Keynote: Anthony Scaramucci
Founder and Co-Managing Partner,
Anthony Scaramucci is founder and co-managing partner of SkyBridge Capital, a global alternative investment
firm with approximately $8.6 billion in assets under management and advisory as of August 31, 2013. Founded in
2005, SkyBridge serves a wide range of market participants through its investment portfolio comprised of
multi-strategy fund of hedge fund products, customized separate account portfolios and hedge fund advisory
services. The firm also produces a large, annual investment conference in the U.S. and Asia known as the
SkyBridge Alternatives (“SALT”) Conference.
A frequent commentator and speaker, Mr. Scaramucci is the author of The Little Book of Hedge Funds: What You
Need to Know About Hedge Funds but the Managers Won’t Tell You (Wiley: May 2012) and Goodbye Gordon Gekko: How
to Find Your Fortune Without Losing Your Soul (Wiley: May 2010). He is a regular contributor to CNBC.
Prior to founding SkyBridge, Mr. Scaramucci co-founded Oscar Capital Management, an investment partnership and
managed accounts business which was sold to Neuberger Berman, LLC in 2001. Upon Neuberger Berman’s sale to
Lehman Brothers in 2003, he served as a managing director in its Investment Management Division. From 1989 to
1996, Mr. Scaramucci was at Goldman Sachs & Co., where in 1993 he became a vice president in Private
Mr. Scaramucci earned a B.A. in Economics from Tufts University and a J.D. from Harvard Law School. He is a
board member of Warrior Gateway and The Brain Tumor Foundation, sits on the Board of Advisors for the School
of Arts and Sciences at Tufts University and is a member of the NYC Financial Services Advisory Committee.
Mr. Scaramucci is the recipient of the Ernst & Young Entrepreneur Of The Year® 2011 New York Award in the
Financial Services category
Evan H. Katz
Crawford Ventures, Inc.
Member, HFA Northeast Region Advisory Board
Evan Katz is Managing Director of Crawford Ventures, Inc., an alternative asset investment firm that forms, grows,
holds interests in, and raises very substantial investor capital for, compelling hedge funds and private equity
An honors graduate of The Wharton School of Business and Harvard Law School, Evan has worked on Wall Street for
more than a decade, and is highly regarded as an expert on alternative asset best practices and fundraising. He
has raised very substantial investor capital and commitments for compelling hedge funds, private equity funds, and
early stage technology and medical life sciences companies. Evan’s vast and longstanding relationships in the
global investor community include high-level relationships with more than 1,000 institutional and family office
investors worldwide, which collectively have more than $5 trillion of assets, allocate many billions of dollars to
hedge funds, and include very many prominent world-renowned endowments, single-family offices, foundations, funds
of funds, insurance companies, multi-family offices, pensions, and sovereign wealth funds.
Riveles Law Group
An honors graduate of the University of Connecticut Law School, Simon is the principal of Riveles
Law Group. The firm specializes in
structuring and advising hedge and
private equity funds, both on and offshore. The
firm works with managers pursuing the gamut of investment strategies including equities, options, futures, forex, real estate, and credit. We also assists investment advisers, commodity pool operators, commodity
trading advisers, future commission merchants and retail foreign exchange dealers in all aspects of
registration with regulatory authorities at the state, SEC and CFTC levels. The firm counsels clients on all
aspects of the changing regulatory landscape affecting private funds and their managers.
Moderator: Keith Novick
MJK Consulting Inc.
Chairman, HFA Academic Advisory Board
Keith Novick is a senior consultant for MJK Consulting. He has worked with funds on fund marketing and
formation, investment opportunity analysis, due diligence, compliance, and capital introductions. He also
works with clients on business plan development, business development, and strategic partnerships.
Prior to consulting, Keith was a senior analyst for a private equity fund manager in the alternative
investment space. His responsibilities included new investment and portfolio due diligence, presenting
operational improvement recommendations to portfolio company management, compliance, and strategic
Keith began his career as an independent commodities trader on the floor of the New York Commodities Exchange
where he traded options and futures and managed other traders.