Board Observers

Shane Clifford
Managing Director – Partner, Head of Global Wealth, The Carlyle Group

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

Chris Herman
Managing Director, Head of Personal Retirement Solutions, Bank of America

Jaime Hildreth
Partner,
WestCap Group
WestCap Group

Glenn Hill
Managing Director – Head of Investments Product Development, J.P. Morgan

Rachel Jacobs
Managing Director, Head of Client Solutions,
AMG
AMG

Dinkar Jetley
Co-Founder,
Pivot Investment Partners
Pivot Investment Partners

Donald Lacey
Chief Investment Officer,
Ping An Global Voyager Fund
Ping An Global Voyager Fund

Jeff Masom, CFA®
Head of U.S. Distribution,
Franklin Templeton
Franklin Templeton

Alison Nest
Managing Director, Head of Alternative Investments,Morgan Stanley

Jerry Pascucci
Managing Director, Head of Global Alternative Investment Solutions, Global Wealth Management, UBS

Stevi Petrelli
Managing Director, Head of Blackstone Innovation Investments, Blackstone

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

Christine Waldron
Global Head of Fund Services,
BNY Mellon
BNY Mellon

Alisa Amarosa Wood
Kohlberg Kravis Roberts & Co., Partner, Head of Private Markets Strategy and Products