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HedgeWorld West 2013
Speaker Bios
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  HedgeWorld West 2013


For more information on speaking opportunities at PartnerConnect 2013 contact Mark Cecil:
Tel: +1-617-856-1871 | Email: mark.cecil@thomsonreuters.com

The Speakers

 A    B    C    D    E    F    G    H    I    J    K    L    M    N    O    P    Q    R    S    T    U    V    W    X    Y    Z   --  ALL  

Jon Davis   |  Chris Ainsworth   |  Allison Bennington   |  Sean Bill   |  George Bonne   |  Vincent Calcagno   |  Chris Clair   |  Ricardo Cortez   |  Matt Costello   |  John Daly   |  Nancy Davis   |  Jim Dilworth   |  Kirk Dizon   |  Leigh Faber   |  Marc Fagel   |  Michael Fitzsimmons   |  Jay Gould   |  Mark Guinney   |  Brian Hargreaves   |  Wayne Himelsein   |  Lisa Hinds   |  Todd Hurlbut   |  Matthew Kerfoot   |  Christopher Knight   |  Randall Lee   |  Jeremy Lehrer   |  Christian Lena   |  Bart Mallon   |  Stephen Massocca   |  Erik Mayo   |  Rachel Minard   |  Bill Mulligan   |  Vinay Nair   |  Marianne O   |  Matthew O'Toole   |  Keith Pagan   |  Jeffrey Pavlik   |  Joe Peta   |  Kathleen Powers Dunlap   |  Andrew Ross   |  Jack Salzman   |  Andres Sandate   |  David Schombert   |  Diane Schrader   |  Ari Shiff   |  Robert Smith   |  Alan Snyder   |  Matthew Stadtmauer   |  Chris Stanton   |  Matt Stepan   |  Philip Summe   |  Ron Surz   |  Janice Tang   |  Joe Wade   |  Ralph Whitworth   |  Jeff Willardson

Jon Davis, Event Coordinator, Contributing Editor, HedgeWorld

Bio to come..

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Chris Ainsworth, Managing Director, U.S. Trust

Christopher Ainsworth is Managing Director and the Regional Investment Executive for the Greater Los Angeles and Pacific South West regions within U.S. Trust.

In his role, Mr. Ainsworth oversees six U.S. Trust offices throughout Southern California and the state of Arizona and leads a team of 38 talented and dedicated investment professionals. He is responsible for delivering customized wealth management solutions to high-net-worth and ultra-high-net-worth families. He currently oversees in excess of $12 billion in assets under management and frequently speaks to groups on the financial markets and the global economy.

Prior to assuming this role, Mr. Ainsworth’s experience ranges from traditional asset management to alternative investments. From 2001 to early 2005, Mr. Ainsworth was previously with Banc of America Capital Management’s Alternative Investment Group where he helped grow the business from a start-up to a multi-billion dollar asset management group in just under three years. Since 2005, Mr. Ainsworth has worked in various capacities of the investment industry and specifically focused much of his time working with family offices and multi-family offices on their investments. Chris has been a regular speaker and commentator on the financial service industry including CNN, CNNfn, and other media outlets. In 2010, Chris was recruited by hedge fund and alternative investment industry participants to develop an association for California based hedge funds to act in a unified manner to become more involved in the future financial service regulatory process. From July 2010 through December 2012, Mr. Ainsworth served as the President of the California Hedge Fund Association, a non-profit member based organization to serve the California hedge fund community. Since January 2013, Mr. Ainsworth has served as the Chairman of the California Hedge Fund Association. Since 2011, Chris has served on the Los Angeles Committee for Help for Children|Hedge Funds Care. Hedge Funds Care is an international charity, supported largely by the hedge fund industry, whose sole mission is preventing and treating child abuse.

Mr. Ainsworth received a Bachelor of Science in Economics with Financial Applications from Southern Methodist University.

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Allison Bennington, Partner and General Counsel, ValueAct Capital

ALLISON A. BENNINGTON is the General Counsel, Chief Compliance Officer and a Partner of ValueAct Capital. Prior to joining ValueAct Capital in April 2004, Mrs. Bennington was the General Counsel of Atriax, Ltd. ("Atriax"), a joint venture of Deutsche Bank, J.P. Morgan Chase, Citibank and Reuters. Prior to joining Atriax, Mrs. Bennington was a Managing Director of Robertson Stephens, a full service investment bank, where she ran the Legal Department. Mrs. Bennington was previously a Partner in the London office of Brobeck Hale and Dorr International. Mrs. Bennington is a director of Seitel Inc. and is a member of the Advisory Board of the Program on Corporate Governance at Harvard Law School. She has a B.A. from the University of California at Berkeley and a J.D. from the University of California, Hastings College of the Law.

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Sean Bill, Investment Program Manager, Santa Clara County Transportation Authority

Sean Bill is the Investment Program Manager at the Santa Clara Valley Transportation Authority (VTA). He is responsible for the oversight and management of the agency’s cash management programs and public fund investment activities, which includes serving as the Chief Investment Officer of the Amalgamated Transit Union, Local 265 Pension Plan. Sean also serves as a Trustee for the City of San Jose’s Police and Fire Department Retirement Plan. He was appointed to a four year term by the City Council and Mayor Chuck Reed in an effort to improve Board governance and the plan’s investment returns; he is a member of both the Audit and Investment Committees. Prior to entering public service Sean spent 15 years as a trader, research analyst and portfolio manager at both traditional long-only and alternative asset managers. Sean is a graduate of Indiana University, Bloomington and the Stanford Graduate School of Business.

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George Bonne, Director, Quantitative Research, Thomson Reuters

George Bonne, Ph.D., PRM, is Director of Quantitative Research at Thomson Reuters StarMine where he and his team of researchers create sophisticated quantitative models geared for equity and fixed income investment managers, risk managers, investment bankers, and corporations. Recent projects include creating novel equity alpha models, credit risk models, a tactical asset allocation model, creating better economic forecasts, and predicting corporate deals. Previously he was a quantitative research analyst at StarMine where he focused on creating innovative equity raking models. He came to StarMine from KLA-Tencor and Applied Materials where he analyzed large data sets to develop mathematical models of the performance of semiconductor equipment. George received his M.S. and Ph.D. in Physical Chemistry from Harvard University and also holds a B.S. in Chemistry from UC Irvine and is also a certified Professional Risk Manager (PRM).

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Vincent Calcagno, Principal-in-Charge, Rothstein Kass

Vincent Calcagno is a member of Rothstein Kass’ Executive Committee and Principal-in- Charge of the Firm’s Beverly Hills office. In addition to his management responsibilities, Mr. Calcagno specializes in audit, tax and consulting engagements for venture capital funds, hedge funds, fund of funds, private equity funds, mutual funds, management companies, registered investment advisors and broker-dealers. He leverages his extensive operational experience from his dealings in the private and public sector of the financial services industry to advise these entities on business structure and strategy, as well as the management of financial, operational and tax matters. Furthermore, he chairs Rothstein Kass’ Best Practices and Learning and Development committees, and has been a member of the Human Resources committee. He is a standing contributing editor to the Firm’s financial services newsletter, Wall Street Argus, and proprietary white papers. While being extensively involved with internal recruitment and professional development programs for the Firm, Mr. Calcagno is also a frequent speaker at capital markets conferences and via webinars.

Prior to joining Rothstein Kass in 2003, Mr. Calcagno served as the CFO of a family office for several affiliated limited partnerships and a related broker-dealer, based in New York. In that role, he was responsible for managing all accounting, finance and operations departments as well as monitoring numerous active portfolio managers. Additionally, Mr. Calcagno gained valuable industry experience as a member of the Capital Markets Business Assurance Group for PricewaterhouseCoopers in New York, where he was responsible for audit design and implementation as well as coordination with international offices on capital markets engagements.

Mr. Calcagno graduated cum laude from Fordham University with a Bachelor of Science degree in accounting. He has served as an adjunct accounting professor at Fordham University’s College of Business Administration and has completed the Leading Professional Services Firms Executive Program at the Harvard Business School. He is a member of the American Institute of Certified Public Accountants (AICPA), the California Society of Certified Public Accountants (CalCPA), the New Jersey Society of Certified Public Accountants (NJCPA) and the New York State Society of Certified Public Accountants (NYSSCPA). Vincent is also a member of Vistage International’s CEO Peer Advisory Group, as well as a member and former treasurer of the Guardsmen, a San Francisco service organization devoted to advancing atrisk Bay Area youth.

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Chris Clair, Managing Editor, HedgeWorld

Chris Clair is the Managing Editor of HedgeWorld. He has spent the past eleven years covering the hedge fund industry, first as a reporter for Crain's Pensions & Investments and for the past eight years at HedgeWorld. Mr. Clair has been a journalist for the past 18 years, working at weekly and daily newspapers in his home state of Oregon and in Illinois.

Mr. Clair holds a BA degree in journalism from the University of Portland in Oregon.

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Ricardo Cortez, Co-CEO & Senior Portfolio Management Specialist, Broadmark Asset Management

Mr. Cortez joined Broadmark in September 2009 as President, Global Distribution and was named Co-CEO in June 2013. He has over 25 years of experience in the investment management industry. Most recently, Mr. Cortez spent 8 years as President of the Private Client Group for Torrey Associates, LLC, based in New York City. Prior to that, he was Vice President at Goldman Sachs and Product Manager for Goldman's external money manager program, Global Multi-Manager Strategies. Before joining Goldman, Mr. Cortez spent 11 years at Prudential Investments as a Senior Vice President overseeing product development, communications, and sales for the Investment Management Services Division. Mr. Cortez graduated cum laude from Queens College of the City University of New York with a B.A. and has been a guest lecturer on Investment Policy and Hedge Funds at the Wharton School, University of Pennsylvania, and at Harvard University. He was awarded the Certified Investment Management Analyst (CIMA) designation in 1993 and is the author of numerous published articles on hedge funds.

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Matt Costello, Director, Hedge Fund Capital Group, Deutsche Bank

Matt joined Deutsche Bank in 2011 and covers Institutional Investors in the Western United States for the Capital Introductions team based out of the San Francisco office. Matt serves as a resource to Pensions, E&Fs, Family Offices, Hedge FoFs and Wealth Management Platforms seeking alternative investment solutions. Additionally he is a liaison to existing and prospective Hedge Fund Clients utilizing Deutsche Bank Prime Brokerage/Financing services. Prior to joining Deutsche Bank, Matt worked for 15 years at Callan Associates, an Institutional Investment Consulting Firm. Matt was a Vice President in the Hedge Fund Research Group with broader responsibilities including strategic asset allocation, manager structure projects and education for Callan's institutional investor base on all Alternative Assets to include Hedge Funds, Real Estate, Private Equity and Timberland Investment. Prior to 1997 he worked for Wells Fargo Bank as a relationship manager in middle-market commercial lending & troubled-debt restructuring of small corporate entities. Matt received his BS in Business Administration-Accounting from San Diego State University. He has earned the right to use the Chartered Financial Analyst Designation.

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John Daly, Chair, Investment Committee, Culinary Institute of America

JOHN N. DALY, CIMA – Mr. Daly is President of IMMS LLC, a third-party investment management marketing firm which he founded in 2007. He has over 50 years of experience in the Financial Services industry, beginning with 23 years at E.F.Hutton, where he ran the Syndicate Department, the Commodities Division and the Asset Management Division. Following Hutton, he went to Salomon Brothers, both in New York and London, where he headed the Private Client Division and International Equity Capital Markets. In 1990, Mr. Daly joined Richard Schilffarth and Associates, a firm that taught Investment Consulting to regional brokerage firms and their individual Financial Advisors and in 1993 joined Spears Benzak, Salomon & Farrell to run the Managed Account Marketing effort. In 1999, he moved to Trainer, Wortham & Co. to begin and run a Managed Accounts effort and followed that by joining Prudential Investments as the Senior Managed Accounts Specialist from 2002 to 2005.

Mr. Daly was graduated from Yale University and completed the Harvard Business School Advanced Management Program in 1979. He was a Founding Trustee of the Money Management Institute and is a member of IMCA and a Director of the New York Metropolitan Chapter of IMCA. He is a Trustee Emeritus of the Culinary Institute of America and served as Board Treasurer and Chairman of the Finance Committee from 1994 – 2003 and has been Chairman of the Investment Committee of the Institute for the past 20 years. He also served as Treasurer and a Director of the Historical Society of the Town of Greenwich, Connecticut, where he and his wife, Barbara reside.

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Nancy Davis, Founding Partner, Quadratic Capital

Nancy Davis served as the cross asset class strategist and head of derivatives at AllianceBernstein. Prior to joining AB, Ms. Davis was a Portfolio Manager at Highbridge, JP Morgan's hedge fund. At Highbridge, Ms. Davis managed $500mm of capital in her derivatives-only portfolio. Before Highbridge, she spent a decade at Goldman Sachs where she was the Head of OTC, Derivatives and Credit Trading for the proprietary trading group from 2003 to 2008. During her time at Goldman, Ms. Davis managed one of the largest buy-side volatility portfolios in the world. Ms. Davis holds a B.A. magna cum laude in Economics from George Washington University where she was a recipient of the Presidential Scholarship. She is a guest lecturer at Columbia Business School.

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Jim Dilworth, Managing Partner, Simple Alternatives

Jim Dilworth is a wealth manager, entrepreneur and the founder of Simple Alternatives, LLC based in Ridgefield CT. Simple Alternatives is an alternative investment manager serving institutional investors, advisors and their clients. Simple Alternatives is the manager of the S1 Fund, a long/short equity-focused multi-manager FoHF delivered in a mutual fund format. The S1 Fund was developed specifically to reduce portfolio volatility and provide lower-risk equity exposure.

Mr. Dilworth has spent the majority of his career in the hedge fund industry working with wealth in the United States and Europe. He has helped families from around the world invest in hedge funds and has been closely associated with a number of leading institutional hedge fund of funds groups working most recently with Common Sense Investment Management based in Portland, OR.

Previous to founding Dilworth Capital, Mr. Dilworth co-founded and served as the CEO and Managing Director of Middlebury Capital Partners International (UK), Ltd. ("MCP"), a hedge fund and venture capital manager based in London, England. Prior to that, Jim worked with Clark Winter at Winter Capital International a FoHF group which was later acquired by Citigroup.

Mr. Dilworth started his career in Chicago with First Options Corporation/First National Bank of Chicago in interest rate derivatives (Chicago Mercantile Exchange) before moving to Reuters Group, where he spent over eight years in various sales and marketing roles in both London and the United States.

Mr. Dilworth received his MBA from the J.L. Kellogg Graduate School of Management at Northwestern University and graduated from Southern Illinois University, Carbondale, Illinois. He also attended the Otto Beisheim Graduate School of Management, WHU-Koblenz in Vallendar Germany, focusing on international business management.

Mr. Dilworth and his wife Margo have been married for over 20 years and have 7 children.

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Kirk Dizon, Co-Founder & Managing Director, Institutional Global Investors

Kirk Dizon is Co-Founder and a Managing Director of Institutional Global Investors LLC ("IGI"), a multi-asset class investment platform dedicated to investing with the best managers in China and Emerging Asia. At IGI, Mr. Dizon leads many of the firm's activities, including investments, operations and finance. Prior to IGI, he was a Managing Director at Hall Capital Partners LLC ("Hall Capital") where he spearheaded many of the firm's investment activities in Asia across asset classes and served as Co-Head of the firm's Private Equity/Venture Capital group. Mr. Dizon also had co-management responsibilities over the operations of the firm's Pooled Vehicles program, and served as the firm's General Counsel and Chief Compliance Officer. Mr. Dizon currently serves on the Executive Boards of Asia Infinity Partners, Cendana Capital, ChrysCapital Investment Advisors and Waypoint Capital, as well as the City of San Francisco's Ad Hoc Technology Advisory Council. He formerly served on the Limited Partner Advisory Boards of Asia Environmental Partners, Freestyle Capital, Friedman Fleischer & Lowe, Gemini Israel, Khosla Ventures, Longreach Capital, New Horizon Capital and Qiming Venture Partners. Prior to joining Hall Capital, Mr. Dizon practiced law at Cooley Godward LLP, where he was a Partner in the Fund Formation Group and served as counsel to numerous alternative investment firms (including in private equity, venture capital, hedge funds and funds-of funds) and institutional limited partners (including sovereign wealth funds, pensions, private foundations and multi-family offices). Importantly, he served as counsel for many of the early vanguard private equity and venture capital firms in China and India during the mid-1990's to mid-2000's when the alternative investment industry in those countries was at its nascent stages and the entrants were first-movers. Mr. Dizon earned a B.A. in Economics from Pepperdine University, a J.D. from Loyola Law School, and an LL.M. in Taxation from Georgetown University Law Center.

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Leigh Faber, Family Office Specialist, Leigh Faber Consulting

Leigh Faber has over 20 years of comprehensive financial experience – including 8 years in banking and 10 years in investments in a career that includes service with family offices, asset management firms, securities firms and retail banking. Her unique background includes expertise in alternative investments, structured products, real estate lending/servicing, and traditional investments. Leigh has performed due diligence on in excess of 600 hedge funds, private equity funds, venture capital funds, and private placements; initiated and developed hundreds of investor relationships; outlined and implemented portfolio objectives; and managed risk. Leigh's previous roles include Investment Manager (Family Office), Vice President of Default Loan Servicing, Director of Investor Relations (Hedge Fund/Private Equity Firm), Project Consultant to the FDIC and Vice President, Prime Brokerage Services. Leigh is also an original co-founder of the Northwest Hedge Fund Society; a member/volunteer of Hedge Funds Care; a member of 100 Women In Hedge Funds and past director of REOMAC (Real Estate Owned Managers).

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Marc Fagel, Partner, Gibson Dunn

Marc Fagel is a partner in Gibson, Dunn & Crutcher’s San Francisco office and a member of the Firm’s Securities Enforcement and White Collar Defense Practice Groups. Mr. Fagel’s practice focuses on the representation of public companies and their officers and directors, as well as financial institutions, investment advisers, hedge funds, private equity firms, broker-dealers, accounting firms and others in investigations conducted by the Securities and Exchange Commission, Department of Justice, States Attorneys General, FINRA, and other regulatory bodies. Mr. Fagel also conducts internal investigations and represents clients in related civil actions. Prior to joining Gibson Dunn, Mr. Fagel spent over 15 years with the SEC’s San Francisco Regional Office, most recently serving as Regional Director from 2008 to 2013. In his role as Regional Director, he was responsible for administering the SEC’s enforcement and examination programs for Northern California, Washington, Oregon, Alaska, Montana and Idaho, managing a staff of more than 100 lawyers, accountants, and other professionals. Mr. Fagel received his undergraduate degree from Princeton University and graduated in 1991 with Honors from the University of Chicago Law School, Order of the Coif.

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Michael Fitzsimmons, Manager, Capital Introduction, Jefferies & Co.

Bio to come..

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Jay Gould, Partner, Pillsbury Winthrop Shaw Pittman

Mr. Gould’s nearly 30 years of wide-ranging experience includes advising investment companies, investment advisers and broker-dealers on new funds and products, mergers and acquisitions, and governance, compliance and regulatory matters. He is leader of Pillsbury’s Investment Funds & Investment Management practice team. Under his leadership, HFM Week named Pillsbury "Best Onshore Law Firm—Client Service" in 2009, 2010 and 2011, and “Best Onshore Law Firm – Hedge Fund Startups” in 2012. He counsels clients involved in all aspects of the financial services industry, representing U.S. registered investment companies, hedge funds, offshore investment companies, investment advisers, retail and institutional broker-dealers, and municipal bond underwriters. Mr. Gould has extensive experience in structuring private fund startups and their general partners, drafting offering documents, and advising on and making introductions with respect to capital raising strategies. Mr. Gould also advises clients regarding inspections and examinations by the SEC, FINRA, the CFTC and other regulatory agencies. Mr. Gould is ranked as a leading lawyer by 2013 Legal 500 US.

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Mark Guinney, Managing Partner, The Presidio Group

Mr. Guinney joined Presidio in 2001 and serves as Managing Director and head of the Investment Group on the Capital Advisors team. He leads a team of analysts responsible for asset-liability modeling, money manager due diligence and selection, risk management and portfolio structure. He is also a member of the firm’s Executive Committee.

Prior to Presidio, Mr. Guinney was an investment consultant with Watson Wyatt where he worked with pension plans in developing asset allocation, asset-liability modeling and selecting/monitoring investment managers. Mr. Guinney is a CFA charterholder and is a member of the CFA Institute and the San Francisco Analysts Society. He earned his MBA from the University of California, Berkeley and his BA degree in Economics from Pomona College.

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Brian Hargreaves, Vice President, Alternative Investments & Manager Research, Curian Capital Management

Brian Hargreaves is responsible for manager research and the portfolio construction of liquid alternative allocations for both Curian Capital and Jackson National’s variable annuity portfolios. Mr. Hargreaves brings nearly 15 years of investment experience specializing in due diligence, manager selection, performance measurement and portfolio management. Mr. Hargreaves previous role was a Director in the Alternative & Quantitative Investments (A&Q) Group for UBS Global Asset Management. In this role he supported product expansion for UBS’s institutional channel focused on single and multi-manager hedge fund strategies. Prior to 2006, he was employed at the Chicago Mercantile Group (CME) from 2003-2006 and started his career with Arthur Andersen LLP. Mr. Hargreaves holds his Chartered Alternative Investment Analyst (CAIA) designation in addition to Series 3, 7 & 66 licenses.

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Wayne Himelsein, CIO, Logica Funds

As an 18 year veteran of the securities industry, Wayne founded Logica Capital Management (“LCM”), serves as President, CIO. As such, he directs the firm’s investment strategies, oversees R&D and selection of new strategies, and engages with investors globally. From 1995 to 1997, Wayne served as an equity trader at the Carlin Group. While at Carlin, he designed and built several proprietary trading strategies and risk management procedures. From 1997 to 1999, Wayne served as managing partner of Omni Capital Management, a firm that invested in securities utilizing his algorithmic trading system. Prior to forming LCM, from 1999 to 2012 Wayne served as managing partner of Himelsein Mandel Fund Management, LLC, the general partner of various funds. From 2005 to 2012, Wayne managed HM Ruby Fund, LP, a fund dedicated to taking advantage of inefficiencies in actuarial pricing of insurance based products. At its peak, HM Ruby’s NAV was over $300mm. During the past 17 years, Wayne has continued to develop, evolve and refine his quantitative trading models. These trading systems form the basis Logica Fund’s strategy. Wayne received a Bachelor of Arts from the University of California, Berkeley and currently resides in Los Angeles.

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Lisa Hinds, VP, Business Development, Schultze Asset Management

Ms. Hinds is a Vice President with Schultze Asset Management, LLC., an event-driven, distressed securities hedge fund based in Purchase, NY. She is responsible for business development and client servicing. She joined the firm in 2011. Prior to SAM, she was the Co-head of Global Equities at Aladdin Capital Management, an alternative investment firm. During her 17+ year career she served in various business development and leadership positions including Kaufman Brothers (Director Institutional Sales), Soleil Securities (Director Institutional Sales), S&P (Senior Institutional Relationship Manager), Bear Stearns (Associate Director), Morgan Stanley. She began her career in the Financial Management Program of GE Capital.

Ms. Hinds earned her MBA from Duke University and her Masters in International Public Affairs from Tufts University. She chairs the Investment Committee of the Riverside Church in the City of New York and serves as a Trustee of The Children's Hospital at Montefiore. She earned several securities industry qualifications including FINRA Series 7, 55, and 63.

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Todd Hurlbut, CIO, Incline Investment Management

Mr. Hurlbut is the CIO of Incline Investment Management ("IIM"). On July 13, 2012 Mr. Hurlbut became a Principal and Associated Person of IIM. Until May of 2012 he served as the founder and managing member of Everett Capital Management, LLC. On April 25, 2006 Mr. Hurlbut became registered as a Principal and an Associated Person of his firm and an Associate Member of the NFA. At IIM his duties will include head trader and portfolio manager for all investment programs including The Tahoe Fund, LP. Mr. Hurlbut is currently a portfolio manager at the Putney Financial Group, a Registered Investment Advisor in San Rafael.

Prior to founding the Everett Capital, Mr. Hurlbut spent six years at Smith Barney in New York and San Francisco as a 2nd Vice President and Blue Chip Council Member. At Smith Barney, he covered middle market institutional accounts and managed discretionary portfolios for high net worth individuals. Mr. Hurlbut received a BA from the University of Virginia where he attended on a swimming scholarship. He is a Chartered Market Technician, member of the Market Technician Association, the CFA Institute and the Security Analysts of San Francisco. Mr. Hurlbut has been fortunate to have been mentored by a few great traders throughout his career. He holds the Series 3 and Series 7 licenses. He is married and has one son. He currently resides Sausalito, California and works in San Rafael, CA.

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Matthew Kerfoot, Partner, Dechert

Matthew K. Kerfoot is a nationally recognized authority in the alternative investment management industry. Mr. Kerfoot advises many of the world’s largest asset managers on the structuring and development of their alternative mutual funds, exchange-traded funds and hedge funds. Mr. Kerfoot has particular expertise in providing tailored solutions to commodities and derivatives-focused mutual funds and ETFs that seek to use managed futures, complex derivatives and other alternative and multi-asset strategies within 1940 Act-registered investment vehicles.

Mr. Kerfoot is often cited as an authority on alternative investment strategies and commodities and derivatives matters in the Financial Times, Wall Street Journal, Reuters, Bloomberg and various other financial publications. Mr. Kerfoot routinely speaks on commodities and derivatives topics around the world, including at industry conferences in Paris, London, Frankfurt and other financial centers.

Mr. Kerfoot has written articles on derivatives and securities law matters for publications such as Derivatives Week and Futures and Derivatives Law Report. He has also spoken at ISDA, Risk Magazine, and Structured Product Association conferences.

Prior to returning to private practice, Mr. Kerfoot was a senior banker at HSBC plc, where he led the exchange-traded product team, and launched on the NYSE one of the first long/short commodity exchange-traded notes. At HSBC, Mr. Kerfoot also advised many of the largest U.S., European and Asian hedge fund managers in developing innovative derivatives-based solutions for their financing, liquidity and risk management needs.

Before moving to the business-side, Mr. Kerfoot worked as an internal lawyer at Credit Suisse in its Legal and Compliance Division and for several years at a leading law firm in its Asset Management and Derivatives groups.

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Christopher Knight, Managing Principal, Voyager Management

Chris Knight is a co-founder and co-managing member of Voyager Management L.L.C. which has been managing funds of hedge funds with an emphasis on long/short equity and emerging managers since its inception in 1997. Overall, his experience investing in hedge funds and other alternative investments spans a period of more than 35 years. Prior to forming Voyager, he was the co-portfolio manager of G-K Associates, a multi-manager limited partnership established for a family office. Before G-K Associates, Mr. Knight was the President of The Knight Company, an entertainment finance company. Mr. Knight’s career also includes employment as a business analyst for the Disney Company. Mr. Knight is a graduate of the University of California at Berkeley, Harvard Business School and Harvard Graduate School of Design.

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Randall Lee, Partner, Wilmer Hale

Randall Lee is the partner-in-charge and founding partner of WilmerHale’s Los Angeles office.

Mr. Lee’s practice focuses on SEC enforcement investigations, internal corporate investigations, white collar criminal defense, and complex civil litigation.

From 2001 to 2007, Mr. Lee was Regional Director for the Pacific Region of the US Securities and Exchange Commission. As Regional Director, Mr. Lee was responsible for the SEC’s Los Angeles and San Francisco offices, consisting of enforcement, litigation, and compliance inspection programs covering nine Western states, including California. The first Asian American to head an SEC regional office, Mr. Lee led numerous high profile SEC enforcement actions and managed a staff of approximately 175 attorneys, accountants, examiners, and support personnel.

From 1994 to 2001, Mr. Lee was an Assistant United States Attorney in Los Angeles, where he specialized in the prosecution of complex business crimes and served as Deputy Chief in the Major Frauds Section of the US Attorney’s Office. Mr. Lee earned his B.A. from Yale University and his J.D. from UC Berkeley’s School of Law. He was a law clerk to the Honorable James L. Buckley on the U.S. Court of Appeals for the D.C. Circuit.

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Jeremy Lehrer, SVP, MatthewsAsia

Jeremy Lehrer joined Matthews International Capital Management, LLC in 2009 as a Vice President and is responsible for business development efforts among independent Registered Investment Advisors (RIAs) and Family Offices. Prior to joining Matthews, Mr. Lehrer spent seven years at Charles Schwab, where he worked with Alternative Investments and Managed Accounts. From 1999 to 2002, he was a Research Director at AdvisorTech, where he consulted with Japanese, Korean and German financial advisors. Mr. Lehrer began his career analyzing Japanese small-cap stocks and emerging market debt. He received a B.A. in Political Science & Asian Studies from the University of North Carolina at Chapel Hill, and a Masters of Pacific International Affairs in Investments and Japanese Studies from the University of California, San Diego. Jeremy has also spent time studying and working in Japan, and is proficient in Japanese. Mr. Lehrer is a registered representative of Foreside Funds Distributors LLC.

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Christian Lena, Vice President, Alpha Titans

Christian Lena has 12 years of experience as an investment professional and is responsible for business development and client relations at ALPHA TITANS, an investment advisor that specializes in sourcing alpha and managing risk by diversifying assets among dominant multi-strategy “Alpha Titans” in the hedge fund industry. Mr Lena's prior professional experience includes business development for Aeon Capital LLC, a global macro hedge fund, and five years as an equities trader with Lightspeed Trading.

Mr Lena's completed the Global Investment Risk Management Programme at the Saïd Business School, Oxford University. He holds the Certificate in Quantitative Finance (CQF) and an MHA/MBA from the University of Southern California, where he graduated Magna Cum Laude and was a Merit Scholar. Mr Lena's completed his undergraduate coursework at Fairfield University and earned a BS in Biology with a minor in Philosophy. He holds the Series 3 and Series 65 investment licenses.

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Bart Mallon, Partner, Cole-Frieman & Mallon

Bart Mallon is a co-founder of the premier boutique investment management law firm of Cole-Frieman & Mallon LLP. Mr. Mallon's practice is nationwide in scope and is focused on providing high-touch support for large hedge funds and asset management companies. He also provides comprehensive legal and business support to start-up and emerging fund managers and routinely provides advice on management company operational issues, separately managed account structures, as well as registration and compliance matters. Other legal issues involve general business matters and he provides advice with respect to counterparty documentation, regulatory mattes (SEC, CFTC, NFA, FINRA), seed deals, hedge fund due diligence, and employment/compensation matters. Mr. Mallon currently holds the Series 24 exam license and has held the Series 3, Series 7, Series 34, Series 63 and Series 65 exam licenses.

Mr. Mallon also created and runs the popular Hedge Fund Law Blog which focuses on legal issues that impact the hedge fund community. The site is consistently recognized as one of the most important hedge fund legal publications on the internet. Bart lives in San Francisco and enjoys running (half-marathons) and golf.

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Stephen Massocca, Managing Director, Wedbush Equity Management

Bio to come...

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Erik Mayo, Partner, Fintan Partners

Mr. Erik Mayo is a founding partner and Co-Portfolio Manager of Fintan Partners. Prior to joining Fintan, from 2003 to 2005, Mr. Mayo served as an Investment Associate of Stanford Management Company. In his capacity as an Investment Associate of Stanford Management Company, Mr. Mayo served under the direction of Mr. Klikoff. Prior to joining Stanford Management Company, from 1999 to 2003, Mr. Mayo served as a Systems Analyst of Lazard Asset Management. He began his professional career in 1998 at Bankers Trust (now Deutsche Bank), with a focus on risk management and trading systems. Mr. Mayo received a B.S. in Economics with concentrations in Finance and Management Information Systems from the Wharton School of Business at the University of Pennsylvania in 1998.

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Rachel Minard, Founder & Chief Executive Officer, Minard Capital

Rachel Minard is the Founder and CEO of Minard Capital LLC, a global institutional marketing intelligence and asset raising firm based in San Francisco and New York City. Before building Minard Capital, Rachel built and managed global institutional investment businesses for twenty years, including twelve years building fund of hedge fund firms, notably Cadogan Management and Corbin Capital Partners. Raising over $10 billion in the course of her career, Rachel started her marketing career in 1991 after her first company was hired to build the Ronald Reagan Presidential Library. Rachel holds a B.A. in journalism with honors from Northeastern University with notable distinction as a Wesley W. Marple Distinguished Lecturer by the university. She serves on several-high profile advisory boards, has won numerous industry awards for institutional marketing and is a member of the Investment Sub-Committee of the Westover School Endowment. She is also a frequent keynote at industry conferences including appearances on NPR, TEDsf and CNBC. Her first book, Speaking in Thumbs: The Handbook of Empathy is due next Fall 2013.

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Bill Mulligan, Managing Partner, CEO, Cordium US

Bill Mulligan is the Managing Partner and CEO of Cordium US. Cordium was formed by the merger of The IMS Group, HedgeOp Compliance and EvenWheel in January of 2012. Cordium is a marketleading provider of regulatory compliance consulting services and software to the asset management and securities industries. Cordium has offices in New York, San Francisco, Boston, London and Hong Kong. The global firm has over 100 employees and services over 800 investment management businesses around the world.

Prior to founding HedgeOp Compliance in 2001, Bill was an associate in the Investment Management Group of Seward & Kissel LLP for almost six years.

Bill received a JD degree from Cornell Law School in 1995 and a BA from Boston University in 1991 and is certified as an Investment Adviser Certified Compliance Professional (IACCPsm) by National Regulatory Service's Center for Compliance Professionals. Bill is a frequent speaker at industry events and panels and has previously served as Chairman of the Board of Managers of the Alternative Investment Compliance Association.

Bill and his wife Kim live with their sons, Dylan and Alexander, in San Francisco.

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Vinay Nair, Managing Partner & CEO, Ada Investments

Dr. Vinay Nair is the Founding and Managing Partner of Ada Investments, an investment platform that provides solutions to address institutional asset allocation challenges. Ada has developed a unique program of systematic investment strategies globally by applying innovative research ideas in a practical manner. The firm has offices in New York, Mumbai and Rio. Before founding Ada, he was the Research Director and a Portfolio Manager at Old Lane (Citi Alternative Investments).

Prior to becoming an investment manager, Dr. Nair was an Assistant Professor of Finance at The Wharton School where he developed a course on private equity and acquisitions for MBA students. He continues his academic affiliation as a senior fellow at the Wharton School and a visiting professor at the Indian School of Business. Dr. Nair has been published in leading finance journals, and was quoted in several news media, in topics related to Social Responsibility, Sustainability, Corporate Governance, Corporate Finance and Investment Management. He has also delivered talks on these topics to several audiences including universities as well as practitioner and policy forums. He is also the author of 'Investing for Change' (Oxford University Press, 2008), a book on the use of social variables in investment management.

Dr. Nair completed his PhD in Financial Economics from the Stern School of Business at New York University with an award for the best thesis. His undergraduate studies were at the Indian Institute of Technology, where he was awarded the Governor's Gold Medal.

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Marianne O, Co-Founder, Lumen Advisors

Ms. Marianne O is a Co-founder, Principal, and Portfolio Manager of Lumen Advisors LLC, a San Francisco-based value-oriented global alternative asset management company founded in 2002. She also oversees the investment research in equities, bonds, and currencies and has over 18 years of global investment experiences. Prior to Lumen, she has been the Assistant Director and an Emerging Markets Debt Analyst at Dresdner RCM Global Investors, responsible for analyzing and investing in emerging countries sovereign, corporate bonds, and currencies, with focus on Asia. Prior to joining Dresdner RCM, she worked at Tradewinds Financial Corporation as an EM Analyst. Marianne was a Senior Fixed Income Analyst at LGT and an Assistant Vice President in Loan Origination and Syndication for Asia at Citicorp International Limited in Hong Kong prior to that. Marianne holds a Masters in Business Administration in Finance from the University of California, Berkeley, a Masters of Arts Degree and a Bachelor of Arts in Economics (Hons) from the University of Cambridge in England and is a Chartered Financial Analyst. She speaks Cantonese and Mandarin. She is also an active member of the education committee and Senior Practitioner Outreach of 100 Women in Hedge Funds in Northern California.

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Matthew O'Toole , U.S. Securities and Exchange Commission, San Francisco Regional Office, U.S. SEC Office of Regulation

Matthew M. O’Toole is Senior Special Counsel in the examination program in the San Francisco Regional Office of the U.S. Securities and Exchange Commission, where he has worked for over twelve years. He received his B.B.A. (1986 summa cum laude) in Finance and Economics from the University of Notre Dame, and his J.D. (1991) from Northwestern University School of Law in Chicago, Illinois, where he was an Associate Editor of the Law Review. Prior to rejoining the SEC, he was a Vice President and Senior Counsel with Charles Schwab, and an Assistant General Counsel at GT Global (now part of Invesco). Mr. O’Toole was also a Senior Counsel in the Office of Compliance Inspections and Examinations (OCIE) and the Division of Investment Management at the SEC in Washington, D.C., and an associate with the Washington, D.C. law firm of Arnold & Porter. He has taught securities regulation and corporate governance courses in the U.S., China and Eastern Europe, and is an Adjunct Professor of Law at the University of San Francisco School of Law, where he won the Adjunct Professor of the Year Award in 2003.

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Keith Pagan, CEO & CIO, Belvedere Asset Mgmt

Mr. Pagan is the Chief Executive Officer and Chief Investment Officer of the Belvedere Asset Management, LLC. Mr. Pagan has more than 20 years of experience in portfolio management and in creation and operation of regulated financial firms and products. Prior to co-founding the Belvedere, Mr. Pagan had founded and operated a FINRA member broker-dealer and an SEC-registered investment adviser that, in 2008, merged into Belvedere Global Investors and Belvedere Advisors, neither an affiliate of the current Belvedere. From 2001 to 2006, Mr. Pagan was with Blue River Asset Management, as the managing director responsible for business development, marketing, and investor relations. Prior to 2001, Mr. Pagan was with Salomon Smith Barney & Merrill Lynch, where he structured products for large individual/family and smaller institutional investors. From 1992 to 1997, Mr. Pagan was with BankAmerica Capital Corp., Bank of America’s venture capital arm, where he was the portfolio manager in charge of two global, proprietary investment portfolios. Mr. Pagan earned an A.B in economics from Princeton University.

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Jeffrey Pavlik, Founder, Pavlik Capital Management

Over the last twenty-three years, Jeffrey Pavlik has held financial management positions at both large and small business organizations. His broad experience includes equity and interest rate trading, portfolio and risk management, accounting, finance and the development of sophisticated financial systems and strategies to maximize returns and minimize risk.

Prior to founding Pavlik Capital Management LLC in 2007, Mr. Pavlik held positions as CFO at Elysian Worldwide, Portfolio Manager/Trader at Peak6 Investments, Specialist/Lead Market Maker for Knight Financial, Senior Trader – Refco Securities, Vice President – Interest Rate Trading at Bank of America and Trader at Swiss Bank/O’Connor & Associates.

Mr. Pavlik has been featured by The Wall Street Journal and HedgeWorld and has been quoted by multiple worldwide publications. Mr. Pavlik has also given a key-note address in 2008 on volatility and volatility arbitrage as part of the EDUnar educational series, was selected as a member of the 2008 MFA Forum Emerging Manager Star Search, presented at the 2009 & 2010 Opal Emerging Manager Summits, was a panelist at both the 2010 Spring and Fall HedgeWorld Fund Services Conferences and profiled as a member of the 2012 HedgeWorld Emerging Manager Showcase.

Mr. Pavlik has a MBA with concentrations in Finance and Entrepreneurship from The University of Chicago Booth School of Business (2003) and a BA in Economics from Northwestern University (1990).

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Joe Peta, Managing Director, Novus Partners

Mr. Peta is a Managing Director overseeing business development for Novus’ West Coast operations. He joined the firm following a 15-year career as both buy-side and sell-side equities trader, most recently for Nomura Holdings, Inc. Prior to that, he spent 12 years at Lehman Brothers, running biotech trading as a sell-side market maker in New York and later running the trading desk for a $200+ million firm-sponsored long/short equity hedge fund.

Mr. Peta holds an MBA from Stanford University and a BS in accounting from Virginia Tech. He is the award-winning author of investing memoir Trading Bases, a Story About Wall Street, Gambling, and Baseball.

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Kathleen Powers Dunlap, Chief Strategy Officer, Fiduciary Research and Consulting

Ms. Dunlap is FRC's chief business strategy officer responsible for executing FRC's strategic business plan. She is responsible for managing FRC's brand, intellectual capital and client relationships. Ms. Dunlap is a member of FRC's investment committee.

During her 35 year career, Ms. Dunlap has distinguished herself as a leader specializing in providing complex custom solutions to many of the industry's largest multi-national corporations. Using her extensive experience working with key corporate decision makers, Ms. Dunlap provides FRC's highly customized investment solutions to meet clients' strategic goals.

Ms. Dunlap joins FRC from Barclays Capital Solutions team, where she served as managing director and global head of Barclays' institutional investor team leading the team's relationships with large pensions, endowments, foundations, sovereign wealth funds and their consultants. Ms. Dunlap rejoined Barclays in 2009 from Epoch Investment Partners, a long-only equity manager, where she was a managing director of institutional sales. Prior to Epoch, Kathleen was the chief marketing officer at a Chicago-based hedge fund. In 2000, Ms. Dunlap was the CEO of PrivateTrade, a company that focused on trading secondary interests in private equity limited partnerships. From 1989-2000, Ms. Dunlap was a managing director with Barclays Global Investors in San Francisco where she held many leadership positions including head of US marketing and the product launch of iShares. Prior affiliations include Merrill Lynch and Kidder Peabody. Ms. Dunlap received a BS in Economics from the University of San Francisco.

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Andrew Ross, Associate, PAAMCO

Andrew Ross is an Associate Director working in Portfolio Management. He is actively involved in the evaluation of investments within corporate and consumer credit with an emphasis on structured opportunities as well as fixed income strategies. Additionally, he is the chairperson of the Portfolio Solutions Group, where his role is to facilitate information flow from portfolio managers to account managers and to assist in the portfolio construction for custom accounts. Prior to attending business school, Mr. Ross worked at IndyMac Bank, which was later merged into OneWest Bank, where his experience included balance sheet credit risk analysis, bulk trading, and whole loan portfolio pricing.

Mr. Ross graduated from Dartmouth College with a BA in Economics and received his MBA with honors from The University of Chicago Booth School of Business with concentrations in Analytic Finance and Economics

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Jack Salzman, Chairman - Endowment & Pension Committee, Pace University

Bio to come..

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Andres Sandate, President , Endurance Strategies, LLC

Bio to come..

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David Schombert, CIO, Metropolitan Strategies

David Schombert received his B.S. in Finance from George Mason University in 1975. Mr. Schombert began his career in finance as a financial risk analyst evaluating risk-reward on major contracts for Fortune 500 Companies. After 20 years in the private sector, Dave continued his career for 11 successful years as a Vice President of Private Client Wealth Management for the Smith Barney division of CitiGroup Global Markets, Inc. During Dave's tenure in the financial arena, he has developed a tactical and quantitative investment philosophy that has set him apart from the standard investment approach. Dave is the Founding Principal, President, and CIO of Metropolitan Capital Strategies. As the Portfolio Manager, Dave’s unique philosophy in managing portfolios centers around protection of principal, defined as never having a losing year, as well as striving for double digit upside annualized returns over a full investment cycle.

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Diane Schrader, Partner, Lionfish Capital

Diane Schrader is a Partner at The Transfinity Group, where in addition to contributing to strategy and business development, she oversees social aspects of the firm: investor, partner and public relations. Diane continues to advise Lionfish Capital LLC, a family office with a focus on alternative investment strategies. Prior to Lionfish Capital, Diane had a long career in global business development and market evangelism in 3D computer animation and visual effects. Diane has traveled extensively, building a partner network in over 100 countries. Diane has a BA from San Jose State University, where she studied figurative painting. Diane is currently a member of the Board of Director s for 100 Women in Hedge Funds. She is also a member of Astia’s Angel program.

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Ari Shiff, President, Inflection Management, Inc.

Ari Shiff is the Founder and President of Inflection Management, manager of the Inflection Strategic Opportunities Fund ("ISOF"). ISOF is a fund of hedge funds formed specifically to benefit Canadian investors. With over 25 years of investment experience, Mr. Shiff leads hedge fund research, and is an executive member of the risk management and portfolio strategy development team for the ISOF.

Since 1980, Mr. Shiff has been the President and Portfolio Manager of Shi-Five Corporation, a private investment vehicle. In 2004, Mr. Shiff converted the private hedge fund portfolio management strategy he co-created in 1996 into KCS Fund Strategies Inc., forming a team to oversee the hedge fund manager selection process and the fund’s overall macroeconomic strategy. In the spring of 2008, Mr. Shiff sold his interest in KCS to his partner and founded Inflection Management to benefit from the upheavals in the markets he believed were imminent.

Mr. Shiff obtained his graduate and post-graduate degrees at Harvard (GSD) and Cambridge (Jesus College) Universities, respectively, and holds a BA from the University of Toronto (University College). Mr. Shiff has a deep interest in Jewish education and has served in multiple leadership roles in Vancouver.

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Robert Smith, Managing Director, Focus Point Capital

Bio to come..

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Alan Snyder, Managing Partner, Shinnecock Partners

Alan C. Snyder is the Managing Partner of Shinnecock Partners and its investment limited partnerships, Partner of Shinnecock Group and Chairman and Board Member of the Western Los Angeles Boy Scout Council. Alan was the Founder, CEO, President, and Chairman of the Board of Answer Financial Inc. and the Insurance Answer Center, headquartered in Encino; CEO of Aurora National Life Insurance; Executive-in-Charge of Executive Life Insurance Company on behalf of the California Department of Insurance; President and COO of First Executive Corporation; and Executive Vice President and member of the Board of Directors at Dean Witter Financial Services Group (a predecessor firm to Morgan Stanley). Mr. Snyder is a graduate of Georgetown University and Harvard Business School, where he was a Baker Scholar.

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Matthew Stadtmauer, President, PineGrove Asset Mgmt

Matthew Stadtmauer is a Managing Member and the President of Pine Grove Asset Management. He joined Pine Grove in September 2010. Previously, Mr. Stadtmauer was with UBP Asset Management (“UBPAM”) (2002-2010) where he was the Chief Executive Officer and was responsible for non-investment activities of the firm. Prior to becoming the CEO in 2008, Mr. Stadtmauer was UBPAM’s Chief Marketing Officer and led the firm’s marketing and business development efforts for over six years. Prior to joining UBPAM in 2002, Mr. Stadtmauer was a Vice President at Salomon Smith Barney's Managed Futures Division. In his role, his responsibilities included sales and marketing of all Salomon Smith Barney's proprietary managed futures funds. Prior to joining Salomon Smith Barney in 1997, Mr. Stadtmauer worked at Mellon Private Asset Management (Boston Safe Deposit & Trust Company) as a Portfolio Administrator for its New York division. Mr. Stadtmauer earned a BS degree in Consumer Economics from the University of Delaware and passed the Series 7, 31 and 63 examinations administered by the National Association of Securities Dealers, Inc.

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Chris Stanton, Portfolio Manager, Sunrise Capital Partners

CHRIS STANTON joined Sunrise in 2012 and currently serves as a Partner and Portfolio Manager, as well as well as a member of Sunrise’s Management Committee. Prior to joining Sunrise, Stanton traded extensively in a wide range of global commodity and currency markets as Vice President and Portfolio Manager for Deerhurst Capital Management and as Capital Markets Officer for JP Morgan. In those roles, Stanton managed multi-million dollar portfolios and conducted all market and fundamental risk analysis for those portfolios. In addition, he provided broad finance-related legal and risk management services while working as an attorney with two prestigious global law firms, Quinn, Emannuel, Urquhart & Sullivan LLP and Cravath, Swaine & Moore LLP in New York City. Stanton holds a J.D. cum laude from Northwestern University and a Bachelor of Science in Engineering from Lehigh University.

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Matt Stepan, Principal, Comprehensive Financial Management

Matthew Stepan is a Principal in the Investments Group with Comprehensive Financial Management, a multi-client family office located in Los Gatos, California. He has more than 10 years of diverse financial and investment experience. He has performed financial and investment analysis across traditional and alternative asset classes, and has served as a relationship manager for family office clients. Mr. Stepan is also responsible for portfolio management and investment sourcing. Prior to joining CFM, he was a Financial Advisor with Merrill Lynch. Matt received an MBA from San Jose State University in 2000 and a BS in Chemistry from the University of Utah in 1998. He speaks conversational Russian. Matt resides with his wife and five children in San Jose, California and is an active volunteer in various educational and character-building community organizations focused on teenage children.

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Philip Summe, Partner, Baylight Capital

Bio to come..

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Ron Surz, President, PPCA

Ronald J. Surz is president of PPCA Inc and Target Date Solutions. Both are in San Clemente CA. He is also a vice president of eVestment in Marietta, GA.

PPCA maintains and manages the True Centric Core index, part of the family of Surz Style Pure® Indexes. PPCA also provides Style Scan, the next generation of style analysis, and Portfolio Opportunity Distributions®, bias-free alternatives to peer groups, especially hedge fund peer groups.

Target Date Solutions developed the patented Safe Landing Glide Path®, the basis for the Brightscope On-Target indexes and the asset allocation for SMART Funds® on Hand Benefit & Trust, Houston.

eVestment provides StokTrib® holdings-based style and attribution analyses developed by Mr. Surz. eVestment is a global provider of institutional investment data intelligence and analyses.

Mr. Surz has served on several boards, and currently serves on a few. He earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois.

Mr. Surz publishes frequently in the financial press.

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Janice Tang, Business Development, Nipun Capital

Bio to come..

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Joe Wade, CIO, Meritage Capital

Mr. Wade is the Chief Investment Officer of the Investment Manager and Chairman of the Investment Committee. He became CIO on January 1, 2013 in connection with the merger of Centennial into the Investment Manager. Previously, Mr. Wade served as CIO of Centennial from July 2003 to December 2012. He received his bachelor’s degree in finance from the University of Alabama.

Prior to Meritage, Mr.Wade founded Centennial Partners, LLC, served as the firm’s Chief CIO, and was a member of Centennial’s Board of Managers. As CIO, Mr. Wade utilized more than 38 years of industry experience and relationships in developing Centennial’s investment philosophy. In this role he chaired the Investment Committee, which oversaw fund level asset allocation, manager due diligence, portfolio construction, and risk management of Centennial’s funds. Prior to forming Centennial, he founded Alternative Investment Strategies (AIS) whose primary focus was advising clients with hedge fund and CTA portfolios. He continued to serve as President and a member of the investment committee for AIS after Consulting Services Group (CSG), an institutional consulting firm based in Memphis, TN, purchased it. His extensive background in the securities and alternative investment industry also includes positions such as: President and CIO of 6800 Capital, a fund-of-funds sponsor and trading manager; Manager of Managed Futures for Morgan Keegan and Co. and J C Bradford and Co., two regional brokerage firms. Before working at JC Bradford and Morgan Keegan, Mr. Wade was an Account Executive at Thomson McKinnon and a Vice President of Hancock and Harwell. Currently, he serves on the Board of Spring Creek Ranch and the Madonna Learning Center in Memphis, TN. He received his Bachelor of Science with a major in Commerce & Business Administration from the University of Alabama.

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Ralph Whitworth, Founder, Principal, Relational Investors

Mr. Whitworth is a Founder, Principal, and Investment Committee member of Relational Investors LLC, a multi-billion dollar private investment fund. He has served on the boards of eleven public companies, including seven from the Fortune 500. He has chaired numerous committees and led searches for directors and executive officers. Mr. Whitworth served as Chairman of the Board at Apria Healthcare Group and Waste Management during crises management situations. He is currently Chairman of the Board at Hewlett-Packard Company.

Mr. Whitworth is considered an expert on corporate governance and has been called to present his views before various national legislative and regulatory bodies. He served on five national Blue Ribbon Commissions sponsored by the National Association of Corporate Directors regarding director compensation and other corporate governance issues. He also served on a Joint Task Force assembled by the Council of Institutional Investors and the National Association of Corporate Directors to review and make recommendations for improving board-shareholder communications. In 2013 Mr. Whitworth was named the “Lifetime Achiever” by the International Corporate Governance Network, the highest honor bestowed by this global organization of investment professionals from over 50 countries.

Mr. Whitworth earned a Juris Doctor at Georgetown University Law Center.

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Jeff Willardson, Portfolio Manager, PAAMCO

Jeff Willardson is a Director and member of the four-person Portfolio Construction Group which sets top down portfolio strategy and construction across PAAMCO's various portfolios. Jeff is also a Portfolio Manager in the Portfolio Solutions Group. He conducts research, due diligence and risk monitoring for managers across all PAAMCO strategies with an emphasis on credit strategies, emerging markets and real estate. Prior to joining PAAMCO Jeff spent five years at Goldman, Sachs & Co. in the Investment Management Division. Jeff received his MBA (Dual Finance and Real Estate Major) from The Wharton School, University of Pennsylvania, and he holds a BS in Management (Finance Major) from Brigham Young University.

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