Alternative Asset Summit 2014
# A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

First Name Last Name Company Bio Personal Profile Picture Exhibitor Exclude from attendee list
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ShaneAdairArchway Finance and OperationsExhibitor
ErinHulseArchway Finance and OperationsErin is a manager on the AFO team and has been with the firm since 2010. In addition to managing prospective and current client relationships, Erin heads the firm’s recruiting efforts and provides consulting and implementation services. Prior to joining AFO, Erin worked on the Global Investing team at Bank of America in Chicago, as well as for the Indiana Public Retirement System as a Senior Investment Accountant. Erin earned Bachelor of Science degrees in Accounting and Finance from the Kelley School of Business at Indiana University. She also holds a Series 65 (Uniform Investment Adviser) license.Download FileExhibitor
SeanGilliganAshland PartnersSean is a Senior Manager at Ashland Partners & Company LLP. Sean joined Ashland Partners in 2008 and has been focused on verifying investment advisors’ claim of GIPS® compliance as well as other performance attestation engagements, SAS 70 audits (now SSAE no. 16), and Surprise Custody Exams. Prior to joining Ashland Partners, Sean had 8 years of experience in the investment management industry. Currently, Sean is located in Denver and his client base includes firms in Asia, Europe, the Middle East, and North America, which has given him the opportunity to work with a diverse set of investment managers. Sean is a Certified Public Accountant, Chartered Financial Analyst, and has earned a Certificate in Investment Performance Measurement (CIPM) from the CFA Institute. He is a member of the China CFA Society, Hong Kong Society of Financial Analysts, Colorado CFA Society, AICPA, OSCPA, and CIPM Association. Sean also volunteers as a member of the HKSFA GIPS committee, and is a member of the CIPM Online Sample Exam Team, which helps create candidate products for CIPM Candidates.Download FileExhibitor
ChaseFreiAshland Partners & Company LLPChase is a senior manager at Ashland Partners & Company LLP. Chase works directly with both domestic and international firms with GIPS compliance and consultation needs for both traditional and alternative assets. Exhibitor
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EvanRapoportHedgeCoVest LLCExhibitor
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DeborahBelevanInteractive BrokersDeborah Belevan is an Institutional Sales Representative with Interactive Brokers, focusing on hedge fund and financial advisors. She has also been the Director of Investor Relations at Interactive Brokers since 2008. Prior to IB, she headed the Accounting & Financial Analysis Practice at Gerson Lerman Group, a global marketplace for expertise that serves hedge funds and other asset managers. Before joining GLG, Deborah was the Manager of Investor Relations for Meridian Gold, a gold producer with mining operations primarily in South America. She holds an MBA, is a Certified Public Accountant and started her career at Ernst & Young.Download FileExhibitor
BrettGoldsteinInteractive BrokersExhibitor
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AaronOsborneNational Regulatory ServicesExhibitor
LarryNakamuraNational Regulatory Services (NRS)Exhibitor
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IanAsvakovithPiedmont Fund ServicesIan Asvakovith is the Co-Founder and CEO of Piedmont Fund Services, Inc., a full service administrator for hedge funds and private equity headquartered in Washington DC Metro area with offices in New York and Asia Pacific. At Piedmont, Ian advises his clients from pre-launch to various stages of their business lifecycle. He is also responsible for the strategic direction and management of the firm. Ian is a frequent speaker at hedge fund industry conferences and investor roundtables. Prior to founding Piedmont, Ian was with the global asset management practice at Ernst & Young, in New York, where he oversaw the audits of hedge funds, private equity funds, fund of funds, broker-dealers, and mutual funds clients with AUM ranging from $100 million to $200 billion. In addition, Ian had served on various consulting projects including internal control reviews, forensic accounting, and internal audit outsourcing. Ian holds a B.A. in Business Economics with Accounting Emphasis from University of California Santa Barbara. He is a licensed certified public accountant and also a member of the CFA Society of Washington DC. In addition, Ian is a trustee member of the Association of Asian American Investment Managers and is actively involved with various charitable organizations in the Washington DC Metro area. Download FileExhibitor
AllaCatesPiedmont Fund ServicesDownload FileExhibitor
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ThomasKirchnerQuaker FundsTHOMAS F. KIRCHNER, CFA, Portfolio Manager. Mr. Kirchner has been responsible for the day-to-day management of the Fund since its 2003 inception. Prior to joining Quaker Funds, Inc., he was the founder of Pennsylvania Avenue Advisers LLC and the portfolio manager of the Pennsylvania Avenue Event-Driven Fund. From 1996-1999, Mr. Kirchner worked as a Bond Trader for Banque Nationale de Paris S.A. In 1999, he was retained by Fannie Mae as a Financial Engineer. Mr. Kirchner is a graduate of Kings College, University of London; Institut d’Etudes Politiques de Paris and University of Chicago Booth School of Business. He has earned the right to use the Chartered Financial Analyst designation. Download FileExhibitor
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GeraldBarbaraU.S.Bancorp Fund ServicesGerald Barbara serves as business development officer for the alternative investment division. Mr. Barbara joined U.S. Bancorp Fund Services in 2011 with more than 20 years of sales, relationship management, marketing, business development operations, and managerial experience in financial services. Prior to joining U.S. Bancorp Fund Services, Mr. Barbara worked for Bank of New York Mellon where he served as vice president of global business for the alternative investment division. He also spent five years at Grant Thornton LLP working on sales and marketing and operations related to their hedge fund business.Download FileExhibitor
GaryRossmannUS BankExhibitor

Media Sponsors




Caesars Shipping Information:

Milano Ballroom 7 & 8 Attn: (your name & Alternative Asset Summit 2014)
Caesars Business Center
3570 Las Vegas Blvd. South
Las Vegas, NV 89109
(702) 866-1100

Handling fees apply for incoming and outgoing packages




41-60 lbs


Up to 10 lbs



61-80 lbs


11-20 lbs



81-100 lbs


21-30 lbs



100+ lbs

0.80 per pound

31-40 lbs





Key Deadlines
All materials needed for your display should arrive at Caesars Palace no later than Monday, October 27, and no earlier than Friday, October 24.

AV, Internet or Hardware Requests
AV is not provided. To request additional power, hardware, a telephone line, internet connection or any AV at all, please submit the attached Exhibitor Forms, at minimum 3 days in advance, by October 24, 2014 to

Exhibit Location
Milano Ballroom 7 & 8

You will have a 6ft table with two chairs.

If you have any questions, please contact Steve Wilson – Exhibition Logistics Manager, Banks Sadler
Pre-event Phone:212-946-2765
Onsite Phone: 201-657-6521

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