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Phillip J. Kosmala, Co-Founder of Taiber Kosmala & Associates, LLC has been in the investment consulting industry for over 25 years. Prior to establishing the firm, he worked at Lowery Asset Consulting, acting in several leadership, research, and consulting capacities including positions of Executive Vice President, Director of Manager Research, Chief Compliance Officer, and Chairman of the firm’s investment committee. Phil and his team had the responsibility of advising a national client base of endowments, foundations, plan sponsors, and affluent families. Additionally, he headed the firm’s manager research efforts and chaired the firm’s investment committee charged with capital markets research, tactical asset allocation, and manager research & diligence. Prior to that, Phil held senior research and investment consulting roles at DiMeo Schneider & Associates, LLC. Here he was acting Chairman of the Investment Committee and Manager Research Director. In the early 1990’s Phil spent four years with Securities and Exchange Commission (SEC) as an auditor of money management firms and registered investment advisors, which made for a natural extension into future manager research & diligence and chief compliance officer roles. Phil has been quoted in various national media publications and has made several appearances at various industry conferences throughout his career. He holds a bachelor’s degree in finance from DePaul University, has been awarded the CFA designation, and is a member of the CFA Institute & CFA Society of Chicago.

Neal Loftus joined Apollo in 2022 in the Client & Product Services Team as a Principal in Apollo's Institutional RIA Group. He is part of a team that manages the firm's relationships with large RIAs, family offices, and bank trusts throughout the Midwest. Prior to joining Apollo, Neal was a Director at Barings. Prior to that, Neal was a Director of Fixed Income at PT Asset Management. Neal graduated from Illinois Wesleyan University with a BA in Finance, and holds the Chartered Alternative Investment Analyst (CAIA) and Certified Investment Management Analyst (CIMA) designations.

Brian is the Co-Chief Investment Officer and head of the First Trust Alternative Investment Research (“FT AIR”) team at First Trust Capital Management L.P.’s (FTCM’s) Chicago headquarters. Brian is responsible for managing all aspects of FT AIR’s investment research and diligence process. He has a particular expertise in evaluating alternative strategies and manages the broader dedicated FT AIR analyst team with respect to their work in that area. Brian is also a member of the Investment Committee and a Portfolio Manager for several of FTCM’s funds. Brian has two decades of alternative investment experience, having held research roles at both single strategy and multi-manager alternative asset management firms. Brian joined FTCM in 2013 from Los Angeles-based Voyager Management, an alternatives-focused multi-family office where he worked on investment due diligence and strategic firm initiatives. Prior to Voyager, Brian held roles on the derivative strategies team of asset manager Analytic Investors, the hedge fund research arm of fund of hedge funds firm Iron Partners, as well as the hedge fund and private equity arms of FSI Group, a financials-focused alternative asset manager. Brian graduated with a B.S. in Finance from Miami University in Oxford, OH where he was a founding member of the Miami Investment Group student organization, for which he remains an alumni advisory board member.

John Radzinski is a VP, Market Leader for Invesco. He joined Invesco in 2010. Prior to joining Invesco, Mr. Radzinski was an executive director and investment specialist for Van Kampen. Previously, he was a vice president at Mesirow Financial, where he was responsible for the private client division’s research and product development. He has also worked as a portfolio manager for mutual fund and separate account wrap programs at Merrill Lynch. Mr. Radzinski earned a bachelor’s degree in finance from Illinois Wesleyan University. He is a CFA charterholder and holds the Chartered Alternative Investment Analyst (CAIA®) designation. He holds the Series 7 and 66 registrations.