HedgeWorld West 2013
For more information on speaking opportunities at PartnerConnect 2013
contact Mark Cecil
Tel: +1-617-856-1871 | Email: firstname.lastname@example.org
| Chris Clair
| Ricardo Cortez
| Matt Costello
Vincent Calcagno, Principal-in-Charge, Rothstein Kass
Vincent Calcagno is a member of Rothstein Kassí Executive Committee and Principal-in-
Charge of the Firmís Beverly Hills office. In addition to his management responsibilities,
Mr. Calcagno specializes in audit, tax and consulting engagements for venture capital funds, hedge
funds, fund of funds, private equity funds, mutual funds, management companies, registered
investment advisors and broker-dealers. He leverages his extensive operational experience
from his dealings in the private and public sector of the financial services industry to advise
these entities on business structure and strategy, as well as the management of financial,
operational and tax matters. Furthermore, he chairs Rothstein Kassí Best Practices and
Learning and Development committees, and has been a member of the Human Resources
committee. He is a standing contributing editor to the Firmís financial services newsletter, Wall
Street Argus, and proprietary white papers. While being extensively involved with internal
recruitment and professional development programs for the Firm, Mr. Calcagno is also a frequent
speaker at capital markets conferences and via webinars.
Prior to joining Rothstein Kass in 2003, Mr. Calcagno served as the CFO of a family office for
several affiliated limited partnerships and a related broker-dealer, based in New York. In that
role, he was responsible for managing all accounting, finance and operations departments as
well as monitoring numerous active portfolio managers. Additionally, Mr. Calcagno gained valuable
industry experience as a member of the Capital Markets Business Assurance Group for
PricewaterhouseCoopers in New York, where he was responsible for audit design and
implementation as well as coordination with international offices on capital markets
Mr. Calcagno graduated cum laude from Fordham University with a Bachelor of Science degree in
accounting. He has served as an adjunct accounting professor at Fordham Universityís
College of Business Administration and has completed the Leading Professional Services
Firms Executive Program at the Harvard Business School. He is a member of the American
Institute of Certified Public Accountants (AICPA), the California Society of Certified Public
Accountants (CalCPA), the New Jersey Society of Certified Public Accountants (NJCPA) and
the New York State Society of Certified Public Accountants (NYSSCPA). Vincent is also a
member of Vistage Internationalís CEO Peer Advisory Group, as well as a member and former
treasurer of the Guardsmen, a San Francisco service organization devoted to advancing atrisk
Bay Area youth.
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Chris Clair, Managing Editor, HedgeWorld
Chris Clair is the Managing Editor of HedgeWorld. He has spent the past eleven years covering the hedge fund industry, first as a reporter for Crain's Pensions & Investments and for the past eight years at HedgeWorld. Mr. Clair has been a journalist for the past 18 years, working at weekly and daily newspapers in his home state of Oregon and in Illinois.
Mr. Clair holds a BA degree in journalism from the University of Portland in Oregon.
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Ricardo Cortez, Co-CEO & Senior Portfolio Management Specialist, Broadmark Asset Management
Mr. Cortez joined Broadmark in September 2009 as President, Global Distribution and was named Co-CEO in June 2013. He has over 25 years of experience in the investment management industry. Most recently, Mr. Cortez spent 8 years as President of the Private Client Group for Torrey Associates, LLC, based in New York City. Prior to that, he was Vice President at Goldman Sachs and Product Manager for Goldman's external money manager program, Global Multi-Manager Strategies. Before joining Goldman, Mr. Cortez spent 11 years at Prudential Investments as a Senior Vice President overseeing product development, communications, and sales for the Investment Management Services Division. Mr. Cortez graduated cum laude from Queens College of the City University of New York with a B.A. and has been a guest lecturer on Investment Policy and Hedge Funds at the Wharton School, University of Pennsylvania, and at Harvard University. He was awarded the Certified Investment Management Analyst (CIMA) designation in 1993 and is the author of numerous published articles on hedge funds.
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Matt Costello, Director, Hedge Fund Capital Group, Deutsche Bank
Matt joined Deutsche Bank in 2011 and covers Institutional Investors in the Western United States for the Capital Introductions team based out of the San Francisco office. Matt serves as a resource to Pensions, E&Fs, Family Offices, Hedge FoFs and Wealth Management Platforms seeking alternative investment solutions. Additionally he is a liaison to existing and prospective Hedge Fund Clients utilizing Deutsche Bank Prime Brokerage/Financing services. Prior to joining Deutsche Bank, Matt worked for 15 years at Callan Associates, an Institutional Investment Consulting Firm. Matt was a Vice President in the Hedge Fund Research Group with broader responsibilities including strategic asset allocation, manager structure projects and education for Callan's institutional investor base on all Alternative Assets to include Hedge Funds, Real Estate, Private Equity and Timberland Investment. Prior to 1997 he worked for Wells Fargo Bank as a relationship manager in middle-market commercial lending & troubled-debt restructuring of small corporate entities. Matt received his BS in Business Administration-Accounting from San Diego State University. He has earned the right to use the Chartered Financial Analyst Designation.
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