Joe focuses his practice on both transactional and litigation matters involving complex loans and structured transactions. He regularly represents private equity funds, asset managers, financial institutions, public and private corporations, family offices, high-net-worth individuals, and other investment vehicles in complex domestic and cross-border investment and financing transactions, focused on real estate, finance, and creditors’ rights…
Stephen Auresto is SVP of Business Development at Ultimus Fund Solutions. Stephen is responsible for driving growth in the private fund administration business. In this role, he works closely with private fund clients to understand their unique challenges and create custom fund administration solutions. Stephen leads the development of new business opportunities, expands client relationships,…
Jason Chertin is the Co-Chair, Investment Funds and Asset Management at McMillan LLP. A significant part of Jason’s practice encompasses working with investment fund managers, portfolio advisors and dealers in establishing, marketing and maintaining investment products, including privately offered domestic and offshore funds, publicly offered mutual funds and other exchange-traded funds. Jason also provides ongoing…
Dan has 13+ years’ experience working in financial services, with the last 7 being spent working directly with asset managers (traditional, hedge, and GP), institutional investors, and consultants. Currently Dan leads New Logo Sales for the Analytics division of Nasdaq, helping asset managers grow their business in the institutional space (and helping allocators evaluate potential…
Barry provides accounting, auditing, and tax services to clients in the financial services industry, focusing on broker dealers, hedge funds, private equity funds, funds-of-funds, and registered investment advisors. He possesses deep expertise in managing engagement teams, providing recommendations, and implementing solutions to structure and manage his clients’ middle and back offices. Barry spearheads professional initiatives…
