Nathan is Head of Delivery at F2 Strategy, where he leads the execution of business and technology transformation initiatives for alternative asset managers, fund administrators, and financial institutions.

With more than 20 years of experience in the alternative investments industry, Nathan specializes in helping organizations modernize middle- and back-office operating models, optimize investment accounting and reporting processes, improve data quality and governance, and implement scalable technology solutions. His expertise spans private equity, private credit, hedge funds, fund administration, portfolio accounting, workflow automation, enterprise data platforms, and operational transformation.

Nathan has led numerous strategic initiatives, including platform implementations, accounting migrations, system upgrades, data warehouse programs, process automation efforts, and large-scale operating model assessments. He works closely with executive leadership, operations, finance, and technology teams to align business objectives with practical solutions that improve efficiency, transparency, and scalability.

Nathan has also held accounting and project leadership roles at Davidson Kempner Capital Management, Sculptor Capital Management (formerly Och-Ziff Capital Management), and SS&C GlobeOp. These experiences provided him with first-hand knowledge of the operational challenges facing complex alternative investment managers and continue to inform his practical approach to transformation and change management.

Nathan is based on Long Island, New York.

What has changed the most since you started out in the industry?

The volume and importance of data. Early in my career, technology often supported operations. Today, technology and data strategy are central to how firms grow, scale, and compete. The industry has also become significantly more complex, particularly within private markets, which has increased the need for integrated operating models and more sophisticated technology ecosystems.

What do you think WealthTech will allow alternative asset managers to do in five years that they can’t do now?

I think we're moving toward a world where alts firms will have near real-time visibility into their businesses. Today, many organizations still spend enormous amounts of time reconciling data, preparing reports, and answering basic operational questions. In five years, AI-powered platforms and modern data architecture will allow firms to ask complex business questions and get trusted answers instantly. The competitive advantage won't be who has the most data, it will be who can turn that data into decisions the fastest.

What would you tell someone just starting out in the industry right now?

Learn the business first and the technology second. Technology will continue to evolve, but a deep understanding of how investment firms operate and create value will always be relevant. I'd also encourage young professionals to think like entrepreneurs, regardless of their title. Don't wait for someone to tell you what needs to be fixed, look for opportunities, ask questions, and take ownership. Looking back, the biggest career-shaping experiences for me were the times I took on unfamiliar challenges, worked across different teams, and focused on solving problems rather than staying within the boundaries of my job description. Curiosity, initiative, and a willingness to continuously learn will take you much further than technical expertise alone.