Board Observers
Jeremy Beal
Managing Director, Head of Alternative Investments,
Morgan Stanley
Morgan Stanley
Shane Clifford
Managing Director-Partner,
Carlyle Wealth Management
Carlyle Wealth Management
Rob Coltrin
Director of Business Strategy,
Global Alternative Investments,
Wells Fargo
Global Alternative Investments,
Wells Fargo
Stephanie Drescher
Chief Client & Product Development Officer, Client & Product Solutions at Apollo Global Management
Steven G. Glenn
Managing Director,
Warburg Pincus
Warburg Pincus
Jaime Hildreth
Partner,
WestCap Group
WestCap Group
Rachel Jacobs
Managing Director, Head of Client Solutions,
AMG
AMG
Dinkar Jetley
Co-Founder,
Pivot Investment Partners
Pivot Investment Partners
Jamie Kramer
Managing Director, Head of Alternatives Solutions Group,
JP Morgan Asset Management
JP Morgan Asset Management
Jeff Masom, CFA®
Head of U.S. Distribution,
Franklin Templeton
Franklin Templeton
Jeff McGoey
Managing Director, COO, Investment Solutions Group, Merrill and Bank of America Private Bank of America
Jerry Pascucci
Managing Director, Head of Global Alternative Investment Solutions, Global Wealth Management, UBS
Phil Pool
iCapital Co-Founder,
Private Investor
Private Investor
John Robertshaw
iCapital Co-Founder, Chairman and Co-Founder,
Aviditi Advisors
Aviditi Advisors
Hartley Rogers
Chairman and Member of the Investment Committee,
Hamilton Lane
Hamilton Lane
Adam Siegler
Head, Retail Client Segment, Global Markets Division,
Goldman Sachs
Goldman Sachs
Dan Vene
Co-Founder & Managing Partner,
Co-Head iCapital Solutions, iCapital
Co-Head iCapital Solutions, iCapital
Nick Veronis
Co-Founder & Managing Partner,
Head of Portfolio Management, iCapital
Head of Portfolio Management, iCapital
Alisa Amarosa Wood
Kohlberg Kravis Roberts & Co., Partner, Head of Private Markets Strategy and Products