HedgeWorld West 2014
For more information on speaking opportunities at HedgeWorld West 2014
contact: Mark Cecil
| Tel: +1-617-856-1871 | Email: email@example.com
| Gary Shugrue
| Erin Simpson
| John Skjervem
| Charles Skorina
| Kristin Snyder
| Don Steinbrugge
| Jon Sundt
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 Lawndale’s 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 “The Gary Cooper of Governance”. Mr. Shapiro is on the faculty of UCLA Anderson’s 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. Argos’ clients included high net worth individuals, off-shore investors, endowments and corporate pension plans. From 1981 to 1988 he was a Vice President in Institutional Equity Sales with Kidder Peabody, Prudential Securities and Merrill Lynch servicing large institutional clients in the Mid-Atlantic area. From 1977 to 1979 he was an Account Executive with Merrill Lynch.
He earned his MBA in Finance from the University of Pennsylvania’s Wharton School in 1981 and his BS in Accounting from Villanova University in 1976. Gary is also an acting Board Member of The Quaker Investment Trust Funds and an Investment Committee Member of Project H.O.M.E. Philadelphia.
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Erin Simpson, Vice President, 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 Lynch’s Hedge Fund Development and Management Group (“HFDMG”), 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 Merrill’s 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 “Theory of Risk Budgeting.”
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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 state’s $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 firm’s $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 bachelor’s 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
The firm works with leaders of global financial institutions and institutional funds to recruit Board Members and Executive Officers, Chief Investment Officers and Senior Asset Managers.
Mr. Skorina publishes THE SKORINA LETTER, a widely-read professional publication providing news, research and analysis on institutional asset managers and tax-exempt funds.
We focus specifically and effectively on the world we know: Board members and Executive Officers, Chief Investment Officers, and Senior Asset Managers at institutional investment firms and funds – including sovereign wealth funds, endowments, foundations, pension funds, banks, investment banks, outsourced chief investment officer firms (OCIO), and sell-side money managers.
Prior to founding CASCo, Mr. Skorina worked for JP MorganChase in New York City and Chicago and for Ernst & Young in Washington, D.C.
Mr. Skorina graduated from Culver Military Academy, attended Michigan State University and The Monterey Institute of International Studies/Middlebury College where he graduated with a BA, and earned a MBA in Finance from the University of Chicago. He served in the US Army as a Russian Linguist stationed in Japan.
Mr.Skorina & Co. has offices in San Francisco.
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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 SEC’s 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 office’s 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 bachelor’s 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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Jon Sundt, President and Chief Executive Officer, Altegris Companies
Jon Sundt has more than 28 years of experience in the alternative investment industry. He founded Altegris in 2002 and is President and CEO of the Altegris Companies. Altegris is one of the leading providers of best-of-breed alternative investments including private funds and mutual funds.
Mr. Sundt began his career as an options trader in 1986. Prior to founding Altegris, he served six years as Director of Managed Accounts and Senior Vice President of the Managed Investments Division of Man Financial, a subsidiary of the Man Group. An expert in managed futures and alternative investment strategies, Mr. Sundt is widely quoted by leading financial media and is a frequent guest on CNBC.
In 2011, he was the recipient of Institutional Investor’s Rising Stars in the Mutual Fund Industry award. In 2012, Mr. Sundt received the Ernst & Young Entrepreneur of the Year Award for excellence in his field. In 2013, Jon was awarded the 2013 Pioneer of the Investment Industry from the California HFA, CFA San Diego and CAIA Southern California. Mr. Sundt was also named to the 2013 Investment Advisor’s Top 25 Industry Leaders.
Mr. Sundt attended the University of California, San Diego with a major in Computer Science and a minor in economics. He is a member of the San Diego Coastal Chapter of Young Presidents' Organization (YPO) and a long-term member of Vistage International.
Mr. Sundt founded Natural High, a drug prevention non-profit that serves over 12,000 teachers and 6 million students in the US and is recognized a game changer for drug prevention (www.naturalhigh.org). He was awarded the 2009 Lifetime Achievement Award from CADFY.
Mr. Sundt has been married for 20 years and is the father of two children. He is a committed family man and community leader.
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