AKSIA - Key Persons

Adam Saks - CFO

Job Titles:

CFO
Member of the Internal Operations Leadership Team

As CFO, Adam is responsible for Aksia's financial management and reporting. Adam manages the budgeting and planning, forecasting, financial modeling and reporting. Prior to joining Aksia in 2022, Adam was the Executive Director of Corporate Finance and Head of Financial Planning and Analysis at Perella Weinberg Partners, where he oversaw strategic planning and operating initiatives and worked closely with senior management to support enterprise-wide decision making. Before that, Adam was the Vice President of Financial Planning and Analysis at Fortress Investment Group. He started his career as a Business Analyst at OpenSky Inc., which was later acquired by Alibaba. Throughout his career, Adam has been tasked with spearheading special projects, advising senior leadership regarding financial and strategic decisions, and assisting his employers with undertaking both a SPAC merger and a public-to-private transaction. Adam graduated from the University of Wisconsin - Madison with a BBA in Finance, Investment and Banking.

Afolabi Oliver

Job Titles:

Director
Director, Operational Due Diligence & Responsible Investing
Director, Responsible Investing

Afolabi is a Director on the Operational Due Diligence team and has over 15 years of industry experience. His responsibilities include performing operational due diligence on European alternative investments, as well as performing ad-hoc operational due diligence requests. Afolabi is responsible for overseeing Aksia's Responsible Investing research framework and supporting the integration of Responsible Investing considerations, as relevant, across Aksia's core processes. Prior to joining Aksia in 2014, Afolabi was a Business Services Senior at Lubbock Fine Chartered Accountants in London, where he provided outsourced accounting services and liaised with auditors for an alternative investment manager, among other clients. During his four years at Lubbock Fine, Afolabi also worked within the audit and non-assurance departments. Afolabi began his accounting career at Ladimeji & Co, an international tax practice in London. Prior to Ladimeji & Co., he was a Senior Editor at LexisNexis UK in London for three years. Afolabi graduated from Trinity Hall College, Cambridge University with a BA in Land Economy and is a Chartered Accountant (ACA) in the Institute of Chartered Accountants in England and Wales (ICAEW).

Aksia America

Job Titles:

Member of the Internal Operations Leadership Team

Alex Dauria

Job Titles:

Senior Portfolio Advisor

As a Senior Portfolio Advisor, Alex is a member of the Portfolio Advisory team in the Americas responsible for their alternative investment programs. Alex also focuses on business development efforts and marketing initiatives within North America. Prior to joining Aksia in 2021, Alex was a Director in the Capital Formation group at Castlelake, and previously was a Vice President on the Investor Relations team at Bain Capital Credit. Prior to that, he was a Consultant Relations Analyst at Loomis, Sayles & Company. Alex started his career in 2010 at Cambridge Associates. Alex graduated from the Wake Forest University with a BA in Economics.

Alex Goldman - SVP

Job Titles:

Member of the Investment Research & Risk Management Leadership Team
Senior Vice President
Senior Vice President, Investment Research

Alex is a Senior Vice President on the Investment Research team with a focus on private credit investments. He is involved in all phases of the investment research process, including sourcing, due diligence, and monitoring. Prior to joining Aksia in 2022, Alex was a Director of Private Investments at SCS Financial where he assisted with leading the firm's private credit investment program, with a focus on sourcing, diligence, and monitoring primary fund commitments. Alex also supported all phases of the investment process for the firm's private equity program across primary funds, secondaries, and co-investments. Prior to his departure, Alex served on the advisory board of multiple private credit managers. Alex graduated summa cum laude from Babson College with a BS in Business Management. He is a CFA charterholder.

Alex Panagiotidis

Job Titles:

Partner
Europe Operations Manager

Alex has over 18 years of financial markets and operations experience and is the Europe Operations Manager, where he oversees the overall management of Aksia business operations in the region. He is responsible for the preparation of operational budgets, supervision of staff, and oversight of technology infrastructure. Since the formation of Aksia, Alex has been integral to the development of Aksia's quantitative framework and risk analysis tools, and Aksia's proprietary online portal, MAX. Prior to joining Aksia, he was an Analyst in the Alternative Capital Division at Credit Suisse. Alex graduated from the Wharton School at the University of Pennsylvania with a BS in Economics.

Andrew Huang

Job Titles:

CA ( SA
Head of Valuations

Andrew is the Head of Valuations and is responsible for valuations of private market assets. Andrew also works with Aksia clients to better understand valuation implications in their portfolios and oversees risk monitoring implications with respect to macro valuation changes. Prior to joining Aksia in 2023, Andrew was a Vice President at Oak Hill Advisors, LP, where he had primary responsibility over private credit valuations across the portfolio. Before that he spent over 5 years at Deloitte & Touche, LLP in New York and prior to that he spent over 4 years at Deloitte and Touche Consulting in South Africa. Andrew graduated from the University of Johannesburg with a BCom in Accounting. He is a Chartered Accountant (CA) of the South African Institute of Chartered Accountants (SAICA) and is also a CPA in the State of Virginia.

Androniki Vlachou

Job Titles:

Director
Member of the Operational Due Diligence Leadership Team
Director, Operational Due Diligence

Androniki is a Director on the Operational Due Diligence team and has over 6 years of industry experience. Her responsibilities include legal document reviews of alternative investments in addition to performing ad-hoc operational due diligence requests across Aksia's global offices. Androniki joined Aksia in 2017 and graduated from the University of Piraeus with a BS in Economics. She holds an MSc in Accounting and Finance from Athens University of Economics and Business.

Antonis Antypas - Managing Director

Job Titles:

Managing Director
Member of the Investment Research & Risk Management Leadership Team
Managing Director and Global Head of Analytics

Antonis is a Managing Director and Global Head of Analytics and has over 15 years of industry experience. He leads the development and management of a range of business processes, focusing on the creation of high-quality analytics for business functions like portfolio accounting, quantitative analytics and data quality assurance. Prior to joining Aksia in 2011, Antonis was an Associate at Eurobank EFG Asset Management, where he was involved in a series of projects on optimal asset allocation, foreign exchange trading, and mutual fund performance evaluation.

Bailey Somers - Chief Compliance Officer, Managing Director

Job Titles:

Chief Compliance Officer
Managing Director
Member of the Internal Operations Leadership Team

As Managing Director, Chief Compliance Officer, Bailey is responsible for the implementation and oversight of Aksia's compliance program. Prior to joining Aksia in 2017, Bailey worked at Citadel LLC, where she served as the Director of Data Compliance and Associate Deputy Chief Compliance Officer of the firm's fundamental equities businesses. Before that, Bailey worked as both a Compliance Analyst and Counsel at Two Sigma Investments. Bailey graduated from Georgetown University with a BS in International Politics and she received a JD from Brooklyn Law School. Bailey is admitted to the New York bar.

Ben Bronson - Managing Director

Job Titles:

Managing Director
Managing Director on the Portfolio Advisory Team

Ben is a Managing Director on the Portfolio Advisory team and has over 19 years of experience in alternative investments. He is responsible for alternative investment programs in the Americas and focuses on portfolio construction and manager selection, providing customized investment recommendations and regular portfolio updates across alternative investment programs. Prior to joining Aksia in 2022, Ben was a Director of Liquid Strategies at Fire and Police Pension Association of Colorado ("FPPA"), where he led the organization's investments across public equity, fixed income, and hedge fund asset classes. In addition to investing, Ben worked closely with FPPA's governance structures on a number of strategic topics including plan design, asset allocation, capital market assumption setting, asset/liability studies, macroeconomic research, as well as a range of asset class-related educational subjects. Before joining FPPA, Ben was a Senior Research Analyst at Charles Schwab Investment Advisory and prior to that he was an Investment Officer at Highlander Wealth Services LLC. Ben started his career as an Analyst at Tactical Allocation Services LLC. Ben graduated from the University of Colorado, Boulder with a BA in Psychology. He is a CFA charterholder and holds the CAIA designation. In 2021, Ben was recognized as a Rising Star by Institutional Investor and was named in the Class of 2021 NextGens by Chief Investment Officer.

Brian Goldberg

Job Titles:

Partner
Head of Event Driven & Multi - Strategy

Brian is Head of Event Driven and Multi-Strategy and has over 17 years of industry experience. He manages the teams responsible for sourcing, conducting due diligence, evaluating and monitoring funds in the event driven and multi-strategy sectors. Prior to joining Aksia in 2011, Brian was an execution trader for a high-frequency equity group at SAC Capital Advisors, where he was responsible for the group's domestic and international trading activity. Before that, Brian worked as a research analyst and salesperson at GFI Group where he generated actionable equity trading ideas based on movements in related credit instruments. Brian graduated from Cornell University with a BS in Policy Analysis and Management. He is a CFA charterholder. In 2015, he was recognized as a Rising Star of Hedge Funds by Institutional Investor.

Charlie Thompson

Job Titles:

Director
CAIA

Charlie is a Director on the Operational Due Diligence team and has over 10 years of industry experience. His responsibilities include conducting operational due diligence on alternative investments in addition to performing ad-hoc operational due diligence requests across Aksia's global offices.

Chau Ly

Job Titles:

Co - Head of Aksia Hong Kong Office
Managing Director, Co - Head of Hong Kong Office

Chau is Co-Head of Aksia Hong Kong Office and has over 18 years of advisory and alternatives investment experience. She is responsible for alternative investment programs in Asia and focuses on portfolio construction and manager selection, providing customized investment recommendations and regular portfolio updates across alternative investment programs. She is also responsible for sourcing, conducting research, and evaluating managers across Asia private equity and venture capital. Prior to joining Aksia in 2022, Chau was a Senior Investment Specialist, Private Markets at abrdn, where she led private markets distribution efforts in Asia Pacific. Before that, she was a Director of Client Service at FLAG Capital where she covered existing client relationships and new business development as well as private equity fund investments in Southeast Asia. Prior to that, she was a Director of Business Development and Investor Relations at Squadron Capital. She held previous investment roles in private equity at Siguler Guff & Company and WestLB Mellon Asset Management. Chau started her career at PricewaterhouseCoopers in financial advisory services. Chau graduated with distinction from the University of California, Berkeley with a BA in Economics and holds an MBA in Analytic Finance and Accounting from the University of Chicago Booth School of Business.

Chris Conneely

Job Titles:

Director
Member of the Operational Due Diligence Leadership Team
Director, Operational Due Diligence

Chris is a Director on the Operational Due Diligence team and has over 24 years of industry experience including more than 17 years of experience in CFO and/or CCO roles. His responsibilities include conducting operational due diligence on alternative investments in addition to performing ad-hoc operational due diligence requests across Aksia's global offices. Prior to joining Aksia in 2022, Chris was the CFO at X-Caliber Funding LLC. Previously he was the CFO and CCO at Wolfe Advisors, LP, Elm Ridge Management LLC and PineView Asset Management, LP. Chris started his career as a Senior Tax Accountant at Richard A. Eisner & Company (n/k/a EisnerAmper LLP). Chris graduated from Villanova University with a BS in Accounting and is a CPA in the State of New York.

Chris Thorne - Managing Director

Job Titles:

Managing Director
Member of the Investment Research & Risk Management Leadership Team
Managing Director, Head of European Private Equity

Chris is a Managing Director on the Investment Research team and has over 18 years of experience investing capital across the European and U.S. private equity markets, and over 28 years of industry experience including his advisory roles. He is involved in all phases of the investment process including sourcing, due diligence, monitoring and assisting the Portfolio Advisory team. Prior to joining Aksia in 2021, Chris was a Managing Director and day to day responsible for European primary private equity funds and syndicated co-investments at Temasek in London for seven years. Before that, he was a Senior Investment Professional at BlackRock PEP for eight years. Prior to that, Chris was on the Corporate Finance Private Equity Advisory team at PwC in London, with secondments to Brussels and Frankfurt. Chris graduated with a BEng in Civil Engineering from Swansea University and holds an MSc in Management Science from Warwick Business School. He is a Fellow Chartered Accountant (FCA) in the Institute of Chartered Accountants in England and Wales (ICAEW).

Clifton Ramsundar - Managing Director

Job Titles:

Managing Director
Member of the Internal Operations Leadership Team
Managing Director, Head of Information Technology

As Head of Information Technology, Clifton and his team of IT professionals are responsible for maintaining Aksia's global technology infrastructure and developing Aksia's research platforms. Clifton has led the IT team in expanding the capabilities of Aksia's proprietary online platform, MAX, and migrating existing on-premises infrastructure to cloud based providers. Prior to joining Aksia in 2007, Clifton worked as the Chief Technical Officer for Jamali Garden Supplies where he led the development of the website, steered online advertising initiatives and integrated inventory and third-party shipping agents into their workflow. Clifton graduated from Rensselaer Polytechnic Institute with a BS in Information Technology.

Constantinos Kotsogiannis

Job Titles:

Senior Client Operations Manager

Craig Occhialini - COO

Job Titles:

Director of Operations
Member of the Internal Operations Leadership Team

Daisy Da

Job Titles:

Co - Head of Client Ops HFs

Dan Quiat - Managing Director

Job Titles:

Managing Director
Member of the Investment Research & Risk Management Leadership Team

David Sheng - Managing Director

Job Titles:

Managing Director
Member of the Portfolio Advisory Leadership Team
Managing Director on the Portfolio Advisory Team
Managing Director, Portfolio Advisory

David is a Managing Director on the Portfolio Advisory team and has over 17 years of experience in alternative investments. He is responsible for alternative investment programs in the Americas, including portfolio management and construction, as well as manager evaluation. David also focuses on business development efforts and marketing initiatives across North America. Prior to joining Aksia in 2018, David was a Senior Manager Research Analyst at Man FRM focused on sourcing and evaluating alternatives strategies, as well as active portfolio management. Prior to Man FRM, David was a Vice President within the Institutional Sales and Trading business at HSBC, and before that he worked at Morgan Stanley, where he covered institutional clients across the hedge fund, asset management, and sovereign wealth fund universe, with a focus on fixed income and foreign exchange. David graduated from Princeton University with a BA in Economics and holds an MBA from Columbia University. In 2023, David was recognized as a Knowledge Broker by Chief Investment Officer.

Dawn Norris

Job Titles:

Director
Member of the Operational Due Diligence Leadership Team
Director, Operational Due Diligence

Dawn is a Director on the Operational Due Diligence team and has over 22 years of industry experience. Her responsibilities include legal document reviews of alternative investments in addition to performing ad-hoc operational due diligence requests across Aksia's global offices. Prior to joining Aksia in 2008, Dawn was an Administrative Assistant at Eugene Simonoff & Associates, Inc. Before that, Dawn was a Litigation Paralegal at Morrison Cohen Singer & Weinstein, where she assisted in all aspects of case management and trial preparation. Prior to that, Dawn was a Litigation Paralegal at Miller & Wrubel PC. Dawn graduated from Jacksonville State University with a BS in Psychology.

Dayen Chauhan

Job Titles:

Senior Portfolio Advisor

As a Senior Portfolio Advisor, Dayen is part of the Portfolio Advisory team responsible for alternative investments in Europe and the Middle East with a focus on portfolio construction and strategy allocation. He supports investment processes, manager sourcing and selection, portfolio analysis and implementation, as well as governance management and reporting. Prior to joining Aksia in 2021, Dayen spent over seven years at Lloyds Banking Group. There, he held several roles, with the most recent being a Senior Investment Analyst, where he was responsible for the investment manager research, selection and implementation of the pension schemes' return seeking and growth asset classes (public equities, private equity, hedge funds and real assets) and provided support on sub-investment grade credit allocations. Dayen graduated from the University of Birmingham with a BS in Accounting and Finance with first class honors and an MSc in Investments with distinction. He is a CFA charterholder and a Chartered Accountant (ACA) in the Institute of Chartered Accountants in England and Wales (ICAEW).

Deepika Kohli

Job Titles:

Senior Portfolio Advisor

As a Senior Portfolio Advisor, Deepika is part of the Portfolio Advisory team responsible for alternative investments in Europe and the Middle East with a focus on portfolio construction and strategy allocation. She supports investment processes, manager sourcing and selection, portfolio analysis and implementation, as well as governance management and reporting. Prior to joining Aksia in 2023, Deepika was a Portfolio Manager at Massar Investments Ltd., DIFC, Dubai where she was primarily involved in building the primary markets program of the family office. Before that she was an Investment Manager at Abu Dhabi National Insurance Co., mainly allocating capital across -global public and private markets. Prior to this role she was an Associate, Asset Management at Mashreq Bank, Dubai. Deepika started her career as an Analyst, Investment Banking Department at UBS India and as a Senior Analyst (Investment Banking), at Copal Research India Pvt. Ltd. Deepika graduated with honors from the GGDSD College with a Bachelor of Commerce, Business Finance and Accounting and holds an MBA International Business and Finance from the Amity International Business School.

Dimitra Lianou

Job Titles:

Director
Member of the Operational Due Diligence Leadership Team
Director, Operational Due Diligence

Dimitra is a Director on the Operational Due Diligence team and has over 9 years of industry experience. Her responsibilities include financial statement reviews of alternative investments in addition to performing ad-hoc operational due diligence requests across Aksia's global offices. Prior to joining Aksia in 2014, Dimitra was an assistant in a real estate agency and was a private tutor teaching accounting and finance to undergraduate students. Dimitra graduated from Athens University of Economics and Business with a BS in Accounting and Finance and holds an MSc in Banking and Financial Management from the University of Piraeus.

Elena Gkova

Job Titles:

Director
Member of the Operational Due Diligence Leadership Team

Ellen Lu - Managing Director

Job Titles:

Managing Director
Member of the Client Operations Leadership Team
Managing Director on the Client Operations Team
Managing Director, Client Operations

Ellen is a Managing Director on the Client Operations team and has over 19 years of financial services and accounting experience with a focus on alternative investments. She specializes in operation, accounting and reporting of the private markets sector including onboarding, specialized reporting, performance measurement and investment operations analytics. In addition to working with GPs, Ellen works with product service providers including custodians, administrators, credit facility providers, FX counterparties, auditors and tax service providers along with funds' legal teams to provide a comprehensive middle-office solution. Prior to joining Aksia in 2018, Ellen was a Senior Manager at SANNE, a fund administration company, where she was responsible for the accounting, reporting and oversight of multiple private equity funds with an asset value of $3.5 billion. Prior to SANNE, Ellen was an Associate at MSD Capital where she worked in the fund accounting group responsible for the accounting and financial reporting of real estate, private equity, fund of funds, and public trading portfolios. Prior to MSD, Ellen worked at Lehman Brothers, where she was responsible for the accounting and financial reporting of a global private equity fund and all related entities with $2 billion under management. Ellen started her career with Ernst & Young in 2004 as an auditor. Ellen graduated from Nankai University with a BA in International Trade and with an MA in Economics. She holds an MSc in Accounting from Baruch College and is a CPA in the State of New York.

Filip Malaric - SVP

Job Titles:

Member of the Investment Research & Risk Management Leadership Team
Senior Vice President

George Evans - Managing Director

Job Titles:

Managing Director
Member of the Investment Research & Risk Management Leadership Team
Managing Director, Relative Value Sector Head

George is a Managing Director on the Investment Research team and has over 15 years of experience in alternative investments. He is responsible for sourcing, conducting investment research, and evaluating managers across relative value strategies. Prior to joining Aksia in 2019, George was a Strategy Head focusing on global macro & trading strategies at UBP Asset Management where he was responsible for sourcing and due diligence across discretionary global macro, fixed income arbitrage and commodity strategies. Before that, George worked as a research analyst at Ermitage UK Ltd. where he focused mostly on long/short equity strategies in Europe. George graduated from Bayes Business School, City, University of London with a BS in Banking and International Finance. He is a CFA charterholder.

Graham Kimber

Job Titles:

Senior Portfolio Advisor

As a Senior Portfolio Advisor, Graham is part of the Portfolio Advisory team responsible for alternative investments in Europe and the Middle East with a focus on portfolio construction and strategy allocation. He supports investment processes, manager sourcing and selection, portfolio analysis and implementation, as well as governance management and reporting. Prior to joining Aksia in 2020, Graham held several roles at Aon. In his most recent role, he was a Portfolio Manager focusing on illiquid alternatives and managing a multi-asset portfolio. Graham graduated from the University of York with a BS in Economics. He is a CFA charterholder and holds the CAIA designation.

Harry Seplowitz - Managing Director

Job Titles:

Managing Director
Member of the Portfolio Advisory Leadership Team
Managing Director on the Portfolio Advisory Team
Managing Director, Portfolio Advisory

Harry is a Managing Director on the Portfolio Advisory team. He is responsible for alternative investment programs in Europe and the Middle East, focusing on portfolio construction, manager selection, and providing customized investment recommendations. Harry also plays an integral role in the development and deployment of MAX, Aksia's proprietary online portal. Prior to joining Aksia in 2013, Harry worked at Ernst & Young's Financial Services Office in New York, where he participated in audit and advisory engagements with global banking institutions within the firm's Banking & Capital Markets group. Harry graduated from the University of Michigan with a BA and holds a Master in Accounting from the Stephen M. Ross School of Business at the University of Michigan. Harry is a CPA (inactive).

Heidi Poon - Managing Director

Job Titles:

Managing Director
Managing Director on the Investment Research Team

Heidi is a Managing Director on the Investment Research team and has over 23 years of financial markets and investment research experience, including over 13 years primarily focused on the private markets. She is responsible for sourcing, conducting due diligence, evaluating and monitoring funds in the venture capital and growth equity sectors. Prior to Aksia's acquisition of TorreyCove Capital Partners, Heidi was a Senior Vice President, joining the firm in 2013. Prior to that, Heidi was an Investment Officer of San Jose Retirement Services' Investment Group. She was primarily responsible for the Hedge Fund, Fixed Income, and Private Equity investment activities at the city's two pension plans. Previously, Heidi was an Equity Research Analyst, covering the semiconductor industry for investment banks including Thomas Weisel Partners, Piper Jaffray and Robertson Stephens. She serves on the National Advisory Council for the Association of Asian American Investment Managers (AAAIM). Heidi graduated from Stanford University with a BS in Industrial Engineering and holds an MBA from the Wharton School at the University of Pennsylvania. She is a CFA charterholder and holds the CAIA designation. In 2021, Heidi was recognized as Consultant of the Year by Chief Investment Officer.

Jaclyn Swergold - CHRO

Job Titles:

Director of Human Resources
Member of the Internal Operations Leadership Team

Jeffrey Goldberger - Managing Director

Job Titles:

Managing Director
Member of the Investment Research & Risk Management Leadership Team
Managing Director, Head of U.S. Middle Market Buyouts

Jeffrey is a Managing Director on the Investment Research team and has over 23 years of experience in the financial markets, including over 16 years of experience in alternative investments with a primary focus in private equity. He is responsible for sourcing, conducting due diligence, evaluating and monitoring of buyout funds across the United States and Latin America. Prior to Aksia's acquisition of TorreyCove Capital Partners, Jeffrey was a Senior Vice President, joining the firm in 2011. Prior to that, Jeffrey worked in a similar capacity as a Senior Associate at PCG Asset Management. Prior to starting his career in private equity, Jeffrey worked in the public markets as an analyst on both the buy-side and the sell-side. As a generalist investor, he covered companies in a variety of different industries. Jeffrey graduated from the University of Colorado with a BA in Finance. He is a CFA charterholder.

Jim Vos - CEO

Job Titles:

Chief Executive Officer
Partner

Jim is the CEO of Aksia and has over 38 years of alternative investments, research and derivatives experience. He is responsible for the overall management of Aksia as well as the design of the firm's research and advisory processes. Prior to joining Aksia, Jim spent 20 years at Credit Suisse and was part of the Alternative Capital Division. During his time there, Jim was a member of the Portfolio Strategies group, oversaw a research desk in Tokyo, managed the firm's FLP trading desk in London and was part of the CSFP derivatives trading boutique. Jim graduated from the University of Pennsylvania with a BS in Economics. In 2009 and 2010, he was recognized as Hedge Fund Consultant of the Year by Institutional Investor. In 2016, he was recognized as Consultant of the Year by Chief Investment Officer.

Joseph Larucci

Job Titles:

Partner
Head of Equity Strategies

Joseph is Head of Equity Strategies and has over 30 years of experience in equity trading and alternative investments. He manages the team of research professionals responsible for sourcing, researching and underwriting equity strategies. Prior to joining Aksia, Joseph was a Director and Head of the Long/Short Equity team in the Alternative Capital Division at Credit Suisse. Before that, he was at Donaldson Lufkin and Jenrette Asset Management (DLJAM), which was acquired by Credit Suisse. Joseph started his career at Cowen and Company as an equity trader. Joseph graduated from New York Maritime College with a BEng in Marine Engineering.

Joshua Hemley - Managing Director

Job Titles:

Managing Director
Member of the Investment Research & Risk Management Leadership Team
Managing Director, Head of Credit Co - Investments

Josh is a Managing Director and Head of Credit Co-Investments, leading Aksia's co-investment sourcing and diligence activities. Josh is also responsible for co-leading the management of a strategic discretionary account focused on small and emerging private credit primaries and related co-investments. He has over 15 years of experience in alternative investments and serves on a number of private credit fund advisory boards. Prior to his current role, Josh was integral in developing Aksia's diligence efforts, leading efforts in private real estate credit and structured credit investments. He started his career at Aksia in 2008. Josh graduated with honors from the University of Chicago with a BA in Economics.

Kaitlin Spillane

Job Titles:

Director
Member of the Operational Due Diligence Leadership Team
Director, Operational Due Diligence

Kaitlin is a Director on the Operational Due Diligence team and has over 12 years of industry experience. Her responsibilities include conducting operational due diligence on alternative investments in addition to performing ad-hoc operational due diligence requests across Aksia's global offices. Prior to joining Aksia in 2015, Kaitlin was a Senior Associate at Orion Consultants, a management consulting firm providing fixed income market research and advisory services to the top global investment banks. Kaitlin graduated cum laude from the University of Notre Dame with a BA in Liberal Studies and Russian (dual degree) and holds an MBA from Fordham University, Gabelli School of Business.

Kara King

Job Titles:

Partner
Head of Client Operations and Risk Management

Kara is Head of Client Operations and Risk Management and has over 25 years of experience in portfolio management and reporting and over 32 years of industry experience. She oversees the teams responsible for providing middle-office operations, risk analysis and data collection. Prior to Aksia's acquisition of TorreyCove Capital Partners, Kara was a co-founder of TorreyCove Capital Partners, where she worked in a similar capacity and led the firm's Risk Management team. Prior to that, Kara was a Managing Director and Chief Compliance Officer at PCG Asset Management. Earlier, she was a Retirement Plan Consultant with U.S. Pension Services and was responsible for plan design, administration and IRS-required compliance. She also held a similar position with The Wyatt Company (now Towers Watson). Kara graduated from Eastern Illinois University with a BS in Finance. She holds an MSc in Finance from San Diego State University.

Keith Morgan - SVP

Job Titles:

Member of the Investment Research & Risk Management Leadership Team
Senior Vice President
Senior Vice President on the Investment Research Team
Senior Vice President, European Hedge Funds Strategy Head

Keith is a Senior Vice President on the Investment Research team and has over 21 years of experience in the alternative investments industry and over 25 years in the finance industry. He is responsible for leading the firm's sourcing, research and monitoring efforts for European-based managers across a range of strategies. Prior to joining Aksia in 2013, Keith worked at COMAC Capital, where his responsibilities included risk analysis and communicating the firm's investment views to clients. Before COMAC, he was with the investment group EIM, researching a broad set of hedge fund strategies. Keith started his career in investment management at Financial Risk Management ("FRM") Ltd. Keith graduated from the University of Cambridge. He is a CFA charterholder.

Kevin Hitchen - Managing Director

Job Titles:

Managing Director
Member of the Investment Research & Risk Management Leadership Team
Managing Director, Head of North American Buyouts

Kevin is a Managing Director on the Investment Research team and has over 15 years of investment experience. He leads the team responsible for sourcing, conducting research, and evaluating managers across the North American buyouts sector. Prior to Aksia's acquisition of TorreyCove Capital Partners, Kevin was a Vice President, joining the firm in 2017. Prior to that, Kevin was an Associate Portfolio Manager for GC Investment Management, an affiliate of Golub Capital, where he analyzed, monitored and valued private debt and equity investments. Kevin also previously co-founded Localstake, an online investment platform offering private market investments and held investment analyst positions with the Indiana Public Retirement System and J.P. Morgan. Kevin graduated cum laude from Butler University with a BS in Finance. He is a CFA charterholder.