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…
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,…
Rob has spent more than 25 years providing tax and related consulting services within the asset management industry. Over the years he has provided services for hedge funds, private equity and venture capital funds, commodity pools, open-end and closed-end funds, and various private placements and fund structures. Rob consults with clients and attorneys on fund…
Mitch Ackles is the founder and CEO of Hedge Fund PR, and the global president and spokesman of the Hedge Fund Association, an international non-profit organization that promotes the understanding and development of the alternative investment industry. With over 30 years experience, Mitch has a track record for excellence. He has executed campaigns for hedge…
Deloris Dunk-Vickers, CPA, has over 20 years of professional experience in the financial services industry including roles at premier financial institutions and CPA firms. She currently serves as Director of Assurance for Katz, Sapper & Miller LLP’s Financial Services division where she is responsible for the audit of hedge funds, private equity funds, fund of…
Lauri K. Goodwyn has extensive experience representing hedge fund clients and other buy side market participants on a wide array of matters, including but not limited to (a) negotiating: (i) ISDAs and related confirmations; (ii) prime brokerage agreements, futures and options agreements, FX and credit intermediation agreements, term margin agreements, securities lending agreements, tri-partite, control…
Leanne Golding is a Director of HTC Fiduciary Services Limited and an officer of The Harbour Trust Co. Ltd. (together, doing business as “Harbour”). She is responsible for providing fiduciary services to Harbour’s fund clients, including serving as an independent director for such funds. Ms. Golding has been in Cayman since 1996 and previously worked…
Alex Contreras is a Sr. VP at Apex Group based in Miami, focusing on Fund Services for Hedge, PE, VC & Digital Assets managers. His work includes Corporate Services, Fund Administration, ESG Ratings & Advisory, European Vehicles and Manco Work. Apex currently has over $2.3T in assets serviced. In addition, with over 18 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…
Nick Smith leads Nasdaq-100 Index Options (NDX®) Sales at Nasdaq working with banks, funds, brokers, platforms and allocators to develop Nasdaq’s proprietary index options business. Originally from the Yorkshire Dales in England, Nick graduated from Aston Business School in Birmingham, England with Economics & Management first class honors. Starting his career in London at Deutsche…
