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Investors: Selling Out in the Secondary Market

Room:   2 Time:      1:30pm   

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

Jeff Bollerman

SecondMarket
Jeff Bollerman heads the Limited Partnership market at SecondMarket. Mr. Bollerman joined SecondMarket from Citigroup Global Wealth Management (the division that houses Smith Barney and the Citi Private Bank) where he headed private equity product development. Prior to joining Citigroup, Jeff was a fund formation lawyer at Ropes & Gray LLP. Previously, Jeff held an appointment in the Outstanding Scholars Program of the United States Department of Justice, Antitrust Division. Mr. Bollerman has served on private equity advisory boards and currently serves on the committee which advises Furman University on its $500M+ endowment. Jeff graduated from Furman (cum laud) and earned a J.D. from the University of Virginia, where he also earned an M.A. in History. He holds the Series 7, 24 and 63 securities licenses and is a member of the New York bar.

Charles McDonald

Towers Watson
Charles McDonald joined the Chicago office of Towers Watson, the international consulting and professional services company, in February 2010 and serves as a senior investment consultant and as part of the hedge fund research team. Previously, Chuck worked at Mercer Investment Consulting for four years with a broad client group of public and corporate pension plans. He was the global leader for a new hedge fund initiative to help clients implement hedge fund strategies via an investible model portfolio on a transparent hedge fund platform. Previously, Chuck was a senior partner and sell-side equity research analyst at William Blair & Co., where he worked for 16 years researching and publishing on a broad variety of industries and heading up a group of senior analysts. Before that, he spent several years working for a Fortune 500 conglomerate in various roles, including corporate development (merger/divestiture analysis) and investor relations. He started his career with Accenture (previously Andersen Consulting) in its financial services practice. Chuck earned a B.A. degree from Ohio State University, with Honors and Distinction, Phi Beta Kappa, and Outstanding Senior in Economics award. He has an MBA in Finance and Accounting from Cornell University. He earned the Chartered Financial Analyst (CFA©) designation in 1992 and is a member of the CFA Society of Chicago, and the CFA Institute.

Tom Prunty

CogentMarkets
Tom Prunty is senior managing director of CogentMarkets, a web-based platform created to facilitate secondary trading of hedge funds and private equity, venture capital and real estate funds. He joined Cogent Alternative Strategies Inc. in 2009 to spearhead the development of CogentMarkets. He was previously Global Head of Fund Derivative Sales for BNP Paribas and prior to that held positions running a client service team and an operations group for fund derivatives at BNP, positions he held from 2003 to 2008. He was formerly Head of Operations for Zurich Capital Markets (2000 – 2003); Senior Vice President and founding member in 1990 of Olympia Capital Associates L.P. responsible for Shareholder Services and Operations (1990 – 2000). Prunty joined Drexel Burnham Lambert in 1986 and was part of the Product Development and Marketing Department. He holds a bachelors degree in economics from Creighton University.

John Roglieri

HedgeBay
John Roglieri is the Co-Head of U.S. Secondary Market Hedge Fund Transactions at HedgeBay. John is responsible for working with investors to identify investment opportunities and to find liquidity for hedge fund positions. He works closely with university endowments, banks, insurance companies, hedge funds and major hedge fund general partners. Prior to HedgeBay, John established and managed a $120M fund of hedge funds and his 15 yeas of finance and capital markets experience includes work at ICP Capital, AIG, Fitch Ratings and Price Waterhouse. John graduated from The University of Wisconsin - Madison with a BS in Economics and earned his MBA at Boston University.






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