Gary S. Kaminsky is a principal with the Business Advisory Services Group at Rothstein Kass. He has over 25 years of experience in the securities industry, particularly with issues relating to the legal/compliance and operational infrastructure of alternative investment companies. Mr. Kaminsky works with investment management clients, including hedge funds, private equity funds and brokerdealers, to advise on regulatory/compliance issues and conduct independent reviews of operations and optimize reporting processes. He also assists in the development and maintenance of effective enterprise risk management systems that facilitate compliance with existing and new regulatory guidelines.

Gary began his career in the financial services sector as senior counsel in the Enforcement Division of the U.S. Securities and Exchange Commission (SEC). Subsequently, Mr. Kaminsky was founder and CEO of GSK Consulting, LLC, where he provided expertise in the establishment, maintenance and ongoing oversight of fund management infrastructure and systems. He has also served as co-founder, principal, COO, CCO and general counsel for two hedge fund management companies, Rose Glen Capital Group, Inc. and Rock Hill Partners, LLC. Prior to launching those funds, Mr. Kaminsky was Director of Compliance and Counsel for Susquehanna Investment Group, after having served as a white collar defense and regulatory attorney at Dechert, Price & Rhoads.

Mr. Kaminsky received a Bachelor of Arts degree from the University of North Carolina at Chapel Hill, and his Juris Doctor from the State University of New York at Buffalo.

Back to top

Zachary Karabell is President of River Twice Research, an independent economic research and consulting company, and River Twice Capital Advisors, a money management firm. Previously, he was Executive Vice President, Chief Economist, and Head of Marketing at Fred Alger Management, a New York-based investment firm that manages approximately $15 billion in mutual funds and institutional accounts. He was also President of Fred Alger & Company, a broker-dealer; Portfolio Manager of the 5-star China-U.S. Growth Fund (CHUSX); and Executive Vice President of Alger’s Spectra Funds, a no-load family of mutual funds that managed the $30 million Spectra Green Fund. At Alger, he oversaw the creation, launch and marketing of several funds, led corporate strategy for strategic acquisitions, and represented the firm at public forums and in the media. Educated at Columbia, Oxford and Harvard, where he received his Ph.D., Karabell has taught at several leading universities, including Harvard and Dartmouth, and has written widely on economics, investing, history and international relations. He is the author of eleven books, including The Last Campaign: How Harry Truman Won the 1948 Election (which won the Chicago Tribune Heartland Award for best non-fiction book of the year in 2000); Superfusion: How China and America Became One Economy and Why The Worlds Prosperity Depends On It (Simon & Schuster, 2009); and most recently, Sustainable Excellence: The Future of Business in the 21st Century, co-authored with Aron Cramer, published by Rodale in October 2010. His next book, The Leading Indicators, will be published by Simon & Schuster in early 2014. He sits on the board of the New America Foundation, the Carnegie Council on Ethics and the World Policy Institute, and in 2003, the World Economic Forum designated him a "Global Leader for Tomorrow." He is a Senior Advisor for BSR, a membership organization that works with global corporations on issues of sustainability. He is also a regular commentator on CNBC and MSNBC, a columnist for Reuters and The Atlantic, Contributing Editor for The Daily Beast, and has written for such publications as The Washington Post, Time Magazine, The Wall Street Journal, The Los Angeles Times, The New York Times, The Financial Times, and Foreign Affairs.

Back to top

Mr. Dimitris Kavalekas is a Senior Investment Professional at a single family office that he joined in 2009 when the family office was formed. Prior to that, Dimitris was a Senior Investment Professional at Magnum Global Investments - a fund of hedge funds/single family office.

Mr. Kavalekas’ work focuses on traditional and alternative investments: long-only fixed income and equities, hedge funds, private equity, and real estate. His work also encompasses portfolio construction and management, quantitative research and analysis, and manager and investments selection across asset classes.

Mr. Kavalekas has also worked on sourcing, negotiating and executing secondary transactions, seeding hedge funds, constructing fund of hedge funds, and working with clients to meet their specific investment requirements and needs.

Mr. Kavalekas holds a Bachelor’s of Science degree in Mechanical Engineering from Tufts University, a Master’s of Science degree in Fluid Mechanics and an MBA from the University of Miami.

Back to top

Kevin M. Kelcourse is an Assistant Director in the Asset Management Unit of the Enforcement Division at the U.S. Securities & Exchange Commission's Boston Regional Office. He investigates and litigates various matters involving violations or potential violations of federal securities laws. During his 13-plus years at the SEC, he has worked on a wide variety of matters, including hedge funds, mutual funds, investment advisers, insider trading, financial fraud, municipal securities, and mutual bank conversions.

Prior to joining the SEC, Kelcourse was a federal prosecutor with the Justice Department in Washington, D.C., where he prosecuted numerous tax and other types of fraud cases and worked on the DOJ's Campaign Finance Task Force. Prior to that, he spent five years working for O'Melveny & Myers as an associate in Washington, DC. Kelcourse is a graduate of Georgetown University Law Center and Georgetown University.

Back to top

Mr. Roman Khlupin is Chief Investment Officer of a single family office that was established in 2009. Prior to joining the family office, Roman was Director at Rockefeller & Co. in New York where he was a member of the firm’s asset allocation committee and worked with high net worth families and private foundations. Roman’s work also focused on investments in private equity funds, real estate funds, hedge funds, and long only strategies, as well as quantitative modeling of asset classes. Prior to joining Rockefeller, Roman was Vice President with JPMorgan Private Bank where he advised clients on portfolio structuring, manager selection, derivatives, and estate planning strategies. Roman has a Bachelor of Science degree from Tomsk Polytechnic University in Siberia, an MBA from The Ohio State University, and a Masters in Space Studies from University of North Dakota.

Back to top

A career diplomat, Mr Knebeler took his position as Consul General and Executive Director of the Luxembourg Trade & Investment Office of Luxembourg in New York City in September 2012.

From his base in New York, he aims not only to maintain the links with a large community of US investors in Luxembourg, but also to reach out to companies who have yet to discover one of the most business-friendly jurisdictions in Europe. Prior to this posting, Mr Knebeler was seconded for 8 years to the Ministry of the Economy and Foreign Trade in Luxembourg where he acted as Director General for Trade & Investment Promotion and reported directly to the Minister. Mr Knebeler served on the board of directors of a number of organizations, amongst which Cargolux International Airlines and Enovos International, a utility with a pan-European portfolio focussing on electricity and gas. Working for over 10 years with emerging markets, Mr Knebeler has in depth knowledge of the politics and economics of Russia, China and the Arabian Gulf.

Mr Knebeler was educated at the London School of Economics & Political Science and the French senior civil service college, the Ecole Nationale d'Administration, gaining a BSc in Government & Law and a postgraduate diploma in Public Administration. In 2012, Mr Knebeler participated in the Senior Managers in Government programme at Harvard University’s JFK School of Government.

Back to top

Alan Kufeld is a principal based in Rothstein Kass’ New York office. As a member of Rothstein Kass’ Family Office Group, Alan specializes in income and estate tax planning, wealth preservation and Federal, state and local tax compliance including audit defense, for high-net-worth individuals. He also has extensive experience in the areas of retirement and education planning, including 529 plans and related education tax benefits. Additionally, Alan assists wealthy families to minimize their overall tax burden by recommending appropriate income and estate planning techniques that will preserve capital for multiple generations. He focuses on the tax-efficient transfer of family assets and businesses, and helps families promote their philanthropic objectives through planned giving, charitable lead and remainder trusts, and family foundations.

Mr. Kufeld also advises entertainers as well as business owners and executives from a wide range of industries, including financial services, garment, professional services, entertainment and technology. Mr. Kufeld is a frequent speaker and has lectured in front of tax professionals and organizations such as the Financial Planning Association (FPA), and he has authored numerous articles for professional publications.

Prior to joining Rothstein Kass, Mr. Kufeld was a managing director in the tax department at RSM McGladrey in New York. Alan received a Bachelor of Science degree in accounting from Brooklyn College and a Master of Science degree in taxation from Pace University. He is a member of the New York State Society of Certified Public Accountants (NYSSCPA) and the American Institute of Certified Public Accountants (AICPA). Mr. Kufeld is a certified public accountant in New York.

Back to top