Apex Invest: Las Vegas

Managing Director - CAIA Association

Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP oversees UniFi by CAIA™, a learning platform dedicated to educating the private wealth management industry on alternative investments. He was previously responsible for leading and implementing CAIA Association's content agenda, thought leadership initiatives, and content development for the CAIA Charter Program. Aaron is a frequent speaker and writer on various topics of alternative investments and his work has been published in CAIA’s educational programs, numerous academic journals, books, and industry publications. Aaron’s industry experience lies in private wealth management, where he oversaw asset allocation, portfolio construction, and manager research efforts for high-net-worth individuals and institutional retirement plans. He earned a B.S. with distinction in Finance and a Master of Finance from Penn State University. He holds the Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), Certificate in Investment Performance Measurement (CIPM), and Financial Data Professional (FDP) designations, and is a CERTIFIED FINANCIAL PLANNER™. He is a Past President of CFA Society Columbus and serves as a board director and Programs Chair for CFA Society Philadelphia. Aaron is an adjunct professor and serves on multiple advisory boards for Penn State University.

Founder & Managing Partner - Divino Global Holdings LLC

Adi Divgi is Principal at EA Global, his family investment vehicle since 2005, and founded Divino Global Holdings in Apr 2023 to provide investors access to capacity-constrained and hard-to-access private market opportunities. Previously, he was Managing Director of Strategic Wealth at Legacy Wealth Management and Legacy Investment Solutions, its discretionary affiliate, since July 2021. From Apr 2014 to May 2021, Mr. Divgi was Head of Alternative Investments at Catalina, a $5+bn AUM reinsurer. From 2011-2014, Mr. Divgi oversaw the Opportunistic Fixed Income investment program at the New York City Bureau of Asset Management ('BAM'). Mr. Divgi began his credit career at Deutsche Bank, working in New York and Mexico City, and is a graduate of the Huntsman Program, with a BA in International Studies (Spanish minor) from the University of Pennsylvania and a BS in Economics and MBA in Finance from Wharton.

Partner, Research Director - Marketable Alternatives & Capital Markets - Fiducient Advisors

Anthony is a Partner and Research Director and leads the firm’s Marketable Alternatives and Capital Markets research efforts. He is a member of the firm’s Investment Committee, Discretionary Committee, Research Forum and Marketable Alternatives Research Team. Prior to joining the firm in 2011, Anthony held various roles in equity research and due diligence. Anthony received a Master of Business Administration from the University of Chicago Booth School of Business with concentrations in Analytic Finance, Economics & Entrepreneurship and a Bachelor of Arts in Finance from the Eli Broad College of Business at Michigan State University. He is a CFA® charterholder and member of the CFA Society Chicago and CFA Institute. Anthony volunteers with YearUp, a nonprofit providing young adults with the skills, experience and support to pursue professional careers and higher education. He is also on the Advisory Board for the Michigan State University Financial Markets Institute and serves as Midwest Regional Director of the Hedge Fund Association. In his free time, Anthony enjoys playing guitar, collecting vinyl, golf and spending time with his wife and two sons.

Founder & Chief Investment Officer, SJI Intl Apex Invest Strategic Advisory Board Member

SJI is operated by the Tandon family. The Tandon family office has invested in real estate for almost 20 years. The Tandon family is a 2nd generation enterprise and real estate investment group. Divya Tandon is the president and chief executive officer of the family office. The family actively seeks investments in multifamily real estate throughout the US. Its focus is value-add. SJI believes that there are an exorbitant number of opportunities to invest in the US multifamily sector. The family office actively seeks to invest in a wide range of operators and asset managers focused on the multifamily industry. Divya’s first real estate acquisition occurred in 2004 and since then she has been heavily involved in the world of investing. Divya is not just allocating to stable asset classes like real estate but also diversifying beyond public markets and in investments that have the potential for higher returns with proper due diligence. Divya Believes capital needs to be redistributed for wealth preservation and growth. Divya is goal-driven and believes in ownership or direct investment in every project she participates in. Divya has been full cycle in 40 real estate transactions. Her expertise includes site analytics, construction, operations, and real estate sales. Divya works to find opportunities that align with the family office’s long-term goals. Divya’s goals at the family office include wealth preservation and growth. Divya was born in Lucknow, India and graduated from college in Sydney, Australia. Her last corporate position was as a Senior Systems Analyst at NASDAQ prior to investing capital full time.

President - Convergence

As the President of the Data Analytics firm Convergence, George is responsible for Business Development and delivery of Convergence methodology, solutions and Advisory services. George has spent 40 years in the financial services industry - primarily traditional asset management, hedge, private equity, banking, and insurance. At Prudential, he was the Assistant Treasurer responsible for Treasury and Banking Operations. George was a Senior Leader at Bankers Trust, JPM/Chase - BISYS - Outsource Partners International and GlobeOp Financial which entailed delivering product, systems and staffing solutions to maximize productivity and infrastucture costs. George was part of the Senior team that built and sold 3 firms from 2001 - 2011. George was also a Partner at the M&A firm Gladstone Associates. George has a long history assisting firms to capitalize on short term opportunities while staying focused on long term success. These solutions are forward thinking, market leading and innovative. He is a regular speaker at industry related engagements - P&I Events - TMA - Opal Group - GAIM Ops - Client Webinars - Columbia University - Johns Hopkins University - University of Scranton.

Chief Regional Officer - Apex Group

Georges has over 20 years’ of experience spanning law, capital markets, and fund administration. He currently oversees Apex’s business across the Americas and joined as part of the Apex acquisition of Deutsche Bank Alternative Fund Services (AFS) group. His Previous Experience include Goldman Sachs, JP Morgan and other financial services companies.

Chair - Lincoln Police and Fire Pension Advisory, Committee Member - Pension Benefit Guarantee Corporation (PBGC)

Guy Pinkman is chairman of the Lincoln Police and Fire Pension Plan Investment Board in Lincoln, Nebraska. In addition, he was a Captain/paramedic with the Lincoln Fire and Rescue Department for over 30 years. He is a two-time Presidential appointee to the Pension Benefit Guaranty Corporation (PBGC), first appointed by President Trump. Guy was the chair of the advisory board and is now the longest-standing member of that board. The PBGC advises The Secretary of Commerce, Labor, and Treasury on policy, procedure, and investments covering over 34 million Americans. Guy is a sought-after pension expert and has spoken worldwide, including in Israel, Italy, the UK, Ireland, and Switzerland. In addition, Guy has appeared at multiple colleges and universities to teach classes and conference seminars covering management and leadership skills to various medical courses as a recognized speaker and trainer. A graduate of the University of Nebraska-Lincoln. He has completed advanced studies in finance, including China's monetary system. Pension systems, institutional investors, family offices, and consultants worldwide recognize Guy as subject matter experts and reach out regularly.

Managing Partner - AZ-VC & Managing Director - Thiel Capital

John R. Selby (Jack) is a technology and finance entrepreneur. His primary role is as Managing Director at Peter Thiel’s family office, Thiel Capital, based in Los Angeles. Jack also founded and manages AZ-VC, the largest venture capital fund in Arizona. As a “PayPal Mafia” member, Jack co-founded, along with Peter, Clarium Capital Management, a macro hedge fund after selling PayPal to eBay in October 2002. At PayPal, Jack joined as an original employee and later served as a Corporate Officer/Senior Vice President, overseeing the company’s international and corporate operations. As an active technology investor and advisor, Jack’s involvements include notable companies such as SpaceX, Palantir, Affirm, Blend, Paradox, Myeloid Therapeutics, Kisbee Therapeutics, Convergence Bio, and many more. Jack also founded and manages High Frequency Entertainment, an independent film production company. His credits include The Summer Book (Glenn Close), Memory (Jessica Chastain), His Three Daughters (Natasha Lyonne), Windfall (Lily Collins), Silk Road (Jason Clarke), Freeheld (Julianne Moore), Bernie (Matthew McConaughey), Act of Valor (Navy SEALs) as well documentaries Fastball (Kevin Costner), Comic-Con Episode IV: A Fan's Hope (Morgan Spurlock) and many more. Jack received a Bachelor of Arts in Economics from Hamilton College. He currently serves as both a Charter Trustee and member of the Investment Committee for the college’s endowment. Jack’s other philanthropic activities include the Navy SEALs Foundation, member of the Advisory Council to the Dubai Chamber of Digital Economy, member of the Board of Directors at the Arizona Commerce Authority, member of the Board of Directors at the Arizona Sports and Tourism Authority, member of the Board of Directors at the Grand Teton Music Festival and co-founder and member of the Board of Directors for the Wyoming Global Technology Partnership with Governor Mark Gordon. Jack is a resident of Paradise Valley, Arizona, Teton Village, WY, and Dubai, United Arab Emirates.

Co-Founder & Partner - CAASA

James co-founded CAASA in response to industry support for a Canadian alternatives association to serve all aspects including: hedge / alternative strategies; liquid alternatives; private lending; private real estate; private equity; plus emerging areas where Canada is a leader such as digital assets / blockchain and robo-advisors. Prior to CAASA, James was the Chief Operating Officer of AIMA Canada where his team of three worked with 12 committees to produce 50-60 events per annum across Canada, organized 100+ committee meetings, and increase member numbers over his 7-year tenue from 66 to 164 corporate entities. CAASA currently has more than 350 members. James currently sits on the Canadian Investment Funds Standards Committee (CIFSC), which categorizes mutual funds and alternative mutual funds (aka liquid alternatives) for the retail space in Canada. He is also called upon by membership and industry groups to speak to risk ratings and portfolio placement of all types of alternative investments. James also has experience in research and writing for the CAIA Association (holding the designation since 2006) as well as serving on CAIA’s exam council and as a well as other duties. He had roles in institutional sales and FoHF structuring in Seoul, South Korea, as a Product Manager at ICICI Wealth Management, and as an Investment Advisor at RBC Dominion Securities. James graduated from Simon Fraser University with a BBA (Finance).

Real Estate Developer and Professional Sports Ownership

Jay Stein is the President of Sand Capital and leads Sandor Development Company's Scottsdale division as its President. In these roles, Jay is pivotal in driving development and portfolio growth for both organizations. He manages the acquisition and disposition of undeveloped land, existing buildings, single-tenant assets, and distressed debt, alongside overseeing commercial real estate development and redevelopment. Additionally, Jay spearheads all financing initiatives for the companies.

Managing Director - Meritage Group, Apex Invest Strategic Advisory Board Member

Josh Roach is a trusted peer and long-time member of the SFO (single-family-office) community where, over the last fifteen years, he has created significant social capital through his efforts to build like-minded networks and collaborative models to: (a) merge common interests and objectives, (b) pool and leverage specialized industry knowledge and skill sets, and (c) optimize alignment between asset owners in co-investment vehicles. He is Managing Director of Meritage Group, a private investment firm and investment family office for the Simons family and principals of Renaissance Technologies. Meritage Group is a fundamentally oriented investment firm investing across all asset classes, including control stakes in direct private operating platforms. Prior to Meritage Group, Josh was co-manager and family principal of LCP (Lloyd Capital Partners LLC), an investment company vehicle for the Henry Demarest Lloyd Family, whose wealth creation originated from its shared ownership in The Chicago Tribune starting in 1873 through to its public listing on the NYSE in 1983. Josh is a frequent speaker on the topics of collaborative networks and co-investing at trusted SFO forums and has chaired events such as Campden Wealth’s North American Family Investment Conference, Institutional Investor’s Family Office Wealth Forum, and Stanford University’s Global Projects Center’s Stanford Investor Forum. Prior to joining the SFO community, Josh spent ten years in the software industry in corporate development roles where he worked with the various company’s venture partners on strategic initiatives, acquisitions, and exits. Josh graduated from the University of Vermont in 1993. Prior to that he was a nationally ranked alpine ski racer and attended Killington Mountain School and graduated from Choate Rosemary Hall. The Meritage strategy was established by Jim Simons and Nat Simons in 1997 to manage excess capital generated by Renaissance Technologies’ Medallion Fund. Meritage Group currently manages in excess of $10B (as of January 1, 2023), primarily from the Simons family and from current and former principals and employees of Renaissance and Meritage and their respective families. Meritage Group is a core of holding of its primary investors with a focus and philosophy on wealth preservation. Meritage executes a fundamentally oriented, evergreen investment strategy, designed to generate low double-digit returns with a fraction of the market exposure, resulting in a lower volatility portfolio. Meritage has a long history of generating alpha for its investors. The portfolio is a diversified holding of assets consisting of private direct equity control operating platforms, real estate assets, public equity, private credit, and opportunistic and specialized investment ideas. Meritage has approximately 50 employees (25 investment analysts and 25 staff) in offices located in Greenwich, CT, San Francisco, CA and New York City, NY

Managing Director of Investor Relations – Apex Invest, Apex Invest Strategic Advisory Board Member

Lana Callahan is the Head of Investor Relations with Apex Invest. She currently serves as Chairman of the Apex Invest Advisory Group and a Steering Committee Member for The Women’s Accelerator New York. Lana organizes global events for investors. As a Senior Finance Leader with more than 20 years of experience, Lana was responsible for the strategic growth and expansion of multiple businesses with global banks and asset managers. Lana attained her master’s degree from Northwestern University in one year. She currently serves on multiple financial and philanthropic boards.

Chief Marketing & Investor Relations Officer, Managing Director - Opus Capital Management LLC

Lindsey is the senior executive responsible for marketing & investor relations, product development and strategy for Opus Capital Management LLC, the separately managed alternatives affiliate of a large New York-based family office focused on real estate on alternative investments. She brings twenty years of experience across strategy, product innovation, business development & capital relations in both private and public markets across varied economic cycles. Previously, Lindsey has also served as the Chief Administrative Officer, Chief Marketing Officer, EVP of American Farmland Company, a NYSE listed REIT, a company which she helped found and take public. Prior to, Lindsey has held roles at Robotti & Co., Optima Fund Management LLC, D.E. Shaw &, Co., L.P., TIAA-CREF and Goldman Sachs Asset Management. She received a B.A. with Distinction from Cornell University. Charitably, Lindsey is involved with Project Punch Card and Experience Camps for Grieving Children.

Chief Investment Officer, Misha Investments

Mary is the Chief Investment Officer of Misha Investments, a Single-Family Office. She is also an investor and Strategic Advisor at Star Mountain Capital and a board member of a Trucking company and Community Access. She is on the Executive Committee of WorkingNation. She has extensive experience in investing and capital markets. Ms D’Souza has 20+ years of private credit, equity, real-estate, fund investing, commercial and investing banking and C-level operational experience through various senior roles at GE Capital, Dresdner Kleinwort Benson and Four M Investments. She is also an Executive Producer on documentaries such as “Always at the Carlyle”, “Alan Pakula” and “Bob Mackie”

Managing Partner, Arcadian Capital

Matthew Jason Nordgren is an investor and Founder of Arcadia Capital. In 2005, Mr. Nordgren received his education at the University of Texas at Austin, while playing football for the Texas Longhorns Football Team. Throughout his career, he has singularly focused on finding synergistic opportunities in early-stage private growth rounds that have upside potential. He is committed to successfully helping manage the overall financial status of his partner’s businesses and the companies with which he and his partners have interests within. Inspired by his belief that education and athletics can open doors for at-risk youth, Mr. Nordgren launched The Leadership Foundation—an organization committed to giving back to non-profits whose purpose is to empower youth through sports and education.

President & Publisher - Pension & Investments

Nikki Pirrello is the President and Publisher of Pensions & Investments, published by Crain Communications. Nikki leads P&I’s business operations and strategy globally, overseeing the newspaper, digital, conferences, custom publishing and data and research products. In this role, she works closely with global asset managers and asset owners to develop solutions to engage P&I’s constituents and help further the mission of providing a secure retirement for participants and members around the world. Nikki joined P&I/Crain Communications in 2007 and was promoted to COO for the brand in 2020. During her tenure, she has expanded P&I’s global conference business, developed and scaled the custom publishing and research capabilities for the brand and supported the launch of the P&I Research Center and the shift to a digital-first newsroom. Previously Nikki served in senior marketing and leadership roles at Lebhar-Friedman, Inc., and Scholastic, Inc., and prior to that was on the agency side of the business producing corporate communications materials, videos, commercials, digital content and live events for a variety of clients in the finance and transportation industries. Nikki has a bachelor’s degree from Drury University and currently resides in New York with her family who are all avid soccer players.

Managing Director of Asset Managers and Sponsorships – Apex Invest

Founder - Adare Advisors

Penn Miller-Jones is an experienced financial professional with a career spanning over three decades in the prime brokerage and alternative markets sectors. He began his journey at Donaldson, Lufkin & Jenrette, where he gained foundational expertise in financial services. Following his tenure at DLJ, Penn spent a decade at Montgomery/Banc of America Securities, where he excelled as a Managing Director, overseeing Prime Brokerage Sales. His strategic vision and leadership played a pivotal role in expanding and refining the prime brokerage services offered by the firm. His track record continued at Jefferies, where he joined as a Managing Director. There, he was instrumental in building and enhancing Jefferies' prime brokerage business, solidifying the firm's position in the industry. His efforts were crucial in driving the firm's growth and establishing a robust prime brokerage platform. Penn then brought his expertise to Cowen, focusing on expanding their prime brokerage business. His strategic insights and operational acumen were key in developing Cowen’s capabilities and market presence in the sector. In 2017, Penn founded Adare Advisors, where he utilizes his deep expertise in alternative investments and extensive network in the allocator space to offer strategic advisory services and spearhead fundraising efforts in private equity, private credit, and venture capital.

Professional Golfer, Founder - Marigold Elite Partners

Marisa’s experience includes over 15 years of training to compete at the highest level of professional golf, while developing relationships with countless top executives throughout her career. She launched a channel, “Marisa’s Minute” on Sports Illustrated sharing the golf instruction she now shares with executive teams across the globe. Depending on her client's preferred activities and objectives, she has tailored the program as a client engagement tool for family offices, investment firms, and Fortune 100 companies like Bank of America, JP Morgan, Cisco's c-suite, as well as an internal team development exercise for high-performing start ups and the global sales team of P&G. Marisa exudes high performance and shares her proven tactics through her Golf & Growth programs. This content can be structured as keynotes, workshops, and roundtable discussions covering her three pillars of “How To Perform Like a Pro” - physically, mentally, and emotionally. Marisa completed her master’s degree in Human Resources at Clemson University, while leading the team to their first appearance at the D1 NCAA National Championship. Marisa was the first female athlete in the school's history to receive the Elite 90 Award at the D1 NCAA National Championship for her 4.0 GPA, and she was inducted into Clemson's Academic Hall of Fame as a four year All-American and "the most decorated student athlete in Clemson history".

Managing Director, RisCura

Thomas Brigandi, CFA is a Managing Director at RisCura USA, a division of RisCura, the largest emerging & frontier market-domiciled investment consultancy by assets under advisement (AUA), with roughly US$200 billion. RisCura also manages / administers roughly $10 billion in assets and Brigandi serves on RisCura's Global Fixed Income Manager Due Dilligence Working Group. Prior to joining RisCura, Brigandi served as a Vice President in the Global Investor Management Team at Moody’s Investors Service (MIS), where he was responsible for building and maintaining senior level institutional investor relationships. Prior to serving in the Global Investor Management Team, Brigandi served for nearly a decade in the Global Project and Infrastructure Finance Group at MIS, where he was a Lead Analyst responsible for a portfolio of 34 power, toll-road, airport, port, water, wastewater, natural gas pipeline and project finance credits that collectively had over $15 billion of debt outstanding. While a Lead Analyst, Brigandi served on Moody’s public pension steering committee, ESG Americas working group and veteran recruiting sub-committee. Prior to Moody’s, Brigandi worked at the ~$250bn NYC Pension Fund, where he focused on energy and natural resources and reported directly to the chief investment officer. Brigandi is Chair of the Board of Directors of CFA Society New York (CFANY), one of the largest CFA Institute Societies. Brigandi, the CFA Institute Inaugural Global Outstanding Young Leader & 2021 Americas Volunteer of the Year, has organized over 90 in-person CFA Society conferences globally that were attended by over 17,000 investment professionals, in addition to over 50 virtual conferences that reached many thousands of participants. These events featured over 400 senior asset owner and investment consultant speakers who represent organizations that collectively oversee or advise on more than $75 trillion in fiduciary assets. Brigandi, the founder of CFANY’s Asset Owner Series, Global Policymakers Series, Emerging and Frontier Market Series and Putting Beneficiaries First Series, leads a team of several hundred investment professional volunteers globally. Brigandi maintains over 16,000 connections on LinkedIn and holds a Bachelor of Science in Finance, Accounting and Economics from the Macaulay Honors College (MHC) at the City University of New York. Brigandi received the college’s inaugural Alumni Pioneer Award and serves on the MHC Foundation Board of Directors as Treasurer. Brigandi serves as a Board Member of The Ocean Foundation, an Advisory Board Member of the Singapore Economic Forum, a Bretton Woods Committee Member and a Fellow of the Foreign Policy Association.

Partner, Co-Head of Investments - Prelude Capital

Mr. Marcus joined Prelude Capital in 2010. Previously, Mr. Marcus was a Vice President and Senior Analyst in Deutsche Bank Asset Management's ARS Fund of Funds group. Prior thereto, Mr. Marcus was a Portfolio Manager for Pergament Advisors, a New York based multi family office. While at Pergament, Mr. Marcus managed both the fund of hedge funds portfolio as well as the firm's fixed income separately managed accounts. Mr. Marcus began his career at Bear Stearns. Mr. Marcus earned his BSBA from the John M. Olin School of Business at Washington University in St. Louis and is a CFA

Partner - Sadis

Ron S. Geffner is a founding member of Sadis, he participates on the Executive Committee and also oversees the Financial Services group. He regularly structures, organizes and counsels private investment vehicles, investment advisory organizations, broker-dealers, commodity pool operators and other investment fiduciaries. Ron also routinely counsels clients in connection with regulatory investigations and actions. His broad background with Federal and State securities laws, and the rules, regulations and customary practices of the United States Securities & Exchange Commission ("SEC"), Financial Industry Regulatory Authority, Commodities Futures Trading Commission and various other regulatory bodies, enables him to provide strategic guidance to a diverse clientele. He provides legal services to hundreds of hedge funds, private equity funds and venture capital funds organized in the United States and offshore. Ron began his legal career with the SEC, where he investigated and prosecuted violations of the Federal Securities laws with an emphasis on enforcement in connection with violations of the Investment Advisers Act of 1940 and the Investment Company Act of 1940. He also assisted Federal and State criminal agencies, such as the Federal Bureau of Investigation, the U.S. Attorney’s Office and the Attorney General’s Office, in their investigations of possible criminal violations of Federal and State securities laws. Prior to co-founding Sadis & Goldberg, Ron was associated with two other New York City-based law firms, where he represented domestic and offshore private investment vehicles, as well as broker-dealers, registered investment advisers and registered investment companies. He began his corporate legal career as in-house counsel in the Investment Management Industry Services group of PricewaterhouseCoopers LLP, where he provided legal advice regarding investment advisers, registered investment companies and broker-dealers. Ron is often interviewed as a legal expert in the securities industry. He has appeared on Fox News, CBS Morning Show, CBS Evening News with Dan Rather, Squawk Box, Power Lunch and Closing Bell on CNBC, British Broadcasting Channel and Bloomberg Radio. He is regularly quoted in The New York Times, The Wall Street Journal, Bloomberg News, Barron’s, Barron’s Online, Reuters, Dow Jones, Financial Times, New York Newsday, London Daily News, TheStreet.com, Private Equity Week and other national and international publications.

CEO & CIO - Boothbay Fund Management

Ari Glass founded Boothbay Fund Management in 2012 and serves as the CEO & CIO of the Boothbay fund, a $2B+ multi manager multi strategy hedge fund that allocates capital across 140+ managers. As Head of the Investment Committee, Mr. Glass oversees all investment decisions including strategy allocations. As CEO, Mr. Glass oversees all aspects of running the business. Previously, Mr. Glass served as President of Paine Heights Management LLC. At Paine Heights, Mr. Glass managed a special opportunity hedge fund that invested in the SPACs and advised on a Solar Energy transaction. From 2007 through 2009, Mr. Glass was the President of Platinum Management (NY) LLC. From 2000 to 2007, Mr. Glass served as the Chief Operating Officer of “Tiger Cub” Intrepid Capital Management (“Intrepid”), a $2.5 billion hedge fund organization seeded by Soros Fund Management. At Intrepid, Mr. Glass oversaw all business-related activities. In 2004, Mr. Glass launched Intrepid Associates, an affiliated entity that added fund managers to Intrepid’s platform, including funds focused in the healthcare and utilities sectors. From April 1998 until August 2000, Mr. Glass worked as Chief Financial Officer at Vector Capital Management (“Vector”), a statistical arbitrage hedge fund in Norwalk, CT. From 1995-1998 Mr. Glass worked in Business Assurance at Coopers & Lybrand, LLP and was an associate at Prudential Securities from 1994-1995. Mr. Glass graduated in 1993 from Queens College, with honors, with a B.A. in Accounting and Information Systems.

CFA, FRM, CAIA, CQF, Head of Multi Asset Class and Discretionary Alternative Solutions - Citi Investment Management

Victor Leong joined Citi in 2022 and serves as the Head of Multi Asset Class and Discretionary Alternative Solutions for Citi Investment Management. He serves as Chair of both the Hedge Fund and Private Equity and Real Estate Oversight Committees and is a voting member of the Asset Allocation Investment Committee. Mr. Leong leads investment teams in constructing diversified funds and portfolios that leverage Citi’s unique investment capabilities, employing proprietary asset allocation and engaging in the continuous execution of tactical ideas, and are actively managed with a clear mandate to deliver risk-adjusted returns. He additionally leads the development of new investment capabilities, driving the strategic vision for the business and advancing new strategies and structures, including Fund of Funds (FoFs), co-investment funds, and separately managed accounts (SMAs). Mr. Leong joined most recently from Fidelity, where he was an Investment Director for Family Office Services focusing on investment opportunities in private and public markets across all asset classes. Previously, he served as the Head of Buyside Market Specialists, North America, at Bloomberg, where he led a team in strategy formation, portfolio construction and management, and hedging and risk management. Prior to that, Mr. Leong was a managing director and portfolio manager at Wedbush Equity Management, where he managed long/short equity and volatility arbitrage strategies, and also served as an equities portfolio manager and research analyst at Barclays Global Investors focused on large cap technology investing. Mr. Leong received his undergraduate degree from the University of California, Berkeley and was a California Alumni Scholar. He is also a CFA, FRM, and CAIA charterholder, and holds FINRA series 3, 7 and 63.

MD - Partner and Deputy Head of Cross Platform Investing for Global Credit - Carlyle

Brian Marcus is a Managing Director - Partner and Deputy Head of Cross Platform Investing for Global Credit. He is a portfolio manager on a number of credit vehicles, including Carlyle Tactical Private Credit Fund (“CTAC”). He is based in New York. Prior to joining Carlyle, Mr. Marcus was with Morgan Stanley, where he focused on principal investments on behalf of the firm. Previously, Mr. Marcus worked at Lehman Brothers in the Mergers and Acquisitions group, where he concentrated on the media and telecommunications industries. Mr. Marcus received a BS in economics from The Wharton School at the University of Pennsylvania. Mr. Marcus currently maintains Series 7, 55 and 63 licenses

Senior Director, Derivatives Market Intelligence - Cboe Global Markets

Ed Tom is Senior Director, Derivatives Market Intelligence at Cboe Global Markets, Inc. (Cboe), the world's leading derivatives and securities exchange network. Based in New York, Tom is responsible for analyzing derivative market themes and providing clientsaround the globe with market expertise and world-class resources. In this role, Tom amplifies Cboe’s purpose of building trusted markets by providing comprehensive insights into Cboe’s market data and product suite. Tom has more than 30 years of industry experience, previously serving as a portfolio manager of convexity strategies at Ellington Management, helping clients mitigaterisk in their portfolios. Prior to that role, Tom was Managing Director and Global Head of Equity Derivatives and Quantitative Trading Strategy at Credit Suisse where he and his team were responsible for the development of equity derivatives and algorithmic trading research for hedge funds and institutions. Additionally, Ed’s market insights have been published in numerous financial journals throughout his career. Ed holds a Bachelor of Science in Accounting and Management Information Systems from Binghamton University and a Master of Arts in Economics from New York University. He is also an adjunct professor for the School of Operations Research and Information Engineering program at Cornell University

Head of Americas & Member of the Group Executive Committee - Apex Group

As a global business leader Sanjay brings over 25 years’ experience to this position. He previously served as Managing Director at Citi, BlackRock, State Street and Merrill Lynch. He brings a wealth of industry knowledge, having been instrumental in evolving the financial markets across the Americas and internationally, specifically India and Singapore. Sanjay has previously presided as Chairman of multiple industry committees, at Bond Market Association, Asset Management Forum and Securities Industry Association.

Founder & CEO - Ovis Creative LLC

Lauren serves as CEO and Creative Director and has designed and produced a wide range of award-winning corporate communication products for top-tier financial services institutions and real estate firms. With 22+ years of experience, Lauren oversees a team that specializes in the development of branding, marketing and online communication solutions. Before founding Ovis Creative, Lauren served as the Vice President of Business Development and the Director of Creative and Client Solutions at Synergy Graphix. At Synergy, she led the development of marketing communication materials and established the firm's hedge fund and financial services business practices. Prior experience includes creative and strategic roles as an Art Director at Morgan Stanley, Prudential Financial, and Lord Abbett & Co.

Managing Director and Head of Capital Introduction - Jones Trading

Kelly Schroeder is a Managing Director and Head of Capital Introduction at Jones Trading with over 18 years of experience. Prior to joining Jones Trading in October 2023, Ms. Schroeder spent 8+ years as a senior member of the Wells Fargo Capital Introduction team, working with Hedge Fund Investors and Managers on the East Coast, as well as the Mid Atlantic and Southeast regions. Before Wells Fargo, Ms. Schroeder instituted and led a Capital Networking initiative for Trading Technologies (TT) focusing on CTA and Global Macro strategies. Ms. Schroeder earned a BA in Supply Chain Management from Michigan State University. She currently resides in Raleigh, NC with her husband Scott and their two young sons.

Chief Operating Officer - Inverted Ventures

Craig D’Cruze is a multi-faceted entrepreneur with an outstanding track record analyzing and operating large businesses. Before overseeing conferences and restaurant operations as executive chef of the University of Calgary, Craig was the Executive Sous Chef for Marriott Hotels, where Craig consulted underperforming venues around North America to lead positive changes and growth. With Marriott, Craig successfully built and maintained teams of over 100 people. In 2020, Craig joined Inverted Ventures to lead Inverted Group’s due diligence team, and his outstanding performance led to his establishment of Inverted Group's early-stage venture capital business, which he leads to this day. Craig's exceptional natural skills in mathematics, research, and pattern analysis make him perfect to lead Inverted Ventures as the Chief Operating Officer.

Head of Cboe Global Indices

Chris Bialka joined Cboe Global Markets in January 2022 as VP, Head of Cboe Global Indices. He is responsible for helping to define the overall strategy and direction of index and platform development in support of Cboe’s growing benchmark’s business. Chris’s team develops, launches, and supports the ongoing maintenance and calculation of Cboe’s indices. Chris also oversees the Cboe Global Indices Feed, delivering both Cboe and external indices to the market in real-time 24x7 and the Cboe Global Indices Theoretical Option Pricing Service. Prior to joining Cboe, Chris spent 15 years at S&P Dow Jones Indices in various index management and development roles. He most recently was the Global Head of Data Operations and Global Head of Custom Index Operations. Chris has a B.A. in Mathematics from Fordham University.

Director - Impact for BrightEdge/American Cancer Society

Eunice is the Director, Impact for BrightEdge, the impact investment and venture capital arm of the American Cancer Society. Eunice is committed to sustainable values and focused on furthering the American Cancer Society’s mission through impact investing, venture capital, and innovative funding and financing structures. Prior to joining BrightEdge, Eunice served as the Chief Operating Officer and General Counsel for an ESG data start-up. She has multi-faceted expertise in domestic and global funds, investment products and ESG from her prior roles at prominent financial institutions, including Natixis Investment Managers, Bank of America/Merrill Lynch and State Street. She started her legal career at Choate, Hall & Stewart LLP as an associate, then partner, representing public and private companies in corporate and securities transactions. Eunice is currently serving as an Independent Director on the Board, Audit and Governance Committees of the Manning & Napier mutual funds. She is also a filmmaker specializing in writing and producing films about diversity and the financial markets. She actively promotes diversity through leadership, volunteering and mentoring. Eunice graduated from Tufts University with a B.A. and received her J.D. from William & Mary Law School.

Partner - DYNE Ventures, LLC.

• Partner at DYNE Ventures, a specialized Maritime Technology investment fund • Advisor to the US Secretary of Commerce and US Trade Representative for Tech and Policy • C-Suite at USA Rare Earth, a critical minerals and magnet tech company focused on energy mobility • Head of Intelligence Community at Anduril Industries, a tech company focused on autonomous systems • COO of a firm offering analytically enabled surveillance capabilities with on edge applications • 17 years in CIA operations including the CIA Front Office advising on strategy and tech innovation • London School of Economics (MSc with Merit); Lewis & Clark College (BA) MIT Sloan School of Management (AI Implications for Business Strategy)

Director - Innovation at American Cancer Society BrightEdge

Farnaz joined BrightEdge in early 2022, and in September 2023, she successfully launched the pioneering BrightEdge Entrepreneurs (BEE) program. This groundbreaking initiative is the first cancer-focused, geography-agnostic, early-stage venture accelerator, providing unparalleled access to training, experts, resources, and capital. The program is dedicated to supporting and training emerging bioentrepreneurs, accelerating research discoveries for the benefit of patients. Before joining BrightEdge, Farnaz held several prominent business development roles, at the University of Illinois at Chicago (UIC), the California Institute of Technology (Caltech), and Mass General Brigham (formerly Partners Healthcare). At Caltech, she played a crucial role in assisting researchers within the Division of Chemistry and Chemical Engineering in launching start-up companies. During her tenure at Mass General Brigham, she executed significant multi-million-dollar licensing deals, notably securing the Brigham and Women’s Cardiology department's one-hundred-million-dollar One Brave Idea grant. Additionally, Farnaz established and launched a biotech incubator and proof of concept fund at Tufts University and served as the Director of New Ventures at the University of Massachusetts Medical School. Farnaz earned her Ph.D. in Pharmacology from UIC, where she published nine papers and received over a dozen awards. Before her doctoral studies, she played a pivotal role in the formation and management of a start-up company based on her undergraduate research, gaining invaluable experience in its early stages, launch, fundraising, and overall management.

Partner - Storm Capital Partners

Chris co-founded Storm Capital Partners in 2022 and was a Senior Managing Director at the predecessor business which he founded in 2016. Chris was a Managing Director and Head of Business Development at Sorin Capital Management, LLC, a Stamford, Connecticut-based management firm focused on CMBS and REITs which he joined as an in-house professional in 2014 and converted into an outsourced marketing relationship in 2016. From 2008 to 2013, Chris was a Director of Marketing at S.A.C. Capital Advisors LP (“SAC”), focused on covering all investor types across the Americas. Prior to joining SAC, from 2006 to 2008, Chris was a Managing Director, Client Relations at Chilton Investment Company focused on raising capital from institutional investors. From 2003 to 2006, Chris was a Vice President at Goldman, Sachs & Co. working within the Equities and Fixed Income Divisions as a member of the Pensions Services Group providing institutional sales coverage for pensions, endowments, and foundations. Prior to 2003, Chris was an Associate in Goldman’s Investment Banking Division primarily covering natural resources and industrial companies. Chris earned both a Bachelor of Arts degree and a Master of Arts degree in Philosophy from Stanford University and both a Juris Doctor degree and Master of Business Administration degree from Duke University. Chris was on the board and is a past-President of The Association of Investment Management Sales Executives (“AIMSE”). Location: Park City, UT.

Senior Vice President - Wilshire

Scott is a Senior Vice President in Wilshire's Alternative Managed Accounts team and is responsible for business development across the broader Wilshire Alternatives business. Within the managed account team, Scott assists clients in the design and implementation of managed account advisory solutions and assists with the sourcing of new manager investments. Prior to joining Wilshire, he was the North American Head of Business Development for Adrian Lee & Partners an active currency and global macro specialist. Scott has over 30 years of experience in the asset management industry with over 20 years focused on alternative investments. His experience covers a broad set of asset classes and strategies including equities, hedge funds, quantitative, and convertible bonds. Over his career he has held positions including Head of Marketing, Relationship Management, Product Specialist, and Portfolio Manager at firms such as FQS Capital Partners, FRM Man Group, Ivy Asset Management, JP Morgan, and Neuberger & Berman. Scott is a graduate of Boston University and is a CFA and CAIA charter holder.

Advisor - Family Office

Mr Foroodian is part of the team at a private family office and an active investor. In his current role he looks at a variety of investments from early stage private to large cap public companies. His career includes a brief tenure as Managing Director EMEA at New Jersey based MPI after having served as Principal of a London based multi family office firm focusing on PE deals in the financial services industry. Mr Foroodian’s experience includes his roles as chief investment officer of Inflection Point Capital Management, Chief investment officer of Innovest Strategic Value Advisors, Vice President of Dresdner Kleinwort Benson, Barclays Global Investors and Mackenzie Financial. Mr Foroodian is a CFA charter holder. He completed his studies at the University of Oxford in Engineering, Economics & Management and has a MBA from Imperial College.

Director of Investment Research - Miven Family Office

Sung has been with Miven Family Office for the past nine years, serving as Director of Research. Sung spearheads their hedge fund investing efforts across asset classes and strategies, with meaningful skin in the game. Prior to Miven, Sung worked in an advisory role at the Chamberlain Group, serving high-net-worth clients. Prior to that, Sung started his career at the Capital Group. Sung received his MBA from the University of Southern California. On his free time, Sung enjoys fishing and golfing.

CFO & CIO, The Lutheran Foundation for Long-Term Living

Rob has served as CIO/CFO of the Lutheran Foundation for Long-Term Living (LFLTL) since its founding in 2021. Previously, he was a founding partner of an accounting and investment firm serving small businesses and entrepreneurs. Rob served on the board for LIFE-NWPA which was a non-profit providing care to the elderly. Rob oversaw the sale of LIFE-NWPA to a private equity group in 2021; the proceeds of which funded the new Foundation. One of Rob’s focuses in managing the assets of LFLTL is investing in alpha-producing alternative investments with a high degree of liquidity and low beta as well as illiquid asset classes that provide diversification. Rob graduated from the University of Notre Dame before later earning a Masters in Agricultural Economics from Purdue and an MBA from Indiana University. He is originally from Erie, PA and has three children. He was a collegiate boxer and owns a boxing gym in his current hometown of Milwaukee, WI.

Founder and CEO - Wellworth Health Advisors

John Samuels is the Founder and CEO of Wellworth, a premier NYC-based national healthcare advisory firm. Since 2016, Wellworth has helped clients navigate the complex healthcare system with services such as top doctor referrals, second opinions, health insurance reviews, appointment accompaniment, disease research, 24/7 decision support, and emergency care plans. With over two decades of senior healthcare leadership, John has a proven track record of operational excellence and strategic innovation. Before founding Wellworth, he was Assistant Vice President of the Emergency Medicine Service Line at North Shore LIJ, overseeing 16 emergency departments and a network of urgent care centers, impacting nearly 700,000 lives annually. Before his tenure at North Shore LIJ, John was the Administrative Director for the Department of Emergency Medicine at Mount Sinai Beth Israel. He was responsible for the leadership and operations of a Level II tertiary facility with over 160,000 annual patient visits. John optimized the department’s financial performance, increased patient volume, and enhanced patient satisfaction scores through innovative strategic planning and quality improvement initiatives. His experience also includes managing a state-designated AIDS Center and chemical dependency divisions, where he significantly improved patient care and operational efficiency. John’s expertise extends to emergency management and disaster response, leading critical initiatives during Hurricane Sandy and other major events. He has been recognized for his community service, particularly during the COVID-19 pandemic, and was honored on the Forbes Next 1000 list in 2021. John serves as a trustee for the Phillips School of Nursing at Mount Sinai and the Sepsis Alliance and chairs the Board of Directors at the 360 Academic Sports Academy. John holds a Master of Public Health in Health Policy and Management from the University of Massachusetts, Amherst, and a Bachelor of Arts in Political Science from Alfred University. He has furthered his education with a Certificate in Healthcare Leadership from the Cornell University S.C. Johnson Graduate. School of Management.

Co-Founder, Equinox Gyms; Founder, MoveJoy

Lavinia Errico, co-founder of Equinox Fitness, founder of the Inside/Out Movement, Principle in FirstPoint Partners and pioneering MoveJoy creator, has spent a lifetime helping women find their voices andexpand their potential to lead more authentic, empowered and joyful lives. As a successful andpassionate entrepreneur and brand innovator, Lavinia is a highly sought-after speaker who has appearedon numerous podcasts, served on panels at thought-leader conferences throughout the county anddelivered keynote addresses at several business/entrepreneurial seminars and summits. She hasinspired countless women of all ages to move forward with their vision and create successful businessesacross fitness, wellness, technology and the sciences. Her generosity to her fellow entrepreneurs islegendary.Lavinia has always been a seeker — a curious, open, deeply intuitive and discerning curator of the manyphysical, mental and spiritual practices that transform lives, bring us closer to our essential selves andunlock the meaning and purpose we all seek. Her belief in the interconnectedness of our minds, bodies,emotions and spirits is visceral and based on years of experience. At Equinox, she disrupted andrevolutionized the fitness industry by introducing the concept of wellness and seeding their clubs witheastern practices like Reiki and acupuncture and bringing meditation and yoga classes to the masses.Both personally and professionally, Lavinia has always been at the forefront of paradigm shifts in fitness,wellness and mindfulness. A visionary who always sees around the curve, Lavinia’s track record foridentifying the best and most impactful innovations is exemplary. She has gathered around her arenowned group of colleagues and practitioners, who collectively have touched and improved thousandsof lives, creating the kind of community that can help heal the world. Lavinia believes in giving back. She has personally mentored several of today’s groundbreaking youngfemale entrepreneurs and continues, through First Point Partners, to invest in new technologies andscientific breakthroughs that improve our health and wellbeing, and strengthen families andcommunities. Through all her work stretches a mystical thread of joy, a life force, a centered core ofenergy that we all possess and must continue to nurture. Her Movejoy Method is one of those threads,which when woven together, will help us create a better, healthier, more mindful and joyful world

Private Markets and Alternatives, Global Head of Privates & Wealth Distribution Raymond James

Ken Novak is a Managing Director and Head of Alternatives and Direct Privates Distribution for Raymond James. Prior to joining the firm, Ken was responsible for Business Development and was a member of the Investment Committee at Ferry Farm Capital, a dedicated asset management firm that focused on Private Credit solutions. From 2012- 2015, Ken was Head of RBC’s Institutional Middle Market division, a joint venture between the US Capital Markets division and Wealth Mgmt. platforms. He oversaw 60+ salespeople and 1000+ client relationships. Prior to RBC, Ken ran the Generalist Sales business as a top producing sales manager at JPMorgan in NY for over 8 years. Before JPM, Ken was a MBS/Fixed Incomes Institutional Sales specialist at Morgan Stanley for 6 years. He began his career at Mabon Securities. Ken has a BS from the Newhouse School of Communications at Syracuse. In addition, he dedicates time to multiple charitable organizations, guest lecturing at business schools around the country, his family, and golf.

Managing Director & Chief Investment Officer of Credit - Atlas Merchant Capital LLC

Mr. Wallach has been Chief Investment Officer of Atlas’s credit strategy since joining the firm in September 2019. Previously, Mr. Wallach spent 10 years at Paulson & Co., where he was a Partner and co-portfolio manager of Paulson’s global credit funds. Prior to joining Paulson in 2008, Mr. Wallach was a Partner at Oak Hill Advisors, serving most recently as Co-Head of European Investments. He joined Oak Hill in 1994 and co-founded the firm’s London office in 2005. Mr. Wallach began his career as an investment banker at Kidder, Peabody & Co. He has served on multiple corporate boards. Mr. Wallach earned a Bachelor of Arts degree in the Joint Program in Political Economy from Princeton University. He serves on the boards of two non-profits, Focus for a Future, Inc. and New Heights Youth, Inc. Mr. Wallach is a CFA Charterholder.

Director - West Virginia Investment Management Board

Mr. Rafferty was born and raised in South Philadelphia. He received his BS in Finance from Temple University. Peter currently serves as a Director at the West Virginia Investment Management Board. In addition, advises a multi-family office located in Philadelphia. Previously, Peter spent 20 years at the Abu Dhabi Investment Authority (ADIA), where he served in numerous roles including, Portfolio Strategist, Senior Fund Manager and a member of the Global External Equites Investment Committee. Over the course of his tenure at ADIA he managed the Global, US, EMEA and Emerging Market external portfolios. Also, while residing in Abu Dhabi, Peter was an active officer of the American Chamber of Commerce-Abu Dhabi, an organization that worked with the US Embassy, the UAE government and American businesses looking to setup in the Middle East. Prior to moving to Abu Dhabi, Peter was an Investment Officer at the Philadelphia Board of Pensions & Retirement. He earned his CFA Charter in 2000.