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HedgeWorld West 2014
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  HedgeWorld West 2014



SPEAKING OPPORTUNITIES

For more information on speaking opportunities at HedgeWorld West 2014 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  

Bradley Alford   |  Peter Algert   |  Andrea Auerbach   |  Eric Barlow   |  Matthew Bauder   |  Sean Bill   |  Seth Blackman   |  Heinz Blennemann   |  Eric Burl   |  Vincent Calcagno   |  Sean Casey   |  Cleo Chang   |  Joel Citron   |  Chris Clair   |  Jeff Collard   |  Ricardo Cortez   |  Suzanne Currie   |  Michael Dubin   |  Kathleen Dunlap   |  Larry Epstein   |  Adrian Fairbourn   |  David Geffen   |  Peter Gerlings   |  Chris Greer   |  Mark Guinney   |  Ray Gustin   |  Susan Hallgren   |  Matt Hedges   |  Brian Igoe   |  Stephen King   |  Michael Kondas   |  Greg Kushner   |  Christian Lena   |  John Leonard   |  Jon Mandle   |  Jol Manilay   |  James McKee   |  Brad Miller   |  Girard Miller   |  Rachel Minard   |  Todd Nabi   |  Scott Nevin   |  Tim Ng   |  Putri Pascualy   |  Lois Peltz   |  Mark Perlow   |  Scott Perry   |  Judy Posnikoff   |  Andrew Rabinowitz   |  Andrew Redleaf   |  Tim Ross   |  Andrew Shapiro   |  Gary Shugrue   |  Erin Simpson   |  John Skjervem   |  Charles Skorina   |  Kristin Snyder   |  Don Steinbrugge   |  Peter Thiel   |  Kim Tomsen   |  Joan Trant   |  Paul Yett   |  Steve Young   |  R. Kipp deVeer

 
Bradley Alford, Chief Investment Officer, Alpha Capital Management

Mr. Alford founded Alpha Capital in July 2006. He has twenty five years of investment management experience. Mr. Alford is the portfolio manager for the Alpha Opportunistic Alternatives Fund (ACOPX)and Alpha Defensive Alternatives Fund (ACDEX) which are two of the oldest multialternative mutual funds. Mr. Alford is considered one of the pioneers of liquid alternatives.

Prior to founding Alpha Capital in July 2006, from 2002 to 2006 he was a Managing Director at Atlantic Trust. From 2000 to 2002, Mr. Alford served as the Director of Investment Advisory Services at MyCFO. From 1995 to 2000, Brad was the Managing Director of the investment division for the $2 billion Duke Endowment. At Duke, he expanded the alternative asset portfolio from $100 million to more than $1 billion, investing in hedge funds, venture capital, leveraged buyouts, distressed securities, high-yield bonds, oil and gas, timberland, and real estate. From 1989 to 1995, Brad was the Director of Endowment Investments for the Emory University Endowment with assets in excess of $4 billion.

In addition to holding a BS in Corporate Finance and an MBA from the University of Alabama, Brad has also completed the intensive Senior Investment Manager Program at Princeton University. He is a CFA charterholder and is a member of the CFA Institute and the CFA Society of Atlanta.

Mr. Alford was selected by Institutional Investor magazine as a "2012 Rising Star of Mutual FundsĒ.

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Peter Algert, Founder and CIO, Algert Global

Peter Algert oversees the investment team at ACI and serves as both CIO and CEO. Prior to founding the firm in 2002, Mr. Algert was a Managing Director at Barclays Global Investors and served as the Global Head of Research for their stock selection strategies. Before moving to BGI Mr. Algert was a Director at KMV where he worked in the areas empirical modeling and management of credit risk.

Mr. Algert holds a PhD from UC Berkeleyís Haas School with a concentration in Finance and has served as an assistant professor at UC Davis as well as a visiting scholar at the Securities and Exchange Commission.

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Andrea Auerbach, Managing Director, Cambridge Associates

Bio to come...

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Eric Barlow, Managing Partner, CEO, Andina Family Offices

Eric S. Barlow is a founder of the Adviser and a Managing Member and Chief Executive Officer. Mr. Barlow is, and has been since 2007, a member of Sunrise Capital Management, LLC, a small investment bank focused on funding early-stage companies. He was also a partner in a short-term lending business, BLoC Capital Management, LLC, Salt Lake City, Utah, from December 2006 to December 2007. In April 1999, Mr. Barlow joined Alta Capital Management LLC, Salt Lake City, Utah, a $100 million separate account management firm, as a Partner and Director of Marketing and Client Relations. Until his departure, and through some difficult markets, Mr. Barlow directed the growth of the firm to over $620 million in assets under management. Alta Capital was focused on managing money for institutions, high net worth individuals, pension funds, profit sharing plans, and insurance companies. His role required him to meet with institutional consultants, investment committee board members, and trustees of large institutional portfolios. Mr. Barlow was instrumental in developing numerous strategic relationships with other investment professionals. Additionally, as a voting member of Alta Capitalís Investment Committee, he was involved in the management of the firmís portfolios.

Mr. Barlow has been involved in the investment management business since February of 1992, when he joined the largest fee-based financial consulting firm in the Intermountain West at the time, Sterling Financial Group (formerly Brock and Associates), located in Salt Lake City, Utah. He quickly became one of the firmís top associates. He has helped clients ranging from highly compensated professionals, to successful business owners, to institutions in a number of important areas including investment management, investment policy development, tax planning, accounting, business planning, estate planning, risk management, and budgeting. In June 1998, Mr. Barlow became a partner in Sterling Financial Group, where he helped hire, train, and manage associates while managing a very successful practice of his own. While at Sterling, Mr. Barlow co-founded Meridian Capital Management, Salt Lake City, Utah, an investment advisory firm that focused on selecting top managers and blending them to optimize risk adjusted returns. This was accomplished by using a number of analytical tools and applying the principles of Modern Portfolio Theory.

Eric Barlow graduated from the University of Utah with a Bachelor of Arts degree in finance (1992) and holds the NASD Series 65 (Uniform Investment Adviser Law Examination). He has served as an adjunct professor teaching upper-level classes in finance, investment management, and entrepreneurship. Mr. Barlow recently served on the board of the Crimson Club at the University of Utah and the Make-A-Wish Foundation of Utah.

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Matthew Bauder, Senior Vice President, Investments, The Atlanta Consulting Group

Bio to come...

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Sean Bill, Investment Program Manager, Santa Clara Valley 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 agencyís 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. Mr. Bill also serves as a Trustee for the City of San Joseís 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 planís investment returns; he is a member of both the Investment Committee and the Audit and Risk Management Committee. 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.

Mr. Bill is a graduate of Indiana University, Bloomington and the Stanford Graduate School of Business.

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Seth Blackman, Partner In Charge - Hedge Funds, Bay Area, KPMG

Bio to come...

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Heinz Blennemann, Principal, Blennemann Family Investments

As Principal at his family office, Blennemann Family Investments, Mr. Blennemann is a global investor with a passion for networking with others. He is an active member of the Advisory Faculty at the Institute for Private Investors (a network of ~300 family offices), the Band of Angels (an angel investor group), and the Institutional Limited Partners Association (ILPA, a private equity network).

Previously, Mr. Blennemann has served on the Advisory Board of Institutional Investorís San Francisco AlphaHedge Conference (2011-2013), and has been been invited to speak at such events as the HFI AsiaHedge Conference (2010), the Terrapinn Brasil Investment Summit (2011), the HFI EuroHedge Conference (2012, the Asia AgInvesting Conference (2013), and was summit chair at the SuperReturn Credit Strategies Day (Boston, 2014).

Prior to investing in technology, Mr. Blennemann worked in technology itself. He successfully built Juniper Network's first signal-integrity/technology team. Concurrently, he taught electrical engineering at Stanford University as consulting professor.

Mr. Blennemann received a Bachelorís Degree in Electrical Engineering and Computer Science (Highest Honors) from Princeton University, a Ph.D. in Electrical Engineering from Stanford University, and an M.B.A from the Wharton School of Business. In 2012, he was awarded IPI's annual mentoring award for networking among fellow family offices.

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Eric Burl, Co-Head of North America; COO, Man Investments USA

Eric Burl is Co-Head of North America and Chief Operating Officer of Man Investments USA, based in New York. Previously he was Head of Managed Accounts for Manís multi-manager business, where he led the teams responsible for business development, product management and structuring of Manís proprietary managed account platform. Prior to his role as Head of Managed Accounts, Mr. Burl was Head of Structured Products and managed the team responsible for the investment management of Manís multi-billion dollar structured product business. Mr. Burl joined Man Investments in 2004 and has held a number of roles in Manís multi-manager business including portfolio construction, quantitative analysis and product strategy and business development. Prior to joining Man, Eric spent two years with UBS in London, working in the Exchange Traded Derivatives division focusing on trading and treasury functions.

Mr. Burl holds a BA (Hons) in management studies from the University of Nottingham and is CAIA certified.

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Vincent Calcagno, Audit Partner, KPMG

Bio to come...

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Sean Casey, Partner, Kobre & Kim

Sean P. Casey, a partner with the global litigation boutique Kobre & Kim LLP, is an experienced trial lawyer and investigator who regularly serves as lead counsel in representing financial institutions and international corporations in high-profile and complex regulatory enforcement matters, white-collar criminal defense matters, and internal investigations.

Mr. Casey advises clients located in Asia, Europe, Latin America, and the U.S., in connection with regulatory and criminal investigations conducted by the U.S. Internal Revenue Service, U.S. Department of Justice, the U.S. Securities and Exchange Commission and the U.S. Commodity Futures Trading Commission, among others.

Prior to joining Kobre & Kim LLP, Mr. Casey served as an Assistant U.S. Attorney and Deputy Chief of the Business and Securities Fraud Unit of the U.S. Attorney's Office for the Eastern District of New York. Mr. Casey supervised all securities, business and tax fraud investigations and trials in that District and served as the liaison to various government agencies and regulatory institutions including the U.S. Securities and Exchange Commission, the Federal Bureau of Investigation and FINRA. He also served as Senior Counsel in the Division of Enforcement at the U.S. Securities and Exchange

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Cleo Chang, Chief Investment Officer, Wilshire Funds Management

Cleo Chang is a Managing Director of Wilshire Associates and the Chief Investment Officer of Wilshire Funds Management. Ms. Chang joined the firm in 2005 and has more than 13 years of industry experience in asset allocation, manager research, portfolio management and wealth management. In her role as CIO, Ms. Chang leads the overall investment activities of Wilshire Funds Management, including manager research, portfolio management, and investment research. Ms. Chang also chairs the Wilshire Funds Management Investment Committee and is a voting member of the Retirement Oversight and Alternatives Oversight Committees.

Previously, she was the head of Investment Research, responsible for creating innovative investment solutions and asset allocation frameworks including managed volatility asset allocation portfolios, risk parity portfolios, correlation parity portfolios, regime-based portfolios, tail-risk protected portfolio, customized investment solutions and portfolio risk modeling. Prior to joining Wilshire, Ms. Chang served as Manager of Investments with the leading multi-family office firm Harris myCFO Investment Advisory Services, a subsidiary of Bank of Montreal.

Ms. Chang earned her BA in economics from the University of California, Berkeley and an MBA with a concentration in finance from the Marshall School of Business, University of Southern California.

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Joel Citron, Managing Director, CEO, TAH

Joel Citron is CEO of Tenth Avenue Holdings. Most recently, Mr. Citron served as President and CEO of Jovian Holdings, a private investment and operating company (2002 to 2008). He was also Chairman of Provide Commerce Inc. from 2001 to 2006. From 1998 to 2001, Mr. Citron was Vice Chairman, President and CEO of Mastec Inc. (NYSE: MTZ), a public end-to-end communications and energy infrastructure service provider. Prior to 1998, Mr. Citron spent fourteen years in various operating and investment positions. Mr. Citron has served on the Board of Directors of several public and private companies in Europe and the U.S. Mr. Citron is currently Chairman of the Board of Tenth Avenue Commerce LLC, Avenue Income Credit Strategies Fund (NYSE: ACP), Avenue Mutual Fund Trust (Avenue Credit Strategies Investors ACSAX and ACSBX) and Oasmia (SS: OASM). He also serves on the Board of Boulevard Acquisition Corp. (NASDAQ: BLVDU), Attivio, Inc. and Hello Products, LLC. Mr. Citron is also actively involved in philanthropy. He is currently President of the Board of Trustees at the Abraham Joshua Heschel School in New York (N-12th grade). Mr. Citron is a board member of the University of Southern California Shoah Foundation Institute and Starfall Education Foundation.

Mr. Citron holds an MA in Economics and a BSc in Business Administration from the University of Southern California.

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Chris Clair, Managing Editor, Reuters 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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Jeff Collard, Director, Investment Group, New York Life Investment Management

Bio to come...

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Ricardo Cortez, Co-Chief Executive Officer, Broadmark Asset Management

Bio to come...

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Suzanne Currie, Partner, Baker Currie Global LLC

Bio to come...

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Michael Dubin, Managing Director, Silvercrest Asset Management

Michael Dubin, Managing Director, Silvercrest Asset Management, heads up the alternatives group within Silvercrest and has over 25 years of hedge fund experience. Silvercrest is a $12 billion wealth management group that manages private investor and institutional portfolios across all asset classes. The alternatives group advises on about $2 billion in hedge fund-of-funds, customized hedge fund portfolios and consulting on alternatives investments. Previously, as a Partner in Powers & Dubin for over 15 years, he developed their expertise in hedge fund-of-funds.

Prior to that, for nearly a decade in the 1980ís, Mr. Dubin served as President of both Morgan Stanley/GFTA and GFTA Services, which marketed sophisticated multi-billion dollar currency risk management systems for major institutions worldwide. Earlier, he headed up the International Financial Advisory Service at Brown Brothers Harriman & Co., advising the Treasurers of the Fortune 500 companies on currency risk management systems. Mr. Dubin is the author of the book, Foreign Acquisitions and the Growth of the Multi-National Firm, and lectures frequently on alternative investments and financial markets issues at conferences and business schools.

Mr. Dubin has a Doctorate of Business Administration from the Harvard Business School in International Finance and a BA from Yale University in Molecular Biophysics and Biochemistry. He holds a Series 3 Registration with the NFA/CFTC. He served on the Endowment Committee of the Town School, where was a Trustee and Treasurer for over a decade, and also serves as Director and Treasurer for both PlaNet Finance Corporation, a non-profit NGO in global microfinance, and the Cities for Financial Empowerment Fund, a non-profit which helps innercity residents achieve financial stability.

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Kathleen Dunlap, Partner, Chief Strategy Officer, Fiduciary Research & Consulting

Bio to come...

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Larry Epstein, Founder, Olmsted Point

Bio to come...

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Adrian Fairbourn, Managing Partner, Exception Capital

Bio to come...

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David Geffen, President, Geffen Advisors

David Geffen is President of Geffen Advisors, a San Francisco based consultancy that offers hedge funds strategic advice and solutions in areas including treasury and counterparty risk management. The firm also provides launch advisory services and training on hedge fund topics.

Prior to launching Geffen Advisors, David was most recently a Managing Director at BlackRock and Barclays Global Investors (BGI). At BGI, David established and led a global team whose mandate was to provide a centralized and comprehensive approach to managing the firmís global prime brokerage, futures clearing and financing relationships.

Before joining BGI, David was Managing Director-Finance and Chief Credit Officer at Amaranth Group in CT. Prior to that, David worked at Goldman Sachs in Credit Risk Management in NYC, where he managed the firmís credit exposures globally to more than 1,000 hedge funds spanning the prime brokerage and OTC trading businesses. David began his career at Citibank. There he served as a relationship manager covering hedge funds and marketed the firmís broad array of products and services and acted as the credit officer responsible for client credit decisions.

David has a BA degree in Business Economics from Brown University and a MBA degree from Columbia University.

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Peter Gerlings, Senior Vice President,Implemented Investment Consulting, Segal Rogerscasey

Bio to come...

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Chris Greer, Principal, Greer Anderson

Bio to come...

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Mark Guinney, Managing Partner, The Presidio Group

Bio to come...

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Ray Gustin, Managing Director, Drake Capital Advisors

Bio to come...

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Susan Hallgren, Director, PAAMCO

Susan Hallgren is a Director of Pacific Alternative Asset Management Company (PAAMCO), a $9.5 billion fund of hedge funds that specializes in creating diversified portfolio solutions for institutional investors. Ms. Hallgren is a member of the Investment Operations Group and oversees the strategic development of the firmís Separate Fund Platform, a proprietary managed account platform used to structure separate, often-customized hedge fund portfolios with underlying managers. Ms. Hallgren is responsible for day-to-day operations, including the formulation and implementation of operational procedures, hedge fund manager due diligence, legal documentation, investment policy compliance and the development and oversight of service provider relationships. In addition, she provides guidance to clients on various aspects of managed accounts and serves as a director on certain PAAMCO client funds.

Prior to joining PAAMCO, Ms. Hallgren served as the Director of Operations at Marin Capital Partners, L.P., a multi-strategy hedge fund company and as a Managing Director at Montgomery Asset Management, LLC, where she managed all of the investment and securities operations.

Ms. Hallgren graduated with a BS in Finance and Statistics from Syracuse University. Susan has twenty-six years of experience in investment operations.

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Matt Hedges, Senior Research Analyst, Benchmark Plus

Bio to come...

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Brian Igoe, CIO, Rainin Group

Brian Igoe is the CIO of the Rainin Group, Inc. a family office responsible for the investments of the Kenneth Rainin Foundation. Previously, Mr. Igoe was a Managing Director of Pequot Capital Management and served as the Chief Investment Officer for the firmís Emerging Managers Fund. Before this role, Mr. Igoe was a Managing Director at Cambridge Associates, Inc. where he served as the Director of the Marketable Securities Manager Research Group. Early in his career, Mr. Igoe held several other positions in the investment management industry.

Mr. Igoe graduated with a B.A. in Economics from Yale University and received his M.B.A. from the Tuck School of Business at Dartmouth

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Stephen King, Founder & CIO, C12 Capital Partners

Bio to come...

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Michael Kondas, Director- Portfolio Solutions, Benchmark Plus

Bio to come...

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Greg Kushner, Founder, President, Lido Advisors

Greg Kushner has provided financial consulting services for a variety of individual clients for over thirty years. In 1999 Mr. Kushner founded Lido Advisors, a Registered Investment Advisor, to provide objective and personal financial solutions, multigenerational planning, and to act as the ďChief Investment OfficerĒ for ultra-high net-worth investors and family offices.

Mr. Kushner began his career in 1978 with Peat, Marwick & Mitchell, CPAís (now known as KPMG) where he performed tax preparation and planning for clients of the firm. Subsequently he joined Security Pacific Bank and formed the Bankís Personal Financial Planning Department. He later joined Price Waterhouse in 1985 as a Senior Manager in the Personal Financial Planning Department for the Firmís Southern California region until 1989. Mr. Kushner served as Vice President with Chase Manhattan Bank in its Private Banking Department from 1989 to 1992 and as CFO and Family Office Director for a family owned Investment Company from 1992 to 1995. He is often quoted and speaks regularly on the subject of management of substantial wealth.

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Christian Lena, Vice President, Alpha Titans

Christian Lena has more than ten years of experience as an investment professional and is responsible for client relations and business development at ALPHA TITANS, an investment advisor that specializes in sourcing alpha and managing risk by diversifying assets among dominant multi-strategy ďAlpha TitansĒ in the hedge fund industry.

Mr. Lena's prior professional experience includes Head of Investor Relations for Aeon Capital in Santa Monica, California. He began his career in the financial markets as an equities trader for Lightspeed Trading. This fall, Mr. Lena will be earning his MSc in Global Finance, a joint graduate program offered by NYU Stern School of Business and the Hong Kong University of Science and Technology.

Mr. Lena has completed the Global Investment Risk Management Programme at the Said Business School Ė University of Oxford. He holds the Certificate in Quantitative Finance (Wilmott CQF) and an MBA/MHA from the University of Southern California, where he was a Merit Scholar.

Mr. Lena completed his undergraduate coursework at Fairfield University, earning a BS in Biology with a minor in Philosophy. He holds the Series 3 and Series 65 investment licenses.

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John Leonard, Global Head of Equities, UBS Global Asset Management

Bio to come...

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Jon Mandle, Investment Committee Member, Silicon Valley Community Foundation

Jonathan Mandle is a Partner and the Head of Credit and Absolute Return at Corrum Capital Management LLC, an investment management firm that specializes in alternative investing across the following asset classes: Credit & Yield (Public & Private), Small- to Middle-Market Private Equity, Real Assets, and Marketable Alternatives. Prior to launching Corrum Capital, Mr. Mandle was a Managing Director and the Head of Absolute Return and Credit strategies at Stamos Capital Management. Previously, he was a Director at the University of California, Office of the Treasurer of the Regents, where he managed a multi-billion dollar hedge fund portfolio with a global mandate.

Prior to that, Mr. Mandle built and managed customized investment portfolios for pension and endowment clients at New England Pension Consultants. Mr. Mandle began his career as a Research Associate focused on domestic and international equity and fixed income strategies at Fidelity Investments. He currently serves as Chairman of the Board of Peace First, is an adjunct professor at the University of San Francisco, and is an Investment Committee member for the Silicon Valley Community Foundation.

Mr. Mandle received a BS and an MBA from Boston College and is a CFA Charterholder.

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Jol Manilay, Chief Investment Officer, The University of The Pacific

Bio to come...

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James McKee, Senior Vice President, Callan Associates

Bio to come...

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Brad Miller, President, Peninsula Family Office

Bio to come...

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Girard Miller , Chief Investment Officer, Orange County Employees Retirement Assoc

Girard Miller is the Chief Investment Officer of the Orange County Employees Retirement System, OCERS. Mr. Miller is one of the nationís most widely published authorities on public finance, investments and retirement systems finances. Previously, Mr. Miller was the senior strategist at the PFM Group, working with state and local governments as a consultant in the fields of retirement plan investments and sustainable retirement plans. During that period he authored over a hundred columns on public finance and pension fund investments for Governing Magazine. In 2008 he was a voting member of the Governmental Accounting Standards Board. On the private-sector side, Girard was the president of the Janus mutual funds and was Chief Operating Officer of Janus Capital Group, Inc., a global investment company with $170 billion of assets under management. Prior to that, he was the president and chief executive officer of the ICMA Retirement Corporation for ten years after heading Fidelity Investmentsí public funds group. Earlier in his career he was the technical services director for the Government Finance Officers Association, where he authored the renowned GFOA textbooks Investing Public Funds and Pension Fund Investing. He is a Chartered Financial Analyst (CFA).

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Rachel Minard, Founder and CEO, Minard Capital LLC

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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Todd Nabi, Managing Director, Apex Capital

Bio to come...

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Scott Nevin, Business Development, Alpha Capital Management

Bio to come...

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Tim Ng, Chief Investment Officer, Clearbrook Global Advisors

Bio to come...

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Putri Pascualy, Managing Director, PAAMCO

Putri Pascualy is a Managing Director and the senior credit strategist at PAAMCO. Ms. Pascualy is responsible for managing investment portfolios on behalf of leading institutional investors. She specializes in evaluating global opportunities in corporate credit and distressed debt. Ms. Pascualy has led the research and structuring of large institutional mandates, where she utilized hedge funds and complex alternative investment strategies as part of innovative portfolio solutions for global investors. Ms. Pascualy is a sought after speaker for industry panels, conferences, and financial media. Her comments and contributions have appeared in The Wall Street Journal, Bloomberg News, Bloomberg TV and Radio, US News and World Report, Thestreet.com, Opalesque and Hedge Fund Intelligence. Ms. Pascualy is the author of "Investing in Credit Hedge Funds" (McGraw-Hill), a practical guide on various aspects of alternative investing in corporate credit.

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Lois Peltz, President, Infovest21

Lois Peltz is Co-Founder, President and Chief Executive Officer of Infovest21, an information services company based in New York that focuses on hedge funds, funds of funds and liquid alternatives. The company provides daily news, a monthly investor publication, white papers, surveys and customized research as well as organizes seminars and conferences for the hedge fund manager, investor and service provider.

From 1992-99, Ms. Peltz was the Managing Editor of Managed Accounts Reports, responsible for MARís newsletters, databases and conference programs. Before joining MAR, Ms. Peltz had been at Merrill Lynch in various capacities including vice president and manager of marketing services/advisor selection at ML Futures Investment Partners.

Ms. Peltz graduated Phi Beta Kappa from Vassar College and received a Masters in Business Administration from New York University. Ms. Peltz is a frequent commentator and columnist on alternative investments in the US, Europe and Japan. Her latest book, The New Investment Superstars, published by John Wiley & Sons, is available in English, Japanese and Chinese.

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Mark Perlow, Partner, K&L Gates LLP

Mark Perlow is a partner in the San Francisco office of K&L Gates LLP and one of four global practice group coordinators for the K&L Gates investment management practice. His practice focuses on investment management, financial regulation, and securities law, and he regularly represents investment advisers, hedge fund managers, mutual funds, fund boards of directors and broker-dealers on a broad range of regulatory and transactional matters. He is a member of the adjunct faculty of the School of Law at the University of California at Berkeley, where he teaches a course on capital markets and financial regulation.

Before joining K&L Gates, Mr. Perlow served as senior counsel in the Office of the General Counsel of the Securities and Exchange Commission, focusing on investment management, fund and corporate governance, and enforcement, and he also served in the SECís Division of Enforcement.While on the SEC staff, Mr. Perlow worked on regulatory initiatives on fund governance, auditor independence, the scope of the securities laws online, codes of ethics, personal trading of investment personnel, and foreign custody of fund assets, and he advised the SEC on the policy and legal implications of enforcement actions. He also served as senior attorney on a number of enforcement actions and investigations, including the W.R. Grace 21(a)Report on independent directorsí duties regarding executive compensation, and cases involving accounting fraud, market manipulation, insider trading, and broker-dealer sales abuses.

Mr. Perlow received a J.D. from Yale Law School, an M.A. from Oxford University, and an A.B. from the University of California, Berkeley. Mr. Perlow is a frequent speaker and author on topics relating to investment management and the law.

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Scott Perry, Partner, NEPC

Scott Perry is a Partner in NEPCís Endowment and Foundation consulting practice. Having started his investment career in 2001, he joined NEPC in 2006 and today he focuses on leading research efforts for their endowment and foundation clients with an emphasis on asset allocation and portfolio construction, modeling and implementation of spending based asset allocation studies, and evaluation and selection of alternative investment managers. He is a member of NEPCís Alternative Assets Due Diligence Committee and Small & Mid Cap Equity Advisory Group. He also is a significant contributor to the firmís responsible investing efforts, which include strategy development and manager research. He has helped clients in assessing ESG, MRI and PRI strategies that best align with their respective missions.

Prior to joining NEPC, Mr. Perry worked at Ashton Partners, where he specialized in building investor relations programs for small and mid-cap companies in a diverse set of sectors. Scott also worked with Putnam investments where he was responsible for performance analysis for clients across a number of different investment strategies.

Mr. Perry received his M.B.A. from Babson College and his B.S.B.A. in Management from Bucknell University. Mr. Perry became a Chartered Alternative Investment Analyst (CAIA) designee in 2008.

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Judy Posnikoff, Managing Partner, PAAMCO

Bio to come...

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Andrew Rabinowitz , COO, Marathon Asset Management

Andrew Rabinowitz, Partner and COO at Marathon Asset Management Andrew Rabinowitz is a Partner and the Chief Operating Officer at Marathon Asset Management, the nearly $12 billion global credit focused hedge fund based in New York. Mr. Rabinowitz is also a member of the firm's Executive Committee, which manages the firm. He manages Marathon's day-to-day activities including oversight of the firm's global infrastructure including operations, treasury, legal, compliance and technology. He is also responsible for setting global policies and procedures, financial controls, external code of conduct and assisting on business development. In addition, Mr. Rabinowitz oversees Marathon's Investor Relations and Client Services team involved in business development, objectives, initiatives and meetings with investors. Lastly, Mr. Rabinowitz monitors Marathon's third party relationships with external service providers such as prime brokers, lawyers, accountants and fund administrators.

Mr. Rabinowitz joined Marathon in 2001 from Schulte Roth & Zabel, where he was a practicing lawyer in the corporate group specializing in hedge funds and asset management from 2000-2001. Previously, Mr. Rabinowitz was employed at Ernst & Young for seven years as a Certified Public Accountant (CPA) focused on hedge funds and asset management and broker-dealers. He supervised and conducted audits and oversaw consulting engagements in the financial services industry. He currently also co-founded The R Baby Foundation which has raised several million dollars for children's hospitals in the U.S.

Mr. Rabinowitz holds his J.D. in Law from Fordham University School of Law and a B.B.A. in Accounting from Pace University, magna cum laude. Mr. Rabinowitz is a CPA in the State of New York and is currently a member of the Bar in New York and Washington, D.C.

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Andrew Redleaf, Founder & CEO, Whitebox Advisors

Andrew Redleaf is the Founder and CEO of Whitebox Advisors. Mr. Redleaf was a Founding Partner of Deephaven Capital Management. While at Deephaven, Mr. Redleaf managed the Market Neutral Fund from 1994 to 1998. From 1980 to 1994, Mr. Redleaf was an options trader at the CBOE. Prior to his experience at the CBOE, he spent two years as an options trader with Gruntal & Company.

Mr. Redleaf graduated from Yale University in three years with a BA and MA in Mathematics and was recognized as the top mathematics student of his graduating year in 1978.

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Tim Ross, Director of Research, Constellation Wealth Advisors

Bio to come...

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Andrew Shapiro, President, Lawndale Capital Management

Andrew Shapiro is Founder, President and Portfolio Manager of Lawndale Capital Management, a manager of small-cap activist hedge funds for more than 21 years. In addition to leading Lawndale, Mr. Shapiro has also served as a Director or Observer on Lawndale portfolio boards and debt/equity bankruptcy committees.

Prior to founding Lawndaleís funds in 1993, Mr. Shapiro accumulated a rare combination of experience in credit, legal and equity analysis in a variety of roles managing bankruptcy, turnaround, leveraged buyout, risk arbitrage, and small-capitalization investments.

Mr. Shapiro has both JD and MBA degrees from the UCLA School of Law and UCLA Anderson School, respectively, and a BS in Business from UC Berkeley, where he has also taught finance courses.

Mr. Shapiro is a member of the National Association of Corporate Directors (NACD) and was selected to the 2012 NACD Directorship 100, a list of the most influential leaders in the boardroom and corporate governance community. Mr. Shapiro is also a frequent speaker on activist investing and has been the subject of several articles, including a Business Week article calling him ďThe Gary Cooper of GovernanceĒ. Mr. Shapiro is on the faculty of UCLA Andersonís Director Education and Certification Program.

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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. Argosí 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 Pennsylvaniaís 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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Erin Simpson, Head of Risk Management, Wilshire Associates

Erin Simpson is a Vice President of Wilshire Associates and a member of the Wilshire Funds Management Operations & Risk Management Group. Ms. Simpson joined Wilshire Associates in 2013, having spent the past ten years specializing in risk management and portfolio construction in the alternative asset industry.

Ms. Simpson started her financial career at Kenmar Global Investments as a risk analyst. In 2006, she moved to Merrill Lynchís Hedge Fund Development and Management Group (ďHFDMGĒ), where she performed risk analysis and designed and developed risk and reporting systems. In 2008, she became the Executive Vice President and member of Risk Fundamentals, a risk transparency software company spun-out of Merrillís HFDMG.

Prior to entering the financial services industry, Ms. Simpson spent three years with NASA specializing in space science and astronomical research at the Space Telescope Science Institute. Ms. Simpson received her BS in Astrophysics from Yale University and her MS in Information and Telecommunication Systems from Johns Hopkins University.

Ms. Simpson has written multiple academic papers and presentations, both in astronomy and in finance. Most recently she co-wrote a chapter in the book Risk Budgeting, edited by Risk Books (2012), called ďTheory of Risk Budgeting.Ē

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John Skjervem, CIO, Oregon State Treasury

As Chief Investment Officer for the Oregon State Treasury (OST), Mr. Skjervem oversees an investment team that manages a financial and real asset portfolio valued at $87.5 billion as of December 31, 2013 and includes the stateís $67.9 billion Oregon Public Employees Retirement Fund.

Prior to his appointment at OST, John held a variety of portfolio management and leadership positions at Northern Trust including Chief Investment Officer for the firmís $170 billion (AUM) Personal Financial Services division. John started his career as an associate economist for consultants Natelson Levander Whitney, and also worked as a public finance specialist for investment bankers Ehrlich Bober & Co.

Mr. Skjervem earned an M.B.A. with concentrations in finance and statistics from the Booth School of Business at the University of Chicago, and received a bachelorís degree in Economics from the University of California at Santa Barbara. He is a Chartered Financial Analyst, former director of the CFA Society of Chicago and serves as an honorary board member for the St. Francis Foundation in Santa Barbara, CA.

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Charles Skorina, Managing Partner, Charles Skorina & Company

Bio to come...

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Kristin Snyder, Associate Regional Director in the National Examination Program, U.S. Securities & Exchange Commission

Kristin Snyder is Associate Regional Director for Examinations for the SECís San Francisco Regional Office. Ms. Snyder leads a staff of approximately 50 accountants, examiners, attorneys and support staff responsible for the examination of broker-dealers, investment companies, investment advisers, and transfer agents across Northern California and the Pacific Northwest.

Previously, Ms. Snyder served as a Branch Chief and a Senior Counsel in the San Francisco officeís enforcement program. Prior to joining the SEC, Ms. Snyder practiced with Sidley Austin Brown & Wood LLP in San Francisco. She earned her law degree from the University of California Hastings College of the Law, and received her bachelorís degree from the University of California at Davis.

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Don Steinbrugge, Managing Partner, Agecroft Partners

Bio to come...

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Peter Thiel, Founder, Mithril Capital Management; Clarium Capital Management

Peter Thiel is a technology entrepreneur, investor, and philanthropist. Mr. Thiel first gained attention for innovations in banking and startup finance. Today he is known as the mentor of the PayPal mafia of entrepreneurs, as well as for his warnings of a coming technology deficit with severe economic consequences. He works to accelerate innovation to prevent such a crisis by identifying and funding promising technology ideas and by guiding successful companies to scale and dominate their industries.

In 1998, Mr. Thiel made e-commerce easier, faster, and more secure by co-founding and leading PayPal, which now has more than 113 million active financial accounts. In 2002, Mr. Thiel sold PayPal to eBay and founded a global macro fund, Clarium.

In 2004, Mr. Thiel Co-Founded Palantir Technologies, which offers platforms for finance companies and intelligence, defense, and law enforcement communities to integrate, visualize, and analyze the worldís information.In the same year, he made the first outside investment in Facebook, a social networking hub that now has more than 1 billion active members. Mr. Thiel serves on its board.

Building on his personal success as a venture capital investor, Peter co-founded and manages Founders Fund, a leading Silicon Valley venture capital fund that has pioneered new methods of venture financing that benefit founders. Through Founders Fund, as well as through his private investing, he has helped the next generation of tech companies, such as SpaceX, LinkedIn, Yelp, Zynga, RoboteX, Spotify, Practice Fusion, and ZocDoc And in 2012, he co-founded Mithril Capital Management, an international technology investment fund.

Mr. Thiel established and funds the Thiel Foundation, which promotes freedom in all its forms. He sponsors the Committee to Protect Journalists, The Seasteading Institute, and the Human Rights Foundation. He funds the artificial intelligence research of theSingularity Institute. He aids work against violence through the Oslo Freedom Forum and through the research of philosopher Renť Girard, which is extended and promulgated byImitatio. He also promotes better health by funding the longevity research of Dr. Cynthia Kenyon and the SENS Research Foundation.

Mr. Thiel created the 20 Under 20 Thiel Fellowship, which nurtures the tech visionaries of tomorrow. And he formed Breakout Labs to help independent scientists, engineers, and inventors advance their most radical ideas. Peter earned a B.A. in philosophy from Stanford University and a J.D. from Stanford Law School, where he occasionally teaches on globalization and technology and serves on the board of overseers of the Hoover Institution. His articles have appeared in Policy Review and the Wall Street Journal. Mr. Thiel co-produced the film Thank You for Smoking, was rated a master by the United States Chess Federation, and received the Innovation Award from the Economist in 2010. He lives in San Francisco.

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Kim Tomsen, Partner, Tomsen Riley LLP

Kim Tomsen is a partner at Tomsen Riley LLP, an investment management boutique law firm.

Ms. Tomsen regularly represents family offices, private and public foundations, endowments and high net worth individuals on a variety of legal matters, with a focus on their investments and business transactions. She also provides advice and counsel in connection with angel and seed investments, as well as advisory and board placements.

In addition, Ms. Tomsen represents private fund managers and investment funds on a wide range of investment, business, regulatory, compliance and securities law issues. She also provides legal advice relating to syndicate investment groups and investment platforms. Her clients include emerging managers and established managers with multi-billion assets under management. Ms. Tomsen has extensive experience with manager and fund formation, including seeding arrangements, as well as operational and business matters relating to fund operations.

Ms. Tomsen serves on the board of the Menlo Park-Atherton Education Foundation, with a focus on the Foundation's Endowment. She is also Co-Chair of 100 Women in Hedge Funds, Northern California.

Ms. Tomsen holds a B.A. in Political Science from the University of California, Berkeley, an M.A. in East Asian Studies from Stanford University, and a J.D. from Columbia Law School.

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Joan Trant, Director of Marketing & Impact, TriLinc Global

Bio to come...

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Paul Yett, Managing Director, Hamilton Lane

Mr. Yett is a Managing Director at Hamilton Lane, based in the firmís San Francisco office, where he is involved in both the firmís investment activities and client relationships. Paul began his career with Hamilton Lane in 1998 in the Due Diligence Department, where he managed the firmís global venture capital practice and real estate. Mr. Yett is a member of Hamilton Laneís Investment Committee and manages a number of the firmís client relationships.

Prior to joining Hamilton Lane, Mr. Yett spent four years with Stone Pine Asset Management, LLC, a Denver-based private equity firm, where he was part of a team that managed a direct private equity mezzanine fund under the parent company, FCM Fiduciary Capital Management Company. Mr. Yett began his career in Denver as a Lease Accountant with Bramalea U.S. Properties where he covered several of the firmís U.S. commercial retail properties.

Mr. Yett received a B.S. in Finance from San Diego State University.

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Steve Young, Managing Partner and Co-Founder, HGGC

Mr. Young is a Managing Partner and Co-founder of HGGC. He is also a member of HGGC's Policy and Investment Committee and Executive Committees.

Prior to his inception of HGGC, Mr. Young was a co-founder and Managing Director of Sorenson Capital, a private equity fund which focused on middle market leveraged buyouts in the Western United States. Previously, Mr. Young was a member in Northgate Capital, LLC, the general partner of Northgate Capital Partners, L.P., a fund of funds.

Mr. Young's professional football career spanned more than fifteen years in the NFL, primarily with the San Francisco 49ers, where he received numerous accolades, including Most Valuable Player of Super Bowl XXIX, Sports Illustrated and Sporting News' Player of the Year from 1992 - 1994, and the NFL's Most Valuable Player for 1992 and 1994. In 2005, Mr. Young was inducted into the Pro Football Hall of Fame, the first left-handed quarterback to be so honored. Mr. Young is also the highest-rated quarterback in NFL history and has the distinction of being the only signal caller in league annals to win four consecutive NFL passing titles.

Mr. Young founded and chairs the Forever Young Foundation which is actively involved in children's charities worldwide and is currently the broadcast host as well as the former International Spokesperson for the Children's Miracle Network which has raised over one billion dollars world-wide to benefit children's hospitals.

Mr. Young has also served as the corporate spokesperson for companies such as Nike, Visa, Sun Microsystems, Sprint, PowerBar and ICON Health & Fitness, and has recently been profiled in a variety of publications such as the Wall Street Journal, Business Week, Worth Magazine, Sports Illustrated, People, Inside Sports and GQ.

Mr. Young is a graduate of Brigham Young University where he earned a J.D. from the College of Law as well as a B.S. in Finance and Political Science.

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R. Kipp deVeer, CEO, Ares Capital

Mr. deVeer serves as Chief Executive Officer of Ares Capital. He previously served as President of Ares Capital until August 2014. He joined Ares in May 2004 and is a Senior Partner in and Co-Head of the Ares Direct Lending Group and member of the Management Committee of Ares. Mr. deVeer may from time to time serve as an officer, director or principal of entities affiliated with Ares Management or of investment funds managed by Ares Management and its affiliates. Mr. deVeer is a member of the Investment Committees of the investment adviser, the Ares Direct Lending Group and Ares Management Limited (through which Ares Management manages its European private debt and capital markets businesses) and one of the two investment committees of Ivy Hill Asset Management. Mr. deVeer is also a director of Ares Management Limited.

Prior to joining Ares, Mr. deVeer was a partner at RBC Capital Partners, a division of Royal Bank of Canada, which led the firm's middle-market financing and principal investment business. Mr. deVeer joined RBC in October 2001 from Indosuez Capital, where he was Vice President in the Merchant Banking Group. Previously, Mr. deVeer worked at J.P. Morgan and Co., both in the Special Investment Group of J.P. Morgan Investment Management, Inc. and the Investment Banking Division of J.P. Morgan Securities Inc.

Mr. deVeer received a B.A. from Yale University and an M.B.A. from Stanford University's Graduate School of Business.

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