In addition to our day-to-day team responsible for building and creating our breaking product, Lightkeeper™ has assembled an advisory board comprised of senior executives in asset management, financial software, and the legal communities.
Douglas Atkin has been an investor, research analyst and senior executive in the financial technology industry for over 20 years. Currently Douglas is Managing Partner of Communitas Capital.
Mr. Atkin began his career at Instinet where he rose through the ranks to become the company's CEO, leading its successful $450 milion IPO in 2001. He was a Co-Founder of Efficient Frontiers, a consulting firm specializing in trading technology, regulation, and market-structure. Most recently, Mr. Atkin was the CEO of Majestic Research, where under his tenure, bookings grew from $4 million in 2004 to approximately $14 million in 2007. In 2010, Majestic was acquired for $56 million by ITG (NYSE: ITG).
Mr. Atkin was selected as one of the Top New Yorkers by New York Magazine for his leading role in redefining the financial marketplace, and Institutional Investor profiled him as one of the top 30 individuals making the greatest impact on e-finance. In addition, he sits on the Board of Selerity Financial, Cinchcast, Red Deer, Binary Event Network, and the Lauri Strauss Leukemia Foundation.
Charles Cassidy is an operations leader and global management consultant — successful at transforming organizational performance in both early stage and mature enterprises, across financial services and technology.
Charlie retired from Cambridge Associates at the end of 2014. He was recruited to Cambridge Associates in 2006 and promoted in 2010 to Managing Director of the Business Risk Management Team, Charles developed an operational due diligence process and built a global team to conduct business risk management reviews of hedge funds. In 2011 his mission expanded to include all asset classes, including Private Equity, Venture Capital, and Real Assets. Activities include appraising management teams; evaluating risk, compliance, and control functions; assessing accounting, trading operations, and business continuity plans. During his time at CA he was also Co-head of Hedge Fund Research and spearheaded the implementation of Research Navigator, an on-line research platform.
Charles has an in depth knowledge of alternative investments from both an operational and an investment perspective. He served on CA's Hedge Fund Advisory Group, which evaluated all client portfolio investments in hedge funds for compliance and risk.
Prior to joining Cambridge Associates, he served as SVP, Marketing, Sales, and Client Services at Prospero Technologies, where he built a national sales team that doubled revenue in one year. Previously, for 25 years at State Street Bank, he held a variety of senior leadership positions. These included Chief Marketing Officer, and Managing Director of the firm's European Financial Asset Servicing business, where he grew annual revenues from $20M to $100M and AUM to over $100B. He established a bank in Luxembourg, trust companies in the Cayman Islands and Curacao, and the first offshore servicing operation in Toronto, Canada. He successfully integrated several acquisitions and managed high growth operational businesses.
He is a graduate of the University of New Hampshire and received an MBA from Harvard Business School.
Benjamin Dunn is the head of the Risk Management consulting practice at Alpha Theory. He serves as the outsourced Chief Risk Officer for numerous alternative investment firms across all asset classes, providing risk analysis, portfolio construction, product selection and decision process advice and support.
In addition, Mr. Dunn leverages his 15 years of portfolio management and investment decision process experience and expertise to enhance Alpha Theory's market-leading decision process software.
Prior to joining Alpha Theory, Mr. Dunn served as the Head of Risk Management at the CR Intrinsic Investors unit at S.A.C. Capital Advisors and was Chief Risk Officer at Weiss Multi-Strategy.
Clark S. Fenton is launching Agilis Investment Management, a target-return, multi-asset firm in London.
Clark is the former co-Chief Investment Officer of Permal, a multi-manager of alternative investments with $24 billion of AUM. Clark joined Permal after its purchase in March 2013 of Fauchier Partners, where he had been the Chief Executive Officer.
At Fauchier Partners Clark was responsible for all aspects of business strategy and management. He also oversaw strategy allocation, manager selection and portfolio construction as a member of the Investment Committee. He joined the firm in 2003 to build its Risk Management function and also to serve on its Investment Committee. Clark then became co-Chief Investment Officer in 2007.
Previously, Clark was a Vice President at Morgan Stanley in New York where he worked on the Equity Arbitrage desk within Equity Derivatives, trading special situations with hedge fund clients. Prior to that, he helped manage the firm's hedge fund lending risk within the Prime Brokerage division. Clark began his career trading fixed income securities for Montgomery Securities in San Francisco.
Clark has a BA from Georgetown University's School of Foreign Service and an MBA from the University of Michigan.
Jim recently retired as Managing Director after 26 years at Morgan Stanley. After joining via their IT training program in 1991, Jim spent his entire Morgan Stanley career in Prime Brokerage. Jim played an influential role in the design of numerous client technology offerings including the Client Link web portal for reporting and operational efficiency, P&L Link for real time reporting, MSPA for portfolio accounting, Performance Measurement for portfolio analytics and the cross asset class reporting suite for custody, margin and financing.
Jim created and managed the Business consulting team which assisted hundreds of hedge fund managers with the launch and operation of their investment management businesses. To help drive best practices across the industry, Jim and team developed the peer analysis surveys.
Jim graduated from Georgetown University with honors in 1991 with a BA degree in Philosophy and a minor in Computer Science. Jim lives in New Jersey with his wife and two children.
Prior to forming Kindred Capital in 2016, Steve was the Founder of Herring Creek Capital, an equity long-short strategy focused on identifying large investment themes and anomalies that will flow through to individual stock selection in liquid equities across the entire capitalization spectrum.
Prior to forming Herring Creek Capital in November 2012, Steve was a Partner at Maverick Capital where he had portfolio and general management responsibilities and Chaired the firm’s Advisory Committee.
Before joining Maverick in 2004, Steve was the Chief Investment Officer at Morgan Stanley where he was the top ranked investment strategist on Wall Street in the annual Institutional Investor research poll in 2002 and 2003. Prior to Morgan Stanley, he was a Partner at Sanford Bernstein where he was a highly ranked analyst in the packaged goods industry and the financial services sector.
Steve began his career at Chase Manhattan Bank and also worked at Pzena Investment Management. From 1998 to 2008, Steve was an Adjunct Professor at Columbia University Business School, where he taught securities analysis.
Steve serves on the Board of Trustees of Tufts University and the Board of Directors of Narragansett Brewing Company, Pzena Investment Management and the Success Charter Network. Previously he served on the Board of Trustees of the National Constitution Center in Philadelphia and as an Advisor to the Office of Financial Research appointed by the U.S. Treasury. He received his B.A. (Summa Cum Laude) from Tufts University, where he was elected to Phi Beta Kappa.
Steve's humbling professional experiences include being named one of the most influential people on Wall Street while at Morgan Stanley, despite the fact he did not rank in the top three in his own family (of four).
Pete Hess served as the President and then CEO of Advent Software from 2009 until it was acquired by SS&C for $2.7 Billion in 2016. During that 7 year period Advent stock appreciated 250%.
Pete's Advent career spanned 22 years in a number of positions including entry level maintenance contract sales, front line sales and sales management, VP Sales, VP Marketing, General Manager of both of Advent's largest business units and ultimately President and CEO.
Pete has a Bachelor's Degree from Princeton University and lives with his wife, Kelly, and children, Matt and Samantha, in the Bay Area.
Sam is an entrepreneur and is known for his innovation and creative application to the alternatives space. His passion is working with and solving difficult problems across the intersection of technology and financial services. He built and recently sold AltX a marketplace, manager research and analytics platform for the hedge fund industry. AltX employed state-of-the-art machine learning and AI to solve challenging data problems for the hedge fund ecosystem. Sam now actively advises companies on building digital market places and analytics platforms for PE, HFs and Venture, using machine learning, AI, and Blockchain. Sam sits on numerous advisory boards across the financial services, military, and healthcare spaces.
Prior to founding AltX, Sam was a Managing Director at BNP Paribas, where he co-ran BNP's global Prime Brokerage Unit. He also co-led Bank of America's Prime Brokerage unit and helped spearhead its sale to BNP Paribas, the largest transaction the BNP Investment Bank had ever transacted.
Sam earned his MBA from the Kellogg Graduate School of Management, where he was co-President of his class. His Bachelor of Arts in Economics is from Rollins College, where he was a four-year letterman in soccer. He has done extensive non-profit board work. Sam was on the Executive Committee of Rollins College Board, Grace Cathedral Board, Kellogg Regional Committee, and St. Mary's Episcopal Church.
Jason Karp is the CIO and CEO of Tourbillon Capital Partners, L.P., a $2.3 billion global long/short equity fund that has low net exposure and aims to generate superior risk-adjusted returns while seeking limited correlation to the equity markets. Mr. Karp has about 17 years of direct hedge fund investment experience and a successful track record of managing capital across various market cycles and conditions.
Prior to launching Tourbillon, Mr. Karp was the Co-Chief Investment Officer and a Partner at Carlson Capital where he co-managed the firm portfolios alongside founder, Clint Carlson, and was also responsible for portfolio and firm-level risk management, firm-wide allocation decisions, talent selection and the oversight and training of the equity investment staff. Previously, Mr. Karp was a Portfolio Manager at SAC Capital and a Partner and Portfolio Manager at George Weiss Associates.
Mr. Karp graduated summa cum laude with a B.S. in Economics and concentration in Finance from the Wharton School of the University of Pennsylvania. He was Academic All-American and Academic All-Ivy as a Varsity Squash player. He is a trustee and Chairman of the investment committee overseeing Loomis Chaffee's endowment.
Dan is Head of Investment Risk at MassMutual Financial Group and has over twenty years of, investment risk management, financial operations, technology and leadership experience.
At MMFG, Dan oversees the investment risk of MassMutual's General Investment Account as well as the investment risk of its subsidiaries, Babson Capital, OppenheimerFunds, Baring Asset Management, Cornerstone Real Estate Advisors, and Wood Creek Capital Management.
Early in his career, Dan worked in operations at State Street Bank and Franklin Resources. In 1992, he joined Harvard Management Company, where he spent 17 years in a variety of positions including Vice President of Market Risk and Performance Analytics, Managing Director, and Chief Risk Officer. He joined Union Bancaire Privée Asset Management in New York as their Global Chief Risk Officer in 2009 and moved back to Boston in 2011 consulting with Lightkeeper, LLC. Prior to joining MassMutual in January 2015, Dan served as the Chief Operating Officer of NEPC, LLC for four years overseeing the performance, risk, and technology groups.
Jack has 25 years of global executive leadership experience spanning three blue chip financial services companies. He is a globally minded senior executive, change agent and technology savvy innovator. Diverse skill set including P&L management, strategic planning, M&A, marketing/distribution and software development.
Most recently, Jack was Executive Vice President and Head of Global Strategy and New Ventures at State Street Corporation. He was one of 10 members of the Management Committee reporting to the CEO. In 2013, Jack founded State Street Global Exchange, the company's big data and analytics business. He developed the strategic plan and formed the new stand alone division which launched with 850 people and combining 12 different product areas including risk and performance analytics, electronic trading, clearing, and investment research. The business quickly hit its early milestones. He also managed the global strategic planning process, all marketing functions, and global sales and distribution as the senior most market facing executive in the company.
Jack joined State Street in 2006 to launch the company's entry into the alternatives fund management industry. He formed Alternative Investment Solutions to provide a full middle and back office processing and technology offering for hedge, private equity and real estate funds. He completed three strategic acquisitions including Investors Bank and Trust, Mourant International and Palmeri Fund Administrators. Jack grew the business to top global market share positions with 3,000 staff. Both Global Exchange and Alternative Investment Solutions were created to capture new and fast growing segments of the buy side leveraging proprietary software.
Prior to State Street, Jack held a number of Management Committee roles at Mellon Financial Corporation, including CEO of Mellon Europe based in London, Vice Chairman of Investor Servicing and Global Head of Strategy and Corporate Development. Before joining Mellon in 1997, Jack held various management positions at American Express in New York.
Jack is a director on the boards of the Boston Symphony Orchestra, the National Association of Corporate Directors, the International Yacht Restoration School and President-Elect of the Boy Scouts of America Boston Minuteman Council. He received a BA degree from Middlebury College and an MBA from Duke University Fuqua School of Business.
Ms. McCormack is an experienced asset management attorney, having focused her career on serving U.S. and international asset management firms, hedge funds, private equity funds and venture funds. Her areas of expertise include corporate securities law, employment law and compliance matters.
Ms. McCormack is currently the Assistant General Counsel of a large Boston-based hedge fund. Prior to that, she was the General Counsel, CCO and a member of the Management Committee of Raptor Group Holdings LP, a diversified financial services firm. She also served as VP and Senior Legal Counsel of Old Mutual Asset Management, the U.S. asset management arm of Old Mutual plc, a global financial services firm, and an attorney at Goodwin Procter LLP. Ms. McCormack began her career at Testa, Hurwitz & Thibeault, LLP where, in addition to serving her corporate clients, she had the opportunity to provide pro bono legal services to small business entrepreneurs regarding all facets of their businesses.
Ms. McCormack received a J.D., magna cum laude, from Boston College Law School, where she was the Editor-in-Chief of the Boston College International and Comparative Law Review, and a BA, Cum Laude, from Mount Holyoke College.
Laura Rippy is the Managing Partner of Green D Ventures, a venture capital firm that invests funds from Dartmouth alums into Dartmouth-led technology startups; sister funds serve Yale, Harvard, Stanford, Northwestern, Berkeley, U Wisconsin, and Northwestern alums. Together, Alumni Ventures Group is one of the most active venture funds in the world.
Previously, Laura was a CEO, Chairman, Board Member, Advisor, and Executive in high-technology companies. She helped teams raise money, create business plans, launch or re-launch, choose new strategy directions, partner well, hire executive teams, and get acquired. Her experience spans consumer to enterprise, mobile to marketing tools, SaaS to eCommerce, startups to Microsoft.
Laura Rippy holds an MBA from Harvard Business School and a BA in government from Dartmouth College.