Irwin Latner is a partner in the corporate and securities practice group of Pepper Hamilton LLP,  resident in the New York office. He has a broad-based practice that focuses on representing hedge fund and private equity fund managers in the establishment of private investment funds and their ongoing operations. He represents both domestic and offshore managers who employ varied investment strategies and need assistance with fund set up and structuring, SEC registration and reporting, agreements with strategic investors, developing effective compliance programs, marketing and advertising practices, employment and compensation arrangements, portfolio investment transactions, derivatives, and compliance with the myriad of federal and state securities and commodities laws applicable to their business. 

In addition to representing investment advisers and fund managers, he represents US and non-US based broker-dealers, placement agents, commodity trading advisers, seeding and incubation firms, and other types of financial service companies and alternative investment firms. He also advises family offices in all aspects of their business structure and investment operations and works with emerging companies in early stage financing and capital raising activities. 

Prior to joining Pepper, Latner was a partner and chair of the hedge fund group at Herrick, Feinstein LLP in New York.

Ann Lee is an internationally recognized leading authority on China’s economic relations.  She consults with policymakers from Europe, Asia, Latin America, and the U.S. about U.S.-China relations, international finance and trade, and China’s political economy.

Ann is the author of the book What the U.S. Can Learn from China, an award winning international bestseller, and the book Will China’s Economy Collapse?  She is also a former visiting professor at Peking University and an adjunct professor at New York University and Pace University where she taught macroeconomics and financial derivatives.  She also sits on the board of Coterie and on the advisory boards of a number of startups.

In addition to television and radio appearances on MSNBC, Bloomberg, ABC, CBS, CNN, CNBC, Fox Business, NPR, CCTV, the BBC among many others, her op-eds have appeared in such publications as The New York Times,The Financial Times, The Wall Street Journal, Newsweek, Businessweek, Forbes, Harvard Business Review, The American Prospect,  The American Banker, the Hong Kong Economic Journal, and China Newsweek. She has been quoted in dozens of publications and has been an invited speaker at numerous industry and academic conferences around the world.

A former investment banker in high yield bonds and technology stocks as well as a partner and credit derivatives trader at multi-billion dollar hedge fund firms, she studied at U.C. Berkeley, Princeton University’s Woodrow Wilson School of International Affairs, and Harvard Business School.

Danielle Lemberg is a senior associate in the Business Transactions Group of Seward & Kissel LLP. Danielle represents private companies, investment management firms, business owners and managers in connection with a variety of business transactions, equity financings and general corporate matters.

Representative transactions include mergers and acquisitions, private equity, venture capital transactions, seed capital arrangements, joint ventures, and strategic alliances. Her general corporate work includes the formation and organization of various business entities, including corporations, partnerships and limited liability companies, and drafting confidentiality agreements, shareholder agreements, operating agreements, and various other forms of commercial arrangements.

Danielle received a B.A. from The William E. Macaulay Honors College at Baruch College, summa cum laude, in 2008 and a J.D. from the University of Pennsylvania Law School in 2011, where she served as an Executive Editor of the University of Pennsylvania Journal of Business Law.

 

 

Frank Lortscher, Subset Capital

Frank Lortscher has twenty years’ experience in analytics, finance and data systems.  After earning degrees from UC Berkeley and the University of Chicago, he worked as a consultant for American Management Systems and later joined Signet BankCard (which became Capital One in a 1994 spin-off).  He served in a series of marketing, analytical and operational roles which culminated in his leadership of Capital One’s Canadian subsidiary.  After a decade with Capital One, he left to co-found Heritage Union, a nationwide insurance company which sought to use data to discover new ways to distribute and underwrite life insurance; the company was sold in 2010.

In addition to being the managing partner of Subset Capital, Frank also serves as president of Array Analytics – a “wisdom of crowds” software development company that built the initial platform for Subset’s trading strategy.

About Subset Capital

Subset Capital offers accredited investors systematic investment solutions that fit readily into larger portfolio objectives. Subset Capital services as the general partner to Subset Capital Open Ultra Trader LP, a long-short equity market neutral hedge fund driven by quantitative modeling of both traditional and newly emerging data sources. Position size is typically 5% of capital and maximum capital at risk in any one instrument is targeted for 1%. Position durations vary from one day to one month.