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Matthew L. Bloomfield
Managing Director & Portfolio Manager, Palmer Square Capital Management
Matt is the Loan and US CLO Portfolio Manager and has key responsibilities for all of Palmer Square’s leveraged loan product offerings. He is also a member of both the US and European CLO investment committees, as well as the Firm’s private BDC investment committee. Prior to relocating to Kansas City, Matt worked for over seven years at Golub Capital in Chicago, most recently as an Associate Portfolio Manager within the Broadly Syndicated Loan Group where he focused on investing in leveraged loans via collateralized loan obligation vehicles and separate accounts. Prior to joining Golub Capital, Matt worked for three years for Giuliani Capital Advisors in Chicago as an Analyst and subsequently Associate in the Investment Banking Group where he focused on special situations and restructuring advisory mandates.
Matt earned an MBA in Finance from Northwestern University’s Kellogg School of Management, as well as a BS and BGS in Business Administration and Economics, respectively, from the University of Kansas.
Kent Huang, CFA, FRM
Chief Risk Officer & Portfolio Manager Partner, Mt. Lucas Management
Kent joined Mount Lucas in 2008. He is the Chief Risk Officer, a Portfolio Manager, and a member of the investment committee. Kent oversees risk management across all investment strategies and is a Portfolio Manager for the firm’s quantitative strategies. Kent started with the firm as an equity and derivatives execution trader and was a Portfolio Manager – Options before assuming the CRO role in 2013. Prior to joining Mount Lucas, Kent was at Goldman Sachs in their Prime Brokerage division. Kent graduated cum laude from Rutgers University with a B.S. in Finance and is a CFA Charterholder and a certified Financial Risk Manager (FRM). Kent is a partner in the firm.
Y. Allen Kim, CFA
Director of Manager Research & Investment Solutions, Kayne Anderson Rudnick
Allen Kim is Director of Manager Research, Investment Solutions and a member of the Investment Committee of Kayne Anderson Rudnick Wealth Advisors, a business unit of Kayne Anderson Rudnick Investment Management with assets under management of $65bn based in Los Angeles. Allen has approximately 23 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 2014, Allen was Director of Investment Manager Due Diligence for Savos Investments (formerly Genworth Financial Asset Management), where he led the manager due diligence team. Before that, Allen spent 10 years with Cetera Financial Group (formerly ING) working in a variety of roles, including Investment Research Director-Alternatives. He earned a Bachelor of Business Administration with concentrations in Finance and Economics from The George Washington University and an M.B.A. in Finance from Carnegie Mellon University. Allen is a CFA Charterholder and a member of the CFA Society of Los Angeles.
Jor Law
Co-Founder, VerifyInvestor.com
An entrepreneur who has successfully built and exited his own startup, Jor combines his experience as a corporate/securities attorney, tech investor, startup founder, and product manager to bring additional depth to management teams. As an attorney, he is most well-known for his expertise in corporate transactions and alternative finance, including EB-5, venture capital, crowdfunding, and blockchain/crypto (including ICOs & STOs). Under his leadership, his law firm grew to be the dominant firm in EB-5 finance and a major contender in other areas. As co-founder of VerifyInvestor.com, he led the company to become the world’s most used accredited investor verification service and obtained a successful exit in under 5 years. His portfolio of clients and investments includes a high percentage of companies recognized as leaders in their industries. Jor is also a pioneer in creating the ecosystem for digitizing and trading securities on the blockchain and other distributed ledger technologies as well as developing fintech infrastructure and payment solutions for the crypto industry. In this capacity, he has helped build products and business units for some of the most recognized companies in the space.
Phil Liu
Chief Legal Officer, Arca
Phil Liu is Chief Legal Officer at Arca. In his role, Phil oversees product structuring and ensures legal compliance for Arca’s crypto investment management platform. A finance industry veteran with over 20 years experience, Phil has worked has worked with some of the world’s biggest banks and law firms. Phil previously served as General Counsel at a leading managed futures asset management company and was responsible for the legal structuring of the first actively managed, managed futures mutual fund. Phil holds a Juris Doctor and Bachelor of Commerce, Accounting from the University of British Columbia.
Douglas Monticciolo
Chief Executive Officer, Chief Investment Officer and Co-Founder, Brevet Capital Management
Douglas Monticciolo is Chief Executive Officer, Chief Investment Officer and Co-Founder of Brevet Capital Management. He is an entrepreneur and investment manager with deep data analytics and technology experience developed over three decades while providing credit financing and advisory services.
Mr. Monticciolo founded Brevet Capital Management in 1998 and has established the firm as a leader in helping government agencies solve complex problems – and drive positive social impact – by creating innovative financing products and services. This “finance as a service” approach provides direct lending and other financing to private middle market companies that enable them to effectively serve the government sector as contractors – a low credit risk strategy with highly competitive barriers to entry.
Mr. Monticciolo’s years of experience working in start-up environments as a software entrepreneur and within asset-backed securities, fixed income, and investment banking helped him identify a gap in the market where traditional lenders failed to provide the innovative financing and forwardlooking advisory services needed for the private contractors government contractors rely on to deliver services.
Mr. Monticciolo has a passion for technology and approaches investing and credit financing with a problem-solving mindset. He began his career at Goldman Sachs in the financial institution’s industry resource group where he specialized in investment banking and principal finance trading and helped create numerous serviced-marked products and services to address the unmet needs of clients. He later joined Lehman Brothers as a senior vice president in the company’s strategy group, a principal investment joint venture between investment banking and fixed income. He left Lehman Brothers to become director and co-head of asset-backed securities in North America at Deutsche Bank and head of proprietary fixed income in the merchant banking/principal finance group.
Mr. Monticciolo’s career took a turn from academics to finance when he was studying at Columbia University and working with Fischer Black, creator of the Black–Scholes model, on complex mathematical formulas. He was encouraged to apply his skills to financial problem-solving instead of academia and he decided to put aside his pursuit of a PhD to join Goldman Sachs.
Mr. Monticciolo received a Master of Engineering Sciences degree in Applied Mathematics from Columbia University. He graduated from the State University of New York at Stony Brook with an M.S. in Applied Mathematics and earned a B.S. in Applied Mathematics and Computer Science. Mr. Monticciolo is a Level III certified member of the National Association of Rocketry (NAR High Power Rocketry) and a member of the Randonneurs USA (long distance road biking organization). Mr. Monticciolo also coaches robotics and innovation and has led teams to numerous regional awards. He led one of his teams to a worldwide 2nd place finish (runner-up) for the FLL Global Innovation Award season sponsored by Edison Nation and XPRIZE Foundation, in cooperation with the United States Patent and Trademark Office (an agency of the United States Department of Commerce).
He currently serves on the Board of Directors of Hope for New York and is a Board Member of the Young Presidents Organization (YPO) Gotham Chapter.
Michael O'Connell
Chief Executive Officer, Watchdog Capital, LLC.
Michael O’Connell is Chief Executive Officer of Watchdog Capital, an independent FINRA-member broker dealer built for the era of Bitcoin. Michael oversees all aspects of the firm’s business including the development of modern & innovative investment products that harness the power of distributed ledger technology.
Michael joined Watchdog in 2021 bringing the firm 30 years of experience in trading, sales and product development across the rates, FX, futures and equities markets. Previously, he spent ten years at both the Royal Bank of Scotland and Societe Generale structuring multi-asset prime brokerage solutions for hedge funds and long-only asset managers.
Michael also served for a decade with State Street Global Link, where he launched the firm’s futures business and brought the FX Connect electronic dealing platform to market. Earlier in his career he was an institutional bond trader and salesman at two government bond primary dealers.
Evan Rudy, CFA
Head of Investment Strategy, Liquid Real Assets
Joined the Company in 2007 with one year of industry experience. Prior to joining, Evan served as an Analyst at the Townsend Group.
BS in Finance from Miami University; CFA Charterholder.
Alexander Schoenbaum
Co-Founder, CrowdOut Capital
Alexander Schoenbaum co-founded CrowdOut Capital after more than 15 years of direct lending, private equity, and investment banking experience. He has provided financial and strategic advisory services to many growing middle market companies across a range of industries including: consumer, retail, telecom, media, manufacturing, technology, financial services, oil & gas, and industrials. Collectively, Alexander has completed more than $3 billion of transactions, including both debt and equity placements.
Previously, Alexander founded Swift Estate Capital, a specialty finance firm focused on lending to high net worth individuals. He also worked at Blue Sage Capital, a middle market private equity and debt firm, focused on finding investment opportunities, performing due diligence, structuring and executing transactions, and supporting Company management to grow their businesses. He began his career at Piper Jaffray in San Francisco, focusing on mergers and acquisitions, IPOs, and capital raises in the consumer space, including restaurants, retail, food, and consumer products.
Alexander received a Bachelor of Science in Business Administration degree in Finance, International Business, and Political Science from Washington University in St. Louis and is a graduate of the KPMG / University of Michigan Ross School of Business QuantumShift program for for CEOs running successful, high-growth private companies. Currently, he coaches youth soccer and serves on the board of the Anti-Defamation League’s Austin region, as well as the Capital of Texas Media Foundation. Alexander is also a recipient of M&A Advisor’s Emerging Leader Award.
Alan C. Snyder
Managing General Partner, Shinnecock Partners
Alan C. Snyder is the Managing General Partner of Shinnecock Partners, a 30-yearold family office investment boutique, and its investment funds, General Partner of Shinnecock Group. Alan was the Founder and non-Executive Board Chairman of Snap Insurance LLC; the Founder, CEO, President, and Chairman of the Board of Answer Financial Inc. and the Insurance Answer Center; CEO of Aurora National Life Assurance; Executive-in-Charge of Executive Life Insurance Company on behalf of the California Department of Insurance; President and COO of First Executive Corporation, a $20 billion life holding company; and Executive Vice President and member of the Board of Directors at Dean Witter Financial Services Group (a predecessor firm to Morgan Stanley). He managed most of the product areas and as part of a three-person team undertook the development of the Discover card. He is the former Chairman, President and Board Member of the Western Los Angeles Boy Scout Council. Mr. Snyder is a graduate of Georgetown University (WSJ Scholar) and Harvard Business School (Baker Scholar).
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Benjamin Tsai
Co-Founder & President, Wave Financial LLC.
Benjamin Tsai is a Co-Founder and the President of Wave Financial LLC, a crypto currency focused investment advisor registered with the SEC with over $1 billion AUM. He is formerly a SVP, Senior Portfolio Manager and Head of Alternative Investments Asia at AllianceBernstein. Also, He is formerly CEO of Merrill Lynch Singapore Commodities and MD for Bank of America in charge of multi-asset structuring in Asia with 12 years of experience on the trading floor. Ben graduated from UC Berkeley with a BS in material science and engineering, and UCLA with a MBA. He currently teaches crypto finance at the Anderson School at UCLA.
Darin Turner
Managing Director & Co-Chief Investment Officer, Listed Real Assets, Invesco
Darin Turner is a Managing Director and Co-Chief Investment Officer for Invesco’s Listed Real Assets team. In this role, his current duties include fundamental and securities research on real asset securities.
Mr. Turner joined Invesco in 2005 as an acquisitions analyst and later served as an associate portfolio manager for Invesco Real Estate’s US Value Added Strategies, focusing primarily on structured investments. Prior to joining the firm, he was a financial analyst in the corporate finance group of ORIX Capital Markets, where he was responsible for the daily evaluation of a fixed income portfolio, including CMBS, CDO’s, and credit-linked notes. Additionally, he was responsible for executing a high yield repurchase facility and a leveraged loan swap agreement and implementing specific portfolio fixed income hedging strategies. Mr. Turner has been in the investment industry since 2003.
Mr. Turner earned a BBA degree in finance from Baylor University, an MS in real estate from the University of Texas at Arlington, and an MBA specializing in investments from Southern Methodist University.
