Andrew Helms

Chief Technology Officer, Varde

Andrew Helms is Chief Technology Officer leading Värde’s global engineering, infrastructure and operations, and business analysis teams. Andrew joined the firm in 2018 and is responsible for the firm’s technology strategy and execution. He previously served as Chief Data Officer and Head of Engineering. Prior to joining Värde, Andrew held several roles spanning 8+ years at The Carlyle Group including Technical Lead, where he was responsible for the technology strategy and vision for Carlyle’s Investment Solutions segment. Prior to that, he was a Data Architect and Analysis Manager at American Cancer Society. Andrew received a B.B.A. in Management Information Systems from University of Kentucky and an M.B.A. from Georgia State University Robinson College of Business.

Jeremiah Loeffler

CPA, Senior Managing Director and COO - Credit, Crestline

Mr. Loeffler joined Crestline in 2010. He heads operations and debt capital markets for the Credit platforms. Prior to joining the firm, Mr. Loeffler spent 5 years with Maverick Capital, Ltd. leading the internal audit function and working on special projects for the executive team. Mr. Loeffler began his career as a Senior Auditor with KPMG, where he focused a majority of his time on hedge funds, private equity funds and other investment companies. Mr. Loeffler is a CPA. He received a B.B.A. in Accounting & Finance from Texas Christian University and an M.B.A. from the University of Texas - McCombs School of Business.

Robert Herin

Partner & Chief Information Officer, Canyon Partners

Brian Crimmel

Managing Director, Head of Investment Ops, Man Varagon

Brian Crimmel is a Managing Director of Man Varagon and Head of Operations.Brian joined Man Varagon from CVC Credit Partners LLC, where he was a Vice President of Operations and led teams responsible for lifecycle position management and performance reporting operations for its Liquid Credit and Capital Solutions Strategies. Prior to joining CVC, Brian held positions at both Forvis Mazars (formerly Dixon Hughes Goodman, LLP) as a Manager in its Risk Advisory practice and Goldman Sachs & Co. as Vice President in its Investment Operations Middle Office team, while also serving several roles during his 10+ years at Goldman Sachs where he began his career. Brian is an FMVA(R) and earned his B.A. in Economics from Marist University.

William Dickie

Chief Technology Officer, Ellington Management Group

Suzanne B.Romeo

Managing Director, and Director of Private Investment Technology & Operations, Wellington Management

Suzanne Romeo is Managing Director and Director of Private Investment Technology & Operations at Wellington Management. She leads strategic initiatives that enhance innovation and operational excellence across the firm’s private investments platform. With extensive experience spanning financial technology, operations, and investment support, Suzanne focuses on building scalable solutions that drive efficiency, transparency, and risk management. Known for bridging the worlds of finance and technology, she brings a thoughtful, forward-looking perspective to transforming investment operations. She is also passionate about mentoring emerging talent and advancing leadership in dynamic, high-growth environments.

Orit Mizrachi

Managing Director, Morgan Stanley

Orit Mizrachi is a Managing Director of Morgan Stanley and a member of the Morgan Stanley Private Credit team, where she serves as Chief Operating Officer of the Middle Market Direct Lending strategy. In her role, Orit oversees all operational, compliance, and legal activities for this strategy. In addition, Ms. Mizrachi serves as Chief Operating Officer and Secretary of the Morgan Stanley Private Credit business development companies. Ms. Mizrachi joined Morgan Stanley in 2019 and has over 25 years of relevant industry experience. Prior to joining, Ms. Mizrachi was a Managing Director at The Carlyle Group and served as Chief Operating Officer of TCG BDC II and TCG BDC, Inc. Prior to her appointment as Chief Operating Officer, Ms. Mizrachi was involved in various roles across Carlyle, including Director of Operations for the Carlyle Credit platform. Prior to joining The Carlyle Group L.P., Ms. Mizrachi worked in the hedge fund industry as the Chief Financial Officer of Carlyle Blue Wave Management L.P. and as controller at Sagamore Hill Capital Management L.P., each a multi-strategy hedge fund. Ms. Mizrachi started her career at Goldstein Golub & Kessler LLP as an auditor in their financial services group. Ms. Mizrachi received her Bachelor of Science in Accounting degree from State University of New York at Albany.

Jennifer Tribush

Head of Global Product Solutions, Fidelity Investments

Jennifer Tribush is the Head of Global Product Solutions for Fidelity Investments, her team is responsible for the implementation of new investment vehicles, execution of transition solutions, and oversight of fund events supporting all asset management divisions and distribution channels. She is also leading the alternatives product strategy and execution.Prior to joining Fidelity, Jennifer was at State Street Corporation where she led serval product teams, most notably as the Global Head of Product for the Alternatives Segment. She was also the Head of Alternatives Sector Solutions for the Americas for the firm’s premier hedge fund and private equity clients. She was also the Global Co-chair for the Professional Women’s Network.Before joining State Street Corporation, she served as a Global Relationship and Sales Manager for Investor Services at Brown Brothers Harriman & Co. (BBH). During her tenure at BBH, Jennifer also managed the custody operations for some of the firm’s largest and most complex client relationships. Jennifer began her career at PricewaterhouseCoopers in their International Financial Advisory Services, specializing in expatriate tax and compensation equalization.She received a Bachelor of Arts in Economics and Spanish from Villanova University and an MBA with a concentration in Finance from Babson College. She holds the Chartered Alternative Investment Analyst (CAIA) designation and the Series 7 & 63 securities designations.Jennifer serves on CAIA’s Boston board and previously served on the executive board of BUILD Boston, whose mission is to use entrepreneurship to spark the potential of young people from under-resourced communities and propel them to high school, college and career success.

Andrew Viens

Head of Risk and Process Management, Bain Capital

Andrew Viens joined Bain Capital in 2005. He is a Partner, Head of Risk and Process Management for Capital Markets, and Chairman of the Risk and Oversight Committee. Andrew leads initiatives focused on improving business process outcomes and risk management. From 2005 – 2022, he was Global Head of Operations for the Credit, Special Situations, Public Equity, and Partnership Strategies businesses.Prior to joining Bain Capital, Andrew led the Treasury Operations function at Investors Bank and Trust and held various leadership positions at BankBoston.

Chandra Chandraker

Director, Software Development & Applications, Napier Park

Chandrakant is a seasoned technology leader with deep expertise in financial systems architecture and development. Since the inception of Napier Park, he has played a pivotal role in shaping its technology landscape. As Software Development & Applications Manager, he leads a dynamic team responsible for managing the firm’s infrastructure, front office platforms, accounting systems, risk frameworks, and analytics tools.Prior to Napier Park, Chandrakant held key technology development and leadership roles at Citi Capital Advisors, Goldman Sachs, and Amaranth Advisors, where he contributed to building scalable and innovative solutions for complex financial environments.He is a CFA Charterholder and an alumnus of the Indian Institute of Technology, Kharagpur. Fluent in Hindi, Chandrakant also enjoys American football and cricket.

Peter Gaunt

Chief Financial Officer, H.I.G. Capital

Peter Gaunt is the Chief Financial Officer of H.I.G. Capital’s Credit Platform. He is responsible for the finance function covering the WhiteHorse and Bayside Fund’s financial reporting, operations, treasury, data, performance and valuation.Peter was previously with The Carlyle Group, where he was most recently a Managing Director in its Global Credit Fund Management team responsible for the financial control, accounting, valuation, reporting and treasury of their 1940 Act Funds, Direct Lending Funds and Multi Strategy Funds. Prior to joining Carlyle, he was the Corporate Controller at Hercules Capital, Inc, and prior to that, was with Ernst & Young.Peter received his BSc degree in Economics and Accounting from the University of Bristol, and is a Certified Public Accountant and Chartered Accountant (Scotland)

Michael Marcucilli

Managing Director, HPS Investment Partners

Mike Marcucilli is a Managing Director in the Technology group for HPS Investment Partners. In 2016, Mike was part of the team who joined HPS as it spun out of Highbridge Capital Management and helped establish the firm’s technology platform. He currently leads the application development team and is primarily focused on applying software and other technology tools towards process enablement and improvement across the broad spectrum of HPS business functions. Prior to his time at HPS Mike was a software developer at Highbridge, building in-house systems to support the firm’s flagship multi-strategy hedge fund.

Professor Anasse Bari

Professor of Computer Science, Director of the Predictive Analytics and AI Research Lab, The Courant Institute of Mathematical Sciences, New York University

Professor Anasse Bari is a recognized authority and leading expert in Artificial Intelligence and Predictive Analytics, specializing in helping organizations harness data- driven technologies for strategic transformation and competitive advantage. A Fulbright Scholar and recipient of the Martin Luther King Jr. Faculty Award for AI research, he is a full-time professor of computer science at New York University’s Courant Institute of Mathematical Sciences and director of the NYU Predictive Analytics and AI Research Lab on the main campus in New York City.
Prof. Bari advises Fortune 500 companies, Wall Street firms, the United Nations, and the World Bank Group on using AI to drive innovation, performance, and sustainable growth. He leads interdisciplinary teams that build scalable AI solutions across sectors including finance, healthcare, energy, sports, tourism, government, and international development. His research is supported by industry and public-sector partners and focuses on deploying applied AI systems to solve real-world challenges. Prof. Bari teaches over 700 students and executives annually, guiding the next generation of technologists, innovators, and leaders.
Prof. Bari recently served as an AI advisor to the United Nations, where he led enterprise training programs and strategic AI initiatives. At the International Finance Corporation, he advised on AI investments and enterprise data strategy. At the World Bank Group, he led several high-impact projects, including the development of an enterprise-scale AI-based search engine across the organization’s knowledge base, an Emotion AI system to analyze employee feedback, and the rollout of a predictive analytics framework to support HR, Finance, and other divisions. At a major Wall Street investment institution, he developed the first Predictive Analytics Dot Connector, a pioneering system that leverages edge data and AI algorithms to forecast financial markets. His work bridges the technical and executive worlds, translating cutting-edge AI into real business outcomes.
In the earliest days of the COVID-19 pandemic, Prof. Bari led the world’s first team to deploy an AI tool that predicted severe cases of the virus, enabling hospitals to prioritize care and resources. Additionally, he developed a decision support tool that helped doctors make data-driven decisions to allocate critical resources, such as ventilators and ICU beds, based on real-time data and predictive modeling. He later spearheaded the development of tools to monitor vaccine hesitancy and provide early-alert signals for potential outbreaks.
His research also spans Swarm Intelligence, drawing inspiration from the collective behavior of birds, dolphins, and bees to create advanced machine learning algorithms. He co-created PyRoRank, a diversity-enhancing recommender system, and Bird Flock- by-Leader, an AI framework inspired by bird flocking behavior to detect hidden patterns in data. In collaboration with Prof. David Nagel, he co-leads an AI-driven project aimed at accelerating research into Low Energy Nuclear Reactions, a promising clean energy source. Prof. Bari is an accomplished author, with several peer-reviewed publications. He is co-author of the best-selling book Predictive Analytics for Dummies, a widely used reference for executives and practitioners, and has contributed chapters to Advances in Swarm Intelligence and Artificial Intelligence books.
His work has been featured in major outlets such as CNN, The Washington Post, NPR, France24 (Arabic), Al Jazeera (Arabic and English), MarketWatch, and the Jerusalem Post. His contributions have earned him numerous honors, including the Golden Dozen Award for excellence in research and education, the NYU Tech/Teach Award for innovation in AI education, and the World Bank Spot Award for excellence in harnessing emerging technologies for social impact.
Prof. Bari holds a Ph.D. and a Master’s in Computer Science from The George Washington University, where he also earned a certificate in Cybersecurity. He later attended an executive program in Design Thinking at Stanford University. Fluent in English, French, and Classical Arabic, Prof. Bari empowers senior leaders to not only understand AI—but to lead with it.

Christina Stirling

Managing Director, Operations, Offit Capital Advisors

Christina Stirling is Managing Director of Operations, bringing 26 years of expertise in financial operations management. She has led strategic roles at prestigious firms including York Capital Management, SAC Capital Advisors, Goldman Sachs, and JP Morgan. Christina holds a Bachelor's degree from Villanova University.

John Spiridis

Managing Director, Man Varagon

John Spiridis is a Managing Director of Man Varagon and a member of the Finance & Operations team. John has over 20 years of experience in the alternative investment industry leading teams with responsibilities across technology strategy, technology implementation, project management, and other operational roles.

Prior to joining Man Varagon, John was the Global Head of Private Markets Technology at Bank of New York Mellon where he managed technical professionals and Operations support teams across multiple verticals including private equity/real estate technology, vendor management, and financial project management. He also previously worked at TPG, Inc., Citco Fund Services, and Credit Suisse. John earned both his M.B.A. and B.S. degree in Accounting from St. John’s University.

David Pessah

Managing Director, Morgan Stanley

David Pessah is a Managing Director of Morgan Stanley and a member of the Morgan Stanley Private Credit team, where he serves as Chief Financial Officer of the Middle Market Direct Lending strategy. In his role, David oversees all accounting, valuation, internal controls and financial reporting activities for this strategy. In addition, Mr. Pessah serves as Chief Financial Officer of the Morgan Stanley Private Credit business development companies. Mr. Pessah joined Morgan Stanley in 2023 and has over 17 years of relevant industry experience. Prior to joining, Mr. Pessah held various positions at Goldman Sachs, most recently as the Chief Financial Officer, Treasurer and Chief Accounting Officer of its business development company complex within Goldman Sachs’ Private Credit group. Mr. Pessah started his career at Ernst & Young LLP as an auditor in their financial services group. Mr. Pessah received his Bachelor of Science in Accounting from the University of Delaware and his MBA in Finance from Baruch College.

Matt Sobraske

Chief Financial Officer, Management Company at Castlelake

Matt oversees the Castlelake Management Company accounting, FP&A, and general partner investment functions. Matt joined Castlelake in 2017 as the firm’s Corporate Controller and over his tenure has managed various roles in operations including fund accounting and valuation. Matt has over 20 years of professional experience and has worked in the investment industry for 10 years. Prior to joining Castlelake, Matt was with Waycrosse, a single-family office, where he managed the corporate financial reporting and budgeting along with client treasury and investment accounting operations. Prior to Waycrosse, Matt worked in various financial management and technology roles at Patagonia in California. He received his B.A. from the University of St. Thomas in Finance.

Michael R Williams

Co-President and Senior Managing Director, Napier Park

Gurvinder Singh

Chief Executive Officer & Co-Founder, Indus Valley Partners

Gurvinder Singh is the CEO and Co-Founder of Indus Valley Partners (IVP), where he has led the firm’s growth into a global leader in technology and solutions for the alternative asset management industry.

A graduate of Cornell University with a Bachelor of Science in Electrical Engineering and an OPM alumnus of Harvard Business School, Gurvinder began his career in object-oriented design and consulting, later joining Sapient. There, he played a pivotal role in expanding Sapient’s footprint in the UK, establishing Sapient India on a self-funded basis, and delivering major transformation initiatives, including a re-engineering project for Dun & Bradstreet’s European operations. During this time, he also contributed to the incubation of the FIX protocol, now a widely adopted industry standard for electronic trading.

In 2000, Gurvinder co-founded IVP with the vision of helping capital markets firms harness technology to achieve measurable business outcomes, improving scalability, efficiency, and reliability while reducing costs. Over the past two decades, he has built IVP into a trusted partner for the world’s leading hedge funds, private funds, and credit firms.

With deep expertise at the intersection of technology, process, and business transformation, Gurvinder is known for his focus on innovation that avoids “paving the cow path,” instead driving fundamental change to operating models. His career is defined by founding and scaling Sapient UK, Sapient India, and ultimately IVP, where he continues to guide the firm’s evolution in an era of AI-driven transformation across the buy side.

Gaurav Aggarwal

Chief Commercial Officer, Indus Valley Partners

Currently works as a Chief Commercial Officer and heads the product strategy at Indus Valley Partners.

In addition, Over 14+ years Gaurav has also advised and closely worked with over 35+ Buy Side Asset Managers on Digital Transformation initiatives across Front, Middle and Back Office and helped funds define and deliver Strategic platform objectives including process re-alignments.  Prior to joining IVP, Gaurav spent initial years with SAP Labs, on market risk management offering for investment institutions and thereafter with Citi India on development of Operations and Transaction banking platforms.

Gaurav graduated from University of Delhi, India with Majors in Information Technology and C-Suite Executive Program at Wharton

Piyush Singhi

Senior Managing Director, Credit and Private Funds Indus Valley Partners

Piyush Singhi has over a decade of experience working with credit- focused funds, specializing in data management, solution development, and operational efficiency. As Senior Managing Director at Indus Valley Partners, he helps firms streamline front, middle, and back-office processes through technology-driven solutions.

Previously, Mr. Singhi worked at Infosys, Computer Associates, and ICICI Bank before joining IVP in 2009. He holds a Bachelor of Engineering from VTU and a Post Graduate Diploma in Management from IIM Calcutta. Known for his analytical mindset, he combines strategic vision with technical expertise to drive meaningful results.

Ashish Jain

Managing Director of Accounting Services, Indus Valley Partners

Robert Karicod

Partner and Chief Financial Officer of Private Funds, Sixth Street Partners

Mr. Karicod is a Partner and Chief Financial Officer of Private Funds, at Sixth Street based in Dallas. Prior to Sixth Street, Mr. Karicod was a partner and managing director of financial reporting and valuation with Cerberus Capital Management. Previously, Mr. Karicod spent over a decade in audit and transaction advisory services roles with Ernst & Young.Mr. Karicod received a B.B.A. and an M.P.A. from the University of Texas at Austin.

Sandeep Malhotra

Chief Technical Officer, Indus Valley Partners

Elena Boeva

Director, U.S. Chief Operating Officer, Aflac Global Investments

Elena Boeva is the US Chief Operating Officer for Aflac Global Investments. She is responsible for strategic platform initiatives and oversees public and private assets operations, data management, vendor management, project management and operational due diligence functions. Previously, Elena worked at Guggenheim Fund Solutions and was responsible for operational due diligence, manager onboarding and counterparty risk management. Prior to joining Guggenheim, Elena worked at Ontario Teachers’ Pension Plan Board in the operational due diligence team, Morgan Stanley and Ernst & Young. Elena holds a Master of Science in Accountancy from Wake Forest University and a Bachelor of Arts in Business Administration and Economics from Salem College. She completed Leading Women Executives program that focuses on leadership skills and advancement of women in organizations. Elena is the Chair for AIMA Alternative Credit Council Investor Manager Committee.

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