EisnerAmper Alternative Investment Summit 2016

New York

Jun 14, 2016

1:30pm Registration

2:00pm Welcoming Remarks

2:15pm Family Offices and Alternatives:

How family offices are allocating capital to managers, exploring co-investment opportunities and their economic outlook.

  • Abigail Laufer, Ferguson Family
  • Dean D’Onofrio, BEL45 Advisors, LLC
  • Ken Glassman, RWN Management
  • Laurence Schreiber, Clarity Capital
  • Berk Nowak, Brown Advisory (moderator)

3:15pm Coffee & Networking

3:45pm Private Equity:

What trends are private equity firms experiencing, from opportunities for growth to raising and deploying capital.

  • Adam Blumenthal, Blue Wolf Capital Partners LLC
  • George McCulloch, Level Equity
  • Will Porteous, RRE Ventures
  • Peggy Marshall, M20 Private Fund Advisors (moderator)

4:45pm Hedge Funds:

A strategic capital discussion focused on seeding, acceleration capital and the acquisition of minority stakes in hedge funds.

  • Don Rogers, Stride Capital
  • Nick Vamvakas, Investcorp
  • William Turchyn, Mariner Group
  • Mike Dubin, Silvercrest Asset Management Group (moderator)

5:45pm Closing Remarks

6:00pm Cocktail Reception

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Abigail Laufer

Chief Investment Officer, Ferguson Family Office

Bio: Abigail Laufer is the Chief Investment Officer of the Ferguson Family Office, where she currently manages the assets of the Family Office as well as the assets of individuals and private clients. Prior to joining the Ferguson Family Office as CIO, Ms. Laufer was Director of Mutual Fund Research at Merrill Lynch. She then served as a consultant to Frank Russel Company’s fortune 500 clients, providing strategy and investment research for pension and high net worth clients. In 1997, Ms. Laufer co-founded Hanover Square Associates to provide marketing consulting services to managers. She then became a partner at the New Energy Fund, a hedge fund devoted to public and private investments in the renewable energy sector. In 2009, Ms. Laufer formed Virid Capital Management to focus on public investments in the cleantech sector.

Adam Blumenthal

Founder and Managing Partner, Blue Wolf Capital Partners LLC

Bio: Adam Blumenthal is the Founder and Managing Partner of Blue Wolf Capital Partners LLC. The Blue Wolf Capital Funds are a family of private equity funds which focus on transformational investments in middle market companies. Mr. Blumenthal has served on the board of directors of numerous middle market companies, many of which he helped create through strategies similar to those employed by Blue Wolf, over the course of three decades.

Berk Nowak

Partner and Portfolio Manager, Brown Advisory

Bio: Berk Nowak is a Partner and Portfolio Manager at Brown Advisory. Mr. Nowak was a founding partner of Highmount, a global wealth management firm established in 2002, which joined forces with Brown Advisory in June 2015. Prior to Highmount, Mr. Nowak was a Vice President at Trainer Wortham & Company, where he established the Family Wealth Management Group. Mr. Nowak began his career at Bankers Trust Private Bank, where he managed portfolios for high net worth individuals and served on the Domestic Investment Strategy Committee.

Charles Weinstein

CEO, EisnerAmper

Bio: Charles Weinstein is the Chief Executive Officer of EisnerAmper LLP and a member of the firm’s Executive Committee. With over 35 years of experience in the field of public accounting, Charly has held leadership positions throughout his entire career. Prior to the formation of EisnerAmper LLP, Charly was Managing Partner of Eisner LLP. The 2010 combination of Eisner LLP and Amper, Politziner & Mattia, which Charly oversaw, was recognized as “Deal of the Year” by the Association for Corporate Growth. In 2012, Charly directed the merger of San Francisco-based accounting firm Harb, Levy & Weiland into EisnerAmper and has been instrumental in leading both merger-related and organic growth ever since. In addition to his leadership position at EisnerAmper, Charly holds a number of corporate, industry and charitable positions. Charly helped to found and form EisnerAmper Global, an international network of independent member firms created to address the specialized needs of the financial services industry. Charly is an active member of the American Institute of Certified Public Accountants (AICPA), where he serves on the Board of Directors and is Chair of the Major Firms Group. He is a past Chairman of its Personal Liability Insurance Program and served on the Nominating Committee. He is an active member of the New York State Society of Certified Public Accountants (NYSSCPA). For the 4th year in a row, Charly has been selected for the National Association of Corporate Directors’ “NACD Directorship 100,” a grouping of the most influential people in corporate governance and the boardroom. Charly was previously named Accountant of the Year by the Association for Corporate Growth.

Dean D'Onofrio

CIO, BEL45 Advisors

Bio: Dean D’Onofrio is the Managing Member and Chief Investment Officer of BEL45 Advisors, LLC, a single family office. Mr. D’Onofrio has spent the last 35 years in the financial services business having managed institutional asset management, hedge fund and proprietary trading business units, as well as the equity-linked capital markets and equity derivative sales and trading divisions at Bankers Trust and Merrill Lynch. Following his tenure on the sell side, Dean co-founded both multi-strategy and single-strategy hedge funds, managing assets for large funds of funds and hedge funds, such as Blackstone and Tudor Investments.

Don Rogers

Founder, Managing Partner, Stride Capital Group

Bio: Don Rogers is the Founder and Managing Partner of Stride Capital Group. He has over 20 years of industry experience in early stage alternatives investing. Prior to founding Stride Capital in 2009, Mr. Rogers was a Partner and founding team member of SkyBridge Capital, where he played a significant role in launching SkyBridge’s first fund. Mr. Rogers was a Co-General Partner and Co-Founder of Rogers Investment Partners LLC, a private investment entity with a focus on investing in early stage and day one alternative managers.

Frank Napolitani

Director, Financial Services, EisnerAmper

Bio: Frank L. Napolitani is a Director in the Financial Services Group. With nearly 20 years of experience working with an array of financial services organizations, including a fund of hedge funds, family office and prime brokerage firm, Frank provides business consulting services to investment fund managers in hedge funds, private equity, real estate and venture capital. Frank assists clients during the prelaunch stage by helping them budget their prelaunch and year 1-3 expenses, choose service providers (e.g., legal, fund administration, prime brokerage, outsourced compliance) and handle general infrastructure items such as real estate and IT services. In addition, he helps them develop marketing materials to present to prospective investors. Since 2005, Frank has been involved directly and indirectly with over 100 fund launches, and continues to consult a number of those managers today.

George McCulloch

Founder, Level Equity

Bio: George McCulloch is the Founder of Level Equity. Prior to founding Level Equity in 2009, Mr. McCulloch began his career as Managing Director at Insight Venture Partners, before becoming an investor at Summit Partners. Mr. McCulloch is an independent director of Medidata Solutions and a trustee of ARTstor, a non-profit initiative founded by The Andrew W. Mellon Foundation that builds technology to enhance teaching and learning in the arts.

Ken Glassman

Chief Executive Officer and Chief Investment Officer, RWN Management

Bio: Ken Glassman is the Chief Executive Officer and Chief Investment Officer of RWN Management. Prior to joining RWN, Mr. Glassman was Senior Managing Director and Co-Head of Credit Investing at Sandell Asset Management. He was previously at Goldman Sachs as Managing Director and Co-Head of the firm’s High Yield and Distressed Investment Group.

Lionel Erdely

Head and Chief Investment Officer of Hedge Funds, Investcorp

Bio: Lionel Erdely is Head and Chief Investment Officer of Hedge Funds at Investcorp. Prior to joining Investcorp in 2013, Mr. Erdely was Chief Executive Officer and Chief Investment Officer at Lyxor Asset Management. Prior to joining Lyxor, Mr. Erdely was Vice President in the Equity Corporate Finance department at Société Générale. During his time at Société Générale, Mr. Erdely worked on several IPOs, capital increases and convertible bond issues, primarily on the German market.

Michael Dubin

Senior Advisor, Silvercrest Asset Management Group

Bio: Michael Dubin is a Senior Advisor at Silvercrest Asset Management Group in its Alternative Investment group. Mr. Dubin has over two decades of hedge fund experience. His responsibilities include strategic business development with a focus on institutional marketing and client relations, as well as serving on the Investment Committee. Previously, as a Partner at Powers & Dubin for more than 15 years, Mr. Dubin helped develop their expertise in the management of hedge fund of funds. Prior to that, he served as President of both Morgan Stanley/GFTA and GFTA Services, which marketed sophisticated multi-billion dollar currency risk management systems for major institutions worldwide. Earlier, Mr. Dubin headed up the International Financial Advisory Service at Brown Brothers Harriman & Co.

Nick Vamvakas

Managing Director, Head of Single Manager Business, Investcorp

Bio: Nick Vamvakas is responsible for the Hedge Funds Programs Single Manager and Special Opportunity businesses. Mr. Vamvakas joined Investcorp in 2010 from Lyxor Asset Management, a subsidiary of the Societe Generale Group, where he developed and managed hedge fund seeding programs. Mr. Vamvakas has more than 21 years of experience in alternative investments. Before joining Lyxor Asset Management, he was President and a Director of BAREP Asset Management USA, Inc. and prior to becoming President he established and reinforced Societe Generale's alternative presence in Ireland as Managing Director of Societe Generale Alternative Investment (Ireland) Ltd., a Dublin-based asset management firm. Mr. Vamvakas also spent time working with BAM USA, where he was an Executive Vice President and in charge of organizational development. Mr. Vamvakas holds a BS in Finance from DePaul University, Chicago and is a member of the National Futures Association.

Peggy Marshall

Partner, M20 Private Fund Advisors

Bio: Peggy Marshall is a Partner at M20 Private Fund Advisors, an investment banking boutique specializing in all aspects of private equity fundraising. Prior to forming M2O, Ms. Marshall was a Managing Director in the Fund Placement Group at Jefferies & Co., where she was responsible for project management and distribution of alternative investment funds to an institutional investor base. Prior to Jefferies, she was a Principal at Mallory Capital Group, a boutique placement agent based in Darien, CT, where she was responsible for sourcing and evaluating prospective general partners. Prior to Mallory Capital Group, she spent nearly a decade in the Private Fund Group at Credit Suisse and the Private Equity Group at Merrill Lynch & Co., where she held positions of increasing responsibility raising private equity, real estate, hedge fund, co-investment, secondary and direct private placement capital for nearly 50 transactions.

Will Porteous

General Partner and Chief Operating Officer, RRE Ventures

Bio: Will Porteous is the General Partner and Chief Operating Officer of RRE Ventures. Prior to joining the venture capital industry, Mr. Porteous held senior management positions with SupplyWorks and NetMarket, the e-commerce pioneer now owned by Cendant Corp. Mr. Porteous is currently a Director at Buzzfeed, Connected Data, Paperless Post, Spaceflight, and Spire. Mr. Porteous is also an Adjunct Professor at Columbia Business School and Chairman of the Dockery Farms Foundation, which he founded.

William Turchyn

Partner, Mariner Investment Group

Bio: William Turchyn is a Partner at Mariner Investment Group, LLC and a member of the firm’s Management Committee. Prior to joining Mariner, Mr. Turchyn was Chairman of ING Furman Selz Capital Management. He was a member of ING Aeltus Operating Committee, responsible for over $50 billion of alternative and traditional investment strategies. Mr. Turchyn is a member of the Board of Governors of the Money Management Institute, which he co-founded. Mr. Turchyn has served on the boards of numerous private and public companies, including Franchise Finance Corporation of America, America First Companies, Silver Screen Management, Polaris Industries, and W.P. Carey and Company.

Laurence Schreiber

Clarity Capital

Bio: Laurence Schreiber is Co-President of Clarity Capital, based in New York. Mr. Schreiber is deeply involved in all aspects of the firm’s development, including client support, investment management, and product innovation. Mr. Schreiber spent over 20 years in senior management positions on the sell side, operating as Head of Global Emerging Market Solutions at Deutsche Bank and as Head of Latin America Client Solutions at Bank of America Merrill Lynch.

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