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.

Robert Karicod

Chief Financial Officer, Sixth Street Partners

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

Paulomi Shah

Global Head, Operations and Enterprise Risk, Apollo Global Management

Paulomi Shah is a Partner, Global Head of Operations and Enterprise Risk Management and COO of Enterprise Solutions at Apollo Global Management, a pre-eminent global investment and asset manager with over 650 billion in assets under management. In this role, she is responsible for ensuring the highest standards of operating excellence and risk management execution across all of Apollo’s businesses. She leads a team of professionals who find solutions to operationalize complex transactions, M&A deals and investment strategies. She is a trusted advisor to the CEO and Co-Presidents of the Company, called on to offer sound judgment and risk management insight. She Chairs the Firm’s Operating Risk Committee, is secretary to the Apollo Global Risk Committee, reporting regularly to the Board of Directors.

Prior to starting at Apollo in 2019, Paulomi held a variety of senior risk management and operational roles including as Global Head of Operational Risk, Global Banking and Markets at Bank of America; the Head of Securities Services, HSBC Americas; and Chief Operating Officer for HSBC Securities (USA) Inc. She has managed significant transformation programs, led large global teams and reported directly on key risk management matters to Boards of Directors. She has been based in the US, the UK and travelled extensively through Asia and South America throughout her career.

Shah is an NASD licensed Financial Operations Principal. She graduated from Barnard College, Columbia University with a B.A. in Political Science. She sits on Apollo’s Expanding Opportunities Counsel and Apollo’s Partnership Committee. Shah is on the Board of Eliant Inventory Solution, a privately held trade solutions Company. She is also on the Board of Avanti Fellows, a non- profit organization whose mission is to help students in India escape the cycle of intergenerational poverty through advanced test prep and mentoring as well as the Board of Planned Parenthood of Greater New York. She lives in New York City with her husband and has two grown daughters.

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

Andrew Viens

Head of Risk and Process Management, Bain Capital

Chandra Chandraker

Director, Software Development & Applications, Napier Park

Peter Gaunt

Chief Financial Officer, H.I.G. Capital

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

Darby Dent is a Principal of Blue Owl and a member of the Owl Rock Investment Team. Based in New York, he is a senior member of the Portfolio Management team focused on portfolio analytics and credit oversight of the Owl Rock Direct Lending business. Before joining Blue Owl, Darby was a Vice President on the Portfolio Analytics team at HPS Investment Partners. Prior to that, he was an Associate at Highbridge Capital Management. Darby began his career as an Analyst at Cantor Fitzgerald.

Darby received a BA in Economics from Rutgers University and is actively pursuing an MBA at the Kenan-Flagler School of Business at UNC.

Dwayne Weston

Head of Operations, AGL Credit Management LP

Dwayne Weston is Head of Operations at AGL Credit Management LP, where he manages the operational and reporting functions for structured products and liquid credit investments. With over 15 years of experience in credit management, Dwayne has held key roles at Sixth Street Partners, Sound Point Capital, and BlueMountain Capital. His expertise spans CLO operations, loan closing processes, and enhancing operational efficiency, making him a vital leader in the credit investment industry.

Reconciliation with Middle Office AI Agents

Experience IVP’s next-generation Reconciliation Solution, now powered by middle office AI agents. These AI agents automate notice handling by extracting and validating data directly from unstructured documents, transforming it into clean, structured formats ready for accounting and reporting. See AI agents in action, delivering faster reconciliations, reducing operational risk, and freeing teams from manual, error-prone processes.