Dave joined Ultimus in 2013. As Director of Client Strategies, Dave’s primary responsibility is to provide expert assistance to investment managers considering starting a fund. He provides guidance on strategic mutual fund issues such as product design, fund governance, distribution and pricing. He also consults with mutual fund clients and investment managers regarding new product… Read more »

David Katz is the President and Chief Operating Officer at Larch Lane. Mr. Katz was previously a co-founder and Partner of Rocaton Investment Advisors, an institutional investment consulting firm with $300 billion of assets under advisement. Prior to founding Rocaton, Mr. Katz was a Managing Director at BARRA RogersCasey, also an institutional investment consulting firm…. Read more »

Mr. Liebre starting in the actuarial and account administration with Metropolitan Life moved to W. R. Grace’s Treasury Division. He joined FMC Corporation as Assistant Treasurer and Director of Risk Management & Employee Services before moving to New York with Revlon in a similar capacity. In 1983, he founded Cambridge Financial Services providing 30 years… Read more »

Jeffrey R. Glattfelder, CFA, CAIA, Director, is a member of BlackRock Alternatives Specialists (BAS). He serves as a product strategist for all alternative investment funds offered to retail investors.Prior to joining BlackRock in 2012, Mr. Glattfelder was a product specialist in the Managed Futures Group of Morgan Stanley Smith Barney (MSSB), where he assisted financial… Read more »

Josh Charlson is director of manager research for alternative strategies at Morningstar. In this role, he leads a team of three alternative investment research analysts. He is also editor of the quarterly newsletter Alternative Investments Observer. He is a member of Morningstar’s Analyst Ratings Committee for alternative strategies and the Stewardship Committee that oversees the… Read more »

Kevin’s primary responsibility at Ultimus Fund Solutions is to work with new and existing funds and clients, assisting investment managers with their distribution strategies. He facilitates proper construction of funds regarding appropriate share classes, embedded fees and overall expense ratio to maximize distribution and advisor revenue opportunities. He also consults with clients to identify distribution… Read more »

Mr. Antonio has been a securities trader for 25 years, beginning on the Pacific Stock Exchange first with Merrill Lynch, and then later for Paine Webber where he served as a Specialist on the trading floor making markets in NYSE issues such as Genentech and Boeing, and eventually managing trading operations. He subsequently started Dipsea… Read more »

Kevin Means is the Principal of Select Alternative Investments, which he founded in 2012. The firm is built upon Mr. Means’ experience and expertise in portfolio management, quantitative modeling, risk management, and asset allocation. As a former long/short equity hedge fund and mutual fund manager, chief investment officer, asset allocation strategist, and director of quantitative… Read more »

Larry is the chief operating officer for the Goldman Sachs Asset Management (GSAM) US Third Party Distribution business. He is also the head of alternative sales for Global Third Party Distribution, with responsibility for the sales, marketing and ongoing client support for the alternative investments offered by the firm through third party intermediaries such as… Read more »

Marc X. LoPresti, Esq. is a Wall Street veteran with over 20 years’ experience in the asset management industry, having started his career on the floor of the New York Stock Exchange working for Lehman Brothers. He has been a regular a guest host/panelist on CNBC’s “Closing Bell”, “Squawk Box” and other financial news networks… Read more »