Director of Technology Advisory Services, Cohen & Company
Co-Managing Partner, Cole-Frieman & Mallon LLP
Co-President, Investment Industry Services, Cohen & Company
CEO, MG Stover & Co.
Will specializes in providing coordination and oversight of audit plans, as well as training for audit managers, staff and seniors involved with cryptocurrency funds. Will’s diverse client base includes hedge funds, fund of funds, offshore funds and private equity funds.
With a career spanning more than 20 years, Will serves as a technology consultant to clients on issues ranging from information technology security and controls, to big data and artificial intelligence, to cryptocurrency funds. He leads the team that designs customized systems for clients, including producing investment portfolio statements, creating Schedule K-1 packages and checking transactions for conflicts of interest to support Section 206(3) of the Investment Advisers Act of 1940.
In the cryptocurrency space, Will has been instrumental in helping the firm design and implement programs to audit and support these specific funds. He also works with cryptocurrency managers and their service providers to help ensure their operations are set up properly from a technology and controls perspective. Will’s experience and insight on cryptocurrencies has allowed him to become a regular presenter to advisers, institutional investors and family offices on topics that include operational issues for cryptocurrency funds, bid data, artificial intelligence and data privacy.
Mr. Mallon is a Co-Managing Partner and co-founder of Cole-Frieman & Mallon LLP, a boutique law firm focused on the investment management industry. The firm provides comprehensive legal support to investment managers and the practice supports both emerging and well established managers. Mr. Mallon’s practice is focused on the legal, regulatory and compliance aspects of launching pooled investment vehicles domestically and offshore. He also works with established managers on all aspects of their business including counterparty documentation, investor matters, employment and routine business matters. Many firm clients are focused on non-traditional strategies including investment in the cannabis sector, use of AI in a trading strategy and investment into cryptocurrency and other digital assets.
In addition to regular speaking engagements, Mr. Mallon also created and maintains the prominent industry legal blog – Hedge Fund Law Blog. Mr. Mallon has a BA from the University of Washington and a JD from Emory University School of Law and lives in San Francisco.
As co-president of Cohen & Company’s Investment Industry Services Division, Corey is responsible primarily for strategy and development of the private funds practice, including profitability, growth, training and retention, and strategic and tactical initiatives.
Corey also works directly with clients in the investment industry to provide accounting, auditing, investors’ representative, attestation and consulting services to a wide variety of entities. His clients include commodity pools, hedge funds, commodity trading advisors, investment advisers, introducing brokers and other operating entities. Corey also has significant expertise auditing and consulting funds that trade cryptocurrencies. Corey currently serves as the Treasurer for the Mid-Atlantic Hedge Fund Association, and is a frequent presenter on alternative investment topics.
In 2011 Corey was awarded the SmartCPA distinction, which recognizes enterprising accountants for their leadership, accomplishment, innovation, and success. Corey graduated from Towson University in 1996 with a B.S. in Accounting. He is a Certified Public Accountant with the rights to practice in numerous states. He is a member of MACPA and AICPA.
Matt Stover founded MG Stover & Co. in 2007 after many years of public accounting with PricewaterhouseCoopers LLP and Spicer Jeffries LLP. During his public accounting career, Matt provided audit and tax services to a diverse client base including large multi-national billion dollar companies as well as the million dollar start-up funds. Matt’s audit experience was primarily focused on the securities industry; hedge funds, private equity, commodity pools, mutual funds, broker-dealers, and investment advisors. He managed all phases of the audit engagements including planning, budgeting, supervision, review and preparation of financial statements.
Matt graduated from the University of Wisconsin-Madison with a BBA in accounting and earned a certificate in international business from Thames Valley University in London, England. He is a Certified Public Accountant and holds a FINRA Series 27 license. Matt is also a member of the American Institute of CPAs (AICPA) and a Director for Help For Children.