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Rising Leaders Council

The IPA Rising Leaders Council is composed of dynamic and talented individuals who are deeply committed to shaping and advancing the PDI industry. This prestigious group is recognized as future leaders by their firms and the industry.

I am excited about investor's growing recognition of the need to look beyond the traditional 60/40 portfolio to PDIs. The market environment we find ourselves in today only adds to this need, and places an emphasis on how important this industry is in helping people reach their financial goals.

Gina KapsimalisRelationship Manager, National Accounts, FS Investments

I'm excited to join my colleagues in advancing the IPA's principles, including expanding access for retail investors to opportunities that have historically only been available to the wealthy and institutions. Serving on IPA’s Rising Leaders Council will also broaden my expertise in this industry and help me to better serve my clients.

Daniel HoneycuttCounsel, Retail Funds Practice, Simpson Thacher & Bartlett LLP

The fact that more and more asset managers are starting to enter the alternatives market is a testament to the importance that this asset class brings to a client's portfolio. This growth will fuel the need for more education which plays into IPA's key tenets.

Kevin SierraAssociate Director, Product Manager - Private Markets, Invesco

I am most excited about the continued change of the perception of our industry. I feel we are shifting away from these products being available to only high net worth investors. The access is expanding, and so is the demand.

Katie PetersonSVP, National Accounts, Cantor Fitzgerald

The PDI industry is ripe with opportunity. As a member of the Rising Leaders Council, I look forward to networking with next-generation leaders to forge the future.

Lindsey MagaroPartner, Alston & Bird LLP

I am hoping to learn and grow the depth of my knowledge of the PDI industry, through participating in meetings and events with my peers in the Rising Leaders program.

Ashley PridemoreMember, Snyder Kearney

The growing demand and potential to improve shareholder outcomes through a combination of investments and fund structures excites me about the future of the PDI industry

Parth DoshiProduct Management and Development Closed-End Funds, Nuveen

The IPA and the Rising Leaders Council are uniquely positioned to connect all areas of the PDI industry and work collectively to advance the mission of the PDI industry. I am excited to participate in this work and help drive the industry forward for the benefit of the investor community we serve

Jarrett MellmanSenior Vice President, Fund Management, iCapital

I am excited to be a part of a group dedicated to furthering innovation in investment product structuring and increasing accessibility of alternative investments to retail investors.

Carly HoelerSenior Vice President, Head of Business Development, Ashford Securities

Peter Aregger

Senior Client Relationship Director,
Phoenix American Financial Services, Inc

Kimsey Bailey

Vice President of
Key Accounts,
CNL Financial Group

Christopher Blanchard

Senior Director,
Fidelity Investments



Megan Bosch

Senior Regional Vice President, Mid Atlantic
Capital Square

Tyler Carter

SVP – National Accounts,
Versity Invest



Ryan Collins

Vice President,
Portfolio Specialist,
StepStone Group
 

Michael Covello

Executive Managing Director,
Robert A. Stanger & Co., Inc.

Nickolaus Darsch

Managing Director,
Ultimus Fund Solutions

Parth Doshi

Product Management and Development, Closed-End Funds,
Nuveen

Michal-Erin Frushell

Executive Vice President
Integras Partners


Manny Gill

Director, Fund Operations,
CIM Group 

Louis Greco

Managing Director, Head of RIA Distribution,
CION Investments

 

Martin Hedstrom

Vice President,
Due Diligence,
Griffin Capital Company, LLC


Jacob Heidkamp

Co-President,
FactRight

Carly Hoeler

Senior Vice President, Head of Business Development,
Ashford Securities LLC

Daniel Honeycutt

Counsel, Retail Funds Practice, 
Simpson Thacher & Bartlett LLP

Brandon Hunt

Executive Vice President, Portfolio Manager, StratCap Investment Management

Gina Kapsimalis

Relationship Manager, National Accounts,
FS Investments

Liz Jones

Principal, Private Wealth Group Partnerships,
Ares

Patrick Kennavane

Principal,
KKR & Co.


James Linhardt

Attorney,
Kunzman & Bollinger, Inc.

Jackson Long

Private Markets Lead,
Raymond James Financial

Arthur Loyd

VP, Due Diligence and Corporate Counsel,
Calton & Associates

Lindsey Magaro

Partner,
Alston & Bird LLP

Michael McGettigan

Managing Director – Due Diligence and Investor Relations,
Hines

Rob McLamore

President,
Great Lakes Fund Solutions, Inc.

Jarrett Mellman

Senior Vice President, Fund Management,
iCapital

Braden Merritt

Managing Director, 
Humphreys Capital

Evangelia Karanikas Morganelli

Director, Enterprise
Relationship Management,

CAIS

Calvin Morphy

Vice President of Operations,
Starwood Capital Group

Sean Mulcahy

Head of Investment Operations,
Opto Investments

Kate O'Neil

Vice President,
Blackstone

Katie Peterson

Vice President, National Accounts,
StratCap Securities

Ashley Pridemore

Member,
Snyder | Kearney, LLC

Gael Ragone

President,
Carter Exchange
 

Mary Katherine Rawls

Partner,
Troutman Pepper

Kristopher Rooney

Head of National Accounts,
Apollo

Joseph Roth

Principal,
Eagle Point Credit Management

Crystal H. Rutkowski

Ambassador,
Urban Catalyst Funds
 

Katie Shook

Director, National Accounts,
NexPoint Securities

Kevin Sierra

Associate Director, Product Manager – Private Markets,
Invesco

Mark Stern

Associate,
Morris, Manning & Martin, LLP

Beth Veloz

SVP of Institutional Accounts,
ExchangeRight Real Estate

Joe Werner

Vice President – 1031 Exchange Platform,
LaSalle Investment Management
 

Natalya Zernitskaya

Sr. Due Diligence Analyst, Cetera Financial Group