Bob has been the financial industry’s most recognized educator about private markets investments for individuals since 2013, when he wrote the best-seller “The Alternative Answer” and became the daily on-air Alternatives Editor for Bloomberg TV. Today he keynotes events for thousands of FAs each year; is the Lead Expert for IWI’s new Private Markets Certificate Course; and teaches the subject as an adjunct Professor of Law at FSU.

His other current roles include being: the managing partner of Tangent Capital, a broker-dealer specializing in private investments; a Senior Advisor for Macquarie Asset Management and for Wilshire Associates; a member of the Board of Nasdaq Fund Secondaries; a Director of the Value Line funds’ investment manager; and a consultant to several Wall Street institutions on product design and distribution. He also serves on the investment committee of the FSU Foundation.

Bob’s unique perspectives derive from an exceptionally diverse career. He was a trial lawyer for the US Department of Justice and then a partner with the global law firm Milbank. From there the became a tech entrepreneur and the CEO of the public company that acquired his startup. He then returned to Wall Street as a venture investor and banker before founding Tangent.

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