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| OCTOBER 26, 2011, THE METROPOLITAN CLUB, NYC |
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Prime Brokerage: The business-side of running a hedge fund to best ensure long term success
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Sari Mayer
Director of Marketing and Investor Relations
Global Credit Advisers, LLC
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| Sari J. Mayer, CAIA, is Director of Marketing and Investor Relations at Global Credit Advisers, LLC, ("GCA") manager of a $500mm long/short credit fund specializing in trading and researching instruments in the high yield corporate credit markets. Prior to joining GCA, Ms. Mayer was Director of Marketing at Boone Capital, an event driven hedge fund. Before entering the hedge fund space, she was a sell-side Latin America Telecommunications equity analyst at Salomon Smith Barney for which she received several industry awards including top rankings as determined by Institutional Investor and was the Latin America telecommunications investment banking Director at Credit Suisse in New York. Ms. Mayer earned her BA cum laude in Mathematics and Spanish from Amherst College, and received her MBA in Finance from New York University’s Stern School of Business and was selected to participate in the International Management Program at ESADE in Barcelona, Spain. |
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Dan Kochav
COO and Partner
Tenor Capital Management
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| Daniel Kochav has been a Partner and the COO for Tenor Capital Management since October 2005. Previously, at Putnam Lovell NBF Dan was responsible for building hedge fund-related businesses, including incubating the team that formed Tenor. He was a Managing Director at TD Securities in New York responsible for starting up and managing a number of businesses including Convertible Arbitrage, Index Arbitrage, Corporate Equity Derivatives, Structured Tax Transactions and a cross-border Structured Private Placement business. Dan graduated from M.I.T. Sloan School of Management with a M.Sc. in Management in 1985 and from Concordia University in Montreal with a B.Com in 1983. Dan is a member of the board of directors of Investor Analytics LLC which provides portfolio and risk management services to the investment management industry since 1999. Dan is also a member of the MFA Advisor Regulation Subcommittee. |
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Robert Sloan
Managing Partner
S3 Partners
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Bob Sloan founded S3 Partners in 2003 and is the Managing Partner. S3 Partners is a hedge fund service provider that lowers a manager’s expense ratio by managing securities lending, collateral management and counterparty documentation risk.
He is the author of the book, Don't Blame the Shorts: Why Short Sellers are Always Blamed for Market Crashes and How History is Repeating Itself (McGraw-Hill/Fall 2009), which was nominated for Spear's book awards shortlist - financial history book of the year in 2010. Bloomberg and the Economist also recognized it as one of the top business books of 2010. Mr. Sloan has appeared on CNBC, CNBC Europe and C-SPAN and as a guest lecturer at many universities and think tanks like Cato Institute. Mr. Sloan has also written articles for the Financial Times, Vanity Fair and Alpha Magazine.
In addition, Mr. Sloan serves as a Member of the Board for MF Global Ltd., the world's largest exchange traded derivatives broker.
Prior to S3 Partners, Mr. Sloan was a Managing Director and the Global Head of Prime Brokerage, Equity Finance and Delta One products at Credit Suisse First Boston. In addition, he was a member of the Firm’s Securities Division Operating Committee and Product Managers Committee. In 1998, Mr. Sloan founded and chaired the Dow Jones Credit Suisse Index Co., which was the first investable benchmark index for alternative investments.
From 1989 until 1996, he worked at Lehman Brothers in the equity derivatives and central funding unit. Prior to his career on Wall Street, Mr. Sloan was a speech writer and translator for the Ministry of International Trade & Industry (MITI), Tokyo, Japan. Mr. Sloan received a Bachelor of Arts from Washington & Lee University. |
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Ron Suber
Senior Partner
Merlin Securities, LLC
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| Ron Suber has more than 20 years of experience in sales, marketing, public relations, branding, strategy and business development across the alternative investment business. Prior to joining Merlin, Mr. Suber was President of a leading Fund Administrator. He worked at Bear Stearns from 1992 to 2006 where he was a Senior Managing Director and the Manager of Global Clearing Sales for the Prime Brokerage, Broker Dealer Clearing & Registered Investment Adviser businesses. He holds a B.A. in Economics from the University of California at Berkeley. Mr. Suber now serves on the Hedge Funds Care and HazelTree Board of Directors. Mr. Suber recently co-published 2 white papers about “The Spectrum of Institutional Investors” and The Business of Running a Hedge Fund”. |
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