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| 0 | Susan Barreto Editor of InvestHedge Hedge Fund Intelligence |
| Betsy Battle Chief Investment Officer & Founding Partner Lone Peak Partners Management Ms. Battle brings almost four decades of financial services and investment experience to Lone Peak Partners. Most recently, she was Director of Manager Selection and a member of the Management Committee at Soros Fund Management LLC. Over her eight years there, she not only managed multibillion dollar portfolios of external hedge funds for the Quantum group of funds and George Soros, but also built the manager selection and due diligence processes as well as the multi-manager portfolio construction and monitoring methodologies. Prior to Soros Fund Management, she held positions at Bankers Trust, Citicorp and JP Morgan, primarily as a manager in Global Sales and Trading. She currently serves on the Board of Directors of the University of North Carolina Kenan-Flagler Business School Foundation Board, the Board of Directors of the Breast Cancer Research Foundation, and the President’s Council of the Peconic Land Trust. Ms. Battle received a BA from the University of North Carolina at Chapel Hill in 1976. | |
| Arthur Berd Founder & Chief Executive Officer General Quantitative Arthur M. Berd is the Founder and CEO of General Quantitative LLC, an emerging diversified financial services firm whose GQ Asset Management division focuses on systematic investment strategies including risk-based asset allocation, tactical trading and security selection, GQ Analytics offers institutional advisory services in risk management and structured product design, and Wealth Technologies division provides systematic wealth management and financial planning services and solutions. Arthur is also a Partner at SmartQuant, LLC, a leading financial technology firm that produces an end-to-end software infrastructure and cloud-based services for developing, testing, and trading of algorithmic strategies across many markets, instrument types and trading frequencies. Earlier, Arthur was the Head of Macro Volatility Strategies at Capital Fund Management, and held senior strategy and research positions at BlueMountain Capital Management, Lehman Brothers and Goldman Sachs Asset Management. Dr. Berd is the Editor-in-Chief of the Journal of Investment Strategies, and is also the co-founder and coordinator of the quantitative finance section of http://arxiv.org, a global electronic research repository with over 2000 papers covering topics from portfolio and risk management, to trading and market microstructure, to securities pricing and mathematical and statistical finance methods. An author of more than 30 publications and a frequently invited speaker at major industry conferences, Dr. Berd edited the book “Lessons from the Financial Crisis” (RiskBooks, 2010, 2013). He holds a Ph.D. in Physics from Stanford University. | |
| Barbara Ann Bernard Chief Executive Officer & Chief Investment Officer Wincrest Capital Barbara Ann Bernard is the Chief Executive Officer and Chief Investment Officer of Wincrest Capital, a value-oriented global long/short equity firm. Formerly, Ms. Bernard was a research analyst for nearly a decade at Holowesko Partners, a global long-short equity hedge fund where she was responsible for generating, recommending and monitoring investment ideas for the fund. Prior to Holowesko Partners, Ms. Bernard was responsible for global long-short equity manager selection for Deutsche Bank’s Fund of Hedge Fund business in London. Ms. Bernard began her career as an analyst in the Investment Banking Division of Goldman Sachs in London. Ms. Bernard graduated from the London School of Economics with a Bachelor of Science. | |
| Keith Black Managing Director, Curriculum & Exams CAIA Association Keith Black has over twenty-five years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Managing Director of Curriculum and Exams for the CAIA Association. During his most recent role at Ennis Knupp + Associates, Keith advised foundations, endowments and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Prior experience includes commodities derivatives trading, stock options research and CBOE floor trading, and building quantitative stock selection models for mutual funds and hedge funds. Dr. Black previously served as an assistant professor and senior lecturer at the Illinois Institute of Technology. He contributes regularly to The CFA Digest, and has published in The Journal of Wealth Management, The Journal of Trading, The Journal of Investing, and The Journal of Alternative Investments, among others. He is the author of the book “Managing a Hedge Fund,” as well as the co-author of the 2012 and 2015/2016 second and third editions of the CAIA Level I and Level II textbooks. Dr. Black was named to the Institutional Investor magazine’s list of “Rising Stars of Hedge Funds” in 2010. Dr. Black earned a BA from Whittier College, an MBA for Carnegie Mellon University, and a PhD from the Illinois Institute of Technology. He has earned the Chartered Financial Analyst (CFA) designation and was a member of the inaugural class of the Chartered Alternative Investment Analyst (CAIA) candidates. | |
| Adam Blitz Chief Executive Officer & Chief Investment Officer Evanston Capital Management Mr. Blitz is the Chief Executive Officer, Chief Investment Officer, a Principal, a member of the Investment Committee of Evanston Capital Management, LLC, and a member of its Board of Managers. He has over fifteen years of institutional investment management experience with an emphasis in quantitative analysis, trading and risk management. Prior to helping establish Evanston Capital Management, Mr. Blitz worked in the Prime Brokerage area at Goldman, Sachs & Co., where he was responsible for developing, selling, and managing funding and financing products to offer to hedge funds. He also worked closely with the risk management group within Prime Brokerage, which is responsible for determining the appropriate amount of leverage to extend to hedge funds from both a regulatory and risk-based perspective. Before joining Goldman Sachs, Mr. Blitz was the Head Trader at AQR Capital Management, a multi-strategy quantitative investment manager. At AQR, Mr. Blitz was responsible for implementing all of AQR’s market-neutral strategies and traded a wide variety of financial instruments, including equities, bonds, currencies, futures, and swaps. Mr. Blitz also assisted in risk management and strategy research at AQR, including extensive modeling and analysis of strategy and fund-level volatilities and correlations. Mr. Blitz also was previously employed in the Asset Management Division at Goldman Sachs, where he was a member of the Quantitative Research group. Mr. Blitz received his B.S. in Economics from the University of Pennsylvania’s Wharton School. He serves as a member of the Board of Advisors of Northwestern University’s School of Education and Social Policy, is a CFA charterholder, and is a member of the CFA Institute and the CFA Society of Chicago. | |
| Jane Buchan Chief Executive Officer PAAMCO Jane Buchan is the chief executive officer at PAAMCO where she is responsible for overall business strategy and firm direction. Jane began her career at J.P. Morgan Investment Management in the Capital Markets Group. She has also been an Assistant Professor of Finance at the Amos Tuck School of Business at Dartmouth. Jane is currently serving as director and chairwoman of the board for the Chartered Alternative Investment Analyst Association (CAIA). She also serves as a member of the board of directors for the Torchmark Corporation (TMK). | |
| Denise Crowley Head of Securitized Credit ZAIS Group Ms. Crowley serves as Head of Securitized Credit at ZAIS and is responsible for mortgage investments, including Non-Agency RMBS, CMBS, Commercial Real Estate debt and equity and CLO investments across our separately managed accounts and co-mingled funds. She is also a member of ZAIS’s Management Advisory Committee. Since joining ZAIS, Ms. Crowley has been actively involved in the MBS, CLO and CDO security markets since 1999. Previously, Ms. Crowley managed a HY credit fund for ZAIS. Before joining ZAIS in August of 1997, Ms. Crowley worked at JPMorgan in the High Yield Trading Group. Before JPMorgan, she worked for Hon. Daniel P. Moynihan as an economic research analyst. Ms. Crowley received a B.A. from Boston College and an M.B.A. from New York University’s Stern School of Business. | |
| Paul Crowley Co-Founder & Managing Member Gradient Fund Management From 2013 to 2015, Paul Crowley was Director of Quantitative Strategies for Visium Asset Management LLC. As such, Mr. Crowley managed a team of portfolio managers who deployed quantitative strategies on behalf of the Visium Global Fund. Mr. Crowley was responsible for hiring, capital allocation, and infrastructure development. From 2000 to 2005, Mr. Crowley ran a high-frequency, algorithmic trading desk for Millennium Partners. Mr. Crowley left Millennium in 2005 to found Gradient Fund Management LLC, a hedge fund management firm engaged in high-frequency, algorithmic trading of U.S. equity securities. Mr. Crowley created and managed all aspects of Gradient’s business, including research, development, information technology, market data, trading, order routing, and various business functions. After closing Gradient in 2008, Mr. Crowley served as COO and Director of Research for KIP Management, a hedge fund management firm similarly involved in high-frequency, algorithmic trading. More recently, Mr. Crowley was a Managing Director of Magnitude Capital, LLC, where he developed and managed Magnitude’s managed account infrastructure as well as its information infrastructure. From 1994 to 2000, Mr. Crowley held various roles within UBS and its predecessor organizations, initially managing equity derivative research globally and later leading the development of algorithms and systems for principal program trading. His prior experience includes two years at Barra, six years at McKinsey & Company, and two years at Morgan Stanley. Mr. Crowley received his M.B.A. from Harvard University in 1985. He graduated magna cum laude with a B.A. in Physics in 1981, also from Harvard University. | |
| Steve Deitch Co-Portfolio Manager Duet Group Steve brings 13 years of experience managing investments across event driven and fundamental hedge fund strategies. Prior to joining Duet in 2016, Steve managed global event driven and Asia focused portfolios at Millennium Management. He also previously managed an Asia event-driven strategy with Jon Withaar for a large institutional investor within Deimos Asset Management. Steve has previously held portfolio manager and senior research analyst roles at Balyasny Asset Management and Black Arrow Capital Management specializing in low net exposure, fundamental and catalyst driven trading strategies. Steve completed bachelor of science degrees in finance and international business at the Pennsylvania State University and a curriculum in Asian Economics at the University of Queensland, Australia. | |
| Lawrence Delevingne Reporter Reuters Lawrence Delevingne is a journalist at Reuters, focusing on feature writing about hedge funds. He was previously an enterprise reporter for CNBC.com from 2013 to 2015, mostly covering hedge and private equity funds, and a senior staff writer at hedge fund publication Absolute Return from 2010 to 2013. He has also written for Business Insider, Fortune and BusinessWeek. Delevingne holds a Master’s degree from Columbia University’s Graduate School of Journalism and a Bachelor’s degree from Georgetown University’s School of Foreign Service. | |
| Jason Dillow Chief Investment Officer Halcyon Capital Management Mr. Dillow joined Halcyon in 2005. As Chief Investment Officer, Mr. Dillow oversees primary portfolio management responsibilities for Halcyon Capital Management, as well as its event-driven, special situations, credit, and long duration recoveries vehicles. Mr. Dillow served as Portfolio Manager for Halcyon’s Multi-Strategy funds since January 2014 after serving as Director of Research for several years. Prior to joining Halcyon, Mr. Dillow, who had worked at Goldman Sachs since 2001, was responsible for investments in the energy, power, industrial, and financial industries in the Special Situations Investing Group, a multi-billion dollar proprietary investing area within Goldman Sachs’ Fixed Income, Currency and Commodities Division. Mr. Dillow received an A.B. with Honors from Princeton University. | |
| Andrew Dollery Director, Prime Services Societe Generale Corporate & Investment Banking Andrew Dollery is a Director within the Prime Services division of Societe Generale Corporate & Investment Bank, having joined the firm in 2010. Andrew has primary responsibility for the origination and structuring of new execution, clearing and financing business, across asset classes, with particular expertise in the servicing requirements of regulated funds or ‘liquid alternatives’, such as UCITS & US 40 Act funds. Andrew started his career at Merrill Lynch, where he was responsible for Prime Brokerage sales. He then worked at The Bank of New York Mellon, where he was responsible for Alternative Investment Services. Andrew graduated from the University of Nottingham with a BSc (Hons) in Economics, and holds the Chartered Alternative Investment Analyst (CAIA) designation. | |
| Andrew Dreaneen Head of Liquid Alternatives Schroders Andrew Dreaneen is Head of Liquid Alternatives and is responsible for business development of the Schroder GAIA hedge fund platform globally involving manager selection, product development, product management, sales and marketing. Prior to this, Andrew was head of product development for a number of Schroders UCITS and alternative fund ranges. His career commenced in 1998 in New Zealand in an alternative investment boutique (FMG). Andrew joined Schroders in 2000. Andrew has a postgraduate Diploma in Business Administration and a Degree in Business, Massey University New Zealand. | |
| Michal Dziegielewski Director of Investment Research FQS Capital Partners Michal is a senior member of the FQS research team and a member of the Investment Committee. Prior to joining FQS, Michal was the Strategy Head for Global Macro, Fixed Income and Credit Strategies at FIM. Before moving into that role, he was the Strategy Head for US Equity Long/ Short and prior to working at FIM, he was an Investment Analyst at Ivy Asset Management. Michal obtained a BA in Political Science from Grinnell College and an MA in Economics from the University of Delaware. He is a CFA charterholder. | |
| David Fiszel Founder & Chief Investment Officer Honeycomb Asset Management David is the Founder and Chief Investment Officer of Honeycomb Asset Management, a recently launched asset management firm focused on public and private investments. Prior to founding Honeycomb Asset Management in July of 2016, David was a portfolio manager at EverPoint Asset Management, a multi-billion dollar family office and division of Point72 Asset Management based in New York City, beginning in January 2008 through September 2015. David led an investment team that was responsible for managing over $1.5B of allocated capital in long/short equity, and made investments in private technology companies. From 2004 through 2007, David was the founding partner of Rhombus Capital Management. David was a portfolio Manager at S.A.C Capital from 2000 to 2004 based in New York City. Prior to S.A.C., David worked as a financial analyst at Omega Advisors from 1996 to 2000. He graduated from the University of Texas at Austin with a BBA in Finance in 1994 and graduated from Stuyvesant High School in NYC. David serves on the advisory board of the NYU Langone Center for Musculoskeletal Care. He and his wife Sarah are both from New York City, where they currently reside with their four children aged two to eight years old. | |
| Simone Foxman Reporter Bloomberg Simone Foxman is an reporter for Bloomberg News, where she has covered hedge funds and investing since 2014. She previously wrote about hedge funds at Absolute Return, a division of Hedge Fund Intelligence and Institutional Investor. She started her journalism career covering markets and finance at Business Insider and later at Quartz, a business-focused website from Atlantic Media Company. She is a graduate of Columbia University, where she studied economics and the Middle East. | |
| Emanuel Friedman Co-Founder & CEO EJF Capital Mr. Emanuel (Manny) Friedman is the CEO at EJF Capital, LLC and its Co-Founder since 2005. Previously, he served as a Co-Founder and CEO of Friedman Billings Ramsey Group Inc (FBR) where he served from 1989 to 1999. He entered the securities industry in 1973, when he joined Legg Mason Wood Walker & Co., Inc. and from 1985 until 1989, he was employed as a Senior Vice President in the institutional sales group at Johnston, Lemon & Co. Mr. Friedman founded EJF Philanthropies with his wife, Kindy French, in 1993. | |
| Brian Gonick Co-Chief Investment Officer Senvest Management Brian is Co-Chief Investment Officer of Senvest Management. He joined Senvest International in 1994 and joined Senvest as a Principal and Managing Director in 2008. Brian is co-manager of Senvest’s flagship fund and oversees management of Senvest’s investment team, business development and operations in New York. Previously he was a Portfolio Manager in the Media group at Balyasny Asset Management and Director of Research at Corsair Capital Management. Before that, Brian spent more than twelve years as an investment banker. Brian graduated cum laude from The Wharton School, University of Pennsylvania, with a BS in Economics. | |
| Mark Gordon Senior Portfolio Manager AlphaGen Capital Mark Gordon joined Henderson in 2015 as a Fund Manager. Prior to joining Henderson, Mark worked as a Senior Analyst at Paulson & Co. Inc where he was responsible for US$2bn of energy investments, mostly pre-arbitrage, arbitrage or special situations. He was a Portfolio Manager at Soros Fund Management before that focusing on global energy/natural resources investments, both public and private. Before joining Soros, Mark worked at Goldman Sachs Asset Management as a Research Analyst and later a Portfolio Manager. Mark started his career as an Investment Banking Analyst at Lehman Brothers in the Mergers and Acquisitions group. Mark has a BA (Hons) from Brown University with concentrations in Modern Culture and Media and in Religious Studies, an MA from Stanford University with a concentration in Humanities and an MBA (Hons) from the University of Chicago with concentrations in Analytic Finance and in Economics. Mark is a CFA charterholder. | |
| Said Haidar President & CEO Haidar Capital Management Said Haidar is Founder, President & CEO of Haidar Capital Management, a $313.5m global macro investment firm. Prior to founding Haidar Capital Management in 1997, Said was Head of Research, Fixed Income Proprietary Trading at Credit Suisse First Boston overseeing risk management, trading analytics development and strategy research. He was Senior Vice President and Director of Quantitative Strategies Group at Lehman Brothers and Vice President and Director of Quantitative Research in the Institutional Futures and Options division of Drexel Burnham Lambert. Said received a BA and MA in Economics with Honors from Harvard University. | |
| Chris Hardy Chief Compliance Officer Whitebox Advisors Chris Hardy Chief Compliance Officer Chris Hardy joined Whitebox in 2015 and serves as the firm’s Chief Compliance Officer. Prior to joining Whitebox, Mr. Hardy was a Partner at Ascendant Compliance Management for eight and a half years where he advised clients regarding all aspects of compliance with federal securities regulations. Mr. Hardy was previously an Executive Consultant at National Regulatory Services where he provided similar consulting services. Mr. Hardy received a BS from Aston University School of Business in 1991 and a MA from Trinity College in 1995. | |
| Ben Hoffstein Chief Technology Officer Pine River Capital Management Ben is a Managing Director and the Chief Technology Officer. He is responsible for the firm’s technology infrastructure, software platforms, and development and engineering teams. Ben also serves on the firm’s Operating Committee. Prior to joining Pine River in 2012, Ben developed trading, research, risk, and middle office systems for Ionic Capital Management, Hutchin Hill Capital, SAC Capital Advisors, and JP Morgan Chase. He received a BS in Finance and Information Systems from New York University, Leonard N. Stern School of Business in 1998. | |
| Glen Kacher President & Portfolio Manager Light Street Capital Glen Kacher formed Light Street in 2010. Prior to forming Light Street, Glen was with Integral Capital Partners, where he joined as a Principal in 1998 and became a Managing Director in 2000. Integral typically invested 70% of each of its funds in public companies, with the remainder in private companies. At Integral, Glen developed portfolio strategy, researched companies, and executed trades. Areas of investment included software, Internet, media, eCommerce, mobile hardware, PC hardware, security software, and networking. Glen led or co‐led many of Integral’s venture investments during his tenure, including Agile Software (IPO, acquired by Oracle), Arcsight (IPO, acquired by HP), BlueNile (IPO), Epiphany (IPO, acquired by SSA), Extensity (IPO, acquired by Geac), Fortify Software (acquired by HP), Interwoven (IPO, acquired by Autonomy), LogMeIn (IPO), OpenTable (IPO), and Overture/Goto.com (IPO, acquired by Yahoo). Prior to joining Integral, Glen was with Tiger Management from 1993 to 1996 as a full‐time research analyst and from 1996 to 1997 as a part‐time consultant. At Tiger, Glen focused on investments in the software, hardware, and networking industries. Glen holds an MBA from Stanford University’s Graduate School of Business, 1998, and a B.S. in Commerce with Distinction from the University of Virginia’s McIntire School of Commerce, 1993. | |
| 0 | Patrick Kelly Co-Founder, President & Chief Executive Officer Brigade Capital Management Mr. Kelly is the Co-Founder, President and Chief Executive Officer. Additionally, Mr. Kelly is a member of the Investment Committee. Prior to founding Brigade, Mr. Kelly spent 24 years at Salomon Brothers, Salomon Smith Barney and Citigroup as a Managing Director. While at Salomon Brothers, Mr. Kelly led several key initiatives, including the development and relocation of the interest rate swap business from corporate finance to sales and trading. Mr. Kelly served as Global Product Sales Manager for all over-the-counter derivatives at Salomon Brothers. Additionally, Mr. Kelly served on the ISDA board, which Salomon Brothers helped create in 1985. In 1990, Mr. Kelly moved to the Leverage Finance division at Salomon Brothers, where he was asked to lead the sales unit dedicated exclusively to high yield total rate of return accounts. During his tenure as the head of high yield sales, Salomon Smith Barney achieved the number one position in the market. Mr. Kelly serves as a Board Trustee for The Partnership for Inner-City Education. Mr. Kelly is a Founding Member of the Boston College Wall Street Council and formerly served on the Board of Directors of the New York City Police and Fire Widows' and Children's Fund. Mr. Kelly is also a member of the New York Bar. Mr. Kelly received a BS in Economics, cum laude, from Boston College and a JD from Hofstra School of Law. |
| Christian Lee Senior Portfolio Manager Itau USA Asset Management Christian Lee joined IUAM in October 2011 from LyonRoss Capital an investment management firm specializing in hedge funds and portable alpha strategies. He brings over 22 years of alternative and derivative strategies experience to Itaú. He was a partner serving as PM and later Chief Risk Officer at LyonRoss (formerly Bassini Playfair) from 2007 to 2011 in charge of the portfolio construction of their hedge fund and portable alpha portfolio. From 2005 to 2007 he launched and co-managed the Alphanumeric hedge fund specializing in volatility and commodity arbitrage strategies at Bassini Playfair & Wright. He spent the bulk of his career, from 1996 to 2005, at Credit Suisse Asset Management (formerly BEA Associates) where he was portfolio manager of their Currency Overlay, Commodity Total Return, and Enhanced Indexing strategies. He holds a BA in Economics from the University of Rochester. | |
| Rachael Levy Senior Finance Reporter Business Insider Rachael Levy is a reporter at Business Insider covering asset management with a focus on hedge funds. Before Business Insider, Rachael covered hedge funds for the Financial Times' FundFire and Absolute Return. She was a Google Journalism Fellow at the Committee to Protect Journalists and holds a master's degree in business reporting from the CUNY Graduate School of Journalism. | |
| Alec Litowitz Founder & Chief Executive Officer Magnetar Capital Alec Litowitz is Founder and Chief Executive Officer of Magnetar Capital. In addition to serving as Chairman of the firm’s Management Committee, Litowitz is Co-Head of the Investment Committee. Litowitz began his 20-year financial services career in Corporate Finance at JP Morgan in New York focusing on the Financial Institutions Group. Before founding Magnetar he spent nine years as a Principal at Citadel Investment Group, where he was Global Head of Equities and a member of the Management and Investment Committees. Litowitz enjoys endurance and adventure races and completed the Hawaii Ironman in 2004 and the La Ruta de los Conquistadores mountain bike race in 2014. His interest in competitive sports led Litowitz to Dare2tri, a nationally focused non-profit that provides triathlon and single-event training to young people and adults with disabilities, where he serves as Board Chair. Additionally, he is a driving force behind the Magnetar Youth Investment Academy, an innovative high school-based financial education program now in more than 150 Chicago high school classrooms that has reached over 10,000 teens. Litowitz graduated from MIT with a Bachelor of Science in Mathematics and Anthropology and went on to receive a JD and MBA from the University of Chicago. He currently serves on Visiting Committees at both universities. While at MIT, Litowitz became the first All-American squash player in the school’s history. | |
| Carter Lyons Managing Director & Head of Global Investor Relations Two Sigma Investments Carter Lyons joined Two Sigma Investments in September 2011. As part of his responsibilities, Mr. Lyons is Head of Investor Relations and is responsible for the firm’s fundraising and relationship management efforts. Prior to joining the firm, Mr. Lyons worked at BlackRock, where he most recently served as Managing Director within the Global Client Group. Prior to this, Mr. Lyons worked at Barclays Global Investors where he managed a team of account managers who were responsible for providing both client service and new business development to a range of U.S. institutional clients. Prior to joining BGI, Mr. Lyons was with Franklin Templeton in the Fund Accounting department. Mr. Lyons earned a BS in finance from Lehigh University and is a CFA charterholder. | |
| Michael Marrale Chief Executive Officer M Science Michael is the CEO of M Science, leader of the executive team and sits on the company’s board. Prior to M Science, Michael was an Executive Committee Member and Head of Research, Sales & Trading at Investment Technology Group where he led one of the world’s largest and most respected data-driven research teams and was instrumental in the divestiture and sale of its Energy research business to Warburg Pincus for over $120mm in late 2015. Previously, he has held senior roles at RBC Capital Markets and Lehman Brothers. | |
| Michelle McCloskey President Man FRM Michelle McCloskey is President of Man FRM ('FRM'), based in New York, and a member of Man Group’s Executive Committee. Michelle is responsible for overseeing a number of key strategic relationships within the business. In addition she is Head of the Managed Account Lifecycle team.Prior to being named President of FRM, Michelle was Head of Manager Research at FRM and before that, Head of the Commodities and New Alternatives teams within hedge fund research of Man Group’s multi-manager business, where she was responsible for researching and defining new and leading edge investment opportunities for the group. Prior to joining Man Group in 2006, Michelle was a portfolio manager for over twenty years in the commodities sector, for a variety of institutions including energy companies, investment banks, and private asset managers. Michelle graduated magna cum laude with a B.S. in Chemical Engineering from Texas Tech University in Lubbock, Texas. | |
| Joseph Naggar Partner & Senior Portfolio Manager GoldenTree Asset Management Joseph Naggar is a partner, senior portfolio manager and head of structured products at GoldenTree Asset Management. He is also a member of GoldenTree's executive committee and chairs the firm's risk committee. GoldenTree expanded its efforts investing in structured products in 2007 with the hiring of Naggar, who has been instrumental in building the firm's structured-products investment team. Under his direction, GoldenTree built some of the most sophisticated, proprietary systems to analyze opportunities in structured products, which integrate firm proprietary knowledge of single name credits into its analysis. Prior to GoldenTree, Naggar was a managing director at Morgan Stanley. He serves on the advisory board of the MIT Center for Finance and Policy. Naggar has a B.S. in mechanical engineering from Pennsylvania State University through the University Scholars program and an M.B.A. with a concentration in financial engineering from the MIT Sloan School of Business. | |
| Eric Nierenberg Senior Investment Officer & Director of Hedge Funds and Low Volatility Strategies Massachusetts Pension Reserves Investment Management Board (MassPRIM) Eric Nierenberg, Ph.D. serves as Senior Investment Officer and Director of Hedge Funds and Low Volatility Strategies for the Massachusetts Pension Reserves Investment Management Board (MassPRIM), where he oversees approximately $6.5 billion in investments. Prior to joining MassPRIM in 2012, Eric was an equity portfolio manager at Lee Munder Capital Group and Independence Investments. Eric was named to CIO Magazine’s “Forty Under 40” list of investment professionals in 2014. Institutional Investor awarded Eric with its “Hedge Fund Plan of the Year” distinction in 2016. Eric also serves as Adjunct Professor of Finance at Brandeis International Business School in Waltham, Massachusetts, where he teaches graduate level courses in Options & Derivatives and Behavioral Finance. He received the 2013 "Excellence in Teaching Award" at Brandeis. Eric previously served on the Board of Trustees of The Sage School in Foxborough, Massachusetts, as well as the Worcester Regional Airport Commission, and works on volunteer projects for Harvard Business School Community Action Partners. Eric received his Ph.D. in Business Economics from Harvard University, and also earned his M.A. degree in Economics from Harvard. Eric graduated from Harvard with an A.B. degree in Economics, magna cum laude, and was elected to Phi Beta Kappa. | |
| Sara Noble Chief Product Officer Qineqt Sara is a creative problem solver with 21 years of product, data analysis and strategy experience. Sara joined Qineqt from Citi where she was a Vice President with responsibility for client engagement with Citi’s digital offering. Prior to that, Sara was Director of Product Strategy at BlueMatrix. Sara started her career at Bloomberg where she spent 15 years as Head of Product Development for Bloomberg Data Acquisitions & Business Manager. At Qineqt, Sara leads the development and delivery of strategic product opportunities to give clients an edge. | |
| Adam Perez Senior Investment Director Cambridge Associates Adam is a senior investment director in Cambridge Associates’ Boston office. He focuses on hedge fund research, and his responsibilities include identifying, performing due diligence, and monitoring investment firms and their portfolio companies. Before joining Cambridge Associates, he spent 10 years at the Permal Group, a fund of hedge funds based in New York, where he was a portfolio manager and senior analyst sourcing, selecting, and monitoring hedge fund investments. Adam received his MBA from the Stern School of Business at NYU and received his BA from NYU. | |
| Adam Pfefer Director of Corporate Information Technology Davidson Kempner Capital Management Adam Pfefer is the Director of Corporate Information Technology (IT) at Davidson Kempner Capital Management. Adam oversees a global team responsible for all Corporate IT Systems design, planning and operations. This broad portfolio includes productivity applications, end user technology, data center systems and information security programs. Adam is tasked with successfully meeting the business needs while encouraging productivity, reliability and information security. Previously, Adam was the Head of Infrastructure at Old Lane, LP. Adam is a founder and board member of AITEC, an industry peer group for senior IT professionals. A graduate of Yeshiva University, Mr. Pfefer earned a BS in Management Information Systems. | |
| Andrew Rabinowitz President, Partner & Chief Operating Officer Marathon Asset Management Andrew Rabinowitz, President, Partner and Chief Operating Officer at Marathon Asset Management. Mr. Rabinowitz is also a member of the firm's Executive Committee, which manages the firm. He manages Marathon's day to day activities including oversight of the firm's global infrastructure including operations, treasury, legal, compliance and technology. He is also responsible for setting global policies and procedures, financial controls, external code of conduct and assisting on business development. In addition, Mr. Rabinowitz oversees Marathon's Investor Relations and Client Services team involved in business development, objectives, initiatives and meetings with investors. Lastly, Mr. Rabinowitz monitors Marathon's third party relationships with external service providers such as prime brokers, lawyers, accountants and fund administrators. Mr. Rabinowitz joined Marathon in 2001 from Schulte Roth & Zabel, where he was a practicing lawyer in the corporate group specializing in hedge funds and asset management from 2000-2001. Previously, Mr. Rabinowitz was employed at Ernst & Young for seven years as a Certified Public Accountant (CPA) focused on hedge funds and asset management and broker-dealers. He supervised and conducted audits and oversaw consulting engagements in the financial services industry. He currently also co-founded The R Baby Foundation which has raised several million dollars for children's hospitals in the U.S. Mr. Rabinowitz holds his J.D. in Law from Fordham University School of Law and a B.B.A. in Accounting from Pace University, magna cum laude. Mr. Rabinowitz is a CPA in the State of New York and is currently a member of the Bar in New York and Washington, D.C. | |
| 0 | Duncan Sankey Partner, Portfolio Director & Head of Credit Research Cheyne Capital Management Duncan Sankey is Head of Credit Research. He joined Cheyne in September 2003 as a senior credit analyst, bringing with him 16 years’ diverse experience in credit analysis in Europe, the US and Asia. Duncan had been Head of Credit Research at Nomura – a role he had previously performed with Greenwich NatWest and PaineWebber. Prior to moving to the sell-side, he spent a number of years as a Vice-President at Moody’s Investors’ Service in New York and London, with responsibility for investment-grade, high yield and emerging markets credits. Duncan began his career at Morgan Guaranty. He graduated from Oxford University with an MA in Medieval and Modern Languages and an Open Scholarship at St. Edmund Hall, Oxford. Duncan also has an MSc from the University of London in Corporate Governance and Ethics. In 2015 he co-authored with Justin McGowan ‘Opening Credit. A Practitioner’s Guide to Credit Investment’. |
| Daniel Schatzman Director of Hedge Fund Research Wolfson Group Dan Schatzman is director of hedge fund research at Wolfson Group, a single-family office that has been invested in hedge funds for more than 30 years. The office is invested in dozens of funds, across asset classes, geographies, and AUMs. Before that he worked for another family office. He has an MBA from the University of Chicago. | |
| Richard Shapiro Partner, Portfolio Manager & Co-Head of Equities Wexford Capital Richard A. Shapiro joined Wexford in 2011 and became a Partner in 2014. Mr. Shapiro serves as Portfolio Manager and Co-Head of Equities and is a member of the hedge fund investment committee. From 2007-11, Mr. Shapiro was a Managing Director and Portfolio Manager at Millennium Management, managing a long-short portfolio. From 2004-06, Mr. Shapiro was a Managing Director and Portfolio Manager in the equities division of Amaranth Advisors. From 1997-99 and 2001-04, Mr. Shapiro also gained investment experience at Putnam Investments, 1to1 Venture Partners and Lee Munder Capital. Mr. Shapiro holds an MBA from Georgetown University and a BS in Business Administration from the University of Southern California. | |
| Robert Surgent Portfolio Manager Field Street Capital Management Robert Surgent joined Field Street Capital Management, LLC in September 2016 as a portfolio manager responsible for trading a dedicated capital allocation with a focus on macro trading across equity indices, rates, and currencies. Prior to joining Field Street, he was a macro portfolio manager at Tudor Investment Corporation from 2011 to 2016. Before Tudor, Robert worked at Goldman Sachs from 1993 to 2010 in various roles: proprietary macro trader (2004 to 2010), Principal Strategies Group (2001 to 2004), and the European equities market making desk (1993 to 2001). Robert began his career at Chemical Bank as a credit analyst from 1989 to 1991. Robert received a BS degree in Economics from the University of Pennsylvania in 1988 and a MBA from the Wharton School in 1993. | |
| Gaurav Suri Chief Executive Officer Arcesium Gaurav Suri is the CEO of Arcesium. Gaurav was formerly a Managing Director and Head of Information Technology and Software Development for the D. E. Shaw group. From 1996 until Arcesium's launch in 2015, he focused on developing proprietary software associated with the D. E. Shaw group's investment management activities and building out the firm's software development operations in Hyderabad, India. He also oversaw the D. E. Shaw group's office in Hyderabad. Gaurav received a bachelor's degree in computer science and engineering from the Indian Institute of Technology Delhi and a master's degree in computer science from the University of Illinois at Urbana-Champaign. | |
| Viktor Ula Managing Principal PivotalPath Mr. Ula is a managing principal at PivotalPath, responsible for the firm’s strategic decisions, managing its resources and coordinating the team’s research, business development and technology endeavors. Mr. Ula also serves as a member of the company’s board of directors. Mr. Ula has more than 15 years of experience within the investment alternatives space, including roles as chief executive officer and chief investment officer of Omega Asset Management Ltd., a London based asset manager with over $600 million under management. Prior to joining the parent company, Omega Capital S.L. (Madrid) as head of hedge fund investments in January 2004, Mr. Ula was a Director at HVB Alternative Advisors in London and a vice president with LGT Capital Partners in Pfaeffikon, Switzerland. In each of those positions, he served as a member of the respective firm’s investment committee. | |
