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…
Jodi serves as global co-lead of Reed Smith’s Financial Industry Group. She began her career in 2001 and has spent the last 23 years representing investment banks, specialty lenders, special strategy debt funds, real estate investors and participants in the secondary debt market. She is well-known in the industry for “closing the deal”, and has…
Krista Oldfield is a member of the fundraising team at I Squared Capital, a global infrastructure investment company based in Miami with offices in London, New Delhi, Singapore, Taipei and Sydney. With over 15 years of experience in client relationships, including fundraising and business development, Krista has worked for Lee Equity Partners, Karsch Global Credit,…
Paul is a Director in the Forvis Mazars Dallas-Fort Worth-Waco audit practice unit. He has experience with various fund strategies, consisting of private equity funds, hedge funds and venture capital funds, as well as their underlying portfolio companies. He has built his career around leading and coordinating audit engagements for clients ranging from startup funds…
Brian is the National Asset Management Group Leader at Forvis Mazars and is based in the firm’s Southern Florida office. He has significant experience with audit, accounting, and compliance matters related to alternative investment funds, including private equity funds, hedge funds, venture capital funds, mutual funds, debt funds, and SBIC funds, for more than 23…
Jake is a partner in Citrin Cooperman’s Assurance practice based out of the Braintree office. Jake is an experienced professional with over 13 years of experience focused on financial services, life sciences and technology industries. Jake is a CPA, providing a wide variety of accounting, audit, and consulting services to public and private clients in…
Alexander Reyes is a partner in the firm’s New York City office with over 20 years of experience in assurance and advisory. He is the leader of the firm’s Financial Services Practice and a member of the Audit and Attest Committee. Alex provides a broad range of assurance and advisory services for financial services, private…
As the Founding Partner & CEO of Meraki Global Advisors, Benjamin Arnold is responsible for running all facets of the business. The concept of Meraki Global Advisors was a direct result of Ben’s determination to deliver asset managers a differentiated outsourced platform with an overriding objective of excellence. Mr. Arnold has over 15 years of…
Mr. Paul Gray is the CEO and Founder of the global value-based hedge fund Ironhold Capital Management headquartered in New York City. Mr. Gray spends the majority of his time building product, managing teams and scaling company operations and systems. Mr. Gray brings over a decade of asset management experience after overseeing a family real…
