Steven G. Bloom, CFA, has more than 20 years of experience on the sell side and buy side investing in listed equities and specialized private equity funds across traditional, real, and emerging asset classes. He founded Real Research & Advisory to perform real estate fund and manager due diligence and provide strategic advisory services. Steven was previously a portfolio manager on APG Asset Management's Opportunity Fund, head of research for APG US real estate fund, head of HSBC Asset Management's global listed TMT fund, and a senior sell side equity REIT analyst for Morgan Stanley. He also teaches business courses for the New York Institute of Finance and co-chairs NYSSA's Alternative Investments Committee. Steven received his B.S. from Cornell University's Dyson School of Applied Economics and Management and is a CFA charterholder.
Mark Sullivan, CFA, is a Managing Director and Partner at Stonehaven, LLC. Mr. Sullivan works closely with Stonehaven’s CEO to spearhead origination and ongoing
management of mandates while also playing a senior management role. Prior to Stonehaven, Mr. Sullivan was the Director of US Sales Management at Man Investments Inc. where he coordinated product
operations and development and managed related workflow across stakeholders including investment management, marketing, third party investors, service providers, legal, compliance, operations,
reporting and management. Mr. Sullivan came to Man Investments Inc. following the acquisition of Ore Hill Partners LLC in May 2011, where Mr. Sullivan was a Partner and served as the firm’s CFO and
COO for over 8 years. Mr. Sullivan built and managed all non-investment functions for the multi-product alternative asset management firm and was integral in helping grow the firm from $70 million &
7 employees to $3 billion AUM & 45 employees. Prior to Ore Hill Partners LLC, Mr. Sullivan worked for Credit Suisse First Boston / Donaldson, Lufkin & Jenrette within their Private Client Services
division from 2000 to 2003. Mr. Sullivan also worked with Morgan Stanley Dean Witter in their Private Wealth Management division from 1998 to 2000. Mr. Sullivan earned an M.B.A. from the Leonard
Stern School of Business at NYU with a concentration in Finance and a B.A. in Economics from Boston College. Mr. Sullivan is a CFA charter holder and member of the CFA Institute and the New York
Society of Security Analysts (NYSSA). Currently,
Mr. Sullivan holds the Series 3, 7, 24, and 63 registrations with FINRA. Mr. Sullivan lives in Larchmont, NY with his wife, son and two daughters.
Thomas Brigandi is an associate analyst in the Global Project and Infrastructure Finance Group at Moody's, where he covers public power, power generation projects, toll-roads, airports, ports, project financings and public-private partnerships, across the Americas. Brigandi also serves on Moody's public pension task force. In the past, Brigandi worked at the US$150 billion NYC Pension Fund, where he focused on energy and natural resources and reported directly to the chief investment officer. Brigandi, the New York Society of Security Analysts (NYSSA) 2016 Benjamin Graham Distinguished Service Award recipient, 2015 Volunteer of the Year and 2013 Young Investment Professional Award recipient, has organized over 40 NYSSA conferences that were attended by +7,500 investment professionals, in addition to over 300 speakers who collectively and directly oversee +$12 trillion (~1/8 of total institutional AUM globally). While serving as the Director of Global Volunteers of the American Foundation for African Children's Education, Brigandi was the lead organizer of the NASDAQ Closing Bell Ceremony on September 23, 2011, hosted for the President of Sierra Leone. Brigandi has cultivated personal relationships with thousands of asset owner, buy-side & sell-side investment professionals globally and maintains over 7,500 connections on LinkedIn.
Daniel Fridson is an associate analyst, covering High Yield issuers for Moody's Corporate Finance Group, across a variety of sectors, including Food and Beverage, Consumer Durables and Manufacturing. He previously worked in research for Empire Valuation Consultants, Real Assets Research and Fridsonvision LLC, as well as serving as an emerging markets equity analyst for Cooper Financial Research. Prior to that, he researched short-term fixed income investments at the Comptroller's Office of the City of New York, reporting to the assistant comptroller for asset management. Fridson was also an analytical advisor on a Transportation Research Bureau report in 2012 and a research assistant at the School of International and Public Affairs at Columbia University, from which he holds a BA. He has previously written for Seeking Alpha and Investing.com, and has been featured on Reuters Global Markets Forum and Arise TV.
Chris Cutler, CFA, is founder of Manager Analysis Services, a hedge fund consultant for institutions, funds-of-funds and high-net-worth individuals. Since launching in 2003, MAS has reviewed more than 1,500 hedge fund managers representing every strategy in the asset class. In addition to hedge funds, Cutler has analyzed traditional equity, fixed income and private equity managers as well as individual private equity and venture capital investments. Prior to founding MAS, he worked for Deutsche Bank from 1994 to 2003, cofounding a specialized fixed income derivatives product, marketing over-the-counter interest rate derivatives and developing structured financial products. From 1988 to 1994, he worked as an emerging markets economist and bank regulator for the Federal Reserve Bank of New York. Cutler earned his MBA in finance from the New York University Stern School of Business and BA in economics from the University of Chicago, where he was a member of Beta Gamma Sigma. As chair of the New York Society of Securities Analysts’ Alternative Investment Committee from 2005 to 2007, he created the Alternative Analysts’ Forums.