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.
Alessandra Tocco has over 30 years’ experience in the alternatives investment industry. Most recently, she served as a managing director focusing on business strategy for a fixed income asset management firm, Good Hill Partners. Prior to joining Good Hill Partners, she was a managing director at J.P. Morgan, sitting on the prime brokerage management committee with specific responsibility for creating and overseeing the global Capital Advisory group encompassing business consulting, the content and branding efforts and capital introduction. Before that, she was a director of US capital introduction at ABN-AMRO focusing on macro and fixed income strategies.
Ms. Tocco began her career at Morgan Stanley, where she managed the due diligence effort and created several fund of fund products within the asset management division. In 2015 she was honored as one of the 50 Leading Women in Hedge Funds by The Hedge Fund Journal.
Outside of the office she supports several local charities and civic organizations. In addition to serving as president of the New York Alternative Investment Roundtable, she sits on the national board of directors for the Lymphoma and Leukemia Society and the youth development committee of the NYC chapter of the YMCA. Ms. Tocco holds a B.S. in finance from Mercy College and continues to work closely with the development office at Mercy, helping students prepare for a career in finance.
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.