Table Talks

Table Talks is a unique and successful meeting format that leverages the intellect of our community by bringing together thought leaders in the alternative industry to discuss a variety of topics table side.

We have deconstructed the traditional panel format by bringing the panels to the delegates via individual interactive tables. Each table will be co-hosted by an industry expert and an allocator. Learn about your preferred topics and build new relationships. Delegates will select 3 topics from the available selection using our Table Chooser software. Each Table Talk session lasts 30 minutes.

Industry experts interested in hosting a table can contact us for pricing.


How Investors Value Portfolio Companies: New Guidance on Best Practices

Renee Ford
Elliott Davis

David Scalzo
Kirenaga Partners
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David co-founded and served as CFO for AdvisorEngine Inc, and now sits on its Board of Directors. In addition, he has 20+ years experience initiating, growing and managing businesses; having served as COO for the Securities Client Management Team at Credit Suisse, as Head of Investor Services and Client Services at Citadel Solutions, as a Managing Director at Bear Stearns in charge of Strategy and Business Development for the Global Clearing Services Division, and as Director of Operations for Precision Plating Company in Chicago.

David serves on the Board for the Northwestern University Wildcat Athletic Venture Enterprise (NU/WAVE) investment fund, as well as numerous former and current portfolio companies.

David graduated with a BS in Mechanical Engineering from Northwestern University, a Masters in Manufacturing Engineering from the Illinois Institute of Technology, a Masters in Engineering Management from Northwestern University, and a Masters in Business Administration from the Kellogg School of Management at Northwestern University.


Raising Capital From Canada

Joshua Leonardi
TD Prime Services
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Josh Leonardi is a Director and the Head of Capital Introduction at TD Securities LLC. Josh joined TD in May 2018 and is responsible for overseeing TD's Capital Introduction offering. Prior to joining TD, Josh was at Goldman, Sachs & Co. for 7 years where he first served as a Vice President and Assistant General Counsel for the Prime Services business before moving to Goldman's Capital Introduction team in 2015. Josh began his career at Fried Frank in 2006 where he was an associate in the firm's Asset Management practice and focused primarily on the structuring and representation of hedge funds and other alternative investment products. Josh received a B.B.A. in Finance from The George Washington University and his J.D. from New York Law School.


Transparency and Control - Benefits of Investing Via an SMA

David Abramson
FNY Capital Management
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I grew up in the Insurance business running an Independent Property and Casualty Brokerage. In 1998 I joined First New York as a trading assistant for one of the partners working within their Domestic Equity Group. I then transitioned to running my own long/short equity portfolio focusing on the Insurance Industry in the middle of 1999. I moved from First New York to Carlin Financial Group and then the Royal Bank of Canada functioning as the COO and Managing Director of a few different proprietary trading broker dealers. In June 2014, I returned to FNY to work the management team on building a robust allocation platform in a very entrepreneurial fashion.

I am from Monticello, NY but currently live in Demarest NJ. I graduated from Syracuse University and I am married with three children.


A Practical Guide - Putting Protections in Place Before Becoming a Victim of a Cyber Attack

Kirsten Bay


How to Build a Relationship with a Consultant

Chris Solarz
Cliffwater LLC

Suzanne Wei
Cliffwater LLC


Getting Yield Without Undue Risk of Long Duration and Scant Liquidity

Alan Snyder
Shinnecock Partners


Finding Value Investing in Early Stage Companies

Joanne Lin
Newark Venture Partners


Opportunities and Challenges of Implementing Big Data As An Investment Strategy

Gene Getman
Lombard Odier
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Coming Soon

Alkesh Gianchandani
Lombard Odier Investment Managers
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Alkesh Gianchandani is the head of Investor Relations for North America for Lombard Odier Investment Managers. Lombard Odier Investment Managers (LOIM) has more than 50 years of experience managing institutional assets, with over USD 48 billion under management. The LOIM 1798 Alternatives business provides clients with strategies leveraging differentiated, capacity-constrained, focused expertise with the resources of a global investment firm. The portfolio managers benefit from the robust infrastructure, support, and collaborative environment provided by the 1798 Alternatives business, while managing their differentiated strategies in an autonomous manner. The 1798 strategies of LOIM aim to provide a source of solutions with varied risk/return profiles dependent on the needs of the investor.

Prior to LOIM, Alkesh was a Senior Member of the Institutional Sales team and a Lead Product Expert in the Hedge Fund and Alternative Risk Premia business at Deutsche Bank. Prior to Deutsche Bank, Alkesh held senior marketing roles at private equity and hedge funds, focusing on distribution efforts exclusively to Institutional Investors. Alkesh started his Alternatives career by building out the hedge fund business at RiskMetrics Group (now MSCI) and spearheading the work on the HedgePlatform risk transparency reporting services. After RiskMetrics, Alkesh headed up Institutional Sales at Robeco Asset Management and Monsoon Capital. Alkesh is a graduate of New York University (MBA) and Lehigh University (BS).


The Argument For Seeding

Lionel Erdely


How to Avoid the Pitfalls & Benefit from an ODD Review

Maura Harris
Bostwick Capital


How Investors Assess and Integrate Quantitative Strategies in a Diversified Portfolio

Jessica Nicosia
Wilshire Associates


Finding Alpha Through Investing in Women on Broadway

Valerie Novakoff
Broadway Women's Fund


Alternative to Seed Capital

Jeffrey Spotts
Prophecy Asset Management


Institutional Allocation into Alternatives - How it Really Works

Alison Gerlach
Breakthrough Ventures


Benefits of Investing in Emerging Managers

Lawrence Newhook
Alpha Innovations

Sal Shah
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Alternative Investment Industry Audit Partner with deep expertise serving clients and specializing in the financial services industry. Over 25 years serving investment management entities having served with big four and large national accounting firms.Have led and served as an advisory and assurance services practitioner for investment management entities such as hedge funds, private equity funds, venture capital funds, mutual funds, fund of funds, collateral debt obligation funds, foreign currency,structured products, mortgage-backed assets trading and securitization companies. Particularly consummate with newly formed partnership exemption rules under Section 3C(1) and 3C(7) of Investment Companies Act of 1940, as well as other formation and accounting issues of investment partnerships - portfolio warehousing interest, capital calls, compensation interest, transaction structuring of foreign portfolios through blocker entities and setting up of complex incentive fee calculations.

Have a deep understanding of esoteric instruments such as asset based debt, mortgage based securities, distressed debt instruments, private equity/debt investments, venture capital investments, etc. Have served alternative investment clients ranging from startups to $25 Billion AUM with a strong understanding of client reporting, compliance monitoring, management and incentive fees, investor capital transactions, portfolio valuation, performance measurement, and trade reconciliation. Highly adept with SEC examinations of auditors work papers. Experience serving hedge funds provides me with a deep knowledge of investment strategies and valuation methodologies, due diligence, and general and operational evaluations.

Am a frequent speaker at industry events on topics such as FAS 157, Small Business Investment Companies (SBICs), and asset-backed lending and am also a key resource to a number of illustrious, trade and industry publications.


Finding Alpha and Tax Efficiency in the Municipal Market

Joseph Marren
KStone Partners


Institutionalizing Your Business to Win an Investor Mandate - Benefits of an Outsourced Model

Thalius Hecksher
Hecksher Partners

Lawrence Chiarello
SkyView Investment Advisors
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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.


Alternative Investment Platforms and their Benefits for Managers

Peter Murrugarra
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Peter is responsible for due diligence and manager research at ClearVest, and is a member of their Investment Committee.  Prior to joining ClearVest, he was a Managing Member at Inti Capital, LLC, an outsourced investments office. Previously, Peter served as Event Driven & L/S Equity Strategy Head at ACAM Advisors LLC, where he was responsible for monitoring, evaluating and approving managers in those strategies. He also served as a member of ACAM's Investment and Research Committees.  Prior to ACAM, Peter was a Research Analyst at Weston Capital Asset Management, LLC incubator platform, responsible for sourcing and evaluating hedge fund managers for seed investment.  Prior roles while at Weston included serving as a Research Analyst for the fund of hedge funds, responsible for sourcing, investment and operational due diligence, as well as ongoing monitoring of hedge fund investments. He has also assisted with select capital raising efforts for the platforms.

Peter received his Masters of Science, Investment Management, from the Questrom School of Business at Boston University, graduating Magna Cum Laude, and Bachelor of Science, Finance from the Dolan School of Business at Fairfield University.


Renee Ford

"We at Elliott Davis value our relationship with Hedge Connection and consider them an important trusted partner. We appreciate the opportunity at the GFF to meet many talented managers and thoughtful investors, especially during Table Talks, that facilitates quality relationship building and the exchange of strategic information about what's going in in the funds industry."

-Renee Ford

Shareholder, Elliott Davis