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| OCTOBER 26, 2011, THE METROPOLITAN CLUB, NYC |
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Risk Management: The keys to passing today’s institutional litmus test
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Bruce Frumerman
CEO
Frumerman & Nemeth Inc.
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| Bruce Frumerman is President of Frumerman & Nemeth Inc., a communications and sales marketing consultancy that helps financial services firms create brand identities for their organizations and develop and implement effective marketing strategies and programs. His firm’s work has helped money management clients attract over $7 billion in new assets, yet they are not third-party marketers. Mr. Frumerman has thirty years' experience in helping money management firm clients to educate and persuade people to understand and buy into how they invest. His clients include hedge funds, institutional money management firms, funds of funds, mutual funds, SMA money managers, private equity investment firms and financial planning firms serving the high net worth market. Mr. Frumerman is a frequent speaker at various events and also has been published addressing the subject for HedgeWorld, Canadian Hedgewatch, Emerging Manager Focus, Investor Relations Newsletter and Hedge Connection. Additionally, he wrote the chapter on marketing for the Thomson Reuters IFR Market Intelligence special report, "Which Way Next For Hedge Funds? A Guide For Managers, Banks and Investors". |
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Sunil Nair
Senior Manager of Risk Analytics
Investcorp
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| Sunil G. Nair joined Investcorp in May 2004 as the Senior Manager in charge of risk analytics within the hedge funds team. Sunil designed and built the risk analytical framework to monitor both operational and investment risk for the program. At Investcorp, Mr. Nair is part of the Hedge Fund investment committee, responsible for the monitoring of the risks of the managers in the Investcorp Hedge Fund Platform. Prior to joining Investcorp he was with the Reveleus division of i-flex solutions for four and a half years where he was product manager for Reveleus and head of their functional analytics group. Prior to that he spent almost seven years in the Indian financial markets as a market analyst in both the equity and fixed income markets and as chief of research in an investment firm associated with the J V Gokal family in Bombay, India. Mr. Nair holds a Post graduate degree in Management from the Indian Institute of Management, Bangalore and a Bachelor of Commerce from Bangalore University. |
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Andrew Parks
Chief Risk Officer
Angelo, Gordon & Co.
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| Andrew Parks joined Angelo, Gordon in August, 2009 as the Firm's Chief Risk Officer. Before joining Angelo, Gordon, Andy was associated with Morgan Stanley where he served as an Executive Director overseeing the risk management group for the ultra high net worth division in the United States and Latin America. Prior to joining Morgan Stanley, Andy worked as a corporate attorney at Cravath, Swaine & Moore in New York in the areas of mergers and acquisitions, debt and equity capital markets, secured corporate credit and real estate acquisition/finance. Andy holds a B.A. degree from Tulane University and a J.D. degree from The University of Texas School of Law. |
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Samuel K. Won
Founder & Managing Director
Global Risk Management Advisors, Inc.
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Samuel K. Won is the Founder and Managing Director of Global Risk Management Advisors, the leading independent risk management advisory firm that provides institutional quality investment risk management advisory and implementation services to asset managers and institutional investors.
Mr. Won has over 25 years of risk management, capital markets, trading and portfolio management experience at major financial institutions in the public and private sectors. In the investment management industry, Mr. Won was Chief Risk Officer at Brencourt Advisors, Chief Risk Officer at Ospraie Management, and he headed up investment risk management of over $44 billion in alternative assets for Citigroup Alternative Investments. On Wall Street, Mr. Won led trading risk management for customer trading, proprietary trading and capital markets for Citigroup Global Markets, and he played a similar role as Global Head of Risk Management at Dresdner Kleinwort Benson. In the public sector, Mr. Won was in charge of risk management for the capital markets portion of the bailout of the Savings and Loan industry during the 1980s. Mr. Won played a leading role in creating the risk management section of
the Managed Funds Association’s Sound Practices for Hedge Fund Managers. He has advised leading hedge funds, private equity funds, other asset managers, institutional-investors and regulatory agencies, including the SEC, the Federal Reserve, the Office of the Comptroller of the Currency and the FSA, on major risk management, trading and capital markets issues and policies.
Mr. Won has extensive experience in investment risk management, risk architecture and analysis, asset allocation/risk budgeting, performance and risk attribution, portfolio and trading strategy, and investor relations and marketing for a wide range of asset classes and investment strategies, including hedge funds, private equity, real estate and long-only investments. In addition, Mr. Won served on the investment and risk committees at several major financial institutions, where he headed up investment risk management.
Mr. Won completed a BA at Northwestern University, attended the Tuck School of Business at Dartmouth College and received a Masters degree from Columbia University with a concentration in International Finance and Economic Policy Management. |
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