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| SILVER SPONSORS |
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| OCTOBER 26, 2011, THE METROPOLITAN CLUB, NYC |
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Emerging Manager Showcase A
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Luiz Carvalho
Portfolio Manager, Risk Manager
Tree Capital
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| Luiz Carvalho is a portfolio manager, risk manager, and research analyst at Tree Capital, an investment management firm that he co-founded and launched in May, 2009. Based in New York, Tree Capital operates a long-short strategy focused on Latin American equities. It is a certified minority-owned firm.
Prior to co-founding Tree Capital, Mr. Carvalho worked at Morgan Stanley from 1996-2008, starting as an equity analyst covering Latin American telecom and media companies. He received several top awards for his analysis work. Most recently at Morgan Stanley, Mr. Carvalho was Managing Director, responsible for Morgan Stanley Latin America Equity Capital Markets from 2006-2008. From 1993-1996, Mr. Carvalho worked as an Associate and Equity Research Analyst at JP Morgan. He graduated with a BS in Electronic Engineering from Mackenzie University (Sao Paulo, Brazil) in 1987, received a graduate degree in Finance from Fundacao Getulio Vargas (Sao Paulo) in 1990, and an MBA in Finance and General Management from the Anderson School at UCLA in 1992. Mr. Carvalho was born and raised in Brazil. |
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Joe Deluca
Chief Strategist
Kepos Capital
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| Joe Deluca is Chief Strategist for Kepos Capital, which runs a systematic global macro investing strategy. Kepos was founded in 2009 and had $140 million in assets under management as of August. Prior to joining Kepos, Mr. DeLuca was a Managing Director at Highbridge Capital Management and its Head of Product Strategy. He was a member of the Highbridge Investment Committee and Markets Committee. After Highbridge, he was a strategy consultant to hedge funds seeking to institutionalize, focusing on investor relations, risk management, compliance and reporting, and was Director of Strategy at the investment firm Select Equity Group. Mr. DeLuca spent nine years at Goldman, Sachs & Co., as a senior portfolio manager and product manager for the Quantitative Investment Strategies Group, and as a risk manager in GSAM, where he was a contributor to the book, The Practice of Risk Management. He has also worked at J.P. Morgan (Chase) in strategy and risk management roles. Mr. DeLuca earned a B.S. from Cornell University in 1991. |
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Mark Alexander Price
Founding Principal
Alprion Capital Management
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| Mark Alexander Price is Head of Business Controls for New York-based Alprion Capital Management, an investment management firm focused on the U.S. municipal bond market that launched a municipal-focused hedge fund in the second quarter of 2011. Mr. Price has nearly a decade of public finance experience. Prior to Alprion, he was a Vice President at Siebert Brandford Shank & Co., responsible for day]to]day banking coverage and providing financial product expertise for municipal clients. Before that, he structured and marketed municipal derivative products, leading the execution of over $3 billion of notional amount for issuers of municipal bonds at UBS. Mr. Price also served as Debt Manager of the city of Atlanta, overseeing the issuance of transactions ranging from general obligation, water and sewer, airport, and development authority credits. He is an alumnus of both the SEO Career Program and Toigo Foundation. Mr. Price received his undergraduate degree and MBA from Harvard University. |
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