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Spring Fund Services Conference
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Managers: Prime Brokerage and Execution Outsourcing

Room:   2 Time:      11:00am   

Moderator

Irwin Speizer

HedgeWorld
Irwin Speizer is conference manager for the HedgeWorld suite of conferences, responsible for creating the agenda and selecting speakers and panelists. Mr. Speizer is a professional journalist with experience covering hedge funds and the financial sector, including a stint as a staff writer at Absolute Return magazine.

Mr. Speizer has written for Alpha magazine, Institutional Investor, Fast Company, Business.com, On Wall Street, Crain’s Chicago Business, Workforce Management, the Los Angeles Times and the Raleigh, N.C. News and Observer. In addition to covering hedge funds and Wall Street, Mr. Speizer has written about the banking industry, energy, retail, real estate (both residential and commercial) and human resources.

Mr. Speizer holds a bachelor of journalism degree from the University of Texas at Austin.

Panelists

Neil Sherman

JP Morgan Chase
Neil Sherman is a Managing Director at J.P. Morgan in the Prime Brokerage / Equity Finance area and is responsible for managing the global sales organization. This role involves the management of the firm’s client-facing activities in equity prime brokerage, equity finance, fixed income prime brokerage, futures and options, and correspondent clearing. Prior to this role, he served as Managing Director in the Financial Institutions and Governments group of J.P. Morgan's Investment Banking coverage business, where he specialized in covering hedge funds and other alternative asset management companies. Mr. Sherman joined J.P. Morgan in 2006 after 23 years with Lehman Brothers. While at Lehman Brothers, Mr. Sherman held positions as Global Head of Prime Brokerage Sales and Marketing, Managing Director in Equity Capital Markets (with responsibility for Financial Services and Health Care), Managing Director in Debt Capital Markets (with responsibility for Hybrid Capital and Preferred Securities), and Associate General Counsel (with a specialization in commodities, derivatives, securities lending and equities and fixed income trading). Mr. Sherman holds a BA from Johns Hopkins University and a JD from Emory University. He is married and lives in New Jersey with his wife and two children.

Ron Suber

Merlin Securities, LLC
Ron Suber has more than 20 years of experience in sales, marketing, public relations, branding, strategy and business development across the alternative investment business. Prior to joining Merlin, Mr. Suber was President of a leading Fund Administrator. He worked at Bear Stearns from 1992 to 2006 where he was a Senior Managing Director and the Manager of Global Clearing Sales for the Prime Brokerage, Broker Dealer Clearing & Registered Investment Adviser businesses. He holds a B.A. in Economics from the University of California at Berkeley. Mr. Suber now serves on the Hedge Funds Care and HazelTree Board of Directors. Mr. Suber recently co-published 2 white papers about “The Spectrum of Institutional Investors” and The Business of Running a Hedge Fund”.

Tom Whelan

Instinet, LLC
Tom Whelan is head of Instinet’s Institutional Sales group in the United States. In this capacity he is responsible for the sales of the firm's full suite of electronic trading products in the U.S., including its EMS platforms, dark pools, algorithms and TCA offering. Prior to this role, Mr. Whelan has held numerous sales, trading and product management positions at Instinet during his 15 year tenure, including co-head of the firm’s Global Portfolio Trading (GPT) desk in the U.S. Mr. Whelan holds a B.S. from Michigan State University.






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