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Spring Fund Services Conference
Speaker Bios
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Speaker Biographies

Luis Aguilar | Howard Altman | R. Kelsey Biggers | John Cunningham | Bob Guilbert | Richard Horwitz | Jerry Levine | Marita K. Wein | Rachel S.L. Minard | Oleg Movchan | Virginia Reynolds Parker | Andrew Saunders | Heather Slavkin | Kenneth Springer | Ron Suber |

Luis Aguilar
Luis A. Aguilar was appointed to the U.S. Securities and Exchange Commission by President George W. Bush and was sworn in as a Commissioner on July 31, 2008. Prior to his appointment as an SEC Commissioner, Mr. Aguilar was a partner with the international law firm of McKenna Long & Aldridge, LLP, specializing in federal and state securities law and regulations. Commissioner Aguilar previously served as the general counsel, executive vice president, and corporate secretary of INVESCO, with responsibility for all legal and compliance matters regarding INVESCO Institutional. He also was INVESCO's managing director for Latin America in the late 1990's. His career also includes tenure as a partner at several prominent national law firms and as an attorney at the U.S. Securities and Exchange Commission. Commissioner Aguilar was named by Hispanic Business Magazine in 2006 as one of the "100 Influential" Hispanics in the United States. He is a graduate of the University of Georgia School of Law, and also received a master of laws degree in taxation from Emory University. He has successfully completed Series 7, 24, 63, and 65 examinations in connection with serving as president and a director of a registered broker-dealer.
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Howard Altman
Howard Altman, CPA, is a co-managing principal and the principal-in-charge of financial services at Rothstein Kass.. He is a member of the New York State Society of Certified Public Accountants (NYSSCPA), the New Jersey Society of Certified Public Accountants (NJSCPA), the American Institute of Certified Public Accountants (AICPA), and the Securities Industry Association Financial Management Services Division. He also served as a member of the AICPA Investment Company Committee, where he chaired the Investment Partnership Subcommittee and was a member of the NYSSCPA Stockbrokerage Accounting Committee. He is the editor of the Wall Street Argus, the financial services publication of Rothstein Kass, for which he has written numerous articles pertaining to investment partnerships and broker-dealers.
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R. Kelsey Biggers
R. Kelsey Biggers is Managing Director of Risk Management for K2 Advisors, a fund of hedge funds headquartered in Stamford, Conn., with $6.2 billion under management. He joined the firm in 2002 and is responsible for risk management and sits on the management committee. Previously, he served as CEO and President of Measurisk, a web-based service company that he founded in 1998 to provide provides risk analysis to institutional investors. Before that, Mr. Biggers served as executive vice president for sales and marketing for Wall Street-based information technology company, Plural, a firm he joined in 1996. Mr. Biggers worked for Bankers Trust; in 1993 as a managing director, he developed the Bank.s RAROC 2020 risk measurement service that commercialized mark-to-market, Value at Risk and stress testing methodologies. He graduated with an MBA from Columbia University Business School in 1980.
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John Cunningham
John Cunningham, CPA, is President and Chief Financial Officer of WR Capital Management. He has over 15 years of experience in the securities industry. From 2000 to 2003, Mr. Cunningham served as Senior Vice President and the Financial and Operations Principal of Knight Securities, L.P. and Knight Capital Markets. From 1996 to 2000, Mr. Cunningham was an officer at Greenwich Capital Markets and was responsible for issuer risk and counterparty risk management on fixed income, asset backed, derivative, and foreign currency products. From 1993 to 1996, Mr. Cunningham practiced at the accounting firm of Deloitte & Touche LLP where he earned his CPA while specializing in the capital markets group. Mr. Cunningham earned his MBA from Cornell University and his B.S. from the State University of New York at Albany.
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Bob Guilbert
Managing Director of Marketing & Products With more than 20 years of IT experience, Bob Guilbert is responsible for leading all of Eze Castle Integration’s marketing, partnership, and product development functions. The scope of his efforts ranges from maximizing the value of the company’s brand, establishing core strategic partnerships, and developing new revenue streams for the company. Prior to joining Eze Castle, Bob was vice president of business development at Virtual Iron Software – a venture-backed start-up offering enterprise –class data center virtualization software. At Virtual Iron, Bob developed and oversaw all facets of business development and channel management. Bob has also held senior marketing and business development positions at Double-Take Software (formerly NSI), EMC Corporation, and Digital Equipment Corporation. Bob is fluent in German and graduated from Northeastern University in Boston with a Bachelor of Science degree in computer science.
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Richard Horwitz
Richard Horwitz is President of Risk Fundamentals LLC and a principal with Capital Markets Risk Advisors. He is the creator and architect of the Risk Fundamentals System. Mr. Horwitz was previously Managing Director of Risk Management and Due Diligence for Merrill Lynch's Hedge Fund Development and Management Group, where he implemented the Risk Fundamentals System. Before that, he was Senior Vice President and Director of Risk Management and Investment Analytics at Kenmar, a $3 billion fund of funds. He has worked as a buy-side Senior Equity Analyst at Sanford C. Bernstein and a consultant in financial services at Booz Allen and Hamilton. He earned a M.S. in Management (Sloan School) and a B.S. in Electrical Engineering from the Massachusetts Institute of Technology. Mr. Horwitz authored Hedge Fund Risk Fundamentals, Solving the Risk Management and Transparency Challenge, a book published by Bloomberg Press.
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Jerry Levine
Jerry Levine is vice president and Head of Information Technology at AQR Capital Management, LLC, a hedge fund based in Greenwich, Conn. Prior to joining AQR in 2003, Jerry worked at Soros Fund Management for 10 years as the Information Technology Manager. As the first IT employee at Soros, he helped build the IT staff and implement technology infrastructure and software solutions in New York, as well as London and Tokyo. He was previously a software developer and systems engineer for commodities trading firms such as Phibro Energy Corp. and Louis-Dreyfus Energy Corp. He graduated Magna Cum Laude with a Bachelor of Science degree in Computer Information Systems from Mercy College. He currently is on the Board of Advisors of Cresting Wave, LLC and serves as an industry expert and panelist in the Persuasive Communications course at NYU Stern School of Business.
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Marita K. Wein
Marita K. Wein is a partner responsible for risk management at Alternative Investment Group, an independent investment management firm headquartered in Southport, Conn. that she joined in 2003. Prior to that, she served as Senior Vice President of Operations, Technology and Risk Management at Commonfund, a $35-billion investment management organization serving endowments, foundations and other non-profit institutions. She was with Commonfund for 17 years. Prior to that, she was a senior financial analyst with Van Eck Associates starting in 1987, where she provided financial analysis and portfolio recommendations for a global equity fund. From 1983 to 1985, she was operations manager with Shearson Lehman Brothers. She graduated from Connecticut College with a B.A. in economics, summa cum laude.
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Rachel S.L. Minard
Rachel S.L. Minard, President and Partner, Cogo Wolf Asset Management, LLC, a 13-year-old hedge fund of funds firm based in San Francisco. She has spent the past 7 years building hedge funds of funds firms including her roles as Partner and Director of Global Marketing for Corbin Capital Partners and Director of Marketing at Cadogan Management. Before Cadogan, Rachel was Vice President and Consultant Advisor for J.P. Morgan Fleming Asset Management and served as Director of Business Development for Dakin Partners. Earlier, Ms. Minard served as Assistant to the Director of Marketing and Client Service for Pareto Partners. Named "Rising Star" by AIMSE, "Non-Profit Marketer of the Year" (FEMM), Honored Member, Cambridge's Who's Who Among Executives (2005-2008), Cambridge's Professional of the Year (2007-2008) and a frequent speaker at industry conferences, Ms. Minard started her marketing career in 1991 after her marketing company was hired to build the Ronald Reagan Presidential Library. Ms. Minard holds a B.A. degree in Journalism with honors from Northeastern University and is a graduate of the AIMSE/Wharton Institute. Ms. Minard serves on the Board of Directors of the Association of Investment Management Sales Executives (AIMSE), the Advisory Board of the Professional Association of Investment Communication Resources (PAICR), and the Executive Board of the Association of Women in Alternative Investing (AWAI) for which she is also a Founding Member.
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Oleg Movchan
Oleg Movchan, CFA is a Chief Risk Officer at Alexandra Investment Manage- ment LLC, a 15 year-old multi-strategy hedge fund manager. He is responsible for integrating risk management into the investment decision-making process via risk-based capital allocation, design and monitoring of risk guidelines and portfolio hedging. He also oversees development and implementation of the enterprise-wide risk measurement and management platform. Mr. Movchan joined Alexandra from Ritchie Capital Management LLC, a multi-strategy hedge fund manager, where he played a similar role. Prior to Ritchie Capital, he served as Head of Risk Management (Americas) at UBS Global Asset Management. He also worked as a Structuring Analyst at an investment banking unit of a large reinsurance broker involved in insurance securitization. Oleg holds an M.S. degree in Financial Mathematics and an MBA in Analytic Finance, both from the University of Chicago, as well as an M.S. degree in Ap- plied Mathematics and Physics from Kharkov State University, Ukraine. He is a CFA charter holder and a member of the Professional Risk Managers International Association.
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Virginia Reynolds Parker
Virginia Reynolds Parker is the Managing Member, Founder and CIO of Parker Global Strategies, a firm specializing in custom designing and managing funds of hedge funds for institutional clients across the globe. She has expertise in both traditional and alternative investment strategies, and is well known for developing industry-recognized performance benchmarks for foreign exchange and fixed income trading. Her research is widely published. From 1988 until 1995, Ms. Parker was managing director and director of research and risk management at Ferrell Capital Management. Previously, she was the chief investment officer for a family office. Ms. Parker graduated with an A.B. in Economics and Political Science from Duke University in 1980. She is a 2003 graduate of the OPM program at Harvard Business School. She is a Chartered Financial Analyst, a member of The New York Society of Security Analysts, The Stamford Society of Security Analysts, The International Association of Financial Engineers, a founding member and angel of 100 Women in Hedge Funds, and serves on the national Board of the Speed Museum.
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Andrew Saunders
Andrew Saunders is a Managing Director of Hedge Connection and manages the company.s New York office. His leadership responsibilities include business development, client relations, investor liaison, media relations and strategic partnerships. A graduate of Haverford College in 1993 with a B.A. in economics, he holds the Chartered Alternative Investment Analyst designation (CAIA) and is a member of the International Association of Financial Engineers (IAFE). Hedge Connection, launched in 2005, is the first and only internet-based platform that offers hedge funds direct access to a membership of "opt-in" qualified active hedge fund allocators. He was previously an investor relations specialist at Taylor Rafferty, a boutique cross-border investor relations firm representing 70 international clients.
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Heather Slavkin
Heather Slavkin is the Senior Legal and Policy Advisor for the AFL-CIO Office of Investment. Ms. Slavkin.s work focuses on legal, regulatory, tax and corporate governance issues that impact union- and other worker-based pension, health and savings funds. She has also been active in the AFL-CIO.s efforts to improve transparency and accountability of private equity and hedge funds. Ms. Slavkin works with legislators, political organizations, pension funds and union affiliates to build support for policies that improve investor protections, regulatory oversight and tax fairness. Prior to joining the AFL-CIO, Ms. Slavkin was Assistant Counsel at BISYS Fund Services where she provided legal services related to establishing and maintaining mutual funds, money market funds and registered hedge funds of funds. Ms. Slavkin received her J.D. from Boston University School of Law and a B.S. in journalism from the University of Florida.
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Kenneth Springer
Kenneth Springer, a Certified Fraud Examiner, is President and founder of Corporate Resolutions Inc. A former special agent of the Federal Bureau of Investigation, Mr. Springer has conducted business-related investigations and intelligence gathering for over thirty years. Prior to founding Corporate Resolutions in 1991, he was President of Bishops Services, Inc., an investigative firm in New York City. A graduate of Siena College with a B.S. in finance, Mr. Springer is an active member of the Society of Former Special Agents of the Federal Bureau of Investigation, The Association of Certified Fraud Examiners, the Securities Industry and Financial Markets Association (SIFMA) .Legal & Compliance Division, the Association for Corporate Growth (ACG), the Association for Independent Private Sector Inspectors General (IPSIG), Turnaround Management Association (TMA), the American Society for Industrial Security (ASIS), the Managed Funds Association (MFA), Commercial Finance Association and the European Venture Capital Association.
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Ron Suber
Ron Suber is Senior Partner and Head of Global Sales and Marketing at Merlin Securities. He has more than 20 years of experience in sales, marketing and business development across the hedge fund, broker dealer and registered investment advisor industries. Prior to joining Merlin Securities, he was President of Spectrum Global Fund Administration. 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, Correspondent Clearing & Registered Investment Advisor businesses. Mr. Suber began his career in 1982 at Pershing LLC. He holds a B.A. in economics from the University of California at Berkeley. Mr. Suber is a founding member of the West Coast executive committee of Hedge Funds Care and now serves on the National Board of Directors.
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