January
27, 2010 -
Register Now
Hedge Fund
Association Symposium Miami
Raising Capital in
a Challenging Environment
For hedge fund managers,
understanding what investors want can
mean the difference between surviving
and thriving in 2010. Join us for new
insights from an informed panel of
capital introduction, business
development and marketing experts.
You'll learn how hedge fund capital
introduction programs work and how to
make them work for you; where to find
and how to approach family offices,
qualified individuals and institutional
investors; and what impact hedge fund
registration will have on reporting and
transparency.
This event includes
an interactive panel discussion,
cocktails and hors d'oeuvres. Attendance is
free and only open to hedge fund
managers and investors.
Due to limited seating, please
register now.
PANELISTS
Ron Suber
Senior Partner
Head of Global Sales and Marketing,
Merlin
Ron Suber has more than 20 years of
experience in sales, marketing and
business development across the hedge
fund, broker dealer and registered
investment advisor industries. Prior to
joining Merlin Securities, Ron was
President of Spectrum Global Fund
Administration. He worked at Bear
Stearns from 1992 to 2006 where he was a
Senior Managing Director and the Manager
of Global Clearing Sales for the Prime
Brokerage, Correspondent Clearing &
Registered Investment Advisor
businesses.
Mr. Suber began his career in 1982 at
Pershing LLC. He holds a B.A. in
economics from the University of
California at Berkeley. Mr. Suber is a
founding member of the West Coast
executive committee of Hedge Funds Care
and now serves on the National Board of
Directors.
Richard Kesner
President & CEO, IBEX Investment
Advisors, Inc.
Richard L. Kesner, President & CEO, has
more than 30 years of financial services
experience. Rich formed The CommonWealth
Group in 1991 after serving as President
of Investment Management Associates of
Florida, the Southern Region Office of
Denver-based Investment Management
Associates (IMA). Prior to partnering
with IMA, Rich was President of Benefit
Consultants Inc, a third party pension
administration firm. The firm was
involved in the design, administration
and investments of over 500 qualified
retirement plans of small businesses.
The firm was sold in 1986.
Through Rich’s
leadership, The CommonWealth Group has
placed over $500 million in assets with
independent managers throughout the
country. In addition, The CommonWealth
Group has expanded and now serves
clients from across the country and
throughout the world.
David R. Friedland
President, Magnum U.S. Investments
David R. Friedland is President of
Magnum U.S. Investments, Inc., which
serves as a consultant to a number of
funds of funds and hedge funds, as well
as a number of banks and institutions.
Magnum U.S. Investments, Inc. tracks,
evaluates and combines hedge funds into
funds of hedge funds to meet specific
risk/return criteria for high net worth
individuals and institutional clients.
He is also president of the general
partner of the Magnum funds of hedge
funds, and Magnum-sponsored single
manager hedge funds available to U.S.
taxable investors. Magnum has been
involved in the hedge fund industry
since 1994.
He is head of new business development,
client relations and the legal
department at Magnum, and is a frequent
speaker at financial and hedge fund
conferences around the world. He has
authored several articles on hedge
funds, made several appearances on CNBC,
and is the President of the Hedge Fund
Association. David received a BBA in
Finance cum laude and a JD (law degree)
magna cum laude from the University of
Miami, and is a member of the Florida
Bar. He also holds his Series 7
brokerage license.
Kislay (Sal)
Shah
CPA, Partner, McGladrey & Pullen, LLP
Kislay (Sal) Shah is a Partner in the
New York office of McGladrey & Pullen,
LLP and the co-leader of the office’s
Financial Services Practice. He brings
over 20 years of experience in the
financial services industry to his
engagements. Prior to joining McGladrey,
he served for 14 years with a Big Four
accounting firm, working on major
alternative investment services
engagements.
Sal has provided advisory and assurance
services to investment management
companies, including hedge funds,
private equity firms, venture capital
funds, fund of funds, mutual funds,
collateral debt obligation funds and
mortgage-backed assets trading and
securitization companies. His advises
companies that manage up to $6 billion
in assets, and representative clients
include Bam Capital Management,
Rosegrove Capital Partners, American
Securities Capital Partners, Psilos,
Euclid SR, Kinderhook, HIG Brightpoint,
Cornerstone, Jacobson Partners and
Dolphin Private Equity Partners.
Sal has a strong understanding of
reporting, compliance monitoring,
management and incentive fees, investor
capital transactions, portfolio
valuation, performance measurement,
trade reconciliations and financial
instruments, including exotic
derivatives. His experience with hedge
funds provides Sal with a deep knowledge
of investment strategies and valuation
methodologies, due diligence, and
general and operational evaluations.
He is a frequent speaker at industry
events on topics such as FAS 157, Small
Business Investment Companies (SBICs),
and asset-backed lending and is also a
resource to many trade and industry
publications. Sal is also
editor-in-chief of McGladrey’s
Alternative Investment Watch, a
quarterly newsletter of developments in
finance for alternative investment
providers.
Thomas
Pearson, CPA
President, Cortland Fund Services LLC
Tom has over 30 years experience in the
financial services and accounting
industries. Prior to Cortland, Tom was a
founder and managing member of IFA USA
LLC, a fund administration company with
offices in BVI, the UK and the USA.
During his career he has served as Chief
Financial Officer and senior executive
for Peregrine Financial Group, Inc., a
regional futures brokerage firm and
Gerald, Inc. an international futures
brokerage firm. He has extensive
experience with fund formation,
regulatory compliance and fund
reporting.
Tom started his accounting career in
public accounting at Arthur Andersen &
Company, holds a BSBA from Drake
University, and is registered with the
National Futures Association as a Series
3.
MODERATOR
Andrew
Schneider
Principal / Co-Founder, HedgeCo Networks
Andrew Schneider is founder and
co-principal of HedgeCo Networks, a
hedge fund research and services firm.
At HedgeCo, Schneider provides
consulting services to both new and
existing hedge funds. He also oversees a
database of over 6,500 hedge funds,
including a community of over 35,000
members.
As a financial adviser, Schneider seized
the opportunity to offer individual
investors, as well as institutional
investors a medium, HedgeCo.net, to
provide accurate and informed
information on the explosive hedge fund
community.
Prior to founding HedgeCo, Schneider
worked at Morgan Stanley and Prudential
Securities. As a vice-president at
Morgan Stanley, Schneider managed in
excess of 100 million dollars of high
net worth individual assets. At Morgan
Stanley, Schneider helped manage assets
for institutions as well as high net
worth clients while participating in
many private placements, PIPE
transactions and public offerings with a
total value of 250 million dollars.
Schneider attended The State University
at Albany. He is also a member of the
American Heart Association, active in
the research and development of
alternative remedies to cardiac
disorders. Schneider appears regularly
on CNBC and his expertise in the hedge
fund industry has been requested and
quoted in over 200 financial
publications.
To learn more please visit
www.theHFA.org