Tracy is currently consulting in finance, investment banking, and risk management. A former Managing Director in the Financial Institutions Group at JPMorgan Investment Bank for 10 years. He headed risk management, loan structuring, loan operations, portfolio management and credit approvals for the broker/dealer and securities-industry client base (more than 250 institutions). Tracy spent 27 years in total at JPMorgan Chase (and heritage institutions) in the financial institutions and loan restructuring groups.

Tracy specializes in courses related to credit risk management, credit portfolio management, financial analysis, credit analysis and corporate finance (asset and corporate lending). He has also taught courses in analysis of financial institutions, including risk management, banks, broker/dealers, exchanges and hedge funds. He has wide-ranging experience with the securities industry and broker/deal clients and counterparties.

Jerome Wong is the CFO for Molon Labe LLC, a portfolio company of the angel group he co-founded, Angelus Funding LLC. The group’s portfolio includes investments in advanced materials, medical devices, Blockchain technology, software, drones, and several other sectors. Mr. Wong is also currently the program director of the Masters of Science in Global Finance at The Gabelli School of Business at Fordham University, as well as an adjunct professor for the program.

Jerome Wong had established successful careers in global finance and technology. His last corporate position was as Managing Director of Credit Structuring & Advisory at BNP Paribas in NY, where he was able to successfully expand his business during the height of the financial crisis. Previously he held similar roles at Citibank, UBS and Chase Manhattan Bank working in New York, London and Hong Kong where he managed groups creating financial products and solutions for banks, insurance companies, and asset management firms. Prior to graduating with an MBA in Finance from Columbia Business School, he worked in the greater Boston area in engineering and technical sales positions in digital image processing, software and defense companies. He had also received a BS in Electrical Engineering from Tufts University. His accomplishments include writing a career development book for college students, “Landing Internships and Your First Job: Why Qualifications Are Not Enough”.

Jack is currently the Academic Director for the New York Institute of Finance. Farmer also acts as an outside adviser for portfolio managers at significant global investment funds. These funds included emerging markets equity funds and global macro hedge funds. Jack serves a variety of functions for the funds he advises, including the development of options strategies, quantitative strategies, and hedging strategies. Additionally, Jack specializes in capitalizing on systemic and macroeconomic imbalances in equity and fixed income markets throughout the world.

Doug has been conducting investment training seminars for more than a decade. The bulk of his work relates to analysis and valuation of derivatives and fixed income securities. His experiences in sales, trading and investment management are supplemented by rigorous grounding in the legal, regulatory and theoretical aspects of the financial markets.

Chris is the Managing Director at Simon Quick Advisors, LLC, a Multifamily Office based in Morristown, NJ, and New York City.

Chris specializes in education and training on how hedge funds work and behave in an investment portfolio, having spent more than 15 years on Wall Street working in alternative investments. He has managed hedge fund of funds, marketed hedge funds, and created multiple hedge fund products. He has introduced investors and other financial professionals to the hedge fund space.

As a former Senior Managing Director at Forefront Capital, Chris headed client development and was involved in product development and deal origination. He also was a Senior Vice President and head of U.S. alternative investment product distribution for Lehman Brothers; a Director at Bank of America; and a Regional Sales Manager at Merrill Lynch.

John has over 30 years of experience in researching and managing money in global, emerging, and US small-cap stocks. He is currently the President and Chief Portfolio Manager at Global Emerging Growth Capital (GEGC).

GEGC provides three major financial services; asset management, corporate finance, and knowledge consulting. John is responsible for managing global small-cap assets that have been ranked consistently in the upper quartile by consultants and reporting agencies such as Russell, Nelson, PSN and MMR. Since 1980 his funds have doubled client money every five years, on average. This has been done with excellent risk measures, such as Sharpe and the Information Ratio. He has also advised a niche offshore institutional global fixed income fund for a major bank. Currently, GEGC operates mostly as a family office.

John also beat out several prominent global money managers for the award of a major Polish NIF government fund and evaluated the largest private equity voucher fund in Bulgaria. He also created an institutional research list of Central and Eastern European companies that outperformed the respective indices of IFC and MSCI; developed and marketed corporate finance deals in the region and negotiated joint investment ventures in Russia and the Ukraine. He has also teamed with other managers in advising and developing asset management products in Eastern Europe, GCC, and Asia. He is a member of the Financial Analysts and Money Managers of New York and has taught finance courses at the Columbia Business School, Baruch, and New York University. He also teaches the CFA program, CMT Technical Analysis, and several finance courses, such as portfolio theory, investments, and corporate finance at NYIF. Mr. Palicka has been quoted in business periodicals such as Business Week, Emerging Markets, Equity magazine, and the Wall Street Journal and has been interviewed on CNBC. He has also written articles in various business publications and is the author of the finance book, Fusion Analysis.

Paul Wiley is a NYIF faculty member specializing in Taxation, Hedge Funds, and Alternative Investments. Paul has 20 years of experience in the alternative investment industry. He has concentrated on a wide variety of domestic and international tax issues, including allocation methodologies, cross-border structuring, and the various aspects of financial products and transactions.

Paul is currently Head of Tax at Highbridge Capital Management LLC, a global alternative investment firm offering credit-focused solutions across a range of liquidity and investment profiles including hedge funds, drawdown vehicles, and co-investments.

Paul is a member of the Managed Fund Association’s Tax Steering Committee.

Prior to Highbridge, Paul led the Fund Tax team at Bridgewater Associates LP, an investment management firm handling over $160 billion for approximately 350 of the largest and most sophisticated global institutional clients including public and corporate pension funds, university endowments, charitable foundations, supranational agencies, sovereign wealth funds, and central banks. Bridgewater utilizes a global macro investing style based on economic trends such as inflation, currency exchange rates, and U.S. gross domestic product. Prior to that, Paul serviced the financial services industry as Senior Manager at Untracht Early LLC, a “Top 200” accounting, tax, assurance, and consulting firm, where he led the entity group. Paul was also Controller at WL Ross & Co LLC, a private equity company focused on investments in financially distressed companies with undervalued stocks in the United States, Asia, Korea, Ireland, Japan, France, and China.