Access the 2022 & 2021 Courses
This is an online course, and registration is complimentary for financial advisors.
These courses do not provide CFP / IWI / CFA CE credits.
Now On Demand
The Private Equity course aims to provide a practical playbook specifically for financial advisors. Join us for this 2 hour, interactive program that will cover:
- The Changing Dynamics of the Private Equity Market Landscape
- Trends in Private Equity Investing & Structure Considerations
- Practice Differentiation, Integration and Access
Managing Director • Primark Capital
Michael Bell is a Managing Director of Primark. Prior to Primark, Michael built, and was the CEO for a $12B RIA managing more than 30 investment strategies and a $10B liquid alternative mutual fund complex that launched more than 50 alternative funds. Most recently he purchased, grew and sold a family office-backed $6B RIA. Also, he specialized as a corporate finance attorney for Latham & Watkins and was a CPA for KPMG. He holds a BS in Commerce from the University of Virginia and a JD from West Virginia University.
Managing Director • CAIA Association
As Managing Director, Aaron oversees content and product strategy for the Fundamentals of Alternative Investments (FAI) Certificate Program. Prior to this, Aaron was responsible for the strategic direction of CAIA Association’s content agenda, thought leadership, and member education initiatives, and supported content development for the CAIA Charter Program. His work has been published by Oxford University Press and The Journal of Investing, and covers topics such as ESG/sustainable investing, liquid alternatives, commodities, and asset pricing/factor investing. He is a frequent writer and speaker on these topics. Aaron’s practitioner experience lies in private wealth management, where he served as portfolio manager, overseeing asset allocation, portfolio construction, and manager research efforts for high-net-worth individuals and institutional retirement plans.
He earned a B.S. with distinction in Finance and a Master of Finance from Penn State University. He holds the Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), Certificate in Investment Performance Measurement (CIPM), Financial Data Professional (FDP) designations, as well as CFA Institute’s Certificate in ESG Investing. He is a Past President of CFA Society Columbus and serves on the CFA Society Philadelphia Programs Committee. Aaron is an adjunct professor and serves on multiple advisory boards for Penn State University.
Managing Director • Primark Capital
Mark Sunderhuse is a Managing Director of Primark. Prior to Primark, Mark was a Co-Founder and Managing Partner of Red Rocks Capital, a $1.9B private equity fund that he managed from 2006 through its sale in 2017. Previously, he was a portfolio manager for Berger Funds, Janus Capital Group, Crestone Capital and Well Fargo (Norwest) managing multiple small cap growth funds each in excess of $1B. Acquired multiple investment platforms for the Berger/ Janus organization including Bay Isle, Perkins Wolfe and McDonell. Appointed by the Governor to serve on the Colorado Fire and Police Pension Board. Attended and guest lecturer at University of Colorado.
Now On Demand
The Real Assets course aims to provide a practical playbook designed specifically for financial advisors. Join us for this 3 hour, interactive program that will cover:
- Growth & Income Real Estate Opportunities
- Opportunity Zone Investing
- Multi-Asset Strategies
Assistant Portfolio Manager • Nuveen Global Cities REIT
Gracie is the assistant portfolio manager for Nuveen Real Estate’s Nuveen Global Cities REIT.
She has been based in Denver since 2016 and was previously based in San Francisco, as one of the first hires on the San Francisco acquisitions team in 2013. Under that team, she covered acquisitions and asset management across the Northwest region of the U.S. Gracie has worked on acquisitions across all of the big-four property types throughout the West Coast, including San Francisco, Seattle, Los Angeles, Silicon Valley, Los Angles, Portland, and Denver. In addition to acquisitions, she assisted in managing 2.7M square feet of the firm’s multifamily, office, and retail holdings.
Gracie graduated with a B.S. in Business Administration with an emphasis in Finance and a minor in Real Estate from the University of Colorado, Boulder.
Senior Managing Director, Global Sales • Sprott Inc.
Ed Coyne joined Sprott in January 2016and has more than 25 years of investment management and sales experience.Previously, he was a Principal and Investment Specialist for 18 years at Royce & Associates, a small-cap value manager located in New York City and the investment adviser to The Royce Funds. Before joining Royce, Mr. Coyne worked with Zweig Mutual Funds and Neuberger Berman as a Regional Sales Director. He began his career at Reich & Tang, a provider of deposit, liquidity, and cash management solutions for banks, broker-dealers, investment advisors, institutional investors, and public entities. Mr. Coyne worked in the firm’s key account sales division servicing institutional clients.
Mr. Coyne earned his Bachelor of Science in Architectural Studies from the University of Missouri. Healso holds a Series 7 license, administered by Financial Industry Regulatory Authority(FINRA).
President • Cantor Fitzgerald Capital
Jay Frank is the President of Cantor Fitzgerald Capital and Chief Operating Officer of Cantor Fitzgerald Investment Management. Cantor Fitzgerald is a global financial services and real estate investment management firm. Jay is involved in overseeing the day-to-day operations of the business, providing direction and implementing strategic initiatives. In addition, Jay leads distribution efforts, sits on the investment committee and plays an active role in product construction, marketing, and the overall direction of the business. Jay has spent the last 15 years focused exclusively on the commercial real estate and alternative investment industries.
Throughout his career, Jay has been involved in the creation, structuring, launch, capital formation, management and monetization of dozens of real estate strategies with over $30 billion in aggregate value. He has worked closely with wealth management, accounting, tax and legal firms on the education, due diligence and implementation of sophisticated real estate and cash management solutions including Real Estate Investment Trusts, Business Development Companies, 1031 Tax Deferred Exchanges and Qualified Opportunity Funds.
Mr. Frank earned a B.A. in Business Economics with an emphasis in Accounting from the University of California, Santa Barbara. He holds FINRA Series 7, 24, and 63 licenses and is an Investment Banking Representative.
Brian Griggs, CFA, FRM
Portfolio Strategist • Nuveen
Brian is a Portfolio Strategist, responsible for promoting Nuveen’s investment views and approach to multi-asset portfolio construction. He meets with financial professionals and institutional clients to discuss how they can incorporate Nuveen’s best thinking in to their own portfolio management processes.
Prior to joining the firm in 2018, Brian worked at State Street Global Advisors as an Investment Strategist, supporting the firm’s defined contribution plan clients, and at Voya Investment Management as a Multi-Asset Portfolio Specialist. He began his career at Bloomberg LP as a Portfolio Risk & Derivatives Specialist.
Brian graduated with a B.S. from Syracuse University and an M.B.A. from Columbia Business School. He also holds the CFA and FRM designations.
Chief Investment Officer and Head of Funds Management, Americas • Nuveen Real Estate
With over 20 years experience, Shawn serves as the Head of Fund Management and Chief Investment Officer for Nuveen Real Estate’s ~$90 billion Americas platform. He leads a team of seasoned portfolio managers in driving investment performance and partnering with our clients on their current and prospective real estate investments. In addition, as Chief Investment Officer, Americas Shawn oversees the end-to end investment process. He is a member of the Global Executive Leadership Team and Americas Investment Committee.
Prior to joining the business in 2015, Shawn served as a managing director on the capital markets team of Grosvenor Fund Management. Shawn has also worked as an officer in Morgan Stanley’s real estate investment banking group. Additional experience includes positions at Lazard, JPMorgan and Sullivan & Cromwell.
Shawn graduated with a B.A. from Columbia College of Columbia University, an M.B.A. from Columbia Business School and a J.D. from Columbia University School of Law.
Head of Investment Strategy – Liquid Real Assets • DWS
Evan joined the Company in 2007 with one year of industry experience. Prior to joining, Evan served as an analyst at the Townsend Group. Evan has a BS in Finance from Miami University; CFA Charterholder.
Allen Sukholitsky, CFA
Chief Investment Officer • MW Capital Group
Allen Sukholitsky, CFA is the Chief Investment Officer of Masterworks and MW Capital Group. Masterworks, the leading art investment platform for self-directed investors, launched MW Capital Group to deliver diversified art-investment solutions to financial advisors and institutional investors. Prior to MW Capital Group, Allen was a Senior Market Strategist at Goldman Sachs, focused on investment strategy, portfolio construction, and investment implementation. He was also previously an Investment Counselor at Citi Private Bank, working with UHNW clients on asset allocation and manager selection. Allen is a CFA® charterholder and has a B.A. in Economics & Political Science from Columbia University. He has almost two decades of global economic and investment experience and has been a keynote speaker at investment conferences across the country.
Investment Product Specialist • Cadre
David Vincent has over 20 years of experience in Finance. Prior to Cadre, he served as a Senior Alternative Investment Specialist at UBS Asset Management. David was responsible for sales, marketing and investor relations for one of the largest Alternative Investment platforms globally. He worked closely with financial advisors, RIAs, Family Offices and institutional investors. Prior to UBS, David was the Chief Investment Officer of a boutique Multi-Family office based in NYC. Prior to that, David was the Vice President of Alternative Product Sales at Alger where he built and launched the sales and marketing platform for their hedge fund and liquid alternative funds. His previous experience also includes his management role as Associate Consultant/Financial Analyst at Dahab Associates and previously, working as a Financial Analyst for Morgan Stanley. David graduated from the University of Pittsburgh with a B.S.B.A. in Business General Management. He is a CFA charterholder, a CAIA designee and a member of both the CFA Institute and New York Society of Security Analysts.
Product Specialist • DWS
Andy joined the Company in 2017 with 9 years of industry experience. Prior to joining, Andy served as Head of US Research & Analytics at Henderson Global Investors. Previously, he was an Investment Strategist at Robert W. Baird and an Institutional Client Associate at The Vanguard Group. Andy began his career in Acquisitions and Development at First Industrial Realty Trust. He has a BBA in Law and Public Policy and MBA in Finance from Gonzaga University; Series 7, 63 and 65 Licenses.
Now On Demand
The venture capital course aims to provide a practical playbook specifically for financial advisors. Join us for this 2.5 hour, interactive program that will cover:
- Accessing, Vetting and Investing in Private Companies
- The Case for Late Stage Venture Capital
- Sector and Industry Trends
- Opportunities, Risks & Portfolio Construction Considerations
Partner • NewRoad Capital Partners
Tracy Black, former SVP at J.B. Hunt Transport Services, has 30 years of experience in leadership and supply chain technology. As a member of the executive team for fortune 500 transportation company, J.B. Hunt Transport Services, Tracy built and led the technology team. In her role as Senior Vice President Information Technology, she was responsible for IT Strategy, technology vendor relationships and key customer technology roadmaps. In 2007, Tracy was named one of Computerworld’s Premier 100 IT leaders and in 2008 received the Information on Demand Innovation award from IBM.
Tracy was the former president of the NWA Network of Executive Women. Tracy has served on the Information Technology Research Institute Board, the Credit Counseling of Arkansas Board, The Peoplenet Customer Advisory Council, and the Samsung Executive Advisory Board. Tracy graduated with Phi Betta Kappa honors from the University of Arkansas where she received a bachelor of science in computer science.
Partner • NewRoad Capital Partners
Chris Ladd is a Partner at NewRoad Capital Partners, where he is responsible for all aspects of the investment process and post-investment operations of portfolio companies. Immediately prior to joining NewRoad Capital Partners, Chris was at Walmart where he was part of the Corporate Development and Strategy teams, focusing on e-commerce acquisitions and strategic initiatives and was the CFO & CIO of a Walmart-led investment fund. Prior to Walmart, he was an associate at TPG Capital focusing on post-acquisition operations of portfolio companies and an associate at KSL Capital on the buy-side.
Chris currently serves on the Board of Directors for BigElk Energy Systems, NYSHEX, Quinn Snacks, and Engage 3.
Chris holds a BA in Economics from Cornell University and an M.B.A. from the McCombs School of Business at the University of Texas at Austin.
Founder & CEO • KingsCrowd
Chris Lustrino is Founder & CEO of KingsCrowd, the first ratings and analytics data provider focused on digital private equity exchanges. He has raised $5.5M to date and grown his business to over 400,000 subscribers and 20 full-time staff. Recently, KingsCrowd launched the first Capital as a Product (CaaS) solution for investors looking to gain diversified exposure to private markets. Prior to founding KingsCrowd, he worked on behalf of private equity clients at LEK Consulting from 2014 to 2017 and supported travel-tech startup Freebird in 2018 to raise an $8M series A prior to being acquired by Capital One. He also founded Simple.Innovative.Change, a Fintech publication focused on alternative investments and lending, and was a finalist for the 2018 LendIt Fintech Journalist of the Year.
Managing Director • iSelect Fund Management, LLC
Mark has over 30 years of experience in investing, executive leadership and business development while growing six early-stage funds/companies. He has extensive experience in impact investing, as an investor, developer, and operator. Most recently he was EVP Business Development for Cadenza Innovation, a leading energy storage technology company. Previously, he was CEO of HPA Sonics, an early stage specialty materials company developing a clean process for the production of a key LED raw material. Prior to that, he was CEO of Greenleaf Biofuels (now American Greenfuels). At Greenleaf, he and his partners built the largest waste-to-biofuel plant in the Northeast U.S. Formerly, Mark was an investment banker at Progress Partners where he led the clean energy practice, and a Managing Director of two long/short equity hedge funds that he helped grow to $500M in combined assets. Mark has B.S. in Finance from Babson College.
Chief Investment Officer • Liberty Street Advisors, Inc
Christian has 21 years of experience in financial services and investment management, with the last 16 years focused on secondary investments involving venture-backed and growth equity-oriented companies and funds. During this time, he has also served on the boards of many of these companies and funds.
Prior to Liberty Street Advisors, Christian was CIO of SPIM overseeing all investment related functions. Christian still serves as one of the portfolio managers of the PrivateShares Fund, formerly the SharesPost 100 Fund, and a member of the investment committee.
Prior to joining the PrivateShares Fund investment management team and Liberty Street Advisors, Inc., Christian was Co-Head of the Global Private Equity Secondaries Practice at HQ Capital based in New York, a $10+ billion alternative investment firm headquartered in Germany. Prior to that, he served as Head of Secondaries at Thomas Weisel Partners. Christian started his career as an investment banker at Banc of America Securities.
In aggregate, Christian has helped raise more than $1 billion globally from institutional investors, corporations, pensions, endowments and family offices, and has completed or overseen the completion of more than 100 secondary transactions representing over $1 billion in capital commitments.
Christian received his BA from Rutgers College.
Partner & Managing Director, North America • OurCrowd
Ms. Odess has spent her entire career within the healthcare & science industries and has held senior executive roles for multinational companies such as Johnson & Johnson. A serial entrepreneur, she has founded a number of start-ups including Advanced Stent Technologies, CID and Woven Orthopedic Technologies. As an operator, Ms. Odess is an expert in leading companies from concept to clinical application. She has created multiple businesses that have been acquired by multi-billion-dollar medical device companies, negotiated over 30 worldwide partnerships and commenced direct corporate operations for Johnson & Johnson in Israel. Ms. Odess has been recognized for her ability to create successful innovative solutions and has received the Frost & Sullivan Award for Innovation and the state of Connecticut’s “2014 Woman of the Year” award for Entrepreneurial Innovation and Leadership and was honored by Connecticut Women’s Hall of Fame as 2015 Global Impact Honoree. Ms. Odess was also the recipient of the “CEO USA Award” in 2018 from CEO Today Magazine.
Now On Demand
The Private Credit course aims to provide a practical playbook specifically for financial advisors. Join us for this 3 hour, interactive program which will cover topics such as:
- Maximizing Private Credit Access & Portfolio Benefits
- Trends, Opportunities, Risks & Asset Allocation Considerations
- BDCs, Direct Lending, Fixed, Alternative Income, Middle Market Opportunities & More
Jonathan Bock, CFA
Chief Financial Officer • Barings BDC
Jonathan Bock is Chief Financial Officer of Barings BDC, Inc. and a Managing Director in Barings Global Private Finance Group. Prior to joining Barings in July 2018, Mr. Bock was a Managing Director and Senior Equity Analyst at Wells Fargo Securities specializing in Business Development Companies (BDCs). He has actively followed the BDC space since 2006 and was the chief author of a leading BDC quarterly research publication: the BDC Scorecard. His research is often cited by The Wall Street Journal, Barron’s, and other prominent financial publications. Prior to Wells Fargo, Jonathan followed the specialty finance space at Stifel Nicolaus & Company and A.G. Edwards Inc. Prior to entering sell-side research in 2006, Jonathan was an equity portfolio manager/analyst at Busey Wealth Management in Champaign, Illinois. Jonathan holds a BS in finance from the University of Illinois College of Business and is a member of the CFA Institute.
Founder and Managing Partner • Twin Brook Capital Partners
Trevor Clark is a member of Twin Brook’s Investment and Executive Committees and has been responsible for overall operations of the firm since its inception in 2014. Prior to founding Twin Brook, Trevor was a co-founder and C.E.O. of Madison Capital Funding LLC, a wholly owned subsidiary of New York Life Investments, where he oversaw all operational and strategic activities of the middle market lending operation. Prior to forming Madison Capital, Trevor held various positions in loan underwriting and origination at Antares Capital, GE Capital, and Bank of America. He holds a B.A. degree from the University of Iowa, Iowa City and an M.B.A. degree from Indiana University, Bloomington.
Troy Gayeski, CFA
Chief Market Strategist • FS Investments
Troy Gayeski, CFA serves as Chief Market Strategist for FS Investments. Mr. Gayeski is responsible for research generation, positioning and conveying the FS Investments suite of alternative investments, and enhancing and expanding the current product suite.
Mr. Gayeski has a wealth of experience in the alternative asset management space. He most recently was Partner, Co-Chief Investment Officer and Senior Portfolio Manager at Skybridge Capital, where he ran discretionary funds of hedge funds and institutional separate accounts, and was responsible for idea generation, due diligence, portfolio construction, development and implementation of the macro framework, and client presentations. Mr. Gayeski has spent over a decade as a contributor on Bloomberg, Fox, Yahoo Finance and CNBC. He also provides frequent market commentary to Reuters, Bloomberg, Financial Times and other news outlets. Mr. Gayeski has also been a Senior Portfolio Manager at Citigroup Alternative Investment, as well as a portfolio manager and senior hedge fund analyst at Bank of America and Yankee Advisors.
Mr. Gayeski received his BS in Chemical Engineering from MIT.
Mr. Gayeski lives with his family in Connecticut.
Chief Credit Officer & Senior Partner • Twin Brook Capital Partners
As a Senior Partner and a member of Twin Brook’s Investment Committee, Drew Guyette serves as Chief Credit Officer, overseeing the firm’s Underwriting, Credit and Portfolio Management functions. Prior to joining the firm in 2015, Drew had been with Madison Capital Funding LLC, a wholly owned subsidiary of New York Life Investments, since 2007. Drew’s primary responsibilities at Madison Capital included structuring, underwriting, negotiating, and managing client relationships, where he focused on generalist and technology transactions with middle market private equity sponsors. Additionally, Drew managed one of Madison’s Underwriting Teams of professionals. Prior to joining Madison Capital, Drew held a variety of positions at MB Financial Bank, N.A., including underwriting, portfolio management, and new business development. Drew received a B.S. in Finance from the University of Illinois, Urbana-Champaign.
Senior Managing Director & Senior Portfolio Manager • First Eagle Alternative Credit
Robert Hickey is a senior managing director and senior portfolio manager on First Eagle Alternative Credit’s Tradable Credit team. Bob also serves on the firm’s global investment committee and the investment committee of its Tradable Credit platform. Bob became part of First Eagle in 2020 upon the firm’s acquisition of THL Credit, which he had joined in 2004. Previously, he was a senior credit analyst/senior portfolio manager in the alternative credit strategies group of McDonnell Investment Management. Before that, Bob worked at INVESCO Funds, where he served as portfolio manager for the INVESCO High Yield Fund and co-manager of the INVESCO Select Income Fund; in addition, he co-managed the fixed income components of several subadvised funds. During this time, Bob also maintained primary credit coverage of the energy, gaming, metals/mining, media/entertainment and paper/forest products sectors of the high yield market. Before that, Bob was the director of corporate bonds for Van Kampen Investments and a senior portfolio manager for several of the firm’s high yield and high-grade corporate bond portfolios; at Van Kampen he also was responsible for the management of an annuity company for OakRe Life/Xerox Financial Services Life Insurance. Bob earned a BA from the University of Wisconsin and an MBA from the Kellogg School of Management at Northwestern University.
Managing Director • HPS Investment Partners
Ms. Parekh is a Managing Director at HPS Investment Partners and Co-Head of North American Core Senior Lending. Prior to joining HPS in 2020, Ms. Parekh spent over twelve years as a Partner and Managing Director at The Carlyle Group. During her tenure at The Carlyle Group, Ms. Parekh was a founding member of the Direct Lending platform, served as Head of Origination for Illiquid Credit, and was a member of the Investment Committee for the Direct Lending business. Prior to joining The Carlyle Group in 2007, Ms. Parekh was an Investment Banking Associate at JPMorgan where she was responsible for originating, structuring and executing high yield bond and leveraged loan transactions. Ms. Parekh holds a BS in Finance and Information Systems from the Stern School of Business at New York University.
Senior Alternative Strategies Director • First Eagle Alternative Credit
Mr. Park is a Senior Vice President for First Eagle Alternative Credit’s Tradable Credit platform. His responsibilities include business development, product development, strategic relationships and fund marketing. He is responsible for the development and management of relationships with financial intermediaries and institutional platforms for First Eagle’s Tradable Credit platform.
Mr. Park became part of First Eagle in 2020 upon the firm’s acquisition of THL Credit. Prior to joining THL Credit in 2018, Mr. Park worked as a Vice President in the Business & Product Development group at Four Wood Capital Partners LLC where he was responsible for client acquisition, due diligence, idea generation, product development and syndication, sales strategy development and execution and marketing material creation.
Mr. Park attended Syracuse University where he studied Political Science and Economics.
Managing Director, Co-Head US Distribution • FS Investment Solutions, LLC
Ryan Robertson serves as the Managing Director and Co-Head US Distribution at FS Investments where he oversees all external and internal sales professionals across the firm’s expanding distribution platform. Mr. Robertson is responsible for the independent broker-dealer and registered investment advisor channels as well as the development and growth of the firm’s wirehouse channel.
Before joining FS Investments, Mr. Robertson worked at Goldman Sachs Asset Management for eight years, most recently as a Vice President and Divisional Sales Manager for its wirehouse and regional broker-dealer distribution channel. Prior to Goldman, he served as a Regional Marketing Director at Hartford Mutual Funds. Before beginning his career in financial services, Mr. Robertson was a professional basketball player both in the NBA, where he played for the Sacramento Kings, and in Europe.
Mr. Robertson holds a BS in Business Administration and Management from the University of Kansas.
Portfolio Manager, HNW Portfolios • Monroe Capital LLC
Mr. Solimene is a Managing Director and Portfolio Manager for Monroe’s high net worth portfolios. He has over 35 years of experience in alternative investing, corporate finance, restructuring and special situations. Prior to Monroe, Mr. Solimene was a Managing Director and member of the senior leadership team at Allstate Investments where he was responsible for the opportunistic portfolio strategy which focused on deploying flexible and nimble private capital in complex or non-traditional situations. Prior to Allstate, he has held senior alternative investment management and investment banking positions at Macquarie Capital (USA), Inc., Ernst & Young Corporate Finance, LLC and Banc of America Securities, LLC. Mr. Solimene earned his M.B.A. from the University of Chicago Graduate School of Business and his B.S. in Finance from Western Illinois University. In addition to being a member of the Turnaround Management Association, Mr. Solimene serves as a director of numerous private companies and non-profit organizations.
Global Head of Private Wealth & Intermediary Distribution • Angelo Gordon
Louise Wasso joined Angelo Gordon in 2005 as a Managing Director and is the Global Head of Private Wealth & Intermediary Distribution. With over thirty years of wealth management experience, Louise works with individual investors, family offices, independent advisors, foundations, endowments and platforms advising on Angelo Gordon’s strategies and funds. Prior to joining Angelo Gordon, Louise was a Managing Director and Head of Alternative Investments/Graystone Consulting from 2000-2005 at Morgan Stanley. In 1993, Louise co-founded Graystone Partners, a $4B Chicago based Alternative Consulting Firm specializing in creating bespoke portfolios of alternative investments. Morgan Stanley acquired Graystone in 1999. Prior to Graystone, Louise was an equity block trader at Goldman Sachs, established The Northern Trust Wealth Management Group and Bessemer Trust’s Chicago office. Louise holds a B.A. in Economics from Mount Holyoke College and an M.B.A. from the University of Chicago, Booth School of Business. She serves on the Board of Trustees and Chairs the Investment Committee of Mount Holyoke College.