Raphael Haas
CEO and Founder, Melting Point Solutions
Raphael is the CEO and founder of Melting Point Solutions, a secondary market intermediary for limited partnership interests. In this role, he is responsible for strategic direction and day-to-day operation of the firm. Prior to founding MPS in April 2014, he spent 14 years in M&A and private equity. In his previous role, he was a Director and Head of the Financial Services M&A practice at Kidron Corporate Advisors, a boutique M&A and advisory firm. He led dozens of transactions in the asset management industry and served as General Partner on two Private Equity funds. Prior to Kidron, he served as Director of Corporate Development of a publicly-traded hedge fund in London, Integrated Asset Management. In that role, he led the acquisitive growth of the company.
He holds an MBA from Columbia University, where he graduated first in his class. He received an undergraduate degree from UC Berkeley’s Haas School of Business, where he graduated magna cum laude. He holds Series 7, 63 and 79 licenses.
Jean Lu, CFA
Managing Director and Director of Investments, CA Capital Management
CA Capital Management is the dedicated outsourced investment management office (OCIO) business of Cambridge Associates, a leading global investment firm that has been pioneering innovative portfolio management solutions for more than 40 years.
Jean is a Director of Investments in CA Capital Management. Her OCIO team manages $2 billion across all asset classes, including hedge funds, private equity, venture capital, and real assets. In addition, Jean also serves as a firm-wide resource on the application of derivatives in client portfolios. Prior to joining Cambridge Associates, Jean worked at J.P. Morgan Asset Management in the U.S. Behavioral Finance Small Cap Equities team and held a MBA internship in finance and corporate social responsibility (CSR) at Visa, Inc.
She received an MBA with honors from the University of California at Berkeley and holds undergraduate degrees in business and math from the Massachusetts Institute of Technology.
She holds the CFA designation.
Judith McDonald Moses, CFA
Partner, Portfolio Manager, Evercore Wealth Management
Judy is a Partner and Portfolio Manager at Evercore Wealth Management in San Francisco, managing investment portfolios for families, endowments and foundations. She is a member of the firm’s External Manager Selection Committee, which is responsible for the selection, due diligence and monitoring of all third-party investment managers.
Prior to joining Evercore, Judy was a vice president at U.S. Trust, and a senior portfolio manager at Charter Financial Group, Inc. in Washington, D.C.
She received a B.A. in Economics from the University of California – Berkeley, an M.B.A. from Georgetown University’s McDonough School of Business, and holds the Chartered Financial Analyst designation. She is a member of the CFA Institute and the CFA Society of San Francisco, and also serves on the Board of Trustees of Santa Catalina School.
Sasha Burstein
Partner, K&L Gates
Sasha is a partner in the K&L Gates' San Francisco office, where she’s a member of the investment management group. Sasha practices in the area of investment management, corporate and securities law. Sasha’s practice focuses on structuring and organizing various types of private investment funds, including hedge funds, private equity funds, hybrid funds, and fund-of-funds. Sasha also counsels investment advisers on a wide variety of legal and regulatory matters, including their structure and organization, registration and operation, merger and acquisition transactions, and ongoing regulatory and compliance matters. In addition, Sasha represents institutional investors with respect to structuring, negotiating, and documenting alternative investments.
Sasha received her JD from the University of California Hastings College of the Law and holds undergraduate degrees in economics and legal studies from the University of California at Berkeley.
