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B.J. Bellock, MBA, is a Licensed Real Estate Salesperson, with Keller Williams Commercial New York & Connecticut. He has over 25 years of experience in the financial industry, dedicating most of his career to working with Alternative Investors, including Hedge Funds, Venture Capital Funds and Private Equity Funds along with other Institutional Investors. He has served in senior positions including fixed income trading, sales, and sales management at Bank of America, Deutsche Bank, Commonwealth Bank of Australia, and Dean Witter. He also has extensive experience as a former Financial Consultant. As an adjunct Professor, he taught various undergraduate financial courses at the Connecticut campus of Phoenix University, as well running seminars for students and the public, and was certified to teach Corporate Training classes. He holds a master’s degree in finance and a master’s degree in accounting from the Fordham University Graduate School of Business.

Managing Partner- Longship Alternative Asset Management LLC.
Longship raises assets for a few select hedge fund managers that we have known for a long time.

We work with private banks, family offices, fund of funds, endowments and foundations.
The Longship organization focuses on global macro, currency, commodities and
small cap long / short and Biomedical funds.

Bob Stearns has over 37 years experience in the hedge fund business. He spent
8 years with Bruce Kovner at Caxton Corporation, one of the largest hedge funds
in the business. Bruce taught me how to trade and Peter D’Angelo taught me
how to run a business.

Bob began his career on Wall Street with Nelson Chang in Shearson’s
commodity research division, where he spent four years as a
technical analyst and chartist. Bob then spent two years as a currency trader
at the Chase Manhattan Bank before joining Caxton.

Bob has been the CIO, senior analyst and market strategist at several fund of funds
including Kenmar in Greenwich, CT, which has been in business since 1983.
Bob joined Kenmar as a senior hedge fund analyst,in 2000
after leaving his position as CIO of the fund of funds group at EGM in San Francisco.

Contact Bob at Bob@LongshipLLC.com

Specialties: We have been through several bear markets. I sat in
Bruce Kovner’s office at Caxton during the 1987 crash and I was
in San Francisco in 1999 at the top of the Dot.com crash. We believe
in the wisdom of grey hair, we earned every one of them.

The Viking Ship – My mother is Norwegian and I spent my summers as a child in Alesund rowing around the fjords in my grandfathers rowboat. Stearns is a Scottish name so it is possible that my mothers viking ancestors ” visited ” .

Brandon Angus is the Chief Technology Officer and Founding Member of Mirae Asset
Securities (USA) Inc., a broker-dealer that operates a leading institutional capital markets
platform that services institutions with complex global needs.

Mr. Angus’s primary focus is on providing the technical direction and vision for the firm. He
focuses on providing solutions for hedge funds, broker-dealers, banks & asset managers.
Attaining expertise in leading startups, business strategy, information technology,
cybersecurity, & product development, Mr. Angus concentrates on developing technical
solutions for, and building partnerships with, financial companies around the world.

Previously, Mr. Angus has held multiple leadership positions at several leading financial
services firms and has been a founding member of three business startups. His practice in
prime brokerage, securities financing, trading & professional clearing services has been a
key concentration during his career. Mr. Angus is active in financial industry groups and
information sharing forums and is registered with FINRA.

Britt Erica Tunick is a Senior Consultant specializing in media relations, corporate positioning, content creation and event planning. She is an award-winning journalist with more than 20 years of experience writing about the financial services industry. Britt is a former senior writer for AR Magazine (Absolute Return & Alpha), where she wrote cover stories and in-depth profiles on many of the hedge fund industry’s biggest and most influential firms, as well as comprehensive features on a range of topics in the alternative investment industry. Prior to AR, she was an editor at Alpha Magazine, an in-house editor for KPMG’s M&A practice, and a senior editor at Investment Dealers’ Digest Magazine. She also spent two years in London, where she reported on European and U.K. startups for EO News and wrote stories for Euromoney Magazine, the Sunday Business and the Financial Times. Britt also has significant event planning experience from programming multiple panels and lining up high profile speakers for hedge fund symposiums, to organizing and running monthly networking events and an annual black tie gala, managing the database and website for a membership organization and coordinating and running a major fundraiser attended by more than 1,300 people for a non-profit organization. Britt holds a bachelor’s degree in English/Journalism from Pepperdine University and a master’s degree in Public Affairs Reporting from the American University School of Communication in Washington D.C. She was the 2006/2007 president of the New York Financial Writers’ Association and a member of the organization’s board of governors from 2002 to 2012. She is also a member of 100 Women in HedgeFunds, the Society of American Business Editors & Writers and is the president of the Junior League of Bergen County. Britt is the July 2010 recipient of the American Society of Business Publication Editors’ Northeast Region Silver Azbee award and received 1st and 3rd place editorial awards from Euromoney/Institutional Investor in 2009. In 2008 she was awarded the New York Financial Writers’ Association’s Emil Meier Award.

Bruce Frumerman is CEO of Frumerman & Nemeth Inc., a 37-year-old financial communications and sales marketing consultancy that helps financial services firms create brand identities for their organizations and develop and implement effective new marketing strategies and programs. Frumerman & Nemeth’s work has helped money management firm clients attract over $7 billion in new assets, yet they are not third-party marketers.

Frumerman & Nemeth is internationally recognized for its work in crafting for clients the beyond-the-numbers story of how they invest — content that investment committees actually discuss, debate and vote on behind closed doors when considering firms on a short list for potential investment. Importantly, this is required due diligence content that cannot be communicated in pitchbook format.

Frumerman & Nemeth’s work also includes providing strategic consulting on product and strategy-specific branding, crafting the required strategy-specific content detail and designing and producing the marketing tools needed to make it through the two-month to two-year institutional selling cycle. Clients also employ Frumerman & Nemeth to help promote the intellectual acumen of management — helping them get speaking opportunities, write and give speeches as panelists or stand-alone speakers at industry conferences, and through media relations marketing services.

Mr. Frumerman can be reached at info@frumerman.com, or by visiting www.frumerman.com.

Since 2001 I have operated Baris Financial Management, Ltd. BFM provides business management services to entertainment community, plus other high networth individuals. We provide a full array of financial services including back office and middle office, as well as tax preparation and consulting. I work with several money managers to provide investment services.

David McClean is a Senior Lecturer in Philosophy and Business and Professional Ethics at Rutgers University, Newark, where he teaches courses in social ethics, environmental philosophy and ethics, business and professional ethics, Africana philosophy, and other subjects in philosophy. Since 1992, he has been Principal of The DMA Consulting Group, which provides regulatory, risk, and governance services to financial services industry firms. He is the editor of The Integrated Ethics Reader: Reconnecting Thought, Emotion, and Reverence in a World on the Brink (Cognella, 2019, revised 2020), and he has authored Wall Street, Reforming the Unreformable – An Ethical Perspective (Routledge, 2015), Richard Rorty, Liberalism, and Cosmopolitanism (Routledge, 2014), and a self-published 257-page monograph on climate change, “Climate Change: The Moral and Political Imperatives” (2017). He is currently working on a volume addressing business integrity and global corruption. In 2020, Dr. McClean was sponsored to serve as a member of the Council on Foreign Relations. He is a member of the Board of Trustees of The New School and serves as a member of the Board of Governors of The New School for Social Research (The New School’s graduate division), is a member of the Board of Directors of Impact@Africa (based in Nairobi, Kenya), which facilitates impact investment across the African continent, and is a member of the College of Advisors of ERASE Racism, based in Long Island, New York.

Co-Founder / Director, InteliClear, LLC – InteliClear www.inteliclear.com is a 21st Century Post Trade Software SAAS company for middle and back-office operations in the $30.0 billion global securities settlement and post trade processing market.
Founder / OpenHand Inc www.openhand.com OpenHand is a pioneering self-clearing fintech firm that operates on a subscription-based model, prioritizing both financial gain and altruistic endeavors for its members.
John has 40 years of leadership roles in the financial service industry in sales, trading, technology, operations, financial and compliance. He has nine Securities Licenses Series 4,7 24,27,53,55,63,65 and 99 and two degrees from New York University.

John Paul DeVito
Co-Founder / Director, InteliClear, LLC – InteliClear (www.inteliclear.com) is a 21st Century Post Trade Software SAAS company for middle and back-office operations in the $30.0 billion global securities settlement and post-trade processing market.
Founder / OpenHand Inc (www.openhand.com) – OpenHand is a pioneering self-clearing fintech firm that operates on a subscription-based model, prioritizing both financial gain and altruistic endeavors for its members.
John has 40 years of leadership roles in the financial services industry in sales, trading, technology, operations, financial, and compliance. He holds nine Securities Licenses (Series 4, 7, 24, 27, 53, 55, 63, 65, and 99) and two degrees from New York University.

As a New York-licensed attorney and trained on Wall Street, Megan has experience in U.S. securities and tax law compliance and currently serves as Head of Legal and Compliance Services at Summit Financial Services Ltd., a Hong Kong-based global tax consultancy firm. Prior to her role at Summit, she was an associate at Gusrae Kaplan Nusbaum PLLC and then worked as in-house counsel at FINRA member firms Velocity Clearing LLC and Velocity Capital LLC. Megan received her B.A. from Northwestern University and her J.D. from Boston College Law School, followed by her LL.M. in International, European, and French Business Law from the Sorbonne Law School in Paris.

Mitch Avnet is the founder, Managing Partner and CEO of Compliance Risk Concepts (“CRC”). Mitch is responsible for business development, relationship management and overseeing the execution of all client driven / business focused broker-dealer and asset management compliance services engagements.

Prior to launching CRC in 2013, Mitch was a member of Corporate Leadership Group (CLG) at Lincoln Financial Group (LFG) where he was Senior Vice President and Chief Ethics and Compliance Officer, having direct oversight of the company’s anti-money laundering, privacy, ethics and compliance risk management programs. In addition, Mitch maintained responsibility for Lincoln’s entire Compliance and Ethics Technology strategic initiatives, developing and implementing a long term strategic approach to upgrade and modernize the effectiveness and efficiency of Lincoln’s overall Compliance programs. Mitch was a member of the Social Media Governance Committee, having direct influence regarding LFG’s overall strategy toward the enablement and usage of Social Media outlets across the LFG foot rint.

Throughout the course of Mitch’s 30+ year career in the financial services industry, he has worked for top- tier investment banks, commercial banks and hedge funds such as Wachovia Capital Markets, PNC Bank and D E Shaw, developing an extensive knowledge of both buy side and sell side businesses, with a deep understanding of Equity and Fixed Income Markets and Derivative Instruments, including Total Return Swaps, Variable Forwards, Hedging and Monetization Strategies, Alternative Investments and Structured Products.

Mitch maintains the Series 4, 7, 9, 10, 24, 55, and 63 securities license designations. He obtained his bachelor’s degree in economics, graduating magna cum laude from the State University of New York at Oneonta.

Robert Akeson is managing director at Riverside Management Group (“RMG”), a boutique investment bank. At RMG, he focuses on advising asset managers, broker-dealers, fintech companies, and their supporting ecosystems on financial transactions. In addition, he is Managing Member of Solidus Advisors, LLC (“Solidus”), which advises asset managers and broker-dealers on start-up, operational, business, and succession planning matters.

Previously, he was Chief Operating Officer and Co-Head of Prime Brokerage at Mirae Asset Securities (USA) and was on the firm’s Management Committee. Also, Mr. Akeson ran Neuberger Berman’s prime brokerage, correspondent clearing, and related agency execution business. While at the firm, Mr. Akeson, served on the firm’s Operating Committee and on the SIA’s Clearing and Membership Committees. Additionally, Mr. Akeson has held management positions at Morgan Stanley, ICBC, and Broadridge’s predecessor, ADP BISG. He also has General Partner and Advisory Board level experience with small money management firms.

Mr. Akeson’s experience includes P&L management, corporate strategy, business development, operations, IT, compliance, risk management, due diligence, balance sheet and liquidity management. He also has extensive experience with FINRA New Member and Continuing Membership Applications for businesses including prime brokerage and portfolio margin. In addition, Mr. Akeson has led successful efforts to become self-clearing working with FINRA and clearinghouses, including DTCC, FICC, and OCC.

Mr. Akeson has been a member of the DTCC Systemic Risk Task Force and Chairman of the Business Management Interest Group of the CFA Society New York. He currently serves on the Management Committee of the New York Alternative Investment Roundtable, where he hosts a podcast. In addition, he is a member of the Economic Club of New York. Mr. Akeson earned an MBA from New York University and a BA from Washington College. He holds the following licenses/ registrations, SIE, 7, 9, 10, 24, 63, 79, and 99.

Susan Webb, Founder, CEO, and Chief Investment Officer (CIO) of Appomattox, leads the investment committee and sets the firms’ overall asset allocation including strategic implementation of its macro view. Susan overseas the investment and portfolio management professionals responsible for manager selection, asset allocation, proactive measures to manage portfolio risks and returns, and liquidity. Susan’s career in finance spans over 35 years, featuring hands-on derivatives trading, financing and structuring.
Prior to founding Appomattox in 2005, Susan served as Managing Director of the fund of hedge funds Atlas Capital where she launched the seeding platform. She previously held senior positions on the trading desks of Citibank, Paribas Capital Markets and CIBC. She served as a managing director at Caisse des Depots, where she established the U.S. credit derivative and synthetic CLO and hedge fund structuring business.
Susan serves on the board of GTI Capital Group (focused on investments in India), advisory board of Catalyst Financial Partners (promotes small and emerging managers), and Advisory Committee of Saxena White’s Women’s Alliance. She is a trustee and member of the investment committee of Brick Presbyterian Church in New York. Susan earned a BA from the University of Virginia and an MBA from the University of Virginia’s Darden School.

A senior financial executive with 43 years of entrepreneurial experience across investment management, alternative investments, brokerage and the marketing of financial services, Mr. Gordon serves as Senior Advisor to a rapidly growing RIA regarding marketing strategies and strategic positioning. He is directly involved in their effort to expand client exposure to innovative investment options, including emerging technology and alternative investments. He also works with several RIAs, family offices and institutions regarding emerging technology investments through Globalis Partners (Butler Capital). In those instances, he sources and distributes differentiated alternative investments for RIAs, family offices and institutions. .
Prior to Globalis, he founded and served for 15 years as CEO and CCO of Dix Hills Partners, LLC (DHP), a $1.2 billion quantitative fixed income hedge fund executing a global interest rate strategy and selling it back to his partner in 2017. Under his direction, DHP grew from $1 million to $1.2 billion in 7 years, orchestrated a partial sale to both a family office and NYSE-listed Federated Investors, Inc. During this period, DHP received several performance awards in fixed income, delivering over 600 basis points of excess return over 15 years.
From 1996-2001 he served as Managing Director, Institutional Division of Mitchell Hutchins Asset Management (PaineWebber) with over $6 billion of AUM growth, which included both quantitative and derivative strategies. Prior to PaineWebber, Mr. Gordon served as Merrill Lynch Capital Markets’ Directors of Institutional and Prime Brokerage Marketing after entering Merrill’s first MBA Institutional Capital Markets program where he focused on pension consulting to Fortune 500 corporations and other non-financial institutions on private equity and hedge funds.
Mr. Gordon holds a Bachelor of Science in Chemical Engineering from Rensselaer Polytechnic Institute and a Master of Business Administration from Harvard Business School. He holds his Series 3, 7, 63 & 24 securities licenses. He serves as a Member of the MS Alumni Advisory Board to the Lally School of Management at Rensselaer Polytechnic Institute. In that role, he devoted over a year assisting in the Lally School successfully garnering a NSF grant to co-found the Center for Research Toward advancing Financial Technologies (CRAFT), an NSF-funded IUCRC focused on the needs of the financial services industry CRAFT – Center for Research toward Advancing Financial Technologies