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Capital Allocation Symposium 2011
Speaker Biographies
Peter Cary | Chris Clair | John Daly | Stuart Feldman | Tanya Ghaleb-Harter | Charles Gradante | David Harmston | Ross Margolies | Jeff Peskind | Stuart J. Rabin | Dennis Shibiko | Sondra Vitols | Inna White |
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Peter Cary
Managing Director
SkyBridge Capital
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| Peter Cary is Managing Director of SkyBridge Direct, the institutional investor business for New York-based SkyBridge Capital. He joined SkyBridge last year after leading the successful restructuring of the New York State Common Retirement Fund’s $4 billion hedge fund portfolio. Under his direction, the portfolio was rebuilt amidst the market crisis of 2008. The pension fund was recognized by Institutional Investor as Large Public Pension Plan Investor of the Year in 2010 for its ability to build and manage a hedge fund portfolio and for long-term performance. Prior to joining the New York State Common Retirement Fund, Mr. Cary served in the institutional fixed income department at Bear Stearns. Mr. Cary is a graduate of the United States Military Academy at West Point and served as an infantry officer in the U.S. Army. He holds an MBA in finance from the University of Southern California. He is a member of the Board of Advisors for the U.S. Military Academy endowment. |
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Chris Clair
Managing Editor
HedgeWorld
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Chris Clair is the Managing Editor of HedgeWorld. He has spent the past eleven years covering the hedge fund industry, first as a reporter for Crain's Pensions & Investments and for the past eight years at HedgeWorld. Mr. Clair has been a journalist for the past 18 years, working at weekly and daily newspapers in his home state of Oregon and in Illinois.
Mr. Clair holds a BA degree in journalism from the University of Portland in Oregon. |
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John Daly
President
IMMS LLC
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John N. Daly is President of IMMS LLC, a third-party investment management marketing firm which he founded in 2007. He is chairman of the Investment Committee of the Culinary Institute of America and served as Board Treasurer and Chairman of the Finance Committee from 1994 – 2000. Mr. Daly also served as Treasurer and a Director of the Historical Society of the Town of Greenwich, Conn. Mr. Daly has over 50 years of experience in the financial services industry, beginning with 23 years at E.F. Hutton, where he ran the Syndicate Department, the Commodities Division and the Asset Management Division. After that, Mr. Daly worked at Salomon Brothers, both in New York and London, where he headed the Private Client Division and International Equity Capital Markets. In 1990, Mr. Daly joined Richard Schilffarth and Associates, a firm that taught Investment Consulting to regional brokerage firms and their individual financial advisors and in 1993 joined Spears Benzak, Salomon & Farrell to run the managed account marketing effort. In 1999, Mr. Daly moved to Trainer, Wortham & Co. to begin and run a managed accounts effort and followed that by joining Prudential Investments as the Senior Managed Accounts Specialist from 2002 to 2005.
Mr. Daly graduated from Yale University and completed the Harvard Business School Advanced Management Program in 1979. He was a Founding Trustee of the Money Management Institute. |
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Stuart Feldman
Head of Capital Introduction
Fidelity Prime Services
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Stuart Feldman recently joined Fidelity Investments to lead their Capital Introduction efforts. Prior to that he was Head of East Coast Capital Introductions for Jefferies & Company.
Mr. Feldman co-founded two healthcare hedge funds where he was Chief Operating Officer. His duties included Trading, Risk Management and Marketing. Over the past ten years, Mr. Feldman has successfully raised over assets from HNW individuals, Family Offices, Fund of Funds, Pensions and Endowments.
His career started on the floor of the New York Stock Exchange with a specialist firm and later moved upstairs to trade proprietarily at U.S. Clearing. Mr. Feldman holds a B.A. from Ohio Wesleyan University where he majored in Economics. He completed a Certificate in Risk Management at NYU and holds his Series 7, 63 & 55. |
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Tanya Ghaleb-Harter
Director, Alternative Investments
Merrill Lynch Wealth Management
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| Tanya Ghaleb-Harter oversees the U.S.-based, external fund of hedge funds platform at Merrill Lynch Wealth Management. Previously, she spent 12 years at Deutsche Bank/Bankers Trust as a portfolio manager and senior analyst for a multi-billion-dollar fund of hedge fund business. In this role, she ran multi-strategy and emerging manager portfolios, and she led due diligence efforts for global macro, commodity and quantitative equity hedge funds. She also served as head of quantitative portfolio analysis for the group, where she developed optimization models for hedge fund portfolios, and performance attribution models to evaluate profit contribution from asset allocation versus manager selection. She began her career at the Federal Reserve Bank of New York in the Research and Market Analysis Group. Ms. Ghaleb-Harter holds a B.A. (Phi Beta Kappa) in economics and an MBA in finance from Cornell University. |
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Charles Gradante
Managing Principal
Hennessee Group
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| Charles Gradante is a managing principal with the Hennessee Group LLC, an advisory that provides research and guidance on hedge funds. He focuses on research, market analysis, risk management and portfolio design. Mr. Gradante joined the Hennessee Hedge Fund Advisory Group in 1995 as co-director while it was a division of Weiss, Peck & Greer. He co-founded the Hennessee Group LLC in 1997 with E. Lee Hennessee. Mr. Gradante was previously President and CEO of Union Chelsea National Bank. At Drexel Burnham Lambert, he was responsible for Trading Administration and chaired the Risk Management Committee. Previously, he held the position of Group Marketing Manager at Citibank. Mr. Gradante entered the financial industry in 1971 through John Diebold Venture Capital Corp. Early in his career, Mr. Gradante worked on the lunar module and space shuttle programs as an engineer. Mr. Gradante has co-hosted and made guest appearances on Bloomberg, CNN and CNBC and appears monthly on Bloomberg. Additionally, Mr. Gradante sits on the International Association of Financial Engineers (IAFE) Credit Risk Management Committee. Subsequent to the Long-Term Capital hedge fund crisis in August of 1998, Mr. Gradante was requested by Congress to provide expert testimony at the Congressional hearings on hedge funds. He participated in an SEC Roundtable on hedge fund regulation and a CFTC Roundtable on CPO and Commodity Pool Industry Issues. |
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David Harmston
Global Head of Client Group
Albourne America LLC
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| David Harmston is a Partner and Global Head of the Client Group at Albourne America LLC in Rowayton, Connecticut, where he oversees business development and client service globally. He was previously head of U.S. operational due diligence. Mr. Harmston joined Albourne Partners Ltd. in London in 2000, where he successfully managed the launch of the Village Web site. In 2001, he left the London office to set up Albourne America LLC in San Francisco. In 2007, he moved to Connecticut to open an office for Albourne in Rowayton. Early in his career, Mr. Harmston spent four years at JP Morgan Investment Management (London). Mr. Harmston received an MBA from the University of Cape Town in 2000. |
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Ross Margolies
Founder
Stelliam Investment Management
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| Ross Margolies is the founder and portfolio manager of Stelliam Investment Management, where he manages both a long-short equity hedge fund and long equity fund. In 2009, Stelliam was named Absolute Return’s U.S. Equity Fund of the Year. Previous to founding Stelliam, Mr. Margolies had also been a Barron's Top 100 manager for 6 consecutive years, Lipper 5 Year Award winner for 2 years and Morningstar 5 star manager. Prior to founding Stelliam, Mr. Margolies served as Chief Investment Officer and CEO of Saranac Capital Management, LP which was spun-out of the Citigroup Alternative Investments (“CAI”) unit of Citigroup. At Citigroup he was Group Managing Director and the Head of the Salomon Brothers Hedge Fund Team for CAI as well as a Managing Director of Salomon Brothers Asset Management. Mr. Margolies managed the Saranac/CAI/Salomon team since 1998 and was also the manager of several long funds including the Salomon Brothers Capital Fund. Mr. Margolies joined Salomon Brothers in 1992. Prior to joining Salomon Brothers he worked for Lehman Brothers as a Senior Vice President and high yield bond analyst, and for Prudential Capital Corp. as a senior credit analyst. Mr. Margolies received a B.A. in Economics from Johns Hopkins University and an MBA in Finance from New York University’s Stern School of Business. |
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Jeff Peskind
Founder & Chief Investment Officer
Phoenix Investment Advisors
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| Prior to joining Lyxor in 2010, Robert Picard was Senior Advisor to Navigant Consulting’s Financial Institutions Restructuring Solutions Team (FIRST) and active in advising emerging hedge fund managers. Earlier, he was Chief Investment Officer and Head of Research at Optima Fund Management overseeing 6.5 Billion of hedge fund investments. Prior to joining Optima, Mr. Picard was a Managing Director at The Carlyle Group. At Carlyle, Mr. Picard built and managed the process and portfolio of an innovative hedge fund business that provided an institutional platform for Institutions investing in alternative investments. Prior to joining Carlyle, Mr. Picard was Managing Director at RBC Capital Risk Advisors, working with the Global Equity Derivatives Group of Royal Bank of Canada. The Group actively managed more than US $10 billion of Royal Bank's proprietary assets through arbitrage trading, hedge fund investments and structured private equity investments. Previously Mr. Picard was European Manager, Structured Equity Products for RBC Dominion Securities Inc. From 1992 to 1994, Mr. Picard worked as European Product Manager, Global Equity Derivatives for Kidder, Peabody in Europe and earlier worked for Bank Nomura (Suisse) S.A. trading and selling multicurrency, Japanese and South-East Asian convertible and warrant products. Mr. Picard graduated from College de Geneve and attended the University of Geneva School of Law. Mr. Picard speaks English, French and German. Mr. Picard was recently Chairman of the 2007 GAIM Fund of Funds conference in New York. |
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Stuart J. Rabin
Co-Founder, President and CEO
Nine Thirty Capital
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Stuart J. Rabin is the President and CEO, as well as Chief Investment Officer, of Nine Thirty Capital, a New York-based registered investment advisor that designs and actively manages customized portfolios for prominent families and institutional clients. From 1997 through 2008, Mr. Rabin was the President and CEO of Jacobson Family Investments, Inc. (JFI), a diversified family investment company which he co-founded. At JFI he constructed and managed portfolios for two New York based families that included numerous public market managers and hedge funds, an internal equity trading fund, direct private company investments and real estate partnerships. Previously Mr. Rabin was employed by a New York based hedge fund, by Morgan Stanley Asset Management and by Bear Stearns & Co. Earlier in his career, Mr. Rabin practiced law with the New York firm of Skadden, Arps, Slate, Meagher & Flom and with the Washington, D.C. firm of Verner, Liipfert, Bernard, McPherson & Hand.
Mr. Rabin is a director of Decision Sciences International Corporation
and Wolfgang Puck Worldwide. He is a member of the Board of Trustees of the National Constitution Center in Philadelphia and of the New-York Historical Society, where he is also a member of its Investment Committee. He is a member of the Columbia Presbyterian Health Sciences Advisory Council and the Co-Chair of the Council’s Neurosciences Committee. Mr. Rabin is also a member of the Wharton Global Family Alliance Research Council of the Wharton School of the University of Pennsylvania. Mr. Rabin graduated with honors from Georgetown University and from the Georgetown University Law Center. He received his MBA from the Wharton School of the University of Pennsylvania. |
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Dennis Shibiko
Executive Director
J.P. Morgan
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| Dennis Shibiko is an Executive Director of J.P. Morgan Securities LLC and a senior member of the J.P. Morgan Private Bank’s Alternative Investments Group, which oversees nearly $45 billion in assets across hedge funds, private equity, and real estate. He is responsible for quantitative, macro and multi-strategy hedge fund due diligence and manager selection. Mr. Shibiko joined J.P. Morgan Private Bank in 1999 as a member of the strategy team. He was responsible for advising clients on equity portfolios and recommending tactical allocation changes for multi-asset class portfolios. In 2002, he joined a newly formed Portfolio Construction team to develop a comprehensive global portfolio construction framework which incorporated strategic and tactical asset allocation, manager selection, use of derivatives and alternative investments. Mr. Shibiko has an MBA from Fisher College of Business at Ohio State University and a Bachelor of Science in Management and Information Systems from Tomsk Polytechnic University in Russia. |
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Sondra Vitols
Alternative Investment Analyst
Clark University
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| Sondra Vitals is an alternative investment analyst for the endowment of Clark University in Worcester, Mass. She also teaches a graduate course on hedge funds, alternative investments and fixed income derivatives at the business school. Previously, Dr. Vitols has held various roles as a derivatives structurer, marketer, consultant and faculty member. She was a founding partner for Tachyon, an Asian-based hedge fund. She has also held senior positions at D.E. Shaw & Co., Credit Suisse, and McKinsey & Co. Her business work experience has spanned New York, Hong Kong and London. Dr. Vitols held faculty and staff positions at the University of Pennsylvania and Los Alamos National Laboratories. As an academic physicist, she received numerous grants and awards and published over 15 papers. She is actively involved with 100 Women in Hedge Funds and the Asian University for Women. She holds a Ph.D. in Chemical Physics from Princeton University and a B.A. in Chemistry & Philosophy (Honors) from the University of North Carolina at Chapel Hill. |
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Inna White
Chief Investment Officer
Althea Group
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| Inna R. White is the founder and chief investment officer of Althea Group, a fund of hedge funds dedicated to fixed income strategies. Althea invests in mid-size hedge fund managers within corporate and sovereign credit, fixed income arbitrage and global macro strategies (mainly non-equity based). Prior to founding Althea Group, Ms. White was a Senior Vice President at Lehman Brothers in the Alternative Portfolio Solutions (“APS”) Group focusing on structured hedge funds and fund of funds linked products. She started and built the APS Group for Lehman Brothers North America. Before joining Lehman Brothers, Ms. White spent 9 years at Deutsche Bank and Bankers Trust in a variety of structured derivatives roles. She is a member of the CFA Institute, NYSSA, the NASP-NY Legislative Committee, the 100 Women in Hedge Funds Philanthropy Committee, and the Board of Directors of Wingspan Arts. Ms. White received her Bachelor of Science degree in Economics and Finance from the Stern School of Business. |
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The Capital Allocation Workshop 2011 is free of charge and open to accredited investors only. To register, or for more information, please contact Greg Winterton at (+1) 646 223 6787 or email greg.winterton@thomsonreuters.com.
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