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Managers: Philanthropy and Hedge Funds
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Kathleen McCarthy
Center on Philanthropy, City University of New York
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| Kathleen D. McCarthy is Professor of History and the Director of the Center on Philanthropy and Civil Society at The Graduate Center of the City University of New York, and the author of American Creed: Philanthropy and the Rise of Civil Society; Women’s Culture: American Philanthropy and Art, and many other books. She has edited volumes and articles on local, national, and international philanthropy and lectured on those topics in 30 countries. Before returning to academia, Professor McCarthy was a Visiting Research Fellow with the Rockefeller Foundation; a consultant to The Ford Foundation; and the Assistant Secretary of the Metropolitan Life Foundation. She has also served on the boards of Independent Sector, the International Society for Third Sector Research, and the Rockefeller Archive Center, and was a member of the informal planning group for, and delegate to, the White House Conference on Philanthropy in 1999. |
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John Budzyna
Hedge Funds Care
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| John Budzyna is the Chief Executive Officer of Cutting Hedge Consulting, LLC, an organization dedicated to providing professional advisory and consulting services to the hedge fund industry. He is also the current Chairman and President of Hedge Funds Care, a worldwide charity focused on the Prevention and Treatment of Child Abuse. John has been active in the organization as one of the three founders and Treasurer since 1998.
During 2007 and 2008, John was the Managing Director of Deutsche Bank and the Global Head of Hedge Fund Consulting for the Global Prime Finance Group. He currently serves as consultant to Deutsche Bank in the same capacity. From 2005 to 2006, he served as the Chief Executive Officer of Olympia Capital. Before that he was a senior partner in Ernst & Young, where he arrived in June 2002 with a hedge fund team that he developed while at Arthur Andersen. He began his career with Andersen in 1974 and was admitted as a partner in 2002.
John received a B.A. in Economics from Dickinson College. He is a Certified Public Accountant in the State of New York and is also a member of the American Institute of Certified Public Accountants. He received a Lifetime Achievement Award from Global Custodian in November 2005 for his work in the hedge fund industry. |
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Barbara Tollis
HamptonHedges
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| Barbara Dana Tollis is Founding Principle of Hampton Hedges, a public relations and marketing consultancy to the hedge fund industry that specializes in philanthropy, corporate branding, press relations, social media, corporate communications and special events. Barbara has served as a chair of benefit committees for The Society of Memorial Sloan-Kettering Cancer Center, Guggenheim Museum, Ronald McDonald House of New York, Parrish Art Museum (Southampton), Southampton Fresh Air Home and many others. She is a recipient of the Cheryl Carson Humanitarian Award and Nike’s Community Award for her volunteer activities with Angel Flight; and a recipient of the United Hospital Fund’s Volunteer Achievement Award and the Clelia Delafield Award for her service as a Board Member of The Society of Memorial Sloan-Kettering Cancer Center (MSKCC). Prior to her current position with HamptonHedges, she served as Director of Marketing for Advent Software’s Geneva™ brand in the Americas and the UK/Europe; senior consultant for London-based TCA Consulting/City Practitioners (now Capco); senior vice president of marketing for Bank Street Advisors; and vice president of Lehman Brothers where she began her sales career in what later became Private Client Services. During 1990-1997, Barbara took a sabbatical in entertainment and sports marketing, where she conducted public relations, marketing and media campaigns for such iconic brands as Spelling Entertainment, Walt Disney, Marvel Comics, Norman Lear, Marlboro Team Penske and Virginia Slims Championships. She holds a B.A. in Urban Studies from Wheaton College in Massachusetts. |
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Lisa Marie Utasi
ClearBridge Advisors
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| Lisa Utasi is a Director and Senior Equity Trader at ClearBridge Advisors, a unit of the global asset management firm Legg Mason Inc. ClearBridge operates with investment independence and manages more than $70 billion in assets in 75 countries. Lisa joined ClearBridge Advisors through a predecessor in 1986. Lisa co-chaired Muscular Dystrophy Association’s Wings Over Wall Street Fund Raising Committee two years, and was the 2007 Michael P. Beier Award Recipient for her dedication to raising awareness and funding in the fight against ALS.
Lisa is a Past Chairman of the Security Traders Association. Over the past 3 years she has served as the Chair or Co-Chair of the Trading Issues, Affiliate Liaison and Institutional Committees. In 2004, Lisa was elected President of the Security Traders Association of NY (STANY). Lisa serves on the NASDAQ Quality of Markets Committee and is a member of the NYSE Institutional Traders Advisory Committee. Lisa was inducted into the National Organization of Investment Professionals (NOIP) in 2004. She is a member of Institutional Investor’s Trader’s Forum and the Investment Company Institute’s Equity Markets Committee. She is a Past Chairperson of NASDAQ’s Institutional Traders Advisory Committee.
Lisa holds a B.A. in Political Science and a B.B.A. in Finance from Southern Methodist University. |
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Joan Werner
Ramius Capital Group
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| Joan P. Werner is a Director in the Marketing and Client Services Group at Ramius LLC.
She is on the Board of 100 Women in Hedge Funds and serves as President of the Foundation and is also a Board Member of IDEAS (Investing in the Development and Educational Advancement of Students, Inc). Also, she is a founding board member of the Professional Association of Investment Communications Resources (PAICR).
Prior to joining Ramius in January 2004, Ms.Werner was a Marketing Manager at Lincoln Financial Group responsible for the strategic marketing of their Mutual Funds and Managed Accounts businesses through their wholesaling arm. Ms. Werner has also worked in a number of other senior marketing positions including Director of Marketing for Volaris Advisors (sold to Credit Suisse) , an options firm and Director of Alternative Investments Marketing for Merrill Lynch Investment Managers’ retail and institutional businesses. She was also a Director of Communications and Market Research for Prudential Financial. Ms. Werner received a B.B.A. from The Wharton School of the University of Pennsylvania and an M.B.A. from Columbia Business School. |
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