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…
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…
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…
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 Jason Jones is CEO of END-Labs. Prior to this he was co-Founder and Partner at Lend Academy Holdings, where he oversaw Lend Academy’s holdings in its media, conference, and investment businesses. Before that, Jason founded High Step Capital, an investment and consulting firm focused on Internet companies. Previously, he was an investment analyst at…
Monthly Forum Committee Chair B.J. Bellock, MBA, is a Licensed Real Estate Salesperson, with KellerWilliams Commercial New York & Connecticut. He has over 25 years ofexperience in the financial industry, dedicating most of his career toworking with Alternative Investors, including Hedge Funds, VentureCapital Funds and Private Equity Funds along with other InstitutionalInvestors. He has served…
As any astute business owner knows, superstar employees don’t come cheap. But without them, profits and that edge over competitors can be elusive. In the highly competitive world of hedge and private equity funds, how best to compensate premier talent can be both a daunting and complex balancing act. Two types of revenue streams In…
Arthena’s Founder and CEO, Madelaine D’Angelo, was invited to speak as a panelist at the The New York Hedge Fund Roundtable talk, “Alternative” Alternatives. Other panelists include Karen Boyer — President of Elements in Play, and Zack Henry — CEO of Baltoro Group. Elements in Play is an art advisory firm specializing in HNWI clients. Boyer discussed ways to approach…
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