alternative-investments
(40)
Nav Gupta and the business of getting it right
Nav and Sudha Gupta began with one fund client in 1991. Thirty-five years later, their accounting business is still grappling with the same question: how do you make complicated money easier to account for?
Brendan Lake and the business of opening doors
He launched PPB Capital Partners from a Philadelphia condo in July 2008. The financial crisis that followed taught Brendan Lake to watch the costs, listen to advisors, and take the machinery of private investing seriously.
Erik Berntsen and the business behind the investor
At Stable, Erik Serrano Berntsen backs the founders of investment firms. Two decades into the work, his attention keeps returning to the people, partnerships and practical decisions that make a firm last.
Andy Hill and the business of staying power
He built startups, led retail teams, and found that making money left another problem to solve. At Sundial, Andy Hill is putting an operator’s experience to work for founders, their families, and businesses built to endure.
Doug Keller and the art of sharing the save
A college closer becomes a capital executive. Along the way, Doug Keller develops a practical theory of leadership: prepare the team, share the credit, and make yourself less necessary.
Joseph Ramos and the work beneath the trade
From audit management and brokerage finance to Templum Markets, Joseph Ramos has built a career around making financial businesses work. His latest chapter puts that experience inside the machinery of private investing.
Neal Wilson and the fine print that moves money
Raised in a family of schoolteachers, Neal Wilson found his way into finance through securities law. At EJF Capital, he has spent two decades studying how a change in the rules can change who gets the capital.
Tashi Nakanishi and the business of being trusted
A partnership with Keisuke Honda took Tashi Nakanishi from alternative investments into the orbit of actors, athletes and musicians. At X&, he is now building the systems that turn those relationships into a financial institution.
Jack Weingart and the art of opening a private door
After two decades helping TPG raise, invest and account for capital, Jack Weingart is concentrating on a different audience: individual investors. His next chapter turns on a deceptively practical question - how should they get in?
Felipe Held and the price of admission
From a Santiago trading desk to New York, Felipe Held has built businesses around access to alternative investments. HMC Capital and Xcala show how that question changes when the investor gets smaller.
Tony Minella and the business of the second act
From corporate credit to film studios and music catalogs, Tony Minella has built a career around what businesses can keep earning. Now the Eldridge co-founder is opening that approach to outside investors.
Katie Sproul’s Inheritance Has a Job to Do
In Naples, Katie Sproul leads a family investment firm with roots in Florida land. Her career follows what happens when that inheritance becomes a working business, a network of partners, and a responsibility to the place that made it possible.
John Sergides and the business of staying
The MUFG Investor Services CEO built his career around the machinery behind investing. His next wager is on broader services, patient relationships and a place that feels like home.
Avshalom Kalichstein and the business behind the business
He reads mathematics textbooks for fun. At Hunter Point Capital, Avshalom Kalichstein has made a career of looking past the investment fund to the people and businesses that keep it running.
Lorenzo Esparza and the career his parents hadn’t pictured
His parents imagined a doctor or a lawyer. Lorenzo Esparza took the law degree, learned the business of Hollywood, and built Manhattan West around a different kind of ownership.
Joshua Pack and the value of a second look
At Fortress, Joshua Pack backed businesses that needed time, capital and a capable team. At his alma mater, he made a similar case for veterans whose experience deserved a closer reading.
Jared Hollinger’s bet on what needs tending
From a Nebraska property business to farmland and open-air retail, Jared Hollinger has built his career around the work that follows a purchase. At Sower Investment Partners, the deal is the beginning of the job.
Domenic Miele and the quiet machinery behind alternative investing
For more than two decades, Domenic Miele has worked where private-market ambition meets the rules that let it operate. At Alto, the longtime operations and compliance executive now carries both the chief executive title and the duty to keep the machinery honest.
The Twenty-Year Overnight Success of Matt Brown
He was headed for film school when a pinstriped stranger offered to teach him the math. Three decades later, Matt Brown has made a career of turning finance's velvet ropes into software.
Eric Satz Found a Ten-Week Problem Hiding in Plain Sight
A venture capitalist noticed an IRA statement on his kitchen counter and asked one ordinary question. The answer sent Eric Satz through ten weeks of paperwork - and into a decade-long attempt to rebuild how retirement money reaches private markets.
Priya Kaftan Works the Room Where Capital Meets Conviction
At Heard Capital, Priya Kaftan translates investment ideas into lasting investor relationships. Beyond the firm, she has helped turn introductions into a practical route for women-led funds seeking institutional capital.
Lawrence Calcano Built a Front Door to Private Markets
The former technology banker saw that private investments did not merely need a marketplace. They needed plumbing, patience and a common language. Thirteen years later, his platform services more than $1 trillion in client assets.
Alex Cavalieri Is Making Alternative Investing Less Alternative
The CAIS chief marketing officer has a practical brief: turn a difficult corner of finance into something advisors can learn, discuss and use. His playbook begins with useful content - and ends in rooms full of people.
Donna Parent Turned a Reporter’s Instinct Into a B2B Research Engine
The Dynamo Software CMO built her career on a reporter’s oldest habit: ask a useful question, chase a defensible answer, and turn what you learn into a story people can use.
Jon Caplis Is Fixing the Hedge Fund Industry’s Missing-Data Problem
After a decade inside hedge funds, Jon Caplis built PivotalPath around a stubborn idea: before you judge performance, make sure the right funds are in the room.
Scott Wood Plays the Long Game
He built a wealth advisory firm around fewer conflicts, longer relationships and a patient idea he calls decading. Twenty-five years on, Scott Wood is still asking what lasts.
David Sternberg Built a Wealth Firm Around the Risk Nobody Else Wanted to See
A surprise visit to the CBOE turned a real-estate graduate into a floor trader called Beast. Four decades later, the habit that defined David Sternberg's career remains disarmingly simple: prepare for the day nobody expects.
Daniel Tauber and the Case for Fewer, Better Choices
For two decades, Daniel Tauber has worked where alternative investing meets explanation. His career - from communications and banking to Central Park Group, Macquarie and Blackstone - is a study in making complex choices usable.
Jason Eiswerth
Jason Eiswerth is the CEO of Canoe Intelligence, a New York-based financial technology company that uses machine learning to ingest, categorize, extract, and validate alternative investment documents and data for more than 400 investment firms. A technology entrepreneur with more than 20 years of senior management experience, he took the helm in 2020 and has since guided Canoe through multiple funding rounds, including a $36 million Series C led by Goldman Sachs in 2024, while positioning the company as core infrastructure for the alternatives industry.
Kevin Diao
Kevin (Shengxin) Diao is the co-founder and CEO of Meixin (MX) Global, a New York-based cross-border fintech and investment management company he started in 2015 at age 26. The firm builds technology that gives Asian wealth managers, private funds and family offices access to global alternative investments, aggregating investor subscriptions to lower minimums and costs. A graduate of NYU's Stern School of Business, Diao previously worked at Bank of America Merrill Lynch, Greentech Capital Advisors and Societe Generale. He was named to the Forbes 30 Under 30 Asia list for Finance & Venture Capital in 2017 and to Tatler Asia's Gen.T Leaders of Tomorrow list in 2019.