Private Funds Forum
Attendee Booklet
Private Funds Forum
Park City, Utah
Monday, September
15th
Tuesday, September
Arrival & Welcome Reception
WHEN - 5:00 PM
WHERE – Pool house Bar & Grille
16th Day 1 Business Meeting
WHEN - 9:00 AM - 4:00 PM
WHERE – Grand Ballroom 1
Group Dinner
WHEN - 6:00 PM
WHERE – The Spur, 352 Main St, Park City
Wednesday September
17th Day 2 Business Meeting
WHEN - 9:00 AM - 4:00 PM
WHERE – Grand Ballroom 1
Group Dinner
WHEN – 6:00 PM
WHERE – KITA, Pendry Park City
AGENDA SPONSORS ATTENDEES
Organized by
AGENDA SPONSORS ATTENDEES
Thank You To Our Sponsors
AGENDA SPONSORS ATTENDEES
Gold
Silver
Attendees
Michael Ahmed
Managing Group Director, Field Point Private
mahmed@fieldpointprivate.com
Phone: 732-925-3982
Mr. Ahmed joined Fieldpoint Private in 2024 with banking experience spanning two decades, in increasingly senior roles. His career has been dedicated fully to commercial and private banking, and he has developed expertise across the full spectrum of banking solutions as they apply across a diverse portfolio of clientele, including high-net-worth families, venture capital, private equity, real estate investors and non-profit organizations. Mr. Ahmed takes pride in partnering with each unique client to offer personalized white glove financial guidance.
Most recently, Mr. Ahmed was an associate group director with Signature Bank and its successor, Flagstar Bank. Prior to that he held positions with First Republic Bank as district manager and preferred office banking manager. Earlier in his career he was with Citibank, where he advanced from personal banker to branch manager.
Mr. Ahmed holds a bachelor’s degree from the State University of New York at New Paltz and works in Fieldpoint’s New York City office.
AGENDA SPONSORS ATTENDEE
Frank Anduiza
Managing Director, Vistra
frank.anduiza@vistra.com
I am a relationship driven business development executive; focused on solutions for alternative investment clients across the entire life cycle. Sales experience Includes delivering Prime Brokerage financing solutions, fund administration and global custody solutions.
Nikhil Ashra
Senior Commercial Development Director, Sonata One
linkedin.com/in/nikhil-ashra
nikhil.ashra@sonataone.com
Nikhil is part of a global Commercial Team based in New York. He is responsible for driving business growth through new client acquisition and the expansion of our strategic channel partnerships—leveraging his extensive private markets network.
He brings over 15 years of experience in business development and relationship management across the alternatives space, with a particular focus on fintech, capital allocation and wealth management.
Most recently, Nikhil held senior roles at private markets-focused fintech firms Canoe Intelligence and iCapital, where he developed a deep understanding of the sector’s operational challenges and the ways in which technology can unlock meaningful efficiencies.
Outside of work, Nikhil enjoys spending time with his family, traveling and staying active through sports.
Nicole Belmont
Managing Director, Head of Research, Far Hills Group
www.linkedin.com/in/nicole-belmont-caia-55716713
nbelmont@farhills.com
Nicole Belmont joined the Far Hills Group in 2001. Her current responsibilities include leading the firm’s efforts in sourcing new managers including analyzing and vetting new managers and strategies, conducting due diligence, and overseeing the onboarding process. In her role as the firm’s gatekeeper, Nicole routinely meets with hedge fund and private equity managers with a focus on analyzing their ability to raise institutional assets. Additionally, Nicole oversees the firm's research efforts with a focus on creating differentiated and value-added manager communications. Prior to joining Far Hills Group, Nicole was employed by ING Furman Selz Asset Management (IFSAM) where she was responsible for research and market analysis that supported their alternative investment platform, ING Alternative Asset Management. In that role, she was responsible for developing and creating marketing materials focused on manager differentiation, quantitative analysis, client reporting, and interacting with both the consultant and hedge fund database communities. Prior to joining IFSAM in February 2000, Nicole was employed by Mainstay Mutual Funds as a Marketing Associate where she was responsible for developing programs to enhance sales productivity within the broker/dealer distribution channel.
Nicole received her MBA in Marketing from Pace University and her BS from Manhattan College. She received her Chartered Alternative Investment Analyst designation in 2007.
Benjamin Beer
Gary Berger
Managing Director, Head of Research, CohnReznick
www.linkedin.com/in/gary-berger-a561145
Gary.Berger@CohnReznick.com
Office: 646-625-5733 | Mobile: 201-247-1776
Gary Berger is an audit partner at CohnReznick LLP and serves as the Northeast Financial Services Industry Leader. Based in the Firm’s New York office, he is extensively involved in the Firm’s Financial Services practice and has more than 30 years of experience serving domestic and offshore hedge funds, private equity funds, venture capital funds, and fund of funds.
Gary provides advice on fund start up issues including organizational structure, economic and tax issues, seeding arrangements, and general business consultation. He serves as a relationship manager on numerous clients and is responsible for coordinating, managing and performing audit services of funds.
Gary is a frequent speaker at financial services conferences and seminars. He has presented on numerous industry topics including, how to launch a hedge fund, valuation and fair value of investment portfolios, organizational and tax issues associated with investment partnerships, opportunity zones, and accounting and technical issues for investment partnerships.
Prior to joining CohnReznick, Gary headed up the hedge fund practices nationally for KPMG and Rothstein Kass.
Joshua Blumenthal
Audit Partner, CohnReznick
https://www.linkedin.com/in/joshua-l-blumenthal/
Joshua.l.blumenthal@cohnreznick.com
Phone: 646-448-5411 | Mobile: 201-341-4124
Joshua Blumenthal is an audit partner of CohnReznick’s Financial Sponsors & Financial Services Industry Group. He has more than 20 years of experience providing audit and other attestation services to the alternative investment industry, including hedge funds, private equity funds, venture capital funds, and fund of funds.
Josh is responsible for coordinating, managing and performing audit services for alternative investment vehicles. He provides guidance on fund structuring, fee allocations, seeding arrangements, best practices as well as reviewing and commenting on fund offering and governing documents.
Joshua started his accounting career at Rothstein Kass in October 1998 and worked his way up through the ranks to become partner in July 2006. He joined CohnReznick in May 2019 from KPMG LLP where he was an audit partner since July 2014, when Rothstein Kass was acquired by KPMG.
Josh regularly speaks at industry events and contributes to industry thought leadership articles and publications.
Frank Bukowski
Managing Director, Business Development, Formidium
https://www.linkedin.com/in/frankbukowski/
frank.Bukowski@formidium.com
20+ years of relationship/business development experience in alternative assets, I currently specialize in providing highly automated back and front-office fund solutions to investment leaders.
My expertise spans various alternative strategies, including venture capital (VC), private equity (PE), private credit, digital assets, SPVs, credit, long/short equity, etc.
My work experience includes several years at JPMorgan providing traditional banking services to this highly specialized industry.
AGENDA SPONSORS ATTENDEE
Lindsay Burckett-St. Laurent
Senior Managing Director, IQ-EQ
linkedin.com/in/lindsay-burckett-st-laurent
lindsay.burckett-stlaurent@iqeq.com
Lindsay helps firms integrate Governance, Risk, and Compliance (GRC) frameworks into their operations, balancing regulatory requirements with business objectives. She has experience managing SEC and NFA examinations, regulatory filings, advertising and marketing reviews, and compliance trainings. She also assists clients in coordinating with regulators, administrators, prime brokers, auditors, and legal counsel.
She has taken on the role of shadowing IQ-EQ's CEO in the Americas for the next year, gaining broader insight into the firm’s strategic initiatives and leadership decisions. She is also a member of CHIEF, a private network focused on supporting women in executive leadership.
Before joining IQ-EQ (formerly Greyline), Lindsay was Director of Compliance at ParkRiver Fund Solutions, LP. She previously supported the broker-dealer and investment adviser businesses at Loeb Partners Corporation/Loeb Capital Management and began her career at Lehman Brothers in the Corporate Counsel department.
Matt Burk
Founder and CEO, Verivest
linkedin.com/in/mwb
matt.burk@verivest.com
Founder and CEO of Verivest Fund Services. 30+ year entrepreneur and 11 time real estate asset-based investment fund manager turned fund advisor, coach and fund administration executive. 506 Regulation D pooled investment fund expert and lead advisor on the business architecture and creation of 100s of discretionary pooled funds for real estate sponsors, private lenders, and other fund managers across all strategies and asset types with a focus on real estate asset based investments, both debt and equity.
Author of "Capital Attraction: The Real Estate Entrepreneur's Essential Guide to Raising Capital".
Gary Butler
Director & Legal Counsel, International Management Servies
linkedin.com/in/gary-butler-cayman
gh.16@hotmail.com
A resident of the Cayman Islands, is a Solicitor of the High Court of England and Wales (non-practising, but holding a current practising certificate). Mr. Butler is a Professional Director in the Cayman Islands registered pursuant to the Directors Registration and Licensing Law 2014. Mr. Butler previously also practised law in Scotland, Jersey and the Cayman Islands. Mr. Butler is employed as Managing Director & Legal Counsel and serves as a director on a limited number of boards of alternative investment funds and special purpose vehicles. Prior to joining IMS he was Legal Manager for the Close Brothers offshore group of companies across their Jersey, Guernsey and Isle of Man offices, advising on corporate, trust & fiduciary, investment fund and other ad-hoc legal matters. Prior to that, he was a Senior Associate with a top tier offshore law firm, working in their Business and Trust Law Group out of their Jersey office and has also worked in the formation of investment funds for a Cayman Islands law firm. His expertise is in the fields of corporate and fiduciary law, with an emphasis on offshore structures. He is currently a member of the executive committee of the Cayman Islands Directors Association (CIDA).
Joe Cassano
Partner & Leader, Withum’s Financial Services Group
www.linkedin.com/in/joseph-cassano-cpa-b275116
jcassano@withum.com
646-604-4194
Joe Cassano is a partner and leader of Withum’s Financial Services Group based out of the Firm’s New York office. With over 14 years of experience, Joe provides accounting, tax and consulting services to clients in the alternative investments sector. He is currently a business advisor to various alternative investments, including hedge funds, fund-of-funds, and private equity funds.
Joe’s experience with alternative investment (including hedge fund of funds) includes funds with assets under management ranging from $1 million to $5 billion and consists of a wide range of financial products including common stock, derivatives and various debt instruments.
Jason Chertin
Co-Chair, Investment Funds & Asset Management, McMillan LLP
www.linkedin.com/in/jason-chertin-17486731
jason.chertin@mcmillan.ca
Jason Chertin is the Co-Chair, Investment Funds and Asset Management at McMillan LLP. A significant part of Jason's practice encompasses working with investment fund managers, portfolio advisors and dealers in establishing, marketing and maintaining investment products, including privately offered domestic and offshore funds, publicly offered mutual funds and other exchange-traded funds. Jason also provides ongoing advice to Canadian and non-resident managers with respect to registration and compliance obligations, and assists clients with regulatory reviews and audits.
Lauren Colonna
Managing Partner, Ovis Creative
linkedin.com/in/lauren-colonna-b800281
lcolonna@oviscreative.com
Creative communication and design specialist focused on brand building initiatives and strategic marketing solutions for financial services clients across alternative asset management, wealth advisory/RIAs, hedge funds, private equity, real estate investing, private capital, private credit and multi-family offices.
Specialties: Marketing Communication, Branding, Corporate Identity Development, Pitchbooks, Performance/Transparency Reporting, Website Development, UX/UI, Outsourced CMO Solutions, Investor Relations/IR Automation, SEO/SEM, Strategic Messaging, Content/Digital Marketing Programs
Sheila Crosby
Partner Funds & Investment Management, Alexanders
sheila@alexanderslaw.com
I advise global asset managers, institutional investors, fintech innovators, and onshore legal professionals on navigating the complexities of offshore fund formation, digital assets structuring, and regulatory compliance.
With deep expertise in investment funds, fintech, blockchain and crypto structures, and compliance advisory services, I work closely with clients to design tailored solutions that balance innovation with regulatory integrity. My practice spans from structuring sophisticated offshore hedge and private equity funds and crypto structures, to advising Web3 entrepreneurs, asset managers and financial institutions on Cayman’s evolving regulatory landscape.
Gautam Ganeshan
Partner, KPMG
linkedin.com/in/gautam-ganeshan-cpa-ca-cfa-4696931a
gautamganeshan@kpmg.ky
I am currently a Partner at KPMG in the Cayman Islands specializing in the Alternative Investments Industry including Digital Assets. I have extensive experience with a variety of financial institutions including digital asset, hedge, private equity and venture capital funds, administrators, banks, mutual funds and insurance companies.
In the Alternative Investments field, I have experience with digital asset, private equity/venture capital, hedge fund and complex investments structures.
I obtained my CFA Charter in August 2015 and currently serve as President of the CFA Society Cayman Islands. I obtained my CA designation in March 2011.
Jamie Gasiorowski
Managing Director, Cohen & Co
(410) 527-3934
jgasiorowski@cohenco.com
Jamie is focused on getting investment industry clients what they need, when they need it. To deliver on each engagement, she taps into her strengths of organization, efficiency and responsiveness. Clients know Jamie’s level of detail in these areas will keep them on track.
With more than 15 years of experience, Jamie provides audit and advisory services to the investment company industry. Her work with many of the firm’s cryptocurrency hedge fund clients has led Jamie to become deeply involved in the cryptocurrency space, including accounting and financial reporting issues, as well as advising on operational and internal control solutions surrounding this asset class.
Ron Geffner
Partner/ Private Fund & Investment Lawyer, Sadis & Goldberg
rgeffner@sadis.com
linkedin.com/in/rgeffner
Former SEC Enforcement Attorney and founding partner of Sadis & Goldberg LLP. Our financial services group is very active in the formation and ongoing representation of hedge, private equity, venture capital, real estate and commodity funds with our clients located both in the United States and abroad. We take pride in understanding our clients business needs and being proactive with regard to their legal needs.
Brian Gimlett
Equity Markets Application Specialist, Bloomberg
https://www.linkedin.com/in/bgimlett/ bgimlett10@bloomberg.net
For over 20 years, Brian Gimlett has been involved in the public equity markets. Prior to his current role managing a team of equity and quantitative focused specialists at Bloomberg LP, he spent 15+ year across the sellside and buyside, first as an equity trader at Goldman Sachs, and later as a trader and analyst a multiple hedgefunds, including Healthcor and FNY Capital Management. He is a CFA charterholder and graduate of the University of Notre Dame.
David Goldstein
linkedin.com/in/david-goldstein-59013b4
dgildstein@stpis.com
Hedge Fund and Private Equity sales and relationship specialist with 20 years experience in fund structures, jurisdictions, regulations, service models and strategies. Have worked with small, start-up firms, multi-billion dollar money managers and those in between with their operational needs.
Tim Hani
Head of New Business Development, Bloomberg
https://www.linkedin.com/in/timhani/ thani@bloomberg.net
Office: 212-617-3653 | Mobile: 201-468-1798
Tim Hani leads Business Development for US Hedge Funds at Bloomberg LP. Tim joined Bloomberg LP in 2007 and has managed the emerging manager platform at Bloomberg for the last 12 years. He has worked with hundreds of emerging hedge funds in the America's, Europe and MENA region. Tim's focus and expertise is in hedge fund technology and infrastructure. Prior to Bloomberg, he worked as a portfolio salesman for Key Bank. Mr. Hani studied economics and finance at Villanova University and Ramapo College of NJ.
Jonathan Hinkley
Executive Vice President, Linedata
linkedin.com/in/jonathan-hinkley
jonathan.hinkley@na.linedata.com
As the Executive Vice President and Head of Global Services at Linedata, I leverage my 25+ years of experience in the investment management middle/back office and public accounting to deliver high-quality, scalable, and customized solutions to global clients. I hold the CPA and CGMA credentials, and I have extensive knowledge of US GAAP, IFRS, and Canadian GAAP developed while servicing multi-jurisdictional structures.
My core competencies include establishing control environments, streamlining processes, developing vision and thought leadership, leading software implementation and integration, managing client relationships, and establishing pricing strategies. I am passionate about creating value for clients by providing innovative and efficient solutions that meet their evolving needs and challenges. I am also committed to fostering a collaborative and supportive culture within my team and across the organization.
Catherine Houts
Tax Partner, KPMG
https://www.linkedin.com/in/catherine-houts-7180b144
catherinehouts@kpmg.ky
345-914-4308
Catherine has over 13 years of tax experience in Alternative Investments.
Her experience is focused on U.S. taxation of investment partnerships and foreign corporations, specifically, private equity and hedge funds. Catherine’s current responsibilities include the review of complex business federal and state tax returns of private equity, hedge funds, and FATCA compliance.
Catherine provides tax advisory services covering tax regulatory matters in the Cayman Islands. Her experience covers Cayman Islands Economic Substance Act, AEOI reporting in the Cayman Islands, and Country by Country Reporting.
Catherine has worked extensively in the area of US taxation and compliance for Hedge Funds, Private Equity Funds, Passive Foreign Investment Companies and FATCA. She has a strong knowledge and technical experience with US taxation of investment products, complex partnership allocations and the structuring of hedge and private equity funds.
Dewitt Hutchins
VP Group Director, Fieldpoint Private
https://www.linkedin.com/in/dewitthutchins/ dhutchins@fieldpointprivate.com
Mr. Hutchins is a well-established professional with over 14 years of experience in the financial services industry. Before joining Fieldpoint Private, he held key roles at First Republic Bank, where he was recognized as a top performer and specialized in providing private banking services to high-net-worth individuals and families, private equity, family offices and RIA firms.
At Fieldpoint, Mr. Hutchins leverages his deep understanding of financial products, credit analysis and residential and commercial lending to deliver customized solutions that meet the diverse needs of his client base.
A graduate of Hartwick College with a BA in business administration, Mr. Hutchins is committed to maintaining the highest standards of client service and excellence in banking. He works in our headquarters office in Greenwich, CT.
Christopher Jakob
Senior Sales Executive and Relationship Manager, Linedata
https://www.linkedin.com/in/christopherjakob/ Chris.Jakob@na.linedata.com
617-912-4798
Chris has over 25 years of experience in financial services. Starting his career as a buy-side trader at leading asset managers and hedge funds, he has expertise and knowledge in asset management, capital markets, trading, risk analytics, and operations. As an established Senior Sales Executive, selling Global Enterprise Services, Software and Technology, he works with the world’s largest financial institutions to find solutions for Front Office - Risk & Research, Middle & Backoffice -Operations, IT infrastructure and Cybersecurity, and Advisory Services.
Evelyn Jankousky
SVP Group Director, Sales Field Private
https://www.linkedin.com/in/evelyn-jankousky-7145b49/ ejankousky@fieldpointprivate.com
Ms. Jankousky brings over 30 years’ banking services to the Fieldpoint Private team. Having dedicated her career to private banking, she has expertise in managing financial relationships with high-net-worth individuals and families, law firms, small businesses, private equity and hedge funds.
Ms. Jankousky is fluent in wealth management; comfortable with complex financial pictures and develops banking and lending solutions that are congruent with the full scope of client’s needs, executed in collaboration with other members of the client’s advisory, tax and legal teams.
Prior to Fieldpoint Private, she served 17 years at First Republic Bank as senior managing director, relationship manager, industry specialist and banking office manager. Before that, she was vice president at North Fork Bank, Citibank and was on the trading desk at Swiss Bank Corp and Inverlat International.
Ms. Jankousky earned a BFA at the University of Illinois and an MBA in finance and internal business at the NYU Stern School of Business in New York. She works in our Greenwich, Connecticut headquarters.
Karen Kerby
Practice Leader, Pager Metis
https://www.linkedin.com/in/karenkerbycpa/ kkerby@pragermetis.com
As an Audit Partner and Leader of PM’s Financial Services practice, I specialize in conducting audits of investment partnerships (including hedge funds, fund of funds, and private equity funds), outsourced accounting, and fund administration. Of the 39+ years I have spent within the financial services industry, 28 of these were spent in public accounting with a specialization in investment firms. Prior to my work in public accounting, I was fortunate to have worked as an industry “insider” through my positions at a major brokerdealer company and a notable commodity trading firm. This experience allows me to understand, from the client’s perspective, how their operations are structured, how the work flows, and what challenges and opportunities exist for them. I have also conducted multiple audits for broker-dealers, Registered Investment Advisors, and various nonprofit organizations.
I enjoy working with my clients to keep the audit process moving smoothly and lines of communication, open, so that they remain informed at every phase of the process and so that there are no surprises along the way.
Gregory Knapp
Vice President Of Business Development, Opus Fund Services
https://www.linkedin.com/in/gregknapp/ gknapp@opusfundservices.com
Gregory Knapp is the Vice President of Business Development at Opus Fund Services based in Austin, Texas. Greg has a deep working knowledge across a range of investment strategies, including Hedge, Private Equity, Venture Capital, and Digital Assets. Greg's 20 years in the industry has seen him under take a number of business development and marketing roles across a range of financial service companies.. Greg is an alumni of the University of California at Santa Barbra.
linkedin.com/in/daniel-krawciw-2826786a
Bradley Kruger
Partner (Corporate and Funds), Ogier
https://www.linkedin.com/in/brad-kruger-24a7332/ Bradley.kruger@ogier.com
345-815-1877
Bradley Kruger is the lead partner of Ogier's Corporate team in the Cayman Islands. Brad also co-leads the firm's Digital, Blockchain and Fintech group, advising blockchain companies, digital asset issuers, technology companies and cryptocurrency fund managers on a regular basis. He is part of Ogier's multi-disciplinary Private Equity team, specializing in acquisitions and disposals made by private equity funds, including the structuring of vehicles for these purposes, and the exit of investments through IPOs.
David Madden
Vice President, Wintrust Financial Corporation
https://www.linkedin.com/in/david-madden/ dmadden@wintrust.com
917-743-9105
David has spent over 25 years within the financial services sector working at top tier firms including Morgan Stanley, UBS and JP Morgan. His experience stems from working within Prime Brokerages, Fund Administrators, Startup firms and Banks in Accounting, Fund Operations, Product Development and Sales roles. He currently works at Wintrust Bank where he leads the sales effort in New York for the Funds Group, providing banking services to the alternative investment community.
Amanda McLean
Director of Sales, Interactive Brokers
https://www.linkedin.com/in/amanda-mclean-51147115/ mclean@interactivebrokers.com
203-618-8059
Amanda McLean is Director of Sales for Interactive Brokers Corp. since 2007, a FINRA registered Broker Dealer based out of Greenwich, CT, where she provides global trade, fund formation and clearing solutions to asset managers, funds, Family Offices and to institutions.
Prior to this, she worked for Edge Trade, Morgan Stanley and D.E. Shaw & Co, with a wall street career spanning 29 years.
Amanda has worked in trading, risk management, accounting and in sales.
Steven Menna
Partner/National Alternatives Leader, Withum
linkedin.com/in/steven-menna-33801a17
smenna@withum.com
Steven Menna has joined Withum, a top-ranked advisory, tax and assurance firm, as a partner in its Financial Services Group. Menna will lead the firm’s Alternative Investments expansion nationally with specific concentrations in the firm’s Southeast and Southwest regions, bringing a wealth of experience and innovative leadership to the team.
Prior to joining Withum, Steven was a Partner in KPMG's Dallas office. He led KPMG's hedge fund practice nationally and the alternative investments practice in Dallas.
Steven is a graduate of State University of New York at New Paltz, where he earned Bachelor of Science degrees in accounting and business administration. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of Certified Public Accountants (TSCPA).
Douglas Nelson
Managing Director, StoneX
doug.nelson@stonex.com
https://www.linkedin.com/in/douglas-nelson12b7619/
Prior to launching StoneX Prime Services, Doug was Managing Director and Co-Head of Cowen’s U.S. Prime Brokerage services. Prior to Cowen’s acquisition of ConvergeEx, he was Executive Managing Director of ConvergeEx Execution Solutions and Head of ConvergeEx's Global Clearing and Prime Services businesses. In this role, Doug managed ConvergeEx’s prime services and global clearing products and services offered in over 100 global market centers. He also served as a member of ConvergeEx’s executive committee.
Nick Neri
Vice President., Business Development, Bolder
Nick.neri@boldergroup.com
Office: 786-753-8747 | Mobile: 631-839-8181
Nick is Vice President of Business Development The America’s for Bolder. He brings 25+ years of industry experience within the traditional and alternative financial markets with an emphasis on Hedge Funds, Private Equity, Crypto Currency, Emerging Managers, Family Offices, and Technology Platforms. Nick is responsible for the overall planning and execution of The America’s business strategies.
Throughout his career Nick has established strong long term personal and professional relationships which span the global financial markets including Brokerage Firms, Banking Institutions, Audit and Tax Firms, and Advisory and Legal Firms.
Prior to joining Bolders’ legal predecessor Circle Partners, Nick was Head of Client Relations, North America / Chief Operating Officer for a publicly traded fund administrator.
Gary Newlin
Senior Director of Sales, Securitize
https://www.linkedin.com/in/gnewlin/ 303-410-4452
gary.newlin@securitize.io
Specialties include relationship sales, business development, client retention/relations, strategic market planning, national accounts.
Dennis Palmeri
Executive Director, Mirae Asset Securities
https://www.linkedin.com/in/dennis-palmeri-jr-6a236922/ dennis.palmeri@miraeasset.us.com
Marni Pankin
CPA, Managing Director, CBIZ
https://www.linkedin.com/in/marni-pankin-a451006/ (212) 485-5615
Marni is a Managing Director in CBIZ's National Alternative Investment Industry group responsible for advising clients on the formation and operation of investment funds. She assists with the Group’s administration and policy setting and provides technical support to the financial statement audit engagement team.
Ms. Pankin successfully spearheads the Firm’s Alternative Investment Group training program. She develops the curriculum and provides hedge fund training to smaller accounting firms. She is a frequent presenter at industry conferences and currently serves as the editor-in-chief for the Firm’s alternatives-focused newsletter, Private Investment Forum. Ms. Pankin has more than 25 years' experience. She began her career in the audit department of a "Big 4" accounting firm and later served as Controller for a privately-held hedge fund management firm.
Jeffrey Parker
Partner, Eisner Amper
https://www.linkedin.com/in/
jeffrey.parker@eisneramper.com
Jeffrey Parker is the National Co-Leader of the firm’s Private Client Services Tax Group and Co-Head of New York Tax.
He is also a leader for EisnerAmper’s Emerging Manager Hedge Fund practice as well as a member in the Financial Services Group. Jeff has over 25 years of expertise providing tax services and guidance on complex tax questions for clients in the financial services industry.
In his PCS role, in addition to assisting fund managers and CFO’s, Jeff uses his knowledge to assist investors in navigating the complex tax rules facing investments in alternative assets. His expertise have led him to become skilled in advising on personal income tax returns, estate and gift taxes, trusts, and foundations for high net worth individuals, as well as Family Offices.
Harsha Patwardham
Executive Vice President, Formidium
https://www.linkedin.com/in/harshapatwardhan/
Highly knowledgeable, respected and experienced alternative investment professional credited with combining sales, marketing and business development, quantitative skills and trading to deliver substantial revenue growth in highly competitive and diverse markets.
Strong expertise in cold-calling to institutional investors as well as leveraging existing networks, and proactively hunting and tactfully closing new accounts. Multi-faceted skills include building relationships, expertise in navigating business politics and roadblocks, and solution driven critical thinking skills to drive exceptional growth and profitability.
Experienced alternative investment professional with expert knowledge of CTAs, systematic strategies, CLOs, Structured Credits, Securitization and Impact Investing. Managed complete processes from structuring, quantitative modeling, portfolio construction, trading, and investor marketing.
Yon Perullo
Founder, Fuel LLC
linkedin.com/in/yon-perullo-a00398
yon@fuel-invest.com
As a seasoned Chief Risk Officer and investment strategist with over 20 years of experience, I specialize in aligning risk management strategies with organizational goals to drive performance and resilience. My career has been defined by crafting innovative financial solutions, optimizing multi-asset portfolios, and building high-performing teams that deliver exceptional results.
Cassandra Powell
Director, The Harbour Trust Co. Ltd.
https://www.linkedin.com/in/cassandra-powell-7a525867
cpowell@harbour.ky
Office: 345-949-4272 | Mobile: 345-814-2343
Cassandra Powell is Managing Director of The Harbour Trust Co. Ltd. and a Director of HTC Fiduciary Services Limited (together, doing business as “Harbour”). She is responsible for providing fiduciary services to Harbour’s fund clients, including serving as an independent director for such funds as well as having responsibility for unit trust structures for which Harbour serves as trustee.
Ms. Powell is an accomplished fund professional, specializing in hedge funds, fund of funds, private equity vehicles and related structures with a variety of investment strategies. Ms. Powell has over 21 years in the financial services industry and regularly speaks on corporate governance and regulatory matters within the alternative investment industry.
Adam Reback
Alexander Reyes
Partner, Citrin Cooperman
https://www.linkedin.com/in/alexander-reyes-86638611/ areyes@citrincooperman.com
Alex provides a broad range of assurance and advisory services for financial services, private equity, venture capital, real estate, and middle market clients. Alex has extensive experience with financial statement assurance, internal audit, accounting advisory, business performance improvement, and regulatory compliance for both large and middle market companies. Alex has experience working on audits of both public and privately- held clients, overseeing all facets of audit and advisory engagements including planning, execution, and audit deliverables for clients in the financial services space. He has advised broker dealer and asset management clients on both accounting, regulatory, and internal control matters and worked with large banking clients on emerging risk and control best practices. In addition, Alex is knowledgeable of the valuation issues impacting private equity and venture capital clients. Prior to joining Citrin Cooperman, Alex held senior positions at Mitchell Titus LLP and Ernst & Young LLP with a specific focus on assisting clients in the financial services industry.
Michelle Richie
Partner, Campbells Legal
mrichie@campbellslegal.com
Michelle is a partner in the Corporate Department based in the Cayman Islands. Michelle has experience gained within some of Cayman’s largest funds practices. She specialises in the formation and restructuring of all forms of open and closed ended investment funds including hedge funds and private equity / venture capital funds, co-investment structures and unregulated proprietary capital investment vehicles. In addition to fund formation, Michelle has particular expertise on the subject of distressed funds and restructuring and has an excellent working relationship with the Cayman Regulatory bodies. Michelle also advises on joint ventures and general corporate and commercial matters and has particular interest in ESG investment.
Mark Salameh
Partner/Head of Sales & Marketing, TrustServe
linkedin.com/in/marksalameh
msalameh@trustserve.net
Mark Salameh is a Partner at TrustServe and oversees all sales and marketing initiatives for the firm. Mark brings more than 25 years of management experience in the alternative investment industry. Over that period Mark’s focus has been building business that add value to GP’s LP’s and the alternative investment industry. A past example was Context Summits which he was Co-founder and CEO.
Mark is also passionate about giving back. He is a Global Board Member of Help for Children and has been actively involved for over 20 years in the fight to help treat and prevent child abuse around the world.
Dennis Schall
Managing Director, CBIZ
https://www.linkedin.com/in/denniss/ dennis.schall@marcumllp.com
Dennis Schall is a Partner in the Firm’s National Alternative Investment Industry group. He provides leadership to the Group’s New York City operations and assists with practice development, client service, strategic planning and the setting of policies and procedures. Mr. Schall specializes in auditing and consulting hedge fund and investment advisors with complex investments and financial reporting matters. He advises clients beginning with the start-up phase and continuing through the life of a fund.
Mr. Schall specializes in hard-to-value investments, including complex debt & equity instruments. Mr. Schall’s experience also extends to other non-traditional investments such as, private investments in public equities, asset based lending, and life settlement investments.
Mr. Schall has more than 20 years of public accounting experience. He speaks on industry topics and has been quoted and published in various trade publications.
Kevin Skorzewski
Senior Commercial Development Director, Sonata One
kevin.skorzewski@idrgroup.com
Kevin Skorzewski is the Senior Commercial Development Director at Sonata One and is based in New York City. He joined Sonata One in January of 2025 to lead strategic client and partnership development in the private markets.
A seasoned expert in global capital markets and investment management, Kevin has a strong track record of building successful businesses and establishing trusted relationships with the C-suite. His broad expertise spans asset classes and investment strategies and encompasses fund and investment operations, global product structuring, capital raising, and distribution. He has a deep private market knowledge in fund administration, investor services, global custody, prime brokerage, trade execution, and financial technology.
Most recently at BNY, he was the Head of US Business Development for alternative asset managers including private equity, private credit, hedge funds, and real estate. His previous role at HSBC was Senior Vice President and Head of Business Development for the Americas, focusing on alternative and traditional asset managers and insurance companies. As Executive Director and Senior Business Development Manager at J.P. Morgan Prime Brokerage, he led the US Long Short Strategies business. Kevin began his career on the buy side at Avatar Investors Associates, Inc. where he gained experience in asset management, financial analysis, and securities trading.
A frequent industry speaker, Kevin recently chaired the Data and Technology Summit at SuperReturn in Chicago. He has also spoken at conferences including the Managed Fund Association, GAIMOps, and HFM US Operational Leaders Summit.
Kevin holds an MBA in Finance from the NYU Stern School of Business and a BS in Business Administration from the University of Minnesota, Carlson School of Business.
Dan Smith
President, Trident Fund Services, Inc.
linkedin.com/in/dan-smith-9b49591
dsmith@tridenttrust.com
Trident Fund Services, Inc. is the Atlanta, GA based U.S. division of Trident Fund Services, a global alternative asset fund administrator. Clients include hedge funds, private equity and venture capital funds, funds of funds, real estate funds.
Skyler Steinke
Managing Director, Ascent Group
linkedin.com/in/skylersteinke
skyler@ascentgfs.com
I’ve spent over two decades in fund administration, helping managers across hedge funds, private equity, credit, real estate and digital assets navigate complexity, scale operations, and unlock efficiency.
Since 2015, I’ve worked on the front lines of digital asset fund services—supporting some of the industry's first crypto funds. My work has also included building Gen AI-powered workflows, launching investor portals, and designing fund ops infrastructure from the ground up.
Today, I serve as Managing Director, USA at The Ascent Group, a global fund administrator with $40B+ AUA and a clear vision: combine high-touch service with proprietary, tech-forward solutions that actually work for fund managers.
Matthew Stover
Founder, CEO, MG Stover LLC
https://www.linkedin.com/in/mgstover/
mattt.stover@mgstover.com
Matt leads the strategic and visionary activities for his firm. He ensures that accountability, efficiency and forward thinking are at the forefront of what they do. Matt has been integral in the evolution of the crypto hedge fund industry. In 2017, he co-founded CoinVantage, a portfolio accounting and reporting system for digital assets. CoinVantage merged with Picks & Shovels in 2018 before getting acquired by Kraken in 2019.
Patrick Travers
CEO of Derivatives, Clear Street
https://www.linkedin.com/in/ ptravers@clearstreet.io
Pat Travers is CEO of Clear Street Derivatives and Head of Markets Sales at Clear Street. Pat oversees the firm’s Markets Execution and Distribution organization and brings over 20 years of financial services experience to Clear Street. Prior to joining the firm, Pat served as the Head of US Distribution and Co-Head of Global Equity Finance at Wells Fargo as well as Managing Director at Bank of America Merrill Lynch.
Kenneth Turchin
Vice President of Sales, SS&C
linkedin.com/in/kenneth-turchin-cpa-ab511530
kturchin@sscinc.com
Mr. Turchin joined SS&C in May 2007 and has over 30 years experience in alternative investments and fund administration services.
Prior, Mr. Turchin was a manager with KPMG LLP. He specialized in providing assurance and business advisory services to mutual funds, hedge funds, commodity pools, private equity funds, venture capital funds, funds-offunds, and the advisors that manage these vehicles. Prior to KPMG, Mr. Turchin worked at Anderson
Mr. Turchin received his B.S. in accounting from Long Island University. He was a Certified Public Accountant licensed in New York and New Jersey.
Kim Waldman
Business Development Executive, Withum
https://www.linkedin.com/in/kim-waldman-4834124/ kwaldman@withum.com
Waldman possesses more than 20 years' accounting and business development experience within the alternative investment and digital asset industries. Throughout the course of her career, she has collaborated with asset managers, institutional investors, enterprises and industry partners of all sizes to address complex fund administration, operational and advisory solutions. She serves as a trusted consultant, resource and introducer within the hedge fund, private equity and crypto communities. Prior to joining Withum, Waldman held leadership roles at a top crypto and data management solutions provider as well as a national accounting and consulting firm specializing in audits and tax issues for private companies, and institutional fund administration organizations. She’s been responsible for launching global firms’ first US initiatives and specializes in elevating brand awareness and credibility in the marketplace, helping to take businesses to the next level in commercial recognition and activity.
Adam Walker
Managing Director, IQ-EQ
linkedin.com/in/adam-walker-mba
walker.adam@iqeq.com
Experienced and dedicated professional in alternative investments. Passionate about private equity, real estate and agriculture. Just want to make the world a better place.
Marc Wolf
Partner, CohnReznick LLP
https://www.linkedin.com/in/marc-wolf-05857b7/ marc.wolf@cohnreznick.com
Office: 310-843-8274 | Mobile: 310-991-2218
Marc Wolf, CPA, serves as co-leader of CohnReznick’s Financial Services Industry practice. A partner in the Accounting and Assurance department, he has more than 25 years of diverse experience in audit, tax, and consulting services, specializing in hedge funds, fund of funds, private equity funds, venture capital funds, real estate funds, private REITs, Regulated Investment Companies (RICS), registered investment advisors, and broker-dealers.
Marc’s experience includes advising companies on organizational structures, supervision of audits, and ongoing consultation with management regarding various operational, transactional, and tax matters. He also advises companies on various regulatory issues impacting the industry.
Marc regularly lectures on a wide variety of topics at securities industry and family office conferences, such as SALT, MAR, OPAL, IMN, GAIM, Alternative Asset Summit, Institute for International Research, and Family Office Wealth Conference.
Eric Wolf
Principal, Berkower LLC
linkedin.com/in/ericwolf4
ericw@berkowerllc.com
Eric Wolf has over 15 years of experience in auditing and accounting in various industries including investment companies, insurance, healthcare and not-for-profit industries. Eric’s experience includes hedge funds, commodity pools, fund of funds, master-feeder funds, private equity funds, voluntary health and welfare organizations, community health centers, religious organizations, foundations, and other nonprofit corporations.
Eric is properly licensed in the State of New York and is a member in good standing of the American Institute of Certified Public Accountants. Eric received a Bachelor of Science degree in accounting from Yeshiva University Sy Syms School of Business.
Eric joined the Firm December 2010.
About Sadis
Focused on You.
Sadis & Goldberg LLP is internationally recognized for its Financial Services practice representing sponsors, asset managers, institutional investors and family offices in connection with private investment vehicles, including hedge funds, private equity funds, real estate investment vehicles, venture capital funds, crypto and digital payments funds, and commodity pools, as well as direct private transactions.
Sadis also represents a variety of service providers to the industry, including administrators, auditors, independent directors, third-party valuation firms, brokerage firms and consulting firms in connection with financial transactions, fund launches and servicing, as well as regulatory compliance and litigation matters. Our firm advises on a wide range of legal issues, including fund structuring, financial transactions, agreements with or among principals, employees and counterparties, international taxation and regulatory compliance.
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