Executive Vice President &
Director of Sales and Marketing
Robert O’Boyle has served as Executive Vice President and Director of Sales and Marketing of our company since March
2013. Mr. O’Boyle brings over twenty years of business development and marketing leadership experience in the financial
services industry. From 2002 until joining our company, he held several senior roles at Advent Software, Inc., including
Vice President of Solutions Marketing, Business Development and Sales for Advent’s Asset Management Group. As Vice
President of Product Marketing and Product Management of Advent’s Global Accounts Division, Mr. O’Boyle oversaw product
strategy and positioning of Advent’s global asset management and hedge fund accounting system. Previously, he led
software and service development at Solium Transcentive LLC. Mr. O’Boyle received his bachelor’s degree from the
University of Connecticut.
HFA Southeast Chapter Director
Global Managing Director of Business Development,
Apex Fund Services
Thalius has over 18 years’ experience in the Global Financial Markets with an emphasis on the Asset Management,
Private Equity, Hedge Funds, Capital Raising, Emerging Managers and Technology Platforms. Throughout his career
he has established strong relationships globally with all major Banks, Brokerages, and Legal firms. Thalius
joined Apex in 2009 and has been part of the growth from AUM$6B to in excess of USD$25B. He relocated in 2012
to Florida to lead the development growth of the business in North and South America. He has been instrumental
in promoting Florida as a state of choice to the world of Finance with the famous headline in the NY Post –
“Wall Street Flees NY for Tax Free Florida”. Thalius has appeared on CNBC, FOX Business and been working
closely with Governor Scott and the BDB board of Palm Beach and the Broward Alliance. He was recently appointed
as Director of the Hedge Funds Association of Florida.
Chris Calise is responsible for setting the strategic vision for Crown Global as well as overseeing its
day-to-day management, including operations and sales. He also works closely with both internal and external
sales and marketing in the development of new product initiatives, as well as evaluating new markets.
Prior to joining Crown Global, Mr. Calise was a principal at LSC Investors, LLC, which advised The Second City,
Inc. and Narciso Rodriguez and restructured Phillips de Pury & Luxembourg, the world's third largest
auction house. Prior to LSC, he was an associate with Crown Capital Group, Inc.; a private equity investment
firm focused on assisting middle-market companies build value over the long term and was one of the founding
members of Fresh Direct, LLC. Mr. Calise was also a consultant with the Industrial Products Group at
PriceWaterhouse in its Chicago office.
Scott R. MacLeod
Scott R. MacLeod focuses his practice on investment fund matters. He represents investment advisers, banks and
related investment management clients in hedge fund, mutual fund, private equity and venture capital fund, and
bank collective and common trust fund matters. Scott is experienced advising SEC and state-registered and
exempt investment advisers in virtually all aspects of regulatory and fiduciary issues related to the Investment
Advisers Act of 1940. He advises clients regarding mergers and acquisitions, client contracts, disclosure
documents, inspections and enforcement proceedings, compliance, SEC filings, ERISA rules in relation to
pension advisers, soft dollar and custody matters, wrap accounts, and investment performance advertising and
Scott is experienced with onshore and offshore hedge funds and private equity funds. He advises clients on the
creation of master-feeder funds, registered hedge funds, insurance dedicated funds and funds of funds. Scott
assists clients with a variety of private fund matters, including: drafting, reviewing or addressing structural
issues, term sheets, private placement memoranda, partnership or operating agreements and investor subscription
agreements; advising regarding applicable state and federal securities laws; negotiating with investors'
counsel; drafting fund contracts with service providers; negotiating and forming the operating agreement for
the fund manager; addressing broker/dealer issues related to fund sales; restructuring or renegotiating
documentation as needed; and assisting with investor correspondence.
Senior Sales Vice President, Affluent Markets Group,
Zurich Global Life North America
Robert Beauchamp is the Senior Sales Vice President for the Affluent Markets Group of Zurich Global Life North
America. Zurich Global Life North America is a part of the Zurich Insurance Group, one of the world’s largest
insurance groups. Zurich Insurance Group is a leading multi-line insurer that serves its customers in global
and local markets. With more than 55,000 employees, it provides a wide range of general insurance and life
insurance products and services. Zurich’s customers include individuals, small businesses, and mid-sized and
large companies, including multinational corporations, in more than 170 countries.
Mr. Beauchamp is responsible for the sales activities for private placement life insurance and annuity
strategies. He also is a frequent speaker on life insurance matters and has been quoted in major financial
Deirdre E. Fortune
Investment Management and Funds
Deirdre is a tax partner in KPMG’s Investment Management and Funds practice. She has over 12 years of experience
focusing on the tax needs of U.S. and non-U.S registered and unregistered funds including hedge fund, private equity
fund, mutual fund and business development company clients. She also has extensive experience in various fund structures
including, but not limited to, master-feeder structures, multistrategy, registered funds of hedge funds, variable
annuity funds and fund of funds. She has an in-depth knowledge of the taxation of various financial products as well as
the tax and informational reporting requirements of the funds to the taxing authorities and their investors.
Deirdre also has experience on international, state, and local tax-related matters such as, but not limited to,
withholding taxes, nexus issues, and various other filings requirements. Before relocating to the New York office,
Deirdre worked with financial services clients in KPMG’s Dublin office for three years. Deirdre is an Irish chartered
accountant and a New York State certified public accountant. Deirdre received her BA degree in Business and Legal '
Studies and her Master of Accounting from University College Dublin.
Moderator: James Meehan
Compass Capital Advisors
James E. Meehan has spent his career in executive leadership and legal counsel positions with international
investment and insurance organizations. Most notably, in 1994 he was named Managing Director and Counsel in
the Corporate Trust Division of Coutts & Co. (Nassau, Bahamas), Cantor Fitzgerald and NewOak Capital prior
to co-founding formed Rubicon Risk Analytics LLC, as Managing Principal. Ceded and sponsored by global
institutions, the firm executed on a hedge fund hybrid strategy combining non-correlated cash flows/credit
risk with longevity instruments. It had active book in excess of $6 billion covering most classes of CRE
investment-grade exposures hedged by longevity derivatives. In the coarse of his career, Mr. Meehan has
placed asset manager and investors in a variety of private place insurance products.
Today, Mr. Meehan is Managing Principal of Compass Capital Advisors LLC, providing structuring and ongoing
services covering PPVA, PPLI, captive insurance, fund creation and other vehicles for alternative assets and
tax efficient planning.
Mr. Meehan earned his BA, Liberal Arts (Honors with Distinction) from the University of Alberta, and a
combined MBA with LLB/JD International Program from the Universities of Alberta and Dalhousie School of Law.