HedgeWorld Midwest 2014
For more information on speaking opportunities at PartnerConnect 2014
contact: Mark Cecil
| Tel: +1-617-856-1871 | Email: firstname.lastname@example.org
| Mark Guinney
| Rob Guttschow
Eric Gorman, Manager, Alternative Investments Research, The Private Client Reserve at U.S. Bank
Eric Gorman is the Manager of Alternative Investments Research for U.S. Bank Wealth Management, and is responsible for directing all aspects of Alternative Investment research and Fund Manager selection. This includes all due diligence, strategy research, idea generation, data management, and client-facing research output across the hedge fund, private equity, natural resource, and the liquid alternatives spaces.
The last 10+ years of Mr. Gorman’s career has solely focused on Alternative Investments. Prior to joining U.S. Bank Wealth Management in 2007, Eric worked for Slocum, an institutional investment consulting firm, as a Research Associate for its Alternative Investments Research Team. Additionally, he has spoken at a number of events focusing on a wide range of topics within the Alternatives space.
Mr. Gorman has been successful in growing the Bank’s Private Client assets in Alternative’s from less than $200 million, when he joined, to over $2.5 billion today. Given the Bank’s expansive and differentiated client set, this growth has included a wide and growing spectrum of product solutions, inclusive of both strategic and opportunistic strategies. In addition to private vehicles such as hedge funds and private equity, the Team has also been at the forefront of evaluation and adoption of Registered “Liquid Alternative” strategies. The comprehensive review of such a large universe of solutions is a great competitive advantage, allowing for a more complete and relative viewpoint when assessing and understanding each new opportunity.
Mr.Gorman earned bachelor’s degrees in Economics and Management from the University of Minnesota-Morris.
Mr.Gorman, his wife, Megan, and their three children live in Maple Grove, Minnesota.
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Mark Guinney, Managing Partner, The Presidio Group
Bio to come...
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Rob Guttschow, Senior Portfolio Manager, co-head of Alternatives, First Trust Advisors
Mr. Guttschow, CFA, is a senior portfolio manager and co-head of the Alternatives Investment Team at First Trust Advisors. Mr. Guttschow has 20+ years of investment experience managing a variety of strategies including equity, fixed income, commodities, and derivative-based strategies.
Prior to joining First Trust in July 2011, Mr. Guttschow was Co-Chief Investment Officer at Nuveen HydePark Group LLC where he started in 2007. While at Nuveen HydePark Group LLC, Mr. Guttschow co-directed investment activities including research, product development,trading, portfolio management, and performance
attribution. Previously, Mr. Guttschow was an Overlay Manager and Senior Portfolio Manager at Nuveen Asset Management, where he developed Nuveen’s buy-side derivative desk for fixed income and equity portfolio hedging. Mr. Guttschow was responsible for developing and implementing derivative-based hedging strategies for 9 portfolio managers with $50+ billion in assets under
Mr. Guttschow started his career at Lotsoff Capital Management where, at the time of his departure, he was a Partner and Managing Director. At Lotsoff Capital Management, Mr. Guttschow managed approximately $1.5 billion in a various fixed income and equity-based strategies.
Mr. Guttschow received a B.S. in Materials Engineering (Ceramics) and a Masters of Business Administration from the University of Illinois at Champaign/Urbana in 1991 and 1993, respectively. Mr. Guttschow holds the Chartered Financial Analysis designation and is a member of the CFA Institute and the CFA Society of Chicago.
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