Bill Braxton, Managing Director, Business Development and Client Partnerships, joined Crestline in 2009. Mr. Braxton's responsibilities include advancing the firms business development,consultant relations and client service efforts. Mr. Braxton has over 17 years of experience in hedge funds, investment management, entrepreneurship and corporate finance. Mr. Braxton’s focus has been in sales, marketing, investment due diligence, finance and various entrepreneurial ventures. Prior to joining the Firm, Mr. Braxton worked for Merrill Lynch's hedge fund group in New York where he was responsible for manager due diligence as well as internal and external capital raising efforts for private equity, hedge funds and hedge fund of funds. Mr. Braxton began his career as a financial analyst for International Business Machines (IBM) after receiving his B.B.A. in Finance from The University of Mary Hardin-Baylor. Mr. Braxton has an M.B.A. with a dual concentration in Finance and Entrepreneurship from the Wharton School of Business and serves as Chairman of the Board of Directors for the Texas Hedge Fund Association and is the Treasurer and Member of the Board of Directors forVolunteerNow.
Lynne Alpar is Chief Financial Officer and Partner at the Dallas-based hedge fund, Carlson Capital, L.P. She joined Carlson in 1993 and she manages the accounting, operations, tax, and reporting functions of the Black Diamond Funds® and Carlson Capital, L.P.
Prior to joining Carlson, Ms. Alpar spent six years as the Accounting Manager for Acadia Partners, L.P. where she gained extensive experience in securities accounting. From 1983 to 1987, she was a Tax Accountant and Senior Auditor for Ernst & Young.
Ms. Alpar is a member of the AICPA, the Texas Society of CPAs, and currently serves on the board of the Texas Hedge Fund Association. She was a founding board member of Capital for Kids. She previously served on the National Board of Governors for Legatus for three years, and the Finance Council of St. Andrew’s Catholic Church for four years. She is also actively involved in the Stephen Breen Memorial Foundation. Ms. Alpar earned her B.B.A. from Texas Christian University.
Ryan Bailey is the Head of Investments at Children’s Health System of Texas, where he oversees $1.5 billion in assets. Ryan and his team are responsible for creating and managing the investment strategy for the Hospital's pension, foundation, operating cash, and long term pools. As the Hospital's inaugural investment officer, Ryan established the department, designing and implementing the systems, processes, and governance structures required in the formation of a top tier endowment office.
Prior to Children’s Health, Ryan served as Investment Officer and Interim CIO of the Meadows Foundation. In this capacity, he drove the due diligence process, aided the development of strategic asset allocation, and constructed and implemented investment strategy to achieve competitive performance.
Ryan graduated from Yale University with a Bachelor of Arts degree in Economics. He holds a number of certifications including: Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), Chartered Alternative Investment Analyst designation (CAIA), and Chartered Market Technician (CMT) designations. In 2000, he founded a trading company located on the 83rd floor of World Trade Center One and later, after surviving the events on 9/11, relocated to Dallas, Texas. Ryan was featured in the June 2011 issue of D magazine, was named one of the 40 under 40 in the April 2015 edition of Asset International–Chief Investment Officer Magazine (aiCIO), was also a finalist for the aiCIO’s 2015 Next Generation Award and received the Institutional Investor 2016 Investor Intelligence Award recognizing Healthcare Institutions for Portfolio Construction .Ryan currently serves as a Director on the board of Blue Dolphin Energy (BDCO) and is an Angel for the Texas Wall Street Women.
Rob has 13 years of midstream energy industry experience and has served as Senior Portfolio Manager since joining Center Coast Capital Advisors,LP during its inception in 2007. He also serves on the Investment Committee and is responsible for overseeing the MLP research, portfolio construction and ongoing portfolio management. He was named a Principal in 2010. Previously, Rob was in Morgan Keegan’s Energy Investment Banking Division and a Senior Project Advisor at Enbridge Energy Partners, LP, where he advised on over $8 billion of mergers and acquisitions within the MLP space. Rob began his career in the energy industry at Koch Industries, Inc. where he served in various roles in their Capital Market, Hydrocarbon and Midstream group. He holds an MBA from the McCombs School of Business at the University of Texas and a BBA in Finance from Texas Christian University.
Anthony Curtiss, CFA (Director of Hedge Funds)
Anthony Curtiss joined the Employees Retirement System of Texas (ERS) in December of 2012. Today, his primary role is overseeing the Trust’s underlying hedge fund exposure with the help of his team. The Trust is a $25 billion dollar public pension plan that has over $1 billion dedicated to hedge funds. Hedge funds are used across the Trust, but the core of the mandate is focus on absolute return strategies. Absolute return strategies are divided into five broad asset class strategies which are as follows: event driven, equity long/short, global macro, relative value, and opportunistic.
Prior to ERS, he was previously employed at Salient Partners L.P. based out of Houston, Texas (2005-2011). While at Salient Partners, his role was broad and included the following aspects: manager monitoring, investment selection/recommendation, operational due diligence, and ongoing due diligence requirements. His investment expertise while at Salient Partners resided around providing client solutions for both high net worth and institutional clients. Anthony started his career as an auditor at KPMG (2001-2003). His audit background was focused on both financial services and non-profit institutions.
He received a MS in Finance from the University of Nebraska and also has a BBA in Accounting from the University of Texas at San Antonio. Lastly, he is a CFA charter holder and has been a charter holder since 2010.
Robert is a Deputy CIO for the investment office of Texas Tech University System. The investment office manages approx. $1 billion USD in endowment assets on behalf of the TTU System. Robert joined the award-winning investment team in October of 2016, after serving as Director of Investments at the Employees Retirement System of Texas. Robert has managed many top-performing portfolios, funds of funds, an indices in over ten years investing in the alternative investment industry. He is a board member of industry groups including the Texas Hedge Fund Association and the Alignment of Interest Association. Robert has earned degrees in Mathematics, Economics, Econometrics and International Economics, and is also a CFA Charterholder. He is an avid gardener, beekeeper, husband and father of three.
Burke A. McDavid advises both established and emerging managers in organizing and operating private investment funds—both hedge funds and private equity funds—employing a variety of strategies, including emerging markets, distressed debt, energy, real estate and fund of funds. He also advises institutional and other investors in connection with their investments in private investment funds and assists clients (both sponsors and investors) with negotiating side letter agreements.
Mr. McDavid has extensive experience in the laws and regulations applicable to private investment funds and their managers in the United States and other jurisdictions. He regularly counsels fund sponsors regarding compliance with securities and commodities laws and regulations and other general corporate matters. He also represents investment managers in connection with strategic relationships, joint ventures and other transactions.
Mr. McDavid received his B.A. in Russian area studies in 1992 and his J.D. cum laude in 1998 from Southern Methodist University.
Wanda Potts is Director of Finance and Compliance at e360 Power, LLC.
Wanda has over 20 years of experience in the hedge fund industry specifically in accounting and business administration.Previously, she was the Chief Financial Officer of Phillips Trading Group, Inc., Michael Marcus’ commodity futures and foreign exchange trading firm, and the Chief Financial Officer of Austin Capital Management, a fund-of-funds firm.
Wanda obtained her education at St. Edwards University, is a founding member and Vice President of Texas Wall Street Women, serves on the board of the Texas Hedge Fund Association, is a member of the National Society of Compliance Professionals and holds a Series 65 license.
Thomas Trujillo is a financial services partner located in Dallas KPMG office. He serves mainly companies in the Alternative Investments practice. He works with organizations in the hedge, private equity and venture sectors. Thomas has extensive experience in various products including derivative instruments, equities, debt, and private investments. He specializes in providing alternative investment entities with first-hand consultation on fund structuring, regulatory compliance, and operational matters using his past experience as a chief financial officer of an investment fund.
Prior to joining KPMG, Thomas was a senior manager in the financial services group with Rothstein Kass providing audit and advisory services for hedge fund, fund of fund and private equity companies. Thomas was also the founding chief financial officer of a long/short investment fund prior to joining Rothstein Kass where he was responsible for operations, financial reporting and investor relations.
Thomas also spent 10 years with Ernst & Young in its Southwest area Asset Management practice performing auditing and business advisory services for several key hedge funds, fund of fund and private equity clients.
Thomas is a graduate of the Wharton School of the University of Pennsylvania, where he earned a Bachelor of Science degree in economics. He serves on the Board of Directors of the Texas Hedge Fund Association, is a member of the American Institute of Certified Public Accountants, and a member of the Texas Society of Certified Public Accountants.
Taylor H. Wilson joined Haynes and Boone in 1990 and serves as chair of the firm's Investment Management Practice Group. He focuses his practice on corporate/securities, private equity, mergers and acquisitions and general corporate matters, and regularly advises investment advisers to both domestic and offshore funds with respect to fund formation and investment management activities. Taylor has been recognized as one of The Best Lawyers in America, Woodward/White, Inc., for Securities Law/Capital Markets Law 2007-2012; and for Corporate Law, 2013-2017.