• Alternative Investments
  • Regulated Institutional Investors
2014
2017

Our Team

SOF (Substance Over Form)

Joseph Allen

  • Associate Product Manager
  • Previously worked for Lloyds Banking Group
  • BSc in Economics

Gemma Capelo

  • Director Managed Services
  • Previously worked for Zeidler Group
  • PGDip in Legal Practice

Toloe Bagheri Danaei

  • Senior Manager – Head of Operations
  • Previously worked for BNY Mellon
  • MSc in International Banking and Finance

Zakirah Khadaroo

  • Associate Operations Manager
  • Previously worked for Apex Group Ltd and Vistra Group Ltd
  • BSc in Accounting and Finance

Lukas Koenig

  • Director / Head of Risk Management
  • Previously worked for Orbium and SCOR
  • MSc in Applied Physics

Kasha Kuipo

  • Senior Operations Consultant
  • Previously worked for Databank Financial Services Ltd
  • MCs in Financial Technology

Shen-An Liao

  • Senior Operations Consultant
  • Previously worked for Société Générale Investment Banking
  • MCs in Corporate Finance & Banking

Zorrow Lo

  • Associate Risk Manager
  • Previously worked for Royal London Asset Management
  • MSc in Economics

Mercedes Lopes

  • Office & HR Manager
  • Previously worked for Goldman Sachs
  • DipHE Foreign Language and Business Administration

Zhengyang Niu

  • Operations Consultant
  • Previously worked for Bank of China
  • BSc in Mathematics

Angelo Rosu

  • Risk Consultant
  • Previously worked for HSBC
  • MSc Computational Finance

Honey Shah

  • Senior Operations Consultant
  • Previously worked for SS&C Advent
  • MSc in Finance

Jan De Spiegeleer

  • Co-Founder and CEO of RiskConcile
  • Previously worked for KBC, Jabre Capital Partners
  • Visiting Professor KU Leuven University
  • Phd Mathematics, MBA

Jegor Tokarevich

  • CEO and Founder of SOF
  • Previously worked for Prime Capital, PwC and Pantaenius
  • Programme and module head of risk and alternative investments certificates at EU universities
  • MSc Finance and Investment

SOFI (SOF Infrastructure)

Jan De Spiegeleer

  • Co-Founder and CEO of RiskConcile
  • Previously worked for KBC, Jabre Capital Partners
  • Visiting Professor KU Leuven University
  • Phd Mathematics, MBA

Jegor Tokarevich

  • Co-Founder and Partner of SOFI
  • Previously worked for Prime Capital, PwC and Pantaenius
  • Programme and module head of risk and alternative investments certificates at EU universities
  • MSc Finance and Investment

3

February,2026

Press Release: RiskConcile expands pan-European footprint with acquisition of London-based SOF

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11

December,2025

SOF Festive Greetings 2025 & Year-end Regulatory Update

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11

December,2025

SOF EET / PAI Validation Framework for Alternative Investments 2024

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11

September,2025

SOF Crystal Clear: Sustainable Finance Update & ESG Reporting 2025 for Institutional Investors

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10

September,2025

SOF EET / PAI Research 2024

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13

March,2025

SOF EET / PAI Validation Framework for Alternative Investments 2023

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14

November,2024

SOF celebrates its 10th anniversary!

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30

September,2024

SOF Crystal Clear: Risk & Regulatory for Alternative Investments – BAI ESG Template (Taxonomy + CSRD), SFDR / EET, TPT 7.0, VAG/AnlV Update, CRR 3

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3

September,2024

SOF EET / PAI Research 2022 & 2023

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15

August,2024

SOF Crystal Clear: Risk & Regulatory for Alternative Investments – CSRD / ESRS, SFDR / PAI, Taxonomy, Solvency 2, CRR 3, VAG

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15

December,2023

Festive Greetings 2023 from SOF!

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3

October,2023

SOF Crystal Clear: Regulatory ESG Reporting for EU Investors & Alternative Investments in 2023

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16

December,2022

Seasons’ Greetings 2022/23 from SOF!

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7

October,2022

We are celebrating 8 years SOF!

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1

June,2022

SOF Crystal Clear: Clarifications on the ESAs’ Draft RTS under SFDR

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26

May,2022

SOF Crystal Clear: ESMA’s Supervisory Briefing re SFDR / Taxonomy Disclosures

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26

May,2022

SOF Crystal Clear: EU COM’s QnA on SFDR & Taxonomy

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