AA Advisors

Alexandra Daly

Founder & CEO

Middle East Distribution

Alexandra Daly founded AA Advisors in 2007 and has been raising capital in the alternatives industry for the last 19 years, helping raise billions of dollars for Hedge Funds, Private Equity, Private Credit, Real Estate and Venture Capital firms to date.

Prior to founding AA Advisors, Alexandra worked for the Man Group, where she cross-sold the firm’s multi-manager platforms, fund-of-funds businesses and investment services capabilities to European and UAE institutions, sovereign wealth funds, and family offices. Previous to this, Alexandra worked at J.P. Morgan in their London office in the derivatives products group. She started her career in finance at Morgan Stanley as a member of the Fixed Income and Money Markets division.

Alexandra has a BA Honours in Law from City University of London.  

Paul Sullivan

Head of Distribution, UK

Paul Sullivan is an experienced fundraiser in the European Private Credit Markets. He was most recently a Director in Global Capital Markets at Funding Circle plc where he managed the private and public Funds businesses, built relationships with UK pension funds and insurance companies and raised capital for SME lending. Prior to this, he was a Partner and Head of Business Development at Pemberton Asset Management where he was instrumental in the raising of Pemberton Fund I of €1.2B (European Mid-Market Direct Lending). Over his 32 years in London, Paul has developed strong and longstanding investment relationships with most of the leading UK insurance companies and pension funds.

Paul has raised money for commingled private credit funds and several large separately managed accounts for European insurers and UK Pension Funds. He has been involved in fund structuring, currency hedging, balance sheet management, loan loss provisioning, dividend/distribution policy and all aspects of financial reporting to investors. Paul is also a Senior Advisor to Clearbrook Capital Partners LLP where he originates and advises on private equity transactions in European Financial Services. He started his career in finance at Chemical Bank in New York, as an Associate in Leveraged Finance with Jimmy Lee. Paul has a BA in Economics from the University of Michigan where he majored in International Finance and Trade Theory and an MBA from Northeastern University in Corporate Finance where he attended as a Graduate Teaching Assistant.

RICHARD PURSGLOVE

UK Distribution

Richard Pursglove is a senior asset and wealth management distribution professional with more than 30 years of experience across institutional, wholesale and wealth channels. He began his career as a financial adviser before moving into asset management, where he has held senior sales and distribution leadership roles at Cazenove Capital, Gartmore, Goldman Sachs Asset Management, Artemis Investment Management and Aberdeen Standard Investments. Richard subsequently served as Head of Distribution at Sanlam UK, with responsibility for sales and marketing strategy, and most recently held a senior investment solutions and distribution role at Hawksmoor Investment Management.

Cameron Mathewson

Investor Relations

Cameron supports investor relations as well as senior sales across business mandates. Cameron holds a Bachelor’s and Master’s degree in Finance from The George Washington University in DC. Post graduation he gained experience at Clarity BidRate a carbon credits platform, and at SEI Investments in junior analyst roles.

european distribution

Alvaro Pernas

Iberia Distribution

Alvaro Pernas began his career at Banco Santander de Negocios in Madrid in 1987 where he ran the Fixed Income Sales desk. He moved to London in 1991 to join the Morgan Stanley Fixed Income Division where he set up and ran the Iberia & Greece Fixed Income sales team (Credit and rates) until 2006 when he left to set up Bretema Capital Advisors.

Alvaro joined Marine Capital, a shipping specialist FCA registered fund manager as a partner and Director in 2007 until his departure in 2021. He also held a position as Director in Eclipse Shipping until May 2023. He currently focuses on Transition Energy, Shipping and Real Estate advisory work at Bretema Capital. He holds a Law Degree and an Economics Degree from the Universidad Pontificia Comillas-ICADE.

Robert Ekblom

Nordics & Switzerland Distribution

Mr Ekblom has thirty years of experience in Sales and Marketing of Fixed Income Credit Products, Structured Solutions and Alternative Investments to Institutional Investors, Family Offices and Private Wealth Managers. He has been Head of the Nordic Region at Merrill Lynch, Deutsche Bank, Lehman Brothers and RBS Global Markets. He has directly represented asset managers and worked with allocators in Alternative Investments since 2005, and has successfully seeded several new talented mangers, assisted established mangers in growing AUM, and has brought several new concepts and solutions to market. Mr Ekblom holds a BSc in Economics from the University of Dayton, an MBA in Finance from Stern School of Business at New York University, and Executive Education Diplomas from Harvard Business School. 

jeroen broers

Benelux Distribution

Jeroen Broers is a senior institutional distribution and capital raising professional with 25+ years of experience across private markets, alternatives and traditional asset management.

He has held senior business development and institutional sales roles at Nuveen, Man Group, BlackRock, ING Investment Management and Lehman Brothers, building extensive relationships with institutional investors across the Benelux and wider European markets.

Jeroen brings deep experience in investor coverage, fundraising and strategic client development. He holds an MSc in Economics from Vrije Universiteit Amsterdam and a BBA from Nyenrode Business University.

Susanna invernizzi

EMEA Distribution

Susanna Invernizzi is a senior investment professional with over 30 years of experience in financial advisory and asset management, specializing in global energy, utilities, and infrastructure. As a former Managing Director at Morgan Stanley, she managed a €3bn global infrastructure fund, where she was responsible for strategic asset allocation, investment selection, and risk management.

Susanna has a proven track record in capital raising and investor relations, having successfully engaged with sovereign wealth funds and global institutional investors. A pioneer in sustainable finance, at Morgan Stanley she has also been involved in the launch of a   global energy-transition investment strategy. Her expertise is further backed by extensive experience in Capital Markets, having led landmark IPOs (including Enel, SNAM, and Royal Mail) during her tenure at Morgan Stanley and Lehman Brothers.

Currently a Senior Executive Fellow at SDA Bocconi, Susanna lectures focus on Investment Management, and Infra Financing.  She also serves on the Advisory Board of the Global Listed Infrastructure Organisation (GLIO). She holds a degree Summa Cum Laude from Bocconi University and a CEMS Master’s from HEC Paris.

hENRIK BAK

Henrik Bak is a senior investment management and institutional distribution professional with more than four decades of experience across the Nordic and international markets. He previously served as Head of Clients and Institutional Business at Danske Bank/Danske Capital and held a number of senior leadership roles at Nordea Investment Management and Nordea Securities, including nine years as President and CEO of their US businesses in New York. Since 2017, he has worked as an independent adviser and board member to a number of Danish and international asset managers, bringing extensive experience in institutional client relationships, business development and investment management. He is based in Copenhagen.

JENS MOOS

Jens Moos is a senior investment management and client relations professional with more than 25 years of experience across portfolio management, manager selection, institutional relationships and business development. He spent 13 years as Chief Portfolio Manager at Danske Bank Asset Management, where he led a team managing more than €40 billion across multi-asset client solutions in six countries and served on several investment committees. Earlier in his career, he held portfolio management roles at Nykredit Group Treasury and has also gained experience within fintech and ESG. Jens is currently a Business Introducer at House of Reach, supporting asset managers with business development and investor relationships across the Nordic market. He is based in Copenhagen and holds an MSc in Mathematics and Economics from the University of Copenhagen.

Jans willers

Jan has 19 years of experience in the financial industry, working with industry stakeholders in the Nordics and helping asset managers implement their strategy and grow their business in the Nordics. Before joining House of Reach, Jan spend almost 20 years at Copenhagen based consultant Kirstein. Here he led a team of 15 employees successfully surveying investors in the Nordic region in order to understand the needs of the institutional investors. Jan combine strategic advisory and business development through his deep insight into the asset management industry based on his many years of research of the behavior and the needs of investors. Jan is responsible for institutional business development activities in Denmark, Norway and Iceland. Jan holds a M.Sc. in Economics

aaron leitner

Aaron started his career on Wall Street, in 1986, as a Financial Consultant with Shearson Lehman Brothers and later became a Portfolio Manager with Prudential Securities until his return to Israel in 1995.

From 1995, Aaron was the first Global Portfolio Investment Manager for Bank Hapoalim’s Provident Funds Group asset management firm; Gmulot. He managed a NYSE/NASDAQ equity portfolio of +USD500mm.

He subsequently joined Robertson Stephens Evergreen as Head of Institutional Sales & Service

He later joined Lehman Brothers’ Israel Investment Management Services working with Institutional, Private Banking, Corporate and VC clients

In 2003, Aaron  became  Executive VP with Financial Guardian; Israel’s first multi-family office.

March 2005 Aaron joined Tandem Capital. He was a Partner and Deputy CEO at Tandem Capital. He was Tandem’s first Global Investment Strategist; doing macro analysis of global markets and economies. In this capacity he had a bi-weekly column in the Jerusalem Post and was a guest lecturer at Israel’s leading Universities,  Israel’s Foreign Ministry diplomatic corps training program and The Bank of Israel. Aaron was also  a member of Tandem’s management group and Investment Committee . Over 17 years ago, Aaron took on the mission to develop and grow Tandem Capital’s new business line  called, Institutional Services. In this capacity, Aaron sought out and signed on multiple global Fixed Income, Equity  and alternative asset management companies partnering with Tandem Capital as their local distributor/placement agent for institutional investors and family offices. Over the years, Aaron raised billions of dollars for his “strategic partners”.

June 2026, Aaron launched Globalium Financial Solutions; employing his 40 years of expertise and experience in global capital markets. Aaron holds a Bachelor of Arts from Rutgers University.

APAC DISTRIBUTION

barry mcalinden

Hong Kong, Singapore and Australia Distribution

Barry is a seasoned finance professional with extensive experience in capital raising, business development, and equity research. Currently, at Conduit Group, specializing in capital raising and strategic business development. Previously, he served as Managing Director at CapConnect, where he facilitated investment opportunities and strengthened client relationships. His expertise in financial research and compliance was further demonstrated as Business Development Director at ERIC On-Line, a MiFID II-compliant platform designed for institutional research users.

Before that he was a Director at Panoptic Europe Limited advising on securities and corporate access, focusing on bottom-up analysis of Continental European companies. His career in equity sales includes key positions at Standard Chartered, CLSA,  Deutsche Bank, where he provided institutional clients with critical market insights and investment strategies. He began his career as an Audit Manager at Ernst & Young developing a strong foundation in financial analysis and risk assessment.

jaiyong kye

Korea Distribution

Previously, Jaiyong Kye has years of professional finance experience in strategic investment and capital raising. He is a Founder and Managing Partner at Kye& Investment, established in 2015. Before found Kye&, he was a pivotal figure at KDB Daewoo Securities, holding the position of Managing Director where he spearheaded overseas business development and strategic investment, particularly in the United States, liaising directly with CFOs and CIOs of top-tier global investment firms, including Starwood Capital, Greenhill, Moelis, Stifel and Tudor, Pickering, Holt & Co., among others.

With 30 years or rich experience in cross-border M&A and corporate finance, Jaiyong has a proven track record of advising financial institutions and corporations across the globe. His expertise was honed through significant roles at renowned firms including HSBC Investment Bank, Meritz Securities and Daewoo Securities. Jaiyong’s academic credentials include an MBA from the Simon Business School at the University of Rochester and a B.A. in Economics from Dongguk University.

rie kawasaki

Japan Distribution-Crosspoint Advisors

Rie Kawasaki is a senior investment and financial markets professional with more than 20 years of experience across institutional asset management, fixed income and capital markets in Japan.She is currently a Managing Director at Crosspoint Advisors in Tokyo. Prior to joining Crosspoint in 2022, she spent 15 years at Morgan Stanley Investment Management as a member of the Global Fixed Income Investment Team, developing extensive experience working within a leading global institutional investment platform. She began her career in Debt Capital Markets at Merrill Lynch.

Rie brings deep knowledge of the Japanese institutional market and a longstanding perspective on global investment strategies and investor requirements. She holds a B.A. in Political Science and Law from Keio University.

Soichiro Kuramachi

Japan Distribution-Crosspoint Advisors

Soichiro Kuramachi is a senior investment and alternatives professional with nearly 40 years of experience across institutional asset management, private markets, fixed income and investment product development in Japan and internationally. He is currently a Managing Director at Crosspoint Advisors, where he focuses on alternative investments including private credit, private equity, venture capital and infrastructure. Prior to joining Crosspoint, Soichiro spent almost five years at Invesco Asset Management Japan, leading the promotion of private credit strategies to institutional investors across areas including direct lending, leveraged loans, distressed debt and CLOs. Earlier in his career, Soichiro held senior leadership positions at BNP Paribas Asset Management, PGIM Japan, Nomura and Mizuho-affiliated investment businesses. His experience has included institutional investment management, alternative fund selection, product development, client coverage and the management of investment teams in Japan, the United States and the United Kingdom. Soichiro is a CFA charterholder and holds a degree from the University of Tokyo.

Latin American distribution

Angelica Armas

Latin American Distribution

María Angélica Armas Sáenz is a Chilean finance and investment executive with over a decade of experience in private equity, corporate investments, and strategic financial leadership.

She currently serves as CFO of Inversiones Wivet SpA, Chile and Colombia's largest veterinary clinic network, part of the Stars Companies group. In this role, she leads financial strategy, budget management, investor relations, and risk management, while also sitting on investment oversight committees across multiple international private equity funds.

In parallel, Angélica is Co-Founder & CEO of Comercial Oliver SpA, a Chilean startup developing premium gummy supplements for children, winners of the CORFO Semilla Expande grant for women entrepreneurs.

Prior to these roles, she spent nearly a decade at Stars Investments, the investment vehicle of the Ibáñez Atkinson family, rising from Analyst to Vice President of Corporate Investments. There she managed a global private equity portfolio of 110+ funds across the US and Europe, led co-investment strategies, and held observer board seats at Waterfleet and Jetti Resources (USA).

Angélica holds an International MBA from IE Business School (Madrid) and a degree in Commercial Engineering from Pontificia Universidad Católica de Chile. She is a frequent speaker at private markets forums in Latin America and an active academic contributor at UC Chile and Universidad de los Andes.

aLessandro citterio

Latin American & Italian Distribution

Alessandro Citterio is an experienced investment professional with over 30 years across asset management, fund distribution, and capital markets in Europe and Latin America. He began his career in London with roles at Goldman Sachs, Credit Suisse, Nomura, and Bankers Trust, before transitioning into hedge fund management and launching the London office of Unifortune Investment Management.

In 2007, Alessandro moved to Chile, where he founded the hedge fund arm of LarrainVial and later co-founded Lanin Partners, managing Latin American equity strategies. As CEO and Partner of Azimut Investments AGF, he led the firm’s institutional distribution across seven Latin American countries, engaging with over 200 institutional clients.

Alessandro holds an MSc from the London School of Economics and a cum laude degree from Bocconi University. He speaks six languages.

steve nelson

Founder

Steve Nelson founded The Nelson Group in 2020 with a vision to provide capital formation and consultation for emerging and niche asset managers. With nearly 20 years of experience, Steve’s network of relationships extends deeply into the institutional, family office, and RIA space, offering The Nelson Group a unique advantage in connecting with a diverse array of clients. Steve’s extensive connections within the ultra-high-net-worth (“UHNW”) sector and RIA space specifically enhance the firm’s ability to navigate these specialized domains.

Steve brings his investor relationships and knowledge of structuring vehicles for family office and HNW investors to help Shelter Rock navigate the environment on behalf of its clients. Previously, Steve served as Managing Director at Magnetar Capital, a leading alternative asset manager specializing in fixed-income energy, quantitative, and event-driven strategies. Steve also contributed to the investor relations team at Och-Ziff and gained valuable investment experience at SCS Financial and Alternative Investment Partners (AIP). 

Steve received his BA in Economics from Hamilton College, where he was a member of the varsity basketball team.

eric perrY

Managing Director

Eric Perry has over 25 years of experience, primarily focused on business development and investor relations. Eric brings his extensive network of investor relationships, which focuses on the UHNW, family office and institutional space, as well as capital formation expertise for drawdown and evergreen structures. Previously, Eric served as a Managing Director on Varde Partners’ business development team for eight years, where he played a pivotal role in building new client relationships across institutional and family office investors in North America, the Middle East, and Australia.

Eric also partnered with former Varde colleagues to launch Hyland Hill, an alternative credit investment firm, where he and his partners successfully raised their first institutional fund. Prior to Varde and Hyland Hill, Eric was a Senior Vice President in Business Development at Mesirow Financial and spent two years in Abu Dhabi as part of a joint venture with Mubadala, a United Arab Emirates investment company. Eric also spent time on the business development team at UBS. 

Eric received his BA in Geography and Economics from St. Cloud State University.

ROB SCHWAB

Managing Director

Rob Schwab brings over 15 years of experience spanning hedge funds, credit, and private investments. Over the course of his career, Rob has built an extensive network of relationships with institutional and UHNW investors.

Previously, Rob served as the head of IR & Marketing at Anchor Bolt Capital and was a member of the IR & Marketing team at Och-Ziff Capital Management. Rob also spent time at Hatteras Funds, Goldman Sachs, and Putnam Investments. 

Rob received his BA in Political Science from the College of the Holy Cross and is a CAIA charterholder.

Joanna Koczuk

COO

Joanna Koczuk is a senior private markets fundraising and distribution executive with 12 years of experience across institutional capital raising, investor relations and strategic business development For the past three years, Joanna has worked with AA Advisors across institutional fundraising mandates, advising private markets managers on capital-raising strategy, investor positioning, market coverage and global LP engagement.

Previously, Joanna held senior investor relations and fundraising roles at Oxx, Picus Capital and Phoenix Group. Earlier in her career, she spent several years helping to build the private markets distribution platform at Schroders Capital, working across institutional sales, new client acquisition, cross-selling and strategic growth initiatives ahead of the platform's strategic sale to Nuveen. Joanna began her career in alternatives at PAAMCO in the United States, giving her a longstanding foundation in institutional alternative investments and manager relationships.

Joanna holds a Bachelor’s degree from Harvard University and an MBA from Imperial College Business School.

HanaH Ovenstone

Investor Relations

Hanah is responsible for investor relations and runs project administration alongside interfacing with AA Advisors general partner clients.