Single Family Office Bios

Keynote Speaker

John Andrew Levin, serves as the Chief Executive Officer, Portfolio Manager, and Chairman at Levin Capital Strategies, L.P. Mr. Levin served as the Chief Executive Officer and Chairman at Levin Management Co., Inc. and John A. Levin & Co., Inc., from June 1996 to September 28, 2005. He served as the Chief Executive Officer and President from 1996 to September 28, 2005 at BKF Asset Management, Inc. and served as its Chairman from February 2000 to September 28, 2005. Mr. Levin was a Partner at Steinhardt Partners, serves as Chairman Emeritus of BKF Capital Group Inc. and served as its Director from 1996 to September 28, 2005. Mr. Levin serves as the Member of Board of Advisors at The Yale School of Management.


Andrew Eberhart is the Chief Investment Officer for the Heinz Family Office where he oversees the investment of the firm?s trusts and charitable entities. Prior to joining the Heinz Family Office, Andrew worked for several Wall Street firms including: Lazard Wealth Management (Chief of Investment Research); Marshall Fund (Managing Partner); Citigroup Private Bank (Managing Director); US Trust Company (Managing Director); and Cambridge Associates (Director of Cambridge Capital Advisors). He has been an active investor in emerging and frontier markets, including Iraq where the Marshall Fund focused its investment efforts. Andy holds an MBA from the Wharton School of the University of Pennsylvania and an undergraduate degree from Cornell University. He served over twenty years on active and reserve duty as a U.S. naval aviator and retired with the rank of Captain.

Anthony E. Meyer, is a New York City-based entrepreneur, private investor and philanthropist.  He is the President of Ocean Road Advisors, Inc., a privately-held ?family office? investment management company he founded in 2005 that manages a diversified investment portfolio of public and private securities, hedge funds, real estate and venture capital on behalf of several New York families.  He also serves as the Chairman of privately-held Meyer and Co., LLC, a merchant banking firm founded in 2002 and based in New York City with offices in Providence, Rhode Island and Salt Lake City, Utah. As an entrepreneur, in 2007, Meyer founded Graduation Alliance formerly known as The American Academy), an education services company that?s in partnership with educators, economic development agencies and community leaders across the nation, Graduation Alliance provides versatile pathways to  high school graduation, fosters college and career exploration, and connects job creators to skilled and ready workers. Previously, in 2004, Meyer founded Extend Health, Inc., a leading provider of health benefits management services and technologies, to enable American corporations, public sector entities and other groups to implement defined contribution healthcare solutions for their active and retired employees.  Extend Health today operates the largest private Medicare exchange in the United States, creating cost savings for its employer clients and providing its individual customers with improved choice and control over health benefits.  In 2011, Extend Health partnered with Microsoft to build the state health insurance exchanges required under the Patient Protection and Affordable Care Act of 2010.  In January, 2012, Extend Health filed with the SEC for its initial public offering; however, in May, 2012, the Company was instead sold to Towers Watson, a leading global professional services company Meyer graduated from Harvard College in 1982 as a John Harvard Scholar, with a magna cum laude degree in Economics, and received his MBA from Harvard Business School with distinction in 1984.

Richard Slocum serves as the Chief Investment Officer of The Johnson Company (“TJC”), a large single family office based in New York City.  Richard joined TJC in September of 2011, and developed an asset allocation plan for the family and a charity that they direct. He has since built out a team and has actively diversified the portfolio across all major asset classes. Prior to TJC, Richard worked at The Robert Wood Johnson Foundation, one of America”s largest Foundations, and the largest Foundation devoted strictly to health and healthcare. Richard joined the Foundation in August 2005 as the director of private investments. In this role, he managed a portfolio of over $2 billion in commitments, with investments in private equity, venture capital, growth equity, distressed investing, opportunistic credit and real assets. Richard was responsible for building its Asian private equity and real assets portfolio. In 2009, Richard became Director of Portfolio Management. In this role, Richard”s responsibilities included asset allocation, risk management, and portfolio solutions for the entire RWJF portfolio, working closely with the CIO. Richard chaired an Internal Investment Committee, which discussed both specific managers and general issues as they related to the Portfolio. Previously, he had worked at the University of Pennsylvania for 2 ½ years as senior director of investments, where he helped monitor all asset classes for the University”s endowment. Prior to that, Richard worked for over 20 years at three different banks in New York City, primarily as a private placement specialist, which afforded him broad exposure to corporate finance, project finance, credit and derivatives, as well as some principal activity in private equity. Richard began his career as a credit analyst. Richard received an M.B.A. in finance and a B.S. in Economics from the University of Pennsylvania”s Wharton School.

Clark Cheng, CFA, FRM,  joined Merrimac at the end of 2014 and is the Chief Investment Officer. Merrimac is a single family office. Prior to Merrimac, he was responsible for managing the hedge fund due diligence process in the Americas for HSBC?s Alternative Investment Group which had $39B in hedge fund investments across both discretionary and advisory mandates. Before joining HSBC, Clark performed hedge fund research at Guggenheim Partners and Morgan Stanley between 2002 and 2005. Prior to joining Morgan Stanley, he worked at Credit Suisse First Boston?s equity research department in 2001. Prior to that, he spent six years building and establishing West Coast Economics. Clark holds the Chartered Financial Analyst, Financial Risk Manager and Chartered Alternative Investment Analyst designations. He holds a Masters Degree in Business Administration from Duke University and a Bachelors of Arts Degree in Business/Economics and Psychology from UCLA.


Michael Oliver Weinberg, CFA, for more than two decades has invested directly at the security level and indirectly as an asset allocator in traditional and alternative asset classes. He is Chief Investment Strategist at Protege Partners, where he is a Senior Managing Director, and on the investment, risk and management committees. Michael is also an adjunct Associate Professor of Economics and Finance at Columbia Business School, where he teaches Institutional Investing: Alternatives in Pension Plans, an advanced MBA course that he created. He spent nine years at FRM, a multi-strategy fund of fund where he headed the equity business and was on the investment, asset allocation and management committees. Prior to that, Michael was a portfolio manager at Soros, the macro fund and family office, and at Credit Suisse First Boston. Before that he was a Real Estate analyst at Dean Witter. Michael is a member of The Economic Club of New York, CFA Institute, CFA Society New York, The Credit Suisse Alumni Network and the Yale, Princeton and NYU Family Office Councils. He is an advisory board member for the NYU Stern Investment Management and Research Society, a volunteer at the Columbia Business School Hermes Society and a mentor and events committee member for YJP, a not for profit young professional organization. Michael is a member of AIMA”s Research and Communications Committees and participant in Peter Peterson”s Fiscal Summit. Michael is a published author, having written articles for The New York Times, Institutional Investor and CAIA. He has been interviewed by the Wall Street Journal, Financial Times, CNBC, Bloomberg and Reuters. Michael is a frequent panelist, moderator and lecturer for investment banks, institutional and family office organizations and business schools including Institutional Investor, Pensions & Investments, Harvard and The London School of Economics. He has a BS from New York University, an MBA from Columbia Business School and is a CFA.


Sovereign Wealth & National Pensions Funds Bios

Deepika Sharma, CFA, is a Portfolio Manager/Analyst at Astor Investment Management, a $2bn asset management firm, where she co-manages the multi-asset portfolios and sector rotation fund and  sits on the Investment Committee. She joined Astor in 2012 and overhauled the sector rotation fund,  which is now rated five star and ranks in the top percentile in its category on Morningstar. Prior to that, she has worked at Roubini Global Economics in macro strategy and at Nomura (previously Lehman Brothers) as an Analyst on the EMEA Fixed Income desk. Deepika completed her Masters in International Finance at the School of International and Public Affairs at Columbia University and holds FINRA licenses 3 and 65.

Thomas Brigandi is 
an associate analyst in the Global Project and Infrastructure Finance Group at Moody”s, where he covers public power, power generation projects, toll-roads, airports, ports, project finance and public-private partnerships, across the Americas. Brigandi also serves on Moody”s public pension task force. In the past, Brigandi worked at the US$150 BN NYC Pension Fund, where he focused on the energy and natural resources sectors and reported directly to the chief investment officer. Brigandi, the CFA Society New York (CFANY) 2015 Volunteer of the Year and 2013 Young Investment Professional Award recipient, has organized over 25 CFANY conferences that were attended by over 4,000 investment professionals. Additionally, while serving as the Vice President and Director of Global Volunteers of the American Foundation for African Children”s Education, Brigandi was the lead organizer of the NASDAQ Closing Bell Ceremony on Sept 23, 2011, hosted for the President of Sierra Leone, Dr. Ernest Koroma. Brigandi has cultivated personal relationships with thousands of asset owner, buy-side & sell-side investment professionals globally and maintains over 6,500 connections on LinkedIn.

Roberto Peralta, CFA, has been with Société Générale New York since 2001, most recently as Head of Institutional Client Relations for the Americas. Prior positions at SG include experience as a  Structured Solutions salesperson for Latin America and as a senior credit analyst for banks and brokers located in Latin America and the US. Peralta earned a double Bachelor degree in Business  from Comillas Pontifical University/ICADE in Madrid, Spain and from the Ecole supérieure de Commerce de Reims in Reims, France. Peralta was awarded his CFA charter in 2007 and holds FINRA Series 3, 7, 24, and 63 licenses.

Patrick Holert, CFA, CAIA, is vice president and research principal for BBVA Securities, where he oversees research compliance in the US, and research operations in the US, Latin America, and Europe. In the past, Holert lived in Asia for many years and has served as an equities analyst for Nomura Securities in Thailand and Korea, an investment manager for a frontier private equity fund covering the Mekong region, and a consultant on projects in the Middle East, India, and across Southeast Asia. He specialized in finance at the University of Chicago Booth School of Business and has a BA in economics and mathematics from Claremont McKenna College. Holert is serving as Chairman Emeritus of the Global Investing Committee at CFANY, and is on the Board of Directors at CFANY.

Danye Wang is a Vice President and Relationship Manager with Institutional Client Business at BlackRock. She covers the firm”s senior relationships with sovereign wealth funds, central banks, national pensions and supranationals across BlackRock”s product spectrum; she also develops and maintains relationships with official institutions” representative offices in the US. Since 2013, Danye has led the development and execution of BlackRock Educational Academy, a multi-module “best-in-class” training program targeting top institutional investors across Asia Pacific, EMEA, Latin America and US/Canada. From 2009 – 2011, Danye also served on short-term assignments in Hong Kong, Singapore and Japan. Danye earned a BA degree in economics from Yale University. Danye currently serves on the Committee of Asian Association of Alternative Investment Professionals, and the Committee of Women Initiative Network at BlackRock. Danye regularly speaks at conferences and programs hosted by Asian Financial Society, China Youth Development Program, as well as universities including Yale, Cornell and Columbia.

Alan Fields has over 20 years experience as an institutional sales professional in the United States, introducing investment solutions to U.S institutional clients across a wide range of alternative products. Prior to joining The Abraaj Group he spent 13 years as Managing Director with PineBridge Investments (and its predecessor entity AIG Investments) covering pension  plans, endowments & foundations, insurance companies, and family offices.  He helped to raise funds in Sub Saharan Africa, Central & Eastern Europe, pan Asia, and Latin America. Prior to AIG/Pinebridge Alan was Managing Director in institutional fixed income sales with Bear Stearns & Co, where he spent 10 years and before that he was with the auditing team of KPMG for three years. Alan received his MBA in Finance from The Wharton School, University of Pennsylvania and a BA in Accounting from Pace University. He holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. He is also a Certified Public Accountant (CPA).   Alan is married with three children and resides in New Jersey, USA.

Evelyn Yeow is a lead investment analyst covering China at John Hsu Capital Group, where she works directly with the Chief Investment Officer on China equity investing for the firm?s Dedicated China, Global, and International strategies.  Prior to her current position, she was a junior analyst with the firm where she was responsible for research, fund accounting, performance measurement and evaluation, and portfolio analytics.  She serves as the outreach coordinator of the Global Investing Committee at CFANY.  She graduated with a Bachelor of Arts degree in Mathematics from Baruch College, City University of New York.  She completed all three levels of the CFA Program in June 2015.

Amelie Derosne, CFA, fixed income & currency emerging market sales person at Societe Generale, holds a BS and a Master in finance from the Institut Superieur du Commerce de Paris, as well as an MBA from Louisiana Tech University. She became a CFA charter holder and CFANY member in 2011.  She joined Societe Generale in 2007, working first within the equity derivatives proprietary trading group and holding various functions including trading analyst and programmer for several algorithmic trading desks.  In early 2013, she joined the fixed income & currency emerging market desk as a sales person covering Latam, CEEMEA and Asia. Shortly after, she joined the Global Investing Committee at CFANY and became involved in EM related events.

Daniel Fridson is an associate analyst, covering High Yield issuers for Moody”s Corporate Finance  Group, across a variety of sectors, including Food and Beverage, Consumer Durables and Manufacturing. He previously worked in research for Empire Valuation Consultants, Real Assets Research and Fridsonvision LLC, as well as serving as an emerging markets equity analyst for Cooper Financial Research. Prior to that, he researched short-term fixed income investments at the Comptroller”s Office of the City of New York, reporting to the assistant comptroller for asset management. Fridson was also an analytical advisor on a Transportation Research Bureau report in 2012 and a research assistant at the School of International and Public Affairs at Columbia University, from which he holds a BA. He has previously written for Seeking Alpha and, and has been featured on Reuters Global Markets Forum and Arise TV.

Robert Discolo, CFA, CAIA, CPA, is Executive Vice President, Investments, at Permal Group, a role that encompasses the asset management team and investment processes, working alongside the Chief Investment Officers, as well as proprietary research capabilities. He is also a member of the Group?s Global Investment Committee. Mr. Discolo joined in 2015, having previously spent 14 years working at PineBridge, where he was Managing Director and Head of Hedge Fund Solutions Group, ultimately responsible for managing proprietary and client assets in hedge funds and other alternative asset classes. Prior to joining PineBridge, Mr. Discolo spent seven years at Bank Julius Baer where he was head of the Public/Private Funds Group, and before that was at Merrill Lynch in Partnership Financing, having started at Drexel Burnham Lambert in their Fund Services Group. He has authored and co-authored several papers on alternative investing and is a frequent speaker at alternative investment conferences. Mr. Discolo is a CFA Charterholder and holds an M.B.A. from Pace University, Lubin School of Business, New York, and a B.S. from St John?s University, Jamaica, New York.

Chris Cutler, CFA, is founder of Manager Analysis Services, a hedge fund consultant for institutions, funds-of-funds and high-net-worth individuals.  Since launching in 2003, MAS has reviewed more than 1,500 hedge fund managers representing every strategy in the asset class.  In addition to hedge funds, Cutler has analyzed traditional equity, fixed income and private equity managers as well as individual private equity and venture capital investments. Prior to founding MAS, he worked for Deutsche Bank from 1994 to 2003, cofounding a specialized fixed income derivatives product, marketing over-the-counter interest rate derivatives and developing structured financial products.  From 1988 to 1994, he worked as an emerging markets economist and bank regulator for the Federal Reserve Bank of New York. Cutler earned his MBA in finance from the New York University Stern School of Business and BA in economics from the University of Chicago, where he was a member of Beta Gamma Sigma.  As chair of the New York Society of Securities Analysts? Alternative Investment Committee from 2005 to 2007, he created the Alternative Analysts? Forums.

Jae Yoon, Chief Investment Officer of New York Life Investment Management, joined NYLIM as a managing director in 2005. He most recently served as the CIO of the Strategic Asset Allocation and Solutions group. Previously, he was responsible for risk management efforts at boutique affiliate MacKay Shields. Prior to joining NYLIM, Mr. Yoon was head of Quantitative Research, Analytics, and Risk Management at Western Asset Management. Previous roles include serving as head of Risk and Performance for the EMEA-Pacific regions of Merrill Lynch Investment Managers and regional head of Risk Management Control for Fixed Income and Equity Derivative Trading at J.P. Morgan Securities in Asia. Mr. Yoon earned his master?s degree in Operations Research and bachelor?s degree in Electrical Engineering from Cornell University. Mr. Yoon is a CFA charterholder and holds FINRA Series 3 and 7 registrations.

Rongbiao Fu, CFA, is a Senior Investment Analyst at Horizon BlueCross BlueShield of New Jersey, a $9 billion health insurance company, where he oversees and manages the reserve, pension, and foundation investment portfolios of the company and its subsidiaries, which total over $4 billion in assets. Rongbiao also sits on the company?s Investment Committee. Prior his current role, he worked as an Associate in portfolio management at Olympus Capital Asia, a $1billion middle market private equity firm specializing in investments in Asia. Rongbiao earned his BA in Finance and Investments from Baruch College.

Jonathan Prin, CFA, joined Greylock Capital in February 2015 as Managing Director, Head of Research. Prior to joining Greylock Capital, he was a portfolio manager and member of the Global Fixed Income Group at JP Morgan Asset Management. At JP Morgan, Mr. Prin was responsible for managing and trading emerging market high yield corporate debt portfolios. Prior to joining JP Morgan in 2008, he spent three years as a credit analyst at Bear Stearns Asset Management, specializing in high-yield credits and international financial institutions. Previously, Mr. Prin was a research analyst in the Leveraged Finance Department of Credit Suisse First Boston, as part of an Institutional Investor-ranked group specializing in the publishing and media sectors. He began his career at M&T Bank Corporation, where he worked as a credit analyst in the bank?s Special Asset Group. Mr. Prin received his B.A. in Economics and Classical Studies from the University of Pennsylvania in 2002. He received his CFA charter holder designation in 2009.

Steven G. Bloom, CFA, has more than 20 years of experience on the sell side and buy side investing in listed equities and specialized private equity funds across traditional, real, and emerging asset classes.  He founded Real Research & Advisory to perform real estate fund and manager due diligence and provide strategic advisory services.  Steven was previously a portfolio manager on APG Asset Management”s Opportunity Fund, head of research for APG US real estate fund, head of HSBC Asset Management”s global listed TMT fund, and a senior sell side equity REIT analyst for Morgan Stanley.  He also teaches business courses for the New York Institute of Finance and co-chairs CFANY”s Alternative Investments Committee.  Steven received his B.S. from Cornell University”s Dyson School of Applied Economics and Management and is a CFA charterholder.

Maria Weitzer, CFA, is Director, Portfolio Management at TAG Associates LLC, a leading multi-client family office and portfolio management services firm with more than $8 billion of assets under management. Maria is responsible for analyzing and recommending publicly-traded equity and fixed-income strategies and is a member of TAG”s Investment Committee. Prior to joining TAG, Maria spent over eight years at Asset Alliance Corporation, most recently as Director, Research and Investments, focusing on manager research and due diligence across various strategies and asset classes. Prior to Asset Alliance, Maria was at Deutsche Bank where she performed risk management and monitoring functions for Deutsche Bank”s managed account platform. Prior to Deutsche Bank, she was an auditor at the Financial Services division of KPMG LLP.

Katherine Zamsky, a Vice President at BAML, is an Alternative Investments industry expert with12 years of experience in private equity and hedge fund management, deal structuring, and portfolio allocations, across a variety of strategies and industries.  For the past several years, Katherine has been developing one of the world?s largest private equity/hedge fund platforms ($65B) at Bank of America Merrill Lynch. At BAML, Katherine, who has launched over 100 funds, structures and runs private equity feeder funds and oversees a third of the platform?s private equity funds. Additionally, Katherine manages GP-LP and client relationships and is on the advisory boards of several leading PE firms.  Her sector coverage includes healthcare, technology, energy, real estate, infrastructure, retail, and financial services. Katherine started her career at AIG”s hedge fund-of-funds team, where she focused on due diligence, performance analysis, and portfolio allocations.? Katherine holds an MBA from Columbia Business School and BA in Economics and Fine Art from Hunter College.

Kyrill Firshein, Executive Director at VTB Capital, is the Head of VTB Capital”s Equity Sales team for the Americas, based in New York. Previously, Kyrill headed Deutsche Bank?s Central & Eastern Europe, Middle East, and Africa (CEEMA) Equities distribution business for the Americas. Prior to this, he was responsible for the Russian equities business for the bank?s US emerging markets equity sales team. Previously, Firshein was a senior international equity salesperson for United Financial Group (UFG) in Moscow, acquired by Deutsche Bank in 2006, where he primarily focused on US institutional funds investing in Russia. Including his UFG years, Firshein had been with Deutsche Bank for over 10 years. Before UFG, he was an equity research sales generalist with Goldman Sachs for 4 years, building and running the firm”s West Coast middle markets equities business (his time at Goldman also included a one-year, senior analyst rotation in debt capital markets). Firshein graduated from Georgetown University?s Edmund A. Walsh School of Foreign Service with a Bachelor of Science in Foreign Service. He holds an undergraduate program degree certificate in Islam and Muslim-Christian Understanding via the Prince Alwaleed Center for Muslim-Christian Understanding.

Alvarez Symonette serves as the Director of Business Development for MAK Capital, a private investment firm.  Previously, he served in a similar capacity at the Continental Grain Corporation, a 200-year old family-owned private company, where he focused on building co-investment structures and syndicates for ultra-high net worth individuals and family offices in the US, Europe and Latin America.  Previously, Alvarez worked as Managing Director at Ader Investment Management.  Before that, he was a co-Founder of 360 Global Capital and was responsible for managing the firm?s institutional relationships.  Prior to his work in finance, Alvarez held senior leadership roles in the non-profit sector dating back to 1996.  A current Board Member for two New York City non-profit organizations, Alvarez is primarily responsible for investment and development initiatives.  Alvarez has a bachelor”s degree from the University of Pennsylvania and a Master”s degree from Harvard University.

David Feygenson is Senior Analyst for the Emerging Markets Equity strategy; specializing in Europe, Middle East, Africa (EMEA) and Asia at Van Eck Global. He is an Investment Management Team member since 2014.  Prior to joining Van Eck Global he was a senior analyst at Mirae Asset Global Investments (Mirae) responsible for EMEA company research for the firm”s long-only strategies. He also served as portfolio manager on country and regional strategies (Russia, Eastern Europe and EMEA). Previously he was a research associate at Wellington Management Co. and assisted in managing long-only emerging markets equity products focusing on Retail, Media, and Food and Beverage sectors in EMEA and Latin America. He has an MS (with Merit) in Finance and Economics from the London School of Economics and Political Science. He has a BS (magna cum laude) in Economics from The Wharton School at University of Pennsylvania.

Richard Ebil Ottoo is currently Vice President of the Global Association of Risk Professionals (GARP). Before this position, he was a tenured Associate Professor of Finance at the Lubin School of Business, Pace University in New York City, teaching Undergraduate and Graduate courses in Corporate Finance, Financial Analysis, Mergers and Acquisitions, Investment Analysis, Risk Management, and International Finance. He served as the Director of Professional Certifications in Finance. Prior to his academic career, Ottoo worked with the National Water Corporation of Uganda where he served as Accounts Assistant to the Finance Controller. He also served in the Uganda government as the Special Assistant to the Minister of Health in charge of planning, policy and budgets. During his tenure, he was involved in creating and launching Uganda?s first open education HIV/AIDS campaign in 1987 that received wide international acclaim. Previously he has been a Project Finance Manager with Action Internationalé (AICF), an international development agency. Ottoo obtained his Bachelor?s Degree in Statistics (honors) in 1985 from Makerere University, Kampala, Uganda. He also earned a Masters in Banking and Finance Degree (summa cum laude) from Giordano dell?Amore (Finafrica) Foundation College, Milan, Italy in 1989, an MBA in Finance from Baruch College Zicklin School of Business in 1996, and a PhD in Finance from the City University of New York in 1998. He is the author of a book, Valuation of Corporate Growth Opportunities: A Real Options Approach (2000), and his articles have appeared in many finance journals. Ottoo has been awarded numerous awards, such as the Italian Ministry of Foreign Affairs and Technical Cooperation Scholarship, Rockefeller Brothers Fund Fellowship, the John C. Whitehead Foundation Fellowship, the NASDAQ Stock Market Grant, and the Ross and Margie Butler Institute for International Understanding Award. 

Anthony Thai, CFA
, joined the investment team at Wallace in 2012. He assists the chief investment officer in the management of the foundation?s investment portfolio. His responsibilities include contributing to asset allocation, risk management, and the selection and monitoring of investment managers. Before joining the foundation, Thai served as an economist for five years at the economic consulting firm Compass Lexecon – a subsidiary of FTI Consulting – where his responsibilities included analyzing financial and economic market data and performing asset valuations for clients. Thai received an M.B.A. in finance and accounting from the Stern School of Business at New York University. He earned his undergraduate degrees in economics and statistics from the University of Chicago. Outside the foundation, Thai volunteers on weekends with the nonprofit organization Minds Matter as a SAT test prep math instructor for accomplished high school students from low income families in New York City.