IDEAL ImmigrationView Bio
Steve Kuhn is the founder of the IDEAL Immigration. Steve worked at some of the top financial firms and his career culminated as a hedge fund manager at Pine River Capital Management. He retired and dedicated his life to philanthropic pursuits. Steve serves on the board of the Immigrant Justice Corps and is involved with Water, Young Voices of Austin, the Andy Roddick Foundation.
New American EconomyView Bio
Jeremy Robbins is the Executive Director of the New American Economy, a bipartisan coalition of more than 500 CEOs and mayors making the economic case for immigration reform. Jeremy previously worked as a policy advisor and special counsel in the Office of New York City Mayor Michael Bloomberg, a judicial law clerk on the United States Court of Appeals, a Robert L. Bernstein International Human Rights Fellow working on prisoners rights issues in Argentina, and a litigation associate at WilmerHale in Boston where he was part of the firm's team representing six Bosnian men detained at Guantanamo Bay, Cuba. Jeremy received a JD from Yale Law School and a BA in political science from Brown University.
CEO and CIO
Morgan Creek Capital ManagementView Bio
Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek, Mr. Yusko was President, Chief Investment Officer and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Throughout his tenure, he directly oversaw strategic and tactical asset allocation recommendations to the Investment Fund Board, investment manager selection, manager performance evaluation, spending policy management and performance reporting. Total assets under management were $1.5 billion ($1.2 billion in endowment assets and $300 million in working capital). Until 1998, Mr. Yusko was the Senior Investment Director for the University of Notre Dame Investment Office where he joined as the Assistant Investment Officer in October of 1993. He worked with the Chief Investment Officer in all aspects of Endowment Management. Mr. Yusko received his Bachelor of Science Degree, with Honors, in Biology and Chemistry from the University of Notre Dame and a Master of Business Administration in Accounting and Finance from the University of Chicago. Mr. Yusko is an Advisory Board member of a number of private capital partnerships and alternative investment programs and has served as a consultant on alternative investments to a select group of institutions. Mr. Yusko is an Investment Committee member of the MCNC Endowment, President and Chairman of the Investment Committee of The Hesburgh-Yusko Scholars Foundation at the University of Notre Dame, and President and Head of the Investment Committee of the Morgan Creek Foundation.
Director, Head of Illiquid Credit
Willis Towers WatsonView Bio
Thierry is Head of Illiquid Credit at Willis Towers Watson.
In this role he is responsible for asset allocation and due diligence of investment opportunities for institutional investors globally.
Thierry is a member of the Investment Committee managing Willis Towers Watson's Alternative Credit Fund.
Thierry's experience includes six years as part of the research team in London were he led the securitized credit research effort. In 2015 he relocated to New York to expand the research effort in the US
Operation Underground RailroadView Bio
Timothy Ballard is the Founder of Operation Underground Railroad (O.U.R.). Ballard spent over a decade working as a Special Agent for the Department of Homeland Security where he was assigned to the Internet Crimes Against Children Task Force and deployed as an undercover operative for the U.S. Child Sex Tourism Jump Team. He has worked every type of case imaginable in the fight to dismantle child trafficking rings. Ballard has worked undercover in the United States and in multiple foreign countries to infiltrate child trafficking organizations. In this effort, he has successfully dismantled dozens of these organizations and rescued countless children from sex slavery. He is an expert at managing Internet investigations, particularly those dealing with file-share networks where pedophiles and traffickers go to trade in child pornography. He has trained hundreds of law enforcement officers and has testified before the United States Congress on best practices to liberate children from sex slavery.
Ballard has been featured on many national news outlets to discuss his efforts to combat child trafficking. He has appeared on Fox & Friends, Fox News Sunday with Chris Wallace, The Meredith Vieira Show, CBS Nightly News, ABC Nightline, and CNN Headline News, MSNBC, The Glenn Beck Program, as well as many local news shows.
Ballard is the best-selling author of "The Covenant: One Nation Under God," and is the author of the sequel to that work, "The Covenant, Lincoln, and The War." He has taught American and International Politics courses at Imperial Valley College, San Diego State University, and American Heritage School. He has been featured regularly on both local and national TV and radio programs to discuss American history and politics and the role America has played in defending liberty at home and abroad. He has often commented on how his academic work in American history has provided him the inspiration and motivation to rescue children--to carry on the American tradition of liberating the captive. He recently received the distinguished George Washington Honor Medal from the Freedoms Foundation at Valley Forge.
After serving a church mission to Chile, Ballard graduated Cum Laude with a BA in Spanish and Political Science from Brigham Young University. He went on to graduate Summa Cum Laude with an MA in International Politics from the Monterey Institute of International Studies. He resides in California with his wife and children.
Head and Chief Investment Officer
Absolute Return Investments InvestcorpView Bio
Lionel Erdely is the Head and CIO of Alternative Investment Solutions at Investcorp, overseeing its diverse offerings in Hedge Fund Partnerships, Special Opportunity Portfolios, Alternative Risk Premia and Multi-manager Solutions. Under his leadership, the AIS platform has broadened its institutional investor base globally including large public pension plans, sovereign wealth funds, insurance companies, endowments and foundations and family offices. Mr. Erdely was instrumental in developing a dedicated cross asset research team and early adoption of Alternative Risk Premia as a key competency. Investcorp continues to specialize in Emerging Managers and has invested in more than 80 managers in the first year of their launch and 20 managers on Day 1 as a Strategic Partner. Mr. Erdely serves as a member of Investcorp's Operating Committee, the Financial and Risk Management Committee, and chairs the Investment Committees for Alternative Investment Solutions.
Prior to joining Investcorp in 2013, Mr. Erdely worked for 11 years at Lyxor Asset Management, where he held the dual position of Chief Investment Officer (2004 – 2013) and Chief Executive Officer of Lyxor Inc. (2009 – 2013). Prior to joining Lyxor, he was a Vice President in the Equity Corporate Finance department at Société Générale, where he worked on several IPOs, capital increases and convertible bond issues. Mr. Erdely holds an M.B.A. degree in Finance from the école Supérieure des Sciences économiques et Commerciales (ESSEC) in Paris.
PAAMCO Launchpad/Atlantic Aligned InvestorsView Bio
Andrew W. Gitlin is the CEO of PAAMCO Launchpad as well as Atlantic Aligned Investors LLC. PAAMCO Launchpad is a unique Hedge Fund seeding platform that partners and co-invests with forward looking institutional investors to support the launch of talented Hedge Fund professionals. The initial partner on the platform is the Employee Retirement System of Texas. Gitlin has been a pioneer and leading executive in the hedge fund and manager seeding space for almost 30 years. Andrew began his career as the executive responsible for conceiving and launching the first US commercial bank Hedge Fund at Chase Manhattan Bank. Through that experience Andrew was focused on developing early due diligence techniques and identifying emerging as well as accelerating investment talent for allocation into the late 1980's. Subsequently Andrew joined AIG International Asset Management as CEO where he built one of the first large scale multi manager and seeding platforms. Over 10 years Andrew built this business from zero to a multibillion-dollar business which he led through the ultimate spin-out from AIG. Following AIG, Andrew launched his own commodity arbitrage hedge fund which grew to $1bill within 18 months. Andrew subsequently partnered with the Dubai government to build out an alternative investment business in the GCC, and launched Prime Allocation Group to identify, fund and nurture emerging managers. Gitlin graduated with a BS form Cornell in Industrial and Labor Relations. Mr. Gitlin is also the author of the book Strategic Currency Investing.
Director of Due Diligence
Bostwick CapitalView Bio
Maura Harris manages operational and vendor due diligence at Bostwick Capital, a fund of funds based in New York. In addition, Maura is an Advisor to Centrl, a next generation financial technology platform automating third party due diligence. Previously, Maura designed, implemented and managed a global operational due diligence program at the Permal Group, an institutional multi-strategy multi-manager investment firm (rebranded Entrust Global). Maura's experience in operational due diligence dates back to the early 2000s. Today, she strongly advocates for modernizing processes with technology in an effort to create efficiencies and seek validated risk opinions.
Over her 25+ year financial services industry career, Maura has worked at AITEC, GAM, Bank of America, Prudential and Scor.
Howard Hughes Medical InstituteView Bio
Member of senior team managing HHMI's $18 billion endowment. Lead research on global markets and the Fund's asset allocation and overall risk profile. Vet all investments decisions and source managers and investment opportunities across all assets. Publish quarterly investment strategy reports for the Board of Trustees and present key findings. Manage, mentor and hire a team of analysts working across all asset classes to conduct macroeconomic research and help evaluate the attractiveness of new investment opportunities. Previously managed a $2 billion alternative asset portfolio of investments in hedge funds, opportunistic distressed strategies, real assets and related co-investments
Newark Venture PartnersView Bio
Joanne joins NVP with a unique blend of experience including investment banking, private equity/venture capital and entrepreneurship. In her most recent role as an education investor with University Ventures, Joanne sourced, vetted and supported seed and growth stage investments in companies transforming the higher education space. She is also co-founder of a Newark-based social enterprise, called Locus Labs, aimed at expanding community access to digital manufacturing technology. Joanne was previously an investment banking Associate at JPMorgan, and a TeachForAmerica corps member in NYC. Joanne has a M. Ed from Hunter College and a BA in Economics from Barnard.
Michael Pierog is a Managing Director and Head of the Strategic Alliance Fund ("SAF") Group, Blackstone's hedge fund seeding business, for the Hedge Fund Solutions Group. Prior to joining the SAF Group, Mr. Pierog was head of Credit Strategies in BAAM, where he was involved in hedge fund manager evaluation, selection, and monitoring as well as structured and corporate credit investments.
Before joining Blackstone in 2013, Mr. Pierog was a Vice President in the Distressed and Special Situations group at Barclays Capital. Prior to working at Barclays, Mr. Pierog was an associate at Davidson Kempner Capital Management.
Mr. Pierog received a BA in Economics from Amherst College where he graduated cum laude and an MBA from the Wharton School of Business at the University of Pennsylvania.
James Rosebush is a widely recognized leader in building and managing corporate and philanthropic organizations and serving as the outsourced CEO and senior advisor for wealth families, and family offices. For over twenty years he has been CEO of an international consulting firm, GrowthStrategy, Inc. a company focused on management strategies, finance and wealth management, marketing, and communications, throughout the world.
He pioneered a holistic approach to organizational consulting which has resulted in measurable growth in earnings or assets under management for corporate clients. GrowthStrategy clients have included major international companies and startups such as JPMorgan, Mercedes-Benz, Tudor Investments, Bankers Trust, Bessemer Trust, McDonald's, Sapient, Cannon, Coca-Cola, The Carlyle Group, Stargazer Fund, GlobalBond Fund, Columbia Capital, Cisco Systems, Calibre, Northgate Capital, Medigo, Children's Hospital Los Angeles, Mitretek, and over 300 others.
PAAMCO PrismView Bio
Jackie Rosner, CFA, FRM, CMT, CAIA (New York) is a Managing Director, joined the firm in 2013 and is a member of the Portfolio Management team, with a specific focus on global macro, relative value, managed futures, and quantitative strategies. Prior to joining, Jackie was a Managing Director, head of global macro and systematic trading strategies, and a member of the executive committee at Union Bancaire Privee Asset Management in New York. Prior to UBP, he was a proprietary trader at BNP Paribas in New York. Jackie has also been a portfolio manager at both Archeus Capital Management and Millennium Partners, and was a founding member of a proprietary trading desk in the fixed income department of Chase Manhattan Bank/J.P. Morgan. Jackie began his career at Salomon Brothers (Citibank) where he held various positions of increasing responsibility primarily focused on quant, trading, and fixed income strategies. He is on the advisory board for the MIT Sloan Department of Finance, volunteers as a master's thesis supervisor at the Department of Mathematics at NYU Courant, and guest lectures at Columbia University's Department of Financial Engineering. Jackie holds a BS in Economics, a BS in Management Science, and an MSc in Management from the Sloan School of Management at Massachusetts Institute of Technology. He also holds an MSc in Mathematical Finance from New York University and has earned the following designations: CFA, CAIA, CMT and FRM.
BlackRock Alternative AdvisorsView Bio
Edward Rzeszowski, Managing Director, is a member of BlackRock Alternative Advisors (BAA), the firm's Hedge Fund Solutions team. Mr. Rzeszowski is a member of the Absolute Return Strategies Manager Research group within BAA and is a member of the BAA Management Committee. He is also a portfolio manager and is responsible for the sourcing, evaluating and monitoring of hedge fund managers.
Mr. Rzeszowski's service with the firm dates back to 1995, including his time with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, Mr. Rzeszowski was a Senior Hedge Fund Analyst and Portfolio Manager for the Global Horizons product. Prior to joining MLIM in 1995, Mr. Rzeszowski was responsible for the consolidation of managed futures risks at OMR Systems Corporation.
Mr. Rzeszowski earned a BA degree in economics and finance from the University of Pittsburgh in 1993.
Cliffwater LLCView Bio
Chris is a Managing Director at Cliffwater LLC covering global macro and relative value strategies on the hedge fund research team. Prior to joining Cliffwater in 2011, Chris was a Senior Analyst at SAIL Advisors, where he focused on manager selection and due diligence as Head of Research for tactical trading and relative value strategies. Previous experience includes working for ING Investment Management, Antarctica Asset Management, Societe Generale Barr Devlin, and CIBC World Markets.
He earned a BA in Economics and Anthropology from the University of Pennsylvania and a MComm in Finance from the University of New South Wales, where he was a Federation Scholar. Chris is a Certified Public Accountant, holds the Chartered Alternative Investment Analyst designation, the Chartered Financial Analyst designation, and is a member of the New York Society of Security Analysts.Chris has broken 9 Guinness World Records, and has run marathons on all 7 continents and in all 50 US states.
CEO/Chief Investment Strategist
MB AdvisorsView Bio
Milton Berg, CFA, is the CEO and Chief Investment Strategist of MB Advisors, LLC. He has worked in the financial services industry since 1978, with an extensive background in various roles on the buy side. Milton founded MB Advisors in 2012 to address a need for high-quality independent research with a macro, technical and historical focus.
Milton began his career as a Commodities Analyst and Trader at Swiss-based Erlanger and Company. In 1980, he was a Fund Manager at First Investors Corp. and managed a natural resource fund as well as an option writing fund. In 1984, he moved to Oppenheimer and managed three mutual funds which were each ranked as the top performer over a five-year period by Lipper. Milton then became a Partner at Steinhardt, one of the earliest hedge funds on Wall Street. More recently, he has worked with well-known titans of the hedge fund world including Michael Steinhardt, George Soros, and Stanley Druckenmiller (Duquesne).
Milton's work has been featured in the Wall Street Journal, New York Times, Barron's, and Institutional Investor, in addition to other media outlets. His groundbreaking report “The Boundaries of Technical Analysis” was published in the summer of 2008 in the MTA's Journal of Technical Analysis. His 2015 research report “Approach to the Markets” outlines his method for analyzing the stock market.
Milton has held a Chartered Financial Analyst designation since 1979. The Institute for Economic Research named Milton as the Mutual Fund Manager of the Year in 1987 given his performance during the crash. That same year, Milton was jointly named with Stanley Druckenmiller as Mutual Fund Manager of the Year by Sylvia Porter's Personal Finance Magazine.
Quad GroupView Bio
Since first starting his career at the Federal Reserve Bank of New York, Borish has been at the intersection of technology, financial markets and innovation. The 1987 market crash coupled with his appointment to the Presidential Task Force on Market Mechanisms (Brady Commission) fostered his commitment to public policy and nonprofits.
After being recruited by Paul Tudor Jones, Borish helped build Tudor Investments into a leading global macro hedge fund. There he led the firm's investment in research, data and computing. In addition to his hedge fund business, which he continues today at Quad Group, Borish has been an angel investor in startup technology companies including Majestic Research, Quadriserv, OneChicago and Charitybuzz. His central thesis is bringing transparency to opaque markets and shares his philosophy that more information leads to better decisions. Mr. Borish is an independent director of RMB Funds where he is audit committee certified and a Senior Advisor to M | Science, a leader in providing alternative data. He mentors young entrepreneurs as an advisory board member of ValueStream Ventures.
The intersection of poverty, policy and politics is the focus on Borish's nonprofit interests. The Robin Hood Foundation, which he is a founding trustee, brings rigorous metrics and data analysis to its effort to raise families out of poverty in New York City. Math for America, which Borish chairs the audit committee and chaired by Jim Simons, is building a community of accomplished mathematics and science teachers. Borish is a trustee of the Institute of Financial Markets (IFM), which seeks to increase public awareness and understanding of the importance of financial markets and the financial service industry to the global economy.
At the intersection of finance, early stage technology and nonprofits, Borish is uniquely positioned to track the spectrum of opportunities across the investment universe. As such, he regularly shares his expertise and appears on Bloomberg, YAHOO! and CNBC, to name a few.
SkyView Investment AdvisorsView Bio
Larry is a co-founder of SkyView Investment advisors and his career spanned a number of milestones within the financial industry.At Riverview Investment Advisors, Larry focused on manager research and helped grow assets under management in excess of $2 billion internationally. He also served as a risk manager for BPV Capital as AUM grew from under $200m to over $2 billion.Larry's career at Soros Fund Management spanned over 16 years where he built the performance and risk analytics group. He also expanded the outside manager (i.e. satellite) network to over $4 billion. While at Soros assets under management grew from under $400 million to over $25 billion.While at Drexel Burnham, Larry was a member of the Los Angeles based High Yield & Convertible Bond Group headed by Michael Milken. Larry frequently speaks and contributes to various venues within the alternative asset industry. He has met with hundreds of managers during his career. He is an active community member and devotes his time to expanding access to the arts.
Partner & Chief Investment Officer
Trumark CompaniesView Bio
Mr. Kliewer is a partner and Chief Investment Officer for Trumark Companies, and serves on its Board of Directors. He was instrumental in the launch of Trumark Investments and continues to be responsible for all aspects of operations. Mr. Kliewer brings a deep background in real estate acquisitions, financing and neighborhood design developed over the past two decades at Trumark Companies. He became president of Trumark Companies in June 2002 after four successful years of running the company's land acquisitions as vice president. Prior to joining Trumark, Mr. Kliewer worked at the law firm of Luce, Forward, Hamilton & Scripps LLP in San Diego. Mr. Kliewer received a J.D. degree from Pepperdine University School of Law where he was a member of the Pepperdine Law Review. Additionally, he received his B.A. degree from the University of California, Los Angeles.
KAS HoldingsView Bio
Ken Shewer is the Founder of KAS Holdings a multifaceted family holding company. Through KAS Holdings he became a Founder and Managing Member of Inception Point and a Founder of AIKAS Partners. In addition he was a Founding Partner of The Kenmar Group.
Inception Point was formed in 2017 to seed and accelerate hedge fund managers. Through Inception Point Ken and his partners are looking to invest in and help grow the next generation of asset management firms.
AIKAS Partners was created in 2016 to invest in and advise on strategy for start up FinTech companies.
The Kenmar Group started in 1983. At Kenmar he built and acquired numerous hedge fund businesses.
Ken, on behalf of the companies which he was/is a partner, has invested billions of dollars with asset managers and financial technology companies globally, many of whom he backed on day one or early in their careers.
Ken has managed large teams dedicated to research and due diligence. He has overseen the risk and operational soundness of both the investors, investments and their investment vehicles. He has structured and operated investments around the globe in multiple jurisdictions to suit investors’ needs.
Prior to forming The Kenmar Group, Ken worked in the international commodities trade as a Vice President and Director of Pasternak, Baum and Co, where he was responsible for the merchandising of grains to importers and exporters around the world.
Ken has participated in various charitable causes as a board member and contributor throughout his career. He graduated from Syracuse University with a BS degree.
Spouting Rock Asset ManagementView Bio
Andrew joined SRAM in 2017 after 30 years in the industry. He is responsible for the asset management division of Spouting Rock.
Prior to joining SRAM, he was the Co-Head of Americas and Chief Operating Officer for Aberdeen Asset Management Inc. While at Aberdeen, he held various roles including CCO for their North American Closed End Funds as well as Chief Financial Officer and Chief Operating Officer for Aberdeen in the Americas.
Andrew joined Aberdeen as the result of the acquisition of Murray Johnstone. Andrew began his career with Murray Johnstone in 1987 where he held a number of financial roles before transferring to their US subsidiary in 1998. Andrew attended Glasgow University as well as graduating with a HND in Accounting from Glasgow College of Commerce. Andrew also enjoys golf, swimming and traveling with his family.
Shinnecock PartnersView Bio
Alan is the Founder and Managing Partner of Shinnecock Partners. Alan was the Founder, CEO, President, and Chairman of the Board of Answer Financial Inc. and Insurance Answer Center, CEO of Aurora National Life Assurance, President/COO of First Executive Corporation and Executive Vice President and Board Member at Dean Witter Financial Services Group (predecessor to Morgan Stanley), where he formulated the launch of the Discover Card as a member of a three-person team. He is also the former Chairman, President and Board Member of the Western Los Angeles Boy Scout Council. Alan is a graduate of Georgetown University and Harvard Business School, where he was a Baker Scholar.
Patrick St. Denis
Director of Investments
Spouting Rock Asset ManagementView Bio
Patrick joined SRAM in August 2015 and has 12 years of experience in the industry. He is responsible for managing our Manager Select platform – liquid alternative solutions as well as our hedge fund partnership and consulting businesses.
Prior to joining SRAM, Patrick was an Associate Director for Zurich Alternative Asset Management, LLC, an Alternatives Investment Group for Zurich Insurance Group. He conducted investment/manager research and due diligence as a member of the groups' hedge fund team responsible for a $2 Billion investment portfolio.
Patrick began his finance career as an Associate at UBS Investment Bank where he spent three years in the Mortgage Finance and Trading Group. He graduated from Union College with BA in Economics, is a member of the CAIA Association as a Chartered Alternative Investment Analyst and holds FINRA Series 65 license. Patrick also enjoys travel with his family, music, and backyard gaming.
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