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About
Hazeltree

Hazeltree provides innovative cloud-based treasury solutions to investment management firms, delivering enhanced transparency, liquidity, improved performance and risk mitigation.

Hazeltree’s treasury and portfolio finance solutions serve these sectors: hedge funds, asset managers, private equity, real estate investment, pensions and endowments, infrastructure and their service providers.

Our Mission

Pioneering treasury and portfolio finance solutions
that facilitate exceptional performance for investment managers.

Our Values


INTEGRITY

CUSTOMERS

TEAMWORK

EMPLOYEES

SPEED

INNOVATION

COMMITMENT

Leadership

Sameer Shalaby

Mr. Shalaby joined Hazeltree in 2016 and oversees all corporate functions with a focus on achieving maximum value for clients, employees and investors. Prior to joining Hazeltree, Mr. Shalaby was the founder and chief executive officer of investment management solutions provider, Paladyne Systems, where he led its global growth until it was acquired by Broadridge Financial Solutions in 2011, where he continued as President of Paladyne until he departed in 2013. Prior to Paladyne, Mr. Shalaby founded investor operational management and accounting solutions provider, Cogency Systems and, as CEO, led its growth in the alternative investment industry. Prior to Cogency, Mr. Shalaby co-founded technology and vertical applications provider, TenFold Corporation, where he helped drive its explosive growth and public offering in 1999. Mr. Shalaby began his career at Oracle as a member of its core technology team. He holds engineering degrees from The George Washington University and Massachusetts Institute of Technology, is an investor in software startups and serves on several boards.

Sameer Shalaby
President and Chief Executive Officer

Sol Zlotchenko

Mr. Zlotchenko joined Hazeltree in 2016 and oversees technology direction and development efforts. Prior to joining Hazeltree, Mr. Zlotchenko most recently was chief technology officer of investment management solutions provider, Paladyne Systems, which he co-founded in 2005 and was integral to its global growth until it was eventually acquired by Broadridge Financial Solutions in 2011. As CTO, Mr. Zlotchenko was responsible for all aspects of technology operations including development and product management. He played a key role in building Paladyne’s hosted Application Service Provider (ASP) solution, which was scalable for hedge funds of any size and for industry service providers. Prior to Paladyne, Mr. Zlotchenko has been a technology executive at a number of hedge funds and Goldman Sachs. He holds engineering degrees from Columbia University, is an active investor in software startups and serves on several boards.

Sol Zlotchenko
Chief Technology Officer

Marshall Saffer

Mr. Saffer has extensive experience in portfolio management and operational solutions alternative asset managers, as well as proven expertise in growing financial services companies. Prior to joining Hazeltree, Mr. Saffer held senior management positions at several industry service providers, including MIK Fund Solutions, Viteos Fund Services, and Financial Models, which was acquired by SS&C Technologies.

Marshall Saffer
Vice President, North America Sales

Paul Calderone

Mr. Calderone joined Hazeltree Fund Services in 2011 and is responsible for the daily operations of the company, with emphasis on product strategy and direction. Before joining Hazeltree, Mr. Calderone was a Director of Equities, Prime Services at Credit Suisse Securities and was responsible for institutional coverage and product management. Prior to that, Mr. Calderone was with Morgan Stanley & Co. where he held leadership roles in Product Development, Risk Management, Client Service, Collateral Management, Technology and Operations within the Equity Financing Services department.

Paul Calderone
Chief Operating Officer

Ayman Sakr

Mr. Sakr joined Hazeltree in 2016 to focus on managing client service globally, with specific focus on product implementation, support, and training. Prior to joining Hazeltree, Mr. Sakr was global head of client service and product management of investment management solutions provider, Paladyne Systems, which he co-founded in 2005 and was integral to its global growth until it was eventually acquired by Broadridge Financial Solutions in 2011. As head of client service, Sakr was responsible for all aspects of client implementation and support globally supporting clients in each continent. Prior to that, Mr. Sakr led various client service and technology roles at Cogency Software and TenFold Corporation. Mr. Sakr has a Bachelor of Electrical Engineering degree from Cairo University, Egypt.

Ayman Sakr
Head of Client Service

Sal Ventura

Mr. Ventura joined Hazeltree in 2016 to focus on managing client relationships to ensure senior-level sponsorship and connectivity between clients and Hazeltree, prioritizing client requests once they are fully implemented with Hazeltree, and maximizing the value of Hazeltree’s solutions to clients on a continuous basis. Prior to joining Hazeltree, Mr. Ventura was Managing Director and Global Head of Client Service for JP Morgan’s Custody and Fund Services. Previously, Mr. Ventura was the Global Head of Citigroup’s Investment Banking and Private Banking Operations & Middle Office. Prior to that, Mr. Ventura held executive positions in prime brokerage at Credit Suisse and Lehman Brothers. Mr. Ventura is a CPA and a graduate of Binghamton University holding a B.S. in Accounting.

Sal Ventura
Head of Client Relationship Management

Sandeep Rawal

Mr. Rawal joined Hazeltree in 2012 and leads all technical aspects of Hazeltree’s products. Previously, he served as CTO of Fir Tree Partners, a multi-billion dollar hedge fund, where he led the development of enterprise level technologies, developing internal systems and implementing products from a number of different vendors. His prior experience includes senior technology roles at Moore Capital and Maverick Capital.

Sandeep Rawal
Chief Product Officer

Don Jefferis

Mr. Jefferis joined Hazeltree in 2017 to expand and lead business development efforts into strategic markets. He brings three decades of working with commodities producers, marketers and traders to institutionalize and scale risk-managed, operationally excellent firms. Prior to Hazeltree, Mr. Jefferis was the founding partner of energy-focused consultancy Opportune LLP’s Process & Technology practice. Previously, he held leadership positions in several other consultancies and software companies focused on commodities trading, alternative asset management and fund administration, including President of TenFold Energy, Chief Financial Officer of TenFold Corp., and Chief Information Officer for Mirant Corp. Mr. Jefferis started his career at Arthur Andersen LLP, where he co-founded that firm’s Energy Risk Management practice. Mr. Jefferis holds a B.S. in Accounting degree from Michigan State University and is a CPA. He serves on the National Board of Advisors for the General Tommy Franks Leadership Institute and Museum.
 
Don Jefferis
Managing Director, Strategic Accounts

Jeremy Slade

Mr. Slade joined Hazeltree in 2013 to lead business development efforts in Europe and Asia Pacific. He brings two decades of institutional sales and marketing experience focused on the alternative investment management. Prioto to Hazeltree, Mr. Slade managed business development globally at S3 Partners. Prior to that, he spent a decade at E*Trade Financial where he headed institutional sales originally in Asia and thereafter in Europe for EMEA. Mr. Slade’s global business experience is complemented by deep understanding of alternative investments, treasury, and prime brokerage, with domain expertise across equities, fixed income and FX.
 
 
Jeremy Slade
Managing Director, International

Askin Leung

Mr. Leung joined Hazeltree in 2018 to expand and lead business development and client delivery in Asia Pacific. Mr. Leung brings a wealth of insights and on-the-ground experience in buy-side fintech solutions as both a supplier and a client in the Asia Pacific markets. Prior to Hazeltree, Mr. Leung was General Manager of Broadridge Financial Solutions’ sell-side North Asia business and Regional Director of Broadridge’s investment management solutions provider, Paladyne Systems, which he launched in 2009 and was integral to its global growth until it was eventually acquired by Broadridge in 2011. Prior to that, he was Head of Technology for a multi-billion-dollar, multi-strategy, hedge fund based in Hong Kong. Earlier in his career, he served as the Head of Implementation for Asia Pacific at Linedata Services/Beauchamp, a provider of portfolio management software. Mr. Leung holds a B.S. degree in computer science from Hong Kong Polytechnic University and a Masters degree in Finance from the University of Hong Kong and, and is a certified Financial Risk Manager (FRM).
 
Askin Leung
Regional Managing Director, Asia Pacific

Daniel Zayfman

Mr. Zayfman joined Hazeltree in 2017 and oversees the continued development of an innovative, robust, and secure information technology environment. Mr. Zayfman’s primary responsibilities are to encompass a wide variety of strategic technology, governance and policy of information technology protocols, delivery of IT infrastructure and services and information security systems and compliance. Prior to joining Hazeltree, Mr. Zayfman was most recently Vice President of IT and Operations of investment management solutions provider, Paladyne Systems which was acquired by Broadridge Financial Solutions in 2011. He played a key role in building Paladyne’s hosted Application Service Provider (ASP) solution, which was scalable for hedge funds, asset managers and fund administrators of any size and for industry service providers.

Daniel Zayfman
Chief Information Officer

Michael Parillo

Mr. Parillo joined Hazeltree in 2017 serving as the company’s Chief Financial Officer. Prior to joining Hazeltree, he spent over 15 years in finance leadership roles most recently with Paladyne Systems, which was later acquired by Broadridge Financial Solutions. Michael has a B.S. in Accounting from Seton Hall University and an MBA in Business Administration.

Michael Parillo
Chief Financial Officer

Our History

2011

Founding Year
Trafelet Delta Funds spins out Hazeltree as a treasury management solution helping hedge fund managers manage their counterparty exposure to protect assets, optimize fees and mitigate risk.

2012-2015

Working with early adopter clients and counterparties to make Hazeltree’s product offering multi-client platform servicing multiple clients.

2016

New CEO, Sameer Shalaby, hires full global management team, establishes first partnership with fund administrator, HedgeServ.

2017

Launch of Hazeltree LiquidityWeb™ with a network of Money Market partners (GSAM, BlackRock, Morgan Stanley, JP Morgan, Federated and HSBC) to facilitate cash sweeps.

2018

Established BNY Mellon partnership to jointly offer cash and liquidity management solution to mutual clients. Established Northern Trust fund administrator partnership.

2019

Hazeltree acquires Enso Financial Analytics to expand portfolio finance product offering. Hazeltree launch Private Markets solution to service private equity, real estate and infrastructure funds. Hazeltree reaches 200 clients globally with $2T managed on the platform.

2020

Hamilton Lane successful implementation of Hazeltree Private Markets.