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HedgeWorld West 2013
Speaker Bios
See Who Is Coming
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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  

Jack Salzman   |  Andres Sandate   |  David Schombert   |  Diane Schrader   |  Ari Shiff   |  Robert Smith   |  Alan Snyder   |  Matthew Stadtmauer   |  Chris Stanton   |  Matt Stepan   |  Philip Summe   |  Ron Surz

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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