The Steering Committee of the Hedge Fund CFO Association is comprised of leading Chief Financial Officers of Hedge Funds. In addition, the Steering Committee is also composed of Industry Specialists whose experience in the field provides the Association with a valuable resource in planning events.

David has over 17 years of banking experience with primarily Boston based banks in varying roles such as retail sales and service, mortgage origination, small business and professional's banking. David is a graduate of Suffolk University with a Bachelor of Science degree in Business Administration and Management.

First Republic Bank is a private bank and wealth management firm. The Bank and specialize in providing personalized, relationship-based services, including private banking, private business banking, investment management, trust, brokerage and real estate lending. First Republic Bank provides access to its services online and through preferred banking or trust offices in ten major metropolitan areas: San Francisco, Los Angeles, Santa Barbara, Newport Beach, San Diego, Las Vegas, Portland, Seattle, Boston and New York City. More information is available on the Bank's website at www.firstrepublic.com.

Ms. Philipp is a founding board member of the Hedge Fund CFO Association. An attorney at Foley Hoag, Shirin’s practice focuses in the investment management area. Ms. Philipp has significant experience representing registered and unregistered investment advisors and private investment funds, including cases dealing with formation, registrations and regulatory compliance.

Ms. Philipp serves on the Board of Directors and as a Member of the Executive Committee of Families First Parenting Programs, Inc. and as a member of the Board of Trustees of Boston Main Streets Foundation.

Shirin received her J.D., cum laude, from Boston University and her A.B., cum laude, from Dartmouth College

In addition to general accounting and auditing, financial reporting, and consulting services, Jon works closely with financial services clients on financial and regulatory compliance matters. He assists investment partnerships / companies in structuring their limited partnership agreements and offering memorandums, advising them on the accounting issues that affect their operations. He also provides consulting services to broker-dealers on various financial and regulatory matters. Jon has counseled start-up funds, working alongside attorneys, administrators and prime brokers. His clientele ranges from start ups to multi-billion dollar entities with a variety of trading strategies, including long/short equities, convertible arbitrage, fixed income, derivatives, distressed debt, private equities and proprietary traders. Jon has been involved in developing the Firm’s in-house training program for the fund and regulatory divisions of the practice.

Professional Affiliations
Jon is a member of the Illinois Certified Public Accountants Society, the American Institute of CPAs, the Securities Industry and Financial Markets Association and the Managed Futures Association. Jon is also the Chairman of the Illinois CPA Society Futures, Securities and Derivatives Special Interest Group.

Education
Jon received his bachelor’s degree in accounting and finance from Skidmore College, Saratoga Springs, New York.

Contact Information
Phone: 312.634.3351
Fax: 312.634.3410
Email:

Representative engagements and transactions have included:

• Structure fund management businesses

• Counsel principals on terms of management company partnerships
• Structure and form hedge, private equity, structured finance and hybrid funds and funds of funds
• Structure and implement scalable platforms for fund sponsors
• Restructure proprietary trading desks into investment management businesses
•Structure and negotiate seed and strategic investments
•Counsel on identification and management of conflicts of interest
•Advise on lift-outs and acquisitions of investment management businesses
•Advise on financing structures for investment funds and related regulatory issues
•Advise on regulatory and compliance issues affecting alternative investment managers
•Advise on all aspects of US banking laws that affect fund managers and funds

David is a 1993 graduate of the Brooklyn Law School where he was a Edward G. Sparer Fellow. He is a 1990 graduate of the State University of New York at Albany and was a National Merit Scholar. He speaks frequently at industry events and before regulatory agencies.

Jay Sterling is a Managing Director of Cromwell Partners. Mr. Sterling has twenty years of experience in executive search with a primary practice in the asset management and corporate financial management sectors. His recent search work in investment management has focused on recruiting Chief Operating Officers, Chief Financial Officers, Chief Compliance Officers, and senior sales professionals for startup and expanding asset management companies. His clients have included both alternative and traditional asset management firms. His corporate financial management work has included searches for senior financial executives for financial and non-financial services companies.

Mr. Sterling’s understanding and extensive network of buyers and sellers of financial services and third party providers such as accounting firms, law firms, consultants, and brokers, has allowed him to gain access and to attract a wide range of candidates throughout the United States. He began his career in executive search in 1987. Prior to 1987, Mr. Sterling worked at Dean Witter, where he managed a financial planning and analysis department and worked in securities sales and marketing. He started his career at Price Waterhouse where he was a manager on two of the firm's largest multinational clients.

Mr. Sterling is a Certified Public Accountant and an active member of a number of professional societies. He serves as treasurer and director of several non-profit organizations in the New York area, and is on the investment committee of a $110 million endowment fund. Mr. Sterling is a graduate of Denison University and received an MBA from Cornell University. He lives in Manhattan and Shelter Island, New York with his wife and two children.

Contact information:
Phone: (212) 953-3220
E-mail:

A 1975 graduate of Siena College with a B.S. in finance, Mr. Springer is an active member of the Society of Former

Special Agents of the Federal Bureau of Investigation, The Association of Certified Fraud Examiners, the Securities Industry Association-Compliance & Legal Division, the Association for Corporate Growth, the Association for Independent Private Sector Inspectors General (IPSIG), Turnaround Management Association, the American Society for Industrial Security (ASIS), and the European Venture Capital Association. He is also a frequent speaker and lecturer on private equity, capital markets, due diligence issues and corporate investigations.

Contact Information
Email:

Kathy is a Director of SEI’s Investment Manager Services Group and is primarily responsible for marketing SEI’s hedge and private equity fund services toalternative fund managers.

Prior to joining SEI in 2000, Kathy served as Vice President of a PNC Bankaffiliate, where she was responsible for marketing its mutual fund andalternatives servicing businesses. Prior thereto, Kathy served as legal counselfor its parent company, PNC Bank. Prior to joining the PNC companies,Kathy served as an associate in the Investment Management Group at Drinker Biddle& Reath, a Philadelphia law firm with one of the largest investment

management practices in the country. Kathy received her law degree from Villanova University as well as undergraduate and graduate degrees in operafrom Temple University.

Contact Information:
Phone: 610-676-1655
Email:

Sal has over 20 years of experience in the financial services industry. Prior to joining
McGladrey, he was with a Big Four accounting firm for more than 14 years, working on key alternative
investment services engagements.

Typically, Sal’s clients manage up to $6 billion in assets. He has worked with Credit Suisse First Boston,
Goldman Sachs, Ziff, Merrill Lynch, Muzinich, C-Bass, Ramius Capital and Blackstone.

Services Provided: Sal has a strong understanding of reporting, compliance monitoring, management and

incentive fees, investor capital transactions, portfolio valuation, performance measurement, and trade reconciliations. Sal has deep knowledge of investment strategies and valuation methodologies derived from his extensive experience working with hedge funds, including due diligence, and performing general and operational evaluations.

Additionally, Sal has extensive background in financial instruments, including exotic derivatives. Sal also serves as editor-in-chief of McGladrey’s “Alternative Investment Watch,” a quarterly newsletter of developments in finance for alternative investment providers.

He is a frequent speaker on various topics including FAS 157, Small Business Investment Companies (SBIC), asset backed lending and is also a resource to many trade and industry publications.

Education: Sal received his bachelor’s degree from Calcutta University (India). Professional Affiliations: Sal is a member of the New York State Society of Certified Public Accountants as well as the American Institute of CPAs. He is also a Chartered Accountant in India.

Personal: Sal lives in Long Island, N.Y., with his wife and two children.

Contact Information
Phone: 212.372.1201
Email:

Scott Alintoff is the Chief Operating Officer of SunGard VPM, a company specializing in portfolio accounting solutions for the Alternative Investments community.  He works in multiple capacities including Client Services, Project Development and oversees all aspects of the firm’s services and software development.  Scott also works closely with VPM’s clients to develop new software for the rapidly changing world of complex trading instruments including swaps, bank debt, CDS and other security types.  He has extensive knowledge of hedge fund back office operations, systems, investment products and fund structures.  He recently assisted in the creation and rollout of FAS 157 reporting and is now focused on CDS product changes affecting the marketplace. 

Scott has over 15 years of experience in the Financial Services industry.  He began his career at Ernst & Young and participated in the audits of large financial firms and worked in the M&A and bankruptcy groups.  Furthermore, Scott has worked with numerous Financial Services companies in traditional asset management roles.  Prior to joining SunGard, he worked for one of the largest options market making firms on the American Stock Exchange and was the Head of Finance for a Commodity Pool Operator.

Scott holds his Series 3, 7, 63 and 65 licenses.  He is also a licensed American Stock Exchange Market Maker.  Scott holds a BBA in Accounting from the University of Wisconsin- Madison.  He lives in New Jersey with his wife and two children.

Contact Information
Phone: 631-962-8300
Email: