Karen H. Kerby is a Partner in the Audit department of Prager Metis CPAs, a member of Prager Metis International Group. She is also the Financial Services Practice Leader and has been in the financial services industry for over 35 years, including 24 spent in public accounting. Karen specializes in conducting audits of investment partnerships (including hedge funds, fund of funds, and private equity funds), and providing consulting and accounting services for fund managers. She is also experienced in conducting audits for broker-dealers, Registered Investment Advisors and various nonprofit organizations. Prior to working in public accounting, Karen worked as an industry “insider” through positions at a major broker-dealer company and a notable commodity trading firm. This experience allows her to understand how her clients’ operations are structured, how the workflows, and what challenges and opportunities exist for them. Karen enjoys working with her clients to keep the audit process moving smoothly with open lines of communication which allows them to remain informed and avoid surprises along the way. In her spare time, Karen likes to travel and is a frequent golfer.

Genna Garver provides targeted, practical advice to investment advisers and their proprietary private investment funds. The private funds Genna advises implement a variety of investment strategies and structures, including hedge funds, private equity funds, private credit funds and funds of funds and other managers. Genna also represents institutional investors, funds of funds and family offices in connection with their private fund investments. Her clients appreciate the close personal attention she provides to help them navigate the complex maze of investment regulation. Genna routinely advises clients on formation and offering matters for both domestic and offshore funds; SEC and state investment adviser, broker-dealer and private fund regulation; Investment Advisers Act compliance programs, annual reviews and ongoing compliance matters; and regulatory examinations and investigations. She also has extensive experience representing financial institutions in a variety of transactional and regulatory matters. A sought-after speaker and author, Genna regularly presents at industry events on various aspects of securities law. She is also actively involved in numerous women’s and diversity initiatives in the financial services industry and is an active participant in 100 Women in Finance, the Investment Adviser Association, and the National Association of Compliance Professional

Michael (MVB) co-founded Socium, LLC to bring the alternative asset community a private equity focused fund administrator that combines advanced technology with consultative client service. He is an entrepreneurial leader with over 26 years of financial services experience in trading, operations and fund administration, Michael’s awareness of the needs of the private equity industry fueled his desire to offer an integrated solution of best in breed technology at a value price. Prior to co-founding Socium, Michael was a Senior Managing Director and the Head of U.S. Operations for the Alternative Investment Solutions group of U.S. Bancorp Fund Services. Prior to joining U.S. Bancorp, Michael was a non-agency mortgage and whole loan trader at Dillon Read Capital Management. He began his career in public accounting at KPMG and spent time at Merrill Lynch in Fixed Income Operations and PaineWebber as the CFO of the Commercial Real Estate Division. Michael is a Certified Public Accountant in the State of New York. He is also a graduate of Wagner College with a Bachelor’s of Science in Accountancy and St. John’s University, earning his Master’s Degree in Business Administration.

Rich has over 25 years of experience with accounting, auditing and regulatory topics relevant to the investment management industry, including hedge funds, private equity and venture capital funds, funds of funds, registered investment companies, business development companies, and investment advisors. Rich is a member of KPMG’s Department of Professional Practice in New York City. Rich provides technical consultations for complex accounting and auditing matters, assesses the impact of new and emerging professional guidance relevant to the investment management industry, and contributes to industry publications. Rich’s areas of focus include the application of specialized investment company accounting, presentation and disclosure guidance, different types of fund structures and operations, and industry-specific regulatory updates. Prior to joining KPMG, Rich was a senior director in the quality control department for a national accounting firm.