DELEGATES
A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W
X
Y
Z
0 - 9
0 - 9
- A
-
A Creative LLC - Web Design & Credit Card Processing
CEO
-
ADAIR CAPITAL, LLC
MANAGING DIRECTOR
-
Advisors Asset Management
Sr. Vice President
-
AIG Investments
Managing Director
-
AirPatrol Corporation
Chairman
-
AIT
M.D
-
Ajna Capital
Portfolio Manager
-
Aksia LLC
Partner
-
Alfred I. duPont Testamentary Trust
Director - Public Markets
-
Alpha Strategies Investment Consulting
President
-
AlphaMetrix
Investment Analyst
-
ALPS Price Meadows
President
-
ALPS Price Meadows
Senior Vice President
-
ALPS Price Meadows
Vice President
-
Alta Madison Partners LLC
President
-
Alternative Asset Investment Management Securities, LLC
Managing Director
-
American Enterprise Institute
Managing Director of Development
-
AMG Family Office Group
Partner
-
Anchor Point Capital LLC
Principal and Portfolio Manager
-
Antares Cap Mgmt
CIO
-
Apollo Financial Mgmt.
Managing Director
-
Argos Wealth Advisors
Research Director/Partner
-
Ascent Family Group
CIO
-
Athena Capital Advisor
CIO
-
ATM Capital Partners LLC
Managing Director
-
ATR Capital
Managing Partner
-
Aucolla, LLC
Chairman
-
Auda International LP
Managing Director
-
Austin Police Retirement System
Chairman
-
Avenue Capital Group
Managing Director
-
Azimuth Investments
CEO
- B
-
Baker Street Advisors, LLC
Partner
-
Baldwin Investment Management
Managing Director
-
Bank Julius Baer & Co. Ltd.
Executive Director
-
Bank of America Merrill Lynch
Associate
-
Bank of America Merrill Lynch
Capital Introduction
-
Bank of America Merrill Lynch
Head Western Region Prime Brokerage
-
Barclays Wealth
Vice President
-
BAS Merrill Lynch
Managing Director
-
BavelasGroup
CEO
-
Bay Grove Capital
Managing Director
-
Beau Dietl & Associates
Chairman & CEO
-
Bedrock Capital Management
President
-
Bedrock Capital Management, Inc.
Chief Investment Officer
-
Bessemer
Vice President
-
BlackRock
Head of iShares Institutional Sales
-
Blue Spruce Global Advisors, LLC
Chairman
-
Blue Spruce Global Advisors, LLC
Director
-
Blueprint Capital
Manager
-
BNP Paribas
COO
-
BNP Paribas
Director
-
BNP Paribas
MD
-
BNP Paribas
Vice President
-
BNP Paribas Prime Brokerage, Inc.
Managing Director
-
BNY Mellon Wealth Management - Family Office
Senior Director
-
Bolour Associates
CEO
-
Bolour Associates
EVP
-
Bostwick Capital
Analyst
-
Breeze Family Trust
Founder
-
BRF Inc.
Partner
-
Brownson, Rehmus
Chief Investment Officer
-
BTIG
Managing Director - Prime Brokerage
-
BTIG
Managing Director- Business Development
-
BTIG
Managing Director- Fusion Partners
-
BTIG
Managing Director- Prime Brokerage
-
BTIG
Senior Vice President- Prime Brokerage
-
BTIG
Vice President- Capital Introduction
-
BTIG, LLC
sr vice president institutional sales
-
Butterfield Fulcrum
Director, Business Development
-
Butterfield Fulcrum
Managing Director
- C
-
C11 Consultants
Consultant
-
CACEIS (USA) Inc.
CEO
-
CACEIS (USA) Inc.
Corporate Counsel, Fund Structuring
-
CACEIS (USA) Inc.
Managing Director
-
CACEIS (USA) Inc.
Vice President, Business Development & Marketing
-
CACEIS Investor Services
Senior Communications Manager
-
Cadogan Management
Executive Chairman
-
Calhoun Asset Management
Partner, CIO
-
Calhoun Asset Management
Partner, Director of Marketing
-
CalPERS
Board Member
-
Cantor Fitzgerald
Head of Alternative Investments
-
Cape One Financial LP
Managing Member
-
Capital Development Associates
COO
-
Capital IQ
Client Development
-
Capital IQ
Director
-
Capital One Private Client Group / Asset Management
Director, Portfolio Manager
-
Capital Z Asset Management, LLC
CEO
-
Capital Z Asset Management, LLC
Principal
-
Cardona Lloyd
Head of Investments
-
CARE Capital Group
Managing Member
-
Casey Quirk
Partner
-
Catholic Healthcare Partners
Corporate Director of Investments
-
CCM Management Group
Managing Director
-
Cedar Hill Associates
Managing Director
-
Centurion Partners
Director of Marketing and Investor Relations
-
Centurion Partners
Managing Partner
-
Cervenka & Lukes
Managing Director
-
CFL Anchor Limited
Advisor
-
Channel Capital Group Inc.
Chief Operating Officer
-
CHAO Family Office
Principal
-
Charles D. Haines, LLC
Director of Investments
-
Chevy Chase Trust
Director
-
CIBC
Consultant
-
CIBC
Executive Director
-
Citadel Asset Management
Director
-
Citadel Asset Mgmt
Director
-
CITI
DIRECTOR
-
Citi
Managing Director
-
CIti Alternative Investments
Director Portfolio Manager
-
Citi Private Bank
Managing Director
-
Citigroup
Managing Director
-
City of Milwaukee Employees' Retirement System
Trustee
-
CJP Communciations
AVP
-
CJP Communications
Managing Partner
-
CJP Communications
Vice President
-
clontarf Capital
Senior Associate
-
Columbus Avenue Consulting
CEO
-
Columbus Avenue Consulting LLC
Business Development
-
Common Sense Investment Mgmt
Partner
-
Company
President
-
Concept Capital
Managing Director
-
Concept Capital
Prime Services Group
-
Conifer Securities
Director
-
Consolidated Investment Group
Director of Investments
-
Consolidated Investment Group
Investment Analyst
-
Constellation Wealth Advisors
Principal
-
Context Capital Partners LP
Managing Director
-
Core Capital Management
Associate Analyst
-
Cornerstone Angels
Co-Founder
-
Covenant Multi-Family Offices
Founder & CIO
-
Covenant Multifamily Offices
Associate
-
Credit Suisse
Associate
-
Credit Suisse
Director
-
Crestone Capital Advisors
Investment Analyst
-
Cushman & Wakefield
Vice Chairman
-
Cushman & Wakefield, Inc
Associate Director
- D
-
Deutsche Bank
Director
-
Deutsche Bank
Director - Hedge Fund Group
-
Deutsche Bank
Head of Fund Derivatives - Americas
-
Deutsche Bank
Head, Hedge Fund Sales and Marketing
-
Deutsche Bank
Managing Director
-
Deutsche Bank
Vice President
-
DFH Advisors / SF Sentry
partner
-
Dilworth Securities LLC
Managing Director
-
Direct Access Partners, LLC
Director, Global Prime Services
-
Direct Access Partners, LLC
EVP
-
Direct Access Partners, LLC
Managing Director
-
discovery capital
ceo
-
dms Management Ltd.
Business Development Manager
-
dms Management Ltd.
Managing Director
-
DN&C LP
Partner
-
DN&C LP
Portfolio Manager
-
Dock Street Capital
Chief Investment Officer
-
Dubai Shariah Asset Management
CEO
-
Dynamex Trading
Managing Director
- E
-
EFX Capital
Director
-
EFX Prime Services
Managing Director
-
Elizabethtown College
Trustee
-
Emerald Creek Capital
Managing Partner
-
Emerging Manager, LLC
CEO
-
Envestnet
Senior Vice President
-
Ermitage
VP - Hedge Fund Research
-
Ermitage Americas
Executive Director
-
Ethika Investments
Manager- Global Capital Markets
-
EWMcapital
Managing Director
-
Ezra Zask Advisor, LLC
President
- F
-
Falcon Investment
VP
-
Family Office Association
CEO
-
Family Office Association
President
-
Family Office Institute
Managing Partner
-
Family Office Institute
Senior Vice President
-
Far Hills Group
Vice President
-
FBR Capital Markets
EVP & Head of Investment Banking
-
Fin Me Oot LP
General Partner
-
FINalternatives
Publisher
-
Fintan Partners
Partner
-
Fire & Police Pension Association
Trustee
-
First Pacific Advisors, LLC
Portfolio Manager
-
First Point Wealth Management
CEO
-
FIS Group
Sr. VP., Dir. of Mgr Research
-
FMC Corporation
Pension Investments
-
France Merrick Foundation
Investment Committee Chair
-
Frank Crystal & Company
Executive Director
-
Frankel&Sons Family Office
president
-
Freestone Capital Management
Chairman
-
Freestone Capital Management
Director
-
Freestone Capital Management
Managing Director
-
Fundamental Capital
Portfolio Manager
- G
-
Gallatin Capital LLC
Partner
-
Galt Asset Management
President
-
Gatemore Capital Management
Analyst
-
Gatemore Capital Management
Managing Partner
-
GLL Investors, LLC
GLL Investors,LLC advisor
-
GLL Investors, LLC
Managing member
-
GLL Investors, LLC
President
-
Global Fund Exchange
CEO
-
Goldman Sachs
Managing Director
-
Goldman Sachs
Senior Director
-
Goldman, Sachs & Co
Vice President
-
Gorelick Brothers Capital, LLC
Managing Partner
-
Grayson Group LLC
President
-
Graystone Consulting
CIO
-
Graystone Consulting
Director
-
Graystone Consulting
Institutional Consulting Director
-
Greycourt & Co.
Director
-
Guggenheim Partners
Chief Investment Officer
- H
-
Hasma Capital
CEO
-
Hatteras Funds
Chief Executive Officer
-
Hatteras Funds
Chief Operating Officer
-
Hausman Investments
Vice Pesident
-
Headwaters Capital
Founder and CEO
-
Hedge Fund Association
Executive Director
-
Hedge Fund Research, Inc.
President
-
HedgeServ
Managing Director
-
HFA Holdings Limited
Chief Executive Officer
-
HG Capital, LLC
Executive Vice President
-
HG Capital, LLC
President
-
Highland Capital Management
VP, Investments
-
HOLYOKE CONTRIBUTORY RETIREMENT SYSTEM
MGMT INVESTMENT COMMITTEE
-
Houlihan Smith & Company, Inc.
Vice President
-
HSBC Private Bank
Vice President
-
HUB International
Executive Vice President
-
Huntley Thatcher Ellsworth
Managing Partner
- I
-
ICG Advisors, LLC
Director
-
ICMC
President
-
IQ Financial Marketing
Principal
-
iQ Venture Partners, Inc.
Managing Director
-
Ironstate Development Company
President
-
Ironstate Development Company
Principal
- J
-
J.P. Morgan
Vice President
-
James Alpha Management/Armored Wolf
Senior Vice President, Institutional Sales
-
James River Capital
Senior Investment Analyst
-
Jaquish & Kenninger Foundation
Trustee
-
Jeffer, Mangels, Butler & Marmaro LLP
Founder & Chairman, Family Office Group
-
Jeffer, Mangels, Butler & Marmaro LLP
Investor
-
Jefferies and Company
Managing Director
-
Jefferies and Company
Senior Vice President
-
JUMP Investors
CEO
- K
-
Karlin Asset Management
President
-
Kaufman Rossin Fund Services
Business Development Managers
-
Kearns LLC
vice president
-
Keller Enterprises
CEO
-
KG Group LLC
Managing Member
-
kier global
ceo
-
kier global
cio
-
KMS Software Company, LLC
CEO
-
KPG Investments
Chairman
-
KPG Investments
Director
-
KPMG
Partner
- L
-
Lazard Capital Markets
Director - Prime Services
-
Lazard Capital Markets
Head of Capital Consulting
-
Lazard Capital Markets
Prime Services Sales
-
Lebenthal Co., llc
ceo
-
liberty gateway asset management
director research
-
Lido Advisors Inc.
Executive Vice President
-
Lido Advisors, Inc.
Chief Operating Officer
-
Lido Consulting, Inc.
Senior Vice President
-
Lido Consulting, Inc.
Vice President
-
lighthouse investment partners
managing director
-
Loeb Enterprises, LLC
President & CEO
-
Loma Linda University Foundation
Investment Manager
-
Luminous Capital
Partner
-
Lunada Bay Investors, LLC
President
-
Lunchbox Investments
Managing Partner
-
LyonRoss Capital Management
Managing Partner
- M
-
M & T Bank
Group Vice President
-
M.D. Sass Investors Services Inc.
President
-
Macro Wealth Integration
President
-
Magnum US Investments
Principal
-
Man Investments
Head of Strategic Investments
-
Man Investments
Managing Director, Head US Institutional Sales
-
Mansur Capital Corporation
Managing Director
-
Marcum LLP
Partner
-
Marcum LLP
Senior Manager
-
Masino Family Office
Chief Investment Officer
-
MB Family Advisors, LLC
Managing Partner
-
McGladrey & Pullen LLP
Director
-
McGladrey & Pullen LLP
Managing Director, RSM McGladrey
-
McGladrey & Pullen LLP
Partner
-
Meketa Investment Group
Consultant
-
Meliora Global
President
-
Mercer
Manager Research
-
MERLIN
Managing Partner
-
MERLIN
Partner & Head of Capital Development
-
MERLIN
Senior Partner & Chief Operating Officer
-
MERLIN
Senior Partner & Head of Global Sales
-
Merrill Lynch
Director of Alternative Investments
-
Merrill Lynch
Financial Advisor
-
Merrill Lynch
Managing Director
-
Merrill Lynch
Private Wealth Advisor
-
midocean isles
president
-
Millennium
Managing Director
-
Miracle Mile Advisors
Owner/Managing Director
-
Montecito Advisors, LLC
CFO
-
Montecito Advisors, LLC
CIO
-
Montecito Advisors, LLC
Managing Director
-
Montecito Advisors, LLC
Member
-
Moody Aldrich Partners
Co-Managing Partmer
-
Moody Aldrich Partners, LLC
Managing Director
-
Morgan Stanley Smith Barne
Senior Portfolio Management Director
-
Morgan Stanley Smith Barney
Family Wealth Director
-
mssb
fa
- N
-
Natixis Alternative Investments (US), Inc.
Managing Director
-
Nemco Brokerage
President
-
Neuberger Berman
Deputy General Counsel
-
Nevada State Treasurer's Office
Nevada State Treasurer
-
Nevastar Finance
Business Development Manager
-
Nevastar Finance
Managing Director
-
Newmark Knight Frank
Chief Executive Officer
-
NextPoint
Partner
-
NMS Capital
Director of Operations
-
NMS Capital
PM
-
Noble Associates
Trader
-
Northern Trust
Second Vice President
-
NQFD LLC
Director
-
Nuveen Investments
Managing Director
- O
-
Office of State Treasurer-WI
Wisconsin State Treasurer
-
Office of the Wisconsin State Treasurer
Deputy State Treasurer-Wisconsin
-
Olympia Capital
Analyst
-
Olympia Capital
CEO
-
Opal Financial Group
VP
-
Oppenheimer & Co. Inc.
Managing Director
-
ORIX Finance
Director
-
ORIX Finance
Senior Managing Director
-
Osborne-Siegel Private Family Office
CIO
-
Osborne-Siegel Private Family Office
Director of Business Development
- P
-
PAAMCO
Portfolio Manager
-
Pacific Alliance Group
Exec Vice President
-
Pacific Alliance Group
President & CEO
-
Pacific Alliance Group
Vice President
-
Pacific American Securities, LLC
Senior Vice President, Business Development
-
Pacific Resistor Co.
Investor
-
Paragon Advisors, Inc.
Director
-
Paragon Advisors, Inc.
Sr. Managing Director
-
Park Strategies
Vice President
-
Parker Global Strategies, LLC
CEO
-
Pathstone Family Office
Director of Investments
-
Pathstone Family Office
Managing Director
-
Patrolmen's Benevolent Association of NYC
Treasurer
-
Paul Hastings
Partner
-
Paul, Hastings, Janofsky & Walker LLP
Partner
-
PEAK FINANCIAL MANAGEMENT
PRESIDENT
-
Peak Financial Management
Research Analyst
-
Perella Weinberg Partners
Director
-
Perella Weinberg Partners
Partner
-
Permal Group Inc
SVP
-
Pershing
Managing Director
-
Pershing
Vice President
-
Pointer Management
Managing Director
-
Prairie Capital Management LLC
Managing Director
-
Presidium Group of Companies
Member
-
PrimeFundSolutions-Fortis PFS USA LLC
Regional Director Sales & Relatiinship Management
-
private
investor
-
Private Advisors, LLC
Managing Partner
-
Proctor Investment Managers LLC
Managing Director
-
Proctor NBF Capital
Managing Director
-
Progress Investment Management Company, LLC
Senior Vice President
-
Prudential Bache
Senior VP-Investments
-
Pulse Capital Partners
Managing Partner
-
PurBlu Beverages
CEO
- R
-
Ramius Trading Strategies, LLC
President
-
RBC Capital Markets
Vice President
-
Regis Management Company
Portfolio Manager
-
Regulatory Compliance Association
Chairman
-
Regulatory Compliance Association
Executive Director
-
Reservoir Capital
Director
-
Richard Fleischman Associates
Director of Business Development
-
Rise Partners Limited
Principal
-
Roanoke Capital Management
Principal
-
Robeco Sage
Principal
-
Robeco-Sage Capital
CIO
-
ROTH Capital Partners
vice president
-
Rothstein Kass
Business Development
-
Rothstein Kass
Director
-
Rothstein Kass
Principal
-
Roubini Global Economics
Chairman
-
Roubini Global Economics
Director of Research Strategies
-
Roubini Global Economics
Relationship Manager
-
Russian Federation
Director
- S
-
S.A.A.K. Management LLC
President
-
SAC Capital Advisors
Director
-
SAC Capital Advisors, L.P.
Managing Director, Global Head of Marketing & Investor Relations
-
SAC Capital Advisors, LP
Director of Marketing
-
Sadis & Goldberg
Partner
-
Saint-Donat & Co.
Principal
-
Salem Partners Wealth Mgmt
CIO
-
Salem Partners Wealth Mgmt
Sr Analyst
-
Saliba Private Trust / NMS Capital
Trustee
-
Salient Partners
Manager - Investments
-
Sandalwood Securities
Chief Portfolio Strategist
-
Saxon Strategic Funds
Managing Member
-
Saxon Strategic Funds
Senior Analyst
-
SDCERS
Board Trustee
-
Sentinel Fund, LP
Principal / CIO
-
Seward & Kissel LLP
Partner
-
SF Capital Group
President
-
SFG Asset Advisors
Founder
-
Shepherd Kaplan LLC
Managing Principal
-
Shepherd Kaplan LLC
Partner
-
Silver Bridge Advisors
Chief Investment Officer
-
SkyView Investment Advisors
Managing Partner
-
SkyView Investment Advisors
Partner
-
Slome Capital Corp.
Portfolio Manager
-
SourcePoint Advisors Inc.
President
-
SPB Partners
Managing Partner
-
SPB Partners, LLC
CFO
-
SS&C
Director
-
State of California
California Controller
-
State of Iowa
State Treasurer
-
Stavco LLC
Managing Member
-
Stealth Capital Management, LLC
President
-
Sterling Stamos
Senior Managing Director
-
Stone Coast Fund Services
Principal
-
Stonnington Group
General Counsel
-
Stonnington Group, LLC
President
-
Strait Ventures International
Managing Director
-
Stroock & Stroock & Lavan
Associate
-
Stroock & Stroock & Lavan
Partner
-
Stroz Friedberg
Marketing Associate
-
Symbol Capital LLC
Managning Director
- T
-
Terra Nova Financial
Director
-
The Abacus Group - Morgan Stanley Smith Barney
Managing Director - Wealth Management
-
The Bensman Group
President & COO
-
THE BERYL CONSULTNG GROUP
MANAGING PARTNER
-
The Commonwealth Group Inc
President
-
The Family Office
CEO
-
The Helvetica Group
CEO
-
The Jordan Family Office
Owner
-
The Management
President
-
The Ohio State University
Investment Officer
-
The Principia Corporation
Director of Investment Operations
-
Tiedemann Wealth Management
Senior Managing Director
-
Tolleson Private Wealth Management
Chairman and CEO
-
Trailhead Advisors, Inc.
CEO
-
Tremont Capital
Chief Investment Officer
-
Trinad
director
-
Trinad
Founder
-
Turtle Creek Investment Advisors, LLC
Co-Founder
-
Twin Advisors, LLC
Chief Investment Officer
-
Twin Advisors, LLC
Consultant
-
Twin Advisors, LLC
Executive Managing Director
-
Twin Advisors, LLC
President
- U
-
U.S. Trust
SVP
-
UBS
CEO -- Solutions2Go
-
UBS
Head of Private Wealth Management Portfolio Advisory Group
-
UBS
Investment Advisor
-
UBS
Managing Director
-
UBS
Senior Vice President, Investments
-
UBS
Senior Vice President
-
UBS
SR. VP
-
ubs
svp
-
UBS Financial
Sr Vp
-
UBS Private Wealth Management
Senior Vice President
-
UOB Global Capital
Principal
- V
-
Vanderbilt University Office of Investments
MD, Risk Management
-
VentureLink Advisers, LLC
Managing Director
-
Veritable, LP
Partner and Senior Investment Advisor
-
Vestian
VP Investments
-
VILLAGE VENTURES
PARTNER
- W
-
Wall Street Access
Chief Operating Officer
-
Wall Street Access
Managing Director
-
Wasserman Media Group
Chairman & CEO
-
Weiser LLP
Partner
-
Wells Fargo
Family Wealth Advisor
-
Wellspring Financial Advisors
President
-
WESCAP
Advisor
-
West Family Investments
CEO
-
Weston Capital Management
Managing Director
-
Weyerhaeuser
Deputy CIO
-
WHITE BIRCH ASSOCAITES LLC
MANAGING MEMBER
-
Wilmington Trust
Investment Advisor
-
Wilmington Trust Company
Managing Director
-
Wilmington Trust Company
Managing General Partner
-
Wilshire Associates
Managing Director
-
Wilshire Associates
Vice President
-
World Economic Forum
Director & Head of Investors
-
WTAS
MD
-
www.thefamilycfo.org
Managing Director
-
Wyosey Capital, L.L.C.
President
- Y
-
Young America Capital, LLC
Managing Partner
- Z
-
Zabar's
Vice President
0 - 9
-
100 Women in Hedge Funds
VP Board
-
1794 Commodore Funds
Managing Director
-
76 West Holdings
Private Investor


