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.
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 developing the group’s key staff. John also serves as a member of the firm’s Board of Partners where his responsibilities include setting overall strategy for the firm as well as management oversight.
Robert E. Akeson is Co-Head of Prime Brokerage for Mirae Asset Securities (USA) Inc., which operates a leading institutional capital markets platform to service professional investors with complex global needs. The firm is affiliated with Mirae Asset Financial Group, Korea’s leading non-bank financial services firm that has, as of September 2019, $396 billion in assets under management. The Group operates in 14 different country markets
Mr. Akeson has extensive experience managing prime brokerage, capital introduction, agency execution and research distribution businesses. He has also served as a member of the G.P. of a hedge fund and had advisory board experience with small money management firms. His background includes leadership positions with Neuberger Berman, Morgan Stanley, Industrial and Commercial Bank of China Financial Services and ADP BISG.
Mr. Akeson is a frequent speaker on topics related to the hedge fund industry, prime brokerage, market liquidity and Basel III. He is Chairman of the Business Management Interest Group of the New York Society of Security Analysts, the DTCC Systemic Risk Roundtable and the Economic Club of New York. Mr. Akeson has also taught Money, Banking and Financial Markets at Molloy College.
Mr. Akeson holds an MBA from NYU and a BA from Washington College. He resides in Rockville Centre, N.Y. with his wife, with whom he has two grown children.
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 is also a member of the New York State Society of CPA’s Private Equity Committee and serves as the Co-Vice President of Membership with ASCEND. Kunjan is a licensed CPA in the US as well as a Chartered Accountant from the Institute of Chartered Accountants of India. He graduated from Gujarat University in India with a Bachelors in Finance and Accounting.
B.J. Bellock has over 25 years of experience in the financial industry, dedicating most of his career to working with Alternative Investors, including Hedge Funds, Venture Capital Funds and Private Equity Funds along with other Institutional Investors. He has served in senior positions including fixed income trading, sales and sales management at Bank Of America, Deutsche Bank, Common Wealth Bank of Australia and Dean Witter. He also has extensive experience as a former Financial Consultant. As an adjunct Professor, he has taught various undergraduate financial courses at the Connecticut campus of Phoenix University, as well running seminars for students and the public, and is certified to teach Corporate Training classes. Currently BJ is working as an independent consultant. He holds a Masters in Finance and a Masters in Accounting from the Fordham University Graduate School of Business.
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, estate planning and tax strategies; and for his multi-generational and family clients, he brings several lifetimes of dealing with family dynamics, trusts, business-ownership, family charters and youth education as a member of two large, historic business families. Before HPM Partners, Pierre was at Two Sigma Investments, where he raised capital for the firm’s quant hedge funds and he invested capital in private deals in Mainland China and elsewhere. Previously he was an entrepreneur, co-founding three software companies resulting in one IPO in 1993, one acquisition that led to an IPO in 2010, and one total disaster. After getting a BScE at Princeton in 1982, Pierre started his career at Bolt, Beranek & Newman (BBN) as a research scientist and software engineer in computational linguistics, parallel processing, and statistical data analysis.
Gabrielle Guttman is the President and Founder of Connext Consulting Inc., a business development, strategic introductions, marketing, events and PR/IR consultancy. Prior to founding Connext, Gabrielle was VP of Business Development & Marketing for Southridge LLC. She was responsible for hedge fund marketing, public/investor relations and marketing financial products to global public companies. Before joining Southridge, Gabrielle worked for Kroll Inc., Grey Group Inc., and the investment banking division of Bear, Stearns & Co. Inc. Throughout her career, Gabrielle has been an active volunteer and currently holds leadership positions with not-for-profit and philanthropic organizations focused on the financial services industry, women’s initiatives and children’s development. Notable affiliations include 100 Women in Hedge Funds, HedgeNY, Portfolios with Purpose, ALTSO, High Water Women, the Hedge Fund Association, the Connecticut Hedge Fund Association, and Barnard Business and Professional Women. Gabrielle graduated Magna Cum Laude with a B.A. in Economics from Barnard College, Columbia University.
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 founding Nedelma, Michael has held senior technology positions at Goldman Sachs, UBS and GE Capital.
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 actively engaged with the charity ParentJobNet.org that provides holistic career planning for those in needy communities. Peter is a Certified Financial Planner (TM) and former series 7 and 24.
Ashish is a corporate governance and global strategy advisory professional, currently serving as the Managing Director of Wall Street Board, a New York based corporate governance and management consulting company. Ashish has more than 15 years of extensive experience in the investment banking and management consulting industry, which includes strategic advisory services to executive management on governance, business performance and development. He has worked in the United States and India with large investment banks where he advised on various mergers and acquisitions transactions for multinational businesses operating in a range of industries that includes alternative investments, being on both buy and sell sides of the deals. Ashish is a Harvard Business School alumnus, with a doctorate degree in business management, and an MBA degree in finance. He is a graduate in law and holds a BS in physics and mathematics. He serves on the board of various organizations and is a member of the Dow Jones & Company’s Market Watch Opinion Board. He is a frequent speaker at professional groups and executive forums.
Bob has over 30 years of experience in the hedge fund business. His background includes trading, research and raising assets. Bob began his hedge fund career in 1987 as Bruce Kovner’s trading assistant at Caxton, which grew to be one of the largest Global Macro Hedge Funds. Bob was later the CIO of the fund of funds business at EGM in San Francisco and then the senior hedge fund analyst at Kenmar a large fund of funds based in Greenwich CT. Bob began his career on Wall Street in Shearson’s commodity research department as a chartist / technical analyst back when you had to draw charts by hand. Longship raises assets for a few select hedge fund managers that we have known for a long time. We believe in the wisdom of grey hair, we earned every one of them.
Patrick Hannon is a Managing Director at Trigon Investment Advisors where he is responsible for the strategic planning and implementation of all sales and marketing activities. Before joining Trigon in January of 2015, Mr. Hannon held a similar position at NuWave Investment Management, a New Jersey-based hedge fund that offers systematic cash equity & managed futures strategies. From September 1999 to February 2010, Mr. Hannon was a Vice President within the Morgan Stanley Alternative Investments Division where his responsibilities included various aspects of due diligence and manager selection for the Managed Futures department, as well as expanding the department’s business development and client education efforts. Prior to his role at Morgan Stanley, he worked in the United States Senate for Senator Alfonse D’Amato and Senator Charles Grassley focusing on foreign relations, finance, and banking-related issues. Mr. Hannon received a B.A. from Loyola University of New Orleans and has the official designation of the Chartered Alternative Investment Analyst Association (CAIA).
Marc Schneider is founder of Twelve Lions Capital, a financial advisory, consulting and investment management firm. Prior to founding Twelve Lions, Schneider was a Managing Director of Avenue Capital Group, where he was responsible for Avenue’s European Funds’ investments in the basic materials sectors. Before that, he was a Director in the Investment Banking Department of Salomon Smith Barney. Before moving into finance, Schneider practiced corporate law for Cravath, Swaine & Moore and for Stroock & Stroock & Lavan. He holds a bachelor of science in industrial engineering from Lehigh University and a Juris Doctor degree from theUniversity of Miami School of Law, where he graduated magna cum laude.
Mithra Warrier joined TD Securities in November 2017 and is Managing Director, US Head of Prime Brokerage Sales. Her responsibilities cover the client facing activities of TD Prime Services, which include origination, client service, and capital introduction.
Prior to joining TD, Mithra was at Barclays, where she held several roles in prime brokerage including origination sales, hedge fund financing, and Head of Client Service.
Mithra joined Barclays through the acquisition of Lehman Brothers in 2008. At Lehman Brothers, Mithra was a member of the repo desk and held both sales and trading roles.
Mithra is a member of TD Securities Women in Leadership and co-chairs TD Securities’ Minorities in Leadership in the U. S. Mithra graduated from Northwestern University in 2002 with a Bachelor of Arts In Economics.
Lawrence D. Bartimer, CPA, Managing Director, has worked in the investment field for over 35 years. At PSG, Larry oversees the firm’s hedge fund investments and is a member of the investment committee. He began his career as a CPA with KPMG, prior to attending graduate school. He then spent 16 years in fixed income, institutional sales and trading at firms such as Citibank, UBS and First Union. In 2000, Larry was a founding partner and President of an Internet firm, Mployees. Prior to joining PSG in 2006, he was with a Fund of Funds, where he was responsible for their emerging manager development practice, as well as being involved in client development. Larry received an undergraduate degree in 1978 at the State University of New York at Albany in Accounting and Business, and earned an MBA from The Wharton Business School.