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How Technology & Education Enhance Access to Alternatives

October 6 @ 12:00 - 13:00

Identifying the most promising investments begins with uncovering great managers, followed by thorough due diligence. And today there are robust platforms that can assist investors with this process from beginning to end.

Join the New York Alternative Investment Roundtable for a conversation with Lisa Vioni, the founder and CEO of Hedge Connection, and Robert Worthington, a Managing Director and Head of Independent Wealth Solutions at  iCapital Network, regarding how technology and education can both simplify and bolster the investment process. Hedge Connection is the first virtual capital introduction platform. And iCapital Network is a leading technology platform that provides investors and their advisors access to private funds and hedge funds.

Topics that Will be Discussed Include:
How the industry has developed platforms that give investors a scalable way to conduct research and make investments into private funds and hedge funds

Ways that technology platforms enhance transparency within the investment process and provide more managers access to capital

Panelists:

 

Lisa Vioni is founder and CEO of Hedge Connection, an enterprise SaaS solution for the financial industry that offers virtual capital introduction platforms to their clients. Prior to founding Hedge Connection, Lisa served as director of marketing at Ellington Management Group and previously at Singleterry & Co., where she oversaw all aspects of client relationships including raising money, organizing company events and developing marketing strategies. Before moving into hedge fund marketing, she was on the sell side at Lehman Brothers Securities, where she works as a senior vice president in mortgage backed securities –institutional sales. Lisa serves on the Board of High Water Women and is an arbitrator for FINRA.   She holds a bachelor of arts in French studies and a minor in Economics from Smith College as well as the Series 7, 63 and 65 licenses.  Beyond Wall Street, Ms. Vioni has produced three Broadway shows, including Long Day’s Journey Into Night, for which she won a Tony Award.

Robert Worthington is a Managing Director and Head of Independent Wealth Solutions at iCapital Network. His experience in the alternative investment industry includes sales, sales management, investment products and general company management. Prior to joining iCapital he held senior positions at Brookfield Asset Management, Hatteras Funds, JPMorgan Asset Management and Undiscovered Managers. He has been actively involved in the creation, structuring and sales of alternative investment products since 2001.

 

 

The discussion will be facilitated by Robert Akeson, Managing Director, Investment Banking at Riverside Management Group.

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