Alternative Asset Summit 2014
Boot Camp Speakers
First Name Last Name Company Bio Personal Profile Picture Boot Camp Speaker
LanceBarakerCeladon Financial GroupLance Baraker graduated in 1993 from Lehigh University with a degree in Finance and received his MBA and Certificate in International Business from Fordham University in 1997. His trading career began with Timber Hill, making markets in equities and index options on the floor of the American Stock Exchange. Through a JBO with Spear, Leeds & Kellogg, he became a partner in El Lobo Trading Group. He continued options trading on the floor through 2004 when he joined Shoreline Trading Group in New York, where he was head of business development and prime brokerage sales. Lance left Shoreline in 2007 and was one of the founding partners of Saratoga Prime Services. In 2009, Lance Baraker was hired to build from scratch TradeStation Prime Services based in NY. His most recent position is with Celadon Financial Group, where he is a partner and runs the Prime Brokerage division. Lance holds the NASD series 3, 7, 30, and 63 licenses.ThumbnailBoot Camp Speaker
RichardBeleutzHS-AIR US Life Fund IRICHARD N. BELEUTZ, FOUNDER & CEO Mr. Beleutz founded Alternative Investment Resource (“AIR”) in April 2004 and is responsible for the strategic direction of the firm. He directly oversees the Asset Management and the Fund Distribution business at AIR and is responsible for integrating business development efforts across the Company. He is involved throughout the capital raising process, including deal flow evaluation, building distribution channels, and capital placement negotiations. Mr. Beleutz is an accomplished speaker on alternative investments having conducted numerous TV and print interviews as well as industry conferences speaking engagements. Mr. Beleutz has raised in excess of $1 Billion USD. He has been involved in life settlements since 2006, having previously launched a life settlement brokerage business, hedge fund, and life expectancy company. Mr. Beleutz has 21 years of experience in the Financial Services Industry. He holds Series 3, 7, 9, 10, 24, 63, and 79 securities and principal licenses. He received a BA in Economics from the University of Michigan in 1992.ThumbnailBoot Camp Speaker
StalinCruzCruz Capital Partners L.P.Stalin is the Founder of Cruz Capital Partners L.P. and an experienced financial services executive with 19 years of expertise and broad knowledge of domestic and international markets. He started his Wall Street career in 1994 as a Registered Representative, and in 1996 began working and supervising trading and back office operations whose clients were professional traders, institutional, high net-worth and retail. Stalin co-owned and was responsible for the day-to-day trading, clearing and back office operations for a branch (OSJ) in NYC of an independent national broker dealer. During his tenure Stalin managed significant High Net Worth client portfolios, and oversaw his branch becoming first in trading volumes and revenues after a few months of its launch. He also helped clients implement disaster recovery projects right after 9/11. Stalin studied Marketing Management and Sales at NYC Technical College (CUNY) in Brooklyn, N.Y., and holds FINRA series 4, 7, 24, 53, 55 and 63 securities licenses. He was born in Honduras, Central America and is a naturalized U.S. citizen, living in NYC since 1988. ThumbnailBoot Camp Speaker
GregFarringtonConstellation AdvisersAs a Partner at Constellation Advisers, LLC, Mr. Greg Farrington oversees the firm’s accounting and finance, operations, regulatory and compliance and due diligence departments and coordinates relationships with executive management across Constellation’s client base with a focus on traditional and alternative investment managers and their institutional allocators. Before joining Constellation in 2009, Greg worked for over 10 years at a “Big Four” accounting firm specializing in financial services with a particular focus on investment managers and advisers, banks, hedge funds, private equity firms, endowments, and foundations, among other financial institutions. Over the course of his career, Mr. Farrington has developed expertise in assisting clients with regulatory and compliance concerns; operational risk management; accounting, operations, business process, technology controls reviews; valuations; due diligence; and financial analysis. He received his Bachelor’s degree with a Double Major in Finance and Economics from the University of Western Ontario. Boot Camp Speaker
Thanh-LongHuynhQuantCubeQuantCube manages a portfolio of systematic low-correlated strategies on equity markets as well as on futures markets including 1) Intraday Equity L/S and 2) Big Data CTA QuantCube has been distinguished for its positive performances since its inception in January 2012. QuantCube has been incubated by “Finance-Innovation” competitive cluster in Paris and seeded by proprietary trading groups in Chicago as well as financial institutions. QuantCube ranks among the most disruptive company in France for its real-time Big Data analytics applied to Finance and SAP award-winner in May 2013. CTAIntelligence and in HFMWeek publish an article on our innovative R&D related to Big Data analytics on June 5, 2014. About my background, I started my carreer 16 years ago as statistical trader for top-tier prop trading desks and hedge funds and specialized nowadays in multi-asset quant strategies. I actually develop the next generation of quant strategies with a team of 7 people, 4 people only dedicated to Big Data strategies and 3 people dedicated to 'traditional' investment strategies'. I graduated with MS in Financial Mathematics from the University of Chicago as a Fulbright scholar, MS in Statistics from the National School of Statistics in France, MS in Wealth Management. I also teach “Risk Management” at Master level at Sorbonne University. ThumbnailBoot Camp Speaker
KerryJordanRMB Capital ManagementKerry Jordan, CFA is the Director of Business Development at RMB Capital Management where she manages marketing and capital raising for its Iron Road Partners division. Prior to this, Ms. Jordan served as Head of Marketing and Chief Compliance Officer for Chicago Capital Management L.P., an absolute return, merger arbitrage strategy hedge fund. In this capacity Ms. Jordan managed the fund’s capital raising, investor relations, and compliance programs. Prior to joining CCM, Ms. Jordan was a managing director at Phalanx Capital Management, LLC, an Asian-focused, multi-strategy hedge fund where she ran the fund’s global business development and capital raising efforts. Previously, Ms. Jordan was a director in the Global Derivatives Products group at Bank of America where she focused on the structuring and sale of interest rate, commodity, and equity derivatives for the bank’s Fortune 500 clients. Ms. Jordan holds a bachelor of business administration degree from the University of Massachusetts and a master of science in finance degree from the George Washington University. Ms. Jordan holds the Chartered Financial Analyst designation. Ms. Jordan, an active member of the CFA Society Chicago and the CFA Institute, currently serves as CFA Chicago’s Vice Chair and Board of Directors member. Ms. Jordan also is a member of the Board of Trustees for Econ Illinois, the state of Illinois’ Council for Economic Education and the sponsor of The Stock Market Game. Ms. Jordan recently was named a 2014 Fellow for the International Women’s Forum’s On the Board: Advancing Women's Corporate Leadership program. Ms. Jordan lives in Riverside, Illinois with her four children. ThumbnailBoot Camp Speaker
RichardKemmlingAshland PartnersRichard has been with Ashland Partners for over 10 years, spending time in both Seattle and our Jacksonville, Oregon office. He has executive responsibility for over 100 employees globally. Richard has served client relationships in 5 continents and is an expert in the application of GIPS®, GAAP, SEC, and AICPA standards. He is a trustee on two retirement plans in the State of Oregon and is a frequent speaker at various industry conferences globally. Richard is a graduate of the University of Washington with a degree in Business Administration (Accounting concentration) and received his Masters in Business Administration from the University of Chicago. Richard is a member of the AICPA, Oregon and Washington State CPA societies, CIPM Association, and the CFA Institute. ThumbnailBoot Camp Speaker
JonathanLawDillon EustaceThumbnailBoot Camp Speaker
MarkMaciasMaciasPRMark Macias is a former Executive Producer with NBC, Senior Producer with CBS and author of the book, Beat the Press: Your Guide to Managing the Media. Macias takes an insider approach when it comes to getting his clients on the news by identifying the strongest, timely narrative and positioning it into the news cycle. This insider media approach has led to prominent news stories for his clients with all of the major business and news organizations. As a journalist with 15 years of experience, Macias also leverages his media relationships to introduce his clients to influential news decision-makers.ThumbnailBoot Camp Speaker
Paul MarinoMarino Partners LLPPaul J. Marino is the managing partner of Marino Partners LLP located in White Plains, NY. His practice focuses on the transactional and corporate areas of law and he advises a diverse group of clients on a wide array of matters including structuring of pooled investments, negotiating and drafting commercial and private lending arrangements, creating structured finance products, effecting mergers and acquisitions and private placements, navigating investment management compliance and assisting with corporate governance. Mr. Marino’s clients include sophisticated corporate clients, structured finance products, closely held and emerging growth corporations, managers in the pooled investment space (such as hedge and private equity funds), portfolio companies, and entrepreneurs. Publications and Affiliations Executive Board Member and President of The Alliance of Alternative Asset Professionals ( Contributing editor to “VCexperts”, an internet publication of legal resources and expert commentary on industry practices by leading professionals in the private equity and venture capital arenas. Previous contributing writer to the New York Law Journal’s Internet and Advising Startup Companies newsletters. Board member of the Miracle League of Westchester—a not for profit organization that helps physically and mentally challenged children participate in baseball ( Previous Co-Chairperson for the Commercial and Corporate Group for the Westchester County Bar Association. Executive Board Member and Chief Operating Officer and Executive Editor for the Young Venture Capital Society ( Quoted in “Risk Management Magazine”, an internet magazine publishing analysis, insight and news for corporate risk managers. Education Brooklyn Law School, Phi Delta Phi National Legal Honor Society (J.D. 2000); University of Delaware (B.A. 1995). Admitted New York, New Jersey and Connecticut Bars Practice Areas Commercial Finance, General Corporate Services, Financial Services Compliance, Financial Services, Hedge Fund Formation, Lending, Mergers and Acquisitions, Private Equity Private Placements. Awards The Business Council of Westchester Rising Stars Class of 2012 – 40 Under 40 ThumbnailBoot Camp Speaker
Don PrevitiDVP Partners, LLCDedicated and driven professional who thrives in a challenging and dynamic work environment. Don has over 25 years experience in the financial industry with a specialty in technology and software integration for Hedge Funds, Banks and Alternative Asset firms. Don maintains strong and current relationships with all Prime Brokers, C- Level Executives and Partners in the Alternative Asset Space. He is a frequent speaker on preferred industry panels. Don is Founding Partner of DVP Partners, LLC. A Specialty Business Advisory firm focused on Mitigating Operational Risk for Firms and Investors in the Alternative Asset Space. DVP has worked with over 250 funds of every AUM and Asset Class helping them align their technology and operations with the business strategy and investor profile of the firm to provide a secure, scalable and sustainable operating infrastructure that will help attract and retain investor capital. Boot Camp Speaker
DennisSchallMarcum LLPDennis J. 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. Boot Camp Speaker
MarcSchneiderTwelve Lions CapitalMarc Schneider has been an investment professional at Avenue Capital Group since 2003, working for both the U.S. and European distressed debt teams and has been responsible for the European strategy’s investments in basic materials companies since the inception of the strategy. Prior to joining Avenue, Mr. Schneider was a Director in the Investment Banking Department at Salomon Smith Barney and, prior to its acquisition by SSB, Schroders. Previously, Mr. Schneider was with the Investment Bank Rodman & Renshaw and practiced corporate law at Cravath, Swaine & Moore and Strook & Strook & Lavan. Mr. Schneider received a B.S. degree in Industrial Engineering from Lehigh University (1985) and a J.D., magna cum laude, from the University of Miami (1990). Boot Camp Speaker
ToddSchwendimanAlternative AssetsMr. Schwendiman is Managing Director of Alternative Asset Investment Management Securities, LLC (Alternative Assets) and is a Principal and Registered Representative of the firm. Since 2009 he has also been the Conference Director for the annual He has over 25 years of experience in all aspects of the alternative assets business including managing both hedge funds and fund of funds. Prior to Alternative Assets he spent 7 years as Senior Advisor/Consultant to a private alternative asset marketing group. For 12 years from 1990 to 2002 he served as Chief Executive Officer of a mid-west family office and asset management business he founded with his father in 1990. As part of his duties he ran the emerging markets portfolio and directly invested in over 32 countries from 1995 - 2002. He is a Chartered Alternative Investment Analyst (CAIA) and a Certified Hedge Fund Professional (CHP) and is FINRA Series 7, 79, 63 and 24 registered. He is active in Rotary and has previously served as Chairman of the Board of his local Junior Achievement organization. He also serves on the Executive Committee of (The Alliance of Alternative Asset Professionals). He is a graduate of Washington University in St. Louis with a Bachelor of Science in Business Administration - Finance and Economics and has also studied at Oxford University.ThumbnailBoot Camp Speaker
JaneShahmaneshAdherence Compliance Group, LLCJane Shahmanesh is a Managing Director with Adherence Consulting Group, which acts as regulatory compliance counsel to asset managers and broker-dealers. Prior to joining Adherence, Jane worked as an in-house legal and compliance lawyer for a Who's Who of financial institutions. Her in-house experience includes Lehman Brothers (where she counseled the bankrupt entity's derivative unwind), Goldman Sachs & Co. (where she ran a division of their Compliance Department), Credit Suisse (where she was the interim legal manager for CSAM and its hedge fund businesses), Citibank (where she was the General Counsel to the Private Bank), and Deutsche Asset Management (legacy Bankers Trust)(where she supervised the legal and compliance department). She was also a Partner at McGuireWoods, LLP, one of the nation's largest law firms. Jane is a frequent expert panelist at legal and compliance conferences. She has a BA from Barnard College and a JD from American UniversityThumbnailBoot Camp Speaker
StevenSimmonsSideris Capital PartnersPartner and Head of Manager Selection for Sideris Capital PartnersThumbnailBoot Camp Speaker
AlexSmith-RylandHedgeCoVest LLCMr. Smith-Ryland has over 13 years of experience in alternative asset management, including working with hedge funds, private equity funds, real estate funds, as well as advisory services to alternative asset investors. Mr. Smith-Ryland has a Bachelor of Science in Business Administration, with a concentration in marketing, from Georgetown University. In addition to his role at HedgeCoVest LLC, he is currently a registered representative of HedgeCo Securities and holds the Series 3, 7, 63, and 66 securities licenses. Finally, he is also the Managing Partner of CS Wilton Group, a multi-family office focused on alternative investments.ThumbnailBoot Camp Speaker
JeffreySpottsProphecy Asset Management, LPProphecy specializes in multi-manager trading platforms. Our investors include pension, corporate, fund of fund, foundation and family office clients. Investors are granted transparency for risk control and manager selection. Prophecy allocates to emerging and established trading groups through separately-managed accounts. Structured arrangements are done on a case-by-case basis. Jeffrey Spotts, Principal, is the co-author of "Master Traders: Strategies for Superior Returns from Today's Top Traders" Wiley 2006, is the Portfolio Manager for all funds. His team at Prophecy Asset Management, with a strong fundamental and trading background, has generated uncorrelated, absolute returns for their clients since 2001. The Principals are active investors alongside the client base. Specialties: Market analysis and trading - Demark indicators - Lecturer for financial institutions and universities on the topic of market analysis - frequent guest of Bloomberg and Fox Television covering global stock, commodity and interest rate markets.Boot Camp Speaker
MartinSrebaAdventSenior Director - Global Corporate Development & Solutions Sales Advent Software, Inc. Martin Sreba is a Senior Director in the Solutions Management Organization. In this role his focus is on Advents’ Global Expansion Strategy as well as regulatory initiates pertaining to Advents products and services. He specializes in aligning the Advent product suite with strategic business and technology goals for clients in the investment management industry. His background includes a deep understanding of the alternative market space with extensive experience designing enterprise solutions aimed at meeting clients’ strategic business objectives. Mr. Sreba has over 15 years of experience in the financial services industry, holding roles in management, services consulting and solution selling. Prior to joining Advent, Mr. Sreba held positions at Bank of Montreal in the Global Derivatives Group developing middle-office processes to streamline operational workflows, as well as managed investment specialists in the retail banking division. Mr. Sreba is currently responsible for Advents global regulatory initiatives along with driving new business from prospective and existing clients.Mr. Sreba earned his Bachelor of Commerce degree from McMaster University and his MSc. in International Securities, Investment and Banking from the ICMA Center at University of Reading, UK. ThumbnailBoot Camp Speaker
MarkVaracchiSentinel Growth Fund Management LLC.Mark started in the financial services business at Tiger Management and left there as the manager of the trade support team. His teams responsibilities were the booking and allocating of all trades for the firm and the production and distribution of all daily activity reporting firm wide. Mark Varacchi has been involved in financial services since 1994 and has been the Founder/Chief Operating Officer of XI Asset Management, an investment manager focusing on the TMT space before its merger with Diamondback Capital Management, Chief Operating Officer of Calypso Capital Management, an investment management firm focusing on international and domestic long/short strategies and a Senior Operations Manager at Diamondback Capital Management where he opened and built out the largest affiliate site for the firm and was the Head of Fixed Income Operations. Most recently he was Chief Operating Officer of Taran Asset Management, an investment management firm with a TMT long/short focus. Mark also worked at Bear Stearns as an international control accountant aiding in the firms conversion to the Euro. Mark has assisted in raising over 1.3 billion in assets over his career with more than half of those assets being raised while building and scaling operations as a start-up COO from dollar one to over 700 million in assets. Mark graduated from the University of Bridgeport with a B S in Banking and Finance. Boot Camp Speaker
ThomasZucoskyDiscovery Capital Management, LLCPrincipal/COO, Member of Investment Committee - In addition to operating the firm’s business, Mr. Zucosky oversees manager selection, portfolio management and monitoring for the Investment Adviser. Previously, as Senior Vice President in charge of alternative investments for InvestorForce (Philadelphia), he oversaw all institutional searches for hedge funds done through the firm’s on-line RFP platform. As Head of Marketable Alternative Strategies for Strategic Investment Group (Washington, DC), he analyzed and managed portfolios for institutional investors. Tom also partnered with Olympia Capital Management (Paris), where he oversaw all US-based hedge fund due diligence. In 1985, he co-founded Aegis Capital, a hedge fund/registered investment adviser. Tom graduated with honors with an M.A. from Montclair State University and a BS (Business) from The College of New Jersey.ThumbnailBoot Camp Speaker

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