Partner, S. W. Mitchell Capital
Jamie Carter is the portfolio manager of the European Small Cap Strategy and the F/m Investments European Long/Short Small Cap Fund (“BESMX”). After graduating from Oxford University, Carter started his career at J O Hambro Investment Management and has now been investing for 22 years.
CHARLES I. CLOUGH JR.
Chairman, CEO and Portfolio Manager; Clough Capital Partners LP
Chuck Clough, CFA, has been active in the securities and investment business for over 53 years. Prior to founding Clough Capital, Clough served as the chief global investment strategist from 1987 through 1999 at Merrill Lynch & Co. Inc. During this time, he advised many of the world's top institutions and investors on portfolio strategy and was named to the Institutional Investor All-America Research Team for over 12 years.
Executive Vice President of National Sales, Sprott Asset Management
Ed Coyne joined Sprott in January 2016 and has more than 25 years of investment management and sales experience. Previously, Coyne was a principal and investment specialist for 18 years at Royce & Associates. He earned his Bachelor of Science in Architectural Studies from the University of Missouri.
Chairman, Spouting Rock Asset Management
John Coyne joined Spouting Rock Asset Management in 2018 and has been in the financial services industry for 36 years, the last 30 years at Brinker Capital. Coyne is responsible for distribution and firm development. At Brinker, he had many roles and served on multiple committees, most recently as the interested trustee to the Destinations mutual fund family.
President, Invenomic Capital Management LP
Ben Deschaine, CAIA, is responsible for all non-investment related business activities at Invenomic. Deschaine began his investment career in 1998 and has experience in both mutual fund and hedge fund investing. Prior to Invenomic, he was chief investment officer at Balter Liquid Alternatives, responsible for managing all aspects of the firm’s mutual fund business.
Director of Strategic Relationships, Artivest
Brendan Finn has nearly 20 years of industry experience. He and his team are focused on the overall distribution efforts within the wire houses, independent broker dealers, RIAs and custodians. Prior to joining Artivest, Finn was most recently an assistant vice president with BNY Mellon Asset Management, where he focused on mutual fund, separate account and sub-advised distribution for different boutique asset managers under the BNY Mellon umbrella.
PAMELA FENNELL JACOBS
Chief Sustainability Officer, Spouting Rock Asset Management
Pamela Jacobs focuses on evolving the firm’s sustainability strategy. Jacobs has extensive domestic and international experience in the wealth management industry. Her tenure has been marked by successful business building across the wealth spectrum. Over the past three decades, she has served in leadership roles at Envestnet, SEI and Fidelity.
Chief Operating Officer, Pomona Investment Fund
Joel Kress joined Pomona as a consultant in 2014 and assumed his current role in 2015. He has over 20 years of alternative investment, operations and legal experience, and has held senior level management positions in the asset management industry since 2005. In 2013, Kress founded Z to A Ventures LLC, a strategic advisory and consulting business that primarily serves asset managers in the alternative investments industry.
Chief Investment Strategist, F/m Acceleration LLC
F/m Acceleration provides a growth platform to power boutique money managers, and provides advisors and investors with access to unique strategies and investment opportunities. Rick Lake serves as advocate for the thought leadership of F/m’s best-in-class money managers. He has over 35 years of experience across the spectrum of alternative investments, from liquid alternatives to hedge funds, private equity, real estate and OZ funds.
Founder, Wavelength Capital Management
Mark Landis is founder of Wavelength Capital Management. In 2018, Wavelength announced an equity partnership with electronic market-making firm GTS to build further scale around its business and access GTS’ premier technology capabilities. Previously, Landis was head of fixed income at Societe Generale, Tiger management Cub Touradji Capital and global head of fixed income structuring, research and sales at Credit Suisse.
JEFFREY D. LAPIN
Partner and Portfolio Manager, Lord Abbett & Co.
Jeffrey Lapin, J.D., is the lead portfolio manager for Lord Abbett’s bank loan and credit opportunities strategies. Lapin joined Lord Abbett in 2012 and was named partner in 2016. His previous experience includes serving as managing director and head of European market credit coverage at Post Advisory Group, partner and co-portfolio manager at Tablerock Fund Management LLC, and analyst at Avenue Capital Management LLC.
VINCENT M. LORUSSO JR.
Partner and Portfolio Manager, Clough Capital LP
Vince Lorusso joined Clough Capital in 2004 and has 21 years of industry experience. Lorusso covers equity investments with a concentration in the consumer and media sectors. Prior to joining the firm, he was a senior investment consultant with Natixis Asset Management. He serves on the investment committee of Louisa May Alcott’s Orchard House, as well as the Nashoba Brooks School.
Founder, Managing Partner and Portfolio Manager; Invenomic Capital Management LP
Prior to founding Invenomic, Ali Motamed, CFA, was co-portfolio manager of the Boston Partners Long/Short Equity Fund. Motamed was awarded Portfolio Manager of the Year in the Alternatives Category by Morningstar in 2014. Prior to joining Boston Partners, he was a member of the global mergers and acquisitions teams at Deutsche Bank and BT Wolfensohn.
Vice President, Global Client Capital Group; LaSalle Investment Management
Anthony Potenza is responsible for building and maintaining capital relationships with institutional clients throughout the United Sates and representing LaSalle’s public and private investment vehicles around the world. Before joining LaSalle, Potenza was a senior member of Willis Towers Watson’s Global Manager Research Group focused on underwriting and due diligence for real estate and private equity funds based in the Americas.
President and Co-Founder, JCR Capital
Jay Rollins leads the firm strategy and investment policy. From 1999 to 2005, Rollins was a managing director at GMAC Commercial Mortgage and ran a 500 million high-yield investment program. Prior to GMAC, he was the president and founder of Eastern Realty Corporation. He is a frequent writer, speaker and guest lecturer on the topic of real estate finance and has written numerous articles on the topic of commercial real estate finance.
Senior Managing Director and Head of Real Estate Development, EJF Capital LLC
Asheel Shah joined EJF in 2018 and has over 20 years of experience in the real estate industry. Prior to joining EJF, Shah was the president and chief investment officer of the multifamily division at Kettler Inc. He also served as the senior vice president of real estate investments. During his 11 years at Kettler, he oversaw acquisitions, asset management, development, construction and equity capital sourcing.
Editor-in-Chief and Editorial Director, Financial Advisor Magazine
Evan Simonoff is a founding partner of Charter Financial Publishing Network (CFPN). Simonoff has spent more than 20 years as an editor and reporter covering the financial services industry. He is a widely recognized expert on personal finance and investments.
Co-Founder, Managing Partner, Head of Research and Due Diligence; iCapital Network
Nick Veronis oversees research and due diligence for iCapital Network. Prior to iCapital, Veronis spent 11 years at Veronis Suhler Stevenson, a middle market private equity firm, where he was a managing director responsible for originating and structuring investment opportunities.
Senior Client Portfolio Manager, Voya Investment Management
Chris Wilson, CFA, is a fixed income client portfolio manager and head of the fixed income client portfolio management team. Prior to joining the firm, Wilson was head of the North America fixed income client portfolio manager team for AllianceBernstein. He began his career and served in multiple roles at AllianceBernstein, including fixed income portfolio manager, currency trader, quantitative analyst and head of fixed income product management.
Senior Editor, Financial Advisor Magazine
Christopher Robbins’ journalism career spans a variety of media, genres and audiences. Robbins is senior editor of Financial Advisor magazine. He has also been nationally recognized for his work as a newspaper reporter with the Watertown Daily Times. When not writing, he enjoys music, gardening and cooking.