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

• Financial Statement Audits
• Operational Consulting
• Risk Management Consulting
• Regulatory Consulting

David has sixteen years of experience focused within the financial services industry. He has 13 years of public accounting experience, including three years as an audit partner in a national accounting firm. In addition to the above, David also has experience performing risk management engagements, primarily to leading Mexican banks related to the trading of derivatives. David’s prior experience includes holding chief financial officer positions with various companies in the financial services industry including a multi-strategy domestic and international hedge fund.

Additionally, David is one of three individuals within the firm recognized as an industry expert.

Professional Affiliations
David is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants (AICPA) and the Illinois CPA Society. David previously served as Chairman of the Futures, Securities and Derivatives Special Interest Group of the Illinois CPA Society.

Community Involvement
David is currently a member of the Executive Committee and Treasurer of The Leukemia Research Foundation.

Education
David is a graduate of Indiana University-Bloomington with a Bachelor of Science degree in Finance.

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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.

Greg’s subsequent experience as an executive with various high-growth and investment companies includes

extensive financial systems implementation and management. He previously managed the acquisitions team of an automotive industry consolidator and held the CFO position at a number of technology companies. He pioneered Vantage’s unique, modular software-model which has been adopted by many of the largest and most prestigious private investment firms worldwide.

A successful entrepreneur, Greg founded and sold a tutoring agency which employed 65 professionals. Greg has occasionally lectured in Finance for the Technology Capital Network at MIT and is a frequent guest speaker at investment industry conferences.

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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.

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David Tom joined VCFA in 2006 and primarily focuses on the sourcing of secondary purchase opportunities. Prior to joining VCFA, Mr. Tom was a consultant with Dynasty Capital Services, a financial advisory firm that focuses on Asian Markets.

Mr. Tom began his career as an Investment Banker in the Goldman Sachs High Technology Group, where he participated in M&A transactions and equity offerings from 1998 - 2000. He also served in the strategic planning group of Sphera Optical Networks, a venture-backed telecommunications start-up.

Mr. Tom graduated Phi Beta Kappa from Brown University and received an M.B.A. from Harvard Business School. As an undergraduate, Mr. Tom was the founder and Editor-In-Chief of Around & About Providence: The Unofficial Guide to Brown and Beyond published in the Summer of 1998 and awarded five stars on Amazon.com. At Harvard, Mr. Tom was a runner-up in the HBS Business Plan Competition. Mr. Tom is also a CFA charterholder. Mr. Tom is also a contributor to PEHub.com.

Contact Information:
Phone: 212.838.5577
Email: