Board of Directors

The CalALTs Board of Directors consists of up to 15 elected members. The Board is the governing body and is comprised of members who work directly for a hedge fund, fund of hedge funds, or other asset management firm that offers investment into: one or more private investment funds; separately managed accounts; or other investment products that are generally considered to be "alternative" or "liquid alternative." In addition, there are seats for Service Provider members and "At Large" seats that include the following types of individuals: family office representative, institutional investor, academic in the field of investing, finance or economics.


Ms. Light joined George Smith Partners as Vice President of Research/Marketing. Ms. Light is responsible for developing and driving the firm’s comprehensive marketing strategy as well as oversight of all day-to-day marketing activities. Her role encompasses strategic planning, brand management, market research, strengthening relationships with capital providers, spearheading industry and company events and identifying web marketing strategies, including social media integration into marketing campaigns. With over 13 years of combined experience in the real estate investment industry, Ms. Light has a track record of success for identifying business development opportunities in residential, commercial and mixed-use properties.



Vincent is the CEO of Agile Fund Solutions, LLC. He specializes in operational, financial, compliance, accounting, tax and consulting for hedge funds, private equity funds, venture capital funds, fund of funds, and investment advisors that sponsor these products. Leveraging his extensive operational experience from his dealings in the private and public sector of the financial services industry he has both operated and advised these entities on business structure and strategy, as well as the management of financial, operational, compliance and tax matters. Prior to joining Agile, as part of KPMG’s strategic transaction with Rothstein Kass, Vincent led KPMG’s Alternative Investments practice in Los Angeles. While at Rothstein Kass Vincent was a member of the Firm’s Executive Committee and was the Principal-in-Charge of RK’s Beverly Hills office. He is the former chairman of Rothstein Kass’ Best Practices and Learning and Development committees, was a member of the Human Resources Committee and was extensively involved with internal recruitment and professional development programs. Prior to joining Rothstein Kass in 2003, Vincent 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, Vincent gained valuable industry experience as a member of the Capital Markets Business Assurance Group for Price Waterhouse Coopers in New York, where he was responsible for audit design and implementation as well as coordination with international offices on capital markets engagements. Vincent graduated cum laude from Fordham University with a BS in Accounting. He is a member of the American Institute of Certified Public Accounts, California Society of Certified Public Accounts and New York State Society of Certified Public Accountants. Vincent was also recently named the Vice President of the Water Buffalo Club. A charitable organization whose vision is a Los Angeles where each child can experience a sense of well-being and have the opportunity to reach their full potential.



Michael Wu is a partner in Winston & Strawn's Corporate Department who has extensive experience in the area of investment management regulation. Michael represents investment advisers, broker dealers, and sponsors of investments funds, including: private equity funds; real estate funds; hedge funds; commodity funds; fund of funds; venture capital funds; and registered funds. Michael counsels clients on a wide variety of legal and regulatory matters, including: forming, structuring, and operating U.S. and non-U.S. investment funds; offering, advertising, and marketing investment funds in the U.S. and Europe; investment adviser, broker-dealer, and commodity pool operator registration and exemptions; fiduciary duties and obligations; internal compliance policies and procedures; Securities and Exchange Commission (SEC) regulatory filings; SEC regulatory examinations and enforcement actions; SEC interpretive guidance and “no-action” requests; and mergers and acquisitions involving investment companies, broker-dealers and/or investment advisers. In addition, Michael assists fund managers in negotiating the terms of their partnership agreements, side letters, separate accounts, and co-investment vehicles with some of the largest institutional investors in the world. A significant portion of Michael’s clients invest in or have operations outside of the U.S., including in Europe, Asia, India, Africa, and Latin America.


Keith Miller is a partner in the financial services group at the accounting firm EisnerAmper LLP. Keith has worked in the financial services industry for over 20 years. Keith started his career in London with the chartered accountancy firm Smith & Williamson before relocating to California in 2002. Keith’s professional practice includes clients comprising hedge funds, commodity funds, private equity funds, venture capital funds and fund of funds, along with the investment advisors who operate the funds, both domestically and in the major offshore jurisdictions, including Cayman, BVI and the Channel Islands. Keith advises his clients on a range of matters including accounting, audit, valuation, tax, regulatory and structural issues along with other consulting services. Keith has also previously served as the chief financial officer (CFO) to a $1billion+ asset management firm located in San Francisco. Keith is a Certified Public Accountant, licensed to practice in the state of California and a member of the American Institute of Certified Public Accountants and California Society of Certified Public Accountants. Keith is also a Chartered Accountant, licensed with the Institute of Chartered Accountants in England and Wales. Keith received his B.A. in Accounting and Economics from the University of Kent at Canterbury in the UK. Keith lives with his wife Jayshree in San Francisco.



Michelle is the Chief Financial Officer of Camden Asset Management, a Los Angeles based investment advisor managing alterative credit strategies for institutional investors. Prior to joining Camden, she was a Vice President in Operational Due Diligence at Mesirow Advanced Strategies, a fund of hedge funds located in Chicago, where she was responsible for evaluating operational risk at hedge funds globally across a wide range of strategies. Michelle began her career at PricewaterhouseCoopers in the Assurance and Business Advisory Group, where she planned, performed and oversaw the execution of audit, accounting and consulting services to hedge funds, mutual funds and insurance companies. She is a CPA and received a B.S. degree in Finance, Accounting and International Studies from the Kelley School of Business at Indiana University.



David Burnett is a founding partner of Breakthrough Ventures. He is a senior executive with a passion for helping organizations scale and build revenues. Mr. Burnett most recently was Chief Executive Officer of a leading fund administration firm. Prior to that role, he spent 5 years in London developing an international business from its origin to an industry leading platform. Mr. Burnett graduated with honors from the University of Chicago earning an MBA in analytic finance and economics and a BA in accounting and economics from Marquette University.



Sasha is a partner in the investment management practice at K&L Gates, LLP. Sasha has extensive experience in structuring and organizing various types of private investment funds, including hedge funds, private equity funds, private debt funds, hybrid funds, and fund-of-funds. She also counsels investment advisers on a wide variety of legal and regulatory matters, including their structure and organization, registration and operation, transactional and ongoing regulatory and compliance matters. In addition, Sasha represents institutional investors with respect to structuring, negotiating, and documenting alternative investments.



Jason Gerlach is the CEO and Managing Partner of Sunrise Capital Partners, a San Diego-based multi-family office, hedge fund, and asset management firm that has operated since 1980 and celebrates its 40th anniversary in 2020. In his role at Sunrise, Gerlach determines and drives the firm’s overall business strategy and oversees the firm’s day-to-day business operations and activities. Gerlach also chairs Sunrise’s Management Committee. Before joining Sunrise, Gerlach was a Sunrise investor and an attorney with Hale and Dorr LLP (now WilmerHale) in Boston and later, Howard Rice Nemerovski Canady Falk & Rabkin (now Arnold & Porter LLP) in San Francisco. Gerlach holds a J.D. cum laude and an M.A. in Public Policy Analysis and Public Administration from the University of Wisconsin (1996) and a B.A. in Government from Cornell University (1993). Gerlach has completed additional finance and business studies at the Wharton School, Harvard Business School and Northwestern University. Gerlach is one of the co-founders of CalALTs and has been a member of the Board of Directors of CalALTs since its 2010 inception. Gerlach served as the President of CalALTs from January 1, 2013 until December 31, 2019.


Kerry Wong is the Director of Investor Relations at Scalar Capital. Previously she was a Senior Vice President at Millennium Trust Company where she was responsible for the business development efforts with fintech funds and lending platforms. Prior to that, Kerry managed the west coast prime brokerage business for Barclays Bank and was a sales associate for Citibank's capital markets prime finance team. She holds a bachelor's degree in Political Economy from UC Berkeley and the FINRA Series 7 and Series 63 licenses.



Mick Swartz is a financial economist whose research has been published in the Journal of Accounting, Auditing and Finance and Financial Review. In 1997, he won the ANBAR Award for a paper that is listed as among the top 150 business papers in the world. Professor Swartz has made over twenty presentations at finance conferences, has consulted the US Senate on derivatives legislation, appeared on CNN and NBC and appeared before state legislators concerning executive compensation and merger legislation. He has taught in many countries, including Ukraine, United Kingdom, Canada, Poland, and Germany. Before joining USC, Professor Swartz taught at Purdue University, where he was recognized as Distinguished Professor numerous times for his teaching.



Robin Fink is Founder & CEO of TAKU Partners, LLC a San Francisco based consultancy to Corporate Startups and Emerging Hedge Fund Managers focusing on their business process to affect a successful capital raising campaign. Mr. Fink is a seasoned Wall Street Investment Banking executive who through his 20 years of experience at Jefferies as Head of West Coast Sales in the Prime Brokerage Group, at ReFlow, where he introduced a solution to 40 Act funds Boards of Directors to help them create performance efficiencies around their subscription and redemption process that was built into a prominent Family Office, and as Principal, Institutional Sales at Montgomery Securities/Bank of America has established himself as a trusted partner to his constituents. Having spent his first 10 years based in San Francisco as a generalist equity research salesman at Montgomery Securities and later Bank of America, he’s worked directly with corporate leaders in the Bay Area’s unique startup culture as well as CEO’s and CFO's of small, mid and large Cap corporations and verticals of all kinds. In his new role, while embracing his past prime brokerage experience, he has now pivoted to a new role as consultant to the corporate business startup community. Mr. Fink holds Series 7 & 63 licenses and is a registered representative of Five 9 Securities, LLC, member FINRA/SIPC. He earned his Bachelor of Arts degree from the University of California, Berkeley.


Ryan Rosen is a is a Product Specialist for PAAMCO Launchpad, focusing on research, due diligence, and marketing. Ryan also works on portfolio construction for custom client portfolios with the Portfolio Construction Group, which sets strategy and asset allocation for the firm’s flagship moderate multi-strategy portfolios. Ryan serves as a portfolio manager on custom account mandates covering concentrated, low volatility, and credit-oriented mandates.Prior to joining PAAMCO Prisma, Ryan was a supervisor in the research department at William O’Neil and Company, an investment advisor in Los Angeles, where he was responsible for developing global and U.S. investment recommendation products for institutional investors and for researching and selecting US equity ideas based on the firm’s methodology. Ryan received an MBA from the Anderson School of Management at the University of California, Los Angeles, where he was a Student Investment Fund fellow and was admitted to the Anderson MBA Honor Society, and a BA in Economics from the University of California, Los Angeles. Ryan is a CFA Charterholder.




Marc Wolf, CPA, is a partner in the Accounting and Assurance Department and the Co-Leader of Financial Services for the firm. He has more than 25 years of diverse experience in audit, tax and consulting services, specializing in Regulated Investment Companies (RICS), venture capital funds, hedge funds, fund of funds, private equity funds, mutual funds, real estate fund, management companies, registered investment advisors and broker-dealers.


Marc’s experience includes advising companies on organizational structure, supervision of audits and ongoing consultation with management regarding various operational, transactional and tax matters. He also advises companies on various regulatory issues impacting the industry. Marc regularly lectures on a wide variety of topics at securities industry and family office conferences, such as SALT, MAR, OPAL, IMN, GAIM, Alternative Asset Summit, Institute for International Research and Family Office Wealth Conference.


Prior to joining CohnReznick, Marc was the alternative investments market leader for KPMG’s Pacific Southwest region and spent the bulk of his career at Rothstein Kass, where he served a portion of his time as the Office Managing Partner and on the firm’s Executive Committee. Marc also led the alternative practice in the West.



CalALTs Bylaws, updated March 21, 2017

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