TAIA is governed by a Board of Directors. The following are currently members of the Board of Directors:
Thomas Trujillo is a financial services partner located in Dallas KPMG office. He serves mainly companies in the Alternative...
Lynne Alpar is Chief Financial Officer and Partner at the Dallas-based hedge fund, Carlson Capital, L.P. She joined Carlson...
Ashleigh White is a Senior Manager in the Asset Management practice of KPMG. Mrs. White began her career with...
Burke A. McDavid advises both established and emerging managers in organizing and operating private investment funds—both hedge funds and...
Ryan Bailey is the Head of Investments at Children’s Health System of Texas, where he oversees $1.5 billion in...
Wanda Potts is Director of Finance and Compliance at e360 Power, LLC. Wanda has over 20 years of experience...
Brad Gilbert is a Senior Director in the External Public Markets group at the Teacher Retirement System of Texas,...
Sarah Riley is the Director and Head of Association Partnerships at the Managed Funds Association. Previously, she was the...
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.
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.
Ashleigh White is a Senior Manager in the Asset Management practice of KPMG. Mrs. White began her career with Rothstein Kass in 2009 where she worked with various domestic and offshore clients within the alternative investment industry, including hedge funds, fund of funds, private equity funds and management companies. She joined KPMG as part of the Rothstein Kass acquisition in 2014 and maintains her previous responsibilities.
Mrs. White received a Bachelor of Business Administration from Baylor University and a Master of Science in Accounting from The University of Texas at Arlington. Mrs. White is a member of the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TSCPA), Texas Wall Street Women (TXWSW) and Texas Young Professionals – Dallas Chapter (TYP).
Mrs. White serves as the Education committee Co-Chairman and a Junior Board member of Texas Wall Street Women and has acted as a formal mentor to high school girls through the Foundation for the Education of Young Woman’s mentorship program.
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.
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.
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.
Brad Gilbert is a Senior Director in the External Public Markets group at the Teacher Retirement System of Texas, a $150 billion pension system serving 1.4 million active and retired educators and their families. Mr. Gilbert is head of the Trust’s $12 billion allocation to hedge funds.
Prior to joining TRS in 2006, Mr. Gilbert held various positions within Unum Investment Management, the investment arm of Unum Insurance Group. Brad holds a B.B.A. in Finance from The University of Texas at Austin and is a CFA and CAIA Charter holder.
Sarah Riley is the Director and Head of Association Partnerships at the Managed Funds Association. Previously, she was the President and CEO of TAIA. She has ten years of experience in both the non-profit and financial services industries and has been a strategic advisor to both international and domestic non-profits in the UK and US. She was previously at the HTB Group, a boutique consultancy that advised corporate foundations, high net worth individuals and executives on their philanthropic efforts. She attended the University of Nebraska where she studied Political Science and History.