2026 Featured Firms & Participants

Barbara Borozan

Barbara Borozan

Head of RIA Sales & Relationship Management

Christian Munafo

Christian Munafo

Portfolio Manager & Head of Private Growth Strategies

Christopher Tamis

Christopher Tamis

Managing Director & Head of Private Wealth

Dan Haddad

Dan Haddad

Managing Director

Danielle Tanzman

Danielle Tanzman

Associate, Capital Formation

David Breach

David Breach

President

David Lee

David Lee

Partner & Head of GP Solutions

Diego Winegardner

Diego Winegardner

Partner

Jasmine Saadati

Jasmine Saadati

Director

Kolman Estreicher

Kolman Estreicher

Managing Director & Head of RIA Channel

Mark Affolter

Mark Affolter

Partner, Portfolio Manager & Co-Head of Sports Media and Entertainment

Meghan Reynolds

Meghan Reynolds

Managing Partner

Michael Aiken

Michael Aiken

Principal

Natasha Siegal

Natasha Siegal

Managing Director, Capital Formation

Stephanie Brown

Stephanie Brown

Director, Head of National Accounts

Tammy Funasaki

Tammy Funasaki

Managing Director

Trey Hart

Trey Hart

Co-Founder & Managing Partner

Venky Ganesan

Venky Ganesan

Partner

Whitney Ehrlich

Whitney Ehrlich

Head of U.S. Private Wealth Management

Will Kohler

Will Kohler

Partner