The Future of Retail Alternatives

Moderator

Dakotah Rice*

Founder and CEO

Dakotah Rice is the Founder and CEO of CaliberX. Prior to founding CaliberX, Mr. Rice was an investment analyst at Coatue Management covering companies across the internet, media, and telecommunications sectors. Earlier in his career, he worked as an investor at The Carlyle Group and as an investment banker at Goldman Sachs. Mr. Rice graduated from Brown University in 2016 with a Bachelors in Political Science and is currently on a leave of absence from pursuing his Masters in Business Administration at Harvard Business School. He sits on the Board of Directors for BUILD NYC and on the junior boards of both Teach for America New York and Breakthrough Greater Boston.

Panelists

Milton Berlinski**

Co-Founder and Managing Partner

Milton Berlinski co-founded Reverence Capital in June 2013 after concluding a 26-year career at Goldman Sachs, which he joined in 1986 and where he served as a founding member of the Financial Institutions Group in Investment Banking, focusing on banks, consumer and commercial finance companies, asset management, insurance and capital markets. He also served as Head of Strategy and Corporate Development in the period after Goldman Sachs’ IPO, assisting the Executive Office and division leaders to create and execute a strategy to build out Goldman Sachs’ global footprint. For the final 10 years of his Goldman Sachs tenure, Mr. Berlinski had global responsibility for coverage of the firm’s financial sponsor and hedge fund clients, overseeing a dramatic increase in revenue from the business and working alongside Goldman Sachs’ Merchant Banking team on co-investment opportunities in transactions involving the firm’s clients.

Mr. Berlinski has led or executed over 250 transactions in financial services across all subsectors, including numerous strategic acquisitions by Goldman Sachs itself. Mr. Berlinski was also a member of the Operating Committee and the Compensation Committee during his time at the firm. He received a BA in engineering from California State University, Northridge, in 1978 and an MBA from the Wharton School of the University of Pennsylvania in 1980. Mr. Berlinski serves on the board of directors for Russell Investments, Venerable Holdings (HoldCo), Transact, Osaic (f/k/a Advisor Group), DMG Bancshares, Ministry Brands, CAIS, SEIA, and EverBank (f/k/a TIAA Bank). He formerly served on the board of directors for Kabbage, Diamond Resorts, and Victory Capital. He also serves on the Board of the Ronald McDonald House, the Advisory Board of the Wharton School and The Mount Sinai Department of Surgery Advisory Board. He is a Board Member of the New America Alliance, supporting Latino leadership in entrepreneurship, corporate America, and public service. In addition, he serves on the Board of Directors of Sponsors for Educational Opportunity (SEO), which has made a lifetime of achievement possible for nearly 20,000 talented young people from underserved and underrepresented communities around the United States.

Clauter Charleston

Director

Clauter is a Director within the Alternative Investments Distribution team at Bank of America focusing on the Private Bank and ML Private Wealth channels. In his role as an Ultra High Net Worth specialist Clauter works closely with his advisors, helping to identify the right solutions for their clients.

In 2014 prior to becoming a specialist, Clauter worked as a business analyst covering the U.S. Trust alternative investments platform. Before joining Bank of America in 2010, Clauter was with UBS as a member of their Financial Advisor Associate program, there he gained a deeper interest in the wealth management industry specifically alternative investments. Clauter graduated from Rutgers University Business School with a B.S. in Finance and a minor in Economics. He currently holds the Chartered Alternative Investment Analyst (CAIA) designation.

Clauter resides in Springfield, NJ where he enjoys spending time with his family. In his down time he also enjoys sports, billiards. Clauter is fluent in French.

Peter Epstein

Managing Director

Peter is a Managing Director, Alternatives at Allocate, a leading digital investment platform for venture capital and boutique alternatives. Peter is responsible for partnering with RIAs, multi-family offices, and wealth management firms as they look to grow and expand their Alternatives allocations.

Prior to Allocate, Peter spent 11 years at J.P. Morgan Asset & Wealth Management. As an Executive Director, Alternatives Product Specialist, Peter led J.P. Morgan’s efforts in designing, building, and managing multi-Alternatives solutions, as well as helping to launch J.P. Morgan’s Alternatives distribution to RIAs and wealth management firms. This included leading J.P. Morgan’s partnership with iCapital Network in 2018. Peter previously was a Management Associate, working directly for the Head of J.P. Morgan Global Alternatives. Peter started his career at J.P. Morgan’s Private Bank in 2012, where he generated thematic investment ideas across public and private markets and worked with many of the largest families in Los Angeles.

Peter holds a B.A. in Business Economics from University of California, Santa Barbara, and an M.A. in International Finance and Economics from Johns Hopkins University. Peter has his series 3, 7, and 63 licenses.

* indicates SEO Alumnus

** indicates SEO Board Member