HedgeWorld East 2013
For more information on speaking opportunities at PartnerConnect 2013
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| Ricky B. Novak
Dan Niles, CIO, AlphaOne Capital Partners
Dan T. Niles is the Chief Investment Officer for Alpha One Capital Partners, an investment management firm serving institutional and high net-worth investors. In 2010, the AlphaOne Satori Fund, which he manages, was named a top 10 Equity Long/Short performer for 2010 as well as for the past three years by BarclayHedge. In 2006, the Satori Technology Fund, which he managed, was awarded the "Best Newcomer" award at the 2006 MARHedge US Performance Awards.
Mr. Niles was selected for Institutional Investor Magazine's "All-America Equity Research Team" from 1999-2003 in the semiconductor category and from 2000-2003 in the PC hardware/IT hardware categories. He has received five awards in the Wall Street Journal's "Best on the Street" survey, including awards for stock picking in the categories of computer peripherals, computer hardware & PCs, and semiconductors.
From 2004 to 2008, Mr. Niles was a Managing Director at Neuberger Berman, Inc., and Chief Executive Officer of Neuberger Berman Technology Management, which focused on long and short equity investments in the technology sector.
Before starting his Wall Street career, Mr. Niles was an engineer with Digital Equipment Corporation. Niles received a B.S. in Systems Engineering from Boston University and his M.S. in Electrical Engineering from Stanford University.
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Ricky B. Novak, Managing Partner, Strategic Group of Companies
Ricky B. Novak serves as a Managing Partner of the Strategic Group of Companies, an Atlanta based firm built on a platform of delivering tax efficiency through global business solutions and private equity capital. As part of his role with SGC, Mr. Novak serves as CEO of SGC affiliate Strategic 1031 Exchange Advisors (“SEA”). SEA is a boutique advisory firm and qualified intermediary that provides real estate and tax consulting services for clients structuring complex real estate transactions and asset dispositions. SEA’s global client base includes many of the most sophisticated commercial and residential real estate investors and developers. Mr. Novak specializes in the facilitation of tax-deferred like-kind exchanges under Internal Revenue Code Section 1031, and has assisted clients in structuring reverse exchanges, construction exchanges, non-safe harbor exchanges, personal property exchanges, multi-asset business sales, and international exchanges. Further, Mr. Novak also serves as Co-Managing Partner of SGC affiliate Strategic Capital Partners ("SCP"), a boutique investment bank focused on "Green, Sustainable and Socially Responsible" tax strategies, often involving federal and state tax credits and benefits. Mr. Novak's expertise includes assisting clients in both the creation and syndication of conservation easement, historic preservation, renewable energy and entertainment tax benefits. Mr. Novak obtained his undergraduate degree from the Georgia Institute of Technology and received his Juris Doctorate from Emory University’s School of Law.
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