About This Group
The mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches, including all forms of hedge funds, funds of funds, private equity, venture capital, private credit, commodities, structured products, real estate, and other alternative investments.
Chair: Stephan Connelly, CFA
Vice Chair: Grace Albers, CFA
Vice Chair: Michael Ball, CFA
Vice Chair: Patrick Nessenthaler, CFA, CAIA, MAI, CRE
Vice Chair: Thomas Schultz, CFA, CAIA
Join the CFANY ALTERNATIVE INVESTMENTS THOUGHT LEADERSHIP GROUP on LinkedIn. NOTE: Group discussion forums are for the sole purpose of facilitating communication among members. Please do not use them to promote your own products, services, or business including publications, websites, and blogs. The views expressed by the members of the LinkedIn Groups do not necessarily represent or reflect the views of CFANY.
Mark Sullivan, CFA, is a Managing Director and Partner at Stonehaven, LLC. Mr. Sullivan works closely with Stonehaven’s CEO to spearhead origination and ongoing management of mandates while also playing a senior management role. Prior to Stonehaven, Mr. Sullivan was the Director of US Sales Management at Man Investments Inc. where he coordinated product operations and development and managed related workflow across stakeholders including investment management, marketing, third party investors, service providers, legal, compliance, operations, reporting and management. Mr. Sullivan came to Man Investments Inc. following the acquisition of Ore Hill Partners LLC in May 2011, where Mr. Sullivan was a Partner and served as the firm’s CFO and COO for over 8 years. Mr. Sullivan built and managed all non-investment functions for the multi product alternative asset management firm and was integral in helping grow the firm from $70 million & 7 employees to $3 billion AUM & 45 employees. Prior to Ore Hill Partners LLC, Mr. Sullivan worked for Credit Suisse First Boston / Donaldson, Lufkin & Jenrette within their Private Client Services division from 2000 to 2003. Mr. Sullivan also worked with Morgan Stanley Dean Witter in their Private Wealth Management division from 1998 to 2000. Mr. Sullivan earned an M.B.A. from the Leonard Stern School of Business at NYU with a concentration in Finance and a B.A. in Economics from Boston College. Mr. Sullivan is a CFA charter holder and member of the CFA Institute and the CFA Society New York (CFANY). Currently, Mr. Sullivan holds the Series 3, 7, 24, and 63 registrations with FINRA. Mr. Sullivan lives in Larchmont, NY with his wife, son and two daughters.
Chris Cutler, CFA,
Anna is a financial services executive with over 18 years of experience, encompassing strategy, M&A and corporate advisory, credit analysis and credit risk / portfolio management. Recognized as a credit expert with experience managing a multi-billion portfolio of leveraged and investment grade credit facilities as well as hedging positions.
Stephan Connelly is a Director at Star Mountain and is involved in all aspects of the firm’s investment and portfolio management activities in addition to business development and investor relations efforts.
Thomas Schultz is a Principal Investment Analyst at Cornell University Office of University Investments (Endowment Office) covering numerous investment asset classes, including real estate, resources, infrastructure, fixed income, and emerging markets equity. Prior to joining the Cornell University Endowment Office, he worked as an Assistant Vice President at Bessemer Trust, N.A. where he underwrote various alternative investment strategies. Thomas graduated from Cornell University with a Bachelor of Science in Mechanical Engineering and a Master of Engineering in Mechanical Engineering. In his free time, he enjoys watching sporting events, exercising, and giving back to various communities. Thomas is both a CFA and a CAIA charterholder and is a member of CFA Society New York.
Michael Ball, CFA is a leader in alternative investments, having spent 15+ years originating, structuring, and syndicating over $25 billion in domestic and international corporate and asset-level real estate, infrastructure, leveraged and investment grade credits. He previously worked at top global financial firms including Mirae, Société Générale, and Scotiabank.