Partner. Sameer Jain is the founder of FinTech ActiveAllocator, the world’s first portal that seamlessly integrates traditional, illiquid and alternative investments within portfolios. Prior to this he was Chief Economist & Managing Director at AR Capital. Before that he headed Investment Content & Strategy at UBS Alternative Investments. At UBS he was a capital allocator and was responsible for all illiquid investing including fund manager selection and due diligence across the platform. Prior, he headed product development & investment research at Citigroup Alternative Investments. Before this he was with Cambridge Alternative Investments and SunGard (System Access) where he travelled to over 80 countries for work across Europe, Asia, Middle-East and Africa.
Sameer has written over 30 academic and practitioner articles on alternative investments with thousands of downloads at SSRN, presented at over a hundred industry conferences and has coauthored a book, Active Equity Management.
With multiple degrees in engineering, management, public administration and policy, he is a graduate of Massachusetts Institute of Technology and Harvard University. He is a recipient of the Alfred Sloan Fellowship and subsequently was a Fellow of Public Policy and Management at the Harvard Kennedy School of Government for a year. He holds Series 7 and 66 securities licenses.
Partner. Brian has over 25 years of experience operating and advising public and private real estate and financial services companies and executing a broad range of complex strategic and capital markets transactions, including approximately $10 billion of capital markets transactions, $10 billion of real estate acquisitions and dispositions and $40 billion of corporate mergers and acquisitions. In February 2016, Brian founded Windmill Capital Management, an investment management firm focused on connecting high net worth investors with opportunities in real assets including real estate and alternative energy.
Previously, Brian was director, Chief Financial Officer and assistant secretary of RCS Capital Corp, a NYSE-listed full-service diversified financial services firm with more than 9,000 independent financial advisors, from December 2013 to January 2016. Brian also served as head of the investment banking division of Realty Capital Securities, LLC, a subsidiary of RCS Capital Corp. Brian also previously served as Chief Operating Officer and Chief Financial Officer and treasurer of two publicly traded real estate investment trusts. Prior to that, Brian served in a number of investment banking positions with Robert W. Baird & Co., Morgan Stanley & Co., RBC Capital Markets, UBS and PaineWebber, Inc. Prior to that, Brian was a manager in the real estate tax advisory group at Coopers & Lybrand, LLP, where he focused on REIT and partnership tax structuring. Brian is a Certified Public Accountant (inactive), licensed in California since 1994.