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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

Doug Haynes

Mr. Haynes serves as the interim Chief Executive Officer of  Hazeltree.  Mr. Haynes is the founding partner of The Council, a senior executive advisory firm. Mr. Haynes was formerly President of Point72 Asset Management, one of the world's largest and most influential hedge funds, with over 100 portfolio managers and ~$80 billion of gross market exposure.  Mr Haynes previously served as a Senior Partner at McKinsey where he was Managing Partner for the US Northeast region.  

Doug Haynes
Interim Chief Executive Officer

Guzin Caglayan

Ms. Caglayan joined Hazeltree in 2021 serving as the company’s Chief Financial Officer, responsible for all of the company’s financial functions including financial strategy and reporting, accounting, treasury, corporate finance and investor relations. She manages Human Resources as well as legal and administrative functions. Prior to joining Hazeltree, Ms. Caglayan held several senior-level positions in technology companies, most recently as the CFO of TRG Screen, a leading provider of enterprise subscription solutions. 

Guzin Caglayan
Chief Financial Officer

Paul Calderone

Mr. Calderone joined Hazeltree Fund Services in 2011 and is responsible for 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
Head of Product Strategy

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. 
 
Don Jefferis
Managing Director, Strategic Accounts

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. 
 
Askin Leung
Regional Managing Director, Asia Pacific

Paul Magill

Mr. Magill serves as Hazeltree's interim Chief Marketing Officer.  Mr. Magill is a member of The Council, a senior executive advisory firm.  Mr. Magill was previously CMO at Abbott Laboratories.  Prior to Abbott, Mr. Magill was a Partner in McKinsey & Company's Marketing & Sales Practice, where he led the Marketing Organization and Capability-Building service line.  Mr. Magill has also served as Head of Marketing for the $45B Services division of IBM, VP of Marketing Strategy at IBM Corporate HQ, Senior Partner at Monitor, and Managing Director at Deloitte.
 
Paul Magill
Interim Chief Marketing Officer

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

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. 

Ayman Sakr
Head of Client Service

Jeremy Slade

Mr. Slade joined Hazeltree in 2013 to lead business development efforts in Europe and Asia Pacific. He brings more than two decades of institutional sales and marketing experience focused on the alternative investment management space. Prior to joining Hazeltree, Mr. Slade was Managing Director at S3 Partners, with global responsibility for business development. Previously, he spent a decade at E*Trade Financial, serving institutional investors in Asia and Europe. Mr. Slade’s global business experience is complemented by deep understanding of the alternative investment industry, in particular private equity firms and hedge funds, as well as treasury, and prime brokerage, with domain expertise across equities, fixed income and FX.

 
 
Jeremy Slade
Managing Director, International

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

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. 

Sol Zlotchenko
Chief Technology 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.