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Nanette Aguirre


Corporate & Securities | Hedge Funds | Financial Institutions | Structured Finance & Derivatives | Investment Regulation Group | Financial Regulatory and Compliance Group Nanette Aguirre concentrates on derivatives and structured products. Her experience includes negotiating all forms of international derivative (ISDA), trading and prime brokerage agreements with global institutions. Additionally, she regularly advises on regulatory issues affecting the derivatives market, including without limitation, Dodd Frank and related cross border regulation. Nanette works throughout Latin America, in countries like Mexico and Colombia, advising banks, endowments, ... (view full description)

Maneet Ahuja

Producer, CNBC Hedge Fund Specialist
CNBC, Squawk Box

Maneet Ahuja is CNBC's hedge fund specialist, producer on "Squawk Box" and author of The Alpha Masters, which was nominated for an FT/Goldman Sachs Book of the Year Award. Maneet is one of Forbes magazine's "30 Under 30", has been dubbed "The Wall Street Whisperer" by Elle magazine , named one of Marie Claire magazine's Media Moguls, and in 2010 was nominated for Crain's New York Business Forty Under 40 Rising Stars. In 2011, she co-created and developed the network's "Delivering Alpha" hedge fund summit in conjunction with Institutional Investor and was awarded CNBC's prestigious Enterprise Award in 2009 for her groundbreaking coverage of the industry. She has covered the ... (view full description)

Fareed Ajani

Managing Partner
Flanagan Lloyds Capital Management

Fareed F. Ajani is a Founding Partner of Flanagan Lloyds Capital Management and Flanagan Lloyds Global Asset Management.  The Alternative Asset Management Companies offer unique wealth creation opportunities via its hybrid Hedge Fund and Private Equity Fund vehicles.  Flanagan Lloyds is solely focused on enhancing value for investors and stakeholders by providing access to traditionally unobtainable opportunities in the global markets.   Previously, Mr. Ajani was a Director and Senior Relationship Manager with the Southeast division of U.S. Corporate Banking at Wells Fargo. He was responsible for managing large corporate client relationships, corporate lending and business develo ... (view full description)

Christina Alfonso

Partner and Chief Executive Officer
Madeira Global

Christina M. Alfonso is the Chief Executive Officer of Madeira Global. Since its inception, Ms. Alfonso has set the framework for the organization's overall vision and strategy and has led its implementation, product development and expansion efforts.   Prior to Madeira, Ms. Alfonso served as a director of World Wide Investments Group, a Brazilian private equity firm, and as senior private client associate and hedge fund liaison at Alliance Bernstein, LP,  in New York, where she focused on private client advisory services.   Ms. Alfonso’s leadership role in the field of impact investing has been highlighted in distinguished financial publications including Institution ... (view full description)

Bill Bassin

Wells Fargo Prime Services

Bill Bassin joined Wells Fargo Prime Services  in 2014 with a focus on Endowments, Foundations, and other institutional hedge fund investors.   Previously Bill was a Managing Director at UBP Asset Management, and also Director of Investments for the Museum of Modern Art's Endowment. Prior to the MoMA Endowment, Bill held various Portfolio Management and structuring roles at Auda Hedge, Lehman Brothers, and UBS Investment Bank.    Bill is also an Adjunct Professor at New York University, teaching the “Introduction to Hedge Funds” Class there for over 11 years. Over the last decade, Bill has been asked to speak to institutional investors on best hedge fund due diligence ... (view full description)

Bradley Belt

Vice Chairman
Orchard Global Asset Management

Bradley D. Belt is Vice Chairman of Orchard Global Asset Management, a global alternatives asset manager with offices in London, Singapore, Houston, Toronto and Washington, DC a role he assumed in 2013. Bradley is also the Chairman and founder of Palisades Capital Management LLC, a boutique restructuring advisory firm established in partnership with Reservoir Capital. Bradley previously was Sr. MD of the Milken Institute, responsible for heading the Institute’s expansion in Washington. In 2004-2006, Bradley served President George W. Bush’s Administration as Executive Director and CEO of the PBGC, a federally chartered corporation that insures the benefits of workers and ret ... (view full description)

Sanford Brown

Managing Director, Head of Business Development
Alternative Investment Group

Sanford Brown is the Managing Director of Business Development for Alternative Investment Group responsible for developing relationships with institutional consultants, wealth advisors and end investors, including endowments, foundations, pension plans and family offices. He joined the firm in July 2012. Prior to joining Alternative Investment Group, Sanford was a Director of Sales and Marketing at Larch Lane Advisors, an affiliate of Old Mutual Asset Management. Prior to that, he was the Director of Alternative Investments for Old Mutual Asset Management. He also previously oversaw U.S. hedge fund distribution at Deutsche Bank and Global Asset Management (GAM). ... (view full description)

Tim Bruce

Partner, Research

As director of traditional research at NEPC, Tim overseas a broad area of investment research spanning equities, fixed income, and real assets. Tim is also active in NEPCs investment research and due diligence activities in alternative investments with a particular focus on hedged equity strategies. Outside of his formal research responsibilities, Tim provides consulting services for both traditional and non-traditional asset classes of various public, corporate, Taft-Hartley and endowment/foundation clients. Tim is a member of NEPC's International Equity Advisory Group, Traditional Research Group, and the Alternative Asset Due Diligence Committee. A frequent conference&n ... (view full description)

Martin Cass

Director at Large BDO
Business Development Board of Palm Beach County

EXPERIENCE SUMMARY Mr. Cass has over 30 years of public accounting experience in auditing, taxation and consulting services for closely-held to large public companies, hedge funds, as well as high net worth individuals. He provides his clients a broad and deep knowledge of all areas of state, federal and international tax. He has significant experience in partnership taxation, corporate, individual and estate tax planning, financial planning and financial management. He has served clients in various industries, including real estate, construction, emerging business and technology, healthcare, publishing and entertainment, professional associations, nonprofi ... (view full description)

Allison Cohen

Director of Client Relations
Bija Advisors LLC

For nearly thirty years, Stephen Duneier has applied cognitive science to investment management. The result has been the turnaround of numerous institutional trading businesses, career best returns for experienced portfolio managers who have adopted his methods, the development of a $1.25 billion dollar hedge fund and 20.3% average annualized returns as a global macro portfolio manager.  Mr. Duneier teaches graduate level Decision Analysis in the College of Engineering at the University of California.  Through Bija Advisors' consulting practice, he works one-on-one with some of the world’s most experienced and successful portfolio managers, CIOs, asset allocators and business lea ... (view full description)

Michael Corcelli

Managing Member
Alexander Alternative Capital

Michael Corcelli is the Managing Member of the General Partner and the Investment Manager and serves as a Portfolio Manager of the Partnership. Mr. Corcelli has extensive investment experience as the founder and manager of Alexander Alternative Capital, LLC – a global macro hedge fund that was ranked in the 96 percentile of a pool of 973 hedge funds in the Bloomberg Universe of Hedge Funds. While leading Alexander, Michael purchased the first electronically traded receivable and invested in The Receivables Exchange (TRE). As of November 2012, TRE is majority owned by the New York Stock Exchange, Bain Capital, Fidelity Partners, PRISM and Alexander Alternative Capital, LLC. Mr. Corcelli is al ... (view full description)

Ricardo Cortez

Broadmark Asset Management, LLC

As Co-Chief Executive Officer, Mr. Cortez is responsible for the management of Broadmark’s day-to-day business activities as well as the oversight of the firm’s sales and marketing efforts. In addition, he is a member of the Investment Team and serves as the firm’s Chief Risk Officer. Mr. Cortez joined Broadmark in September 2009 as President, Global Distribution and was named Co-CEO in June 2013. Before Broadmark, he was President of the Private Client Group for Torrey Associates, LLC. Additional prior roles include Vice President at Goldman Sachs serving as Product Manager of the firm’s Global Multi-Manager Strategies program, and Senior Vice President with Prudential Investme ... (view full description)

Lester Coyle

Chief Investment Officer
III Capital Management

Dr. Lester Coyle is a principal and Co-Chief Investment Officer of III Capital Management where he is also the portfolio manager for the III Credit funds. Dr. Coyle joined III in February 2005 from Commerzbank where he was US head of credit correlation trading. Prior to that, he worked at Bank One as a single name and correlation trader on the credit desk, and as a credit model builder in the quantitative group. Lester holds a PhD in mathematics from the University of Michigan and a B.A. in mathematics from Trinity College, Dublin. Dr. Coyle was also a mathematics professor at Duke University and Loyola University. He is co-author of the book "Lectures in Contemporary Probability" and has pu ... (view full description)

Tonio DeSorrento

Vemo Education

Tonio DeSorrento is cofounder and CEO of Vemo Education (, a company addressing the student debt crisis at its root by helping colleges match their cost to their value.    DeSorrento is an industry leader in the development of financial products that align colleges and students.  He has broad experience in education finance, serving as outside counsel to Sallie Mae on its student loan securitization and conduit funding programs and advising other student lenders on matters ranging from product development to debt and equity finance.   DeSorrento was most recently at SoFi, where he was the primary transactional and financial products lawyer for the company.  H ... (view full description)

Justin Dew

Director of Strategy
Welton Investment Partners

Michael Dieschbourg

Senior Portfolio Manager
Federated Investors

Michael T. Dieschbourg is Senior Vice President and Managing Director of the Alternatives/Managed Risk Group. He is responsible for overseeing the development and management of Federateds portfolio of alternative and risk management products. He is a member of the Chartered Alternative Investment Analyst Association.Before joining Federated in 2014, Michael served as Global Dynamic Equity Manager, Senior Managing Director at Broadmark Asset Management; Global and International Equity Manager, Chief Executive Officer at Global Currents Investment Management, LLC (a Legg Mason Company); Global and International Equity and Fixed Income Manager, Managing Director at Brandywine Global ... (view full description)

Adam Duncan

Senior Investment Director
Cambridge Associates

Focus and Experience    Adam Duncan is Managing Director, Global Investment Research, at Cambridge Associates located in Boston. In this role, Adam’s responsibilities include manager research and selection, portfolio construction and the oversight of a large hedge fund portfolio. He specializes in discretionary and systematic macro, CTAs, and other quantitative based approaches. Adam is a member of the firm’s Manager Research Investment Committee and is a frequent research contributor.   Prior to joining Cambridge Associates, Adam spent most of his career in trading, structuring, and sales of fixed income and foreign exchange derivatives. He spent 12 ... (view full description)

Breanne Eshelman

Associate Director

Breanne is an Associate Director working in Portfolio and Account Management. She serves as the Portfolio Manager and main point of contact for certain institutional investor relationships. Throughout her career at PAAMCO, Breanne has conducted research, due diligence, and risk monitoring for managers across all PAAMCO strategies with an emphasis on long-short equity and credit strategies. Prior to joining PAAMCO, Breanne worked at Morgan Stanley in London where she managed risk on a portfolio of commercial mortgage debt and securities. Breanne began her career at Countrywide Commercial Real Estate Finance, where she focused on commercial loan origination, underwritin ... (view full description)

Philip Falcone

Chairman, President and CEO
HC2 Holdings, Inc.

Philip A. Falcone has served as a director of HC2 since January 2014, and as Chairman, President, and Chief Executive Officer of HC2 since May 2014. Mr. Falcone served as a director, Chairman of the Board and Chief Executive Officer of HRG Group Inc. (“HRG”) from July 2009 to November 2014. From July 2009 to July 2011, Mr. Falcone also served as the President of HRG. Mr. Falcone is also the Chief Investment Officer and Chief Executive Officer of Harbinger Capital Partners LLC (“Harbinger Capital”) and other Harbinger Capital affiliated funds. Mr. Falcone co-founded the funds affiliated with Harbinger Capital in 2001. Mr. Falcone has over two decades of experience in leveraged finance, distre ... (view full description)

Darren Feld

Vice President
Mesirow Advanced Strategies, Inc.

Darren Feld is a Vice President at Mesirow Advanced Strategies, Inc (MAS). MAS is a widely-recognized investment advisor specializing in building customized multi-manager portfolios for qualified institutional investors. Mr. Feld has over 20 years of experience serving in various research, investment advisory, and analysis roles at leading asset management, alternatives, and insurance firms. He joined MAS in 2004, focusing primarily on hedge fund manager due diligence, strategy analysis, and manager monitoring. Since 2009, Mr. Feld has leveraged his experience in manager due diligence to create customized client solutions at MAS, and is a member of the Client Portfolio Management ... (view full description)

Mark Fitzpatrick

Managing Partner
Glide Capital, LLC

Mark Fitzpatrick co-founded Glide Capital LLC (“Glide”) in 2015.  Glide provides wealth managers, family offices and institutional investors with an easy solution to building diversified portfolios within the "marketplace lending industry”. Glide performs due diligence on the industry and provides select opportunities which can be researched through our web portal.  Clients can invest into our portfolio or wealth managers can build their own branded portfolio. As a managing partner of Glide, Mark is responsible for selecting managers, raising capital and building strategic relationships for the firm. Mark has 20+ years experience in operations and business development roles within the al ... (view full description)

Anthony Foley

Head Product Strategist (USA)
Winton Capital

Before joining Winton in September 2014, Anthony spent eight years as a Managing Director at DE Shaw Investment Management in New York where he was CIO of the firms long-only equity business, managing a worldwide team of researchers, traders and portfolio managers, and representing DE Shaw as a senior client facing resource.Anthony has extensive experience in quantitative asset management across multiple asset classes from research and portfolio management perspectives. He was Head of Quantitative Research at State Street Global Advisors in Boston for five year, and spent nine years as a director of Pareto Partners in London and New York.Born and educated in the UK, T ... (view full description)

Mike Geller


Mike Geller advises founders, C-Suite executives and business leaders of private investment firms and publicly-traded financial institutions on strategic communications, including financial and corporate public relations, reputation management and leadership positioning. He has significant expertise counseling major hedge funds, emerging asset managers and international investment firms spanning a broad array of investment styles and strategies.  His clients have included firms such as Citadel, AQR, Baupost, Canyon Partners, Highbridge, Hayman Capital, Pershing Square, Element Capital, AXA Investment Managers, SkyBridge, Cartica Capital, Ashford Investment Management, Sele ... (view full description)

Ari Glass

Boothbay Fund Management

Ari Glass is the founding partner and managing member of Boothbay. Boothbay was founded in 2012, and in July 2014 launched Boothbay Absolute Return Strategies LP, a market neutral multi manager, multi strategy fund that invests primarily in emerging managers.  At Boothbay, Ari Glass is responsible for all aspects of running the fund and the business.   Previously, Mr. Glass served as President of Paine Heights Management LLC, initially a part of Platinum Management (NY) LLC (“Platinum”).  While at Paine Heights, Mr. Glass oversaw the company's interests, including the management of a special opportunity hedge fund that invested exclusively in SPACs and, through a subsidiary, advi ... (view full description)

Dave Goodboy

Palm Beach Hedge Fund Association

David S. Goodboy is managing director and founder of the Palm Beach Hedge Fund Association and Vice President of Marketing for intrendX llc, a Palm Beach and New York City based marketing service to ultra high net worth family offices and individuals.   In addition to his role at intrendX, David works with Adria Partners—a Bond Lease Real Estate Fund, founded by world renowned philanthropist and real estate investors, Dr. Zell Kravinsky as well as, Dr. Barry Brian.     Prior to forming intrendX, he learned the fund business from the ground up with the 5th Avenue based niche fund of funds, Eagle’s Vi ... (view full description)

Alex Greyserman

Chief Scientist
ISAM Systematic

Alex Greyserman is a member of the ISAM Systematic Investment Committee. He has 25 years of experience in the Managed Futures industry, having starting initially as Research Director at Mint Investment Management Co. ("Mint") where he was responsible for research and development of trading strategies and overall portfolio risk management. In 2001, Alex together with Larry Hite formed Hite Capital Management, a family office operation in New York, where Mr. Greyserman served as CIO until 2010, when Hite Capital Management merged with ISAM.Alex holds an MS in Electrical Engineering from Columbia University, an MBA, and a Ph.D. in Statistics from Rutgers University. His dissertat ... (view full description)

Peter Halloran

Pharos Financial Group

Robert Harvey

Jenks & Harvey LLP

Robert J. Harvey Partner Jenks & Harvey LLP West Palm Beach, Florida     Robert concentrates his practice in securities arbitration and litigation. He has represented major brokerage firms and financial institutions, directors, officers, and financial advisors, in complex litigation in both state and federal courts, and FINRA arbitration. Robert defends financial institutions and individuals in regulatory proceedings before the SEC, FINRA, and state regulatory authorities. Additionally, Robert represents individual and institutional investors who have suffered monetary losses as the result of securities fraud.   Robert bega ... (view full description)

Gary Hines

Senior Vice President
Business Development Board of Palm Beach County

Gary Hines is Senior Vice President, Administration for the Business Development Board of Palm Beach County, Inc.  He joined the BDB in May 1989 and for his first 15 years with the organization was primarily responsible for business recruitment.  He was directly engaged in the early efforts to bring the east coast expansion of The Scripps Research Institute to Palm Beach County.   In 2015 the Business Development Board assisted 25 companies (including 3 hedge funds) relocate to or expand in Palm Beach County resulting in the creation of 3,604 new jobs, 1,364,000 square feet of leased or newly constructed space and a combined capital investment of $284.6 million.   Gar ... (view full description)

Lynn Jerath

Citrine Investment Group

Ms. Jerath is the President & Founder of Citrine Investment Group, a real estate investment management firm.  She launched Citrine Value Fund in 2015, which is an absolute return, value oriented long/short hedge fund focused on publicly traded real estate and related sectors. Ms. Jerath has over 20 years of experience in real estate investing.  Prior to founding Citrine, Ms. Jerath spent seven years as a Senior Vice President and partner at GEM Realty Capital, a real estate securities and private equity firm.  Over her career, Ms. Jerath has closed over $4 billion in transactions.  Prior to GEM, Ms. Jerath was a Vice President at The Carlyle Group and also worked at Goldman S ... (view full description)

Paul Joss

Investment Strategist
Hartford Investment Management Company

Paul Joss is an investment strategist and portfolio manager for Hartford Investment Management Company. Paul’s primary responsibilities include oversight for defined benefit pension investments and other long-duration assets. Specific areas of focus for 2015 include private debt, private market alternatives, iCOLI solutions, and pension de-risking more broadly. Prior to joining HIMCO in 2007, Paul served plan sponsors, endowments, and foundations in Canada as part of Towers Perrin’s (now Towers Watson’s) retirement and investment consulting practices. Paul is a CFA Charterholder, a Fellow of the Society of Actuaries, and has a Masters in Financial Mathematics from the University of Calgary.

Ankur Keswani

Senior Managing Director
Serengeti Asset Management

Prior to joining Serengeti Asset Management, Ankur was a High Yield and Distressed trader at Goldman Sachs.  She was a market maker for the Healthcare, Chemicals and Media/Broadcasting sectors. Her position allowed her to facilitate customer flows and manage the firms proprietary risk.  From 2000 to 2004, she was the lead Healthcare Analyst in the High Yield Research Division. In 2003 and 2004 she was ranked top three High Yield Healthcare Analysts by Institutional Investment Magazine.  Previously, she was an Analyst in Emerging Market Sales for Goldman Sachs Singapore. Ankur received her B.A. with Honors from Oxford University in Philosophy, Politics and Economics.  ... (view full description)

Richard Klitzberg

Klitzberg Associates, Inc.

Richard Klitzberg has been involved in the securities business for in excess of 45 years.  He is expert in the placement of investment capital for institutional investors and high net worth individuals.  He began his career in 1969 at Bache & Co.  He established and managed their Investment Management Services Division which consulted to prominent institutional investors in selecting and monitoring third-party professional investment managers.  Clients included the retirement funds of large corporations, public funds, endowments, foundations and labor unions.  He managed a staff of 14 professionals and a national clientele with invested assets exceedi ... (view full description)

Rainford Knight

Board Member

Dr. Knight joins the FLAIA from the University of Miami and Florida Atlantic University, where he holds joint professorship positions. In addition to his academic focus, he brings a wealth of applied industry experience, as he is a Co-Founder and Partner of the Florida Institute of Finance, a consulting and financial services thank tank located in West Palm Beach, FL. Dr. Knight also possesses significant applied industry experience in the areas of: Mergers and Acquisition, Venture Capital Investments, Fixed Income Pool Analytics, Hedge Fund Analytics and Portfolio Construction and Asset Allocation. He holds a Ph.D. in Finance from Florida Atlantic University with a doctoral thesis in the ar ... (view full description)

Tracy Knudsen

SVP, Market Research
Lowry Research Corp.

Tracy Knudsen, CMT, is a Senior Vice President and Senior Market Analyst at Lowry Research and has been a Technical Market Analyst for more than 20 years. In her role at Lowry, Ms. Knudsen produces comprehensive analysis of the U.S. equity market and serves as lead analyst for Lowry Global, a product that covers 22 international equity markets. Prior to joining Lowry, Tracy held the position of Senior Market Strategist at and prior to that, Senior Technical Analyst at Stone & McCarthy Research Associates.  She is co-author of Mastering Market Timing: Using the Works of L.M. Lowry and R.D. Wyckoff to Identify Key Market Turning Points, published in July 2011 by the FT Pre ... (view full description)

Jon Kuczmarski

Portfolio Manager
WhaleRock Point Partners, LLC

Jon Kuczmarski is a portfolio manager with WhaleRockPoint Partners, LLC. Jon covers the Energy, Materials and Utilities space for WhaleRock Point Partners LLC. Mr. Kuczmarski is a member of WhaleRock Point’s Investment Committee which oversees all investment operations for Whalerock Point. Jon received a MBA in Finance from the Fordham University Gabelli School of Business in 2008 and a BA in Government from Harvard University in 2002. Jon’s experience includes J&W Seligman & Co and his own investment advisory firm, Aldershot Capital, LLC. Aldershot Capital was founded in May 2010 and Mr. Kuczmarski was the Managing Partner until joining WhaleRock Point Partners in ... (view full description)

Julie Lohrmann

Head of Business Development, North America
Prytania Investments

Before joining Prytania Group, Julie spent ten years as a Portfolio Manager and Investment Analyst at Grosvenor Capital Management, one of the largest Fund of Hedge Funds. She served as relationship manager for some of Grosvenor's largest clients and was instrumental in business development initiatives. In 2013 Julie brought her passion for building client relationships to Prytania, a London-based structured credit specialist. She heads the firm's North America sales and investor relations efforts. Julie holds an MBA from the University of Chicago Booth School of Business.

Shalin Madan

Bodhi Tree Asset Management, LLC

Shalin Madan is the Founder and Chief Investment Officer of Bodhi Tree Asset Management. He was formerly a Managing Director at Strenta Investment Management, an SEC-registered investment adviser for a major family office, where he was responsible for all aspects of investment and portfolio management in a multi-asset class portfolio. Prior to that, Shalin was a Vice-President at Ivy Asset Management, whereas a Portfolio Manager, he oversaw the firm’s flagship multi-manager hedge fund portfolios. He began his alternative assets career 17 years ago at Dome Capital Management, a hedge fund advisory firm for European institutional and super high net worth investors. In addition, Shalin ... (view full description)

Taylor Mann

Portfolio Manager
Pine Capital

Charles Mautz

Chinus Asset Management

Mr. Mautz oversees CHAM's investment activities including research, allocation and manager selection. Prior to founding Chinus in 2008, Charles was a Managing Partner at an emerging growth company accelerator, and a Managing Director at Aequitas Capital Management. At Aequitas, he led the firm’s efforts to form new fund products and oversaw its fund management activities. Prior to 2004, Mr. Mautz held various strategic, financial and M&A roles in Los Angeles and New York. From 1999 – 2004 he was in charge of strategy and M&A at CMS, a leader in financial research distribution. While at CMS, he played an integral role in their expansion into Europe (via acquisition) and As ... (view full description)

Martin McNulty

Conference Producer

David Menlow


Began Wall St. career in 1977 on the sellside.   Designed various technical trading systems for stocks and commodities during the 1980s.   Started IPO Financial Network in 1990 to provide independent research on the New Issues market, making it the oldest specialty new issues firm on the Street.   The IPOfn New Issues Information Service was the first to provide comprehensive opening premium expectations for IPOs and Secondaries in the US equity market, allowing the buyside to make better decisions regarding indications with the sellside.   David is the longest established source for interviews for all the major financial TV networks including: ... (view full description)

Rachel Minard

Founder and CEO
Minard Capital, LLC

Rachel S.L. Minard is the Founder and Chief Executive Officer of Minard Capital, the leading independent, global asset raising consulting firm headquartered in San Francisco, California. With over 100 clients, the firm is dedicated to offering strategic, asset raising consulting services to investment management firms around the world. Minard Capital is not a broker/dealer nor third-party marketer.    Before building Minard Capital, Rachel built and managed global institutional investment businesses for 25 years, including 19 years building fund of hedge fund firms, notably Cadogan Management and Corbin Capital Partners. Having raised over $19 billion in her career, Rachel starte ... (view full description)

Alfonso Montero

Chief Investment Officer
Credicorp Capital

Alfonso Montero has 18 years of experience investing in the Latin American bond and equity markets. He is currently Chief Investment Officer at Credicorp Capital, an investment bank with offices in Lima, Santiago, and Bogota, in charge of overseeing $ 6 billion in mutual funds and institutional client mandates. He is also the portfolio manager of the Credicorp Capital Pacific Alliance Equity Fund, which invests in the equity markets of the “MILA” Region (Mexico, Peru, Chile, and Colombia). In 2007 he co-founded Creuza Advisors, the leading independent Multifamily Office firm in Peru, where he was CIO until joining Credicorp Capital in 2013. Previously, he served as deputy CIO at Prima AFP, C ... (view full description)

Olga Ovodenko

Cranford Advisors

Olga Ovodenko is the founder of Cranford Advisors, a firm specializing in strategic investment consulting and business development.  Olga is also a Director at OCP Capital, LLC, where she focuses on alternative investments, including hedge funds, private equity, real estate, venture capital, and direct investments.   Olga’s prior professional experience includes roles at BlackRock, Davidson Kempner, and Lombard Odier. Philanthropically, Olga is involved as a mentor and board member with iMentor,  an organization that builds mentoring relationships that empower students from low-income communities to graduate high school, succeed in college, and achieve their ambitions ... (view full description)

Joseph Pignatelli

President and Co-Portfolio Manager
The Archstone Partnerships

Mr. Pignatelli is the President and Co-Portfolio Manager. He is also a Member of A.P. Management Company, LLC and Archstone Management Company, LLC. Additionally, he has been a Director ofArchstone Offshore Fund, Ltd., Archstone Absolute Return Strategies Fund, Ltd., Archstone Equity Strategies Fund, Ltd., and A.P. Opportunities Fund, Ltd. since their formations. He has over 30 years of investment management experience. Mr. Pignatelli directs the ongoing operations of the Investment Manager and all related investment entities, including all management and financial matters. His responsibilities also include investment policy, portfolio management, and manager selection and he is a member of  ... (view full description)

James Rubin

Founder and CEO
RubinHaney Capital Management

Mr. Rubin has been a deep value investor for more than 30 years. From 1989 to 2004, he was the Chief Investment Officer and Co-Founder of Resurgence Asset Management, one of the first deep value and distressed investment firms. At Resurgence, Mr. Rubin designed the funds’ strategy, created its research protocol, hired and trained 12 analysts, and managed its 30 person team. He raised over $2 billion in assets while managing the firm’s fund products. Mr. Rubin departed Resurgence to become the sole founder of Gradient Partners in 2005, which ceased managing third party capital in 2008 when the fund’s largest investors redeemed during the financial crisis. Prior to Resurgence, Mr. Rubin also f ... (view full description)

Ambassador Sarukhan

Sarukhan & Associates

Arturo Sarukhan is a nonresident senior fellow in the Foreign Policyand Metropolitan Policy programs at Brookings. He focuses on hemispheric issues, Mexico-U.S. relations, immigration policy, new security threats, and the role of cities in the 21st Century. He is chairman of Global Solutions/A Podesta Company, a global strategic consulting and risk assessment firm. The grandson and son of conflict refugees in Mexico, he served as a career diplomat in the Mexican Foreign Service for 20 years and received the rank of career ambassador in 2006.

Michael Secondo

Senior Vice President
US Bancorp Fund Services, LLC

Michael Secondo serves as global business development manager for the alternative investments divisions U.S. and European operations. Mr. Secondo joined U.S. Bancorp Fund Services in 2011 with more than 20 years of sales, relationship management, marketing, business development, and managerial experience in financial services. Prior to joining U.S. Bancorp Fund Services, Mr. Secondo worked for ABN AMROs Prime Fund Solutions where he was director and team leader focusing on both new and existing hedge fund client administration, custody and finance services. He also spent 17 years at Citigroup where he held various positions associated with the alternative asset industry. ... (view full description)

John Shearman


As a Portfolio Analyst at Albourne, I advise U.S. institutional investors regarding their alternative investments. My clients included foundations, endowments, pension plans and family offices. Albourne is the leading provider of independent research and advisory services for alternative investments, with over $400 billion under advisement. Before Albourne, Mr. Shearman was CEO of IV Lions, a registered investment adviser specializing in the use of liquid alternative investments. He holds the Chartered Alternative Investment Analyst designation.
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David Siemer

Managing Partner
Wavemaker Partners

David Siemer is the co-founder of Wavemaker Partners, an early-stage venture fund focused on Southern California and Southeast Asia, currently investing out of its third fund.  He concurrently founded Siemer & Associates in 2007 to fulfill his vision of a true boutique merchant bank that works with technology, software and digital media companies throughout their complete life cycle. At Siemer & Associates, David has led several complex transactions to major technology companies including Google, CBS, Adconion, Entravision, and Disney. He was previously with Montgomery & Co. where he served as a key member of the Digital Media Investment Banking Group. In this capacit ... (view full description)

Henley Smith

Senior Vice President
Vanderbilt Avenue Asset Management LLC

Henley Smith, Senior Vice President-Business Development Henley Smith currently serves as Senior Vice President with primary responsibility of business development through the introduction of individual, family office and selective institutional clients to Vanderbilt Avenue Asset Management’s portfolio solutions in short-duration fixed income investments and related market strategies.  He also offers clients a wealth of insight and experience through the conservative construction of cash management investment portfolios that enhances return, liquidity and principal safety.  Before joining Vanderbilt, Henley served as Senior Director–Investment in Oppenheimer & Co Inc.’s ... (view full description)

Arvin Soh

Portfolio Manager & Invest. Committee Member
GAM Alternative Investments

Arvin Soh is a Portfolio Manager in GAM's Global Investment Solutions team, responsible for their global macro and systematic investments. In addition, as an Investment Committee member, he is also involved in broader hedge fund strategies and portfolios. Prior to joining GAM in 2005, Arvin was a manager within the pension group at Pfizer, with primary responsibility for manager selection in international equity, global macro and currency funds. Before that, he was an assistant portfolio manager, where he managed capital with a focus on technology and media companies at a quantitatively based fundamental hedge fund. Arvin began his career at Bankers Trust/Deutsche Bank, where he was a vice p ... (view full description)

Aaron Steinberg

Pershing LLC, a BNY Mellon Company

Aaron Steinberg is a Director for Pershing, a BNY Mellon company. In his current role as a senior member of the Sales and Relationship Management group within Pershing Prime Services, Aaron establishes and maintains prime brokerage and financing relationships with hedge funds, mutual funds and other alternative managers. Recently he has been tapped as a subject matter expert on liquid alternative strategies.   Prior to joining Pershing in 2007, Aaron was a vice president for Bear Stearns Global Clearing Services, where he was a member of the Prime Brokerage Consulting group. Aaron was responsible for consulting hedge funds on all aspects of operational and business p ... (view full description)

Richard Stone

Stone Family Office

    Since earning his J.D. from Columbia Law School, Mr. Stone has amassed extensive legal expertise, dating back to his earliest experience as a law clerk for the Honorable Charles Sifton of the United States District Court for the Eastern District of New York. Rick is a former partner at one of the countries oldest law firms, Cadwalader, Wickersham & Taft. He has been Lead Counsel on several major high profile succesful consumer and securities class actions. Rick now spends a considerable portion of his time on managing his family office which he founded. Rick also dedicates a substantial portion of time to philanthropy and is involved with numerous lcoal and national ... (view full description)

Brian Stutman

Castle Hill Capital Partners

Brian Stutman graduated cum laude from the University of Massachusetts, Amherst with Bachelor of Arts in 1989. He joined Wall Street after a 10 year entrepreneurial career and selling his last company, Employee Information Services, to a private equity firm. Brian has 15+ years’ experience in trading, electronic trading and prime brokerage. Having started his career at Carlin Equities, Brian opened the West Palm Beach branch and was promoted to supervise all of Florida. Brian was the lead salesperson during his tenure at Carlin, staying with the firm for over 7 years until it was purchased by Royal Bank of Canada in 2006. At Royal Bank of Canada Brian held a key role in ... (view full description)

Patrick Stutz

Chief Investment Officer

As Chief Investment Officer for Bayshore, Patrick leads the firm’s investment process, including asset allocation, investment analysis and manager selection. He heads the firm’s investment committee and is responsible for portfolio management. Patrick has 20+ years of investment experience, most recently as a New York-based portfolio manager for Ivory Capital, an alternative investment firm. Previously, he served as a manager of alternative strategies for RMF/Man Investments. Patrick started his career at Swiss-based Vontobel Group, where he served in several roles within the investment banking and asset management divisions. Patrick graduated magna cum laude from the University of Zurich, w ... (view full description)

Amanda Tepper

Chief Executive Officer
Chestnut Advisory Group

Amanda Tepper is the Founder and CEO of Chestnut Advisory Group, a consulting firm working exclusively with asset managers, providing outsourced investor education services. Chestnut helps our clients tell their story to investors in a focused and impactful way that enables them to raise more assets more quickly, and retain them longer. All of Chestnut's Senior Advisors have deep investment backgrounds, so we can ask the right questions, understand the answers, and build what we call a 'High ROI Story 'for our clients.Before founding Chestnut Advisory Group, Amanda held several significant roles in her over 25-year career across the capital markets, most recently as Global Dir ... (view full description)

Charles Trafton

Portfolio Manager
FlowPoint Capital Partners

Leveraging two decades of fundamental equity research and money management experience, Chuck is responsible for implementing the FlowPoint investment strategy. He has responsibility for fundamental and quantitative research, trading, and strategy simulations. From 2006-2013, Chuck was a PM and analyst at The Boston Company Asset Management, a $45 billion asset manager. As Portfolio Manager in the Portfolio Engineering Group 2012-2013, Chuck managed a U.S. equity fund and from 2006-2012 he was a member of the TBC Small Cap Growth team that managed $3 billion U.S. small and mid-cap equities. He’s authored dozens of studies, tools, screens and processes in use today e.g., stop-loss, trend, fact ... (view full description)

Steve Turi

Chief Investment Officer
BPV Capital Management

Steve Turi, Chief Investment Officer: Steve brings over 25 years investment industry experience. Prior to BPV, he served as Managing Partner and CIO of both SkyView and Riverview Investments. Steve was a Director at Barclays. In1992, he began working with Harry Markowitz at Daiwa’s Global Portfolio Research Dept, and ultimately headed the Global Equity Derivatives and Portfolio Trading Dept. BSEE, New Jersey Institute of Technology; MBA, NYU Stern School of Business.

Frank Turner

Portfolio Manager
MIG Capital, LLC

Frank joined MIG Absolute Return in 2008 and oversees all fund of hedge fund investments for the investment manager. Prior to joining MIG AR, Frank was a Senior Vice President in Bank of America’s Strategic Risk Group in charge of devising trading strategies to hedge the bank’s consumer debt portfolio and a Vice President at Goldman Sachs Hedge Funds Strategies Group in Princeton, New Jersey. Frank began his career as member of the Portfolio Credit Group at Goldman Sachs & Co. Frank is a graduate of Howard University, Cum Laude and a native of Mobile, Alabama.

Casey Wamsley

Senior VP
Infinity Capital Partners

Mr. Wamsley has over 23 years of experience spanning the full spectrum of financial markets, with a focus on alterantives. Prior to joining Infinity Capital Partners, Casey was Managing Director at Collins Capital specializing in alternative investments with advisor firms, family offices and institutions. Collins Capital was aquired by Infinity Captial. Prior to Collins, Casey was the founder and CIO of Phoenician Capital, LLC. He has held leading roles at prominent investment consulting and advisory firms. Casey graduated from Southern Methodist University with a BBA in Finance.

James White

Senior Vice President, Convertible Securities
Palisade Capital Management, LLC

James White joined Palisade Capital in July 2015 as Senior Vice President, Convertible Securities. In this role, Mr. White has responsibility for researching and monitoring recommended positions within the convertible arbitrage strategy, recommending option strategies to enhance returns and reduce risk, developing new strategies, and assisting in marketing all convertible investment products. Prior to joining Palisade, Mr. White was a Portfolio Manager at Tugar Capital Management, L.P. For the fourteen years prior to joining Tugar, Mr. White was a Principal and co-manager of Excelsior Capital Management, LLC, a relative value/volatility and fixed income hedge fund. Prior to join ... (view full description)

Peter Willett

Principal, Investment Consulting

Peter is a principal in the Investment Consulting practice at Mercer where he specializes in researching Hedge Funds and Multi-asset strategies. He joined the firm in 2008 and is based in Boston.Peter previously built and ran a firm that designed and marketed multi-strategy currency programs for asset managers. Earlier, he spent sixteen years at State Street Global Advisors and PanAgora Asset Management in Boston, primarily as a currency portfolio manager. He has also held international equity research and sales positions in New York and Tokyo. Peter holds a BA from Vassar College, an MS in International Economics from Suffolk University, and an MBA from Columbia University. ... (view full description)

Ash Williams

Executive Director & CIO
The Florida State Board of Administration

Ash Williams, Executive Director & CIO of the Florida State Board of Administration, is responsible for managing approximately $180 billion in assets including those of the Florida Retirement System, the fifth largest public pension fund in the United States. Prior to joining the SBA, Ash was a Managing Director at Fir Tree Partners and President and CEO of Schroder Capital Management, both headquartered in New York City. He has extensive experience with both the SBA and Florida government, serving as Executive Director of the SBA from 1991 to 1996 and in senior management in Florida’s executive and legislative branches.  He chairs the boards of the Economic Club of Flo ... (view full description)
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Event Contacts for 22nd Annual Alpha Hedge East


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Information Management Network - Privacy Notice

Introduction - Who we are

Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.

We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.

When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).

We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).

What Personal Data We Collect & Why

Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.

  • Registration, Free Trials & Subscriptions

    When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.

    If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.

  • Events & Conferences

    If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.

    This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.

    We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.

  • Advertising & Marketing

    We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.

    Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.

    You can opt out from receiving such materials at any time.

    The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).

    Marketing materials are sent electronically, by post and we may occasionally call you.

  • Online Targeted Advertising

    We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.

    We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.

  • Lead Generation and Scoring

    We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.

    We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.

  • Surveys, Market Research & Customer Feedback

    We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.

  • Public forums, message boards and blogs

    Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.

  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom


    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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