Acquired by IBM), Jajah (Acquired by Telefonica for $207 Million), Sendia (Acquired by Salesforce.com) and Trigo (Acquired by IBM). In addition, he also led investments or served on the boards of the following private companies: Bityota, Gild, Kaminario, Marketlive, Nominum, oDesk, Redfin, Rev, SMSGupshup, and Strongmail. Most recently, Venky was recognized on the 2013 Forbes Midas List. Prior to Globespan, Venky was one of the founders of Trigo Technologies and played a critical part in building Trigo into the market leader in the product information management space. IBM acquired the company resulting in a substantial return for all investors. Venky also previously worked at McKinsey & Co., in the firm’s Los Angeles and Johannesberg offices and at Microsoft where he started his career as a Program Manager. Venky holds a B.A. in Economics-Math from Reed College and a B.S. in Engineering and Applied Science with honors from the California Institute of Technology. Venky believes strongly in giving back to the community and is a board member of the National Venture Capital Association (NVCA), the Co-President of The India Community Center, and a Trustee and Treasurer of Keys School.

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Steve Gelsi, Senior Editor, Buyouts
Buyouts West Speaker
AIMS West Speaker

Steve Gelsi (pronounced “Jelsi”) covers deals, fundraising and trends in U.S. private equity as senior editor at Buyouts and a contributor to peHub and Reuters TV. Mr. Gelsi's recent Buyouts cover stories focused on the rising popularity of sponsored initial public offerings and a shift toward buttoned-down annual meetings for buyout funds. Mr. Gelsi joined Buyouts in March 2013 after 15 years as a journalist and video correspondent for Dow Jones MarketWatch where he worked a variety of beats, from energy and IPOs to media and technology. Mr. Gelsi was one of MarketWatch’s first bloggers with coverage of Occupy Wall Street and later as a contributor to the site’s blog, The Tell. Mr. Gelsi authored the 2002 book, “How America Made A Killing And Lost Its Shirt” and served as president of the New York Financial Writers’ Association in 2008. Mr. Gelsi lives in Montclair, N.J., with his wife and three children.

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Joanna Glasner, Senior Editor, peHUB.com
Venture Alpha West 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
Buyouts West 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 West 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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Alastair Goldfisher, Editor in Chief, Venture Capital Journal
AIMS West 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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Balaji Gopinath, VP of Emerging Technology & Founder, Media Camp/Turner Broadcasting
Venture Alpha West Speaker

Balaji Gopinath is currently the Vice President of Emerging Technology with the Audience & Multi-Platform Technologies (AMPT) group for Turner Broadcasting System, Inc. (TBS, Inc.).

Over the last twenty years, Mr. Balaji has worked with leading media and entertainment companies leading their digital initiatives, has held global roles as a GM, SVP of Product and Consumer Experience at both private and public companies; and has previously worked at CTP, Scient, NCR, Delivery Agent, and Nike and was instrumental in helping launch Hotwire.com and Sephora.com among others.

He is a startup junkie, has been a founding member of several companies, is an angel investor, and guided the creation of Turner’s Media Camp to help media oriented startups accelerate what entertainment will look like in 20 years.

Mr. Balaji earned a Bachelor of Science degree in Life Sciences from Massachusetts Institute of Technology, and works/lives in both San Francisco, CA, and Atlanta, GA.

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Oliver Gottschalg, Associate Professor, Strategy and Business Policy, HEC Paris
AIMS West Speaker

“Professor Oliver Gottschalg is part of the Strategy Department at HEC School of Management, Paris. He serves as HEC’s Academic Director for the TRIUM Global Executive MBA Program, directs the HEC PE Observatory and teaches courses private equity, management buyouts, business strategy and entrepreneurship. He holds a Wirtschaftsingenieur Diploma from the University of Karlsruhe, an MBA from Georgia State University and a M.Sc. and PhD degree from INSEAD. His current research focuses on the strategic logic and the performance determinants of private equity investments. His work has been published in leading academic journals and in various publications for practitioners and was featured over 100 times in the business media (press, radio, TV and online) in the past 2 years. His book on ‘Private Equity Mathematics’ is one of the bestselling books with PEI Media. He regularly presents his research at academic conferences and private equity symposia and serves as an advisor to leading investors in the private equity industry. He served as an advisor to the European Parliament in the context of the ongoing debate about a possible need for regulation of the Private Equity industry. He is currently on sabbatical leave from HEC to focus on his company PERACS, a leading provider of standardized independent PE Track record analytics and validation services, currently advising approx. 10% of PE Fund Manager market worldwide“

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Jay Gould, Partner, Pillsbury Winthrop Shaw Pittman
HedgeWorld West Speaker

Mr. Gould’s nearly 30 years of wide-ranging experience includes advising investment companies, investment advisers and broker-dealers on new funds and products, mergers and acquisitions, and governance, compliance and regulatory matters. He is leader of Pillsbury’s Investment Funds & Investment Management practice team. Under his leadership, HFM Week named Pillsbury "Best Onshore Law Firm—Client Service" in 2009, 2010 and 2011, and “Best Onshore Law Firm – Hedge Fund Startups” in 2012. He counsels clients involved in all aspects of the financial services industry, representing U.S. registered investment companies, hedge funds, offshore investment companies, investment advisers, retail and institutional broker-dealers, and municipal bond underwriters. Mr. Gould has extensive experience in structuring private fund startups and their general partners, drafting offering documents, and advising on and making introductions with respect to capital raising strategies. Mr. Gould also advises clients regarding inspections and examinations by the SEC, FINRA, the CFTC and other regulatory agencies. Mr. Gould is ranked as a leading lawyer by 2013 Legal 500 US.

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Bob Grady, Chairman,
New Jersey State Investment Council
Managing Director, Cheyenne Capital Fund
Buyouts West Speaker

Mr.Grady is a Managing Director at Cheyenne Capital Fund, a multi-strategy private equity fund with $500 million under management. Mr. Grady also serves as Chairman of the New Jersey State Investment Council, which oversees the state’s $75 billion pension system, and as Chairman of the Council of Economic Advisors for New Jersey Governor Chris Christie. Mr. Grady also is currently a Director of public companies Maxim Integrated Products (Nasdaq: "MXIM") and Stifel Financial (NYSE: "SF"); and of privately-held companies Viator (online travel), Symbio LLC (IT services), the Jackson Hole Mountain Resort (resort operations), and Eleutian Technology (English-language training), where he is Chairman of the Board . He is Chairman of the Industry Advisory Board of Crosslink Venture Capital and a member of the Investor Advisory Board of Institutional Venture Partners XIII, L.P..

Prior to joining Cheyenne Capital, Mr. Grady was a Partner and member of the Management Committee at The Carlyle Group, where he served as the global head of venture capital (which had $5 billion in assets under management); Fund Head of Carlyle Venture Partners I, II, and III; and on the investment committees of Carlyle Asia Growth Partners and Carlyle Europe Technology Partners. Mr.Grady also served as Director and Chairman of the National Venture Capital Association (NVCA).

Mr.Grady served on the faculty of the Stanford Graduate School of Business for 11 years, teaching second-year MBA courses in environmental policy, regulation, and “Investing in Highly Regulated Industries”.

Previously, Mr.Grady was a Managing Director and Member of the Management Committee at Robertson Stephens & Company, the emerging growth investment bank which served as the leading underwriter of technology and life sciences IPOs in Silicon Valley in the 1990s.

Mr.Grady served in the White House from 1989-1993 as Deputy Assistant to President George H.W. Bush and as Executive Associate Director of the Office of Management and Budget(OMB).He was the Chief Speechwriter and Senior Policy Advisor for the victorious Bush-Quayle 1988 Presidential campaign, and served as Deputy Director of Presidential Transition after the election. Previously, he was Director of Communications for N.J. Governor Thomas H. Kean and Chief of Staff for U.S. Representative Millicent Fenwick (R-N.J.).

Mr.Grady is a Trustee, Finance Chair, and Member of the Executive Committee of the Jackson Hole Land Trust; a member of the Board of Governors at the Pardee RAND Graduate School; a Visiting Fellow at Stanford University’s Hoover Institution; and a member of the Council on Foreign Relations. He is an honors graduate of Harvard College and of the Stanford Graduate School of Business.

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James Griffin, President & COO, LP Capital Advisors
Buyouts West Speaker

Mr.Griffin is the President and Chief Operating Officer of LP Capital Advisors. Mr.Griffin leads all aspects of client services, including investment strategy and due diligence and is a member of the Firm's investment committee.

Prior to joining LP Capital Advisors in 2005, Mr. Griffin spent three years at KPMG LLP providing transaction and investment consulting services to institutional investors in private equity. Prior to joining KPMG, Mr. Griffin spent and nine years at Arthur Andersen LLP providing transaction, consulting and audit services to clients in range of industries.

Mr. Griffin received an MBA from CSU, Stanislaus and a B.A. in Economics from the University of California, Santa Cruz. Mr. Griffin is a CPA (inactive).

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David Grove, Managing Partner, Vaquero Capital Investment Banking
Buyouts West Speaker

David Grove has over 16 years’ experience advising companies on capital raising and mergers and acquisitions. His experience includes a diverse set of companies including Internet, digital media, software, SaaS, semiconductors, and IP. David has worked with an extensive number of high profile clients including DrillingInfo, Manta Media, , HomeAway, Zillow, Luxury Retreats, Bazaarvoice, StreetEasy, TechMediaNetwork, Roku, inPowered, MobiTV, ReachLocal, DTS, Monotype Imaging, Lexar Media, and DivX. He has worked on transactions with many leading investors, including Insight Ventures, Benchmark Capital, KKR, Norwest Venture Partners, Bain Capital, Austin Ventures, TCV and Redpoint Venture Partners. David was a Managing Director at Bank of America Merrill Lynch and was a Head of Internet & Digital Media at Pacific Crest Securities and Needham. He began his investment banking career at Cowen & Co. where he helped found its Digital Media investment banking effort. Earlier in his professional career, David served as a corporate attorney in the Corporate Securities practice of Andrews & Kurth, LLP in Texas, advising clients in complex transactions. He holds a J.D. from New York University School of Law, and a B.S., magna cum laude, from Oregon State University.

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Mark Guinney, Managing Partner, The Presidio Group
HedgeWorld West Speaker

Mr. Guinney joined Presidio in 2001 and serves as Managing Director and head of the Investment Group on the Capital Advisors team. He leads a team of analysts responsible for asset-liability modeling, money manager due diligence and selection, risk management and portfolio structure. He is also a member of the firm’s Executive Committee.

Prior to Presidio, Mr. Guinney was an investment consultant with Watson Wyatt where he worked with pension plans in developing asset allocation, asset-liability modeling and selecting/monitoring investment managers. Mr. Guinney is a CFA charterholder and is a member of the CFA Institute and the San Francisco Analysts Society. He earned his MBA from the University of California, Berkeley and his BA degree in Economics from Pomona College.

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Sanjay Gupta, Executive Director, Adveq Management
Buyouts West 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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Scott Halsted, Managing Partner, Revelation Partners
AIMS West Speaker

Mr. Halsted is a Managing Partner at Revelation Partners. Prior to co-founding Revelation Partners, he was a Managing Director at Saints Capital where he led the company's healthcare investment activities. He spearheaded several portfolio transactions including the purchase of 52 investments from Boston Scientific, the restructuring of the Oxford Bioscience Funds III & IV, the purchase of the Alta California Partners II fund, and several individual company investments.

Mr. Halsted was previously a Managing Member at Morgan Stanley Ventures, where he worked from 1987 to 2007. As co-head of the health care practice at Morgan Stanley Ventures, Mr. Halsted managed over $300 million of investments in over 40 companies. Prior to his investment career, Mr. Halsted worked in the medical technology field in the areas of product design and business development for Intermedics Orthopedics and Hexcel Medical.


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Ken Hao, Managing Partner and Managing Director, Silver Lake
Buyouts West Speaker

Managing Partner and Managing Director, Silver Lake Ken is a Managing Partner and Managing Director of Silver Lake. Ken joined Silver Lake as a member of the original investment team that launched Silver Lake Partners in 1999. Ken has led a number of large investments for Silver Lake Partners across a number of technology industry sectors and geographies. In 2007 and 2008, he led the establishment of the firm¹s offices in China and Japan. His current and prior portfolio companies include Alibaba Group, Allyes Online, Avago (Nasdaq: AVGO), Network General (acquired by NetScout (Nasdaq: NTCT), Smart Modular, Seagate (NYSE: STX), Spreadtrum (Nasdaq: SPRD) and UGS (acquired by Siemens). Prior to joining Silver Lake, Ken spent 10 years at Hambrecht & Quist (H&Q) where he led a range of investment banking and venture capital activities. Ken graduated from Harvard College with a degree in economics. For more information about Silver Lake and its entire portfolio, please visit www.silverlake.com.

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Gordon Hargraves, Partner , Private Advisors
Buyouts West 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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Brian Hargreaves, Vice President, Alternative Investments & Manager Research, Curian Capital Management
HedgeWorld West Speaker

Brian Hargreaves is responsible for manager research and the portfolio construction of liquid alternative allocations for both Curian Capital and Jackson National’s variable annuity portfolios. Mr. Hargreaves brings nearly 15 years of investment experience specializing in due diligence, manager selection, performance measurement and portfolio management. Mr. Hargreaves previous role was a Director in the Alternative & Quantitative Investments (A&Q) Group for UBS Global Asset Management. In this role he supported product expansion for UBS’s institutional channel focused on single and multi-manager hedge fund strategies. Prior to 2006, he was employed at the Chicago Mercantile Group (CME) from 2003-2006 and started his career with Arthur Andersen LLP. Mr. Hargreaves holds his Chartered Alternative Investment Analyst (CAIA) designation in addition to Series 3, 7 & 66 licenses.

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Jeri Harman, Partner, Avante Mezzanine Partners
Buyouts West Speaker

Jeri Harman is a Founder and Partner of Avante Mezzanine Partners. Prior to founding Avante, Ms. Harman started-up and led Los Angeles offices for two multi-billion publicly traded private equity and mezzanine investment funds - American Capital and more recently Allied Capital, where she was also a member of Allied’s Investment Committee. During that time, Ms. Harman invested over $650 million in 23 transactions. Earlier career highlights include positions of Managing Director - Private Placements at First Security Van Kasper; Managing Director - Corporate Finance at Coopers & Lybrand and various senior level positions in the private placement investment group at The Prudential Insurance Company of America.

Ms. Harman is a Co-Chair of The Association for Corporate Growth (ACG)-Los Angeles Business Conference, on the Board of SBIA, Ernst &Young Greater Los Angeles Entrepreneur of the Year Judge, and a Director of the Women’s Leadership Council. In 2013, the National Association of Women Business Owners (NAWBO) Los Angeles inducted Ms. Harman into their Hall of Fame.

Ms. Harman is also a former Director of The Association for Corporate Growth, former national judge for Ernst & Young’s Winning Women Entrepreneur Program, past President of ACG-Los Angeles and was Chair of ACG InterGrowth 2007. Ms. Harman has been a speaker at numerous conferences and symposiums throughout the U. S. on topics related to mergers and acquisitions, buyouts, and finance. Ms. Harman graduated summa cum laude from the University of Wisconsin-Milwaukee with a B.S. in Business Administration and received her M.B.A. in Finance from the University of California, Berkeley.

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Nathan Harnetiaux, Portfolio Manager, Kemper Corporate Services
AIMS West Speaker

Bio to come...

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Trey Hart, Vice President - Private Equity, Northern Trust
Venture Alpha West 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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Trey Hart, Vice President - Private Equity, Northern Trust
AIMS West 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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Dan Heidenreich, Principal, Hauser Private Equity
Buyouts West Speaker

Mr. Heidenreich is responsible for origination and due diligence of fund and direct co-investments.He leverages Hauser Private Equity's(HPE)strategic relationships and executive operating network into value for funds and their portfolio companies.Prior to joining HPE,Mr. Heidenreich brokered indemnity for trade related,emerging and frontier market,commercial and sovereign debt obligations at Lloyd's of London.His clientele included capital goods manufacturers,commodity traders and export finance banks in the German,Israeli, Swedish and Swiss markets.Before his engagement he served with the US Embassy in Bern, Switzerland and brokered professional indemnity products in Chicago.Mr. Heidenreich is a graduate of Indiana University including studies in Salzburg, Austria.

Hauser Private Equity (HPE) is a fund manager investing in lower-middle and middle market control buyout funds and selectively in subordinated debt, growth and special situation funds. HPE’s investment committee proactively adjusts its portfolio strategy in anticipation of capital availability during business cycles and macro-economic sector trends. Our active Board of Directors come from operational roles over a range of industries including retail, consumer goods & services, healthcare, private equity and financial services. We contribute their collective operating expertise to benefit our general partnerships and portfolio companies.

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Marek Herchel, Partner, AlpInvest
Buyouts West Speaker

Marek is a Partner in AlpInvest Partners’ Fund Investments team and focuses on the US and Latin American markets. He 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. Marek 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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Wayne Himelsein, CIO, Logica Funds
HedgeWorld West Speaker

As an 18 year veteran of the securities industry, Wayne founded Logica Capital Management (“LCM”), serves as President, CIO. As such, he directs the firm’s investment strategies, oversees R&D and selection of new strategies, and engages with investors globally. From 1995 to 1997, Wayne served as an equity trader at the Carlin Group. While at Carlin, he designed and built several proprietary trading strategies and risk management procedures. From 1997 to 1999, Wayne served as managing partner of Omni Capital Management, a firm that invested in securities utilizing his algorithmic trading system. Prior to forming LCM, from 1999 to 2012 Wayne served as managing partner of Himelsein Mandel Fund Management, LLC, the general partner of various funds. From 2005 to 2012, Wayne managed HM Ruby Fund, LP, a fund dedicated to taking advantage of inefficiencies in actuarial pricing of insurance based products. At its peak, HM Ruby’s NAV was over $300mm. During the past 17 years, Wayne has continued to develop, evolve and refine his quantitative trading models. These trading systems form the basis Logica Fund’s strategy. Wayne received a Bachelor of Arts from the University of California, Berkeley and currently resides in Los Angeles.

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Lisa Hinds, VP, Business Development, Schultze Asset Management
HedgeWorld West Speaker

Ms. Hinds is a Vice President with Schultze Asset Management, LLC., an event-driven, distressed securities hedge fund based in Purchase, NY. She is responsible for business development and client servicing. She joined the firm in 2011. Prior to SAM, she was the Co-head of Global Equities at Aladdin Capital Management, an alternative investment firm. During her 17+ year career she served in various business development and leadership positions including Kaufman Brothers (Director Institutional Sales), Soleil Securities (Director Institutional Sales), S&P (Senior Institutional Relationship Manager), Bear Stearns (Associate Director), Morgan Stanley. She began her career in the Financial Management Program of GE Capital.

Ms. Hinds earned her MBA from Duke University and her Masters in International Public Affairs from Tufts University. She chairs the Investment Committee of the Riverside Church in the City of New York and serves as a Trustee of The Children's Hospital at Montefiore. She earned several securities industry qualifications including FINRA Series 7, 55, and 63.

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Greg Howorth, Managing Director, Caltius Mezzanine
Buyouts West Speaker

Bio to come..

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Doug Huber, Senior Research Analyst, Federal Street Advisors
AIMS West Speaker

As Federal Street Advisors’ Lead Analyst in the Alternative Investments arena, Doug Huber is responsible for identifying, evaluating, and monitoring Hedge Fund and Private Equity managers. A major part of Doug’s time is spent monitoring Federal Street’s existing managers, making sure they stay true to their process. This involves a lot of direct conversation and communication between the portfolio managers and investment teams to identify areas where they may be deviating from their process. He also leads the manager selection process, which takes several months of research and due diligence, and the involvement of the entire investment committee. Maintaining his database of potential managers requires one-on-one meetings with hundreds of managers each year. Doug earned his Bachelor Degree in Business Management with concentrations in Finance and Economics from Babson College.

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Lex Huberts, President, Mellon Capital Management
PartnerConnect West Speaker

Lex Huberts is President at Mellon Capital Management. He provides global and strategic oversight across the firm and counsels on investment research and strategy. As an ambassador for the firm, Lex speaks around the globe and publishes thought leadership for various media. Prior to joining Mellon Capital, Lex was President, founder and Chief Investment Officer of Coefficient Global®, a business unit of Standish Mellon Asset Management that specializes in quantitative investment strategies. A native of the Netherlands, Lex has 27 years of global quantitative investment experience. Prior to founding Coefficient Global® in 2006, Lex served as Standish's Chief Investment Officer where he was responsible for over $150 billion in fixed income assets from 2003-2006. From 1992-2003, he was at Mellon Capital Management where he was appointed to Director of Research and Head of Asset Allocation respectively; in these roles Lex co-developed and then oversaw over $30 billion in active asset allocation accounts. Prior to that experience, Lex was at Concord Capital where he worked on quantitative stock selection strategies; at the start of his career, he worked at AMRO bank (Amsterdam, the Netherlands) and the Ministry of Finance in the Netherlands. Lex has published numerous papers on finance and investments in The Journal of Portfolio Management, The Journal of Investing and The Financial Analysts Journal. He also was awarded the Graham and Dodd scroll for outstanding financial research. Lex is on the Board of Directors at Mellon Capital. He has a Master’s degree in Economics/Finance from Tilburg University in the Netherlands, where he majored in economics for his undergraduate degree.

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Todd Hurlbut, CIO, Incline Investment Management
HedgeWorld West Speaker

Mr. Hurlbut is the CIO of Incline Investment Management ("IIM"). On July 13, 2012 Mr. Hurlbut became a Principal and Associated Person of IIM. Until May of 2012 he served as the founder and managing member of Everett Capital Management, LLC. On April 25, 2006 Mr. Hurlbut became registered as a Principal and an Associated Person of his firm and an Associate Member of the NFA. At IIM his duties will include head trader and portfolio manager for all investment programs including The Tahoe Fund, LP. Mr. Hurlbut is currently a portfolio manager at the Putney Financial Group, a Registered Investment Advisor in San Rafael.

Prior to founding the Everett Capital, Mr. Hurlbut spent six years at Smith Barney in New York and San Francisco as a 2nd Vice President and Blue Chip Council Member. At Smith Barney, he covered middle market institutional accounts and managed discretionary portfolios for high net worth individuals. Mr. Hurlbut received a BA from the University of Virginia where he attended on a swimming scholarship. He is a Chartered Market Technician, member of the Market Technician Association, the CFA Institute and the Security Analysts of San Francisco. Mr. Hurlbut has been fortunate to have been mentored by a few great traders throughout his career. He holds the Series 3 and Series 7 licenses. He is married and has one son. He currently resides Sausalito, California and works in San Rafael, CA.

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Jason Hutchinson, M.D. & Head of Technology M&A, Oppenheimer & Co, Inc.
Buyouts West Speaker

Mr. Hutchinson is a Managing Director in Oppenheimer & Co. Inc. San Francisco office, where he heads the firm's Technology Mergers and Acquisitions Group. He has represented and sold companies to major technology leaders such as IBM, Oracle, Cisco, Microsoft, SAP, HP, Broadcom and Intel. He has worked on deals ranging from $100 million to $20 billion, including strategic advisory, exclusive sales, public company divestitures, leveraged buyouts, defensive advisories and fairness opinions.

Before joining Oppenheimer, Mr. Hutchinson was a Managing Director with Houlihan Lokey, where he led its Technology M&A Group, advising such clients as Macrovision, SSA Global, SeeBeyond, SimpleTech, Riverstone, Tekelec, Kulicke & Soffa and Advanced Power Technologies. He was also a Managing Director with Piper Jaffray, where he advised such clients as Intersil, Avid Technology, Sage, National Semiconductor, Sybase and Alpha Industries. Earlier, he was a Managing Director with Merrill Lynch, where his clients were Solectron, Novellus Systems, Sanmina and KLA-Tencor. Mr. Hutchinson was also with Montgomery Securities, where he was a member of the firm's fairness opinion commitment committee.

Mr. Hutchinson earned a B.A. from Tufts University, an associate degree from Oxford University and a J.D. from Emory University. He lectures frequently on technology M&A, and he is registered with FINRA (formerly the NASD) as a General Securities Principal (Series 7, 24 and 63).

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Ravi Jagannathan, Chicago Mercantile Exchange/John F. Sandner Professor of Finance, Kellogg School of Management
AIMS West Speaker

Ravi Jagannathan is the Chicago Mercantile Exchange/John F. Sandner Professor of Finance and a Co-Director of the Financial Institutions and Markets Research Center. Before joining the Kellogg faculty, Professor Jagannathan was the Piper Jaffray Professor of Finance at the Carlson School of Management at the University of Minnesota. Concurrent with his position at the University of Minnesota he served as a Distinguished Visiting Professor at the Hong Kong University of Science and Technology. He is a research associate at the National Bureau of Economics Research and a Special Term Professor at the Indian School of Management and the Shanghai Advanced Institute of Finance.

Professor Jagannathan's research interests are in the areas of asset pricing, capital markets, financial institutions, and asset management. His articles have appeared in leading academic journals, including the Journal of Political Economy, Journal of Financial Economics, Journal of Finance, Review of Financial Studies, and Management Science. His research has received extensive coverage in advanced textbooks on finance and economics. He has participated as an invited faculty member at Financial Management Association doctoral consortiums.

He has served on the editorial boards of leading academic journals. He was a member of the Board of Directors of the American Finance Association and the Western Finance Association, and was the President of the Society of Financial Studies and the Western Finance Association. He has served on the advisory group on Share Based Compensation at the International Accounting Standards Board. Professor Jagannathan is a member of the American Finance Association, the Western Finance Association, and the Econometrics Society. He has served as a consultant to several companies in the financial services sector. Professor Jagannathan received his Ph.D. and M.S. at Carnegie-Mellon University, his M.B.A. from the Indian Institute of Management, and his B.E. from the University of Madras, India.

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William Jarvis, Managing Director, Commonfund Institute
AIMS West Speaker

William F. Jarvis, Managing Director, Commonfund Institute, is responsible for the Institute’s research, written analysis and client publications. A financial services executive and attorney, Bill has worked with J.P. Morgan, where he spent 13 years as an investment banker in New York and Tokyo; Greenwich Associates, where he advised leading investment management firms and led the fielding of the first Commonfund Benchmarks Study; and Davis Polk & Wardwell, where he provided legal advice to global banks and securities firms. Prior to joining Commonfund in 2006, Bill served as Chief Operating Officer of a privately-held hedge fund manager based in New York City. Bill holds a B.A. in English Literature from Yale University, a J.D. from the Northwestern University School of Law, and an M.B.A. from the J.L. Kellogg Graduate School of Management.

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Ron Kahn, Managing Director, Lincoln International
Buyouts West 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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Peter Kehrli, Principal, Rothstein Kass
Venture Alpha West 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. Peter began his career in the Investment Management group at PricewaterhouseCoopers, LLP, where he focused on audit, 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. Peter 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, Peter acts 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 membership in Best Practices and Thought Leadership groups for venture capital funds as well as the Firm’s National Fair Value Committee. Peter is at the forefront of the Firm’s venture capital and secondary fund growth initiatives.

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. Mr. Kehrli is an avid world traveler; he enjoys golf and snowboarding. 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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Matthew Kerfoot, Partner, Dechert
HedgeWorld West Speaker

Matthew K. Kerfoot is a nationally recognized authority in the alternative investment management industry. Mr. Kerfoot advises many of the world’s largest asset managers on the structuring and development of their alternative mutual funds, exchange-traded funds and hedge funds. Mr. Kerfoot has particular expertise in providing tailored solutions to commodities and derivatives-focused mutual funds and ETFs that seek to use managed futures, complex derivatives and other alternative and multi-asset strategies within 1940 Act-registered investment vehicles.

Mr. Kerfoot is often cited as an authority on alternative investment strategies and commodities and derivatives matters in the Financial Times, Wall Street Journal, Reuters, Bloomberg and various other financial publications. Mr. Kerfoot routinely speaks on commodities and derivatives topics around the world, including at industry conferences in Paris, London, Frankfurt and other financial centers.

Mr. Kerfoot has written articles on derivatives and securities law matters for publications such as Derivatives Week and Futures and Derivatives Law Report. He has also spoken at ISDA, Risk Magazine, and Structured Product Association conferences.

Prior to returning to private practice, Mr. Kerfoot was a senior banker at HSBC plc, where he led the exchange-traded product team, and launched on the NYSE one of the first long/short commodity exchange-traded notes. At HSBC, Mr. Kerfoot also advised many of the largest U.S., European and Asian hedge fund managers in developing innovative derivatives-based solutions for their financing, liquidity and risk management needs.

Before moving to the business-side, Mr. Kerfoot worked as an internal lawyer at Credit Suisse in its Legal and Compliance Division and for several years at a leading law firm in its Asset Management and Derivatives groups.

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Kal Kilgast, Managing Director Corporate Finance, NXT Capital
Buyouts West Speaker

Mr. Kilgast is a founding member of NXT Capital’s Corporate Finance group, a leading provider of structured financing solutions to private equity-backed middle market companies. Mr. Kilgast works with private equity sponsors located primarily in the Western United States and Boston areas and co-manages a team responsible for originating, underwriting, closing and portfolio monitoring.

Mr. Kilgast has over 15 years of experience in the middle market commercial finance industry. Prior to joining NXT Capital, Mr. Kilgast spent six years at Merrill Lynch Capital, where he focused on originating, underwriting and managing cash flow and asset based financings for private equity clients in the Western and Midwestern United States.

Previously, Mr. Kilgast spent two years at Ridge Capital Partners, a middle-market private equity firm, and four years in Heller Financial’s Asset-Based and Corporate Finance groups. Mr. Kilgast’s experience includes positions at Arthur Andersen and Newark Electronics.

Mr. Kilgast earned a B.A. (either make this B.A. or switch M.B.A. to “Masters of Business Administration”) in finance from the University of Illinois Urbana-Champaign and an M.B.A. from the University of Chicago Graduate School of Business.

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Eric Klein, Partner, Lemnos Labs
Venture Alpha West Speaker

My passion is imagining, engineering, and marketing innovative hardware products. I’ve had the opportunity to found successful startups, manage teams in highly successful, multi-national corporations, and provide capital to early stage startups. I’m a Partner at Lemnos Labs, the San Francisco based hardware accelerator helping lead the worldwide hardware renaissance. I’ve previously enjoyed product roles at Nokia, Sun Microsystems, Real Networks, Palm, and Apple. I founded or played an early role in a number of successful startups including Bungie, the developers of the Halo game franchise, and Dash Navigation, creators of the world's first connected GPS device. I’m also an active angel investor, focused on consumer, media, gaming, and community platform startups. I’m blessed with three kids and winter at the SAP Center cheering on my San Jose Sharks!

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Paul Klingenstein, Managing Partner, Aberdare Ventures
Venture Alpha West Speaker

Bio to come..

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Christopher Knight, Managing Principal, Voyager Management
HedgeWorld West Speaker

Chris Knight is a co-founder and co-managing member of Voyager Management L.L.C. which has been managing funds of hedge funds with an emphasis on long/short equity and emerging managers since its inception in 1997. Overall, his experience investing in hedge funds and other alternative investments spans a period of more than 35 years. Prior to forming Voyager, he was the co-portfolio manager of G-K Associates, a multi-manager limited partnership established for a family office. Before G-K Associates, Mr. Knight was the President of The Knight Company, an entertainment finance company. Mr. Knight’s career also includes employment as a business analyst for the Disney Company. Mr. Knight is a graduate of the University of California at Berkeley, Harvard Business School and Harvard Graduate School of Design.

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Mike Krems, Senior Vice President, TorreyCove Capital Partners
Buyouts West Speaker

Mr. Krems leads the identification, analysis, and selection of private market investments, in addition to working directly with several of the Firm's clients. He is also a member of the Firm's Investment Committee. Prior to forming TorreyCove, he was a Senior Vice President at PCG Asset Management, LLC. Mr. Krems previously worked at Smith Breeden Associates, a fixed income money manager with approximately $13 billion under management during his time with the firm. While there, Mr. Krems worked on the corporate bond trading desk, focusing on the energy and utilities industries. Prior to Smith Breeden, Mr. Krems worked in the investment banking division of Prudential Securities. Mr. Krems received his Bachelor's degree from Duke University, his Master of Business Administration from the Wharton School at the University of Pennsylvania, and is a CFA charterholder. Mr. Krems also was the recipient of the Ford Foundation grant for international research, through which he studied macroeconomic issues in South Africa.

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Paul Krsek, Founder & CIO, 5T Wealth Management
AIMS West Speaker

Bio to come...

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Damon Krytzer, Board Member, City of San Jose Police and Fire Retirement Plan
AIMS West Speaker

Damon Krytzer has been involved in the global capital markets for 18 years, with experience in asset management and deal execution. He ran a global tactical asset allocation portfolio, founded a trading desk to manage portfolio risk exposures, and managed a pool of emerging markets rates and currencies. Mr. Krytzer is active in advising board trustees on alternative investments portfolio construction, and has further advised on portfolio liquidity and on trade execution strategy. Mr. Krytzer’s professional experience includes roles with Oppenheimer & Company, UBS Financial Services and Prudential Securities advising investors on portfolio construction and attribution.

Mr. Krytzer is the Chief Investment Officer for R Squared Alpha, an infrastructure-oriented private equity company, and serves on the boards for The City of San Jose Police and Fire Retirement Plan, Waverly Advisors, a tactical research and advisory firm, and Mesoloan Financial in India. He is a CFA Charterholder, adjunct professor for alternative investments at the University of San Francisco Business School, holds MBA degrees from Columbia Business School and the University of California Haas School of Business, and studied political science at Rutgers University.

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Brian Lahart, Managing Director, Asset Management, Abbott Downing
AIMS West Speaker

Mr. Lahart is a Managing Director of Asset Management for Abbot Downing. He leads a group of eight professionals responsible for sourcing and vetting external fund managers across both traditional and alternative strategies. Since joining the firm in 2007, Mr. Lahart has been a leader in the design and construction of the Abbot Downing investment platform which includes a proprietary risk assessment model designed to quantify the unique risk factors typically associated with alternative strategies. He is a senior member of the Abbot Downing Asset Allocation, Due Diligence, and Risk Optics committees. With over twenty-two years in the financial services industry, including twelve years of researching and vetting hedge fund strategies, Mr. Lahart has developed an extensive network and strong reputation within the industry.

Prior to joining Wells Fargo, Mr. Lahart was a Partner and Head of Risk Management at Allianz Hedge Fund Partners for seven years where he helped grow the firm’s assets from $100mm to nearly $1B. Mr. Lahart earned his Bachelor of Arts degree in Business Economics from the University of California, Santa Barbara. He is also is a CFA charter holder and a Certified Public Accountant (CPA).

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Rich Lawson , Managing Partner, Co-Founder & Chief Executive Officer, HGGC
Buyouts West Speaker

Mr. Lawson is a Managing Partner, Co-Founder and the Chief Executive Officer of HGGC. He is also a member of the firm's Executive and Policy and Investment Committees and has extensive private equity investment and operational experience primarily in a broad range of technology-related industries.

Mr. Lawson serves or has served as Chairman of the Board of HGGC portfolio companies Hybris Software, MyWebGrocer, Innovative Interfaces, SkyRiver Technology Solutions, iCongo and Sunquest Information Systems. He also serves as a director on the boards of the Capital Impact Foundation, San Francisco Zoological Society, Wasatch Adaptive Sports and the Forever Young Foundation, an organization that is a primary benefactor of HGGC's carried interest proceeds used to support extensive philanthropic work in children's causes around the world.

Prior to the forming HGGC, Mr. Lawson was a co-founder, Managing Director and member of the original four-person board of directors of the general partner of Sorenson Capital Partners, L.P. While at Sorenson Capital, Mr. Lawson was involved in all phases of the private equity firm's development since its founding and had responsibility for originating, managing and exiting investments across a number of industries in middle market companies.

Prior to co-founding Sorenson Capital, Mr. Lawson served as President and Chief Executive Officer of Found, Inc., a Bain Capital portfolio company that provided e-commerce software and inventory management solutions to major retailers and manufacturers. Mr. Lawson began his investment career in the Investment Banking Division of Morgan Stanley and worked in the New York and Tokyo, Japan, offices as a member of the Corporate Finance and Mergers, Acquisitions & Restructuring Departments.

Mr. Lawson received an M.B.A. from Harvard Business School and a B.A. in Interdisciplinary Studies from Amherst College.

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Kenn Lee, Managing Director, Cheyenne Capital
Buyouts West Speaker

Over sixteen years of experience in private equity, investment banking, and operations. Mr. Lee joined Cheyenne Capital in 2013. Prior to joining Cheyenne Capital, Mr. Lee was with TorreyCove Capital Partners for nearly six years where he led the buyout investment practice, and was responsible for approximately $5.6 billion of private equity commitments during his tenure.

In addition, Mr. Lee also managed the firm's institutional relationship with a multi-billion dollar public pension with one of the most mature, top performing private equity portfolios in the industry. Previously, Mr. Lee established, grew and ultimately sold a retail-focused business. Prior to that, he was part of the investment teams at middle market private equity investment firm Thoma Cressey Equity Partners (now Thoma Bravo and Cressey & Co.) and another Southern California-based private equity firm. His private equity efforts focused on originating and executing growth and consolidation-centered private equity investments in various industries including education, business services, energy and value-added manufacturing. His specific transaction experience includes LBOs in the post-secondary education and factory automation sectors, leveraged build-ups in the office supply, leisure travel, and pharmaceutical distribution industries and venture experience with online educational communities and electronic security companies. Prior to his direct investment experience, he was an investment banker with Dain Rauscher Wessels (now RBC Capital Markets), where he was involved in public and private capital financings and corporate mergers and acquisitions across a broad range of industries. He has also worked as an operations analyst at Dell Computer.

Mr. Lee has a B.B.A. in Finance and Risk Management from the University of Texas at Austin.

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Randall Lee, Partner, Wilmer Hale
HedgeWorld West Speaker

Randall Lee is the partner-in-charge and founding partner of WilmerHale’s Los Angeles office.

Mr. Lee’s practice focuses on SEC enforcement investigations, internal corporate investigations, white collar criminal defense, and complex civil litigation.

From 2001 to 2007, Mr. Lee was Regional Director for the Pacific Region of the US Securities and Exchange Commission. As Regional Director, Mr. Lee was responsible for the SEC’s Los Angeles and San Francisco offices, consisting of enforcement, litigation, and compliance inspection programs covering nine Western states, including California. The first Asian American to head an SEC regional office, Mr. Lee led numerous high profile SEC enforcement actions and managed a staff of approximately 175 attorneys, accountants, examiners, and support personnel.

From 1994 to 2001, Mr. Lee was an Assistant United States Attorney in Los Angeles, where he specialized in the prosecution of complex business crimes and served as Deputy Chief in the Major Frauds Section of the US Attorney’s Office. Mr. Lee earned his B.A. from Yale University and his J.D. from UC Berkeley’s School of Law. He was a law clerk to the Honorable James L. Buckley on the U.S. Court of Appeals for the D.C. Circuit.

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Ken Lehman, Managing Director, Kendall Investments
Buyouts West Speaker

Mr.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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Ken Lehman, Managing Director, Kendall Investments
AIMS West Speaker

Bio to come..

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Jeremy Lehrer, SVP, MatthewsAsia
HedgeWorld West Speaker

Jeremy Lehrer joined Matthews International Capital Management, LLC in 2009 as a Vice President and is responsible for business development efforts among independent Registered Investment Advisors (RIAs) and Family Offices. Prior to joining Matthews, Mr. Lehrer spent seven years at Charles Schwab, where he worked with Alternative Investments and Managed Accounts. From 1999 to 2002, he was a Research Director at AdvisorTech, where he consulted with Japanese, Korean and German financial advisors. Mr. Lehrer began his career analyzing Japanese small-cap stocks and emerging market debt. He received a B.A. in Political Science & Asian Studies from the University of North Carolina at Chapel Hill, and a Masters of Pacific International Affairs in Investments and Japanese Studies from the University of California, San Diego. Jeremy has also spent time studying and working in Japan, and is proficient in Japanese. Mr. Lehrer is a registered representative of Foreside Funds Distributors LLC.

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Christian Lena, Vice President, Alpha Titans
HedgeWorld West Speaker

Christian Lena has 12 years of experience as an investment professional and is responsible for business development and client relations at ALPHA TITANS, an investment advisor that specializes in sourcing alpha and managing risk by diversifying assets among dominant multi-strategy “Alpha Titans” in the hedge fund industry. Mr Lena's prior professional experience includes business development for Aeon Capital LLC, a global macro hedge fund, and five years as an equities trader with Lightspeed Trading.

Mr Lena's completed the Global Investment Risk Management Programme at the Saïd Business School, Oxford University. He holds the Certificate in Quantitative Finance (CQF) and an MHA/MBA from the University of Southern California, where he graduated Magna Cum Laude and was a Merit Scholar. Mr Lena's completed his undergraduate coursework at Fairfield University and earned a BS in Biology with a minor in Philosophy. He holds the Series 3 and Series 65 investment licenses.

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Josh Liebow, Director, Hancock Capital Management
Buyouts West Speaker

Joshua Liebow is a Director at Hancock Capital Management, where he is responsible for the sourcing, underwriting, analysis, and review of mezzanine and equity investments, as well as primary and secondary private equity fund investments. He is currently a Director / Board Observer of several private companies. Hancock Capital is focused on middle market mezzanine, private equity, private equity fund, and secondary fund investments.

Mr. Liebow joined John Hancock in 2004 and Hancock Capital in 2007. Prior to joining Hancock Capital, Mr. Liebow spent three years as a member of John Hancock's Bond & Corporate Finance Group, where he evaluated and recommended investments in investment grade corporate issuers of privately placed fixed-rate bonds, public-market and Rule 144(A) bonds in the heavy industrial and transportation sectors. Mr. Liebow graduated Cum Laude with a bachelor's degree in Business Administration from Babson College, and is a CFA charterholder.

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Jeff Lipton, Vice President , Juniper Networks
Venture Alpha West Speaker

Mr. Lipton is responsible for Juniper's global investment efforts, including the Junos Innovation Fund and Juniper Strategic Investments. The Junos Innovation Fund is a venture capital fund that is backed solely by Juniper Networks and invests in leading early-stage and growth-stage technology companies that expand and enhance the Junos ecosystem. Juniper Strategic Investments is a stage-agnostic initiative that complements the Junos Innovation Fund, and can invest in software, system, and component-based technologies. During his tenure in this role, Mr. Lipton has led more than twenty investments, eight of which have resulted in successful exits. These exits include Altor Networks, Ankeena Networks, Cotendo, Contrail Systems, and Sentrigo. Prior to joining Juniper Networks, Mr. Lipton held several technical and investment roles at Bellcore (Telcordia), Hambrecht & Quist (later JPMorgan), and other organizations. At H&Q, Jeff was a senior equity research analyst and led the firm's Communication Semiconductor Group, and later the Communication Equipment Group. Mr. Lipton sponsored and led several venture capital investments, including Chromatis Systems (acquired by Lucent) and Silicon Spice (acquired by Broadcom).

Mr. Lipton earned Bachelor's and Master's Degrees in Mechanical Engineering from Lehigh University in Bethlehem, Pennsylvania, and an MBA from UCLA in Los Angeles, California.

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Kelvin Liu, Director, Invesco Private Capital
Buyouts West Speaker

Kelvin Liu, Director, is involved in the quantitative and qualitative analysis of prospective partnership fund investments and has 14 years of private equity experience.

Prior to joining Invesco Private Capital in 2006, Kelvin was the Director of North American Operations for TIF Ventures, a $1.3 billion Singapore government fund-of-funds. Being a member of TIF Ventures' founding team, Kelvin was instrumental in establishing its presence and industry network in the U.S. Prior to TIF Ventures, Kelvin was the Director of the National Science and Technology Board (NSTB) based in California. NSTB is a governmental agency providing financial assistance for the development of science and technology in Singapore, interacting with startup companies as well as Fortune 500 enterprises.

Kelvin currently serves on several partnership advisory boards, including Barings Asia, Clearlake Capital, Craton Equity Partners, CVC Capital Partners, GGVC, KRG Capital Partners, Panorama Capital, Relativity Capital, Rembrandt Ventures, Riverwood Capital Partners, Swander Pace Capital, TCV and Upfront Ventures.

Kelvin received an M.B.A. in Finance with Honors from The Wharton School. He also earned a B. Eng (1st Class Honors) and a M.S. degree in Management from the National University of Singapore. Kelvin is a holder of the Chartered Financial Analyst designation.

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Susan Long McAndrews, Head of U.S. Primary Investments, Pantheon Ventures
AIMS West Speaker

Bio to come..

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Irwin Loud, Managing Director & CIO, Muller & Monroe Asset Management
Buyouts West Speaker

Irwin Loud oversees the development of Muller & Monroe’s private equity investment programs and serves on the investment committee. A private equity innovator, Irwin was named by Pensions and Investments in 1999 as one of "25 to Watch" over the next 25 years.

Previously, Irwin was Senior Portfolio Manager, Private Equity Investments for the Florida State Board of Administration (FSBA), which manages the state’s $110 billion pension fund. While at FSBA, Irwin played a prominent role in launching the industry's first partnership focused exclusively on private equity co-investments. He also was the architect of the formal structuring and growth of the portfolio to $3.2 billion in commitments.

Irwin began his career at Chase Manhattan Bank, N.A., New York, where he served as a loan officer in the international and investment banking divisions. Irwin received his BS (summa cum laude) and MBA degrees from Florida A&M University, School of Business & Industry.

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Thomas Lynch, Senior Managing Director, Cliffwater
Buyouts West 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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Nadim Malik, Founder & CEO, Sutton Place Strategies
Buyouts West Speaker

Nadim Malik is founder of Sutton Place Strategies, LLC, an information services firm dedicated to meeting the business development needs of private equity and mezzanine firms. The firm’s core service is Deal Origination Analytics™, an annual subscription based service that consists of a customized report package designed to quantify the addressable universe of a client’s transaction target market, measure market penetration, and serve as a road map to increase the effectiveness of a firm’s internal deal sourcing efforts. The reports are backed by proprietary data tracked on a primary basis by Sutton Place Strategies since May 2009.

Mr. Malik founded Sutton Place Strategies, LLC in 2009 after six years in the business development group of American Capital, where he successfully created and managed distinctive market research tools, analytics, reporting and processes that drove the firm’s deal origination, investor development, and strategic growth. His efforts contributed towards the quadrupling of the firm’s relevant buyout deal flow and the closing of numerous transactions, the expansion of the firm into Europe and Asia and overall growth of assets under management from under $2 billion to $20 billion, and the development and management of 125 limited partner relationships.

Prior to American Capital, Mr. Malik’s background is in financial research and includes The Deal, where he was an Analyst focused on M&A research, and Thomson Reuters, where he helped launch a financial information product on public companies.

Mr. Malik graduated with a BA in Philosophy from Colgate University and is a CFA charter holder.

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Meyer Malka, Founder, Managing Director, Ribbit Capital
Venture Alpha West Speaker

Bio to come..

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Micky Malka, Founder & General Partner , Ribbit Capital
Venture Alpha West Speaker

Micky Malka is the founder and sole General Partner of Ribbit Capital, a Silicon Valley-based venture capital firm with a single relentless mission: to drive global innovation in financial services. Ribbit believes the category is profoundly under-innovated and supports entrepreneurs who have already launched the businesses of the future. Its inaugural $100 million fund aims to leverage technology to reimagine and reinvent what financial services can be for people and businesses, with a focus on the unique individuals and brands who are driving innovation around the world in lending, payments, insurance, accounting, tax preparation and personal financial management.

Malka has over two decades of global experience in the financial services industry. He started five financial services companies – his first at the age of 18 – in the U.S., Europe and Latin America. He lived through hyperinflation in Venezuela and Brazil, where he witnessed more than half of the banks in his home country fail. As a result, he strives to help create tangible solutions and financial reform for the antiquated industry.

Malka was an early investor in and currently serves on the board of directors of Wonga, a company transforming the way consumers and small businesses access credit in the U.K. and other countries. He serves on the boards of Mercado Libre (NASDAQ: MELI), eBay’s Latin American partner for e-commerce and online auctions, Credit Karma, an online consumer resource to track financial health and credit services, Peixe Urbano, the first and largest local Latin American commerce website, and Banco Bracce, a merchant bank for mid-cap companies in Brazil. Malka also serves as Chairman of Lemon, a company he co-founded that enables individuals to keep track of their accounts and expenses.

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Bart Mallon, Partner, Cole-Frieman & Mallon
HedgeWorld West Speaker

Bart Mallon is a co-founder of the premier boutique investment management law firm of Cole-Frieman & Mallon LLP. Mr. Mallon's practice is nationwide in scope and is focused on providing high-touch support for large hedge funds and asset management companies. He also provides comprehensive legal and business support to start-up and emerging fund managers and routinely provides advice on management company operational issues, separately managed account structures, as well as registration and compliance matters. Other legal issues involve general business matters and he provides advice with respect to counterparty documentation, regulatory mattes (SEC, CFTC, NFA, FINRA), seed deals, hedge fund due diligence, and employment/compensation matters. Mr. Mallon currently holds the Series 24 exam license and has held the Series 3, Series 7, Series 34, Series 63 and Series 65 exam licenses.

Mr. Mallon also created and runs the popular Hedge Fund Law Blog which focuses on legal issues that impact the hedge fund community. The site is consistently recognized as one of the most important hedge fund legal publications on the internet. Bart lives in San Francisco and enjoys running (half-marathons) and golf.

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John Malloy, Co-Founder & General Partner, BlueRun Ventures
Venture Alpha West Speaker

John Malloy is a General Partner and co-founder of BlueRun Ventures, an early stage venture fund focused on mobile and internet. John’s commitment to entrepreneurs and their market vision is reflected by his thoughtful, passionate and consistent efforts to help founding teams reach the full potential of their endeavors.

John brings global operations and marketing experience into such investment areas as internet services, digital media and mobile broadband services. He has more than 20 years' experience as an executive, entrepreneur, investor, and director of venture-backed start-ups, and has served on the boards of more than 20 companies. Most notably, he was the first venture investor and board member in Paypal, for which he was named on Forbes’ Midas List of Top Venture Capitalists.

Some of John’s investments and boards include Waze (GOOG), Chomp (AAPL), Slide (GOOG), PayPal (EBAY), Banjo and Topsy.

Prior to founding BRV, John served in management and executive roles with Nokia, Go Communications and MCI. He holds a J.D. fromGeorge Mason University and B.A. from Boston College.

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Jules Maltz, General Partner , Institutional Venture Partners
Venture Alpha West Speaker

Jules Maltz joined Institutional Venture Partners (IVP) in August 2008 and has over ten years of venture capital and startup experience. He focuses on later-stage venture investments in rapidly-growing Internet and software companies. Jules was recognized by AlwaysOn as one of the top 100 venture capitalists by his inclusion in the AlwaysOn 2012 VC 100 List.

Mr. Maltz led IVP's investments in Buddy Media (CRM), Dropbox, RetailMeNot (SALE), and TuneIn, and was actively involved in IVP's investments in LivingSocial, Marketo, Ngmoco (DeNA), Spiceworks, Sugar, Twitter, and Yext. Mr. Maltz currently serves on the Board of Directors of RetailMeNot (SALE), TuneIn, and Yext.

Prior to IVP, Mr. Maltz worked for 3i, a leading global venture capital firm. He evaluated early and later-stage Internet, mobile, and software investments, and he completed transactions for companies such as BlueLithium, Fotolog, Omniture (ADBE), and Trovix.

Mr. Maltz also worked in business development for AdMob, a mobile advertising provider, and co-founded AdNectar, a social media advertising startup. Earlier in his career, Jules was in technology investment banking with Robertson Stephens and Bank of America Securities.

Mr. Maltz has an M.B.A. from Stanford University, where he was a Siebel Scholar and an Arjay Miller Scholar. He also graduated magna cum laude with a B.A. in Economics from Yale University.

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Robert Martin, Managing Partner, Excellere Partners
Buyouts West Speaker

Bio to come..

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Paul Martino, Managing Director, Bullpen Capital
Venture Alpha West Speaker

Paul Martino is the founder of four companies including Ahpah Software (a computer security firm acquired by InterTrust); Tribe (one of the first social networks, with co-founders Marc Pincus, Chris Law, and Valerie Syme); and Aggregate Knowledge (a predictive modeling and targeting ad-tech company where Paul also served as CEO). Paul’s early online gaming innovations in multi-player user experience from almost 20 years ago are the inspiration for several of the modern social gaming offerings. He is also the inventor on several core patents related to social networking. Paul has been an active early stage investor for over a decade and personally invested in the first rounds of Zynga, PayNearMe, and TubeMogul. He holds a BS in Mathematics from Lehigh University and Masters in Computer Science from Princeton University.

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Stephen Massocca, Managing Director, Wedbush Equity Management
HedgeWorld West Speaker

Bio to come...

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Whit Matthews, Investment Director, SL Capital
Buyouts West Speaker

Whit Matthews is an Investment Director with SL Capital Partners. SL Capital Partners is a global private equity fund of funds focused primarily on the European and North American buyout markets. The firm has raised more than $8 billion across a variety of pooled products and segregated mandates.Prior to joining SL Capital Partners, Whit was with the University of Pennsylvania’s Office of Investments where he focused on both private equity and absolute return strategies.He received his BA in Economics from the University of Pennsylvania and an MBA from the Villanova University School of Business.He holds the Chartered Alternative Investment Analyst(CAIA)designation.

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Erik Mayo, Partner, Fintan Partners
HedgeWorld West Speaker

Mr. Erik Mayo is a founding partner and Co-Portfolio Manager of Fintan Partners. Prior to joining Fintan, from 2003 to 2005, Mr. Mayo served as an Investment Associate of Stanford Management Company. In his capacity as an Investment Associate of Stanford Management Company, Mr. Mayo served under the direction of Mr. Klikoff. Prior to joining Stanford Management Company, from 1999 to 2003, Mr. Mayo served as a Systems Analyst of Lazard Asset Management. He began his professional career in 1998 at Bankers Trust (now Deutsche Bank), with a focus on risk management and trading systems. Mr. Mayo received a B.S. in Economics with concentrations in Finance and Management Information Systems from the Wharton School of Business at the University of Pennsylvania in 1998.

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David McCoy, Principal , RCP Advisors
Buyouts West Speaker

David McCoy, Principal and Portfolio Manager David McCoy is responsible for RCPDirect and all co-investment functions including sourcing, due diligence, and portfolio management. David is also on the Investment Committee and has been involved in the private equity industry for over 10 years. Prior to joining RCP, David was a Partner at National City Equity Partners, the private equity/mezzanine arm of PNC Financial Services Group, Inc. He has prior private equity experience at Thayer Capital Partners, operational experience at Suntron Corporation, an electronics contract manufacturer, and investment banking experience at BT Alex Brown. David received a BA in Economics from Princeton University and an MBA from The Wharton School at the University of Pennsylvania.

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Matthew McElhattan, Venture Principal, Chevron Venture Capital
Venture Alpha West Speaker

Matthew McElhattan has more than 15 years of industrial experience serving in both technical and consultative capacities at small private companies and large public companies. Prior to joining Chevron, McElhattan worked at several venture backed startups doing business development and project management. As a management consultant for PricewaterhouseCoopers’ supply chain practice he was focused on deploying web-based supply-chain models and completing integrated supply-chain analysis for a variety of clients in the high tech sector. Earlier McElhattan led market analysis and feasibility studies for new technologies at Ducker Worldwide, focusing on market size, product configuration, target customers and applications for various industrial technologies. Matt is currently the Board Observer for Modumetal, RealityMobile, Sample6, and Soane Energy.

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Eric Melis, Principal, Pension Fund Infrastructure Advisors Inc.
AIMS West Speaker

Mr.Melis is the founder of Pension Fund Infrastructure Advisors Inc., an investment management firm dedicated to making direct infrastructure investments on behalf of pension plans that do not have an internal investment capability. Prior to PFIA, Mr.Melis worked at Borealis Infrastructure as Vice President from 2002 to 2012.His focus was primarily on the Energy and Transportation sectors. Notable Borealis investments that Eric was involved with were Associated British Ports and Express Pipeline Systems,where he served as Director of the Board and Chairman of the Audit Committee. Mr.Melis has extensively worked on various other international transactions throughout the years.The PFIA team is currently working on several global infrastructure transactions.

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Rachel Minard, Founder & Chief Executive Officer, Minard Capital
HedgeWorld West 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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Kate Mitchell, Partner, Scale Venture Partners
Venture Alpha West Speaker

Kate is a co-founder of Scale Venture Partners, a venture capital fund that invests in early-in-revenue technology companies. The firm has over $1.2 billion under management and is located in Silicon Valley, California. In addition to her investing activities, Kate oversees all operational aspects of the partnership. She has actively worked with portfolio companies such as Jaspersoft, mBlox, Wayport, & Tonic. Kate was the 2010-2011 Chairman of the National Venture Capital Association (NVCA) and remains active in policy matters that impact entrepreneurship, start-ups & innovation. She chaired the IPO Task Force, whose recommendations to reform the IPO market were included in the recently enacted JOBS Act. Kate writes a regular blog for the Wall Street Journal’s Accelerator’s forum on topics that impact entrepreneurs and startups. She is also a current board member of Silicon Valley Bankshares (SIVB).

In 1997, Kate joined the Bank of America investment team that in 2000 began operating independently from the Bank and in 2006 became Scale Venture Partners. From 1995 to 1997, she was Senior Vice President in Bank of America's internet banking division and, prior to that, was a senior member of the Bank's capital markets, technology and finance groups. Ms. Mitchell received a B.A. in Political Science from Stanford University and an M.B.A. in Finance from Golden Gate University.

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Ralph Money, Managing Director, Commonfund
Buyouts West Speaker

Ralph Money is a Managing Director of Commonfund Capital, a member of the investment team and senior product specialist. Ralph has 30 years of experience in investments, investor relations, nonprofit financial and general management and institutional banking. He joined Commonfund in 1999. He has served on the advisory boards of several private capital limited partnerships and on the boards of directors of several social sector enterprises. Since its founding in 1988, Commonfund Capital has served as an extension of clients' investment committees and investment staff offering a flexible approach to create solutions for investors by partnering with many of the world's leading private equity, venture capital and natural resources firms.

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Todd Morris, Managing Director, Harris Williams
Buyouts West Speaker

Mr. Morris is Co-Head of Harris Williams & Co.’s San Francisco Office and leads the firm’s Healthcare & Life Sciences Group on the West Coast. Mr. Morris joined Harris Williams & Co. in Richmond, VA in 1996 and moved to San Francisco in 2000 to build Harris Williams & Co.'s West Coast Office. With more than 17 years of M&A experience, Mr. Morris has led transactions in an array of sectors including healthcare products and services, consumer health & wellness, medical devices, direct marketing, distribution, and manufacturing.

Mr. Morris earned a B.S. in Business Administration, magna cum laude, from the University of Richmond’s E. Claiborne Robins School of Business with a concentration in Finance. Mr. Morris lives in San Francisco with his wife and two sons.

Harris Williams & Co. (www.harriswilliams.com) is a preeminent middle market investment bank focused on the advisory needs of clients worldwide. The firm has deep industry knowledge, global transaction expertise and an unwavering commitment to excellence. Harris Williams & Co. provides sell-side and acquisition advisory, restructuring advisory, board advisory, private placements and capital markets advisory services.

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Michael Moy, Managing Director, Pension Consulting Alliance
Buyouts West 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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Bill Mulligan, Managing Partner, CEO, Cordium US
HedgeWorld West Speaker

Bill Mulligan is the Managing Partner and CEO of Cordium US. Cordium was formed by the merger of The IMS Group, HedgeOp Compliance and EvenWheel in January of 2012. Cordium is a marketleading provider of regulatory compliance consulting services and software to the asset management and securities industries. Cordium has offices in New York, San Francisco, Boston, London and Hong Kong. The global firm has over 100 employees and services over 800 investment management businesses around the world.

Prior to founding HedgeOp Compliance in 2001, Bill was an associate in the Investment Management Group of Seward & Kissel LLP for almost six years.

Bill received a JD degree from Cornell Law School in 1995 and a BA from Boston University in 1991 and is certified as an Investment Adviser Certified Compliance Professional (IACCPsm) by National Regulatory Service's Center for Compliance Professionals. Bill is a frequent speaker at industry events and panels and has previously served as Chairman of the Board of Managers of the Alternative Investment Compliance Association.

Bill and his wife Kim live with their sons, Dylan and Alexander, in San Francisco.

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Mark Mushkat, Senior Advisor, Western Region, Genspring Family Offices
AIMS West Speaker

Mark Mushkat joined GenSpring Family Offices in June 2010 as the first GenSpring professional in Northern California dedicated to serving wealthy families in that region. His responsibilities include client service and development in the Western Region and marketing and brand enhancement in Northern California.

During the seven years prior to joining the GenSpring team, Mark served as managing director at Harris myCFO. He began his career with EF Hutton & Co. in New York in 1982 and initially focused on consulting with large endowment, foundation and pension funds. Assisting family offices naturally evolved from those early efforts, which led to family office consulting as his primary focus since 1998.

Mr. Mushkat is a Certified Investment Management Analyst (CIMA) and has held numerous securities licenses related to his consulting and company oversight roles. He is a summa cum laude graduate of University of Cincinnati receiving a B.A. degree; he also completed graduate work in clinical psychology at George Peabody College as well as an Executive Program at The Wharton School, University of Pennsylvania.

Mark Mushkat serves on the Board of Directors of Golden Gate Audubon where he is a member of the Executive Committee and is the chair of the Finance Committee. He is also a volunteer with Sutter Hospice, the Rescue Mission and San Francisco Zen Center.

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George Myhal, Senior Managing Partner , Brookfield Asset Management
PartnerConnect West Speaker

Mr. George Myhal is a Senior Managing Partner and has primary responsibility for strategic planning, business development and the Public Securities Operations. Mr. George Myhal has held a number of senior positions within Brookfield since joining the company in 1981 and has been instrumental in the development and growth of Brookfield's asset management business. Mr. George Myhal is trained as a Chartered Accountant and has an industrial engineering degree from the University of Toronto.

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Vinay Nair, Managing Partner & CEO, Ada Investments
HedgeWorld West Speaker

Dr. Vinay Nair is the Founding and Managing Partner of Ada Investments, an investment platform that provides solutions to address institutional asset allocation challenges. Ada has developed a unique program of systematic investment strategies globally by applying innovative research ideas in a practical manner. The firm has offices in New York, Mumbai and Rio. Before founding Ada, he was the Research Director and a Portfolio Manager at Old Lane (Citi Alternative Investments).

Prior to becoming an investment manager, Dr. Nair was an Assistant Professor of Finance at The Wharton School where he developed a course on private equity and acquisitions for MBA students. He continues his academic affiliation as a senior fellow at the Wharton School and a visiting professor at the Indian School of Business. Dr. Nair has been published in leading finance journals, and was quoted in several news media, in topics related to Social Responsibility, Sustainability, Corporate Governance, Corporate Finance and Investment Management. He has also delivered talks on these topics to several audiences including universities as well as practitioner and policy forums. He is also the author of 'Investing for Change' (Oxford University Press, 2008), a book on the use of social variables in investment management.

Dr. Nair completed his PhD in Financial Economics from the Stern School of Business at New York University with an award for the best thesis. His undergraduate studies were at the Indian Institute of Technology, where he was awarded the Governor's Gold Medal.

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Alex Navab, Member & Co-Head of Americas Private Equity, KKR
Buyouts West Speaker

ALEXANDER NAVAB (New York) joined KKR in 1993. He co-heads KKR’s Americas Private Equity business and heads the Media and Communications industry team in the U.S. Mr. Navab serves as the Global Co-Chair of the Private Equity Investment Committees and on KKR’s Special Situations Investment Committee. Mr. Navab played a significant role in the development of Borden, Intermedia Communications, IPREO, KSL Recreation, Neway Anchorlok, Newsquest Media, The Nielsen Company (formerly VNU Group), NuVox (NewSouth Communications), PanAmSat, RELTEC, Tenovis, Visant, Yellow Pages Group, Weld North, World Color Press, and Zhone Technologies. He is currently on the board of The Nielsen Company, Visant, and Weld North. Prior to joining KKR, Mr. Navab was with James D. Wolfensohn Incorporated where he was involved in mergers and acquisitions as well as corporate finance advisory work. From 1987 to 1989, he was with Goldman, Sachs & Co. where he worked in the Investment Banking Department. He received a B.A. with honors, Phi Beta Kappa, from Columbia College, and an M.B.A. with High Distinction, Baker Scholar, Wolfe Award, from Harvard Business School. In 2011, Mr. Navab received the John Jay Award for distinguished professional achievement from Columbia College.

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Olaf Neubert, Managing Partner, Hedges Capital
AIMS West 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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David Nowak, Managing Partner, Brookfield Asset Management
Buyouts West Speaker

David is a Managing Partner and has deep experience in principal investing and the execution of mergers and acquisitions gained through his roles as an investor at Westerkirk Capital and as a corporate lawyer at Torys. Prior to joining Brookfield in 2011, David was a Managing Director at Westerkirk where he invested in private equity and real estate and was actively involved with the investee management teams as a member of the portfolio companies’ board of directors. David is also active in the community where he serves on the board of the Wellspring Cancer Support Foundation. He holds a Bachelor of Laws from the University of Western Ontario and an MBA from Duke University where he graduated as a Fuqua Scholar.

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Marianne O, Co-Founder, Lumen Advisors
HedgeWorld West Speaker

Ms. Marianne O is a Co-founder, Principal, and Portfolio Manager of Lumen Advisors LLC, a San Francisco-based value-oriented global alternative asset management company founded in 2002. She also oversees the investment research in equities, bonds, and currencies and has over 18 years of global investment experiences. Prior to Lumen, she has been the Assistant Director and an Emerging Markets Debt Analyst at Dresdner RCM Global Investors, responsible for analyzing and investing in emerging countries sovereign, corporate bonds, and currencies, with focus on Asia. Prior to joining Dresdner RCM, she worked at Tradewinds Financial Corporation as an EM Analyst. Marianne was a Senior Fixed Income Analyst at LGT and an Assistant Vice President in Loan Origination and Syndication for Asia at Citicorp International Limited in Hong Kong prior to that. Marianne holds a Masters in Business Administration in Finance from the University of California, Berkeley, a Masters of Arts Degree and a Bachelor of Arts in Economics (Hons) from the University of Cambridge in England and is a Chartered Financial Analyst. She speaks Cantonese and Mandarin. She is also an active member of the education committee and Senior Practitioner Outreach of 100 Women in Hedge Funds in Northern California.

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Matthew O'Toole , U.S. Securities and Exchange Commission, San Francisco Regional Office, U.S. SEC Office of Regulation
HedgeWorld West Speaker

Matthew M. O’Toole is Senior Special Counsel in the examination program in the San Francisco Regional Office of the U.S. Securities and Exchange Commission, where he has worked for over twelve years. He received his B.B.A. (1986 summa cum laude) in Finance and Economics from the University of Notre Dame, and his J.D. (1991) from Northwestern University School of Law in Chicago, Illinois, where he was an Associate Editor of the Law Review. Prior to rejoining the SEC, he was a Vice President and Senior Counsel with Charles Schwab, and an Assistant General Counsel at GT Global (now part of Invesco). Mr. O’Toole was also a Senior Counsel in the Office of Compliance Inspections and Examinations (OCIE) and the Division of Investment Management at the SEC in Washington, D.C., and an associate with the Washington, D.C. law firm of Arnold & Porter. He has taught securities regulation and corporate governance courses in the U.S., China and Eastern Europe, and is an Adjunct Professor of Law at the University of San Francisco School of Law, where he won the Adjunct Professor of the Year Award in 2003.

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David Oddi, Partner, Goode Partners
Buyouts West Speaker

Bio to come..

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Keith Pagan, CEO & CIO, Belvedere Asset Mgmt
HedgeWorld West Speaker

Mr. Pagan is the Chief Executive Officer and Chief Investment Officer of the Belvedere Asset Management, LLC. Mr. Pagan has more than 20 years of experience in portfolio management and in creation and operation of regulated financial firms and products. Prior to co-founding the Belvedere, Mr. Pagan had founded and operated a FINRA member broker-dealer and an SEC-registered investment adviser that, in 2008, merged into Belvedere Global Investors and Belvedere Advisors, neither an affiliate of the current Belvedere. From 2001 to 2006, Mr. Pagan was with Blue River Asset Management, as the managing director responsible for business development, marketing, and investor relations. Prior to 2001, Mr. Pagan was with Salomon Smith Barney & Merrill Lynch, where he structured products for large individual/family and smaller institutional investors. From 1992 to 1997, Mr. Pagan was with BankAmerica Capital Corp., Bank of America’s venture capital arm, where he was the portfolio manager in charge of two global, proprietary investment portfolios. Mr. Pagan earned an A.B in economics from Princeton University.

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Satya Patel, Co-Founder & Partner, Homebrew
Venture Alpha West Speaker

Satya Patel is founding Partner of Homebrew, a seed stage fund providing capital and operational expertise to entrepreneurs building the Bottom Up Economy. Previously, Satya was VP Product at Twitter, building and leading the Product Management and User Services teams. Before Twitter, he was a Partner at Battery Ventures, where he co-led the seed and early stage investing practices. Satya joined Google in 2003 and was responsible for AdSense product management and partnerships. Before heading to Silicon Valley for Google, he worked for DoubleClick, at two New York-based venture capital firms and as a strategy consultant. Satya is proud to serve on the board of KIPP Bay Area Schools. He earned a BS in Finance and a BS in Psychology from The University of Pennsylvania.

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Jeffrey Pavlik, Founder, Pavlik Capital Management
HedgeWorld West Speaker

Over the last twenty-three years, Jeffrey Pavlik has held financial management positions at both large and small business organizations. His broad experience includes equity and interest rate trading, portfolio and risk management, accounting, finance and the development of sophisticated financial systems and strategies to maximize returns and minimize risk.

Prior to founding Pavlik Capital Management LLC in 2007, Mr. Pavlik held positions as CFO at Elysian Worldwide, Portfolio Manager/Trader at Peak6 Investments, Specialist/Lead Market Maker for Knight Financial, Senior Trader – Refco Securities, Vice President – Interest Rate Trading at Bank of America and Trader at Swiss Bank/O’Connor & Associates.

Mr. Pavlik has been featured by The Wall Street Journal and HedgeWorld and has been quoted by multiple worldwide publications. Mr. Pavlik has also given a key-note address in 2008 on volatility and volatility arbitrage as part of the EDUnar educational series, was selected as a member of the 2008 MFA Forum Emerging Manager Star Search, presented at the 2009 & 2010 Opal Emerging Manager Summits, was a panelist at both the 2010 Spring and Fall HedgeWorld Fund Services Conferences and profiled as a member of the 2012 HedgeWorld Emerging Manager Showcase.

Mr. Pavlik has a MBA with concentrations in Finance and Entrepreneurship from The University of Chicago Booth School of Business (2003) and a BA in Economics from Northwestern University (1990).

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

Bio to come..

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Chris Perriello, Secondary Investments, Alpinvest
AIMS West Speaker

Chris is a Partner in the Secondary Investments team and focuses on transactions in the US market. He joined AlpInvest Partners in 2007 from Paul Capital Investments, where he was a Principal focused on fund investing. Previously, he was a Principal at Invesco Private Capital responsible for evaluating venture and LBO fund investments as well as direct investments. Chris received a BA in Economics, cum laude, from the University of Pittsburgh and an MBA from The Georgia Institute of Technology. Chris represents AlpInvest Partners on the Advisory Boards of Oak Hill Capital Partners and Carlyle Partners.

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Joe Peta, Managing Director, Novus Partners
HedgeWorld West Speaker

Mr. Peta is a Managing Director overseeing business development for Novus’ West Coast operations. He joined the firm following a 15-year career as both buy-side and sell-side equities trader, most recently for Nomura Holdings, Inc. Prior to that, he spent 12 years at Lehman Brothers, running biotech trading as a sell-side market maker in New York and later running the trading desk for a $200+ million firm-sponsored long/short equity hedge fund.

Mr. Peta holds an MBA from Stanford University and a BS in accounting from Virginia Tech. He is the award-winning author of investing memoir Trading Bases, a Story About Wall Street, Gambling, and Baseball.

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Christopher Petrossian, Managing Director, Lincoln International
Buyouts West Speaker

Chris heads Lincoln International’s Los Angeles office. He is responsible for establishing and strengthening the firm’s relationships with public and private companies, financial sponsors and family offices in the Western U.S. Additionally, Chris actively markets the firm’s services, manages key client relationships and leads all aspects of execution for advisory and capital markets transactions.

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Peter Pham, Co-Founder & Partner, Science Inc.
Venture Alpha West Speaker

Peter Pham is a co-founding partner at Science a $40M backed technology studio of which he helps build alongside CEO's, internet companies like Dollar Shave Club, DogVacay, Uncovet, and Ellie. Previously as an operator, he has been been a part of building companies like Photobucket, being the 5th employee was responsible for driving growth to 61M users and leading its $300M acquisition in 2007 to Fox Interactive Media. Peter then turned his energy in helping people save money as CEO of BillShrink which which was acquired by MasterCard in 2012. He has also spent some time as a two time Entrepreneur In Residence at Trinity Ventures.

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Heidi Poon, Vice President, TorreyCove Capital Partners
Buyouts West Speaker

Ms. Poon leads the identification, analysis, due diligence and selection of private market investments. Prior to joining TorreyCove, Ms. Poon served as Investment Officer of San Jose Retirement Services' Investment Group. She worked closely with the Boards of Trustees of the city's two pension plans, headed the launch of a $750 million Absolute Return program in 2012, managed the investment and operations staff as Interim Lead of the Investment Group, and monitored, evaluated, and recommended investment managers. Ms. Poon was primarily responsible for the Hedge Funds, Fixed Income, and Private Equity investment activities. Previously, Ms. Poon was an equity research analyst and covered the semiconductor industry for investment banks including Thomas Weisel Partners, Piper Jaffray and Robertson Stephens. Ms. Poon received a Master of Business Administration from the Wharton School, University of Pennsylvania, and a Bachelor of Science from Stanford University and is a Chartered Alternative Investment Analyst and a Chartered Financial Analyst.

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Kathleen Powers Dunlap, Chief Strategy Officer, Fiduciary Research and Consulting
HedgeWorld West Speaker

Ms. Dunlap is FRC's chief business strategy officer responsible for executing FRC's strategic business plan. She is responsible for managing FRC's brand, intellectual capital and client relationships. Ms. Dunlap is a member of FRC's investment committee.

During her 35 year career, Ms. Dunlap has distinguished herself as a leader specializing in providing complex custom solutions to many of the industry's largest multi-national corporations. Using her extensive experience working with key corporate decision makers, Ms. Dunlap provides FRC's highly customized investment solutions to meet clients' strategic goals.

Ms. Dunlap joins FRC from Barclays Capital Solutions team, where she served as managing director and global head of Barclays' institutional investor team leading the team's relationships with large pensions, endowments, foundations, sovereign wealth funds and their consultants. Ms. Dunlap rejoined Barclays in 2009 from Epoch Investment Partners, a long-only equity manager, where she was a managing director of institutional sales. Prior to Epoch, Kathleen was the chief marketing officer at a Chicago-based hedge fund. In 2000, Ms. Dunlap was the CEO of PrivateTrade, a company that focused on trading secondary interests in private equity limited partnerships. From 1989-2000, Ms. Dunlap was a managing director with Barclays Global Investors in San Francisco where she held many leadership positions including head of US marketing and the product launch of iShares. Prior affiliations include Merrill Lynch and Kidder Peabody. Ms. Dunlap received a BS in Economics from the University of San Francisco.

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

Mahendra has led investments in over 50 seed stage companies and is the co-founder of 3D Biomatrix, a life sciences startup which was recognized by Wall Street Journal in 2012 for Technology Innovation. He drafted the underlying legislation and helped design a fund-of-funds program for the State of Michigan.

He is the author of “The Business of Venture Capital” (Wiley Finance, 2011). His second book, Startup Boards is co-authored with Brad Feld and will be released in Q1 2014. His articles have been published in 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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Matt Rittenmeyer, Director, TrueBridge Capital Partners
Venture Alpha West Speaker

Before joining TrueBridge Capital, Mr. Rittenmeyer was a partner with FPG Partners, a global funds placement group working with venture capital, private equity, energy, mezzanine, and real estate clients accessing institutional capital. Prior to forming FPG Partners, he served as a vice president with the William Blair Funds Placement Group and was responsible for sourcing private equity opportunities, due diligence, and developing institutional investor relationships.

Before joining William Blair, he led the institutional marketing efforts for Hunt Financial Ventures. Previously, Mr. Rittenmeyer served as director of institutional sales for Banc of America Capital Management and vice president of institutional sales for Prudential Retirement Services. He began his career with New England Financial as a consultant working with small and mid-size companies.

Mr. Rittenmeyer received a MBA with a concentration in Finance from the Edwin L. Cox School of Business at Southern Methodist University and a BA in Political Science and Economics from the University of North Carolina at Chapel Hill. He is a holder of the Chartered Alternative Investment Analyst designation.

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Tim Ross, Director of Research, Constellation Wealth Advisors
AIMS West Speaker

Mr.Ross joined Constellation Wealth Advisors LLC in March 2008 as the Director of Research. He is responsible for maintaining the firm’s platform of investments and leading the due diligence process for investment managers.Mr.Ross serves on the Investment Committee and collaborates with Constellation’s Chief Investment Officer. Prior to joining CWA, Mr.Ross worked as an Investment Management Analyst with Citi Family Office, a division of Citigroup.

Mr.Ross holds a Bachelor of Science degree in Geological and Environmental Sciences from Stanford University. He is currently a Level II CFA candidate.

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Andrew Ross, Associate, PAAMCO
HedgeWorld West Speaker

Andrew Ross is an Associate Director working in Portfolio Management. He is actively involved in the evaluation of investments within corporate and consumer credit with an emphasis on structured opportunities as well as fixed income strategies. Additionally, he is the chairperson of the Portfolio Solutions Group, where his role is to facilitate information flow from portfolio managers to account managers and to assist in the portfolio construction for custom accounts. Prior to attending business school, Mr. Ross worked at IndyMac Bank, which was later merged into OneWest Bank, where his experience included balance sheet credit risk analysis, bulk trading, and whole loan portfolio pricing.

Mr. Ross graduated from Dartmouth College with a BA in Economics and received his MBA with honors from The University of Chicago Booth School of Business with concentrations in Analytic Finance and Economics

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Gregory Roth, Senior Editor, Buyouts Magazine
Buyouts West Speaker
AIMS West 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, Private Equity Correspondent, Reuters
Buyouts West Speaker

Bio to come..

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Anthony Salewski, Principal, Genstar Capital
Buyouts West Speaker

Anthony J. Salewski is a Principal with Genstar Capital, helping to identify, evaluate and execute acquisition and investment opportunities.

Prior to joining Genstar, Tony was the Chief of Staff for Operations at Barclays Global Investors (BGI), the world’s largest institutional investment manager, where he reported to the Chief Operating Officer and executed strategic initiatives for the Executive Committee. Prior to BGI, Tony was an Associate at Hellman & Friedman LLC, a private equity investment firm in San Francisco. Tony began his career in the investment banking division of Morgan Stanley in New York.

Tony received an MBA with distinction from Harvard Business School and graduated with honors from Harvard College.

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Jack Salzman, Chairman - Endowment & Pension Committee, Pace University
AIMS West Speaker

Jack Salzman, Senior Managing Partner – Formed in 1997, Jack is a principal and founding member of Kings Point Capital Management. He began his career in 1968 as a securities analyst at Standard and Poors. Throughout the 1970’s he worked at a number of small research boutiques where he specialized in consumer product companies.

In 1985, he joined Goldman Sachs. During that period, he became the highest rated analyst by Institutional Investor Magazine’s analyst poll in two different areas (Household Products and Cosmetics). In 2011, Institutional Investor Magazine named only 49 analysts to their Hall of Fame. Jack was ranked as one of the top ten analysts of all time.

At Goldman Sachs, his analyst responsibilities expanded and in 1990 he was named Associate Director of Research. Throughout his tenure at Goldman Sachs, he participated in a variety of investment banking activities as well. By 1994, Mr. Salzman became a General Partner of Goldman Sachs (and Managing Director in 1996) while also rising to the position of U.S. Director of Research Marketing and Product Development. Mr. Salzman was also a member of its Investment Policy and the U.S. Stock Selection Committee.

As a graduate of Pace University in New York, he has been an active contributor to his Alma Mater. In December 1997, he was the fifth recipient of the Lubin Alumni Achievement Award. In 2001, Mr. Salzman joined the Board of Trustees of Pace University. In 2005, he was appointed Chairman of the Endowment & Pension Committee of Pace University.

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Jack Salzman, Chairman - Endowment & Pension Committee, Pace University
HedgeWorld West Speaker

Bio to come..

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Andres Sandate, President , Endurance Strategies, LLC
HedgeWorld West Speaker

Bio to come..

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Jim Scheinman, Founder & CEO, Maven Ventures Growth Labs
Venture Alpha West Speaker

Jim Scheinman has spent the last 20 years of his career as an Entrepreneur in one capacity or another. He’s been a founder, executive, angel investor, attorney, mentor capitalist and venture capitalist at many successful Silicon Valley consumer startups. In January 2013, Mr. Scheinman launched Maven Ventures Growth Labs and Venture Fund in Palo Alto to tap into the massive trend of the groundswell of entrepreneurship; and to scale his successful angel investing business, Maven Ventures, which he founded in late 2008. Four of his ten investments since 2008 have achieved successful exits and four others are doing extremely well, like Tango which has over 100M members. Mr. Scheinman was one of the early pioneers of social networking as one of the first employees and the head of BD & sales at the first social networking site, Friendster. In 2005, Mr. Scheinman left Friendster to join co-founders Michael & Xochi Birch to launch Bebo as the first employee and Board member. At Bebo, he was integral in launching the site, raising the venture round, leading the strategy and its eventual sale to AOL for $850M in 2008. Jim has a BSc in Neuropsychology from Duke University and earned a JD at the University of California Davis School of Law. Mr. Scheinman gave a TED talk in Long Beach in 2012 and serves as a speaker and startup competition judge at many consumer startup conferences.

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David Schombert, CIO, Metropolitan Strategies
HedgeWorld West Speaker

David Schombert received his B.S. in Finance from George Mason University in 1975. Mr. Schombert began his career in finance as a financial risk analyst evaluating risk-reward on major contracts for Fortune 500 Companies. After 20 years in the private sector, Dave continued his career for 11 successful years as a Vice President of Private Client Wealth Management for the Smith Barney division of CitiGroup Global Markets, Inc. During Dave's tenure in the financial arena, he has developed a tactical and quantitative investment philosophy that has set him apart from the standard investment approach. Dave is the Founding Principal, President, and CIO of Metropolitan Capital Strategies. As the Portfolio Manager, Dave’s unique philosophy in managing portfolios centers around protection of principal, defined as never having a losing year, as well as striving for double digit upside annualized returns over a full investment cycle.

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Diane Schrader, Partner, Lionfish Capital
HedgeWorld West Speaker

Diane Schrader is a Partner at The Transfinity Group, where in addition to contributing to strategy and business development, she oversees social aspects of the firm: investor, partner and public relations. Diane continues to advise Lionfish Capital LLC, a family office with a focus on alternative investment strategies. Prior to Lionfish Capital, Diane had a long career in global business development and market evangelism in 3D computer animation and visual effects. Diane has traveled extensively, building a partner network in over 100 countries. Diane has a BA from San Jose State University, where she studied figurative painting. Diane is currently a member of the Board of Director s for 100 Women in Hedge Funds. She is also a member of Astia’s Angel program.

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Ari Shiff, President, Inflection Management, Inc.
HedgeWorld West Speaker

Ari Shiff is the Founder and President of Inflection Management, manager of the Inflection Strategic Opportunities Fund ("ISOF"). ISOF is a fund of hedge funds formed specifically to benefit Canadian investors. With over 25 years of investment experience, Mr. Shiff leads hedge fund research, and is an executive member of the risk management and portfolio strategy development team for the ISOF.

Since 1980, Mr. Shiff has been the President and Portfolio Manager of Shi-Five Corporation, a private investment vehicle. In 2004, Mr. Shiff converted the private hedge fund portfolio management strategy he co-created in 1996 into KCS Fund Strategies Inc., forming a team to oversee the hedge fund manager selection process and the fund’s overall macroeconomic strategy. In the spring of 2008, Mr. Shiff sold his interest in KCS to his partner and founded Inflection Management to benefit from the upheavals in the markets he believed were imminent.

Mr. Shiff obtained his graduate and post-graduate degrees at Harvard (GSD) and Cambridge (Jesus College) Universities, respectively, and holds a BA from the University of Toronto (University College). Mr. Shiff has a deep interest in Jewish education and has served in multiple leadership roles in Vancouver.

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Barry Silbert, Founder & CEO, SecondMarket
Venture Alpha West Speaker

Barry Silbert is the Founder and CEO of SecondMarket. SecondMarket enables private companies, investment funds and other issuers to manage liquidity, raise capital and better communicate with their stakeholders. Through its secure online platform, SecondMarket simplifies complex transaction workflows, streamlines investor onboarding and verifies that investors are accredited. SecondMarket also provides qualified investors with unique opportunities in a variety of asset classes.

SecondMarket has received numerous accolades in recent years including being named by the World Economic Forum as a Technology Pioneer. The company has also received honors from Forbes, Fast Company, Deloitte and other organizations. SecondMarket is backed by premier investors, including FirstMark Capital, The Social+Capital Partnership, Li Ka-shing Foundation, Temasek Holdings, NEA and Silicon Valley Bank.

Barry has received several individual honors including being invited to join Mayor Bloomberg's Council on Technology and Innovation, being named Entrepreneur of the Year by Ernst & Young and Crain's, and being selected to Fortune's prestigious "40 Under 40" list. He is a frequent public speaker and has appeared in many leading publications, including The Wall Street Journal, The New York Times, The Washington Post, Financial Times, USA Today and Forbes. Barry has been featured on CNBC, Bloomberg News and Fox Business News.

Prior to founding SecondMarket in 2004, Barry was an investment banker at Houlihan Lokey, where he focused on financial restructurings, mergers and acquisitions, and corporate financing transactions. Barry graduated with honors from the Goizueta Business School of Emory University, and holds Series 7, 24 and 63 licenses.

Barry is also an active angel investor with investments in a number of exciting startups, including 42Floors, Art.sy, BitPay, CoinLab, Eventup, Lenddo, Murfie, RealDirect, Slated, SponsorHub and Tapad.

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John D. Skjervem, Chief Investment Officer, Oregon State Treasury
PartnerConnect West Speaker

John Skjervem is Chief Investment Officer for the Oregon State Treasury (OST). In that role he oversees an investment team that manages a financial and real asset portfolio valued at $80.9 billion as of March 31, 2013 and includes the state’s $63 billion Oregon Public Employees Retirement Fund.

Prior to his appointment at OST, Mr. Skjervem held a variety of portfolio management and leadership positions at Northern Trust including Chief Investment Officer for the firm’s $170 billion (AUM) Personal Financial Services division. Mr. Skjervem started his career as an associate economist for consultants Natelson Levander Whitney, and also worked as a public finance specialist for investment bankers Ehrlich Bober & Co.

Mr. Skjervem earned an M.B.A. with concentrations in finance and statistics from the Booth School of Business at the University of Chicago, and received a bachelor’s degree in Economics from the University of California at Santa Barbara. He is a Chartered Financial Analyst, former director of the CFA Society of Chicago and serves as an honorary board member for the St. Francis Foundation in Santa Barbara, CA.

The Oregon State Treasury protects public assets and saves Oregonians money through its investment, banking and debt management functions. State investment policies are overseen by the Oregon Investment Council. The State Treasury also promotes public outreach and education to help Oregonians learn strategies to save money, invest for college and make smart financial choices. You can track Treasury-related news on Twitter at @OregonTreasury.

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Alex Slusky , Managing Director & Chief Investment Officer, Vector Capital
Buyouts West Speaker

Mr. Slusky is the founder and CEO of Vector Capital. His areas of expertise include infrastructure and applications software, internet services, corporate spinouts, and technology buyouts.

Mr. Slusky currently serves on the Boards of Corel Corporation, SafeNet Inc, WatchGuard Technologies, Technicolor and Cambium Networks. Alex also serves on the investment committee of the Vector Credit Opportunity Fund.

Prior to Vector, Mr. Slusky led the technology equity practice at Ziff Brothers Investments, managing a portfolio of public and private technology investments. Before joining Ziff Brothers, Alex was at New Enterprise Associates, focusing on venture investments in software, communications, and digital media. Prior to NEA, Mr. Slusky was a consultant at McKinsey & Company and a product manager at Microsoft Corporation.

Mr. Slusky has a B.A. in Economics, summa cum laude from Harvard University, and an MBA with high distinction (Baker Scholar) from the Harvard Business School.

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Kenneth Smith, Managing Director, Park Street Capital
Venture Alpha West Speaker

Ken Smith is a Managing Director with Park Street Capital LLC, an independent firm focused exclusively on managing portfolios of private market investments. Previously, he served as a Director with myCFO Investment Advisory Services and as a Managing Director with Cambridge Associates, providing independent advice and investment research to institutional and family clients. Earlier in his career, he worked in administration at Harvard Business School. Mr. Smith received a B.A. with highest honors from the University of North Carolina at Chapel Hill, where he was a Morehead Scholar, and an M.B.A from Harvard Business School. He was a Fulbright Scholar to Malaysia.

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Robert Smith, Managing Director, Focus Point Capital
HedgeWorld West Speaker

Bio to come..

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Alan Snyder, Managing Partner, Shinnecock Partners
HedgeWorld West Speaker

Alan C. Snyder is the Managing Partner of Shinnecock Partners and its investment limited partnerships, Partner of Shinnecock Group and Chairman and Board Member of the Western Los Angeles Boy Scout Council. Alan was the Founder, CEO, President, and Chairman of the Board of Answer Financial Inc. and the Insurance Answer Center, headquartered in Encino; CEO of Aurora National Life Insurance; Executive-in-Charge of Executive Life Insurance Company on behalf of the California Department of Insurance; President and COO of First Executive Corporation; and Executive Vice President and member of the Board of Directors at Dean Witter Financial Services Group (a predecessor firm to Morgan Stanley). Mr. Snyder is a graduate of Georgetown University and Harvard Business School, where he was a Baker Scholar.

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Josh Sobeck, Partner, 747 Capital
Buyouts West Speaker

Over the past decade with 747 Capital, Mr. Sobeck 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, Mr. Sobeck 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, Mr. Sobeck 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, Mr. Sobeck was a product manager at Citadon, where he managed product marketing and development activities for Citadon’s platform of web-based collaboration software.

Mr. Sobeck 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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Hunter Somerville, Senior Associate, Greenspring
Venture Alpha West Speaker

Hunter Somerville is a Senior Associate at Greenspring Associates where he performs due diligence for fund, secondary and direct investments as well as manages the Analyst Program. Previously, Mr. Somerville was an Associate for Camden Partners in the Camden Private Capital Fund of Funds Group. While at Camden Private Capital, he conducted due diligence and monitored fund investments across venture capital, growth equity, debt and buyout segments. Prior to that, Mr. Somerville worked at Venable L.L.P. in the litigation division with a focus on products and personal liability defense. He received his M.B.A at the Robert H. Smith School of Business with a concentration in Finance and Strategy. Hunter completed his undergraduate degree from the University of Pennsylvania with a Bachelor of Arts in International Relations and a minor in History.

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Nicolas Sorensen, CIO, Corfo, Chilean Economic Development Agency
AIMS West Speaker

Since September 2010, Nicolas Sorensen has acted as the Investment Manager at CORFO, the Chilean Economic Development Agency. He is responsible for managing the agency's Investment Funds and promoting innovation and entrepreneurship within them, developing unique programs that will impact the industry.

Prior to his appointment as CORFO’s Investment Manager, Mr. Sorensen worked for seven years in the Banking Industry, managing risk evaluation and credit approval.

He is also an entrepreneur, having co-founded with his brother in 2007 a small chain of beauty salons with three locations in Santiago. On the academic side, he was an Assistant Professor in several courses such as Accounting, International Business, Finance and Financial Statement Analysis at Universidad de Los Andes and the Universidad Catolica. Currently he dictates the course Entrepreneurship as a Professor in Universidad de Los Andes.

In 2010, he was selected to participate as a Board Director in the Chilean Babson Alumni Club for his outstanding contributions in the development of Babson Alumni’s activities in Chile. He was recently awarded by Babson College as the 2012 “Distinguished Recent MBA Alumni Award” in recognition for his outstanding service to the College and leadership as a recent Alumnus. Born in Santiago, Chile, Mr. Sorensen holds a Business Administration degree with a Major in Management from the Universidad de Los Andes de Chile, and an MBA from Babson College.

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Kenny Springfield, Managing Director, Perot Investments
Buyouts West 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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Matthew Stadtmauer, President, PineGrove Asset Mgmt
HedgeWorld West Speaker

Matthew Stadtmauer is a Managing Member and the President of Pine Grove Asset Management. He joined Pine Grove in September 2010. Previously, Mr. Stadtmauer was with UBP Asset Management (“UBPAM”) (2002-2010) where he was the Chief Executive Officer and was responsible for non-investment activities of the firm. Prior to becoming the CEO in 2008, Mr. Stadtmauer was UBPAM’s Chief Marketing Officer and led the firm’s marketing and business development efforts for over six years. Prior to joining UBPAM in 2002, Mr. Stadtmauer was a Vice President at Salomon Smith Barney's Managed Futures Division. In his role, his responsibilities included sales and marketing of all Salomon Smith Barney's proprietary managed futures funds. Prior to joining Salomon Smith Barney in 1997, Mr. Stadtmauer worked at Mellon Private Asset Management (Boston Safe Deposit & Trust Company) as a Portfolio Administrator for its New York division. Mr. Stadtmauer earned a BS degree in Consumer Economics from the University of Delaware and passed the Series 7, 31 and 63 examinations administered by the National Association of Securities Dealers, Inc.

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Alex Stanton, CEO, Stanton Public Relations & Marketing
Buyouts West Speaker

Alex Stanton is CEO of Stanton Public Relations & Marketing, a New York-based firm that provides strategic public relations and brand communications services to clients across a spectrum of industry sectors—from large, global firms to mid-size leaders and entrepreneurial enterprises. He and his firm have extensive experience in corporate/financial and investor communications and crisis management across a wide variety of private and alternative investment fund strategies including private equity, hedge funds, debt and credit funds, real estate and venture capital, as well as institutional asset management. A hands-on manager who spends the majority of his time working directly with clients, Mr. Stanton offers a unique combination of corporate/financial knowledge, operational insights and strategic counsel that many public and private companies need to seize opportunities and compete aggressively in a fast-moving business environment. Employing an aggressive organic growth strategy, Mr. Stanton helped build Dorf & Stanton Communications into a leading national PR agency which was purchased by a global marketing services firm. He founded Mr. Stanton Public Relations & Marketing to deliver to clients a unique blend of smart strategy, strong relationships, innovative thinking and first-class execution that produces business-changing results. A frequent speaker on business strategy and financial communications, Mr. Stanton has served as President of the Public Relations Society of America in New York and is currently a Director of the World Presidents Organization, and several international charitable organizations. He has taught a Master’s course in strategic communications leadership at Columbia University.

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Chris Stanton, Portfolio Manager, Sunrise Capital Partners
HedgeWorld West Speaker

CHRIS STANTON joined Sunrise in 2012 and currently serves as a Partner and Portfolio Manager, as well as well as a member of Sunrise’s Management Committee. Prior to joining Sunrise, Stanton traded extensively in a wide range of global commodity and currency markets as Vice President and Portfolio Manager for Deerhurst Capital Management and as Capital Markets Officer for JP Morgan. In those roles, Stanton managed multi-million dollar portfolios and conducted all market and fundamental risk analysis for those portfolios. In addition, he provided broad finance-related legal and risk management services while working as an attorney with two prestigious global law firms, Quinn, Emannuel, Urquhart & Sullivan LLP and Cravath, Swaine & Moore LLP in New York City. Stanton holds a J.D. cum laude from Northwestern University and a Bachelor of Science in Engineering from Lehigh University.

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Matt Stepan, Principal, Comprehensive Financial Management
HedgeWorld West Speaker

Matthew Stepan is a Principal in the Investments Group with Comprehensive Financial Management, a multi-client family office located in Los Gatos, California. He has more than 10 years of diverse financial and investment experience. He has performed financial and investment analysis across traditional and alternative asset classes, and has served as a relationship manager for family office clients. Mr. Stepan is also responsible for portfolio management and investment sourcing. Prior to joining CFM, he was a Financial Advisor with Merrill Lynch. Matt received an MBA from San Jose State University in 2000 and a BS in Chemistry from the University of Utah in 1998. He speaks conversational Russian. Matt resides with his wife and five children in San Jose, California and is an active volunteer in various educational and character-building community organizations focused on teenage children.

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Philip Summe, Partner, Baylight Capital
HedgeWorld West Speaker

Bio to come..

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Ron Surz, President, PPCA
HedgeWorld West Speaker

Ronald J. Surz is president of PPCA Inc and Target Date Solutions. Both are in San Clemente CA. He is also a vice president of eVestment in Marietta, GA.

PPCA maintains and manages the True Centric Core index, part of the family of Surz Style Pure® Indexes. PPCA also provides Style Scan, the next generation of style analysis, and Portfolio Opportunity Distributions®, bias-free alternatives to peer groups, especially hedge fund peer groups.

Target Date Solutions developed the patented Safe Landing Glide Path®, the basis for the Brightscope On-Target indexes and the asset allocation for SMART Funds® on Hand Benefit & Trust, Houston.

eVestment provides StokTrib® holdings-based style and attribution analyses developed by Mr. Surz. eVestment is a global provider of institutional investment data intelligence and analyses.

Mr. Surz has served on several boards, and currently serves on a few. He earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois.

Mr. Surz publishes frequently in the financial press.

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Mark Suster, Partner, Upfront Ventures
Venture Alpha West Speaker

Mark Suster joined Upfront Ventures (formerly known as 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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Janice Tang, Business Development, Nipun Capital
HedgeWorld West Speaker

Bio to come..

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Douglas Tapley, Director, Kohlberg Kravis Roberts & Co.
Buyouts West Speaker

Doug Tapley (San Francisco) joined KKR in 2006 and is part of the Capital Solutions Group focusing on private debt origination and syndication for KKR's credit platform and for MerchCap Solutions. He has overseen credit investments across a broad range of sectors including retail/consumer, healthcare, media, business services, technology, and industrial businesses. Mr. Tapley brings more than eleven years of investment experience to his position at KKR. Previously Mr. Tapley was a Vice President at GE Capital where he underwrote and led debt transactions for sponsored buyouts in the media, communications, and healthcare sectors. Prior to his tenure with GE Capital, Mr. Tapley worked as a management consultant in the telecommunications and technology sectors. Mr. Tapley holds a B.A. from Rice University, an M.B.A. from Yale University, and is a C.F.A. charterholder.

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Michael Tedesco , Head of U.S. M&A, Global Technology M&A, Jefferies
Venture Alpha West Speaker

Michael Tedesco is Global Head of Technology and U.S. M&A at Jefferies with 19 years of experience in financial services. He has executed 100+ transactions with aggregate value in exceeding $100 billion. Since joining Jefferies in 2011 he has led transformative acquisitions and corporate sales for public and private/VC-backed clients across sectors including Paradigm (software), Efficient Frontier (adtech), Semtech, Cree (semis), Lifeproof (consumer mobile accessories), Monoprice (eCommerce), Harmonic and Radvision (communications hardware).

Prior to joining Jefferies, Mr. Tedesco spent his entire career at Citigroup and its predecessor Salomon Brothers, most recently as Global Head of Technology M&A. For the past decade he has advised on many of the highest profile, most complex transactions in technology for companies both large and small. Advisory roles include Peoplesoft's takeover defense and sale to Oracle, EDS sale to HP, ACS sale to Xerox, IBM's acquisition of PWC Consulting and the HP/Compaq merger. Under his leadership Citi was recognized five times for advising on IDD Technology Deal of the Year.

Michael has an MBA from Harvard Business School, where he was a Baker Scholar and the John Loeb Finance Fellow. He completed undergrad in his home state, earning a BS from Montana State in Industrial Engineering. He enjoys flyfishing, wine, baseball and angel investing.

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Michael Tharp, Co-Founder & Managing Director, Cimarron Capital Partners
Buyouts West 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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Amit Tiwari, Director, Invesco Private Capital
Venture Alpha West Speaker

Amit Tiwari, Director, joined Invesco Private Capital in 2005 and has 12 years of private equity experience.

Prior to joining Invesco Private Capital in 2005, Mr. Tiwari was a part of the Alternative Investments Team at the California State Teachers' Retirement System where he invested over $125 million in several venture capital and buyout partnerships. Prior to that, Mr. Tiwari was an Investment Banking Associate in Credit Suisse First Boston's Technology Private Placements Group where he raised over $250 million in several high-profile private placements for the firm's technology clients.

Mr. Tiwari currently serves on several Venture Capital and Private Equity advisory boards, including Caltius Equity Partners, Foundry Group, Greycroft Partners, Huntington Capital, Monitor Ventures, Physic Ventures, and PTV Sciences.

Mr. Tiwari received his M.B.A. from the Graduate School of Management at UC Davis in 2005 and a Bachelor of Science in Management from Tulane University's A.B. Freeman School of Business in 1999.

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David Toll, Editor in Charge, Buyouts Magazine
Buyouts West Speaker
AIMS West 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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Philip Tseng, Partner, Tennenbaum Capital Partners
Buyouts West Speaker

Prior to joining TCP, Mr. Tseng was a member of the Credit Suisse First Boston technology investment banking group focusing on technology and business services. While at CSFB, he advised on and executed M&A, public and private equity and structured debt transactions for a broad range of small and large cap companies. He also spent time covering technology services companies as an equity research analyst. Prior to that, he spent time in investment banking at Deutsche Banc Alex Brown, where he managed equity and debt offerings for telecommunications companies, both emerging and incumbent carriers. Mr. Tseng currently serves as a Director on the boards of First Advantage, Shopzilla Inc., Anacomp, Inc., and also as a Director on the board of the United States Tennis Association (USTA) Southern California section.

M.B.A. from the Harvard Business School B.A. (honors) in Economics from Harvard College, Captain of the Men's Varsity Tennis Team and recipient of NCAA and Ivy League awards

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Don Vollum, Managing Partner, Vista Ridge Capital Partners
Buyouts West 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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Joe Wade, CIO, Meritage Capital
HedgeWorld West Speaker

Mr. Wade is the Chief Investment Officer of the Investment Manager and Chairman of the Investment Committee. He became CIO on January 1, 2013 in connection with the merger of Centennial into the Investment Manager. Previously, Mr. Wade served as CIO of Centennial from July 2003 to December 2012. He received his bachelor’s degree in finance from the University of Alabama.

Prior to Meritage, Mr.Wade founded Centennial Partners, LLC, served as the firm’s Chief CIO, and was a member of Centennial’s Board of Managers. As CIO, Mr. Wade utilized more than 38 years of industry experience and relationships in developing Centennial’s investment philosophy. In this role he chaired the Investment Committee, which oversaw fund level asset allocation, manager due diligence, portfolio construction, and risk management of Centennial’s funds. Prior to forming Centennial, he founded Alternative Investment Strategies (AIS) whose primary focus was advising clients with hedge fund and CTA portfolios. He continued to serve as President and a member of the investment committee for AIS after Consulting Services Group (CSG), an institutional consulting firm based in Memphis, TN, purchased it. His extensive background in the securities and alternative investment industry also includes positions such as: President and CIO of 6800 Capital, a fund-of-funds sponsor and trading manager; Manager of Managed Futures for Morgan Keegan and Co. and J C Bradford and Co., two regional brokerage firms. Before working at JC Bradford and Morgan Keegan, Mr. Wade was an Account Executive at Thomson McKinnon and a Vice President of Hancock and Harwell. Currently, he serves on the Board of Spring Creek Ranch and the Madonna Learning Center in Memphis, TN. He received his Bachelor of Science with a major in Commerce & Business Administration from the University of Alabama.

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Greg Walters, Principal, Pomona Capital
AIMS West Speaker

Mr. Walters joined Pomona in 2008 and focuses on secondary investment analysis and deal sourcing. He has twelve years of private equity experience. Prior to joining Pomona, Mr. Walters was a Managing Director at VCFA Group where he was responsible for sourcing, analyzing, structuring and negotiating secondary and direct private equity transactions. Previously, Mr. Walters was employed at GMG Capital Partners and First Global Ventures focusing on investment analysis, deal sourcing and operations in the business services, consumer products and telecommunications sectors. Prior to his business career, he practiced corporate law primarily representing private equity funds and their portfolio companies. Mr. Walters received an MBA from Columbia University, a JD from Fordham University and a BA from Hamilton College.

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Jonathan Weber, West Coast Bureau Chief, Reuters News
PartnerConnect West Speaker

Jonathan Weber is the West Coast Bureau Chief for Thomson Reuters, overseeing news bureaus in San Francisco, Los Angeles and Seattle. A veteran reporter, editor and journalism entrepreneur, he was previously the founding editor of The Bay Citizen, a non-profit news organization serving the San Francisco Bay Area. Before that he was the founder and CEO of New West Publishing, a new media company serving the Rocky Mountain West. He was the co-founder and editor in chief of the Industry Standard, the highly regarded newsweekly that chronicled the first Internet boom, and prior to that was a writer and editor at the Los Angeles Times. He holds a B.A. in philosophy from Wesleyan University.

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Eric White, Senior Research Analyst , Slocum
Venture Alpha West Speaker

Bio to come..

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Ralph Whitworth, Founder, Principal, Relational Investors
HedgeWorld West Speaker

Mr. Whitworth is a Founder, Principal, and Investment Committee member of Relational Investors LLC, a multi-billion dollar private investment fund. He has served on the boards of eleven public companies, including seven from the Fortune 500. He has chaired numerous committees and led searches for directors and executive officers. Mr. Whitworth served as Chairman of the Board at Apria Healthcare Group and Waste Management during crises management situations. He is currently Chairman of the Board at Hewlett-Packard Company.

Mr. Whitworth is considered an expert on corporate governance and has been called to present his views before various national legislative and regulatory bodies. He served on five national Blue Ribbon Commissions sponsored by the National Association of Corporate Directors regarding director compensation and other corporate governance issues. He also served on a Joint Task Force assembled by the Council of Institutional Investors and the National Association of Corporate Directors to review and make recommendations for improving board-shareholder communications. In 2013 Mr. Whitworth was named the “Lifetime Achiever” by the International Corporate Governance Network, the highest honor bestowed by this global organization of investment professionals from over 50 countries.

Mr. Whitworth earned a Juris Doctor at Georgetown University Law Center.

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Jeff Willardson, Portfolio Manager, PAAMCO
HedgeWorld West Speaker

Jeff Willardson is a Director and member of the four-person Portfolio Construction Group which sets top down portfolio strategy and construction across PAAMCO's various portfolios. Jeff is also a Portfolio Manager in the Portfolio Solutions Group. He conducts research, due diligence and risk monitoring for managers across all PAAMCO strategies with an emphasis on credit strategies, emerging markets and real estate. Prior to joining PAAMCO Jeff spent five years at Goldman, Sachs & Co. in the Investment Management Division. Jeff received his MBA (Dual Finance and Real Estate Major) from The Wharton School, University of Pennsylvania, and he holds a BS in Management (Finance Major) from Brigham Young University.

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Chris Witkowsky, Editor, peHUB
Buyouts West Speaker

Bio to come..

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Chris Witkowsky, Editor, peHUB
AIMS West Speaker

Bio to come..

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David York, Managing Director, Top Tier
Venture Alpha West 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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David York, Managing Director, Top Tier
AIMS West Speaker

Bio to come..

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Michel del Buono, Global Strategist, Makena Capital Management
AIMS West Speaker

Michel Del Buono is the Global Strategist for Makena Capital Management, responsible for global investment strategy, currency, and risk management. Prior to joining Makena, Michel was the sole Analyst at Scion Capital, a California-based hedge fund. Previously, Michel was an Engagement Manager at McKinsey & Co. serving private equity clients in due diligence and asset valuation. Dr. Del Buono earned his PhD in Management Science and Engineering with a focus in applied economics from Stanford, where he was a DARPA fellow. He also earned his MSc in Engineering-Economic Systems and Operations Research from Stanford and his MPhil in Economics, from Girton College, Cambridge, where he was a World Bank fellow. Michel graduated from the University of Virginia with a BSc in Systems Engineering with High Honors. Dr. Del Buono serves on the Investment Committee for Dignity Health.

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Michel del Buono, Global Strategist, Makena Capital Management
AIMS West Speaker

Bio to come..

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