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Julie Canna is a Managing Director at 50 South
Capital responsible for fundraising, investor relations and business development. She is also a member of the firm’s Giving Council. Prior to joining 50 South Capital, Julie was Head of Investor Relations and Chief Marketing Officer at Anchor Bolt Capital, where she led global fundraising efforts across allocator channels. She previously held senior investor relations roles at Chicago Fundamental Investment Partners and served as Vice President at Mesirow Advanced Strategies, focusing on hedge fund manager sourcing and monitoring.
She began her career in investment banking at Bear, Stearns & Co. B.S.B.A., Finance & Accounting – University of Richmond | CFA Charterholder; Member, CFA Institute. Based in the Chicago area. Interests include family, running, and golf

Jon Feintuch is a Partner at New Holland Capital (NHC). Jon helps lead NHC’s investment activities across a variety of client portfolios and is a member of NHC’s Investment Committee. Prior to joining NHC in 2009, he was an Investment Banking Analyst within the Global Technology Group at Barclays Capital. Jon graduated summa cum laude from the Wharton School at the University of Pennsylvania with a BS in Economics.

Jake Gutner is an Executive Director with Benefit Street Partners and is based in our New York office.

Prior to joining BSP in 2020, Mr. Gutner was an Associate in the investor relations and finance teams at CCMP Capital. Before that, he was in the Valuation Advisory group at Deloitte.

Mr. Gutner received a Master of Accounting and Bachelor of Science from Vanderbilt University.

Mr. Heathwood is the Head of North American Investor Relations & Distribution for Boston Partners.  In this role, he oversees the firms distribution efforts in North America.  He has held a number of other roles at the firm, including product manager for alternative investments, intermediary sales, institutional sales, client service, and consultant relations. Previous to his sales and client responsibilities, Mr. Heathwood spent five years on the investment team as an equity trader.  He was also a founding partner of Boston Partners Asset Management, upon its inception in 1995.  Mr. Heathwood began his investment career in 1993 as an equity trader with The Boston Company Asset Management, Inc.  Mr. Heathwood holds a B.A. degree in economics from the University of Colorado at Boulder, and holds the Chartered Financial Analyst® designation

Chris is an institutional portfolio manager at RBC GAM-US, focused on alternative investment strategies. In his role, Chris leads all efforts in positioning our alternative investment capabilities with investors. He serves as the bridge between our alternative investment teams and US Distribution and is the primary point of contact for internal and external alternative strategy queries, projects and initiatives as well as a media spokesperson supporting media questions related to alternative investment trends. Chris has 15 years of experience in the financial services industry with a strong background in manager research, alternative investments, hedge fund strategies, and portfolio construction. He joined the firm in 2025 from Pathstone where he was director in the firm’s Investment Management Research Group. In his nine years with Pathstone, Chris developed custom hedge fund programs and implemented alternative investment policies tailored to client objectives. Prior to joining Pathstone, Chris held a Broker Dealer Operations role with State Street Global Markets and a Corporate Actions Representative position with Fidelity Investments. Chris started his career in the investment industry in 2010. CFA (2018); CAIA (2019); BSBA (Finance) (2010), Boston University, U.S.

Joseph is a Managing Director - Partner in the Primary Fund Investments team focusing on US transactions. He is also a member of the Investment Committee. Joseph joined Carlyle AlpInvest in 2008 from Cambridge Associates, where he was a Senior Associate in the US private equity research team covering US buyout, distressed and private credit GPs. Joseph received a BS in Business Administration from Northeastern University and is a CFA ® Charterholder. He serves on a number of advisory boards of fund partnerships, including those managed by TA Associates, GTCR, Parthenon Capital, Sentinel Capital Partners and Pamlico Capital.

Shana Orczyk Sissel, CAIA, widely recognized as "The Queen of Alternatives," is the Founder and CEO of Banríon Capital Management, where she is dedicated to empowering independent financial advisors with innovative solutions in alternative investments. With over 25 years of industry experience, Shana has established herself as a leading authority in the asset management and wealth management sectors.

Mr. Stern served as a summer associate in 2020, joining P/E Investments full time in September 2021, as a member of the
research and portfolio management teams. Prior to joining P/E, Mr. Stern worked at Bridgewater Associates from 2013 to
2018, as a Data Analyst, Portfolio Associate, and most recently, as a Senior Portfolio Associate. From 2012-2013, he served
as IT Helpdesk Specialist at Independent Publishers. Mr. Stern earned a B.A. in History with Honors from the University of
Chicago in 2012, and a M.B.A. with Distinction from New York University’s Leonard N. Stern School of Business in 2021.
Mr. Stern is a recipient of the Anjolein Schmeits Faculty Scholarship and the Oshima Prize.

Mr Sullivan has over a decade of experience in business development and investor engagement. His background includes raising assets for investment managers as well as advising institutional investors and fund managers on technology platforms that support manager research, due diligence, and capital formation. Prior to joining Cross Bay Capital Partners, Dan held roles at Natixis Investment Managers, Zacks Investment Management, DiligenceVault, and CENTRL.