|
| GOLD SPONSORS |
|
|
|
|
|
| SILVER SPONSORS |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| OCTOBER 26, 2011, THE METROPOLITAN CLUB, NYC |
|
|
Due Diligence: Investor Scrutiny
|
|
|
 |
Steve Gerbel
Founder and President
Chicago Capital Management
|
| Steven R. Gerbel is Founder and President of Chicago Capital Management, a specialty private investment firm focused on merger arbitrage and convertible bonds. Mr. Gerbel has over 15 years of experience running hedge funds focused on merger and convertible arbitrage markets. Prior to founding Chicago Capital Management, Mr. Gerbel was a General Partner at First Capital Alliance, a hedge fund located in Chicago, primarily focused on merger and convertible arbitrage transactions, value investing and distressed markets. Mr. Gerbel began his career trading commodities on the Mid-American Commodities Exchange at the Chicago Board of Trade and acting as a "local" engaged in trading U.S. Treasury Bond futures for his own account. Mr. Gerbel has also helped in founding two de novo banks in the Chicago area and six hedge funds and other businesses, in addition to Chicago Capital Management. Mr. Gerbel holds a FINRA Series 7 Securities License and is registered with the Chicago Stock Exchange and FINRA. He holds a Bachelor of Science degree in Economics from DePaul University in Chicago. |
|
|
|
|
|
Neil Chelo
Director of Research
Benchmark Plus Partners
|
Neil Chelo has over 17 years of experience in the investment industry, ranging from the back office to portfolio management. Prior to joining Benchmark Plus Partners, which is a $1.8 billion fund of hedge funds, Mr. Chelo was a Vice President and Portfolio Manager at Rampart Investment Management. He was responsible for the management of Rampart’s Buy-Write Index, Protected Equity, Enhanced Index ,and Quantitative Equity Programs. He was actively involved in modeling and designing new equity and option strategies. Mr. Chelo was also an active trader in the equity and options market.
Prior to joining Rampart, Mr. Chelo was a Supervisor in the Securities Management Group of the Boston Company. From 1993 to 1996 he was responsible for the accounting and client service for more than 15 large pension funds. Mr. Chelo received a Bachelor of Science degree in Finance, 1993 and a Masters of Science degree in Finance, 2000 from Bentley College. He was awarded his CFA Charter in 1999. Mr. Chelo has also been awarded the Chartered Alternative Investment Analyst (CAIA) and Financial Risk Manager (FRM) designations. He also maintains his Series 3. |
|
|
|
|
Marita K. Wein
Partner
Alternative Investment Group
|
| Marita K. Wein is a partner responsible for risk management at Alternative Investment Group, an independent investment management firm headquartered in Southport, Conn. that she joined in 2003. Prior to that, she served as Senior Vice President of Operations, Technology and Risk Management at Commonfund, a $35-billion investment management organization serving endowments, foundations and other non-profit institutions. She was with Commonfund for 17 years. Prior to that, she was a senior financial analyst with Van Eck Associates starting in 1987, where she provided financial analysis and portfolio recommendations for a global equity fund. From 1983 to 1985, she was operations manager with Shearson Lehman Brothers. She graduated from Connecticut College with a B.A. in economics, summa cum laude. |
|
|
|
|
Inna White
Chief Investment Officer
Althea Group
|
| 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. |
|
|
|
|
