Lubin Alumni Association presents panel discussion on
“ALTERNATIVE INVESTMENTS: PRIVATE EQUITY and HEDGE FUND”
Current Issues in a Dynamic Environment!
Sponsored by: The Center for Global Finance – Lubin School of Business
February 8, 2006 from 6:00 to 8:00 PM
(Networking starts at 5:30 pm)
Pace University, One Pace Plaza (B-level Media Room)
ALTERNATIVE INVESTMENTS – PRIVATE EQUITY AND HEDGE FUNDS! What are
these investment vehicles? What is the impact on hedge funds regarding the proposed SEC
registration? What should an investor expect from an investment in a hedge fund or a private
equity fund? How have these alternative investments created corporate value? How are hedge
funds converging with private equity funds? What are some of the hedge fund investing
strategies? How have private equity and hedge fund returns compared to the equity and bond
market returns?
If you would like answers to the above questions, please reserve a seat ONLINE or by calling
212-618-6510. The discussion will include a panelist format of Alternative Investment experts
from leading private equity and hedge funds.
Please arrive early for networking and refreshments. This event is open to all Pace alumni &
faculty and professionals from Private Equity Firms, Hedge Funds, Financial & Accounting
industry. It limited to the first 100 professionals.
There will be several industry panelists at the event including:
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Al Capulong, Senior Sales Consultant, PerTrac
Nicholas DeMonico, Managing Director, Head of Marketable Alternatives of
Commonfund
Marina Lewin, Managing Director, BNY Alternative Investment Services
Josephine Mortelliti, Managing Director, Real Estate Principalling, Goldman Sachs
Dr. Anthony Sun, Principal of Aisling Capital
Biography of Speakers
Al Capulong
Senior Sales Consultant
PerTrac
Nicholas DeMonico
Managing Director
Head of Marketable Alternatives
Commonfund
Since their founding in 1971, Commonfund has provided nonprofit organizations with superior
investment funds and innovative financial tools at relatively low cost, together with educational
programs and publications for our investors and conscientious client service.
Mr. DeMonico is responsible for managing Commonfund's marketable alternative funds of funds,
including its hedge, absolute return, index plus and global hedged programs. Prior to joining
Commonfund in 2002, Mr. DeMonico was Managing Director and Portfolio Manager for Citigroup
Alternative Investments, where he was on the management team responsible for $2 billion in hedge fund
investments for eight diversified multi-strategy and single-strategy funds. From 1991-2001, he was
Managing Director and Senior Portfolio Manager for CDC Investment Management Corp., a subsidiary
of Caisse Des Depots Group where he managed mortgage hedge positions and relative value trading
strategies for eight mortgage backed securities funds with about $2 billion in assets.
Mr. DeMonico also built and managed the CDC Global Relative Value Fund, and was the Executive Vice
President supervising Proprietary Trading and Treasury for CDC Capital.
Mr. DeMonico earned his M.B.A. in Finance and Marketing from the Columbia University Graduate
School of Business and a B.A. in Political Science from Columbia College.
Marina Lewin
Managing Director
Bank of NY Alternative Investment Services
Marina Lewin heads the Relationship Management team for Alternative Investment Services and
coordinates the Bank's global marketing support efforts for hedge funds. In this multi-faceted
management role, Marina is also a frequent speaker at industry events and serves as a media
spokesperson for the Bank's hedge fund business. Marina spearheaded for the Bank of New
York the whitepaper "Institutional Demand for Hedge Funds: New Opportunities and New
Standards" in conjunction with Casey, Quirk & Acito LLC.
Prior to her involvement in the alternative asset arena, she was responsible for product delivery
for Exchange Traded Funds, which included the NASDAQ 100 Exchange Traded Trust (QQQ)
and the S&P Mid Cap 400 Trust (MDY). Before joining the Bank, Marina was with JPMorgan
and Deutsche Bank and had a variety of roles in the securities industry business line, including
operations management, product management and product development. She has also had
extensive experience as a senior manager for key business integration projects.
Ms. Lewin graduated from Barnard College and received her MBA in Finance from New York
University.
Josephine Mortelliti
Managing Director
Real Estate Principal Investment Area (REPIA)
Goldman Sachs
Bio will be added after the final confirmation from Josephine …..
http://www.gs.com/client_services/merchant_banking/repia/index.html
Dr. Anthony Sun
Principal
Aisling Capital
Aisling Capital is a leading private equity fund that invests in life science companies developing
biopharmaceutical products and creating businesses based on advanced life science
technologies.
Dr. Sun joined Fund I in 2001-2002 and currently serves as a Principal. Previously, Dr. Sun was an
entrepreneur co-founding a disease management company for patients on blood thinners. In addition, Dr.
Sun was an Adjunct Instructor of Medicine at the Hospital of the University of Pennsylvania.
Dr. Sun currently serves as a director of CeNeRx BioPharma, Inc., MAP Pharmaceuticals, Inc. and as a
board observer to SkinMedica, Inc.
Dr. Sun received his B.S. in Electrical Engineering from Cornell University and his M.D. from Temple
University School of Medicine with A.O.A. honors. In addition, he is a Board Certified Internist and has
an M.B.A. from The Wharton School at the University of Pennsylvania.
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Lubin Alumni Association - Lecture Committee Chairs:
Shal Chowdhury, LSB '03 and Nicholas Schiavo, LSB '84