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 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: Sasha Burstein; K&L Gates


Committee Members:

Joshua Barlow, Valhalla Fiduciary, LLC

Michelle Bergren, Camden Asset Management, L.P.

Sasha Burstein, K&L Gates LLP

Frank Perez, Makena Capital

Jarod Winters, Sunrise Capital Partners LLC

Alexandra Marten, JP Morgan


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: Kerry Wong, Scalar Capital


Committee Members:

Dulce Martinez, Resourcive


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.


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."


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.

Committee Members:


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 mission of the CalALTs Next Generation Leaders Group is to connect Next Generation Leaders in asset management in California to improve their ability to network, explore career opportunities, learn from each other, and have fun. We will meet regularly throughout the year, in various locations in California to foster in-person relationships that we will have throughout our careers.

Chairs: Robert Wood, Deloitte & Touche LLP, Adam Wagner, Hawk Ridge Management LLC and Vince Calcagno, Agile Fund Solutions, LLC


Next Generation Leaders Group - Log-in Required
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