ACG NY Family Office Breakfast Meeting - March 2020

Adam is co-founder of The Alberleen Group and CEO/CIO of Alberleen Family Office Solutions. He has over 25 years of investment banking, capital markets, and asset management experience. He is responsible for all of Alberleen’s principal merchant banking and direct investing activities, and for determining the overall investment strategy for the firm. Adam holds a BA degree from Johns Hopkins University and an MBA from the University of Pennsylvania’s Wharton School.

Tony Riley has been the Chief Economist of Unifund for the last twenty years. Unifund is a single-family office with assets of several billion dollars invested globally in public and private equity. Previously he was Director of Research at A. Gary Shilling and Company, a well known economic consulting and money management firm. He holds Bachelor’s and Master’s degrees in Economics from Cambridge University.

Casey is the CEO and Chief Investment Officer of Truvvo Partners LLC (“Truvvo”) and is a member of the Investment Committee. She has been with the firm since its inception in 2007. She brought over a decade of experience in the institutional world at some of the nation’s top endowment investment offices to build a strong, differentiated investment team at Truvvo. She believes deeply in alignment with clients and investments, and in providing the benefits, resources, and skillsets from the institutional world to Truvvo’s clients.

Prior to joining Truvvo, Ms. Whalen was the Chief Investment Officer of The New York Public Library. She joined the Library as the first Chief Investment Officer with a mandate to create the Office of Investments. Her main responsibilities included asset allocation, manager selection and overall portfolio and investment management of the endowment, which is invested across various traditional and alternative asset classes.

Prior to joining The New York Public Library, she was Director of Public Investments for The Rockefeller University, focusing primarily on global equities, hedge funds and fixed income. She also was heavily involved in asset allocation, overall portfolio management and establishment of the University’s real estate allocation.

Casey began her investment career at the Yale University Investments Office working across various asset classes including foreign equities, real estate and fixed income. She went on to work for one of Yale’s real estate investment managers, Brookdale Realty, based in Atlanta. She is a graduate of Yale University (B.A.) and is a board member and Treasurer of the Yale Swimming and Diving Association. Casey is a CFA Charterholder and member of the New York Society of Security Analysts. She is a member of the New York City chapter of GenNext

Veronica Rodriguez is a Vice President, Investor Relations of AUA Private Equity Partners, LLC. Prior to joining AUA Private Equity, Ms. Rodriguez worked at Markets Group as Head of US investor relations, where she was responsible for business development and relationship building with institutional investors in the US, Canada and Latin America. Prior to Markets Group, Ms. Rodriguez managed capital raising and business development for the chamber of commerce in Barranquilla, Colombia and was a Consultant with the Attia Group, where she worked with the partners to develop a strategic approach to potential sources of capital with an interest in unique real estate investment opportunities in Colombia and Latin America.

She holds a BA degree in International Businesses from Universidad del Norte, Colombia and studied at the American Language Program from Columbia University in the city of New York.

Ms. Rodriguez was awarded the CFA Institute Investment Foundations certificate and the CAIA, Fundamentals of Alternative Investments (FAI) Program in New York. Ms. Rodriguez is a member of the Family Office and Women of Leadership of ACG New York, and is fluent in English, Spanish and proficient in Portuguese.