Ted Dougherty is a Tax Partner in the Financial Services Practice in New York. Ted is Deloitte’s National Managing Partner for Investment Management Tax, which includes hedge, private equity and mutual funds. He also serves as the cross-functional National Leader for Hedge Funds. In these roles, Ted has led the team in assessing the impact of the new Tax Reform Act of 2017 as well as the new IRS audit rules for partnerships, and is assisting clients in the implementation of this new guidance. Ted also leads the national tax compliance program standardization program for Deloitte’s hedge fund and private equity tax practice. Ted recently ended his term on the Board of Directors for the Managed Funds Association. He has twenty-seven years experience in the public accounting profession, serving alternative asset management clients as well as a broad array of financial services clients, including broker/dealers, banks, global trading firms, mutual funds and commodity pools. Prior to entering the profession, Ted spent five years on Wall Street with two retail brokerage firms, working in the internal audit and operations functions.
Ted has a broad technical base outside the capital markets as well. With experience in individual taxation, international taxation and state and local taxation, he is able to provide his clients with a wide array of services. Ted is a frequent speaker on technical issues at industry events and has authored a number of articles on tax issues impacting the asset management industry for both external and internal publications. Most recently, he spoke about tax reform issues impacting hedge funds and private equity funds at the Foundation for Accounting Education/New York State Society of CPA’s annual conference Investment Management.
Ted earned a Master of Business Administration in Accounting from New York University and Bachelors’ degrees in Economics and Biology from Rutgers University. Ted is a member of the American Institute of Certified Public Accountants and the New York Society of CPA’s. Ted is Deloitte’s representative as a Strategic Partner with the Managed Funds Association [“MFA”], and is a regular member of the Tax Committee. He is also active with Hedge Funds Care, co-chairing the New York area grants committee, and, and working to increase the resources available to support their programs through the annual comedy night and golf and tennis outing.
Amanda H. Nussbaum is a partner in the Tax Department at Proskauer and also is a member of the Private Funds Group. Her practice concentrates on planning for and the structuring of domestic and international private investment funds, including venture capital, buyout, real estate and hedge funds, as well as advising those funds on investment activities and operational issues. She also represents many types of investors, including tax-exempt and non-U.S. investors, with their investments in private investment funds.
Isaac is a senior manager in KPMG’s New York State and Local Tax practice specializing in Alternative Investments. Isaac has more than nine years of experience in the State and Local tax area. Isaac oversees tax compliance engagements for a diverse client base within the asset and wealth management industry. Isaac specializes in rendering state and local tax advice with respect to the set-up of new funds, structuring and exiting of investments, state nexus analysis and compliance, and consulting on taxation considerations for various investors. Prior to joining KPMG, Isaac worked as a tax manager at PwC's Asset & Wealth Management practice. Isaac obtained an MBA from the Zicklin School of Business at Baruch College with a specialty in Finance and Investments and an accounting degree from CUNY Brooklyn College. Isaac is a licensed CPA in New York State.
Jill E. Darrow is head of Katten's New York Transactional Tax Planning practice. She concentrates her practice in tax planning and tax law with a focus on partnership transactions, financial services, hedge funds, commodities funds and real estate.
Jill advises clients on all aspects of tax with a concentration in the areas of financial services and real estate. Her practice covers the tax aspects of transactions involving partnerships, limited liability companies, carried interests, subchapter S corporations, regulated investment companies (mutual funds), recording and publishing ventures, real estate investment trusts (REITs), publicly traded partnerships, real estate limited partnerships, partnership tender offers, partnership roll-ups, securities and commodities funds (domestic and offshore), hedge funds and passive foreign investment companies.
She is a frequent lecturer and author on topics including taxation of real estate transactions, hedge funds and securities, and regularly speaks before industry groups, including the Foundation Research Associates and the Practising Law Institute.
Phil Gross focuses on the taxation of hedge funds and private equity funds, including domestic funds, offshore funds, funds of funds, and real estate funds. Phil counsels clients on structuring (and restructuring) funds, structuring investment managers and general partners, compensating managers and employees, investing in funds, and seeding managers or being seeded. He also advises clients on insurance dedicated funds and private placement life insurance, and other international, federal, state and local fund tax issues. He has practiced at KKWC since December 1993. Phil is a frequent speaker and author on fund tax issues. Phil has been selected as a New York Super Lawyer (2014 to present).
College of William & Mary (B.B.A., 1983); Beta Gamma Sigma. Vanderbilt University School of Law (J.D., 1986). New York University School of Law (LL.M. in Taxation, 1989). Certified Public Accountant, New York 1989. New York State Bar Association (Tax Section, Committee on Taxation of Financial Instruments). Managed Funds Association (Tax Section). New York State Society of CPAs (Taxation of Financial Products Committee). New York City Bar Association (Taxation of Business Entities Committee (former chair)). New York Tax Study Group. Tax Club.
Mr. Perry joined NGP in 2007. Responsibilities include the oversight of tax planning and preparation of tax estimates and tax returns for NGP and affiliates. He is also involved in tax planning and structuring for acquisitions, dispositions and reorganizations of domestic and foreign NGP portfolio companies.
Prior to joining NGP, Mr. Perry was with KPMG LLP. While at KPMG he served clients in the various industries including private equity firms, energy companies and real estate investment firms. His responsibilities ranged from managing engagements with small start-up companies to managing global client service teams on engagements with multinational clients.
Mr. Perry is a Certified Public Accountant and received a Bachelor of Science in 1991 and a Master of Tax Accounting in 1992 from the University of Alabama.
Ron Nardini is a partner in the tax practice group at Akin Gump Strauss Hauer & Feld LLP. Mr. Nardini advises clients in a wide range of sectors and industries on domestic and international tax matters. He focuses primarily on the formation and operation of private equity, venture capital and hedge funds and their investments, with a particular focus on health care investment funds, entertainment and cross-border intangible property transactions. Mr. Nardini also advises clients with respect to the tax matters attributable to taxable or tax-free mergers and acquisitions, sales, and/or investments in private or public ventures. In addition, he works closely with creditors of financially troubled companies on a variety of tax issues attributable to their investment, including debt restructurings, repatriation and preservation, and/or utilization of net operating losses.
Joanna Conte Director, Alternative Investment Fund Auditing
Joanna Conte is a director in Marcum LLP’s Alternative Investment Group, responsible for advising clients on the operations of investment funds as well as managing financial statement audit engagements. Her industry experience includes hedge funds, private equity funds and fund of funds.
Ms. Conte has over 19 years of experience within the financial services industry. She spent 12 years in the alternative investments auditing practice of a Big Four accounting firm and subsequently spent five years in the controllers group at AIG Inc. as a director of financial statement analytics for the company’s international operations. She has taught alternative investment concepts and practices at internal educational seminars and has authored technical articles.
Ms. Conte joined Marcum in 2016. She is a Certified Public Accountant in the State of New York.
Christopher Mears Partner, Asset Mangement Practice Leader
Chris is KPMG’s Asset Management Practice Leader for our Short Hills Office. As the asset management practice leader, Chris is responsible for setting the strategy for the practice and overseeing execution. He focuses the Firm’s advisory, tax and audit resources in the hedge fund market, including all activities for business and practice development, professional development, technical support, and market activity. Chris is also an audit partner in the New York metropolitan area serving several of the Firm’s alternative investments clients.
Chris has over 25 years of experience in alternative investments, with a particular emphasis on investment partnerships, offshore funds, funds of funds, commodity pools, venture capital and private equity funds. He advises alternative investment clients regarding various matters involving Generally Accepted Accounting Principles, Generally Accepted Auditing Standards, PCAOB Auditing Standards, alternative investment industry practices, transactional matters, and other regulations that may have an impact on an alternative investment fund complex. Chris has assisted alternative investment clients with matters involving operational efficiency, regulatory compliance, management reporting, performance reporting, financial management and budgeting, accounting, auditing and internal control. Chris has previously testified as an expert on accounting standards and practices in the alternative investment industry.
Prior to KPMG in July 2014, Chris served as the Principal-in-Charge of Rothstein Kass’ New York Metro Financial Services Group which includes oversight of approximately 400 audit and tax professionals. He has been an audit principal since 2000, served on Rothstein Kass’ Executive Committee and served as the firm’s Chief Operating Officer.
He is a member of the AICPA, NJSCPA and Managed Funds Association, and he is a licensed Certified Public Accountant in 3 states.
Audit Partner and US Asset Management Sector Leader
Erica England serves as Redwood Real Estate Administration’s Chief Accounting Officer, where she is responsible for setting accounting policies and for all aspects of the accounting services that are provided to Redwood’s 100+ valued clients with a focus on delivering expert, personal service. With 13 years of experience in the private equity industry, Erica has helped to grow Redwood substantially, providing expert accounting advice and guidance to its expanding client base, and mentoring a growing team of dedicated accounting professionals.
Prior to Redwood, Erica served as the Chief Compliance Officer and Controller of JCR Capital, where she was responsible for the financial management and compliance programs for of the firm’s private equity real estate funds and corporate entities.
Erica has worked in the private equity industry since 2006. It was then that she joined the Carlyle Group as a Senior Accountant and managed the accounting and investor reporting for 15 global private equity fund entities. She also served as a Corporate Accounting Manager at Carlyle where she oversaw the financial management of all U.S. operating entities.
Prior to joining Carlyle, Erica worked as a C.P.A. for Gabler Molis & Company C.P.A.s, P.A. Erica holds a BS in Business Administration and Management from Boston University and has held her C.P.A. license since 2003.
Robert N. Gordon is the president of Twenty-First Securities Corporation, which he founded in 1983.
Since 1991, Mr. Gordon has also served as an adjunct professor at New York University’s Graduate School of Business, teaching one course on “Arbitrage” theories and another titled "Taxes and Investing".
Mr. Gordon is the author of Wall Street Secrets for Tax Efficient Investing. He has published many articles on tax, arbitrage and hedging strategies. He serves on the editorial advisory boards of Derivatives Report, The Journal of Taxation and Investments and The Journal of Wealth Management. Mr. Gordon is a Forbes contributor and is routinely quoted in the popular press on investing topics.
Before founding Twenty-First Securities, Mr. Gordon was a partner at Oppenheimer & Company. He has been in the brokerage business since 1976.