Lance Klima has spent over two decades working at the intersection of finance and sales – leveraging strong relationships that span private equity, Wall Street, and hedge funds alike and a deep knowledge of financial products to build entire departments from the ground up into multi-million dollar earners. He is currently Head of Business Development…
Patrick Hannon is a Managing Director at Trigon Investment Advisors where he is responsible for the strategic planning and implementation of all sales and marketing activities. Before joining Trigon in January of 2015, Mr. Hannon held a similar position at NuWave Investment Management, a New Jersey-based hedge fund that offers systematic cash equity & managed…
Lawrence D. Bartimer, CPA, Managing Director, has worked in the investment field for over 35 years. At PSG, Larry oversees the firm’s hedge fund investments and is a member of the investment committee. He began his career as a CPA with KPMG, prior to attending graduate school. He then spent 16 years in fixed income,…
DEI Committee Chair Mithra Warrier joined TD Securities in November 2017 and is Managing Director, US Head of Prime Brokerage Sales. Her responsibilities cover the client facing activities of TD Prime Services, which include origination, client service, and capital introduction. Prior to joining TD, Mithra was at Barclays, where she held several roles in prime…
Treasurer Marc Schneider is founder of Twelve Lions Capital, a financial advisory, consulting and investment management firm. Prior to founding Twelve Lions, Schneider was a Managing Director of Avenue Capital Group, where he was responsible for Avenue’s European Funds’ investments in the basic materials sectors. Before that, he was a Director in the Investment Banking…
Membership Bob Stearns, Managing Partner, Longship Alternative Asset Management. Bob has over 35 years of experience in the hedge fund business. His background includes trading, research and raising assets. He began his hedge fund career in 1987 as Bruce Kovner’s trading assistant at Caxton, which grew to be one of the largest Global Macro Hedge…
Ashish is a corporate governance and global strategy advisory professional, currently serving as the Managing Director of Wall Street Board, a New York based corporate governance and management consulting company. Ashish has more than 15 years of extensive experience in the investment banking and management consulting industry, which includes strategic advisory services to executive management…
Director of Operations Britt Erica Tunick is a Senior Consultant specializing in media relations, corporate positioning, content creation and event planning. She is an award-winning journalist with more than 20 years of experience writing about the financial services industry. Britt is a former senior writer for AR Magazine (Absolute Return & Alpha), where she wrote…
Monthly Forum Committee James “Jim” De Alto is Managing Director and Head of Prime Brokerage and Correspondent Clearing Services at Mirae Asset Securities (USA). He is responsible for all aspects of client facing activities including new business, custody, clearing, securities financing and capital introduction. James is a highly respected industry veteran with more than 30…
Membership With more than 25 years of experience at asset management, research, regulatory, distribution and financial service operations firms, Peter shares a wide view perspective with those he supports. Tenures included Citi, Alliance, Argus Research, ADP, and Computershare. Entrepreneurial, he has owned two firms in the alternative energy and sales distribution/marketing advisement sectors. He is…
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