The New Liquidity Paradigm for Alternatives: Cutting Edge Infrastructure Connecting Investors, Issuers & Managers

Event Name:
The New Liquidity Paradigm for Alternatives: Cutting Edge Infrastructure Connecting Investors, Issuers & Managers

[October 22,2024|New York]

Start Time: 5:30 pm
Finish Time: 8:30 pm

Are you aware of the many ways technology is changing the trading landscape within the alternative investment arena?

Robert Akeson, a managing director at Riverside Management Group, will lead a discussion with InteliClear’s John Paul Devito and Templum’s Raj Iyer, touching on their cutting-edge integration and its impact on the alternative investment industry. The trio will discuss how investors, managers and issuers can use this new industry model to access private alternatives and benefit from the same clearing and settlement systems that they use for their mainstream investments.

The new model seamlessly brings together execution and settlement of private alternatives on a single platform for the first time, providing much-needed post-trade services to a market segment that is experiencing exponential growth.

As investors seek access to alternatives at unprecedented levels, scalable infrastructure solutions are transforming access, processes and investment choice in private market alternative investments, as well as more robust price discovery.

Find out what all of this means for your organization at the Manhattan Alternative Investment Network’s initial in-person event on October 22nd in midtown Manhattan.

Speakers

Meet Our:

Robert Akeson
Managing Director at Riverside Management Group

Robert Akeson
Managing Director at Riverside Management Group
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.
John Paul DeVito
Co-Founder / Director at InteliClear, LLC

John Paul DeVito
Co-Founder / Director at InteliClear, LLC
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.
Raj Iyer
Chief Product Officer at Templum

Raj Iyer
Chief Product Officer at Templum
Raj Iyer is the Chief Product Officer at Templum, the pre-eminent provider of private market alternatives infrastructure. With deep expertise in capital markets and financial services, Raj drives strategy and product development at Templum, which is expanding access to private alternatives.

Throughout his career, Raj has held senior roles at firms such as BNY Mellon, Bloomberg, Lava Trading, EBS, and Citigroup, where he developed innovative platforms and trading products in areas including foreign exchange, precious metals, derivatives, and trade finance. A recognized thought leader, Raj frequently speaks on market innovation and emerging technologies in financial services.

He holds a B.S. from the University of North Carolina at Chapel Hill and an M.S. from New York University, where he is also currently an Adjunct Instructor.

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Event Name: The New Liquidity Paradigm for Alternatives: Cutting Edge Infrastructure Connecting Investors, Issuers & Managers

Speakers

Robert Akeson

John Paul DeVito

Raj Iyer

Guest Signup

Event Name:
The New Liquidity Paradigm for Alternatives: Cutting Edge Infrastructure Connecting Investors, Issuers & Managers