Stanley Goldstein established Goldstein & Company in 1964, which grew into Goldstein Golub Kessler & Company. Under Mr.Goldstein’s leadership, GGK went on to become a major accounting firm when it was purchased by American Express in 1998. While at GGK, Stanley began working closely with City Associates, one of the very first hedge funds to enter the market. Mr. Goldstein was co-founder of Lucas Capital Management, the first hedge fund to specialize in Canadian Royalty Trusts. He was an early investor in Gerson Lehrman Group, the originators of the expert network consulting model and go2net, one of the stars of the .com period. His newest ventures are Novus, Clear-Serve, Artivest and eqalitycardproject.com. He is the founder of several nonprofits including American Friends of James Joyce and the Donors’ Forum, a roundtable of grant-making foundations and family offices. Mr. Goldstein is a graduate of Brooklyn College and the founder of the New York Hedge Fund Roundtable.
Adam Weinstein is a Managing Director of New Mountain Capital, LLC, a New York based private equity, public equity and credit manager with over $15.0 billion in assets under management; he joined that organization in 2005. At New Mountain, he serves as the Chief Financial Officer and Chief Administrative Officer of the overall platform. Specifically, he spends his time helping to run the firm on a day to day basis, helping to oversee firm management and operations with the CEO, and helps to drive strategy and firm process. He is involved with portfolio company oversight, investor relations and is also responsible for the day to day oversight of the finance, fund operations, investor reporting, administrative and tax functions. He also serves as an Executive Vice President and is on the Board of Directors of New Mountain Finance Corporation, a publicly traded business development company (Ticker: NMFC) which houses New Mountain’s current debt platform. He previously worked at Deloitte & Touche, LLP, in that firm’s merger and acquisition and private equity investor services areas, with clients that included large and small blue chip private equity and venture capital firms. He is a New York State Certified Public Accountant and received his B.S., summa cum laude, from Binghamton University. He also sits on the board of the Great Oaks Foundation a lead not for profit charter school organization, sits on the boards of various other not for profit organizations and heads the grant board for a private foundation he founded. He also writes articles and thought pieces in a number of publications and speaks on various panels regarding issues affecting the alternative investment industry.
Jason Jones – Co-Founder and Partner, Lend Academy HoldingsJason Jones is a Co-Founder and Partner at Lend Academy Holdings, where he oversees Lend Academy’sholdings in its media, conference, and investment businesses. Prior to Lend Academy, Jason founded HighStepCapital, an investment and consulting firm focused on Internet companies. Previously, he was an investmentanalyst at J. Goldman & Co., Goldman Sachs, Cambridge Associates, and Fidelity Investments. Jason is a boardmember at iFunding, an online real estate crowdfunding platform; a board member at the New York HedgeFund Roundtable; a co-founder and Manager of LendIt Conference; and an advisory board member of iMENA,a Middle Eastern Internet holding company. He holds an MBA from the Johnson School at Cornell Universitywhere he was a Park Leadership Fellow and a BS from Babson College. Jason is originally from the Boston areaand he currently resides in the NYC area.
Timothy Sledge is a Principal and one of the senior analysts of Bessemer’s Global Large Cap Equities Team. His specific coverage includes US and European large cap banks and life insurance companies. Prior to joining Bessemer, he was with Davis Advisors, Robert R. Meredith & Co., BlackRock, and Sanford C. Bernstein where he covered life insurance companies as a research associate. Mr. Sledge is a CFA charterholder and graduated from the University of Pennsylvania with a B.A. degree in English and Economics.
Lisa L. Roitman is a marketing and business strategist for Bloomberg Enterprise Data Management with a focus on regulatory compliance technology including Bloomberg’s Entity Exchange platform. Previously she served as General Counsel and Chief Compliance Officer for a SEC registered Investment Adviser and has held multiple business, legal and compliance positions both on the buy-side and on the sell-side throughout her career. Ms. Roitman experienced first-hand the largest US bankruptcy as Managing Director at Lehman Brothers in 2008. Ms. Roitman then spent three years running teams tasked with working on the unwind of Lehman’s derivative assets and setting up a claim and valuation process for defaulted Lehman bonds before leaving the bankrupt estate to join the hedge fund industry as a General Counsel for a US Fund of Hedge Funds and managed account platform. In addition to being a member of the Board of Directors of the New York Alternative Investments Roundtable and the Hedge Fund Association, Ms. Roitman is a member of Bloomberg’s Compliance Working Group and Crypto Currency Product working group. She is a member of Women in Derivatives and 100 Women in Finance. Ms. Roitman has been active in the Managed Futures Association and has spoken at various Bloomberg LP, Bloomberg BNA, Hedge Fund Association, Operations for Alternatives, Fund Finance Association and Hellenic Banking Association events and hosts a monthly webinar series on global regulatory compliance topics and is a frequent contributor to the Bloomberg Blog and Bloomberg Markets Magazine. Ms. Roitman earned her LLM in International Banking Law from the Morin Center for Banking Law Studies at Boston University School of Law; her JD from New England Law and her BA from Mount Holyoke College. She is an active mentor having lectured at Barnard College and at Pace Law School and currently mentors active service men and women looking to transition to the private sector through American Corporate Partnership.