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Mary Burke Baker is a government affairs counselor in the Washington, D.C. office where she leads the tax policy practice. Ms. Baker focuses on federal tax matters affecting businesses, including domestic and multinational corporations and all types of pass-through entities, and individuals. Her practice covers tax policy, tax reform, regulatory and other guidance, tax administration, and technical tax issues, with particular emphasis on corporate and pass-through issues, accounting methods, information reporting, Reports of Foreign Bank and Financial Accounts (FBAR) compliance, and emerging cryptocurrency issues. Since enactment of the Tax Cuts and Jobs Act (TCJA) in December, 2017, Ms. Baker has particularly focused on the Opportunity Zone program and is a frequent speaker on the topic throughout the United States.

Olivia S. Byrne is a partner in the Washington D.C. office and a member of the firm’s real estate investment, development, and finance group. Ms. Byrne spearheads the firm's U.S. economic incentives practice along with the real estate and public finance practices in the Washington, D.C. office. Ms. Byrne has successfully obtained economic incentives for clients on a national basis and has extensive experience drafting legislation for economic incentives. Her practice involves site location for many different industries, namely technology, broadcasting, wood-based products and biofuels, industrial manufacturing, food processing, auto parts and components, as well as financial services, professional sports arenas and complexes, entertainment facilities, and hotels. She and her team represent inbound companies from abroad including Asia, Europe and Canada, as well as U.S. companies relocating or deciding to remain in place and expand. Her proven track record demonstrates proposals to certain corporations such as manufacturing and technology in excess of US$100 million dollars in economic incentives. She served as lobbyist for The Advisory Board Company that won the “Game Changer Award” at the Washington Business Journal’s Best Real Estate Deal of the Year Awards in 2016.

William (Bill) J. Kelly is the CEO of the CAIA Association. Bill has been a frequent industry speaker, writer, and commentator on alternative investment topics around the world since taking the leadership role at the CAIA Association in January, 2014. Previously, Bill was the CEO of Boston Partners and one of seven founding partners of the predecessor firm, Boston Partners Asset Management which, prior to a majority interest being sold to Robeco Group in Rotterdam in 2002, was an employee-owned firm. Bill’s career in the institutional asset management space spans over 30 years where he gained extensive managerial experience through successive CFO, COO and CEO roles. In addition to his current role, Bill is a tireless advocate for shareholder protection and investor education and is currently the Chairman and lead independent director for the Boston Partners Trust Company. He has previously served as an independent director and audit committee chair for ’40 Act Mutual Funds and other financial services firms. He is also currently an Advisory Board Member of the Certified Investment Fund Director Institute which strives to bring the highest levels of professionalism and governance to independent fund directors around the world. A member of the board of the CAIA Association, Bill also represents CAIA in similar capacities via their global partnerships with other associations and global regulators. Bill began his career as an accountant with PwC and is a designated Audit Committee Financial Expert in accordance with SEC rules.

Co-founded Lake Partners, Inc. in 1989. As Co-Chairman of the firm, Rick oversees the firm's research on mutual funds and ETFs that utilize alternative strategies and helps direct the company's team effort in asset allocation, investment research, and multi-manager investment programs. Rick has over 36 years of experience in the investment industry. Rick is the manager of Lake Partners' LASSO Long and Short Strategic Opportunities portfolio of alternative mutual funds. He is also manager of the firm's LASSO alternative ETF portfolios, and multi-asset growth and income portfolios utilizing mutual funds and ETFs. Rick is a well-known speaker and author on alternative investments. He has been quoted in The Wall Street Journal, Barron's, the Financial Times, Investor's Business Daily, and Bloomberg, among other publications. As an invited speaker at the national 2003 SEC Hedge Fund Roundtable, Rick presented his white paper, "The Democratization of Hedge Funds," analyzing the public policy issues of alternative strategies in mutual funds. Rick has also been an invited speaker at the Morningstar® Investment Conference, the London Business School, the MIT Sloan Investment Management Conference, the Yale School of Management and at financial industry conferences around the US. Rick has appeared on CNBC and Bloomberg Television and Radio. Rick began his investment career with Prudential Securities, after earning his Bachelor's degree, cum laude, from Harvard in 1980.

As a Managing Director of TDC and head of the Fund’s investments team, Quentin Reynolds is responsible for leading the origination, underwriting, closing and monitoring of the Fund’s investments and its portfolio. Quentin serves on the Fund’s Investment Committee. Prior to joining TDC, Quentin spent more than 15 years in real estate finance and investment management at Silverpeak Real Estate and its predecessor, Lehman Brothers Real Estate Partners where he was involved in the acquisition, financing and management of opportunistic real estate investments across a broad array of markets, property types and capital structures. Quentin joined TDC in 2013 and led the investment team and activities of Fund II. Quentin received a Bachelor of Arts degree from the University of Virginia and a Master of Business Administration with a concentration in Finance from Columbia Business School.

Nina is a director of Asset Management in Abbot Downing’s Boston office. Nina focuses on all facets of sourcing, researching, selecting for approval, and monitoring alternative private capital (including venture capital, buyouts, mezzanine debt, and distressed debt) and real asset (including timber, illiquid real estate, and farmland) fund investments for Abbot Downing clients. She is also engaged in asset allocation and portfolio construction within these sectors. She has worked in the financial services industry for over 20 years serving wealthy families, endowments, pensions, and other not-for-profit institutions. Since joining the organization in 2001, Nina’s experience has included similar roles for Wells Fargo Family Wealth, Wachovia’s Calibre Advisory Services, and Tanager Financial Services, all of which are precursor organizations to Abbot Downing. Prior to joining Wells Fargo, Nina worked at Cambridge Associates for nearly five years, where she was a private equity and real estate research analyst. Previously, she also worked at Kidder Peabody in London and State Street Bank. Nina earned her MS in Management from the MIT Sloan School where she concentrated in finance, information technology, operations, and accounting. She also received a BA with honors in history from Harvard College.

Mr. Tejeda counsels clients on a wide range of tax matters associated with domestic and international business transactions. He focuses his practice primarily on tax planning in connection with inbound and outbound investments; cross-border financings; domestic and cross-border mergers and acquisitions; multinational IP planning; advising US based clients with regards to Subpart F; corporate and tax aspects of joint ventures and other partnership issues; hedge fund and private equity fund structures; tax planning with respect to the tax consequences of overseas operations of U.S. multi-nationals; and internal reorganizations. In addition, Mr. Tejeda has represented clients on contested matters with the Internal Revenue Service and similar state taxing authorities, as well as advising clients on Opportunity Zones (OZs) developments established by Congress in the Tax Cuts and Jobs Act of 2017.