HedgeWorld West 2013
For more information on speaking opportunities at PartnerConnect 2013
contact Mark Cecil
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| Ralph Whitworth
| Jeff Willardson
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 bachelorís degree in finance from the University of Alabama.
Prior to Meritage, Mr.Wade founded Centennial Partners, LLC, served as the firmís Chief CIO, and was a member of Centennialís Board of Managers. As CIO, Mr. Wade utilized more than 38 years of industry experience and relationships in developing Centennialís 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 Centennialís 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 ďLifetime AchieverĒ 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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