MFA Ops: Treasury & Finance 2026 - Speakers
March 16, 2026
Conference
New York, NY
Register
Bill Allison
Head of External Alpha Operational Risk
Man Group
William (Bill) Allison is the Head of External Alpha Operational Risk within Solutions and is based in New York. As the head of the Operational Risk team, he is responsible for performing due diligence reviews covering the business, legal, financial and operational risks of investments in alternatives. Bill is a voting member of the External Alpha Investment Committee and co-Chair of the External Alpha Risk Committee.
Prior to joining Man in 2014, Bill worked at Goldman Sachs & Co. in the Controllers division supporting Goldman Sachs Asset Management (GSAM). Before that, Bill was a Vice President in the Finance division at Merrill Lynch & Co.
Bill holds a BS in Accounting from Fairfield University. He is a CFA charterholder.
Michael Berezecky
Director of Fund Operations
CenterBook Partners
Michael has over a decade of operations experience within the financial services sector. Prior to joining CenterBook Partners, Michael was a Vice President on the trade management team at AQR Capital Management, a global quantitative hedge fund, where he supported the trading desk and worked primarily within the middle office. Before joining AQR, Michael started his career at Interactive Brokers and worked within the security clearing and financial control departments. Michael graduated from the University of Connecticut with a B.S. in Economics and holds the Chartered Financial Analyst designation.
Ryan Castle
CEO and Founder
Conduit Security
Ryan Castle is the Founder and CEO of Conduit Security, where he leverages over 18 years of cybercrime and software development expertise to protect businesses from wire fraud and financial losses. Previously, he served as an FBI Special Agent specializing in computer intrusions and organized crime, led engineering teams at Palantir Technologies, and was Chief Operating Officer at TraceSecurity overseeing significant operations and growth. Ryan holds a bachelor’s and master’s degree in computer science from Vanderbilt University and is recognized for his leadership across government, technology, and enterprise security.
Ed Han
Chief Financial Officer
Hudson Bay Capital Management
Ed Han is the Chief Financial Officer of Hudson Bay Capital, having most recently served as the firm’s Deputy Chief Operating Officer since joining in 2024. Prior to Hudson Bay, Mr. Han was a Managing Director in the Financial Institutions Group at Bank of America, where he led strategic advisory for clients in the alternative asset management, specialty finance, and financial technology sectors. He joined Bank of America in 2013.
Before that, Mr. Han was part of the Financial Institutions Group at Deutsche Bank Securities, focusing on specialty finance, where he began in 2008. Earlier in his career, Mr. Han served as a United States Marine Corps Infantry Officer, attaining the rank of Captain and earning combat distinction during the Global War on Terror and Operation Iraqi Freedom (1994–2006).
Mr. Han received his MBA from the University of Texas at Austin and a B.S. in Quantitative Economics from the United States Naval Academy. He is a Class of 2022 Presidential Leadership Scholar, a member of the Economic Club of New York, serves on the Board of Directors of the Bob Woodruff Foundation, and is an Advisor to Brave Capital.
Meha Jain
Global Treasurer
Apollo Global Management
Meha Jain joined Apollo Global Management as the Global Treasurer in 2024, responsible for the company’s policies and management of global capital and liquidity, capital markets, treasury operations and stakeholder management including rating agencies, fixed income investors and banking partners. Before Apollo, she served as Vice President and Deputy Treasurer at Prudential Financial. Prior to joining Prudential, she was the Head of Strategy for Deutsche Bank Americas region where she was instrumental in regulatory transformation working closely with the Board and C-suite. Meha also worked at Credit Suisse in investment banking division and Deloitte serving a range of financial institution clients. Meha currently serves as the Chair of the Investment Committee of the Board of Trustees of Newark Museum of Art based in Newark, NJ.
She received an MBA from Columbia Business School, a master’s degree in accountancy and finance from Case Western Reserve University, and a Bachelor of Commerce degree from University of Delhi. Meha lives in Summit, NJ with her husband and 6-year-old daughter.
Matt Kiraly
Global Head of Equity Finance and Prime Sales
HSBC Bank
Darryl LaMonico
Head of BP&A and Management Controller
Bridgewater Associates
Darryl LaMonico joined Bridgewater in 2005 and is currently the Head of Business Planning and Analysis and Management Controller. As Head of Business Planning and Analysis and Management Controller, Darryl is responsible for partnering with leadership on strategic investments, sourcing and contract negotiations, reporting on the company’s financial picture, managing revenue and fees analyses, and owning budgeting, planning, and capital deployment. Over the past 19+ years, Darryl has worked within the Finance department in various capacities starting as Team Lead of Revenue, then to Senior Manager and subsequent Director of Departmental Finance, and then the Head of Business Planning and Analysis.
Prior to joining Bridgewater, held positions at State Street Bank and Bank of America. Darryl holds a BA in Finance from the University of Massachusetts Amherst.
Mike McCuin
Executive Director, Prime Financing Distribution
UBS
Michael is an Executive Director in Prime Financing Distribution at UBS. He is responsible for UBS’s Financing Franchise in Boston and also covers several well-established clients in the Tri-State area. Prior to joining UBS in 2020, Michael spent 10 years in Prime Brokerage & Outsourced Trading Sales at Jefferies and BTIG in New York, where he developed an expertise in partnering with Emerging Managers. Michael got his start in Prime Brokerage in Boston as a Relationship Manager at JP Morgan Securities (formerly Bear Stearns) after several years as a Sales Trader in Cash Equities at CIBC World Markets. Michael graduated from Furman University with a degree in Business Administration.
Anthony Megaro
Chief Financial Officer
Cinctive Capital Management
Anthony joined Cinctive in 2019. Prior to Cinctive, Anthony was a Manager of Financial Reporting at Moore Capital, where he oversaw the entire NAV production and financial reporting processes. Previously, he was the Controller/Treasurer for Moore Strategic Value Partners, LLC, a distressed debt closed-end fund from 2002-2005. Prior to that Anthony was a consultant for the Blackstone Group, specifically working in the area of tax and accounting for the real estate funds from 2000-2002. Anthony began his career in public accounting in the real estate tax groups at Deloitte and Arthur Andersen. Anthony holds a B.S. in Accounting from Seton Hall University, an MBA in Finance from Fordham University, and is a CPA registered in the state of New York.
Bruno Miguel
Head of Financing and Resources Management for Prime Services
Citigroup
Bruno Miguel is Head of Financing and Resources Management for Prime Services at Citigroup. In his role, Bruno oversees the refinancing and optimization of equity collateral, as well as the management of liquidity and capital constraints within Prime, to drive profitability and sustainable growth.
Prior to joining Citi, Bruno worked at BNP Paribas for 17y in similar FRM roles and Delta One trading functions.
Bruno graduated from ENSAE Paris and holds a MS in Statistics and Financial Mathematics
Brandy Morris
Chief Financial Officer
AB CarVal
Brandy Morris serves as Principal and Chief Financial Officer at AB CarVal, where she oversees the firm’s management company, financial control and investor accounting, and data initiatives and solutions functions. A vital member of the AB CarVal team, Brandy contributes significantly to the compensation team and is a key member of the Executive Committee and the Human Capital and Compensation Committee. With a tenure at AB CarVal beginning in 2009, Brandy previously led the firm’s global technology function, building out best-in-class capabilities and a strong financial operations (FinOps) mindset. Her career prior to AB CarVal includes roles at Deephaven Capital Management, AEW Capital Management, and PricewaterhouseCoopers. Brandy holds both a Bachelor of Science and a Master of Science in Accounting from Virginia Polytechnic Institute and State University.
Hilela Pagano
Managing Director, Fund Accounting and Valuation
Monarch Alternative Capital LP
Scot Pasquale
Chief Financial Officer
Marathon Asset Management
Scot Pasquale is the Chief Financial Officer at Marathon Asset Management. Based in New York, he joined the firm in 2008. Scot received a B.S. in Accounting from Lehigh University. He previously worked at Lehman Brothers and EY.
Courtney B. Posner
Partner, Investment Management Group
Lowenstein Sandler LLP
Courtney Posner is a leader in the investment management community, and advises investment managers in all of the legal aspects of their businesses andoperations. She has extensive experience in fund formation and structuring, Investment Advisers Act regulatory and compliance matters, legal and operationalbest practices, and a wide variety of other matters for leading investment managers and other market participants throughout the investment managementcommunity.
Well-known in the industry as a trusted advisor to multi-billion-dollar fund managers, Courtney builds close partnerships with fund founders, executive officers,internal general counsels, and their legal teams to enable our clients to successfully achieve their objectives. She has a deep understanding of how funds andinvestment managers operate, and provides exceptional client service with her thoughtful, thorough, and seasoned approach.
Prior to joining Lowenstein, Courtney was the General Counsel and Chief Compliance Officer at Echo Street Capital Management LLC and, prior to that, sheserved as Senior Vice President/Associate General Counsel at PineBridge Investments.
Courtney’s breadth and depth of experience makes her a sought-after thought leader in the investment management community.
Keith Raftery
Senior Vice President, Business Development
Arcesium
Keith is a senior executive on Arcesium’s business development team specializing in strategic Target Operating Model transformations. Before joining Arcesium, he was a founding member of Enso Financial Analytics, where he led the sales division of the treasury firm. Keith brings extensive industry experience, having previously spent 11 years at Credit Suisse Prime Brokerage, where he held key positions on both the Fixed Income and Strategic Consulting teams. His combined expertise in financial services, prime brokerage, and technology-enabled solutions positions him as a trusted advisor for complex operational transformations.
Dava Ritchea
Chief Financial Officer
AMG
Dava Ritchea is the Chief Financial Officer of the Company. She joined AMG in 2024 from Sculptor Capital Management Inc., where she served as Chief Financial Officer and as a member of the firm’s Partner Management Committee. Prior to joining Sculptor in 2021, Ms. Ritchea served as Chief Financial Officer at Assured Investment Management LLC (formerly known as BlueMountain Capital Management, LLC) from 2017 to 2021. Earlier in her career, Ms. Ritchea held investment banking and strategy roles at each of Credit Suisse Group AG, Barclays Capital Inc., and Lehman Brothers Inc. Ms. Ritchea received a B.S. in Business Administration from Carnegie Mellon University.
Greg Rossi
Managing Director, Americas Financial Resource Group
Bank of America
Greg oversees the Americas Financial Resource Group (FRG) within Bank of America which focuses on the optimization of Capital, Liquidity, and Revenue for the Prime Brokerage and Equities division.
Greg joined BofA in 2021, leading its client optimization strategy, building its quantitative financing toolsets, and client metrics platform. Prior to joining the firm, Greg worked at Citibank in Global Prime Finance in a similar capacity on its FRM team, as well as US Equities Funding. Prior to Citibank Greg held similar roles at Barclays Bank, Lehman Brothers, and started his career as a Biomedical Engineer.
Greg holds a Bachelor’s degree from Stonybrook University with a major in Mechanical Engineering where he also played Lacrosse.
Eric Sacks
Chief Financial Officer and Co-Chief Operating Officer
Coatue
Eric Sacks is Chief Financial Officer and Co-Chief Operating Officer at Coatue. Prior to joining Coatue in 2024, Eric was most recently Chief Financial Officer and Co-Chief Operating Officer of Davidson Kempner Capital Management. Prior to that, Eric was Chief Financial Officer of Anchorage Capital Group. Eric graduated from the University of Wisconsin-Madison with a BBA and holds both CPA and CFA designations.
Nathan Sheets
Global Chief Economist
Citi Research
Nathan Sheets, Ph.D., is Global Chief Economist at Citi Research. In this role, Nathan leads Citi’s surveillance and forecasting of the global economy and directs the analysis of the firm’s economics team. He interacts closely with Citi’s major institutional clients and internal risk takers, and publishes research on cross-cutting themes shaping the global economy and financial markets.
Most recently, Nathan was Chief Economist and a member of the senior investment team at PGIM Fixed Income. He also has served as Under Secretary of the U.S. Treasury for International Affairs, representing the U.S. government on international economic issues. Previously, he held positions with Citigroup, as Global Head of International Economics, and with the Federal Reserve Board, as Director of the Division of International Finance and FOMC Economist. In addition, Nathan was a senior advisor to the U.S. Executive Director of the International Monetary Fund and a visiting fellow at the Peterson Institute for International Economics. He joined Citi in October 2021.
Roark Stahler
Managing Director, US Head of Strategic Consulting
Barclays
Mr. Stahler is the US Head of Strategic Consulting at Barclays. Mr. Stahler joined Barclays in 2008 as a member of the Strategy team working on various projects across the Investment Bank. Prior to joining Barclays, he worked as a consultant for McKinsey & Company, advising Asset Managers and other financial institutions as well as several other client types.
Mr. Stahler holds an MBA as well as a BA from the Stern School of Business at New York University.
