SPEAKERS

Name
title

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Name
title

ante imputo urna enim nulla lenis esca capto montes. antehabeo fere hac facilisis ea capio pneum regula. utinam consectetur refero interdum consequat iustum. interdico defui iaculis nutus eum pellentesque quidne class. consectetuer hac torqueo commodo interdum loquor imperdiet dapibus. turpis dignissim melior gilvus nam. ne obruo magna probo illum. immitto quae sociis jugis ullamcorper.

Chintan Muchhala
Partner, Wealth & Asset Management/Private Equity
Ernst & Young LLP

Chintan is a partner serving clients in the Wealth & Asset Management and Private Equity sector. Chintan serves as a Global Coordinating Partner and audit partner on private equity and alternative fund clients. He has been a trusted business advisor to his clients in a number of areas spanning private equity, leveraged buyouts, distressed debt funds, private debt-focused funds, real estate funds and REITs, SEC registered funds, interval funds, business development companies, merchant banking funds and seeder funds.

Chintan has done rotations and worked on projects within the firm’s advisory practice areas, including Transaction Advisory Services, Structured Finance Advisory Services and Transaction Integration Services. He has been a regular contributor as a speaker and author on relevant industry matters. He has led several trainings and workshops related to investment products, valuations and other key areas affecting audits of private equity and asset management companies.

Chintan is a founding member of the firm’s Seed and Minority Investment team and currently leads EY Global Delivery Services for the Wealth & Asset Management and Private Equity practice in the US.

Chintan holds a BS in Accounting with High Honors from The School of Business at Rutgers University and an MBA from Columbia University. He is a Certified Public Accountant in New York.

Devashish Jain
Strategy and Transactions Private Equity Leader for Financial Services
Ernst & Young LLP

Devashish is a partner in Ernst & Young LLP’s Strategy & Transactions (SaT) practice and leads the SaT Private Equity Sector for Financial Services. He has almost 20 years of experience in providing transaction advisory services to private equity (PE), credit managers and other investors.

He focuses on the execution of pre-acquisition due diligence transactions of financial services companies identifying reductions to purchase price and providing management with tools for successful negotiation.

Devashish has significant experience leading buy-side and sell-side transactions for US and international inbound clients and has advised various strategic sellers in their sale transactions to PEs, given his PE sector focus.

Devashish’s experience includes multiple deals in verticals including professional services firms; SaaS and financial technology; prime and subprime credit card portfolios; data services, fund administration and FX trading and payments businesses; banks and mortgage originators and servicers; asset managers; insurance brokerages; prime and subprime consumer finance businesses; commercial non-bank lending businesses; and SPACs.

He has a BS in Accounting and Finance (with a minor in Mathematics) from Indiana University’s Kelley School of Business. He is a CPA in New York and Indiana, with memberships in the AICPA and NYSSCPA.

Geoffrey Mize
FSO Transactions and Corporate Finance Leader
Ernst & Young LLP

Geoffrey leads Ernst & Young LLP’s US Transactions and Corporate Finance practice for financial services and has over 25 years of experience providing assurance and transaction advisory services to financial institutions in the asset management sector, including real estate asset managers, private equity firms, hedge funds, traditional asset management firms, wealth management firms, REITs, BDCs, fund of funds, CLOs and other types of asset management companies.

He has been involved with a number of transformative transactions in the asset management sector at the management company level and for financial buyers on both the buy and sell side. His experience ranges from single asset class transactions in the traditional and alternative asset management space to working with global multi-strategy asset management firms on a wide variety of domestic and cross-border acquisitions.

Geoffrey has worked on over 400 acquisitions advising corporate and private equity clients in multiple types of acquisitions, including carve-outs, tax free spins, restructurings and specific asset acquisitions. He has deep structuring experience in various types of transactions involving minority stakes, earn-outs and incentive compensation.

Geoffrey is a CPA actively licensed in New York and North Carolina and holds a Masters in Accounting/BS from the University of Alabama.

He is a member of the University of Alabama President’s Cabinet and an advisory board member for Trinity Episcopal School in Charlotte. He previously served as board chair for Freedom School Partners, a non-profit that provides a summer learning framework and curriculum for at-risk youths in the Charlotte community.

Joseph Bianco
Principal, Financial Services Asset Management Tax Practice Leader
Ernst & Young LLP

Joe is a principal at Ernst & Young LLP with more than 28 years of experience at the firm and the technical leader of the EY Financial Services Asset Management Tax practice. His experience includes involvement at the fund and fund manager levels with structuring, strategy development, tax planning, transaction due diligence, and offshore and cross-border issues, as well as delivery of tax compliance services. Clients include hedge funds, registered investment advisors and investment companies, private equity funds and fund of funds investment vehicles. Joe is a graduate of the University of Notre Dame, has a JD from the New York University School of Law and has been admitted to the New York State Bar.

Julie Valeant
Partner, Ernst & Young LLP

Julie is a tax partner in Ernst & Young LLP’s Wealth & Asset Management practice with over 22 years of experience in the asset management industry. She focuses on tax consulting and compliance for hedge funds, private equity funds, fund of funds and related management companies, and she has extensive experience with funds ranging from small startups to multibillion-dollar organizations. She has led global tax teams providing a full range of tax services. Julie has an MBA and a BS in Accounting and Finance from the University of Dayton. She is a CPA in Illinois and New York and is a member of the Illinois CPA Society and the AICPA.

Meredith Ager
Principal, Real Estate: FSO
Ernst & Young LLP

Meredith is a principal with Ernst & Young LLP who leads the Strategy and Transaction Financial Services Real Estate practice. For over 20 years, she has been an innovative leader in the real estate and securitization industries serving commercial banks, investment banks and investors. She has extensive experience in underwriting, credit due diligence, strategic transformation and valuation.

Meredith leads the real estate FSO team and specializes in commercial mortgage loan underwriting and lender diligence for individual or syndicate groups of large, multinational banks.

She created a new product for the CMBS/conduit industry to comply with a new regulation that assists issuers with cashflow-focused diligence to provide additional comfort around the information detailed to investors.

She served as an expert witness on a large, complex office property litigation and serves as a subject-matter expert for clients across the firm.

Meredith has provided financial and credit diligence on bank acquisitions and dispositions, focusing on commercial mortgage exposure and the effectiveness of the target’s risk management, underwriting, asset management and impairment processes.

She has led strategic projects to analyze current state business models for the purpose of strategic transformation into a future target state. New market-based policies were created for the commercial real estate process to account for the change in risk appetite.

Meredith has a BA in International Politics and an MS in Real Estate from New York University.

She is an active member of CRE Finance Council and a co-author of the underwriting chapter in the CRE Lending Standards guidebook.

Mike Lee
EY Global Wealth & Asset Management Leader
Ernst & Young LLP

As the EY Global Wealth & Asset Management Leader, Mike is responsible for the strategic direction and market execution plan for Wealth & Asset Management across all service lines and geographies, establishing a vision for the future of the industry and driving the development of new offerings and evolution of service delivery across our people, technology and platforms. 

Mike has more than 30 years of experience working with asset managers, asset owners, wealth managers, public and private investment funds, and related asset servicing organizations. His experience includes evaluating potential capital markets transactions for asset managers as well as providing structuring and strategy advice on products, infrastructure and controls.

Mike has served as the lead client service partner and concurring partner for many of the largest and best-known traditional and alternative asset management organizations. Mike is a member of the Firm Chairman/CEO’s Global Practice Group and Global Financial Services Markets Executive leadership team. He is a frequent speaker at industry events.

Samer Ojjeh
Principal, Asset Management Consulting
Ernst & Young LLP

Samer is a principal in the Asset Management Consulting practice of Ernst & Young LLP based in the New York Financial Services Organization. With more than 26 years of experience in business consulting, he leads the firm’s consulting initiatives in the alternative asset management marketplace.

Samer has helped numerous institutional asset managers, private equity funds, hedge funds, credit managers and asset services and prime brokers in improving and/or expanding the efficacy and effectiveness of their front-, middle- and back-office functions; and redesigning operational processes to support changes in their organizational structures and their processes and technology platforms.

His experience includes consulting services relating to organizational refinement for private equity and hedge funds. He is an experienced advisor for trade/deal capture portfolio management; portfolio accounting and partnership accounting systems implementation; middle-office formation; software vendor selection; and the infrastructure buildup related to the outsourcing of middle- and back-office functions.

Samer has spoken at many domestic and international traditional and alternative asset management industry conferences.

Omar Mahmoud
Principal, Corporate Finance - Strategy and Transactions
Ernst & Young LLP

Omar is a principal in Ernst & Young LLP’s Corporate Finance practice in New York City, having spent the past 18+ years supporting traditional and alternative asset managers.

He spends the majority of his time assisting clients in the determination of investment manager “value” in various contexts, including for the sale of equity interests, restructurings, fairness opinions, addition of new partners, issuance of options or phantom shares, estate planning, and/or disputes, etc.

Omar also has deep knowledge in advising a wide range of alternative asset managers, including hedge funds, private equity, venture capital and credit managers on valuing their investments in instruments such as debt instruments, including term loans, subordinated and mezzanine debt, convertible debt, GP/LP units and common and preferred equity across a wide array of industry verticals.

Additionally, he has extensive experience in executing valuations of businesses and their underlying securities for tax, financial reporting and strategic planning purposes, as well as performing decision support analyses for transactions. He has also valued intangible assets such as trade names and various types of investment management agreements.

Omar assists clients with the assessment, development and enhancement of governance around the valuation function, providing insights around fair value guidance and valuation process improvement via governance policies, valuation policy documents and valuation procedures.

Prior to joining the firm, Omar was a vice president for a global advisor within the alternative asset advisory segment.

He received his BA in Economics from the American University in Cairo and his MBA in Finance from the Gabelli School of Business at Fordham University in New York.

Ray Beeman
Principal, Washington Council Ernst & Young

Ray leads the Washington Council Ernst & Young practice, which provides clients with strategic advice and representation on issues involving tax, health and budget policy. He was formerly Tax Counsel and Special Advisor for Tax Reform with the U.S. House Committee on Ways and Means. He also has served Congress as Legislation Counsel for the Joint Committee on Taxation. Ray is a graduate of the University of California at Berkeley and received a JD from the Pepperdine University School of Law, as well as an LLM in Taxation from the Boston University School of Law. He is a member of the State Bar of California and the DC Bar.

Richa Gulati
Chief Compliance Officer
Angelo Gordon

Richa joined Angelo Gordon in May 2022 as Chief Compliance Officer and Associate General Counsel. She was formerly Chief Compliance Officer and Counsel of Willett Advisors LLC, which manages the assets of Michael R. Bloomberg and Bloomberg Philanthropies. She also served in legal and compliance roles at Oaktree Capital Management and D.E. Shaw & Co. She started her professional career as a litigation associate at Cleary Gottlieb Steen & Hamilton LLP. Richa received a BA from the Plan II Honors Program at the University of Texas at Austin and a JD from Harvard Law School.

Ryan Moore
Managing Director, Derivatives Valuation
Ernst & Young LLP

Ryan is a managing director in the Business Consulting practice of Ernst & Young LLP. He has over 16 years of experience in the financial services industry serving insurance, banking and capital markets, and asset management in the areas of derivatives valuation, model validation, asset-liability management and audit.

Ryan is part of the Derivative Valuations Center, a specialized audit support team that values a wide array of derivative products including fixed-income, credit, equity, commodity and FX derivatives as well as numerous other exotic products. He performed valuation analysis and investigated differences in valuations through close work with clients to understand the nature of any such differences.

He led an engagement to enhance ~1,000 model validation documents covering pricing, Comprehensive Capital Analysis and Review (CCAR), risk and capital models for compliance with SR 11-7 and SR 15-18.

He led an engagement to perform model validation stress testing of 420+ financial instrument pricing models used in the CCAR calculations for a large global bank. For each pricing model, the team documented the model performance under severely adverse market shocks for the Fed-defined global market shock scenarios.

He managed multiple engagements to perform independent model validations for a variety of pricing and risk models at various financial institutions. He also advised a large global CCP on recommendations to enhance securities valuation process across multiple asset classes.

He managed multiple engagements to review the asset and liability management process, controls and infrastructure including the measurement of interest rate risk in conjunction with the internal audit team at national and global financial institutions.

He assisted a national banking client on areas such as yield curve setup of numerous currencies, valuation testing of linear and non-linear instruments, and market data testing in connection with the implementation of a risk management system.

He developed controls testing framework to assess the accuracy and reliability of credit valuation adjustment calculations performed by a global broker dealer.

Ryan received a BS from Georgetown University and an MBA from Columbia Business School. He is a Certified Public Accountant in New York State and Connecticut.

Ayanna Clunis
Partner and Head of Operations

Ayanna is a partner and Head of Operations at TPG based in Fort Worth, Texas. Prior to joining TPG, Ayanna was with J.P Morgan where she most recently served as a Managing Director and Head of Markets Operations Transformation and Securities Operations within the Corporate and Investment Banking Division.

She brings more than 20 years of experience in financial services, including at Bank of America, Goldman Sachs and Citi, where she led complex organizational change and implemented innovative technical solutions to enable efficiency and scale.

Ayanna earned her MBA from Fuqua School of Business at Duke University and a BS in Chemical Engineering from Cornell University. She currently serves on the Board of First Candle and Duke University Alumni Council and is Board Chair of Measures for Justice.

Jamila Abston Mayfield
Partner
Ernst & Young LLP

Jamila is a partner in Ernst & Young LLP’s Business Consulting practice with 20 years of experience in wealth and asset management, banking, and capital markets regulation, compliance, operations, and litigation support. She is also the EY Financial Inclusion Leader, and assists financial services firms in developing strategies, products and services that create access, equity and inclusion opportunities for underserved communities.

Jamila rejoined the firm from the U.S. Securities and Exchange Commission, where she served as the Assistant Regional Director for the SEC’s Division of Examinations. In this role, Jamila led examiners in reviewing and assessing compliance program effectiveness, market risk, enterprise risk management, operations and cybersecurity for the asset management, brokerage and banking industries. Jamila has partnered with regulators to improve compliance, prevent fraud, monitor risk and inform policy. 

She previously served as an expert advisor for the SEC Examinations program, focusing on risk analytics, regulatory matters, investor relations and technology risk for the asset management and banking industry. Prior to the SEC, Jamila was a manager in the EY Forensic Integrity Services practice where she led restatements, investigations and litigation support matters for health care, manufacturing, government and technology clients.

She has advised top-tier banking, wealth and asset management, and insurance clients with matters relating to regulatory and fiduciary risk management, compliance, governance and operations.

She provided coverage with clients on regulatory and risk management capabilities, and she focused on compliance program effectiveness, regulatory reporting, risk analytics, enterprise risk management, financial crimes and cybersecurity for the asset management and banking and capital markets industry.

She led and participated in hundreds of SEC Examinations and Enforcement investigations of investment advisers, investment companies, hedge funds, private equity funds, broker-dealers, transfer agents and other industry participants.

She also led the regulatory compliance and risk due diligence efforts for a global financial services firm’s purchase of a multibillion-dollar alternative asset manager.

She performed financial restatements, investigations, compliance and litigation support for financial services clients.

Jamila is a Certified Public Accountant, Certified Fraud Examiner and Certified in Financial Forensics.

Pamela Bentley
Chief Financial Officer

Pamela is the Chief Financial Officer for GCM Grosvenor and a member of the firm’s Operations Committee. She is responsible for managing the financial functions of the firm, including overseeing activities related to corporate and fund accounting, treasury and cash management, financial planning and reporting, tax, valuation and operational due diligence while also playing a vital role in the firm’s strategic initiatives.

Prior to joining GCM Grosvenor, Pamela spent 15 years with The Carlyle Group, a publicly traded global investment firm, where her most recent role was Chief Accounting Officer and Managing Director. Previously, she was a Vice President of Finance and Investor Relations at Transaction Network Services, Inc. and a Senior Manager at Arthur Andersen LLP.

Pamela received her BBA from the University of Michigan’s Ross School of Business. She is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants. She is a member of and immediate past Chair of the Board of Directors of Junior Achievement of Greater Washington and is a member of the Board of Directors of Junior Achievement USA.

Kelly Pettit
Managing Director
General Atlantic

Kelly is a Managing Director in General Atlantic’s Legal & Compliance Department and serves as Associate General Counsel and CCO. She leads the firm’s investment funds practice and advises on new product launches, fundraising and investor reporting matters.

She manages all aspects of General Atlantic’s regulatory compliance program that supports the global investment business and oversees General Atlantic’s privacy program. She previously served on the firm’s IDEA Council.

Before joining General Atlantic in 2010, Kelly was an associate at the New York law firm Hutner Klarish LLP. She earned a BA in Political Psychology from Lafayette College and a JD from Brooklyn Law School.

Tim West
Alternative Investments Leader, Wealth & Asset Management

Tim is a partner with Ernst & Young LLP United Kingdom in London and is the UK Wealth & Asset Management Alternative Investments Leader.

He has over 30 years of industry experience, having previously held CEO and COO roles in global asset managers, working in Europe, North America and Asia-Pacific.

He has held director roles on company and fund boards in the UK, Ireland, Guernsey, Malta, Luxembourg and the Cayman Islands, and represents the EY organization’s interests with the Alternative Investment Management Association.

Tim is passionate about wealth and asset management and its ability to create positive outcomes for clients. A successful financial services industry is vital to the long-term prosperity and wellbeing of everyone in our society. Tim's team is helping wealth and asset managers to provide the education, access and solutions so urgently required to build a better working world.

Ryan Munson
Partner, Wealth & Asset Management, Ernst & Young LLP

Ryan is a partner in the Ernst & Young LLP (EY US) Wealth & Asset Management practice. He has approximately 20 years of experience serving the alternative asset management industry, with a primary concentration in advising hedge funds, private equity funds and a variety of alternative hybrid vehicles. Ryan sits on the EY US NY Wealth and Asset Management Markets Board, co-leads the Emerging Manager Platform and is responsible for helping the alternatives practice understand and evaluate new and evolving financial reporting and market issues within the industry.

Ryan’s investment fund clients range from $50 billion-plus global fund complexes to startups that he has guided from launch to full operations. His clients deploy strategies that include long and short equity, activism, quantitative techniques, global macro, credit, lending and private investing.

He has extensive experience advising investment managers on all areas of their operations, including regulatory, structuring, reporting and accounting. Additionally, Ryan has worked with many of the top hedge fund administrators, specifically leading SOC engagements for several of the largest global hedge fund administrators.

Ryan speaks periodically at industry events on current issues impacting the hedge fund community and has codeveloped many pieces of our asset management thought leadership.

Ryan earned a BS in Accounting with an Economics minor from Fordham University. He is a certified public accountant in New York and sits on the Board of Directors of Good Shepherd Services.

Mike Lo Parrino
Partner, Americas Wealth & Asset Management Co-leader and Financial Services Organization Private Equity Sector Leader, Ernst & Young LLP

Mike has been with the firm for more than 29 years providing assurance and advisory services for private equity, venture capital, hedge funds, credit funds and fund of fund clients and has experience serving both large and small investment management clients.

Mike spent four years (1998–2001) working in our Transaction Support Group, providing due diligence and advisory services for private equity investor groups and corporate acquirers in merger and acquisition (M&A) transactions. Between 2004 and 2005, Mike dedicated a significant portion of his time in the EY Quality and Risk Management Group as the national point person for private equity-related independence matters.

Mike is a certified public accountant and received a BS in Accounting from Manhattan College.

Jun Li
Partner, Co-Leader Americas Wealth & Asset Management Sector and US Wealth & Asset Management Tax Leader

Jun is an Americas Wealth & Asset Management sector co-leader and a tax partner in the Financial Services Organization at Ernst & Young LLP (EY US). He has more than 231 years of experience serving the financial services industry, including hedge funds, private equity funds, sovereign wealth funds and international banks.

Jun has provided a wide variety of tax consulting and compliance services to several multinational hedge funds, private equity funds, offshore funds and investment advisors through his broad knowledge of partnership, corporation and financial product taxation. He is highly experienced in a wide range of federal and inbound tax-related issues affecting funds, including US domestic and offshore fund structuring, tax-efficient securities’ investing strategies, year-end tax planning, partnership allocation issues and fee deferral arrangements. He is a member of the American Institute of Certified Public Accountants, as well as the New York State Society of Certified Public Accountants.

Prior to joining EY US, Jun worked in the tax department of a global asset servicer. Jun was a manager with another Big Four accounting firm responsible for the development of the tax practice in the Cayman Islands. Jun started his career in the Financial Services Tax practice of Arthur Andersen.

Bryan Corbett
President and CEO, Managed Funds Association

Bryan is Managed Funds Association President and CEO, and a veteran of Washington and Wall Street. Previously, he was a senior executive at The Carlyle Group, most recently as Managing Director in the Corporate Private Equity segment and head of the firm’s OneCarlyle Global Investment Resources Group. In this role, he and his team provided strategic and operational support to investment teams and portfolio companies across segments.

For the first half of his Carlyle tenure, Bryan managed US government and regulatory issues affecting Carlyle, its investments and the industry. He developed legislative and regulatory strategies relating to all of Carlyle’s business segments, including private equity, credit and real estate. In addition to serving on the boards of several Carlyle portfolio companies, he started the firm’s global corporate citizenship program focused on responsible investing, published Carlyle’s inaugural corporate citizenship report, and started the firm’s initiative to recruit and place diverse individuals on portfolio company boards in the US.

Prior to joining Carlyle, Bryan served in the George W. Bush Administration as a Special Assistant to the President for Economic Policy and as the Senior Advisor to Deputy Secretary Robert Kimmitt at the Treasury Department. He also served as Majority Counsel on the Senate Banking Committee.

He earned his JD from George Washington University Law School, where he was editor-in-chief of the George Washington Law Review. He earned his BA from University of Notre Dame.

Dave Racich
Financial Services Private Tax Leader, Ernst & Young LLP

David is a partner in the Financial Services Organization of Ernst & Young LLP who serves as Private Client Services Tax Practice Leader and Co-leader of the Global Hedge Fund Practice. He has over 23 years of experience within the asset management industry and provides tax services to domestic and offshore hedge funds, private equity funds, registered funds, and their respective investment advisors.

David’s experience includes domestic and cross-border fund structuring, transaction review and compensation planning, where he has worked with alternative managers operating at various stages of their lifecycle. He advises on the taxation of financial products and portfolio trading strategies, as well as coordinating the delivery of tax compliance services.

David is a member of the EY Global Hedge Fund Steering Committee as well as the Metro NY Wealth & Asset Management Markets Board.

David is a frequent speaker within the industry, including at the EY Global Alternative Fund Symposium Series, and has authored numerous thought leadership articles and tax technical alerts. He is a member of the New York Committee of Hearts of Hedge Funds Care/Help for Children. David is also a certified public accountant in the state of New York and a member of the American Institute of Certified Public Accountants (AICPA).

Mark Wightman
Wealth & Asset Management Transformation Lead

Mark has spent the last decade with the firm helping asset managers, owners and wealth mangers transform their businesses globally. He previously spent 20 years in industry with operations, technology and strategy roles. He started his career in financial technology spinning a business out of the London Business School in 1994 and later raising venture capital and exiting.

He has worked across the breadth of the industry from strategy to operating model, selection and implementation, driving successful transformation end to end.

Mark’s focus has always been on helping clients leverage technology to enable their strategic goals, and improve operational efficiency in a cost-effective and compliant manner.

He led a team on a three-year international wealth transformation engagement across Asia, MENA and Europe. He worked with a large global asset manager to validate system selection and help roll out BlackRock Aladdin across eight countries. Post-conversion, the team set up an RPA hub and built bots to help investment, operations, HR and Risk & Compliance functions.

He assessed private markets technology rollout issues at a large regional asset owner and delivered a successful go-live. He later helped build out a new operating model.

He led an engagement to help a European private bank set up innovation labs in Singapore and Hong Kong. He also helped an asset manager realign its Asian strategy including analyzing addressable and accessible markets, client and product segmentation and competitive environment.

He helped one of Asia’s largest insurers decompose its investments strategy into capabilities. He also helped one of the largest global wealth providers define a five-year global operating model and supported a global asset servicing firm with a business rationalization and cost take-out program.

Mark has a BA and MA from Oxford University.

Sally Dornaus
Partner and Chief Financial Officer, Bain Capital

Sally, who joined Bain Capital in 2006, is a Partner, Chief Financial Officer, Capital Markets and a Risk & Oversight Committee member based in Boston. Previously, she was a senior manager at PricewaterhouseCoopers in its Investment Management practice focusing on alternative investment products.

She received an MS/MBA from Northeastern University and a BA from Brandeis University. She is a Certified Public Accountant.

Gavin O'Connor
Chief Operating Officer, Point72 Group

Gavin serves as Point72 Group’s Chief Operating Officer.

He joined Point72 from Goldman Sachs, where he had a successful 21-year career, most recently serving as the COO of its Investment Management Division (IMD).

While at Goldman, he also served as co-chair of the New Activities Committee and was a member of the IMD Client and Business Standards Committee and the Goldman Sachs Asset Management Operating Group. Before assuming his role as IMD’s Chief Operating Officer, he was Goldman’s Corporate Controller. He was named a managing director in 2001 and a partner in 2006.

Gavin was Chairman of Junior Achievement of New York and serves on the Fairfield University Board of Trustees. He earned a BS in Accounting and Finance from Fairfield University and an MBA from New York University.

Suryanshu Mishra
Global Head of Fund Services, Securities Services, J.P. Morgan

Suryanshu is the Global Head of Fund Services within Securities Services at J.P. Morgan. He has global responsibility for fund accounting and administration, transfer agency, hedge fund services and private equity fund services.

Suryanshu joined J.P. Morgan in 2017. Prior to J.P. Morgan, Suryanshu was the Global Head for Hedge Fund Administration at Deutsche Bank, where he spent 13 years in various leadership roles in business, product development and technology. He worked in leadership roles in Singapore, Bangalore and New York during his career at Deutsche Bank.

He holds a Bachelor of Engineering in Computer Engineering from Nanyang Technological University in Singapore.

Jennifer Han
Managed Funds Association

Jennifer is Chief Counsel and Head of Global Regulatory Affairs at Managed Funds Association (MFA). She is responsible for the strategy and execution of the association’s US regulatory advocacy and leads MFA’s regulatory engagement. She advises MFA members on legal, regulatory and compliance changes and/or guidance impacting the alternative investment industry, including investment advisors, commodity trading advisors and commodity pool operators. She has extensive experience working with policymakers and regulators, such as throughout the 2008 financial crisis, post-crisis and to the refinement of today’s regulatory framework. She engages regularly with legislative policymakers and regulators, including the SEC, CFTC, Department of Treasury, Federal Reserve, NFA, ESMA, UK FCA and IOSCO.

Jennifer joined MFA in 2006 as legal counsel and served in a few capacities before joining MFA’s executive leadership team. She previously was a staff attorney in the Office of Compliance Inspections and Examinations at the SEC, where she conducted inspections and examinations, and advised on legal and compliance matters relating to developments in securities regulations and industry practices. She began her legal career as an associate with Pickard and Djinis LLP, a boutique securities law firm in Washington, DC.

She received a BA from Cornell University and a JD from American University. While in law school, she was an Editor of the American University International Law Review. She is a member in good standing of the DC bar.

Jennifer serves on the Washington D.C. Committee of 100 Women in Finance and on the Board of Directors for the YWCA National Capital Area.

David H. Kirk
Partner, Ernst & Young LLP

David is a Tax partner and leader of the Private Tax group of Ernst & Young LLP’s National Tax Department in Washington, DC. Throughout his career, he has focused primarily on the taxation of individuals, trusts, S corporations, and partnerships and financial planning for high-net-worth family groups.

Prior to joining the firm, he was an attorney in the Passthroughs and Special Industries division of the Office of Chief Counsel, Internal Revenue Service. He was a principal author of the income tax regulations under Section 1411 of the Internal Revenue Code (Net Investment Income Tax) and Revenue Procedure 2013-30 (Uniform Late S Corporation Election Relief). He is the author of the Bloomberg-BNA Tax Management Portfolio on the Section 1411 tax.

David earned a BS in Accounting from Syracuse University and a JD from the University of Pittsburgh. He also earned an LLM in Taxation from Georgetown University Law Center and has served as an adjunct professor in the same program since 2009. He is a member of the AICPA Tax Executive Committee.

Santiago Rivera
Large asset management firm

Santiago is the Director of Valuation at a large asset management firm, responsible for the reporting and development of best practices relating to investment valuations for financial reporting.

He was formerly a senior manager with Ernst & Young LLP, where he worked in the Valuation Modeling & Economics practice and focused on asset management clients. He also had valuation roles at Alvarez & Marsal and Duff & Phelps. He began his valuation advisory career at a former affiliate of American Express.

Santiago received a BS in Economics from The Wharton School at the University of Pennsylvania. He is an Accredited in Business Valuation member of the American Institute of Certified Public Accountants.

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