• The Wharton School, University of Pennsylvania, B.S., 1985, economics
    • University of Pennsylvania Law School, J.D., 1988
    • New York
    • Pulse of the Market: An Overview of Today’s Permanent & Private Capital Industry — 2021 Permanent & Private Capital Summit, Virtual Conference (June 2-3, 2021)
    • Democratization of Alternatives — Presented by Nisca, Webinar (April 28, 2021)
    • What Advisers and Clients Need to Know About TALF Funds and Title IV of the CARES Act — Investment Adviser Association, Webinar (April 17, 2020)
    • 1940 Act Registered Closed-End Funds of Private Equity Funds — Dechert LLP, Webinar (February 12, 2020)
    • Private Funds Nuts & Bolts: Allocation Issues for Private Funds/ '40 Act Registered Funds — Dechert LLP, Webinar (June 12, 2019)
    • Best Practices in Managing Valuation of Loans and Illiquid Credits — Private Debt Investor’s CFOs & COOs Forum, New York, NY (June 11, 2019)
    • 2019 Global Alternative Funds Symposium — Dechert LLP, New York, NY (June 4, 2019)
    • 5th Annual Permanent & Private Capital Summit — Dechert LLP, New York, NY (April 4, 2019)
    • The Rise of Interval Funds: They're Back and Better Than Ever — Dechert LLP, New York, NY (December 4, 2018)
    • 2018 Permanent Capital Summit — Dechert LLP, New York, NY (April 18, 2018)
    • Hedge Funds Nuts & Bolts Webinar Series: Direct Lending Fund Structures — Dechert LLP, Webinar (October 11, 2017)
    • Financing the Economy: Private Credit Research Launch — Hosted by The Alternative Credit Council (ACC) and Dechert LLP, New York, NY (October 11, 2017)
    • A Look Ahead – Where is the Asset Management Industry Going? — 2017 Global Alternative Funds Symposium, New York, NY (March 28, 2017)
    • Private and Listed Credit Funds: Recent Trends in EU, UK and U.S. Fund Structuring and Financing — Dechert LLP, London, UK (June 29, 2016)
    • CCO Roundtable — 2016 Global Alternative Funds Symposium, New York, NY (April 6, 2016)
    • Managed Futures Mutual Funds – The End of the Party? — Presented by CTA Intelligence, New York (February 24, 2016)
    • Capital Raising for Fund Managers: How to Launch a BDC — Presented by New York Society of Security Analysts, Inc., Webinar (February 10, 2016)
    • Managing Your 2016 Annual Rule 206(4)-7 Review — Hosted by the Regulatory Compliance Association, Webinar (January 28, 2016)
    • Compliance, Risk & Enforcement Symposium – New York 2015™ — Presented by the Regulatory Compliance Association, New York (November 3, 2015)
    • Investment Company Regulation: History, Evolution and Future Developments — Dechert LLP, New York, NY (October 6, 2015)
    • Alternatives Leadership Forum — Hosted by DST and ALPS, a DST Company, Boston (September 24, 2015)
    • Offering Alternative Strategy Funds to Retail Investors — Dechert LLP, New York, NY (April 29, 2015)
    • So You Think You Want Permanent Capital? Options for Permanent Capital Vehicles — Current Trends in Permanent Capital: What Alternative Managers Need to Know Now, New York, NY (January 22, 2015)
    • Industry Trends: Review of 2014 and Preview of 2015 — Investment Company Institute Closed-End Fund Conference, New York, NY (November 4, 2014)
    • The Role of Retail Alts, Trends and What it Takes to Succeed — Hosted by Context Summits, DST Alternative Fund Solutions and KPMG, New York, NY (June 19, 2014)
    • 2nd Annual Liquid Alternative Strategies West — IIR USA, San Francisco, CA (April 28-29, 2014)
    • Living with the Volcker Rule: Covered Funds — Dechert LLP, Webinar (January 30, 2014)
    • Alternative Strategy Mutual Funds Forum — Presented by the Institute for International Research (IIR USA), New York, NY (September 11, 2013)
    • RetailALTS 2nd Annual Advisor & Broker-Dealer's Forum — Financial Research Associates, Boston, MA (May 21, 2013)
    • Liquid Alternatives: Raising Assets Through Registered Funds — Co-hosted by Dechert LLP and Deutsche Bank AG, New York, NY (April 24, 2013)
    • Offering Alternative Strategies and Alternative Asset Classes to Retail Investors — Financial Services Breakfast Briefing, Palm Desert, CA (March 19, 2013)
    • 40 Act Funds – Game Changer for Funds of Funds? — Infovest21, New York, NY (February 7, 2013)
    • 40 Act Funds: What You Need To Know — 3rd Annual Innovative Alternative Strategies Conference, Denver, CO (July 30, 2012)
    • Product Development Opportunities in the Commodity and Alternative Fund Space — Dechert LLP, Webinar (July 25, 2012)
    • Marketing Communications: Opportunities and Constraints for Hedge Fund Managers — Dechert LLP, March 2, 2010)
    • Publicly Traded Fund Opportunities for Private Fund Managers — Dechert LLP (January 28, 2010)