Jonathan Daniel is an Audit Manager at Grant Thornton, a global audit, tax and advisory organization. He primarily focuses on financial statement audits of Public and Private Asset Management companies, including Hedge Funds and Private Equity funds in New York City. Jonathan is actively involved in national leadership within the firm’s business resource groups and…
Technology Michael Medvinsky is the CEO of Nedelma, which offers an intuitive, financial business intelligence (BI) platform that works across numerous devices (desktop, the iPad and others) and can be used without any IT involvement. Nedelma is the winner of the Hedgeweek USA Awards 2015, the Best Fund Accounting and Reporting Systems Firm. Prior to…
DEI Committee Gabrielle Guttman is the Founder & President of the strategic business development advisory firm Connext Consulting Inc®. She uses an integrated suite of services that includes business development, marketing, events, and communications to help businesses and nonprofits achieve their optimal growth potential. Prior to founding Connext, Gabrielle held business development, PR/IR and marketing roles…
Membership Pierre is an angel investor, an entrepreneur, a corporate growth advisor, and the father of four college-age children. He is also a Partner at HPM Partners where, with his 32 partners and 50 associates in six offices, he works with owners of businesses on their growth strategies, M&A, financing, liquidity, wealth management, cross-border/multi-national issues,…
Monthly Forum Committee Patrick T. Egan is the Head of Morgan Stanley’s Managed Futures business, as well as Chairman and President of Ceres Managed Futures LLC (the general partner and commodity pool operator to Morgan Stanley’s Managed Futures funds). He began his career at Morgan Stanley (and its affiliates) in 1991 and has 30 years…
President Kunjan Mehta is a partner at Grant Thornton LLP, a global audit, tax and advisory organization, where he primarily focuses on assurance and auditing services for hedge funds, private equity funds and broker dealers. Kunjan has written thought leadership pieces for the firm and is actively involved in technical trainings within his firm. Kunjan…
Education/Best Practices Committee Chair Robert E. Akeson is Managing Director, Investment Banking at Riverside Management Group (“RMG”), where he focuses on fintech and asset management companies. Since 1996, RMG has provided financial advisory and investment banking services to companies, funds and entrepreneurs. Previously, he was Chief Operating Officer and Co-Head of Prime Brokerage at Mirae…
John Basile is a partner in the New York regional offices of Baker Tilly Virchow Krause, LLP. He is the Regional Leader of the Financial Services practice group. John represents alternative investment funds and their managers, as well as broker-dealers and investment advisory firms. His responsibilities also include developing and implementing the firm’s strategies and…
Director Lisa L. Roitman is the general counsel of Pollen Street Capital (US) LLC, a global independent alternative asset management company focused on the financial and business services sectors. Prior to joining Pollen Street Capital she was a marketing and business strategist for Bloomberg LP in their Enterprise Data division with a focus on regulatory compliance…
Director Tim is a Portfolio Manager and Research Analyst at TD Epoch, a division of TD Bank. He is a seasoned investment professional with over 20 years experience investing in public equities across various industries and geographies. He began his analyst career in 2002 at Sanford C. Bernstein & Co. to help cover US life…
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