Committees

CalALTs committees are led by and comprised of member volunteers. Each committee performs designated activities to further the mission of CalALTs under the oversight of the Board of Directors. If you are interested in joining one of the committees below, contact the CalALTs at info@calalts.org or call 415-369-9646 to learn more and get involved in CalALTs.


 

The committee works to identify best practices trends as they develop and evolve across the spectrum of organizations that make up the hedge fund industry. Once a trend is identified and approved, the Committee will organize and bring to focus a group of professionals that are qualified to provide meaningful insight and impactful thought leadership on the topic that has been chosen, as well as to present the information across the CalALTS network and beyond through webinars, white papers, live panel discussions, partnerships with outside organizations, and more.

 

Chair: Lauri Haas, PRISM LLC

 

Committee Members:

Joshua Barlow, PAAMCO

Michelle Bergren, Camden Asset Management, L.P.

Sasha Burstein, K&L Gates LLP

Frank Perez, Makena Capital

Jarod Winters, Sunrise Capital Partners LLC

 

Best Practices Committee Group - Log-in Required

 

The Events Committee Chair plans and executes CalALTS events working with the CalALTS staff. Working within a board-approved budget, the Committee determines each event topic, suggests a venue, develops the format, outlines the content, identifies speaker(s), and develops a timeline for all activities and deliverables.


Chair: Jason Gerlach, Sunrise Capital

 

Events Committee Group - Log-in Required

 

The role of the finance committee is primarily to provide financial oversight for the organization. Typical task areas for small and midsized groups include budgeting and financial planning, financial reporting, and the creation and monitoring of internal controls and accountability policies. Responsibilities include: developing an annual operating budget with staff; approving the budget within the finance committee; monitoring adherence to the budget; setting long-range financial goals along with funding strategies to achieve them; developing multi-year operating budgets that integrate strategic plan objectives and initiatives; and presenting financial reports, goals and proposals to the board of directors for approval.


Chair: Art Zwickel, Paul Hastings

 

Finance Committee Group - Log-in Required

 

The Membership Committee is responsible for recruiting and retaining members at each level. The Membership Chair ensures that members are aware of the value of CalALTS and encourages participation to ensure retention. The Chair works with the Membership Committee, the CHFA staff and the Board to solicit ideas to engage new members and retain incumbent members.


Chair: Vince Calcagno, Agile Fund Solutions, LLC

 

Membership Committee Group - Log-in Required

 

The Nominating Committee is responsible for identifying qualified candidates to present to the Board for positions on the Board of Directors as well as officer positions. Per bylaws: "By resolution, the board of directors shall authorize a nomination and selection committee which includes a reasonable means for board members and members to nominate persons for election as directors, a reasonable opportunity for a nominee to communicate to the board members the nominee’s qualifications and the reasons for the nominee’s candidacy, a reasonable opportunity for all nominees to solicit votes, and a reasonable opportunity for all board members to choose among the nominees."


Chairs: Chris Ainsworth, US Trust, Jason Gerlach, Sunrise Capital

 

Nominating Committee Group - Log-in Required

 

The Partnership & Engagement Committee is responsible for ensuring engagement of partners in the organization. In addition, it ensures that appropriate marketing and informational materials about CalALTS are current and available to potential partners as well as the CALALTS membership.


Chair(s): TBD

 

Partnership & Engagement Committee Group - Log-in Required

 

The Website Committee works with the CalALTs staff to ensure a robust CHFA on-line presence that is an accurate and appealing “face” for the organization, attracts involvement and engagement in CalALTs, and provides a positive, efficient, and useful experience for those who utilize the site.


Chair: Robin Fink

 

Website Committee Group - Log-in Required

 

The goal of this newly formed committee is to create a networking forum for young professionals (under 35 years old) to learn from and interact with alternative investment managers and other industry professionals for the purpose of promoting professional development.


Chairs: Adam Wagner, Blue Jay Capital Management LLC, and Vince Calcagno, Agile Fund Solutions, LLC

 

Young Professionals Committee Group - Log-in Required
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