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| Moderator: Susan Barreto editor InvestHedge Susan Barreto is editor of InvestHedge, previously spending eight years as deputy editor of the magazine. Based in Chicago, Susan joined InvestHedge in 2006 from Lipper HedgeWorld. Much of her time spent on the founding editorial team of HedgeWorld, included coverage of the initial rise of institutional investors in the hedge fund industry. | |
| Jürgen Blumberg head of european capital markets Source Jürgen is responsible for strategic relationships with authorised participants, brokers, dealers and market makers. He works with investors to identify the most cost effective and efficient ways to buy and sell Source products, both in general and for specific trades. Before joining Source, Jürgen worked at iShares and was responsible for capital markets in German-speaking Europe, Eastern Europe and the Nordics. Previously, Jürgen was an equity trader for various proprietary trading companies, specialising in arbitrage. Jürgen holds a degree in business administration from the Ludwig Maximilian University of Munich. | |
| Hans-Olov Bornemann head of global quant team & senior portfolio manager SEB Asset Management Hans-Olov Bornemann founded the Global Quant Team in 2003 (100% stable since foundation). He is the fund manager of the first and the largest UCITS compliant managed futures / CTA fund in the world, SEB Asset Selection. The fund has recorded the highest risk-adjusted returns among the 15 largest CTAs in the world (including non-UCITS) over the last 10 years (Oct 2006 – Sept 2016). The team has received international awards/nominations each year since 2008. Over the last six months alone, the team has received awards/nominations from seven international hedge fund magazines. | |
| Michael Browne portfolio manager | European Long/Short Martin Currie Investment Management Michael joined Martin Currie in 2010 and co-manages our European equity long/short strategy with Steve Frost. He came to us from Sofaer Capital, where he and Steve had managed the European Hedge Fund since 2001. Before joining Sofaer, Michael was Head of International Equities at Chase Asset Management, where he had overall responsibility for all non-US equity portfolios. He began his career in 1986 at BZW Investment Management, where he was responsible for a variety of European unit trusts and segregated funds. | |
| Malcolm Butler founding partner & chief operating officer Selwood AM Prior to joining Selwood AM, Malcolm was a Senior Partner and COO at COMAC Capital, from 2008 until 2015. Before COMAC, Malcolm worked for Citigroup and was the EMEA Head of Securities and Funds Services having run Investor Services and Global Cash Re-investment for the group. He held previous positions as Managing Director, CFO, for the Global Transaction Services EMEA businesses in London; and had been the Global COO for the proprietary Risk Treasury business having held various trading and management roles before that. He joined Citigroup as a Management Associate in 1991. Malcolm is an MSc Sloan Fellow from London Business School. He has an MA (jt. Hons) in Politics and Modern History from Edinburgh University. He is also a Trustee and Chairman of The Butler Trust, a prison/offender management awards charity; he sits on the National Development Board of an education charity and is on the board of the St Martin’s in the Fields Trust. | |
| Renaud Champion head of credit strategies La Française Investment Solutions Renaud joined La Française IS in January 2013 from AXA IM Structured Finance where he spent five years. From 2010 to 2012, Renaud co-headed the corporate credit team at AXA IM Structured Finance where he oversaw the non-traditional corporate credit platform. From 2007 to 2010 he served as senior portfolio manager within the structured credit investment team managing funds and investing in CDOs and regulatory capital transactions across the capital structure. Previously, from 2002 to 2007, Renaud was in charge of the credit team (research and portfolio management) at Allianz Global Investors France, reporting to the head of fixed income. Between 1998 and 2002, he was head of money market and credit funds at DWS France. Renaud graduated from HEC in 1994 and ENSAE in 1998. | |
| Geraud Charpin portfolio manager BlueBay Asset Management Geraud joined BlueBay in August 2008 as a Portfolio Manager and has primary responsibility for managing the BlueBay Credit Alpha Long Short Fund. Geraud forms part of a core investment team that has an established track record of dynamic market insights and performance in macro fixed income investing across both developed and emerging markets. Previously, Geraud worked at UBS as Head of European Credit Strategy and BNP Paribas where he developed the firm’s research on secondary trading strategies. Geraud holds a Master of Finance from ESSEC International Management School, Paris and a degree in Engineering from ICPI Lyon, France. | |
| 0 | Anthony Clake senior partner Marshall Wace Asset Management Anthony has been responsible for the evolution of the TOPS strategies since their inception in 2001; comprising around half the firm’s assets. As the Global Portfolio Manager for TOPS, he has overseen the geographic expansion of this investment process across Europe, Asia, North and South America as well as Emerging Markets. In recognition of his contribution to the development of Marshall Wace, Anthony was made a partner in 2004. Anthony joined Marshall Wace in August 2001 directly from university following consultancy work with the company during 1999 and 2000. Previously he studied Philosophy, Politics and Economics at Queen's College, Oxford. He was elected to the Gibbs scholarship for obtaining the highest marks awarded in preliminary and final examinations. |
| Richard Cookson head of research & portfolio manager Rubicon Fund Management Richard joined Rubicon in 2013 as Head of Research & Portfolio Manager. Prior to Rubicon, Richard was Global Chief Investment Officer and Chairman of the Global Investment Committee at Citi Private Bank where he initiated profound changes in their tactical and strategic asset-allocation methodology. Before Citi, Richard was head of asset-allocation research at HSBC, where he worked for five years with the group’s chief economist, Stephen King. Before this he was International Finance Editor at The Economist newspaper and founder of the Buttonwood column. Richard received a Bachelor of Arts degree from New College, Oxford, where he read Philosophy, Politics & Economics. | |
| Hugh Cutler executive vice president & head of global distribution Affiliated Managers Group (AMG) Hugh is responsible for managing AMG’s global distribution platform, including its centralised institutional and retail capabilities around the world. Hugh joined AMG in 2017 and has over twenty years of experience in leading multi-region sales and marketing organisations across investment management firms including Barclays Global Investors Ltd, Legal & General Investment Management Ltd., and Och-Ziff Capital Management Group LLC. He began his career as a consultant and actuary at Towers Perrin. Hugh is a Fellow of the Institute of Actuaries in the United Kingdom and received a B.Sc. in Mathematics with First Class Honours from Bristol University. | |
| Anne-Sophie d'Andlau co-founder & managing partner CIAM CIAM is a European Event Driven & Activist investment management firm, which Anne-Sophie co-founded with Catherine Berjal in 2010. Anne-Sophie has a professional experience of more than twenty years in Finance, amongst which fifteen years in the Hedge Fund industry. Prior to launching CIAM, Anne-Sophie worked eight years at Systeia Capital Management, a Paris based hedge fund manager, subsidiary of Amundi, mainly as a portfolio manager of their Event Driven funds. Before this, she worked at PwC from 1995 to 2001, first in their Audit department and then in their Corporate Finance department, doing M&A advisory to non-listed companies. Anne-Sophie holds a Master degree in Finance from Rouen Business School, France. | |
| Lars Dollmann EMEA EM fund manager AlphaGen Capital Lars joined Henderson in 2015 as an EMEA EM Fund Manager. Prior to joining Henderson, Lars was a Portfolio Manager at Adelphi Capital LLP. He was the Portfolio Manager for the Adelphi Emerging Europe Fund, a long biased, long/short equity fund focused on the Emerging Europe region plus Israel and North Africa. Before this he worked for Deka Investment, he took over responsibility for research and subsequently portfolio management of a long only equity mutual fund focused on the Emerging Europe region. Lars started his career at Porat & Co as a Strategy Consultant. Lars studied at Tel-Aviv University as part of the Overseas Student Programme and he has a Diploma in Business Administration from the University of Passau. | |
| Andrew Dreaneen head of liquid alternatives Schroders Andrew is responsible for business development of the Schroders 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 from Massey University, New Zealand. | |
| Charles Dumas chairman & chief economist Lombard Street Research Charles Dumas joined LSR in 1998. LSR’s Chief Economist since 2005, he is recognised as one of the world’s leading macroeconomic forecasters and is now Chief Economist for the TS Lombard. He has written several books on the global economy, including ‘Globalisation Fractures’ (2010), which earned praise from Bank of England Governor Mervyn King: "understand the causes of the financial crisis, read this insightful analysis." Charles has 40 years’ experience as an economist and financial markets professional. In the 1980s he was Head of Research for JP Morgan in London. In the 1970s he was Director of European Economics for General Motors. Before that he worked on tax reform for the Conservative Party and as a journalist on The Economist newspaper. He was a Managing Director in JP Morgan’s New York M&A department from 1988 to 1992 and had previously worked in its capital markets group in New York and London. | |
| Luke Ellis chief executive officer Man Group Luke Ellis is CEO of Man Group plc (‘Man’) based in London. Luke was previously President of Man, having joined the firm in 2010, and had been a member of the Executive Committee. He was responsible for managing Man’s four investment units, Man AHL, Man GLG, Man Numeric and Man FRM. Prior to assuming this role, Luke was Head and CIO of Man’s Multi-Manager Business. Before joining Man, he was Non-Executive Chairman of GLG’s Multi-Manager activities. Prior to this, he was Managing Director of FRM from 1998 to 2008 and one of two partners running the business. Before joining FRM, he was a Managing Director at JPMorgan in London, and as Global Head was responsible for building the firm’s Global Equity Derivatives and Equity Proprietary trading business. Luke holds a BSc (Hons) in Mathematics and Economics from Bristol University. | |
| Moderator: Nick Evans managing editor | editor Hedge Fund Intelligence & EuroHedge Nick Evans is managing editor of Hedge Fund Intelligence editor of EuroHedge. He has been a financial journalist since 1987, specialising in capital markets, investment banking and asset management. Between 1989 and 2000, he was editor of Euroweek, the weekly newspaper covering the international capital markets published by Euromoney Institutional Investor plc. Nick was subsequently editor-at-large of Euromoney magazine and editor of Global Agenda, the magazine of the World Economic Forum’s Annual Meeting in Davos, Switzerland. He joined HedgeFund Intelligence Ltd as a director in February 2004 and became editor of EuroHedge in September 2004. | |
| Nicolas Gaussel chief executive officer & co-chief investment officer Metori Capital Nicolas has 20 years of experience in finance, including 15 years in asset management. Prior to founding Metori, he was Lyxor’s CIO, overseeing 100+ portfolio managers, researchers and financial engineers. Prior to this, Nicolas held various management positions, notably in Asia. Nicolas holds an engineering degree from French École Centrale de Paris, and a PhD in Economics from Paris La Sorbonne. He has been a quantitative finance lecturer in different master programs and contributed to various articles and academic conferences. | |
| Dmitry Green managing director & chief risk officer Mariner Capital Mariner is a New York-based hedge fund manager founded in 1992. Mariner and its associated advisers have approximately $11 billion in assets under management, covering single and multi-strategy hedge funds and other alternative investment products. Dmitry serves on the Investment Committee and is involved in all aspects of the investment process, including asset allocation, portfolio construction and hedge management. Dmitry started his career at McKinsey & Co. and earned his Ph.D. in Theoretical Physics from Yale University in 2001. | |
| Mohammed Hanif chief investment officer & fund manager Insparo Asset Management Insparo was founded in 2007 by its Chief Executive Officer, Mohammed Hanif. Mohammed has over 20 years’ emerging market investment experience specialising in Emerging Market credit across sovereign and corporate issuers, trade finance, illiquid assets including loans, distressed opportunities and special situations. Mohammed previously worked at BlueBay Asset Management where he was responsible for the Emerging Market Distressed Debt and Special Situations portfolio. Prior to this, he ran the Emerging Market proprietary trading business at Dresdner Kleinwort Wasserstein. Mohammed is a qualified accountant and started his career at Price Waterhouse. He graduated from City University with a degree in Economics. | |
| Andrew Honnor founder and managing partner Greenbrook Communications Andrew started his career working on political campaigns in both the UK and United States and was formerly a UK government special advisor. Over the last two decades Andrew has developed leading expertise in advising alternative investment firms on all areas of communications and risk management. This includes advising on fund launches, partnership issues and succession, fund closures, controversial investment decisions, regulatory issues, tax investigations, judicial inquiries, and civil/criminal proceedings. Before founding Greenbrook in February 2012, Andrew was a member of the executive committee at News International, advising the company following the phone hacking crisis. | |
| Robert Howie principal Mercer Investments Located in London, Robert leads the manager research and generation of intellectual capital for alternative assets in Europe, focusing on hedge funds, insurance-linked securities, multi-asset and other liquid alternative strategies. Additionally, he advises institutional investors on the use of alternative assets, including manager selections and portfolio construction. Robert has nearly twenty years of experience within the financial services industry, and has been with Mercer for over fifteen years. Whilst at Mercer he’s been involved in both research and has consulted to clients across Europe and the Middle East. Prior to joining Mercer, he worked for Barclays in London and African Life (now part of Sanlam) in South Africa. Robert has a Master of Business Science from the University of Cape Town, and is a Fellow of the Institute of Actuaries. | |
| Jack Inglis chief executive officer Alternative Investment Management Association (AIMA) Jack has been in the financial services industry and closely involved with hedge funds for over 30 years. He has held senior management positions at both Morgan Stanley, where he served for 16 years, and Barclays. From 2007 to 2010 he was CEO of Ferox Capital Management. He began his career in 1983 at James Capel & Co. after graduating with an MA in Economics from Cambridge University. He is a board director of the Chartered Alternative Investment Analyst Association (CAIA). | |
| Per Ivarsson head of investment management RPM Risk & Portfolio Management RPM is a specialist investment manager focusing on multi-manager solutions within the Managed Futures and Global Macro investment space, servicing approximately US $2 billion. Per Ivarsson has been with RPM since 2003 and previously headed a credit and interest rate derivatives R&D team within the SunGard (currently FIS) group. | |
| Stephen Jen chief executive officer Eurizon SLJ Capital Eurizon SLJ Capital Limited – a London currency fund and advisory firm established in April 2011. From May 2009, Stephen was MD of Macroeconomics and Currencies at BlueGold, managing currency risks and macro strategies. Prior to this, at Morgan Stanley from October 1996, Stephen’s roles included Global Head of Currency Research and Chief Global FX and EM Strategist, and MD. Stephen spent four years as an economist with the IMF, and was involved in designing the IMF’s framework to provide debt relief to highly-indebted countries. Stephen holds a PhD in Economics from MIT, with concentrations in International and Monetary Economics. | |
| Dermot Keegan senior managing director Mesirow Financial Dermot is a senior managing director and a member of the executive committee. Based in London, he is responsible for the firm’s marketing, client service and business development efforts across Europe, the Middle East and Africa. Prior to joining Mesirow Financial International UK in 2008, Dermot was Head of Institutional within Old Mutual Asset Managers (UK). Previously, he was the UK Country Head as well as Global Head of Consultant Relationships for ABN Amro Asset Management Ltd. | |
| Jamie Kermisch chief executive officer Tages Capital Jamie is the CEO of Tages Capital, an institutional asset manager investing across hedge funds, infrastructure and distressed debt. Jamie has been active in the alternatives and financial industries for almost 30 years. Prior to Tages, he led and managed several alternatives businesses including Fauchier Partners, a leading global institutional fund of hedge fund manager, and Mariana Investment Partners, a quantitative multi-asset specialist. Previously, Jamie worked for several leading investment banks, including over a decade at Morgan Stanley with responsibilities for the hedge fund, special situations and equity derivatives client businesses in Europe. He started his career at Credit Suisse in Global Capital Markets and holds a BSc (Hons) Economics from the University of Bristol. | |
| Cédric Köhler head of advisory Fundana Cédric joined Fundana SA in August 2011 as Head of Advisory. Before joining Fundana, he worked for Lombard Odier Darier Hentsch & Cie, holding the roles of Head of Hedge Fund Advisory and Head of Funds of Hedge Funds. From 2004 until 2007, he was Global Head of Firm-wide Risk at Citadel Investment Group in Chicago. Prior to this, he was Managing Director at Merrill Lynch in New York, holding the role of Margin & Risk Global Head. He started his career with UBS in New York, London and Zurich. Cédric holds a Masters in Economics and Finance from Warwick University and a Bachelors in Economics and Business from HEC. | |
| Philippe Laraison chief investment officer Duet Group Asset Management Prior to joining Duet, Philippe was at Societe Generale where he has been since 1994. Philippe has held several positions within the commodities group at Societe Generale, and latest ran the bank's global proprietary commodities business. From 2007 to 2011 he worked with Societe Generale in New York as Global Head of Energy Trading - which included derivatives and physical gas. From 2005 to 2007 he worked in Paris, trading a proprietary portfolio focused on Oil and Refined products, utilising both relative value and directional views. Philippe was in charge globally of Refined Oil trading teams from 2001 to 2004, with a strong presence in physical refined products in Europe and the US moving cargoes on water and storing Oil in the main Atlantic basin and Mediterranean areas. Between 1999 and 2000 Philippe opened and ran the commodities desk for the bank in Singapore. Philippe began his commodities career in London in 1994, working as an options market-maker on the IPE trading floor. Philippe graduated in 1993 from Paris Civil Engineering School. | |
| Emiliano Leggieri chief investment officer Anavio Capital Partners Prior to founding Anavio, Emiliano was a PM at BTG Pactual (2011-14), managing the event-driven book within its equity platform. Prior to BTG, he was a Senior Analyst at FM Capital, co-managing their event driven fund. From 2007 to 2009, he ran the event-driven research team at PALI, before which he was head of event-driven research at European Research (2005-06). He also had significant advisory experience working as a strategic consultant at Hewlett Packard for 3 years. He holds an MBA from HEC Paris school and BSc (1st Class Honours) from University of Rome II in Engineering. | |
| David Litchfield vice president | iShares EMEA capital markets BlackRock David is responsible for delivering market insights, execution services and product expertise to iShares clients in EMEA, working closely with ISI, Sales and the broader iShares Capital Market team globally. Immediately before joining BlackRock in 2015, David worked in Equity Derivatives Sales at Santander for five years, primarily responsible for UK and northern European institutional clients, prior to which he spent four years at Citigroup in which he worked across the Derivatives spectrum of roles, from Back Office, Middle Office and Sales. David holds a BSc (Hons) in Economics &Accounting with Law from Bristol University. | |
| Jonathan Lourie founder, chief executive officer & chief investment officer Cheyne Capital Under Jonathan's leadership, Cheyne Capital has grown to become one of the largest alternative asset managers in Europe. The firm's main areas of expertise include Real Estate Debt, Social Property Impact, Corporate Credit, High Yield, Convertible Bonds, Event Driven and Equities. Prior to the inception of Cheyne Capital in June 2000, Jonathan worked from 1985 at Morgan Stanley where he was responsible for the creation and development of the convertible bond management practice. Jonathan was educated from 1967 to 1979 at the International School of Geneva and from 1979 to 1983 at Dartmouth College in Hanover, New Hampshire, from which he graduated Phi Beta Kappa and Summa Cum Laude in 1983. | |
| Pavel Mamai managing partner Promeritum Investment Management Pavel is responsible for the research and business development of the firm. Prior to launching Promeritum, Pavel was a senior credit analyst and an executive director within Goldman Sachs FICC EM Trading, Prior to joining Goldman Sachs in 2010, Pavel held the position of a senior credit desk analyst and Director at Lehman Brothers and Nomura, covering corporates and financial institutions in Russia, Ukraine and Kazakhstan where he was responsible for credit research but also involved in origination, structuring, pricing and distribution of privately structured fixed income transactions. Pavel’s career started in Credit Risk Management at CSFB, where he spent six years in London and Zurich. He holds a major in Banking from the University of St. Gallen and a major in Finance from the Humboldt University. | |
| Dan Mannix chief executive officer RWC Partners Dan joined in October 2006 as Head of Business Development, becoming Chief Executive in March 2013. He was previously Vice President and Head of UK Wholesale for JPMorgan Asset Management, with responsibility for discretionary asset managers including banks, private banks, fund of funds and private client Managers. Prior to joining JP Morgan Asset Management in 2000, he worked at Singer and Friedlander Investment Funds. | |
| 0 | Jonathan Martin chief executive officer Markham Rae Jonathan co-founded Markham Rae in 2009 and has been the CEO and CRO of the firm since then. Prior to this he was a principal at BlueCrest Capital Management LLP from February 2002. He was Head of Risk Management, managed counterparty relationships, and was a member of several committees including the Operating Committee, Valuation Committee and the Capital Allocation Committee. His earlier roles at BlueCrest included trading and strategist for the head of trading. Jonathan holds a degree in Philosophy, Politics and Economics from Oxford University and has over 30 years of industry experience. |
| Michel Massoud chief investment officer Melqart Asset Management Michel Massoud is CIO and a founder of Melqart Asset Management and has 19 years of Event Driven experience. Before leaving Cheyne Capital in May 2014, Michel co-managed four funds including the Cheyne European Event Driven Fund and the Cheyne European High Yield Fund. Prior to joining Cheyne in January 2005, Michel spent 5 and a half years at Morgan Stanley in their Private Equity and M&A advisory practice. He holds a Master of Science in Management from École des Hautes Études Commerciales (HEC), Paris, a Master of Arts in Law and a Bachelor of Science in Business. | |
| Ian McCall managing partner First Geneva Capital Partners Ian co-founded First Geneva in 2012, a specialised emerging markets investment advisor and co-manages the First Geneva Global High Yield Fund, EuroHedge's Emerging Markets Fund of the Year for 2016. Prior to First Geneva Ian was based in London for 15 years; as a Senior Portfolio Manager at the hedge fund Argo Capital, the head of emerging markets at ING Barings, a Vice-President at Banco Santander and a Proprietary Trader at Banco Bozano, Simonsen S.A. He was previously based in Tokyo as an investment analyst at the Sanwa Bank and started his career in 1989 in Helsinki with the industrial group Kone, financing trade between Finland and the then Soviet Union. Ian holds an MSc in Finance from the London Business School, University of London and undergraduate Economics and Finance degrees from the University of Regina. | |
| Andrew McGrath founder & chief investment officer Burren Capital Advisors Prior to founding Burren Capital Advisors Limited in late 2009 Andrew was European Head of Special Situations & Risk Arbitrage Proprietary Trading at BNP Paribas. Between 2003 and 2006 Andrew worked for Lehman Brothers International Europe where he co-founded the Special Situations portfolio within Lehman Equity Strategies. His previous roles include Head of Equity Relative Value Proprietary Trading, 2001-2003 at Cater Allen International Limited and the Equity Structured Products Group at Morgan Stanley between 1998 and 2001. Andrew obtained a European Baccalaureate in 1995 from the European School in Oxfordshire, England and then graduated in 1998 with a Bachelor of Commerce, Banking & Finance (Hons) from University College Dublin, Ireland. | |
| Moderator: Paul McMillan head of editorial content HFM Global Paul is head of editorial content at HFM Global, a range of hedge fund business intelligence networks based out of London, New York and Hong Kong. Alongside flagship brand HFMWeek, his team is responsible for CTA Intelligence, Alt Credit Intelligence, HFMTechnology, HFMCompliance and HFM Investor Relations. Prior to HFM, Paul was group editor at leading financial title Money Marketing and its associated brands, based in London, and started his journalist career as a political reporter covering financial issues. Paul, who is currently based in New York, has won a number of media awards, including personal finance journalist of the year and online article of the year. | |
| Michael Micko head of european credit strategies Napier Park Global Capital Michael brings 23 years of relevant experience and joined Citi Capital Advisors, the predecessor of Napier Park in 2004. Prior to that Michael headed high yield at Mellon Newton Investment Management, was an investment banker in London at Deutsche Bank and Bankers Trust focusing on Leverage Finance, and held the role as Treasurer at a high yield issuer. Michael has a MBA from The Richard Ivey School, Canada (1991) and Electrical and Industrial Engineering degrees from the University of Alberta, Canada. | |
| Sandro Näf chief executive officer & portfolio manager Capital Four Management Sandro is CEO, Partner and a Co-Founder of Capital Four Management. He joined from Nordea Investment Management, where he was responsible for the European High Yield business, which he initiated in 1999. Prior to that, Sandro worked with Credit Suisse in New York (f/k/a BEA Associates), London (CS-FirstBoston) and Zürich in various roles in Fixed Income and Corporate Finance/Mergers & Acquisitions. He holds an MBA from the Tepper School of Business at Carnegie Mellon University and a BS in Computer Science from ITR Rapperswil. | |
| Jeremie Ouaki global head of fixed income index trading Societe Generale Jeremie has been responsible for Trading Fixed-Income Index linked products at Societe Generale since 2006.. This activity covers market-making on ETF and Total Return Swap and covers every Fixed-Income underlings (government bonds, SSA, corporate bonds) on any currencies. Jeremie started his carrer at Bank Of America. Jeremie has more than 10 years’ experience in various Fixed Income industry, in Paris and London. He holds an engineering degree from French École Centrale de Paris and a Master of Science from University of Oxford. | |
| Stephen Oxley vice chairman PAAMCO Stephen Oxley, IMC is Vice Chairman and a member of PAAMCO’s Account Oversight Committee. He is involved in all stages of the investment process. Prior to joining PAAMCO, Stephen was a partner and Senior Investment Consultant at Watson Wyatt, LLP in London, where he provided investment advice to a number of large pension fund clients. In addition, he was head of the hedge fund research team and took part in the management of that firm’s investment practice. Stephen is a frequent guest speaker at investment conferences and writes regularly in various industry publications. In 2012 he was awarded the Lifetime Achievement Award by Hedge Funds Review in recognition of his long standing service to and championship of the global Fund of Hedge Funds industry. He has completed the three investment management programmes at London Business School and in addition holds the Investment Management Certificate. Stephen has thirty years of investment management experience with institutional investors. | |
| Philippe Paquet managing partner & head of marketing and strategy NewAlpha Asset Management Philippe started his career in 1987 at Drexel Burnham Lambert as a futures broker. He then moved to J.P. Morgan as Senior Vice President, Head of Fixed Income Distribution, a position he held until 2001. Philippe then joined ADI, one of the pioneer boutique of Alternative Investments in France, where he became Director of International Business Development then Head of Business Development and Investor Relations In 2008, he became Head of Business Development at NewAlpha AM before becoming Head of Marketing and Strategy in 2014. Philippe graduated from ESSEC business School and holds a Master of Finance from University of Paris – Dauphine. | |
| Jean-Pascal Porcherot chief executive officer Lombard Odier Investment Managers Jean-Pascal is based in NY and is CEO of the 1798 Hedge Fund platform of Lombard Odier Investment Managers. He joined the Company in 2009 and became Head of Hedge Fund Sales in 2010 and Head of Absolute Return Strategies in 2013. He began his financial career in New York in 1997 at JP Morgan as an M&A analyst. He later joined Lazard Frères in Paris where he specialised in M&A in the TMT sector. In 2002, he joined Deutsche Bank’s Equity Capital Markets team in London where he was promoted to Managing Director. In his investment banking career, he advised numerous corporates, LBO funds and governments across Europe. | |
| William Potts chief executive officer & chief investment officer Ivaldi Capital William co-founded Ivaldi in 2009 and is primarily responsible for the firm’s strategic direction and capital allocation decisions and splits his time between Ivaldi’s offices in Singapore and London. Prior to establishing Ivaldi, William began his career at Morgan Stanley, before joining Citigroup in 2005. He graduated from the University of Manchester with a BA (Hons) in Finance. | |
| Brett Pybus managing director & EMEA head of iShares fixed income product BlackRock Brett is a member of the Product Strategy Team within BlackRock's Global Fixed Income Portfolio Management Group Having joined Blackrock in 2013, he focuses on Model-Based Fixed Income in the UK and leads the iShares EMEA Fixed Income Product Strategy team. Brett holds an MSc in Economics from University College London and a BSc in Economics from the University of Southampton. He is also a CFA charterholder. | |
| Rodrigo Rodriguez partner & portfolio manager Bluecrest Capital Chartered Financial Analyst since 2007, LBS alumni and Master in Financial Markets by IES San Pablo Ceu, Madrid. Rodrigo joined Bluecrest Capital in 2013 in order to help the build-up of their equity fund as main PM for their Event Driven and Special Situations Capital unit. After 10 years at J.P. Morgan in different roles on their Equity Derivatives Group, especially on Delta one, Program Trading and Proprietary Group, he joined Credit Suisse Europe in January 2008 as Managing Director to head its Program Trading Franchise becoming during his time there the European Head of Trading as well as responsible for the creation of their central risk group. | |
| Simon Ruddick chairman & co-founder Albourne Partners Simon Ruddick is the Chairman of Albourne Partners, the world's largest specialist investment consultancy in the hedge fund industry, having served as its CEO from the firm’s formation in March 1994 through to August 2015. Albourne's 250+ clients have over 400 billion dollars invested in hedge funds. Albourne was awarded the Queen's Award for Enterprise in 2006 and again in 2009. Simon Ruddick has received Lifetime Achievement Awards from Global Custodian and from Hedge Fund Review, along with the International Leadership Award from the American Red Cross. Albourne has led a number of industry-wide initiatives with no commercial agenda. It co-chairs the Open Protocol Enabling Risk Aggregation. It suggested, and participates in, the hedge fund working group formed as part of the United Nations PRI initiative. It suggested, and promotes, Administrator Transparency Reports. Since October 2016, Albourne has been championing the “1 or 30” alternative fee structure. Simon Ruddick has been a Trustee of the Hedge Funds Standard Board since 2008. | |
| Tom Sandell chairman & chief executive officer Sandell Castlerigg Investments Tom Sandell founded Sandell Castlerigg in 1998, having left Bear Stearns where he established and ran the proprietary international risk arbitrage operation and worked alongside Ace Greenberg. Prior to that, he headed equity research at Group Delphi in France, building up significant experience in international markets. Tom studied at Uppsala University (Sweden) and then gained his MBA from Columbia University. He is the currently chairman of the IIE New Leaders Group, which is the administrator for the US Government’s Fulbright Program. He is also a trustee of ARK, a children’s charity. | |
| Moderator: Edgar Senior fund consultant Marble Bar Asset Management Edgar was the global co-head of Capital Services for Credit Suisse, and is now a fund consultant for both hedge funds and ETFs. Edgar is currently working with Marble Bar Asset Management as they extend their established infrastructure into a technology-led platform focused on launching and developing emerging managers. He was previously the head of product development for an ETF manager that specialised in actively managed ETFs and risk premia, and was also the head of European fund-linked product structuring and marketing for Goldman Sachs. Edgar has a law degree from University College Dublin and an MBA from INSEAD. | |
| Neil Servis founder & chief executive officer Serone Capital Management As founder and CEO, Neil maintains overall responsibility for all aspects of the company. Previously, he was Managing Director and Head of the European Structured Credit Agency group at Morgan Stanley. He has experience across a variety of structured and vanilla credit markets, having previously held trading, distribution and credit risk management roles. Furthermore, he has structured and syndicated a variety of innovative transactions for market leading credit managers. Because of his past experiences, he has built up an extensive global sourcing and distribution network, which complements his present role. Neil holds a MFin from London Business School and a BEng in Aeronautics and Astronautics from Southampton University. | |
| Doug Shaw chief operating officer Roxbury Asset Management Douglas has worked in finance since 1987 and in investment management from 1994, specialising in the field of liquid alternatives. He was Head of Derivatives at Gartmore for eight years and served in several senior roles at BlackRock, also for eight years. In between, he was the founding Chief Operating Officer of the Children’s Investment Fund. He represented the hedge fund industry to the UK Parliament’s Treasury Select Committee in February 2009 and served on the European board of the Alternative Investment Management Association (AIMA). He serves on the investment panels of both Westminster Abbey and Lady Margaret Hall, Oxford. | |
| Moderator: James Skeggs global head of alternative investment consulting Societe Generale James is responsible for the development of investor focused market commentary on a wide variety of hedge fund strategies. James has written extensively on the performance characteristics of managed futures, global macro, commodity, and volatility strategies, as well as various portfolio and index construction questions. He is Chairman of the group's Index Committee, spearheaded the launch of a number of strategy indices, and has designed customised performance and risk reporting for managed account investors. He is a regular participant at industry conferences and events, and is frequently published or quoted in journals and media. In 2014 he was listed as one of the Rising Stars of Trading and Technology by Financial News. James holds a BSc (Hons) in Chemistry from Durham University, is a CAIA designee, and worked for Ruffer LLP prior to joining Fimat in 2004. | |
| Moderator: Matt Smith head of news HFM Week Matt is head of news for HFMWeek, HFM Global’s flagship news and business intelligence network for the hedge fund industry. Based out of London, he is news editor for the weekly magazine and manages a team of reporters. He is also head of content and contributing editor of CTA Intelligence, HFM’s specialist network for senior professional in the managed futures industry, and a regular moderator of HFM’s monthly breakfast panel’s discussions in London. Before joining HFMWeek at the end of 2012, he was an award-winning reporter covering business and politics on daily newspapers. | |
| Magnus Spence head of investment alternatives Jupiter Asset Management Magnus joined Jupiter in August 2016 and is Head of Investment, Alternatives. He is responsible for developing and expanding Jupiter’s capability in Alternative investments. Magnus has experience in the alternatives asset management industry stretching back to 2002. Prior to joining Jupiter, he was Head of Product at Fidante Partners (formerly Dexion Capital plc) from early 2015. His role there involved the development of a liquid alternatives investment management platform. Before that, Magnus was Chief Executive and Managing Partner of Dalton Strategic Partnership LLP from 2011-2014, a specialist equity firm which he co-founded in 2002. In this position, he developed the firm’s hedge fund, specialist equity fund and segregated account business aimed at both UK and international clients. | |
| Pascal Spielmann executive director LGT Investment Partners Pascal is an Executive Director at LGT Investment Partners, Head Investment Strategy and a member of the Alpha Generix Investment Committee. Before joining the firm in 2015, Pascal was the Managing Director and Chief Investment Officer of Meridian Capital Holding, the liquid alternatives investment arm of a large and sophisticated Swiss family office. Prior to 2002, he founded and built up a web-based market place for the agricultural industry. From 1995 through 2000, Pascal was a strategy consultant and engagement manager at McKinsey & Company, based in Zurich, Milan and London and advised clients in the financial, pharmaceutical and the industrial sectors. Pascal holds a Master’s degree in Business Administration from the University of St. Gallen (HSG) and in International Management from the Community of European Management Schools (CEMS). He further holds the Chartered Alternative Investment Analyst (CAIA) designation. | |
| Dan Squires sales director | Hedge Funds Liquidnet Dan Squires is responsible for expanding the firm’s membership within the European hedge fund community. Squires joined Liquidnet in 2017, bringing over twenty years of industry experience in hedge fund sales. He has previously worked as Managing Director at RBC and Citi, was a partner at hedge fund GSA Capital, and spent eight years at Merrill Lynch. Dan reports to Tony Booth, Head of Sales, and works closely with other members of Liquidnet’s Trade Coverage, Sales, Fixed Income and Execution and Quantitative Services teams to implement the firm's long-term sales strategies. | |
| John Twomey head of research Abbey Capital John Twomey is Head of Research for Abbey Capital Limited and is a voting member of the Investment Committee. John’s responsibilities include oversight of risk management, manager analysis, due diligence, on-going fundamental research and research system development. John joined Abbey Capital in 2009 following a M.Sc. in Financial Economics from the UCC School of Economics, he also holds a B.Sc. in Finance from UCC in addition to the Chartered Alternative Investment Analyst (“CAIA”) qualification. John’s academic research focused on the application of regression analysis to fund performance and his work has been published in the Journal of Wealth Management. | |
| Sander van Zelm head of institutional trading Optiver Sander joined Optiver in 2015 as Head of Institutional Trading at Optiver Europe. He is responsible for establishing direct dialogue with professional financial market participants on the products Optiver transacts in like ETFs, fixed income and equity options. Prior to joining Optiver, Sander worked close to 9 years at BNP Paribas London as head of equity derivatives Netherlands and Nordics. In this period he got a broad understanding of the institutional client base offering derivative based solutions and investment opportunities. Sander spent his first years as an equity derivatives trader for ING Bank in different roles. He holds a masters in Financial Economics from VU University Amsterdam and is CFA charterholder. | |
| Peter Vincent head of investment solutions | EMEA Franklin Templeton Investments Peter has over 20 years’ experience in financial services, spanning risk management, asset and liability management, securitisation and hedge funds. Prior to joining Franklin Templeton in 2013, Peter worked for seven years at Fauchier Partners, a UK based fund of hedge funds, where he was responsible for business development. Prior to that, he ran an asset/liability advisory business within SwissRe Capital Markets, providing capital markets based solutions for insurance companies to manage their risk-based and regulatory capital. Peter began his career in risk management, in FX risk at BP Finance, followed by credit risk at Bankers Trust before becoming a founding member of the risk advisory business at Tokai Bank Europe. Peter holds an MA (1st Class) in Mathematics and Philosophy from the University of Edinburgh and an MSc in Management from the London Business School. | |
| Moderator: Gerlof de Vrij chief executive officer & chief investment officer Blenheim Capital Management Before joining Blenheim, Gerlof held roles as Managing Director Absolute Return Strategies at APG Asset Management, Head of Strategy & Research at PGGM Investments and Head of Strategy & Research at the Philips Pension Fund. Before that, he worked at ABN AMRO’s Economics Department and moved on via Asset Management to the dealing room as Head of International Bond Research. Mr. De Vrij is a member of the Expert Panel of the Norwegian Government Pension Fund Global and a member of the Investment Committee of the Heineken Pension Fund. Gerlof graduated in Monetary Economics at Tilburg University and was Assistant Professor at Radboud University Nijmegen. | |
| Heiko Zuehlke head of investor relations Amplitude Capital ACIL Heiko is the head of investor relations and member of the firm’s Executive Committee. He joined Amplitude in May 2009 after 9 years in Investment Banking. Before moving to Switzerland, he spent 9 years living and working out of London. From 2000-2003 he worked at Morgan Stanley and most recently he worked as a Director in Credit Suisse’s Equity Derivatives Department. Heiko graduated with an MBA specialising in Financial Engineering from the Yale School of Management in 2000. | |
