CAIA Philadelphia presents Interval Funds: An Intersection Between Public and Private
October 14, 2021
Note: All times listed are in local time
CAIA Philadelphia presents
Interval Funds: An Intersection Between Public and Private
CAIA Philadelphia invites you to attend a virtual panel discussion on Interval Funds. The discussion will surround their structure, potential benefits and how to incorporate them into an asset allocation model.
Please feel free to share the registration link above with your fellow alternative investment professionals to ensure the widest distribution. The panel will consist of speakers from Griffin Capital, Mill Creek Capital, EisnerAmper, Hamilton Lane, and PPB Capital Partners.
More information and event details to come, but mark your calendars now for what is to be an outstanding event!
Time & Date
Thursday, October 14, 2021
2:00 PM - 3:00 PM ET
Login details sent upon registration
Frank Attalla is a Partner in the Financial Services Group, with over 30 years of experience in the field of public accounting and 20 years focused in the financial services sector. Frank provides audits and consulting services of private investment companies, public mutual funds and closed-end funds, private equity funds, fund of funds, investment management companies, in addition to introducing broker-dealers.
Frank has expertise in funds with a wide spectrum of strategies and financial instruments, including long and short equities, commodity pools, distressed debt, structured credit, private loans, and private investments with the funds varied in ranges from $10 million to $4 billion of nets assets.
Prior to joining the firm, Frank was an Audit Partner with a Big 4 accounting firm and led audits of both public and private companies in the investment management sector. He worked with hedge funds, private equity funds, fund of funds, public mutual funds, ETF's, closed-end funds, investment management companies and introducing broker-dealers.
In the community, Frank is a supporter for Autism Speaks, the largest autism advocacy organization in the United States, supporting autism research and conducts awareness and outreach activities aimed at families, governments, and the public. He also actively supports the Samuel DJ Cali Foundation.
Frank is an industry thought leader and frequent speaker before professional audiences. He is the author of Should I go with the Flow into Retail Alts, Taking the Retail Alts Plunge?, and Interval Funds - The Alternative Investment Industry's Best Keep Secret.
As Chief Investment Officer at PPB Capital Management, Frank is a valuable resource for wealth advisors to utilize when looking for guidance in sourcing or allocating to new private investment strategies or hedge funds. Frank is a thought leader in strategy implementation, and he has extensive experience in the portfolio construction process for both individual client portfolios and custom fund of funds. With 20+ years of asset management, portfolio construction & financial advisory experience, Frank served as a senior member of the portfolio management team at Hatteras Funds, managing several of the firm’s alternative investment fund of funds and co-investment strategies. Earlier in his career, Frank helped source managers and build alternative investment portfolios at various multi-family offices including Abbot Downing (formerly Calibre Investment Consulting) and GenSpring Family Offices. Frank holds the CFA and CAIA charters and earned an MBA at the Fuqua School at Duke University and a B.S., Villanova University.
Stephanie is a Principal in Hamilton Lane’s Business Development Group, where she is responsible for leading business development with financial intermediaries and platforms.
Prior to joining Hamilton Lane in 2019, Stephanie was a Director with Ultra Capital LLC, on the Capital Formation team. Previously, she was a Founder and Partner with Ascendant Capital Partners, where she managed a 1940 Act fund-of-hedge-funds serving both institutional clients and financial intermediaries. She also has held positions at Credit Suisse First Boston. Stephanie began her career at Merrill Lynch in the Private Client Group where she served as a Wealth Advisor.
Stephanie sits on the Investment Committee of the Academy of Notre Dame De Namur in Villanova, PA and is also an Executive Board Member of Dunwoody Village in Newtown Square, PA.
Stephanie received an M.B.A. from Temple University with a concentration in International Business and a B.A. in Fine Arts from Georgetown University.
Mr. Gallagher serves as Managing Director, Head of Institutional
Sales and Divisional Sales Director at Griffin Capital Securities,
LLC (GCS). He is responsible for supervising retail wholesalers
in the Western states and institutional wholesalers across the
country. Mr. Gallagher also mentors GCS’ sales consultants and
is instrumental in their career development. Additionally, he
represents Griffin Capital at advisor conferences and industry
Previously, Mr. Gallagher worked as a Senior Vice President and
was responsible for raising capital in parts of Southern California
as well as Arizona for various investment programs sponsored
or co-sponsored by Griffin Capital Company. Prior to joining
Griffin Capital Securities, Mr. Gallagher worked at Grubb & Ellis
Company, as well as SunAmerica and Pacific Life.
Mr. Gallagher earned a bachelor’s degree from the University of
California, Santa Barbara and is a registered Series 7, 24 and 63
Nora serves as Managing Director of Investments at Mill Creek Capital Advisors. She has primary responsibility for evaluating fixed income and alternative credit strategies across MCCA’s investment programs. Prior to joining MCCA in 2017, Nora was Director at FS Investments, where she helped launch focused investment programs and conducted investment research. Prior to FS, Nora was a Credit Analyst at Standard & Poor’s with primary research coverage of the energy sector. She previously held various analyst positions at Bear Stearns and Goldman Sachs. Nora earned her Bachelor of Arts in business economics from Brown University and received an MBA from the Yale School of Management. She holds the Chartered Alternative Investment Analyst (CAIA) designation.