Team
Investment Team
Tim Ivers, CFA, Founder and CEO
Mr. Ivers has been active in the illiquid secondary fund market since 2010 when he co-founded Dakota Capital to directly target the space. He has led the due diligence, negotiation and execution of over 400 individual transactions. He is a CFA Charterholder, a CPA (Australia) member and received a Bachelor of Commerce and a Bachelor of Economics from the University of Queensland.
Grant Gillespie, CFA, Partner
Before joining Warana Capital in 2017, Mr. Gillespie worked at a New York City based asset manager that focused on the US residential real estate markets. Prior to that, he received an MBA from Columbia Business School. Mr. Gillespie began his career at Merrill Lynch in Institutional Sales, is a CFA Charterholder, and has a Bachelor of Arts in History from Duke University.
Bjorg Klem, CAIA, Managing Director
Prior to joining Warana Capital in 2020, Ms Klem spent 16 years at LumX Asset Management, a global fund of hedge fund provider, and since 2008, was exclusively focused on unwinding portfolios of illiquid and distressed hedge funds and side pockets and monitoring of such holdings across the firm. She received a Bachelor of Science in Economics with Economic History from the London School of Economics and Political Science and is a CAIA Charterholder.
Mark Downey, Investment Analyst
Prior to joining Warana Capital, Mr. Downey spent over seven years at BlackRock, most recently covering private market investments (private equity, private credit, real estate, infrastructure) for the firm’s multi-asset and OCIO clients. He began his career at BlackRock within the institutional client service department. Mr. Downey received a Bachelor of Science in Business Administration from the University of Richmond.
Marketing & Investor Relations Team
Jennifer Howrigan, Head of Investor Relations and Business Development
Ms. Howrigan joined Warana Capital in 2020 as Head of Investor Relations and Business Development. Previously, Ms Howrigan was a Director at Oakpoint Advisors where she was responsible for distribution as a member of the Capital Team. Prior to Oakpoint, she spent 7 years in various roles at Raptor Group as a Director of Raptor’s proprietary family office platform and as a Senior Associate of Investor Relations and Marketing. She received a BS in Administration with a concentration in Business Management from Providence College.
Finance & Operations Team
Sun Chin, Chief Financial Officer and Chief Operating Officer
Before joining Warana Capital as Controller in 2017, Ms. Chin was Director of Finance & Operations at Conifer Financial Services. Ms. Chin began her career at State Street Bank & Trust Company and received a Bachelor of Arts in Economics and a Bachelor of Science in Nutrition Science, with an emphasis in Bio-Chemistry, from the University of California, Davis.
Ruchama Bin-Nun, Vice President
Ms. Bin-Nun is a CPA and joined Warana in 2021 from Anchin, Block & Anchin with extensive experience as an Audit Manager for investment funds. Prior to that, Ms. Bin-Nun was with PwC in the firm’s Alternative Investment Funds Group. She received a Bachelor of Arts in Accounting from Queens College, City University of New York and is a licensed Certified Public Account with the State of New York.
Andrew Chen, Vice President
Prior to joining Warana Capital in 2021, Mr. Chen was a Tax Senior at Ernst & Young. Mr. Chen began his career at Conifer Financial Services in the tax department and received a Master of Taxation and a Bachelor of Science in Accounting from The State University of New York at Binghamton.
Brandon Lee, Vice President
Before joining Warana Capital in 2022, Mr. Lee worked at Crescent Capital, an alternative credit fund/BDC on the multi-strategy side. Prior to that, he worked for a distressed debt private equity firm and a FX quantitative hedge fund. Mr. Lee received his degree in Business Economics from the University of California, Irvine and earned an Accounting Certificate through the University of California, Los Angeles.
Kevin Wang, Analyst
Before joining Warana Capital in 2021, Mr. Wang began his career at Gen II Fund Services, LLC as a Fund Accountant. Prior to that, Mr. Wang received a Bachelor of Science in Public Accounting from Fordham University.
Vita Pan, Analyst
Prior to joining Warana Capital in 2023, Ms. Pan spent her career in Hong Kong at asset management firms varying in size, including boutique firms like Full House Asset Management Company Limited as well as China’s largest mutual fund, E Fund Management (Hong Kong) Co., Limited. Ms. Pan received her Master of Finance in Investment Management from Hong Kong Polytechnic University and her Bachelor of Arts in International Economics and Trade from Guangdong University of Foreign Studies.