Speaker – Peltz International

Adil Abdulali, Protege Partners

Protégé Partners

Adil Abdulali is President and Chief Science Officer of MOV37 and Protégé Partners. Adil has 27 years of experience in the financial markets. For the past 15 years Adil has been sourcing, investing and managing alternative investments in emerging managers. He is developing new metrics and visualization tools to evaluate Autonomous Learning Investment Strategies that bring together data, data science, machine learning with cheap available computing power. He joined Protégé in 2003, shortly after its inception as head of risk and developed the systems and analytics to manage early stage investing risks. Adil used geometry to invent the Bias Ratio, a metric that detects return smoothing by active managers.

Prior to joining Protégé and MOV37, Adil spent the first half of his career trading fixed income derivatives at JP Morgan, Nikko, Nomura, and Barclays. At Nomura and Barclays, he ran the systems and analytics groups for these products. He was a Senior Advisor at Capital Market Risk Advisors specializing in structured products and hedge fund valuation.

Adil Abdulali has an M.A. in pure mathematics from MIT and B.A. in mathematics from University of Pennsylvania

Ram Ahluwalia, PeerIQ

PeerIQ

Ram is the CEO and Founder of PeerIQ. Previously, Ram was the CIO of Winged Foot Capital an investment advisor responsible for managing alternatives investments in structured credit including ABS, CMBS, RMBS, and CLOs.

Previously, Ram was a Senior Vice President at Bank of America-Merrill Lynch and member of the Cards & Deposits executive management team responsible for investment decisioning a $120Bn credit portfolio. Prior to this role, Ram was a Vice President at the Merrill Lynch Global Bank Group.

Ram received a B.A. in Economics-Philosophy from Columbia University and is a CFA charterholder.

Mary Akkerman, Ballard Spahr

Ballard Spahr

Mary Akkerman

Mary Akkerman guides clients through all aspects of fiduciary representation and estate planning, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals, and related litigation. Mary is skilled at establishing public and private trust companies in South Dakota and regularly works with U.S. and international families and advisors on cross-border planning, non-resident alien trust formation, and international tax issues.

She was elected to the American College of Trust and Estate Counsel (ACTEC), a national organization of approximately 2,600 lawyers elected to membership by demonstrating the highest level of integrity, commitment to the profession, competence, and experience as trust and estate counselors. Her experience includes

Obtaining state charters for private family trust companies for ultra-high net worth families and assisted in formation of trust company entities, policies and procedures, and trust administration matters
Regularly representing trustees in defense of high-stakes cases involving fiduciary claims
Regularly representing interested parties in contested trust, estate, guardianship and conservatorship matters

Mary is also a member of the firm’s Diversity Council.

PROFESSIONAL HIGHLIGHTS

Professional Activities

State Bar of South Dakota, Member

Minnesota State Bar Association, Probate and Trust Section, Member

Iowa State Bar Association, Member

American Bar Association, Section of Taxation; Real Property, Probate and Trust Law Section, Member

Society of Trust and Estate Practitioners, TEP Member

Sioux Falls Estate Planning Council, Member

Prairie Family Business Association, Member

University of South Dakota School of Law Advisory Council, Member

Sioux Falls Estate Planning Council, Board of Directors

Florida Bar, Real Property, Probate and Trust Law Section

South Dakota Trust Association, Member, Board of Directors

Recognitions and Accomplishments

The Best Lawyers in America, trusts and estates, 2018-2020

American College of Trust and Estate Counsel (ACTEC), Fellow

ACTEC Asset Protection Committee, Member

ACTEC Fiduciary Litigation Committee, Member

Chambers High Net Worth, Private Wealth Law, South Dakota

Great Plains Super Lawyers, 2014-2018

Martindale-Hubbell AV® Rated

Thomas Sterling Honor Society

Publications

Author, “Decanting: A Practical Roadmap for Modernizing Trusts in South Dakota,” South Dakota Law Review, Volume 61, Issue 3, Fall, 2016

Author, “Handling Disputes in Estate Litigation,” Chapter 1, Managing Disputes Over Wills and Inheritance, January 1, 2014

Co-author, “Why an Irrevocable Trust is Not Always Irrevocable,” The Trust Advisor, April 1, 2012

Community Activities

P.E.O.

EDUCATION

South Dakota State University (M.A. 1998)

South Dakota State University (B.A. 1994)

University of South Dakota School of Law (J.D., 2001, with Sterling Honors)

ADMISSIONS

South Dakota

Minnesota

Iowa

Florida

U.S. District Court for the District of South Dakota

U.S. District Court for the District of Minnesota

U.S. District Court for the Southern District of Iowa

U.S. Court of Appeals for the Eighth Circuit

U.S. Tax Court

Samantha Anderson, Sotheby’s

Sotheby's

Engaging every facet of Sotheby’s global art business, she works closely with clients and their advisors to provide appraisals and to develop sale strategies, whether for a single item or for an entire collection.

During her time at Sotheby’s, Samantha has been involved in the sale of many important collections and estates including the Jerome and Ellen Stern Collection and the Collection of Santiago Barberi Gonzalez.

Samantha is a graduate of the Benjamin N. Cardozo School of Law, where she concentrated on Intellectual Property and Art Law. Throughout law school she was a legal intern in Christie’s

Samantha Anderson, Sotheby’s

Sotheby's

Samantha Anderson

Samantha Anderson joined Sotheby’s in 2016 as an Assistant Vice President, Business Development, Fiduciary Client Group. Samantha advises fiduciaries and individuals on the valuation and sale of property. Engaging every facet of Sotheby’s global art business, she works closely with clients and their advisors to provide appraisals and to develop sale strategies, whether for a single item or for an entire collection. During her time at Sotheby’s, Samantha has been involved in the sale of many important collections and estates including the Jerome and Ellen Stern Collection and the Collection of Santiago Barberi Gonzalez.

Samantha is a graduate of the Benjamin N. Cardozo School of Law, where she concentrated on Intellectual Property and Art Law. Throughout law school she was a legal intern in Christie’s Legal and Restitution departments. She was also a legal intern for Herrick Feinstein, LLP where she worked with their Art Law Group. Prior to attending law school, she received her Bachelor’s degree as well as a double MA in History of Art and Social Anthropology from the University of St. Andrews, Scotland. Throughout her MA, she worked with a law firm specializing in Customs and Cultural Property Law. Immediately prior to joining Sotheby’s, Samantha worked at a national multifamily office specializing in ultra-high net worth clients. Her role there focused on advising clients on Trusts & Estates planning, as well as tax and charitable giving.

She was a volunteer at the Metropolitan Museum of Art for over four years and is certified in the Uniform Standards of Professional Appraisal Practice.