Speakers

Vadim Avdeychik


Vadim is a Partner at Clifford Chance, where he advises business development companies (BDCs), mutual funds, closed-end funds, exchange-traded funds (ETFs), hedge funds, and their investment advisers on the full range of investment management matters. His experience spans the formation and operation of registered investment companies, alternative fund structures, fund governance, regulatory issues involving public and private funds, ERISA and investment company status issues and exemptions. Before Clifford Chance, Vadim worked for Paul Hastings, PIMCO, and Willkie Farr & Gallagher in various legal capacities as an attorney.


Carlin Calcaterra


Carlin is a Managing Director and Co-Head of the Financial Advisor Solutions Team at Ares Wealth Management. Before Ares, Carlin worked at Mercer Investments and Goldman Sachs, focusing on the strategy, construction and implementation of multi-asset portfolios for institutional clients.


Jonathan Farr


Jonathan joined Homrich Berg in October 2023 and is currently a Director within the Investment department where he leads the diligence efforts for private equity and private credit opportunities for our clients. HB has invested across the spectrum of strategies within both asset classes including buyouts, growth equity, direct lending, distressed, and niche strategies. Before joining HB, Jonathan was a Vice President in Callan’s alternatives consulting group where he consulted with the firm’s institutional clients about all aspects of their private market programs. Prior to Callan, he served in the investments department at Southern Company, where he focused on investments across asset classes for the company’s pension plan and charitable foundations. Jonathan received his B.B.A. in Finance from the University of Georgia where he graduated magna cum laude. In his free time, Jonathan enjoys mountain biking in North Georgia and spending time with his wife and son.


Andres Sandate


Andres is a Financial Advisor and Head of Alternative Investments at Gramercy Park. Before Gramercy Park, Andres spent 15 years working across numerous private market asset classes. He is the host and creator of two successful podcasts, ATLalts and Asset Backed. ATLalts provides education on alternative investments geared towards the wealth management and family office channels. Asset Backed explores the $20 trillion asset-backed finance market, the next frontier in private credit. He is the President and a Board Member of SEAFA (www.theseafa.com).