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
| Andres Sandate
| Sa'ad Shah
| Justin Sheperd
| Mark Shore
| Gary Shugrue
| Sharon Snow
| Bill Speth
Robert Sanborn, Managing Member, Sanborn Kilcollin Partners, LLC
Robert Sanborn is a co-founder of Sanborn Kilcollin Partners and is responsible for the investment
decisions and portfolio allocation of the Adviser.
Mr. Sanborn has over 29 years experience in portfolio management and investment analysis and has been
a strong and consistent proponent of value investing. Mr. Sanborn was the portfolio manager of The
Oakmark Fund, the flagship mutual fund of Harris Associates, L.P., from Oakmark’s launch in August
1991 through March 2000. During this period, The Oakmark Fund’s assets grew from $100,000 to over
$9 billion. In 1998, Lipper, Inc. ranked Oakmark in the top 10% of value mutual funds, and Barron’s
named Mr. Sanborn the 1997 Fund Manager of the Year. Mr. Sanborn was a long-time member of Harris
Associates’ Board of Directors and Stock Selection Committee. Before joining Harris in 1988, he was a
security analyst and equity portfolio manager for the Ohio State Teachers Retirement System, from 1983
to 1988. Mr. Sanborn holds a BA from Dartmouth College (1980) and an MBA from the University of
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Andres Sandate, President & CEO, Endurance Strategies, LLC
Andres Sandate is the Founder and CEO of Endurance Strategies, LLC, (www.endurancestrategies.com) an integrated financial services platform consisting of a group of companies which provide investment consulting, strategic advisory and product development solutions to investment managers and investors. As CEO, he is responsible for the overall direction of the organization and devotes considerable time to evaluating hedge funds, alternative ‘40 Act mutual funds and other alternative investments.
Founded in 2010, Endurance Strategies most recent work includes launching several ’40 Act mutual fund launches via Endurance Series Trust, a Multiple Series Trust sponsored by Endurance Fund Services, LLC. Additionally, he created and recently hosted the 2014 Endurance Strategies Southeast Investment Summit, featuring the Liquid Alternatives Symposium Southeast. The Summit is an educational road-show platform aimed at providing investors, investment managers and the professionals who serve them, with access to the experts, research, and thinking driving the growth and development of the liquid alternatives industry.
Prior to starting Endurance Strategies, LLC, he was an investment banker with SunTrust Capital Markets and Regions Capital Markets. He earned an MBA and a B.S. in Business Administration from the University of Kansas and is a member of the Committee of Hearts for the Southeast Chapter of Hedge Funds Care as well as the Executive Committee of the University of Kansas Hispanic Alumni Chapter. Mr. Sandate also holds Series 7, 63, 65 and 79 securities licenses.
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Sa'ad Shah, Managing Director, Diversified Global Asset Management Corporation
Bio to come..
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Justin Sheperd, CIO, Aurora Investment Management LLC
Justin D. Sheperd is a Partner, Chief Investment Officer and Portfolio Manager of Aurora Investment Management L.L.C. Aurora manages over $9 billion in hedge fund assets for onshore and offshore entities including customized portfolio solutions and a registered mutual fund. The Firm’s alternative asset investment business was established in 1988 with the launch of Aurora Limited Partnership.
Mr. Sheperd’s duties on behalf of the Firm include evaluating and analyzing both existing and prospective managers, their investment strategies and their risk controls. Mr. Sheperd also is responsible, as a voting member of the Firm’s Investment Committee, for the investment management of all products which Aurora privately offers both domestically and offshore and for providing investment services to private account portfolios of hedge funds.
Prior to joining Aurora in 1996, Mr. Sheperd worked in the Database Services Department of Information Resources Inc., a firm that conducts research for the consumer packaged goods industry.
Mr. Sheperd is currently a member of the Business Advisory Council of Miami University. He has been a guest speaker at Northwestern University, University of Chicago, and Miami University.
Mr. Sheperd received a Bachelor of Science in Business Administration majoring in Finance and Accountancy from Miami University in 1994 and a Masters of Business Administration from The University of Chicago in 2003. He is a CFA Charterholder.
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Mark Shore , Founder, Shore Capital Management
Mark Shore,a well-known expert on alternative investments with more than 25 years of experience in the capital markets including former COO of VK Capital,a $250 million CTA at Morgan Stanley and former Head of Risk at Octane Research,a $1.1 billion alternative investment firm.In 2008,Mr.Shore founded Shore Capital Management that consults in alternative investments regarding due diligence, research, educational workshops and business development. His research is found at www.shorecapmgmt.com
Mr.Shore is also an Adjunct Professor at DePaul Univeristy’s Kellstadt Graduate School of Business where he teaches the only known graduate level course on managed futures. He is also a Board Member of the Arditti Center for Risk Management at DePaul University. He is a contributing writer to Eurex, CBOE Futures Exchange (CFE), Reuters HedgeWorld, Micro-Cap Review and Yahoo.com
Mr.Shore is a frequent speaker at alternative investment events and his research is published by global publications and organizations.Mr.Shore recently began hosting the acclaimed internet talk show about alternative investments “Skewing Your Diversification”.Mr.Shore Received his MBA from the University of Chicago.
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Gary Shugrue, Senior Portfolio Managers---ACP Funds, Barlow Partners
Mr. Shugrue is the Founder, President and Chief Investment Officer of Ascendant Capital Partners LP, sub-adviser to the ACP Funds Platform. Ascendant was formed in August of 2001 as a subsidiary of Turner Investment Partners, a $25 billion asset management firm.
In 2014 Ascendant partnered with Barlow Partners Inc., a New York based fund of hedge funds with over $750 million under management. Mr. Shugrue is responsible for the 1940 Act Registered fund platform offered by Barlow Partners.
Mr. Shugrue brings twenty one years of hedge fund experience and over thirty-six years of investment experience to the Firm. From 1988 to 2000 he served as the co-founder and partner of Argos Advisors LLC, a long/short equity hedge fund firm. Along with his partner, he started Argos and grew the firm from $1.6 million in 1988 to $135 million. Argos’ clients included high net worth individuals, off-shore investors, endowments and corporate pension plans. From 1981 to 1988 he was a Vice President in Institutional Equity Sales with Kidder Peabody, Prudential Securities and Merrill Lynch servicing large institutional clients in the Mid-Atlantic area. From 1977 to 1979 he was an Account
Executive with Merrill Lynch.
He earned his MBA in Finance from the University of Pennsylvania’s Wharton School in 1981 and his BS in Accounting from Villanova University in 1976. Gary is also an acting Board Member of The Quaker Investment Trust Funds and an Investment Committee Member of Project H.O.M.E. Philadelphia.
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Sharon Snow, CEO, Metropolitan Capital Strategies
Sharon joined MCS in May 2008 as a Principal and focuses on business development initiatives as well as serving on the Investment Committee with David Schombert. Leveraging her robust background growing and managing businesses, Ms. Snow provided vital leadership to the launch the firm’s hedge fund and the implementation of the accompanying sales and marketing effort. She also maintains the firm’s relationships with the investment professionals utilizing MCS as a money manager for their clients. Tapping into her passion for study of the financial markets, Ms. Snow provides exceptional research that has assisted the Investment Committee manage the MCS strategies to deliver notable performance and low drawdown. Ms. Snow came to MCS after a very successful career in Private Client Wealth Management with Citigroup Global Markets, Inc., Smith Barney. She received her B.S. in Business Management from the University of Maryland.
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Bill Speth, VP, Research and Product Development, Chicago Board Options Exchange (CBOE)
Bio to come...
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