Adam Cohen is a director-portfolio manager within the AXA-Equitable Funds Management Group, LLC (“FMG LLC”), the investment manager for AXA-Equitable’s separate account business. He is also a Portfolio Manager of 1290 Asset Managers, AXA’s retail fund platform. As a member of the Investment Management Team within FMG LLC, Adam currently serves as a co-portfolio manager… Read more »

Mr. Hoffmann is a senior vice president and alternative investment strategist in the Newport Beach office. He focuses on alternative investments within PIMCO’s global wealth management group, engaging with clients on investment strategy and product due diligence for both public and private alternative investment strategies. Mr. Hoffmann joined PIMCO in 2010 as a portfolio manager… Read more »

Mr. Brad H. Lamensdorf Founded BHL Advisors, LLC in 2005. Mr. Lamensdorf is a Founder of Watt Partners Fund. Mr. Lamensdorf serves as Portfolio Manager at Ranger Alternative Management, L.P and AdvisorShares Trust – AdvisorShares Ranger Equity Bear ETF. He was a Managing Partner Founder at Tarpon Capital Management. Mr. Lamensdorf co-founded Tarpon Capital Management… Read more »

Brett Condron is a Managing Director of Blackstone Alternative Asset Management (“BAAM”), Blackstone’s Hedge Funds Solutions group. Mr. Condron is the global head of BAAM’s Individual Investor Solutions (“IIS”) group, a strategic vertical focused on product and business strategy for regulated solutions serving individual investors, defined contribution, family offices and financial intermediaries. Over the past… Read more »

Bruce H. Lipnick is Founder, Chief Executive Officer and Chairman of the Board of Directors of Asset Alliance Corporation (“Asset Alliance”). He is also Chairman and Chief Executive Officer of Asset Alliance Advisors, Inc. He has an extensive background in alternative investments with over 40 years of experience in the investment management and financial services… Read more »

Candice Looney Marcum joined Raymond James in 2012 and serves as a Regional Director on the Sales Team for the Alternative Investment Group. Candice has been in the Financial Investment industry for over 17 years, beginning her financial career as an Assistant Vice President, Business Analyst with JP Morgan Chase. Candice then moved on to… Read more »

Dennis Rhee is Co-Founder and a Managing Member of Treesdale Partners, where he sits on the executive investment committee of the multi-manager and direct investment funds. He has over twenty years of Wall Street experience in roles ranging from management, fixed income sales and trading, derivatives structuring, portfolio and risk management, and the design of… Read more »

Keith leads BDO’s Asset Management industry group practice, which encompasses hedge, private equity and venture capital funds/fund of funds as well as mutual funds, BDCs and broker-dealer entities. EXPERIENCE SUMMARY Keith has more than 16 years of professional audit experience and 10 years of diversified industry experience. Keith deals directly with alternative investment vehicles including… Read more »

Todd has served as a senior sales executive for two of the most successful ETF launches in financial services history. As National Accounts Manager for iShares, he played an integral role in the pioneering of the broker dealer ETF distribution model. In 2006, Todd joined fledgling WisdomTree Investments to launch and build the largest family… Read more »

Chris Cutler founded Manager Analysis Services, LLC (MAS) in March 2003 to provide outsourced due diligence services on investment managers. MAS covers all types of investment managers, with a focus on managers with alternative investment strategies: hedge funds, private equity, real estate, and venture capital. Clients include foundations, family offices HNW, FOFs, and others. Cumulatively… Read more »